ECONOMIC MOBILITY PATHWAYS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ECONOMIC MOBILITY PATHWAYS INC (EIN 04-2104046)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-06-01
- IRS object ID
- 202221529349301002
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-01T08:28:27-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC MOBILITY PATHWAYS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECON | BusinessNameControlTxt |
| Phone | 6172592953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 CONGRESS STREET FLOOR 5 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GAIR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6172592953 | PhoneNum |
| Signature | 2022-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | GAIR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2022-05-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPATH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELISABETH BABCOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 CONGRESS STREET FLOOR 5 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,265,091 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EMPATHWAYS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EMPATH COMBINES DIRECT SERVICE PROGRAMS, INDEPENDENT RESEARCH, AND PUBLIC POLICY ADVOCACY IN ITS MISSION TO TRANSFORM LIVES BY HELPING PEOPLE MOVE OUT OF POVERTY AND PROVIDES THE TOOLS FOR OTHER INSTITUTIONS TO SYSTEMATICALLY DO THE SAME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,280,991 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,329,678 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,736,256 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,804,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $265,907 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,396 | PYOtherRevenueAmt |
| CY Other Revenue | $48,375 | CYOtherRevenueAmt |
| PY Total Revenue | $12,345,550 | PYTotalRevenueAmt |
| CY Total Revenue | $17,188,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,829,625 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,767,569 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $437,175 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,025,111 | PYOtherExpensesAmt |
| CY Other Expenses | $5,303,839 | CYOtherExpensesAmt |
| PY Total Expenses | $12,854,736 | PYTotalExpensesAmt |
| CY Total Expenses | $13,071,408 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$509,186 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,116,748 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,877,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,940,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,426,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,991,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,450,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,948,468 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EMPATH COMBINES DIRECT SERVICE PROGRAMS, INDEPENDENT RESEARCH, AND PUBLIC POLICY ADVOCACY IN ITS MISSION TO TRANSFORM LIVES BY HELPING PEOPLE MOVE OUT OF POVERTY AND PROVIDES THE TOOLS FOR OTHER INSTITUTIONS TO SYSTEMATICALLY DO THE SAME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,868,930 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,716,434 | RevenueAmt |
| Desc | EMPATH'S HOUSING AND STABILIZATION PROGRAMS SERVED 938 FAMILIES IN FY21. THESE PROGRAMS INCLUDE EMERGENCY SHELTER FOR HOMELESS FAMILIES AND SUPPORTIVE HOUSING SERVICES FOR FORMERLY HOMELESS FAMILIES LIVING IN PERMANENT HOUSING. EMPATH IS ONE OF THE LARGEST PROVIDERS OF EMERGENCY HOUSING IN MASSACHUSETTS, OPERATING 158 UNITS. EMPATH'S HOUSING AND STABILIZATION PROGRAMS PROVIDE INTENSIVE EDUCATION AND CASE MANAGEMENT TO HELP FAMILIES STABILIZE AND GAIN THE SKILLS AND CONFIDENCE NECESSARY TO ACHIEVE ECONOMIC INDEPENDENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,147,713 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $945,099 | RevenueAmt |
| Desc | EMPATH'S MOBILITY MENTORING SERVICES PROVIDE LOW-INCOME WOMEN AN OPPORTUNITY TO DEVELOP THE SKILLS, KNOWLEDGE AND STRATEGIES NECESSARY TO ACHIEVE ECONOMIC SELF-SUFFICIENCY. THE MOBILITY MENTORING SERVICES PROGRAMS GROUND THEIR TRAINING IN THE FIVE PILLARS OF EMPATH'S "BRIDGE TO SELF SUFFICIENCY"(TM): FAMILY STABILITY, WELL-BEING, EDUCATION AND TRAINING, FINANCIAL MANAGEMENT, AND EMPLOYMENT AND CAREER MANAGEMENT. IN FY21, EMPATH PROVIDED MOBILITY MENTORING SERVICES TO 1,337 PARTICIPANTS. IN THE MOST INTENSIVE MOBILITY 30% OF PARTICIPANTS ARE NEWLY ENROLLED IN AN EDUCATIONAL OR TRAINING PROGRAM. IN ADDITION, THE AVERAGE ANNUAL INCOME INCREASED BY 168% FROM $18,120 TO $48,576 OVER THE DURATION OF THE PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $778,132 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $516,496 | RevenueAmt |
| Desc | THE ECONOMIC MOBILITY EXCHANGE IS A MEMBERSHIP-BASED NETWORK COMPRISED OF NONPROFIT ORGANIZATIONS AND GOVERNMENT AGENCIES LEARNING TOGETHER ABOUT EMPATH'S MOBILITY MENTORING MODEL. THROUGH TRAININGS, WEBINARS, TECHNICAL ASSISTANCE, AND ONLINE RESOURCE PORTAL, THE NETWORK CAPTURES AND SHARES BACK INNOVATIVE WAYS IN WHICH MEMBERS EVOLVE AND ADAPT THE MODEL AND TOOLS, SHARING BEST PRACTICES TO MOST EFFICIENTLY SUPPORT PEOPLE IN THEIR JOURNEY TO FULL ECONOMIC SELF-SUFFICIENCY. IN FY21, THERE WERE 145 MEMBERS TRAINED BY THE MOBILITY MENTORING MODEL. SINCE 2014, OVER 310,000 INDIVIDUALS HAVE BEEN SERVED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $783,590 | $0 | $45,175 | RESEARCH & ADVOCACY EMPATH'S RESEARCH DEPARTMENT TRACKS PARTICIPANT DATA ACROSS FIVE PILLARS OF THE BRIDGE TO SELF-SUFFICIENCY: FAMILY, STABILITY, WELL-BEING, EDUCATION AND TRAINING, FINANCIAL MANAGEMENT AND EMPLOYMENT AND CAREER MANAGEMENT. EMPATH'S ADVOCACY DEPARTMENT PROMOTES PUBLIC POLICY CHANGES THAT HELP LOW INCOME WOMEN ACHIEVE ECONOMIC INDEPENDENCE. |
| $798,259 | $581,034 | FOOD SERVICESTHE FOOD SERVICES PROGRAM AT EMPATH, PROVIDES MEALS TO SENIOR CITIZENS IN THE GREATER BOSTON AREA. IN FY21, EMPATH SERVED 100,000 MEALS TO SENIOR CITIZENS IN GREATER BOSTON. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,581,849 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $626,209 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,376,624 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD GAIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172592953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 CONGRESS STREET FL 5 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CORINNE LARSON | ||||||||
| CHAIRWOMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELISABETH BABCOCK | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $223,223 | $0 | $22,385 | ||
| ROB REILLY | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EILEEN CASEY | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARSON BIEDERMAN | ||||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEIDI BROOKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHARINE DELANEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN R ARGENTIERI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER GAUDET | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE KANTOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J ADRIAN LAWRENCE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL MANTZOUKAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA MULLEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| D'ARCY GOLDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA JEFFERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA RUSSELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISTER MARTIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON NILES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA TANSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LASHAUNA WALKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GAIR | ||||||||
| CFO | 40.00 | Yes (X) | $167,218 | $0 | $5,081 | |||
| MARY COLEMAN | ||||||||
| SENIOR VP & COO | 40.00 | $187,090 | $0 | $8,407 | Yes (X) | |||
| RUTH LIBERMAN | ||||||||
| VICE PRESIDENT | 40.00 | $160,362 | $0 | $22,230 | Yes (X) | |||
| JENNIFER LOWE | ||||||||
| VICE PRESIDENT | 40.00 | $124,528 | $0 | $8,946 | Yes (X) | |||
| NICOLE RUIZ DE LUZURIAGA | ||||||||
| VICE PRESIDENT | 40.00 | $117,626 | $0 | $19,813 | Yes (X) | |||
| CYNTHIA GURA WALLING | ||||||||
| ASSISTANT VICE PRESIDENT | 40.00 | $124,440 | $0 | $3,219 | Yes (X) | |||
| MILENA GOSTANIAN | ||||||||
| ASSISTANT VICE PRESIDENT | 40.00 | $109,464 | $0 | $19,919 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,213,951 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $92,750 | FundraisingAmt |
| Government Grants | $1,363,675 | GovernmentGrantsAmt |
| All Other Contributions | $4,873,253 | AllOtherContributionsAmt |
| Noncash Contributions | $57,357 | NoncashContributionsAmt |
| Total Contributions | $6,329,678 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSING AND STABILIZATION | 624221 | $8,716,434 | $8,716,434 |
| MOBILITY MENTORING | 624190 | $945,099 | $945,099 |
| FOOD SERVICES | 624210 | $581,034 | $581,034 |
| MEMBERSHIPS & TRAINING | 624210 | $516,496 | $516,496 |
| RESEARCH & ADVOCACY | 813319 | $45,175 | $45,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,804,238 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,657 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,792 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,865 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,865 | TotalRevenueColumnAmt |
| Exclusion | $5,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $92,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,143 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,143 | TotalRevenueColumnAmt |
| Exclusion | -$1,143 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MANAGEMENT FEE | 900099 | $44,106 | $44,106 | $0 | $0 |
| OTHER INCOME | 900099 | $5,412 | $5,412 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49,518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,188,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,853,756 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,722 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,320 | TotalAmt |
| Program Services | $327,851 | ProgramServicesAmt |
| Management And General | $240,000 | ManagementAndGeneralAmt |
| Fundraising | $63,469 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,772,898 | TotalAmt |
| Program Services | $5,153,178 | ProgramServicesAmt |
| Management And General | $405,333 | ManagementAndGeneralAmt |
| Fundraising | $214,387 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,500 | TotalAmt |
| Program Services | $80,953 | ProgramServicesAmt |
| Management And General | $10,640 | ManagementAndGeneralAmt |
| Fundraising | $3,907 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,171 | TotalAmt |
| Program Services | $656,552 | ProgramServicesAmt |
| Management And General | $96,527 | ManagementAndGeneralAmt |
| Fundraising | $30,092 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,680 | TotalAmt |
| Program Services | $403,271 | ProgramServicesAmt |
| Management And General | $60,655 | ManagementAndGeneralAmt |
| Fundraising | $20,754 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,762 | TotalAmt |
| Program Services | $109,859 | ProgramServicesAmt |
| Management And General | $92,813 | ManagementAndGeneralAmt |
| Fundraising | $2,090 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,364 | TotalAmt |
| Management And General | $6,364 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,220 | TotalAmt |
| Management And General | $51,220 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,150 | TotalAmt |
| Management And General | $24,150 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,757 | TotalAmt |
| Program Services | $44,046 | ProgramServicesAmt |
| Management And General | $4,353 | ManagementAndGeneralAmt |
| Fundraising | $8,358 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,433 | TotalAmt |
| Program Services | $150,130 | ProgramServicesAmt |
| Management And General | $99,352 | ManagementAndGeneralAmt |
| Fundraising | $37,951 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,335 | TotalAmt |
| Program Services | $61,529 | ProgramServicesAmt |
| Management And General | $6,658 | ManagementAndGeneralAmt |
| Fundraising | $2,148 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,262,656 | TotalAmt |
| Program Services | $3,216,260 | ProgramServicesAmt |
| Management And General | -$6,445 | ManagementAndGeneralAmt |
| Fundraising | $52,841 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,853 | TotalAmt |
| Program Services | $14,984 | ProgramServicesAmt |
| Management And General | $8,805 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,183 | TotalAmt |
| Program Services | $9,576 | ProgramServicesAmt |
| Management And General | $2,607 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,781 | TotalAmt |
| Management And General | $25,781 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,437 | TotalAmt |
| Program Services | $256,527 | ProgramServicesAmt |
| Management And General | $64,584 | ManagementAndGeneralAmt |
| Fundraising | $326 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,386 | TotalAmt |
| Program Services | $35,329 | ProgramServicesAmt |
| Management And General | $62,057 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $437,311 | $435,853 | $1,458 | $0 |
| PROGRAM SUPPLIES | $386,291 | $384,806 | $697 | $788 |
| TEMPORARY HELP | $35,920 | $35,920 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,071,408 | TotalAmt |
| Program Services | $11,376,624 | ProgramServicesAmt |
| Management And General | $1,257,609 | ManagementAndGeneralAmt |
| Fundraising | $437,175 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,029 | BOYAmt |
| EOY | $4,610,445 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,084 | BOYAmt |
| EOY | $1,152,981 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,306 | BOYAmt |
| EOY | $192,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,444,833 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,345,585 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,381,224 | BOYAmt |
| EOY | $3,099,248 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,846,225 | BOYAmt |
| EOY | $6,683,926 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,560 | BOYAmt |
| EOY | $201,582 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,877,428 | BOYAmt |
| EOY | $15,940,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,229 | BOYAmt |
| EOY | $1,142,305 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,836 | BOYAmt |
| EOY | $69,815 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,332,803 | BOYAmt |
| EOY | $779,666 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,426,868 | BOYAmt |
| EOY | $1,991,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,677,416 | BOYAmt |
| EOY | $7,916,540 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,144 | BOYAmt |
| EOY | $6,031,928 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,450,560 | BOYAmt |
| EOY | $13,948,468 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,877,428 | BOYAmt |
| EOY | $15,940,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,116,748 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,381,160 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,419,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,949,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,386,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,280,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,329,678 | CurrentTaxYearAmt |
| Total | $14,366,401 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,419,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,949,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,386,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,280,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,329,678 | CurrentTaxYearAmt |
| Total | $14,366,401 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,112,538 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,253,863 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,462 | CurrentTaxYearAmt |
| Total | $348,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,714,619 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,929,952 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $47,068 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $47,068 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $94,136 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MEETINGS WITH LEGISLATORS AND THEIR STAFFS TO ADVOCATE FOR LEGISLATION THAT WILL ASSIST LOW-INCOME FAMILIES. PRINTING, POSTAGE AND PREPARATION OF MAILINGS TO LEGISLATORS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,846,225 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,361,851 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $24,150 | AdministrativeExpensesAmt |
| End Year Balance | $6,683,926 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,475,414 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $153,310 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $764,000 | OtherExpendituresAmt |
| Administrative Expenses | $18,499 | AdministrativeExpensesAmt |
| End Year Balance | $4,846,225 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,395,817 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $367,573 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,000 | OtherExpendituresAmt |
| Administrative Expenses | $20,976 | AdministrativeExpensesAmt |
| End Year Balance | $5,475,414 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,333,016 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $363,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $279,000 | OtherExpendituresAmt |
| Administrative Expenses | $21,707 | AdministrativeExpensesAmt |
| End Year Balance | $5,395,817 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,226,265 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $571,084 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $443,000 | OtherExpendituresAmt |
| Administrative Expenses | $21,333 | AdministrativeExpensesAmt |
| End Year Balance | $5,333,016 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,731,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,167,148 | DepreciationAmt |
| Book Value | $2,564,265 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $599,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,140 | DepreciationAmt |
| Book Value | $474,008 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $961,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $949,386 | DepreciationAmt |
| Book Value | $11,708 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,911 | DepreciationAmt |
| Book Value | $29,267 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,099,248 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMONFUND GLOBAL MULTI-ASSET FUND | Desc |
| Book Value | $6,683,926 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,683,926 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,731,138 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,381,160 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $184,831 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,141 | OtherRevenueAmt |
| Revenue Not Reported | $1,567,132 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,164,006 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,150 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,150 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,188,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,233,230 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $184,831 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,143 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $185,974 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,047,256 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,150 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $24,152 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,071,408 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | EMPATH ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITION BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. EMPATH HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION OF ITS REVENUES BEING EXEMPT AS TAX POSITIONS; HOWEVER, EMPATH HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. EMPATH IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. EMPATH'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR FUNDRAISING EVENTS 1,143. ROUNDING DIFFERENCES -2. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR FUNDRAISING EVENTS 1,143. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING DIFFERENCES 2. |
| PT V, LINE 4: | TO FUND THE ORGANIZATION'S PROGRAMS |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $92,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $92,750 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $1,143 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $92,750 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,750 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $1,143 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,143 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,143 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELISABETH BABCOCK | ||||||||||||||
| PRESIDENT/CEO | $223,223 | $0 | $0 | $0 | $0 | $0 | $1,500 | $0 | $20,885 | $0 | $245,608 | $0 | $0 | $0 |
| MARY COLEMAN | ||||||||||||||
| SENIOR VP & COO | $187,090 | $0 | $0 | $0 | $0 | $0 | $1,500 | $0 | $6,907 | $0 | $195,497 | $0 | $0 | $0 |
| RUTH LIBERMAN | ||||||||||||||
| VICE PRESIDENT | $160,362 | $0 | $0 | $0 | $0 | $0 | $1,500 | $0 | $20,730 | $0 | $182,592 | $0 | $0 | $0 |
| RICHARD GAIR | ||||||||||||||
| CFO | $167,218 | $0 | $0 | $0 | $0 | $0 | $1,500 | $0 | $3,581 | $0 | $172,299 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, IT IS REVIEWED BY THE TREASURER AND DISTRIBUTED TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPATH HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES EMPATHS BOARD MEMBERS TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST INVOLVING THEMSELVES, THEIR FAMILY MEMBERS, AND THEIR BUSINESS INTERESTS ON A QUESTIONNAIRE DISTRIBUTED BY EMPATHS CFO. THE COMPLETED QUESTIONNAIRES ARE REVIEWED FOR CONFLICTS, AND IF ANY EXIST, ARE SUBMITTED TO THE BOARD. SHOULD A CONFLICT EXIST, THE PARTICULAR BOARD MEMBER IS PROHIBITED FROM PARTICIPATING IN THE BOARDS DELIBERATIONS AND DECISIONS ON THE ISSUE WHERE THE CONFLICT EXISTS. IN ADDITION, ALL EMPATH EMPLOYEES ARE GOVERNED BY A CONFLICT OF INTEREST POLICY THAT IS STATED IN THE EMPLOYEE HANDBOOK. |
| FORM 990, PART VI, SECTION B, LINE 15 | EMPATHS EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE CHAIR OF THE BOARD OF DIRECTORS SERVES AS THE CHAIR OF THE COMPENSATION COMMITTEE. THIS COMMITTEE IS RESPONSIBLE FOR THE FOLLOWING: 1. DETERMINING THE OVERALL STRUCTURE OF THE COMPENSATION PROGRAM FOR THE OFFICERS OF EMPATH. 2. EVALUATING THE PERFORMANCE OF THE PRESIDENT/CEO AND FOR DETERMINING HIS/HER COMPENSATION AND 3. REVIEWING AND APPROVING THE COMPENSATION FOR EMPATHS SENIOR EXECUTIVE POSITIONS, AS RECOMMENDED BY THE PRESIDENT/CEO. THE COMPENSATION COMMITTEE SUBMITS ITS RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | EMPATH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE: WWW.EMPATHWAYS.ORG. EMPATH WILL CONSIDER ALL REQUESTS FOR ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY. |
| REASON FOR FILING LATE | OUR ORGANIZATION UNDERSTOOD THE REQUIREMENT TO E-FILE THIS 2020 FORM 990 COVERING THE FISCAL YEAR ENDED JUNE 30, 2021. THE ORGANIZATION ATTEMPTED TO FILE THE FORM 990 ON MAY 12, 2022 AND LEARNED AT THAT TIME THAT AN ELECTRONIC FILING IDENTIFICATION NUMBER (EFIN) WAS REQUIRED IN ORDER TO FILE ELECTRONICALLY. THE ORGANIZATION COMPLETED THE APPLICATION TO OBTAIN AN EFIN ON THAT DATE BUT AFTER COMPLETING THE APPLICATION LEARNED THAT IT WOULD BE AT LEAST 30 DAYS BEFORE AN EFIN WOULD BE ISSUED. THE ORGANIZATION IMMEDIATELY ENGAGED A NATIONAL TAX FIRM TO RE-ENTER THE FORM 990 INTO ITS SOFTWARE AND TO E-FILE THE FORM 990 FOR THE YEAR ENDED JUNE 30, 2021 AS SOON AS POSSIBLE. THE ORGANIZATION REQUESTS THAT PENALTIES AND INTEREST NOT BE APPLIED DUE TO REASONABLE CAUSE. |