2023-05-10T17:53:43-05:00 2022-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-07-01 133176952 NAZARETH HOUSING INC NAZA 2127771010 519 EAST 11TH STREET NEW YORK NY 10009 RACHEL LEVINE EXECUTIVE DIRECTOR 2127771010 2023-05-10 1 RACHEL LEVINE 999009999 GARRETT M HIGGINS P00543209 9143818900 2023-05-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RACHEL LEVINE 519 EAST 11TH STREET NEW YORK NY 10009 3789028 0 X WWW.NAZARETHHOUSINGNYC.ORG X 1983 NY SEE SCHEDULE O 13 11 34 101 0 0 2747500 3562804 152208 139083 24386 20870 -28518 -27478 2895576 3695279 5956 5000 0 0 1709244 1783870 9000 0 199641 1216151 1287282 2940351 3076152 -44775 619127 3292170 3411994 794860 356341 2497310 3055653 X TO PROMOTE HOUSING STABILITY AND ECONOMIC MOBILITY AMONG VULNERABLE FAMILIES AND INDIVIDUALS OF NEW YORK CITY THROUGH THE PROVISION OF HOMELESSNESS PREVENTION SERVICES, EMERGENCY FAMILY SHELTER, SUPPORTIVE HOUSING, AND URGENT NEEDS ASSISTANCE; AND TO PREVENT HOMELESSNESS IN OUR COMMUNITIES BY EMPOWERING FAMILIES AND INDIVIDUALS TO BUILD A PATHWAY OUT OF POVERTY AND CREATE LIVES FILLED WITH POSSIBILITY AND OPPORTUNITY. 0 0 1185592 0 0 NAZARETH HOUSING MANAGES 16 UNITS OF EMERGENCY FAMILY SHELTER (EFS) FOR FAMILIES WITH DEPENDENT CHILDREN IN THE BRONX, THORPE FAMLY RESIDENCE PROVIDES TEMPORARY TRANSITIONAL HOUSING FOR 16 FAMILIES. OVER THE COURSE OF FY22, 21 FAMILIES WERE HOUSED IN THE SHELTER, INCLUDING 55 CHILDREN. ALL FAMILIES WORK ONE-ON-ONE WITH CASE MANAGEMENT STAFF THROUGHOUT THEIR STAY TO BECOME, AND REMAIN, STABLY HOUSED. THIS WORK INCLUDES HOUSING COUNSELING, INDEPENDENT LIVING PLANNING, FAMILY WELLNESS, DOMESTIC VIOLENCE COUNSELING, AND YOUTH ENRICHMENT PROGRAMS. IN FY22, 10 FAMILIES, INCLUDING 26 CHILDREN, MOVED INTO PERMANENT HOUSING. 866540 5000 139083 NAZARETH HOUSING'S HOMELESSNESS PREVENTION PROGRAM, THE HOUSING STABILITY SUPPORT PROGRAM (HSSP), ASSISTS HOUSEHOLDS SEEKING TO AVOID EVICTION AND PROVIDES FAMILIES WITH THE RESOURCES NEEDED TO REMAIN STABLY HOUSED. HSSP OFFERS RENTAL AND UTILITIES ARREARS ASSISTANCE, INTENSIVE CASE MANAGEMENT, BENEFITS SCREENING AND ENROLLMENT, AND OTHER SERVICES DESIGNED TO STABILIZE AND STRENGTHEN AT-RISK HOUSEHOLDS. THE PROGRAM SERVED 5,635 INDIVIDUALS IN FY22; OF THE HOUSEHOLDS THAT CAME TO NAZARETH HOUSING ON THE VERGE OF EVICTION, ALL SUCCESSFULLY RETAINED THEIR HOUSING DUE TO SERVICES THEY RECEIVED THROUGH NAZARETH HOUSING. OVER 1,582 INDIVIDUALS WERE SCREENED FOR AND ENROLLED IN APPLICABLE ENTITLEMENTS PROGRAMS. THE MONEYLAB VITA TAX CLINIC RETURNED $450,000 TO 372 LOW-INCOME HOUSEHOLDS AT NO COST TO THEM. HSSP WAS ALSO INVOLVED IN THE EMERGENCY RENTAL ASSISTANCE PROGRAM (ERAP), AND ASSISTED 111 FAMILIES IN ACCESSING RENTAL ASSISTANCE TO AVOID EVICTION. 219271 0 0 SUPPORTIVE HOUSING RESIDENTS COME FROM A VARIETY OF BACKGROUNDS AND FAMILY COMPOSITIONS, FROM SINGLE MOTHERS WITH YOUNG CHILDREN TO SENIORS, IMMIGRANTS, AND VETERANS. A PORTION OF THESE HOUSEHOLDS HAVE A HISTORY OF CHRONIC HOMELESSNESS, OR ARE EXITING AN EMERGENCY FAMILY SHELTER. THEY BENEFIT FROM AFFORDABLE RENT THAT IS STABILIZED OR TAILORED TO FIT THEIR INCOME, AS WELL AS A SUPPORT NETWORK OF HIGHLY TRAINED CASE MANAGERS THAT MEET WITH THEM IN REGULARLY-SCHEDULED ONE-ON-ONE RESIDENT MEETINGS. DURING THESE MEETINGS THEY ARE CONNECTED TO FINANCIAL CAPABILITY PROGRAMMING, COMMUNITY EVENTS, YOUTH PROGRAMMING, NUTRITIONAL ASSISTANCE, AND OTHER RELEVANT SERVICES DEPENDING ON HOUSEHOLD NEED. IN FY22 44 HOUSEHOLDS CALLED OUR SUPPORTIVE HOUSING HOME, INCLUDING 37 CHILDREN. 166175 0 0 THE SAFETY NET CREATED BY OUR URGENT NEEDS PROGRAMS EXPANDS HOUSEHOLD BUDGETS AND STRENGTHENS A CLIENT'S ECONOMIC FOUNDATION, LEAVING MORE MONEY AVAILABLE EACH MONTH FOR RENT AND OTHER NECESSITIES. NAZARETH HOUSING OFFERS ONE-SHOT RENTAL ARREARS ASSISTANCE FOR HOUSEHOLDS FACING EVICTION, AND ADVOCATES WITH UTILITY COMPANIES TO KEEP THE LIGHTS ON. SHORT-TERM ASSISTANCE SUCH AS THIS HELPS CLIENTS DEAL WITH THE IMMEDIATE NEEDS FACING THEIR HOUSEHOLD, AND CONNECTS THEM TO ADDITIONAL, LONGER-TERM SOLUTIONS OFFERED THROUGH OUR SUITE OF SERVICES. LOUISE'S PANTRY AT NAZARETH HOUSING HAS BEEN A RELIABLE SOURCE OF NUTRITIOUS FOOD AND OTHER GOODS (SUCH AS TOILETRIES AND INFANT SUPPLIES) ON THE LOWER EAST SIDE SINCE 2012 AND IN THE BRONX SINCE 2016. IT BENEFITS FROM THE STRONG SUPPORT AND PARTNERSHIP OF CITY HARVEST AND THE NYC FOOD COLLABORATIVE. IN FY22, THE PANTRY FED OVER 99,800 DUPLICATED INDIVIDUALS, SUPPLEMENTING OVER 1,035,000 MEALS. WE CONTINUE TO SEE A GROWING NEED FOR OUR SERVICES AS THE PRICE OF FOOD INCREASES AND THE EVICTION MORATORIUM HAS ENDED. 166175 0 0 2437578 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X SIBYL-MICHELLE AKINS 2127771010 519 EAST 11TH STREET NEW YORK NY 10009 X MARY KAY ORR EXECUTIVE DIRECTOR THRU 6/30/22 50.00 10.00 X X 136231 0 2750 MARY BETH HOGAN PRESIDENT 3.00 3.00 X X 0 0 0 MARY C KILBOURN VICE PRESIDENT 4.00 3.00 X X 0 0 0 LEONARD SHAVEL TREASURER 2.00 0.00 X X 0 0 0 BENNETTE D KRAMER SECRETARY 2.00 3.00 X X 0 0 0 TARA CHAMBERS BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC R DINALLO BOARD MEMBER 2.00 0.00 X 0 0 0 SR IRENE ELLIS OP BOARD MEMBER 2.00 3.00 X 0 0 0 ALLISON FRANCO LCSW BOARD MEMBER 2.00 0.00 X 0 0 0 PATRICIA GLORIOSO BOARD MEMBER 2.00 0.00 X 0 0 0 RACHEL LEVINE BOARD MEMBER THRU 921 COO/DEPUTY EXECUTIVE DIRECTOR 50.00 10.00 X X 37494 0 368 CARI WINT BOARD MEMBER 2.00 0.00 X 0 0 0 STEVE WRONSKI BOARD MEMBER 2.00 3.00 X 0 0 0 SIBYL-MICHELLE AKINS CONTROLLER 51.00 9.00 X 70512 0 13490 244237 0 16608 1 0 0 0 WINFIELD SECURITY 57 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 SECURITY 412201 1 390114 1897041 1275649 3562804 MANAGEMENT FEE INCOME 531310 139083 139083 139083 20870 20870 57525 390114 93749 -36224 -36224 OTHER INCOME 900099 8069 8069 LAUNDRY COMMISSIONS 900099 677 677 8746 3695279 139083 0 -6608 X 5000 5000 353611 191432 135139 27040 1171421 894732 159726 116963 1300 1300 117993 113186 3882 925 139545 101878 26418 11249 16580 16580 24000 24000 453423 453423 65901 51613 8726 5562 77422 69221 4268 3933 103628 82204 10712 10712 12088 2492 9024 572 27735 17541 9569 625 38118 32715 5403 PROGRAM EXPENSES 353434 315996 19484 17954 REPAIRS AND MAINTENANCE 112639 104421 4147 4071 MISC OPERATING EXPENSES 2314 424 1855 35 3076152 2437578 438933 199641 934962 332282 104063 101020 759743 1434038 95667 58956 583114 415094 106102 168020 1219437 1202655 72196 115023 3292170 3411994 94828 68592 0 37500 350000 0 350032 250249 794860 356341 X 2367105 2814615 130205 241038 2497310 3055653 3292170 3411994 619127 -60784 0 X X 0 1 X 1 0 X 2510778 2361020 2659591 2747500 3562804 13841693 2510778 2361020 2659591 2747500 3562804 13841693 13841693 7322 15302 40369 24386 20870 108249 1634 2614 1080 3642 8746 17716 13967658 747915 0.99100 0.99090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 982. 2018 AMOUNT: $ 1,827. 2019 AMOUNT: $ 563. 2020 AMOUNT: $ 2,830. 2021 AMOUNT: $ 8,069. LAUNDRY COMMISSIONS - 2017 AMOUNT: $ 652. 2018 AMOUNT: $ 787. 2019 AMOUNT: $ 517. 2020 AMOUNT: $ 812. 2021 AMOUNT: $ 677. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24000 24000 0 PART II-B, LINE 1: TLM ASSOCIATES ASSISTED NAZARETH HOUSING, INC. IN PLANNING AND SECURING SUPPORT AND DIALOGUE WITH GOVERNMENT AND COMMUNITY LEADERS AND ADMINISTRATORS TO BENEFIT THE PROGRAMMING OFFERED TO THE PUBLIC, THE GENERAL MISSION OF THE ORGANIZATION. 230543 152588 77955 113727 105676 8051 179679 127239 52440 59165 29591 29574 168020 CITY OF NEW YORK PAYABLE 5606 REFUNDABLE ADVANCES 244643 250249 X 3664596 -60784 21033 9068 -30683 3695279 0 3695279 3106253 21033 9068 30101 3076152 0 3076152 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 9,068. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 9,068. ANNUAL BENEFIT 447639 390114 57525 44987 48762 447639 390114 57525 44987 48762 93749 -36224 FORM 990, PART I, LINE 1 BORN OUT OF THE LOWER EAST SIDE'S URBAN HOMESTEADING MOVEMENT, NAZARETH HOUSING WAS FOUNDED IN 1983 TO PROVIDE SUPPORT SERVICES TO THE NEIGHBORHOOD'S MOST VULNERABLE FAMILIES AND INDIVIDUALS. TODAY WE SERVE NEW YORKERS SEEKING ASSISTANCE FROM ALL FIVE BOROUGHS. ALL OF OUR SERVICES ARE DELIVERED WITH THE GOAL OF EMPOWERING OUR CLIENTS AND PROVIDING THEM WITH THE TOOLS AND RESOURCES TO ACHIEVE HOUSING STABILITY AND ECONOMIC WELL-BEING. WHETHER A CLIENT IS THREATENED WITH EVICTION, SUFFERING FROM FOOD INSECURITY, OR LOOKING TO STABILIZE THEIR HOUSEHOLD FINANCES, OUR EXPERT STAFF HAS BOTH THE SKILLS AND THE UNDERSTANDING NEEDED NOT ONLY TO ADDRESS THE IMMEDIATE PROBLEM, BUT TO TACKLE ITS UNDERLYING CAUSES. IN FY22 NAZARETH HOUSING SERVED A TOTAL OF 5,635 INDIVIDUALS, INCLUDING 2,170 CHILDREN. TWENTY-ONE FAMILIES RESIDED IN OUR EMERGENCY FAMILY SHELTER, AND 38 HOUSEHOLDS CALLED OUR PERMANENT SUPPORTIVE HOUSING HOME. OF THE HOUSEHOLDS THAT CAME TO US ON THE VERGE OF EVICTION, 100% REMAINED STABLY HOUSED, A SUCCESS RATE OF 100%. 4,693 AT-RISK INDIVIDUALS RECEIVED SOME FORM OF CASE MANAGEMENT, WHILE 1,638 HOUSEHOLDS RECEIVED COUNSELING TO FIND SAFE, PERMANENT HOUSING. OUR MONEYLAB TAX CLINIC PREPARED FREE TAX RETURNS FOR 372 LOW-INCOME HOUSEHOLDS. OUR HSSP CASE MANAGERS AND CLIENT SERVICE SPECIALISTS SCREENED 100% OF CLIENTS FOR BENEFITS ELIGIBILITY; 492 HOUSEHOLDS WERE ENROLLED IN ENTITLEMENTS PROGRAMS TO STRETCH THEIR BUDGET DOLLARS AND STRENGTHEN THEIR FINANCIAL SECURITY. OVER THE COURSE OF THE YEAR, 99,800 DUPLICATED INDIVIDUALS RECEIVED NUTRITIONAL ASSISTANCE FROM LOUISE'S PANTRY, OUR CLIENT-CHOICE FOOD SECURITY PROGRAM PROVIDING HOUSEHOLD GOODS AND PERSONAL CARE ITEMS IN ADDITION TO FOOD. LIFELAB, OUR SUITE OF EDUCATIONAL PROGRAMMING FOCUSED ON FINANCIAL, NUTRITIONAL, HOUSING, AND PERSONAL WELLBEING, ENGAGED 198 INDIVIDUALS ON TOPICS PERTINENT TO THEIR HOUSING STABILITY AND ECONOMIC SECURITY. THESE COMPREHENSIVE WRAP-AROUND SERVICES ARE PROVIDED IN CONCERT WITH EACH OTHER, ENSURING THAT ALL FACETS OF OUR CLIENTS' HOUSING STABILITY ARE ADDRESSED AND STRENGTHENED PROACTIVELY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE 990 RETURN, THE 990 IS REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE RECOMMENDS EDITS, AND THEN MAKES A FINAL RECOMMENDATION TO THE FULL BOARD FOR ITS APPROVAL. THE BOARD REVIEWS AT A REGULARLY SCHEDULED OR SPECIAL MEETING FOR DISCUSSION AND FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS/DIRECTORS SIGN A CONFLICT OF INTEREST POLICY. THE EMPLOYEE POLICY ON CONFLICT OF INTEREST IS REVIEWED AND PROVIDED IN WRITING AT TIME OF HIRE. STAFF ARE REQUIRED TO NOTIFY THE EXECUTIVE DIRECTOR OF ANY POTENTIAL CONFLICT OF INTEREST. FAILURE TO DO SO IS CAUSE FOR CORRECTIVE ACTION UP TO AND INCLUDING TERMINATION. EMPLOYEES SIGN AN ACKNOWLEDGEMENT. THE BOARD POLICY IS POSTED ON THE WEBSITE. THE EMPLOYEE POLICY IS IN THE EMPLOYEE HANDBOOK AND AVAILABLE ON REQUEST. INDIVIDUALS WITH A POTENTIAL CONFLICT OF INTEREST ARE RECUSED FROM DECISION-MAKING AND BOARD DELIBERATION UNTIL THE CONFLICT IF RESOLVED. FORM 990, PART VI, SECTION B, LINE 15A SURVEY DATA PLUS PERFORMANCE RATINGS DETERMINE THE SALARY RECOMMENDATION FOR THE EXECUTIVE DIRECTOR WHICH IS PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL. A SIMILAR PROCESS IS COMPLETED FOR STAFF MEMBERS USING SURVEY DATA. INDIVIDUAL PERFORMANCE EVALUATIONS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. AS PART OF THE BOARD ASSESSMENT OF THE EXECUTIVE DIRECTOR, OFFICERS OF THE BOARD DISCUSS THE EXECUTIVE DIRECTOR'S COMPENSATION AND RECOMMEND ADJUSTMENT TO THE FULL BOARD FOR APPROVAL. THIS PROCESS WAS LAST UNDERTAKEN IN FY22. 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 THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. PART VII BOARD MEMBER RACHEL LEVINE BECAME THE CHIEF OPERATING OFFICER/DEPUTY EXECUTIVE DIRECTOR EFFECTIVE SEPTEMBER 2021. FORM 990, PART IX, LINE 11G CONTRACTED SECURITY SERVICES: PROGRAM SERVICE EXPENSES 444,215. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444,215. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 7,208. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,208. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NAZARETH HOUSE HOUSING DEVELOPMENT FUND CORPORATION 519 EAST 11TH STREET NEW YORK NY 10009 522264227 HOUSING FOR LOW INCOME FAMILIES NY 501(C)(3) LINE 10 NAZARETH HOUSING INC 1 721 E 6TH STREET HOUSING DEVELOPEMNT FUND CORPORATION 519 EAST 11TH STREET NEW YORK NY 10009 133636346 HOUSING FOR LOW INCOME FAMILIES NY 501(C)(3) LINE 10 NAZARETH HOUSING INC 1 PARK AVENUE THORPE HOUSING DEVELOPMENT FUND CORPORATION 406 EAST 184TH STREET NEW YORK NY 10458 133830057 HOUSING FOR LOW INCOME FAMILIES NY 501(C)(3) LINE 10 NAZARETH HOUSING INC 1 CROTONA THORPE HOUSING DEVELOPMENT FUND CORPORATION 2252 CROTONA AVENUE BRONX NY 10457 465612524 HOUSING FOR LOW INCOME FAMILIES NY NAZARETH HOUSING INC C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 PARK AVENUE THORPE HDFC Q 156740 COST NAZARETH HOUSE HDFC Q 65724 COST