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Nonprofiteer
← RISING TREETOPS AT OAKHURST INC

Form 990 for tax year 2023

Filed by RISING TREETOPS AT OAKHURST INC.

Totals

Total revenue
$3,332,486
Total expenses
$3,284,610
Contributions and grants received
$891,007
Grants paid
$0
Program service revenue
$2,269,706
Investment income
$121,403
Other revenue
$50,370
Total assets, end of year
$6,055,580
Total liabilities, end of year
$398,817
Net assets or fund balances, end of year
$5,656,763
Program services expenses (Part IX)
$2,780,177
Management and general expenses
$383,613
Fundraising expenses
$120,820
Program service expenses (Part III)
$2,780,177

Program services were 84.6% 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.

  • 1a · Federated campaigns

    $50,000

  • 1c · Fundraising events

    $96,959

  • 1f · All other contributions, gifts and grants

    $744,048

  • 2a · Program service revenue: NYS OPWDD - RESPITE CA

    total $2,013,135 · related or exempt $2,013,135

  • 2b · Program service revenue: DIRECT CLIENT FEES

    total $241,832 · related or exempt $241,832

  • 2c · Program service revenue: SUPPLEMENTARY FEES & S

    total $14,739 · related or exempt $14,739

  • 3 · Investment income

    total $121,403 · excluded $121,403

  • 6a · Gross rents

    real property $25,200

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,200

  • 6d · Net rental income or loss

    total $25,200 · excluded $25,200

  • 8a · Fundraising events: gross income

    $8,636

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

    $96,959

  • 8b · Fundraising events: direct expenses

    $10,616

  • 8c · Net income from fundraising events

    total -$1,980 · excluded -$1,980

  • 9a · Gaming: gross income

    $30,700

  • 9b · Gaming: direct expenses

    $3,550

  • 9c · Net income from gaming

    total $27,150 · excluded $27,150

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $211,809 · program services $93,946 · management and general $97,690 · fundraising $20,173

  • 7 · Other salaries and wages

    total $1,249,663 · program services $1,174,063 · management and general $55,258 · fundraising $20,342

  • 8 · Pension plan contributions

    total $10,052 · program services $10,010 · fundraising $42

  • 9 · Other employee benefits

    total $56,487 · program services $56,487

  • 10 · Payroll taxes

    total $211,773 · program services $184,955 · management and general $21,197 · fundraising $5,621

  • 11b · Fees: legal

    total $23,239 · program services $4,662 · management and general $14,158 · fundraising $4,419

  • 11c · Fees: accounting

    total $157,833 · program services $34,668 · management and general $105,297 · fundraising $17,868

  • 11g · Fees: other

    total $89,746 · program services $52,306 · management and general $17,365 · fundraising $20,075

  • 12 · Advertising and promotion

    total $107,516 · program services $107,516

  • 13 · Office expenses

    total $143,231 · program services $136,090 · management and general $5,725 · fundraising $1,416

  • 14 · Information technology

    total $85,916 · program services $72,770 · management and general $7,688 · fundraising $5,458

  • 16 · Occupancy

    total $144,696 · program services $117,013 · management and general $19,377 · fundraising $8,306

  • 17 · Travel

    total $41,001 · program services $41,001

  • 22 · Depreciation, depletion and amortization

    total $248,517 · program services $248,517

  • 23 · Insurance

    total $82,174 · program services $71,767 · management and general $8,225 · fundraising $2,182

  • 24a · Other expenses: FOOD

    total $183,864 · program services $183,864

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $169,540 · program services $168,111 · management and general $1,000 · fundraising $429

  • 24e · All other expenses

    total $67,553 · program services $22,431 · management and general $30,633 · fundraising $14,489

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $319,373 · end of year $340,520

  • 2 · Savings and temporary cash investments

    beginning of year $540,695 · end of year $1,025,655

  • 4 · Accounts receivable

    beginning of year $867,911 · end of year $447,372

  • 9 · Prepaid expenses and deferred charges

    beginning of year $56,050 · end of year $77,853

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

    $7,213,059

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

    $5,507,905

  • 10c · Land, buildings and equipment, net

    beginning of year $1,761,603 · end of year $1,705,154

  • 11 · Investments: publicly traded securities

    beginning of year $1,978,830 · end of year $2,383,934

  • 12 · Investments: other securities

    beginning of year -$62,431 · end of year $19,008

  • 15 · Other assets

    beginning of year $44,456 · end of year $56,084

  • 17 · Accounts payable and accrued expenses

    beginning of year $218,696 · end of year $242,298

  • 19 · Deferred revenue

    beginning of year $5,703 · end of year $5,703

  • 25 · Other liabilities

    beginning of year $126,832 · end of year $150,816

  • 27 · Net assets without donor restrictions

    beginning of year $3,591,918 · end of year $3,919,222

  • 28 · Net assets with donor restrictions

    beginning of year $1,563,338 · end of year $1,737,541

Mission and programs · 2023

Mission

TO ENHANCE THE QUALITY OF LIFE FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS, INCLUDING AUTISM AND PHYSICAL AND INTELLECTUAL DISABILITIES, AND PROVIDE RESPITE FOR THEIR FAMILIES THROUGH A YEAR-ROUND CAMP EXPERIENCE, BASED IN MONMOUTH COUNTY, NJ.

  • OUT-OF-HOME PLANNED OVERNIGHT AND DAY RESPITE CARE FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES: 23 SESSIONS, 178 OPERATING DAYS, ATTENDANCE OF 508, WITH 2,751 CLIENT-DAYS OF SERVICE.

    Expenses $1,518,777 · Revenue $1,031,617

  • SLEEP-AWAY SUMMER CAMP FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES: 7 SESSIONS, 62 OPERATING DAYS, ATTENDANCE OF 349, WITH 2,748 CLIENT-DAYS OF SERVICE.

    Expenses $997,967 · Revenue $1,121,401

  • OUT-OF-HOME EMERGENCY OVERNIGHT RESPITE CARE FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES: 29 OPERATING DAYS, ATTENDANCE OF 43, WITH 332 CLIENT-DAYS OF SERVICE.

    Expenses $263,433 · Revenue $116,688

As filed on the 2023 return.

Listed in Part VII

  • Marilyn Friedman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Andrew Marrus

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Robert Fagenson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ruthanne Iselin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Adelle Rathe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aimee Frankel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Scharf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caitlin Bovo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    20

  • Eugene Mercy III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer A Whyman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Byren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joyce Nunziata

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judith Eisenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Krista Long

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa R Greener

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert L Hermanos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Stamler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Virginia Wiener

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Pacenza

    EXECUTIVE DIRECTOR

    Total calculated
    $211,809
    From this org
    $174,616
    From related orgs
    $0
    Other
    $37,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,616
    Bonus
    $0
    Other
    $0
    Deferred
    $2,600
    Nontaxable benefits
    $34,593
    Filer's total
    $211,809

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 October 2024
IRS schema version
2023v5.1
Source object
202442849349300819

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