Reach INC FY2021 filing

Tax-deductible

Plymouth, MA501(c)(3)Since 1987Mental HealthEIN 04-2979594

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Reach, INC. Provides recreation and challenges to developmentally disabled adults through residential, day and individual supports.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$99K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $655K a year · 9% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$99K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.1M
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.5M
+14% vs prior year
Spent
$7.0M
To programs
88%
Net assets
$3.3M
By yearFY2020–FY2024
Revenue
$7.5M
FY2021▲ +14%
Revenue by fiscal year
FY2020$6.6M
FY2021$7.5M
FY2022$7.5M
FY2023$7.8M
FY2024$8.4M
FY2024$9.1M
Expenses
$7.0M
FY2021▲ +12%
Expenses by fiscal year
FY2020$6.3M
FY2021$7.0M
FY2022$6.9M
FY2023$6.2M
FY2024$8.1M
FY2024$8.9M
Net assets
$3.3M
FY2021▲ +17%
Net assets by fiscal year
FY2020$2.8M
FY2021$3.3M
FY2022$3.8M
FY2023$5.5M
FY2024$5.8M
FY2024$6.0M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $6.2M Management & general 12% · $852K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $99K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$99,360Pt VII · Sec A
$0Pt VII · Sec A
Treasurer/Clerk
$0Pt VII · Sec A
Board Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A

Patricia Goosen Aliz’s $251K as Direct Care Support Staff is at the 93rd percentile of top reported officer pay among 1683 $1–10M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Patricia Goosen Aliz$250,811$236,174$176,645$177,841——
Darci Fencer$135,834$125,644$109,845$114,688——
Jessica Cote$123,679—————
Katherine Costa$119,359—————
Peter Coffman$112,779$115,290$115,650$114,008$99,360$100,437

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers recreation and challenges to adults with developmental disabilities through housing and support.

Provided by the organization

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3 program services account for $6.1M of program spending, described in the organization's own filed words · FY2020.
01

Program # 1 & 2

The organization provides 24 hour residential support for thirty three (33) developmentally disabled adults at eleven (11) locations in the community

$4.5Mprogram expense
02

Program # 3 & 4-THE organization provides in house support services for thirty five (35) developmentally disabled adults at twenty TWO(22) locations in the community.

$1.3Mprogram expense
03

Progam #5- the organization provides community day support for thirty two (32) developmentally disabled adults at one location in the community.

$346Kprogram expense

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.5M
Ln 12
Gifts and grantsLn 1h$6.2M
Other incomeLn 4–11$820K
Fees for servicesLn 2g$485K
Money outPt IX
$7.0M
Ln 25
Programscol B$6.2M
Managementcol C$852K
Owns and owesPt X
$3.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$5.3M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.2M
Fees for servicesLn 2g$485K
Investment incomeLn 3$29K
Other incomeLn 4–11$820K
Gains on assetsLn 7$27K
Total revenueLn 12$7.5M
Assets in detailPt X, end of year
CashLn 1$314K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$3.3M
Other assetsLn 15$10K
Total assetsLn 16$5.3M
LiabilitiesLn 26$2.1M
Net assetsLn 32$3.3M
OperationsPt I, VI
EmployeesI 5108
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.7M$1.5M
Land, buildings, equipmentLn 10c$3.2M$3.3M
Total assetsLn 16$5.5M$5.3M
LiabilitiesLn 26$2.7M$2.1M
Net assetsLn 32$2.8M$3.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$4.7M$4.3M$395K
Other employee benefitsLn 9$333K$317K$16K
Payroll taxesLn 10$488K$422K$66K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$44K$44K
Other fees for servicesLn 11g$105K$105K
OccupancyLn 16$360K$279K$81K
TravelLn 17$106K$106K
Depreciation, depletion and amortizationLn 22$186K$184K$2K
InsuranceLn 23$51K$39K$12K
Other expenses (24a–d)Ln 24$675K$545K$130K
Total functional expensesLn 25$7.0M$6.2M$852K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $8.4M$8.1M$334K$5.8M 990 PDF
FY2023 $7.8M$6.2M$1.6M$5.5M 990 PDF
FY2022 $7.5M$6.9M$562K$3.8M 990 PDF
FY2021 Viewing $7.5M$7.0M$478K$3.3M 990 PDF
FY2020 $6.6M$6.3M$288K$2.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $7,517,865 across 9 lines filed
VIII-1f All other contributions, gifts and grants$6,184,455
VIII-1h Total contributions, gifts and grants$6,184,455
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $485,181$485,181
VIII-3 Investment incomeExcluded from tax $1,526$1,526
VIII-6 Net rental income or lossUnrelated business −$13,227−$13,227
VIII-7 Net gain or loss on sales of assetsRelated to mission $27,000$27,000
VIII-8 Net income from fundraising eventsExcluded from tax $8,700$8,700
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $824,230$824,230
VIII-12 Total revenueRelated to mission $851,230 · Unrelated business −$13,227 · Excluded from tax $495,407$7,517,865
Part IX · Statement of functional expenses $7,039,938 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $4,295,600 · Management $395,347$4,690,947
IX-9 Other employee benefitsPrograms $316,794 · Management $16,054$332,848
IX-10 Payroll taxesPrograms $421,744 · Management $66,132$487,876
IX-11b Legal feesManagement $1,000$1,000
IX-11c Accounting feesManagement $44,269$44,269
IX-11g Other fees for servicesManagement $104,965$104,965
IX-16 OccupancyPrograms $279,368 · Management $80,726$360,094
IX-17 TravelPrograms $105,810$105,810
IX-22 Depreciation, depletion and amortizationPrograms $184,074 · Management $2,267$186,341
IX-23 InsurancePrograms $39,103 · Management $12,008$51,111
IX-24 Other expenses (24a–d)Programs $545,171 · Management $129,506$674,677
IX-25 Total functional expensesPrograms $6,187,664 · Management $852,274 · Fundraising $0$7,039,938
Part X · Balance sheet $5,346,813 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $294,123$314,224
X-2 Savings and temporary cash investmentsStart of year $1,386,988$1,220,292
X-4 Accounts receivableStart of year $602,953$476,058
X-9 Prepaid expenses and deferred chargesStart of year $2,491$39,821
X-10c Land, buildings and equipment, netStart of year $3,238,455$3,285,993
X-15 Other assetsStart of year $10,425$10,425
X-16 Total assetsStart of year $5,535,435$5,346,813
X-17 Accounts payable and accrued expensesStart of year $410,544$539,860
X-24 Unsecured notes and loans payableStart of year $805,425$0
X-25 Other liabilitiesStart of year $94,716$77,075
X-26 Total liabilitiesStart of year $2,729,565$2,063,016
X-27 Net assets without donor restrictionsStart of year $2,805,870$3,283,797
X-32 Total net assets or fund balancesStart of year $2,805,870$3,283,797
X-33 Total liabilities and net assetsStart of year $5,535,435$5,346,813
Part XI · Reconciliation of net assets $3,283,797 net assets at year end
XI-1 Total revenue$7,517,865
XI-2 Total expenses$7,039,938
XI-3 Revenue less expenses$477,927
XI-4 Net assets at start of year$2,805,870
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,283,797

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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