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Nonprofiteer
← SOCIETY TO AID RETARDED INC

Form 990 for tax year 2024

Filed by SOCIETY TO AID RETARDED INC.

Totals

Total revenue
$4,039,857
Total expenses
$2,850,591
Contributions and grants received
$3,749,616
Grants paid
$0
Program service revenue
$3,127
Investment income
$287,114
Other revenue
$0
Total assets, end of year
$11,292,121
Total liabilities, end of year
$81,986
Net assets or fund balances, end of year
$11,210,135
Program services expenses (Part IX)
$2,666,885
Management and general expenses
$129,445
Fundraising expenses
$54,261
Program service expenses (Part III)
$2,666,885

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $88,416

  • 1f · All other contributions, gifts and grants

    $3,661,200

  • 2a · Program service revenue: INVESTMENT INCOME

    total $3,127 · related or exempt $3,127

  • 3 · Investment income

    total $287,114 · related or exempt $287,114

  • 8a · Fundraising events: contributions included on line 1c

    $88,416

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $253,555 · program services $149,535 · management and general $104,020

  • 7 · Other salaries and wages

    total $1,929,463 · program services $1,938,976 · management and general -$9,513

  • 10 · Payroll taxes

    total $126,426 · program services $118,840 · management and general $7,586

  • 11g · Fees: other

    total $27,352 · management and general $27,352

  • 14 · Information technology

    total $685 · program services $685

  • 16 · Occupancy

    total $93,844 · program services $93,844

  • 22 · Depreciation, depletion and amortization

    total $154,041 · program services $154,041

  • 23 · Insurance

    total $54,514 · program services $54,514

  • 24a · Other expenses: PROGRAM TRANSPORTATION

    total $20,470 · program services $20,470

  • 24b · Other expenses: PROGRAM OTHER COSTS

    total $77,096 · program services $77,096

  • 24c · Other expenses: AUTO AND R&M

    total $31,295 · program services $31,295

  • 24e · All other expenses

    total $81,850 · program services $27,589 · fundraising $54,261

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,499,398 · end of year $2,902,493

  • 2 · Savings and temporary cash investments

    beginning of year $849,934 · end of year $4,807,173

  • 4 · Accounts receivable

    beginning of year $6,626 · end of year $3,807

  • 10a · Land, buildings and equipment: cost or other basis

    $3,831,235

  • 10b · Land, buildings and equipment: accumulated depreciation

    $403,846

  • 10c · Land, buildings and equipment, net

    beginning of year $3,524,360 · end of year $3,427,389

  • 15 · Other assets

    beginning of year $150,778 · end of year $151,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,894 · end of year $81,986

  • 27 · Net assets without donor restrictions

    beginning of year $8,585,519 · end of year $9,830,651

  • 28 · Net assets with donor restrictions

    beginning of year $1,380,683 · end of year $1,379,484

Mission and programs · 2024

Mission

Program maintains four properties and provides managed care for 25 adult residents with developmental disabilities.

  • PROVIDE HOUSING FOR DEVELOPMENTALLY DISABLED ADULTS.

    Expenses $2,666,885 · Revenue $4,039,857

As filed on the 2024 return.

Listed in Part VII

  • Pamela Broderick

    CEO

    Total calculated
    $164,708
    From this org
    $164,708
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,708
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $164,708

  • Suzanne Puente

    CFO

    Total calculated
    $88,847
    From this org
    $88,847
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

  • David Yates

    CHAIRMAN OF THE BOARD EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Theresa Mossberg

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Karen Shimabukuro

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Morris Rice

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • Mary Grace

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Yoshida Shigeyoshi

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
19 June 2025
IRS schema version
2024v5.2
Source object
202533039349301483

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