2020-06-18T18:08:30-05:00 2019-12-31 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2019-01-01 061422248 PERSON-TO-PERSON INC PERS 2036550048 1864 POST ROAD DARIEN CT 06820 NANCY COUGHLIN CHIEF EXECUTIVE OFFICER 2036550048 2020-06-17 1 SCOTT M BRENNER P01247233 9145249000 47.20.133.63 2020-06-17 13:19:40 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 71DE476EBF29C189CE8D8985D3ECFF7A60041DB4 2019 2020-09-23 17:36:50Z NANCY COUGHLIN 1864 POST ROAD DARIEN CT 06820 13998136 0 X WWW.P2PHELPS.ORG X 1994 CT WITH HELP FROM THE COMMUNITY, PERSON-TO-PERSON IS ABLE TO PROVIDE INDIVIDUALS AND FAMILIES WITH ASSISTANCE FOR BASIC NEEDS TO OVERCOME DAILY CHALLENGES AND ACCESS TO RESOURCES TO IMPROVE THEIR LIVES. 21 21 36 4731 0 0 13452663 13598086 12759 10698 163927 154730 -168014 -88633 13461335 13674881 10858430 11295618 0 0 1858621 1967712 0 0 638986 856131 994992 13573182 14258322 -111847 -583441 6117338 6000334 101829 104181 6015509 5896153 X PERSON-TO-PERSON IS A COMMUNITY-SUPPORTED AGENCY THAT PROVIDES EMERGENCY ASSISTANCE FOR BASIC NEEDS, AND SUPPORT FOR INDIVIDUALS AND FAMILIES AS THEY MOVE TOWARDS STABILITY. THE VISION OF THE ORGANIZATION IS COMMUNITIES OF FINANCIALLY-STABLE, HUNGER FREE HOMES, WITH EDUCATIONAL OPPORTUNITIES FOR ALL. 0 0 12665178 10789842 EMERGENCY ASSISTANCE - PROGRAMS WHICH HELP ALLEVIATE SITUATIONAL CRISES FACED BY LOW-INCOME FAMILIES THROUGH THE PROVISION OF FOOD, CLOTHING, AND EMERGENCY FINANCIAL ASSISTANCE. 24,873 PEOPLE SERVED. 350565 282520 THROUGH THE SCHOLARSHIP FUND, GRANTS ARE AWARDED TO LOW-INCOME STUDENTS, MANY OF WHOM ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. 318676 223256 10698 CAMPERSHIPS PROVIDE THE OPPORTUNITY FOR CHILDREN FROM LOW-INCOME HOUSEHOLDS TO ATTEND LOCAL DAY CAMPS FREE OF CHARGE. 13334419 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 30 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X NANCY COUGHLIN - CHIEF EXECUTIVE OFFICER 2036550048 1864 POST ROAD DARIEN CT 06820 ALISON GAGLIARDI DIRECTOR 1.00 X 0 0 0 AMY GOLD DIRECTOR 1.00 X 0 0 0 AVERY WHIDDEN DIRECTOR (OUTGOING JUNE 12, 2019) 2.00 X X 0 0 0 BETSY WILSON DIRECTOR 1.00 X 0 0 0 BILL BRADLEY DIRECTOR (OUTGOING JUNE 12, 2019) 1.00 X 0 0 0 CAROLINE GILLESPIE GREER DIRECTOR 1.00 X 0 0 0 CHRIS WHITNEY TREASURER 2.00 X X 0 0 0 CLARE KRETZMAN ASST. SECRETARY 1.00 X 0 0 0 DANIEL LOTA DIRECTOR (OUTGOING JUNE 12, 2019) 1.00 X 0 0 0 JACKIE LEONARD DIRECTOR 1.00 X 0 0 0 JEN FORLIZZI DIRECTOR 1.00 X 0 0 0 KATHERINE MICHELE DIRECTOR 1.00 X 0 0 0 KAYSIE UNIACKE DIRECTOR (OUTGOING JUNE 12, 2019) 2.00 X 0 0 0 KIM DICKINSON DIRECTOR 1.00 X 0 0 0 LIZ MACKIE DIRECTOR 1.00 X 0 0 0 MARIE RADCLIFF DIRECTOR (OUTGOING JUNE 12, 2019) 2.00 X 0 0 0 MICHAEL HYMAN DIRECTOR 1.00 X 0 0 0 MIKE RICCARDI VICE-PRESIDENT 2.00 X 0 0 0 PAM DYSENCHUK SECRETARY 1.00 X X 0 0 0 SHERYL BATTLES DIRECTOR 1.00 X 0 0 0 STEVEN CHIN DIRECTOR 1.00 X 0 0 0 SUSIE LINDENBERG DIRECTOR (OUTGOING JUNE 12, 2019) 1.00 X 0 0 0 TINA MADON DIRECTOR 1.00 X 0 0 0 VALERIE MCNEIL DIRECTOR 1.00 X 0 0 0 VICTORIA DE TOLEDO PRESIDENT 1.00 X X 0 0 0 VIRGIL WILLIAMS DIRECTOR 1.00 X 0 0 0 WENDY MOORE DIRECTOR 1.00 X 0 0 0 CECILIA MAHER CHIEF EXECUTIVE OFFICER (FORMER) 40.00 X 98005 0 13631 ELIZABETH FINN CHIEF OPERATING OFFICER 40.00 X 143000 0 7973 LAUREN FRANCIAMORE CHIEF PROGRAMS OFFICER 40.00 X 89473 0 15483 NANCY COUGHLIN CHIEF EXECUTIVE OFFICER 40.00 X 85188 0 13270 TRACY CRAMER CHIEF PHILANTHROPY OFFICER 40.00 X 111082 0 6994 526748 0 57351 2 0 1 0 0 7870 576163 123075 12890978 10464756 13598086 CAMP REGISTRATION 611710 10698 10698 10698 146657 146657 173085 165012 8073 8073 8073 69610 576163 158243 -88633 -88633 13674881 10698 0 66097 11295618 11295618 584099 262183 101090 220826 1125279 873977 23085 228217 34321 27810 6511 94407 89890 771 3746 129606 86837 9072 33697 18150 18150 13085 13085 88616 11475 74892 2249 30698 15303 147 15248 134391 49951 2101 82339 212920 195223 6504 11193 159659 146388 4878 8393 28085 28085 FOOD AND SUPPLIES 137188 137188 EQUIP. MAINT. & SUPPORT 83113 71148 2448 9517 VEHICLES 32113 28269 3844 PROGRAM SUPPLIES 23172 23172 33802 19987 609 13206 14258322 13334419 284917 638986 858194 703985 858435 552276 119529 169713 11636 4270 575 171210 153970 63978 46266 1743933 935687 900853 808246 3114001 3551021 18927 10587 6117338 6000334 87845 75497 13984 28684 101829 104181 X 1547386 1644297 4468123 4251856 6015509 5896153 6117338 6000334 -583441 464085 0 X X 0 1 X 1 0 X 12010860 12599897 13807569 13452663 13549861 65420850 12010860 12599897 13807569 13452663 13549861 65420850 65420850 268564 96310 108923 126022 146657 746476 214150 142180 117835 474165 66641491 755272 0.98170 0.98020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2017 AMOUNT: $ 214,150. 2018 AMOUNT: $ 142,180. 2019 AMOUNT: $ 117,835. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3114001 601563 160000 13085 3542479 3348323 110000 -170850 160000 13472 3114001 2985686 10000 516181 140000 23544 3348323 2893162 10000 216921 110000 24397 2985686 3010219 28044 -2505 110000 32596 2893162 0.06820 0.93180 1 0 987791 450364 537427 756142 485323 270819 808246 AGENCY LIABILITIES 28684 28684 X 14189903 464085 64022 528107 13661796 13085 13085 13674881 14309259 64022 64022 14245237 13085 13085 14258322 PART V, LINE 4: IN 2003, PERSON-TO-PERSON ESTABLISHED THE JANET EVANS ENDOWMENT FUND (THE "FUND"), IN HONOR OF RETIRING EXECUTIVE DIRECTOR JANET EVANS. CONTRIBUTIONS TO THE FUND ARE INVESTED AS DIRECTED BY AN ENDOWMENT COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. WITHDRAWALS FROM THE FUND, WHICH MAY BE USED AT THE DISCRETION OF THE BOARD OF DIRECTORS, ARE LIMITED TO 6% OF THE AVERAGE YEAR-END MARKET VALUE FOR THE THREE PRECEDING CALENDAR YEARS. PART X, LINE 2: THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2019, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. SUMMER SOIREE GALA (P2P) 284521 238461 46060 27385 25177 15000 THRILL OF THE GRILL (OPUS) 361252 337702 23550 24777 37885 15585 12434 645773 576163 69610 52162 63062 15585 27434 158243 -88633 1 EMERGENCY ASSISTANCE 1022 335514 SCHOLARSHIP GRANTS 102 282520 CAMPERSHIPS 377 223256 DISTRIBUTION OF CLOTHING, FOOD 48092 10454328 THRIFT SHOP VALUATION, COMMERCIAL VALUE FREE CLOTHING AND FOOD MEET THE IMMEDIATE NEED OF THE WORKING POOR OR PEOPLE FACING A SITUATION CRISIS. PART I, LINE 2: EMERGENCY ASSISTANCE PROGRAMS: A PERSON-TO-PERSON CASE WORKER ASSESSES INDIVIDUAL SITUATIONS TO DETERMINE APPROPRIATE ACTION NECESSARY TO MEET EACH CLIENT'S NEEDS. DISBURSEMENTS OF FINANCIAL GRANTS AND/OR FOOD ARE BASED ON SPECIFIC CRITERIA AND FINANCIAL NEED. OTHER PROGRAMS INCLUDE PROVIDING FOOD ASSISTANCE AND GIFTS DURING THE HOLIDAY SEASON. THESE PROGRAMS ARE CARRIED OUT NOT ONLY BY THE STAFF OF PERSON-TO-PERSON BUT ALSO BY MANY VOLUNTEERS THROUGHOUT THE AREA AS WELL. CAMPERSHIPS: ALL CHILDREN CONSIDERED FOR CAMPERSHIPS LIVE IN LOW-INCOME HOUSEHOLDS IN STAMFORD AND ARE REFERRED THROUGH THEIR SCHOOLS. QUALIFICATION FOR FREE OR REDUCED-COST LUNCH PROGRAM IN THE SCHOOLS IS A PRIMARY CRITERIA FOR CONSIDERATION. SCHOLARSHIPS: THE HARRIET T. MCCORKLE SCHOLARSHIP FUND PROVIDES FINANCIAL ASSISTANCE FOR LOCAL STUDENTS FROM LOW-INCOME HOUSEHOLDS WHO ARE APPLYING TO OR WHO ARE ALREADY IN COLLEGE AND NEED HELP WITH BOOK AND TUITION PAYMENTS. IF ELIGIBLE, STUDENTS ARE REQUIRED TO APPLY FOR FAFSA, AS WELL AS OTHER FINANCIAL AID AND WORK STUDY, AND ARE INTERVIEWED AS PART OF THE SCREENING PROCESS. GRANTS ARE GIVEN IN BOTH SEMESTERS, AND MENTORING AND BUDGETING SUPPORT ARE PROVIDED. X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH FINN CHIEF OPERATING OFFICER 143000 0 0 0 0 0 7150 0 823 0 150973 0 0 0 X 7948101 THRIFT SHOP VALUES X 1 27668 FAIR MARKET VALUE X 1032538 2343799 COMMERCIAL VALUE X HOLIDAY GIFTS 6221 145188 RETAIL VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE ST. LUKE'S EPISCOPAL CHURCH. SUCH MEMBER SHALL BE ENTITLED TO VOTE AND SHALL HAVE SUCH RIGHTS AND OBLIGATIONS AS SHALL BE SET FORTH IN THE BY-LAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE ST. LUKE'S VESTRY MUST APPROVE ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTANT PREPARED THE FORM 990 AND A COPY OF THE FORM 990 IS SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS. AT A MEETING OF THE BOARD THE FORM 990 IS THEN DISCUSSED AND A VOTE IS TAKEN TO ACCEPT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE DISCLOSURE STATEMENT. THIS IS DONE IMMEDIATELY FOLLOWING THE ANNUAL MEETING, OR FOR NEW BOARD MEMBERS, DURING THEIR ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 A COMPREHENSIVE COMPENSATION REVIEW WAS CONDUCTED IN 2018 BY THE BOARD, LED BY THE FINANCE & RISK COMMITTEE, AND THE EXECUTIVE COMMITTEE. A NUMBER OF LEADING NOT-FOR-PROFIT COMPENSATION SURVEYS WERE UTILIZED TO ADJUST STAFF COMPENSATION TO PREVAILING MARKET RATES IN PERSON-TO-PERSON'S GEOGRAPHIC AREA. THESE CHANGES WENT INTO EFFECT FOR 2019. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION FOR CONTACTING PERSON-TO-PERSON ADMINISTRATION IS AVAILABLE ON THE WEBSITE: WWW.P2PHELPS.ORG. ANYONE WISHING TO SEE THESE GOVERNING DOCUMENTS SHOULD CONTACT THE ADMINISTRATION. FORM 990, PART XII LINE 2C THE PROCESS NOT CHANGED FROM PRIOR YEAR. ST LUKE'S PARISH 1864 POST ROAD DARIEN CT 06820 060662180 CHURCH CT 501(C)(3) LINE 1 ST LUKE'S PARISH 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 SAINT LUKE'S PARISH - LEASE OF FACILITIES K 48000 CASH