Refocus INC: Nonprofit Profile, Financials & Form 990 (EIN 05-0394380)

Julianne Derosier’s $197K as Executive Director is at the 26th percentile of top reported officer pay among 746 $10–100M 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 · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Christine M Kavanagh	$156,967	$201,709	$184,856	$169,758	$162,297
Julianne Derosier	$197,096	$148,816	$116,642	$114,181	—
Ellen Almeida	—	—	$10,046	$136,316	$119,100
Laura Doster	$128,865	$128,043	$116,482	$30,771	—
Kerri Martin	$116,030	$101,300	—	—	—
Deborah Swenson	—	$107,666	$115,761	—	—
Abigail Gallant	$111,555	$109,040	—	—	—
June Aoki	$107,958	—	—	—	—

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 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports adults with physical and developmental needs to grow and make informed life choices.

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3 programs · $22.1M · in their own filed words · FY2024

01

Operation of 12 group homes for approximately 55 individuals who are developmentally disabled.

$10.5Mprogram expense

02

Operation of supportive living and self-directed programs for the developmentally disabled.

$6.0Mprogram expense

03

Operation of community day, employment and shared living programs for the developmentally disabled.

$5.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Fidelity Investments Charitable Gift FundFY2024$6K

Total grants receivedfrom 1 funder$6K

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$25.2M

Ln 12

Fees for servicesLn 2g$24.7M

Gifts and grantsLn 1h$325K

Investment incomeLn 3$155K

Money outPt IX

$25.0M

Ln 25

Programscol B$22.1M

Managementcol C$2.9M

Fundraisingcol D$105K

Owns and owesPt X

$12.2M

net assets · Ln 32

Cash and savingsLn 1–2$3.4M

Total assetsLn 16$14.7M

LiabilitiesLn 26$2.5M

PeoplePt VI, VII

17

listed · VII A

PaidVII A8

Voting boardVI 1a13

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$325K

Government grantsLn 1e$155K

Noncash giftsLn 1g$25K

Fundraising eventsLn 1c$104K

Fees for servicesLn 2g$24.7M

Investment incomeLn 3$155K

Gains on assetsLn 7$674

Total revenueLn 12$25.2M

Assets in detailPt X, end of year

CashLn 1$2.8M

SavingsLn 2$629K

Cash and savings togetherLn 1–2$3.4M

InvestmentsLn 11–13$3.5M

Land, buildings, equipmentLn 10c$4.6M

Other assetsLn 15$77K

Total assetsLn 16$14.7M

LiabilitiesLn 26$2.5M

Net assetsLn 32$12.2M

OperationsPt I, VI

EmployeesI 5280

VolunteersI 617

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$3.3M	$3.4M
InvestmentsLn 11–13	$3.2M	$3.5M
Land, buildings, equipmentLn 10c	$4.6M	$4.6M
Total assetsLn 16	$14.6M	$14.7M
LiabilitiesLn 26	$2.7M	$2.5M
Net assetsLn 32	$11.9M	$12.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$719K	$141K	$568K	$10K
Other salaries and wagesLn 7	$12.6M	$11.5M	$974K	$60K
Pension plan contributionsLn 8	$504K	$475K	$28K	$2K
Other employee benefitsLn 9	$1.5M	$1.3M	$150K	$7K
Payroll taxesLn 10	$1.3M	$1.1M	$172K	$7K
Legal feesLn 11b	$9K		$9K
Accounting feesLn 11c	$61K		$61K
Investment management feesLn 11f	$25K		$25K
Other fees for servicesLn 11g	$47K	$22K	$25K
Information technologyLn 14	$149K	$9K	$140K
OccupancyLn 16	$488K	$373K	$116K
TravelLn 17	$207K	$176K	$31K
InterestLn 20	$6K		$6K
Depreciation, depletion and amortizationLn 22	$451K	$309K	$142K
InsuranceLn 23	$282K	$135K	$147K
Other expenses (24a–d)Ln 24	$6.8M	$6.5M	$290K	$19K
Total functional expensesLn 25	$25.0M	$22.1M	$2.9M	$105K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$25.2M	$25.0M	$117K	$12.2M	990 PDF
FY2023	$21.7M	$20.6M	$1.1M	$11.9M	990 PDF
FY2022	$17.9M	$16.9M	$941K	$10.6M	990 PDF
FY2021	$15.8M	$15.0M	$767K	$10.0M	990 PDF
FY2020	$16.3M	$14.6M	$1.8M	$9.0M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $25,154,304 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $383,154$324,951

I-9 Program service revenuePrior year $20,847,076$24,686,605

I-10 Investment incomePrior year $164,148$155,341

I-11 Other revenuePrior year $290,120−$12,593

I-12 Total revenuePrior year $21,684,498$25,154,304

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $14,828,925$16,525,023

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $5,782,454$8,512,579

I-18 Total expensesPrior year $20,611,379$25,037,602

I-19 Revenue less expensesPrior year $1,073,119$116,702

Part VI · Governance 9 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

VI-1b Independent voting members9

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $25,154,304 across 11 lines filed

VIII-1c Fundraising events$103,643

VIII-1e Government grants$155,283

VIII-1f All other contributions, gifts and grants$66,025

VIII-1g Noncash contributions (included above)$25,366

VIII-1h Total contributions, gifts and grants$324,951

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,686,605$24,686,605

VIII-3 Investment incomeExcluded from tax $154,667$154,667

VIII-6 Net rental income or lossExcluded from tax $12,700$12,700

VIII-7 Net gain or loss on sales of assetsExcluded from tax $674$674

VIII-8 Net income from fundraising eventsExcluded from tax −$25,293−$25,293

VIII-12 Total revenueRelated to mission $24,686,605 · Unrelated business $0 · Excluded from tax $142,748$25,154,304

Part IX · Statement of functional expenses $25,037,602 across 16 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $141,348 · Management $567,679 · Fundraising $10,251$719,278

IX-7 Other salaries and wagesPrograms $11,528,107 · Management $974,250 · Fundraising $60,294$12,562,651

IX-8 Pension plan contributionsPrograms $474,537 · Management $27,877 · Fundraising $1,984$504,398

IX-9 Other employee benefitsPrograms $1,295,002 · Management $149,503 · Fundraising $7,044$1,451,549

IX-10 Payroll taxesPrograms $1,108,416 · Management $172,196 · Fundraising $6,535$1,287,147

IX-11b Legal feesManagement $9,000$9,000

IX-11c Accounting feesManagement $61,093$61,093

IX-11f Investment management feesManagement $24,555$24,555

IX-11g Other fees for servicesPrograms $21,975 · Management $24,926$46,901

IX-14 Information technologyPrograms $9,000 · Management $139,984$148,984

IX-16 OccupancyPrograms $372,612 · Management $115,755$488,367

IX-17 TravelPrograms $175,996 · Management $30,556$206,552

IX-20 InterestManagement $6,142$6,142

IX-22 Depreciation, depletion and amortizationPrograms $309,314 · Management $141,817$451,131

IX-23 InsurancePrograms $134,501 · Management $147,073$281,574

IX-24 Other expenses (24a–d)Programs $6,479,344 · Management $289,648 · Fundraising $19,288$6,788,280

IX-25 Total functional expensesPrograms $22,050,152 · Management $2,882,054 · Fundraising $105,396$25,037,602

Part X · Balance sheet $14,665,914 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $2,941,769$2,800,883

X-2 Savings and temporary cash investmentsStart of year $385,931$628,900

X-4 Accounts receivableStart of year $3,234,588$2,892,664

X-9 Prepaid expenses and deferred chargesStart of year $123,720$135,180

X-10c Land, buildings and equipment, netStart of year $4,570,336$4,596,089

X-11 Publicly traded securitiesStart of year $2,810,744$3,129,046

X-12 Other securitiesStart of year $396,632$405,908

X-15 Other assetsStart of year $94,439$77,244

X-16 Total assetsStart of year $14,558,159$14,665,914

X-17 Accounts payable and accrued expensesStart of year $2,426,212$2,348,735

X-19 Deferred revenueStart of year $183,840$28,989

X-25 Other liabilitiesStart of year $94,026$76,845

X-26 Total liabilitiesStart of year $2,704,078$2,454,569

X-27 Net assets without donor restrictionsStart of year $11,656,655$12,041,157

X-28 Net assets with donor restrictionsStart of year $197,426$170,188

X-32 Total net assets or fund balancesStart of year $11,854,081$12,211,345

X-33 Total liabilities and net assetsStart of year $14,558,159$14,665,914

Part XI · Reconciliation of net assets $12,211,345 net assets at year end

XI-1 Total revenue$25,154,304

XI-2 Total expenses$25,037,602

XI-3 Revenue less expenses$116,702

XI-4 Net assets at start of year$11,854,081

XI-5 Net unrealized gains (losses) on investments$240,562

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$12,211,345

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Refocus INC

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