2023-05-08T17:48:45-05:00 2022-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-07-01 134038495 JOB PATH INC JOBP 2129440564 256 WEST 38TH STREET 2FL NEW YORK NY 10018 CARLY TEICHMAN CHIEF EXECUTIVE OFFICER 2129440564 2023-05-08 1 CARLY TEICHMAN XXX-XX-XXXX EVA MRUK P00543254 9143818900 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CARLY TEICHMAN 256 WEST 38TH STREET 2FL NEW YORK NY 10018 12425806 0 X WWW.JOBPATHNYC.ORG X 1998 NY JOB PATH SUPPORTS PEOPLE WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES. 16 16 218 18 0 0 2641454 1410690 8613585 11004172 732 1269 8103 -21807 11263874 12394324 4263 0 0 0 7439419 9773045 24250 900 266675 2462213 2838426 9930145 12612371 1333729 -218047 6163326 6390021 1767251 2211993 4396075 4178028 X JOB PATH SUPPORTS PEOPLE WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES. OUR PROGRAMS HELP PEOPLE FIND STABLE EMPLOYMENT, LIVE IN THEIR OWN HOMES AND BECOME INVOLVED IN COMMUNITY LIFE. WE BELIEVE THAT:EVERYONE HAS GIFTS AND CAPACITIESEVERYONE HAS THE RIGHT TO MAKE DECISIONS ABOUT THEIR OWN LIFEEVERYONE HAS A VOICE THAT SHOULD BE HEARDEVERYONE SHOULD HAVE THE OPPORTUNITY TO JOIN THE WORKFORCEEVERYONE HAS A ROLE TO PLAY IN COMMUNITY LIFE 0 0 4105789 4333905 SUPPORTED LIVING OUR SUPPORTED LIVING PROGRAM PROVIDES AN ALTERNATIVE TO TRADITIONAL GROUP HOMES. THE PROGRAM HELPS PEOPLE FIND APPROPRIATE HOUSING AND PUTS IN PLACE WHATEVER STAFFING SUPPORTS THEY NEED TO MANAGE THEIR LIVES, THEIR HEALTH AND THEIR HOUSEHOLDS. SOME PEOPLE LIVE ALONE WHILE OTHERS LIVE WITH ONE OR TWO ROOMMATES. IN SOME CIRCUMSTANCES, PEOPLE LIVE WITH A NONDISABLED ROOMMATE WHO PROVIDES SOME OF THEIR SUPPORT. INDIVIDUALS RECEIVE WHATEVER LEVEL OF ASSISTANCE THEY NEED FROM A FEW HOURS PER WEEK UP TO 24/7 SUPPORT. 3627026 2989028 EMPLOYMENT WE BELIEVE THAT EVERYONE SHOULD HAVE THE OPPORTUNITY TO JOIN THE WORKFORCE. THE CUSTOMIZED EMPLOYMENT STRATEGIES THAT PROVIDE THE FOUNDATION FOR OUR WORK ENABLE US TO FULFILL THE PROMISE OF "EMPLOYMENT FOR ALL." THESE STRATEGIES PINPOINT THE SKILLS AND TALENTS THAT EVEN PEOPLE WITH THE MOST SIGNIFICANT DISABILITIES CAN BRING TO THE WORKFORCE AND PROVIDE WAYS TO WORK WITH BUSINESSES TO CREATE JOBS THAT WORK FOR BOTH THE EMPLOYEE AND THE EMPLOYER. THIS PAST YEAR, JOB PATH SUPPORTED OVER 300 PEOPLE IN ITS EMPLOYMENT PROGRAMS. IN ADDITION TO HELPING NEW ENROLLEES FIND EMPLOYMENT, THIS PAST YEAR WE FOCUSED ON GETTING PEOPLE BACK TO WORK SINCE THE MAJORITY OF THE PEOPLE WHO HAD JOBS WERE FURLOUGHED WHEN THE PANDEMIC HIT. APPROXIMATELY 85% OF THESE INDIVIDUALS HAVE RETURNED TO THEIR PREVIOUS EMPLOYMENT OR HAVE BEEN PLACED IN NEW JOBS. WE'VE BEEN PLEASED TO ADD FIVE NEW BUSINESSES TO OUR LIST OF APPROXIMATELY 125 EMPLOYER PARTNERS, AND TO SEE MANY LONGTIME PARTNERS TURN TO JOB PATH WHEN THEY NEED TO HIRE. UNDER THE AUSPICES OF OUR EMPLOYMENT PROGRAM, WE OPERATE SEVERAL SPECIAL PROJECTS. ESTABLISHED IN 2012, JOB PATH'S CONSORTIUM FOR CUSTOMIZED EMPLOYMENT (CCE) BRINGS TOGETHER 14 ORGANIZATIONS THAT ARE COMMITTED TO USING CUSTOMIZED EMPLOYMENT FOR THEIR JOB SEEKERS AND A NETWORK OF MORE THAN 60 BUSINESSES THAT UNDERSTAND THESE STRATEGIES AND USE THEM TO HIRE JOB SEEKERS FROM MEMBER AGENCIES. IN ADDITION TO THE CCE'S JOB DEVELOPMENT EFFORTS, MEMBER AGENCIES GATHER MONTHLY FOR PRESENTATIONS FROM NATIONAL EXPERTS AND TO SHARE EXPERIENCES AND LEARN FROM ONE ANOTHER. SINCE THE BEGINNING OF THE PANDEMIC, WE'VE USED VIRTUAL PLATFORMS FOR THE MONTHLY GATHERINGS, AND PARTICIPATION HAS REMAINED STRONG. IN ADDITION, WE OPERATE FOUR SPECIAL PROJECTS THAT FURTHER OUR MISSION TO PROVIDE BEST PRACTICES IN THE FIELD. FOR EXAMPLE, THROUGH PROJECT NEXT STEP, WE PARTNER WITH A SCHOOL OPERATED BY NEW YORK CITY'S DEPARTMENT OF EDUCATION, WORKING WITH STUDENTS IN SCHOOL IN THE YEARS PRIOR TO GRADUATION. PROJECT NEXT STEP HELPS INDIVIDUALS WHO ARE CURRENTLY EMPLOYED TO ADVANCE IN THEIR CAREERS. PROJECT SKILL BUILD, IS AN INDUSTRY SPECIFIC CAREER TRAINING PROGRAM. THIS YEAR WE COMPLETED THE DEVELOPMENT OF A CUSTOMIZED BAKING CURRICULUM FOR PARTICIPANTS IN OUR DAY HAB PROGRAM, WHICH RAN DURING THE FALL OF 2022. OUR NEWEST PROGRAM, PROJECT SKILL UP, IS A CUSTOMIZED SKILL BUILDING PROGRAM WHICH ASSISTS PEOPLE TO RECEIVE 1:1 TRAINING ON SKILLS THAT THEY HAVE IDENTIFIED WILL BOOST THEIR CONFIDENCE, AND EXPAND THEIR SKILL SETS, WHICH CAN BE ADDED TO THEIR RESUMES. 3162965 3681239 DAY SUPPORTS (COMMUNITY SUPPORTS/LIFE COACHING)JOB PATH'S COMMUNITY CONNECTIONS PROGRAM HELPS PEOPLE CONNECT TO CIVIC, RECREATIONAL AND EDUCATIONAL ACTIVITIES IN THEIR COMMUNITIES. DESIGNED AS AN ALTERNATIVE TO GROUP ORIENTED DAY HABILITATION PROGRAMS, COMMUNITY CONNECTIONS SUPPORTS JUST OVER 100 PEOPLE, EACH OF WHOM HAS THEIR OWN SCHEDULE OF ACTIVITIES BASED ON THEIR PARTICULAR INTERESTS AND RECEIVES ASSISTANCE FROM JOB PATH'S DIRECT SUPPORT PROFESSIONAL STAFF. THE PANDEMIC CONTINUES TO HAVE A SIGNIFICANT IMPACT ON THIS PROGRAM. ALTHOUGH AS CONDITIONS IMPROVED, MANY PEOPLE BEGAN TO RECEIVE IN-PERSON SUPPORT, MUCH PROGRAMMING STILL OCCURS ON VIRTUAL PLATFORMS. WE OFFERED A WIDE RANGE OF ACTIVITIES INCLUDING EVERYTHING FROM A VIRTUAL TRAVEL GROUP TO SPANISH CLASSES. OUR OUTSIDE VOICES THEATER COMPANY, POETRY COLLECTIVE AND ART STUDIO MEET VIRTUALLY AS WELL. IN ADDITION, OUR STAFF MET INDIVIDUALLY WITH PEOPLE, USING VIRTUAL MEANS TO HELP THEM CONTINUE TO BUILD SKILLS AND EXPLORE THEIR INTERESTS. 10895780 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 218 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X CARLY TEICHMAN 2129440564 256 WEST 38TH STREET 2FL NEW YORK NY 10018 GARY MAYERSON CHAIRMAN 2.00 X X 0 0 0 RUSSELL POMERANZ TREASURER THRU 09/21 2.00 X X 0 0 0 MELKIS ALVAREZ-BAEZ TREASURER 2.00 X X 0 0 0 JOAN BELL TRUSTEE 1.00 X 0 0 0 DAWN GALLERY-KHAN TRUSTEE 1.00 X 0 0 0 NEIL GOKLANI TRUSTEE 1.00 X 0 0 0 JIM GORDON TRUSTEE 1.00 X 0 0 0 KEVIN INNES TRUSTEE 1.00 X 0 0 0 DIANA MCCOURT TRUSTEE 1.00 X 0 0 0 ROGER OLIVER TRUSTEE 1.00 X 0 0 0 JOHN O'NEILL PHD TRUSTEE 1.00 X 0 0 0 C WILLIAM PHILLIPS ESQ TRUSTEE 1.00 X 0 0 0 ULY RAMOS TRUSTEE 1.00 X 0 0 0 MAURA ROSE TRUSTEE 1.00 X X 0 0 0 MARY PAT RYAN TRUSTEE 1.00 X 0 0 0 MARCIO SILVA TRUSTEE 1.00 X 0 0 0 JON TKACH TRUSTEE 1.00 X 0 0 0 FREDDA ROSEN EXECUTIVE DIRECTOR/PRESIDENT 50.00 X 145327 0 24351 CARLY TEICHMAN CHIEF EXECUTIVE OFFICER 40.00 X 117648 0 37274 SARA LESCH GENERAL COUNSEL/SECRETARY 25.00 X 1698 0 0 AIMEE ALTHOFF ASSOC. EXECUTIVE DIRECTOR 40.00 X 125621 0 15109 390294 0 76734 3 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 FINANCIAL MGMT SERVICES 237724 1 143085 154520 1113085 5130 1410690 MEDICAID 623990 9962129 9962129 SOCIAL SERVICES 623990 976588 976588 PRIVATE PAY 623990 65455 65455 11004172 1269 1269 9675 143085 31482 -21807 -21807 12394324 11004172 0 -20538 396570 159910 236660 7422799 6692884 543561 186354 144845 127539 13685 3621 944817 806227 109404 29186 864014 786397 61626 15991 12693 12693 183619 183619 900 900 229527 214230 6320 8977 79599 1432 78142 25 237853 184840 47619 5394 163557 120956 34030 8571 1079634 1017374 57793 4467 36579 34455 2015 109 44155 23644 20431 80 31543 12540 19003 43201 36331 6420 450 MEDICAID RESERVE 189496 189496 PARTICIPANT INCIDENTALS 161251 160464 787 REPAIRS & MAINTENANCE 116753 108675 7467 611 ACTIVITY FEES 79033 76251 2582 200 149933 142135 6059 1739 12612371 10895780 1449916 266675 28214 49940 2887500 3238732 361630 487274 2548662 2265881 77123 47151 478217 351121 89648 127096 170549 173947 6163326 6390021 1427928 1873130 339323 338863 1767251 2211993 X 4044445 3498299 351630 679729 4396075 4178028 6163326 6390021 -218047 0 X X 0 1 X 1 0 X 977131 1020950 1445630 2641454 1410690 7495855 8297213 9107424 9083300 8613585 11004172 46105694 9274344 10128374 10528930 11255039 12414862 53601549 74186 167941 70610 74480 104418 491635 0 74186 167941 70610 74480 104418 491635 53109914 2023 336 336 732 1269 4696 2023 336 336 732 1269 4696 16501 35654 39738 16450 108343 9292868 10164364 10569004 11272221 12416131 53714588 0.98870 0.98580 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 16,501. 2018 AMOUNT: $ 35,654. 2019 AMOUNT: $ 2,555. LEASE TERMINATION - UBIT TAX REFUND - 2019 AMOUNT: $ 37,183. BAD DEBT RECOVERY - 2020 AMOUNT: $ 16,450. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 70 0 1 1448 1518 0 PART II-B, LINE 1: SELECT EMPLOYEES OF OUR SENIOR MANAGEMENT TEAM ATTEND PROVIDER ASSOCIATION MEETINGS, WHICH DISCUSS TOPICS REGARDING OUR INDUSTRY. OCCASIONALLY THOSE MEETINGS MAY INCLUDE DISCUSSIONS TO PREPARE FOR OR PARTICIPATE IN LOBBYING GOVERNMENT OFFICIALS CONCERNING PENDING OR PROPOSED LEGISLATION. 480724 480724 480724 480724 480433 291 480724 480097 336 480433 478085 2012 480097 1.00000 0.00000 0.00000 0 0 166124 91891 74233 312093 259230 52863 127096 DEFERRED RENT 338863 338863 X 12605775 179969 31482 211451 12394324 0 12394324 12823822 179969 31482 211451 12612371 0 12612371 PART V, LINE 4: THE BOARD DESIGNATED FUND HOLDS AND ADMINISTERS CERTAIN FUNDS FOR THE PURPOSE OF GENERATING INCOME FOR JOB PATH'S INNOVATIVE PROJECTS. PART X, LINE 2: JOB PATH RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT JOB PATH HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. JOB PATH IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON PART VIII, LINE 8B 31,482. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE REPORTED ON PART VIII, LINE 8B 31,482. GALA BENEFIT 152760 143085 9675 3198 10404 17880 152760 143085 9675 3198 10404 17880 31482 -21807 X X X X X 0 0 0 0 0 0 0 0 0 FREDDA ROSEN EXECUTIVE DIRECTOR/PRESIDENT 145327 0 0 0 0 0 7513 0 16838 0 169678 0 0 0 CARLY TEICHMAN CHIEF EXECUTIVE OFFICER 117648 0 0 0 0 0 6350 0 30924 0 154922 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B JOB PATH, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO EACH MEMBER OF THE FINANCE COMMITTEE. THE COMMITTEE REVIEWS AND PROVIDES COMMENTS AND ANY SUGGESTED CHANGES. AFTER MAKING ANY CHANGES REQUIRED BY THE FINANCE COMMITTEE, THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES AT LEAST FIVE BUSINESS DAYS BEFORE FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, OFFICERS, ADMINISTRATORS AND EMPLOYEES MUST DISCLOSE ANY EXISTING OR NEW RELATIONSHIPS THAT MAY GIVE THE APPEARANCE OF A CONFLICT OF INTEREST. IF A BOARD DIRECTOR BELIEVES THAT THEY HAVE A CONFLICT, THEY MUST DISCLOSE IT TO THE BOARD CHAIR, WHICH WILL BE REFLECTED IN THE MINUTES OF THE BOARD MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. A VOTE WILL THEN TAKE PLACE AMONG THE DISINTERESTED BOARD MEMBERS TO DETERMINE IF THE ORGANIZATION SHOULD PROCEED WITH THE ARRANGEMENT. IF A TRUSTEE OR EMPLOYEE HAS A CONFLICT OF INTEREST, THEY SHALL DISCLOSE THIS CONFLICT TO THE EXECUTIVE DIRECTOR AND THE BOARD CHAIR, AND APPROPRIATE MEASURES WILL BE TAKEN. EACH TRUSTEE AND EMPLOYEE SHALL ANNUALLY SIGN AND SUBMIT A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A IN 2022, JOB PATH HIRED A NEW CHIEF EXECUTIVE OFFICER. THE CEO'S COMPENSATION ARRANGEMENT WAS APPROVED IN ADVANCE AS JUST AND REASONABLE BY JOB PATH'S BOARD OF TRUSTEES BY UNANIMOUS WRITTEN CONSENT, WHICH WAS DOCUMENTED IN AN APRIL 1, 2022 UNANIMOUS WRITTEN CONSENT RESOLUTION. THE APRIL 2022 RESOLUTION DOCUMENTED THE APPROVED COMPENSATION AS WELL AS THE BOARD'S RELIANCE, IN REACHING THAT CONCLUSION, UPON (I) THE RECOMMENDATIONS OF A SEARCH COMMITTEE OF JOB PATH TRUSTEES; AND (II) COMPARABLE ORGANIZATION SALARY DATA DEMONSTRATING THE FAIR MARKET VALUE OF THE NEW CEO'S COMPENSATION THAT HAD BEEN DRAWN FROM THE GUIDESTAR NONPROFIT COMPENSATION REPORT AND THAT HAD BEEN COMPILED BY AN EXECUTIVE SEARCH FIRM HIRED BY JOB PATH. THIS PROCESS WAS LAST TAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 JOB PATH, INC. MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. THE FORM 990, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON JOB PATH'S WEBSITE. IN ADDITION, THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 256 WEST 38TH STREET, NEW YORK, NY 10018, OR BY CALLING THE ORGANIZATION DIRECTLY AT (212)944-0564. FORM 990, PART XII, LINE 2C: JOB PATH, INC. HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.