Otsego County Chapter: FY2023 Nonprofit Profile & Form 990 (EIN 16-0953477)

Name	FY2024	FY2023	FY2022	FY2021	FY2020
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.

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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 · $13.4M · in their own filed words · FY2023

01

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

$7.5Mprogram expense

02

Vocational Services

204 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.

$3.2Mprogram expense

03

Day Services

Supports and services are provided to 79 individuals in both site-based and community-based programs including day habilitation, day habilitation without walls and day treatment.

$2.7Mprogram 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

Community Foundation of Otsego County INCFY2025$16K

Total grants receivedfrom 1 funder$16K

By the numbers

The FY2023 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$19.1M

Ln 12

Fees for servicesLn 2g$15.7M

Other incomeLn 4–11$3.0M

Investment incomeLn 3$279K

Money outPt IX

$17.8M

Ln 25

Programscol B$15.6M

Managementcol C$2.0M

Fundraisingcol D$150K

Owns and owesPt X

$7.2M

net assets · Ln 32

Cash and savingsLn 1–2$5.1M

Total assetsLn 16$10.3M

LiabilitiesLn 26$3.1M

PeoplePt VI, VII

11

listed · VII A

PaidVII A4

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$181K

Government grantsLn 1e$54K

Fees for servicesLn 2g$15.7M

Investment incomeLn 3$279K

Other incomeLn 4–11$3.0M

Gains on assetsLn 7$20K

Total revenueLn 12$19.1M

Assets in detailPt X, end of year

CashLn 1$5.1M

Cash and savings togetherLn 1–2$5.1M

Land, buildings, equipmentLn 10c$1.5M

Other assetsLn 15$982K

Total assetsLn 16$10.3M

LiabilitiesLn 26$3.1M

Net assetsLn 32$7.2M

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$4.3M	$5.1M
Land, buildings, equipmentLn 10c	$1.4M	$1.5M
Total assetsLn 16	$8.6M	$10.3M
LiabilitiesLn 26	$2.7M	$3.1M
Net assetsLn 32	$5.8M	$7.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$375K		$375K
Other salaries and wagesLn 7	$10.8M	$10.0M	$724K	$87K
Pension plan contributionsLn 8	$231K	$198K	$30K	$3K
Other employee benefitsLn 9	$1.9M	$1.8M	$152K	$3K
Payroll taxesLn 10	$822K	$719K	$92K	$11K
Accounting feesLn 11c	$54K		$54K
Other fees for servicesLn 11g	$333K	$144K	$189K	$405
Advertising and promotionLn 12	$35K	$2K	$17K	$16K
Office expensesLn 13	$463K	$247K	$209K	$7K
OccupancyLn 16	$935K	$864K	$70K	$730
TravelLn 17	$123K	$117K	$5K	$794
Conferences, conventions and meetingsLn 19	$49K	$21K	$27K	$1K
InterestLn 20	$9K	$9K		−$516
Depreciation, depletion and amortizationLn 22	$355K	$439K	−$86K	$2K
InsuranceLn 23	$288K	$214K	$74K	$286
Other expenses (24a–d)Ln 24	$728K	$720K	$7K	$1K
All other expensesLn 24e	$248K	$184K	$48K	$17K
Total functional expensesLn 25	$17.8M	$15.6M	$2.0M	$150K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$19.5M	$18.6M	$954K	$8.1M	990 PDF
FY2023 Viewing	$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	$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 FY2023 990 (6 parts)

Part I · Summary $19,112,639 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $257,500$180,828

I-9 Program service revenuePrior year $16,794,696$15,652,230

I-10 Investment incomePrior year $850$278,956

I-11 Other revenuePrior year $2,498,862$3,000,625

I-12 Total revenuePrior year $19,551,908$19,112,639

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 $15,385,184$14,145,452

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $3,481,038$3,621,454

I-18 Total expensesPrior year $18,866,222$17,766,906

I-19 Revenue less expensesPrior year $685,686$1,345,733

Part VI · Governance 7 of 7 board members independent, no flags

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

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 $19,112,639 across 10 lines filed

Lines not itemized here account for $3,360,766 of total revenue; see the IRS return.

VIII-1b Membership dues$2,340

VIII-1d Related organizations$30,346

VIII-1e Government grants$54,010

VIII-1f All other contributions, gifts and grants$94,132

VIII-1h Total contributions, gifts and grants$180,828

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,137,665$15,137,665

VIII-3 Investment incomeExcluded from tax $258,830$258,830

VIII-7 Net gain or loss on sales of assetsExcluded from tax $20,126$20,126

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $154,424$154,424

VIII-12 Total revenueRelated to mission $18,652,855 · Unrelated business $0 · Excluded from tax $278,956$19,112,639

Part IX · Statement of functional expenses $17,766,906 across 17 lines filed

IX-5 Pay of current officers, directors and key staffManagement $374,779$374,779

IX-7 Other salaries and wagesPrograms $9,975,967 · Management $724,333 · Fundraising $86,959$10,787,259

IX-8 Pension plan contributionsPrograms $197,950 · Management $29,572 · Fundraising $3,107$230,629

IX-9 Other employee benefitsPrograms $1,776,472 · Management $151,645 · Fundraising $2,532$1,930,649

IX-10 Payroll taxesPrograms $718,519 · Management $92,173 · Fundraising $11,444$822,136

IX-11c Accounting feesManagement $54,378$54,378

IX-11g Other fees for servicesPrograms $143,826 · Management $188,729 · Fundraising $405$332,960

IX-12 Advertising and promotionPrograms $1,679 · Management $17,054 · Fundraising $16,024$34,757

IX-13 Office expensesPrograms $246,773 · Management $208,996 · Fundraising $7,140$462,909

IX-16 OccupancyPrograms $864,167 · Management $70,252 · Fundraising $730$935,149

IX-17 TravelPrograms $117,373 · Management $4,990 · Fundraising $794$123,157

IX-19 Conferences, conventions and meetingsPrograms $20,735 · Management $27,402 · Fundraising $1,345$49,482

IX-20 InterestPrograms $9,300 · Fundraising −$516$8,784

IX-22 Depreciation, depletion and amortizationPrograms $439,069 · Management −$85,557 · Fundraising $1,934$355,446

IX-23 InsurancePrograms $213,645 · Management $74,322 · Fundraising $286$288,253

IX-24 Other expenses (24a–d)Programs $719,836 · Management $6,587 · Fundraising $1,258$727,681

IX-24e All other expensesPrograms $183,864 · Management $47,781 · Fundraising $16,853$248,498

IX-25 Total functional expensesPrograms $15,629,175 · Management $1,987,436 · Fundraising $150,295$17,766,906

Part X · Balance sheet $10,266,210 assets, 14 lines filed

X-1 Cash, non-interest-bearingStart of year $4,298,161$5,146,663

X-4 Accounts receivableStart of year $2,220,671$2,508,092

X-8 Inventories for sale or useStart of year $137,323$54,138

X-9 Prepaid expenses and deferred chargesStart of year $65,973$85,845

X-10c Land, buildings and equipment, netStart of year $1,443,531$1,489,235

X-15 Other assetsStart of year $393,940$982,237

X-16 Total assetsStart of year $8,559,599$10,266,210

X-17 Accounts payable and accrued expensesStart of year $2,300,287$2,242,189

X-19 Deferred revenueStart of year $108,666$68,732

X-25 Other liabilitiesStart of year $77,125$75,897

X-26 Total liabilitiesStart of year $2,712,867$3,073,745

X-27 Net assets without donor restrictionsStart of year $5,846,732$7,192,465

X-32 Total net assets or fund balancesStart of year $5,846,732$7,192,465

X-33 Total liabilities and net assetsStart of year $8,559,599$10,266,210

Part XI · Reconciliation of net assets $7,192,465 net assets at year end

XI-1 Total revenue$19,112,639

XI-2 Total expenses$17,766,906

XI-3 Revenue less expenses$1,345,733

XI-4 Net assets at start of year$5,846,732

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$7,192,465

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

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Otsego County Chapter FY2023 filing

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