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← TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION INC

Form 990 for tax year 2024

Filed by TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION INC.

Totals

Total revenue
$17,651,519
Total expenses
$19,446,121
Contributions and grants received
$109,851
Grants paid
$0
Program service revenue
$17,252,862
Investment income
$243,752
Other revenue
$45,054
Total assets, end of year
$12,636,113
Total liabilities, end of year
$3,234,450
Net assets or fund balances, end of year
$9,401,663
Program services expenses (Part IX)
$17,379,256
Management and general expenses
$2,066,865
Fundraising expenses
$0
Program service expenses (Part III)
$17,379,256

Program services were 89.4% 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.

  • 1f · All other contributions, gifts and grants

    $109,851

  • 2a · Program service revenue: COMMUNITY-BASED RESIDENTIAL

    total $7,468,799 · related or exempt $7,468,799

  • 2b · Program service revenue: OUTPATIENT

    total $1,511,072 · related or exempt $1,511,072

  • 2c · Program service revenue: CASE MANAGEMENT

    total $2,675,112 · related or exempt $2,675,112

  • 2d · Program service revenue: OTHER SERVICES

    total $5,597,879 · related or exempt $5,597,879

  • 3 · Investment income

    total $243,752 · excluded $243,752

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $45,054 · related or exempt $45,054

  • 11e · Other revenue, total

    $45,054

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $473,700 · management and general $473,700

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $11,078,792 · program services $10,290,670 · management and general $788,122

  • 8 · Pension plan contributions

    total $204,786 · program services $161,138 · management and general $43,648

  • 9 · Other employee benefits

    total $1,625,743 · program services $1,364,114 · management and general $261,629

  • 10 · Payroll taxes

    total $855,992 · program services $760,856 · management and general $95,136

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $25,355 · program services $11,017 · management and general $14,338

  • 11c · Fees: accounting

    total $592 · management and general $592

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,428,703 · program services $1,428,703 · management and general $0

  • 12 · Advertising and promotion

    total $61,331 · program services $56,990 · management and general $4,341

  • 13 · Office expenses

    total $727,304 · program services $635,222 · management and general $92,082

  • 14 · Information technology

    total $44,545 · program services $24,515 · management and general $20,030

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,053,593 · program services $1,891,317 · management and general $162,276

  • 17 · Travel

    total $67,460 · program services $39,251 · management and general $28,209

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $430 · program services $430 · management and general $0

  • 20 · Interest

    total $69,303 · program services $61,507 · management and general $7,796

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $330,219 · program services $298,230 · management and general $31,989

  • 23 · Insurance

    total $185,251 · program services $150,435 · management and general $34,816

  • 24a · Other expenses: FOOD

    total $213,022 · program services $204,861 · management and general $8,161

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $427,504 · end of year $1,297,848

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,183,415 · end of year $1,537,486

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $405,954 · end of year $408,382

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

    $3,611,329

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

    $1,189,024

  • 10c · Land, buildings and equipment, net

    beginning of year $2,483,038 · end of year $2,422,305

  • 11 · Investments: publicly traded securities

    beginning of year $7,789,487 · end of year $6,014,553

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,027,410 · end of year $955,539

  • 17 · Accounts payable and accrued expenses

    beginning of year $815,130 · end of year $1,320,609

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $441,575 · end of year $17,318

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $610,038 · end of year $562,666

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,872,005 · end of year $1,333,857

  • 27 · Net assets without donor restrictions

    beginning of year $9,897,018 · end of year $8,720,621

  • 28 · Net assets with donor restrictions

    beginning of year $681,042 · end of year $681,042

Mission and programs · 2024

Mission

PROVIDING A CONTINUUM OF SERVICES, CARE, AND SUPPORT THAT EMPOWERS INDIVIDUALS, FAMILIES, AND COMMUNITIES WITH BEHAVIORAL, MENTAL HEALTH, SUBSTANCE ABUSE, AND/OR DEVELOPMENTAL ISSUES TO SUSTAIN THEIR RECOVERY AND ACHIEVE THE IMPORTANT POSSIBILITIES IN THEIR LIVES.

Activities or mission (Part I)

PROVIDING MENTAL HEALTH, AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SERVICES

  • THROUGH ITS CONTINUUM OF PROGRAM OFFERINGS, TURTLE CREEK VALLEY MENTAL HEALTH/MENTAL RETARDATION SERVED THE FOLLOWING NUMBER OF UNDUPLICATED INDIVIDUALS DURING THE FISCAL YEAR: SERVICE COORDINATION UNIT - 755; MENTAL HEALTH SERVICES - 836; DRUG & ALCOHOL SERVICES - 27; IDD - 37; AND CHILDREN & FAMILY SERVICES (SCHOOL BASED AND OUTPATIENT) - 960

    Expenses $17,379,256 · Revenue $17,252,862

As filed on the 2024 return.

Listed in Part VII

  • Rhea Fernandes

    Trustee

    Total calculated
    $625,648
    From this org
    $0
    From related orgs
    $559,095
    Other
    $66,553
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,400 related
    Bonus
    $0 + $87,100 related
    Other
    $0 + $21,595 related
    Deferred
    $0 + $55,600 related
    Nontaxable benefits
    $0 + $10,953 related
    Filer's total
    $0 + $625,648 related

  • Robert C Dunne

    Chair, Trustee

    Total calculated
    $518,940
    From this org
    $0
    From related orgs
    $483,837
    Other
    $35,103
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,400 related
    Bonus
    $0 + $88,390 related
    Other
    $0 + $32,047 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $10,953 related
    Filer's total
    $0 + $518,940 related

  • Michael Ernst

    Trustee

    Total calculated
    $433,244
    From this org
    $0
    From related orgs
    $394,955
    Other
    $38,289
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,900 related
    Bonus
    $0 + $59,600 related
    Other
    $0 + $24,455 related
    Deferred
    $0 + $36,343 related
    Nontaxable benefits
    $0 + $1,946 related
    Filer's total
    $0 + $433,244 related

  • Melanie Beidler

    Trustee

    Total calculated
    $362,228
    From this org
    $0
    From related orgs
    $332,043
    Other
    $30,185
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,746 related
    Bonus
    $0 + $46,714 related
    Other
    $0 + $10,583 related
    Deferred
    $0 + $19,232 related
    Nontaxable benefits
    $0 + $10,953 related
    Filer's total
    $0 + $362,228 related

  • Fran Sheedy Bost

    Executive Director thru 1/2025

    Total calculated
    $299,148
    From this org
    $283,723
    From related orgs
    $0
    Other
    $15,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,101
    Bonus
    $30,554
    Other
    $81,068
    Deferred
    $8,605
    Nontaxable benefits
    $6,820
    Filer's total
    $299,148

  • 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

  • Casey Monaghan

    Director of Administrative Ser

    Total calculated
    $142,374
    From this org
    $129,731
    From related orgs
    $0
    Other
    $12,643
    Hours/week
    40

  • Patricia Cannon

    Program Supervisor

    Total calculated
    $129,549
    From this org
    $119,047
    From related orgs
    $0
    Other
    $10,502
    Hours/week
    40

  • Diana Siard

    People Operations Director

    Total calculated
    $126,662
    From this org
    $114,046
    From related orgs
    $0
    Other
    $12,616
    Hours/week
    40

  • Samantha Speir

    Clinical Director

    Total calculated
    $120,309
    From this org
    $114,064
    From related orgs
    $0
    Other
    $6,245
    Hours/week
    40

  • Nancy Travisano

    Assistant Secretary

    Total calculated
    $59,424
    From this org
    $50,391
    From related orgs
    $0
    Other
    $9,033
    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

  • Wendy Pardee

    Executive Director from 2/2025

    Total calculated
    $0
    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

  • 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.
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.

  • The Devereux Foundation

    501 (c) (3) · Human Service · PA

    Directly controlled by Dev Corp

  • ABH Arizona Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH California Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH Connecticut Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH Florida Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH Georgia Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH Massachusetts Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH New Jersey Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • ABH New York Inc

    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

  • ABH Texas Inc

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

  • PLEA

    501(c)(3) · MENTAL HEALTH · PA · controlled entity

    Directly controlled by Dev Foundatn

Provenance

Return type
form_990
Tax year
2024
Filed
15 April 2026
IRS schema version
2024v5.2
Source object
202611059349302051

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