2025-05-14T16:11:51-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2023-07-01 060776594 ABILITY BEYOND DISABILITY INC ABIL 2037754700 4 BERKSHIRE BLVD BETHEL CT 06801 LORI I PASQUALINI CPA CHIEF FINANCIAL OFFICER 2037754700 2025-05-14 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-05-14 2023 2025-03-06 01:10:19Z ABILITY BEYOND JANE DAVIS 4 BERKSHIRE BLVD BETHEL CT 06801 66032276 0 X WWW.ABILITYBEYOND.ORG X 1953 CT DRIVEN BY THE MISSION TO DISCOVER, BUILD, AND CELEBRATE THE ABILITY IN EVERYONE WE SERVE, ABILITY BEYOND HAS PIONEERED INNOVATIVE AND PERSON-CENTERED CARE FOR PEOPLE WITH DISABILITIES SINCE 1953. 12 11 1473 81 0 0 1573255 1647531 61380071 63502465 326643 583446 78450 85611 63358419 65819053 0 0 0 0 48974636 52677126 0 0 1143606 13633847 12995175 62608483 65672301 749936 146752 31995288 30595556 18995871 17340153 12999417 13255403 X DRIVEN BY THE MISSION TO DISCOVER, BUILD, AND CELEBRATE THE ABILITY IN EVERYONE WE SERVE. ABILITY BEYOND HAS PIONEERED INNOVATIVE AND PERSON-CENTERED CARE FOR PEOPLE WITH DISABILITIES SINCE 1953. 0 0 43764136 47307143 RESIDENTIAL CONTINUUM OF CARE: ABILITY BEYOND'S RESIDENTIAL PROGRAMS CREATE NURTURING FAMILIES; PROVIDING CARE AND SUPPORT FOR EVERY AGE AND STAGE OF APPROPRIATE TO SUPPORT THE INDIVIDUALS WE SERVE. THEY ALSO FOSTER THE DIGNITY AND SELF-RESPECT THAT ARE THE FOUNDATION FOR ECONOMIC AND SOCIAL SUCCESS. DURING FISCAL YEAR 2024 OUR RESIDENTIAL PROGRAMS SUPPORTED OVER 400 INDIVIDUALS IN CONNECTICUT AND NEW YORK STATE THROUGH SUPPORTED INDEPENDENT LIVING, AND GROUP RESIDENCES FOR VARIOUS LEVELS OF CARE (INCLUDING SENIOR SUPPORTS) REQUIRED FOR THEIR SAFE, SECURE AND HAPPY ENVIRONMENT.THESE PROGRAMS ARE ALSO SUPPORTED BY LIFE-SKILL CLASSES, RECREATIONAL ACTIVITIES THAT TAKE PLACE FOR PARTICIPATING RESIDENTS ATTENDING OUR DAY PROGRAMS IN CONNECTICUT AND NEW YORK. 14412442 16280933 INDEPENDENT LIVING SUPPORT: EVERYONE DESERVES A SAY IN HOW THEY LIVE, WORK AND PARTICIPATE IN THEIR COMMUNITIES. WE HELP PEOPLE WITH DISABILITIES HAVE THAT SAY, BY LEARNING ABOUT THEIR PERSONAL GOALS AND SETTING A PATH TO REACH THEM. OUR SUPPORTS RANGE FROM EDUCATIONAL TO RECREATIONAL, LIFE-SKILLS INSTRUCTION, TRANSPORTATION, MEDICAL CARE TO ADDICTION RECOVERY SERVICES AND MORE.A SECURE AND WELCOMING HOME DOES MORE THAN MEET A BASIC PHYSICAL NEED FOR SHELTER. IT GOES BEYOND-SERVING AS AN ANCHOR IN A CHALLENGING WORLD, PROVIDING PROTECTION, COMFORT AND SUPPORT. OUR PROGRAMS PROVIDE DIGNITY, SELF-RESPECT AND THE FOUNDATION FOR ECONOMIC AND SOCIAL SUCCESS. 58176578 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 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 27 0 1473 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT NY X LORI I PASQUALINI CPA CFO 2037754700 4 BERKSHIRE BLVD BETHEL CT 06801 ROBERT BEDOUKIAN CHAIRMAN 2.00 2.00 X X 0 0 0 JAMES KENNEDY VICE CHAIRMAN 2.00 2.00 X X 0 0 0 FRED L BAKER ESQ SECRETARY 2.00 2.00 X X 0 0 0 LORI I PASQUALINI CPA TREASURER-NON-VOTING/CFO 50.00 2.00 X X 248739 71018 24378 LIZ HEITNER DIRECTOR 2.00 2.00 X 0 0 0 DAVID KIRSHNER DIRECTOR 2.00 2.00 X 0 0 0 JOHN LOEHR DIRECTOR 2.00 2.00 X 0 0 0 GREGORY MULVANEY DIRECTOR 2.00 2.00 X 0 0 0 DAVID PARKES DIRECTOR 2.00 2.00 X 0 0 0 CANDY SHAUGHNESSY DIRECTOR 2.00 2.00 X 0 0 0 STEPHEN TRACY DIRECTOR 2.00 2.00 X 0 0 0 LORI STEELE DIRECTOR 2.00 2.00 X 0 0 0 JANE DAVIS PRESIDENT/CEO 40.00 10.00 X X 274846 78472 32810 CARRIE E O'CONNELL SERVICES DIRECTOR 30.00 10.00 X 121361 34650 317 TRACY L CONTE VP OF DEVELOPMENT & COMM ENGAGEMENT 40.00 0.00 X 205635 0 19679 JENIFER I BEAUDEAN-WHITE DIR, INT COM & LEAD SP PR 30.00 10.00 X 147023 41977 317 DAVID MANCUSI SR LEADER INNOVATIONS/IS 30.00 10.00 X 136233 38896 19679 PAULO J ALMEIDA ASST RESIDENTIAL PROGRAM MANAGER 40.00 0.00 X 174666 0 8843 AMY J BROWN CONTROLLER 30.00 10.00 X 135414 38662 10177 1443917 303675 116200 46 0 1 0 TIDY LAUNDRY INC 3939 MAIN STREET BRIDGEPORT CT 06606 LAUNDRY SERVICES 262025 SLH HOME IMPROVEMENT LLC 91 WILSON AVE TRUMBULL CT 06611 CONSTRUCTION SERVICES 252702 LINDQUIST TREE & LANDSCAPING 11 OLD STATE RD NEW MILFORD CT 06776 LANDSCAPING AND SNOW REMOVAL 246435 CFM CONSTRUCTION CORPORATION 150 SYCAMORE ST GLASTONBURY CT 06033 CONSTRUCTION SERVICES 244392 ADVANCED AUTO REPAIR 23 CHESTNUT ST DANBURY CT 06810 VEHICLE SERVICES 172163 7 411737 236050 999744 1647531 RESIDENTIAL CONTINUUM OF CARE 623990 47286569 47286569 INDEPENDENT LIVING SUPPORT 624310 16215896 16215896 63502465 400650 400650 175410 7386 0 0 175410 7386 182796 182796 213223 411737 213223 0 MISCELLANEOUS INCOME - ILS 624310 65037 65037 REIMBURSEMENTS - RCC 623990 20574 20574 85611 65819053 63588076 0 583446 697494 697494 41485906 38003351 2744563 737992 1947903 1945187 2235 481 5500539 4956816 447740 95983 3045284 2739311 251958 54015 31945 31945 111714 111714 51000 51000 35958 35958 119162 70362 37615 11185 443098 55620 366752 20726 2538397 2150847 380239 7311 539601 538574 69 958 575415 340562 229388 5465 1619391 1483698 130423 5270 624538 328692 295050 796 SUPPLIES, FOOD, ACTIVIT 2450590 2446249 3540 801 ST OF CT DSS ICF PROVID 1188153 1188153 HIRING EXP, STAFF SUPPO 1159526 883988 272426 3112 1506687 1045168 262008 199511 65672301 58176578 6352117 1143606 3538127 780388 2575344 2420256 3279960 3370072 616250 740134 46723332 33623979 14287459 13099353 5438009 6632043 2260139 3553310 31995288 30595556 2411317 8020333 1710012 8443040 5434828 8141514 2174980 18995871 17340153 X 9400464 9923762 3598953 3331641 12999417 13255403 31995288 30595556 146752 438012 -328778 0 X 0 1 X 1 0 X 2973114 1626721 8462944 1573255 1647531 16283565 49555908 49477214 54105266 61380071 63588076 278106535 52529022 51103935 62568210 62953326 65235607 294390100 225100 410000 296500 291557 263541 1486698 0 225100 410000 296500 291557 263541 1486698 292903402 222861 215073 216294 251522 400650 1306400 222861 215073 216294 251522 400650 1306400 8629 26361 34990 52751883 51319008 62793133 63231209 65636257 295731490 0.99040 0.99600 0.00440 0.00400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 8,629. 2022 AMOUNT: $ 26,361. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 51000 0 0 51000 0 PART II-B, LINE 1: LOBBYING EXPENSES WERE USED TO ACTIVELY SEEK OUT POTENTIAL CONNECTICUT STATE GRANT FUNDING OPPORTUNITIES. COMMUNICATING WITH STATE AGENCIES INCLUDING, BUT NOT LIMITED TO, THE OFFICE OF POLICY MANAGEMENT, DEPARTMENT OF SOCIAL SERVICES, THE DEPARTMENT OF DEVELOPMENTAL DISABILITIES, THE DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES, AND THE DEPARTMENT OF ECONOMIC AND COMMUNITY DEVELOPMENT. MONITOR AND REPORT ON LEGISLATION THAT POTENTIALLY IMPACTS THE CLIENT. COMMUNICATE WITH THE ELECTIVE AND LEGISLATIVE BRANCHES OF GOVERNMENT AND COORDINATE MEETINGS WITH THE CLIENT WHEN NECESSARY. REPRESENT THE CLIENT AT INDUSTRY MEETINGS, IF REQUESTED. ASSISTING THE PRESIDENT AND CEO WITH COMMUNITY OUTREACH, INCLUDING MAKING INTRODUCTIONS TO CIVIC AND COMMUNITY LEADERS. 1 169899 17340 187239 0 5438009 434667 795325 35958 6632043 4896834 31204 477468 32503 5438009 4588241 216294 92299 4896834 4354560 262175 28494 4588241 4188983 286266 94170 26519 4354560 0.85000 0.15000 0.00000 0 0 29745247 18586781 11158466 602313 515185 87128 10817804 10383933 433871 5557968 4138080 1419888 13099353 SECURITY DEPOSITS 60504 DUE FROM RELATED PARTY 1632851 OTHER ASSETS 476821 OPERATING LEASE RIGHT-OF-USE ASSETS 1383134 3553310 OPERATING LEASE LIABILITIES 1445946 FINANCE LEASE LIABILITIES 729034 2174980 X PART IV, LINE 2B: THE ORGANIZATION SERVES AS SOCIAL SECURITY REPRESENTATIVE PAYEES FOR MULTIPLE INDIVIDUALS. PART X, LINE 2: MANAGEMENT RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. ACCORDINGLY, MANAGEMENT BELIEVES THE AGENCY'S INCOME TAX POSITIONS ARE CONSISTENT WITH ITS TAX EXEMPT STATUS AND HAS DETERMINED THAT THE AGENCY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. GOLF TOURNAMENT 103048 42953 60095 22628 37467 GALA 416209 298526 117683 47498 70185 1 105703 70258 35445 12460 22985 624960 411737 213223 82586 130637 213223 0 X X 0 0 0 0 0 0 0 0 0 JANE DAVIS PRESIDENT/CEO 232920 66502 0 0 41926 11970 14002 3998 11521 3289 300369 85759 0 0 LORI I PASQUALINI CPA TREASURER-NON-VOTING/CFO 229291 65465 0 0 19448 5553 7779 2221 11185 3193 267703 76432 0 0 TRACY L CONTE VP OF DEVELOPMENT & COMM ENGAGEMENT 205635 0 0 0 0 0 0 0 19679 0 225314 0 0 0 DAVID MANCUSI SR LEADER INNOVATIONS/IS 136233 38896 0 0 0 0 0 0 15308 4371 151541 43267 0 0 JENIFER I BEAUDEAN-WHITE DIR, INT COM & LEAD SP PR 147023 41977 0 0 0 0 0 0 247 70 147270 42047 0 0 AMY J BROWN CONTROLLER 135414 38662 0 0 0 0 0 0 7917 2260 143331 40922 0 0 PAULO J ALMEIDA ASST RESIDENTIAL PROGRAM MANAGER 174666 0 0 0 0 0 0 0 8843 0 183509 0 0 0 CARRIE E O'CONNELL SERVICES DIRECTOR 121361 34650 0 0 0 0 0 0 247 70 121608 34720 0 0 PART I, LINE 3 THE CEO AND CFO ARE COMPENSATED BY THE RELATED ORGANIZATION, ABILITY BEYOND DISABILITY, INC. (D/B/A ABILITY BEYOND) AND SHARE A COMMON BOARD. THE BOARD OF DIRECTORS HAS CHARGED THE EXECUTIVE COMMITTEE WITH MAKING RECOMMENDATIONS TO THE BOARD FOR DETERMINATION OF COMPENSATION OF THE PRESIDENT/CEO. INFORMATION IS MADE AVAILABLE TO ASSIST IN ESTABLISHING COMPENSATION THAT IS FAIR AND REASONABLE INCLUDING, RECENT SURVEYS AND/OR ANALYSIS OF LIKE ORGANIZATIONS IN THE REGION; SPECIFIC COMPENSATION DATA FOR SIMILAR POSITIONS IN ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY IN THE REGIONS. INFORMATION COLLECTED WITH RELEVANCE TO PRESIDENT/CEO COMPENSATION IS REVIEWED BY THE CHAIR OF HUMAN RESOURCES COMMITTEE WHO PRESENTS THIS DATA TO THE EXECUTIVE COMMITTEE (SENIOR MANAGEMENT COMPENSATION COMMITTEE) FOR CONSIDERATION IN DEVELOPING THE COMMITTEE'S RECOMMENDATION TO THE BOARD OF DIRECTORS AS TO TERMS OF AN EMPLOYMENT AGREEMENT, IF ANY AND ANNUAL COMPENSATION TO BE PAID TO THE PRESIDENT/CEO. THE BOARD OF DIRECTORS APPROVES THE PRESIDENT/CEO EMPLOYMENT AGREEMENT AND COMPENSATION. INFORMATION COLLECTED AND RELEVANT TO COMPENSATION FOR OTHER SENIOR MANAGEMENT PERSONNEL IS REVIEWED WITH THE PRESIDENT/CEO WHO CONSIDERS THE DATE IN RECOMMENDING ANNUAL COMPENSATION FOR THESE INDIVIDUALS. THIS PROCESS IS DOCUMENTED IN BOARD MEETING MINUTES. THE CEO HAS ENTERED INTO AN EMPLOYMENT AGREEMENT WHICH INCLUDES A PROVISION FOR BONUS PAYMENTS BASED ON THE EXECUTIVES PERFORMANCE RANGING FROM 10 TO 20%. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS DELEGATES THE REVIEW OF THE FORM 990 TO THE FINANCE COMMITTEE. A COPY OF THE 990 WILL BE PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD OF DIRECTORS, TRUSTEES, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTIONS; AND SHALL NOT INFLUENCE VOTING OR DELIBERATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS CHARGED THE EXECUTIVE COMMITTEE WITH MAKING RECOMMENDATIONS TO THE BOARD FOR THE DETERMINATION OF COMPENSATION OF THE PRESIDENT/CEO. INFORMATION IS MADE AVAILABLE TO ASSIST IN ESTABLISHING COMPENSATION THAT IS FAIR AND REASONABLE INCLUDING: RECENT COMPENSATION SURVEYS AND/OR ANALYSIS OF LIKE ORGANIZATIONS IN THE REGION, SPECIFIC COMPENSATION DATA FOR SIMILAR POSITIONS IN ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY. INFORMATION COLLECTED WITH RELEVANCE TO THE PRESIDENT/CEO COMPENSATION IS REVIEWED WITH THE CHAIR OF THE HUMAN RESOURCE COMMITTEE AND THE BOARD OF DIRECTORS WHO PRESENTS THIS DATA TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION IN DEVELOPING THE COMMITTEE'S RECOMMENDATION TO THE BOARD OF DIRECTORS AS TO TERMS OF AN EMPLOYMENT AGREEMENT, IF ANY, AND ANNUAL COMPENSATION TO BE PAID TO THE PRESIDENT/CEO. THE BOARD OF DIRECTORS APPROVES THE PRESIDENT/CEO EMPLOYMENT AND COMPENSATION AGREEMENT. INFORMATION COLLECTED WITH RELEVANCE TO COMPENSATION FOR OTHER SENIOR MANAGEMENT PERSONNEL IS REVIEWED WITH THE PRESIDENT/CEO WHO CONSIDERS THIS DATA IN RECOMMENDING ANNUAL COMPENSATION FOR THESE INDIVIDUALS. THE CEO'S RECOMMENDATIONS ARE REVIEWED FOR REASONABLENESS BY THE EXECUTIVE COMMITTEE (SR. MANAGEMENT COMPENSATION COMMITTEE) PRIOR TO RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION IS DETERMINED BY TERMS OF EMPLOYMENT AGREEMENTS (IF ANY), THE ORGANIZATIONS PERFORMANCE, THE EMPLOYEE'S CONTRIBUTIONS TO THAT PERFORMANCE AND HIS/HER YEARS OF SERVICE. ADDITIONAL FACTORS CONSIDERED ARE EDUCATION OR CREDENTIALS, PRIOR EXPERIENCE, CURRENT OR PRIOR AFFILIATIONS, SCARCITY OF TALENT IN JOB AREA, ETC. DECISIONS ON COMPENSATION FOR MEMBERS OF ABILITY BEYOND'S SR. MANAGEMENT TEAM ARE REACHED AFTER REVIEW OF RELEVANT SURVEY INFORMATION AND DATA FOR THE LIKE POSITIONS IN LIKE AGENCIES IN THE REGION. MEMBERS OF SR. MANAGEMENT TEAM WHOSE COMPENSATION IS BEING CONSIDERED ARE NOT PRESENT AT MEETINGS WHICH A DECISION ON HIS/HER COMPENSATION IS REACHED. THIS PROCESS IS DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ABILITY BEYOND DISABILITY 480 BEDFORD ROAD CHAPPAQUA NY 10514 141758770 HUMAN SERVICES NY 501(C)(3) LINE 10 ABILITY BEYOND DISABILITY INC 1 GROWING POSSIBILITIES 4 BERKSHIRE BLVD BETHEL CT 06801 270581545 HUMAN SERVICES CT 501(C)(3) LINE 10 ABILITY BEYOND DISABILITY INC 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1