Totals
- Total revenue
- $38,848,840
- Total expenses
- $35,630,660
- Contributions and grants received
- $1,138,449
- Grants paid
- $0
- Program service revenue
- $37,560,590
- Investment income
- $73,208
- Other revenue
- $76,593
- Total assets, end of year
- $21,158,080
- Total liabilities, end of year
- $11,856,654
- Net assets or fund balances, end of year
- $9,301,426
- Program services expenses (Part IX)
- $31,945,963
- Management and general expenses
- $3,406,046
- Fundraising expenses
- $278,651
- Program service expenses (Part III)
- $31,945,963
Program services were 89.7% 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
$292
-
1c · Fundraising events
$111,750
-
1f · All other contributions, gifts and grants
$1,026,407
-
2a · Program service revenue: RESIDENTIAL PROGRAMS
total $24,972,123 · related or exempt $24,972,123
-
2b · Program service revenue: CLINIC PROGRAMS
total $7,401,819 · related or exempt $7,401,819
-
2c · Program service revenue: DAY PROGRAMS
total $4,830,498 · related or exempt $4,830,498
-
2d · Program service revenue: COMMUNITY SERVICES
total $356,150 · related or exempt $356,150
-
3 · Investment income
total $46,208 · excluded $46,208
-
6a · Gross rents
real property $79,536
-
6b · Less rental expenses
real property $20,965
-
6c · Rental income or loss
real property $58,571
-
6d · Net rental income or loss
total $58,571 · excluded $58,571
-
7a · Gross sales of assets other than inventory
other assets $27,000
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $27,000
-
7d · Net gain or loss
total $27,000 · excluded $27,000
-
8a · Fundraising events: gross income
$181,219
-
8a · Fundraising events: contributions included on line 1c
$111,750
-
8b · Fundraising events: direct expenses
$177,024
-
8c · Net income from fundraising events
total $4,195 · excluded $4,195
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $9,731 · excluded $9,731
-
11b · Other revenue: INSURANCE RECOVERY
total $4,096 · excluded $4,096
-
11e · Other revenue, total
$13,827
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $20,814,754 · program services $20,811,287 · management and general $3,467
-
9 · Other employee benefits
total $2,078,042 · program services $2,077,696 · management and general $346
-
10 · Payroll taxes
total $1,797,545 · program services $1,797,246 · management and general $299
-
11a · Fees: management
total $3,631,044 · program services $613,762 · management and general $2,776,560 · fundraising $240,722
-
11b · Fees: legal
total $23,973 · management and general $23,973
-
11c · Fees: accounting
total $99,245 · management and general $99,245
-
11g · Fees: other
total $1,455,154 · program services $1,455,154
-
13 · Office expenses
total $797,250 · program services $652,476 · management and general $140,831 · fundraising $3,943
-
16 · Occupancy
total $413,601 · program services $413,601
-
17 · Travel
total $415,135 · program services $415,001 · management and general $134
-
19 · Conferences, conventions and meetings
total $149,912 · program services $37,881 · management and general $101,198 · fundraising $10,833
-
20 · Interest
total $320,701 · program services $233,882 · management and general $83,692 · fundraising $3,127
-
21 · Payments to affiliates
total $22,541 · program services $872 · management and general $15,027 · fundraising $6,642
-
22 · Depreciation, depletion and amortization
total $660,689 · program services $547,600 · management and general $109,741 · fundraising $3,348
-
23 · Insurance
total $1,230,373 · program services $1,230,373
-
24a · Other expenses: REPAIRS AND MAINTENANCE
total $567,470 · program services $520,340 · management and general $44,878 · fundraising $2,252
-
24b · Other expenses: FOOD
total $477,416 · program services $477,126 · management and general $230 · fundraising $60
-
24c · Other expenses: PROGRAM SUPPLIES
total $276,904 · program services $263,392 · management and general $5,788 · fundraising $7,724
-
24d · Other expenses: HOUSEHOLD SUPPLIES
total $208,482 · program services $208,308 · management and general $174
-
24e · All other expenses
total $190,429 · program services $189,966 · management and general $463
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $600,704 · end of year $1,988,482
-
3 · Pledges and grants receivable
beginning of year $21,210 · end of year $19,410
-
4 · Accounts receivable
beginning of year $2,380,653 · end of year $4,845,327
-
9 · Prepaid expenses and deferred charges
beginning of year $371,761 · end of year $452,246
-
10a · Land, buildings and equipment: cost or other basis
$26,358,005
-
10b · Land, buildings and equipment: accumulated depreciation
$14,248,981
-
10c · Land, buildings and equipment, net
beginning of year $12,153,158 · end of year $12,109,024
-
11 · Investments: publicly traded securities
beginning of year $670,813 · end of year $1,521,533
-
15 · Other assets
beginning of year $1,134,690 · end of year $222,058
-
17 · Accounts payable and accrued expenses
beginning of year $2,582,544 · end of year $3,249,715
-
20 · Tax-exempt bond liabilities
beginning of year $8,103,654 · end of year $7,523,097
-
25 · Other liabilities
beginning of year $563,545 · end of year $1,083,842
-
27 · Net assets without donor restrictions
beginning of year $5,963,815 · end of year $9,227,381
-
28 · Net assets with donor restrictions
beginning of year $119,431 · end of year $74,045
Mission and programs · 2024
Mission
TO ENRICH PEOPLES LIVES THROUGH A BROAD RANGE OF SERVICES, & AN UNWAVERING COMMITMENT TO EXCELLENCE.
-
RESIDENTIAL PROGRAMS: OUR RESIDENTIAL PROGRAM PROVIDES SUPERVISED GROUP LIVING FOR ADULTS WITH DEVELOPMENTAL DISABILITIES, OFFERING 24-HOUR CARE IN A SAFE AND SUPPORTIVE ENVIRONMENT. EACH INDIVIDUAL WORKS COLLABORATIVELY WITH THEIR ADVOCATES TO DEVELOP A PERSONALIZED LIFE PLAN THAT REFLECTS THEIR UNIQUE GOALS, VALUES, AND PREFERENCES. SERVICES ARE DELIVERED USING A PERSON-CENTERED APPROACH, EMPHASIZING INDEPENDENCE, DIGNITY, AND MEANINGFUL INCLUSION IN THE COMMUNITY. (CONTINUED IN SCHEDULE O)AS PART OF THE NEW YORK STATE OPWDD INDIVIDUALIZED RESIDENTIAL ALTERNATIVES (IRA) FRAMEWORK, OUR PROGRAM INCLUDES RESIDENTIAL HABILITATION SERVICES DESIGNED TO FOSTER DAILY LIVING SKILLS AND AUTONOMY. WE ALSO OFFER RESPITE CARE, BEHAVIORAL SUPPORT - INCLUDING ABA-BASED INTERVENTIONS WHEN APPROPRIATE-AND ENSURE FULL COMPLIANCE WITH OPWDD STANDARDS TO MAINTAIN HIGH-QUALITY CARE. IN 2024, WE PROUDLY SERVED APPROXIMATELY 138 ADULTS.
Expenses $21,008,568 · Revenue $24,972,123
-
CLINIC: OUR SPECIALTY CLINIC IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING A COMPREHENSIVE RANGE OF HABILITATIVE CLINICAL SERVICES IN THE LEAST RESTRICTIVE SETTING. WE OFFER PSYCHIATRIC AND SOCIAL WORK EVALUATIONS, AS WELL AS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY TO SUPPORT FUNCTIONAL DEVELOPMENT AND WELL-BEING. ADDITIONALLY, WE PROVIDE NEUROLOGICAL AND NUTRITIONAL CARE TAILORED TO INDIVIDUAL NEEDS. IN 2024, WE SERVED APPROXIMATELY 2,190 INDIVIDUALS, HELPING THEM AND THEIR FAMILIES NAVIGATE CHALLENGES RELATED TO EPILEPSY AND OTHER DEVELOPMENTAL DISABILITIES. OUR SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, IMPROVE DAILY FUNCTIONING, AND SUPPORT OVERALL HEALTH. (CONTINUED IN SCHEDULE O)TO FURTHER ASSIST OUR COMMUNITY, WE OFFER SUPPORT GROUPS FOR PARENTS, PROFESSIONALS, CHILDREN, TEENS, AND ADULTS-INCLUDING DEDICATED GROUPS FOR SPANISH-SPEAKING INDIVIDUALS AND YOUTH-FOSTERING CONNECTION, EDUCATION, AND EMPOWERMENT.
Expenses $5,852,026 · Revenue $7,401,819
-
DAY PROGRAMS: EPIC OPERATES A PERSON-CENTERED DAY HABILITATION PROGRAM DESIGNED TO SUPPORT ADULTS AGED 21 AND OLDER WITH DEVELOPMENTAL DISABILITIES. THE PROGRAM FOCUSES ON FOSTERING INDEPENDENT LIVING SKILLS, ENHANCING SOCIAL INTERACTIONS, AND PROMOTING COMMUNITY INTEGRATION. THROUGH INDIVIDUALIZED SUPPORT AND ENGAGING ACTIVITIES, PARTICIPANTS ARE EMPOWERED TO BUILD MEANINGFUL RELATIONSHIPS AND DEVELOP ESSENTIAL LIFE SKILLS. IN 2024, EPIC PROVIDED DAY HABILITATION SERVICES TO APPROXIMATELY 169 INDIVIDUALS, HELPING THEM ACHIEVE GREATER INDEPENDENCE AND IMPROVE THEIR OVERALL QUALITY OF LIFE.
Expenses $4,754,777 · Revenue $4,830,498
-
THE COMMUNITY SERVICES DEPARTMENT IS COMPOSED OF COMMUNITY HABILITATION. THIS PROGRAM PROVIDES SERVICES TO PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES AND PROVIDES ONE-TO-ONE TRAINING TO PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES TO DEVELOP OR ENHANCE THE SKILLS NEEDED TO LIVE MORE INDEPENDENTLY IN THEIR HOMES OR IN THE COMMUNITY.
Expenses $330,592 · Revenue $356,150
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeffrey L Nagel EsqJEFFREY L NAGEL ESQ
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Henry KlosowskiHENRY KLOSOWSKI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joel Ackerman CPAJOEL ACKERMAN CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James Bohl CPAJAMES BOHL CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Matthew DeckingerMATTHEW DECKINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Chris ElsayadDR CHRIS ELSAYAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie HarnisherJULIE HARNISHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Allison HeaneyALLISON HEANEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert KarsonROBERT KARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Dr Josiane LajoieDR JOSIANE LAJOIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Randolph M LangRANDOLPH M LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Donald LunebergDONALD LUNEBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Larry SlatkyLARRY SLATKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Raymond TamayoRAYMOND TAMAYO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas HopkinsTHOMAS HOPKINS
PRESIDENT/CEO (UNTIL 05/24)
- Total calculated
- $241,356
- From this org
- $0
- From related orgs
- $218,356
- Other
- $23,000
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $218,356 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $23,000 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $241,356 related
-
Lisa BurchLISA BURCH
PRESIDENT/CEO (AS OF 02/24)
- Total calculated
- $275,697
- From this org
- $0
- From related orgs
- $228,116
- Other
- $47,581
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $228,116 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,000 related
- Nontaxable benefits
- $0 + $42,581 related
- Filer's total
- $0 + $275,697 related
-
Lawrence BoordLAWRENCE BOORD
CHIEF FINANCIAL OFFICER
- Total calculated
- $260,753
- From this org
- $0
- From related orgs
- $219,756
- Other
- $40,997
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $219,756 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $40,997 related
- Filer's total
- $0 + $260,753 related
-
Laura LovelockLAURA LOVELOCK
CHIEF HUMAN RESOURCE OFFICER
- Total calculated
- $160,296
- From this org
- $0
- From related orgs
- $160,296
- Other
- $0
- Hours/week
- 36.5 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $160,296 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $160,296 related
-
Irene RodgersIRENE RODGERS
ASSOC EXEC DIR OF DEV & EPIL SVCES
- Total calculated
- $141,672
- From this org
- $0
- From related orgs
- $141,672
- Other
- $0
- Hours/week
- 36.5 + 1 related
-
Jennifer ColbertJENNIFER COLBERT
ASSOC EXEC DIR OF CLINIC SVCES
- Total calculated
- $144,379
- From this org
- $0
- From related orgs
- $143,429
- Other
- $950
- Hours/week
- 1 + 36.5 related
-
Paul GiotisPAUL GIOTIS
ASSOC EXEC DIR OF IDD SERVICES
- Total calculated
- $188,526
- From this org
- $0
- From related orgs
- $178,258
- Other
- $10,268
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $178,258 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $10,268 related
- Filer's total
- $0 + $188,526 related
-
Kathleen BrooksKATHLEEN BROOKS
NURSE PRACTITIONER
- Total calculated
- $207,607
- From this org
- $193,212
- From related orgs
- $0
- Other
- $14,395
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $193,212
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $14,395
- Filer's total
- $207,607
-
Ruthe NorbrunRUTHE NORBRUN
NURSE PRACTITIONER
- Total calculated
- $206,884
- From this org
- $179,078
- From related orgs
- $0
- Other
- $27,806
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $179,078
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $27,806
- Filer's total
- $206,884
-
Christine Bogle-AusteinCHRISTINE BOGLE-AUSTEIN
MOBILE CRISIS PROGRAM DIRECTOR
- Total calculated
- $138,573
- From this org
- $124,918
- From related orgs
- $0
- Other
- $13,655
- Hours/week
- 37.5
-
Kathryn MandeliKATHRYN MANDELI
REGISTERED NURSE
- Total calculated
- $113,326
- From this org
- $113,326
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
The filer's explanations (Part III)
- PART I, LINE 3
- THE EPIC FAMILY OF HUMAN SERVICES AGENCIES BOARD HAS FORMED A COMPENSATION COMMITTEE FOR DETERMINING THE SALARIES OF KEY EMPLOYEES. THE COMMITTEE USES COMPARABLE SALARY DATA AND SCOPE OF DUTIES. THIS PROCESS WAS LAST PERFORMED IN 2023.
- PART I, LINE 4B
- THOMAS M. HOPKINS, PRESIDENT/CEO - $23,000 LISA BURCH, PRESIDENT/CEO - $5,000
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.
-
501(C)(3) · TO PROVIDE DEVELOPMENTAL DISABLED INDIVIDUALS A RANGE OF SERVICES. · NY · controlled entity
Directly controlled by EPIC LONG ISLAND INC
-
501(C)(3) · TO PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATES · NY
-
EPILEPSY FOUNDATION OF LONG ISLAND INC
501(C)(3) · TO PROVIDE DEVELOPMENTAL DISABLED INDIVIDUALS A RANGE OF SERVICES. · NY
Directly controlled by EPIC FAMILY OF HUMAN SERVICES AGENCIES
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543189349309514
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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