2023-11-15T23:44:31-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2022-01-01 222853599 FAMILY PROMISE OF BERGEN COUNTY FAMI 2018338009 100 DAYTON STREET RIDGEWOOD NJ 07450 PAUL SHACKFORD PRESIDENT 2018338009 2023-11-15 1 PAUL SHACKFORD 999009999 1 GARRETT M HIGGINS P00543209 2017129800 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL SHACKFORD 100 DAYTON STREET RIDGEWOOD NJ 07450 2119622 0 X WWW.BERGENFAMILYPROMISE.ORG X 1986 NJ PROVIDE TEMPORARY SHELTER AND SUPPORT TO WORKING FAMILIES EXPERIENCING HOMELESSNESS, AND A DINNER PROGRAM TO ADDRESS FOOD INSECURITY IN THE COMMUNITY. 9 9 11 4500 0 0 2345188 1892308 0 0 22592 18258 34339 35382 2402119 1945948 492419 691439 0 0 549343 638400 0 0 253520 493548 315782 1535310 1645621 866809 300327 2990710 3313936 107592 157762 2883118 3156174 X PROVIDE TEMPORARY SHELTER AND SUPPORT TO WORKING FAMILIES EXPERIENCING HOMELESSNESS, AND A DINNER PROGRAM TO ADDRESS FOOD INSECURITY IN THE COMMUNITY. 0 0 551461 422998 0 WALK-IN DINNER PROGRAM: SINCE 1991, FAMILY PROMISE HAS PROVIDED FREE MEALS TO ANYONE WHO NEEDS ONE, NO QUESTIONS ASKED. WHEN THE HOUSING, HEALTH, AND HUMAN SERVICES CENTER OPENED IN 2008, THE COUNTY OF BERGEN ASKED FAMILY PROMISE TO PROVIDE MEALS TO SHELTER RESIDENTS AND ANYONE FROM THE COMMUNITY WHO CAME TO EAT IN THE SHELTER DINING ROOM. BEGINNING IN APRIL 2020, THE COUNTY RELOCATED SHELTER RESIDENTS TO MOTELS TO PREVENT THE SPREAD OF COVID19. IMMEDIATELY, FAMILY PROMISE VOLUNTEERS BEGAN PACKING MEALS TO-GO AND DELIVERING THEM TO THE INDIVIDUALS AT THE MOTELS. FAMILY PROMISE PROVIDED ADDITIONAL TO-GO MEALS TO MEMBERS OF THE COMMUNITY WHO CAME TO THE SHELTER LOADING DOCK SEEKING A NIGHTLY MEAL. BY 2022, THE COUNTY HAD RETURNED ALL THE RESIDENTS BACK TO THE SHELTER AND FAMILY PROMISE RESUMED FEEDING THEM INSIDE. AT THE SAME TIME, THERE WERE APPROXIMATELY 150 PEOPLE FROM THE COMMUNITY, MANY OF THEM FAMILIES WITH CHILDREN, WHO HAD COME TO RELY ON THE MEALS. WE CONTINUE TO PROVIDE THEM MEALS TO-GO.IN 2022, FAMILY PROMISE PROVIDED 52,787 MEALS TO COUNTY SHELTER RESIDENTS, AS WELL AS FAMILIES WITH CHILDREN AND INDIVIDUALS FROM THE COMMUNITY. SINCE ITS INCEPTION IN 1991, THE FAMILY PROMISE WALK-IN DINNER HAS SERVED OVER 1.3 MILLION MEALS TO VULNERABLE ADULTS, FAMILIES AND CHILDREN VALUED AT APPROXIMATELY $6.5 MILLION. RECEIVING FREE MEALS ENABLES FAMILIES AND INDIVIDUALS TO CONSERVE SOME OF THEIR MODEST INCOME AND USE IT TO PAY RENT, MAKING THIS PROGRAM A FORM OF HOMELESS PREVENTION. 246236 183103 0 HOMELESS PREVENTION PROGRAM: IT IS MUCH MORE COST EFFECTIVE TO KEEP FAMILIES IN THEIR CURRENT HOME THAN TO REHOUSE THEM AFTER THEY HAVE BEEN EVICTED. THIS IS ESPECIALLY TRUE AS RENTS HAVE SKYROCKETED SINCE THE BEGINNING OF THE COVID PANDEMIC. FAMILY PROMISE PROVIDES FUNDING TO WORKING FAMILIES FOR RENT, RENTAL ARREARS, AND SERVICES DESIGNED TO ALLOW THEM TO REMAIN IN STABLE HOUSING. OFTEN, A SMALL AMOUNT OF ASSISTANCE CAN KEEP A FAMILY FROM SPIRALING INTO HOMELESSNESS. FAMILIES ACCEPTED INTO THIS PROGRAM MEET WITH CASE MANAGERS AND ARE ABLE TO PARTICIPATE IN ADDITIONAL ACTIVITIES TO SUPPORT THEIR CONTINUED SUCCESS MAINTAINING STABLE HOUSING. IN 2022, FAMILY PROMISE PROVIDED OVER $143,000 IN HOMELESS PREVENTION FUNDING TO 42 FAMILIES COMPRISED OF 62 ADULTS AND 246 CHILDREN. SOME FAMILIES RECEIVED FUNDING FOR BOTH RENTAL ARREARS AND RENTAL ASSISTANCE GOING FORWARD, AND ARE ONLY COUNTED ONCE IN OUR STATISTICS. 235811 26059 0 NEW LEAF/NEW LIFE: TRANSITIONAL HOUSING PROGRAM: HOMELESSNESS IS A COMPLEX SITUATION WITH MANY CAUSES AND UNDERLYING ISSUES. AFTER A THOROUGH SCREENING AND ASSESSMENT PERIOD IN THE BRIDGE PROGRAM, CLIENT FAMILIES WHO SHOW PARTICULAR MOTIVATION AND NEED ADDITIONAL TIME TO ADDRESS THEIR PERSONAL, FINANCIAL, AND EMPLOYMENT GOALS HAVE THE OPPORTUNITY TO LIVE IN ONE OF THE APARTMENTS THAT FAMILY PROMISE RENTS AND MANAGES. FAMILY CASE MANAGERS OFFER SUPPORT AND GUIDANCE TO FAMILIES AS THEY ASSUME THESE INDEPENDENT LIVING SITUATIONS. FAMILIES CAN REMAIN IN AN APARTMENT FOR UP TO TWO YEARS OR MORE AS LONG AS THEY ARE WORKING TOWARD THEIR GOALS. FAMILIES IN THIS PROGRAM ARE ABLE TO AVAIL THEMSELVES OF ALL OF THE SERVICES FAMILY PROMISE OFFERS. THESE INCLUDE:- JOB TRAINING AND EDUCATIONAL ADVANCEMENT, WHICH GIVE PARENTS THE TOOLS TO COMPETE FOR BETTER PAYING JOBS. CHILDCARE AND TRANSPORTATION SUBSIDIES REMOVE COMMON BARRIERS TO SUCCESSFUL EMPLOYMENT.- THE FINANCIAL EDUCATION THAT FAMILIES RECEIVE EQUIPS THEM WITH THE KNOWLEDGE NECESSARY FOR EFFECTIVE MONEY MANAGEMENT. FAMILIES ATTEND MONTHLY WORKSHOPS AND MEET INDIVIDUALLY WITH A PROFESSIONAL FINANCIAL COACH AT LEAST MONTHLY TO ADDRESS THEIR UNIQUE FINANCIAL CHALLENGES. ADDITIONALLY, ALL FAMILIES PARTICIPATE IN A MANDATORY SAVINGS PLAN. FAMILIES BUILD THEIR SAVINGS AND CREATE AN EMERGENCY FUND, WHICH PREPARES THEM FOR UNEXPECTED CHALLENGES ONCE THEY GRADUATE FROM THE NEW LEAF PROGRAM.- PERSONAL EMPOWERMENT WORKSHOPS HELP FAMILIES GAIN CONTROL OF THEIR LIVES BY INCREASING THEIR KNOWLEDGE AND CONFIDENCE. AS FAMILIES BECOME EMPOWERED, THEY BEGIN OPERATING FROM A STANDPOINT OF OPTIMISM AND SELF-DETERMINATION AS THEY ADVANCE TOWARD THEIR GOALS. IN 2022, FAMILIES EXPLORED TOPICS SUCH AS POSITIVE PARENTING TECHNIQUES, JOB READINESS SKILL BUILDING, AND RELAXATION TECHNIQUES. 122073 36485 0 FAMILY PROMISE / BRIDGE NETWORK AT THE BEGINNING OF THE COVID PANDEMIC IN 2020, THE ORGANIZATION SHIFTED ITS MODEL AND BEGAN TO SHELTER HOMELESS WORKING FAMILIES ADULTS WITH DEPENDENT CHILDREN TOGETHER IN HOTELS. PREVIOUSLY, UP TO 14 ADULTS AND CHILDREN WERE HOSTED OVERNIGHT AT LOCAL CONGREGATIONS ON A WEEKLY ROTATING BASIS. THE NEW MODEL CONTINUES TO INCLUDE ALL OF THE SUPPORT COMPONENTS OF OUR TRADITIONAL NETWORK PROGRAM WHILE PROVIDING A WAY FOR FAMILIES TO ISOLATE SAFELY TOGETHER. WITH THE HELP OF CARING FAMILY CASE MANAGERS, FAMILIES EXPLORE THE ISSUES THAT CONTRIBUTED TO THEIR HOMELESSNESS AND, TOGETHER, CREATE A PLAN TO ADDRESS THEM. ALL FAMILIES ARE REQUIRED TO PARTICIPATE IN FINANCIAL EDUCATION AND OTHER PROGRAMS DESIGNED TO HELP THEM OVERCOME OBSTACLES TO SELF-SUFFICIENCY. 84700 17733 CAMP LOTS-OF-FUN THE ORGANIZATION REIMAGINED THIS PROGRAM IN 2020, TAKING EVERY PRECAUTION TO KEEP CAMPERS, COUNSELORS, AND STAFF SAFE FROM COVID. CHILDREN FROM THE ORGANIZATIONS PROGRAMS AGED 5 THROUGH 12 ENJOY A TWO WEEK SUMMER CAMP OFFERING FUN AND ATTENTION IN A STRESS-FREE ENVIRONMENT. PAID STAFF INCLUDES THE CAMP DIRECTOR, ASSISTANT CAMP DIRECTOR AND HEAD COUNSELOR. MEMBERS OF THE ORGANIZATIONS YOUTH COUNCIL FOR THE HOMELESS AND OTHER HIGH SCHOOL STUDENTS SERVE AS VOLUNTEER CAMP COUNSELORS. ACKNOWLEDGING THAT MANY TEENS HAVE TO WORK DURING THE SUMMER, THE ORGANIZATION OFFERS A STIPEND TO ATTRACT COUNSELORS FROM DIFFERENT ETHNIC AND SOCIOECONOMIC BACKGROUNDS. 59416 5061 ADVOCACY: BOARD MEMBERS, STAFF AND QUALIFIED VOLUNTEERS ADDRESS THE COMMUNITY CONGREGATIONS, CLERGY, BUSINESSES, MEMBERS OF COMMUNITY SERVICE ORGANIZATIONS AND STUDENTS IN ORDER TO EDUCATE THEM WITH REGARDS TO THE ISSUES AND CHALLENGES WHICH HOMELESS FAMILIES FACE. THE GOAL IS TO ENABLE THE PUBLIC TO ASSESS POLICIES AND THE IMPACT THEY MIGHT HAVE ON WORKING POOR FAMILIES. 266189 59279 0 1299697 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 2 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NJ X X OLIVIA CARBONARO 2018338009 100 DAYTON STREET RIDGEWOOD NJ 07450 PAUL SHACKFORD PRESIDENT 15.00 X X 0 0 0 NADINE Z GENET VICE PRESIDENT 5.00 X X 0 0 0 JERROLD FLEISHER SECRETARY 3.00 X X 0 0 0 RACHEL VOTTO TREASURER 5.00 X X 0 0 0 DANIEL R BOYER FUND DEVEL. COMMITTEE CHAIR 5.00 X 0 0 0 ANN MARIE MCCANN TRUSTEE 3.00 X 0 0 0 ALEXANDRA PINA TRUSTEE 3.00 X 0 0 0 FRANK SKUTHAN TRUSTEE 3.00 X 0 0 0 DONNETT VERLEY TRUSTEE 3.00 X 0 0 0 KATE DUGGAN EXECUTIVE DIRECTOR 40.00 X 124165 0 5507 124165 0 5507 1 0 0 0 0 40000 187871 81431 1583006 411149 1892308 8374 8374 46819 36935 9884 9884 9884 105498 187871 103261 2237 2237 62900 33478 29422 29422 OTHER INCOME 900099 3723 3723 3723 1945948 0 0 53640 691439 691439 129672 77803 19451 32418 430682 254308 18705 157669 8496 5006 242 3248 24742 14663 1670 8409 44808 26867 3073 14868 24970 18728 6242 14902 6550 8352 8542 24 8518 40973 24942 7887 8144 15656 5040 1813 8803 122064 114472 5061 2531 1888 1686 202 6750 6750 2731 2068 663 10195 7287 1997 911 CLIENT WORKSHOPS & HOSP 26320 20585 5735 OTHER 21757 5445 14553 1759 PROG. MEALS & MATERIALS 15727 15727 REPAIRS AND MAINTENANCE 3307 307 3000 1645621 1299697 92404 253520 626067 684927 1957041 2264916 221045 218214 22658 5000 44181 39483 7429 4698 150732 125093 5738 11088 2990710 3313936 33848 53950 73744 103812 107592 157762 X 2152090 2168778 731028 987396 2883118 3156174 2990710 3313936 300327 -27271 0 X X 0 1 X 1 0 X 913461 1373629 2324842 2345188 1892308 8849428 913461 1373629 2324842 2345188 1892308 8849428 143477 8705951 5617 14442 10342 8918 8374 47693 133974 93996 71997 28622 31659 360248 46357 2792 6086 5717 3723 64675 9322044 2623 0.93390 0.91980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 46,357. 2019 AMOUNT: $ 2,792. 2020 AMOUNT: $ 6,086. 2021 AMOUNT: $ 5,717. 2022 AMOUNT: $ 3,723. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 144216 -22967 7511 113738 122482 25859 4125 144216 110631 13346 1495 122482 93478 21190 4037 110631 99712 -6234 93478 0.87414 0.12586 0 0 17291 14180 3111 26890 25303 1587 4698 X 1921477 -27271 2800 -24471 1945948 0 1945948 1648421 2800 2800 1645621 0 1645621 PART IV, LINE 2B: CLIENT ESCROW ACCOUNTS ARE FUNDS THAT ARE HELD FOR CLIENTS THAT RESIDE IN FAMILY PROMISE'S NEW LEAF APARTMENTS AND FP NETWORK. WHEN THEY ENTER THE PROGRAM, AN AMOUNT TO BE DEPOSITED MONTHLY INTO AN ESCROW ACCOUNT IS DETERMINED BY THE ORGANIZATION, BASED ON THE CLIENT'S INCOME. IT ACTS AS A SAVINGS ACCOUNT FOR THEIR BENEFIT. THE FUNDS ARE DISTRIBUTED TO THE CLIENT WHEN THEY MOVE OUT OF THE PROGRAM. PART V, LINE 4: A DONOR-RESTRICTED ENDOWMENT IS MAINTAINED WHOSE PURPOSE IS TO PROVIDE INCOME TO SUPPORT THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT INSTITUTION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES HAVE BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS U.S. GAAP GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS TOPIC PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT, CLASSIFICATION AND DISCLOSURES RELATED TO UNCERTAIN TAX POSITIONS, ALONG WITH ANY INTEREST AND PENALTIES. THE ORGANIZATION CONTINUALLY EVALUATES THE POSSIBLE EXISTENCE OF UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. ANNUAL GALA 157910 102959 54951 24039 517 19614 GOLF OUTING 94653 45371 49282 400 31370 10975 2 40806 39541 1265 67 16279 293369 187871 105498 400 67 55409 517 46868 103261 2237 62900 29563 3915 1 1.00000 62900 29563 3915 33478 29422 NJ 1 0 1 0 1.00000 FRAN ROBERTSON 100 DAYTON STREET RIDGEWOOD NJ 07450 0 RENEE HARPER RECORDS EACH RAFFLE TICKET SOLD. X 1 29422 SCHEDULE G, PART III, LINE 17B NEW JERSEY - $27,883 0 HOUSING ASSISTANCE 73 194849 MEALS 54927 427956 FMV MEALS, PRODUCE BOXES, GIFT CARDS FOR MEALS CHILD CARE 6 9926 TRAINING & EDUCATION 23 11737 CLOTHING AND HOUSEHOLD SUPPLIES 335 46971 FMV CLOTHING AND HOUSEHOLD SUPPLIES SCHEDULE I, PART I FREE MEALS ARE DISTRIBUTED TO INDIVIDUALS AND FAMILIES IN NEED AT THE WALK-IN DINNER PROGRAM, NO QUESTIONS ASKED, WITH NO REQUIREMENTS FOR RECIPIENTS TO PROVIDE PERSONAL INFORMATION. SCHEDULE I, PART III, COLUMN B: THE NUMBER OF RECIPIENTS REPORTED IN COLUMN B ALSO REPRESENTS THE NUMBER OF MEALS SERVED (ONE MEAL PER PERSON). X 37999 FMV X 2 10560 AVG. SELLING PRICE X 48647 362590 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST AFFECTING FAMILY PROMISE OF BERGEN COUNTY (FPBC) MAY BE DEFINED AS INDIVIDUAL ACTIVITY OR INTEREST WHICH IS INCONSISTENT WITH OR OPPOSED TO THE LEGITIMATE BEST INTEREST OF FPBC. IT IS THE POLICY OF FPBC THAT ALL MEMBERS OF THE STAFF AND BOARD OF TRUSTEES ATTEMPT TO AVOID PERSONAL TRANSACTIONS OR SITUATIONS IN WHICH THEIR PERSONAL INTEREST WILL, OR APPEAR TO, CONFLICT WITH THOSE OF FPBC. WHERE SUCH CONFLICT CANNOT BE AVOIDED, FULL DISCLOSURE OF ANY SUCH CONFLICT OF INTEREST, IN WRITING, IS REQUIRED TO BE SUBMITTED TO THE EXECUTIVE DIRECTOR AND THE PRESIDENT OF THE BOARD OF TRUSTEES. THE BOARD PRESIDENT MAY DETERMINE WHAT CONSTITUTES "IN CONFLICT" ACTIVITIES. ANY VOTING MEMBER OF THE BOARD MUST RECUSE THEMSELVES FROM VOTING ON ANY PROPOSED TRANSACTION IN WHICH THEY MAY BE DEEMED TO HAVE AN "IN CONFLICT" INTEREST. THE DELIBERATIONS AND DECISIONS REGARDING ANY CONFLICT OF INTEREST ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT AND EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT PROCESS HAS NOT CHANGED FROM PRIOR YEARS. THE ORGANIZATION HAS ESTABLISHED AN AUDIT / FINANCE COMMITTEE WHICH IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT.