2026-01-20T09:09:38-06:00 2025-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-07-01 160771078 MARY CARIOLA CHILDREN'S CENTER INC MARY 5852712897 1000 ELMWOOD AVENUE ROCHESTER NY 14620 KAREN ZANDI PRESIDENT 5852712897 2026-01-19 1 1 KAITLYN SZCZESNIAK P02212765 5853811000 2026-01-19 2024 2025-03-06 01:10:19Z MARY CARIOLA CENTER KAREN ZANDI 1000 ELMWOOD AVENUE ROCHESTER NY 14620 47934885 0 X WWW.MARYCARIOLA.ORG X 1952 NY MARY CARIOLA CHILDREN'S CENTER PROVIDES THE HIGHEST-QUALITY INDIVIDUALIZED EDUCATION, CARE AND CLINICAL SERIVCES FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES, DELAYS AND COMPLEX OR MULTIPLE DISABILITIES. 23 23 930 46 0 0 782226 835279 38796702 46646953 252650 452653 0 0 39831578 47934885 0 0 0 0 33136916 35828142 0 0 160549 6978495 7716921 40115411 43545063 -283833 4389822 31013337 32196684 18524230 15560730 12489107 16635954 X MARY CARIOLA CHILDREN'S CENTER IS THE REGIONAL LEADER IN PERSONALIZED, INTERDISCIPLINARY, EVIDENCE-BASED EDUCATION AND LIFE SKILL SOLUTIONS THAT INSPIRE AND EMPOWER INDIVIDUALS WITH COMPLEX DISABILITIES AND THEIR FAMILIES. MARY CARIOLA CHILDREN'S CENTER SETS THE STANDARD IN CLINICAL SERVICES FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES, DELAYS AND COMPLEX OR MULTIPLE DISABILITIES. MARY CARIOLA CHILDREN'S CENTER IS DEDICATED TO EXCELLENCE IN FAMILY-CENTERED EDUCATIONAL, RESIDENTIAL, THERAPEUTIC AND COMMUNITY SUPPORT. AS AN INDEPENDENT, NOT-FOR-PROFIT AGENCY, MARY CARIOLA CHILDREN'S CENTER HAS THREE CAMPUSES AS WELL AS SIX RESIDENCES IN THE ROCHESTER, NY REGION SERVING NEARLY 500 STUDENTS AND 50 RESIDENTS. 0 0 22979584 28286296 SCHOOL AGE EDUCATION AT MARY CARIOLA CHILDREN'S CENTER PROVIDES INSTRUCTIONAL AND THERAPEUTIC SERVICES TO CHILDREN WITH MULTIPLE DISABILITIES FROM AGE 5 TO 21. THE SCHOOL AGE EDUCATION PROGRAM ALLOWS CHILDREN TO THRIVE IN AN POSITIVE, UPBEAT ENVIRONMENT, OFTEN MEETING MILESTONES THAT WERE ONCE THOUGHT IMPOSSIBLE. STUDENTS COME FROM A TEN COUNTY REGION AND FROM 50 SCHOOL DISTRICTS THROUGHOUT WESTERN NEW YORK. APPROXIMATELY 356 CHILDREN SERVED. 9171777 11315660 RESIDENTIAL PLACEMENT - WHEN MEDICAL ISSUES AND BEHAVIORAL CHALLENGES MAKE LIVING AT HOME DIFFICULT, MARY CARIOLA PROVIDES SIX GROUP HOMES ACROSS MONROE COUNTY. APPROXIMATELY 44 CLIENTS CALL MARY CARIOLA HOME AS THEY RECEIVE AROUND-THE-CLOCK GUIDANCE, CLINICAL AND DIRECT CARE, AND SUPPORT WITH ONGOING OPPORTUNITIES TO LEARN AND GROW. THE COMMON GOAL OF ALL OF EACH HOUSE IS TO ENABLE THE CHILDREN AND YOUNG ADULTS TO REACH THEIR FULL POTENTIAL IN A CARING HOME ENVIRONMENT WHERE PARENTS AND FAMILIES ARE ALWAYS WELCOME. 4485490 5007185 PRESCHOOL EDUCATION (PROGRAM) IS DESIGNED FOR CHILDREN FROM AGE 3 TO 5. STUDENTS ATTEND SCHOOL EACH DAY IN EITHER A HALF OR FULL-DAY PROGRAM. CHILDREN'S ABILITIES AND DEVELOPMENTAL DELAYS CAN VARY SIGNIFICANTLY. A RANGE OF CLASS SIZES AND STAFF RATIOS IS AVAILABLE TO MEET INDIVIDUAL EDUCATIONAL AND SOCIAL NEEDS. A MAJOR GOAL OF THE PRESCHOOL IS TO PROVIDE INTENSIVE (OFTEN ONE-ON-ONE) ATTENTION TO THE CHILDREN DURING THESE FORMATIVE YEARS TO MAXIMIZE THE OPPORTUNITY FOR ACADEMIC AND SOCIAL GROWTH AND INCREASE CHANCES FOR SUCCESS IN A LESS RESTRICTIVE ENVIRONMENT. APPROXIMATELY 79 CHILDREN SERVED. 146934 89887 WORKSHOP - THE ADAPTIVE EQUIPMENT WORKSHOP EXISTS TO CREATE, ADAPT, AND REPAIR EQUIPMENT AND DEVICES THAT IMPROVE THE QUALITY OF LIFE FOR CHILDREN WITH DISABILITIES. OVER THE LAST 20+ YEARS, OUR ONE-PERSON STAFF HAS RELEASED A STEADY STREAM OF INNOVATIONS AND ADAPTIONS TO HELP CHILDREN TURN IN, TURN ON, STAND UP, AND MOVE AROUND. 7680 493 EVALUATIONS - OUR TEAM OF EVALUATORS PROVIDE COMPREHENSIVE PRESCHOOL EVALUATIONS FOR CHILDREN SUSPECTED OF NOT MEETING DEVELOPMENTAL MILESTONES AS APPROPRIATE FOR THEIR AGE. 889890 925668 IDEA FUNDING - AS PART OF THE INDIVIDUALS WITH DISABILITIES EDUCATION ACT, THE SCHOOL DISTRICTS WHO CONTRACT WITH MARY CARIOLA CHILDREN'S CENTER ARE REQUIRED TO SHARE FUNDING RECEIVED FROM THE FEDERAL GOVERNMENT WITH THE AGENCY. THESE FUNDS ARE USED FOR ENHANCEMENTS TO PROGRAMS WHICH ARE NOT REQUIRED BY THE CHILDREN'S IEP'S AND NOT PAID FOR BY TUITION DOLLARS. 219996 FAMILY SUPPORT SERVICES - EACH CHILD SERVED IS GIVEN A COMPLETE FUNCTIONAL BEHAVIORAL ASSESSMENT AND A BEHAVIOR SUPPORT PLAN DEVELOPED SPECIFICALLY FOR HIM OR HER. THIS PROGRAM INCLUDES FAMILY TRAINING, MONITORING, REVIEW AND OVERSIGHT FOR EACH PLAN AND PARTICIPANT THROUGHOUT THEIR TIME IN THE PROGRAM. 216406 260845 COMMUNITY HABILIATION - HIGHLY TRAINED EMPLOYEES PROVIDE COMMUNITY HABILITATION SERVICES AND IMPLEMENT THE BEHAVIOR SUPPORT PLANS DEVELOPED THROUGH FAMILY SUPPORT SERVICES TO ENSURE CONSISTENCY AND SUCCESS. HIGH LEVELS OF OVERSIGHT AND MONITORING ARE INCLUDED IN THIS SERVICE. 144154 82477 THERAPEUTIC RESPITE - MOST OF THE SAME HIGHLY TRAINED EMPLOYEES PROVIDE THERAPEUTIC RESPITE SERVICES WITHIN OUR IRA AND IMPLEMENT THE SAME HABILITATIVE AND BEHAVIORAL PROGRAMMING THAT IS DEVELOPED FOR THE INDIVIDUAL THROUGH THE FAMILY SUPPORT SERVICES. IT IS THE THIRD SERIVCE IN OUR UNIQUE PACKAGE OF SERVICES SUPPORTING FAMILIES WITH CHILDREN WHO HAVE SIGNIFICANT BEHAVIORAL CHALLENGES. THE CHILDREN HAVE REGULARLY SCHEDULED STAYS IN THE IRA SO THAT THEIR FAMILIES CAN HAVE A MUCH NEEDED BREAK AND SPEND TIME WITH THEIR OTHER CHILDREN AND TAKE CARE OF OTHER LIFE EVENTS. HIGH LEVELS OF OVERSIGHT AND MONITORING ARE INCLUDED IN THIS SERVICE. 256408 178366 HEALTH HOMES - OUR HEALTH HOME CARE MANAGEMENT PROGRAM PROVIDES MEDICAID-ELIGIBLE CHILDREN AGES 0-21 WITH CHRONIC MEDICAL AND BEHAVIORAL HEALTH CONDITIONS WITH COMPREHENSIVE CARE MANAGEMENT, CARE COORDINATION AND HEALTH PROMOTION, COMPREHENSIVE TRANSITIONAL CARE, PATIENT AND FAMILY SUPPORT, AND REFERRALS TO COMMUNITY SUPPORTS TO PROMOTE PREVENTOVE AND QUALITY HEALTH CARE. 379033 420073 CARIOLA COLLABORATIVE - THE CARIOLA COLLABORATIVE EXTENDS THE SAME QUALITY, INNOVATION AND INTERDISCIPLINARY APPROACH TO PROFESSIONAL LEARNING AND CONSULTATION OPPORTUNITIES THROUGHOUT OUR COMMUNITY AND BEYOND. THROUGH THE COLLABORATIVE, INDIVIDUALS FROM A VARIETY OF DISCIPLINES HAVE THE OPPORTUNITY TO COME TOGETHER TO ENHANCE THEIR PROFESSIONAL SKILLS. WHETHER IT'S IN-PERSON OR ONLINE TRAINING OR DIRECT CONSULTATION, THE COLLABORATIVE INTRODUCES PROFESSIONALS TO INNOVATIVE, BEST PRACTICE APPROACHES VITAL TO THE CARE AND EDUCATION OF INDIVIDUALS WITH COMPLEX DISABILITIES. 80003 2260501 2037812 38897352 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 930 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X WILLIAM ANSBROW 5852712897 1000 ELMWOOD AVENUE ROCHESTER NY 14620 GARY SCHWINGEL BOARD MEMBER 1.00 X 0 0 0 LINDA MILLER CHAIR 1.00 X X 0 0 0 JASON HALL TREASURER 1.00 X X 0 0 0 MICHAEL KING ASSISTANT TREASURER 1.00 X X 0 0 0 RENU SINGH SECRETARY 1.00 X X 0 0 0 MIKE ARMBRUSTER BOARD MEMBER 1.00 X 0 0 0 LAURIE BAKER BOARD MEMBER 1.00 X 0 0 0 WHITNEY BANIEWICZ BOARD MEMBER 1.00 X 0 0 0 HOLLY BROWN BOARD MEMBER 1.00 X 0 0 0 CHERYL COLAVECCHIO BOARD MEMBER 1.00 X 0 0 0 ANNE B FRANCIS MD BOARD MEMBER 1.00 X 0 0 0 TOM HAMMOND BOARD MEMBER 1.00 X 0 0 0 CHRISTINE A LANE AIF BOARD MEMBER 1.00 X 0 0 0 WILLIAM L MACK BOARD MEMBER 1.00 X 0 0 0 MIRIAM MOORE BOARD MEMBER 1.00 X 0 0 0 LISA NORWOOD BOARD MEMBER 1.00 X 0 0 0 JEFF MCCORMACK VICE CHAIR 1.00 X 0 0 0 JOHN B ODENBACH BOARD MEMBER 1.00 X 0 0 0 YANTEE SLOBERT BOARD MEMBER 1.00 X 0 0 0 JOSEPH TOBIN CFP BOARD MEMBER 1.00 X 0 0 0 JOHN P TREAHY BOARD MEMBER 1.00 X 0 0 0 BOLGEN VARGAS BOARD MEMBER 1.00 X 0 0 0 MICHAEL WOOD BOARD MEMBER 1.00 X 0 0 0 WILLIAM ANSBROW CFO 40.00 X 120750 0 2421 KAREN ZANDI CEO/PRESIDENT 40.00 X 203077 0 10838 CHRISTINE SHEFFER SUPERINTENDENT 40.00 X 137147 0 9468 AMY FAGAN DIRECTOR OF HUMAN RESOURCE 40.00 X 118851 0 2362 WILLIAM COLLINS DIR. OF AGENCY ADVANCEMENT 40.00 X 130629 0 2569 ANNA-LYNN BRINK DIRECTOR OF COMMUNITY SERVICES 40.00 X 103325 0 18093 JULIE MATUKEWICZ PRINCIPAL 1.00 40.00 X 103218 0 2058 916997 0 47809 8 0 1 0 0 80156 458109 297014 835279 SCHOOL PROGRAM -TUITION 624100 32961361 32961361 MEDICAID 624100 11671093 11671093 CONTRACTS FOR SERVICE 624100 1191433 1191433 CARIOLA COLLABORATIVE 624100 419373 419373 INTERDEPARTMENTAL INCOME 624100 89887 89887 313806 313806 46646953 405045 405045 47608 0 47608 47608 47608 47934885 46646953 0 452653 276561 276561 29403253 27348332 2054921 1164029 1083906 80123 2126830 1935892 190935 3 2857469 2654799 202670 213289 169899 43390 68700 68700 12360 12360 977283 342548 634735 339655 95787 243868 390341 160169 227174 2998 2261609 2114197 147412 29749 26082 3667 102745 71049 31113 583 79164 78396 768 613567 585297 28270 238916 184192 54724 REPAIRS AND MAINTENANCE 714572 685155 29417 SUPPLIES AND MATERIALS 509794 507935 1859 STAFF DEVELOPMENT 273039 198064 18289 56686 FOOD 202242 193957 1514 6771 689896 461696 136551 91649 43545063 38897352 4487162 160549 852724 809170 5204287 4655543 129967 46044 7101664 9271309 241459 267112 10929714 6461206 4560243 4468508 4203955 4555530 8719038 8123468 31013337 32196684 1781452 2719832 2320431 2278428 1222189 1130135 13200158 9432335 18524230 15560730 X 10706390 14718803 1782717 1917151 12489107 16635954 31013337 32196684 X 4389822 210182 -453157 X X 0 1 X 1 0 X 2226088 8331060 1712001 772421 835279 13876849 2226088 8331060 1712001 772421 835279 13876849 13876849 202422 283633 74653 238137 405045 1203890 15080739 197367028 0.92020 0.93520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86187 3218 89406 85065 1122 86187 6487265 -6402200 85065 7991924 675 -991606 513728 6487265 6526428 5684 1815010 355198 7991924 1 1 1 373143 373143 8086498 4478766 3607732 1710832 1388073 322759 759241 594367 164874 4468508 RIGHT OF USE ASSET 8034062 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 89406 8123468 LIABILITY FOR PENSION BENEFITS 1527127 DEFERRED COMPENSATION 214500 LEASE LIABILITY 8222315 DUE TO/(FROM) RELATED PARTY -531607 9432335 47679550 210182 -453157 -242975 47922525 12360 12360 47934885 43532703 0 43532703 12360 12360 43545063 PART V, LINE 4: REGULAR ENDOWMENT: TO SUPPORT OPERATIONS. STAFF PRESERVATION ENDOWMENT: TO HELP RETAIN STAFF BY MAKING SALARIES MORE COMPETITIVE WITH THE PUBLIC SECTOR. HATTIE HARRIS ENDOWMENT: TO PROVIDE PROFESSIONAL EDUCATION OPPORTUNITIES. STAFF DEVELOPMENT: TO PROVIDE PROFESSIONAL EDUCATION OPPORTUNITIES. CURRICULUM SPECIALIST: TO CREATE A POSITION WHICH DEVELOPS TEACHING PROGRAMS. R. NELLIS ENDOWMENT: TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR PARAPROFESSIONAL STAFF. DOG THERAPY: TO PROVIDE FUNDING FOR THE MAINTENANCE OF THE THERAPY DOGS. FEINBLOOM EDUCATION ENRICHMENT: TO PROVIDE A LEGACY OF UNIQUE LEARNING EXPERIENCES FOR CHILDREN WHO ATTEND MARY CARIOLA CHILDREN'S CENTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 3,218. CHANGE IN FUNDED STATUS OF PENSION PLAN 1,399,489. TRANSFER OF FUNDS TO FOUNDATION -1,855,864. X X 0 1 0 0 0 0 0 0 0 KAREN ZANDI CEO/PRESIDENT 188077 0 0 0 15000 0 4152 0 6686 0 213915 0 0 0 PART I, LINE 4B KAREN ZANDI, PRESIDENT, RECEIVED CONTRIBUTIONS TO A 457F PLAN IN THE AMOUNT OF $15,000 FOR THE CALENDAR YEAR 2024. X PROJECT MANAGER 382 47750 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF HOURS FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO YEAR-END THE FINANCE COMMITTEE WILL BE APPRISED OF ANY CHANGES IN REPORTING REQUIREMENTS. THE FINANCE DEPARTMENT WILL WORK WITH THE TAX PREPARER TO COMPLETE THE 990 AND CHAR 500. SUFFICIENTLY PRIOR TO THE FILING OF THE RETURN, AN ELECTRONIC COPY OF THE FILING WILL BE PROVIDED TO EACH BOARD MEMBER SO THAT THE RETURN MAY BE REVIEWED AND QUESTIONS ASKED. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN DISCLOSURES OF ANY CONFLICT OF INTEREST ARE REQUIRED FROM NEW BOARD MEMBERS AND EMPLOYEES. NEW DISCLOSURES ARE REQUIRED ANNUALLY. BOARD DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR, EMPLOYEE DISCLOSURES ARE REVIEWED BY THE HR DIRECTOR. ANY BOARD MEMBER WITH A CONFLICT IS PROHIBITED FROM VOTING ON MATTERS PERTAINING TO THE CONFLICT OF INTEREST AREA. VIOLATIONS OF THE CONFLICT OF INTEREST BY EMPLOYEES IS SUBJECT TO DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 15 EVERY 3-6 YEARS, THE BOARD OF DIRECTORS SHALL CONDUCT AN INDEPENDENT, OUTSIDE REVIEW OF KEY EMPLOYEES' COMPENSATION PACKAGES. ANNUALLY, THE BOARD CHAIR WILL ESTABLISH PERFORMANCE GOALS FOR THE PRESIDENT, EVALUATE PERFORMANCE, AND REVIEW COMPENSATION. THE PRESIDENT WILL FOLLOW THE SAME PROCESS FOR ALL KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS REQUESTED WILL BE MADE AVAILABLE AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: CHANGE IN FUNDED STATUS OF PENSION PLAN 1,399,489. TRANSFER OF FUNDS TO FOUNDATION -1,855,864. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 3,218. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. MARY CARIOLA FOUNDATION INC 1000 ELMWOOD AVE STE 100 ROCHESTER NY 146203042 871411659 FUNDRAISING NY 501(C)(3) LINE 12D, III-O MARY CARIOLA CHILDREN'S CENTER INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0