2024-05-14T11:38:42-05:00 2023-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2022-07-01 141340098 SAINT ANNE INSTITUTE SAIN 5184897411 160 NORTH MAIN AVENUE ALBANY NY 12206 RICHARD HUCKE PRESIDENT & CEO 5184897411 2024-05-13 1 RICHARD HUCKE 999009999 0 KENNETH MCGIVNEY P01324731 5184644080 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD HUCKE 160 NORTH MAIN AVENUE ALBANY NY 12206 13300892 0 0928 X WWW.STANNEINSTITUTE.ORG X 1887 NY PROVIDE EXCEPTIONAL SERVICE TO EACH OTHER, FACULTY, STUDENTS, ST. ANNE INSTITUTE AND THE LARGER PUBLIC. WE WILL ESTABLISH AND MAINTAIN A BALANCED AND SUPPORTIVE ATMOSPHERE THROUGH MUTUAL RESPECT, TEAMWORK, EFFICIENCY, AND CONTINUED PROFESSIONAL AND PERSONAL GROWTH. 14 14 313 14 0 0 5678658 2614673 11568955 10476386 560 429 0 67427 17248173 13158915 57917 40194 0 0 10825975 11464175 0 0 288373 4525171 2766189 15409063 14270558 1839110 -1111643 7808006 7465014 5026389 5622910 2781617 1842104 X COMPREHENSIVE RANGE OF INDEPENDENT BUT INTERRELATED SERVICES THAT WORK TOGETHER TO STRENGTHEN FAMILIES AND ENHANCE THEIR GROWTHINTELLECTUALLY, EMOTIONALLY AND SPIRITUALLY. THROUGH OUR RESIDENTIAL, EDUCATIONAL, PREVENTION, COMMUNITY SERVICES AND AFTER CARE PROGRAMS WE HELP THE CHILDREN AND FAMILIES IN OUR CARE TO CREATE THE POSITIVE CHANGES THEY NEED TO HEAL AND GROW. PROFESSIONAL EXPERIENCE, EXPERTISE AND PERSONAL COMMITMENT WORK TOGETHER TO CREATE THE UNIQUE AND NURTURING ENVIRONMENT THAT IS ST. ANNE INSTITUTE. 0 0 4007114 40194 4896349 INSTITUTION - THE RESIDENTIAL PROGRAM IS COMPRISED OF 3 HARD-TO-PLACE UNITS. PROGRAM SERVICES INCLUDE SOCIAL (CLINICAL), CHILD CARE, RECREATIONAL AND ALL APPROPRIATE SERVICES AND ACTIVITIES TO PROVIDE CARE AND TREATMENT. 5389625 3855640 THERAPEUTIC EDUCATION, DAY SERVICES AND FAMILY SERVICES (RECLECTED IN THE INDIVIDUAL EDUCATION PLAN) - THE PROGRAM PROVIDES A SMALL STRUCTURED CLASSROOM ENVIRONMENT IN A DEPARTMENTALIZED/REGENTS ACCREDITED JUNIOR/SENIOR HIGH SCHOOL WITH RELATED SERVICES, INCLUDING ACADEMIC AND VOCATIONAL ASSISTANCE, INDIVIDUAL THERAPY, GROUP THERAPY AND ART THERAPY. 962568 2566557 MEDICAL - THE PROGRAM PROVIDES AN ON-SITE MEDICAL CLINIC STAFFED 16 HOURS/DAY 7 DAYS/WEEK BY REGISTERED NURSES AND LICENSED PRACTICAL NURSES. A MEDICAL DOCTOR, DENTIST, DENTAL HYGIENIST, EYE DOCTOR AND GYNECOLOGIST ARE AVAILABLE FOR ON-CAMPUS CARE. MEDICAL ALSO INCLUDES SPECIALITY SERVICES, COORDINATED WITH OFF CAMPUS MEDICAL PROVIDERS. CHILDREN AND FAMILY TREATMENT SUPPORT SERVICES (CFTSS) SERVICES AND HOME AND COMMUNITY BASED SERVICES (HCBS) ARE GENERATED BY VARIOUS THERAPISTS AND UNIT STAFF IN ADDITION TO THE MEDICAL CLINIC STAFF. FROM JULY 2021 FORWARD 29-I SERVICES ARE PROVIDED BY THE THERAPISTS WORKING WITH OUTPATIENT CLIENTS. 2636809 1677570 OTHER PROGRAM EXPENSE 2636809 1677570 12996116 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 313 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DAWN PASQUARELL 5184897411 160 NORTH MAIN AVENUE ALBANY NY 12206 TINA KEHOE CHEEKS BOARD SECRETARY 1.00 X X 0 0 0 JOHN COCOCCIA BOARD TREASURER 1.00 X X 0 0 0 VINCENT COLONNO BOARD CHAIR 1.00 X X 0 0 0 MARILYN KACICA BOARD MEMBER 1.00 X 0 0 0 SISTER MARY ANN LOGIUDICE BOARD VICE CHAIR 1.00 X X 0 0 0 ROBERT MCLAUGHLIN BOARD MEMBER 1.00 X 0 0 0 JACLYN A BRILLING BOARD MEMBER 1.00 X 0 0 0 HENRI WILLIAMS BOARD MEMBER 1.00 X 0 0 0 DANA ABBOTT BOARD MEMBER 1.00 X 0 0 0 FRANCESCA MORRIS BOARD MEMBER 1.00 X 0 0 0 SAMANTHA SUTFIN-GRAY BOARD MEMBER 1.00 X 0 0 0 KIM KAISER BOARD MEMBER 1.00 X 0 0 0 LIZA TOUGHER BOARD MEMBER 1.00 X 0 0 0 DANA PETERSON BOARD MEMBER 1.00 X X 0 0 0 THERESA GABRIEL CHIEF OPERATING OFFICER 35.00 X X 140995 0 0 RICHARD HUCKE CHIEF EXECUTIVE OFFICER 35.00 X X 172934 0 1782 DIANE MALECKI CHIEF FINANCIAL OFFICER 35.00 X X 128952 0 1381 MICHELLE PARADY CHIEF PROGRAM OFFICER 35.00 X X 106212 0 1062 SANDRA TARKLESON CHIEF DEVELOPMENT OFFICER 35.00 X X 101154 0 1012 650247 0 5237 5 0 1 0 GUARDIAN 10 HUDSON YARDS NEW YORK NY 10001 FINANCIAL PLANNER 135989 A&L SPECIALTIES 36 GREEN MOUNTAIN DR COHEN NY 12047 GENERAL CONTRACTOR 129091 OTIS ELEVATOR COMPANY 20 LOUDONVILLE RD ALBANY NY 12204 MANUFACTURER OF ELEVATORS 120761 3 329377 2139287 146009 68053 2614673 TUITION AND FEES 611600 10258320 10258320 FEES BASED INCOME 611710 218066 218066 10476386 429 429 -46178 329377 141977 -188155 -188155 OTHER REVENUE 900099 255582 255582 255582 13158915 10731968 0 -187726 40194 40194 649855 498318 50383 101154 8282063 7969859 235005 77199 13219 10430 2625 164 1857405 1439221 401709 16475 661633 620527 27676 13430 48531 41788 4772 1971 130907 112719 12871 5317 689173 593419 67763 27991 2330 2109 221 177630 148605 26026 2999 71140 64708 6432 311923 296314 15609 46077 39823 6254 55406 41934 13472 64958 56845 8113 275616 248087 27529 201306 179685 21393 228 FOOD 185053 177106 1714 6233 REPAIRS & MAINTENANCE 180693 155600 24642 451 MISCELLANEOUS 129865 82502 12886 34477 EQUIPMENT 100572 95885 4507 180 95009 80438 14467 104 14270558 12996116 986069 288373 437200 387372 3319070 2746204 11107 11107 88557 35872 8897033 6806549 2023973 2090484 1928099 2193975 7808006 7465014 2663045 2845215 10000 350000 414479 500246 1938865 1927449 5026389 5622910 X 631633 -256555 2149984 2098659 2781617 1842104 7808006 7465014 X -1111643 188155 -16025 X X 0 1 X 1 1 1 X 2038553 1977145 1846547 5678658 2614673 14155576 2038553 1977145 1846547 5678658 2614673 14155576 14155576 77 192 186 560 429 1444 14157020 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 229000 229000 6169583 4744234 1425349 2007632 2062315 -54683 490818 490818 2090484 INTEREST IN ASSETS OF ST ANNE FOUNDATION 1884840 RIGHT OF USE ASSET - OPERATING LEASES 152770 RIGHT OF USE ASSET - FINANCE LEASES 156365 2193975 DUE TO FUNDING SOURCES 752462 POSTRETIREMENT BENEFITS, NET OF CURRENT PORTION 1174987 1927449 13374305 215390 215390 13158915 0 13158915 14313818 43259 43259 14270559 0 14270559 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ACTUARIAL GAIN RELATED TO POST-EMPLOYMNENT BENEFITS 27,235. FUNDRAISING EVENTS 188,155. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN SAINT ANNE FOUNDATION 43,259. X X X X X X X 1 GOLD HEART GALA 207008 221408 -14400 14400 18439 36549 GOLF OUTING 71849 100557 -28708 28708 16445 24366 1 4342 7412 -3070 3070 283199 329377 -46178 46178 34884 60915 141977 -188155 1 CHILDRENS' ALLOWANCES 4 40194 CASH EXPENDITURES X X X 0 0 0 0 0 0 0 0 0 RICHARD HUCKE CHIEF EXECUTIVE OFFICER 172934 0 0 0 0 0 1782 0 0 0 174716 0 0 0 X 18512 X 1641 1642 X GIFTS/PRIZES 70 29296 FMV X SERVICES 7 18603 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INSTITUTE'S FORM 990 IS PREPARED BY OUR OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY SIGNED INDIVIDUALLY BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. ANNUALLY, CONTRACTS ARE REVIEWED BY THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THIS REVIEW INCLUDES DISCLOSING ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A TO DETERMINE THE EXECUTIVE DIRECTOR'S BASE SALARY, THE BOARD OF DIRECTORS REVIEWS COMPENSATION SURVEYS OF BOTH NATIONAL AND STATE ORGANIZATIONS. ANY BONUS IS BASED ON AN ASSESSMENT QUESTIONNAIRE DISTRIBUTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY SIGNED INDIVIDUALLY BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. ANNUALLY, CONTRACTS ARE REVIEWED BY THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THIS REVIEW INCLUDES DISCLOSING ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN SAINT ANNE FOUNDATION -43,260. NET ACTUARIAL GAIN RELATED TO POST-EMPLOYMENT BENEFITS 27,235. PART XII, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SAINT ANNE FOUNDATION 160 NORTH MAIN AVE ALBANY NY 12206 222218832 OPERATIONAL SUPPORT FOR SAINT ANNE INSTITUTE NY 501(C)(3) 170(B)(1)(A)(VI) 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAINT ANNE FOUNDATION C 475386