2025-05-14T14:24:56-05:00 2024-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-07-01 131991946 ABBOTT HOUSE ABBO 9145917300 100 NORTH BROADWAY IRVINGTON NY 105331254 JUSTINE CHRISTAKOS PRESIDENT & CEO 9145917300 2025-05-14 1 1 MELISSA MODELSON P01603524 9143818900 2025-05-13 2023 2025-03-06 01:10:19Z JUSTINE CHRISTAKOS 100 NORTH BROADWAY IRVINGTON NY 105331254 69696248 0 X WWW.ABBOTTHOUSE.NET X 1963 NY THE MISSION OF ABBOTT HOUSE IS TO PROVIDE COMPREHENSIVE AND CARING SERVICES FOR ABUSED, NEGLECTED, AND ABANDONED CHILDREN AND THEIR FAMILIES AND TO OFFER OUR SERVICES WITH COMPASSION, ALWAYS MINDFUL OF THE DIGNITY OF EACH PERSON SERVED, WITH A GOAL OF SECURING A SAFE, PERMANENT, AND LOVING HOME FOR EACH CHILD WHO COMES TO US. ABBOTT HOUSE'S MISSION IS TO ALSO BE THE PROVIDER OF DAY AND RESIDENTIAL SERVICES FOR DEVELOPMENTALLY DISABLED CHILDREN AND ADULTS, WE CELEBRATE THE VALUE AND POTENTIAL OF EACH PERSON AS WE COMMIT OUR RESOURCES TO ENABLE EACH INDIVIDUAL TO DEVELOP TO HIS/HER POTENTIAL. 15 15 823 390 0 0 42126557 43804394 23576162 25396279 32789 189065 41657 125564 65777165 69515302 0 0 0 0 40522566 48193708 1320 24175 339032 18858413 20815371 59382299 69033254 6394866 482048 22319689 27286816 15729186 20604735 6590503 6682081 X FOUNDED IN 1963, ABBOTT HOUSE BUILDS LASTING FOUNDATIONS UNDER CHILDREN, FAMILIES, AND ADULTS WITH COMPLEX NEEDS. WE SUPPORT NEARLY 2,500 INDIVIDUALS WHICH INCLUDES, CHILDREN IN FOSTER CARE, UNACCOMPANIED IMMIGRANT CHILDREN, ADULTS WITH DEVELOPMENTAL DISABILITIES AND STRUGGLING FAMILIES IN THE NEW YORK METROPOLITAN AREA AND THE HUDSON VALLEY BY PROVIDING SAFETY, PROMOTING HEALING, AND RESTORING HOPE. THE HEART OF OUR WORK IS DEDICATED TO HELPING HUMAN BEINGS RECOVER FROM DEEP TRAUMA OR INTERVENING TO PREVENT TRAUMA IN THE FIRST PLACE. FAMILY COMES FIRST AT ABBOTT HOUSE. WE WORK HARD TO REUNITE FAMILIES, CREATE NEW ONES, AND MAKE PROMISING FUTURES A REALITY SO THOSE ENTRUSTED TO OUR CARE FEEL A SENSE OF BELONGING ROOTED IN HOME AND COMMUNITY. 0 0 21603943 0 20552762 SCHEDULE O - SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (SPDD)ABBOTT HOUSE PROVIDES SERVICES TO INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES. WE HAVE 16 RESIDENTIAL PROGRAMS (16 INDIVIDUALIZED RESIDENTIAL ALTERNATIVES). OUR HOMES ARE LOCATED THROUGHOUT WESTCHESTER AND ROCKLAND COUNTIES AS WELL AS THE BRONX. OUR HOMES PROVIDE A CARING AND SAFE HOME-LIKE ATMOSPHERE WITH ROUND-THE-CLOCK SUPERVISION FROM HIGHLY TRAINED AND DEDICATED STAFF.ABBOTT HOUSE OPERATES THREE COMMUNITY-BASED DAY HABILITATION PROGRAMS. THE FOCUS IS FOR EVERY INDIVIDUAL TO BE A MEANINGFUL MEMBER OF OUR COMMUNITY. WE VOLUNTEER AT LOCAL FIRE DEPARTMENTS, ANIMAL SHELTERS, AND DELIVER MEALS ON WHEELS. OUR DAY PROGRAMS ARE DESIGNED TO OFFER AN ARRAY OF EXCITING, DIVERSE OPPORTUNITIES ENCOMPASSING HEALTH, WELL-BEING, RECREATIONAL, AND SOCIAL ACTIVITIES.IN 2024: 168 INDIVIDUALS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES WERE PROVIDED WITH 24/7 CARE BY STAFF IN OUR RESIDENTIAL HOMES, AND/OR RECEIVED SUPPORT SERVICES FROM OUR DAY HABILITATION PROGRAMS. THIS REPRESENTS A 9% INCREASE OF INDIVIDUALS SERVED SINCE 2023. 19960049 0 4483809 SCHEDULE O - TRANSITIONAL RESOURCES FOR CHILDREN (TRC)THE TRC PROGRAM CARES FOR CHILDREN WHO HAVE ARRIVED IN THE UNITED STATES UNACCOMPANIED AND WITHOUT AN ADULT GUARDIAN. AFTER BEING TEMPORARILY DETAINED AT THE BORDER, THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, IN PARTNERSHIP WITH THE OFFICE OF REFUGEE RESETTLEMENT, PLACES THESE CHILDREN IN SHORT-TERM CARE PROGRAMS RUN BY AGENCIES LIKE ABBOTT HOUSE. CHILDREN REMAIN IN OUR TRC OR TFC PROGRAMS UNTIL A FAMILY MEMBER OR SPONSOR IN THE US IS IDENTIFIED. IF REUNIFICATION IS NOT POSSIBLE, CHILDREN ARE PLACED IN LTFFC BILINGUAL FOSTER HOMES WITH THE HOPE OF EVENTUAL ADOPTION. IN 2024: A TOTAL OF 264 CHILDREN WERE ADMITTED INTO AND CARED FOR BY THE TRC SHELTER PROGRAM. A TOTAL OF 204 CHILDREN WERE CARED FOR BY OUR TRC TRANSITIONAL FOSTER CARE PROGRAM, REPRESENTING A 60% INCREASE FROM 2024. A TOTAL OF 23 CHILDREN WERE CARED FOR BY OUR TRC LTFC PROGRAM. 16776994 0 0 SCHEDULE O - FAMILY FOSTER CARE/ THERAPEUTIC FAMILY FOSTER CARE (FFC / TFFC)THE ENHANCED FAMILY FOSTER CARE (EFFC) MODEL COMBINES FAMILY FOSTER CARE AND THERAPEUTIC FAMILY FOSTER CARE TO SUPPORT CHILDREN WHO HAVE EXPERIENCED TRAUMA. EFFC OFFERS FLEXIBLE, ONGOING ASSESSMENTS AND TAILORED SERVICES TO ADDRESS THE CHANGING NEEDS OF FAMILIES. THIS INCREASES STABILITY AND FOSTERS SECURE ATTACHMENTS BETWEEN CHILDREN AND CAREGIVERS, WHILE ALSO PROVIDING ENHANCED CASE MANAGEMENT AND COMPREHENSIVE SUPPORT TO FAMILIES IN NEW YORK CITY AS THEY WORK TOWARDS PERMANENCY.THERAPEUTIC FAMILY FOSTER CARE (TFFC) OFFERS INTENSIVE SUPPORT TO CHILDREN WITH SERIOUS EMOTIONAL, BEHAVIORAL, OR MEDICAL NEEDS IN A STRUCTURED HOME ENVIRONMENT, WHILE FOSTER PARENTS RECEIVE SPECIALIZED, TRAUMA-INFORMED TRAINING. ABBOTT HOUSE PROVIDES THIS PROGRAM IN THE LOWER HUDSON VALLEY, ENSURING SAFETY, NURTURING, AND HEALING CARE FOR CHILDREN WITH SPECIALIZED NEEDS WHILE WORKING WITH THEIR FAMILIES TO ACHIEVE PERMANENCY. FAIR FUTURES IS A YOUTH-LED ADVOCACY MOVEMENT AND COALITION COMPRISED OF OVER 100 ORGANIZATIONS AND FOUNDATIONS ADVOCATING FOR ALL YOUNG PEOPLE IN NYC'S FOSTER CARE SYSTEM TO HAVE ACCESS TO THE LONG-TERM, COMPREHENSIVE SUPPORT SERVICES THEY NEED TO ACHIEVE THEIR POTENTIAL. ABBOTT HOUSE'S T.E.A.M PROGRAM, IN COLLABORATION WITH FAIR FUTURES, SUPPORTS YOUNG PEOPLE IN FOSTER CARE AGED 11 TO 26. IT INCLUDES A MIDDLE SCHOOL PROGRAM FOR HIGH SCHOOL PREPARATION, EDUCATION ADVOCACY, EMPLOYMENT AND CAREER SUPPORT, AND A COACHING PROGRAM THAT OFFERS 1:1 COACHING TO HELP OUR YOUTH ACHIEVE ACADEMIC, CAREER, AND LIFE GOALS. IN 2024: 317 CHILDREN AND ADOLESCENTS HAD A SAFE, COMFORTABLE PLACE TO LIVE THROUGH ENHANCED FAMILY FOSTER CARE OR THERAPEUTIC FOSTER CARE. 169 CHILDREN AND TEENS IN THE BRONX WERE SUPPORTED THROUGH THE FAIR FUTURES PROGRAM, AN INCREASE OF 18% SINCE 2023. 3721851 0 359708 ABBOTT HOUSE ALSO PROVIDES ADDITIONAL RESIDENTIAL PROGRAMS FOR CHILDREN AND ADOLESCENTS IN FOSTER CARE AND UNACCOMPANIED MIGRANT CHILDREN SEEKING ASYLUM. ADOLESCENTS AWAITING ADJUDICATION RECEIVE RESIDENTIAL AND STRUCTURED SUPPORT SERVICES THROUGH OUR NON-SECURE DETENTION PROGRAM, AND PREVENTIVE AND SUPPORT PROGRAMS TO KEEP FAMILIES TOGETHER. WITH IN-HOME COUNSELING, TRAUMA INFORMED INTERVENTIONS, ADVOCACY, AND REFERRALS, 100% OF PERMANENT PLACEMENTS WERE PRESERVED THROUGH OUR PERMANENCY RESOURCE CENTER PROGRAM. ABBOTT HOUSE ADDITIONALLY OPERATES AN ARTICLE 31 MENTAL HEALTH CLINIC, ARTICLE 29I MEDICAL CLINIC, AND SUPPORTS PUBLIC SCHOOL FAMILIES IN THE BRONX, NY. 3721851 0 359708 62062837 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 137 0 823 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X ABBIE RELKIN 9145917300 100 NORTH BROADWAY IRVINGTON NY 105331254 X WALTER G MONTGOMERY PHD CHAIR 2.00 X 0 0 0 SCOTT D RICHTER VICE CHAIR 2.00 X 0 0 0 RONALD W FILANTE PHD BOARD MEMBER 2.00 X 0 0 0 RICHARD FORTUNATO CPA BOARD MEMBER 2.00 X 0 0 0 MICHELANGELO GIORDANO BOARD MEMBER 2.00 X 0 0 0 YASHIRA HENRIQUEZ BOARD MEMBER 2.00 X 0 0 0 DOUGLAS J MCCLINTOCK BOARD MEMBER 2.00 X 0 0 0 LEN MITCHELL PHD BOARD MEMBER 2.00 X 0 0 0 GREGORY T MOONEY BOARD MEMBER 2.00 X 0 0 0 MARIANNE OROS BOARD MEMBER 2.00 X 0 0 0 JULIE PESKOE BOARD MEMBER 2.00 X 0 0 0 DOLORES RAMIREZ-PASINI BOARD MEMBER 2.00 X 0 0 0 SAM SAMUEL BOARD MEMBER 2.00 X 0 0 0 BRAD A SMITH ESQ BOARD MEMBER 2.00 X 0 0 0 MARY SMITH BOARD MEMBER 2.00 X 0 0 0 JAMES KAUFMAN CHIEF EXECUTIVE OFFICER 35.00 X 255285 0 1586 ABBIE RELKIN CFO 35.00 X 184327 0 32597 LORRAINE BULLIS SECRETARY 35.00 X 86882 0 26094 JUSTINE R CHRISTAKOS ASST. EXECUTIVE DIRECTOR 35.00 X 179741 0 15299 KAMILAH DOWLING MEDICAL DIRECTOR 28.00 X 234658 0 26094 BEBSY ESTEFAN PSYCHIATRIST 35.00 X 181554 0 15299 BLANCA GRAND PHYSICIAN 35.00 X 172427 0 86 SVETLANA ZAKHARCHENKO PHYSICIAN 35.00 X 165265 0 15299 ANTOINETTE S GRANT DIRECTOR/SOCIAL SERVICES 35.00 X 156753 0 34139 STEVEN MILTON DIRECTOR/FINANCE 35.00 X 153377 0 23416 1770269 0 189909 22 0 1 0 NEW SETTLEMENT 1512 TOWNSEND AVENUE BRONX NY 10452 AFTERSCHOOL TUTORING SERVICES 343855 ADP INC PO BOX 842875 BOSTON MA 02284 PAYROLL SERVICES 219419 JOHN R EYERMAN PC 153 CHICAGO AVENUE MASSAPEQUA NY 11758 LEGAL SERVICES 201122 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 10528 AUDIT AND TAX SERVICES 159435 FACULTY TUTORING SERVICE INC PO BOX 248 GREENVALE NY 11548 TUTORING SERVICES 142068 5 173126 43370279 260989 93000 43804394 MEDICAID 623990 23717559 23717559 SOCIAL SECURITY INCOME 623990 1319012 1319012 SUPP. NUTRITION ASSISTANCE PROGRA 623990 359708 359708 25396279 78296 78296 48000 32303 15697 15697 15697 46982 79279 15492 0 31490 79279 110769 110769 79505 173126 129151 -49646 -49646 5136 4000 1136 1136 OTHER INCOME 900099 115999 115999 REIMBURSEMENTS 900099 42378 42378 158377 69515302 25396279 0 314629 1158391 491560 666831 38568055 35424577 2938141 205337 4258731 3952902 285675 20154 4208531 3859889 329145 19497 282139 163372 118767 158582 91827 66755 24175 24175 14742 14742 1845524 1083955 754869 6700 2642553 2015382 582853 44318 2962345 2732252 227081 3012 949633 943896 5737 47041 47041 216909 163565 53344 1866818 1592973 263222 10623 FOSTER-PARENT PAYMENTS 6858846 6858846 FOOD & CLOTHING 1385296 1369757 13982 1557 VEHICLES, FUEL, REPAIR 1164093 907624 256469 ACTIVITIES, CHILDREN 201065 200625 440 219785 162794 53772 3219 69033254 62062837 6631385 339032 1728395 1009173 687548 506479 11457378 12634824 534898 701548 18575770 15292384 3848590 3283386 1444712 1559263 2618168 7592143 22319689 27286816 5390763 6622571 1748988 1558576 443686 479846 4033270 3475100 4112479 8468642 15729186 20604735 X 6067130 6147601 523373 534480 6590503 6682081 22319689 27286816 X 482048 90701 -481171 X X 0 1 X 1 1 1 X 27190218 24943855 27739552 41836974 43804394 165514993 27190218 24943855 27739552 41836974 43804394 165514993 165514993 99425 87988 82694 95236 126296 491639 75471 49181 183456 50332 158377 516817 166523449 120396240 0.99390 0.99250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 15,471. 2020 AMOUNT: $ 41,332. 2021 AMOUNT: $ 4,720. 2022 AMOUNT: $ 50,332. 2023 AMOUNT: $ 115,999. MANAGEMENT FEE - 2019 AMOUNT: $ 60,000. 2020 AMOUNT: $ 771. TAX REFUND - 2020 AMOUNT: $ 7,078. INSURANCE RECOVERY - 2021 AMOUNT: $ 178,736. REIMBURSEMENTS - 2023 AMOUNT: $ 42,378. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 751868 93187 7606 837449 695310 63409 6851 751868 758571 -56076 7185 695310 633724 131365 6518 758571 587755 52828 6859 633724 0.85700 0.07850 0.06450 0 0 1697474 1697474 10893607 9668785 1224822 1190237 1043159 147078 2406972 2278919 128053 2387480 2301521 85959 3283386 DEPOSITS 318597 RIGHT OF USE ASSETS, OPERATING LEASES 7273546 7592143 DUE TO GOVERNMENT AGENCIES 1258089 OPERATING LEASE LIABILITIES 7210553 8468642 X 69771457 90701 165454 256155 69515302 0 69515302 69679879 646625 646625 69033254 0 69033254 PART IV, LINE 2B: FUNDS ARE HELD BY ABBOTT HOUSE ON BEHALF OF CLIENTS. SUCH FUNDS REPRESENT AMOUNTS RECEIVED BY CLIENTS AND OTHER CLIENTS' FUNDS DEPOSITED WITH ABBOTT HOUSE FOR SAFEKEEPING. THESE FUNDS ARE DISBURSED BY ABBOTT HOUSE AT THE REQUEST OF, OR ON BEHALF OF, CLIENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH CONSIST OF BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. PART X, LINE 2: THE AGENCY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE AGENCY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE AGENCY IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR FISCAL PERIODS PRIOR TO JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 133,151. RENTAL EXPENSE REPORTED ON FORM 990, PART VII, LINE 6B 32,303. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 133,151. WRITE OFF OF UNCOLLECTIBLE PLEDGES 481,171. RENTAL EXPENSE REPORTED ON FORM 990, PART VII, LINE 6B 32,303. X X X X X X X 1 MJ DESSABLES CONSULTING 725 MILLER AVENUE FREEPORT NY 11520 GRANTWRITING 0 0 9800 -9800 MEHNERT & ASSOCIATES PO BOX 108 AWAWALK NY 10501 GRANTWRITING 0 0 14375 -14375 24175 -24175 NY GALA 170911 130556 40355 5397 12756 33660 5000 28391 GOLF OUTING 81720 42570 39150 692 33875 9380 252631 173126 79505 6089 46631 33660 5000 37771 129151 -49646 X X X X 0 0 0 0 0 0 0 0 0 KAMILAH DOWLING MEDICAL DIRECTOR 234658 0 0 0 0 0 0 0 26094 0 260752 0 0 0 JAMES KAUFMAN CHIEF EXECUTIVE OFFICER 251475 0 0 0 3810 0 0 0 1586 0 256871 0 0 0 ABBIE RELKIN CFO 180956 0 0 0 3371 0 0 0 32597 0 216924 0 0 0 BEBSY ESTEFAN PSYCHIATRIST 180459 0 0 0 1095 0 0 0 15299 0 196853 0 0 0 JUSTINE R CHRISTAKOS ASST. EXECUTIVE DIRECTOR 179741 0 0 0 0 0 0 0 15299 0 195040 0 0 0 ANTOINETTE S GRANT DIRECTOR/SOCIAL SERVICES 156753 0 0 0 0 0 0 0 34139 0 190892 0 0 0 SVETLANA ZAKHARCHENKO PHYSICIAN 165265 0 0 0 0 0 0 0 15299 0 180564 0 0 0 STEVEN MILTON DIRECTOR/FINANCE 153377 0 0 0 0 0 0 0 23416 0 176793 0 0 0 BLANCA GRAND PHYSICIAN 172427 0 0 0 0 0 0 0 86 0 172513 0 0 0 X 200 3500 COST X 14500 COST X 100 5000 COST X CHILDREN'S TOYS 1200 55000 COST X ELECTRONICS 25 8500 COST X EVENT TICKETS 4 6500 COST 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 RICHARD FORTUNATO, BOARD MEMBER AND JUSTINE R. CHRISTAKOS, KEY EMPLOYEE, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO THE BY-LAWS: EACH DIRECTOR MUST MEET A MINIMUM FINANCIAL CONTRIBUTION UNDER THE GIVE/GET POLICY (CURRENTLY $500), EITHER THROUGH PERSONAL DONATIONS OR BY SECURING DONATIONS FROM OTHERS. FULL BOARD PARTICIPATION IS NECESSARY TO DEMONSTRATE 100% FINANCIAL SUPPORT TO GRANT INSTITUTIONS. THE GOVERNANCE COMMITTEE REVIEWS BOTH THE GIVE/GET THRESHOLD AND OVERALL BOARD PARTICIPATION ANNUALLY. IF A DIRECTOR IS NOT MEETING EXPECTATIONS, THE COMMITTEE MAY RECOMMEND THEY RESIGN. IT COLLABORATES WITH THE DEVELOPMENT COMMITTEE TO SET AND EVALUATE THE GIVE/GET POLICY AND BOARD ENGAGEMENT. FORM 990, PART VI, SECTION B, LINE 11B ABBOTT HOUSE 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 THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED, AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. THE 990 IS ELECTRONICALLY SENT TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH KEY EMPLOYEE, BOARD MEMBER AND OFFICER OF ABBOTT HOUSE SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT THE TIME OF HIS/HER APPOINTMENT. THE QUESTIONNAIRE FOR THE KEY EMPLOYEES WILL BE REVIEWED BY THE PRESIDENT AND CEO, WHO WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS. IN ADDITION, THE QUESTIONNAIRE FOR THE BOARD MEMBERS AND OFFICERS SHALL BE REVIEWED BY THE CHAIRMAN OF THE BOARD IN CONSULTATION WITH THE PRESIDENT AND CEO, WHO WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS. THEREAFTER, THE QUESTIONNAIRE WILL BE COMPLETED ON AN ANNUAL BASIS FOR EMPLOYEES, OFFICERS, AND BOARD MEMBERS. A KEY EMPLOYEE, BOARD MEMBER OR OFFICER, WHO HAS AN INTEREST MUST IMMEDIATELY DISCLOSE TO THE PRESIDENT AND CEO, THE EXISTENCE AND NATURE OF HIS OR HER INTEREST IN THE PROPOSED NEGOTIATION, TRANSACTION, OR ARRANGEMENT BETWEEN ABBOTT HOUSE AND ANOTHER INDIVIDUAL OR ORGANIZATION. RECORDS OF SUCH DISCLOSURE SHALL INCLUDE THE NAME OF THE INTERESTED PERSON, THE NATURE OF THE INTEREST, A RECORD OF ANY DETERMINATION MADE BY THE PRESIDENT AND CEO. FOR BOARD MEMBERS AND OFFICERS, THE RECORD WILL ALSO INCLUDE ANY DETERMINATION MADE BY THE BOARD AND THE NAMES OF PERSONS WHO WERE PRESENT FOR THE DISCUSSIONS AND ANY VOTES. AN INTERESTED PERSON MAY NOT PARTICIPATE IN THE PROPOSED NEGOTIATION, TRANSACTION, OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE SALARIES FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ARE DETERMINED BY A RECOMMENDATION FROM THE CHAIRMAN OF THE BOARD. THE PROCEDURES THAT THE CHAIRMAN FOLLOWS ARE: - REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE AS MEASURED AGAINST PREVIOUSLY AGREED OBJECTIVES - GATHERS INFORMATION ON COMPENSATION PAID TO CHIEF EXECUTIVES OF COMPARABLE ORGANIZATIONS AND FROM AN INDEPENDENT STUDY OF CEO COMPENSATION. - MEETS WITH THE CHIEF EXECUTIVE TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. ONCE THESE STEPS HAVE BEEN COMPLETED, THE CHAIRMAN OF THE BOARD PRESENTS HIS OR HER FINDINGS AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE AND THEN PRESENTS THE COMPENSATION PROPOSAL TO THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION. THE BOARD'S APPROVAL IS DOCUMENTED IN THE MINUTES TO THE MEETING. THIS PROCESS WAS LAST COMPLETED IN FISCAL YEAR 2023. THE SALARIES FOR THE OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CHIEF EXECUTIVE OFFICER. THE PROCEDURES THAT THE CEO FOLLOWS ARE: - REVIEWS THE PERFORMANCE OF THE OFFICERS AND KEY EMPLOYEES AS MEASURED AGAINST PREVIOUSLY AGREED OBJECTIVES - GATHERS INFORMATION ON COMPENSATION PAID TO OFFICERS AND KEY EMPLOYEES OF COMPARABLE ORGANIZATIONS - MEETS WITH THE OFFICERS AND KEY EMPLOYEES TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. ONCE THESE STEPS HAVE BEEN COMPLETED, THE CEO THEN MAKES THE DETERMINATION AS TO THE OFFICERS AND KEY EMPLOYEES' SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VII, EXPLANATION OF PAYMENT TO SECRETARY: OFFICER LORRAINE BULLIS DID NOT RECEIVE COMPENSATION FOR HER CAPACITY AS SECRETARY. SHE RECEIVED COMPENSATION IN HER ROLE AS AN EXECUTIVE ASSISTANT TO JAMES KAUFMAN, CEO. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -481,171. FORM 990, PART XII, LINE 2C: THE ORGANIZATION 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.