2022-05-16T17:07:02-05:00 2021-06-30 850383230 BURT & COMPANY CPAS LLC 4101 INDIAN SCHOOL RD NE 440 ALBUQUERQUE NM 87110 990 2020-07-01 850336208 BARRETT FOUNDATION BARR 5052469244 10300 CONSTITUTION AVE NE ALBUQUERQUE NM 87112 JESSICA LOCKER TREASURER 5052469244 2022-05-16 1 JESSICA LOCKER 999009999 DENNIS STEROSKY P00075342 5052656604 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LANNDHESE TALICE 10300 CONSTITUTION AVE NE ALBUQUERQUE NM 87112 2321720 0 X WWW.BARRETTFOUNDATION.ORG X 1984 NM TO END HOMELESSNESS FOR WOMEN AND CHILDREN BY PROVIDING SHELTER, HOUSING AND SUPPORTIVE SERVICES. 9 9 38 275 0 0 1649402 1765746 209820 272771 4577 44267 31413 82236 1895212 2165020 0 0 0 0 906358 972631 0 0 122515 725789 1094011 1632147 2066642 263065 98378 5964636 5920567 3487518 3345071 2477118 2575496 X TO END HOMELESSNESS FOR WOMEN AND CHILDREN BY PROVIDING SHELTER, HOUSING AND SUPPORTIVE SERVICES. 0 0 746960 249731 BARRETT HOUSE SHELTER FOR WOMEN AND CHILDREN: IN MAY 1985, BARRETT FOUNDATION OPENED BARRETT HOUSE, A SHELTER FOR HOMELESS WOMEN AND CHILDREN IN ALBUQUERQUE, NM. BARRETT HOUSE SERVICES AN AVERAGE OF 35 WOMEN AND CHILDREN EVERY NIGHT, PROVIDING THREE MEALS A DAY, 365 DAYS A YEAR. IN ADDITION TO PROVIDING FOOD AND SHELTER, ALL RESIDENTS RECEIVE ONE-ON-ONE CASE MANAGEMENT TO HELP SECURE LONG-TERM STABLE HOUSING. THROUGH COLLABORATION WITH PARTNER AGENCIES, RESIDENTS ALSO HAVE ACCESS TO CAREER COUNSELING, MEDICAL AND DENTAL BENEFITS, AFTER SCHOOL TUTORING FOR CHILDREN, HEALTH/WELLNESS ACTIVITIES, COOKING AND GARDENING LESSONS, AND A VARIETY OF OTHER OPPORTUNITIES THAT PROMOTE LIFE SKILLS. WITHIN BARRETT HOUSE, SEVERAL BEDS ARE DEDICATED TO A RESPITE PROGRAM, SERVING WOMEN WHO NEED ADDITIONAL RECUPERATIVE TIME AFTER BEING DISCHARGED FROM A HOSPITAL STAY. THE PROGRAM IS MADE POSSIBLE THROUGH CONTRACTS WITH THREE LOCAL HOSPITALS. ALL RESPITE RESIDENTS RECEIVE ACCESS TO THE SAME SERVICES AS OTHER BARRETT HOUSE RESIDENTS. 156851 BRIDGES RAPID REHOUSING PROGRAM HELPS INDIVIDUALS AND FAMILIES SECURE STABLE HOUSING AND PROVIDE RENTAL ASSISTANCE FOR UP TO 24 MONTHS BASED ON NEED. PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, INCREASING INCOME, APPLYING FOR ENTITLEMENTS, CONNECTING TO ADDITIONAL RESOURCES AND SERVICES, AND BUILDING PARTICIPANTS' CAPACITY TO MAINTAIN HOUSING AT PROGRAM EXIT. 152096 23040 MILAGRO PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTING TO RESOURCES. 121555 ESG RAPID REHOUSING PROGRAM HELPS INDIVIDUALS AND FAMILIES SECURE STABLE HOUSING AND PROVIDE RENTAL ASSISTANCE FOR UP TO 24 MONTHS BASED ON NEED. PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, INCREASING INCOME, APPLYING FOR ENTITLEMENTS, CONNECTING TO ADDITIONAL RESOURCES AND SERVICES, AND BUILDING PARTICIPANTS' CAPACITY TO MAINTAIN HOUSING AT PROGRAM EXIT. 144443 SOCORRO PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTING TO RESOURCES. THE SOCORRO PROGRAM FOCUSES ON BUILDING PARTICPANTS' INDEPENDENCE AND SELF-SUFFICIENCY. 181342 VECINOS PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTING TO RESOURCES. THE VECINOS PROGRAM FOCUSES ON BUILDING PARTICPANTS' INDEPENDENCE AND SELF-SUFFICIENCY. 112687 INCA STREET, LLC LOCATED IN ALBUQUERQUE, NM IS A SINGLE MEMBER LIMITED LIABILITY COMPANY FORMED JUNE 15, 2019 BY THE GREATER ALBUQUERQUE HOUSING PARTNERSHIP (GAHP) AND ON MAY 15, 2020, BARRETT FOUNDATION, INC. BECAME THE SOLE MEMBER AND MANAGER. INCA STREET, LLC'S PURPOSE IS TO ENGAGE IN PURCHASING, OWNING, HOLDING, TRADING, DEVELOPING, IMPROVING, MANAGING, MORTGAGING, LEASING, OR SELLING OF REAL AND PERSONAL PROPERTY. THE PROGRAMS OPERATED BY INCA STREET, LLC ARE: INCA STREET DEVELOPMENT. THIS PROJECT PROVIDES 12 RESIDENTIAL UNITS. NINE UNITS SHALL BE USED FOR HOUSEHOLDS AT OR BELOW 60% OF AREA MEDIAN INCOME (AMI) AND THREE UNITS SHALL BE USED FOR HOUSEHOLDS AT OR BELOW 50% OF AMI. 560027 1615934 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 53 0 1 38 1 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 1 1 0 0 0 NM X X CLETUS STOFLET 5052469244 10300 CONSTITUTION AVE NE ALBUQUERQUE NM 87112 MAYA ELRICK CHAIR 1.50 X X 0 0 0 DANA BELL VICE CHAIR 1.50 X X 0 0 0 HOPE ECKERT DIRECTOR 1.50 X 0 0 0 BRIAN LETHERER DIRECTOR 1.50 X 0 0 0 JESSICA LOCKER TREASURER 1.50 X X 0 0 0 CHRIS PECK SECRETARY 1.50 X X 0 0 0 ANN E SHAW DIRECTOR 1.50 X 0 0 0 YVONNE ELLINGTON DIRECTOR 1.50 X 0 0 0 OLIN BROWN DIRECTOR 1.50 X 0 0 0 HEATHER HOFFMAN EXECUTIVE DIRECTOR 40.00 X 93000 0 0 93000 0 0 0 0 0 0 0 1117041 648705 63535 1765746 RESPITE PROGRAM 623990 249731 249731 SCATTERED SITE HOUSING 623990 23040 23040 272771 17 17 83868 0 83868 83868 83868 199318 155068 44250 44250 44250 0 1632 -1632 -1632 2165020 272771 0 126503 93000 93000 719760 515445 124458 79857 95071 55947 26532 12592 64800 40850 17701 6249 11383 11383 6565 6565 30370 30370 33643 12014 16573 5056 23415 14100 2091 7224 76506 75997 196 313 2769 349 1852 568 5152 241 2053 2858 153160 147513 5077 570 49471 36210 12503 758 CLIENT EXPENSES 650616 650616 SUPPLIES 22771 14695 4849 3227 OTHER EXPENSES 11744 1368 7964 2412 EQUIPMENT REPAIRS & MAI 9513 8091 591 831 6933 5563 1370 2066642 1615934 328193 122515 511387 595505 236106 60706 99917 188245 14601 10705 5560668 1032512 4639909 4528156 462716 537250 5964636 5920567 63618 82571 3262500 3262500 161400 0 3487518 3345071 X 1908230 2118020 568888 457476 2477118 2575496 5964636 5920567 98378 0 X X 0 1 X 1 0 X 1078725 1179747 1379444 1649402 1765746 7053064 1078725 1179747 1379444 1649402 1765746 7053064 7053064 10352 8353 12959 5472 83885 121021 206406 318023 280577 240338 315389 1360733 8534818 0.82640 0.83870 X PART II, SECTION B, LINE 10 OTHER INCOME FOR THE FISCAL YEAR ENDING 06-30-2021 CONSISTS OF PROGRAM INCOME OF $272,771, NET RENTAL INCOME OF $83,868, NET INVESTMENT GAIN OF $44,250 AND NET FUNDRAISING LOSS OF $2697. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36563 36563 36563 36563 244632 1298 209367 36563 305077 3028 11800 75273 244632 418071 29813 142807 305077 1.00000 1 0 1126500 1126500 4134483 824967 3309516 245255 175794 69461 54430 31751 22679 4528156 X 2165020 0 2165020 0 2165020 2066642 0 2066642 0 2066642 PART X, LINE 2: BARRETT FOUNDATION ADOPTED FAST ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS INTEREST, PENALTIES AND DISCLOSURE REQUIRED. BARRETT FOUNDATION HAS NO UNRECOGNIZED TAX BENEFIT WHICH WOULD REQUIRE AN ADJUSTMENT TO THE JULY 1, 2020 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS TO JUNE 30, 2021. BARRETT FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. BARRETT FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEGINNING BEFORE ITS JUNE 30, 2016 FEDERAL FILINGS. X 46363 FMV X SUPPLIES 0 17172 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE EXTERNAL AUDITOR. A DRAFT, ALONG WITH PENDING QUESTIONS, IS PRESENTED TO THE EXECUTIVE DIRECTOR AND IN-HOUSE ACCOUNTANT FOR REVIEW AND COMPLETION OF UNANSWERED QUESTIONS. ONCE IT IS REVIEWED AND COMPLETE, IT IS REVIEWED BY THE FINANCE COMMITTEE BEFORE FILING. A COPY IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, VOLUNTEERS, AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. BOARD MEMBERS ARE ASKED TO DISCLOSE ANY DIRECT OR INDIRECT CONFLICT OF INTEREST SITUATIONS UPON JOINING THE BOARD AND MUST CONFIRM THIS INFORMATION ANNUALLY. EMPLOYEES ARE GOVERNED BY THE SAME POLICY, WHICH IS REITERATED IN THE ORGANIZATION'S PERSONNEL POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. INCA STREETLLC 10300 CONSTITUTION AVE NE ALBUQUERQUE NM 87112 364969431 TO PROVIDE HOUSING NM 28603