2025-11-12T15:29:10-06:00 2024-12-31 202954888 BRYANS & GRAMUGLIA CPAS LLC 1 PINE WEST PLAZA SUITE 107 ALBANY NY 12205 990 2024-01-01 161433024 THE INTANDEM FOUNDATION INC INTA 7163754747 1439 BUFFALO STREET OLEAN NY 14760 MARI L HOWARD PRESIDENT/CEO 7163754747 2025-11-12 0 1 ROBERT GRAMUGLIA P00454779 5184528055 2025-10-20 2024 2025-03-06 01:10:19Z MARI L HOWARD 1439 BUFFALO STREET OLEAN NY 14760 532528 0 X WWW.INTANDEM.ORG X 1992 NY THE FOUNDATION IS AN ORGANIZATION THAT ASSISTS LOCAL NOT-FOR-PROFITS WITH BUILDING BRIGHTER FUTURES FOR PEOPLE WITH DISABILITIES BY SOLICITING CONTRIBUTIONS AND DONATIONS. 16 15 0 100 0 0 217088 232017 0 0 172366 257411 -4003 -7653 385451 481775 259135 7617 0 0 0 0 0 0 0 198205 227410 457340 235027 -71889 246748 7189930 7828303 1392560 1404806 5797370 6423497 THE PURPOSE FOR WHICH THE CORPORATION WAS FORMED IS TO TO SOLICIT CONTRIBUTIONS AND DONATIONS FROM THE PUBLIC FOR AND ON BEHALF OF PEOPLES WITH DISABILITIES WITHIN CATTARAUGUS AND NIAGARA COUNTIES. 0 0 8067 7617 THE FOUNDATION SOLICITS CONTRIBUTIONS AND DONATIONS FROM THE PUBLIC TO FURTHER THE CHARITABLE AND EDUCATIONAL PURPOSES OF NOT-FOR-PROFIT ORGANIZATIONS WHO SERVE THE DISABLED. 8067 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 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 X 16 15 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY X STEVEN E WILLIAMS 7163754747 1439 BUFFALO STREET OLEAN NY 14760 X MARI L HOWARD PRESIDENT & CEO 1.00 X X 0 0 0 KYLE HENZEL CHAIRPERSON 1.00 X X 0 0 0 BERNADETTE FRANJOINE VICE CHAIRPERSON 1.00 X X 0 0 0 ROBERT FORNESS SECRETARY 1.00 X X 0 0 0 DAWN MACDONALD TREASURER 1.00 X X 0 0 0 FRANCES IUSI BOARD MEMBER 1.00 X 0 0 0 PETE LOVERING BOARD MEMBER 1.00 X 0 0 0 JOANNE PEARL-BARBATI BOARD MEMBER 1.00 X 0 0 0 CORY WEBER BOARD MEMBER 1.00 X 0 0 0 KATHY CASSETTA BOARD MEMBER 1.00 X 0 0 0 GARY STRENKOSKI BOARD MEMBER 1.00 X 0 0 0 LOUIS DEROSE BOARD MEMBER 1.00 X 0 0 0 NICK LYONS BOARD MEMBER 1.00 X 0 0 0 MELISSA PAWLOWSKI BOARD MEMBER 1.00 X 0 0 0 SEAN O'CONNELL BOARD MEMBER 1.00 X 0 0 0 CHRISTINE O'HARA BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 75400 156617 232017 257411 257411 18790 75400 40311 -21521 -21521 24310 10442 13868 13868 481775 0 0 249758 7617 7617 161200 161200 46331 46331 9655 9655 4071 4071 450 450 3453 3453 OTHER EXPENSES 2250 2250 235027 8067 226960 0 890283 946913 4070 300 42250 42250 0 0 6295577 6881090 7189930 7828303 5953 1392560 1398853 1392560 1404806 X 5208160 5730230 589210 693267 5797370 6423497 7189930 7828303 246748 379379 0 X X 0 1 X 1 0 X 85447 229795 112681 217088 232017 877028 85447 229795 112681 217088 232017 877028 877028 148247 182875 175285 172366 257411 936184 1813212 115402 0.48370 0.46170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 191751 1 1 0 96476 96476 96476 96476 96476 96476 94050 2426 96476 94050 94050 1.00000 0 0 42250 42250 0 0 STOCK 2393346 F MUTUAL FUNDS 3273093 F EXCHANGE - TRADED & CLOSED-END FUNDS 973897 F CORPORATE FIXED INCOME 91006 F GOVERNMENT SECURITIES 149748 F 6881090 AMOUNTS DESIGNATED FOR SPECIFIC AGENCIES 1386682 DUE TO CATTARAUGUS REHABILITATION CENTER, INC. 1083 CONTRIBUTIONS PAYABLE TO CATTARAUGUS-NIAGARA COUNTIES CHAPTER 5378 DUE TO CATTARAUGUS-NIAGARA COUNTIES CHAPTER 210 CONTRIBUTIONS PAYABLE TO CATTARAUGUS REHABILITATION CENTER, INC. 5500 1398853 X 814823 379379 379379 435444 46331 46331 481775 188696 0 188696 46331 46331 235027 PART V, LINE 4: TO FUND ANNUAL SCHOLARSHIP AWARDS IN MEMORY OF FAMILY MEMBERS AND ASSIST FUNDING PROGRAMS FOR THE DEVELOPMENTALLY DISABLED. PART X, LINE 2: THE FOUNDATION IS A NEW YORK STATE NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES AS AN ORGANIZATION QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC 740-10, WHICH REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITION. FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. HOWEVER, THE FOUNDATION HAS NO KNOWLEDGE OF EVENTS OR CIRCUMSTANCES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IMPLEMENTED FASB ASC 740-10 AND ITS CURRENT ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE FOUNDATION HAS NOT RECOGNIZED ANY BENEFITS FROM UNCERTAIN TAX POSITIONS IN 2024 AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENTS OF FINANCIAL POSITION DATE. THE FOUNDATION EVALUATED ITS TAX POSITION AND CONCLUDED THAT ALL OF THE POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION, BASED ON TECHNICAL MERITS. THE INFORMATION RETURNS OF THE FOUNDATION FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SEAFOOD FEST 58265 46465 11800 3000 12120 6100 GOLF TOURNAMENT 35925 28935 6990 3920 12676 2495 94190 75400 18790 3920 3000 24796 8595 40311 -21521 24310 10000 442 0 24310 10000 442 10442 13868 NY 1 0 1 0 0.10000 0.90000 STEVEN E WILLIAMS 1439 BUFFALO ST OLEAN NY 14760 0 0 1 CATTARAUGUS REHABILITATION CENTER INC 1439 BUFFALO STREET OLEAN NY 14760 161291766 501(C)(3) 5500 0 TO ASSIST WITH DEFIBRILLATOR COSTS. 1 PART I, LINE 2: REQUESTS FOR GRANTS ARE REVIEWED BY MANAGEMENT AS RECEIVED. IF THE REQUEST IS WITHIN BUDGET AND MISSION BASED, MANAGEMENT APPROVES PAYMENT. IF THE REQUEST IS NOT WITHIN BUDGET OR OUTSIDE OF TYPICAL MISSION-BASED REQUESTS, BOARD APPROVAL IS REQUIRED. ALL GRANT PAYMENTS ARE REPORTED TO THE BOARD AT QUARTERLY MEETINGS. FORM 990, PART VI, SECTION A, LINE 3 UNDER THE TERMS OF AN ANNUALLY RENEWABLE COST-BASED OPERATING AGREEMENT, CATTARAUGUS REHABILITATION CENTER, INC. PROVIDES ADMINISTRATIVE SERVICES TO THE INTANDEM FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS EMAILED/MAILED TO BOARD MEMBERS AT LEAST ONE WEEK BEFORE THE FILING DEADLINE TO ALLOW TIME FOR REVIEW, QUESTIONS AND REVISIONS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST AGREEMENTS ARE SIGNED ANNUALLY AT A BOARD MEETING. AFTER THE AGREEMENTS ARE COMPLETED THEY ARE REVIEWED BY THE CEO. IF NO ISSUES ARE NOTED, THE AGREEMENTS ARE FILED. IF ISSUES ARE NOTED, THE CEO WILL DISCUSS WITH THE CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE REQUIRED GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS FOR PUBLIC DISCLOSURE ARE MADE AVAILABLE UPON REQUEST FROM THE CHIEF FINANCIAL OFFICER'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990 - PART XII - LINE 2C THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.