Mohawk Opportunities INC FY2020 filing

Tax-deductible

Schenectady, NY501(c)(3)Since 1985Mental HealthEIN 14-1672130Revenue $6.8M in FY2020

On file with the IRSmohawkopportunities.org201 Nott Ter, 12307-1025 · Schenectady, NYTax-exempt since May 1986Publicly supported charity — 170(b)(1)(A)(vi)

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To establish, operate and maintain community residences or other living accomodations and to provide related programs for those diagnosed with mental illness, the human immuno-deficiency virus, and/or other special populations.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$121K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
4 of 5
filings with a surplus
Average surplus $460K a year · 6% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$121K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.8M
Spent
$6.4M
To programs
90%
Net assets
$2.5M
By yearFY2020–FY2024
Revenue
$6.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$8.5M
FY2022$8.2M
FY2023$8.9M
FY2024$9.0M
Expenses
$6.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$6.4M
FY2021$7.1M
FY2022$7.9M
FY2023$8.7M
FY2024$9.0M
Net assets
$2.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$4.1M
FY2022$3.6M
FY2023$5.6M
FY2024$5.7M

From the FY2020 Form 990 · 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 May 1986.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $5.8M Management & general 10% · $656K

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

11 people listed on the 990; $121K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$120,758Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A

Steven Klein’s $185K as Chief Executive Officer is at the 82nd 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 · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Steven Klein$185,137$168,978$160,246$73,163—
Joseph Gallagher———$97,157$120,758
Kelley Carbone-Nutter$106,245————
Jodi Kovach$104,133————
Kathleen McGlynn$102,705————
Julie Clegg$79,555————

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

Provides housing and support programs for individuals with mental illness and HIV.

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Provided by the organization

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1 program · $5.8M · in their own filed words · FY2020
01

Rehabilitation, Housing and Treatment Services

Mohawk has established and maintained community residences or other living accomodations and provided related programs for those diagnosed with mental illness, the human immuno-deficiency virus, AND/OR other special populations.

$5.8Mprogram 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
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.8M
Ln 12
Fees for servicesLn 2g$4.7M
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$547K
Money outPt IX
$6.4M
Ln 25
Programscol B$5.8M
Managementcol C$656K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$938K
Total assetsLn 16$4.0M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.2M
Fees for servicesLn 2g$4.7M
Investment incomeLn 3$547K
Other incomeLn 4–11$308K
Gains on assetsLn 7$546K
Total revenueLn 12$6.8M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$936K
Cash and savings togetherLn 1–2$938K
InvestmentsLn 11–13$529K
Land, buildings, equipmentLn 10c$1.1M
Other assetsLn 15$131K
Total assetsLn 16$4.0M
LiabilitiesLn 26$1.5M
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 5123
VolunteersI 611
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
LineStart FY20End FY20
Cash and savingsLn 1–2$792K$938K
InvestmentsLn 11–13$502K$529K
Land, buildings, equipmentLn 10c$879K$1.1M
Total assetsLn 16$3.2M$4.0M
LiabilitiesLn 26$1.1M$1.5M
Net assetsLn 32$2.1M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$129K$129K
Other salaries and wagesLn 7$3.5M$3.1M$325K
Pension plan contributionsLn 8$35K$29K$6K
Other employee benefitsLn 9$359K$326K$33K
Payroll taxesLn 10$269K$238K$32K
Investment management feesLn 11f$4K$4K
Advertising and promotionLn 12$18K$18K
Office expensesLn 13$162K$153K$9K
OccupancyLn 16$1.3M$1.3M$14K
TravelLn 17$26K$26K$20
InterestLn 20$268$268
Depreciation, depletion and amortizationLn 22$154K$144K$9K
InsuranceLn 23$118K$112K$6K
Other expenses (24a–d)Ln 24$376K$316K$60K
All other expensesLn 24e$52K$41K$11K
Total functional expensesLn 25$6.4M$5.8M$656K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $9.0M$9.0M−$7K$5.7M 990 PDF
FY2023 $8.9M$8.7M$138K$5.6M 990 PDF
FY2022 $8.2M$7.9M$271K$3.6M 990 PDF
FY2021 $8.5M$7.1M$1.5M$4.1M 990 PDF
FY2020 Viewing $6.8M$6.4M$411K$2.5M 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 FY2020 990 (6 parts)
Part I · Summary $6,847,958 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,307,824$1,297,309
I-9 Program service revenuePrior year $4,699,879$4,695,750
I-10 Investment incomePrior year $2,114$546,639
I-11 Other revenuePrior year $195,487$308,260
I-12 Total revenuePrior year $6,205,304$6,847,958
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 $4,082,623$4,261,129
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,028,352$2,175,365
I-18 Total expensesPrior year $6,110,975$6,436,494
I-19 Revenue less expensesPrior year $94,329$411,464
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $6,847,958 across 8 lines filed
VIII-1e Government grants$1,200,846
VIII-1f All other contributions, gifts and grants$96,463
VIII-1h Total contributions, gifts and grants$1,297,309
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,695,750$4,695,750
VIII-3 Investment incomeExcluded from tax $947$947
VIII-7 Net gain or loss on sales of assetsExcluded from tax $545,692$545,692
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $308,260$308,260
VIII-12 Total revenueRelated to mission $5,004,010 · Unrelated business $0 · Excluded from tax $546,639$6,847,958
Part IX · Statement of functional expenses $6,436,494 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $129,304$129,304
IX-7 Other salaries and wagesPrograms $3,143,728 · Management $324,759$3,468,487
IX-8 Pension plan contributionsPrograms $28,873 · Management $6,225$35,098
IX-9 Other employee benefitsPrograms $325,667 · Management $33,403$359,070
IX-10 Payroll taxesPrograms $237,531 · Management $31,639$269,170
IX-11f Investment management feesManagement $4,164$4,164
IX-12 Advertising and promotionManagement $17,702$17,702
IX-13 Office expensesPrograms $153,075 · Management $9,050$162,125
IX-16 OccupancyPrograms $1,252,315 · Management $14,109$1,266,424
IX-17 TravelPrograms $26,101 · Management $20$26,121
IX-20 InterestPrograms $268$268
IX-22 Depreciation, depletion and amortizationPrograms $144,491 · Management $9,348$153,839
IX-23 InsurancePrograms $111,503 · Management $6,031$117,534
IX-24 Other expenses (24a–d)Programs $315,528 · Management $60,052$375,580
IX-24e All other expensesPrograms $41,072 · Management $10,536$51,608
IX-25 Total functional expensesPrograms $5,780,152 · Management $656,342 · Fundraising $0$6,436,494
Part X · Balance sheet $3,978,539 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,850$2,250
X-2 Savings and temporary cash investmentsStart of year $790,330$936,033
X-4 Accounts receivableStart of year $837,813$1,099,614
X-9 Prepaid expenses and deferred chargesStart of year $101,336$209,986
X-10c Land, buildings and equipment, netStart of year $879,309$1,071,308
X-11 Publicly traded securitiesStart of year $501,840$528,653
X-15 Other assetsStart of year $80,410$130,695
X-16 Total assetsStart of year $3,192,888$3,978,539
X-17 Accounts payable and accrued expensesStart of year $398,978$467,152
X-19 Deferred revenueStart of year $626,851$849,556
X-26 Total liabilitiesStart of year $1,117,835$1,453,736
X-27 Net assets without donor restrictionsStart of year $1,887,336$2,385,269
X-28 Net assets with donor restrictionsStart of year $187,717$139,534
X-32 Total net assets or fund balancesStart of year $2,075,053$2,524,803
X-33 Total liabilities and net assetsStart of year $3,192,888$3,978,539
Part XI · Reconciliation of net assets $2,524,803 net assets at year end
XI-1 Total revenue$6,847,958
XI-2 Total expenses$6,436,494
XI-3 Revenue less expenses$411,464
XI-4 Net assets at start of year$2,075,053
XI-5 Net unrealized gains (losses) on investments$38,286
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,524,803

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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