Civic Intelligence

Jawonio Inc.

990 • Fiscal year 2023 • EIN 13-1761660

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2025

260 North Little Tor RoadNew City, NY 10956

(845) 708-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.71x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.61x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Net Margin

36th percentile

-0.4%

Higher net margin than 36% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$347,682

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Asset Growth

24th percentile

-2.0%

Faster asset growth than 24% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-8.9%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Down

$44,549,287

Down $903,958 (-2.0%) from 2022

Net Assets

Down

$12,904,173

Down $232,509 (-1.8%) from 2022

Liabilities

Down

$31,645,114

Down $671,449 (-2.1%) from 2022

Revenue

Down

$51,626,892

Down $5,048,687 (-8.9%) from 2022

Expenses

Up

$51,838,380

Up $868,393 (+1.7%) from 2022

Net Income

Down

-$211,488

Down $5,917,080 (-104%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0-$20MAssets 2010: $27,927,248Liabilities 2010: $21,462,015Net Assets 2010: $6,465,2332010Assets 2011: $27,383,283Liabilities 2011: $22,396,257Net Assets 2011: $4,987,0262011Assets 2012: $27,242,966Liabilities 2012: $21,658,239Net Assets 2012: $5,584,7272012Assets 2013: $25,764,097Liabilities 2013: $19,810,683Net Assets 2013: $5,953,4142013Assets 2014: $26,085,749Liabilities 2014: $21,207,675Net Assets 2014: $4,878,0742014Assets 2015: $23,956,404Liabilities 2015: $20,240,531Net Assets 2015: $3,715,8732015Assets 2016: $25,821,809Liabilities 2016: $22,012,045Net Assets 2016: $3,809,7642016Assets 2017: $41,746,237Liabilities 2017: $42,664,054Net Assets 2017: -$917,8172017Assets 2018: $41,414,515Liabilities 2018: $42,694,684Net Assets 2018: -$1,280,1692018Assets 2019: $41,566,932Liabilities 2019: $41,090,403Net Assets 2019: $476,5292019Assets 2020: $45,506,714Liabilities 2020: $47,782,333Net Assets 2020: -$2,275,6192020Assets 2021: $45,101,853Liabilities 2021: $41,629,190Net Assets 2021: $3,472,6632021Assets 2022: $45,453,245Liabilities 2022: $32,316,563Net Assets 2022: $13,136,6822022Assets 2023: $44,549,287Liabilities 2023: $31,645,114Net Assets 2023: $12,904,1732023Assets 2024: $45,411,027Liabilities 2024: $31,122,892Net Assets 2024: $14,288,1352024

Highlighted filing

2023

Assets$44,549,287
Liabilities$31,645,114
Net Assets$12,904,173

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $38,502,7492010Revenue 2011: $38,250,120Expenses 2011: $38,479,134Net Income 2011: -$229,0142011Expenses 2012: $38,773,4072012Revenue 2013: $39,775,162Expenses 2013: $41,844,742Net Income 2013: -$2,069,5802013Revenue 2014: $41,472,524Expenses 2014: $40,692,219Net Income 2014: $780,3052014Revenue 2015: $41,185,187Expenses 2015: $40,642,074Net Income 2015: $543,1132015Revenue 2016: $44,950,877Expenses 2016: $44,204,542Net Income 2016: $746,3352016Revenue 2017: $42,137,677Expenses 2017: $46,289,737Net Income 2017: -$4,152,0602017Revenue 2018: $46,093,097Expenses 2018: $45,962,552Net Income 2018: $130,5452018Revenue 2019: $48,497,768Expenses 2019: $46,861,077Net Income 2019: $1,636,6912019Revenue 2020: $45,797,774Expenses 2020: $44,652,493Net Income 2020: $1,145,2812020Revenue 2021: $45,626,177Expenses 2021: $43,255,675Net Income 2021: $2,370,5022021Revenue 2022: $56,675,579Expenses 2022: $50,969,987Net Income 2022: $5,705,5922022Revenue 2023: $51,626,892Expenses 2023: $51,838,380Net Income 2023: -$211,4882023Revenue 2024: $54,524,653Expenses 2024: $53,126,529Net Income 2024: $1,398,1242024

Highlighted filing

2023

Revenue$51,626,892
Expenses$51,838,380
Net Income-$211,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2025
Return Version
2023v6.0
Gross Receipts
$51,626,892
Mission and Program Overview

Mission

Jawonio, inc. Is a registered 501(c)(3) organization and the premiere provider of lifespan services in the hudson valley of new york state for individuals with developmental disabilities, behavioral health challenges, and chronic medical conditions. Jawonio, inc. Is dedicated to advancing the independence, well-being and equality of people with disabilities and special needs.

Jawonio, inc. Is dedicated to advancing the independence, well-being, and equality of individuals with various disabilities, behavioral health challenges and chronic medical needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$33,170,357$31,747,871▼ $1,422,486
Accounts Receivable$5,976,763$5,712,297▼ $264,466
Savings and Temporary Cash Investments$2,092,855$2,314,950▲ $222,095
Cash and Non-Interest-Bearing Accounts$581,906$1,303,132▲ $721,226
Prepaid Expenses and Deferred Charges$747,725$746,546▼ $1,179
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$45,453,245$44,549,287▼ $903,958
Other Assets Total$2,883,639$2,724,491▼ $159,148
Liabilities
Tax Exempt Bond Liabilities$19,750,833$19,577,900▼ $172,933
Accounts Payable and Accrued Expenses$3,774,568$4,281,251▲ $506,683
Other Liabilities$3,734,421$2,947,550▼ $786,871
Unsecured Notes Loans Payable$3,051,969$2,852,995▼ $198,974
Mortgage Notes Payable Secured by Investment Property$1,593,445$1,710,898▲ $117,453
Deferred Revenue$411,327$274,520▼ $136,807
Total Liabilities$32,316,563$31,645,114▼ $671,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,136,682$12,904,173▼ $232,509
Total Net Assets Fund Balance$13,136,682$12,904,173▼ $232,509
Total Liabilities and Net Assets / Fund Balance$45,453,245$44,549,287▼ $903,958

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,336,676$16,868,802$46,205,478
Equipment$1,242,970$9,833,749$11,076,719
Land$1,168,225-$1,168,225
Other Assets Org$199,851--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Randi Rios-CastroChief Executive OfficerFT$293,068$54,614$347,682
Steven ConstableChief Business OfficerFT$188,554$34,616$223,170
Timothy ClearyCompliance OfficerFT$147,692$32,718$180,410
Theresa ParkerDirector of Human ResourcesFT$147,827$32,258$180,085
Debbie PeetersChief Program OfficerFT$153,627$25,708$179,335
Diana HessChief Communications/Development OfficerFT$139,197$28,025$167,222
Heidi McCarthyPreschool/Specialty Program DirectorFT$146,178-$146,178

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Pavarini NE Construction Co LLCConstruction1 Starpoint North Tower 4th Fl, Stamford, CT 06902$180,528
Pablo Sadler MDPsychiatry24 Saymor Drive, Bardonia, NY 10954$126,166
Forvis LLPAccounting135 W 50th Street, New York, NY 10020$118,337
Revenue and Support

Revenue Composition

Contributions and Grants
$1,487,716
Program Service Revenue
$48,649,453
Investment Income
$181,500
Other Revenue
$1,308,223
All Other Contributions
$762,124
Change in Net Assets
$-211,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$39,954,470
Other Expenses$11,883,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,338,161$2,995,265-$32,333,426
Other Employee Benefits$3,470,301$354,736-$3,825,037
Payroll Taxes$2,339,819$287,757-$2,627,576
Depreciation Depletion$1,397,381$589,985-$1,987,366
Fees for Services Other$1,563,214$343,519$0$1,906,733
Interest$631,617$749,116-$1,380,733
Occupancy$550,643$144,811-$695,454
Pension Plan Contributions$545,493$52,086-$597,579
Insurance$453,731$134,150-$587,881
Current Officers, Directors, Trustees, and Key Employees-$570,852-$570,852
Other Expenses$561,912$280-$561,912
Office Expenses$237,232$303,611-$540,843
All Other Expenses$62,153$382,852$0$445,005
Travel$196,467$13,801-$210,268
Information Technology$200,291--$200,291
Advertising$34,628$115,390-$150,018
Fees for Services Accounting-$118,337-$118,337
Fees for Services Legal-$118,203-$118,203
Conferences and Meetings$66,578$19,188-$85,766
Fees for Services Lobbying$48,200--$48,200
Total Functional Expenses$44,374,920$7,463,460$0$51,838,380
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Due to government agency$1,052,308
finance lease$1,046,219
postretirement benefit obligation$750,164
due to affiliates$98,859

Bond Issues

BondIssuerIssuedIssue PricePurpose
ADasny - Series20142014-02-13$28,852,741Yonkers renovation and debt paydown
BDasny - 2017a2017-12-27$20,461,000Main campus redevelopment

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$28,852,741$445,071$0$48,623
B$20,461,000$0$0$278,000

Bond Financing Compliance

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

KEVIN CASSADY & WILLIAM M. TRUST, JR. - Family relationship

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

Form 990 was prepared by a nationally recognized accounting firm in conjunction with the financial department.

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

The board of directors sign conflict of interest policy forms at the start of their term and annually thereafter. The board's conflict of interet policy formsincorporateall the requirements of the new york non-profit revitalization act of 2013: (1) a definition of the circumstances that constitute a conflict of interest. (ii) set out procedures for disclosing conflicts-of-interest to the audit committee, or ifthere is none to the board. (iii) require that a person with a conflict not be present at or participate in the board or committee deliberation or vote on the matter giving rise to such conflict; (v) prohibit any attempt by a person with a conflict to improperly influence the delibeation or voting on the matter giving rise to such conflict. (v) require that the existence and resolution of the conflict be documented in the corporation's records, including meeting minutes; and (vi) contain procedures for disclosing, addressing, and documenting related party transactions. All staff, including "key staff" are requested to sign annual conflict of interest forms as well. The compliance department tracks all conflict of interest forms in the training data base.

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

The compensation committee is responsible for overseeing the evaluation process for the chief executive officer, chief business officer and associate executive director. The following steps are utilized tocarry out this review: a) the compensation committee reviews performance measures and targets on or before the start of the first meeting of the fiscal year. B) the chief executive officer, chief business officer and associate executive director provides self evaluations to the compensation committee chair within 75 days of the end of the fiscal year. C) the compensation committee accumulates this information and considers annual compensation of the chief executive officer, chief business officer and associate executive director based on the evaluation. Compensation is considered based upon current salary data and ranges provided by outside consultants. D) after agreement by the compensation committee to the evaluation if any adjustment is indicated, it is considered and approved by the entire board prior to implementation. The chair of the compensation committee will meet with the chief executive officer, chief business officer and associate execitive director to discuss the committee's assessment of performance and developmental needs of the chief executive officer, chief business officer and assoiate executive director. The chief executive officer, chief business officer and associate executive officer may then take the opportunity to discuss their reactions to the evaluation. A compensation review was conducted in 2023.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The compensation committee is responsible for overseeing evaluation process for the chief executive officer, chief business officer and associate executive director. The following steps are utilized to carry out this review: a) the compensation committee reviews performance measures and targets on or before the start of the first meeting of the fiscal year. B) the chief executive officer, chief business officer and associate executive director provides self-evaluations to the compensation committee chair within 75 days of the end of the fiscal year. C) the compensation committee accumulates this information and considers annual compensation of the chief executive officer, chief business officer and associate executive director based on the evaluation. Compensation is considered based upon current salary data and ranges provided by outside consultants. D) after agreement by the compensation committee to the evaluation if any adjustment is indicated, it is considered and approved by the entire board prior to implementation. The chair of the compensation committee will meet with the chief executive officer, chief business officer and associate executive director to discuss the committee's assessment of performance and developmental needs for the chief executive officer, chief business oficer and associate executive director. The chief executive officer, chief business officer and associate executive director may then take the opportunity to discuss their reactions to the evaluation. A compensation review was conducted in 2023.

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

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Jawonio Inc
EIN
13-1761660
Phone
8457082000
Address
260 NORTH LITTLE TOR ROAD, NEW CITY, NY 10956

Signing Officer

Name
Anyeline Santos
Title
CBO
Phone
8457082000
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Formed
1947
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
1,049
Volunteers
42

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 4A

Residential services - the community living services (residential) division of jawonio, inc. Provides services to adults with a wide range of physical, behavioral and intellctual disabilities. The focus of community living services (residential) is to assist the persons served in achieving their highest level of independence and self-direction. Javinio's community living services provides services in diverse settings that are designed to meet the needs of the residents. Intermediate care facilities (icf) (1)- this home provides comprehensive medical & habilitative support in a twenty-four hour supervised setting for 20 individuals. The program is designed to assist persons with severe intellectual disabilities and/or severe medical frailties to become as independent as possible. Comprehensive on-site medical supervision is provided. Individualized residential alternatives (ira) (12) - jawonio provides homes in the community specifically designed and furnished to meet the needs of the developmentally disabled adult. The ira program differs from the icf in that the individeals require less medical oversight and care, and the most part are able to go into the community for day and recreation programs. The condominium program (6) - services developed specific to individuals' needs are provided in one and two bedroom condominiums in the community. Low cost housing is provided through the office of hud for six condominiums. The paul j. Tendler independent living center (17) - this garden apartment complex provides services and low cost housing to 17 people. All but one apartment are single occupancy, providing dignity and privacy to each individual. These programs allow individuals to maximize their independence while still providing necessary supports and services.

Form 990, Part III, Line 1

Jawonio, inc. Is a registered 501(c)(3) organization and the premiere provider of lifespan services in the hudson valley of new york state for individuals with developmental disabilities, behavioral health challenges, and chronic medical conditions. Jawonio, inc. Is dedicated to advancing the independence, well being and equality of people with disabilities and special needs.

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

(Expenses $ 545,552 including grants of $)(Revenue $ 465,548) BEHAVIORAL HEALTH - THE JAWONIO PROMISE PROGRAM (OR PROS-PERSONALIZED ORIENTED RECOVERY SERVICES) IS A SERVICE PROVIDED IN A "COLLEGE-LIKE" ATMOSPHERE AND DEVELOPED AROUND INNOVATIVE THERAPEUTIC AND CLINICAL STRATEGIES. PSYCHIATRY, PSYCHOLOGY, MEDICATION MANAGEMENT AND SOCIAL WORK ARE OFFERED AS PART OF THE PROGRAM DEVELOPED BY PROGRAM PARTICIPANTS THEMSELVES AND PROFESSIONAL CLINICIANS AND STAFF. AT THE SAME TIME, FRIENDSHIPS ARE FORMED, SELF-CONFIDENCE IS INSTILLED, STABILIZATION BECOMES A GOAL, WITH THE ASPIRATION OF BECOMING A FUNCTIONING MEMBER OF THE COMMUNITY. INNOVATION SUCH AS TALENT SHOWS, ART AND MUSIC THERAPY, MEDITATION AND WELLNESS-BASED STRATEGIES ARE UTILIZED. BEHAVIORAL HEALTH SERVICES AND PRIMARY CARE SERVICES ARE BECOMING CLOSELY INTEGRATED TO TREAT THE "WHOLE PERSON" ALONG WITH CASE MANAGEMENT SUPPORTS AND RESOURCES.

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Loss on Swap Agreement - -21021;

Form 990, Page 1, Box B Amended Return

The return is being amended due to changes to part i, part iv, part ix, schedule c, and schedule o to report lobbying activities held during the year.

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.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.4$31.1$14.3$54.5$53.1$1.40
2023Detailed filing. Detailed filing data is available for this year.$44.5$31.6$12.9$51.6$51.8$0.21
2022Detailed filing. Detailed filing data is available for this year.$45.5$32.3$13.1$56.7$51.0$5.71
2021Detailed filing. Detailed filing data is available for this year.$45.1$41.6$3.47$45.6$43.3$2.37
2020Detailed filing. Detailed filing data is available for this year.$45.5$47.8$2.28$45.8$44.7$1.15
2019Detailed filing. Detailed filing data is available for this year.$41.6$41.1$0.48$48.5$46.9$1.64
2018Detailed filing. Detailed filing data is available for this year.$41.4$42.7$1.28$46.1$46.0$0.13
2017Detailed filing. Detailed filing data is available for this year.$41.7$42.7$0.92$42.1$46.3$4.15
2016Detailed filing. Detailed filing data is available for this year.$25.8$22.0$3.81$45.0$44.2$0.75
2015Detailed filing. Detailed filing data is available for this year.$24.0$20.2$3.72$41.2$40.6$0.54
2014Detailed filing. Detailed filing data is available for this year.$26.1$21.2$4.88$41.5$40.7$0.78
2013Detailed filing. Detailed filing data is available for this year.$25.8$19.8$5.95$39.8$41.8$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$21.7$5.58$38.8
2011Summary only. Only limited summary data is available for this year.$27.4$22.4$4.99$38.3$38.5$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$21.5$6.47$38.5