2025-06-16T09:58:12-05:00 2024-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2024-01-01 141759246 LIBERTY FOUNDATION INC LIBE 5188425080 43 LIBERTY DRIVE AMSTERDAM NY 12010 JENNIFER SAUNDERS CEO 5189543223 2025-06-12 1 1 MARK PEREZ P02222157 7162506600 2025-06-11 2024 2025-03-06 01:10:19Z JENNIFER SAUNDERS 43 LIBERTY DRIVE AMSTERDAM NY 12010 4949457 0 X WWW.LIBERTYARC.ORG X 1992 NY RAISE & MNG FUNDS FOR SUPPORTING PRGMS TO IMPROVE THE LIVES OF PERSONS W/DEVELOPMENTAL DISABILITIES 7 7 0 9 0 0 92293 142607 0 0 750935 1212278 116439 156801 959667 1511686 95775 1793035 0 0 138280 121050 0 0 16086 101085 103708 335140 2017793 624527 -506107 41047662 46230760 39555 51288 41008107 46179472 PUBLICLY SOLICITS & RECEIVES FUNDS FOR CHARITABLE PURPOSES, PRIMARILY FOR THE BENEFIT OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. THE CONTRIBUTIONS RECEIVED HELP UNDERWRITE THE COST OF SERVICES THAT ARE NOT TRADITIONALLY SUPPORTED THROUGH PROGRAM REVENUE 0 0 1793035 1793035 PROVIDED GRANTS AND DONATED RESIDENCE TO NYSARC, INC. - MONTGOMERY COUNTY CHAPTER (HEREAFTER LIBERTY ARC), A RELATED 501(C)(3) ORGANIZATION, FOR THEIR COMMUNITY CONNECTIONS, SUPPORTED EMPLOYMENT, RESIDENTIAL PROGRAM, AND 'GROUND LEVEL GRANTS'. THESE PROGRAM FUNDED INITIATIVES ADDED TO THE QUALITY OF LIFE FOR THE PEOPLE SUPPORTED BY LIBERTY ARC, INCLUDING GIVING ADULTS WITH DEVELOPMENTAL DISABILITIES AN OPPORTUNITY TO EARN MONEY AND IMPROVE EMPLOYMENT SKILLS; PROVIDING TRANSPORTATION TO AND FROM WORK SITES; AND PROVIDING PERSONAL PROTECTIVE EQUIPMENT FUNDING FOR OUR RESIDENTIAL AND DAY PROGRAMS. 1793035 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X JENNIFER SAUNDERS 5189543367 43 LIBERTY DRIVE AMSTERDAM NY 12010 DONNA CANESTRARO PRESIDENT 1.00 X 0 0 0 BRETT HARRIS TREASURER 1.00 X 0 0 0 SARAH E ADAMOWSKI DIRECTOR 1.00 X 0 0 0 PAUL DICAPRIO VICE PRESIDENT 1.00 1.00 X 0 0 0 MICHAEL LOBB DIRECTOR 1.00 X 0 0 0 WANDA BURLING DIRECTOR EMERITI 1.00 X 0 0 0 ANNE BOLES DIRECTOR 1.00 X 0 0 0 TAMMY KRISHER DIRECTOR 1.00 X 0 0 0 JENNIFER SAUNDERS CEO 1.00 37.50 X 0 250069 56948 BRIAN CREGIN CFO 1.00 37.50 X 0 55293 0 CANDY OPALKA COO 1.00 37.50 X 0 199704 37528 BEATRICE MARRINER CFO 1.00 37.50 X 0 9808 0 0 514874 94476 0 0 1 0 BAKER CONTRACTING 1742 W GLENVILLE RD AMSTERDAMN NY 120108433 CONSTRUCTION 1352916 1 142607 142607 855685 855685 2913 0 2913 2913 2913 3752041 3395448 356593 356593 356593 196211 42323 153888 153888 1511686 0 0 1369079 1793035 1793035 93168 92462 706 27882 27661 221 18815 18815 9508 9508 35371 35371 1650 1650 30810 15651 15159 4641 4641 2913 2913 2017793 1793035 208672 16086 38016 308943 264969 129533 6650 5000 492426 157361 679059 335065 10247422 13067443 29811546 32384776 41047662 46230760 14365 11599 25190 39689 39555 51288 X 41008107 46179472 41008107 46179472 41047662 46230760 -506107 5677472 0 X X 0 1 X 1 0 X 107998 84002 99645 92293 142607 526545 107998 84002 99645 92293 142607 526545 526545 678215 774870 859999 746905 855685 3915674 4442219 0.11850 0.12040 X THE FOUNDATION DOES NOT RECEIVE A HIGH PERCENTAGE OF SUPPORT FROM GOVERNMENTAL UNITS OR THE PUBLIC. THEY DID SATISFY THE 10% TEST AS CALCULATED ON SCHEDULE A. IN ADDITION, THE FOLLOWING FACTS AND CIRCUMSTANCES WERE MET:1. THE GOVERNING BODY REPRESENTS THE BROAD INTEREST OF THE PUBLIC.2. FACILITIES OR SERVICES ARE PROVIDED DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS.3. MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWLEDGE OR EXPERTISE, PUBLIC OFFICIALS, OR CIVIC COMMUNITY MEMBERS PARTICIPATE IN OR SPONSOR PROGRAMS OF THE ORGANIZATION.4. A DEFINITIVE PROGRAM IS MAINTAINED FOR ACCOMPLISHING CHARITABLE WORK IN THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 335065 335065 157361 157361 0 335065 VANGUARD TOTAL STOCK MKT IDX INST 32384776 F 32384776 DUE TO AFFILIATE 39689 39689 X 7153787 5677472 5677472 1476315 35371 35371 1511686 1982422 0 1982422 35371 35371 2017793 PART X, LINE 2: A SIGNIFICANT AMOUNT OF TRANSACTIONAL ACTIVITY RELATING TO DISBURSEMENTS, RECEIPTS, AND PAYROLL IS PROCESSED ON THE BOOKS OF THE CHAPTER AND TRANSFERRED TO THE APPROPRIATE RELATED PARTY USING THE DUE TO/DUE FROM ACCOUNTS THROUGHOUT THE COURSE OF THE YEAR. DENIM AND DIAMONDS 53608 53608 15261 GOLF TOURNAMENT 86103 86103 25679 1 56500 56500 1383 196211 196211 42323 42323 153888 1 NYSARC INC - MONTGOMERY COUNTY CHAPTER 43 LIBERTY DRIVE AMSTERDAM NY 12010 141506257 501(C)(3) 43872 1749163 BOOK DONATION OF A RESIDENCE AT 77 SECOND AVENUE, AMSTERDAM, NY DONATION OF FUNDS AS WELL AS A RESIDENCE TO SUPPORT PROGRAMS INCLUDING SUPPORTED EMPLOYMENT AND COMMUNITY CONNECTIONS. PART I, LINE 2: THE BOARD OF DIRECTOR MINUTES WERE THE RECORDS MAINTAINED FOR THE GRANT. THE BOARD REVIEWED AN OVERVIEW OF THE PROGRAM'S ACCOMPLISHMENTS AT THE END OF THE YEAR. 0 1 0 0 0 0 0 0 0 JENNIFER SAUNDERS CEO 0 250069 0 0 0 0 0 0 0 56948 0 307017 0 0 CANDY OPALKA COO 0 198704 0 1000 0 0 0 0 0 37528 0 237232 0 0 PART I, LINE 3 NYSARC, INC. - MONTGOMERY COUNTY CHAPTER, AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE REPORTING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. NYSARC,INC. - MONTGOMERY COUNTY CHAPTER HAS ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING INDEPENDENT COMPENSATION CONSULTANTS, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B JENNIFER SAUNDERS - $15,000 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE CPA FIRM THAT CONDUCTED AN AUDIT OF THE REPORTING ORGANIZATION'S FINANCIAL STATEMENTS. A DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT AND DISTRIBUTED TO THE BOARD OF DIRECTORS FOR AN OPPORTUNITY TO REVIEW AND PROVIDE FEEDBACK PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST DISCLOSURES ARE UPDATED ANNUALLY AND ARE SUMMARIZED AND SHARED WITH ALL BOARD MEMEBERS SO ALL ARE AWARE OF EACH OTHERS POTENTIAL CONFLICTS. ON OCCASION OF NEW BOARD MEMBERS ADDED, THE ORGANIZATION DOES AN UPDATED COMMUNICATION ABOUT THEIR DISCLOSURE. THE ORGANIZATION ALSO ENFORCES THIS POLICY THROUGH THEIR INITIAL CORPORATE COMPLIANCE TRAINING WITH ALL BOARD MEMBERS, WHERE THE POLICY IS REVIEWED, MOSTLY ON A ONE ON ONE BASIS/TRAINER TO BOARD MEMBER, AND THE DISCLOSURE COMPLETED AT THAT TRAINING. THE BOARD MEMBERS RECEIVE A COMPLIANCE PACKET OF KEY INFORMATION, AND HAVE THEIR OWN COPY OF THAT POLICY IN THE PACKET TO KEEP FOR THEIR RECORDS. RECUSING OF THE MEMBER WITH A CONFLICT IS ALSO INCLUDED IN THAT TRAINING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THEY ARE PAID BY A RELATED ORGANIZATION. 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. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. NYSARC INC - MONTGOMERY COUNTY CHAPTER 43 LIBERTY DRIVE AMSTERDAM NY 12010 141506257 SERVICE PROVIDER NY 501(C)(3) LINE 10 0 NEW DIMENSIONS IN LIVING INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 141567022 SERVICE PROVIDER NY 501(C)(3) LINE 12A, I NYSARC INC - MONTGOMERY COUNTY CHAPTER 0 CHOICES FOR COMMUNITY LIVING INC 43 LIBERTY DRIVE AMSTERDAM NY 12010 743065575 SERVICE PROVIDER NY 501(C)(3) LINE 10 NYSARC INC - MONTGOMERY COUNTY CHAPTER 0 0 1 0 1 1 0 0 0 0 1 0 1 1 1 1 0 0 0 0