2024-11-08T14:21:54-06:00 2023-12-31 202954888 BRYANS & GRAMUGLIA CPAS LLC 1 PINE WEST PLAZA SUITE 107 ALBANY NY 12205 990 2023-01-01 223081071 COUNTRY VALLEY INDUSTRIES INC COUN 6077238361 125 CUTLER POND ROAD BINGHAMTON NY 13905 BARBARA SCHINDLER TREASURER 6077238361 2024-11-08 0 1 ROBERT GRAMUGLIA P00454779 5184528055 2024-11-05 2023 2024-10-15 13:58:12Z BARBARA SCHINDLER 125 CUTLER POND ROAD BINGHAMTON NY 13905 44289 0 X WWW.ACHIEVENY.ORG X 1990 NY TO ACQUIRE, RENOVATE, OWN, MAINTAIN AND OPERATE REAL PROPERTY AS RESIDENTIAL FACILITIES AND DAY HABILITATION FACILITIES WITHIN THE BROOME-TIOGA COUNTIES AREA OF NEW YORK STATE FOR DEVELOPMENTALLY DISABLED ADULTS. 14 14 0 14 0 0 0 0 64291 42565 2003 1724 0 0 66294 44289 0 0 0 0 0 0 0 0 0 185601 170912 185601 170912 -119307 -126623 4122094 3678042 852987 535558 3269107 3142484 TO ACQUIRE, RENOVATE, OWN, MAINTAIN AND OPERATE REAL PROPERTY AS COMMUNITY RESIDENCES AND DAY HABILITATION FACILITIES WITHIN THE BROOME-TIOGA COUNTIES AREA OF NEW YORK STATE FOR DEVELOPMENTALLY DISABLED ADULTS. 0 0 170912 42565 RENTAL ACTIVITY - HOLDS PROPERTY TO BE USED AS RESIDENCES AND DAY HABILITATION SERVICES FOR INTELLECTUALLY & DEVELOPMENTALLY DISABLED ADULTS WITHIN A COMMUNITY BASED SETTING. 314 CLIENTS SERVED. 170912 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 0 0 0 1 0 0 0 0 0 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 1 0 NY X X ANN YEAGER 6077238361 125 CUTLER POND ROAD BINGHAMTON NY 13905 ERIN CUMMINGS BOARD MEMBER 0.50 1.50 X 0 0 0 BARBARA SCHINDLER TREASURER 0.50 1.50 X X 0 0 0 PAMELA STEWART FAHS BOARD MEMBER 0.50 1.50 X 0 0 0 ELLEN FELDMAN BOARD MEMBER 0.50 1.50 X 0 0 0 DAVID CHAMBERS PRESIDENT 0.50 2.00 X X 0 0 0 MICHELLE KAREDES BOARD MEMBER 0.50 1.50 X 0 0 0 DENNIS MIRABITO BOARD MEMBER 0.50 1.50 X 0 0 0 JAMES PEDUTO BOARD MEMBER 0.50 1.50 X 0 0 0 NICKI FRENCH SECRETARY 0.50 1.50 X X 0 0 0 GAIL RATTINGER BOARD MEMBER 0.50 1.50 X 0 0 0 KATHY SHEEHAN BOARD MEMBER 0.50 1.50 X 0 0 0 JOHN STEVENS BOARD MEMBER 0.50 1.50 X 0 0 0 WILLIAM WHITAKER BOARD MEMBER 0.50 1.50 X 0 0 0 LISA DOLPHIN VICE PRESIDENT 0.50 1.50 X X 0 0 0 AMY HOWARD CHIEF EXECUTIVE OFFICER 0.50 39.50 X 0 195213 29093 ANN YEAGER CHIEF FINANCIAL OFFICER 0.50 39.50 X 0 118237 16676 LISA WHITNEY CHIEF OPERATING OFFICE 0.50 39.50 X 0 97618 18664 JILL LOVUOLO CHIEF OPERATING OFFICER 0.50 39.50 X 0 36398 2807 0 447466 67240 0 0 1 0 0 RENTAL INCOME 532000 42565 42565 42565 1724 1724 44289 42565 0 1724 250 250 7954 7954 162708 162708 170912 170912 0 0 1003838 605562 7118655 4490913 2790450 2627742 327806 444738 4122094 3678042 308794 273804 544193 261754 852987 535558 X 3269107 3142484 3269107 3142484 4122094 3678042 -126623 0 X X 0 1 X 1 0 X 84687 84687 84687 84687 84687 16736 8937 1781 2003 1724 31181 115868 475673 0.73090 0.74150 X 207403 207403 2924279 2885869 38410 3986973 1605044 2381929 2627742 DEBT SERVICE REVENUE 16702 LEASE RECEIVABLE 283861 DUE FROM AFFILIATES 144175 444738 DUE TO AFFILIATES 3579 DEFERRED LEASE REVENUE 258175 261754 X PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC 740-10. WHICH REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITION. FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. COUNTRY VALLEY INDUSTRIES, INC. IMPLEMENTED FASB ASC 740-10 AND ITS CURRENT ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. COUNTRY VALLEY INDUSTRIES, INC. HAS NOT RECOGNIZED ANY BENEFITS FROM UNCERTAIN TAX POSITIONS IN 2023 AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENTS OF FINANCIAL POSITION DATE. COUNTRY VALLEY INDUSTRIES, INC. EVALUATED ITS TAX POSITION AND CONCLUDED THAT ALL OF THE POSITIONS TAKEN BY COUNTRY VALLEY INDUSTRIES, INC. WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION, BASED ON TECHNICAL MERITS. THE INFORMATION RETURNS OF COUNTRY VALLEY INDUSTRIES, INC. FOR 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 0 0 0 0 0 0 0 0 0 AMY HOWARD CHIEF EXECUTIVE OFFICER 0 181443 0 10000 0 3770 0 7181 0 21912 0 224306 0 0 SCHEDULE J - PART II - LINE 1: THE ORGANIZATION'S COMPENSATION METHODS ARE DETERMINED BY NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER. SEE NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER'S SCHEDULE J FOR THE COMPENSATION METHODS DETERMINED FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE POLICY OF COUNTRY VALLEY INDUSTRIES, INC. WILL BE, ON AN ANNUAL BASIS, TO HAVE THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE REVIEW AND RECOMMEND APPROVAL OF THE FEDERAL FORM 990 TO THE FULL BOARD OF DIRECTORS AND THE BOARD WILL BE REQUIRED TO APPROVE THE FORM 990. THE TREASURER OR, ANY OFFICER IF THE TREASURER IS UNAVAILABLE, WILL PROVIDE THE SIGNATURE REQUIRED ON THE FEDERAL FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THIS POLICY WILL SATISFY COUNTRY VALLEY INDUSTRIES, INC.'S RESPONSIBILITY FOR COMPLIANCE WITH THE INTERNAL REVENUE SERVICE REQUIRMENT FOR PRIOR BOARD REVIEW AND APPROVAL OF THE FEDERAL FORM 990 ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 12C AT TIME OF HIRE ALL STAFF ARE PROVIDED WITH A NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER CONFLICT OF INTEREST POLICY TO REVIEW AND SIGN. BOARD MEMBERS SIGN ANNUALLY. EXECUTIVE MANAGEMENT TEAM DISCLOSES ANY CHANGES AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 AS IT RELATES TO THE CHIEF EXECUTIVE OFFICER'S COMPENSATION REVIEW, THE EXECUTIVE COMMITTEE WILL BE GUIDED BY THE FOLLOWING: 1. REVIEWS AND DETERMINES, BASED ON THE PERFORMANCE EVALUATION, THE COMPENSATION AND BENEFITS OF THE CEO AND RECOMMENDS THEM TO THE FULL BOARD. 2. RETAINS, AS NECESSARY, CONSULTANT AND/OR DATA AND INFORMATION TO ASSIST THE COMMITTEE IN THE EVALUATION OF THE COMPENSATION OF THE CEO. THIS EVALUATION MUST BE ADEQUATE IN SCOPE TO SATISFY THE INTERNAL REVENUE SERVICE REQUIREMENTS REGARDING EXCESS COMPENSATION IN ITS INTERMEDIATE SANCTION REGULATIONS. 3. A REVIEW OF EXECUTIVE COMPENSATION PLANS TO THE EXTENT REQUIRED BY FEDERAL AND STATE LAWS AND REGULATIONS. THE EXECUTIVE COMMITTEE UTILIZES A COMPENSATION AND REVIEW PROCESS THAT ENSURES DUE DILIGENCE, WHICH MAY INCLUDE ANALYSIS OF SALARIES FOR COMPARABLE POSITIONS (990 FORMS FROM OTHER LIKE AGENCIES, SURVEY INFORMATION, ETC.), BUDGET CONSIDERATION, AND A REVIEW OF INTERNAL EQUITY CONSIDERATIONS. THE PERFORMANCE EVALUATION WILL BE A KEY FACTOR IN THE COMPENSATION RECOMMENDATIONS. PRIOR TO FORMALIZING ANY COMPENSATION PLAN, OR PLAN REVISION, THE CHAIRPERSON MAY REVIEW THE PLAN WITH THE CHIEF FINANCIAL OFFICER TO ENSURE COMPLIANCE WITH ALL APPLICABLE LAWS AND REGULATIONS AS WELL AS TO ENSURE FEASIBILITY OF ADMINISTRATION OF THE PLAN WITHIN THE STRUCTURE AND POLICIES OF THE AGENCY. THE EXECUTIVE COMMITTEE WILL REVIEW AS REQUIRED THE CONTRACT FOR THE CEO AND PROVIDE RECOMMENDATIONS REGARDING CHANGE THERE TO. ANY CHANGES REGARDING THESE BENEFITS ARE REFLECTED IN THE CEO'S CONTRACT. A COPY OF THE CONTRACT WILL BE KEPT IN THE CEO'S PERSONNEL FILE. THE CHAIRPERSON OF THE COMMITTEE SHALL REPORT TO THE BOARD THE DELIBERATIONS, ACTIONS, AND RECOMMENDATIONS OF THE COMMITTEE. THE CHAIRPERSON (OR DESIGNEE) WILL MEET WITH THE CEO TO INFORM HIM/HER OF CHANGES IN THE CONTRACT AND IN COMPENSATION AND BENEFITS AGREED UPON BY THE BOARD. KEY EXECUTIVE MANAGEMENT STAFF ARE EVALUATED ANNUALLY BY THE CEO. ANY CHANGES IN COMPENSATION ARE MADE BASED ON COMPARATIVE MARKET ANALYSIS AND AGENCY BUDGET COMPARATIVE DATA. FORM 990, PART VI, SECTION C, LINE 19 UNDER REGULATIONS THAT BECAME EFFECTIVE IN 1999, COUNTRY VALLEY INDUSTRIES, INC. IS SUBJECT TO FEDERAL REQUIREMENTS TO MAKE THE FOLLOWING FORMS "WIDELY AVAILABLE" TO ALL MEMBERS OF THE GENERAL PUBLIC: 1. THE THREE MOST RECENT ANNUAL INFORMATION RETURNS (FORM 990), EXCLUDING THE LIST OF SIGNIFICANT DONORS (SCHEDULE B) THAT IS ATTACHED TO THE FORM 990, BUT INCLUDING ANY OTHER ACCOMPANYING SCHEDULE AS REQUIRED. 2. COUNTRY VALLEY INDUSTRIES, INC.'S ORIGINAL APPLICATION FOR RECOGNITION OF ITS TAX-EXEMPT STATUS (FORM 1023), FILED WITH IRS, AND ALL ACCOMPANYING SCHEDULES AND ATTACHMENTS. IT IS THE POLICY OF COUNTRY VALLEY INDUSTRIES, INC. TO ADHERE TO THE FOLLOWING GUIDELINES IN ORDER TO COMPLY WITH THE PRECEDING PUBLIC DISCLOSURE REQUIRMENTS: 1. ANYONE APPEARING IN PERSON AT THE OFFICES OF COUNTRY VALLEY INDUSTRIES, INC. DURING NORMAL WORKING HOURS MAKING A REQUEST TO INSPECT THE FORMS WILL BE GRANTED ACCESS TO A FILE COPY OF THE FORMS. THE CFO SHALL BE RESPONSIBILE FOR MAINTAINING THIS COPY OF EACH FORM AND FOR MAKING IT AVAILABLE TO ALL REQUESTERS. 2. FOR ALL WRITTEN REQUESTS FOR COPIES OF FORMS RECEIVED BY COUNTRY VALLEY INDUSTRIES, INC., THE ORGANIZATION SHALL REQUIRE PRE-PAYMENT OF ALL COPYING AND SHIPPING CHARGES. FOR REQUESTS FOR COPIES THAT ARE RECEIVED WITHOUT PREPAYMENT, COUNTRY VALLEY INDUSTRIES, INC. WILL NOTIFY THE REQUESTER OF THIS POLICY VIA PHONE CALL OR BY LETTER WITHIN 7 DAYS OF RECEIPT OF THE ORIGINAL REQUEST. 3. THE COPYING COST CHARGED BY COUNTRY VALLEY INDUSTRIES, INC. FOR PROVIDING COPIES OF REQUESTED FORMS SHALL BE $1.00 FOR THE FIRST PAGE COPIES AND $0.15 FOR EACH SUBSEQUENT PAGE. ALL COPIES SHALL BE SHIPPED TO REQUESTERS VIA REGULAR FIRST CLASS MAIL, THUS, SHIPPING CHARGES WILL BE A STANDARD $3.00 PER SHIPMENT. 4. AFTER PAYMENT IS RECEIVED BY COUNTRY VALLEY INDUSTRIES, INC., ALL REQUESTED COPIES SHALL BE SHIPPED TO REQUESTERS WITHIN 30 DAYS. MAKING ALL COPIES AND SHIPPING WITHIN THE 30-DAY TIME PERIOD SHALL BE THE RESPONSIBILITY OF THE BUSINESS OFFICE. 5. FOR REQUESTS FOR COPIES MADE IN PERSON DURING NORMAL BUSINESS HOURS, COPIES SHALL BE PROVIDED WHILE THE REQUESTER WAITS. 6. COUNTRY VALLEY INDUSTRIES, INC. SHALL ACCEPT CERTIFIED CHECKS AND MONEY ORDERS FOR REQUESTS FOR COPIES MADE IN PERSON. COUNTRY VALLEY INDUSTRIES, INC. SHALL ACCEPT CERTIFIED CHECKS, MONEY ORDERS AND CREDIT CARDS AS PAYMENT FOR COPIES OF FORMS REQUESTED IN WRITING. FORM 990 - PART XII - LINE 2C - THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NYSARC INC- BROOME-CHENANGO-TIOGA COUNTIES CHAPTER 125 CUTLER POND ROAD BINGHAMTON NY 13905 150619307 RESIDENTIAL AND VOCATIONAL SERVICES NY 501(C)(3) 7 N/A 0 COUNTRY VALLEY COMMUNITY RESIDENCE INC 125 CUTLER POND ROAD BINGHAMTON NY 13905 161082590 REALTY COMPANY NY 501(C)(2) NYSARC INC BROOME-CHENANGO-TIOGA COUNTIES CHAPTER 0 THE FOUNDATION OF THE BROOME-TIOGA ASSOCIATION FOR RETARDED CITIZENS 125 CUTLER POND ROAD BINGHAMTON NY 13905 223273829 PLANNED GIVING ACTIVITIES NY 501(C)(3) 7 NYSARC INC BROOME-CHENANGO-TIOGA COUNTIES CHAPTER 0 CHENANGO COMMUNITY RESIDENCES INC 125 CUTLER POND ROAD BINGHAMTON NY 13905 510239210 REALTY COMPANY NY 501(C)(2) NYSARC INC BROOME-CHENANGO-TIOGA COUNTIES CHAPTER 0 1 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 NYSARC INC BROOME-CHENANGO-TIOGA COUNTIES CHAPTER E 144175 COST