2014-08-27T10:53:06-05:00 2013-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 125 BAYLIS ROAD MELVILLE NY 117473823 990 2013-01-01 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 2014-08-25 1 GORDON SIESS CPA PARTNER P00027748 6317527400 2013 2015-11-30 17:44:51Z STEPHEN MCCARTHY 1 FARMINGDALE ROAD WEST BABYLON NY 11704 31864227 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 6 673 228 -12100 -8202 13391945 15661754 12204049 15953500 249 302 170815 148647 25767058 31764203 0 0 0 0 16400378 19603338 0 0 75744 9962084 10890770 26362462 30494108 -595404 1270095 18145732 21000278 14971192 16555643 3174540 4444635 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 13647844 11941210 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. 10978519 3791235 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. 2282687 176340 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. 844566 44715 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. 844566 44715 27753616 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 5 0 1 673 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 179433 0 22508 DORIS WAGNER CAO 35.00 5.00 X 159330 0 29606 PHILIP MATCOVSKY COO 35.00 5.00 X 171459 0 27397 STEPHEN MCCARTHY CFO 35.00 5.00 X 142722 0 6282 ANTHONY ANGELO MEDICAL DIRECTOR 35.00 5.00 X 189141 0 5674 KARINE GRIGORYANTS PSYCHIATRIST 35.00 0.00 X 179039 0 5371 SOWMYA REDDY PSYCHIATRIST 35.00 0.00 X 301600 0 9048 TRACY FALKNER DIRECTOR 35.00 0.00 X 110218 0 11034 MIRA STACO NURSE PRACTIONER 35.00 0.00 X 103950 0 3118 1536892 0 120038 9 0 1 0 TLCM LLC 500 CHURCH STREET BAYPORT NY 11705 TRANSPORTATION 484069 AURORA CONTRACTORS 100 RAYNOR AVENUE RONKONKOMA NY 11779 CONTRACTOR 453300 LINCOLN COMPUTER SERVICES 25 BLOOMINGDALE ROAD HICKSVILLE NY 11801 IT 311481 SECURITAS SECURITY SERVICES USA INC 500 BI COUNTY BLVD FARMINGDALE NY 11735 SECURITY 255909 F&F COMMERCIAL MAINTENANCE 1739 HARRISON AVENUE BAYSHORE NY 11706 CLEANING 153200 6 2825 7127 15586550 65252 15661754 COMM MENTAL HEALTH 623990 11941210 11941210 RESIDENTIAL SERVICES 624310 3791235 3791235 CONSUMER AFFAIRS 624100 176340 176340 SENIOR SUPPORT SERVICES 624100 44715 44715 15953500 302 302 73416 85516 -12100 -12100 -12100 14508 7127 14508 0 MISCELLANEOUS 900099 160747 160747 160747 31764203 16114247 -12100 302 933552 542675 390877 14886546 14031775 837984 16787 1924011 1777881 141852 4278 1859229 1671033 186450 1746 584724 430564 142323 11837 53162 43482 9680 107845 107845 657335 653480 2995 860 3785 580 2305 900 872112 723494 146535 2083 186358 14546 171722 90 4173880 4020487 151337 2056 304842 299114 4073 1655 33928 19245 14544 139 139229 139229 751127 670064 81063 347941 325401 17741 4799 2013 ESTIMATED UBIT TAX 1272 1272 EQUIP RENTAL & MAINT 645389 585845 57470 2074 CLIENT SERVICE DOLLARS 532617 532617 DUES AND SUBSCRIPTIONS 352325 324889 26906 530 1142899 1086444 30545 25910 30494108 27753616 2664748 75744 15354 15756 621225 2589640 3766755 4017657 2297298 3440859 455315 474645 14188965 5613771 9237042 8575194 1752743 1886527 18145732 21000278 2951022 2593255 3510766 5679663 2095000 2040000 4369167 4471964 2045237 1770761 14971192 16555643 X 3069115 4353862 105425 90773 3174540 4444635 18145732 21000278 1270095 0 X 0 1 X 1 1 1 X 11710514 16657162 11295509 13391945 15661754 68716884 11710514 16657162 11295509 13391945 15661754 68716884 68716884 169 181 277 249 302 1178 35876 29023 21321 86220 236810 87449 64489 149494 160747 698989 69503271 64260776 0.98870 0.98960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2009 AMOUNT: $ 236,810. 2010 AMOUNT: $ 87,449. 2011 AMOUNT: $ 64,489. 2012 AMOUNT: $ 149,494. 2013 AMOUNT: $ 160,747. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 832052 832052 11642018 4472709 7169309 1714895 1141062 573833 8575194 ASSETS HELD FOR A SPECIFIC PURPOSE 228344 CASH SURRENDER VALUE OF LIFE INSURANCE 264440 CASH HELD FOR REPRESENTATIVE PAYEE PROGRAM 810653 DUE FROM AFFILIATES 488016 BOND CLOSING COSTS, NET 95074 1886527 REPRESENTATIVE PAYEE PROGRAM PAYABLE 810653 DUE TO NYS OFFICE OF MENTAL HEALTH 267362 DUE TO MEDICAID 373327 DEFERRED COMPENSATION 264440 DUE TO DEPARTMENT OF HEALTH 54979 1770761 X 31881925 17698 100024 117722 31764203 0 31764203 30611830 17698 100024 117722 30494108 0 30494108 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 2010, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 14,508. RENTAL EXPENSES 85,516. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 14,508. RENTAL EXPENSES 85,516. ANNUAL VOLUNTEER LUNCHEON 21635 7127 14508 5000 9508 21635 7127 14508 5000 9508 14508 0 X X X 0 0 0 0 0 0 0 0 0 BARBARA FARON CEO 179433 0 0 0 0 0 14659 0 7849 0 201941 0 0 0 DORIS WAGNER CAO 159330 0 0 0 0 0 11804 0 17802 0 188936 0 0 0 PHILIP MATCOVSKY COO 171459 0 0 0 0 0 10144 0 17253 0 198856 0 0 0 ANTHONY ANGELO MEDICAL DIRECTOR 189141 0 0 0 0 0 5674 0 0 0 194815 0 0 0 KARINE GRIGORYANTS PSYCHIATRIST 179039 0 0 0 0 0 5371 0 0 0 184410 0 0 0 SOWMYA REDDY PSYCHIATRIST 301600 0 0 0 0 0 9048 0 0 0 310648 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