2025-05-15T15:54:30-05:00 2024-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-07-01 112777066 SCO FAMILY OF SERVICES SCOF 5166711253 1415 KELLUM PLACE 140 GARDEN CITY NY 11530 LISA SAMMON CFO 5166711253 2025-05-15 1 1 MELISSA MODELSON P01603524 9143818900 2025-05-15 2023 2025-03-06 01:10:19Z SUZETTE GORDON 1415 KELLUM PLACE 140 GARDEN CITY NY 11530 253707960 0 X WWW.SCO.ORG X 1898 NY PROVIDES ESSENTIAL HUMAN SERVICES TO PERSONS IN LOCATIONS THROUGHOUT THE NYC METRO AREA. WE HELP VULNERABLE NEW YORKERS MEET LIFE'S CHALLENGES & HELP THEM BUILD A SOLID FOUNDATION. 22 22 3347 53 0 0 184523652 180688284 70045555 71040240 2467175 186089 210816 1434553 257247198 253349166 476236 540589 0 0 160138974 159219386 95618 34621 1506977 97351878 92703306 258062706 252497902 -815508 851264 167904185 167419273 178530861 171383665 -10626676 -3964392 X SCO FAMILY OF SERVICES WORKS WITH NEW YORK'S MOST VULNERABLE - THOSE STRIVING TO OVERCOME THE DEVASTATING IMPACT OF POVERTY, NEGLECT, ABUSE OR DEVELOPMENTAL AND MENTAL CHALLENGES. WE RESPOND TO MOMENTS OF CRISIS AND PREVENT CRISES BEFORE THEY OCCUR WITH A COMPREHENSIVE ARRAY OF SERVICES. WE GIVE INDIVIDUALS AND FAMILIES THE SUPPORT AND TOOLS NEEDED FOR A HEALTHY, STABLE AND SUCCESSFUL FUTURE, BUILDING STRONGER COMMUNITIES THROUGHOUT THE AREA. 0 0 72287801 0 70783064 FOSTER CARE AND ADOPTION:SCO HELPS PARENTS ESTABLISH STRONG FAMILY BONDS, PROVIDING FAMILY COUNSELING, LITERACY AND EMPLOYMENT SERVICES TO SUPPORT FAMILY LIFE. WE ENGAGE FAMILIES TO CREATE STRONGER COMMUNITIES, STABILIZE FAMILIES IN CRISIS, KEEP CHILDREN SAFE AND WORK WITH PARENTS TO AVOID OUT-OF-HOME PLACEMENT. FOR CHILDREN WHO CANNOT LIVE AT HOME, SCO PROVIDES FOSTER BOARDING HOMES, THERAPEUTIC FOSTER CARE AND GROUP RESIDENCE CARE. OUR FOSTER CARE PROGRAMS SERVE MORE THAN 597 CHILDREN IN FAMILY FOSTER HOMES, GROUP HOMES AND OTHER RESIDENTIAL SETTINGS IN ADDITION TO OFFERING PROGRAMS THAT STRIVE TO REUNITE CHILDREN WITH THEIR FAMILIES. SCO WORKS WITH CHILDREN, YOUNG ADULTS AND FAMILIES PROVIDING NECESSARY SUPPORTS TO PROMOTE INDIVIDUAL GROWTH, SUPPORT FAMILY LIFE AND CREATE STRONG, VIBRANT FAMILIES AND COMMUNITIES. 71083837 0 55177 SPECIAL NEEDS & BEHAVIORAL HEALTH SERVICES:SCO PROVIDES EXPERT CARE TO OVER 5,000 CHILDREN, YOUTH AND ADULTS WITH SPECIAL NEEDS THROUGH A BROAD CONTINUUM OF SUPPORT, RESIDENTIAL AND TREATMENT SERVICES THAT UNLOCK POTENTIAL AND HELP THEM LEAD FULL AND PRODUCTIVE LIVES. WE PROVIDE SUPPORT TO CHILDREN AND YOUNG ADULTS WITH EMOTIONAL DISORDERS NEEDED TO LIVE AND FUNCTION IN THE COMMUNITY. WE OFFER HIGHLY STRUCTURED RESIDENTIAL SERVICES, CRISIS RESPITE, ASSESSMENT, CASE PLANNING AND CASE COORDINATION, CLINICAL SUPPORT AND TREATMENT, COMMUNITY BASED SERVICES AND IN-HOME SERVICES FOR CHILDREN AND YOUNG ADULTS WHO LIVE WITH THEIR FAMILIES AND OTHER CAREGIVERS.SCO HELPS CHILDREN, YOUTH AND ADULTS WITH DEVELOPMENTAL DISABILITIES REALIZE THEIR FULL POTENTIAL AND BECOME PARTICIPATING MEMBERS OF THE COMMUNITY THROUGH A VARIETY OF IN HOME HABILITATIVE SERVICES, RESIDENCES AND SUPPORTIVE CAREGIVERS STRUCTURED TO PERMIT CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO STRIVE TO BECOME AS INDEPENDENT AS POSSIBLE. 29603248 0 0 EDUCATION AND YOUTH DEVELOPMENT SERVICESSCO'S EDUCATION & YOUTH DEVELOPMENT PROGRAMS HELP MORE THAN 10,000 YOUNG PEOPLE REACH THEIR FULL POTENTIAL. WE LAUNCH YOUTH INTO ADULTHOOD WITH SUPPORT AND SERVICES THAT ADDRESS THEIR EDUCATIONAL, EMOTIONAL, AND CAREER DEVELOPMENT NEEDS AND AMBITIONS. WE PAY SPECIAL ATTENTION TO YOUTH WHO ARE HOMELESS, PARENTING, LGBTQ, OR COURT-INVOLVED. OUR AFTER SCHOOL AND SUMMER PROGRAMS PROVIDE ACADEMIC ENRICHMENT AND RECREATION FOR MIDDLE SCHOOL STUDENTS. WE OFFER SPECIALIZED SCHOOLS FOR TEENS WITH SPECIAL NEEDS, DEVELOPMENTAL DISABILITIES, OR WHO ARE UNDER-CREDITED AND NOT ON TRACK TO GRADUATE. WE BELIEVE THAT WITH THE RIGHT SUPPORT, YOUTH OF ALL BACKGROUNDS CAN SUCCEED AND THRIVE. 48704619 540589 201999 THE ORGANIZATION ALSO OPERATED OTHER PROGRAMS DURING FY24 WHICH INCLUDED: SHELTERS AND HOMELESS SERVICES:, EARLY CHILDHOOD SERVICES AND FAMILY SUPPORT SERVICES. 48704619 540589 201999 221679505 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 240 0 3347 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X LISA SAMMON 5167591844 1415 KELLUM PLACE 140 GARDEN CITY NY 11530 LEE VANCE CHAIRPERSON 8.00 1.75 X X 0 0 0 BRIAN T EDWARDS FIRST VICE-CHAIRPERSON 4.00 0.00 X X 0 0 0 H CRAIG TREIBER SECOND VICE-CHAIRPERSON 4.00 0.00 X X 0 0 0 STEPHEN J TYREE SECOND VICE-CHAIRPERSON 4.00 0.00 X X 0 0 0 RICHARD E MAYBERRY JR TREASURER 4.00 0.00 X X 0 0 0 MIRNA DAOUK ASSISTANT TREASURER 4.00 0.00 X X 0 0 0 MARY PAT THORNTON SECRETARY 4.00 1.75 X X 0 0 0 TIMOTHY L FULTON ASSISTANT SECRETARY 4.00 0.00 X X 0 0 0 JAMES BEHA II DIRECTOR 1.00 0.00 X 0 0 0 JAVIER EVANS DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL FURLANI DIRECTOR 1.00 0.00 X 0 0 0 ESSYA HANACHI DIRECTOR 1.00 0.00 X 0 0 0 PETER A HOROWITZ DIRECTOR 1.00 0.00 X 0 0 0 JUSTINE A MAROUS DIRECTOR 1.00 0.00 X 0 0 0 KELLY L WILLIAMS DIRECTOR 1.00 1.75 X 0 0 0 VINCENT MOOREHEAD DIRECTOR 1.00 0.00 X 0 0 0 GUY MOSZKOWSKI DIRECTOR 1.00 1.75 X 0 0 0 ELAINE PHILLIPS DIRECTOR 1.00 0.00 X 0 0 0 JESSICA TAYLOR O'MARY DIRECTOR 1.00 0.00 X 0 0 0 DEMETRIOS YATRAKIS DIRECTOR 1.00 0.00 X 0 0 0 M STEVEN WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 MARINA LICASTRO-FRIDAY DIRECTOR 1.00 0.00 X 0 0 0 LISA SAMMON CFO 65.00 1.75 X 224374 0 22028 SUZETTE GORDON PRESIDENT & CEO 65.00 1.75 X 389221 0 23204 DOUG O'DELL COO 40.00 0.00 X 193106 0 550 RASHEED FRAZIER CHIEF PROGRAM OFFICER 65.00 0.00 X 140655 0 47791 KAREN ABREU-ROSANO CHIEF PROGRAM OFFICER 65.00 0.00 X 179393 0 39729 YELITZA SEOANE PSYCHIATRIST 55.00 0.00 X 213148 0 21345 JULIETTE MCKENNA CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 229239 0 42485 TARA DRENNEN CHIEF INFORMATION OFFICER 40.00 0.00 X 217102 0 279 REBECCA LUKEMAN CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 241343 0 38281 GODFREY ANEKE NURSE PRACTITIONER 40.00 0.00 X 165463 0 0 KEITH LITTLE FORMER PRESIDENT & CEO 0.00 0.00 X 438762 0 164 JENNIFER OUTLAW FORMER CHIEF PROGRAM OFFICER 0.00 0.00 X 175022 0 16860 2806828 0 252716 98 1 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICE 5889777 WHITSONS 1800 MOTOR PARKWAY ISLANDIA NY 11749 FOOD SERVICE 1478041 BELLS STAFFING SERVICES 90-50 PARSONS BLVD SUITE 207 JAMICA NY 11432 STAFFING SERVICES 1451537 J PREVEDELLO SERVICES INC 568 CALEDONIA ROAD HUNTINGTON STATION NY 11746 MAINTENANCE SERVICES 1395160 ACCESS STAFFING LLC PO BOX 200608 DALLAS TX 75320 STAFFING SERVICES 1214286 70 498254 2682844 170227495 7279691 180688284 MEDICAID REVENUE 623990 68887866 68887866 SOCIAL SECURITY INCOME 623990 1874217 1874217 RENTAL INCOME 532000 253197 253197 PRIVATE PAY INCOME 623990 24960 24960 71040240 173576 173576 54319 0 54319 54319 54319 12513 0 12513 12513 12513 172655 498254 358794 -186139 -186139 MISCELLANEOUS REVENUE 900099 1145526 1145526 REFUNDS FROM VENDORS 900099 381285 381285 MANAGEMENT FEES 900099 39562 39562 1566373 253349166 71040240 0 1620642 540589 540589 1339847 379246 938389 22212 118262348 108078759 9687700 495889 3599521 3257657 325275 16589 26715359 24089722 2500645 124992 9302311 8234824 1023638 43849 775557 775557 324406 324406 178175 178175 34621 34621 2167 2167 19318619 14257293 5018422 42904 4693099 3852614 813125 27360 8420760 5478066 2866155 76539 14938941 12895739 2036825 6377 1800052 1756697 43088 267 1109897 584794 524626 477 4448678 3329818 1113856 5004 8520082 7839340 659901 20841 FOSTER CARE 10442261 10442261 REPAIR AND MAINTENANCE 7097507 6622546 86763 388198 FOOD 5147990 5147014 399 577 PROGRAM ACTIVITIES/INCI 4354808 4331375 4364 19069 1130307 561151 566119 3037 252497902 221679505 29311420 1506977 6645373 6095285 152010 152045 67429343 74509691 2250699 1728765 108869380 65011303 46798262 43858077 2827908 3243069 41800590 37832341 167904185 167419273 32965998 34932088 11009876 17983699 31782114 31342512 766376 679490 26921557 20936007 75084940 65509869 178530861 171383665 X -15392479 -7078911 4765803 3114519 -10626676 -3964392 167904185 167419273 X 851264 289057 5521963 X X 0 1 X 1 1 1 X 186379902 185873113 192240373 184364718 180688284 929546390 186379902 185873113 192240373 184364718 180688284 929546390 929546390 77318 62312 69212 75124 227895 511861 18043 7453 25496 1097561 484249 800423 239480 1566373 4188086 934271833 345714325 0.99490 0.99380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 272,210. 2020 AMOUNT: $ 97,961. 2021 AMOUNT: $ 92,248. 2022 AMOUNT: $ 40,949. 2023 AMOUNT: $ 1,145,526. REFUNDS FROM VENDORS - 2019 AMOUNT: $ 218,699. 2020 AMOUNT: $ 299,617. 2021 AMOUNT: $ 603,712. 2022 AMOUNT: $ 159,490. 2023 AMOUNT: $ 381,285. VENDING MACHINE - 2019 AMOUNT: $ 3,342. 2020 AMOUNT: $ 1,537. 2021 AMOUNT: $ 1,309. MANAGEMENT FEES - 2019 AMOUNT: $ 603,310. 2020 AMOUNT: $ 48,070. 2021 AMOUNT: $ 41,258. 2022 AMOUNT: $ 39,041. 2023 AMOUNT: $ 39,562. IRS TAX REFUND - 2020 AMOUNT: $ 37,064. 2021 AMOUNT: $ 61,896. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 182915 0 0 182915 0 PART II-B, LINE 1: LOBBYING ACTIVITIES ARE RELATED TO DIRECT CONTACT WITH MUNICIPALITIES, LEGISLATORS, STATE AGENCIES, ETC. DIRECT CONTACT IS IN RELATION TO SCO'S SUPPORT OF FOSTER CARE BILLS/REFORM, FUNDING RENEWALS, AND PROGRAM INITIATIVES. LOBBYING ACTIVITIES CONDUCTED TO ESTABLISH BUDGETS AND PROCURE FUNDING. 0 1 X 1442996 1442996 1442996 1442996 1442996 1442996 1442996 571283 571283 1442996 1442996 164582 164582 1442996 1.00000 0 0 436962 1593522 2030484 88630204 50865073 37765131 2413430 1739016 674414 13340271 9952223 3388048 2454991 2454991 0 43858077 SECURITY DEPOSITS AND OTHER ASSETS 655611 DEBT SERVICE RESERVE 1047966 CUSTODIAL ACCOUNTS 679490 DUE FROM SCO FOUNDATION, INC. 1928355 RIGHT OF USE ASSETS 23831980 INTEREST RATE SWAP ASSET 5153939 ASSET LIMITED TO USE 4535000 37832341 ACCRUED PENSION OBLIGATION 23492936 DUE TO GOVERNMENT AGENCIES 18134014 PROPERTY LEASE 23882919 65509869 X 265067813 289057 14304780 14593837 250473976 2167 2873023 2875190 253349166 252618901 2846314 2846314 249772587 2167 2723148 2725315 252497902 PART IV, LINE 2B: CUSTODIAL ACCOUNTS PRIMARILY REPRESENT SUPPLEMENTAL SOCIAL SECURITY FUNDS PLUS ACCRUED INTEREST ON THOSE FUNDS WHICH ARE HELD BY THE REPORTING ORGANIZATION ON BEHALF OF CERTAIN DISABLED CHILDREN IN ITS CARE. PART V, LINE 4: SCO HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE SUFFICIENT INCOME TO MEET VARIOUS PROGRAM EXPENSES AND TO EXTEND THE PURSUIT OF SCO'S MISSION IN PERPETUITY. PART X, LINE 2: SCO FOLLOWS THE PROVISIONS OF ASC 740, "INCOME TAXES". UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. SCO DOES NOT BELIEVE THEY HAVE TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. SCO HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. ADDITIONALLY, SCO FILES IRS FORM 990 INFORMATION RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE SO REQUIRED. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, NO INTEREST OR PENALTIES WERE RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. SCO IS SUBJECT TO ROUTINE EXAMINATIONS BY A TAXING AUTHORITY. AS OF JUNE 30, 2024, SCO WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN UNFUNDED PENSION OBLIGATION 5,439,502. REVENUE ATTRIBUTABLE TO CONSOLIDATED ENTITY 8,632,944. LOSS ON ASSET DISPOSAL 232,334. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER EXPENSES RECLASSED FROM PART VIII 742. GAIN ON INTEREST RATE SWAP 149,875. ELIMINATING ENTRIES 2,722,406. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTABLE TO CONSOLIDATED ENTITY 2,846,314. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES 2,722,406. OTHER EXPENSES RECLASSED FROM PART VIII 742. X X X X X X X 1 HEB CONSULTANTS 6204 CHAPPELLE LN MONTGOMERY AL 36117 GRANT WRITING SERVICES 0 0 14000 -14000 CASTKA GRANT CONSULTING 69 OAKWOOD AVENUE BAYPORT NY 11705 GRANT WRITING SERVICES 0 0 20621 -20621 34621 -34621 NY GOLF OUTING 382055 256945 125110 8656 116139 86646 7770 21585 MADONNA HEIGHTS GOLF 185639 149219 36420 5560 26904 19895 8881 2 103215 92090 11125 3422 15598 16250 12612 8876 670909 498254 172655 17638 158641 102896 40277 39342 358794 -186139 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CASTKA GRANT CONSULTING: SCO SHALL PAY CONTRACTOR THE FOLLOWING RATE OF PAYMENT: $2,275 PER MONTH. SCO AGREES TO PAY FOR SERVICES RENDERED UPON SUBMISSION OF INVOICES IN ACCORDANCE WITH THE AGREED TERMS OF THE CONTRACT. HEB CONSULTANTS: SCO SHALL PAY THE CONSULTANT GROUP THE FOLLOWING RATE OF PAYMENT: $4,000 PER MONTH. 1 STIPENDS 495 537464 INTERNSHIP SCHOLARSHIPS 2 3125 PART I, LINE 2: FOR STIPENDS AND INTERNSHIP SCHOLARSHIPS: PROGRAM STAFF REVIEW THE ELIGIBILITY OF RECIPIENTS ON A MONTHLY BASIS. UPON RECEIPT OF THE MONTHLY LIST OF RECIPIENTS, THE FINANCE DEPARTMENT CONFIRMS AVAILABILITY OF FUNDS AND DISTRIBUTES PAYMENT. X X X X X 1 0 0 0 0 0 0 0 0 KEITH LITTLE FORMER PRESIDENT & CEO 93469 0 0 0 345293 0 0 0 164 0 438926 0 0 0 SUZETTE GORDON PRESIDENT & CEO 388784 0 0 0 437 0 8667 0 14537 0 412425 0 0 0 REBECCA LUKEMAN CHIEF HUMAN RESOURCES OFFICER 241165 0 0 0 178 0 7500 0 30781 0 279624 0 0 0 JULIETTE MCKENNA CHIEF DEVELOPMENT OFFICER 227887 0 0 0 1352 0 0 0 42485 0 271724 0 0 0 LISA SAMMON CFO 224178 0 0 0 196 0 8510 0 13518 0 246402 0 0 0 YELITZA SEOANE PSYCHIATRIST 211844 0 0 0 1304 0 8042 0 13303 0 234493 0 0 0 KAREN ABREU-ROSANO CHIEF PROGRAM OFFICER 179155 0 0 0 238 0 9552 0 30177 0 219122 0 0 0 TARA DRENNEN CHIEF INFORMATION OFFICER 216871 0 0 0 231 0 0 0 279 0 217381 0 0 0 DOUG O'DELL COO 193106 0 0 0 0 0 0 0 550 0 193656 0 0 0 JENNIFER OUTLAW FORMER CHIEF PROGRAM OFFICER 174717 0 0 0 305 0 0 0 16860 0 191882 0 0 0 RASHEED FRAZIER CHIEF PROGRAM OFFICER 140553 0 0 0 102 0 5430 0 42361 0 188446 0 0 0 GODFREY ANEKE NURSE PRACTITIONER 165463 0 0 0 0 0 0 0 0 0 165463 0 0 0 PART I, LINE 4A KEITH LITTLE, FORMER PRESIDENT/CEO RECIEVED A SEVERANCE PAYMENT OF $345,000 WHICH WAS INCLUDED IN HIS 2023 FORM W-2. A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2007-06-12 1554500 ACQUISITION AND CONSTRUCTION OF FACILITIES 0 0 0 B DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2018-08-15 11705000 RENOVATION OF FACILITIES 0 0 1 C NASSAU COUNTY LOCAL ECONOMIC ASSISTANCE CORP 274291221 000000000 2021-09-23 8695000 REFUNDING 06/2013, CAPITAL EXPENDITURES 0 0 0 D BUILD NYC RESOURCE CORPORATION 454040561 000000000 2021-09-23 18025000 REFUNDING 06/2013, CAPITAL EXPENDITURES 0 0 0 A 866905 1554500 28546 1525954 2007 0 0 1 1 B 95000 500000 19420 480580 2018 0 0 1 1 C 920000 8695000 1000000 169818 3989155 3536027 1 1 0 1 D 1250000 18025000 353880 790000 5646902 11234218 1 1 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 C 0 1 0 0 1 1 TORONTO-DOMINION BANK 10.000000000000 0 0 0 0 0 D 0 1 0 0 1 1 PEOPLE'S UNITED BANK 20.000000000000 0 0 0 0 0 A 0 B 0 C 0 D 0 A SUFFOLK COUNTY ECONOMIC DEVELOPMENT CORP 273722095 000000000 2021-09-23 7240000 REFUNDING 06/2013, CAPITAL EXPENDITURES 0 0 0 A 690000 7240000 141900 3917249 3180851 1 1 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 1 PEOPLE'S UNITED BANK 20.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S PRESIDENT & CEO AND CFO, AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA ELECTRONIC MAIL WITH AN OPPORTUNITY FOR THEM TO COMMENT OR MAKE INQUIRY BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C UPON HIRE, ALL EMPLOYEES COMPLETE A MANDATORY CORPORATE COMPLIANCE TRAINING AND ARE ASKED TO COMPLETE A CONFLICT OF INTEREST STATEMENT, DISCLOSING ANY POTENTIAL CONFLICTS. ANNUALLY, THE SCO BOARD OF DIRECTORS, SENIOR MANAGEMENT, CLINICAL PERSONNEL, PROGRAM MANAGEMENT AND ADMINISTRATIVE STAFF COMPLETE CORPORATE COMPLIANCE TRAINING AND COMPLETE A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY SCO'S CORPORATE COMPLIANCE DEPARTMENT. POTENTIAL CONFLICTS ARE VETTED THROUGH THE CORPORATE COMPLIANCE DEPARTMENT WITH FEEDBACK FROM SCO'S PRESIDENT & CEO AND THE HUMAN RESOURCES DEPARTMENT. ALL SITUATIONS ARE BROUGHT TO THE AGENCY'S BOARD COMMITTEE WHICH REVIEWS AGENCY RISK AND THOSE SITUATIONS WHICH ARE CONFLICTS ARE ADDRESSED. ALL INFORMATION IS MAINTAINED AND THE CONFLICT OF INTEREST STATEMENT IS MAINTAINED IN THE EMPLOYEE'S PERSONNEL FILE. POTENTIAL CONFLICTS INVOLVING THE PRESIDENT & CEO OR BOARD MEMBERS ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE CONFLICT OF INTEREST POLICY SHALL INCLUDE, AT A MINIMUM, THE FOLLOWING PROVISIONS: (A) PROCEDURES FOR DISCLOSING A CONFLICT OF INTEREST TO THE AUDIT AND COMPLIANCE COMMITTEE; (B) A REQUIREMENT THAT THE PERSON WITH THE CONFLICT OF INTEREST NOT BE PRESENT AT OR PARTICIPATE IN BOARD OR COMMITTEE DELIBERATION OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT; (C) A PROHIBITION AGAINST ANY ATTEMPT BY THE PERSON WITH THE CONFLICT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO SUCH CONFLICT; (D) A REQUIREMENT THAT THE EXISTENCE AND RESOLUTION OF THE CONFLICT BE DOCUMENTED IN THE CORPORATION'S RECORDS, INCLUDING IN THE MINUTES OF ANY MEETING AT WHICH THE CONFLICT WAS DISCUSSED OR VOTED UPON; AND (E) PROCEDURES FOR DISCLOSING, ADDRESSING, AND DOCUMENTING RELATED PARTY TRANSACTIONS IN ACCORDANCE SECTION 715 OF THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING THE PRESIDENT & CEO'S COMPENSATION INCLUDED A COMPREHENSIVE ANALYSIS OF COMPENSATION AMONG COMPARABLE ORGANIZATIONS AS PREPARED BY AN OUTSIDE CONSULTANT DURING FY24. THIS ANALYSIS REFERENCED FORM 990 FILINGS AS WELL AS AN EXECUTIVE COMPENSATION SURVEY CONDUCTED BY A THIRD PARTY WHICH INCLUDED SIMILAR NON-PROFIT ORGANIZATIONS IN THE NEW YORK REGION. THE PEER GROUP OF ORGANIZATIONS WITHIN THE COMPENSATION SURVEY WERE FULLY RESEARCHED AND VETTED THROUGH THE ECONOMIC RESEARCH INSTITUTE (ERI) SALARY DATABASE. THIS DATABASE ASSISTS WITH DETERMINING COMPARABLE AGENCIES BASED UPON NTEE (NATIONAL TAXONOMY OF EXEMPT ENTITIES) CODE AS LISTED ON GUIDESTAR.ORG FOR 990 REPORTING. FOLLOWING A REVIEW OF THIS INFORMATION BY THE BOARD OF DIRECTORS, AN APPROPRIATE COMPENSATION PACKAGE FOR THE PRESIDENT & CEO WAS DETERMINED, APPROVED, AND RECORDED INTO THE BOARD REPORT. COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY THE PRESIDENT & CEO AND APPROVED BY THE CHAIR OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON THE ORGANIZATION'S WEBSITE, THE NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: CHANGE IN UNFUNDED PENSION OBLIGATION 5,439,502. GAIN ON INTEREST RATE SWAP -149,874. ROUNDING 1. LOSS ON ASSET DISPOSAL 232,334. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. SCO FOUNDATION INC 1415 KELLUM PLACE SUITE 140 GARDEN CITY NY 11530 821897404 SUPPORTS THE MISSION OF SCO FAMILY OF SERVICES NY 501(C)(3) LINE 12A, I SCO FAMILY OF SERVICES 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 SCO FOUNDATION INC C 2682844 COST