2023-06-29T11:00:19-05:00 2022-06-30 FORVIS LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2021-07-01 133931074 The Bronx Defenders % JESUS INFANTE BRON 7188387878 360 East 161st Street Bronx NY 10451 OLDERMAN JUSTINE EXECUTIVE DIRECTOR 7188387878 2023-06-25 true Justine Olderman 999009999 Aaron Shapiro P01333816 2128674000 2 2021 2023-04-26 12:10:37Z X Justine Olderman 360 East 161st Street Bronx NY 10451 51806033 false X WWW.BRONXDEFENDERS.ORG/ X 1997 NY THE BRONX DEFENDERS PROVIDES LEGAL REPRESENTATION AND OTHER RELATED SERVICES TO MORE THAN 20,000 LOW-INCOME PEOPLE IN THE BRONX, EVERY YEAR, FREE OF CHARGE. 12 12 452 12 0 47344615 51688820 24915 66130 0 0 -1554 51083 47367976 51806033 0 0 0 0 40058537 40801693 19000 39000 430215 7922756 9419367 48000293 50260060 -632317 1545973 22219409 24918932 16356542 17510092 5862867 7408840 X THE BRONX DEFENDERS IS A PUBLIC DEFENDER THAT IS RADICALLY TRANSFORMING HOW PEOPLE IN THE BRONX ARE REPRESENTED IN OUR LEGAL SYSTEM AND, IN DOING SO, IS TRANSFORMING THE SYSTEM ITSELF. WE HAVE DEVELOPED A GROUNDBREAKING, NATIONALLY RECOGNIZED MODEL OF HOLISTIC DEFENSE THAT ACHIEVES BETTER OUTCOMES FOR THE PEOPLE WE REPRESENT. EACH YEAR, WE DEFEND OVER 20,000 LOW-INCOME PEOPLE IN CRIMINAL, CIVIL, FAMILY, AND IMMIGRATION CASES, AND REACH THOUSANDS MORE THROUGH OUR COMMUNITY INTAKE AND OUTREACH PROGRAMS. TODAY WE ARE REIMAGINING THE ROLE OF PUBLIC DEFENSE EVEN FURTHER, USING COMMUNITY ORGANIZING, LEGISLATIVE ADVOCACY, AND IMPACT LITIGATION TO PARTNER WITH THE COMMUNITIES WE SERVE TO BRING ABOUT SYSTEMIC CHANGE. false false 33979783 66130 HOLISTIC DEFENSE: EVERY PERSON WHO COMES TO THE BRONX DEFENDERS FOR ASSISTANCE IS CONNECTED TO A TEAM OF ADVOCATES, INCLUDING CRIMINAL DEFENSE ATTORNEYS, FAMILY DEFENSE ATTORNEYS, CIVIL ATTORNEYS, IMMIGRATION ATTORNEYS, SOCIAL WORKERS, CIVIL LEGAL ADVOCATES, PARENT ADVOCATES, IMMIGRATION ADVOCATES, AND BENEFITS SPECIALISTS. EACH OF THESE TEAMS FOSTERS INTERDISCIPLINARY SKILLS, ENSURES COMPASSIONATE AND COMPREHENSIVE REPRESENTATION, AND SUPPORTS A CULTURE OF INNOVATIVE, ZEALOUS, AND HOLISTIC ADVOCACY. WE ALSO LEVERAGE THE EXPERIENCE OF THESE TEAMS IN AN EARLY ADVOCACY PROGRA THAT ACTS AS AN OFFRAMP FOR THOSE AT RISK OF FUTURE SYSTEM INVOLVEMENT. IN THE YEAR ENDING 6/30/2022, WE REPRESENTED OVER 20,000 PEOPLE THROUGH THIS HOLISTIC DEFENCE MODEL. 8493001 SYSTEMIC ADVOCACY: OUR PROXIMITY TO THE LEGAL SYSTEM AND THE EXPERIENCES OF THE PEOPLE WE REPRESENT PLACES US ON THE FRONT LINE IN THE FIGHT FOR FAIRNESS, JUSTICE, AND EQUALITY. AS A RESULT, WE HAVE THE FIRSTHAND INSIGHT NECESSARY TO IDENTIFY SYSTEMIC PROBLEMS AND THE EXPERTISE TO SPEARHEAD LONG-TERM SOLUTIONS. THROUGH IMPACT LITIGATION, POLICY REFORM ADVOCACY, COMMUNITY ORGANIZING AND STRATEGIC COMMUNICATIONS, WE PUSH FOR SYSTEMIC CHANGES AT THE LOCAL, STATE, AND NATIONAL LEVEL particularly active in fighting for legislative change in cannabis laws, drivers license suspension, and ending solitary confinement as well as being at the forefront of advocating for policies and laws that are proactive and responsive to the public health crisis of COVID-19. 435091 TRAINING AND EDUCATION: WE HELP PUBLIC DEFENDERS AND OTHER ADVOCATE INCORPORATE THE PRINCIPLES OF HOLISTIC DEFENSE INTO THEIR PRACTICES, AT THE INDIVIDUAL OR THE ORGANIZATIONAL LEVEL. WE ALSO PROVIDE PERSONAL AND PROFESSIONAL GROWTH OPPORTUNITIES FOR COMMUNITY MEMBERS THROUGH MENTORSHIP. SPECIFIC ONGOING AND ANNUAL INITIATIVES INCLUDE THE CENTER FOR HOLISTIC DEFENSE, THE DEFENDER'S ACADEMY (TRIAL SKILLS TRAINING), THE ROBERT P. PATERSON, JR. MENTORING PROGRAM, AND CLINICS AT COLUMBIA LAW SCHOOL AND CARDOZO SCHOOL OF LAW. IN THE YEAR ENDING 6/30/22, WE PROVIDED TRAINING, MENTORSHIP, AND OTHER RELATED SERVICES BOTH IN PERSON AND VIRTUAL TO OVER 1,000 INDIVIDUALS FROM OVER 100 OTHER DEFENDER OFFICES, ORGANIZATIONS, AND COMMUNITY GROUPS. 42907875 true true false true false false false false false false true false false false true false true false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false true 166 0 452 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false CT NJ NY VA X JESUS INFANTE 7188387878 360 EAST 161ST STREET BRONX NY 10451 JUSTINE OLDERMAN EXECUTIVE DIRECTOR 50.0 0.0 X 293709 0 45342 CANDICE CARNAGE CHIEF OPERATING OFFICER 50.0 0.0 X 230410 0 16458 ERIC VIELAND through 1221 GENERAL COUNSEL 50.0 0.0 X 220024 0 7617 JESUS INFANTE Interim COO 50.0 0.0 X 213020 0 6939 EMMA KETTERINGHAM MANAGING DIRECTOR OF FAMILY DE 50.0 0.0 X 201957 0 6893 SHANNON CUMBERBATCH MANAGING DIRECTOR OF EIT 50.0 0.0 X 192817 0 15649 ROBYN MAR CHIEF PRACTICE OFFICER 50.0 0.0 X 192032 0 6611 SAMETH CAINES CHIEF OF STAFF 50.0 0.0 X 169266 0 25274 JENNIFER BORCHETTA MANAGING DIRECTOR OF IMPACT LI 50.0 0.0 X 157432 0 31268 ANN MATHEWS MANAGING DIR CRIMINAL DEFENSE 50.0 0.0 X 181838 0 6243 AMY CRAWFORD DIRECTOR STRATEGIC PARTNERSHIP 50.0 0.0 X 176562 0 6198 RUNA RAJAGOPAL MANAGING DIRECTOR CIVIL ACTION 50.0 0.0 X 162101 0 13900 SCOTT LEVY Managing Director of Policy 50.0 0.0 X 140263 0 31237 JULLIAHANN WASHINGTON CFO; MANAGING DIR OF FINANCE 50.0 0.0 X 161346 0 5656 JENNY SEMMEL Mental Health Supervisor 50.0 0.0 X 146212 0 13986 SARAH DERI-OSHIRO MANAGING DIRECTOR IMMIGRATION 50.0 0.0 X 152777 0 5290 EARL WARD BOARD CHAIR 0.3 0.0 X X 0 0 0 LEV DASSIN BOARD SECRETARY 0.3 0.0 X X 0 0 0 P BENJAMIN DUKE TREASURER 0.3 0.0 X X 0 0 0 JAY COHEN BOARD MEMBER 0.3 0.0 X 0 0 0 ESTELA DIAZ BOARD MEMBER 0.3 0.0 X 0 0 0 NICOLE SMITH FUTRELL BOARD MEMBER 0.3 0.0 X 0 0 0 OMAR KHAN BOARD MEMBER 0.3 0.0 X 0 0 0 RONALD MINKOFF BOARD MEMBER 0.3 0.0 X 0 0 0 MARK RACANELLI BOARD MEMBER 0.3 0.0 X 0 0 0 LEKE OSINUBI BOARD MEMBER 0.3 0.0 X 0 0 0 MICHELE ROBERTS BOARD MEMBER 0.3 0.0 X 0 0 0 Abbe Smith BOARD MEMBER 0.3 0.0 X 0 0 0 2991766 0 244561 68 false true false Trinity Park Ave Mixed Use MT LLC 855 Courtlandt Avenue BRONX NY 10451 Rental Space 679786 NCheng LLP 40 Wall Street 32nd Floor NEW YORK NY 10005 Financial Services 479630 Courtlandt Corners II Leasing LLC 902 Broadway NEW YORK NY 10010 Rental Space 436327 Johanna Steinberg Law PLLC 1 Grand Army Plaza BROOKLYN NY 11238 Legal Services 201500 We Scan USA LLC 51-05 Flushing Avenue MASPETH NY 11378 Scanning Services 199725 7 48151222 3537598 51688820 ATTORNEY'S FEES 900099 66130 66130 66130 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 51083 51083 51083 51806033 66130 51083 0 0 0 0 2297847 566815 1707487 23545 0 30545894 28032881 2294838 218175 944888 865299 72833 6756 4436891 3937717 466432 32742 2576173 2251045 306176 18952 0 357251 211022 144541 1688 486495 287325 196872 2298 43884 43884 39000 39000 0 2342990 1703172 631960 7858 185559 162141 22053 1365 1137514 1000157 83876 53481 603744 424584 175676 3484 0 2329868 2035825 276903 17140 348040 269037 76738 2265 0 0 171557 171557 0 1160892 986758 174134 199243 174097 23680 1466 MISCELLANEOUS 52330 52330 50260060 42907875 6921970 430215 2390783 3971136 0 0 813573 991117 13776155 15170579 0 0 0 0 0 0 0 0 631323 338996 14643892 10595205 4607575 4048687 0 0 0 0 0 0 0 0 0 398417 22219409 24918932 1830742 2188074 0 0 1696666 6409571 0 0 0 0 0 0 5100000 0 6792797 7959159 936337 953288 16356542 17510092 X 4344916 6135926 1517951 1272914 5862867 7408840 22219409 24918932 1545973 X false true X true false X 37019329 39935206 44344752 47344615 51688820 220332722 0 0 37019329 39935206 44344752 47344615 51688820 220332722 0 220332722 0 0 507326 166714 6106 10962 51083 742191 221074913 1273572 0.99664 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43884 43884 50185938 50229822 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 10760 25441 32579 43884 112664 250000 250000 250000 250000 1000000 1500000 12582572 9460470 3122102 1556497 748523 807974 504823 386212 118611 4048687 0 DUE TO GOVERNMENT AGENCIES 173524 DEFERRED RENT 779764 953288 X 51816504 10471 10471 51806033 51806033 50270531 10471 10471 50260060 50260060 Schedule D, Part X, Line 2 Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. X X X X X true HUDSON FERRIS 167 Madison Avenue New York NY 10016 fundraising campaign false 39000 39000 X X X X X true false false false false false false true false JUSTINE OLDERMAN EXECUTIVE DIRECTOR 292389 150 1170 16500 28842 339051 JESUS INFANTE Interim COO 212491 150 379 6382 557 219959 CANDICE CARNAGE CHIEF OPERATING OFFICER 226859 2150 1401 6983 9475 246868 ERIC VIELAND through 1221 GENERAL COUNSEL 200140 150 19734 6033 1584 227641 EMMA KETTERINGHAM MANAGING DIRECTOR OF FAMILY DE 200617 150 1190 5942 951 208850 ANN MATHEWS MANAGING DIR CRIMINAL DEFENSE 180617 150 1071 5447 796 188081 SHANNON CUMBERBATCH MANAGING DIRECTOR OF EIT 191690 150 977 5901 9748 208466 ROBYN MAR CHIEF PRACTICE OFFICER 190862 150 1020 5837 774 198643 RUNA RAJAGOPAL MANAGING DIRECTOR CIVIL ACTION 160907 150 1044 4982 8918 176001 JULLIAHANN WASHINGTON CFO; MANAGING DIR OF FINANCE 160117 150 1079 4832 824 167002 JENNIFER BORCHETTA MANAGING DIRECTOR OF IMPACT LI 156185 150 1097 5102 26166 188700 AMY CRAWFORD DIRECTOR STRATEGIC PARTNERSHIP 175217 150 1195 5285 913 182760 SAMETH CAINES CHIEF OF STAFF 168105 150 1011 5285 19989 194540 SARAH DERI-OSHIRO MANAGING DIRECTOR IMMIGRATION 151617 150 1010 4607 683 158067 SCOTT LEVY Managing Director of Policy 139098 150 1015 4486 26751 171500 JENNY SEMMEL Mental Health Supervisor 144940 150 1122 4423 9563 160198 SCHEDULE J, PART I, LINE 4A ERIC VIELAND received $18,135 in severance pay. SCHEDULE J, PART I, LINE 7 All Employees received a $150 holiday bonus. This was approved by the board. Candice Carnage received a $2,000 longevity bonus. All staff receive a longevity bonus upon completing their 3rd year of employment. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY BOTH UPPER MANAGEMENT AND THE FINANCE COMMITTEE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE FINAL AUDITED FINANCIALS, LETTER, AND ANY ORGANIZATIONAL RESPONSES TO THE AUDIT. IF A BOARD MEMBER HAS ANY QUESTIONS, THEY DISCUSS IT WITH UPPER MANAGEMENT AND ANY REQUIRED CHANGES TO THE 990 ARE COMMUNICATED TO THE PREPARER WHO UPDATES THE 990 PRIOR TO FILING. ANY FURTHER OMISSIONS OR CORRECTIONS ARE SUBSEQUENTLY MADE IN AN AMENDED 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST FORM ON WHICH THEY LIST ANY POTENTIAL CONFLICTS. IF A CONFLICT ARISES, OFFICERS, DIRECTORS, OR KEY EMPLOYEES MUST DISCLOSE THE POTENTIAL CONFLICT WHICH TRIGGERS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE AUDIT COMMITTEE OVERSEES THE POLICY. PURSUANT TO THE POLICY, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE IS REQUIRED TO RECUSE THEMSELF FROM PARTAKING IN ANY DELIBERATIONS OR VOTING ON THE MATTER IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REQUESTS AND IS FURNISHED WITH A REVIEW OF THE COMPETITIVE RATES OF COMPENSATION FOR EXECUTIVE DIRECTORS OF SIMILARLY SITUATED NOT FOR PROFIT, LEGAL ORGANIZATIONS WHICH IS BASED ON INDEPENDENTLY AGGREGATED INFORMATION FROM SOURCES INCLUDING BUT NOT LIMITED TO GUIDESTAR. ITS DECISIONS ABOUT ADJUSTMENTS TO COMPENSATION ARE BASED ON THAT REVIEW CONDUCTED IN JUNE 2020 AND IS IN THE PROCESS OF BEING PERFORMED AGAIN BY JULY 2023. THAT IS LEAD BY THE COMPENSATION COMMITTEE THAT FORMALLY MAKES A RECOMMENDATION TO THE BOARD AND MEETINGS AND DECISIONS ARE FULLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT POLICY CAN BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, Page 1, Box B The 990 is being amended due to the issuance of the financial statements. The following areas have been affected by the amendment: - Part I - Part III - Part IV - Part VIII - Part IX - Part X - Part XI - Part XII - Schedule A, Part II - Schedule D, Part X - Schedule D, Part XI - Schedule D, Part XII - Schedule D, Part XIII