2024-11-14T09:31:42-06:00 2023-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2023-01-01 141577715 CITIZEN ADVOCATES INC CITI 5184831251 324 COUNTY RTE 52 BLDG 1 PO BOX 6 MALONE NY 12953 JAMES D BUTTON CHIEF EXECUTIVE OFFICER 5184831251 2024-11-13 1 0 KENNETH MCGIVNEY P01324731 5184644080 2024-11-13 2023 2024-10-15 13:58:12Z JAMES D BUTTON 324 COUNTY RTE 52 BLDG 1 PO BOX 608 MALONE NY 12953 58041832 0 X CITIZENADVOCATES.NET X 1975 NY TO ASSIST PEOPLE LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AS WELL AS TO ASSIST PEOPLE WHO NEED TO HELP TO MAINTAIN MENTAL WELLNESS AND SUCCESSFULLY MANAGE ADDICTION. THE AGENCY DOES SO BY PROVIDING VARIOUS SERVICES INCLUDING OUTPATIENT CARE, HOUSING, RESIDENTIAL SERVICES, CARE COORDINATION, DAY HABILITATION, SUPPORTED EMPLOYMENT, FOOD SECURITY SERVICES AND TRANSPORTATION. 11 11 1053 11 0 0 12448397 8951449 43748655 45660117 0 0 627247 3430266 56824299 58041832 0 0 0 0 45851732 46671254 0 0 0 10820941 12244593 56672673 58915847 151626 -874015 31318658 29516284 11812773 12797696 19505885 16718588 X FOR OVER 40 YEARS, CITIZEN ADVOCATES HAS PROVIDED CARING, PROFESSIONAL, AND CERTIFIED CARE TO THOUSANDS OF INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITY, MENTAL HEALTH AND ADDICTION PREVENTION, TREATMENT, AND RECOVERY SERVICES. THE COMPANY'S WORK IS CONDUCTED BASED ON STRONG PARTNERSHIPS WITH NUMEROUS FUNDING AND OVERSIGHT SOURCES, INCLUDING THE NEW YORK OFFICES OF PERSONS WITH DEVELOPMENTAL DISABILITIES (OPWDD), MENTAL HEALTH (OMH), OFFICE OF ADDICTION SERVICES AND SUPPORTS (OASAS), AND THE NEW YORK STATE DEPARTMENT OF HEALTH (DOH). THE ORGANIZATION COORDINATES CARE FOR INDIVIDUALS OF ALL AGE LEVELS AND ABILITIES AND ARE COMMITTED TO PROVIDING LEADING EDGE CARE AND SERVICES TO RESIDENTS OF NORTHERN NEW YORK AND BEYOND FOR MANY YEARS TO COME. 0 0 16109414 17123616 COMMUNITY HOUSING AND LIVING - THE ORGANIZATION PROVIDES PERSON-CENTERED SERVICES AND SUPPORT WHILE TAILORING SUPERVISION AND CARE ACCORDINGLY. SEPARATE FACILITIES ARE MAINTAINED FOR THOSE WITH DEVELOPMENTAL DISABILITIES VERSUS THOSE WITH MENTAL ILLNESS FROM INTERMEDIATE CARE FACILITIES WITH 24-HOUR STAFF SUPERVISION AS WELL AS MORE INDEPENDENT INDIVIDUAL RESIDENTIAL ALTERNATIVES. ADDITIONALLY, THE ORGANIZATION OFFERS A NUMBER OF FAMILY SUPPORT SERVICES FOR DAY, EVENING, AND OVERNIGHT RESPITE CARE FOR THOSE FAMILIES CHOOSING TO CARE FOR THEIR FAMILY MEMBERS AT HOME. PROVIDED SERVICES TO APPROXIMATELY 140 INDIVIDUALS. 12648969 13976136 COMMUNITY ACTIVITIES - COMMUNITY ACTIVITIES AIDS PEOPLE WITH DEVELOPMENTAL DISABILITIES TO FURTHER INTEGRATE THEM INTO THEIR COMMUNITIES. THE ORGANIZATION SERVES INDIVIDUALS RANGING FROM AGES 3 TO 88 WITH A BROAD SPECTRUM OF DEVELOPMENTAL DISABILITIES PROVIDING ACCESS TO CLINICAL SERVICES AND LIFE SKILL SUPPORTS. SUPPORTS ARE PROVIDED IN PEOPLE'S OWN HOMES, CERTIFIED FACILITIES, AND THE COMMUNITY. THE ARRAY OF SERVICES CURRENTLY OFFERED THROUGH PARTICIPATION IN DAY PROGRAMS IS AVAILABLE IN NORTHERN AND SOUTHERN FRANKLIN COUNTY, AS WELL AS CLINTON AND ST. LAWRENCE COUNTIES. PROVIDED SERVICES TO APPROXIMATELY 365 INDIVIDUALS. 21391088 23250318 BEHAVIORAL HEALTH - PROVIDE INTAKE, ASSESSMENT, REFERRAL AND TREATMENT, DISCHARGE AND FOLLOW-UP SERVICES, AS WELL AS CRISIS INTERVENTION AND CASE MANAGEMENT FOR 7,899 INDIVIDUALS. 3558860 3623107 EMPLOYMENT PROGRAMS - SUPPORTS WORKING IN CONJUNCTION WITH A NUMBER OF PRIVATE ORGANIZATIONS AND COMPANIES, EMPLOYMENT PROGRAMS STRIVE TO TEACH BOTH THE FUNDAMENTALS AND ADVANCED WORK SKILLS IN ADDITION TO KNOWLEDGE SURROUNDING WORKPLACE READINESS. ULTIMATELY, WORK CENTERS AND COMMUNITY BUSINESSES SERVE AS STEPPING STONES TOWARD FUTURE JOB OPPORTUNITIES OUTSIDE OF THE STRUCTURED SUPPORT SYSTEM OF NORTH STAR INDUSTRIES AND CITIZEN ADVOCATES. PROVIDED SERVICES TO APPROXIMATELY 95 INDIVIDUALS. 3558860 3623107 53708331 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 110 0 1 1053 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X KATI JOCK 5184831251 324 COUNTY RTE 52 BLDG 1 PO BOX 608 MALONE NY 12953 DEANNA SMITH CHAIR RESIGNED 5/24/23 1.00 X 0 0 0 DALLAS SUTTON TREASURER 1.00 X X 0 0 0 LORETTA FOWLER SECRETARY 1.00 X 0 0 0 JEFFREY SPRIGGS DIRECTOR 1.00 X 0 0 0 NANCY ARQUIETT DIRECTOR 1.00 X 0 0 0 BROCK ARNOLD DIRECTOR 1.00 X 0 0 0 NICHOLAS EELLS CHAIR 1.00 X 0 0 0 MARC GITLITZ DIRECTOR 1.00 X 0 0 0 REBECCA PREVE DIRECTOR 1.00 X 0 0 0 FELIX TAM DIRECTOR 1.00 X 0 0 0 PAUL GOODROW DIRECTOR 1.00 X 0 0 0 JAMES BUTTON CHIEF EXECUTIVE OFFICER 80.00 X 330008 0 44426 KATI JOCK CHIEF OPERATIONS OFFICER 80.00 X 235748 0 30280 JOSHUA FRANK CHIEF MEDICAL OFFICER 80.00 X 461306 0 35901 JENNIFER M SIMMONS CHIEF OF STAFF 40.00 X 186519 0 11721 KRISTA BARTLETT CHIEF HUMAN RESOURCES OFFICER 80.00 X 213005 0 30777 JANE MAXWELL PSYCHIATRIST 75.00 X 352925 0 24088 RAMNEESH TREHAN PSYCHIATRIST 80.00 X 409041 0 37318 COURTNEY L FRANK SENIOR DIRECTOR OF INFORMATION AND REVENUE STRATEG 40.00 X 145961 0 6849 AMANDA TAGLIARINO SENIOR DIRECTOR OF FIELDSTONE FOUNDATION 40.00 X 136111 0 30967 JENNIFER ROWLEDGE SENIOR DIRECTOR OF OPERATIONS 40.00 X 139734 0 325 2610358 0 252652 32 0 1 0 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 AUDIT 335105 PERRY SYSTEMS INC 119 NORTH LIVINGSTON AVE LIVINGSTON NJ 07039 IT CONSULTANT 285551 NETSMART TECHNOLOGIES PO BOX 713519 PHILADELPHIA PA 19171 MEDICAL RECORD IT SUPPORT 225547 TENTH CROW CREATIVE 50 LAKESIDE AVE H4 BURLINGTON VT 05401 WEBSITE BUILDING 128172 4 8951449 8951449 FEES FOR SERVICES 900099 44226158 44226158 WORKSHOP REVENUE 900099 1433959 1433959 45660117 MANAGEMENT FEE 900099 1538118 1538118 UNCOMPENSATED CARE FUNDS 900099 1409837 1409837 OTHER 900099 482311 482311 3430266 58041832 49090383 0 0 640462 640462 36439968 34246864 2193104 9590824 8981614 609210 1829302 1418673 410629 1047178 975543 71635 3632146 3412976 219170 440252 340134 100118 47804 47804 468162 395753 72409 658566 582495 76071 EQUIPMENT 1833484 1141937 691547 GENERAL EXPENSES 1262640 1139479 123161 CONSUMER RELATED EXPENS 929574 929574 PURCHASES FOR RESALE 95485 95485 58915847 53708331 5207516 0 1173247 222385 2237876 5856347 10492416 8857734 504782 550641 12908468 3355288 9042512 9553180 7867825 4475997 31318658 29516284 7807201 5574263 1254683 764832 682864 2298493 2068025 4160108 11812773 12797696 X 19505885 16718588 19505885 16718588 31318658 29516284 X -874015 -1913282 X X 0 1 X 1 1 1 X 3654207 3578065 3441037 12448397 8951449 32073155 3654207 3578065 3441037 12448397 8951449 32073155 32073155 2092034 2363563 2175644 627247 3430266 10688754 42761909 0.75000 0.74350 X PART IV, SECTION E, LINE 2B: CITIZEN ADVOCATES, INC., THE SUPPORTED ORGANIZATION, WOULD CONTINUE TO PROVIDE SERVICES WITHIN THEIR TAX EXEMPT MISSION WITHOUT THE INVOLVEMENT OF ADVOCATE HOSTELS HOLDING, INC. WITHOUT THE SUPPORT OF ADVOCATE HOSTELS HOLDING, INC. CITIZEN ADVOCATES WOULD HOLD TITLE TO THEIR CAPITAL ASSETS AND NOT LEASE CAPITAL OWNED ASSETS BY ADVOCATE HOSTELS HOLDING, INC. PART IV, SECTION D, LINE 3: DUE TO COMMON BOARD MEMBERSHIP BETWEEN THE ORGANIZATION AND THE ORGANIZATION'S SUPPORTED ORGANIZATION, THE ORGANIZATION'S SUPPORT ORGANIZATION HAS SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR. PART IV, SECTION E, LINE 2A: ADVOCATE HOSTELS HOLDING, INC. SUPPORTS CITIZEN ADVOCATES, INC., THROUGH HOLDING TITLE TO PROPERTY AND EQUIPMENT AND MANAGING REAL ESTATE ON BEHALF OF CITIZEN ADVOCATES, INC. THROUGH PROVIDING AND MANAGING PROPERTY AND EQUIPMENT, CITIZEN ADVOCATES, INC. IS ABLE TO CARRY OUT THEIR TAX EXEMPT MISSION. ADVOCATE HOSTELS HOLDING, INC. WAS RESPONSIVE TO CITIZEN ADVOCATES, INC. THROUGH COMMON MANAGEMENT AND BOARD OF DIRECTORS, PROVIDING CITIZEN ADVOCATES, INC. A SIGNIFICANT VOICE IN THEIR DECISIONS. ADVOCATE HOSTELS HOLDING, INC. DETERMINED THEY PROVIDED SUBSTANTIALLY ALL OF ITS ACTIVITIES TO CITIZEN ADVOCATES, INC. BASED ON THE AMOUNT OF MANAGEMENT ACTIVITIES THEY PERFORM ON BEHALF OF CITIZEN ADVOCATES, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9743705 3355288 6388417 3164763 3164763 9553180 CASH SURRENDER VALUE OF OFFICER LIFE INSURANCE POLICY 448069 INVESTMENT IN HARISON PLACE 4027928 4475997 AMOUNTS DUE TO THIRD-PARTY PAYERS 2328557 DUE TO AFFILIATE 1831551 4160108 58041832 0 58041832 0 58041832 58915847 0 58915847 0 58915847 X X X 0 0 0 0 0 0 0 0 0 JOSHUA FRANK CHIEF MEDICAL OFFICER 461306 0 0 0 0 0 19800 0 16101 0 497207 0 0 0 RAMNEESH TREHAN PSYCHIATRIST 409041 0 0 0 0 0 12692 0 24626 0 446359 0 0 0 JANE MAXWELL PSYCHIATRIST 352925 0 0 0 0 0 15539 0 8549 0 377013 0 0 0 JAMES BUTTON CHIEF EXECUTIVE OFFICER 330008 0 0 0 0 0 19800 0 24626 0 374434 0 0 0 KATI JOCK CHIEF OPERATIONS OFFICER 235748 0 0 0 0 0 5654 0 24626 0 266028 0 0 0 KRISTA BARTLETT CHIEF HUMAN RESOURCES OFFICER 213005 0 0 0 0 0 12542 0 18235 0 243782 0 0 0 JENNIFER M SIMMONS CHIEF OF STAFF 186519 0 0 0 0 0 11191 0 530 0 198240 0 0 0 AMANDA TAGLIARINO SENIOR DIRECTOR OF FIELDSTONE FOUNDA 136111 0 0 0 0 0 8546 0 22421 0 167078 0 0 0 COURTNEY L FRANK SENIOR DIRECTOR OF INFORMATION AND R 145961 0 0 0 0 0 6473 0 376 0 152810 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS WILL REVIEW POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS AND RESOLVE THE CONFLICTS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY IS CONDUCTED PERIODICALLY AND THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS REQUIRED FOR PUBLIC DISCLOSURE. THE COMPANY COMPLIES WITH ALL APPLICABLE FEDERAL AND STATE REGULATIONS. FORM 990, PART XI, LINE 9: PRIOR YEAR SETTLEMENTS, NET 48,375. CONTRIBUTION FROM ADVOCATE HOSTELS HOLDING, INC. 621,540. FORGIVENESS OF DEBT FROM SUBSIDIARY -87,000. CUMULATIVE EFFECT OF ADOPTION OF NEW CREDIT LOSS STANDARD -2,466,168. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -30,029. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM PRIOR YEARS. THE BOARD OF DIRECTORS TAKES RESPONSIBILITY FOR THE AUDIT PROCESS AND ASSUMES RESPONSIBILITY FOR HIRING THE INDEPENDENT AUDITORS. ADVOCATE HOSTELS HOLDING 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 141592796 LEASE REAL ESTATE AND EQUIPMENT TO CITIZEN ADVOCATES, INC. NY 501(C)(3) LINE 12C CITIZEN ADVOCATES INC 0 JOSHUA HOUSE INC 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 161427778 RESIDENTIAL HOUSING AND DAY HABILITATION CENTER NY 501(C)(3) LINE 10 CITIZEN ADVOCATES INC 0 DAXIA INC 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 854392577 SOLE CORPORATE MEMBER OF CITIZEN ADVOCATES, INC. & ADVOCATES HOSTELS HOLDING NY 501(C)(3) LINE 13 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0