2012-11-05T11:43:47-06:00 2011-12-31 112355064 HOLTZ RUBENSTEIN REMINICK LLP 125 BAYLIS ROAD MELVILLE NY 117473823 990 2011-01-01 111845294 NYSARC INC - SUFFOLK CHAPTER NYSA 6315850100 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 WILLIAM J LEONARDI 6315850100 2012-10-10 1 GORDON SIESS P00027748 6317527400 2011 2016-02-24 21:20:13Z WILLIAM J LEONARDI 2900 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 67599944 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. 20 20 1220 8 0 0 1873271 1880367 66524628 65650957 39402 32385 38324 36235 68475625 67599944 0 0 0 0 45431553 45693876 0 0 0 21731084 21799093 67162637 67492969 1312988 106975 19477183 26695483 10247978 17356699 9229205 9338784 X NYSARC, INC - SUFFOLK CHAPTER (THE "AGENCY"), A PRIVATE VOLUNTARY NON-PROFIT AGENCY, IS DEDICATED TO APPLYING ITS PROFESSIONAL AND FINANCIAL RESOURCES TOWARD IMPROVING THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES FROM BIRTH THROUGH END OF LIFE. THE AGENCY PROVIDES INDIVIDUALS WITH OPPORTUNITIES FOR ATTAINING THE HIGHEST LEVEL OF SELF SUFFICIENCY IN PERSONAL GROWTH AND DEVELOPMENT THROUGH COORDINATED AND INDIVIDUALIZED EARLY INTERVENTION, PRESCHOOL, AND SCHOOL AGE SERVICES; VOCATIONAL TRAINING, SUPPORTED WORK, PREVOCATIONAL TRAINING, DAY HABILITATION, MEDICAID SERVICE COORDINATION, AND RESIDENTIAL SERVICES. FOR THE PARENTS/RELATIVES/CAREGIVERS OF THE INDIVIDUAL RECEIVING SERVICES, SUPPORT SERVICES SUCH AS GUARDIANSHIP ARE OFFERED. 0 0 16577805 17213316 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. 15542520 17596656 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. 13227639 13971355 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. EACH HOUSE IS SUPERVISED BY HOUSEPARENTS AND A RELIEF STAFF WHICH SERVICES 6 TO 10 INDIVIDUALS WITH A TOTAL OF 183 INDIVIDUALS BEING SERVED. 20075676 16869630 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. 1643088 VARIOUS GRANTS - THIS PROGRAM IS FUNDED BY GOVERNMENTAL GRANTS OF $1,632,665 AS REPORTED ON FORM 990, PART VIII, LINE 1E. 21718764 16869630 67066728 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 0 0 0 0 1 0 0 0 0 1 38 0 1 1220 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X X KATHLEEN FRIGIOLA - NYSARC INC - SUFFOLK CHAPTER 6315850100 2900 VETERANS MEMORIAL HIGHWAY NEW YORK NY 11716 JOHN C MACH 2.00 X X 0 0 0 JAMES MCENEANEY 2.00 X X 0 0 0 MARC BLITSTEIN 2.00 X X 0 0 0 PATRICIA LINDSAY 2.00 X X 0 0 0 ELIZABETH HENNESSY 2.00 X X 0 0 0 CAROL O'NEILL 2.00 X X 0 0 0 MARILYN BARCON 1.00 X 0 0 0 JOSEPH DEL BROCCOLO 1.00 X 0 0 0 PATRICIA FARINA 1.00 X 0 0 0 ANTHONY FORGIONE 1.00 X 0 0 0 JEFFREY HABER 1.00 X 0 0 0 PATRICIA JACKSON 1.00 X 0 0 0 KATHERINE LOUKIDES 1.00 X 0 0 0 JOSEPH G MAYO 1.00 X 0 0 0 LINDA MCCREADY 1.00 X 0 0 0 FRED K SALZBERG 1.00 X 0 0 0 WALTER STECK 1.00 X 0 0 0 KEVIN TOM 1.00 X 0 0 0 KENNETH WALKER 1.00 X 0 0 0 SUSAN WATERS 1.00 X 0 0 0 WILLIAM LEONARDI 35.00 X 214633 0 44417 LISA BOCHNER 35.00 X 173721 0 44417 KATHLEEN FRIGIOLA 35.00 X 131904 0 15606 VICTORIA SHIELDS 35.00 X 109625 0 25021 KAREN CHANDA 35.00 X 109246 0 17436 JENNIFER DIGIANNI 40.00 X 101281 0 31806 840410 0 178703 6 0 1 0 STEPHEN BURKE 213 MONTAUK HIGHWAY WEST SAYVILLE NY 11796 MEDICAL 205520 HAMILTON BROOKS 60 HEMPSTEAD AVENUE SUITE 200 WEST HEMPSTEAD NY 11552 STAFFING AGENCY 150652 HOLTZ RUBENSTEIN REMINICK LLP 125 BAYLIS ROAD MELVILLE NY 11747 ACCOUNTING 141514 3 76002 1632665 171700 97110 1880367 INTERMEDIATE CARE FAC. 623990 17596656 17596656 DAY HABILITATION 623990 17213316 17213316 INDIV. RESIDENTIAL ALT 623990 13971355 13971355 WORK ACTIVITIES 623990 6695123 6695123 CHILDREN'S SERVICES 623990 5231426 5231426 4943081 4943081 65650957 32385 32385 MISCELLANEOUS INCOME 900099 32839 32839 GIFT SHOP INCOME 900099 3396 3396 36235 67599944 65687192 0 32385 624697 624697 31312328 31182334 129994 2781394 2781394 6946442 6930848 15594 4029015 4021025 7990 43707 43707 736197 736197 819074 795469 23605 3208185 3208185 7360470 7352215 8255 20213 17342 2871 214957 212695 2262 120100 120100 899866 893883 5983 630116 598311 31805 ADMINISTRATIVE EXPENSE 3404220 3382722 21498 REPAIRS AND MAINTENANCE 1499340 1499340 FOOD. CLOTHING & CLIENT 1289393 1289393 TRAINEE STIPENDS 595557 595557 957698 901414 56284 67492969 67066728 426241 0 2686420 2416133 2624223 9804890 7865 0 7927767 7424496 107973 580009 17169966 11542073 5240455 5627893 33510 36114 848970 805948 19477183 26695483 6640936 6931191 1695000 1520000 1487777 1628622 424265 7276886 10247978 17356699 X 9092531 9202425 136674 136359 9229205 9338784 19477183 26695483 X 106975 2604 X 0 1 1 X 0 X 2839434 2304453 1370409 1873271 1880367 10267934 2839434 2304453 1370409 1873271 1880367 10267934 10267934 72278 25578 1884 39402 32385 171527 6010 92453 5831 38324 105825 248443 10687904 308866868 0.96070 0.96680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME GIFT SHOP INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37375 37375 5048825 4777350 271475 4861388 1875855 2985533 7222378 4888868 2333510 5627893 DUE TO AFFILIATES 338287 DEFERRED LIABILITY 258873 DUE TO GOVERNMENT AGENCIES 6679726 7276886 67599944 67492969 106975 2604 2604 109579 67602548 2604 2604 67599944 0 67599944 67492969 0 67492969 0 67492969 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. X X X X 1 0 0 0 0 0 0 0 0 WILLIAM LEONARDI 214633 0 0 0 0 0 24500 0 19917 0 259050 0 0 0 LISA BOCHNER 173721 0 0 0 0 0 24500 0 19917 0 218138 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. PART I, LINE 4A DOLORES O'DONNELL'S LAST DAY OF EMPLOYMENT WAS 10/21/10. SHE RECEIVED SEVERANCE PAYMENTS DURING 2011 TOTALLING $100,000. US BANK 2007-11-15 1309000 TO REFINANCE EXISTING OBLIGATIONS 0 0 0 1309000 127500 74533 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 X CANOPY 1 86910 FMV X PLAY FIELD 1 6200 FMV X DH BASKETBALL COURT 1 4000 FMV 0 1 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,604. 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 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 SUFFOLK AHRC PROPERTIES INC O 2075915 FAIR MARKET VALUE SUFFOLK AHRC PROPERTIES INC E 338287 FAIR MARKET VALUE