2024-02-13T15:00:11-06:00 2023-03-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-04-01 160743906 GOODWILL VISION ENTERPRISES INC GOOD 5852321111 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 JENNIFER LAKE PRESIDENT AND CEO 5852321111 2024-02-12 1 JENNIFER LAKE 999009999 0 JEFFREY PAILLE P01378272 5853811000 2024-02-12 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER LAKE 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 16104842 0 X WWW.GOODWILLFINGERLAKES.ORG X 1911 NY PLEASE REFER TO SCHEDULE O. 15 14 125 35 0 0 1142684 886350 12405109 13684852 987163 562731 99066 178230 14634022 15312163 0 0 0 0 2220340 2467738 0 0 0 11331721 13544769 13552061 16012507 1081961 -700344 38384000 40988940 19231254 23699463 19152746 17289477 THE MISSION OF GVE IS TO PREPARE AND EMPOWER PEOPLE WITH BARRIERS TOINDEPENDENCE TO BE SELF-SUFFICIENT AND CONTRIBUTE TO THEIR FAMILIESAND COMMUNITIES. 0 0 10108058 11549009 UNDER THE ABILITYONE PROGRAM THE MANUFACTURING DEPARTMENT PRODUCES ANDSELLS A LARGE VARIETY OF OFFICE PRODUCTS, SAFETY SOLUTIONS, ANDCHEMICALS THROUGH DISTRIBUTION CHANNELS TO THE FEDERAL GOVERNMENT.SIGNIFICANT LONG-STANDING PARTNERSHIPS WITH INDUSTRY HAVE CREATED JOBSFOR INDIVIDUALS WHO ARE BLIND AND VISUALLY IMPAIRED. MANUFACTURING HASSEWN UNIFORMS FOR THE MILITARY, THE BLIND AND VISUALLY IMPAIRED PEOPLEWORK IN AN INTEGRATED SETTING AS THEY SEW ALONGSIDE OPERATORS WHO ARESIGHTED. MANUFACTURING HAS CONTRIBUTED REVENUE TO SUPPORT COMMUNITYPROGRAMS FOR THE ORGANIZATION AND JOB TRAINING IS ALWAYS AVAILABLE FORINDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. 1190831 1457669 UNDER THE ABILITY ONE PROGRAM GVE'S CONTACT CENTER PROVIDES EMPLOYMENTOPPORTUNITIES AND HAS CONSISTENTLY DEMONSTRATED OVERALL AND ONGOINGEXCELLENCE IN OPERATIONS, TECHNOLOGY, TRAINING, CONTRACT PROCUREMENT,CORPORATE AND COMMUNITY PARTNERSHIPS AND, MOST IMPORTANTLY, IN OFFERINGCHALLENGING AND REWARDING CAREER OPPORTUNITIES FOR PEOPLE WHO ARE BLINDOR VISUALLY IMPAIRED. CONTACT CENTER EMPLOYEES WHO ARE BLIND ANDVISUALLY IMPAIRED WORK ALONGSIDE THOSE WHO ARE SIGHTED TO DELIVER AHIGH-QUALITY SERVICE AND MEET STRINGENT GOVERNMENT STANDARDS. THISCHALLENGING WORK AND FOCUSED COMMITMENT TO STELLAR CUSTOMER SERVICE HASDISTINGUISHED GVE'S CONTACTER CENTER AS THE NYSPSP NYS PREFERRED SOURCEFOR NEW YORK STATE TELECOMMUNICATION CONTRACTS. 1002656 678174 GVE VISION REHABILITATION PROVIDES LOW VISION SERVICES, INCLUDINGEXAMINATION AND EVALUATION. TRAINING IN ORIENTATION AND MOBILITYTEACHES PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED TO TRAVEL SAFELY INTHEIR HOME AND COMMUNITY. VISION REHAB THERAPY TEACHES INDIVIDUALS WITHVISION LOSS TO ADAPT TO EVERYDAY ACTIVITIES. TRAINING IS PROVIDED USINGADAPTIVE TECHNOLOGY AND COMPUTERS. SOCIAL WORK SERVICES AND CASEMANAGEMENT PROVIDES INFORMATION, SERVICES AND REFERRALS. PRE-VOCATIONALTRAINING FOR YOUNG ADULTS PREPARES THEM TO FUFILL EDUCATIONAL ANDCAREER GOALS. YOUTH AND FAMILIES ARE PROVIDED YEAR ROUND PROGRAMMING TOENHANCE VITAL SKILLS. PROJECT EYE CARE AND EARLY VISION SCREENINGPARTNERS WITH SCHOOLS TO CONNECT FAMILIES WITH MEDICAL PROFESSIONALSFOR EARLY INTERVENTION. 12301545 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 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 0 0 0 0 0 1 1 1 0 0 1 18 0 1 125 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CAROLINA CORDERO DYER 5852321111 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 HARPER IAN VICE CHAIR OF ASSESSMENT 1.00 X X 0 0 0 REEVES TINA M BOARD MEMBER 1.00 X 0 0 0 THIAGARAJAN VIVEK BOARD MEMBER 1.00 X 0 0 0 SIMMONS HEZEKIAH BOARD MEMBER 1.00 X 0 0 0 ROONEY GERRY SECRETARY 1.00 X X 0 0 0 POLTRINO ROBERT BOARD MEMBER 1.00 X 0 0 0 NASSAR MCAVINNEY JUDIE LYNN BOARD MEMBER 1.00 X 0 0 0 KITCHEN SUSAN TREASURER 1.00 X X 0 0 0 JACKMAN PATRICK BOARD MEMBER 1.00 X 0 0 0 HENDERSON JOHN CHAIR 1.00 X X 0 0 0 BRENNER ROBERT BOARD MEMBER 1.00 X 0 0 0 FERBER MARGARET AUDIT CHAIR (END 7/22) 1.00 X 0 0 0 GOULD AMY BOARD MEMBER 1.00 X 0 0 0 FRAME MICHAEL MEMBER AT LARGE 1.00 X X 0 0 0 DILORETO DAVID BOARD MEMBER 1.00 X 0 0 0 DILLION JUNIOR BOARD MEMBER 1.00 X 0 0 0 BURGESSEBONY BOARD MEMBER 1.00 X 0 0 0 ALAIMO DARRICK AUDIT CHAIR (START 8/22) 1.00 X X 0 0 0 JENNIFER LAKE PRESIDENT AND CEO 22.50 22.50 X X 0 334609 20584 HARRINGTON BRIAN VICE CHAIR OF PLANNING & RESOURCES 1.00 X X 0 0 0 CAROLINA CORDERO DYER CHIEF FINANCIAL OFFICER 22.50 22.50 X X 0 191173 21878 JOSEPH KELLS DIRECTOR OF SALES AND BUS. DEVELOPMENT 37.50 X 101387 0 14544 JOYEL M BENNET SENIOR VICE PRESIDENT OPERATIONS & SERVICES 37.50 X 149160 0 1429 250547 525782 58435 2 0 1 0 YORUK PROPERTIES LLC 1425 JEFFERSON ROAD ROCHESTER NY 14623 189689 1 19929 500000 87436 278985 19929 886350 PRODUCT AND RETAIL SALES 459900 13021708 13021708 PROGRAM PAYMENTS 624100 663144 663144 13684852 425689 425689 644943 644943 0 251597 0 114555 251597 -114555 137042 137042 169421 19929 33181 136240 136240 OTHER REVENUE 459900 41990 41990 41990 15312163 13684852 0 740961 250547 250449 98 2007020 2006231 789 -173527 -173457 -70 219281 189042 30239 164417 164351 66 2742685 2742685 7929 6016 1913 14750 13200 1550 56986 56986 294840 266919 27921 1000 1000 16695 14883 1812 16993 16993 461016 402477 58539 19062 19062 13739 13739 432770 80076 352694 688309 299917 388392 MATERIALS AND SUPPLIES 6402751 6403090 -339 DIRECT LABOR AND BENEFI 1906591 1906591 COMMISSIONS AND FEES 304998 304998 OTHER 78258 30913 47345 85397 85055 342 16012507 12301545 3710962 0 529 -16732 332309 0 152489 145445 1601955 1889549 280000 1312434 2140341 182932 378723 35689191 22389012 13807679 13300179 16747547 17692170 2885468 1080658 5459265 38384000 40988940 1088933 1168812 4652090 4347168 7724447 7477402 5765784 10706081 19231254 23699463 X 13927471 12569481 5225275 4719996 19152746 17289477 38384000 40988940 X -700344 -1781367 618442 X X 0 1 X 1 0 X 673886 1203632 384796 1142684 886350 4291348 16469535 15815807 11624321 12405109 13684852 69999624 43640 159865 177660 169421 550586 17187061 17019439 12168982 13725453 14740623 74841558 30989 18071 128144 10275 47699 235178 0 30989 18071 128144 10275 47699 235178 74606380 1501260 1271789 1125039 1101357 1207674 6207119 1501260 1271789 1125039 1101357 1207674 6207119 1875 2 4792 41990 48659 18690196 18291230 13294021 14831602 15990287 81097336 0.92000 0.91800 0.07650 0.08100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 3734 3734 66699111 66702845 1000000 250000 0 0 1000000 1000000 1500000 3734 3734 250000 250000 375000 17602949 -1027466 810000 15765483 15127438 2392328 782183 699000 17602949 11197034 4636404 706000 15127438 14398227 -1343193 1858000 11197034 15866732 221006 341503 2031014 14398227 0.72130 0.27870 0 0 3261669 3261669 25111357 15756415 9354942 7316165 6632597 683568 13300179 INTEREST RATE SWAP ASSET 712990 PENSION ASSET 1309255 RIGHT OF USE ASSET - OPERATING LEASE 3349584 EMPLOYEE RETENTION CREDIT RECEIVABLE 87436 5459265 DUE TO RELATED PARTY 7325306 LEASE LIABILITY - OPERATING LEASES 3380775 10706081 14092252 -1781367 618442 -1162925 15255177 56986 56986 15312163 15955521 0 15955521 56986 56986 16012507 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 177,449. CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PENSION PLAN -237,131. EVENT EXPENSES 33,181. INTERCOMPANY RENTAL ACTIVITY 644,943. GALA 189350 19929 169421 2650 25574 500 4457 189350 19929 169421 2650 25574 500 4457 33181 136240 X X 0 0 0 0 0 0 0 0 0 JENNIFER LAKE PRESIDENT AND CEO 0 259609 0 75000 0 0 0 20500 0 84 0 355193 0 0 CAROLINA CORDERO DYER CHIEF FINANCIAL OFFICER 0 172354 0 18819 0 0 0 0 0 21878 0 213051 0 0 JOYEL M BENNET SENIOR VICE PRESIDENT OPERATIONS & S 130310 0 18850 0 0 0 0 0 1429 0 150589 0 0 0 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2013-02-08 6516000 REFINANCE OF 1/1/08 BONDS USED 0 1 0 A 6516000 6516000 2013 1 0 1 1 A 0 0 0 0 1 1 KEY BANK 10.000000000000 0 0 0 0 1 A 1 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION (F) DESCRIPTION OF PURPOSE: REFINANCE OF 1/1/08 BONDS USED TO BUILD ADDITIONAL RETAIL LOCATIONS. FORM 990, PART VI, SECTION A, LINE 3 GOODWILL OF THE FINGER LAKES, INC. (GFL), A RELATED 501(C)(3) ORGANIZATION PROVIDES CERTAIN ADMINISTRATIVE AND MANAGEMENT SERVICES TO GVE FOR WHICH GVE PAYS GFL A MANAGEMENT FEE OF $2,742,685. IN ADDITION CERTAIN GFL EMPLOYEES PERFORM MANAGEMENT DUTIES FOR GVE AND ARE OFFICERS OF GVE. JENNIFER LAKE AND CAROLINA CORDERO DYER ARE OFFICERS OF BOTH GFL AND GVE. TOTAL COMPENSATION PAID THESE INDIVIDUALS BY GFL IS REPORTED ON GVE'S 990 PART VII COLUMN E REPORTABLE COMPENSATION FROM RELATED ORGANIZATION AND COLUMN F. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED BY MANAGEMENT FOR ACCURACY AND FILED UPON APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY HAS A VERY STRONG CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A STATEMENT AT THE FIRST MEETING OF THE YEAR STATING WHAT, IF ANY CONFLICTS OF INTEREST THEY MAY HAVE OR POTENTIALLY ANTICIPATE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S COMPENSATION PHILOSOPHY IS THAT MOST JOBS ARE PRICED WITHIN 15% OF MARKET RATE. CURRENTLY, THE ORGANIZATION RELIES MOST HEAVILY ON THE ROCHESTER BUSINESS ALLIANCE (RBA) ANNUAL SALARY SURVEY FOR DATA FOR MOST POSITIONS. THE ORGANIZATION ALSO PARTICIPATES WITH OTHER GOODWILLS IN A MERCER EXECUTIVE COMPENSATION STUDY ON A BI-ANNUAL BASIS. NATIONAL DATA IS ALSO USED FOR SENIOR LEADERSHIP POSITIONS GENERALLY OBTAINED FROM ROCHESTER BUSINESS ALLIANCE AND THE GOODWILL NATIONAL SURVEY. THE EXECUTIVE BOARD REVIEWS AND APPROVES ALL SENIOR LEADER COMPENSATION. FOR NEW POSITIONS, HUMAN RESOURCES DEPARTMENT WORKS WITH THE HIRING MANAGER TO ESTABLISH A JOB DESCRIPTION THAT INCLUDES ESSENTIAL JOB FUNCTIONS AND NECESSARY EXPERIENCE, ETC. USING THAT INFORMATION, ALONG WITH FLSA AND EEO GUIDELINES, AS WELL AS THE RBA DATA, THE POSITION IS THEN GRADED AND MARKET PRICED. THE BASE SALARY AMOUNT THAT IS OFFERED IS DEPENDENT ON THE APPLICANT'S EXPERIENCE. THE GOAL IS TO HIRE FULLY QUALIFIED INDIVIDUALS CLOSE TO THE MID-RANGE OF THE ESTABLISHED PAY GRADE (THAT IS THE DETERMINED MARKET RATE) FOR THE POSITION; IF LESS EXPERIENCED, THEY ARE GENERALLY HIRED SOMEWHERE BETWEEN 25% AND 50% OF THE GRADE. FOR EXISTING POSITIONS, COMPENSATION AND JOB DESCRIPTIONS ARE REVIEWED ON A YEARLY BASIS FOR POSSIBLE MERIT INCREASE IN APRIL BASED ON JOB PERFORMANCE. ANNUAL REVIEWS ARE REQUIRED TO BE ELIGIBLE FOR AN INCREASE. IF AN EMPLOYEE RECEIVES AN INCREASE AFTER OCTOBER 1, OR IS HIRED AFTER OCTOBER 1, THEY ARE GENERALLY NOT ELIGIBLE FOR THE ANNUAL INCREASE IN APRIL. EXECUTIVE COMPENSATION IS DETERMINED BY THE BOARD AND PERFORMANCE IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOODWILL VISION ENTERPRISES, INC. MAKES AVAILABLE ALL NON-CONFIDENTIAL INFORMATION TO THE GENERAL PUBLIC AT THE AGENCY'S MAIN CORPORATE OFFICE AT 422 SOUTH CLINTON AVENUE, ROCHESTER, NEW YORK UPON REQUEST. THIS DOCUMENTATION CONSISTS OF AUDITED FINANCIAL STATEMENTS, ANNUAL 990 DOCUMENTS, AND OTHER INFORMATION THAT WOULD ENABLE AN INDIVIDUAL TO MAKE AN INFORMED DECISION ABOUT THE CHARITABLE NATURE OF THE ORGANIZATION. ANY INDIVIDUAL MAY REQUEST TO INSPECT THIS INFORMATION FOR ANY OR ALL OF THE LAST THREE YEARS. ANYONE WHO WISHES A COPY IS ASKED TO REIMBURSE THE AGENCY FOR REASONABLE COPYING CHARGES. FORM 990, PART XI, LINE 9: CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PENSION PLAN -237,131. CHANGE IN INTEREST RATE SWAP 177,449. FUNDRAISING EVENT EXPENSES 33,181. INTERCOMPANY RENTAL ACTIVITY 644,943. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. FORM 990, PART I, LINE 1 GOODWILL VISION ENTERPRISES, INC. (GVE) AND GOODWILL OF THE FINGER LAKES (GOODWILL) HAVE A VERY LONG AND SUCCESSFUL HISTORY. GVE PROVIDES COMPREHENSIVE VISION REHABILITATION SERVICES FOR INDIVIDUALS OF ALL AGES WITH VISION LOSS IN ROCHESTER AND THE GREATER FINGER LAKES REGION. NAMED A CENTER OF EXCELLENCE, GVE IS NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR ITS WORLD CLASS LOW VISION CLINIC WHERE INDIVIDUALS LEARN HOW TO OPTIMIZE THEIR RESIDUAL VISION BY LEARNING ADAPTIVE TECHNIQUES TO CARRY OUT EVERY DAY TASKS THAT MOST PEOPLE TAKE FOR GRANTED, TRAVEL SAFELY, AND OBTAIN OR REMAIN ON A JOB. WHETHER AN INDIVIDUAL IS TOTALLY BLIND OR HAS SOME USEABLE VISION, OUR COMPREHENSIVE VISION REHABILITATION SERVICES ARE GEARED TOWARD EMPOWERING INDIVIDUALS AND KEEPING THEM INDEPENDENT. GVE IS ALSO RECOGNIZED FOR ITS STATE OF THE ART ADAPTIVE TECHNOLOGY SERVICES WHEREBY INDIVIDUALS ARE EXPOSED TO AND TAUGHT HOW TO USE THE LATEST DEVICES SUCH AS TABLETS, SMART PHONES, COMPUTERS, VIDEO GAMES ETC. INDIVIDUALS ARE TAUGHT SOFTWARE PROGRAMS THAT THEY NEED FOR SCHOOL OR WORK. OUR CHILDREN'S PROGRAMS ARE DESIGNED TO TEACH SOCIAL SKILLS, TECHNOLOGY, SELF-ADVOCACY, SAFE TRAVEL, AND OTHER ACTIVITIES THAT FOSTER CONFIDENCE AND WELL-BEING. FAMILY SUPPORT PROGRAMS ARE OFFERED AND RECREATION EVENTS BRING CHILDREN TOGETHER WITH THEIR FAMILIES. AN ARRAY OF PROGRAMS ARE OFFERED TO ADULTS AND YOUTH WITH VISION LOSS TO KEEP THEM ACTIVE, SOCIAL AND HEALTHY. ALL OF THE PROGRAMS ARE SUPPORTED BY COUNSELLING, SUPPORT GROUPS AND CASE MANAGEMENT; A DEDICATED TEAM OF SOCIAL WORKERS ASSIST INDIVIDUALS DEALING WITH VISION LOSS TO ADJUST AND LEARN TO ACCESS ALL OF THE PROGRAMS AND SERVICES THEY NEED. IN AN EFFORT TO PREVENT VISION LOSS BEFORE IT OCCURS, GVE HAS ACTIVE VISION WELLNESS PROGRAMS OFFERED TO OUR COMMUNITY. THE EARLY VISION SCREENING PROGRAM REACHES CHILDREN FROM 6 MONTHS TO 5 YEARS AND HAS IDENTIFIED MANY CHILDREN WITH CONDITIONS THAT COULD IF NOT TREATED LEAD TO SERIOUS VISION LOSS OR EYE DISEASE; VISION CARE FOR KIDS SCREENS SCHOOL AGE CHILDREN WHO DO NOT HAVE INSURANCE AND PROVIDES FREE GLASSES FOR THOSE WHO NEED THEM; PROJECT EYE CARE PROVIDES VISION EXAMS BY VOLUNTEER DOCTORS TO THOSE WITHOUT VISION INSURANCE AND WHO ARE SOCIO-ECONOMICALLY DISADVANTAGED. GOODWILL OF THE FINGER LAKES INC 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 274212702 RETAIL NY 501(C)(3) LINE 12C, III-FI GOODWILL VISION ENTERPRISES INC 1 SENECA PLACE LLC 183 E MAIN STREET 6TH FLOOR ROCHESTER NY 14604 141924124 RENTAL PROPERTY NY ABVI-GOODWILL RESIDENTIAL RESOURCES INC 197 0 0 0.00500 ABVI-GOODWILL RESIDENTIAL RESOURCES INC 422 SOUTH CLINTON AVENUE ROCHESTER NY 14620 260171247 RENTAL PROPERTY NY GOODWILL VISION ENTERPRISES C 1098 1.00000 1 1 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 GOODWILL OF THE FINGER LAKES INC J 644944 FAIR MARKET VALUE GOODWILL OF THE FINGER LAKES INC P 2742685 FAIR MARKET VALUE GOODWILL OF THE FINGER LAKES INC A 644944 FAIR MARKET VALUE GOODWILL OF THE FINGER LAKES INC D FAIR MARKET VALUE