2024-04-23T15:36:03-05:00 2023-06-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2022-07-01 521094078 NATIONAL CENTER ON INSTITUTIONS AND ALTERNATIVES INC NATI 4437801300 7130 RUTHERFORD ROAD BALTIMORE MD 21244 SHAWNA GOTTLIEB CFO & VP 4437801300 2024-04-23 1 SHAWNA GOTTLIEB 999009999 0 SUSAN KELLER P00245169 4107275735 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLE ARGO 7130 RUTHERFORD ROAD BALTIMORE MD 21244 35623175 0 X HTTP://WWW.NCIANET.ORG/ X 1977 DE NCIA OPERATES COMMUNITY RESIDENCES AND A VOCATIONAL PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS, A SPECIAL EDUCATION SCHOOL, AND OTHER SOCIAL SERVICES PROGRAMS DESCRIBED ON OUR WEBSITE. 8 5 585 7 0 0 3706836 1571928 31053671 33303480 0 0 523275 747767 35283782 35623175 0 0 0 0 22137211 22058647 0 0 0 17097692 12725663 39234903 34784310 -3951121 838865 26410698 34726528 16772764 24042670 9637934 10683858 X EMPOWERING PEOPLE WITH LIMITED ACCESS TO OPPORTUNITIES TO BUILD FULFILLING LIVES AND STRONGER COMMUNITIES, THROUGH UNCONDITIONAL SUPPORT. 0 0 16896102 20808966 NCIA'S ADULT RESIDENTIAL PROGRAM PROVIDES OUR PARTICIPANTS WITH OPPORTUNITIES TO DEVELOP AND MAINTAIN SKILLS RELATED TO ACTIVITIES OF DAILY LIVING AND SOCIALIZATION WITHIN A COMMUNITY-BASED HOUSEHOLD. PARTICIPANTS ARE PROVIDED WITH OPPORTUNITIES TO DEVELOP SKILLS TO LEARN SOCIALLY ACCEPTABLE BEHAVIORS, EFFECTIVE COMMUNICATION, SELF-DIRECTION, PROBLEM SOLVING, DAILY LIVING AND OTHER SIMILAR SKILLS. THE ULTIMATE GOAL IS TO ASSIST OUR PARTICIPANTS TO ATTAIN THEIR DESIRED LEVEL OF INDEPENDENT LIFE SKILLS AND COMMUNITY INTEGRATION. DURING FY23 NCIA PROVIDED RESIDENTIAL SERVICES TO 103 INDIVIDUALS. 2169664 2672123 NCIA'S CAREER DEVELOPMENT CENTER (CDC) PROVIDES DAY HABILITATION SERVICES TO OUR PARTICIPANTS, WHICH IS FOCUSED ON THE DEVELOPMENT AND MAINTENANCE OF SKILLS RELATED TO ACTIVITIES OF DAILY LIVING, VOCATION, AND SOCIALIZATION THROUGH PARTICIPATION IN MEANINGFUL ACTIVITIES. IN THIS STATE-OF-THE-ART FACILITY, WE SERVED APPROXIMATELY 67 INDIVIDUALS WITH PROGRAMS FOCUSED ON EMPLOYMENT SKILLS. COMMUNITY BASED ACTIVITIES ARE AN INTEGRAL PART OF THE PROGRAM WHERE INDIVIDUALS PARTICIPATE IN RECREATIONAL AND CULTURAL ACTIVITIES IN THE COMMUNITY. 3684742 4538068 THE NCIA YOUTH IN TRANSITION SCHOOL (YIT) HAS PROVIDED EDUCATIONAL, VOCATIONAL AND RELATED SERVICES FOR STUDENTS AGE 11-21 WITH AUTISM, EMOTIONAL DISABILITIES AND/OR INTELLECTUAL DISABILITIES. YIT BELIEVES THAT THE RESPONSIBILITY OF EDUCATION IS TO PROVIDE ALL STUDENTS WITH THE BASIC SKILLS NEEDED FOR A USEFUL AND FULFILLING LIFE. THIS CAN ONLY BE ACCOMPLISHED BY DEVELOPING THE FULLEST POTENTIAL OF EACH STUDENT. WE RECOGNIZE THE INDIVIDUALITY OF EACH CHILD AND THAT EACH STUDENT CAN MAKE A UNIQUE CONTRIBUTION TO SOCIETY. DURING FY23, YIT EDUCATED AN AVERAGE OF 47 STUDENTS. 6451874 5284323 NCIA'S BUSINESS SERVICE DEPARTMENT FOCUSES ON OBTAINING COMMERCIAL, STATE AND FEDERAL CONTRACTS TO EMPLOY PEOPLE WITH DISABILITIES. INDIVIDUALS ARE PROVIDED WITH THE NECESSARY SUPPORTS TO ASSIST THEM IN IDENTIFYING CAREER AND EMPLOYMENT INTERESTS AND FINDING AND KEEPING A JOB. BUSINESS SERVICES HAS AN INTEGRATED WORKFORCE THAT INCLUDES ALMOST 62 PEOPLE WITH DISABILITIES. 6451874 5284323 29202382 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 1 1 1 0 0 0 1 91 0 1 585 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X SHAWNA GOTTLIEB 4437801351 7130 RUTHERFORD ROAD BALTIMORE MD 21244 HERBERT HOELTER CO-FOUNDER/CHAIRMAN 40.00 X X 708111 0 6754 ANDREW JAMES HUNT DIRECTOR 0.50 X 0 0 0 CHRISTINE PAHIGIAN DIRECTOR 0.50 X 0 0 0 LINDSAY M HAYES DIRECTOR 0.50 X 0 0 0 RHONDA PIERCE-BROOKS DIRECTOR 0.50 X 0 0 0 VINCENT M WESLEY DIRECTOR 0.50 X 0 0 0 WALID PETRI DIRECTOR 0.50 X 0 0 0 CAROLE ARGO CHIEF EXECUTIVE OFFICER 40.00 X 224969 0 11815 SHAWNA GOTTLIEB CFO (2022) 40.00 X 176745 0 262 ALICE KEEPERS SECRETARY 40.00 X 76596 0 2195 ANGELA CHAMBERS-HINTON DIRECTOR OF YOUTH IN TRANS 40.00 X 148406 0 5444 ERIN LEE LINDHOLM EXECUTIVE DIRECTOR OF ADUL 40.00 X 143792 0 5195 1478619 0 31665 5 0 1 0 RESORT HEALTH SERVICES 6600 BELAIR ROAD BALTIMORE MD 21206 RESIDENTIAL SERVICE AGENCY 1480197 ABLE HEALTH CARE SERVICE INC 7131 LIBERTY ROAD SUITE 200 BALTIMORE MD 21207 RESIDENTIAL SERVICE AGENCY 1453656 GOOD SHEPHERD HEALTH CARE SERVICES 8319 LIBERTY ROAD WINDSOR MILL MD 21244 RESIDENTIAL SERVICE AGENCY 1224718 ART WARD SERVICES 2425 BACHMAN VALLEY RD MANCHESTER MD 21102 CONSTRUCTION 376365 DIMENSTIONAL HEALTHCARE ASSOCIATION 304 CORDON DR CHURCH HILL MD 21623 RESIDENTIAL SERVICE AGENCY 349989 5 1126541 445387 1571928 RESIDENTAL SERVICES 623990 20808966 20808966 COMMERCIAL SERVICE CONTRACTS 561499 6010495 6010495 EDUCATIONAL SERVICES 611600 4538068 4538068 VOCATIONAL SERVICES 624100 1851136 1851136 CRIMINAL JUSTICE SERVICES 541900 94815 94815 33303480 OTHER ACTIVITIES 900099 747767 747767 747767 35623175 33303480 0 747767 X 1557408 1336111 221297 17188221 14745896 2442325 1474218 1290063 184155 1838800 1551031 287769 119175 2373 116802 192851 192851 4416788 4416788 1146350 265132 881218 554587 396436 158151 985531 884857 100674 617431 586245 31186 148887 117414 31473 427454 226316 201138 1019917 732888 287029 598410 584111 14299 MAINTENANCE AND HOUSEKE 1159359 1090318 69041 CLIENT COSTS 642770 633118 9652 MISCELLANEOUS 424621 141222 283399 TELEPHONE 127781 78306 49475 143751 123757 19994 34784310 29202382 5581928 0 X 6591820 13789836 2958270 3666177 183654 296257 23006049 7877565 15832291 15128484 166277 230507 678386 1615267 26410698 34726528 3743913 3453945 229778 7490100 10588796 10824118 2210277 2274507 16772764 24042670 X 9553934 10239676 84000 444182 9637934 10683858 26410698 34726528 X 838865 207059 X X 0 1 X 1 1 1 X 493442 90400 6700461 3706836 1571928 12563067 31408693 32438982 31345234 31053671 33303480 159550060 31902135 32529382 38045695 34760507 34875408 172113127 0 0 0 172113127 222949 1158124 373951 523275 747767 3026066 32125084 33687506 38419646 35283782 35623175 175139193 0.98270 0.98520 0.00000 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3134225 3134225 14954803 4659892 10294911 2926475 1866858 1059617 1977797 1338066 639731 12749 12749 0 15128484 457B PLAN - DEFERRED COMPENSATION 230507 DEFERRED COMPENSATION 2044000 2274507 X 35965181 342006 342006 35623175 0 35623175 34784310 0 34784310 0 34784310 PART IV, LINE 2B: THE COMPANY IS THE REPRESENTATIVE PAYEE FOR MANY OF ITS DEVELOPMENTALLY DISABLED CLIENT'S SOCIAL SECURITY ADMINISTRATION (SSA) BENEFITS. AS SUCH, IT RECEIVES THE BENEFIT CHECKS EACH MONTH AND DISTRIBUTES THE FUNDS FOR CLIENT'S NEEDS PER SSA, STATE, AND AGENCY GUIDELINES. ANY FUNDS REMAINING AT THE END OF THE MONTH ARE HELD IN BANK ACCOUNTS SEPARATE FROM THOSE OF THE AGENCY. PART X, LINE 2: NCIA FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITION WHICH DO NOT MEET A "MORE LIKELY THAN NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: NCIA FOUNDATION REVENUE 342,006. SCHEDULE D PART X 457B PLAN - DEFERRED COMPENSATION: NCIA MAINTAINS A 457(B) ELIGIBLE DEFERRED-COMPENSATION PLAN, WHICH PROVIDES CERTAIN BENEFITS FOR ELIGIBLE EMPLOYEES. THE 457(B) PLAN ALLOWS ELIGIBLE EMPLOYEES TO DEFER A PORTION OF THEIR COMPENSATION, AS WELL AS NCIA TO MAKE CONTRIBUTIONS ON BEHALF OF 457(B) PLAN PARTICIPANTS. THE 457(B) DEFERRED COMPENSATION PLAN IS VALUED AT $230,507 AS OF THE YEAR ENDED JUNE 30, 2023. X X X X X 0 0 0 0 0 0 0 0 0 HERBERT HOELTER CO-FOUNDER/CHAIRMAN 276715 0 392168 0 39228 0 6100 0 654 0 714865 0 0 0 CAROLE ARGO CHIEF EXECUTIVE OFFICER 199990 0 0 0 24979 0 4015 0 7800 0 236784 0 0 0 SHAWNA GOTTLIEB CFO (2022) 159660 0 17000 0 85 0 262 0 0 0 177007 0 0 0 ANGELA CHAMBERS-HINTON DIRECTOR OF YOUTH IN TRANS 147184 0 0 0 1222 0 2252 0 3192 0 153850 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY NCIA FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AN ANNUAL FORM AFFIRMING NO CONFLICTS OR LISTING ANY KNOWN CONFLICTS. THESE FORMS ARE IN THE CUSTODY OF THE CORPORATE SECRETARY AND ANY POTENTIAL CONFLICTS ARE MONITORED IN CONJUCTION WITH THE COMPLIANCE DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15A NCIA CONSULTS WITH INDEPENDENT COMPENSATION PROFESSIONALS AND REVIEWS COMPARABILITY STUDIES TO ENSURE COMPENSATION IS REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 NCIA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS THE GENERAL PUBLIC ON REQUEST. THE COMPANY ALSO UPLOADS ITS 990 TO THE GUIDESTAR.ORG SITE WITHIN TWO WEEKS OF ACCEPTANCE OF THE RETURN BY THE IRS. FORM 990, PART IX, LINE 11G CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 4,416,788. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,416,788. FORM 990, PART X, LINE 15B IN FEBRUARY 2016, THE FASB ISSUED ACCOUNTING STANDARDS UPDATE 2016-02 LEASES (TOPIC 842) TO INCREASE TRANSPARENCY AND COMPARABILITY AMONG ORGANIZATIONS BY RECOGNIZING LEASE ASSETS AND THE CORRESPONDING LEASE LIABILITIES AND DISCLOSING KEY INFORMATION ABOUT LEASING ARRANGEMENTS FOR LESSEES AND LESSORS. THE NEW STANDARD APPLIES A RIGHT-OF-USE MODEL THAT REQUIRES, FOR ALL LEASES WITH A LEASE TERM OF MORE THAN 12 MONTHS, AN ASSET REPRESENTING ITS RIGHT TO USE THE UNDERLYING ASSET FOR THE LEASE TERM AND A LIABILITY TO MAKE LEASE PAYMENTS TO BE RECORDED. THE ORGANIZATION ADOPTED THE STANDARD EFFECTIVE JULY 1, 2022 AND RECOGNIZED AND MEASURED LEASES EXISTING AT, OR ENTERED INTO AFTER, JULY 1, 2022 THROUGH A CUMULATIVE EFFECT ADJUSTMENT. THE STANDARD HAD A MATERIAL IMPACT ON THE STATEMENT OF FINANCIAL POSITION BUT DID NOT HAVE A MATERIAL IMPACT ON THE STATEMENT OF ACTIVITIES NOR THE STATEMENT OF CASH FLOWS. THE MOST SIGNIFICANT IMPACT WAS THE RECOGNITION OF RIGHT-OF-USE ASSETS AND LEASE LIABILITIES FOR OPERATING LEASES. TO CONFORM WITH FASB AND TO AGREE WITH THE FINANCIAL STATEMENT, THE RIGHT OF USE ASSET HAS BEEN SEPERATELY STATED AS AN OTHER ASSET ON THIS 990. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP CONTRACT 207,059. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM PRIOR YEARS. NCIA SAQ LLC 7130 RUTHERFORD ROAD BALTIMORE MD 21244 REAL ESTATE MD 2671688 NCIA INC 7130 RUTHERFORD ROAD LLC 7130 RUTHERFORD ROAD BALTIMORE MD 21244 203546354 REAL ESTATE MD 2150000 NCIA INC 7205 RUTHERFORD ROAD LLC 7130 RUTHERFORD ROAD BALTIMORE MD 21244 REAL ESTATE MD NCIA INC NCIA PROPERTY HOLDINGS LLC 7130 RUTHERFORD ROAD BALTIMORE MD 21244 REAL ESTATE MD NCIA INC NCIA FOUNDATION INC 7130 RUTHERFORD RD BALTIMORE MD 21244 884109161 SUPPORT NCIA IN ITS MISSION DE 501(C)(3) LINE 12A, I NATIONAL CENTER ON INSTITUTIONS AND ALTERNATIVES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0