2022-05-16T15:39:55-05:00 2021-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2020-07-01 133176952 NAZARETH HOUSING INC NAZA 2127771010 519 EAST 11TH STREET NEW YORK NY 10009 MARY KAY ORR EXECUTIVE DIRECTOR 2127771010 2022-05-16 1 MARY KAY ORR 999009999 GARRETT M HIGGINS P00543209 9143818900 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY KAY ORR 519 EAST 11TH STREET NEW YORK NY 10009 2927736 0 X WWW.NAZARETHHOUSINGNYC.ORG X 1983 NY SEE SCHEDULE O 13 12 36 30 0 0 2659591 2747500 152208 152208 40369 24386 1080 -28518 2853248 2895576 7250 5956 0 0 1623945 1709244 0 9000 208502 1119027 1216151 2750222 2940351 103026 -44775 3252902 3292170 703491 794860 2549411 2497310 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 1249081 0 0 EMERGENCY FAMILY SHELTER SERVICESNAZARETH HOUSING MANAGES 16 UNITS OF EMERGENCY FAMILY SHELTER (EFS) FOR FAMILIES WITH DEPENDENT CHILDREN. IN THE BRONX, THORPE HOUSE RESIDENCE PROVIDES TEMPORARY TRANSITIONAL HOUSING FOR 16 FAMILIES, INCLUDING 70 CHILDREN IN FY21. 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. 835531 5956 152208 HOMELESSNESS OUTREACH AND PREVENTION NH'S HOMELESSNESS PREVENTION PROGRAM, THE HOUSING STABILITY SUPPORT PROJECT (HSSP), ASSISTS HOUSEHOLDS SEEKING TO AVOID EVICTION AND PROVIDES FORMERLY HOMELESS 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 5259 INDIVIDUALS IN FY21; OF THE HOUSEHOLDS THAT CAME TO NH ON THE VERGE OF EVICTION, ALL SUCCESSFULLY RETAINED THEIR HOUSING EITHER DUE TO DIRECT ASSISTANCE RECEIVED OR TO AN EXISTING EVICTION MORATORIUM. OVER 143 INDIVIDUALS WERE SCREENED FOR AND ENROLLED IN APPLICABLE ENTITLEMENTS PROGRAMS. WHILE THE MONEY LAB VITA TAX CLINIC RETURNED $550,000 TO 304 LOW-INCOME HOUSEHOLDS AT NO COST. COVID-19 SIGNIFICANTLY AFFECTED SERVICE DELIVERY IN FY21. NH DOORS REMAINED OPENED THROUGHOUT AS IT IMPLEMENTED A HYBRID WORK SCHEDULE TO PROTECT BOTH STAFF AND COMMUNITY MEMBERS. BENEFITS SCREENING, ENROLLMENT, UTILITIES ARREARS ASSISTANCE NEEDS CONTINUED TO BE MET WITH STAFF SERVING CLIENTS REMOTELY VIA PHONE AND VIRTUAL MEETINGS ONLINE. ADDITIONALLY, NH DISTRIBUTED CASE ASSISTANCE GRANTS TO HOUSEHOLDS FOUND INELIGIBLE FOR GOVERNMENT RELIEF PROGRAMS. SUCH GRANTS PROVIDED FUNDS FOR ESSENTIAL NEEDS AS FOOD AND HOUSING. 225839 0 0 SUPPORTIVE HOUSING 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 FY21, 44 HOUSEHOLDS CALLED OUR SUPPORTIVE HOUSING HOME, INCLUDING 40 CHILDREN. 201309 URGENT NEEDS ASSISTANCETHE SAFETY NET CREATED BY OUR URGENT NEEDS PROGRAMS EXPANDS HOUSEHOLD BUDGETS AND STRENGTHENS A CLIENT'S ECONOMIC FOUNDATIONS, 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 @ 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 FY21, THE PANTRY FED OVER 78,199 INDIVIDUALS, SUPPLEMENTING OVER 1,000,000 MEALS. COVID-19 SIGNIFICANTLY AFFECTED SERVICE DELIVERY IN FY21. ALTHOUGH 40% OF FOOD PANTRIES CLOSED IN MARCH AND APRIL OF 2020, THE DOORS TO LOUISE'S PANTRY REMAINED OPENED EVERY WEEK TO MEET THE COMMUNITY'S SURGING NEED FOR FOOD. EMERGENCY GRANTS FROM PRIVATE FOUNDATIONS AND THE NYS NOURISH INITIATIVE ALLOWED NH TO ENSURE THAT NO ONE WAS TURNED AWAY FROM THE LINE AND THAT ALL LEFT WITH FRESH PRODUCE, FISH OR MEAT IN ADDITION TO DRY AND CANNED GOODS. PRIOR TO THE PANDEMIC, LOUISE'S PANTRY SERVED APPROXIMATELY 200 HOUSEHOLDS EACH WEEK, LOUISE'S PANTRY NOW SERVES MORE THAN 450 FAMILIES A WEEK. 201309 2511760 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 2 0 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 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 MARY KAY ORR EXECUTIVE DIRECTOR 47.00 3.00 X X 119608 0 2200 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 2.00 0.00 X 0 0 0 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 47.00 3.00 X 75936 0 4692 MILDRED PEREZ DIRECTOR OF SOCIAL SVCS, OUTREACH & PREVENTION 37.00 0.00 X 102724 0 14916 298268 0 21808 1 0 0 0 WINFIELD SECURITY 57 WEST 38TH STREET 5TH FLOOR NEW YORK NY 10018 SECURITY 412072 1 21150 603791 1595324 527235 2747500 MANAGEMENT FEE INCOME 531310 152208 152208 152208 24386 24386 0 603791 32160 -32160 -32160 OTHER INCOME 900099 2830 2830 LAUNDRY COMMISSIONS 900099 812 812 3642 2895576 152208 0 -4132 X 5956 5956 211954 162879 38450 10625 1227963 1049201 35035 143727 1299 1061 125 113 112983 93405 8989 10589 155045 108449 33784 12812 245 245 16500 7500 9000 24000 24000 9000 9000 419433 413444 5989 47935 37722 6641 3572 73974 61080 8661 4233 187470 175641 5915 5914 30125 15841 14284 29130 19152 9978 43399 39523 3876 PROGRAM EXPENSES 245313 226203 12036 7074 BAD DEBT 51785 51785 REPAIRS AND MAINTENANCE 44896 42918 1203 775 MISC OPERATING EXPENSES 1946 1878 68 2940351 2511760 220089 208502 501609 934962 308023 104063 1104592 759743 80797 95667 493461 387359 135232 106102 969567 1219437 153082 72196 3252902 3292170 130794 94828 350000 350000 222697 350032 703491 794860 X 2426137 2367105 123274 130205 2549411 2497310 3252902 3292170 X -44775 -7327 1 X X 0 1 X 1 0 X 2534448 2510778 2361020 2659591 2747500 12813337 2534448 2510778 2361020 2659591 2747500 12813337 12813337 9602 7322 15302 40369 24386 96981 8892 8892 3225 1634 2614 1080 3642 12195 12931405 761040 0.99090 0.99080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 2,425. 2017 AMOUNT: $ 982. 2018 AMOUNT: $ 1,827. 2019 AMOUNT: $ 563. 2020 AMOUNT: $ 2,830. LAUNDRY COMMISSIONS - 2016 AMOUNT: $ 800. 2017 AMOUNT: $ 652. 2018 AMOUNT: $ 787. 2019 AMOUNT: $ 517. 2020 AMOUNT: $ 812. 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 129534 101009 107307 104455 2852 126020 123779 2241 29591 29591 0 106102 PAYCHECK PROTECTION PAYABLE LOAN 100000 CITY OF NEW YORK PAYABLE 5391 REFUNDABLE ADVANCES 244641 350032 X 2994103 -7327 73694 32160 98527 2895576 0 2895576 3046205 73694 32160 105854 2940351 0 2940351 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 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 32,160. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 32,160. VIRTUAL ANNUAL BENEFIT 603791 603791 32160 603791 603791 32160 32160 -32160 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 FY21 NH SERVED A TOTAL OF 5,259 INDIVIDUALS, INCLUDING 2,383 CHILDREN. SIXTY-THREE FAMILIES RESIDED IN OUR EMERGENCY FAMILY SHELTER, AND 40 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%. 4,568 AT-RISK INDIVIDUALS RECEIVED SOME FORM OF CASE MANAGEMENT, WHILE 130 HOUSEHOLDS RECEIVED COUNSELING TO FIND SAFE, PERMANENT HOUSING. OUR MONEYLAB TAX CLINIC PREPARED FREE TAX RETURNS FOR 304 LOW-INCOME HOUSEHOLDS. OUR HSSP CASE MANAGERS AND CLIENT SERVICE SPECIALISTS SCREENED 100% OF CLIENTS FOR BENEFITS ELIGIBILITY; 143 INDIVIDUALS WERE ENROLLED IN ENTITLEMENTS PROGRAMS TO STRETCH THEIR BUDGET DOLLARS AND STRENGTHEN THEIR FINANCIAL SECURITY. OVER THE COURSE OF THE YEAR, 78,199 DUPLICATED INDIVIDUALS RECEIVED NUTRITIONAL ASSISTANCE FROM LOUISE'S PANTRY, OUR CLIENT-CHOICE FOOD SECURITY PROGRAM PROVIDING HOUSEHOLD GOODS AND PERSONAL HYGIENE ITEMS IN ADDITION TO FOOD. LIFELAB, OUR SUITE OF EDUCATIONAL PROGRAMMING FOCUSED ON FINANCIAL, NUTRITIONAL, HOUSING, AND PERSONAL WELLBEING, ENGAGED IN 300 PARTICIPANTS 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 FY21. 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. FORM 990, PART IX, LINE 11G CONTRACTED SECURITY SERVICES: PROGRAM SERVICE EXPENSES 412,223. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 412,223. CONSULTANTS: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 1,121. MANAGEMENT AND GENERAL EXPENSES 5,839. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,960. FORM 990, PART XI, LINE 9: ROUNDING 1. 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 1 1 0 1 1 1 1 0 0 721 E 6TH STREET HOUSING DEVELOPMENT FUND CORPORATION K 53104 COST PARK AVENUE THORPE HOUSING DEVELOPMENT FUND CORPORATION L 101756 COST