2026-05-11T09:20:23-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-07-01 135596746 NYSARC INC NEW YORK CITY CHAPTER NYSA 2127802500 83 MAIDEN LANE NEW YORK NY 10038 AMY WEST EVP/CHIEF FINANCIAL OFFICER 2127802500 2026-05-11 1 0 SCOTT THOMPSETT P00741490 2125990100 2024 2025-03-06 01:10:19Z AHRC NYC MARCO R DAMIANI 83 MAIDEN LANE NEW YORK NY 10038 372009764 0 1256 X WWW.AHRCNYC.ORG X 1949 NY WE ARE COMMITTED TO HELPING PEOPLE WITH INTELLECTUAL (CONT. ON SCHEDULE O) AND DEVELOPMENTAL DISABILITIES TO LIVE FULL LIVES. 24 23 5481 0 0 0 9553424 14326271 313024455 352505841 173548 403759 3697118 3234147 326448545 370470018 16180 11714 0 0 220599809 240035835 0 0 96083 113265958 120245104 333881947 360292653 -7433402 10177365 207314718 210096511 199272144 191238077 8042574 18858434 X SEE SCHEDULE O 0 0 104422431 0 113081512 AHRC NEW YORK CITY PROVIDES PERSON CENTERED, COMMUNITY BASED RESIDENTIAL SERVICES TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGHOUT ALL FIVE BOROUGHS OF NEW YORK CITY. THESE SERVICES ARE DESIGNED TO SUPPORT INDIVIDUALS IN LIVING SAFELY AND MEANINGFULLY IN THE COMMUNITY, WITH AN EMPHASIS ON INDEPENDENCE, CHOICE, AND INCLUSION. RESIDENTIAL SERVICES ARE AVAILABLE TO INDIVIDUALS AGE 18 AND OLDER WHO ARE ELIGIBLE FOR SERVICES THROUGH THE NEW YORK STATE OPWDD. (CONTINUED IN SCHEDULE O)RESIDENTIAL SUPPORTS ARE PROVIDED IN INDIVIDUALIZED RESIDENTIAL ALTERNATIVES (IRAS), SUPERVISED AND SUPPORTED APARTMENT PROGRAMS, AND SPECIALIZED RESIDENCES FOR INDIVIDUALS WHO ARE MEDICALLY FRAGILE. SUPERVISED IRAS CONSIST OF FAMILY STYLE GROUP HOMES WITH 24 HOUR STAFFING, WHILE SUPPORTIVE IRAS AND SUPERVISED APARTMENTS PROVIDE TAILORED SUPPORTS FOR INDIVIDUALS LIVING MORE INDEPENDENTLY. SPECIALIZED RESIDENCES OFFER ENHANCED SERVICES, INCLUDING AROUND THE CLOCK NURSING CARE, FOR INDIVIDUALS WITH COMPLEX MEDICAL NEEDS. ACROSS ALL RESIDENTIAL SETTINGS, AHRC NYC EMPHASIZES INDIVIDUALIZED PLANNING, SAFETY, AND QUALITY OF LIFE. PROFESSIONALLY TRAINED STAFF PROVIDE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, HEALTH AND WELLNESS SUPPORTS, MEDICATION MANAGEMENT, COMMUNITY ENGAGEMENT, AND COORDINATION WITH CLINICAL AND HABILITATION SERVICES, AS APPROPRIATE. FAMILIES AND GUARDIANS ARE ACTIVELY ENGAGED IN PLANNING AND ONGOING COMMUNICATION TO SUPPORT RESIDENTS' LONG TERM GOALS AND STABILITY. 77127545 6714 95507989 AHRC NEW YORK CITY PROVIDES ADULT DAY SERVICES TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, INCLUDING INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS AND TRAUMATIC BRAIN INJURY, THROUGHOUT NEW YORK CITY'S FIVE BOROUGHS. THESE SERVICES SUPPORT INDIVIDUALS IN LEADING SELF DIRECTED, MEANINGFUL LIVES BY PROMOTING COMMUNITY PARTICIPATION, SKILL DEVELOPMENT, AND SOCIAL CONNECTION. (CONTINUED IN SCHEDULE O)THE ORGANIZATION'S ADULT DAY SERVICES INCLUDE DAY HABILITATION PROGRAMS, WHICH ARE OFFERED IN A RANGE OF SETTINGS BASED ON INDIVIDUAL PREFERENCES AND NEEDS. PROGRAMMING MAY BE DELIVERED THROUGH STRUCTURED SITE BASED ACTIVITIES, COMMUNITY BASED PROGRAMMING, OR A COMBINATION OF BOTH, AND IS DESIGNED TO BUILD PRACTICAL LIFE SKILLS, ENHANCE INDEPENDENCE, AND ENCOURAGE ACTIVE ENGAGEMENT IN THE COMMUNITY. PARTICIPANTS ENGAGE IN EDUCATIONAL, RECREATIONAL, CULTURAL, AND VOLUNTEER ACTIVITIES TAILORED TO THEIR INTERESTS, ABILITIES, AND PERSONAL GOALS. ACROSS ALL ADULT DAY SERVICE PROGRAMS, AHRC NYC UTILIZES A PERSON CENTERED PLANNING APPROACH, WITH PROFESSIONALLY TRAINED STAFF SUPPORTING PARTICIPANTS IN DEVELOPING INDEPENDENT LIVING SKILLS, BUILDING NATURAL SUPPORT NETWORKS, AND ACCESSING COMMUNITY RESOURCES. THE GOAL OF THESE SERVICES IS TO HELP INDIVIDUALS INCREASE INDEPENDENCE, MAINTAIN HEALTH AND WELL BEING, AND PARTICIPATE FULLY AS VALUED MEMBERS OF THEIR COMMUNITIES. 56417194 5000 68307179 AHRC NEW YORK CITY OPERATES EMPLOYMENT AND BUSINESS SERVICES PROGRAMS THAT SUPPORT ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AS WELL AS INDIVIDUALS FROM OTHER UNDERSERVED POPULATIONS, IN PREPARING FOR, OBTAINING, AND MAINTAINING COMPETITIVE EMPLOYMENT THROUGHOUT NEW YORK CITY. THESE PROGRAMS ARE DESIGNED TO PROMOTE ECONOMIC SELF SUFFICIENCY, WORKPLACE INCLUSION, AND LONG TERM JOB RETENTION, AND ARE DELIVERED THROUGH SERVICE LOCATIONS IN ALL FIVE BOROUGHS. (CONTINUED IN SCHEDULE O)EMPLOYMENT SERVICES INCLUDE VOCATIONAL ASSESSMENT, JOB READINESS TRAINING, JOB DEVELOPMENT AND PLACEMENT, AND ONGOING EMPLOYMENT SUPPORTS, INCLUDING JOB COACHING AND EMPLOYER ENGAGEMENT. SERVICES ARE INDIVIDUALIZED BASED ON EACH PARTICIPANT'S SKILLS, INTERESTS, AND SUPPORT NEEDS, AND EMPHASIZE PLACEMENT IN INTEGRATED, COMMUNITY BASED EMPLOYMENT SETTINGS. AHRC NYC WORKS COLLABORATIVELY WITH EMPLOYERS TO FACILITATE INCLUSIVE HIRING PRACTICES AND PROVIDE ON THE JOB SUPPORTS THAT PROMOTE SUCCESSFUL OUTCOMES FOR BOTH EMPLOYEES AND EMPLOYERS. ACROSS ALL EMPLOYMENT AND BUSINESS SERVICES PROGRAMS, AHRC NYC PROVIDES ONGOING SUPPORT AND FOLLOW ALONG SERVICES TO PROMOTE JOB STABILITY, CAREER ADVANCEMENT, AND SUSTAINED COMMUNITY PARTICIPATION. THESE PROGRAMS ARE A CORE COMPONENT OF THE ORGANIZATION'S MISSION TO SUPPORT INDIVIDUALS WITH DISABILITIES IN LEADING FULL, EQUITABLE, AND ECONOMICALLY INCLUSIVE LIVES. 43562529 0 49650865 EDUCATIONAL SERVICES OPERATES SIX SCHOOLS FOR CHILDREN WHO ARE SPECIFICALLY, THESE INCLUDE: FOUR SPECIAL EDUCATION PRESCHOOLS FOR CHILDREN AGES THREE - FIVE WITH DEVELOPMENTAL DELAYS; AN ELEMENTARY SCHOOL FOR CHILDREN AGES FOUR YEARS AND NINE MONTHS TWELVE YEARS OF AGE AND A MIDDLE/HIGH SCHOOL FOR CHILDREN FROM 12 - 21 YEARS OF AGE WITH A WIDE RANGE DISABILITES INCLUDING AUTISM SPECTRUM DISORDER, EMOTIONAL DISTURBANCES, MULTIPLE DISABILITIES, AND OTHERHEALTH IMPAIRMENTS. 6669531 0 7564418 CLINICAL AND FAMILY SERVICES OFFERS INDIVIDUAL, GROUP, AND FAMILY COUNSELING. PSYCHOLOGICAL TESTING AND PSYCHOLOGICAL EVALUATIONS PROVIDED BY PSYCHOLOGISTS, SOCIAL WORKERS, THERAPISTS, AND REHABILITATION COUNSELORS TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITES OF ALL AGES. A VARIETY OF SUPPORT SERVICES ARE OFFERED TO PARENTS/GUARDIANS, AND OTHER FAMILY MEMBERS. NURSING AND NUTRITION SERVICES, SIBLING COUNSELING AND SUPPORT GROUPS ARE ALSO AVAILABLE. 9031624 0 9361003 IN-HOME SERVICES ARE FOR FAMILIES OF A PERSON WITH A DEVELOPMENTAL DISABILITY WHO LIVES AT HOME. A DILEMMA MAY ARISE WHEN IT IS TIME TO DO THE SIMPLEST OF TASKS, SUCH AS GOING FOOD SHOPPING, VISITING THE DOCTOR, OR SIMPLY RELAXING. CONSEQUENTLY, FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO RESIDE AT HOME WITH THEIR FAMILIES, AHRC NEW YORK CITY PROVIDES OUT-OF-HOME AND IN-HOME RESPITE OPPORTUNITIES, RANGING FROM A PERIOD OF A FEW HOURS TO A FEW DAYS. ADDITIONALLY, THE ORGANIZATION PROVIDES PROGRAMS THAT ENGAGE PEOPLE AFTER THEIR DAY PROGRAMS, ON WEEKENDS, AND EVEN DURING VACATIONS, MAKING THEIR LIVES MORE FULFILLING. 1625385 1271039 FAMILY SUPPORT SERVICES (FSS) PROVIDES REIMBURSEMENT ASSISTANCE TO PEOPLE, WITH DEVELOPMENTAL DISABILITIES WHO LIVE WITH THEIR PARENTS, TO HELP THEM PAY FOR GOODS AND/OR SERVICES. ALSO, ASSISTANCE IS PROVIDED TO FAMILIES TO ASSIST THEM WITH THE COST OF CAMP. IN ADDITION, FSS PROVIDES CLINICAL PSYCHOLOGICAL AND PSYCHOSOCIAL EVALUATIONS AND INFORMATION TO FAMILIES WHO MAY NOT BE MEDICAID ELIGIBLE AND WISH TO OBTAIN SERVICES. 7686991 0 9174516 CAMPING AND RECREATION OPERATES CAMP ANNE, A TRADITIONAL SUMMER SLEEP-AWAY CAMP FOR PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES FROM THE AGE OF FIVE THROUGH ADULTHOOD. THE KATIE ISAACSON AND ELAINE GORDON LODGE IS AN ALTERNATIVE TO THE TRADITIONAL SUMMER SLEEP-AWAY RECREATION PROGRAM; IT IS A PROGRAM FOR ADULTS WHO ARE MORE INDEPENDENT AND 18 AND OVER.ALSO, CAMPING AND RECREATION IN COLLABORATION WITH THE YMCA OF GREATER NEW YORK OFFERS AN INTEGRATED CAMP FOR CHILDREN AGES 6 TO 15 WITH SPECIAL NEEDS IN AN ENVIRONMENT WITH TYPICAL CHILDREN. IN ADDITION TO SUMMER CAMPS, A SCHOOL HOLIDAY RESPITE SESSION IS OFFERED FOR TWO WEEKS IN LATE AUGUST FOR CHILDREN WITH SPECIAL NEEDS FROM AGES 5 TO 21, AS WELL AS DURING THE CHRISTMAS AND EASTER SCHOOL BREAKS. RECREATION OPPORTUNITIES FOR THOSE OF ALL AGES ARE ALSO OFFERED THROUGHOUT THE YEAR AND INCLUDE ARTS, SPORTS, DANCE, MUSIC, AS WELL AS SOCIALIZATION EVENTS THAT OFFER LEISURE TIME ACTIVITIES TO PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES AND OFFER A BREAK FROM CAREGIVING TO FAMILIES. 1488102 0 1082837 INDIVIDUALIZED SUPPORT (IS) ASSISTS ADULTS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENTLY IN THEIR COMMUNITIES AND PROVIDES SUPPORTS AND SERVICES TO ASSIST THEM IN DOING SO, INCLUDING FUNDS FOR HOUSING WHEN ELIGIBLE. IS ALSO SUPPORTS SELF-DIRECTION, WHICH GIVES PEOPLE AND THEIR FAMILIES THE FLEXIBILITY TO DECIDE ON A MIX OF SUPPORTS AND SERVICES THAT BEST MEET THEIR UNIQUE NEEDS. 5830951 0 0 OTHER PROGRAMS 75895113 0 78104678 313862283 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 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 1 1 1 0 0 1 163 0 1 5481 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X AMY WEST 2127802500 83 MAIDEN LANE NEW YORK NY 10038 X RAYMOND FERRIGNO PRESIDENT 5.00 0.40 X X 0 0 0 PATRICIA MURPHY 1ST VICE PRESIDENT 1.00 1.20 X X 0 0 0 CORY O HENKEL 2ND VICE PRESIDENT 1.00 0.40 X X 0 0 0 NANCY PETRINO 3RD VICE PRESIDENT 1.00 0.40 X X 0 0 0 TINA VEALE 4TH VICE PRESIDENT 1.00 0.00 X X 0 0 0 MARK BINI ESQ 5TH VICE PRESIDENT 1.00 0.00 X X 0 0 0 JEANNE SDROULAS TREASURER 1.00 0.40 X X 0 0 0 ANDREAS CHRYSOSTOMOU FINANCIAL SECRETARY 1.00 0.40 X X 0 0 0 STEPHEN BRODSKY CORRESPONDING SECRETARY 1.00 0.80 X X 0 0 0 ANGELO APONTE BOARD MEMBER 0.50 1.20 X 0 0 0 ALEXIS CAZE BOARD MEMBER 0.50 0.00 X 0 0 0 MARIE LOURDES CHARLES BOARD MEMBER 0.50 0.40 X 0 0 0 ANNE GORDON SECRETARY 0.50 0.80 X 0 0 0 LAURA J KENNEDY BOARD MEMBER 0.50 0.00 X 0 0 0 ALLISSON KNOLL BOARD MEMBER 0.50 0.00 X 0 0 0 MERI KRASSNER BOARD MEMBER 0.50 0.40 X 0 0 0 ANTHONY LAZANAS BOARD MEMBER 0.50 0.00 X 0 0 0 EVANDER LOMKE BOARD MEMBER 0.50 0.40 X 0 0 0 NILSA SANTIAGO ESQ BOARD MEMBER 0.50 0.00 X 0 0 0 GERMAINE LAVISCOUNT SCOTT BOARD MEMBER 0.50 0.40 X 0 0 0 LYNDA TONERY BOARD MEMBER 0.50 0.00 X 0 0 0 SHARYN VAN REEPINGHEN BOARD MEMBER 0.50 0.40 X 0 0 0 CHRISTINA MUCCIOLI BOARD MEMBER (AS OF 07/24) 0.50 0.00 X 242952 0 28399 MICHAEL O'CONNOR BOARD MEMBER (AS OF 07/24) 0.50 0.00 X 0 0 0 MARCO DAMIANI CHIEF EXECUTIVE OFFICER 50.00 3.00 X 641383 0 75255 AMY WEST EVP / CHIEF FINANCIAL OFFICER 50.00 3.00 X 381193 0 66283 KATHLEEN BRODERICK SENIOR PROGRAM ADVISOR 35.00 0.00 X 276811 0 33188 GAIL SCHMERTZ-KERNER EVP/CHIEF LEGAL OFFICER 50.00 0.00 X 347907 0 68287 HARVEY MIZRACH THRU 0425 VP, RATE SETTING & BUDGETS ADVISOR 40.00 0.00 X 331225 0 19762 SHARON FONG CHIEF HUMAN RESOURCES OFFICER 50.00 0.40 X 306865 0 60281 IRVIN RODRIGUEZ CHIEF TECHNOLOGY OFFICER 50.00 0.00 X 287926 0 50148 MICHAEL WEINBERG VP - RESIDENTIAL & HOUSING SOLUTIONS 40.00 0.00 X 273999 0 62848 ELIZABETH LYNAM EVP FORMER CHIEF PROGRAM OFFICER 50.00 0.00 X 124003 0 275 3214264 0 464726 157 1 1 0 MANAGE TRANSIT CORP 5702 DITMAS AVENUE BROOKLYN NY 11203 TRANSPORTATION 6883270 D-J AMBULETTE SERVICE INC 1200 ZEREGA AVENUE BRONX NY 10462 TRANSPORTATION 5540199 PRIDE HEALTHCARE LLC 420 LEXINGTON AVENUE 30TH FL NEW YORK NY 10170 HEALTHCARE STAFFING SVC. 2028598 RCM TECHNOLOGIES INC 2500 MCCLELLAN AVE STE 350 PENNSAUKEN NJ 08109 INFORMATION TECHNOLOGY SERVICES 1627479 UKG INC 900 CHELMSFORD ST LOWELL MA 01851 PAYROLL SERVICES 1296148 57 12033 1277845 12484303 552090 14326271 GOVERNMENTAL CONTRACTUAL REVENUE 624100 342094498 342094498 PARTICIPANT FEES 624100 6709081 6709081 CONTRACT SERVICES 624100 3702262 3702262 352505841 182816 182816 309746 329633 -19887 -19887 -19887 1431056 1210113 220943 220943 220943 INTER-DEPARTMENTAL REVENUE 624100 2495518 2495518 REIMBURSEMENTS 524298 315483 315483 443033 443033 3254034 370470018 355001359 0 1142388 11714 11714 1403128 1403128 124278 124278 175407039 157690964 17672224 43851 9837383 8843809 993574 36101420 32811229 3272070 18121 17162587 15656096 1503081 3410 72218 72218 3034823 10465 3024358 620028 11723 608305 233286 233286 20459 20459 51112 176 50936 10050965 8726536 1322532 1897 5996456 424633 5571823 37467532 34598603 2856542 12387 2941273 2723976 217297 335936 198528 133843 3565 896124 108639 787485 5312451 2557497 2754870 84 4064761 3506855 557906 CLIENT SERVICES 23594328 22751404 842924 PARTICIPANT RECREATION 16762346 16752450 9896 PARTICIPANT FOOD 3336325 3336325 EMPLOYMENT BUS. TRAINEE 1897156 1884388 0 12768 3557525 1022987 2534538 360292653 313862283 46334287 96083 1016252 1305842 1846852 1925348 4365617 3492494 54941509 62903119 440440 440440 5952864 7470639 89731055 66633059 22963242 23097996 7267463 8134811 108520479 101325822 207314718 210096511 54077581 69203885 20218882 4401772 124975681 117632420 199272144 191238077 X 6592574 17408434 1450000 1450000 8042574 18858434 207314718 210096511 X 10177365 552307 86188 X 0 1 X 1 1 1 X 7819472 5951631 4075874 9553424 14326271 41726672 260460708 282576416 303509609 315445225 355001359 1516993317 268280180 288528047 307585483 324998649 369327630 1558719989 0 0 0 1558719989 467210 446475 405999 445063 492562 2257309 467210 446475 405999 445063 492562 2257309 190147 127639 123776 1298230 758516 2498308 268937537 289102161 308115258 326741942 370578708 1563475606 0.99700 0.99630 0.00140 0.00160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2020 AMOUNT: $ 6,336. 2021 AMOUNT: $ 6,336. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 6,336. 2024 AMOUNT: $ 6,336. INSURANCE REIMBURSEMENT - 2020 AMOUNT: $ 183,811. 2021 AMOUNT: $ 121,303. 2022 AMOUNT: $ 114,763. 2023 AMOUNT: $ 913,013. 2024 AMOUNT: $ 315,483. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 9,013. 2023 AMOUNT: $ 378,881. 2024 AMOUNT: $ 436,697. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 4336 0 1 228950 233286 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: LINE 1D NYSARC, INC. NEW YORK CITY CHAPTER'S COMMUNICATIONS WITH MEMBERS, LEGISLATORS OR THE PUBLIC ARE ELECTRONIC (E-MAIL) AND NO COSTS ARE INCURRED. LINE 1G THE EXPENDITURES INCURRED BY NYSARC, INC. NEW YORK CITY CHAPTER FOR DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY REPRESENTS AN ALLOCATION OF EMPLOYEE SALARY COSTS AND TRAVEL COSTS ASSOCIATED WITH LOBBYING ACTIVITIES. LINE 1I NYSARC, INC. NEW YORK CITY CHAPTER ENGAGES VARIOUS LOBBYING CONSULTANTS TO ADVOCATE ON ITS BEHALF ON VARIOUS GOVERNMENTAL MATTERS IMPACTING THE ORGANIZATION'S MISSION-RELATED ACTIVITIES. 1109197 240893 1350090 874124 235073 1109197 707673 166451 874124 1011346 -303673 707673 665682 345664 1011346 1.00000 0.00000 0.00000 0 0 39165768 29910800 9254968 12122719 9618974 2503745 38442568 27103285 11339283 23097996 OPER. LEASE RIGHT OF USE ASSET 91311593 SUPPLEMENTAL PLAN - SERP 5580560 DUE FROM AHRC DEVELOPMENT, INC 1776696 DUE FROM AHRC FOUNDATION 1022655 DUE FROM AHRC SUPERIOR DIRECT CARE 1007802 DEBT SERVICE RESERVE FUND 390744 DUE FROM AHRC HOME CARE SERVICES INC. 132101 DUE FROM AHRC NYC GUARDIANSHIP FUND INC. 67830 OTHER ASSETS 35841 101325822 OPERATING LEASE LIABILITY 99081631 DUE TO AHRC NEW PROJECTS INC. 7893853 LONG TERM ACCRUED EMPLOYEE BENEFITS 7319726 DUE TO AHRC NYC PROPERTIES INC. 3337210 117632420 X PART V, LINE 4: THE FUND WAS ESTABLISHED TO FACILITATE VARIOUS AHRC PROGRAMS. THE INCOME AND APPRECIATION OF THE FUND IS TO BE USED FOR THE PURPOSE OF DEFRAYING THE EXPENSES FOR SUMMER CAMP AND RECREATIONAL PROGRAMS. PART X, LINE 2: NYSARC, INC., NEW YORK CITY CHAPTER IS INCLUDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS OF NYSARC, INC., NEW YORK CITY CHAPTER AND AFFILIATES. THE BELOW FIN-48 FOOTNOTE IS REPRODUCED FROM THE CONSOLIDATED FINANCIAL STATEMENTS. AHRC IS ORGANIZED UNDER THE NOT-FOR-PROFIT CORPORATION LAW OF THE STATE OF NEW YORK. NYSARC, INC., NEW YORK CITY CHAPTER, SUPERIOR, HOME CARE, DEVELOPMENT, GUARDIANSHIP FUND, AND NEW PROJECTS HAVE BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. PROPERTIES HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501 (C)(2) OF THE INTERNAL REVENUE CODE. AHRC IS CURRENT WITH RESPECT TO ITS FEDERAL AND STATE INCOME TAX FILING REQUIREMENTS. MANAGEMENT IS NOT AWARE OF ANY ISSUES OR CIRCUMSTANCES THAT WOULD UNFAVORABLY IMPACT ITS TAX EXEMPT STATUS. MANAGEMENT HAS DETERMINED THAT AHRC HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. 1 STIPENDS 169 11714 0 PART I, LINE 2: NYSARC, INC. NEW YORK CITY CHAPTER OFFERS A STIPEND TO PARTICIPANTS IN ITS TRAIN & EARN PROGRAM. THIS TRAINING PROGRAM IS AVAILABLE TO NEW YORK CITY RESIDENTS WHO ARE OUT OF SCHOOL AND NOT CURRENTLY EMPLOYED, AGES 16-24, WITH OR WITHOUT A DEVELOPMENTAL DISABILITY WHO ARE PREPARING FOR A CAREER IN ENVIRONMENTAL SERVICES THROUGH CLASSROOM TRAINING. X X X X X 0 1 0 0 0 0 0 1 0 MARCO DAMIANI CHIEF EXECUTIVE OFFICER 549776 0 16710 0 74897 0 36800 0 38455 0 716638 0 0 0 AMY WEST EVP / CHIEF FINANCIAL OFFICER 364728 0 11003 0 5462 0 35241 0 31042 0 447476 0 0 0 GAIL SCHMERTZ-KERNER EVP/CHIEF LEGAL OFFICER 332705 0 10179 0 5023 0 33254 0 35033 0 416194 0 0 0 SHARON FONG CHIEF HUMAN RESOURCES OFFICER 293956 0 8710 0 4199 0 32982 0 27299 0 367146 0 0 0 HARVEY MIZRACH THRU 0425 VP, RATE SETTING & BUDGETS ADVISOR 321663 0 0 0 9562 0 8930 0 10832 0 350987 0 0 0 IRVIN RODRIGUEZ CHIEF TECHNOLOGY OFFICER 275322 0 0 0 12604 0 0 0 50148 0 338074 0 0 0 MICHAEL WEINBERG VP - RESIDENTIAL & HOUSING SOLUTIONS 263123 0 0 0 10876 0 22342 0 40506 0 336847 0 0 0 KATHLEEN BRODERICK SENIOR PROGRAM ADVISOR 260864 0 7644 0 8303 0 32032 0 1156 0 309999 0 0 0 CHRISTINA MUCCIOLI BOARD MEMBER (AS OF 07/24) 231382 0 0 0 11570 0 3116 0 25283 0 271351 0 0 0 ELIZABETH LYNAM EVP FORMER CHIEF PROGRAM OFFICER 45941 0 0 0 78062 0 0 0 275 0 124278 0 0 0 PART I, LINE 4B THE ORGANIZATION MAINTAINS A SUPPLEMENTAL PLAN (THE "SERP") THAT PROVIDES A LUMP SUM BENEFIT, GENERALLY AT RETIREMENT FOLLOWING 30 YEARS OF SERVICE, EQUAL TO AN ANNUITY PAYING THE PARTICIPANT 60% OF THE PARTICIPANT'S FINAL COMPENSATION FROM THE ORGANIZATION. THE BENEFIT IS PRORATED IN THE CASE OF EMPLOYEES WITH LESS THAN 30 YEARS OF SERVICE. THE TOTAL BENEFIT IS REDUCED BY ALL OTHER AHRC NYC RETIREMENT INCOME SOURCES (BOTH EMPLOYER FUNDED AND EMPLOYEE FUNDED, INCLUDING THE ORGANIZATION'S RETIREMENT PLAN). THE 457(B) COMPONENT OF THE PLAN VESTS IMMEDIATELY. THE 457(F) COMPONENT OF THE PLAN IS FULLY VESTED AT THE EARLIEST OF AGE 65, DEATH, DISABILITY OR INVOLUNTARY TERMINATION OF EMPLOYMENT. BENEFIT DISTRIBUTIONS IN CERTAIN YEARS MAY APPEAR HIGH DUE TO THE FACT THAT BENEFITS ACCRUE OVER VERY LONG PERIODS OF TIME BUT ARE THEN DISTRIBUTED IN THEIR ENTIRETY IN A LUMP SUM AT RETIREMENT AGE. ESSENTIALLY, THE LUMP SUM REPRESENTS AN AMOUNT THAT IS EQUIVALENT TO A DISTRIBUTION THAT COVERS A 20 YEAR "ANNUITY LIKE" DISTRIBUTION. IN MARCH 2012, A NEW SERP II WAS CREATED THAT WILL GENERALLY PROVIDE EXECUTIVES A GROSS ANNUAL DEFINED CONTRIBUTION BENEFIT OF 10% OF THE EXECUTIVE'S BASE PAY. THE FOLLOWING INDIVIDUALS REPORTED ON THE 990 ARE ELIGIBLE TO RECEIVE EMPLOYER CONTRIBUTIONS TO AHRC'S SECTION 457(F) PLANS: MARCO DAMIANI AMY WEST HARVEY MIZRACH KATHLEEN BRODERICK GAIL SCHMERTZ-KERNER ELIZABETH LYNAM DURING CALENDAR YEAR 2024, THE FOLLOWING INDIVIDUALS RECEIVED EMPLOYER CONTRIBUTIONS INTO AND DISTRIBUTIONS FROM THEIR SECTION 457(F) PLANS: MARCO DAMIANI - $ 40,687 MR. DAMIANI EMPLOYER FUNDED SECTION 457F CONTRIBUTION OF $ 40,687 VESTED IMMEDIATELY AND IS REPORTED IN FORM 990, SCHEDULE J, COLUMN (B)(III). PART I, LINE 7 GAIL SCHMERTZ, EVP/CHIEF LEGAL OFFICER, SHARON FONG, VP, WORKFORCE DEVELOPMENT & TALENT, AND KATHLEEN BRODERICK, CHIEF PROGRAM OFFICER RECEIVED A BONUS IN CALENDAR YEAR 2024 BASED ON MEETING CERTAIN OBJECTIVE PERFORMANCE CRITERIA/METRICS. THESE BONUSES WERE AUTHORIZED BY MANAGEMENT. THE INDIVIDUALS NOTED ABOVE HAD NO INPUT INTO THE AWARDING OF THEIR OWN BONUSES. CHIEF EXECUTIVE OFFICER, MARCO DAMIANI, AND EVP/CHIEF FINANCIAL OFFICER, AMY WEST, AND EVP/CHIEF PROGRAM OFFICER, ELIZABETH LYNAM, PROVIDE SERVICES TO THE AFFILIATED ORGANIZATIONS LISTED IN SCHEDULE R OF THE FORM 990 IN THEIR RESPECTIVE CAPACITIES AS CEO AND CFO; NEITHER RECEIVES ADDITIONAL COMPENSATION FOR PROVIDING THESE SERVICES. FORM 990, PART III, LINE 1 AHRC'S VISION IS TO HELP CREATE A WORLD WHERE THE POWER OF DIFFERENCES IS EMBRACED, VALUED AND CELEBRATED. AHRC'S MISSION IS TO ADVOCATE FOR PEOPLE WITH INTELLECTUAL, DEVELOPMENTAL, AND OTHER DISABILITIES TO LEAD FULL AND EQUITABLE LIVES. WE'RE FIERCELY COMMITTED TO ACHIEVING EQUITY FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN NEW YORK CITY. AT AHRC NEW YORK CITY, A CHAPTER OF THE ARC NEW YORK, WE TOUCH THE LIVES OF MORE THAN 15,000 PEOPLE ANNUALLY. WE UPHOLD THE HIGHEST STANDARDS IN SUPPORTING PEOPLE TO LEAD FULL AND EQUITABLE LIVES AND ARE PART OF AN INCLUSION MOVEMENT GROUNDED IN OUR COMMON HUMANITY. OUR 5,000 STAFF ARE DEVOTED TO THE HIGHEST LEVELS OF EXCELLENCE AND INNOVATION IN ALL ASPECTS OF THEIR WORK TO ACTIVELY CREATE A WORLD WHERE PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TRULY BELONG. WE'RE MEETING OUR OBJECTIVES BY NOT ONLY PROVIDING SUPPORTS TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, BUT BY ALSO CALLING FOR CHANGE IN LEGISLATION AND PUBLIC POLICY, AND ADVOCATING FOR BETTER EDUCATION, LIVING ARRANGEMENTS, PROSPECTS FOR WORK AND FULLER LIVES IN THE COMMUNITY. WE'RE AN OVER 75-YEAR-OLD FAMILY GOVERNED ORGANIZATION, AMONG THE VERY BEST CHAMPIONS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN NEW YORK CITY AND BEYOND. THE NUMBER OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IS GREAT AS ARE THE INEQUITIES THEY FACE IN A WORLD THAT STILL PERPETUATES AN "US AND THEM" MENTALITY. FORM 990, PART VI, SECTION A, LINE 6 THE ARC NEW YORK IS A UNITARY CORPORATION CONSISTING OF ITS 36 CHAPTERS. NYSARC, INC. NEW YORK CITY CHAPTER IS ONE DIVISION OF THE CORPORATION. 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 ALTERNATIVE GOVERNOR WITH A WEIGHTED VOTE BASED ON MEMBER. THE CORPORATION THROUGH ITS BYLAWS DELEGATES DAY-TO-DAY OPERATING AUTHORITY TO THE CHAPTER'S 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. 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. NYSARC, INC. NEW YORK CITY CHAPTER'S OFFICERS AND DIRECTORS ARE NOMINATED BY THE CHAPTER'S NOMINATING COMMITTEE AND ELECTED AT THE CHAPTER'S ANNUAL MEETING DURING THE MONTH OF JUNE. FORM 990, PART VI, SECTION A, LINE 7B CHAPTER BYLAW AMENDMENTS ARE SUBJECT TO THE BOARD OF GOVERNORS' APPROVAL. ANY ACTION OF THE BOARD OF GOVERNORS MAY BE REVIEWED AT THE SUCCEEDING DELEGATE ASSEMBLY. NO ACTION OF THE GOVERNORS THAT AFFECTS THE IRREVOCABLE RIGHTS OF THIRD PARTIES MAY BE RESCINDED. CORPORATE BYLAW AMENDMENTS ARE SUBJECT TO APPROVAL BY A MAJORITY OF CHAPTERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, WHICH SERVED AS PAID PREPARER, WITH ASSISTANCE FROM THE STAFF OF NYSARC (NEW YORK CITY CHAPTER (AHRC NYC)). A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE AUDIT COMMITTEE AND THEN TO THE FULL BOARD OF THE ORGANIZATION IN EITHER PAPER OR ELECTRONIC FORM FOR DISCUSSION AND COMMENT. EACH INDIVIDUAL IS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VERY CAREFULLY. DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST UPON JOINING THE ORGANIZATION, WHEN A CONFLICT ARISES, AND ANNUALLY BY FILLING OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DISCLOSURE STATEMENT IS PROVIDED TO THE COMPLIANCE DEPARTMENT OF THE ORGANIZATION. ANY CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE. DECISIONS RELATING TO CONFLICTS ARE ALSO DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE COMPOSED ENTIRELY OF INDEPENDENT DIRECTORS REVIEWS THE COMPENSATION OF ALL EMPLOYEES IDENTIFIED AS HAVING SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION. THIS REVIEW INCLUDES, AMONG OTHERS, THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, CHIEF PROGRAM OFFICER, AND CHIEF HUMAN RESOURCES OFFICER. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHO PROVIDES AN OPINION THAT BOTH THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE CONSULTANT PROVIDES COMPARATIVE COMPENSATION DATA FROM SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE EMPLOYEES IN EXCESS OF MARKET NORMS AND REMAINS ALIGNED WITH THE COMMITTEE'S PHILOSOPHY OF MAINTAINING TOTAL COMPENSATION AT OR NEAR THE MEDIAN OF THE MARKET. THE ORGANIZATION MOST RECENTLY COMMISSIONED A COMPREHENSIVE COMPENSATION STUDY IN OCTOBER 2024 FROM AN INDEPENDENT THIRD PARTY CONSULTANT TO CONFIRM THAT AHRC CONTINUES TO PROVIDE MARKET BASED COMPENSATION CONSISTENT WITH ITS PEER GROUP IN THE NEW YORK MARKETPLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST, AND AT MANAGEMENT'S DISCRETION. FORM 990, PART VII: BOARD MEMBER, CHRISTINA MUCCIOLI, RECEIVED COMPENSATION IN CALENDAR YEAR 2024 FOR HER ROLE AS AN EMPLOYEE OF THE ORGANIZATION THROUGH JUNE OF 2024; SHE DID NOT RECEIVE ANY COMPENSATION FOR HER ROLE AS A BOARD MEMBER. FORM 990, PART XI, LINE 9: PENSION RELATED CHARGE OTHER THAN NET PERIODIC COSTS 86,188. AHRC NYC PROPERTIES INC 83 MAIDEN LANE NEW YORK NY 10038 133287732 HOUSING NY 501(C)(2) N/A AHRC NYC 1 AHRC HOME CARE SERVICES INC 83 MAIDEN LANE NEW YORK NY 10038 133891886 HOME CARE NY 501(C)(3) LINE 10 AHRC NYC 1 SUPERIOR DIRECT CARE INC 83 MAIDEN LANE NEW YORK NY 10038 203974791 STAFFING NY 501(C)(3) LINE 10 AHRC NYC 1 AHRC DEVELOPMENT COMPANY 83 MAIDEN LANE NEW YORK NY 10038 133131470 DEVELOPMENT NY 501(C)(3) LINE 7 AHRC NYC 1 AHRC NYC NEW PROJECTS INC 83 MAIDEN LANE NEW YORK NY 10038 133587176 HOUSING NY 501(C)(3) LINE 12A, I AHRC NYC 1 AHRC NYC GUARDIANSHIP FUND INC 83 MAIDEN LANE NEW YORK NY 10038 273621220 GUARDIANSHIP NY 501(C)(3) LINE 10 AHRC NYC 1 AHRC NEW YORK CITY FOUNDATION INC 83 MAIDEN LANE NEW YORK NY 10038 133779611 FUNDRAISING NY 501(C)(3) LINE 10 AHRC NYC 1 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 1 0 0 AHRC NYC GUARDIANSHIP C 100000 FMV AHRC NYC FOUNDATION C 1177845 FMV AHRC NYC NEW PROJECTS K 4383105 FMV AHRC NYC FOUNDATION L 135269 FMV SUPERIOR DIRECT CARE L 634416 FMV SUPERIOR DIRECT CARE M 9962165 FMV SUPERIOR DIRECT CARE N 65236 FMV AHRC DEVELOPMENT CO Q 172362 FMV AHRC HOME CARE SERVICES Q 331000 FMV FORM 990, SCHEDULE R, PART V: AHRC NEW PROJECTS INC., AHRC NEW PROPERTIES, INC. AND NYSARC, INC., NEW YORK CITY CHAPTER GUARANTEE THE LINES OF CREDIT AND MORTGAGE OBLIGATIONS OF EACH RESPECTIVE ENTITY.