2023-06-02T14:45:06-05:00 2022-12-31 113066459 CERINI AND ASSOCIATES LLP 3340 VETERANS MEMORIAL HIGHWAY BOHEMIA NY 11716 990 2022-01-01 112073672 THE REHABILITATION INSTITUTE INC REHA 5168701600 191 SWEET HOLLOW ROAD OLD BETHPAGE NY 11804 ROBERT S BUDD CEO 5168701600 2023-06-02 1 ROBERT BUDD 999009999 0 MATT BURKE P00760659 6315821600 2023-06-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT S BUDD 191 SWEET HOLLOW RD OLD BETHPAGE NY 11804 1435882 0 X WWW.TRIWORKS.ORG X 1965 NY REHABILITATIVE SERVICES FOR EMOTIONALLY AND MENTALLY DISABLED INDIVIDUALS. 9 9 12 0 0 0 143359 146771 1212878 1272651 15478 16370 80 90 1371795 1435882 0 0 0 0 685387 715754 0 0 0 491801 505556 1177188 1221310 194607 214572 1680721 1885808 242764 373519 1437957 1512289 X TO PROVIDE REHABILITATIVE SERVICES TO EMOTIONALLY AND MENTALLY DISABLED PERSONS BY PROVIDING VOCATIONAL EVALUATION, GUIDANCE, TRAINING AND PLACEMENT FACILITIES AND BY EXPLORATION AND RESEARCH INTO THE TECHNIQUES FOR SUCH REHABILITATION. 0 0 731168 967060 CAREER TRAINING PROGRAMS- TRAINING PROGRAMS ARE DESIGNED TO ENABLE INDIVIDUALS TO LEARN COMPETITIVE AND MARKETABLE SKILLS IN ORDER TO ENTER THE JOB MARKET AND ACHIEVE SUSTAINABILITY. INDIVIDUALS WITH DISABILITIES ARE REFERRED TO TRI BY ADULT CAREER AND CONTINUING EDUCATION SERVICES - VOCATIONAL REHABILITATION (ACCES-VR) FOR CORE REHABILITATIVE SERVICES OR BUREAU OF PROPRIETARY SCHOOL SUPERVISION PLACEMENT, AND THE OFFICE OF MENTAL HEALTH TO RECEIVE VOCATIONAL TRAINING FUNDED BY THESE AGENCIES. 362803 305591 TRANSITION TO WORK PROGRAMS - PREVOCATIONAL PROGRAM SERVING HIGH SCHOOL SPECIAL EDUCATION STUDENTS BETWEEN THE AGES OF 15-21, TRANSITION TO WORK. TRI PROVIDES SUPPORT SERVICES THROUGH GROUP WORK IN LIFE SKILLS, SOCIAL SKILLS, JOB READINESS AND VOCATIONAL ACADEMICS. REFERRALS ARE MADE THROUGH SCHOOL DISTRICTS AND BOCES FOR TRANSITIONAL PLANNING. WORK PROGRAMS - UNDER THE AUSPICES OF THE NEW YORK STATE OFFICE OF MENTAL HEALTH, AND FUNDING ASSISTED BY THE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES, TRI PROVIDES LONG TERM SHELTERED EMPLOYMENT AND A TRANSFORMED BUSINESS MODEL TO PEOPLE WITH MENTAL ILLNESS. THESE PROGRAMS ARE DESIGNED TO HELP PEOPLE ACHIEVE THEIR OWN VOCATIONAL GOALS IN A SETTING THAT PROVIDES FACILITY BASED EMPLOYMENT, WITH A GOAL OF GAINFUL COMMUNITY-BASED EMPLOYMENT. 1093971 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X SUSAN DICKINSON 5168701600 191 SWEET HOLLOW ROAD BETHPAGE NY 11804 STEVEN GOLDIN CHAIRMAN 1.00 X X 0 0 0 CHARLES HYMAN SECRETARY 1.00 X X 0 0 0 KENNETH L FRIEDMAN TREASURER 1.00 X X 0 0 0 PAULA FROME BOARD MEMBER 1.00 X 0 0 0 SHELDON GOLDSTEIN VICE CHAIRMAN 1.00 X X 0 0 0 JAY DUBIN BOARD MEMBER 1.00 X 0 0 0 PETER TONNA BOARD MEMBER 1.00 X 0 0 0 ROB QUINN BOARD MEMBER 1.00 X 0 0 0 FREDDA ROSEN BOARD MEMBER 1.00 X 0 0 0 ROBERT BUDD CHIEF EXECUTIVE OFFICER 5.00 40.00 X 0 0 0 SUSAN DICKINSON CHIEF FINANCIAL OFFICER 5.00 40.00 X 0 0 0 CHRISTOPHER LONG PRESIDENT 5.00 40.00 X 0 0 0 NICOLE WOLF CHIEF PROGRAM OFFICER 10.00 30.00 X 0 0 0 0 0 0 0 0 0 0 FAMILY RESIDENCES AND ESSENTIAL ENTERPRI 191 BETHPAGE-SWEET HOLLOW RD OLD BETHPAGE NY 11804 MANAGEMENT SERVICES 357069 1 139524 7247 146771 CAREER TRAINING 624310 967060 967060 TRANSITION TO WORK 624310 305591 305591 1272651 16370 16370 OTHER INCOME 624310 90 90 90 1435882 1272741 0 16370 519917 519917 154513 154513 41324 41324 85796 85796 72402 72402 150981 150981 66164 60259 5905 FOOD & HOUSEHOLD 43274 43274 CONSULTING AND PROFESSI 33335 40 33295 PROGRAM EXPENSE 18098 18098 CLIENT TRANSPORTATION 9606 9606 25900 23557 2343 1221310 1093971 127339 0 261393 778698 11954 11364 412417 271322 14467 19631 76165 76165 0 0 853453 730008 127037 74785 1680721 1885808 63844 115911 37809 114882 141111 142726 242764 373519 X 1437957 1512289 1437957 1512289 1680721 1885808 214572 -140240 0 X X 0 1 X 1 0 X 3759067 1983670 1296099 1356237 1419422 9814495 3759067 1983670 1296099 1356237 1419422 9814495 0 0 0 9814495 34917 28890 17221 15478 16370 112876 34917 28890 17221 15478 16370 112876 6588 6705 101949 80 90 115412 3800572 2019265 1415269 1371795 1435882 10042783 0.97730 0.97970 0.01120 0.01020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76165 76165 0 0 OTHER CURRENT LIABILITIES 142726 142726 X 1295642 -140240 -140240 1435882 0 1435882 1221310 0 1221310 0 1221310 PART X, LINE 2: TRI ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. TAX BENEFITS ARE RECOGNIZED FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX AND INFORMATION RETURN, ONLY WHEN IT IS DETERMINED THAT THE TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. TRI HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. TRI BELIEVES THAT TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON TRI'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, TRI HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2022 AND 2021. FORM 990, PART VI, SECTION A, LINE 2 STEVE GOLDIN USES JAY DUBIN AND SHELDON GOLDSTEIN AS AN INVESTMENT ADVISOR AND LEGAL CONSULTANT, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO FAMILY RESIDENCES AND ESSENTIAL ENTERPRISES (FREE). FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGEMENT PREPARES THE INFORMATION FOR THE FORM 990 AND THE OUTSIDE AUDITORS PREPARE THE 990. THE BOARD IS PROVIDED A COPY OF THE DRAFT BY EMAIL AND HAS THE OPPORTUNITY TO DISCUSS ANY QUESTIONS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICIES ANNUALLY, TO THE BOARD OF DIRECTORS AND KEY EMPLOYEES TO SIGN. FORM 990, PART VI, SECTION B, LINE 15 FAMILY RESIDENCES AND ESSENTIAL ENTERPRISES, INC., WHO PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION, USES AN OUTSIDE INDEPENDENT ACCOUNTING CONSULTING FIRM WITH EXPERTISE IN THE NOT-FOR-PROFIT INDUSTRY TO PERFORM A COMPENSATION ANALYSIS FOR THE CEO AND OTHER CORPORATE OFFICERS OF THE REHABILITATION INSTITUTE, INC. THE COMPENSATION ANALYSIS INCLUDES THE FOLLOWING: COMPENSATION SURVEYS BASED UPON THE COMPENSATION AND FRINGE BENEFITS REPORTED ON THE 990 TAX RETURNS FOR COMPARABLE AGENCIES IN THE INDUSTRY. THE RESULTS OF THIS COMPENSATION ANALYSIS ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE FREE BOARD OF DIRECTORS, WHO REVIEWS THE ANALYSIS TO DETERMINE APPROPRIATE COMPENSATION LEVELS AND ENSURE COMPLIANCE WITH THE DUE DILIGENCE GUIDELINES AS OUTLINED IN IRC 4958. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES AND BOARD RESOLUTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE. ADDITIONALLY, THE ORGANIZATION'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART XII LINE 2C THE FINANCE/AUDIT COMMITTEE FOR TRI IS RESPONSIBLE FOR THE REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.