2024-02-02T13:38:59-06:00 2022-12-31 474526160 EFPR GROUP CPAS PLLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2022-01-01 141590637 ELEANOR ROOSEVELT CENTER AT VAL-KILL INC ELEA 8452295302 PO BOX 255 HYDE PARK NY 125380255 SAMANTHA SHAPLEY MANAGING DIRECTOR 8452295302 2024-02-02 1 SAMANTHA SHAPLEY 999009999 0 DAVID A URBAN CPA P00630018 7166340700 2024-02-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SAMANTHA SHAPLEY PO BOX 255 HYDE PARK NY 125380255 267645 0 X WWW.ERVK.ORG X 1976 NY THE ELEANOR ROOSEVELT CENTER INSPIRES AND EMPOWERS INDIVIDUALS AND ORGANIZATIONS TO USE THEIR TIME, TALENT, AND RESOURCES TO BUILD A JUST AND SUSTAINABLE WORLD, CLOSE TO HOME AND ABROAD, BY PROVIDING PROGRAMS AND EXPERIENCES EPITOMIZING ELEANOR ROOSEVELT'S PASSION AND COMMITMENT TO HUMAN RIGHTS, PRINCIPLED LEADERSHIP, ENGAGED CITIZENSHIP, AND SOCIAL JUSTICE FOR ALL. 9 9 2 1 0 0 368824 266093 0 0 1497 1552 0 0 370321 267645 0 0 0 0 165179 91476 0 0 1146 89166 55645 254345 147121 115976 120524 384121 438224 57123 3161 326998 435063 X THE ELEANOR ROOSEVELT CENTER INSPIRES AND EMPOWERS INDIVIDUALS AND ORGANIZATIONS TO USE THEIR TIME, TALENT, AND RESOURCES TO BUILD A JUST AND SUSTAINABLE WORLD, CLOSE TO HOME AND ABROAD, BY PROVIDING PROGRAMS AND EXPERIENCES EPITOMIZING ELEANOR ROOSEVELT'S PASSION AND COMMITMENT TO HUMAN RIGHTS, PRINCIPLED LEADERSHIP, ENGAGED CITIZENSHIP, AND SOCIAL JUSTICE FOR ALL. 0 0 6609 SEE SCHEDULE O:WHERE HUMAN RIGHTS BEGIN SERIES VIA ZOOM3/17/21 STORYTELLING AND PANEL CONVERSATION6/30/21 BORN THIS WAY, STORIES OF IDENTITY12/8/21 STORIES OF IMMIGRATION, IDENTITY AND RESILIENCEPARTNERS FOR THIS SERIES: THE NATIONAL PARK SERVICE, THE TMI PROJECT, THE DUTCHESS COUNTY HUMAN RIGHTS COMMISSION2022 WAS A YEAR DURING WHICH WE TOOK A PROGRAM HIATUS TO CONSIDER THE NATURE OF SUSTAINABLE PROGRAMS THAT ERVK COULD ACCOMPLISH GIVEN OUR VERY REDUCED STAFF. THERE WERE DIFFERENCES OF OPINION ON OUTCOME RESULTS BETWEEN OUR BOARD MEMBERS AND TMI PROJECT. ALONG WITH THE NATIONAL PARK SERVICE, TMI WAS ONE OF OUR TWO PRINCIPAL PARTNERS IN THIS THREE-STAGE ENDEAVOR. AS A RESULT, IT WAS A BOARD DECISION TO NOT REPEAT THIS ONETIME COLLABORATION IN 2022. IN THE RECENT PAST, OUR SIGNATURE PROGRAMS WERE ALL FACE-TO-FACE, AND THERE WAS GREAT UNCERTAINTY ABOUT PLANNING FOR AN ELEANOR ROOSEVELT MEDALS CEREMONY. MANY OF OUR COMMUNITY COLLEGE STUDENTS FROM OUR ECCEL (ELEANOR'S COMMUNITY COLLEGE EXCELLENCE IN LEARNING) PROGRAM EXPECTED A HYBRID MODEL OF OPERATION WHICH PROVED DIFFICULT TO STAGE. 6609 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 NY X X SAMANTHA SHAPLEY 8452295302 PO BOX 255 HYDE PARK NY 125380255 WESLEY DIXON CHAIRPERSON 1.00 0.00 X X 0 0 0 NINA ROOSEVELT GIBSON VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 LYNN RUGGIERO SECRETARY 1.00 0.00 X X 0 0 0 KATHRYN REED TREASURER 1.00 0.00 X X 0 0 0 KEITH BROKAW DIRECTOR 1.00 0.00 X 0 0 0 ANNA FIERST DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN PETERS GITTELMAN DIRECTOR 1.00 0.00 X 0 0 0 SARA BOETTIGER DIRECTOR 1.00 0.00 X 0 0 0 LUBNA SOMJEE DIRECTOR 1.00 0.00 X 0 0 0 APRIL GOZZA EXECUTIVE DIRECTOR 37.50 0.00 X 51993 0 0 51993 0 0 0 0 0 0 0 48788 217305 266093 1552 1552 267645 0 0 1552 X 81088 79942 1146 3295 3295 7093 7093 6270 6270 20297 20297 1146 1146 468 468 7106 7106 3786 3786 54 54 64 64 6609 6609 TELEPHONE & TELECOMMUNI 4040 4040 EQUIPMENT AND MAINTENAN 2620 2620 BANK FEES 1526 1526 SUBSCRIPTIONS & DUES 838 838 821 821 147121 6609 139366 1146 26987 10309 174705 258318 2726 2726 0 0 179703 166871 384121 438224 8823 3161 48300 57123 3161 X -154068 364429 481066 70634 326998 435063 384121 438224 120524 -12459 0 X 0 0 0 X 211867 331415 135272 368824 266093 1313471 38600 34400 34400 34400 141800 250467 365815 169672 403224 266093 1455271 94758 1360513 1510 1649 2022 1497 1552 8230 1050 3716 43850 48616 1512117 160695 0.89970 0.97420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96237 X X 0 83466 -12832 70634 73442 10024 83466 67735 5707 73442 58026 9709 67735 26947 37155 -6076 58026 0.00000 1.00000 0.00000 0 0 0 BENEFICIAL INTEREST IN ASSETS 70634 COLLECTION OF ARTIFACTS 96237 166871 255186 -12459 -12459 267645 0 267645 147121 0 147121 0 147121 PART III, LINE 4: THE ARTIFACT COLLECTION INCLUDES VAL-KILL INDUSTRY FURNITURE AND ELEANOR ROOSEVELT MEMORABILIA. THE ERLC PROMOTES ELEANOR ROOSEVELT'S LEGACY IN THE AREAS OF PRINCIPLED LEADERSHIP, SOCIAL JUSTICE, AND HUMAN RIGHTS. PART OF THAT LEGACY INCLUDES THE LEADERSHIP SHE DEMONSTRATED BY ESTABLISHING VAL-KILL INDUSTRIES. THE COLLECTION IS A PHYSICAL REPRESENTATION THE CENTER USES TO PROMOTE THAT LEGACY. PART V, LINE 4: THE CENTER MAINTAINS VARIOUS DONOR-RESTRICTED ENDOWMENT FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND E-MAILED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICY IS SIGNED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A IT IS THE POLICY OF ERVK TO PAY COMPENSATION THAT IS NON-DISCRIMINATORY AND COMPETITIVE. HOWEVER, ALL COMPENSATION DECISIONS MUST TAKE INTO CONSIDERATION ERVK'S OVERALL FINANCIAL CONDITION. SALARY AND WAGE INCREASES MAY BE GIVEN ON AN ANNUAL BASIS FOLLOWING AN EMPLOYEE'S WRITTEN JOB PERFORMANCE EVALUATION. THE AMOUNT OF THE INCREASE WILL BE CONTINGENT UPON THE ANNUAL AMOUNT BUDGETED, PASSED, AND APPROVED BY ERVK'S BOARD OF DIRECTORS AND ON THE BASIS OF MERIT AS A RESULT OF A JOB PERFORMANCE EVALUATION. THE BOARD ALSO COMPARES EXECUTIVE SALARIES TO OTHER SIMILAR NON-PROFIT ORGANIZATIONS. WRITTEN MINUTES ARE MAINTAINED THAT DOCUMENT COMPENSATION REVIEW DECISIONS BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, POLICY, ARTICLES OF INCORPORATION, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G AUDIT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,300. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,997. WE HAVE EXPERIENCED UNUSUAL STAFF TURNOVER AND AN IMPORTANT LOSS OF A BOARD OFFICER (OUR LONG TERM TREASURER). WE HAD A CONTRACT WITH A PART-TIME EXECUTIVE DIRECTOR WHICH EXPIRED ON JANUARY 30, 2023, AND WERE WITHOUT ANY PAID STAFF UNTIL WE HIRED AN ADMINISTRATIVE ASSISTANT IN LATE APRIL. A MONTH LATER, WE WERE ABLE TO HIRE AN ADDITIONAL STAFF PERSON, BUT HER FOCUS WAS DIRECTED AT DEVELOPMENT AND MARKETING. SHE WAS NOT HIRED AS AN EXECUTIVE DIRECTOR.AT THE END OF JUNE, THE TREASURER OF THE ORGANIZATION RETIRED OUT-OF-STATE, AND WE WERE NOT ABLE TO REPLACE HER UNTIL THE END OF AUGUST. IN SHORT, DUE TO STAFFING PROBLEMS AND AN IMPORTANT BOARD VACANCY, IT WAS VERY DIFFICULT TO KEEP TRACK OF DETAILS WITHOUT THE NORMAL LEVEL OF OVERSIGHT THAT WAS IN PLACE IN PREVIOUS YEARS.I WANT TO STRESS THAT THIS IS THE FIRST TIME WE HAVE MISSED A FILING DEADLINE, AND WE ARE NOW IN A BETTER POSITION TO MONITOR OUR IRS REPORTING SCHEDULE. THANK YOU FOR YOUR UNDERSTANDING UNDER THE DIFFICULT CIRCUMSTANCES OF THIS PAST YEAR.