2017-02-13T13:07:07-06:00 2016-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2015-07-01 161017453 BAKER HALL BAKE 7168289500 790 RIDGE ROAD LACKAWANNA NY 14218 TERESE M SCOFIDIO CEO 7168289500 2017-02-10 1 M ELIZABETH MCMANUS P00117768 5853811000 2015 2021-01-29 14:40:06Z X BAKER VICTORY SERVICES TERESE M SCOFIDIO 790 RIDGE ROAD LACKAWANNA NY 14218 49927119 0 X WWW. BAKERVICTORYSERVICES.ORG X 1851 NY BAKER HALL DBA BAKER VICTORY SERVICES(BVS) IS DEDICATED TO FOSTERING THE HIGHEST POSSIBLE QUALITY OF LIFE AND PERSONAL ACHIEVEMENT BY PARTNERING WITH CHILDREN, ADULTS, THEIR FAMILIES AND THE COMMUNITY THROUGH A DIVERSE ARRAY OF SOCIAL, HEALTH, AND HUMAN SERVICES. 15 15 1394 75 0 0 2624686 3009711 47858373 46704806 -17986 165352 398901 4275 50863974 49884144 0 0 0 0 38121462 37848880 0 0 0 11031333 11838158 49152795 49687038 1711179 197106 25619814 28095346 16934256 19826182 8685558 8269164 X BAKER HALL DBA BAKER VICTORY SERVICES (BVS)IS DEDICATED TO FOSTERING THE HIGHEST POSSIBLE QUALITY OF LIFE AND PERSONAL ACHIEVEMENT BY PARTNERING WITH CHILDREN, ADULTS, THEIR FAMILIES AND THE COMMUNITY THROUGH A DIVERSE ARRAY OF SOCIAL, HEALTH, AND HUMAN SERVICES. 0 0 18394728 18995874 EDUCATIONAL SERVICES BAKER VICTORY SERVICES PROVIDES SCHOOL-BASED, CENTER-BASED, AND COMMUNITY-BASED EDUCATIONAL SERVICES TO MORE THAN 1,600 CHILDREN ANNUALLY FROM BIRTH TO 21 YEARS OLD. THESE PROGRAMS MEET A VARIETY OF NEEDS INCLUDING SPECIALIZED PROGRAMMING FOR CHILDREN FACING EDUCATIONAL, BEHAVIORAL, MENTAL HEALTH, OR OTHER DEVELOPMENTAL CHALLENGES. SCHOOL-AGE PROGRAMS ARE CERTIFIED BY THE NEW YORK STATE EDUCATION DEPARTMENT (NYSED). 9431923 11430628 SERVICES FOR THE DEVELOPMENTALLY DISABLED BAKER VICTORY SERVICES PROVIDES LIVING OPPORTUNITIES AND SERVICE COORDINATION SERVICES TO MORE THAN 250 ADULT INDIVIDUALS ANNUALLY WHO HAVE MILD TO PROFOUND DEVELOPMENTAL DELAYS, MULTIPLE PHYSICAL DISABILITIES, SPECIALIZED MEDICAL NEEDS, DUAL DIAGNOSIS AND/OR DEMENTIA. SERVICES INCLUDE MEDICAID SERVICE COORDINATION, INTENSIVE MEDICAL SERVICES, NURSING SUPPORTS, THERAPY SERVICES, APARTMENT LIVING, PERSON-CENTERED PLANNING AND SUPPORTS, BEHAVIORAL SUPPORTS, WELLNESS AND NUTRITION TRAINING, AND DEMENTIA/MEMORY CARE. 6934066 8577011 RESIDENTIAL AND COMMUNITY BASED FOSTER CARE PROGRAMS BAKER VICTORY SERVICES PROVIDES RESIDENTIAL AND COMMUNITY-BASED FOSTER CARE PROGRAMS TO MORE THAN 100 YOUTH ANNUALLY THROUGH THE NEW YORK STATE FOSTER CARE SYSTEM. PROGRAMS INCLUDE RESIDENTIAL SERVICES TO MEET THE NEEDS OF BOYS AND GIRLS EXPERIENCING SEVERE EMOTIONAL, BEHAVIORAL, SOCIAL, AND/OR FAMILY PROBLEMS REQUIRING THEM TO BE PLACED OUTSIDE OF THEIR HOMES. SPECIALIZED RESIDENTIAL PROGRAMS ARE PROVIDED TO BOYS WITH MULTIPLE DIAGNOSES AND TO YOUNG GIRLS, EXPECTANT MOTHERS AND THEIR CHILDREN. BAKER VICTORY SERVICES ALSO PROVIDES COMMUNITY PLACEMENT FOSTER CARE SERVICES TO CHILDREN UNTIL THE CHILD CAN BE REUNIFIED WITH THEIR BIRTH PARENT, A RELATIVE, IS ADOPTED, OR IS OLD ENOUGH TO TRANSITION TO AN INDEPENDENT LIVING ARRANGEMENT. 9266091 7701293 OTHER PROGRAM SERVICESBAKER VICTORY ALSO PROVIDES A NUMBER OF OTHER RESIDENTIAL AND COMMUNITY BASED PROGRAMS INCLUDING A RESIDENTIAL TREATMENT FACILITY OFFERING SPECIALIZED, AROUND-THE-CLOCK CARE FOR MALES AND FEMALES (AGES 12 TO 21) WITH MENTAL HEALTH DIAGNOSES AND HOME-BASED PREVENTIVE SERVICES TO FAMILIES INVOLVED IN THE SOCIAL SERVICES SYSTEM WITH A GOAL OF PRESERVING THE FAMILY UNIT. 9266091 7701293 44026808 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 52 0 1394 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X LAUREL PARZYCH 7168289751 790 RIDGE ROAD LACKAWANNA NY 14218 REV MSGR PAUL JE BURKHARD PRESIDENT 15.00 1.00 X X 0 0 0 TERRANCE MCCANN VICE PRESIDENT 1.00 1.00 X X 0 0 0 EDWIN NEGRON TREASURER 1.00 1.00 X X 0 0 0 JENNY LANEY SECRETARY 1.00 1.00 X X 0 0 0 DR MARIANNE PARTEE BOARD MEMBER 1.00 1.00 X 0 0 0 REV ROBERT GEBHARD BOARD MEMBER 1.00 1.00 X 0 0 0 PATRICK O'LEARY BOARD MEMBER 1.00 1.00 X 0 0 0 SISTER GRACE CASCIA BOARD MEMBER 1.00 1.00 X 0 0 0 SISTER ELLEN O'KEEFE SSJ BOARD MEMBER 1.00 1.00 X 0 0 0 KATHLEEN OBSTARCZYK THROUGH 112015 BOARD MEMBER (THROUGH 11/2015) 1.00 1.00 X 0 0 0 MARTIN ERAZO JR ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 REV DANIEL F FIEBELKORN II BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN O'BRIEN BOARD MEMBER 1.00 1.00 X 0 0 0 DEACON PAUL SNYDER III BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL PORTER BOARD MEMBER 1.00 1.00 X 0 0 0 TERESE M SCOFIDIO CEO 39.00 1.00 X 192856 0 18277 LAUREL PARZYCH CFO (BEGINNING 3/2016) 39.00 1.00 X 42365 0 1344 PATRICIA RANDLE CAO 39.00 1.00 X 93087 0 9895 JEFFREY ALMETER CFO (THROUGH 11/2015) 39.00 1.00 X 53266 0 9334 PAMELA KHURANA CHILD PSYCHIATRIST 40.00 0.00 X 292303 0 38865 JOSEPH DEROSE DENTIST 0.00 40.00 X 129850 0 14459 PAULA SEPANIK DENTAL DIRECTOR 0.00 40.00 X 108240 0 0 SUE MENTECKI VP 39.00 1.00 X 121891 0 21411 1033858 0 113585 5 0 1 0 PRONEXUS LLC 171 SULLYS TRAIL PITTSFORD NY 14534 CONSULTING 391842 MBAK MEDICAL SERVICES PC 5467 COUNTRY CLUB LANE HAMBURG NY 14075 PHYSICIAN SERVICES 280748 UBMD PSYCHIATRY 462 GRIDER ST 11TH FL BUFFALO NY 14215 PSYCHIATRY SERVICES 228561 BARCLAY DAMON LLP PO BOX 1265 ALBANY NY 12201 LEGAL SERVICES 217878 DOPKINS & COMPANY LLP 200 INTERNATIONAL DR BUFFALO NY 14221 ACCOUNTING SERVICES 102300 5 166324 1374786 1249859 218742 34606 3009711 TUITION AND EDUCATION FEES 812900 19339397 19339397 MEDICAID 812900 19125757 19125757 BOARD AND OTHER PER DIEM 812900 4307889 4307889 GOVERNMENT GRANTS 812900 1357562 1357562 PRIVATE INSURANCE 812900 1259825 1259825 1314376 1314376 46704806 29424 29424 178903 42975 135928 135928 135928 0 166324 0 0 MISCELLANEOUS REVENUE 812900 4275 4275 4275 49884144 46704806 0 169627 460745 460745 28991425 26822251 2169174 1747229 1602493 144736 4486531 4257454 229077 2162950 1955576 207374 296124 158664 137460 280940 151444 129496 2129108 784840 1344268 184192 19756 164436 1010997 747025 263972 1345957 1200079 145878 186162 181530 4632 206432 182454 23978 58071 56950 1121 1056325 960498 95827 460069 424116 35953 OTHER 1353422 1348579 4843 REPAIRS AND MAINTENANCE 1301472 1204212 97260 FOOD 1023368 1023368 BAD DEBT 773313 773313 172206 172206 49687038 44026808 5660230 0 157728 205793 3705535 1458585 8798588 6610500 83584 89230 300176 298448 39886828 25082483 8485598 14804345 957297 1002695 3131308 3625750 25619814 28095346 6649826 10065794 555071 254776 224897 220081 1306219 7164151 8198243 2121380 16934256 19826182 X 7624607 7185365 1060951 1083799 8685558 8269164 25619814 28095346 X 197106 429167 -1042667 X X 0 1 X 1 0 X 951040 2624686 3009711 6585437 951040 2624686 3009711 6585437 6585437 1146 141253 33424 175823 1964 11879 275 14118 6775378 0.97200 0.95810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 34500 34500 0 PART II-B, LINE 1: BAKER HALL DBA BAKER VICTORY SERVICES (BVS) CONTRACTED WITH A LOBBYING ORGANIZATION TO REPRESENT BVS, WITH VARIOUS STATE AND LOCAL REPRESENTATIVES, WITH REGARD TO LEGISLATIVE MATTERS, THAT MAY IMPACT THE VARIOUS PROGRAMS AND/OR CORE MISSION. 0 0 447668 447668 21063602 16455749 4607853 320578 249642 70936 8413014 7041912 1371102 9641966 1335180 8306786 14804345 CLIENT FUNDS 220081 DEFERRED COMPENSATION INVESTMENT 133756 DEBT SERVICE RESERVE FUND 907150 CASH HELD IN ESCROW 25183 DUE FROM AFFILIATES 903217 INVESTMENT IN HEALTH HOMES 25000 DUE FROM OLV HOMES OF CHARITY 1411363 3625750 DEFERRED COMPENSATION 133756 LINE-OF-CREDIT 238000 INTEREST RATE SWAP LIABILITY 1042667 DUE TO GOVERNMENT AGENCIES 486119 DUE TO OLV HOMES OF CHARITY 220838 2121380 49884144 0 49884144 0 49884144 50729705 1042667 1042667 49687038 0 49687038 PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAP - $1,042,667 FRIENDS OF FATHER B 102624 102624 BV NITE 63700 63700 166324 166324 X X X X X 1 0 0 0 0 0 0 0 0 TERESE M SCOFIDIO CEO 192856 0 0 0 0 0 3840 0 14437 0 211133 0 0 0 PAMELA KHURANA CHILD PSYCHIATRIST 271803 0 0 0 20500 0 24795 0 14070 0 331168 0 0 0 X 1024 34586 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER WILL REVIEW THE FORM 990 AND UPON COMPLETION, WILL PROVIDE A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS WHO APPROVE THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, THE BOARD OF DIRECTORS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT ACKNOWLEDGING THEY ARE AWARE OF BAKER HALL'S CONFLICT OF INTEREST POLICY AND TO NOTE ANY POTENTIAL CONFLICTS. THESE STATEMENTS ARE THEN REVIEWED BY THE COMPLIANCE OFFICER AND ARE REPORTED TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS ESTABLISHED A PERFORMANCE AND COMPENSATION COMMITTEE OF INDEPENDENT MEMBERS TO EVALUATE THE CEO, ESTABLISH GOALS, CONSIDER COMPENSATION ISSUES AND REPORT OUTCOMES TO THE BOARD. THE COMMITTEE ALSO GATHERS RELEVANT MARKET INFORMATION ABOUT POSITIONS OF SIMILAR RESPONSIBILITIES AND SKILLS AND AS NEEDED, COMPENSATION CONSULTANTS ARE ENGAGED TO BROADEN INFORMATION ACCESS, AND TO ENSURE THAT THE COMPARATIVE INFORMATION IS INTERPRETED PROPERLY. THE INTELLIGENCE GATHERED DURING THAT PROCESS IS USED BY THE CEO IN CONSIDERATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. ANNUALLY, KEY EMPLOYEES' COMPENSATION, INCLUDING THE CEO'S, IS PRESENTED TO THE COMMITTEE AND REPORTED TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE RETURN AND OTHER DOCUMENTS OPEN FOR PUBLIC INSPECTION ARE AVAILABLE UPON WRITTEN REQUEST OR IN PERSON. REQUESTS FOR GOVERNING INSTRUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE CONSIDERED UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON INTEREST RATE SWAP -1,042,667. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS. THE AUDITORS MEET WITH THE AUDIT COMMITTEE PRIOR TO THE BEGINNING OF THE AUDIT, AND THEN AT THE COMPLETION OF THE AUDIT TO REVIEW THE RESULTS. OUR LADY OF VICTORY HOMES OF CHARITY 790 RIDGE ROAD LACKAWANNA NY 14218 160743191 OPERATING EXPENSES SUCH AS MIS CONSULTING, UTILITIES, REPAIRS AND MAINTENANC NY 501(C)(3) CHURCH AUXILARY 0 DIOCESE OF BUFFALO 795 MAIN STREET BUFFALO NY 14203 160743984 MULTI EMPLOYER PENSION PLAN CONTRIBUTIONS NY 501(C)(3) CHURCH 0 MOTHER OF DIVINE GRACE HOUSING DEVELOPMENT FUND COMPANY INC 790 RIDGE ROAD LACKAWANNA NY 14218 161363895 ADMINISTRATIVE CHARGES NY 501(C)(3) 509(A)(2) BAKER HALL DBA BAKER VICTORY SERVICES 1 NATIVITY HOUSING DEVELOPMENT FUND COMPANY INC 790 RIDGE ROAD LACKAWANNA NY 14218 161364007 ADMINISTRATIVE CHARGES NY 501(C)(3) 509(A)(2) BAKER HALL DBA BAKER VICTORY SERVICES 1 BAKER VICTORY HEALTHCARE CENTER 790 RIDGE ROAD LACKAWANNA NY 14218 161557074 ADMINISTRATIVE CHARGES AND DENTAL SERVICES NY 501(C)(3) 509(A)(2) BAKER HALL DBA BAKER VICTORY SERVICES 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 DIOCESE OF BUFFALO R 1761653 COST OUR LADY OF VICTORY HOMES OF CHARITY K 182558 COST OUR LADY OF VICTORY HOMES OF CHARITY C 1374786 COST OUR LADY OF VICTORY HOMES OF CHARITY E 1500000 COST OUR LADY OF VICTORY HOMES OF CHARITY P 1323790 COST BAKER VICTORY HEALTHCARE CENTER Q 1502868 COST BAKER VICTORY HEALTHCARE CENTER L 335951 COST