2026-05-13T18:41:52-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-07-01 112416320 BLOCK INSTITUTE INC BLOC 7189065400 376 BAY 44TH STREET BROOKLYN NY 11214 SCOTT L BARKIN PHD EXECUTIVE DIRECTOR 7189065400 2026-05-13 1 1 CATHERINE PETERCSAK P01357092 5167472000 2026-05-13 2024 2025-03-06 01:10:19Z SCOTT L BARKIN PHD 376 BAY 44TH STREET BROOKLYN NY 11214 24763779 0 X WWW.BLOCKINSTITUTE.ORG X 1977 NY TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH OUR VAST ARRAY OF INDIVIDUALIZED SERVICES. 8 8 377 8 0 0 457107 60902 23690370 24621554 190598 15343 0 16285 24338075 24714084 0 0 0 0 15589814 15515669 0 0 0 9723180 11226157 25312994 26741826 -974919 -2027742 14628255 12837435 4934376 5171298 9693879 7666137 X THE BLOCK INSTITUTE, INC. IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE, PRIMARILY THE DEVELOPMENTALLY DISABLED AND THEIR FAMILIES. THROUGH OUR VAST EXPERIENCE, THE AGENCY PROVIDES UNIQUE AND INDIVIDUALIZED SERVICES. THE STRONG PARTNERSHIP BETWEEN OUR STAFF AND THE COMMUNITY ENABLES EACH PERSON TO ACHIEVE GREATER INDEPENDENCE AND INTEGRATION. WE BELIEVE IN THE PROTECTION OF EVERY PERSONS CIVIL RIGHTS, INCLUDING THE RIGHT TO ADVOCATE FOR ONESELF AND OTHERS. THE AGENCY IS COMMITTED TO COMMUNITY AWARENESS, SENSITIVITY, AND ACCEPTANCE OF INDIVIDUALS WITH DISABILITIES. 0 0 15536146 17474018 RESIDENTIAL SERVICES - PROVIDED QUALITY RESIDENTIAL CARE IN A FAMILY-LIKE SETTING TO 224 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THROUGH OUR NON-CERTIFIED COMMUNITY RESIDENCES VIA THE HOUSING SUBSIDY PROGRAM, INTERMEDIATE CARE FACILITIES (ICF), AND INDIVIDUAL RESIDENTIAL ALTERNATIVES (IRA), OUR CONSUMERS RECEIVED UNIQUE AND PERSON-CENTERED SERVICES, WHICH ENABLED EACH PERSON IN ACHIEVING GREATER INDEPENDENCE AND INTEGRATION WITHIN THE COMMUNITY. 6669765 6838093 ADULT DAY PROGRAMS - THROUGH ITS DAY TREATMENT AND DAY HABILITATION PROGRAMS, BLOCK INSTITUTE ASSISTED 197 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES INCREASE THEIR LIFE SKILLS, INDEPENDENCE, INDIVIDUALITY, PRODUCTIVITY, AND COMMUNITY INCLUSION BY UTILIZING A WIDE ARRAY OF COMMUNITY RESOURCES INCLUDING VOLUNTEERING AND RECREATIONAL ACTIVITIES. 2091094 309443 THE ORGANIZATION PROVIDED 4,585 UNITS OF SERVICE IN ITS ARTICLE 16 CLINIC TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, INCLUDING OCCUPATIONAL, PHYSICAL, PSYCHOLOGICAL, AND SPEECH THERAPY SESSIONS AND EVALUATIONS. 24297005 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 377 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHRISTINE JOSEPH DIRECTOR OF FINANCE 7189065440 376 BAY 44TH STREET BROOKLYN NY 11214 JILL ZELENKO CPA PRESIDENT 1.00 3.10 X X 0 0 0 STEVEN FRIEDMAN VICE PRESIDENT 1.00 3.10 X X 0 0 0 JAY GREENBAUM TREASURER 1.00 3.10 X X 0 0 0 ANDREA ALGAZE SECRETARY 1.00 3.10 X X 0 0 0 DAVID WOLFSON BOARD MEMBER 1.00 3.10 X 0 0 0 KATELYNN TIMMERMANS BOARD MEMBER 1.00 3.10 X 0 0 0 SUSAN FEINSTEIN BOARD MEMBER 1.00 3.10 X 0 0 0 MAMIE STATHATOS-FULGIERI BOARD MEMBER 1.00 3.10 X 0 0 0 SCOTT BARKIN PHD EXECUTIVE DIRECTOR 25.90 9.10 X 375335 131874 0 CHRISTINE M JOSEPH DIRECTOR OF FINANCE 25.90 9.10 X 119642 42036 14436 STARLEEN OLIVIER DIRECTOR OF PROGRAM 35.00 0.00 X 123889 0 22196 JINS ALUMOOTTIL IT MANAGER 25.90 9.10 X 105213 36967 0 AMARIS ORTIZ DIRECTOR OF OPERATIONS 35.00 0.00 X 190000 0 13806 OLIVY GEORGE PAYROLL ADMINISTRATOR 35.00 0.00 X 121729 0 13806 VINCENT CIARDULLO DSP 35.00 0.00 X 107813 0 14868 1143621 210877 79112 9 0 1 0 INTERAGENCY TRANSPORTATION SOLUTIONS 150 WEST 30 ST 15 FL NEW YORK NY 10001 TRANSPORTATION 1564972 RCM TECHNOLOGIES 575 EIGHTH AVENUE 6TH FLOOR NEW YORK NY 10018 STAFFING SERVICES 1067186 ACCESS STAFFING PO BOX 200608 DALLAS TX 753200608 STAFFING SERVICES 550570 PHAXIS LLC PO BOX 200608 DALLAS TX 753200608 STAFFING SERVICES 446354 PRIDE HEALTHCARE LLC 420 LEXINGTON AVENUE NEW YORK NY 10170 MEDICAL SERVICES 212353 9 34448 26454 60902 PROGRAM SERVICE FEES 611600 24621554 24621554 24621554 37509 37509 13113 27529 -14416 -14416 -14416 22166 -22166 -22166 -22166 SSI INCOME 900099 30267 30267 MISCELLANEOUS 900099 434 434 30701 24714084 24621554 0 31628 X 470372 470372 11371830 10420030 951800 3256822 2954838 301984 416645 376160 40485 98144 98144 151276 151276 3523552 3523552 734503 582576 151927 1951240 1922970 28270 1732297 1725577 6720 4461 2490 1971 186296 171762 14534 394518 349717 44801 REPAIRS & MAINTENANCE 692110 655700 36410 CLEANING SUPPLIES 417521 396536 20985 FACILITY ASSESSMENT FEE 405919 405919 FOOD 372574 372574 561746 436604 125142 26741826 24297005 2444821 0 30089 254169 1942719 114706 1837077 1818066 52173 0 9242244 6726463 2132414 2515781 8633783 8134713 14628255 12837435 2896474 3446491 0 9824 203948 171671 1833954 1543312 4934376 5171298 X 9693879 7666137 9693879 7666137 14628255 12837435 -2027742 0 X 0 1 X 1 0 X 2785784 12206931 965822 457107 26454 16442098 21590474 21640267 22778280 23690370 24621554 114320945 24376258 33847198 23744102 24147477 24648008 130763043 1650 1650 0 1650 1650 130761393 59011 26758 544800 112865 50622 794056 59011 26758 544800 112865 50622 794056 497120 92352 30701 620173 24932389 33966308 24288902 24260342 24729331 132177272 0.98930 0.98630 0.00600 0.00770 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 6,902. 2021 AMOUNT: $ 2,352. 2024 AMOUNT: $ 434. LEASE AGREEMENT TERMINATION - 2020 AMOUNT: $ 490,218. ARKER/EDGEMERE INCOME - 2021 AMOUNT: $ 90,000. SSI INCOME - 2024 AMOUNT: $ 30,267. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 577093 577093 6572112 4957074 1615038 1333395 1256746 76649 759644 512643 247001 2515781 SECURITY DEPOSITS 17032 CONSUMER FUNDS 171671 RIGHT OF USE ASSETS, FINANCE LEASES 388235 RIGHT OF USE ASSETS, OPERATING LEASES 738994 DUE FROM AFFILIATES 6818781 8134713 OPERATING LEASE LIABILTIES 760215 FINANCE LEASES PAYABLE 306604 DUE TO GOVERNMENT AGENCIES 476493 1543312 X 25800866 1059253 1059253 24741613 -27529 -27529 24714084 27828608 1059253 27529 1086782 26741826 0 26741826 PART IV, LINE 2B: THE INSTITUTE MAINTAINS CUSTODIAL CASH ACCOUNTS FOR FUNDS WHICH BELONG TO THE RESIDENTIAL PROGRAM PARTICIPANTS. THE TOTAL CUSTODIAN FUNDS HELD AT JUNE 30, 2025 WAS $171,671. PART X, LINE 2: THE INSTITUTE AND AFFILIATES FOLLOW THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE INSTITUTE AND AFFILIATES DO NOT BELIEVE THEY HAVE TAKEN ANY UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE INSTITUTE AND AFFILIATES HAVE FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. ADDITIONALLY, THE INSTITUTE AND AFFILIATES HAVE FILED IRS FORM 990 INFORMATION RETURNS AS REQUIRED AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE SO REQUIRED. THE INSTITUTE AND AFFILIATES ARE SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -27,529. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,529. X X X X X 0 0 0 0 0 0 0 0 0 SCOTT BARKIN PHD EXECUTIVE DIRECTOR 353135 124074 0 0 22200 7800 0 0 0 0 375335 131874 0 0 AMARIS ORTIZ DIRECTOR OF OPERATIONS 190000 0 0 0 0 0 0 0 13806 0 203806 0 0 0 CHRISTINE M JOSEPH DIRECTOR OF FINANCE 119642 42036 0 0 0 0 0 0 10683 3753 130325 45789 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR. THEN IT IS REVIEWED BY THE FINANCE COMMITTEE, WHICH IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS AND SUBMITTED TO THE FULL BOARD, PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, INDEPENDENT CONTRACTORS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND SEEK GUIDANCE ON HOW TO HANDLE THE SITUATION. AN EMPLOYEE, CONSULTANT OR BOARD MEMBER WITH QUESTIONS OR CONCERNS ABOUT POTENTIAL CONFLICTS OF INTEREST WILL PROMPTLY ADDRESS THE ISSUE WITH APPROPRIATE MANAGEMENT STAFF AND/OR THE COMPLIANCE OFFICER. MANAGEMENT STAFF WILL CONSULT WITH THE COMPLIANCE OFFICER BEFORE RESPONDING TO A CONCERN OR QUESTION ABOUT A POTENTIAL CONFLICT OF INTEREST. THE COMPLIANCE OFFICER WILL INVESTIGATE ANY VIOLATIONS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE REPORTING ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER OFFICERS OF THE REPORTING ORGANIZATION ARE COMPENSATED EXCLUSIVELY BY BLOCK INSTITUTE SCHOOL, A RELATED 501(C)(3) ORGANIZATION. THE SCHOOL USES INDUSTRY SALARY SURVEYS AND COMPENSATION REVIEWS TO DETERMINE THE APPROPRIATE COMPENSATION OF THE CEO AND TOP MANAGEMENT POSITIONS. THE BOARD APPROVES THE COMPENSATION PACKAGE OF THE CEO/EXECUTIVE DIRECTOR. GUIDANCE IS ALSO OBTAINED FROM INDEPENDENT CONSULTANTS AND AUDITORS WITHIN THE INDUSTRY. THIS PROCESS WAS LAST PERFORMED IN 2025 AND DOCUMENTED IN THE MINUTES TO THE BOARD MEETING. SALARY SURVEYS ARE ALSO FILED IN THE PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 135,970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,970. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 3,387,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,387,582. BLOCK INSTITUTE SCHOOL 376 BAY 44TH STREET BROOKLYN NY 11214 112338345 EDUCATION NY 501(C)(3) LINE 2 BLOCK INSTITUTE INC 1 BROOKLYN COMM MENTAL RETARDATION SVCS 376 BAY 44TH STREET BROOKLYN NY 11214 237228620 REAL PROPERTY FOR USE BY ITS AFFILIATED ENTITIES. NY 501(C)(3) LINE 10 BLOCK INSTITUTE INC 1 BROOKLYN HEBREW SCHOOL FOR RETARDED CHILDREN 376 BAY 44TH STREET BROOKLYN NY 11214 112024791 SERVICE PROVIDER NY 501(C)(3) LINE 10 BLOCK INSTITUTE INC 1 BLOCK INSTITUTE FOUNDATION INC 376 BAY 44TH STREET BROOKLYN NY 11214 112431200 TO SUPPORT THE ACTIVITIES OF BLOCK INSTITUTE, INC. & BLOCK INSTITUTE SCHOOL NY 501(C)(3) LINE 12A, I BLOCK INSTITUTE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0