2025-05-09T10:07:47-05:00 2024-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-07-01 160965912 FINGER LAKES UNITED CEREBRAL PALSY FING 3157896828 731 PRE-EMPTION ROAD GENEVA NY 14456 DARRELL WHITBECK PRESIDENT 3157896828 2025-05-08 1 1 MELISSA SLATER P01275195 5853811000 2023 2025-03-06 01:10:19Z HAPPINESS HOUSE DARRELL WHITBECK 731 PRE-EMPTION ROAD GENEVA NY 14456 15002603 0 X HAPPINESSHOUSE.ORG X 1969 NY HAPPINESS HOUSE IS AN EDUCATIONAL, HEALTH AND HUMAN SERVICE ORGANIZATION THAT EXCELS IN PROVIDING THE HIGHEST QUALITY INTEGRATED PROGRAMS AND SERVICES TO CHILDREN AND ADULTS WITH AND WITHOUT DISABILITIES, TO THEIR FAMILIES AND TO THE FINGER LAKES COMMUNITY. OUR BELIEF IN THE PRINCIPLES OF EQUAL OPPORTUNITY, INDEPENDENCE AND REALIZATION OF INDIVIDUAL POTENTIAL IS THE CORNERSTONE OF WHO WE ARE AND WHAT WE DO. WE BELIEVE "WHAT HAPPENS HERE CHANGES LIVES FOREVER". 18 17 390 25 0 0 1606318 1975703 10977045 12568801 33394 37780 484998 420319 13101755 15002603 0 0 0 0 10737937 11746109 0 0 0 2131223 2520297 12869160 14266406 232595 736197 11122059 12124185 5144572 5219528 5977487 6904657 X HAPPINESS HOUSE IS AN EDUCATIONAL, HEALTH AND HUMAN SERVICE ORGANIZATION THAT EXCELS IN PROVIDING THE HIGHEST QUALITY INTEGRATED PROGRAMS AND SERVICES TO CHILDREN AND ADULTS WITH AND WITHOUT DISABILITIES, TO THEIR FAMILIES AND TO THE FINGER LAKES COMMUNITY. OUR BELIEF IN THE PRINCIPLES OF EQUAL OPPORTUNITY, INDEPENDENCE AND REALIZATION OF INDIVIDUAL POTENTIAL IS THE CORNERSTONE OF WHO WE ARE AND WHAT WE DO. WE BELIEVE "WHAT HAPPENS HERE CHANGES LIVES FOREVER". 0 0 4588508 4448909 NEW FRIENDS - THIS IS AN INNOVATIVE PRESCHOOL FOR CHILDREN WITH AND WITHOUT DISABILITIES, WHICH INTEGRATES CHILDREN IN CLASSROOMS BASED ON EDUCATIONAL CRITERIA. PERSONS SERVED 83. 1746009 2159758 SPECIAL CLASSES - THIS PROGRAM INCLUDES SPECIAL EDUCATION THERAPY. PERSONS SERVED 52. 2136427 2042145 OPWDD- THIS PROGRAM PROVIDES SERVICES TO PERSONS WITH DEVELOPMENTAL DISABILITIES. PERSONS SERVED 220. 4468565 4338308 EARLY INTERVENTION: EXPENSES: $ 88,687 INCLUDING GRANTS OF $ REVENUE: $100,045RELATED SERVICESEXPENSES: $ 155,684 INCLUDING GRANTS OF $0 REVENUE: $202,420DIAGNOSTIC TREATMENT CENTEREXPENSES: $777,258 INCLUDING GRANTS OF $0 REVENUE: $701,4511:1 AIDEEXPENSES: $ 930,571 INCLUDING GRANTS OF $0 REVENUE: $888,435HEAD STARTEXPENSES: $0 INCLUDING GRANTS OF $0 REVENUE: $0EVALUATIONSEXPENSES: $ 122,698 INCLUDING GRANTS OF $0 REVENUE: $170,282TITLE IEXPENSES: $ 356,583 INCLUDING GRANTS OF $0 REVENUE: $398,245SERVICE COORDINATIONEXPENSES: $ 174,197 INCLUDING GRANTS OF $0 REVENUE: $157,669ESSHIEXPENSES: $ 100,293 INCLUDING GRANTS OF $0 REVENUE: $110,147SHARED JOURNEYEXPENSES: $ 2,632 INCLUDING GRANTS OF $0 REVENUE: $2,899TBIEXPENSES: $724,323 INCLUDING GRANTS OF $0 REVENUE: $778,343IRAEXPENSES: $ 894,677 INCLUDING GRANTS OF $0 REVENUE: $957,072TRANSITIONAL HOMEEXPENSES: $ 78,057 INCLUDING GRANTS OF $0 REVENUE: $32,492 4468565 4338308 12939509 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 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 1 0 0 0 1 81 0 1 390 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X RENE SANDRONI 5853346000 731 PRE-EMPTION ROAD GENEVA NY 14456 ANN E KURZ CHAIR 1.00 X X 0 0 0 JOYCE W WEIR PHD FIRST VICE CHAIR 1.00 1.00 X X 0 0 0 TIMOTHY P VAUGHAN SECOND VICE CHAIR 1.00 X X 0 0 0 SEAN R OSSONT SECRETARY 1.00 X X 0 0 0 EILEEN GAGE ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 JAMES KING TREASURER 1.00 X X 0 0 0 ROY M BEECHER ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 ERIC FOULKE DIRECTOR 1.00 X 0 0 0 ROBERT C MADDAMMA DIRECTOR 1.00 X 0 0 0 KEVIN OVERTON DIRECTOR 1.00 X 0 0 0 MICHAEL A COPPOLA DIRECTOR 1.00 1.00 X 0 0 0 DAVID G CASE DIRECTOR 1.00 X 0 0 0 ANDREA BONAFIGLIA DIRECTOR 1.00 X 0 0 0 MARY HERLIHY GEARAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER A HARRIS DIRECTOR 1.00 X X 0 0 0 RACHEL W KIELON DIRECTOR 1.00 X 0 0 0 JEFFREY W BAKER DIRECTOR 1.00 1.00 X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 X 0 0 0 THOMAS WHITE DIRECTOR (AS OF 6/1/2024) 1.00 X 0 0 0 DARRELL WHITBECK CHIEF EXECUTIVE OFFICER 34.00 4.00 X 172387 0 24645 RENE SANDRONI CHIEF FINANCIAL OFFICER 38.00 X 114825 0 5645 DIANE KOZAR CHEIF OPERATING OFFICER 38.00 X 116566 0 12457 CHERYL SCHAEFER-COPPOLA VICE PRESIDENT OF FOUNDATI 38.00 1.00 X 103422 0 8233 ANNE BATTAGLIA VICE PRESIDENT OF HUMAN RE 38.00 X 114348 0 14201 JACQUELINE HAWKS-LYTTLE VICE PRESIDENT OF STRATEGI 38.00 X 127458 0 0 MARY WALSH BOATFIELD CHIEF EXECUTIVE OFFICER FORMER 34.00 4.00 X 143703 0 54797 892709 0 119978 7 1 1 0 0 4745 54675 1916283 1975703 NYS ED DEPT- TUITION 624100 7517242 7517242 MEDICAID 624100 4362416 4362416 CLIENT FEES 624100 323781 323781 FEES FOR SERVICES 624100 305589 305589 THIRD PARTY PAYMENTS 624100 23197 23197 36576 36576 12568801 37780 37780 PRIOR YEAR REVENUE 900099 384693 384693 MISCELLANEOUS INCOME 900099 35626 35626 420319 15002603 12989120 0 37780 711131 370634 340497 9304888 8277948 1026940 238563 238563 745525 643464 102061 746002 648194 97808 13199 13199 44475 44475 887288 656141 231147 812205 766484 45721 78837 67022 11815 29996 11853 18143 37393 29127 8266 265282 253050 12232 56431 30995 25436 PASS - THROUGH ASSISTAN 650064 650064 SUPPLIES 285474 252772 32702 EQUIPMENT PURCHASES 50950 23512 27438 DUES AND PERMITS 28060 28060 -719357 19686 -739043 14266406 12939509 1326897 0 220507 887074 59268 59363 2606554 2379829 97441 84063 8095732 5700434 2492446 2395298 1498490 1701748 4147353 4616810 11122059 12124185 812762 928239 98411 291744 327905 261731 3905494 3737814 5144572 5219528 X 5495454 6454619 482033 450038 5977487 6904657 11122059 12124185 X 736197 209280 -18307 X X 0 1 X 1 0 X 718838 1066525 1549017 1606318 1975703 6916401 718838 1066525 1549017 1606318 1975703 6916401 6916401 185860 388 13748 33394 37780 271170 7187571 52371424 0.96230 0.96220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 292345 292345 292345 292345 292345 292345 292345 292345 288345 4000 292345 0 1 1 243962 243962 7353226 5435582 1917644 26254 26254 426143 264852 161291 46147 46147 2395298 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 294478 DUE FROM AFFILIATE 670782 OPERATING LEASE RIGHT-OF-USE ASSETS 3601042 FINANCING LEASE RIGHT-OF-USE ASSETS 50508 4616810 DEFERRED COMPENSATION 57294 DEFERRED PAYROLL TAXES 856 OPERATING LEASES LIABILITIES 3629156 FINANCING LEASES LIABILITIES 50508 3737814 15952385 209280 740502 949782 15002603 0 15002603 15025215 758809 758809 14266406 0 14266406 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS INCLUDE RESOURCES THAT HAVE BEEN DONATED TO THE FOUNDATION SUBJECT TO THE RESTRICTIONS AS DEFINED BY THE DONOR THAT REQUIRE THAT THE NET ASSETS BE MAINTAINED IN PERPETUITY FOR THE BENEFIT OF FINGER LAKES UNITED CEREBRAL PALSY. INCOME FROM THESE FUNDS IS USED IN ACCORDANCE WITH THE DONORS WISHES. INCOME FROM THESE ASSETS IS RESTRICTED FOR THE FOLLOWING PURPOSES: ENDOWMENT-FOUNDER'S CAMPAIGN 260,230 SPRULL LIBRARY 10,000 AMIDON AWARD 5,000 VARIOUS OTHER ENDOWMENTS 17,115 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST OF NET ASSETS OF FOUNDATION -18,307. REIMBURSEMENT FOR MANAGEMENT SERVICES 758,809. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT FOR MANAGEMENT SERVICES 758,809. X X X X 0 1 0 0 0 0 0 0 0 MARY WALSH BOATFIELD CHIEF EXECUTIVE OFFICER FORMER 143703 0 0 0 0 0 51919 0 2878 0 198500 0 0 0 DARRELL WHITBECK CHIEF EXECUTIVE OFFICER 172387 0 0 0 0 0 18269 0 6376 0 197032 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE AUDIT & FINANCE COMMITTEE BEFORE IT IS FILED. A COPY OF FORM 990 IS ALSO AVAILABLE FOR REVIEW BY EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE STATEMENTS ARE UPDATED ANNUALLY. THE CEO REVIEWS THE STATEMENTS. THROUGHOUT THE YEAR THE CEO WILL BRING ANY POTENTIAL CONFLICTS TO THE EXECUTIVE COMMITTEE FOR REVIEW AND RESOLUTION ACCORDING WITH THE WRITTEN POLICY AND PROCEDURE. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO- THE BOARD CHAIRPERSON CONDUCTS THE INDIVIDUAL ANNUAL REVIEW, UTILIZING COMPARABLE EXTERNAL MARKET RATE STUDIES SUPPLIED BY THE DIRECTOR OF HUMAN RESOURCES. THE BOARD CHAIRPERSON DISCUSSES THE REVIEW OUTCOME WITH THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE TO ALLOW FOR INPUT AND DELIBERATION. THE COMMITTEE THEN MAKES A DECISION AND A WRITTEN AGREEMENT IS FORMALIZED AND SHARED WITH THE PRESIDENT/CEO. VICE PRESIDENTS- THE PRESIDENT/CEO REVIEWS COMPENSATION ON AN ANNUAL BASIS IN CONJUNCTION WITH THE ANNUAL BUDGET PROCESS. EXTERNAL MARKET RATE STUDIES ARE REVIEWED AT LEAST BI-ANNUALLY FOR ALL STAFF AS PART OF THE AGENCY'S CURRENT PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THESE ARE MADE AVAILABLE TO ANY REGULATORY AGENCIES AS REQUESTED. REQUESTS FROM THE PUBLIC ARE REVIEWED FOR APPROVAL BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND 990 TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION -18,307. FORM 990, PART XII, LINE 2C THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS. ABILITY PARTNERS FOUNDATION 731 PRE-EMPTION ROAD GENEVA NY 14456 264419177 RAISE AND GENERATE FUNDS TO SUPPORT SERVICES FOR THOSE WITH DISABILITIES NY 501(C)(3) LINE 12B, II N/A 0 HAPPINESS HOUSE APARTMENTS HOUSING DEVELOPMENT FUND CO INC 731 PRE-EMPTION ROAD GENEVA NY 14456 463741084 HOUSING FACILITIES NY 501(C)(3) LINE 7 FINGER LAKES UNITED CEREBRAL PALSY 1 ABILITY PARTNERS INC 731 PRE-EMPTION ROAD GENEVA NY 14456 473584358 SOLE MEMBER PARENT CORPORATION NY 501(C)(3) LINE 12B, II N/A 0 ROCHESTER REHABILITATION CENTER INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 160743143 SERVICES FOR THOSE WITH DISABILITIES AND OTHER CHALLENGES NY 501(C)(3) LINE 7 ABILITY PARTNERS INC 0 UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 160743950 SERVICES FOR THOSE WITH DISABILITIES AND OTHER CHALLENGES NY 501(C)(3) LINE 7 ABILITY PARTNERS INC 0 HAPPINESS HOUSE APARTMENTS II LLC 5415 N BLOOMFIELD ROAD CANANDAIGUA NY 14424 842712171 HOUSING FACILITIES NY C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0