2026-05-15T13:29:51-05:00 2025-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-07-01 135563028 THE OSBORNE ASSOCIATION INC OSBO 7187072600 175 REMSEN STREET SUITE 800 BROOKLYN NY 11201 JONATHAN MONSALVE PRESIDENT & CEO 7187072600 2026-05-15 1 1 KRISTEN CUMMINGS P01510495 2125038800 2026-05-15 2024 2025-03-06 01:10:19Z X JONATHAN MONSALVE 175 REMSEN STREET SUITE 800 BROOKLYN NY 11201 40447741 0 X WWW.OSBORNENY.ORG X 1933 NY THE OSBORNE ASSOCIATION SERVES INDIVIDUALS, FAMILIES, AND COMMUNITIES AFFECTED BY THE CRIMINAL LEGAL SYSTEM. THROUGH OUR PROGRAMS, WE OFFER OPPORTUNITIES FOR PEOPLE TO HEAL FROM AND REPAIR HARM, RESTORE THEIR LIVES, AND THRIVE. WE CHALLENGE SYSTEMS ROOTED IN RACISM AND RETRIBUTION AND FIGHT FOR POLICIES AND PRACTICES THAT PROMOTE TRUE SAFETY, JUSTICE, AND LIBERATION. 15 15 496 16 0 0 31787640 30712130 8818713 9264367 100 2660 179563 185447 40786016 40164604 0 0 0 0 24309951 26280707 0 96476 1320935 15138002 15504196 39447953 41881379 1338063 -1716775 38010893 34085152 24075400 21733756 13935493 12351396 X THE ASSOCIATION'S PURPOSE IS TO PROVIDE SERVICES TO DEFENDANTS, INCARCERATED PEOPLE, FORMERLY INCARCERATED PEOPLE AND THEIR FAMILIES: TO PROVIDE ALTERNATIVES TO INCARCERATION; TO PROVIDE JOB TRAINING AND JOB PLACEMENT; TO PROVIDE REENTRY SERVICES TO PEOPLE LEAVING PRISON. 0 0 11006446 8405195 ACHIEVING ECOMONIC INDEPENDENCEWORKFORCE DEVELOPMENT: OFFERS COMPREHENSIVE EMPLOYMENT SERVICES, INCLUDING ASSESSMENT, JOB READINESS TRAINING, CAREER COUNSELING, SKILLS DEVELOPMENT, JOB PLACEMENT, AND RETENTION SUPPORT TO INDIVIDUALS WITH CRIMINAL JUSTICE INVOLVEMENT.CAREER CENTER ("THE CENTER") PROVIDES MEN AND WOMEN WITH CRIMINAL RECORDS WITH ENVIRONMENTAL AND FINANCIAL LITERACY EDUCATION, AND COMPREHENSIVE CAREER DEVELOPMENT, INCLUDING SOFT SKILLS AND HARD SKILLS TRAINING THAT PREPARES THEM TO ENTER AND ADVANCE IN SECTOR-SPECIFIC FIELDS. THE CENTER PLACES PARTICIPANTS IN JOBS THAT SUPPORT THEIR GROWTH, THEIR FAMILIES, AND THE ENVIRONMENT. THE CENTER OFFERS GROUP AND INDIVIDUAL COUNSELING TO IDENTIFY AND ADDRESS PARTICIPANTS' NEEDS AND PROVIDE REFERRAL SERVICES. CAREER COACHES OFFER SERVICES THAT INCLUDE FAMILY SUPPORT, EDUCATIONAL AND VOCATIONAL SUPPORT, SKILL-BUILDING ACTIVITIES, GOAL-SETTING AND CIVIC ENGAGEMENT TO ASSIST PARTICIPANTS ACHIEVE LONG-TERM ECONOMIC INDEPENDENCE. TRAINING TO WORK PROVIDES MEN AND WOMEN ON WORK RELEASE THE OPPORTUNITY TO EXPAND THEIR EDUCATION AND INCREASE THEIR EMPLOYMENT SKILLS IN TODAY'S FASTEST-GROWING FIELDS: CONSTRUCTION, WASTE MANAGEMENT, FOOD SERVICE AND OTHER INDUSTRIES.JUSTICE COMMUNITY SUPPORTS COURT-INVOLVED YOUNG ADULTS (AGES 18-24) IN RECONNECTING WITH THEIR FAMILIES AND COMMUNITIES TO TURN TOWARD SUCCESS IN LIFE. THE PROGRAM INCLUDES ENVIRONMENTAL AND FINANCIAL LITERACY TRAINING, CAREER COACHING, INDIVIDUAL COUNSELING AND GROUP SUPPORT, COMMUNITY BENEFIT PROJECTS, EMPLOYMENT COUNSELING, JOB PLACEMENT AND EDUCATIONAL SUPPORT. PREPARE OFFERS A RANGE OF OPPORTUNITIES TO FATHERS AND THOSE WHO SERVE IN FATHER-FIGURE ROLES TO INCREASE THEIR PARENTING SKILLS WHILE STRENGTHENING THEIR RELATIONSHIPS. THE ASSOCIATION'S PROGRAMS INCLUDE JOB READINESS TRAINING, INTERNSHIPS, AND EMPLOYMENT ASSISTANCE TO INCREASE ECONOMIC STABILITY FOR PARTICIPANTS AND THEIR FAMILIES. THE PROGRAM CONSISTS OF THE FATHERHOOD INITIATIVE AND RESPONSIBLE FATHERHOOD OPPORTUNITIES FOR REENTRY AND MOBILITY PROGRAM (REFORM) FUNDED ACTIVITIES TO IMPROVE EMPLOYABILITY AND STRENGTHEN THE PARTICIPANT'S EMOTIONAL AND MATERIAL SUPPORT FOR THEIR CHILDREN.ARCHES IS A PARTNERSHIP WITH THE NYC DEPARTMENT OF PROBATION THAT REDUCES PARTICIPANT INVOLVEMENT WITH THE CRIMINAL JUSTICE SYSTEM. ARCHES PROVIDES POSITIVE INTERVENTION AMONG YOUTH ON PROBATION BY PROVIDING SUPPORT GROUPS, ASSISTING YOUTH IN IDENTIFYING NEGATIVE BEHAVIORS AND MALADAPTIVE PATTERNS OF THINKING, AND PROVIDING MENTORS FROM THE SAME COMMUNITIES AND WITH SIMILAR EXPERIENCES WITH THE CRIMINAL JUSTICE SYSTEM.NEXTSTEPS IS A PARTNERSHIP WITH THE NYC DEPARTMENT OF PROBATION FOCUSED ON YOUNG PEOPLE RESIDING IN OR NEAR NEW YORK CITY HOUSING AUTHORITY ("NYCHA") DEVELOPMENTS. NEXTSTEPS IS A POSITIVE INTERVENTION FOR YOUTH WHO MAY BE EXPOSED TO NEGATIVE BEHAVIORS AND MALADAPTIVE PATTERNS OF THINKING. THE PROGRAM PROVIDES MENTORS FROM THE SAME COMMUNITIES TO BUILD POSITIVE PATHWAYS AND REVEAL OPPORTUNITIES TO PARTICIPATING YOUTH.JANITORIAL & MAINTENANCE SERVICES (JMS): A SOCIAL ENTERPRISE PROVIDING TRANSITIONAL EMPLOYMENT, SKILLS TRAINING, AND WORK EXPERIENCE IN CUSTODIAL SERVICES FOR INDIVIDUALS WITH BARRIERS TO EMPLOYMENT, INCLUDING DISABILITIES AND SUBSTANCE USE HISTORIES. 9597672 95793 HOUSING AND CREATEASSISTS PEOPLE WHO HAVE COME IN CONTACT WITH THE CRIMINAL LEGAL SYSTEM TO OBTAIN AND MAINTAIN TRANSITIONAL, SUPPORTIVE, AND PERMANENT HOUSING PLACEMENTS FOLLOWING INCARCERATION. THIS PROGRAM SUPPORTS PARTICIPANTS IN THEIR EFFORTS TO MAINTAIN STABLE HOUSING, DEVELOP THE CAPACITY TO LIVE INDEPENDENTLY, PROVIDES WORKFORCE DEVELOPMENT SERVICES, CONTINUE MEDICAL CARE, AND MAINTAIN ABSTINENCE FROM SUBSTANCE ABUSE.JAILS TO JOBS: ONCE PEOPLE LEAVE JAIL, OSBORNE'S SUPPORT SHIFTS SEAMLESSLY TO THE TRAINING, COUNSELING, RESOURCES, AND OPPORTUNITIES THAT OUR PARTICIPANTS CAN USE TO BUILD SECURE LIVES FOR THEMSELVES AND THEIR FAMILIES. OUR REENTRY SERVICES BEGIN IMMEDIATELY UPON RELEASE, TYPICALLY WITH OSBORNE STAFF DRIVING A PARTICIPANT FROM JAIL TO OUR OFFICES. WE ENSURE THEIR EMERGENCY NEEDS ARE MET, SET THEM UP WITH CLOTHING, TOILETRIES, FOOD, METROCARDS, MENTAL HEALTH TREATMENT, AND SUBSTANCE USE TREATMENT, AND GET THEM INTO SAFE HOUSING. OVER THE MONTHS THAT FOLLOW, OSBORNE PARTNERS WITH REENTERING INDIVIDUALS TO MAKE THEIR DISCHARGE PLANS A REALITY AND TO ULTIMATELY ASSIST PARTICIPANTS INTO ACHIEVING LONG-TERM ECONOMIC INDEPENDENCE. JANITORIAL MAINTENANCE SERVICES OFFERS TRAINING AND EMPLOYMENT IN OUR CUSTODIAL SERVICE BUSINESS TO FORMERLY INCARCERATED INDIVIDUALS WITH DISABILITIES AND/OR HISTORY OF SUBSTANCE USE DISORDER. THE BUSINESS CLEANS PUBLIC FACILITIES AND BUSINESSES THROUGHOUT NEW YORK CITY (FOR PREVAILING WAGES AND BENEFITS) AND ALSO TEACHES PARTICIPANTS TO USE ENVIRONMENTALLY FRIENDLY MATERIALS WHEN CLEANING. 7068408 559691 RECONNECTING FAMILIES AND STRENGTHENING COMMUNITIESFAMILY SERVICES OFFERS SUPPORT TO PEOPLE AFFECTED BY INCARCERATION TO MAKE, MEND AND MAINTAIN FAMILY RELATIONSHIPS AND TO PLAN FOR SUCCESSFUL REENTRY FROM PRISON INTO THEIR COMMUNITIES THROUGH THE FAMILY TIES PROGRAM FOR MOTHERS AND FAMILYWORKS PROGRAM FOR FATHERS. THE PROGRAMS OFFER PARENTING EDUCATION IN NEW YORK CITY AND STATE CORRECTIONAL FACILITIES INFORMED BY RESEARCH AND BEST PRACTICES ON CHILDHOOD AND COGNITIVE DEVELOPMENT AND VISITING SUPPORT (IN-PERSON AND THROUGH VIDEOCONFERENCING), FAMILY CENTERS AT SEVERAL MEN'S PRISONS, AND COMMUNITY-BASED SERVICES FOR FAMILIES. CHILDREN AND YOUTH SERVICES PROVIDES PSYCHO-SOCIAL SUPPORTIVE SERVICES AND DEVELOPMENTALLY APPROPRIATE PROGRAMS FOR CHILDREN AND YOUTH IN THE COMMUNITY. THROUGH COUNSELING, SUPPORT GROUPS, MENTORING, ASSISTANCE IN ACCESSING HIGHER EDUCATION, SUPERVISED VISITING WITH PARENTS (BOTH IN-PERSON AND THROUGH VIDEO-VISITING), YOUTH DEVELOPMENT ACTIVITIES, AND RECREATIONAL TRIPS, THE PROGRAM WORKS TO ALLEVIATE THE ADVERSE EFFECTS, TRAUMA, AND STIGMA THAT INCARCERATION HAS UPON CHILDREN AND YOUTH WITH PARENTS IN PRISON. SERVICES ALSO INCLUDE THE YOUTH EXPERIENCE SUCCESS FOR YOUNGER CHILDREN AND YOUTH ACTION COUNCIL FOR OLDER YOUTH INTERESTED IN FURTHER SKILL-BUILDING AND EDUCATION THAT INVOLVES CIVIC ENGAGEMENT, PUBLIC SPEAKING, GRASSROOTS ORGANIZING EFFORTS, AND ADVOCACY FOR THE RIGHTS OF CHILDREN WHO HAVE JUSTICE-INVOLVED PARENTS. QUEENSBORO REENTRY SERVICES PROVIDES A RANGE OF EVIDENCE-BASED REENTRY SERVICES THAT ADDRESS THE SPECIFIC NEEDS OF MEN RETURNING TO THE COMMUNITY THROUGH WORKSHOPS THAT COVER REENTRY-RELATED TOPICS IN THE AREAS OF HEALTHY-LIVING, EMPLOYMENT, MANAGING STRESS AND EXPECTATIONS, AND FAMILY DYNAMICS; FAMILY FOCUSED DISCHARGE PLANNING; HEALTH IMPROVEMENT SERVICES FOR PEOPLE LIVING WITH HIV/AIDS OR OTHER CHRONIC HEALTH CONDITIONS; AND, A CDC-APPROVED EVIDENCE-BASED INTERVENTION FOR MEN WITH HISTORIES OF SUBSTANCE USE DISORDER WHO ARE AT RISK FOR RELAPSE AND OTHER ADVERSE HEALTH BEHAVIORS. 2477947 595607 REDUCING RELIANCE ON INCARERATIONJAIL-BASED SERVICES IS DEDICATED TO BREAKING THE CYCLE OF RECIDIVISM BY PROVIDING COGNITIVE BEHAVIORAL THERAPY, WORKFORCE READINESS, FATHERHOOD PROGRAMMING, AND SECTOR-SPECIFIC JOB TRAINING. SERVICES ARE PROVIDED BOTH ON RIKERS ISLAND AND DURING THE CRITICAL POST-RELEASE PERIOD BY OFFERING SUPPORT SERVICES, INCLUDING EMPLOYMENT PLACEMENT AND RETENTION ASSISTANCE. THE ASSOCIATION OFFERS THE JAIL-BASED COMMUNITY REENTRY PROGRAM ON RIKERS ISLAND TO INDIVIDUALS IDENTIFIED AS HAVING THE HIGHEST NEED IN THE COMMUNITY FOLLOWING RELEASE, ENABLING THEM TO ACCESS SERVICES IMMEDIATELY UPON RELEASE. THE PROGRAM IS PART OF THE INDIVIDUALIZED CORRECTIONS ACHIEVEMENT NETWORK INITIATIVE (I-CAN) OF THE NYC DEPARTMENT OF CORRECTION. COURT ADVOCACY SERVICES (CAS): A DEFENDER-BASED ADVOCACY PROGRAM ASSISTING FELONY AND MISDEMEANOR DEFENDANTS, INCLUDING YOUTH TRIED IN ADULT COURTS, BY CONDUCTING PRE-PLEA AND PRE-SENTENCE INVESTIGATIONS TO IDENTIFY MITIGATING CIRCUMSTANCES AND DEVELOP INDIVIDUALIZED ALTERNATIVES TO INCARCERATION; STAFF PROVIDE COURT REPORTS AND TESTIMONY TO SUPPORT COMMUNITY-BASED SENTENCING OPTIONS.PROJECT RESET: A DIVERSION PROGRAM PROVIDING AN ALTERNATIVE TO ARREST AND PROSECUTION FOR INDIVIDUALS CHARGED WITH LOW-LEVEL OFFENSES, OFFERING BRIEF INTERVENTIONS SUCH AS TRAUMA-INFORMED CARE, RESTORATIVE JUSTICE PROGRAMMING, AND COMMUNITY-BASED SERVICES; UPON COMPLETION, CASES ARE DISMISSED AND SEALED, ALLOWING PARTICIPANTS TO AVOID A CRIMINAL RECORD. 693135 THE OSBORNE CENTER FOR JUSTICE ACROSS GENERATIONS IS THE ASSOCIATION'S POLICY CENTER. IT IS BUILT ON PRACTITIONER-BASED POLICY ADVOCACY THAT IS GROUNDED IN THE EXPERIENCE OF ITS PARTICIPANTS AND DIRECT-SERVICE STAFF. THE CENTER LAUNCHES WITH TWO FOCUS AREAS: CHILDREN OF ARRESTED OR INCARCERATED PARENTS (THROUGH THE NEW YORK INITIATIVE FOR CHILDREN OF INCARCERATED PARENTS) AND AGING IN PRISON AND ELDER REENTRY. A KEY ELEMENT OF THE POLICY CENTER, THE NY INITIATIVE FOR CHILDREN OF INCARCERATED PARENTS, IS A COLLABORATIVE EFFORT TO RAISE AWARENESS AND REFORM POLICY AROUND INCARCERATION'S IMPACT ON CHILDREN. THE INITIATIVE AIMS TO CHANGE CHILD WELFARE AND CRIMINAL JUSTICE POLICIES AND PROCEDURES TO ENSURE CHILDREN'S RIGHTS ARE UPHELD AND THEIR NEEDS MET THROUGH EACH STAGE OF THEIR PARENT'S INVOLVEMENT IN THE CRIMINAL JUSTICE SYSTEM. 535851 FULTON COMMUNITY REENTRY CENTERA REDEVELOPED FORMER CORRECTIONAL FACILITY PROVIDING TRANSITIONAL HOUSING AND COMPREHENSIVE REENTRY SERVICES, INCLUDING WORKFORCE DEVELOPMENT, HEALTH SERVICES, AND CASE MANAGEMENT IN A "ONE-STOP" MODEL. 10762 ADOPTING HEALTHY LIFESTYLESEL RIO WAS A HIGHLY STRUCTURED AND MEDICALLY SUPERVISED INTENSIVE SUBSTANCE USE DISORDER DAY-TREATMENT PROGRAM. IT PROVIDED AN ALTERNATIVE TO INCARCERATION OR RE-INCARCERATION FOR INDIVIDUALS CHARGED WITH DRUG-RELATED CRIMES OR ON PROBATION OR PAROLE AND MANDATED TO TREATMENT BY THE COURTS OR COMMUNITY CORRECTIONS AGENCIES. THE EL RIO PROGRAM WAS CLOSED JUNE 30, 2024 AND THE ASSOCIATION'S NEW YORK STATE OFFICE OF ADDICTION SERVICES AND SUPPORTS ("OASAS") LICENSE ENDED AS OF THAT DATE. ALL PARTICIPANTS HAVE BEEN REFERRED OUT TO OTHER SUBSTANCE USE TREATMENT PROVIDERS.WELLNESS AND PREVENTION PROVIDES SERVICES FOR PEOPLE INVOLVED WITH THE CRIMINAL JUSTICE SYSTEM AT-RISK FOR, OR COPING WITH, SUBSTANCE USE DISORDER, HEPATITIS AND HIV/AIDS, OR OTHER INFECTIOUS DISEASES. SERVICES INCLUDE HIV/AIDS COUNSELING, PEER TRAINING, EDUCATION, REENTRY, DISCHARGE, TRANSITIONAL PLANNING, CASE MANAGEMENT, LINKAGE TO PRIMARY CARE, TREATMENT ADHERENCE, AND SUPPORT GROUPS.ELDER REENTRY INITIATIVE (ERI): PROVIDES SPECIALIZED DISCHARGE PLANNING AND CASE MANAGEMENT FOR OLDER ADULTS RETURNING FROM INCARCERATION, ADDRESSING AGE-RELATED HEALTH, HOUSING, AND SOCIAL NEEDS THROUGH INDIVIDUALIZED SERVICE PLANS. 3717695 595607 31390221 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 91 0 1 496 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ANGEL VAIL VP OF FINANCE 7187072648 175 REMSEN STREET SUITE 800 BROOKLYN NY 11201 ADAM HELLEGERS DIRECTOR 0.30 0.20 X 0 0 0 ALISON NOVAK DIRECTOR 0.30 0.10 X 0 0 0 ANA M BERMUDEZ DIRECTOR 0.30 X 0 0 0 ANDREW POTASH DIRECTOR 0.30 X 0 0 0 BRIAN FISCHER DIRECTOR 0.30 X 0 0 0 DAVID T GOLDBERG DIRECTOR 0.30 X 0 0 0 DR ZELMA WESTON HENRIQUES SECRETARY (UNTIL 12/5/24) 0.30 0.40 X X 0 0 0 ESTHER FEIN DIRECTOR 0.30 0.10 X 0 0 0 JOHN VALVERDE DIRECTOR (UNTIL 11/22/24) 0.30 X 0 0 0 KATRINA VANDEN HEUVEL DIRECTOR 0.30 X 0 0 0 LUCRETIA OSBORNE WELLS DIRECTOR 0.30 0.20 X 0 0 0 MAGGIE WOLK DIRECTOR 0.30 X 0 0 0 MATTHEW M WAMBUA CHAIR 0.30 0.40 X 0 0 0 MICHAEL L RYAN TREASURER (UNTIL 6/24/25) 3.00 0.20 X 0 0 0 PAGE TRAVELSTEAD DIRECTOR 0.30 X 0 0 0 RACHEL BEDARD SECRETARY 0.30 0.40 X X 0 0 0 REV DR ALFONSO WYATT DIRECTOR 0.30 X 0 0 0 SWIFT SO EDGAR DIRECTOR 0.30 X 0 0 0 VICTOR F GERMACK DIRECTOR (UNTIL 1/1/25) 0.30 0.40 X 0 0 0 YASMIN CORNELIUS HURTSON DIRECTOR (6/6/25) 0.30 X 0 0 0 DANA WAX EXECUTIVE VICE PRESIDENT 35.00 4.00 X 188007 0 26097 JONATHAN MONSALVE PRESIDENT & CEO 42.00 2.00 X 275103 0 24816 MICHELLE HOWARD ASSOCIATE EXECUTIVE DIRECTOR 42.00 2.00 X 194570 0 60809 PAUL LIEFRIG EXECUTIVE VP AND CFO 35.00 4.00 X 152434 0 10369 ANDREA GOUPALSINGH PROGRAM DIRECTOR - CAS 35.00 X 141357 0 27078 CHRISTINA RUSESKAS-GREEEN DIRECTOR OF SUPPORTIVE HOUSING 35.00 X 126348 0 23606 JUSTIN BURKE VP OF STRATEGIC COMMUNICATIONS 35.00 X 160204 0 9612 LAURA ROAN PROGRAM DIRECTOR 35.00 X 132629 0 8358 TANYA KRUPAT VP OF POLICY AND ADVOCACY 35.00 X 149521 0 36615 1520173 0 227360 24 0 1 0 W A R M INC 8 WEST 126TH STREET NEW YORK NY 10455 PROVIDE COMMUNITY AWARENESS AND EDUCATIO 865311 CENTER FOR EMPLOYMENT OPPORTUNITIES INC 50 BROADWAY SUITE 1604 NEW YORK NY 10004 PROVIDE EMPLOYMENT RELATED SERVICES 603154 CAREY & CO 58 PECONIC AVE WEST BABYLON NY 11704 CONSULTING SERVICES 470808 CHILD TRENDS INCORPORATED 12300 TWINBROOK PARKWAY 235 ROCKVILLE MD 20852 DATA ANALYTIC SERVICES 299497 COMMUNITY COUNSELLING SERVICE LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 SECURITY SERVICES 282100 9 780914 28424047 1507169 30712130 JANITORIAL SERVICE FEE 561700 7555153 7555153 RENTAL INCOME 561000 1393747 1393747 MANAGEMENT FEE 561000 315467 315467 9264367 2660 2660 76665 780914 283137 -206472 -206472 OTHER INCOME 561000 391919 391919 391919 40164604 9656286 0 -203812 1051383 365038 686345 20138753 16981515 2807989 349249 512048 398327 93083 20638 2367372 1818213 456204 92955 2211151 1689798 437039 84314 1525 1525 224493 224493 96476 96476 2642667 1192501 951343 498823 1567474 1000251 526645 40578 5595222 3838212 1686032 70978 95736 74571 17702 3463 662772 662772 661755 489794 171961 1663411 1454421 199728 9262 DIRECT PARTICIPANT COST 1800489 1787252 13001 236 NYSID FEE 156086 89530 57515 9041 REPAIRS AND MAINTENANCE 96901 35533 61368 DIRECT MAIL AND SPECIAL 30934 1008 29926 304731 174257 115478 14996 41881379 31390221 9170223 1320935 X 758024 863992 26545 45025 16160416 10596206 1901999 323327 220005 7355370 4829751 2615957 2525619 922599 1041868 17204025 16890438 38010893 34085152 3449614 1997439 4557866 5734760 7143025 7108327 791412 8133483 6893230 24075400 21733756 X 9908810 8324713 4026683 4026683 13935493 12351396 38010893 34085152 -1716775 132678 0 X X 0 1 X 1 1 1 X 22104533 26701695 29061363 31787640 30712130 140367361 22104533 26701695 29061363 31787640 30712130 140367361 140367361 114 116 100 100 2660 3090 138865 7873 376614 347345 391919 1262616 141633067 46335089 0.99110 0.99240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 40,360. 2021 AMOUNT: $ 7,873. 2022 AMOUNT: $ 376,614. 2023 AMOUNT: $ 347,345. 2024 AMOUNT: $ 391,919. RETURNING CITIZENS STIMULUS PROGRAM - 2020 AMOUNT: $ 98,505. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 664417 664417 2924860 2619560 305300 1496704 448612 1048092 1251977 822057 429920 1017412 939522 77890 2525619 SECURITY DEPOSITS 98246 DUE FROM AFFILIATED ORGANIZATIONS 10324087 LEASE RIGHT-OF-USE ASSETS 6402329 FINANCE LEASE RIGHT-OF-USE ASSET 65776 16890438 LEASE LIABILITIES 6893230 6893230 X 38878738 132678 -1418544 -1285866 40164604 0 40164604 43078240 1196861 1196861 41881379 0 41881379 PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024, IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' REVENUE 2,319,644. CONSOLIDATING ELIMINATIONS -3,738,188. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 4,935,049. CONSOLIDATING ELIMINATIONS -3,738,188. X X X X X 1 ASTIC PRODUCTIONS 135 WEST 50TH STREET 2ND FLOOR NEW YORK NY 10020 EVENT PRODUCER TO PROVIDE EVENT PLANNING 0 812476 91402 721075 LYDIA FENET AGENCY LLC 41 WAREN STREET APT 5 NEW YORK NY 10007 PROVIDING AUCTIONEERS TO PERFORM AUCTIONEERING SERVICES 0 45103 5074 40029 857579 96476 761104 ANNUAL BENIFIT 857579 780914 76665 283137 857579 780914 76665 283137 283137 -206472 X X X 0 0 0 0 0 0 0 0 0 JONATHAN MONSALVE PRESIDENT & CEO 273703 0 0 0 1400 0 9150 0 15666 0 299919 0 0 0 MICHELLE HOWARD ASSOCIATE EXECUTIVE DIRECTOR 194482 0 0 0 88 0 12546 0 48263 0 255379 0 0 0 DANA WAX EXECUTIVE VICE PRESIDENT 187855 0 0 0 152 0 6287 0 19810 0 214104 0 0 0 TANYA KRUPAT VP OF POLICY AND ADVOCACY 149248 0 0 0 273 0 8995 0 27620 0 186136 0 0 0 JUSTIN BURKE VP OF STRATEGIC COMMUNICATIONS 159900 0 0 0 304 0 9594 0 18 0 169816 0 0 0 ANDREA GOUPALSINGH PROGRAM DIRECTOR - CAS 140664 0 0 0 693 0 8520 0 18558 0 168435 0 0 0 PAUL LIEFRIG EXECUTIVE VP AND CFO 151982 0 0 0 452 0 1200 0 9169 0 162803 0 0 0 SCHEDULE J, PART II: JONATHAN MONSALVE, PRESIDENT & CEO RECEIVED CAR ALLOWANCE FOR $1,238 AND IT IS REPORTED IN COLUMN (B)(III). FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS TO CAREY & CO. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE IN DETAIL AND THEN SENT TO THE BOARD FOR COMMENT. IF NONE RECEIVED IN 7 DAYS, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE SHALL ANNUALLY SIGN AND SUBMIT TO THE CORPORATE COMPLIANCE OFFICER A STATEMENT IN SUBSTANTIALLY WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE POLICY, (B) HAS READ AND UNDERSTANDS THIS POLICY, AND (C) HAS AGREED TO COMPLY WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERFORMS AN ANNUAL COMPENSATION REVIEW WHICH IS SUBSEQUENTLY APPROVED IN EXECUTIVE COMMITTEE SESSION. THE EXECUTIVE DIRECTOR, WITH ANNUAL REVIEW AND APPROVAL BY THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE OF THE BOARD, SETS THE SALARY AND COMPENSATION AND BENEFIT LEVELS FOR ALL KEY EMPLOYEES. IN SETTING THE APPROPRIATE LEVELS OF COMPENSATION, THEY USE COMPENSATION SURVEY OR STUDY APPROPRIATE FOR THE INDUSTRY THEY ARE IN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMNTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 809 WESTCHESTER LLC 809 WESTCHESTER AVE BRONX NY 10455 832108324 HOLDING COMPANY DE 410000 2855304 THE OSBORNE ASSOCIATION OSBORNE TREATMENT SERVICES INC 809 WESTCHESTER AVENUE BRONX NY 10455 133517886 OFFERS OPPORTUNITIES FOR INDIVIDUALS WHO HAVE BEEN IN CONFLICT WITH THE LAW NY 501(C)(3) LINE 7 THE OSBORNE ASSOCIATION INC 1 THOMAS MOTT OSBORNE MEMORIAL FUND INC 809 WESTCHESTER AVENUE BRONX NY 10455 136168306 PROVIDES FINANCIAL SUPPORT/FACILITIES TO AFFILIATES TO FURTHER THEIR MISSION NY 501(C)(3) LINE 12A, I THE OSBORNE ASSOCIATION INC 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0