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Nonprofiteer
← RISING TREETOPS AT OAKHURST INC

Form 990 for tax year 2022

Filed by RISING TREETOPS AT OAKHURST INC.

Totals

Total revenue
$3,456,970
Total expenses
$2,890,985
Contributions and grants received
$1,093,472
Grants paid
$0
Program service revenue
$2,023,926
Investment income
$131,361
Other revenue
$208,211
Total assets, end of year
$5,506,487
Total liabilities, end of year
$351,231
Net assets or fund balances, end of year
$5,155,256
Program services expenses (Part IX)
$2,461,477
Management and general expenses
$350,841
Fundraising expenses
$78,667
Program service expenses (Part III)
$2,461,477

Program services were 85.1% 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

    $9,545

  • 1e · Government grants (contributions)

    $513,831

  • 1f · All other contributions, gifts and grants

    $520,096

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

    total $1,781,885 · related or exempt $1,781,885

  • 2b · Program service revenue: DIRECT CLIENT FEES

    total $234,400 · related or exempt $234,400

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

    total $7,641 · related or exempt $7,641

  • 3 · Investment income

    total $131,361 · excluded $131,361

  • 6a · Gross rents

    real property $25,965

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,965

  • 6d · Net rental income or loss

    total $25,965 · excluded $25,965

  • 8a · Fundraising events: gross income

    $176,564

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

    $9,545

  • 8b · Fundraising events: direct expenses

    $20,501

  • 8c · Net income from fundraising events

    total $156,063 · excluded $156,063

  • 9a · Gaming: gross income

    $28,000

  • 9b · Gaming: direct expenses

    $2,503

  • 9c · Net income from gaming

    total $25,497 · excluded $25,497

  • 11a · Other revenue: MISCELLANEOUS

    total $686 · excluded $686

  • 11e · Other revenue, total

    $686

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $195,193 · program services $101,718 · management and general $84,410 · fundraising $9,065

  • 7 · Other salaries and wages

    total $1,082,100 · program services $995,488 · management and general $57,883 · fundraising $28,729

  • 8 · Pension plan contributions

    total $10,613 · program services $9,120 · management and general $1,180 · fundraising $313

  • 9 · Other employee benefits

    total $82,397 · program services $70,805 · management and general $9,159 · fundraising $2,433

  • 10 · Payroll taxes

    total $179,191 · program services $153,981 · management and general $19,919 · fundraising $5,291

  • 11c · Fees: accounting

    total $153,774 · program services $27,598 · management and general $105,475 · fundraising $20,701

  • 11g · Fees: other

    total $10,891 · program services $6,202 · management and general $3,705 · fundraising $984

  • 12 · Advertising and promotion

    total $48,862 · program services $48,862

  • 13 · Office expenses

    total $155,731 · program services $147,302 · management and general $6,753 · fundraising $1,676

  • 14 · Information technology

    total $48,475 · program services $40,281 · management and general $6,616 · fundraising $1,578

  • 16 · Occupancy

    total $145,749 · program services $123,657 · management and general $18,410 · fundraising $3,682

  • 17 · Travel

    total $25,920 · program services $25,920

  • 22 · Depreciation, depletion and amortization

    total $242,653 · program services $242,653

  • 23 · Insurance

    total $82,870 · program services $71,211 · management and general $9,212 · fundraising $2,447

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $208,814 · program services $208,814

  • 24b · Other expenses: FOOD

    total $173,124 · program services $173,124

  • 24e · All other expenses

    total $44,628 · program services $14,741 · management and general $28,119 · fundraising $1,768

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $297,256 · end of year $319,373

  • 2 · Savings and temporary cash investments

    beginning of year $682,304 · end of year $540,695

  • 4 · Accounts receivable

    beginning of year $368,305 · end of year $867,911

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,695 · end of year $56,050

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

    $7,020,991

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

    $5,259,388

  • 10c · Land, buildings and equipment, net

    beginning of year $1,677,195 · end of year $1,761,603

  • 11 · Investments: publicly traded securities

    beginning of year $2,353,200 · end of year $1,978,830

  • 12 · Investments: other securities

    beginning of year -$15,947 · end of year -$62,431

  • 15 · Other assets

    beginning of year $0 · end of year $44,456

  • 17 · Accounts payable and accrued expenses

    beginning of year $84,959 · end of year $218,696

  • 19 · Deferred revenue

    beginning of year $6,454 · end of year $5,703

  • 24 · Unsecured notes and loans payable

    beginning of year $205,367

  • 25 · Other liabilities

    beginning of year $58,319 · end of year $126,832

  • 27 · Net assets without donor restrictions

    beginning of year $3,474,884 · end of year $3,591,918

  • 28 · Net assets with donor restrictions

    beginning of year $1,600,025 · end of year $1,563,338

Mission and programs · 2022

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: 21 SESSIONS, 185 OPERATING DAYS, ATTENDANCE OF 362, WITH 2,530 CLIENT-DAYS OF SERVICE.

    Expenses $1,343,595 · Revenue $951,394

  • SLEEP-AWAY SUMMER CAMP FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES: 8 SESSIONS, 62 OPERATING DAYS, ATTENDANCE OF 247, WITH 2,203 CLIENT-DAYS OF SERVICE.

    Expenses $655,702 · Revenue $891,334

  • OUT-OF-HOME EMERGENCY OVERNIGHT RESPITE CARE FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES: 82 OPERATING DAYS, ATTENDANCE OF 58, WITH 533 CLIENT-DAYS OF SERVICE.

    Expenses $462,180 · Revenue $181,187

As filed on the 2022 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

  • Andrew Arno Resigned 222

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caitlin Bovo Started 1222

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • 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 Started 722

    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
    $195,192
    From this org
    $161,279
    From related orgs
    $0
    Other
    $33,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,279
    Bonus
    $0
    Other
    $0
    Deferred
    $2,400
    Nontaxable benefits
    $31,513
    Filer's total
    $195,192

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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349309694

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