2024-02-29T10:52:38-06:00 2023-05-31 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2022-06-01 135678837 NYSARC INC NYSA 5184398311 29 BRITISH AMERICAN BLVD LATHAM NY 12110 ERIK GEIZER CEO 5184398311 2024-02-29 1 ERIK GEIZER 999009999 0 ARIEL F RUIZ P01346991 5184644080 2024-02-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIK GEIZER 29 BRITISH AMERICAN BLVD LATHAM NY 12110 9976594 0 1256 X WWW.NYSARC.ORG X 1949 NY NYSARC WAS FOUNDED IN 1949 TO MEET A CRITICAL MISSION - TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES. 42 42 83 42 0 0 1022043 0 5939911 5578549 163794 245139 3895362 4152906 11021110 9976594 15000 22500 0 0 6632170 6974812 0 0 0 3087655 3647863 9734825 10645175 1286285 -668581 28703633 27766342 17235282 17436412 11468351 10329930 X TO IMPROVE THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES IN EVERY MANNER POSSIBLE. 0 0 5016787 5578549 NYSARC OFFERS A FULL RANGE OF TRUST SERVICES, ADMINISTRATION OF POOLED TRUSTS, AS WELL AS FIRST- AND THIRD-PARTY INDIVIDUAL TRUSTS, ALL OF WHICH ARE DESIGNED TO MEET THE NEEDS OF PEOPLE WITH ANY TYPE OF DISABILITY. ALL QUALIFY AS SUPPLEMENTAL NEEDS TRUSTS. A SUPPLEMENTAL NEEDS TRUST IS A WAY TO SET ASIDE FUNDS TO ENHANCE THE QUALITY OF LIFE OF AN INDIVIDUAL WITH SPECIAL NEEDS WITHOUT RISKING THAT PERSON'S BENEFITS UNDER VARIOUS GOVERNMENT PROGRAMS. 581242 22500 THE PROVISION OF EDUCATION, TRAINING, REHABILITATION AND RESEARCH FOR INDIVIDUALS WITH INTELLECTUAL AND OTHER DISABILITIES. AS A LEADING ADVOCATE FOR PERSONS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES, THE ORGANIZATION PROVIDES SUPPORT, INFORMATION, DIRECTION AND OTHER SERVICES. 360561 THE ORGANIZATION PROVIDES TRAINING, FINANCIAL SUPPORT AND TECHNICAL LEGAL ASSISTANCE THROUGH A STATEWIDE GUARDIANSHIP PROGRAM. THE PROGRAM IS ADMINISTERED THROUGH NYSARC'S STATE OFFICE AND SERVES INDIVIDUALS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES. 39908 OTHER PROGRAMS 39908 5998498 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 42 42 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 NY X X CYNTHIA BOROZNY 5184398311 29 BRITISH AMERICAN BLVD LATHAM NY 12110 DAVID IRISH VICE PRESIDENT, WESTERN RE 1.00 X X 0 0 0 ELLEN FELDMAN VICE PRESIDENT, CENTRAL RE 1.00 X X 0 0 0 STEVEN DROBYSH TREASURER (CENTRAL REGION) 1.00 X X 0 0 0 ANNE MARIE LOCKHART BOARD MEMBER 1.00 X 0 0 0 ROSA RODRIGUEZ SECRETARY (METRO REGION) 1.00 X X 0 0 0 DR JOHN KOWALCZYK PRESIDENT (CENTRAL REGION) 1.00 X X 0 0 0 ROSE MARY CELLA MEMBER AT LARGE 1.00 X 0 0 0 JEROME ISAACS BOARD MEMBER 1.00 X 0 0 0 SUSAN LUCAS BOARD MEMBER 1.00 X 0 0 0 SHELLEY WINTERS BOARD MEMBER 1.00 X 0 0 0 MICHAEL MACWILLIAMS BOARD MEMBER 1.00 X 0 0 0 RICHARD ERICKSON BOARD MEMBER 1.00 X 0 0 0 DOROTHY WHEELER BOARD MEMBER 1.00 X 0 0 0 PAUL DICAPRIO BOARD MEMBER 1.00 X 0 0 0 JOANNA GRECO BOARD MEMBER 1.00 X 0 0 0 RICHARD RIMA BOARD MEMBER 1.00 X 0 0 0 CHERYL ENGLERT BOARD MEMBER 1.00 X 0 0 0 DEBORAH WILBUR BOARD MEMBER 1.00 X 0 0 0 ELLEN SHANAHAN BECKER ESQ BOARD MEMBER 1.00 X 0 0 0 MARY JO HEBERT BOARD MEMBER 1.00 X 0 0 0 LAURA KEARINS BOARD MEMBER 1.00 X 0 0 0 HAROLD HOFFMEIER JR BOARD MEMBER 1.00 X 0 0 0 JAMES WARREN BOARD MEMBER 1.00 X 0 0 0 PAUL GIORDANO BOARD MEMBER 1.00 X 0 0 0 GORDON EYER BOARD MEMBER 1.00 X 0 0 0 WALTER HOGAN BOARD MEMBER 1.00 X 0 0 0 ROBERT KLEPPANG BOARD MEMBER 1.00 X 0 0 0 JUDY O'ROURKE BOARD MEMBER 1.00 X 0 0 0 MIKE OSTRANDER BOARD MEMBER 1.00 X 0 0 0 MARY PAT HARRIS BOARD MEMBER 1.00 X 0 0 0 ARTHUR STILWELL BOARD MEMBER 1.00 X 0 0 0 DEBORAH PFLIEGER ASSISTANT TREASURER (METRO 1.00 X 0 0 0 STEPHANIE DYER ASSISTANT REGIONAL VP(CENT 1.00 X X 0 0 0 SHARON BOYD ASSISTANT REGIONAL VP (WES 1.00 X X 0 0 0 JOHN SMITH ASSISTANT REGIONAL VP (MET 1.00 X X 0 0 0 JOANNA VALENTE ORR ASSISTANT REGIONAL VP (CAP 1.00 X X 0 0 0 JACKIE SAUTER BOARD MEMBER 1.00 X 0 0 0 MAUREEN LOUIS BOARD MEMBER 1.00 X 0 0 0 LAURA KENNEDY BOARD MEMBER 1.00 X 0 0 0 RAYMOND FERRIGNO BOARD MEMBER 1.00 X 0 0 0 SALLY DUNBAR BOARD MEMBER 1.00 X 0 0 0 PATRICIA ROSS BOARD MEMBER 1.00 X 0 0 0 KATHRYN JERIAN COO 35.00 X 227082 0 43114 ERIK GEIZER CEO 35.00 X 335396 0 39963 SEAN WADE COO/ TRUST SERVICES 35.00 X 156985 0 29828 CYNTHIA BOROZNY CFO 35.00 X 232152 0 39933 ANNAMARIE COLEMAN TRUST FINANCIAL OFFICER 35.00 X 105528 0 27384 CAROL LUTZ DIRECTOR, FINANCIAL ANALYSIS AND PLANNING 35.00 X 108998 0 31319 JOSHUA CHRISTIANA ASSOCIATE ED, QUALITY & CO 35.00 X 122999 0 30755 NANCY CANNON ASSOCIATE COO, TRUST SERVI 35.00 X 149059 0 10812 NADIA ARGINTEANU ASSISTANT GENERAL COUNSEL 35.00 X 108581 0 17097 1546780 0 270205 11 0 1 0 0 FIDUCIARY FEES 561000 5578549 5578549 5578549 245139 245139 ADMINISTRATIVE CHARGES 561000 3716686 3716686 OTHER REVENUE 561000 436220 436220 4152906 9976594 9731455 0 245139 X 22500 22500 817021 817021 4369717 3578100 791617 505601 341664 163937 923275 614117 309158 359198 244179 115019 151621 24099 127522 101225 23750 77475 1730605 106959 1623646 166148 106809 59339 490385 413319 77066 411941 265103 146838 62318 27686 34632 106589 89855 16734 31772 15648 16124 TELEPHONE 159131 73957 85174 COMMITTEES, BOARD OF GO 120254 120254 EQUIPMENT, RENT AND MAI 36702 26633 10069 MEMBERSHIP DUES 31095 1045 30050 48077 23075 25002 10645175 5998498 4646677 0 400 400 2532789 1200404 311137 505574 281255 193432 103460 87823 8712857 8597041 17042990 17375100 28703633 27766342 1502223 1502644 212569 0 15520490 15933768 17235282 17436412 X 11364814 10226393 103537 103537 11468351 10329930 28703633 27766342 -668581 -469840 0 X X 0 1 X 1 0 X 100 250 2933721 1022043 0 3956114 5948305 5970102 6041797 5939911 5939911 29840026 3859937 3946462 3712268 3726080 3716686 18961433 9808342 9916814 12687786 10688034 9656597 52757573 0 0 0 52757573 119683 170455 100758 163794 245139 799829 119683 170455 100758 163794 245139 799829 9928025 10087269 12788544 10851828 9901736 53557402 0.98510 0.98880 0.01490 0.01120 X 0 0 0 0 0 0 1 13950 0 1 15162 29112 0 PART II-B, LINE 1: NYSARC ADVOCATES, ON BEHALF OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, THROUGH MEETINGS, CALLS AND CORRESPONDANCE WITH VARIOUS REGULATORY ENTITIES (OPWDD, OMH, SED), ELECTED OFFICIALS AND THEIR STAFF MEMBERS (NYS GOVERNOR'S OFFICE, NYS SENATE AND ASSEMBLY MEMBERS AS WELL AS LEGISLATIVE COMMITTEES). ADVOCACY IS FOCUSED ON A VARIETY OF TOPICS IMPACTING THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 62989 55672 7317 218266 137760 80506 87823 DUE FROM NYSARC TRUST -25820 INTEREST AND OTHER RECEIVABLES 1026843 PRIVATE PLACEMENT BOND DEPOSITS 1057012 CHARITABLE GIFT ANNUITY RESERVE FUND 453427 CHARITABLE REMAINDER UNITRUST 298353 DEBT SERVICE RESERVE FUND 2324146 WORKER'S COMPENSATION EXCESS LOSS FUND 10990747 OPERATING LEASE RIGHT-OF-USE ASSET 999437 FINANCING LEASES RIGHT-OF-USE ASSET 6734 DEFERRED COMPENSATION PLAN INVESTMENTS 244221 17375100 PRIVATE PLACEMENT BOND DEPOSITS 1057012 CHARITABLE GIFT ANNUITY LIABILITY 145696 CHARITABLE REMAINDER UNITRUST 298353 DEBT SERVICE RESERVE DUE CHAPTERS 2324146 WORKER'S COMPENSATION EXCESS LOSS FUND LIABILITY 10990747 OPERATING LEASE PAYABLE 866859 FINANCING LEASE PAYABLE 6734 DEFERRED COMPENSATION PLAN LIABILITY 244221 15933768 9506754 -469840 -469840 9976594 0 9976594 10645175 0 10645175 0 10645175 1 SCHOLARSHIPS 8 22500 PART I, LINE 2: VARIOUS SCHOLARSHIPS ARE AWARDED TO STUDENTS ENROLLED FULL-TIME IN ANY YEAR OF THEIR COLLEGE, TRAINING IN A FIELD RELATED TO INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES IN NEW YORK STATE. X X X X 0 1 0 0 0 0 0 0 0 ERIK GEIZER CEO 335396 0 0 0 0 0 20300 0 19663 0 375359 0 0 0 CYNTHIA BOROZNY CFO 232152 0 0 0 0 0 16369 0 23564 0 272085 0 0 0 KATHRYN JERIAN COO 227082 0 0 0 0 0 16059 0 27055 0 270196 0 0 0 SEAN WADE COO/ TRUST SERVICES 156985 0 0 0 0 0 10639 0 19189 0 186813 0 0 0 NANCY CANNON ASSOCIATE COO, TRUST SERVI 149059 0 0 0 0 0 10070 0 742 0 159871 0 0 0 JOSHUA CHRISTIANA ASSOCIATE ED, QUALITY & CO 122999 0 0 0 0 0 12849 0 17906 0 153754 0 0 0 PART I, LINE 4B ERIK GEIZER - $16,216 CYNTHIA BOROZNY - $5,024 KATHRYN JERIAN - $9,405 SEAN WADE - $6,421 NANCY CANNON - $5,905 FORM 990, PART VI, SECTION A, LINE 6 NYSARC, INC. IS A UNITARY CORPORATION CONSISTING OF ITS 36 CHAPTERS AND 5 DCS. THE CORPORATION AND CHAPTER'S GOVERNING BODY IS THE BOARD OF GOVERNORS REPRESENTING THE INDIVIDUAL MEMBERSHIP IN EACH CHAPTER'S JURISDICTION. EACH CHAPTER HAS ONE PRIMARY AND ONE ALTERNATE GOVERNOR WITH A WEIGHTED VOTE BASED ON MEMBERSHIP. THE CORPORATION THROUGH ITS BYLAWS DELEGATES DAY-TO-DAY OPERATING AUTHORITY TO THE CHAPTERS' BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS (SEE PART VI, LINE 7A BELOW) COMPRISES THE CORPORATION'S ELECTED OFFICERS AND EXERCISES ALL POWERS OF THE BOARD OF GOVERNORS BETWEEN PLENARY MEETINGS OF THE GOVERNORS, WHICH ARE HELD FOUR TIMES PER YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE OFFICERS AND DIRECTORS OF THE CHAPTER ANNUALLY. IN TURN, THOSE CHAPTER BOARD MEMBERS NOMINATE THE OFFICERS AND DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF GOVERNORS DOES NOT REVIEW CHAPTERS' FORM 990S BEFORE THEY ARE FILED. EACH CHAPTER SUBMITS A COPY OF ITS FORM 990 TO THE CORPORATION'S BOARD OF GOVERNORS WHEN THE FORM IS FILED BY THE CHAPTER. NYSARC'S 990 IS REVIEWED BY MEMBERS OF THE EXECUTIVE COMMITTEE AND COPIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL BUDGET IS REVIEWED AND RECOMMENDED BY BUDGET AND FINANCE COMMITTEE, THEN SUBMITTED TO BOARD OF GOVERNORS. ALL EXECUTIVE STAFF SALARIES ARE APPROVED WITHIN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 BY WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 106,959. MANAGEMENT AND GENERAL EXPENSES 1,623,646. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,730,605. PART XII, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.