2019-10-30T08:53:27-05:00 2018-12-31 271728945 PKF O'CONNOR DAVIES LLP 32 FOSTERTOWN ROAD NEWBURGH NY 12550 990 2018-01-01 132893548 SEARCH FOR CHANGE INC SEAR 9144285600 115 EAST STEVEN AVENUE NO 203 VALHALLA NY 10595 ASHLEY BRODY CEO 9144285600 2019-10-30 1 GARRETT M HIGGINS P00543209 8455655400 2019-10-30 65.51.112.58 2019-10-30 08:53:24 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2018 2019-02-21 02:37:17Z ASHLEY BRODY 115 EAST STEVEN AVENUE NO 203 VALHALLA NY 10595 9540242 0 X SEARCHFORCHANGE.ORG X 1975 NY HELP EMOTIONALLY DISABLED INDIVIDUALS RE-ENTER SOCIETY AND PROVIDE HOUSING & SUPPORT AS WELL AS VOCATIONAL TRAINING. 12 12 205 13 0 0 3414700 3797535 5172401 5250607 22773 320781 143254 39760 8753128 9408683 0 0 0 0 4754536 4960983 0 0 0 3834617 4048578 8589153 9009561 163975 399122 5173747 5691229 2475635 2593995 2698112 3097234 X DEDICATED TO IMPROVING THE QUALITY OF LIFE AND INCREASING THE SELF SUFFICIENCY OF INDIVIDUALS WITH EMOTIONAL, SOCIAL AND ECONOMIC BARRIERS. THIS IS ACCOMPLISHED BY PROVIDING DIRECT SUPPORT AND ASSISTANCE NEEDED TO ENABLE INDIVIDUALS TO REACH THEIR FULL POTENTIAL. COMMITTED TO ASSISTING PEOPLE WITH MENTAL ILLNESS IN THEIR QUEST FOR DIGNITY AND INDEPENDENCE. TEACH THE SKILLS TO CHOOSE, OBTAIN AND MAINTAIN DESIRABLE HOUSING, MEANINGFUL EMPLOYMENT, HIGHER EDUCATION AND PRODUCTIVE RELATIONSHIPS WITH FAMILY AND FRIENDS. 0 0 4197994 1530223 COMMUNITY RESIDENCE AND APARTMENT TREATMENT PROGRAMA GROUP-LIVING DESIGNED RESIDENTIAL PROGRAM THAT FOCUSES ON REHABILITATION OF SERIOUSLY MENTALLY ILL ADULTS. THE PROGAM IS DESIGNED TO TEACH THE CLIENTS THE SKILLS NECESSARY TO LIVE IN A MORE INDEPENDENT SETTING. THIS PROGRAM SERVED AN AVERAGE OF 107 CLIENTS IN 2018. THE TOTAL NUMBER OF CLIENTS SERVED WAS 154 IN 2018. 2954653 2953854 SUPPORTED HOUSING APARTMENTSTHE OBJECTIVE OF THE PROGRAM IS TO ASSIST INDIVIDUALS IN LOCATING AND SECURING HOUSING OF THEIR CHOICE AND IN ACCESSING THE SUPPORTS NECESSARY TO LIVE SUCCESSFULLY IN THE COMMUNITY. THE SUPPORTED HOUSING PROGRAM ASSISTED AN AVERAGE OF 204 CLIENTS IN 2018. THE TOTAL NUMBER OF CLIENTS SERVED WAS 297 IN 2018. 750155 802079 VOCATIONAL PROGRAMTHE OBJECTIVE OF THIS PROGRAM IS TO ASSIST ADULTS WITH DISABILITIES TO PREPARE FOR, CHOOSE, AND MAINTAIN COMPETITIVE EMPLOYMENT. IN 2018, THE VOCATIONAL PROGRAM SERVED A TOTAL OF 248 INDIVIDUALS IN NEW YORK AND CONNECTICUT. THE PROGRAM HAD A PLACEMENT RATE OF 51% OF THE CLIENTS SERVED ALL OVER FIVE COUNTIES. 94% OF THE CLIENTS SERVED MAINTAINED THEIR JOB FOR GREATER THAN THREE MONTHS. 7902802 1 1 0 0 0 0 0 0 0 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 1 0 0 1 40 0 205 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X THOMAS WATSON CFO 9145284600 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 KENNETH KRUGER CHAIRPERSON 0.50 1.50 X X 0 0 0 VALERIE MAZIARZ VICE CHAIRPERSON & SECRETARY 0.50 1.50 X X 0 0 0 COURTNEY DARTS SECRETARY THRU MAY 2018 0.50 1.50 X X 0 0 0 KIM PAGAN TREASURER 0.50 1.50 X X 0 0 0 JOEL FREYER DIRECTOR 0.50 1.50 X 0 0 0 PATRICIA LIMPERT DIRECTOR 0.50 1.50 X 0 0 0 DOUGLAS WHIKEHART DIRECTOR 0.50 1.50 X 0 0 0 GUY FESSENDEN DIRECTOR 0.50 1.50 X 0 0 0 PAUL OLSON DIRECTOR 0.50 1.50 X 0 0 0 MICHAEL CAMMAROTA DIRECTOR 0.50 1.50 X 0 0 0 ROBERT COOPER DIRECTOR 0.50 1.50 X 0 0 0 SUSAN SALOMONE DIRECTOR 0.50 1.50 X 0 0 0 SUSAN SHEVLIN DIRECTOR 0.50 1.50 X 0 0 0 THOMAS WATSON CFO 36.00 1.50 X 100706 0 38622 ASHLEY BRODY CEO 36.00 1.50 X 137725 0 23147 238431 0 61769 2 0 1 0 0 3758986 38549 3797535 MEDICAID FEES 623990 3949071 3949071 SOCIAL SECURITY FEES 623990 1301536 1301536 5250607 8424 8424 201652 242264 131559 0 70093 242264 312357 312357 LIC RSDNTL PRGM REBATE 900099 35549 35549 PLANNED RESPITE FEE FO 900099 3000 3000 TICKET TO WORK PROGRAM 900099 1211 1211 39760 9408683 5286156 0 324992 300200 255653 44547 3569988 3040232 529756 146328 119666 26662 548531 473179 75352 395936 341193 54743 56877 6961 49916 392597 244525 148072 2302791 2211194 91597 174853 171979 2874 3968 3968 141168 119667 21501 79913 39301 40612 FOOD 317718 313569 4149 EQUIPMENT PURCHASES & R 261040 257148 3892 BAD DEBT EXPENSE 184258 184258 CLIENT ACTIVITIES 72604 72427 177 60791 51850 8941 9009561 7902802 1106759 0 1948196 1974610 58437 250667 476451 788165 505136 344320 323388 367926 839975 591622 382814 248353 1479325 1717188 5173747 5691229 469189 455244 1653426 1812005 353020 326746 2475635 2593995 X 2698112 2854970 242264 2698112 3097234 5173747 5691229 399122 0 X X 0 1 X 0 0 X 2204603 2227367 3220734 3414700 3797535 14864939 2204603 2227367 3220734 3414700 3797535 14864939 14864939 2253 5305 8414 8424 24396 112557 312681 591021 22114 4211 1042584 15931919 28151093 0.93300 0.91880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 112,557. 2015 AMOUNT: $ 312,681. 2016 AMOUNT: $ 591,021. TICKET TO WORK PROGRAM REVENUE - 2017 AMOUNT: $ 4,071. 2018 AMOUNT: $ 1,211. PLANNED RESPITE FEE FOR SERVICE REVENUE - 2017 AMOUNT: $ 18,000. 2018 AMOUNT: $ 3,000. REFUNDS - 2017 AMOUNT: $ 43. 3902 3902 0 200037 125075 74962 636036 462645 173391 248353 DUE FROM RELATED PARTIES 1671664 SECURITY DEPOSITS 45524 1717188 DUE TO GOVERNMENT AGENCIES 326746 326746 X 9490558 247045 247045 9243513 165170 165170 9408683 9216051 371660 371660 8844391 165170 165170 9009561 PART X, LINE 2: SFC RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT SFC HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. SFC IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTED TO RELATED COMPANIES PER CONSOLIDATED FINANCIAL STATEMENTS 247,045. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 165,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTED TO RELATED COMPANIES PER CONSOLIDATED FINANCIAL STATEMENTS 371,660. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 165,170. X X X X 0 0 0 0 0 0 0 1 0 ASHLEY BRODY CEO 134195 0 3380 0 150 0 7486 0 15661 0 160872 0 0 0 PART I, LINE 7 ASHLEY BRODY RECEIVED A BOARD DISCRETIONARY BONUS OF $3,380, AND THOMAS WATSON RECEIVED A BOARD DISCRETIONARY BONUS OF $2,154; BOTH AMOUNTS WERE INCLUDED IN THEIR W-2S. FORM 990, PART VI, SECTION B, LINE 11B SEARCH FOR CHANGE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO THE SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ONE WEEK TO REVIEW THE PREPARED FORM 990 AND PROVIDE THEIR COMMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE COMPLIANCE OFFICER OR COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE REVIEW IS FINALIZED AND 990 APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR/CEO AND THE MANAGEMENT TEAM CONSISTING OF THE ASSOCIATE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, DIRECTOR OF DEVELOPMENT, DIRECTOR OF HUMAN RESOURCES, DIRECTOR OF VOCATIONAL SERVICES AND CLINICAL DIRECTOR. A CONFLICT OF INTEREST OR POTENTIAL CONFLICT ON THE PART OF A MEMBER, OR ANY MEMBER OF HIS/HER FAMILY, SHALL BE DISCLOSED BY MEMBERS TO THE BOARD AT LEAST ANNUALLY. ALTHOUGH MOST SUCH POTENTIAL CONFLICTS ARE AND WILL BE DEEMED TO BE INCONSEQUENTIAL, IT IS EACH INDIVIDUAL'S RESPONSIBILITY TO ENSURE THAT THE BOARD IS MADE AWARE OF SITUATIONS THAT INVOLVE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIPS WHICH COULD BE TROUBLESOME FOR SFC. THIS POLICY AND DISCLOSURE STATEMENT SHALL BE DISTRIBUTED ANNUALLY. ALL MEMBERS SHALL READ THE POLICY, COMPLETE THE DISCLOSURE STATEMENT AND SIGN THE CERTIFICATION AGREEING TO BE BOUND BY THE POLICY AND RETURN THE DISCLOSURE STATEMENT TO THE SECRETARY OF THE BOARD. THUS, THE BOARD REQUIRES EACH MEMBER ANNUALLY TO: (I) REVIEW THIS POLICY; (II) DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIP THAT REASONABLY COULD GIVE RISE TO A CONFLICT INVOLVING SFC; AND (III) TO ACKNOWLEDGE BY HER OR HIS SIGNATURE THAT SHE OR HE IS IN ACCORD WITH THE LETTER AND SPIRIT OF THIS POLICY. MEMBERS ARE REQUESTED TO LIST ON THIS FORM RELATIONSHIPS OF THE MEMBER AND FAMILY MEMBERS WITH OUTSIDE ORGANIZATIONS THAT DO BUSINESS WITH SFC OR OTHERWISE COULD BE CONSTRUED TO POTENTIALLY AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF THE MEMBER IN LIGHT OF HER/HIS DECISION-MAKING AUTHORITY AND RESPONSIBILITY. IN THE EVENT A MEMBER IS UNCERTAIN OF THE APPROPRIATENESS OF LISTING A PARTICULAR RELATIONSHIP, SHE OR HE SHOULD CONSULT THE CHAIRPERSON OF THE BOARD DEVELOPMENT COMMITTEE OR THE EXECUTIVE DIRECTOR. MEMBERS WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OR POTENTIAL CONFLICT OF INTEREST SHALL REFRAIN FROM PARTICIPATING IN ANY CONSIDERATION OF TRANSACTIONS INVOLVING SUCH CONFLICT. MEMBERS WITH A CONFLICT SHALL NOT PARTICIPATE IN DISCUSSION ON SUCH MATTERS (UNLESS THE BOARD REQUESTS INFORMATION OR INTERPRETATION THEREON) OR IN A RELATED VOTE, OR BE PRESENT DURING SUCH DISCUSSION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW TAKES PLACE ANNUALLY. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTOR'S IN AN EXECUTIVE MEETING. PRIOR TO THE MEETING, THE HUMAN RESOURCES DIRECTOR COMPARES THE CEO'S SALARY TO SALARIES PAID TO CEO'S AT SIMILAR-SIZED ORGANIZATIONS TO ENSURE THAT THE COMPENSATION IS IN LINE. IN ADDITION, THE HUMAN RESOURCES/COMPENSATION COMMITTEE CHAIRMAN HAS REVIEWED COMPARABLE HEALTHCARE SALARIES BASED ON STUDIES FROM AN INTERNATIONAL HEALTHCARE MANAGEMENT RECRUITING COMPANY. FINALLY, THE BOARD ALSO SETS GOALS FOR THE CEO MUST MEET AS PART OF HIS ANNUAL REVIEW. THE CEO'S COMPENSATION IS APPROVED IN A CLOSED EXECUTIVE SESSION OF THE BOARD, AND DOCUMENTED IN THE MINUTES TO THE SESSION. THIS PROCESS WAS LAST DONE IN 2018. OTHER OFFICER SALARIES ARE DETERMINED USING MARKETPLACE VALUES, THE INDIVIDUAL'S EDUCATION, EXPERIENCE, AND QUALIFICATIONS. COMPENSATION RANGES ARE ESTABLISHED FOR THE OVERALL COMPENSATION STRUCTURE, AS WELL AS COMPENSATION FOR SIMILAR POSITIONS IN OUR REGION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT 115 EAST STEVEN AVENUE, SUITE 203, VALHALLA, NY 10595, OR BY CALLING THE ORGANIZATION DIRECTLY AT (914)428-5600. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS 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. SEARCH FOR CHANGE COMMUNITY RESIDENCE CO III INC 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 133117119 HOUSING & REHABILITATION SERVICES TO ADULTS DISCHARGED FROM PSYCH. HOSPITALS NY 501(C)(3) LINE 12B, II SEARCH FOR CHANGE INC 1 SEARCH FOR CHANGE COMMUNITY RESIDENCE CO II INC 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 133168078 HOUSING & REHABILITATION SERVICES TO ADULTS DISCHARGED FROM PSYCH. SERVICES NY 501(C)(3) LINE 12B, II SEARCH FOR CHANGE INC 1 SEARCH FOR CHANGE COMMUNITY RESIDENCE CO I INC 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 133032461 FUNDRAISING FOR SEARCH FOR CHANGE INC. NY 501(C)(3) LINE 7 SEARCH FOR CHANGE INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 SEARCH FOR CHANGE COMMUNITY RESIDENCE CO II INC P 187992 COST SEARCH FOR CHANGE COMMUNITY RESIDENCE CO III INC P 58349 COST SEARCH FOR CHANGE COMMUNITY RESIDENCE CO II INC K 142276 COST