Civic Intelligence

Aid to the Developmentally Disabled Inc

EIN 11-2573451 • 501(c)3 • Riverhead, NY

Profile

Add's purpose is to provide the optimum level of quality rehabilitation services to all individuals livining within our residential program. We provide a healthy, safe and homelike environment, in which individuals may achieve the greatest level of independence possible. Add strives to surpass all requirements of omh, opwdd, federal, state and local authorities. Guided by core values of respect, choice trust, empathy and dignity, we believe that every individual has value and potential to learn and achieve goals. We do everything to inspire self-esteem, and encourage individuals to help each other and work together whenever possible. We aim to achieve fulfillment for every individual and employee by providing innovative and progressive programming and training. We are consistent in providing competent and compassionate staff who are role models for the people they serve.

901 East Main Street 508Riverhead, NY 11901

addny.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.43x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.22x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

48th percentile

3.5%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

7.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,520,367

Up $1,059,987 (+7.3%) from 2023

Liabilities

Down

$6,630,085

Down $52,344 (-0.8%) from 2023

Net Assets

Up

$8,890,282

Up $1,112,331 (+14%) from 2023

Revenue

Up

$30,319,225

Up $4,181,856 (+16%) from 2023

Expenses

Up

$29,262,112

Up $4,550,342 (+18%) from 2023

Net Income

Down

$1,057,113

Down $368,486 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $13,205,633Liabilities 2010: $8,702,803Net Assets 2010: $4,502,8302010Assets 2011: $13,750,437Liabilities 2011: $9,034,181Net Assets 2011: $4,716,2562011Assets 2012: $12,908,209Liabilities 2012: $7,609,116Net Assets 2012: $5,299,0932012Assets 2013: $13,294,549Liabilities 2013: $7,469,653Net Assets 2013: $5,824,8962013Assets 2014: $13,919,782Liabilities 2014: $8,959,390Net Assets 2014: $4,960,3922014Assets 2015: $13,292,225Liabilities 2015: $8,223,874Net Assets 2015: $5,068,3512015Assets 2016: $11,125,429Liabilities 2016: $6,247,759Net Assets 2016: $4,877,6702016Assets 2017: $11,021,565Liabilities 2017: $6,221,351Net Assets 2017: $4,800,2142017Assets 2018: $10,521,098Liabilities 2018: $5,582,841Net Assets 2018: $4,938,2572018Assets 2019: $12,704,683Liabilities 2019: $6,249,506Net Assets 2019: $6,455,1772019Assets 2020: $11,951,757Liabilities 2020: $5,678,631Net Assets 2020: $6,273,1262020Assets 2021: $11,727,118Liabilities 2021: $5,454,501Net Assets 2021: $6,272,6172021Assets 2022: $12,889,344Liabilities 2022: $6,604,629Net Assets 2022: $6,284,7152022Assets 2023: $14,460,380Liabilities 2023: $6,682,429Net Assets 2023: $7,777,9512023Assets 2024: $15,520,367Liabilities 2024: $6,630,085Net Assets 2024: $8,890,2822024

Highlighted filing

2024

Assets$15,520,367
Liabilities$6,630,085
Net Assets$8,890,282

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $13,928,7372010Expenses 2011: $12,851,0632011Expenses 2012: $13,263,9432012Revenue 2013: $13,662,427Expenses 2013: $13,209,553Net Income 2013: $452,8742013Revenue 2014: $13,257,329Expenses 2014: $13,182,528Net Income 2014: $74,8012014Revenue 2015: $14,343,341Expenses 2015: $14,185,804Net Income 2015: $157,5372015Revenue 2016: $14,480,812Expenses 2016: $14,368,236Net Income 2016: $112,5762016Revenue 2017: $14,185,948Expenses 2017: $14,253,062Net Income 2017: -$67,1142017Revenue 2018: $14,785,556Expenses 2018: $15,399,556Net Income 2018: -$614,0002018Revenue 2019: $17,371,402Expenses 2019: $15,941,136Net Income 2019: $1,430,2662019Revenue 2020: $18,563,490Expenses 2020: $18,795,106Net Income 2020: -$231,6162020Revenue 2021: $19,296,528Expenses 2021: $19,171,012Net Income 2021: $125,5162021Revenue 2022: $23,239,676Expenses 2022: $23,154,794Net Income 2022: $84,8822022Revenue 2023: $26,137,369Expenses 2023: $24,711,770Net Income 2023: $1,425,5992023Revenue 2024: $30,319,225Expenses 2024: $29,262,112Net Income 2024: $1,057,1132024

Highlighted filing

2024

Revenue$30,319,225
Expenses$29,262,112
Net Income$1,057,113

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$6.63$8.89$30.3$29.3$1.06
2023Detailed filing. Detailed filing data is available for this year.$14.5$6.68$7.78$26.1$24.7$1.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$6.60$6.28$23.2$23.2$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$5.45$6.27$19.3$19.2$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$5.68$6.27$18.6$18.8$0.23
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.7$6.25$6.46$17.4$15.9$1.43
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$5.58$4.94$14.8$15.4$0.61
2017Detailed filing. Detailed filing data is available for this year.$11.0$6.22$4.80$14.2$14.3$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$6.25$4.88$14.5$14.4$0.11
2015Detailed filing. Detailed filing data is available for this year.$13.3$8.22$5.07$14.3$14.2$0.16
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.9$8.96$4.96$13.3$13.2$0.07
2013Detailed filing. Detailed filing data is available for this year.$13.3$7.47$5.82$13.7$13.2$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$7.61$5.30$13.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$9.03$4.72$12.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$8.70$4.50$13.9
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$29,116,350
Mission and Program Overview

Mission

A.d.d.'s purpose is to provide the optimum level of quality rehabilitation services to all individuals livining within our residential program. We provide a healthy, safe and homelike environment, in which individuals may achieve the greatest level of independence possible. A.d.d. Strives to surpass all requirements of omh, opwdd, federal, state and local authorities. Guided by core values of respect, choice trust, empathy and dignity, we believe that every individual has value and potential to learn and achieve goals. We do everything to inspire self-esteem, and encourage individuals to help each other and work together whenever possible. We aim to achieve fulfillment for every individual and employee by providing innovative and progressive programming and training. We are consistent in providing competent and compassionate staff who are role models for the people they serve.

Add is a multi-service organization providing residential programs, supportive apartments, clinical support, & case management services for the developmentally disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,610,250$5,999,421▲ $389,171
Investments in Publicly Traded Securities$1,770,704$2,748,462▲ $977,758
Accounts Receivable$2,200,943$2,465,187▲ $264,244
Cash and Non-Interest-Bearing Accounts$1,488,785$1,043,272▼ $445,513
Other Notes and Loans Receivable, Net$123,916$421,780▲ $297,864
Pledges and Grants Receivable$250,000$270,000▲ $20,000
Savings and Temporary Cash Investments$13,383$214,483▲ $201,100
Prepaid Expenses and Deferred Charges-$8,100-
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$12,889,344$14,460,380▲ $1,571,036
Other Assets Total$1,431,363$1,289,675▼ $141,688
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,776,077$3,444,013▲ $1,667,936
Unsecured Notes Loans Payable$700,000$1,999,898▲ $1,299,898
Accounts Payable and Accrued Expenses$923,005$977,280▲ $54,275
Deferred Revenue-$139,501-
Other Liabilities$3,205,547$121,737▼ $3,083,810
Total Liabilities$6,604,629$6,682,429▲ $77,800
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,284,715$7,777,951▲ $1,493,236
Total Net Assets Fund Balance$6,284,715$7,777,951▲ $1,493,236
Total Liabilities and Net Assets / Fund Balance$12,889,344$14,460,380▲ $1,571,036

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,863,826$9,555,987$13,419,813
Equipment$1,055,165$1,821,374$2,876,539
Land$1,075,399-$1,075,399
Other Land Buildings$5,031$539,596$544,627
Other Assets Org$33,010--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Executive DirectorFT$214,937$17,348$232,285
-Chief Financial OfficerFT$148,450$5,959$154,409
-OPERATIONS DIRECTOR-Program without WallsFT$115,171$16,926$132,097
-DspFT$101,390$16,926$118,316
-Clinic DirectorFT$117,827-$117,827
-Psychiatric NpPT$117,668-$117,668
-Operations Director-omhFT$101,500-$101,500

Board Members and Trustees

NameTitle
-President
-Vice President
-Director
-Secretary
-Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
ATC Healthcare Services LLCStaffing Agency1983 Marcus Ave Suite E-122, Suite 1200, Lake Success, NY 11042$508,024
SolarusIt ServicePO BOX 23731, New York, NY 10087$329,974
ForvisAccounting1155 Avenue of the Americas, New York, NY 10036$169,106
Commercial CleaningCleaning Services37 Buckingham Meadow Rd, E Setaucket, NY 11733$108,196
Revenue and Support

Revenue Composition

Contributions and Grants
$2,998,680
Program Service Revenue
$23,088,316
Investment Income
$64,304
Other Revenue
$-13,931
All Other Contributions
$59,036
Change in Net Assets
$1,425,599

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,128,615
Revenue Not Reported on Financial Statements
$8,754
Revenue Not Reported on Form 990
$67,637
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$26,196,252
Total Revenue per Form 990
$26,137,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,460,542
Other Expenses$7,251,228
Total Fundraising Expense$59,269
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,805,126$958,717-$14,763,843
Occupancy$1,194,842$369,758-$1,564,600
Payroll Taxes$1,355,719$127,304-$1,483,023
Fees for Services Other$1,065,477$63,219$0$1,128,696
Other Employee Benefits$736,449$79,266$159$815,874
Depreciation Depletion$703,836$3,879-$707,715
Office Expenses$452,875$213,726$1,050$667,651
Insurance$545,904$33,171-$579,075
Travel$447,363$10,360-$457,723
Current Officers, Directors, Trustees, and Key Employees-$386,694-$386,694
Advertising$52,744$271,987-$324,731
All Other Expenses$260,303$956$0$261,259
Other Expenses$177,144$160,188$51,457$177,144
Fees for Services Accounting$156,679$9,296-$165,975
Fees for Services Legal$86,104$5,109-$91,213
Interest$79,757$4,258-$84,015
Conferences and Meetings$23,296$40,878$638$64,812
Pension Plan Contributions$9,807$1,301-$11,108
Fees for Service Investment Mgmnt Fees-$8,754-$8,754
Total Functional Expenses$21,901,650$2,750,851$59,269$24,711,770

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,711,770
Expenses per Audited Statements$24,703,016
Total Expenses per Audited Statements$24,703,016
Expenses Not Reported on Financial Statements$8,754
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$51,025
Fundraising Gross Income$34,673
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$28,009$20,203-$20,203
Casino Night$40,069$5,261-$5,261
Total Events$85,591$33,065$46,672$-13,607
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Nys$121,737
Lease Liability-
Due to Medicaid-

Bond Issues

BondIssuerIssuedIssue PricePurpose
ASuffolk County Economic Development Corporation2014-06-30$854,000REFINANCE LOAN

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$854,000$809,663$829,731$17,080

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A Delegate broad authority to A committee

The board president only votes if there is a tie.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is presented to the finance/audit committee of the board and to the executive director cfo and coo before it is filed with the irs. If there are any questions, they are brought up to the preparer. Once accepted at the this meeting it is presented to the whole board by the finance/audit committee chairperson.

Form 990, Part VI, Line 12C Conflict of interest policy

The conflict of interest policy is required to be reviewed by the board of directors and employees annually. The conflict of interest statement is then signed by the board, executive director, and staff. Each board member must complete a conflict of interest questionnaire to disclose any conflict of interest or potential conflict of interest. If the board of directors determines that an actual or possible conflict of interest was not disclosed, a corrective action is taken. Any conflicted person is required not to be present during the decision making process.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

THE PERSONNEL COMMITTEE ALONG WITH THE BOARD OF DIRECTORS REVIEWS COMPENSATION. THE BOARD OF DIRECTORS REVIEWS COMPARABLE SALARY DATA OF SIMILAR SIZED AGENCIES FROM 990S BEFORE FINAL APPROVAL OF SALARY CHANGES FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S SALARY WAS REVIEWED MAY 27, 2022 for 2023. The committee met in 2023 as well.

Form 990, Part VI, Line 19 Required documents available to the public

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Aid to the Developmentally Disabled Inc
EIN
11-2573451
Phone
6317276220
Address
901 EAST MAIN STREET 508, RIVERHEAD, NY 11901
Doing Business As
Rise Life Services

Signing Officer

Name
Charles Evdos
Title
Executive Director
Phone
6317276220
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
491
Volunteers
12

Preparer

Firm
Forvis Mazars LLP
Address
135 West 50th Street, New York, NY 10020
Preparer
Aaron Shapiro
Phone
2128127000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Aid to the developmentally disabled, inc. (add) is a multi-service organization providing residential programs, supportive apartments, clinical support, and case management services for the developmentally disabled, mentally ill, and the dually diagnosed adults on long island's east end. Add's purpose is to provide the optimum level of quality rehabilitation services to all individuals living within our residential program. We provide a healthy, safe, and homelike environment, in which individuals may achieve the greatest level of independence possible. Add strives to surpass all requirements of omh, opwdd, federal, state and local authorities. Guided by core values of respect, choice trust, empathy, and dignity, we believe that every individual has value and potential to learn and achieve goals. We do everything to inspire self-esteem, and encourage individuals to help each other and work together whenever possible. We aim to achieve fulfillment for every individual and employee by providing innovative and progressive programming and training. We are consistent in providing competent and compassionate staff who are role models for the people they serve.

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 2,786,516 including grants of $ 0)(Revenue $ 4,738,201) PROGRAM WITHOUT WALLS

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 694,114 including grants of $ 0)(Revenue $ 373,187) CLINIC

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 565,615 including grants of $ 0)(Revenue $ 0) Suicide Prevention

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 41,366 including grants of $ 0)(Revenue $ 0) FOOD PANTRY

Financial Statement Notes

Schedule D, Part X, Line 2

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part III, Line 1A Collections of art - financial statement footnote

ADD holds artwork that was donated and appraised but are not recorded on these financial statements due to the uncertainty of the overall net realizable value. Proceeds from disposal related to collection items will be reported as increases in the appropriate net asset classes. During 2019, approximately $3,500,000 of artwork was donated. There were no artwork donations during 2023. As of December 31, 2023, the appraised value of the artwork was $6,500,000.

Schedule D, Part III, Line 4 Collections of art - description of collections

Art is used for gifts, sold, or raffled at fundraising events.

Raw XML AppendixShowing 400 of 881 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ADD IS A MULTI-SERVICE ORGANIZATION PROVIDING RESIDENTIAL PROGRAMS, SUPPORTIVE APARTMENTS, CLINICAL SUPPORT, & CASE MANAGEMENT SERVICES FOR THE DEVELOPMENTALLY DISABLED.
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IRS990/BooksInCareOfDetail/PhoneNum06317276220
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 EAST MAIN STREET SUITE 508
IRS990/BooksInCareOfDetail/USAddress/CityNm0RIVERHEAD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt337 Buckingham Meadow Rd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0Suite 1200
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2New York
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IRS990/CYContributionsGrantsAmt02998680
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