Sullivan Orange Counties Chapter FY2020 filing

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To enable persons of all ages with disabilities to live as contributing, valued members of the community by promoting: inclusion, independence, individualization, productivity, and self determination.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$1.3M 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 $1.7M a year · 2% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
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
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $106K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$18.4M
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$60.0M
Spent
$58.3M
To programs
91%
Net assets
$15.9M
By yearFY2020–FY2024
Revenue
$60.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$60.0M
FY2021$75.7M
FY2022$93.8M
FY2023$80.6M
FY2024$86.4M
Expenses
$58.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$58.3M
FY2021$76.6M
FY2022$92.5M
FY2023$77.9M
FY2024$82.7M
Net assets
$15.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$15.9M
FY2021$18.7M
FY2022$20.3M
FY2023$22.8M
FY2024$26.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1966.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $52.7M Management & general 9% · $5.4M Fundraising 0% · $151K

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

25 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$278,384Pt VII · Sec A
Psychiatrist
$237,943Pt VII · Sec A
Chief Financial Officer
$205,782Pt VII · Sec A
Associate Executive Director
$191,900Pt VII · Sec A
Controller
$168,001Pt VII · Sec A
Associate Executive Director
$142,283Pt VII · Sec A
SR Speech Coordinator
$112,433Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
J Richard Schwartz—$258,944$325,499$478,528$278,384
Regina Mckenny-Snead$317,381$280,815$187,683$182,503$191,900
Muhammad Malik$265,379$271,595$246,777$236,218$237,943
James Krueger$241,109$230,094$225,674$218,179$205,782
Marie Fitzmaurice$199,885$190,616$183,142——
Philip Borko$190,677$181,076$175,452$170,857$168,001
Brandon Rubik$165,774$143,386———
Shawn Mende$162,018————

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 Sullivan Orange Counties Chapter 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering people with disabilities to live independently and contribute to their communities.

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3 programs · $47.4M · in their own filed words · FY2020
01

The arc greater hudson valley, new york residential department proudly operates 38 community based ira's as well as three supported apartments, thereby, providing residential habilitation services to over 250 adults with intellectual and developmental disabilities.

$27.8Mprogram expense
02

Day services provided supports to over 600 people throughout calendar year 2020, continuing to ensure those with complex medical and behavioral needs receive the best supports to achieve their outcomes. Staffing challenges persisted throughout the year despite heavy recruitment efforts.

$12.6Mprogram expense
03

2020 was a year of new beginnings for the education program. We provide preschool and school age educational services to almost 300 children per year throughout orange, sullivan, ulster and dutchess counties.

$7.0Mprogram 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$106K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$60.0M
Ln 12
Fees for servicesLn 2g$59.6M
Gifts and grantsLn 1h$334K
Other incomeLn 4–11$92K
Money outPt IX
$58.3M
Ln 25
Programscol B$52.7M
Managementcol C$5.4M
Fundraisingcol D$151K
Owns and owesPt X
$15.9M
net assets · Ln 32
Cash and savingsLn 1–2$9.1M
Total assetsLn 16$34.3M
LiabilitiesLn 26$18.4M
PeoplePt VI, VII
25
listed · VII A
PaidVII A7
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$334K
Fees for servicesLn 2g$59.6M
Investment incomeLn 3$27K
Other incomeLn 4–11$92K
Gains on assetsLn 7$20K
Total revenueLn 12$60.0M
Assets in detailPt X, end of year
CashLn 1$8.4M
SavingsLn 2$751K
Cash and savings togetherLn 1–2$9.1M
Accounts receivableLn 4$6.4M
Inventories for sale or useLn 8$118K
Prepaid expenses and deferred chargesLn 9$597K
Land, buildings, equipmentLn 10c$14.8M
InvestmentsLn 11–13$1.1M
Other assetsLn 15$2.3M
Total assetsLn 16$34.3M
LiabilitiesLn 26$18.4M
Net assetsLn 32$15.9M
OperationsPt I, VI
EmployeesI 51,607
VolunteersI 623
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Bond issues listedSch K Pt I2
Raised by those issuesSch K Pt I$883K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$12K$12K$12K$12K$12K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.6M$9.1M
InvestmentsLn 11–13$837K$1.1M
Land, buildings, equipmentLn 10c$14.9M$14.8M
Total assetsLn 16$33.2M$34.3M
LiabilitiesLn 26$18.9M$18.4M
Net assetsLn 32$14.3M$15.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$563K$563K
Other salaries and wagesLn 7$33.0M$30.7M$2.2M$98K
Pension plan contributionsLn 8$971K$910K$58K$3K
Other employee benefitsLn 9$5.3M$4.7M$559K$13K
Payroll taxesLn 10$3.6M$3.3M$261K$11K
Legal feesLn 11b$45K$45K
Accounting feesLn 11c$129K$85K$44K
Other fees for servicesLn 11g$374K$374K$10
Advertising and promotionLn 12$67K$41K$20K$6K
Office expensesLn 13$1.3M$1.1M$189K$5K
OccupancyLn 16$2.8M$2.7M$162K$3K
TravelLn 17$3.3M$3.2M$48K$331
Conferences, conventions and meetingsLn 19$191K$135K$56K$287
InterestLn 20$417K$298K$116K$3K
Depreciation, depletion and amortizationLn 22$2.2M$2.0M$211K$4K
InsuranceLn 23$439K$244K$195K$250
Other expenses (24a–d)Ln 24$3.1M$2.8M$365K$2K
All other expensesLn 24e$457K$156K$301K$709
Total functional expensesLn 25$58.3M$52.7M$5.4M$151K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 12, 2025 $86.4M$82.7M$3.7M$26.5M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $80.6M$77.9M$2.7M$22.8M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $93.8M$92.5M$1.2M$20.3M 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $75.7M$76.6M−$884K$18.7M 990 PDF
FY2020 ViewingFiled with the IRS Nov 12, 2021 $60.0M$58.3M$1.8M$15.9M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $60,026,602 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $173,870$334,378
I-9 Program service revenuePrior year $63,385,042$59,572,790
I-10 Investment incomePrior year $2,345$27,159
I-11 Other revenuePrior year $404,267$92,275
I-12 Total revenuePrior year $63,965,524$60,026,602
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 $46,288,237$43,372,812
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $16,451,667$14,900,907
I-18 Total expensesPrior year $62,739,904$58,273,719
I-19 Revenue less expensesPrior year $1,225,620$1,752,883
Part VI · Governance 18 of 18 board members independent, 1 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsYes
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 $60,026,602 across 8 lines filed
Lines not itemized here account for $878,007 of total revenue; see the IRS return.
VIII-1b Membership dues$3,554
VIII-1f All other contributions, gifts and grants$330,824
VIII-1h Total contributions, gifts and grants$334,378
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $58,694,783$58,694,783
VIII-3 Investment incomeExcluded from tax $6,862$6,862
VIII-7 Net gain or loss on sales of assetsExcluded from tax $20,297$20,297
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $92,275$92,275
VIII-12 Total revenueRelated to mission $59,572,790 · Unrelated business $0 · Excluded from tax $119,434$60,026,602
Part IX · Statement of functional expenses $58,273,719 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $562,949$562,949
IX-7 Other salaries and wagesPrograms $30,679,185 · Management $2,188,725 · Fundraising $98,102$32,966,012
IX-8 Pension plan contributionsPrograms $909,986 · Management $58,293 · Fundraising $2,526$970,805
IX-9 Other employee benefitsPrograms $4,692,330 · Management $559,336 · Fundraising $13,024$5,264,690
IX-10 Payroll taxesPrograms $3,336,078 · Management $261,130 · Fundraising $11,148$3,608,356
IX-11b Legal feesManagement $44,604$44,604
IX-11c Accounting feesPrograms $84,852 · Management $44,148$129,000
IX-11g Other fees for servicesPrograms $374,318 · Fundraising $10$374,328
IX-12 Advertising and promotionPrograms $40,544 · Management $19,728 · Fundraising $6,308$66,580
IX-13 Office expensesPrograms $1,146,953 · Management $189,478 · Fundraising $5,400$1,341,831
IX-16 OccupancyPrograms $2,667,427 · Management $162,069 · Fundraising $2,947$2,832,443
IX-17 TravelPrograms $3,213,673 · Management $48,470 · Fundraising $331$3,262,474
IX-19 Conferences, conventions and meetingsPrograms $134,850 · Management $56,064 · Fundraising $287$191,201
IX-20 InterestPrograms $298,121 · Management $115,638 · Fundraising $3,148$416,907
IX-22 Depreciation, depletion and amortizationPrograms $1,986,758 · Management $210,725 · Fundraising $4,061$2,201,544
IX-23 InsurancePrograms $243,725 · Management $195,293 · Fundraising $250$439,268
IX-24 Other expenses (24a–d)Programs $2,776,483 · Management $364,667 · Fundraising $2,358$3,143,508
IX-24e All other expensesPrograms $155,512 · Management $300,998 · Fundraising $709$457,219
IX-25 Total functional expensesPrograms $52,740,795 · Management $5,382,315 · Fundraising $150,609$58,273,719
Part X · Balance sheet $34,312,023 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $3,242,679$8,360,217
X-2 Savings and temporary cash investmentsStart of year $404,815$751,165
X-4 Accounts receivableStart of year $12,015,873$6,361,461
X-8 Inventories for sale or useStart of year $55,585$118,135
X-9 Prepaid expenses and deferred chargesStart of year $511,127$597,370
X-10c Land, buildings and equipment, netStart of year $14,893,326$14,783,648
X-11 Publicly traded securitiesStart of year $837,389$1,056,994
X-15 Other assetsStart of year $1,268,201$2,283,033
X-16 Total assetsStart of year $33,228,995$34,312,023
X-17 Accounts payable and accrued expensesStart of year $5,260,232$3,663,744
X-19 Deferred revenueStart of year $189,648$112,907
X-21 Escrow or custodial accountsStart of year $170,630$216,414
X-23 Secured mortgages and notes payableStart of year $7,997,811$8,565,970
X-25 Other liabilitiesStart of year $5,284,567$5,859,890
X-26 Total liabilitiesStart of year $18,902,888$18,418,925
X-27 Net assets without donor restrictionsStart of year $14,314,100$15,793,591
X-28 Net assets with donor restrictionsStart of year $12,007$99,507
X-32 Total net assets or fund balancesStart of year $14,326,107$15,893,098
X-33 Total liabilities and net assetsStart of year $33,228,995$34,312,023
Part XI · Reconciliation of net assets $15,893,098 net assets at year end
XI-1 Total revenue$60,026,602
XI-2 Total expenses$58,273,719
XI-3 Revenue less expenses$1,752,883
XI-4 Net assets at start of year$14,326,107
XI-5 Net unrealized gains (losses) on investments−$169,992
XI-9 Other changes in net assets−$15,900
XI-10 Net assets at end of year$15,893,098

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

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