2015-02-03T14:56:21-06:00 2014-06-30 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2013-07-01 231679102 THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES INC ARCO 6108498076 2289 AVENUE A BETHLEHEM PA 18017 KAREN L GRADY EXECUTIVE DIRECTOR 6108498076 2015-02-03 MELISSA A GRUBE CPA P00102173 6104357489 2015-02-03 2013 2016-02-25 16:41:14Z KAREN L GRADY 2289 AVENUE A BETHLEHEM PA 18017 7846715 0 X WWW.ARCOFLEHIGHNORTHAMPTON.ORG X 1975 PA TO ADVOCATE, EDUCATE AND PROVIDE SERVICES AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 17 17 453 155 0 0 168786 160237 6034127 7024310 46253 74691 46248 57355 6295414 7316593 0 0 0 0 4909675 5836544 0 0 132767 707016 749378 5616691 6585922 678723 730671 4020578 5156052 261108 344520 3759470 4811532 X AS THE LEHIGH VALLEY'S ONLY PROVIDER OF ADVOCACY SERVICES FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES TOUCHES THE LIVES OF MORE THAN 2,000 LOCAL INDIVIDUALS AND FAMILIES EACH YEAR. THE ARC PROVIDES A VARIETY OF QUALITY PROGRAMS AND SERVICES AND SERVES AS A CLEARINGHOUSE OF INFORMATION ON HELP THAT IS AVAILABLE FOR PEOPLE WITH DISABILITIES ACROSS OUR COMMUNITY. WE PROVIDE INDIVIDUALS AND FAMILIES THE SERVICES AND SUPPORT THEY NEED TO HELP PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE FULL AND PRODUCTIVE LIVES. THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES IS AFFILIATED WITH THE ARC OF PENNSYLVANIA, THE ARC OF THE UNITED STATES AND LOCAL CHAPTERS OF THE ARC ACROSS PENNSYLVANIA. 0 0 988875 SPARC-THE SPARC PROGRAM IS A STATE-LICENSED ADULT TRAINING FACILITY THAT SERVES ADULTS IN LEHIGH AND NORTHAMPTON COUNTIES. IT IS STAFFED BY A PROGRAM DIRECTOR, PROGRAM SPECIALISTS, AND A TEAM OF DIRECT CARE PROFESSIONALS.THE PROGRAM IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO EXPLORE INTERESTS, DEVELOP SKILLS, AND INTERACT WITH THEIR COMMUNITIES IN A SUPPORTIVE, NONCOMPETITIVE ENVIRONMENT. THE NEEDS OF EACH PARTICIPANT ARE MET THROUGH A PERSON-CENTERED APPROACH, HELPING DEVELOP DAILY LIVING, COMMUNICATION, SOCIALIZATION, HABILITATION AND COMMUNITY INTEGRATION SKILLS. PARTICIPANTS ARE SELECTED TO PARTICIPATE IN A VARIETY OF CORE CONCENTRATION OPTIONS BASED ON THEIR ABILITIES AND PERSONAL CHOICE THAT INCLUDE:COMMUNITY VOLUNTEERISM - PARTICIPANTS LEARN AND ENHANCE WORK-RELATED SKILLS BY VOLUNTEERING THEIR TIME AND TALENTS AT MORE THAN 16 COMMUNITY VOLUNTEER SITES, DOING ACTIVITIES SUCH AS LIGHT CLEANING, HOSPITALITY, DELIVERING AND SERVING FOOD, LANDSCAPING, PATIENT INTERACTION THROUGH MUSIC, MANAGING VARIOUS THRIFT SHOPS AND MAILINGS.COMMUNITY OUTINGS - PARTICIPANTS ENHANCE THEIR SOCIAL SKILLS BY, VISITING MUSEUMS, SHOPPING SKILLS, BOWLING, HORSEBACK RIDING, MINIATURE GOLF, MOVIES, AND COMMUNITY RECYCLING CENTERS.DAILY LIVING SKILLS - PARTICIPANTS WHO NEED MORE ASSISTANCE FROM STAFF ARE GIVEN THE OPPORTUNITY TO LEARN SKILLS SUCH AS MANAGING THEIR LIVES THROUGH PERSONAL SAFETY, PERSONAL HYGIENE, COMMUNICATION SKILLS, MONEY IDENTIFICATION AND EMERGENCY PROCEDURES.THERAPEUTIC SERVICES - PARTICIPANTS RECEIVE A VARIETY OF REGULAR STIMULATING THERAPIES SUCH AS, PET THERAPY, MUSICAL THERAPY, HORTICULTURAL THERAPY, AND WILDLANDS CONSERVANCY SESSIONS. 4588094 AGENCY WITH CHOICE-THE AGENCY WITH CHOICE PROGRAM ALLOWS THE INDIVIDUAL/MANAGING EMPLOYER (SURROGATE) THE ABILITY TO SELECT THEIR OWN SUPPORT SERVICE WORKER (SSW). THIS HANDPICKED EMPLOYEE WILL BE AN EMPLOYEE OF THE ARC FOR PAYROLL, TAX AND WORKER'S COMPENSATION PURPOSES; BUT WILL BE SUBJECT TO THE DAY-TO-DAY DIRECTION AND CONTROL OF THE INDIVIDUAL/MANAGING EMPLOYER (SURROGATE) FOR THEIR SERVICE ACTIVITIES. THE ARC'S AGENCY WITH CHOICE PROGRAM IS BASED ON THE PHILOSOPHY OF SELF-DETERMINATION AND EMPOWERS PERSONS WITH DISABILITIES TO ENHANCE THE QUALITY OF THEIR LIVES. PROVIDING INDIVIDUALS WITH THE OPPORTUNITY FOR CHOICE AND CONTROL OVER THEIR SERVICES AND SUPPORTS ACKNOWLEDGES THAT THEY ARE THE BEST JUDGES OF THEIR OWN NEEDS AND HOW THOSE NEEDS SHOULD BE MET. THIS INCLUDES THE ABILITY TO:CHOOSE AND CONTROL THE SERVICES THEY RECEIVEDIRECTLY RECRUIT OR SELECT THEIR PERSONAL SUPPORT SERVICE WORKERSDETERMINE HOW AND WHEN THE SERVICES WILL BE PROVIDEDRECEIVE ASSISTANCE AND TRAINING ON AN AS-NEEDED BASIS FROM THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES TO MANAGE THEIR OWN SUPPORT SERVICE WORKERSTHE ARC'S AGENCY WITH CHOICE PROGRAM IS CURRENTLY AVAILABLE TO INDIVIDUALS WITH WAIVER FUNDING IN LEHIGH AND NORTHAMPTON COUNTIES. 132551 ADVOCACY-ADULT ADVOCATE:THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES IS THE ONLY PROVIDER OF ADULT ADVOCACY FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO ARE EXPERIENCING ISSUES THAT THREATEN THEIR QUALITY OF LIFE. THE ADULT SYSTEM IS ENCUMBERED WITH REGULATIONS AND HAS TYPICALLY EXPERIENCED A LACK OF FUNDING. WE PROVIDE FREE ADVOCACY SERVICES FOR ADULTS WHO ARE LIVING WITH THEIR FAMILIES OR IN COMMUNITY-LIVING ARRANGEMENTS. OUR ADULT ADVOCATE IS HERE TO OFFER INDIVIDUALS AND FAMILIES EXPERT ADVICE AND ASSISTANCE WITH ANY ISSUE SUCH AS EMPLOYMENT, RESIDENTIAL, SOCIAL SERVICE DELIVERY SYSTEM, OR CRIMINAL JUSTICE. THE ARC ALSO PROVIDES ASSISTANCE AT AGENCY PLANNING MEETINGS. WE ARE ALWAYS VIGILANT REGARDING SUSPECTED ABUSE AND UPHOLD THE CONSUMERS' RIGHT TO SELF-DETERMINATION.EDUCATION ADVOCATE:THE ARC HAS ALWAYS BEEN A LEADER IN EDUCATION ADVOCACY. THE ARC OF PENNSYLVANIA, FOUNDED IN 1949, WAS THE FIRST ORGANIZATION IN THE COUNTRY TO ADVOCATE FOR THE RIGHTS OF CHILDREN WITH DISABILITIES TO A FREE PUBLIC EDUCATION. IN 1972, THE ARC, THEN KNOWN AS THE PENNSYLVANIA ASSOCIATION FOR RETARDED CHILDREN, FILED SUIT AGAINST THE SECRETARY OF EDUCATION, STATE BOARD OF EDUCATION, AND SECRETARY OF PUBLIC WELFARE ON BEHALF OF 13 CHILDREN WHO WERE DENIED ACCESS TO FREE PUBLIC EDUCATION. BECAUSE OF THIS LAWSUIT, THE COMMONWEALTH OF PENNSYLVANIA AGREED TO DEVELOP PLANS TO IDENTIFY, LOCATE, EVALUATE, EDUCATE, AND TRAIN ALL SCHOOL-AGE CHILDREN WITH DEVELOPMENTAL DISABILITIES. THIS HISTORIC ACTION LED TO THE FEDERAL LAW KNOWN AS THE INDIVIDUALS WITH DISABILITIES EDUCATION ACT (IDEA), WHICH AFFORDED ALL STUDENTS WITH DISABILITIES A FREE APPROPRIATE PUBLIC EDUCATION (FAPE). THIS LAW HAS BEEN REAUTHORIZED AND IS NOW CALLED THE INDIVIDUALS WITH DISABILITIES EDUCATION IMPROVEMENT ACT (IDEIA).THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES IS THE LEHIGH VALLEY'S ONLY PROVIDER OF EDUCATION ADVOCACY FOR CHILDREN/YOUTH WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO ARE EXPERIENCING PROBLEMS/FRUSTRATIONS WITH THE PUBLIC SCHOOLS, PROVIDING THIS SERVICE FREE OF CHARGE. OUR EDUCATION ADVOCATE IS HERE TO OFFER FAMILIES FREE EXPERT ADVICE AND ASSISTANCE WITH ANY ISSUE THAT THREATENS THE EDUCATION THE CHILD IS ENTITLED TO RECEIVE UNDER THE LAW. COMMON ISSUES RELATE TO THE STUDENTS INDIVIDUALIZED EDUCATION PLAN (IEP), CLASSROOM PLACEMENT, AND PROVIDING REASONABLE ACCOMMODATIONS. THE EDUCATION ADVOCATE ALSO OFFERS ASSISTANCE TO FAMILIES IN DEVELOPING AN ACTION PLAN AND WILL MAKE REFERRALS TO STATE AND LOCAL SERVICE PROVIDERS WHEN NECESSARY. THE ADVOCATE ALWAYS WORKS TOWARD EMPOWERING THE PARENT/GUARDIAN TO BECOME AN INFORMED, ACTIVE, EQUAL MEMBER OF HIS/HER CHILDS IEP TEAM, KNOWING THAT THE CHILD'S PARENT/GUARDIAN IS ALWAYS THE CHILD'S BEST ADVOCATE. 75058 FAMILY SUPPORT SERVICES-THE ARC ADMINISTERS FAMILY-DRIVEN/FAMILY SUPPORT SERVICES PROGRAMS FOR ELIGIBLE FAMILIES IN BOTH LEHIGH AND NORTHAMPTON COUNTIES. THE ARC EMPLOYS AN FD/FSS COORDINATOR FOR EACH COUNTY TO HELP FAMILIES BETTER UNDERSTAND HOW THEY MAY USE THEIR ALLOCATED FUNDS WHICH PROVIDE ELIGIBLE FAMILY MEMBER(S) WITH GOODS AND SERVICES TO IMPROVE THEIR QUALITY OF LIFE. THE FD/FSS PROGRAM PROVIDES FAMILIES WITH DIRECT INVOLVEMENT IN CHOOSING SERVICES AND GOODS. THE ARC STAFF PROVIDES INFORMATION AND ASSISTANCE FOR FAMILIES TO ACCESS ALLOCATIONS IN AREAS SUCH AS:DEPARTMENT OF PUBLIC WELFARE-APPROVED SERVICES AND PURCHASESFACILITATING SERVICE DELIVERY OR PURCHASESREIMBURSEMENT INVOICESREIMBURSEMENT RATESINNOVATIVE SERVICE REQUESTSFAMILY AID AND ACTIVITY COMPANION SERVICESRESPITE SERVICERECREATIONAL OPPORTUNITIES, INCLUDING DAY AND OVERNIGHT CAMPEDUCATIONAL AIDSTHERAPIES/CONSULTATIONADAPTIVE EQUIPMENT AND SUPPLIESSAFETY EQUIPMENTPUBLISH A BIMONTHLY NEWSLETTER FOR STAKEHOLDERS IN LEHIGH AND NORTHAMPTON COUNTIESCOORDINATE TRAINING OPPORTUNITIES FOR STAKEHOLDERS ON A VARIETY OF RELEVANT TOPICS 11881 EVENING RECREATION-WITH THE DEDICATED ASSISTANCE OF TRAINED STAFF AND VOLUNTEERS, THE ARC PROVIDES EVENING RECREATION ACTIVITIES FOR ADULTS IN THE LEHIGH VALLEY. THESE ACTIVITIES OFFER SUPPORT TO FAMILIES BY PROVIDING OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO ENJOY RECREATIONAL ACTIVITIES WITH THEIR PEERS. REGULAR WEEKLY ACTIVITIES PROVIDE A BREAK FOR FAMILIES ALLOWING THEM FREEDOM TO RUN ERRANDS, SCHEDULE APPOINTMENTS OR TEND TO OTHER BUSINESS. ACTIVITIES ARE BASED ON THE INTERESTS OF THE INDIVIDUALS PARTICIPATING AND HAVE INCLUDE BUT LIMITED TO: ARTS AND CRAFTS CLASSES, BINGO NIGHT, TALENT SHOWS, DANCES, AND MOVIE NIGHT, JUST TO NAME A FEW. 86939 5796459 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 453 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X KAREN L GRADY 6108498076 2289 AVENUE A BETHLEHEM PA 18017 JANET WEINHOFER DIRECTOR 5.00 X 0 0 0 RON SHEPPARD IMM. PAST PRESIDENT 5.00 X X 0 0 0 TIM PAUKOVITS TREASURER 5.00 X X 0 0 0 ROBERT DE SILVER PRESIDENT 5.00 X X 0 0 0 ERICH SCHOCK ESQ VICE PRESIDENT 5.00 X X 0 0 0 LAVERNE BLANKS DIRECTOR 5.00 X 0 0 0 ARTHUR HOFFMAN DIRECTOR 5.00 X 0 0 0 PAULA HENRY DIRECTOR 5.00 X 0 0 0 KEN TOTTEN DIRECTOR 5.00 X 0 0 0 STEPHANIE BETZ SECRETARY 5.00 X X 0 0 0 GEOFF MARSAC DIRECTOR 5.00 X 0 0 0 GEORGE LEWIS MEMBER AT LARGE 5.00 X X 0 0 0 MAUREEN O'MEARA DIRECTOR 5.00 X 0 0 0 DAVID PANTON DIRECTOR 5.00 X 0 0 0 DONNA HAGGERTY DIRECTOR 5.00 X 0 0 0 ANN KLIPPLE DIRECTOR 5.00 X 0 0 0 MIKE BRUCKNER DIRECTOR 5.00 X 0 0 0 KAREN GRADY EXECUTIVE DIRECTOR 40.00 X 91118 0 5707 MICHAEL LESHKO DIRECTOR OF FINANCE 40.00 X 56074 0 5671 147192 0 11378 0 0 0 0 0 944 159293 160237 LEHIGH & NORTHAMPTON 624100 6899128 6899128 PARTICIPANT FEES 624100 115894 115894 PA INCLUSION 624100 9288 9288 7024310 46042 46042 534153 505504 28649 28649 28649 81973 24618 57355 57355 7316593 7052959 0 103397 152310 152310 5069822 4714152 263069 92601 150601 101250 38008 11343 463811 427119 29834 6858 69223 24573 43057 1593 1922 1922 82757 53640 23062 6055 202591 167529 28628 6434 28505 20960 7536 9 14235 4232 3823 6180 1406 1008 398 22442 240 22202 56680 34159 22521 114964 111897 2488 579 REIMBURSEMENTS 99590 99590 TRANSPORTATION 30605 25851 4754 PERSONAL HYGIENE & PHYS 13515 10848 2152 515 MISCELLANEOUS 10943 419 10322 202 6585922 5796459 656696 132767 463700 413210 832053 1061959 52094 66174 547733 315206 246452 232527 2424576 3380479 1703 1703 4020578 5156052 261108 344520 261108 344520 X 3745911 4798902 13559 12630 3759470 4811532 4020578 5156052 730671 321391 0 X 0 1 X 1 1 1 X 5029210 5337836 5431860 6100113 7068653 28967672 5029210 5337836 5431860 6100113 7068653 28967672 28967672 3521 6063 32566 46253 74691 163094 69639 74144 85399 65543 81973 376698 29507464 447308 0.98170 0.98190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2424576 560053 395850 3380479 1845205 475000 179371 75000 2424576 1793780 51425 1845205 1.00000 0 0 547733 315206 232527 232527 MUTUAL FUNDS-QUASI ENDOWMENT 3380479 F 3380479 X 7662602 321391 24618 346009 7316593 0 7316593 6610540 24618 24618 6585922 0 6585922 PART V, LINE 4: SUPPORT THE OPERATIONS OF THE ORGANIZATION PART X, LINE 2: THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEAR 2013. THE ORGANIZATION FILES IRS FORM 990 WITH THE UNITED STATES INTERNAL REVENUE SERVICE. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE GOLF TOURNAMENT 33178 33178 10263 ONE STEP FORWARD 22056 22056 8383 4 26739 26739 5972 81973 81973 24618 24618 57355 ROBERT DE SILVER SENIOR VICE PRESIDENT FOR FULTON FINANCIAL ADVISORS AND ARC BOARD PRESIDENT 0 THE ARC HAS SIGNIFICANT INVESTMENTS WITH FULTON FINANCIAL ADVISORS. THE ARC OBTAINED PROPOSALS FROM VARIOUS INSTITUTIONS FOR INVESTMENT MANAGEMENT SERVICES. FULTON FINANCIAL OFFERED THE BEST PROPOSAL, THE BOARD PRESIDENT ABSTAINS AND REMOVES HIMSELF FROM VOTING ON ANYTHING REGARDING THE PORTFOLIO WITH FULTON FINANCIAL. 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY BOARD MEMBERS AT THE BOARD MEETING FOLLOWING PREPARATION. BOARD MEMBERS RECEIVE A COPY OF FORM 990 VIA EMAIL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON OR BEFORE ELECTION, HIRING OR APPOINTMENT, A FULL, WRITTEN DISCLOSURE OF INTERESTS, RELATIONSHIPS, AND HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST WILL BE SIGNED. IN THE COURSE OF MEETINGS OR ACTIVITIES, DISCLOSURE WILL BE MADE OF ANY INTERESTS IN A TRANSACTION OR DECISION WHERE BUSINESS OR OTHER NONPROFIT AFFILIATIONS, FAMILY, EMPLOYER AND/OR CLOSE ASSOCIATES WILL RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, IT IS UNDERSTOOD THAT SUCH DISCLOSURE WILL PRECLUDE PARTICIPATION IN DISCUSSION AND VOTING ON THE QUESTION. FORM 990, PART VI, SECTION B, LINE 15 BOARD REVIEWED SALARY REPORTS AND INFORMATION FORM OTHER NON-PROFIT 990'S FOR COMPARISON PRIOR TO SALARY ASSIGNMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ON-SITE UPON REQUEST.