2024-11-15T13:55:16-06:00 2023-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2023-01-01 221735360 OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY INC OCCU 6092676677 2 MANHATTAN DRIVE BURLINGTON NJ 08016 ISAAC MANNING EXECUTIVE DIRECTOR/CEO 6092676677 2024-11-15 1 1 BENJAMIN E MCDANNELL CPA P01738977 6096899700 2024-11-15 2023 2024-10-15 13:58:12Z ISAAC MANNING 2 MANHATTAN DRIVE BURLINGTON NJ 08016 63617082 0 X WWW.OTCBC.ORG X 1962 NJ ASSIST INDIVIDUALS WITH DISABILITIES IN REACHING THEIR MAXIMUM POTENTIAL. 14 14 834 14 0 0 5187155 9176585 40964588 40398476 1901559 1976100 640432 604773 48693734 52155934 0 2503565 0 0 27415978 32383790 0 0 0 13004107 12666347 40420085 47553702 8273649 4602232 82501592 91142374 7585603 9097147 74915989 82045227 X ASSIST INDIVIDUALS WITH DISABILITIES IN REACHING THEIR MAXIMUM POTENTIAL. 0 0 18782480 2503565 16037637 SHELTERED WORKSHOP - CONSISTS OF THE FOLLOWING PROGRAMS:BENCH ASSEMBLY - PROVIDES VOCATIONAL TRAINING IN THE FORM OF SIMPLE ASSEMBLY INCLUDING PACKAGING, PRODUCTION AND ORDER FULFILLMENT.FEDERAL JANITORIAL AND FOOD SERVICE CONTRACTS THAT ARE SECURED UNDER THE ABILITY-ONE PROGRAM AND ARE IN CONJUNCTION WITH SOURCE AMERICA, THE CENTRAL NON-PROFIT ORGANIZATION. THIS PROGRAM ALLOWS INDIVIDUALS WITH DISABILITIES TO CHOOSE FROM A VARIETY OF WORK OPPORTUNITIES PROVIDED THROUGH FEDERAL GOVERNMENT CONTRACTS.STATE OF NEW JERSEY THE CONTRACTS THAT THE CENTER MANAGES FOR THE STATE OF NEW JERSEY ARE ADMINISTERED AND REGULATED THROUGH CNA ACCESS NEW JERSEY, A NON-PROFIT ORGANIZATION. THIS PROGRAM OFFERS BOTH JANITORIAL AS WELL AS BUILDING MAINTENANCE EMPLOYMENT OPPORTUNITIES.BURLINGTON COUNTY JANITORIAL THE CENTER ACQUIRED THE JANITORIAL CONTRACT FOR ALL OF THE COUNTY'S OFFICE BUILDINGS IN 2011. 14170648 14763042 RESOURCE RECOVERY - THIS PROGRAM EMPLOYS INDIVIDUALS WITH DISABILITIES WHO ASSIST IN THE COLLECTION AND PROCESSING OF RECYCLABLE MATERIALS. DISABLED INDIVIDUALS ALSO WORK AT THE RECYCLING FACILITY SORTING AND BALING RECYCLED MATERIALS. THE RECYCLING FACILITY IS LEASED TO BURLINGTON COUNTY UNDER A 20-YEAR AGREEMENT; WHILE THE OPERATIONS, PROCESSING AND MARKETING SERVICES ARE FUNDED THROUGH AN ANNUAL AGREEMENT WITH BURLINGTON COUNTY. RECYCLING SERVICES ARE ALSO PROVIDED UNDER CONTRACTS WITH THE FEDERAL GOVERNMENT AND THE STATE OF NEW JERSEY. 4270797 4982334 COMMUNITY ACCESS CENTERS - PROVIDED THROUGH FOUR COMMUNITY ACCESS CENTERS THAT HELP INTEGRATE INDIVIDUALS WITH DISABILITIES INTO THE COMMUNITY THROUGH RECREATIONAL AND PAID OR VOLUNTEER ACTIVITIES. THIS PROGRAM FOCUSES ON DEVELOPING PERSONAL SKILLS, PRACTICING GOOD HEALTH AND HYGIENE, AND BUILDING WORK HABITS OF THE INDIVIDUALS SERVED. A SPECIAL NEEDS PROGRAM ALSO PROVIDES NURSING AND OCCUPATIONAL THERAPY SERVICES TO INDIVIDUALS WITH SEVERE DISABILITIES. 4031917 4656849 GROUP HOMES - THERE ARE SIX GROUP HOMES OPERATED UNDER THIS PROGRAM. THE PATRICIA W. LEULIETTE FACILITY, LOCATED IN SPRINGFIELD TOWNSHIP, IS A 2,500 SQ. FOOT HOME FOR FIVE ADULTS WITH DEVELOPMENTAL DISABILITIES. THE KATHLEEN WRIGHT FACILITY, LOCATED IN MARLTON, IS A 2,024 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE FLORENCE GILBERT FACILITY, LOCATED IN WILLINGBORO, IS A 2,516 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE ROBERT SCHEYHING FACILITY, LOCATED IN MARLTON, IS A 2,136 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE JOHN WEGENER FACILITY, LOCATED IN WILLINGBORO, IS A 2,200 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE ROBERT BANKARD GROUP HOME LOCATED IN WILLINGBORO, IS A 2,195 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. AROUND THE CLOCK STAFFING HELPS TO PROVIDE A REAL HOME ENVIRONMENT WHILE ENCOURAGING PERSONAL GROWTH TO THE INDIVIDUALS SERVED. 4031917 4656849 41255842 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 834 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MARCY PATTERSON CONTROLLER 6092676677 2 MANHATTAN DRIVE BURLINGTON NJ 08016 ISAAC MANNING EXECUTIVE DIRECTOR/CEO 40.00 X 326120 0 37430 KAREN ELLIOTT ASSISTANT EXECUTIVE DIRECTOR 40.00 X 259203 0 49925 MATTHEW JUGAN DIRECTOR OF OPERATIONS: GOV CONTRACTS 40.00 X 162049 0 21939 COLLEEN WITTEN CONTROLLER 40.00 X 128333 0 35275 JEFFREY HAINES CHIEF EXECUTIVE OFFICER (FORMER) 40.00 X 154802 0 0 TIMOTHY WHELIHAN GENERAL MANAGER: RECYCLING 40.00 X 137566 0 13553 JAMES MCGURL JR RECYCLINGS COLLECTION MANAGER 40.00 X 134705 0 14136 DEAN COLOMBAN IT MANAGER 40.00 X 126328 0 1039 FRANKLIN GOMEZ PRESIDENT 1.00 X X 0 0 0 JANET WATSON VICE PRESIDENT 1.00 X X 0 0 0 MARK GRIZER TREASURER 1.00 X X 0 0 0 CHARLIE RILEY SECRETARY 1.00 X X 0 0 0 DARLENE BARRINGTON BOARD MEMBER 1.00 X 0 0 0 DONALD I BRYAN BOARD MEMBER 1.00 X 0 0 0 AL CASCARINA BOARD MEMBER 1.00 X 0 0 0 RANDY CHEN BOARD MEMBER 1.00 X 0 0 0 SHERRELL FITTS BOARD MEMBER 1.00 X 0 0 0 DOMENICK GRECO BOARD MEMBER 1.00 X 0 0 0 WERNER GUERRIER BOARD MEMBER 1.00 X 0 0 0 ROBERT J LAPALOMENTO BOARD MEMBER 1.00 X 0 0 0 PATRICIA W LEULIETTE BOARD MEMBER 1.00 X 0 0 0 ELLEN E MUSHINSKI BOARD MEMBER 1.00 X 0 0 0 1429106 0 173297 15 1 1 0 MERCADIEN PO BOX 7648 PRINCETON NJ 08543 ACCOUNTING 131220 1 1461 8783876 391248 3254853 9176585 SHELTERED WORKSHOP 624310 15962833 15962833 RESOURCE RECOVERY 900099 14763042 14763042 MEDICAID 900099 9301266 9301266 GROUP HOMES 900099 371335 371335 40398476 2500586 2500586 563387 0 563387 563387 563387 10932562 4100 11461148 0 -528586 4100 -524486 -524486 OTHER INCOME 900099 41386 41386 41386 52155934 40439862 0 2539487 2503565 2503565 504658 504658 24540368 21280731 3259637 5369439 4806176 563263 1969325 1701062 268263 40809 19619 21190 127252 92132 35120 498521 144438 354083 132670 102732 29938 2248744 2100126 148618 132671 54187 78484 2814155 2393678 420477 3222202 3174519 47683 57512 28128 29384 16664 12729 3935 1671291 1582814 88477 52504 52504 EQUIPMENT RENTAL AND RE 845433 819680 25753 MISCELLANEOUS EXPENSES 805919 439526 366393 47553702 41255842 6297860 0 8078 929290 10938636 8088776 6885550 8283064 237486 244444 53030631 35763437 15037839 17267194 49365491 56301094 28512 28512 82501592 91142374 5669712 9097147 1915891 7585603 9097147 X 74814721 79893835 101268 2151392 74915989 82045227 82501592 91142374 4602232 2527006 0 X X 0 1 X 1 0 X 4695515 5757739 5626991 5187155 9176585 30443985 4695515 5757739 5626991 5187155 9176585 30443985 30443985 2016566 1809344 2281010 2387194 3063973 11558087 157565 157565 42159637 188011997 0.72210 0.73480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE C, PART 1-A, LINE 1 THE ORGANIZATION UTILIZES ADVOCACY GROUPS TO ADVANCE POLICY INITIATIVES AT THE STATE AND FEDERAL LEVEL THAT ARE BENEFITICAL TO THE ORGANIZATION'S PROGRAMS. 2166347 2166347 19618236 10773550 8844686 6077701 3549858 2527843 25168347 21440029 3728318 17267194 X 54682940 2527006 2527006 52155934 0 52155934 47553702 0 47553702 0 47553702 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE CENTER'S TAX POSITIONS AND CONCLUDED THAT THE CENTER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 HUDSON COMMUNITY ENTERPRISES 68-70 TUERS AVE JERSEY CITY NJ 07306 221629147 501(C)(3) 973985 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. THE ARC MERCER INC 180 EWINGVILLE RD EWING TOWNSHIP NJ 08638 210726335 501(C)(3) 457373 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. EMPLOYMENT HORIZONS INC 10 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 221612741 501(C)(3) 325551 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. CAREER OPPORTUNITY DEVELOPMENT INC 901 ATLANTIC AVE EGG HARBOR CITY NJ 08215 237073173 501(C)(3) 191433 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. NORTH JERSEY FRIENDSHIP HOUSE INC 125 ATLANTIC STREET HACKENSACK NJ 07601 221766593 501(C)(3) 161622 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. GOODWILL INDUSTRIES OF GREATER NEW YORK & NORTHERN NEW JERSEY INC 25 ELM PLACE 3RD FL BROOKLYN NY 11201 131641068 501(C)(3) 128025 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. CARE PLUS NJ INC 1 KALISA WAY PARAMUS NJ 07652 222181654 501(C)(3) 54671 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. THE ARC OF SALEM COUNTY 150 SALEM WOODSTOWN ROAD PO BOX 5 SALEM NJ 08079 221899378 501(C)(3) 41055 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. BRIGHT STAR SCANNING SERVICES CORP 60 PARK PLACE SUITE 402 NEWARK NJ 07102 320262304 501(C)(3) 36608 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. THE ARC OCEAN COUNTY 815 CEDAR BRIDGE AVE LAKEWOOD NJ 08701 210723435 501(C)(3) 33819 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. SCARC INC 11 US ROUTE 206 SUITE 100 AUGUSTA NJ 07822 221775304 501(C)(3) 19591 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. JERSEY CAPE DIAGNOSITC TRAINING AND OPPORTUNITY CENTER INC 152 CREST HAVEN RD CAPE MAY COURT HOUSE NJ 08210 221969859 501(C)(3) 13099 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. PATHWAYS TO INDEPENDENCE INC 60 KINGSLAND AVE KEARNY NJ 07032 222169927 501(C)(3) 12860 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. CATHOLIC COMMUNITY SERVICES 590 NORTH 7TH STREET NEWARK NJ 07107 221585565 501(C)(3) 36061 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. 14 0 FORM 990, SCHEDULE I, PART I, LINE 2: THE CENTER PROVIDES GRANTS TO OTHER ORGANIZATIONS IN ACCORDANCE WITH THEIR CONTRACT WITH THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS. ORGANIZATION'S APPLYING FOR GRANTS MUST HAVE EXISTING PROGRAMS FOR VOCATIONAL SERVICES. THE ORGANIZATIONS APPLYING FOR ASSISTANCE PROVIDE REPORTS OF EXPENDITURES THAT ARE THEN REIMBURSED THROUGH THE SUBAWARDS MADE BY THE CENTER. X X 0 1 0 0 0 0 0 0 0 ISAAC MANNING EXECUTIVE DIRECTOR/CEO 326120 0 0 0 0 0 22500 0 14930 0 363550 0 0 0 KAREN ELLIOTT ASSISTANT EXECUTIVE DIRECTOR 259203 0 0 0 0 0 22500 0 27425 0 309128 0 0 0 MATTHEW JUGAN DIRECTOR OF OPERATIONS: GOV CONTRACT 162049 0 0 0 0 0 0 0 21939 0 183988 0 0 0 COLLEEN WITTEN CONTROLLER 128333 0 0 0 0 0 0 0 35275 0 163608 0 0 0 JEFFREY HAINES CHIEF EXECUTIVE OFFICER (FORMER) 0 0 0 0 154802 0 0 0 0 0 154802 0 0 0 TIMOTHY WHELIHAN GENERAL MANAGER: RECYCLING 137566 0 0 0 0 0 0 0 13553 0 151119 0 0 0 X 16 3254853 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION RECEIVED 16 VEHICLES AND RELATED EQUIPMENT FOR USE WITHIN THE RESOURCE RECOVERY PROGRAM. FORM 990, PART VI, SECTION A, LINE 5 IN MARCH OF 2024, THE CENTER DISCOVERED THAT A FORMER EMPLOYEE HAD DIVERTED CASH AND OTHER ASSETS FROM THE CENTER. CASH FROM OUTSTANDING CUSTOMER RECEIVABLES WERE DEPOSITED INTO BANK ACCOUNTS THE INDIVIDUAL OPENED SURREPTITIOUSLY. THE INDIVIDUAL WAS THE SOLE SIGNER OF THE ACCOUNT. THE TOTAL AMOUNT OF ASSETS DIVERTED FROM THE CENTER WAS APPROXIMATELY $3.1 MILLION CONSISTING OF A VEHICLE PURCHASED BY THE CENTER AS WELL AS $2.8 MILLION IN CASH RECEIPTS WHICH WERE DEPOSITED INTO THE BANK ACCOUNTS. THE ACCOUNTS WERE CLOSED IN MARCH 2024 AND THE BALANCE REMAINING OF $808,931 WAS RECOVERED BY THE CENTER. THE CENTER ALSO RECEIVED REPAYMENT OF $490,000 DIRECTLY FROM THE FORMER EMPLOYEE. THE CENTER EXPECTS TO RECOVER THE REMAINING BALANCE OF DIVERTED FUNDS THROUGH RESTITUTION AND INSURANCE COVERAGES. THE STATE OF NEW JERSEY ATTORNEY GENERAL'S OFFICE IS OVERSEEING THE ONGOING INVESTIGATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED WITH A COPY OF THE DRAFT 990 FOR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND KEY EMPLOYEE TO COMPLETE AN ANNUAL CERTIFICATION OF ETHICAL CONDUCT, CONFLICT OF INTEREST AND COMPENSATION POLICIES. THE CERTIFICATION FORM REQUIRES THE BOARD MEMBERS AND KEY EMPLOYEES TO INDICATE IF THEY HAVE ANY CONFLICTS OR HAVE ANY INTEREST THAT MAY GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION SURVEY ANALYSIS IS PREPARED BY THE HUMAN RESOURCE DIRECTOR IN YEARS FOR WHICH SALARY ADJUSTMENTS ARE CONSIDERED, WHICH COMPARES COMPENSATION PAID BY THE ORGANIZATION TO THE COMPENSATION DATA OBTAINED FROM SURVEYS FOR OTHER ORGANIZATIONS. EACH DEPARTMENT HEAD WILL THEN SUBMIT RECOMMENDED PERCENTAGE INCREASES TO THE HUMAN RESOURCE DIRECTOR WHO WILL THEN PRESENT THOSE RECOMMENDATIONS AND SURVEYS TO THE EXECUTIVE DIRECTOR. THE PERSONNEL COMMITTEE WILL THEN REVIEW AND DISCUSS THE RECOMMENDATIONS ALONG WITH THE COMPENSATION SURVEY FOR SALARY ADJUSTMENTS AND THEN FORWARD TO THE BOARD FOR REVIEW AND APPROVAL. THE BOARD WILL THEN REVIEW ALL APPROPRIATE INFORMATION AND WILL PASS ON OR APPROVE SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAD NOT CHANGED FROM THE PRIOR YEAR.