2021-05-09T11:03:57-05:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-07-01 134038495 JOB PATH INC JOBP 2129440564 256 WEST 38TH STREET NO 2FL NEW YORK NY 10018 FREDDA ROSEN EXECUTIVE DIRECTOR/PRESIDENT 2129440564 2021-05-09 1 GARRETT M HIGGINS P00543209 9143818900 2021-05-05 2019 2022-09-23 18:48:47Z FREDDA ROSEN 256 WEST 38TH STREET NO 2FL NEW YORK NY 10018 10586229 0 X WWW.JOBPATHNYC.ORG X 1998 NY JOB PATH SUPPORTS PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THEIR EFFORTS TO MAKE CHOICES ABOUT THEIR LIVES. WE HELP PEOPLE FIND JOBS AND ESTABLISH CAREERS, LIVE IN THEIR OWN HOMES AND PARTICIPATE IN COMMUNITY LIFE. JOB PATH STRIVES TO BE A REFLECTIVE ORGANIZATION WHERE STAFF LISTEN CAREFULLY TO THE PEOPLE THEY SUPPORT AND THOUGHTFULLY CONSIDER HOW TO DO THEIR WORK. 16 16 271 16 0 0 1020950 1448055 9107424 9083300 563 336 22803 37420 10151740 10569111 4311 0 0 0 7330475 7368082 33600 25250 146474 2267002 2519000 9635388 9912332 516352 656779 3731715 5872008 1323723 2807237 2407992 3064771 X JOB PATH SUPPORTS PEOPLE WITH DEVELOPMENTAL DISABILITIES AS THEY MAKE CHOICES ABOUT THEIR LIVES AND PLAY CONTRIBUTING ROLES IN THEIR COMMUNITIES. OUR PROGRAMS HELP PEOPLE FIND STABLE EMPLOYMENT, LIVE IN THEIR OWN HOMES AND BECOME INVOLVED IN COMMUNITY LIFE. WE BELIEVE THAT:EVERYONE HAS GIFTS AND CAPACITIESEVERYONE HAS THE RIGHT TO MAKE DECISIONS ABOUT HIS/HER OWN LIFEEVERYONE HAS A VOICE THAT SHOULD BE HEARDEVERYONE SHOULD HAVE THE OPPORTUNITY TO JOIN THE WORKFORCEEVERYONE HAS A ROLE TO PLAY IN COMMUNITY LIFE 0 0 3311883 3394185 SUPPORTED LIVINGOUR SUPPORTED LIVING PROGRAM PROVIDES AN ALTERNATIVE TO TRADITIONAL GROUP HOMES. THE PROGRAM HELPS PEOPLE FIND APPROPRIATE HOUSING AND PUT IN PLACE WHATEVER STAFFING SUPPORTS THEY NEED TO MANAGE THEIR LIVES, THEIR HEALTH AND THEIR HOUSEHOLDS. SOME PEOPLE LIVE ALONE WHILE OTHERS LIVE WITH ONE OR TWO ROOMMATES. IN SOME CIRCUMSTANCES, PEOPLE LIVE WITH A NONDISABLED ROOMMATE WHO PROVIDES SOME OF THEIR SUPPORTS. INDIVIDUALS RECEIVE WHATEVER LEVEL OF ASSISTANCE THEY NEED FROM A FEW HOURS PER WEEK UP TO 24/7. IN THE 2019-2020 FISCAL YEAR, THIS PROGRAM SUPPORTED 37 INDIVIDUALS. WITH THE COVID EMERGENCY, THE FOCUS IN SUPPORT LIVING SHIFTED TO ENSURING THE HEALTH AND SAFETY OF THE INDIVIDUALS AND OUR STAFF. IN THE EARLY DAYS, LIKE MOST IN THE CITY, WE SCRAMBLED TO FIND PPE AND SANITIZING SUPPLIES. THANKFULLY, WE WERE ABLE TO BUILD A STOCKPILE. STAFF RESPONDED HEROICALLY, WORKING WHENEVER AND WHEREVER NECESSARY. 2756320 2351589 EMPLOYMENTTHE BEGINNING OF THE COVID 19 PANDEMIC AFFECTED OUR OPERATIONS SIGNIFICANTLY. WE TURNED TO VIRTUAL SERVICES WHEREVER POSSIBLE AND PUT IN PLACE ROBUST SERVICES TO ENSURE THE HEALTH OF SAFETY OF THE PEOPLE WE SUPPORT IN OUR RESIDENTIAL PROGRAMS. PROFIT MARGINS WERE DOWN AS A RESULT, AND WE APPLIED FOR ASSISTANCE THROUGH THE PAYROLL PROTECTION PROGRAM. EMPLOYMENT REMAINS AT THE HEART OF OUR WORK. PEOPLE WITH DEVELOPMENTAL DISABILITIES ARE VASTLY UNDERREPRESENTED IN THE WORKFORCE; FEWER THAN 20% HOLD JOBS. AT JOB PATH, WE PLACE 85% OF OUR ENROLLEES AND 85% OF THOSE PLACED RETAIN THEIR JOBS FOR A YEAR OR LONGER. IN FY'20, JOB PATH'S EMPLOYMENT PROGRAM SUPPORTED JUST UNDER 300 INDIVIDUALS. CUSTOMIZED EMPLOYMENT STRATEGIES PROVIDE THE FOUNDATION FOR JOB PATH'S WORK. THESE STRATEGIES PINPOINT THE SKILLS AND TALENTS THAT EVEN PEOPLE WITH THE MOST SIGNIFICANT DISABILITIES CAN BRING TO THE WORKFORCE AND PROVIDE WAYS TO WORK WITH BUSINESSES TO CREATE JOBS THAT WORK FOR BOTH THE EMPLOYEE AND THE EMPLOYER. JOB PATH'S CONSORTIUM FOR CUSTOMIZED EMPLOYMENT BRINGS TOGETHER 13 ORGANIZATIONS THAT ARE COMMITTED TO USING CUSTOMIZED EMPLOYMENT FOR THEIR JOB SEEKERS. THE CONSORTIUM HAS DEVELOPED A NETWORK OF MORE THAN 60 BUSINESSES THAT UNDERSTAND THESE STRATEGIES AND USE THEM TO HIRE JOB SEEKERS FROM MEMBER AGENCIES. UNDER THE AUSPICES OF OUR EMPLOYMENT PROGRAM, WE OPERATE TWO PROJECTS THAT HELP SPECIAL EDUCATION STUDENTS PLAN AND PREPARE FOR EMPLOYMENT AND ADULT LIFE. IN ADDITION, PROJECT NEXT STEP HELPS INDIVIDUALS WHO ARE CURRENTLY EMPLOYED ADVANCE IN THEIR CAREERS. FINALLY, THIS YEAR BEGAN PLANNING PROJECT SKILL BUILD, A TRAINING PROGRAM THAT IS DESIGNED TO HELP YOUNG PEOPLE BUILD SKILLS THAT WILL LEAD TO CUSTOMIZED JOBS IN THE PHARMACIES AND THE BAKING INDUSTRY. WHEN THE COVID EMERGENCY AROSE, ABOUT 85% OF THE PEOPLE WHO WERE WORKING WERE FURLOUGHED. OUR STAFF MOVED QUICKLY TO HELP PEOPLE OBTAIN UNEMPLOYMENT, AN ARDUOUS TASK IN THOSE EARLY DAYS. WHILE WE CONTINUED TO PROVIDE IN-PERSON SUPPORT TO THOSE PEOPLE WHO REMAINED ON THEIR JOBS, WE MOVED RAPIDLY TO DEVELOP A WIDE ARRAY OF VIRTUAL SERVICES TO HELP THOSE WHO WERE LAID OFF REMAIN KEEP UP THEIR SKILLS AND LEARN NEW ONES AND ENGAGE WITH PEERS AND JOB PATH STAFF. IN PARTICULAR, STAFF HELPED INDIVIDUALS LEARN NEW COMPUTER SKILLS SO THAT THEY COULD PARTICIPATE IN THESE PROGRAMS. 2412979 3337526 DAY SUPPORTS (COMMUNITY SUPPORTS/LIFE COACHING)THIS PROGRAM WAS ESTABLISHED IN THE EARLY 1990S AS AN ALTERNATIVE TO GROUP-ORIENTED DAY HABILITATION PROGRAMS. THE PROGRAM SUPPORTS JUST OVER 100 INDIVIDUALS AS THEY VOLUNTEER, FURTHER THEIR EDUCATION IN COLLEGE AND COMMUNITY CLASSES AND PARTICIPATE IN SOCIAL, RECREATIONAL AND CIVIC ACTIVITIES IN THEIR COMMUNITIES. PEOPLE HAVE THEIR OWN SCHEDULES BASED ON THEIR INTERESTS AND NEEDS AND ARE SUPPORTED BY JOB PATH'S DIRECT SUPPORT PROFESSIONAL STAFF.THE PROGRAM OFFERS GROUP ACTIVITIES AS WELL. WE HOLD A WEEKLY ARTISTS STUDIO, HOST THE OUTSIDE VOICES THEATER COMPANY AND A POETRY COLLECTIVE AND RUN SEVERAL SPECIAL INTEREST GROUPS. MANY CHOOSE TO ATTEND OUR FRIDAY MORNING NEW PATH GATHERING IN THE JOB PATH OFFICE. THE FIRST FEW MONTHS OF THE PANDEMIC HAD A SIGNIFICANT IMPACT ON THE OPERATIONS OF THIS PROGRAM. VIRTUALLY ALL OF THE ORGANIZATIONS WHERE PEOPLE VOLUNTEERED OR PARTICIPATED WERE SHUTTERED. AS IN OUR EMPLOYMENT PROGRAMS, THE STAFF IN COMMUNITY CONNECTIONS PIVOTED TO A VIRTUAL SERVICE ENVIRONMENT, QUICKLY ARRANGING A RICH ARRAY OF GROUPS, WORKSHOPS AND SOCIAL ACTIVITIES THAT MET ONLINE. DIRECT SUPPORT PROFESSIONALS CONNECTED INDIVIDUALLY TO PEOPLE TO HELP THEM LEARN THE COMPUTER SKILLS THEY NEEDED IN ORDER TO TAKE ADVANTAGE OF THIS PROGRAM. IN SOME INSTANCES, PEOPLE HAD THE ASSISTANCE OF FAMILY MEMBERS OR STAFF IN THEIR RESIDENCES. 8481182 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 271 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X FREDDA ROSEN EXECUTIVE DIRECTOR 2129440564 256 WEST 38TH STREET 2FL NEW YORK NY 10018 FREDDA ROSEN EXECUTIVE DIRECTOR/PRESIDENT 35.00 X 134974 0 23763 CARLY TEICHMAN ASSOC. EXECUTIVE DIRECTOR 35.00 X 104858 0 36057 AIMEE ALTHOFF ASSOC. EXECUTIVE DIRECTOR 35.00 X 112403 0 14395 ELLEN MURPHY SECRETARY/CORP COMPLIANCE 27.00 X 28390 0 0 GARY MAYERSON CHAIRMAN 2.00 X X 0 0 0 RUSSELL POMERANZ TREASURER 1.00 X X 0 0 0 MELKIS ALVAREZ-BAEZ BOARD MEMBER 1.00 X 0 0 0 JOAN BELL BOARD MEMBER 1.00 X 0 0 0 NEIL GOKLANI BOARD MEMBER 1.00 X 0 0 0 KARIM HERDSMAN BOARD MEMBER 1.00 X 0 0 0 KEVIN INNES BOARD MEMBER 1.00 X 0 0 0 DIANA MCCOURT BOARD MEMBER 1.00 X 0 0 0 ROGER OLIVER BOARD MEMBER 1.00 X 0 0 0 JOHN O'NEILL PHD BOARD MEMBER 1.00 X 0 0 0 C WILLIAM PHILLIPS BOARD MEMBER 1.00 X 0 0 0 ULY RAMOS BOARD MEMBER 1.00 X 0 0 0 MAURA ROSE BOARD MEMBER 1.00 X 0 0 0 MARY PAT RYAN BOARD MEMBER 1.00 X 0 0 0 JON TKACH BOARD MEMBER 1.00 X 0 0 0 MARIA TUCCI BOARD MEMBER 1.00 X 0 0 0 380625 0 74215 3 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 FINANCIAL MGMT SERVICES 144655 1 461765 18251 968039 1448055 MEDICAID 623990 7921842 7921842 SOCIAL SERVICES 623990 1041394 1041394 PRIVATE PAY 623990 120064 120064 9083300 336 336 14800 461765 17118 -2318 -2318 UBIT TAX REFUND 900099 37183 37183 MISCELLANEOUS INCOME 900099 2555 2555 39738 10569111 9083300 0 37756 177049 157213 17333 2503 5690788 5053202 557121 80465 147633 122569 21836 3228 816258 744534 60022 11702 536354 483271 46495 6588 22477 22477 282268 282268 25250 25250 197951 110554 85197 2200 3689 3284 383 22 219556 172703 44591 2262 73265 57758 13235 2272 1134893 1052818 77592 4483 65991 60309 5619 63 16927 14741 2114 72 31029 24467 6562 29393 24340 4738 315 PARTICIPANT INCIDENTALS 141923 140491 1432 MEDICAID RESERVE 78405 78405 FOOD 66892 61682 5198 12 REPAIRS & MAINTENANCE 66072 58198 7442 432 88269 60643 23021 4605 9912332 8481182 1284676 146474 226079 175734 1128406 2796679 5584 122425 1961471 2454604 22607 39208 409226 296317 143938 112909 243630 170449 3731715 5872008 1013979 1128700 26027 2750 283717 1675787 1323723 2807237 X 2355663 2657204 52329 407567 2407992 3064771 3731715 5872008 656779 0 X X 0 1 X 1 0 X 1053370 519800 977131 1020950 1448055 5019306 7799439 7928503 8297213 9107424 9083300 42215879 8852809 8448303 9274344 10128374 10531355 47235185 52366 54912 74186 167941 70610 420015 0 52366 54912 74186 167941 70610 420015 46815170 1577 1813 2023 336 336 6085 1577 1813 2023 336 336 6085 7587 154749 16501 35654 39738 254229 8861973 8604865 9292868 10164364 10571429 47495499 0.98570 0.98540 0.00010 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 7,587. 2016 AMOUNT: $ 4,749. 2017 AMOUNT: $ 16,501. 2018 AMOUNT: $ 35,654. 2019 AMOUNT: $ 2,555. LEASE TERMINATION - 2016 AMOUNT: $ 150,000. UBIT TAX REFUND - 2019 AMOUNT: $ 37,183. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 480433 291 480724 480097 336 480433 478085 2012 480097 471785 5000 1300 478085 470521 1264 471785 1.00000 0 0 166124 68524 97600 243102 227793 15309 112909 DEFERRED RENT 316832 PAYCHECK PROTECTION PROGRAM LOAN 1358955 1675787 X 10616917 2500 45306 47806 10569111 0 10569111 9960138 2500 45306 47806 9912332 0 9912332 PART V, LINE 4: THE BOARD DESIGNATED FUND HOLDS AND ADMINISTER CERTAIN FUNDS FOR THE PURPOSE OF GENERATING INCOME FOR JOB PATH'S INNOVATIVE PROJECTS. PART X, LINE 2: JOB PATH RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT JOB PATH HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. JOB PATH IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON PART VIII, LINE 8B 17,118. REFUNDABLE TAX CREDITS REPORTED ON PART IX, LINE 10 28,188. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON PART VIII, LINE 8B 17,118. REFUNDABLE TAX CREDITS REPORTED ON PART IX, LINE 10 28,188. X X X X X X 1 ANITA FEE WILLIS CONSULTING 341 PROSPECT AVENUE 2 BROOKLYN NY 11215 FUNDRAISING/DEVELOPMENT SERVICES 0 476565 25250 451315 476565 25250 451315 NY ANNUAL GALA BENEFIT 476565 461765 14800 12915 4203 476565 461765 14800 12915 4203 17118 -2318 X X X X 0 0 0 0 0 0 0 0 0 FREDDA ROSEN EXECUTIVE DIRECTOR/PRESIDENT 134974 0 0 0 0 0 6913 0 16850 0 158737 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B JOB PATH, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO EACH OF THE MEMBERS OF THE FINANCE COMMITTEE. THE COMMITTEE WILL REVIEW AND PROVIDE COMMENTS AND ANY SUGGESTED CHANGES. AFTER MAKING ANY CHANGES REQUIRED AFTER REVIEW BY THE FINANCE COMMITTEE, THE FORM 990 WILL BE SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES AT LEAST FIVE BUSINESS DAYS BEFORE FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, ADMINISTRATORS AND EMPLOYEES MUST DISCLOSE ANY EXISTING OR NEW RELATIONSHIPS THAT MAY GIVE THE APPEARANCE OF A CONFLICT OF INTEREST. IF A BOARD DIRECTOR BELIEVES THAT THEY HAVE A CONFLICT, THEY MUST DISCLOSE IT TO THE BOARD CHAIR, WHICH WILL BE REFLECTED IN THE MINUTES OF THE BOARD MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. A VOTE WILL THEN TAKE PLACE AMONG THE DISINTERESTED BOARD MEMBERS TO DETERMINE IF THE ORGANIZATION SHOULD PROCEED WITH THE ARRANGEMENT. IF A DIRECTOR OR EMPLOYEE HAS A CONFLICT OF INTEREST, THEY SHALL DISCLOSE THIS CONFLICT TO THE EXECUTIVE DIRECTOR AND THE BOARD CHAIR, AND APPROPRIATE MEASURES WILL BE TAKEN. EACH DIRECTOR AND EMPLOYEE SHALL ANNUALLY SIGN AND SUBMIT A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A IN ADVANCE OF THE REVIEW OF COMPENSATION BY THE JOB PATH BOARD OF TRUSTEES, JOB PATH'S COMPLIANCE OFFICER PREPARED A REVIEW OF THE TOTAL REMUNERATION PROVIDED TO THE EXECUTIVE DIRECTOR. THE REVIEW INCLUDED THE USE OF GUIDESTAR TO SELECT COMPARABLE ORGANIZATIONS AND THE REVIEW OF THE MOST RECENT FORMS 990 FILED BY THESE ORGANIZATIONS. IN ADDITION, THE COMPLIANCE OFFICER COMPARED COMPENSATION AND BENEFITS INFORMATION FROM THE 2020 NON-PROFIT SALARY REPORT PUBLISHED BY NONPROFIT NEW YORK. THIS REVIEW WAS INDEPENDENT OF ANY JOB PATH STAFF AND WAS PROVIDED DIRECTLY TO THE BOARD OF TRUSTEES. THE BOARD REVIEWED THE REPORT AT A MEETING HELD IN 2020, WHICH WAS DOCUMENTED IN MINUTES FOR THE MEETING. THE BOARD ACCEPTED AND DETERMINED, BASED ON THE REVIEW, THAT THE COMPENSATION FOR ALL TOP MANAGERS AT JOB PATH WAS REASONABLE. 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 NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORM 1023, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 256 WEST 38TH STREET, NEW YORK, NY 10018, OR BY CALLING THE ORGANIZATION DIRECTLY AT (212)944-0564. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.