2024-10-28T15:10:02-05:00 2023-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2023-01-01 141506257 NYSARC INC - MONTGOMERY COUNTY CHAPTER NYSA 5188425080 43 LIBERTY DRIVE AMSTERDAM NY 120100639 JENNIFER SAUNDERS CEO 5188425080 2024-10-22 1 0 ARIEL F RUIZ P01346991 5184644080 2024-10-22 2023 2024-10-15 13:58:12Z LIBERTY ENTERPRISES JENNIFER SAUNDERS 43 LIBERTY DRIVE AMSTERDAM NY 120100639 64071372 0 1256 X WWW.LIBERTYARC.ORG X 1949 NY TOGETHER WE SUPPORT PEOPLE WITH DISABILITIES TO ACHIEVE A QUALITY OF LIFE EACH PERSON VALUES 12 12 959 12 0 0 616303 1277913 52157161 46476933 134504 832830 1942455 3309166 54850423 51896842 27385 22960 0 0 49321003 43632179 0 0 0 8207509 7884209 57555897 51539348 -2705474 357494 42058615 36548702 19168450 11358788 22890165 25189914 X TO SUPPORT PEOPLE WITH DISABILITIES TO ACHIEVE A QUALITY OF LIFE EACH PERSON VALUES. WE ARE A SERVICE PROVIDER, DEDICATED TO EXCELLENT SERVICES BUILT AROUND THE INDIVIDUAL THROUGH RESIDENTIAL, DAY HABILITATION, FAMILY SUPPORT, RESPITE CARE, AND VOCATIONAL PROGRAMS. 0 0 32877359 33368934 RESIDENTIAL SERVICES PROVIDES CARING, SMALL HOUSE SETTINGS WITH CONTINUOUS SUPERVISION FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. WE MANAGE 50 RESIDENTIAL HOMES AND SUPPORTED APARTMENTS IN A VARIETY OF RURAL, SUBURBAN, AND URBAN COMMUNITIES. FROM BARRIER-FREE HOMES FOR THOSE WITH HIGH MEDICAL NEEDS TO SEMI-INDEPENDENT APARTMENTS, LIBERTY'S HOMES ARE BUILT AROUND THE PERSONALITIES OF THEIR RESIDENTS TO HELP THEM OVERCOME OBSTACLES AND ACHIEVE THEIR BEST LIFE. OUR HOMES ARE EXCEPTIONALLY MAINTAINED AND RANGE IN OCCUPANCY FROM 1 TO 11 RESIDENTS. 6255755 8157317 DAY SERVICES WE PROVIDE PROGRAMS TO HELP PEOPLE WITH DISABILITIES ACHIEVE A QUALITY OF LIFE EACH PERSON VALUES. FROM SITE-BASED TO WITHOUT-WALLS PROGRAMS, SUPERVISED DAY SERVICES ARE DESIGNED TO ENHANCE LIFE SKILLS, CONNECT THE INDIVIDUALS WE SERVE WITH THE COMMUNITY, PROVIDE FUN AND CREATIVE OPPORTUNITIES, AND OFFER VOCATIONAL SUPPORT. TECHNOLOGY IS USED TO CREATE INDIVIDUALIZED PROGRAMS FOR JOB SKILLS AND COPING SKILLS. PARTICIPANTS HAVE CHOICE AND INPUT INTO WHICH ACTIVITIES THEY ATTEND, HELPING FOCUS ON THEIR PERSONAL GROWTH AND INTERESTS AND CONTRIBUTING TO THEIR BEST LIFE. DAY PROGRAM OPTIONS INCLUDE ACADEMICS, COOKING, COMPUTER SKILLS, VOLUNTEERING, GARDENING, HEALTHY LIVING, AND "LIBERTY THROUGH THE ARTS." 3029763 3542592 FAMILY SUPPORT SERVICES PROVIDES A VARIETY OF HIGH-QUALITY SUPPORT PROGRAMS TO BEST EQUIP FAMILIES CARING FOR INDIVIDUALS WITH DISABILITIES. CAREGIVERS ARE ENGAGED IN ALL OF THE OPTIONS AVAILABLE AND WORK WITH OUR STAFF ON CHOOSING ACTIVITIES THAT BEST SUPPORT THE FAMILY AND THE INDIVIDUAL RECEIVING SERVICES. OUR MOST POPULAR OFFERINGS ARE RESPITE CARE, WHICH INCLUDES RECREATION PROGRAMS (BOWLING, SWIMMING, ARTS AND CRAFTS, SPECIAL OLYMPICS), AFTER-SCHOOL PROGRAMS FOR AGES 5-21, SCHOOL RECESS PROGRAMS FOR STRUCTURED ACTIVITIES DURING SCHOOL VACATIONS, AND SUMMER CAMPS; COMMUNITY HABILITATION; AND MEDICAL TRANSPORTATION. WE PROVIDE FAMILIES WITH A CARING COMMUNITY, INFORMATION AND REFERRALS, CONNECTION WITH SUPPORT GROUPS, ADVOCACY, AND BI-LINGUAL STAFF. 4252774 OTHER PROGRAMS 4252774 46415651 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 52 0 1 959 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 1 0 NY X JENNIFER SAUNDERS 5189543367 43 LIBERTY DRIVE AMSTERDAM NY 120100639 DONNA CANESTRARO DIRECTOR 1.00 X 0 0 0 BRETT HARRIS DIRECTOR 1.00 X X 0 0 0 MICHAEL BUCCIFERRO TREASURER 1.00 1.00 X X 0 0 0 CARL J PUCCI SECRETARY 1.00 1.00 X X 0 0 0 KEN ADAMOWSKI DIRECTOR 1.00 X 0 0 0 DAVID FARIELLO DIRECTOR 1.00 X 0 0 0 KIM BRUMLEY PRESIDENT 1.00 X X 0 0 0 SALLY ROMANO DIRECTOR 1.00 X 0 0 0 REV DR LISA VANDER WAL DIRECTOR 1.00 X 0 0 0 PAUL DICAPRIO DIRECTOR 1.00 X 0 0 0 DEBORAH SLEZAK VICE PRESIDENT 1.00 X X 0 0 0 KARREENE O'NEIL DIRECTOR 1.00 X 0 0 0 JENNIFER SAUNDERS CEO 35.50 2.00 X 250306 0 43783 AMY OSBORNE CFO 35.50 2.00 X 87293 0 0 CANDACE ROBBINS-OPALKA COO 35.50 2.00 X 184337 0 23087 TIMOTHY O'BRIEN DIRECTOR OF IT 35.50 2.00 X 128732 0 13058 TRICIA SMITH RESIDENTIAL MANAGER 40.00 X 118669 0 16136 JIM BURROUGHS ASST DIRECTOR OF FACILITIES 40.00 X 127057 0 22846 DENNIS YACOBUCCI FACILITIES DIRECTOR 40.00 X 147528 0 30746 1043922 0 149656 17 0 1 0 JAMES A EDGAR COMPANY INC 2990 AMSTERDAM RD SCOTIA NY 12302 CONSTRUCTION 931133 THE BONADIO GROUP 6 WEMBLEY COURT ALBANY NY 12205 ACCOUNTING AND AUDIT SERVICES 119764 2 95775 1115725 66413 1277913 RESIDENTIAL SERVICES 624200 33368934 33368934 DAY SERVICES 624200 8157317 8157317 FAMILY SUPPORT SERVICES 624200 3542592 3542592 SHELTERED WORKSHOP 624200 822570 822570 ARTICLE 16 CLINIC 621300 585520 585520 46476933 328811 328811 274019 0 274019 274019 274019 9085561 8581542 504019 504019 504019 5470056 3592988 1877068 1877068 MANAGEMENT FEES 541610 820548 820548 MISC REVENUE 480000 337531 337531 1158079 51896842 49512080 0 1106849 22960 22960 337599 337599 33042293 30420039 2622254 2407849 2193408 214441 5302846 4830580 472266 2541592 2315241 226351 361922 199220 162702 36948 36948 438645 96295 342350 2394159 2059878 334281 712132 698173 13959 76619 56506 20113 191632 191433 199 1874388 1783756 90632 505986 457409 48577 PROGRAM SUPPLIES 703650 693080 10570 FOOD 273144 272896 248 DUES AND SUBSCRIPTIONS 158254 1955 156299 CONSUMER EXPENSES 103839 103839 52891 18983 33908 51539348 46415651 5123697 0 2201273 1127979 23735 23735 5837998 5342719 800394 922512 286189 251509 50903469 39651533 11098292 11251936 5489109 3724136 13638532 10208946 2683093 3695230 42058615 36548702 5909271 5748433 549451 949791 2646408 1938360 10063320 2722204 19168450 11358788 X 22890165 25189914 22890165 25189914 42058615 36548702 357494 1942255 0 X 0 1 X 1 0 X 1867889 1123119 1540185 616303 1277913 6425409 46000293 47842372 47677404 52157161 46476933 240154163 47868182 48965491 49217589 52773464 47754846 246579572 0 0 0 246579572 647654 383028 433936 457516 602830 2524964 647654 383028 433936 457516 602830 2524964 949722 821499 825588 627214 820548 4044571 49465558 50170018 50477113 53858194 49178224 253149107 0.97400 0.97380 0.01000 0.01010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 35543668 26228862 9314806 629973 597707 32266 14583903 12824964 1758939 145925 145925 11251936 VANGUARD STOCK MARKET INDEX FUND 10208946 F 10208946 PARTICIPANT FUNDS 949791 SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN 366826 DUE FROM AFFILIATES 2129894 INVESTMENT IN AFFILIATE AT COST 5294 ROU LEASES 243425 3695230 DUE TO AFFILIATES 859988 DUE TO THIRD PARTY PAYORS 45573 LEASE LIABILITIES 238480 LINE OF CREDIT 847716 OTHER LIABILITIES 363338 SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN 367109 2722204 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS CUSTODIAL CASH ACCOUNTS FOR FUNDS WHICH BELONG TO THE RESIDENTIAL PROGRAM PARTICIPANTS. 1 MENTAL HEALTH ASSOC IN FULTON & MONTGOMERY 307-309 MEADOW STREET JOHNSTOWN NY 12095 141680341 501(C)(3) 22960 0 FUND SCHOOL PROGRAMS PART I, LINE 2: A SUB-COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS PERIODIC REPORTS FROM THE RECIPIENTS. X X X 0 1 0 0 0 0 0 0 0 JENNIFER SAUNDERS CEO 250306 0 0 0 0 0 38301 0 5482 0 294089 0 0 0 CANDACE ROBBINS-OPALKA COO 182337 0 2000 0 0 0 16954 0 6133 0 207424 0 0 0 DENNIS YACOBUCCI FACILITIES DIRECTOR 145528 0 2000 0 0 0 21788 0 8958 0 178274 0 0 0 PART I, LINE 4B JENNIFER SAUNDERS, CEO - $15,018 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATIONAL STRUCTURE CAPS THE SIZE OF THE BOARD AT ONE FOR EACH CHAPTER, WHO RECEIVE A WEIGHTED VOTE OF BETWEEN 1 AND 10 BASED ON A PUBLISHED CHART OF THE NUMBER OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 NYSARC, INC. IS A UNITARY CORPORATION CONSISTING OF ITS 42 CHAPTERS. NYSARC, INC., MONTGOMERY COUNTY CHAPTER IS ONE DIVISION OF THE CORPORATION. THE CORPORATION AND CHAPTER'S GOVERNING BODY IS THE BOARD OF GOVERNORS REPRESENTING THE INDIVIDUAL MEMBERSHIP IN EACH CHAPTER'S JURISDICTION. EACH CHAPTER HAS ONE PRIMARY AND ONE ALTERNATE GOVERNOR WITH A WEIGHTED AVERAGE VOTE BASED ON MEMBERSHIP. THE CORPORATION THROUGH ITS BYLAWS DELEGATES DAY-TO-DAY OPERATING AUTHORITY TO THE CHAPTER'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS (SEE PART VI, LINE 7A BELOW)COMPRISES THE CORPORATION'S ELECTED OFFICERS AND EXERCISES ALL POWERS OF THE BOARD OF GOVERNORS BETWEEN PLENARY MEETINGS OF THE GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE OFFICERS AND DIRECTORS OF THE CHAPTER ANNUALLY. IN TURN, THOSE CHAPTER BOARD MEMBERS NOMINATE THE OFFICERS AND DIRECTORS OF THE CORPORATION. MONTGOMERY COUNTY CHAPTER NYSARC, INC.'S ELECTION PROCEDURE IS AS FOLLOWS:THE OFFICERS SHALL BE ELECTED FOR A TERM OF ONE YEAR. DIRECTORS SHALL BE ELECTED FOR A TERM OF TWO (2) YEARS. THE ELECTION OF OFFICERS AND DIRECTORS SHALL TAKE PLACE AT THE ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF GOVERNORS DOES NOT REVIEW CHAPTERS' FORM 990S BEFORE THEY ARE FILED. EACH CHAPTER SUBMITS A COPY OF ITS FORM 990 TO THE GOVERNING BODY WHEN THE FORM 990 IS FILED BY THE CHAPTER. EACH CHAPTER MUST HAVE A PROCESS FOR ITS BOARD OF DIRECTORS TO REVIEW THE FORM 990. IT IS THE POLICY OF NYSARC INC, MONTGOMERY COUNTY CHAPTER TO HAVE A DESIGNATED BOARD COMMITTEE OR INDIVIDUAL BOARD MEMBER BE ASSIGNED THE RESPONSIBILITY TO REVIEW, APPROVE, AND SIGN THE FEDERAL FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL NYSARC CHAPTERS ARE SUBJECT TO THE PROVISIONS OF THE CHAPTER MANUAL THAT DELINEATES THE POLICIES AND PROCEDURES OF THE BOARD OF GOVERNORS. THIS CHAPTER'S POLICY IS AS FOLLOWS: ADMINISTRATORS AND PROGRAM DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM TO THE CORPORATE COMPLIANCE OFFICE ANNUALLY, AT A MINIMUM AND THROUGHOUT EACH YEAR AS NEW CONFLICTS OF INTEREST ARISE. ALL STAFF ARE REQUIRED TO BE TRAINED IN THE AREAS OF CONFLICT OF INTEREST AND MUST COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM TO THE CORPORATE COMPLIANCE OFFICER WHEN THEY RECOGNIZE AND IDENTIFY THAT A CONFLICT OF INTEREST EXISTS FOR THEM. STAFF WILL PERIODICALLY BE REQUIRED TO BE REMOVED FROM PARTICIPATION IN DISCUSSIONS AND DECISION MAKING RELATED TO THEIR PERSONAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPARABILITY DATA AND A REVIEW REPORT BY INDEPENDENT PERSONS AS WELL AS A COMPENSATION SURVEY PREPARED BY INDEPENDENT PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 9 THE OFFICERS AND BOARD OF GOVERNORS OF NYSARC, INC. (OTHER THAN THOSE LISTED IN PART VII) MAY BE REACHED AT NYSARC, INC. 29 BRITISH AMERICAN BLVD, LATHAM, NY 12110. FULL BOG LIST IS AVAILABLE ON THE ARC NY WEBSITE. FORM 990, PART VI, LINE 10 A AND B ALL NYSARC CHAPTERS ARE SUBJECT TO THE CHAPTER MANUAL THAT DELINEATES THE POLICIES AND PROCEDURES OF THE BOARD OF GOVERNORS. NEW DIMENSIONS IN LIVING INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 141567022 SERVICE PROVIDER NY 501(C)(3) LINE 12A, I NYSARC INC MONTGOMERY COUNTY CHAPTER 1 LIBERTY FOUNDATION INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 141759246 FUNDRAISING NY 501(C)(3) LINE 7 NYSARC INC MONTGOMERY COUNTY CHAPTER 1 CHOICES FOR COMMUNITY LIVING INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 743065575 SERVICE PROVIDER NY 501(C)(3) LINE 10 NYSARC INC MONTGOMERY COUNTY CHAPTER 1 CHOICES FOR COMMUNITY LIVING - DELAWARE INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 010779341 SERVICE PROVIDER DE 501(C)(3) LINE 10 CHOICES FOR COMMUNITY LIVING INC 0 CHOICES FOR COMMUNITY LIVING - NEW JERSEY INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 134258565 SERVICE PROVIDER NJ 501(C)(3) LINE 10 CHOICES FOR COMMUNITY LIVING INC 0 CHOICES FOR COMMUNITY LIVING - OHIO INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 161634248 SERVICE PROVIDER OH 501(C)(3) LINE 10 CHOICES FOR COMMUNITY LIVING INC 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 NEW DIMENSIONS IN LIVING INC L 162269 FMV LIBERTY FOUNDATION INC L 177530 FMV LIBERTY FOUNDATION INC C 95775 FMV CHOICES FOR COMMUNITY LIVING - DELAWARE INC L 626482 FMV CHOICES FOR COMMUNITY LIVING - DELAWARE INC D 190482 FMV CHOICES FOR COMMUNITY LIVING INC D 1660794 FMV LIBERTY FOUNDATION INC O 138280 FMV NEW DIMENSIONS IN LIVING INC E 622193 FMV NEW DIMENSIONS IN LIVING INC O 50217 FMV