irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $9.47MFISCAL INTERMEDIARY SERVICES - PROVIDES A MULTITUDE OF SUPPORTS, INCLUDING PROVIDING A COMPLIANT HIRING PROCESS WITH REQUISITE BACKGROUND CHECKS, REQUIRED TRAINING TO STAFF, PAYROLL AND BENEFITS (WHEN APPLICABLE) AND REIMBURSEMENTS BASED UPON THE INDIVIDUALIZED PLAN. THE FISCAL INTERMEDIARY ALSO COLLECTS AND REVIEWS ALL NECESSARY PAPERWORK AND DOCUMENTATION TO ENSURE COMPLIANCE WITH MEDICAID/OPWDD PAYMENTS
- #2 $3.64MDAY HABILITATION - PROVIDES HABILITATION SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS. SERVICES HELP INDIVIDUALS ACHIEVE SATISFYING AND REWARDING CONNECTIONS AND RELATIONSHIPS WITHIN THEIR COMMUNITY THROUGH VOLUNTEER OPPORTUNITIES. SERVICES ALSO ASSIST INDIVIDUALS TO DEVELOP SKILLS TO ALLOW THEM TO BE MORE INDEPENDENT IN THEIR LIFE
named programs · 6 · from sources
What they call their work
Day Services
Structured activities and supports in natural or agency settings to promote independence, inclusion, skill development, and self-esteem for individuals with developmental disabilities.
Employment Training Program (ETP)
Internship program providing paid work experience, job readiness classes, and coaching to lead to permanent community employment.
Pre-Employment Transition Services (Pre-ETS)
Supports students with disabilities ages 14–21 in career exploration, workplace readiness, and self-advocacy to prepare for life after high school.
Residential Services
Supports enabling individuals with developmental disabilities to live as independently as possible through community-based residential living experiences.
Self-Directed Services
Option allowing individuals and families to design and manage personalized services based on individual needs and goals.
Workforce Network
Facilitates competitive employment in integrated settings with job coaching, assistive technology, specialized training, and tailored support for individuals needing ongoing assistance.
activities · 6 groups
What they do
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Supported Employment for Developmental Disabilities 3 activities
- Employment of Individuals with Developmental Disabilities in Facility ServicesProvides janitorial and facility maintenance services through the employment of individuals with developmental disabilities, integrating work experience with skill development.
- Services for Individuals with Developmental Disabilities as Defined by OPWDDProvides services to individuals with developmental disabilities as defined by the Office for People With Developmental Disabilities (OPWDD), with onset before age 22, including those who meet ACCES-VR eligibility criteria for Supported Employment even without a qualifying developmental disability diagnosis.
- Supported Employment and Workforce DevelopmentFacilitates competitive, integrated employment for individuals with disabilities through job coaching, assistive technology, specialized training, and tailored support services; offers the Employment Training Program (paid internships), Pathway to Employment (career exploration and job readiness), and Pre-Employment Transition Services (Pre-ETS) for students aged 14–21 in coordination with schools and families.
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Residential Support for Developmental Disabilities 2 activities
- Regional and Chapter-Based Support ServicesProvides daily programs to over 600 individuals with developmental disabilities in Clinton County and supported 60,000 individuals across 52 chapters statewide in 2018, helping individuals achieve personal goals and full societal participation.
- Residential Services for Individuals with Developmental DisabilitiesOperates 19 residential homes across Clinton County serving 124 individuals with developmental disabilities, providing 24-hour supervision and residential habilitation services to improve personal care, household management, money management, and socialization skills.
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Healthcare Compliance and Ethics Programs 1 activity
- Corporate Compliance ProgramOperates a Corporate Compliance Program to prevent and detect fraud, promote ethical conduct, and ensure adherence to federal and state laws through audits, reporting mechanisms, and compliance monitoring.
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Day Habilitation Services 1 activity
- Day Habilitation and Community Integration ServicesProvides structured day services and day habilitation programs in natural or agency settings to support skill development, independence, community integration, and personal growth for individuals with developmental disabilities, including through volunteer opportunities and individualized Life Plans.
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Guardianship and Representative Payee Services 1 activity
- Fiscal Intermediary and Self-Directed Services SupportProvides fiscal intermediary services that support individuals in managing self-directed service plans, including compliant hiring processes, staff training, payroll and benefits administration, reimbursement management, and documentation review to ensure compliance with Medicaid/OPWDD payment and regulatory requirements.
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Financial Aid and Scholarship Access Programs 1 activity
- Scholarship and Community Engagement ProgramsOffers scholarship programs for full-time college students in human services or clinical studies and for high school students to encourage future involvement in services for individuals with intellectual and developmental disabilities.
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financials · form 990 · fy2024
revenue
Total revenue$40.84M
Contributions & grants$617K2%
Program service revenue$40.00M98%
Investment income$226K1%
Other revenue$0
expenses
Total expenses$40.95M
Program expenses92%
Admin / overhead8%
Fundraising0%
Salaries & benefits$32.47M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$20.55M
Cash$1.68M
Investments$4.50M
Liabilities$9.94M
Net assets$10.61M
Liquid reserves1.8 mo
5 years on record · 2020–2024 · YoY revenue +4.7%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 8
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ROBIN PIERCE | EXECUTIVE DIRECTOR | 40 | $231K |
| LAURA GARTSHORE | DIRECTOR OF HR | 40 | $199K |
| LORRAINE LOBDELL | ASSOCIATE EXECUTIVE DIRECT | 40 | $162K |
| JEREMY RESSING | CHEIF FINANCIAL OFFICER | 40 | $147K |
| MICHELLE TALLMAN | DIRECTOR OF QUALITY MGMT | 40 | $146K |
| SHERRI JERDO | RESIDENCE MANAGER | 40 | $143K |
| CASSIE KING | RESIDENCE MANAGER | 40 | $138K |
| DANIEL JOHNSON | DIRECTOR OF NURSING | 40 | $135K |
board members · 16
- CYNTHIA LACKI — SECOND VICE PRESIDENT
- DEBRA DONAHUE — BOARD MEMBER
- GILBERT DUKEN — BOARD MEMBER
- JAMES ASHE — BOARD MEMBER
- JANE THOMSON — BOARD MEMBER
- JERRY DUCATTE — BOARD MEMBER
- JILL ABDALLAH — SECRETARY
- JOANNA VALENTE ORR — BOARD MEMBER
- KAREN HULBERT — BOARD MEMBER
- KEVIN RYAN — BOARD MEMBER
- MARK FOURNIER — BOARD MEMBER
- MERRILEE HAMLIN — PRESIDENT
- RAY GUYDOSH — BOARD MEMBER
- RICHARD HIGGINS — FIRST VICE PRESIDENT
- ROBERT FRENYEA — TREASURER
- ROSEMARY LAMARCHE — BOARD MEMBER
relationships · 19
Who they work with
- ACCES-VR Government — Collaborates with ACCES-VR to determine eligibility for Supported Employment services and receives authorizations to provide services.
- ACCES-VR Government — Uses ACCES-VR eligibility to determine access to Supported Employment services for individuals not meeting developmental disability criteria.
- Advocacy and Resource Center Partner — Collaborates on advocacy and resource provision for individuals with intellectual and developmental disabilities.
- Advocacy and Resource Center (Clinton County Chapter of NYSARC, Inc.) Partner — Primary beneficiary of Foundation support; the Foundation raises funds to enhance programs and services for this organization.
- Commission for the Blind and Visually Handicapped (CBVH) Government — Works with CBVH to determine eligibility for Supported Employment services for individuals who are blind or visually handicapped.
- Council on Quality and Leadership Government — Organization is accredited by the Council on Quality and Leadership, as indicated by the CQL accreditation logo
- Medicaid Government — Receives payments and must comply with documentation and reimbursement rules under Medicaid
- OPWDD Government — Follows eligibility criteria defined by OPWDD for service access.
- OPWDD Government — Provides extended services through OPWDD for eligible individuals after stabilization, requiring Medicaid and Care Coordination eligibility.
- OPWDD Government — Receives payments and must comply with documentation and reimbursement rules under the Office for People With Developmental Disabilities (OPWDD)
- OPWDD Government — Uses OPWDD's definition of developmental disability to determine eligibility for services.
- OPWDD Government — Works with OPWDD to ensure compliance with Medicaid funding requirements for self-directed services.
- Source America Partner — Collaborates on workforce initiatives, supporting inclusive employment through programs like AbilityOne.
- Source America Partner — Collaborates to provide employment opportunities for individuals with disabilities through the AbilityOne program.
- The Arc Network — Clinton County Chapter is affiliated with The Arc, the national organization, through its membership in The Arc New York.
- The Arc New York Network — Clinton County Chapter is a member chapter of The Arc New York, formerly NYSARC, participating in its statewide advocacy and membership structure.
- The Arc New York Network — Clinton County Chapter of NYSARC, Inc. dba Advocacy and Resource Center is a chapter of The Arc New York
- The Arc New York Network — Clinton County Chapter of The Arc New York, part of a statewide network supporting over 60,000 people with disabilities.
- Valerie Bragg Partner — Director of Compliance responsible for addressing compliance-related questions and concerns
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Community Integration Through Natural Settings and Supportsmethodology: community-integration_modelBy delivering services in natural community environments and cultivating relationships with coworkers and supervisors, we produce greater social inclusion and job retention because real-world contexts and organic relationships reinforce skill application and belonging.
- Person-Centered Planning and Individualized Goal Settingmethodology: person-centered_planningBy centering services on the individual's personal goals, aspirations, and outcome measures, we produce more effective and dignified support because this approach fosters autonomy, engagement, and alignment with personal needs.
- Self-Directed Services and Co-Management Modelmethodology: self-directed_servicesBy enabling individuals and families to design, manage, and supervise their own support services, we produce greater autonomy and personalized outcomes because it empowers clients as decision-makers in their care.