2018-08-14T15:54:57-05:00 2017-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2017-01-01 205404423 ACCESS SUPPORTS FOR LIVING FOUNDATION INC ACCE 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIVE OFFICER 8456924454 2018-08-01 1 AARON SHAPIRO P01333816 2128674000 2017 2022-09-23 18:48:47Z AMY ANDERSON-WINCHELL 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 397092 0 X N/A X 2006 NY TO CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF ACCESS: SUPPORTS FOR LIVING INC. 13 13 8 13 0 0 348445 307326 0 0 53417 17791 -97575 -102740 304287 222377 60924 50000 0 0 15083 14236 0 0 58859 85651 66466 161658 130702 142629 91675 1722827 1953628 5500 69872 1717327 1883756 TO CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF ACCESS: SUPPORTS FOR LIVING INC. 0 0 50000 50000 THE FOUNDATION CONDUCTS CHARITABLE ACTIVITIES FOR ACCESS: SUPPORTS FOR LIVING INC. 50000 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 8 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X MAUDE ROSADO 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 JAMES MONROE CHAIRPERSON 1.50 2.00 X X 0 0 0 NICHOLAS PREDDICE VICE-CHAIR 1.50 X X 0 0 0 JOHN GUATTERY SECRETARY 1.50 2.00 X X 0 0 0 DONNA APPLEGATE TREASURER 1.50 X X 0 0 0 DANIEL B HULSE DIRECTOR 1.00 2.00 X 0 0 0 JUDY ENGLISH DIRECTOR 1.00 X 0 0 0 JOHN FINNERAN DIRECTOR 1.00 X 0 0 0 NICOLA FOLINA DIRECTOR 1.00 X 0 0 0 HAROLD BERLIN DIRECTOR 1.00 X 0 0 0 JIM LOUGHRAN DIRECTOR 1.00 2.00 X 0 0 0 LAUREN OSTNER DIRECTOR 1.00 X 0 0 0 MELISSA COBUZZI DIRECTOR 1.00 2.00 X 0 0 0 PAM KELLY-DAY DIRECTOR 1.00 X 0 0 0 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIV 1.00 40.00 X 0 297870 22435 MAUDE ROSADO CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 286318 27388 RONALD COLAVITO CHIEF OPERATING OFFICER 1.00 40.00 X 0 207737 12445 0 791925 62268 0 0 1 0 0 266011 41315 73459 307326 15444 15444 3409 1062 2347 2347 2347 70913 266011 173653 -102740 -102740 222377 0 0 -84949 50000 50000 13224 13224 1012 1012 12096 12096 7400 7400 2347 2347 22306 22306 21030 21030 1287 1287 130702 50000 21843 58859 462189 602806 582392 583422 678246 536903 230497 1722827 1953628 5250 5293 250 64579 5500 69872 X 1232062 1427547 274542 245486 210723 210723 1717327 1883756 1722827 1953628 91675 74754 0 X X 0 1 X 1 0 X 256089 338199 260515 364634 307326 1526763 256089 338199 260515 364634 307326 1526763 184976 1341787 27412 24102 10821 13944 15444 91723 1618486 0.82900 0.81000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 210723 24353 3409 231667 210723 7890 -7890 210723 210723 -1501 1501 210723 206899 4290 9206 9672 210723 206433 206899 0.90900 0.09100 0 0 0 NAV 230497 C 230497 DUE TO ACCESS: SUPPORTS FOR LIVING INC. 64579 64579 X 316219 74754 21435 96189 220030 2347 2347 222377 149790 21435 21435 128355 2347 2347 130702 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS TO BE USED FOR GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. GALA 166507 125822 40685 2367 42332 4339 31541 GOLF 140572 110344 30228 12149 8938 500 14577 600 39952 3 29845 29845 1141 2530 7394 350 4943 336924 266011 70913 12149 10079 5397 64303 5289 76436 173653 -102740 1 ACCESS SUPPORTS FOR LIVING INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 141471097 501(C)3 50000 FOR CAPITAL IMPROVEMENTS 1 0 PART I, LINE 2: FOUNDATION GAVE A GRANT TO COVER THE COST OF CAPITAL IMPROVEMENTS INCURRED BY ACCESS: SUPPORTS FOR LIVING INC. AT THE GRAND STREET LOCATION BASED ON A REQUEST APPROVED BY THE BOARD. 0 1 0 0 0 0 0 0 0 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIV 0 196340 0 7000 0 94530 0 10952 0 11483 0 320305 0 0 MAUDE ROSADO CHIEF FINANCIAL OFFICER 0 176839 0 5500 0 103979 0 10973 0 16415 0 313706 0 87838 RONALD COLAVITO CHIEF OPERATING OFFICER 0 185599 0 7000 0 15138 0 7886 0 4559 0 220182 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN 457B AND 457F PLANS. IN 2017, THESE AMOUNTS WERE INCLUDED AS TAXABLE WAGES IN THEIR W-2S AND ARE REPORTED IN SCHEDULE J PART II COLUMN (B)(III): AMY ANDERSON-WINCHELL: 84,632 MAUDE ROSADO: 100,904 RONALD COLAVITO: 13,722 X 7 1548 COST X 16908 COST X GIFT BASKETS/BUCKETS 34 19406 COST X OFFICE FURNITURE 5 7900 COST X EVENT TICKETS 17 7528 COST X HOTEL/VACATION STAY 4 7250 COST X MISC 64 6507 COST X GOLF 124 2913 COST X SIGNS/BANNERS 6 2050 COST X GIFT CERTIFICATES 8 685 COST X LOTTERY TICKETS 5 394 COST 0 0 0 PART I, COLUMN (B): AMOUNTS ARE THE NUMBER OF CONTIBUTIONS FORM 990, PART VI, SECTION A, LINE 3 ACCESS: SUPPORTS FOR LIVING INC. PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION AND CHARGES A MANAGEMENT FEE FOR THE SERVICES PROVIDED FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY EXECUTIVE MANAGEMENT AND THE FINANCE, AUDIT, AND EXECUTIVE COMMITTEES OF THE BOARD PRIOR TO SUBMISSION. A COPY OF THE FULL 990 WAS PROVIDED TO EACH BOARD MEMBER AT THE BOARD MEETING PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST POLICIES ARE GIVEN OUT TO ALL BOARD MEMBERS AND OFFICERS. THEY ARE REQUESTED TO RETURN IT ONLY IF THEY HAVE A CONFLICT TO NOTE OR IF ANYTHING HAS CHANGED SINCE THE PRIOR YEAR. THE ORGANIZATION WILL FOLLOW UP WITH SOMEONE WHO HAS HAD A PRIOR CONFLICT AND DOES NOT RETURN THE FORM AS TO WHETHER THE CONFLICT STILL EXISTS OR NOT. ANY CONFLICTS MUST BE REPORTED TO THE BOARD AND THE INDIVIDUAL IS RECUSED FROM THE VOTING PROCESS RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND OFFICERS COMPENSATION IS PAID THROUGH A RELATED COMPANY, ACCESS: SUPPORTS FOR LIVING INC. DETERMINATION OF THE COMPENSATION IS BASED ON INDEPENDENT COMPARATIVE ANALYSIS OF COMPENSATION LEVELS FOR OTHER CEOS AND OFFICERS IN ORGANIZATIONS OF SIMILAR SIZE. THIS IS DONE BY AN INDEPENDENT COMPENSATION CONSULTANT THROUGH COMPENSATION SURVEY AND STUDY. THE INFORMATION IS THEN REVIEWED BY A COMPENSATION COMMITTEE AND IS THEN APPROVED BY THE FULL BOARD OF THE RELATED ENTITY PAYING THE COMPENSATION. THIS PROCESS WAS LAST DONE IN 2016 TO SET COMPENSATION FOR 2017. 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ACCESS SUPPORTS FOR LIVING INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 141471097 REHABILITATION NY 501(C)(3) LINE 10 N/A 0 ENVISION COORDINATED SUPPORTS INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 061207341 INDIVIDUALIZED SUPPORT SERVICES NY 501(C)(3) LINE 10 N/A 0 OAK RIDGE APARTMENTS HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 462197263 HOUSING ACCOMODATIONS NY N/A C 0 GOLDEN RIDGE HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 463554730 HOUSING ACCOMODATIONS NY N/A C 0 SUNRISE GARDENS HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 454078613 HOUSING ACCOMODATIONS NY N/A C 0 TEMPLE HILL I HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 462704664 HOUSING ACCOMODATIONS NY N/A C 0 THII-BVI HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 813008138 HOUSING ACCOMODATIONS NY N/A C 0 BELLA VISTA II HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 822296147 HOUSING ACCOMODATIONS NY N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0