2024-05-14T11:07:18-05:00 2023-06-30 921397405 TSS ADVISORS LLC 19 MORGAN DRIVE LEBANON NH 03766 990 2022-07-01 030280863 LINCOLN STREET INC LINC 8022801911 PO BOX 4409 WHITE RIVER JUNCTION VT 05001 SHANNON BURBELA CFO 8022801911 2024-05-14 1 SHANNON BURBELA 999009999 0 AMBER T MCGONIS CPA P01589070 6036530044 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHERYL THRALL PO BOX 4409 WHITE RIVER JUNCTION VT 05001 8531437 0 X WWW.LINCOLNSTREETINC.ORG X 1979 VT TO PROVIDE RESIDENTIAL AND DAY PROGRAMS TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WHO LIVE WITHIN THE STATE OF VERMONT. 6 6 55 9 0 0 72136 395998 7352954 8067193 967 68246 0 0 7426057 8531437 0 0 0 0 2906969 3638403 0 0 0 4179557 4557930 7086526 8196333 339531 335104 4803471 5229444 541020 631889 4262451 4597555 X TO SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES BY ASSISTING THEM TO IDENTIFY THEIR NEEDS, DESIRES AND NECESSARY SUPPORTS TO ASSURE THEY REACH THEIR FULL POTENTIAL WHILE PARTICIPATING AS CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. 0 0 4454291 3256671 DAY SERVICES - LINCOLN STREET OFFERS COMMUNITY SUPPORTS THAT ENHANCE CONSUMERS' ACCESS TO ACTIVITIES IN THE LOCAL COMMUNITY, PROMOTE INDEPENDENCE, AND ENABLE PARTICIPATION IN A BROAD RANGE OF EXPERIENCES. THROUGH THIS PROGRAM, CONSUMERS DEVELOP INDEPENDENT LIVING SKILLS, ESTABLISH AND ENHANCE FRIENDSHIPS, VOLUNTEER IN THE COMMUNITY, PURSUE RECREATION AND LEISURE ACTIVITIES, AND GET HEALTHY THROUGH EXERCISE 1447624 1352823 LINCOLN STREET ALSO PROVIDES SERVICE IN COMPLIANCE WITH THE REGULATIONS OF THE ADULT FAMILY CARE PROGRAM UNDER VERMONT'S CHOICES FOR CARE INITIATIVE, WORKING TO DEVELOP COMMUNITY-BASED OPTIONS OF CARE FOR PEOPLE REQUIRING A NURSING HOME LEVEL OF SUPPORT UNDER ITS VERMONT COMFORTS OF HOME PROGRAM CARE FACILITY WOULD PROVIDE IS REQUIRED. 959366 640950 CASE MANAGEMENT - THE CONSUMERS SERVED IN THE LINCOLN STREET'S SERVICE COORDINATION PROGRAM RECEIVE INDIVIDUALIZED SUPPORT FROM A DEDICATED GROUP OF COMMUNITY INCLUSION FACILITATORS WHO TAKE RESPONSIBILITY FOR MANAGING THE ENTIRE ARRAY OF SERVICES EACH CONSUMER RECEIVES. WORKING TOGETHER, STAFF, CONSUMER AND FAMILY DEVELOP AN ANNUAL INDIVIDUALIZED SERVICE AGREEMENT THAT REFLECTS EACH CONSUMER'S GOALS FOR THE YEAR AND SERVES AS THE GUIDE THAT DRIVES SCHEDULE AND SERVICES. 483627 2816749 OTHER - LINCOLN STREET PROVIDES SERVICES FOR INDIVIDUALS WITH DISABILITIES WHO ARE ENROLLED IN THE PROJECT SEARCH PROGRAM WHICH IS A BUSINESS LED, SCHOOL-TO-WORK TRAINING PROGRAM OF INTERNSHIPS AT DARTMOUTH-HITCHCOCK MEDICAL CENTER. LINCOLN STREET ALSO ENGAGES IN CONTRACTS TO SUPPORT INDIVIDUAL EDUCATIONAL PLANS (IEPS) WITH CONSULTATION AND SUPPORT SERVICES FOR STUDENTS WITH DEVELOPMENTAL DISABILITIES ATTENDING PUBLIC SCHOOLS. LINCOLN STREET OFFERS HOME AND SHARED LIVING SUPPORTS RANGING FROM STRENGTHENING FAMILY-BASED LIVING OPTIONS TO OFFERING A FEW SCHEDULED HOURS PER WEEK IN A CONSUMER'S HOME HELPING THEM DEVELOP LIFE SKILLS (SUCH AS COOKING, HOUSEKEEPING, AND PERSONAL FINANCE) TO 24/7 CONTRACTED SUPPORT IN A SHARED LIVING PROVIDER'S HOME. THIS PROGRAM FOCUSES ON ENSURING THE CONSUMER'S HEALTH AND SAFETY, MAXIMIZING INDEPENDENCE, ADDRESSING INDIVIDUAL PREFERENCES AND NEEDS, CREATING A SUPPORTIVE AND INCLUSIVE HOME ENVIRONMENT, AND ENHANCING QUALITY OF LIFE. 483627 2816749 7344908 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 55 1 0 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 0 1 1 1 1 1 1 0 0 X X ARIS 8022801911 72 S MAIN ST WHITE RIVER JUNCTION VT 05001 JESSICA BOBAR DIRECTOR 1.00 X 0 0 0 TERI MOTLEY DIRECTOR 1.00 X 0 0 0 GEORGE TANNER DIRECTOR THROUGH NOVEMBER 2022 1.00 X 0 0 0 DEB MAVILLE PRESIDENT 1.00 X X 0 0 0 GEORGE LAMB SECRETARY 1.00 X X 0 0 0 MARY ANN LAUDER VICE PRESIDENT 1.00 X X 0 0 0 DANIEL EMANUELE DIRECTOR EFFECTIVE 6/26/23 1.00 X 0 0 0 CHERYL THRALL EXECUTIVE DIRECTOR 40.00 20.00 X 117959 89919 18177 SHANNON BURBELA CFO 5.00 40.00 X 0 90039 16738 117959 179958 34915 1 0 1 0 ARIS SOLUTIONS INC 72 S MAIN ST STE 350 WHITE RIVER JUNCTION VT 05001 ACCOUNTING SERVICES 310866 NICHOLE LAROCK 27 LILLIAN DRIVE CASTLETON VT 05735 HOME CARE PROVIDER 107450 2 395998 395998 WAIVER REVENUE 624100 6393863 6393863 VERMONT COMFORTS OF HO 624100 1352823 1352823 DAIL CONTRACTS/GRANTS 624100 164222 164222 OTHER STATE CONTRACTS/ 624100 130157 130157 LOCAL OTHER REVENUE 624100 13628 13628 12500 12500 8067193 68244 68244 2 0 2 2 2 8531437 8067193 0 68246 X 142631 142631 2712201 2497884 214317 62677 52343 10334 508822 468788 40034 212072 187493 24579 169744 169744 1580 32 1548 30000 30000 3456097 3401259 54838 59477 58530 947 48246 34603 13643 43515 16984 26531 114964 110248 4716 309354 304815 4539 285 197 88 88847 72291 16556 89616 32651 56965 CONSUMER EXPENSES 62635 62635 DUES & SUBSCRIPTIONS 35658 3003 32655 TRAINING 34878 31680 3198 ISO 7772 7772 5262 1700 3562 8196333 7344908 851425 0 1573398 1673001 1918149 2223352 614599 680072 70685 105464 1331831 787979 626640 543852 0 3703 4803471 5229444 397897 429903 24019 22274 9177 109927 179712 541020 631889 X 4262451 4597555 4262451 4597555 4803471 5229444 335104 0 X X 0 1 X 1 0 X 176194 100080 502379 72136 395998 1246787 5073947 5899146 6367170 7352954 8067193 32760410 5250141 5999226 6869549 7425090 8463191 34007197 0 0 0 34007197 901 867 934 966 68244 71912 901 867 934 966 68244 71912 5251042 6000093 6870483 7426056 8531435 34079109 0.99790 0.99980 0.00210 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266488 266488 770079 531973 238106 131802 104518 27284 163462 151488 11974 543852 DUE TO AFFILIATE 96413 REFUNDABLE ADVANCE 79002 FINANCE LEASE RIGHT OF USE OBLIGATIONS 4297 179712 X 8531437 0 8531437 0 8531437 8196333 0 8196333 0 8196333 PART X, LINE 2: ACCOUNTING STANDARDS CODIFICATION SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ADDRESSES THE ACCOUNTING UNCERTAINTY OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON MEASUREMENT CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE AGENCY HAS DETERMINED THAT THE PROVISIONS OF SUBTOPIC 740-10 DO NOT HAVE A MATERIAL EFFECT ON THE AGENCY'S FINANCIAL STATEMENTS. THE AGENCY BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR YEARS PRIOR TO 2019. X X 0 0 0 0 0 0 0 0 0 CHERYL THRALL EXECUTIVE DIRECTOR 109694 86419 8265 3500 0 0 5492 0 12685 0 136136 89919 0 0 PART I, LINE 3 EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 ARIS SOLUTIONS PROVIDES FINANCIAL SERVICES, PAYROLL SERVICES AND MANAGEMENT SERVICES TO LINCOLN STREET, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS REVIEWED PRIOR TO FILING BY THE CFO. THE CFO THEN PRESENTS AND REVIEWS THE RETURN WITH THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST QUESTIONNAIRE REVIEWED AND SIGNED ANNUALLY BY EACH BOARD MEMBER AT THE JANUARY MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS RESEARCH AND DETERMINE THE EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G E.H.R SYSTEM FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,975. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES 879. MANAGEMENT AND GENERAL EXPENSES 66. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 945. CLINICAL CONTRACTUAL: PROGRAM SERVICE EXPENSES 3,400,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,400,380. TEMP OFFICE HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,797. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,797. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. AREA RESOURCES FOR INDIVIDUALIZED SERVICES INC PO BOX 4409 WHITE RIVER JUNCTION VT 05001 043342213 ACCOUNTING FUNCTIONS VT 501(C)(3) 509(A)(2) 0 UPPER VALLEY SERVICES PO BOX 4409 WHITE RIVER JUNCTION VT 05001 030305008 TO PROVIDE SERVICES FOR THE DEVELOPMENTALLY DISABLED VT 501(C)(3) 170(B)(1)(A)(VI) 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 ARIS SOLUTIONS INC M 219781 ACTUAL ARIS SOLUTIONS INC P 1019685 ACTUAL ARIS SOLUTIONS INC E 96413 ACTUAL