2015-08-14T07:51:31-05:00 2014-12-31 112355064 BAKER TILLY VIRCHOW KRAUSE LLP 125 BAYLIS ROAD MELVILLE NY 117473823 990 2014-01-01 111845294 NYSARC INC - SUFFOLK CHAPTER NYSA 6315850100 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 WILLIAM J LEONARDI CEO 6315850100 2015-08-12 1 GORDON SIESS CPA PARTNER P00027748 6317527400 2014 2016-03-07 17:11:31Z WILLIAM J LEONARDI 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 68971212 0 X WWW.AHRCSUFFOLK.ORG X 1949 NY TO ASSIST THOSE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES IN EVERY MANNER POSSIBLE. THE CHAPTER'S ACTIVITIES ASSOCIATED WITH THIS OBJECTIVE INCLUDE: EDUCATION, TRAINING, REHABILITATION, RESIDENTIAL CARE AND GUARDIANSHIP OF THE INTELLECTUAL AND DEVELOPMENTALLY DISABLED; STUDY AND RESEARCH OF PROBLEMS, CAUSES AND TREATMENT; ASSISTANCE TO INDIVIDUALS, PARENTS, ORGANIZATIONS AND AGENCIES, BOTH PUBLIC AND PRIVATE, WORKING WITH PROGRAM PARTICIPANTS; AND OTHER ACTIVITIES, AS DEEMED NECESSARY OR DESIRABLE TO IMPROVE THE ABILITIES, SKILLS AND RESOURCES OF INDIVIDUALS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES AND TO DEVELOP BETTER UNDERSTANDING AND OPPORTUNITIES FOR SUCH INDIVIDUALS IN OUR SOCIETY. 18 18 1320 25 0 0 1908977 1836005 66505270 67013118 30142 21021 81399 101068 68525788 68971212 0 0 0 0 44839441 44745381 0 0 0 22139902 22209649 66979343 66955030 1546445 2016182 21849246 29210272 11674079 17012325 10175167 12197947 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 15983970 16670132 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 IN WORK ACTIVITIES. THIS APPROACH ALLOWS THE CONSUMER TO ACQUIRE, RETAIN AND IMPROVE SELF-HELP, SOCIALIZATION, AND ADAPTIVE SKILLS NECESSARY FOR SUCCESSFUL PARTICIPATION IN INTREGRATED HOME AND COMMUNITY SETTINGS. PROGRAM OBJECTIVES ARE FOCUSED AROUND THE DEVELOPMENT AND/OR MAINTENANCE OF INDIVIDUAL SKILL, INTEREST AND ABILITIES. 15161092 15354240 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. 14670865 15433661 INDIVIDUAL RESIDENTIAL ALTERNATIVE - THE IRA PROGRAM IS DESIGNED TO PROVIDE DEVELOPMENTALLY DISABLED ADULTS (MEN AND WOMEN), 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 THE DEVELOPMENTALLY DISABLED WITH THE SECURITY, PLEASURE AND COMFORTS FOUND IN ALL ASPECTS OF NORMAL, WHOLESOME FAMILY LIFE. THERE ARE TWENTY-SEVEN HOMES IN ALL. 19409768 19555085 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 EARLY INTERVENTION (0-2), 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. BLENDED OPTS - THE BLENDED PROGRAM AT OUR WESTHAMPTON BEACH FACILITY REPRESENTS OUR ENHANCED FLEXIBILITY IN ACCESSING SERVICE DELIVERY GIVING INDIVIDUALS THE OPPORTUNITY TO RECEIVE DAY HABILITATION AND PREVOCATIONAL SERVICES. THE ABILITY TO ACCESS ANY COMBINATION OF SERVICES THEY WISH WILL SUPPORT THESE INDIVIDUALS TOWARDS THE ATTAINMENT OF THEIR LIFE GOALS. 1375376 VARIOUS GRANTS - THIS PROGRAM IS FUNDED BY GOVERNMENTAL GRANTS OF $1,284,092 AS REPORTED ON FORM 990, PART VIII, LINE 1E. 20785144 19555085 66601071 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 0 0 0 0 0 1 0 0 0 1 32 0 1 1320 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 JAMES MCENEANEY PRESIDENT 2.00 0.00 X X 0 0 0 JOHN C MACH SENIOR VICE PRESIDENT 2.00 4.00 X X 0 0 0 ELIZABETH HENNESSY FIRST VICE PRESIDENT 2.00 0.00 X X 0 0 0 MARC BLITSTEIN SECOND VICE PRESIDENT 2.00 1.00 X X 0 0 0 CAROL O'NEILL THIRD VICE PRESIDENT 2.00 0.00 X X 0 0 0 PATRICIA FARINA SECRETARY 2.00 0.00 X X 0 0 0 KEVIN TOM TREASURER 2.00 0.00 X X 0 0 0 JOSEPH DEL BROCCOLO DIRECTOR 1.00 2.00 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 FRANCIS GENCO DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA JACKSON DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA LINDSAY DIRECTOR 1.00 0.00 X 0 0 0 LINDA MCCREADY DIRECTOR 1.00 0.00 X 0 0 0 FRED K SALZBERG DIRECTOR 1.00 2.00 X 0 0 0 WALTER STECK DIRECTOR 1.00 6.00 X 0 0 0 KENNETH WALKER DIRECTOR 1.00 6.00 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 225000 0 35372 LISA BOCHNER CHIEF OPERATING OFFICER 35.00 0.00 X 183323 0 30712 KATHLEEN FRIGIOLA CHIEF FINANCIAL OFFICER 35.00 0.00 X 137492 0 14008 VICTORIA SHIELDS DIRECTOR OF CHILDREN'S SRV 35.00 0.00 X 115015 0 6497 KAREN CHANDA DIRECTOR OF ADULT DAY SRVS 35.00 0.00 X 112030 0 12508 KRISTEN CELENDER DIRECTOR OF HUMAN RESOURCE 35.00 0.00 X 107428 0 17618 SHELLEY SEIDENBERG DIRECTOR OF MSC SERVICES 35.00 0.00 X 104220 0 17325 984508 0 134040 6 0 1 0 STEPHEN BURKE 213 MONTAUK HIGHWAY WEST SAYVILLE NY 11796 MEDICAL 200240 HAMILTON BROOKS 60 HEMPSTEAD AVENUE SUITE 200 WEST HEMPSTEAD NY 11552 STAFFING AGENCY 153819 BAKER TILLY VIRCHOW KRAUSE LLP 125 BAYLIS ROAD MELVILLE NY 11747 ACCOUNTING 150200 3 57133 1284092 494780 14293 1836005 DAY HABILITATION 623990 16670132 16670132 INDIV. RESIDENTIAL ALTERN. 623990 15433661 15433661 INTERMEDIATE CARE FAC. 623990 15354240 15354240 CHILDREN'S SERVICES 623990 7966906 7966906 WORK ACTIVITIES 623990 6723721 6723721 4864458 4864458 67013118 6526 6526 14495 0 14495 14495 14495 MISCELLANEOUS INCOME 900099 100883 100883 GIFT SHOP INCOME 900099 185 185 101068 68971212 67114186 0 21021 625907 625907 31292392 31279415 12977 1311160 1311160 6777487 6751859 25628 4738435 4738435 23185 23185 38380 38380 803057 803057 751357 729653 21704 3450384 3450384 7092873 7080192 12681 16426 12406 4020 166091 164896 1195 105028 105028 898815 896062 2753 764518 708889 55629 ADMINISTRATIVE EXPENSE 3172307 3155537 16770 REPAIRS AND MAINTENANCE 1718450 1718425 25 FOOD. CLOTHING & CLIENT 1403718 1403718 TRAINEE STIPENDS 803878 803878 1001182 905633 95549 66955030 66601071 353959 0 1627318 8972787 5982743 3580528 7198963 9233294 73081 309289 18796895 13445400 5378221 5351495 46998 53596 1541922 1709283 21849246 29210272 7328005 7001237 1140000 940000 1521924 1402348 1684150 7668740 11674079 17012325 X 10062056 12077889 113111 120058 10175167 12197947 21849246 29210272 2016182 6598 0 X 0 1 X 1 0 X 1873271 1880367 1569725 1908977 1836005 9068345 1873271 1880367 1569725 1908977 1836005 9068345 9068345 39402 32385 30910 11683 6526 120906 38324 105825 66146 81399 101068 392762 9582013 329905707 0.94640 0.95410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 38,324. 2011 AMOUNT: $ 102,429. 2012 AMOUNT: $ 61,567. 2013 AMOUNT: $ 74,951. 2014 AMOUNT: $ 100,883. GIFT SHOP INCOME - 2011 AMOUNT: $ 3,396. 2012 AMOUNT: $ 4,579. 2013 AMOUNT: $ 6,448. 2014 AMOUNT: $ 185. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37375 37375 5048825 5048825 0 6152353 2762353 3390000 7558342 5634222 1924120 5351495 CASH SURRENDER VALUE OF OFFICER'S LIFE INSURANCE 123988 DUE FROM AFFILIATES 27694 IDA BOND CLOSING COSTS 42615 ASSETS WHOSE LIFE IS LIMITED 200324 DUE FROM SUFFOLK AHRC FOUNDATION, INC. 154772 INVESTMENT IN PHSI 1159890 1709283 DUE TO AFFILIATES 140135 DUE TO GOVERNMENT AGENCIES 7408702 DEFERRED LIABILITY 119903 7668740 X 68977810 6598 6598 68971212 0 68971212 66955030 0 66955030 0 66955030 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 FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION NO. 740. WITH FEW EXCEPTIONS, THE CHAPTER IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2011, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. X X X X 0 0 0 0 0 0 0 0 0 WILLIAM LEONARDI CHIEF EXECUTIVE OFFICER 225000 0 0 0 0 0 16864 0 18508 0 260372 0 0 0 LISA BOCHNER CHIEF OPERATING OFFICER 183323 0 0 0 0 0 12750 0 17962 0 214035 0 0 0 KATHLEEN FRIGIOLA CHIEF FINANCIAL OFFICER 137492 0 0 0 0 0 8101 0 5907 0 151500 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 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 11 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 OPERATE AND MAINTAIN FACILITIES IN SUFFOLK COUNTY, NY WHERE INTELLECTUALLY AND OTHER DEVELOPMENTALLY DISABLED INDIVIDUALS AND THEIR PARENTS MAY RECEIVE PROGRAM SERVICES AND MEDICAL, PSYCHIATRIC, AND SOCIAL WORK SERVICES, WITH SUBSEQUENT DIRECT SERVICES ALTERNATIVES PROVIDED BY NYSARC, INC. - SUFFOLK CHAPTER THROUGH ITS PROGRAMS. OAKDALE HOSTELS, INC. IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO ESTABLISH, OPERATE, AND MAINTAIN A COMMUNITY RESIDENCE FOR THE INTELLECTUALLY AND OTHER DEVELOPMENTALLY DISABLED IN SUFFOLK COUNTY, NEW YORK. SUFFOLK COMMUNITY RESIDENTIAL PROJECT, INC. IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO ESTABLISH, OPERATE, AND MAINTAIN A COMMUNITY RESIDENCE FOR THE INTELLECTUALLY AND OTHER DEVELOPMENTALLY DISABLED IN SUFFOLK COUNTY, NEW YORK. SUFFOLK AHRC, INC. PROVIDES FOOD SERVICES TO PROGRAM PARTICIPANTS OF ITS AFFILIATE, NYSARC, INC. - SUFFOLK CHAPTER. THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES FOR PARTICIPANTS IN CERTAIN PROGRAMS. THROUGH ITS GREENHOUSE NURSERY, THE ORGANIZATION PROVIDES SUPPORTED EMPLOYMENT AND WORK OPPORTUNITIES FOR PROGRAM PARTICIPANTS IN THE WORK ACTIVITIES PROGRAM. SUFFOLK AHRC FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED UNDER THE LAWS OF THE STATE OF NEW YORK. ITS PRIMARY PURPOSE IS TO PROVIDE SUPPORT AND ASSISTANCE THROUGH FINANCIAL AID TO SUFFOLK AHRC, INC., IN ADDITION TO PROVIDING KNOWLEDGE AND AWARENESS OF PROGRAMS AND SERVICES PROVIDED BY SUFFOLK AHRC, INC. SUFFOLK AHRC PROPERTIES INC 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 112333666 SEE SCHEDULE O NY 501(C)(3) LINE 11C, 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 11C, 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 11C, III-FI NYSARC INC - SUFFOLK CHAPTER 0 SUFFOLK AHRC INC 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 112607782 SEE SCHEDULE O NY 501(C)(3) LINE 9 N/A 0 SUFFOLK AHRC FOUNDATION INC 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 263876547 SEE SCHEDULE O NY 501(C)(3) LINE 11C, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SUFFOLK AHRC PROPERTIES INC P 1947577 FAIR MARKET VALUE SUFFOLK AHRC PROPERTIES INC E 140135 FAIR MARKET VALUE SUFFOLK AHRC FOUNDATION INC C 466060 FAIR MARKET VALUE