2025-11-14T08:59:23-06:00 2024-12-31 202954888 BRYANS & GRAMUGLIA CPAS LLC 1 PINE WEST PLAZA SUITE 107 ALBANY NY 12205 990 2024-01-01 223494006 PEOPLE INC CONSOLIDATED RETURN PEOP 7166348132 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 KRIS TRENT CFO 7166348132 2025-11-14 0 1 ROBERT V GRAMUGLIA P00454779 5184528055 2025-11-13 2024 2025-03-06 01:10:19Z ANNE MCCAFFREY 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 30039788 1 1 9265 X WWW.PEOPLE-INC.ORG X NY THE GROUP'S MISSION IS TO PROVIDE HOME HEALTH SERVICES, AFFORDABLE HOUSING FOR LOW INCOME INDIVIDUALS AND FUNDRAISING FOR THE ADVANCEMENT OF INDIVIDUALS WITH DEVELOPMENT DISABILITIES. 84 58 445 0 0 0 1836598 6243606 20581184 23386115 1284264 276585 0 0 23702046 29906306 0 0 0 0 11717464 13214435 0 0 387847 13978402 14116865 25695866 27331300 -1993820 2575006 84612772 89020171 14034332 15647103 70578440 73373068 THE GROUP'S MISSION IS TO PROVIDE HOME HEALTH SERVICES, AFFORDABLE HOUSING FOR LOW INCOME AND INDIVIDUALS AND FUNDRAISING FOR THE ADVANCEMENT OF INDIVIDUALS WITH DEVELOPMENT DISABILITIES. 0 0 13597912 9773887 HOUSING AND OUTREACH - OPERATED APARTMENT BUILDINGS FOR THE DISABLED AND ELDERLY UNDER SECTION 202 AND SECTION 811 OF THE NATIONAL HOUSING ACT REGULATED BY THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 4936014 4708504 HEALTH CARE - PROVIDED HOME HEALTH CARE AND CLINICAL SERVICES IN WESTERN NEW YORK. 7753382 8903724 PEOPLE INC. FINGER LAKES 26287308 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 445 1 0 0 0 0 0 0 0 0 0 0 0 0 X 84 58 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X X KRIS TRENT CFO 7166348132 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 JOANNE HUDECKI CHAIRPERSON - PEOPLE INC & AFFILIATE 1.00 4.00 X X 0 0 0 ELIZABETH MAURO VICE CHAIR - PEOPLE INC & AFFILIATE 1.00 2.00 X X 0 0 0 ROBERT MAYER TREASURER - PEOPLE INC & AFFILIATE 1.00 6.00 X X 0 0 0 DENNIS SCHAEFFER SECRETARY - PEOPLE INC & AFFILIATE 1.00 1.00 X X 0 0 0 BILL COLLINS BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 2.00 X X 0 0 0 TONY DESIMONE BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 DENNIS HORRIGAN BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 ANGELICA PEREZ-DELGADO BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 LYNNE FRANK BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 5.00 X 0 0 0 BRENDA MCDUFFIE BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 KATHY WOOD BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 GRANT LOOMIS BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 BJ STASIO BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 1.00 X 0 0 0 NANCY DOBSON BOARD MEMBER - PEOPLE INC & AFFILIATE 1.00 2.00 X 0 0 0 NANCY DOBSON CHAIRPERSON - PEOPLE INC. FOUNDATION 1.00 2.00 X X 0 0 0 BILL REGAN CHAIRPERSON - PEOPLE INC. FOUNDATION 1.00 X X 0 0 0 BETH MONTAGUE SECRETARY - PEOPLE INC. FOUNDATION 1.00 X X 0 0 0 ALEXANDRA WEHR TREASURER - PEOPLE INC. FOUNDATION 1.00 X X 0 0 0 BILL COLLINS BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 2.00 X 0 0 0 ANNE MCCAFFREY BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 34.00 X 0 0 0 MICHAEL MODRZYNSKI BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 RONALD PAPA BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 LARY SKERKER BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 CHARLES HARDY BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 JOANNE BEATON BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 1.00 X 0 0 0 RALPH VANNER JR BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 KEVIN GLUC BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 LEI HAN BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 1.00 X 0 0 0 PAUL HERLAN BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 1.00 X 0 0 0 PRIYA GISMONDI BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 1.00 X 0 0 0 JENNIFER BIALASIK BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 1.00 X 0 0 0 JUSTIN WACLAWEK BOARD MEMBER - PEOPLE INC. FOUNDATION 1.00 X 0 0 0 MARY ANN O'DEA PRESIDENT - CHDO 1.00 34.00 X X 0 62216 7033 BRADFORD WATTS SECRETARY - CHDO 1.00 34.00 X X 0 78523 624 LYNNE FRANK DIRECTOR - CHDO 1.00 5.00 X 0 0 0 ELIZABETH MAURO DIRECTOR - CHDO 1.00 2.00 X 0 0 0 SHARON FODOR BOARD MEMBER - CHDO 1.00 X 0 0 0 JOANNE HUDECKI BOARD MEMBER - CHDO 1.00 4.00 X 0 0 0 KELIE MORPHIS BOARD MEMBER - CHDO 1.00 X 0 0 0 CHARLENE VALVO BOARD MEMBER - CHDO 1.00 X 0 0 0 JEFF SANDERSON PRESIDENT - RIVERSHORE FOUNDATION 1.00 34.00 X X 0 125262 23251 JOANNE BEATON TREASURER - RIVERSHORE FOUNDATION 1.00 1.00 X X 0 0 0 BERNIE TOELLNER SECRETARY - RIVERSHORE FOUNDATION 1.00 X X 0 0 0 CHRISTINE SIRIANNI BOARD MEMBER - RIVERSHORE FOUNDATION 1.00 X 0 0 0 JOEL COSTANZO II BOARD MEMBER - RIVERSHORE FOUNDATION 1.00 X 0 0 0 PRIYA GISMONDI BOARD MEMBER - RIVERSHORE FOUNDATION 1.00 1.00 X 0 0 0 LEI HAN BOARD MEMBER - RIVERSHORE FOUNDATION 1.00 1.00 X 0 0 0 TERRY COLLESANO BOARD MEMBER - RIVERSHORE FOUNDATION 1.00 X 0 0 0 MICHAEL MARRONE BOARD MEMBER - RIVERSHORE FOUNDATION 1.00 X 0 0 0 RICH WETHERBY PRESIDENT - SOUTHEAST FOUNDATION 1.00 X X 0 0 0 PAUL HERLAN VICE PRESIDENT - SOUTHEAST FOUNDATION 1.00 1.00 X X 0 0 0 MARC SHATKIN ESQ TREASURER - SOUTHEAST FOUNDATION 1.00 X X 0 0 0 CRAIG ARRISON BOARD MEMBER - SOUTHEAST FOUNDATION 1.00 X 0 0 0 JENNIFER BIALASIK BOARD MEMBER - SOUTHEAST FOUNDATION 1.00 1.00 X 0 0 0 THOMAS BARRETT BOARD MEMBER - SOUTHEAST FOUNDATION 1.00 X 0 0 0 ANNE MCCAFFREY PRESIDENT - HAHDFC, INC. 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - HAHDFC, INC. 1.00 34.00 X X 0 0 0 ROBERT MAYER VP & TREASURER - HAHDFC, INC. 1.00 6.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - JAHDFC, INC. 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - JAHDFC, INC. 1.00 34.00 X X 0 0 0 ROBERT MAYER VP & TREASURER - JAHDFC, INC. 1.00 6.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - LLHDFC, INC. 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - LLHDFC, INC. 1.00 34.00 X X 0 0 0 ROBERT MAYER VP & TREASURER - LLHDFC, INC. 1.00 6.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - GSHDFC, INC. 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - GSHDFC, INC. 1.00 34.00 X X 0 0 0 ROBERT MAYER VP & TREASURER - GSHDFC, INC. 1.00 6.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - OSADFC, INC. 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - OSADFC, INC. 1.00 34.00 X X 0 0 0 ROBERT MAYER VP & TREASURER - OSADFC, INC. 1.00 6.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - RNHDFC 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - RNHDFC 1.00 34.00 X X 0 0 0 JOANNE HUDECKI VP & TREASURER - RNHDFC, 1.00 4.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - BHHDFC 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - BHHDFC 1.00 34.00 X X 0 0 0 LYNNE FRANK VP & TREASURER - BHHDFC 1.00 5.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - FHDFC, INC. 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - FHDFC, INC. 1.00 34.00 X X 0 0 0 LYNNE FRANK VP & TREASURER - FHDFC, IN 1.00 5.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - MHDFC 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - MHDFC 1.00 34.00 X X 0 0 0 LYNNE FRANK VP & TREASURER - MHDFC 1.00 5.00 X X 0 0 0 PASTOR DWAYNE GILLISON SR PRESIDENT - MOSMHDFC 1.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - MOSMHDFC 1.00 34.00 X X 0 0 0 ROBERT MOOTRY JR VP & TREASURER - MOSMHDFC 1.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT - EPOHHDFC 1.00 34.00 X X 0 0 0 CONCETTA FERGUSON SECRETARY - EPOHHDFC 1.00 34.00 X X 0 0 0 JOANNE HUDECKI VP & TREASURER - EPOHHDFC 1.00 4.00 X X 0 0 0 ANNE MCCAFFREY PRESIDENT AND CEO 1.00 34.00 X 0 395284 25174 NANCY PALUMBO CAO 1.00 34.00 X 0 237906 8077 CONCETTA FERGUSON CHIEF INNOV & PRG DEV OFFICER 1.00 34.00 X 0 208539 3110 SUSAN MANCUSO CFO 1.00 34.00 X 0 186998 18951 JOHN SCHIAVONE CFO 1.00 34.00 X 0 115588 8374 ANNA KORUS SENIOR VICE PRESIDENT 1.00 34.00 X 0 193974 24421 MELIE MELL SENIOR RESIDENTIAL SUPERVISOR 1.00 34.00 X 0 186922 25671 STACEY EDWARDS ASSOCIATE VICE PRESIDENT 1.00 34.00 X 0 181162 22195 MARALYN MILITELLO SENIOR VICE PRESIDENT 1.00 34.00 X 0 180764 2313 DAWN MACMURRAY SENIOR VICE PRESIDENT 1.00 34.00 X 0 179764 21003 ANNE STONE FORMER CFO 1.00 34.00 X 0 151640 0 0 2484542 190197 0 1 1 0 0 102228 912425 5228953 6243606 HOUSING AND OUTREACH 623990 9773887 9773887 PEOPLE INC. FINGER LAKES 623990 8903724 8903724 HEALTH CARE 624100 4708504 4708504 23386115 276585 276585 133482 102228 133482 0 29906306 23386115 0 276585 10917601 10917601 68950 68950 1426716 1426716 801168 801168 1883114 1217817 648489 16808 29014 28306 708 161717 161717 920434 920434 79204 29040 50164 536224 500159 36065 345122 341357 3765 1124971 1124971 241973 241973 4447 4447 27150 27150 2996844 2996844 1026975 1026975 REPAIRS AND MAINTENANCE 3357788 3355688 2100 SUPPLIES 669733 660580 9153 REAL ESTATE TAXES 166482 166482 CONTRIBUTION EXPENSE 75000 75000 470673 268933 5556 196184 27331300 26287308 656145 387847 17354 17940 1642750 2763752 4497084 9068470 3551199 2551199 209904 101213 103195389 50100581 55031121 53094808 10635493 12254713 9027867 9168076 84612772 89020171 1091225 1254051 1046 1000 50849 50566 1736721 2833406 11154491 11508080 14034332 15647103 X 70578440 68924483 4448585 70578440 73373068 84612772 89020171 X 2575006 559017 -116461 -222934 X X 0 1 X 1 1 1 X 2417955 4651310 2601322 1836598 6243606 17750791 2417955 4651310 2601322 1836598 6243606 17750791 17750791 171148 187621 200649 238948 276585 1074951 18825742 100598966 0.94290 0.92840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1493075 888754 604321 1493075 1493075 1493075 1493075 1493075 1493075 1493075 1493075 1.00000 0 0 4381228 4381228 84342372 36258004 48084368 13339548 12744951 594597 1048297 1048297 0 83944 49329 34615 53094808 DEPOSITS 328966 RESERVES FOR REPLACEMENT 4718708 RESIDUAL RECEIPTS 75967 DUE FROM AFFILIATES 3993869 PARTICIPANT FUNDS 50566 9168076 DUE TO AFFILIATES 11177795 DUE TO FUNDING SOURCES 4601 SECURITY DEPOSITS 321447 CHARITABLE GIFT ANNUITY 4237 11508080 X PART IV, LINE 2B: THE AGENCY HAS CUSTODIAL AUTHORITY OVER PARTICIPANT FUNDS. THESE FUNDS ARE USED FOR AUTHORIZED AND ALLOWABLE PURCHASES OF PARTICIPANTS PERSONAL ITEMS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE INVESTED IN PERPETUITY FOR THE LONG TERM SECURITY OF THE OGRANIZATION WITH THE EARNINGS UTILIZED IN ACCORDANCE WITH THE DONORS WISHES. PART X, LINE 2: THE AGENCY IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES AS ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC 740-10 WHICH REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITION. FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. HOWEVER, THE ENTITY HAS NO KNOWLEDGE OF EVENTS OR CIRCUMSTANCES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE AGENCY IMPLEMENTED FASB ASC 740-10 AND ITS CURRENT ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE AGENCY HAS NOT RECOGNIZED ANY BENEFITS FROM UNCERTAIN TAX POSITIONS IN 2024 AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENTS OF FINANCIAL POSITION DATE. THE AGENCY EVALUATED ITS TAX POSITION AND CONCLUDED THAT ALL OF THE POSITIONS TAKEN BY THE AGENCY WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION, BASED ON TECHNICAL MERITS. THE INFORMATION RETURNS OF THE AGENCY FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. GOLF TOURNAMENT 113930 34862 79068 12279 56550 10239 SPRING FUNDRAISER 121780 67366 54414 49380 500 4534 235710 102228 133482 12279 105930 500 14773 133482 0 0 0 0 0 0 0 0 0 0 ANNE MCCAFFREY PRESIDENT AND CEO 0 386481 0 15 0 8788 0 5175 0 19999 0 420458 0 0 NANCY PALUMBO CAO 0 235846 0 1216 0 844 0 161 0 7916 0 245983 0 0 ANNA KORUS SENIOR VICE PRESIDENT 0 192328 0 1216 0 430 0 4122 0 20299 0 218395 0 0 MELIE MELL SENIOR RESIDENTIAL SUPERVISOR 0 185606 0 1316 0 0 0 5672 0 19999 0 212593 0 0 CONCETTA FERGUSON CHIEF INNOV & PRG DEV OFFICER 0 206152 0 1216 0 1171 0 3110 0 0 0 211649 0 0 SUSAN MANCUSO CFO 0 186482 0 516 0 0 0 937 0 18014 0 205949 0 0 STACEY EDWARDS ASSOCIATE VICE PRESIDENT 0 94621 0 86541 0 0 0 2196 0 19999 0 203357 0 0 DAWN MACMURRAY SENIOR VICE PRESIDENT 0 178548 0 1216 0 0 0 780 0 20223 0 200767 0 0 MARALYN MILITELLO SENIOR VICE PRESIDENT 0 179319 0 845 0 600 0 2313 0 0 0 183077 0 0 ANNE STONE FORMER CFO 0 151640 0 0 0 0 0 0 0 0 0 151640 0 0 ALLIED MECHANICAL MICHAEL MODRZYNS BOARD OF DIRECTOR - PEOPLE INC. FOUNDATION AND PRESIDENT ALLIED MECH. 269030 REPAIRS/MAINTENANCE 0 FORM 990, PART VI, SECTION B, LINE 11B PEOPLE INC. UTILIZE THEIR AUDITORS TO PREPARE A DRAFT COPY OF THE FORM 990 FROM INFORMATION PROVIDED BY THE MANAGEMENT OF PEOPLE INC. THE DRAFT IS PRESENTED TO MANAGEMENT FOR THEIR APPROVAL AND THEN TO THE BOARD OF DIRECTORS AS A WHOLE OR TO THE AUDIT COMMITTEE, WHICH HAS AUTHORITY TO REVIEW THE DRAFT 990, MAKE SUGGESTIONS OR DIRECTIVES FOR ADJUSTMENTS, AND RECOMMEND APPROVAL OF A FINAL FORM THAT MEETS THEIR AGREEMENT. USUALLY, THE AUDIT COMMITTEE THEN VOTES ON WHETHER OR NOT THEY ACCEPT THE RETURN AND WHETHER THEY WILL RECOMMEND THAT IT BE APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS PRESENTED WITH THE INFORMATION BY THE AUDIT COMMITTEE. THE BOARD THEN VOTES TO ACCEPT THE RECOMMENDATION OF THE BOARD AUDIT COMMITTEE AS APPROVAL AND AUTHORIZATION FOR THE FINAL 990 TO BE SUBMITTED AND RELEASED. THE CEO WILL THEN SIGN FORM 8879-EO TO AUTHORIZE THE AUDITORS TO FILE THE FORM 990 ELECTRONICALLY ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C PEOPLE INC.'S EMPLOYEE CONFLICT OF INTEREST POLICY REQUIRES THAT EMPLOYEES REMAIN FREE AND UNENCUMBERED FROM AND CONFLICT OF INTEREST THAT WOULD AFFECT THEIR DECISION MAKING OR ABILITY TO PERFORM THEIR JOB. EMPLOYEES MAY NOT RECEIVE OR ACCEPT ANY PAYMENT, GIFT (VALUED AT MORE THAN $100) OR OTHER PERSONAL ECONOMIC BENEFIT OF VALUE FROM ANY PERSON OR ENTITY THAT HAS OR SEEKS TO HAVE A BUSINESS RELATIONSHIP WITH PEOPLE INC. THIS IS ALSO REINFORCED IN THE AGENCY'S GIFT POLICY. THE POLICIES STATE THAT IF THERE IS A GIFT GIVEN DIRECTLY TO THE SITE/PROGRAM/DEPARTMENT THE GIFT SHOULD BE EITHER DECLINED OR REDIRECTED TO THE PEOPLE INC. FOUNDATION. THE CONFLICT OF INTEREST POLICY FOR EMPLOYEES ALSO ADDRESSES SECONDARY EMPLOYMENT. WHILE EMPLOYEES MAY NOT ENGAGE IN ACTIVITIES THAT ARE IN COMPETITION WITH THE AGENCY OR USURP BUSINESS OPPORTUNITIES FROM THE AGENCY, EMPLOYEES MAY ENGAGE IN OUTSIDE EMPLOYMENT THAT DOES NOT INTERFERE WITH OR RESULT IN A CONFLICT OF INTEREST. IN NOVEMBER, THE CORPORATE COMPLIANCE OFFICE POSTS THE CONFLICT OF INTEREST AND GIFT POLICIES IN THE EMPLOYEE INTRANET, PEOPLE DIRECT. THE POLICIES ARE ALSO CONTAINED IN THE EMPLOYEE HANDBOOK. IN ADDITION, SUPERVISORS ARE ASKED TO REVISIT THIS POLICY WITH THEIR STAFF ESPECIALLY AROUND THE HOLIDAYS. ANY QUESTIONS OR CONCERNS ABOUT REAL OR POTENTIAL CONFLICTS OF INTERESTS AMONG EMPLOYEES REQUIRES THAT THEY CONTACT THE CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 PEOPLE INC. DETERMINES THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO BY HAVING AN INDEPENDENT CONTRACTOR PERFORM THE FOLLOWING: 1) EVALUATE THE CURRENT BASE SALARY FOR MARKET COMPETITIVENESS. 2) REVIEW THE BENEFITS AND PREREQUISITES PROVIDED. 3) DEVELOP RECOMMENDATIONS FOR ALL COMPONENTS OF THE PRESIDENT/CEO'S COMPENSATION. THE BOARD OF DIRECTORS THEN EVALUATES THE RECOMMENDATIONS FROM THE THIRD-PARTY AND VOTES ON THE RECOMMENDATIONS PROVIDED. FOR SENIOR STAFF, PEOPLE INC. ANNUALLY ENGAGES CATAPULT EXECUTIVE CONSULTING TO PREPARE A COMPETITIVE MARKET ANALYSIS TO EVALUATE THE CURRENT COMPENSATION AND INCENTIVE PLANS TO ENSURE THAT SENIOR LEADERS ARE COMPENSATED AND MOTIVATED TO ACHIEVE RESULTS. FOR EMPLOYEES, EVERY THREE YEARS, ATLAS ALIGNMENT GROWTH PARTNERS REVIEWS THE JOB RESPONSIBILITIES OF THE STAFF AND PERFORMS AND INDUSTRY COMPARISON OF DUTIES, QUALIFICATIONS AND JOB SCOPE. DURING THIS PROCESS AND BEFORE THE REPORT IS ISSUED BY ATLAS ALIGNMENT GROWTH PARTNERS, THE CEO PROVIDES INPUT REGARDING THE PRE-COMPARISON DATA WHICH INCLUDES JOB DESCRIPTIONS, ORGANIZATIONAL CHARTS, AND DISCUSSION OF THE POSITION. THE COMPLETED REPORT IS THEN USED TO ADJUST SALARIES ON A YEAR BY YEAR BASIS TO MEET THE RECOMMENDED RANGES. OVER THE THREE YEAR PERIOD, THE SALARY REPORT MAYBE REVIEWED MORE FREQUENTLY IF THERE HAS BEEN SIGNIFICANT GROWTH AND/OR CHANGE IN RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 18 AN ANNUAL REPORT IS PRODUCED YEARLY BY THE PUBLIC AFFAIRS DEPARTMENT. COPIES ARE AVAILABLE TO THE PUBLIC BY REQUEST AT NO CHARGE. ALSO, IT IS AVAILABLE ONLINE THROUGH PEOPLE INC.'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT NO CHARGE. FORM 990, PART XI, LINE 9: GAIN (LOSS) ON ACQUISITION -222,934. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PEOPLE INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 160975538 PROVIDE HEALTH AND WELFARE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS NY 501(C)(3) 7 N/A 0 HIGHLAND AVENUE HOUSING DEVELOPMENT FUND COMPANY INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 474794480 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 JEFFERSON AVENUE HOUSING DEVELOPMENT FUND COMPANY INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 821423898 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 LINWOOD LAFAYETTE HOUSING DEVELOPMENT FUND COMPANY INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 822691254 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 GRANT STREET APARTMENTS DEVELOPMENT FUND COMPANY INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 831238240 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 OAKWOOD SENIOR APARTMENTS DEVELOPMENT FUND COMPANY INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 842403690 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 FOLWELL HOUSING DEVELOPMENT FUND COMPANY INC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 851197228 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 MAGNOLIA HOUSING DEVELOPMENT FUND CORPORATION 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 882488217 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 BLOCHER HOMES HOUSING DEVELOPMENT FUND CORPORATION 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 880865747 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 MOUNT OLIVE SENIOR MANOR HOUSING DEVELOPMENT FUND CORPORATION 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 884185227 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 N/A 0 ROGERS NEIGHBORHOOD HOUSING DEVELOPMENT CORPORATION 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 923375132 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE COMMUNITY HOUSING DEVELOPMENT CORPORATION 1 EPO HOPKINS HOUSING DEVELOPMENT FUND CORPORATION 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 263401885 LOW INCOME HOUSING PROPERTY DEVELOPMENTS NY 501(C)(3) 7 PEOPLE INC 0 HIGHLAND AVENUE LP 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 352539364 REALTY COMPANY NY N/A RELATED 0 0 0.00010 LINWOOD LAFAYETTE LP 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 821955158 REALTY COMPANY NY N/A RELATED 4 0 0 0.00010 JEFFERSON AVENUE APARTMENTS LP 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 820815800 REALTY COMPANY NY N/A RELATED 0 0 0.00010 GRANT STREET APARTMENTS LP 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 352632141 REALTY COMPANY NY N/A RELATED 5 0 0 0.00010 OAKWOOD APARTMENTS LP 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 842161936 REALTY COMPANY NY N/A RELATED 4 0 0 0.00010 FOLWELL APARTMENTS LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 844994198 REALTY COMPANY NY N/A RELATED 0 0 0.00010 MAGNOLIA HOUSING LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 880905249 REALTY COMPANY NY N/A RELATED 0 0 0.00010 BLOCHER HOMES APARTMENTS LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 880648751 REALTY COMPANY NY N/A RELATED 0 0 0.00010 MOUNT OLIVE SENIOR MANOR LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 863207730 REALTY COMPANY NY N/A RELATED 0 0 0.00010 JUNIPER APARTMENTS LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 922519938 REALTY COMPANY NY N/A RELATED 0 0 0.00010 HIGHLAND AVENUE GP LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 474506250 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 0.51000 0 LINWOOD LAFAYETTE GP LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 821939934 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 18718 0.51000 0 JEFFERSON AVENUE GP LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 820658157 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 0.51000 0 GRANT STREET APARTMENTS MM LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 830940917 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 25834 0.51000 0 OAKWOOD SENIOR APARTMENTS MM LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 842168679 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 39180 1.00000 0 FOLWELL APARTMENTS MM LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 844973765 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 0.51000 0 BLOCHER HOMES APARTMENTS MM LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 880658685 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 1.00000 0 MOUNT OLIVE SENIOR MANOR MM LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 863186643 REALTY COMPANY NY MOUNT OLIVE DEVELOPMENT CORP C 0.26000 0 JUNIPER APARTMENTS MM LLC 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 922533108 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 0.51000 0 JUNIPER SLIHC CORP 1219 NORTH FOREST ROAD WILLIAMSVILLE NY 14221 994764472 REALTY COMPANY NY PEOPLE COMMUNITY HOUSING DEVELOPMENT CORP C 1.00000 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 PEOPLE INC P 1354917 FAIR MARKET VALUE PEOPLE INC Q 102048 FAIR MARKET VALUE PEOPLE INC B 75000 FAIR MARKET VALUE PEOPLE INC J 67787 FAIR MARKET VALUE PEOPLE INC E 11026518 FAIR MARKET VALUE PEOPLE INC D 6479492 FAIR MARKET VALUE