2025-11-17T18:43:05-06:00 2024-12-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-01-01 746076222 THE ARC OF FORT BEND COUNTY ARCO 2814945959 407 JULIE RIVERS DR SUGAR LAND TX 77478 HAL MARSHALL CHAIRMAN 2814945959 2025-11-17 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z X LAURA L LAVIGNE 407 JULIE RIVERS DR SUGAR LAND TX 77478 1188028 0 1799 X WWW.ARCOFFORTBEND.ORG X 1968 TX THE ARC ENSURES OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND RELATED DEVELOPMENTAL DISABILITIES TO MAXIMIZE THEIR QUALITY OF LIFE WITHIN OUR COMMUNITY. 9 9 7 300 0 0 1848913 483110 523793 536034 61617 12075 36968 -44889 2471291 986330 0 0 0 0 520554 555943 0 0 47724 594544 569704 1115098 1125647 1356193 -139317 5979611 5665192 1301322 1126220 4678289 4538972 X THE ARC ENSURES OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND RELATED DEVELOPMENTAL DISABILITIES TO MAXIMIZE THEIR QUALITY OF LIFE WITHIN OUR COMMUNITY. 0 0 130514 ADVOCACY:THE ARC ADVOCATES FOR THE INCLUSION OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES INTO ALL PARTS OF THE COMMUNITY - FROM CLASSROOMS TO THE WORKPLACE. WE ADVOCATE FOR CHILDREN TO RECEIVE THE SERVICES AND SUPPORTS NECESSARY FOR THEM TO BENEFIT FROM INSTRUCTION. IN ADDITION, WE CONDUCT MONTHLY PARENT SUPPORT GROUP MEETINGS. THE ARC PARTICIPATES IN LEGISLATIVE ADVOCACY BY MEETING WITH LOCAL AND STATE ELECTED OFFICIALS TO PROMOTE PROGRAMS AND FUNDING THAT SUPPORT PEOPLE WITH DISABILITIES. 387564 511400 FACILITIES/RESIDENTIAL AND COMMERCIAL:THE ARC OWNS FIFTEEN (15) RESIDENTIAL PROPERTIES, FOURTEEN (14) OF WHICH ARE LEASED AT BELOW MARKET RATES TO LICENSED PROVIDERS TO OPERATE AS GROUP HOMES FOR INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES. THE ARC OWNS THREE (3) COMMERCIAL PROPERTIES, ONE (1) OF WHICH SERVES AS OUR OFFICE. ANOTHER IS LEASED AT BELOW MARKET RATES TO A LICENSED PROVIDER TO OPERATE AS A LEARNING CENTER FOR INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES. THE THIRD IS LEASED AT MARKET RATE TO A COMPOUNDING PHARMACY. IN 2024, THE ARC SPENT OVER $230,000 MAINTAINING ALL OF THESE PROPERTIES SO THAT OUR CLIENTS COULD LIVE AND WORK IN SAFE, ATTRACTIVE HOMES AND A LEARNING CENTER IN THRIVING NEIGHBORHOODS. 217301 24634 RECREATION:ALONG WITH OUR ADVOCACY WORK, WE PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES EACH MONTH FOR OUR ADULT AND TEEN/TWEEN CLIENTS. APPROXIMATELY 80 CLIENTS ATTEND PROFESSIONAL SPORTING EVENTS, DANCES, DISNEY ON ICE, FESTIVALS, COUNTY FAIR, RODEO, MOVIES IN THE COUNTY AND SURROUNDING AREA EACH YEAR. APPROXIBATELY 40-50 OF THOSE CLIENTS ALSO PARTICIPATE IN WEEKLY BOWLING. THE ARC SPONSORS THE LARGEST SPECIAL OLYMPICS PROGRAM IN THE AREA - OFFERING 9 SPORTS (LOCAL, AREA, REGIONAL, STATE) THROUGHOUT THE YEAR AND SERVING OVER 100 ADULT ATHLETES. ATHLETES AND BOWLERS ARE AWARDED, AND 100 VOLUNTEERS ARE RECOGNIZED AT AN ANNUAL SPORTS BANQUET EACH YEAR.PARENTS OF YOUTH/TEEN/TWEENS ARE SUPPLIED WITH INFORMATION AND TICKETS TO "DISABILITY FRIENDLY" FAMILY EVENTS TO ATTEND IN THE GREATER HOUSTON AREA. PARENTS OF YOUTH AGED 12 - 18 YRS ENJOY (3) THREE HOURS A MONTH OF RESPITE AS THEIR CHILDREN PARTICIPATE IN A SUPERVISED RECRATIONAL PROGRAM. 735379 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LAURA L LAVIGNE 2814945959 407 JULIE RIVERS DR SUGAR LAND TX 77478 KEVIN CASEY DIRECTOR 1.00 X 0 0 0 JOSEFINA ALCALA-HAMILTON DIRECTOR 1.00 X 0 0 0 ANN JOHNSTON DIRECTOR 1.00 X 0 0 0 SHARON LEE DIRECTOR [THRU 6/24] 1.00 X 0 0 0 STEWART JACOBSON DIRECTOR [FROM 7/24] 1.00 X 0 0 0 BREAH CAMPBELL DIRECTOR 1.00 X 0 0 0 HAL MARSHALL CHAIRMAN 4.00 1.00 X X 0 0 0 TARIQ ZAFAR VICE CHAIR 1.00 X X 0 0 0 MEGAN NEELY TREASURER 1.00 X X 0 0 0 TRACI DUEZ SECRETARY [THRU 6/24] 1.00 X X 0 0 0 LARRY LOBUE IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 LAURA L LAVIGNE CEO 40.00 X 95910 0 0 95910 0 0 0 0 0 0 0 X 421954 30000 14147 17009 65780 483110 PROGRAM LEASE INCOME 624110 511400 511400 PROGRAM SERVICE FEES 624110 24634 24634 536034 13247 13247 65727 66899 -1172 -1172 -1172 81280 421954 134799 -53519 -53519 3850 0 3850 3850 INSURANCE PROCEEDS 900099 3780 3780 OTHER INCOME 624110 1000 1000 4780 986330 536034 0 -32814 95910 47789 40413 7708 332664 165755 140172 26737 94646 47159 39880 7607 32723 16305 13788 2630 20273 15846 2918 1509 7670 5236 1105 1329 54408 4530 49674 204 4830 2870 1960 58128 58128 208803 205084 3719 84057 49696 34361 PROGRAM COSTS 76854 62448 14406 FACILITY EXPENSES 48973 48973 PROPERTY MANAGEMENT FEE 5708 5560 148 1125647 735379 342544 47724 49473 64831 832745 616654 78437 36199 7628130 2703830 5015456 4924300 3500 23208 5979611 5665192 146687 2200 1154635 1124020 1301322 1126220 X 4531001 4538972 147288 0 4678289 4538972 5979611 5665192 -139317 0 X X 1 X 0 1 0 X 236120 617836 1166852 1848913 483110 4352831 236120 617836 1166852 1848913 483110 4352831 563936 3788895 65 118 1105 16197 13247 30732 131838 13930 20960 52140 218868 2115 1631 21033 19609 4780 49168 4651599 2463829 0.81450 0.81460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,115. 2021 AMOUNT: $ 1,631. 2022 AMOUNT: $ 21,033. 2023 AMOUNT: $ 19,609. 2024 AMOUNT: $ 4,780. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1058474 1058474 6464788 2598962 3865826 104868 104868 0 4924300 NOTE PAYABLE - FOUNDATION 1073386 DEPOSITS PAYABLE 30590 FINANCE LEASE PAYABLE 20044 1124020 SPECIAL EVENTS 503234 421954 81280 134799 503234 421954 81280 134799 134799 -53519 X AUCTION ITEMS 41 65780 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION USED THE NUMBER OF ITEMS RECEIVED WHEN REPORTING THE AMOUNT ON PART I, COLUMN (B). SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE ARC OF FORT BEND COUNTY 407 JULIE RIVERS DR SUGAR LAND, TX 77478 EMPLOYER IDENTIFICATION NUMBER: 74-6076222 FOR THE YEAR ENDING DECEMBER 31, 2024 THE ARC OF FORT BEND COUNTY IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263 A)-1(F). FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, OR PERSONS OTHER THAN THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WILL BE REVIEWED AND APPROVED WITH THE SIGNATURE OF THE CHAIRMAN OF THE BOARD OF DIRECTORS. THE IRS FORM 990 WILL BE POSTED IN THE BOARD SECTION OF THE ARC'S WEBSITE AFTER IT IS SIGNED BY THE BOARD CHAIRMAN. THE BOARD OF DIRECTORS WILL BE E-MAILED NOTIFICATION WHEN THE IRS FORM 990 IS POSTED ON THE ARC'S WEBSITE. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE IRS FORM 990 TO BE FILED. THE IRS FORM 990 MAY BE VIEWED BY THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C AT, OR IMMEDIATELY AFTER, EACH ANNUAL MEETING REQUIRED BY THE BYLAWS, OR EACH ANNUAL PERFORMANCE REVIEW OF AN EMPLOYEE, OR EACH CONTRACT WITH AN INDEPENDENT CONTRACTOR, EACH INTERESTED PERSON SHALL ACKNOWLEDGE IN WRITING THAT HE/SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ IT AND UNDERSTANDS IT, AGREES TO COMPLY WITH AND IS IN COMPLIANCE WITH THIS POLICY, AND THAT HE/SHE IS EXPRESSLY AWARE OF THE CONTINUING DUTY OF DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL WRITTEN ACKNOWLEDGMENTS SHALL BE MAINTAINED AS PART OF THE PERMANENT RECORDS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A PER THE INTERNAL CONTROLS DOCUMENT, THE EXECUTIVE COMMITTEE WILL REVIEW THE MOST CURRENT, PUBLISHED HOUSTON UNITED WAY MANAGEMENT ASSISTANCE PROGRAM (MAP) ORGANIZATIONS' WAGE AND BENEFIT SURVEY OF COMPARABILITY DATA FOR EXECUTIVE COMPENSATION IN NONPROFITS. THE INFORMATION FROM THIS SURVEY WILL BE UTILIZED, ALONG WITH OTHER PERTINENT INFORMATION IN DETERMINING THE SALARY OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINE 2A PROGRAM SERVICE INCOME THE ARC OWNS AND LEASES GROUP HOMES TO SERVICE PROVIDERS WHICH ARE CERTIFIED BY THE STATE OF TEXAS TO PROVIDE SERVICES TO FORT BEND COUNTY, TEXAS. LEASES RANGE FROM $1,250 TO $2,100 PER MONTH. ALL OF THE HOMES ARE UTILIZED AS HOUSING FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OWNS AND LEASES ITS BUILDING ON INDUSTRIAL BLVD. TO A SERVICE PROVIDER UNDER A FIVE-YEAR OPERATING LEASE WITH 4 OPTIONS TO RENEW FOR 5 YEARS EACH. THE MONTHLY RATE IS $8,750. THE FACILITY IS USED BY THE SERVICE PROVIDER TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OWNS AND LEASES ITS BUILDING ON CYPRESS POINT TO A SERVICE PROVIDER UNDER AN OPERATING LEASE THAT HAD A MONTHLY RATE OF $8,000 PER MONTH IN 2023. THE ARC ENTERED INTO A NEW LEASE WITH A NEW TENANT IN FEBRUARY 2024 AT A RATE OF $9,750 PER MONTH FOR A LEASE TERM OF 5 YEARS. THIS FACILITY IS USED BY THE SERVICE PROVIDER TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OWNS AND LEASES SECTIONS OF ITS NEWLY PURCHASED BUILDING ON JULIE RIVERS DRIVE AS OFFICE SPACE TO VARIOUS BUSINESSES. LEASES ARE ON A MONTH-TO-MONTH BASIS WITH RENTAL PAYMENTS RANGING FROM $500 TO $1,500 PER MONTH. RENTAL INCOME WAS $511,400 AND $498,890 FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY, AND IS RECOGNIZED ON A STRAIGHT-LINE BASIS OVER THE LEASE TERMS, WHICH MAY DIFFER FROM ACTUAL CASH RECEIPTS DUE TO ESCALATING PAYMENTS. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. ARC OF FORT BEND COUNTY FOUNDATION 407 JULIE RIVERS DR SUGAR LAND TX 77478 300093145 CHARITABLE TX 501(C)(3) 509(A)(3) TYPE II N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 ARC OF FORT BEND COUNTY FOUNDATON E 1073386 LOAN DOCUMENTS ARC OF FORT BEND COUNTY FOUNDATON R 58128 FINANCIAL STATEMENTS ARC OF FORT BEND COUNTY FOUNDATON C 30000 FINANCIAL STATEMENTS