Form 990 for tax year 2023
Filed by TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION INC.
Totals
- Total revenue
- $15,329,810
- Total expenses
- $14,927,903
- Contributions and grants received
- $142,247
- Grants paid
- $0
- Program service revenue
- $14,971,895
- Investment income
- $221,488
- Other revenue
- -$5,820
- Total assets, end of year
- $14,316,808
- Total liabilities, end of year
- $3,738,748
- Net assets or fund balances, end of year
- $10,578,060
- Program services expenses (Part IX)
- $13,285,244
- Management and general expenses
- $1,642,659
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $13,285,244
Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Robert C Dunne
Chair, Trustee
- Total calculated
- $742,366
- From this org
- $0
- From related orgs
- $709,365
- Other
- $33,001
- Hours/week
- 2 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $350,200 related
- Bonus
- $0 + $54,500 related
- Other
- $0 + $304,665 related
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $9,901 related
- Filer's total
- $0 + $742,366 related
-
Rhea Fernandes
Trustee
- Total calculated
- $582,180
- From this org
- $0
- From related orgs
- $517,518
- Other
- $64,662
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $419,200 related
- Bonus
- $0 + $77,800 related
- Other
- $0 + $20,518 related
- Deferred
- $0 + $54,761 related
- Nontaxable benefits
- $0 + $9,901 related
- Filer's total
- $0 + $582,180 related
-
Michael Ernst
Trustee
- Total calculated
- $410,758
- From this org
- $0
- From related orgs
- $372,510
- Other
- $38,248
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $297,400 related
- Bonus
- $0 + $50,600 related
- Other
- $0 + $24,510 related
- Deferred
- $0 + $36,302 related
- Nontaxable benefits
- $0 + $1,946 related
- Filer's total
- $0 + $410,758 related
-
Melanie Beidler
Trustee
- Total calculated
- $345,549
- From this org
- $0
- From related orgs
- $316,955
- Other
- $28,594
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $267,047 related
- Bonus
- $0 + $36,545 related
- Other
- $0 + $13,363 related
- Deferred
- $0 + $18,693 related
- Nontaxable benefits
- $0 + $9,901 related
- Filer's total
- $0 + $345,549 related
-
Umapathy Channamalappa
Psychiatrist
- Total calculated
- $271,033
- From this org
- $257,494
- From related orgs
- $0
- Other
- $13,539
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $248,425
- Bonus
- $9,069
- Other
- $0
- Deferred
- $7,777
- Nontaxable benefits
- $5,762
- Filer's total
- $271,033
-
Fran Sheedy Bost
Executive Director
- Total calculated
- $206,523
- From this org
- $194,859
- From related orgs
- $0
- Other
- $11,664
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,859
- Bonus
- $24,000
- Other
- $0
- Deferred
- $5,902
- Nontaxable benefits
- $5,762
- Filer's total
- $206,523
-
Nancy Travisano
Assistant Secretary
- Total calculated
- $53,575
- From this org
- $46,385
- From related orgs
- $0
- Other
- $7,190
- Hours/week
- 40
-
James Aiello
Secretary, Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sean O'Connor
Treasurer, Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Paul Wittman
Trustee
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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)
- Compensation from Other Exempt Organizations
- The following individuals received compensation from The Devereux Foundation, the sole member of TCV, in the following capacities: Robert C Dunne - Sr. VP and Chief Financial Officer; Rhea Fernandes - Sr. VP and Chief Operating Officer; Michael Ernst, Sr. VP People Operations; and Melanie Beidler - Vice President of Operations - Children's Services. Fran Sheedy Bost, Executive Director of TCV, and Umapathy Channamalappa, Psychiatrist, were both paid by the filing organization. During the year, Robert C. Dunne, senior vice-president and CFO of The Devereux Foundation became 100% vested in this Plan. The amount reported in Schedule J, Part II, Column F relates to previously reported deferred compensation that was paid during the year and is included as a component of the amount reported in Schedule J, Part II, Column B (iii), Other Reportable Compensation.
- Part I Line 7
- The Devereux Foundation (the sole member of TCV) has an incentive plan available to certain officers and other members of management. The Incentive amounts are based on the achievement of Organizational and individual goals, which incorporate both qualitative and quantitative elements. For other members of management, incentives are determined by the officers.
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.
-
501 (c) (3) · Human Service · PA
Directly controlled by Dev Corp
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
ABH Pennsylvania Adult Services Inc
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
ABH Pennsylvania Childrens Services Inc
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
-
501(c)(3) · MENTAL HEALTH · PA · controlled entity
Directly controlled by Dev Foundatn
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501219349301235
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