2024-01-29T14:15:22-06:00 2023-06-30 223480145 HOLMAN FRENIA ALLISON PC 1985 CEDAR BRIDGE AVENUE SUITE 3 LAKEWOOD NJ 08701 990 2022-07-01 210657022 THE ARC OF MONMOUTH INC ARCO 7324931919 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 ROBERT ANGEL EXECUTIVE DIRECTOR 7324931919 2024-01-29 1 ROBERT ANGEL 999009999 0 P00836358 7327971333 2024-01-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHILIP ORLANDO 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 26055715 0 X WWW.ARCOFMONMOUTH.ORG X 1955 NJ TO IMPROVE THE LIVES OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH ADVOCACY, SERVICES AND SUPPORTS, COLLABORATION WITH COMMUNITY PARTNERS AND COMMUNITY EDUCATION. 14 14 458 0 0 0 17925963 22394037 409805 492789 1501101 644443 1173046 1442689 21009915 24973958 0 0 0 0 14504967 16670931 0 0 363294 4257368 5680595 18762335 22351526 2247580 2622432 32706296 41189632 4579920 10889106 28126376 30300526 TO IMPROVE THE LIVES OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH ADVOCACY, SERVICES AND SUPPORTS, COLLABORATION WITH COMMUNITY PARTNERS AND COMMUNITY EDUCATION. 0 0 10198502 RESIDENTIAL SERVICES ARE PROVIDED TO APPROXIMATELY 85 PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO RESIDE IN ONE OF TEN GROUP HOMES, SUPERVISED APARTMENTS OR SUPPORTED LIVING APARTMENTS IN THE COUNTY. PERSONS RESIDING IN GROUP HOMES RECEIVE THE MOST INTENSE SUPERVISION, BASED UPON LEVEL OF NEED. PERSONS WHO LIVE IN SUPERVISED OR SUPPORTED LIVING APARTMENTS GENERALLY RECEIVE LESS INTENSIVE SUPPORT, WITH THE LEVEL OF SUPPORT BASED ON IDENTIFIED NEEDS. THE ARC OF MONMOUTH ALSO PROVIDES SUPPORTS TO PERSONS WITH DISABILITES WHO LIVE INDEPENDENTLY OR WITH THEIR FAMILIES IN THE COMMUNITY BUT CHOOSE SUPPORTS TO MAINTAIN THEMSELVES IN THEIR LIVING SITUATION. SERVICES ENCOURAGE COMMUNITY INTEGRATION AND PARTICIPATION. 4223509 ADULT SERVICES OFFERS DAY PROGRAM OPPORTUNITIES FOR APPROXIMATELY ... PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ARC OPERATES FIVE ACHIEVEMENT CENTERS AND A CREW LABOR PROGRAM IN WHICH THE PARTICIPANTS CONDUCT JANITORIAL WORK FOR COMMUNITY BUSINESSES AND MONMOUTH COUNTY SENIOR RESIDENTS. TWO OF THE FIVE ACHIEVEMENT CENTERS ARE SPECIAL NEEDS CENTERS; ONE SERVES PERSONS WITH MAJOR DEVELOPMENTAL AND PHYSICAL DISABILITIES; AND THE OTHER SERVES PERSONS WITH DUAL DIAGNOSES OF DEVELOPMENTAL DISABILITY AND PSYCHIATRIC DIAGNOSES AND/OR BEHAVIORIAL CHALLENGES. THE ACHIEVEMENT CENTERS PROVIDE OPPORTUNITIES FOR VOLUNTEERING AND BUILDING DAILY LIVING SKILLS SUCH AS FOOD PREPARATION, CLOTHING CARE, COMMUNITY RECREATION AND PERSONAL CARE. 1509352 THE WORK OPPORTUNITY CENTER IS A COMMUNITY VOCATIONAL PROGRAM THAT TRAINS AND EMPLOYS APPROXIMATELY ...PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. LOCATED IN LONG BRANCH, NEW JERSEY, THE CENTER'S SERVED INDIVIDUALS LEARN WORK SKILLS BY COMPLETING WORK SUBCONTRACTED FROM BUSINESSES IN THE TRI-STATE AREA OR WORK PRODUCT THAT IS SOLD IN THE COMMUNITY. INDIVIDUALS RECEIVE COUNSELING, VOCATIONAL TRAINING, AND OTHER SERVICES ON SITE. 2782415 2782415 18713778 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 53 0 1 458 1 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 NJ X ROBERT ANGEL 7324931919 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 JOYCE QUARLES BOARD MEMBER 1.00 X 0 0 0 ROY BOLLINGER BOARD MEMBER 1.00 X 0 0 0 DR JOHN NEVINS BOARD MEMBER 1.00 X 0 0 0 TIFFANIE EAGAN-SALERNO BOARD MEMBER 1.00 X 0 0 0 ADAM ENGLANDER BOARD MEMBER 1.00 X 0 0 0 JANIS SWINDLEHURST BOARD MEMBER 1.00 X 0 0 0 STEPHANIE MALEWSKI BOARD MEMBER 1.00 X 0 0 0 ERIKA SCHAEFER BOARD MEMBER 1.00 X 0 0 0 LAUREN ZALEPKA PRESIDENT 1.00 X 0 0 0 JOYCE NUNZIATA FIRST VICE PRESIDENT 1.00 X 0 0 0 JENNIFER MUDD SECOND VICE PRESIDENT 1.00 X 0 0 0 LAUREN NAPLES TREASURER 1.00 X 0 0 0 NEIL FLEISCHMAN SECRETARY 1.00 X 0 0 0 ALLISON COLANTUONI ASSISTANT SECRETARY 1.00 X 0 0 0 PHILIP ORLANDO CHIEF FINANCIAL OFFICER 40.00 X 164846 0 0 ROBERT ANGEL EXECUTIVE DIRECTOR 40.00 X 202740 0 0 LEWIS PASKIN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 152769 0 0 MARY DESANE ADVANCED PRACTICE NURSE 40.00 X 154955 0 0 THERESA VALENTINO DIRECTOR OF DEVELOPMENT 40.00 X 119715 0 0 SUZANNE PARCHMENT SENIOR DIRECTOR OF HUMAN RESOURCES 40.00 X 111731 0 0 906756 0 0 6 0 1 0 BROOKAIRE CO 329 VETERANS BLD CARLSTADT NJ 07072 HVAC 620336 SAHAR SHAFEY MD 3084 LOWER ROSWELL AVE MARIETTA GA 30068 PSYCH COUNSELING 109275 2 20024135 2369902 22394037 TRANSPORTATION FEES 624100 397808 397808 PROGRAM FEES 624100 53071 53071 RECREATION 624100 41910 41910 492789 868953 868953 1500 226010 0 -226010 1500 -224510 -224510 301130 87559 213571 213571 1012069 768188 243881 243881 MISCELLANEOUS 985237 985237 985237 24973958 268279 0 2311642 13184906 11446501 1520503 217902 182548 138581 37790 6177 2228480 1932140 256288 40052 1074997 918161 140039 16797 424500 207821 216679 1650895 1308574 335835 6486 37892 17379 17464 3049 551227 509651 41576 CLIENT TRANSPORTATION 1338659 1199754 138905 MATERIALS AND SUPPLIES 855198 588543 253431 13224 MISC 245751 172588 72089 1074 STAFF DEVELOPMENT 212509 18364 189728 4417 363964 255721 54127 54116 22351526 18713778 3274454 363294 11298236 5293788 771551 1699447 1117034 1399818 377714 464294 14810762 8287250 4294114 6523512 14011025 19159374 836622 6649399 32706296 41189632 1703900 1685845 55037 0 728824 648750 2092159 8554511 4579920 10889106 X 27555094 29723262 571282 577264 28126376 30300526 32706296 41189632 X 2622432 1087633 -148105 -1387810 X 0 1 X 1 1 1 X 13979229 15494307 15607500 17396230 20434295 82911561 13979229 15494307 15607500 17396230 20434295 82911561 82911561 965831 107090 1241633 1501165 644443 4460162 87371723 0.94900 0.94200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1752459 333776 76698 269351 1893582 2050310 139479 437330 1752459 1586076 482267 18033 2050310 1532653 68609 15186 1586076 1474256 77251 18854 1532653 0 0 194390 194390 8493148 6444592 2048556 3215407 107180 3108227 2366065 1578230 787835 541752 157248 384504 6523512 FUNDED RESERVE - HUD 521815 SECURITY DEPOSITS 130828 INTEREST 38235 MISCELLANEOUS OTHER ASSETS 27630 RIGHT-OF-USE OPERATING LEASE ASSETS 5930891 6649399 DEPOSITS PAYABLE 170753 LINE OF CREDIT 2000000 OPERATING RIGHT-OF-USE LEASE LIABILITY 6072992 FINANCING RIGHT-OF-USE LEASE LIABILITY 253071 UNEARNED INCOME 57695 8554511 X 25496187 1166672 1166672 24329515 644443 644443 24973958 23491158 1139632 1139632 22351526 0 22351526 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SHOULD PENALTIES AND INTEREST BE INCURRED, THE ORGANIZATION'S POLICY WOULD BE TO RECOGNIZE THEM AS OPERATING EXPENSES. TAX RELATED INTEREST OR PENALTIES FOR PERIODS PRESENTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN MINIMAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: HUD HOMES RENTAL INCOME DIRECT EXPENSE FOR COST OF GOOD SOLD DIRECT FUNDRAISING EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME PART XII, LINE 2D - OTHER ADJUSTMENTS: HUD HOME EXPENSES COST OF GOOD SOLD DIRECT FUNDRAISING EXPENSES ROUNDING SCHEDULE D, PART V, LINE 4 THE TERM ENDOWMENT FUND'S CURRENT INCOME IS TO BE USED FOR INDIVIDUALS TO ATTEND THE WINTER GLOW BALL, VACATIONS AND OTHER RECREATIONAL ACTIVITIES. THE TERM ENDOWMENT FUND'S INITIAL DONATION AFTER THE PERIOD OF 10 YEARS IS TO BE USED TO PROVIDE FOR THE CARE AND ADVANCEMENT OF THE INDIVIDUALS WE SERVE. THE PURPOSE OF THE PERMANENT ENDOWMENT FUND IS TO CONTINUE THE PURPOSE OF THE ORGANIZATION. THE BOARD DESIGNATED ENDOWMENT FUND IS TO BE USED FOR THE FUTURE CAPITAL NEEDS OF THE ORGANIZATION. WINTER GLOW BALL 169539 169539 67690 GOLF CLASSIC 49296 49296 19869 2 82295 82295 301130 301130 87559 87559 213571 NJ 1 0 1 0 1.00000 THERESA VALENTINO 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 0 HALEY REIDEL APPLY FOR LICENSE, ORDER/MAIL TICKETS & REPORTING X 0 X X X 0 0 0 0 0 0 0 0 0 ROBERT ANGEL EXECUTIVE DIRECTOR 202740 0 0 0 0 0 0 0 0 0 202740 0 0 0 PHILIP ORLANDO CHIEF FINANCIAL OFFICER 164846 0 0 0 0 0 0 0 0 0 164846 0 0 0 MARY DESANE ADVANCED PRACTICE NURSE 154955 0 0 0 0 0 0 0 0 0 154955 0 0 0 LEWIS PASKIN DIRECTOR OF INFORMATION TECHNOLOGY 152769 0 0 0 0 0 0 0 0 0 152769 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S MANAGEMENT TO REVIEW. QUESTIONS/CHANGES WERE DISCUSSED WITH HOLMAN FRENIA ALLISON PC, AND A REVISED DRAFT FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS, WHICH WAS APPROVED PRIOR TO BEIING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EXECUTIVE STAFF ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. OTHER EMPLOYEES ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT. IF A POTENTIAL CONFLICT IS REPORTED BY ANYONE ON THE BOARD OR THE EXECUTIVE DIRECTOR, THE BOARD OF DIRECTORS DETERMINES WHETHER A CONFLICT EXISTS AND ACTION REQUIRED. IF A POTENTIAL CONFLICT IS REPORTED BY STAFF (OTHER THAN THE EXECUTIVE DIRECTOR), THE EXECUTIVE DIRECTOR DETERMINES WHETHER A CONFLICT EXISTS AND ACTION IS REQUIRED. THE ARC'S POLICY REQUIRES THAT A POTENTIAL CONFLICT OF INTEREST BE REPORTED AT ANY TIME THAT IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS SALARY AND BENEFITS SURVEYS FROM COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION FOR SENIOR MANAGEMENT POSITIONS. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM, INCLUDING THE EXECUTIVE DIRECTOR. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT. 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNCONDITIONAL PROMISES TO GIVE ADJUSTMENT FROM PRIOR YEAR -1,387,812. ROUNDING 2. ARC MU #7 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 222545563 RESIDENTIAL NJ 501(C)(3) LINE 7 ARC OF MON 1 ARC MU #8 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 222545613 RESIDENTIAL NJ 501(C)(3) LINE 7 ARC OF MON 1 ARC MU #10 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 223271049 RESIDENTIAL NJ 501(C)(3) LINE 7 ARC OF MON 1 ARC MU #11 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 223572359 RESIDENTIAL NJ 501(C)(3) LINE 7 ARC OF MON 1 ARC OF MONMOUTH MEADOWBROOK II INC 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 453024094 RESIDENTIAL NJ 501(C)(3) LINE 7 ARC OF MON 1 ARC OF MONMOUTH WAYSIDE APARTMENTS 1158 WAYSIDE ROAD TINTON FALLS NJ 07712 800837170 RESIDENT RENTAL NJ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 NONE