2017-07-28T10:12:51-05:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 141471097 ACCESS SUPPORTS FOR LIVING INC ACCE 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIVE OFFICER 8456924454 2017-07-27 1 AARON SHAPIRO P01333816 2128674000 38.98.118.70 2017-07-28 09:12:50 ED P 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2021-01-29 14:40:06Z AMY ANDERSON-WINCHELL 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 85049828 0 X WWW.ACCESSSUPPORTS.ORG X 1963 NY ACCESS: SUPPORTS FOR LIVING INC. PROVIDES VARIOUS SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS IN ORANGE, ULSTER, SULLIVAN, DUTCHESS, COLUMBIA AND GREENE COUNTIES, NEW YORK. 19 19 2152 21 165678 146360 87674 88632 70018058 73843224 10690 46255 7153246 7832143 77269668 81810254 0 0 0 0 57978227 61833969 0 0 9752 17932613 19040183 75910840 80874152 1358828 936102 53788778 54397529 24110140 23596621 29678638 30800908 X ACCESS: SUPPORTS FOR LIVING INC. PROVIDES INDUSTRIAL AND REHABILITATION SERVICES, RESIDENTIAL SERVICES, COUNSELING CENTERS AND CRISIS SERVICES, COMMUNITY SERVICES, AND INTENSIVE CLINICAL SERVICES TO PERSONS WITH EMOTIONAL, DEVELOPMENTAL AND/OR PHYSICAL DISABILITIES IN ORANGE, ULSTER, SULLIVAN, DUTCHESS, COLUMBIA AND GREENE COUNTIES, NEW YORK. ACCESS: SUPPORTS FOR LIVING INC. RECEIVES ITS PRINCIPAL SUPPORT FROM MEDICAID AND NEW YORK STATE CONTRACTS. 0 0 25332722 28472339 RESIDENTIAL SERVICES - TO PROVIDE ESSENTIAL CARE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES, SERIOUS MENTAL ILLNESS, AND PHYSICAL DISABILITIES (24 HOUR ROOM AND BOARD, SOCIAL SERVICES) 11135540 13514616 EMPLOYMENT AND INDUSTRIAL SERVICES - TO PROVIDE REHABILITATION SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS AND PHYSICAL DISABILITIES 10642494 11407053 COUNSELING AND CRISIS SERVICES - OUTPATIENT COUNSELING CENTERS AND CRISIS SERVICES TO PERSONS WITH EMOTIONAL, DEVELOPMENTAL, AND OR PHYSICAL DISABILITIES IN ORANGE, ULSTER, AND DUTCHESS COUNTIES. 25024915 28087191 IDD COMMUNITY SUPPORT SERVICES - REHABILITATION SERVICES PROVIDED TO PEOPLE WITH SPECIAL NEEDS (DD, MH, PHYSICAL DISABILITIES)FAMILY SUPPORT SERVICES - PROGRAM SERVICES THAT ARE PERSON-CENTERED TO OBTAIN INDIVIDUALS GOALS AND SUPPORTS FAMILIES IN THE COMMUNITY WITH INDIVIDUALS WITH SPECIAL NEEDSCHILDREN SERVICES - FOSTER CARE RESIDENTIAL SERVICES TO YOUTHS AGES 12- 21 YEARS OLD WHICH ARE LOCATED IN ORANGE COUNTY AND SERVE FAMILIES. CHILD WELFARE PROGRAMS THAT PROVIDE PARENTING AND FAMILY SUPPORT SERVICESCARE COORDINATION - FOSTER CARE RESIDENTIAL SERVICES TO YOUTHS AGES 12- 21 YEARS OLD WHICH ARE LOCATED IN ORANGE COUNTY AND SERVE FAMILIES. CHILD WELFARE PROGRAMS THAT PROVIDE PARENTING AND FAMILY SUPPORT SERVICESCONSUMER DIRECTED SERVICES - PROGRAM FOR INDIVIDUALS WITH A DISABILITY THAT RESIDE IN ORANGE, SULLIVAN, ULSTER, ROCKLAND, AND DUTCHESS COUNTIES THAT ENABLES THEM TO RECEIVE SERVICES BY THEIR OWN PERSONAL CARE ASSISTANT. TRANSPORTATION - PROVIDES TRANSPORTATION TO INDIVIDUALS WITH SPECIAL NEEDS TO AND FROM WORK PROGRAMS, AND SERVICE PROGRAMS WITHIN THE COMMUNITY. 25024915 28087191 72135671 1 1 0 0 0 0 0 0 1 1 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 0 0 0 1 270 0 2152 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MAUDE ROSADO 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 TODD A KELSON CHAIRPERSON 4.46 1.54 X X 0 0 0 THOMAS J BUCHANAN VICE CHAIRPERSON 4.46 1.54 X X 0 0 0 ELIZABETH O'HALLORAN SECRETARY 5.00 0.00 X X 0 0 0 CARMELA CAMILLE BALSAMELLO TREASURER 4.46 1.54 X X 0 0 0 HELEN HAWKES DIRECTOR (RESIGNED 5/15/16) 5.00 1.00 X 0 0 0 CHERYL SANZA DIRECTOR 5.00 1.00 X 0 0 0 DANIEL B HULSE DIRECTOR 5.50 0.50 X 0 0 0 EDWARD F LEKIS DIRECTOR 5.00 1.00 X 0 0 0 GREGORY DOWLING DIRECTOR 5.00 1.00 X 0 0 0 JASON GIORDANO DIRECTOR 5.00 1.00 X 0 0 0 BLAIR DOROSH-WALTHER DIRECTOR 5.00 1.00 X 0 0 0 JIM LOUGHRAN DIRECTOR 5.50 0.50 X 0 0 0 JOHN GUATTERY DIRECTOR 5.50 0.50 X 0 0 0 JONATHAN GATSIK DIRECTOR 5.00 1.00 X 0 0 0 MARCIA JACOBOWITZ DIRECTOR 5.00 1.00 X 0 0 0 MELISSA COBUZZI DIRECTOR 5.50 0.50 X 0 0 0 NORMAN ISAACSON DIRECTOR (RESIGNED 9/30/16) 5.00 1.00 X 0 0 0 PATRICIA BASSEY DIRECTOR 5.00 1.00 X 0 0 0 RALPH MARTUCCI DIRECTOR 5.00 1.00 X 0 0 0 RICHARD E SMITH DIRECTOR 5.00 1.00 X 0 0 0 VINCENT DELUCIA DIRECTOR 5.00 1.00 X 0 0 0 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIVE OFFICER 46.29 3.71 X 434374 0 31176 MAUDE ROSADO CHIEF FINANCIAL OFFICER 46.08 3.92 X 201154 0 26959 RONALD COLAVITO CHIEF OPERATING OFFICER 46.29 3.71 X 207691 0 14542 MUTHAIAH CHANDRASEKHARA PSYCHIATRIST/PHYSICIAN 24.00 X 144567 0 23097 JULIUS LAGUERRE PSYCHIATRIST/PHYSICIAN 40.00 X 240319 0 17772 LORI A LENTINI VP HUMAN RESOURCES 50.00 X 181000 0 40119 LALITHA CHANDRAEKHARA PSYCHIATRIST/PHYSICIAN 40.00 X 103327 0 23989 MRIDULA KAMTHAN MEDICAL DIRECTOR 45.00 X 266900 0 44904 1779332 0 222558 20 0 1 0 BILLMAN ROSS & ASSOCIATES INC 256 BLOOMINGBURG RD MIDDLETOWN NY 10940 CONSTRUCTION/BUILDER 655448 JACKSON & COKER LOCUM TENENS LLC 3000 OLD ALABAMA ROAD SUITE 19 ALPHARETTA GA 30022 EMPLOYMENT AGENCY 418191 IMA SYSTEMS 32 BROADWAY 614 NEW YORK NY 10004 HEALTH SOFTWARE 210513 CRUSH & VARMA LAW GROUP PC 21 OLD MAIN STREET SUITE 207 FISHKILL NY 12524 LEGAL SERVICES 178097 OMNICARE INC PO BOX 78000 DETROIT MI 48278 PHARMACEUTICAL 125389 14 50000 38632 88632 MEDICAID/MEDICARE 624100 44994747 44994747 FEES/CONTRACTS FROM GOVERNMENT AG 624100 18559762 18559762 SELF PAY & 3RD PARTY 624100 5870415 5870415 SUB CONTRACT/INDUSTRIAL OPER 624100 4418300 4418300 73843224 46255 40678 5577 214739 214739 0 10662810 3024835 7637975 7637975 MANAGEMENT FEE 541610 125000 125000 MISCELLANEOUS 900099 69168 69168 194168 81810254 81481199 165678 74745 915896 915896 48096638 44810096 3286542 954523 875228 79295 7948917 7053359 895558 3917995 3595794 322201 274505 18092 256413 99000 99000 99005 99005 49581 7309 37644 4628 5516894 4659782 856155 957 1765218 911437 853781 5974001 5802909 169425 1667 1599701 1517855 81846 380601 151223 229378 154403 34923 119480 12995 200 12795 2169000 1983748 182752 2500 945279 614711 330568 80874152 72135671 8728729 9752 5644320 7581330 3870703 3143292 949838 883855 16491459 14849361 1227376 1361075 1604460 1468842 48140380 28608355 18139040 19532025 12766 10406 5848816 5567343 53788778 54397529 8336978 7894827 355227 371205 11424327 11455255 3993608 3875334 24110140 23596621 X 27127451 28365704 2340464 2224481 210723 210723 29678638 30800908 53788778 54397529 X 936102 -2360 188528 X X 0 1 X 1 0 X 97 204526 1339176 87674 88632 1720105 50610222 50755471 55245305 77088607 81481199 315180804 50610319 50959997 56584481 77176281 81569831 316900909 0 0 0 316900909 8810 3334 5079 4005 46255 67483 8810 3334 5079 4005 46255 67483 69194 69194 3779272 3502116 3436104 82697 69168 10869357 54398401 54465447 60025664 77262983 81754448 327906943 0.96640 0.95810 0.00020 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS MANAGEMENT FEE INVESTMENT GAIN THREE CITIES MANAGEMENT LLC RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 210723 210723 210723 210723 206433 4290 210723 206433 206433 206433 206433 0 0 2289790 2289790 33582812 19140035 14442777 349103 349103 4005295 3315504 689791 7913380 6152816 1760564 19532025 SECURITY DEPOSITS 183905 INVESTMENTS HELD FOR RETIREMENT PLAN 1793927 DUE FROM RELATED ORGANIZATIONS 214798 EQUITY INTEREST IN ACCESS: SUPPORTS FOR LIVING FOUNDATION INC. 1717327 CONSUMER FUNDS 371205 LOAN RECEIVABLE FROM THREE CITIES MANAGEMENT LLC 1216987 EQUITY INTEREST IN THREE CITIES MANAGEMENT LLC 69194 5567343 DUE TO GOVERNMENT AGENCIES 3875334 3875334 X 85017901 -2360 3210007 3207647 81810254 0 81810254 83907968 3033816 3033816 80874152 0 80874152 PART IV, LINE 2B: CONSUMER FUNDS ARE CASH DEPOSITS HELD IN SEPARATE BANK ACCOUNTS IN THE NAME OF ACCESS. PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ACCESS: SUPPORTS FOR LIVING INC. BENEFICIAL INTEREST IN THE ACCESS: SUPPORTS FOR LIVING FOUNDATION, INC. PERMANENTLY RESTRICTED ENDOWMENT. PART X, LINE 2: ACCESS: SUPPORTS FOR LIVING INC. HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,024,835. CHANGE IN EQUITY INTEREST IN ACCESS: SUPPORTS FOR LIVING FOUNDATION INC. 115,978. INVESTMENT GAIN IN THREE CITIES MANAGEMENT 69,194. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,024,835. EXPENSES FROM RELATED ENTITIES 8,981. X X X X 0 1 0 0 0 0 0 1 0 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIVE OFFICER 266527 0 12500 0 155347 0 22565 0 8611 0 465550 0 0 0 MAUDE ROSADO CHIEF FINANCIAL OFFICER 176840 0 10000 0 14314 0 11459 0 15500 0 228113 0 0 0 RONALD COLAVITO CHIEF OPERATING OFFICER 181286 0 12500 0 13905 0 14542 0 0 0 222233 0 0 0 MUTHAIAH CHANDRASEKHARA PSYCHIATRIST/PHYSICIAN 143025 0 400 0 1142 0 23097 0 0 0 167664 0 0 0 JULIUS LAGUERRE PSYCHIATRIST/PHYSICIAN 238823 0 1125 0 371 0 17772 0 0 0 258091 0 0 0 LORI A LENTINI VP HUMAN RESOURCES 158562 0 10000 0 12438 0 14286 0 25833 0 221119 0 0 0 MRIDULA KAMTHAN MEDICAL DIRECTOR 265958 0 500 0 442 0 25880 0 19024 0 311804 0 0 0 PART I, LINE 4B 457(B) AMY ANDERSON-WINCHELL - $17,500 MAUDE ROSADO - $12,272 RONALD COLAVITO - $12,711 LORI A. LENTINI - $11,430 457 (F) AMY ANDERSON-WINCHELL - $132,692 PART I, LINE 7 BONUSES ARE APPROVED BY THE EXECUTIVE COMPENSATION COMMITTE BASED ON PERFORMANCE FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY EXECUTIVE MANAGEMENT AND THE FINANCE, AUDIT, AND EXECUTIVE COMMITTEES OF THE BOARD PRIOR TO SUBMISSION. A COPY OF THE FULL 990 WAS PROVIDED TO EACH BOARD MEMBER AT THE BOARD MEETING PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST POLICIES ARE GIVEN OUT TO ALL BOARD MEMBERS AND OFFICERS. THEY ARE REQUESTED TO RETURN IT ONLY IF THEY HAVE A CONFLICT TO NOTE OR IF ANYTHING HAS CHANGED SINCE THE PRIOR YEAR. THE ORGANIZATION WILL FOLLOW UP WITH SOMEONE WHO HAS HAD A PRIOR CONFLICT AND DOES NOT RETURN THE FORM AS TO WHETHER THE CONFLICT STILL EXISTS OR NOT. ANY CONFLICTS MUST BE REPORTED TO THE BOARD AND THE INDIVIDUAL IS RECUSED FROM THE VOTING PROCESS RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A SPECIAL EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD WHICH DETERMINES THE SALARY OF ALL OFFICERS AND KEY EMPLOYEES. THE COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE EMPLOYEES AND ALSO USES COMPENSATION SURVEYS AND STUDIES TO DETERMINE THE COMPENSATION. THIS PROCESS WAS LAST DONE IN 2015 TO SET COMPENSATION FOR 2016. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: CHNAGE IN EQUITY INTEREST IN ACCESS: SUPPORTS FOR LIVING FOUNDATION INC. 115,978. NET ASSETS FROM 21-23 GRAND STREET PROPERTIES, INC. MERGER 3,356. INVESTMENT GAIN IN THREE CITIES MANAGEMENT 69,194. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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