2024-03-27T04:28:04-07:00 2023-06-30 541972062 DUNHAM AUKAMP & RHODES PLC 4443 BROOKFIELD CORPORATE DRIVE SUI CHANTILLY VA 20151 990 2022-07-01 541147961 SHENANDOAH VALLEY COMMUNITY RESIDENCES INC SHEN 5405360336 301 N CAMERON ST 103 WINCHESTER VA 22601 MATTHEW BRADLEY Treasurer 2024-03-27 true MATTHEW BRADLEY 999009999 true MARK J RHODES CPA P00734909 7036318940 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z ELLEN MURPHY 301 N CAMERON ST 103 WINCHESTER VA 226016018 3651353 false X WWW.SVCR.ORG X 1980 VA TO OPERATE AND MAINTAIN A COMMUNITY-BASED RESIDENTIAL SETTING THAT OPERATE 24/7 AND SUPPORT SERVICES FOR ADULTS WHOSE PRIMARY DIAGNOSIS IS DEVELOPMENTAL DISABILITY. THE GOAL IS TO PROMOTE INDEPENDENCE BY AFFORDING THE INDIVIDUAL CHOICE IN THEIR DAILY LIFE AND IN BUILDING RELATIONSHIPS WHICH UTILIZE NATURAL SUPPORTS IN THE GREATER COMMUNITY. 9 9 60 0 25235 2461 2798982 3616805 38864 27087 5000 2863081 3651353 0 0 2359181 2452123 0 0 452342 588016 2811523 3040139 51558 611214 2577430 3184224 224667 195473 2352763 2988751 The mission of Shenandoah Valley Community Residences, Inc. is to provide individuals with intellectual disabilities the opportunity to live in a safe, nurturing home while fully integrating with the local community, and enjoying the rights and freedoms to achieve the highest quality of life possible. false false 2589849 Shenandoah Valley Community Residences, Inc Accomplishments 2022/2023 Started an employee Referral program we were able to hire a few new employees we have now stopped that program however, it did help overall. Contracted a Recruiter to assist with hiring vacant positions and that is going very well. We have filled almost all our current openings. I set-up Covid-19 Vaccines and Booster Clinics to ensure all individuals received their shots and staff they wanted them. We also offered family members and Legal Guardians extra that we had available that day. I continue and have for the past two years plus converse with David at the local Health Dept to ensure we are up to date and notified of any changes. He has been very supportive and responsive to us during the entire Pandemic. The agency purchased hoodies and zip up jackets for staff appreciation over the holidays for all the individuals and staff and they all really enjoy those and wear them all the time. This is also a good marketing tool as well as everyone enjoyed them and are observed wearing them all the time. Purchased two used vehicles for the agency, one for Wickham and one for Saratoga. They will work perfectly, to support with small trips, Doctors appointments and the homes are very satisfied with them. Also. Purchased a Buick Enclave for the SA Program. Opened our first Co-Ed home at Saratoga Group home, two ladies and three gentlemen and it is going very well. We reviewed the lease and the house guidelines regarding respecting others space and personal space, and they are all getting along very well and adjusting. Ordered additional marketing items, pens, and magnets for the cars for advertising and to pass out at events. Sacred Heart Parishioners donated Christmas gifts to the clients again this year. Updated annual evaluations for all DSP, Managers, RSC, and ED to reflect job descriptions and HCBS guidelines that are required to be met annually. I hold the office of Vice president of WATTS Board of Directors representing SVCR as part of Community Giveback Goal and volunteer numerous times, took up donations and helped facilitate the local Elks Club to donate $2,000.00 dollars to support food for the season and Yeti tumblers for the guests. Managers and staff were all trained in the new "UKERU" system which supports trauma informed care and utilizes the least restrictive methods of de-escalation. Trained all Residential Specialists on the new Medicaid Waiver Orientation Manual and Core Competencies that must be met annually. Wickham ladies went to Lancaster Pa. to enjoy the Sight and Sound play in October, I attended, and we enjoyed shopping and dining out they all had a wonderful time. All staff completed their annual Medication Refresher and all other required training. There are still a few that need to catch up however, overall, we are in good shape. Continue to work on HCBS (Home Community Based Services) Provider Organizational Compliance and the required elements to ensure agency is meeting all requirements regarding the self-assessment. Attended several webinars. Manager training has been on-going, and we are beginning staff training this month and have reviewed on-going as well. Revised numerous policies and procedures to ensure we meet all expectations of HCBS as well as the Mission statement. Attended all house meetings to engage and observe staff interactions and ensure consistent communication across the board. I feel this is very helpful in keeping a pulse on each group home. I also do unannounced visits to ensure quality services are being delivered and the houses meet guidelines and expectations. In addition, I take clients out on outings, meetings, shopping, out to lunch and hopefully vacations this year as well. No Bed Bug Issues this year and we are pleased with our new Pest-Exit Company which we went with as Jeff Fortune started his own company as he left PMSI. Meet with the Managers bi-monthly to ensure strong communication, teamwork and cohesion among the team. Mangers do very well work together to cover homes and ensure everyone is supported. Increased substitutes to starting at $16.00 an hour this have been very helpful in the hiring subs. Increased starting wage to $15.00 an hour across the board and we gave full-time $1.55 an and $1.00 for part-time and substitutes. Received a 12% increase for Medicaid Waiver Funding which is very helpful after the last couple of years. Negotiated commercial lawn and snow removal contracts annually and I am in the process of securing a new company as our old one is retiring. Satisfaction Surveys went out last year and we received very good reviews overall. The individuals completed them as well and stated how happy they are living here and having jobs and being as independent as possible. A few had a couple issues in which we were very responsive to. Management Team enjoyed a wonderful Holiday Party at Regions 117 and it was very much needed. They all went above and beyond the last couple of years with Covid-19,20-21 plus. Currently finalizing our Commercial Liability policy with Partlow Insurance and meeting requests of Selective to do background checks every three years regarding a requirement they recently updated. Received a $15,000 grant this year to purchase for a van for the Supervised Apartment program. Completed several United Way Day of Caring projects for work needed in our group homes and they will be assisting us with those projects. I hold the office of Vice president of WATTS Board of Directors representing SVCR as part of Community Giveback Goal and volunteer numerous times, took up donations and helped facilitate the local Elks Club to donate $2,000.00 dollars to support food for the season and Yeti tumblers. I am on the Local Human Rights Committee and two individuals we serve are also on the committee, which is a wonderful opportunity for them to advocate for others with ID and a platform to raise any concerns or issues they have with the system as a whole. Purchased a Buick Enclave from the Hospice lease program and it was assigned to SA, we traded the big 10 passenger van and transferred the newer minivan to Chelsea. We are in good shape currently with our fleet and no longer have those very large vans. Co-chairing the WATTS homeless shelter fundraiser an Evening of Caring and Sharing and representing SVCR as part of our community give back project, we raised over $60,000.00 it was very successful. Attended a Vacation to Ocean City, MD with the Saratoga Group Home ladies and gentlemen 9/26-9/29. VDH partnered with SVCR, and they came to the group homes and administered the Covid Booster and Flu shots. Our annual Holiday Party was Friday December 9, 2022, Bowling Green Country Club North, it turned out awesome and everyone had a wonderful time. We conducted many interviews for DSP's and hired for Full-time and Part time DSP's. Our recruiter has been instrumental in this process, and we have a couple of PT positions to fill and we are in a good place staffing wise. Interviewed for the Administrative Specialist and extended a job offer she will be starting on January 2nd, 2023. Remodeling bathrooms and adding walk-in showers in several homes to support those that are more medically challenged as well as being initiative-taking regarding health and safety. The Management was trained on UKERU 2/14 and 2/15 and that will be our required training instead of MANDT. All staff passed and will be training their staff in the month of March. Tina and I will be sitting in on the training to ensure they go smoothly and are consistent throughout the organization. ARC Board Meeting, and the banquet is March 17th. We have nominated several individuals and staff for awards from SVCR and are hopeful they will be honored. Wellness offered medication training this month for staff training, we offered a BLS (CPR/FA/AED) training as well that I also attended. I co-chaired the WATTS Coldest Night of the year walk, we raised roughly $66,000.00 and it was a very successful walk... I was also nominated and accepted for the VP role. I was able to work with a company called Roof Simple who negotiated with our insurance company to pay up to $17,500.00 for a total roof replacement at Beechcroft Group Home so that was very good news. In addition, I am working with them on Fortress as well, so hopefully, it will be approved. We endured many audits in the month of February and March, which included DMAS, DBHDS, HSAG and getting ready for our financial audit. It was very taxing; however, we all worked together and pulled it off. The agency attended an ARC Gala/Awards Banquet on March 17th at Shenandoah Country Club. SVCR had a large presence, and we were very proud to have many award winners to include Lisa P. for Community Advocate of the Year, staff Jackie Young won DSP of the Year as well as Diana Minor. Diane Diaz won Professional Trainer of the year. Each house also donated themed baskets for their fundraiser and ma 2589849 true true false false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 3 0 true 60 true false false false false false false false 0 false false false false false false false X 9 9 false false false false false false false true false false false false true true true true true true false false X X STACEY M UMBENOUR 5405360336 301 N CAMERON ST WINCHESTER VA 226016018 STACEY M UMBENOUR Executive Dir. 40.00 0.00 X 131553 0 0 ELLEN MURPHY President 0.00 0.00 X X 0 0 0 MELODY SCHWARTZMAN 1ST VICE PRES 0.00 0.00 X X 0 0 0 ANN LAMANNA 2ND VICE PRES 0.00 0.00 X X 0 0 0 DAVID STEGMAIER Treasurer 5.00 0.00 X X 0 0 0 KATHIE GREGG ASST TREASURER 0.00 0.00 X X 0 0 0 MATTHEW BRADLEY Past President 0.00 0.00 X 0 0 0 KELLY KREMER Secretary 3.00 0.00 X X 0 0 0 MARY HALL Director 0.00 0.00 X 0 0 0 131553 1 false false false 0 2461 2461 CLIENT FEES 923990 21078 21078 GOVERNMENT FUNDING 923990 3230748 3230748 ORGANIZATION FUNDING 923990 364979 364979 3616805 13087 13087 0 0 0 14000 14000 14000 14000 0 0 0 MISCELLANEOUS 900099 5000 5000 5000 3651353 3635805 13087 0 0 0 0 135443 27089 108354 0 1783156 1551151 232005 0 386293 363540 22753 147231 121112 26119 0 0 12713 12713 0 0 0 0 0 0 0 0 7358 7358 656 656 0 5220 5220 0 0 93336 93336 17869 4494 13375 FOOD 161041 143053 17988 UTILITIES 79298 79298 REPAIRS AND MAINTENANCE 69521 67971 1550 SUPPLIES 69456 61698 7758 71548 71231 317 3040139 2589849 450290 0 4147 4946 219491 532697 0 0 0 0 0 0 0 2729930 849069 1921748 1880861 424534 758210 0 0 0 7510 7510 2577430 3184224 90792 84878 110625 110595 23250 224667 195473 X 2352763 2988751 2352763 2988751 2577430 3184224 611214 24774 X X false true X true false X 65925 52536 30932 25235 2461 177089 0 0 65925 52536 30932 25235 2461 177089 0 177089 34853 20827 19019 29864 13087 117650 0 0 294739 0.60080 0.61550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 489231 489231 1847313 582408 1264905 393386 266661 126725 1880861 X Part X : FIN48 Footnote As of June 30, 2023, SVRC has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended June 30, 2020 through 2022. Form 990, Part VI, Section B, Line 11b THE DRAFT OF FORM 990 IS FIRST REVIEWED BY THE ADMINISTRATIVE STAFF. IT IS THEN SUBMITTED TO THE BUDGET AND FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW. THE DRAFT IS THEN PRESENTED BY THE COMMITTEE TO THE BOARD FOR THEIR APPROVAL PRIOR TO IT BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, Line 12c THE POLICY REQUIRES BOARD MEMBERS AND STAFF TO ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE MAKING KNOWN THEIR AFFILIATIONS WITH INDIVIDUALS, BUSINESSES, OR ORGANIZATIONS DOING BUSINESS WITH THE ORGANIZATION. IN ADDITION, BOARD AND STAFF MUST REFRAIN FROM PARTICIPATION IN DISCUSSIONS AFFECTING TRANSACTIONS BETWEEN THE ORGANIZATION AND INDIVIDUALS, BUSINESSES, OR OTHER ORGANIZATIONS IN WHICH AN AFFILIATION HAS BEEN IDENTIFIED. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE DIRECTOR'S SALARY, UPON HIRE, WAS ESTABLISHED BY COMPARISON OF SALARIES PAID TO EXECUTIVE DIRECTORS OF AREA NON-PROFIT ORGANIZATIONS AS WELL AS A REVIEW OF SALARIES PAID ACROSS THE STATE TO EXECUTIVE DIRECTORS OF PROGRAMS SIMILAR TO THIS ORGANIZATION. DURING THE ENSUING YEARS, ANNUAL SALARY INCREASES HAVE BEEN BASED UPON PERFORMANCE EVALUATIONS AND COST OF LIVING ADJUSTMENTS. EVALUATIONS ARE PERFORMED BY MEMBERS OF THE PERSONNEL COMMITTEE AND APPROVAL OF SALARY ACTION IS BY VOTE OF THE BOARD. Form 990, Part VI, Section B, Line 15b ALL SALARIES AND INCREASES ARE REVIEWED AND ESTABLISHED BY THE BOARD OF DIRECTORS FOR ALL KEY EMPLOYEES. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAINTAINS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AGREEMENTS, AND FINANCIAL STATEMENTS IN ITS MAIN OFFICE LOACATED AT 301 N CAMERON STRRET, SUITE 103, WINCHESTER, VA 22601-6018. THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.