Taconic Resources for Independence INC FY2021 filing

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Taconic Resources for Independence, INC. (tri)is a disability-led advocacy and service organization dedicated to advancing the civil rights, Independence, and full community inclusion of people with disabilities. Tri provides individuals and familes with the information, skills, advocacy and practical support they need to make informed choices, overcome barriers, and live independently in the community. Our services include independent living skills development, benefits counseling, housing assistance and advocacy, information and referral, systems and individual advocacy, transition support, disability rights education, ada technical assistance, deaf and hard-of-hearing advocacy, and professional american sign language interpreting services through direct assistance, community education, partnerships, and advocacy. Tri works to ensure that people with disabilities have equal access, meaningful choices, and the opportunity to participate fully in every aspect of community life.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$147K 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

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $75K a year · 4% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$147K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $21
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$265K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+9% vs prior year
Spent
$1.8M
To programs
85%
Net assets
$815K
By yearFY2020–FY2025
Revenue
$1.9M
FY2021▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$1.9M
FY2022$1.8M
FY2023$1.8M
FY2024$2.1M
FY2025$2.3M
Expenses
$1.8M
FY2021▲ +0.7%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.8M
FY2022$1.8M
FY2023$1.9M
FY2024$2.0M
FY2025$2.1M
Net assets
$815K
FY2021▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020$659K
FY2021$815K
FY2022$893K
FY2023$797K
FY2024$907K
FY2025$1.1M

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

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1989.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.5M Management & general 15% · $266K

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

13 people listed on the 990; $147K 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
Financial Director
$73,860Pt VII · Sec A
Executive Director
$73,341Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Lisa Tarricone’s $101K as Executive Di is at the 24th percentile of top reported officer pay among 733 $1–10M diseases & disorders 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lisa Tarricone$100,801$92,657$91,042$89,677$73,341—
Joanne Deluca—$72,217$77,051$76,402$73,860$71,412

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.

See Taconic Resources for Independence INC executive salaries →

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

Advocates for disability rights, empowering self-directed lives and community inclusion.

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3 programs · $1.4M · in their own filed words · FY2020
01

Interpreter Service

The objective is to provide the community with effective communication when conversing with each other utilizing professional sign language interpreters. The service accomplishments include successful sign language referral services, advocacy, collaborations, community presentations, information and referral, and interpreter training…

$1.0Mprogram expense
02

Independent Living Skills Training/Life Skills

Programs and services that educate and assist individuals to live independently in the community. Teaching life skills, including budgeting, sign language, MOBILITY/TRAVEL training, socialization skills, coping skills, and personal care attendant management.

$338Kprogram expense
03

Benefits Advisement/Counseling

Provides consultation or training regarding legal rights, economic thresholds, work incentive programs and procedures. This may comprise some independent living skills training in understanding social security administration AND/OR dutchess county department of social services benefits as well as applying for these benefits.

$41Kprogram 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 · FY2022
Total grants receivedfrom 1 funder$21

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.2M
Gifts and grantsLn 1h$728K
Investment incomeLn 3$1K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.5M
Managementcol C$266K
Owns and owesPt X
$815K
net assets · Ln 32
Cash and savingsLn 1–2$782K
Total assetsLn 16$1.1M
LiabilitiesLn 26$265K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$728K
Government grantsLn 1e$607K
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$1K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$538K
SavingsLn 2$244K
Cash and savings togetherLn 1–2$782K
Accounts receivableLn 4$246K
Prepaid expenses and deferred chargesLn 9$1K
Land, buildings, equipmentLn 10c$51K
Total assetsLn 16$1.1M
LiabilitiesLn 26$265K
Net assetsLn 32$815K
OperationsPt I, VI
EmployeesI 525
VolunteersI 610
Fiscal year endsHeaderSeptember
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 FY21End FY21
Cash and savingsLn 1–2$497K$782K
Land, buildings, equipmentLn 10c$43K$51K
Total assetsLn 16$995K$1.1M
LiabilitiesLn 26$335K$265K
Net assetsLn 32$659K$815K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$9K$9K
Pay of current officers, directors and key staffLn 5$176K$176K
Other salaries and wagesLn 7$462K$462K
Other employee benefitsLn 9$69K$68K$465
Payroll taxesLn 10$47K$35K$13K
Legal feesLn 11b$342$342
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$806K$764K$42K
Office expensesLn 13$21K$20K$739
Information technologyLn 14$25K$21K$4K
OccupancyLn 16$91K$80K$11K
TravelLn 17$434$434
Depreciation, depletion and amortizationLn 22$16K$8K$8K
InsuranceLn 23$9K$7K$2K
Other expenses (24a–d)Ln 24$20K$20K$240
Total functional expensesLn 25$1.8M$1.5M$266K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Aug 13, 2026 $2.3M$2.1M$217K$1.1M 990 PDF
FY2024Filed with the IRS Aug 15, 2025 $2.1M$2.0M$90K$907K 990 PDF
FY2023Filed with the IRS Jul 10, 2024 $1.8M$1.9M−$99K$797K 990 PDF
FY2022Filed with the IRS Aug 1, 2023 $1.8M$1.8M$78K$893K 990 PDF
FY2021 ViewingFiled with the IRS Jun 13, 2022 $1.9M$1.8M$156K$815K 990 PDF
FY2020Filed with the IRS Jul 28, 2021 $1.8M$1.7M$7K$659K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,916,992 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $583,004$727,898
I-9 Program service revenuePrior year $1,173,089$1,187,851
I-10 Investment incomePrior year $267$1,243
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,756,360$1,916,992
I-13 Grants and similar amounts paidPrior year $10,045$9,180
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $752,299$754,565
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $986,859$997,360
I-18 Total expensesPrior year $1,749,203$1,761,105
I-19 Revenue less expensesPrior year $7,157$155,887
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $1,916,992 across 6 lines filed
VIII-1e Government grants$607,348
VIII-1f All other contributions, gifts and grants$120,550
VIII-1h Total contributions, gifts and grants$727,898
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,187,851$1,187,851
VIII-3 Investment incomeExcluded from tax $1,243$1,243
VIII-12 Total revenueRelated to mission $1,187,851 · Unrelated business $0 · Excluded from tax $1,243$1,916,992
Part IX · Statement of functional expenses $1,761,105 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $9,180$9,180
IX-5 Pay of current officers, directors and key staffManagement $176,227$176,227
IX-7 Other salaries and wagesPrograms $461,932$461,932
IX-9 Other employee benefitsPrograms $68,449 · Management $465$68,914
IX-10 Payroll taxesPrograms $34,955 · Management $12,537$47,492
IX-11b Legal feesManagement $342$342
IX-11c Accounting feesManagement $8,300$8,300
IX-11g Other fees for servicesPrograms $764,244 · Management $42,173$806,417
IX-13 Office expensesPrograms $19,941 · Management $739$20,680
IX-14 Information technologyPrograms $21,193 · Management $3,713$24,906
IX-16 OccupancyPrograms $80,104 · Management $11,363$91,467
IX-17 TravelPrograms $434$434
IX-22 Depreciation, depletion and amortizationPrograms $7,639 · Management $8,385$16,024
IX-23 InsurancePrograms $6,822 · Management $1,873$8,695
IX-24 Other expenses (24a–d)Programs $19,855 · Management $240$20,095
IX-25 Total functional expensesPrograms $1,494,748 · Management $266,357 · Fundraising $0$1,761,105
Part X · Balance sheet $1,079,802 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $496,253$538,169
X-2 Savings and temporary cash investmentsStart of year $1,143$243,756
X-4 Accounts receivableStart of year $452,759$246,127
X-9 Prepaid expenses and deferred chargesStart of year $1,115$1,148
X-10c Land, buildings and equipment, netStart of year $43,280$50,602
X-16 Total assetsStart of year $994,550$1,079,802
X-17 Accounts payable and accrued expensesStart of year $175,308$134,528
X-24 Unsecured notes and loans payableStart of year $151,855$130,000
X-26 Total liabilitiesStart of year $335,163$264,528
X-27 Net assets without donor restrictionsStart of year $659,387$814,774
X-28 Net assets with donor restrictions$500
X-32 Total net assets or fund balancesStart of year $659,387$815,274
X-33 Total liabilities and net assetsStart of year $994,550$1,079,802
Part XI · Reconciliation of net assets $815,274 net assets at year end
XI-1 Total revenue$1,916,992
XI-2 Total expenses$1,761,105
XI-3 Revenue less expenses$155,887
XI-4 Net assets at start of year$659,387
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$815,274

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

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