2020-01-14T15:06:18-06:00 2019-06-30 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2018-07-01 231679102 THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES INC ARCO 6108498076 2289 AVENUE A BETHLEHEM PA 18017 KAREN L SHOEMAKER EXECUTIVE DIRECTOR 6108498076 2020-01-06 MELISSA A GRUBE CPA P00102173 6104357489 2020-01-04 216.164.169.90 2020-01-06 16:21:41 ES P 1D7E18E29F3E246C7809448B542004F0E876CDA4 723B793A7360154DF6952DA82C623F346D54EFF2 2018 2020-09-23 17:36:50Z KAREN L SHOEMAKER 2289 AVENUE A BETHLEHEM PA 18017 15724457 0 X WWW.ARCOFLEHIGHNORTHAMPTON.ORG X 1975 PA TO ADVOCATE, EDUCATE AND PROVIDE SERVICES AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 18 18 826 176 0 0 177319 272424 13700575 14623381 130415 152128 47648 -10244 14055957 15037689 0 0 0 0 11293202 12310636 0 0 186168 1585860 1762524 12879062 14073160 1176895 964529 8267752 9456551 319417 385628 7948335 9070923 X THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES (THE ARC) SUPPORTS MORE THAN 1,500 LOCAL INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) AND FAMILIES EACH YEAR. THE ARC PROVIDES A VARIETY OF QUALITY PROGRAMS AND SERVICES TO ASSIST INDIVIDUALS WITH I/DD 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. 0 0 1450641 1607954 SPARC:THE SPARC PROGRAM IS A STATE-LICENSED ADULT TRAINING FACILITY THAT SERVES ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) IN LEHIGH AND NORTHAMPTON COUNTIES. IT IS STAFFED BY A PROGRAM DIRECTOR, PROGRAM SPECIALISTS, AND A TEAM OF DIRECT SUPPORT PROFESSIONALS. THE PROGRAM IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PEOPLE WITH I/DD TO EXPLORE INTERESTS, DEVELOP SKILLS, AND INTERACT WITH THEIR COMMUNITIES IN A SUPPORTIVE, NONCOMPETITIVE ENVIRONMENT. THE NEEDS OF EACH PERSON ARE MET THROUGH A PERSON-CENTERED APPROACH, HELPING DEVELOP DAILY LIVING, COMMUNICATION, SOCIALIZATION, HABILITATION AND COMMUNITY INTEGRATION SKILLS. INDIVIDUALS PARTICIPATE IN A VARIETY OF CORE CONCENTRATION OPTIONS BASED ON THEIR ABILITIES AND PERSONAL CHOICE THAT INCLUDE:- COMMUNITY VOLUNTEERISM - INDIVIDUALS LEARN AND ENHANCE WORK-RELATED SKILLS BY VOLUNTEERING THEIR TIME AND TALENTS AT MORE THAN 16 COMMUNITY VOLUNTEER SITES, DOING ACTIVITIES SUCH AS LIGHT CLEANING, HOSPITALITY, DELIVERING AND SERVING FOOD, LANDSCAPING, PATIENT INTERACTION THROUGH MUSIC, MANAGING VARIOUS THRIFT SHOPS AND MAILINGS.- COMMUNITY OUTINGS - INDIVIDUALS ENHANCE THEIR SOCIAL SKILLS BY VISITINGMUSEUMS, SHOPPING SKILLS, BOWLING, MINIATURE GOLF, MOVIES, AND COMMUNITY RECYCLING CENTERS.- DAILY LIVING SKILLS - INDIVIDUALS WHO NEED MORE ASSISTANCE FROM STAFF ARE GIVEN THE OPPORTUNITY TO LEARN SKILLS SUCH AS MANAGING THEIR LIVES THROUGH PERSONAL SAFETY, PERSONAL HYGIENE, COMMUNICATION SKILLS, MONEY IDENTIFICATION AND EMERGENCY PROCEDURES.- RECREATIONAL ACTIVITIES - INDIVIDUALS RECEIVE A VARIETY OF REGULAR STIMULATING ACTIVITIES SUCH AS PET THERAPY, MUSIC THERAPY, HORTICULTURAL EXPERIENCES, AND WILDLANDS CONSERVANCY SESSIONS. 10977140 12924060 AGENCY WITH CHOICE:THE AGENCY WITH CHOICE PROGRAM ALLOWS THE INDIVIDUAL/MANAGING EMPLOYER TO SELECT THEIR OWN SUPPORT SERVICE PROFESSIONAL (SSP). THIS HANDPICKED EMPLOYEE WILL BE AN EMPLOYEE OF THE ARC FOR PAYROLL, TAX AND WORKER'S COMPENSATION PURPOSES, BUT WILL BE SUBJECT TO THE DAY-TO-DAY DIRECTION AND CONTROL OF THE INDIVIDUAL/MANAGING EMPLOYER FOR THEIR SERVICE ACTIVITIES.THE ARC'S AGENCY WITH CHOICE PROGRAM IS BASED ON THE PHILOSOPHY OF SELF-DETERMINATION AND EMPOWERS PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) TO ENHANCE THE QUALITY OF THEIR LIVES. PROVIDING INDIVIDUALS WITH THE OPPORTUNITY FOR CHOICE AND CONTROL OVER THEIR SERVICES AND SUPPORTS ACKNOWLEDGES THAT THEY ARE THE BEST JUDGES OF THEIR OWN NEEDS AND HOW THOSE NEEDS SHOULD BE MET. THIS INCLUDES THE ABILITY TO: CHOOSE AND CONTROL THE SERVICES THEY RECEIVE; RECEIVE ASSISTANCE AND TRAINING ON AN AS-NEEDED BASIS FROM THE ARC TO MANAGE THEIR OWN SUPPORT SERVICE PROFESSIONALS.THE ARC'S AGENCY WITH CHOICE PROGRAM IS CURRENTLY AVAILABLE TO INDIVIDUALS WITH WAIVER FUNDING IN LEHIGH AND NORTHAMPTON COUNTIES. 240615 233324 ADVOCACY:THE ARC OF PENNSYLVANIA, FOUNDED IN 1949, WAS THE FIRST ORGANIZATION IN THE COUNTRY TO ADVOCATE FOR THE RIGHTS OF CHILDREN WITH DISABILITIES TO A FREE PUBLIC EDUCATION. IN 1972, THE ARC OF PA FILED SUIT AGAINST THE SECRETARY OF EDUCATION, THE STATE BOARD OF EDUCATION, AND THE SECRETARY OF THE DEPARTMENT OF HUMAN SERVICES ON BEHALF OF 13 CHILDREN WHO WERE DENIED ACCESS TO A FREE PUBLIC EDUCATION. BECAUSE OF THIS LAWSUIT, THE COMMONWEALTH OF PENNSYLVANIA AGREED TO DEVELOP PLANS TO IDENTIFY, LOCATE, EVALUATE, EDUCATE, AND TRAIN ALL SCHOOL-AGE CHILDREN WITH DEVELOPMENTAL DISABILITIES. THIS HISTORIC ACTION LED TO THE FEDERAL LAW KNOWN AS THE INDIVIDUALS WITH DISABILITIES EDUCATION ACT (IDEA), WHICH AFFORDED ALL STUDENTS WITH DISABILITIES A FREE APPROPRIATE PUBLIC EDUCATION (FAPE). THIS LAW HAS BEEN REAUTHORIZED AND IS NOW CALLED THE INDIVIDUALS WITH DISABILITIES EDUCATION IMPROVEMENT ACT (IDEIA).CONTINUALLY, FOR MORE THAN 50 YEARS, THE ARC OF LEHIGH & NORTHAMPTON COUNTIES (THE ARC) HAS DELIVERED FREE, HIGH QUALITY ADVOCACY SUPPORT TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) AND THEIR FAMILIES. THE ADVOCACY DEPARTMENT AT THE ARC IS STAFFED BY A DIRECTOR, THREE FULL-TIME ADVOCATES, AND A PART-TIME RESOURCE COORDINATOR. THROUGH OUR RESOURCE COORDINATION AND ONE-TO-ONE ADVOCACY INITIATIVES, WE ARE FOCUSED ON OFFERING SUPPORT THAT PROVIDES RESOURCES TO EDUCATE EACH PERSON OR FAMILY AND/OR AIDS IN ALLEVIATING COMPLEX CHALLENGES INDIVIDUALS MAY BE EXPERIENCING.THE ARC'S ADVOCACY DEPARTMENT PROVIDES RESOURCES AND TRAININGS TO THE PUBLIC ON A WIDE VARIETY OF DISABILITY-RELATED TOPICS. FAMILIES AND PROFESSIONALS CAN GAIN INFORMATION AND/OR REFERRAL THROUGH A COMBINATION OF METHODS, INCLUDING OUR ONLINE SUBMISSION FORM, INTAKE PHONE LINE, AND DIRECT PHONE/EMAIL TO DEPARTMENT STAFF. DUE TO THE VARYING NATURE OF EACH INQUIRY, SOME INDIVIDUALS MAY RECEIVE ALL INFORMATION NEEDED DURING THEIR INITIAL OUTREACH TO THE DEPARTMENT, WHEREAS OTHERS TALK WITH THE DEPARTMENT'S PERSONNEL MULTIPLE TIMES ON THE SAME OR DIFFERENT ISSUES. THE DEPARTMENT'S RESOURCE COORDINATION ALSO FOCUSES ON ADDRESSING COMMUNITY-WIDE EDUCATION VIA FREE, MONTHLY PUBLIC TRAINING WORKSHOPS AND PRESENTATIONS. ANY INDIVIDUAL OR GROUP MAY ACCESS RESOURCE COORDINATION. THE ADVOCACY DEPARTMENT ALSO OFFERS THE GUIDANCE OF A KNOWLEDGEABLE ADVOCATE TO ADDRESS COMPLEX CHALLENGES ON A ONE-TO-ONE BASIS. AN ARC ADVOCATE ASSISTS A PERSON/FAMILY IN NAVIGATING THE SPECIAL EDUCATION AND/OR ADULT SERVICE SYSTEMS. AN ADVOCATE PRESUMES COMPETENCE TO GUIDE INDIVIDUALS WITH THEIR DECISIONS, WHILE PROMOTING SELF-ADVOCACY SKILLS TO BE USED IN A VARIETY OF ENVIRONMENTS. THE DEPARTMENT'S ONE-TO-ONE ADVOCACY IS ONLY AVAILABLE FOR INDIVIDUALS/FAMILIES WITH A DIAGNOSIS OF I/DD WHO RESIDE IN LEHIGH OR NORTHAMPTON COUNTIES. 75301 82227 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 DISABILITIES 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. 4750 9073 EVENING RECREATION:WITH THE DEDICATED ASSISTANCE OF STAFF AND VOLUNTEERS, THE ARC PROVIDES EVENING RECREATION ACTIVITIES FOR ADULTS WITH I/DD IN THE LEHIGH VALLEY. THESE ACTIVITIES OFFER SUPPORT TO FAMILIES BY PROVIDING OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO ENJOY RECREATIONAL ACTIVITIES WITH THEIR PEERS. REGULAR WEEKLY ACTIVITIES PROVIDE A BREAK FOR FAMILIES ALLOWING THEM FREEDOM TO RUN ERRANDS, SCHEDULE APPOINTMENTS OR TEND TO OTHER BUSINESS. ACTIVITIES ARE BASED ON THE INTERESTS OF THE INDIVIDUALS PARTICIPATING AND INCLUDE BUT NOT LIMITED TO: ARTS AND CRAFTS CLASSES, BINGO NIGHT, TALENT SHOWS, DANCES, AND MOVIE NIGHT, JUST TO NAME A FEW. 80051 91300 12748447 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 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 1 826 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X KAREN L SHOEMAKER 6108498076 2289 AVENUE A BETHLEHEM PA 18017 MIKE BRUCKNER PRESIDENT 5.00 X X 0 0 0 MATTHEW MCCONNELL VICE PRESIDENT 5.00 X X 0 0 0 JOSEPH MASTRIANI TREASURER 5.00 X X 0 0 0 GEORGE LEWIS SECRETARY 5.00 X X 0 0 0 ERICH SCHOCK ESQ IMM. PAST PRESIDENT 5.00 X 0 0 0 JOE CARCIONE MEMBER AT LARGE 5.00 X 0 0 0 JOHN ANDRONIS DIRECTOR 5.00 X 0 0 0 RON EICHENBERG DIRECTOR 5.00 X 0 0 0 PAUL EICHMAN DIRECTOR 5.00 X 0 0 0 ALVIE FENNELL DIRECTOR 5.00 X 0 0 0 PAULA HENRY DIRECTOR 5.00 X 0 0 0 MURTAZA JAFFER DIRECTOR 5.00 X 0 0 0 DR SWEETY JAIN DIRECTOR 5.00 X 0 0 0 KIM WANN DIRECTOR 5.00 X 0 0 0 MARY JO MCNULTY DIRECTOR 5.00 X 0 0 0 SHERI LEO DIRECTOR 5.00 X 0 0 0 MAUREEN O'MEARA DIRECTOR 5.00 X 0 0 0 ANDREW HOFFMAN ESQ DIRECTOR 5.00 X 0 0 0 KAREN SHOEMAKER EXECUTIVE DIRECTOR 40.00 X 115302 0 340 PEG BRECKINRIDGE DIRECTOR OF FINANCE 40.00 X 75534 0 0 190836 0 340 1 0 0 0 0 674 63356 208394 272424 LEHIGH & NORTHAMPTON 624100 14413561 14413561 PARTICIPANT FEES 624100 194580 194580 BUCKS 624100 15015 15015 INCLUSION 624100 225 225 14623381 100637 100637 715510 664019 51491 51491 51491 12505 63356 22749 -10244 -10244 15037689 14623381 0 141884 195905 195905 10731143 10151897 455602 123644 445193 359587 68955 16651 938395 880763 49273 8359 230127 78284 143840 8003 175499 116841 50350 8308 236365 192719 37137 6509 26107 10708 14444 955 43229 16887 20062 6280 30062 30062 59367 25988 33379 267837 243718 20488 3631 REIMBURSEMENTS 613356 613356 TRANSPORTATION 47219 45092 2127 MISCELLANEOUS 16385 13788 2597 PERSONAL HYGIENE & PHYS 14828 12607 1958 263 2143 1175 968 14073160 12748447 1138545 186168 887270 1213869 2548272 2564623 161932 124583 1054717 609589 179122 445128 4491156 5108348 8267752 9456551 319417 385628 319417 385628 X 7916740 9026751 31595 44172 7948335 9070923 8267752 9456551 964529 158059 0 X X 0 1 X 1 1 1 X 8461697 10974294 11699124 13699100 14622629 59456844 8461697 10974294 11699124 13699100 14622629 59456844 59456844 109133 87625 72822 75666 100637 445883 79205 82968 95990 70587 75861 404611 60307338 802718 0.98590 0.98420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4491156 508466 308726 200000 5108348 4082553 300000 288603 180000 4491156 3563813 300000 383740 165000 4082553 3355798 340169 14846 147000 3563813 3380479 284000 53319 362000 3355798 1.00000 0 0 1054717 609589 445128 445128 MUTUAL FUNDS-QUASI ENDOWMENT 5108348 F 5108348 X 15218497 158059 22749 180808 15037689 0 15037689 14095909 22749 22749 14073160 0 14073160 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 2019. 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 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES GOLF TOURNAMENT 30029 23140 6889 9919 ONE STEP FORWARD 33244 27628 5616 11561 1 12588 12588 1269 75861 63356 12505 22749 22749 -10244 SHERI LEO SENIOR VICE PRESIDENT FOR FULTON FINANCIAL ADVISORS AND ARC BOARD MEMBER. 0 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.