2013-10-07T15:39:07-05:00 2012-12-31 061325235 Dylewsky Goldberg & Brenner LLC 30 Oak Street Stamford CT 06905 990 2012-01-01 061422248 Person-To-Person Inc PERS 2036550048 1864 Post Road Darien CT 06820 Ceci Maher 2036550048 2013-10-07 1 Scott M Brenner P01247233 2039758830 2013-10-07 2012 2016-02-24 21:20:13Z Ceci Maher 1864 Post Road Darien CT 06820 10461424 0 X www.p2phelps.org X 1994 CT Person-to-Person is a volunteer driven, community supported agency which, through the sharing of goods and talents, responds to individuals and families who lack the basic necessities or resources to improve their lives. 32 32 21 2451 0 0 8527789 8224218 0 0 212241 219741 192738 458949 8932768 8902908 7465677 7116369 0 0 805166 948817 0 0 319215 405882 517674 8676725 8582860 256043 320048 5355803 5938610 120183 177065 5235620 5761545 X Person-to-Person is a volunteer driven, community supported agency which, through the sharing of goods and talents, responds to individuals and families who lack the basic necessities or resources to improve their lives. Person-to-Person provides rapid response to client emergencies as well as access to interconnected services, which support our client's journey to self sufficiency. These services include: practical help, problem solving, advocacy and education for our common future. Our commitments direct us to promote positive change in the lives of our clients and volunteers, and increased community awareness of needs and problems. Person-to-Person intends to remain flexible, non-bureaucratic and reliant on volunteers. 0 0 7203174 6434579 Emergency Assistance - Programs which prevent recurrent poverty while responding to the increased need for practical help - food, clothing and emergency financial assistance. 417776 356272 Through the Harriet T. McCorkle Scholarship Program, grants were awarded to 170 students, many of whom are the first in their families to attend college. 399998 315670 Camperships provide the opportunity for 580 children from low-income households to attend local day camps free of charge. 9848 9848 FEMA Program: The FEMA program is available to participants who are referred by caseworkers and meet the federal guidelines. Financial Assistance is given for utilities. 9848 9848 8030796 1 1 0 0 0 0 0 0 0 1 1 1 1 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 X 7 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X Ceci Maher 2036550048 1864 Post Road Darien CT 06820 Wilder Gleason 2.00 X X 0 0 0 Rebecca Wilson 2.00 X X 0 0 0 Per Sekse 2.00 X X 0 0 0 Liz Whitney 2.00 X X 0 0 0 Susie Lindenberg 2.00 X X 0 0 0 Liz Koons 2.00 X X 0 0 0 Marie Radcliff 2.00 X X 0 0 0 Heather Breslin 1.00 X 0 0 0 Steve Buller 1.00 X 0 0 0 Steven Chin 1.00 X 0 0 0 Colette Cote 1.00 X 0 0 0 Lyn Detroy 1.00 X 0 0 0 Bob Duff 1.00 X 0 0 0 Kristin Edwards 1.00 X 0 0 0 Lisa Field 1.00 X 0 0 0 Maritza Garcia 1.00 X 0 0 0 Polly Geller 1.00 X 0 0 0 Anthony Harris 1.00 X 0 0 0 Elizabeth Hearle 1.00 X 0 0 0 Holly Kelly 1.00 X 0 0 0 Jutta Nemec 1.00 X 0 0 0 Laurie Owen 1.00 X 0 0 0 Missy Radin 1.00 X 0 0 0 Reginald Roberts 1.00 X 0 0 0 Don Roth 1.00 X 0 0 0 Hossein Sadeghi 1.00 X 0 0 0 Stacey Smith 1.00 X 0 0 0 Kimberly Tapscott 1.00 X 0 0 0 Martina Tucker 1.00 X 0 0 0 David Upson 1.00 X 0 0 0 Kate Urbank 1.00 X 0 0 0 Avery Whidden 1.00 X 0 0 0 Cecilia Maher 40.00 X 145000 0 13050 Julia Pearson 40.00 X 102500 0 15925 247500 0 28975 2 0 1 0 0 11434 8670 12988 8191126 6303979 8224218 104955 104955 1513370 1398584 114786 114786 114786 487254 8670 159932 327322 327322 Merger net revenue 900099 75913 75913 Miscellaneous 900099 55714 55714 131627 8902908 0 0 678690 7116369 7116369 276475 164228 33386 78861 550733 327139 66504 157090 61417 36483 7416 17518 60192 35754 7269 17169 15000 15000 42412 42412 27251 13788 7259 6204 48794 26289 10771 11734 8608 5165 3013 430 58857 47085 5886 5886 5076 5076 71065 56852 7107 7106 Food and supplies 78950 78950 Miscellaneous 55942 55594 174 174 Printing and publicatio 52211 23495 18274 10442 Equip. maint. & support 29803 22353 4470 2980 23705 16176 3908 3621 8582860 8030796 232849 319215 318751 584758 500085 378338 352313 97218 17930 21904 129471 262928 10219 34789 919950 232703 632225 687247 3375888 3844112 18921 27316 5355803 5938610 60030 105616 60153 71449 120183 177065 X 2686547 3029268 2549073 2732277 5235620 5761545 5355803 5938610 320048 205877 0 X X 0 1 X 1 0 X 7616314 7772800 7997128 8527789 8279072 40193103 7616314 7772800 7997128 8527789 8279072 40193103 128256 40064847 105765 90015 170358 212241 219741 798120 40991223 1443303 0.97740 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2406490 11000 344349 138367 28367 2595105 2458784 37500 73161 136477 26478 2406490 2264400 27981 301108 134705 2458784 2073538 36693 388184 234015 2264400 2542768 151594 -483439 137385 2073538 1 0 592597 85567 507030 327353 147136 180217 687247 Corporate Bonds 1025061 F Convertible Bonds 109516 F U.S. Gov't and Agency Securities 188444 F Accrued Interest and Dividends 16992 F Common Stocks 2215549 F Municipal Bonds 288550 F 3844112 Due to St. Luke's Parish 71449 71449 X 9183743 205877 74958 280835 8902908 0 8902908 8657818 74958 74958 8582860 0 8582860 Description of Intended Use of Endowment Funds: 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. Withdrawls 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. Description of Uncertain Tax Positions Under FIN 48: 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, 2012, 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. The Organization is no longer subject to audits by the applicable taxing authorities for the periods prior to 2008. Spring Ball 2012 194990 5420 189570 600 41866 6214 25730 Big Rig Gig 2012 46028 2830 43198 250 1342 4576 12690 4 254906 420 254486 9987 200 56477 495924 8670 487254 850 53195 10990 94897 159932 327322 1 Emergency Assistance 23002 264057 6170522 Thrift shop valuation Distribution of clothing, food and furniture Scholarship grants 170 356272 Camperships 580 315670 FEMA grants 64 9848 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Emergency assistance programs: A Person-to-Person case worker assesses individual situations to determine appropriate action necessary to meet each clients 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 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. 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. FEMA Program: The FEMA program is available to participants who are referred by caseworkers and meet the federal guidelines. Financial Assistance is given for utilities. X X X X 0 0 0 0 0 0 0 0 0 Cecilia Maher 145000 0 0 0 0 0 0 0 13050 0 158050 0 0 0 Part I, Line 3 Person-to-Person hired a firm to do a compensation study in 2010. From that, the executive director's salary wa increased to market rate in two steps over the two year period of 2011 and 2012. 990s from other organizations were used. There is no separate compensation committee, but the Finance and Risk Comittee handled this and made recommendations to the Executive Committee of the Board which approved it. X 5817325 Thrift shop values X 373035 Commercial value X Holiday Gifts 113619 Retail value 0 0 0 Explanation for Not Filing Form 990-T Form 990, Part V, line 3b All fees and other reported income by the organization were generated by and for the organization's primary exempt purpose and are therefore not subject to unrelated business income tax. 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 11 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 In October 2010, an independent consulting firm, Towers Watson, was retained by the board to conduct an assessment of the agency's compensation and benefits package. The findings were reported to the Executive Committee in November 2010 and the board of directors at the December 2010 meeting. There was no compensation review in 2011 and 2012. 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. Oversight of the audit and selection of independent accountant Form 990, Part XII, Line 2C Person to Person, Inc. has designated to the Board of Directors the responsibility for overseeing the audit. This process has not changed from previous years. St Luke's Parish 1864 Post Road Darien CT 06820 060662180 Church CT 501(c)(3) Line 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 Saint Luke's Parish - capital contribution C 58759 Cash Saint Luke's Parish - lease of facilities K 48000 Cash Saint Luke's Parish - reimbursement for expenses P 954097 Cash