2021-04-22T12:33:24-05:00 2020-06-30 113266576 GRASSI & CO CPA'S PC 488 MADISON AVENUE 21ST FLOOR NEW YORK NY 10022 990 2019-07-01 132573827 THE INSTITUTES OF APPLIED HUMAN DYNAMICS INST 9142204300 32 WARREN AVENUE TARRYTOWN NY 10591 OMAYRA ANDINO CEO 9142204300 2021-04-22 1 DAVID ROTTKAMP P01303468 2126616166 2019 2022-09-23 18:48:47Z OMAYRA ANDINO 32 WARREN AVENUE TARRYTOWN NY 10591 61367550 0 X WWW.IAHDNY.ORG X 1957 NY THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC.'S (IAHD) MISSION IS TOPROVIDE CREATIVE AND RESPONSIVE PROGRAMS AND SERVICES TO INDIVIDUALSWITH DEVELOPMENTAL DISABILITIES FOR THE PURPOSE OF PROMOTING OPTIMALFUNCTION AND SLOWING REGRESSION. 15 12 986 15 0 0 413607 181678 59859573 61108295 19098 31766 121003 904 60413281 61322643 0 0 0 0 41631705 43714259 0 0 210910 18005638 16797188 59637343 60511447 775938 811196 28503249 27923598 19133605 17908906 9369644 10014692 X SEE SCHEDULE OIAHD EXISTS TO PROVIDE SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THE AGENCY IS COMMITTED TO PROVIDING OPPORTUNITIES FOR SELF-ACTUALIZATION AND GROWTH REGARDLESS OF THE EXTENT OF THE DISABILITY. OUR MISSION IS TO PROVIDE CREATIVE AND RESPONSIVE PROGRAMS AND SERVICES FOR THE PURPOSE OF PROMOTING OPTIMAL FUNCTION AND SLOWING REGRESSION. WE ARE FULLY COMMITTED TO ENSURING THAT THE INDIVIDUALS WE SUPPORT HAVE OPPORTUNITIES TO EXPERIENCE INCLUSION AND INTEGRATION IN THE COMMUNITY IN WHICH THEY LIVE, LEARN AND WORK. WE ARE ALSO FULLY COMMITTED TO PROVIDING SUPPORTS TO INDIVIDUALS AND FAMILIES TO HELP THEM ACHIEVE A QUALITY OF LIFE IN A PREFERRED ENVIRONMENT THAT REFLECTS THEIR CHOICES AND PREFERENCES. 0 0 36156382 39508462 RESIDENTIAL SERVICES- SEE SCHEDULE ORESIDENTIAL SERVICES: IAHD PROVIDES RESIDENTIAL SERVICES TO INDIVIDUALS WHO HAVE SIGNIFICANT DEVELOPMENTAL DISABILITIES. IAHD'S RESIDENCES PROVIDE SUPPORTS TO PEOPLE, INCLUDING NURSING ASSISTANCE, HELP WITH DAILY LIVING SKILLS, SUCH AS DRESSING AND EATING, AND ASSISTANCE TO ACCESS RECREATIONAL AND OTHER ASPECTS OF COMMUNITY LIFE. MOST RESIDENCES PROVIDE 24 HOUR STAFFING, BUT STAFFING RATIOS ARE ADJUSTED FOR THOSE INDIVIDUALS WHO ARE MORE INDEPENDENT IN THEIR DAILY ACTIVITIES. IAHD HAS REPONDED TO COMMUNITY NEEDS BY DEVELOPING NEW HOUSES, ESPECIALLY FOR TEENAGERS WITH DEVELOPMENTAL DISABILITIES. IAHD HAS ATTEMPTED TO CREATE A DYNAMIC FLOW THROUGH ITS RESIDENTIAL SYSTEM FOR INDIVIDUALS WHOSE DEVELOPING SKILLS ALLOW THEM TO MORE ACTIVELY PARTICIPATE IN COMMUNITY LIFE, AS WELL AS FOR THOSE INDIVIDUALS WHOSE AGING AND HEALTH NEEDS REQUIRE MORE CARE AND OVERSIGHT. 17111120 20568327 DAY HABILITATION SERVICES- SEE SCHEDULE ODAY HABILITATION SERVICES: IAHD PROVIDES DAY HABILITATION SERVICES TO INDIVIDUALS WITH SIGNIFICANT CHALLENGES IN ALL AREAS OF FUNCTION, INCLUDING COGNITION, COMMUNICATION, BEHAVIOR AND ADAPTIVE LIVING SKILLS. IAHD'S DAY HABILITATION PROGRAMS SERVE A LARGE GEOGRAPHICAL AREA IN THE BRONX AND WESTCHESTER. TRAINED PROFESSIONALS WORK WITH FAMILIES, STAFF AND FRIENDS TO DEVELOP INDIVIDUAL SERVICE PLANS FOR THE INDIVIDUALS IN THE PROGRAM, TO DETERMINE WHAT OUTCOMES THEY WANT TO ACHIEVE DURING THEIR DAY HABILITATION PROGRAM, AND TO ESTABLISH THE ACTIVITIES THAT WILL BEST ASSIST THEM TO ACHIEVE THESE OUTCOMES. INDIVIDUALS ARE GIVEN CHOICES AS TO THE ACTIVITIES THEY PREFER TO PARTICIPATE IN, SUCH AS ART, MUSIC, FITNESS AND COMPUTER USAGE, AND WHILE THEY PARTICIPATE IN THESE ACTIVITIES, THEY RECEIVE TRAINING IN MANY SKILL AREAS. INVOLVEMENT IN COMMUNITY LIFE IS AN ESSENTIAL PART OF THE DAY HABILITATION PROGRAM, AND INDIVIDUALS RECEIVE TRAINING IN HOW TO PARTICIPATE IN COMMUNITY ACTIVITIES IN AN APPROPRIATE MANNER. 1405016 797818 PREVOCATIONAL WORK READINESS SERVICES- SEE SCHEDULE OPREVOCATIONAL WORK READINESS SERVICES: IAHD PROVIDES PREVOCATIONAL SERVICES TO INDIVIDUALS WITH SIGNIFICANT CHALLENGES IN ALL AREAS OF FUNCTION, INCLUDING COGNITION, COMMUNICATION, BEHAVIOR AND ADAPTIVE LIVING SKILLS. TRAINED PROFESSIONALS WORK WITH FAMILIES, STAFF AND FRIENDS TO DEVELOP INDIVIDUAL SERVICE PLANS FOR THE INDIVIDUALS IN THE PROGRAM, TO DETERMINE WHAT KIND OF WORK THE INDIVIDUAL COULD PREFORM. THE STAFF WORKS WITH THE INDIVIDUAL TO TRAIN THEM IN THEIR SELECTED FIELD. THEY WORK ON TRAVELING SKILLS, WORKING WITH OTHER EMPLOYEE AND CUSTOMERS. 378016 233688 COMM HAB R: IAHD PROVIDES COMMUNITY HABILITATION IN A CERTIFIED RESIDENCE TO INDIVIDUALS DURING THE PANDEMIC BY PROVIDING TRAINED PROFESSIONALS TO WORK WITH INDIVIDUALS TO ENHANCE COMMUNITY INTEGRATION, INCLUDING ADAPTIVE SKILLS, SOCIALS SKILLS, MONEY MANAGEMENT AND OTHERS.RESPITE : IAHD PROVIDES SITE BASED RESPITE SERVICE FOR DEVELOPMENTALLY DISABLED INDIVIDUALS TO ALLOW THEIR FAMILIES TO TAKE TIME FOR THEMSELVES WHILE THE INDIVIDUAL RECEIVES PROFESSIONAL AND SUPERVISED SUPPORT. 378016 233688 55050534 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 27 0 986 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ANYELINE SANTOS 9142204319 32 WARREN AVENUE TARRYTOWN NY 10591 MARY K ST MARK CHAIRPERSON 3.00 X X 0 0 0 JEFFEY WINIK VICE CHAIRPERSON 2.00 8.00 X X 0 0 0 MATTHEW KIAMIE 2ND VICE CHAIRPERSON 2.00 X X 0 0 0 PADRAIC REYNOLDS TREASURER 2.00 X X 0 0 0 PATRICIA SCHUCKLE SECRETARY 1.00 X X 0 0 0 ANNA MAE VENER-CANAVAN FAMILY ADVOCATE 1.00 X 0 0 0 ELAINE JONES BOARD MEMBER 1.00 X 0 0 0 HOWARD ROSENZWEIG BOARD MEMBER 1.00 8.00 X 0 0 0 IRIS COLEMAN BOARD MEMBER 1.00 X 0 0 0 JEFFERY DI NAPOLI BOARD MEMBER 1.00 X 0 0 0 JEREMY KRANTZ BOARD MEMBER 1.00 X 0 0 0 MICHAEL AGOVINO BOARD MEMBER 1.00 8.00 X 0 0 0 MICHAEL WINIK BOARD MEMBER 1.00 X 0 0 0 MIKE REYNOLDS BOARD MEMBER 1.00 X 0 0 0 PAUL KIM BOARD MEMBER 1.00 X 0 0 0 OMAYRA ANDINO CEO 40.00 X 244111 0 18729 MICHAEL MAZZOCCO CFO 40.00 X 121815 0 0 KERRY ANN MURRAY CHIEF COMPLIANCE OFFICER 40.00 X 173518 0 24056 MARY GRACE GIULIANO COO (STARTED 8/15/19) 40.00 X 67638 0 8934 CARA LEVY DIRECTOR OF SPEECH THERAPY 40.00 X 161237 0 23542 BRUCE STERN DIRECTOR OF HUMNA RESOURCES 40.00 X 160199 0 23500 PAULETTE MAPP DIRECTOR OF RESIDENTIAL 40.00 X 155789 0 15258 VINCENT ST MARK DIRECTOR OF WORKFORCE DEVELOPMENT 40.00 X 132288 0 22432 JUAN PENA DIRECTOR OF IT 40.00 X 130030 0 22293 STANLEY SILVERSTEIN CEO (ENDED 6/30/19) 40.00 X 267122 0 0 1613747 0 158744 19 1 1 0 GRASSI & CO CPAS PC 488 MADISON AVENUE NEW YORK NY 10022 ACCOUNTING SERVICES 211940 MORGAN & LEWIS & BOCKIUS LLP 101 PARK AVENUE NEW YORK NY 10178 LEGAL SERVICES 169187 2 137697 43981 181678 RESIDENTIAL SERVICES 624100 39508462 39508462 DAY HABILITATION 624310 20568327 20568327 PREVOCATIONAL SERVICES 624100 797818 797818 RESPITE SERVICES 624100 208318 208318 SELF DIRECTION 624100 25370 25370 61108295 20521 20521 11245 0 11245 11245 11245 38026 137697 44907 -6881 -6881 MISCELLANEOUS 900099 7785 7785 7785 61322643 61108295 0 32670 907494 907494 30640458 29048942 1480137 111379 1448486 1345386 98563 4537 6697777 6210461 466373 20943 4020044 3691046 316551 12447 90757 90757 129142 129142 553300 330883 205293 17124 1316742 1228910 83656 4176 3106778 2508319 598459 3837910 3823190 14676 44 140315 68027 71169 1119 1734228 1593010 141212 6 1161208 908066 253142 REPAIRS & MAINTENANCE 1931940 1672193 254602 5145 FOOD 627210 604666 15563 6981 BAD DEBT 604288 604288 NYS HEALTH FACILITY 598688 598688 964682 814459 123214 27009 60511447 55050534 5250003 210910 11166 11749 3576736 3426167 5786755 7920597 777818 433569 39123943 23549177 16108961 15574766 843265 0 1398548 556750 28503249 27923598 9767991 7882781 551371 857697 8324673 8040847 153526 36516 336044 1091065 19133605 17908906 X 9347944 10014692 21700 0 9369644 10014692 28503249 27923598 X 811196 -166148 X X 0 1 X 1 0 X 126071 167310 250361 413607 181678 1139027 48226155 53900409 57058708 59859573 61108295 280153140 48352226 54067719 57309069 60273180 61289973 281292167 0 0 0 281292167 145398 140911 6358 4098 20521 317286 145398 140911 6358 4098 20521 317286 100257 128525 69536 121003 7785 427106 48597881 54337155 57384963 60398281 61318279 282036559 0.99740 0.99700 0.00110 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2641883 2641883 17186387 8710751 8475636 13138827 9642145 3496682 6156846 5196281 960565 15574766 DUE TO GOVERNMENTAL AGENCIES 1091065 1091065 X PART IV, LINE 2B: IAHD HOLDS CUSTODIAL FUNDS ON BEHALF OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. PART X, LINE 2: IAHD APPLIES THE PROVISIONS PERTAINING TO UNCERTAIN TAX PROVISIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. IAHD IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. IAHD BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2017. HONORING OUR HEROS (VIRTUAL EVENT) 72401 72401 4733 7271 CORPORATE BREAKFAST 56288 18262 38026 192 6750 5370 5949 1 47034 47034 1079 35 5350 8178 175723 137697 38026 1271 6785 15453 21398 44907 -6881 X X X X X 0 1 0 0 0 0 0 0 0 OMAYRA ANDINO CEO 235111 0 0 0 9000 0 9795 0 8934 0 262840 0 0 0 KERRY ANN MURRAY CHIEF COMPLIANCE OFFICER 164518 0 0 0 9000 0 7025 0 17031 0 197574 0 0 0 CARA LEVY DIRECTOR OF SPEECH THERAPY 152237 0 0 0 9000 0 6511 0 17031 0 184779 0 0 0 BRUCE STERN DIRECTOR OF HUMNA RESOURCES 151199 0 0 0 9000 0 6469 0 17031 0 183699 0 0 0 PAULETTE MAPP DIRECTOR OF RESIDENTIAL 146789 0 0 0 9000 0 6324 0 8934 0 171047 0 0 0 VINCENT ST MARK DIRECTOR OF WORKFORCE DEVELOPMENT 123288 0 0 0 9000 0 5401 0 17031 0 154720 0 0 0 JUAN PENA DIRECTOR OF IT 120684 0 0 0 9346 0 5262 0 17031 0 152323 0 0 0 STANLEY SILVERSTEIN CEO (ENDED 6/30/19) 261584 0 0 0 5538 0 0 0 0 0 267122 0 0 0 PART I, LINE 4B INCLUDED IN RETIREMENT AND OTHER DEFERRED COMPENSATION IS A 462,622 DISTRIBUTION TO STANLEY SIVERSTEIN FROM A NON QUALIFIED IRC 457 DEFERRRED COMPENSATION PLAN. VINCENT ST MARK FAMILY MEMBER OF BOARD PRESIDENT 135032 EMPLOYMENT 0 HOWARD ROSENZWEIG BOARD MEMBER 207254 JANITORIAL 0 MICHAEL AGOVINO BOARD MEMBER 42702 PHARMACY/ MEDICAL SUPPLIES 0 GLORIA TAVERAS FAMILY MEMBER OF BOD MEMBER 76641 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: HOWARD ROSENZWEIG (D) DESCRIPTION OF TRANSACTION: JANITORIAL PRODUCTS FORM 990, PART VI, SECTION A, LINE 2 THREE BOARD MEMBERS HAVE A FAMILY RELATIONSHIP WITH THREE OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AFTER WHICH IT IS DISTRIBUTED TO EACH BOARD MEMBER FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST POLICY STATMENT ON AN ANNUAL BASIS. THE CHIEF EXECUTIVE OFFICER REVIEWS ALL STATEMENTS AND ANY POTENTIAL CONFLICTS ARE PRESENTED TO THE BOARD. IF A CONFLICT IS DEEMED TO EXIST, THE INDIVIDUAL IN CONFLICT IS NOT ALLOWED TO BE INVOLVED IN THE DECISION MAKING PROCESS FOR THE TRANSACTION FOR WHICH THE INDIVIDUAL IS IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD SETS THE CEO'S SALARY BASED ON THE SALARY FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, FORM 990 OF OTHER ORGANIZATIONS, AND REVIEW OF COMPENSATION SURVEYS. THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL REVIEW OF HIS SALARY, PREPARING A WRITTEN CONTRACT. THE REVIEW WAS LAST PERFORMED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS ON POST RETIREMENT BENEFITS -166,148. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 3680 HOLDING CORPORATION 32 WARREN AVENUE TARRYTOWN NY 10591 133132781 REAL ESTATE HOLDING NY 501(C)(2) THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 HABILITATION HOSTELS RESIDENTIAL CORPORATION 32 WARREN AVENUE TARRYTOWN NY 10591 133082895 HOUSING NY 501(C)(3) LINE 11 THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 DYNAMICS HOSTELS RESIDENCE CORPORATION 32 WARREN AVENUE TARRYTOWN NY 10591 133127899 HOUSING NY 501(C)(3) LINE 12A, I THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 DYNAMICS RESIDENCE CORPORATION OF BURKE AVENUE 32 WARREN AVENUE TARRYTOWN NY 10591 133188076 HOUSING NY 501(C)(3) LINE 11 THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 3680 HOLDINGS COMPANY INC K 124957