2025-04-28T15:41:11-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-07-01 112416320 BLOCK INSTITUTE INC BLOC 7189065440 376 BAY 44TH STREET BROOKLYN NY 11214 SCOTT L BARKIN PHD EXECUTIVE DIRECTOR 7189065440 2025-04-20 1 1 PATRICK YU CPA P00675982 2126976900 2025-04-20 2023 2025-03-06 01:10:19Z SCOTT L BARKIN PHD 376 BAY 44TH STREET BROOKLYN NY 11214 24338075 0 X WWW.BLOCKINSTITUTE.ORG X 1977 NY TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH OUR VAST ARRAY OF INDIVIDUALIZED SERVICES. 8 8 334 8 0 0 965822 457107 22778280 23690370 543872 190598 0 0 24287974 24338075 0 0 0 0 15157080 15589814 0 0 0 7198030 9723180 22355110 25312994 1932864 -974919 22200080 14628255 11531282 4934376 10668798 9693879 X THE BLOCK INSTITUTE, INC. IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE, PRIMARILY THE DEVELOPMENTALLY DISABLED AND THEIR FAMILIES. THROUGH OUR VAST EXPERIENCE, THE AGENCY PROVIDES UNIQUE AND INDIVIDUALIZED SERVICES. THE STRONG PARTNERSHIP BETWEEN OUR STAFF AND THE COMMUNITY ENABLES EACH PERSON TO ACHIEVE GREATER INDEPENDENCE AND INTEGRATION. WE BELIEVE IN THE PROTECTION OF EVERY PERSONS CIVIL RIGHTS, INCLUDING THE RIGHT TO ADVOCATE FOR ONESELF AND OTHERS. THE AGENCY IS COMMITTED TO COMMUNITY AWARENESS, SENSITIVITY, AND ACCEPTANCE OF INDIVIDUALS WITH DISABILITIES. 0 0 15186865 17358613 RESIDENTIAL SERVICES - PROVIDED QUALITY RESIDENTIAL CARE IN A FAMILY-LIKE SETTING TO 204 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THROUGH OUR COMMUNITY RESIDENCES, INTERMEDIATE CARE FACILITIES, AND INDIVIDUAL RESIDENTIAL ALTERNATIVES OUR CONSUMERS RECEIVED UNIQUE AND INDIVIDUALIZED SERVICES, WHICH ASSISTED EACH PERSON IN ACHIEVING GREATER INDEPENDENCE AND INTEGRATION WITHIN THE COMMUNITY. 5677129 6218012 ADULT DAY PROGRAMS - THROUGH ITS DAY TREATMENT AND DAY HABILITATION PROGRAMS, BLOCK INSTITUTE ASSISTED 144 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES INCREASE THEIR LIFE SKILLS, INDEPENDENCE, INDIVIDUALITY, PRODUCTIVITY, AND COMMUNITY INCLUSION BY UTILIZING A WIDE ARRAY OF COMMUNITY RESOURCES INCLUDING VOLUNTEERING AND RECREATIONAL ACTIVITIES. 1795718 113745 THE ORGANIZATION PROVIDED 1,775 UNITS OF SERVICE IN ITS ARTICLE 16 CLINIC TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, INCLUDING OCCUPATIONAL, PHYSICAL, PSYCHOLOGICAL, AND SPEECH THERAPY SESSIONS AND EVALUATIONS. 22659712 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 14 0 334 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHRISTINE JOSEPH DIRECTOR OF FINANCE 7189065463 376 BAY 44TH STREET BROOKLYN NY 11214 JILL ZELENKO CPA PRESIDENT 1.00 3.10 X X 0 0 0 STEVEN FRIEDMAN VICE PRESIDENT 1.00 3.10 X X 0 0 0 JAY GREENBAUM TREASURER 1.00 3.10 X X 0 0 0 ANDREA ALGAZE SECRETARY 1.00 3.10 X X 0 0 0 DAVID WOLFSON BOARD MEMBER 1.00 3.10 X 0 0 0 KATELYNN TIMMERMANS BOARD MEMBER 1.00 3.10 X 0 0 0 SUSAN FEINSTEIN BOARD MEMBER 1.00 3.10 X 0 0 0 MAMIE STATHATOS-FULGIERI BOARD MEMBER 1.00 3.10 X 0 0 0 SCOTT BARKIN PHD EXECUTIVE DIRECTOR 27.10 7.90 X 362972 105621 0 MARC NAGELBERG CFO ( TO 04/05/2024) 27.10 7.90 X 178009 51799 0 AMARIS ORTIZ DIRECTOR OF OPERATIONS 35.00 0.00 X 169231 0 0 JINS ALUMOOTTIL DIRECTOR OF IT 27.10 7.90 X 109650 31907 0 CHRISTINE M JOSEPH DIRECTOR OF FINANCE 27.10 7.90 X 98314 28608 0 VINCENT CIARDULLO DSP 35.00 0.00 X 125108 0 0 LEA COLON DOG HANDLER 17.50 17.50 X 61802 61802 0 1105086 279737 0 15 0 1 0 INTERAGENCY TRANSPORTATION SOLUTIONS 150 WEST 30 STREET NEW YORK NY 10001 TRANSPORTATION SERVICES 904425 RCM TECHNOLOGIES INC 575 EIGHTH AVENUE 6TH FLOOR NEW YORK NY 10018 STAFFING SERVICES 531278 ACCESS STAFFING LLC 1428 WEST BELMONT AVE CHICAGO IL 60657 STAFFING SERVICES 425821 OPTIMIZED INDEPENDENCE OT PLLC 78 REED DR ROSLYN NY 11576 OCCUPATIONAL SERVICES 218658 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD STE 2200 NEW YORK NY 10001 AUDIT & TAX SERVICES 197136 7 450524 6583 457107 PROGRAM SERVICE FEES 611600 23690370 23690370 23690370 112865 112865 77733 0 77733 77733 77733 24338075 23690370 0 190598 540411 540411 11201617 10262713 938904 2855863 2574936 280927 991923 889578 102345 127108 127108 118320 118320 2284142 2234571 49571 658447 454248 204199 1875887 1839023 36864 1650926 1644718 6208 20225 19030 1195 283231 257601 25630 371764 320758 51006 REPAIRS & MAINTENANCE 673322 611065 62257 FACILITY ASSESSMENT FEE 404189 404189 FOOD 369153 369153 CLEANING SUPPLIES 346729 332724 14005 539737 445405 94332 25312994 22659712 2653282 0 100847 30089 17437550 1942719 48280 0 1704302 1837077 181503 52173 8565800 6433386 1509530 2132414 1218068 8633783 22200080 14628255 2786643 2896474 188144 203948 8556495 1833954 11531282 4934376 X 10668798 9693879 10668798 9693879 22200080 14628255 -974919 0 X 0 1 X 1 0 X 2785784 12206931 965822 457107 16415644 25729107 21590474 21640267 22778280 23690370 115428498 25729107 24376258 33847198 23744102 24147477 131844142 0 0 0 131844142 288470 59011 26758 544800 112865 1031904 288470 59011 26758 544800 112865 1031904 204679 497120 92352 794151 26222256 24932389 33966308 24288902 24260342 133670197 0.98630 0.98550 0.00770 0.00840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 204,679. 2020 AMOUNT: $ 6,902. 2021 AMOUNT: $ 2,352. LEASE AGREEMENT TERMINATION - 2020 AMOUNT: $ 490,218. ARKER/EDGEMERE INCOME - 2021 AMOUNT: $ 90,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 577093 577093 6225986 4808706 1417280 1162205 1162205 0 600516 462475 138041 2132414 SECURITY DEPOSITS 16909 CONSUMER FUNDS 203948 RIGHT OF USE ASSETS, FINANCE LEASES 457351 RIGHT OF USE ASSETS, OPERATING LEASES 900945 DUE FROM AFFILIATES 7054630 8633783 OPERATING LEASE LIABILTIES 916003 FINANCE LEASES PAYABLE 392461 DUE TO GOVERNMENT AGENCIES 525490 1833954 X 25465130 1127055 1127055 24338075 0 24338075 26440049 1127055 1127055 25312994 0 25312994 PART IV, LINE 2B: THE INSTITUTE MAINTAINS CUSTODIAL CASH ACCOUNTS FOR FUNDS WHICH BELONG TO THE RESIDENTIAL PROGRAM PARTICIPANTS. THE TOTAL CUSTODIAN FUNDS HELD AT JUNE 30, 2024 WAS $203,948. PART X, LINE 2: THE INSTITUTE FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE INSTITUTE DOES NOT BELIEVE THEY HAVE TAKEN ANY UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE INSTITUTE HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. ADDITIONALLY, THE INSTITUTE HAS FILED IRS FORM 990 INFORMATION RETURNS AS REQUIRED AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE SO REQUIRED. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES. X X X X X 0 0 0 0 0 0 0 0 0 SCOTT BARKIN PHD EXECUTIVE DIRECTOR 348376 101374 0 0 14596 4247 0 0 0 0 362972 105621 0 0 MARC NAGELBERG CFO ( TO 04/05/2024) 178009 51799 0 0 0 0 0 0 0 0 178009 51799 0 0 AMARIS ORTIZ DIRECTOR OF OPERATIONS 169231 0 0 0 0 0 0 0 0 0 169231 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR. THEN IT IS REVIEWED BY THE FINANCE COMMITTEE, WHICH IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS AND SUBMITTED TO THE FULL BOARD, PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, INDEPENDENT CONTRACTORS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND SEEK GUIDANCE ON HOW TO HANDLE THE SITUATION. AN EMPLOYEE, CONSULTANT OR BOARD MEMBER WITH QUESTIONS OR CONCERNS ABOUT POTENTIAL CONFLICTS OF INTEREST WILL PROMPTLY ADDRESS THE ISSUE WITH APPROPRIATE MANAGEMENT STAFF AND/OR THE COMPLIANCE OFFICER. MANAGEMENT STAFF WILL CONSULT WITH THE COMPLIANCE OFFICER BEFORE RESPONDING TO A CONCERN OR QUESTION ABOUT A POTENTIAL CONFLICT OF INTEREST. THE COMPLIANCE OFFICER WILL INVESTIGATE ANY VIOLATIONS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE REPORTING ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER OFFICERS OF THE REPORTING ORGANIZATION ARE COMPENSATED EXCLUSIVELY BY BLOCK INSTITUTE SCHOOL, A RELATED 501(C)(3) ORGANIZATION. THE SCHOOL USES INDUSTRY SALARY SURVEYS AND COMPENSATION REVIEWS TO DETERMINE THE APPROPRIATE COMPENSATION OF THE CEO AND TOP MANAGEMENT POSITIONS. THE BOARD APPROVES THE COMPENSATION PACKAGE OF THE CEO/EXECUTIVE DIRECTOR. GUIDANCE IS ALSO OBTAINED FROM INDEPENDENT CONSULTANTS AND AUDITORS WITHIN THE INDUSTRY. THIS PROCESS WAS LAST PERFORMED IN 2023 AND DOCUMENTED IN THE MINUTES TO THE BOARD MEETING. SALARY SURVEYS ARE ALSO FILED IN THE PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BLOCK INSTITUTE SCHOOL 376 BAY 44TH STREET BROOKLYN NY 11214 112338345 EDUCATION NY 501(C)(3) LINE 2 BLOCK INSTITUTE INC 1 BROOKLYN COMM MENTAL RETARDATION SVCS 376 BAY 44TH STREET BROOKLYN NY 11214 237228620 REAL PROPERTY FOR USE BY ITS AFFILIATED ENTITIES. NY 501(C)(3) LINE 10 BLOCK INSTITUTE INC 1 BROOKLYN HEBREW SCHOOL FOR RETARDED CHILDREN 376 BAY 44TH STREET BROOKLYN NY 11214 112024791 SERVICE PROVIDER NY 501(C)(3) LINE 10 BLOCK INSTITUTE INC 1 BLOCK INSTITUTE FOUNDATION INC 376 BAY 44TH STREET BROOKLYN NY 11214 112431200 TO SUPPORT THE ACTIVITIES OF BLOCK INSTITUTE, INC. & BLOCK INSTITUTE SCHOOL NY 501(C)(3) LINE 12A, I BLOCK INSTITUTE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0