To provide a comprehensive progressive School program for grades k-12 for typically-developing School-age students ages 5 to 17 in orange county and the greater hudson valley of NY.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$34K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
1 of 5
filings with a surplus
Average surplus $5K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$34K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $86
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$39K
99% of total assets
Concern: liabilities are 99% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$234K
Spent
$267K
To programs
72%
Net assets
$346
By yearFY2020–FY2024
Revenue
$234K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$234K
FY2021$425K
FY2022$305K
FY2023$316K
FY2024$312K
Expenses
$267K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$267K
FY2021$265K
FY2022$355K
FY2023$348K
FY2024$329K
Net assets
$346
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$346
FY2021$161K
FY2022$111K
FY2023$78K
FY2024$61K

From the FY2020 Form 990 · 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 Dec 2015.

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

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $193K Management & general 28% · $74K

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

6 people listed on the 990; $34K paid to officers and key staff.

Part VII, Section A · reportable compensation
$33,558Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Officer
$0Pt VII · Sec A

Katherine Fox’s $62K as Executive Di is at the 54th percentile of top reported officer pay among 1613 $100K–1M education 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

NameFY2024FY2023FY2022FY2021FY2020
Katherine Fox$62,250$66,442$58,558$37,775$33,558

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 15aNo

Programs and updates

Educates students ages 5-17 in grades K-12 with a comprehensive progressive program.

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Provided by the organization

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1 program · $193K · in their own filed words · FY2020
01

To provide a comprehensive progressive school program for grades k-12 for typically-developing school-age students ages 5 to 17 in orange county and the greater hudson valley of ny.

$193Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$86

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$234K
Ln 12
Fees for servicesLn 2g$219K
Other incomeLn 4–11$14K
Gifts and grantsLn 1h$157
Money outPt IX
$267K
Ln 25
Programscol B$193K
Managementcol C$74K
Owns and owesPt X
$346
net assets · Ln 32
Cash and savingsLn 1–2$29K
Total assetsLn 16$39K
LiabilitiesLn 26$39K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$157
Fees for servicesLn 2g$219K
Other incomeLn 4–11$14K
Total revenueLn 12$234K
Assets in detailPt X, end of year
CashLn 1$29K
Cash and savings togetherLn 1–2$29K
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$5K
Total assetsLn 16$39K
LiabilitiesLn 26$39K
Net assetsLn 32$346
OperationsPt I, VI
EmployeesI 58
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$28K$29K
Land, buildings, equipmentLn 10c$5K$5K
Total assetsLn 16$38K$39K
LiabilitiesLn 26$4K$39K
Net assetsLn 32$34K$346
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$34K$34K
Other salaries and wagesLn 7$148K$119K$30K
Payroll taxesLn 10$16K$13K$3K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$768$768
Advertising and promotionLn 12$16K$16K
Office expensesLn 13$668$134$534
Information technologyLn 14$735$441$294
OccupancyLn 16$22K$22K
TravelLn 17$119$119
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$5K$4K$1K
Other expenses (24a–d)Ln 24$13K$12K$1K
All other expensesLn 24e$7K$5K$1K
Total functional expensesLn 25$267K$193K$74K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $312K$329K−$17K$61K 990 PDF
FY2023 $316K$348K−$32K$78K 990 PDF
FY2022 $305K$355K−$50K$111K 990 PDF
FY2021 $425K$265K$161K$161K 990 PDF
FY2020 Viewing $234K$267K−$34K$346 990 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 $233,569 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,244$157
I-9 Program service revenuePrior year $275,694$219,412
I-10 Investment incomePrior year $19$0
I-11 Other revenuePrior year $315$14,000
I-12 Total revenuePrior year $277,272$233,569
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $175,605$198,061
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $93,649$69,101
I-18 Total expensesPrior year $269,254$267,162
I-19 Revenue less expensesPrior year $8,018−$33,593
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
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
Part VIII · Statement of revenue $233,569 across 5 lines filed
VIII-1f All other contributions, gifts and grants$157
VIII-1h Total contributions, gifts and grants$157
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $219,412$219,412
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $14,000$14,000
VIII-12 Total revenueRelated to mission $219,412 · Excluded from tax $14,000$233,569
Part IX · Statement of functional expenses $267,162 across 14 lines filed
IX-5 Pay of current officers, directors and key staffManagement $33,558$33,558
IX-7 Other salaries and wagesPrograms $118,781 · Management $29,695$148,476
IX-10 Payroll taxesPrograms $12,822 · Management $3,205$16,027
IX-11c Accounting feesManagement $2,475$2,475
IX-11g Other fees for servicesManagement $768$768
IX-12 Advertising and promotionPrograms $15,570$15,570
IX-13 Office expensesPrograms $134 · Management $534$668
IX-14 Information technologyPrograms $441 · Management $294$735
IX-16 OccupancyPrograms $22,482$22,482
IX-17 TravelManagement $119$119
IX-22 Depreciation, depletion and amortizationPrograms $1,283$1,283
IX-23 InsurancePrograms $4,398 · Management $1,099$5,497
IX-24 Other expenses (24a–d)Programs $11,674 · Management $1,110$12,784
IX-24e All other expensesPrograms $5,470 · Management $1,250$6,720
IX-25 Total functional expensesPrograms $193,055 · Management $74,107 · Fundraising $0$267,162
Part X · Balance sheet $39,330 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $28,205$29,456
X-10c Land, buildings and equipment, netStart of year $5,057$4,874
X-15 Other assetsStart of year $5,000$5,000
X-16 Total assetsStart of year $38,262$39,330
X-24 Unsecured notes and loans payable$33,400
X-25 Other liabilitiesStart of year $4,323$5,584
X-26 Total liabilitiesStart of year $4,323$38,984
X-27 Net assets without donor restrictionsStart of year $33,939$346
X-32 Total net assets or fund balancesStart of year $33,939$346
X-33 Total liabilities and net assetsStart of year $38,262$39,330
Part XI · Reconciliation of net assets $346 net assets at year end
XI-1 Total revenue$233,569
XI-2 Total expenses$267,162
XI-3 Revenue less expenses−$33,593
XI-4 Net assets at start of year$33,939
XI-10 Net assets at end of year$346

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

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