Civic Intelligence

The Stella Orton Home Care Agency Inc

EIN 13-3137595 • 501(c)3 • Staten Island, NY

Profile

To enchance quality of life by providing compassionate home care to eligible individuals to promote, maintain or restore health and social functioning and minimizing the effects of stress, illnes and disability.

4456 Amboy RoadStaten Island, NY 10312
Siviq Scores

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

Liabilities / Assets

46th percentile

0.28x

Higher debt load relative to assets than 46% of similar nonprofits.

NTEE P • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.10x

Higher debt load relative to revenue than 22% of similar nonprofits.

NTEE P • $50M-$100M nonprofits • Source year 2024

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

NTEE P • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

10th percentile

$184,631

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

NTEE P • $50M-$100M nonprofits • Source year 2024

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

NTEE P • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

2.2%

Faster revenue growth than 23% of similar nonprofits.

NTEE P • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,676,544

Up $1,705,774 (+11%) from 2023

Liabilities

Up

$5,010,338

Up $6,967 (+0.1%) from 2023

Net Assets

Up

$12,666,206

Up $1,698,807 (+15%) from 2023

Revenue

Up

$51,475,843

Up $1,098,319 (+2.2%) from 2023

Expenses

Down

$49,777,036

Down $584,060 (-1.2%) from 2023

Net Income

Up

$1,698,807

Up $1,682,379 (+10241%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $10,393,509Liabilities 2010: $5,655,612Net Assets 2010: $4,737,8972010Assets 2011: $12,472,867Liabilities 2011: $6,493,509Net Assets 2011: $5,979,3582011Assets 2012: $14,574,815Liabilities 2012: $7,301,102Net Assets 2012: $7,273,7132012Assets 2013: $16,314,252Liabilities 2013: $7,510,550Net Assets 2013: $8,803,7022013Assets 2014: $11,368,067Liabilities 2014: $4,454,405Net Assets 2014: $6,913,6622014Assets 2015: $12,167,025Liabilities 2015: $5,306,658Net Assets 2015: $6,860,3672015Assets 2016: $14,576,061Liabilities 2016: $5,718,968Net Assets 2016: $8,857,0932016Assets 2017: $14,145,760Liabilities 2017: $2,429,482Net Assets 2017: $11,716,2782017Assets 2018: $17,123,637Liabilities 2018: $3,711,207Net Assets 2018: $13,412,4302018Assets 2019: $18,150,055Liabilities 2019: $3,651,603Net Assets 2019: $14,498,4522019Assets 2020: $19,274,080Liabilities 2020: $5,042,590Net Assets 2020: $14,231,4902020Assets 2021: $19,001,728Liabilities 2021: $4,879,706Net Assets 2021: $14,122,0222021Assets 2022: $20,066,259Liabilities 2022: $9,115,288Net Assets 2022: $10,950,9712022Assets 2023: $15,970,770Liabilities 2023: $5,003,371Net Assets 2023: $10,967,3992023Assets 2024: $17,676,544Liabilities 2024: $5,010,338Net Assets 2024: $12,666,2062024

Highlighted filing

2024

Assets$17,676,544
Liabilities$5,010,338
Net Assets$12,666,206

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $39,688,5512010Expenses 2011: $35,270,5392011Revenue 2012: $35,580,321Expenses 2012: $34,420,785Net Income 2012: $1,159,5362012Revenue 2013: $37,786,151Expenses 2013: $36,542,501Net Income 2013: $1,243,6502013Revenue 2014: $37,180,771Expenses 2014: $35,346,031Net Income 2014: $1,834,7402014Revenue 2015: $41,480,610Expenses 2015: $38,302,089Net Income 2015: $3,178,5212015Revenue 2016: $41,607,032Expenses 2016: $40,443,136Net Income 2016: $1,163,8962016Revenue 2017: $41,820,359Expenses 2017: $39,216,085Net Income 2017: $2,604,2742017Revenue 2018: $48,844,535Expenses 2018: $46,918,953Net Income 2018: $1,925,5822018Revenue 2019: $52,334,763Expenses 2019: $51,248,741Net Income 2019: $1,086,0222019Revenue 2020: $56,538,433Expenses 2020: $56,805,395Net Income 2020: -$266,9622020Revenue 2021: $53,620,313Expenses 2021: $53,729,781Net Income 2021: -$109,4682021Revenue 2022: $50,451,344Expenses 2022: $53,622,395Net Income 2022: -$3,171,0512022Revenue 2023: $50,377,524Expenses 2023: $50,361,096Net Income 2023: $16,4282023Revenue 2024: $51,475,843Expenses 2024: $49,777,036Net Income 2024: $1,698,8072024

Highlighted filing

2024

Revenue$51,475,843
Expenses$49,777,036
Net Income$1,698,807

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$5.01$12.7$51.5$49.8$1.70
2023Detailed filing. Detailed filing data is available for this year.$16.0$5.00$11.0$50.4$50.4$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$9.12$11.0$50.5$53.6$3.17
2021Detailed filing. Detailed filing data is available for this year.$19.0$4.88$14.1$53.6$53.7$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$5.04$14.2$56.5$56.8$0.27
2019Detailed filing. Detailed filing data is available for this year.$18.2$3.65$14.5$52.3$51.2$1.09
2018Summary only. Only limited summary data is available for this year.$17.1$3.71$13.4$48.8$46.9$1.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$2.43$11.7$41.8$39.2$2.60
2016Detailed filing. Detailed filing data is available for this year.$14.6$5.72$8.86$41.6$40.4$1.16
2015Detailed filing. Detailed filing data is available for this year.$12.2$5.31$6.86$41.5$38.3$3.18
2014Detailed filing. Detailed filing data is available for this year.$11.4$4.45$6.91$37.2$35.3$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$7.51$8.80$37.8$36.5$1.24
2012Summary only. Only limited summary data is available for this year.$14.6$7.30$7.27$35.6$34.4$1.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$6.49$5.98$35.3
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$5.66$4.74$39.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$51,475,843
Mission and Program Overview

Mission

Part iii, line 1 to enhance the quality of life through the delivery of compassionate home care, by qualified professional and para-professionals to individuals and families in their place of residence, for promoting, maintaining or restoring health and social functioning, while minimizing the effects of family stress, illness and disability

Part i, line 1 to enhance quality of life by providing compassionate home care to eligible individuals. To promote, maintain or restore health and social functioning and minimizing the effects of stress, illness and disability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,122,765$6,921,499▲ $1,798,734
Accounts Receivable$7,044,590$6,623,438▼ $421,152
Cash and Non-Interest-Bearing Accounts$2,274,374$2,676,295▲ $401,921
Land, Buildings, and Equipment, Net$557,795$557,795→ $0
Prepaid Expenses and Deferred Charges$398,753$297,725▼ $101,028
Total Assets$15,970,770$17,676,544▲ $1,705,774
Other Assets Total$572,493$599,792▲ $27,299
Liabilities
Accounts Payable and Accrued Expenses$3,563,144$3,630,539▲ $67,395
Other Liabilities$1,440,227$1,379,799▼ $60,428
Total Liabilities$5,003,371$5,010,338▲ $6,967
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,967,399$12,666,206▲ $1,698,807
Total Net Assets Fund Balance$10,967,399$12,666,206▲ $1,698,807
Total Liabilities and Net Assets / Fund Balance$15,970,770$17,676,544▲ $1,705,774

Asset Categories

AssetBook ValueDepreciationBasis
Land$509,296-$509,296
Buildings$48,499-$48,499
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bella Dulitsky RnExecutive DiFT$134,417$50,214$184,631
Bella Dulitsky RnExecutive Director-$134,417$50,214$184,631
Janet MagnusonExec. Adm. OFT$123,294$41,376$164,670
Janet MagnusonExec. Adm. Officer-$123,294$41,376$164,670
Abbas LoghmaniFiscal DirectorFT$95,896$36,427$132,323

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$16,744,381
Program Service Revenue
$34,433,846
Investment Income
$293,635
Other Revenue
$3,981
Change in Net Assets
$1,698,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,475,843
Total Revenue per Audited Statements
$51,475,843
Total Revenue per Form 990
$51,475,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$45,735,979
Other Expenses$4,041,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,666,211$963,221-$37,629,432
Other Employee Benefits$4,214,804$13,614-$4,228,418
Payroll Taxes$2,754,645$70,435-$2,825,080
Insurance$825,679$188,209-$1,013,888
Current Officers, Directors, Trustees, and Key Employees$173,527$360,405-$533,932
Payments to Affiliates$522,508--$522,508
Pension Plan Contributions$493,200$25,917-$519,117
Occupancy$355,342$81,046-$436,388
All Other Expenses$217,286$32,714-$250,000
Fees for Services Management$6,195$222,840-$229,035
Information Technology$180,730$41,521-$222,251
Fees for Services Legal$62,624$37,589-$100,213
Fees for Services Other$57,827$26,269-$84,096
Conferences and Meetings$67,371$5,589-$72,960
Other Expenses$46,744$11,213-$57,957
Fees for Services Accounting$23,749$14,254-$38,003
Office Expenses$14,817$3,364-$18,181
Total Functional Expenses$47,678,836$2,098,200$0$49,777,036

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$49,777,036
Total Expenses per Audited Statements$49,777,036
Total Expenses per Form 990$49,777,036
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$1,032,568
Due to City of New York - Hra$253,141
Nys Rate Reduction$94,090
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The cpa provides a copy the form 990 to the organization, who distributes it to its board members to review before filing.

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest are monitored on an ongoing basis.

Form 990, Page 6, Part VI, Line 15A

A review of compensation for the executive director is performed by the executive committee of the board of directors. In determining the appropriate level of compensation, this committee is guided by the regulations imposed by the terms of their contract with the city of new york human resource administration.

Form 990, Page 6, Part VI, Line 15B

A review of compensation for the other officers is performed by the executive committee of the board of directors. In determining the appropriate level of compensation, this committee is guided by the regulations imposed by the terms of their contract with the city of new york human resource administration.

Form 990, Page 6, Part VI, Line 19

The governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Stella Orton Home Care Agency
EIN
13-3137595
Phone
7189874300
Address
4456 AMBOY ROAD, STATEN ISLAND, NY 10312

Signing Officer

Name
Bella Dulitsky Rn
Title
Executive Director
Phone
7189874300
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bella Dulitsky Rn
Formed
1982
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
1,006

Preparer

Firm
Desantis Kiefer Shall & Sarcone Llp
Address
1675 RICHMOND ROAD, STATEN ISLAND, NY 10304-2317
Preparer
John M Shall Jr CPA
Phone
7183512233
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Part iii, line 1 to enhance the quality of life through the delivery of compassionate home care, by qualified professional and para-professionals to individuals and families in their place of residence, for promoting, maintaining or restoring health and social functioning, while minimizing the effects of family stress, illness and disability

Financial Statement Notes

Schedule D, Page 3, Part X

Sohc is subject to the provisions of financial accounting standards board (fasb) accounting standards codification (asc) topic 740, income taxes, as it relates to accounting and reporting for uncertainty in income taxes. Because of sohc's general tax-exempt status, asc topic 740 has not had, and is not exepected to have, a material impact on its financial statements.

Raw XML AppendixShowing 400 of 560 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC. ADM. O
IRS990/Form990PartVIISectionAGrp/TitleTxt2FISCAL DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT-CH
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDING QUALITY COMPASSIONATE AND SUPPORTIVE SERVICES TO ELDERLY AND DISABLED NEW YORK CITY RESIDENTS UNDER AGREEMENTS WITH MANAGED CARE ORGANIZATIONS AND MANAGED CARE LONG TERM CARE ORGANIZATIONS. THE SERVICES ARE PROVIDED TO INDIVIDUALS OF ALL AGES REGARDLESS OF RACE, CREED, DISABILITY OR NATIONAL ORIGIN. THE ORGANIZATION PROVIDED TO APPROX. 347 CLIENTS A VARIETY OF SERVICES INCLUDING HOME HEALTH AIDE, PERSONAL CARE AIDE,HOUSEKEEPING, NURSING AND RELATED SERVICES BASED ON ASSESSMENTS MADE.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INTEREST INCOME FROM MCO A/R 70,413 MISC INCOME 17,357
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SOHC IS SUBJECT TO THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF SOHC'S GENERAL TAX-EXEMPT STATUS, ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXEPECTED TO HAVE, A MATERIAL IMPACT ON ITS FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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