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Nonprofiteer
← FAMILY SERVICES INC

Form 990 for tax year 2023

Filed by FAMILY SERVICES INC.

Totals

Total revenue
$37,806,544
Total expenses
$36,816,084
Contributions and grants received
$5,714,972
Grants paid
$0
Program service revenue
$31,728,122
Investment income
$333,662
Other revenue
$29,788
Total assets, end of year
$21,796,162
Total liabilities, end of year
$9,397,173
Net assets or fund balances, end of year
$12,398,989
Program services expenses (Part IX)
$30,816,767
Management and general expenses
$5,999,317
Fundraising expenses
$0
Program service expenses (Part III)
$30,816,767

Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $4,636,828

  • 1f · All other contributions, gifts and grants

    $1,078,144

  • 2a · Program service revenue: FAMILY & COMMUNITIES SERVICES

    total $16,821,347 · related or exempt $16,821,347

  • 2b · Program service revenue: REHABILITATION & RECOVERY SERVICE

    total $10,389,477 · related or exempt $10,389,477

  • 2c · Program service revenue: COMMUNITY TREATMENT SERVICES

    total $4,060,013 · related or exempt $4,060,013

  • 2d · Program service revenue: OTHER CONTRACT REVENUE

    total $344,651 · related or exempt $344,651

  • 2e · Program service revenue: OTHER PROGRAM SERVICES

    total $112,634 · related or exempt $112,634

  • 3 · Investment income

    total $63,979 · excluded $63,979

  • 7a · Gross sales of assets other than inventory

    other assets $300,000

  • 7b · Less cost or other basis and sales expenses

    other assets $30,317

  • 7c · Gain or loss

    other assets $269,683

  • 7d · Net gain or loss

    total $269,683 · excluded $269,683

  • 11a · Other revenue: HUD MANAGEMENT FEE

    total $29,788 · related or exempt $29,788

  • 11e · Other revenue, total

    $29,788

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $19,980,459 · program services $19,659,856 · management and general $320,603

  • 8 · Pension plan contributions

    total $765,005 · program services $569,243 · management and general $195,762

  • 9 · Other employee benefits

    total $1,101,778 · program services $1,085,908 · management and general $15,870

  • 10 · Payroll taxes

    total $1,718,601 · program services $1,584,188 · management and general $134,413

  • 11b · Fees: legal

    total $18,274 · program services $2,582 · management and general $15,692

  • 11c · Fees: accounting

    total $125,031 · management and general $125,031

  • 11g · Fees: other

    total $2,761,320 · program services $2,618,087 · management and general $143,233

  • 12 · Advertising and promotion

    total $131,135 · program services $130,838 · management and general $297

  • 13 · Office expenses

    total $534,743 · program services $453,922 · management and general $80,821

  • 14 · Information technology

    total $433,398 · program services $275,260 · management and general $158,138

  • 16 · Occupancy

    total $2,093,525 · program services $1,951,123 · management and general $142,402

  • 17 · Travel

    total $212,403 · program services $210,605 · management and general $1,798

  • 19 · Conferences, conventions and meetings

    total $112,921 · program services $112,921

  • 20 · Interest

    total $109,926 · program services $98,306 · management and general $11,620

  • 22 · Depreciation, depletion and amortization

    total $695,787 · program services $527,225 · management and general $168,562

  • 23 · Insurance

    total $235,728 · program services $232,863 · management and general $2,865

  • 24a · Other expenses: INTERCORPORATE CHARGES

    total $4,457,967 · management and general $4,457,967

  • 24b · Other expenses: CLIENT ASSISTANCE

    total $897,906 · program services $888,994 · management and general $8,912

  • 24c · Other expenses: FOOD PROGRAM

    total $316,048 · program services $315,364 · management and general $684

  • 24d · Other expenses: VEHICLE EXPENSE

    total $68,413 · program services $63,786 · management and general $4,627

  • 24e · All other expenses

    total $45,716 · program services $35,696 · management and general $10,020

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,244,231 · end of year $2,000,194

  • 2 · Savings and temporary cash investments

    beginning of year $2,254,729 · end of year $1,014,793

  • 4 · Accounts receivable

    beginning of year $6,209,292 · end of year $5,367,010

  • 9 · Prepaid expenses and deferred charges

    beginning of year $407,216 · end of year $146,081

  • 10a · Land, buildings and equipment: cost or other basis

    $20,324,444

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,251,275

  • 10c · Land, buildings and equipment, net

    beginning of year $10,026,499 · end of year $10,073,169

  • 12 · Investments: other securities

    beginning of year $44,000 · end of year $44,000

  • 15 · Other assets

    beginning of year $3,332,803 · end of year $3,150,915

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,905,416 · end of year $4,665,689

  • 19 · Deferred revenue

    beginning of year $1,299,412 · end of year $1,039,337

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,971,748 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,824,746 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,109,919 · end of year $3,692,147

  • 27 · Net assets without donor restrictions

    beginning of year $8,910,678 · end of year $9,989,897

  • 28 · Net assets with donor restrictions

    beginning of year $2,496,851 · end of year $2,409,092

Mission and programs · 2023

Mission

FAMILY SERVICES, INC., A SUBSIDIARY OF SHEPPARD PRATT, A NOT-FOR-PROFIT BEHAVIORAL HEALTH SYSTEM, IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES BY COMPASSIONATELY SERVING THEIR MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION, AND COMMUNITY SUPPORT NEEDS.

Activities or mission (Part I)

PROVIDING COMMUNITY-BASED OUTPATIENT BEHAVIORAL HEALTH, RESIDENTIAL REHABILITATION AND SOCIAL SERVICES AS PART OF SHEPPARD PRATT CONTINUUM OF CARE.

  • FAMILIES AND COMMUNITIES: PROVIDES INTENSIVE TREATMENT AND SUPPORT SERVICES TO CHILDREN AND ADOLESCENTS WITH MENTAL HEALTH NEEDS AND THEIR FAMILIES.

    Expenses $20,030,899 · Revenue $17,308,420

  • REHABILITATION AND RECOVERY SERVICES: PROVIDES RESIDENTIAL AND REHABILITATION SUPPORT, LIVING SKILLS, AND VOCATIONAL SERVICES TO ADULTS WITH SERIOUS MENTAL ILLNESS AND DEVELOPMENTAL DISABILITIES.

    Expenses $7,087,856 · Revenue $10,389,477

  • COMMUNITY TREATMENT: PROVIDES COMPREHENSIVE OUTPATIENT MENTAL HEALTH SERVICES TO ADULTS, ADOLESCENTS, AND CHILDREN.

    Expenses $3,698,012 · Revenue $4,060,013

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Harsh Trivedi MD MBA

    PRESIDENT AND CEO

    Total calculated
    $1,587,024
    From this org
    $0
    From related orgs
    $1,534,067
    Other
    $52,957
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,184,905 related
    Bonus
    $0 + $322,245 related
    Other
    $0 + $26,917 related
    Deferred
    $0 + $52,900 related
    Nontaxable benefits
    $0 + $57 related
    Filer's total
    $0 + $1,587,024 related

  • Jeffrey W Richardson

    VP AND COO COMM SERV (PART YEAR)

    Total calculated
    $694,763
    From this org
    $0
    From related orgs
    $658,254
    Other
    $36,509
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,251 related
    Bonus
    $0 + $93,744 related
    Other
    $0 + $82,259 related
    Deferred
    $0 + $2,900 related
    Nontaxable benefits
    $0 + $33,609 related
    Filer's total
    $0 + $694,763 related

  • Kelly Savoca

    SVP AND CFO

    Total calculated
    $656,342
    From this org
    $0
    From related orgs
    $653,385
    Other
    $2,957
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $498,679 related
    Bonus
    $0 + $99,603 related
    Other
    $0 + $55,103 related
    Deferred
    $0 + $2,900 related
    Nontaxable benefits
    $0 + $57 related
    Filer's total
    $0 + $656,342 related

  • Greg Gattman

    VP AND COO HOSPITALS

    Total calculated
    $604,926
    From this org
    $0
    From related orgs
    $549,965
    Other
    $54,961
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,639 related
    Bonus
    $0 + $85,932 related
    Other
    $0 + $29,394 related
    Deferred
    $0 + $27,900 related
    Nontaxable benefits
    $0 + $27,061 related
    Filer's total
    $0 + $604,926 related

  • Antonio Simpkins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Karla Hoffman

    CHIEF, FAMILIES & COMMUNITIES

    Total calculated
    $197,896
    From this org
    $175,121
    From related orgs
    $0
    Other
    $22,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,725
    Bonus
    $0
    Other
    $2,396
    Deferred
    $1,756
    Nontaxable benefits
    $21,019
    Filer's total
    $197,896

  • Jennifer Carberry

    DIRECTOR OPS OUTPATIENT BEHAV HEALTH

    Total calculated
    $160,567
    From this org
    $131,591
    From related orgs
    $0
    Other
    $28,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,312
    Bonus
    $0
    Other
    $1,279
    Deferred
    $1,340
    Nontaxable benefits
    $27,636
    Filer's total
    $160,567

  • Iraina E Briganty

    PROGRAM DIRECTOR

    Total calculated
    $134,403
    From this org
    $111,827
    From related orgs
    $0
    Other
    $22,576
    Hours/week
    40

  • Katie A Showers

    DIVISION DIRECTOR

    Total calculated
    $119,814
    From this org
    $118,914
    From related orgs
    $0
    Other
    $900
    Hours/week
    40

  • Ashley Void

    PROGRAM DIRECTOR

    Total calculated
    $110,284
    From this org
    $109,341
    From related orgs
    $0
    Other
    $943
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON SHEPPARD PRATT HEALTH SYSTEM, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS.
PART I, LINE 4B
DURING CALENDAR YEAR 2023, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): HARSH TRIVEDI, MD, MBA $50,000 JEFFREY RICHARDSON $25,000 GREG GATTMAN $25,000 KELLY SAVOCA $25,000 DURING THE CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S SERP PLAN: JEFFREY RICHARDSON $75,709 KELLY SAVOCA $28,321
PART I, LINE 7
TOP MANAGEMENT COMPENSATION INCLUDES AN ANNUAL INCENTIVE PLAN THAT PROVIDES ADDITIONAL COMPENSATION BASED ON THE ACHIEVEMENT OF ORGANIZATIONAL GOALS AND METRICS INCLUDING FINANCIAL AND NON-FINANCIAL MEASURES. THE PLAN IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SHEPPARD PRATT HEALTH SYSTEM, INC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SHEPPARD & ENOCH PRATT FOUNDATION INC

    501(C)(3) · CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS · MD

  • SHEPPARD PRATT HEALTH SYSTEM INC

    501(C)(3) · PROVIDES INPATIENT/OUTPATIENT CARE, EDUC SVCS & RESID SVCS · MD

    Directly controlled by SHEPPARD & ENOCH PRATT FOUNDATION INC

  • SHEPPARD PRATT INVESTMENT INC

    501(C)(3) · HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES · MD

    Directly controlled by SHEPPARD & ENOCH PRATT FOUNDATION INC

  • MOSAIC COMMUNITY SERVICES INC

    501(C)(3) · PROVIDES THERAPEUTIC RESIDENTIAL, REHAB & SUPPORT SERVICES · MD

    Directly controlled by SHEPPARD & ENOCH PRATT FOUNDATION INC

  • WAY STATION INC

    501(C)(3) · PROVIDES REHABILITATION & TREATMENT SVCS · MD

    Directly controlled by SHEPPARD & ENOCH PRATT FOUNDATION INC

  • SHEPPARD PRATT PHYSICIANS PA

    501(C)(3) · PROVIDE HEALTHCARE TO PATIENTS & RESIDENCY TRNG TO MED PRO'S · MD

    Directly controlled by SHEPPARD & ENOCH PRATT FOUNDATION INC

  • REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC

    501(C)(3) · PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. · MD

    Directly controlled by MOSAIC COMMUNITY SERVICES INC

  • DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC

    501(C)(3) · PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. · MD

    Directly controlled by MOSAIC COMMUNITY SERVICES INC

  • ALLIANCE INC

    501(C)(3) · OFFER EDUC, VOC & RESID SVCS FOR INDIVIDUALS W/ DISABILITIES · MD

    Directly controlled by MOSAIC COMMUNITY SERVICES INC

  • CENTENNIAL HOUSING INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • NEXT STEP HOUSING INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • MONTGOMERY HOUSING INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • ESPERANCE HOMES INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • GUIDE-NASHVILLE HOMES INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • GUIDE-MARYWOOD HOUSE INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • GUIDE-TREXLER HOUSE INC

    501(C)(3) · PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED · MD · controlled entity

    Directly controlled by FAMILY SERVICES INC

  • BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC

    501(C)(3) · OUTPATIENT PSYCHIATRIC AND BEHAVIORAL MEDICINE · MD

    Directly controlled by MOSAIC COMMUNITY SERVICES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SHEPPARD PRATT PREFERRED RESOURCES INC

    C · INACTIVE · MD

  • SHEPPARD PRATT ASSURANCE COMPANY LLC

    C · INSURANCE · CJ

  • OMNI HOUSE INC

    C · RENTAL FACILITIES FOR MENTAL HEALTH · MD

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202521329349307252

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