2026-01-27T08:34:28-06:00 2025-05-31 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2024-06-01 135678837 NYSARC INC NYSA 5184398311 29 BRITISH AMERICAN BLVD LATHAM NY 12110 ERIK GEIZER EXECUTIVE DIRECTOR 5184398311 2025-12-15 1 0 ARIEL F RUIZ P01346991 5184644080 2025-12-15 2024 2025-03-06 01:10:19Z ERIK GEIZER 29 BRITISH AMERICAN BLVD LATHAM NY 12110 10788795 0 1256 X WWW.NYSARC.ORG X 1949 NY NYSARC WAS FOUNDED IN 1949 TO MEET A CRITICAL MISSION - TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES. 38 38 76 39 0 0 0 95077 5146362 5268704 561039 153290 3940086 4486707 9647487 10003778 21000 27000 0 0 6973087 7014028 0 0 0 3053822 2643362 10047909 9684390 -400422 319388 28469783 30249670 17770992 18437681 10698791 11811989 X TO IMPROVE THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES IN EVERY MANNER POSSIBLE. 0 0 4939984 5268704 NYSARC OFFERS A FULL RANGE OF TRUST SERVICES, ADMINISTRATION OF POOLED TRUSTS, AS WELL AS FIRST- AND THIRD-PARTY INDIVIDUAL TRUSTS, ALL OF WHICH ARE DESIGNED TO MEET THE NEEDS OF PEOPLE WITH ANY TYPE OF DISABILITY. ALL QUALIFY AS SUPPLEMENTAL NEEDS TRUSTS. A SUPPLEMENTAL NEEDS TRUST IS A WAY TO SET ASIDE FUNDS TO ENHANCE THE QUALITY OF LIFE OF AN INDIVIDUAL WITH SPECIAL NEEDS WITHOUT RISKING THAT PERSON'S BENEFITS UNDER VARIOUS GOVERNMENT PROGRAMS. 581714 27000 THE PROVISION OF EDUCATION, TRAINING, REHABILITATION AND RESEARCH FOR INDIVIDUALS WITH INTELLECTUAL AND OTHER DISABILITIES. AS A LEADING ADVOCATE FOR PERSONS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES, THE ORGANIZATION PROVIDES SUPPORT, INFORMATION, DIRECTION AND OTHER SERVICES. 334905 THE ORGANIZATION PROVIDES TRAINING, FINANCIAL SUPPORT AND TECHNICAL LEGAL ASSISTANCE THROUGH A STATEWIDE GUARDIANSHIP PROGRAM. THE PROGRAM IS ADMINISTERED THROUGH NYSARC'S STATE OFFICE AND SERVES INDIVIDUALS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES. 107195 OTHER PROGRAMS 107195 5963798 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 NY X CYNTHIA BOROZNY 5184398311 29 BRITISH AMERICAN BLVD LATHAM NY 12110 JOHN HUBER ASSISTANT VP, WESTERN REGI 1.00 X X 0 0 0 DR JOHN KOWALCZYK IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 ARTHUR STILWELL BOARD MEMBER 1.00 X 0 0 0 DONALD GEER MEMBER AT LARGE 1.00 X 0 0 0 JEROME ISAACS BOARD MEMBER 1.00 X 0 0 0 IDA RIOS BOARD MEMBER 1.00 X 0 0 0 SUSAN LUCAS SR VP AND VP CAPITAL HV AD 1.00 X X 0 0 0 DAVID CHAMBERS BOARD MEMBER 1.00 X 0 0 0 ELLEN FELDMAN ASSISTANT VP, CENTRAL REGI 1.00 X X 0 0 0 STEVEN DROBYSH TREASURER 1.00 X X 0 0 0 RAPHAEL SMITH BOARD MEMBER 1.00 X 0 0 0 TODD JACOBSON BOARD MEMBER 1.00 X 0 0 0 EILEEN REMEC BOARD MEMBER 1.00 X 0 0 0 JOANNA VALENTE ORR BOARD MEMBER 1.00 X 0 0 0 MARY ANNE VANDENBURG BOARD MEMBER 1.00 X 0 0 0 ROSE MARY CELLA BOARD MEMBER 1.00 X 0 0 0 WALTER HOGAN VICE PRESIDENT, CENTRAL REGION 1.00 X X 0 0 0 JOE MAGLIOCCA ASSISTANT VICE PRESIDENT, CAPITAL-HUDSON VALLEY-AD 1.00 X X 0 0 0 SUSAN ALEXANDER BOARD MEMBER 1.00 X 0 0 0 MIKE OSTRANDER BOARD MEMBER 1.00 X 0 0 0 RONALD GEORGE BOARD MEMBER 1.00 X 0 0 0 LAURA CARBONE BOARD MEMBER 1.00 X 0 0 0 CHERYL ENGLERT BOARD MEMBER 1.00 X 0 0 0 RANDY SCHAAL BOARD MEMBER 1.00 X 0 0 0 JOHN SMITH ASSISTANT VICE PRESIDENT, METRO REGION 1.00 X X 0 0 0 DEBORAH PFLIEGER ASSISTANT TREASURER 1.00 X X 0 0 0 SHARON BOYD VP, WESTERN REGION 1.00 X X 0 0 0 CHARLES KONAR BOARD MEMBER 1.00 X 0 0 0 LISA VANDER WAL BOARD MEMBER 1.00 X 0 0 0 HARRIET TRAVERSA BOARD MEMBER 1.00 X 0 0 0 PATRICIA MURPHY BOARD MEMBER 1.00 X 0 0 0 RUTH RIDGEWAY BOARD MEMBER 1.00 X 0 0 0 MAUREEN LOUIS SECRETARY 1.00 X X 0 0 0 GORDON EYER BOARD MEMBER 1.00 X 0 0 0 BOBBY GRECO JR BOARD MEMBER 1.00 X 0 0 0 BRIAN SAWYER BOARD MEMBER 1.00 X 0 0 0 LAURA BLISS LAMB BOARD MEMBER 1.00 X 0 0 0 CHARLETTE BURGESS BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA LEYS BOARD MEMBER 1.00 X 0 0 0 DANIEL MARTINDALE PRESIDENT 1.00 X X 0 0 0 LAWRENCE FEIN BOARD MEMBER 1.00 X 0 0 0 KARRIE GATES BOARD MEMBER 1.00 X 0 0 0 STEVEN MASKET VICE PRESIDENT, METRO REGION 1.00 X X 0 0 0 BRIAN O'REILLY BOARD MEMBER 1.00 X 0 0 0 KATHLEEN DONAHUE BOARD MEMBER 1.00 X 0 0 0 LORI MARTINDALE BOARD MEMBER 1.00 X 0 0 0 CJ BRITT BOARD MEMBER 1.00 X 0 0 0 DAPHNE DADDINO BOARD MEMBER 1.00 X 0 0 0 ELLEN OWENS BOARD MEMBER 1.00 X 0 0 0 KATHLEEN GREEN BOARD MEMBER 1.00 X 0 0 0 PETER MARTIN BOARD MEMBER 1.00 X 0 0 0 LAURIE KELLY BOARD MEMBER 1.00 X 0 0 0 THOMAS TALBET BOARD MEMBER 1.00 X 0 0 0 MARY SULLIVAN BOARD MEMBER 1.00 X 0 0 0 LAURA KEARINS BOARD MEMBER 1.00 X 0 0 0 MICHAEL MACWILLIAMS BOARD MEMBER 1.00 X 0 0 0 RICHARD ERICKSON BOARD MEMBER 1.00 X 0 0 0 HAROLD HOFFMEIER BOARD MEMBER 1.00 X 0 0 0 RICHARD HIGGINS BOARD MEMBER 1.00 X 0 0 0 DOROTHY WHEELER BOARD MEMBER 1.00 X 0 0 0 GLENN WETZEL BOARD MEMBER 1.00 X 0 0 0 SHELLEY WINTERS BOARD MEMBER 1.00 X 0 0 0 MARILYN DUFFY BOARD MEMBER 1.00 X 0 0 0 JILL SCHRADER BOARD MEMBER 1.00 X 0 0 0 JACKIE SAUTER BOARD MEMBER 1.00 X 0 0 0 JOSEPH KELLY BOARD MEMBER 1.00 X 0 0 0 PAUL DICAPRIO BOARD MEMBER 1.00 X 0 0 0 PAUL GIORDANO BOARD MEMBER 1.00 X 0 0 0 RAYMOND FERRIGNO BOARD MEMBER 1.00 X 0 0 0 JOANNA GRECO BOARD MEMBER 1.00 X 0 0 0 RUTH RIDGWAY BOARD MEMBER 1.00 X 0 0 0 JAMES CANNON BOARD MEMBER 1.00 X 0 0 0 MICHELLE RAEMAN BOARD MEMBER 1.00 X 0 0 0 MARYANN BARBARINO BOARD MEMBER 1.00 X 0 0 0 SALLY DUNBAR BOARD MEMBER 1.00 X 0 0 0 MARY JO HEBERT BOARD MEMBER 1.00 X 0 0 0 MARY PAT HARRIS BOARD MEMBER 1.00 X 0 0 0 SHEREE CROSS BOARD MEMBER 1.00 X 0 0 0 ANNE MARIE LOCKHART BOARD MEMBER 1.00 X 0 0 0 JUDY O'ROURKE BOARD MEMBER 1.00 X 0 0 0 BONNIE MARTIN BOARD MEMBER 1.00 X 0 0 0 KATHLEEN GREEN BOARD MEMBER 1.00 X 0 0 0 ERIK GEIZER CEO 35.00 X 341084 0 45265 KATHRYN JERIAN CHIEF STRATEGY OFFICER 35.00 X 226198 0 47659 CYNTHIA BOROZNY CFO 35.00 X 233723 0 38726 SEAN WADE COO/ TRUST SERVICES 35.00 X 161219 0 32399 ANNAMARIE COLEMAN TRUST FINANCIAL OFFICER 35.00 X 114645 0 30169 KATHRYN GEURIN ASSOCIATE EXECUTIVE DIRECTOR FOR COMMUNICATIONS 35.00 X 106217 0 30658 JOSHUA CHRISTIANA DIRECTOR FOR QUALITY, COMP 35.00 X 124973 0 34128 NADIA ARTINTEANU ASSISTANT GENERAL COUNSAL 35.00 X 123020 0 20427 CAROL DROZD DIRECTOR, FINANCIAL ANALYS 35.00 X 115594 0 34528 1546673 0 313959 13 0 1 0 NIXON PEABODY LLP PO BOX 28012 NEW YORK NY 10087 LEGAL 261882 1 95077 95077 FIDUCIARY FEES 561000 5268704 5268704 5268704 288338 288338 649969 785017 -135048 -135048 -135048 ADMINISTRATIVE CHARGES 561000 4036347 4036347 OTHER REVENUE 561000 450360 450360 4486707 10003778 9755411 0 153290 X 27000 27000 988664 988664 4178985 3578091 600894 490175 303908 186267 978699 777272 201427 377505 234053 143452 1011966 195533 816433 116939 57869 59070 174718 78566 96152 432076 234313 197763 62246 29031 33215 322621 38830 283791 37047 23135 13912 PRINTING, PUBLICATIONS 236627 231863 4764 AWARDS 116923 74393 42530 MEMBERSHIP DUES 37824 9137 28687 EQUIPMENT, RENT AND MAI 37311 16033 21278 57064 54771 2293 9684390 5963798 3720592 0 400 400 1107866 1617001 922080 663523 94800 58036 152580 140334 355210 261096 59352 94114 9851898 10765203 16280807 16911059 28469783 30249670 1682680 1712570 269682 213639 62075 15818630 16449397 17770992 18437681 X 10595254 11613375 103537 198614 10698791 11811989 28469783 30249670 319388 793810 0 X X 0 1 X 1 0 X 2933721 1022043 0 0 136362 4092126 6041797 5939911 5578549 5146362 5268704 27975323 3712268 3726080 3716686 3723437 4036347 18914818 12687786 10688034 9295235 8869799 9441413 50982267 0 0 0 50982267 100758 163794 245139 267145 288338 1065174 100758 163794 245139 267145 288338 1065174 12788544 10851828 9540374 9136944 9729751 52047441 0.97950 0.98190 0.02050 0.01810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 5254 1 1 37172 42426 0 PART II-B, LINE 1: NYSARC ADVOCATES, ON BEHALF OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, THROUGH MEETINGS, CALLS AND CORRESPONDANCE WITH VARIOUS REGULATORY ENTITIES (OPWDD, OMH, SED), ELECTED OFFICIALS AND THEIR STAFF MEMBERS (NYS GOVERNOR'S OFFICE, NYS SENATE AND ASSEMBLY MEMBERS AS WELL AS LEGISLATIVE COMMITTEES). ADVOCACY IS FOCUSED ON A VARIETY OF TOPICS IMPACTING THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 62989 62989 0 292221 198107 94114 94114 DEFERRED COMPENSATION PLAN INVESTMENTS 373283 PRIVATE PLACEMENT BOND DEPOSITS 1104189 WORKERS' COMPENSATION EXCESS LOSS FUND 12569932 DEBT SERVICE RESERVE FUND 1478062 CHARITABLE GIFT ANNUITY RESERVE FUND 524101 CHARITABLE REMAINDER UNITRUST 317460 ROU ASSET 544032 16911059 DEFERRED COMPENSATION PLAN LIABILITY 373283 PRIVATE PLACEMENT BOND DEPOSITS LIABILITY 1104189 WORKERS' COMPENSATION EXCESS LOSS FUND LIABILITY 12569932 DEBT SERVICE RESERVE LIABILITY 1478062 CHARITABLE GIFT ANNUITY LIABILITY 133903 CHARITABLE REMAINDER UNITRUST LIABILITY 317460 LEASE LIABILITIES 472568 16449397 10797588 793810 793810 10003778 0 10003778 9684390 0 9684390 0 9684390 1 SCHOLARSHIPS 9 27000 PART I, LINE 2: VARIOUS SCHOLARSHIPS ARE AWARDED TO STUDENTS ENROLLED FULL-TIME IN ANY YEAR OF THEIR COLLEGE, TRAINING IN A FIELD RELATED TO INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES IN NEW YORK STATE. X X X X 0 1 0 0 0 0 0 0 0 ERIK GEIZER CEO 341084 0 0 0 0 0 23100 0 22165 0 386349 0 0 0 KATHRYN JERIAN CHIEF STRATEGY OFFICER 226198 0 0 0 0 0 16655 0 31004 0 273857 0 0 0 CYNTHIA BOROZNY CFO 233723 0 0 0 0 0 16644 0 22082 0 272449 0 0 0 SEAN WADE COO/ TRUST SERVICES 161219 0 0 0 0 0 11219 0 21180 0 193618 0 0 0 JOSHUA CHRISTIANA DIRECTOR FOR QUALITY, COMP 124973 0 0 0 0 0 14110 0 20018 0 159101 0 0 0 CAROL DROZD DIRECTOR, FINANCIAL ANALYS 115594 0 0 0 0 0 12899 0 21629 0 150122 0 0 0 PART I, LINE 4B ERIK GEIZER - $14,595 CYNTHIA BOROZNY - $6,128 KATE JERIAN - $9,517 SEAN WADE - $6,222 FORM 990, PART VI, SECTION A, LINE 6 NYSARC, INC. IS A UNITARY CORPORATION CONSISTING OF ITS 36 CHAPTERS AND 5 DCS (AT YEAR-END THERE WAS 40 TOTAL DUE TO CHAPTER MERGERS). THE CORPORATION AND CHAPTER'S GOVERNING BODY IS THE BOARD OF GOVERNORS REPRESENTING THE INDIVIDUAL MEMBERSHIP IN EACH CHAPTER'S JURISDICTION. EACH CHAPTER HAS ONE PRIMARY AND ONE ALTERNATE GOVERNOR WITH A WEIGHTED VOTE BASED ON MEMBERSHIP. THE CORPORATION THROUGH ITS BYLAWS DELEGATES DAY-TO-DAY OPERATING AUTHORITY TO THE CHAPTERS' BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS (SEE PART VI, LINE 7A BELOW) COMPRISES THE CORPORATION'S ELECTED OFFICERS AND EXERCISES ALL POWERS OF THE BOARD OF GOVERNORS BETWEEN PLENARY MEETINGS OF THE GOVERNORS, WHICH ARE HELD SIX TIMES PER YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE OFFICERS AND DIRECTORS OF THE CHAPTER ANNUALLY. IN TURN, THOSE CHAPTER BOARD MEMBERS NOMINATE THE OFFICERS AND DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF GOVERNORS DOES NOT REVIEW THE CHAPTERS' FORM 990S BEFORE THEY ARE FILED. EACH CHAPTER SUBMITS A COPY OF ITS FORM 990 TO THE CHAPTERS' BOARD OF DIRECTORS WHEN THE FORM IS FILED BY THE CHAPTER. NYSARC'S 990 IS REVIEWED BY THE BUDGET AND FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE, AND COPIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL BUDGET IS REVIEWED AND RECOMMENDED BY BUDGET AND FINANCE COMMITTEE, THEN SUBMITTED TO BOARD OF GOVERNORS. ALL EXECUTIVE STAFF SALARIES ARE APPROVED WITHIN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 BY WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 195,533. MANAGEMENT AND GENERAL EXPENSES 816,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,011,966. PART XII, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.