2023-10-10T16:30:53-05:00 2022-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-01-01 132867881 LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE INC LITT 6466725200 333 EAST 115TH STREET NEW YORK NY 100292210 JONAH GENSLER CEO 6466725200 2023-10-05 1 JONAH GENSLER 999009999 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-10-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JONAH GENSLER 333 EAST 115TH STREET NEW YORK NY 100292210 5071662 0 0928 X WWW.LITTLESISTERSFAMILY.ORG X 1958 NY LSA'S HOME-BASED AND CENTER-BASED PROGRAMS ARE DESIGNED TO EMPOWER THOSE WHO ARE MOST VULNERABLE AND WHO HAVE LEAST ACCESS TO THE BASIC NECESSITIES OF LIFE, IN THE CONVICTION THAT THE ENTIRE COMMUNITY GROWS WHEN INDIVIDUALS AND FAMILIES ARE AFFIRMED IN THEIR OWN DIGNITY. 18 18 63 129 0 0 4100942 3983846 133644 9974 220566 137554 171429 165382 4626581 4296756 598331 489651 0 0 3132535 3328543 32079 35000 884871 1478625 1888430 5241570 5741624 -614989 -1444868 7122410 5477368 471973 636984 6650437 4840384 X FOUNDED BY THE LITTLE SISTERS OF THE ASSUMPTION, LSA STRENGTHENS AND EMPOWERS VULNERABLE FAMILIES AND CHILDREN BY MEETING THEIR BASIC NEEDS FOR FOOD, HEALTHCARE, EDUCATION AND A SAFE HOME, IN THE BELIEF THAT AFFIRMING FAMILIES IN THEIR OWN DIGNITY IMPROVES THE ENTIRE COMMUNITY. 0 0 1406954 COVID DISPARITIES GRANT EXPANDS LSA'S REACH INTO THE COMMUNITY AND CONNECTS MORE PEOPLE TO CRITICAL SERVICES. THE COMMUNITY HEALTH WORKERS (CHW) IN THIS PROGRAM OFFER EDUCATIONAL WORKSHOPS ON VARIOUS HEALTH AND COMMUNITY RESOURCE TOPICS, OFFER NAVIGATIONAL SERVICES TO CONNECT INDIVIDUALS TO RESOURCES THAT THEY NEED, AND PROVIDE FAMILY SUPPORT SERVICES TO ENSURE THAT RESOURCES ARE ACCESSED. ADDITIONALLY, CHWS PROVIDE COMMUNITY EDUCATION AROUND THE BENEFITS OF VACCATION AGAINST COVID-19 AND CONNECT PROGRAM PARTICIPANTS TO RESOURCES TO OBTAIN VACCINATIONS IN ONE OF THE HARDEST HIT AREAS IN NEW YORK CITY. 768599 486614 THE ADVOCACY AND FOOD PANTRY PROGRAMS HELP FAMILIES MEET THEIR NEED FOR FOOD AND ADDRESSES LONGER-TERM ISSUES OF LIVING IN POVERTY. OUR ADVOCATES EDUCATE FAMILIES ABOUT THEIR RIGHTS AND EMPOWER THEM TO ACCESS NEEDED SERVICES AND RESOURCES. WE ASSIST FAMILIES WITH PUBLIC BENEFITS APPLICATIONS (INCLUDING SNAP ENROLLMENT), REFER THEM TO LSA AND NON-LSA PROGRAMS, PROVIDE CONNECTION TO IMMIGRATION LEGAL APPOINTMENTS AND HELP TENANTS AVOID EVICTION AND GET NEEDED REPAIRS TO MAINTAIN A SAFE HOME. VISITORS TO OUR FOOD PANTRY RECEIVE FRESH AND HEALTHY FOOD CHOICES AFTER MEETING WITH AN LSA ADVOCATE WHO EVALUATES THE FULL EXTENT OF THEIR NEEDS. 491645 9375 OUR CERTIFIED HOME HEALTH AGENCY PROVIDES FULL-SCOPE NURSING CARE TO A POPULATION COMPRISED OF FIRST-TIME MOTHERS, HIGH-RISK MATERNITY PATIENTS, INFANTS, PEDIATRIC PATIENTS AND THE ELDERLY. OUR VISITING NURSES PRACTICE HOLISTIC, PATIENT CENTERED CARE IN THE HOME SETTING AND ADVOCATION FOR THOSE WE SERVE. OUR PARTNERS AT LOCAL HOSPITALS AND NEIGHBORHOOD CLINICS RELY ON LSA'S NURSES TO DELIVER CARE TO THEIR PATIENTS WITH SKILL, COMPASSION AND WARMTH THROUGH THE INFANT MORTALITY REDUCTION INITIATIVE, OUR NURSES HAVE HELPED REDUCE THE DISPROPORTIONATELY HIGH RATE OF INFANT DEATHS IN EAST HARLEM, 1451377 3037 186082 OTHER PROGRAM SERVICES 1451377 3037 186082 4118575 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA CT FL MA PA WI DC X LAWRENCE MITCHELL CHIEF OF FINANCE AND OPS 6466725200 333 EAST 115TH STREET NEW YORK NY 100292210 ALEXANDRA TOOROCK DIRECTOR 1.00 X 0 0 0 ARTHUR W BINGHAM DIRECTOR 1.00 X 0 0 0 BARBARA BRENNER DIRECTOR (OUTGOING) 1.00 X 0 0 0 BRENNA MOORE THD DIRECTOR 1.00 X 0 0 0 CAPPY COLLINS MD DIRECTOR 1.00 X 0 0 0 CECILIA SERRANO VONDERHEIDE DIRECTOR (OUTGOING) 1.00 X 0 0 0 DARREN WILSON TREASURER 1.00 X X 0 0 0 ELIZABETH KING DIRECTOR 1.00 X 0 0 0 JOELYN CECERE DIRECTOR 1.00 X 0 0 0 MADELEINE LIVINGSTON DIRECTOR 1.00 X 0 0 0 MALOU FONTANEZ DIRECTOR 1.00 X 0 0 0 MARK MORAN DIRECTOR 1.00 X 0 0 0 PETER STONBELY SECRETARY (OUTGOING) 1.00 X X 0 0 0 RALPH A SICILIANO ESQ SECRETARY 1.00 X X 0 0 0 REBECCA SMITH DIRECTOR 1.00 X 0 0 0 RICHARD J BONFORTE MD DIRECTOR 1.00 X 0 0 0 RYAN C MCGLYNN DIRECTOR 1.00 X 0 0 0 SR MARGARET LEONARD DIRECTOR 1.00 X 0 0 0 STEPHANIE COOPER-CLARKE DIRECTOR 1.00 X 0 0 0 TED HOPPER CHAIRPERSON 1.00 X X 0 0 0 VIRGINIA CHAMBERS DIRECTOR 1.00 X 0 0 0 LAWRENCE MITCHELL CFO & COO 40.00 X 163879 0 18391 RAY LOPEZ CHIEF PROGRAM OFFICER 40.00 X 113872 0 21241 JONAH GENSLER CHIEF EXECUTIVE OFFICER 40.00 X 52546 0 4866 JENNIFER CHAPARRO DIRECTOR OF PATIENT SERVICES 40.00 X 115250 0 8833 READA EDELSTEIN CHIEF EXECUTIVE OFFICER (FORMER) 40.00 X 128325 0 1067 573872 0 54398 4 1 1 0 INSPERITY 19001 CRESCENT SPRINGS DRIVE KINGWOOD TX 77339 HR SERVICES 134073 1 8100 189403 66000 3720343 489716 3983846 OTHER THIRD PARTIES 621610 8619 8619 MEDICARE 621610 1355 1355 9974 14186 14186 774768 651400 123368 123368 123368 103405 189403 123506 -20101 -20101 182781 0 182781 182781 OTHER INCOME 900099 2702 2702 2702 4296756 195457 0 117453 X 489651 489651 504187 135113 369074 2308373 2045261 23716 239396 228262 201885 5531 20846 287721 234448 31370 21903 33474 33474 35000 35000 6930 6930 876243 291884 177353 407006 6912 4009 622 2281 321440 185514 30049 105877 18420 9584 173 8663 166380 135372 19368 11640 8482 1899 4700 1883 71671 63721 5694 2256 182305 144317 21836 16152 124624 102093 14065 8466 BAD DEBT EXPENSE 19160 19160 EQUIP. LEASES & RENTALS 18310 14884 1945 1481 MISCELLANEOUS 15094 8502 6592 VOLUNTEERS 12513 10492 2021 6472 6472 5741624 4118575 738178 884871 541736 359477 284773 61629 997981 880899 42845 24837 49665 11214 6874937 3162352 3894890 3712585 1310520 426727 7122410 5477368 452381 634275 19592 2709 471973 636984 X 5053641 3590400 1596796 1249984 6650437 4840384 7122410 5477368 -1444868 -365615 0 X X 0 1 X 1 0 X 5938397 4474309 5048449 4100942 3983846 23545943 5938397 4474309 5048449 4100942 3983846 23545943 5691619 17854324 13573 11941 31928 23375 14186 95003 573314 424635 96935 264681 288888 1648453 25289399 546671 0.70600 0.69280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: THRIFT STORE - 2018 AMOUNT: $ 383,969. 2019 AMOUNT: $ 305,091. 2020 AMOUNT: $ 87,315. 2021 AMOUNT: $ 142,538. 2022 AMOUNT: $ 182,781. OTHER INCOME - 2018 AMOUNT: $ 9,445. 2019 AMOUNT: $ 1,668. 2020 AMOUNT: $ 9,620. 2021 AMOUNT: $ 20,993. 2022 AMOUNT: $ 2,702. FUNDRAISING - 2018 AMOUNT: $ 179,900. 2019 AMOUNT: $ 117,876. 2021 AMOUNT: $ 101,150. 2022 AMOUNT: $ 103,405. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 319213 -44221 5000 269992 287126 32087 319213 257964 72326 15000 287126 1214800 43164 12514 257964 192300 1022500 3379 3379 1214800 1.00000 1 0 572119 572119 5718780 2640782 3077998 584038 521570 62468 3712585 X 3949650 -365615 -365615 4315265 6930 -25009 -18079 4297186 5759703 25009 25009 5734694 6930 6930 5741624 PART V, LINE 4: ENDOWMENT FUND THE PURPOSE OF THIS ACCOUNT IS TO HAVE FUNDS AVAILABLE IN THE FUTURE TO SUSTAIN THE OBJECTIVES OF LSA FAMILY HEALTH SERVICE. IT IS NOT ANTICIPATED THAT WITHDRAWAL WILL BE MADE FROM THIS ACCOUNT FOR THE NEXT FIVE YEARS. THE INVESTMENT OBJECTIVE OF THE ACCOUNT IS CAPITAL APPRECIATION. TO ACHIEVE THIS OBJECTIVE, WE ADVOCATE THAT THE FUNDS HELD IN THIS ACCOUNT SHOULD BE INVESTED IN FIXED INCOME AND EQUITIES AS DETAILED IN THE SECTION ON ASSET ALLOCATION. CAPITAL PRESERVATION IS ALSO OF PRIME IMPORTANCE AND THE INVESTMENT MANAGERS ARE AUTHORIZED TO REDUCE THE EQUITY EXPOSURE, AS A RISK REDUCTION TACTIC, AT THEIR DISCRETION IN CONJUNCTION WITH THEIR ASSESSMENT OF THE INVESTMENT OUTLOOK AND TO HOLD THOSE PROCEEDS AS A CASH RESERVE FOR FUTURE INVESTMENT. LSA RESERVE FUND (FORMERLY THE GENERAL FUND) THE DUAL PURPOSE OF THIS ACCOUNT IS TO HAVE FUNDS AVAILABLE FOR EMERGENCY OPERATING SUPPORT AND TO GROW THE FUNDS FOR THE FUTURE OPERATIONAL NEEDS OF LSAFHS. BUILDING FUND THE PURPOSE OF THIS ACCOUNT IS TO HOLD FUNDS FOR CAPITAL IMPROVEMENT OR BUILDING EXPENDITURES. PART X, LINE 2: THE AGENCY BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES", WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -25,009. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 25,009. X 1 ELISE NEWMAN LLC 495 WEST END AVENUE SUITE 41 NEW YORK NY 10024 OVERSEE AND WORK WITH THE LSA DEVELOPMENT DEPARTMENT TO IMPL 0 292807 35000 257807 292807 35000 257807 NY CA CT FL MA PA WI DC FALL GALA 292808 189403 103405 72416 21785 29305 292808 189403 103405 72416 21785 29305 123506 -20101 1 EMERGENCY ASSISTANCE 3608 489651 FMV FOOD, RENT, FURNITURE, TRANSPORTATION, ETC. PART I, LINE 2: FOOD GRANT BENEFICIARIES RECEIVE ASSISTANCE IN THE FORM OF ACTUAL FOOD, NOT CASH OR CREDIT. ELIGIBILITY IS DETERMINED BASED ON ZIP CODE OF RESIDENCE. RECORDS ARE KEPT AS TO HOW MANY TIMES A FAMILY HAS COME IN FOR FOOD, AND THE LIMIT IS ONCE PER MONTH. THIS COMPRISED OVER 75% OF THE ASSISTANCE. THE OTHER 25% ARE MISCELLANEOUS TYPES OF EMERGENCY ASSISTANCE SUCH AS ASSISTANCE WITH RENT, FURNITURE, TRANSPORTATION ETC., AND ARE WORKED INTO PROGRAM BUDGETS AND APPROVED BY ALL THE APPROPRIATE PARTIES DURING THE BUDGETING AND FUNDING PROCESS. X X 0 0 0 0 0 0 0 0 0 LAWRENCE MITCHELL CFO & COO 163879 0 0 0 0 0 0 0 18391 0 182270 0 0 0 READA EDELSTEIN CHIEF EXECUTIVE OFFICER (FORMER) 128325 0 0 0 0 0 0 0 1067 0 129392 0 0 0 X 133160 FMV X 3 33057 FMV X 107475 294194 WEIGHT (LBS) X AUCTION ITEMS 0 29305 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT COMMITTEE THE AUTHORITY TO REVIEW THE ORGANIZATION'S FORM 990, PREPARED BY AN INDEPENDENT ACCOUNTANT, PRIOR TO FILING. PURSUANT TO THAT AUTHORITY, AFTER REVIEW BY THE ORGANIZATION'S TAX ADVISORS, A DRAFT OF THE FORM 990 WAS SENT TO THE FULL AUDIT COMMITTEE FOR THE COMMITTEE'S REVIEW AND COMMENT. A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REQUIRES THAT ITS MEMBERS ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. THE CEO IS RESPONSIBLE TO SEE THAT EACH BOARD MEMBER COMPLIES AND FOLLOWS UP WITH BOARD MEMBERS THAT HAVE NOT RESPONDED. IF THERE IS EVER AN OCCASION WHEN A BOARD MEMBER'S BUSINESS IS BEING CONSIDERED FOR A CONTRACT WITH THE AGENCY, COMPETITIVE BIDS ARE REQUIRED, AND THE DISCUSSION AMONG THE BOARD TAKES PLACE WITHOUT THE PRESENCE OF THE PARTICULAR BOARD MEMBER, AND MINUTES OF THE BOARD RECORD THE RESULTING DECISION WITH REASONS GIVEN. FORM 990, PART VI, SECTION B, LINE 15A AN ANNUAL PERFORMANCE REVIEW AND EVALUATION, LED BY THE BOARD CHAIR, IS DEVELOPED WITH INPUT FROM THE BOARD. IN A SEPARATE, PRIVATE MEETING, THE BOARD CHAIR PRESENTS TO THE CEO THE REVIEW AND EVALUATION IN WRITTEN FORM AT WHICH TIME AN IN-PERSON DISCUSSION BETWEEN THE CHAIR AND CEO TAKES PLACE TO GO OVER THE RESULTS. AT THAT POINT, THE CEO HAS AN OPPORTUNITY TO RESPOND BOTH VERBALLY AND IN WRITING. BASED ON THE REVIEW AND EVALUATION, CEO COMPENSATION IS RECOMMENDED BY THE CHAIR AND APPROVED BY THE BOARD. THE COO REVIEW AND EVALUATION IS CONDUCTED BY THE CEO. COMPENSATION FOR THE COO IS RECOMMENDED BY THE CEO AND APPROVED BY THE BOARD. THE THIRD MEMBER OF THE SENIOR TEAM, DIRECTOR OF PROGRAMS (DOP), IS NOT AN OFFICER SO THE DOP REVIEW AND EVALUATION IS CONDUCTED BY THE CEO WITH COMPENSATION SOLELY AT THE DISCRETION OF THE CEO. BOTH THE COO AND THE DOP HAVE THE OPPORTUNITY TO RESPOND BOTH VERBALLY AND IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 IN THE ANNUAL REPORT, IT IS STATED "A COPY OF THE MOST RECENT AUDITED FINANCIAL STATEMENTS OF LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE IS AVAILABLE UPON REQUEST FROM THE FINANCE OFFICE." THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 291,884. MANAGEMENT AND GENERAL EXPENSES 177,353. FUNDRAISING EXPENSES 407,006. TOTAL EXPENSES 876,243. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.