2025-11-17T10:47:18-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 340871661 NEW AVENUES TO INDEPENDENCE INC NEWA 2164811907 3615 SUPERIOR AVE 4404A CLEVELAND OH 44114 MELANIE CARNES CEO 2164811907 2025-11-14 1 1 DAVID REAPE P00068117 2168311200 2025-11-14 2024 2025-03-06 01:10:19Z MELANIE CARNES 3615 SUPERIOR AVE 4404A CLEVELAND OH 44114 17397682 0 X WWW.NEWAVENUES.NET X 1952 OH TO UPHOLD THE DIGNITY OF PERSONS WITH DISABILITIES BY INCREASING ACCESSIBILITY THROUGH INNOVATIVE OPPORTUNITIES FOR COMMUNITY CONNECTION AND ACHIEVEMENT. 7 7 392 50 0 0 328087 833453 13222290 16414022 374182 83256 -39494 0 13885065 17330731 0 0 0 0 9551001 10764194 0 0 110932 6209121 4983483 15760122 15747677 -1875057 1583054 7583742 10265957 3647264 4721435 3936478 5544522 X TO UPHOLD THE DIGNITY OF PERSONS WITH DISABILITIES BY INCREASING ACCESSIBILITY THROUGH INNOVATIVE OPPORTUNITIES FOR COMMUNITY CONNECTION AND ACHIEVEMENT. 0 0 9208443 11640300 SINCE 1952, NEW AVENUES HAS PROVIDED HOMES FOR INDIVIDUALS WITH DISABILITIES IN INTERMEDIATE CARE FACILITIES. EACH PERSON RECEIVES A PERSONALIZED SERVICE PLAN TO GUIDE THEIR DEVELOPMENT OF SKILLSFOR GREATER INDEPENDENCE. OUR PROFESSIONAL STAFF AND CONSULTANTS DELIVER A FULL RANGE OF ASSISTIVE THERAPIES-SUCH AS SPEECH, MUSIC, RECREATIONAL, PHYSICAL, AND OCCUPATIONAL THERAPY-TAILORED TO INDIVIDUAL NEEDS AND GOALS. OUR CLINICAL SERVICES TEAM, INCLUDING NURSES, ENSURES COMPREHENSIVE HEALTH CARE AND SUPPORT FOR EACH INDIVIDUAL SERVED. 3665912 4343127 NEW AVENUES' COMMUNITY-BASED SERVICES PROGRAM SUPPORTS ADULTS (18+) WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO SEEK RESIDENTIAL ASSISTANCE FOR DAILY LIVING AND COMMUNITY ENGAGEMENT. OUR APPROACH IS TO LISTEN AND TAILOR SERVICES TO HELP EACH INDIVIDUAL ACHIEVE THEIR GOALS. WE FOCUS ON FOSTERING THE HIGHEST POSSIBLE INDEPENDENCE-WHETHER BY HELPING BUILD RELATIONSHIPS WITH HOUSEMATES OR CONNECTING INDIVIDUALS TO COMMUNITY OPPORTUNITIES. OVER TIME, SERVICES ARE DESIGNED TO GRADUALLY REDUCE AS INDIVIDUALS DEVELOP THE SKILLS AND SOCIAL CONNECTIONS NEEDED TO PARTICIPATE IN COMMUNITY LIFE WITHOUT PAID SUPPORTS. 342430 241715 NEW AVENUES OFFERS INCLUSION SERVICES FOR ADULTS WITH DISABILITIES, SUPPORTING THEIR ACTIVE ENGAGEMENT IN COMMUNITY LIFE AND COMPETITIVE EMPLOYMENT. OUR PERSONALIZED SERVICES HELP INDIVIDUALS ACHIEVE PERSONAL AND PROFESSIONAL GOALS, WORKING ONE-ON-ONE OR IN SMALL GROUPS (TYPICALLY FOUR OR FEWER) WITHIN PUBLIC COMMUNITY SETTINGS. WE PRIORITIZE USING NON-DISABILITY-SPECIFIC RESOURCES, LIKE PUBLIC TRANSPORTATION. OUR FOCUS IS TO FOSTER MAXIMUM INDEPENDENCE THROUGH REAL-LIFE TEACHING AND COACHING, HELPING INDIVIDUALS BUILD COMMUNITY RELATIONSHIPS. SERVICES GRADUALLY REDUCE AS EACH PERSON GAINS SKILLS AND CONNECTIONS TO PARTICIPATE WITHOUT PAID SUPPORT. 170567 241325 OTHER PROGRAMS 170567 241325 13387352 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 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 54 0 1 392 1 0 0 0 0 0 1 1 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 1 0 OH X MELANIE CARNES 2164811909 3615 SUPERIOR AVENUE STE 4404A CLEVELAND OH 44114 STEVE KACHUR CHAIR 2.00 0.00 X X 0 0 0 JAMES F PUFFENBERGER VICE CHAIR 2.00 0.00 X X 0 0 0 JUSTIN MILLER TREASURER 2.00 0.00 X X 0 0 0 JENNA ALLEN SECRETARY 2.00 0.00 X X 0 0 0 MICHAEL PRIMROSE DIRECTOR 2.00 0.00 X 0 0 0 ROXANA STOICEA DIRECTOR 2.00 0.00 X 0 0 0 RICHARD EBNER DIRECTOR 2.00 0.00 X 0 0 0 JOYCE BRESLER DIRECTOR EMERITUS 2.00 0.00 X 0 0 0 KAREN KNAVEL CEO THRU 1/7/24 40.00 0.00 X 22475 0 2748 MELANIE CARNES CEO AS OF 4/1/24 40.00 0.00 X 149863 0 20133 AMIE ESPINOZA GONZALES CHIEF PROGRAM OFFICER 40.00 0.00 X 130078 0 32315 MICHAEL J LAHETA CFO THRU 1/30/24 40.00 0.00 X 54208 0 4888 JOSEPH LAWRENCE CFO FROM 1/30/24 40.00 0.00 X 108424 0 13048 465048 0 73132 3 0 1 0 MOORE'S HELPING HANDS 9900 GLEESON DR VALLEY VIEW OH 44125 MAINTENANCE 429139 LC FLUHARTY CONSTRUCTION LLC 18320 LANKEN AVENUE CLEVELAND OH 44119 CONSTRUCTION 302821 TRANSFRM 802 SHARON DRIVE SUITE C WESTLAKE OH 44145 IT SERVICES 153470 ESC OF THE WESTERN RESERVE 8221 AUBURN ROAD PAINESVILLE OH 44077 ACTIVITY PERSONNEL CONTRACT 127137 BRIGHTSTAR 7029 PEARL ROAD SUITE 310 MIDDLEBURG HEIGHTS OH 44130 HABILITATION STAFF CONTRACT 116735 8 228933 604520 833453 MEDICAID PAYMENTS 623990 11640300 11640300 WAIVER SERVICES 623990 4343127 4343127 INCLUSION SERVICES 623990 241715 241715 WAIVER RETENTION PAYMENT 623990 188880 188880 16414022 30811 30811 119396 66951 52445 52445 52445 17330731 16466467 0 30811 X 538179 93825 443597 757 8736313 8065483 639432 31398 10558 9341 1180 37 621431 576394 39214 5823 857713 735065 115420 7228 30039 30039 40181 40181 5498 5498 1663993 992039 607197 64757 80923 54509 26128 286 351381 268747 82634 126448 111734 14634 80 214682 213699 983 354492 329906 24586 166890 156902 9719 269 BED TAX 602139 602139 0 0 SUPPLIES 544338 525213 18865 260 BAD DEBT 351612 351612 0 0 LEASED EQUIP. 236193 232445 3748 0 214674 68299 146338 37 15747677 13387352 2249393 110932 1843073 2758778 1279145 1580853 197162 200210 10787193 5480158 3743893 5307035 520469 419081 7583742 10265957 1161011 1113514 814442 625442 469195 389149 1150848 2562573 51768 30757 3647264 4721435 X 3902196 5176217 34282 368305 3936478 5544522 7583742 10265957 1583054 24990 0 X 0 1 X 1 0 X 289472 4451438 411362 328087 833453 6313812 13498509 13131549 14673215 13222290 16414022 70939585 13787981 17582987 15084577 13550377 17247475 77253397 6111 5150 10151 10300 12855 44567 0 6111 5150 10151 10300 12855 44567 77208830 137936 30811 168747 137936 30811 168747 45208 45208 1360504 1360504 15148485 17628195 15084577 13688313 17278286 78827856 0.97950 0.97310 0.00210 0.00180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 1,528. WORKERS COMPENSATION REBATES - 2020 AMOUNT: $ 1,162,534. SSA REPAYMENT AGREEMENT - 2020 AMOUNT: $ 196,442. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 321906 321906 5401170 2937946 2463224 2775882 2141044 634838 2288235 401168 1887067 5307035 LEASE LIABILITIES - OPERATING 10460 LEASE LIABILITIES - FINANCE 20297 30757 17350223 24990 24990 17325233 5498 5498 17330731 15742179 0 15742179 5498 5498 15747677 PART IV, LINE 2B: NEW AVENUES IS THE REPRESENTATIVE PAYEE FOR SOME OF THE INDIVIDUALS SERVED BY OUR ICF AND WAIVER PROGRAMS. CHECKING AND SAVINGS ACCOUNTS ARE HELD IN EACH OF THE INDIVIDUAL'S NAMES NOTING NEW AVENUES TO INDEPENDENCE INC AS REPRESENTATIVE PAYEE. X X X 1 0 0 0 0 0 0 0 0 MELANIE CARNES CEO AS OF 4/1/24 149863 0 0 0 0 0 9162 0 10971 0 169996 0 0 0 AMIE ESPINOZA GONZALES CHIEF PROGRAM OFFICER 130078 0 0 0 0 0 4155 0 28160 0 162393 0 0 0 PART I, LINE 4A MICHAEL J. LAHETA RECEIVED A SEVERANCE PAYMENT OF $25,000 FORM 990, PART VI, SECTION B, LINE 11B THE FINAL 990 IS EMAILED TO BOARD MEMBERS PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS OF THE CORPORATION SHALL PREPARE A DISCLOSURE FORM LISTING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST, WHICH EACH TRUSTEE SHALL FILE ONCE A YEAR PRIOR TO THE DATE OF FIRST YEARLY MEETING OF THE BOARD REGULARLY SCHEDULED IN FEBRUARY. THE OFFICERS OF THE CORPORATION SHALL PREPARE AN ANNUAL TRUSTEE INTEREST FORM BY WHICH TRUSTEES MAY INDICATE WHETHER OR NOT THEY OR THEIR AFFILIATED ENTITIES WISH TO DO BUSINESS WITH THE CORPORATION. IF THERE SHOULD ARISE A QUESTION AS TO WHETHER A TRUSTEE HAS A CONFLICT OR DUALITY OF INTEREST AND THE MATTER IS NOT RESOLVED BY REFERENCE TO THIS POLICY, THE CODE OF REGULATIONS OR OHIO LAW, THEN THE MATTER SHALL BE REFERRED TO THE LEGAL COUNSEL OF THE BOARD FOR AN OPINION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 15A: WHEN SALARY INCREASES ARE CONSIDERED FOR THE CEO, THE EXECUTIVE COMMITTEE SEEKS ADVICE FROM ONE OR MORE ACCOUNTING FIRMS AND ALSO USES NATIONAL, REGIONAL AND STATE SALARY SURVEY INFORMATION TO DETERMINE APPROPRIATE COMPENSATION. 15B: WE DO MARKET-BASED SURVEYS AND UTILIZE NATIONAL, REGIONAL, AND STATE SALARY INFORMATION TO DETERMINE APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 992,039. MANAGEMENT AND GENERAL EXPENSES 607,197. FUNDRAISING EXPENSES 64,757. TOTAL EXPENSES 1,663,993.