2024-05-01T22:02:05-05:00 2023-06-30 873707167 CBIZ MARKS PANETH LLC 4 MANHATTANVILLE ROAD SUITE 402 PURCHASE NY 10577 990 2022-07-01 061422248 PERSON-TO-PERSON INC PERS 2036550048 1864 POST ROAD DARIEN CT 06820 NANCY COUGHLIN CHIEF EXECUTIVE OFFICER 2036550048 2024-04-29 1 NANCY COUGHLIN 999009999 0 MAGDALENA CZERNIAWSKI P00535099 9145249000 2024-04-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY COUGHLIN 1864 POST ROAD DARIEN CT 06820 19112047 0 X WWW.P2PHELPS.ORG X 1994 CT PERSON TO PERSON SUPPORTS FAMILIES AND INDIVIDUALS AS THEY MOVED TOWARD STABILITY WITH HEALTHY FOOD, CLOTHING, HOUSING ASSISTANCE, AND A PATH TO ECONOMIC OPPORTUNITY. 22 22 43 2266 0 0 13024671 15855969 2907 0 221043 131472 -27992 -38563 13220629 15948878 9688821 12077392 0 0 2392092 2492358 0 0 815554 1409120 1644087 13490033 16213837 -269404 -264959 7394939 7725139 140307 499384 7254632 7225755 PERSON TO PERSON SUPPORTS FAMILIES AND INDIVIDUALS AS THEY MOVE TOWARD STABILITY WITH HEALTHY FOOD, CLOTHING, HOUSING AND A PATH TO ECONOMIC OPPORTUNITY. 0 0 14456192 12077392 5170 THE CRITICAL NEEDS PROGRAM PROVIDES FOOD, CLOTHING, FINANCIAL ASSISTANCE, INCLUDING EVICTION MEDIATION, AND CRISIS COUNSELING TO RESIDENTS OF LOWER FAIRFIELD COUNTY, CONNECTICUT. 319653 THROUGH THE SCHOLARSHIP FUND, GRANTS ARE AWARDED TO LOW-INCOME STUDENTS, MANY OF WHOM ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. 228141 CAMPERSHIPS PROVIDE THE OPPORTUNITY FOR CHILDREN FROM LOW-INCOME HOUSEHOLDS TO ATTEND LOCAL DAY CAMPS FREE OF CHARGE. 15003986 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 27 0 1 43 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CT X NANCY COUGHLIN - CHIEF EXECUTIVE OFFICER 2036550048 1864 POST ROAD DARIEN CT 06820 ALLISON GAGLIARDI DIRECTOR 1.00 X 0 0 0 AMY GOLD DIRECTOR (OUTGOING) 1.00 X 0 0 0 ANGELA RILEY DIRECTOR 1.00 X 0 0 0 BETSY WILSON SECRETARY 1.00 X X 0 0 0 CAROLINE GILLESPIE GREER TREASURER 1.00 X X 0 0 0 CHRIS WILLIS DIRECTOR 1.00 X 0 0 0 CHRISTINA JOHNSON-WOLFF VICE-PRESIDENT 1.00 X X 0 0 0 DR CELESTE COX-BALDWIN DIRECTOR 1.00 X 0 0 0 ERIC LOBENFELD JD DIRECTOR 1.00 X 0 0 0 HOLLY SCHULZ DIRECTOR 1.00 X 0 0 0 JACKIE LEONARD DIRECTOR (OUTGOING) 1.00 X 0 0 0 JAMES WINTER DIRECTOR 1.00 X 0 0 0 JAMIE ROSE DIRECTOR (OUTGOING) 1.00 X 0 0 0 KATHERINE MICHELE DIRECTOR 1.00 X 0 0 0 LUCIA RILLING DIRECTOR 1.00 X 0 0 0 MARA PETERS DIRECTOR 1.00 X 0 0 0 MEGHAN THORNTON DIRECTOR 1.00 X 0 0 0 MICHAEL HYMAN DIRECTOR (OUTGOING) 1.00 X 0 0 0 MICHELLE LAPPAS DIRECTOR 1.00 X 0 0 0 MIKE RICCARDI PRESIDENT 2.00 X X 0 0 0 MIMI GRIFFITH DIRECTOR 1.00 X 0 0 0 NATALIA PEDROZA DIRECTOR 1.00 X 0 0 0 NORMAN LACROIX DIRECTOR 1.00 X 0 0 0 PAM DYSENCHUK DIRECTOR (OUTGOING) 2.00 X 0 0 0 RUSS CHAPMAN DIRECTOR 1.00 X 0 0 0 SHAWN CUMMINGS DIRECTOR 1.00 X 0 0 0 VICTORIA DE TOLEDO DIRECTOR (OUTGOING) 3.00 X 0 0 0 VIRGIL WILLIAMS SECRETARY (OUTGOING) 1.00 X X 0 0 0 WENDY MOORE DIRECTOR (OUTGOING) 1.00 X 0 0 0 YAKUT AKMAN DIRECTOR 1.00 X 0 0 0 ELIZABETH FINN CHIEF OPERATING OFFICER (OUTGOING) 40.00 X 108200 0 3500 LAUREN FRANCIAMORE CHIEF PROGRAMS & HUMAN RES 40.00 X 108726 0 30709 NANCY COUGHLIN CHIEF EXECUTIVE OFFICER 40.00 X 170685 0 48406 387611 0 82615 3 0 1 0 0 7734 587443 597528 14663264 10842271 15855969 132008 132008 3051740 3052276 -536 -536 -536 67160 587443 110893 -43733 -43733 OTHER INCOME 611710 5170 5170 5170 15948878 5170 0 87739 12077392 12077392 399838 188589 122339 88910 1674912 1220224 112749 341939 34932 24436 3193 7303 240411 177100 13759 49552 142265 97484 15257 29524 25992 25992 6121 6121 90604 30483 8196 51925 131407 61799 19800 49808 6822 5418 366 1038 257624 213158 14054 30412 32790 32790 158184 143947 4746 9491 41337 41337 FOOD AND SUPPLIES 629905 539978 89927 EQUIP. MAINT. & SUPPORT 140190 109792 4600 25798 PROGRAM SUPPLIES 83974 51081 32893 VOLUNTEERS AND TRAINING 33349 27178 1556 4615 5788 3137 232 2419 16213837 15003986 394297 815554 3452529 2237116 38000 105433 2576 41667 140510 102040 112904 74249 1912964 1332033 671109 580931 2966724 4245730 10587 337973 7394939 7725139 100190 118867 19441 20676 380517 140307 499384 X 3794131 3356096 3460501 3869659 7254632 7225755 7394939 7725139 -264959 236082 0 X X 0 1 X 1 0 X 13598086 6686465 14758003 13024671 15855969 63923194 13598086 6686465 14758003 13024671 15855969 63923194 63923194 146657 27329 119447 227822 132008 653263 69610 12612 39375 167783 67160 356540 64932997 92971 0.98440 0.98280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2018 AMOUNT: $ 69,610. 2019 AMOUNT: $ 12,612. 2020 AMOUNT: $ 39,375. 2021 AMOUNT: $ 167,783. 2022 AMOUNT: $ 67,160. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2976724 283007 140000 6120 3113612 3678924 -535459 152924 13817 2976724 3010397 831699 150000 13172 3678924 3542479 -124837 401028 6217 3010397 3114001 601563 160000 13085 3542479 1.00000 1 0 1057031 717963 339068 855933 614070 241863 580931 AGENCY LIABILITIES 48369 DUE TO SAINT LUKE'S PARISH 1000 OPERATING LEASE LIABILITIES 331148 380517 X 16197570 236082 21150 -2419 254813 15942757 6121 6121 15948878 16226447 21150 21150 16205297 6121 2419 8540 16213837 PART V, LINE 4: IN 2003, PERSON-TO-PERSON ESTABLISHED THE JANET EVANS ENDOWMENT FUND (THE "FUND"), IN HONOR OF RETIRING EXECUTIVE DIRECTOR JANET EVANS. CONTRIBUTIONS TO THE FUND ARE INVESTED AS DIRECTED BY AN ENDOWMENT COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. WITHDRAWALS FROM THE FUND, WHICH MAY BE USED AT THE DISCRETION OF THE BOARD OF DIRECTORS, ARE LIMITED TO 5% OF THE AVERAGE YEAR-END MARKET VALUE FOR THE THREE PRECEDING FISCAL YEARS. PART X, LINE 2: THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF JUNE 30, 2023 THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: IND. FUNDRAISING EXPENSES -2,419. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUND. EXPENSES 2,419. NIGHT UNDER THE STARS 311844 289332 22512 398 29581 1000 TLL 242460 226162 16298 9042 34499 822 1 100299 71949 28350 26885 2091 6575 654603 587443 67160 9440 26885 66171 8397 110893 -43733 1 EMERGENCY ASSISTANCE 1295 746150 SCHOLARSHIP GRANTS 183 255229 CAMPERSHIPS 24 198987 DISTRIBUTION OF CLOTHING, FOOD 8718 0 10842270 THRIFT SHOP VALUATION FREE CLOTHING AND FOOD MEET THE IMMEDIATE NEED OF THE WORKING POOR OR PEOPLE FACING A CRISIS SITUATION. PART I, LINE 2: EMERGENCY ASSISTANCE PROGRAMS: A PERSON-TO-PERSON CASE WORKER ASSESSES INDIVIDUAL SITUATIONS TO DETERMINE APPROPRIATE ACTION NECESSARY TO MEET EACH CLIENT'S NEEDS. DISBURSEMENTS OF FINANCIAL GRANTS AND/OR FOOD ARE BASED ON SPECIFIC CRITERIA AND FINANCIAL NEED. OTHER PROGRAMS INCLUDE PROVIDING FOOD ASSISTANCE AND GIFTS DURING THE HOLIDAY SEASON. THESE PROGRAMS ARE CARRIED OUT NOT ONLY BY THE STAFF OF PERSON-TO-PERSON BUT ALSO BY MANY VOLUNTEERS THROUGHOUT THE AREA AS WELL. CAMPERSHIPS: ALL CHILDREN CONSIDERED FOR CAMPERSHIPS LIVE IN LOW-INCOME HOUSEHOLDS IN STAMFORD AND ARE REFERRED THROUGH THEIR SCHOOLS. QUALIFICATION FOR FREE OR REDUCED-COST LUNCH PROGRAM IN THE SCHOOLS IS A PRIMARY CRITERIA FOR CONSIDERATION. SCHOLARSHIPS: THE SCHOLARSHIP FUND PROVIDES FINANCIAL ASSISTANCE FOR LOCAL STUDENTS FROM LOW-INCOME HOUSEHOLDS WHO ARE APPLYING TO OR WHO ARE ALREADY IN COLLEGE AND NEED HELP WITH BOOK AND TUITION PAYMENTS. IF ELIGIBLE, STUDENTS ARE REQUIRED TO APPLY FOR FAFSA, AS WELL AS OTHER FINANCIAL AID AND WORK STUDY, AND ARE INTERVIEWED AS PART OF THE SCREENING PROCESS. GRANTS ARE GIVEN IN BOTH SEMESTERS, AND MENTORING AND BUDGETING SUPPORT ARE PROVIDED. X X X X 0 0 0 0 0 0 0 0 0 NANCY COUGHLIN CHIEF EXECUTIVE OFFICER 170685 0 0 0 0 0 0 0 48406 0 219091 0 0 0 X 7592442 THRIFT SHOP VALUES X 1330 3229498 COMMERCIAL VALUE X HOLIDAY GIFTS 23 20330 RETAIL VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 6 THE VESTRY OF ST. LUKE'S EPISCOPAL CHURCH, IN DARIEN CONNECTICUT IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE VESTRY OF ST. LUKE'S EPISCOPAL CHURCH, IN DARIEN CONNECTICUT AS THE SOLE MEMBER OF THE CORPORATION MEMBER ELECTS THE BOARD MEMBERS. CANDIDATES FOR THE BOARD SHALL BE PROPOSED FOR TWO-YEAR TERMS BY THE GOVERNANCE COMMITTEE AT A MEETING OF THE BOARD OF DIRECTORS AT LEAST TWO MONTHS PRIOR TO THE ANNUAL MEETING. CANDIDATES ARE APPROVED BY THE BOARD AND ELECTED BY THE SOLE MEMBER PRIOR TO THE ANNUAL MEETING. THE NUMBER OF DIRECTORSHIPS (NOT INCLUDING EX-OFFICIO MEMBERS) SHALL BE NO LESS THAN THIRTEEN (13) OR MORE THAN TWENTY-THREE (23). AT THE ANNUAL MEETING OF THE CORPORATION SHALL BE HELD, WITH NOTICE, ANNUALLY AT SUCH TIME AND PLACE WITHIN THE STATE OF CONNECTICUT AS MAY BE FIXED BY THE PRESIDENT FOR THE PURPOSES OF PRESENTING THE RESULTS OF THE ELECTION OF DIRECTORS BY THE VESTRY, INSTALLING ALL NEW AND RE-ELECTED DIRECTORS, SELECTING SUCCESSOR OFFICERS. THE PRESIDENT OF THE BOARD SHALL SERVE AS THE CHAIRMAN OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTANT PREPARED THE FORM 990 AND A COPY OF THE FORM 990 IS SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD MUST ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND SIGNS THE DISCLOSURE STATEMENT. THIS IS DONE IMMEDIATELY FOLLOWING THE ANNUAL MEETING, OR FOR NEW BOARD MEMBERS, DURING THEIR ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15A A COMPREHENSIVE COMPENSATION REVIEW WAS CONDUCTED IN 2022 BY THE BOARD, LED BY THE FINANCE & RISK COMMITTEE, AND THE EXECUTIVE COMMITTEE. A NUMBER OF LEADING NOT-FOR-PROFIT COMPENSATION SURVEYS WERE UTILIZED TO ADJUST STAFF COMPENSATION TO PREVAILING MARKET RATES IN PERSON-TO-PERSON'S GEOGRAPHIC AREA. THESE CHANGES WENT INTO EFFECT FOR 2022. THE BOARD OF DIRECTORS SET THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATON MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE VESTRY OF ST LUKE'S EPISCOPAL CHURCH 1864 POST ROAD DARIEN CT 06820 060662180 CHURCH CT 501(C)(3) LINE 1 THE VESTRY OF ST LUKE'S EPISCOPAL CHURCH 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0