2017-05-09T15:06:02-05:00 2016-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2016-01-01 161544847 AL SIGL FOUNDATION INC ALSI 5854424100 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203098 THOMAS O'CONNOR PRESIDENT 5854424100 2017-05-08 1 JEFFREY PAILLE P01378272 5853811000 4.14.157.194 2017-05-08 14:45:49 ED P F810F9FE0C4C4DAD171A8C8E72DF89C05E51BF9A 0AA9C4044F0764D905EF6E7622F25D6756157E9F 2016 2021-01-29 14:40:06Z THOMAS O'CONNOR 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203098 5792522 0 X WWW.ALSIGL.ORG X 1997 NY THE AL SIGL FOUNDATION RAISES, MANAGES AND DISTRIBUTES FUNDS TO FOSTER THE GOALS OF THE AL SIGL COMMUNITY OF AGENCIES, ITS COLLABORATIVE MEMBER AGENCIES, AND THE TENS OF THOUSANDS OF CHILDREN AND ADULTS WITH DISABILITIES AND SPECIAL NEEDS WHO ARE SERVED BY THOSE AGENCIES. 31 30 0 251 0 0 4927633 1239181 0 0 578028 991835 1133 177165 5506794 2408181 2349764 1198356 0 0 0 0 0 0 942144 1102457 1020500 3452221 2218856 2054573 189325 24896964 26417302 994276 1042302 23902688 25375000 THE AL SIGL FOUNDATION RAISES, MANAGES AND DISTRIBUTES FUNDS TO FOSTER THE GOALS OF THE AL SIGL COMMUNITY OF AGENCIES, ITS COLLABORATIVE MEMBER AGENCIES, AND THE TENS OF THOUSANDS OF CHILDREN AND ADULTS WITH DISABILITIES AND SPECIAL NEEDS WHO ARE SERVED BY THOSE AGENCIES. 0 0 12746 12746 IN ITS 27TH YEAR, THE AL SIGL COMMUNITY WALKABOUT INVOLVED 600 VOLUNTEER WALKERS WHO, WITH GENEROUS CORPORATE SUPPORT, NETTED $ 76,000 FOR AL SIGL COMMUNITY OF AGENCIES AND ITS MEMBER AGENCIES. PARTICIPATING AGENCIES WERE CP ROCHESTER, EPILEPSY/PRALID, INC., MEDICAL MOTOR SERVICE, NATIONAL MULTIPLE SCLEROSIS SOCIETY UPSTATE NY CHAPTER, ROCHESTER HEARING AND SPEECH CENTER, AND ROCHESTER REHABILITATION. IN AN ATMOSPHERE OF COLLABORATION, TEAMWORK AND CELEBRATING ABILITIES, AGENCIES RAISE MONEY FOR SPECIFIC PROGRAMS AND FUNDS THAT ARE RAISED COLLECTIVELY ARE SHARED BY THE GROUP. 87500 87500 THE AL SIGL SPORTS CLASSIC IS STEEPED IN TRADITION, BEING HAILED AS ONE OF ROCHESTER'S OLDEST CHARITABLE GOLF TOURNAMENTS. THE 47TH AL SIGL SPORTS CLASSIC WHICH INCLUDED BOTH GOLF AND TENNIS TOURNAMENTS, NETTED $84,000 FOR AL SIGL COMMUNITY OF AGENCIES AND ITS MEMBER AGENCIES. AGENCIES RECEIVED GRANTS TO FUND EQUIPMENT AND PROGRAMS. ROCHESTER REHABILITATION'S DRIVEON SERVICE WILL NOW HAVE THE MEANS TO PROVIDE DRIVING INDEPENDENCE TO MORE INDIVIDUALS WITH DISABILITIES. SHARED SKI ADVENTURES CAN EMBARK ON A SAFE SKI SEASON WITH THE CERTIFICATION OF SIX VOLUNTEER SKI INSTRUCTORS. NATIONAL MS SOCIETY'S INDEPENDENCE PROGRAM WILL BE BETTER ABLE TO HELP KEEP INDIVIDUALS IN THEIR HOMES THROUGH ADAPTIVE TECHNOLOGY. THIS IS JUST A SAMPLING OF THE GOOD WORK FROM OUR MEMBER AGENCIES SUPPORTED BY THE 2016 AL SIGL SPORTS CLASSIC. 1098110 1098110 THE AL SIGL FOUNDATION IS CHARGED WITH RAISING FUNDS TO ADVANCE THE MISSION AND OBJECTIVES OF THE AL SIGL COMMUNITY OF AGENCIES AND ITS COLLABORATIVE MEMBER AGENCIES. DOLLARS RAISED ARE MANAGED AND ALLOCATED TO ONE UNIFIED GROUP OF PROGRESSIVE MEMBER AGENCIES WORKING TOGETHER TO PROVIDE VITAL SERVICES AND PROGRAMS TO THOSE WITH DISABILITIES AND SPECIAL NEEDS. THIS EMPOWERED CORE IS THEN ABLE TO BRING GREATER ABILITIES TO LIFE FOR OTHERS. 1198356 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 31 30 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X STACEY WALLENHORST 5854424100 1000 ELMWOOD AVENUE SUITE 300 ROCHESTER NY 14620 WALTER BD HICKEY JR IMMEDIATE PAST CHAIR 1.00 X 0 0 0 RANDY SCHUSTER CHAIR 1.00 X X 0 0 0 ROBERTA VAN WINKLE BOARD MEMBER 1.00 X 0 0 0 MARK BERGIN BOARD MEMBER 1.00 X 0 0 0 BARBARA PURVIS BOARD MEMBER 1.00 X 0 0 0 KAREN GALLINA BOARD MEMBER 1.00 X 0 0 0 PHILIP ANDOLINA TREASURER 1.00 X X 0 0 0 JACK W HOWITT DDS BOARD MEMBER 1.00 X 0 0 0 JOYCE WEIR PHD BOARD MEMBER 1.00 X 0 0 0 JOSEPH MORELLE JR BOARD MEMBER 1.00 X 0 0 0 JOSEPH CASION SECRETARY 1.00 X X 0 0 0 LISA NOONAN BOARD MEMBER 1.00 X 0 0 0 LINDA GARVEY BOARD MEMBER 1.00 X 0 0 0 THOMAS MULLER BOARD MEMBER 1.00 X 0 0 0 ANDREW R GALLINA BOARD MEMBER 1.00 X 0 0 0 KATHLEEN WHELEHAN VICE CHAIR 1.00 X X 0 0 0 DEBORAH WILSON BOARD MEMBER 1.00 X 0 0 0 MELANIE WOLK ESQ BOARD MEMBER 1.00 X 0 0 0 JILL CICERO BOARD MEMBER 1.00 X 0 0 0 CATHERINE FRANGENBERG BOARD MEMBER 1.00 X 0 0 0 WILLIAM F WEIR ESQ BOARD MEMBER 1.00 X 0 0 0 DANIEL M MEYERS FORMER PRESIDENT AL SIGL 40.00 0.00 X X 0 140343 102800 JAMES GROSSMAN ESQ BOARD MEMBER 1.00 X 0 0 0 DOUGLAS PHILLIPS BOARD MEMBER 1.00 X 0 0 0 ROBERT AUGUST BOARD MEMBER 1.00 X 0 0 0 SCOTT BURDETT BOARD MEMBER 1.00 X 0 0 0 MATTHEW PARRILLI BOARD MEMBER 1.00 X 0 0 0 R THOMPSON GILMAN BOARD MEMBER 1.00 X 0 0 0 JEREMY HAEFNER BOARD MEMBER 1.00 X 0 0 0 ROBERT HURLBUT BOARD MEMBER 1.00 X 0 0 0 ANN KURZ BOARD MEMBER 1.00 X 0 0 0 THOMAS WILMOT JR CHAIR BOARD OF TRUSTEES 1.00 X 0 0 0 DAVID PITCHER BOARD MEMBER 1.00 X 0 0 0 JACKIE LYTTLE BOARD MEMBER 1.00 X 0 0 0 DAVID WALBAUM FORMER VICE PRESIDENT 40.00 X 0 112594 1822 THOMAS O'CONNOR AL SIGL PRESIDENT 20.00 20.00 X 0 136517 5309 DEBRA SALMON VICE PRESIDENT (CURRENT) 40.00 X 0 75976 2090 STACEY WALLENHORST CFO 40.00 X 0 97927 4704 0 563357 116725 1 0 1 0 0 92075 1147106 1239181 499863 499863 3811889 3319917 491972 491972 491972 241589 92075 64424 177165 177165 2408181 0 0 1169000 1198356 1198356 1022 1022 13750 13750 51519 2576 48943 16771 16771 6577 6577 CONTRACTED SERVICES 705109 35255 669854 DIRECT FUNDRAISING EXPE 94842 94842 PROMOTION AND PUBLICITY 82825 82825 OTHER 48085 2405 45680 2218856 1198356 78356 942144 1373800 1998070 3438536 2064529 200000 200000 1666 10090 18837373 21034012 1045589 1110601 24896964 26417302 56953 21277 937323 1021025 994276 1042302 X 2400466 2407938 7865844 9275675 13636378 13691387 23902688 25375000 24896964 26417302 189325 1252962 97645 -67620 0 X X 0 1 X 1 0 X 7581513 2806491 4896952 4897543 1422346 21604845 7581513 2806491 4896952 4897543 1422346 21604845 10287198 11317647 266822 427352 487672 435116 510988 2127950 23732795 0.47690 0.54290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15974687 55009 1766914 640041 17156569 20420545 7894 -563737 750289 3139726 15974687 18874667 1997973 967197 1419292 20420545 16210982 429903 3062443 828661 18874667 8866787 6234156 1228370 118331 16210982 0.00000 0.80000 0.20000 0 0 0 DUE TO AL SIGL 356533 OTHER AMOUNTS COMMITTED UNDER ENDOWMENT SPENDING POLICY 432411 AMOUNTS DESIGNATED FOR SPECIFIC UNRELATED AGENCIES 232081 1021025 3850433 1252962 192486 64424 1509872 2340561 67620 67620 2408181 2378121 94841 64424 159265 2218856 0 2218856 PART V, LINE 4: PRIOR TO 2015, THE FOUNDATION REPORTED A PORTION OF ITS UNRESTRICTED NET ASSETS AS BOARD DESIGNATED ENDOWMENT. IN 2015, THE FOUNDATION CLARIFIED ITS UNDERSTANDING OF ITS GOVERNING BOARD'S INTENT RELATED TO UNRESTRICTED FUNDS, DETERMINING THAT AMOUNTS WERE NOT ACTUALLY DESIGNATED BY THE BOARD FOR ENDOWMENT. THEREFORE, THOSE AMOUNTS INDICATED AS BOARD DESIGNATED ENDOWMENT IN PAST YEARS HAVE BEEN REMOVED FROM THE SCHEDULE IN SCHEDULE D, PART V. THIS REDUCTION OF $3,139,726 ON LINE 1F DOES NOT REPRESENT ADMINISTRATIVE EXPENSES; IT IS THE RECOGNITION OF THE CLARIFICATION OF THE BOARD'S INTENT THAT THESE FUNDS ARE NOT ENDOWMENT FUNDS. THIS CHANGE HAD NO EFFECT ON THE FOUNDATION'S TOTAL NET ASSETS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, $64,424 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, $64,424 SPORTS BENEFIT GOLF 48908 92075 -43167 44462 WINE TASTING EVENT 60521 60521 19962 2 224235 224235 333664 92075 241589 64424 64424 177165 0 EPILEPSY-PRALID INC 2 TOWNLINE CIRCLE ROCHESTER NY 14623 161422825 501(C)(3) 83027 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES MEDICAL MOTOR SERVICE OF ROCHESTER AND MONROE COUNTY INC 608 S CLINTON AVENUE ROCHESTER NY 14620 160743080 501(C)(3) 125344 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES NATIONAL MULTIPLE SCLEROSIS SOCIETY UPSTATE NY CHAPTER 1000 ELMWOOD AVENUE ROCHESTER NY 14620 160777886 501(C)(3) 84032 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES ROCHESTER HEARING & SPEECH CENTER OF ROCHESTER INC 1000 ELMWOOD AVENUE SUITE 400 ROCHESTER NY 146203004 160743137 501(C)(3) 211037 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES ROCHESTER REHABILITATION CENTER INC 1000 ELMWOOD AVENUE ROCHESTER NY 146203097 160743143 501(C)(3) 81491 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES UNITED CEREBAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 3399 WINTON ROAD ROCHESTER NY 14623 160743950 501(C)(3) 82266 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES AL SIGL CENTER FOR REHABILITATION AGENCIES INC 1000 ELMWOOD AVENUE SUITE 300 ROCHESTER NY 146203098 510243019 501(C)(3) 492671 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES MARY CARIOLA CHILDREN'S CENTER INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 160771078 501(C)(3) 20196 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES NYSARC INC MONROE COUNTY CHAPTER 2060 BRIGHTON-HENRIETTA TOWNLINE ROAD ROCHESTER NY 14623 160835172 501(C)(3) 18292 GRANT TO AFFILIATE AGENCY TO ASSIST IN HUMAN SERVICE ACTIVITIES SCHEDULE I, PART I, LINE 2: THE FOUNDATION PROVIDES FUNDING TO AGENCY MEMBERS, AFFILIATE MEMBERS AND RELATED PARTIES FROM INVESTMENTS AND FUNDRAISING ACTIVITIES. AGENCY MEMBERS, AFFILIATES AND RELATED PARTIES POSSESS EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501 (3) OF THE INTERNAL REVENUE CODE. GRANTS ALLOCATED TO AGENCIES ARE APPROVED BY THE BOARD OF DIRECTORS. FUNDS ARE USED FOR AGENCY OPERATIONS UNLESS RESTRICTIONS APPLY, IN WHICH CASE, AGENCIES ARE REQUIRED TO PROVIDE DOCUMENTED SUPPORT OF USE. X X X X 0 1 0 0 0 0 0 0 0 DANIEL M MEYERS FORMER PRESIDENT AL SIGL 0 140343 0 0 0 0 0 102800 0 0 0 243143 0 39300 PART I, LINE 4B DANIEL MEYERS, FORMER PRESIDENT OF AL SIGL CENTER FOR REHABILITATION AGENCIES, IS A PARTICIPANT IN A DEFERRED COMPENSATION PROGRAM, THE 457 (B) PLAN AND 457(F) PLAN. IN MAY 2016 MR. MEYERS RETIRED. HE WAS FULLY VESTED IN THE 457 (F) PLAN FOR A LUMP SUM OF APPROXIMATELY $131,500 WHICH WAS DISTRIBUTED IN JUNE 2016. IN 2016, MR. MEYERS SELECTED TO DEFER COMPENSATION FOR THE 457(B), WHICH WAS DISTRIBUTED ON MARCH 1, 2017. X AUDIO AND VIDEO EQUIPMENT 2 55245 FAIR MARKET VALUE X EXERCISE EQUIPMENT 2 42400 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KAREN GALLINA AND ANDREW GALLINA, FAMILY RELATIONSHIP. JOYCE WEIR AND WILLIAM WEIR, FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 AL SIGL CENTER FOR REHABILITATION AGENCIES, INC. IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A AL SIGL CENTER FOR REHABILITATION AGENCIES, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. DESIGNEES FROM THE MEMBER AGENCIES OF THE SOLE CORPORATE MEMBER ARE GIVEN REPRESENTATION ON THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 WAS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DISCLOSURE STATEMENTS ARE DISTRIBUTED TO ALL OFFICERS, DIRECTORS, TRUSTEES, AND COMMITTEE MEMBERS FOR COMPLETION. CONFIRMATION IS MADE TO INSURE THAT ALL FORMS ARE SIGNED AND RETURNED. ANY DISCLOSED CONCERNS THAT MAY REPRESENT A CONFLICT OF INTEREST, ARE REVIEWED WITH THE AUDIT COMMITTEE FOR APPROPRIATE ACTION. ALL RECIPIENTS OF THE DISCLOSURE STATEMENT ARE ALSO INSTRUCTED TO NOTIFY THE BOARD CHAIR IF IN THE FUTURE A SITUATION ARISES THAT MAY POSE A POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF THE PARENT ORGANIZATION (IN AN EXECUTIVE SESSION) COMPLETED A COMPENSATION REVIEW OF ALL OFFICERS AND KEY EMPLOYEES IN A PRIOR YEAR. THE REVIEW INCLUDED A COMPENSATION REVIEW OF LOCAL, REGIONAL, AND NATIONAL NOT-FOR-PROFIT ORGANIZATIONS. AVERAGE COMPENSATION BY ORGANIZATIONAL SIZE AND SPECIFIC JOB DESCRIPTIONS WERE USED AS COMPARABLES. SOURCE DOCUMENTS INCLUDED SEVERAL INDEPENDENT STUDIES IN ADDITION TO COMPENSATION AS REPORTED ON THE IRS FORM 990S. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE PUBLIC DISCLOSURE COPY OF OUR FORM 990 IS PROVIDED TO THE REQUESTOR. IN ADDITION, OUR ANNUAL REPORT INCLUDING OUR YEAR END FINANCIAL STATEMENT SUMMARY IS AVAILABLE UPON REQUEST OR CAN BE FOUND ON OUR WEB SITE. INFORMATION REGARDING OUR CONFLICT OF INTEREST POLICY IS INCLUDED AND AVAILABLE AS PART OF THE FORM 990. FORM 990, PART XII, LINE 2C NO CHANGES IN PROCESS AL SIGL CENTER FOR REHABILITATION AGENCIES INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 510243019 REAL ESTATE MGT FOR NOT-FOR-PROFIT AGENCIES NY 501(C)(3) LINE 10 0 ASCPROPERTIES INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 161518592 REAL ESTATE MGT FOR NOT-FOR-PROFIT AGENCIES NY 501(C)(3) LINE 10 0 ASCSANFORD STREET HOUSING INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 161509866 LOW INCOME HOUSING GENERAL PARTNER NY C 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 AL SIGL CENTER FOR REHABILITATION AGENCIES INC B 492671 AL SIGL CENTER FOR REHABILITATION AGENCIES INC P 521847 AL SIGL CENTER FOR REHABILITATION AGENCIES INC K 16771