Nonprofit · EIN 82-5525589
SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP
Tax-exempt · SAG HARBOR, NY 11963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $875,306 | $790,969 | $84,337 | $358,426 | $26,835 | $331,591 |
| December 31, 2023 | 990 | $624,633 | $573,836 | $50,797 | $248,534 | $19,379 | $229,155 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $704,685
- of which government grants
- $2,500
- Program service revenue
- $170,621
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $414,479
- Salaries, compensation and benefits (total)
- $453,237
- Professional fundraising fees
- $0
- Accounting fees
- $48,733
- Occupancy
- $68,250
- Travel
- $326
- Depreciation
- $1,431
- Program services (functional)
- $632,828
- Management and general (functional)
- $140,255
- Fundraising (functional)
- $17,886
Balance sheet and other
- Total assets, start of year
- $248,534
- Total assets, end of year
- $358,426
- Total liabilities, end of year
- $26,835
- Net assets, end of year
- $331,591
- Land, buildings and equipment
- $3,435
- Net assets without donor restrictions
- $330,091
- Net assets with donor restrictions
- $1,500
- Gross receipts
- $875,306
- Employees
- 35
- Volunteers
- 11
- Year formed
- 2018
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HAMILTON | EXECUTIVE DI Trustee or director, Officer | 40 | $101,115 |
| SHIRLEY RUCH | FOUNDER& DIR Trustee or director, Officer | 40 | $41,731 |
| JULIAN CHRISTOPHER BARROWCLIFFE | BOARD MEMBER Trustee or director | 5 | $0 |
| ROY COHEN | BOARD MEMBER Trustee or director | 5 | $0 |
| ROSE DIOS | BOARD MEMBER Trustee or director | 5 | $0 |
| LIZ ILEGNFRITZ | BOARD MEMBER Trustee or director | 5 | $0 |
| JANE MILLARD | VICE PRESIDE Trustee or director, Officer | 10 | $0 |
| KATHLEEN MULLIGAN | BOARD MEMBER Trustee or director | 5 | $0 |
| LONNY SCHWARTZ | TREASURER Trustee or director, Officer | 10 | $0 |
| JO ANN SECOR-SKOLNICK | BOARD MEMBER Trustee or director | 5 | $0 |
| ROBERT STEIN | CHAIR OF THE Trustee or director, Officer | 10 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY A RUCH | EXECUTIVE DI Trustee or director, Officer | 40 | $76,926 |
| JULIAN CHRISTOPHER BARROWCLIFFE | BOARD MEMBER Trustee or director | 5 | $0 |
| MARTA BLANCO | BOARD MEMBER Trustee or director | 5 | $0 |
| ROY COHEN | BOARD MEMBER Trustee or director | 5 | $0 |
| STEVEN HAMILTON | BOARD MEMBER Trustee or director | 10 | $0 |
| JANUARY KERR | VP & SECRETA Trustee or director, Officer | 10 | $0 |
| JANE MILLARD | BOARD MEMBER Trustee or director | 5 | $0 |
| KATHY MULLIGAN | TREASURER Trustee or director, Officer | 10 | $0 |
| JO ANN SECOR-SKOLNICK | BOARD MEMBER Trustee or director | 5 | $0 |
| ROBERT STEIN | PRESIDENT Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 3333 NOYACK RD, SAG HARBOR, NY 11963-1920
- In care of
- % SHIRLEY RUCH
- Principal officer (990 for 2024)
- ROBERT STEIN, 7 PRINCETON ROAD, SAG HARBOR, NY 11963
- Signed the 990
- ROBERT STEIN, CHAIR OF THE BOARD
- Phone
- (631) 725-1571
- Return prepared by
- GNFERRARIS CPA LLC
Mission
PROVIDE EMPLOYMENT OPPORTUNITIES FOR SPECIAL NEEDS INVIVIDUALS IN THE LOCAL AREA. INDIVIDUALS WITH SPECIAL NEEDS EARN WAGES, WHILE RECEIVING TRAINING AND SUPPORT TO GAIN THE SKILLS NEEDED FOR MEANINGFUL EMPLOYMENT BOTH WITHIN THE BAKERY AND ALONG CONVENTIONAL WORKFORCE PATHWAYS IN THE BROADER COMMUNITY.
Program accomplishments
- PROVIDE EMPLOYMENT OPPORTUNITIES FOR SPECIAL NEEDS INVIVIDUALS IN THE LOCAL AREA. INDIVIDUALS WITH SPECIAL NEEDS EARN WAGES, WHILE RECEIVING TRAINING AND SUPPORT TO GAIN THE SKILLS NEEDED FOR MEANINGFUL EMPLOYMENT BOTH WITHIN THE BAKERY AND ALONG CONVENTIONAL WORKFORCE PATHWAYS IN THE BROADER COMMUNITY.Expenses $632,828 · revenue $170,621
- PROVIDE EMPLOYMENT OPPORTUNITIES FOR SPECIAL NEEDS INVIVIDUALS IN THE LOCAL AREA. INDIVIDUALS WITH SPECIAL NEEDS EARN WAGES, WHILE RECEIVING TRAINING AND SUPPORT TO GAIN THE SKILLS NEEDED FOR MEANINGFUL EMPLOYMENT BOTH WITHIN THE BAKERY AND ALONG CONVENTIONAL WORKFORCE PATHWAYS IN THE BROADER COMMUNITY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-5525589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P82)
- Assets (IRS master file)
- $358,426
- Income (IRS master file)
- $875,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $875,306 | $790,969 | $358,426 | XML |
| 990 | December 2023 | $624,633 | $573,836 | $248,534 | XML |
| 990 | December 2022 | $516,699 | $458,540 | $190,056 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-5525589).
Questions about SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP
- What is the EIN of SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP?
- The employer identification number (EIN) of SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP is 82-5525589.
- Is SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP?
- The 990 for the year ended December 31, 2024 names ROBERT STEIN.
- Who are the officers and directors of SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP?
- The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $101,115 (STEPHEN HAMILTON, EXECUTIVE DI).
- How much revenue does SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $875,306, expenses of $790,969 and total assets of $358,426 at year end.
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