2015-10-26T09:17:37-05:00 2014-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 125 BAYLIS ROAD MELVILLE NY 117473823 990 2014-01-01 237237931 FEDERATION OF ORGANIZATIONS FOR THE NEW YORK STATE MENTALLY DISABLED INC FEDE 6316695355 1 FARMINGDALE ROAD WEST BABYLON NY 11704 STEPHEN MCCARTHY CHIEF FINANCIAL OFFICER 6316695355 2015-10-16 1 GORDON SIESS CPA PARTNER P00027748 6317527400 2014 2016-02-25 16:41:14Z STEPHEN MCCARTHY 1 FARMINGDALE ROAD WEST BABYLON NY 11704 33678546 0 X WWW.FEDOFORG.ORG X 1972 NY FEDERATION ASSISTS INDIVIDUALS AND FAMILIES IN MEETING THEIR OWN NEEDS WITHIN COMMUNITIES THROUGH SELF-HELP, PROVISION OF QUALITY SERVICES, ADVOCACY AND DEVELOPMENT OF RESOURCES. WE HELP INDIVIDUALS AND COMMUNITIES FLOURISH BY HELPING PEOPLE TO HELP THEMSELVES BECOME PRODUCTIVE PARTICIPANTS IN COMMUNITY LIFE. 6 6 531 227 -30559 -121117 15661754 15949845 15953500 17506382 302 939 148647 146403 31764203 33603569 0 0 0 0 19603338 19400785 0 0 67917 10890770 12311410 30494108 31712195 1270095 1891374 21000278 23479409 16555643 17143400 4444635 6336009 X FEDERATION ASSISTS INDIVIDUALS AND FAMILIES IN MEETING THEIR OWN NEEDS WITHIN COMMUNITIES THROUGH SELF-HELP, PROVISION OF QUALITY SERVICES, ADVOCACY AND DEVELOPMENT OF RESOURCES. WE HELP INDIVIDUALS AND COMMUNITIES FLOURISH BY HELPING PEOPLE TO HELP THEMSELVES BECOME PRODUCTIVE PARTICIPANTS IN COMMUNITY LIFE. 0 0 14724030 13612183 FEDERATION ASSISTS INDIVIDUALS AND FAMILIES, WITH ELDERLY AND/OR DISABLED MEMBERS, TO MEET THEIR OWN NEEDS THROUGH SELF HELP, PROVISION OF QUALITY SERVICES, ADVOCACY AND DEVELOPMENT OF RESOURCES. THE BELIEF IS THAT INDIVIDUALS AND COMMUNITIES FLOURISH BY HELPING PEOPLE HELP THEMSELVES TO BECOME PRODUCTIVE PARTICIPANTS IN COMMUNITY LIFE. FEDERATION OFFERS INDIVIDUALS RECOVERING FROM MENTAL ILLNESS THE OPPORTUNITY TO RETURN TO WORK IN A SUPPORTIVE ENVIRONMENT. THROUGH THE COMPANION PROGRAM PEOPLE ARE PROVIDED WITH PREVOCATIONAL ON-SITE TRAINING, SUPPORT, A DAILY STIPEND AND TRAVEL REIMBURSEMENT WHILE WORKING WITH OTHER INDIVIDUALS IN THE COMMUNITY RECOVERING FROM A MENTAL ILLNESS. FEDERATION'S OUTREACH PROGRAMS PROVIDE EMERGENCY CRISIS ASSISTANCE, IMMEDIATE SUPPORT ADVOCACY, AND INFORMATION AND REFERRALS TO THE HOMELESS, AND INDIVIDUALS AND FAMILIES RECOVERING FROM MENTAL ILLNESS THROUGH A MOBILE OUTREACH UNIT, PHONE CONTACT AND OFFICE VISITS. 11658091 3589347 INDIVIDUALS ARE OFTEN DISCHARGED FROM PSYCHIATRIC FACILITIES WITHOUT ADEQUATE SUPERVISION OR COMMUNITY SUPPORT. WHILE IN OUR RESIDENTIAL PROGRAMS, RESIDENTS LEARN HOW TO MANAGE DAILY LIVING SKILLS SUCH AS MEAL PREPARATION, BUDGETING, HOUSE CLEANING, SHOPPING, AND SOCIALIZATION SKILLS. OUR PROGRAMS HAVE A VARIETY OF LEVELS OF SUPERVISION, FROM 24 HOUR SUPERVISION TO MONTHLY VISITS. 1536246 248964 OUR CONSUMER AFFAIRS DIVISION CONSISTS OF A VARIETY OF SERVICES DELIVERED TO MENTAL HEALTH CLIENTS BY PEER WORKERS, WHO ARE THEMSELVES IN RECOVERY OF MENTAL ILLNESS. THE NATURE OF THE INTERACTION BETWEEN TWO PEOPLE WITH SIMILAR EXPERIENCES (PEERS) DIFFERS FROM THAT OF THE PROFESSIONAL INTERACTION IN THAT THE PEER WORKER IS VIEWED AS A ROLE MODEL WHO IS ABLE TO SHARE HIS PERSONAL RECOVERY EXPERIENCES. 805918 55889 THE SUFFOLK COUNTY RESPITE CARE PROGRAM PROVIDES TIME OFF TO CAREGIVERS OF THE FRAIL ELDERLY AGED 60 AND OLDER. TRAINED RESPITE WORKERS PROVIDE COMPANIONSHIP AND SUPERVISION TO THE ELDERLY. RESPITE CARE OFFERS AN AFFORDABLE ALTERNATIVE TO PREMATURE INSTITUTIONALIZED CARE.FEDERATION'S FOSTER GRANDPARENTS PROGRAM GIVES SENIOR CITIZENS THE OPPORTUNITY TO WORK ONE-ON-ONE WITH CHILDREN WHO HAVE SPECIAL NEEDS WHILE EARNING EXTRA INCOME. OUR GRANDPARENTS, PLACED THROUGHOUT SUFFOLK COUNTY IN LOCAL SCHOOLS, HEAD START PROGRAMS AND OTHER EDUCATIONAL SETTINGS, PROVIDE THE INDIVIDUALIZED ATTENTION AND ENCOURAGEMENT NEEDED TO ASSIST THE CHILD IN MAXIMIZING HIS OR HER POTENTIAL. THE SENIOR COMPANION PROGRAM IS A SENIOR-TO-SENIOR VOLUNTEER PROGRAM WHICH PROVIDES OLDER INDIVIDUALS WITH THE OPPORTUNITY TO HELP THEIR ADULT RECIPIENTS IN A NUMBER OF ESSENTIAL WAYS. VOLUNTEERS OFFER DIRECT SUPPORT, FRIENDSHIP, ENCOURAGEMENT AND ASSISTANCE TO INDIVIDUALS WHO ARE FRAIL OR HOMEBOUND AND HAVE SPECIAL NEEDS. SENIOR COMPANIONS ASSIST WITH PREPARING A LIGHT MEAL, PARTICIPATING IN RECREATIONAL ACTIVITIES SUCH AS PLAYING CARDS, GAMES OR KNITTING AND PROVIDING RESOURCES AND REFERRALS. VOLUNTEERS ALSO PROVIDE OCCASIONAL TRANSPORTATION TO SOCIAL ACTIVITIES, MEDICAL APPOINTMENTS, SHOPPING, AND COMMUNITY OUTINGS, SO THAT THEIR RECIPIENTS CAN STAY INDEPENDENT, ACTIVE MEMBERS OF THE COMMUNITY. VOLUNTEERS MUST BE 60 YEARS OF AGE OR OLDER, IN CERTIFIABLE GOOD HEALTH, ABLE TO VOLUNTEER A MINIMUM OF 15 HOURS PER WEEKS, AND BE INCOME ELIGIBLE IN ORDER TO RECEIVED THE TAX - FREE STIPEND. 805918 55889 28724285 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 531 1 1 1 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X STEPHEN MCCARTHY 6316695355 1 FARMINGDALE ROAD WEST BABYLON NY 11704 JACKIE SCHWEITZER PRESIDENT 5.00 5.00 X X 0 0 0 EDWARD VARON VICE PRESIDENT 5.00 5.00 X X 0 0 0 NANCY SCHONBERG SECRETARY / TREASURER 5.00 5.00 X X 0 0 0 HARRY ALBERTS ESQ BOARD MEMBER 5.00 5.00 X 0 0 0 PETER M SULLIVAN BOARD MEMBER 5.00 5.00 X 0 0 0 GREG DURSO BOARD MEMBER 5.00 5.00 X 0 0 0 BARBARA FARON CEO 35.00 5.00 X 182532 0 30379 PHILIP MATCOVSKY COO 35.00 5.00 X 160000 0 35202 STEPHEN MCCARTHY CFO 35.00 5.00 X 145064 0 30371 ANTHONY ANGELO MEDICAL DIRECTOR 35.00 5.00 X 198234 0 5947 KARINE GRIGORYANTS PSYCHIATRIST 35.00 0.00 X 189584 0 10636 SOWMYA REDDY PSYCHIATRIST 35.00 0.00 X 248369 0 14721 TRACY ANN FALKNER SENIOR DIRECTOR OF OUTREACH PROGRAMS 35.00 0.00 X 114363 0 5125 HONORA STEPHAN DIRECTOR OF CLINICAL PROGRAMS 35.00 0.00 X 112045 0 10746 MIRA STACO NURSE PRACTITIONER 35.00 0.00 X 107521 0 3226 1457712 0 146353 10 0 1 0 TLCM LLC 500 CHURCH STREET BAYPORT NY 11705 TRANSPORTATION 517474 SECURITAS SECURITY SERVICES USA INC 500 BI COUNTY BLVD FARMINGDALE NY 11735 SECURITY 277851 COORDINATED BEHAVIORAL CARE 304 PARK AVE SOUTH 11TH FLOOR NEW YORK NY 10010 HEALTH HOME SERVICES 260460 LINCOLN COMPUTER SERVICES 25 BLOOMINGDALE ROAD HICKSVILLE NY 11801 IT 233469 BAKER TILLY VIRCHOW KRAUSE LLP 125 BAYLIS RD STE 300 MELVILLE NY 11747 ACCOUNTING 190528 13 9511 11499 15883592 45243 15949845 COMM MENTAL HEALTH 623990 13612182 13612182 RESIDENTIAL SERVICES 624310 3589347 3589347 CONSUMER AFFAIRS 624100 248964 248964 SENIOR SUPPORT SERVICES 624100 55889 55889 17506382 939 939 35000 65559 -30559 -30559 -30559 9418 11499 9418 0 MISCELLANEOUS 900099 176962 176962 176962 33603569 17683344 -30559 939 787729 331062 456667 14656494 14094360 551737 10397 404284 403308 425 551 1690186 1603131 86778 277 1862092 1577886 275696 8510 593060 297457 286144 9459 124454 111143 11946 1365 187098 600 186498 649107 647194 1563 350 25712 960 23852 900 1101589 929168 168210 4211 221490 25398 196092 4604517 4453067 145142 6308 316085 310736 5225 124 43598 26038 17180 380 55539 18 55521 756235 520906 235329 392236 352872 35595 3769 DUES AND SUBSCRIPTIONS 761356 721450 39225 681 EQUIP RENTAL & MAINT 661916 600698 57408 3810 CLIENT SERVICE DOLLARS 653163 653163 VEHICLE EXPENSE 186542 163773 13182 9587 977713 899897 70578 7238 31712195 28724285 2919993 67917 15756 33682 2589640 3995463 4017657 3340371 3440859 3679352 474645 915752 13865919 6230837 8575194 7635082 1886527 3879707 21000278 23479409 2593255 3010857 5679663 6968478 2040000 1980000 810653 2842361 4471964 1286849 960108 1054855 16555643 17143400 X 4353862 6244927 90773 91082 4444635 6336009 21000278 23479409 1891374 0 X 0 1 X 1 1 1 X 16657162 11295509 13391945 15661754 15949845 72956215 16657162 11295509 13391945 15661754 15949845 72956215 72956215 181 277 249 302 939 1948 35876 29023 21321 86220 87449 64489 149494 160747 176962 639141 73683524 70276194 0.99010 0.98870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 87,449. 2011 AMOUNT: $ 64,489. 2012 AMOUNT: $ 149,494. 2013 AMOUNT: $ 160,747. 2014 AMOUNT: $ 176,962. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 752454 752454 11322264 4858489 6463775 1791201 1372348 418853 7635082 CASH HELD FOR REPRESENTATIVE PAYEE PROGRAM 2842361 ASSETS HELD FOR A SPECIFIC PURPOSE 228344 DUE FROM AFFILIATES 486845 CASH SURRENDER VALUE OF LIFE INSURANCE 232844 BOND CLOSING COSTS, NET 89313 3879707 DUE TO NYS OFFICE OF MENTAL HEALTH 517576 DUE TO MEDICAID 321352 DEFERRED COMPENSATION 215927 1054855 X 33699341 20795 74977 95772 33603569 0 33603569 31807967 20795 74977 95772 31712195 0 31712195 PART IV, LINE 2B: THE COMPANY ACTS AS AGENT FOR THE CLIENTS IN ITS REPRESENTATIVE PAYEE PROGRAM WHO RECEIVE BENEFITS AND RETIREMENT INCOME PAYMENTS FROM GOVERNMENTAL AND PRIVATE SOURCES. IN ADDITION, THE COMPANY ALSO ACTS AS AGENT FOR ITS CLIENTS THAT RECEIVE BENEFITS UNDER THE UNITED STATES VETERANS ADMINISTRATION. THE COMPANY MAINTAINS THE RECORDS AND IS RESPONSIBLE FOR DISBURSING PAYMENTS OUT OF THESE FUNDS FOR THE CLIENTS' LIVING AND PROGRAM-RELATED EXPENSES. PART X, LINE 2: MANAGEMENT EVALUATED THE COMPANY'S TAX POSITIONS AND CONCLUDED THAT THE COMPANY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION NO. 740. WITH FEW EXCEPTIONS, THE COMPANY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE UNITED STATES FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2011, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 9,418. RENTAL EXPENSES 65,559. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 9,418. RENTAL EXPENSES 65,559. ANNUAL VOLUNTEER LUNCHEON 20917 11499 9418 5968 3450 20917 11499 9418 5968 3450 9418 0 X X X 0 0 0 0 0 0 0 0 0 BARBARA FARON CEO 182532 0 0 0 0 0 14752 0 15627 0 212911 0 0 0 PHILIP MATCOVSKY COO 160000 0 0 0 0 0 9800 0 25402 0 195202 0 0 0 STEPHEN MCCARTHY CFO 145064 0 0 0 0 0 6352 0 24019 0 175435 0 0 0 ANTHONY ANGELO MEDICAL DIRECTOR 198234 0 0 0 0 0 5947 0 0 0 204181 0 0 0 KARINE GRIGORYANTS PSYCHIATRIST 189584 0 0 0 0 0 5688 0 4948 0 200220 0 0 0 SOWMYA REDDY PSYCHIATRIST 248369 0 0 0 0 0 7451 0 7270 0 263090 0 0 0 PART I, LINE 3 THE BOARD USES COMPENSATION STUDIES AND FORM 990S FROM OTHER ORGANIZATIONS TO DETERMINE COMPENSATION AND VOTES ON EACH COMPENSATION RAISE. FORM 990, PART VI, SECTION B, LINE 11 THE CEO PRESENTS A COPY OF THE DRAFT FORM 990 TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THERE ARE COMPLIANCE TRAININGS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD USES COMPENSATION STUDIES AND FORM 990S FROM OTHER ORGANIZATIONS TO DETERMINE COMPENSATION AND VOTES ON EACH COMPENSATION RAISE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FEDERATION OF ORGANIZATIONS HOUSING DEVELOPMENT PROGRAM I INC 1 FARMINGDALE ROAD WEST BABYLON NY 11704 201020412 PROVIDE HOUSING FOR PEOPLE WITH MENTAL ILLNESS NY 501(C)(3) LINE 7 N/A 0 FEDERATION HOUSING II INC 1 FARMINGDALE ROAD WEST BABYLON NY 11704 300529952 PROVIDE HOUSING FOR PEOPLE WITH MENTAL ILLNESS NY 501(C)(3) LINE 7 N/A 0 FEDERATION BUILDING 74 HOUSING DEVELOPMENT FUND CORP 1 FARMINGDALE ROAD WEST BABYLON NY 11704 273339228 CONSTRUCT 50 UNIT RESIDENTIAL PROPERTY FOR LOW INCOME INDIVIDUAL W/ DEV DIS NY 501(C)(4) 0 FEDERATION BUILDING 74 LP 1 FARMINGDALE ROAD- ROUTE 109 WEST BABYLON NY 11704 273339373 DEVELOP, REHABILITATE, LEASE, MANAGE, AND OPERATE BUILDING 74 PROJECT NY N/A RELATED 0 0 0.50000 FEDERATION BUILDING 74 GP INC 1 FARMINGDALE ROAD-ROUTE 109 WEST BABYLON NY 11704 273339317 MANAGES FEDERATION BUILDING 74, L.P. NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0