2018-05-03T10:53:11-05:00 2017-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2016-07-01 111630807 HELEN KELLER SERVICES % MARC FELDMAN CFO HELE 7185222122 57 WILLOUGHBY STREET BROOKLYN NY 11201 JOSEPH BRUNO PRESIDENT & CEO 7185222122 2018-05-02 true Paul Hammerschmidt P01384178 2128858000 24.98.81.75 26308920181235000032 2018-05-03 P EE057800E4A178E9AC3AFE9F4334FD4004F4CA47 48C336AAB7D1DE8463E223BE15B361E384766368 2016 2021-01-29 14:40:06Z JOSEPH F BRUNO 57 WILLOUGHBY STREET BROOKLYN NY 11201 188772836 false X WWW.HELENKELLER.ORG X 1893 NY 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. 20 18 468 80 0 13880779 14238252 10018059 11686916 1483534 53127862 1134806 402751 26517178 79455781 239843 194684 0 0 22014418 22340550 0 0 681643 7385936 7335876 29640197 29871110 -3123019 49584671 50120991 103871372 28904364 22960718 21216627 80910654 X 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. false false 15034014 194684 3749469 HELEN KELLER SERVICES OPERATES HELEN KELLER NATIONAL CENTER FOR DEAF-BLIND YOUTHS AND ADULTS (HKNC). (SEE SCHEDULE O) 2983243 0 2167280 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. 2667711 0 2654111 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. 2332280 0 2000880 BLIND CHILDREN PROGRAM 661457 0 739313 RESIDENTIAL 463081 0 306839 LOW VISION 304648 0 0 ASSISTIVE TECHNOLOGY 153752 0 63050 SUMMER CAMP 42649 0 5974 SUPPORTED EMPLOYMENT SERVICES 3957867 0 3116056 24642835 true true false true false false false false false true true false false false true true true false false false false false false false true false false false true true false false false false false false false true false false false false false false false false false true 102 0 true 468 true false false false false false true true false false false false X 20 18 false false false false false false false true false false true true true true true true true true false false false AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X MARC FELDMAN CFO 7185222122 57 WILLOUGHBY STREET BROOKLYN NY 11201 X CHRISTOPHER D MAHER CHAIRMAN 3.0 0.0 X X 0 0 0 RICHARD T ARKWRIGHT VICE CHAIRMAN 3.0 0.0 X X 0 0 0 JOHN R CAUGHEY CPA TREASURER 3.0 0.0 X X 0 0 0 ALVIN ADELMAN ESQ SECRETARY 3.0 0.0 X X 0 0 0 ROBERT B ALPERIN MD TRUSTEE 3.0 0.0 X 0 0 0 ANTHONY BARONCI FROM 1116 TRUSTEE 3.0 0.0 X 0 0 0 SETH CUMMINS TRUSTEE 3.0 0.0 X 0 0 0 MIRIAM CYRULNIK TRUSTEE 3.0 0.0 X 0 0 0 RICHARD K DZWLEWICZ TRUSTEE 3.0 0.0 X 0 0 0 HABEN GIRMA TRUSTEE 3.0 0.0 X 0 0 0 STELLA GUARNA TRUSTEE 3.0 0.0 X 0 0 0 GARY HETT TRUSTEE 3.0 0.0 X 0 0 0 KEITH HUTCHINSON FROM 617 TRUSTEE 3.0 0.0 X 0 0 0 LARRY KINITSKY TRUSTEE 3.0 0.0 X 0 0 0 JAMES KLANCIK FROM 617 TRUSTEE 3.0 0.0 X 0 0 0 FRANK LAROCCA TRUSTEE 3.0 0.0 X 0 0 0 DIANA L NICHOLSON ESQ TRUSTEE 3.0 0.0 X 0 0 0 FRANK SIRACUSA TRUSTEE 3.0 0.0 X 0 0 0 PHILIP F STENGER TRUSTEE 3.0 0.0 X 0 0 0 PROCTOR N WONG TRUSTEE 3.0 0.0 X 0 0 0 JOSEPH F BRUNO PRESIDENT/CEO 35.0 0.0 X 217622 0 19233 MARC FELDMAN CFO 35.0 0.0 X 191149 0 14880 LORRAINE MUZIO PROGRAMS DIRECTOR OPWDD 35.0 0.0 X 188233 0 24876 FRANK PRIMEGGIA MANAGING DIR. - REHAB SERVICES 35.0 0.0 X 149065 0 10729 SUSAN RUZENSKI PROGRAM DIRECTOR 35.0 0.0 X 145655 0 19210 WILLIAM DALE DIRECTOR REHAB - LONG ISLAND 35.0 0.0 X 130617 0 17143 BARRY NEGRI DIRECTOR OF ACCOUNTING 35.0 0.0 X 129664 0 10315 THOMAS J EDWARDS THRU 116 PRES/CEO (CONSULTANT FR. 2/16) 35.0 0.0 X 232115 0 664 1384120 0 117050 18 true true false EXCLUSIVE AMBULETTE SERVICE 431 BEACH 20TH STREET FAR ROCKAWAY NY 11691 CLIENT TRANSPORT. 396006 EXECUTIVE CLEANING SERVICES 460 NEW YORK AVENUE HUNTINGTON NY 11743 FACILITIES CLEANING 234332 LISS CONSULTING 3000 MARCUS AVENUE SUITE 2W1 NEW HYDE PARK NY 11042 IT SUPPORT 187946 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 AUDIT & TAX 149500 MINDSHIFT TECHNOLOGIES INC 45610 WOODLAND ROAD SUITE 200 STERLING VA 20166 IT SUPPORT 135900 9 182296 13256985 798971 14238252 TRAINING FEES AND ALLOWANCES 900099 11686916 11686916 11686916 900429 900429 0 0 1162563 885975 276588 0 276588 276588 107588981 52991231 107328974 1023805 260007 51967426 52227433 52227433 78301 182296 78301 0 0 0 0 0 0 MISCELLANEOUS 900099 126163 126163 126163 79455781 11686916 53530613 0 194684 194684 0 0 489486 462679 26807 60000 56714 3286 13984955 12440907 1460980 83068 2806657 2458355 326269 22033 3968189 3482357 462781 23051 1031263 908596 113858 8809 0 219078 219078 66250 66250 225401 225401 0 202000 202000 1759491 822532 936959 3107 3107 790293 344019 426764 19510 0 0 1389272 563136 826136 1044042 1020761 21139 2142 0 16831 14234 2138 459 2984 1584 1400 0 529358 308205 221153 426216 346465 79751 BUILDING ALLOCATIONS -885975 614570 -1535193 34648 FUNDRAISING EXP. ALLOCATED -447508 447508 OUTSIDE SERVICES 364329 104950 257834 1545 CLEANING & SECURITY SERVICE 230754 230754 952445 792079 151589 8777 29871110 24642835 4546632 681643 940860 474309 2758063 53633803 926901 1436866 2326879 2934397 0 0 0 0 0 0 0 0 493908 565017 26999762 23639001 4540555 3360761 37702944 40492996 0 0 0 0 0 0 430881 973223 50120991 103871372 3386458 2967581 0 0 819467 248068 65000 0 0 0 0 0 0 0 0 0 24633439 19745069 28904364 22960718 X 16900365 76491090 1759224 1757146 2557038 2662418 21216627 80910654 50120991 103871372 X 49584671 4243036 5866320 X false true X true true true X 16087775 11319190 13925521 13880779 14238252 69451517 0 0 16087775 11319190 13925521 13880779 14238252 69451517 2454624 66996893 2088810 2124587 2005996 1838779 1177017 9235189 0 165596 176033 75483 117352 126163 660627 79347333 50764697 0.84435 0.82003 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225401 225401 28964066 29189467 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 231646 249728 244773 225401 951548 250000 250000 250000 250000 1000000 1500000 34450435 50360090 4044712 88855237 38651751 -1816838 2384478 34450435 38441430 2359846 2149525 38651751 35905648 3875885 1340103 38441430 35015405 2223098 1332855 35905648 0.97000 0.03000 false false 412000 412000 20533131 17964037 2569094 6054631 5674964 379667 3360761 0 REFUNDABLE DEPOSITS 165523 DUE TO OTHER FUNDS 275147 FUNDS HELD IN TRUST FOR EMPLOY 49308 ACCRUED PENSION OBLIGATION 19255091 19745069 X 83698817 4243036 4243036 79455781 79455781 29871110 29871110 29871110 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. RICHARD KEARNS CONSULTING CONSULTING false HOLMAN CONSULTING CONSULTING false SHARON CAMLIC CONSULTING false GOLF OUTING 260597 182296 78301 78301 0 260597 182296 78301 78301 78301 true SUPPLIES FOR VISUALLY IMPAIRED/BLIND/DEAF-BLIND 89 194684 FMV AIDS & DEVICES PART I, LINE 2: 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. X X X false false false false false false false true false JOSEPH F BRUNO PRESIDENT/CEO 217622 0 0 0 0 0 17733 0 1500 0 236855 0 0 0 THOMAS J EDWARDS THRU 116 PRES/CEO (CONSULTANT FR. 2/16) 132115 0 100000 0 0 0 664 0 0 0 232779 0 0 0 MARC FELDMAN CFO 183416 0 0 0 7733 0 13680 0 1200 0 206029 0 0 0 LORRAINE MUZIO PROGRAMS DIRECTOR OPWDD 155212 0 0 0 33021 0 13238 0 11638 0 213109 0 0 0 FRANK PRIMEGGIA MANAGING DIR. - REHAB SERVICES 133267 0 0 0 15798 0 9329 0 1400 0 159794 0 0 0 SUSAN RUZENSKI PROGRAM DIRECTOR 145655 0 0 0 0 0 10200 0 9010 0 164865 0 0 0 PART I, LINE 7: 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. RICHARD T ARKWRIGHT BOARD VICE CHAIRMAN 202000 SEE PART V false DIANA NICHOLSON ESQ BOARD TRUSTEE 101000 SEE PART V false PART IV: 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. 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