2025-11-14T08:03:46-06:00 2024-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-01-01 160863230 THE DALE ASSOCIATION INC DALE 7164334440 33 ONTARIO STREET LOCKPORT NY 14094 MAUREEN WENDT PRESIDENT/CEO 7164334440 2025-11-12 1 0 JILL M JOHNSON P01701478 7168563300 2024 2025-03-06 01:10:19Z MAUREEN WENDT 33 ONTARIO STREET LOCKPORT NY 14094 2437247 0 X WWW.DALEASSOCIATION.COM X 1951 NY THE DALE ASSOCIATION, INC.'S MISSION IS TO PROVIDE COMPREHENSIVE SERVICES AND COORDINATE CONNECTIONS FOR ADULTS IN NIAGARA AND NEIGHBORING COUNTIES WHICH ENHANCE THEIR HEALTH AND WELLNESS AND EMPOWER THEM TO STREGHTHEN BRIDGES TO THEIR COMMUNITIES. THE ASSOCIATION PROVIDES A VARIETY OF ACTIVITIES AND PROGRAMS FOR THE ELDERLY AND HANDICAPPED RESIDENTS OF NIAGARA COUNTY, NEW YORK. 13 13 0 75 3251 0 745795 467424 1889135 1885579 6619 11068 290648 63192 2932197 2427263 0 0 0 0 1769787 1866382 0 0 63568 849803 1089409 2619590 2955791 312607 -528528 1592252 1773231 1542368 2243050 49884 -469819 X THE DALE ASSOCIATION, INC.'S MISSION IS TO PROVIDE COMPREHENSIVE SERVICES AND COORDINATE CONNECTIONS FOR ADULTS IN NIAGARA AND NEIGHBORING COUNTIES WHICH ENHANCE THEIR HEALTH AND WELLNESS AND EMPOWER THEM TO STREGHTHEN BRIDGES TO THEIR COMMUNITIES. THE ASSOCIATION PROVIDES A VARIETY OF PROGRAMS FOR THE ELDERLY AND HANDICAPPED RESIDENTS OF NIAGARA COUNTY, NEW YORK. 0 0 2392946 1871067 THE PROS PROGRAM LOCATED IN LOCKPORT, NEW YORK STRIVES TO ASSIST INDIVIDUALS AGE 18 AND OLDER WITH SEVERE AND PERSISTENT MENTAL ILLNESS TO ACHIEVE THEIR CHOSEN GOALS AND PROGRESS IN THEIR INDIVIDUAL RECOVERY PROCESS THROUGH THE PROVISION OF EFFECTIVE, HIGH QUALITY, INTEGRATED REHABILITATION, SUPPORT, AND TREATMENT SERVICES. THE PROGRAM WORKS WITH INDIVIDUALS' STRENGTHS AND BARRIERS, AS WELL AS THEIR UNIQUE SITUATIONS AND ILLNESSES. THE PROGRAM PROVIDES VOCATIONAL TRAINING AND FOLLOW-UP, PSYCHO-EDUCATIONAL AND FAMILY PSYCHO-EDUCATIONAL GROUPS, SKILL BUILDING GROUPS, RECOVERY THROUGH THERAPY, ADDICTION GROUPS AND PARTICIPATION-BASED INCENTIVES. WITH THE PROS PROGRAM, THE EMPHASIS IS ON THE PERSON'S RECOVERY AND THEIR GOAL(S), NOT THE DIAGNOSIS AND LIMITATIONS. PSYCHIATRIC CONSULTATION IS PROVIDED FOR PARTICIPANTS OF THE PROGRAM.THE OUTPATIENT MENTAL HEALTH CLINIC IS LOCATED IN NORTH TONAWANDA WITH MOST OF THE INDIVIDUALS SERVICED RESIDING IN NIAGARA AND ERIE COUNTY. THE CLINIC PROVIDES AN ARRAY OF SERVICES FOR INDIVIDUALS MAINLY DEALING WITH MENTAL HEALTH ISSUES, ALTHOUGH MANY OF THESE INDIVIDUALS HAVE ADDITIONAL NEEDS. THE CLINIC SERVES INDIVIDUALS 18 AND OLDER. THE SERVICES PROVIDED INCLUDE ASSESSMENT AND TREATMENT; VERBAL THERAPY; MEDICATION MANAGEMENT; CRISIS SERVICES/AFTER HOURS ON-CALL SERVICE; HEALTH MONITORING; CASE MANAGEMENT SERVICES; INDIVIDUAL THERAPY; GROUP THERAPY; PEER SPECIALIST; AND NIGHT HOURS ON WEDNESDAYS.THE LOCKPORT SENIOR CENTRE IS A FULL-SERVICE COMMUNITY CENTER FOR ADULTS. SERVICES OFFERED THROUGH THE CENTRE INCLUDE: WELLNESS, SUPPORTIVE SERVICES, ADVOCACY, AND SOCIAL AND RECREATIONAL SERVICES. AS AN INCREASING NUMBER OF ADULTS REACH RETIREMENT AGE, THE FULL RANGE OF SERVICES AND SUPPORT HELP ADULTS BY PREVENTING THE ONSET OF PROBLEMS, FACILITATING INDIVIDUALS TO MAINTAIN THEIR PRESENT LEVEL OF ACTIVITY, OR IMPROVING THEIR LEVEL OF LIFE ACTIVITY. SERVICES ARE SELECTED AND INDIVIDUALIZED BASED ON NEED AND MAINTAIN THE DIGNITY, INDEPENDENCE, AND SELF-DETERMINATION OF PEOPLE AS THEY AGE.THE PEER SPECIALIST PROGRAM PROVIDES SERVICES TO NIAGARA COUNTY'S SEVERELY AND PERSISTENTLY MENTALLY ILL INDIVIDUALSAGE 18 AND OLDER. SERVICES OFFERED BY THE PROGRAM INCLUDE EDUCATION TO ASSIST RECIPIENTS IN BUILDING LIFE SKILLS, LINKS TO SERVICES SUCH AS EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES, ASSISTANCE WITH LOCATING SAFE, AFFORDABLE, INDEPENDENT HOUSING, AND FACILITATION OF THE INVOLVEMENT OF THE CLIENT IN THEIR TREATMENT PLAN.THE VISUALLY AND HEARING IMPAIRED PROGRAM IS TAILORED TO MEET THE INDIVIDUAL NEEDS OF THOSE WITH SENSORY LOSS AGE 60 AND OLDER. FREE SERVICES TO THE VISUALLY IMPAIRED AND BLIND INCLUDE HOME MANAGEMENT COMMUNICATION SKILLS TRAINING, SENSORY AWARENESS, COUNSELING AND ASSISTANCE IN ADJUSTING TO SIGHT LOSS INCLUDING ASSISTIVE DEVICE RESOURCES, AND REFERRALS TO PHYSICIANS AND OPHTHALMOLOGISTS. FREE SERVICES TO THE HEARING IMPAIRED AND DEAF INCLUDES INTRODUCTION TO SPEECH AND LIP READING, COUNSELING AND ASSISTANCE IN ADJUSTING TO HEARING LOSS, AMPLIFICATION AIDS AND DEVICES, AND REFERRALS TO HEARING SERVICES AND AUDIOLOGISTS.CARE IS A FREE TELEPHONE REASSURANCE PROGRAM INTENDED TO SERVE AREA SENIORS OR DISABLED ADULTS WHO ARE HOMEBOUND, ISOLATED, LIVING ALONE, OR IN NEED OF DAILY CONTACT TO ENSURE PERSONAL SAFETY. A TRAINED VOLUNTEER PLACES A PHONE CALL ON A REGULARLY SCHEDULED BASIS TO SENIORS WHO ARE IN NEED OF SOMEONE TO TOUCH BASE WITH THEM TO ENSURE THEIR WELLBEING AND/OR TO HAVE A FRIENDLY CONVERSATION.MEMORY MINDERS IS A SOCIAL DAY PROGRAM FOR PEOPLE WITH EARLY MEMORY IMPAIRMENT. PARTICIPANTS ENJOY ACTIVITIES AND SUPPORT SUCH AS ART, MUSIC, GAMES, EXERCISE, OUTINGS, AND SOCIALIZATION WHICH ARE DESIGNED TO SLOW THE FURTHERDETERIORATION OF MILD MEMORY LOSS. TECHNIQUES ON HOW TO DEAL WITH THE PROBLEMS RELATED TO MEMORY LOSS ARE TAUGHTIN THE PROCESS.THE SENIOR ADVISOR ASSISTS PEOPLE TO LIVE WITH DIGNITY, RESPECT, AND SELF-DETERMINATION AND PROVIDES THEM WITH THERESOURCES TO DO SO AND IS FREE TO RESIDENTS OF NIAGARA COUNTY AGE 60 AND OLDER AND INDIVIDUALS WITH DISABILITIES OFANY AGE. THE SENIOR ADVISOR OFFERS PEOPLE LINKS TO APPROPRIATE COMMUNITY SERVICES; INFORMAL COUNSELING ANDSUPPORT; INFORMATION AND REFERRALS; EMPOWERMENT AND ADVOCACY; HOME, HOSPITAL, AND LONG-TERM HEALTHCARE FACILITYVISITS AS NEEDED; ELDER ABUSE PREVENTION EDUCATION AND DIRECT SERVICE ASSISTANCE; LIAISON WITH FAMILY AND FRIENDS;ASSISTANCE WITH APPLICATIONS FOR PUBLIC ENTITLEMENTS; AND CAREGIVER SUPPORT WHICH INCLUDES REFERRALS FOR RESPITE CARE;HOME DELIVERED MEALS, AND OTHER SERVICES. SOCIAL SERVICES IS COMPRISED OF THE FOLLOWING 10 PROGRAMS:THE PEER SPECIALIST PROGRAM PROVIDES SERVICES TO NIAGARA COUNTY'S SEVERELY AND PERSISTENTLY MENTALLY ILL INDIVIDUALS AGE 18 AND OLDER. THE SERVICES OFFERED BY THE PROGRAM INCLUDE EDUCATION THAT WILL ASSIST RECIPIENTS IN BUILDING LIFE SKILLS, LINKS TO SERVICES SUCH AS EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES, ASSISTANCE WITH LOCATING SAFE, AFFORDABLE, INDEPENDENT HOUSING, AND FACILITATING THE INVOLVEMENT OF THE CLIENT IN THEIR TREATMENT PLAN.THE VISUALLY AND HEARING IMPAIRED PROGRAM IS TAILORED TO MEET THE INDIVIDUAL NEEDS OF THOSE WITH SENSORY LOSS AGE 60 AND OLDER. FREE SERVICES TO THE VISUALLY IMPAIRED AND BLIND INCLUDE HOME MANAGEMENT COMMUNICATION SKILLS TRAINING, SENSORY AWARENESS, COUNSELING AND ASSISTANCE IN ADJUSTING TO SIGHT LOSS INCLUDING ASSISTIVE DEVICE RESOURCES, AND REFERRALS TO PHYSICIANS AND OPHTHALMOLOGISTS. FREE SERVICES TO THE HEARING IMPAIRED AND DEAF INCLUDES INTRODUCTION TO SPEECH AND LIP READING, COUNSELING AND ASSISTANCE IN ADJUSTING TO HEARING LOSS, AMPLIFICATION AIDS AND DEVICES, AND REFERRALS TO HEARING SERVICES AND AUDIOLOGISTS. THE CALL AND REASSURE ELDERS (CARE) PROGRAM IS A FREE TELEPHONE REASSURANCE PROGRAM INTENDED TO SERVE AREA SENIORS OR DISABLED ADULTS WHO ARE HOMEBOUND, ISOLATED, LIVING ALONE OR IN NEED OF DAILY CONTACT TO ENSURE PERSONAL SAFETY. A TRAINED VOLUNTEER WILL PLACE A PHONE CALL ON A REGULARLY SCHEDULED BASIS TO SENIORS WHO ARE IN NEED OF SOMEONE TO TOUCH BASE WITH THEM TO ENSURE THEIR WELL-BEING AND/OR TO HAVE A FRIENDLY CONVERSATION.THE MEMORY MINDERS PROGRAM IS A SOCIAL DAY PROGRAM FOR PEOPLE WITH EARLY MEMORY IMPAIRMENT. PARTICIPANTS ENJOY ACTIVITIES AND SUPPORT SUCH AS ART, MUSIC, GAMES, EXERCISE, OUTINGS AND SOCIALIZATION WHICH ARE DESIGNED TO SLOW THE FURTHER DETERIORATION OF MILD MEMORY LOSS. TECHNIQUES ON HOW TO DEAL WITH THE PROBLEMS RELATED TO MEMORY LOSS ARE TAUGHT IN THE PROCESS.THE SENIOR ADVISOR ASSISTS PEOPLE TO LIVE WITH DIGNITY, RESPECT AND SELF-DETERMINATION AND PROVIDES THEM WITH THE RESOURCES TO DO SO, AND IS FREE TO RESIDENTS OF NIAGARA COUNTY AGE 60 AND OLDER AND INDIVIDUALS WITH DISABILITIES OF ANY AGE. THE SENIOR ADVISOR OFFERS PEOPLE LINKAGES TO APPROPRIATE COMMUNITY SERVICES; INFORMAL COUNSELING AND SUPPORT; INFORMATION AND REFERRALS; EMPOWERMENT AND ADVOCACY; HOME, HOSPITAL, AND LONG-TERM HEALTHCARE FACILITY VISITS AS NEEDED; ELDER ABUSE PREVENTION EDUCATION AND DIRECT SERVICE ASSISTANCE; LIAISON WITH FAMILY AND FRIENDS; ASSISTANCE WITH APPLICATIONS FOR PUBLIC ENTITLEMENTS; AND CAREGIVER SUPPORT WHICH INCLUDES REFERRALS FOR RESPITE CARE; HOME DELIVERED MEALS AND OTHER SERVICES. 2392946 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 13 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MAUREEN WENDT 7164334440 33 ONTARIO STREET LOCKPORT NY 14094 SUSAN MASON CHAIR 5.00 X X 0 0 0 BARB SCIRTO VICE CHAIR 5.00 X X 0 0 0 CHRISTOPHER AIKIN SECRETARY 5.00 X X 0 0 0 ROBERTA DONOVAN TREASURER 5.00 X X 0 0 0 DONNA DYE-SHOLK TRUSTEE 5.00 X 0 0 0 LINDA GREAR TRUSTEE 5.00 X 0 0 0 WILLIAM JAMES HARDY TRUSTEE 5.00 X 0 0 0 CHRISTOPHER MCCAFFREY TRUSTEE 5.00 X 0 0 0 PATRICIA MCGRATH TRUSTEE 5.00 X 0 0 0 KATHLEEN PRUCHA TRUSTEE 5.00 X 0 0 0 ROGER SCHNEIDER TRUSTEE 5.00 X 0 0 0 CHRISTINA SMITH TRUSTEE 5.00 X 0 0 0 LAWRENCE VOLLAND TRUSTEE 5.00 X 0 0 0 MAUREEN WENDT PRESIDENT/CEO 37.50 5.00 X 96595 0 4588 DANIEL MACNEAL FINANCE MANAGER 20.00 2.50 X 23240 0 0 119835 0 4588 0 0 0 0 JOHN NAPOLI 12 LAKESIDE CIRCLE ELMA NY 14059 PSYCHIATRIC SERVICES 180465 1 87409 123512 256503 467424 NET PATIENT SERVICE RE 624100 1871067 1871067 NIAGARA COUNTY PROGRAM 900099 14512 14512 1885579 11068 11068 7929 0 7929 7929 7929 19461 6445 13016 13016 11998 3539 8459 8459 OTHER 900099 30537 30537 TRAVEL COMMISSIONS 624100 3251 3251 33788 2427263 1871067 3251 85521 X 101183 84994 12142 4047 1552325 1270197 243293 38835 212874 175265 33783 3826 5439 5439 609553 439554 161350 8649 67117 52588 11222 3307 135361 121100 9453 4808 22151 4829 17322 62130 60414 1716 45903 45903 PROGRAM EXPENSES 81054 80956 98 MINOR EQUIPMENT 45522 44487 1035 MAINTENANCE 13043 10523 2424 96 VEHICLE EXPENSES 2136 2136 2955791 2392946 499277 63568 272093 246606 17386 32832 330428 532896 15519 22762 1098235 404411 724374 693824 178768 197221 53684 47090 1592252 1773231 197635 451160 300124 428006 145000 310556 899609 1053328 1542368 2243050 X 23320 -496390 26564 26571 49884 -469819 1592252 1773231 -528528 8825 0 X 0 1 X 1 0 X 553762 943098 998275 745794 467424 3708353 553762 943098 998275 745794 467424 3708353 710108 2998245 15096 17024 9913 13908 11068 67009 20418 1700 9516 3251 34885 235990 30537 266527 4076774 3482131 0.73540 0.77990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 178768 18453 197221 158590 20178 178768 220801 901 -35112 28000 158590 111185 225900 18549 133944 889 220801 99409 11776 111185 1.00000 0 0 803610 119436 684174 289515 284975 4540 5110 5110 693824 INTERCOMPANY PAYABLE 869690 LEASE LIABILITIES 45976 DUE TO FUNDING SOURCES 137662 1053328 RAFFLES 19461 19461 6445 19461 19461 6445 6445 13016 MAUREEN WENDT 33 ONTARIO STREET LOCKPORT NY 14094 FORM 990, PART VI, SECTION B, LINE 11B PRESIDENT/CEO AND DIRECTOR OF FINANCE REVIEW THE FORM 990 FOR COMPLETENESS AND ACCURACY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AS A PART OF THE CORPORATE COMPLIANCE PROGRAM, ALL PERSONS EMPLOYED, ASSOCIATED WITH, AND SERVING AS INDEPENDENT CONTRACTORS SHALL DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND REFRAIN FROM ANY ACTIVITY THAT REPRESENTS AN UNFAIR BUSINESS ADVANTAGE BY VIRTUE OF THEIR BUSINESS INTEREST OR EMPLOYMENT WITH THE DALE ASSOCIATION, INC. FORM 990, PART VI, SECTION B, LINE 15 FOR PRESIDENT/CEO COMPENSATION, THE BOARD OF TRUSTEES DETERMINES COMPENSATION BY USING SALARY STUDIES. FOR KEY EMPLOYEES, THE PRESIDENT/CEO AND HUMAN RESOURCES MANAGER USES INDUSTRY AVERAGES. FORM 990, PART VI, SECTION C, LINE 19 THE DALE ASSOCIATION, INC. MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 198,987. MANAGEMENT AND GENERAL EXPENSES 161,350. FUNDRAISING EXPENSES 8,649. TOTAL EXPENSES 368,986. CLINICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 240,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,567. DALE PROPERTIES INC 33 ONTARIO STREET LOCKPORT NY 14094 161553563 TITLE HOLDING CO. NY 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 DALE PROPERTIES INC K FAIR MARKET VALUE DALE PROPERTIES INC P FAIR MARKET VALUE