2014-05-13T15:35:10-05:00 2013-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2013-01-01 510243019 AL SIGL CENTER FOR REHABILITATION AGENCIES INC ALSI 5854424100 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203098 DANIEL M MEYERS PRESIDENT 5854424100 2014-05-12 1 JEFFREY PAILLE P01378272 5853811000 2013 2015-11-30 17:44:51Z AL SIGL COMMUNITY OF AGENCIES DANIEL M MEYERS 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203098 8214345 0 X WWW.ALSIGL.ORG X 1962 NY AL SIGL PROVIDES QUALITY, COST EFFECTIVE, REAL ESTATE AND BUSINESS SERVICES, WHILE FOSTERING COMMUNITY AWARENESS OF, AND PHILANTHROPIC SUPPORT FOR, INDEPENDENT NON-PROFIT ORGANIZATIONS THAT SERVE CHILDREN AND ADULTS WITH DISABILITIES AND SPECIAL NEEDS. THE COMBINED POWER OF MANY GENERATES GREATER POWER TOGETHER. ONE UNIFIED GROUP OF PROGRESSIVE MEMBER AGENCIES WORK TOGETHER TO PROVIDE VITAL SERVICES AND PROGRAMS TO THOSE WITH DISABILITIES AND SPECIAL NEEDS. THIS SPIRITED HUMAN SERVICES COLLABORATIVE IS AL SIGL - A PIONEERING COMMUNITY NETWORK THAT PROMOTES AN INNOVATIVE MODEL FOR SHARING ITS RESOURCES AND REPUTATION TO GENERATE AND SUSTAIN THE GROWTH AND ADVANCEMENT OF ITS MEMBERS. THIS EMPOWERED CORE IS THEN ABLE TO BRING GREATER ABILITIES TO LIFE FOR OTHERS. MEMBER AGENCIES: CP ROCHESTER; EPILIPSY-PRALID, INC.; MEDICAL MOTOR SERVICE; NATIONAL MS SOCIETY, UPSTATE NY CHAPTER; ROCHESTER HEARING & SPEECH CENTER; ROCHESTER REHABILITATION CENTER. 22 21 43 54 0 0 232094 2659545 5523919 5531139 3945 1767 120350 21894 5880308 8214345 65564 231749 0 0 1327936 1237801 0 0 0 4749725 4777658 6143225 6247208 -262917 1967137 38081319 39072754 8514322 6429822 29566997 32642932 SAME AS PART I, LINE 1 0 0 5944369 231749 5553033 REAL ESTATE-AL SIGL DEVELOPS AND MANAGES FULLY ACCESSIBLE, BELOW-MARKET-RATE CUSTOMIZED SPACE FOR MEMBER AND AFFILIATE AGENCIES' PROGRAMS AND ADMINISTRATION TOGETHER WITH SHARED ENHANCEMENTS TO BETTER SERVE CHILDREN AND ADULTS WITH DISABILITIES (THOUSANDS SERVED). 5944369 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 43 1 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X RODNEY S KOZIATEK 5854424100 1000 ELMWOOD AVENUE SUITE 300 ROCHESTER NY 14620 DANIEL M MEYERS PRESIDENT 40.00 X X 193663 0 25291 DONALD SOULE CHAIR 1.00 X X 0 0 0 DAISY RIVERA ALGARIN VICE CHAIR 1.00 X X 0 0 0 KAREN M GALLINA VICE CHAIR 1.00 X X 0 0 0 JEFFREY BOWEN ESQ SECRETARY 1.00 X X 0 0 0 THOMAS WILMOT JR TREASURER 1.00 X X 0 0 0 DR BARRY R CULHANE BOARD MEMBER 1.00 X 0 0 0 DR JAMES H EVANS JR BOARD MEMBER 1.00 X 0 0 0 ANDREW R GALLINA BOARD MEMBER 1.00 X 0 0 0 PETER MENDICK BOARD MEMBER 1.00 X 0 0 0 KRISTIE BEACH BOARD MEMBER 1.00 X 0 0 0 JO ANN ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 JACK HOWITT DDS BOARD MEMBER 1.00 X 0 0 0 JOHN MCKENNA BOARD MEMBER 1.00 X 0 0 0 BARBARA J PURVIS BOARD MEMBER 1.00 X 0 0 0 MARY F TILTON BOARD MEMBER 1.00 X 0 0 0 TIMOTHY J BANCROFT BOARD MEMBER 1.00 X 0 0 0 WALTER BD HICKEY JR BOARD MEMBER` 1.00 X 0 0 0 ROB DANESH BOARD MEMBER 1.00 X 0 0 0 JAY QUINN BOARD MEMBER 1.00 X 0 0 0 ANDREW SEARS PHD BOARD MEMBER 1.00 X 0 0 0 MICHAEL TROJIAN BOARD MEMBER 1.00 X 0 0 0 RODNEY S KOZIATEK VICE PRESIDENT/CFO 40.00 X 110989 0 4781 THOMAS O'CONNOR VP OF OPERATIONS 40.00 X 89252 0 3851 393904 0 33923 2 0 1 0 CARDWELL CONSTRUCTION CO INC 955 BUFFALO RD SUITE 9 ROCHESTER NY 14624 ASPHAULT/SEALING 155970 PRIME TIME SERVICES INC 780 CURRAN RD SHORTSVILLE NY 14548 GAS TANK AND INSTALL 141182 2 2659545 2659545 RENTAL OF FACILITIES 531310 3829378 3829378 FUEL SALES 900099 1701761 1701761 5531139 1767 1767 OTHER MISCELLANEOUS 900099 10917 10917 MAINTENANCE INCOME 900099 6597 6597 INTEREST ON NOTES 900099 4380 4380 21894 8214345 5553033 0 1767 231749 231749 393904 330879 63025 639062 536812 102250 58911 49485 9426 145924 122576 23348 23612 22549 1063 22875 21846 1029 2135751 2039642 96109 855365 852457 2908 119991 119991 1082794 1079113 3681 MAINTENANCE 537270 537270 6247208 5944369 302839 0 526458 1337774 672363 609066 665287 551496 66924 130741 40636305 25140322 16185177 15495983 157739 181725 19807371 20765969 38081319 39072754 526258 634740 6495000 5450000 754332 0 738732 345082 8514322 6429822 X 13298920 14379100 4560473 6635343 11707604 11628489 29566997 32642932 38081319 39072754 X 1967137 5628 1103170 X X 0 1 X 1 0 X 289854 505160 1472398 232904 2659545 5159861 289854 505160 1472398 232904 2659545 5159861 5159861 60384 -8462 2921 3945 1767 60555 84448 109698 110219 120350 21894 446609 5667025 26718863 0.91050 0.77540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 195072 16500 22946 94032 140486 115197 58200 22845 1170 195072 94338 21831 972 115197 1702295 1702295 35692761 22792365 12900396 172500 47917 124583 1280435 1123244 157191 1788314 1176796 611518 15495983 SPLIT-INTEREST AGREEMENTS 331358 DEBT PLACEMENT FEES, NET 252438 INTEREST IN NET ASSETS OF AL SIGL FOUNDATION, INC. 20726801 INTEREST IN SANFORD STREET ASSOCIATES, L.P. -920935 DUE FROM AFFILIATES 170107 NOTES RECEIVABLE FROM RELATED PARTIES, NET 206200 20765969 ACCRUED PENSION LIABILITY 197057 FUNDS HELD FOR OTHERS 5748 SPLIT-INTEREST AGREEMENTS 142277 345082 X 8219701 5628 -272 5356 8214345 0 8214345 6247208 0 6247208 0 6247208 PART V, LINE 4: DURING 2011, THE ENDOWMENT FUNDS WERE TRANSFERRED TO THE AL SIGL FOUNDATION, INC. (A RELATED ORGANIZATION) ENDOWMENT TO ALLOW FOR MORE EFFICIENT UTILIZATION OF THESE RESOURCES. PART X, LINE 2: FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2013, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION FILES ANNUAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1 MEDICAL MOTOR SERVICE OF ROCHESTER AND MONROE COUNTY INC 608 S CLINTON AVENUE ROCHESTER NY 14620 160743080 501(C)(3) 231749 TO ASSIST AGENCY MEMBER TO ASSIST AGENCY MEMBER PART I, LINE 2: GRANTS ARE PROVIDED TO AFFILIATED ORGANIZATIONS UPON APPROVAL BY THE BOARD OF TRUSTEES. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 DANIEL M MEYERS PRESIDENT 193663 0 0 0 0 0 25291 0 0 0 218954 0 0 0 PART I, LINE 1A DUES PAID TO LOCAL SOCIAL CLUB PART I, LINE 4B MR. MEYERS IS A PARTICIPANT IN A DEFERRED COMPENSATION PROGRAM. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE LISTED DIRECTORS HAVE A FAMILY RELATIONSHIP (THEY ARE HUSBAND AND WIFE). FORM 990, PART VI, SECTION A, LINE 6 AL SIGL HAS AGENCY MEMBERS THAT ARE NON-FOR-PROFIT ORGANIZATIONS WHO WORK TOGETHER TO PROVIDE VITAL SERVICES AND PROGRAMS TO THOSE WITH DISABILITIES AND SPECIAL NEEDS. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE AGENCY MEMBERS SELECTS A REPRESENTATIVE TO BE ON THE BOARD OF TRUSTEES OF AL SIGL. FORM 990, PART VI, SECTION B, LINE 11 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 ENSURE THAT ALL FORMS ARE SIGNED AND RETURNED. ANY DISCLOSED CONCERNS THAT MAY REPRESENT A CONFLICT OF INTEREST ARE REVIEWED WITH THE BOARD CHAIR AND PRESIDENT 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 (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. DURING 2011, THE PRESIDENT WAS PROVIDED WITH AN EMPLOYMENT CONTRACT AFTER APPROVAL BY THE BOARD. 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 XI, LINE 9: CHANGE IN EQUITY IN RESULTS OF JOINT VENTURE - FUTURE CARE -13,686. CHANGE IN INTEREST IN NET ASSETS OF AL SIGL FOUNDATION, INC. 1,869,432. CHANGE IN PENSION LIABILITY 168,631. CHANGE IN EQUITY IN RESULTS OF SANFORD STREET ASSOCIATES, L.P. -40,873. LOSS ON ACQUISITION OF SANFORD STREET -880,062. CHANGE IN SPLIT-INTEREST AGREEMENTS -272. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. AL SIGL FOUNDATION INC 1000 ELMWOOD AVENUE ROCHESTER NY 14062 161544847 FUNDING OF SOCIAL SERVICE ORGANIZATIONS NY 501(C)(3) LINE 7 1 ASCPROPERTIES INC 1000 ELMWOOD AVENUE ROCHESTER NY 14062 161518592 TO PURCHASE, RECEIVE DONATIONS OF, AND MANAGE REAL PROPERTY NY 501(C)(3) LINE 9 1 CENTER INFORMATION SERVICES INC 1000 ELMWOOD AVENUE ROCHESTER NY 14062 161560859 TO PROVIDE TECHNOLOGICAL SUPPORT SERVICES NY 501(C)(3) LINE 11C, III-FI 0 ASCSANFORD ST HOUSING INC 1000 ELMWOOD AVENUE ROCHESTER NY 14062 161509866 LOW INCOME HOUSING GENERAL PARTNER NY C 1.00000 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 AL SIGL FOUNDATION INC A 13059 MARKET VALUE AL SIGL FOUNDATION INC C 2659545 CASH AL SIGL FOUNDATION INC Q 775530 MARKET VALUE