2024-09-13T10:33:14-05:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-01-01 812146198 LUCY OUTREACH A NJ NONPROFIT CORPORATION LUCY 8563506220 3201 FEDERAL STREET CAMDEN NJ 081052229 KRISTIN PRINN MSW LCSW EXECUTIVE DIRECTOR & FOUNDER 8563506220 2024-08-26 1 0 HELEN M MARTIN P01330899 2158818800 2023 2024-08-08 14:25:15Z KRISTIN PRINN MSW LCSW 3201 FEDERAL STREET CAMDEN NJ 081052229 2313081 0 X WWW.LUCYOUTREACH.ORG X 2016 NJ AT LUCY ("LIFTING UP CAMDEN'S YOUTH") OUTREACH WE EMPOWER OUR YOUTH ON THEIR JOURNEY TO BECOME COMMUNITY LEADERS BY PROVIDING PROGRAMS THAT OFFER A SAFE HAVEN, AND SUPPORT THEIR EDUCATIONAL, SOCIAL, EMOTIONAL AND PHYSICAL GROWTH. 13 13 22 360 0 0 1772478 2297871 0 0 3324 0 -24310 -15723 1751492 2282148 38320 31178 0 0 642436 878204 0 0 70623 690522 777254 1371278 1686636 380214 595512 4348982 4889097 887468 832071 3461514 4057026 X AT LUCY ("LIFTING UP CAMDEN'S YOUTH") OUTREACH WE EMPOWER OUR YOUTH ON THEIR JOURNEY TO BECOME COMMUNITY LEADERS BY PROVIDING PROGRAMS THAT OFFER A SAFE HAVEN, AND SUPPORT THEIR EDUCATIONAL, SOCIAL, EMOTIONAL AND PHYSICAL GROWTH. OUR VALUES INCLUDE:RESILIENCE - WE ARE PASSIONATE AND TIRELESS IN PURSUIT OF OUR MISSION TO HELP YOUTH TO PERSEVERE THROUGH ALLOBSTACLES.RESPECT - WE LISTEN WITH EMPATHY AND RESPECT, AND TREAT EACH OTHER WITH KINDNESS AND DIGNITY.SAFETY - WE PROVIDE SAFE SPACES AND EXPERIENCES THAT ENHANCE THE SOCIAL, EMOTIONAL, AND PHYSICAL WELL-BEING OF THE YOUTH.EMPOWERMENT - WE BELIEVE YOUTH HAVE BOUNDLESS POTENTIAL AND WE INVEST IN THEM TO CREATE A BRIGHTER FUTURE FOR OUR COMMUNITIES AND OUR WORLD.INCLUSIVITY WE CELEBRATE THE DIVERSITY OF THE YOUTH, AND PROVIDE ACCESS TO OPPORTUNITIES WHERE THEY CAN EXPLORE AND APPLY THE POWER OF THEIR UNIQUE EXPERIENCES. 0 0 1299554 31178 EDUCATIONAL, SOCIAL, LEADERSHIP, AND CAREER SERVICESSEE DETAIL SCHEDULE O NARRATIVE 1299554 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA NJ X X KRISTIN PRINN EXEC DIR & FOUNDER 8563506220 3201 FEDERAL STREET CAMDEN NJ 081052229 CINDY MARGRAF CHAIR EMERITUS 5.00 X X 0 0 0 RICHARD BRAUN BOARD CHAIR 5.00 X X 0 0 0 TAHISHA ANDERSON SECRETARY (EFF 4/23) 5.00 X X 0 0 0 DEBORAH DEGILLIO TREASURER 5.00 X X 0 0 0 COURTNEY BENSON TRUSTEE 1.00 X 0 0 0 PAM BOYD TRUSTEE 1.00 X 0 0 0 IVY BROWN TRUSTEE 1.00 X 0 0 0 SADE CALIN TRUSTEE 1.00 X 0 0 0 NICHOLAS DEL GRANDE TRUSTEE 1.00 X 0 0 0 DEJI JEGEDE TRUSTEE 1.00 X 0 0 0 JOSEPH KADLEC TRUSTEE 1.00 X 0 0 0 LISE PERA TRUSTEE 1.00 X 0 0 0 KEVIN SHUMAKER TRUSTEE 1.00 X 0 0 0 CHRIS CORWIN SECRETARY (THRU 3/23) 1.00 X X 0 0 0 COLLEEN BIANCO BEZICH TRUSTEE (THRU 6/23) 1.00 X 0 0 0 JULIE LINEMAN TRUSTEE (THRU 3/23) 1.00 X 0 0 0 KIMBERLY RODILL TRUSTEE (THRU 10/23) 1.00 X 0 0 0 KRISTIN PRINN MSW LCSW EXECUTIVE DIRECTOR 65.00 X 142723 0 6414 142723 0 6414 1 0 0 0 JH WILLIAMS ENTERPRISES INC 231 HAINES DRIVE MOORESTOWN NJ 08057 CONSTRUCTION SERVICES 302038 1 114647 353330 1829894 83742 2297871 15210 114647 30933 -15723 -15723 2282148 0 0 -15723 31178 31178 149137 59655 44741 44741 554392 468594 84440 1358 7942 7057 885 94834 72550 17180 5104 71899 54203 13130 4566 50333 1000 49333 75499 19533 52213 3753 83528 76664 5673 1191 19332 6624 10020 2688 35055 23561 11189 305 196642 186523 6992 3127 56774 51132 4715 927 PROGRAM SUPPLIES AND AS 192825 177417 14813 595 PROGRAM TRIPS AND EVENT 54698 54698 VEHICLE MAINTENANCE AND 9183 9165 18 OTHER EVENT EXPENSES 3385 1135 2250 1686636 1299554 316459 70623 416966 425362 171550 28308 424870 798053 50000 4485 1131 3960926 383242 3314909 3577684 16202 8559 4348982 4889097 312576 289807 28000 28000 457259 403418 89633 110846 887468 832071 X 2637081 2894248 824433 1162778 3461514 4057026 4348982 4889097 595512 0 X X 0 1 X 1 0 X 720095 2267839 2441295 1772478 2297871 9499578 720095 2267839 2441295 1772478 2297871 9499578 2464473 7035105 32 155 134 71 392 9499970 3094 0.74050 0.76520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 344323 344323 3158792 188806 2969986 457811 194436 263375 3577684 X 2313081 30933 30933 2282148 0 2282148 1717569 30933 30933 1686636 0 1686636 PART X, LINE 2: LUCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"). LUCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER CODE SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE ORGANIZATION UNDER SECTION 509(A)(2). US GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF LUCY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY LUCY, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. LUCY WOULD RECOGNIZE FUTURE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 30,933. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 30,933. SPRING EVENT 129857 114647 15210 2300 20266 1050 7317 129857 114647 15210 2300 20266 1050 7317 30933 -15723 1 COLLEGE TUITION/BOOK/SUPPLIES ASSISTANCE 14 31178 PART I, LINE 2: TUITION IS EITHER PAID DIRECTLY TO THE INSTITUTION WHERE THE RECIPIENT IS ENROLLED OR REIMBURSED TO THE STUDENT UPON RECEIPT OF PROOF OF PAYMENT OF THE TUITION TO THE EDUCATIONAL INSTITUTION. CYNTHIA MARGRAF TRUSTEE BUILDING PURCHASE X 160000 28000 0 1 1 KRISTIN PRINN EXECUTIVE DIRECTOR EMPLOYEE ADVANCE X 50000 50000 0 1 1 78000 X ASSISTANCE TO CLIENTS (PROGRAM SUPPLIES, CLOTHING, HOUSEHOLD ITEMS) 16 59550 FAIR VALUE X MEALS 1 24192 ANNUAL VENDOR DETAIL 0 0 0 PART I, COLUMN (B): FOR ASSISTANCE TO CLIENTS, THE COUNT REPRESENTS THE NUMBER OF UNIQUE DONORS MAKING A CONTRIBUTION. THE COUNT OF ONE FOR MEALS REPRESENTS THE COMBINED ANNUAL CONTRIBUTION OF THE VALUE OF MEALS DONATED FOR THE VARIOUS LUCY PROGRAMS THROUGHOUT THE YEAR FROM ONE ORGANIZATION PER DETAIL PROVIDED. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: AS OF DECEMBER 31, 2023, 537 UNIQUE YOUTH WERE SERVED 13,360 TIMES THROUGHOUT THE YEAR; - THIS DOESN'T INCLUDE HUNDREDS OF LUCY ALUMNI, PARENTS, GUARDIANS & FAMILIES -9 LUCY PROGRAMS HOSTED 613 OPPORTUNITIES FOR 1,098 HOURS, PLUS 84 TRIPS AND 13 OVERNIGHTS. -372 VOLUNTEERS OFFERING DAYS OF SERVICE AND A CORE GROUP PROVIDING DAILY TUTORING/MENTORING/SUPPORT FOR 2,500+ HOURS OF SERVICE. -IN 2023, GENDER COMPOSITION WAS 35% FEMALE, 64% MALE, AND 1% NONBINARY/OTHER. -RACE AND ETHNICITY WAS IS 61% LATINX/HISPANIC, 27% BLACK/AFRICAN-AMERICAN, 11% MULTIRACIAL<1% ASIAN, AND <1% WHITE/CAUCASIAN. -94% OF LUCY YOUTH PARTICIPANTS LIVE IN HOUSEHOLDS THAT ARE LOW TO MIDDLE INCOME, ATTEND UNDERPERFORMING SCHOOLS, AND HAVE LIMITED ACCESS TO HIGHER EDUCATION AND FAIR WAGE EMPLOYMENT OPPORTUNITIES. -92% PERCENT OF LUCY'S COLLEGE AND CAREER ACADEMY PARTICIPANTS ARE FIRST-GENERATION SCHOLARS -74% OF LUCY'S PARTICIPANTS ARE FROM IMMIGRANT FAMILIES OF 17+ NATIVE COUNTRIES. -IN 2023, LUCY SERVED AN ESTIMATED 75 LGBTQ+ YOUTH. LUCY OUTREACH IS LOCATED IN CAMDEN CITY; HOWEVER, YOUTH PARTICIPANTS COME FROM MANY DIFFERENT NEIGHBORHOODS THROUGHOUT THE COUNTY. NEIGHBORING AREAS IN WHICH OUR YOUTH AND FAMILIES RESIDE INCLUDE PENNSAUKEN, GLOUCESTER CITY, DEPTFORD, MAPLE SHADE, OAKLYN, WOODLYNNE, COLLINGSWOOD, WESTVILLE, WILLINGBORO, CHERRY HILL, WILLIAMSTOWN, AND MERCHANTVILLE. OUR YOUTH ATTEND SCHOOLS IN TOWNS SUCH AS PENNSAUKEN, CHERRY HILL, AUDUBON, GLOUCESTER CITY, BROOKLAWN, MOORESTOWN, PHILADELPHIA, ATCO, BORDENTOWN, HADDONFIELD, AND LINDENWOLD. ALUMNI GIVING BACK TO CAMDEN LUCY ALUMNI MAKE AN IMPACT ON THEIR CITY IN REMARKABLE WAYS: 26 ALUMNI HAVE RETURNED TO LUCY AS SUMMER INTERNS, WITH 5 CURRENTLY WORKING AS YEAR-ROUND STAFF 23 ARE NURSES OR HEALTHCARE WORKERS THROUGHOUT THE COUNTY 12 HAVE GONE ON TO GET THEIR MASTERS DEGREES 9 ARE TEACHERS IN CAMDEN 7 ARE COMMUNITY ACTIVISTS 5 ARE SOCIAL WORKERS 6 ARE POLICE OFFICERS IN CAMDEN AND PENNSAUKEN 5 HAVE OPENED SMALL BUSINESSES., INCLUDING 3 OWN THEIR OWN RESTAURANTS SINCE 2008, ALL 478 ACTIVE SENIORS HAVE GRADUATED HIGH SCHOOL AND ENTERED COLLEGE AND/OR THE WORKFORCE. SINCE JUST 2019, 121 LUCY YOUTH GRADUATED FROM A FOUR-YEAR COLLEGE. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES WERE FORMALLY CREATED IN 2017. COMMITTEES DO NOT KEEP FORMAL MINUTES, AS NO COMMITTEE HAS ANY AUTHORITY TO ACT OTHER THAN MAKING SUGGESTIONS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PREPARED BY THE INDEPENDENT ACCOUNTANT AND AN INITIAL REVIEW WILL BE PERFORMED BY MANAGEMENT. THE 990 WILL THEN BE REVIEWED BY THE AUDIT AND FINANCE COMMITTEES AND APPROVED FOR SUBMISSION. A COPY OF THE RETURN WILL THEN BE PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST TO THE BOARD AS SOON AS REASONABLY POSSIBLE UPON LEARNING OF SUCH INTEREST, AND SHALL DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR COMMITTEE THAT IS CONSIDERING THE PROPOSED TRANSACTION, ARRANGEMENT, OR ACTION. ADDITIONALLY, ANY OFFICER WITH KNOWLEDGE THAT AN EMPLOYEE OF THE CORPORATION HAS AN INTEREST MUST DISCLOSE THE EXISTENCE OF THE INTEREST TO THE BOARD AS SOON AS REASONABLY POSSIBLE UPON LEARNING OF SUCH INTEREST, AND THE OFFICER OR EMPLOYEE SHALL DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR COMMITTEE THAT IS CONSIDERING THE PROPOSED TRANSACTION, ARRANGEMENT, OR ACTION. AFTER DISCLOSURE OF THE INTEREST AND, IF PROVIDED, ANY ADDITIONAL RELEVANT FACTS, THE BOARD OR COMMITTEE SHALL MEET TO CONSIDER WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO, WHETHER IT IS MORE LIKELY THAN NOT THAT THE CONFLICT OF INTEREST WILL LIMIT THE INTEREST HOLDER'S ABILITY TO OBSERVE AND PERFORM HIS OR HER OBLIGATIONS TO THE CORPORATION (A "QUALIFYING CONFLICT"). THE INTERESTED PERSON SHALL NOT BE PRESENT FOR ANY AND ALL SUCH MEETINGS OF THE BOARD OR COMMITTEE. AT THE CONCLUSION OF ITS DELIBERATIONS (CONDUCTED IN ONE OR MORE MEETINGS OF THE BOARD OR COMMITTEE, OR BY WRITTEN CONSENT), THE BOARD OR COMMITTEE (EXCLUSIVE OF THE INTERESTED PERSON) SHALL DECIDE WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO, WHETHER A QUALIFYING CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE BOARD WITHIN THE PARAMETERS OF THE ANNUAL BUDGET. ANY INCREASES ARE APPROVED AND DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 FORM 1023 AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE APPOINTMENT OF THE INDEPENDENT AUDITOR IS APPROVED BY THE AUDIT COMMITTEE AND RATIFIED BY THE BOARD. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.