2013-03-21T08:05:43-05:00 2012-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 990 2011-07-01 111630807 HELEN KELLER SERVICES FOR THE BLIND % MARC FELDMAN CFO HELE 7185222122 57 WILLOUGHBY STREET BROOKLYN NY 11201 THOMAS J EDWARDS 2013-03-20 true Paul Hammerschmidt 2128858000 2011 2016-02-25 16:41:14Z THOMAS J EDWARDS 57 WILLOUGHBY STREET BROOKLYN NY 11201 49750778 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. 20 18 455 40 0 12348237 19935939 9838383 9370067 2193219 1815548 1408120 1630057 25787959 32751611 218832 258871 0 0 20934520 20536089 10000 0 1002288 6291306 6679315 27454658 27474275 -1666699 5277336 51957286 54256832 15577736 23428142 36379550 30828690 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 12785279 258871 2252089 HELEN KELLER SERVICES FOR THE BLIND OPERATES HELEN KELLER NATIONAL CENTER FOR DEAF-BLIND YOUTHS AND ADULTS (HKNC). (SEE SCHEDULE O) 2639493 0 2094072 COMPREHENSIVE REHABILITATION SERVICES - PROVIDES TRAINING IN SAFE TRAVEL, DAILY LIVING SKILLS, BRAILLE, VOCATIONAL ASSESSMENT AND JOB PLACEMENT AND SOCIAL SUPPORT. 2351615 0 1860890 BLIND CHILDREN PROGRAM - The Children's Learning Center provides educational and therapeutic services for children up to age 5, who are blind and/or multi-handicapped; as well as resources for their parents. Program includes a Pre-School and Early Intervention Program. 5261921 0 3163016 23038308 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 false true 85 0 true 455 true false false false false false true true false false false false X 20 18 false false false false false false false true false false true true true true false false true true false false false NY X X MARC FELDMAN CFO 7185222122 57 WILLOUGHBY STREET BROOKLYN NY 11201 X CHRISTOPHER D MAHER 3.0 X X 0 0 0 RICHARD T ARKWRIGHT 3.0 X X 0 0 0 OWEN E BROOKS 3.0 X X 0 0 0 JOHN R CAUGHEY CPA 3.0 X X 0 0 0 ALVIN ADELMAN ESQ 3.0 X X 0 0 0 ROBERT B ALPERIN MD 3.0 X 0 0 0 PETER M BOGER THRU 6122012 3.0 X 0 0 0 MICHAEL A BOXER ESQ 3.0 X 0 0 0 JOSEPH F BRUNO COMMISSIONER 3.0 X 0 0 0 KENNETH C CAMELO THRU 10252011 3.0 X 0 0 0 JAMES M CUNNINGHAM THRU 1212012 3.0 X 0 0 0 DEBRA DEL VECCHIO 3.0 X 0 0 0 CALVIN DRAYTON 1ST DEPUTY COMMISS 3.0 X 0 0 0 RICHARD K DZWLEWICZ 3.0 X 0 0 0 STANLEY GREENSTEIN 3.0 X 0 0 0 CORNELIUS A HEANEY 3.0 X 0 0 0 GARY HETT FROM 672012 3.0 X 0 0 0 LARRY KINITSKY 3.0 X 0 0 0 FRANK LAROCCA 3.0 X 0 0 0 JOSEPH L MANCINO THRU 1032011 3.0 X 0 0 0 JOSEPH S MORGANO THRU 3292012 3.0 X 0 0 0 DIANA L NICHOLSON ESQ 3.0 X 0 0 0 JAMES P O'BRIEN 3.0 X 0 0 0 MARY P OTTAVINO THRU 122012 3.0 X 0 0 0 PHILIP F STENGER 3.0 X 0 0 0 PROCTOR N WONG 3.0 X 0 0 0 THOMAS J EDWARDS 35.0 X 261332 0 5769 MARC FELDMAN 35.0 X 164676 0 32537 JOSEPH MCNULTY 35.0 X 141615 0 26597 LORRAINE MUZIO 35.0 X 140459 0 24626 FRANK PRIMEGGIA 35.0 X 117826 0 3772 SUSAN RUZENSKI 35.0 X 112776 0 11531 CHERYL MERRITT-GILES 35.0 X 110800 0 21945 CHRIS MASTRANGELO 35.0 X 108740 0 28435 RONALD FOX 35.0 X 138532 24429 1296756 0 179641 10 true true false EXCLUSIVE AMBULETTE SERVICE 431 BEACH 20TH STREET FAR ROCKAWAY NY 11691 CLIENT TRANSPORT. 407856 EXECUTIVE CLEANING SERVICES 460 NEW YORK AVENUE HUNTINGTON NY 11743 FACILITIES CLEANING 282246 FIELDPOINT PRIVATE ADVISORS 400 PARK AVENUE SUITE 1800 NEW YORK NY 10022 INVESTMENT MGMT. 190000 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 ACCOUNTING 185000 FERRANDINO SONS 71 CAROLYN BOULEVARD FARMINGDALE NY 11735 CONTRACTING 182716 9 5841 13860 15400916 4515322 19935939 TRAINING FEES AND ALLOWANCES 900099 9370067 9370067 9370067 1060895 1060895 0 0 2326927 1061924 1265003 1265003 1265003 16543369 15788716 754653 754653 754653 205573 13860 148527 57046 57046 0 0 MISCELLANEOUS 900099 308008 308008 308008 32751611 9370067 3445605 0 258871 258871 0 0 643944 482958 160986 0 13684875 12378276 1090277 216322 1785656 1580957 165476 39223 3463228 3028565 348892 85771 958386 835670 98354 24362 0 183072 183072 185000 185000 225697 225697 0 82655 82655 760448 268535 487521 4392 36177 22842 13335 713558 464146 225466 23946 0 0 1299969 671753 628216 1029191 994334 26777 8080 0 27735 25232 2184 319 0 0 731072 480873 250199 298410 135921 162489 BUILDING ALLOCATIONS -1061924 605601 -1690025 22500 FUNDRAISING EXP. ALLOCATED -357265 357265 OUTSIDE SERVICES 596322 194350 364965 37007 CLEANING & SECURITY SERVICE 442990 442990 1128943 889527 230636 8780 27474275 23038308 3433679 1002288 1058833 4367467 4856758 6129646 847286 516552 1320993 1334378 0 0 0 0 0 0 0 0 733409 532537 30869452 25409060 5584225 5460392 37220705 35353607 0 0 0 0 0 0 335077 562253 51957286 54256832 3203484 2691301 0 0 952554 401122 370000 290000 0 0 0 0 0 0 0 0 11051698 20045719 15577736 23428142 X 33107809 25385669 659056 2925568 2612685 2517453 36379550 30828690 51957286 54256832 X 5277336 -10828196 X false true true X true true X 13555374 13393518 14743297 12348237 19935939 73976365 13555374 13393518 14743297 12348237 19935939 73976365 566695 73409670 2509850 2165334 2345491 2058560 2325898 11405133 235513 337816 395437 371398 365054 1705218 87086716 43336186 0.84295 0.83623 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225697 225697 26246290 26471987 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 244561 245211 243517 225697 958986 250000 250000 250000 250000 1000000 1500000 37070636 -1017543 1037688 35015405 33624275 3446361 37070636 32293697 1330578 33624275 36988258 -4694561 32293697 0.92810 0.07190 false false 907542 907542 24214736 22667561 1547175 5747174 2741499 3005675 5460392 0 REFUNDABLE DEPOSITS 421421 DUE TO OTHER FUNDS 361928 FUNDS HELD IN TRUST FOR EMPLOY 53823 ACCRUED PENSION OBLIGATION 19208547 20045719 32751611 27474275 5277336 -1840080 -8988116 -10828196 -5550860 30911531 -1840080 -1840080 32751611 32751611 27474275 27474275 27474275 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 FOR THE BLIND (THE "REPORTING ORGANIZATION") ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("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 THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF ASC 740 HAD NO IMPACT ON THE REPORTING ORGANIZATION'S FINANCIAL STATEMENTS. THE REPORTING ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE REPORTING ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE REPORTING ORGANIZATION HAS FILED INTERNAL REVENUE SERVICE FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE SO REQUIRED. FOR THE YEAR ENDED JUNE 30, 2012, THERE WAS NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2012 THE YEARS STILL SUBJECT TO EXAMINATION BY A TAXING AUTHORITY ARE 2009 THROUGH 2011. PART XI, LINE 8: INCREASE IN MINIMUM PENSION LIABILITY. RICHARD KEARNS CONSULTING CONSULTANT false S & L GALA 59753 11685 48068 69964 GOLF OUTING 62235 2175 60060 27750 2 97445 0 97445 50813 219433 13860 205573 148527 148527 57046 false SUPPLIES FOR VISUALLY IMPAIRED/BLIND/DEAF-BLIND 103 258871 FMV AIDES & DEVICES X X false false false false false false false false false THOMAS J EDWARDS 221332 0 40000 0 0 0 4869 0 900 0 267101 0 MARC FELDMAN 164676 0 0 0 0 0 2415 0 30122 0 197213 0 JOSEPH MCNULTY 121615 0 20000 0 0 0 18175 0 8422 0 168212 0 LORRAINE MUZIO 140459 0 0 0 0 0 3090 0 21536 0 165085 0 RONALD FOX 131532 7000 0 2893 21536 162961 RICHARD ARKWRIGHT BOARD VICE CHAIRMAN 190000 SEE PART V false DIANA NICHOLSON ESQ BOARD TRUSTEE 104600 SEE PART V false PART IV: RICHARD 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 $190,000. DIANA NICHOLSON, ESQ., BOARD TRUSTEE, OPERATED AS A PARTNER OF A LEGAL FIRM THAT PROVIDED LEGAL AND CONSULTING SERVICES TO THE ORGANIZATION. THOSE SERVICES AMOUNTED TO $104,600. 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, 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 141 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 1,277 INDIVIDUALS, 333 FAMILIES AND 762 AGENCIES THIS YEAR. FORM 990, PART III, LINE 4D: 1) DAY HABILITATION SERVICES - EXPENSES: $2,313,075. REVENUE: $2,131,072. 2) BRAILLE AND LARGE PRINT LIBRARY - EXPENSES: $724,482. 3) RESIDENTIAL PROGRAMS - EXPENSES: $688,774. REVENUE: $615,476. 4) LOW VISION AND AUDIOLOGY - EXPENSES: $444,148. REVENUE: $296,776. 5) ASSISTIVE TECHNOLOGY - EXPENSES: $347,958. REVENUE: $11,035. 6) SENIOR CITIZENS CENTERS - EXPENSES: $347,613. 7) PREVENTION OF BLINDNESS - EXPENSES: $219,268. 8) SUMMER CAMP - EXPENSES: $133,772. REVENUE: $54,704. 9) SUPPORTED EMPLOYMENT SERVICES - EXPENSES: $42,831. REVENUE: $53,953. FORM 990, PART VI, SECTION A, LINE 8B: MINUTES ARE MAINTAINED FOR THE OPERATIONS COMMITTEE, AUDIT COMMITTEE, INVESTMENT COMMITTEE, DEVELOPMENT COMMITTEE, PROPERTIES COMMITTEE AND EXECUTIVE COMMITTEE BUT NOT FOR OTHER COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B: THE CFO DOES A DETAILED AND CONSCIENTIOUS REVIEW OF FORM 990 AND VERIFIES ITS ACCURACY INCLUDING A COMPARISON TO THE PRIOR YEAR. A COPY OF DRAFT FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES AND ALL QUESTIONS, CONCERNS, ETC. OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE CFO. FORM 990, PART VI, SECTION B, LINES 15A AND 15B: EXECUTIVE COMMITTEE (ALL INDEPENDENT PERSONS) OF THE BOARD OF TRUSTEES SERVE AS COMPENSATION COMMITTEE TO REVIEW AND APPROVE COMPENSATION ON AN ANNUAL BASIS USING COMPARABILITY DATA AND PERFORMANCE INFORMATION FOR THE PRESIDENT/CEO OF THE AGENCY. PRESIDENT/CEO AND EXECUTIVE COMMITTEE (ALL INDEPENDENT PERSONS) OF THE BOARD OF TRUSTEES SERVE AS COMPENSATION COMMITTEE TO REVIEW AND APPROVE COMPENSATION ON AN ANNUAL BASIS USING COMPARABILITY DATA AND PERFORMANCE INFORMATION FOR KEY EMPLOYEES OF THE AGENCY. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 5: UNREALIZED LOSS ON INVESTMENTS..................$ (1,840,080). INCREASE IN MINIMUM PENSION LIABILITY...........$ (8,988,116). TOTAL...........................................$(10,828,196).