2013-04-24T12:25:15-05:00 2012-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2011-07-01 135562202 COMMUNITY SERVICE SOCIETY OF NEW YORK COMM 2126145334 105 EAST 22ND STREET NO 301 NEW YORK NY 100105413 DAVID R JONES 2126145334 2013-04-23 1 FREDERICK H ROTHMAN P01275277 2128674000 2011 2016-03-07 17:11:31Z DAVID R JONES 105 EAST 22ND STREET NO 301 NEW YORK NY 100105413 52485073 0 X WWW.CSSNY.ORG X 1939 NY THE MISSION OF THE COMMUNITY SERVICE SOCIETY 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. 35 35 156 4381 153029 -250 7797096 11244184 117734 178668 5664644 5689633 129256 165615 13708730 17278100 314926 242415 0 0 12512266 13416312 79000 80496 974459 6367102 8841369 19273294 22580592 -5564564 -5302492 168573361 158753030 9889536 16001534 158683825 142751496 X SEE SCHEDULE OTHE MISSION OF THE COMMUNITY SERVICE SOCIETY 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. 0 0 4765702 SEE SCHEDULE OCOMMUNITY HEALTH ADVOCATES (CHA) PROVIDES HEALTH AND INSURANCE COVERAGE INFORMATION, ADVICE, AND NAVIGATIONAL ASSISTANCE TO UNINSURED AND INSURED NEW YORKERS IN THEIR OWN COMMUNITIES THROUGH A NETWORK OF TRAINED AND TRUSTED HEALTH ADVOCATES. SINCE NOVEMBER, 2010, IT HAS SERVED AS THE NEW YORK STATE DEPARTMENT OF HEALTH'S DESIGNATED CONSUMER ASSISTANCE PROGRAM. CHA'S ACCOMPLISHMENTS DURING FY 2012 (JULY 1, 2011 - JUNE 30, 1012) INCLUDE: SERVED 51,006 CONSUMERS THROUGH INDIVIDUAL COUNSELING AND TRAINING SESSIONS; PROVIDED INDIVIDUAL CASE ASSISTANCE TO 19,241 CONSUMERS, HELPING THEM TO ENROLL IN OR RETAIN COVERAGE, USE COVERAGE, AND ACCESS THE HEALTH CARE SYSTEM; CONDUCTED 1,287 TRAININGS FOR 31,765 CONSUMERS AND ADVOCATES; AND PARTNERED WITH 43 ORGANIZATIONS THROUGHOUT NEW YORK STATE. 2299461 4398 SEE SCHEDULE ORETIRED & SENIOR VOLUNTEER PROGRAM (RSVP)THE RSVP PROGRAM RECRUITS, TRAINS, PLACES, AND RECOGNIZES ABOUT 4,381 OLDER ADULT VOLUNTEERS THROUGHOUT THE FIVE BOROUGHS WHO SERVE AT OVER 350 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 EMERGENCY PREPAREDNESS. RSVP ALSO RECRUITS AND PLACES VOLUNTEERS AT PARTNERING AGENCIES. AMONG THE SERVICES THEY PROVIDE ARE SERVING AS DOCENTS AT MUSEUMS, PARKS, BOTANICAL GARDENS AND ZOOS, 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 PROGRAMS, SERVING AS OMBUDSMEN TO ENSURE THE RIGHTS OF NURSING HOME AND LONG TERM CARE FACILITY RESIDENTS AND SERVING AS FRIENDLY VISITORS TO NURSING HOME RESIDENTS, HOSPITAL PATIENTS AND HOMEBOUND OLDER ADULTS. RSVP HOLDS SEVERAL RECOGNITION EVENTS HONORING VOLUNTEER ACHIEVEMENTS EACH YEAR. 1252035 178014 69277 SEE SCHEDULE OTHE CBS PROGRAM ADDRESSES THE NEED FOR REMOVING BARRIERS TO EMPLOYMENT FOR LOW-WAGE FAMILIES AND INDIVIDUALS LIVING IN NEW YORK CITY. THROUGH OUR TECHNICAL ASSISTANCE COMPONENT WE OFFER TRAININGS AND PUBLICATIONS ON PUBLIC BENEFIT PROGRAMS AND PUBLICLY SUBSIDIZED HOUSING TO SOCIAL SERVICE PROFESSIONALS (COMMUNITY BASED ORGANIZATIONS) SERVING LOW INCOME FAMILIES IN NEW YORK CITY. ONE OF THE MOST POPULAR PUBLICATIONS, BENEFITS PLUS, IS A COMPREHENSIVE MANUAL ON 60 BENEFIT AND HOUSING PROGRAMS AND SERVICES AVAILABLE TO THE LOW INCOME POPULATION, WHICH IS UPDATED REGULARLY. WE CONDUCTED 24 TRAININGS DURING FY 2012 WITH 472 PARTICIPANTS. THROUGH ITS CLIENT SERVICES COMPONENT, THE CENTER PROVIDES FINANCIAL ASSISTANCE FOR THOSE FAMILIES FACING A CRISIS AND FOR WHOM GOVERNMENT ASSISTANCE IS NOT AVAILABLE. EVICTION PREVENTION, PAYMENT FOR UTILITY ARREARS, AND HELP WITH MEDICAL COSTS, ARE A FEW OF THE SERVICES THE CENTER OFFERS TO THOSE IN NEED. IN ADDITION, THE CENTER PROVIDES ONE-ON-ONE BENEFIT AND HOUSING COUNSELING FOR THOSE NEEDING ASSISTANCE IN OBTAINING BENEFITS OR RETAINING THEIR HOUSING. FURTHERMORE, THE CENTER ALSO PARTNERS WITH ORGANIZATIONS THAT PROVIDE EDUCATIONAL AND WORKFORCE DEVELOPMENT TRAININGS. FINANCIAL ASSISTANCE IS PROVIDED TO THE PARTNER AGENCIES' CLIENTS TO PURCHASE CLOTHING, LICENSES OR EQUIPMENT NECESSARY TO OBTAIN EMPLOYMENT, UNIFORMS, BOOKS AND MORE - IN ORDER TO HELP THESE INDIVIDUALS WORK TOWARDS EMPLOYABILITY.FOR FISCAL YEAR 2012:CBS PROVIDED FINANCIAL ASSISTANCE TO A TOTAL OF 499 CLIENTS. THE FUNDS WERE USED TO ASSIST CLIENTS WITH THEIR RENT ARREARS TO PREVENT EVICTION AND FOR SUMMER CAMP AS WELL AS FOR THE REMOVAL OF BARRIERS TO EMPLOYMENT. TO THAT END, WE ASSISTED OUR PARTNER AGENCY CLIENTS WITH TRANSPORTATION, EMPLOYMENT RELATED ASSISTANCE SUCH AS BOOKS, COMMERCIAL LICENSING AND DMV SUSPENSION FEES, EMERGENCY FOOD , UNIFORMS, ETC. 648244 LEGAL COUNSEL 521162 PUBLIC POLICY 104214 LABOR MARKET STUDIES 241802 HOUSING RESEARCH 224348 150 YOUTH POLICY 398459 UNHEARD THIRD 1246709 12586 PUBLIC INTEREST 710748 GOVERNMENT RELATIONS 1046801 EXPERIENCE CORPS PROGRAM 423322 6045 WORKFORCE ADVOCACY AND SUPPORT INITIATIVE (WASI) 51584 LOAN INTEREST FOR PROGRAM SERVICES 130134 MAXIMUS PROGRAM 1508617 3390 HEALTH INITIATIVES 132000 HIICAP 213841 OTHER: DEPRECIATION EXPENSE FOR PROGRAM SERVICE 50418 50418 OTHER: SUPPORT TO OTHERS 159052 109391 OTHER: CEO, EX. V.P., FINANCE & MANAGEMENT, AND LEGAL 427538 COMMUNICATIONS 8238993 60003 121977 16556191 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 51 0 156 1 1 1 0 0 0 0 1 1 0 0 0 0 X 35 35 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 105 EAST 22ND STREET NEW YORK NY 10010 JOSEPH R HARBERT PHD 1.00 X X 0 0 0 DEBORAH M SALE 1.00 X X 0 0 0 RALPH DACOSTA-NUNEZ 1.00 X X 0 0 0 DONALD W SAVELSON ESQ 1.00 X X 0 0 0 RICHARD R BUERY JR 1.00 X 0 0 0 SYLVIA E DI PIETRO ESQ 1.00 X 0 0 0 JOSEPH J HASLIP 1.00 X 0 0 0 NICHOLAS A GRAVANTE JR 1.00 X 0 0 0 BRAD HOYLMAN 1.00 X 0 0 0 BILL CHONG 1.00 X 0 0 0 JUDY CHAMBERS 1.00 X 0 0 0 SYDNEY W DE JONGH 1.00 X 0 0 0 MICHAEL HORODNICEANU PHD 1.00 X 0 0 0 JOYCE L MILLER 1.00 X 0 0 0 KELLY O'NEILL LEVY ESQ 1.00 X 0 0 0 FLORENCE H FRUCHER 1.00 X 0 0 0 MELISSA CURTIN 1.00 X 0 0 0 MARGARITA ROSA ESQ 1.00 X 0 0 0 MARLENE SANDERS 1.00 X 0 0 0 CAROL SHERMAN ESQ 1.00 X 0 0 0 BARBARA NEVINS TAYLOR 1.00 X 0 0 0 DAVID POLLAK 1.00 X 0 0 0 MARLA EISLAND SPRIE 1.00 X 0 0 0 STEVEN BROWN 1.00 X 0 0 0 MAGDA JIMENEZ TRAIN ESQ 1.00 X 0 0 0 MARK LIEBERMAN 1.00 X 0 0 0 CAROL L O'NEALE 1.00 X 0 0 0 MATHEW KLEIN 1.00 X 0 0 0 MICHELE WEBB 1.00 X 0 0 0 MICAH C LASHER 1.00 X 0 0 0 ABBY M WENZEL 1.00 X 0 0 0 JEFFREY J WEAVER 1.00 X 0 0 0 BETSY GOTBAUM 1.00 X 0 0 0 MARK WILLIS 1.00 X 0 0 0 DAVID R JONES ESQ 35.00 X 615044 0 72657 STEVEN L KRAUSE 35.00 X 460694 0 68825 JEFFREY F RIZZO 35.00 X 181805 0 37613 MARY THORNTON 35.00 X 244877 0 7773 ELISABETH BENJAMIN 35.00 X 189765 0 18227 ALINA MOLINA 35.00 X 156119 0 43195 JUDITH WHITING 35.00 X 135417 0 4082 MELISSA KOSTOVSKI 35.00 X 116941 0 2359 2100662 0 254731 14 0 1 0 BANK OF NEW YORK MELLON ASSET SERVICING PO BOX 371791 PITTSBURGH PA 15251 INVESTMENT ADVISOR 305169 LOEB & TROPER LLP 655 THIRD AVENUE NEW YORK NY 10017 AUDITING 144475 METIS ASSOCIATES INC 677 BROADWAY-9TH FL ALBANY NY 122072996 CHA WEBSITE CONSULTAND AND MAINTENANCE 135113 SANKY COMMUNICATIONS INC 589 8TH AVENUE 10TH FLOOR NEW YORK NY 10018 FUNDRAISING CONSULTANT 110971 PATTON BOGGS LLP 2550 M STREET NW WASHINGTON DC 200371350 LOBBYIST 105401 5 1101837 5943660 4198687 11244184 PROGRAM SERVICE FEES O 900099 109391 109391 PROGRAM SERVICE FEES C 900099 69277 69277 178668 3790383 3790383 37106223 35206973 1899250 1899250 1899250 ADVERTISEMENT INCOME 541800 153029 153029 SUBSCRIPTION INCOME 541800 12586 12586 165615 17278100 191254 153029 5689633 51018 51018 191397 191397 1566422 328003 1172818 65601 8091251 6443265 1232164 415822 88987 36554 50533 1900 3041586 2062490 843362 135734 628066 512769 79515 35782 232058 232058 149000 10000 139000 218386 218386 80496 80496 280784 280784 4636171 4421324 150631 64216 859848 503408 276354 80086 63938 25575 25575 12788 1065808 800713 206065 59030 322493 230550 91021 922 471413 359799 102118 9496 51584 51584 288027 213841 61600 12586 131716 25372 106344 BAD DEBT 70143 70143 22580592 16556191 5049942 974459 2744420 2688329 3812942 2565265 1637032 2201279 260539 162362 20988 21639 5140 3945 87906 59483 3546732 1437893 2247251 2108839 116136699 109198283 8779473 7925913 220000 220000 32620971 31597693 168573361 158753030 2750428 3659892 1453445 0 5685663 12341642 9889536 16001534 X 74849111 60532895 23471038 23453249 60363676 58765352 158683825 142751496 168573361 158753030 X -5302492 -10629837 X X 0 1 1 X 1 1 X 13017485 11177805 10806560 7797096 11244184 54043130 13017485 11177805 10806560 7797096 11244184 54043130 1949398 52093732 5402899 4712636 4773077 3996930 3790383 22675925 18643 12586 31229 76750284 708856 0.67870 0.67610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SUBSCRIPTION INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 218386 218386 22362206 22580592 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 311117 296953 311794 218386 1138250 250000 250000 250000 250000 1000000 1500000 31993326 980726 1097537 31876515 29094535 5126291 2227500 31993326 29094535 3502136 3502136 29094535 29094535 29094535 0.01430 0.74970 0.23600 0 0 2912930 1023322 1889608 633802 414571 219231 2108839 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 29670817 INVESTMENT IN THE UNITED CHARITIES 1906028 ACCRUED INTEREST AND DIVIDEND RECEIVABLES 20848 31597693 POST-EMPLOYMENT BENEFITS 12341642 12341642 17278100 22580592 -5302492 -2646547 -7983290 -10629837 -15932329 13335167 -2646547 -1015602 -3662149 16997316 280784 280784 17278100 22299808 0 22299808 280784 280784 22580592 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: COMMUNITY SERVICE SOCIETY OF NEW YORK'S ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR DIRECT SERVICE PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN UNITED CHARITIES FY 2012 582,530. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -1,598,324. PENSION ADJUSTMENT -6,967,496. TOTAL TO SCHEDULE D, PART XI, LINE 8: -7,983,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: FRIENDS OF RSVP, INC - INTEREST INCOME 192. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -1,598,324. CHANGE IN INVESTMENT IN THE UNITED CHARITIES 582,530. X X X X X X 1 SANKY COMMUNICATIONSINC 589 8TH AVENUE 10TH FLOOR NEW YORK NY 10018 DESIGNS AND SUPERVISES DIRECT MAIL PROGRAM 0 138191 80496 57701 138191 80496 57701 NY CT FL NJ EXPLANATION OF FUNDRAISING PAYMENTS 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) 10814 ALLOCATION OF INVESTMENT INCOME EARNED BY EMMA HARTLEY STOKES AND THE EMMA HARTLEY DODGE FUNDS. 1 INDIVIDUAL SUPPORT 170 12865 TRANSPORTAION 278 40743 EDUCATION - TRAINING 7 2720 VACATION - CAMPING 21 18406 DENTAL & MEDICAL FEES 5 3445 FOOD - INDIVIDUAL 12 2044 MOVING & STORAGE EXPENSES 2 162 UTILITIES/UTILITIES IN ARREARS 12 3471 RENT OR RENT IN ARREARS OR SECURITY DEPOSIT 67 64953 RENT 25 16300 EMPLOYMENT - RELATED EXPENSES 118 22825 RENT SUBSIDY - OTHER 5 3463 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 509491 0 96678 0 8875 0 33500 0 39157 0 687701 0 0 0 STEVEN L KRAUSE 366785 0 83654 0 10255 0 30000 0 38825 0 529519 0 0 0 JEFFREY F RIZZO 157059 0 24230 0 516 0 5000 0 32613 0 219418 0 0 0 MARY THORNTON 244664 0 0 0 213 0 740 0 7033 0 252650 0 0 0 ELISABETH BENJAMIN 164520 0 25065 0 180 0 5000 0 13227 0 207992 0 0 0 ALINA MOLINA 137403 0 18200 0 516 0 4275 0 38920 0 199314 0 0 0 PART I, LINE 1A THE CEO/PRESIDENT, DAVID R. JONES RECEIVED THE FOLLOWING BENEFIT DURING THE CALENDAR YEAR 2010: MEMBERSHIP FEES TO VARIOUS ORGANIZATIONS LONGTERM DISABLITY AND LIFE INSURANCE PREMIUMS PERSONAL USE OF VEHICLE THESE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B SECTION 457F PLAN: DAVID R. JONES: $12,000 STEVEN L. KRAUSE: $8,500 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 JANUARY 2010. 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; 105 EAST 22ND STREET, NEW YORK NY 10010. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,646,547. CHANGE IN UNITED CHARITIES FY 2012 582,530. CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -1,598,324. PENSION ADJUSTMENT -6,967,496. TOTAL TO FORM 990, PART XI, LINE 5: -10,629,837. 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 105 E 22ND STREET NEW YORK NY 10010 133335293 FUNDRAISING FOR RSVP PROGRAM NY 501 (C)(3) 7 CSS 0 INSTITUTE FOR COMMUNITY EMPOWERMENT C/O CSS NY 105 E 22ND STREET NEW YORK NY 10010 133473143 PERFORM CERTAIN ELECTORAL ADVOCACY, RESEARCH AND LOBBYING ACTIVITIES NY 501 (C)(4) CSS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0