2018-05-11T10:57:07-05:00 2017-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2017-01-01 141506257 NYSARC INC - MONTGOMERY COUNTY CHAPTER NYSA 5188425080 43 LIBERTY DRIVE AMSTERDAM NY 120100639 BARBARA GANEY CFO 5188425080 2018-05-03 1 ARIEL F AMMIRATO P01346991 5184644080 2017 2022-09-23 18:48:47Z LIBERTY ENTERPRISES JENNIFER SAUNDERS 43 LIBERTY DRIVE AMSTERDAM NY 120100639 49046557 0 1256 X WWW.LIBERTYARC.ORG X 1949 NY NYSARC WAS FOUNDED IN 1949 TO MEET A CRITICAL MISSION -- TO IMPROVETHE QUALITY OF LIFE FOR PEOPLE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES. 13 13 1002 13 0 0 429956 439393 39532379 39990335 458171 538152 2429989 2489905 42850495 43457785 22103 18892 0 0 33991474 34685488 0 0 0 7917645 8060775 41931222 42765155 919273 692630 36756763 38036930 14057139 13384058 22699624 24652872 X NYSARC, INC. MONTGOMERY COUNTY CHAPTER PROVIDES SERVICES TO DISABLED INDIVIDUALS. THE CHAPTER OPERATES WORKSHOPS, RESIDENTIAL, DAY HABILITATION, FAMILY SUPPORT, TRANSPORTATION, AND RESPITE PROGRAMS. 0 0 25242492 28129623 RESIDENTIAL SERVICES - A COMMUNITY LIKE SETTING FOR THE MENTALLY AND DEVELOPMENTALLY DISABLED THROUGH A SMALL GROUP SETTING WITH CONTINUOUS SUPERVISION. 5594164 6792357 DAY SERVICES - SUPERVISED INSTRUCTIONAL PROGRAM DURING THE DAY TIME HOURS TO ACCOMODATE MENTALLY AND DEVELOPMENTALLY DISABLED LIVING IN AGENCY FACILITIES AND PRIVATE HOMES. 2764036 18892 3370082 FAMILY SUPPORT SERVICES - OFFERS A WIDE RANGE OF SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES IN MONTGOMERY COUNTY. 4468071 3131128 OTHER PROGRAMS 4468071 3131128 38068763 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 185 0 1 1002 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 1 0 NY X BARBARA GANEY CFO 5189543346 43 LIBERTY DRIVE AMSTERDAM NY 120100639 PAUL DICAPRIO PRESIDENT 1.00 X X 0 0 0 DONNA CANESTRARO VICE PRESIDENT 1.00 X X 0 0 0 CARL J PUCCI TREASURER 1.00 1.00 X X 0 0 0 MICHAEL BUCCIFERRO SECRETARY 1.00 1.00 X X 0 0 0 KEN ADAMOWSKI DIRECTOR 1.00 X 0 0 0 DAVID FARIELLO DIRECTOR 1.00 X 0 0 0 CAROL CUYLER DIRECTOR 1.00 X 0 0 0 SALLY ROMANO DIRECTOR 1.00 X 0 0 0 KARREENE O'NEIL DIRECTOR 1.00 X 0 0 0 JOHN ROSE DIRECTOR 1.00 X 0 0 0 KELLY SWART PSY D DIRECTOR 1.00 X 0 0 0 VALERIE ZABO DIRECTOR 1.00 X 0 0 0 REV DR LISA VANDER WAL DIRECTOR 1.00 X 0 0 0 JENNIFER SAUNDERS CEO 38.00 2.00 X 209992 0 45106 BARBARA GANEY CFO 38.00 2.00 X 126471 0 17766 CANDACE ROBBINS-OPALKA COO 38.00 2.00 X 149073 0 24324 DENNIS YACOBUCCI FACILITIES DIRECTOR 38.00 2.00 X 117417 0 31915 TIMOTHY O'BRIEN JR DIRECTOR OF INFORMATION TE 38.00 2.00 X 101605 0 16443 704558 0 135554 5 0 1 0 SIMPLEX GRINNELL 1399 VISCHER FERRY ROAD CLIFTON PARK NY NY 12065 CONSTRUCTION 114832 1 97883 324810 16700 439393 RESIDENTIAL SERVICES 624200 28129623 28129623 DAY SERVICES 624200 6792357 6792357 FAMILY SUPPORT SERVICES 624200 3370082 3370082 SHELTERED WORKSHOP 624200 1464749 1464749 ARTICLE 16 CLINIC 621300 233524 233524 39990335 397076 397076 199152 0 199152 199152 199152 1659061 80472 1585624 12833 73437 67639 141076 141076 5423170 3990315 1432855 1432855 MANAGEMENT FEES 541610 847613 847613 MISC REVENUE 900099 10285 10285 857898 43457785 41423190 0 1595202 18892 18892 399333 399333 26302569 23919003 2383566 1614436 1486142 128294 4402542 3962703 439839 1966608 1762502 204106 14782 14782 54500 54500 18774 18774 277991 159344 118647 143083 104404 38679 340629 116151 224478 1303834 1214614 89220 705588 683553 22035 108945 73402 35543 162906 162757 149 2061396 1965655 95741 209833 187568 22265 REPAIRS AND MAINTENANCE 1012774 754460 258314 PROGRAM SUPPLIES 721033 713120 7913 FOOD 524540 518321 6219 CONSUMER EXPENSES 222747 222747 177420 24651 152769 42765155 38068763 4696392 0 1527972 1428746 129077 258196 4629106 4261658 905373 773063 269356 265432 41446874 29546686 11167547 11900188 6299867 6287399 7656182 8378665 4172283 4483583 36756763 38036930 6649934 5796383 460828 267003 202401 202401 3735368 4757103 3008608 2361168 14057139 13384058 X 22694302 24647550 5322 5322 22699624 24652872 36756763 38036930 X 692630 1551475 -290857 X X 0 1 X 1 0 X 56500 89554 230794 429956 439393 1246197 44535391 44989861 45102446 45046451 45423790 225097939 44591891 45079415 45333240 45476407 45863183 226344136 0 0 0 226344136 370003 407624 458426 514984 596228 2347265 370003 407624 458426 514984 596228 2347265 870570 798193 827312 828470 857898 4182443 45832464 46285232 46618978 46819861 47317309 232873844 0.97200 0.97270 0.01010 0.00930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 27746271 19236847 8509424 598371 583059 15312 6898706 6136593 762113 6203526 3590187 2613339 11900188 VANGUARD STOCK MARKET INDEX FUND 8378665 F 8378665 PARTICIPANT FUNDS 202401 SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN 307947 DUE FROM AFFILIATES 3967941 INVESTMENT IN AFFILIATE AT COST 5294 4483583 SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN 307947 RESERVE FOR RETROACTIVE ADJUSMENTS 719262 DUE TO THIRD PARTY PAYORS 74383 LINE OF CREDIT 1259576 2361168 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS CUSTODIAL CASH ACCOUNTS FOR FUNDS WHICH BELONG TO THE RESIDENTIAL PROGRAM PARTICIPANTS. 1 MENTAL HEALTH ASSOC IN FULTON & MONTGOMERY 307-309 MEADOW STREET JOHNSTOWN NY 12095 141680341 501(C)(3) 18892 FUND SCHOOL PROGRAMS PART I, LINE 2: A SUB-COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS PERIODIC REPORTS FROM THE RECIPIENTS. X X X X X 0 1 0 0 0 0 0 0 0 JENNIFER SAUNDERS CEO 209992 0 0 0 0 0 32469 0 12637 0 255098 0 0 0 CANDACE ROBBINS-OPALKA COO 149073 0 0 0 0 0 13844 0 10480 0 173397 0 0 0 PART I, LINE 4B JENNIFER SAUNDERS, CEO - $12,987 A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 649903AQ4 2007-01-30 674723 FINANCE AND CONSTRUCTION 0 0 0 B DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 649907GP1 2012-11-21 793580 REFUND OF 2001 SERIES DASNY BOND 0 0 0 C DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 64990BTY9 2015-09-25 131861 FINANCE AND CONSTRUCTION 0 0 0 A 674723 67509 35567 575514 2007 0 0 1 1 B 793580 35833 18252 739496 2012 1 0 1 1 C 131861 6234 8541 117086 2015 1 0 1 1 A 0 0 0 0 1 0 0 B 0 0 0 0 1 0 0 C 0 0 0 0 1 0 0 A 0 0 0 0 0 0 NA 0 0 0 NA 0 1 B 0 0 0 0 0 0 NA 0 0 0 NA 0 1 C 0 0 0 0 0 0 NA 0 0 0 NA 0 1 A 1 B 1 C 1 SCHEDULE K, PART I TAX-EXEMPT BONDS ARE DEBT TO NYSARC, INC. EACH CHAPTER RECORDS ONLY THE PORTION OF THE BOND FOR THE PROJECT FINANCED WITHIN ITS JURISDICTION. SCHEDULE K, PART IV, LINE 2 DASNY REVIEWS ARBITRAGE CALCULATIONS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION RECENTLY APPROVED CHANGES TO ITS BY-LAWS RESULTING IN A REDUCTION IN THE SIZE OF ITS BOARD. PRIOR TO THIS CHANGE, EACH CHAPTER WAS ENTITLED TO BETWEEN 1 AND 6 SEATS ON THE BOARD OF GOVERNORS BASED ON THAT CHAPTER'S MEMBERSHIP RESULTING IN A BOARD OF APPROXIMATELY 150 MEMBERS. THE NEW STRUCTURE CAPS THE SIZE OF THE BOARD AT ONE FOR EACH CHAPTER, WHO NOW RECEIVE A WEIGHTED VOTE OF BETWEEN 1 AND 10 BASED ON A PUBLISHED CHART OF THE NUMBER OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 NYSARC, INC. IS A UNITARY CORPORATION CONSISTING OF ITS 52 CHAPTERS. NYSARC, INC., MONTGOMERY COUNTY CHAPTER IS ONE DIVISION OF THE CORPORATION. THE CORPORATION AND CHAPTER'S GOVERNING BODY IS THE BOARD OF GOVERNORS REPRESENTING THE INDIVIDUAL MEMBERSHIP IN EACH CHAPTER'S JURISDICTION. EACH CHAPTER HAS ONE PRIMARY AND ONE ALTERNATE GOVERNOR WITH A WEIGHTED AVERAGE VOTE BASED ON MEMBERSHIP. THE CORPORATION THROUGH ITS BYLAWS DELEGATES DAY-TO-DAY OPERATING AUTHORITY TO THE CHAPTER'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS (SEE PART VI, LINE 7A BELOW)COMPRISES THE CORPORATION'S ELECTED OFFICERS AND EXERCISES ALL POWERS OF THE BOARD OF GOVERNORS BETWEEN PLENARY MEETINGS OF THE GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE OFFICERS AND DIRECTORS OF THE CHAPTER ANNUALLY. IN TURN, THOSE CHAPTER BOARD MEMBERS NOMINATE THE OFFICERS AND DIRECTORS OF THE CORPORATION. MONTGOMERY COUNTY CHAPTER NYSARC, INC.'S ELECTION PROCEDURE IS AS FOLLOWS:THE OFFICERS SHALL BE ELECTED FOR A TERM OF ONE YEAR. DIRECTORS SHALL BE ELECTED FOR A TERM OF TWO (2) YEARS. THE ELECTION OF OFFICERS AND DIRECTORS SHALL TAKE PLACE AT THE ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF GOVERNORS DOES NOT REVIEW CHAPTERS' FORM 990S BEFORE THEY ARE FILED. EACH CHAPTER SUBMITS A COPY OF ITS FORM 990 TO THE GOVERNING BODY WHEN THE FORM 990 IS FILED BY THE CHAPTER. EACH CHAPTER MUST HAVE A PROCESS FOR ITS BOARD OF DIRECTORS TO REVIEW THE FORM 990. IT IS THE POLICY OF NYSARC INC, MONTGOMERY COUNTY CHAPTER TO HAVE A DESIGNATED BOARD COMMITTEE OR INDIVIDUAL BOARD MEMBER BE ASSIGNED THE RESPONSIBILITY TO REVIEW, APPROVE, AND SIGN THE FEDERAL FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL NYSARC CHAPTERS ARE SUBJECT TO THE PROVISIONS OF THE CHAPTER MANUAL THAT DELINEATES THE POLICIES AND PROCEDURES OF THE BOARD OF GOVERNORS. THIS CHAPTER'S POLICY IS AS FOLLOWS: ADMINISTRATORS AND PROGRAM DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM TO THE CORPORATE COMPLIANCE OFFICE ANNUALLY, AT A MINIMUM AND THROUGHOUT EACH YEAR AS NEW CONFLICTS OF INTEREST ARISE. ALL STAFF ARE REQUIRED TO BE TRAINED IN THE AREAS OF CONFLICT OF INTEREST AND MUST COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM TO THE CORPORATE COMPLIANCE OFFICER WHEN THEY RECOGNIZE AND IDENTIFY THAT A CONFLICT OF INTEREST EXISTS FOR THEM. STAFF WILL PERIODICALLY BE REQUIRED TO BE REMOVED FROM PARTICIPATION IN DISCUSSIONS AND DECISION MAKING RELATED TO THEIR PERSONAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPARABILITY DATA AND A REVIEW REPORT BY INDEPENDENT PERSONS AS WELL AS A COMPENSATION SURVEY PREPARED BY INDEPENDENT PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR SETTLEMENTS 43,199. FORGIVENESS OF DEBT TO AFFILIATE -334,056. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF THE AUDIT OF ITS FINANCIAL STATEMENTS DURING THE TAX YEAR. SCHEDULE K, PART I, (E) ISSUE PRICE TAX EXEMPT BONDS ARE DEBT OF NYSARC, INC. EACH CHAPTER RECORDS ONLY THE PORTION OF THE BOND FOR THE PROJECT FINANCED WITHIN ITS JURISDICTION. PART VI, LINE 9 SEE LIST OF OFFICERS AND GOVERNORS, WHO MAY BE REACHED AT NYSARC, INC., 29 BRITISH AMERICAN BLVD., LATHAM, NY 12110: THOMAS TALBETT, JR. DEB THOMPSON DR. THOMAS DELANEY RAPHAEL SMITH TODD JACOBSON MARLENE SIRIANNO PETER J. MARTIN, ESQ. ELLEN SHANAHAN BECKER,ESQ. MARLENE HILL DEBRAH FISCHER CHERYL ENGLERT MARCY VANZANDT MARIE]THERESE FRIERI DONALD SMITH ELLEN OWENS JUDY O'ROURKE CHERYL GUILD DAVID J. IRISH MARY BETH IRISH DEBORAH WILBUR MARIE O'HORO HAROLD J. HOFFMEIER, JR. MARCIA KASPRZYK MARY PAT HARRIS ROSE PALMIERI ARTHUR STILWELL MISCHELLE SHATTUCK CAROL KENYON SHARON BOYD GREGORY BOOTH JAMES BLACKBURN STEPHANIE DYER RONALD GEORGE JOANNE RHODE DAVID LISCOMB DR. JOHN KOWALCZYK JOANNA GRECO RICHARD RIMA MARY ANN BARBARINO DAVE SEBASTIANELLI NICKI FRENCH JAMES WARREN NAT THOMAS JOSEPH ZIFCHOCK RANDY SCHAAL GORDON EYER JAMES CANNON WALTER J. HOGAN GEOFFREY DOYLE JILL ABDALLAH CYNTHIA LACKI SHELLEY WINTERS DAVID HIRTLE ROBERT KLEPPANG POLLY SULLIVAN PATRICIA CAMPANELLA ANNE TOWNSEND MARY ANNE VANDENBURGH DOROTHY WHEELER MIKE OSTRANDER DAVE MILLER DIANE DEARBORN MARY MULLER ROBERT DESIO MARY JO HEBERT ANGELO DEFELIPPO, III BARBARA KANIA JOHN DE SANTO NANCY COOKE ANNE MARIE LOCKHART DANIEL MARTINDALE LORI MARTINDALE ROSE MARY CELLA DONALD GEER LORRAINE COSTELLO SHARON RUSSITANO JOANNE GRANT MAUREEN DART SUSAN LUCAS DENISE GRENIER PETERSON STEVE DROBYSH SUSAN MILLER ROBERT J. BOENING SHEREE CROSS JEROME ISAACS AL TURK IDA RIOS LAURA KEARINS SAUNDRA GUMEROVE HOWARD JURIST EDWARD LEAHY SHARYN VAN REEPINGHEN RICHARD SIROTA AUDREY TARANTINO JOSEPH DEL BROCCOLO KENNETH WALKER DIAN CIFUNI NELVA TUREK ROSA RODRIGUEZ JOSEPH CASSARINI NEW DIMENSIONS IN LIVING INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 141567022 SERVICE PROVIDER NY 501(C)(3) LINE 12B, II NYSARC INC MONTGOMERY COUNTY CHAPTER 1 LIBERTY FOUNDATION INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 141759246 FUNDRAISING NY 501(C)(3) LINE 1 NYSARC INC MONTGOMERY COUNTY CHAPTER 1 CHOICES FOR COMMUNITY LIVING INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 743065575 SERVICE PROVIDER NY 501(C)(3) LINE 11 NYSARC INC MONTGOMERY COUNTY CHAPTER 1 CHOICES FOR COMMUNITY LIVING - DELAWARE INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 010779341 SERVICE PROVIDER DE 501(C)(3) LINE 11 CHOICES FOR COMMUNITY LIVING INC 0 CHOICES FOR COMMUNITY LIVING - NEW JERSEY INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 134258565 SERVICE PROVIDER NJ 501(C)(3) LINE 11 CHOICES FOR COMMUNITY LIVING INC 0 CHOICES FOR COMMUNITY LIVING - OHIO INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 161634248 SERVICE PROVIDER OH 501(C)(3) LINE 11 CHOICES FOR COMMUNITY LIVING INC 0 CHOICES FOR SENIORS INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 264173417 PERSONAL ASSISTANCE NY CCL C 0 PRIORITY CARE NURSES REGISTRY LLC 43 LIBERTY DRIVE AMSTERDAM NY 12010 272147140 HOME CARE SERVICES NY CFS C 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 NEW DIMENSIONS IN LIVING INC K 48983 FMV NEW DIMENSIONS IN LIVING INC L 261096 FMV NEW DIMENSIONS IN LIVING INC O 59150 FMV LIBERTY FOUNDATION INC B 97883 FMV LIBERTY FOUNDATION INC O 59845 FMV CHOICES FOR COMMUNITY LIVING - DELAWARE INC L 449786 FMV CHOICES FOR COMMUNITY LIVING - DELAWARE INC E 137230 FMV CHOICES FOR COMMUNITY LIVING INC D 1371931 FMV CHOICES FOR SENIORS INC D 123305 FMV PRIORITY CARE NURSES REGISTRY LLC L 120330 FMV PRIORITY CARE NURSES REGISTRY LLC D 1811410 FMV NEW DIMENSIONS IN LIVING INC D 684515 FMV NEW DIMENSIONS IN LIVING INC B 334056 FMV LIBERTY FOUNDATION INC D 114014 FMV