2013-05-14T11:54:45-05:00 2012-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2012-01-01 510243019 AL SIGL CENTER FOR REHABILITATION AGENCIES INC ALSI 5854424100 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203089 DANIEL M MEYERS 5854424100 2013-05-13 1 JEFFREY PAILLE P01378272 5853811000 2012 2016-02-24 21:20:13Z AL SIGL COMMUNITY OF AGENCIES DANIEL M MEYERS 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203089 5880308 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 FOUNDATION OF ROCHESTER-SYRACUSE-BINGHAMTON, MEDICAL MOTOR SERVICE, NATIONAL MS SOCIETY, UPSTATE NY CHAPTER, ROCHESTER HEARING & SPEECH CENTER, ROCHESTER REHABILITATION CENTER. 19 18 37 106 0 0 1472398 232094 5222241 5523919 2921 3945 110219 120350 6807779 5880308 218000 65564 0 0 1213147 1327936 0 0 0 4735344 4749725 6166491 6143225 641288 -262917 31945874 38081319 9162997 8514322 22782877 29566997 X AL SIGL PROVIDES QUALITY, COST-EFFECTIVE REAL ESTATE AND BUSINESS SERVICES, WHILE FOSTERING COMMUNITY AWARENESS 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 FOUNDATION OF ROCHESTER-SYRACUSE-BINGHAMTON; MEDICAL MOTOR SERVICE; NATIONAL MS SOCIETY, UPSTATE NY CHAPTER; ROCHESTER HEARING & SPEECH CENTER; ROCHESTER REHABILITATION CENTER. 0 0 5818770 65564 5644269 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) 5818770 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 6 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 19 18 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 40.00 X X 188651 0 67306 DONALD SOULE 1.00 X X 0 0 0 DAISY RIVERA ALGARIN 1.00 X X 0 0 0 KAREN M GALLINA 1.00 X X 0 0 0 JEFFREY BOWEN ESQ 1.00 X X 0 0 0 THOMAS WILMOT JR 1.00 X X 0 0 0 DR BARRY R CULHANE 1.00 X 0 0 0 DR JAMES H EVANS JR 1.00 X 0 0 0 ANDREW R GALLINA 1.00 X 0 0 0 PETER MENDICK 1.00 X 0 0 0 MARGARET SANCHEZ 1.00 X 0 0 0 KRISTIE BEACH 1.00 X 0 0 0 ROBERT W CROESSMANN ESQ 1.00 X 0 0 0 JO ANN ARMSTRONG 1.00 X 0 0 0 JACK HOWITT DDS 1.00 X 0 0 0 JOHN MCKENNA 1.00 X 0 0 0 BARBARA J PURVIS 1.00 X 0 0 0 MARY F TILTON 1.00 X 0 0 0 TIMOTHY J BANCROFT 1.00 X 0 0 0 WILLIAM F WEIR ESQ 1.00 X 0 0 0 CATHY KAMAN RYAN ESQ 1.00 X 0 0 0 DIANE BOGACZYK 1.00 X 0 0 0 HOWARD WARD 1.00 X 0 0 0 JOSEPH COMPITELLO 1.00 X 0 0 0 RODNEY S KOZIATEK 40.00 X 108710 0 11201 THOMAS O'CONNOR 40.00 X 87796 0 10192 385157 0 88699 2 0 1 0 0 232094 232094 RENTAL OF FACILITIES 531310 3685990 3685990 FUEL SALES 900099 1837929 1837929 5523919 3945 3945 OTHER MISCELLANEOUS 900099 63686 63686 CHANGE IN SPLIT-INTERE 900099 45545 45545 MAINTENANCE INCOME 900099 8664 8664 2455 2455 120350 5880308 5644269 0 3945 65564 65564 385157 323532 61625 718724 603728 114996 96707 81234 15473 127348 106972 20376 6048 5776 272 20888 19948 940 2324911 2220290 104621 722110 719655 2455 143009 143009 1087214 1083517 3697 MAINTENANCE 445545 445545 6143225 5818770 324455 0 468680 526458 631413 672363 586261 665287 86119 66924 40514435 24329258 16994856 16185177 94032 157739 13084513 19807371 31945874 38081319 355611 526258 7005000 6495000 754332 754332 1048054 738732 9162997 8514322 X 12547429 13298920 4762000 4560473 5473448 11707604 22782877 29566997 31945874 38081319 X -262917 7086 7039951 X X 0 1 X 1 0 X 130012 289854 505160 1472398 232904 2630328 130012 289854 505160 1472398 232904 2630328 2630328 18396 60384 -8462 2921 3945 77184 259782 84448 109698 110219 120350 684497 3392009 26723322 0.77540 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION C, LINE 15: AL SIGL'S PUBLIC SUPPORT PERCENTAGE HAS HISTORICALLY BEEN CALCULATED IN PART III BECAUSE THE ORGANIZATION WAS CHECKING LINE 9 ON PART I. HOWEVER, DUE TO THE PERCENTAGE CALCULATED IN THE CURRENT YEAR, AL SIGL CHECKED LINE 7 ON PART I FOR 2012. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 195072 16500 22946 94032 140486 115197 58200 22845 1170 195072 94338 21831 972 115197 146190 -50584 1268 94338 1702295 1702295 35436163 21810115 13626048 172500 28750 143750 1240241 1081777 158464 1963236 1408616 554620 16185177 SPLIT-INTEREST AGREEMENTS 318412 DEBT PLACEMENT FEES, NET 268131 INTEREST IN NET ASSETS OF AL SIGL FOUNDATION, INC. 18857369 DUE FROM AFFILIATES 156224 NOTES RECEIVABLE FROM RELATED PARTIES, NET 207235 19807371 ACCRUED PENSION LIABILITY 603925 FUNDS HELD FOR OTHERS 5748 SPLIT-INTEREST AGREEMENTS 129059 738732 X 5887394 7086 7086 5880308 0 5880308 6143225 0 6143225 0 6143225 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 1 MEDICAL MOTOR SERVICE OF ROCHESTER AND MONROE COUNTY INC 608 S CLINTON AVENUE ROCHESTER NY 14620 160743080 501(C)(3) 50001 TO ASSIST AGENCY MEMBER EPILEPSY ASSOCIATION OF GREATER ROCHESTER INC 1650 SOUTH AVENUE SUITE 300 ROCHESTER NY 14620 222146295 501(C)(3) 15563 TO ASSIST AGENCY MEMBER PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 188651 0 0 0 0 0 63983 0 3323 0 255957 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 IN 2008, THE EXECUTIVE COMMITTEE OF THE BOARD (IN AN EXECUTIVE SESSION) COMPLETED A COMPENSATION REVIEW OF ALL OFFICERS AND KEY EMPLOYEES. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EQUITY IN RESULTS OF JOINT VENTURE -11,850. CHANGE IN INTEREST IN NET ASSETS OF AL SIGL FOUNDATION, INC. 7,035,624. CHANGE IN MINIMUM PENSION LIABILITY 16,177. 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 0.01000 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 18889 MARKET VALUE AL SIGL FOUNDATION INC C 232094 CASH AL SIGL FOUNDATION INC Q 851126 MARKET VALUE