2025-11-17T10:20:25-06:00 2024-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2024-01-01 221735360 OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY INC OCCU 6092676677 2 MANHATTAN DRIVE BURLINGTON NJ 08016 ISAAC MANNING EXECUTIVE DIRECTOR/CEO 6092676677 2025-11-17 1 1 BENJAMIN E MCDANNELL CPA P01738977 6096899700 2025-11-17 2024 2025-03-06 01:10:19Z ISAAC MANNING 2 MANHATTAN DRIVE BURLINGTON NJ 08016 69332595 0 X WWW.OTCBC.ORG X 1962 NJ ASSIST INDIVIDUALS WITH DISABILITIES IN REACHING THEIR MAXIMUM POTENTIAL. 14 14 845 14 0 0 9176585 6361309 40398476 44028606 1976100 3851507 604773 633771 52155934 54875193 2503565 318922 0 0 32383790 32851754 0 0 0 12666347 14408561 47553702 47579237 4602232 7295956 91142374 99687358 9097147 10693859 82045227 88993499 X ASSIST INDIVIDUALS WITH DISABILITIES IN REACHING THEIR MAXIMUM POTENTIAL. 0 0 16141286 318922 16861502 SHELTERED WORKSHOP - CONSISTS OF THE FOLLOWING PROGRAMS:BENCH ASSEMBLY - PROVIDES VOCATIONAL TRAINING IN THE FORM OF SIMPLE ASSEMBLY INCLUDING PACKAGING, PRODUCTION AND ORDER FULFILLMENT.FEDERAL JANITORIAL AND FOOD SERVICE CONTRACTS THAT ARE SECURED UNDER THE ABILITY-ONE PROGRAM AND ARE IN CONJUNCTION WITH SOURCE AMERICA, THE CENTRAL NON-PROFIT ORGANIZATION. THIS PROGRAM ALLOWS INDIVIDUALS WITH DISABILITIES TO CHOOSE FROM A VARIETY OF WORK OPPORTUNITIES PROVIDED THROUGH FEDERAL GOVERNMENT CONTRACTS.STATE OF NEW JERSEY THE CONTRACTS THAT THE CENTER MANAGES FOR THE STATE OF NEW JERSEY ARE ADMINISTERED AND REGULATED THROUGH CNA ACCESS NEW JERSEY, A NON-PROFIT ORGANIZATION. THIS PROGRAM OFFERS BOTH JANITORIAL AS WELL AS BUILDING MAINTENANCE EMPLOYMENT OPPORTUNITIES.BURLINGTON COUNTY JANITORIAL THE CENTER ACQUIRED THE JANITORIAL CONTRACT FOR ALL OF THE COUNTY'S OFFICE BUILDINGS IN 2011. 15211623 15574585 RESOURCE RECOVERY - THIS PROGRAM EMPLOYS INDIVIDUALS WITH DISABILITIES WHO ASSIST IN THE COLLECTION AND PROCESSING OF RECYCLABLE MATERIALS. DISABLED INDIVIDUALS ALSO WORK AT THE RECYCLING FACILITY SORTING AND BALING RECYCLED MATERIALS. THE RECYCLING FACILITY IS LEASED TO BURLINGTON COUNTY UNDER A 20-YEAR AGREEMENT; WHILE THE OPERATIONS, PROCESSING AND MARKETING SERVICES ARE FUNDED THROUGH AN ANNUAL AGREEMENT WITH BURLINGTON COUNTY. RECYCLING SERVICES ARE ALSO PROVIDED UNDER CONTRACTS WITH THE FEDERAL GOVERNMENT AND THE STATE OF NEW JERSEY. 4563207 6185471 COMMUNITY ACCESS CENTERS - PROVIDED THROUGH FOUR COMMUNITY ACCESS CENTERS THAT HELP INTEGRATE INDIVIDUALS WITH DISABILITIES INTO THE COMMUNITY THROUGH RECREATIONAL AND PAID OR VOLUNTEER ACTIVITIES. THIS PROGRAM FOCUSES ON DEVELOPING PERSONAL SKILLS, PRACTICING GOOD HEALTH AND HYGIENE, AND BUILDING WORK HABITS OF THE INDIVIDUALS SERVED. A SPECIAL NEEDS PROGRAM ALSO PROVIDES NURSING AND OCCUPATIONAL THERAPY SERVICES TO INDIVIDUALS WITH SEVERE DISABILITIES. A FIFTH CENTER WAS PURCHASED IN AUGUST 2025 AND IS EXPECTED TO OPEN IN 2026. 4626028 5498681 GROUP HOMES - THERE ARE SEVEN GROUP HOMES OPERATED UNDER THIS PROGRAM. THE PATRICIA W. LEULIETTE FACILITY, LOCATED IN SPRINGFIELD TOWNSHIP, IS A 2,500 SQ. FOOT HOME FOR FIVE ADULTS WITH DEVELOPMENTAL DISABILITIES. THE KATHLEEN WRIGHT FACILITY, LOCATED IN MARLTON, IS A 2,024 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE FLORENCE GILBERT FACILITY, LOCATED IN WILLINGBORO, IS A 2,516 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE ROBERT SCHEYHING FACILITY, LOCATED IN MARLTON, IS A 2,136 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE JOHN WEGENER FACILITY, LOCATED IN WILLINGBORO, IS A 2,200 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. THE ROBERT BANKARD GROUP HOME LOCATED IN WILLINGBORO, IS A 2,195 SQ. FOOT HOME FOR FOUR ADULTS WITH DEVELOPMENTAL DISABILITIES. AROUND THE CLOCK STAFFING HELPS TO PROVIDE A REAL HOME ENVIRONMENT WHILE ENCOURAGING PERSONAL GROWTH TO THE INDIVIDUALS SERVED. 4626028 5498681 40542144 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 845 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MARCY PATTERSON CONTROLLER 6092676677 2 MANHATTAN DRIVE BURLINGTON NJ 08016 ISAAC MANNING EXECUTIVE DIRECTOR/CEO 40.00 X 339048 0 37075 KAREN ELLIOTT ASSISTANT EXECUTIVE DIRECT 40.00 X 266873 0 47669 MATTHEW JUGAN DIRECTOR OF OPERATIONS: GO 40.00 X 163667 0 23793 TIMOTHY WHELIHAN GENERAL MANAGER: RECYCLING 40.00 X 148094 0 14845 JAMES MCGURL JR RECYCLINGS COLLECTION MANA 40.00 X 142953 0 14790 DEAN COLOMBAN IT MANAGER 40.00 X 140218 0 23654 MARCY PATTERSON CONTROLLER 40.00 X 135580 0 724 COLLEEN WITTEN CHIEF FINANCIAL OFFICER (FORMER) 40.00 X 31889 0 8985 FRANKLIN GOMEZ PRESIDENT 1.00 X X 0 0 0 JANET WATSON VICE PRESIDENT 1.00 X X 0 0 0 MARK GRIZER TREASURER 1.00 X X 0 0 0 CHARLIE RILEY SECRETARY 1.00 X X 0 0 0 DARLENE BARRINGTON BOARD MEMBER 1.00 X 0 0 0 DONALD I BRYAN BOARD MEMBER 1.00 X 0 0 0 AL CASCARINA BOARD MEMBER 1.00 X 0 0 0 RANDY CHEN BOARD MEMBER 1.00 X 0 0 0 SHERRELL FITTS BOARD MEMBER 1.00 X 0 0 0 DOMENICK GRECO BOARD MEMBER 1.00 X 0 0 0 WERNER GUERRIER BOARD MEMBER 1.00 X 0 0 0 ROBERT J LAPALOMENTO BOARD MEMBER 1.00 X 0 0 0 PATRICIA W LEULIETTE BOARD MEMBER 1.00 X 0 0 0 ELLEN E MUSHINSKI BOARD MEMBER 1.00 X 0 0 0 1368322 0 171535 10 0 1 0 MERCADIEN PO BOX 7648 PRINCETON NJ 08543 ACCOUNTING 130385 1 340 6148025 212944 2744568 6361309 SHELTERED WORKSHOP 624310 16774469 16774469 RESOURCE RECOVERY 900099 15569985 15569985 COMMUNITY ACCESS CENTERS 900099 6185471 6185471 GROUP HOMES 900099 5498681 5498681 44028606 3016950 3016950 542138 0 542138 542138 542138 15290309 1650 14433347 24055 856962 -22405 834557 834557 OTHER INCOME 900099 91633 91633 91633 54875193 44120239 0 4393645 318922 318922 553301 553301 25616954 22278007 3338947 4520192 3952268 567924 2161307 1872015 289292 89497 16582 72915 130752 94141 36611 808856 205421 603435 111906 101567 10339 2468860 2309851 159009 160219 58275 101944 3244261 2728818 515443 3173992 3068643 105349 83675 49697 33978 2224203 2117443 106760 50374 50374 MISCELLANEOUS EXPENSES 945030 478902 466128 EQUIPMENT RENTAL AND RE 916936 891592 25344 47579237 40542144 7037093 0 929290 5354471 8088776 5521205 8283064 6877014 244444 130712 59386124 37955991 17267194 21430133 56301094 60345311 28512 28512 91142374 99687358 9097147 10693859 9097147 10693859 X 79893835 88993499 2151392 0 82045227 88993499 91142374 99687358 7295956 -348477 793 0 X X 0 1 X 1 0 X 5757739 5626991 5187155 9176585 6361309 32109779 5757739 5626991 5187155 9176585 6361309 32109779 32109779 1809344 2281010 2387194 3063973 3559088 13100609 45210388 196209075 0.71020 0.72210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE C, PART 1-A, LINE 1 THE ORGANIZATION UTILIZES ADVOCACY GROUPS TO ADVANCE POLICY INITIATIVES AT THE STATE AND FEDERAL LEVEL THAT ARE BENEFITICAL TO THE ORGANIZATION'S PROGRAMS. X 1 166.00 0 0 0 1 0 0.00 0 2166347 2166347 19931895 11414809 8517086 6886685 3892914 2993771 30401197 22648268 7752929 21430133 X 54526716 -348477 -348477 54875193 0 54875193 47579237 0 47579237 0 47579237 PART II, LINE 5: THE CENTER WORKS WITH THE BURLINGTON COUNTY OFFICE OF SOIL CONSERVATION, WHO INSPECTS THE PROPERTY ANNUALLY. ANY ISSUES IDENTIFIED AS A RESULT OF THE INSPECTION ARE SUBSEQUENTLY REPORTED AND THE CENTER TAKES THE NECESSARY STEPS TO ADDRESS THE ISSUE ACCORDINGLY. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE CENTER'S TAX POSITIONS AND CONCLUDED THAT THE CENTER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 CENTER FOR FAMILY SERVICES 584 BENSON STREET CAMDEN NJ 08103 223669704 501(C)(3) 52538 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. THE CENTER FOR VOCATIONAL REHAB 15 MERIDIAN ROAD EATONTOWN NJ 07724 210689134 501(C)(3) 148207 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. EASTER SEALS NEW JERSEY INC 241 FORSGATE DRIVE JAMESBURG NJ 08831 221508591 501(C)(3) 21617 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. GOODWILL INDUSTRIES SOUNTHERN NEW JERSEY AND PHILADELPHIA 2835 ROUTE 73 SOUTH MAPLE SHADE NJ 08052 210681239 501(C)(3) 96560 0 TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH DISABILITIES. 4 0 FORM 990, SCHEDULE I, PART I, LINE 2: THE CENTER PROVIDES GRANTS TO OTHER ORGANIZATIONS IN ACCORDANCE WITH THEIR CONTRACT WITH THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS. ORGANIZATION'S APPLYING FOR GRANTS MUST HAVE EXISTING PROGRAMS FOR VOCATIONAL SERVICES. THE ORGANIZATIONS APPLYING FOR ASSISTANCE PROVIDE REPORTS OF EXPENDITURES THAT ARE THEN REIMBURSED THROUGH THE SUBAWARDS MADE BY THE CENTER. X X 0 1 0 0 0 0 0 0 0 ISAAC MANNING EXECUTIVE DIRECTOR/CEO 323836 0 15212 0 0 0 23000 0 14075 0 376123 0 0 0 KAREN ELLIOTT ASSISTANT EXECUTIVE DIRECT 252489 0 14384 0 0 0 23000 0 24669 0 314542 0 0 0 MATTHEW JUGAN DIRECTOR OF OPERATIONS: GO 155907 0 7760 0 0 0 0 0 23793 0 187460 0 0 0 TIMOTHY WHELIHAN GENERAL MANAGER: RECYCLING 148094 0 0 0 0 0 0 0 14845 0 162939 0 0 0 JAMES MCGURL JR RECYCLINGS COLLECTION MANA 142953 0 0 0 0 0 0 0 14790 0 157743 0 0 0 DEAN COLOMBAN IT MANAGER 133545 0 6673 0 0 0 0 0 23654 0 163872 0 0 0 X 11 2744568 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 5 IN MARCH OF 2024, THE CENTER DISCOVERED THAT A FORMER EMPLOYEE HAD DIVERTED CASH AND OTHER ASSETS FROM THE CENTER. CASH FROM OUTSTANDING CUSTOMER RECEIVABLES WERE DEPOSITED INTO BANK ACCOUNTS THE INDIVIDUAL OPENED SURREPTITIOUSLY. THE INDIVIDUAL WAS THE SOLE SIGNER OF THE ACCOUNT. THE TOTAL AMOUNT OF ASSETS DIVERTED FROM THE CENTER WAS APPROXIMATELY $3.1 MILLION CONSISTING OF A VEHICLE PURCHASED BY THE CENTER AS WELL AS $2.8 MILLION IN CASH RECEIPTS WHICH WERE DEPOSITED INTO THE BANK ACCOUNTS. THE ACCOUNTS WERE CLOSED IN MARCH 2024 AND THE BALANCE REMAINING OF $808,931 WAS RECOVERED BY THE CENTER. THE CENTER ALSO RECEIVED REPAYMENT OF $490,000 DIRECTLY FROM THE FORMER EMPLOYEE. THE CENTER EXPECTS TO RECOVER THE REMAINING BALANCE OF DIVERTED FUNDS THROUGH RESTITUTION AND INSURANCE COVERAGES. THE STATE OF NEW JERSEY ATTORNEY GENERAL'S OFFICE IS OVERSEEING THE ONGOING INVESTIGATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED WITH A COPY OF THE DRAFT 990 FOR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND KEY EMPLOYEE TO COMPLETE AN ANNUAL CERTIFICATION OF ETHICAL CONDUCT, CONFLICT OF INTEREST AND COMPENSATION POLICIES. THE CERTIFICATION FORM REQUIRES THE BOARD MEMBERS AND KEY EMPLOYEES TO INDICATE IF THEY HAVE ANY CONFLICTS OR HAVE ANY INTEREST THAT MAY GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION SURVEY ANALYSIS IS PREPARED BY THE HUMAN RESOURCE DIRECTOR IN YEARS FOR WHICH SALARY ADJUSTMENTS ARE CONSIDERED, WHICH COMPARES COMPENSATION PAID BY THE ORGANIZATION TO THE COMPENSATION DATA OBTAINED FROM SURVEYS FOR OTHER ORGANIZATIONS. EACH DEPARTMENT HEAD WILL THEN SUBMIT RECOMMENDED PERCENTAGE INCREASES TO THE HUMAN RESOURCE DIRECTOR WHO WILL THEN PRESENT THOSE RECOMMENDATIONS AND SURVEYS TO THE EXECUTIVE DIRECTOR. THE PERSONNEL COMMITTEE WILL THEN REVIEW AND DISCUSS THE RECOMMENDATIONS ALONG WITH THE COMPENSATION SURVEY FOR SALARY ADJUSTMENTS AND THEN FORWARD TO THE BOARD FOR REVIEW AND APPROVAL. THE BOARD WILL THEN REVIEW ALL APPROPRIATE INFORMATION AND WILL PASS ON OR APPROVE SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAD NOT CHANGED FROM THE PRIOR YEAR.