2017-09-18T13:43:20-05:00 2016-12-31 271728945 PKF O'CONNOR DAVIES LLP 32 FOSTERTOWN RD NEWBURGH NY 12550 990 2016-01-01 132893548 SEARCH FOR CHANGE INC SEAR 9144285600 115 EAST STEVEN AVENUE NO 203 VALHALLA NY 10595 ASHLEY BRODY CEO 9144285600 2017-09-15 1 GARRETT M HIGGINS P00543209 8455655400 2017-09-15 65.51.112.58 2017-09-15 16:47:34 ED P 8F3E04F861F0216E32497907D09A877E57DED22A 45D10729E84C80409783239EA0C370A8A08632B7 2016 2021-01-29 14:40:06Z ASHLEY BRODY 115 EAST STEVEN AVENUE NO 203 VALHALLA NY 10595 8926532 0 X SEARCHFORCHANGE.ORG X 1975 NY HELP EMOTIONALLY DISABLED INDIVIDUALS RE-ENTER SOCIETY AND PROVIDE HOUSING & SUPPORT AS WELL AS VOCATIONAL TRAINING. 12 12 195 14 0 0 2227367 3220734 6202208 5095772 12453 19005 312681 591021 8754709 8926532 0 0 0 0 4725648 4570788 0 0 0 3724927 3818028 8450575 8388816 304134 537716 4647760 5094176 2651339 2560039 1996421 2534137 X DEDICATED TO IMPROVING THE QUALITY OF LIFE AND INCREASING THE SELF SUFFICIENCY OF INDIVIDUALS WITH EMOTIONAL, SOCIAL AND ECONOMIC BARRIERS. THIS IS ACCOMPLISHED BY PROVIDING DIRECT SUPPORT AND ASSISTANCE NEEDED TO ENABLE INDIVIDUALS TO REACH THEIR FULL POTENTIAL. COMMITTED TO ASSISTING PEOPLE WITH MENTAL ILLNESS IN THEIR QUEST FOR DIGNITY AND INDEPENDENCE. TEACH THE SKILLS TO CHOOSE, OBTAIN AND MAINTAIN DESIRABLE HOUSING, MEANINGFUL EMPLOYMENT, HIGHER EDUCATION AND PRODUCTIVE RELATIONSHIPS WITH FAMILY AND FRIENDS. 0 0 4064244 5095772 COMMUNITY RESIDENCE AND APARTMENT TREATMENT PROGRAMA GROUP-LIVING DESIGNED RESIDENTIAL PROGRAM THAT FOCUSES ON REHABILITATION OF SERIOUSLY MENTALLY ILL ADULTS. THE PROGAM IS DESIGNED TO TEACH THE CLIENTS THE SKILLS NECESSARY TO LIVE IN A MORE INDEPENDENT SETTING. THIS PROGRAM SERVED AN AVERAGE OF 117 CLIENTS IN 2016. THE TOTAL NUMBER OF CLIENTS SERVED WAS 161 IN 2016. 2361214 0 SUPPORTED HOUSING APARTMENTSTHE OBJECTIVE OF THE PROGRAM IS TO ASSIST INDIVIDUALS IN LOCATING AND SECURING HOUSING OF THEIR CHOICE AND IN ACCESSING THE SUPPORTS NECESSARY TO LIVE SUCCESSFULLY IN THE COMMUNITY. THE SUPPORTED HOUSING PROGRAM ASSISTED AN AVERAGE OF 161 CLIENTS IN 2016. 718826 0 VOCATIONAL PROGRAMTHE OBJECTIVE OF THIS PROGRAM IS TO ASSIST ADULTS WITH DISABILITIES TO PREPARE FOR, CHOOSE, AND MAINTAIN COMPETITIVE EMPLOYMENT. IN 2016, THE VOCATIONAL PROGRAM SERVED A TOTAL OF 174 INDIVIDUALS IN NEW YORK AND CONNECTICUT. THE PROGRAM HAD A PLACEMENT RATE OF 51% OF THE CLIENTS SERVED ALL OVER FIVE COUNTIES. 77% OF THE CLIENTS SERVED MAINTAINED THEIR JOB FOR GREATER THAN THREE MONTHS. 7144284 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 37 0 195 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X THOMAS WATSON CFO 9145284600 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 KENNETH KRUGER CHAIRPERSON 0.50 1.50 X X 0 0 0 VALERIE MAZIARZ VICE CHAIRPERSON 0.50 1.50 X X 0 0 0 COURTNEY DARTS SECRETARY 0.50 1.50 X X 0 0 0 KIM PAGAN TREASURER 0.50 1.50 X X 0 0 0 PETER ATHAN DIRECTOR 0.50 1.50 X 0 0 0 ELIZABETH HUDAK ESQ DIRECTOR, THRU 9/14/16 0.50 1.50 X 0 0 0 GARY KARVELIS DIRECTOR 0.50 1.50 X 0 0 0 JOEL FREYER DIRECTOR 0.50 1.50 X 0 0 0 AGUEDA ARNIELLA DIRECTOR, THRU 9/14/16 0.50 1.50 X 0 0 0 PATRICIA LIMPERT DIRECTOR 0.50 1.50 X 0 0 0 PATRICIA REILLY DIRECTOR 0.50 1.50 X 0 0 0 DOUGLAS WHIKEHART DIRECTOR 0.50 1.50 X 0 0 0 GUY FESSENDEN DIRECTOR 0.50 1.50 X 0 0 0 PAUL OLSON DIRECTOR 0.50 1.50 X 0 0 0 THOMAS WATSON FINANCE DIRECTOR 36.00 1.50 X 105333 0 33958 ASHLEY BRODY CEO 36.00 1.50 X 127348 0 26670 232681 0 60628 2 0 1 0 0 3220734 3220734 MEDICAID FEES 623990 3713676 3713676 SOCIAL SECURITY FEES 623990 1382096 1382096 5095772 5305 5305 13700 0 13700 13700 13700 MISCELLANEOUS INCOME 900099 591021 591021 591021 8926532 5095772 0 610026 293309 248563 44746 3341785 2831978 509807 133412 106657 26755 458028 390800 67228 344254 293538 50716 6660 6660 46000 46000 359990 241237 118753 2123111 2030178 92933 131210 126399 4811 3680 1349 2331 133062 92599 40463 76821 39483 37338 FOOD 334494 332134 2360 EQUIPMENT PURCHASES & R 281119 266618 14501 BAD DEBT EXPENSE 162498 162498 CLIENT ACTIVITIES 94934 94934 64449 47817 16632 8388816 7144284 1244532 0 980207 2074258 83705 40419 665159 482132 1083944 570577 328795 310462 1076780 790840 286047 285940 1219903 1330388 4647760 5094176 629759 481946 1480002 1702975 541578 375118 2651339 2560039 X 1996421 2534137 1996421 2534137 4647760 5094176 537716 0 X X 0 1 X 0 0 X 2098070 2076328 2204603 2227367 3220734 11827102 2098070 2076328 2204603 2227367 3220734 11827102 11827102 43 2 2253 5305 7603 120122 107901 112557 312681 591021 1244282 13078987 30056128 0.90430 0.94560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 120,122. 2013 AMOUNT: $ 107,901. 2014 AMOUNT: $ 112,557. 2015 AMOUNT: $ 312,681. 2016 AMOUNT: $ 591,021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3902 3405 497 207510 163616 43894 865368 623819 241549 285940 DUE FROM RELATED PARTIES 1246466 SECURITY DEPOSITS 83922 1330388 DUE TO GOVERNMENT AGENCIES 375118 375118 X 9027870 335085 335085 8692785 233747 233747 8926532 8510210 355141 355141 8155069 233747 233747 8388816 PART X, LINE 2: SFC RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT SFC HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. SFC IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTED TO RELATED COMPANIES PER CONSOLIDATED FINANCIAL STATEMENT 335,085. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 233,747. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXP. ATTRIBUTED TO RELATED COMPANIES PER CONSOLIDATED FINANCIAL STATEMENT 355,141. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 233,747. X X X 0 0 0 0 0 0 0 1 0 ASHLEY BRODY CEO 122348 0 5000 0 0 0 7043 0 19627 0 154018 0 0 0 PART I, LINE 7 ASHLEY BRODY RECEIVED A BOARD DISCRETIONARY BONUS OF $5,000, AND THOMAS WATSON RECEIVED A BOARD DISCRETIONARY BONUS OF $4,061; BOTH AMOUNTS WERE INCLUDED IN THEIR W-2S. FORM 990, PART VI, SECTION B, LINE 11B SEARCH FOR CHANGE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO THE SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ONE WEEK TO REVIEW THE PREPARED FORM 990 AND PROVIDE THEIR COMMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE COMPLIANCE OFFICER OR COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE REVIEW IS FINALIZED AND 990 APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS GIVEN TO EACH INDIVIDUAL THAT SERVES ON THE BOARD OF DIRECTORS AS WELL THE EXECUTIVE DIRECTOR AND THE MANAGEMENT TEAM OF THE ORGANIZATION. TO ENFORCE COMPLIANCE, THE POLICY IS DISCUSSED ANNUALLY AT A BOARD OF DIRECTORS MEETING, AND THE DIRECTORS ARE REQUIRED TO SIGN A DISCLOSURE STATEMENT EXPLAINING ANY POTENTIAL CONFLICTS. DISCLOSURE INCLUDES POTENTIAL CONFLICTS INVOLVING PERSONAL, FAMILY OR BUSINESS RELATIONSHIPS. A COPY OF THE SIGNED CERTIFICATION AGREEING TO BE BOUND BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS RETURNED AND KEPT ON FILE BY THE SECRETARY OF THE BOARD OF DIRECTORS. IF A PERSON BECOMES AWARE THAT THEY MAY HAVE A CONFLICT, THEY MUST DISCLOSE IT IMMEDIATELY. IF IT IS DETERMINED THAT THE PERSON HAS A CONFLICT, THEN THEY MUST REFRAIN FROM PARTICIPATING IN ANY DISCUSSIONS OR TRANSACTIONS INVOLVING SUCH CONFLICT, OR IN A RELATED VOTE, OR TO BE PRESENT DURING SUCH DISCUSSION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW TAKES PLACE ANNUALLY. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTOR'S IN AN EXECUTIVE MEETING. PRIOR TO THE MEETING, THE FINANCE DIRECTOR COMPARES THE EXECUTIVE DIRECTOR'S SALARY TO SALARIES PAID TO EXECUTIVE DIRECTOR'S AT SIMILAR-SIZED ORGANIZATIONS TO ENSURE THAT THE COMPENSATION IS IN LINE. IN ADDITION, THE HUMAN RESOURCES SUBCOMMITTEE CHAIRMAN HAS REVIEWED COMPARABLE HEALTHCARE SALARIES BASED ON STUDIES FROM AN INTERNATIONAL HEALTHCARE MANAGEMENT RECRUITING COMPANY. FINALLY, THE BOARD ALSO SETS GOALS FOR THE EXECUTIVE DIRECTOR MUST MEET AS PART OF HER ANNUAL REVIEW. THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED IN A CLOSED EXECUTIVE SESSION OF THE BOARD, AND DOCUMENTED IN THE MINUTES TO THE SESSION. THIS PROCESS WAS LAST DONE IN 2016. OTHER OFFICER SALARIES ARE DETERMINED USING MARKETPLACE VALUES, THE INDIVIDUAL'S EDUCATION, EXPERIENCE, AND QUALIFICATIONS. COMPENSATION RANGES ARE ESTABLISHED FOR THE OVERALL COMPENSATION STRUCTURE, AS WELL AS COMPENSATION FOR SIMILAR POSITIONS IN OUR REGION. FORM 990, PART VI, SECTION C, LINE 19 SEARCH FOR CHANGE, INC.'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER 6104 OF THE INTERNAL REVENUE CODE ON GUIDESTAR.ORG. IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT 115 EAST STEVEN AVENUE, SUITE 203, VALHALLA, NY 10595, OR BY CALLING THE ORGANIZATION DIRECTLY AT (914)428-5600. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. SEARCH FOR CHANGE COMMUNITY RESIDENCE CO III INC 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 133117119 HOUSING & REHABILITATION SERVICES TO ADULTS DISCHARGED FROM PSYCH. HOSPITALS NY 501(C)(3) LINE 10 SEARCH FOR CHANGE INC 1 SEARCH FOR CHANGE COMMUNITY RESIDENCE CO II INC 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 133168078 HOUSING & REHABILITATION SERVICES TO ADULTS DISCHARGED FROM PSYCH. SERVICES NY 501(C)(3) LINE 10 SEARCH FOR CHANGE INC 1 SEARCH FOR CHANGE COMMUNITY RESIDENCE CO I INC 115 EAST STEVEN AVENUE SUITE 203 VALHALLA NY 10595 133032461 FUNDRAISING FOR SEARCH FOR CHANGE INC. NY 501(C)(3) LINE 7 SEARCH FOR CHANGE INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 SEARCH FOR CHANGE COMMUNITY RESIDENCE CO II INC P 100316 COST SEARCH FOR CHANGE COMMUNITY RESIDENCE CO II INC K 210853 COST