2025-11-12T11:27:22-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-01-01 042936360 THE FOGARTY CENTER FOGA 4012457900 310 MAPLE AVENUE 102 BARRINGTON RI 02806 HEATHER A ALGE CHIEF EXECUTIVE OFFICER 4012457900 2025-11-07 1 1 MICHAEL CRISCIONE P01456801 4014214800 2025-11-07 2024 2025-03-06 01:10:19Z HEATHER A ALGE 310 MAPLE AVENUE 102 BARRINGTON RI 02806 124813506 0 X FOGARTYCENTER.ORG X 1982 RI THE PROVISION OF SERVICES TO THE INTELLECTUALLY AND DEVELOPMENTALLY DISABLED POPULATION. 7 7 547 5 -121809 0 50064 129549 98976596 124420896 150084 154725 -110036 -96409 99066708 124608761 0 0 0 0 87890239 111836837 0 0 0 6493063 8103351 94383302 119940188 4683406 4668573 25270959 30683361 8230020 8966858 17040939 21716503 X THE FOGARTY CENTER'S MISSION IS TO EMPOWER PEOPLE TO IMPROVE THE QUALITY OF THEIR LIVES. WE SUPPORT EACH INDIVIDUAL TO MAKE CHOICES, TO BUILD COMMUNITY CONNECTIONS AND RELATIONSHIPS, AND TO IMPROVE THEIR STATUS AND SKILLS. WE REALIZE THAT PEOPLE ARE AUTHORITIES OF THEIR OWN LIVES AND OUR ROLES IS TO WORK TOGETHER AS THEY ACHIEVE THEIR DREAMS AND DESIRES. 0 0 100523952 102024724 THE FOGARTY CENTER'S OPTIONS PROGRAM PROVIDES FISCAL INTERMEDIARY SERVICES TO ADULTS WITH DEVELOPMENTAL AND/OR OTHER DISABILITIES. THIS SERVICE ALLOWS CONSUMERS THE OPPORTUNITY TO MANAGE THEIR OWN SUPPORT SERVICES. THE FOGARTY CENTER FILES HOUSEHOLD EMPLOYER STATUS WITH THE IRS. ONCE THIS IS DONE THE CONSUMER OR THEIR REPRESENTATIVE BECOME THE EMPLOYER. THE FOGARTY CENTER PROVIDES PAYROLL PROCESSING AND OTHER ADMINISTRATIVE SERVICES SO THAT THE EMPLOYER CAN HAVE THE REAL POWER TO MAKE THE DECISIONS THAT AFFECT THEIR ABILITY TO TRULY LIVE INDEPENDENTLY. 10694069 15264944 THE FOGARTY CENTER PROVIDES A VARIETY OF RESIDENTIAL SERVICES THROUGHOUT THE STATE OF RHODE ISLAND INCLUDING 24-HOUR SUPERVISED RESIDENTIAL PROGRAMS, SUPPORTED INDEPENDENT LIVING, AND FAMILY SUPPORT. THE FOGARTY CENTER'S 24-HOUR PROGRAMS ARE COMMUNITY-BASED IN EITHER A SINGLE-FAMILY HOME OR DUPLEX AND HAVE ACCESS TO 24-HOUR NURSING SUPPORT. SUPPORTED INDEPENDENT LIVING IS PROVIDED IN THE PARTICIPANT'S APARTMENT, AND FAMILY SUPPORTS ARE OFFERED TO PARTICIPANTS WHO LIVE WITH FAMILY. IN 2022 THE FOGARTY CENTER OPERATED 18 24-HOUR RESIDENTIAL GROUP HOMES THROUGH JULY 2022, AFTER WHICH ONE HOME WAS SOLD AND THE FOGARTY CENTER OPERATED 16 HOMES. THE CENSUS DAYS IN 2024 WAS 26,399. CASE LANE RENTAL CLOSED ITS OPERATIONS ON 11/30/2024. 3317372 4140625 THE FOGARTY CENTER PROVIDES A VARIETY OF DAY PROGRAMS SUCH AS EMPLOYMENT, COMMUNITY, IN-HOME DAY SITES, AND CENTER BASED SETTINGS THROUGHOUT RHODE ISLAND. 1988893 2990603 THE FOGARTY CENTER PROVIDES A VARIETY OF SERVICES FOR CHILDREN WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES THROUGHOUT RHODE ISLAND. 1988893 2990603 116524286 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 8 0 1 547 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHELLE BRODEUR 4012457900 310 MAPLE AVE NO 102 BARRINGTON RI 02806 JOSEPH LAMAGNA BOARD MEMBER 0.50 X 0 0 0 KATE NELSON BOARD MEMBER 0.50 X 0 0 0 MOLLY SMITH BOARD MEMBER 0.50 X 0 0 0 JAMES CAMPAGNA PRESIDENT 0.50 X X 0 0 0 JOHN B AFFLECK ESQ SECRETARY 0.50 X X 0 0 0 ANTHONY DENNIS TREASURER 0.50 X X 0 0 0 LISA RAFFERTY VICE PRESIDENT 0.50 X X 0 0 0 DAVID C REISS CHIEF EXECUTIVE OFFICER (RETIR. 7/25) 40.00 X 212014 0 19593 MICHELLE C BRODEUR CHIEF FINANANCIAL OFFICER 40.00 X 162596 0 16461 HEATHER A ALGE CHIEF OPERATING OFFICER (CEO 7/25) 40.00 X 144183 0 18115 SHEYLA FONSECA ASSISTANT PROGRAM MANAGER 40.00 X 158263 0 6845 PRINCE MILLER ASSISTANT PROGRAM MANAGER 40.00 X 126903 0 7380 MELISSA LINICUS CLINICAL DIRECTOR 40.00 X 109828 0 16706 CINDY LACHANCE FINANCIAL DIRECTOR 40.00 X 118911 0 700 MICHELLE BACON HR DIRECTOR 40.00 X 105283 0 6469 1137981 0 92269 8 0 1 0 0 129549 5066 129549 CLIENT SERVICE REVENUES 623990 124420896 124420896 124420896 154725 154725 82769 204578 -121809 -121809 -121809 2941 167 2774 2774 22626 22626 22626 124608761 124420896 -121809 180125 572962 572962 100471574 99019062 1452512 4462524 4213158 249366 6329777 6176479 153298 23414 23414 69693 69693 3988371 3698538 289833 550172 295071 255101 617535 574633 42902 29679 29679 162572 138049 24523 277351 246040 31311 FOOD, HOUSEHOLD AND MED 1255959 1248883 7076 PROGRAM SUPPLIES 295796 191122 104674 REPAIRS & MAINTAINANCE 229217 172236 56981 603592 521336 82256 119940188 116524286 3415902 0 8059634 15040933 12590665 10822997 163738 392447 6112278 3554867 2372576 2557411 22975 35691 2061371 1833882 25270959 30683361 5460264 6380660 251959 376300 2517797 2209898 8230020 8966858 X 16997235 21669072 43704 47431 17040939 21716503 25270959 30683361 4668573 6991 0 X X 0 1 X 1 0 X 65034 46931 47656 50064 129549 339234 52504583 60798022 74851966 98976596 124420896 411552063 52569617 60844953 74899622 99026660 124550445 411891297 0 0 0 411891297 87909 92268 81070 83897 237494 582638 87909 92268 81070 83897 237494 582638 313 4546 2774 7633 22626 22626 52657526 60937221 74981005 99115103 124813339 412504194 0.99850 0.99970 0.00140 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2024 AMOUNT: $ 22,626. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 50052 176893 188699 38246 0 449924 449924 1549947 1285844 264103 2619962 1372242 1247720 1492445 896781 595664 2557411 OPERATING LEASE RIGHT-OF-USE ASSETS 1762958 FINANCING LEASE RIGHT-OF-USE ASSETS 44331 DEPOSITS 26593 1833882 OPERATING LEASE LIABILITIES 1765281 DUE TO THIRD PARTY 385876 FINANCING LEASE LIABILITIES 46018 REFUNDABLE ADVANCES 12723 2209898 X 124615752 6991 6991 124608761 0 124608761 119940188 0 119940188 0 119940188 PART IV, LINE 1B: MOST OF THE CLIENTS LIVING IN THE 24 HOUR RESIDENTIAL PROGRAMS AND A FEW OF THE CLIENTS LIVING IN THE COMMUNITY HAVE ALLOWED THE FOGARTY CENTER TO BE THEIR SOCIAL SECURITY REPRESENTATIVE PAYEE. PER SOCIAL SECURITY REGULATIONS, AS REPRESENTATIVE PAYEE, THE FOGARTY CENTER IS RESPONSIBLE TO USE THE SOCIAL SECURITY BENEFITS TO PAY FOR THE CURRENT AND FUTURE NEEDS OF THE INDIVIDUAL BENEFICIARY, AND PROPERLY SAVE ANY BENEFITS NOT NEEDED TO MEET CURRENT NEEDS. THE FOGARTY CENTER IS ALSO REQUIRED TO KEEP RECORDS OF BENEFITS AND EXPENSES AND PROVIDE SOCIAL SECURITY WITH INDIVIDUAL ANNUAL REPORTS. THE FOGARTY CENTER MUST ALSO KEEP TRACK OF ANY OTHER BENEFITS OR WAGES THE CLIENT MAY RECEIVE, SO THAT THE FOGARTY CENTER CAN MONITOR THE CLIENT'S NET INCOME TO MAKE SURE THAT LIMITS DON'T EXCEED VARIOUS THRESHOLDS. PART X, LINE 2: THE CENTER QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. AS A NOT-FOR-PROFIT ENTITY, THE CENTER IS SUBJECT TO UNRELATED BUSINESS INCOME TAX, IF APPLICABLE. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES, THE CENTER APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE CENTER'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 DAVID C REISS CHIEF EXECUTIVE OFFICER (RETIR. 7/25 212014 0 0 0 0 0 0 0 19593 0 231607 0 0 0 MICHELLE C BRODEUR CHIEF FINANANCIAL OFFICER 162596 0 0 0 0 0 0 0 16461 0 179057 0 0 0 SHEYLA FONSECA ASSISTANT PROGRAM MANAGER 158263 0 0 0 0 0 0 0 6845 0 165108 0 0 0 HEATHER A ALGE CHIEF OPERATING OFFICER (CEO 7/25) 144183 0 0 0 0 0 0 0 18115 0 162298 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THEY COMPARE THE COMPENSATION PAID TO THE CEO TO COMPENSATION PAID TO SIMILAR CEOS AT COMPARABLE NON- PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE FOGARTY CENTER DURING THE REVIEW PERIOD AND THE CEO'S SUCCESS IN ACHIEVING THE FOGARTY CENTER'S GOALS. THE DISCUSSIONS AND DECISION OF THE CEO COMPENSATION ARE DOCUMENTED BY THE BOARD OF DIRECTORS DURING THE BOARD MEETING. THE CEO REVIEWS ALL OTHER KEY EMPLOYEES FOR COMPENSATION. THE CEO CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE FOGARTY CENTER'S GOALS. ALSO, THE CEO COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE DELIBERATION AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE BOARD OF DIRECTORS HAVE REVIEWED THE FORM 990 VIA EMAIL PRIOR TO ITS FILING. A COPY OF THE FORM IS AVAILABLE IF ANYONE ELSE WANTS TO REVIEW IT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS ASKED TO SIGN THE CONFLICT OF INTEREST POLICY DECLARING IF A POTENIAL CONFLICT OF INTEREST EXISTS. THE CEO MONITORS ANY POSSIBLE CONFLICTS AT ALL TIMES. IF THE CEO DISCOVERS A POTENTIAL CONFLICT OF INTEREST EXISTS, THE CEO AND OTHER APPROPRIATE MEMBERS OF THE BOARD OF DIRECTORS WILL TAKE THE NECESSARY STEPS TO ADDRESS AND RESOLVE THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THEY COMPARE THE COMPENSATION PAID TO THE CEO TO COMPENSATION PAID TO SIMILAR CEOS AT COMPARABLE NON- PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CEO'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CEO COMPENSATION ARE DOCUMENTED BY THE BOARD OF DIRECTORS DURING THE BOARD MEETING. THE CEO REVIEWS ALL OTHER KEY EMPLOYEES FOR COMPENSATION. THE CEO CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. ALSO, THE CEO COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE DELIBERATION AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENT, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT.