2016-04-08T13:09:06-05:00 2015-06-30 221655803 DORFMAN ABRAMS MUSIC LLC 250 PEHLE AVE SUITE 702 SADDLE BROOK NJ 07663 990 2014-07-01 135562202 COMMUNITY SERVICE SOCIETY OF NEW YORK COMM 2122548900 633 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 JEFFREY F RIZZO CFO PRESIDENT/CEO 2122548900 2016-03-30 1 ANDREW SILVERSTEIN CPA P00359249 2014039750 2014 2016-08-17 19:52:53Z X DAVID R JONES 633 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 163616613 0 X WWW.CSSNY.ORG X 1939 NY THE MISSION OF THE COMMUNITY SERVICE SOCIETY OF NEW YORK (CSS) IS TO IDENTIFY PROBLEMS WHICH CREATE A PERMANENT POVERTY CLASS IN NEW YORK CITY, AND TO ADVOCATE THE SYSTEMIC CHANGES REQUIRED TO ELIMINATE SUCH PROBLEMS. CSS WILL FOCUS ON ENABLING, EMPOWERING AND PROMOTING OPPORTUNITIES FOR POOR FAMILIES AND INDIVIDUALS TO DEVELOP THEIR FULL POTENTIAL, TO CONTRIBUTE TO SOCIETY, AND TO REALIZE SOCIAL, ECONOMIC AND POLITICAL OPPORTUNITIES. 36 36 141 2731 0 0 12592645 17558141 188169 441114 33076391 -3805872 94109 60780887 45951314 74974270 372872 505633 0 0 13319915 13734746 54000 54000 1035567 10933508 13835645 24680295 28130024 21271019 46844246 176469028 253333893 14436743 37190917 162032285 216142976 X THE MISSION OF THE COMMUNITY SERVICE SOCIETY OF NEW YORK (CSS) IS TO IDENTIFY PROBLEMS WHICH CREATE A PERMANENT POVERTY CLASS IN NEW YORK CITY, AND TO ADVOCATE THE SYSTEMIC CHANGES REQUIRED TO ELIMINATE SUCH PROBLEMS. CSS WILL FOCUS ON ENABLING, EMPOWERING AND PROMOTING OPPORTUNITIES FOR POORFAMILIES AND INDIVIDUALS TO DEVELOP THEIR FULL POTENTIAL, TO CONTRIBUTE TO SOCIETY, AND TO REALIZE SOCIAL, ECONOMIC AND POLITICAL OPPORTUNITIES. 0 0 13485769 163190 CSS'S HEALTH INITIATIVES DEPARTMENT CONDUCTS HEALTH COVERAGE POLICY RESEARCH, ADVOCATES FOR QUALITY AFFORDABLE COVERAGE FOR ALL, AND PROVIDES EDUCATION AND DIRECT HEALTH COVERAGE ASSISTANCE TO NEW YORK CONSUMERS. SINCE NOVEMBER 2010, THE COMMUNITY HEALTH ADVOCATES (CHA) PROGRAM HAS SERVED AS THE NEW YORK STATE DEPARTMENT OF HEALTH'S DESIGNATED CONSUMER ASSISTANCE PROGRAM. CHA'S ACCOMPLISHMENTS DURING FY 2015 INCLUDE: HELPED INDIVIDUALS THROUGH ONE-ON-ONE ASSISTANCE AND EDUCATION SESSIONS IN 31,839 CASES. CHA PARTNERED WITH COMMUNITY-BASED ORGANIZATIONS. IN 2013, CSS WAS AWARDED A GRANT TO LEAD NEW YORK'S LARGEST NAVIGATOR NETWORK, CSS'S NAVIGATOR NETWORK (CNN), WITH 38 COMMUNITY-BASED ORGANIZATION PARTNERS. NAVIGATORS HELP CONSUMERS ENROLL IN COVERAGE THROUGH THE NY STATE OF HEALTH MARKETPLACE. CNN HELPED CONSUMERS IN 62,528 CASES DURING FY 2015. THE HEALTH INITIATIVES DEPARTMENT HAS 25 TRAINED AND ACTIVE VOLUNTEERS. SINCE DECEMBER 2014, CSS HAS ADMINISTERED THE INDEPENDENT CONSUMER ADVOCACY NETWORK (ICAN), NEW YORK'S MEDICAID MANAGED LONG-TERM CARE OMBUDSPROGRAM. IN FY 2015, ICAN SERVED CONSUMERS IN 13,968 CASES WITH 8 COMMUNITY-BASED ORGANIZATIONS AND FIVE SPECIALIST AGENCIES. THROUGH THE HARLEM HEALTH ADVOCACY PARTNERS PROGRAM, CSS STAFF SERVED CONSUMERS IN 512 DIRECT ASSISTANCE CASES AND 430 PRESENTATION CASES. 2277904 201160 RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP)THE RSVP PROGRAM RECRUITS, TRAINS, PLACES AND RECOGNIZES ABOUT 3,000 OLDER ADULT VOLUNTEERS THROUGHOUT THE FIVE BOROUGHS WHO SERVE AT OVER 300 NONPROFIT AGENCIES AND PROPRIETARY HEALTH CARE FACILITIES. RSVP CONDUCTS ITS OWN PROGRAMS IN THE AREAS OF FINANCIAL COUNSELING AND COACHING, MENTORING TROUBLED YOUTH AND CHILDREN OF INCARCERATED PARENTS, BENEFIT COUNSELING AND DISASTER PREPAREDNESS. RSVP ALSO RECRUITS AND PLACES VOLUNTEERS AT PARTNERING AGENCIES. AMONG THE SERVICES THEY PROVIDE ARE DELIVERING MEALS TO HOMEBOUND OLDER ADULTS AND PEOPLE WITH DISABILITIES, PREPARING AND SERVING MEALS AT SOUP KITCHENS, FOOD PANTRIES AND SENIOR CENTERS, SERVING AS CONVERSATION PARTNERS IN ENGLISH AS A SECOND LANGUAGE PROGRAMS, TUTORING IN ADULT LITERACY PROGRAM, SERVING AS OMBUDSMEN TO ENSURE THE RIGHTS OF NURSING HOME AND LONG TERM CARE FACILITY RESIDENTS, SERVING AS FRIENDLY VISITORS TO NURSING HOME RESIDENTS, HOSPITAL PATIENTS AND HOMEBOUND OLDER ADULTS, SERVING AS DOCENTS AND PROVIDING ASSISTANCE AT MUSEUMS, PARKS, BOTANICAL GARDENS AND ZOOS. RSVP HOLDS SEVERAL RECOGNITION EVENTS HONORING VOLUNTEER ACHIEVEMENTS EACH YEAR.DURING THE PERIOD 7/1/14 - 6/30/15, 2,477 VOLUNTEERS SERVED IN THE RSVP PROGRAM. 949097 EXPERIENCE CORPS MOBILIZES OLDER ADULTS WITH THE COMMUNITY TO PROVIDE TUTORIAL SERVICES TO CHILDREN WHO ARE IN DANGER OF ACADEMIC FAILURE. DURING THE 2014- 2015 SCHOOL YEAR, THE OBJECTIVE AND GOALS OF THE PROGRAM WAS TO CREATE NINE TEAMS OF OLDER ADULTS VOLUNTEERS AND PLACE THEM NINE SCHOOLS TO PROVIDE A MINIMUM OF 35 TUTORIAL SESSIONS TO OUR ONE ON ONE STUDENTS AND PROVIDE ASSISTANCE TO TEACHERS IN 65 CLASSROOMS ACROSS NINE SCHOOLS. EXPERIENCE CORPS RECRUITED TRAINED AND PLACED AND RECOGNIZED 85 OLDER ADULT VOLUNTEERS THROUGHOUT THREE BOROUGHS. IN FISCAL 2015 SCHOOL YEAR, VOLUNTEERS PROVIDED 27,397 HOURS OF TUTORING TO 1029 CHILDREN IN NINE SCHOOLS IN THE BRONX, QUEENS AND MANHATTAN. EC VOLUNTEERS WORK 16 HOURS A WEEK FOR 4 DAYS A WEEK FROM OCTOBER - JUNE. VOLUNTEERS RECEIVED 32 HOURS OF PRE-SERVICE AND ONGOING TRAINING FOR THE YEAR . VOLUNTEERS WERE TRAINING USING THE TUTORING CURRICULUM BOOK BUDDIES. STUDENTS RECEIVED INDIVIDUALIZED LESSON PLANS AND THIS YEAR THEY RECEIVED 11,403 LESSONS/SESSIONS OF TUTORING FOR FISCAL YEAR 2015 AND THEY READ A TOTAL OF 6,593 BOOKS. STUDENTS' ASSESSMENTS REVEALED THAT CHILDREN AT EACH SCHOOL MADE SIGNIFICANT ACADEMIC STRIDES AND 100% PERCENT OF THOSE SERVED THROUGH ONE ON ONE TUTORING IMPROVED THEIR PALS SCORES, THE MAJORITY OF WHOM JUMPED AT LEAST ONE READING LEVEL. OVERALL PERCENTAGE CHANGE IN PRE AND POST SCORES BY BOROUGH WAS AS FOLLOWS: 80% FOR KINDERGARTEN STUDENTS, 77% FOR 1ST-2ND GRADERS IN THE BRONX, 204% FOR KINDERGARTEN STUDENTS, 42% FOR 1ST AND 2ND GRADERS IN QUEENS, IN MANHATTAN, 65% FOR 1ST GRADE AND 18% FOR 2ND GRADE. TEACHERS SURVEY OUTCOMES WERE ALSO INCREDIBLY POSITIVE. TEACHERS REPORTED THAT 67% OF THE STUDENTS DEMONSTRATED IMPROVED CLASSROOM BEHAVIOR AND 91% OF TEACHERS REPORTED THAT VOLUNTEERS HAD A SIGNIFICANT IMPACT ON IMPROVING STUDENT PERFORMANCE. 6205297 141283 441114 OTHER PROGRAM SERVICES 6205297 141283 441114 22918067 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 243 0 141 1 0 0 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY NJ CT FL X X JEFFREY F RIZZO CFO 2122548900 633 THIRD AVENUE 10TH FLOOR NEW YORK NY 10010 DEBORAH M SALE CHAIRPERSON 1.00 X X 0 0 0 JOSEPH R HARBERT PHD VICE CHAIRPERSON 1.00 X X 0 0 0 RALPH DACOSTA-NUNEZ TREASURER 1.00 X X 0 0 0 STEVEN BROWN SECRETARY 1.00 X X 0 0 0 TERRY AGRISS TRUSTEE 1.00 X 0 0 0 SYLVIA E DI PIETRO ESQ TRUSTEE 1.00 X 0 0 0 JOSEPH J HASLIP TRUSTEE 1.00 X 0 0 0 NICHOLAS A GRAVANTE JR ESQ TRUSTEE 1.00 X 0 0 0 JUDY CHAMBERS TRUSTEE 1.00 X 0 0 0 LEISLE LIN TRUSTEE 1.00 X 0 0 0 MICHAEL HORODNICEANU PHD TRUSTEE 1.00 X 0 0 0 JOYCE L MILLER TRUSTEE 1.00 X 0 0 0 HON KELLY O'NEILL LEVY ESQ TRUSTEE 1.00 X 0 0 0 FLORENCE H FRUCHER TRUSTEE 1.00 X 0 0 0 HON CAROL SHERMAN ESQ TRUSTEE 1.00 X 0 0 0 BARBARA NEVINS TAYLOR TRUSTEE 1.00 X 0 0 0 DAVID J POLLAK TRUSTEE 1.00 X 0 0 0 MARLA EISLAND SPRIE ESQ TRUSTEE 1.00 X 0 0 0 MAGDA JIMENEZ TRAIN ESQ TRUSTEE 1.00 X 0 0 0 MARK E LIEBERMAN TRUSTEE 1.00 X 0 0 0 CAROL L O'NEALE TRUSTEE 1.00 X 0 0 0 RICHE T MCKNIGHT ESQ TRUSTEE 1.00 X 0 0 0 MICHELLE WEBB TRUSTEE 1.00 X 0 0 0 MICAH C LASHER TRUSTEE 1.00 X 0 0 0 ABBY WENZEL ESQ TRUSTEE 1.00 X 0 0 0 JEFFREY J WEAVER TRUSTEE 1.00 X 0 0 0 MARK A WILLIS TRUSTEE 1.00 X 0 0 0 JERRY WEBMAN TRUSTEE 1.00 X 0 0 0 ROSALIE MARGOLIS TRUSTEE 1.00 X 0 0 0 GEOFFREY NEWMAN TRUSTEE 1.00 X 0 0 0 ERIC GIOIA ESQ TRUSTEE 1.00 X 0 0 0 HON BETSY GOTBAUM TRUSTEE 1.00 X 0 0 0 REGAN KELLEY ORILLAC TRUSTEE 1.00 X 0 0 0 MARGARITA ROSA ESQ TRUSTEE 1.00 X 0 0 0 KEN SUNSHINE TRUSTEE 1.00 X 0 0 0 PHYLLIS TAYLOR TRUSTEE 1.00 X 0 0 0 DAVID R JONES ESQ PRESIDENT/CEO 35.00 X 657291 0 82836 STEVEN L KRAUSE EXECUTIVE V.P./COO 35.00 X 647314 0 79336 JEFFREY F RIZZO CHIEF FINANCIAL OFFICER 35.00 X 191179 0 42235 ELISABETH BENJAMIN VP HEALTH INITIATIVES 35.00 X 202969 0 20033 ALINA MOLINA DIR VOL INITIATIVES 35.00 X 169500 0 22344 NANCY RANKIN VP POLICY 35.00 X 179799 0 4858 JUDITH WHITING GENERAL COUNSEL 35.00 X 176418 0 5883 JEFFREY MACLIN DIR PUBLIC RELATIONS 35.00 X 146452 0 24892 MELISSA KOSTOVSKI VP-DEVELOPMENT 35.00 X 153012 0 0 JANEENE FREEMEN DIRECTOR - GOVERNMENT RELATIONS 35.00 X 162723 0 0 2686657 0 282417 19 0 1 0 ANDERSON KILL & OLICK PC 1251 AVENUE OF THE AMERICAS NEW YORK NY 10020 LEGAL SERVICES 151570 LOEB & TROPER LLP 655 THIRD AVENUE NEW YORK NY 10017 AUDITING 150150 FAIRCOM NEW YORK INC 12 WEST 27TH STREET NEW YORK NY 10001 FUNDRAISING 135536 FRANCIS J SANZILLO & ASSOCIATES PO BOX 341 AMAWALK NY 10501 LOBBYING SERVICES 120000 LAKE RESEARCH PARTNERS 1726 M STREET NW SUITE 1100 WASHINGTON DC DC 20036 SURVEY 109955 6 27165 13538027 3992949 17558141 PROGRAM SERVICE FEES 611420 351114 351114 MANAGEMENT FEES 561000 90000 90000 441114 2228574 2228574 82501334 87014055 1521725 -4512721 -1521725 -6034446 -6034446 169450 27165 106563 62887 62887 GAIN IN INV. IN UNITED CHAR 531390 60718000 60718000 60718000 74974270 441114 0 56975015 X 237706 237706 267927 267927 2097969 969562 1053904 74503 8242721 6628809 1138245 475667 91890 58521 31638 1731 2650105 1941519 556687 151899 652061 564078 47084 40899 46180 46180 87000 87000 176736 176736 54000 54000 10402658 10206500 160599 35559 89246 25252 12741 51253 1159938 844183 254931 60824 282701 183136 98724 841 362732 220655 138222 3855 110421 110421 296736 236632 49411 10693 144011 22604 121407 TELEPHONE AND COMMUNICA 217247 127490 87347 2410 EQUIPMENT RENTAL 201378 41500 151563 8315 SUPPLIES 135804 113822 19880 2102 POSTAGE 94747 23325 10406 61016 28110 28110 28130024 22918067 4176390 1035567 19900 699687 2923481 4025864 4621344 362972 8937347 26828 4049 78596 678283 32478208 0 1803787 32478208 129553469 164520467 37074602 41994037 176469028 253333893 5263432 6965385 9173311 30225532 14436743 37190917 X 71634251 125355553 26664404 27710793 63733630 63076630 162032285 216142976 176469028 253333893 X 46844246 204974 -606272 225004 7442739 X X 0 1 X 1 1 1 X 7797096 11244184 13817729 12592645 17727591 63179245 7797096 11244184 13817729 12592645 17727591 63179245 483031 62696214 3996930 3790383 3710007 3600914 2228574 17326808 263931 84401 348332 18643 165615 105913 94109 384280 81238665 1115583 0.77180 0.72500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 176736 176736 22741331 22918067 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 218386 237177 130663 176736 762962 250000 250000 250000 250000 1000000 1500000 0 31616056 636973 636973 31616056 32127824 3942582 4454350 31616056 31876515 2950103 2698794 32127824 31993326 980726 1097537 31876515 29094535 5126291 2227500 31993326 0.00000 0.92030 0.07970 0 0 5034552 5034552 23550930 23550930 2991879 2991879 900847 900847 32478208 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 33982129 INVESTMENT IN THE UNITED CHARITIES 8011908 41994037 POST-EMPLOYMENT BENEFITS 8525532 LINE OF CREDIT 21700000 30225532 X 81507625 7139481 -606126 6533355 74974270 0 74974270 28130024 0 28130024 0 28130024 PART V, LINE 4: COMMUNITY SERVICE SOCIETY OF NEW YORK ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR DIRECT SERVICE PROGRAMS. PART X, LINE 2: AS OF JUNE 30, 2015, MANAGEMENT BELIEVES THAT BASED ON EVALUATION OF THE SOCIETY'S TAX POSITIONS THAT ANY LIABILITY AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD NOT BE MATERIAL. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS TO ASSIST IN EVALUATING THE SOCIETY'S TAX POSITIONS. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED AS PART OF AN INCOME TAX PROVISION. INCOME TAX RETURNS ARE FILED ONLY WITH THE U.S. FEDERAL JURISDICTION AS STATE AND LOCAL TAX RETURNS ARE NOT APPLICABLE. U.S. FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2011 ARE CLOSED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST INCOME ON BOOKS OF FRIENDS OF RSVP 146. INVESTMENT EXPENSES NETTED AGAINST INVESTMENT RETURN -606,272. X X X X X X X 1 FAIRCOM NEW YORK 12 WEST 27TH STREET 13TH FLOOR NEW YORK NY 10001 DESIGNS AND SUPERVISES DIRECT MAIL PROGRAM 0 173600 54000 119600 173600 54000 119600 NY CT FL NJ GALA 196615 27165 169450 336 6500 61492 10500 27735 196615 27165 169450 336 6500 61492 10500 27735 106563 62887 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PRE-AGREED UPON MONTHLY FEE AS STATED IN CONTRACT BETWEEN THE AGENCY AND FUNDRAISER. 1 HARTLEY HOUSE 413 WEST 46TH ST NEW YORK NY 10036 131656652 501(C)(3) 39597 HEALTH INITIATIVES CITY LIMITS NEWS INC 394 BROADWAY NEW YORK NY 10013 270218689 501(C)(3) 135000 PUBLIC INTEREST RAZOO FOUNDATION 1020 19TH STREET WASHINGTON DC DC 20036 272499903 501(C)(3) 6000 HEALTH INITIATIVES THE CHILDREN'S AID SOCIETY 105 EAST 22ND STREET NEW YORK NY 10010 135562191 501(C)(3) 5850 HEALTH INITIATIVES INDIVIDUAL SUPPORT 167 16574 TRANSPORTAION 258 26376 EDUCATION - TRAINING 36 6356 VACATION - CAMPING 19 17580 DENTAL & MEDICAL FEES 31 43415 FOOD - INDIVIDUAL 10 2326 UTILITIES/UTILITIES IN ARREARS 16 3999 RENT OR RENT IN ARREARS OR SECURITY DEPOSIT 136 138196 EMPLOYMENT - RELATED EXPENSES 74 13105 PART I, LINE 2: THE AGENCY MAINITAINS FINANCIAL GUIDELINES THAT DICTATE WHO MAY RECEIVE A GRANT AND WHAT THE AMOUNTS OF THOSE GRANTS WILL BE. THE FINANCIAL GUIDELINES ALSO DICTATE THE KIND OF SUPPORTING DOCUMENTATION A POTENTIAL GRANTEE NEEDS TO PROVIDE IN ORDER TO BE ELIGIBLE AND RECEIVE PAYMENT FOR A GRANT. CASE MANAGERS WHO WORK DIRECTLY WITH THE CLIENTS ASSESS THEIR NEEDS AND MAINTAIN A FILE WITH ALL REQUIRED DOCUMENTATION AND ENSURE THAT GRANT FUNDS ARE APPROPRIATELY USED. THE FINANCE DEPARTMENT AUDITS REQUESTS FOR GRANTS AND VERIFIES THAT ALL DOCUMENTS SUBMITTED ARE SUBSTANTIAL AND ADHERE TO THE FINANCIAL GUIDELINES. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 DAVID R JONES ESQ PRESIDENT/CEO 521575 0 108693 0 27023 0 38500 0 44336 0 740127 0 0 0 STEVEN L KRAUSE EXECUTIVE V.P./COO 525583 0 98269 0 23462 0 35000 0 44336 0 726650 0 0 0 JEFFREY F RIZZO CHIEF FINANCIAL OFFICER 166987 0 23400 0 792 0 5000 0 37235 0 233414 0 0 0 ELISABETH BENJAMIN VP HEALTH INITIATIVES 175693 0 27000 0 276 0 5000 0 15033 0 223002 0 0 0 ALINA MOLINA DIR VOL INITIATIVES 149484 0 19500 0 516 0 4556 0 17788 0 191844 0 0 0 NANCY RANKIN VP POLICY 157307 0 21700 0 792 0 3600 0 1258 0 184657 0 0 0 JUDITH WHITING GENERAL COUNSEL 153402 0 22500 0 516 0 4625 0 1258 0 182301 0 0 0 JEFFREY MACLIN DIR PUBLIC RELATIONS 129926 0 16250 0 276 0 1200 0 23692 0 171344 0 0 0 MELISSA KOSTOVSKI VP-DEVELOPMENT 137042 0 0 0 15970 0 0 0 0 0 153012 0 0 0 JANEENE FREEMEN DIRECTOR - GOVERNMENT RELATIONS 135431 0 0 0 27292 0 0 0 0 0 162723 0 0 0 PART I, LINE 1A THE CEO/PRESIDENT, DAVID R. JONES RECEIVED THE FOLLOWING BENEFITS DURING THE CALENDAR YEAR 2014: MEMBERSHIP FEES TO VARIOUS ORGANIZATIONS LONGTERM DISABLITY AND LIFE INSURANCE PREMIUMS PERSONAL USE OF VEHICLE THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B SECTION 457F PLAN: DAVID R. JONES: $16,000 STEVEN L. KRAUSE: $12,500 PART I, LINE 7 THE CURRENT BONUS STRUCTURE FOR CSS NON-BARGAINING UNIT STAFF IS BASED UPON A COMPENSATION PROGRAM DEVELOPED IN CONJUNCTION WITH THE HAY GROUP. IN ESSENCE IT PROVIDES FOR BONUSES TO BE PAID TO MANAGEMENT STAFF BASED UPON TOTAL PERFORMANCE AND THE MEETING OF INDIVIDUAL AND ORGANIZATIONAL GOALS. THE HIGHER THE LEVEL OF THE POSITION HELD BY A STAFF MEMBER THE GREATER THE EMPHASIS ON ORGANIZATIONAL GOALS VERSUS INDIVIDUAL GOALS AND THE HIGHER THE POTENTIAL PERCENTAGE BONUS. FORM 990, PART VI, SECTION B, LINE 11 ELECTRONICALLY DISTRIBUTE THE 990 TO ALL BOARD OF TRUSTEE MEMBERS FOR INFORMATION, REVIEW, AND FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE DISTRIBUTED AND SIGNED ANNUALLY AT THE JUNE BOARD MEETING. ALL TRUSTEES/OFFICERS/BOARD MEMBERS HAVE ONGOING DUTY TO DISCLOSE ANY CONFLICTS ARISING THROUGOUT THE YEAR. THE HUMAN RESOURCES COMMITTEE OF THE BOARD MONITORS AND REVIEWS COMPLETED FORMS. IF THERE IS A CONFLICT THE BOARD IS NOTIFIED OF THE CONFLICT. IF SUCH CONFLICT CANNOT BE RESOLVED THE BOARD MEMBER/TRUSTEE/OFFICER IS ASKED TO RESIGN OR TAKE A LEAVE OF ABSENCE. EMPLOYEES ARE NOT REQUIRED TO SIGN THE CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT & CEO IS SET BY THE BOARD OF TRUSTEES. BOARD ACTION IS BASED ON PERIODIC REVIEW BY OUTSIDE INDEPENDENT COMPENSATION AND CLASSIFICATION EXPERTS UNDERTAKEN AT THE DIRECTION OF THE HUMAN RESOURCES COMMITTEE OF THE BOARD. THE INDEPENDENT COMPENSATION COUNSULTANT CONDUCTS A COMPENSATION SURVEY AND PRESENTS THE FINDINGS TO THE HUMAN RESOURCES COMMITTEE. THE BOARD SIGNS A WRITTEN EMPLOYMENT CONTRACT WITH THE PRESIDENT AND CEO. THE LAST TIME A COMPENSATION STUDY WAS DONE WAS MARCH 2013. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY'S FINANCIAL STATEMENTS AND INFORMATIONAL RETURNS ARE AVAILABLE TO THE PUBLIC VIA THE AGENCY'S WEBSITE. THE AGENCY'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND INFORMATIONAL RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS HEADQUARTERS; 633 THIRD AVENUE, TENTH FLOOR, NEW YORK NY 10017. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,691,595. MANAGEMENT AND GENERAL EXPENSES 160,599. FUNDRAISING EXPENSES 35,559. TOTAL EXPENSES 1,887,753. SUBCONTRACTING EXPENSE - NAVIGATOR: PROGRAM SERVICE EXPENSES 4,514,194. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,514,194. SUBCONTRACTING EXPENSE - ESTABLISHMENT: PROGRAM SERVICE EXPENSES 2,043,536. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,043,536. SUBCONTRACTING EXPENSE - ABD: PROGRAM SERVICE EXPENSES 263,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,750. SUBCONTRACTING EXPENSE - SOFA: PROGRAM SERVICE EXPENSES 75,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,000. SUBCONTRACTING EXPENSE - ICAN: PROGRAM SERVICE EXPENSES 1,618,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,618,425. FORM 990, PART XI, LINE 9: CHANGE IN UNITED CHARITIES 5,889,764. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1,044,743. PENSION ADJUSTMENT 508,232. FORM 990. PART XII, LINE 2C ANNUALLY THE AUDIT COMMITTEE MEETS WITH AUDITORS TO REVIEW DRAFT FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEARS. FRIENDS OF RSVP INC C/O CSS NY 633 THIRD AVE 10TH FLOOR NEW YORK NY 10017 133335293 FUNDRAISING FOR RSVP PROGRAM NY 501 (C)(3) PF CSS 1 INSTITUTE FOR COMMUNITY EMPOWERMENT C/O CSS NY 633 THIRD AVE 10TH FLOOR NEW YORK NY 10017 133473143 PERFORM CERTAIN ELECTORAL ADVOCACY, RESEARCH AND LOBBYING ACTIVITIES NY 501 (C)(4) CSS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FRIENDS OF RSVP INC N 0 NO FEES WERE CHARGED FY15 FRIENDS OF RSVP INC O 0 NO FEES WERE CHARGED FY15 INSTITUTE FOR COMMUNITY EMPOWERMENT N 0 NO FEES WERE CHARGED FY15 INSTITUTE FOR COMMUNITY EMPOWERMENT O 0 NO FEES WERE CHARGED FY15