2012-05-11T14:01:01-05:00 2011-12-31 161375790 DEJOY KNAUF & BLOOD LLP 39 STATE STREET SUITE 600 ROCHESTER NY 14614 990 2011-01-01 510243019 AL SIGL CENTER FOR REHABILITATION AGENCIES INC ALSI 5854424100 1000 ELMWOOD AVENUE NO 300 ROCHESTER NY 146203098 DANIEL M MEYERS 5854424100 2012-05-10 1 TIMOTHY P THANEY CPA P01231250 5855461840 2012-05-10 2011 2016-02-24 21:20:13Z AL SIGL COMMUNITY OF AGENCIES DANIEL M MEYERS 1000 ELMWOOD AVENUE ROCHESTER NY 146203089 6807779 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 WORKING 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, EPILEPSY FOUNDATION OF ROC-SYR-BING, MEDICAL MOTOR SERVICE, NATIONAL MS SOCIETY, UPSTATE NY CHAPTER, ROCHESTER HEARING & SPEECH CENTER, ROCHESTER REHABILITATION CENTER. 21 20 39 100 0 0 505160 1472398 5459984 5222241 -8462 2921 109698 110219 6066380 6807779 28541 218000 0 0 1222772 1213147 0 0 0 4632976 4735344 5884289 6166491 182091 641288 31159987 31945874 11961534 9162997 19198453 22782877 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 WORKING 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, EPILEPSY FOUNDATION OF ROC-SYR-BING, MEDICAL MOTOR SERVICE, NATIONAL MS SOCIETY, UPSTATE NY CHAPTER, ROCHESTER HEARING & SPEECH CENTER, ROCHESTER REHABILITATION CENTER. 0 0 5861951 5320862 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). 5861951 1 1 0 0 0 0 0 0 1 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 1 0 0 0 0 1 1 0 0 0 1 5 0 1 39 1 0 0 0 0 0 0 0 0 X 21 20 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DANIEL M MEYERS 5854424100 1000 ELMWOOD AVENUE STE 300 ROCHESTER NY 146203098 DANIEL M MEYERS 40.00 X X 185536 0 26444 BARBARA J PURVIS 1.00 X X 0 0 0 DONALD SOULE 1.00 X X 0 0 0 TIMOTHY J BANCROFT 1.00 X X 0 0 0 THOMAS WILMOT 1.00 X X 0 0 0 MARY F TILTON 1.00 X X 0 0 0 WILLIAM F WEIR ESQ 1.00 X 0 0 0 ANDREW R GALLINA 1.00 X 0 0 0 PETER MENDICK 1.00 X 0 0 0 BARRY R CULHANE 1.00 X 0 0 0 DR JAMES H EVANS JR 1.00 X 0 0 0 JEFFREY BOWEN 1.00 X 0 0 0 CATHY KAMAN RYAN 1.00 X 0 0 0 ROBERT W CROESSMANN ESQ 1.00 X 0 0 0 KAREN M GALLINA 1.00 X 0 0 0 DIANE BOGACZYK 1.00 X 0 0 0 HOWARD WARD 1.00 X 0 0 0 MARGARET SANCHEZ 1.00 X 0 0 0 DAISY RIVERA ALGARIN 1.00 X 0 0 0 KRISTIE BEACH 1.00 X 0 0 0 JOSEPH COMPITELLO 1.00 X 0 0 0 RODNEY S KOZIATEK 40.00 X 108537 0 6308 294073 0 32752 2 0 1 0 KIMCO CORPORATION 13028 COLLECTIONS DRIVE CHICAGO IL 60693 HOUSEKEEPING 168461 BETLEM SERVICE CORPEMCOR 704 CLINTON AVE ROCHESTER NY 14620 HEATING AND COOLING SERVICES 114900 2 622398 850000 850000 1472398 RENTAL OF FACILITIES 531310 3523601 3523601 FUEL 480000 1698640 1698640 5222241 2921 2921 OTHER MISCELLANEOUS 531310 51754 51754 INTEREST ON NOTES 523000 40278 40278 MAINTENANCE INCOME 531310 6589 6589 11598 11598 110219 6807779 5320862 0 14519 218000 218000 375907 315762 60145 634111 532653 101458 71058 59689 11369 132071 110940 21131 19187 18324 863 25680 24524 1156 2265537 2163588 101949 750848 748295 2553 156784 156784 1063875 1059959 3916 MAINTENANCE 453433 453433 6166491 5861951 304540 0 183894 468680 1377992 631413 614312 586261 108175 86119 40253378 23258522 16923162 16994856 195072 94032 11757380 13084513 31159987 31945874 336288 355611 7250000 7005000 1154332 754332 3220914 1048054 11961534 9162997 X 6494791 12547429 5190186 4762000 7513476 5473448 19198453 22782877 31159987 31945874 X 641288 2943136 X 0 1 1 X 0 X 1337241 130012 289854 505160 1472398 3734665 5337592 5535598 4981580 5459984 5222241 26536995 6674833 5665610 5271434 5965144 6694639 30271660 0 4541300 4862562 4558393 4822148 4382913 23167316 4541300 4862562 4558393 4822148 4382913 23167316 7104344 45902 18396 60384 -8462 2921 119141 45902 18396 60384 -8462 2921 119141 266791 259782 84448 109698 110220 830939 6987526 5943788 5416266 6066380 6807780 31221740 0.22750 0.29780 0.00380 0.00460 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: AL SIGL CENTER RENTS REAL ESTATE TO AGENCY AND AFFILIATE MEMBERS. REVENUES CONSIST MAINLY OF RENTAL INCOME. DURING 2011, THE RENTAL INCOME FROM THREE LARGE TENANTS TENDED TO DISTORT THE % SUPPORT CALCULATION (DUE TO THE 1% EXCLUSION). IN ADDITION, THE SUPPORT TEST SHOULD BE VIEWED WITH THE RESULTS FROM THE AL SIGL CENTER'S FUNDRAISING SUBSIDIARY, AL SIGL PARTNERS' FOUNDATION, (EIN 16-1544847). TAKEN TOGETHER AS A WHOLE, THE SUPPORT % WOULD EXCEED THE 33 1/3% SUPPORT TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 195072 16500 22946 -94032 140486 115197 58200 22845 1170 195072 94338 21831 972 115197 146190 -50584 1268 94338 0 0 1702295 1702295 35734502 20828010 14906492 172500 9583 162917 1203143 1036376 166767 1440938 1384553 56385 16994856 DEBT PLACEMENT FEES, NET 289083 INTEREST IN NET ASSETS OF AL SIGL CENTER PARTNERS' FOUNDATION 11821745 SPLIT INTEREST AGREEMENTS 323588 INVESTMENT IN JOINT VENTURES/ADVANCE TO RELATED PARTY 11837 AMOUNTS DUE FROM RELATED PARTIES 638260 13084513 ACCRUED PENSION EXPENSE 862527 FUNDS HELD FOR OTHERS 5748 SPLIT-INTEREST AGREEMENTS 179779 1048054 6807779 6166491 641288 20025 2923111 2943136 3584424 6827804 20025 20025 6807779 0 6807779 6166491 0 6166491 0 6166491 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR SUPPORT OF THE ORGANIZATION'S ACTIVITIES. DURING 2011, THE ENDOWMENT FUNDS WERE TRANSFERRED TO THE AL SIGL CENTER PARTNERS FOUNDATION (A RELATED ORGANIZATION) ENDOWMENT TO ALLOW FOR MORE EFFICIENT UTILIZATION OF THESE RESOURCES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS AN EXEMPT ORGANIZATIONS UNDER THE CODE. THE ORGANIZATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATIONS. THE ORGANIZATION IS REQUIRED TO FILE ANNUAL RETURNS WITH FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. AS OF DECEMBER 31, 2011, THE ORGANIZATIONS FEDERAL AND STATE INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE RESPECTIVE AUTHORITIES FOR THE YEARS PRIOR TO 2008. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS, INCLUDING THE TAX STATUS OF THE ORGANIZATION AS OF DECEMBER 31, 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN MINIMUM PENSION LIABILITY -450,846. EQUITY IN RESULTS OF JOINT VENTURE -13,861. CHANGE IN INTEREST IN NET ASSETS OF AL SIGL CENTER PARTNERS' FOUNDATION 718,400. WRITE OFF OF RELATED PARTY RECEIVABLE (ASC/PROPERTIES) 2,669,418. TOTAL TO SCHEDULE D, PART XI, LINE 8: 2,923,111. 1 AL SIGL CENTER PARTNERS FOUNDATION 1000 3LMWOOD AVENUE ROCHESTER NY 14620 161544847 501(C)(3) 199749 TRANSFER OF INVESTMENTS TO ENDOWMENT MEDICAL MOTOR SERVICE 608 S CLINTON AVENUE ROCHESTER NY 14620 160743080 501(C)(3) 18251 TO ASSIST AGENCY MEMBER 2 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 0 0 185536 0 0 0 16500 0 9944 0 211980 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 AS DETAILED IN PART II OF SCHEDULE J. X SOLAR PANELS 5 850000 FAIR MARKET VALUE 0 1 0 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 NOT FOR PROFIT ORGANIZATIONS WHO WORK TOGETHER TO PROVIDE VITAL SERVICES AND PROGRAMS TO THOSE WITH DISABLITIES 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 DIRECTORS 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, 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 5: NET UNREALIZED GAINS ON INVESTMENTS: 20,025. CHANGE IN MINIMUM PENSION LIABILITY -450,846. EQUITY IN RESULTS OF JOINT VENTURE -13,861. CHANGE IN INTEREST IN NET ASSETS OF AL SIGL CENTER PARTNERS' FOUNDATION 718,400. WRITE OFF OF RELATED PARTY RECEIVABLE (ASC/PROPERTIES) 2,669,418. TOTAL TO FORM 990, PART XI, LINE 5: 2,943,136. AL SIGL CENTER PARTNERS FOUNDATION 1000 ELMWOOD AVENUE ROCHESTER NY 14620 161544847 FUNDING OF SOCIAL SERVICE ORGANIZATIONS NY 501(C)(3) 9 N/A 1 ASCPROPERTIES INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 161518592 TO PURCHASE, RECEIVE DONATIONS OF AND MANAGE REAL PROPERTY NY 501(C)(3) 9 N/A 1 CENTER INFORMATION SERVICES INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 161560859 TO PROVIDE TECHNOLOGICAL SUPPORT SERVICES NY 501(C)(3) LINE 11D, III-O N/A 0 ASCSANFORD ST HOUSING INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 161509866 LOW INCOME HOUSING GENL PARTNER NY N/A C 0.01000 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 AL SIGL PARTNERS FOUNDATION A 16313 MARKET VALUE AL SIGL PARTNERS FOUNDATION C 622398 CASH AL SIGL PARTNERS FOUNDATION P 760142 MARKET VALUE CENTER INFORMATION SERVICES INC L 131111 MARKET VALUE AL SIGL PARTNERS FOUNDATION B 199749 MARKET VALUE