2025-03-19T09:33:05-05:00 2024-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-07-01 066011136 THE ARC OF THE FARMINGTON VALLEY INC ARCO 8606936662 225 COMMERCE DRIVE CANTON CT 06019 STEPHEN E MORRIS EXECUTIVE DIRECTOR 8606936662 2025-03-17 1 1 PAUL BALLASY P00852868 9592007000 2025-03-10 2023 2025-03-06 01:10:19Z STEPHEN E MORRIS 225 COMMERCE DRIVE CANTON CT 06019 22143385 0 X WWW.FAVARH.ORG X 1958 CT TO HELP EACH PERSON ACHIEVE HIS OR HER PERSONAL BEST. OUR VISION IS OF A FUTURE WHERE EACH PERSON WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY IS LIVING IN THE COMMUNITY AND HAS THE SUPPORTS NEEDED TO BE A CONTRIBUTING CITIZEN, TO LIVE AS INDEPENDENTLY AS POSSIBLE, AND TO ENJOY A HEALTHY AND ACTIVE LIFESTYLE. WE VALUE SAFETY, WELLNESS, QUALITY, LEADERSHIP DEVELOPMENT AND FISCAL RESPONSIBILITY. 10 10 422 12 0 0 1697040 730665 18963346 20816583 40806 191291 84685 187246 20785877 21925785 0 0 0 0 14966905 15704313 0 0 172841 4759738 5285215 19726643 20989528 1059234 936257 17682821 19538143 4748341 5391770 12934480 14146373 X TO HELP EACH PERSON ACHIEVE HIS OR HER PERSONAL BEST. OUR VISION IS OF A FUTURE WHERE EACH PERSON WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY IS LIVING IN THE COMMUNITY AND HAS THE SUPPORTS NEEDED TO BE A CONTRIBUTING CITIZEN, TO LIVE AS INDEPENDENTLY AS POSSIBLE, AND TO ENJOY A HEALTHY AND ACTIVE LIFESTYLE. WE VALUE SAFETY, WELLNESS, QUALITY, LEADERSHIP DEVELOPMENT AND FISCAL RESPONSIBILITY. 0 0 9166514 9490442 RESIDENTIAL CARE OPTIONS INCLUDE FAMILY-ORIENTED GROUP HOMES AND SUPPORTED LIVING APARTMENTS. FAVARH SUPPORTS ABOUT 40 INDIVIDUALS IN FAMILY GROUP HOME SETTINGS. FAVARH SUPPORTS ABOUT 60 INDIVIDUALS IN SUPPORTED LIVING APARTMENTS. 8371870 8342274 DAY SERVICES PROVIDES A WIDE RANGES OF NON-EMPLOYMENT SUPPORT. PROGRAMS PROVIDE DAILY COMMUNITY AND VOLUNTEER ENGAGEMENT, CREATIVE ENRICHMENT AND RECREATION OPPORTUNITIES. THESE SERVICES INCLUDE TRANSITIONS PROGRAMS FOR INDIVIDUALS IN HIGH SCHOOL. THESE PROGRAMS WORKING IN CONJUNCTION WITH AREA SCHOOLS PROVIDE PROGRAMS TO ENSURE SMOOTH TRANSITION OUT OF HIGH SCHOOL. THESE PROGRAMS INCLUDE TUNXIS TRANSITIONAL PROGRAM, PROJECT SEARCH AND OTHER DAILY ACTIVITIES FACILITATING THE HIGH SCHOOL TRANSITION PROCESS. EMPLOYMENT SERVICES INCLUDE JOB TRAINING, PLACEMENT AND FOLLOW UP AND SUPPORT. INDIVIDUALS MAY WORK IN A COMMUNITY TEAM ENVIRONMENT OR INDIVIDUALLY MENTORED BY A JOB COACH. WE CURRENTLY HAVE TEAMS WORKING AT 10 -12 BUSINESS IN THE COMMUNITY. OTHERS WORK WITHIN THE AGENCY'S SMALL BUSINESS ENTERPRISE ON VOLUME MAIL, SHREDDING, AND THRIFT STORE/LAUNDRY PREPARATION. 1337507 3081728 OTHER PROGRAMS - FAVARH PROVIDES OTHER SERVICES NOT INCLUDING TRANSITION PROGRAMS, ABI, RECREATION, RESPITE AND THEATRE. 18875891 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 28 0 1 422 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CT X STEPHANIE HOOD 8606936662 225 COMMERCE DRIVE CANTON CT 06019 ASHLEY KALOSIEH SECRETARY 1.00 X X 0 0 0 AUGUSTO RUSSELL PRESIDENT 1.00 X X 0 0 0 BETH CARLSON DIRECTOR 1.00 X 0 0 0 CHRISTINE BLETHEN DIRECTOR 1.00 X 0 0 0 DR VALERIE WISEMAN VICE PRESIDENT 1.00 X X 0 0 0 FAY LENZ DIRECTOR 1.00 X 0 0 0 FRAN TRACESKI TREASURER 1.00 X X 0 0 0 NICK SINACORI DIRECTOR 1.00 X 0 0 0 RICK LENZ DIRECTOR 1.00 X 0 0 0 SUZANNE SINACORI DIRECTOR 1.00 X 0 0 0 STEPHANIE HOOD DIRECTOR OF FINANCE AND OP 40.00 X 134767 0 41894 STEPHEN E MORRIS EXECUTIVE DIRECTOR 40.00 X 196936 0 43868 331703 0 85762 2 0 1 0 THE RIDESHARE COMPANY PO BOX 7237 BLOOMFIELD CT 06002 TRANSPORTATION SERVICES 883966 OMEGA CONTRACTORS LLC 1190 WOODTICK ROAD WOLCOTT CT 06716 CONSTRUCTION SERVICES 169646 SOURCEPASS SSD LLC 1024 JUSTISON STREET WILMINGTON DE 19801 IT SUPPORT SERVICES 124605 3 94228 232330 404107 730665 DAY PROGRAMS 624310 8342274 8342274 CRS/IHS 623990 4808895 4808895 RESIDENTIAL PROGRAMS 623990 4681547 4681547 TUITION AND FEES 623990 1235333 1235333 OTHER PROGRAM 623990 811122 811122 937412 937412 20816583 191291 191291 102747 94228 99585 3162 3162 204238 118015 86223 86223 97861 97861 97861 21925785 20914444 0 280676 341552 311755 27443 2354 12190496 11193505 916809 80182 874434 768377 98319 7738 1297988 1140560 145942 11486 999843 878576 112419 8848 13032 13032 166087 166087 38353 38353 386015 305981 39261 40773 1088048 1088003 45 89560 84307 5253 715847 648674 67173 128131 102579 25552 PROGRAM SUPPLIES 964508 763794 180756 19958 CLIENT REMUNERATION 600798 600798 REPAIRS AND MAINTENANCE 581230 518354 61374 1502 FOOD AND PROGRAM SUPPLI 179467 179441 26 334139 252834 81305 20989528 18875891 1940796 172841 3497146 4441413 12210 9896 3000 0 682479 1512573 11600 16600 158526 228538 16029299 6614168 9834450 9415131 3286718 3765249 189299 141350 7393 7393 17682821 19538143 1971933 1899956 320385 1287170 2262982 2059552 193041 145092 4748341 5391770 X 7523321 8580378 5411159 5565995 12934480 14146373 17682821 19538143 936257 275636 0 X 0 1 X 1 0 X 1063955 2815237 588061 1697040 730665 6894958 13864577 13580564 15703989 19142234 21020821 83312185 14928532 16395801 16292050 20839274 21751486 90207143 0 0 0 90207143 80043 200442 115510 40806 191291 628092 80043 200442 115510 40806 191291 628092 2563 3162 5725 11319 21085 64 48776 97861 179105 15022457 16617328 16407624 20928856 22043800 91020065 0.99110 0.99180 0.00690 0.00590 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 11,319. 2020 AMOUNT: $ 21,085. 2021 AMOUNT: $ 64. 2022 AMOUNT: $ 48,776. 2023 AMOUNT: $ 97,861. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3285870 107485 370750 3764105 2009756 1078507 197607 3285870 2296608 16017 -302869 2009756 1862792 433816 2296608 1742536 79520 40736 1862792 0.19999 0.52910 0.27091 0 0 1065034 1065034 13291925 5206411 8085514 527208 437124 90084 1145132 970633 174499 9415131 OPERATING LEASE LIABILITY 145092 145092 X 22419021 275636 275636 22143385 -217600 -217600 21925785 21207128 217600 217600 20989528 0 20989528 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO ENHANCE AND SUPPORT THE ARC OF THE FARMINGTON VALLEY'S MISSION AND VISION. NO DISTRIBUTION OF INCOME SHALL OCCUR UNLESS THE FUND BALANCE EXCEEDS $500,000. THE SPENDING POLICY IS SET AT 2% LIMIT WHEN THE ENDOWMENT BALANCE IS BETWEEN $500,000 AND $1,000,000 AND THE POLICY IS SET AT 5% WHEN THE ENDOWMENT BALANCE IS OVER $1,000,000. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX 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'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -118,015. FUNDRAISING EXPENSE -99,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 118,015. FUNDRAISING EXPENSE 99,585. NOV FUNDRAISER 196975 94228 102747 18128 74044 7413 196975 94228 102747 18128 74044 7413 99585 3162 0 0 0 0 0 0 0 1 0 STEPHEN E MORRIS EXECUTIVE DIRECTOR 136689 0 32000 0 28247 0 43446 0 422 0 240804 0 0 0 STEPHANIE HOOD DIRECTOR OF FINANCE AND OP 106283 0 8892 0 19592 0 30563 0 11331 0 176661 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A PERFORMANCE BONUS WHICH WAS REPORTED IN THEIR 2023 W2. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS NICK AND SUZANNE SINACORI HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS FAY AND RICK LENZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THERE IS AN ANNUAL MEMBERS MEETING WHERE MEMBERS VOTE ON THE SLATE OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THERE IS AN ANNUAL MEMBERS MEETING WHERE MEMBERS VOTE ON THE SLATE OF NEW/RENEWED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AFTER IT IS COMPLETED BY THE AUDITORS AND THE FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND COPIES ARE GIVEN TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND THE BOARD OF DIRECTORS MEMBERS SIGN A DISCLOSURE FORM. FOR EMPLOYEES, IT IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH IS GIVEN TO EACH EMPLOYEE WHEN HIRED (THEY SIGN OFF THAT THEY HAVE RECEIVED THE HANDBOOK). WHEN THE HANDBOOK IS REVISED, ALL EMPLOYEES GET/WILL GET COPIES (AND SIGN OFF THAT THEY HAVE RECEIVED IT). FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND ANY REVISIONS ARE GIVEN TO THE BOARD OF DIRECTORS. THESE ARE COMMUNICATED TO THE HR DEPARTMENT FOR EXECUTION. THE BOARD OF DIRECTORS COMPARES THE COMPENSATION TO THE ANNUAL SALARY SURVEY CONDUCTED BY CT COMMUNITY NONPROFIT ALLIANCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE 990 PROCESS.