2023-11-13T14:04:08-07:00 2022-12-31 990 2022-01-01 113241841 NASSAU COUNTY AHRC FOUNDATION INC NASS 5166261000 189 Wheatley Road Brookville NY 115452699 Thomas P Rosicki Esq President 5166261075 2023-11-13 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Thomas P Rosicki Esq 189 Wheatley Road Brookville NY 11545 16420434 0 X www.ahrcfoundation.org X 1994 NY The mission of Nassau County AHRC Foundation, Inc. is to publicly solicit and receive funds for the benefit of children and adults with intellectual and developmental disabilities. 16 16 4 16 0 0 1237562 879960 0 0 3938950 2936968 3357800 653371 8534312 4470299 392712 428500 0 0 410260 344062 0 0 125408 1662725 1288007 2465697 2060569 6068615 2409730 54412786 50585070 616809 994777 53795977 49590293 To publicly solicit and receive funds for the benefit of children and adults with intellectual and developmental disabilities. 0 0 428500 428500 664299 The primary purpose of Nassau County AHRC Foundation, Inc. is to publicly solicit and receive funds for the benefit of children and adults with intellectual and developmental disabilities. 0 0 0 428500 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 14 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X Willard T Derr - CFO 5166261000 189 Wheatley Road Brookville NY 11545 Mary McNamara Foundation Director 35 0 X 176056 0 34619 Thomas P Rosicki Esq President 2 0 X X 0 0 0 Lloyd Groveman Vice President 1 1 X X 0 0 0 Robert M Pascucci Esq Treasurer 2 0 X X 0 0 0 John M Chase Esq Secretary 2 0 X X 0 0 0 Rady Bruell Director 1 0 X 0 0 0 Jack Garofalo Director 1 0 X 0 0 0 Robert E Griffith Director 1 0 X 0 0 0 Kathleen Maggi Director 1 0 X 0 0 0 David Nagler Esq Director 1 0 X 0 0 0 Michael Ross Director 1 0 X 0 0 0 Daniel H Serota Director 1 0 X 0 0 0 Jack Posner Director 1 0 X 0 0 0 Harrietta Traversa Director 1 0 X 0 0 0 Edward Yardeni Director 1 0 X 0 0 0 Martin B Boorstein Director 1 1 X 0 0 0 Thomas F Moore Director 1 1 X 0 0 0 176056 0 34619 2 0 1 0 0 0 0 495420 0 0 384540 0 879960 0 732593 0 0 732593 0 0 0 0 403802 403802 0 0 0 0 14071000 0 11866625 0 2204375 0 2204375 0 0 2204375 72652 495420 83510 -10858 0 -10858 Contracted Services 813211 260427 260427 0 0 0 0 0 0 260427 4470299 664229 0 2926110 X 428500 428500 210675 210675 49423 49423 13410 13410 55078 55078 15476 15476 181806 181806 18333 18333 76840 76840 837950 826785 11165 12765 12765 33487 45 33442 4447 4447 27588 27588 Pooled Trust Fees 26755 0 26755 0 68036 68036 2060569 428500 1506661 125408 1036043 3353341 11267311 10433593 15325 23275 2364223 1956852 806777 575252 233868 142767 12300 12300 0 36948810 32506458 1399082 1399082 341347 194450 54412786 50585070 319914 631297 94545 169030 202350 194450 616809 994777 X 53357503 49151819 438474 438474 53795977 49590293 54412786 50585070 X 2409730 -7413922 0 0 0 798508 X 0 1 X 1 0 X 1362016 1203522 1420717 1237562 879960 6103777 0 0 0 0 0 0 1362016 1203522 1420717 1237562 879960 6103777 1218922 4884855 784216 862234 565190 947125 732593 3891358 0 0 0 0 0 0 229396 185831 228065 288526 260427 1192245 11187380 0.43664 0.45420 X Schedule A, Part II, Line 10 The Foundation received other revenue of $260,427 for fundraising support services. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 12300 12300 0 0 0 0 0 0 0 Deferred compensation payable 194450 194450 X 137966550 -7413922 0 0 140987013 133573091 4393459 76840 0 76840 4470299 135052698 0 0 0 133068969 133068969 1983729 76840 0 76840 2060569 Schedule D, Part X, Line 2 Nassau County AHRC Foundation, Inc. ("The Foundation") is incorporated in the State of New York and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC). Accordingly, no provision for federal or state income taxes is required. There was no unrelated business income from an unrelated trade or business for the year ended December 31, 2022. The Foundation adopted the provisions of ASC 740, "Accounting for Uncertainty in Income Taxes". Under ASC 740, an organization must recognize the tax benefits associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained. The implementation of ASC 740 had no impact on the Foundation's consolidated financial statements. The Foundation does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. The Foundation has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the Foundation has filed Internal Revenue Service (IRS) Form 990 tax returns, as required, and all other applicable returns in jurisdictions where it is required. For the year ended December 31, 2022, there were no interest or penalties recorded or included in the consolidated statement of activities. The Foundation is subject to routine audits by taxing authorities. As of December 31, 2022, the Foundation was not subject to any examination by a taxing authority. Schedule D, Part XI, Line 2d Other revenue of $140,987,013 consists of the following related tax-exempt organizations, included in the audited consolidating financial statements of activities and change in net assets of Nassau County AHRC Foundation, Inc. ("Foundation") and Affiliates: Brookville Center for Children's Services, Inc. - $60,182,402; Citizens Options Unlimited, Inc. - $80,603,141; Community Services Support Corporation - $201,470, net of inter-company accounts and transactions eliminated in consolidation. Schedule D, Part XII, Line 2d Other expenses of $133,068,969 consist of the following related tax-exempt organizations, included in the audited consolidating statement of activities and change in net assets of Nassau County AHRC Foundation, Inc. and Affiliates: Brookville Center for Children's Services, Inc. - $54,847,148; Citizens Options Unlimited, Inc. - $77,431,884; Community Services Support Corporation - $789,937, net of inter-company accounts and transactions eliminated in consolidation. Rose Ball 317696 287846 29850 0 1771 0 28225 5000 4540 Golf Outing 134300 91500 42800 0 1823 0 32391 958 4210 1 116074 116074 0 0 950 0 2340 0 1300 568070 495420 72650 0 4544 0 62956 5958 10050 83508 -10858 1 NYSARC Inc Nassau County Chapter 189 Wheatley Road Brookville NY 11545 111720254 501(c)(3) 125000 N/A The purpose of the grant to NYSARC, Inc. - Nassau County Chapter is to assist in providing services to the developmentally disabled population. Brookville Center for Children's Services Inc 189 Wheatley Road Brookville NY 11545 731662897 501(c)(3) 115000 N/A The purpose of the grant to Brookville Center for Children's Services, Inc. is to assist in providing educational program services to special needs children. Citizens Options Unlimited Inc 189 Wheatley Road Brookville NY 11545 261520311 501(c)(3) 83500 N/A The purpose of the grant to Citizens Options Unlimited, Inc. is to assist in providing services to the developmentally disabled population. Advantage Care Diagnostic and Treatment Center Inc 189 Wheatley Road Brookville NY 11545 753097539 501(c)(3) 25000 N/A The purpose of the grant to Advantage Care Diagnostic and Treatment Center, Inc. is to assist in providing services to children and adults with autism and related developmental disabilities. Horseability Inc PO BOX 410-1 Old Westbury NY 11568 113571392 501(c)(3) 25000 N/A The purpose of the grant to Horseability, Inc is to support its mission of improving the lives of children and adults with special needs through facilitated interaction with horses. Autism Society of America Nassau Suffolk Chapter PO Box 7472 Wantagh NY 11793 113553539 501(c)(3) 15000 N/A The purpose of the grant to Autism Society of Nassau Suffolk is to support its mission of supporting individuals with autism in our Nassau and Suffolk counties, New York. Pal-O-Mine Equestrian Inc 829 Old Nichols Road Islandia NY 11749 113302338 501(c)(3) 10000 N/A The purpose of the grant to Pal-O-Mine Equestrian is to assist in providing a comprehensive therapeutic equine program using horses to children and adults with disabilities, those who have been abused or neglected, the military and the impoverished. Self Advocacy Association of New York State Inc 500 Baltown Road Bldg 12B Schenectady NY 12304 113553539 501(c)(3) 10000 N/A The purpose of the grant to Self Advocacy Association of New York State Inc is to support its mission of supporting individuals with autism in local communities in New York State. 8 0 Schedule I, Part I, Line 2 The organization invites grantees to submit an application which follows the NY/NJ Area Common Application to review each funding request and determine grantee eligibility. Applications are first reviewed by the organization's Grant Committee. Grantees are required to provide an annual report and documentation of funding outcomes. 0 0 0 0 0 0 0 0 0 Mary McNamara Foundation Director 151973 0 3000 0 21083 0 6704 0 27915 0 210675 0 0 0 Form 990, Part VI, Section A, Line 3 Management services are provided to Nassau County AHRC Foundation, Inc. ("The Foundation") by NYSARC, Inc. - Nassau County Chapter ("AHRC Nassau") for which management fees of $140,139 were paid for services provided in the year ended December 31, 2022. Management services include, but are not limited to, executive leadership, operations management, corporate compliance, administrative support services, information technology, purchasing, accounts payable, payroll processing, human resources, budgeting, accounting and financial reporting. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by AHRC Nassau finance department personnel and is reviewed by independent accountants. The Form 990 is provided to the Board of Directors prior to filing. Form 990, Part VI, Section B, Line 12c The Foundation's conflict of interest policy is presented to, and a disclosure statement is signed by, all new board members prior to appointment and by all officers and key employees prior to hire. The Foundation monitors its conflict of interest policy by requiring all officers and directors to confirm their compliance annually in writing and to disclose any activity that may be deemed a conflict of interest. Any statements with disclosures are reviewed by the Foundation's Board of Directors. Form 990, Part VI, Section B, Line 15 A Board designated committee reviews compensation to its officers and key employees, including but not limited to, those employees who provide management services to the Foundation. The AHRC Nassau Compensation Committee utilizes, and retains for its records, comparable industry data, employee tenure and skill evaluations and financial condition of the organization in establishing compensation policy. Form 990, Part VI, Section C, Line 19 The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, Line 11g Amounts consist of business consulting and professional services expenses. Form 990, Part XI, Line 9 During 2022 the Board of Directors of Nassau County AHRC Foundation, Inc. ("AHRC Foundation") made the determination to sell Life Care Data Exchange, LLC's ("LCDX") rights to the care-coordination software which LCDX had developed. On October, 11, 2022, LCDX entered into a Software Transfer Agreement with an unrelated third-party to sell the care-coordination software, intellectual property rights and confidential information for a purchase price of $1,203,000. The effective date of the Software Transfer Agreement was October 12, 2022. Effective October 12, 2022, after the closing of the sale, LCDX ceased regular business operations. On December 7, 2022, the Board of Directors of AHRC Foundation passed a resolution to dissolve LCDX. A gain of $798,508 was recognized upon the sale of LCDX. Life Care Data Exchange LLC 189 Wheatley Road Brookville NY 11545 472050993 Software DE 403802 751296 NC AHRC Foundation Inc Community Services Support Corporation 189 Wheatley Road Brookville NY 11545 112438213 property management NY 501(c)(3) 10 NC AHRC Foundation Inc 1 Citizens Options Unlimited Inc 189 Wheatley Road Brookville NY 11545 261520311 residential services NY 501(c)(3) 7 NC AHRC Foundation Inc 1 Brookville Center for Children's Services Inc 189 Wheatley Road Brookville NY 11545 731662897 Education and Residential Services NY 501(c)(3) 7 NC AHRC Foundation Inc 1 Metropolitan Community Partners Inc 189 Wheatley Road Brookville NY 11545 824140316 Program services for developmentally disabled persons NY 501(c)(3) PF NC AHRC Foundation Inc 1 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 Brookville Center for Children's Services Inc l 69411 FMV Citizens Options Unlimited Inc d 11566 FMV Brookville Center for Children's Services Inc d 43391 FMV Brookville Center for Children's Services Inc b 115000 FMV Citizens Options Unlimited Inc b 83500 FMV Extension was filed.