2024-03-28T12:51:33-05:00 2023-06-30 113266576 GRASSI & CO CPA'S PC 750 THIRD AVENUE 28TH FLOOR NEW YORK NY 10017 990 2022-07-01 132573827 THE INSTITUTES OF APPLIED HUMAN DYNAMICS INST 9142204300 32 WARREN AVENUE TARRYTOWN NY 10591 OMAYRA ANDINO CEO 9142204300 2024-03-28 1 OMAYRA ANDINO 999009999 0 DAVID ROTTKAMP P01303468 2126616166 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z OMAYRA ANDINO 32 WARREN AVENUE TARRYTOWN NY 10591 63744564 0 X WWW.IAHDNY.ORG X 1957 NY WE ARE COMMITTED TO POSITIVELY IMPACT THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND THEIR FAMILIES. OUR FOCUS IS TO UNDERSTAND AND RESPECT EACH PERSON'S UNIQUE STRENGTHS, QUALITIES AND DREAMS FINDING WAYS TO SUPPORT BUILDING FULFILLED LIVES. 16 12 784 16 0 0 8489254 657926 66304841 62609575 28685 313718 152067 125553 74974847 63706772 0 0 0 0 51234944 47308509 0 0 217672 16704467 17253066 67939411 64561575 7035436 -854803 40520014 39248364 22920443 22468415 17599571 16779949 X SEE SCHEDULE OWE ARE COMMITTED TO POSITIVELY IMPACT THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND THEIR FAMILIES. OUR FOCUS IS TO UNDERSTAND AND RESPECT EACH PERSON'S UNIQUE STRENGTHS, QUALITIES AND DREAMS FINDING WAYS TO SUPPORT BUILDING FULFILLED LIVES. 0 0 42332524 43158422 RESIDENTIAL SERVICES- SEE SCHEDULE ORESIDENTIAL SERVICES: IAHD PROVIDES RESIDENTIAL SERVICES TO INDIVIDUALS WHO HAVE SIGNIFICANT DEVELOPMENTAL DISABILITIES. USING PERSON CENTERED PLANNING TECHNIQUES, INDIVIDUALS PARTICIPATE IN THE DEVELOPMENT OF A LIFE PLAN TO IDENTIFY THE OUTCOMES EACH PERSON WISHES TO ATTAIN. STAFF ENCOURAGE PEOPLE TO PARTICIPATE IN THE DAILY ROUTINES AND ACTIVITIES OF HOME AND PERSONAL LIFE, AS WELL AS TO INCREASE THEIR CAPACITIES FOR DECISION MAKING AND THEIR PROSPECTS FOR SOCIALIZATION, RECREATION, AND LEISURE. THE RESIDENCES OFFER SUPPORTS FOR PEOPLE, WHILE AT THE SAME TIME PROVIDING EXPERIENCES TO FOSTER INDEPENDENCE AND TRUE COMMUNITY INCLUSION AND PARTICIPATION. THIS OPTION IS PROVIDED FOR INDIVIDUALS REQUIRE LESS SUPPORT WHO HAVE THE BASIC SKILLS AND WISH TO LIVE INDEPENDENTLY BUT REQUIRE SOME ADDITIONAL SUPPORTS TO BE SUCCESSFUL. SUPPORTS ARE TAILORED TO MEET EACH PERSON'S NEEDS. STAFF PROVIDE OVERSIGHT TO ENSURE BASIC HEALTH AND SAFETY AND TO ASSIST PEOPLE TO BUILD COMPETENCIES IN APARTMENT MANAGING, BUDGETING, MEAL PLANNING, SOCIAL INTERACTIONS AND PROBLEM SOLVING. THESE HOMES PROVIDE INDIVIDUALS WITH HIGH NEEDS WITH INTENSE LEVEL OF SUPPORTS FROM CLINICIANS AND DIRECT SUPPORT PROFESSIONALS (DSP). STAFF ASSIST INDIVIDUALS TO LEARN BASIC LIFE SKILLS, INCLUDING COMMUNICATION, PERSONAL CARE, SOCIALIZATION, HEALTH, AND WELLNESS ACTIVITIES AND HOW TO BECOME A PART OF COMMUNITY LIFE. 17030157 19059899 DAY HABILITATION SERVICES- SEE SCHEDULE ODAY SERVICES: IAHD PROVIDES DAY HABILITATION SERVICES TO INDIVIDUALS WITH SIGNIFICANT CHALLENGES IN ALL AREAS OF FUNCTION, INCLUDING COGNITION, COMMUNICATION, BEHAVIOR, AND ADAPTIVE LIVING SKILLS. IAHD'S DAY HABILITATION PROGRAMS SERVE A LARGE GEOGRAPHICAL AREA IN THE BRONX AND WESTCHESTER. TRAINED PROFESSIONALS WORK WITH FAMILIES, STAFF AND FRIENDS TO DEVELOP INDIVIDUAL SERVICE PLANS FOR THE INDIVIDUALS IN THE PROGRAM, TO DETERMINE WHAT OUTCOMES THEY WANT TO ACHIEVE DURING THEIR DAY HABILITATION PROGRAM, AND TO ESTABLISH THE ACTIVITIES THAT WILL BEST ASSIST THEM TO ACHIEVE THESE OUTCOMES. INDIVIDUALS ARE GIVEN CHOICES AS TO THE ACTIVITIES THEY PREFER TO PARTICIPATE IN, SUCH AS ART, MUSIC, FITNESS AND COMPUTER USAGE, AND WHILE THEY PARTICIPATE IN THESE ACTIVITIES, THEY RECEIVE TRAINING IN MANY SKILL AREAS. INVOLVEMENT IN COMMUNITY LIFE IS AN ESSENTIAL PART OF THE DAY HABILITATION PROGRAM, AND INDIVIDUALS RECEIVE TRAINING IN HOW TO PARTICIPATE IN COMMUNITY ACTIVITIES IN AN APPROPRIATE MANNER. 279665 146494 COMMUNITY HABILITATION R SERVICES- SEE SCHEDULE OCOMMUNITY HABILITATION R SERVICES: IAHD PROVIDES COMMUNITY HABILITATION R SERVICES TO INDIVIDUALS BY PROVIDING TRAINED PROFESSIONAL WORK WITH FAMILIES AND FRIENDS, DEVELOPING SERVICE PLANS FOR THE INDIVIDUALS TO ENHANCE COMMUNITY INTEGRATION INCLUDING ADAPTIVE SKILLS, SOCIALS SKILLS, MONEY MANAGEMENT AND OTHERS. 46766 234143 RESPITE SERVICES: IAHD PROVIDES SITE BASED RESPITE SERVICE FOR INDIVIDUALS AND THEIR FAMILY AS SUPPORT TO THE FAMILY AND FRIENDS TO TAKE TIME FOR THEMSELVES WHILE THE INDIVIDUALS RECEIVE PROFESSIONAL AND SUPERVISED SUPPORT. 7115 10617 SEMP: THE SUPPORTED EMPLOYMENT PROGRAM ALLOWS FOR SUSTAINED COMMITMENT TO INDIVIDUALS WHO HAVE OBTAINED EMPLOYMENT BY OFFERING SUPPORT TO CONTINUE BUILDING AND MAINTAINING SKILLS THEY NEED TO BE SUCCESSFUL AT THEIR JOBS. THIS SUPPORT CAN INCLUDE ON-THE-JOB COACHING AS WELL AS OFF-THE-CLOCK TRAINING. EMPLOYMENT SERVICES CAN BE COMBINED WITH DAY HABILITATION TO SUIT EACH PERSON'S SCHEDULE 42169 ART GALLERY: THE VALUE OF ART AS A THERAPEUTIC MEDIUM AND AS A MEANS OF COMMUNICATION IS CENTRAL TO IAHD'S PROGRAM. THROUGH THE ART PROCESS AND THE CREATION OF VARIED WORKS, INDIVIDUALS HAVE OPPORTUNITIES TO INCREASE AWARENESS OF THEMSELVES AND OTHERS, DEVELOP COPING STRATEGIES FOR STRESS, ENHANCE COGNITIVE ABILITIES AND ORGANIZATION SKILLS, PARTAKE IN SENSORY AND MOTOR EXPERIENCES AND FIND ENJOYMENT IN THE PROCESS OF CREATING ART AND THE IDENTIFICATION OF THEMSELVES AS ARTISTS. 96050 244760 59738396 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 30 0 1 784 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ANYELINE SANTOS 9142204319 32 WARREN AVENUE TARRYTOWN NY 10591 MATTHEW KIAMIE CHAIRPERSON 1.00 X X 0 0 0 JEFFREY WINIK VICE CHAIRPERSON 1.00 4.00 X X 0 0 0 PADRAIC REYNOLDS TREASURER 1.00 X X 0 0 0 DORIS FIGUEROA SECRETARY 1.00 X X 0 0 0 ANNA MAE VENER FAMILY ADVOCATE 1.00 X 0 0 0 MIKE REYNOLDS BOARD MEMBER 1.00 X 0 0 0 MICHAEL AGOVINO BOARD MEMBER 1.00 4.00 X 0 0 0 IRIS COLEMAN BOARD MEMBER 1.00 X 0 0 0 JEFFREY DI NAPOLI BOARD MEMBER 1.00 X 0 0 0 ELAINE JONES BOARD MEMBER 1.00 X 0 0 0 PAUL H KIM BOARD MEMBER 1.00 X 0 0 0 HOWARD ROSENZWEIG BOARD MEMBER 1.00 4.00 X 0 0 0 MICHAEL WINIK BOARD MEMBER 1.00 X 0 0 0 JEREMY KRANTZ BOARD MEMBER 1.00 X 0 0 0 JOHN CARPENTER BOARD MEMBER 1.00 X 0 0 0 MARY K ST MARK FORMER CHAIR 1.00 X 0 0 0 OMAYRA ANDINO CHIEF EXECUTIVE OFFICER 40.00 X 325404 0 32853 MICHAEL MAZZOCCO ENDED 1222 CHIEF FINANCIAL OFFICER 40.00 X 227772 0 9851 MARY GRACE GIULIANO CHIEF OPERATING OFFICER 40.00 X 224001 0 28468 ELLEN GRIFFIN STARTED 1222 CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 PAULETTE MAPP PROGRAM OR SITE DIRECTOR 40.00 X 167887 0 26083 VINCENT ST MARK WORKFORCE DEVELOPMENT 40.00 X 142344 0 46160 ERICA ROBINSON DIRECTOR OF CLINICAL SUPPORT 40.00 X 142590 0 46118 ELIZABETH MATTHEWS CHIEF QUALITY ENHANCEMENT 40.00 X 189727 0 26985 GABRIELE OPAZO PROGRAM OR SITE DIRECTOR 40.00 X 157942 0 45971 1577667 0 262489 16 0 1 0 M & M CLEANING SERVICES LLC 2943 RADCLIFF AVENUE BRONX NY 10469 CLEANING SERVICES 310017 PEARLCARE SEARCH GROUP LLC 1428 WEST BELMONT AVE NEW YORK NY 10022 TEMP SERVICES 130958 GRASSI & CO CPAS PC 750 3RD AVENUE NEW YORK NY 10017 ACCOUNTING AND AUDITING SERVICES 128783 3 291934 190027 175965 657926 RESIDENTIAL SERVICES 624100 43158422 43158422 DAY SERVICES 624310 19059899 19059899 OTHER SERVICES 624100 391254 391254 62609575 313718 313718 0 291934 37792 -37792 -37792 MISCELLANEOUS 561000 163345 163345 163345 63706772 62609575 0 439271 909368 909368 32146956 30865991 1151210 129755 1255366 1212120 39098 4148 9397185 8869857 496972 30356 3599634 3384816 203233 11585 188161 188161 195022 195022 1531559 1380822 146570 4167 1678704 1430468 224833 23403 2004905 1550885 454020 5140642 5133337 6530 775 86967 60733 26215 19 271957 268421 3473 63 1577148 1487865 89283 844436 779189 65247 REPAIRS AND MAINTENANCE 2447459 2125566 311204 10689 NYS HEALTH FACILITY 480959 480959 FOOD 225039 211097 13491 451 BAD DEBT 7947 1593 6354 572161 494677 75223 2261 64561575 59738396 4605507 217672 11728 16823 14857328 14463931 6702433 6923706 383635 441209 39792830 27697324 12984272 12095506 5580618 5307189 40520014 39248364 8106638 8636974 187527 27000 4364738 4213528 684783 833764 2368701 1882870 7208056 6874279 22920443 22468415 X 17580941 16711314 18630 68635 17599571 16779949 40520014 39248364 -854803 35182 X X 0 1 X 1 0 X 413607 181678 1196183 8489254 657926 10938648 59859573 61108295 57049201 66304841 62609575 306931485 60273180 61289973 58245384 74794095 63267501 317870133 0 0 0 317870133 4098 20521 18508 28685 313718 385530 4098 20521 18508 28685 313718 385530 121003 7785 22114 178605 163345 492852 60398281 61318279 58286006 75001385 63744564 318748515 0.99720 0.99850 0.00120 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 121,003. 2019 AMOUNT: $ 7,785. 2020 AMOUNT: $ 22,114. 2021 AMOUNT: $ 178,605. 2022 AMOUNT: $ 163,345. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2641883 2641883 17197740 10820541 6377199 14139975 11442795 2697180 5813232 5433988 379244 12095506 DUE FROM RELATED PARTIES 597534 ASSETS LIMITED AS TO USE 138306 RIGHT-OF-USE ASSETS - FINANCE LEASE 922207 RIGHT-OF-USE ASSETS - OPERATING LEASE 3649142 5307189 ESTIMATED THIRD-PARTY PAYOR LIABILITIES 1754404 LEASE LIABILITIES - FINANCE LEASE 747427 LEASE LIABILITIES - OPERATING LEASE 4372448 6874279 X PART IV, LINE 2B: IAHD HOLDS CUSTODIAL FUNDS ON BEHALF OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. PART X, LINE 2: IAHD HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. IAHD IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. IAHD BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2020. AWARD REWARDS DINNER 247969 247969 5000 27131 DIRECT MAILING 31561 31561 5557 2 12404 12404 104 291934 291934 5000 32792 37792 -37792 X X X X X 0 0 0 0 0 0 0 0 0 OMAYRA ANDINO CHIEF EXECUTIVE OFFICER 316404 0 0 0 9000 0 14107 0 18746 0 358257 0 0 0 MARY GRACE GIULIANO CHIEF OPERATING OFFICER 215001 0 0 0 9000 0 9722 0 18746 0 252469 0 0 0 MICHAEL MAZZOCCO ENDED 1222 CHIEF FINANCIAL OFFICER 218772 0 0 0 9000 0 9851 0 0 0 237623 0 0 0 ELIZABETH MATTHEWS CHIEF QUALITY ENHANCEMENT 171727 0 0 0 18000 0 8239 0 18746 0 216712 0 0 0 GABRIELE OPAZO PROGRAM OR SITE DIRECTOR 139942 0 0 0 18000 0 6087 0 39884 0 203913 0 0 0 PAULETTE MAPP PROGRAM OR SITE DIRECTOR 158887 0 0 0 9000 0 7337 0 18746 0 193970 0 0 0 ERICA ROBINSON DIRECTOR OF CLINICAL SUPPORT 133590 0 0 0 9000 0 6234 0 39884 0 188708 0 0 0 VINCENT ST MARK WORKFORCE DEVELOPMENT 133344 0 0 0 9000 0 6276 0 39884 0 188504 0 0 0 A DORMITORY AUTHORITY OF STATE OF NY 146000293 65000BBS6 2021-06-23 4155000 FINANCING PROJECTS 0 0 1 B DORMITORY AUTHORITY OF STATE OF NY 146000293 65000BBT4 2021-06-23 360000 FINANCING PROJECTS 0 0 1 A 4155000 134220 130523 2021 0 0 0 1 B 360000 4086 158766 2021 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 VINCENT ST MARK FAMILY MEMBER OF BOARD MEMBER 183047 EMPLOYMENT 0 HOWARD ROSENZWEIG BOARD MEMBER 167612 JANITORIAL 0 MICHAEL AGOVINO BOARD MEMBER 51162 PHARMACY/ MEDICAL SUPPLIES 0 GLORIA TAVERAS FAMILY MEMBER OF BOARD MEMBER 94270 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: HOWARD ROSENZWEIG (D) DESCRIPTION OF TRANSACTION: JANITORIAL PRODUCTS FORM 990, PART VI, SECTION A, LINE 2 THREE BOARD MEMBERS HAVE A FAMILY RELATIONSHIP WITH THREE OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AFTER WHICH IT IS DISTRIBUTED TO EACH BOARD MEMBER FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST POLICY STATMENT ON AN ANNUAL BASIS. THE CHIEF EXECUTIVE OFFICER REVIEWS ALL STATEMENTS AND ANY POTENTIAL CONFLICTS ARE PRESENTED TO THE BOARD. IF A CONFLICT IS DEEMED TO EXIST, THE INDIVIDUAL IN CONFLICT IS NOT ALLOWED TO BE INVOLVED IN THE DECISION MAKING PROCESS FOR THE TRANSACTION FOR WHICH THE INDIVIDUAL IS IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD SETS THE CEO'S SALARY BASED ON THE SALARY FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, FORM 990 OF OTHER ORGANIZATIONS, AND REVIEW OF COMPENSATION SURVEYS. THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL REVIEW OF HIS SALARY, PREPARING A WRITTEN CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 3680 HOLDING CORPORATION 32 WARREN AVENUE TARRYTOWN NY 10591 133132781 REAL ESTATE HOLDING NY 501(C)(2) THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 HABILITATION HOSTELS RESIDENTIAL CORPORATION 32 WARREN AVENUE TARRYTOWN NY 10591 133082895 HOUSING NY 501(C)(3) LINE 11 THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 DYNAMICS HOSTELS RESIDENCE CORPORATION 32 WARREN AVENUE TARRYTOWN NY 10591 133127899 HOUSING NY 501(C)(3) LINE 12A, I THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 DYNAMICS RESIDENCE CORPORATION OF BURKE AVENUE 32 WARREN AVENUE TARRYTOWN NY 10591 133188076 HOUSING NY 501(C)(3) LINE 11 THE INSTITUTES OF APPLIED HUMAN DYNAMICS 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 3680 HOLDINGS COMPANY INC K 94755