HELEN KELLER SERVICES: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HELEN KELLER SERVICES (EIN 11-1630807)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-03
- IRS object ID
- 201821239349300537
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T10:53:11-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN KELLER SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARC FELDMAN CFO | InCareOfNm |
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 7185222122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WILLOUGHBY STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BRUNO | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7185222122 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.98.81.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26308920181235000032 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-05-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE057800E4A178E9AC3AFE9F4334FD4004F4CA47 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48C336AAB7D1DE8463E223BE15B361E384766368 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH F BRUNO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WILLOUGHBY STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $188,772,836 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HELENKELLER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1893 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE INDIVIDUALS WHO ARE BLIND, VISUALLY-IMPAIRED, DEAF-BLIND AND/OR HAVE COMBINED HEARING-VISION LOSS TO LIVE, WORK AND THRIVE IN THEIR COMMUNITY OF CHOICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 468 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $13,880,779 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,238,252 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,018,059 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,686,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,483,534 | PYInvestmentIncomeAmt |
| CY Investment Income | $53,127,862 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,134,806 | PYOtherRevenueAmt |
| CY Other Revenue | $402,751 | CYOtherRevenueAmt |
| PY Total Revenue | $26,517,178 | PYTotalRevenueAmt |
| CY Total Revenue | $79,455,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $239,843 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $194,684 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,014,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,340,550 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $681,643 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,385,936 | PYOtherExpensesAmt |
| CY Other Expenses | $7,335,876 | CYOtherExpensesAmt |
| PY Total Expenses | $29,640,197 | PYTotalExpensesAmt |
| CY Total Expenses | $29,871,110 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,123,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,584,671 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,120,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,871,372 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,904,364 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,960,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,216,627 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,910,654 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENABLE INDIVIDUALS WHO ARE BLIND, VISUALLY-IMPAIRED, DEAF-BLIND AND/OR HAVE COMBINED HEARING-VISION LOSS TO LIVE, WORK AND THRIVE IN THEIR COMMUNITY OF CHOICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $15,034,014 | ExpenseAmt |
| Grant | $194,684 | GrantAmt |
| Revenue | $3,749,469 | RevenueAmt |
| Desc | HELEN KELLER SERVICES OPERATES HELEN KELLER NATIONAL CENTER FOR DEAF-BLIND YOUTHS AND ADULTS (HKNC). (SEE SCHEDULE O) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,983,243 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,167,280 | RevenueAmt |
| Desc | COMPREHENSIVE REHABILITATION SERVICES - PROVIDES TRAINING IN SAFE TRAVEL, DAILY LIVING SKILLS, BRAILLE, VOCATIONAL ASSESSMENT AND JOB PLACEMENT AND SOCIAL SUPPORT. 753 persons received low vision services and 1,116 received habilitation services. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,667,711 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,654,111 | RevenueAmt |
| Desc | DAY HABILITATION SERVICES - provides individualized training and habilitation to developmentally disabled adults. The program emphasis is on developing skills that lead to greater independence, community integration and exposure to community resources and activities. Delivered 16,000 days of program services to approximately 80 individuals. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,332,280 | $0 | $2,000,880 | BLIND CHILDREN PROGRAM |
| $661,457 | $0 | $739,313 | RESIDENTIAL |
| $463,081 | $0 | $306,839 | LOW VISION |
| $304,648 | $0 | $0 | ASSISTIVE TECHNOLOGY |
| $153,752 | $0 | $63,050 | SUMMER CAMP |
| $42,649 | $0 | $5,974 | SUPPORTED EMPLOYMENT SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,957,867 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,116,056 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,642,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 468 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC FELDMAN CFO | PersonNm |
| Phone | 7185222122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WILLOUGHBY STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER D MAHER | |||||||||
| CHAIRMAN | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD T ARKWRIGHT | |||||||||
| VICE CHAIRMAN | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN R CAUGHEY CPA | |||||||||
| TREASURER | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALVIN ADELMAN ESQ | |||||||||
| SECRETARY | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B ALPERIN MD | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY BARONCI FROM 1116 | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SETH CUMMINS | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MIRIAM CYRULNIK | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD K DZWLEWICZ | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HABEN GIRMA | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STELLA GUARNA | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY HETT | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEITH HUTCHINSON FROM 617 | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LARRY KINITSKY | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KLANCIK FROM 617 | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANK LAROCCA | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DIANA L NICHOLSON ESQ | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANK SIRACUSA | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP F STENGER | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PROCTOR N WONG | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F BRUNO | |||||||||
| PRESIDENT/CEO | 35.0 | 0.0 | Yes (X) | $217,622 | $0 | $19,233 | |||
| MARC FELDMAN | |||||||||
| CFO | 35.0 | 0.0 | Yes (X) | $191,149 | $0 | $14,880 | |||
| LORRAINE MUZIO | |||||||||
| PROGRAMS DIRECTOR OPWDD | 35.0 | 0.0 | $188,233 | $0 | $24,876 | Yes (X) | |||
| FRANK PRIMEGGIA | |||||||||
| MANAGING DIR. - REHAB SERVICES | 35.0 | 0.0 | $149,065 | $0 | $10,729 | Yes (X) | |||
| SUSAN RUZENSKI | |||||||||
| PROGRAM DIRECTOR | 35.0 | 0.0 | $145,655 | $0 | $19,210 | Yes (X) | |||
| WILLIAM DALE | |||||||||
| DIRECTOR REHAB - LONG ISLAND | 35.0 | 0.0 | $130,617 | $0 | $17,143 | Yes (X) | |||
| BARRY NEGRI | |||||||||
| DIRECTOR OF ACCOUNTING | 35.0 | 0.0 | $129,664 | $0 | $10,315 | Yes (X) | |||
| THOMAS J EDWARDS THRU 116 | |||||||||
| PRES/CEO (CONSULTANT FR. 2/16) | 35.0 | 0.0 | $232,115 | $0 | $664 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,384,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,050 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXCLUSIVE AMBULETTE SERVICE | |||||
| 431 BEACH 20TH STREET | FAR ROCKAWAY | NY | 11691 | CLIENT TRANSPORT. | $396,006 |
| EXECUTIVE CLEANING SERVICES | |||||
| 460 NEW YORK AVENUE | HUNTINGTON | NY | 11743 | FACILITIES CLEANING | $234,332 |
| LISS CONSULTING | |||||
| 3000 MARCUS AVENUE SUITE 2W1 | NEW HYDE PARK | NY | 11042 | IT SUPPORT | $187,946 |
| BDO USA LLP | |||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | AUDIT & TAX | $149,500 |
| MINDSHIFT TECHNOLOGIES INC | |||||
| 45610 WOODLAND ROAD SUITE 200 | STERLING | VA | 20166 | IT SUPPORT | $135,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $182,296 | FundraisingAmt |
| Government Grants | $13,256,985 | GovernmentGrantsAmt |
| All Other Contributions | $798,971 | AllOtherContributionsAmt |
| Total Contributions | $14,238,252 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING FEES AND ALLOWANCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,686,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,686,916 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,686,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900,429 | TotalRevenueColumnAmt |
| Exclusion | $900,429 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,162,563 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $885,975 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $276,588 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $276,588 | TotalRevenueColumnAmt |
| Exclusion | $276,588 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,588,981 | SecuritiesAmt |
| Other | $52,991,231 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,328,974 | SecuritiesAmt |
| Other | $1,023,805 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,007 | SecuritiesAmt |
| Other | $51,967,426 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,227,433 | TotalRevenueColumnAmt |
| Exclusion | $52,227,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $78,301 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $182,296 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $78,301 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $126,163 | TotalRevenueColumnAmt |
| Exclusion | $126,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $126,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,455,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,686,916 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $53,530,613 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,684 | TotalAmt |
| Program Services | $194,684 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,486 | TotalAmt |
| Management And General | $462,679 | ManagementAndGeneralAmt |
| Fundraising | $26,807 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $56,714 | ManagementAndGeneralAmt |
| Fundraising | $3,286 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,984,955 | TotalAmt |
| Program Services | $12,440,907 | ProgramServicesAmt |
| Management And General | $1,460,980 | ManagementAndGeneralAmt |
| Fundraising | $83,068 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,806,657 | TotalAmt |
| Program Services | $2,458,355 | ProgramServicesAmt |
| Management And General | $326,269 | ManagementAndGeneralAmt |
| Fundraising | $22,033 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,968,189 | TotalAmt |
| Program Services | $3,482,357 | ProgramServicesAmt |
| Management And General | $462,781 | ManagementAndGeneralAmt |
| Fundraising | $23,051 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,263 | TotalAmt |
| Program Services | $908,596 | ProgramServicesAmt |
| Management And General | $113,858 | ManagementAndGeneralAmt |
| Fundraising | $8,809 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,078 | TotalAmt |
| Management And General | $219,078 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,250 | TotalAmt |
| Management And General | $66,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,401 | TotalAmt |
| Program Services | $225,401 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,000 | TotalAmt |
| Management And General | $202,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,759,491 | TotalAmt |
| Program Services | $822,532 | ProgramServicesAmt |
| Management And General | $936,959 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,107 | TotalAmt |
| Management And General | $3,107 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,293 | TotalAmt |
| Program Services | $344,019 | ProgramServicesAmt |
| Management And General | $426,764 | ManagementAndGeneralAmt |
| Fundraising | $19,510 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,272 | TotalAmt |
| Program Services | $563,136 | ProgramServicesAmt |
| Management And General | $826,136 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,042 | TotalAmt |
| Program Services | $1,020,761 | ProgramServicesAmt |
| Management And General | $21,139 | ManagementAndGeneralAmt |
| Fundraising | $2,142 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,831 | TotalAmt |
| Program Services | $14,234 | ProgramServicesAmt |
| Management And General | $2,138 | ManagementAndGeneralAmt |
| Fundraising | $459 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,984 | TotalAmt |
| Program Services | $1,584 | ProgramServicesAmt |
| Management And General | $1,400 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,358 | TotalAmt |
| Program Services | $308,205 | ProgramServicesAmt |
| Management And General | $221,153 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,216 | TotalAmt |
| Program Services | $346,465 | ProgramServicesAmt |
| Management And General | $79,751 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUILDING ALLOCATIONS | -$885,975 | $614,570 | -$1,535,193 | $34,648 |
| FUNDRAISING EXP. ALLOCATED | -$447,508 | $447,508 | ||
| OUTSIDE SERVICES | $364,329 | $104,950 | $257,834 | $1,545 |
| CLEANING & SECURITY SERVICE | $230,754 | $230,754 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,445 | TotalAmt |
| Program Services | $792,079 | ProgramServicesAmt |
| Management And General | $151,589 | ManagementAndGeneralAmt |
| Fundraising | $8,777 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,871,110 | TotalAmt |
| Program Services | $24,642,835 | ProgramServicesAmt |
| Management And General | $4,546,632 | ManagementAndGeneralAmt |
| Fundraising | $681,643 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,860 | BOYAmt |
| EOY | $474,309 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,758,063 | BOYAmt |
| EOY | $53,633,803 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,901 | BOYAmt |
| EOY | $1,436,866 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,326,879 | BOYAmt |
| EOY | $2,934,397 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,908 | BOYAmt |
| EOY | $565,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,999,762 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,639,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,540,555 | BOYAmt |
| EOY | $3,360,761 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,702,944 | BOYAmt |
| EOY | $40,492,996 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,881 | BOYAmt |
| EOY | $973,223 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,120,991 | BOYAmt |
| EOY | $103,871,372 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,386,458 | BOYAmt |
| EOY | $2,967,581 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,467 | BOYAmt |
| EOY | $248,068 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,633,439 | BOYAmt |
| EOY | $19,745,069 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,904,364 | BOYAmt |
| EOY | $22,960,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,900,365 | BOYAmt |
| EOY | $76,491,090 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,224 | BOYAmt |
| EOY | $1,757,146 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,038 | BOYAmt |
| EOY | $2,662,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,216,627 | BOYAmt |
| EOY | $80,910,654 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,120,991 | BOYAmt |
| EOY | $103,871,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $49,584,671 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,243,036 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,866,320 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,087,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,319,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,925,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,880,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,238,252 | CurrentTaxYearAmt |
| Total | $69,451,517 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,087,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,319,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,925,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,880,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,238,252 | CurrentTaxYearAmt |
| Total | $69,451,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,454,624 | SubstantialContributorsTotAmt |
| Public Support Total170 | $66,996,893 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,088,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,124,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,005,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,838,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,177,017 | CurrentTaxYearAmt |
| Total | $9,235,189 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $176,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,163 | CurrentTaxYearAmt |
| Total | $660,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,347,333 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,764,697 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84435 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82003 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $225,401 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $225,401 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,964,066 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,189,467 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $231,646 | CurrentYearMinus3Amt |
| Current Year Minus2 | $249,728 | CurrentYearMinus2Amt |
| Current Year Minus1 | $244,773 | CurrentYearMinus1Amt |
| Current Year | $225,401 | CurrentYearAmt |
| Total | $951,548 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,450,435 | BeginningYearBalanceAmt |
| Contributions | $50,360,090 | ContributionsAmt |
| Investment Earnings Or Losses | $4,044,712 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $88,855,237 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,651,751 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,816,838 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,384,478 | OtherExpendituresAmt |
| End Year Balance | $34,450,435 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,441,430 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,359,846 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,149,525 | OtherExpendituresAmt |
| End Year Balance | $38,651,751 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,905,648 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,875,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,340,103 | OtherExpendituresAmt |
| End Year Balance | $38,441,430 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,015,405 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,223,098 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,332,855 | OtherExpendituresAmt |
| End Year Balance | $35,905,648 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $412,000 | OtherCostOrOtherBasisAmt |
| Book Value | $412,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,533,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,964,037 | DepreciationAmt |
| Book Value | $2,569,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,054,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,674,964 | DepreciationAmt |
| Book Value | $379,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,360,761 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $165,523 |
| DUE TO OTHER FUNDS | $275,147 |
| FUNDS HELD IN TRUST FOR EMPLOY | $49,308 |
| ACCRUED PENSION OBLIGATION | $19,255,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,745,069 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $83,698,817 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,243,036 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,243,036 | RevenueNotReportedAmt |
| Revenue Subtotal | $79,455,781 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $79,455,781 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,871,110 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $29,871,110 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $29,871,110 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A STREAM OF RETURNS THAT WOULD BE UTILIZED TO FUND VARIOUS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| PART X, LINE 2: | Helen Keller Services adopted the provisions of ASC 740, "Accounting for Uncertainty in Income Taxes". Under ASC 740, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained. The implementation of ASC 740 had no impact on the organization's financial statements. The organization does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed Internal Revenue Service Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended June 30, 2017, there was no interest or penalties recorded or included in the statement of activities. As of June 30, 2017, the years still subject to examination by a taxing authority are 2014 through 2016. |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd |
|---|---|
| RICHARD KEARNS CONSULTING | |
| CONSULTING | false |
| HOLMAN CONSULTING | |
| CONSULTING | false |
| SHARON CAMLIC | |
| CONSULTING | false |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $260,597 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,296 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $78,301 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $78,301 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $260,597 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $182,296 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $78,301 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $78,301 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $78,301 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SUPPLIES FOR VISUALLY IMPAIRED/BLIND/DEAF-BLIND | GrantTypeTxt |
| Recipient | 89 | RecipientCnt |
| Non Cash Assistance | $194,684 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | AIDS & DEVICES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | The Helen Keller Case Management staff monitors the eligibility of consumers to receive the Aids and Devices as does the sponsoring State Agency of that consumer. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH F BRUNO | ||||||||||||||
| PRESIDENT/CEO | $217,622 | $0 | $0 | $0 | $0 | $0 | $17,733 | $0 | $1,500 | $0 | $236,855 | $0 | $0 | $0 |
| THOMAS J EDWARDS THRU 116 | ||||||||||||||
| PRES/CEO (CONSULTANT FR. 2/16) | $132,115 | $0 | $100,000 | $0 | $0 | $0 | $664 | $0 | $0 | $0 | $232,779 | $0 | $0 | $0 |
| MARC FELDMAN | ||||||||||||||
| CFO | $183,416 | $0 | $0 | $0 | $7,733 | $0 | $13,680 | $0 | $1,200 | $0 | $206,029 | $0 | $0 | $0 |
| LORRAINE MUZIO | ||||||||||||||
| PROGRAMS DIRECTOR OPWDD | $155,212 | $0 | $0 | $0 | $33,021 | $0 | $13,238 | $0 | $11,638 | $0 | $213,109 | $0 | $0 | $0 |
| FRANK PRIMEGGIA | ||||||||||||||
| MANAGING DIR. - REHAB SERVICES | $133,267 | $0 | $0 | $0 | $15,798 | $0 | $9,329 | $0 | $1,400 | $0 | $159,794 | $0 | $0 | $0 |
| SUSAN RUZENSKI | ||||||||||||||
| PROGRAM DIRECTOR | $145,655 | $0 | $0 | $0 | $0 | $0 | $10,200 | $0 | $9,010 | $0 | $164,865 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | THOMAS J. EDWARDS, PRESIDENT/CEO, BONUS AND INCENTIVE COMPENSATION WAS NOT PURSUANT TO ANY CONTRACTUAL OBLIGATION. MR. EDWARDS COMPENSATION WAS BOARD APPROVED BASED ON EVALUATION OF PERFORMANCE AND 6 YEARS OF SERVICE AS PRESDIENT/CEO. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RICHARD T ARKWRIGHT | |||
| BOARD VICE CHAIRMAN | $202,000 | SEE PART V | false |
| DIANA NICHOLSON ESQ | |||
| BOARD TRUSTEE | $101,000 | SEE PART V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV: | FormAndLineReferenceDesc |
| Explanation | RICHARD T. ARKWRIGHT, BOARD VICE CHAIRMAN, WAS AN EXECUTIVE AT AN INVESTMENT MANAGEMENT FIRM WHICH PROVIDES INVESTMENT AND CONSULTING SERVICES TO THE ORGANIZATION. THESE SERVICES AMOUNTED TO $202,000. DIANA NICHOLSON, ESQ., BOARD TRUSTEE, OPERATED AS A PARTNER OF A LEGAL FIRM THAT PROVIDED LEGAL AND CONSULTING SERVICES TO THE ORGANIZATION. THESE SERVICES AMOUNTED TO $101,000. THE ENTIRE BOARD OF TRUSTEES IS AWARE OF THE RELATIONSHIPS THAT EXIST. ALSO, THESE INDIVIDUALS DO EXCUSE THEMSELVES FROM ANY VOTE CONCERNING THESE TRANSACTIONS. FINALLY, THE CHARGES FOR SERVICES REFLECT FAIR MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A: | HELEN KELLER NATIONAL CENTER FOR DEAF-BLIND YOUTHS AND ADULTS (HKNC) ENABLES EACH PERSON WHO IS DEAF-BLIND TO LIVE AND WORK IN THE COMMUNITY OF THEIR CHOICE. TO ACCOMPLISH THIS, THE CENTER HAS DEVELOPED PROGRAMS THAT PROVIDE SERVICES TO DEAF-BLIND PEOPLE, THEIR FAMILIES AND THE PROFESSIONALS SERVING THEM IN ALL FIFTY STATES. IN ADDITION TO THE REHAB TRAINING PROGRAM HOUSED AT THE CENTER'S HEADQUARTERS IN SANDS POINT, NY WHICH PROVIDED VOCATIONAL AND INDEPENDENT LIVING SKILLS TRAINING TO 156 YOUNG ADULTS AND ADULTS, HKNC HAS TEN REGIONAL OFFICES ACROSS THE COUNTRY WHICH OFFER TECHNICAL ASSISTANCE, INFORMATION AND REFERRAL, CONSULTATION AND TRAINING. COLLECTIVELY, THE REGIONAL OFFICES SERVED 1,339 INDIVIDUALS, 383 FAMILIES AND 1,126 AGENCIES THIS YEAR. |
| FORM 990, PART VI, SECTION A, LINE 8B: | MINUTES ARE MAINTAINED FOR THE OPERATIONS COMMITTEE, AUDIT COMMITTEE, INVESTMENT COMMITTEE, DEVELOPMENT COMMITTEE, PROPERTIES COMMITTEE AND EXECUTIVE COMMITTEE BUT NOT FOR OTHER COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE CFO DOES A DETAILED AND CONSCIENTIOUS REVIEW OF FORM 990 AND VERIFIES ITS ACCURACY INCLUDING A COMPARISON TO THE PRIOR YEAR. A COPY OF DRAFT FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES AND ALL QUESTIONS, CONCERNS, ETC. OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C: | CONFLICT OF INTEREST POLICY IS PROVIDED TO BOARD MEMBERS PRIOR TO APPOINTMENT, AND OFFICERS AND KEY EMPLOYEES PRIOR TO HIRE AND ANNUALLY. THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | EXECUTIVE COMMITTEE (ALL INDEPENDENT PERSONS) OF THE BOARD OF TRUSTEES SERVE AS COMPENSATION COMMITTEE TO REVIEW AND APPROVE COMPENSATION ON AN ANNUAL BASIS USING COMPARABILITY DATA AND PERFORMANCE INFORMATION FOR THE PRESIDENT/CEO OF THE AGENCY. PRESIDENT/CEO AND EXECUTIVE COMMITTEE (ALL INDEPENDENT PERSONS) OF THE BOARD OF TRUSTEES SERVE AS COMPENSATION COMMITTEE TO REVIEW AND APPROVE COMPENSATION ON AN ANNUAL BASIS USING COMPARABILITY DATA AND PERFORMANCE INFORMATION FOR KEY EMPLOYEES OF THE AGENCY. |
| 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 ON ITS OWN WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN UNFUNDED PENSION OBLIGATION |