2025-05-15T13:18:17-05:00 2024-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-07-01 135563028 THE OSBORNE ASSOCIATION INC OSBO 7187072600 809 WESTCHESTER AVENUE BRONX NY 10455 JONATHAN MONSALVE PRESIDENT & CEO 7187072600 2025-05-14 1 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-05-14 2023 2025-03-06 01:10:19Z JONATHAN MONSALVE 809 WESTCHESTER AVENUE BRONX NY 10455 41025048 0 X WWW.OSBORNENY.ORG X 1933 NY THE OSBORNE ASSOCIATION SERVES INDIVIDUALS, FAMILIES, AND COMMUNITIES AFFECTED BY THE CRIMINAL LEGAL SYSTEM. THROUGH OUR PROGRAMS, WE OFFER OPPORTUNITIES FOR PEOPLE TO HEAL FROM AND REPAIR HARM, RESTORE THEIR LIVES, AND THRIVE. WE CHALLENGE SYSTEMS ROOTED IN RACISM AND RETRIBUTION AND FIGHT FOR POLICIES AND PRACTICES THAT PROMOTE TRUE SAFETY, JUSTICE, AND LIBERATION. 20 20 525 24 0 0 29061963 31787640 9975356 8818713 -1460 100 376614 179563 39412473 40786016 0 0 0 0 25494820 24309951 0 0 1160806 12323322 15138002 37818142 39447953 1594331 1338063 36524365 38010893 24140873 24075400 12383492 13935493 X THE ASSOCIATION'S PURPOSE IS TO PROVIDE SERVICES TO DEFENDANTS, INCARCERATED PEOPLE, FORMERLY INCARCERATED PEOPLE AND THEIR FAMILIES: TO PROVIDE ALTERNATIVES TO INCARCERATION; TO PROVIDE JOB TRAINING AND JOB PLACEMENT; TO PROVIDE REENTRY SERVICES TO PEOPLE LEAVING PRISON. 0 0 12738052 RECONNECTING FAMILIES AND STRENGTHENING COMMUNITIESFAMILY SERVICES OFFERS SUPPORT TO PEOPLE AFFECTED BY INCARCERATION TO MAKE, MEND AND MAINTAIN FAMILY RELATIONSHIPS AND TO PLAN FOR A SUCCESSFUL RE-ENTRY FROM PRISON INTO THEIR COMMUNITIES THROUGH THE FAMILY TIES PROGRAM FOR MOTHERS AND FAMILYWORKS PROGRAM FOR FATHERS. THE PROGRAMS OFFER PARENTING EDUCATION IN NEW YORK CITY AND STATE CORRECTIONAL FACILITIES THAT ARE INFORMED BY RESEARCH AND BEST PRACTICES ON CHILDHOOD AND COGNITIVE DEVELOPMENT, AS WELL AS VISITING SUPPORT (IN-PERSON AND THROUGH VIDEO-CONFERENCING), FAMILY CENTERS AT SEVERAL MEN'S PRISONS, AND COMMUNITY-BASED SERVICES FOR FAMILIES.CHILDREN & YOUTH SERVICES PROVIDES A HOST OF PSYCHO-SOCIAL SUPPORTIVE SERVICES AND DEVELOPMENTALLY APPROPRIATE PROGRAMS FOR CHILDREN AND YOUTH IN THE COMMUNITY. THROUGH COUNSELING, SUPPORT GROUPS, MENTORING, ASSISTANCE IN ACCESSING HIGHER EDUCATION,VISITING WITH PARENTS (BOTH IN PERSON AND THROUGH TELEVISING), YOUTH DEVELOPMENT ACTIVITIES, AND RECREATIONAL TRIPS THE PROGRAM WORKS TO ALLEVIATE THE NEGATIVE EFFECTS, TRAUMA, AND STIGMA THAT INCARCERATION HAS UPON CHILDREN AND YOUTH WITH PARENTS IN PRISON. SERVICES ALSO INCLUDE THE YOUTH EXPERIENCE SUCCESS (FOR YOUNGER CHILDREN) AND THE YOUTH ACTION COUNCIL FOR OLDER YOUTH WHO ARE INTERESTED IN FURTHER SKILL-BUILDING AND EDUCATION THAT INVOLVES CIVIC ENGAGEMENT, PUBLIC SPEAKING, GRASSROOTS ORGANIZING EFFORTS, AND ADVOCACY FOR THE RIGHTS OF CHILDREN WITH JUSTICE-INVOLVED PARENTS. 11458564 9166058 ACHIEVING ECONOMIC INDEPENDENCEWORKFORCE DEVELOPMENT OFFERS COMPREHENSIVE WORKFORCE DEVELOPMENT AND EMPLOYMENT SERVICES TO INDIVIDUALS WITH PRIOR CRIMINAL JUSTICE INVOLVEMENT. THIS INCLUDES ASSESSMENT, CAREER AND EDUCATIONAL COUNSELING, JOB READINESS WORKSHOPS, RESUME PREPARATION, SKILLS ENHANCEMENT, ASSISTANCE WITH JOB SEARCH AND PLACEMENT, SOCIAL SERVICE REFERRALS, AND POST-EMPLOYMENT SUPPORT.PREPARE: FOR PARENTS AND PARENT FIGURES RETURNING TO THE COMMUNITY, WE PROVIDE A SPECIALIZED REENTRY PROGRAM THAT PROVIDES WORKFORCE TRAINING AND JOB PLACEMENT SERVICES ALONGSIDE HEALTHY RELATIONSHIP EDUCATION, PARENTING EDUCATION, PARENT-CHILD OUTINGS, AND GUIDANCE TO SUPPORT THE PARENT-CHILD BOND.FOLLOWING COMPLETION OF THE CORE CURRICULUM, WE SUPPORT THE CAREER DEVELOPMENT OF EACH PARENT THROUGH HARD SKILLS TRAINING, PLACEMENT IN EMPLOYMENT, AND COACHING TO PROMOTE SUCCESS ON THE JOB.JAILS TO JOBS: ONCE PEOPLE LEAVE JAIL, OSBORNE'S SUPPORT SHIFTS SEAMLESSLY TO THE TRAINING, COUNSELING, RESOURCES, AND OPPORTUNITIES THAT OUR PARTICIPANTS CAN USE TO BUILD SECURE LIVES FOR THEMSELVES AND THEIR FAMILIES. OUR REENTRY SERVICES BEGIN IMMEDIATELY UPON RELEASE, TYPICALLY WITH OSBORNE STAFF DRIVING A PARTICIPANT FROM JAIL TO OUR OFFICES. WE ENSURE THEIR EMERGENCY NEEDS ARE MET, SET THEM UP WITH CLOTHING, TOILETRIES, FOOD, METROCARDS, MENTAL HEALTH TREATMENT, AND SUBSTANCE USE TREATMENT, AND GET THEM INTO SAFE HOUSING. OVER THE MONTHS THAT FOLLOW, OSBORNE PARTNERS WITH REENTERING INDIVIDUALS TO MAKE THEIR DISCHARGE PLANS A REALITY AND TO ULTIMATELY ASSIST PARTICIPANTS INTO ACHIEVING LONG-TERM ECONOMIC INDEPENDENCE. JANITORIAL MAINTENANCE SERVICES OFFERS TRAINING AND EMPLOYMENT IN OUR CUSTODIAL SERVICE BUSINESS TO FORMERLY INCARCERATED INDIVIDUALS WITH DISABILITIES AND/OR HISTORY OF SUBSTANCE USE DISORDER. THE BUSINESS CLEANS PUBLIC FACILITIES AND BUSINESSES THROUGHOUT NEW YORK CITY (FOR PREVAILING WAGES AND BENEFITS) AND ALSO TEACHES PARTICIPANTS TO USE ENVIRONMENTALLY FRIENDLY MATERIALS WHEN CLEANING. 3718254 REDUCING RELIANCE ON INCARCERATIONCOURT ADVOCACY SERVICES IS A DEFENDER-BASED ADVOCACY PROGRAM ASSISTING FELONY DEFENDANTS, INCLUDING JUVENILE OFFENDERS BEING TRIED IN ADULT COURTS THAT ARE REPRESENTED BY NYC ASSIGNED AND INSTITUTIONAL DEFENSE ATTORNEYS IN PURSUIT OF ALTERNATIVES TO INCARCERATION. STAFF CONDUCT PRE-PLEA AND PRE-SENTENCE INVESTIGATIONS OF DEFENDANTS' BACKGROUNDS TO ASCERTAIN MITIGATING CIRCUMSTANCES, AND ADVOCATE CLIENT SPECIFIC SENTENCING ALTERNATIVES IN APPROPRIATE CASES. LONG TERMERS RESPONSIBILITY PROJECT IS AN INTERDISCIPLINARY ADVOCACY EFFORT THAT WORKS WITH INDIVIDUALS SERVING LONG SENTENCES, BUT WHO HAVE COMPLETED THEIR MINIMUM SENTENCES, BY HELPING THEM TO GAIN INSIGHT, TAKE RESPONSIBILITY FOR THEIR CRIMES AND PREPARE FOR THEIR EVENTUAL RELEASE THROUGH A RESTORATIVE JUSTICE FRAMEWORK IN INDIVIDUAL AND GROUP SETTINGS. 600890 OSBORNE ASSOCIATION POLICY CENTEROSBORNE'S POLICY CENTER IS BUILT ON A PRACTITIONER-BASED POLICY ADVOCACY THAT IS GROUNDED IN THE EXPERIENCE OF OUR PARTICIPANTS AND DIRECT-SERVICE STAFF. THE CENTER LAUNCHES WITH TWO FOCUS AREAS: CHILDREN OF ARRESTED AND/OR INCARCERATED PARENTS (THROUGH OUR NEW YORK INITIATIVE FOR CHILDREN OF INCARCERATED PARENTS) AND AGING IN PRISON AND ELDER REENTRY. A KEY COMPONENT OF THE POLICY CENTER, THE NY INITIATIVE FOR CHILDREN OF INCARCERATED PARENTS IS A COLLABORATIVE EFFORT TO RAISE AWARENESS AND REFORM POLICY AROUND THE IMPACT OF INCARCERATION ON CHILDREN. THE INITIATIVE AIMS TO CHANGE CHILD WELFARE AND CRIMINAL JUSTICE POLICIES AND PROCEDURES TO ENSURE CHILDREN'S RIGHTS ARE UPHELD AND THEIR NEEDS MET THROUGH EACH STAGE OF THEIR PARENT'S INVOLVEMENT IN THE CRIMINAL JUSTICE SYSTEM. 294875 FULTON COMMUNITY REENTRY CENTERFULTON IS A FORMER NEW YORK STATE CORRECTIONAL FACILITY THAT WAS DONATED TO OSBORNE TO BE REDEVELOPED AS A COMMUNITY REENTRY CENTER AND TRANSITIONAL RESIDENCE FOR PEOPLE RETURNING HOME FOLLOWING A PERIOD OF INCARCERATION. FULTON OPENED IN THE SPRING OF 2024 TO PROVIDE HOUSING AND COMPREHENSIVE REENTRY SUPPORT FOR OLDER ADULTS RETURNING FROM INCARCERATION. 895765 28810635 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 86 0 1 525 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X PAUL LIEFFRIG CFO 7187072648 809 WESTCHESTER AVENUE BRONX NY 10455 ADAM HELLEGERS DIRECTOR 0.30 0.20 X 0 0 0 ALFONSO WYATT DIRECTOR 0.30 X 0 0 0 ALISON NOVAK DIRECTOR 0.30 0.10 X 0 0 0 ANA M BERMUDEZ DIRECTOR 0.30 X 0 0 0 ANDREW POTASH DIRECTOR 0.30 X 0 0 0 BRIAN FISCHER DIRECTOR 0.30 X 0 0 0 DAVID T GOLDBERG DIRECTOR 0.30 X 0 0 0 DR ANGELA DIAZ DIRECTOR (OUTGOING) 0.30 X 0 0 0 DR ZELMA WESTON HENRIQUES SECRETARY 0.30 0.40 X X 0 0 0 ESTHER FEIN DIRECTOR 0.30 0.10 X 0 0 0 FRANK BAKER DIRECTOR (OUTGOING) 0.30 X 0 0 0 JOHN VALVERDE DIRECTOR 0.30 X 0 0 0 KATRINA VANDEN HEUVEL DIRECTOR 0.30 X 0 0 0 LUCRETIA OSBORNE WELLS DIRECTOR 0.30 0.20 X 0 0 0 MAGGIE WALK DIRECTOR 0.30 X 0 0 0 MARK WALTER DIRECTOR (OUTGOING) 2.00 X 0 0 0 MATTHEW M WAMBUA CHAIR 0.30 0.40 X 0 0 0 MICHAEL L RYAN TREASURER 3.00 0.20 X 0 0 0 PAGE TRAVELSTEAD DIRECTOR 0.30 X 0 0 0 RACHEL BEDARD VICE CHAIR 0.30 X X 0 0 0 SWIFT SO EDGAR DIRECTOR 0.30 X 0 0 0 VICTOR F GERMACK DIRECTOR 0.30 0.40 X 0 0 0 YASMIN CORNELIUS HURTSON DIRECTOR 0.30 X 0 0 0 ARCHANA JAYARAM PRESIDENT & CEO 40.00 4.00 X 257586 0 20120 JONATHAN MONSALVE INTERIM CHIEF EXECUTIVE OFFICER 35.00 4.00 X 108117 0 7038 MICHELLE HOWARD INTERIM CHIEF PROGRAM OFFICER 35.00 4.00 X 105471 0 48613 ROB GIORDANO CONTRACTED INTERIM CFO 35.00 4.00 X 0 0 0 SUSAN GOTTESFELD EXECUTIVE VP AND CPO 35.00 4.00 X 205030 0 6167 CHRISTINA MANSFIELD VP INTEGRATIVE HEALTH 35.00 X 123158 0 30544 CLAVEL LAZARRE VP OF BUSINESS DEVELOPMENT 35.00 0.00 X 133752 0 16 JOSEPTH DONATO IT DIRECTOR 35.00 X 118997 0 47584 JUSTIN BURKE VP OF STRATEGIC COMMUNICATIONS 35.00 0.00 X 150837 0 31452 TANYA KRUPAT VP OF POLICY AND ADVOCACY 35.00 X 134178 0 29031 1337126 0 220565 23 0 1 0 W A R M INC 8 WEST 126TH STREET NEW YORK NY 10455 PROVIDE COMMUNITY AWARENESS AND EDUCATIO 1155219 CENTER FOR EMPLOYMENT OPPORTUNITIES INC 50 BROADWAY SUITE 1604 NEW YORK NY 10004 PROVIDE EMPLOYMENT RELATED SERVICES 888332 TANDYM GROUP LLC PO BOX 830312 PHILADELPHIA PA 1918 PHILADELPHIA PA 19182 CONSULTING SERVICES 306976 3 707812 28222443 2857385 31787640 JANITORIAL SERVICE FEE 561700 6917945 6917945 RENTAL 561000 1240247 1240247 MANAGEMENT FEE 561000 660521 660521 8818713 100 100 71250 707812 239032 -167782 -167782 OTHER INCOME 561000 347345 347345 347345 40786016 9166058 0 -167682 894667 832194 62473 18743530 15104143 3249743 389644 387820 295080 77743 14997 2235025 1693956 450975 90094 2048909 1506043 461169 81697 3022 3022 98777 98777 3624389 2454498 842550 327341 1629127 1047086 547518 34523 4629879 3662514 919338 48027 86247 62846 22468 933 573257 385035 188222 436055 424262 11793 1052648 939905 112743 DIRECT PARTICIPANT COST 1304803 1301998 2228 577 BAD DEBT EXPENSE 1136509 46246 1090263 NYSID FEE 245636 185720 49147 10769 DIRECT MAIL AND SPECIAL 86099 1249 3022 81828 231554 124316 101128 6110 39447953 28810635 9476512 1160806 X 1080181 758024 82556 26545 14627663 16160416 530922 323327 7332609 4716652 2716155 2615957 1142650 922599 16344238 17204025 36524365 38010893 3339176 3449614 914126 4557866 7336845 7143025 3195268 791412 9355458 8133483 24140873 24075400 X 8367451 9908810 4016041 4026683 12383492 13935493 36524365 38010893 1338063 213938 0 X X 0 1 X 1 1 1 X 18467462 22104533 26701695 29061363 31787640 128122693 18467462 22104533 26701695 29061363 31787640 128122693 128122693 40 114 116 100 100 470 114152 138865 7873 376614 347345 984849 129108012 44358068 0.99240 0.98790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 114,152. 2020 AMOUNT: $ 40,360. 2021 AMOUNT: $ 7,873. 2022 AMOUNT: $ 376,614. 2023 AMOUNT: $ 347,345. RETURNING CITIZENS STIMULUS PROGRAM - 2020 AMOUNT: $ 98,505. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 664417 664417 2924817 2619560 305257 1473986 448612 1025374 1251977 774015 477962 1017412 874465 142947 2615957 SECURITY DEPOSITS 170346 DUE FROM AFFILIATED ORGANIZATIONS 9314318 LEASE RIGHT-OF-USE ASSETS 7597205 FINANCE LEASE RIGHT-OF-USE ASSET 122156 17204025 LEASE LIABILITIES 8133483 8133483 X 40476640 213938 34000 -557314 -309376 40786016 0 40786016 40193096 34000 711143 745143 39447953 0 39447953 PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023, IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' REVENUE 3,373,275. CONSOLIDATING ELIMINATIONS -3,929,742. INDIRECT FUNDRAISING EXPENSE -847. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 4,641,732. CONSOLIDATING ELIMINATIONS -3,929,742. INDIRECT FUNDRAISING EXPENSE -847. ANNUAL BENIFIT 779062 707812 71250 239032 779062 707812 71250 239032 239032 -167782 X X X 0 0 0 0 0 0 0 0 0 ARCHANA JAYARAM PRESIDENT & CEO 257406 0 0 0 180 0 5200 0 14920 0 277706 0 0 0 SUSAN GOTTESFELD EXECUTIVE VP AND CPO 204850 0 0 0 180 0 6149 0 18 0 211197 0 0 0 JUSTIN BURKE VP OF STRATEGIC COMMUNICATIONS 150544 0 0 0 293 0 1189 0 30263 0 182289 0 0 0 JOSEPTH DONATO IT DIRECTOR 118868 0 0 0 129 0 4690 0 42894 0 166581 0 0 0 TANYA KRUPAT VP OF POLICY AND ADVOCACY 133937 0 0 0 241 0 4112 0 24919 0 163209 0 0 0 MICHELLE HOWARD INTERIM CHIEF PROGRAM OFFICER 105396 0 0 0 75 0 3507 0 45106 0 154084 0 0 0 CHRISTINA MANSFIELD VP INTEGRATIVE HEALTH 122510 0 0 0 648 0 3822 0 26722 0 153702 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS TO CAREY & CO. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE IN DETAIL AND THEN SENT TO THE BOARD FOR COMMENT. IF NONE RECEIVED IN 7 DAYS, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE SHALL ANNUALLY SIGN AND SUBMIT TO THE CORPORATE COMPLIANCE OFFICER A STATEMENT IN SUBSTANTIALLY WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE POLICY, (B) HAS READ AND UNDERSTANDS THIS POLICY, AND (C) HAS AGREED TO COMPLY WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERFORMS AN ANNUAL COMPENSATION REVIEW WHICH IS SUBSEQUENTLY APPROVED IN EXECUTIVE COMMITTEE SESSION. THE EXECUTIVE DIRECTOR, WITH ANNUAL REVIEW AND APPROVAL BY THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE OF THE BOARD, SETS THE SALARY AND COMPENSATION AND BENEFIT LEVELS FOR ALL KEY EMPLOYEES. IN SETTING THE APPROPRIATE LEVELS OF COMPENSATION, THEY USE COMPENSATION SURVEY OR STUDY APPROPRIATE FOR THE INDUSTRY THEY ARE IN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMNTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 809 WESTCHESTER LLC 809 WESTCHESTER AVE BRONX NY 10455 832108324 HOLDING COMPANY DE 91987 2664984 THE OSBORNE ASSOCIATION OSBORNE TREATMENT SERVICES INC 809 WESTCHESTER AVENUE BRONX NY 10455 133517886 OFFERS OPPORTUNITIES FOR INDIVIDUALS WHO HAVE BEEN IN CONFLICT WITH THE LAW NY 501(C)(3) LINE 7 THE OSBORNE ASSOCIATION INC 1 THOMAS MOTT OSBORNE MEMORIAL FUND INC 809 WESTCHESTER AVENUE BRONX NY 10455 136168306 PROVIDES FINANCIAL SUPPORT/FACILITIES TO AFFILIATES TO FURTHER THEIR MISSION NY 501(C)(3) LINE 12A, I THE OSBORNE ASSOCIATION INC 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0