UPPER MANHATTAN EMPOWERMENT ZONE DEVELOPMENT CORPORATION: Form 990, tax year 2012
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- Organization
- UPPER MANHATTAN EMPOWERMENT ZONE DEVELOPMENT CORPORATION (EIN 13-3808669)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201421339349303167
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T12:33:53-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161170608 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOSKI & CO CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ESSJAY RD SUITE 115 | AddressLine1 |
| City | WILLIAMSVILLE | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133808669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER MANHATTAN EMPOWERMENT ZONE | BusinessNameLine1 |
| Business Name Line2 | DEVELOPMENT CORPORATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPPE | NameControl |
| Phone | 2124100030 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 125TH STREET 11TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOPE D KNIGHT | Name |
| Title | COO | Title |
| Phone | 2124100030 | Phone |
| Date Signed | 2014-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN T O'BRIEN | Name |
| PTIN | P01253588 | PTIN |
| Phone | 7166340700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HOPE D KNIGHT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 125TH STREET 11TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4346025 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UMEZ.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO SUSTAIN THE ECONOMIC REVITALIZATION OF ALL COMMUNITIES IN UPPER MANHATTAN | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3822261 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3254870 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1533982 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 907913 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 193563 | InvestmentIncomePriorYear |
| Investment Income Current Year | 145330 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 31512 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37912 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5581318 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4346025 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3451842 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2636935 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2345135 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2101516 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 859772 | OtherExpensePriorYear |
| Other Expenses Current Year | 1189583 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6656749 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5928034 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1075431 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1582009 | RevenuesLessExpensesCY |
| Total Assets BOY | 83797643 | TotalAssetsBOY |
| Total Assets EOY | 82190873 | TotalAssetsEOY |
| Total Liabilities BOY | 19194206 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19169445 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64603437 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 63021428 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUSTAIN THE ECONOMIC REVITALIZATION OF ALL COMMUNITIES IN UPPER MANHATTAN | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4587435 | Expense |
| Grants | 2636935 | Grants |
| Revenue | 945825 | Revenue |
| Description | TO SUSTAIN THE ECONOMIC REVITALIZATION OF ALL COMMUNITIES IN UPPER MANHATTAN THROUGH JOB CREATION, CORPORATE ALLIANCES, STRATEGIC INVESTMENTS AND SMALL BUSINESS ASSISTANCE. | Description |
| Total Program Service Expense | 4587435 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTRAM GIBSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2124100030 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 125TH STREET 11TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARIO L BAEZA | |||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| RONALD BENJAMIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KEVIN G CHAVERS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| NANCY DEVINE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ANTHONY Q FLETCHER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOSEPH J JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ELISABETH MASON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| HARRIET MICHEL | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CLARENCE MITCHELL | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| PAMELA PALANQUE NORTH | |||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| ZEAD RAMADAM | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| O PETER SHERWOOD | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| DR KEITH TAYLOR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MATTHEW WASHINGTON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KENNETH J KNUCKLES | |||||||
| C.E.O. | 37.50 | X | 247336 | 0 | 106185 | ||
| HOPE D KNIGHT | |||||||
| C.O.O. | 37.50 | X | 161403 | 0 | 21965 | ||
| BERTRAM GIBSON | |||||||
| C.F.O. | 37.50 | X | 130662 | 0 | 7004 | ||
| BLAIR DUNCAN | |||||||
| GENERAL COUNSEL | 37.50 | 154518 | 0 | 27908 | X | ||
| VERDERY ROOSEVELT | |||||||
| SVP CULTURAL AFFAIRS | 37.50 | 134940 | 0 | 13795 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 828859 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 176857 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 3254870 | GovernmentGrants |
| Total Contributions | 3254870 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST INCOME-LOANS | Description |
| Business Code | 925120 | BusinessCode |
| Total Revenue Column | 907913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 907913 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 907913 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145330 | TotalRevenueColumn |
| Exclusion | $145,330 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE FEES | 925120 | 20000 | 20000 |
| OTHER | 900099 | 17912 | 17912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37912 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4346025 | TotalRevenueColumn |
| Related Or Exempt Function Income | 945825 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $145,330 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2636935 | Total |
| Program Services | 2636935 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674555 | Total |
| Program Services | 371005 | ProgramServices |
| Management And General | 303550 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000940 | Total |
| Program Services | 550518 | ProgramServices |
| Management And General | 450422 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296294 | Total |
| Program Services | 162961 | ProgramServices |
| Management And General | 133333 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129727 | Total |
| Program Services | 71350 | ProgramServices |
| Management And General | 58377 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76187 | Total |
| Program Services | 41903 | ProgramServices |
| Management And General | 34284 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37210 | Total |
| Management And General | 37210 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129731 | Total |
| Program Services | 71352 | ProgramServices |
| Management And General | 58379 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48489 | Total |
| Program Services | 26669 | ProgramServices |
| Management And General | 21820 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281577 | Total |
| Program Services | 154867 | ProgramServices |
| Management And General | 126710 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15649 | Total |
| Program Services | 8607 | ProgramServices |
| Management And General | 7042 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51713 | Total |
| Program Services | 28442 | ProgramServices |
| Management And General | 23271 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35282 | Total |
| Program Services | 19405 | ProgramServices |
| Management And General | 15877 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROJECTS & INITIATIVES | 327470 | 327470 | |
| TELEPHONE | 56464 | 31055 | 25409 |
| BAD DEBT | 30000 | 30000 | |
| EQUIPMENT RENTAL | 19065 | 10486 | 8579 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80746 | Total |
| Program Services | 44410 | ProgramServices |
| Management And General | 36336 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5928034 | Total |
| Program Services | 4587435 | ProgramServices |
| Management And General | 1340599 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50618341 | BOY |
| EOY | 56037944 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5399489 | BOY |
| EOY | 1548081 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22889684 | BOY |
| EOY | 20448101 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28813 | BOY |
| EOY | 38394 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 888286 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 467437 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446152 | BOY |
| EOY | 420849 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4415164 | BOY |
| EOY | 3697504 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83797643 | BOY |
| EOY | 82190873 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322904 | BOY |
| EOY | 424427 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18179209 | BOY |
| EOY | 17906936 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692093 | BOY |
| EOY | 838082 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19194206 | BOY |
| EOY | 19169445 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64603437 | BOY |
| EOY | 63021428 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64603437 | BOY |
| EOY | 63021428 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83797643 | BOY |
| EOY | 82190873 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1582009 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18356027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9480051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7473308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3822261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3254870 | CurrentTaxYear |
| Total | 42386517 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18356027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9480051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7473308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3822261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3254870 | CurrentTaxYear |
| Total | 42386517 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 42386517 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2306281 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1429640 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1415036 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1727545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1053243 | CurrentTaxYear |
| Total | 7931745 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 229880 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6698 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97237 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37912 | CurrentTaxYear |
| Total | 403239 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 50721501 | TotalSupport |
| Public Support Pertcentage170 | 0.83570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84570 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 401530 | OtherCostOrOtherBasis |
| Depreciation | 61306 | Depreciation |
| Book Value | 340224 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 384901 | OtherCostOrOtherBasis |
| Depreciation | 331897 | Depreciation |
| Book Value | 53004 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101855 | OtherCostOrOtherBasis |
| Depreciation | 74234 | Depreciation |
| Book Value | 27621 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 420849 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $715,073 |
| DEFERRED RENT OBLIGATION | $123,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 838082 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4346025 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 4346025 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4346025 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5928034 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5928034 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5928034 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | UMEZ IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE CONSOLIDATING FINANCIAL STATEMENTS. UMEZ HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. UMEZ PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE UMEZ HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN THE CONSOLIDATING FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY UMEZ ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. UMEZ IS NO LONGER SUBJECT TO TAX EXAMINATION FOR THE YEARS ENDED JUNE 30, 2009, AND PRIOR. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 1199 SEIU | |||||||
| PO BOX 842 | NEW YORK | NY | 10036 | 134063281 | 501(C)(3) | 16900 | DEVELOPMENT |
| AUDUBON PARTNERSHIP FOR ECONOMIC DEVELOPMENT (APED) | |||||||
| 513 WEST 207TH STREET | NEW YORK | NY | 10034 | 133927797 | 501(C)(3) | 207607 | DEVELOPMENT |
| BUSINESS RESOURCE AND INVESTMENT SERVICE CENTER | |||||||
| 55 WEST 125TH STREET 11TH FLOOR | NEW YORK | NY | 10027 | 133925609 | 501(C)(3) | 217875 | DEVELOPMENT |
| COMMUNITY WORKS | |||||||
| 55 WEST END AVENUE | NEW YORK | NY | 10023 | 133580813 | 501(C)(3) | 1115 | DEVELOPMENT |
| DANCE THEATRE OF HARLEM | |||||||
| 466 WEST 152ND STREET | NEW YORK | NY | 10031 | 132642091 | 501(C)(3) | 125000 | DEVELOPMENT |
| EAST HARLEM BUSINESS CAPITAL CORPORATION | |||||||
| 2261-63 FIRST AVENUE 3RD FLOOR | NEW YORK | NY | 10035 | 133999276 | 501(C)(3) | 280413 | DEVELOPMENT |
| FIRELIGHT | |||||||
| 68 EAST 131ST STREET 7TH FLOOR | NEW YORK | NY | 10037 | 113489379 | 501(C)(3) | 101250 | DEVELOPMENT |
| HARLEM ARTS ALLIANCE IV | |||||||
| 229 WEST 135TH STREET | NEW YORK | NY | 10030 | 470873119 | 501(C)(3) | 137500 | DEVELOPMENT |
| HARLEM BUSINESS ALLIANCE VI | |||||||
| 275 LENOX AVENUE | NEW YORK | NY | 10027 | 133591350 | 501(C)(3) | 254927 | DEVELOPMENT |
| HOT BREAD KITCHEN | |||||||
| 1607 PARK AVE | NEW YORK | NY | 10029 | 263332972 | 501(C)(3) | 50000 | DEVELOPMENT |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | |||||||
| 2700 F STREET | WASHINGTON | DC | 20566 | 530245017 | 501(C)(3) | 40000 | DEVELOPMENT |
| MARKETING INITIATIVE- UPPER MANHATTAN EMPOWERMENT ZONE | |||||||
| 55 WEST 125TH STREET 11TH FLOOR | NEW YORK | NY | 10027 | 133380669 | 501(C)(3) | 46690 | DEVELOPMENT |
| MORRIS-JUMEL MANSION | |||||||
| 65 JUMEL TERRACE | NEW YORK | NY | 10032 | 132800646 | 501(C)(3) | 8585 | DEVELOPMENT |
| NATIONAL JAZZ MUSEUM | |||||||
| 104 EAST 126TH STREET | NEW YORK | NY | 10035 | 133853627 | 501(C)(3) | 156700 | DEVELOPMENT |
| NORTHERN MANHATTAN ARTS ALLIANCE | |||||||
| 178 BENNETT AVE | NEW YORK | NY | 10040 | 261997496 | 501(C)(3) | 66667 | DEVELOPMENT |
| NEW YORK WOMEN'S CHAMBER OF COMMERCE | |||||||
| 1524 AMSTERDAM AVENUE | NEW YORK | NY | 10031 | 141845651 | 501(C)(3) | 212344 | DEVELOPMENT |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | 131624098 | 501(C)(3) | 33500 | DEVELOPMENT |
| TOSTOBUENO - WOMEN'S HEALTH VENTURE FUND | |||||||
| 501(C)(3) | 5000 | DEVELOPMENT | |||||
| RESEARCH FOUNDATION OF CUNY | |||||||
| 101 WEST 31ST STREET 12TH FLOOR | NEW YORK | NY | 10001 | 131988190 | 501(C)(3) | 10283 | DEVELOPMENT |
| APOLLO THEATRE FOUNDATION | |||||||
| 253 WEST 125TH STREET | NEW YORK | NY | 10027 | 133630066 | 501(C)(3) | 590970 | DEVELOPMENT |
| CLASSICAL THEATER OF HARLEM | |||||||
| 566 WEST 159TH STREET SUITE 44 | NEW YORK | NY | 10032 | 134046782 | 501(C)(3) | 73609 | DEVELOPMENT |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH J KNUCKLES | ||||||||||||||
| C.E.O. | 247336 | 0 | 0 | 0 | 0 | 0 | 60000 | 0 | 46185 | 0 | 353521 | 0 | 0 | 0 |
| HOPE D KNIGHT | ||||||||||||||
| C.O.O. | 161403 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21965 | 0 | 183368 | 0 | 0 | 0 |
| BLAIR DUNCAN | ||||||||||||||
| GENERAL COUNSEL | 154518 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27908 | 0 | 182426 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF AND BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHICH IS COMPRISED OF INDEPENDENT DIRECTORS REVIEWS COMPARABLE DATA PREPARED BY AN INDEPENDENT CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND THROUGH THE OFFICE OF THE NEW YORK STATE ATTORNEY GENERAL. |
| FORM 990 PART XII LINE 2C: | NO CHANGES HAVE TAKEN PLACE DURING THE FISCAL YEAR ENDED JUNE 30, 2013. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSINESS RESOURCE AND INVESTMENT SERVICE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 125TH STREET 11TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133925609 | EIN |
| Primary Activities | PROVIDES FINANCIAL ASSISTANCE TO ELIGIBLE BUSINESSES | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BUSINESS RESOURCE & INVESTMENT SERVICE CTR | ||
| B | 367054 | FMV |
| BUSINESS RESOURCE & INVESTMENT SERVICE CTR | ||
| D | 2875000 | FMV |