2024-08-05T11:14:17-05:00 2023-09-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-10-01 060979507 COMMUNITY ACTION AGENCY OF NEW HAVEN INC COMM 2033877700 419 WHALLEY AVENUE NEW HAVEN CT 06511 AMOS SMITH PRESIDENT & CEO 2033877700 2024-08-01 1 1 PAUL BALLASY P00852868 9592007000 2024-07-31 2022 2024-08-08 14:25:15Z KENN L HARRIS 419 WHALLEY AVENUE NEW HAVEN CT 06511 14238894 0 X WWW.CAANH.NET X 1977 CT COMMUNITY ACTION AGENCY OF NEW HAVEN, INC. OFFERS PATHWAYS TO PROSPERITY TO THOSE IN POVERTY IN THE GREATER NEW HAVEN AREA THROUGH: SERVICE - COLLABORATION - ADVOCACY - KNOWLEDGE GENERATION. 15 15 80 30 0 0 15663635 13989980 124901 209410 160 -7838 0 22976 15788696 14214528 11975761 10106397 0 0 2512129 2569575 0 0 9550 1046454 1247092 15534344 13923064 254352 291464 748134 894790 708490 563681 39644 331109 COMMUNITY ACTION AGENCY OF NEW HAVEN, INC. OFFERS PATHWAYS TO PROSPERITY TO THOSE IN POVERTY IN THE GREATER NEW HAVEN AREA THROUGH SERVICE, COLLABORATION, ADVOCACY & KNOWLEDGE GENERATION. 0 0 10772236 9735623 ENERGY SERVICES INCLUDES CONNECTICUT ENERGY ASSISTANCE, WHICH PROVIDES HEAT FOR RENTERS AND HOMEOWNERS; AND WEATHERIZATION SERVICES TO HOUSEHOLDS HELPING THEM TO DECREASE ENERGY CONSUMPTION. 1698063 340311 209410 COMMUNITY SERVICES REPRESENTS VARIOUS SUPPORT FOR LOW INCOME INDIVIDUALS AS DETERMINED BY HUMAN SERVICE INFRASTRUCTURE GRANT, COMMUNITY SERVICE BLOCK GRANT, SOCIAL SERVICES BLOCK GRANT, SUPPLEMENTAL ASSISTANCE NUTRITION PROGRAM AND COORDINATION OF THE CONNECTICUT ENERGY ASSISTANCE PROGRAM. 624912 30463 34590 OTHER SERVICES REPRESENT LOW INCOME SUPPORT FOR INDIVIDUALS FUNDED BY THE CITY OF NEW HAVEN AND PRIVATE CONTRIBUTIONS. 13095211 1 1 0 1 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 38 0 1 80 1 0 0 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 CT X AMOS L SMITH 2033877700 419 WHALLEY AVE NEW HAVEN CT 06511 ADDIE KIMBROUGH DIRECTOR 1.00 X 0 0 0 ALLEN MCCOLLUM SECRETARY 1.00 X X 0 0 0 DONARELL ELDER AUDIT CHAIR 1.00 X X 0 0 0 EDWIN MARTINEZ VICE CHAIR 1.00 X X 0 0 0 ERIK JOHNSON TREASURER/ FINANCE CHAIR 1.00 X X 0 0 0 JEFFREY MOORE DIRECTOR 1.00 X 0 0 0 KENN HARRIS BOARD CHAIR 1.00 X X 0 0 0 RODNEY MOORE DIRECTOR 1.00 X 0 0 0 ROLANDO MARTINEZ DIRECTOR 1.00 X 0 0 0 SERGIO RODRIGUEZ DIRECTOR 1.00 X 0 0 0 SHIRLEY ELLIS-WEST DIRECTOR 1.00 X 0 0 0 SNOW TURNER DIRECTOR 1.00 X 0 0 0 STEPHEN MONROE TOMCZAK NOMINATING CHAIR 1.00 X 0 0 0 STEVEN COUSIN DIRECTOR 1.00 X 0 0 0 TONI HARP DIRECTOR 1.00 X 0 0 0 AMOS L SMITH PRESIDENT, CEO 35.00 X 207539 0 2016 JENELL M LAWSON DEPUTY DIRECTOR 35.00 X 136921 0 3430 344460 0 5446 2 0 1 0 NEW OPPORTUNITIES INC 2 NORTH ELM STREET WATERBURY CT 06702 FISCAL SPONSORSHIP SERVICES 229550 NUTMEG CONSULTING LLC PO BOX 2475 MIDDLETOWN CT 06457 IT CONSULTING SERVICES 170324 2 19421 13762303 208256 13989980 PROGRAM SERVICE REVENUE 624200 209410 209410 209410 4250 12088 -7838 -7838 -7838 664 19421 12278 -11614 -11614 INSURANCE PROCEEDS 900099 34590 34590 34590 14214528 244000 0 -19452 10106397 10106397 204361 128747 75614 2084000 1810377 273623 22686 19232 3454 94514 80926 13588 164014 139041 24973 80 52 28 243668 158575 83971 1122 2000 2000 191166 123709 66567 890 353551 247555 100774 5222 239824 187754 50982 1088 67074 37710 28562 802 73994 73994 75735 53136 22173 426 13923064 13095211 818303 9550 428310 244100 78531 197017 53857 316230 19018 11798 435490 309845 168418 125645 748134 894790 203279 199806 282686 195630 62275 29332 160250 138913 708490 563681 X -110356 12836 150000 318273 39644 331109 748134 894790 291464 0 X 0 1 X 1 1 1 X 8214036 10108705 13998723 15663635 13989980 61975079 8214036 10108705 13998723 15663635 13989980 61975079 61975079 8 8 113351 261708 34590 409649 62384736 471326 0.99340 0.99320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FORGIVENESS OF DEBT - 2018 AMOUNT: $ 15,661. 2019 AMOUNT: $ 260,510. MISC INCOME - 2018 AMOUNT: $ 97,690. 2019 AMOUNT: $ 1,198. INSURANCE PROCEEDS - 2022 AMOUNT: $ 34,590. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 2000 0 0 2000 0 PART II-B, LINE 1: LOBBYING PAID TO HUGHES & CRONIN FOR LOBBYING EFFORTS. 25851 25851 0 363308 260702 102606 46331 23292 23039 125645 DUE TO FUNDING SOURCE 138913 138913 X 14226806 12278 12278 14214528 0 14214528 13935341 12278 12278 13923063 0 13923063 PART X, LINE 2: THE AGENCY HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. REVENUE FROM CERTAIN ACTIVITIES NOT ENCOMPASSED IN THEIR TAX EXEMPTION IS SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES AS THE OPERATING EXPENSES ALLOCABLE TO THESE UNRELATED ACTIVITIES EXCEED THE REVENUE. THE AGENCY HAS NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2023. THE AGENCY'S FEDERAL AND STATE INFORMATIONAL RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED, AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE AGENCY WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF OTHER EXPENSES IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET DEFICIT AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE STATEMENTS OF FINANCIAL POSITION. THE AGENCY DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,278. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,278. CHILIFEST 20085 19421 664 664 11614 20085 19421 664 664 11614 12278 -11614 1 ENERGY ASSISTANCE 12309 9735623 COMMUNITY SERVICES 144 340311 OTHER SERVICES 323 30463 PART I, LINE 2: GRANTS ARE MONITORED THROUGH SITE VISITS FROM THE DEPARTMENT OF SOCIAL SERVICES (DSS), MEETING QUARTERLY REPORTING REQUIREMENTS FROM OUR AGENCY TO DSS AND AUDITS CONDUCTED ANNUALLY. 0 0 0 0 0 0 0 0 0 AMOS L SMITH PRESIDENT, CEO 207539 0 0 0 0 0 938 0 1078 0 209555 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CFO BEFORE FILING AND DISTRIBUTED TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY CURRENTLY MONITORS CONFLICTS OF INTEREST ON A DAILY AND OFFICIALLY ANNUAL BASIS. ALL STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AFTER THEIR ANNUAL PERFORMANCE EVALUATION AND RECEIVES THE CONFLICT OF INTEREST STATEMENT WHEN THE EMPLOYEE HANDBOOK IS REVIEWED. THE BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AS THEY ARE ASSIGNED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON THE AGENCY'S BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE AS APPROVED BY THE BOARD OF DIRECTORS