2025-10-30T15:35:20-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 135642032 THE ARC OF THE UNITED STATES ARCO 2025343700 2000 PENNSYLVANIA AVENUE NW 500 WASHINGTON DC 20006 RUBEN RODRIGUEZ CHIEF OPERATING OFFICER 2025343700 2025-10-30 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z KATHERINE NEAS 2000 PENNSYLVANIA AVENUE NW 500 WASHINGTON DC 20006 11581482 0 X WWW.THEARC.ORG X 2000 MD PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) AND ACTIVELY SUPPORTS THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY THROUGHOUT THEIR LIFETIMES. 21 21 52 47 0 0 8880985 7004664 4115344 3991779 262461 478675 201315 106364 13460105 11581482 948843 869474 0 0 6981057 6955163 124655 41950 1137887 4313438 3997405 12367993 11863992 1092112 -282510 20825123 21257358 5519104 5698277 15306019 15559081 X THE ARC OF THE UNITED STATES (THE ARC) PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND ACTIVELY SUPPORTS THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY THROUGHOUT THEIR LIFETIMES. 0 0 3328784 21000 288438 PUBLIC POLICY: THE ARC OF THE UNITED STATES (THE ARC) ADVOCATED TO PROMOTE AND PROTECT THE CIVIL RIGHTS AND HUMAN RIGHTS OF PEOPLE WITH IDD AND FOR FUNDING AND SUPPORT FOR THE PROGRAMS, SERVICES AND SUPPORTS THAT ENABLE THEM TO BE FULLY INCLUDED IN ALL ASPECTS OF COMMUNITY LIFE. THE ARC MONITORED DEVELOPMENTS IN FEDERAL PUBLIC POLICY, INCLUDING LEGISLATION, REGULATIONS, ADMINISTRATIVE ACTIONS, LITIGATION AND JUDICIAL DECISIONS, OF IMPORTANCE TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. THE ARC REGULARLY INFORMED CHAPTER LEADERS, GOVERNMENT OFFICIALS, THE MEDIA, LEADERS OF OTHER NONPROFITS AND OTHER INTERESTED PARTIES OF DEVELOPMENTS IN THE FIELD THROUGH AN EMAIL NEWSLETTER, PERIODIC SPECIAL REPORTS AND ALERTS AND CONTENT POSTED TO THE ARC'S WEBSITE AND SOCIAL MEDIA. EDUCATIONAL AND ADVOCACY ACTIVITIES CUT ACROSS A BROAD RANGE OF TOPICS, SUCH AS HEALTH CARE, LONG TERM SUPPORTS AND SERVICES, EDUCATION, EMPLOYMENT, CIVIL RIGHTS, SOCIAL SECURITY AND MORE. THE ARC ALSO REGULARLY EDUCATED AND INFORMED ELECTED AND APPOINTED GOVERNMENT OFFICIALS ABOUT THE NEEDS, INTERESTS AND CONCERNS OF PEOPLE WITH IDD AND THEIR FAMILIES AND ABOUT THE LIKELY IMPACT OF POLICY PROPOSALS. INPUT WAS PROVIDED TO CONGRESS, THE ADMINISTRATION, GOVERNMENT AGENCIES AND OFFICIALS THROUGH WRITTEN CORRESPONDENCE, ORAL AND WRITTEN TESTIMONY AND FACE-TO-FACE AND VIRTUAL MEETINGS. THE ARC ALSO PARTICIPATED IN, AND PROVIDED LEADERSHIP FOR, A NUMBER OF FORMAL AND INFORMAL COALITIONS AND COLLABORATIONS INVOLVED IN RELATED EFFORTS. 3030072 848474 18808 PROGRAM INNOVATION: THE ARC OF THE UNITED STATES (THE ARC) IS CONSTANTLY STRIVING TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH IDD AND THEIR FAMILIES, INCLUDING BY PROMOTING THE DEVELOPMENT OF BEST PRACTICES IN PROGRAMS, SERVICES AND SUPPORTS FOR PEOPLE WITH IDD. THE ARC'S SPECIAL PROJECTS ADVANCE THE FIELD OF PROGRAMS, SERVICES AND SUPPORTS FOR PEOPLE WITH IDD AND THEIR FAMILIES AS FOLLOWS: THE ARC'S HEALTH PROGRAMS HAVE STARTED A THREE-YEAR PROJECT TO PROMOTE AND PROVIDE EDUCATION AND TRAININGS ON PEOPLE WITH IDD AND MENTAL HEALTH NEEDS. THE NATIONAL CENTER ON CRIMINAL JUSTICE AND DISABILITY WORKED TO EDUCATE LAW ENFORCEMENT, COURT AND CORRECTIONS PERSONNEL TO ACCOMMODATE THE NEEDS OF PEOPLE WITH IDD IN THE CRIMINAL JUSTICE SYSTEM. THE WINGS FOR AUTISM/WINGS FOR ALL PROJECT, WHICH PROVIDES AN AIRPORT TRAVEL SIMULATION FOR CHILDREN WITH AN AUTISM SPECTRUM DISORDER OR OTHER DISABILITIES AND THEIR FAMILIES, IS BEGINNING TO GAIN MOMENTUM SINCE COVID-19. THE CENTER FOR FUTURE PLANNING PROVIDES AN ONLINE RESOURCE CENTER TO ASSIST ADULTS WITH IDD AND THEIR FAMILIES TO PLAN FOR THEIR FUTURE NEEDS, AND TO PROVIDE RESOURCES FOR CHAPTERS OF THE ARC TO SUPPORT THEM. THE ARC IS WORKING WITH SEVENTEEN STATE TEAMS TO FURTHER RESOURCE USE WITHIN THEIR STATE. THE ARC'S TECH PROGRAMS PROVIDE ONLINE RESOURCES TO ASSIST PEOPLE WITH IDD AND THEIR FAMILIES TO ACCESS THE LATEST TECHNOLOGY TO SUPPORT THEIR LIVING IN THE COMMUNITY. THE INCLUSIVE VOLUNTEERISM PROJECT ENGAGED PEOPLE WITH IDD IN VOLUNTEERISM AND COMMUNITY SERVICE AT SITES ACROSS THE NATION. THE ARC@SCHOOL PROGRAM PROVIDES RESOURCES AND INFORMATION TO FAMILIES TO SUPPORT STUDENTS WITH IDD TO OBTAIN THE SERVICES THEY NEED TO BE SUCCESSFUL IN SCHOOL. VARIOUS OF THESE PROGRAM ACTIVITIES CONTINUED TO BE PRODUCED IN ONLINE FORMATS DUE TO THE COVID-19 PANDEMIC. 2428091 3633895 CHAPTER LEADERSHIP, VOLUNTEER & PROFESSIONAL DEVELOPMENT: THE ARC OF THE UNITED STATES (THE ARC) SUPPORTED A NETWORK OF NEARLY 600 AFFILIATED STATE AND LOCAL CHAPTERS THAT ADVOCATED ON BEHALF OF, AND PROVIDED SERVICES AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. THE ARC PROMOTED BEST PRACTICES IN ACCESS, EQUITY, AND INCLUSION THROUGH A SERIES OF CHAPTER WEBINARS AND PROMOTED BEST PRACTICES IN PROGRAMS, SERVICES AND SUPPORTS FOR PEOPLE WITH IDD. THE ARC KEPT CHAPTERS INFORMED OF CRITICAL INFORMATION AND DEVELOPMENTS IN THE FIELD, INCLUDING IN SUBJECT AREAS SUCH AS EARLY INTERVENTION, INTEGRATED EDUCATION, TRANSITION, SUPPORTED EMPLOYMENT, SUPPORTED AND INDEPENDENT LIVING, HEALTH CARE, DECISION-MAKING SUPPORTS, FINANCIAL PLANNING AND RECREATION AND COMMUNITY SERVICE. SUPPORT WAS PROVIDED TO BOARD MEMBERS, EXECUTIVE DIRECTORS AND OTHER VOLUNTEERS AND STAFF OF THE AFFILIATED CHAPTERS THROUGH A BI-WEEKLY EMAIL NEWSLETTER (FUSION), A STATE CHAPTER RETREAT, PERIODIC VIDEO CONFERENCES FOR CHAPTER LEADERS, PERIODIC WEBINARS, AN ANNUAL LEADERSHIP INSTITUTE, A NATIONAL CONVENTION, WRITTEN EDUCATIONAL MATERIALS, EMAIL DISCUSSION GROUPS, EXTENSIVE CONTENT AVAILABLE ONLINE, AND ONE-TO-ONE TECHNICAL ASSISTANCE VIA TELEPHONE AND EMAIL. PROGRAMMING WAS CONDUCTED USING VIRTUAL MEETING TECHNOLOGY SOME PROGRAMMING WAS CONDUCTED USING VIRTUAL MEETING TECHNOLOGY TO MAKE IT ACCESSIBLE TO AS MANY PEOPLE AS POSSIBLE.THE ARC PROVIDED TECHNICAL ASSISTANCE AND SUPPORT TO INDIVIDUALS WITH DISABILITIES, THEIR FAMILY MEMBERS AND FRIENDS TO ORGANIZE NEW CHAPTERS OF THE ARC, AND TO STRENGTHEN AND STABILIZE EXISTING CHAPTERS, SO THAT THEY MAY EFFECTIVELY ADVOCATE ON BEHALF OF AND SERVE THEIR CONSTITUENTS AT THE STATE AND LOCAL LEVEL. THE ARC ALSO PROMOTED INFORMATION SHARING AND EXCHANGE OF IDEAS AMONG AND BETWEEN ALL OF OUR CHAPTERS. THE ARC EMBARKED ON A NEW CHAPTER DATA INTEGRATION PROJECT THAT WILL CREATE AN INTERACTIVE DATA EXCHANGE SYSTEM ACROSS THE ENTIRE CHAPTER NETWORK. THE GOALS OF THIS PROJECT ARE TO INCREASE THE ACCURACY OF OUR DATA COLLECTION AND DEMONSTRATE THE COLLECTIVE IMPACT OF OUR CHAPTERS, IMPROVE THE EFFICIENCY OF CHAPTER INVOICING AND PAYMENTS, CREATE A PLATFORM FOR CHAPTER ENGAGEMENT WITH EACH OTHER, AND CREATE A CENTRALIZED SYSTEM FOR RESOURCE SHARING. 1698355 50638 PUBLIC EDUCATION: THE ARC OF THE UNITED STATES (THE ARC) EDUCATED PEOPLE WITH DISABILITIES, THEIR PARENTS AND OTHER FAMILY MEMBERS, THE MEDIA AND MEMBERS OF THE PUBLIC ABOUT THE NEEDS, INTERESTS, ISSUES AND CONCERNS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. THE ARC'S PUBLIC EDUCATION EFFORTS COVERED A BROAD RANGE OF SUBJECT AREAS, SUCH AS PUBLIC POLICY, HOUSING, EMPLOYMENT, EDUCATION, HEALTHCARE, CRIMINAL JUSTICE, AND VOLUNTEERISM AND COMMUNITY SERVICE.THE ARC'S ENEWSLETTER, EMPOWER, WAS DISTRIBUTED THROUGHOUT THE YEAR TO MEMBERS OF THE ASSOCIATION AS WELL TO OTHER INTERESTED INDIVIDUALS. THE ARC'S WEBSITES PROVIDE MEMBERS OF THE PUBLIC ACCESS TO A BROAD RANGE OF INFORMATION AND A VARIETY OF FREE PUBLICATIONS PROVIDING PRACTICAL ADVICE ABOUT THE INCLUSION OF PEOPLE WITH IDD IN ALL ASPECTS OF COMMUNITY LIFE. SOCIAL MEDIA SITES HELP SPREAD THE INFORMATION TO A BROADER AUDIENCE. THE ARC ALSO MONITORS LOCAL AND NATIONAL MEDIA COVERAGE ABOUT PEOPLE WITH IDD, AND DEVELOPMENTS REPORTED BY STATE AND LOCAL CHAPTERS, AND INFORMS WEBSITE USERS ABOUT CURRENT EVENTS AFFECTING PEOPLE WITH IDD AND THEIR FAMILY. OUR PUBLIC SERVICE ANNOUNCEMENTS INTRODUCE VIEWERS TO THE ARC AND WHAT'S POSSIBLE IN THE LIVES OF PEOPLE WITH DISABILITIES.THE ARC RESPONDED TO HUNDREDS OF WRITTEN, PHONE, AND E-MAIL INQUIRIES FROM INDIVIDUALS AND ORGANIZATIONS, PROVIDING INFORMATION AND RESOURCES ON A VARIETY OF TOPICS RELATED TO IDD. INFORMATION WAS NEEDED BY MANY FAMILIES ON: AGING AND DISABILITIES, AUTISM SPECTRUM DISORDERS, FUTURE PLANNING, HOUSING AND RESIDENTIAL FACILITIES, RARE DISORDERS, EDUCATION ISSUES, FETAL ALCOHOL SPECTRUM DISORDERS, ABLE ACCOUNTS, POOLED SPECIAL NEEDS TRUSTS, DECISION-MAKING SUPPORTS, AND LEGAL AND CRIMINAL JUSTICE ISSUES. 1698355 50638 10485302 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 24 0 1 52 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X X RUBEN RODRIGUEZ 2025343700 2000 PENNSYLVANIA AVENUE NW 500 WASHINGTON DC 20006 LAURA KENNEDY PRESIDENT 10.00 X X 0 0 0 MEREDITH SADOULET VICE PRESIDENT 2.00 X X 0 0 0 MITCH ROUTON SECRETARY 2.00 X X 0 0 0 BURT HUDSON TREASURER 2.00 X X 0 0 0 KENNETH OAKES IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 FRANK ADU BOARD DIRECTOR 2.00 X 0 0 0 MEGHAN BURKE BOARD DIRECTOR 2.00 X 0 0 0 KIM DODSON BOARD DIRECTOR 2.00 X 0 0 0 JASMINE HARRIS BOARD DIRECTOR 2.00 X 0 0 0 PABLO JUAREZ BOARD DIRECTOR 2.00 X 0 0 0 STACY KRAY BOARD DIRECTOR 2.00 1.00 X 0 0 0 RUSSELL LEHMANN BOARD DIRECTOR 2.00 X 0 0 0 JAMELIA MORGAN BOARD DIRECTOR 2.00 X 0 0 0 YVETTE PEGUES BOARD DIRECTOR 2.00 X 0 0 0 DICK RHOAD BOARD DIRECTOR 2.00 X 0 0 0 CHRIS J RODRIGUEZ BOARD DIRECTOR 2.00 X 0 0 0 CHLOE ROTHSCHILD BOARD DIRECTOR 2.00 X 0 0 0 SUMEET SEAM BOARD DIRECTOR 2.00 X 0 0 0 KRISTEN SOLER BOARD DIRECTOR 2.00 X 0 0 0 CHRIS STEWART BOARD DIRECTOR 2.00 X 0 0 0 FAYE TATE BOARD DIRECTOR 2.00 X 0 0 0 KATHERINE NEAS CHIEF EXECUTIVE OFFICER 60.00 2.00 X 419575 0 64840 RUBEN RODRIGUEZ CHIEF OPERATING OFFICER 60.00 4.00 X 343110 0 42798 JULIE WARD SENIOR EXECUTIVE OFFICER, PUBLIC POLICY 40.00 X 219476 0 32826 KRISTEN MCKIERNAN SENIOR EXECUTIVE OFFICER, MARKETING & COMMUNICATIO 40.00 1.00 X 174609 0 34617 KARIM MERCHANT SENIOR EXECUTIVE OFFICER, DEVELOPMENT 40.00 1.00 X 173978 0 31646 SHIRA WAKSCHLAG SENIOR DIRECTOR, LEGAL ADVOCACY & GENERAL COUNSEL 40.00 X 164606 0 33240 CARRIE HOBBS GUIDEN SENIOR EXECUTIVE OFFICER, CHAPTERS & COMMUNITY 40.00 X 177596 0 17425 SEQUAYA TASKER SENIOR EXECUTIVE OFFICER, PROGRAMS 40.00 X 176239 0 16794 1849189 0 274186 17 0 1 0 O'DESIGN PRODUCTIONS & CONSULTING 46315 AMANDA RANCH CIRCLE PARKER CO 80138 MEETING AUDIO VISUAL & PRODUCTION 109322 HR STRONG 1140 3RD ST NE WASHINGTON DC 20002 HUMAN RESOURCES CONSULTING 105000 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVENUE SUITE 800 BETHESDA MD 20814 AUDIT & TAX PREPARATION SERVICES 101270 3 223 155000 776404 6073037 52174 7004664 AFFILIATE DUES 900099 2870586 2870586 REGISTRATION FEES 900099 690293 690293 AFFILATE MGMT. FEES 900099 297113 297113 PROGRAM SERVICE FEES 900099 133787 133787 3991779 478675 478675 93584 93584 OTHER INCOME 900099 12780 12780 12780 11581482 3991779 0 585039 869474 869474 1122624 1011023 5675 105926 4527047 3918906 30374 577767 382307 329736 3759 48812 507822 439764 4857 63201 415363 361008 3954 50401 63648 61928 20 1700 41950 41950 39878 39878 1089457 1089101 356 91329 91329 170253 111211 11456 47586 442531 357163 37716 47652 115978 112537 2214 1227 772019 749114 14735 8170 8899 7630 282 987 35145 30869 1193 3083 EQUIP. REPAIRS/MAINT. 630229 554952 21819 53458 SUBSCRIPTIONS AND DUES 229099 169643 3641 55815 PUBLICATION PRODUCTION 157980 131742 3825 22413 BAD DEBT EXPENSE 50639 50639 100321 88172 4410 7739 11863992 10485302 240803 1137887 3325061 3731762 986706 417925 616184 197350 2903554 2803481 186685 106871 2389254 2380704 13019 8550 3226154 3688012 4196020 5162158 5371740 5141249 20825123 21257358 1556939 1844084 12000 2000 3950165 3852193 5519104 5698277 X 2806985 2006807 12499034 13552274 15306019 15559081 20825123 21257358 -282510 535572 0 X 0 1 X 1 0 X 6309679 7372863 6245963 8880985 7004664 35814154 6309679 7372863 6245963 8880985 7004664 35814154 7478396 28335758 256638 287232 305038 448791 572259 1869958 6559 4040 18355 14985 12780 56719 37740831 19404742 0.75080 0.75830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 160000 160000 27601859 27761859 1000000 250000 0 0 671319 752277 766908 1000000 3190504 4785756 190000 230000 130000 160000 710000 167830 188069 191727 250000 797626 1196439 2073871 118897 2192768 1957464 116407 2073871 2311317 -353854 1957464 2188399 145870 22952 2311317 2053015 151860 16476 2188399 0.00000 1.00000 0.00000 0 0 696510 696510 0 806523 797973 8550 886221 886221 0 8550 TAXABLE BONDS 5162158 F 5162158 BENEFICIAL INTEREST IN PERPETUAL TRUST 1468379 DEPOSITS 36640 DUE FROM RELATED PARTIES 498964 DEFERRED COMPENSATION PLAN ASSETS 126921 RIGHT OF USE ASSET 3010345 5141249 DEFERRED COMPENSATION 126921 LEASE LIABILITY 3630659 DUE TO RELATED PARTY 94613 3852193 28054799 535572 15977623 16513195 11541604 39878 39878 11581482 27801737 15977623 15977623 11824114 39878 39878 11863992 PART V, LINE 4: TO PROVIDE PRESERVATION OF CAPITAL AND SUPPORT THE PROGRAMS AND OPERATIONS OF THE ARC. X X 1 M R STRATEGIC SERVICES 1101 17TH ST NW SUITE 301 WASHINGTON DC 20036 MARKETING AND FUNDRAISING STRATEGY 0 0 41950 -41950 41950 -41950 AL AK AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI 1 THE ARC HARRIS COUNTY 9401 SOUTHWEST FREEWAY 12TH FLOOR HOUSTON TX 77074 760129106 501(C)(3) 60543 0 TECH PROGRAM / SPECIAL EDUCATION THE ARC OF GREATER PRINCE WILLIAM 13505 HILLENDALE DRIVE WOODBRIDGE VA 22193 540743298 501(C)(3) 50000 0 ADAPTIVE LEARNING / SPECIAL EDUCATION THE ARC OF SOUTHERN MARYLAND 355 W DARES BEACH RD PRINCE FREDERICK MD 20678 521062351 501(C)(3) 32000 0 TECH PROGRAM / ADAPTIVE LEARNING THE ARC OF SOUTH FLORIDA 5280 NW 79 COURT SUITE 251 MIAMI LAKES FL 33016 590839562 501(C)(3) 32000 0 TECH PROGRAM / SPECIAL EDUCATION RIDGE AREA ARC 4352 INDEPENDENCE ST AVON PARK FL 33825 590829984 501(C)(3) 30000 0 MLK DAY OF SERVICE / ADAPTIVE LEARNING THE ARC OF OKLAHOMA 2516 E 71ST ST STE A TULSA OK 74136 730749376 501(C)(3) 30000 0 MLK DAY OF SERVICE / ADAPTIVE LEARNING THE ARC MICHIGAN 1325 SOUTH WASHINGTON AVENUE LANSING MI 48910 381536920 501(C)(3) 27000 0 CHAPTER FEDERAL POLICY / SPECIAL EDUCATION SERTOMA (NEWSTAR) SERVICES 1005 WEST END AVENUE CHICAGO HEIGHTS IL 60411 237294685 501(C)(3) 22000 0 TECH PROGRAM THE ARC LANE COUNTY 4181 E STREET SPRINGFIELD OR 97478 930423965 501(C)(3) 22000 0 TECH PROGRAM THE ARC OF UNION COUNTY 70 DIAMOND RD SPRINGFIELD NJ 07081 221686764 501(C)(3) 22000 0 TECH PROGRAM NOBLE ARC 7701 E 21ST STREET INDIANAPOLIS IN 46219 350924720 501(C)(3) 22000 0 TECH PROGRAM THE ARC OF DAVIDSON COUNTY AND GREATER NASHVILLE 240 GREAT CIRCLE ROAD SUITE 338 NASHVILLE TN 37228 620588710 501(C)(3) 22000 0 TECH PROGRAM THE ARC OF MONTGOMERY COUNTY 7362 CALHOUN PLACE ROCKVILLE MD 20855 520639953 501(C)(3) 22000 0 TECH PROGRAM THE ARC OF SAN FRANCISCO 1500 HOWARD STREET SAN FRANCISCO CA 94103 941415287 501(C)(3) 20332 0 INCLUSIVE VOLUNTEERING / HEALTH PROGRAMS ADVOCACY DENVER 950 S CHERRY STREET DENVER CO 80246 840614525 501(C)(3) 20000 0 SPECIAL EDUCATION THE ARC OF KING COUNTY 660 SW 39TH STREET SUITE 205 RENTON WA 98057 910594684 501(C)(3) 20000 0 SPECIAL EDUCATION THE ARC OF NEW JERSEY 985 LIVINGSTON AVENUE NORTH BRUNSWICK NJ 08902 221665355 501(C)(3) 20000 0 SPECIAL EDUCATION THE ARC OF NORTHERN VIRGINIA 3060 WILLIAMS DRIVE SUITE 300 FAIRFAX VA 22031 540675506 501(C)(3) 18063 0 TECH PROGRAM / NATIONAL CENTER ON CRIMINAL JUSTICE & DISABILITY AHRC - NEW YORK CITY 83 MAIDEN LANE 9TH FLOOR NEW YORK NY 10038 135596746 501(C)(3) 17500 0 MLK DAY OF SERVICE YOUTH IMPACT 3000 FORT BLVD EL PASO TX 79930 383939967 501(C)(3) 17500 0 MLK DAY OF SERVICE THE ARC OF ILLINOIS 9980 190TH ST SUITE C MOKENA IL 60448 362334626 501(C)(3) 17000 0 CHAPTER FEDERAL POLICY / ADAPTIVE LEARNING AHRC - NASSAU 189 WHEATLEY ROAD 3 BROOKVILLE NY 11545 111720254 501(C)(3) 15000 0 MLK DAY OF SERVICE / ADAPTIVE LEARNING THE ARC OF SOUTH CAROLINA 1202 12TH STREET CAYCE SC 29033 570422304 501(C)(3) 15000 0 MLK DAY OF SERVICE / ADAPTIVE LEARNING THE ARC OF HARRISONBURG AND ROCKINGHAM 620 SIMMS AVE HARRISONBURG VA 22802 540995095 501(C)(3) 15000 0 MLK DAY OF SERVICE THE ARC OF THE QUAD CITIES AREA 4016 NINTH STREET ROCK ISLAND IL 61201 362615996 501(C)(3) 15000 0 MLK DAY OF SERVICE THE ARC OF PENNSYLVANIA 1007 MUMMA RD SUITE 100 LEMOYNE PA 17043 231421914 501(C)(3) 13000 0 HEALTH PROGRAMS / CHAPTER FEDERAL POLICY THE ARC NATURE COAST 5283 NEFF LAKE ROAD BROOKSVILLE FL 34601 237305830 501(C)(3) 12500 0 MLK DAY OF SERVICE US HUNGER 830 S RONALD REAGAN BLVD UNIT 142 LONGWOOD FL 32750 273274349 501(C)(3) 12500 0 MLK DAY OF SERVICE THE ARC OF WELD COUNTY 5312 WEST 9TH STREET DRIVE SUITE 150 GREELEY CO 80634 841222223 501(C)(3) 11000 0 TECH PROGRAM THE ARC OF INDIANA 143 W MARKET STREET STE 200 INDIANAPOLIS IN 46204 351075886 501(C)(3) 10246 0 TECH PROGRAM / NATIONAL CENTER ON CRIMINAL JUSTICE & DISABILITY ARC GLOW 18 MAIN ST MOUNT MORRIS NY 14510 161022565 501(C)(3) 10000 0 ADAPTIVE LEARNING CCARC INC 950 SLATER ROAD NEW BRITAIN CT 06053 066011543 501(C)(3) 10000 0 ADAPTIVE LEARNING MOHAVE COUNTY ARC 2050 AIRWAY AVE KINGMAN AZ 86409 237086975 501(C)(3) 10000 0 ADAPTIVE LEARNING NORTHEAST ARC 1 SOUTHSIDE ROAD DANVERS MA 01923 042232416 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC NEVADA 7755 W OQUENDO RD LAS VEGAS NV 89113 812516974 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF MARYLAND 8601 ROBERT FULTON DRIVE STE 140 COLUMBIA MD 21046 520741602 501(C)(3) 10000 0 ADAPTIVE LEARNING VOLUNTEER NEW YORK 220 WHITE PLAINS ROAD TARRYTOWN NY 10591 136165593 501(C)(3) 10000 0 MLK DAY OF SERVICE GATEWAY REGIONAL ARTS CENTER 101 E MAIN ST MT STERLING KY 40353 611224757 501(C)(3) 10000 0 MLK DAY OF SERVICE THE ARC OF BRADFORD COUNTY INC 1351 S WATER STREET STARKE FL 32091 591696581 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF DFW AREA 1806 HALTOM RD HALTOM CITY TX 76117 237277821 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF EL PASO 750 SUNLAND PARK DR SUITE P08 EL PASO TX 79912 452546652 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF EVANSVILLE 615 WEST VIRGINIA STREET EVANSVILLE IN 47710 350992718 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF HIGH POINT 153 EAST BELLEVUE DRIVE HIGH POINT NC 27265 566065287 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF LOUISIANA 600 COLONIAL DRIVE BATON ROUGE LA 70806 720567387 501(C)(3) 10000 0 HEALTH PROGRAMS THE ARC OF MID OHIO VALLEY 1917 DUDLEY AVENUE PARKERBURG WV 26101 550451401 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF RACINE COUNTY INC 6216 WASHINGTON AVENUE SUITE C-5 MOUNT PLEASANT WI 53406 391232958 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF THE RIVER VALLEY 7821 TEXAS RD FORT SMITH AR 72908 710511269 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF THE CAPITAL AREA 1106 CLAYTON LANE 215E AUSTIN TX 78723 741294429 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF VIRGINIA 2147 STAPLES MILL ROAD RICHMOND VA 23230 540652554 501(C)(3) 10000 0 ADAPTIVE LEARNING THE ARC OF BENTON COUNTY 928 NORTHWEST BECA AVENUE CORVALLIS OR 97330 936014702 501(C)(3) 9375 0 NATIONAL CENTER ON CRIMINAL JUSTICE & DISABILITY THE ARC OF CALIFORNIA 455 CAPITOL MALL SUITE 325 SACRAMENTO CA 95814 946050472 501(C)(3) 7000 0 CHAPTER FEDERAL POLICY THE ARC MUSKEGON 601 TERRACE STREET SUITE 101 MUSKEGON MI 49440 381586705 501(C)(3) 6692 0 ADAPTIVE LEARNING / TECH PROGRAM 52 0 PART I, LINE 2: THE ARC HAS A STANDARD WRITTEN GRANT AGREEMENT. THE GRANT AGREEMENT INCORPORATES, BY REFERENCE, THE TERMS OF THE GRANT PROPOSAL AND GRANT BUDGET AND REQUIRES GRANTEES TO PROVIDE PROJECT NARRATIVE AND EXPENDITURE REPORTS ANNUALLY. X X X X 0 0 0 0 0 0 0 1 0 KATHERINE NEAS CHIEF EXECUTIVE OFFICER 419575 0 0 0 0 0 38813 0 26027 0 484415 0 0 0 RUBEN RODRIGUEZ CHIEF OPERATING OFFICER 303110 0 40000 0 0 0 31596 0 11202 0 385908 0 0 0 JULIE WARD SENIOR EXECUTIVE OFFICER, PUBLIC POL 214476 0 5000 0 0 0 19895 0 12931 0 252302 0 0 0 KRISTEN MCKIERNAN SENIOR EXECUTIVE OFFICER, MARKETING 169609 0 5000 0 0 0 15998 0 18619 0 209226 0 0 0 KARIM MERCHANT SENIOR EXECUTIVE OFFICER, DEVELOPMEN 168978 0 5000 0 0 0 15943 0 15703 0 205624 0 0 0 SHIRA WAKSCHLAG SENIOR DIRECTOR, LEGAL ADVOCACY & GE 159606 0 5000 0 0 0 15850 0 17390 0 197846 0 0 0 CARRIE HOBBS GUIDEN SENIOR EXECUTIVE OFFICER, CHAPTERS & 172596 0 5000 0 0 0 15998 0 1427 0 195021 0 0 0 SEQUAYA TASKER SENIOR EXECUTIVE OFFICER, PROGRAMS 171239 0 5000 0 0 0 16184 0 610 0 193033 0 0 0 PART I, LINE 7 THE CEO EARNED BONUSES UNDER THE TERMS OF A WRITTEN BONUS PLAN THAT INCLUDES QUANTITATIVE GOALS THAT ARE BASED, IN PART, ON ACHIEVING INCREASES IN CERTAIN TYPES OF REVENUE. THIS AMOUNT HAS BEEN REFLECTED IN PART II, COLUMN B(II). THE OTHER BONUS AMOUNTS LISTED AT PART II, COLUMN (B)(II) WERE BASED ON MERIT. SEE PART II FOR BONUSES X 312 52174 NET SALES RECEIPT 0 0 1 1 PART I, LINE 30B: THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ARC USES A 3RD PARTY FOR THE CAR DONATION PROGRAM. THIS COMPANY HANDLES ALL COMMUNICATIONS, MAINTAINS THE DATA AND FILES FORM 1098-C AS NEEDED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE NONPROFIT ORGANIZATIONS THAT MEET THE QUALIFICATIONS AND REQUIREMENTS AS SET FORTH IN THE BY-LAWS TO BE A STATE OR LOCAL CHAPTER OF THE ARC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE TO ELECT THE OFFICERS AND DIRECTORS OF THE CORPORATION AND ON ANY CHANGES TO THE BYLAWS, CORE VALUES AND POSITION STATEMENTS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS, ADOPTION AND AMENDMENT OF POSITION STATEMENTS, AND OTHER CORPORATE ACTIONS MUST BE APPROVED BY THE MEMBERS OF THE CORPORATION WHICH ARE THE STATE OR LOCAL CHAPTERS. FORM 990, PART VI, SECTION B, LINE 11B BASED ON INFORMATION PROVIDED BY MANAGEMENT, THE 990 WAS PREPARED BY THE CPA FIRM THAT IS ALSO RESPONSIBLE FOR THE AUDIT. THE DRAFT FORM 990 WAS REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. COPIES OF THE FINAL 990 WERE PROVIDED TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ARC REQUIRES BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE COMPLETED STATEMENTS ARE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT. STATEMENTS REVEALING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE FURTHER REVIEWED BY THE CHIEF EXECUTIVE OFFICER, EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS AS SPECIFIED IN THE ARC'S CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE CEO REVIEWS THE ARRANGEMENT AND DETERMINES IF THE RELATIONSHIP IS IN THE BEST INTEREST OF THE ARC. FORM 990, PART VI, SECTION B, LINE 15A PURSUANT TO THE TERMS OF THE EMPLOYMENT CONTRACT BETWEEN THE ORGANIZATION AND THE CHIEF EXECUTIVE OFFICER (CEO), COMPENSATION IS REVIEWED AND SET ANNUALLY IN THE COURSE OF THE ANNUAL EVALUATION OF THE CEO. THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE PERFORMANCE OF THE CEO, INCLUDING SETTING COMPENSATION FOR THE YEAR. THE EXECUTIVE COMMITTEE REVIEWS PUBLICLY AVAILABLE DATA REGARDING THE SALARIES BEING PAID TO EXECUTIVES IN COMPARABLE NONPROFIT ORGANIZATIONS. THE RESULTS OF THE EVALUATION, INCLUDING THE DECISION OF THE EXECUTIVE COMMITTEE REGARDING COMPENSATION, ARE REPORTED TO THE FULL BOARD OF DIRECTORS. THE LAST REVIEW TOOK PLACE IN DECEMBER 2023. FORM 990, PART VI, SECTION B, LINE 15B: THE CEO IS RESPONSIBLE FOR SETTING THE COMPENSATION OF OTHER KEY EMPLOYEES OF THE ORGANIZATION WITHIN THE PARAMETERS OF THE BUDGET APPROVED BY THE BOARD OF DIRECTORS. IN SETTING SALARIES, THE EXECUTIVE DIRECTOR REVIEWS INFORMATION ON SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS FROM SALARY SURVEYS AVAILABLE FROM THE MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS AND FORM 990 DATA AVAILABLE THROUGH GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ARC'S AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS) ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FOUNDATION OF THE ARC OF THE UNITED STATES 2000 PENNSYLVANIA AVENUE NW SUITE 5 WASHINGTON DC 20006 521559702 SUPPORT THE CHARITABLE PURPOSES OF THE ARC PA 501(C)(3) LINE 12A, I THE ARC OF THE US 1 THE ARC OF GEORGIA SERVICES CORPORATION 2000 PENNSYLVANIA AVENUE NW SUITE 5 WASHINGTON DC 20006 581958242 SUPPORT THE CHARITABLE PURPOSES OF THE ARC IN GA GA 501(C)(3) LINE 7 THE ARC OF THE US 1 THE ARC OF THE DISTRICT OF COLUMBIA INC 2000 PENNSYLVANIA AVENUE NW SUITE 5 WASHINGTON DC 20006 520960095 SUPPORT THE CHARITABLE PURPOSES OF THE ARC IN DC DC 501(C)(3) LINE 7 THE ARC OF THE US 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE ARC OF THE DISTRICT OF COLUMBIA INC L 68605 MANAGEMENT AGREEMENT THE ARC OF GEORGIA SERVICES CORPORATION L 2321 MANAGEMENT AGREEMENT THE FOUNDATION OF THE ARC OF THE UNITED STATES L 226187 ACTUAL COST THE FOUNDATION OF THE ARC OF THE UNITED STATES C 155000 BOARD APPROVED CONTRIBUTION THE ARC OF THE DISTRICT OF COLUMBIA INC D 464514 BOOK VALUE THE FOUNDATION OF THE ARC OF THE UNITED STATES E 94613 BOOK VALUE