2024-02-13T11:28:50-06:00 2023-03-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2022-04-01 131624148 JAMES LENOX HOUSE ASSOCIATION INC JAME 2122885884 49 EAST 73RD STREET NEW YORK NY 10021 ANDREW BONZANI PRESIDENT 2122885884 2024-02-13 1 ANDREW BONZANI 999009999 0 MIKE SCHALL P02024184 2122682804 2024-02-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW BONZANI 49 EAST 73RD STREET NEW YORK NY 10021 4908910 0 X WWW.JLHAINC.ORG X 1979 NY PROVIDE HOUSING AND QUALITY SUPPORTIVE SERVICES TO OLDER ADULTS ON MANHATTAN'S UPPER EAST SIDE. 24 24 1 54 0 0 573993 716709 0 0 670723 12257 0 0 1244716 728966 610908 1364421 0 0 491342 485992 0 0 193196 300938 281221 1403188 2131634 -158472 -1402668 12026757 10639991 405361 925719 11621396 9714272 X JAMES LENOX HOUSE ASSOCIATION ("ASSOCIATION") PROVIDES HOUSING AND QUALITY SUPPORTIVE SERVICES TO OLDER ADULTS IN TWO RESIDENCES ON MANHATTAN'S UPPER EAST SIDE: JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE. THE ASSOCIATION SHARES COMMON BOARD MEMBERS WITH JAMES LENOX HOUSE INC., WHICH OWNS JAMES LENOX HOUSE, AND CARNEGIE EAST HOUSE HOUSING DEVELOPMENT FUND COMPANY, INC., WHICH OWNS CARNEGIE EAST HOUSE (CEH). THE ASSOCIATION PROVIDES QUALITY SUPPORTIVE SERVICES AND RENTAL ASSISTANCE TO RESIDENTS IN ECONOMIC NEED AND PAYS FOR THE SALARIES AND BENEFITS OF CERTAIN STAFF MEMBERS OF JAMES LENOX HOUSE. THE ASSOCIATION IS THE SOLE MEMBER OF CARNEGIE EAST HOUSE, PROVIDES IT WITH DIRECT SUPPORT, AND PROVIDES ITS RESIDENTS IN ECONOMIC NEED WITH RENTAL ASSISTANCE. 0 0 1335092 1311957 CARNEGIE EAST HOUSE: JAMES LENOX HOUSE ASSOCIATION IS PLEASED TO CONTINUE ITS FINANCIAL SUPPORT OF CARNEGIE EAST HOUSE'S ENRICHED HOUSING MODEL, IN WHICH OLDER ADULTS RECEIVE ASSISTANCE WITH THEIR ACTIVITIES OF DAILY LIVING, THREE DAILY DELICIOUS MEALS IN A DINING ROOM, MEDICATION MANAGEMENT IF NEEDED, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, A NURSE ON DUTY ON WEEKDAYS AND SUNDAYS, CASE MANAGEMENT SERVICES AND DIVERSE CULTURAL, RECREATIONAL, SOCIAL AND EDUCATIONAL ACTIVITIES. 268264 JAMES LENOX HOUSE ASSOCIATION PROVIDED ENRICHING DIRECT SERVICES TO ITS RESIDENTS DURING FY 23 THROUGH ITS RESIDENT SERVICES PROGRAM. THE ASSOCIATION PROVIDED EXERCISE CLASSES, MUSIC CONCERTS, A COMPUTER LAB, SOCIAL WORK STAFF, A REGISTERED NURSE WHO VISITED RESIDENTS WEEKLY, COVID-19 AND SEASONAL FLU VACCINE VACCINATION CLINICS, A FIRST-FLOOR LIBRARY WITH WELL-STOCKED BOOKS, FRAUD PREVENTION SEMINARS, WEEKLY HAPPY HOURS, AND MORE. "AILEYDANCE FOR ACTIVE AGING," OUR DANCE PARTNERSHIP WITH ALVIN AILEY AMERICAN DANCE THEATER, REMAINED A POPULAR RESIDENT PROGRAM THAT FOSTERED A SENSE OF COMMUNITY, HELPED PREVENT FALLS, AND FURTHERED RESIDENT ARTISTIC EXPRESSION. WE CONTINUED TO KEEP OUR RESIDENTS SAFE IN FY 23, AND NO RESIDENT HAS DIED FROM COVID-19 SINCE THE PANDEMIC BEGAN. 52464 52464 RENTAL SUBSIDY PROGRAM: JAMES LENOX HOUSE ASSOCIATION WAS PLEASED TO CONTINUE OFFERING RENTAL SUBSIDIES TO JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE RESIDENTS IN ECONOMIC NEED. THIS IMPORTANT SUBSIDY PROVIDES MANY OF THESE RESIDENTS WITH THE CRITICAL FUNDS NEEDED TO CONTINUE LIVING AT JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE. DURING FY 2023, RESIDENTS RECEIVED RENTAL ASSISTANCE TOTALING $52,464. 46790 HOUSE PROGRAM: JAMES LENOX HOUSE ASSOCIATION ENHANCED THE PHYSICAL ATTRACTIVENESS OF JAMES LENOX HOUSE THROUGH ITS HOUSE PROGRAM. THE ASSOCIATION MAINTAINED THE COMMON AREAS OF THE BUILDING - THE LIVING ROOM, BEAUTIFUL OUTSIDE PATIO AND GARDEN, HUPPER ROOM AND COMMON HALLWAYS - IN A WARM AND INVITING FASHION SO OUR RESIDENTS ENJOY THE EXPERIENCE OF LIVING AT JAMES LENOX HOUSE. 46790 1702610 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 5 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MR JOSEPH H GIRVEN 2122885884 49 EAST 73RD STREET NEW YORK NY 10021 ANDREW BONZANI PRESIDENT 2.00 X X 0 0 0 RICHARD J HARAY VICE PRESIDENT 2.00 X X 0 0 0 ANDREW FORBIS TREASURER 2.00 X X 0 0 0 SUSAN IRWIN SECRETARY 2.00 X X 0 0 0 FRAN CONDON DIRECTOR 2.00 X 0 0 0 ANNE STELLWAGEN CONNOR DIRECTOR 2.00 X 0 0 0 WILLIAM N DYE DIRECTOR 2.00 X 0 0 0 RUTH COLLIER DIRECTOR 2.00 X 0 0 0 NICOLA M HERYET DIRECTOR 2.00 X 0 0 0 ELLEN JOHNSON DIRECTOR 2.00 X 0 0 0 WALTER L LARKIN III DIRECTOR 2.00 X 0 0 0 BETH LAVELLE DIRECTOR 2.00 X 0 0 0 CALVIN MARSHALL MEW DIRECTOR 2.00 X 0 0 0 NANCY RABSTEJNEK NICHOLS DIRECTOR 2.00 X 0 0 0 STEVEN PENARO DIRECTOR 2.00 X 0 0 0 DAVID M RUBIN DIRECTOR 2.00 X 0 0 0 KEN SIEGEL DIRECTOR 2.00 X 0 0 0 WILLIAM T SULLIVAN DIRECTOR 2.00 X 0 0 0 WILLIAM J WELSH DIRECTOR 2.00 X 0 0 0 JOHN D ZELTIN DIRECTOR 2.00 X 0 0 0 RUTH R ALWARD DIRECTOR 2.00 X 0 0 0 BEATRICE BROADWATER DIRECTOR 2.00 X 0 0 0 BARBARA S SAMUELSON DIRECTOR 2.00 X 0 0 0 NANCY TRINKA DIRECTOR 2.00 X 0 0 0 DAVID PEACE COO 40.00 X 91731 0 13846 JOSEPH H GIRVEN EXECUTIVE DIRECTOR 40.00 40.00 X 0 300000 38846 LANE PEACE DEVELOPMENT DIRECTOR 20.00 20.00 X 0 151500 13846 91731 451500 66538 0 0 1 0 0 603038 10269 103402 716709 263486 263486 3773230 4024459 -251229 -251229 -251229 155485 603038 155485 0 728966 0 0 12257 1243982 1243982 120439 120439 188846 132192 37769 18885 248170 78375 86780 83015 6938 3206 2029 1703 18712 8741 9971 23326 10778 6822 5726 18650 18650 16394 16394 8702 8702 27765 12292 8067 7406 708 708 11736 5868 2934 2934 12280 12280 RESIDENT HOME CARE SERV 41651 41651 CREDIT CARD AND BANK FE 30922 705 30217 SPECIAL EVENT EXPENSE 28825 28825 REORGANIZATON COSTS 23135 23135 60453 30692 25955 3806 2131634 1702610 235828 193196 X 1142569 1463416 22 75079 168677 10809109 8999344 0 8532 12026757 10639991 405361 337719 588000 405361 925719 X 10407491 8640809 1213905 1073463 11621396 9714272 12026757 10639991 -1402668 -504456 0 X 0 1 X 1 0 X X X 2 JAMES LENOX HOUSE INC 510181300 10 0 367518 0 CARNEGIE EAST HOUSE HDFC INC 133436898 7 0 1335092 0 2 1702610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A THE ORGANIZATION PROVIDES RESIDENT SERVICES AND RENTAL SUBSIDIES TO RESIDENTS OF JAMES LENOX HOUSE, INC. THE ORGANIZATION PROVIDES DIRECT SUPPORT TO CARNEGIE EAST HOUSE HDFC, INC.'S ENRICHED HOUSING MODEL AND RENTAL ASSISTANCE TO ITS RESIDENTS. PART IV, SECTION A, LINE 1: JAMES LENOX HOUSE ASSOCIATION, INC. (THE "ASSOCIATION") PROVIDES COMFORTABLE, SECURE, AND AFFORDABLE HOUSING FOR OLDER ADULTS IN NEW YORK CITY BY SUPPORTING ITS TWO RELATED RESIDENCES, JAMES LENOX HOUSE, INC. AND CARNEGIE EAST HOUSE HOUSING DEVELOPMENT FUND CORPORATION, INC. ("CARNEGIE EAST HOUSE"). THE ASSOCIATION SHARES COMMON BOARD MEMBERS WITH JAMES LENOX HOUSE, INC., ANOTHER NOT-FOR-PROFIT ORGANIZATION. THE ASSOCIATION PROVIDES THE RESIDENTS OF JAMES LENOX HOUSE WITH SUPPORTIVE SERVICES AND RENTAL SUBSIDIES AND PAYS THE COST OF SALARIES AND RELATED BENEFITS OF CERTAIN STAFF MEMBERS. THE ASSOCIATION IS A SOLE MEMBER OF CARNEGIE EAST HOUSE, ANOTHER NOT-FOR-PROFIT ORGANIZATION, AND SHARES COMMON BOARD MEMBERS WITH IT. THE ASSOCIATION PROVIDES DIRECT SUPPORT TO CARNEGIE EAST HOUSE AND RENTAL ASSISTANCE TO ITS RESIDENTS. PART IV, SECTION E, LINE 2B JAMES LENOX HOUSE, INC. AND CARNEGIE EAST HOUSE HDFC, INC. WOULD HAVE DIRECTLY ENGAGED IN THE RESIDENT SERVICES AND RENTAL SUBSIDIES TO ITS RESIDENTS BUT FOR THE ORGANIZATION'S INVOLVEMENT, AS THESE SERVICES ARE VITAL TO THE OLDER ADULTS RESIDING AT JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10809109 125251 -404566 1243982 270074 16394 8999344 10948586 502660 493000 149137 10809109 9318839 2181206 551459 10948586 10516040 20000 -769099 448102 9318839 10793148 16068 -121813 171363 10516040 0.98750 0.01250 0 0 0 X 211239 -504456 3123 -501333 712572 16394 16394 728966 2118363 3123 3123 2115240 16394 16394 2131634 PART V, LINE 4: THE PRIMARY PURPOSE OF THE BARBARA CORNING STEWARDSHIP FUND IS TO PROVIDE PROGRAM ENRICHMENT AND SUPPORT TO RESIDENTS OF JAMES LENOX HOUSE. THE DONOR RESTRICTED ENDOWMENT IS TO PROVIDE SUPPORT FOR MUSIC PROGRAMS AND GARDEN MAINTENANCE AT JAMES LENOX HOUSE. PART X, LINE 2: THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING MARCH 31, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. SPRING GALA 691441 560310 131131 131131 GOLF OUTING 56400 32046 24354 24354 10682 10682 758523 603038 155485 155485 155485 0 1 CARNEGIE EAST HOUSE HDFC INC 1844 SECOND AVE NEW YORK NY 10128 133436898 501(C)3 1243982 0 OPERATIONS & RENOVATIONS 1 RENTAL SUBSIDY TO JLH RESIDENTS 10 52464 RENT/MEDS SUBSIDIES-CEH RESIDENTS 3 67975 FORM 990, SCHEDULE I, PART II, LINE 1 ALL GRANTS TO THE RELATED PARTIES ARE APPROVED BY THE BOARD FOR THE PURPOSE OF SUBSIDIZING REPAIRS OR OTHER BUILDING RELATED EXPENSES. X X 0 0 0 0 0 0 0 0 0 JOSEPH H GIRVEN EXECUTIVE DIRECTOR 0 300000 0 0 0 0 0 25000 0 13846 0 338846 0 0 LANE PEACE DEVELOPMENT DIRECTOR 0 151500 0 0 0 0 0 0 0 13846 0 165346 0 0 MARGARET CONNOR DAUGHER-BD MEM. 12000 SOCIAL WORK INSTRUCTION 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS SENT TO THE FULL BOARD OF DIRECTORS VIA E-MAIL PRIOR TO BEING FILED WITH THE IRS. ALL DIRECTORS WERE AFFORDED THE OPPORTUNITY TO ASK QUESTIONS AND OFFER EDITS. THE DECISION OF WHETHER TO MAKE EDITS WAS MADE BY THE STAFF PERSON IN CHARGE OF FINANCES WITHIN THE ORGANIZATION IN CONJUNCTION WITH CONSULTATION WITH OUR TAX PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A BOARD APPROVED CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER AND ALL STAFF MEMBERS MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARIES BASED ON A RECOGNIZED STUDY AND REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR/CEO TO DETERMINE IF THE EXISTING SALARY FALLS WITHIN THESE RANGES. AFTER A DELIBERATION OF THIS MATTER, A NEW PROPOSED SALARY AND BENEFIT PACKAGE IS VOTED ON. THE MINUTES OF THE BOARD OF DIRECTORS REFLECT THE NATURE OF THIS PROCESS. THE JOINT JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE PERSONNEL / COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPARABLE SALARIES BASED ON A RECOGNIZED STUDY TO DETERMINE IF THE EXISTING SALARY FALLS WITHIN THESE RANGES. AFTER DELIBERATING ON THIS MATTER, A NEW PROPOSED SALARY AND BENEFITS PACKAGE IS VOTED ON. THE MINUTES OF THE BOARD OF DIRECTORS REFLECT THE NATURE OF THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PAGE 11 - BALANCE SHEET THE PREVIOUS YEAR FINANCIAL INFORMATION WAS UPDATED DUE TO CHANGE IN THE PRIOR YEAR BALANCE ON THE AUDITED FINANCIAL STATEMENT. JAMES LENOX HOUSE INC 49 EAST 73RD STREET NEW YORK NY 10021 510181300 NON-PROFIT PROVIDING INDEPENDENT HOUSING NY 501(C)(3) LINE 10 JAMES LENOX HOUSE ASSOCIATION 0 CARNEGIE EAST HOUSE HDFC INC 1844 SECOND AVENUE NEW YORK NY 10128 133436898 NON-PROFIT PROVIDING HOUSING W SUPPORT SVCS NY 501(C)(3) LINE 7 JAMES LENOX HOUSE ASSOCIATION 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0