2023-12-01T13:45:08-06:00 2023-06-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-07-01 131834590 SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN SPEN 2123690300 410 EAST 92ND STREET NEW YORK NY 101286804 YEKATERINA TRAMBITSKAYA CHIEF EXECUTIVE OFFICER 2123690300 2023-11-29 1 YEKATERINA TRAMBITSKAYA 999009999 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-11-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z YEKATERINA TRAMBITSKAYA 410 EAST 92ND STREET NEW YORK NY 101286804 21234373 0 X WWW.SPENCE-CHAPIN.ORG X 1908 NY THE MISSION OF SPENCE-CHAPIN IS TO HELP FIND LOVING FAMILIES FOR CHILDREN WHATEVER THEIR NEEDS OR CIRCUMSTANCES AND PROVIDE COUNSELING AND SUPPORT FOR ALL CHILDREN AND THE FAMILIES TO WHOM THEY HAVE BEEN BORN OR ENTRUSTED. 15 15 50 20 0 0 1450735 2305286 1449809 1241924 2521742 5591515 1467037 1497971 6889323 10636696 1729708 842682 0 0 3705365 4239852 0 0 914520 2366723 2461185 7801796 7543719 -912473 3092977 55626653 63417282 6917885 8236213 48708768 55181069 X THE MISSION OF SPENCE CHAPIN IS TO HELP FIND LOVING FAMILIES FOR CHILDREN WHATEVER THEIR NEEDS OR CIRCUMSTANCES, AND PROVIDE COUNSELING AND SUPPORT FOR ALL CHILDREN AND THE FAMILIES TO WHOM THEY HAVE BEEN BORN OR ENTRUSTED. 1 0 3093413 842682 5459287 ADOPTION PROGRAMS:DOMESTIC ADOPTION PROGRAM: WE FIND FAMILIES FOR INFANTS AND CHILDREN DOMESTICALLY. WE PREPARE FAMILIES FOR ADOPTION THROUGH TRAININGS, COUNSELING, AND SUPPORT PRIOR TO AND AFTER PLACEMENT.INTERNATIONAL ADOPTION: WE FIND FAMILIES FOR CHILDREN FROM THREE COUNTRIES (SOUTH AFRICA, BULGARIA, AND COLOMBIA),AND PROVIDE TRAINING, SUPPORT, AND ONGOING SERVICES TO THE FAMILY AND THE CHILD. SPECIAL NEEDS ADOPTION: WE PLACE CHILDREN WITH SIGNIFICANT MEDICAL CHALLENGES INCLUDING, BUT NOT LIMITED TO, RARE GENETIC DISORDERS, CHRONIC DISABILITIES, AND PRENATAL EXPOSURE TO DRUG AND ALCOHOL. WE PROVIDE EXTENSIVE EDUCATION TO POTENTIAL FAMILIES ABOUT EACH CHILD'S SPECIFIC NEEDS TO ENSURE THAT THEY ARE PREPARED FOR THE CHALLENGES OF PARENTING CHILDREN WHO HAVE COMPLEX MEDICAL HISTORIES/DIAGNOSES. 1289597 312477 CLINICAL SERVICES:THERAPY AND COMMUNITY ENGAGEMENTS:WE PROVIDE ONGOING SUPPORT AND THERAPY TO ALL INDIVIDUALS CONNECTED TO ADOPTION. WE BUILD COMMUNITY AND AWARENESS THROUGH SOCIAL AND THERAPEUTIC COMMUNITY EVENTS AND ENGAGEMENTS FOR CHILDREN AND ADULTS CONNECTED TO ADOPTION. SERVICES FOR BIRTH AND EXPECTANT WOMEN AND FAMILIES: WE PROVIDE COMPREHENSIVE OPTIONS COUNSELING TO WOMEN AND THEIR PARTNERS WHO ARE CONTEMPLATING AN ADOPTION BEFORE OR AFTER BIRTH. SPENCE-CHAPIN PROVIDES THE OPTION OF INTERIM CARE FOR THE BABY AND COVERS ALL SUPPLIES AND MEDICAL VISITS. FOR WOMEN WHO CHOOSE ADOPTION, SPENCE-CHAPIN OFFERS THEM COUNSELING AND SUPPORT THROUGH THE PROCESS, INCLUDING FREE INDEPENDENT LEGAL COUNSEL.COUNSELING AND COMMUNITY: WE PROVIDE SUPPORT, EDUCATION AND COUNSELING TO ADOPTIVE FAMILIES, ADOPTEES, AND BIRTH PARENTS. PROGRAMS INCLUDE EDUCATIONAL WORKSHOPS, GROUPS FOR YOUNG CHILDREN, MENTORSHIP PROGRAMS AND SUPPORT GROUPS. POST-ADOPTION SERVICES: WE PROVIDE PERSONAL ADOPTION HISTORIES TO INDIVIDUALS WHO MEET THE CRITERIA TO RECEIVE NON-IDENTIFYING INFORMATION UNDER THE APPLICABLE STATE LAW. WE OFFER CLINICAL SUPPORT FOR INDIVIDUAL(S) WHO ARE CONTEMPLATING OR HAVE BEEN IN REUNION WITH THEIR BIRTH FAMILY. 901244 GRANNY AND GRANNY RELATED PROGRAMS:THE AGENCY ALSO HAS A THRIVING GRANNY PROGRAM OVERSEAS, WHERE WE ENSURE CHILDREN LIVING IN ORPHANAGES RECEIVE THE LOVE AND ATTENTION OF A DEDICATED PRIMARY CAREGIVER, A "GRANNY." THE RECRUITED GRANNIES PROVIDE ACTIVITIES THAT NURTURE PHYSICAL AND EMOTIONAL DEVELOPMENT OF CHILDREN RESIDING IN ORPHANAGES. 5284254 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 1 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 50 1 0 1 CO 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JODYNE KIM CFAO 2123690300 410 EAST 92ND STREET NEW YORK NY 10128 BRITT WALLACH BOARD MEMBER 2.00 X 0 0 0 CATHERINE ROCCO GOODWIN BOARD MEMBER 2.00 X 0 0 0 CHRIS STOECKLE BOARD MEMBER 2.00 X 0 0 0 DAVID A BARETT SECRETARY 2.00 X 0 0 0 DAVID BEACH BOARD MEMBER 2.00 X 0 0 0 IAN V ROWE CHAIRMAN 2.00 X X 0 0 0 JONATHAN B WITMER BOARD MEMBER 2.00 X 0 0 0 KATHARINE H WELLING VICE CHAIR 2.00 X X 0 0 0 KEVIN P NELSON BOARD MEMBER 2.00 X 0 0 0 KRISTA GUTIERREZ BOARD MEMBER 2.00 X 0 0 0 MICHAEL J MELLODY BOARD MEMBER 2.00 X 0 0 0 MITCHELL R SEMEL BOARD MEMBER 2.00 X 0 0 0 SAMANTHA CHADWICK BOARD MEMBER 2.00 X 0 0 0 SPENCER ACKER TREASURER 2.00 X X 0 0 0 ZACH BOISI BOARD MEMBER 2.00 X 0 0 0 CHELSEA GUFFY CHIEF LEGAL & COMPLIANCE OFFICER 35.00 X 107089 0 30001 JODYNE KIM CFAO 35.00 X 189371 0 25097 YEKATERINA TRAMBITSKAYA CEO 35.00 X 279099 0 17956 CHRISTINE POHL CDO 35.00 X 100443 0 41617 LINDA ALEXANDRE MURRAY CPO 35.00 X 177606 0 25565 LAUREN JIANG CPO OF INTERNATIONAL PROGRAM 35.00 X 110175 0 6957 963783 0 147193 6 0 1 0 HOMEFIELD IT 55 WEST 39 TH ST 12TH FLOOR NEW YORK NY 10018 IT SERVICES 140442 PHILLIPS LYTLE LLP 125 MAIN STREET BUFFALO NY 14203 LEGAL SERVICES 127660 2 217577 2087709 25641 2305286 PROGRAM SERVICE FEES 624100 1241924 1241924 1241924 1185867 1185867 1528402 1528402 2625000 12315500 2747723 7787129 -122723 4528371 4405648 4528371 -122723 30925 217577 62825 -31900 -31900 OTHER INCOME 900001 1469 1469 1469 10636696 5771764 0 2559646 93126 93126 749556 749556 690872 270622 340526 79724 2801953 2238859 302742 260352 125364 103300 10627 11437 320300 238240 48161 33899 301363 218023 53849 29491 183172 90341 66075 26756 138783 138783 393102 193880 141803 57419 189507 135517 24 53966 190383 69424 31377 89582 195299 113639 27304 54356 640458 464855 95308 80295 66614 59466 5069 2079 81840 56726 15709 9405 32858 22688 5476 4694 75479 52026 12689 10764 83069 57358 13844 11867 IND. FUNDRAISING EVENT 83218 83218 REPAIR AND MAINTENANCE 69386 49875 10875 8636 DUES AND MEMBERSHIP 15795 3745 11050 1000 STAFF AMENITIES 14713 1978 9041 3694 7509 1010 4613 1886 7543719 5284254 1344945 914520 370852 437327 8947577 3124899 92100 22750 152323 119075 49087 203696 830441 214102 7869769 616339 29037085 41510078 9020337 9895996 87523 7487122 55626653 63417282 359667 362342 6470000 88218 7873871 6917885 8236213 X 43926833 49581643 4781935 5599426 48708768 55181069 55626653 63417282 3092977 3379324 0 X X 0 1 X 1 0 X 679231 2194951 1926857 1450735 2305286 8557060 679231 2194951 1926857 1450735 2305286 8557060 1622367 6934693 2480208 2084943 1593051 2529952 2714269 11402423 156352 53965 598 66409 27683 305007 20264490 6167174 0.34220 0.33760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 156,352. 2019 AMOUNT: $ 7,165. 2020 AMOUNT: $ 598. 2021 AMOUNT: $ 195. 2022 AMOUNT: $ 1,463. FUNDRAISING - 2019 AMOUNT: $ 46,800. 2021 AMOUNT: $ 66,214. 2022 AMOUNT: $ 26,220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47509560 4528377 4303686 2625000 53716623 54768056 -4408496 1164782 1685218 47509560 45750006 11284072 2163007 103015 54768056 47718863 1396648 3365505 45750006 48766420 2201497 3200000 47615848 0.91319 0.07516 0.01165 1 0 162069 162069 668372 214102 454270 616339 LIMITED PARTNERSHIPS 9895996 F 9895996 SECURITY DEPOSITS 10110 OPERATING LEASE RIGHT-OF-USE ASSETS 7477012 7487122 CHARITIABLE GIFT ANNUITIES 8797 LEASE LIABILITY 7865074 7873871 X 13881943 3379325 3379325 10502618 138783 -4705 134078 10636696 7409641 4705 4705 7404936 138783 138783 7543719 PART V, LINE 4: THE ENDOWMENT IS USED TO FUND ADOPTION AND POST ADOPTION PROGRAMS AND OTHER GENERAL ACTIVITIES OF THE AGENCY. PART X, LINE 2: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -4,705. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 4,705. 1 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SOUTH AFRICA GRANNY PROGRAM 569695 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLOMBIA, ECUADOR, 0 0 PROGRAM SERVICES COLOMBIA GRANNY PROGRAM AND ADOPTION 161619 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICE CARIBBEAN ADOPTION PROGRAM 18239 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1163364 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 354072 0 0 0 0 0 0 2266989 0 2266989 SUB-SAHARAN AFRICA HUMANITARIAN AID- GRANNY PROGRAM IN ORPHANAGES 569695 EFT 0 CENTRAL AMERICA CARIBEAN ADOPTION PROGRAM 18239 EFT 0 SOUTH AMERICA PROGRAM IN COLOMBIA 161619 EFT 0 6 3 0 0 0 0 0 0 PART I, LINE 2: RECIPIENTS OF ASSISTANCE OR GRANT FUNDS MUST MEET ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE PROGRAM. RECIPIENTS ARE REVIEWED, SELECTED AND APPROVED. EACH PROGRAM AREA; ADOPTION PROGRAM, BIRTH PARENT ASSISTANCE, SPECIAL NEEDS AND WELLBEING PROGRAM STAFF MAKES A NEEDS ASSESSMENT EACH YEAR AND PROPOSES A GRANT TO INDIVIDUALS AND GRANT IS AWARDED TO THOSE DEEMED MOST IN NEED BY THE STAFF, DIRECTORS AND THE EXECUTIVE DIRECTOR. SPENCE-CHAPIN RECEIVES QUARTERLY REPORTS ON PROGRAMMATIC ACTIVITIES AND ACCOMPLISHMENTS. PART III ACCOUNTING METHOD: GALA 248502 217577 30925 58120 4705 248502 217577 30925 58120 4705 62825 -31900 NY 1 0 0 0 0 0 1 CLOTHING/SUPPLIES 136 11997 CERTIFICATES & AFFIDAVITS 66 2065 TRANSPORTATION 150 35467 TRANSPORTATION 37 14649 GIFTS 14 23374 FMV BRITH PARENT SERVICES TRAINING 4 869 GIFTS 4705 FMV BRITH PARENT SERVICES PART I, LINE 2: RECIPIENTS OF ASSISTANCE OR GRANT FUNDS MUST MEET ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE PROGRAM. RECIPIENTS ARE REVIEWED, SELECTED AND APPROVED. EACH PROGRAM AREA; ADOPTION PROGRAM, BIRTH PARENT ASSISTANCE, SPECIAL NEEDS AND WELLBEING PROGRAM STAFF MAKES A NEEDS ASSESSMENT EACH YEAR AND PROPOSES A GRANT TO INDIVIDUALS AND GRANT IS AWARDED TO THOSE DEEMED MOST IN NEED BY THE STAFF, DIRECTORS AND THE EXECUTIVE DIRECTOR. X X X 0 0 0 0 0 0 0 0 0 YEKATERINA TRAMBITSKAYA CEO 279099 0 0 0 0 0 16763 0 1193 0 297055 0 0 0 JODYNE KIM CFAO 189371 0 0 0 0 0 11570 0 13527 0 214468 0 0 0 LINDA ALEXANDRE MURRAY CPO 177606 0 0 0 0 0 10890 0 14675 0 203171 0 0 0 X GIFTS FOR BIRTH PARENTS 80 20936 X AUCTION ITEMS 4 4705 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 2 THE ORGANIZATION SEPARATED THE GRANNY PROGRAM THAT WAS PREVIOUSLY REPORTED TOGETHER WITH THE ADOPTION PROGRAM BEFORE. THE PROGRAM IS NOW DESCRIBED IN 4C IN MORE DETAIL. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990 AND MANAGEMENT AND THE AUDIT COMMITTEE REVIEW IT. THE 990 IS MADE AVAILABLE TO THE BOARD FOR COMMENT PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO SIGN AN ANNUAL STATEMENT ACKNOWLEDGING THAT THEY BOTH UNDERSTAND THE POLICY AND HAVE DISCLOSED ANY CONFLICTS OF INTEREST THEREON. THE AUDIT COMMITTEE, WHICH IS COMPOSED SOLELY OF INDEPENDENT DIRECTORS, IS RESPONSIBLE FOR THE ADOPTION, IMPLEMENTATION OF AND COMPLIANCE WITH THIS POLICY, AS WELL AS REVIEWING AND REPORTING TO THE ENTIRE BOARD ANY POTENTIAL OR ACTUAL CONFLICTS OF INTERESTS. THERE HAVE BEEN NO DISCLOSURES OR REPORTS OF SUCH CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE SETS COMPENSATION FOR CEO AND PRESENTS RECOMMENDATION TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL ON AN ANNUAL BASIS. TO ENSURE THAT THE PROCESS IS FREE OF POTENTIAL CONFLICTS OF INTEREST, GOVERNANCE CONSIDERS CEO'S PERFORMANCE MEASURED AGAINST ESTABLISHED OBJECTIVES AS WELL AS COMPARABLE MARKET DATA AND CONDUCTS REGULAR PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 SPENCE-CHAPIN MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST. AN INQUIRY REQUESTING ANY OR ALL OF THESE MAY BE SENT TO US BY EMAIL THROUGH OUR WEBSITE OR BY TELEPHONE TO THE CHIEF DIRECTOR OF DEVELOPMENT AND MARKETING AT THE AGENCY. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.