NYSARC INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NYSARC INC (EIN 16-0769044)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-20
- IRS object ID
- 201612649349300526
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-20T15:44:45-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160929175 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOPKINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 INTERNATIONAL DR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142215794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160769044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK STATE ASSOCIATION FOR RETARDED | BusinessNameLine1Txt |
| Business Name Line2 | CHILDREN INC ERIE COUNTY CHAPTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWY | BusinessNameControlTxt |
| Phone | 7168564202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 OAK STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142032233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL RADECKE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7168564202 | PhoneNum |
| Signature | 2016-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PFENTNER | PreparerPersonNm |
| PTIN | P00658696 | PTIN |
| Phone | 7166348800 | PhoneNum |
| Preparation | 2016-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE CENTERS ERIE COUNTY CHAPTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM MCHUGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HERITAGE CENTERS-101 OAK STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,105,143 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1256 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGECENTERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE AGENCY IS THE LOCAL CHAPTER OF NYSARC, INC. IN ERIE COUNTY, NY WHOSE MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES IN EVERY MANNER POSSIBLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1291 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | -$66,687 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$7,287 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,349,062 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,460,871 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,603,934 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,870,807 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,305 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,214 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,630,854 | PYOtherRevenueAmt |
| CY Other Revenue | $2,991,407 | CYOtherRevenueAmt |
| PY Total Revenue | $43,625,155 | PYTotalRevenueAmt |
| CY Total Revenue | $45,317,871 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,443,761 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,105,236 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,198 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,890,808 | PYOtherExpensesAmt |
| CY Other Expenses | $8,495,514 | CYOtherExpensesAmt |
| PY Total Expenses | $43,334,569 | PYTotalExpensesAmt |
| CY Total Expenses | $43,600,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $290,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,717,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,898,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,543,982 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,264,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,097,380 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,634,616 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,446,602 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HERITAGE CENTERS, INC. SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES, AND THEIR FAMILIES, IN ACHIEVING THEIR DESIRED QUALITY OF LIFE BY CREATING OPPORTUNITIES THROUGH COMPREHENSIVE SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,827,994 | ExpenseAmt |
| Revenue | $13,763,141 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES- HERITAGE CENTERS INDIVIDUAL RESIDENTIAL ALTERNATIVES (IRAS) OFFER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES A GREATER SENSE OF FREEDOM AND INDEPENDENCE, WHILE PROVIDING THEM WITH A CLEAN AND SAFE LIVING ENVIRONMENT. IRAS OFFER A FULL RANGE OF INDIVIDUALIZED AND QUALITY SERVICES INCLUDING: NURSING, BEHAVIOR SUPPORTS AND NUTRITIONAL COUNSELING, AS WELL AS RECREATION, SOCIAL SUPPORTS AND INCLUSION OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,072,710 | ExpenseAmt |
| Revenue | $12,450,609 | RevenueAmt |
| Desc | ALLENTOWN INDUSTRIES- THE VOCATIONAL AND DAY SERVICES DIVISION OF HERTAGE CENTERS: THE EMPHASIS IS ON PRODUCTIVITY AND PREPARING ADULTS FOR THEIR RIGHTFUL PLACE IN THE WORKFORCE.SUPPORTED EMPLOYMENT PROGRAM ASSISTS INDIVIDUALS(STUDENTS IN TRANSITION AND ADULTS) WITH DISABILITIES IN LOCATING, SECURING AND RETAINING JOBS WITHIN THE COMMUNITY. WITH THE GOAL OF INDEPENDENCE AND PERSONAL GROWTH,SUPPORTED EMPLOYMENT ENCOURAGES SELF-SUFFICIENCY IN THE WORKPLACE. SERVICES OFFERED INCLUDE;JOB DEVELOPMENT, JOB COACHING, VOCATIONAL CASE MANAGEMENT, SUPERVISED WORKSITES AND TRANSITION SERVICESVOCATIONAL/DAY SERVICES-PROGRAMMING THAT IS INDIVIDUALIZED AND PROMOTES INDEPENDENCE AND PRODUCTIVITY, VOCATIONAL/DAY PROGRAMS ACCOMODATE AND COORDINATE EACH INDIVIDUALS'S NEEDS AND DESIRES. VOCATIONAL/DAY SERVICES INCLUDE BUT ARE NOT LIMITED TO:WORK ACTIVITIES, DAY HABILITATION , SUPERVISED ON-SITE WORK, CLINICAL SERVICES (OCCUPATIONAL, PHYSICAL AND/OR SPEECH THERAPY), WORK ADJUSTMENT TRAINING AND VOCATIONAL EVALUATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,149,380 | ExpenseAmt |
| Revenue | $10,717,998 | RevenueAmt |
| Desc | HERITAGE EDUCATION PROGRAM-SERVICES ARE OFFERED THROUGHOUT WESTERN NEW YORK FOR CHILDREN AGE BIRTH TO AGE 21. PROGRAMS INCLUDE THE FOLLOWING:EARLY INTERVENTION (AGES BIRTH TO 3 YEARS OLD)-HERITAGE EDUCATION PROGRAM WORKS WITH EARLY INTERVENTION OFFICIALS TO ASSESS THE NEEDS OF INFANTS AND TODDLERS WHO ARE DEVELOPMENTALLY DISABLED. SERVICES CAN BE PROVIDED IN THE CHILD'S HOME, IN COMMUNITY CHILDCARE CENTERS OR IN CENTER-BASED CLASSES. A WIDE RANGE OF SERVICES MAY INCLUDE: EVALUATIONS, SPECIAL EDUCATION, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH THERAPY, SERVICE COORDINATION, PARENT GROUPS, INFANT MASSAGE, ASSISTIVE TECHNOLOGY, FEEDING AND SWALLOWING EVALUATIONS, PROGRAM DEVELOPMENT AND MONITORING, SCHOOL NURSING AND DEVELOPMENTAL GROUPS FOR TODDLERS.PRESCHOOL (AGES 3-5 YEARS OLD)-WORKING CLOSELY WITH INDIVIDUAL SCHOOL DISTRICTS AND THE COMMITTEE ON PRESCHOOL SPECIAL EDUCATION (CPSE), SERVICES FOR INDIVIDUAL CHILDREN ARE DETERMINED. PRESCHOOL SERVICES MAY INCLUDE: EVALUATIONS, SPECIAL EDUCATION, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH THERAPY, ADAPTIVE PHYSICAL EDUCATION, BEHAVIOR MANAGEMENT PLANS, ART THERAPY, COUNSELING, PARENT TRAINING, FEEDING AND SWALLOWING EVALUATIONS, PROGRAM DEVELOPMENT AND MONITORING, SCHOOL NURSING, SOCIAL WORK AND COLLABORATIONS WITH COMMUNITY ORGANIZATIONS.SCHOOL AGE (AGES 5-21 YEARS OLD)-THE SCHOOL AGE COMPONENT OF THE HERITAGE EDUCATION PROGRAM SERVES CHILDREN BETWEEN THE AGES OF 5 AND 21 WITH DEVELOPMENTAL DISABILITIES. SCHOOL AGE PROGRAM SERVICES MAY INCLUDE: SPECIAL EDUCATION, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH/LANGUAGE THERAPY, ADAPTIVE PHYSICAL EDUCATION, BEHAVIOR MANAGEMENT PLANS, ART THERAPY, COUNSELING, PARENT TRAINING, FEEDING AND SWALLOWING EVALUATIONS, PROGRAM DEVELOPMENT AND MONITORING, SOCIAL WORK, SCHOOL NURSING, SCHOOL-TO-WORK PROGRAMMING, PREVOCATIONAL TRAINING, AND COLLABORATIONS WITH COMMUNITY ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $487,678 | $152,527 | FAMILY SUPPORT SERVICES -FAMILY SUPPORT SERVICES INCLUDE IN AND OUT HOME SUPPORT SERVICES FUNDED THROUGH OMRDD FAMILY SUPPORT SERVICES GRANTS, ERIE COUNTY DEPARTMENT OF MENTAL HEALTH, AND OTHER GOVERNMENT AND PRIVATE GRANTS AND DONATIONS. SOME OF THE FAMILY SUPPORT PROGRAMS INCLUDE AFTER SCHOOL PROGRAMS FOR TEENS, INTENSIVE PARENTING SKILLS, TRAINING FOR PARENTS WITH DEVELOPMENTAL DISABILITIES WHO HAVE CHILDREN FROM BIRTH TO 13 AND A VARIETY OF RECREATIONAL SERVICES SUCH AS WEEKLONG OVERNIGHT SUMMER CAMP, AND DAY CAMPS DURING SCHOOL RECESS PERIODS. |
| $4,453,341 | $4,727,010 | COMMUNITY SUPPORT SERVICES-INCLUDE THE FOLLOWING PROGRAMS:IN-HOME SERVICES-THE PROGRAM IS DESIGNED TO PROVIDE IN-HOME SUPPORT SERVICES TO INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED, AND THEIR FAMILIES. STAFF WORK ONE-ON-ONE PROVIDING TRAINING, EDUCATION, AND ASSISTANCE, ENCOURAGING INDIVIDUALS TO REACH THEIR HIGHEST POTENTIAL. SOME OF THE SERVICES OFFERED THROUGH THIS PROGRAM INCLUDE RESPITE AND IN-HOME HABITATION.TEEN AWARENESS PROGRAM (TAP)-TAP IS A PROGRAM DESIGNED FOR YOUNG WOMEN, AGES 13 TO 21, WHO ATTEND SPECIAL EDUCATION CLASSES. THE PROGRAM ENCOURAGES THE DELAY OF INITIAL OR RECURRING PREGNANCY AND THE COMPLETION OF EDUCATION.RECREATIONAL SERVICES-THE PROGRAM INCLUDES A VARIETY OF OPTIONS FOR YOUTH WHO ARE DEVELOPMENTALLY DISABLED AND BETWEEN THE AGES OF 5 TO 21. SOME OF THE ACTIVITIES INCLUDE: AFTER SCHOOL PROGRAMMING, WEEKLONG OVERNIGHT SUMMER CAMP,DAY CAMPS DURING THE SUMMER, WINTER AND SPRING SCHOOL BREAKS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,941,019 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,879,537 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $38,991,103 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 636 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1291 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MORTENSON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7168564201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 OAK STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR ANDREW COVEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR WINGERTER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN F ATTEA | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIELLE EISEN SHAINBROWN ESQ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY QUENNEVILLE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GAYE COSTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES J ROONEY ESQ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARENZ PICKENS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER J MARTIN ESQ | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RONALD PAPA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON PATCH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE COLLIER | |||||||
| RECORDING SECTRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS TABAK | |||||||
| ASSISTANT TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL S RADECKE | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| OLGA M RICO-ARMESTO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE GRANT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN BECKER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD M CASSIDY | |||||||
| COO | 40.00 | $129,984 | $0 | $18,625 | Yes (X) | ||
| WILLIAM L MCHUGH | |||||||
| CEO | 40.00 | $177,038 | $0 | $12,369 | Yes (X) | ||
| JENNIFER BALL | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $108,766 | $0 | $7,586 | Yes (X) | ||
| KIM POPE | |||||||
| AST. EX. DIR. OF CHILDREN ED. SERVICES | 40.00 | $109,133 | $0 | $18,115 | Yes (X) | ||
| DOUGLAS DIGESARE | |||||||
| DIRECTOR,EDUCATION AND QUALITY | 40.00 | $105,249 | $0 | $2,864 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $630,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,559 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHC SERVICES INC | |||||
| 2005 SHERIDAN DRIVE 1 | BUFFALO | NY | 14223 | STAFFING | $182,187 |
| ASSOCIATED PHYSICAL & OCCUPATIONAL | |||||
| 3767 DELAWARE ROAD | KENMORE | NY | 14217 | THERAPY SERVICE | $132,352 |
| CASULLO'S AUTOMOTIVE SERVICE | |||||
| 2792 ELMWOOD AVENUE | KENMORE | NY | 14217 | AUTOMOTIVE REPAIR | $120,455 |
| DOPKINS & COMPANY LLP | |||||
| 200 INTERNATIONAL DRIVE | WILLIAMSVILLE | NY | 14221 | AUDIT & CONSULTING SERVICES | $107,375 |
| ADP INC | |||||
| 305 SPINDRIFT DRIVE | WILLIAMSVILLE | NY | 14221 | PAYROLL PROCESSING SERVICES | $104,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $5,521 | FederatedCampaignsAmt |
| Fundraising | $2,325 | FundraisingAmt |
| Government Grants | $2,676,237 | GovernmentGrantsAmt |
| All Other Contributions | $776,788 | AllOtherContributionsAmt |
| Total Contributions | $3,460,871 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID | 624100 | $25,317,141 | $25,317,141 |
| TUITION/EDUCATIONAL SERVICES | 611420 | $10,694,532 | $10,694,532 |
| SOCIAL SECURITY AND SS | 611420 | $1,915,875 | $1,915,875 |
| CLINICAL SERVICES INCOME | 611420 | $526,754 | $526,754 |
| PARTICIPANT FEES & PRIVATE PAY | 611420 | $352,240 | $352,240 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,265 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,870,807 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,259 | TotalRevenueColumnAmt |
| Exclusion | $8,259 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,808 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $170,495 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$66,687 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$66,687 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$66,687 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,549 | SecuritiesAmt |
| Other | $1,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,980 | SecuritiesAmt |
| Other | $28,842 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,569 | SecuritiesAmt |
| Other | -$27,042 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,473 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$27,042 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,380 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,325 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,180 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,200 | TotalRevenueColumnAmt |
| Exclusion | $9,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,393,295 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $425,775 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,967,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,967,520 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 561000 | $50,348 | $50,348 |
| MANAGEMENT FEES | 561000 | $31,026 | $31,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $81,374 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,317,871 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,811,285 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$66,687 | UnrelatedBusinessRevenueAmt |
| Exclusion | $112,402 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,763 | TotalAmt |
| Management And General | $318,763 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,189,550 | TotalAmt |
| Program Services | $25,429,269 | ProgramServicesAmt |
| Management And General | $2,760,023 | ManagementAndGeneralAmt |
| Fundraising | $258 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,321 | TotalAmt |
| Program Services | $244,295 | ProgramServicesAmt |
| Management And General | $28,023 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043,752 | TotalAmt |
| Program Services | $2,918,698 | ProgramServicesAmt |
| Management And General | $125,036 | ManagementAndGeneralAmt |
| Fundraising | $18 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,280,850 | TotalAmt |
| Program Services | $2,936,431 | ProgramServicesAmt |
| Management And General | $344,384 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,729 | TotalAmt |
| Management And General | $9,729 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,876 | TotalAmt |
| Program Services | $3,245 | ProgramServicesAmt |
| Management And General | $82,631 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,439 | TotalAmt |
| Management And General | $4,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,819 | TotalAmt |
| Program Services | $802,201 | ProgramServicesAmt |
| Management And General | $241,618 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,538 | TotalAmt |
| Program Services | $13,607 | ProgramServicesAmt |
| Management And General | $2,931 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,355 | TotalAmt |
| Program Services | $338,408 | ProgramServicesAmt |
| Management And General | $93,241 | ManagementAndGeneralAmt |
| Fundraising | $25,706 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,289 | TotalAmt |
| Program Services | $814,326 | ProgramServicesAmt |
| Management And General | $39,963 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,465 | TotalAmt |
| Program Services | $670,580 | ProgramServicesAmt |
| Management And General | $32,885 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,972 | TotalAmt |
| Program Services | $8,107 | ProgramServicesAmt |
| Management And General | $5,865 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,429 | TotalAmt |
| Management And General | $91,429 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,121 | TotalAmt |
| Program Services | $1,016,897 | ProgramServicesAmt |
| Management And General | $80,224 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,636 | TotalAmt |
| Program Services | $87,532 | ProgramServicesAmt |
| Management And General | $83,104 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSUMER TRANSPORTATION | $1,611,115 | $1,610,578 | $12 | $525 |
| REPAIRS & MAINTENANCE | $666,035 | $616,664 | $49,371 | |
| CONSUMER FOOD | $570,597 | $570,597 | ||
| HOUSEHOLD SUPPLIES | $320,021 | $320,021 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,078 | TotalAmt |
| Program Services | $589,647 | ProgramServicesAmt |
| Management And General | $180,778 | ManagementAndGeneralAmt |
| Fundraising | $8,653 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,600,750 | TotalAmt |
| Program Services | $38,991,103 | ProgramServicesAmt |
| Management And General | $4,574,449 | ManagementAndGeneralAmt |
| Fundraising | $35,198 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,915 | BOYAmt |
| EOY | $1,872,326 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,410 | BOYAmt |
| EOY | $76,575 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,849,560 | BOYAmt |
| EOY | $6,175,855 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,573 | BOYAmt |
| EOY | $75,130 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,193 | BOYAmt |
| EOY | $240,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,594,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,632,496 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,839,061 | BOYAmt |
| EOY | $10,961,511 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,367 | BOYAmt |
| EOY | $418,441 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,526 | BOYAmt |
| EOY | $843,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,232 | BOYAmt |
| EOY | $879,902 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,898,837 | BOYAmt |
| EOY | $21,543,982 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,397,934 | BOYAmt |
| EOY | $3,538,705 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,237 | BOYAmt |
| EOY | $197,267 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,000 | BOYAmt |
| EOY | $475,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,870,352 | BOYAmt |
| EOY | $3,671,542 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,698 | BOYAmt |
| EOY | $214,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,264,221 | BOYAmt |
| EOY | $8,097,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,616,322 | BOYAmt |
| EOY | $12,833,887 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,894 | BOYAmt |
| EOY | $525,315 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,400 | BOYAmt |
| EOY | $87,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,634,616 | BOYAmt |
| EOY | $13,446,602 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,898,837 | BOYAmt |
| EOY | $21,543,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,717,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,529 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $108,394 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,173,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,210,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,819,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,349,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,460,871 | CurrentTaxYearAmt |
| Total | $16,012,971 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,173,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,210,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,819,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,349,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,460,871 | CurrentTaxYearAmt |
| Total | $16,012,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,012,971 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,847 | CurrentTaxYearAmt |
| Total | $719,371 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,112 | CurrentTaxYearMinus2YearsAmt |
| Total | $141,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,874,308 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,237,878 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $400,873 | BeginningYearBalanceAmt |
| Contributions | $1,375 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,918 | OtherExpendituresAmt |
| End Year Balance | $343,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $292,695 | BeginningYearBalanceAmt |
| Contributions | $97,493 | ContributionsAmt |
| Investment Earnings Or Losses | $12,788 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,103 | OtherExpendituresAmt |
| End Year Balance | $400,873 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $323,130 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $55,408 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,843 | OtherExpendituresAmt |
| End Year Balance | $292,695 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,310,427 | OtherCostOrOtherBasisAmt |
| Book Value | $1,310,427 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,444,861 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,195,313 | DepreciationAmt |
| Book Value | $8,249,548 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,654,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,437,183 | DepreciationAmt |
| Book Value | $1,217,566 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,970 | OtherCostOrOtherBasisAmt |
| Book Value | $183,970 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,961,511 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLIENT FUNDS | $72,077 |
| INTEREST RATE SWAP LIABILITY | $142,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $214,866 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,018,186 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,529 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $713,844 | OtherRevenueAmt |
| Revenue Not Reported | $700,315 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,317,871 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,317,871 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,206,200 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $605,450 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $605,450 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,600,750 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,600,750 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT CONSISTS OF THE ENRICHMENT FUND THROUGH A BENEFICIAL INTEREST WHOSE PURPOSE IS TO PROVIDE FINANCIAL STABILITY FOR THE SERVICES AND PROGRAMS THAT BENEFIT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES SERVED BY THE CENTER. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | HERITAGE CENTERS IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN FOR INCOME TAX PURPOSES WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT A TAX POSITION IS RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGIATION PROCESSES, IF ANY. THE INFORMATION RETURNS FOR THE TAX YEARS 2012 THROUGH 2015 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR U.S. FEDERAL TAX PURPOSES AND ALSO BY NEW YORK STATE FOR STATE TAX PURPOSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH RENTAL INCOME ON PAGE ONE OF FORM 990 170,495. NET UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENTS 6,080. ALLENTOWN WORKSHOP EXPENSES - NETTED WITH REVENUE ON 990 425,775. CHANGE IN INTEREST IN NET ASSETS OF THE FOUNDATION 102,314. FUNDRAISING EXPENSES SHOWN AS EXP. ON FIN. STMT.,NETTED WITH REVENUE ON 990 9,180. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH RENTAL INCOME ON PAGE ONE OF FORM 990 170,495. ALLENTOWN WORKSHOP EXPENSES - NETTED WITH REVENUE ON 990 425,775. FUNDRAISING EXPENSES SHOWN AS EXP. ON FIN. STMT.,NETTED WITH REVENUE ON 990 9,180. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ALLENTOWN FAMILY DINNER | Event1Nm |
| Gross Receipts Event1 | $17,346 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,325 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,021 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,496 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $600 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,104 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $120 | OtherDirectExpensesEvent1Amt |
| Event2 | EASTER PLANT SALE | Event2Nm |
| Gross Receipts Event2 | $3,359 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $3,359 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,860 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $20,705 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,325 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,380 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,496 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $600 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,104 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,980 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,180 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,200 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L MCHUGH | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $177,038 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $667 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,702 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $189,407 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 161090858 | BondIssuerEIN |
| CUSIP | 295085AX2 | CUSIPNum |
| Bond Issued | 2003-09-01 | BondIssuedDt |
| Issue Price | $2,805,000 | IssuePriceAmt |
| Purpose | FINANCE, CONSTRUCTION OF IRA AND DAY FACILITIES, ETC. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 34: | HERITAGE CENTERS RELATIONSHIP WITH HERITAGE OAK FOUNDATION (EIN 16-1325908) DOES NOT MEET THE DEFINITION OF RELATED PARTIES PER THE 990 INSTRUCTIONS. FOR FINANCIAL STATEMENT PURPOSES, THESE ENTITIES ARE CONSIDERED RELATED AS THEY HAVE COMMON BOARD MEMBERS AND MANAGEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | NYSARC, INC. IS A UNITARY CORPORATION CONSISTING OF ITS 54 CHAPTERS. NYSARC, INC. ERIE COUNTY CHAPTER IS ONE DIVISION OF THE CORPORATION. THE CORPORATION AND CHAPTER'S GOVERNING BODY IS THE BOARD OF GOVERNORS REPRESENTING THE INDIVIDUAL MEMBERSHIP IN EACH CHAPTER'S JURISDICTION. EACH CHAPTER HAS FROM 1 TO 6 GOVERNORS BASED ON MEMBERSHIP. THE CORPORATION THROUGH ITS BYLAWS DELEGATES DAY-TO-DAY OPERATING AUTHORITY TO THE CHAPTER'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS (SEE PART VI, LINE 7A BELOW) COMPRISES THE CORPORATION'S ELECTED OFFICERS AND EXERCISES ALL POWERS OF THE BOARD OF GOVERNORS BETWEEN PLENARY MEETINGS OF THE GOVERNORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PART VI, LINE 7A: THE DELEGATE ASSEMBLY, WHICH REPRESENTS NYSARC'S 100,000 MEMBERS, ELECTS THE CORPORATION PRESIDENT, SECRETARY, TREASURER AND ASSISTANT TREASURER TO 1-YEAR TERMS. DELEGATES ELECT REGIONAL VICE PRESIDENTS TO 1-YEAR TERMS FROM THEIR RESPECTIVE REGIONS. THE BOARD OF GOVERNORS ELECTS ONE VICE-PRESIDENT SENIOR VICE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHAPTER BYLAW AMENDMENTS ARE SUBJECT TO BOARD OF GOVERNOR APPROVAL. ANY ACTION OF THE BOARD OF GOVERNORS MAY BE REVIEWED AT THE SUCCEEDING DELEGATE ASSEMBLY. NO ACTION OF THE GOVERNORS THAT AFFECTS THE IRREVOCABLE RIGHTS OF THIRD PARTIES MAY BE RESCINDED. CORPORATE BYLAW AMENDMENTS ARE SUBJECT TO APPROVAL BY A MAJORITY OF CHAPTERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF GOVERNORS DOES NOT REVIEW CHAPTERS' FORM 990'S BEFORE THEY ARE FILED. EACH CHAPTER SUBMITS A FINAL COPY OF ITS FORM 990 TO THE GOVERNING BODY AFTER IT IS FILED. EACH CHAPTER MUST HAVE A PROCESS FOR ITS BOARD OF DIRECTORS TO REVIEW THE FROM 990. THE ERIE COUNTY CHAPTER'S PROCESS IS AS FOLLOWS: THE 990 IS PRESENTED IN DRAFT FORM TO THE TREASURER OF THE HERITAGE CENTERS, INC. BOARD OF DIRECTORS AFTER IT HAS BEEN REVIEWED BY AGENCY FISCAL PERSONNEL. HE HAS THE OPPORTUNITY TO REVIEW THE RETURN AND SUGGEST ANY CHANGES. A FINAL COPY OF RETURN IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | HERITAGE CENTERS CONFLICT OF INTEREST POLICY: A CONFLICT OF INTEREST FORM IS TO BE COMPLETED ANNUALLY BY EACH BOARD MEMBER OR UPDATED IF A CHANGE OCCURS SUBSEQUENT TO COMPLETION. COMPLETED FORMS SHALL BE PRESENTED TO THE BOARD CHAIRMAN TO BE REVIEWED WITH THE OTHER OFFICERS OF THE ORGANIZATION AND THEN FILED IN THE CORPORATE RECORDS. EACH BOARD MEMBER SHOULD ALSO RETAIN A COMPLETED COPY OF THIS FORM. A BOARD MEMBER MAY BE CONSIDERED TO HAVE A CONFLICT OF INTEREST IF: (A) SUCH BOARD MEMBER HAS AN EXISTING OR A POTENTIAL FINANCIAL INTEREST WHICH IMPAIRS OR MIGHT REASONABLY APPEAR TO IMPAIR SUCH MEMBER'S INDEPENDENT, UNBIASED JUDGMENT IN THE DISCHARGE OF HIS/HER FIDUCIARY RESPONSIBILITY TO THE ORGANIZATION. (B) SUCH MEMBER IS AWARE THAT A MEMBER OF HIS/HER FAMILY (WHICH, FOR PURPOSES OF THIS DOCUMENT, SHALL BE SPOUSE, CHILD, PARENT, GRANDPARENT, SIBLING, STEPCHILD, STEPPARENT, FATHER/MOTHER-IN-LAW, BROTHER/SISTER-IN-LAW, UNCLE OR AUNT) OR ANY ORGANIZATION WHICH SUCH MEMBER (OR MEMBER OF HIS/HER FAMILY) IS AN OFFICER, TRUSTEE, EMPLOYEE, MEMBER, PARTNER, SHAREHOLDER, BOARD MEMBER, HAS SUCH EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST. ALL MEMBERS SHALL DISCLOSE TO THE BOARD OF THE ORGANIZATION ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. NO BOARD MEMBER SHALL VOTE ON ANY MATTER, UNDER CONSIDERATION BY THE BOARD OR A COMMITTEE OF THE BOARD, IN WHICH MEMBER HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE MEMBER HAVING THE CONFLICT OF INTEREST ABSTAINED FROM BOTH THE DELIBERATIONS AND FROM VOTING ON THE ISSUE. ANY MEMBER WHO IS UNCERTAIN WHETHER HE/SHE HAS A CONFLICT OF INTEREST IN ANY MATTER SHALL REQUEST THE BOARD OR COMMITTEE TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND THE BOARD OR COMMITTEE SHALL RESOLVE THE QUESTION BY MAJORITY VOTE. ANY OTHER MEMBER MAY REQUEST SUCH MEMBER TO LEAVE THE ROOM DURING DELIBERATIONS AND VOTING, AND SUCH REQUEST SHALL BE HONORED. EACH DISCLOSURE WILL BE REVIEWED AND ASSESSED ON AN INDIVIDUAL BASIS. IN THE EVENT HERITAGE CENTERS IS REQUIRED, PURSUANT TO REGULATIONS, TO DISCLOSE INFORMATION ON THIS STATEMENT, THE INFORMATION WILL BE DISCUSSED WITH THE BOARD MEMBER PRIOR TO THE DISCLOSURE BEING MADE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE CHAPTER'S BOARD OF DIRECTORS IS CHARGED BY THE CHAPTER'S BOARD WITH THE RESPONSIBILITY TO REVIEW AND APPROVE THE RECOMMENDATIONS OF THE PERSONNEL/COMPENSATION COMMITTEE REGARDING THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF NYSARC -ERIE CO. CHAPTER. ANNUALLY, THE PERSONNEL/COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE EVALUATION, CONSULTS SURVEYS OF COMPARABLE COMPENSATION FOR LIKE POSITIONS, REVIEWS PERFORMANCE STANDARDS FOR BOARD APPROVED ANNUAL GOALS. THE PERSONNEL/COMPENSATION COMMITTEE RECOMMENDS TO THE EXECUTIVE COMMITTEE OF THE BOARD ANY CHANGES TO THE TOTAL COMPENSATION AND COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR. UPON APPROVAL BY THE EXECUTIVE COMMITTEE THE FULL BOARD OF DIRECTORS IS NOTIFIED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST OVER THE PHONE, IN WRITING AND VIA E-MAIL. THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE ORGANIZATIONS FORM 1023 WAS FILED BY NYSARC IN MAY 1954. THE IRS HAS NOTIFIED THE ORGANIZATION THAT SINCE THE FORM 1023 WAS FILED PRIOR TO JULY 15, 1987, IT WAS NOT REQUIRED TO MAKE THE FORM PUBLICLY AVAILABLE. |
| FORM 990;PAGE 6; PART VI; SECTION A-LINE 10A & 10B | ALL OF THE NYSARC CHAPTERS ARE SUBJECT TO CHAPTER MANUAL THAT DELINEATES THE POLICIES AND PROCEDURES OF THE BOARD OF GOVERNORS. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENTS 6,080. INTEREST IN NET ASSETS OF THE FOUNDATION 102,314. |
| FORM 990; PART XI; LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT AND SELECTION PROCESS. |
| FORM 990;PAGE 6; PART VI; SECTION A-LINE 9 | SEE THE ATTACHED LIST OF OFFICERS AND GOVERNORS, WHO MAY BE REACHED AT: NYSARC, INC. 29 BRITISH AMERICAN BLVD. LATHAM, NY 12110 CENTRAL REGION BROOME-TIOGA: ELLEN FELDMAN, KATHY SHEEHAN, JOHN STEVENS CHEMUNG: LUCIMAR ESCUDERO, SUSAN POST, RICHARD SISSON CHENANGO: KIM PARKER DELAWARE: JAMES WARREN, RUTH VITALE HERKIMER: RONALD GEORGE, STEPHANIE DYER JEFFERSON: DAVID LISCOMB, JOANNE RHODE MADISON-CORTLAND: RANDY SCHAAL, CHUCK STEVENS ONEIDA-LEWIS: JOANNA GRECO DR., JOHN KOWALCZYK, DAVID MATHIS, DEBORAH MCGRATH, ZAIDA MORELL, RUTH RIDGWAY ONONDAGA: JAMES CANNON, JOYCE CARMEN, GORDON EYER OSWEGO: MARY ANN BARBARINO RICHARD RIMA OTSEGO: WALTER HOGAN ROME D.C.: ROBERT CLEMENTE ST. LAWRENCE: PATRICIA CAMPANELLA, BARBARA ROESER, ANNE TOWNSEND NORTHEAST REGION CLINTON: JILL ABDALLAH, DR. JAMES ASHE, GILBERT DUKEN, MARRILEE HAMLIN, CYNTHIA LACKI COLUMBIA: MARY ANNE VANDENBURGH, DOROTHY WHEELER ESSEX: WENDY BEEMAN, SHELLEY WINTERS FRANKLIN-HAMILTON: ROBERT KLEPPANG, DMITRY FELD FULTON: RINALDO ESPOSITO, DAVE MILLER, JUDY SCHELLE, JEAN SCHULTZ MONTGOMERY: MICHAEL CINQUANTI, SALLY ROMANO RENSSELAER: DIANE DEARBORN, EDIE HALL SARATOGA: ROBERT BARNETT, ROBERT DESIO,DR. LAWRENCE FEIN, DAVID WICKERHAM, ROY MACDONALD SCHENECTADY: ANGELO DEFELIPPO III, BARBARA KANIA SCHOHARIE: JOHN DESANTO, GREG HURD WARREN-WASHINGTON-ALBANY: DR. SEVERIN CARLSON, NICHOLAS LANZA,ANNE MARIE LOCKHART,DAN MARTINDALE,LORI MARTINDALE SOUTHEAST REGION BENEVOLENT SOCIETY (STATEN ISLAND) D.C.): JERRY ISAACS, AL TURK BRONX D.C.: IDA RIOS COMMUNITY LEAGUE D.C.: ROSE MARY CELLA, DONALD GEER DUTCHESS: DAWN DESMOND, MARK METZGER, ESQ. NASSAU: RADY BRUELL, PAUL GIORDANO, HALLIE GREENE,SAUNDRA M. GUMEROVE, HOWARD JURIST,HARRIET TRAVERSA NEW YORK CITY: ANGELO APONTE,DR. MELVIN GERTNER,ANNE GORDON, EDWARD LEAHY,NANCY PETRINO,SHARYN VAN REEPINGHEN ORANGE: JOANNE GRANT PUTNAM: LAURA DODGE MS ED, SUSAN LUCAS PT, DPT, HEATHER STRICKLAND MS ED, ROCKLAND: SONIA CRANNAGE ESQ., KAREN FEINSTEIN, EDWARD RAUSH,GISELA SCHMIDT RICHARD SIROTA, AUDREY TARANTINO SUFFOLK: JOSEPH DEL BROCCOLO, FRANCIS GENCO,JOHN MACH,JAMES MCENEANEY,FRED SALZBERG, KENNETH WALKER SULLIVAN: STEVEN DROBYSH, IRENE KIRTACK ULSTER-GREENE: ROBERT BOENING,SHEREE CROSS, SCOTT LANG WELFARE LEAGUE D.C.: DIAN CIFUNI, NELVA TUREK WESTCHESTER: ANTHONY ASSALONE, JOSEPH CASSARINI, KATHARINE CONROY, BERNIE KROOKS,STACEY OSBORNE, ROSA RODRIGUEZ WESTERN REGION ALLEGANY: THOMAS TALBETT JR., DEBRA THOMPSON CATTARAUGUS: RAPHAEL SMITH CHAUTAUQUA: DR. TODD JACOBSON, MARLENE SIRIANNO ESQ., BARBARA STEWART ERIE: BRIAN ATTEA ESQ. GENESEE: DEBRAH FISCHER, CANDIE POCOCK LIVINGSTON-WYOMING: CHERYL ENGLERT, MARCY VANZANDT MONROE: DAVID IRISH, MARY BETH IRISH NIAGARA: MARIE-THERESE FRIERI, DONALD SMITH ONTARIO: JOSEPH BOGNANNO, DEBORAH WILBUR ORLEANS: REV. KEN DEGNAN, MARLENE HILL SCHUYLER: HAROLD J. HOFFMEIER JR., MARCIA KASPRZYK SENECA-CAYUGA: MARY PAT HARRIS, ROSE PALMIERI STEUBEN: PAUL GREENFIELD, MISCHELLE SHATTUCK, ARTHUR STILWELL WAYNE: SHARON BOYD, CAROL KENYON WEST SENECA D.C.: MARY ELLEN MURPHY, ELLEN OWENS YATES: JAMES BLACKBURN,GREG BOOTH |
| FORM 990; SCHEDULE K;PART I,(C) | TAX EXEMPT BONDS ARE DEBT OF NYSARC, INC. EACH CHAPTER RECORDS ONLY THE PORTION OF THE BOND FOR THE PROJECT FINANCED WITHIN ITS JURISDICTION. |
| FORM 990; PAGE 5; PART V; LINE 1A | 508 OUT THE 636 FORMS 1099MISC THAT WERE ISSUED WERE TO ADULT VOCATIONAL TRAINEES WHO ARE NOT CONSIDERED EMPLOYEES OF THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ERIE COUNTY RESIDENTIAL PROJECT INC | ||||||||||
| 101 OAK STREET | BUFFALO | NY | 14203 | 222356095 | PROVIDE RESIDENCE FOR DEVELOPMENTALLY DISABLED INDIVIDUALS | NY | 501(C)(3) | 170(B)(1)(A)(VI) | HERITAGE CENTERS INC | Yes (1) |
| THE 470 FRANKLIN PROJECT INC | ||||||||||
| 101 OAK STREET | BUFFALO | NY | 14203 | 161191388 | PROVIDE RESIDENCE FOR DEVELOPMENTALLY DISABLED INDIVIDUALS | NY | 501(C)(3) | 170(B)(1)(A)(VI) | HERITAGE CENTERS INC | Yes (1) |
| THE ERIE ARC DEVELOPMENT CORPORATION | ||||||||||
| 101 OAK STREET | BUFFALO | NY | 14203 | 222599794 | PROVIDE RESIDENCE FOR DEVELOPMENTALLY DISABLED INDIVIDUALS | NY | 501(C)(3) | 170(B)(1)(A)(VI) | HERITAGE CENTERS INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 470 FRANKLIN PROJECT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $68,198 | InvolvedAmt |