2017-09-25T10:47:46-05:00 2016-12-31 390859910 Baker Tilly Virchow Krause LLP 125 Baylis Road Suite 300 Melville NY 11747 990 2016-01-01 111845294 NYSARC INC - SUFFOLK CHAPTER NYSA 6315850100 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 117163823 WILLIAM J LEONARDI ceo 6315850100 2017-09-21 1 Gordon Siess CPA P00027748 6317527400 X 216.255.126.197 2017-09-21 13:24:24 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B61FA1639B1C05FB95829B38B50E43F553865046 2016 2021-01-29 14:40:06Z William J Leonardi 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 117163823 71137416 0 X www.ahrcsuffolk.org X 1949 NY To assist individuals of all ages with unique abilities and challenges in every matter possible. The Chapter's activities associated with this objective include: education, training, rehabilitation, residential care and guardianship of the individuals with unique abilities and challenges; study and research of problems, causes and treatment; assistance to individuals, parents, organizations and agencies, both public and private, working with supported individuals; and other activities, as deemed necessary or desirable to improve the abilities, skills and resources of individuals with unique abilities and challenges and to develop better understanding and opportunities for such individuals in our society. 20 20 1452 55 0 0 1196353 940614 66932402 70142631 18532 16988 112283 37183 68259570 71137416 0 0 0 0 45672908 48511324 0 0 0 22562833 21520958 68235741 70032282 23829 1105134 30538610 21764476 18327282 8440770 12211328 13323706 X NYSARC, INC - SUFFOLK CHAPTER (THE "AGENCY"), AHRC Suffolk's mission is to support and advocate for individuals of all ages with unique abilities and challenges. Our commitment is to provide individualized, high quality services utilizing person-centered approaches assisting them to discover and define their own quality of life. AHRC Suffolk's mission is to support and advocate for individuals of all ages with unique abilities and challenges. 0 0 17494085 19736009 Individual Residential Alternative - The IRA program is designed to provide individuals with unique abilities and challenges, the opportunity to live in a home in the community as a family with residents of compatible functional capability. Located throughout Suffolk County, these homes provide individuals with unique abilities and challenges with the security, pleasure and comforts found in all aspects or normal, wholesome family life. There are thirty - one homes in all. 17061628 16519531 Day Habilitation - The goal of the Day Habilitation Program is to identify and provide activities and supports that are consistent, proactive, less structured and not as demanding as those on work activities. This approach allows the individual to acquire, retain and improve self- help, socialization, and adaptive skills necessary for successful participation in integrated home and community settings. Program objectives are focused around the development and/or maintenance of individual skill, interest and abilities. 15231228 15671919 INTERMEDIATE CARE FACILITIES - THE ICF PROGRAM PROVIDES RESIDENTIAL SERVICES FOR THOSE CHILDREN AND ADULTS WHO CANNOT ACCESS A CONVENTIONAL COMMUNITY RESIDENCE DUE TO THE SEVERITY OF THEIR HANDICAP. THE GOAL OF THIS PROGRAM IS TO PROVIDE EACH MULTIPLE DISABLED INDIVIDUAL A WHOLESOME LIVING ARRANGEMENT UNDER BARRIER-FREE ARCHITECTURAL CONDITIONS AND TO OFFER THESE RESIDENTIAL SERVICES AS AN ALTERNATIVE TO LIVING AT HOME OR LIVING IN AN INSTITUTION. 7126251 6496003 CHILDREN'S SERVICES - THE TARGET POPULATION OF THE PROGRAM HAS HISTORICALLY BEEN TO SERVE CHILDREN FROM BIRTH TO AGE 21 YEARS WHO REMAIN INELIGIBLE FOR PUBLIC SCHOOL SERVICES DUE TO THE SEVERITY OF THEIR HANDICAP. THE PROGRAMS OFFERED INCLUDE PRESCHOOL (3-5) AND SCHOOL AGE (5-21). WITHOUT THESE PROGRAMS, THESE CHILDREN WOULD GO UN-SERVED AND PROBABLY LANGUISH AT HOME. THE GOAL OF AHRC'S CHILDREN'S SERVICES PROGRAM IS TO HELP THESE CHILDREN REACH SOME MEASURE OF THEIR SOCIAL AND INTELLECTUAL POTENTIAL SO THAT THEY REMAIN IN THE COMMUNITY AS PRODUCTIVE MEMBERS OF SOCIETY. 9537168 9495723 Work Activities The Work Activities Program is designed to give adults with intellectual and other developmental disabilities the opportunity to learn valuable vocational skills leading to an appropriate community employment situation. We offer vocational assessments and a variety of training experiences all under the careful supervision of experienced staff who help each individual find his or her ideal job and develop the skills necessary to succeed. 1678032 1698836 SERVICE COORDINATION 1430039 0 VARIOUS GRANTS - THIS PROGRAM IS FUNDED BY GOVERNMENTAL GRANTS OF $993,184 AS REPORTED ON FORM 990, PART VIII, LINE 1E. 19771490 17690562 69558431 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 45 0 1 1452 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X Kathleen Frigiola - NYSARC INC - SUFFOLK CHAPTER 6315850100 2900 veterans memorial highway bohemia NY 11716 JOSEPH DEL BROCCOLO president 2.00 2.00 X X 0 0 0 Kenneth Walker senior vice president 2.00 2.00 X X 0 0 0 marc blitstein first VICE PRESIDENT 2.00 0.00 X X 0 0 0 carol O'NEILL second vice president 2.00 0.00 X X 0 0 0 kevin tom third vice president 2.00 0.00 X X 0 0 0 Elizabeth Hennessy secretary 2.00 0.00 X X 0 0 0 Patricia Farina treasurer 2.00 0.00 X X 0 0 0 frances dempsey DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY FORGIONE director 1.00 2.00 X 0 0 0 patricia jacKSON DIRECTOR 1.00 0.00 X 0 0 0 CAROL ann kieser DIRECTOR 1.00 0.00 X 0 0 0 patricia lindsay director 1.00 0.00 X 0 0 0 John C Mach DIRECTOR 1.00 2.00 X 0 0 0 Linda mccready DIRECTOR 1.00 2.00 X 0 0 0 james McEneaney DIRECTOR 1.00 0.00 X 0 0 0 Fred K Salzberg director 1.00 2.00 X 0 0 0 sharon smith DIRECTOR 1.00 0.00 X 0 0 0 walter steck DIRECTOR 1.00 6.00 X 0 0 0 josephine vasiento Director 1.00 0.00 X 0 0 0 susan Waters director 1.00 0.00 X 0 0 0 WILLIAM LEONARDI CHIEF EXECUTIVE OFFICER 35.00 0.00 X 265000 0 40790 LISA BOCHNER CHIEF OPERATING OFFICER 35.00 0.00 X 191017 0 36279 KATHLEEN FRIGIOLA CHIEF FINANCIAL OFFICER 35.00 0.00 X 163263 0 16890 KAREN CHANDA DIRECTOR OF ADULT DAY SRVS 35.00 0.00 X 116732 0 15203 KRISTEN CELENDER DIRECTOR OF HUMAN RESOURCE 35.00 0.00 X 111937 0 24921 SHELLEY SEIDENBERG DIRECTOR OF MSC SERVICES 35.00 0.00 X 108594 0 28283 956543 0 162366 7 0 1 0 STEPHEN BURKE 213 MONTAUK HIGHWAY WEST SAYVILLE NY 11796 MEDICAL 197195 HAMILTON BROOKS 60 HEMPSTEAD AVENUE SUITE 200 WEST HEMPSTEAD NY 11552 staffing agency 148588 BAKER TILLY VIRCHOW KRAUSE LLP 125 baylis road melville NY 11747 accounting 129150 3 41005 466584 433025 56655 940614 Indiv. Residential Altern. 623990 19736009 19736009 DAY HABILITATION 623990 16519531 16519531 INTERMEDIATE CARE fac. 623990 15671919 15671919 WORK ACTIVITIES 623990 9495723 9495723 CHILDREN'S SERVICES 623990 6496003 6496003 2223446 2223446 70142631 5188 5188 11800 0 11800 11800 11800 Administrative Fees 900099 21264 21264 miscellaneous income 900099 15919 15919 37183 71137416 70179814 0 16988 713239 713239 33242340 33235067 7273 1386145 1386145 8197695 8196516 1179 4971905 4971905 32117 32117 36074 32208 3866 795071 795071 775273 763185 12088 2959553 2959553 6638439 6621072 17367 25184 16938 8246 134200 133847 353 165191 165191 936821 932594 4227 794778 725022 69756 ADMINISTRATIVE EXPENSE 3364571 3341813 22758 FOOD. CLOTHING & CLIENT 1582296 1582296 REPAIRS AND MAINTENANCE 1578019 1578019 TRAINEE STIPENDS 681875 681875 1021496 859949 161547 70032282 69558431 473851 0 1425616 2059304 9886583 1436521 11327447 8109480 177887 37959 20384692 15021781 5445356 5362911 43148 50392 2232573 4707909 30538610 21764476 5195362 5322743 725000 611331 1318824 1228083 11088096 1278613 18327282 8440770 X 12095683 13242807 115645 80899 12211328 13323706 30538610 21764476 1105134 7244 0 X 0 1 X 1 0 X 1569725 1908977 1836005 1196353 940614 7451674 1569725 1908977 1836005 1196353 940614 7451674 7451674 30910 11683 6526 15233 5188 69540 66146 81399 101068 112283 37183 398079 7919293 334805155 0.94100 0.93730 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME - 2012 Amount: $ 61,567. 2013 Amount: $ 74,951. 2014 Amount: $ 100,883. 2015 Amount: $ 112,283. 2016 Amount: $ 15,919. GIFT SHOP INCOME - 2012 Amount: $ 4,579. 2013 Amount: $ 6,448. 2014 Amount: $ 185. administrative fees - 2016 Amount: $ 21,264. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37375 37375 5048825 5048825 0 6543802 3380222 3163580 8754690 6592734 2161956 5362911 due from affiliates 48098 ASSETS WHOSE LIFE IS LIMITED 65698 DUE FROM SUFFOLK AHRC, INC. 812439 Due from Suffolk AHRC Foundation, Inc. 17765 INVESTMENT IN PHSI 3763909 4707909 DUE TO AFFILIATES 220982 DUE TO GOVERNMENT AGENCIES 992577 deferred liability 65054 1278613 X 71166500 7244 21840 29084 71137416 0 71137416 70054122 21840 21840 70032282 0 70032282 Part X, Line 2: Management evaluated the Chapter's tax positions and concluded that the Chapter had taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of the Financial Accounting Standards Board ("FASB") Accounting Standards Codification ("ASC") No. 740. X X X X 0 0 0 0 0 0 0 0 0 WILLIAM LEONARDI CHIEF EXECUTIVE OFFICER 265000 0 0 0 0 0 16327 0 24463 0 305790 0 0 0 LISA BOCHNER CHIEF OPERATING OFFICER 191017 0 0 0 0 0 11816 0 24463 0 227296 0 0 0 KATHLEEN FRIGIOLA CHIEF FINANCIAL OFFICER 163263 0 0 0 0 0 8908 0 7982 0 180153 0 0 0 Part I, Line 3 THERE IS A COMPENSATION COMMITTEE AND THEN THE SALARIES ARE VOTED ON BY THE FULL BOARD. THE CEO IS HIRED ON A CONTRACT BASIS. AS EACH CONTRACT IS RENEWED, THE BOARD USES HISTORICAL SALARY, COMPARATIVE SALARIES AT OTHER SIMILAR AGENCIES, AND JOB PERFORMANCE AS THE PRIMARY TOOLS FOR DETERMINING COMPENSATION. A US BANK 2007-11-15 1309000 To refinance existing obligations 0 0 1 A 1309000 126500 74533 2008 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 0 0 0 0 0 0 0 0 0 A 0 X F & F 1 32000 X Various 8 24655 FMV 0 0 0 0 Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS MEMBERS THAT PAY MEMBERSHIP DUES. EACH MEMBER HAS THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BOARD BUT THEY DO NOT HAVE THE POWER TO APPROVE SIGNIFICANT DECISION MAKING. Form 990, Part VI, Section A, line 7a THE ORGANIZATION HAS MEMBERS THAT PAY MEMBERSHIP DUES. EACH MEMBER HAS THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BOARD. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO AND CONTROLLER PRIOR TO THE ORGANIZATION'S FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS AND DIRECTORS. ANYONE WITH A POSSIBLE CONFLICT OF INTEREST WILL PROMPTLY NOTIFY THE PRESIDENT OF THE BOARD. THE BOARD PRESIDENT, AFTER RECEIVING INFORMATION ABOUT A POSSBILE CONFLICT OF INTEREST, WILL TAKE SUCH ACTION AS IS NECESSARY TO ASSURE THE TRANSACTION IS COMPLETED IN THE BEST INTEREST OF THE CORPORATION WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE POSSIBLE CONFLICT OF INTEREST. ANY CORPORATION BUSINESS TRANSACTION WHICH INVOLVES A POSSIBLE CONFLICT OF INTEREST WITH A BOARD MEMBER, OFFICER OR DIRECTOR WILL HAVE TERMS WHICH ARE AT LEAST AS FAIR AND REASONABLE TO THE CORPORATION IF IT WERE DEALING WITH AN UNRELATED PARTY. EACH BOARD MEMBER, DIRECTOR AND OFFICER COMPLETES A QUESTIONNAIRE ON AN ANNUAL BASIS. A WRITTEN RECORD OF ANY REPORT OF POSSIBLE CONFLICT OF INTEREST AND OF ANY ADJUSTMENTS MADE TO AVOID POSSIBLE CONFLICTS OF INTEREST WILL BE MAINTAINED WITH THE BOARD MINUTES. Form 990, Part VI, Section B, line 15 THERE IS A COMPENSATION COMMITTEE AND THEN THE SALARIES ARE VOTED ON BY THE FULL BOARD. THE CEO IS HIRED ON A CONTRACT BASIS. AS EACH CONTRACT IS RENEWED, THE BOARD USES HISTORICAL SALARY, COMPARATIVE SALARIES AT OTHER SIMILAR AGENCIES, AND JOB PERFORMANCE AS THE PRIMARY TOOLS FOR DETERMINING COMPENSATION. Form 990, Part VI, Section C, line 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. Schedule R, Part II, Column (b) Suffolk AHRC Properties, Inc. is a not-for-profit corporation. Its purpose is to establish, operate and maintain facilities in Suffolk county, New York, where individuals of all ages with unique abilities and challenges may receive mental health services, medical, psychiatric and social work services with subsequent direct support provided by NYSARC, Inc. - Suffolk Chapter, through its programs. Oakdale Hostels, Inc. is a non-for-profit organization, whose purpose is to own, operate and maintain a residence for individuals of all ages with unique abilities and challenges in Oakdale, Suffolk County, New York. These individuals may receive mental health services, medical, psychiatric and social work services with subsequent direct support provided by NYSARC, Inc. - Suffolk Chapter, through its programs. Suffolk Community Residential Project, Inc. is a non-for-profit organization, whose purpose is to own, operate and maintain a residence for individuals of all ages with unique abilities and challenges in Dix Hills, Suffolk County, New York. These individuals may receive mental health services, medical, psychiatric and social work services with subsequent direct support provided by NYSARC, Inc. - Suffolk Chapter, through its programs. SUFFOLK AHRC properties INC 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 112333666 SEE SCHEDULE O NY 501(c)(3) Line 12c, III-FI nysarc inc - suffolk chapter 0 Oakdale Hostels Inc 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 112526245 SEE SCHEDULE O NY 501(c)(3) Line 12c, III-FI nysarc inc - suffolk chapter 0 Suffolk Community Residential Project Inc 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 112531213 SEE SCHEDULE O NY 501(c)(3) Line 12c, III-FI nysarc inc - suffolk chapter 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SUFFOLK AHRC PROPERTIES inc P 1938480 FAIR MARKET VALUE Suffolk AHRC Properties Inc E 220982 FAIR MARKET VALUE