2024-03-06T18:38:11-06:00 2023-06-30 260794367 UHY ADVISORS MID-ATLANTIC INC 7900 WESTPARK DR SUITE T420 MCLEAN VA 22102 990 2022-07-01 540675506 THE ARC OF NORTHERN VIRGINIA ARCO 7032081119 3060 WILLIAMS DRIVE SUITE 300 FAIRFAX VA 22031 MELISSA HEIFETZ EXECUTIVE DIRECTOR 7035777125 2024-02-29 1 MELISSA HEIFETZ XXX-XX-XXXX 1 JEFFREY P HAYDEN P00057870 7038932660 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MELISSA HEIFETZ 3060 WILLIAMS DRIVE SUITE 300 FAIRFAX VA 22031 2873487 0 X WWW.THEARCOFNOVA.ORG X 1962 VA TO HELP PEOPLE WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES TO HAVE A LIFE LIKE YOURS 17 17 36 74 0 0 1085561 1457984 1218057 1307352 -1264 1180 -5365 -36738 2296989 2729778 38177 31916 0 0 1694599 2050912 0 0 231620 398376 512848 2131152 2595676 165837 134102 2900577 2239172 193056 218427 2707521 2020745 X THE ARC OF NORTHERN VIRGINIA PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND ACTIVELY SUPPORTS THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY THROUGHOUT THEIR LIFETIMES. 0 0 774161 31916 ADVOCACY AND INFORMATION AND REFERRAL: THE ARC PROVIDES ADVOCACY AND INFORMATION AND REFERRAL SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. THE ARC ADVOCATES AT THE STATE AND LOCAL LEVELS TO ENSURE QUALITY COMMUNITY-BASED SERVICES, INCLUDING HOUSING AND EMPLOYMENT PROGRAMS, AND EXPAND LAWS AND POLICIES THAT PROTECT CIVIL RIGHTS. THE ARC ALSO PROVIDES INFORMATION AND REFERRAL SERVICES FOR FAMILIES BY PHONE, E-MAIL, WEB-SITE, AND IN PERSON. IN ADDITION, THE ARC HELPS YOUTH AND FAMILIES WITH THE TRANSITION FROM SCHOOL TO ADULT LIFE IN THE COMMUNITY BY OFFERING ACCESS TO PROFESSIONALS AT WORKSHOPS, SEMINARS, AND WEBINARS, INCLUDING THE TRANSITION SERIES ON A WIDE VARIETY OF TOPICS. THE ARC ALSO TRAINS SELF-ADVOCATES ....SEE SCHEDULE O FOR CONTINUATIONCONTINUED FROM PAGE 2.... IN ADVOCACY AND PUBLIC SPEAKING SKILLS THROUGH A LIFE LIKE YOURS TOASTMASTERS AND PEOPLE FIRST PROGRAMS. THE ARC'S RESOURCE PROGRAM, TRANSITION POINTS (PROVIDING OPPORTUNITIES, INFORMATION, NETWORKING, AND TRANSITION SUPPORT), IS A COMPREHENSIVE PROGRAM TO HELP FAMILIES WITH REALISTIC, ACTIONABLE INFORMATION WITH WHICH THEY CAN MAKE A WIDE RANGE OF DECISIONS OVER THE LIFE SPAN OF THEIR LOVED ONE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. TRANSITION POINTS FOCUSES ON THE FOLLOWING KEY DECISION POINTS: RECEIVING A DIAGNOSIS AND HAVING A CHILD ENTER AN EARLY INTERVENTION PROGRAM, STARTING SCHOOL AND NAVIGATING SPECIAL EDUCATION AND RELATED SERVICES, TRANSITIONING OUT OF THE SCHOOL SYSTEM, FINDING A PLACE TO LIVE OUTSIDE THE CAREGIVER'S HOME, ENTERING THE WORLD OF WORK AND EMPLOYMENT, AND AGING WITH A DISABILITY AND AGING OF THE CAREGIVER. THE ARC ALSO PROVIDES PERSONALIZED ONLINE CURRICULUMS AND TECHNOLOGY TO ENABLE INDEPENDENT LIVING, WHICH PROVIDES SUPPORT TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO MAXIMIZE THEIR INDEPENDENCE. THE ARC'S CURRICULUMS CAN BE USED AS VIRTUAL TRAVEL TRAINERS, LIFE SKILL TEACHERS, AND VIRTUAL JOB COACHES TO HELP INDIVIDUALS LIVE, TRAVEL, AND WORK MORE INDEPENDENTLY. THE ARC'S CURRICULUMS ALSO EXPAND SUPPORTS FOR DISABILITY SERVICE PROVIDER PARTNER ORGANIZATIONS THROUGH THE USE OF INNOVATIVE TECHNOLOGY. 761930 689100 GUARDIANSHIP AND CASE MANAGEMENT/SUPPORT COORDINATION: THE ARC PROVIDES CASE MANAGEMENT AND SUPPORT COORDINATION SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES IN THE NORTHERN VIRGINIA AREA. THE ARC CONTRACTS WITH THE FOLLOWING COMMUNITY SERVICE BOARDS: FAIRFAX-FALLS CHURCH, ALEXANDRIA, ARLINGTON, LOUDOUN, PRINCE WILLIAM, AND RAPPAHANNOCK-RAPIDAN. THE ARC COORDINATES SERVICES IN THE COMMUNITY THROUGH THE VIRGINIA MEDICAID DEVELOPMENTAL DISABILITIES WAIVER PROGRAM. THE ARC ALSO EDUCATES FAMILIES ON HOW TO BE SUCCESSFUL WHILE NAVIGATING COMPLICATED SYSTEMS OF CARE. IN ADDITION, THE ARC PROVIDES DECISION MAKING SERVICES AND CARE OVERSIGHT FOR THOSE IN NEED THROUGH THE VIRGINIA GUARDIANSHIP OF LAST RESORT PROGRAM ....SEE SCHEDULE O FOR CONTINUATIONCONTINUED FROM PAGE 2.... THROUGH A CONTRACT WITH THE VIRGINIA DEPARTMENT OF AGING AND REHABILITATION SERVICES. THE ARC ALSO SERVES AS REPRESENTATIVE PAYEE FOR GUARDIAN/CONSERVATOR CLIENTS WHO REQUIRE ASSISTANCE MANAGING THEIR FINANCES AND PAYING THEIR BILLS. 441751 618252 PERSONAL SUPPORT TRUSTS: THE ARC PROVIDES FINANCIAL SUPPORT AND PLANNING OPTIONS FOR INDIVIDUALS AND FAMILIES TO ENSURE THE NEEDS OF INDIVIDUALS WITH DISABILITIES ARE ADEQUATELY MET. THE ARC HELPS FAMILIES PLAN FOR A SECURE FINANCIAL FUTURE WITH THE SPECIAL NEEDS TRUST PROGRAM AND PROVIDES PROFESSIONAL MANAGEMENT AND SUPPORT SERVICES. 0 1977842 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 0 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 1 0 0 0 1 11 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X THE ORGANIZATION 7032081119 3060 WILLIAMS DRIVE SUITE 300 FAIRFAX VA 22031 EVELYN BURKE DIRECTOR 1.00 X 0 0 0 BRIAN CRESWICK SECRETARY 2.00 X X 0 0 0 HANNAH DANNENFELSER DIRECTOR 1.00 X 0 0 0 CHRIS FERENSCHAK DIRECTOR (2022) 1.00 X 0 0 0 DONALDA JONES DIRECTOR 1.00 X 0 0 0 DOUGLAS M CHURCH JR DIRECTOR 2.00 3.00 X 0 0 0 ELIZABETH GRAY DIRECTOR 1.00 X 0 0 0 ELIZABETH JOHN PAST PRESIDENT 3.00 X X 0 0 0 KATIVA ANDREWS DIRECTOR (2022) 1.00 X 0 0 0 MARISA LAIOS DIRECTOR 1.00 X 0 0 0 MARK ALBERT PRESIDENT 4.00 X X 0 0 0 MATT LELAND DIRECTOR 1.00 X 0 0 0 MICHAEL THOMAS FIRST VICE PRESIDENT 2.00 X X 0 0 0 PETER DRESSEL TREASURER 2.00 X X 0 0 0 SHARON CUMMINGS DIRECTOR 1.00 X 0 0 0 SUNNY BLANCO SECOND VICE PRESIDENT 2.00 X X 0 0 0 TOBY LATHAM DIRECTOR 1.00 X 0 0 0 PATRICIA CONNALLY DIRECTOR 1.00 X 0 0 0 MARK FOWLER DIRECTOR (2023) 1.00 X 0 0 0 RIKKI EPSTEIN EXECUTIVE DIRECTOR (UNTIL 12/2022) 50.00 2.00 X 144750 0 1500 MELISSA HEIFETZ EXECUTIVE DIRECTOR (BEG 12/2022) 30.00 10.00 X 1564 0 0 146314 0 1500 1 0 0 0 0 31261 4953 305997 103842 513249 498682 21022 1457984 CLIENT REP AND OTHER F 900099 689100 689100 TRUST FEES 900099 612252 612252 FOUNDATION FEE 900099 6000 6000 1307352 880 880 1738 1438 300 300 300 88886 305997 142271 -53385 -53385 16647 16647 16647 2729778 1323999 0 -52205 31916 31916 227270 75403 120453 31414 1565201 1383409 38866 142926 28558 12068 7172 9318 97211 93433 1137 2641 132672 108193 11594 12885 3119 3119 122447 122447 64632 23971 40094 567 4481 3654 392 435 58484 34140 16184 8160 87850 71999 7507 8344 96490 78687 8432 9371 26094 21719 2072 2303 4240 4206 16 18 698 569 61 68 7858 7858 21408 17458 1871 2079 11231 9159 981 1091 3816 3816 2595676 1977842 386214 231620 19905 491541 508053 82097 140668 67016 58970 38704 48760 248990 97322 35496 151668 28811 30065 2137007 1300988 2900577 2239172 135564 159314 40875 19178 16617 39935 193056 218427 X 393518 531645 2314003 1489100 2707521 2020745 2900577 2239172 134102 131244 -952122 0 X 0 1 X 1 0 X 990572 421367 1063057 1085561 1457984 5018541 990572 421367 1063057 1085561 1457984 5018541 74574 4943967 11132 10992 945 500 880 24449 -14240 6813 -6448 -5365 -53385 -72625 220 1500 1720 4972085 5109181 0.99430 0.97720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 1 16 0 1 3593 0 0 3609 0 0 1 X 2237080 190730 133728 31916 1176260 1353362 2966474 212663 -664754 38178 239125 2237080 2207133 273400 875212 82818 306453 2966474 2295021 33630 43487 34317 130688 2207133 2371800 51235 42929 40739 130204 2295021 0.02000 0.98000 1 0 108909 68718 40191 140081 28604 111477 151668 BENEFICIAL INTEREST IN TRUSTS 1255341 OPERATING RIGHT-OF-USE ASSET 25018 FINANCING RIGHT-OF-USE ASSET 20629 1300988 SECURITY DEPOSIT HELD 800 LEASE LIABILITY - FINANCING 20920 LEASE LIABILITY - OPERATING 18215 39935 X 2872500 131244 11478 142722 2729778 0 2729778 2607154 11478 11478 2595676 0 2595676 PART IV, LINE 2B: THE ARC MAINTAINS DEPOSITS ON BEHALF OF INDIVIDUALS IN ITS GUARDIANSHIP AND CASE MANAGEMENT PROGRAM. AMOUNTS ARE DISBURSED FROM THE DEPOSITS IN ACCORDANCE WITH INDIVIDUAL AGREEMENTS WITH THE PARTICIPANTS. THE ARC RECORDS A LIABILITY FOR THE BALANCE OF THE DEPOSITS. THE DEPOSITS OF $9,633 ARE INCLUDED IN SAVINGS AND TEMPORARY CASH INVESTMENTS. PART V, LINE 4: THE ARC RECEIVED AN ENDOWMENT FROM RANDALL R. BURMESTER THAT IS CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS. THESE FUNDS ARE MAINTAINED IN A SEPARATE INVESTMENT ACCOUNT. THE GRANTOR HAS RESRICTED THE USE OF THE ENDOWMENT SUBJECT TO FOLLOWING TERMS: -FIVE PERCENT OF THE FAIR MARKET VALUE ON FEBRUARY 25 EACH YEAR MAY BE WITHDRAWN ON THAT DATE -ANY WITHDRAWALS FROM THE ENDOWMENT MUST BE USED IN A MANNER THAT CAUSES, REWARDS, OR ENCOURAGES THE PROFESSIONAL DEVELOPMENT OF THE STAFF. -THE EXECUTIVE DIRECTOR OF THE ARC HAS FULL DISCRETION IN APPLYING THE DISRIBUTION AMOUNTS WITHIN THE TERMS OF THE ENDOWMENT. THE ARC ALSO RECEIVES OTHER TERM ENDOWMENTS EACH YEAR THAT ARE EXPENDED BASED ON THE DONOR IMPOSED RESTRICTIONS. PART X, LINE 2: THE ARC IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS THE ARC HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. THE ARC RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. THE ARC RECORDED NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS FOR ANY OPEN TAX YEARS. CORPORATE TEAM CHALLENGE 75198 68718 6480 1045 6703 1005 9105 1142 GALA 262918 189492 73426 1776 79033 13945 13738 2 56767 47787 8980 13615 861 303 394883 305997 88886 1045 8479 93653 23911 15183 142271 -53385 1 GRANTS TO SUPPORT INITIATIVES TO ENABLE PEOPLE WITH DISABILITIES TO LIVE MORE INDEPENDENT LIVES 200 3000 4034 ACTUAL COST PAYMENTS FOR SMARTTRIP METRO CARDS AND TABLETS, CASES, AND SCREEN PROTECTORS FOR RECIPIENTS LEAP PROVIDES GOODS AND SERVICES THAT ARE DIRECTLY LINKED TO YOUTH TRANSITION PLANNING AND IMPLEMENTATION THAT ARE USUALLY NOT AVAILABLE FROM PUBLIC SERVICE AND GOVERNMENT AGENCIES. 9 3979 4680 ACTUAL COST EDUCATIONAL RESOURCES AND TECHNOLOGY FACILITATE EMPLOYMENT STABILITY, AND COMMUNITY CONNECTEDNESS FOR PEOPLE WITH DISABILITIES 679 16223 ACTUAL COST ACCESS TO TECHNOLOGY SOFTWARE PART I, LINE 2: INDIVIDUAL GRANT RECIPIENTS APPLY FOR GRANTS OR ARE IDENTIFIED AS POTENTIAL AWARDEES BY CASE WORKERS. USE OF GRANT FUNDS ARE DETERMINED IN THE AWARD PROCESS. FOLLOW UP WITH THE AWARDEES IS DONE TO PROMOTE SUCCESS OF THE GRANTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT ARE ALSO MEMBERS OF THE ARC OF VIRGINIA AND THE ARC OF THE UNITED STATES. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE ELECTED BY THE GENERAL MEMBERSHIP AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS RECEIVED AND REVIEWED THE FORM 990 AND THE EXECUTIVE COMMITTEE APPROVED IT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS COMMUNICATED TO ALL EMPLOYEES. CONFLICTS ARE ADDRESSED TO THE EXECUTIVE DIRECTOR WHO DISCUSSES THEM WITH THE BOARD PRESIDENT AS NEEDED. ANNUALLY DURING THE BOARD ORIENTATION MEETING, THE CONFLICT OF INTEREST POLICY IS DISCUSSED WITH ALL BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO COMMUNICATE ALL CONFLICTS OF INTEREST ANNUALLY TO THE EXECUTIVE DIRECTOR WHO DISCUSSES THEM WITH THE BOARD PRESIDENT AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET PROCESS. THE BOARD OF DIRECTORS REVIEWS EXECUTIVE COMPENSATION FROM OTHER NOT-FOR-PROFIT ORGANIZATIONS THAT ARE SIMILAR IN SIZE AND MISSION TO THE ARC OF NORTHERN VIRGINIA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FOUNDATION OF THE ARC OF NORTHERN VIRGINIA 3060 WILLIAMS DRIVE SUITE 300 FAIRFAX VA 22031 541547443 TO SUPPORT THE ARC OF NORTHERN VIRGINIA VA 501(C)(3) LINE 11A 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 FOUNDATION OF THE ARC OF NORTHERN VIRGINIA L 618252 FMV FOUNDATION OF THE ARC OF NORTHERN VIRGINIA C 103842 FMV FOUNDATION OF THE ARC OF NORTHERN VIRGINIA R 114356 FMV