2022-06-01T08:28:27-05:00 2021-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2020-07-01 042104046 ECONOMIC MOBILITY PATHWAYS INC ECON 6172592953 308 CONGRESS STREET FLOOR 5 BOSTON MA 02210 RICHARD GAIR CFO 6172592953 2022-05-31 1 RICHARD GAIR 999009999 CRAIG KLEIN P00734640 6177610600 2022-05-31 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z EMPATH ELISABETH BABCOCK 308 CONGRESS STREET FLOOR 5 BOSTON MA 02210 17265091 0 X WWW.EMPATHWAYS.ORG X 1961 MA 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. 20 19 143 100 0 0 2280991 6329678 9736256 10804238 265907 5865 62396 48375 12345550 17188156 0 0 0 0 7829625 7767569 0 0 437175 5025111 5303839 12854736 13071408 -509186 4116748 11877428 15940254 3426868 1991786 8450560 13948468 X 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. 0 0 6868930 0 8716434 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. 2147713 0 945099 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. 778132 0 516496 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. 783590 0 45175 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. 798259 581034 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. 1581849 0 626209 11376624 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 1 143 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X RICHARD GAIR 6172592953 308 CONGRESS STREET FL 5 BOSTON MA 02210 CORINNE LARSON CHAIRWOMAN 1.00 X X 0 0 0 ELISABETH BABCOCK PRESIDENT/CEO 40.00 X X 223223 0 22385 ROB REILLY VICE CHAIR 1.00 X X 0 0 0 EILEEN CASEY TREASURER 1.00 X X 0 0 0 CARSON BIEDERMAN CLERK 1.00 X X 0 0 0 HEIDI BROOKS DIRECTOR 1.00 X 0 0 0 KATHARINE DELANEY DIRECTOR 1.00 X 0 0 0 STEVEN R ARGENTIERI DIRECTOR 1.00 X 0 0 0 JENNIFER GAUDET DIRECTOR 1.00 X 0 0 0 LAURENCE KANTOR DIRECTOR 1.00 X 0 0 0 J ADRIAN LAWRENCE DIRECTOR 1.00 X 0 0 0 BILL MANTZOUKAS DIRECTOR 1.00 X 0 0 0 PATRICIA MULLEN DIRECTOR 1.00 X 0 0 0 D'ARCY GOLDMAN DIRECTOR 1.00 X 0 0 0 DONNA JEFFERS DIRECTOR 1.00 X 0 0 0 BARBARA RUSSELL DIRECTOR 1.00 X 0 0 0 ALISTER MARTIN DIRECTOR 1.00 X 0 0 0 SHARON NILES DIRECTOR 1.00 X 0 0 0 MELISSA TANSEY DIRECTOR 1.00 X 0 0 0 LASHAUNA WALKER DIRECTOR 1.00 X 0 0 0 RICHARD GAIR CFO 40.00 X 167218 0 5081 MARY COLEMAN SENIOR VP & COO 40.00 X 187090 0 8407 RUTH LIBERMAN VICE PRESIDENT 40.00 X 160362 0 22230 JENNIFER LOWE VICE PRESIDENT 40.00 X 124528 0 8946 NICOLE RUIZ DE LUZURIAGA VICE PRESIDENT 40.00 X 117626 0 19813 CYNTHIA GURA WALLING ASSISTANT VICE PRESIDENT 40.00 X 124440 0 3219 MILENA GOSTANIAN ASSISTANT VICE PRESIDENT 40.00 X 109464 0 19919 1213951 0 110000 8 0 1 0 0 92750 1363675 4873253 57357 6329678 HOUSING AND STABILIZATION 624221 8716434 8716434 MOBILITY MENTORING 624190 945099 945099 FOOD SERVICES 624210 581034 581034 MEMBERSHIPS & TRAINING 624210 516496 516496 RESEARCH & ADVOCACY 813319 45175 45175 10804238 81657 75792 5865 5865 5865 0 92750 1143 -1143 -1143 MANAGEMENT FEE 900099 44106 44106 0 0 OTHER INCOME 900099 5412 5412 0 0 49518 17188156 10853756 0 4722 631320 327851 240000 63469 5772898 5153178 405333 214387 95500 80953 10640 3907 783171 656552 96527 30092 484680 403271 60655 20754 204762 109859 92813 2090 6364 6364 51220 51220 24150 24150 56757 44046 4353 8358 287433 150130 99352 37951 70335 61529 6658 2148 3262656 3216260 -6445 52841 23853 14984 8805 64 12183 9576 2607 25781 25781 321437 256527 64584 326 97386 35329 62057 MEALS 437311 435853 1458 0 PROGRAM SUPPLIES 386291 384806 697 788 TEMPORARY HELP 35920 35920 0 0 13071408 11376624 1257609 437175 2053029 4610445 1174084 1152981 246306 192072 9444833 6345585 3381224 3099248 4846225 6683926 176560 201582 11877428 15940254 1023229 1142305 70836 69815 2332803 779666 0 3426868 1991786 X 3677416 7916540 4773144 6031928 8450560 13948468 11877428 15940254 4116748 1381160 0 X 0 1 X 1 0 X 1419919 1949539 2386274 2280991 6329678 14366401 1419919 1949539 2386274 2280991 6329678 14366401 1112538 13253863 92329 101264 117402 33761 3462 348218 14714619 48929952 0.90070 0.95710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 47068 0 0 1 47068 0 0 94136 0 PART II-B, LINE 1: MEETINGS WITH LEGISLATORS AND THEIR STAFFS TO ADVOCATE FOR LEGISLATION THAT WILL ASSIST LOW-INCOME FAMILIES. PRINTING, POSTAGE AND PREPARATION OF MAILINGS TO LEGISLATORS. 4846225 500000 1361851 24150 6683926 5475414 153310 764000 18499 4846225 5395817 367573 267000 20976 5475414 5333016 363508 279000 21707 5395817 5226265 571084 443000 21333 5333016 0.47000 0.39000 0.14000 0 0 20000 20000 7731413 5167148 2564265 599148 125140 474008 961094 949386 11708 133178 103911 29267 3099248 COMMONFUND GLOBAL MULTI-ASSET FUND 6683926 F 6683926 X 18731138 1381160 184831 1141 1567132 17164006 24150 24150 17188156 13233230 184831 1143 185974 13047256 24150 2 24152 13071408 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 ANNUAL GALA 92750 92750 1143 92750 92750 1143 1143 -1143 0 0 0 0 0 0 0 0 0 ELISABETH BABCOCK PRESIDENT/CEO 223223 0 0 0 0 0 1500 0 20885 0 245608 0 0 0 MARY COLEMAN SENIOR VP & COO 187090 0 0 0 0 0 1500 0 6907 0 195497 0 0 0 RUTH LIBERMAN VICE PRESIDENT 160362 0 0 0 0 0 1500 0 20730 0 182592 0 0 0 RICHARD GAIR CFO 167218 0 0 0 0 0 1500 0 3581 0 172299 0 0 0 X 6 57357 FMV 0 1 0 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.