2025-12-08T13:17:14-06:00 2024-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-07-01 132645436 THE FORTUNE SOCIETY INC FORT 2126917554 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 STANLEY RICHARDS PRESIDENT & CEO 2126917554 2025-11-26 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-11-26 2023 2025-03-06 01:10:19Z X STANLEY RICHARDS 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 75543471 0 X WWW.FORTUNESOCIETY.ORG X 1967 NY THE FORTUNE SOCIETY'S MISSION IS TO SUPPORT SUCCESSFUL RE-ENTRY FROM INCARCERATION. PROMOTE ALTERNATIVES TO INCARCERATION, THUS STRENGTHENING THE FABRIC OF OUR COMMUNITIES. WE DO THIS BY OFFERING A COMPREHENSIVE ARRAY OF SERVICES, INCLUDING CAREER DEVELOPMENT, EDUCATION, HEALTH SERVICES, HOUSING, SUBSTANCE ABUSE TREATMENT, COUNSELING, DROP-IN-SERVICES AND ADVOCACY, TO SUPPORT EACH INDIVIDUAL'S NEEDS AND EXPERIENCES AS THEY ENTER THE FORTUNE SOCIETY. 31 31 992 55 0 0 61947411 72271071 2360189 2030249 3400 17158 579501 1003454 64890501 75321932 0 0 0 0 38091726 45752208 70000 75000 1443375 24235693 28616098 62397419 74443306 2493082 878626 63177717 66635473 36920769 39499899 26256948 27135574 X THE FORTUNE SOCIETY BELIEVES IN A WORLD WHERE ALL WHO ARE AT-RISK, INCARCERATED OR FORMERLY INCARCERATED CAN BECOME POSITIVE, CONTRIBUTING MEMBERS OF SOCIETY. OUR WORK SUPPORTS SUCCESSFUL RE-ENTRY OF FORMERLY INCARCERATED MEN AND WOMEN AND PROMOTES ALTERNATIVES TO INCARCERATION, THUS STRENGTHENING THE FABRIC OF OUR COMMUNITIES. 0 0 21387521 3072546 OUR HOUSING PROGRAMS EMPOWER HOMELESS, FORMERLY INCARCERATED INDIVIDUALS AND THEIR FAMILIES THE OPPORTUNITY TO BUILD BETTER FUTURES THROUGH STABLE AND AFFORDABLE HOUSING. BY PROVIDING LOW-THRESHOLD ACCESS TO SUPPORTIVE EMERGENCY AND TRANSITIONAL HOUSING AT THE FORTUNE ACADEMY ("THE CASTLE"), SUPPORTIVE PERMANENT HOUSING AT CASTLE GARDENS AND THROUGH OUR SCATTER-SITE HOUSING PROGRAM, WE MEET BOTH THE IMMEDIATE AND LONG-TERM NEEDS OF OUR CLIENTS. PARTICIPATING CLIENTS ARE ABLE TO TAKE THE FIRST STEPS ON THEIR JOURNEY TOWARDS BECOMING POSITIVE, SELF-SUFFICIENT MEMBERS OF SOCIETY WITH THE FULL SUPPORT OF FORTUNE'S REENTRY SERVICES. IN FY2024, WE SERVED 209 SCATTERED-SITE CLIENTS, 66 CLIENTS AT THE FORTUNE ACADEMY, 63 ACTIVE SUPPORTIVE HOUSING CLIENTS AT CASTLE GARDENS, 56 CLIENTS AT MANDAELA COMMUNITY AND 490 CLIENTS AT THE FREEDOM HOUSES. MOST CLIENTS LEAVING OUR TRANSITIONAL HOUSING WENT ON TO SUCCESSFUL PERMANENT HOUSING IN THE COMMUNITY WHILE CONTINUING TO ENGAGE IN THE ARRAY OF SUPPORT SERVICES OFFERED. 20994604 OUR ATI PROGRAMS REDUCE THE PRISON AND JAIL POPULATIONS, SAVE TAXPAYERS MILLIONS OF DOLLARS, AND EACH YEAR HELP HUNDREDS OF MEN AND WOMEN LEARN HOW TO LEAD CRIME-FREE, PRODUCTIVE LIVES. CLIENTS PARTICIPATING IN OUR ATI PROGRAMS ARE STILL UNDER CRIMINAL JUSTICE SUPERVISION WHILE IN THE COMMUNITY, BUT THEY ALSO RECEIVE THE LIFE-STABILIZING SERVICES THEY DESPERATELY NEED. THOSE WHO COMPLETE THEIR PROGRAM SUCCESSFULLY RECEIVE SENTENCES THAT REQUIRE NO FURTHER INCARCERATION, INCLUDING PROBATION AND COMMUNITY SERVICE. IN FY2024, WE SERVED 341 PARTICIPANTS IN OUR ATI PROGRAMS AND SUCCESSFULLY GRADUATED 82% OF CLIENTS ELIGIBLE FOR COMPLETION. 4778532 FORTUNE HAS OFFERED MENTAL HEALTH SERVICES SINCE JULY 2011 THROUGH THE BETTER LIVING CENTER (BLC), OUR NYS OFFICE OF MENTAL HEALTH (OMH)-LICENSED ARTICLE 31 OUTPATIENT MENTAL HEALTH TREATMENT CLINIC. THE BLC WORKS TO FACILITATE A SEAMLESS TRANSITION FOR INDIVIDUALS WITH MENTAL HEALTH ISSUES WHO ALSO HAVE HISTORIES OF INCARCERATION BY PROVIDING THE SUPPORTIVE ENVIRONMENT, TREATMENT, AND THERAPY THEY NEED TO MANAGE THEIR MENTAL ILLNESS, WHILE ALSO MAKING PROGRESS TOWARDS ACHIEVING THEIR OTHER LIFE GOALS. IN FY2024, WE SERVED 342 CLIENTS THROUGH THE BLC'S MENTAL HEALTH SERVICES. OUR NYS OFFICE OF ADDICTION SERVICES AND SUPPORTS (OASAS)-LICENSED OUTPATIENT SUBSTANCE ABUSE TREATMENT SERVICES PROGRAM EMPOWERS CLIENTS TO ADDRESS AND OVERCOME SUBSTANCE USE ISSUES. OUR OUTPATIENT TREATMENT PROGRAM SUPPORTS CLIENTS' EFFORTS TO ACHIEVE RECOVERY FROM THE LIFE-LONG CHRONIC ILLNESS OF SUBSTANCE USE AND AS PART OF THEIR LARGER TRANSITION TO A PRO-SOCIAL, SELF-DIRECTED LIFE IN OUR COMMUNITIES. WE PROVIDE CLIENT-CENTERED TREATMENT THAT IS GEARED TOWARDS THE OVERALL IMPROVEMENT OF EACH CLIENT'S MENTAL, EMOTIONAL, AND PHYSICAL WELL-BEING. EVERY CLIENT BEGINS HIS OR HER JOURNEY WITH A FULL ASSESSMENT AND PROGRAM ORIENTATION, FOLLOWED BY INTENSIVE INDIVIDUAL AND GROUP COUNSELING. WE ALSO OFFER LIFETIME AFTERCARE, SO OUR CLIENTS KNOW THEY CAN RELY ON US TO HELP THEM NAVIGATE FUTURE CHALLENGES. IN FY2024, WE SERVED 481 CLIENTS IN OUR SUBSTANCE ABUSE TREATMENT PROGRAM. 37% OF THE CLIENTS DISCONTINUED SUBSTANCE USE UPON DISCHARGE FROM FORTUNE'S SUBSTANCE ABUSE PROGRAM. 13728346 TRANSITIONAL SERVICES: THE TRANSITIONAL SERVICES PROGRAM PROVIDES DISCHARGE PREPARATION SERVICES TO ELIGIBLE MEN AND WOMEN DURING THEIR INCARCERATION ON RIKERS ISLAND, CONTINUING REENTRY SUPPORT FOLLOWING THEIR RELEASE. IN FY2024, 472 PEOPLE ENROLLED IN THE PROGRAM AFTER THEIR RELEASE FROM RIKERS. BENEFIT ACCESS: THE BENEFIT ACCESS PROGRAM IS AN INTEGRAL PART OF FORTUNE'S ADMISSIONS AND INTAKE PROCESS. WE HELP CLIENTS FIND OUT IF THEY ARE ELIGIBLE TO RECEIVE PUBLIC BENEFITS FROM ANY OF THE GOVERNMENT PROGRAMS AVAILABLE TO LOW-INCOME INDIVIDUALS. WE THEN WORK WITH CLIENTS TO NAVIGATE THE APPLICATION PROCESS SO THEY CAN SECURE CRITICAL BENEFITS SUCH AS SNAP (FOOD STAMPS) AND MEDICAID AND STABILIZE THEMSELVES FINANCIALLY. IN ADDITION, THE PROGRAM CONNECTS CLIENTS WITH EXPERT ADVICE TO HELP WITH A WIDE RANGE OF ISSUES, SUCH AS CHILD SUPPORT, EVICTIONS, ACCESSING AND CORRECTING RAP SHEETS, LEGAL SERVICES, FINANCIAL SERVICES, CREDIT ASSISTANCE, AND MUCH MORE. IN FY2024, WE SCREENED 5,356 INDIVIDUALS IN OUR BENEFIT ACCESS PROGRAM, ASSISTING THEM IN OBTAINING CASH AND NON-CASH PUBLIC BENEFITS. NOTABLE ACCOMPLISHMENTS IN FY2024 INCLUDED 431 SNAP BENEFIT RECIPIENTS, 282 MEDICAID RECIPIENTS, 330 FINANCIAL ASSISTANCE RECIPIENTS, AND 131 LEGAL COUNSELING SESSIONS.EDUCATION: OUR EDUCATION PROGRAM EMPOWERS CLIENTS TO ACHIEVE PERSONAL AND PROFESSIONAL GOALS AND MAKE PROGRESS TOWARD THE HIGH SCHOOL EQUIVALENCY (HSE) DIPLOMA, ATTENDING COLLEGE, AND PREPARING FOR TODAY'S JOB MARKET. CLIENTS HAVE THE OPPORTUNITY TO DEVELOP ESSENTIAL READING, WRITING, MATH AND COMPUTER SKILLS WITH THE SUPPORT OF FORTUNE'S DEDICATED TEACHERS, COUNSELORS, AND VOLUNTEER TUTORS. OUR SMALL CLASS SIZE ALLOWS EACH INDIVIDUAL TO PROGRESS AT HIS OR HER OWN PACE IN AN ENVIRONMENT WHERE ALL STUDENTS FEEL RESPECTED AND HAVE A SAY IN WHAT THEY ARE LEARNING. DURING FY2024, WE SERVED A TOTAL OF 311 STUDENTS IN OUR EDUCATION PROGRAMS.EMPLOYMENT SERVICES: OUR EMPLOYMENT SERVICES PROGRAM IS DESIGNED TO EQUIP FORMERLY INCARCERATED JOB SEEKERS, MANY OF WHOM ARE ENTERING THE JOB MARKET FOR THE FIRST TIME IN MANY YEARS, WITH THE SKILLS NECESSARY TO OBTAIN EMPLOYMENT AND THRIVE IN THE WORKPLACE. WE OFFER A VARIETY OF SERVICES TO HELP JOB SEEKERS BEGIN THEIR CAREERS AND SEEK PROFESSIONAL ADVANCEMENT. OUR INTENSIVE 3-WEEK WORKSHOP TEACHES CLIENTS HOW TO NETWORK, EXCEL IN JOB INTERVIEWS, PROBLEM-SOLVE, ANSWER DIFFICULT CONVICTION QUESTIONS, AND CREATE A PROFESSIONAL RESUME AND COVER LETTER. INDIVIDUALS COMPLETING THE WORKSHOP RECEIVE CAREER COUNSELING, JOB PLACEMENT ASSISTANCE, AND SUPPORT WITH JOB RETENTION. FORTUNE ALSO OFFERS SKILLS TRAINING WHICH PROVIDES INDUSTRY-RECOGNIZED CERTIFICATIONS, INCLUDING COMMERCIAL DRIVING AND GREEN JOBS TRAINING AND A BEST PRACTICE TRAINING THAT TRAINS CLIENTS TO BECOME JOB DEVELOPERS. CLIENTS WHO COMPLETE THE TRAINING RECEIVE JOB PLACEMENT AND CAREER ADVANCEMENT SERVICES TARGETED TO THEIR DESIRED CAREER FIELD. IN FY2024, 2,496 INDIVIDUALS RECEIVED EMPLOYMENT-RELATED SERVICES; OF THOSE, 599 INDIVIDUALS ENROLLED IN AND 532 COMPLETED OUR JOB READINESS WORKSHOP. WE WERE ABLE TO PLACE 355 INDIVIDUALS IN PERMANENT AND SUBSIDIZED JOBS WITHIN THE FISCAL YEAR. THE AVERAGE STARTING SALARY FOR ALL JOBS WITHIN THE FISCAL YEAR WAS $19.77/HOUR. FAMILY SERVICES: OUR FAMILY SERVICES PROGRAM HELPS CONNECT CLIENTS WITH THEIR LOVED ONES BY SUPPORTING PERSONAL GROWTH AND THE DEVELOPMENT OF ESSENTIAL LIFE SKILLS. WE OFFER AN ARRAY OF GROUP AND INDIVIDUAL SERVICES TO MEET THE UNIQUE NEEDS OF FORMERLY INCARCERATED MOTHERS, FATHERS, AND EXPECTANT PARENTS. OUR MEN AND WOMEN ARE GIVEN THE OPPORTUNITY TO LEARN VITAL INTERPERSONAL AND PARENTING SKILLS, DEVELOP THE TOOLS NEEDED TO ESCAPE A LIFE DEFINED BY CRIME AND/OR SUBSTANCE ABUSE, AND BECOME POSITIVE ROLE MODELS FOR THEIR CHILDREN. CLIENTS ALSO RECEIVE ASSISTANCE WITH CHILD SUPPORT CASES AND FAMILY REUNIFICATION ISSUES. IN FY2024, WE ENROLLED 111 NEW INDIVIDUALS IN OUR FAMILY SERVICES PROGRAM. WE INCREASED MATERIAL AND FINANCIAL SUPPORT TO CHILDREN FOR 81 CLIENTS, AND 116 CLIENTS COMPLETED OUR PARENT SKILLS CURRICULUM.HEALTH SERVICES: OUR HEALTH SERVICES TEAM OFFERS CLIENTS RAPID HIV TESTING, PREVENTION EDUCATION, CASE MANAGEMENT AND CONNECTION TO QUALITY, COMMUNITY-BASED TREATMENT AND CARE FOR INDIVIDUALS LIVING WITH OR AT-RISK FOR HIV/AIDS. THIS HOLISTIC AND INTEGRATED APPROACH TO SERVING FORMERLY INCARCERATED MEN AND WOMEN LIVING WITH HIV/AIDS, OR AT RISK OF DEVELOPING HIV/AIDS, HELPS ENSURE THEIR SAFE AND HEALTHY TRANSITION BACK INTO THE COMMUNITY. IN FY2024, WE SERVED 522 INDIVIDUALS IN OUR DROP-IN CENTER PROGRAM WHICH HELPS PEOPLE LIVING WITH HIV/AIDS ON RIKERS ISLAND, MANHATTAN DETENTION COMPLEX, BROOKLYN DETENTION COMPLEX AND VERNON C. BAIN CENTER TRANSITION BACK INTO THE COMMUNITY WITH ON-SITE INDIVIDUAL AND GROUP COUNSELING AND REFERRAL SERVICES. WE ALSO ENROLLED 159 CLIENTS IN OUR COMMUNITY-BASED HEALTH SERVICES PROGRAM, THEY RECEIVED CASE MANAGEMENT, INDIVIDUAL COUNSELING, GROUP SERVICES AND MEDICATION SUPPORT. FOOD AND NUTRITION: IN FY2024, WE PROVIDED 119,530 NUTRITIOUS MEALS TO OUR CLIENTS. IN ADDITION TO FOOD, THE MEAL PROGRAM PROVIDES AN OPPORTUNITY TO STRENGTHEN THE BONDS OF COMMUNITY THAT WE HAVE BUILT AT FORTUNE. WE ALSO DISTRIBUTED 109,379 POUNDS OF NY STATE GROWN FRESH PRODUCE TO LOW-INCOME NEW YORKERS.PUBLIC POLICY: WITH OVER 50 YEARS' EXPERIENCE, FORTUNE IS NOW ONE OF THE NATION'S LEADING INNOVATORS IN ADVOCACY AND PUBLIC POLICY. IN FY2024, WE CONTINUED THE LONG TRADITION OF ADVOCATING FOR PEOPLE WHO HAVE BEEN IMPACTED BY THE CRIMINAL JUSTICE SYSTEM. THROUGH POLICY DEVELOPMENT, ADVOCACY, TECHNICAL ASSISTANCE, TRAINING AND COMMUNITY EDUCATION, THE DAVID ROTHENBERG CENTER FOR PUBLIC POLICY PROGRAM WORKS TO BUILD AN EQUITABLE AND CONSCIONABLE JUSTICE SYSTEM, CHANGE COUNTERPRODUCTIVE LAWS AND POLICIES, AND PROMOTE EFFECTIVE PROGRAM MODELS FOR PEOPLE WITH CRIMINAL JUSTICE HISTORIES. 13728346 60889003 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 343 0 1 992 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X SONIA HANDY DIRECTOR OF ACCOUNTING 2126917554 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 ALAN PATRICOF DIRECTOR 0.30 X 0 0 0 ALPHONZO ELDER VICE CHAIRPERSON 1.00 X X 0 0 0 ANDREA SHAPRIO DIRECTOR 0.30 X 0 0 0 ANTHONY M MASTELLONE DIRECTOR 0.30 X 0 0 0 BETTY P RAUCH DIRECTOR 0.30 X 0 0 0 CARLOS POLANCO DIRECTOR 0.30 X 0 0 0 CAROLINE MARSHALL DIRECTOR 0.30 X 0 0 0 DANNY FRANKLIN DIRECTOR 0.30 X 0 0 0 DAVID A KOCHMAN DIRECTOR 0.30 X 0 0 0 DAVID SICHER DIRECTOR 0.30 X 0 0 0 DYJUAN TATRO DIRECTOR 0.30 X 0 0 0 E PATRICIA HAVERSHAM-BROWN DIRECTOR 0.30 X 0 0 0 ERIC A SEIFF DIRECTOR 0.30 X 0 0 0 FEMI AUSTIN-FREDERICKS DIRECTOR 0.30 X 0 0 0 FERNANDO MARTINEZ DIRECTOR 0.30 X 0 0 0 GABRIEL S OBERFIELD DIRECTOR 0.30 X 0 0 0 JEAN JEREMIE DIRECTOR 0.30 X 0 0 0 JEFF THAMKITTIKASEM DIRECTOR 0.30 X 0 0 0 JOHN H ELEY TREASURER 1.00 X X 0 0 0 LDENNIS KOZLOWSKI CHAIRPERSON 1.00 X X 0 0 0 MARK LEBOW SECRETARY 1.00 X X 0 0 0 MIKELL GREEN-GRAND DIRECTOR 0.30 X 0 0 0 MONIQUE CARTER DIRECTOR 0.30 X 0 0 0 NALIKA NANAYAKKARA DIRECTOR 0.30 X 0 0 0 PAMELA JARVIS DIRECTOR 0.30 X 0 0 0 RAY TEBOUT DIRECTOR 0.30 X 0 0 0 ROLAND NICHOLSON JR DIRECTOR 0.30 X 0 0 0 SAMUEL HAMILTON DIRECTOR 0.30 X 0 0 0 SHU'AIB ABDUR-RAHEEM DIRECTOR 0.30 X 0 0 0 STEPHANE HOWZE DIRECTOR 0.30 X 0 0 0 YVETTE BRISSETT-ANDRE DIRECTOR 0.30 X 0 0 0 JOANNE PAGE PRESIDENT/CEO (OUTGOING) 35.00 1.00 X 311211 0 39595 ROBERT DELEON DEPUTY CEO 35.00 X 194153 0 21576 STANLEY RICHARDS PRESIDENT & CEO 35.00 X 225599 0 41795 STEVEN HICKMAN CFO 35.00 X 210859 0 57476 SHERRY GOLDSTEIN VP AGENCY OPERATIONS 35.00 1.00 X 210566 0 21969 BENJAMIN METSCH CHIEF STRATEGY OFFICER 35.00 X 188371 0 2187 LEONARD CHAVIS VP ADMINISTRATION 35.00 X 192368 0 46863 MARC PIPARO CHIEF TECHNOLOGY OFFICER 35.00 X 197312 0 15977 RANDI ROTHSCHILD CHIEF PROGRAM OFFICER 35.00 X 154188 0 52965 RONALD DAY SENIOR VICE PRESIDENT 35.00 X 167278 0 20367 2051905 0 320770 32 0 1 0 ABRAHAM HOUSE 340 WILLIS AVENUE BRONX NY 10454 SOCIAL SERVICES 751180 DRISCOLL FOODS 6 WESTBELT WAYNE NJ 07470 FOOD SERVICE 694081 COMMUNITY ACCESS 17 BATTERY PLACE SUITE 1326 NEW YORK NY 10004 SOCIAL SERVICES 517568 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 EMPLOYMENT AGENCY 352920 4 725055 64905969 6640047 72321 72271071 SOCIAL SERVICE FEE 900099 2017251 2017251 WAGE SUBSIDY 900099 12998 12998 2030249 14537 14537 74941 72320 2621 2621 2621 115710 725055 149219 -33509 -33509 DEVELOPER FEES 900099 750916 750916 REIMBURSED PROPERTY EXPENSES 900099 277957 277957 INSURANCE CLAIM REFUND 900099 7009 7009 1081 1081 1036963 75321932 3067212 0 -16351 1268936 210979 1057957 33849871 27954413 5146291 749167 286083 240631 39023 6429 6976124 5771066 1051435 153623 3371194 2739267 559284 72643 321222 321222 185568 185568 67000 67000 75000 75000 3898338 2986502 794166 117670 1461634 1304990 145296 11348 822299 566868 223339 32092 14029502 13260963 651471 117068 373220 373220 429202 272993 131608 24601 409603 45564 364039 1162828 984024 158935 19869 784566 603553 173661 7352 CLIENT FOOD, ACTIVITIES 1707442 1707442 CLIENT STIPENDS 1094581 1094581 BAD DEBT 953185 953185 SUPPLIES 883555 704947 154448 24160 32353 32353 74443306 60889003 12110928 1443375 343281 242628 547798 1428258 25589157 33959328 568778 52470 589309 479823 13614719 5331403 8130646 8283316 27408748 22189650 63177717 66635473 6119903 10006918 2324042 1428533 2550778 8285000 25926046 19779448 36920769 39499899 X 19593980 21347196 6662968 5788378 26256948 27135574 63177717 66635473 878626 0 X X 0 1 X 1 1 1 X 36135043 37674334 56617713 61947411 72271071 264645572 36135043 37674334 56617713 61947411 72271071 264645572 264645572 41263 37414 33397 6701 14537 133312 754370 233528 312480 688571 1158007 3146956 267925840 13265370 0.98780 0.98890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2019 AMOUNT: $ 98,605. 2021 AMOUNT: $ 69,930. 2022 AMOUNT: $ 85,595. 2023 AMOUNT: $ 115,710. REIMBURSED PROPERTY EXPENSES - 2019 AMOUNT: $ 104,348. 2020 AMOUNT: $ 106,435. 2021 AMOUNT: $ 179,531. 2022 AMOUNT: $ 210,735. 2023 AMOUNT: $ 277,957. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 77,662. 2020 AMOUNT: $ 20,888. 2021 AMOUNT: $ 48,834. 2022 AMOUNT: $ 32,089. 2023 AMOUNT: $ 6,415. DEVELOPER FEE - 2022 AMOUNT: $ 252,694. 2023 AMOUNT: $ 750,916. INSURANCE CLAIM REFUND - 2019 AMOUNT: $ 3,755. 2020 AMOUNT: $ 7,688. 2021 AMOUNT: $ 3,000. 2022 AMOUNT: $ 106,298. 2023 AMOUNT: $ 7,009. LEGAL SETTLEMENT - 2019 AMOUNT: $ 470,000. 2020 AMOUNT: $ 50,000. 2021 AMOUNT: $ 11,185. 2022 AMOUNT: $ 1,160. UBIT TAX REFUND - 2020 AMOUNT: $ 48,517. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 67000 67000 0 PART II-B, LINE 1: IN FISCAL YEAR 2024, WE CONTINUED THE LONG TRADITION OF ADVOCATING FOR PEOPLE WHO HAVE BEEN IMPACTED BY THE CRIMINAL JUSTICE SYSTEM. THROUGH POLICY DEVELOPMENT, ADVOCACY, TECHNICAL ASSISTANCE, TRAINING AND COMMUNITY EDUCATION, THE DRCPP PROGRAM WORKS TO BUILD AN EQUITABLE AND CONSCIONABLE JUSTICE SYSTEM, CHANGE COUNTERPRODUCTIVE LAWS AND POLICIES, AND PROMOTES EFFECTIVE PROGRAM MODELS FOR PEOPLE WITH CRIMINAL JUSTICE HISTORIES. 7868053 1978319 5889734 5263723 3179223 2084500 482943 173861 309082 8283316 DUE FROM RELATED PARTIES 1396042 SECURITY DEPOSITS 1350933 RIGHT-OF-USE ASSET 18086209 OTHER ASSETS 154639 RESTRICTED CASH 1201827 22189650 ACCRUED INTEREST 39273 RESERVE ACCOUNT 1201827 LEASE LIABILITY 18538348 19779448 X 75617156 197351 97873 295224 75321932 0 75321932 75103604 197351 495300 692651 74410953 32353 32353 74443306 PART X, LINE 2: MANAGEMENT BELIEVES FORTUNE HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUE 130,226. INDIRECT FUNDRAISING EXPENSE -32,353. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSE 495,300. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSE 32,353. X X X 1 CATHY MCNAMARA 1325 SIXTH AVE 27TH FLOOR NEW YORK NY 10019 EVENT PLANNER 0 840765 75000 765765 840765 75000 765765 NY FALL GALA 840765 725055 115710 149219 840765 725055 115710 149219 149219 -33509 1 X X X X X 0 0 0 0 0 0 0 0 0 JOANNE PAGE PRESIDENT/CEO (OUTGOING) 308890 0 0 0 2321 0 12500 0 27095 0 350806 0 0 0 STEVEN HICKMAN CFO 209906 0 0 0 953 0 1500 0 55976 0 268335 0 0 0 STANLEY RICHARDS PRESIDENT & CEO 224137 0 0 0 1462 0 1500 0 40295 0 267394 0 0 0 LEONARD CHAVIS VP ADMINISTRATION 190199 0 0 0 2169 0 1500 0 45363 0 239231 0 0 0 SHERRY GOLDSTEIN VP AGENCY OPERATIONS 207143 0 0 0 3423 0 1500 0 20469 0 232535 0 0 0 ROBERT DELEON DEPUTY CEO 193821 0 0 0 332 0 1500 0 20076 0 215729 0 0 0 MARC PIPARO CHIEF TECHNOLOGY OFFICER 196931 0 0 0 381 0 1625 0 14352 0 213289 0 0 0 RANDI ROTHSCHILD CHIEF PROGRAM OFFICER 154003 0 0 0 185 0 1500 0 51465 0 207153 0 0 0 BENJAMIN METSCH CHIEF STRATEGY OFFICER 187498 0 0 0 873 0 1500 0 687 0 190558 0 0 0 RONALD DAY SENIOR VICE PRESIDENT 166852 0 0 0 426 0 1500 0 18867 0 187645 0 0 0 X 3 72321 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 RICHARD A. EISNER AND JOHN H. ELEY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND DISTRIBUTED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT BEFORE SUBMITTING TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AT EACH ANNUAL BOARD MEETING, COPIES OF THE ORGANIZATION'S POLICIES AND PROCEDURES ARE DISTRIBUTED TO EACH MEMBER AND ARE REINFORCED BY THE AGENCY'S CEO AND BOARD CHAIR. EACH EMPLOYEE, AT THE TIME OF HIRE, IS REQUIRED TO SIGN THE AGENCY'S CONFLICT OF INTEREST POLICY. ADDITIONALLY, OUR GOVERNMENT CONTRACTS REQUIRE KEY EMPLOYEES TO DISCLOSE EACH YEAR ANY CONFLICTS THEY MAY HAVE WITH THE AGENCY. THIS ALLOWS US TO REGULARLY MONITOR AND RESOLVE POTENTIAL CONFLICTS IF AND WHEN THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE AND THE COMPENSATION OF THE CEO, ASSURING THAT IT IS CONSISTENT WITH THAT PAID FOR THE SAME POSITION BY COMPARABLE ORGANIZATIONS BY: REVIEWING THE 990'S OF OTHER ORGANIZATIONS OF SIMILAR SIZE AND TYPE, REVIEWING AVAILABLE COMPENSATION SURVEYS OF REGIONAL NONPROFIT COMPENSATION, AND OBTAINING ADDITIONAL INFORMATION AS AVAILABLE INCLUDING FEEDBACK FROM AN EXECUTIVE RECRUITER. USING THESE SOURCES OF INFORMATION, THE EXECUTIVE COMMITTEE MEETS IN EXECUTIVE SESSION AND DETERMINES THE SALARY TO BE PAID TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART IV, LINE 12A: THE ORGANIZATION IS AMENDING THE RETURN WITH THE FINISHED AUDITED FINANCIAL STATEMENTS. FORTUNE HOUSING DEVELOP FUND CORP (HDFC) 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 134127747 REAL ESTATE DEVELOPMENT NY 501(C)(3) LINE 12A, I THE FORTUNE SOCIETY 1 FORTUNE W 140TH ST HOUSING DEVELOPMENT FUND (WHDFC) 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 800247026 LOW INCOME HOUSING NY 501(C)(3) LINE 7 THE FORTUNE SOCIETY 1 107-111 EAST 123RD ST HOUSING DEVELOPMENT FUND CORP 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 873506475 LOW INCOME HOUSING NY 501(C)(4) THE FORTUNE SOCIETY 1 FORTUNE LP 53 WEST 23RD STREET NEW YORK NY 10010 134127742 DEVELOPING AND OPERATING LOW INCOME HOUSING NY N/A 0 0 625 WEST 140TH STREET LP 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 800247048 DEVELOPING AND OPERATING LOW INCOME HOUSING NY N/A 0 0 BP UM 1080 WASHINGTON GP LLC 1605 DR MARTIN LUTHER KING BOULEVAR BRONX NY 10453 DEVELOPING AND OPERATING LOW INCOME HOUSING NY N/A 0 0 FORTUNE CASTLE III 123 LP 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 932895928 DEVELOPING AND OPERATING LOW INCOME HOUSING NY N/A 0 0 FORTUNE GP INC 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 134127739 LOW INCOME HOUSING NY N/A C 0 FORTUNE WEST 140TH STREET GP 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 800247038 LOW INCOME HOUSING NY N/A C 0 1080 WASHINGTON AVE HDFC 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 LOW INCOME HOUSING NY N/A C 0 FORTUNE CASTLE III 123 GP INC 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 933130392 LOW INCOME HOUSING NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0