2019-06-27T11:23:48-05:00 2018-12-31 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2018-01-01 061422248 PERSON-TO-PERSON INC PERS 2036550048 1864 POST ROAD DARIEN CT 06820 CECILIA MAHER CHIEF EXECUTIVE OFFICER 2036550048 2019-06-27 1 SCOTT M BRENNER P01247233 9145249000 65.51.91.130 2019-06-27 11:01:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DC41D64BBBE85F66F669394821948C3833258226 2018 2019-02-21 02:37:17Z CECILIA MAHER 1864 POST ROAD DARIEN CT 06820 14321600 0 X WWW.P2PHELPS.ORG X 1994 CT 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. 18 18 37 4225 0 0 13807569 13452663 11443 12759 847982 163927 8047 -168014 14675041 13461335 10899770 10858430 0 0 1679416 1858621 0 0 582430 656507 856131 13235693 13573182 1439348 -111847 6540209 6117338 95321 101829 6444888 6015509 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 12109536 10367526 EMERGENCY ASSISTANCE - PROGRAMS WHICH HELP ALLEVIATE SITUATIONAL CRISES FACED BY LOW-INCOME FAMILIES THROUGH THE PROVISION OF FOOD, CLOTHING, AND EMERGENCY FINANCIAL ASSISTANCE. 23,532 PEOPLE SERVED. 346159 251703 THROUGH THE SCHOLARSHIP FUND, GRANTS ARE AWARDED TO LOW-INCOME STUDENTS, MANY OF WHOM ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. 364141 239201 12759 CAMPERSHIPS PROVIDE THE OPPORTUNITY FOR CHILDREN FROM LOW-INCOME HOUSEHOLDS TO ATTEND LOCAL DAY CAMPS FREE OF CHARGE. 12819836 1 0 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 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X CECILIA MAHER 2036550048 1864 POST ROAD DARIEN CT 06820 AMY GOLD DIRECTOR 1.00 X 0 0 0 AVERY WHIDDEN PRESIDENT 2.00 X X 0 0 0 BETSY WILSON DIRECTOR 1.00 X 0 0 0 BILL BRADLEY DIRECTOR 1.00 X 0 0 0 CHRIS WHITNEY TREASURER 2.00 X X 0 0 0 CLARE KRETZMAN DIRECTOR 1.00 X 0 0 0 DANIEL LOTA DIRECTOR 1.00 X 0 0 0 JACKIE LEONARD DIRECTOR 1.00 X 0 0 0 JEN FORLIZZI DIRECTOR 1.00 X 0 0 0 KAYSIE UNIACKE SECRETARY 2.00 X X 0 0 0 KIM DICKINSON DIRECTOR 1.00 X 0 0 0 LIZ MACKIE DIRECTOR 1.00 X 0 0 0 MARIE RADCLIFF VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL HYMAN DIRECTOR 1.00 X 0 0 0 MIKE RICCARDI DIRECTOR 1.00 X 0 0 0 PAM DYSENCHUK DIRECTOR 1.00 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 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 DIRECTOR 1.00 X 0 0 0 VIRGIL WILLIAMS DIRECTOR 1.00 X 0 0 0 CECILIA MAHER CHIEF EXECUTIVE OFFICER 40.00 X 173038 0 30862 ELIZABETH FINN CHIEF OPERATING OFFICER 40.00 X 140000 0 7000 LAUREN FRANCIAMORE CHIEF PROGRAMS OFFICER 40.00 X 0 0 0 MARIANNE DELANEY FORMER DIRECTOR OF DEVELOPMENT 40.00 X 0 0 0 TRACY CRAMER CHIEF PHILANTHROPY OFFICER 40.00 X 0 0 0 313038 0 37862 2 0 1 0 OLYMPIC CONSTRUCTION 110 LENOX AVENUE SUITE 204 STAMFORD CT 06906 CONSTRUCTION FOR STAMFORD FACILITY 170564 1 8296 875001 142462 12426904 10049192 13452663 CAMP REGISTRATION 611710 12759 12759 12759 126022 126022 587976 550071 37905 37905 37905 142180 875001 310194 -168014 -168014 13461335 12759 0 -4087 10858430 10858430 352546 240044 23200 89302 1216337 828187 80045 308105 27026 18402 1778 6846 141652 96449 9322 35881 121060 82428 7967 30665 17400 17400 13472 13472 19339 13072 1854 4413 169632 93093 2305 74234 193862 178350 5818 9694 20565 20565 154313 140693 4726 8894 FOOD AND SUPPLIES 122783 122783 EQUIP. MAINT. & SUPPORT 83625 72231 2497 8897 PROGRAM SUPPLIES 29856 29856 VOLUNTEERS AND TRAINING 21354 17283 273 3798 9930 7970 259 1701 13573182 12819836 170916 582430 1132217 858194 682725 858435 310474 119529 11636 3027 575 206815 171210 51376 63978 1676881 776028 814665 900853 3328323 3114001 10587 18927 6540209 6117338 78301 87845 17020 13984 95321 101829 X 1524470 1547386 4920418 4468123 6444888 6015509 6540209 6117338 -111847 -317532 0 X X 0 1 X 1 0 X 11394941 12010860 12599897 13807569 13452663 63265930 11394941 12010860 12599897 13807569 13452663 63265930 63265930 323300 268564 96310 108923 126022 923119 214150 142180 356330 64545379 800272 0.98020 0.96950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2017 AMOUNT: $ 214,150. 2018 AMOUNT: $ 142,180. 0 3348323 110000 -170850 160000 13472 3114001 2985686 10000 516181 140000 23544 3348323 2893162 10000 216921 110000 24397 2985686 3010219 28044 -2505 110000 32596 2893162 2917811 60000 175111 110000 32703 3010219 1.00000 1 0 962356 377883 584473 329753 212945 116808 384772 185200 199572 900853 AGENCY LIABILITIES 13984 13984 X 13186565 -317532 56234 -261298 13447863 13472 13472 13461335 13615944 56234 56234 13559710 13472 13472 13573182 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, 2018, 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. P2P GALA 677389 640689 36700 77656 10000 65257 SPRING BALL 2018 148320 83440 64880 24486 8111 31033 2 191471 150872 40599 18397 4481 70773 1017180 875001 142179 120539 22592 167063 310194 -168015 1 EMERGENCY ASSISTANCE 2451 282729 SCHOLARSHIP GRANTS 96 251703 CAMPERSHIPS 458 239201 DISTRIBUTION OF CLOTHING, FOOD 25059 10084797 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 CECILIA MAHER CHIEF EXECUTIVE OFFICER 173038 0 0 0 0 0 9300 0 21562 0 203900 0 0 0 PART I, LINE 3 A COMPREHENSIVE COMPENSATION REVIEW WAS CONDUCTED IN 2013 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 2014. X 7532954 THRIFT SHOP VALUES X 5 158466 FAIR MARKET VALUE X 2423828 COMMERCIAL VALUE X HOLIDAY GIFTS 0 92409 RETAIL VALUE 0 0 0 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 2013 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 2014. 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 THIS HAS NOT CHANGED FROM PRIOR YEARS. 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 - REIMBURSEMENT FOR EXPENSES P 34224 CASH SAINT LUKE'S PARISH - CAPITAL CONTRIBUTION C 65500 CASH SAINT LUKE'S PARISH - LEASE OF FACILITIES K 48000 CASH