2025-11-14T13:21:43-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-01-01 111821135 EPIC LONG ISLAND INC EPIC 5167397733 1500 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 LAWRENCE BOORD CFO 5167397733 2025-11-14 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-11-14 2024 2025-03-06 01:10:19Z LISA BURCH 1500 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 39046829 0 X WWW.EPICLI.ORG X 1961 NY TO ENRICH PEOPLES LIVES THROUGH A BROAD RANGE OF SERVICES, & AN UNWAVERING COMMITMENT TO EXCELLENCE. 14 14 1047 14 0 0 385396 1138449 34264113 37560590 17541 73208 60569 76593 34727619 38848840 0 0 0 0 24330756 24690341 0 0 278651 9478090 10940319 33808846 35630660 918773 3218180 17332989 21158080 11249743 11856654 6083246 9301426 X TO ENRICH PEOPLES LIVES THROUGH A BROAD RANGE OF SERVICES, & AN UNWAVERING COMMITMENT TO EXCELLENCE. 0 0 21008568 24972123 RESIDENTIAL PROGRAMS: OUR RESIDENTIAL PROGRAM PROVIDES SUPERVISED GROUP LIVING FOR ADULTS WITH DEVELOPMENTAL DISABILITIES, OFFERING 24-HOUR CARE IN A SAFE AND SUPPORTIVE ENVIRONMENT. EACH INDIVIDUAL WORKS COLLABORATIVELY WITH THEIR ADVOCATES TO DEVELOP A PERSONALIZED LIFE PLAN THAT REFLECTS THEIR UNIQUE GOALS, VALUES, AND PREFERENCES. SERVICES ARE DELIVERED USING A PERSON-CENTERED APPROACH, EMPHASIZING INDEPENDENCE, DIGNITY, AND MEANINGFUL INCLUSION IN THE COMMUNITY. (CONTINUED IN SCHEDULE O)AS PART OF THE NEW YORK STATE OPWDD INDIVIDUALIZED RESIDENTIAL ALTERNATIVES (IRA) FRAMEWORK, OUR PROGRAM INCLUDES RESIDENTIAL HABILITATION SERVICES DESIGNED TO FOSTER DAILY LIVING SKILLS AND AUTONOMY. WE ALSO OFFER RESPITE CARE, BEHAVIORAL SUPPORT - INCLUDING ABA-BASED INTERVENTIONS WHEN APPROPRIATE-AND ENSURE FULL COMPLIANCE WITH OPWDD STANDARDS TO MAINTAIN HIGH-QUALITY CARE. IN 2024, WE PROUDLY SERVED APPROXIMATELY 138 ADULTS. 5852026 7401819 CLINIC: OUR SPECIALTY CLINIC IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING A COMPREHENSIVE RANGE OF HABILITATIVE CLINICAL SERVICES IN THE LEAST RESTRICTIVE SETTING. WE OFFER PSYCHIATRIC AND SOCIAL WORK EVALUATIONS, AS WELL AS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY TO SUPPORT FUNCTIONAL DEVELOPMENT AND WELL-BEING. ADDITIONALLY, WE PROVIDE NEUROLOGICAL AND NUTRITIONAL CARE TAILORED TO INDIVIDUAL NEEDS. IN 2024, WE SERVED APPROXIMATELY 2,190 INDIVIDUALS, HELPING THEM AND THEIR FAMILIES NAVIGATE CHALLENGES RELATED TO EPILEPSY AND OTHER DEVELOPMENTAL DISABILITIES. OUR SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, IMPROVE DAILY FUNCTIONING, AND SUPPORT OVERALL HEALTH. (CONTINUED IN SCHEDULE O)TO FURTHER ASSIST OUR COMMUNITY, WE OFFER SUPPORT GROUPS FOR PARENTS, PROFESSIONALS, CHILDREN, TEENS, AND ADULTS-INCLUDING DEDICATED GROUPS FOR SPANISH-SPEAKING INDIVIDUALS AND YOUTH-FOSTERING CONNECTION, EDUCATION, AND EMPOWERMENT. 4754777 4830498 DAY PROGRAMS: EPIC OPERATES A PERSON-CENTERED DAY HABILITATION PROGRAM DESIGNED TO SUPPORT ADULTS AGED 21 AND OLDER WITH DEVELOPMENTAL DISABILITIES. THE PROGRAM FOCUSES ON FOSTERING INDEPENDENT LIVING SKILLS, ENHANCING SOCIAL INTERACTIONS, AND PROMOTING COMMUNITY INTEGRATION. THROUGH INDIVIDUALIZED SUPPORT AND ENGAGING ACTIVITIES, PARTICIPANTS ARE EMPOWERED TO BUILD MEANINGFUL RELATIONSHIPS AND DEVELOP ESSENTIAL LIFE SKILLS. IN 2024, EPIC PROVIDED DAY HABILITATION SERVICES TO APPROXIMATELY 169 INDIVIDUALS, HELPING THEM ACHIEVE GREATER INDEPENDENCE AND IMPROVE THEIR OVERALL QUALITY OF LIFE. 330592 356150 THE COMMUNITY SERVICES DEPARTMENT IS COMPOSED OF COMMUNITY HABILITATION. THIS PROGRAM PROVIDES SERVICES TO PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES AND PROVIDES ONE-TO-ONE TRAINING TO PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES TO DEVELOP OR ENHANCE THE SKILLS NEEDED TO LIVE MORE INDEPENDENTLY IN THEIR HOMES OR IN THE COMMUNITY. 330592 356150 31945963 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 1047 1 0 0 0 0 0 1 1 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X LAWRENCE BOORD 5167397733 1500 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 JEFFREY L NAGEL ESQ CHAIRMAN 1.00 3.00 X X 0 0 0 HENRY KLOSOWSKI SECRETARY 1.00 1.00 X X 0 0 0 JOEL ACKERMAN CPA DIRECTOR 1.00 1.00 X 0 0 0 JAMES BOHL CPA DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW DECKINGER DIRECTOR 1.00 0.00 X 0 0 0 DR CHRIS ELSAYAD DIRECTOR 1.00 0.00 X 0 0 0 JULIE HARNISHER DIRECTOR 1.00 1.00 X 0 0 0 ALLISON HEANEY DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KARSON DIRECTOR 1.00 3.00 X 0 0 0 DR JOSIANE LAJOIE DIRECTOR 1.00 2.00 X 0 0 0 RANDOLPH M LANG DIRECTOR 1.00 1.00 X 0 0 0 DONALD LUNEBERG DIRECTOR 1.00 2.00 X 0 0 0 LARRY SLATKY DIRECTOR 1.00 1.00 X 0 0 0 RAYMOND TAMAYO DIRECTOR 1.00 1.00 X 0 0 0 THOMAS HOPKINS PRESIDENT/CEO (UNTIL 05/24) 1.00 36.50 X 0 218356 23000 LISA BURCH PRESIDENT/CEO (AS OF 02/24) 1.00 36.50 X 0 228116 47581 LAWRENCE BOORD CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 219756 40997 LAURA LOVELOCK CHIEF HUMAN RESOURCE OFFICER 36.50 1.00 X 0 160296 0 IRENE RODGERS ASSOC EXEC DIR OF DEV & EPIL SVCES 36.50 1.00 X 0 141672 0 JENNIFER COLBERT ASSOC EXEC DIR OF CLINIC SVCES 1.00 36.50 X 0 143429 950 PAUL GIOTIS ASSOC EXEC DIR OF IDD SERVICES 1.00 36.50 X 0 178258 10268 KATHLEEN BROOKS NURSE PRACTITIONER 37.50 0.00 X 193212 0 14395 RUTHE NORBRUN NURSE PRACTITIONER 37.50 0.00 X 179078 0 27806 CHRISTINE BOGLE-AUSTEIN MOBILE CRISIS PROGRAM DIRECTOR 37.50 0.00 X 124918 0 13655 KATHRYN MANDELI REGISTERED NURSE 37.50 0.00 X 113326 0 0 610534 1289883 178652 8 0 1 0 GLOBAL COMMUNICATIONS 1979 MARCUS AVE LAKE SUCCESS NY 11042 MEDICAL SERVICES 1144980 SMG BILLING & COLLECTIONS 3601 HEMPSTEAD TURNPIKE LEVITTOWN NY 11756 BILLING & COLLECTIONS 390175 INTEGRATED THERAPEUTIC SOLUTIONS PO BOX 1264 CENTER MORICHES NY 11934 MEDICAL SERVICES 284861 SETHS AUTOMOBILE SERVICE 38 BENNINGTON AVE FREEPORT NY 11520 AUTO REPAIRS 110932 BK FIRE SUPPRESSION & SECURITY SYSTEM 826 SUFFOLK AVE BRENTWOOD NY 11717 FIRE ALARM & SECURITY 107530 8 292 111750 1026407 1138449 RESIDENTIAL PROGRAMS 623990 24972123 24972123 CLINIC PROGRAMS 624100 7401819 7401819 DAY PROGRAMS 624100 4830498 4830498 COMMUNITY SERVICES 624100 356150 356150 37560590 46208 46208 79536 20965 58571 58571 58571 27000 0 27000 27000 27000 181219 111750 177024 4195 4195 MISCELLANEOUS REVENUE 900099 9731 9731 INSURANCE RECOVERY 900099 4096 4096 13827 38848840 37560590 0 149801 20814754 20811287 3467 2078042 2077696 346 1797545 1797246 299 3631044 613762 2776560 240722 23973 23973 99245 99245 1455154 1455154 797250 652476 140831 3943 413601 413601 415135 415001 134 149912 37881 101198 10833 320701 233882 83692 3127 22541 872 15027 6642 660689 547600 109741 3348 1230373 1230373 REPAIRS AND MAINTENANCE 567470 520340 44878 2252 FOOD 477416 477126 230 60 PROGRAM SUPPLIES 276904 263392 5788 7724 HOUSEHOLD SUPPLIES 208482 208308 174 190429 189966 463 35630660 31945963 3406046 278651 600704 1988482 21210 19410 2380653 4845327 371761 452246 26358005 14248981 12153158 12109024 670813 1521533 1134690 222058 17332989 21158080 2582544 3249715 8103654 7523097 563545 1083842 11249743 11856654 X 5963815 9227381 119431 74045 6083246 9301426 17332989 21158080 3218180 0 X 0 1 X 1 0 X 376546 276917 3958407 385396 1138449 6135715 27666435 28379689 35342815 34264113 37560590 163213642 28042981 28656606 39301222 34649509 38699039 169349357 13780 11220 6909 19420 6700 58029 0 13780 11220 6909 19420 6700 58029 169291328 94713 91858 79676 96426 125744 488417 94713 91858 79676 96426 125744 488417 207671 180693 353273 214737 195046 1151420 28345365 28929157 39734171 34960672 39019829 170989194 0.99010 0.98960 0.00290 0.00310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 10,041. 2023 AMOUNT: $ 10,541. 2024 AMOUNT: $ 9,731. INSURANCE RECOVERY - 2020 AMOUNT: $ 136,735. 2021 AMOUNT: $ 10,766. 2022 AMOUNT: $ 27,057. 2023 AMOUNT: $ 4,289. 2024 AMOUNT: $ 4,096. INCOME FROM FUNDRAISING EVENTS - 2020 AMOUNT: $ 70,936. 2021 AMOUNT: $ 159,886. 2022 AMOUNT: $ 250,892. 2023 AMOUNT: $ 199,907. 2024 AMOUNT: $ 181,219. NYS VACCINE BONUS - 2022 AMOUNT: $ 75,324. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3298780 3298780 19399884 10742783 8657101 3659341 3506198 153143 12109024 DUE TO GOVERNMENT AGENCIES 39894 CAPITAL LEASES PAYABLE 212816 DUE TO RELATED PARTIES 831132 1083842 X 40751842 1882037 1882037 38869805 -20965 -20965 38848840 37346629 1715969 1715969 35630660 0 35630660 PART X, LINE 2: UNCERTAIN TAX POSITIONS - MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FASB ASC NO. 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF AFFILIATE 1,882,037. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -20,965. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE 1,695,004. RENTAL EXPENSES 20,965. GALA 158479 67750 90729 41875 37469 GOLF 134490 44000 90490 45745 38800 1 0 13135 292969 111750 181219 87620 89404 177024 4195 0 1 0 0 0 0 0 0 0 LISA BURCH PRESIDENT/CEO (AS OF 02/24) 0 228116 0 0 0 0 0 5000 0 42581 0 275697 0 0 LAWRENCE BOORD CHIEF FINANCIAL OFFICER 0 219756 0 0 0 0 0 0 0 40997 0 260753 0 0 THOMAS HOPKINS PRESIDENT/CEO (UNTIL 05/24) 0 218356 0 0 0 0 0 23000 0 0 0 241356 0 0 KATHLEEN BROOKS NURSE PRACTITIONER 193212 0 0 0 0 0 0 0 14395 0 207607 0 0 0 RUTHE NORBRUN NURSE PRACTITIONER 179078 0 0 0 0 0 0 0 27806 0 206884 0 0 0 PAUL GIOTIS ASSOC EXEC DIR OF IDD SERVICES 0 178258 0 0 0 0 0 0 0 10268 0 188526 0 0 LAURA LOVELOCK CHIEF HUMAN RESOURCE OFFICER 0 160296 0 0 0 0 0 0 0 0 0 160296 0 0 PART I, LINE 3 THE EPIC FAMILY OF HUMAN SERVICES AGENCIES BOARD HAS FORMED A COMPENSATION COMMITTEE FOR DETERMINING THE SALARIES OF KEY EMPLOYEES. THE COMMITTEE USES COMPARABLE SALARY DATA AND SCOPE OF DUTIES. THIS PROCESS WAS LAST PERFORMED IN 2023. PART I, LINE 4B THOMAS M. HOPKINS, PRESIDENT/CEO - $23,000 LISA BURCH, PRESIDENT/CEO - $5,000 A NASSAU COUNTY LOCAL ECONOMIC ASSISTANCE CORP 274291221 2019-12-24 10916000 REFINANCING 0 0 0 A 3482384 11514384 10514384 714496 5642 2019 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 3 EPIC FAMILY OF HUMAN SERVICES AGENCIES PERFORMED MANAGEMENT AND ADMINISTRATIVE SERVICES RELATED TO THE DAILY OPERATIONS OF THE AGENCY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 PRIOR TO DISTRIBUTING TO THE BOARD OF DIRECTORS. THERE IS AN OPPORTUNITY FOR BOARD MEMBERS TO DISCUSS THE CONTENT OF FORM 990. AT THIS TIME THE BOARD WILL VOTE ON WHETHER TO ACCEPT THE DRAFT 990 OR PROPOSE CHANGES. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. A REMINDER THAT DISCLOSURE IS NECESSARY IF A RELATIONSHIP SHOULD ARISE IS ISSUED SEMI-ANNUALLY. IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, CORRECTIVE ACTION MUST BE TAKEN. CORRECTIVE ACTION WILL INCLUDE AT A MINIMUM THE FOLLOWING, A) THE INDIVIDUAL WITH THE CONFLICT OF INTEREST WILL TAKE NO PART IN THE CONSIDERATION OR DETERMINATION OF THE MATTER ON THE PART OF EPIC; B) ANY MEMBER OF THE BOARD OF DIRECTORS HAVING ANY CONFLICT OF INTEREST SHALL NOT VOTE OR BE COUNTED IN DETERMINING THE QUORUM FOR ANY VOTE ON ANY TRANSACTION BETWEEN EPIC AND THE OTHER ENTITY. NOR SHALL ANY MEMBER OF THE BOARD OF DIRECTORS PARTICIPATE IN THE DELIBERATIONS OR USE PERSONAL INFLUENCE IN THE MATTER, ANY SUCH TRANSACTION SHALL BE AT LEAST AS FAIR AND REASONABLE TO EPIC AS WOULD OTHERWISE BE OBTAINABLE; AND C) TO THE EXTENT REASONABLE GIVEN THE CIRCUMSTANCES, THE MEMBER OF THE BOARD OF DIRECTORS OR THE EPIC PERSONNEL WILL NOT TAKE PART IN, AND SHOULD HAVE NO FINANCIAL PARTICIPATION IN, THE TRANSACTION BETWEEN THE ENTERPRISE AND EPIC. FORM 990, PART VI, SECTION B, LINE 15 THE EPIC FAMILY OF HUMAN SERVICES AGENCIES BOARD HAS FORMED A COMPENSATION COMMITTEE FOR DETERMINING THE SALARIES OF KEY EMPLOYEES. THE COMMITTEE USES COMPARABLE SALARY DATA AND SCOPE OF DUTIES. THIS PROCESS WAS LAST PERFORMED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. EPIC MEDICAL SERVICES PC 1500 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 811505854 TO PROVIDE DEVELOPMENTAL DISABLED INDIVIDUALS A RANGE OF SERVICES. NY 501(C)(3) LINE 10 EPIC LONG ISLAND INC 1 EPIC FAMILY OF HUMAN SERVICES 1500 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 472880294 TO PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATES NY 501(C)(3) LINE 12A, I N/A 0 EPILEPSY FOUNDATION OF LONG ISLAND INC 1500 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 832733297 TO PROVIDE DEVELOPMENTAL DISABLED INDIVIDUALS A RANGE OF SERVICES. NY 501(C)(3) LINE 7 EPIC FAMILY OF HUMAN SERVICES AGENCIES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 EPIC MEDICAL SERVICES PC O 266130 BOOK VALUE EPIC MEDICAL SERVICES PC S 2086355 BOOK VALUE