2024-04-09T15:20:48-05:00 2023-06-30 390859910 BAKER TILLY US LLP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2022-07-01 111666227 MERCY HOME FOR CHILDREN INC MERC 7188321075 273 WILLOUGHBY AVENUE BROOKLYN NY 11205 JANICE ARIS EXECUTIVE DIRECTOR 7188321075 2024-04-07 1 JANICE ARIS XXX-XX-XXXX 1 PATRICK YU CPA P00675982 2126976900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANICE ARIS 273 WILLOUGHBY AVENUE BROOKLYN NY 11205 31480890 0 0928 X WWW.MERCYHOMENY.ORG X 1862 NY MERCY HOME PROVIDES ESSENTIAL SERVICES FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. MERCY HOME'S MISSION IS TO ENSURE THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES THROUGH THE RECOGNITION OF EACH PERSON'S INHERENT DIGNITY AND RIGHT TO A LIFE FILLED WITH LEARNING AND LOVE. OUR MISSION IS FULFILLED IN PRACTICE THROUGH OUR CORE VALUES: RESPECT, TRUST, TEAMWORK, CARE, AND COMPASSION. 16 16 309 18 0 0 1229505 935517 22688035 21010591 1077783 383704 -8328 -60514 24986995 22269298 0 0 0 0 17915653 16661499 0 0 335504 5365888 5986292 23281541 22647791 1705454 -378493 34895075 32143235 16217696 13301837 18677379 18841398 X MERCY HOME PROVIDES ESSENTIAL SERVICES FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. MERCY HOME'S MISSION IS TO ENSURE THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES THROUGH THE RECOGNITION OF EACH PERSON'S INHERENT DIGNITY AND RIGHT TO A LIFE FILLED WITH LEARNING AND LOVE. OUR MISSION IS FULFILLED IN PRACTICE THROUGH OUR CORE VALUES: RESPECT, TRUST, TEAMWORK, CARE, AND COMPASSION. 0 0 9933186 11222159 MERCY HOME OPERATES 9 INDIVIDUALIZED RESIDENTIAL ALTERNATIVES (IRA) FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THESE FAMILY-STYLE HOMES PROVIDE 24-HOUR STAFF SUPPORT AND SUPERVISION AND OFFER RESOURCES TO HELP THEM DEVELOP SKILLS THEY NEED TO LIVE AS INDEPENDENTLY AS POSSIBLE. EACH PERSON HAS CREATIVE CHOICES IN ACTIVITIES AND ENJOY LEARNING ABOUT THINGS THAT THEY ARE INTERESTED IN. RESIDENTS ENJOY CULTURAL ACTIVITIES THROUGHOUT NEW YORK CITY. THESE HOMES HAVE AN AGGREGATE CAPACITY TO SERVE 60 PEOPLE. DURING FISCAL YEAR END 2023, THE IRA SERVED APPROXIMATELY 56 INDIVIDUALS. 9267974 9092926 DURING THE YEAR ENDED JUNE 30, 2023, MERCY HOME PROVIDED RESIDENTIAL SERVICES AND SUPPORT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. MERCY HOME OPERATES 4 INTERMEDIATE CARE FACILITIES (ICF) WHICH PROVIDE 24-HOUR STAFFING SUPPORT, INCLUDING CLINICAL AND DIRECT SUPPORT SERVICES. RESIDENTS ENJOY LEARNING SKILLS THAT FOSTER INDEPENDENCE. THEY PARTICIPATE IN RECREATIONAL AND CULTURAL ACTIVITIES THROUGHOUT BROOKLYN, QUEENS AND LONG ISLAND. OUR HOMES HAVE AN AGGREGATE CAPACITY TO SERVE A TOTAL OF 48 INDIVIDUALS AT A TIME. DURING FISCAL YEAR END 2023, THE ICFS PROVIDED A HOME TO 47 INDIVIDUALS. 520317 407300 MERCY HOME'S RESPITE AND COMMUNITY HABILITATION PROGRAMS SERVED 39 PEOPLE WITH AUTISM SPECTRUM DISORDER AND OTHER DEVELOPMENTAL DISABILITIES. THE PROGRAM COUNSELORS GUIDE THE PROGRAM THAT OFFERS A VARIETY OF ACTIVITIES FOCUSED ON RECREATION, COMMUNITY INCLUSION, THERAPEUTIC GROWTH, AND SKILL BUILDING. PARTICIPANTS VISIT LOCAL CAFES AND RESTAURANTS, MUSEUMS, LIBRARIES, AND PARKS. 251848 288206 MERCY HOME OPERATES DAY HABILITATION, CREATIVE ART AND PLAN AND GIVING PROGRAMS SUPPORTING OVER TWO HUNDRED INDIVIDUALS WITH INTELLECTUAL DISABILITIES. THE INDIVIDUALS PARTICIPATE IN ART, MUSIC, DRAMA, HORTICULTURAL AND YOGA THERAPY GUIDED BY A LICENSED THERAPIST. THE PROGRAMS ARE DESIGNED TO HELP THE INDIVIDUALS MANAGE THEIR EMOTIONS, SOCIALIZE AND GAIN SKILLS THAT ENCOURAGE INDEPENDENCE. 251848 288206 19973325 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 33 0 309 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JANICE ARIS 7188321075 273 WILLOUGHBY AVE BROOKLYN NY 11205 DONNA T WHITEFORD CHAIR 1.00 0.00 X X 0 0 0 FRANK FELLONE III VICE CHAIR 1.00 0.00 X X 0 0 0 ANTHONY J SIMEONE TREASURER 1.00 0.00 X X 0 0 0 SR FRANCES PICONE SECRETARY 1.00 0.00 X X 0 0 0 SR THERESA AGLIARDI RSM BOARD MEMBER 1.00 0.00 X 0 0 0 FATHER THOMAS AHERN BOARD MEMBER 1.00 0.00 X 0 0 0 KERIN E COUGHLIN BOARD MEMBER 1.00 0.00 X 0 0 0 SR MARGARET DEMPSEY BOARD MEMBER 1.00 0.00 X 0 0 0 SR LINDA ESPOSITO RSM BOARD MEMBER 1.00 0.00 X 0 0 0 LISA P GOLDSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 RICKY JAIN CPA BOARD MEMBER 1.00 0.00 X 0 0 0 CASEY MCKEE BOARD MEMBER 1.00 0.00 X 0 0 0 RAYMOND QUAN BOARD MEMBER 1.00 0.00 X 0 0 0 VINCENT SIASOCO MD MBA BOARD MEMBER 1.00 0.00 X 0 0 0 TIMOTHY SOLBERG BOARD MEMBER 1.00 0.00 X 0 0 0 SHEA KERR BOARD MEMBER 1.00 0.00 X 0 0 0 JANICE ARIS EXECUTIVE DIRECTOR 35.00 0.00 X 220922 0 41998 MAVERLY DENNIS DIRECTOR OF NURSING 35.00 0.00 X 152033 0 20325 DORETH EDWARDS CHIEF COMPLIANCE OFFICER 35.00 0.00 X 104523 0 18842 477478 0 81165 3 0 1 0 ESSENTIAL THERAPY SERVICES 2703 MILBURN AVENUE BALDWIN NY 11510 OT & PT SERVICES 154263 RAHIL CONTRACTING 504 BEVERLY ROAD BROOKLYN NY 11218 CONSTRUCTION 146176 MHH CLINICAL SERVICES PLLC 76-49 HEWLETT STREET NEW HYDE PARK NY 11040 NURSING SERVICES 131163 BAKER TILLY US LLP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 AUDIT & TAX SERVICES 103740 4 151452 35000 46791 702274 935517 INDIVIDUAL RESIDENT ALTERNATIVES 623000 11222159 11222159 INTERMEDIATE CARE FACILITIES 623000 9092926 9092926 SATURDAY RESPITE PROGRAM 623000 407300 407300 DAY HABILITATION 623000 288206 288206 21010591 436110 436110 9062601 9115007 -52406 -52406 -52406 35800 151452 96585 -60785 -60785 OTHER INCOME 900099 271 271 271 22269298 21010591 0 323190 253395 253395 10618255 9611340 802917 203998 166113 124972 32150 8991 4519011 4332507 151415 35089 1104725 986946 98075 19704 29490 22093 7397 96000 96000 1332 1332 118614 118614 613894 531492 76003 6399 832059 560732 234808 36519 1183100 1035862 147238 90649 84574 5980 95 273498 124133 149365 396814 383353 13461 570089 517426 49747 2916 MEDICAID FACILITY ASSES 526960 526960 MAINTENANCE AND REPAIRS 487320 450441 35879 1000 FOOD 457186 437219 16575 3392 CLIENT ACTIVITIES 169357 169357 139930 72586 49943 17401 22647791 19973325 2338962 335504 5913762 2848922 2663903 1680478 1373386 1949583 174518 338641 15258152 8332445 6995641 6925707 14121321 14879841 3652544 3520063 34895075 32143235 3851210 1866853 2155000 2204500 2653106 2561392 332810 431739 3037232 2028147 4188338 4209206 16217696 13301837 X 18186304 18051416 491075 789982 18677379 18841398 34895075 32143235 -378493 542512 0 X 0 1 X 1 0 X 1730260 502386 3296769 1229505 935517 7694437 1730260 502386 3296769 1229505 935517 7694437 1545734 6148703 383446 377742 351997 360505 436110 1909800 28976 18410 33391 36071 116848 9721085 99725069 0.63250 0.78470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 6,080. 2019 AMOUNT: $ 1,026. 2022 AMOUNT: $ 271. IRS NYS REFUND - 2018 AMOUNT: $ 6,896. 2019 AMOUNT: $ 6,810. BOND REFUND - 2018 AMOUNT: $ 1,000. ESCROW REFUND - 2019 AMOUNT: $ 10,000. ENTERPRISE AUTO REIMBURSEMENT - 2020 AMOUNT: $ 33,391. FUNDRAISING INCOME - 2018 AMOUNT: $ 15,000. 2019 AMOUNT: $ 574. 2022 AMOUNT: $ 35,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1332 1332 0 PART II-B, LINE 1: MERCY HOME FOR CHILDREN, INC. IS A MEMBER OF THE IAC. AS A MEMBER $1,332 OF ANNUAL DUES PAID TO THE COALITION REPRESENT FUNDS USED FOR GOVERNMENT RELATIONS REPRESENTATION. 0 1 X 2625050 2625050 6452860 4470050 1982810 3293387 2667634 625753 1598631 1194761 403870 1288224 1288224 6925707 OTHER ASSETS 9747 ASSETS WHOSE USE IS LIMITED 103635 CUSTODIAL FUNDS 431739 RIGHT OF USE OPERATING (ROU) LEASES, NET 2974942 3520063 DUE TO NYS OPWDD 1138184 OPERATING LEASE LIABILITIES 3071022 4209206 X 22789781 542512 -22029 520483 22269298 0 22269298 22625762 96585 96585 22529177 118614 118614 22647791 PART IV, LINE 2B: CUSTODIAL ACCOUNTS ARE MAINTIANED FOR THE BENEFIT OF ASSURING THE SAFETY AND SECURITY OF CLIENTS' FUNDS. CLIENTS DEPOSIT PERSONAL FUNDS IN MERCY HOME ACCOUNTS TO BE DISBURSED UPON REQUEST. PART X, LINE 2: MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") NO. 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -118,614. SPECIAL EVENT DIRECT EXPENSES 96,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 96,585. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 118,614. GALA 157356 121556 35800 52563 2800 22602 ARTS SHOW 22917 22917 7120 7100 1 6979 6979 3850 550 187252 151452 35800 52563 10970 2800 30252 96585 -60785 X X X X X 0 0 0 0 0 0 0 0 0 JANICE ARIS EXECUTIVE DIRECTOR 220922 0 0 0 0 0 12600 0 29398 0 262920 0 0 0 MAVERLY DENNIS DIRECTOR OF NURSING 152033 0 0 0 0 0 8187 0 12138 0 172358 0 0 0 A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 64990GLA8 2019-04-10 2955000 ACQUISITION, CONSTRUCTION, RENOVATION AND FURNISHING CERTAIN FACILITIES 0 0 1 A 523608 2955000 98726 27498 2828776 2020 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK DATE THE REBATE COMPUTATION WAS PERFORMED: 08/21/2022 MARC MCDONNOUGH SON OF JANICE ARIS, EXECUTIVE DIRECTOR 53169 RECEIVED COMPENSATION AS AN EMPLOYEE OF ORGANIZATION. MARC DOESN'T WORK DIRECTLY FOR JANICE AND JANICE DOESN'T HAVE CONTROL OVER MARC'S SALARY. 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE ABILITY TO MAKE DECISIONS ON BEHALF OF THE BOARD WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS COMPRISED OF THE PRESIDENT AND LEADERSHIP OF THE INSTITUTE LEADERSHIP TEAM OF SISTERS OF MERCY OF THE AMERICAS, A PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH ("SMA"). FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE RESERVED POWERS AS SPECIFIED IN THE BYLAWS OF THE ORGANIZATION. THE MEMBERS HAVE CREATED A SPONSOR COUNCIL TO WHOM THEY HAVE DELEGATED AUTHORITY OVER CERTAIN OF THE RESERVED POWERS. FORM 990, PART VI, SECTION A, LINE 7B BOARD ACTION IS SUBJECT TO THE RESERVED POWERS OF THE MEMBERS OF THE CORPORATION AND SPONSOR COUNCIL WITH RESPECT TO THOSE RESERVED POWERS WHICH HAVE BEEN DELEGATED TO THEM BY THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IN DRAFT FORMAT. EACH PAGE OF THE 990 IS REVIEWED AT SUCH TIME. THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE APPROVE THE 990 WITH THE FINAL COPY BEING SHARED WITH THE ENTIRE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST EXISTS WHEN THE INTERESTS OR CONCERNS OF A BOARD MEMBER, AN EMPLOYEE, INDEPENDENT CONTRACTOR, VOLUNTEER OR VENDOR (PROFESSIONAL) OR ANY MEMBER OF HIS/HER IMMEDIATE FAMILY, PARTY, GROUP, OR ORGANIZATION IN WHICH THE PROFESSIONAL IS ACTIVELY INVOLVED, MAY BE SEEN AS COMPETING WITH THE INTERESTS OF MERCY HOME. A CONFLICT OF INTEREST MAY ARISE WHENEVER A PROFESSIONAL OR A MEMBER OF HIS/HER IMMEDIATE FAMILY (1) HAS AN EXISTING RELATIONSHIP, WHICH COULD IMPAIR THE EXERCISE OF INDEPENDENT JUDGMENT ON BEHALF OF MERCY HOME OR (2) MAY RECEIVE MATERIAL/FINANCIAL BENEFIT FROM INFORMATION LEARNED DURING THE COURSE OF EMPLOYMENT, OR BUSINESS RELATIONSHIP WITH MERCY HOME. PROFESSIONALS MUST NOT ONLY AVOID SITUATIONS WHICH GIVE RISE TO OR COULD GIVE RISE TO A CONFLICT OF INTEREST BUT MUST ALSO AVOID THOSE SITUATIONS WHICH CREATE THE APPEARANCE OF A CONFLICT OF INTEREST. TO AVOID THE FACT OR APPEARANCE OF ANY SUCH CONFLICT IT IS NECESSARY FOR ALL PARTIES TO MAKE FULL DISCLOSURE OF INDIVIDUAL INTERESTS THAT ARE, OR MAY APPEAR TO BE IN CONFLICT WITH INTERESTS OF MERCY HOME. BOARD MEMBERS WILL REVIEW ANY DISCLOSURE MADE BY OTHER MEMBERS. AFTER DISCLOSURE, THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE REMAINING MEMBERS DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. THE BOARD MEMBER INVOLVED MUST ABSTAIN FROM DISCUSSING AND VOTING ON ANY MATTERS WHERE THE CONFLICT OR THE POTENTIAL FOR CONFLICT EXISTS. ALL ABSTENTION WILL BE RECORDED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND EVALUATED AT LEAST ANNUALLY BY THE COMPENSATION AND EVALUATION COMMITTEE, A GROUP OF 2 TO 3 MEMBERS OF THE BOARD. THIS EVALUATION CONSIDERS A COMBINATION OF PERSONAL PERFORMANCE AND MARKET-RATE COMPENSATION, ENGAGING PROFESSIONAL CONSULTANTS TO ASSIST AS THE COMMITTEE DEEMS NECESSARY. THE RESULTS OF THIS COMPENSATION ANALYSIS AND RECOMMENDATION ARE PRESENTED TO THE BOARD FOR APPROVAL. THE DETERMINATION OF AN APPROPRIATE COMPENSATION LEVEL IS DOCUMENTED IN THE BOARD MINUTES. THIRD PARTIES ARE USED TO DETERMINE AND EVALUATE COMPENSATION FOR THE CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INST OF THE SRS OF MERCY OF THE AMERICAS MID-ATLANTIC 515 MONTGOMERY AVENUE MERION PA 19066 204874208 HELP WOMEN AND CHILDREN WHO ARE POOR, SICK, AND IN NEED OF EDUCATION NY 501(C)(3) LINE 1 N/A 0 MERCY HOME FOUNDATION INC 273 WILLOUGHBY AVENUE BROOKLYN NY 11205 113589875 SUPPORT ACTIVITIES OF NFP ORGANIZATIONS WHO AID PEOPLE WITH SPECIAL NEEDS NY 501(C)(3) LINE 7 MERCY HOME FOR CHILDREN INC 1 MERCY HOME HOUSING DEVELOPMENT FUND 243 PROSPECT PARK W BROOKLYN NY 11215 743251439 DEVELOP HOUSING FOR PERSONS OF LOW INCOME WHO HAVE DEV DISABILITIES NY 501(C)(3) LINE 7 MERCY HOME FOR CHILDREN INC 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0