Civic Intelligence

Liberty Foundation Inc.

990 • Fiscal year 2023 • EIN 14-1759246

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 10, 2024

Organization ProfileWWW.LIBERTYARC.ORG
43 Liberty DriveAmsterdam, NY 12010

(518) 842-5080

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

12th percentile

0.04x

Higher debt load relative to revenue than 12% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$294,089

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

77th percentile

19%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$41,047,662

Up $6,557,947 (+19%) from 2022

Net Assets

Up

$41,008,107

Up $6,530,291 (+19%) from 2022

Liabilities

Up

$39,555

Up $27,656 (+232%) from 2022

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin94th percentile

Revenue

Up

$959,667

Up $483,861 (+102%) from 2022

Expenses

Up

$335,140

Up $126,744 (+61%) from 2022

Net Income

Up

$624,527

Up $357,117 (+134%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$60M$40M$20M$0Assets 2010: $15,773,227Liabilities 2010: $8,190Net Assets 2010: $15,765,0372010Assets 2011: $16,349,508Liabilities 2011: $76,059Net Assets 2011: $16,273,4492011Assets 2012: $18,313,978Liabilities 2012: $204,042Net Assets 2012: $18,109,9362012Assets 2013: $20,912,744Liabilities 2013: $19,935Net Assets 2013: $20,892,8092013Assets 2014: $22,904,483Liabilities 2014: $22,346Net Assets 2014: $22,882,1372014Assets 2015: $22,945,633Liabilities 2015: $26,013Net Assets 2015: $22,919,6202015Assets 2016: $24,667,762Liabilities 2016: $21,220Net Assets 2016: $24,646,5422016Assets 2017: $27,983,890Liabilities 2017: $124,498Net Assets 2017: $27,859,3922017Assets 2018: $27,204,209Liabilities 2018: $267,004Net Assets 2018: $26,937,2052018Assets 2019: $31,214,157Liabilities 2019: $232,228Net Assets 2019: $30,981,9292019Assets 2020: $35,709,391Liabilities 2020: $11,963Net Assets 2020: $35,697,4282020Assets 2021: $41,905,032Liabilities 2021: $8,837Net Assets 2021: $41,896,1952021Assets 2022: $34,489,715Liabilities 2022: $11,899Net Assets 2022: $34,477,8162022Assets 2023: $41,047,662Liabilities 2023: $39,555Net Assets 2023: $41,008,1072023Assets 2024: $46,230,760Liabilities 2024: $51,288Net Assets 2024: $46,179,4722024

Highlighted filing

2023

Assets$41,047,662
Liabilities$39,555
Net Assets$41,008,107
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $166,0042010Expenses 2011: $174,9232011Revenue 2012: $1,085,700Expenses 2012: $385,252Net Income 2012: $700,4482012Revenue 2013: $782,425Expenses 2013: $176,682Net Income 2013: $605,7432013Revenue 2014: $1,005,909Expenses 2014: $195,535Net Income 2014: $810,3742014Revenue 2015: $622,329Expenses 2015: $219,934Net Income 2015: $402,3952015Revenue 2016: $759,289Expenses 2016: $248,088Net Income 2016: $511,2012016Revenue 2017: $773,744Expenses 2017: $250,446Net Income 2017: $523,2982017Revenue 2018: $847,623Expenses 2018: $267,798Net Income 2018: $579,8252018Revenue 2019: $1,285,395Expenses 2019: $1,558,906Net Income 2019: -$273,5112019Revenue 2020: $608,237Expenses 2020: $234,699Net Income 2020: $373,5382020Revenue 2021: $889,258Expenses 2021: $295,630Net Income 2021: $593,6282021Revenue 2022: $475,806Expenses 2022: $208,396Net Income 2022: $267,4102022Revenue 2023: $959,667Expenses 2023: $335,140Net Income 2023: $624,5272023Revenue 2024: $1,511,686Expenses 2024: $2,017,793Net Income 2024: -$506,1072024

Highlighted filing

2023

Revenue$959,667
Expenses$335,140
Net Income$624,527
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 10, 2024
Return Version
2023v5.1
Gross Receipts
$5,421,232
Mission and Program Overview

Mission

Liberty foundation, inc. Publicly solicits & receives funds for charitable purposes, primarily for the benefit of people with developmental disabilities. The contributions received help underwrite the cost of services that are not traditionally supported through publicly funded programs. These services are focused on individuals with developmental disabilities living in the community with their family. The programs give individuals opportunities to participate in stimulating, community based activities while offering families solutions for care and peace-of-mind.

Raise & mng funds for supporting prgms to improve the lives of persons w/developmental disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$23,657,079$29,811,546▲ $6,154,467
Investments in Publicly Traded Securities$9,800,917$10,247,422▲ $446,505
Land, Buildings, and Equipment, Net$343,758$679,059▲ $335,301
Savings and Temporary Cash Investments$239,699$264,969▲ $25,270
Cash and Non-Interest-Bearing Accounts$184,435$38,016▼ $146,419
Pledges and Grants Receivable$5,000$6,650▲ $1,650
Total Assets$34,489,715$41,047,662▲ $6,557,947
Other Assets Total$258,827$0▼ $258,827
Liabilities
Other Liabilities$0$25,190▲ $25,190
Accounts Payable and Accrued Expenses$11,899$14,365▲ $2,466
Total Liabilities$11,899$39,555▲ $27,656
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,477,816$41,008,107▲ $6,530,291
Total Net Assets Fund Balance$34,477,816$41,008,107▲ $6,530,291
Total Liabilities and Net Assets / Fund Balance$34,489,715$41,047,662▲ $6,557,947

Asset Categories

AssetBook ValueDepreciationBasis
Land$335,065-$335,065
Other Land Buildings$274,951-$274,951
Buildings$69,043$154,448$223,491
Other Securities$29,811,546--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleOtherTotal
Amy OsborneCFO$87,293$87,293

Board Members and Trustees

NameTitle
Donna CanestraroPresident
Paul DicaprioVice President
Anne BolesDirector
Michael LobbDirector
SARAH E ADAMOWSKI O'CONNORDirector
Wanda BurlingDirector Emeriti
Jennifer SaundersCEO
Brett HarrisTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Baker ConstructionConstruction1742 W GLENVILLE RD, Amsterdamn, NY 12010-8433$227,924
Revenue and Support

Revenue Composition

Contributions and Grants
$92,293
Program Service Revenue
$0
Investment Income
$750,935
Other Revenue
$116,439
All Other Contributions
$92,293
Change in Net Assets
$624,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$929,208
Revenue Not Reported on Financial Statements
$30,459
Revenue Not Reported on Form 990
$5,905,766
Total Revenue per Audited Statements
$6,834,974
Total Revenue per Form 990
$959,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$138,280
Other Expenses$101,085
Grants and Similar Amounts Paid$95,775
Total Fundraising Expense$31,378
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$99,032$7,030$106,062
Grants to Domestic Orgs$95,775--$95,775
Other Employee Benefits-$30,083$2,135$32,218
Fees for Service Investment Mgmnt Fees-$30,457-$30,457
Office Expenses-$3,614$22,213$25,827
Fees for Services Management-$20,583-$20,583
Fees for Services Accounting-$14,846-$14,846
Depreciation Depletion-$5,779-$5,779
Occupancy-$3,593-$3,593
Total Functional Expenses$95,775$207,987$31,378$335,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$335,140
Expenses per Audited Statements$304,683
Total Expenses per Audited Statements$304,683
Expenses Not Reported on Financial Statements$30,457
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nysarc Inc - Montgomery County ChapterAmsterdam, NY501(c)(3)Support of Programs Including Supported Employment and Community Connections$95,775
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,125
Fundraising Direct Expenses$35,465
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$68,998$68,998$21,584$47,414
Gala$46,990$46,990$18,265$28,725
Total Events$146,125$146,125$55,113$91,012
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 Affiliate$25,190
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
No
Other officer compensation reviewed
No
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, Section B, Line 11B

“Form 990 is prepared by the cpa firm that conducted an audit of the reporting organization's financial statements. A draft form 990 is reviewed by the organization's finance department and distributed to the board of directors for an opportunity to review and provide feedback prior to filing with irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest disclosures are updated annually and are summarized and shared with all board memebers so all are aware of each others potential conflicts. On occasion of new board members added, the organization does an updated communication about their disclosure. The organization also enforces this policy through their initial corporate compliance training with all board members, where the policy is reviewed, mostly on a one on one basis/trainer to board member, and the disclosure completed at that training. The board members receive a compliance packet of key information, and have their own copy of that policy in the packet to keep for their records. Recusing of the member with a conflict is also included in that training.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate any officers or key employees. They are paid by a related organization.”

Form 990, Part VI, Section C, Line 19

“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
Liberty Foundation Inc
EIN
14-1759246
Phone
5188425080
Address
43 LIBERTY DRIVE, AMSTERDAM, NY 12010

Signing Officer

Name
Jennifer Saunders
Title
CEO
Phone
5189543223
Signed
2024-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Saunders
Formed
1992
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Bonadio & Co Llp
Address
100 CORPORATE PARKWAY SUITE 200, AMHERST, NY 14226
Preparer
Mark Perez
Phone
7162506600
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The organization has not changed its oversight or selection process for the audit of its financial statements.”

Financial Statement Notes

PART X, LINE 2:

“A significant amount of transactional activity relating to disbursements, receipts, and payroll is processed on the books of the chapter and transferred to the appropriate related party using the due to/due from accounts throughout the course of the year.”

Raw XML AppendixShowing 400 of 536 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034477816
IRS990/NetAssetsOrFundBalancesEOYAmt041008107
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04030
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04030
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0110660
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0110660
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05779
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05905764
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034477816
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt041008107
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03593
IRS990/OccupancyGrp/TotalAmt03593
IRS990/OfficeExpensesGrp/FundraisingAmt022213
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03614
IRS990/OfficeExpensesGrp/TotalAmt025827
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0258827
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02135
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030083
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032218
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt025190
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07030
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt099032
IRS990/OtherSalariesAndWagesGrp/TotalAmt0106062
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06650
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER SAUNDERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt099645
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt057408
IRS990/PYInvestmentIncomeAmt0278856
IRS990/PYOtherExpensesAmt079839
IRS990/PYOtherRevenueAmt097305
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0267410
IRS990/PYSalariesCompEmpBnftPaidAmt071149
IRS990/PYTotalExpensesAmt0208396
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0475806
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0624527
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05779
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0264969
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE FOUNDATION DOES NOT RECEIVE A HIGH PERCENTAGE OF SUPPORT FROM GOVERNMENTAL UNITS OR THE PUBLIC. THEY DID SATISFY THE 10% TEST AS CALCULATED ON SCHEDULE A. IN ADDITION, THE FOLLOWING FACTS AND CIRCUMSTANCES WERE MET:1. THE GOVERNING BODY REPRESENTS THE BROAD INTEREST OF THE PUBLIC.2. FACILITIES OR SERVICES ARE PROVIDED DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS.3. MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWLEDGE OR EXPERTISE, PUBLIC OFFICIALS, OR CIVIC COMMUNITY MEMBERS PARTICIPATE IN OR SPONSOR PROGRAMS OF THE ORGANIZATION.4. A DEFINITIVE PROGRAM IS MAINTAINED FOR ACCOMPLISHING CHARITABLE WORK IN THE COMMUNITY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt099645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt084002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0107998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0138980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0522918
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0746905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0859999
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0774870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0678215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0761557
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03821546
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.12040
IRS990ScheduleA/PublicSupportPY170Pct00.12940
IRS990ScheduleA/PublicSupportTotal170Amt0522918
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt099645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt084002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0107998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0138980
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0522918
IRS990ScheduleA/TotalSupportAmt04344464
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt069043
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0154448
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0223491
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030457
IRS990ScheduleD/ExpensesSubtotalAmt0304683
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030457
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030459
IRS990ScheduleD/LandGrp/BookValueAmt0335065
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0335065
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05905766
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0274951
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0274951
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025190
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt029811546
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD TOTAL STOCK MKT IDX INST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt05905766
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030459
IRS990ScheduleD/RevenueSubtotalAmt0929208
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A SIGNIFICANT AMOUNT OF TRANSACTIONAL ACTIVITY RELATING TO DISBURSEMENTS, RECEIPTS, AND PAYROLL IS PROCESSED ON THE BOOKS OF THE CHAPTER AND TRANSFERRED TO THE APPROPRIATE RELATED PARTY USING THE DUE TO/DUE FROM ACCOUNTS THROUGHOUT THE COURSE OF THE YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0679059
IRS990ScheduleD/TotalBookValueSecuritiesAmt029811546
IRS990ScheduleD/TotalExpensesPerForm990Amt0335140
IRS990ScheduleD/TotalLiabilityAmt025190
IRS990ScheduleD/TotalRevenuePerForm990Amt0959667
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06834974
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0304683
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055113
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt068998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0146125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt068998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146125
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt091012
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015264
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt055113
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt095775
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF PROGRAMS INCLUDING SUPPORTED EMPLOYMENT AND COMMUNITY CONNECTIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NYSARC INC - MONTGOMERY COUNTY CHAPTER
IRS990ScheduleI/RecipientTable/RecipientEIN0141506257
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt043 LIBERTY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AMSTERDAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012010
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTOR MINUTES WERE THE RECORDS MAINTAINED FOR THE GRANT. THE BOARD REVIEWED AN OVERVIEW OF THE PROGRAM'S ACCOMPLISHMENTS AT THE END OF THE YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0250306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt043783
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JENNIFER SAUNDERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0294089
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0NYSARC, INC. - MONTGOMERY COUNTY CHAPTER, AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE REPORTING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. NYSARC,INC. - MONTGOMERY COUNTY CHAPTER HAS ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING INDEPENDENT COMPENSATION CONSULTANTS, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1JENNIFER SAUNDERS - $15,000
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE CPA FIRM THAT CONDUCTED AN AUDIT OF THE REPORTING ORGANIZATION'S FINANCIAL STATEMENTS. A DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT AND DISTRIBUTED TO THE BOARD OF DIRECTORS FOR AN OPPORTUNITY TO REVIEW AND PROVIDE FEEDBACK PRIOR TO FILING WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST DISCLOSURES ARE UPDATED ANNUALLY AND ARE SUMMARIZED AND SHARED WITH ALL BOARD MEMEBERS SO ALL ARE AWARE OF EACH OTHERS POTENTIAL CONFLICTS. ON OCCASION OF NEW BOARD MEMBERS ADDED, THE ORGANIZATION DOES AN UPDATED COMMUNICATION ABOUT THEIR DISCLOSURE. THE ORGANIZATION ALSO ENFORCES THIS POLICY THROUGH THEIR INITIAL CORPORATE COMPLIANCE TRAINING WITH ALL BOARD MEMBERS, WHERE THE POLICY IS REVIEWED, MOSTLY ON A ONE ON ONE BASIS/TRAINER TO BOARD MEMBER, AND THE DISCLOSURE COMPLETED AT THAT TRAINING. THE BOARD MEMBERS RECEIVE A COMPLIANCE PACKET OF KEY INFORMATION, AND HAVE THEIR OWN COPY OF THAT POLICY IN THE PACKET TO KEEP FOR THEIR RECORDS. RECUSING OF THE MEMBER WITH A CONFLICT IS ALSO INCLUDED IN THAT TRAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THEY ARE PAID BY A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,047,662
Liabilities
$39,555
Net assets
$41,008,107
Revenue
$959,667
Expenses
$335,140
Net income
$624,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.2$0.05$46.2$1.51$2.02$0.51
2023Detailed filing. Detailed filing data is available for this year.$41.0$0.04$41.0$0.96$0.34$0.62
2022Detailed filing. Detailed filing data is available for this year.$34.5$0.01$34.5$0.48$0.21$0.27
2021Detailed filing. Detailed filing data is available for this year.$41.9$0.01$41.9$0.89$0.30$0.59
2020Detailed filing. Detailed filing data is available for this year.$35.7$0.01$35.7$0.61$0.23$0.37
2019Detailed filing. Detailed filing data is available for this year.$31.2$0.23$31.0$1.29$1.56$0.27
2018Detailed filing. Detailed filing data is available for this year.$27.2$0.27$26.9$0.85$0.27$0.58
2017Detailed filing. Detailed filing data is available for this year.$28.0$0.12$27.9$0.77$0.25$0.52
2016Detailed filing. Detailed filing data is available for this year.$24.7$0.02$24.6$0.76$0.25$0.51
2015Detailed filing. Detailed filing data is available for this year.$22.9$0.03$22.9$0.62$0.22$0.40
2014Detailed filing. Detailed filing data is available for this year.$22.9$0.02$22.9$1.01$0.20$0.81
2013Detailed filing. Detailed filing data is available for this year.$20.9$0.02$20.9$0.78$0.18$0.61
2012Summary only. Only limited summary data is available for this year.$18.3$0.20$18.1$1.09$0.39$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.08$16.3$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$0.01$15.8$0.17