2025-09-03T14:49:46-05:00 2024-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2024-01-01 161098311 EXCEPTIONAL FAMILY RESOURCES INC EXCE 3154781462 1820 LEMOYNE AVENUE SYRACUSE NY 13208 ROXANNE COTTER CHIEF FINANCIAL OFFICER 3154781462 2025-09-03 1 0 TIMOTHY HAMMOND P01224809 3154227109 2025-09-03 2024 2025-03-06 01:10:19Z BRUCE DRAKE 1820 LEMOYNE AVENUE SYRACUSE NY 13208 29810240 0 X HTTPS://WWW.CONTACTEFR.ORG/ X 1976 NY EXCEPTIONAL FAMILY RESOURCES PARTNERS WITH INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, PROVIDING SERVICES, INFORMATION, ADVOCACY AND OTHER SUPPORTS TO ENHANCE LIVES AND FOSTER COMMUNITY ACCEPTANCE. 10 10 1203 12 0 0 2190845 2552548 19064656 23986354 -316165 -67256 18455 19626 20957791 26491272 508776 517227 0 0 16487893 19776841 0 0 3590 3910302 5131199 20906971 25425267 50820 1066005 13611105 15193761 2980883 2630395 10630222 12563366 X EXCEPTIONAL FAMILY RESOURCES PARTNERS WITH INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, PROVIDING SERVICES, INFORMATION, ADVOCACY AND OTHER SUPPORTS TO ENHANCE LIVES AND FOSTER COMMUNITY ACCEPTANCE. 0 0 5809615 6622515 THE COMMUNITY HABILITATION PROGRAM HELPS PEOPLE WITH DEVELOPMENTAL DISABILITIES LEARN, IMPROVE, OR MAINTAIN INDEPENDENT LIVING SKILLS BOTH WITHIN THE HOME AND IN THE COMMUNITY. APPROXIMATELY 329 PEOPLE WERE SERVED IN 2024. 13528566 13310484 SELF DIRECTION SERVICES ALLOW INDIVIDUALS TO PLAN AND ACCESS SUPPORT SERVICES THROUGH AN ANNUAL BUDGET THAT THEY DESIGN TO MEET THEIR INDIVIDUAL NEEDS WHICH IS DETERMINED BY REGION, LIVING SITUATION AND ASSESSMENT. EACH INDIVIDUAL HAS A PERSONAL RESOURCES ALLOCATION (PRA) WHICH DETERMINES THEIR BUDGET. WITH SUPPORT OF A "PLANNING TEAM" MADE UP OF FAMILY, FRIENDS AND ADVOCATES, INDIVIDUALS CAN CHOOSE TO SELF-HIRE THEIR DIRECT CARE STAFF OR ACCESS TRADITIONAL AGENCY SUPPORTED SERVICES FOR RESPITE, COMMUNITY HABILITATION AND/OR SUPPORTED EMPLOYMENT. A VARIETY OF ADDITIONAL SERVICES ARE ALSO AVAILABLE SUCH AS FINANCIAL ASSISTANCE FOR HOUSING, LIVING EXPENSES, AND COMMUNITY CLASSES AND ARE DEPENDENT UPON AGE OF THE INDIVIDUAL. APPROXIMATELY 611 PEOPLE WERE SERVED IN 2024. 1431409 1514280 WAIVER RESPITE SERVICES PROVIDE SUPPORT TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND OFFERS THEIR PRIMARY CAREGIVERS A BREAK FROM PROVIDING CARE. SERVICES CAN BE PROVIDED IN THE HOME OR IN THE COMMUNITY. OUR COMMUNITY RESPITE SERVICES PROVIDE PRIMARILY 1:1 OR 1:2 SUPPORTS AND OUR RECREATIONAL RESPITE SERVICES PROVIDE GROUP RESPITE OPPORTUNITIES THROUGHOUT THE YEAR. APPROXIMATELY 125 PEOPLE WERE SERVED IN 2024. 2682816 517227 2539714 EMPLOYMENT SERVICES FOR APPROXIMATELY 188 PEOPLE IN 2024, FAMILY AND INDIVIDUAL SUPPORT SERVICES, AND VARIOUS OTHER PROGRAMS. 2682816 517227 2539714 23452406 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 207 0 1 1203 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ROXANNE COTTER 3154781462 1820 LEMOYNE AVENUE SYRACUSE NY 13208 JUDITH TARRANTS DIRECTOR 1.00 X 0 0 0 ERICA WYNN KEARSE VICE PRESIDENT 1.00 X X 0 0 0 PATTI MARVIN SECRETARY 1.00 X X 0 0 0 ERIC STONE PRESIDENT 1.00 X X 0 0 0 BENJAMIN TAYLOR TREASURER 1.00 X X 0 0 0 PETER KOZIK DIRECTOR 1.00 X 0 0 0 LINDA WEBB DIRECTOR 1.00 X 0 0 0 KAREN BURNS DIRECTOR 1.00 X 0 0 0 ANDREA WANDERSEE DIRECTOR 1.00 X 0 0 0 BETH LYNN HOEY DIRECTOR 1.00 X 0 0 0 ROXANNE COTTER CHIEF FINANCIAL OFFICER 40.00 X 142491 0 20935 BRUCE DRAKE CHIEF EXECUTIVE OFFICER 40.00 X 198496 0 32075 DANIEL KELLEY CHIEF OPERATING OFFICER 40.00 X 112547 0 28028 LAWTON WILLIAMSON DIRECTOR OF EMPLOYMENT 40.00 X 122672 0 15878 576206 0 96916 4 0 1 0 ALLEGRETTO FUNDING GROUP INC 7037 FLY ROAD EAST SYRACUSE NY 13057 INFORMATION TECHNOLOGY SERVICE AND SUPPO 140210 1 8168 2512479 31901 2552548 MEDICAID 624100 23986354 23986354 23986354 139614 139614 16575 0 16575 16575 16575 3089933 3296803 -206870 -206870 -206870 19044 8168 22165 -3121 -3121 OTHER REVENUE 900099 6172 639 5533 6172 26491272 23986993 0 -48269 517227 517227 403994 403994 16286453 15593364 693089 163477 142676 20801 1426498 1312208 114290 1496419 1403149 93270 20401 20401 49706 49706 553818 272089 281729 32766 26660 6106 96715 56017 40698 98999 2050 96949 122155 109226 12929 1071417 1069661 1756 63823 42268 21555 103203 73403 29800 70287 52712 17575 PROGRAM EXPENSES 2739842 2739822 20 MISCELLANEOUS 108067 39874 64603 3590 25425267 23452406 1969271 3590 725080 1760946 1558628 105432 246710 518469 3170394 4005553 92870 270076 1542967 719655 821498 823312 6072280 6753907 923645 956066 13611105 15193761 1127534 990555 110435 130137 69966 61307 1672948 1448396 2980883 2630395 X 10630222 12563366 10630222 12563366 13611105 15193761 X 1066005 864014 -70449 73574 X 0 1 X 1 0 X 6285798 2227938 1448364 2190845 2552548 14705493 8290970 8653690 14346040 19065781 23986993 74343474 14576768 10881628 15794404 21256626 26539541 89048967 96336 26893 126443 249672 0 96336 26893 126443 249672 88799295 17690 18010 32301 148181 156189 372371 17690 18010 32301 148181 156189 372371 14594458 10899638 15826705 21404807 26695730 89421338 0.99300 0.99440 0.00420 0.00320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1219145 493805 725340 323822 225850 97972 823312 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 941913 OPERATING LEASE RIGHT OF USE ASSETS 14153 956066 DUE TO FUNDING SOURCES 1434244 OPERATING LEASE LIABILITY 14152 1448396 27380576 864014 73574 937588 26442988 70449 -22165 48284 26491272 25447432 22165 22165 25425267 0 25425267 PART IV, LINE 2B: THE ORGANIZATION IS A REPRESENTATIVE PAYEE AND MAINTAINS FUNDS ON BEHALF OF PROGRAM PARTICIPANTS FOR THEIR PERSONAL NEEDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 73,574. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES -22,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES 22,165. CELEBRATION OF EMPOWERMENT 27212 8168 19044 19820 2345 27212 8168 19044 19820 2345 22165 -3121 1 FAMILY SUPPORT SERVICES 200 160542 INDIVIDUAL SUPPORT SERVICES 87 356685 PART I, LINE 2: FAMILIES ARE REQUIRED TO COMPLETE AN APPLICATION AND ELIGIBILITY IS VERIFIED BY STAFF. WRITTEN GUIDELINES ARE ESTABLISHED FOR THE USE OF SUCH FUNDS. FUNDS ARE REQUESTED IN ADVANCE AND EACH NEW REQUEST HAS THREE LEVELS OF REVIEW WITHIN THE ORGANIZATION. FOR GOODS AND SERVICES SUCH AS NEEDED EQUIPMENT, SUPPLIES, THERAPY AND ACTIVITIES, RECEIPTS ARE REQUIRED TO BE SUBMITTED. RESPITE SERVICES VOUCHERS TO REIMBURSE THE FAMILY MUST BE SIGNED BY THE PROVIDER OF THE SERVICES AND INDICATE THE DATE AND TIME OF SERVICE, AND AMOUNT PAID BY THE FAMILY. X X X 0 0 0 0 0 0 0 0 0 BRUCE DRAKE CHIEF EXECUTIVE OFFICER 191781 0 6457 0 258 0 8201 0 23874 0 230571 0 0 0 ROXANNE COTTER CHIEF FINANCIAL OFFICER 137780 0 4573 0 138 0 5233 0 15702 0 163426 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, THEN IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS FOR REVIEW. THE RETURN IS FILED AFTER SUFFICIENT TIME HAS ELAPSED FOR THE BOARD OF DIRECTORS TO REVIEW AND ALL INQUIRIES HAVE BEEN ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND OFFICER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS ARE REVIEWED BY THE BOARD OF DIRECTORS TO ENSURE ALL MEMBERS ARE IN COMPLIANCE WITH THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS BASED ON AN ANNUAL PERFORMANCE EVALUATION CONDUCTED BY THE BOARD OF DIRECTORS AND MARKET DATA. THE COMPENSATION OF OTHER OFFICERS OF THE ORGANIZATION IS SET BY THE EXECUTIVE DIRECTOR BASED ON ANNUAL PERFORMANCE EVALUATIONS AND MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE BUSINESS OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 73,574.