2024-04-02T10:20:33-05:00 2023-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-07-01 160965912 FINGER LAKES UNITED CEREBRAL PALSY FING 3157896828 731 PRE-EMPTION ROAD GENEVA NY 14456 DARRELL WHITBECK PRESIDENT 3157896828 2024-04-01 1 DARRELL WHITBECK XXX-XX-XXXX 1 MELISSA SLATER P01275195 5853811000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HAPPINESS HOUSE DARRELL WHITBECK 731 PRE-EMPTION ROAD GENEVA NY 14456 13101755 0 X HAPPINESSHOUSE.ORG X 1969 NY HAPPINESS HOUSE IS AN EDUCATIONAL, HEALTH AND HUMAN SERVICE ORGANIZATION THAT EXCELS IN PROVIDING THE HIGHEST QUALITY INTEGRATED PROGRAMS AND SERVICES TO CHILDREN AND ADULTS WITH AND WITHOUT DISABILITIES, TO THEIR FAMILIES AND TO THE FINGER LAKES COMMUNITY. OUR BELIEF IN THE PRINCIPLES OF EQUAL OPPORTUNITY, INDEPENDENCE AND REALIZATION OF INDIVIDUAL POTENTIAL IS THE CORNERSTONE OF WHO WE ARE AND WHAT WE DO. WE BELIEVE "WHAT HAPPENS HERE CHANGES LIVES FOREVER". 20 19 370 23 0 0 3163788 1606318 10618137 10977045 13748 33394 -4476 484998 13791197 13101755 0 0 0 0 10123581 10737937 0 0 0 1852502 2131223 11976083 12869160 1815114 232595 7783657 11122059 2145886 5144572 5637771 5977487 X HAPPINESS HOUSE IS AN EDUCATIONAL, HEALTH AND HUMAN SERVICE ORGANIZATION THAT EXCELS IN PROVIDING THE HIGHEST QUALITY INTEGRATED PROGRAMS AND SERVICES TO CHILDREN AND ADULTS WITH AND WITHOUT DISABILITIES, TO THEIR FAMILIES AND TO THE FINGER LAKES COMMUNITY. OUR BELIEF IN THE PRINCIPLES OF EQUAL OPPORTUNITY, INDEPENDENCE AND REALIZATION OF INDIVIDUAL POTENTIAL IS THE CORNERSTONE OF WHO WE ARE AND WHAT WE DO. WE BELIEVE "WHAT HAPPENS HERE CHANGES LIVES FOREVER". 0 0 3876326 3838272 NEW FRIENDS - THIS IS AN INNOVATIVE PRESCHOOL FOR CHILDREN WITH AND WITHOUT DISABILITIES, WHICH INTEGRATES CHILDREN IN CLASSROOMS BASED ON EDUCATIONAL CRITERIA. PERSONS SERVED 77. 1676642 2029437 SPECIAL CLASSES - THIS PROGRAM INCLUDES SPECIAL EDUCATION THERAPY. PERSONS SERVED 53. 1641584 1365770 OPWDD- THIS PROGRAM PROVIDES SERVICES TO PERSONS WITH DEVELOPMENTAL DISABILITIES. PERSONS SERVED 170. 4375174 4228564 EARLY INTERVENTION: EXPENSES: $ 55,254 INCLUDING GRANTS OF $ REVENUE: $38,222RELATED SERVICESEXPENSES: $ 158,427 INCLUDING GRANTS OF $0 REVENUE: $184,822DIAGNOSTIC TREATMENT CENTEREXPENSES: $777,258 INCLUDING GRANTS OF $0 REVENUE: $701,4511:1 AIDEEXPENSES: $ 930,571 INCLUDING GRANTS OF $0 REVENUE: $888,435HEAD STARTEXPENSES: $ 1,365 INCLUDING GRANTS OF $0 REVENUE: $0EVALUATIONSEXPENSES: $ 209,159 INCLUDING GRANTS OF $0 REVENUE: $149,990TITLE IEXPENSES: $ 310,054 INCLUDING GRANTS OF $0 REVENUE: $0SERVICE COORDINATIONEXPENSES: $ 174,197 INCLUDING GRANTS OF $0 REVENUE: $157,669ESSHIEXPENSES: $ 90,132 INCLUDING GRANTS OF $0 REVENUE: $0SHARED JOURNEYEXPENSES: $ 1,489 INCLUDING GRANTS OF $0 REVENUE: $0TBIEXPENSES: $742,334 INCLUDING GRANTS OF $0 REVENUE: $805,777IRAEXPENSES: $ 849,636 INCLUDING GRANTS OF $0 REVENUE: $957,529TRANSITIONAL HOMEEXPENSES: $ 75,298 INCLUDING GRANTS OF $0 REVENUE: $59,567 4375174 4228564 11569726 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 73 0 1 370 1 0 0 0 0 0 0 0 0 0 0 X 20 19 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 ROAD GENEVA NY 14456 MARY WALSH BOATFIELD CHIEF EXECUTIVE OFFICER 34.00 4.00 X 290405 0 55009 DARRELL WHITBECK CHIEF OPERATIONS OFFICER 38.00 X 132913 0 29629 PATRICIA CUNNINGHAM CHIEF FINANCIAL OFFICER 38.00 X 105288 0 27277 RENE SANDRONI CHIEF FINANCIAL OFFICER 38.00 X 60252 0 5741 ANN E KURZ CHAIR 1.00 X X 0 0 0 CHERYL SCHAEFER-COPPOLA VICE PRESIDENT OF FOUNDATION AND DEVELOPMENT 38.00 1.00 X 103422 0 8233 ANNE BATTAGLIA VICE PRESIDENT OF HUMAN RESOURCES 38.00 X 112777 0 14105 JACQUELINE HAWKS-LYTTLE VICE PRESIDENT OF STRATEGIC INITIATIVES 38.00 X 122200 0 0 JOYCE W WEIR PHD FIRST VICE CHAIR 1.00 1.00 X X 0 0 0 TIMOTHY P VAUGHAN SECOND VICE CHAIR 1.00 X X 0 0 0 SEAN R OSSONT SECRETARY 1.00 X X 0 0 0 EILEEN GAGE ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 JAMES KING TREASURER 1.00 X X 0 0 0 ROY M BEECHER ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 ERIC FOULKE DIRECTOR 1.00 X 0 0 0 ROBERT C MADDAMMA DIRECTOR 1.00 X 0 0 0 KEVIN OVERTON DIRECTOR 1.00 X 0 0 0 CHARLES T GRAHAM DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL A COPPOLA DIRECTOR 1.00 1.00 X 0 0 0 DAVID G CASE DIRECTOR 1.00 X 0 0 0 ANDREA BONAFIGLIA DIRECTOR 1.00 X 0 0 0 MARY HERLIHY GEARAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER A HARRIS DIRECTOR 1.00 X X 0 0 0 RACHEL W KIELON DIRECTOR 1.00 X 0 0 0 JEFFREY W BAKER DIRECTOR 1.00 1.00 X X 0 0 0 BRIAN P MEATH DIRECTOR 1.00 1.00 X X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 X 0 0 0 927257 0 139994 6 0 1 0 0 8080 67658 1499543 31037 1606318 NYS ED DEPT- TUITION 624100 6587943 6587943 MEDICAID 624100 3740595 3740595 CLIENT FEES 624100 370252 370252 FEES FOR SERVICES 624100 241314 241314 CACFP FOOD REIMBURSEMENT 624100 15300 15300 21641 21641 10977045 33394 33394 PRIOR YEAR REVENUE 900099 478853 478853 MISCELLANEOUS INCOME 900099 6145 6145 484998 13101755 11462043 0 33394 736540 304297 432243 8348624 7312590 1036034 212541 212541 766381 657811 108570 673851 567470 106381 10201 10201 37841 37841 778210 618337 159873 721461 683581 37880 65614 55666 9948 24103 12166 11937 59708 39798 19910 256086 241829 14257 53725 31418 22307 PASS - THROUGH ASSISTAN 512605 512605 SUPPLIES 271447 240492 30955 EQUIPMENT PURCHASES 75998 55893 20105 DUES AND PERMITS 26727 26727 -762503 23232 -785735 12869160 11569726 1299434 0 191810 220507 59179 59268 2567038 2606554 86649 97441 7987260 5494814 2651907 2492446 1698455 1498490 528619 4147353 7783657 11122059 835797 812762 373014 98411 391695 327905 545380 3905494 2145886 5144572 X 5151523 5495454 486248 482033 5637771 5977487 7783657 11122059 X 232595 110740 -3619 X X 0 1 X 1 0 X 1007832 718838 1066525 1549017 1606318 5948530 1007832 718838 1066525 1549017 1606318 5948530 5948530 88 185860 388 13748 33394 233478 6182008 49402715 0.96220 0.96440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 292345 292345 292345 292345 292345 292345 288345 4000 292345 288345 288345 0 1 1 243962 243962 7295437 5193780 2101657 26254 26254 372070 301034 71036 49537 49537 2492446 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 312785 DUE FROM AFFILIATE 138662 OPERATING LEASE RIGHT-OF-USE ASSETS 3659569 FINANCING LEASE RIGHT-OF-USE ASSETS 36337 4147353 DEFERRED COMPENSATION 37232 DEFERRED PAYROLL TAXES 902 CURRENT PORTION OF OPERATING LEASES LIABILITIES 55441 CURRENT PORTION OF FINANCING LEASES LIABILITIES 9367 OPERATING LEASES LIABILITIES, NET OF CURRENT PORTION 3625582 FINANCING LEASES LIABILITIES, NET OF CURRENT PORTION 26970 LINE-OF-CREDIT 150000 3905494 14008308 110740 795813 906553 13101755 0 13101755 13668592 799432 799432 12869160 0 12869160 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS INCLUDE RESOURCES THAT HAVE BEEN DONATED TO THE FOUNDATION SUBJECT TO THE RESTRICTIONS AS DEFINED BY THE DONOR THAT REQUIRE THAT THE NET ASSETS BE MAINTAINED IN PERPETUITY FOR THE BENEFIT OF FINGER LAKES UNITED CEREBRAL PALSY. INCOME FROM THESE FUNDS IS USED IN ACCORDANCE WITH THE DONORS WISHES. INCOME FROM THESE ASSETS IS RESTRICTED FOR THE FOLLOWING PURPOSES: ENDOWMENT-FOUNDER'S CAMPAIGN 260,230 SPRULL LIBRARY 10,000 AMIDON AWARD 5,000 VARIOUS OTHER ENDOWMENTS 17,115 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST OF NET ASSETS OF FOUNDATION -3,619. REIMBURSEMENT FOR MANAGEMENT SERVICES 799,432. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT FOR MANAGEMENT SERVICES 799,432. X X X X 0 0 0 0 0 0 0 0 0 MARY WALSH BOATFIELD CHIEF EXECUTIVE OFFICER 290405 0 0 0 0 0 41883 0 13126 0 345414 0 0 0 DARRELL WHITBECK CHIEF OPERATIONS OFFICER 132913 0 0 0 0 0 23629 0 6000 0 162542 0 0 0 CHERYL SCHAEFER-COPPOLA VP OF FOUNDATION & DEVELOPMENT IS SPOUSE OF BOARD MEMBER, MICHAEL COPPOLA. 106841 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 FORM 990 IS ALSO AVAILABLE FOR REVIEW BY EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE STATEMENTS ARE UPDATED ANNUALLY. THE CEO REVIEWS THE STATEMENTS. THROUGHOUT THE YEAR THE CEO WILL BRING ANY POTENTIAL CONFLICTS TO THE EXECUTIVE COMMITTEE FOR REVIEW AND RESOLUTION ACCORDING WITH THE WRITTEN POLICY AND PROCEDURE. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO- THE BOARD CHAIRPERSON CONDUCTS THE INDIVIDUAL ANNUAL REVIEW, UTILIZING COMPARABLE EXTERNAL MARKET RATE STUDIES SUPPLIED BY THE DIRECTOR OF HUMAN RESOURCES. THE BOARD CHAIRPERSON DISCUSSES THE REVIEW OUTCOME WITH THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE TO ALLOW FOR INPUT AND DELIBERATION. THE COMMITTEE THEN MAKES A DECISION AND A WRITTEN AGREEMENT IS FORMALIZED AND SHARED WITH THE PRESIDENT/CEO. VICE PRESIDENTS- THE PRESIDENT/CEO REVIEWS COMPENSATION ON AN ANNUAL BASIS IN CONJUNCTION WITH THE ANNUAL BUDGET PROCESS. EXTERNAL MARKET RATE STUDIES ARE REVIEWED AT LEAST BI-ANNUALLY FOR ALL STAFF AS PART OF THE AGENCY'S CURRENT PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THESE ARE MADE AVAILABLE TO ANY REGULATORY AGENCIES AS REQUESTED. REQUESTS FROM THE PUBLIC ARE REVIEWED FOR APPROVAL BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND 990 TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION -3,619. FORM 990, PART XII, LINE 2C THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS. ABILITY PARTNERS FOUNDATION 731 PRE-EMPTION ROAD GENEVA NY 14456 264419177 RAISE AND GENERATE FUNDS TO SUPPORT SERVICES FOR THOSE WITH DISABILITIES NY 501(C)(3) LINE 12B, II N/A 0 HAPPINESS HOUSE APARTMENTS HOUSING DEVELOPMENT FUND CO INC 731 PRE-EMPTION ROAD GENEVA NY 14456 463741084 HOUSING FACILITIES NY 501(C)(3) LINE 7 FINGER LAKES UNITED CEREBRAL PALSY 1 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 ROCHESTER REHABILITATION CENTER INC 1000 ELMWOOD AVENUE ROCHESTER NY 14620 160743143 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 HAPPINESS HOUSE APARTMENTS II LLC 5415 N BLOOMFIELD ROAD CANANDAIGUA NY 14424 842712171 HOUSING FACILITIES NY C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0