2026-03-09T22:41:23-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-07-01 066011136 THE ARC OF THE FARMINGTON VALLEY INC ARCO 8606936662 225 COMMERCE DRIVE CANTON CT 06019 STEPHEN E MORRIS EXECUTIVE DIRECTOR 8606936662 2026-03-06 1 1 LORI ROTHE YOKOBOSKY P01273422 9592007000 2026-03-04 2024 2025-03-06 01:10:19Z STEPHEN E MORRIS 225 COMMERCE DRIVE CANTON CT 06019 24189097 0 X WWW.FAVARH.ORG X 1958 CT TO HELP EACH PERSON ACHIEVE HIS OR HER PERSONAL BEST. OUR VISION IS OF A FUTURE WHERE EACH PERSON WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY IS LIVING IN THE COMMUNITY AND HAS THE SUPPORTS NEEDED TO BE A CONTRIBUTING CITIZEN, TO LIVE AS INDEPENDENTLY AS POSSIBLE, AND TO ENJOY A HEALTHY AND ACTIVE LIFESTYLE. WE VALUE SAFETY, WELLNESS, QUALITY, LEADERSHIP DEVELOPMENT AND FISCAL RESPONSIBILITY. 13 13 402 13 0 0 730665 2403852 20816583 20718289 191291 605141 187246 218776 21925785 23946058 0 0 0 0 15704313 16904567 0 0 190445 5285215 6180128 20989528 23084695 936257 861363 19538143 22424061 5391770 7100573 14146373 15323488 X TO HELP EACH PERSON ACHIEVE HIS OR HER PERSONAL BEST. OUR VISION IS OF A FUTURE WHERE EACH PERSON WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY IS LIVING IN THE COMMUNITY AND HAS THE SUPPORTS NEEDED TO BE A CONTRIBUTING CITIZEN, TO LIVE AS INDEPENDENTLY AS POSSIBLE, AND TO ENJOY A HEALTHY AND ACTIVE LIFESTYLE. WE VALUE SAFETY, WELLNESS, QUALITY, LEADERSHIP DEVELOPMENT AND FISCAL RESPONSIBILITY. 0 0 9747804 10503655 RESIDENTIAL CARE OPTIONS INCLUDE FAMILY-ORIENTED GROUP HOMES AND SUPPORTED LIVING APARTMENTS. FAVARH SUPPORTS ABOUT 40 INDIVIDUALS IN FAMILY GROUP HOME SETTINGS. FAVARH SUPPORTS ABOUT 80 INDIVIDUALS IN SUPPORTED LIVING APARTMENTS. 9110869 7981582 DAY SERVICES PROVIDES A WIDE RANGES OF NON-EMPLOYMENT SUPPORT. PROGRAMS PROVIDE DAILY COMMUNITY AND VOLUNTEER ENGAGEMENT, CREATIVE ENRICHMENT AND RECREATION OPPORTUNITIES. THESE SERVICES INCLUDE TRANSITIONS PROGRAMS FOR INDIVIDUALS IN HIGH SCHOOL. THESE PROGRAMS WORKING IN CONJUNCTION WITH AREA SCHOOLS PROVIDE PROGRAMS TO ENSURE SMOOTH TRANSITION OUT OF HIGH SCHOOL. THESE PROGRAMS INCLUDE TUNXIS TRANSITIONAL PROGRAM, PROJECT SEARCH AND OTHER DAILY ACTIVITIES FACILITATING THE HIGH SCHOOL TRANSITION PROCESS. EMPLOYMENT SERVICES INCLUDE JOB TRAINING, PLACEMENT AND FOLLOW UP AND SUPPORT. INDIVIDUALS MAY WORK IN A COMMUNITY TEAM ENVIRONMENT OR INDIVIDUALLY MENTORED BY A JOB COACH. WE CURRENTLY HAVE TEAMS WORKING AT 10 -12 BUSINESS IN THE COMMUNITY. OTHERS WORK WITHIN THE AGENCY'S SMALL BUSINESS ENTERPRISE ON VOLUME MAIL, SHREDDING, AND THRIFT STORE/LAUNDRY PREPARATION. 2112275 2310973 OTHER PROGRAMS - FAVARH PROVIDES OTHER SERVICES NOT INCLUDING TRANSITION PROGRAMS, ABI, RECREATION, RESPITE AND THEATRE. 20970948 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 402 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CT X STEPHANIE HOOD 8606936662 225 COMMERCE DRIVE CANTON CT 06019 ASHLEY KALOSIEH OUTGOING SECRETARY 1.00 X X 0 0 0 AUGUSTO RUSSELL PRESIDENT 1.00 X X 0 0 0 BETH CARLSON SECRETARY 1.00 X X 0 0 0 CHRISTINE BLETHEN DIRECTOR 1.00 X 0 0 0 DR VALERIE WISEMAN VICE PRESIDENT 1.00 X X 0 0 0 FAY LENZ DIRECTOR 1.00 X 0 0 0 FRAN TRACESKI TREASURER 1.00 X X 0 0 0 FRED SNYDER DIRECTOR 1.00 X 0 0 0 MICHAEL PENDELL DIRECTOR 1.00 X 0 0 0 NICK SINACORI DIRECTOR 1.00 X 0 0 0 PATTI SILVA DIRECTOR 1.00 X 0 0 0 RICK LENZ DIRECTOR 1.00 X 0 0 0 SUZANNE SINACORI DIRECTOR 1.00 X 0 0 0 TOM POTTER DIRECTOR 1.00 X 0 0 0 STEPHANIE HOOD DIRECTOR OF FINANCE AND OP 40.00 X 140085 0 31216 STEPHEN E MORRIS EXECUTIVE DIRECTOR 40.00 X 220227 0 43200 360312 0 74416 2 0 1 0 ENVIRONMENTAL DESIGNS INC DBA THE WINTER 2070 WEST STREET SOUTHINGTON CT 06489 LANDSCAPING 113945 1 104801 1442859 856192 2403852 DAY PROGRAMS 624310 7981582 7981582 CRS/IHS 623990 5511327 5511327 RESIDENTIAL PROGRAMS 623990 4992328 4992328 TUITION AND FEES 623990 1319620 1319620 SALES TO THE PUBLIC 623990 458396 458396 455036 455036 20718289 605141 605141 92907 104801 103949 -11042 -11042 290987 139090 151897 151897 77921 77921 77921 23946058 20796210 0 745996 405564 375426 26942 3196 12908913 11952073 857654 99186 923520 854193 61320 8007 1545921 1429871 102647 13403 1120649 1036524 74410 9715 27965 27965 201103 201103 5996 5996 369866 300421 24944 44501 1295841 1295841 66711 62078 4633 754917 681916 73001 PROGRAM SUPPLIES 2112707 1885649 215863 11195 REPAIRS AND MAINTENANCE 821177 743916 76019 1242 TEMPORARY HELP 523845 353040 170805 23084695 20970948 1923302 190445 4441413 6890898 9896 10445 1512573 1086226 16600 16600 228538 188684 17274038 7312675 9415131 9961363 3765249 4189508 141350 74794 7393 5543 19538143 22424061 1899956 2294656 1287170 2880505 2059552 1848179 145092 77233 5391770 7100573 X 8580378 9400846 5565995 5922642 14146373 15323488 19538143 22424061 861363 315752 0 X 0 1 X 1 0 X 2815237 588061 1697040 730665 2403852 8234855 13580564 15703989 19142234 21020821 21009276 90456884 16395801 16292050 20839274 21751486 23413128 98691739 0 0 0 98691739 200442 115510 40806 191291 605141 1153190 200442 115510 40806 191291 605141 1153190 3162 3162 21085 64 48776 97861 77921 245707 16617328 16407624 20928856 22043800 24096190 100093798 0.98600 0.99110 0.01150 0.00690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 21,085. 2021 AMOUNT: $ 64. 2022 AMOUNT: $ 48,776. 2023 AMOUNT: $ 97,861. 2024 AMOUNT: $ 77,921. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3764105 4000 406791 4174896 3285870 107485 370750 3764105 2009756 1078507 197607 3285870 2296608 16017 -302869 2009756 1862792 433816 2296608 0.19644 0.47800 0.32556 0 0 1065034 1065034 13332152 5864971 7467181 527208 470451 56757 2349644 977253 1372391 9961363 OPERATING LEASE LIABILITY 77233 77233 X 24504849 315752 315752 24189097 -243039 -243039 23946058 23327734 243039 243039 23084695 0 23084695 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO ENHANCE AND SUPPORT THE ARC OF THE FARMINGTON VALLEY'S MISSION AND VISION. NO DISTRIBUTION OF INCOME SHALL OCCUR UNLESS THE FUND BALANCE EXCEEDS $500,000. THE SPENDING POLICY IS SET AT 2% LIMIT WHEN THE ENDOWMENT BALANCE IS BETWEEN $500,000 AND $1,000,000 AND THE POLICY IS SET AT 5% WHEN THE ENDOWMENT BALANCE IS OVER $1,000,000. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -139,090. FUNDRAISING EXPENSE -103,949. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 139,090. FUNDRAISING EXPENSE 103,949. NOV FUNDRAISER 197708 104801 92907 19018 74014 10917 197708 104801 92907 19018 74014 10917 103949 -11042 0 0 0 0 0 0 0 1 0 STEPHEN E MORRIS EXECUTIVE DIRECTOR 171645 0 46000 0 2582 0 42794 0 406 0 263427 0 0 0 STEPHANIE HOOD DIRECTOR OF FINANCE AND OP 125186 0 10998 0 3901 0 30086 0 1130 0 171301 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A PERFORMANCE BONUS WHICH WAS REPORTED IN THEIR 2024 W2. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS NICK AND SUZANNE SINACORI HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS FAY AND RICK LENZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THERE IS AN ANNUAL MEMBERS MEETING WHERE MEMBERS VOTE ON THE SLATE OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THERE IS AN ANNUAL MEMBERS MEETING WHERE MEMBERS VOTE ON THE SLATE OF NEW/RENEWED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AFTER IT IS COMPLETED BY THE AUDITORS AND THE FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND COPIES ARE GIVEN TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND THE BOARD OF DIRECTORS MEMBERS SIGN A DISCLOSURE FORM. FOR EMPLOYEES, IT IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH IS GIVEN TO EACH EMPLOYEE WHEN HIRED (THEY SIGN OFF THAT THEY HAVE RECEIVED THE HANDBOOK). WHEN THE HANDBOOK IS REVISED, ALL EMPLOYEES GET/WILL GET COPIES (AND SIGN OFF THAT THEY HAVE RECEIVED IT). FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND ANY REVISIONS ARE GIVEN TO THE BOARD OF DIRECTORS. THESE ARE COMMUNICATED TO THE HR DEPARTMENT FOR EXECUTION. THE BOARD OF DIRECTORS COMPARES THE COMPENSATION TO THE ANNUAL SALARY SURVEY CONDUCTED BY CT COMMUNITY NONPROFIT ALLIANCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE 990 PROCESS.