2025-04-23T17:23:03-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 231972816 THE COUNCIL OF SOUTHEAST PENNSYLVANIA INC COUN 2153456644 4459 W SWAMP ROAD DOYLESTOWN PA 18902 DEBORAH BACON TREASURER 2153456644 2025-04-23 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-04-23 2023 2025-03-06 01:10:19Z JENNIFER KING 4459 W SWAMP ROAD DOYLESTOWN PA 18902 7256594 0 X WWW.COUNCILSEPA.ORG X 1975 PA TRANSFORMING LIVES THROUGH SUSTAINED RECOVERY 16 16 137 146 0 0 4730065 5181259 2208071 2074268 714 1067 0 0 6938850 7256594 0 0 0 0 4755132 4912860 0 0 37393 2078914 2157415 6834046 7070275 104804 186319 4116294 4198855 2401929 2298171 1714365 1900684 X THE COUNCIL OFFERS HOPE AND SUPPORT TO REDUCE THE IMPACT OF ADDICTION BY PROVIDING RESOURCES AND CREATING OPPORTUNITIES FOR THE ENTIRE COMMUNITY WHICH GUIDE THE JOURNEY OF RECOVERY. (CONTINUED ON SCHEDULE O.)WE ACCOMPLISH THIS THROUGH PREVENTION, CONSULTATION, EDUCATION, ADVOCACY, ASSESSMENT, INTERVENTION AND RECOVERY SUPPORT SERVICES. THE COUNCIL OF SOUTHEAST PENNSYLVANIA, INC. (THE COUNCIL) IS A PRIVATE NON-PROFIT PREVENTION, EDUCATION, ADVOCACY, ASSESSMENT, INTERVENTION, AND RECOVERY SUPPORT ORGANIZATION, SERVING THE COUNTIES OF BERKS, BUCKS, LANCASTER, CHESTER, MONTGOMERY, DELAWARE, SCHUYLKILL, AND PHILADELPHIA. THE COUNCIL PROVIDES A WIDE RANGE OF SERVICES TO REDUCE THE IMPACT OF ADDICTION AND IMPROVE RELATED HEALTH ISSUES FOR THE ENTIRE COMMUNITY INCLUDING FAMILIES, SCHOOLS, BUSINESSES, INDIVIDUALS AND THE COMMUNITY, REGARDLESS OF ABILITY TO PAY, ETHNICITY, RACE, GENDER, AGE OR SEXUAL ORIENTATION. 1 0 3238056 0 578114 THE PRO-ACT DIVISION INCLUDES RECOVERY SUPPORT PROGRAMS AND SERVICES THROUGHOUT THE SOUTHEAST PA REGION. PENNSYLVANIA RECOVERY ORGANIZATION - ACHIEVING COMMUNITY TOGETHER (PRO-ACT) IS A GRASSROOTS ADVOCACY AND RECOVERY SUPPORT INITIATIVE OF THE COUNCIL COVERING SOUTHEASTERN PENNSYLVANIA. PRO-ACT WORKS TO REDUCE THE STIGMA OF SUBSTANCE USE DISORDER, ENSURE THE AVAILABILITY OF ADEQUATE TREATMENT AND RECOVERY SUPPORT SERVICES, AND TO INFLUENCE PUBLIC OPINION AND POLICY REGARDING THE VALUE OF RECOVERY.(CONTINUED ON SCHEDULE O.)PROGRAMS INCLUDE: WARM HANDOFF IN 7 HOSPITALS ACROSS MULTIPLE COUNTIES SERVING 3,324 INDIVIDUALS, WITH 81% OF PATIENTS ACCEPTING RESOURCES OR TRANSFERRING FROM THE HOSPITAL DIRECTLY TO TREATMENT. CERTIFIED RECOVERY SPECIALIST SERVICES, TELEPHONIC SUPPORT, A FAMILY RESOURCE CENTER, AND THE WOMEN'S RECOVERY COMMUNITY CENTER, THE 167TH HOUSE TO BE LICENSED IN PENNSYLVANIA. THE COUNCIL HAS RECOVERY COMMUNITY CENTERS IN PHILADELPHIA, BUCKS, AND MONTGOMERY COUNTIES, AND SERVED 3,117 INDIVIDUALS ACROSS ITS RECOVERY SUPPORT PROGRAMS. 2229622 0 992483 THE PREVENTION TRAINING AND EDUCATION DIVISION PROVIDES SERVICES TO EDUCATE AND INCREASE AWARENESS OF ALCOHOL, TOBACCO, AND OTHER DRUGS (ATOD) AMONG YOUTH AND ADULTS. PREVENTION SERVICES INCLUDE THE FACILITATION OF K-12 EVIDENCE-BASED PROGRAMMING IN SCHOOLS, INTERVENTION GROUPS, YOUTH ADVOCACY OPPORTUNITIES, COMMUNITY PRESENTATIONS, ASSEMBLIES, AND PROFESSIONAL DEVELOPMENT TO SCHOOLS, COMMUNITIES, FAITH-BASED ORGANIZATIONS, AND BUSINESSES. (CONTINUED ON SCHEDULE O.)DRUG-FREE COMMUNITY (DFC) COALITIONS ARE FORMAL COLLABORATIVE ARRANGEMENTS AMONG GROUPS OR ORGANIZATIONS WITHIN A COMMUNITY THAT ARE FORMED OR EXPANDED TO PREVENT AND REDUCE YOUTH SUBSTANCE USE, INCLUDING PRESCRIPTION DRUG ABUSE, WITHIN THE COMMUNITY. IN A COMMUNITY COALITION, EACH MEMBER MAINTAINS AN INDEPENDENT STATUS WHILE AGREEING TO WORK COLLABORATIVELY TO ACHIEVE A COMMON GOAL. THE COUNCIL LEADS A DFC PROJECT IN THE NESHAMINY SCHOOL DISTRICT - THE NESHAMINY COALITION FOR YOUTH. 315 SERVICES PROVIDED EDUCATION TO 24,975 INDIVIDUALS. TRAINING SERVICES INCLUDE STUDENT ASSISTANCE PROGRAM (SAP) K-12 CORE TEAM MEMBERS TRAINING AND OTHER RELATED TRAINING, PHILADELPHIA RECOVERY TRAINING CENTER WHICH IS DEDICATED TO SUPPORTING AND STRENGTHENING THE TRANSFORMATION OF THE PEER CULTURE IN PHILADELPHIA BY PROVIDING PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO THE RECOVERY COMMUNITY, AND THE SUPPORTING YOUTH RECOVERY ENHANCED CRS PROGRAM WHICH PREPARES PEER PARAPROFESSIONALS TO OBTAIN THE CERTIFIED RECOVERY SPECIALIST (CRS) CREDENTIAL AND TO PROVIDE PEER-BASED ADDICTION RECOVERY SUPPORT SERVICES TO YOUNG PEOPLE AGES 12-26. 23 TRAININGS EDUCATED 378 INDIVIDUALS. EDUCATION SERVICES INCLUDE THE FOSTERING LEADERSHIP IN YOUTH/YOUNG ADULTS (FLYY) PROGRAM, WHICH PROVIDES THE SKILLS NECESSARY TO HELP INCREASE PROTECTIVE FACTORS AND DECREASE RISK FACTORS FOR THOSE AGES 10-25 AND THE STUDENT ASSISTANCE PROGRAM LIAISON SERVICES WHOSE PRIMARY GOALS ARE TO PROMOTE WELLNESS AND RESILIENCY BY ENGAGING YOUTH AND FAMILIES WITH A MORE HOLISTIC, NEEDS-BASED MODEL, INCREASE PARTNERSHIPS AND EFFICIENCIES WITH SCHOOL PARTNERS THROUGH A COORDINATED APPROACH AND PHILOSOPHY OF CARE, AND CREATE A MORE STREAMLINED APPROACH THAT MAXIMIZES RESOURCES BY CENTRALIZING LIAISON SUPPORT THROUGH A SINGLE PROVIDER. 267 STUDENTS COMPLETED BEHAVIORAL HEALTH SCREENINGS, 1,031 STUDENTS PARTICIPATED IN GROUPS AND 761 STUDENTS RECEIVED INDIVIDUALIZED SERVICES. 869678 0 503671 INTERVENTION DIVISION: SERVICES FOR THOSE INVOLVED WITH THE CRIMINAL JUSTICE SYSTEM BECAUSE OF THEIR SUBSTANCE USE. CASE MANAGEMENT AND SUPPORT THROUGH TREATMENT AND RECOVERY FOR INDIVIDUALS WHO HAVE BEEN IDENTIFIED AS HAVING SUBSTANCE USE DISORDERS. THE COUNCIL PROVIDES A MYRIAD OF PROGRAMS THAT PROVIDE BOTH EDUCATION AND INTERVENTION SERVICES, INCLUDING CRIMINAL JUSTICE PROGRAMS (DUI, TASC DCDP); ADULT AND ADOLESCENT TREATMENT; CASE MANAGEMENT SERVICES (TRADITIONAL CASE MANAGEMENT, AND CHILDREN & YOUTH). THE INTERVENTION DIVISION SERVED 1241 INDIVIDUALS IN SERVICES RANGING FROM SCREENINGS AND ASSESSMENTS, EDUCATIONAL CLASSES, OUTPATIENT TREATMENT, FAMILY STRENGTHENING GROUPS AND TRAINING. 6337356 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JENNIFER KING 2678174861 4459 W SWAMP ROAD DOYLESTOWN PA 18902 CHIEF WILLIAM F WIEGMAN PRESIDENT 3.00 X X 0 0 0 RONALD ROLON M ED FIRST VICE PRESIDENT 3.00 X X 0 0 0 PATRICIA NYE LCSW MBA CAADC CPRP SECOND VICE PRESIDENT 3.00 X X 0 0 0 DEBORAH BACON CPA TREASURER 3.00 X X 0 0 0 KATE GILMOUR SECRETARY 3.00 X X 0 0 0 MATTHEW BARTELT DIRECTOR 1.00 X 0 0 0 SHARON AL BRASS ESQ DIRECTOR 1.00 X 0 0 0 HARRY DANNEHOWER III DIRECTOR 3.00 X 0 0 0 CORNELL DAVIS MSW DIRECTOR 1.00 X 0 0 0 RICK FELTY CRS CPSS CPFS DIRECTOR 1.00 X 0 0 0 THOMAS GANNON DIRECTOR 1.00 X 0 0 0 JASON KRAIL DIRECTOR 1.00 X 0 0 0 KORY LONDON MD DIRECTOR 1.00 X 0 0 0 KATHLEEN MCGOVERN DIRECTOR 1.00 X 0 0 0 MARTIN PIERETTI DO MPH DIRECTOR 1.00 X 0 0 0 JULIE SMITH DIRECTOR 1.00 X 0 0 0 JENNIFER KING EXECUTIVE DIRECTOR 40.00 X 143395 0 6014 CINDY TOMLINSON DIR. OF OPS. & BUS. ADMIN. 40.00 X 120425 0 16360 263820 0 22374 2 0 0 0 APM SYSTEMS INC 1313 SOUTH PENNSYLVANIA AVE MORRISVILLE PA 19067 IT CONSULTING 199933 1 78 4790157 391024 5181259 CLIENT FEES 624100 2074268 2074268 2074268 1067 1067 7256594 2074268 0 1067 284940 42741 242199 3594513 3426564 166336 1613 51054 51027 27 691359 690057 998 304 290994 261019 29852 123 6426 3210 3216 94724 94724 425690 406656 18619 415 2509 2509 155879 131672 23271 936 297888 277041 20847 561286 515656 45629 1 109380 106881 2297 202 34613 28203 6410 69485 68721 764 PROGRAM SUPPLIES 160355 132700 1150 26505 EQUIPMENT RENTAL 64650 58720 5930 FEES, DUES AND LICENSES 48489 29313 12711 6465 BAD DEBT 3647 3647 122394 107175 15181 38 7070275 6337356 695526 37393 2900 2900 1055761 1114278 1191176 1294481 58557 82363 629748 393108 271251 236640 1536649 1468193 4116294 4198855 290792 323101 536373 502845 35207 35207 56827 25939 1482730 1411079 2401929 2298171 X 1711730 1898049 2635 2635 1714365 1900684 4116294 4198855 186319 0 X 0 1 X 1 1 1 X 4452116 5897368 4986158 4730065 5181259 25246966 4452116 5897368 4986158 4730065 5181259 25246966 25246966 475 690 1325 714 1067 4271 25251237 10364293 0.99980 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 92000 92000 412114 283560 128554 125634 109548 16086 236640 OPERATING RIGHT OF USE ASSETS 1393139 SECURITY DEPOSITS 44419 RESERVE FOR UNEMPLOYMENT CLAIMS 30635 1468193 OPERATING LEASE LIABILITIES 1411079 1411079 X 7719331 462737 462737 7256594 0 7256594 7533012 462737 462737 7070275 0 7070275 PART IV, LINE 2B: FUNDS HELD FOR COMMUNITY PARTNERSHIPS HAVE BEEN ESTABLISHED TO ACCOUNT FOR ASSETS RECEIVED BY THE COUNCIL ON BEHALF OF ITS PRO-ACT COMMUNITY PARTNERSHIP PROGRAM. THESE FUNDS HAVE BEEN RECEIVED THROUGH DONATIONS AND FUNDRAISING EVENTS OF THE COUNCIL TO BE USED TO SUPPORT THIS PROGRAM. PART X, LINE 2: THE COUNCIL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE COUNCIL IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS, NOR IS IT AWARE OF ANY OF ITS ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. NO CURRENT TAX OBLIGATION EXISTS ON THE FEDERAL OR STATE LEVEL. ADDITIONALLY, THE COUNCIL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE COUNCIL FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE COUNCIL'S FINANCIAL STATEMENTS. FORM 990, PART III, LINE 2 REGIONAL HUBS ARE A PENNSYLVANIA INITIATIVE FUNDED BY THE COMMONWEALTH OF PENNSYLVANIA, DEPARTMENT OF DRUG AND ALCOHOL THAT AIMS TO INCREASE KNOWLEDGE AND CAPACITY OF RECOVERY SUPPORT SERVICES THROUGHOUT THE COMMONWEALTH, AND THE PROJECT HAS ORGANIZED IT IN 9 REGIONS ACROSS THE STATE. THE COUNCIL WAS AWARDED 2 OF THE 9 REGIONS. BCOR-BUILDING COMMUNITIES OF RECOVERY THIS GRANT IS AWARDED THROUGH SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (SAMHSA) TO MOBILIZE REGIONAL AND STATE RESOURCES FOR THE RECOVERING COMMUNITY. FORM 990, PART VI, SECTION A, LINE 1A THE COUNCIL BOARD HAS AN EXECUTIVE COMMITTEE THAT INCLUDES THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER. THE BUSINESS OF THE EXECUTIVE COMMITTEE IS CONDUCTED ALONG THE SAME GUIDELINES AS THE BOARD OF DIRECTORS EXCEPT THAT A MAJORITY VOTE SHALL PREVAIL. IN ACCORDANCE WITH THE BY-LAWS, THE EXECUTIVE DIRECTOR IS AUTHORIZED TO ACT AS INDEPENDENT AGENT FOR SIGNING CONTRACTS AND FOR THE GOVERNING BODY IN CREATING AND ESTABLISHING WRITTEN POLICIES AND PROCEDURES BY SPECIFIC PROJECTS AND GENERAL MANAGEMENT OF THE COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF OPERATIONS AND BUSINESS ADMINISTRATION, AND THEN BY THE TREASURER. THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO COUNCIL BOARD MEMBERS, STAFF AND VOLUNTEERS WHO HAVE BEEN GRANTED SIGNIFICANT INDEPENDENT DECISION-MAKING AUTHORITY WITH RESPECT TO FINANCIAL OR OTHER RESOURCES OF THE COUNCIL. POTENTIAL CONFLICTS ARE REPORTED TO THE CORPORATE COMPLIANCE OFFICER AND/OR EXECUTIVE DIRECTOR, WHO ARE RESPONSIBLE FOR REVIEWING AND INVESTIGATING ANY SUSPECTED CONFLICT OF INTEREST; THIS INCLUDES A COMMITTEE REVIEW PROCESS AS WELL AS DISCLOSURES, AS APPROPRIATE. IF FURTHER ACTION OR REVIEW IS REQUIRED BY THE BOARD, THE PROPOSED ACTION OR TRANSACTION MUST BE APPROVED BY A MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO THE ORGANIZATION AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. ANNUAL DISCLOSURE OF EXISTING AND POTENTIAL CONFLICTS OF INTEREST IS REQUIRED, AND THE CONFLICT OF INTEREST POLICY INCLUDES A DUTY TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AS SOON AS THEY ARE KNOWN, OR REASONABLY SHOULD BE KNOWN. THE SECRETARY OF THE BOARD FILES COPIES OF ALL DISCLOSURE STATEMENTS WITH THE OFFICIAL CORPORATE RECORDS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COUNCIL'S PERSONNEL COMMITTEE MEETS ANNUALLY TO DETERMINE THE SALARIES FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS. IN ORDER TO ESTABLISH A BASIS FOR MAKING RECOMMENDATIONS, THE COMMITTEE: REVIEWS THE FINANCIAL STATUS OF THE AGENCY, REVIEWS INDIVIDUAL SALARY RANGES TO DETERMINE IF RANGES ARE COMPETITIVE WITH SIMILAR JOBS IN SIMILAR AGENCIES, RESEARCHES THE CONSUMER PRICE INDEX (CPI) FOR THE PHILADELPHIA REGION FOR THE PAST SIX MONTHS, AND REVIEWS PERFORMANCE EVALUATIONS. ONCE ALL INFORMATION HAS BEEN REVIEWED, THE PERSONNEL COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE BOARD'S APPROVAL IS DOCUMENTED IN THE MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.