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 205404423 ACCESS SUPPORTS FOR LIVING FOUNDATION 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 09:28:18 ED P 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2021-01-29 14:40:06Z AMY ANDERSON-WINCHELL 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 1151703 0 X N/A X 2006 NY TO CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF ACCESS: SUPPORTS FOR LIVING INC. 15 15 8 15 0 0 260515 348445 0 0 10821 53417 -76320 -97575 195016 304287 50000 60924 0 0 11503 15083 0 0 65845 45561 85651 107064 161658 87952 142629 1608967 1722827 7618 5500 1601349 1717327 TO CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF ACCESS: SUPPORTS FOR LIVING INC. 0 0 60924 60924 FOUNDATION CONDUCTS CHARITABLE ACTIVITIES FOR ACCESS: SUPPORTS FOR LIVING INC. 60924 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 8 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X MAUDE ROSADO 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 JAMES MONROE CHAIRPERSON 6.00 X X 0 0 0 NICHOLAS PREDDICE VICE-CHAIR 6.00 X X 0 0 0 JOHN GUATTERY SECRETARY 0.50 5.50 X X 0 0 0 DONNA APPLEGATE TREASURER 6.00 X X 0 0 0 DANIEL B HULSE DIRECTOR 0.50 5.50 X 0 0 0 JUDY ENGLISH DIRECTOR 6.00 X 0 0 0 JOHN FINNERAN DIRECTOR 6.00 X 0 0 0 NICOLA FOLINA DIRECTOR 6.00 X 0 0 0 GEORGE HANDLER DIRECTOR 6.00 X 0 0 0 HAROLD BERLIN DIRECTOR 6.00 X 0 0 0 JIM LOUGHRAN DIRECTOR 0.50 5.50 X 0 0 0 KATIE BONELLI DIRECTOR 6.00 X 0 0 0 LAUREN OSTNER DIRECTOR 6.00 X 0 0 0 MELISSA COBUZZI DIRECTOR 0.50 5.50 X 0 0 0 PAMELA KELLY-DAY DIRECTOR 6.00 X 0 0 0 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIVE OFFICER 3.71 46.29 X 0 434374 31176 MAUDE ROSADO CHIEF FINANCIAL OFFICER 3.92 46.08 X 0 201154 26959 RONALD COLAVITO CHIEF OPERATING OFFICER 3.71 46.29 X 0 207691 14542 0 843219 72677 0 0 1 0 0 280108 68337 82701 348445 13944 13944 715174 675701 39473 39473 39473 74140 280108 171715 -97575 -97575 304287 0 0 -44158 60924 60924 13966 13966 1117 1117 25091 25091 7250 7250 1167 1167 1275 1275 2250 2250 47901 47901 611 611 BAD DEBT 106 106 161658 60924 34889 65845 343928 462189 681745 582392 553242 678246 30052 0 1608967 1722827 7618 5250 0 250 7618 5500 X 1066084 1232062 324542 274542 210723 210723 1601349 1717327 1608967 1722827 142629 -26651 0 X X 0 1 X 1 0 X 258853 256089 338199 260515 364634 1478290 258853 256089 338199 260515 364634 1478290 206794 1271496 15234 27412 24102 10821 13944 91513 1569803 0.81000 0.82550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 210723 7890 -7890 210723 210723 -1501 1501 210723 206899 4290 9206 9672 210723 206433 206899 206433 206433 1.00000 0 0 0 DUE TO ACCESS: SUPPORTS FOR LIVING INC. 250 250 X 276469 -26651 -26651 303120 1167 1167 304287 160491 0 160491 1167 1167 161658 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS TO BE USED FOR GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION 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: SPECIAL EVENTS REVENUES AND DIRECT COSTS OF SPECIAL EVENTS PER FINANCIAL STATEMENTS INCLUDES $16,189 OF DONATED SERVICES. GOLF 146214 114914 31300 9510 23113 15830 1220 13574 3911 GALA 181805 138965 42840 39287 41048 2113 3 26229 26229 719 4802 2305 9289 350 4644 354248 280108 74140 10229 67202 18135 51557 16037 8555 171715 -97575 1 ACCESS SUPPORTS FOR LIVING INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 141471097 501(C)3 50000 FOR CAPITAL IMPROVEMENTS NEWBURGH ARMORY UNITY CENTER INC 321 S WILLIAM STREET NEWBURGH NY 12550 274649035 501(C)3 10924 FOR BINGO FUNDRAISING EVENT 2 0 PART I, LINE 2: FOUNDATION GAVE A GRANT TO COVER THE COST OF CAPITAL IMPROVEMENTS INCURRED BY ACCESS: SUPPORTS FOR LIVING INC. AT THE GRAND STREET LOCATION BASED ON A REQUEST APPROVED BY THE BOARD. FOUNDATION ALSO ARRANGED A FUNDRAISER FOR NEWBURGH ARMORY, OF WHICH THE PROCEEDS WERE GIVEN AS A GRANT TO NEWBURGH ARMORY. 0 1 0 0 0 0 0 0 0 AMY ANDERSON-WINCHELL PRESIDENT & CHIEF EXECUTIVE OFFICER 0 266527 0 12500 0 155347 0 22565 0 8611 0 465550 0 0 MAUDE ROSADO CHIEF FINANCIAL OFFICER 0 176840 0 10000 0 14314 0 11459 0 15500 0 228113 0 0 RONALD COLAVITO CHIEF OPERATING OFFICER 0 181286 0 12500 0 13905 0 14542 0 0 0 222233 0 0 PART I, LINE 4B 457 (B) AMY ANDERSON-WINCHELL: 17,500 MAUDE ROSADO: 12,272 RONALD COLAVITO: 12,711 457 (F) AMY ANDERSON-WINCHELL: 132,692 X 5 7949 COST X 25 COST X 300 COST X 2 4260 COST X CLEANING EQUIPMENT 1 26000 COST X GIFT BASKETS/BUCKETS 7 20600 COST X TRIPS/HOTEL 8 9494 COST X GOLF 13 2861 COST X SPONSORSHIP 1 2500 COST X SPORTS GOODS 4 2350 COST X RESTAURANT 4 2070 COST X GIFT CARDS & CERTIFICATES 25 1781 COST X TICKETS TO DIFFERENT EVENTS 70 1675 COST X SIGNAGE AND BANNERS 1 400 COST X LOTTERY/RAFFLE 6 296 COST X HAIR AND BODY SUPPLIES 1 140 COST 0 0 0 PART I, COLUMN (B): AMOUNTS ARE THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 3 ACCESS: SUPPORTS FOR LIVING INC. PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION AND CHARGES A MANAGEMENT FEE FOR THE SERVICES PROVIDED 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 THE CEO AND OFFICERS COMPENSATION IS PAID THROUGH A RELATED COMPANY, ACCESS: SUPPORTS FOR LIVING INC. DETERMINATION OF THE COMPENSATION IS BASED ON INDEPENDENT COMPARATIVE ANALYSIS OF COMPENSATION LEVELS FOR OTHER CEOS AND OFFICERS IN ORGANIZATIONS OF SIMILAR SIZE. THIS IS DONE BY AN INDEPENDENT COMPENSATION CONSULTANT THROUGH COMPENSATION SURVEY AND STUDY. THE INFORMATION IS THEN REVIEWED BY A COMPENSATION COMMITTEE AND IS THEN APPROVED BY THE FULL BOARD OF THE RELATED ENTITY PAYING THE COMPENSATION. THIS PROCESS WAS LAST DONE IN 2015 TO SET COMPENSATION FOR 2016. 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 UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ACCESS SUPPORTS FOR LIVING INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 141471097 REHABILITATION NY 501(C)(3) LINE 10 N/A 0 ENVISION COORDINATED SUPPORTS INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 061207341 INDIVIDUALIZED SUPPORT SERVICES NY 501(C)(3) LINE 10 N/A 0 OAK RIDGE APARTMENTS HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 462197263 HOUSING ACCOMODATIONS NY N/A C 0 GOLDEN RIDGE HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 463554730 HOUSING ACCOMODATIONS NY N/A C 0 SUNRISE GARDENS HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 454078613 HOUSING ACCOMODATIONS NY N/A C 0 TEMPLE HILL I HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 462704664 HOUSING ACCOMODATIONS NY N/A C 0 THII-BVI HOUSING DEVELOPMENT FUND COMPANY INC C/O ACCESS SUPPORTS FOR LIVING INC MIDDLETOWN NY 10941 813008138 HOUSING ACCOMODATIONS NY N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0