2023-10-31T08:57:15-05:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 160743950 UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC UNIT 5853346000 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 DERRELL WHITBECK PRESIDENT/CHIEF EXECUTIVE OFFICER 5853346000 2023-10-30 1 DERRELL WHITBECK 999009999 1 MELISSA SLATER P01275195 5853811000 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CP ROCHESTER DARRELL WHITBECK 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 15908280 0 X CPROCHESTER.ORG X 1946 NY SUPPORTING PEOPLE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES IN CHOOSING AND ACCOMPLISHING SUCCESSIVE INDIVIDUALIZED LIFE GOALS THROUGH PROVIDING A WIDE RANGE OF SERVICES TO PEOPLE OF ALL AGES IN THE GREATER ROCHESTER AREA; INCLUDING OUTPATIENT CLINICAL, DENTAL, RESIDENTIAL, EDUCATIONAL, RECREATIONAL AND PERSONAL SUPPORT SERVICES. 20 19 348 100 0 0 2648712 989008 12225267 13667670 229043 176782 635839 644021 15738861 15477481 0 0 0 0 8980492 11063116 0 0 76898 4443582 4920640 13424074 15983756 2314787 -506275 11413830 12766260 3551001 4799840 7862829 7966420 X SUPPORTING PEOPLE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES IN CHOOSING AND ACCOMPLISHING SUCCESSIVE INDIVIDUALIZED LIFE GOALS THROUGH PROVIDING A WIDE RANGE OF SERVICES TO PEOPLE OF ALL AGES IN THE GREATER ROCHESTER AREA; INCLUDING OUTPATIENT CLINICAL, DENTAL, RESIDENTIAL, EDUCATIONAL, RECREATIONAL AND PERSONAL SUPPORT SERVICES. 0 0 5665573 6154492 RESIDENTIAL SERVICES - OPERATION OF 5 INDIVIDUAL RESIDENTIAL ALTERNATIVES FOR DEVELOPMENTALLY DISABLED ADULTS AND THE OPERATION OF A RESPITE HOUSE FOR DEVELOPMENTALLY DISABLED ADULTS AND CHILDREN. 45 INDIVIDUALS SERVED. 3010324 2223287 INDIVIDUAL/FAMILY SUPPORT SERVICES - SERVICE COORDINATION, DAY HABILIATION, IN HOME RESPITE AND AT HOME RESIDENTIAL HABILITATION, SUPPORTED EMPLOYMENT,AND FAMILY SUPPORT SERVICES. 453 INDIVIDUALS SERVED. 2838122 3220625 INTEGRATED SERVICES TO CHILDREN (EARLY INTERVENTION AND PRE-SCHOOL SERVICES). 265 INDIVIDUALS SERVED. 2669064 2398951 OUTPATIENT CLINIC SERVICES - THERAPIES AND EVALUATIONS FOR OCCUPATIONAL, PHYSICAL, SPEECH, PSYCHOLOGY, PSYCHIATRY, MASSAGE AND SOCIAL WORK. 1,523 INDIVIDUALS SERVED. 166667 116156 ACCESSIBLE HOME RENOVATIONS. 9 INDIVIDUALS SERVED. 74288 261131 QUALITY SUPPORT SERVICES AND OTHER PROGRAMS 2910019 2776238 14424038 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 24 0 348 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X RENE SANDRONI CONTRACT CHEIF FINANCIAL OFFICER 5853346000 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 BRIAN MEATH BOARD CHAIR 1.00 X X 0 0 0 ANN E KURZ 1ST VICE CHAIR 1.00 X X 0 0 0 JOYCE W WEIR 2ND VICE CHAIR 1.00 X X 0 0 0 JAMES KING TREASURER 1.00 X X 0 0 0 ROY BEECHER ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 SEAN OSSONT SECRETARY 1.00 X X 0 0 0 JEFFERY W BAKER DIRECTOR 1.00 X 0 0 0 ANDREA BONAFIGLIA DIRECTOR 1.00 X 0 0 0 DAVID G CASE DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL A COPPOLA DIRECTOR 1.00 X 0 0 0 EILEEN GAGE ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 CHARLES T GRAHAM DIRECTOR 1.00 1.00 X 0 0 0 ERIC FOULKE DIRECTOR 1.00 X 0 0 0 ROBERT C MADDAMMA DIRECTOR 1.00 X 0 0 0 MARY HERLIHY GEARAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER HARRIS DIRECTOR 1.00 X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 X 0 0 0 RACHEL KIELON DIRECTOR 1.00 X 0 0 0 TIM P VAUGHAN DIRECTOR 1.00 X 0 0 0 KEVIN OVERTON DIRECTOR 1.00 X 0 0 0 MARY WALSH BOATFIELD PRESIDENT 20.00 18.00 X 0 290405 55009 PATRICIA L CUNNINGHAM CHIEF FINANCIAL OFFICER (THRU 6/30) 20.00 18.00 X 0 105288 27277 DARRELL WHITBECK CHIEF OPERATIONS OFFICER 20.00 18.00 X 0 132913 29629 RENE SANDRONI CHIEF FINANCIAL OFFICER (EFF 7/1) 20.00 18.00 X 0 60525 5741 ENDONG LI DENTIST 23.00 X 128907 0 0 NICOLE CILENTO VP WAIVER 40.00 X 110724 0 6185 KRISTI POWERS RESIDENTIAL HABILITATION COORDINATOR 40.00 X 102533 0 6185 342164 589131 130026 3 0 1 0 0 616638 372370 989008 MEDICAID AND OTHER THIRD PARTIES 624100 10020426 10020426 SCHOOL DISTRICTS AND PRESCHOOL PE 624100 3009825 3009825 FEES FOR SVCS RENDERED 624100 637419 637419 13667670 113831 113831 493750 430799 62951 62951 62951 OTHER REVENUE 900099 644021 644021 644021 15477481 14374642 0 113831 9491795 8885547 597695 8553 1571321 1477426 92630 1265 53613 45200 8413 47526 47526 1182267 698728 425339 58200 531563 507945 23583 35 1208589 1105180 96714 6695 48524 19672 28852 10281 3018 7263 185737 174318 10210 1209 70263 60046 9336 881 VEHICLE OPERATING COST 654943 654551 392 MINOR EQUIPMENT MAINTEN 600105 517653 82392 60 FOOD AND BEVERAGE 139410 139410 ACCESSIBLE HOME AND VAN 103661 103661 84158 31683 52475 15983756 14424038 1482820 76898 800189 416457 75721 45849 519284 439160 983330 1228041 56535 69869 5516547 3903325 1732345 1613222 5368599 4621280 1877827 4332382 11413830 12766260 1078590 1232626 116016 267859 62293 425430 2294102 2873925 3551001 4799840 X 7259573 7358772 603256 607648 7862829 7966420 11413830 12766260 X -506275 -940682 1550548 X X 0 1 X 1 0 X 1129931 1557334 1361669 961206 989008 5999148 1129931 1557334 1361669 961206 989008 5999148 5999148 85398 124775 62582 101350 113831 487936 6487084 66925829 0.92480 0.93540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49469 -2115 -834 48188 48002 2310 -843 49469 47333 1507 -838 48002 45117 3061 -845 47333 46874 -915 -842 45117 1 0 113500 113500 2424432 1367659 1056773 1569724 1331975 237749 746207 664401 81806 662684 539290 123394 1613222 BENEFICIAL INTEREST IN AL SIGL CENTER PARTNERS' FOUNDATION 69563 MEMBERSHIP IN CENTER INFORMATION SERVICES, INC. 188374 DUE FROM RELATED PARTIES 149021 INVESTMENT IN GOLISANO AUTISM CENTER, INC. 1478000 BENEFICIAL INTEREST IN ABILITY PARTNERS' FOUNDATION 15140 OPERATING LEASE RIGHT-OF-USE ASSETS 2366324 FINANCING LEASE RIGHT-OF-USE ASSETS 52864 DUE FROM GOLISANO AUTISM CENTER, INC. 13096 4332382 LIABILITY FOR PENSION BENEFITS 378324 DUE TO AFFILIATE 62787 DUE TO FUNDING SOURCES 4503 OPERATING LEASE LIABILTIES 2375448 FINANCING LEASE LIABILITIES 52863 2873925 16087347 -940682 1550548 609866 15477481 0 15477481 15983756 0 15983756 0 15983756 PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED BY DONATIONS MADE DIRECTLY TO THE ORGANIZATION, AS WELL AS, CONTRIBUTIONS THROUGH THE AL SIGL CENTER PARTNERSHIP CAPITAL CAMPAIGN. THE INVESTMENT INCOME FROM THE ENDOWMENT FUNDS ARE USED TO FUND OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN STATUS OF PENSION PLAN 1,550,548. 0 0 0 0 0 0 0 0 0 MARY WALSH BOATFIELD PRESIDENT 0 290405 0 0 0 0 0 41883 0 13126 0 345414 0 0 DARRELL WHITBECK CHIEF OPERATIONS OFFICER 0 132913 0 0 0 0 0 23629 0 6000 0 162542 0 0 FORM 990, PART VI, SECTION A, LINE 3 DURING 2022, THE ORGANIZATION PAID A MANAGEMENT FEE OF $372,000 TO FINGER LAKES UNITED CEREBRAL PALSY, INC., A RELATED NOT-FOR-PROFIT ORGANIZATION, WHICH INCLUDED THE SERVICES OF THE PRESIDENT/CHEIF EXECUTIVE OFFICER, MARY WALSH BOATFIELD, CHIEF FINANCIAL OFFICERS, PATRICIA CUNNINGHAM AND RENE SANDRONI, AND CHEIF OPERATIONS OFFICER, DARRELL WHITBECK WHO ARE REPORTED IN PART VII, SECTION A. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE AUDIT & FINANCE COMMITTEE BEFORE IT IS FILED. A COPY OF FORM 990 IS ALSO AVAILABLE FOR REVIEW BY EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IF A CONFLICT IS NOTED AT ANYTIME IT IS SHARED WITH THE APPROPRIATE MANAGEMENT STAFF, INCLUDING THE PRESIDENT, VICE PRESIDENT OF CORPORATE COMPLIANCE, VICE PRESIDENTS AND AS WARRANTED, THE BOARD OF DIRECTORS' CORPORATE COMPLIANCE LIAISON. THE CONFLICT IS THEN WORKED THROUGH TO AN APPROPRIATE RESOLUTION WITH INVOLVEMENT BY THE ABOVE MENTIONED PARTIES. IN ADDITION, ANNUALLY THE AGENCY'S CODE OF CONDUCT CERTIFICATION FORM IS COMPLETED BY EMPLOYEES, VOLUNTEERS, INDEPENDENT CONTRACTORS, STUDENT INTERNS AND THE BOARD GOVERNING BODY. THIS CERTIFICATION FORM REQUIRES DISCLOSURE OF ANY POSSIBLE CONFLICT OF INTEREST. UPON COMPLETION OF THE FORM IT IS THEN REVIEWED BY THE PRESIDENT, VICE PRESIDENT OF CORPORATE COMPLIANCE, VICE PRESIDENTS AND AS WARRANTED, THE BOARD OF DIRECTORS' CORPORATE COMPLIANCE LIAISON AND WORKED THROUGH TO AN APPROPRIATE RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO- THE BOARD CHAIRPERSON CONDUCTS THE INDIVIDUAL ANNUAL REVIEW, UTILIZING COMPARABLE EXTERNAL MARKET RATE STUDIES SUPPLIED BY THE DIRECTOR OF HUMAN RESOURCES. THE BOARD CHAIRPERSON DISCUSSES THE REVIEW OUTCOME WITH THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE TO ALLOW FOR INPUT AND DELIBERATION. THE COMMITTEE THEN MAKES A DECISION AND A WRITTEN AGREEMENT IS FORMALIZED AND SHARED WITH THE PRESIDENT/CEO. VICE PRESIDENTS- THE PRESIDENT/CEO REVIEWS COMPENSATION ON AN ANNUAL BASIS IN CONJUNCTION WITH THE ANNUAL BUDGET PROCESS. EXTERNAL MARKET RATE STUDIES ARE REVIEWED AT LEAST BI-ANNUALLY FOR ALL STAFF AS PART OF THE AGENCY'S CURRENT PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FUNDED STATUS OF PENSION PLAN 1,550,548. FORM 990, PART XI, LINE 2C THE AUDIT AND FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS. SPECIAL RESIDENTIAL OPPORTUNITIES INC 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 222348184 OPERATE TWO NINE UNIT HUD RESIDENCES IN ROCHESTER, NEW YORK NY 501(C) 3 LINE 10 UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 1 FINGER LAKES UNITED CEREBRAL PALSY 731 PRE-EMPTION ROAD GENEVA NY 14456 160965912 SERVICES FOR DISABLED PERSONS NY 501(C) 3 LINE 7 ABILITY PARTNERS INC 0 ABILITY PARTNERS INC 731 PRE-EMPTION ROAD GENEVA NY 14456 473584358 SOLE MEMBER PARENT CORPORATION NY 501(C) 3 LINE 12C, III-FI N/A 0 ROCHESTER REHABILITATION CENTER INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 160743143 SERVICES FOR TOSE WITH DISABILITIES AND OTHER CHALLENGES NY 501(C) 3 LINE 7 ABILITY PARTNERS INC 0 ABILITY PARTNERS FOUNDATION 731 PRE-EMPTION ROAD GENEVA NY 14456 264419177 RAISE AND GENERATE FUNDS TO SUPPRT SERVICES FOR THOSE WITH DISABILITIES NY 501(C) 3 LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 SPECIAL RESIDENTIAL OPPORTUNITIES INC K 77113 MANDATED