2023-10-20T14:32:02-05:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 160757756 ASPIRE OF WESTERN NEW YORK INC ASPI 7165055500 2356 NORTH FOREST ROAD GETZVILLE NY 14068 JENNIFER BALL CFO 7165055500 2023-10-13 1 JENNIFER BALL XXX-XX-XXXX 1 MELISSA SLATER P01275195 5853811000 2023-10-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RENEE A FILIP 2356 NORTH FOREST ROAD GETZVILLE NY 14068 101165478 0 X WWW.ASPIREWNY.ORG X 1947 NY ASPIRE'S MISSION IS TO SUPPORT CHILDREN AND ADULTS WITH DEVELOPMENTAL AND SIMILAR DISABILITIES, HELPING THEM TO LIVE THEIR LIVES TO THE FULLEST BY PROVIDING INDIVIDUALIZED ASSISTANCE BASED ON PERSONAL CHOICES. 19 19 2007 19 0 0 1368610 12651896 71714621 87865583 741134 474827 148354 159717 73972719 101152023 0 0 0 0 60075448 75865031 0 0 0 14330741 15938476 74406189 91803507 -433470 9348516 37144710 35971642 32712465 22410359 4432245 13561283 X ASPIRE'S MISSION IS TO SUPPORT CHILDREN AND ADULTS WITH DEVELOPMENTAL AND SIMILAR DISABILITIES, HELPING THEM TO LIVE THEIR LIVES TO THE FULLEST BY PROVIDING INDIVIDUALIZED ASSISTANCE BASED ON PERSONAL CHOICES. 0 0 48269006 53124005 RESIDENTIAL OPPORTUNITIESOFFERING MANY DIFFERENT TYPES OF HOMES, THE DIVISION OF RESIDENTIAL OPPORTUNITIES PROVIDES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO LIVE IN A SETTING THAT BEST MEETS THEIR NEEDS AND DESIRES. ASPIRE OPERATES OVER 40 GROUP HOMES IN ERIE AND CHAUTAUQUA COUNTIES. SERVICES PROVIDED INCLUDE COMMUNITY HABILITATION IN THE RESIDENCES WHEN APPROPRIATE AND RESPITE BASED ON THE INDIVIDUAL'S NEEDS. 14035892 13665367 EDUCATIONAL SERVICESASPIRE TEAMS UP WITH PARENTS TO GIVE CHILDREN THE INSTRUCTION AND CARE NEEDED TO REALIZE THEIR BEST POTENTIAL. STARTED IN 1947, OUR CHILDREN'S SERVICES OFFER A WIDE RANGE OF PROGRAMS TO CHILDREN WITH DISABILITIES AND THEIR FAMILIES. THE ASPIRE CENTER FOR LEARNING PROVIDES A COMPREHENSIVE AND INDIVIDUALIZED SET OF PROGRAMS FOR CHILDREN FROM BIRTH THROUGH AGE 21. OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH THERAPY, VISION, HEALTH AND EDUCATION SERVICES ARE DELIVERED AT THE SCHOOL AS RELATED SERVICES OR PART OF A COMPLETE PROGRAM. OUR FAMILY-CENTERED APPROACH MEANS WE'LL PARTNER WITH FAMILIES, SCHOOL DISTRICTS AND COUNTIES TO PROVIDE AN INDIVIDUAL EDUCATION PROGRAM (IEP) THAT ENHANCES EACH CHILD'S GROWTH, INDEPENDENCE AND COMMUNITY PARTICIPATION. OUR FAMILY-CENTERED APPROACH MEANS WE'LL PARTNER WITH THE FAMILIES, SCHOOL DISTRICT AND COUNTIES TO PROVIDE AN INDIVIDUAL EDUCATION PROGRAM THAT ENHANCES EACH CHILD'S GROWTH, INDEPENDENCE AND COMMUNITY PARTICIPATION. SERVICES PROVIDED INCLUDE: CHILDREN'S DISCOVERY CORNER DAY CARE, EARLY INTERVENTION, INTEGRATED PRESCHOOL AND SCHOOL AGE SERVICES. 10660019 11003211 DAY HABILITATION SERVICESPERSONALIZED DAY SERVICES ARE AVAILABLE THROUGHOUT ERIE AND CHAUTAUQUA COUNTIES FOR PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES. DAY SERVICES FOCUS ON SUPPORTING INDIVIDUALIZED GOALS AND DREAMS THROUGH DIVERSIFIED SERVICES. IT ALSO INCLUDES PROGRAMS THAT HELP INDIVIDUALS PURSUE EDUCATIONAL, RECREATIONAL AND EMPLOYMENT GOALS THROUGH VOLUNTEER OPPORTUNITIES. SERVICES PROVIDED INCLUDE: COMMUNITY ENHANCED LEARNING, COMMUNITY VOLUNTEER OPPORTUNITIES, CREATIVE ART EXPRESSION, GED/CONTINUING EDUCATION, PERSONAL WELLNESS, PERSONALIZED DAY HABILITATION, SOCIAL & RECREATIONAL OPPORTUNITIES AND TECHNOLOGY SUPPORT. 12036280 12047394 OTHER PROGRAMS INCLUDE; SELF-DIRECTED SERVICES, FISCAL INTERMERDIARY SERVICES, CLIINCAL AND ADULT HEALTH SERVICES, PRIMIARY HEALTH CARE (THRU 3/31/2022), ASSISTIVE TECHNOLOGY NETWORK, MENTAL HEALTH SERVICES, REHABILITATION SERVICES, SPECIALITY SERVICES, AND MANY MORE. SELF-DIRECTED SERVICES (SDS) IS A PROGRAM FOR INDIVIDUALS WHO ARE ELIGIBLE FOR OPWDD SERVICES AND WHO ARE ENROLLED IN THE HOME AND COMMUNITY BASED SERVICES (HCBS) WAIVER WHICH PROVIDES FOR GREATHER INVOLVEMENT OF INDIVIDUALS IN DESIGNING SUPPORTS BASED ON THEIR UNIQUE STRENGTHS AND NEEDS. IT GIVES INDIVIDUALS MORE CONTROL OVER THE FUNDING USED TO BUY THEIR SERVICES. SDS INVOLVES ASSISTANCE FROM A FISCAL INTERMERDIARY TO PLAN AND MANAGE BUDGETS AND SPENDING AND BROKERTS TOASSIST WITH SELECTION OF SUPPORTS, PROGRESS TOWARDS ACCOMPLISHING IDENTIFIED GOALS, AND PARTICIPANT SATISFACTION, AS WELL AS INVOLVEMENTBY THE INDIVIDUAL'S NATURAL CIRCLE OF SUPPORT. 12036280 12047394 85001197 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 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 0 0 1 1 1 0 0 1 102 0 1 2007 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JENNIFER BALL CFO 7165055500 2356 NORTH FOREST ROAD GETZVILLE NY 14068 BENJAMIN BURGE CHAIRPERSON 4.00 3.50 X X 0 0 0 ELIZABETH KELLER VICE CHAIRPERSON (SECRETARY THRU 6/2022) 2.00 X X 0 0 0 TIMOTHY MCPOLAND TREASURER 2.00 2.00 X X 0 0 0 DANIEL GEARY CPA MBA SECRETARY 2.00 1.00 X X 0 0 0 JOHN EARSHEN DIRECTOR (CHAIRPERSON THRU 6/2022) 1.00 X 0 0 0 JULIE SZUMIGALA-FARKASH MD DIRECTOR 1.00 X 0 0 0 STEPHEN BELL DIRECTOR 1.00 X 0 0 0 JAMES CARMINATI RPA DIRECTOR 1.00 X 0 0 0 MICHAEL HASENFUSS DIRECTOR 1.00 X 0 0 0 KRISTIN KIGHT DIRECTOR 1.00 X 0 0 0 ALISON PIERCE DIRECTOR 1.00 1.00 X 0 0 0 DARRYL RUSHTON DIRECTOR 1.00 X 0 0 0 IDAJEAN WINDELL DIRECTOR 1.00 X 0 0 0 EILEEN NOSEK DIRECTOR 1.00 1.00 X 0 0 0 LINDSAY GLASSMAN DIRECTOR 1.00 X 0 0 0 BRANDY VANDERMAKR-MURRAY DIRECTOR 1.00 X 0 0 0 DANA ZAKES DIRECTOR 1.00 X 0 0 0 STEPHANIE GUADAGNA DIRECTOR 1.00 X 0 0 0 LESLIE WAGELIN CTP DIRECTOR 1.00 X 0 0 0 RENEE FILIP PRESIDENT & CEO 36.50 3.50 X 309758 0 31378 JENNIFER BALL CHIEF FINANCIAL OFFICER 38.00 2.00 X 199520 0 15233 MARIA TOGALSKI CHIEF OPERATING OFFICER 39.00 1.00 X 172362 0 15211 MELISSA ROTH CHIEF HUMAN RESOURCES OFFI 40.00 X 164055 0 22974 JANINE PALMER RESIDENTIAL HABILITATION 36.25 X 173804 0 10521 BRANDON SUMPTER RESIDENTIAL HABILITATION 36.25 X 145985 0 28892 YOLANDA DONALDSON RESIDENTIAL MEDICAL LIAISON 36.25 X 147324 0 26542 CATHERINE ADAMS RESIDENTIAL MEDICAL LIAISON 36.25 X 141460 0 28444 TIMOTHY KLOTZBIR RESIDENTIAL MEDICAL LIAISON 36.25 X 151895 0 14990 1606163 0 194185 34 0 1 0 MEDICAL STAFFING NETWORK 6551 PARK OF COMMERCE BLVD BOCA RATON FL 33487 MEDICAL SERVICES 1240424 THE ARC OF ERIE COUNTY - HERITAGE CENTER 30 WILSON ROAD WILLIAMSVILLE NY 14221 MEDICAL SERVICES 1005750 ACCESSIUM GROUP 305 SPINDRIFT DR SUITE 2 WILLIAMSVILLE NY 14221 INFORMATION & TECHNOLOGY SERVICES 441602 SUPPLEMENTAL HEALTH CARE 640 W REDSTONE CENTER DRIVE SUITE PARK CITY UT 84098 MEDICAL SERVICES 212240 PIDANICK ENTERPRISES INC 5688 BEATTIE AVE LOCKPORT NY 14094 ENVIRONMENT & SUPPORT STAFFING 164180 5 35000 12492068 124828 12651896 MEDICAID 624100 67829011 67829011 NYSED 624100 7786211 7786211 PRIVATE PAY 624100 5411532 5411532 SOCIAL SECURITY 624100 5211236 5211236 NYS OPWDD 624100 698446 698446 929147 929147 87865583 231667 231667 256615 13455 0 -13455 256615 243160 243160 MANAGEMENT FEES 900099 159717 159717 159717 101152023 88268460 0 231667 1690961 760469 930492 59142518 56535194 2607324 15031552 14110446 921106 120786 120786 115100 115100 3857101 3051706 805395 1936836 1319705 617131 633333 577912 55421 1300505 1250518 49987 390165 343709 46456 1412638 1309433 103205 483270 348843 134427 TRANSPORTATION 2489642 2469038 20604 FOOD 1140577 1139580 997 REPAIRS AND MAINTENANCE 912564 881983 30581 EMOD AND ADAPTIVE EQUI 365362 365362 780597 537299 243298 91803507 85001197 6802310 0 11951 10968 8938708 7605653 4788080 5134111 672598 647873 31773648 14405056 16985233 17368592 1129489 983182 4618651 4221263 37144710 35971642 11946507 12458704 132961 228005 5028472 4848621 968687 719186 1518645 1254671 13117193 2901172 32712465 22410359 X 4432245 13561283 4432245 13561283 37144710 35971642 X 9348516 -144437 -75041 X X 0 1 X 1 1 1 X 1814445 1474656 2159808 1368610 2651896 9469415 70611605 70684416 68722367 71714621 87865583 369598592 72426050 72159072 70882175 73083231 90517479 379068007 0 0 0 379068007 8841 31509 881243 303619 231667 1456879 8841 31509 881243 303619 231667 1456879 136593 141938 138903 148354 159717 725505 72571484 72332519 71902321 73535204 90908863 381250391 0.99430 0.99470 0.00380 0.00340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2018 AMOUNT: $ 136,593. 2019 AMOUNT: $ 141,938. 2020 AMOUNT: $ 138,903. 2021 AMOUNT: $ 148,354. 2022 AMOUNT: $ 159,717. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1975988 1975988 24719986 12576203 12143783 3890 3890 2418468 1045059 1373409 2655316 783794 1871522 17368592 RELATED PARTY RECEIVABLES 177412 CLIENT FUNDS 719186 WORKER'S COMPENSATION AGGREGATE INSURANCE RECEIVABLE 610000 INTEREST IN NET ASSETS OF ASPIRE FOUNDATION 2713467 SELF DIRECTED SECURITY DEPOSITS 1198 4221263 OBLIGATION UNDER LEASES 2331753 RELATED PARTY PAYABLE 569419 2901172 PART IV, LINE 2B: ASPIRE OF WESTERN NEW YORK INC. IS THE REPRESENTATIVE PAYEE FOR CERTAIN CONSUMERS. ASPIRE RECEIVES SOCIAL SECURITY PAYMENTS ON THEIR BEHALF AND MANAGES THESE FUNDS FOR THE CONSUMERS' BENEFIT. X X 0 0 0 0 0 0 0 0 0 RENEE FILIP PRESIDENT & CEO 242110 0 67648 0 0 0 10269 0 21109 0 341136 0 0 0 JENNIFER BALL CHIEF FINANCIAL OFFICER 168072 0 31448 0 0 0 6859 0 8374 0 214753 0 0 0 MARIA TOGALSKI CHIEF OPERATING OFFICER 145150 0 27212 0 0 0 6961 0 8250 0 187573 0 0 0 MELISSA ROTH CHIEF HUMAN RESOURCES OFFI 139010 0 25045 0 0 0 2184 0 20790 0 187029 0 0 0 JANINE PALMER RESIDENTIAL HABILITATION 120874 0 52930 0 0 0 1606 0 8915 0 184325 0 0 0 BRANDON SUMPTER RESIDENTIAL HABILITATION 103978 0 42007 0 0 0 5936 0 22956 0 174877 0 0 0 YOLANDA DONALDSON RESIDENTIAL MEDICAL LIAISON 112076 0 35248 0 0 0 3586 0 22956 0 173866 0 0 0 CATHERINE ADAMS RESIDENTIAL MEDICAL LIAISON 107062 0 34398 0 0 0 5700 0 22744 0 169904 0 0 0 TIMOTHY KLOTZBIR RESIDENTIAL MEDICAL LIAISON 100859 0 51036 0 0 0 6075 0 8915 0 166885 0 0 0 A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 NONE00000 2014-02-13 12587856 RENOVATION OF THE AGENCY'S SCHOOL 0 0 1 A 12587856 12587856 2014 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 TD BANK 15.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS PRESENTED IN DRAFT FORM TO THE ASPIRE OF WNY, INC. CFO, AND, FOLLOWING THE CFO'S APPROVAL, IS FORWARDED TO THE ASPIRE OF WNY, INC. AUDIT COMMITTEE FOR THEIR REVIEW. THE DRAFT IS THEN DISTRIBUTED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ASPIRE REQUIRES ITS BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY WHICH DETAILS ANY POTENTIAL CONFLICTS OF INTEREST. ASPIRE REVIEWS THESE CONFLICT OF INTEREST FORMS AND SUMMARIZES ANY CONFLICTS NOTED ON THE FORMS. IF THERE ARE ANY CONFLICTS NOTED THAT ARE REQUIRED TO BE DISCLOSED ON THE FINANCIAL STATEMENT OR "CONSOLIDATED FISCAL REPORTS," ANNUAL COST REPORT REQUIRED BY VARIOUS NEW YORK STATE FUNDING AGENCIES, THEY ARE DISCLOSED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED BY THE BOARD OF DIRECTORS WITH THE RESPONSIBILITY OF DETERMINING THE COMPENSATION OF THE CEO. IN THE PERFORMANCE OF THAT DUTY THE COMMITTEE USES COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND THE COMMITTEE MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF ASPIRE OF WESTERN NEW YORK, INC. ARE MADE AVAILABLE TO THE PUBLIC IN THE FOLLOWING WAYS: BY VISITING THE ASPIRE CORPORATE OFFICES AT 2356 NORTH FOREST RD. GETZVILLE, NY 14068 DURING REGULAR BUSINESS HOURS, COPIES CAN BE PROVIDED UPON REQUEST OVER THE PHONE, IN WRITING, VIA EMAIL OR THROUGH THE WEBSITE GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF ASPIRE FOUNDATION -141,175. UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT 66,134. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ANY PROCEDURES FROM THE PRIOR YEAR. UCP OPPORTUNITIES 2356 NORTH FOREST GETZVILLE NY 14068 222413292 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 UCP DEVELOPMENTS INC 2356 NORTH FOREST GETZVILLE NY 14068 222535885 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 UCP OPPORTUNITIES OF WNY INC 2356 NORTH FOREST GETZVILLE NY 14068 222537200 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 INDEPENDENT HOUSING OPPORTUNITIES INC 2356 NORTH FOREST GETZVILLE NY 14068 161453506 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 BARONE HEIGHTS INC 2356 NORTH FOREST GETZVILLE NY 14068 161478977 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 LIVING INDEPENDENTLY INC 2356 NORTH FOREST GETZVILLE NY 14068 161499331 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 ADVANCING INDEPENDENCE INC 2356 NORTH FOREST GETZVILLE NY 14068 161526043 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 SOUTH PARK SUPPORTIVE LIVING INC 2356 NORTH FOREST GETZVILLE NY 14068 311728902 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 MILLENIUM PLACE INC 2356 NORTH FOREST GETZVILLE NY 14068 161608531 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 ODYSSEY 2001 INC 2356 NORTH FOREST GETZVILLE NY 14068 030499392 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 CUSHING DEVELOPMENT CORPORATION 2356 NORTH FOREST GETZVILLE NY 14068 800204347 HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 12A, I ASPIRE OF WESTERN NEW YORK INC 1 ASPIRE FOUNDATION 2356 NORTH FOREST GETZVILLE NY 14068 222554154 FUNDRAISING NY 501(C)(3) LINE 12B, II 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 1 UCP OPPORTUNITIES INC D 172331 ACTUAL INVOICES OR ALLOCATED COST UCP OPPORTUNITIES OF WNY INC D 78471 ACTUAL INVOICES OR ALLOCATED COST UCP DEVELOPMENTS INC D 90120 ACTUAL INVOICES OR ALLOCATED COST INDEPENDENT HOUSING OPPORTUNITIES INC D 120730 ACTUAL INVOICES OR ALLOCATED COST SOUTH PARK SUPPORTIVE LIVING INC D 81014 ACTUAL INVOICES OR ALLOCATED COST ODYSSEY 2001 INC D 100961 ACTUAL INVOICES OR ALLOCATED COST BARONE HEIGHTS INC D 88117 ACTUAL INVOICES OR ALLOCATED COST CUSHING DEVELOPMENT CORPORATION D 88395 ACTUAL INVOICES OR ALLOCATED COST LIVING INDEPENDENTLY INC D 85225 ACTUAL INVOICES OR ALLOCATED COST ADVANCING INDEPENDENCE INC D 94003 ACTUAL INVOICES OR ALLOCATED COST MILLENIUM PLACE INC D 71958 ACTUAL INVOICES OR ALLOCATED COST ADVANCING INDEPENDENCE INC