2017-04-27T13:19:47-05:00 2016-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2015-07-01 111630807 HELEN KELLER SERVICES % MARC FELDMAN CFO HELE 7185222122 57 WILLOUGHBY STREET BROOKLYN NY 11201 JOSEPH F BRUNO PRESIDENT/CEO 7185222122 2017-04-27 true Paul Hammerschmidt P01384178 2128858000 2015 2021-01-29 14:40:06Z JOSEPH F BRUNO 57 WILLOUGHBY STREET BROOKLYN NY 11201 39341864 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. 17 15 459 90 0 13925521 13880779 9926616 10018059 3584255 1483534 1132697 1134806 28569089 26517178 225047 239843 0 0 21224566 22014418 0 0 1256455 7917729 7385936 29367342 29640197 -798253 -3123019 56107373 50120991 23601166 28904364 32506207 21216627 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 15092687 239843 2617248 HELEN KELLER SERVICES OPERATES HELEN KELLER NATIONAL CENTER FOR DEAF-BLIND YOUTHS AND ADULTS (HKNC). (SEE SCHEDULE O) 2783830 0 2307495 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. 2488215 0 1984463 COMPREHENSIVE REHABILITATION SERVICES - PROVIDES TRAINING IN SAFE TRAVEL, DAILY LIVING SKILLS, BRAILLE, VOCATIONAL ASSESSMENT AND JOB PLACEMENT AND SOCIAL SUPPORT. 2265887 0 1908450 BLIND CHILDREN PROGRAM 644723 0 738575 RESIDENTIAL 483255 0 358776 LOW VISION 309011 0 0 ASSISTIVE TECHNOLOGY 132792 0 72930 SUMMER CAMP 42076 0 30122 SUPPORTED EMPLOYMENT SERVICES 3877744 0 3108853 24242476 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 121 0 true 459 true false false false false false true true false false false false X 17 15 false false false false false false false true false false true true true true true true true true false false false AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS 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 JOSEPH F BRUNO PRES./CEO/TRUSTEE (SEE SCH. O) 35.0 0.0 X X 0 0 0 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 SETH CUMMINS FROM 616 TRUSTEE 3.0 0.0 X 0 0 0 MIRIAM CYRULNIK FROM 616 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 LARRY KINITSKY 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 FROM 616 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 THOMAS J EDWARDS THRU 116 PRESIDENT/CEO 35.0 0.0 X 265618 0 22543 MARC FELDMAN CFO 35.0 0.0 X 203992 0 13730 SUSAN RUZENSKI PROGRAM DIRECTOR - HKNC 35.0 0.0 X 141181 0 18499 JENNIFER GOODWIN CHIEF DEVELOPMENT OFFICER 35.0 0.0 X 161869 0 36100 LORRAINE MUZIO PROGRAMS DIRECTOR OPWDD 35.0 0.0 X 150638 0 19204 FRANK PRIMEGGIA MANAGING DIR. - REHAB SERVICES 35.0 0.0 X 130163 0 10311 CHRIS MASTRANGELO DIRECTOR OF FACILITIES 35.0 0.0 X 115786 0 23533 BARRY NEGRI DIRECTOR OF ACCOUNTING 35.0 0.0 X 115638 0 9295 1284885 0 153215 13 false true false EXCLUSIVE AMBULETTE SERVICE 431 BEACH 20TH STREET FAR ROCKAWAY NY 11691 CLIENT TRANSPORT. 453564 EXECUTIVE CLEANING SERVICES 460 NEW YORK AVENUE HUNTINGTON NY 11743 FACILITIES CLEANING 310609 MINDSHIFT TECHNOLOGIES INC 45610 WOODLAND ROAD SUITE 200 STERLING VA 20166 IT SUPPORT 224172 DAVIDOFF HUTCHER CITRON 605 THIRD AVENUE NEW YORK NY 10158 LOBBYING 154773 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 AUDIT & TAX 147675 6 X 126253 12183296 1571230 13880779 TRAINING FEES AND ALLOWANCES 900099 10018059 10018059 10018059 821325 821325 0 0 2193480 1176026 1017454 0 1017454 1017454 12230279 11568070 662209 662209 662209 80590 126253 80590 0 0 0 MISCELLANEOUS 900099 117352 117352 117352 26517178 10018059 2618340 0 239843 239843 0 0 722202 541653 180549 0 14602489 12923715 1574886 103888 5374003 4656784 640077 77142 138751 134125 6412 -1786 1176973 1017472 141948 17553 0 315009 315009 165000 165000 244773 244773 0 201000 201000 1275050 693804 581246 2280 2161 119 709302 336906 345035 27361 0 0 1197522 496554 700968 1113372 1090319 19736 3317 0 38437 34771 2511 1155 6650 6650 0 776276 480104 296172 397334 305254 92080 BUILDING ALLOCATIONS -1176026 539861 -1739179 23292 FUNDRAISING EXP. ALLOCATED -811385 811385 OUTSIDE SERVICES 785558 340686 442727 2145 REPAIRS AND MAINTENANCE 235453 92065 142845 543 1098946 608790 480364 9792 29640197 24242476 4141266 1256455 1014704 940860 4276963 2758063 886020 926901 2136750 2326879 0 0 0 0 0 0 0 0 506597 493908 32738991 28198436 4814371 4540555 41992635 37702944 0 0 0 0 0 0 479333 430881 56107373 50120991 3501574 3386458 0 0 1067028 819467 125000 65000 0 0 0 0 0 0 0 0 18907564 24633439 23601166 28904364 X 27124590 16900365 2682701 1759224 2698916 2557038 32506207 21216627 56107373 50120991 X -3123019 -2699035 -5467526 X false true X true true true X 19935939 16087775 11319190 13925521 13880779 75149204 0 0 19935939 16087775 11319190 13925521 13880779 75149204 4271344 70877860 2325898 2088810 2124587 2005996 1838779 10384070 0 365054 165596 176033 75483 117352 899518 86432792 48447848 0.82003 0.81200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244773 244773 28138969 28383742 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 242275 231646 249728 244773 968422 250000 250000 250000 250000 1000000 1500000 38651751 -1816838 2384478 34450435 38441430 2359846 2149525 38651751 35905648 3875885 1340103 38441430 35015405 2223098 1332855 35905648 37070636 -1017543 1037688 35015405 0.92580 0.07420 false false 607542 607542 25521431 21894145 3627286 6610018 6304291 305727 4540555 0 REFUNDABLE DEPOSITS 399703 DUE TO OTHER FUNDS 275147 FUNDS HELD IN TRUST FOR EMPLOY 59298 ACCRUED PENSION OBLIGATION 23899291 24633439 X 23818143 -2699035 -2699035 26517178 26517178 29640197 29640197 29640197 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, 2016, there was no interest or penalties recorded or included in the statement of activities. As of June 30, 2016, the years still subject to examination by a taxing authority are 2013 through 2015. RICHARD KEARNS CONSULTING CONSULTING false HOLMAN CONSULTING CONSULTING false SHARON CAMLIC CONSULTING false GOLF OUTING 206843 126253 80590 80590 0 206843 126253 80590 80590 80590 true SUPPLIES FOR VISUALLY IMPAIRED/BLIND/DEAF-BLIND 93 239843 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 false false THOMAS J EDWARDS THRU 116 PRESIDENT/CEO 230618 0 35000 0 0 0 21343 0 1200 0 288161 0 0 0 MARC FELDMAN CFO 178992 0 25000 0 0 0 12530 0 1200 0 217722 0 0 0 SUSAN RUZENSKI PROGRAM DIRECTOR - HKNC 141181 0 0 0 0 0 9883 0 8616 0 159680 0 0 0 JENNIFER GOODWIN CHIEF DEVELOPMENT OFFICER 161869 0 0 0 0 0 11330 0 24770 0 197969 0 0 0 LORRAINE MUZIO PROGRAMS DIRECTOR OPWDD 150638 0 0 0 0 0 10544 0 8660 0 169842 0 0 0 RICHARD T ARKWRIGHT BOARD VICE CHAIRMAN 201000 SEE PART V false DIANA NICHOLSON ESQ BOARD TRUSTEE 102000 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 $201,000. 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 $102,000. 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, HEADING ITEM C: THE ORGANIZATION HAS OFFICIALLY CHANGED ITS NAME ON SEPTEMBER 21, 2015 FROM HELEN KELLER SERVICES FOR THE BLIND TO HELEN KELLER SERVICES, AND HAS PREVIOUSLY REPORTED THE CHANGE IN CORRESPONDENCE TO THE IRS. 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 1,582 INDIVIDUALS, 447 FAMILIES AND 985 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 VII, SECTION A, LINE 1 Mr. Joseph F. Bruno became President and CEO as of February 1, 2016 at a base salary of $240,000. His unpaid service as a Trustee ended in January 2016. His compensation for the FYE 6/30/2016 was $96,924. Average hours reported is in connection with his position as President/CEO. FORM 990, PART XI, LINE 9: DECREASE IN UNFUNDED PENSION OBLIGATION