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EXCEPTIONAL FAMILY RESOURCES INC

SYRACUSE, NY · EIN 161098311 · Form 990 · FY2024 · NTEE E860 · Health Care · Large ($10M-$50M) · contactefr.org
revenue
$26.5M
expenses
$25.4M
net assets
$12.6M
employees
1,203
volunteers
12
program ratio
92%
mission · from form 990

EXCEPTIONAL FAMILY RESOURCES PARTNERS WITH INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, PROVIDING SERVICES, INFORMATION, ADVOCACY AND OTHER SUPPORTS TO ENHANCE LIVES AND FOSTER COMMUNITY ACCEPTANCE.

profile · synthesized from sources

Nonprofit serving individuals with disabilities and their families through self-direction and respite services across New York State. Helps participants design personalized support plans, access direct care staffing, and receive financial and community-based assistance. Operates under the new name Indera following a merger, continuing programs focused on independence, advocacy, and community inclusion.

irs program accomplishments · form 990 part iii · fy2024

What they reported doing

  1. #1 primary $13.53M
    SELF DIRECTION SERVICES ALLOW INDIVIDUALS TO PLAN AND ACCESS SUPPORT SERVICES THROUGH AN ANNUAL BUDGET THAT THEY DESIGN TO MEET THEIR INDIVIDUAL NEEDS WHICH IS DETERMINED BY REGION, LIVING SITUATION AND ASSESSMENT. EACH INDIVIDUAL HAS A PERSONAL RESOURCES ALLOCATION (PRA) WHICH DETERMINES THEIR BUDGET. WITH SUPPORT OF A "PLANNING TEAM" MADE UP OF FAMILY, FRIENDS AND ADVOCATES, INDIVIDUALS CAN CHOOSE TO SELF-HIRE THEIR DIRECT CARE STAFF OR ACCESS TRADITIONAL AGENCY SUPPORTED SERVICES FOR RESPITE, COMMUNITY HABILITATION AND/OR SUPPORTED EMPLOYMENT. A VARIETY OF ADDITIONAL SERVICES ARE ALSO AVAILABLE SUCH AS FINANCIAL ASSISTANCE FOR HOUSING, LIVING EXPENSES, AND COMMUNITY CLASSES AND ARE DEPENDENT UPON AGE OF THE INDIVIDUAL. APPROXIMATELY 611 PEOPLE WERE SERVED IN 2024.
  2. #2 $1.43M
    WAIVER RESPITE SERVICES PROVIDE SUPPORT TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND OFFERS THEIR PRIMARY CAREGIVERS A BREAK FROM PROVIDING CARE. SERVICES CAN BE PROVIDED IN THE HOME OR IN THE COMMUNITY. OUR COMMUNITY RESPITE SERVICES PROVIDE PRIMARILY 1:1 OR 1:2 SUPPORTS AND OUR RECREATIONAL RESPITE SERVICES PROVIDE GROUP RESPITE OPPORTUNITIES THROUGHOUT THE YEAR. APPROXIMATELY 125 PEOPLE WERE SERVED IN 2024.
named programs · 3 · from sources

What they call their work

Indera Adaptive Design Program
Creates low-cost, innovative adaptive devices to promote accessibility and independence; engages in community outreach and education through events like the Syracuse Maker’s Faire
Self-Direction Services
Enables individuals with disabilities to design personalized support plans using an annual budget (Personal Resources Allocation); includes options to self-hire direct care staff or access agency-supported services for respite, community habilitation, and supported employment
Waiver Respite Services
Provides caregiver relief through in-home and community-based 1:1, 1:2, or group respite opportunities for individuals with developmental disabilities; includes Community Respite and Recreational Respite programs
activities · 3 groups

What they do

  • Self-Directed Disability Support Services 1 activity
    • Providing self-direction services for individuals with developmental disabilities
      Enables individuals with developmental disabilities to design annual budgets and access support services such as self-hired direct care, respite, community habilitation, and supported employment; served approximately 611 people in 2024.
  • Respite Care for Developmental Disabilities 1 activity
    • Providing waiver-funded respite services for individuals with developmental disabilities
      Offers 1:1, 1:2, or group respite support to individuals with developmental disabilities in home or community settings, providing caregiver relief; served approximately 125 people in 2024.
  • Adaptive Equipment Provision 1 activity
    • Showcasing low-cost adaptive devices for individuals with disabilities
      Participates in public events such as the Syracuse Maker’s Faire to demonstrate and promote low-cost adaptive devices that enhance accessibility and independence for individuals with disabilities.
financials · form 990 · fy2024
revenue
Total revenue$26.49M
Contributions & grants$2.55M10%
Program service revenue$23.99M91%
Investment income$-67K-0%
Other revenue$20K
expenses
Total expenses$25.43M
Program expenses92%
Admin / overhead8%
Fundraising0%
Salaries & benefits$19.78M
Grants paid out$517K
Largest expense lineCompensation
balance sheet
Total assets$15.19M
Cash$1.87M
Investments$6.75M
Liabilities$2.63M
Net assets$12.56M
Liquid reserves4.1 mo
4 years on record · 2020–2024 · YoY revenue +26.4%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 4
NameTitleHours/wkCompensation
BRUCE DRAKE CHIEF EXECUTIVE OFFICER 40 $231K
ROXANNE COTTER CHIEF FINANCIAL OFFICER 40 $163K
DANIEL KELLEY CHIEF OPERATING OFFICER 40 $141K
LAWTON WILLIAMSON DIRECTOR OF EMPLOYMENT 40 $139K
board members · 10
  • ANDREA WANDERSEE — DIRECTOR
  • BENJAMIN TAYLOR — TREASURER
  • BETH LYNN HOEY — DIRECTOR
  • ERIC STONE — PRESIDENT
  • ERICA WYNN KEARSE — VICE PRESIDENT
  • JUDITH TARRANTS — DIRECTOR
  • KAREN BURNS — DIRECTOR
  • LINDA WEBB — DIRECTOR
  • PATTI MARVIN — SECRETARY
  • PETER KOZIK — DIRECTOR
relationships · 1

Who they work with

  • ARISE Partner — Merger partner in forming Indera, formerly operating as ARISE-Exceptional Family Resources.
strategies · 2

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Adaptive Design with Community Collaboration
    methodology: adaptive_design
    By using adaptive design and creative problem-solving in collaboration with the community, we turn everyday challenges into opportunities for independence and inclusion, because locally co-created, low-cost solutions are more sustainable and responsive to real-world needs.
  • Self-Direction Model for Personalized Support
    methodology: self_direction_model
    By allowing individuals with disabilities to design their own support budgets and choose how to use services—including self-hiring caregivers—we increase autonomy and the relevance of care, because individual-led planning leads to more effective, dignity-affirming outcomes.