Nepa Inclusive FY2022 filing

Tax-deductible

Pittston, PA501(c)(3)Since 2013EmploymentEIN 46-4377579Revenue $3.1M in FY2022

On file with the IRSnepainclusive.org22 East St Ste 3, 18640-1100 · Pittston, PATax-exempt since Oct 2015Publicly supported charity — 170(b)(1)(A)(vi)

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To create and support Inclusive and sustainable lives for people with disabilities

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$103K 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

FY2022 · 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 $216K a year · 6% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$103K
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
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $28K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$92K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
+5% vs prior year
Spent
$3.0M
To programs
78%
Net assets
$814K
By yearFY2020–FY2024
Revenue
$3.1M
FY2022▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$2.9M
FY2022$3.1M
FY2023$4.0M
FY2024$5.1M
FY2024$5.4M
Expenses
$3.0M
FY2022▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$2.4M
FY2022$3.0M
FY2023$4.1M
FY2024$4.7M
FY2024$5.4M
Net assets
$814K
FY2022▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$259K
FY2021$738K
FY2022$814K
FY2023$809K
FY2024$1.2M
FY2024$1.2M

From the FY2022 Form 990 (year ending June 2022) · 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 Oct 2015.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $2.3M Management & general 21% · $637K Fundraising 0% · $14K

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

14 people listed on the 990; $103K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President/CEO
$103,433Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Frank Bartoli’s $127K as President/Ce is at the 49th percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2024FY2024FY2023FY2022FY2021FY2020
Frank Bartoli$126,997$107,902$117,786$103,433$94,572$83,775

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

Empowers people with disabilities to live inclusive, sustainable lives.

Provided by the organization

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3 programs · $2.3M · in their own filed words · FY2021
01

In-home and Community Supports helps people at home and in their community offering companionship services, socialization, and participation in local activities. One on one support is also provided along with supported living either in their family home or their own home or apartment.

$2.0Mprogram expense
02

Vocational Rehabilitation offers job finding, coaching, training, and pre-employment skill assessment and career path identification for adults and high school students ages 14 and older.

$159Kprogram expense
03

Supported Employment helps people find and keep the jobs they want, at local businesses, making at least the minimum wage and usually the same rate as anyone else in the same job.

$91Kprogram 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 4 funders$28K
See all 4 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Fees for servicesLn 2g$2.9M
Gifts and grantsLn 1h$155K
Money outPt IX
$3.0M
Ln 25
Programscol B$2.3M
Managementcol C$637K
Fundraisingcol D$14K
Owns and owesPt X
$814K
net assets · Ln 32
Cash and savingsLn 1–2$494K
Total assetsLn 16$906K
LiabilitiesLn 26$92K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$155K
Government grantsLn 1e$116K
Fees for servicesLn 2g$2.9M
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
CashLn 1$494K
Cash and savings togetherLn 1–2$494K
Land, buildings, equipmentLn 10c$11K
Other assetsLn 15$119K
Total assetsLn 16$906K
LiabilitiesLn 26$92K
Net assetsLn 32$814K
OperationsPt I, VI
EmployeesI 5234
VolunteersI 60
Fiscal year endsHeaderJune
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 FY22End FY22
Cash and savingsLn 1–2$429K$494K
Land, buildings, equipmentLn 10c$10K$11K
Total assetsLn 16$1.1M$906K
LiabilitiesLn 26$338K$92K
Net assetsLn 32$738K$814K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$103K$0$103K$0
Other salaries and wagesLn 7$2.0M$1.7M$286K$0
Other employee benefitsLn 9$127K$67K$60K$0
Payroll taxesLn 10$189K$153K$35K$0
Accounting feesLn 11c$41K$0$41K$0
Other fees for servicesLn 11g$40K$32K$8K$0
Advertising and promotionLn 12$29K$8K$22K$0
Office expensesLn 13$153K$117K$28K$8K
OccupancyLn 16$86K$70K$16K$0
TravelLn 17$99K$95K$4K$0
Conferences, conventions and meetingsLn 19$18K$5K$13K$0
InterestLn 20$446$0$446$0
Depreciation, depletion and amortizationLn 22$2K$0$2K$0
InsuranceLn 23$15K$345$14K$0
Other expenses (24a–d)Ln 24$92K$83K$3K$6K
Total functional expensesLn 25$3.0M$2.3M$637K$14K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.1M$4.7M$405K$1.2M 990 PDF
FY2023 $4.0M$4.1M−$5K$809K 990 PDF
FY2022 Viewing $3.1M$3.0M$83K$814K 990 PDF
FY2021 $2.9M$2.4M$479K$738K 990 PDF
FY2020 $1.6M$1.5M$120K$259K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $3,051,450 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $714,990$155,176
I-9 Program service revenuePrior year $2,182,247$2,896,274
I-10 Investment income$0
I-11 Other revenuePrior year $515$0
I-12 Total revenuePrior year $2,897,752$3,051,450
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,977,864$2,393,149
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $440,915$575,707
I-18 Total expensesPrior year $2,418,779$2,968,856
I-19 Revenue less expensesPrior year $478,973$82,594
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $3,051,450 across 5 lines filed
VIII-1e Government grants$115,800
VIII-1f All other contributions, gifts and grants$39,376
VIII-1h Total contributions, gifts and grants$155,176
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$2,896,274
VIII-12 Total revenueRelated to mission $2,896,274 · Unrelated business $0 · Excluded from tax $0$3,051,450
Part IX · Statement of functional expenses $2,968,856 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $103,433 · Fundraising $0$103,433
IX-7 Other salaries and wagesPrograms $1,687,496 · Management $286,313 · Fundraising $0$1,973,809
IX-9 Other employee benefitsPrograms $67,402 · Management $59,908 · Fundraising $0$127,310
IX-10 Payroll taxesPrograms $153,372 · Management $35,225 · Fundraising $0$188,597
IX-11c Accounting feesPrograms $0 · Management $41,257 · Fundraising $0$41,257
IX-11g Other fees for servicesPrograms $31,803 · Management $8,443 · Fundraising $0$40,246
IX-12 Advertising and promotionPrograms $7,671 · Management $21,769 · Fundraising $0$29,440
IX-13 Office expensesPrograms $117,126 · Management $27,902 · Fundraising $8,046$153,074
IX-16 OccupancyPrograms $69,752 · Management $15,844 · Fundraising $0$85,596
IX-17 TravelPrograms $94,589 · Management $4,029 · Fundraising $0$98,618
IX-19 Conferences, conventions and meetingsPrograms $5,264 · Management $12,552 · Fundraising $0$17,816
IX-20 InterestPrograms $0 · Management $446 · Fundraising $0$446
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $1,906 · Fundraising $0$1,906
IX-23 InsurancePrograms $345 · Management $14,496 · Fundraising $0$14,841
IX-24 Other expenses (24a–d)Programs $83,228 · Management $3,182 · Fundraising $6,057$92,467
IX-25 Total functional expensesPrograms $2,318,048 · Management $636,705 · Fundraising $14,103$2,968,856
Part X · Balance sheet $905,589 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $428,661$494,201
X-4 Accounts receivableStart of year $250,544$268,230
X-9 Prepaid expenses and deferred chargesStart of year $8,097$12,711
X-10c Land, buildings and equipment, netStart of year $10,437$11,359
X-15 Other assetsStart of year $378,761$119,088
X-16 Total assetsStart of year $1,076,500$905,589
X-17 Accounts payable and accrued expensesStart of year $214,113$85,930
X-26 Total liabilitiesStart of year $338,429$91,893
X-27 Net assets without donor restrictionsStart of year $651,425$769,014
X-28 Net assets with donor restrictionsStart of year $86,646$44,682
X-32 Total net assets or fund balancesStart of year $738,071$813,696
X-33 Total liabilities and net assetsStart of year $1,076,500$905,589
Part XI · Reconciliation of net assets $813,696 net assets at year end
XI-1 Total revenue$3,051,450
XI-2 Total expenses$2,968,856
XI-3 Revenue less expenses$82,594
XI-4 Net assets at start of year$738,071
XI-9 Other changes in net assets−$6,969
XI-10 Net assets at end of year$813,696

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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