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Nonprofiteer
← FAMILY RESIDENCES AND ESSENTIAL ENTERPRISES INC

Form 990 for tax year 2022

Filed by FAMILY RESIDENCES AND ESSENTIAL ENTERPRISES INC.

Totals

Total revenue
$177,234,610
Total expenses
$164,975,679
Contributions and grants received
$40,186,824
Grants paid
$0
Program service revenue
$136,570,461
Investment income
$154,370
Other revenue
$322,955
Total assets, end of year
$100,514,623
Total liabilities, end of year
$68,410,912
Net assets or fund balances, end of year
$32,103,711
Program services expenses (Part IX)
$149,893,864
Management and general expenses
$15,081,815
Fundraising expenses
$0
Program service expenses (Part III)
$149,893,864

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $40,108,159

  • 1f · All other contributions, gifts and grants

    $78,665

  • 2a · Program service revenue: MEDICAID AND MANAGED CARE

    total $123,697,433 · related or exempt $123,697,433

  • 2b · Program service revenue: PARTICIPANT FEES AND SOCIAL SECUR

    total $8,779,678 · related or exempt $8,779,678

  • 2c · Program service revenue: SUPP. NUTRITION ASSIST. PGRM

    total $1,651,981 · related or exempt $1,651,981

  • 2d · Program service revenue: OPWDD FUNDED

    total $1,318,074 · related or exempt $1,318,074

  • 2e · Program service revenue: MEDICARE

    total $458,284 · related or exempt $458,284

  • 2f · All other program service revenue

    total $665,011 · related or exempt $665,011

  • 3 · Investment income

    total $439,900 · excluded $439,900

  • 6a · Gross rents

    real property $367,005

  • 6b · Less rental expenses

    real property $227,941

  • 6c · Rental income or loss

    real property $139,064

  • 6d · Net rental income or loss

    total $139,064 · excluded $139,064

  • 7a · Gross sales of assets other than inventory

    securities $2,700,000 · other assets $270,967

  • 7b · Less cost or other basis and sales expenses

    securities $3,014,900 · other assets $241,597

  • 7c · Gain or loss

    securities -$314,900 · other assets $29,370

  • 7d · Net gain or loss

    total -$285,530 · excluded -$285,530

  • 11a · Other revenue: DEFERRED COMP ANNUAL ADJ

    total $97,529 · excluded $97,529

  • 11b · Other revenue: REIMBURSEMENTS

    total $46,297 · excluded $46,297

  • 11c · Other revenue: MISCELLANEOUS REVENUE

    total $14,384 · excluded $14,384

  • 11d · All other revenue

    total $25,681 · excluded $25,681

  • 11e · Other revenue, total

    $183,891

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,255,848 · program services $362,444 · management and general $1,893,404

  • 6 · Compensation of disqualified persons

    total $45,365 · program services $45,365

  • 7 · Other salaries and wages

    total $95,826,338 · program services $90,027,130 · management and general $5,799,208

  • 8 · Pension plan contributions

    total $4,629,114 · program services $4,394,239 · management and general $234,875

  • 9 · Other employee benefits

    total $14,086,866 · program services $13,103,326 · management and general $983,540

  • 10 · Payroll taxes

    total $8,210,802 · program services $7,583,815 · management and general $626,987

  • 11b · Fees: legal

    total $331,486 · management and general $331,486

  • 11c · Fees: accounting

    total $134,575 · management and general $134,575

  • 11d · Fees: lobbying

    total $83,992 · management and general $83,992

  • 11g · Fees: other

    total $2,886,447 · program services $2,529,302 · management and general $357,145

  • 12 · Advertising and promotion

    total $63,809 · program services $6,047 · management and general $57,762

  • 13 · Office expenses

    total $1,769,581 · program services $1,334,786 · management and general $434,795

  • 14 · Information technology

    total $3,380,924 · program services $2,378,597 · management and general $1,002,327

  • 16 · Occupancy

    total $7,894,979 · program services $7,455,264 · management and general $439,715

  • 17 · Travel

    total $3,282,236 · program services $3,237,081 · management and general $45,155

  • 19 · Conferences, conventions and meetings

    total $52,647 · program services $4,989 · management and general $47,658

  • 20 · Interest

    total $1,450,204 · program services $1,142,282 · management and general $307,922

  • 22 · Depreciation, depletion and amortization

    total $4,456,619 · program services $3,531,397 · management and general $925,222

  • 23 · Insurance

    total $2,379,139 · program services $1,942,956 · management and general $436,183

  • 24a · Other expenses: REPAIR AND MAINTENANCE

    total $4,957,643 · program services $4,480,018 · management and general $477,625

  • 24b · Other expenses: FOOD AND HOUSEHOLD SUPP

    total $2,398,920 · program services $2,349,577 · management and general $49,343

  • 24c · Other expenses: EXPENSED FURNITURE AND

    total $1,224,444 · program services $1,174,155 · management and general $50,289

  • 24d · Other expenses: PROGRAM SUPPLIES

    total $1,149,914 · program services $1,124,638 · management and general $25,276

  • 24e · All other expenses

    total $2,023,787 · program services $1,686,456 · management and general $337,331

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $234,047

  • 2 · Savings and temporary cash investments

    beginning of year $7,942,888 · end of year $18,641,311

  • 4 · Accounts receivable

    beginning of year $13,574,156 · end of year $19,125,649

  • 8 · Inventories for sale or use

    beginning of year $173,913 · end of year $255,871

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,410,927 · end of year $1,966,767

  • 10a · Land, buildings and equipment: cost or other basis

    $96,413,108

  • 10b · Land, buildings and equipment: accumulated depreciation

    $51,192,246

  • 10c · Land, buildings and equipment, net

    beginning of year $41,512,566 · end of year $45,220,862

  • 11 · Investments: publicly traded securities

    beginning of year $11,969,722 · end of year $10,980,420

  • 12 · Investments: other securities

    beginning of year $5,353,627 · end of year $0

  • 15 · Other assets

    beginning of year $12,557,429 · end of year $4,089,696

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,221,997 · end of year $17,090,551

  • 19 · Deferred revenue

    beginning of year $559,234 · end of year $2,308,209

  • 20 · Tax-exempt bond liabilities

    beginning of year $21,243,221 · end of year $11,531,189

  • 23 · Secured mortgages and notes payable

    beginning of year $18,002,970 · end of year $14,742,124

  • 25 · Other liabilities

    beginning of year $24,645,198 · end of year $22,738,839

  • 27 · Net assets without donor restrictions

    beginning of year $17,822,608 · end of year $32,088,711

  • 28 · Net assets with donor restrictions

    end of year $15,000

Mission and programs · 2022

Mission

OUR MISSION IS TO HELP INDIVIDUALS OF ALL ABILITIES TO REALIZE THEIR FULL POTENTIAL AND PREVAIL OVER LIFE'S CHALLENGES. FAMILY RESIDENCES & ESSENTIAL ENTERPRISES' (FREE) BROAD SPECTRUM OF SERVICES ENCOURAGES INDIVIDUALS TO SHARE THEIR GIFTS AND TALENTS AS CONTRIBUTING MEMBERS OF THE COMMUNITY.

Activities or mission (Part I)

TO HELP ALL ABLED INDIVIDUALS REALIZE THEIR FULL POTENTIAL & PREVAIL OVER LIFE'S CHALLENGES.

  • OPWDD RESIDENTIAL-OPERATION OF A WIDE ARRAY OF RESIDENTIAL PROGRAMS, SPONSORED WITH THE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (OPWDD), FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES PROVIDING SKILLS DEVELOPMENT AND HABILITATIVE SERVICES IN SUCH AREAS AS SOCIALIZATION, RECREATION, PROBLEM SOLVING, PERSONAL DEVELOPMENT, ACTIVITIES OF DAILY LIVING, TRAVEL TRAINING, HEALTH CARE, MEDICATION MAINTENANCE, AND MANY MORE.

    Expenses $106,325,371 · Revenue $102,588,766

  • DAY PROGRAMS-WIDE VARIETY OF DAY SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND/OR MENTAL ILLNESS AND OTHER DISABILITIES INCLUDING DAY HABILITATION AND RECREATIONAL PROGRAMS, SUPPORTED EMPLOYMENT, RESPITE AND OTHER DAY HABILITATION SERVICES AT SADDLE ROCK RANCH BUILT AROUND PREFERENCES AND ABILITIES TO MAXIMIZE HUMAN POTENTIAL.

    Expenses $21,684,036 · Revenue $19,946,362

  • OMH RESIDENTIAL-OPERATION OF A WIDE ARRAY OF RESIDENTIAL SUPPORTS, SPONSORED WITH THE OFFICE OF MENTAL HEALTH (OMH), PROVIDING REHABILITATION AND RECOVERY SERVICES THAT ENABLE INDIVIDUALS WITH MENTAL HEALTH NEEDS TO ATTAIN GREATER INDEPENDENCE AND MEANINGFUL ACTIVITY.

    Expenses $16,690,402 · Revenue $10,856,085

  • OTHER PROGRAMS INCLUDE ENVIRONMENTAL MODIFICATIONS TO INCREASE THE ABILITY TO LIVE AT HOME WITH INDEPENDENCE, SERVICES FOR THOSE WITH TRAUMATIC BRAIN INJURY, YOUTH SERVICES, NUTRITIONAL SERVICES AND OTHER VARIOUS SERVICES TO SUPPORT OUR INDIVIDUALS.

    Expenses $5,194,055 · Revenue $3,179,248

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Preiser

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Pilar Delgado

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alan Polacek

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John Baldante

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ellen Paige Nelson

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Valerie Barnwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Veronica Fernandez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Ellen Freeley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eric Klein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Leahy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Sanders

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Simms

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Barry Zaks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert S Budd Mps

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $555,575
    From this org
    $463,517
    From related orgs
    $0
    Other
    $92,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,899
    Bonus
    $67,000
    Other
    $29,618
    Deferred
    $66,145
    Nontaxable benefits
    $25,913
    Filer's total
    $555,575

  • Dr Christopher D Long EdD

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $539,983
    From this org
    $479,571
    From related orgs
    $0
    Other
    $60,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,949
    Bonus
    $131,000
    Other
    $28,622
    Deferred
    $22,145
    Nontaxable benefits
    $38,267
    Filer's total
    $539,983

  • Susan Dickinson CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $328,819
    From this org
    $281,454
    From related orgs
    $0
    Other
    $47,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,601
    Bonus
    $27,500
    Other
    $22,353
    Deferred
    $20,238
    Nontaxable benefits
    $27,127
    Filer's total
    $328,819

  • Susan Sorrentino

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $235,862
    From this org
    $213,916
    From related orgs
    $0
    Other
    $21,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,249
    Bonus
    $11,500
    Other
    $18,167
    Deferred
    $10,352
    Nontaxable benefits
    $11,594
    Filer's total
    $235,862

  • Atindar Arnold

    CHIEF QUALITY & CLINICAL OFFICER

    Total calculated
    $222,331
    From this org
    $211,899
    From related orgs
    $0
    Other
    $10,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,179
    Bonus
    $11,500
    Other
    $15,220
    Deferred
    $10,432
    Nontaxable benefits
    $0
    Filer's total
    $222,331

  • Michelle Amato

    CHIEF PROGRAM OFFICER, HOUSING

    Total calculated
    $213,318
    From this org
    $169,338
    From related orgs
    $0
    Other
    $43,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,044
    Bonus
    $3,000
    Other
    $10,294
    Deferred
    $0
    Nontaxable benefits
    $43,980
    Filer's total
    $213,318

  • Nicole Wolf Chief

    PROGRAM OFFICER, COMMUNITY SERVICES

    Total calculated
    $159,960
    From this org
    $155,231
    From related orgs
    $0
    Other
    $4,729
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,693
    Bonus
    $3,000
    Other
    $538
    Deferred
    $0
    Nontaxable benefits
    $4,729
    Filer's total
    $159,960

  • John Best Senior

    VICE PRESIDENT, HUMAN RESOURCES

    Total calculated
    $217,509
    From this org
    $172,404
    From related orgs
    $0
    Other
    $45,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,063
    Bonus
    $11,500
    Other
    $14,841
    Deferred
    $6,838
    Nontaxable benefits
    $38,267
    Filer's total
    $217,509

  • Anita Dowd-Neufeld

    VICE PRESIDENT, COMMUNITY SERVICES

    Total calculated
    $208,722
    From this org
    $170,742
    From related orgs
    $0
    Other
    $37,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,832
    Bonus
    $9,000
    Other
    $10,910
    Deferred
    $0
    Nontaxable benefits
    $37,980
    Filer's total
    $208,722

  • Consuelo Hendrickson

    VICE PRESIDENT, NURSING

    Total calculated
    $184,137
    From this org
    $165,728
    From related orgs
    $0
    Other
    $18,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,207
    Bonus
    $13,500
    Other
    $5,021
    Deferred
    $6,815
    Nontaxable benefits
    $11,594
    Filer's total
    $184,137

  • Darren Belcher

    VICE PRESIDENT, TECHNOLOGY SERVICES

    Total calculated
    $204,483
    From this org
    $170,281
    From related orgs
    $0
    Other
    $34,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,816
    Bonus
    $9,000
    Other
    $13,465
    Deferred
    $7,075
    Nontaxable benefits
    $27,127
    Filer's total
    $204,483

  • Monica Rosenbaum

    NURSE PRACTIONER

    Total calculated
    $169,311
    From this org
    $166,270
    From related orgs
    $0
    Other
    $3,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,073
    Bonus
    $52,197
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,041
    Filer's total
    $169,311

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR ROBERT S. BUDD INCLUDES UNVESTED BENEFITS OF $29,710 IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE.
PART I, LINE 7
EMPLOYEES OF THE ORGANIZATION RECEIVED BOARD DISCRETIONARY BONUSES IN THEIR 2022 W-2S, AS REPORTED ON PART II, COLUMN B.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
29 September 2023
IRS schema version
2022v5.0
Source object
202322729349300717

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