2018-10-23T10:25:59-05:00 2017-12-31 221914888 NISIVOCCIA LLP 200 VALLEY RD SUITE 300 MT ARLINGTON NJ 07856 990 2017-01-01 223683539 ROOTS & WINGS FOUNDATION ROOT 9734536668 75 BLOOMFIELD AVENUE NO 303 DENVILLE NJ 07834 EMILY MARCHESE EXECUTIVE DIRECTOR 9734536668 2018-10-22 1 THOMAS R DARTNELL CPAPFS P00224464 9733281825 2018-10-22 96.57.126.58 2018-10-22 11:31:43 ED P 00391D0131DDC982E26CFEFC09860E696DD1CC6F C266845C02EE814F65CC5A9070DC65392A7D0010 2017 2018-06-14 16:35:46Z EMILY MARCHESE 75 BLOOMFIELD AVENUE NO 303 DENVILLE NJ 07834 1064353 0 X WWW.ROOTSANDWINGSNJ.ORG X 1999 NJ TO PROVIDE YOUNG ADULTS WHO AGE OUT OF THE FOSTER CARE SYSTEM IN NEW JERSEY WITH SAFE HOUSING, EDUCATIONAL SUPPORT, COUNSELING, AND LIFE SKILLS IN ORDER TO EMPOWER THEM TOWARDS SELF SUFFICIENCY. 12 12 14 220 0 0 795012 880612 0 0 736 2977 38730 80276 834478 963865 143476 170765 0 0 324363 312123 20000 20000 63534 161354 198373 649193 701261 185285 262604 1364628 1635691 36259 44709 1328369 1590982 X TO PROVIDE YOUNG ADULTS WHO AGE OUT OF THE FOSTER CARE SYSTEM IN NEW JERSEY WITH SAFE HOUSING, EDUCATIONAL SUPPORT, COUNSELING, AND LIFE SKILLS IN ORDER TO EMPOWER THEM TOWARDS SELF SUFFICIENCY. 0 0 573751 170765 ROOTS & WINGS EXPERIENCED EXPONENTIAL GROWTH DURING 2017. WE ADDED TWO, FOUR BEDROOM APARTMENTS IN THE MORRIS COUNTY RISE PROGRAM, AND ONE, TWO BEDROOM APARTMENT IN THE UNION COUNTY RISE PROGRAM. THIS DOUBLED THE AMOUNT OF BEDS THAT WE HAVE AVAILABLE IN MORRIS COUNTY FROM EIGHT BEDS TO SIXTEEN. THE TEN BEDS OPENED THIS YEAR IS MORE THAN THE NUMBER OF BEDS OPENED IN THE LAST FIVE YEARS COMBINED. AFTER BEING AWARDED THE IMPACT 100 GRANT, ROOTS & WINGS WAS ABLE TO ADD TWO NEW POSITIONS IN 2017: FLY PROGRAM MANAGER AND PART-TIME VOLUNTEER COORDINATOR. THESE TWO NEW POSITIONS HAVE ALLOWED ROOTS & WINGS TO EXPAND THE NUMBER OF FLY CLIENTS WE ARE ABLE TO PROVIDE SERVICES TO AS WELL AS THE AMOUNT OF VOLUNTEERS WE HAVE. THIS ALSO HAS ALLOWED US TO BEGIN PROVIDING FLY CLIENTS WITH A VOLUNTEER MENTOR, WHEN PREVIOUSLY WE ONLY HAD THE CAPACITY TO PROVIDE RISE CLIENTS WITH A VOLUNTEER MENTOR. IN 2017, ROOTS & WINGS SAFELY HOUSED 22 YOUNG ADULTS THROUGH THE RISE PROGRAM AND SERVED AN ADDITIONAL 24 YOUNG ADULTS THROUGH THE FLY PROGRAM. EACH CLIENT IN RESIDENCE RECEIVED A MINIMUM OF FOUR HOURS OF CASE MANAGEMENT PER WEEK AND TWO HOURS OF COUNSELING PER WEEK. IN ADDITION, A VOLUNTEER MENTOR WAS ASSIGNED TO EVERY RISE CLIENT. FLY CLIENTS RECEIVED APPROXIMATELY 2 TO 4 HOURS PER WEEK OF CASE MANAGEMENT SERVICES. MONTHLY LIFE SKILLS SEMINARS WERE CONDUCTED THROUGHOUT 2017. ROOTS & WINGS' RESIDENTIAL CLIENTS ARE EITHER PURSUING FURTHERING THEIR EDUCATION OR ACQUIRING CAREER AND VOCATIONAL SKILLS THROUGH A VARIETY SCHOOLS OR TRAINING PROGRAMS. IN 2017, ROOTS & WINGS CLIENTS WERE ENROLLED IN RUTGERS UNIVERSITY, MONTCLAIR STATE UNIVERSITY, JERSEY CITY STATE UNIVERSITY, THE COUNTY COLLEGE OF MORRIS, UNION COUNTY COMMUNITY COLLEGE, MORRIS COUNTY VO-TECH, THE CONTINUING EDUCATION DEPARTMENT OF THE COUNTY COLLEGE OF MORRIS, AND REAL ESTATE LICENSING CLASSES. ONE CLIENT GRADUATED FROM RUTGERS UNIVERSITY AND ANOTHER FROM BERGEN COUNTY COLLEGE.OTHER 2017 ACCOMPLISHMENTS INCLUDE A SUCCESSFUL RISE AND FLY GALA WITH A CURRENT CLIENT SPEAKER, PRESENTATION BY HANS DEKKER, PRESIDENT OF THE COMMUNITY FOUNDATION OF NEW JERSEY AND HONOREE, AND OVER 300K RAISED IN SUPPORT OF AGED OUT FOSTER YOUTH. WE HAD A WONDERFUL OUTPOURING OF VOLUNTEER AND DONOR SUPPORT IN OPENING UP THE TWO NEW HOUSES IN MORRIS COUNTY, WHICH INCLUDED COMMUNITY MEMBERS ASSEMBLING FURNITURE, PAINTING BEDROOMS, AND SETTING UP KITCHENS FOR THE NEW INCOMING PARTICIPANTS. ROOTS & WINGS STAFF CONTINUES TO BE RECOGNIZED AS LEADERS IN THE FIELD OF FOSTER CARE, EARNING A PRESENTATION TIMESLOT AT THE NATIONAL ASSOCIATION OF SOCIAL WORKERS IN 2018. 573751 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY X EMILY MARCHESE 9734536668 75 BLOOMFIELD AVENUE NO 303 DENVILLE NJ 07834 JUNE TOTH PRESIDENT 10.00 X X 0 0 0 DAVID SHERTZER TRUSTEE 1.50 X 0 0 0 MARIA CHERNOCK VICE PRESIDENT 1.50 X X 0 0 0 ROBERT WINSTON TRUSTEE 1.50 X 0 0 0 NICOLE WRIGHT TRUSTEE 1.50 X 0 0 0 ROBERTA HONG TRUSTEE 1.50 X 0 0 0 SUSAN PORTNOI TREASURER 2.50 X X 0 0 0 BARBARA CURRAN TRUSTEE 1.50 X 0 0 0 WENDY MASTELLER TRUSTEE 1.50 X 0 0 0 LISA PHILLIPS SECRETARY 1.50 X X 0 0 0 AVA SCHLESINGER TRUSTEE 1.50 X 0 0 0 DONNA HUGHES TRUSTEE 1.50 X 0 0 0 EMILY MARCHESE EXECUTIVE DIRECTOR 45.00 X 98325 0 3300 98325 0 3300 0 0 0 0 0 282428 34480 563704 880612 2560 2560 52124 19088 33036 33036 33036 10571 10154 417 417 417 118486 282428 71246 47240 47240 963865 417 0 82836 170765 170765 101625 60410 20649 20566 176840 176840 5485 5353 66 66 28173 23525 2324 2324 20000 20000 33395 23219 5904 4272 14561 4855 4850 4856 30783 15392 7697 7694 5790 5133 657 16470 14000 1317 1153 19156 14367 4789 BUILDING EXPENSE 32971 25162 5206 2603 CLIENT SUPPORT 22951 22951 TRAINING 18665 9338 9327 SPECIAL EVENTS 3453 2263 1190 178 178 701261 573751 63976 63534 860121 1121441 2895 3363 11110 5300 6352 536668 66974 485081 469694 569 2167 10763 21463 1364628 1635691 28428 39894 4866 2200 2965 2615 36259 44709 X 1317669 1578532 10700 12450 1328369 1590982 1364628 1635691 262604 9 0 X X 0 1 X 1 0 X 486739 731941 666777 795012 880612 3561081 486739 731941 666777 795012 880612 3561081 3561081 43841 49815 51737 53849 54693 253935 3815016 0.93340 0.93220 X 0 1 X 180800 180800 311280 43899 267381 7199 3960 3239 13839 10874 2965 23550 8241 15309 469694 X 1062663 9 8455 90334 98798 963865 0 963865 800050 8455 90334 98789 701261 0 701261 PART IV, LINE 2B: ROOTS & WINGS FOUNDATION MAINTAINS CUSTODIAL ACCOUNTS FOR ITS CLIENTS. THE CUSTODIAL ACCOUNTS ARE SET UP TO HOLD FUNDS PAID BY THE CLIENTS TO ROOTS & WINGS FOUNDATION AS A MEANS OF PAYING BILLS AND MONTHLY EXPENSES. AT THE COMPLETION OF THE PROGRAM, THE TOTAL AMOUNT OF FUNDS COLLECTED FROM THE INDIVIDUAL IS THEN RETURNED BACK TO THEM. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND AS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION IS ALSO EXEMPT UNDER TITLE 15 OF THE STATE OF NEW JERSEY, CORPORATIONS AND ASSOCIATIONS NOT-FOR-PROFIT ACT. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAX HAS BEEN PRESENTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS STATED THAT ALL REQUIRED TAX RETURNS WILL BE FILED AND APPLICABLE TAXES PAID IN A TIMELY MANNER. THE FOUNDATION FOLLOWS THE PROVISIONS OF ASC 740-10-50-15, INCOME TAXES. THE STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION RELATED TO THOSE TAX POSITIONS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS AND ACCORDINGLY, HAS NOT RECORDED ANY TAX PROVISION FOR THE YEAR ENDED DECEMBER 31, 2017. HOWEVER, THE FOUNDATION IS SUBJECT TO AUDIT BY THE FEDERAL AND STATE OF NEW JERSEY JURISDICTIONS DURING CERTAIN STATUTORY PERIODS. AS SUCH, CERTAIN TAX POSITIONS COULD BE CHALLENGED AND THE AMOUNTS ULTIMATELY PAID, IF ANY, UPON RESOLUTION OF THE ISSUES RAISED BY THE TAXING AUTHORITIES, MAY DIFFER MATERIALLY FROM THE AMOUNTS FILED. AS REQUIRED BY LAW, THE FOUNDATION FILES INFORMATIONAL RETURNS WITH THE UNITED STATES FEDERAL AND NEW JERSEY AND NEW YORK STATE JURISDICTIONS ON AN ANNUAL BASIS - FORM 990 WITH THE INTERNAL REVENUE SERVICE, FORM CRI-300R WITH THE STATE OF NEW JERSEY, AND FORM CHAR500 WITH THE STATE OF NEW YORK. THESE RETURNS ARE SUBJECT TO EXAMINATION BY THESE AUTHORITIES WITHIN CERTAIN STATUTORILY DEFINED PERIODS ESTABLISHED BY THE RESPECTIVE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 71,246. RENTAL EXPENSES 19,088. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 71,246. RENTAL EXPENSES 19,088. X 0 CDK EVENTS MANAGEMENT 1465 ROUTE 23 SOUTH 189 WAYNE NJ 07470 COORDINATE AND MANAGE 2017 OKTOBERFEST 1 297545 20000 297545 297545 20000 297545 NJ OKTOBERFEST 297545 251526 46019 46019 AUTHOR LUNCHEON 33496 25676 7820 7820 2 8179 5226 2953 2953 339220 282428 56792 56792 56792 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) OKTOBERFEST 2017 1 RENT AND OCCUPANCY ASSISTANCE 18 170765 PART I, LINE 2: GRANTS ARE APPLIED DIRECTLY TO PAYING BILLS AND MONTHLY EXPENSES FOR PURPOSES OF THE YOUTH HOUSING PROGRAM. THESE PAYMENTS FLOW THROUGH THE INTERNAL CONTROL SYSTEM OF THE FOUNDATION. GRANTS ARE USED IN ACCORDANCE WITH ESTABLISHED GUIDELINES. FORM 990, PART VI, SECTION B, LINE 11B ROOTS AND WINGS FOUNDATION 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 PROVIDED TO THE MEMBERS OF THE ORGANIZATIONS GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH A REASONABLE AMOUNT OF TIME TO REVIEW THE FORM 990. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED THROUGH MANAGEMENT TO THE OUTSIDE ACCOUNTING FIRM. ANY APPLICABLE ISSUES ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ROOTS AND WINGS FOUNDATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT REGULARLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE GOVERNING BODY AND MANAGEMENT WILL INVESTIGATE THE ISSUE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST MANAGEMENT AND THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY. THE MEMBER WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE FOUNDATIONS OFFICERS OR KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AN INDEPENDENT BODY. FORM 990, PART VI, SECTION C, LINE 19 ROOTS AND WINGS FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON WRITTEN REQUEST AT THE FOUNDATIONS OFFICE AT 75 BLOOMFIELD AVE, SUITE 303, DENVILLE, NJ, 07834. IN ADDITION FORMS 1023 AS WELL AS THE FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT THE FOUNDATIONS OFFICE AT 75 BLOOMFIELD AVE, SUITE 303, DENVILLE, NJ, 07834. FORM 990 PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR.