2025-04-14T13:00:37-05:00 2024-06-30 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-07-01 540675506 The Arc of Northern Virginia ARCO 7032081119 3060 Williams Drive 300 Fairfax VA 22031 Melissa Heifetz Executive Director 7032081119 2025-04-11 1 0 Stacy Cullen P00974308 3012316200 2025-04-11 2023 2025-03-06 01:10:19Z Melissa Heifetz 3060 Williams Drive 300 Fairfax VA 22031 2700589 0 X www.thearcofnova.org X 1962 VA To help people with intellectual and developmental disabilities to have a life like yours. 20 20 41 71 0 0 1457984 1186620 1307352 1435028 1180 13949 -36738 13954 2729778 2649551 31916 64803 0 0 2050912 2057561 0 0 308996 512848 612801 2595676 2735165 134102 -85614 2239172 2494265 218427 327788 2020745 2166477 X The Arc of Northern Virginia promotes and protects the human rights of people with intellectual and developmental disabilities and actively supports their full inclusion and participation in the community throughout their lifetimes. 0 0 822433 64803 Advocacy and Information and Referral: The Arc provides advocacy and information and referral services for individuals with intellectual and developmental disabilities and their families. The Arc advocates at the state and local levels to ensure quality community-based services, including housing and employment programs, and expand laws and policies that protect civil rights. The Arc also provides information and referral services for families by phone, email, website, and in person. (Continued on Schedule O) In addition, The Arc helps youth and families with the transition from school to adult life in the community by offering access to professionals at workshops, seminars, and webinars, including the transition series on a wide variety of topics. The Arc also trains self-advocates in advocacy and public speaking skills through a "life like yours" toastmasters and people first programs. The Arc's resource program, transition points (providing opportunities, information, networking, and transition support), is a comprehensive program to help families with realistic, actionable information with which they can make a wide range of decisions over the life span of their loved one with intellectual and developmental disabilities. Transition points focus on the following key decision points: receiving a diagnosis and having a child enter an early intervention program, starting school and navigating special education and related services, transitioning out of the school system, finding a place to live outside the caregiver's home, entering the world of work and employment, and aging with a disability and aging of the caregiver. The Arc also provides personalized online curriculums and technology to enable independent living, which provides support to individuals with intellectual and developmental disabilities to maximize their independence. The Arc's curriculums can be used as virtual travel trainers, life skill teachers, and virtual job coaches to help individuals live, travel, and work more independently. The Arc's curriculums also expand supports for disability service provider partner organizations through the use of innovative technology. 810833 749780 Guardianship and Case Management/Support Coordination: The Arc provides case management and support coordination services for individuals with developmental disabilities and their families in the Northern Virginia area. The Arc contracts with the following community service boards: FairfaxFalls Church, Alexandria, Arlington, Loudoun, Prince William, and Rappahannock-Rapidan. The Arc coordinates services in the community through the Virginia Medicaid developmental disabilities waiver program. The Arc also educates families on how to be successful while navigating complicated systems of care. (Continued on Schedule O)In addition, The Arc provides decision making services and care oversight for those in need through the Virginia guardianship of last resort program through a contract with the Virginia Department of Aging and Rehabilitation Services. The Arc also serves as representative payee for guardian/conservator clients who require assistance managing their finances and paying their bills. 460835 685248 Personal Support Trusts: The Arc provides financial support and planning options for individuals and families to ensure the needs of individuals with disabilities are adequately met. The Arc helps families plan for a secure financial future with the special needs trust program and provides professional management and support services. 2094101 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Melissa Heifetz 7032081119 3060 Williams Drive 300 Fairfax VA 22031 Michael Thomas President 4.00 0.00 X X 0 0 0 Patricia Connally First Vice President 2.00 0.00 X X 0 0 0 Sunny Blanco Second Vice President 2.00 0.00 X X 0 0 0 Brian Creswick Secretary 2.00 0.00 X X 0 0 0 Peter Dressel Treasurer 2.00 0.00 X X 0 0 0 Mark Albert Past President 2.00 0.00 X X 0 0 0 Sarah Armstrong Member 1.00 0.00 X 0 0 0 Katie Castellow Member 1.00 0.00 X 0 0 0 Douglas Church Member 2.00 3.00 X 0 0 0 Sharon Cummings Member 2.00 0.00 X 0 0 0 Hannah Dannenfelser Member 1.00 0.00 X 0 0 0 Mark Fowler Member 1.00 0.00 X 0 0 0 Elizabeth Gray Member 1.00 0.00 X 0 0 0 Evelyn Herb Member 1.00 0.00 X 0 0 0 Elizabeth John Member 1.00 0.00 X 0 0 0 Donalda Jones Member 1.00 0.00 X 0 0 0 Marisa Laios Member 1.00 0.00 X 0 0 0 Toby Latham Member 1.00 0.00 X 0 0 0 Matt Leland Member 1.00 0.00 X 0 0 0 Erin Schiffman Member 1.00 0.00 X 0 0 0 Melissa Heifetz Executive Director 30.00 10.00 X 158300 0 3539 158300 0 3539 2 0 1 0 0 22486 4464 179679 62211 614118 303662 1186620 Client Rep & Other Fee 900099 749780 749780 Trust Fees 900099 679248 679248 Foundation Fees 900099 6000 6000 1435028 15783 15783 535 0 2369 535 -2369 -1834 -1834 62498 179679 48669 13829 13829 Other Revenue 900099 125 125 125 2649551 1435028 0 27903 64803 64803 160639 131600 9328 19711 1638857 1342600 95158 201099 26424 21647 1534 3243 98455 80657 5717 12081 133186 109110 7733 16343 9709 9709 46387 46387 151011 37939 103087 9985 12006 12006 61058 41730 9806 9522 76136 62373 4421 9342 140914 115441 8182 17291 19471 15951 1131 2389 508 508 29337 24034 1703 3600 11783 9653 684 1446 Miscellaneous 40879 27599 11679 1601 Staff Development 13602 8964 3295 1343 2735165 2094101 332068 308996 508053 456825 140668 147632 58970 83666 48760 51420 260194 107088 151668 153106 30065 33400 1300988 1568216 2239172 2494265 159314 140627 19178 37303 39935 149858 218427 327788 X 531645 598195 1489100 1568282 2020745 2166477 2239172 2494265 X -85614 3972 227373 X X 0 1 X 1 0 X 421367 1063057 1085561 1457984 1186620 5214589 421367 1063057 1085561 1457984 1186620 5214589 215808 4998781 10992 945 500 880 15783 29100 1500 16647 125 18272 5261961 6088866 0.95000 0.99430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 17 0 1 4382 0 0 4399 0 0 1 X 1353362 113117 233525 64608 99762 1535634 2237080 190730 133728 31916 1176260 1353362 2966474 212663 -664754 38178 239125 2237080 2207133 273400 875212 82818 306453 2966474 2295021 33630 43487 34317 130688 2207133 0.00000 0.02000 0.98000 1 0 93670 56023 37647 166524 51065 115459 153106 Beneficial Interest 1409545 Security Deposit 10299 Right-of-Use Asset 142080 Due From Related Party 6292 1568216 Security Deposit Liability 800 Lease Liability 149058 149858 X 2905940 3972 25044 227373 256389 2649551 0 2649551 2760208 25044 25044 2735164 0 2735164 Part IV, Line 2b: The Arc maintains deposits on behalf of individuals in its guardianship and case management program. Amounts are disbursed from the deposits in accordance with individual agreements with the participants. The Arc records a liability for the balance of the deposits. The deposits of $9,633 are included in savings and temporary cash investments. Part V, Line 4: The Arc received an endowment from Randall R. Burmester that is classified as permanently restricted net assets. These funds are maintained in a separate investment account. The grantor has restricted the use of the endowment subject to following terms: five percent of the fair market value on February 25 each year may be withdrawn on that date any withdrawals from the endowment must be used in a manner that causes, rewards, or encourages the professional development of the staff. The Executive Director of The Arc has full discretion in applying the distribution amounts within the terms of the endowment. The Arc also receives other term endowments each year that are expended based on the donor-imposed restrictions. Part X, Line 2: The Organization evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of June 30, 2024, and 2023, there are no accruals for uncertain tax positions. If applicable, the Organization records interest and penalties as a component of income tax expense. Tax years from 2021 through the current year remain open for examination by federal and state tax authorities. Part XI, Line 2d - Other Adjustments: Change in Value of Trust 227,373. Benefit Breakfast Event 98355 84915 13440 18043 1944 Corporate Team Challenge 73223 66923 6300 1115 5303 11395 1293 7 70599 27841 42758 255 3400 1050 4871 242177 179679 62498 1115 5558 21443 12445 8108 48669 13829 1 Grants to support initiatives to enable people with disabilities to live more independent lives 570 11200 27843 Actual Cost Payments for SmartTrip metro cards and tablets, cases, and screen protectors for recipients Provides goods and services that are directly linked to youth transition planning and implementation that are usually not available from public service and government agencies. 12 360 21899 Actual Cost Educational resources and technology Facilitate employment stability and community connectedness for people with disabilities 2076 0 3500 Actual Cost Access to technology software Part I, Line 2: Individual grant recipients apply for grants or are identified as potential awardees by case workers. Use of grant funds are determined in the award process. Follow up with the awardees is done to promote success of the grants. X X X X X 0 0 0 0 0 0 0 0 0 Melissa Heifetz Executive Director 158300 0 0 0 0 0 3539 0 0 0 161839 0 0 0 Form 990, Part VI, Section A, line 6 The Organization has members that are also members of The Arc of Virginia and The Arc of the United States. Form 990, Part VI, Section A, line 7a The officers and directors of the Organization are elected by the general membership at the annual membership meeting. Form 990, Part VI, Section B, line 11b The board of directors has received and reviewed the Form 990 and the executive committee approved it prior to filing. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy is communicated to all employees. Conflicts are addressed to the Executive Director who discusses them with the board president as needed. Annually during the board orientation meeting, the conflict of interest policy is discussed with all board members. Board members are required to communicate all conflicts of interest annually to the executive director who discusses them with the board president as needed. Form 990, Part VI, Section B, line 15a The compensation for the executive director is approved by the board of directors as part of the annual budget process. The board of directors reviews executive compensation from other not-for-profit organizations that are similar in size and mission to The Arc of Northern Virginia. Form 990, Part VI, Section C, line 19 The organization makes its governing documents and financial statements available upon written request. Form 990, Part XI, line 9: Change in Value of Trust 227,373. Form 990, Part XII, Line 2c: There were no changes to the organization's oversight process or selection process during the year. Foundation of the Arc of Northern Virginia 3060 Williams Drive Suite 300 Fairfax VA 22031 541547443 To support the ARC of Northern Virginia VA 501(c)(3) Line 11 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 Foundation of the Arc of Northern Virginia C 87211 FMV Foundation of the Arc of Northern Virginia L 685248 FMV