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← THE FOUNDATION OF THE BROOME-TIOGA ASSOCIATION FOR RETARDED CITIZENS

Form 990 for tax year 2022

Filed by THE FOUNDATION OF THE BROOME-TIOGA ASSOCIATION FOR RETARDED CITIZENS.

Totals

Total revenue
$197,006
Total expenses
$31,312
Contributions and grants received
$138,318
Grants paid
$16,500
Program service revenue
$0
Investment income
$58,688
Other revenue
$0
Total assets, end of year
$3,626,783
Total liabilities, end of year
$1,503,569
Net assets or fund balances, end of year
$2,123,214
Program services expenses (Part IX)
$26,423
Management and general expenses
$4,889
Fundraising expenses
$0
Program service expenses (Part III)
$26,423

Program services were 84.4% 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.

  • 1f · All other contributions, gifts and grants

    $138,318

  • 3 · Investment income

    total $47,678 · excluded $47,678

  • 7a · Gross sales of assets other than inventory

    securities $47,154

  • 7b · Less cost or other basis and sales expenses

    securities $36,144

  • 7c · Gain or loss

    securities $11,010

  • 7d · Net gain or loss

    total $11,010 · excluded $11,010

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,000 · program services $10,000

  • 2 · Grants to domestic individuals

    total $6,500 · program services $6,500

  • 11c · Fees: accounting

    total $3,625 · management and general $3,625

  • 11f · Fees: investment management

    total $9,923 · program services $9,923

  • 13 · Office expenses

    total $1,264 · management and general $1,264

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $100,633 · end of year $97,926

  • 12 · Investments: other securities

    beginning of year $2,200,013 · end of year $1,901,504

  • 15 · Other assets

    beginning of year $1,817,117 · end of year $1,627,353

  • 25 · Other liabilities

    beginning of year $1,812,969 · end of year $1,503,569

  • 27 · Net assets without donor restrictions

    beginning of year $2,108,891 · end of year $1,933,811

  • 28 · Net assets with donor restrictions

    beginning of year $195,903 · end of year $189,403

Mission and programs · 2022

Mission

THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO PROMOTE PLANNED GIVING ACTIVITIES FOR THE EXCLUSIVE BENEFIT OF NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER.

  • THE FOUNDATION PROMOTES PLANNED GIVING ACTIVITIES FOR THE EXCLUSIVE BENEFIT OF NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER, A RELATED NOT-FOR-PROFIT 501(C)(3), THAT PROVIDES SERVICES TO THE DEVELOPMENTALLY DISABLED.

    Expenses $26,423 · Grants $16,500

As filed on the 2022 return.

Listed in Part VII

  • Michael Fosbury

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5

  • Anne Catalano

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5

  • Dave Clements

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Dave Chambers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Jim Weed

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ryan Mead

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Beverly Docteur

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Cory Jacobs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph Moran

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Amy Howard

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $205,301
    From this org
    $0
    From related orgs
    $180,293
    Other
    $25,008
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,369 related
    Bonus
    $0 + $8,220 related
    Other
    $0 + $3,704 related
    Deferred
    $0 + $6,433 related
    Nontaxable benefits
    $0 + $18,575 related
    Filer's total
    $0 + $205,301 related

  • Lisa Whitney

    CHIEF OPERATING OFFICER

    Total calculated
    $149,754
    From this org
    $0
    From related orgs
    $124,386
    Other
    $25,368
    Hours/week
    0.5 + 39.5 related

  • Ann Yeager

    CHIEF FINANCIAL OFFICER

    Total calculated
    $139,357
    From this org
    $0
    From related orgs
    $113,604
    Other
    $25,753
    Hours/week
    0.5 + 39.5 related

  • Amantha Powell

    PROGRAM MANAGER

    Total calculated
    $167,417
    From this org
    $0
    From related orgs
    $150,293
    Other
    $17,124
    Hours/week
    0.25 + 39.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $104,648 related
    Bonus
    $0 + $45,645 related
    Other
    $0
    Deferred
    $0 + $1,545 related
    Nontaxable benefits
    $0 + $15,579 related
    Filer's total
    $0 + $167,417 related

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

None.

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

The filer's explanations (Part III)

SCHEDULE J, PART II, LINE 1:
THE ORGANIZATION'S COMPENSATION METHODS ARE DETERMINED BY NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER. SEE NYSARC, INC., BROOME-CHENANGO-TIOGA COUNTIES CHAPTER'S SCHEDULE J FOR THE COMPENSATION METHODS DETERMINED FOR THE CHIEF EXECUTIVE OFFICER AND KEY EXECUTIVE MANAGEMENT STAFF.

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

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313179349307466

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