2026-04-20T11:43:11-05:00 2025-06-30 332457480 INSERO ADVISORS LLC 20 THORNWOOD DRIVE ITHACA NY 14850 990 2024-07-01 264419177 ABILITY PARTNERS FOUNDATION ABIL 5853346000 731 PRE-EMPTION RD GENEVA NY 14456 DARRELL WHITBECK PRESIDENT 5853346000 2026-04-17 1 1 BENJAMIN M OWENS CPA P02449769 6072724444 2024 2025-03-06 01:10:19Z DARRELL WHITBECK 731 PRE-EMPTION RD GENEVA NY 14456 938773 0 X HAPPINESSHOUSE.ORG X 2009 NY THE ABILITY PARTNERS FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO RAISE AND GENERATE FUNDS THAT WILL PROMOTE, SUPPORT, AND AUGMENT THE CONTINUATION OF LONG-TERM SERVICES FOR PEOPLE WITH DISABLITIES OFFERED THROUGH CP ROCHESTER, HAPPINESS HOUSE, AND ROCHESTER REHABILITATION IN THE FINGER LAKES AND GREATER ROCHESTER AREAS INCLUDING ONTARIO, SENECA, YATES, WAYNE, LIVINGSTON, MONROE, AND ORLEANS COUNTIES. 14 14 0 16 0 0 495041 449043 0 0 211160 185709 -51725 -36814 654476 597938 149881 94172 0 0 184221 183192 0 0 0 36149 95506 370251 372870 284225 225068 4990638 5511719 136949 60224 4853689 5451495 X THE ABILITY PARTNERS FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO RAISE AND GENERATE FUNDS THAT WILL PROMOTE, SUPPORT, AND AUGMENT THE CONTINUATION OF LONG-TERM SERVICES FOR PEOPLE WITH DISABLITIES OFFERED THROUGH CP ROCHESTER, HAPPINESS HOUSE, AND ROCHESTER REHABILITATION IN THE FINGER LAKES AND GREATER ROCHESTER AREAS INCLUDING ONTARIO, SENECA, YATES, WAYNE, LIVINGSTON, MONROE, AND ORLEANS COUNTIES. 0 0 94172 94172 -7239 THE ABILITY PARTNERS FOUNDATION: PROVIDING FURTHER SUPPORT FOR CP ROCHESTER, HAPPINESS HOUSE, AND ROCHESTER REHABILITATION. 94172 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X RENE SANDRONI 5853346000 731 PRE-EMPTION RD GENEVA NY 14456 PATRICK COLEMAN DIRECTOR 1.00 X 0 0 0 NICK TESTA DIRECTOR 1.00 X 0 0 0 ELSA STEO DIRECTOR 1.00 X 0 0 0 ANN KURZ DIRECTOR (PART YEAR) 1.00 X 0 0 0 LEE CURTIS DIRECTOR 1.00 X 0 0 0 RICHARD HAWKS JR IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DIANA SMITH DIRECTOR (PART YEAR) 1.00 X 0 0 0 PAUL DAVIDSON DIRECTOR 1.00 X 0 0 0 AMY CRAM DIRECTOR 1.00 X 0 0 0 CATHERINE FRANGENBERG DIRECTOR 1.00 X 0 0 0 JEANIE SMITH DIRECTOR 1.00 X 0 0 0 EILEEN GAGE CHAIR 1.00 1.00 X X 0 0 0 JOYCE W WEIR SECRETARY 1.00 1.00 X X 0 0 0 ROY BEECHER TREASURER 1.00 1.00 X X 0 0 0 JEFFREY BAKER VICE CHAIR 1.00 1.00 X X 0 0 0 MICHAEL COPPOLA DIRECTOR 1.00 1.00 X 0 0 0 DARRELL J WHITBECK PRESIDENT AND CEO 4.00 34.00 X X 0 213517 34898 JACQUELINE HAWKS LYTTLE VP FOUNDATION & DEVELOPMENT 1.00 38.00 X X 0 130641 0 RENE SANDRONI CFO 1.00 38.00 X X 0 104720 11801 CHERYL SCHAEFFER COPPOLA VP FOUNDATION & DEVELOPMENT (PART YEAR) 1.00 38.00 X X 0 110042 8627 0 558920 55326 0 0 1 0 0 231363 217680 449043 127400 127400 358900 300591 58309 58309 58309 10669 231363 40244 -29575 -29575 PRIOR PERIOD INCOME 900099 -7239 -7239 -7239 597938 -7239 0 156134 94172 94172 25655 25655 131641 131641 1820 1820 12328 12328 11748 11748 53 53 9275 9275 26620 26620 7386 7386 5121 5121 398 398 741 741 4609 4609 PURCHASED SERVICES 35917 35917 OTHER 4626 4626 DUES AND PERMITS 760 760 372870 94172 278698 0 193544 180028 39250 12300 4701437 5194015 95657 86126 4990638 5511719 12697 20400 2200 116549 45327 136949 60224 X 4160100 4822576 693589 628919 4853689 5451495 4990638 5511719 225068 372738 0 X X 0 1 X 1 0 X X 3 FINGER LAKES UNITED CEREBRAL PALSY DBA HAPPINESS HOUSE 160965912 7 1 38859 0 UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 160743950 7 1 38767 0 ROCHESTER REHABILITATION CENTER INC 160743143 7 1 16000 0 3 93626 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1 THE FOUNDATION DOES NOT SHARE THE MAJORITY OF SHAREHOLDERS WITH THE SUPPORTED ORGANIZATIONS; HOWEVER THE FOUNDATION PURCHASES SERVICES FROM THE SUPPORTED ORGANIZATIONS, INCLUDING KEY MANAGEMENT POSITIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 588348 32854 7717 628919 527230 61118 588348 487983 39247 527230 323929 164054 487983 320929 3000 323929 1.00000 0 0 0 DUE TO AFFILIATE 45327 45327 984300 372738 40244 412982 571318 26620 26620 597938 386494 40244 40244 346250 26620 26620 372870 PART V, LINE 4: THE ORGANIZATION'S PERMANENTLY RESTRICTED NET ASSETS INCLUDE RESOURCES THAT HAVE BEEN DONATED TO THE ORGANIZATION SUBJECT TO THE RESTRICTIONS AS DEFINED BY THE DONOR THAT REQUIRE THAT THE NET ASSETS BE MAINTAINED IN PERPETUITY. INCOME FROM THESE FUNDS IS USED IN ACCORDANCE WITH THE DONOR'S WISHES. INCOME FROM THESE ASSETS ARE RESTRICTED FOR THE FOLLOWING PURPOSES: ENDOWMENT -FOUNDER'S CAMPAIGN $260,230 VARIOUS OTHER ENDOWMENTS $17,115 SPRULL LIBRARY $10,000 AMIDON AWARD $5,000 ENDOWMENT FUND - CP ROCHESTER $15,140 ENDOWMENT FUND - ROCHESTER REHABILITATION $96,024 ENDOWMENT FUND - FOUNDATION $63,515 ACTS OF KINDNESS $146,950 ACTS OF KINDNESS - RESIDUAL INCOME $7,717 VARIOUS OTHER FOUNDATION ENDOWMENTS $7,228 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 40,244. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 40,244. HONORING HEROES GALA AND AUCTION 123489 119679 3810 1403 2066 12155 GOLF TOURNAMENT 57518 54599 2919 5430 4910 2556 3 61025 57085 3940 6057 2942 2725 242032 231363 10669 12890 9918 17436 40244 -29575 1 FINGER LAKES UNITED CEREBRAL PALSY 731 PRE-EMPTION ROAD GENEVA NY 14456 160965912 501(C)(3) 38859 0 TO SUPPORT LONG-TERM SERVICES OF FINGER LAKES UNITED CEREBRAL PALSY, INC. IN ACCORDANCE WITH ITS MISSION. UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 160743950 501(C)(3) 38767 0 TO SUPPORT LONG-TERM SERVICES OF UNITED CEREBRAL PALSY ASSOCIATION OF ROCHESTER AREA, INC., DBA CP ROCHESTER, IN ACCORDANCE WITH ITS MISSION. ROCHESTER REHABILITATION CENTER INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 160743143 501(C)(3) 16000 0 TO SUPPORT LONG-TERM SERVICES OF ROCHESTER REHABILITATION CENTER, INC., IN ACCORDANCE WITH ITS MISSION. 3 0 PART I, LINE 2: THE ORGANIZATIONS SHARE COMMON MANAGEMENT. MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS ARE MAINTAINED, WHICH AUTHORIZE GRANTS TO FINGER LAKES UNITED CEREBRAL PALSY, DBA HAPPINESS HOUSE, UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA, INC., DBA CP ROCHESTER, AND ROCHESTER REHABILITATION, INC. X X X X 0 0 0 0 0 0 0 0 0 DARRELL J WHITBECK PRESIDENT AND CEO 0 213517 0 0 0 0 0 23677 0 11221 0 248415 0 0 CHERYL SCHAEFFER-COPPOLA VP OF FOUNDATION & DEVELOPMENT IS SOUSE OF BOARD MEMBER, MICHAEL COPPOLA 118669 PAID THROUGH HH PAYROLL 0 JACQUELINE HAWKS-LYTTLE VP OF FOUNDATION & DEVELOPMENT IS CHILD OF BOARD MEMBER, RICHARD HAWKS JR. 130641 PAID THROUGH HH PAYROLL 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE AUDIT & FINANCE COMMITTEE BEFORE IT IS FILED. A COPY OF THE FORM 990 IS ALSO AVAILABLE FOR REVIEW BY EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE UPDATED ANNUALLY. THE STATEMENTS ARE REVIEWED BY THE CEO. THROUGHOUT THE YEAR THE CEO WILL BRING ANY POTENTIAL CONFLICTS TO THE EXECUTIVE COMMITTEE FOR REVIEW AND RESOLUTION ACCORDING TO WRITTEN POLICY AND PROCEDURE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR THE FOUNDATION EMPLOYEES ARE PAID BY THE RELATED ENTITY. THE VP OF HR GATHERS COMPARABLE DATA, THE EXECUTIVE COMMITTEE REVIEWS THE DATA, MEETS WITH THE CEO AND APPROVES CEO'S COMPENSATION. THIS IS DOCUMENTED AND GIVEN TO THE VP OF HR TO ADD TO THE CONTRACT WHICH IS THEN SIGNED BY THE CHAIR AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND FORM 990 TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS. AUDITOR SELECTION CHANGED THIS YEAR. FINGER LAKES UNITED CEREBRAL PALSY 731 PRE-EMPTION ROAD GENEVA NY 14456 160965912 SERVICES FOR THOSE WITH DISABILITIES AND OTHER CHALLENGES NY 501(C)(3) LINE 7 ABILITY PARTNERS INC 0 UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 3399 WINTON ROAD SOUTH ROCHESTER NY 14623 160743950 SERVICES FOR THOSE WITH DISABILITIES AND OTHER CHALLENGES NY 501(C)(3) LINE 7 ABILITY PARTNERS INC 0 ROCHESTER REHABILITATION CENTER INC 1000 ELMWOOD AVE ROCHESTER NY 14620 160743143 SERVICES FOR THOSE WITH DISABILITIES AND OTHER CHALLENGES NY 501(C)(3) LINE 7 ABILITY PARTNERS INC 0 ABILITY PARTNERS INC 731 PRE-EMPTION ROAD GENEVA NY 14456 473584358 SOLE MEMBER PARENT CORPORATION NY 501(C)(3) LINE 12B, II N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1