2011-11-12T23:04:37-06:00 2010-12-31 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-01-01 205404423 OCCUPATIONS FOUNDATION INC OCCU 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 JAMES DESTEFANO 8456924454 2011-11-10 1 FREDERICK H ROTHMAN 2128674000 2010 2016-03-07 17:11:31Z JAMES DESTEFANO 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 238844 0 X N/A X 2006 NY TO CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF ORANGE COUNTY REHABILITATION SERVICES AND OCCUPATIONS, INC. 6 6 0 0 0 0 115003 166101 0 0 11785 11006 0 26664 126788 203771 50000 0 0 0 12659 32594 0 0 92662 18002 79384 80661 111978 46127 91793 785796 930842 7109 22760 778687 908082 TO CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF ORANGE COUNTY REHABILITATION SERVICES AND OCCUPATIONS, INC. 0 0 THE FOUNDATION PROVIDES OPERATING GRANTS TO BENEFIT ORANGE COUNTY REHABILITIATION SERVICES AND OCCUPATIONS, INC. 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 NY X MAUDE ROSADO 8456924454 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 X GEORGE HANDLER 0.50 X X 0 0 0 LINDA HICKS 0.50 X X 0 0 0 JAMES MONROE 0.50 X X 0 0 0 KATIE BONELLI 0.50 X 0 0 0 DANIEL HULSE 0.50 X 0 0 0 FRED LEVINSON 0.50 X 0 0 0 JAMES DESTEFANO 1.00 X 0 274068 158890 AMY ANDERSON-WINCHELL 1.00 X 0 242333 66150 MAUDE ROSADO 1.00 X 0 170770 24798 0 687171 249838 0 0 1 0 0 39354 100000 26747 18514 166101 11006 11006 61737 39354 35073 26664 26664 203771 0 0 37670 25583 25583 913 913 3081 3081 3017 3017 13566 13566 5750 5750 571 571 9722 9722 143 143 467 467 BAD DEBT 29000 29000 MISCELLANEOUS 20165 20165 111978 0 19316 92662 68080 208416 209601 210998 54923 11024 453192 500404 785796 930842 5285 6595 1824 16165 7109 22760 X 345732 468834 226522 232815 206433 206433 778687 908082 785796 930842 X 91793 37602 X X 0 1 1 X 0 X 83211 414088 139160 87302 108233 831994 83211 414088 139160 87302 108233 831994 351265 480729 20716 14762 11785 11006 58269 91733 66558 27701 101091 287083 1177346 239173 0.40830 0.52110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 206433 206433 201433 5000 206433 196324 5109 201433 1.00000 0 0 0 DUE TO OCCUPATIONS, INC. 16165 16165 203771 111978 91793 37602 37602 129395 241373 37602 37602 203771 0 203771 111978 0 111978 0 111978 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS TO BE USED FOR GENERAL OPERATIONS OF THE ORGANIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. ANNUAL GALA 101091 39354 61737 30843 3700 530 101091 39354 61737 30843 3700 530 35073 26664 0 0 0 0 0 0 0 0 0 JAMES DESTEFANO 0 239772 0 15000 0 19296 0 146814 0 12076 0 432958 0 0 AMY ANDERSON-WINCHELL 0 208464 0 15000 0 18869 0 60496 0 5654 0 308483 0 0 MAUDE ROSADO 0 135161 0 12000 0 23609 0 12649 0 12149 0 195568 0 10329 PART I, LINE 7 THE AMOUNT OF THE BONUSES ARE REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 OCCUPATIONS, INC. PROVIDES ADMINISTRATIVE AND MANAGEMENT SERVICES TO OCCUPATIONS FOUNDATION, INC. AND CHARGES A MANAGEMENT FEE FOR THE SERVICES PROVIDED FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE REVIEWED BY EXECUTIVE MANAGEMENT PRIOR TO SUBMISSION. A COPY OF THE FULL 990 WILL BE SENT TO EACH BOARD MEMBER FOR QUESTIONS AND INPUT AND WILL BE DISCUSSED AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST POLICIES ARE GIVEN OUT TO ALL BOARD MEMBERS AND EMPLOYEES. THEY ARE REQUESTED TO RETURN IT ONLY IF THEY HAVE A CONFLICT TO NOTE OR IF ANYTHING HAS CHANGED SINCE THE PRIOR YEAR. THE ORGANIZATION WILL FOLLOW UP WITH SOMEONE WHO HAS HAD A PRIOR CONFLICT AND DOES NOT RETURN THE FORM AS TO WHETHER THE CONFLICT STILL EXISTS OR NOT. ALL COMPENSATION IS PAID THROUGH OCCUPATIONS, INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 14: THE ORGANIZATION HAS DRAFTED A DOCUMENT RETENTION AND DESTRUCTION POLICY AND HOPES TO HAVE IT ADOPTED SHORTLY. HOURS WORKD FOR RELATED ORGANIZATION FORM 990, PART VII: JAMES DESTEFANO - 59 AMY ANDERSON-WINCHELL - 69 MAUDE ROSADO - 59 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 37,602. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR ORANGE COUNTY REHABILITATION SERVICES INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 061497127 NOT ACTIVE NY 501(C)(3) LINE 11A, I N/A 0 OCCUPATIONS INC 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 141471097 REHABILITATION NY 501(C)(3) LINE 9 N/A 0 NEW DYNAMICS CORPORATION 15 FORTUNE ROAD WEST MIDDLETOWN NY 10941 061497119 EMPLOYMENT SERVICES NY 501(C)(3) LINE 9 N/A 0 FAMILY EMPOWERMENT COUNCIL INC 225 DOLSON AVENUE MIDDLETOWN NY 10940 133751820 SERVICES FOR DISABLED INDIVIDUALS NY 501(C)(3) LINE 9 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0