2025-05-14T15:09:09-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990 2023-07-01 831441257 COMMUNITY DEVELOPMENT PROJECT INC COMM 2128106744 123 WILLIAM ST SUITE 401 4TH FLOOR NEW YORK NY 10038 MARCOS A ORTIZ CHIEF FINANCIAL OFFICER 2128106744 2025-05-13 1 0 AMANDA ADAMS P00748038 2126971000 2025-05-13 2023 2025-03-06 01:10:19Z TAKEROOTJUSTICE MARCOS A ORTIZ 123 WILLIAM ST SUITE 401 4TH FLOOR NEW YORK NY 10038 7203333 0 X HTTPS://TAKEROOTJUSTICE.ORG X 2018 NY TAKEROOT JUSTICE PROVIDES LEGAL, PARTICIPATORY RESEARCH AND POLICY SUPPORT TO STRENGTHEN THE WORK OF GRASSROOTS AND COMMUNITY-BASED GROUPS IN NEW YORK CITY TO DISMANTLE RACIAL, ECONOMIC AND SOCIAL OPPRESSION. 12 10 53 2 0 0 7431403 7203333 0 0 0 0 0 0 7431403 7203333 0 0 0 0 5777985 6167174 0 0 135963 1502081 1546476 7280066 7713650 151337 -510317 4764485 5355099 1948559 3049490 2815926 2305609 X TAKEROOT JUSTICE PROVIDES LEGAL, PARTICIPATORY RESEARCH AND POLICY SUPPORT TO STRENGTHEN THE WORK OF GRASSROOTS AND COMMUNITY-BASED GROUPS IN NEW YORK CITY TO DISMANTLE RACIAL, ECONOMIC AND SOCIAL OPPRESSION. 0 0 1930433 HOUSING RIGHTS: TAKEROOT'S AFFORDABLE HOUSING WORK HAS PRESERVED MORE THAN 10,000 UNITS OF AFFORDABLE HOUSING, ACHIEVED MILLIONS OF DOLLARS' WORTH OF REPAIRS FOR LOW-INCOME TENANTS, AND KEPT THOUSANDS OF NEW YORKERS IN THEIR HOMES BY PREVENTING EVICTION AND DISPLACEMENT. TAKEROOT'S HOUSING RIGHTS TEAM PROVIDES LEGAL SUPPORT TO NEIGHBORHOOD GROUPS ACROSS THE CITY THAT ARE ORGANIZING LOW-INCOME TENANTS TO FIGHT BACK AGAINST GENTRIFICATION AND PRESERVE THE AFFORDABILITY OF NEW YORK'S HOUSING STOCK. TAKEROOT PROVIDES CIVIL LEGAL SERVICES TO LOW-INCOME TENANTS BY BRINGING SUIT ON BEHALF OF TENANT ASSOCIATIONS AGAINST LANDLORDS ATTEMPTING TO DISPLACE LOW-INCOME TENANTS BY WITHHOLDING REPAIRS, ILLEGALLY INCREASING RENTS, HARASSING AND INTIMIDATING TENANTS. TAKEROOT'S HOUSING RIGHTS TEAM ALSO PROVIDES LEGAL ASSISTANCE THROUGH COMMUNITY WORKSHOPS AND TRAINING, LEGAL CLINICS AND AN ADVICE HOTLINE. IN COALITION WITH LOCAL GRASSROOTS ORGANIZATIONS, TAKEROOT'S HOUSING RIGHTS TEAM ALSO WORKS TO STRENGTHEN TENANT PROTECTIONS AT THE LOCAL AND STATE LEVEL TO ENSURE HOUSING STABILITY FOR ALL NEW YORKERS. 977161 RESOURCE MANAGEMENT AND COALITION COORDINATION: TAKEROOT'S RESOURCE MANAGEMENT TEAM ADMINISTERS AND MANAGES THE ORGANIZATION'S GOVERNMENT FUNDING CONTRACTS AND COLLECTS AND ANALYZES DATA ON TAKEROOT'S MANY PROGRAMS AND SERVICES. THE TEAM ALSO INCLUDES PROFESSIONALS WHO COORDINATE AND MANAGE COALITIONS OF NONPROFIT ORGANIZATIONS ENGAGED IN HOUSING, IMMIGRATION AND EMPLOYMENT WORK IN NEW YORK CITY. 1039270 IMMIGRANTS' RIGHTS: TAKEROOT'S IMMIGRANTS' RIGHTS TEAM FINDS INNOVATIVE WAYS TO USE AND CHANGE LAWS IN ORDER TO BUILD POWER IN IMMIGRANT COMMUNITIES OF COLOR. TAKEROOT EMPLOYS THE TOOLS OF DIRECT REPRESENTATION, COMMUNITY EDUCATION, AND ADVOCACY TO ADVANCE THE RIGHTS OF LOW-INCOME IMMIGRANTS. TAKEROOT PARTNERS WITH WORKING CLASS IMMIGRANT ORGANIZING GROUPS TO PROVIDE THEIR MEMBERS WITH COMPREHENSIVE LEGAL REPRESENTATION IN AFFIRMATIVE AND REMOVAL DEFENSE CASES. TAKEROOT AIMS TO PROTECT INDIVIDUALS FROM DETENTION AND DEPORTATION, KEEP FAMILIES TOGETHER AND BUILD POWER IN IMMIGRANT COMMUNITIES. TAKEROOT PROVIDES UP-TO-DATE KNOW YOUR RIGHTS ("KYR") WORKSHOPS AND MATERIALS TO HELP OUR PARTNERS KEEP THEIR BASE SAFE AND INFORMED OF CHANGES IN IMMIGRATION POLICY. TAKEROOT'S TEAM IS ALSO INVOLVED IN EFFORTS TO SUPPORT THE DEVELOPMENT OF IMMIGRANT COMMUNITY DEFENSE NETWORKS, ADVOCACY TO CHALLENGE HARSH IMMIGRATION LAWS AND ENFORCEMENT PRACTICES, AND PROMOTE LANGUAGE ACCESS. 2372270 WORKERS RIGHTS: TAKEROOT'S WORKERS' RIGHTS PRACTICE COMBATS WAGE THEFT, WORKPLACE EXPLOITATION AND VIOLATIONS AGAINST WORKERS WHO ASSERT THEIR RIGHTS UNDER LABOR LAWS. TAKEROOT PARTNERS WITH WORKER CENTERS AND WORKER ORGANIZING GROUPS TO BRING LAWSUITS ON BEHALF OF LOW-WAGE WORKERS TO COMBAT VIOLATIONS SUCH AS UNPAID MINIMUM WAGES AND OVERTIME, TIP THEFT, DISCRIMINATION, HARASSMENT AND RETALIATION AGAINST WORKERS WHO ASSERT THEIR RIGHTS UNDER THE LABOR LAWS. WE ALSO ENGAGE IN EXTENSIVE ADVOCACY WITH THE NEW YORK AND U.S. DEPARTMENTS OF LABOR ON BEHALF OF INDIVIDUAL WORKERS WHOSE WORKPLACE RIGHTS HAVE BEEN VIOLATED. TAKEROOT'S WORKERS' RIGHTS TEAM HAS DEVELOPED DEEP EXPERIENCE INLITIGATING CLAIMS FOR VIOLATIONS OF FEDERAL AND STATE WAGE AND HOUR LAWS, ANTI-HARASSMENT AND ANTI-DISCRIMINATION LAWS, ANTI-TRAFFICKING LAWS AND THE RIGHT TO ENGAGE IN CONCERTED PROTECTED ACTIVITY.EXPENSES $ 883,636. INCLUDING GRANTS OF $ 0. REVENUE $ 0EQUITABLE NEIGHBORHOODS: TAKEROOT'S EQUITABLE NEIGHBORHOODS PRACTICE WORKS WITH GRASSROOTS GROUPS, NEIGHBORHOOD ORGANIZATIONS AND COMMUNITY COALITIONS TO ENSURE THAT PEOPLE OF COLOR, IMMIGRANTS AND LOW-INCOME RESIDENTS ARE NOT IGNORED OR PUSHED OUT IN THE NAME OF "PROGRESS. TAKEROOT PARTNERS WITH RESIDENTS IN HISTORICALLY UNDER-RESOURCED AREAS TO FIGHT FOR STABLE, AFFORDABLE HOUSING, COMMUNITY SPACES, JOBS TO MAKE A GOOD LIVING AND OTHER OPPORTUNITIES THAT ALLOW PEOPLE TO THRIVE.TAKEROOT'S EQUITABLE NEIGHBORHOODS TEAM SUPPORTS COMMUNITY GROUPS WHEN THEY RESPOND TO NEW YORK CITY-INITIATED PROJECTS AND PLANS, INCLUDING NEIGHBORHOOD REZONING'S; WHEN THEY WANT TO UNDERSTAND AND INFLUENCE BIG DEVELOPMENT PROJECTS COMING TO THEIR AREA; AS THEY CREATE OR DEFEND IMPORTANT COMMUNITY SPACES; AND WHEN THEY WORK TO ENSURE PUBLIC ASSETS ARE BEING USED FOR PUBLIC GOOD. TAKEROOT'S TEAM ALSO SUPPORTS GRASSROOTS EFFORTS TO REFORM POLICIES TO ENSURE THAT LOCAL PEOPLE, BUSINESSES AND COMMUNITY INSTITUTIONS ARE NOT DISPLACED BY LARGE DEVELOPERS.EXPENSES $ 679,238. INCLUDING GRANTS OF $ 0. REVENUE $ 0CONSUMER JUSTICE: THROUGH FREE RESOURCES INCLUDING LEGAL CLINICS,COMMUNITY EDUCATION, CONSUMER ADVOCACY SERVICES, AND LEGALREPRESENTATION, THE CONSUMER JUSTICE TEAM BUILDS COMMUNITY STRENGTH AND FINANCIAL EMPOWERMENT. TAKEROOT'S CONSUMER EMPOWERMENT SERVICES INCLUDE:- COMMUNITY EDUCATION WORKSHOPS AND MATERIALS THAT ENCOURAGE GREATER PUBLIC AWARENESS AROUND CONSUMER AND FINANCIAL EMPOWERMENT ISSUES, SUCH AS CREDIT REPORTING AND ACCESS TO BANKING, TO DEMONSTRATE THEIR IMPACT ON LOW-INCOME COMMUNITIES. THE ORGANIZATION STRIVES TO TEACH CONSUMERS HOW TO PROTECT AND ASSERT THEIR RIGHTS.- DIRECT LEGAL SERVICES TO REPRESENT CONSUMERS IN DEBT COLLECTIONLITIGATION AND TO ASSERT THEIR RIGHTS AGAINST UNLAWFUL DEBT COLLECTION PRACTICES. THE ORGANIZATION'S AREAS OF COVERAGE INCLUDE BREACH OF COMMUNITY DEVELOPMENT PROJECT, LEASE, CREDIT CARD DEBTS, STUDENT LOANS, AND IDENTITY THEFT, WITH SPECIAL ATTENTION TO THE DISPARATE IMPACT OF UNLAWFUL AND FRAUDULENT ACTS ON IMMIGRANT COMMUNITIES.- SUPPORT OF COMMUNITY ORGANIZATIONS' ADVOCACY CAMPAIGNS TO BRINGREFORM IN THE AREAS OF EMPLOYMENT AGENCY FRAUD, INJUSTICE IN THE BAIL BOND INDUSTRY, AND INCREASED REGULATION OF DEBT COLLECTORS AND PROCESS SERVERS IN NEW YORK CITY.EXPENSES $ 261,392. INCLUDING GRANTS OF $ 0. REVENUE $ 0.RESEARCH AND POLICY: TAKEROOT'S RESEARCH & POLICY TEAM PARTNERS WITH ORGANIZING GROUPS ON RESEARCH PROJECTS AND POLICY ANALYSIS TO DOCUMENT PROBLEMS, FORMALIZE ISSUES FOR POLICY-MAKERS, AND HELP MOVE CAMPAIGNS FORWARD.EXPENSES $ 274,957. INCLUDING GRANTS OF $ 0. REVENUE $ 0.CAPACITY BUILDING: TAKEROOT'S CAPACITY BUILDING TEAM OFFERS COMMUNITY GROUPS THE LEGAL ASSISTANCE THEY NEED TO ESTABLISH, GROW, BUILD POWER AND BRING NEW OPPORTUNITIES TO THEIR NEIGHBORHOODS. TAKEROOT'S ATTORNEYS HELP BUILD THE NONPROFITS' CAPACITIES FOR EFFECTIVE ORGANIZATIONAL MANAGEMENT AND SUPPORT THEIR ORGANIZING AND ADVOCACY EFFORTS IN THE COMMUNITIES TAKEROOT SERVES. TAKEROOT PROVIDES SUPPORT IN A VARIETY OF AREAS, INCLUDING ENTITY SELECTION AND FORMATION, OBTAINING AND MAINTAINING TAX EXEMPTION, CREATING GOVERNANCE DOCUMENTS,COMPLYING WITH EMPLOYMENT LAWS, AND ENGAGING IN REAL ESTATE AND LEASE TRANSACTIONS. TAKEROOT ALSO ASSISTS WITH THE FORMATION OF WORKER COOPERATIVES, WHICH GIVES WORKERS GREATER CONTROL OVER THEIR WORKING CONDITIONS, INCOME AND ECONOMIC FUTURES.EXPENSES $ 273,047. INCLUDING GRANTS OF $ 0. REVENUE $ 0. 2372270 6319134 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 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 1 35 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MARCOS A ORTIZ 2128106744 123 WILLIAM STREET 4TH FLOOR NEW YORK NY 10038 MARCO CONNER EXECUTIVE DIRECTOR 40.00 X X 176487 0 16504 MICHELE BURGER CHAIR 1.00 X X 0 0 0 LEE BYNUM DIRECTOR 1.00 X 0 0 0 SEAN DOYLE DIRECTOR 1.00 X 0 0 0 LADONNA LUSHER DIRECTOR 1.00 X 0 0 0 LAINE ROMERO-ALSTON SECRETARY 1.00 X X 0 0 0 SONNY SINGH DIRECTOR 1.00 X 0 0 0 MOLLY JOHN TREASURER 1.00 X X 0 0 0 SOPHONIE MILANDE JOSEPH DIRECTOR 1.00 X 0 0 0 RAYMOND BRESCIA DIRECTOR 1.00 X 0 0 0 CHIMENE OKERE DIRECTOR 1.00 X 0 0 0 VISNJA VUJICA DIRECTOR/ATTORNEY 40.00 X 95480 0 20488 STEFANIE ALLEYNE DIRECTOR 1.00 X 0 0 0 MARCOS ORTIZ CHIEF FINANCIAL OFFICER 40.00 X 133223 0 16253 NADIA QURASHI SUPERVISING ATTORNEY 40.00 X 122168 0 32065 SUMANTRA SINHA SUPERVISING ATTORNEY 40.00 X 118743 0 22289 MICHAEL LEONARD SUPERVISING ATTORNEY 40.00 X 126975 0 11920 MICHAEL GRINTHAL SUPERVISING ATTORNEY 40.00 X 114820 0 21994 ADDRANA MONTGOMERY SENIOR STAFF ATTORNEY 40.00 X 115285 0 14217 1003181 0 155730 7 0 1 0 NCHENG LLP 40 WALL STREET STE 3222 NEW YORK NY 10005 FINANCIAL SERVICES 281158 DEGA SYSTEMS 426 MAIN STREET 366 SPOTSWOOD NJ 08884 IT SUPPORT SERVICES 120075 2 6019486 1183847 7203333 7203333 0 0 0 461945 114430 347515 4335917 4091145 151320 93452 135011 118270 14100 2641 767243 669474 82344 15425 467058 409145 48776 9137 36000 36000 356508 356508 23481 23481 598486 482013 112978 3495 39092 30365 6964 1763 18556 16255 1938 363 289595 253563 30369 5663 3877 3005 825 47 36574 32039 3819 716 PROGRAM SUPPLIES 78541 78541 DUES, FEES, & SUBS. 31709 10939 20770 PROF. DEV. & TRAINING 10476 9239 479 758 23581 711 20367 2503 7713650 6319134 1258553 135963 744144 640013 4006566 3757736 13775 80683 0 876667 4764485 5355099 347355 291342 254826 248584 228924 481021 762528 762528 354926 1266015 1948559 3049490 X 2068644 1756681 747282 548928 2815926 2305609 4764485 5355099 -510317 0 X 0 1 X 1 1 1 X 7420753 6724657 7547043 7431403 7203333 36327189 7420753 6724657 7547043 7431403 7203333 36327189 36327189 16822 56348 73170 36400359 137965 0.99800 0.99400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 16,822. 2020 AMOUNT: $ 56,348. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 54 0 1 28297 1 2330 0 30681 0 PART II-B, LINE 1: PART II-B, LINE 1G - THE ORGANIZATION PAYS A COMPANY FOR LOBBYING CONSULTING SERVICES WHICH INCLUDES BEING IN DIRECT CONTACT WITH LEGISLATORS AND GOVERNMENTAL OFFICIALS, PUBLISHED STATEMENTS, AND RALLIES. THE ORGANIZATION ALSO HAS STAFF THAT ENGAGE IN SOME LOBBYING ACTIVITIES. 0 1 X 0 OPERATING LEASE RIGHT-OF-USE-ASSETS 876667 876667 EMPLOYEE RETENTION TAX CREDIT PAYABLE 354926 OPERATING LEASE LIABILITIES 911089 1266015 X 7203333 0 7203333 0 7203333 7713650 0 7713650 0 7713650 PART IV, LINE 2B: TAKEROOT HOLDS FUNDS ON BEHALF OF CLIENTS RELATED TO LEGAL CASES WHERE WE ARE THE ATTORNEYS OF RECORD. PART X, LINE 2: THE ORGANIZATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES. UNDER THAT GUIDANCE, THE ORGANIZATION ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE ACCOMPANYING FINANCIAL STATEMENTS. X X X X X X 0 0 0 0 0 0 0 0 0 MARCO CONNER EXECUTIVE DIRECTOR 176487 0 0 0 0 0 16504 0 0 0 192991 0 0 0 NADIA QURASHI SUPERVISING ATTORNEY 122168 0 0 0 0 0 3665 0 28400 0 154233 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 WAS REVIEWED IN DETAIL BY MANAGEMENT. AFTER REVIEW, THE FORM 990 IS PRESENTED TO AND REVIEWED BY THE FINANCE COMMITTEE. THE FORM 990 IS ALSO DISTRIBUTED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY THEREAFTER EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, AND KEY EMPLOYEE SHALL SIGN A WRITTEN STATEMENT, WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF TAKEROOT'S CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, D. SUBMITTED A STATEMENT TO THE DIRECTOR OF ADMINISTRATION OF TAKEROOT OR ANOTHER PERSON DESIGNATED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS REVIEWED TO DETERMINE COMPENSATION SCALES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST.