2024-05-15T15:21:34-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 237313698 PATH (PEOPLE ACTING TO HELP) INC PATH 2157284599 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 ELIZABETH ANDL-PETKOV PRESIDENT/CEO 2157284599 2024-05-15 1 ELIZABETH ANDL-PETKOV 999009999 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ELIZABETH ANDL-PETKOV 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 54275162 0 X WWW.PATHCENTER.ORG X 1973 PA PATH PROVIDES ASSISTANCE TO PEOPLE WITH BEHAVIORAL HEALTH NEEDS AND INTELLECTUAL DISABILITIES. 8 7 766 7 0 0 342058 332744 50603535 47745927 1502481 1276742 0 89897 52448074 49445310 4600000 0 0 0 34709010 35725565 0 0 0 11040748 13310503 50349758 49036068 2098316 409242 75866524 90364909 25592454 37609883 50274070 52755026 X PATH'S PURPOSE IS TO PROMOTE THE WELLBEING OF INDIVIDUALS WITH BEHAVIORAL HEALTH NEEDS AND THOSE WITH INTELLECTUAL DISABILITIES. PATH'S MISSION IS HELPING INDIVIDUALS ACHIEVE A MORE INDEPENDENT AND FULFILLING LIFE. THROUGH THIS MISSION, PATH HELPS INDIVIDUALS TO: - DISCOVER THEIR STRENGTHS - MEET LIFE CHALLENGES - RECOGNIZE AND PROVIDE OPPORTUNITIES FOR GROWTH - ENJOY MEANINGFUL RELATIONSHIPS - BE EMPOWERED TO RECOGNIZE THEIR WORTH - FEEL VALUED AS ACTIVE MEMBERS OF THEIR COMMUNITY 0 0 22633422 0 24229195 BEHAVIORAL HEALTH ADULT SERVICES:PATH PROVIDES A WIDE RANGE OF MENTAL AND SUBSTANCE ABUSE SERVICES. INDIVIDUALS AND THEIR FAMILIES MAY RECEIVE SERVICES FOR A WDIE RANGE OF CHALLENGES THAT MAY INCLUDE LOSS, TRAUMA, DEPRESSION, BEHAVIORAL PROBRLEMS, POOR SCHOOL OR WORK PERFORMANCE, RELATIONSHIP STRUGGLES, TRANSITIONAL LIFE CONCERNS AND SERIOUS PERSITENT MENTAL ILLNESS. UPON ADMISSION, THE INDIVIDUAL RECEIVES A COMPREHENSIVE ASSESSMENT WHICH HELPS TO DETERMINE THE LEVEL FO SERVICE THAT BEST MEETS THE NEEDS OF THE INDIVIDUALS AND HIS/HER FAMILY. PATH IS COMMITTED TO THE BELIEF THAT INDIVIDUALS CAN AND DO RECOVER FROM MENTAL ILLNESS AND/OR SUBSTANCE ABUSE PROBLEMS. PATH OFFERS A VARIETY OF SERVICES AVAILABLE TO HELP INDIVIDUALS RESOLVE CONFLICTS AND DEVELOP. 18250843 0 23236975 INTELLECTUAL DISABILITIES SERVICES:IN KEEPING WITH PATH'S MISSION TO OFFER SERVICES THAT FACILITATE AN INDIVIDUAL BECOMING AS INDEPENDENT AS POSSIBLE, INDIVIDUALS WITH INTELLECTUAL DISABILITIES CAN RECEIVE SERVICES WHICH RANGE FROM THOSE WHICH ARE INTENSIVE AND HIGHLY STRUCTURE TO THOSE WHICH OFFER MINIMAL SUPPORT. SINCE INDIVIDUALS' NEEDS MAY CHANGE OVER TIME, PATH OFFERS FLEXIBILITY IN HOW WE DELIVER SERVICES SO THAT INDIVIDUALS CAN BE SUPPORTED AS THEIR NEEDS CHANGE. ALL OF PATH'S SERVICES ARE INTENDED TO MAXIMIZE THE INDIVIDUALS' PERSONAL GROWTH TOWARD INDEPENDENCE WITHIN AN ATMOSPHERE THAT STRESSES THE INDIVIDUAL'S DIGNITY AND SELF-WORTH. INDIVIDUALS WHO RECEIVE SERVICES LIVE IN THE COMMUNITY WIHT THEIR FAMILIES OR IN A SMALL RESIDENTIAL HOME LOCATED INT PATH'S SERVICE AREA.PATH PROVIDES COMMUNITY LIVING ARRANGEMENTS (CLA) WHICH OFFERS SUPERVISED RESIDENTIAL SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES. INDIVIDUALS ARE PROVIDED A FAMILY-TYPE ATMOSPHERE WIHT ONE OT THREE INDIVIDUALS LIVING WIHTIN EACH HOME. 210417 0 279757 ADDITIONAL EXPENSES WERE PART OF A PROGRAM WIDE INITIATIVE TO SUPPORT RECRUITMENT AND RETENTION EFFORTS. THIS ENABLED THE PROGRAMS TO ADDRESS STAFFING SHORTAGES THAT WOULD IMPACT SERVICES. 41094682 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 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 1 1 0 0 1 26 0 766 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X JESSICA VARELA CORREA COO 2157284597 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 BRAD NEWMAN ESQ CHAIRPERSON 2.00 1.00 X X 0 0 0 DOROTHY LYNCH VICE CHAIRPERSON 2.00 1.00 X X 0 0 0 JEFF BROWN TREASURER 2.00 1.00 X X 1705 0 0 MARYANN PARROTTI SECRETARY 2.00 1.00 X X 0 0 0 VERONICA BASHIR DIRECTOR 2.00 1.00 X 0 0 0 CHEREE BIRCH DIRECTOR 2.00 1.00 X 0 0 0 SHERRIE LEVIN DIRECTOR 2.00 1.00 X 0 0 0 HELEN WIGGINS DIRECTOR 2.00 1.00 X 0 0 0 ELIZABETH ANDL-PETKOV PRESIDENT/ CEO 40.00 1.00 X 474268 0 56601 JEFF WOLFENSON CFO (UNTIL 08/22) 40.00 X 144799 0 12048 KAREN L GRAVES COO (UNTIL 08/22) 40.00 X 130779 0 14614 JESSICA VARELA CORREA COO (AS OF 04/23) 40.00 X 0 0 0 DONNA MACERA-BOURGEOIS CRO 40.00 X 190047 0 17944 CHRISTINE JAMES CCO (UNTIL 11/22) 40.00 X 193881 0 15550 MARIE KEARNS BH DIRECTOR 40.00 X 216828 0 17026 SMITA ANTIA ACTING MEDICAL DIRECTOR 40.00 X 306375 0 31242 WILLIAM SCHOPPE ID DIRECTOR 40.00 X 194528 0 41653 STUART LEVINSON PSYCHIATRIST 37.50 X 274748 0 39465 ISABELLA SOSNOVSKY PSYCHIATRIST 33.00 X 242970 0 33433 FELICE SROLIS PROGRAM DIRECTOR 40.00 X 146655 0 14370 MICHAEL LEWINSKY CISO 40.00 X 141762 0 14572 GAIL FINNEL PD PERF IMP & COMM 40.00 X 136763 0 15494 2796108 0 324012 21 0 1 0 CROZER KEYSTONE 1 MEDICAL CENTER BLVD LAYTON HALL PA 19013 PSYCHIATRIC SERVICES 547521 HEALTHLINK LOGISTICS 4631 WOODLAND AVENUE DREXEL HILL PA 19026 TRANSPORTATION SVCS 208856 ROMULOS 5004 ROOSEVELT BLVD PHILADELPHIA PA 19124 GEN'L CONTRACTING 129256 3 330350 2394 332744 BEHAVIORAL HEALTH 624100 24229195 24229195 INTELLECTUAL DISABILITIES 624100 23236975 23236975 OTHER PROGRAM REVENUE 624100 279757 279757 47745927 779658 779658 5245 0 5245 5245 5245 3753236 1573700 4569890 259962 -816654 1313738 497084 497084 REBATES AND OTHER INCOME 900099 84175 84175 MISCELLANEOUS REVENUE 900099 477 477 84652 49445310 47745927 0 1366639 1828114 787024 1041090 27514684 25556402 1958282 827256 699065 128191 3426257 2871530 554727 2129254 1765483 363771 14847 12206 2641 132328 77856 54472 164808 96966 67842 98641 98641 1456165 736199 719966 1809712 1618288 191424 3314278 2547973 766305 1515922 1396172 119750 28265 16630 11635 679600 7097 672503 265823 148508 117315 EQUIPMENT EXPENSE 1454177 1122690 331487 PROGRAM SUPPLIES 928192 794123 134069 MAINTENANCE AND REPAIRS 757327 584691 172636 BAD DEBT EXPENSE 431169 141506 289663 259249 114273 144976 49036068 41094682 7941386 0 36750 36252 14600011 7284836 5321510 5350930 15308600 15308600 151546 203517 19968669 7949930 5575603 12018739 20265587 21908746 13454833 13454833 14709932 1152084 88524 75866524 90364909 6735672 4069851 672095 310284 17181949 14924231 1002738 18305517 25592454 37609883 X 50274070 52755026 50274070 52755026 75866524 90364909 409242 2071714 0 X 0 1 X 1 1 1 X 201823 492924 342058 332744 1369549 41914484 44012857 47026398 50603535 47745927 231303201 41914484 44214680 47519322 50945593 48078671 232672750 0 0 0 232672750 461680 477262 514411 957002 784903 3195258 461680 477262 514411 957002 784903 3195258 84652 84652 42376164 44691942 48033733 51902595 48948226 235952660 0.98610 0.98630 0.01350 0.01370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2022 AMOUNT: $ 477. REBATES AND OTHER INCOME - 2022 AMOUNT: $ 84,175. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 666645 666645 18072319 7512388 10559931 830650 356129 474521 399055 81413 317642 12018739 INVESTMENTS IN AFFILIATES 13454833 C 13454833 DUE TO RELATED PARTIES 3396751 LEASE LIABILITIES 14908766 18305517 51418383 2071714 -98641 1973073 49445310 0 49445310 48937427 0 48937427 98641 98641 49036068 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -98,641. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 98,641. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH ANDL-PETKOV PRESIDENT/ CEO 372935 0 16083 0 85250 0 27000 0 29601 0 530869 0 0 0 SMITA ANTIA ACTING MEDICAL DIRECTOR 298625 0 7750 0 0 0 27000 0 4242 0 337617 0 0 0 STUART LEVINSON PSYCHIATRIST 263443 0 11305 0 0 0 27000 0 12465 0 314213 0 0 0 ISABELLA SOSNOVSKY PSYCHIATRIST 233887 0 9083 0 0 0 27000 0 6433 0 276403 0 0 0 WILLIAM SCHOPPE ID DIRECTOR 182493 0 12035 0 0 0 24750 0 16903 0 236181 0 0 0 MARIE KEARNS BH DIRECTOR 212371 0 4457 0 0 0 3600 0 13426 0 233854 0 0 0 CHRISTINE JAMES CCO (UNTIL 11/22) 163463 0 30418 0 0 0 11000 0 4550 0 209431 0 0 0 DONNA MACERA-BOURGEOIS CRO 175698 0 14349 0 0 0 4050 0 13894 0 207991 0 0 0 FELICE SROLIS PROGRAM DIRECTOR 133852 0 12803 0 0 0 10100 0 4270 0 161025 0 0 0 JEFF WOLFENSON CFO (UNTIL 08/22) 108047 0 36752 0 0 0 10912 0 1136 0 156847 0 0 0 MICHAEL LEWINSKY CISO 136570 0 5192 0 0 0 11213 0 3359 0 156334 0 0 0 GAIL FINNEL PD PERF IMP & COMM 120680 0 16083 0 0 0 10800 0 4694 0 152257 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATIONS PRESIDENT AND CEO WILL PERFORM AN INITIAL REVIEW OF THE FORM 990. IN ORDER TO NOT DELAY THE FILING, THE RETURN WILL BE REVIEWED BY THE BOARD AT A SUBSEQUENT BOARD MEETING. THE ORGANIZATION UNDERSTANDS THE IMPORTANCE OF PROVIDING THE FORM 990 TO THE FULL BOARD PRIOR TO BEING FILED AND PLANS TO DO SO IN FUTURE YEARS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DISCLOSES CONFLICTS OF INTEREST ANNUALLY. IN ADDITION, INDIVIDUAL BOARD MEMBERS DISCLOSE POSSIBLE CONFLICTS OF INTEREST AS SITUATIONS ARISE WHICH ARE EVALUATED BY THE BOARD TO DETERMINE CONFLICT OF INTEREST. IF A CONFLICT DEVELOPS, THE CEO WILL DETERMINE THE BEST OPTION TO ENSURE ANY CONFLICT DOES NOT AFFECT THE OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL THE BOARD OF DIRECTORS , WHO ARE ALL INDEPENDENT PERSONS AND HAVE NO PERSONAL RELATIONSHIP TO THE CEO, DETERMINE HER COMPENSATION. THE BOARD REVIEWS THE ACCOMPLISHMENTS OF THE CEO USING COMPARATIVE COMPENSATION AND BENEFITS DATA OF CEOS IN SIMILAR SIZE AND TYPE OF ORGANIZATIONS THAT IS PROVIDED BY AN INDEPENDENT SOURCE. AN INDEPENDENT COMPENSATION CONSULTANT WAS ENGAGED TO RESEARCH AND ANALYZE COMPARATIVE SALARY AND BENEFIT DATA AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON A COMPREHENSIVE COMPENSATION PACKAGE AND SINCE THEN THE CEO RECEIVES THE SAME PERCENTAGE INCREASE AS ALL OTHER EMPLOYEES RECEIVE. THE CEO IS COMPENSATED FOR THE OPERATIONS OF PATH, INC. GROUP HOMES AND PATH HOUSING ASSOCIATES, INC. THE BOARD OF DIRECTORS MEET TO DISCUSS AND DETERMINE THE CEO'S CONTRACT WHICH IS DOCUMENTED IN THE CORPORATE FILES. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS THE CEO REVIEWS AND APPROVES THE COMPENSATION FOR KEY EMPLOYEES. THE CEO IS INDEPENDENT AND HAS NO PERSONAL RELATIONSHIP TO ANY OF THE KEY EMPLOYEES. EACH YEAR, AS PART OF THE BUDGET REVIEW, THE CEO RECOMMENDS THE ANNUAL PERCENTAGE INCREASE IN COMPENSATION TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL. THE CEO UTILIZES COMPARATIVE DATA AS WELL AS ANNUAL EMPLOYEE EVALUATIONS TO DETERMINE THE PERCENTAGE OF INCREASES IN COMPENSATION FOR ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PATH HOUSING ASSOCIATES INC 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 222533230 HOUSING PA 501(C)(3) LINE 7 N/A 0 PATH INC WORKERS' COMPENSATION SELF-INSURANCE TRUST 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 237870577 HEALTHCARE PA 501(C)(3) LINE 12A, I N/A 0 LARKSPUR HEALTHCARE NETWORK INC 4641 ROOSEVELT BOULEVARD PHILADELPHIA PA 19124 232959207 HEALTHCARE PA 501(C)(3) LINE 7 N/A 0 PATH FOUNDATION 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 881495715 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12A, I PATH INC 1 PATH LLC 8220 CASTOR AVE PHILADELPHIA PA 19152 842862442 HOLD TITLE PA PATH MM RELATED -434819 33732868 0 1 0.90000 PATH MASTER TENANT LLC 8220 CASTOR AVE PHILADELPHIA PA 19152 842912006 HOLD TITLE PA INVESTMENT 16425 179219 0 0 0.01000 PATH MANAGING MEMBER LLC 8220 CASTOR AVE PHILADELPHIA PA 19152 842868200 HOLD TITLE PA PATH INC C 377737 1.00000 1 PATH MT MM INC 8220 CASTOR AVE PHILADELPHIA PA 19152 842929364 HOLD TITLE PA PATH INC C 23155 1.00000 1 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 PATH HOUSING ASSOCIATES INC E 2025533 COST PATH MASTER TENANT LLC K 1022795 COST SCHEDULE R - ADDITIONAL INFORMATION: IN NOVEMBER 2019, PATH, INC. FORMED FOUR FOR-PROFIT SPECIAL PURPOSE ENTITIES IN ORDER TO OBTAIN FUNDING FOR THE PURCHASE AND DEVELOPMENT OF A BUILDING THROUGH THE HISTORIC TAX CREDIT (HTC) AND NEW MARKETS TAX CREDIT (NMTC) PROGRAMS OF THE U.S. TREASURY AND IRS. THE BUILDING PURCHASED IS A DESIGNATED HISTORIC PROPERTY FOR HTC PURPOSES. THE NEW ENTITIES' INVOLVEMENT IN THE PROJECT CONSISTS SOLEY OF THE ACQUISITION OF THE PROPERTY, THE DEVELOPMENT AND CONSTRUCTION OF THE IMPROVEMENTS, AND THE FUTURE LEASING OF THE PROPERTY TO PATH, INC. PART III - RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP THE AMOUNTS LISTED FOR SHARE OF TOTAL INCOME, LINES 1(F) AND 2(F) AND SHARE OF END-OF-YEAR ASSETS, LINES 1(G) AND 2(G), REFLECT 100% OF THE NOTED LLC'S TOTAL INCOME AND END-OF-YEAR ASSETS. THE ORGANIZATION, WHILE ONLY HAVING A PERCENTAGE OF OWNERSHIP, EXERCISES FULL CONTROL AND THEREFORE IS LISTING THE TOTAL SHARE OF INCOME AND END-OF-YEAR ASSETS. THESE ITEMS WERE NOT CONSOLIDATED INTO THE INCOME AND ASSETS OF PATH, INC. FOR THE PURPOSES OF THE FORM 990.