2022-10-20T13:18:33-05:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 141577715 CITIZEN ADVOCATES INC CITI 5184831251 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 JAMES D BUTTON CHIEF EXECUTIVE OFFICER 5184831251 2022-10-17 1 JAMES BUTTON 999009999 CRAIG M STEVENS P00748583 5853811000 2022-10-17 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X JAMES D BUTTON 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 47844425 0 X CITIZENADVOCATES.NET X 1975 NY ASSIST THOSE WITH DEVELOPMENTAL, BEHAVORIAL, AND INTELLECTUAL CHALLENGES LIVE FULL LIVES. 8 8 992 0 0 0 3578065 3441037 40120824 42227744 0 0 2363563 2175644 46062452 47844425 0 0 0 0 34429039 35617685 0 0 0 11503503 11297426 45932542 46915111 129910 929314 26233241 27154352 9451102 10423595 16782139 16730757 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 12324318 14257310 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 200 INDIVIDUALS. 8495986 9381635 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 1,100 INDIVIDUALS. 14174938 17370847 BEHAVIORAL HEALTH - PROVIDE INTAKE, ASSESSMENT, REFERAL AND TREATMENT, DISCHARGE AND FOLLOW-UP SERVICES, AS WELL AS CRISIS INTERVENTION AND CASE MANAGEMENT FOR 8,400 INDIVIDUALS. 5730300 5389436 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 155 INDIVIDUALS. 5730300 5389436 40725542 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 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 1 100 0 1 992 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X EILEEN CAVALIER 5857529369 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 NICHOLAS EELLS PRESIDENT 1.00 X X 0 0 0 FELIX TAM DIRECTOR 1.00 X 0 0 0 DEANNA SMITH TREASURER 1.00 X X 0 0 0 LORI TOURVILLE SECRETARY 1.00 X X 0 0 0 BROCK ARNOLD DIRECTOR 1.00 X 0 0 0 PAUL GOODROW DIRECTOR 1.00 X 0 0 0 JENNIFER BILOW VICE PRESIDENT 1.00 X X 0 0 0 LORETTA FOWLER DIRECTOR 1.00 X 0 0 0 JAMES BUTTON CEO 40.00 X 317284 0 30094 KAREN LEE CHIEF FINANCIAL OFFICER 40.00 X 347538 0 10384 FRANK JOSHUA CHIEF MEDICAL OFFICER 40.00 X 602554 0 35792 JANE MAXWELL PSYCHIATRIST 37.50 X 375116 0 19741 PATRICIA COOK NURSE PRACTITIONER 40.00 X 232696 0 18027 KATI JOCK DIRECTOR OF POPULATION HEA 40.00 X 170850 0 12334 RUTH WILLIAMSON NURSE PRACTITIONER IN PSYCHIATRY 40.00 X 164062 0 21611 2210100 0 147983 7 0 1 0 MARKS PANETH 88 FROEHLICH FARM BLVD WOODBURY NY 11797 IT CONSULTANT 793941 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 AUDIT SERVICES 202787 SOTERIA BUSINESS SOLUTIONS 45 S ARROYO PARKWAY PASADENA CA 91105 HUMAN RESOURCES 176816 BARCLAY DAMON LLP 80 STATE STREET ALBANY NY 12201 LEGAL 118032 4 3441037 3441037 FEES FOR SERVICES 900099 40157592 40157592 WORKSHOP REVENUE 900099 2070152 2070152 42227744 OTHER 900099 2175644 2175644 2175644 47844425 44403388 0 0 705300 705300 28220418 25398376 2822042 855037 769533 85504 3631793 3268614 363179 2205137 1984623 220514 1650965 1028332 622633 2479307 2004348 474959 3326964 3049659 277305 880575 720714 159861 111 111 185011 133721 51290 492038 393369 98669 GENERAL EXPENSES 906616 598303 308313 CONSUMER RELATED EXPENS 861559 861559 PURCHASES FOR RESALE 427191 427191 CONSUMER WAGES AND BENE 87089 87089 46915111 40725542 6189569 0 1079632 214516 4398562 5017358 5554325 6468818 439164 465421 9618459 2572044 1815763 7046415 12945795 7941824 26233241 27154352 5978502 5952014 648422 1461535 734064 2824178 2275982 9451102 10423595 X 16782139 16730757 16782139 16730757 26233241 27154352 X 929314 -980696 X X 0 1 X 1 1 1 X 3920537 3611220 3654207 3578065 3578065 18342094 3920537 3611220 3654207 3578065 3578065 18342094 18342094 767815 1962533 2092034 2363563 2363563 9549508 27891602 33859048 0.65760 0.71140 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. 1603356 1603356 8015103 2572044 5443059 7046415 DUE FROM AFFILIATE 7481054 CASH SURRENDER VALUE OF OFFICER LIFE INSURANCE POLICY 460770 7941824 AMOUNTS DUE TO THIRD-PARTY PAYERS 2275982 2275982 46526287 -1318138 -1318138 47844425 0 47844425 46915111 0 46915111 0 46915111 PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR YEAR SETTLEMENTS -1,318,138. X X X 0 0 0 0 0 0 0 0 0 FRANK JOSHUA CHIEF MEDICAL OFFICER 602554 0 0 0 0 0 17400 0 18392 0 638346 0 0 0 JANE MAXWELL PSYCHIATRIST 375116 0 0 0 0 0 13511 0 6230 0 394857 0 0 0 KAREN LEE CHIEF FINANCIAL OFFICER 347538 0 0 0 0 0 4154 0 6230 0 357922 0 0 0 JAMES BUTTON CEO 317284 0 0 0 0 0 11702 0 18392 0 347378 0 0 0 PATRICIA COOK NURSE PRACTITIONER 232696 0 0 0 0 0 11797 0 6230 0 250723 0 0 0 RUTH WILLIAMSON NURSE PRACTITIONER IN PSYCHIATRY 164062 0 0 0 0 0 3219 0 18392 0 185673 0 0 0 KATI JOCK DIRECTOR OF POPULATION HEA 170850 0 0 0 0 0 6104 0 6230 0 183184 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: GAIN (LOSS) ON FORGIVENESS OF AMOUNT DUE (FROM) TO AFFILIATE -980,696. 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) 11C 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) 11C CITIZEN ADVOCATES INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0