2024-09-12T10:19:31-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2023-01-01 112612035 OPTIONS FOR COMMUNITY LIVING INC OPTI 6313619020 25 HOWARD PLACE RONKONKOMA NY 11779 YOLANDA ROBANO-GROSS CHIEF EXECUTIVE OFFICER 6313619020 2024-09-10 1 1 ELLEN M LABITA CPA P00140777 6317527400 2023 2024-08-08 14:25:15Z YOLANDA ROBANO-GROSS 25 HOWARD PLACE RONKONKOMA NY 11779 27006705 0 X HTTP://WWW.OPTIONSCL.ORG X 1982 NY HELP VULNERABLE LONG ISLANDERS ACHIEVE THEIR GOALS FOR INDEPENDENT LIVING. 11 11 323 18 0 0 6675914 5973028 18070140 18272636 33162 110529 227774 174463 25006990 24530656 0 0 0 0 14954800 15034953 0 0 148646 10097686 10397751 25052486 25432704 -45496 -902048 41058465 38876589 12386507 11136423 28671958 27740166 X OPTIONS FOR COMMUNITY LIVING, INC. IS COMMITTED TO ASSISTING INDIVIDUALS AND FAMILIES IN NEED TO DEVELOP THEIR FULLEST POTENTIAL FOR INDEPENDENT LIVING. SERVICES PREPARE PARTICIPANTS FOR THE DEMANDS AND RESPONSIBILITIES OF COMMUNITY LIFE AND PROMOTE HOUSING PERMANENCY, HEALTH, SAFETY, AND WELFARE. THE ORGANIZATION'S ACTIONS ARE GUIDED BY PRINCIPLES OF INTEGRITY, OPENNESS, ACCOUNTABILITY, RESPECT FOR THE INDIVIDUAL, AND THE HIGHEST QUALITY OF CARE. OPTIONS IS A MULTIFACETED AGENCY, WITH PROGRAMS SERVING ADULTS WITH MENTAL ILLNESS, INDIVIDUAL AND FAMILIES WITH HIV/AIDS AND OTHER CHRONIC ILLNESS. OPTIONS' PRIMARY SOURCES OF FUNDING ARE FEES PAID BY CONTRACTS WITH THE NEW YORK STATE OFFICE OF MENTAL HEALTH AND MEDICAID. 0 0 7222014 8375336 MENTAL HEALTH LICENSED PROGRAMS - UNDER THE AUSPICES OF THE NEW YORK STATE OFFICE OF MENTAL HEALTH, OPTIONS PROVIDES TRANSITIONAL HOUSING WITH REHABILITATION SERVICES FOR INDIVIDUALS RECOVERING FROM SERIOUS MENTAL ILLNESS. THE PROGRAM HAS THE CAPACITY TO SERVE 128 ADULTS AT FIVE GROUP HOMES, 20 SCATTERED LICENSED APARTMENT TREATMENT SITES AND A FIVE-UNIT APARTMENT TREATMENT BUILDING. 6715137 5724172 MENTAL HEALTH SUPPORTIVE HOUSING - SUPPORTIVE HOUSING SITES SCATTERED ACROSS NASSAU AND SUFFOLK COUNTIES PROVIDE AFFORDABLE COMMUNITY HOUSING FOR ADULTS RECOVERING FROM SERIOUS MENTAL ILLNESS. CASE MANAGERS PROVIDE REGULAR VISITS TO SUPPORT AND ENCOURAGE HEALTH, WELLNESS, STABILITY AND INDEPENDENCE. THE PROGRAM HAS THE CAPACITY TO SERVE 342 ADULTS AND 3 FAMILIES AT 116 SITES. 3521920 3293714 ATC ("ACCESS TO CARE") - CARE COORDINATION. CARE MANAGEMENT SERVICES FOR MEDICAID ELIGIBLE ADULTS AND CHILDREN WITH COMPLEX MEDICAL, BEHAVIORAL, AND LONG TERM CARE NEEDS. AN OPTIONS' "CARE COORDINATOR" OVERSEES AND PROVIDES ACCESS TO ALL OF THE SERVICES AN INDIVIDUAL NEEDS TO STAY HEALTHY, AND AVOID EMERGENCY ROOM VISITS AND HOSPITALIZATION. THE ATC CARE COORDINATION ASSISTS MORE THAN 1,300 ADULTS AND CHILDREN ANNUALLY. 3445354 840095 ATC - RESIDENTIAL SERVICES - PROVIDES HOUSING AND HOUSING SERVICES FOR PEOPLE LIVING WITH HIV/AIDS OR OTHER DISABILITIES. OPTIONS OPERATES 68 UNITS OF LONG-TERM SUPPORTIVE HOUSING FOR FORMERLY HOMELESS OR INAPPROPRIATELY HOUSED INDIVIDUALS AND FAMILIES. TENANTS PAY AN AFFORDABLE RENT BASED ON INCOME. SUPPORTIVE SERVICES ENSURE ACCESS TO CARE, SAFETY, STABILITY AND WELLBEING. SUPPORTIVE HOUSING IS ONE OF THE MOST SUCCESSFUL (AND COST-EFFECTIVE) INTERVENTIONS EVER DEVISED TO END HOMELESSNESS AMONG THE MOST VULNERABLE POPULATIONS. 1285506 0 MAINSTREAM RENT VOUCHERS 54690 39319 THRIFT SHOP 4785550 879414 22244621 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 113 0 323 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X KAREN SCHWARTZ - CFO 6313619020 25 HOWARD PLACE RONKONKOMA NY 11779 JOHN DEBIASE PRESIDENT 0.30 1.20 X X 0 0 0 ALAN TILLINGHAST VICE PRESIDENT 0.30 1.20 X X 0 0 0 RICHARD FABIETTI TREASURER 0.30 1.20 X X 0 0 0 TAMIKA S MENDOZA SECRETARY 0.30 1.20 X X 0 0 0 BEVERLY-JANE ANIANO DIRECTOR 0.30 1.20 X 0 0 0 ANTHONY J GRAFFEO DIRECTOR (AS OF 4/23) 0.30 1.20 X 0 0 0 TARA LABRIOLA DIRECTOR 0.30 1.20 X 0 0 0 BALVINDAR SAREEN DIRECTOR 0.30 1.20 X 0 0 0 JUDY SIMONCIC ESQ DIRECTOR 0.30 1.20 X 0 0 0 LISA TOMASULO DIRECTOR 0.30 1.20 X 0 0 0 JODY BURKE DIRECTOR 0.30 1.20 X 0 0 0 YOLANDA ROBANO-GROSS LMSW MHA CHIEF EXECUTIVE OFFICER 35.00 1.50 X 310290 0 39634 KAREN SCHWARTZ CHIEF FINANCIAL OFFICER 28.60 6.40 X 181674 0 66067 LORI BARRAUD COO (UNTIL 12/19/23) 35.00 0.00 X 159912 0 65282 ALLISON COVINO PROGRAM DIRECTOR 35.00 0.00 X 151490 0 59981 ROBIN SAYLES PROGRAM DIRECTOR 35.00 0.00 X 150348 0 56083 DENISE WATERHOUSE PROGRAM DIRECTOR 35.00 0.00 X 128335 0 47171 BARBARA COSTANZO PROGRAM DIRECTOR 35.00 0.00 X 128888 0 54748 1210937 0 388966 7 0 1 0 BAKER TILLY US LLP PO BOX 7398 MADISON WI 537077398 AUDIT/TAX SERVICES 285550 ATLANTIC TOMORROW OFFICE PO BOX 5149 WHITE PLAINS NY 10602 IT MANAGEMENT SERVICES 283045 RUSSO KARL WIDMAIER & CORDANO PLLC 400 TOWNLINE ROAD HAUPPAUGE NY 11788 LEGAL 113822 3 6286 5200 4641288 1320254 22296 5973028 MENTAL HEALTH LICENSED PROGRAMS 623990 8375336 8375336 MENTAL HEALTH SUPPORTIVE HOUSING 623990 5724172 5724172 ATC - CARE COORDINATION 623990 3293714 3293714 ATC - RESIDENTIAL SERVICES 623990 840095 840095 THRIFT SHOP 459510 39319 39319 18272636 215900 215900 2330780 31423 2330202 137372 578 -105949 -105371 -105371 22892 5200 8475 14417 14417 MANAGEMENT FEES 900099 159272 159272 MISC. INCOME 900099 774 774 160046 24530656 18272636 0 284992 597666 597666 10944119 9578911 1268450 96758 382005 352505 25990 3510 2240890 1905680 314125 21085 870273 739645 123550 7078 121187 99474 21713 119250 114632 3810 808 18261 18261 897668 544108 351995 1565 565372 490346 68417 6609 2894924 2856272 38652 200668 193360 7215 93 1307356 1258896 48394 66 308246 281691 25936 619 RENTAL ASSIST & RELATED 1880966 1880966 MAINTENANCE & REPAIRS 937561 901317 36243 1 MINOR EQU,SUPPLIES,FOOD 668262 668262 MONEY MGMNT - CLIENTS 194315 194315 283715 184241 89020 10454 25432704 22244621 3039437 148646 2020862 1430701 2741323 2095418 2033779 2425333 249995 467527 45614815 20254444 26081248 25360371 4769288 4660292 3161970 2436947 41058465 38876589 1487205 1478024 1080082 1355531 6185587 5909185 3633633 2393683 12386507 11136423 X 28625591 27695523 46367 44643 28671958 27740166 41058465 38876589 X -902048 254302 -284046 X 0 1 X 1 1 1 X 395326 6106918 7992566 6675914 5973028 27143752 20066247 15432787 16764703 18070140 18272636 88606513 20461573 21539705 24757269 24746054 24245664 115750265 0 0 0 115750265 139049 95184 102926 117667 215900 670726 139049 95184 102926 117667 215900 670726 148990 156353 157668 252668 182938 898617 20749612 21791242 25017863 25116389 24644502 117319608 0.98660 0.98710 0.00570 0.00520 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 86. 2020 AMOUNT: $ 2,823. 2021 AMOUNT: $ 2,183. 2023 AMOUNT: $ 774. MANAGEMENT FEES - 2019 AMOUNT: $ 148,904. 2020 AMOUNT: $ 153,530. 2021 AMOUNT: $ 155,485. 2022 AMOUNT: $ 153,665. 2023 AMOUNT: $ 159,272. FUNDRAISING INCOME - 2022 AMOUNT: $ 89,209. 2023 AMOUNT: $ 22,892. GAMING INCOME - 2022 AMOUNT: $ 9,794. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9950383 9950383 33660091 18546799 15113292 137004 116406 20598 1867337 1591239 276098 25360371 DUE FROM AFFILIATES 232686 RESERVE FOR REPLACEMENTS 641858 TENANT DEPOSITS HELD IN TRUST 87330 OTHER ASSETS LIMITED AS TO USE 350660 RIGHT OF USE ASSET 1124413 2436947 DUE TO GOVERNMENTAL AGENCIES 620376 OTHER CURRENT LIABILITIES 5199 TENANT DEPOSITS HELD IN TRUST 87330 ADVANCE FROM NEW YORK STATE 384565 OTHER LIABILITIES 125369 OPERATING LEASE LIABILITY 1170844 2393683 X 24500912 254302 -284046 -29744 24530656 0 24530656 25432704 0 25432704 0 25432704 PART X, LINE 2: MANAGEMENT HAS EVALUATED OPTIONS' TAX POSITIONS AND CONCLUDED THAT OPTIONS HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ASC 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: REFUND OF CAPITAL ADVANCE -284,046. MIDNIGHT AT MASQUERADE 28092 5200 22892 6291 2184 28092 5200 22892 6291 2184 8475 14417 X X X X 1 0 0 0 0 0 0 0 0 YOLANDA ROBANO-GROSS LMSW MHA CHIEF EXECUTIVE OFFICER 310290 0 0 0 0 0 22500 0 17134 0 349924 0 0 0 KAREN SCHWARTZ CHIEF FINANCIAL OFFICER 181674 0 0 0 0 0 15535 0 50532 0 247741 0 0 0 LORI BARRAUD COO (UNTIL 12/19/23) 140136 0 0 0 19776 0 13841 0 51441 0 225194 0 0 0 ALLISON COVINO PROGRAM DIRECTOR 151490 0 0 0 0 0 8232 0 51749 0 211471 0 0 0 ROBIN SAYLES PROGRAM DIRECTOR 150348 0 0 0 0 0 7901 0 48182 0 206431 0 0 0 BARBARA COSTANZO PROGRAM DIRECTOR 128888 0 0 0 0 0 6500 0 48248 0 183636 0 0 0 DENISE WATERHOUSE PROGRAM DIRECTOR 128335 0 0 0 0 0 11224 0 35947 0 175506 0 0 0 PART I, LINE 4A AN EXECUTIVE RECEIVED SEVERANCE PAY FROM THE ORGANIZATION AND SUCH PAYMENTS ARE DISCLOSED IN SCHEDULE J, PART II, COLUMN B(III). FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER HAS REVIEWED THE FORM 990 FOR ACCURACY BEFORE FILING. THE FORM 990 IS PROVIDED TO THE TREASURER TO READ AND PROVIDE COMMENTS, WHERE NECESSARY. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS ARE REVIEWED AND SIGNED BY MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY. THE CONFLICT OF INTEREST AND CODE OF ETHICS ARE ALSO REVIEWED AND SIGNED BY STAFF UPON HIRE AND ANNUALLY AT THE TIME OF THE PERFORMANCE REVIEW. FORM 990, PART VI, SECTION B, LINE 15 15A)THE AUDIT/FINANCE COMMITTEE AND A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS REVIEWS COMPENSATION. A COMPENSATION REPORT OF NON-PROFIT AGENCIES WAS REVIEWED TO IDENTIFY MEDIAN SALARIES OF CEO/EXECUTIVE DIRECTOR SALARIES IN SIMILAR TYPE AND SIZE AGENCIES IN NEW YORK. SALARIES OF CEO/EXECUTIVE DIRECTOR OF SIMILAR TYPE AND SIZE IN THE LOCAL AREA AND OTHER QUANTITATIVE AND QUALITATIVE FACTORS WERE ALSO ANALYZED TO DETERMINE THE REASONABLENESS OF THE CHIEF EXECUTIVE OFFICER SALARY. THE DECISION MADE BY THE COMMITTEE WAS DISCUSSED AND APPROVED BY THE FULL BOARD OF DIRECTORS. 15B.)THE PROCEDURE DETERMINED ABOVE WAS ALSO USED FOR DETERMINING COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CORPORATE COMPLIANCE PLAN AND FINANCIAL STATEMENTS AVAILABLE ON THE AGENCY WEBSITE. ITS GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: REFUND OF CAPITAL ADVANCE -284,046. 206 SMITHS OPTIONS LLC 25 HOWARD PLACE RONKONKOMA NY 11779 MANAGE A 10 BED FACILITY NY 0 0 OPTIONS FOR COMMUNITY LIVING INC OCL PROPERTIES INC 25 HOWARD PLACE RONKONKOMA NY 11779 113265927 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES II INC 25 HOWARD PLACE RONKONKOMA NY 11779 113317612 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES III EAST INC 25 HOWARD PLACE RONKONKOMA NY 11779 113368464 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES III WEST INC 25 HOWARD PLACE RONKONKOMA NY 11779 113368465 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES IV INC 25 HOWARD PLACE RONKONKOMA NY 11779 113413120 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES V INC 25 HOWARD PLACE RONKONKOMA NY 11779 113470463 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES VI INC 25 HOWARD PLACE RONKONKOMA NY 11779 113534602 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES VII INC 25 HOWARD PLACE RONKONKOMA NY 11779 113592171 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES VIII INC 25 HOWARD PLACE RONKONKOMA NY 11779 651177555 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES IX INC 25 HOWARD PLACE RONKONKOMA NY 11779 542144418 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES X INC 25 HOWARD PLACE RONKONKOMA NY 11779 593834344 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 7 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES XI INC 25 HOWARD PLACE RONKONKOMA NY 11779 113799182 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES XII INC 25 HOWARD PLACE RONKONKOMA NY 11779 113799179 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES XIII INC 25 HOWARD PLACE RONKONKOMA NY 11779 134368171 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 10 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES XIV INC 25 HOWARD PLACE RONKONKOMA NY 11779 300537992 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 7 OPTIONS FOR COMMUNITY LIVING INC 1 OCL PROPERTIES XV INC 25 HOWARD PLACE RONKONKOMA NY 11779 455408337 TO PROVIDE HOUSING FOR PERSONS WITH CHRONIC MENTAL ILLNESS. NY 501(C)(3) LINE 7 OPTIONS FOR COMMUNITY LIVING INC 1 206 SMITH MANAGER LLC 25 HOWARD PLACE RONKONKOMA NY 11779 874752054 MANAGE A 10 BED FACILITY NY N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0