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Action Toward Independence INC FY2021 filing

Tax-deductible

Monticello, NY501(c)(3)Human Services EIN 14-1703075Revenue $1.0M in FY2021

On file with the IRS309 East Broadway Ste A, 12701-8839 · Monticello, NYTax-exempt since Apr 1989Publicly supported charity — 170(b)(1)(A)(vi)

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Assists disabled individuals to live independently.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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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
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
4 of 6
filings with a surplus
Average deficit $429 a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $59
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$213K
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+20% vs prior year
Spent
$1.0M
To programs
93%
Net assets
$131K
By yearFY2020–FY2025
Revenue
$1.0M
FY2021▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$849K
FY2021$1.0M
FY2022$1.6M
FY2023$1.5M
FY2024$1.3M
FY2025$1.5M
Expenses
$1.0M
FY2021▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$830K
FY2021$1.0M
FY2022$1.6M
FY2023$1.5M
FY2024$1.3M
FY2025$1.5M
Net assets
$131K
FY2021▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$121K
FY2021$131K
FY2022$118K
FY2023$130K
FY2024$135K
FY2025$99K

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

990 PDF Claim
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 Apr 1989.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $931K Management & general 7% · $73K Fundraising 0% · $850

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.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Gillian Kaiser
Vice President
$0Pt VII · Sec A
Daniel Hulse
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Linda Aumick
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Ira Gelinson
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Action Toward Independence INC executive salaries →

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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

Helps disabled people live independently.

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Provided by the organization

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3 programs · $683K · in their own filed words · FY2020
01

Department of mental health. Ati provides individual advocacy AND/OR systems advocacy to individuals with disabilities. Services include teaching daily living skills and training in any aspect of mental health services.

$316Kprogram expense
02

Adult career and continuing education services-vocational rehabilitation (acces-vr) is funded through nys education department. Services provided include advocacy for systems change in the categories of education, employment, health care, commerce social and citizenship.

$184Kprogram expense
03

Acl is part of the united states department of health and human services. Services provided include advocacy for systems change in the categories of education, employment, health care, commerce social and citizenship. Independent living services are provided to people with and without disabilities in approved cil standards.

$183Kprogram 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 · FY2023
Amazonsmile FoundationFY2023$59
Total grants receivedfrom 1 funder$59

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$992K
Other incomeLn 4–11$19K
Fees for servicesLn 2g$3K
Money outPt IX
$1.0M
Ln 25
Programscol B$931K
Managementcol C$73K
Fundraisingcol D$850
Owns and owesPt X
$131K
net assets · Ln 32
Cash and savingsLn 1–2$123K
Total assetsLn 16$343K
LiabilitiesLn 26$213K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$992K
Government grantsLn 1e$986K
Fees for servicesLn 2g$3K
Investment incomeLn 3$247
Other incomeLn 4–11$19K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$70K
SavingsLn 2$53K
Cash and savings togetherLn 1–2$123K
Land, buildings, equipmentLn 10c$27K
Total assetsLn 16$343K
LiabilitiesLn 26$213K
Net assetsLn 32$131K
OperationsPt I, VI
EmployeesI 524
VolunteersI 631
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$207K$123K
Land, buildings, equipmentLn 10c$33K$27K
Total assetsLn 16$442K$343K
LiabilitiesLn 26$322K$213K
Net assetsLn 32$121K$131K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$575K$538K$37K
Payroll taxesLn 10$57K$53K$4K
Accounting feesLn 11c$35K$14K$21K
Other fees for servicesLn 11g$12K$12K$94$850
Office expensesLn 13$92$92
OccupancyLn 16$94K$89K$5K
TravelLn 17$10K$9K$115
InterestLn 20$478$454$24
Depreciation, depletion and amortizationLn 22$11K$8K$3K
InsuranceLn 23$17K$16K$992
Other expenses (24a–d)Ln 24$169K$167K$2K
All other expensesLn 24e$25K$24K$672
Total functional expensesLn 25$1.0M$931K$73K$850

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.5M$1.5M−$36K$99K 990 PDF
FY2024 $1.3M$1.3M$6K$135K 990 PDF
FY2023 $1.5M$1.5M$12K$130K 990 PDF
FY2022 $1.6M$1.6M−$13K$118K 990 PDF
FY2021 Viewing $1.0M$1.0M$10K$131K 990 PDF
FY2020 $849K$830K$19K$121K 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 O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,015,240 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $419,063$992,197
I-9 Program service revenuePrior year $422,033$3,373
I-10 Investment incomePrior year $20$247
I-11 Other revenuePrior year $8,134$19,423
I-12 Total revenuePrior year $849,250$1,015,240
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 $543,509$631,287
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $286,815$374,141
I-18 Total expensesPrior year $830,324$1,005,428
I-19 Revenue less expensesPrior year $18,926$9,812
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $1,015,240 across 7 lines filed
VIII-1e Government grants$986,187
VIII-1f All other contributions, gifts and grants$6,010
VIII-1h Total contributions, gifts and grants$992,197
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,373$3,373
VIII-3 Investment incomeExcluded from tax $247$247
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $19,423$19,423
VIII-12 Total revenueRelated to mission $3,373 · Unrelated business $0 · Excluded from tax $19,670$1,015,240
Part IX · Statement of functional expenses $1,005,428 across 12 lines filed
IX-7 Other salaries and wagesPrograms $538,033 · Management $36,699$574,732
IX-10 Payroll taxesPrograms $52,985 · Management $3,570$56,555
IX-11c Accounting feesPrograms $14,047 · Management $20,692$34,739
IX-11g Other fees for servicesPrograms $11,502 · Management $94 · Fundraising $850$12,446
IX-13 Office expensesPrograms $92$92
IX-16 OccupancyPrograms $89,155 · Management $5,045$94,200
IX-17 TravelPrograms $9,455 · Management $115$9,570
IX-20 InterestPrograms $454 · Management $24$478
IX-22 Depreciation, depletion and amortizationPrograms $8,140 · Management $3,250$11,390
IX-23 InsurancePrograms $16,449 · Management $992$17,441
IX-24 Other expenses (24a–d)Programs $166,884 · Management $2,105$168,989
IX-24e All other expensesPrograms $24,124 · Management $672$24,796
IX-25 Total functional expensesPrograms $931,320 · Management $73,258 · Fundraising $850$1,005,428
Part X · Balance sheet $343,475 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $161,284$69,808
X-2 Savings and temporary cash investmentsStart of year $45,775$52,926
X-3 Pledges and grants receivableStart of year $28,943$34,352
X-4 Accounts receivableStart of year $131,989$110,281
X-9 Prepaid expenses and deferred chargesStart of year $41,086$49,509
X-10c Land, buildings and equipment, netStart of year $33,215$26,599
X-16 Total assetsStart of year $442,292$343,475
X-17 Accounts payable and accrued expensesStart of year $56,564$83,469
X-19 Deferred revenueStart of year $94,664$42,519
X-24 Unsecured notes and loans payableStart of year $118,137$3,113
X-25 Other liabilitiesStart of year $52,216$83,851
X-26 Total liabilitiesStart of year $321,581$212,952
X-27 Net assets without donor restrictionsStart of year $110,740$118,608
X-28 Net assets with donor restrictionsStart of year $9,971$11,915
X-32 Total net assets or fund balancesStart of year $120,711$130,523
X-33 Total liabilities and net assetsStart of year $442,292$343,475
Part XI · Reconciliation of net assets $130,523 net assets at year end
XI-1 Total revenue$1,015,240
XI-2 Total expenses$1,005,428
XI-3 Revenue less expenses$9,812
XI-4 Net assets at start of year$120,711
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$130,523

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

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