ABILITY BEYOND DISABILITY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ABILITY BEYOND DISABILITY INC (EIN 06-0776594)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349312569
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:51:46-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060776594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABILITY BEYOND DISABILITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABIL | BusinessNameControlTxt |
| Phone | 2037754700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BERKSHIRE BLVD | AddressLine1Txt |
| City | BETHEL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI I PASQUALINI CPA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2037754700 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE PETERCSAK | PreparerPersonNm |
| PTIN | P01357092 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABILITY BEYOND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BERKSHIRE BLVD | AddressLine1Txt |
| City | BETHEL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,987,532 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABILITYBEYOND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | DRIVEN BY THE MISSION TO DISCOVER, BUILD, AND CELEBRATE THE ABILITY IN EVERYONE WE SERVE, ABILITY BEYOND HAS PIONEERED INNOVATIVE AND PERSON-CENTERED CARE FOR PEOPLE WITH DISABILITIES SINCE 1953. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1394 | TotalEmployeeCnt |
| Total Volunteers | 89 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,647,531 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,570,646 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $63,502,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $63,125,054 | CYProgramServiceRevenueAmt |
| PY Investment Income | $583,446 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,160,055 | CYInvestmentIncomeAmt |
| PY Other Revenue | $85,611 | PYOtherRevenueAmt |
| CY Other Revenue | $99,645 | CYOtherRevenueAmt |
| PY Total Revenue | $65,819,053 | PYTotalRevenueAmt |
| CY Total Revenue | $67,955,400 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,677,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,107,898 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,197,634 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,995,175 | PYOtherExpensesAmt |
| CY Other Expenses | $12,802,364 | CYOtherExpensesAmt |
| PY Total Expenses | $65,672,301 | PYTotalExpensesAmt |
| CY Total Expenses | $67,910,262 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $146,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,138 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,595,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,665,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,340,153 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,372,889 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,255,403 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,293,004 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ABILITY BEYOND IS TO DISCOVER, BUILD, AND CELEBRATE THE ABILITY IN ALL PEOPLE. WITH APPROXIMATELY 1,100 FULL-TIME AND PART-TIME EMPLOYEES, ABILITY BEYOND SERVES MORE THAN 3,000 INDIVIDUALS WITH DISABILITIES EACH YEAR.WE SUPPORT INDIVIDUALS AGES 18 TO OVER 90 WITH AUTISM, DEVELOPMENTAL DISABILITIES, ACQUIRED BRAIN INJURY, AND MENTAL HEALTH CHALLENGES, AS WELL AS AGE-RELATED CONDITIONS EXPERIENCED BY INDIVIDUALS IN LONG-TERM RESIDENTIAL CARE.ACROSS CONNECTICUT AND NEW YORK, ABILITY BEYOND PROVIDES A COMPREHENSIVE CONTINUUM OF SERVICES, INCLUDING RESIDENTIAL SUPPORTS, DAY AND TRANSITION PROGRAMS, EMPLOYMENT SERVICES, CLINICAL CARE, AND TRANSPORTATION. OUR INTEGRATED APPROACH ENSURES INDIVIDUALS RECEIVE PERSONALIZED SUPPORT THAT PROMOTES INDEPENDENCE, COMMUNITY INCLUSION, AND QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $45,489,368 | ExpenseAmt |
| Revenue | $47,144,492 | RevenueAmt |
| Desc | RESIDENTIAL CONTINUUM OF CARE: ABILITY BEYOND'S RESIDENTIAL PROGRAMS PROVIDE SAFE, SUPPORTIVE ENVIRONMENTS TAILORED TO INDIVIDUALS AT EVERY STAGE OF ADULT LIFE. DURING FISCAL YEAR 2025, WE SUPPORTED MORE THAN 400 INDIVIDUALS ACROSS CONNECTICUT AND NEW YORK THROUGH A RANGE OF HOUSING MODELS, INCLUDING SUPPORTED INDEPENDENT LIVING AND GROUP RESIDENCES OFFERING VARYING LEVELS OF CARE, UP TO AND INCLUDING 24-HOUR SUPPORT.THESE PROGRAMS EMPHASIZE PERSON-CENTERED CARE AND ARE COMPLEMENTED BY LIFE-SKILLS COACHING, RECREATIONAL OPPORTUNITIES, AND ACCESS TO DAY OR EMPLOYMENT SERVICES BASED ON EACH INDIVIDUAL'S GOALS AND NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,791,822 | ExpenseAmt |
| Revenue | $16,080,207 | RevenueAmt |
| Desc | DAY AND TRANSITION SERVICES: ABILITY BEYOND PROVIDES DAY AND COMMUNITY-BASED SERVICES THROUGHOUT CONNECTICUT AND NEW YORK, WITH PROGRAM LOCATIONS IN CHAPPAQUA, NY, AND BETHEL, NORWALK, WATERBURY, BRISTOL, AND NEW HAVEN, CT.SERVICES INCLUDE COMMUNITY-BASED DAY ACTIVITIES AND ENRICHMENT, PRE-EMPLOYMENT SKILLS TRAINING, INTERNSHIPS AND WORK-READINESS PROGRAMS, AND LIFE-SKILLS DEVELOPMENT.OUR TRANSITION SERVICES SUPPORT YOUNG ADULTS MOVING FROM HIGH SCHOOL TO ADULTHOOD, OFFERING EMPLOYMENT READINESS TRAINING, INTERNSHIPS, VOLUNTEER OPPORTUNITIES, AND PAID WORK EXPERIENCES.THROUGH PARTNERSHIPS WITH LOCAL EMPLOYERS, HOSPITALS, AND COMMUNITY COLLEGESINCLUDING PROJECT SEARCH PROGRAMSPARTICIPANTS GAIN MEANINGFUL, REAL-WORLD WORK EXPERIENCE WHILE COMPLETING THEIR EDUCATION.TRANSPORTATION IS A CRITICAL COMPONENT OF ACCESS TO SERVICES. OUR FLEET OF MORE THAN 145 VEHICLES TRAVELED OVER 1 MILLION MILES IN FY2025, ENSURING INDIVIDUALS CAN FULLY PARTICIPATE IN THEIR COMMUNITIES.EMPLOYMENT SERVICES: EMPLOYMENT IS CENTRAL TO ABILITY BEYOND'S MISSION. OUR EMPLOYMENT PROGRAMS CONNECT INDIVIDUALS WITH DISABILITIES TO MEANINGFUL JOBS ACROSS A WIDE RANGE OF INDUSTRIES. OUR HUNDREDS OF EMPLOYER PARTNERS BENEFIT FROM OUR TALENT SOURCING AND HELP US KEEP AN EMPLOYMENT RATE CONSISTENTLY TWICE THE NATIONAL AVERAGE FOR OUR CONSTITUENTS.OVER THE PAST DECADE, MORE THAN 10,000 INDIVIDUALS HAVE SECURED EMPLOYMENT THROUGH OUR PROGRAMS. IN FY2025 ALONE, WE SUPPORTED 888 PAID JOB PLACEMENTS.THROUGH OUR NATIONAL TICKET TO WORK PROGRAM, WE PROVIDE VIRTUAL EMPLOYMENT SERVICES TO INDIVIDUALS RECEIVING SOCIAL SECURITY DISABILITY BENEFITS, SERVING PARTICIPANTS IN 43 STATES, WASHINGTON, D.C., AND PUERTO RICO.DISABILITY SOLUTIONS (NATIONAL CONSULTING INITIATIVE) DISABILITY SOLUTIONS PARTNERS WITH LEADING CORPORATIONS TO ADVANCE DISABILITY INCLUSION IN THE WORKFORCE.SINCE ITS INCEPTION, DISABILITY SOLUTIONS HAS SUPPORTED MORE THAN 9,000 HIRES AND BUILT A GLOBAL NETWORK OF OVER 19,000 COMMUNITY PARTNERS.CLIENTS INCLUDE MAJOR CORPORATIONS SUCH AS PEPSICO, JOHNSON & JOHNSON, BANK OF AMERICA, LULULEMON, AND THE BILL & MELINDA GATES FOUNDATION.TECHNOLOGY AND INNOVATION: ABILITY BEYOND DEVELOPS IN-HOUSE TECHNOLOGY SOLUTIONS TO ENHANCE CARE QUALITY AND EFFICIENCY.OUR PROTOCOL APP PROVIDES REAL-TIME GUIDANCE TO STAFF AND CONTRIBUTED TO AN 80% REDUCTION IN PROTOCOL-RELATED ERRORS IN ITS FIRST YEAR.OUR TECHNOLOGY INNOVATIONS FOR PEOPLE (T.I.P.) SQUAD ENGAGES INDIVIDUALS SERVED IN TESTING TECHNOLOGIES THAT PROMOTE INDEPENDENCE AND SAFETY.CLINICAL AND SUPPLEMENTAL SUPPORTS: ABILITY BEYOND PROVIDES BEHAVIORAL SERVICES, NURSING, OCCUPATIONAL, PHYSICAL, SPEECH THERAPY, AND PSYCHOLOGICAL SERVICES.OUR OUTPATIENT CLINIC IN CHAPPAQUA, NY, OFFERS ADDITIONAL COMMUNITY-BASED SUPPORT.WE ALSO PROVIDE TRANSPORTATION, RECREATIONAL PROGRAMMING, AND OPERATE THE CONNECTICUT REGIONAL SPECIAL OLYMPICS PROGRAM.WORKFORCE DEVELOPMENT (TEAM ABILITY): ABILITY BEYOND INVESTS IN WORKFORCE DEVELOPMENT THROUGH ITS PATHWAYS TO EXCELLENCE PROGRAM, OFFERING CAREER ADVANCEMENT AND SPECIALIZED CERTIFICATIONS.PARTICIPANTS DEMONSTRATE STRONG RETENTION, WITH TURNOVER RATES OF APPROXIMATELY 6% OVER SEVEN YEARS.OUR 'MY ABILITY' APP EQUIPS STAFF WITH REAL-TIME INFORMATION AND RESOURCES.ORGANIZATIONAL OUTCOMES: STAFF TURNOVER RATES CONSISTENTLY LESS THAN HALF THE NATIONAL AVERAGE.EMPLOYMENT RATES FOR INDIVIDUALS SERVED MORE THAN TWICE THE NATIONAL AVERAGE.SATISFACTION RATES EXCEEDING 95% AMONG INDIVIDUALS SERVED AND THEIR FAMILIES.ABILITY BEYOND IS COMMITTED TO DELIVERING BEST-IN-CLASS, PERSON-CENTERED SERVICES THAT EMPOWER INDIVIDUALS TO LIVE MEANINGFUL, INDEPENDENT LIVES. WE CONTINUE TO ADVANCE OUR MISSION OF DISCOVERING, BUILDING, AND CELEBRATING THE ABILITY IN ALL PEOPLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,281,190 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1394 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI I PASQUALINI CPA CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037754700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BERKSHIRE BLVD | AddressLine1Txt |
| City | BETHEL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE MULVANEY | |||||||||
| ACTING CHAIRMAN AS OF 8/2024 | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BEDOUKIAN | |||||||||
| CHAIRMAN TO 8/2024 | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES KENNEDY | |||||||||
| VICE CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRED L BAKER ESQ | |||||||||
| SECRETARY (NON-VOTING) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORI I PASQUALINI CPA | |||||||||
| TREASURER( NON-VOTING),CFO | 50.00 | 2.00 | Yes (X) | Yes (X) | $229,517 | $71,055 | $38,514 | ||
| LIZ HEITNER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KIRSHNER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LOEHR | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN DOUGLAS | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PARKES | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDY SHAUGHNESSY | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN TRACY | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI STEELE | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE DAVIS | |||||||||
| PRESIDENT/CEO | 40.00 | 10.00 | Yes (X) | Yes (X) | $239,995 | $74,300 | $45,676 | ||
| CARRIE E O'CONNELL | |||||||||
| SENIOR SERVICES DIRECTOR | 30.00 | 10.00 | $111,097 | $49,962 | $0 | Yes (X) | |||
| HEIDI B CHELEDNIK | |||||||||
| SERVICES DIRECTOR | 40.00 | 0.00 | $161,168 | $0 | $0 | Yes (X) | |||
| TRACY L CONTE | |||||||||
| VP OF DEVELOPMENT & COMM ENGAGEMENT | 40.00 | 0.00 | $196,802 | $0 | $47,508 | Yes (X) | |||
| JENIFER I BEAUDEAN-WHITE | |||||||||
| DIR, INT COM & LEAD SP PR | 30.00 | 10.00 | $144,320 | $44,680 | $0 | Yes (X) | |||
| DAVID MANCUSI | |||||||||
| SR LEADER INNOVATIONS/IS | 30.00 | 10.00 | $126,827 | $39,264 | $47,171 | Yes (X) | |||
| PATRICK L QUEENAN PHD | |||||||||
| DIRECTOR, CLINICAL SVCS. | 36.00 | 4.00 | $125,793 | $38,944 | $47,508 | Yes (X) | |||
| AMY J BROWN | |||||||||
| CONTROLLER | 30.00 | 10.00 | $132,141 | $40,909 | $19,682 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,467,660 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $359,114 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $246,059 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SLH HOME IMPROVEMENT LLC | |||||
| 91 WILSON AVE | TRUMBULL | CT | 06611 | CONSTRUCTION SERVICES | $301,952 |
| BROTHERS OUTDOOR SERVICES LLC | |||||
| PO BOX 114 | BROOKFIELD | CT | 06804 | LANDSCAPING SERVICES | $280,581 |
| TIDY LAUNDRY INC | |||||
| 3939 MAIN STREET | BRIDGEPORT | CT | 06606 | LAUNDRY SERVICES | $267,083 |
| R&S CONSTRUCTION SERVICES INC | |||||
| 2072 STRAITS TURNPIKE PO BOX 121 | MIDDLEBURY | CT | 06762 | CONSTRUCTION SERVICES | $216,091 |
| ADVANCED AUTO REPAIR | |||||
| 23 CHESTNUT ST | DANBURY | CT | 06810 | VEHICLE SERVICES | $169,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $407,084 | FundraisingAmt |
| Government Grants | $931,763 | GovernmentGrantsAmt |
| All Other Contributions | $2,231,799 | AllOtherContributionsAmt |
| Noncash Contributions | $841,048 | NoncashContributionsAmt |
| Total Contributions | $3,570,646 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL CONTINUUM OF CARE | 623990 | $47,071,837 | $47,071,837 |
| INDEPENDENT LIVING SUPPORT | 624310 | $16,053,217 | $16,053,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $63,125,054 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $415,028 | TotalRevenueColumnAmt |
| Exclusion | $415,028 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,321,426 | SecuritiesAmt |
| Other | $210,409 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $771,124 | SecuritiesAmt |
| Other | $15,684 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $550,302 | SecuritiesAmt |
| Other | $194,725 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $745,027 | TotalRevenueColumnAmt |
| Exclusion | $745,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $245,324 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $407,084 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $245,324 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REIMBURSEMENTS - RCC | 623990 | $72,655 | $72,655 |
| MISCELLANEOUS INCOME - ILS | 624310 | $26,990 | $26,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $99,645 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,955,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,224,699 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,160,055 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,697 | TotalAmt |
| Management And General | $971,697 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,534,558 | TotalAmt |
| Program Services | $39,211,001 | ProgramServicesAmt |
| Management And General | $2,595,062 | ManagementAndGeneralAmt |
| Fundraising | $728,495 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989,924 | TotalAmt |
| Program Services | $1,986,861 | ProgramServicesAmt |
| Management And General | $2,560 | ManagementAndGeneralAmt |
| Fundraising | $503 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,531,796 | TotalAmt |
| Program Services | $4,985,989 | ProgramServicesAmt |
| Management And General | $453,267 | ManagementAndGeneralAmt |
| Fundraising | $92,540 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,079,923 | TotalAmt |
| Program Services | $3,671,466 | ProgramServicesAmt |
| Management And General | $339,179 | ManagementAndGeneralAmt |
| Fundraising | $69,278 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,010 | TotalAmt |
| Management And General | $47,010 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,260 | TotalAmt |
| Management And General | $124,260 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,500 | TotalAmt |
| Management And General | $54,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,059 | TotalAmt |
| Fundraising | $43,059 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,494 | TotalAmt |
| Program Services | $76,893 | ProgramServicesAmt |
| Management And General | $47,625 | ManagementAndGeneralAmt |
| Fundraising | $13,976 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,893 | TotalAmt |
| Program Services | $66,292 | ProgramServicesAmt |
| Management And General | $231,630 | ManagementAndGeneralAmt |
| Fundraising | $32,971 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,666,523 | TotalAmt |
| Program Services | $2,294,281 | ProgramServicesAmt |
| Management And General | $364,448 | ManagementAndGeneralAmt |
| Fundraising | $7,794 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,083 | TotalAmt |
| Program Services | $520,682 | ProgramServicesAmt |
| Management And General | $138 | ManagementAndGeneralAmt |
| Fundraising | $263 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,584 | TotalAmt |
| Program Services | $327,613 | ProgramServicesAmt |
| Management And General | $150,512 | ManagementAndGeneralAmt |
| Fundraising | $5,459 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724,599 | TotalAmt |
| Program Services | $1,595,283 | ProgramServicesAmt |
| Management And General | $124,182 | ManagementAndGeneralAmt |
| Fundraising | $5,134 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,717 | TotalAmt |
| Program Services | $393,157 | ProgramServicesAmt |
| Management And General | $308,580 | ManagementAndGeneralAmt |
| Fundraising | $980 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES, FOOD, ACTIVIT | $2,356,694 | $2,354,410 | $1,961 | $323 |
| ST OF CT DSS ICF PROVID | $1,185,504 | $1,185,504 | ||
| HIRING EXP, STAFF SUPPO | $1,148,259 | $809,199 | $336,667 | $2,393 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,185 | TotalAmt |
| Program Services | $802,559 | ProgramServicesAmt |
| Management And General | $278,160 | ManagementAndGeneralAmt |
| Fundraising | $194,466 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,910,262 | TotalAmt |
| Program Services | $60,281,190 | ProgramServicesAmt |
| Management And General | $6,431,438 | ManagementAndGeneralAmt |
| Fundraising | $1,197,634 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,388 | BOYAmt |
| EOY | $472,670 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,256 | BOYAmt |
| EOY | $3,238,900 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,370,072 | BOYAmt |
| EOY | $3,814,139 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,134 | BOYAmt |
| EOY | $689,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,694,423 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,648,121 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,099,353 | BOYAmt |
| EOY | $15,046,302 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,632,043 | BOYAmt |
| EOY | $7,668,196 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,553,310 | BOYAmt |
| EOY | $2,735,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,595,556 | BOYAmt |
| EOY | $33,665,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,020,333 | BOYAmt |
| EOY | $8,746,923 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,012 | BOYAmt |
| EOY | $2,109,145 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434,828 | BOYAmt |
| EOY | $7,442,729 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,174,980 | BOYAmt |
| EOY | $2,074,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,340,153 | BOYAmt |
| EOY | $20,372,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,923,762 | BOYAmt |
| EOY | $9,738,279 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,331,641 | BOYAmt |
| EOY | $3,554,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,255,403 | BOYAmt |
| EOY | $13,293,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,595,556 | BOYAmt |
| EOY | $33,665,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $45,138 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,537 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,626,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,462,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,573,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,647,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,570,646 | CurrentTaxYearAmt |
| Total | $16,881,097 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,477,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,105,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,380,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,588,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,224,699 | CurrentTaxYearAmt |
| Total | $291,775,326 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,103,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,568,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,953,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,235,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,795,345 | CurrentTaxYearAmt |
| Total | $308,656,423 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $291,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,944 | CurrentTaxYearAmt |
| Total | $1,510,542 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $291,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,944 | CurrentTaxYearAmt |
| Total | $1,510,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $307,145,881 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $415,026 | CurrentTaxYearAmt |
| Total | $1,498,565 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $415,026 | CurrentTaxYearAmt |
| Total | $1,498,565 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,361 | CurrentTaxYearMinus2YearsAmt |
| Total | $34,990 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,319,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,793,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,231,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,636,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,210,371 | CurrentTaxYearAmt |
| Total | $310,189,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99020 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99040 | PublicSupportPY509Pct |
| Investment Income CY | 0.00480 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2021 AMOUNT: $ 8,629. 2022 AMOUNT: $ 26,361. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $54,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $54,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENSES WERE USED TO ACTIVELY SEEK OUT POTENTIAL CONNECTICUT STATE GRANT FUNDING OPPORTUNITIES. COMMUNICATING WITH STATE AGENCIES INCLUDING, BUT NOT LIMITED TO, THE OFFICE OF POLICY MANAGEMENT, DEPARTMENT OF SOCIAL SERVICES, THE DEPARTMENT OF DEVELOPMENTAL DISABILITIES, THE DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES, AND THE DEPARTMENT OF ECONOMIC AND COMMUNITY DEVELOPMENT. MONITOR AND REPORT ON LEGISLATION THAT POTENTIALLY IMPACTS THE CLIENT. COMMUNICATE WITH THE ELECTIVE AND LEGISLATIVE BRANCHES OF GOVERNMENT AND COORDINATE MEETINGS WITH THE CLIENT WHEN NECESSARY. REPRESENT THE CLIENT AT INDUSTRY MEETINGS, IF REQUESTED. ASSISTING THE PRESIDENT AND CEO WITH COMMUNITY OUTREACH, INCLUDING MAKING INTRODUCTIONS TO CIVIC AND COMMUNITY LEADERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $187,239 | BeginningBalanceAmt |
| Additions During Year | $8,606 | AdditionsDuringYearAmt |
| Ending Balance | $195,845 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,632,043 | BeginningYearBalanceAmt |
| Contributions | $344,926 | ContributionsAmt |
| Investment Earnings Or Losses | $734,285 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $43,058 | AdministrativeExpensesAmt |
| End Year Balance | $7,668,196 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,438,009 | BeginningYearBalanceAmt |
| Contributions | $434,667 | ContributionsAmt |
| Investment Earnings Or Losses | $795,325 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $35,958 | AdministrativeExpensesAmt |
| End Year Balance | $6,632,043 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,896,834 | BeginningYearBalanceAmt |
| Contributions | $31,204 | ContributionsAmt |
| Investment Earnings Or Losses | $477,468 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $32,503 | AdministrativeExpensesAmt |
| End Year Balance | $5,438,009 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,588,241 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $216,294 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $92,299 | AdministrativeExpensesAmt |
| End Year Balance | $4,896,834 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,354,560 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $262,175 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $28,494 | AdministrativeExpensesAmt |
| End Year Balance | $4,588,241 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,298,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,363,530 | DepreciationAmt |
| Book Value | $11,934,949 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $608,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $541,239 | DepreciationAmt |
| Book Value | $67,672 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,909,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,521,434 | DepreciationAmt |
| Book Value | $387,962 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,877,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,221,918 | DepreciationAmt |
| Book Value | $2,655,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,046,302 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $61,579 |
| DUE FROM RELATED PARTY | $880,539 |
| OTHER ASSETS | $461,935 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $1,331,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,735,767 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $1,435,466 |
| FINANCE LEASE LIABILITIES | $638,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,074,092 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION SERVES AS SOCIAL SECURITY REPRESENTATIVE PAYEES FOR MULTIPLE INDIVIDUALS. |
| PART X, LINE 2: | MANAGEMENT RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. ACCORDINGLY, MANAGEMENT BELIEVES THE AGENCY'S INCOME TAX POSITIONS ARE CONSISTENT WITH ITS TAX EXEMPT STATUS AND HAS DETERMINED THAT THE AGENCY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $408,341 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $278,168 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $130,173 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $54,439 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $75,734 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $141,310 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $60,513 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $80,797 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $39,597 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $41,200 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $102,757 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $68,403 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $34,354 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $11,288 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,066 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $652,408 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $407,084 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $245,324 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $105,324 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $140,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $245,324 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE DAVIS | ||||||||||||||
| PRESIDENT/CEO | $188,689 | $58,416 | $51,306 | $15,884 | $0 | $0 | $13,745 | $4,255 | $21,133 | $6,543 | $274,873 | $85,098 | $0 | $0 |
| LORI I PASQUALINI CPA | ||||||||||||||
| TREASURER( NON-VOTING),CFO | $210,427 | $65,145 | $19,090 | $5,910 | $0 | $0 | $0 | $0 | $29,409 | $9,105 | $258,926 | $80,160 | $0 | $0 |
| TRACY L CONTE | ||||||||||||||
| VP OF DEVELOPMENT & COMM ENGAGEMENT | $186,802 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $47,508 | $0 | $244,310 | $0 | $0 | $0 |
| DAVID MANCUSI | ||||||||||||||
| SR LEADER INNOVATIONS/IS | $126,827 | $39,264 | $0 | $0 | $0 | $0 | $0 | $0 | $36,020 | $11,151 | $162,847 | $50,415 | $0 | $0 |
| PATRICK L QUEENAN PHD | ||||||||||||||
| DIRECTOR, CLINICAL SVCS. | $125,793 | $38,944 | $0 | $0 | $0 | $0 | $0 | $0 | $36,277 | $11,231 | $162,070 | $50,175 | $0 | $0 |
| AMY J BROWN | ||||||||||||||
| CONTROLLER | $132,141 | $40,909 | $0 | $0 | $0 | $0 | $0 | $0 | $15,029 | $4,653 | $147,170 | $45,562 | $0 | $0 |
| JENIFER I BEAUDEAN-WHITE | ||||||||||||||
| DIR, INT COM & LEAD SP PR | $144,320 | $44,680 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $144,320 | $44,680 | $0 | $0 |
| HEIDI B CHELEDNIK | ||||||||||||||
| SERVICES DIRECTOR | $161,168 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $161,168 | $0 | $0 | $0 |
| CARRIE E O'CONNELL | ||||||||||||||
| SENIOR SERVICES DIRECTOR | $111,097 | $49,962 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $111,097 | $49,962 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD OF DIRECTORS HAS CHARGED THE EXECUTIVE COMMITTEE WITH MAKING RECOMMENDATIONS TO THE BOARD FOR DETERMINATION OF COMPENSATION OF THE PRESIDENT/CEO. INFORMATION IS MADE AVAILABLE TO ASSIST IN ESTABLISHING COMPENSATION THAT IS FAIR AND REASONABLE INCLUDING, RECENT SURVEYS AND/OR ANALYSIS OF LIKE ORGANIZATIONS IN THE REGION; SPECIFIC COMPENSATION DATA FOR SIMILAR POSITIONS IN ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY IN THE REGIONS. INFORMATION COLLECTED WITH RELEVANCE TO PRESIDENT/CEO COMPENSATION IS REVIEWED BY THE CHAIR OF HUMAN RESOURCES COMMITTEE WHO PRESENTS THIS DATA TO THE EXECUTIVE COMMITTEE (SENIOR MANAGEMENT COMPENSATION COMMITTEE) FOR CONSIDERATION IN DEVELOPING THE COMMITTEE'S RECOMMENDATION TO THE BOARD OF DIRECTORS AS TO TERMS OF AN EMPLOYMENT AGREEMENT, IF ANY AND ANNUAL COMPENSATION TO BE PAID TO THE PRESIDENT/CEO. THE BOARD OF DIRECTORS APPROVES THE PRESIDENT/CEO EMPLOYMENT AGREEMENT AND COMPENSATION. INFORMATION COLLECTED AND RELEVANT TO COMPENSATION FOR OTHER SENIOR MANAGEMENT PERSONNEL IS REVIEWED WITH THE PRESIDENT/CEO WHO CONSIDERS THE DATE IN RECOMMENDING ANNUAL COMPENSATION FOR THESE INDIVIDUALS. THIS PROCESS IS DOCUMENTED IN BOARD MEETING MINUTES. THE CEO HAS ENTERED INTO AN EMPLOYMENT AGREEMENT WHICH INCLUDES A PROVISION FOR BONUS PAYMENTS BASED ON THE EXECUTIVES PERFORMANCE RANGING FROM 10 TO 20%. |
| PART I, LINE 7 | BONUSES ARE PAID BASED ON PERFORMANCE LEVELS. |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $841,048 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS DELEGATES THE REVIEW OF THE FORM 990 TO THE FINANCE COMMITTEE. A COPY OF THE 990 WILL BE PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD OF DIRECTORS, TRUSTEES, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTIONS; AND SHALL NOT INFLUENCE VOTING OR DELIBERATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS HAS CHARGED THE EXECUTIVE COMMITTEE WITH MAKING RECOMMENDATIONS TO THE BOARD FOR THE DETERMINATION OF COMPENSATION OF THE PRESIDENT/CEO. INFORMATION IS MADE AVAILABLE TO ASSIST IN ESTABLISHING COMPENSATION THAT IS FAIR AND REASONABLE INCLUDING: RECENT COMPENSATION SURVEYS AND/OR ANALYSIS OF LIKE ORGANIZATIONS IN THE REGION, SPECIFIC COMPENSATION DATA FOR SIMILAR POSITIONS IN ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY. INFORMATION COLLECTED WITH RELEVANCE TO THE PRESIDENT/CEO COMPENSATION IS REVIEWED WITH THE CHAIR OF THE HUMAN RESOURCE COMMITTEE AND THE BOARD OF DIRECTORS WHO PRESENTS THIS DATA TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION IN DEVELOPING THE COMMITTEE'S RECOMMENDATION TO THE BOARD OF DIRECTORS AS TO TERMS OF AN EMPLOYMENT AGREEMENT, IF ANY, AND ANNUAL COMPENSATION TO BE PAID TO THE PRESIDENT/CEO. THE BOARD OF DIRECTORS APPROVES THE PRESIDENT/CEO EMPLOYMENT AND COMPENSATION AGREEMENT. INFORMATION COLLECTED WITH RELEVANCE TO COMPENSATION FOR OTHER SENIOR MANAGEMENT PERSONNEL IS REVIEWED WITH THE PRESIDENT/CEO WHO CONSIDERS THIS DATA IN RECOMMENDING ANNUAL COMPENSATION FOR THESE INDIVIDUALS. THE CEO'S RECOMMENDATIONS ARE REVIEWED FOR REASONABLENESS BY THE EXECUTIVE COMMITTEE (SR. MANAGEMENT COMPENSATION COMMITTEE) PRIOR TO RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION IS DETERMINED BY TERMS OF EMPLOYMENT AGREEMENTS (IF ANY), THE ORGANIZATIONS PERFORMANCE, THE EMPLOYEE'S CONTRIBUTIONS TO THAT PERFORMANCE AND HIS/HER YEARS OF SERVICE. ADDITIONAL FACTORS CONSIDERED ARE EDUCATION OR CREDENTIALS, PRIOR EXPERIENCE, CURRENT OR PRIOR AFFILIATIONS, SCARCITY OF TALENT IN JOB AREA, ETC. DECISIONS ON COMPENSATION FOR MEMBERS OF ABILITY BEYOND'S SR. MANAGEMENT TEAM ARE REACHED AFTER REVIEW OF RELEVANT SURVEY INFORMATION AND DATA FOR THE LIKE POSITIONS IN LIKE AGENCIES IN THE REGION. MEMBERS OF SR. MANAGEMENT TEAM WHOSE COMPENSATION IS BEING CONSIDERED ARE NOT PRESENT AT MEETINGS WHICH A DECISION ON HIS/HER COMPENSATION IS REACHED. THIS PROCESS IS DOCUMENTED IN BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABILITY BEYOND DISABILITY | ||||||||||
| 480 BEDFORD ROAD | CHAPPAQUA | NY | 10514 | 141758770 | HUMAN SERVICES | NY | 501(C)(3) | LINE 10 | ABILITY BEYOND DISABILITY INC | Yes (1) |
| GROWING POSSIBILITIES | ||||||||||
| 4 BERKSHIRE BLVD | BETHEL | CT | 06801 | 270581545 | HUMAN SERVICES | CT | 501(C)(3) | LINE 10 | ABILITY BEYOND DISABILITY INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABILITY BEYOND DISABILITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $1,990,782 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments