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Harmonia Collaborative Care INC FY2020 filing

Tax-deductible

Derby, NY501(c)(3)Since 1971 EIN 16-1013562Revenue $2.7M in FY2020

On file with the IRSharmonia-care.org6722 Erie Rd, 14047-9670 · Derby, NYTax-exempt since Jul 1972Publicly supported charity — 170(b)(1)(A)(vi)

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Our mission is to deliver the needed human services intended to reduce social and emotional distress & thereby improving individual/family functioning and quality of life.we will accomplish this with a professional dedicated staff, government support & community involvement.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$102K 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
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
3 of 6
filings with a surplus
Average deficit $59K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$102K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $255K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$487K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
Spent
$2.2M
To programs
88%
Net assets
$1.4M
By yearFY2020–FY2025
Revenue
$2.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.7M
FY2021$3.0M
FY2022$2.9M
FY2023$3.2M
FY2024$2.8M
FY2025$3.1M
Expenses
$2.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.2M
FY2021$3.0M
FY2022$2.9M
FY2023$3.5M
FY2024$3.6M
FY2025$3.0M
Net assets
$1.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.4M
FY2022$1.4M
FY2023$1.1M
FY2024$358K
FY2025$534K

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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1972.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.9M Management & general 11% · $250K Fundraising 1% · $21K

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; $102K paid to officers and key staff.

Part VII, Section A · reportable compensation
$101,757Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Rajan Patel
Director
$0Pt VII · Sec A
Thomas Gordon
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Louis Atti
Vice Chair
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2021FY2020
Valerie Nowak$125,390$116,916$105,029$101,757

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 Harmonia Collaborative Care 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

Provides human services to reduce distress, improve functioning, and enhance quality of life.

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Provided by the organization

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3 programs · $1.9M · in their own filed words · FY2020
01

The state-licensed behavioral clinic provides services related to the treatment of mental illness through intervention, referral, counseling and community education. This is accomplished through specialized programs for stress management, parenting, anger management, assertive communication, juvenile offenders and domestic violence.

$1.4Mprogram expense
02

The senior care management program provides assistance to senior adults and their families in the areas of in-home health care, meals, nutrition and housekeeping; home energy; financial and medical insurance; volunteer services; and caregivers support groups.

$307Kprogram expense
03

Provide support and assistance to medicaid clientele who need help managing their chronic health issues.

$175Kprogram 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
The Peter and Elizabeth C Tower FoundationFY2024$250K
Daniel & Flavia Gernata Family FoundationFY2024$5K
Total grants receivedfrom 2 funders$255K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.7M
Ln 12
Fees for servicesLn 2g$2.0M
Gifts and grantsLn 1h$677K
Investment incomeLn 3$16K
Money outPt IX
$2.2M
Ln 25
Programscol B$1.9M
Managementcol C$250K
Fundraisingcol D$21K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$830K
Total assetsLn 16$1.9M
LiabilitiesLn 26$487K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$677K
Government grantsLn 1e$444K
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$16K
Gains on assetsLn 7$5K
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$830K
Cash and savings togetherLn 1–2$830K
InvestmentsLn 11–13$360K
Land, buildings, equipmentLn 10c$338K
Other assetsLn 15$60K
Total assetsLn 16$1.9M
LiabilitiesLn 26$487K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 558
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$332K$830K
InvestmentsLn 11–13$331K$360K
Land, buildings, equipmentLn 10c$350K$338K
Total assetsLn 16$1.3M$1.9M
LiabilitiesLn 26$485K$487K
Net assetsLn 32$838K$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$101K$88K$13K
Other salaries and wagesLn 7$1.2M$1.1M$71K
Pension plan contributionsLn 8$35K$30K$5K$55
Other employee benefitsLn 9$85K$80K$5K$491
Payroll taxesLn 10$102K$89K$12K$983
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$177K$177K
Office expensesLn 13$50K$40K$10K$508
OccupancyLn 16$39K$38K$1K$173
TravelLn 17$12K$12K$180
Conferences, conventions and meetingsLn 19$19K$11K$9K
InterestLn 20$13K$13K
Depreciation, depletion and amortizationLn 22$11K$7K$5K
InsuranceLn 23$19K$17K$2K$70
Other expenses (24a–d)Ln 24$239K$230K$6K$3K
All other expensesLn 24e$89K$73K$13K$3K
Total functional expensesLn 25$2.2M$1.9M$250K$21K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.1M$3.0M$187K$534K 990 PDF
FY2024 $2.8M$3.6M−$798K$358K 990 PDF
FY2023 $3.2M$3.5M−$283K$1.1M 990 PDF
FY2022 $2.9M$2.9M−$10K$1.4M 990 PDF
FY2021 $3.0M$3.0M$16K$1.4M 990 PDF
FY2020 Viewing $2.7M$2.2M$536K$1.4M 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 FY2020 990 (6 parts)
Part I · Summary $2,732,701 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $271,680$676,619
I-9 Program service revenuePrior year $1,781,972$2,040,069
I-10 Investment incomePrior year $9,421$16,013
I-11 Other revenuePrior year $2,191$0
I-12 Total revenuePrior year $2,065,264$2,732,701
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,225,800$1,518,829
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $768,324$677,373
I-18 Total expensesPrior year $1,994,124$2,196,202
I-19 Revenue less expensesPrior year $71,140$536,499
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,732,701 across 7 lines filed
VIII-1e Government grants$444,031
VIII-1f All other contributions, gifts and grants$232,588
VIII-1h Total contributions, gifts and grants$676,619
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,040,069$2,040,069
VIII-3 Investment incomeExcluded from tax $10,955$10,955
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,058$5,058
VIII-12 Total revenueRelated to mission $2,040,069 · Unrelated business $0 · Excluded from tax $16,013$2,732,701
Part IX · Statement of functional expenses $2,196,202 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $88,326 · Fundraising $13,087$101,413
IX-7 Other salaries and wagesPrograms $1,123,513 · Management $71,289$1,194,802
IX-8 Pension plan contributionsPrograms $30,062 · Management $4,945 · Fundraising $55$35,062
IX-9 Other employee benefitsPrograms $80,028 · Management $4,793 · Fundraising $491$85,312
IX-10 Payroll taxesPrograms $89,045 · Management $12,212 · Fundraising $983$102,240
IX-11c Accounting feesManagement $6,650$6,650
IX-11f Investment management feesManagement $2,169$2,169
IX-11g Other fees for servicesPrograms $176,564$176,564
IX-13 Office expensesPrograms $40,311 · Management $9,576 · Fundraising $508$50,395
IX-16 OccupancyPrograms $37,596 · Management $1,062 · Fundraising $173$38,831
IX-17 TravelPrograms $11,570 · Management $180$11,750
IX-19 Conferences, conventions and meetingsPrograms $10,613 · Management $8,630$19,243
IX-20 InterestManagement $13,326$13,326
IX-22 Depreciation, depletion and amortizationPrograms $6,618 · Management $4,711$11,329
IX-23 InsurancePrograms $16,659 · Management $2,093 · Fundraising $70$18,822
IX-24 Other expenses (24a–d)Programs $230,456 · Management $6,475 · Fundraising $2,538$239,469
IX-24e All other expensesPrograms $72,860 · Management $13,108 · Fundraising $2,857$88,825
IX-25 Total functional expensesPrograms $1,925,895 · Management $249,545 · Fundraising $20,762$2,196,202
Part X · Balance sheet $1,873,933 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $331,932$829,685
X-4 Accounts receivableStart of year $226,888$274,141
X-9 Prepaid expenses and deferred chargesStart of year $9,078$11,312
X-10c Land, buildings and equipment, netStart of year $349,585$338,255
X-11 Publicly traded securitiesStart of year $330,929$360,348
X-15 Other assetsStart of year $74,289$60,192
X-16 Total assetsStart of year $1,322,701$1,873,933
X-17 Accounts payable and accrued expensesStart of year $99,104$121,497
X-19 Deferred revenueStart of year $72,954$82,957
X-26 Total liabilitiesStart of year $484,688$487,481
X-27 Net assets without donor restrictionsStart of year $838,013$1,373,462
X-28 Net assets with donor restrictions$12,990
X-32 Total net assets or fund balancesStart of year $838,013$1,386,452
X-33 Total liabilities and net assetsStart of year $1,322,701$1,873,933
Part XI · Reconciliation of net assets $1,386,452 net assets at year end
XI-1 Total revenue$2,732,701
XI-2 Total expenses$2,196,202
XI-3 Revenue less expenses$536,499
XI-4 Net assets at start of year$838,013
XI-5 Net unrealized gains (losses) on investments$16,191
XI-9 Other changes in net assets−$4,251
XI-10 Net assets at end of year$1,386,452

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

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