To improve the quality of life for people with intellectual and other developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$385K 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
5 of 5
filings with a surplus
Average surplus $760K a year · 4% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$385K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.8M
Spent
$15.3M
To programs
87%
Net assets
$4.9M
By yearFY2020–FY2024
Revenue
$15.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$15.8M
FY2021$15.9M
FY2022$19.6M
FY2023$19.1M
FY2024$19.5M
Expenses
$15.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$15.3M
FY2021$15.6M
FY2022$18.9M
FY2023$17.8M
FY2024$18.6M
Net assets
$4.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$4.9M
FY2021$5.2M
FY2022$5.8M
FY2023$7.2M
FY2024$8.1M

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 May 1954.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $13.2M Management & general 13% · $1.9M Fundraising 1% · $133K

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

9 people listed on the 990; $385K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$169,362Pt VII · Sec A
$110,435Pt VII · Sec A
$105,163Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Todd Hansen—$170,213$160,162$144,801$110,435
Patricia a Knuth———$105,253$169,362
Lorie Sherman$133,550$120,961$129,462——
Cynthia Roe—$103,418$124,173——
Adam Clouse—$123,279$7,010——
Sara Hanlon$120,870————
Darcy Dibble——$118,977$113,583$105,163
Petrea Delberta$118,088————

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 Otsego County 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enhances the quality of life for individuals with intellectual and developmental disabilities.

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Provided by the organization

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3 programs · $11.5M · in their own filed words · FY2020
01

Residential services provided to 62 individuals in both supported and supervised homes certified as individualized residential alternatives.

$6.2Mprogram expense
02

Day Services

Supports and services are provided to 162 individuals in both site-based and community-based programs including day habilitation, day habilitation without walls and day treatment.

$2.9Mprogram expense
03

Vocational Services

183 individuals are served in a variety of site- and community- based services including prevocational services, supportive employment, school-to-work transition, pathways to employment and other individualized employment training supports and services.

$2.4Mprogram 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 · FY2025
Total grants receivedfrom 1 funder$16K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$15.8M
Ln 12
Fees for servicesLn 2g$13.7M
Other incomeLn 4–11$1.5M
Gifts and grantsLn 1h$663K
Money outPt IX
$15.3M
Ln 25
Programscol B$13.2M
Managementcol C$1.9M
Fundraisingcol D$133K
Owns and owesPt X
$4.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$7.4M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
9
listed · VII A
PaidVII A3
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$663K
Government grantsLn 1e$464K
Fees for servicesLn 2g$13.7M
Investment incomeLn 3$7K
Other incomeLn 4–11$1.5M
Gains on assetsLn 7$2K
Total revenueLn 12$15.8M
Assets in detailPt X, end of year
CashLn 1$3.4M
Cash and savings togetherLn 1–2$3.4M
Land, buildings, equipmentLn 10c$1.8M
Other assetsLn 15$312K
Total assetsLn 16$7.4M
LiabilitiesLn 26$2.5M
Net assetsLn 32$4.9M
OperationsPt I, VI
EmployeesI 5338
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$1.4M$3.4M
Land, buildings, equipmentLn 10c$2.4M$1.8M
Total assetsLn 16$6.5M$7.4M
LiabilitiesLn 26$2.2M$2.5M
Net assetsLn 32$4.3M$4.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$439K$439K
Other salaries and wagesLn 7$9.0M$8.3M$679K$82K
Pension plan contributionsLn 8$168K$166K$392$2K
Other employee benefitsLn 9$1.4M$1.3M$151K$10K
Payroll taxesLn 10$916K$837K$78K$1K
Accounting feesLn 11c$54K$54K
Other fees for servicesLn 11g$287K$223K$62K$800
Office expensesLn 13$564K$325K$233K$6K
OccupancyLn 16$702K$656K$45K$484
TravelLn 17$88K$84K$4K$649
Conferences, conventions and meetingsLn 19$28K$9K$17K$2K
InterestLn 20$13K$12K$1K
Depreciation, depletion and amortizationLn 22$510K$442K$61K$7K
InsuranceLn 23$226K$157K$69K
Other expenses (24a–d)Ln 24$560K$552K$4K$5K
All other expensesLn 24e$233K$193K$24K$17K
Total functional expensesLn 25$15.3M$13.2M$1.9M$133K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $19.5M$18.6M$954K$8.1M 990 PDF
FY2023 $19.1M$17.8M$1.3M$7.2M 990 PDF
FY2022 $19.6M$18.9M$686K$5.8M 990 PDF
FY2021 $15.9M$15.6M$260K$5.2M 990 PDF
FY2020 Viewing $15.8M$15.3M$554K$4.9M 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 FY2020 990 (6 parts)
Part I · Summary $15,813,398 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $561,494$662,758
I-9 Program service revenuePrior year $14,426,661$13,677,469
I-10 Investment incomePrior year $8,824$7,142
I-11 Other revenuePrior year $1,484,763$1,466,029
I-12 Total revenuePrior year $16,481,742$15,813,398
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 $11,972,429$11,992,591
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,706,823$3,266,394
I-18 Total expensesPrior year $15,679,252$15,258,985
I-19 Revenue less expensesPrior year $802,490$554,413
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
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 $15,813,398 across 10 lines filed
Lines not itemized here account for $1,401,126 of total revenue; see the IRS return.
VIII-1b Membership dues$1,125
VIII-1d Related organizations$60,000
VIII-1e Government grants$464,416
VIII-1f All other contributions, gifts and grants$137,217
VIII-1h Total contributions, gifts and grants$662,758
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,677,469$13,677,469
VIII-3 Investment incomeExcluded from tax $5,102$5,102
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,040$2,040
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $64,903$64,903
VIII-12 Total revenueRelated to mission $15,143,498 · Unrelated business $0 · Excluded from tax $7,142$15,813,398
Part IX · Statement of functional expenses $15,258,985 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $438,879$438,879
IX-7 Other salaries and wagesPrograms $8,278,133 · Management $678,707 · Fundraising $81,731$9,038,571
IX-8 Pension plan contributionsPrograms $165,628 · Management $392 · Fundraising $2,013$168,033
IX-9 Other employee benefitsPrograms $1,269,920 · Management $150,762 · Fundraising $10,456$1,431,138
IX-10 Payroll taxesPrograms $836,505 · Management $78,051 · Fundraising $1,414$915,970
IX-11c Accounting feesManagement $54,413$54,413
IX-11g Other fees for servicesPrograms $223,475 · Management $62,476 · Fundraising $800$286,751
IX-13 Office expensesPrograms $325,112 · Management $233,225 · Fundraising $5,551$563,888
IX-16 OccupancyPrograms $656,252 · Management $45,435 · Fundraising $484$702,171
IX-17 TravelPrograms $84,190 · Management $3,567 · Fundraising $649$88,406
IX-19 Conferences, conventions and meetingsPrograms $9,167 · Management $17,145 · Fundraising $1,714$28,026
IX-20 InterestPrograms $11,788 · Management $1,383$13,171
IX-22 Depreciation, depletion and amortizationPrograms $441,995 · Management $60,837 · Fundraising $6,912$509,744
IX-23 InsurancePrograms $156,948 · Management $69,192$226,140
IX-24 Other expenses (24a–d)Programs $551,588 · Management $3,692 · Fundraising $4,969$560,249
IX-24e All other expensesPrograms $192,835 · Management $23,927 · Fundraising $16,673$233,435
IX-25 Total functional expensesPrograms $13,203,536 · Management $1,922,083 · Fundraising $133,366$15,258,985
Part X · Balance sheet $7,385,407 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,443,836$3,429,085
X-4 Accounts receivableStart of year $2,296,948$1,553,509
X-8 Inventories for sale or useStart of year $96,430$90,843
X-9 Prepaid expenses and deferred chargesStart of year $30,848$240,862
X-10c Land, buildings and equipment, netStart of year $2,435,595$1,759,237
X-15 Other assetsStart of year $214,160$311,871
X-16 Total assetsStart of year $6,517,817$7,385,407
X-17 Accounts payable and accrued expensesStart of year $1,707,912$1,881,011
X-19 Deferred revenueStart of year $100,009$42,451
X-25 Other liabilitiesStart of year $97,966$103,781
X-26 Total liabilitiesStart of year $2,171,536$2,484,713
X-27 Net assets without donor restrictionsStart of year $4,346,281$4,900,694
X-32 Total net assets or fund balancesStart of year $4,346,281$4,900,694
X-33 Total liabilities and net assetsStart of year $6,517,817$7,385,407
Part XI · Reconciliation of net assets $4,900,694 net assets at year end
XI-1 Total revenue$15,813,398
XI-2 Total expenses$15,258,985
XI-3 Revenue less expenses$554,413
XI-4 Net assets at start of year$4,346,281
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,900,694

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

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