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.
$1.7M 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

FY2023 · 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
$1.7M
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: 1.8 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
$19.7M
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$80.6M
-14% vs prior year
Spent
$77.9M
To programs
91%
Net assets
$22.8M
By yearFY2020–FY2024
Revenue
$80.6M
FY2023▼ -14%
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
$77.9M
FY2023▼ -16%
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
$22.8M
FY2023▲ +13%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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% · $70.7M Management & general 9% · $7.0M Fundraising 0% · $210K

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

28 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director (started 04/23)
$280,815Pt VII · Sec A
Psychiatrist
$271,595Pt VII · Sec A
Executive Director (ended 03/23)
$258,944Pt VII · Sec A
Chief Financial Officer
$230,094Pt VII · Sec A
Associate Executive Director
$190,616Pt VII · Sec A
Controller
$181,076Pt VII · Sec A
Associate Executive Director
$149,064Pt VII · Sec A
Associate Executive Director (started 04/23)
$143,386Pt 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 →

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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 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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Provided by the organization

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3 programs · $62.2M · in their own filed words · FY2023
01

The residential department got back to living life to the fullest after the pandemic supporting 336 individuals in supervised residential settings. The goal is always to empower people to live fulfilling lives with the support and encouragement of their team; it was exciting to see people achieve goals, grow and develop their skills…

$39.1Mprogram expense
02

Day services provided supports to 558 people across a variety of site based and community settings. Programs supported individuals to develop meaningful relationships in their communities, pursue their interests and develop skills to increase independence and explore new opportunities.

$15.6Mprogram expense
03

The educational learning experience is constantly striving to improve our students lives by working closely with their families, home districts, counties and nysed (ny state education department) representatives. This includes promoting best practices across the department in order to support our students.

$7.5Mprogram 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
Total grants receivedfrom 1 funder$106K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$80.6M
Ln 12
Fees for servicesLn 2g$79.9M
Investment incomeLn 3$256K
Other incomeLn 4–11$223K
Money outPt IX
$77.9M
Ln 25
Programscol B$70.7M
Managementcol C$7.0M
Fundraisingcol D$210K
Owns and owesPt X
$22.8M
net assets · Ln 32
Cash and savingsLn 1–2$11.6M
Total assetsLn 16$42.5M
LiabilitiesLn 26$19.7M
PeoplePt VI, VII
28
listed · VII A
PaidVII A8
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$192K
Fees for servicesLn 2g$79.9M
Investment incomeLn 3$256K
Other incomeLn 4–11$223K
Gains on assetsLn 7$255K
Total revenueLn 12$80.6M
Assets in detailPt X, end of year
CashLn 1$11.2M
SavingsLn 2$399K
Cash and savings togetherLn 1–2$11.6M
InvestmentsLn 11–13$1.4M
Land, buildings, equipmentLn 10c$16.9M
Other assetsLn 15$3.5M
Total assetsLn 16$42.5M
LiabilitiesLn 26$19.7M
Net assetsLn 32$22.8M
OperationsPt I, VI
EmployeesI 51,607
VolunteersI 623
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 FY23End FY23
Cash and savingsLn 1–2$8.8M$11.6M
InvestmentsLn 11–13$1.2M$1.4M
Land, buildings, equipmentLn 10c$16.6M$16.9M
Total assetsLn 16$41.3M$42.5M
LiabilitiesLn 26$21.1M$19.7M
Net assetsLn 32$20.3M$22.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$881K$881K
Other salaries and wagesLn 7$45.2M$42.4M$2.7M$141K
Pension plan contributionsLn 8$1.3M$1.2M$84K$4K
Other employee benefitsLn 9$5.9M$5.2M$626K$20K
Payroll taxesLn 10$4.3M$4.0M$318K$13K
Legal feesLn 11b$36K$34K$2K
Accounting feesLn 11c$137K$137K
Other fees for servicesLn 11g$1.1M$1.1M
Advertising and promotionLn 12$125K$69K$49K$6K
Office expensesLn 13$1.3M$1.1M$199K$11K
OccupancyLn 16$4.8M$4.4M$437K$3K
TravelLn 17$4.9M$4.9M$47K$993
Conferences, conventions and meetingsLn 19$367K$111K$255K$984
Payments to affiliatesLn 21$177K$177K
Depreciation, depletion and amortizationLn 22$2.3M$2.1M$236K$4K
InsuranceLn 23$598K$488K$109K$629
Other expenses (24a–d)Ln 24$4.3M$3.7M$574K$3K
All other expensesLn 24e$225K$16K$208K$1K
Total functional expensesLn 25$77.9M$70.7M$7.0M$210K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $86.4M$82.7M$3.7M$26.5M 990 PDF
FY2023 Viewing $80.6M$77.9M$2.7M$22.8M 990 PDF
FY2022 $93.8M$92.5M$1.2M$20.3M 990 PDF
FY2021 $75.7M$76.6M−$884K$18.7M 990 PDF
FY2020 $60.0M$58.3M$1.8M$15.9M 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 J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $80,561,528 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,697,502$192,267
I-9 Program service revenuePrior year $91,752,344$79,890,525
I-10 Investment incomePrior year $19,353$255,994
I-11 Other revenuePrior year $317,865$222,742
I-12 Total revenuePrior year $93,787,064$80,561,528
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 $71,792,643$57,550,812
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $20,754,037$20,357,630
I-18 Total expensesPrior year $92,546,680$77,908,442
I-19 Revenue less expensesPrior year $1,240,384$2,653,086
Part VI · Governance 20 of 20 board members independent, 1 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
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 $80,561,528 across 8 lines filed
Lines not itemized here account for $1,806,611 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$192,267
VIII-1h Total contributions, gifts and grants$192,267
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $78,083,914$78,083,914
VIII-3 Investment incomeExcluded from tax $676$676
VIII-6 Net rental income or lossExcluded from tax $162,299$162,299
VIII-7 Net gain or loss on sales of assetsExcluded from tax $255,318$255,318
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $60,443$60,443
VIII-12 Total revenueRelated to mission $79,890,525 · Unrelated business $0 · Excluded from tax $478,736$80,561,528
Part IX · Statement of functional expenses $77,908,442 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $880,947$880,947
IX-7 Other salaries and wagesPrograms $42,358,817 · Management $2,689,634 · Fundraising $141,232$45,189,683
IX-8 Pension plan contributionsPrograms $1,194,379 · Management $84,133 · Fundraising $4,497$1,283,009
IX-9 Other employee benefitsPrograms $5,212,774 · Management $626,072 · Fundraising $19,628$5,858,474
IX-10 Payroll taxesPrograms $4,007,835 · Management $317,755 · Fundraising $13,109$4,338,699
IX-11b Legal feesPrograms $34,020 · Management $1,538$35,558
IX-11c Accounting feesManagement $137,139$137,139
IX-11g Other fees for servicesPrograms $1,052,564$1,052,564
IX-12 Advertising and promotionPrograms $68,922 · Management $49,451 · Fundraising $6,205$124,578
IX-13 Office expensesPrograms $1,110,210 · Management $199,281 · Fundraising $10,990$1,320,481
IX-16 OccupancyPrograms $4,390,049 · Management $436,948 · Fundraising $3,401$4,830,398
IX-17 TravelPrograms $4,861,332 · Management $47,478 · Fundraising $993$4,909,803
IX-19 Conferences, conventions and meetingsPrograms $111,096 · Management $254,780 · Fundraising $984$366,860
IX-21 Payments to affiliatesManagement $176,990$176,990
IX-22 Depreciation, depletion and amortizationPrograms $2,072,241 · Management $236,234 · Fundraising $3,973$2,312,448
IX-23 InsurancePrograms $487,954 · Management $109,435 · Fundraising $629$598,018
IX-24 Other expenses (24a–d)Programs $3,690,841 · Management $573,586 · Fundraising $3,352$4,267,779
IX-24e All other expensesPrograms $16,195 · Management $207,770 · Fundraising $1,049$225,014
IX-25 Total functional expensesPrograms $70,669,229 · Management $7,029,171 · Fundraising $210,042$77,908,442
Part X · Balance sheet $42,488,574 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $8,389,357$11,234,786
X-2 Savings and temporary cash investmentsStart of year $416,614$398,573
X-4 Accounts receivableStart of year $11,285,168$8,254,914
X-8 Inventories for sale or useStart of year $70,479$70,479
X-9 Prepaid expenses and deferred chargesStart of year $794,322$683,785
X-10c Land, buildings and equipment, netStart of year $16,578,399$16,885,923
X-11 Publicly traded securitiesStart of year $1,185,116$1,449,250
X-15 Other assetsStart of year $2,599,957$3,510,864
X-16 Total assetsStart of year $41,319,412$42,488,574
X-17 Accounts payable and accrued expensesStart of year $6,463,870$4,569,907
X-19 Deferred revenueStart of year $198,450$410,671
X-25 Other liabilitiesStart of year $5,735,700$7,189,973
X-26 Total liabilitiesStart of year $21,065,623$19,653,408
X-27 Net assets without donor restrictionsStart of year $20,110,532$22,691,909
X-28 Net assets with donor restrictionsStart of year $143,257$143,257
X-32 Total net assets or fund balancesStart of year $20,253,789$22,835,166
X-33 Total liabilities and net assetsStart of year $41,319,412$42,488,574
Part XI · Reconciliation of net assets $22,835,166 net assets at year end
XI-1 Total revenue$80,561,528
XI-2 Total expenses$77,908,442
XI-3 Revenue less expenses$2,653,086
XI-4 Net assets at start of year$20,253,789
XI-5 Net unrealized gains (losses) on investments−$71,709
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$22,835,166

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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