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Nonprofiteer
← BELL SOCIALIZATION SERVICES INC

Form 990 for tax year 2023

Filed by BELL SOCIALIZATION SERVICES INC.

Totals

Total revenue
$16,224,092
Total expenses
$15,399,627
Contributions and grants received
$2,222,840
Grants paid
$827,391
Program service revenue
$13,992,224
Investment income
$9,028
Other revenue
$0
Total assets, end of year
$9,644,993
Total liabilities, end of year
$1,563,248
Net assets or fund balances, end of year
$8,081,745
Program services expenses (Part IX)
$13,594,777
Management and general expenses
$1,608,223
Fundraising expenses
$196,627
Program service expenses (Part III)
$13,594,777

Program services were 88.3% 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.

  • 1a · Federated campaigns

    $38,266

  • 1f · All other contributions, gifts and grants

    $2,184,574

  • 2a · Program service revenue: RESIDENTIAL LIVING ARRANGEMENTS -

    total $7,248,356 · related or exempt $7,248,356

  • 2b · Program service revenue: OTHER ASSISTED LIVING PROGRAMS

    total $1,672,205 · related or exempt $1,672,205

  • 2c · Program service revenue: BELL SHELTER

    total $1,605,026 · related or exempt $1,605,026

  • 2d · Program service revenue: CHIPP

    total $1,068,063 · related or exempt $1,068,063

  • 2e · Program service revenue: ASSISTED LIVING MH

    total $677,721 · related or exempt $677,721

  • 2f · All other program service revenue

    total $1,720,853 · related or exempt $1,720,853

  • 3 · Investment income

    total $85,785 · excluded $85,785

  • 7a · Gross sales of assets other than inventory

    securities $310,004 · other assets $85,000

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

    securities $296,174 · other assets $175,587

  • 7c · Gain or loss

    securities $13,830 · other assets -$90,587

  • 7d · Net gain or loss

    total -$76,757 · excluded -$76,757

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $827,391 · program services $827,391

  • 5 · Compensation of officers, directors and key employees

    total $223,505 · program services $199,137 · management and general $20,732 · fundraising $3,636

  • 7 · Other salaries and wages

    total $7,747,436 · program services $6,923,037 · management and general $698,687 · fundraising $125,712

  • 8 · Pension plan contributions

    total $401,510 · program services $366,316 · management and general $31,081 · fundraising $4,113

  • 9 · Other employee benefits

    total $1,225,088 · program services $1,051,288 · management and general $151,059 · fundraising $22,741

  • 10 · Payroll taxes

    total $647,042 · program services $578,494 · management and general $57,962 · fundraising $10,586

  • 11b · Fees: legal

    total $27,118 · program services $11,706 · management and general $2,039 · fundraising $13,373

  • 11c · Fees: accounting

    total $81,738 · management and general $81,738

  • 11f · Fees: investment management

    total $14,820 · management and general $14,820

  • 11g · Fees: other

    total $47,261 · program services $23,023 · management and general $24,238

  • 13 · Office expenses

    total $442,791 · program services $353,960 · management and general $84,621 · fundraising $4,210

  • 14 · Information technology

    total $231,709 · program services $229,359 · fundraising $2,350

  • 16 · Occupancy

    total $1,502,836 · program services $1,274,805 · management and general $228,016 · fundraising $15

  • 17 · Travel

    total $265,660 · program services $219,504 · management and general $46,130 · fundraising $26

  • 20 · Interest

    total $7,913 · program services $628 · management and general $7,285

  • 22 · Depreciation, depletion and amortization

    total $257,552 · program services $213,886 · management and general $43,666

  • 23 · Insurance

    total $149,226 · program services $76,074 · management and general $73,152

  • 24a · Other expenses: RENTAL ASSISTANCE

    total $874,335 · program services $874,335

  • 24b · Other expenses: FOOD

    total $172,094 · program services $160,217 · management and general $11,877

  • 24c · Other expenses: PROGRAM SUPPLIES

    total $169,265 · program services $159,018 · management and general $10,247

  • 24d · Other expenses: OTHER EMPLOYEE/STAFF EX

    total $42,308 · program services $28,123 · management and general $14,030 · fundraising $155

  • 24e · All other expenses

    total $41,029 · program services $24,476 · management and general $6,843 · fundraising $9,710

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,622,796 · end of year $1,823,108

  • 2 · Savings and temporary cash investments

    beginning of year $23,346 · end of year $26,322

  • 3 · Pledges and grants receivable

    beginning of year $43,248 · end of year $1,014,467

  • 4 · Accounts receivable

    beginning of year $2,250,297 · end of year $2,553,801

  • 9 · Prepaid expenses and deferred charges

    beginning of year $155,281 · end of year $118,171

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

    $6,911,389

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

    $5,781,536

  • 10c · Land, buildings and equipment, net

    beginning of year $1,469,409 · end of year $1,129,853

  • 11 · Investments: publicly traded securities

    beginning of year $2,376,150 · end of year $2,614,970

  • 12 · Investments: other securities

    beginning of year $68,639 · end of year $76,288

  • 15 · Other assets

    beginning of year $556,213 · end of year $288,013

  • 17 · Accounts payable and accrued expenses

    beginning of year $704,398 · end of year $1,203,400

  • 19 · Deferred revenue

    beginning of year $148,008 · end of year $42,027

  • 23 · Secured mortgages and notes payable

    beginning of year $166,891 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $102,482 · end of year $0

  • 25 · Other liabilities

    beginning of year $357,899 · end of year $317,821

  • 27 · Net assets without donor restrictions

    beginning of year $6,953,187 · end of year $6,979,164

  • 28 · Net assets with donor restrictions

    beginning of year $132,514 · end of year $1,102,581

Mission and programs · 2023

Mission

THE MISSION OF BELL SOCIALIZATION SERVICES IS TO PROVIDE AN ENVIRONMENT OF SUPPORT AND EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING. THE AGENCY OFFERS HOUSING AND BASIC LIVING SUPPORT THROUGH MENTAL HEALTH, INTELLECTUAL DISABILITY, AND SHELTER SERVICE DEPARTMENTS TOWARD ITS VISION OF A COMMUNITY WHERE PEOPLE ARE VALUED AND RESPECTED, AND LIVE WITH DIGNITY.

Activities or mission (Part I)

PROVIDE ENVIRONMENT OF SUPPORT / EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING.

  • RESIDENTIAL LIVING ARRANGEMENTS - PROVIDE A STRUCTURED ENVIRONMENT FOR CONSUMERS NEEDING TO LEARN SKILLS FOR COMMUNITY LIVING. GROUP HOMES PROVIDE SUPERVISION TO THE CONSUMERS, ACCORDING TO THEIR NEEDS DOCUMENTED IN THEIR INDIVIDUAL SERVICE PLAN. STAFF IS AVAILABLE 24 HOURS A DAY TO HELP RESIDENTS ADJUST TO COMMUNITY LIVING. RESIDENTS WORK ON PERSONAL GOALS AS PART OF THEIR REHABILITATION. REFERRALS NEED TO BE DIRECTED THROUGH THE YORK/ADAMS MENTAL HEALTH - INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PROGRAM. THIS PROGRAM SERVED APPROXIMATELY 36 PEOPLE THROUGHOUT THE FISCAL YEAR.

    Expenses $8,154,943 · Revenue $7,388,766

  • C.H.I.P.P. (COMMUNITY HOSPITALIZATION INTEGRATION PROJECT PROGRAM) - RESIDENTIAL SERVICES IS A PARTNERSHIP BETWEEN FOUR AGENCIES: THE YORK/ADAMS MENTAL HEALTH-INTELLECTUAL AND DEVELOPMENT DISABILITIES PROGRAM, WELLSPAN BEHAVIORAL HEALTH SERVICES, ADAMS/HANOVER COUNSELING SERVICES, AND BELL SOCIALIZATION SERVICES. THIS PROGRAM PROVIDES RESIDENTIAL SERVICES IN AN APARTMENT COMPLEX FOR SERIOUSLY MENTALLY ILL CONSUMERS WHO WERE PREVIOUSLY LONG-TERM PATIENTS (2 + YEARS) AT PA'S STATE HOSPITAL INSTITUTIONS. THIS PROGRAM ALSO PROVIDES TEMPORARY SUPPORT (30-90 DAYS) FOR ONE MENTALLY ILL CONSUMER AT A TIME WHO IS RECOVERING FROM A LOCAL PSYCHIATRIC HOSPITALIZATION. DURING THE CURRENT FISCAL YEAR, THIS PROGRAM SERVED APPROXIMATELY 24 INDIVIDUALS.

    Expenses $994,262 · Revenue $1,068,063

  • ALL OTHER ASSISTED LIVING PROGRAMS PROVIDE, FURNISH, AND MAINTAIN SUITABLE LIVING QUARTERS, FACILITIES AND SERVICES FOR DISADVANTAGED INDIVIDUALS AND FAMILIES, PRIMARILY THOSE WHICH ARE MENTALLY AND EMOTIONALLY DISABLED. THIS PROGRAM INCLUDED THE BELL SHELTER AND BRIDGE HOUSING. THE BELL SHELTER IS A FAMILY SHELTER WHICH PROVIDES LIVING QUARTERS FOR FAMILIES FOR UP TO 30 DAYS. BRIDGE HOUSING IS A REHABILITATIVE HOUSING PROGRAM WHICH ALLOWS A LONGER-TERM OPTION (UP TO ONE YEAR), PROVIDING MORE TIME FOR HOMELESS FAMILIES TO HONE BASIC LIVING SKILLS, GETTING THEM ON TRACK FOR A SUCCESSFUL INDEPENDENT LIVING. THE BRIDGE HOUSING UTILIZES SIX APARTMENT UNITS IN YORK CITY.

    Expenses $4,445,572 · Grants $827,391 · Revenue $5,535,395

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

Listed in Part VII

  • Zak Wolpert

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3.6 + 0.4 related

  • Scott Thomassy

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • David Ruiz Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Michael Huson

    ASST. TREASURER

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Diane Lee Krasner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Dr Robert Lease Jr

    ASST. SECRETARY

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Juanita Baxter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Michael Black

    DIRECTOR (SINCE 6/4/24)

    Total calculated
    $0
    Hours/week
    1.8 + 2 related

  • Cory Cuffley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Cathy Dallas

    DIRECTOR (SINCE 6/4/24)

    Total calculated
    $0
    Hours/week
    1.8 + 2 related

  • Carrie Ann Frolio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 2 related

  • Dwayne Jennett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Timothy Klinchock

    DIRECTOR (TIL 6/4/24)

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Dr Annette Logan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Brandy Meyer

    DIRECTOR (TIL 9/15/23)

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Roger Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Angela Ocasio

    DIRECTOR (TIL 1/9/24)

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Rebecca Shanaman

    DIRECTOR (SINCE 4/2/24)

    Total calculated
    $0
    Hours/week
    1.8 + 2 related

  • C Robert Stephenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Vaughn Silar

    DIRECTOR (TIL 6/4/24)

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Missy Thomas

    DIRECTOR (TIL 2/5/24)

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • David Welber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 0.2 related

  • Leigh Ann Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8 + 2 related

  • Anita Sumner

    DIRECTOR OF FINANCE

    Total calculated
    $97,130
    From this org
    $79,350
    From related orgs
    $0
    Other
    $17,780
    Hours/week
    36 + 4 related

  • Anthony Schweitzer

    EXECUTIVE DIRECTOR

    Total calculated
    $121,738
    From this org
    $102,187
    From related orgs
    $0
    Other
    $19,551
    Hours/week
    36 + 4 related

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.

Grants 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.

  • BELL PLUS DEVELOPMENT CORPORATION

    501(C)(2) · TO HOLD PROPERTY FOR BELL SOCIALIZATION SERVICES, INC. · PA · controlled entity

    Directly controlled by BELL SOCIALIZATION SERVICES INC

  • BELL HOUSING

    501(C)(3) · LOW-INCOME HOUSING · PA · controlled entity

    Directly controlled by BELL SOCIALIZATION SERVICES INC

  • PENN APARTMENTS CORPORATION

    501(C)(3) · LOW-INCOME HOUSING · PA · controlled entity

    Directly controlled by BELL SOCIALIZATION SERVICES INC

Provenance

Return type
form_990
Tax year
2023
Filed
2 April 2025
IRS schema version
2023v6.0
Source object
202530949349300003

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