Form 990 for tax year 2023
Filed by SUBURBAN ADULT SERVICES FOUNDATION INC.
Totals
- Total revenue
- $165,982
- Total expenses
- $156,977
- Contributions and grants received
- $44,449
- Grants paid
- $61,141
- Program service revenue
- $0
- Investment income
- $73,834
- Other revenue
- $47,699
- Total assets, end of year
- $1,287,471
- Total liabilities, end of year
- $2,843
- Net assets or fund balances, end of year
- $1,284,628
- Program services expenses (Part IX)
- $138,168
- Management and general expenses
- $18,809
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $138,168
Program services were 88.0% 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
$4,823
-
1f · All other contributions, gifts and grants
$39,626
-
3 · Investment income
total $54,254 · excluded $54,254
-
7a · Gross sales of assets other than inventory
securities $19,580
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $19,580
-
7d · Net gain or loss
total $19,580 · excluded $19,580
-
8a · Fundraising events: gross income
$73,538
-
8b · Fundraising events: direct expenses
$25,839
-
8c · Net income from fundraising events
total $47,699 · excluded $47,699
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $61,141 · program services $61,141
-
7 · Other salaries and wages
total $52,142 · program services $46,928 · management and general $5,214
-
8 · Pension plan contributions
total $1,564 · program services $1,408 · management and general $156
-
9 · Other employee benefits
total $12,749 · program services $11,474 · management and general $1,275
-
10 · Payroll taxes
total $3,989 · program services $3,590 · management and general $399
-
11f · Fees: investment management
total $10,251 · management and general $10,251
-
11g · Fees: other
total $1,950 · program services $1,755 · management and general $195
-
12 · Advertising and promotion
total $886 · program services $797 · management and general $89
-
13 · Office expenses
total $252 · program services $227 · management and general $25
-
14 · Information technology
total $439 · program services $395 · management and general $44
-
19 · Conferences, conventions and meetings
total $22 · program services $20 · management and general $2
-
23 · Insurance
total $950 · program services $855 · management and general $95
-
24a · Other expenses: SUNSHINE
total $8,244 · program services $7,420 · management and general $824
-
24b · Other expenses: BANK SERVICE CHARGES
total $1,565 · program services $1,409 · management and general $156
-
24c · Other expenses: PHONE
total $456 · program services $410 · management and general $46
-
24d · Other expenses: NYS CHARITABLE REGISTRA
total $276 · program services $248 · management and general $28
-
24e · All other expenses
total $101 · program services $91 · management and general $10
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28,744 · end of year $15,447
-
2 · Savings and temporary cash investments
beginning of year $2,847 · end of year $2,847
-
4 · Accounts receivable
beginning of year $5,875
-
7 · Other notes and loans receivable
beginning of year $215,165 · end of year $210,600
-
9 · Prepaid expenses and deferred charges
beginning of year $396 · end of year $396
-
11 · Investments: publicly traded securities
beginning of year $1,000,837 · end of year $1,058,181
-
17 · Accounts payable and accrued expenses
beginning of year $23,919 · end of year $2,843
-
27 · Net assets without donor restrictions
beginning of year $1,186,166 · end of year $1,241,565
-
28 · Net assets with donor restrictions
beginning of year $43,779 · end of year $43,063
Mission and programs · 2023
Mission
SUPPORT THE DEVELOPMENT OF SERVICES FOR INDIVIDUALS WITH DISABILITIES.
-
TO ENCOURAGE AND SUPPORT THE DEVELOPMENT OF SERVICES FOR THE POOR, DISTRESSED, UNDERPRIVILEGED, AND PERSONS WITH DISABILITIES.
Expenses $138,168 · Grants $61,141
As filed on the 2023 return.
Listed in Part VII
-
KEVIN WEBER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
SUZANNE NOVELLI
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
ANTHONY FRAZER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
MARK ANDOL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
DON BACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
MICHAEL O'CONNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
THOMAS GEISENDORFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
JEFFREY MARKELLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
TAMMY YEKICH
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
DONNA HANLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
LISA RESSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
DEVON JERLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
DURGHAM ALYASIRI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
STEPHANIE MCGRATH KEARNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
SHAWN CUNNINGHAM
VP OF FINANCE & CFO
- Total calculated
- $139,118
- From this org
- $0
- From related orgs
- $123,875
- Other
- $15,243
- Hours/week
- 2 + 35 related
-
AMANDA KINMARTIN
CHIEF FINANCIAL OFFICER
- Total calculated
- $122,004
- From this org
- $0
- From related orgs
- $103,160
- Other
- $18,844
- Hours/week
- 2 + 35 related
-
JEFFREY PATERSON
PRESIDENT & CEO
- Total calculated
- $273,408
- From this org
- $0
- From related orgs
- $235,378
- Other
- $38,030
- Hours/week
- 2 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $235,378 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $17,528 related
- Nontaxable benefits
- $0 + $20,502 related
- Filer's total
- $0 + $273,408 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
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
-
$61,141
FOR USE IN CHARITABLE MISSION OF DONEE'S ORGANIZATION.
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) · CHARITABLE ASSISTANCE TO THE POOR AND DISABLED · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401359349306695
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