2025-02-03T11:55:35-06:00 2023-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-01-01 746076222 THE ARC OF FORT BEND COUNTY ARCO 2814945959 123 BROOKS STREET SUGAR LAND TX 774783267 HAL MARSHALL CHAIRMAN 2814945959 2025-01-31 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2025-03-06 01:10:19Z LAURA L LAVIGNE 123 BROOKS STREET SUGAR LAND TX 774783267 2764264 0 1799 X WWW.ARCOFFORTBEND.ORG X 1968 TX THE ARC ENSURES OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND RELATED DEVELOPMENTAL DISABILITIES TO MAXIMIZE THEIR QUALITY OF LIFE WITHIN OUR COMMUNITY. 12 12 6 292 0 0 1166852 1848913 482237 523793 1105 61617 16847 36968 1667041 2471291 0 0 0 0 489882 520554 0 0 50849 555313 594544 1045195 1115098 621846 1356193 4697585 5979611 1375489 1301322 3322096 4678289 X THE ARC ENSURES OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND RELATED DEVELOPMENTAL DISABILITIES TO MAXIMIZE THEIR QUALITY OF LIFE WITHIN OUR COMMUNITY. 0 0 155283 ADVOCACY:THE ARC ADVOCATES FOR THE INCLUSION OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES INTO ALL PARTS OF THE COMMUNITY - FROM CLASSROOMS TO THE WORKPLACE. WE ADVOCATE FOR CHILDREN TO RECEIVE THE SERVICES AND SUPPORTS NECESSARY FOR THEM TO BENEFIT FROM INSTRUCTION. IN ADDITION, WE CONDUCT MONTHLY PARENT SUPPORT GROUP MEETINGS. THE ARC PARTICIPATES IN LEGISLATIVE ADVOCACY BY MEETING WITH LOCAL AND STATE ELECTED OFFICIALS TO PROMOTE PROGRAMS AND FUNDING THAT SUPPORT PEOPLE WITH DISABILITIES. 395208 498890 FACILITIES/RESIDENTIAL AND COMMERCIAL:THE ARC OWNS SIXTEEN (16) RESIDENTIAL PROPERTIES, FIFTEEN (15) OF WHICH ARE LEASED AT BELOW MARKET RATES TO LICENSED PROVIDERS TO OPERATE AS GROUP HOMES FOR INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES. THE ARC OWNS THREE (3) COMMERCIAL PROPERTIES, ONE (1) OF WHICH WILL SERVE AS OUR OFFICE BEGINNING IN JANUARY 2024. ANOTHER IS LEASED AT BELOW MARKET RATES TO A LICENSED PROVIDER TO OPERATE AS A LEARNING CENTER FOR INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES. THE THIRD IS LEASED AT MARKET RATE TO A COMPOUNDING PHARMACY. IN 2023, THE ARC SPENT OVER $137,000 MAINTAINING ALL OF THESE PROPERTIES SO THAT OUR CLIENTS COULD LIVE AND WORK IN SAFE, ATTRACTIVE HOMES AND A LEARNING CENTER IN THRIVING NEIGHBORHOODS. 240494 24903 RECREATION:ALONG WITH OUR ADVOCACY WORK, WE PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES EACH MONTH. APPROXIMATELY 80 CLIENTS ATTEND PROFESSIONAL SPORTING EVENTS, DANCES, DISNEY ON ICE, FESTIVALS, COUNTY FAIR, RODEO, MOVIES IN THE COUNTY AND SURROUNDING AREA.THE ARC SPONSORS WEEKLY BOWLING FOR 40 - 50 MEMBERS. IN ADDITION, THE ARC SPONSORS THE LARGEST SPECIAL OLYMPICS PROGRAM IN THE AREA - OFFERING 10 SPORTS (LOCAL, AREA, REGIONAL, STATE) THROUGHOUT THE YEAR AND SERVING OVER 100 ADULT ATHLETES AND 100 VOLUNTEERS. ATHLETES AND BOWLERS ARE AWARDED AT AN ANNUAL SPORTS BANQUET EACH YEAR.PARENTS OF YOUTH ARE SUPPLIED WITH INFORMATION AND TICKETS TO "DISABILITY FRIENDLY" FAMILY EVENTS TO ATTEND IN THE GREATER HOUSTON AREA. PARENTS OF YOUTH AGED 12 - 18 YRS ENJOY 3 HRS A MONTH OF RESPITE AS THEIR CHILDREN PARTICIPATE IN A SUPERVISED RECRATIONAL PROGRAM. 790985 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LAURA L LAVIGNE 2814945959 123 BROOKS STREET SUGAR LAND TX 774783267 LARRY LOBUE DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER LANE DIRECTOR [THRU 6/30/2023] 1.00 X 0 0 0 LAURA ROSILEZ DIRECTOR [THRU 6/30/2023] 1.00 X 0 0 0 KEVIN CASEY DIRECTOR 1.00 X 0 0 0 JOSEFINA ALCALA-HAMILTON DIRECTOR 1.00 X 0 0 0 ANN JOHNSTON DIRECTOR 1.00 X 0 0 0 SHARON LEE DIRECTOR 1.00 X 0 0 0 CHARLIE HUBER CHAIRMAN [THRU 6/30/2023] 1.00 X X 0 0 0 HAL MARSHALL CHAIRMAN 4.00 1.00 X X 0 0 0 TARIQ ZAFAR VICE CHAIR 1.00 X X 0 0 0 MEGAN NEELY TREASURER 1.00 X X 0 0 0 TRACI DUEZ SECRETARY 1.00 X X 0 0 0 LAURA L LAVIGNE CEO 40.00 X 95910 0 9647 95910 0 9647 0 0 0 0 0 X 392774 71689 1384450 80596 1848913 PROGRAM LEASE INCOME 624110 498890 498890 PROGRAM SERVICE FEES 624110 24903 24903 523793 16197 16197 163180 117760 45420 45420 45420 140432 392774 175213 -34781 -34781 52140 0 52140 52140 INSURANCE PROCEEDS 900099 18573 18573 OTHER INCOME 624110 1036 1036 19609 2471291 523793 0 98585 94029 49126 36786 8117 293246 153208 114724 25314 103550 54100 40511 8939 29729 15532 11631 2566 18560 16135 1386 1039 4564 4542 22 68172 22238 41082 4852 2295 652 1643 62126 62126 221300 221300 80721 63488 17233 PROGRAM COSTS 75195 66927 8268 FACILITY EXPENSES 55263 55263 PROPERTY MANAGEMENT FEE 6348 6348 1115098 790985 273264 50849 91192 49473 1218478 832745 64510 78437 7579929 2564473 3309905 5015456 13500 3500 4697585 5979611 1859 146687 1373630 1154635 1375489 1301322 X 2572096 4531001 750000 147288 3322096 4678289 4697585 5979611 1356193 0 X X 0 1 X 1 0 X 444450 236120 617836 1166852 1848913 4314171 444450 236120 617836 1166852 1848913 4314171 565938 3748233 88 65 118 1105 16197 17573 131838 13930 20960 52140 218868 6527 2115 1631 21033 19609 50915 4601527 2401107 0.81460 0.74180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 6,527. 2020 AMOUNT: $ 2,115. 2021 AMOUNT: $ 1,631. 2022 AMOUNT: $ 21,033. 2023 AMOUNT: $ 19,609. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1058474 1058474 6416822 2459940 3956882 104633 104533 100 5015456 NOTE PAYABLE - FOUNDATION 1133795 DEPOSITS PAYABLE 20840 1154635 FORM 990, SCHEDULE D, PARTS XI AND XII THE ARC OF FORT BEND COUNTY [EIN: 74-6076222] AND ARC OF FORT BEND COUNTY FOUNDATION [EIN: 30-0093145] ARE CONSOLIDATED FOR FINANCIAL STATEMENT PURPOSES. FOR TAX PURPOSES, EACH ORGANIZATION FILES A SEPARATE FORM 990. SPECIAL EVENTS 533206 392774 140432 175213 533206 392774 140432 175213 175213 -34781 52140 0 1 1.00000 52140 52140 0 RAFFLE FOR FUNDRAISING EVENT. 0 0 0 1.00000 CHERYL OLIVIER 123 BROOKS STREET SUGAR LAND TX 77478 0 CHERYL OLIVIER COORDINATION OF RAFFLE DURING FUNDRAISING EVENT. X 0 X ROOF 1 80596 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION USED THE NUMBER OF ITEMS RECEIVED WHEN REPORTING THE AMOUNT ON PART I, COLUMN (B). SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE ARC OF FORT BEND COUNTY 123 BROOKS STREET SUGAR LAND, TX 77478-3267 EMPLOYER IDENTIFICATION NUMBER: 74-6076222 FOR THE YEAR ENDING DECEMBER 31, 2023 THE ARC OF FORT BEND COUNTY IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263 A)-1(F). FORM 990, PART VI, SECTION A, LINE 4 THE ARC OF FORT BEND COUNTY AMENDED AND RESTATED THE BYLAWS ON 9/26/2023. A BROAD REVISION AND RESTATEMENT OF THE BYLAWS INCLUDED CHANGES TO VOTING PROCEDURES, BOARD MEMBER AND OFFICER TERMS, MEETING NOTIFICATIONS AND QUORUM REQUIREMENTS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, OR PERSONS OTHER THAN THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WILL BE REVIEWED AND APPROVED WITH THE SIGNATURE OF THE CHAIRMAN OF THE BOARD OF DIRECTORS. THE IRS FORM 990 WILL BE POSTED IN THE BOARD SECTION OF THE ARC'S WEBSITE AFTER IT IS SIGNED BY THE BOARD CHAIRMAN. THE BOARD OF DIRECTORS WILL BE E-MAILED NOTIFICATION WHEN THE IRS FORM 990 IS POSTED ON THE ARC'S WEBSITE. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE IRS FORM 990 TO BE FILED. THE IRS FORM 990 MAY BE VIEWED BY THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C AT, OR IMMEDIATELY AFTER, EACH ANNUAL MEETING REQUIRED BY THE BYLAWS, OR EACH ANNUAL PERFORMANCE REVIEW OF AN EMPLOYEE, OR EACH CONTRACT WITH AN INDEPENDENT CONTRACTOR, EACH INTERESTED PERSON SHALL ACKNOWLEDGE IN WRITING THAT HE/SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ IT AND UNDERSTANDS IT, AGREES TO COMPLY WITH AND IS IN COMPLIANCE WITH THIS POLICY, AND THAT HE/SHE IS EXPRESSLY AWARE OF THE CONTINUING DUTY OF DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL WRITTEN ACKNOWLEDGMENTS SHALL BE MAINTAINED AS PART OF THE PERMANENT RECORDS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A PER THE INTERNAL CONTROLS DOCUMENT, THE EXECUTIVE COMMITTEE WILL REVIEW THE MOST CURRENT, PUBLISHED HOUSTON UNITED WAY MANAGEMENT ASSISTANCE PROGRAM (MAP) ORGANIZATIONS' WAGE AND BENEFIT SURVEY OF COMPARABILITY DATA FOR EXECUTIVE COMPENSATION IN NONPROFITS. THE INFORMATION FROM THIS SURVEY WILL BE UTILIZED, ALONG WITH OTHER PERTINENT INFORMATION IN DETERMINING THE SALARY OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINE 2A PROGRAM SERVICE INCOME THE ARC OWNS AND LEASES GROUP HOMES TO SERVICE PROVIDERS WHICH ARE CERTIFIED BY THE STATE OF TEXAS TO PROVIDE SERVICES TO FORT BEND COUNTY, TEXAS. LEASES RANGE FROM $1,100 TO $2,000 PER MONTH. ALL OF THE HOMES ARE UTILIZED AS HOUSING FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OWNS AND LEASES ITS BUILDING ON INDUSTRIAL BLVD. TO A SERVICE PROVIDER UNDER A FIVE-YEAR OPERATING LEASE WITH 4 OPTIONS TO RENEW FOR 5 YEARS EACH. THIS LEASE BEGAN IN JUNE 2016 FOR $8,125 PER MONTH. THE MONTHLY RATE INCREASED TO $8,750 DURING 2021. THE FACILITY IS USED BY THE SERVICE PROVIDER TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OWNS AND LEASES ITS BUILDING ON CYPRESS POINT TO A SERVICE PROVIDER UNDER AN OPERATING LEASE THAT BEGAN IN FEBRUARY 2014 FOR $8,000 PER MONTH. DURING FEBRUARY 2022, THE LEASE WAS RENEWED FOR ANOTHER TWO YEARS FOR $8,000 PER MONTH. THIS FACILITY IS USED BY THE SERVICE PROVIDER TO PROVIDE VOCATIONAL TRAINING TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OWNS AND LEASES SECTIONS OF ITS NEWLY PURCHASED BUILDING ON JULIE RIVERS DRIVE AS OFFICE SPACE TO VARIOUS BUSINESSES. LEASES ARE ON A MONTH-TO-MONTH BASIS WITH RENTAL PAYMENTS RANGING FROM $500 TO $1,500 PER MONTH. RENTAL INCOME WAS $498,890 AND $468,825 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY, AND IS RECOGNIZED ON A STRAIGHT-LINE BASIS OVER THE LEASE TERMS, WHICH MAY DIFFER FROM ACTUAL CASH RECEIPTS DUE TO ESCALATING PAYMENTS. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. ARC OF FORT BEND COUNTY FOUNDATION 123 BROOKS STREET SUGAR LAND TX 77478 300093145 CHARITABLE TX 501(C)(3) 509(A)(3) TYPE II N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 ARC OF FORT BEND COUNTY FOUNDATON E 1133795 LOAN DOCUMENTS ARC OF FORT BEND COUNTY FOUNDATON R 62126 FINANCIAL STATEMENTS