2026-05-04T12:26:19-05:00 2025-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-07-01 160761224 ROCHESTER SCHOOL OF THE HOLY CHILDHOOD I ROCH 5853593710 100 GROTON PARKWAY ROCHESTER NY 14623 KEVIN KOCH CFO 5853593710 2026-05-04 1 1 AMANDA NUCCI P02216284 5853811000 2026-05-04 2024 2025-03-06 01:10:19Z KEVIN KOCH 100 GROTON PARKWAY ROCHESTER NY 14623 21019441 0 X WWW.HOLYCHILDHOOD.ORG X 1953 NY THE ROCHESTER SCHOOL OF THE HOLY CHILDHHOOD (THE AGENCY) HAS AS ITS MISSION PREPARING CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES FOR MAXIMUM INDEPENDENCE AND INTEGRATION IN THE COMMUNITY THROUGH INDIVIDUALIZED PROGRAMS AND SERVICES. THE SCHOOL PROGRAM IS A NEW YORK STATE DEPARTMENT OF EDUCATION-CERTIFIED SCHOOL PROVIDING INSTRUCTION TO STUDENTS AGES 5-21, SERVING 102 STUDENTS FROM OVER 40 SCHOOL DISTRICTS BASED ON EACH STUDENT'S INDIVIDUALIZED EDUCATION PLAN (IEP). ADULTS ARE SERVED IN MULTIPLE SETTINGS BOTH CAMPUS-BASED AND COMMUNITY-BASED WITH AN ARRAY OF CLINICAL, VOCATIONAL AND HABILITATIVE SERVICES. A SUITE OF EMPLOYMENT SERVICES FOCUSES ON TRANSITION TO COMMUNITY-BASED WORK EXPERIENCES AND COMPETITIVE EMPLOYMENT. THE AGENCY'S PRIMARY REVENUE SOURCES ARE THE NEW YORK STATE EDUCATION DEPARTMENT, MEDICAID, THE NEW YORK STATE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND SUPPORT FROM THE GENERAL PUBLIC. 22 22 297 250 0 0 2341838 8232785 10745258 11655890 1064182 574374 62331 56536 14213609 20519585 120251 0 0 0 9864977 10404551 0 0 395523 4060680 4525402 14045908 14929953 167701 5589632 41123228 47824113 7741907 6774517 33381321 41049596 X OUR MISSION IS TO PREPARE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES FOR MAXIMUM INDEPENDENCE AND INTEGRATION IN THE COMMUNITY THROUGH INDIVIDUALIZED PROGRAMS AND SERVICES, IN KEEPING WITH THE PHILOSOPHY AND VISION OF OUR FOUNDERS. WE ARE DEDICATED TO SERVING OUR PEOPLE IN AN ATMOSPHERE OF DIGNITY AND COMPASSION. 0 0 6660759 6370755 SPECIAL EDUCATION SCHOOL PROGRAM: SERVES CHILDREN WITH DEVELOPMENTAL DISABILITIES AGES 5-21. INSTRUCTION INCLUDES READING, WRITING, MATH, SCIENCE, PREVOCATIONAL TRAINING, LIFE SKILLS, JOB-READINESS SKILLS, SUPPORTED EMPLOYMENT FOR STUDENTS, ART, AND ADAPTIVE PHYSICAL EDUCATION. DIAGNOSTIC AND TREATMENT SERVICES IN THE AREAS OF SPEECH, MEDICINE/NURSING, PSYCHOLOGY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SOCIAL WORK ARE ALSO PROVIDED. (103 STUDENTS) 1786295 2156072 COMMUNITY-BASED PREVOCATIONAL SERVICES: PROVIDES JOB-READINESS, VOCATIONAL AND PREVOCATIONAL TRAINING SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES, BOTH ON-SITE AND IN THE COMMUNITY (90 INDIVIDUALS) 1117198 1366448 DAY HAB/DAY HAB WITHOUT WALLS: ASSISTS PEOPLE WITH DEVELOPMENTAL DISABILITIES WITH TRANSITION FROM SCHOOL PROGRAM TO ADULT SERVICES, LIFE SKILLS, AND COPING MECHANISMS, BOTH ON-SITE AND IN THE COMMUNITY. (37 INDIVIDUALS) 2722635 1799188 EMPLOYMENT SERVICES: PROVIDES JOB SKILLS DEVELOPMENT AND ASSISTS PEOPLE, AGES 18 AND OLDER, IN OBTAINING COMPETITIVE EMPLOYMENT. (33 INDIVIDUALS)ARTICLE 16 CLINIC: PROVIDES DIAGNOSTIC AND TREATMENT SERVICES IN THE AREAS OF MEDICINE/NURSING, PSYCHOLOGY, OCCUPATIONAL THERAPY, AND SOCIAL WORK. (77 INDIVIDUALS)PRODUCTION/TRAINING: SERVES ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING PAID WORK AND WORK SKILLS TRAINING OPPORTUNITIES THROUGH A BAKERY AND WORKSHOP. (73 INDIVIDUALS)ADVISORY: PROVIDE SUPPORT TO AFFILIATED BAKERY PROVIDING EMPLOYMENT AND TRAINING TO INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES.HOURLY RESPITE PROGRAM: PROVIDES RECREATIONAL AND SOCIALIZATION OPPORTUNITIES FOR CHILDREN AND ADULTS, WHILE PROVIDING THEIR FAMILIES WITH RESPITE FROM CARE-GIVING. (101 INDIVIDUALS)GUARDIANSHIP: SERVE AS GUARDIAN TO ADVOCATE FOR THE INDIVIDUALS, TO OVERSEE SERVICES AND TOVISIT WITH THE INDIVIDUALS (3 INDIVIDUALS) 2722635 1799188 12286887 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 297 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X KEVIN KOCH 5853593710 100 GORDON PARKWAY ROCHESTER NY 14623 MICHELLE CAIN TREASURER 1.00 X X 0 0 0 JULIE CAMARDO BOARD MEMBER 1.00 X 0 0 0 ROBERT CARLIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL COPPOLA BOARD MEMBER 1.00 X 0 0 0 THOMAS CRILLY BOARD MEMBER 1.00 X 0 0 0 ROBERT DRAGO BOARD MEMBER 1.00 X 0 0 0 RHONDA FREDERICK BOARD MEMBER 1.00 X 0 0 0 RICHARD GIANFORTI JR BOARD MEMBER 1.00 X 0 0 0 SR ELAINE HOLLIS BOARD MEMBER 1.00 X 0 0 0 VINCENT LECCE BOARD MEMBER 1.00 X 0 0 0 SEAN MULLEN BOARD MEMBER 1.00 X 0 0 0 JOHN MYERS BOARD MEMBER 1.00 X 0 0 0 GAIL NORRIS BOARD VICE CHAIR 1.00 X X 0 0 0 MATTHEW RAY BOARD MEMBER 1.00 X 0 0 0 SHALONDA GARFIELD BOARD MEMBER 1.00 X 0 0 0 KILEY SULLIVAN BOARD MEMBER 1.00 X 0 0 0 LINDSAY TIBALLI BOARD MEMBER 1.00 X 0 0 0 CARRIE TSCHETTER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER TUMMINELLI BOARD MEMBER 1.00 X 0 0 0 THOMAS WESLEY BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER WIEST BOARD CHAIR 2.00 X X 0 0 0 DONNA M DEDEE PRESIDENT AND CEO 32.50 5.00 X 254891 0 25759 KEVIN KOCH CFO 34.50 3.00 X 165401 0 26327 JOSEPH PERDICHO VP OF STB OPS & DIR HC BUS DEV 7.50 30.00 X 147242 0 22882 567534 0 74968 3 0 1 0 MEDICAL MOTOR SERVICE 608 S CLINTON AVE ROCHESTER NY 14620 MEDICAL TRANSPORTATION 888211 NET AT WORK 1240 JEFFERSON RD ROCHESTER NY 14623 ERP CONSULTING SERVICES 100952 2 84969 402178 288331 7457307 8232785 TUITION AND RELATED SERVICES 611110 6370667 6370667 MEDICAID 611710 4620406 4620406 ADVISORY SERVICES 900099 401515 401515 PRODUCTION CONTRACT REVENUE 900099 195320 195320 PROGRAM FEES 611710 41502 41502 26480 26480 11655890 613769 613769 343076 382471 -39395 -39395 -39395 126248 402178 117385 8863 8863 MISCELLANEOUS 900099 36573 36573 MANAGEMENT FEES 900099 11100 11100 47673 20519585 11692463 0 594337 485384 71835 401213 12336 7685661 6756259 715396 214006 1636727 1452359 135242 49126 596779 503999 76011 16769 29696 29696 90203 13500 76703 80389 12137 27466 40786 516388 284692 226614 5082 630915 585499 41104 4312 1129965 1122024 5375 2566 27926 27926 271208 198634 72310 264 98579 52047 46317 215 OUTSIDE SERVICES 655135 392388 262747 OTHER PRODUCTION COSTS 343275 343275 REPAIRS AND MAINTENANCE 201221 190427 8864 1930 OTHER 127034 87787 30110 9137 323468 220025 64449 38994 14929953 12286887 2247543 395523 1018367 834282 5731328 7805339 1415750 2776000 21423 121120 3869719 1687187 2278522 2182532 24611513 28327384 6046325 5777456 41123228 47824113 793998 996790 51233 0 850000 0 6046676 5777727 7741907 6774517 X 31861237 36096727 1520084 4952869 33381321 41049596 41123228 47824113 5589632 2078643 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23810537 2476613 2399027 242478 28443699 25500163 295025 1192563 3177214 23810537 26249390 605318 1454073 2808618 25500163 28961892 366883 -1300228 1779157 26249390 20699807 4692074 5603843 2303832 28691892 0.96799 0.01445 0.01756 0 0 3121221 1231300 1889921 357862 215823 142039 390636 240064 150572 2182532 FINANCE LEASE ROU ASSET 3336 OPERATING LEASE ROU ASSET 5774120 5777456 CURRENT FINANCE LEASE LIABILITY 2180 NON CURRENT FINANCE LEASE LIABILITY 1301 CURRENT OPERATING LEASE LIABILITY 248389 NON CURRENT OPERSTING LEASE LIABILITY 5525857 5777727 SCHEDULE D, PART V, LINE 4 EARNINGS ON THE AGENCY'S DONOR-RESTRICTED ENDOWMENT ARE RECOGNIZED AS NET ASSETS WITH DONOR RESTRICTIONS UNTIL APPROPRIATED BY THE BOARD FOR EXPENDITURE. THE AGENCY'S POLICY IS TO UTILIZE ITS ENDOWMENT EARNINGS, AS CONSIDERED NECESSARY, TO SUPPORT STUDENT SCHOLARSHIPS AND OPERATIONAL SUPPORT IN ACCORDANCE WITH THE DONOR'S INTENT. ANY UNSPENT ENDOWMENT EARNINGS IN ANY GIVEN YEAR BECOME PART OF THE AGENCY'S NET ASSETS WITH DONOR RESTRICTIONS. THE AGENCY PERMITS SPENDING FROM UNDERWATER ENDOWMENT FUNDS, UNLESS SPECIFICALLY PROHIBITED BY THE DONOR OR RELEVANT LAWS AND REGULATIONS. THE BOARD DESIGNATED ENDOWMENT IS USED PRIMARILY FOR OPERATIONS. THE AMOUNT OF INVESTMENT INCOME TO BE USED TO SUPPORT OPERATIONS ON AN ANNUAL BASIS WILL NOT EXCEED FIVE PERCENT OF THE MARKET VALUE OF THE AGENCY'S INVESTMENTS DETERMINED ON A ROLLING ANNUAL AVERAGE OF THE PRECEDING FIVE YEARS. IF SPECIFICALLY APPROVED, THE BOARD CAN AUTHORIZE OPERATING SUPPORT IN AN AMOUNT IN EXCESS OF THE FIVE PERCENT TO THE EXTENT THERE ARE FUNDS AVAILABLE FROM POLICY ALLOWED, BUT NOT TRANSFERRED, FUNDS FROM PREVIOUS YEARS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NOTICE IS ADDED IN NEWSPAPER WITH GREATER ROCHESTER AREA COVERAGE. SCHEDULE E, PART I, LINE 6 THE AGENCY RECEIVES FUNDING FROM THE NEW YORK STATE EDUCATION DEPARTMENT, SCHOOL DISTRICTS, IDEA, THE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES, AND MEDICAID. SCHEDULE E, PART I, LINE 6 THE AGENCY RECEIVES FUNDING FROM THE NEW YORK STATE EDUCATION DEPARTMENT, SCHOOL DISTRICTS, IDEA, THE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES, AND MEDICAID. ANNUAL GOLF 106852 58445 48407 6412 45745 13109 WINE AT CENTER ICE 73367 54682 18685 4250 5000 23821 4 348207 289051 59156 19047 528426 402178 126248 10662 50745 55977 117384 8864 1 X 1 1 X X 0 0 0 0 0 0 0 0 0 DONNA M DEDEE PRESIDENT AND CEO 213894 0 29520 0 11477 0 4288 0 21471 0 280650 0 0 0 KEVIN KOCH CFO 164780 0 0 0 621 0 1056 0 25271 0 191728 0 0 0 JOSEPH PERDICHO VP OF STB OPS & DIR HC BUS DEV 133941 0 0 0 13301 0 4288 0 18594 0 170124 0 0 0 PART I, LINE 3 THE BOARD HAD AN INDEPENDENT COMPENSATION CONSULTANT CONDUCT THE STUDY (REWARDING SOLUTIONS). FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY'S INFORMATIONAL FEDERAL AND STATE TAX RETURNS WILL BE SUBMITTED, BEFORE FILING, TO THE CHAIRS OF THE FINANCE AND AUDIT COMMITTEES FOR MANDATORY REVIEW, AND PROVIDED TO THE OTHER MEMBERS OF THE BOARD FOR REVIEW AT THEIR DISCRETION. FORM 990, PART VI, SECTION B, LINE 12C BEFORE INITIAL ELECTION TO THE BOARD, AND ANNUALLY THEREAFTER, A DIRECTOR MUST COMPLETE THE CONFLICT OF INTEREST AND COMMITMENT DISCLOSURE FORM. INFORMATION DISCLOSED ON THE FORM WILL BE HELD IN CONFIDENCE, EXCEPT WHEN, AFTER CONSULTATION WITH THE DIRECTOR, THE AGENCY'S BEST INTERESTS ARE SERVED BY DISCLOSURE. EACH DIRECTOR MUST COMPLETE, SIGN AND DATE THE FORM AND RETURN THE FORM TO THE CORPORATE COMPLIANCE OFFICER THROUGH THE CORPORATE SECRETARY. DIRECTOR QUESTIONS AND CONCERNS ABOUT POTENTIAL CONFLICTS SHOULD BE DIRECTED TO THE AUDIT COMMITTEE THROUGH THE CORPORATE COMPLIANCE OFFICER. ANY DIRECTOR WHO KNOWS OR SUSPECTS THAT A SITUATION MEETS THE CRITERIA FOR A CONFLICT OF INTEREST AS DEFINED IN THIS POLICY MUST REPORT IT TO THE AUDIT COMMITTEE THROUGH THE CORPORATE COMPLIANCE OFFICER IMMEDIATELY SO THAT APPROPRIATE AND TIMELY FOLLOW-UP CAN OCCUR WITH THE INVOLVED PARTIES. THE FORMS WILL BE REVIEWED BY THE AUDIT COMMITTEE AND THE CORPORATE COMPLIANCE OFFICER FOR POTENTIAL CONFLICTS OF INTEREST. THOSE ITEMS WHICH ARE DEEMED NOT TO BE CONFLICTS OF INTEREST WILL BE SO NOTED ON THE FORM AND NO FURTHER ACTION WILL BE NEEDED. THOSE ITEMS WHICH ARE DEEMED TO BE POTENTIAL CONFLICTS OF INTEREST WILL BE REVIEWED WITH THE CHAIRMAN OF THE BOARD. THE CHAIRMAN OF THE BOARD MAY REVIEW THE POTENTIAL CONFLICT OF INTEREST WITH THAT DIRECTOR TO OBTAIN ADDITIONAL FACTS SURROUNDING THE POTENTIAL CONFLICT TO DETERMINE IF A TRUE CONFLICT EXISTS. IF FURTHER DISCUSSION WITH THE DIRECTOR IT IS DEEMED NOT TO BE A CONFLICT OF INTEREST IT WILL BE SO NOTED ON THE FORM AND NO FURTHER ACTION WILL BE NEEDED. IF THROUGH FURTHER DISCUSSION WITH THE DIRECTOR IT IS DEEMED THAT A CONFLICT OF INTEREST DOES EXIST, THE CHAIRMAN OF THE BOARD WILL CREATE A RESOLUTION TO THE CONFLICT WITH THE AUDIT COMMITTEE AND CORPORATE COMPLIANCE OFFICER. NO DIRECTOR MAY BE PRESENT AT OR PARTICIPATE IN BOARD OR COMMITTEE DELIBERATIONS OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT. THE RESOLUTION OF THE CONFLICT WILL BE DOCUMENTED IN THE AUDIT COMMITTEE MEETING MINUTES IN WHICH THE CONFLICT AND RESOLUTION WAS DISCUSSED. THE RESOLUTION OF THE CHAIRMAN OF THE BOARD AND OF THE AUDIT COMMITTEE WILL BE CONSIDERED FINAL. THERE WILL BE NO APPEAL PROCESS. FORM 990, PART VI, SECTION B, LINE 15A TO ASCERTAIN THAT THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE CONTINUES TO BE FAIR AND REASONABLE THE BOARD WILL PERFORM THE FOLLOWING STEPS: * COMPARE PACKAGES INTERNALLY BASED ON RESPONSIBILITIES AND EXPERIENCE; * COMPARE COMPENSATION TO GREATER-ROCHESTER AREA COMPENSATION OF SIMILAR POSITIONS, USING SOURCES SUCH AS THE ROCHESTER BUSINESS JOURNAL, 990S, COMPENSATION STUDIES, AND OTHER IDENTIFIED AVAILABLE RESOURCES ; * THE REVIEW AND APPROVAL OF COMPENSATION BY THE HR COMMITTEE OF THE BOARD OF DIRECTORS * THE HR COMMITTEE WILL REPORT TO THE FULL BOARD THAT THE REVIEW WAS COMPLETED. THE CHIEF EXECUTIVE WILL REVIEW COMPENSATION PACKAGES OF KEY EMPLOYEES AND REPORT TO THE HR COMMITTEE OF THE BOARD. FOR PURPOSES OF THIS POLICY, KEY EMPLOYEES ARE DEFINED AS THE CFO AND ALL DIRECTORS. A DETAILED REVIEW OF THE CEO'S COMPENSATION PACKAGE WAS CONDUCTED IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS WILL BE MAINTAINED AT THE AGENCY'S MAIN LOCATION AND BE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. SPECIAL TOUCH BAKERY INC 100 GROTON PARKWAY ROCHESTER NY 14623 815133302 A. TO INTEGRATE INDIVIDUALS WITH NY 501(C)(3) 509(A)(2) ROCHESTER SCHOOL OF THE HOLY CHILDHOOD 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0