2024-05-03T14:26:44-04:00 2023-09-30 592445709 MYERS BRETTHOLTZ & COMPANY PA 12671 WHITEHALL DR FORT MYERS FL 339073626 990 2022-10-01 590968911 LARC INC LARC 2570 HANSON ST FORT MYERS FL 33901 ANGELA KATZ EXECUTIVE DIRECTOR 2393346285 2024-05-03 true ANGELA KATZ 999009999 false STEVEN M BRETTHOLTZ CPA P00284985 2399395775 2024-05-03 2022 2023-04-26 12:10:37Z ANGELA KATZ 4992636 false X WWW.LARCLEECOUNTY.ORG X 1954 FL LARC'S MISSION IS TO EMPOWER AND SUPPORT INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO ACHIEVE THEIR FULL POTENTIAL. 14 14 145 181 0 3454607 2788263 231747 197848 -73684 383246 293988 1457790 3906658 4827147 0 0 2085184 2300792 0 111956 760983 1225170 2846167 3525962 1060491 1301185 4096902 5521211 494059 552754 3602843 4968457 X LARC'S MISSION IS TO EMPOWER AND SUPPORT INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO ACHIEVE THEIR FULL POTENTIAL. false false 1602162 197848 ADULT DAY TRAINING PROGRAM - SEE SCHEDULE O FOR MORE INFORMATION ON THIS PROGRAM. 567516 COMMUNITY SUPPORT SERVICES PROGRAM - SEE SCHEDULE O FOR MORE INFORMATION ON THIS PROGRAM. 769303 RESIDENTIAL GROUP HOMES PROGRAM - SEE SCHEDULE O FOR MORE INFORMATION ON THIS PROGRAM. 2938981 true true false false false false false false false false true false false false true false false true false false false false false false true false false false false false false false false false false false false false true false false false false true true false false false true 5 0 145 true false false false false false true true false false false false false false false false X 14 14 false false false false true true false true true false false true true true true true true true false false FL X X X ANGELA KATZ 2393346285 2570 HANSON ST FORT MYERS FL 33901 ANGELA KATZ EXECUTIVE DI 40.00 X 124764 0 0 BONNIE BOLTON TREASURER 0.40 X X 0 0 0 BRIAN BRADLEY BOARD MEMBER 0.40 X 0 0 0 AUSTIN CLINTON PRESIDENT 0.40 X X 0 0 0 PETER D'ALESSANDRO BOARD MEMBER 0.40 X 0 0 0 GORDON B DAVIS BOARD MEMBER 0.40 X 0 0 0 JENNIFER GALLOWAY BOARD MEMBER 0.40 X 0 0 0 MIKE GAVALA BOARD MEMBER 0.40 X 0 0 0 BLAKE HAMPTON VICE PRESIDE 0.40 X X 0 0 0 STEPHEN MCBANE SECRETARY 0.40 X X 0 0 0 DAVE PLONSKI BOARD MEMBER 0.40 X 0 0 0 JENN ROBINSON BOARD MEMBER 0.40 X 0 0 0 STEPHANIE WARDEIN BOARD MEMBER 0.40 X 0 0 0 ROSS WEBB BOARD MEMBER 0.40 X 0 0 0 124764 1 false false false 260250 595 95004 2044109 388305 44269 2788263 CLIENT FEES 624100 148221 148221 PROJECTS 624100 49627 49627 197848 78206 78206 420053 115013 305040 305040 305040 33401 95004 12547 20854 20854 162843 37929 124914 124914 CARES ACT 915529 915529 INSURANCE PROCEEDS 392668 392668 OTHER 3825 3825 1312022 4827147 627802 1411082 128880 103104 25776 1829405 1805555 5604 18246 194995 190587 1663 2745 147512 141481 4269 1762 95827 41449 53887 491 34293 34293 75433 32829 41979 625 281011 250577 29916 518 41670 37970 3670 30 101945 77544 24209 192 245313 219141 25169 1003 OTHER 293576 6796 235882 50898 DUES AND SUBS 18167 60 17432 675 ACTIVITIES 12852 12852 FOOD 10272 10272 14811 8764 5569 478 3525962 2938981 475025 111956 1143 1143 2370607 3803902 348348 281019 58706 46822 9142 17579 42300 34915 3117786 1871581 1262690 1246205 2756 1210 89626 4096902 5521211 203444 189793 290615 362961 494059 552754 X 2866685 3958454 736158 1010003 3602843 4968457 4096902 5521211 X 1301185 64429 X false true X true false X 2511276 2423009 2674300 3454607 2788263 13851455 2511276 2423009 2674300 3454607 2788263 13851455 13851455 9932 7522 482 3958 78206 100100 132739 113058 109118 185576 1312022 1852513 15804068 2073353 0.87640 0.94970 X PART II, LINE 10 OTHER INCOME 544,316 CARES ACT 915,529 INSURANCE PROCEEDS 392,668 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14500 127402 141902 2338009 1457477 880532 6910 4753 2157 489713 394368 95345 141252 14983 126269 1246205 DEFERRED LOAN 362961 362961 5324529 468216 29166 497382 4827147 4827147 3958915 403787 29166 432953 3525962 3525962 SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF SALES - WOODSHOP 29,166 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF SALES - WOODSHOP 29,166 AIMING FOR ABIL 25365 300 25065 9460 25365 300 25065 9460 9460 15605 X MULTIPLE ITEM 44269 MARKET VALUE DONATIONS false false false FORM 990, PART III LINE 4A: DESCRIPTION OF PROGRAM SERVICE - ADULT DAY TRAINING LARC'S ADULT DAY TRAINING (ADT) PROGRAMMING PROVIDES A VARIETY OF LIFE SKILLS FOR PARTICIPANTS CONTINGENT UPON THEIR INDIVIDUALIZED NEEDS, ABILITIES AND PREFERENCES. SERVICE INTENSITY CAN VARY FROM MODERATE TO INTENSE WITH APPROPRIATE STAFF/CLIENT RATIOS ESTABLISHED BY STATE GUIDELINES FOR EACH POPULATION'S NEEDS. SERVICES CAN RANGE FROM ACTIVITIES OF DAILY LIVING, SOCIALIZATION, FUNCTIONAL, VOCATIONAL AND RECREATIONAL SKILLS. ADT SERVICES AIM TO PROMOTE INDIVIDUALIZED LEARNING OPPORTUNITIES BASED ON THE NEEDS AND PREFERENCES OF THE INDIVIDUAL BEING SERVED. THE INTENSITY OF SERVICES AND STAFFING IS ESTABLISHED BY THE AGENCY FOR PERSONS WITH DISABILITIES AND THE INDIVIDUALS WAIVER SUPPORT COORDINATOR PARTICIPATES IN THE DEVELOPMENT OF THE SERVICE PLANS. LARC STAFF PROVIDE CASE MANAGEMENT, BEHAVIORAL COUNSELING, EDUCATIONAL OPPORTUNITIES AND SUPPORTS TO AID INDIVIDUALS IN ATTAINING THEIR PERSONAL GOALS ESTABLISHED FOR THEMSELVES. EXAMPLES OF ACTIVITIES CAN INCLUDE A RANGE FROM SKILLS OF DAILY LIVING (BATHING, TOILETING, FEEDING, GROOMING, ETC), INCLUSION ACTIVITIES (SOCIAL, COMMUNITY AND SAFETY SKILLS TRAINING), MONEY MANAGEMENT, BEHAVIORAL TRAINING, FINE AND GROSS MOTOR SKILLS TRAINING AND PRACTICE, SENSORY STIMULATION, RECREATION AND LEISURE SKILLS TRAINING AND PRACTICE AND MAY INCLUDE VOCATIONAL SKILLS TRAINING. VOCATIONAL SKILLS TRAINING CAN INCLUDE JANITORIAL WORK EXPERIENCE BOTH ON AND OFF CAMPUS, WORKSHOP RELATED TASKS (COLLATING, PACKING AND ASSEMBLING, BULK MAILING, ASSEMBLING MARKETING MATERIALS, ETC), WOODSHOP ACTIVITIES (CREATING AND BUILDING WOOD PRODUCTS INCLUDING PALLETS, SURVEY/GRADE STAKES, TRELLISES, AND VENT BOARDS ARE EXAMPLES), AND LASER ENGRAVING ACTIVITIES CREATING CUSTOM PRODUCTS USING GLASS, WOOD AND ACRYLIC. VOCATIONAL TRAINING FOCUSES ON DEVELOPMENT OF JOB SKILLS, SAFETY SKILLS, EFFECTIVE WORKPLACE COMMUNICATION AND PROBLEM SOLVING WORKPLACE ETHICS, PRODUCT QUALITY TRAINING AND MAY ASSIST AN INDIVIDUAL WHO WISHES TO MOVE INTO INTEGRATED EMPLOYMENT IN THE COMMUNITY AS ONE OF THEIR GOALS. ADT SERVICES AIM TO HELP ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO ACHIEVE THEIR GOALS IN TERMS OF SKILL DEVELOPMENT AND INDEPENDENCE WITH THE SERVICES PROVIDED, AND CONTINUALLY IS REFINING SERVICES AND ACTIVITIES TO BEST RESPOND TO PARTICIPANT NEEDS. SYSTEMICALLY ONE OF THE MAJOR REASONS THE STATE PROVIDES FUNDING FOR THESE SERVICES IS TO REDUCE THE COST OF INSTITUTIONALIZATION, COMMUNITY BASED SERVICES ARE BOTH MORE COST-EFFECTIVE AND PERSON-EFFECTIVE. FROM OCTOBER 1, 2022 TO SEPTEMBER 30TH, 2023 THE OBJECTIVE WAS THAT 95% OF PARTICIPANTS WOULD DEMONSTRATE MEASURABLE PROGRESS ON THEIR INDIVIDUAL PROGRAM PLAN (IPP) GOALS AS INDICATED BY A PERFORMANCE REVIEW WITH CHOICES OF: NONE, MINIMAL, MODERATE EXCELLENT OR MAXIMUM. FOR THIS TIME PERIOD 113 OF 116 PARTICIPANTS MEASURED DEMONSTRATED PROGRESS RESULTING IN AN OVERALL PERFORMANCE OF 97% SUCCESSFUL (TARGET WAS 95%). AS STATED EARLIER THESE SERVICES COMBINE INDIVIDUAL GROWTH AND SKILL DEVELOPMENT ALONG WITH REDUCED COSTS FOR CARE - THE ADT PROGRAM SERVED 116 UNDUPLICATED PEOPLE DURING THE TIME PERIOD MEASURED. LINE 4B: DESCRIPTION OF PROGRAM SERVICE - COMMUNITY SUPPORT SERVICES COMMUNITY SUPPORT SERVICES (CSS) PROVIDES TRAINING AND SUPPORTS TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHILE THEY ARE IN COMMUNITY SETTINGS, AND OFTEN IS A KEY INGREDIENT IN THEIR ABILITY TO SUCCEED IN THE COMMUNITY. SERVICES INCLUDE TRAINING TO ASSIST PARTICIPANTS IN LEARNING HOW TO ACCESS THE COMMUNITY AND ITS VARIED RESOURCES, TO MANAGE THEIR FINANCIAL RESOURCES AND THEIR ACTIVITIES OF DAILY LIVING, TO MAXIMIZE THEIR ABILITY TO LIVE AS INDEPENDENTLY AS THEY DESIRE AND ARE CAPABLE OF, AND TO HELP THEM SEEK EMPLOYMENT AND WAGES WHEN DESIRED. THE AIM IS TO ASSIST THEM IN LIVING SUCCESSFULLY WITH THE LEAST AMOUNT OF SUPPORTS AND SERVICES, THUS INCREASING THEIR INDEPENDENCE AND REDUCING THE COSTS TO GOVERNMENT FOR MORE EXPENSIVE/INTENSIVE SERVICES THAT AREN'T WARRANTED BASED ON THEIR ABILITIES AND SUPPORTS AVAILABLE. A PARTIAL LISTING OF ACTIVITIES INCLUDES TRAINING IN HOW TO ACCESS COMMUNITY TRANSPORTATION AND OTHER RESOURCES, SUPPORT WITH BANKING, MEDICAL, GROCERY SHOPPING, MENU PLANNING, HEALTH SERVICES AND APPROPRIATE COMMUNITY SAFETY TRAINING. HOME BASED TRAINING MAY INCLUDE FOOD HANDLING AND FOOD SAFETY (INCLUDING SPECIAL DIETARY NEEDS WHICH ARE INDIVIDUALIZED), CLEANING, PERSONAL HYGIENE, DAILY MANAGEMENT OF PERSONAL HEALTH (MAY INCLUDE MEDICATION MANAGEMENT AND ADMINISTRATION), BUDGETING, LAUNDRY, AND THE MYRIAD OTHER ACTIVITIES WE ALL PARTAKE IN ROUTINELY. EMPLOYMENT SUPPORTS MAY INCLUDE DETERMINING AREAS OF INTERESTS AND SKILLS, DEVELOPING RESUMES AND PREPARING JOB APPLICATIONS, DEVELOPING AND PRACTICING INTERVIEW SKILLS, TEACHING APPROPRIATE ATTIRE FOR APPLICANTS, ASSISTING APPLICANTS WITH SPECIFIC REQUIREMENTS FOR EMPLOYERS (EXAMPLES INCLUDE DRUG SCREENS, BACKGROUND CHECKS, ETC), ASSISTING WITH INTERVIEWS, HELPING LEARN SPECIFIC JOB SKILLS THAT A POSITION MAY REQUIRE, SUPPORTING ONGOING COMMUNICATION WITH COMPANIES/POTENTIAL EMPLOYERS, BUS/TRANSPORTATION PLANNING AND PRACTICE, WORK ETHICS, AND APPROPRIATE WORKPLACE BEHAVIORS. OTHER TASKS MAY INCLUDE "JOB CARVING" WITH EMPLOYERS TO HELP DEVELOP POSITIONS FOR CANDIDATES. ON THE JOB TRAINING (OJT) CAN ASSIST INDIVIDUALS IN DEVELOPING TRANSFERABLE WORK SKILLS AND EXPERIENCES TO ASSIST IN GAINING COMPETITIVE EMPLOYMENT IN COMMUNITY SETTINGS. OJT PARTICIPANTS WILL EARN MONEY AS PART OF THEIR TRAINING, AND TRAINING PERIODS CAN RANGE FROM 3-6 MONTHS IN MOST INSTANCES. ALL ACTIVITIES IN CSS INVOLVE INDIVIDUALIZED TRAINING SPECIFIC TO EACH PARTICIPANTS GOALS SET AS PART OF THEIR PLANNING PROCESS. THE OVERALL GOAL OF CSS ARE TO HELP INDIVIDUALS BE SUCCESSFUL IN THE COMMUNITY THUS REDUCING THE LIKELIHOOD OF MORE COSTLY INSTITUTIONAL OR RESIDENTIAL SERVICES BEING REQUIRED. FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30TH, 2023 PARTICIPANTS WERE MEASURED ON THEIR PROGRESS MADE ON GOALS FROM THEIR INDIVIDUAL PERFORMANCE PLAN (IPP) USING THE RATING SYSTEM AS FOLLOWS: NONE, MINIMAL, MODERATE, EXCELLENT OR MAXIMUM. FOR THE OCTOBER, 1, 2022 TO SEPTEMBER 30TH, 2023 TIME PERIOD 94 OF 108 PARTICIPANTS MEASURED DEMONSTRATED PROGRESS FOR AN OVERALL PERFORMANCE OF 87% (TARGET WAS 80%). THESE MAY INCLUDE THE SHORT AND LONG-TERM GOALS FROM PARTICIPANT'S PERFORMANCE PLANS. THE CSS PROGRAMMING SERVED 164 UNDUPLICATED INDIVIDUALS DURING THIS SAME TIME PERIOD. LINE 4C: DESCRIPTION OF PROGRAM SERVICE - RESIDENTIAL GROUP HOMES RESIDENTS OF GROUP HOMES RECEIVE ROOM AND BOARD, ARE TAUGHT SELF-CARE AND DAILY LIVING SKILLS (EX. COOKING/CLEANING/LAUNDRY/MENU PLANNING/ETC) AS PART OF THEIR EXPERIENCE. ACTIVITIES MAY INCLUDE TRAINING IN THE SKILLS OF DAILY LIVING, SECURING THE HOME, MONEY MANAGEMENT, PERSONAL SAFETY, RESPONDING TO EMERGENCIES AND CRISIS SITUATIONS, SELF-MEDICATION WITH OR WITHOUT SUPERVISION, PERSONAL HYGIENE SKILLS AND PRACTICES, YARD WORK SKILLS, HEALTHY DIETARY CHOICES, CLOTHING CARE AND MAINTENANCE, AND MAXIMIZING THEIR SELF-CARE SKILLS. ESSENTIALLY RESIDENTS GET TO PARTICIPATE IN ALL OF THE ROUTINE ACTIVITIES REQUIRED TO LIVE IN THE COMMUNITY. SOME PARTICIPANTS MAY DEVELOP SKILLS AND SELF-MANAGEMENT CAPACITY TO A DEGREE THAT THEY CAN MOVE INTO MORE INDEPENDENT LIVING OVER TIME. EMPHASIS IS PLACED ON PERSONAL CHOICE, EMPOWERMENT, COMMUNITY INCLUSION AND INDIVIDUALIZED GOAL SETTING AS PART OF RESIDENTIAL GROUP HOME EXPERIENCES. PROVIDING THESE SERVICES IN A COMMUNITY, GROUP HOME SETTING IS MUCH LESS COSTLY THAN IN INSTITUTIONAL SETTINGS AND ALSO HAS A MUCH MORE POSITIVE IMPACT ON PARTICIPANTS. THE AIM IS THAT 90% OF PARTICIPATING RESIDENTS WILL DEMONSTRATE PROGRESS ON ONE OR MORE GOALS ON THEIR INDIVIDUAL PROGRAM PLAN (IPP) BY THE FOLLOWING PROGRESS MEASURES: NONE, MINIMAL, MODERATE, EXCELLENT OR MAXIMUM. OF THE 10 RESIDENTS WHO WERE MEASURED DURING THIS TIME PERIOD COVERED BY THIS REPORT (OCTOBER 1, 2022 - SEPTEMBER 30, 2023) 10 ACHIEVED THE OBJECTIVE OF DEMONSTRATING PROGRESS FOR 100% ACHIEVEMENT. THE PROGRAM SERVED 10 UNDUPLICATED INDIVIDUALS DURING THIS TIME PERIOD. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERSHIP MAY BE ON EITHER AN INDIVIDUAL OR FAMILY BASIS. FORM 990, PAGE 6, PART VI, LINE 7A A MEMBER SHALL BE ELIGIBLE TO HOLD OFFICE AND VOTE ON ALL QUESTIONS AT GENERAL MEMBERSHIP MEETINGS. AN INDIVIDUAL MEMBER HAS ONE VOTE AND MAY HOLD AN OFFICE. A FAMILY MEMBERSHIP ENTITLES THE FAMILY TO A MAXIMUM OF TWO VOTES AND TWO MEMBERS OF THE FAMILY MAY HOLD OFFICE. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE BOARD FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE CONFLICTS OF INTEREST AT BOARD MEETINGS. CONFLICTS OF INTEREST SHALL BE DECLARED AT THE TIME THEY OCCUR OR HAVE THE POTENTIAL OF OCCURING. AFTER DECLARING A CONFLICT OF INTEREST, A MEMBER MAY PARTICIPATE IN DISCUSSION OF THE MATTER AT HAND AND WILL ABSTAIN FROM VOTING ON THE MATTER. THE POLICY IS REVIEWED & SIGNED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A SEARCH COMMITTEE RESEARCHES LIKE AGENCIES/BUDGETS/SIZES TO DETERMINE SALARY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 COST OF SALES - WOODSHOP 29,166 COST OF SALES - WOODSHOP -29,166 LARC FOUNDATION INC 2570 HANSON ST FORT MYERS FL 33901 650111745 SUPPORT FL 501C3 12A N/A true false false false false false false false false false false false false false false false false false false false