2024-05-15T09:05:56-05:00 2023-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-07-01 541691953 CHIMES DISTRICT OF COLUMBIA INC CHIM 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 KEVIN ZGORSKI TREASURER/CFO 4103586400 2024-05-02 1 KEVIN ZGORSKI XXX-XX-XXXX 1 KRISTEN BARNETT P01234578 8133162300 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN DARE 4815 SETON DRIVE BALTIMORE MD 21215 105460757 0 X WWW.CHIMES.ORG X 1993 DC TO PROVIDE EMPLOYMENT AND TRAINING OPPORTUNITIES FOR PERSONS WITH SEVERE DISABILITIES. 6 4 1620 4 0 0 16890 5586 105129494 105361879 23721 93292 0 0 105170105 105460757 0 0 0 0 56063001 64363221 0 0 0 37120856 33795412 93183857 98158633 11986248 7302124 63764856 66736291 15939297 11334003 47825559 55402288 X TO PROVIDE EMPLOYMENT AND TRAINING OPPORTUNITIES FOR PERSONS WITH SEVERE DISABILITIES. 0 0 85223551 105361879 CHIMES DISTRICT OF COLUMBIA (CHIMES DC) IS ONE OF THE NATION'S LARGEST EMPLOYERS OF PEOPLE WITH DISABILITIES. CHIMES DC MANAGES FEDERAL, STATE, AND LOCAL COMMERCIAL CONTRACTS TO PROVIDE CUSTODIAL, JANITORIAL, AND OTHER SUPPORT SERVICES FOR OUR CUSTOMERS. AS A MEMBER OF CHIMES FAMILY OF SERVICES, CHIMES DC'S MISSION IS TO ENSURE THAT ALL PEOPLE WITH INTELLECTUAL AND BEHAVIORAL CHALLENGES CAN ACHIEVE THEIR FULLEST POTENTIAL.CHIMES DC IS ACCREDITED BY SOURCEAMERICA (FORMERLY NISH) AS AN ABILITYONE SERVICE PROVIDER, ALLOWING THE AGENCY TO TAKE PART IN FEDERAL PROGRAMS OFFERING EMPLOYMENT PREFERENCES AT SELECTED SITES FOR PEOPLE WITH DISABILITIES. SITES INCLUDE THE PENTAGON, LIBRARY OF CONGRESS, THE DEPARTMENT OF COMMERCE, THE DEPARTMENT OF THE INTERIOR, AND OTHERS.CHIMES DC ALSO PROVIDES SERVICES TO MARYLAND STATE AGENCIES, INCLUDING BALTIMORE-WASHINGTON THURGOOD MARSHALL AIRPORT. WHILE MANY OF THE CONTRACTS PROVIDE JANITORIAL/CUSTODIAL SERVICES, CHIMES DC ALSO ADMINISTERS TOTAL FACILITY MANAGEMENT AND BASE OPERATIONS SUPPORT CONTRACTS UNDER ABILITYONE. CHIMES DC EMPLOYS MORE THAN 1,200 PEOPLE WITH DISABILITIES AT SITES RANGING AS FAR NORTH AS THE ARMY WAR COLLEGE IN CARLISLE, PENNSYLVANIA, AND AS FAR SOUTH AS FORT BRAGG, NORTH CAROLINA. 85223551 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 47 0 1 1620 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 STEPHEN DARE PRESIDENT/CEO 3.00 52.00 X X 0 519460 56828 KEVIN ZGORSKI TREASURER/CFO 3.00 52.00 X X 0 268906 17693 DOUGLAS M SCHMIDT CHAIRPERSON 2.00 10.00 X 0 0 0 ERIC DANIELSON DIRECOR 1.00 10.00 X 0 0 0 MARK WOODWARD DIRECTOR 1.00 10.00 X 0 0 0 KAREN HOLCOMB DIRECTOR 1.00 10.00 X 0 0 0 CARMELO A CRESPO AGUADO VICE PRESIDENT OPERATION 40.00 X 178495 0 7431 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 2.00 46.00 X 0 302576 48451 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 2.00 46.00 X 0 246983 55160 SHARON K PARDO DIR QUALITY IMPROVE (THRU 03/23) 40.00 X 180589 0 9785 ROBIN F KANDEL DIRECTOR OF CONTRACTS (THRU 01/23) 40.00 X 164414 0 29894 JAMES R BRYAN JR LOGISTICS MANAGEMENT 40.00 X 152196 0 39917 TAMMY SIMPSON CONTRACT ADMINISTRATOR 40.00 X 151468 0 16019 JONI DORSETT HUMAN RESOURCES DIRECTOR 40.00 X 150411 0 6435 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0.00 0.00 X 0 567413 9573 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 0 164000 0 GERARD J COTTER FORMER EXECUTIVE VICE PRESIDENT 0.00 X 149870 0 4464 1127443 2069338 301650 21 1 1 0 SOURCE AMERICA 8401 OLD COURTHOUSE RD VIENNA VA 22182 TEMPORARY STAFFING 2965867 ALLIANCE INC 8003 CORPORATE DRIVE NOTTINGHAM MD 21236 JANITORIAL SERVICES 2780161 EBC CARPET SERVICES CORPORATION 1300 FIRST STATE BLVD SUITE I WILMINGTON DE 19804 CARPET CLEANING 2016138 APEIRON STONE CARE VIRGINIA PO BOX 57 MOUNT VERNON VA 22121 STONE CARE SERVICES 1992213 ELWYN INDUSTRIES 111 ELWYN ROAD ELLWYN PA 19063 JANITORIAL SERVICES 1500326 21 5586 5586 EMPLOYMENT CONTRACTUAL 561300 105361879 105361879 105361879 25192 25192 68100 0 68100 68100 68100 105460757 105361879 0 93292 185926 161878 24048 46330661 40338179 5992482 568640 495091 73549 13308549 11587200 1721349 3969445 3456031 513414 72000 72000 203921 1146 202775 5260 4580 680 820577 714442 106135 85148 74135 11013 67349 58638 8711 6325 5507 818 806146 701878 104268 614596 535103 79493 CONTRACT MAINT SERV 15413055 13419506 1993549 CENTRAL AGENCY ADMIN EX 7391670 6435620 956050 VOC SUPP & EQUIP - SE 4107955 3576626 531329 LICENSES & FEES 3711381 3231345 480036 490029 426646 63383 98158633 85223551 12935082 0 12376516 12130310 17730600 21526097 11246 20276 7444075 5604165 1799410 1839910 31847084 31219698 63764856 66736291 15910170 11056951 29127 11408 0 265644 15939297 11334003 X 47825559 55402288 47825559 55402288 63764856 66736291 X 7302124 274605 X X 0 1 X 1 1 1 X X 1 THE CHIMES INC 520575305 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 11 (G)(I): CHIMES DISTRICT OF COLUMBIA, INC. (CHIMES DC) OPERATES AS A SUPPORTING ORGANIZATION WITH RESPECT TO THE CHIMES, INC. CHIMES DC IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE EXEMPT PURPOSE OF THE CHIMES, INC. SPECIFICALLY, CHIMES DC ABSORBS THE COSTS OF MAINTAINING ITS EXEMPT PROGRAM SERVICES ON BEHALF OF THE CHIMES, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 72000 0 0 72000 0 PART II-B, LINE 1: PART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: $72,000 WAS PAID TO EVAN & ASSOCIATES FOR LOBBYING EXPENSES. 266814 58858 207956 273187 177368 95819 3838518 3214214 624304 3065556 2153725 911831 1839910 DUE FROM RELATED PARTY 30944003 DEPOSITS 8460 ROU ASSET 267235 31219698 LEASE LIABILITY 265644 265644 X 231497878 126037121 126037121 105460757 0 105460757 225131285 126972652 126972652 98158633 0 98158633 PART X, LINE 2: THE ORGANIZATION'S ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CONSIDERED PRIVATE FOUNDATIONS. NONE OF THE ORGANIZATION'S ACTIVITIES, WITH THE EXCEPTION OF INTERNATIONAL, ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 41,647,844. CHIMES METRO REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 34,584,422. CHIMES VA REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,495,476. CHIMES INT'L LTD. REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 15,690,899. HOLCOMB ASSOCIATES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 39,405,407. CHIMES FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,477,818. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -15,565,297. INTEREST RATE SWAP 300,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 45,713,195. CHIMES METRO EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 36,823,890. CHIMES VA EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,255,502. CHIMES INT'L LTD. EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 15,991,451. HOLCOMB ASSOCIATES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 35,898,459. CHIMES FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,130,057. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -15,565,297. REVERSAL OF LEGAL RESERVE ACCRUAL -274,605. 1 1 0 0 0 0 0 0 0 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0 173452 0 90662 0 303299 0 1694 0 7879 0 576986 0 0 STEPHEN DARE PRESIDENT/CEO 0 503686 0 15000 0 774 0 45488 0 11340 0 576288 0 0 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 0 302162 0 0 0 414 0 29571 0 18880 0 351027 0 0 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 0 236569 0 10000 0 414 0 25679 0 29481 0 302143 0 0 KEVIN ZGORSKI TREASURER/CFO 0 237851 0 29867 0 1188 0 5003 0 12690 0 286599 0 0 ROBIN F KANDEL DIRECTOR OF CONTRACTS (THRU 01/23) 151675 0 12211 0 528 0 4648 0 25246 0 194308 0 0 0 JAMES R BRYAN JR LOGISTICS MANAGEMENT 149471 0 2201 0 524 0 7205 0 32712 0 192113 0 0 0 SHARON K PARDO DIR QUALITY IMPROVE (THRU 03/23) 168550 0 11154 0 885 0 0 0 9785 0 190374 0 0 0 CARMELO A CRESPO AGUADO VICE PRESIDENT OPERATION 174332 0 3884 0 279 0 0 0 7431 0 185926 0 0 0 TAMMY SIMPSON CONTRACT ADMINISTRATOR 140582 0 10200 0 686 0 6314 0 9705 0 167487 0 0 0 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0 0 0 0 0 164000 0 0 0 0 0 164000 0 0 JONI DORSETT HUMAN RESOURCES DIRECTOR 143427 0 5634 0 1350 0 6299 0 136 0 156846 0 0 0 GERARD J COTTER FORMER EXECUTIVE VICE PRESIDENT 148815 0 0 0 1055 0 4464 0 0 0 154334 0 0 0 PART I, LINES 4A-B DURING THE YEAR THERE WERE SEVERANCE PAYMENTS MADE TO STACY DISTEFANO OF $164,000 AND TERENCE BLACKWELL OF $302,508. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2 AND IN FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II, COLUMN (C): -STEPHEN DARE: $36,338 -JAMES BRYAN: $2,685 -TAMMY SIMPSON: $2,234 -JONI DORSETT: $2,310 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO THE FILING DEADLINE. THE REMAINING BOARD MEMBERS ARE SUBSEQUENTLY PROVIDED A COPY. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. AT EACH MEETING OF THE BOARD A SCHEDULE OF CONFLICTS OF INTEREST, IF ANY ARE PROVIDED TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES DISTRICT OF COLUMBIA'S BOARD OF DIRECTORS FOLLOWS THE PROCESS DESCRIBED IN THE IRS INTERMEDIATE SANCTIONS RULES WHEN DETERMINING THE COMPENSATION OF THE INDIVIDUALS ON PART VI, LINES 15A AND 15B. MEMBERS OF THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES DISTRICT OF COLUMBIA'S BOARD OF DIRECTORS SIT ON VARIOUS BOARDS OF RELATED CHIMES FAMILY OF SERVICES ENTITIES. THIS COMMITTEE SERVES AS THE INDEPENDENT COMPENSATION COMMITTEE FOR ALL BOARDS OF RELATED ORGANIZATIONS. SPECIFICALLY, THE COMMITTEE: (1) IS COMPOSED ENTIRELY OF NON-EMPLOYEE VOLUNTEER DIRECTORS WHO HAVE NO FAMILIAL, BUSINESS OR SIGNIFICANT PERSONAL RELATIONSHIPS WITH CHIMES INTERNATIONAL, ITS RELATED COMPANIES OR ITS EXECUTIVES. (2) ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPILE APPROPRIATE COMPARABILITY DATA (INCLUDING COMPENSATION MARKET INFORMATION FOR PEERS WITH WHOM CHIMES FAMILY OF SERVICES COMPETES FOR EXECUTIVE TALENT) FOR COMMITTEE RELIANCE. THE COMMITTEE WILL MEET WITH REPRESENTATIVES OF THE CONSULTING FIRM OR COUNSEL TO REVIEW THIS DATA IN DETAIL. (3) REVIEWS ALL ELEMENTS OF EXECUTIVES' TOTAL COMPENSATION, INCLUDING BUT NOT LIMITED TO BASE SALARY, BONUSES, PERQUISITES, FRINGE BENEFITS, AND INCENTIVE AND DEFERRED COMPENSATION ARRANGEMENTS. UPON THE EXECUTIVE'S HIRE, AND AT EACH POINT IN TIME THEREAFTER AT WHICH A NEW OR REVISED COMPENSATION ARRANGEMENT IS UNDER CONSIDERATION WITH RESPECT TO THE EXECUTIVE, THE COMMITTEE MEETS WITH COUNSEL AND/OR WITH ITS INDEPENDENT COMPENSATION CONSULTING FIRM BEFORE THE ARRANGEMENT IS IMPLEMENTED TO EVALUATE THE REASONABLENESS OF THE ARRANGEMENT BY COMPARING BOTH THE ARRANGEMENT ITSELF AND THE EXECUTIVE'S ENTIRE COMPENSATION PACKAGE TO COMPENSATION PACKAGES PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. (4) DOCUMENTS, CONCURRENTLY WITH ITS DETERMINATION, THE BASIS FOR ITS DETERMINATION IN THE MINUTES OF ITS MEETING. THESE MINUTES ARE REVIEWED, REVISED IF NECESSARY AND APPROVED AT THE FOLLOWING MEETING OF THE COMMITTEE. (5) RETAINS RECORDS CONCERNING THE COMMITTEE'S COMPLIANCE WITH THE IRS INTERMEDIATE SANCTIONS RULES. II. ON A PERIODIC BASIS, THE COMMITTEE USES THE PROCESS DESCRIBED ABOVE TO EVALUATE THE POSITIONS OF COO/EVP OPERATIONS, CFO/EVP FINANCE AND CEO/PRESIDENT. IN ADDITION, PERIODIC COMPENSATION STUDIES ARE OBTAINED FOR PURPOSES OF ESTABLISHING BASELINE COMPENSATION INFORMATION FOR THE COMMITTEE. CURRENTLY, THE COMMITTEE IS USING COMPENSATION STUDIES OBTAINED IN THE FOLLOWING TAX YEARS FOR THEIR RESPECTIVE POSITIONS: POSITION & YEAR COO/EVP OPERATIONS - 2019 CFO/EVP FINANCE - 2019 CEO/PRESIDENT - 2019 COO'S RELATED ORGANIZATIONS - 2019 FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: REVERSAL OF LEGAL RESERVE ACCRUAL 274,605. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. CHIMES INTERNATIONAL LTD 4815 SETON DRIVE BALTIMORE MD 21215 522000359 SUPPORTING SERVICE ORGANIZATION DE 501(C)(3) LINE 12C, III-FI N/A 0 CHIMES METRO INC 4815 SETON DRIVE BALTIMORE MD 21215 521773885 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 CHIMES PA INC 467 CREAMERY WAY EXTON PA 19341 233007932 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. PA 501(C)(3) PF HOLCOMB ASSOCIATES INC 0 CHIMES VIRGINIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691952 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. VA 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 HOLCOMB ASSOCIATES INC 467 CREAMERY WAY EXTON PA 19341 232093566 PROVIDES SERVICES FOR INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE PA 501(C)(3) LINE 7 CHIMES INTERNATIONAL LTD 0 THE CHIMES INC 4815 SETON DRIVE BALTIMORE MD 21215 520575305 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0