2025-02-26T14:01:01-06:00 2024-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2023-07-01 310902799 ADVOCACY & PROTECTIVE SERVICES INC ADVO 6142623800 4110 N HIGH STREET SECOND FLOOR COLUMBUS OH 43214 KRISTEN HENRY EXECUTIVE DIRECTOR 6142623800 2025-02-25 1 1 SARAH R PIOT P01358891 6146214060 2023 2025-03-06 01:10:19Z KRISTEN HENRY 4110 N HIGH STREET SECOND FLOOR COLUMBUS OH 43214 8159675 0 X WWW.APSIOHIO.ORG X 1983 OH PROVIDER OF GUARDIANSHIP AND OTHER PROTECTIVE SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES 17 17 127 20 0 0 40050 123430 7481362 7877541 78449 150019 0 -366 7599861 8150624 0 0 0 0 6642494 6700738 0 0 12755 1308433 1310241 7950927 8010979 -351066 139645 4471271 4547725 796849 705378 3674422 3842347 X ADVOCACY AND PROTECTIVE SERVICES, INC. ("APSI") IS AN INDEPENDENT ORGANIZATION WHICH ADVOCATES FOR OUTCOMES THAT PROMOTE THE DIGNITY, RESPECT AND ENHANCED QUALITY OF LIFE FOR INDIVIDUAL PERSONS WITH DISABILITIES, PRIMARILY THOSE WITH INTELLECTUAL DISABILITIES. SERVING CRITICAL NEEDS, ONE PERSON AT A TIME. 0 0 7258280 7877541 APSI CONTRACTS WITH THE OHIO DEPARTMENT OF DEVELOPMENTAL DISABILITIES TO PROVIDE GUARDIANSHIP AND OTHER DECISION-MAKING SUPPORT FOR ADULTS WITH DEVELOPMENTAL DISABILITIES ACCORDING TO OHIO LAW AND BY THE AUTHORITY OF OHIO PROBATE COURTS. AS GUARDIAN OF THE PERSON ONLY, APSI MAKES DAY-TO-DAY DECISIONS ON BEHALF OF THE INDIVIDUAL, ADDRESSING MATTERS SUCH AS LIVING ARRANGEMENTS, SERVICE PROVIDERS, AND MEDICAL CARE. APSI DOES NOT SERVE AS GUARDIAN OF THE ESTATE, WHICH COVERS THE INDIVIDUAL'S FINANCES AND PROPERTY.CONTINUES ON SCHEDULE ODURING THE FISCAL YEAR ENDED JUNE 30, 2024, APSI SERVED 3,175 INDIVIDUALS THROUGHOUT OHIO. APSI SPECIALIZES IN SERVING INDIVIDUALS WITH THE HIGHEST LEVEL OF NEEDS IN THE LEAST RESTRICTIVE MANNER POSSIBLE. TO ENSURE THE HEALTH AND SAFETY OF THESE CLIENTS, APSI STAFF COMPLETED 20,590 VIRTUAL OR IN-PERSON VISITS TO OUR CLIENTS' HOMES AND WORK SETTINGS, PROVIDED CONSENT FOR 19,533 MEDICAL AND PROGRAM SERVICES, AND RESPONDED TO 8,215 AFTER-HOURS PHONE CALLS.APSI PROMOTES SELF-DETERMINATION, SELF-ADVOCACY, AND PRINCIPLES OF LEAST RESTRICTIVE SERVICES FOCUSED ON PERSON-CENTERED PLANNING. APSI STAFF ARE COMMITTED TO ENHANCING AN INDIVIDUAL'S QUALITY OF LIFE IN A WAY THAT BEST SUPPORTS INDIVIDUAL NEEDS AND PREFERENCES WHILE PROTECTING THE PERSON FROM HARM. APSI PROVIDES GUARDIANSHIP SERVICES THAT MAXIMIZE WHAT IS BEST FOR THE PERSON WITH CONSIDERATION OF THE LEAST INTRUSIVE, MOST NORMALIZING, AND LEAST RESTRICTIVE COURSE OF ACTION POSSIBLE GIVEN THE NEEDS OF THE INDIVIDUAL. 7258280 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARY E GREEN CONTROLLER 6142623800 4110 N HIGH STREET SECOND FLOOR COLUMBUS OH 43214 KRISTEN HENRY EXECUTIVE DIRECTOR 40.00 X 120633 0 19743 THOMAS CHAHINE DIR OF FIN. & ADMIN. (EXIT 08/23) 40.00 X 51867 0 10245 MARY GREEN CONTROLLER (ENTER 12/23) 40.00 X 4222 0 0 JERILYN GEORGE DIR. OF OPERATIONS 40.00 X 101248 0 16762 NANCY BANKS TRUSTEE 1.00 X 0 0 0 ERIN BARKER-BROWN TRUSTEE 1.00 X 0 0 0 JOHN COHEN TRUSTEE 1.00 X 0 0 0 REBECCA DEAN TRUSTEE 1.00 X 0 0 0 SANDY DIRKMAN TRUSTEE 1.00 X 0 0 0 TONNISHA ENGLISH-AMAMOO TRUSTEE (ENTER 02/24) 1.00 X 0 0 0 JOHN HAUSER TRUSTEE 1.00 X 0 0 0 MARGARET HUTZEL TRUSTEE 1.00 X 0 0 0 DARRION MITCHELL TRUSTEE 1.00 X 0 0 0 ROBERTA MONTENEGRO TRUSTEE 1.00 X 0 0 0 MARCI STRAUGHTER TRUSTEE 1.00 X 0 0 0 RACHEL ULBRICH TRUSTEE 1.00 X 0 0 0 TONYA WHITSETT TRUSTEE 1.00 X 0 0 0 BLAINE BROCKMAN BOARD PRESIDENT 2.00 X X 0 0 0 BRADLEY EBERHARD BOARD VICE PRESIDENT 1.00 X X 0 0 0 NATHAN GRIFFIN BOARD SECRETARY 1.00 X X 0 0 0 ALICE PAVEY BOARD TREASURER 1.00 X X 0 0 0 277970 0 46750 2 0 0 0 TEAMLOGIC IT 100 W OLD WILSON BRIDGE ROAD STE WORTHINGTON OH 43085 IT MANAGED SERVICES 171653 FOOTHOLD TECHNOLOGY INC 36 E 12TH STREET NEW YORK NY 10003 CLIENT MANAGEMENT SOFTWARE SERVICES 102070 2 265 9121 114044 123430 PROTECTIVE SERVICES 624310 7872595 7872595 4946 4946 7877541 150019 150019 8685 9121 9051 -366 -366 8150624 7877541 0 149653 190018 190018 4896304 4612905 272069 11330 81832 70894 10684 254 1132652 1061618 70358 676 399932 363267 36353 312 87404 87404 41943 41943 61600 61600 165710 150134 15576 4101 2095 2006 39057 31078 7979 182461 159560 22901 226281 200493 25788 270105 265506 4599 5909 4519 1390 297 297 66448 50732 15716 48356 43438 4918 GRANT EXPENSES 40946 40461 485 RECRUITING/SUBSCRIPTION 37683 26001 11682 EVENT EXPENSES 15112 12404 2708 16828 14171 2474 183 8010979 7258280 739944 12755 1385493 273240 2086428 3107315 196140 257574 52501 72883 1697582 952382 688292 745200 62417 91513 4471271 4547725 736300 616384 60549 88994 796849 705378 X 3674422 3842347 3674422 3842347 4471271 4547725 139645 28280 0 X X 0 1 X 1 0 X 30658 1153466 52153 40050 123431 1399758 6819518 7173633 7301344 7481362 7877541 36653398 157724 161664 165708 169848 174096 829040 7007900 8488763 7519205 7691260 8175068 38882196 3100 1430 1300 1775 2000 9605 0 3100 1430 1300 1775 2000 9605 38872591 32257 8924 1430 78449 150019 271079 32257 8924 1430 78449 150019 271079 4115 4115 7040157 8501802 7520635 7769709 8325087 39157390 0.99270 0.99530 0.00690 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 61600 0 0 61600 0 PART II-B, LINE 1: LOBBYING ACTIVITIES INVOLVE ADVOCACY EFFORTS AIMED AT INFLUENCING LEGISTLATION, PUBLIC POLICIES, AND FUNDING TO IMPROVE THE QUALITY OF LIFE FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. ACTIVITIES MAY INCLUDE RAISING AWARENESS, POLICY ADVOCACY, COMMUNITY ENGAGEMENT, COLLABORATING WITH OTHER ORGANIZATIONS, AND TESTIFYING AT HEARINGS. 89250 89250 1398410 774941 623469 209922 177441 32481 745200 CAPITAL LEASE OBLIGATIONS 4330 OPERATING LEASE LIABILITY 84664 88994 X 8362051 28280 174096 9051 211427 8150624 0 8150624 8194126 174096 9051 183147 8010979 0 8010979 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE YEARS ENDED JUNE 30, 2024 AND 2023 RELATED TO UNCERTAIN TAX POSITIONS. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION FOR YEARS AFTER 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,051. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,051. PICKLEBALL 12912 7287 5625 4317 643 700 1016 ANNIVERSARY 4894 1834 3060 1280 26 1069 17806 9121 8685 5597 669 700 2085 9051 -366 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SUBMITTED TO THE BOARD EXECUTIVE AND FINANCE COMMITTEES FOR REVIEW. THE COMMITTEES REVIEW AND DISCUSS THE FORM 990, THEN THE FORM 990 IS SUBMITTED TO THE FULL BOARD FOR REVIEW. UPON APPROVAL BY THE FULL BOARD, THE FORM 990 IS E-FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SUBMIT CONFLICT OF INTEREST DOCUMENTS ANNUALLY TO DETERMINE CONFLICT OF INTEREST ISSUES. THE BOARD VICE PRESIDENT REVIEWS DOCUMENTS AND REPORTS PROBLEMS TO BOARD AND TOP MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S WAGE INCREASES ARE APPROVED ANNUALLY BY THE INDEPENDENT BOARD FOLLOWING THEIR REVIEW. THIS APPROVAL OCCURS DURING THE EXECUTIVE DIRECTOR'S ANNUAL REVIEW AND CONSIDERS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SALARY SURVEY DATA BASED ON OTHER OHIO NON-PROFIT ORGANIZATIONS. THE BOARD'S DECISION IS RECORDED IN THE MINUTES. A SALARY SCHEDULE WITH SALARY RANGES FOR ALL EMPLOYEES IS REVIEWED BY THE PERSONNEL COMMITTEE AND APPROVED BY BOARD. THE PROCESS INCLUDES A REVIEW OF SALARY DATA OF SIMILAR NON-PROFITS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. THE INDEPENDENT AUDIT IS FILED WITH THE STATE OF OHIO DEPARTMENT OF DEVELOPMENTAL DISABILITIES AND BECOMES PUBLIC RECORD. BOTH THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE ANNUALLY. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS RESPONSIBILITY FOR RECOMMENDING THE SELECTION OF THE AUDIT FIRM. IF THEY RECOMMEND A CHANGE, THEY WOULD PARTICIPATE IN DEVELOPMENT OF THE RFP AND BIDDING PROCESS AS WELL AS FINAL NEGOTIATIONS WITH THE AUDIT FIRM REGARDING CONTRACT TERMS. THE AUDIT COMMITTEE ALSO PROVIDES OVERSIGHT BY MONITORING APPROPRIATE ROTATION OF STAFF ON THE AUDIT TEAM. THE INDEPENDENT AUDITOR REPORTS TO THE AUDIT COMMITTEE APPROXIMATELY ONE MONTH AFTER THE AUDIT IS FINALIZED AND BEFORE THE AUDIT IS SUBMITTED TO THE BOARD. THE AUDIT COMMITTEE REVIEWS THE AUDIT AND INTERVIEWS THE AUDITORS TO ENSURE FINANCIALS ARE ACCURATE. ONLY AFTER MEETING WITH THE AUDITORS DOES THE AUDIT COMMITTEE RECOMMEND ACCEPTANCE OF THE AUDIT TO THE BOARD.