2012-12-20T15:45:11-06:00 2012-06-30 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2011-07-01 231679102 THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES INC ARCO 6108498076 2289 AVENUE A BETHLEHEM PA 18017 KAREN L GRADY 6108498076 2012-12-13 MARYSUE BULCAVAGE CPA P00102179 6104357489 2012-12-13 2011 2016-02-24 21:20:13Z KAREN L GRADY 2289 AVENUE A BETHLEHEM PA 18017 7519455 0 X WWW.ARCOFL-N.ORG X 1975 PA TO ADVOCATE, EDUCATE AND PROVIDE SERVICES AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 18 18 394 63 0 0 187835 112092 5220490 5402559 6063 32566 54979 66507 5469367 5613724 0 0 0 0 3912956 4380341 0 0 123383 684778 661233 4597734 5041574 871633 572150 2580703 3143946 224328 196562 2356375 2947384 X THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES (THE ARC) WAS ORGANIZED IN 1967, FORMALLY INCORPORATED IN 1975, BY A SMALL GROUP OF CONCERNED PARENTS WHO WERE UNHAPPY WITH THE SOCIAL SERVICE DELIVERY SYSTEM AND THE EDUCATIONAL SYSTEMS CURRENTLY IN PLACE. 0 0 884791 933580 SPARC 3261449 4373081 AGENCY WITH CHOICE 129638 7259 ADVOCACY 71438 80205 FAMILY SUPPORT SERVICE 13277 8434 EVENING RECREATION 84715 88639 4360593 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 4 0 394 1 0 0 0 0 0 0 0 0 X 18 18 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 5.00 X 0 0 0 RON SHEPPARD 5.00 X 0 0 0 JO ANN BRODERICK 5.00 X 0 0 0 ROBERT DE SILVER 5.00 X X 0 0 0 ERICH SCHOCK ESQ 5.00 X X 0 0 0 LAVERNE BLANKS 5.00 X 0 0 0 ARTHUR HOFFMAN 5.00 X 0 0 0 PAULA HENRY 5.00 X 0 0 0 JOE FOLGER 5.00 X X 0 0 0 STEPHANIE BETZ 5.00 X X 0 0 0 GEOFF MARSAC 5.00 X 0 0 0 GEORGE LEWIS 5.00 X 0 0 0 MAUREEN O'MEARA 5.00 X 0 0 0 DAVID PANTON 5.00 X 0 0 0 DONNA HAGGERTY 5.00 X 0 0 0 ANN KLIPPLE 5.00 X 0 0 0 TIM PAUKOVITS 5.00 X 0 0 0 MIKE BRUCKNER 5.00 X 0 0 0 KAREN GRADY 40.00 X 72611 0 5880 MICHAEL LESHKO 40.00 X 55823 0 1224 128434 0 7104 0 0 0 0 0 1032 111060 112092 LEHIGH & NORTHAMPTON 624100 5312508 5312508 PARTICIPANT FEES 624100 82791 82791 PA INCLUSION 624100 7260 7260 5402559 26534 26534 1892871 1886839 6032 6032 6032 85399 18892 66507 66507 5613724 5402559 0 99073 144565 144565 3694340 3402492 207613 84235 194931 146294 37432 11205 346505 313519 26596 6390 48376 24678 20715 2983 1373 1373 60468 42370 13295 4803 188951 156342 26642 5967 26039 16626 8912 501 11047 4039 2846 4162 1514 947 567 22598 22598 55980 29334 26196 450 116697 109378 5923 1396 REIMBURSEMENTS 81146 81146 TRANSPORTATION 27779 24959 2820 PERSONAL HYGIENE & PHYS 11752 9142 2123 487 MISCELLANEOUS 7513 274 7002 237 5041574 4360593 557598 123383 1766647 387621 516031 623324 49811 77652 412735 204294 246511 208441 1845205 1703 1703 2580703 3143946 224328 196562 224328 196562 X 2350867 2941876 5508 5508 2356375 2947384 2580703 3143946 X 572150 18859 X 0 1 1 X 1 1 X 2392723 3292085 5029210 5337836 5431860 21483714 2392723 3292085 5029210 5337836 5431860 21483714 21483714 1186 1124 3521 6063 32566 44460 89105 78822 69639 74144 85399 397109 21925283 335510 0.97990 0.97800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1793780 51425 1845205 1.00000 0.00000 0.00000 0 0 412735 204294 208441 208441 MUTUAL FUNDS-QUASI ENDOWMENT 1845205 F 1845205 5613724 5041574 572150 18859 18859 591009 5651475 18859 18892 37751 5613724 0 5613724 5060466 18892 18892 5041574 0 5041574 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SUPPORT THE OPERATIONS OF THE ORGANIZATION FUNDRAISING EXPENSE GOLF TOURNAMENT 30011 30011 8335 ONE STEP FORWARD 14725 14725 6375 4 40663 40663 4182 85399 85399 18892 18892 66507 ROBERT DESILVER SENIOR VICE PRESIDENT FOR FULTON FINANCIAL ADVISORS AND ARC BOARD PRESIDENT 1845205 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 18,859.