2015-11-10T11:20:07-07:00 2014-12-31 990 2014-01-01 113241841 NASSAU COUNTY AHRC FOUNDATION INC NASS 5166261000 189 Wheatley Road Brookville NY 115452699 Thomas P Rosicki Esq President 5166261075 2015-11-10 2014 2016-02-25 16:41:14Z Thomas P Rosicki Esq 189 Wheatley Road Brookville NY 115452699 7497455 0 X www.ahrcfoundation.org X 1994 NY The mission of Nassau County AHRC Foundation, Inc. is to publicly solicit and receive funds for the benefit of children and adults with intellectual and developmental disabilities. 16 16 3 130 0 0 1023847 5129900 0 0 432032 461132 44038 53919 1499917 5644951 265000 570000 0 0 306987 329114 0 0 111711 263088 302770 835075 1201884 664842 4443067 15029971 30002484 2999701 189599 12030270 29812885 To publicly solicit and receive funds for the benefit of children and adults with intellectual and developmental disabilities. 0 0 570000 570000 0 The primary purpose of Nassau County AHRC Foundation, Inc. is to publicly solicit and receive funds for the benefit of children and adults with intellectual and developmental disabilities. 0 0 0 570000 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 1 0 NY X Willard T Derr - CFO 5166261000 189 Wheatley Road Brookville NY 11545 X Thomas P Rosicki Esq President 2 2 X X 0 0 0 John M Chase Esq Secretary 2 X X 0 0 0 Robert M Pascucci Esq Treasurer 2 X X 0 0 0 Martin B Boorstein Director 2 X 0 0 0 Rady Bruell Director 2 1 X 0 0 0 Jack Garofalo Director 2 2 X 0 0 0 Roslyn D Goldmacher Director 2 X 0 0 0 Lloyd Groveman Director 2 X 0 0 0 Robert E Griffin Director 2 X 0 0 0 Thomas S Gulotta Esq Director 2 X 0 0 0 Thomas F Moore Director 2 3 X 0 0 0 David Nagler Esq Director 2 X 0 0 0 Michael Ross Director 2 X 0 0 0 Daniel H Serota Director 2 X 0 0 0 Terrence Ullrich Director 2 4 X 0 0 0 Edward Yardeni Director 2 X 0 0 0 Mary McNamara Foundation Director 35 X 146313 0 24665 146313 0 24665 1 0 1 0 0 0 0 580312 0 0 4549588 0 5129900 0 293535 0 0 293535 0 0 0 0 0 0 0 0 0 0 1903901 0 1736304 0 167597 0 167597 0 0 167597 75065 580312 116200 -41135 0 -41135 Fundraising Support Services 110000 84497 84497 0 0 Computer Services - assoc. orgs. 518210 10557 10557 0 0 0 0 0 0 95054 5644951 95054 0 419997 570000 570000 0 0 0 0 0 246323 246323 8236 8236 58889 58889 15666 15666 60000 60000 6939 6939 12049 12049 0 26666 26666 11461 11461 8196 8196 73020 73020 346 346 8145 8145 Pooled Trust Fees 14930 0 14930 0 81018 62330 18688 1201884 570000 520173 111711 192916 60375 2453236 4338362 13031 2271127 4987 5801 0 0 1355 5523120 24356 76157 346 9054439 13496326 3285305 4231216 15029971 30002484 79393 71890 39000 3000 37502 51454 2843806 63255 2999701 189599 X 12030270 29812885 0 0 0 0 12030270 29812885 15029971 30002484 X 4443067 450126 0 0 0 12889422 X 0 1 X 1 0 X 984365 1057973 715826 974900 5129900 8862964 0 0 0 0 0 0 0 0 0 0 984365 1057973 715826 974900 5129900 8862964 2981557 5881407 176210 259784 243466 232868 293535 1205863 0 0 0 0 0 0 0 84605 96226 103887 95054 379772 10448599 0 0.56289 0.53673 X Schedule A, Part II, Line 10 The Foundation received other revenue of $10,557 for computer hosting services, $84,497 for fundraising support services, $41,562 interest on investment in Managed Health Care Organization, and $15,330 interest on Advantage Care Diagnostic and Treatment Center, Inc. loan. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Investment in computer software - support systems to providers of services to developmentally disabl 886746 C Investment in computer software - support systems to providers of services to developmentally disabl 792786 C Investment in E-works Electronics Services, Inc. - electronics recycling vocational program 500000 C Programmatic investment - investment in managed care organization 2051684 C 4231216 0 Assets held for other organizations 63255 63255 X 6125303 450126 0 0 56892 507018 5618285 26666 0 26666 5644951 1175218 0 0 0 0 0 1175218 26666 0 26666 1201884 Schedule D, Part X, Line 2 Management has determined that Nassau County AHRC Foundation, Inc. has no uncertain tax positions that would require financial statement recognition. Schedule D, Part XI, Line 2d The Foundation earned interest income of $41,562 from investment in a third party managed health care organization and interest income of $15,330 on a loan to Advantage Care Diagnostic and Treatment Center, Inc. Roseball Dinner 441612 410812 30800 5000 0 0 45563 5850 4397 Golf Outing 136310 92045 44265 4250 0 0 37926 0 4322 1 77455 77455 0 0 0 0 103 0 8789 655377 580312 75065 9250 0 0 83592 5850 17508 116200 -41135 1 Advantage Care Diagnostic and Treatment Center Inc 189 Wheatley Road Brookville NY 11545 753097539 501 (c) (3) 420000 0 The purpose of the grant to Advantage Care Diagnostic and Treatment Center, Inc. is to assist in providing services to children and adults with autism and related developmental disabilities in the Fay J. Lindner Center for Autism. Brookville Center for Children's Services Inc 189 Wheatley Road Brookville NY 11545 731662897 501 (c) (3) 85000 0 The purpose of the grant to Brookville Center for Children's Services, Inc. is to assist in providing educational program services to special needs children. NYSARC Inc Nassau County Chapter 189 Wheatley Road Brookville NY 11545 111720254 501 (c) (3) 30000 0 The purpose of the grant to NYSARC, Inc. - Nassau County Chapter is to assist in providing services to the developmentally disabled population through its Guardianship Program ($25,000) and annual event("Rose Bud Ball" $5,000) attended by program participants. Citizens Options Unlimited Inc 189 Wheatley Road Brookville NY 11545 261520311 501 (c) (3) 25000 0 The purpose of the grant to Citizens Options Unlimited, Inc. is to assist in providing services to the developmentally disabled population. 4 0 Schedule I, Part I, Line 2 The organization monitors the use of granted funds by requiring an annual report, including neccessary supporting documents, from all grant recipients. 0 0 0 0 0 0 0 1 0 Mary McNamara Foundation Director 142044 0 3978 0 291 0 5897 0 18769 0 170979 0 0 Schedule J, Part I, Line 7 Nassau County AHRC Foundation, Inc. paid a 3% bonus to the employee listed in this form 990, Part VII, Section A. Payments were made pursuant to a board-approved bonus plan. Form 990, Part VI, Section A, Line 3 Management services are provided to Nassau County AHRC Foundation, Inc. ("The Foundation") by NYSARC, Inc. - Nassau County Chapter ("AHRC Nassau") for which management fees of $60,000 were paid for services provided in the year ended December 31, 2014. Management services include, but are not limited to, executive leadership, operations management, corporate compliance, administrative support services, information technology, purchasing, accounts payable, payroll processing, human resources, budgeting, accounting and financial reporting. Form 990, Part VI, Section A, Line 7a The Foundation's Board of Directors have the governing authority to elect new people to the board. The Foundation also appoints the Board of Directors for each of the Community Services for the Mentally Retarded, Inc., Citizens Options Unlimited, Inc., Advantage Care Diagnostic and Treatment Center, Inc., and Brookville Center for Children's Services, Inc. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by AHRC Nassau finance department personnel and is reviewed by independent accountants. The Form 990 is provided to the Board of Directors prior to filing. Form 990, Part VI, Section B, Line 12c The Foundation monitors its conflict of interest policy. All officers are required to confirm their compliance annually in writing and to disclose any activity that may be deemed a conflict of interest. Any statements with disclosures are reviewed by the organization's Board of Directors. Form 990, Part VI, Section B, Line 15 A Board designated committee reviews compensation to its officers and key employees, including but not limited to, those employees who provide management services to the Foundation. The AHRC Nassau Compensation Committee utilizes, and retains for its records, comparable industry data, employee tenure and skill evaluations and financial condition of the organization in establishing compensation policy. Such review was performed January 2014 relative to compensation reported in the form 990. Form 990, Part VI, Section C, Line 19 The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, Line 9 The Foundation received a non-refundable capital contribution from Community Services for the Mentally Retarded, Inc. in the aggregate amount of $12,832,530 consisting of a transfer of investments of $9,991,530, relief of a promissory note payable of $2,776,513, and relief of interest payable of $64,487. As of December 31, 2014 the entire capital contribution was recorded of which $4,526,919 was recorded as a receivable and received by the Foundation in the quarter ended March 31.2015. The Foundation also had earned interest income of $41,562 from investment in a third party managed health care organization and interest income of $15,330 on a loan from Advantage Care Diagnostic and Treatment Center, Inc. Community Services for the Mentally Retarded Inc 189 Wheatley Road Brookville NY 11545 112438213 property management NY 501(c)(3) 7 NC AHRC Foundation Inc 1 Citizens Options Unlimited Inc 189 Wheatley Road Brookville NY 11545 261520311 residential services NY 501(c)(3) 7 NC AHRC Foundation Inc 1 Brookville Center for Children's Services Inc 189 Wheatley Road Brookville NY 11545 731662897 Education and Residential Services NY 501(c)(3) 7 NC AHRC Foundation Inc 1 Advantage Care Diagnostic and Treatment Center Inc 189 Wheatley Road Brookville NY 11545 753097539 Clinical Services NY 501(c)(3) 9 NC AHRC Foundation Inc 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 Community Services for the Mentally Retarded Inc c 12832530 Market value Advantage Care Diagnostic and Treatment Center Inc d 990780 actual cash Advantage Care Diagnostic and Treatment Center Inc b 420000 actual cash Brookville Center for Children's Services Inc l 137373 actual cash Citizens Options Unlimited Inc l 101401 actual cash Brookville Center for Children's Services Inc b 85000 actual cash