2022-11-09T07:22:45-06:00 2022-06-30 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2021-07-01 231679102 THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES INC ARCO 6108498076 2289 AVENUE A BETHLEHEM PA 18017 KAREN L SHOEMAKER CHIEF EXECUTIVE OFFICER 6108498076 2022-11-03 1 KAREN SHOEMAKER 999009999 MELISSA A GRUBE CPA P00102173 6104357489 2022-11-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KAREN L SHOEMAKER 2289 AVENUE A BETHLEHEM PA 18017 21304899 0 X WWW.ARCOFLEHIGHNORTHAMPTON.ORG X 1975 PA THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES (THE ARC) CHAMPIONS A LIFE OF INCLUSION, OPPORTUNITY AND EQUITY FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH ADVOCACY, EDUCATION AND SUPPORT. 17 17 849 35 0 0 243585 276811 16825222 20069356 236850 287699 -21885 0 17283772 20633866 0 0 0 0 15376955 17698621 0 0 216317 1639086 1731696 17016041 19430317 267731 1203549 12255370 12174366 1133653 1039441 11121717 11134925 X THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES (THE ARC) CHAMPIONS A LIFE OF INCLUSION, OPPORTUNITY AND EQUITY FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH ADVOCACY, EDUCATION AND SUPPORT. ITS VISION IS THAT ALL PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE VALUED, RESPECTED, AND FULLY INCLUDED MEMBERS OF THEIR COMMUNITY WITH THE RIGHT TO CHOOSE WHERE THEY LIVE, LEARN, WORK, AND PLAY. 0 0 1366000 1171525 SPARC:THE SPARC PROGRAM IS BOTH A COMMUNITY-BASED PROGRAM AND A STATE-LICENSED ADULT TRAINING FACILITY THAT SERVES ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN LEHIGH, NORTHAMPTON AND SURROUNDING COUNTIES. THE SPARC PROGRAM IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PROGRAM PARTICIPANTS TO EXPLORE INTERESTS, DEVELOP SKILLS, AND PARTICIPATE IN THEIR COMMUNITIES IN A SUPPORTIVE, INCLUSIVE ENVIRONMENT. THE SPARC PROGRAM ADDRESSES EACH PERSON'S UNIQUE NEEDS THROUGH A PERSON-CENTERED APPROACH TO HELP PROGRAM PARTICIPANTS DEVELOP DAILY LIVING SKILLS THROUGH COMMUNICATION, SOCIALIZATION, HABILITATION, AND COMMUNITY INTEGRATION.THE SPARC PROGRAM DELIVERS COMMUNITY-BASED COMMUNITY PARTICIPATION SUPPORTS (CPS), WHICH OFFERS PROGRAM ATTENDEES OPPORTUNITIES FOR PERSONAL GROWTH IN INTEGRATED COMMUNITY SETTINGS. THE SPARC PROGRAM ALSO DELIVERS ADULT TRAINING DAY PROGRAM SERVICES, WHICH OFFERS ADULTS WITH IDD A SKILLS TRAINING PROGRAM IN AN ACCESSIBLE ENVIRONMENT WITH ADAPTIVE EQUIPMENT, TO SUPPORT INDIVIDUALS WITH AMBULATION CHALLENGES. 16031602 18840762 AGENCY WITH CHOICE:AGENCY WITH CHOICE (AWC) IS A WAIVER-FUNDED SELF-DIRECTED PERSONAL CARE PROGRAM BASED ON THE PHILOSOPHY OF SELF-DETERMINATION. THE AWC PROGRAM EMPOWERS PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) IN LEHIGH AND NORTHAMPTON COUNTIES TO ENHANCE THE QUALITY OF THEIR LIVES BY PROVIDING INDIVIDUALS WITH THE OPPORTUNITY FOR CHOICE AND CONTROL OVER THEIR SERVICES AND SUPPORTS; THE PROGRAM IS DESIGNED TO ACKNOWLEDGE THAT EACH PERSON BEST KNOWS THEIR OWN NEEDS AND HOW THOSE NEEDS SHOULD BE MET.THE AWC MODEL ALLOWS AN INDIVIDUAL OR THE SURROGATE OF THEIR CHOOSING TO HIRE PERSONS OF THEIR CHOICE TO SUPPORT THEM AS NEEDED WITHIN THE INDIVIDUAL'S HOME AND COMMUNITY. THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES ACTS AS A CO-EMPLOYER FOR PAYROLL, TAXES, AND WORKER'S COMPENSATION PURPOSES, HOWEVER, THE DELIVERY OF PERSONAL CARE SERVICES IS MANAGED AND SUPERVISED BY THE INDIVIDUAL AND/OR THEIR DESIGNATED SURROGATE. 323097 ADVOCACY:THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES IS ONE OF THE FEW AGENCIES THAT PROVIDES FREE RESOURCE COORDINATION, TRAININGS, AND ONE-TO-ONE ADVOCACY SUPPORT FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. THROUGH THESE SERVICES, THE DEPARTMENT CONNECTS WITH AND SUPPORTS INDIVIDUALS, FAMILIES AND COMMUNITY PARTNERS IN THEIR NAVIGATION OF THE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SYSTEMS. THE ADVOCACY DEPARTMENT PROVIDES RESOURCE COORDINATION BY OFFERING DISABILITY-RELATED RESOURCES, REFERRALS, AND TRAININGS ON A WIDE VARIETY OF TOPICS TO INDIVIDUALS, FAMILIES, AND PROFESSIONALS. INDIVIDUALS CAN GAIN INFORMATION THROUGH A COMBINATION OF METHODS, INCLUDING OUR ON-LINE SUBMISSION FORM, INTAKE PHONE LINE, AND DIRECT PHONE/EMAIL TO THE ARC. THE ADVOCACY DEPARTMENT ALSO OFFERS FREE ONE-TO-ONE ADVOCACY SUPPORT BY ASSIGNING A KNOWLEDGEABLE ADVOCATE TO PROVIDE INDIVIDUAL GUIDANCE IN ADDRESSING COMPLEX CHALLENGES. WHILE THE RESOURCE COORDINATION AND TRAININGS MAY BE ACCESSED BY ANY INDIVIDUAL OR GROUP, ONE-TO-ONE ADVOCACY SUPPORT IS ONLY AVAILABLE TO ELIGIBLE INDIVIDUALS WITH A DIAGNOSIS OF AN INTELLECTUAL AND/OR DEVELOPMENT DISABILITY (IDD) AND WHO ARE BASED IN LEHIGH OR NORTHAMPTON COUNTIES. 52842 57069 FAMILY-DRIVEN/FAMILY SUPPORT SERVICES: THE FAMILY DRIVEN/FAMILY SUPPORT SERVICES (FD/FSS) PROGRAM EMPOWERS PEOPLE AND ENHANCES THE QUALITY OF LIFE FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. THE FD/FSS PROGRAM IS AN INDIRECT REIMBURSEMENT OR DIRECT PAY SERVICE FOR ELIGIBLE FAMILIES FUNDED AND REGULATED BY THE PENNSYLVANIA DEPARTMENT OF HUMAN SERVICES. THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES (THE ARC) ASSISTS IN SUPPORTING THE FD/FSS PROGRAM FOR ELIGIBLE FAMILIES IN LEHIGH AND NORTHAMPTON COUNTIES. THE SCOPE OF THIS SUPPORT VARIES DEPENDING ON THE COUNTY OF RESIDENCE FOR THE FAMILY. THE ARC EMPLOYS AN FD/FSS COORDINATOR FOR LEHIGH COUNTY WHO CAN HELP FAMILIES COORDINATE THEIR APPLICATIONS AND BETTER UNDERSTAND HOW THE PROGRAM OPERATES TO USE THEIR ALLOCATIONS. THE ARC ALSO PUBLISHES A BIMONTHLY NEWSLETTER FOR STAKEHOLDERS IN BOTH LEHIGH AND NORTHAMPTON COUNTIES. 52842 57069 17773541 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 849 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KAREN L SHOEMAKER 6108498076 2289 AVENUE A BETHLEHEM PA 18017 MIKE BRUCKNER IMM. PAST PRESIDENT 5.00 X X 0 0 0 MATTHEW MCCONNELL PRESIDENT 5.00 X X 0 0 0 JOSEPH MASTRIANI SECRETARY 5.00 X X 0 0 0 GEORGE LEWIS VICE PRESIDENT 5.00 X X 0 0 0 JOE CARCIONE DIRECTOR 5.00 X 0 0 0 JOHN ANDRONIS DIRECTOR 5.00 X 0 0 0 PAUL EICHMAN TREASURER 5.00 X X 0 0 0 ALVIE FENNELL DIRECTOR 5.00 X 0 0 0 MICHELLE HIRSCH DIRECTOR 5.00 X 0 0 0 MARY CULSHAW DIRECTOR 5.00 X 0 0 0 MARY JO MCNULTY MEMBER AT LARGE 5.00 X 0 0 0 SHERI LEO DIRECTOR 5.00 X 0 0 0 DIANA TIRENDI DIRECTOR 5.00 X 0 0 0 ED EASTERLY ESQ DIRECTOR 5.00 X 0 0 0 CARRY GERBER DIRECTOR 5.00 X 0 0 0 KATIE WEBER DIRECTOR 5.00 X 0 0 0 STEPHANIE MAKAR WELLS DIRECTOR 5.00 X 0 0 0 KAREN SHOEMAKER CEO 40.00 X 127742 0 1007 ERIK MCFALL FORMER CFO 40.00 X 10669 0 0 ROBERT FITZPATRICK CFO 40.00 X 0 0 0 138411 0 1007 1 0 0 0 0 361 93282 183168 276811 LEHIGH & NORTHAMPTON 624100 19977941 19977941 CARBON 624100 55014 55014 PARTICIPANT FEES 624100 25516 25516 BUCKS 624100 10885 10885 20069356 85808 85808 824804 6200 629113 0 195691 6200 201891 201891 41920 93282 41920 0 20633866 20069356 0 287699 179623 179623 15608427 14789779 655156 163492 552452 473103 69979 9370 1358119 1283200 62518 12401 231627 121973 108400 1254 273332 125177 136122 12033 252937 200622 45159 7156 5439 670 3905 864 48399 34787 9054 4558 30192 30192 134266 43766 90500 223019 208270 12315 2434 REIMBURSEMENTS 419132 419132 TRANSPORTATION 67433 67433 MISCELLANEOUS 34160 31774 2386 PERSONAL HYGIENE & PHYS 9809 5629 4007 173 1951 1755 196 19430317 17773541 1440459 216317 1593489 2774399 276390 276528 2365524 1926557 151575 171322 2016846 793913 895754 1222933 6972638 5802627 12255370 12174366 1133653 1039441 1133653 1039441 X 11069662 11122629 52055 12296 11121717 11134925 12255370 12174366 1203549 -1190341 0 X X 0 1 X 1 0 X 13699100 14622629 16067954 16978705 20227369 81595757 13699100 14622629 16067954 16978705 20227369 81595757 81595757 75666 100637 102842 77191 85808 442144 70587 75861 44656 100161 135202 426467 82464368 517706 0.98950 0.98900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6472638 -899749 260712 5312177 5170574 1302064 6472638 5108348 283726 221500 5170574 4491156 508466 308726 200000 5108348 4082553 300000 288603 180000 4491156 1.00000 0 0 2016846 793913 1222933 1222933 MUTUAL FUNDS-QUASI ENDOWMENT 5802627 F 5802627 X 19443525 -1190341 -1190341 20633866 0 20633866 19430317 0 19430317 0 19430317 PART V, LINE 4: SUPPORT THE OPERATIONS OF THE ORGANIZATION PART X, LINE 2: THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEAR 2022 AND 2021. THE ORGANIZATION FILES IRS FORM 990 WITH THE UNITED STATES INTERNAL REVENUE SERVICE. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2019. GOLF TOURNAMENT 53179 35975 17204 1746 5935 5100 4422 ONE STEP FORWARD 69405 46537 22868 3275 7412 2786 9396 1 12618 10770 1848 1848 135202 93282 41920 5021 13347 7886 15666 41920 0 SHERI LEO SENIOR VICE PRESIDENT FOR FULTON FINANCIAL ADVISORS AND ARC BOARD MEMBER. 0 FORM 990 PART III LINE 1 THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES (THE ARC) WAS STARTED IN 1967 BY A GROUP OF CONCERNED LOCAL FAMILIES WHO SOUGHT NEW OPPORTUNITIES FOR THEIR CHILDREN TO LEAD SUPPORTED, FULFILLING, ENGAGED, INCLUSIVE LIVES AS ACTIVE MEMBERS OF OUR COMMUNITIES. AT THAT TIME, LITTLE WAS KNOWN ABOUT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THERE WAS VIRTUALLY NO SUPPORT OR PROGRAMS TO SERVE PEOPLE WITH DISABILITIES AND THEIR FAMILIES IN THEIR COMMUNITIES. THE ARC'S FOUNDING FAMILIES WERE DETERMINED TO ADVOCATE FOR THEIR CHILDREN AND HELP THEM ACHIEVE THEIR LIFE'S GOALS AS FULLY INCLUDED MEMBERS OF THEIR COMMUNITIES. THESE FOUNDING FAMILIES WERE RESOLUTELY FOCUSED ON HELPING THEIR CHILDREN CONTINUE TO LEARN AND GROW, AND SOON BEGAN GATHERING IN A CHURCH BASEMENT TO PROVIDE SERVICES IN SUPPORT OF THEIR LOVED ONES' CONTINUED DEVELOPMENT AND WELL-BEING. THROUGH THEIR WORK, THE ARC SUPPORTS MORE THAN 1,500 LOCAL INDIVIDUALS WITH IDD AND FAMILIES EACH YEAR THROUGH THEIR SERVICES AND REACHES AN ADDITIONAL 3,500 PEOPLE IN THE COMMUNITY THROUGH OTHER EDUCATIONAL PROGRAMMING. THE ARC PROVIDES A VARIETY OF QUALITY PROGRAMS AND SERVICES TO ASSIST INDIVIDUALS WITH IDD AND THEIR FAMILIES TO LIVE FULL AND PRODUCTIVE LIVES IN THEIR COMMUNITY. THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES IS AFFILIATED WITH THE ARC OF PENNSYLVANIA, THE ARC OF THE UNITED STATES AND LOCAL CHAPTERS OF THE ARC ACROSS PENNSYLVANIA AND THE UNITED STATES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY BOARD MEMBERS AT THE BOARD MEETING FOLLOWING PREPARATION. BOARD MEMBERS RECEIVE A COPY OF FORM 990 VIA EMAIL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON OR BEFORE ELECTION, HIRING OR APPOINTMENT, A FULL, WRITTEN DISCLOSURE OF INTERESTS, RELATIONSHIPS, AND HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST WILL BE SIGNED. IN THE COURSE OF MEETINGS OR ACTIVITIES, DISCLOSURE WILL BE MADE OF ANY INTERESTS IN A TRANSACTION OR DECISION WHERE BUSINESS OR OTHER NONPROFIT AFFILIATIONS, FAMILY, EMPLOYER AND/OR CLOSE ASSOCIATES WILL RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, IT IS UNDERSTOOD THAT SUCH DISCLOSURE WILL PRECLUDE PARTICIPATION IN DISCUSSION AND VOTING ON THE QUESTION. FORM 990, PART VI, SECTION B, LINE 15 BOARD REVIEWED SALARY REPORTS AND INFORMATION FROM OTHER NON-PROFIT 990'S FOR COMPARISON PRIOR TO SALARY ASSIGNMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ON-SITE UPON REQUEST. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.