2011-03-24T14:11:54-05:00 2010-06-30 EisnerAmper LLP 101 West Avenue PO Box 458 Jenkintown PA 190460458 990 2009-07-01 232555950 PROJECT HOME PROJ 2152327229 1515 FAIRMOuNT AVENUE PHILADELPHIA PA 19130 JOAN DAWSON MCCONNON 2152327229 2011-03-22 1 Thomas Sulpizio 2158818800 2009 2016-02-24 21:20:13Z S MARY SCULLION 1515 FAIRMOuNT AVENUE PHILADELPHIA PA 19130 22158645 0 X WWW.PROJECTHOME.org X 1989 PA The mission of the Project H.O.M.E. community is to empower adults, children, and families to break the cycle of homelessness and poverty, to alleviate the underlying causes of poverty, and to enable all of us to attain our fullest potential as individuals and as members of the broader society. We strive to create a safe and respectful environment where we support each other in our struggles for self-esteem, recovery, and the confidence to move toward self-actualization. 32 29 332 300 172 0 12613391 12509924 1550183 1328675 -154560 812346 -23206 1132976 13985808 15783921 41149 46147 0 7838893 7824299 0 563988 4775023 6703385 12655065 14573831 1330743 1210090 36351760 39004959 1743842 2423703 34607918 36581256 The mission of the Project H.O.M.E. community is to empower adults, children, and families to break the cycle of homelessness and poverty, to alleviate the underlying causes of poverty, and to enable all of us to attain our fullest potential as individuals and as members of the broader society. We strive to create a safe and respectful environment where we support each other in our struggles for self-esteem, recovery, and the confidence to move toward self-actualization. 0 0 9842653 1055560 Provide housing and support services for formerly homeless individuals and families as well as outreach efforts for individuals living on the streets. SEE ATTACHED WRITE-UP FOR A DETAILED DESCRIPTION OF THE PROGRAMS AND NUMBERS SERVED. 2334442 49678 Provide community services to address employment opportunities, educational needs, medical care and economic development. SEE ATTACHED WRITE-UP FOR A DETAILED DESCRIPTION OF THE PROGRAMS AND NUMBERS SERVED. 12177095 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 39 0 1 332 1 0 0 0 0 0 1 1 0 0 0 32 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 PA X X Marianne schuster CONTROLLER 2152327272 2101 Brandywine Street suite 100 Philadelphia PA 19130 KATHY ANDERSON 1.00 X X 0 0 0 D WALTER COHEN 1.00 X 0 0 0 JOHN s CONNORS 1.00 X 0 0 0 DENNIS GRIFFIN 1.00 X 0 0 0 WILLIAM a HARVEY 1.00 X X 0 0 0 LYNNe HONICKMAN 1.00 X 0 0 0 HYACINTH KING 1.00 X 0 0 0 CLAIRE REICHLIN 1.00 X 0 0 0 MICHAEL RUBINGER 1.00 X 0 0 0 ALMEDA SMITH 1.00 X 0 0 0 CHRISTINA T WEBBER 1.00 X 0 0 0 Kathleen Owens Ph D 1.00 X X 0 0 0 Louis Mayer 1.00 X 0 0 0 donna boscia 1.00 X 0 0 0 stephen J D'angelo 1.00 X 0 0 0 joyce miller CPA 1.00 X 0 0 0 deborah fretz 1.00 X 0 0 0 susan sherman 1.00 X 0 0 0 leigh middleton 1.00 X 0 0 0 KAREN BENEDETTI 1.00 X 0 0 0 CHARLENE TAYLOR 1.00 X 7467 0 0 PEDRO RAMOS 1.00 X 0 0 0 BARBARA SPIRO RYAN 1.00 X 0 0 0 JAMES WEBSTER 1.00 X 0 0 0 LOREE JONES 1.00 X 0 0 0 STEVE MCKENNA 1.00 X 0 0 0 JOAN DAWSON-MCCONNON CPA 40.00 X X 141077 0 35432 MARY SCULLION RSM 40.00 X X 0 0 0 JAMES PATERNO 1.00 X 0 0 0 J PATRICK O'GRADY 1.00 X 0 0 0 EMILY RILEY 1.00 X 0 0 0 FRANK PORRAZZA 1.00 X 0 0 0 148544 0 35432 1 0 1 0 JJ DELUCA CONSTRUCTION MANAGEMENT CO LLC 760 WEST SPROUL ROAD SUITE 300 SPRINGFIELD PA 19064 CONSTRUCTION 5844290 MARRIOTT INTERNATIONAL 1201 MARKET STREET PHILADELPHIA PA 19107 FACILITY RENTAL 171521 NU-LOOK CLEANING SERVICES 246 REGINA STREET PHILADELPHIA PA 19116 JANITORIAL SERVICES 164340 SISTERS OF MERCY 515 MONTGOMERY AVENUE MERION PA 19066 PERSONNEL 124757 US FOODSERVICE INC 2255 HIGH HILL ROAD BRIDGEPORT NJ 08014 FOOD 114713 5 27050 7701519 4781355 112392 12509924 MANAGEMENT and Mainten 624100 837822 837822 SUPPORTIVE SERVICES/HO 624100 321079 321079 FOOD/CLOTHING 624100 169774 169774 1328675 786767 172 786595 323476 251053 72423 72423 72423 5893109 5867530 25579 25579 25579 1311860 27050 256141 1055719 1055719 SALES OF HOLIDAY CARDS 624100 4834 4834 4834 15783921 1401098 172 1872727 46147 46147 182088 139759 32091 10238 6170033 4735708 1087407 346918 23395 21673 134 1588 1058974 777514 224477 56983 389809 355283 8500 26026 2321 1546 774 1 49750 33127 16600 23 33748 33748 255203 169934 85149 120 1233751 1105540 104577 23634 425839 370775 50274 4790 143509 62747 71639 9123 HOUSING DEVELOPMENT EXP 2946733 2946733 PROGRAM EXPENSES 1192371 1066460 66036 59875 GENERAL EXPENSES 136955 81687 43391 11877 SUPPLIES 129425 121534 6418 1473 COMMUNICATION 82425 65469 14755 2201 71355 41711 20526 9118 14573831 12177095 1832748 563988 142623 475239 1873448 632592 3234624 2570835 1566774 2115060 6352 61526 13689906 5621677 8213966 8068229 14041510 17974477 7272463 7107001 36351760 39004959 830300 892237 14465 10817 738726 1340733 160351 179916 1743842 2423703 X 17544723 17688495 10370900 12194553 6692295 6698208 34607918 36581256 36351760 39004959 X 0 1 1 X 1 1 X 10892004 10772653 13326319 12613391 13051158 60655525 10892004 10772653 13326319 12613391 13051158 60655525 889441 59766084 870395 870938 663523 707365 812346 3924567 10277 82101 3100 852382 947860 65527952 8264865 0.91210 0.93440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 1780 1780 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: Presented and testified at budget hearings and supported constituents in doing the same. Met individually with legislators and appointed officials both to educate them about the issues of homelessness and to solicit their support for specific ideas and programs. Spoke at and facilitated participation in rallies, public hearings and other actions pertaining to specific legislation. Worked as a member of local, state and national coalitions advocating for policy changes. 9163566 787013 667517 590924 10027172 9635448 512094 -569613 414363 9163566 0.63000 0.37000 0 0 359033 359033 9233544 2050842 7182702 1084247 911191 173056 2450574 2359313 91261 562508 300331 262177 8068229 CASH AND EQUIVALENTS 4969501 F COMMON STOCKS 2574053 F CORPORATE BONDS 4419825 F GOV'T BONDS AND NOTES 1803620 F MORTGAGE BACKED SECURITIES 2800949 F MUTUAL FUNDS 1128921 F OTHER 277608 F 17974477 DEPOSITS AND ADVANCES 11993 ADVANCE TO AFFILIATED PARTNERSHIP 322250 REPLACEMENT RESERVES 1169699 LOANS RECEIVABLE - RELATED ENTITIES 5603059 7107001 ACCOUNTS PAYABLE - RELATED PARTIES 179916 179916 15783921 14573831 1210090 763248 763248 1973338 15120129 763248 630768 562821 1956837 13163292 33748 2586881 2620629 15783921 12530131 630768 562821 1193589 11336542 33748 3203541 3237289 14573831 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment funds are to be used to support the educational work of the programs at The Honickman Learing Center/Comcast Technology Labs as well as to support the services provided by our homeless programs. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 256141. LOAN FORGIVENESS: 55627. DIRECT RENTAL EXPENSES: 251053. Part XII, Line 4b - Other Adjustments: REVENUE AND SUPPORT FOR CAPITAL ACQUISITION AND FINANCING: 2581126. DONATED COMPUTER EQUIPMENT: 5755. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 256141. LOAN FORGIVENESS: 55627. DIRECT RENTAL EXPENSES: 251053. Part XIII, Line 4b - Other Adjustments: HOUSING DEVELOPMENT EXPENSES: 3197786. DONATED COMPUTER EQUIPMENT: 5755. GALA 1338910 27050 1311860 171521 84620 1338910 27050 1311860 171521 84620 256141 1055719 0 TUITION ASSISTANCE/SCHOLARSHIPS 5 18585 FAIR MARKET VALUE RENTAL ASSISTANCE 6 27562 FAIR MARKET VALUE X 1 1 X X 0 0 0 0 0 0 0 0 0 JOAN DAWSON-MCCONNON CPA 141077 0 0 0 0 0 0 0 35432 0 176509 0 0 0 Part I, Line 1a THE SISTERS OF MERCY WERE REIMBURSED $18,000 FOR EXPENSES RELATED TO FUNDRAISING ACTIVITIES PERFORMED BY SISTER MARY SCULLION, THE EXECUTIVE DIRECTOR OF PROJECT HOME. X 3 106637 FAIR MARKET VALUE X LOAN FORGIVENESS 1 55627 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 5755 FAIR MARKET VALUE 0 1 0 Form 990, Part VI, Section A, line 2 CLAIRE REICHLIN IS THE SISTER-IN-LAW OF LYNNE HONICKMAN. BOTH INDIVIDUALS SERVE ON THE BOARD OF TRUSTEES. ADDITIONALLY, D. WALTER COHEN'S GRANDDAUGHTER, LAUREN MILLNER, IS AN EMPLOYEE OF PROJECT HOME. BILL HARVEY ALSO MAINTAINS AN ATTORNEY-CLIENT RELATIONSHIP WITH THREE OTHER BOARD MEMBERS (JIM PATERNO, STEVE MCKENNA AND STEVE D'ANGELO). Form 990, Part VI, Section B, line 11 The Form 990 is presented to the Finance and Audit Committee by the outside tax accountants at the January meeting. Once approved by this commiittee, it is sent electronically to all Board members for their review. The Board members send any comments/questions to the Controller to address before the final form is filed. Form 990, Part VI, Section B, line 12c All key employees and Board members are required to complete and sign a conflict of interest statement annually. The forms are reviewed and any conflicts are summarized and reported to the Executive Director, the Chief Financial Officer and the Controller. Form 990, Part VI, Section B, line 15 The Director of Human Resources obtained survey data of salary information for comparable organizations. She prepared a write-up of the information and it was presented to the Executive Committee of the Board for their review and approval. Form 990, Part VI, Section C, line 19 PROJECT H.O.M.E. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS CAN BE PLACED VIA TELEPHONE, EMAIL OR IN WRITING. COPIES OF REQUESTED DOCUMENTS ARE SENT TO THE PUBLIC VIA EMAIL OR REGULAR MAIL. FORM 990, PART XI, LINE 2C; THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY OF APPOINTING AN INDEPENDENT ACCOUNTANT AS WELL AS OVERSEEING THE AUDIT OF PROJECT H.O.M.E.'S FINANCIAL STATEMENTS. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. PROJECT H.O.M.E. ACCOMPLISHMENTS - 1989 - 2010 Since 1989, Project H.O.M.E. has helped more than 8,000 people break the cycle of homelessness and poverty by providing a continuum of care that includes street outreach, supportive housing and comprehensive services that focus on health care, education and employment. We also work to prevent homelessness and poverty through comprehensive neighborhood revitalization in North Philadelphia. Our accomplishments include the following: Housing - Since 1989, Project H.O.M.E. has leveraged more than $55 million toward housing and economic development. - Project H.O.M.E. currently provides 457 units of housing in Philadelphia, including 285 units of supportive housing for formerly homeless men, women and families with 79 additional in predevelopment. In 2009, these supportive units housed 500 individuals and families. - In 2008, we completed critical renovations to St. Elizabeth's Recovery Residence, allowing us to provide 24 units to two special-needs populations: homeless Veterans and homeless men with physical disabilities. - As part of our efforts to revitalize North Central Philadelphia, we have rehabbed and sold 43 houses to first-time homebuyers. - In early 2011 we will open Connelly House which will provide an additional 79 units of permanent housing. This eight-story building, a collaboration of Project H.O.M.E. and Bethesda Project, will be a LEED-certified, affordable housing facility located in Center City Philadelphia. - Teams from our Outreach Coordination Center canvas the streets of Center City and surrounding areas 24 hours a day, seven days a week to link homeless individuals with shelter, supportive housing, medical care, mental health care and substance abuse treatment. - Through our Public Policy/Education & Advocacy Department efforts, we won a landmark case in the Third Circuit Federal Appeals Court. This case established a significant legal precedent ensuring fair housing practices for homeless persons with special needs. And over the past 20 years, Project H.O.M.E. has continued to work with a variety of coalitions on city, state, and national levels to impact public policies, educate elected officials and maximize resources for housing and services. Opportunities for Employment - In 2009, 185 residents worked with Employment Services in areas which included educational assistance, job search, job coaching, resume writing and budgeting. Employment Services continues to make employment referrals and maintain relationships with our community partners like Department of Behavioral Health, The Philadelphia Zoo, PA CareerLink and ARAMARK. Overall, in 2009, Employment Services assisted 219 people that included our residents, Project H.O.M.E. alumni and Kate's Place. We operate a business that provides employment opportunities and training for formerly homeless persons: Our Daily Threads Thrift Store. - We operate two employment initiatives in partnership with the Free Library of Philadelphia: The H.O.M.E. Page Cafe and the Library Restroom Attendant Program. The cafe provides job opportunities and workplace skill development to formerly homeless individuals and teens from the Honickman Entrepreneur Program in partnership with Starbucks and Metropolitan Bakery; the Restroom Attendants perform light cleaning and maintenance duties and provide information about homeless services to anyone in need. - Our Adult Learning and Workforce Development programs serve more than 1,200 people annually and provide employment services to formerly homeless residents and community members that include: Adult Basic Education/GED Preparation; Computers and Technology; Job Readiness; Resume Workshops; Career Tracks Programs; Workforce Development Workshops; and Career Fairs. We have also collaborated with Comcast and the Urban League of Philadelphia to provide free customer service training since 2006. - The Harold A. Honickman Young Entrepreneur Program provides youth opportunities to create and run a small business. This competitive program provides students with business mentors, workshops and start-up funding for business projects proposed by the teens. - Our Economic Development Program is creating and implementing a strategy that targets the Ridge Avenue Corridor addressing the need for enhancing the physical environment, improving public safety, strengthening existing businesses and attracting new businesses. Medical Care - Our Community Health Initiative, a partnership with the Department of Family & Community Medicine at Thomas Jefferson University, makes approximately 2,000 contacts with patients annually, providing community-based, high-quality health care and health education services to the St. Elizabeths/Diamond Street neighborhood in North Philadelphia. - In 2009, 94 percent of our residents had health insurance, and we linked over 81 percent of our residents to preventive health care services, whether through our own services or through partnerships and collaboration with local health care providers. - Through partnerships with Council for Relationships and House of Hope and Peace, those in our community can access individual, child, couple and family therapy, as well as workshops on stress management, anger management, parenting, building family and community resilience, coping with anxiety and depression, and empowering the self and others to address violence in the community. - In predevelopment plans for The Wellness Center which will be a 30,000-square-foot state-of-the-art facility where Project H.O.M.E. and Thomas Jefferson Family Partners and our other healthcare partners will provide community-based, uniquely integrated, holistic health and wellness services targeted to the needs of the North Central Philadelphia Community. Education - Our Honickman Learning Center and Comcast Technology Labs (HLCCTL), a state-of-the-art, 38,000-square-foot technology center in North Central Philadelphia provides critical educational and workforce development opportunities for neighborhood children and their families. During the 2008-2009 school year, the K-6 After School & Summer Program served 119 students; the Teen After School & Summer Program served 76 students; and 112 youths participated in our Saturday Programming. Our Adult Learning and Workforce Development program enables community residents, low-income, and formerly homeless people to establish a more secure foundation. The goal for all participants in this program is to promote independence, self-sufficiency and a better quality of life in today's demanding and technical world. The Adult Learning and Workforce Development Program offers a spectrum of training and education programs, job placement assistance, and support services. - A collaboration between Project H.O.M.E. and Germantown Academy has resulted in the Community Partnership School (CPS), an innovative, independent elementary school offering a unique educational opportunity that combines academic curriculum with training in social and moral responsibility along with comprehensive services for talented underserved students. - We sponsor and direct the North Philly Footstompers Drill Team, comprised of 25 youth who compete in many local and national competitions. The Footstompers provides its members with invaluable opportunities that change and enlarge their world perspective while building their self-esteem and promoting teamwork, leadership and discipline. AWARDS Project H.O.M.E. has received much national recognition for our work. Some of our recent awards include the following: - Sister Mary Scullion is selected by Time Magazine as one of the "World's Most Influential People in 2009" - Charity Navigator 4-star rating for sound fiscal management (2004-2008) - National Alliance to End Homelessness Nonprofit Sector Achievement Award (2005) - National Law Center on Homelessness and Poverty's STAR Award for constructive, creative, innovative and replicable approaches to ending homelessness (2004) - The Ford Foundation's national "Leadership for a Changing World Award" (2002) - U.S. Department of Housing and Urban Development - one of the "100 Best Practices" (2000) - Philanthropy Roundtable - one of the "16 most efficient and innovative charities we know of anywhere." (2000) - Prudential National Nonprofit Leadership Award Co-chair of the Mayors Task Force on Homeless Services (current) Project H.O.M.E. has also been recognized as a national model by CBS National News (2006), The San Francisco Chronicle (2004), The Denver Post (2004) and The New York Times (2003). Our partnership with Jon Bon Jovi to rehab homes for first-time homeowners has been profiled nationally (2006-2009). And our co-founders, S. Mary Scullion and Joan Dawson McConnon, were selected as two of the "75 Greatest Living Philadelphians" in a list created by Dunkin' Donuts and the Philadelphia Eagles (2007). PROJECT HOME COMMUNITY DEVELOPMENT CORPORATION 1515 FAIRMOUNT AVE PHILADELPHIA PA 19130 232895377 PROVIDE AFFORDABLE HOUSING PA 501(C)(3) 11A 2700 DIAMOND DEVELOPMENT CORPORATION 2729 A DIAMOND STREET PHILADELPHIA PA 19121 233041374 OPERATES AN 8 UNIT RESIDENTIAL HOUSING PROJECT PA 501(C)(3) 7 1850 N CROSKEY DEVELOPMENT CORPORATION 1850 N CROSKEY STREET PHILADELPHIA PA 19121 205575302 OPERATES A 24 UNIT SINGLE HOUSING DEVELOPMENT PA 501(C)(3) 7 1515 FAIRMOUNT LIMITED PARTNERSHIP 1515 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 232789588 OPERATES A 48 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 1523 FAIRMOUNT LIMITED PARTNERSHIP 1523 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 232731916 OPERATES A 6 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 2826-28 DIAMOND LIMITED PARTNERSHIP 2826-28 W DIAMOND STREET PHILADELPHIA PA 19121 232726986 OPERATES A 10 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 2827-29 DIAMOND LIMITED PARTNERSHIP 2827-29 W DIAMOND STREET PHILADELPHIA PA 19121 232763593 OPERATES A 10 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 1440 NORTH BROAD LIMITED PARTNERSHIP 1440 NORTH BROAD STREET PHILADELPHIA PA 19121 232730116 OPERATES A 36 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 1900 NORTH JUDSON LIMITED PARTNERSHIP 1901 N JUDSON STREET PHILADELPHIA PA 19121 232967976 OPERATES A 31 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 1929 SANSOM LIMITED PARTNERSHIP 1929 SANSOM STREET PHILADELPHIA PA 19103 710897279 OPERATES A 144 UNIT SINGLE ROOM RESIDENCE PA N/A low income housing 0 0 1212 LUDLOW LIMITED PARTNERSHIP 1515 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 263554394 CONSTRUCT AND OPERATE A RESIDENCE PA N/A low income housing 0 0 PROJECT HOME LIMITED PARTNERSHIP 1515 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 232693990 LIMITED PARTNER PA N/A N/A 0 0 PEOPLE OF FORTITUDE 2102 BRANDYWINE STREET PHILADELPHIA PA 19130 232684808 REAL ESTATE PA N/A C PEOPLE OF PERSERVERANCE 2101 BRANDYWINE STREET PHILADELPHIA PA 19130 232998414 REAL ESTATE PA N/A C PEOPLE OF PIETY 2101 BRANDYWINE STREET PHILADELPHIA PA 19130 263437808 REAL ESTATE PA project home C WOCCC INC 2102 BRANDYWINE STREET PHILADELPHIA PA 19130 710897275 REAL ESTATE PA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1515 Fairmount LP D 750000 2827-29 Diamond LP D 85471 1929 Sansom LP D 3371115 1212 LUDLOW LP D 927047 1523 FAIRMOUNT LIMITED PARTNERSHIP D 13921 1850 N CROSKEY DEVELOPMENT CORPORATION D 126154