2024-11-14T11:31:11-06:00 2023-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2023-01-01 161129675 LIBERTY RESOURCES INC LIBE 3154251004 1045 JAMES STREET SYRACUSE NY 13203 CARL M COYLE CEO 3154251004 2024-11-14 1 1 BENJAMIN NOVAK P01946532 3154227109 2024-11-13 2023 2024-10-15 13:58:12Z CARL M COYLE 1045 JAMES STREET SYRACUSE NY 13203 81205457 0 X HTTP://WWW.LIBERTY-RESOURCES.ORG/ X 1979 NY TO ASSIST INDIVIDUALS AND FAMILIES WHO ARE IN NEED TO ACHIEVE AN IMPROVED QUALITY OF LIFEBY PROVIDING THE MOST COMMUNITY-BASED LEVEL OF INTERVENTION AND SUPPORT. 12 12 1761 12 0 0 16274138 15534568 59011906 64866866 98623 138025 1058291 665998 76442958 81205457 0 0 0 0 57810376 62736283 0 0 0 16960737 18529914 74771113 81266197 1671845 -60740 38169866 37095371 15095238 13516689 23074628 23578682 X TO ASSIST INDIVIDUALS AND FAMILIES WHO ARE IN NEED TO ACHIEVE AN IMPROVED QUALITY OF LIFE BY PROVIDING THE MOST COMMUNITY-BASED LEVEL OF INTERVENTION AND SUPPORT. 0 0 19915225 17656079 IN 2023, LIBERTY RESOURCES WAS AWARDED FEDERALLY QUALIFIED HEALTH CENTER LOOK ALIKE STATUS INCREASING ACCESS TO SERVICES FOR CLIENTS IN OUR COMMUNITY. THE BEHAVIORAL HEALTH CENTER PROVIDED OVER 124,000 MENTAL HEALTH SERVICES TO 6,238 UNIQUE BEHAVIORAL HEALTH CLIENTS. IN ADDITION, PRIMARY CARE PROVIDED OVER 7,200 SERVICES TO APPROXIMATELY 1,977 UNIQUE FAMILY HEALTH CENTER CLIENTS IN 2023. OUR STRATEGIC GROWTH HAS ALLOWED US TO CONTINUE INCREASING OUR MENTAL HEALTH SERVICES IN OUR MONROE AND OSWEGO COUNTY SATELLITES AS WELL AS EXPANDING OUR SCHOOL BASED SATELLITE CLINICS. OUR OASAS CERTIFIED CLINIC HAS PROVIDED OVER 2500 SUBSTANCES ABUSE SERVICES TO 151 CLIENTS IN THIS PROGRAM IN 2023. WE HAVE ALSO INCREASED OUR PEER SUPPORT AND HOME AND COMMUNITY-BASED SERVICES, PROVIDING ADDITIONAL SERVICES TO OUR CLIENTS. THESE COMBINED EXPANSIONS HAVE ALLOWED US TO IMPROVE COMMUNITY ACCESS AND WIDEN OUR SCOPE OF IMPACT WHILE MAINTAINING A HIGH QUALITY OF CARE. 21099421 22302438 LIBERTY RESOURCES POST, PLLC PROVIDES A RANGE OF SPECIAL EDUCATION AND RELATED THERAPY SERVICES FOR CHILDREN WHO ARE PRIMARILY BIRTH TO FIVE YEARS OLD, AND THROUGH SOME OUTSIDE CONTRACTING, SERVICES ARE ALSO PROVIDED TO SCHOOL AGED CHILDREN. THE SCOPE OF SERVICES INCLUDE SPEECH THERAPY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPECIAL EDUCATION TEACHER SERVICES, SOCIAL WORK, COUNSELING, MUSIC THERAPY, CLINICAL AND DIAGNOSTIC PSYCHOLOGY, SCHOOL PSYCHOLOGY, NUTRITION, SERVICE COORDINATION, TODDLER GROUPS, ASSISTIVE TECHNOLOGY, SENSORY GYMS AND CLASSROOMS, AND SPECIAL EDUCATION PRESCHOOL CLASSROOMS. THE CHILDREN'S PLAN OF CARE IS INDICATED THROUGH INITIAL AND ONGOING ASSESSMENTS AND TREATMENTS, AND ARE REGULATED THROUGH THE NEW YORK STATE DEPARTMENT OF HEALTH AND THE NEW YORK STATE EDUCATION DEPARTMENT. LIBERTY RESOURCES POST, PLLC PROVIDED SERVICES TO 9,220 CHILDREN IN 2023. 7957784 8776351 LIBERTY RESOURCES, INC. PROVIDES INDIVIDUALIZED RESIDENTIAL ALTERNATIVE (IRA) SERVICES TO 66 PEOPLE IN SUPERVISED AND SUPPORTIVE SETTINGS. SUPERVISED IRAS INCLUDE 24 HOUR SUPPORT IN ACTIVITIES OF DAILY LIVING FOR 365 DAYS PER YEAR, AMOUNTING TO 24,090 DAYS OF SERVICE PER YEAR. SUPPORT IS GIVEN IN AREAS OF RECREATION, MEDICATION MANAGEMENT, BEHAVIOR SUPPORT AND ACCOMPLISHING EACH INDIVIDUALS VALUED OUTCOMES. THE GOALS ARE THE SAME IN A SUPPORTIVE IRA: HOWEVER, THESE INDIVIDUALS REQUIRE LESS INTENSIVE SUPPORT. LIBERTY RESOURCES, INC. PROVIDES BETWEEN 20-40 HOURS OF SUPPORT PER WEEK FOR EACH INDIVIDUAL IN A SUPPORTIVE IRA. THESE INDIVIDUALS LIVE INDEPENDENTLY IN THEIR OWN APARTMENT AND THE SUPPORTS ARE PROVIDED INTERMITTENTLY THROUGHOUT EACH WEEK. THE GOALS OF BOTH SERVICES ARE TO INCREASE A PERSONS INDEPENDENCE IN ALL AREAS OF LIFE SO THAT THEY MAY EVENTUALLY LIVE MORE INDEPENDENTLY. 23311867 16797996 OTHER PROGRAM SERVICES PROVIDED INCLUDE DAY SERVICES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS, BRAIN INJURY SERVICES, RESIDENTIAL SERVICES FOR INDIVIDUALS WITH SUBSTANCE ABUSE AND MENTAL HEALTH ISSUES, EMPLOYMENT SERVICES, HIV/AIDS SERVICES AND CHILD AND FAMILY SERVICES. 23311867 16797996 72284297 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 228 0 1 1761 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 NY X KELLI HARRIS 3154251004 1045 JAMES STREET SYRACUSE NY 13203 X ROBERT TOOLE JR PRESIDENT 2.00 X X 0 0 0 WINTHROP THURLOW ESQ VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL MADIGAN TREASURER 2.00 X X 0 0 0 KATHERINE ANTHIS SECRETARY 2.00 X X 0 0 0 DAVID BOWLES DIRECTOR 1.00 X 0 0 0 WILLIAM CONOLE DIRECTOR 1.00 X 0 0 0 DANIEL DEGIROLAMO DIRECTOR 1.00 X 0 0 0 DANIEL J MANNING DIRECTOR 1.00 X 0 0 0 DR NANCY MUDRICK DIRECTOR 1.00 X 0 0 0 SCOTT GUCCIARDI DIRECTOR 1.00 X 0 0 0 DR LAWRENCE STEWART DIRECTOR 1.00 X 0 0 0 ELLIOT BOYCE DIRECTOR 1.00 X 0 0 0 CARL M COYLE CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 KELLI HARRIS CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 CARRIE DORAN CHIEF OPERATING OFFICER 40.00 X 0 0 0 LAURA ZAFERAKIS POST PRESIDENT 40.00 X 180418 0 3057 JEFF TETRAULT FACILITIES SUPERVISOR 40.00 X 193512 0 11513 CASSANDRA ARCHER MEDICAL DIRECTOR 40.00 X 239483 0 4145 MARTA DURKIN VP, BEHAVIORAL HEALTHCARE 40.00 X 155384 0 2309 ALANN WEISSMAN-WARD MEDICAL DIRECTOR 40.00 X 181928 0 3907 950725 0 24931 33 0 1 0 MESA MANAGEMENT SERVICES LLC 1045 JAMES STREET SYRACUSE NY 13203 MANAGEMENT SERVICES 1735654 HOPKINS MEDICAL LLC 1045 JAMES STREET SYRACUSE NY 13203 PHYSICIAN 357328 JOHN J CONNORS MD PC 175 HUMBOLDT STREET ROCHESTER NY 14610 PSYCHIATRIST 168342 ROCOVERY FITNESS INC 11035 DEWEY AVENUE ROCHESTER NY 14613 WELLNESS TRAINING 168168 CATALIN BUTUNOI 114 ST MARYS AVENUE CLINTON NY 13323 PHYSICIAN 161280 9 15188708 345860 15534568 MEDICAID AND MEDICARE 624100 35436639 35436639 EARLY INTERVENTION FEES 624100 21072512 21072512 COMMERCIAL INSURANCES AND PRIVATE 624100 6842628 6842628 PARTICIPANT FEES 624100 1515087 1515087 64866866 138025 138025 MISCELLANEOUS 624100 665998 665998 665998 81205457 65532864 0 138025 53159871 48798174 4361697 305311 264839 40472 3991637 3474165 517472 5279464 4917515 361949 1755857 1755857 67663 17958 49705 69761 23197 46564 18863 18863 4841784 4624768 217016 27199 17234 9965 587029 502007 85022 3052618 2306822 745796 921933 866318 55615 265881 206843 59038 4596 391 4205 859634 844634 15000 613967 447668 166299 PARTICIPANT INCIDENTALS 1728003 1727778 225 BAD DEBTS 1152545 1152545 PROGRAM SUPPLIES 491707 486825 4882 FOOD 343085 331088 11997 1727789 1273528 454261 81266197 72284297 8981900 0 1471762 2078686 14757381 13738187 867368 1331567 12322945 6566351 5604736 5756594 4641269 5325226 2106726 2000526 8720624 6864585 38169866 37095371 3216338 3315426 2622105 2296532 319399 144258 8937396 7760473 15095238 13516689 X 23074628 23578682 23074628 23578682 38169866 37095371 -60740 564794 0 X 0 1 X 1 1 1 X 13588082 17949981 23594469 16274138 15534568 86941238 13588082 17949981 23594469 16274138 15534568 86941238 86941238 201 1355 45245 98623 138025 283449 1031539 4139674 1315944 1058291 665998 8211446 95436133 197748753 0.91100 0.89910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 333225 333225 7098403 3242607 3855796 4480076 3323744 1156332 411241 411241 5756594 INVESTMENTS 5325226 F 5325226 PARTICIPANT FUNDS 94900 OPERATING LEASE RIGHT OF USE ASSETS 6769685 6864585 PARTICIPANT FUNDS 94000 DUE TO FUNDING SOURCES 252207 DUE TO RELATED PARTIES 545109 OPERATING LEASE LIABILITIES 6869157 7760473 81751388 564794 564794 81186594 18863 18863 81205457 81247334 0 81247334 18863 18863 81266197 1 0 0 0 0 0 0 1 0 0 CASSANDRA ARCHER MEDICAL DIRECTOR 239393 0 0 0 90 0 2740 0 1405 0 243628 0 0 0 JEFF TETRAULT FACILITIES SUPERVISOR 193374 0 0 0 138 0 2828 0 8685 0 205025 0 0 0 ALANN WEISSMAN-WARD MEDICAL DIRECTOR 181928 0 0 0 0 0 2825 0 1082 0 185835 0 0 0 LAURA ZAFERAKIS POST PRESIDENT 180280 0 0 0 138 0 2700 0 357 0 183475 0 0 0 MARTA DURKIN VP, BEHAVIORAL HEALTHCARE 140291 0 15000 0 93 0 1938 0 371 0 157693 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO MESA MANAGEMENT SERVICES, LLC, AN UNRELATED MANAGEMENT SERVICES COMPANY. MR. COYLE RECEIVED $878,148 IN REPORTABLE COMPENSATION, $250,000 IN PERFORMANCE INCENTIVE PAYMENTS AND $133 IN OTHER COMPENSATION DURING 2023 FOR SERVICES PROVIDED TO LIBERTY RESOURCES, INC. AS CHIEF EXECUTIVE OFFICER. MS. HARRIS RECEIVED $201,098 IN REPORTABLE COMPENSATION, $100,000 IN PERFORMANCE INCENTIVE PAYMENTS AND $55 IN OTHER COMPENSATION DURING 2023 FOR SERVICES PROVIDED TO LIBERTY RESOURCES, INC. AS CHIEF FINANCIAL OFFICER. MS. DORAN RECEIVED $244,051 IN REPORTABLE COMPENSATION AND $138 IN OTHER COMPENSATION DURING 2023 FOR SERVICES PROVIDED TO LIBERTY RESOURCES, INC. AS CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS ELECTRONICALLY SENT TO EACH DIRECTOR FOR REVIEW PRIOR TO THE FILING OF THE RETURN. A WINDOW OF TIME IS MADE AVAILABLE FOR DIRECTORS TO MAKE COMMENTS AND ASK QUESTIONS. THE RETURN IS FILED AFTER THIS TIME PERIOD EXPIRES. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BODY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REVIEWED ANNUALLY AND AFFIRMATIVELY ATTESTED TO BY EACH DIRECTOR. ADDITIONALLY, THE POLICY REQUIRES DIRECTORS TO DISCLOSE AND ACT ON ANY TRANSACTIONS WITH INDIVIDUALS OR CORPORATIONS THAT WOULD PRESENT A CONFLICT OF INTEREST OR APPEARANCE OF ONE. FORM 990, PART VI, SECTION B, LINE 15B THE COMPENSATION OF SENIOR MANAGEMENT IS REVIEWED AND APPROVED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF REPRESENTATION FROM THE BOARD OF DIRECTORS AND INDEPENDENT UNRELATED INDIVIDUALS. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE MANAGEMENT TEAM, THE ANNUAL STRATEGIC GOALS OF THE ORGANIZATION AND COMPARABLE COMPENSATION WITHIN THE HUMAN SERVICE INDUSTRY TO ARRIVE AT THE BASE COMPENSATION AND PERFORMANCE INCENTIVE PLAN FOR THE TEAM. THE RECOMMENDATION OF THE COMPENSATION COMMITTEE IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR THE MANAGEMENT TEAM IS PAID BY AN UNRELATED ORGANIZATION, MESA MANAGEMENT SERVICES, LLC, AND IS FOR MANAGEMENT SERVICES PROVIDED TO LIBERTY RESOURCES, INC. AND AFFILIATES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS. FINANCIAL STATEMENTS ARE PUBLICLY REPORTED TO ALL NEW YORK STATE REGULATORY BODIES AND ARE MADE AVAILABLE TO THE PUBLIC UNDER FREEDOM OF INFORMATION LEGISLATION. FORM 990 AND NEW YORK STATE CHAR500 ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS. LIBERTY RESOURCES POST LLC 1045 JAMES STREET SYRACUSE NY 13203 273499479 SPECIAL EDUCATION AND ANCILLARY ASSESSMENT/TREATMENT PROGRAMS NY 22302438 9017866 N/A LIBERTY MANAGEMENT SERVICES INC 1045 JAMES STREET SYRACUSE NY 13203 412262515 PROVIDE MANAGMENT SERVICES FOR LIBERTY RESOURCES, INC. AND AFFILIATES. DE 501(C)(3) LINE 11 N/A 1 LIBERTY RESOURCES BEHAVIORAL HEALTHCARE INC 1045 JAMES STREET SYRACUSE NY 13203 743239232 WORK WITH FAMILIES AND INDIVIDUALS TO PROVIDE RESIDENTIAL & NON-RES SVCS NY 501(C)(3) LINE 7 N/A 1 OCCUPATIONAL THERAPY CENTER INC 6723 TOWPATH ROAD GLACIER BLDG EAST SYRACUSE NY 13057 223731163 SPECIAL EDUCATION AND ANCILLARY ASSESSMENT/TREATMENT PROGRAMS NJ LIBERTY RESOURCES POST LLC RELATED 793405 0 0 1.00000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 OCCUPATIONAL THERAPY CENTER INC M 793405 FUNDING SOURCE REIMBURSEMENT RATE