2025-04-23T00:05:07-05:00 2024-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-07-01 800113235 THE VISTA FOUNDATION VIST 7175835102 1021 SPRINGBOARD DRIVE HERSHEY PA 17033 CHRISTOPHER CASSEL TREASURER 7175835102 2025-04-22 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2025-04-22 2023 2025-03-06 01:10:19Z NZENALU OBINELO 1021 SPRINGBOARD DRIVE HERSHEY PA 17033 12825162 0 X WWW.VISTAAUTISMSERVICES.ORG X 2004 PA PROVIDE BEHAVIORAL HEALTH SERVICES TO CLIENTS 12 MONTHS OF AGE TO 21 YEARS OF AGE. 8 7 288 8 0 0 881915 430800 11666628 12001911 515554 215611 45163 105608 13109260 12753930 0 0 0 0 7010669 11215970 0 0 359784 2029205 1778934 9039874 12994904 4069386 -240974 15927191 16347210 2747854 2976232 13179337 13370978 THE VISTA FOUNDATION PROVIDES BEHAVIORAL HEALTH SERVICES TO CLIENTS 12 MONTHS OF AGE TO 21 YEARS OF AGE. THE FOUNDATION ALSO SERVES AS THE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. 0 0 8328314 12027262 THE VISTA FOUNDATION PROVIDES BEHAVIORAL HEALTH SERVICES AND BEHAVIORAL HEALTH/EDUCATIONAL CONSULTING SERVICES TO CHILDREN ATTENDING THE VISTA SCHOOL AND CHILDREN ENROLLED IN SURROUNDING SCHOOL DISTRICTS AND INTERMEDIATE UNITS. THE VISTA FOUNDATION ALSO OPERATES AN EARLY INTERVENTION PROGRAM FOR CHILDREN 12 MONTHS - 5 YEARS OF AGE. THE VISTA FOUNDATION ALSO PROVIDES IN-HOME ABA SERVICES AND OUTREACH SERVICES TO CHRISTIAN, PRIVATE AND PAROCHIAL SCHOOLS. 8328314 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 6 0 1 288 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 1 1 1 1 1 1 1 1 0 PA X X X ERICA BARLEY 7175835102 1021 SPRINGBOARD DRIVE HERSHEY PA 17033 NZENALU OBINELO CHIEF EXECUTIVE OFFICER 40.00 1.00 X 181003 0 11852 PATRICIA VERDON END 1223 CHIEF FINANCIAL OFFICER 40.00 1.00 X 137260 0 11103 BRIAN SALLDIN END 424 CONTROLLER 40.00 2.00 X 112491 0 20094 KENDRA PEACOCK END 524 DIRECTOR OF QUALITY & RESEARCH 40.00 2.00 X 103853 0 22488 CARVEL KEISER DIRECTOR OF INFRASTRUCTURE 40.00 2.00 X 112826 0 12254 TREVOR MOTLEY JOINED 123 CHIEF OPERATING OFFICER 40.00 2.00 X 0 0 0 KATRINA YOUNG PRESIDENT 10.00 10.00 X X 0 0 0 ANTHONY P WORRALL VICE PRESIDENT 8.00 8.00 X X 0 0 0 CHRISTOPHER CASSEL TREASURER 2.00 2.00 X X 0 0 0 RICHARD KOCHER SECRETARY 10.00 10.00 X X 0 0 0 DR JAMES WAXMONSKY DIRECTOR 2.00 2.00 X 0 0 0 JESSICA RITCHIE DIRECTOR 2.00 2.00 X 0 0 0 CARLEY LUCAS JOINED 623 DIRECTOR 2.00 2.00 X 0 0 0 MICHAEL JARMAN DIRECTOR 10.00 1.00 X 0 0 0 647433 0 77791 5 0 1 0 0 49417 381383 430800 EIBS PROGRAM FEES 611710 6499382 6499382 MANAGEMENT FEES 611710 2830627 2830627 EARLY INTERVENTION SERVICE FEES 611710 2671902 2671902 12001911 246014 246014 30403 -30403 -30403 -30403 121086 49417 40829 80257 80257 MISCELLANEOUS INCOME 900099 25351 25351 25351 12753930 12027262 0 295868 414786 414786 7999522 5674674 2101136 223712 169976 93536 70612 5828 1954772 1430109 465805 58858 676914 464500 195032 17382 76170 76170 111641 111641 219559 71478 148081 34198 25 34173 137387 37270 97374 2743 192050 152821 39229 15179 13634 1008 537 28387 16868 11519 5019 3207 1658 154 380212 242911 125616 11685 91107 4695 86412 STAFF RECRUITING 242395 83259 159136 LEASES, LICENSES, AND P 158465 39352 117252 1861 DUES AND SUBSCRIPTIONS 58059 58059 BANK SERVICE CHARGE 14343 14343 14763 11912 2851 12994904 8328314 4306806 359784 3922102 1537791 0 15000 2557420 1293570 1366412 2608268 343426 131230 3307618 1618530 1407447 1689088 5176406 8006539 1153978 1065724 15927191 16347210 1531850 1846158 1216004 1130074 2747854 2976232 X 12849800 13274694 329537 96284 13179337 13370978 15927191 16347210 -240974 432615 0 X X 0 1 X 1 0 X 973969 881915 430800 2286684 11884260 11802900 12001911 35689071 12858229 12684815 12432711 37975755 0 0 0 37975755 19764 414816 246014 680594 19764 414816 246014 680594 34145 382 25351 59878 12912138 13100013 12704076 38716227 0.98090 0.98200 0.01760 0.01670 X PART IV, SECTION C, LINE 1 THE VISTA FOUNDATION IS THE SOLE MEMBER OF THE VISTA SCHOOL AND OF VISTA ADULT SERVICES ORGANIZATION (VASO). IN ADDITION, THE VISTA FOUNDATION'S BOARD OF DIRECTORS CONTROLS THE APPOINTMENT OF 100% OF THE VISTA SCHOOL'S BOARD OF DIRECTORS AND VASO'S BOARD OF DIRECTORS. THE VISTA FOUNDATION HAS COVERED VASO'S OPERATING LOSSES SINCE VASO'S INCEPTION. PART I (12G)(A)&(B)(VI) THE VISTA FOUNDATION AND THE VISTA SCHOOL AND VASO SHARE PROPERTY, SERVICES, AND USE OF FACILITIES. EXPENSES ARE ASSIGNED THROUGH APPROVED ALLOCATION METHODS AND EACH ORGANIZATION IS RESPONSIBLE FOR ITS OWN ACCOUNTS PAYABLE. PART IV, SECTION A, LINE 1 THE VISTA FOUNDATION IS THE SOLE MEMBER OF THE VISTA SCHOOL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1154107 469003 685104 923638 496481 427157 1229873 653046 576827 1689088 RIGHT OF USE ASSET 1065724 1065724 DEFERRED COMPENSATION 33210 LEASE LIABILITY 1096864 1130074 X PART X, LINE 2: THE FOUNDATION, ET AL FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, ET AL, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION, ET AL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION, ET AL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. GALA 74951 14027 60924 3000 11169 1300 2320 GOLF OUTING 69091 8929 60162 335 697 6968 6420 2282 1 26461 26461 6252 85 170503 49417 121086 335 6949 9968 17589 1300 4687 40828 80258 X X X 0 0 0 0 0 0 0 1 0 NZENALU OBINELO CHIEF EXECUTIVE OFFICER 181003 0 0 0 0 0 11852 0 0 0 192855 0 0 0 PART I, LINE 7 457 B ACCOUNT FOR TWO STAFF MEMBERS OF EXECUTIVE LEADERSHIP ALL RE LLC ANTHONY WORRALL, BOARD MEMBER, OWNS ALL RE LLC 120128 RENT 1 FORM 990, PART VI, SECTION B, LINE 11B COMPLETED 990'S ARE PROVIDED TO TREASURER AND OFFICES FOR PRELIMINARY REVIEW AND AFTER INITIAL REVIEW PROVIDED TO OTHER BOARD MEMBERS PRIOR TO SUBMISSION AND FORMALLY APPROVED AT A NORMALLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND PRINCIPAL OFFICER SIGNS A STATEMENT ANNUALLY WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY, READ, UNDERSTANDS, AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. PERIODIC REVIEWS ARE CONDUCTED TO ENSURE THAT NO PARTNERSHIP OR ARRANGEMENT RESULTS IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS OF BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE PROCESS FOR DETERMINING COMPENSATION FOR ALL OFFICERS INCLUDES PERIODIC COMPARABLE ANALYSIS OF SIMILAR POSITIONS IN OTHER ORGANIZATIONS, AN OUTSIDE CONSULTANT, AND A BOARD OF DIRECTORS VOTE TO APPROVE THE MONETARY RATE. COMPENSATION PROCESS FOR OFFICERS: THE PROCESS FOR DETERMINING COMPENSATION FOR ALL OFFICERS INCLUDES PERIODIC COMPARABLE ANALYSIS OF SIMILAR POSITIONS IN OTHER ORGANIZATIONS, AN OUTSIDE CONSULTANT, AND A BOARD OF DIRECTORS VOTE TO APPROVE ANY MONTEARY RATE BASED ON EVALUATIONS BY CEO. THE BOARD APPROVES THE PERCENTAGE OF INCREASE AVAILABLE BASED ON A POINT SYSTEM. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS ALSO INCLUDED IN THE IMPACT REPORT. FORM 990, PART VI, SECTION C, LINE 19 THE VISTA FOUNDATION MAINTAINS AN UP-TO-DATE FILE THAT INCLUDES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS. THIS INFORMATION IS AVAILABLE FOR REVIEW TO THE PUBLIC UPON REQUEST AT 1021 SPRINGBOARD DRIVE, HERSHEY, PA 17033. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE VISTA SCHOOL 1021 SPRINGBOARD DRIVE HERSHEY PA 17033 251865368 PART VII PA 501(C)(3) LINE 2 THE VISTA FOUNDATION 0 VISTA ADULT SERVICES ORGANIZATION 1021 SPRINGBOARD DRIVE HERSHEY PA 17033 900769727 PART VII PA 501(C)(3) LINE 10 THE VISTA FOUNDATION 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 THE VISTA SCHOOL Q 1768160 SEE PART VII VISTA ADULT SERVICES ORGANIZATION Q 1062470 SEE PART VII VISTA ADULT SERVICES ORGANIZATION D 2608268 BOOK VALUE SCHEDULE R, PART II (B)(1): THE VISTA SCHOOL OPERATES A DAY SCHOOL AND PROVIDES OTHER EDUCATIONAL AND THERAPEUTIC PROGRAMS FOR CHILDREN DIAGNOSED WITH AUTISM SPECTRUM DISORDER EMPLOYING THE PRINCIPLES OF APPLIED BEHAVIOR ANALYSIS. SCHEDULE R, PART II (B)(2): THE PRIMARY PURPOSE OF VISTA ADULT SERVICES ORGANIZATION IS THE PROVISION OF JOB SUPPORT, BEHAVIORAL CARE, AND RELATED SERVICES TO ADULT INDIVIDUALS WITH AUTISM SPECTRUM DISORDER. SCHEDULE R, PART V 2(Q): THE VISTA SCHOOL PAID A MANAGEMENT FEE IN THE AMOUNT INDICATED TO REIMBURSE THE VISTA FOUNDATION FOR CERTAIN ADMINISTRATIVE AND MANAGERIAL FUNCTIONS PERFORMED BY FOUNDATION EMPLOYEES IN SUPPORT OF THE OPERATIONS OF THE VISTA SCHOOL PURSUANT TO THE MANAGEMENT AGREEMENT BETWEEN THE VISTA SCHOOL AND THE VISTA FOUNDATION. VISTA ADULT SERVICES ORGANIZATION (VASO) PAID A MANAGEMENT FEE IN THE AMOUNT INDICATED TO REIMBURSE THE VISTA FOUNDATION FOR CERTAIN ADMINISTRATIVE AND MANAGERIAL FUNCTIONS PERFORMED BY FOUNDATION EMPLOYEES IN SUPPORT OF THE OPERATIONS OF VASO PURSUANT TO THE MANAGEMENT AGREEMENT BETWEEN THE VISTA FOUNDATION AND VASO.