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Jeffersons Ferry Foundation

Tax-deductible

South Setauket, NY501(c)(3)Housing EIN 20-5041160Revenue $793K in FY2024

On file with the IRSjeffersonsferry.orgOne Jefferson Ferry Drive, 11720-4707 · South Setauket, NYTax-exempt since May 2007Supporting organization — 509(a)(3)

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To promote & raise funds to enhance services for residents & staff of this lifecare community.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Run by 26 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · 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
2 of 5
filings with a surplus
Average deficit $56K a year · 10% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Plus $1.3M in investments, Pt X · Ln 11–13
Looks good: 11.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $16K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$839K
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$793K
+36% vs prior year
Spent
$1.1M
To programs
77%
Net assets
$1.8M
By yearFY2020–FY2024
Revenue
$793K
FY2024▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2020$365K
FY2021$541K
FY2022$423K
FY2023$582K
FY2024$793K
Expenses
$1.1M
FY2024▲ +133%
Tap a bar for its year
Expenses by fiscal year
FY2020$408K
FY2021$377K
FY2022$559K
FY2023$493K
FY2024$1.1M
Net assets
$1.8M
FY2024▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.2M
FY2022$1.9M
FY2023$2.0M
FY2024$1.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2007.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $879K Management & general 1% · $7K Fundraising 23% · $263K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation
Robert Caulfield
Chief Executive Officer
$0Pt VII · Sec A
$0Pt VII · Sec A
James Danowski
Vice-Chair
$0Pt VII · Sec A
John Sini
Treasurer
$0Pt VII · Sec A
Wayne Shattes
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Jeffersons Ferry Foundation 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 15aNo

Programs and updates

Raises funds to improve services for residents and staff.

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Provided by the organization

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1 program · $879K · in their own filed words · FY2024
01

The jefferson's ferry foundation exists to support active retirement community, inc., doing business as jefferson's ferry, a lifecare community dedicated to serving older adults. The foundation promotes benevolence by engaging residents, families, staff, volunteers, and community stakeholders to nurture the emotional, spiritual, and…

$879Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$10K
Vanguard Charitable Endowment ProgramFY2024$5K
Total grants receivedfrom 2 funders$16K
Grants paid · 5 grants · $1.1M · 2020–2024
Active Retirement Community INCNY · FY2024$649,848
Active Retirement Community INCNY · FY2023$47,612
Active Retirement Community INCNY · FY2022$314,994
Active Retirement Community INCNY · FY2021$32,562
Active Retirement Community INCNY · FY2020$39,781

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$793K
Ln 12
Gifts and grantsLn 1h$762K
Investment incomeLn 3$57K
Money outPt IX
$1.1M
Ln 25
Programscol B$879K
Managementcol C$7K
Fundraisingcol D$263K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$2.6M
LiabilitiesLn 26$839K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$762K
Fundraising eventsLn 1c$117K
Investment incomeLn 3$57K
Gains on assetsLn 7$19K
Total revenueLn 12$793K
Assets in detailPt X, end of year
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$1.3M
Other assetsLn 15$231K
Total assetsLn 16$2.6M
LiabilitiesLn 26$839K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 626
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 FY24End FY24
Cash and savingsLn 1–2$668K$1.1M
InvestmentsLn 11–13$1.1M$1.3M
Total assetsLn 16$2.1M$2.6M
LiabilitiesLn 26$20K$839K
Net assetsLn 32$2.0M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$873K$873K
Other salaries and wagesLn 7$151K$151K
Other employee benefitsLn 9$13K$13K
Payroll taxesLn 10$12K$12K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$3K$3K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$3K$1K$2K
Information technologyLn 14$5K$5K
Other expenses (24a–d)Ln 24$78K$78K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$1.1M$879K$7K$263K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $793K$1.1M−$355K$1.8M 990 PDF
FY2023 $582K$493K$89K$2.0M 990 PDF
FY2022 $423K$559K−$137K$1.9M 990 PDF
FY2021 $541K$377K$164K$2.2M 990 PDF
FY2020 $365K$408K−$43K$1.9M 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $793,412 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $426,612$761,866
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $157,350$56,511
I-11 Other revenuePrior year −$1,506−$24,965
I-12 Total revenuePrior year $582,456$793,412
I-13 Grants and similar amounts paidPrior year $336,608$873,254
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $132,209$176,393
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $24,240$99,101
I-18 Total expensesPrior year $493,057$1,148,748
I-19 Revenue less expensesPrior year $89,399−$355,336
Part VI · Governance 9 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $793,412 across 7 lines filed
Lines not itemized here account for $9,876 of total revenue; see the IRS return.
VIII-1c Fundraising events$117,356
VIII-1f All other contributions, gifts and grants$644,510
VIII-1h Total contributions, gifts and grants$761,866
VIII-3 Investment incomeExcluded from tax $37,888$37,888
VIII-7 Net gain or loss on sales of assetsExcluded from tax $18,623$18,623
VIII-8 Net income from fundraising eventsExcluded from tax −$34,841−$34,841
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $31,546$793,412
Part IX · Statement of functional expenses $1,148,748 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $873,254$873,254
IX-7 Other salaries and wagesFundraising $151,064$151,064
IX-9 Other employee benefitsFundraising $13,460$13,460
IX-10 Payroll taxesFundraising $11,869$11,869
IX-11c Accounting feesManagement $3,900$3,900
IX-11f Investment management feesManagement $2,872$2,872
IX-12 Advertising and promotionFundraising $5,127$5,127
IX-13 Office expensesPrograms $1,250 · Fundraising $1,549$2,799
IX-14 Information technologyPrograms $4,630$4,630
IX-24 Other expenses (24a–d)Fundraising $77,544$77,544
IX-24e All other expensesFundraising $2,229$2,229
IX-25 Total functional expensesPrograms $879,134 · Management $6,772 · Fundraising $262,842$1,148,748
Part X · Balance sheet $2,619,267 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $668,276$1,096,012
X-3 Pledges and grants receivableStart of year $12,550$7,942
X-9 Prepaid expenses and deferred chargesStart of year $7,826$11,088
X-11 Publicly traded securitiesStart of year $612,525$698,732
X-12 Other securitiesStart of year $519,462$574,310
X-15 Other assetsStart of year $245,845$231,183
X-16 Total assetsStart of year $2,066,484$2,619,267
X-17 Accounts payable and accrued expensesStart of year $20,362$1,556
X-25 Other liabilitiesStart of year $103$837,745
X-26 Total liabilitiesStart of year $20,465$839,301
X-27 Net assets without donor restrictionsStart of year $725,990$857,431
X-28 Net assets with donor restrictionsStart of year $1,320,029$922,535
X-32 Total net assets or fund balancesStart of year $2,046,019$1,779,966
X-33 Total liabilities and net assetsStart of year $2,066,484$2,619,267
Part XI · Reconciliation of net assets $1,779,966 net assets at year end
XI-1 Total revenue$793,412
XI-2 Total expenses$1,148,748
XI-3 Revenue less expenses−$355,336
XI-4 Net assets at start of year$2,046,019
XI-5 Net unrealized gains (losses) on investments$84,544
XI-9 Other changes in net assets$4,739
XI-10 Net assets at end of year$1,779,966

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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