2024-11-12T20:01:06-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 133425071 PART OF THE SOLUTION PART 7182204892 2759 WEBSTER AVENUE BRONX NY 10458 CHRISTINA HANSON EXECUTIVE DIRECTOR 7182204892 2024-11-12 1 1 EVA MRUK P00543254 9143818900 2024-11-12 2023 2024-10-15 13:58:12Z CHRISTINA HANSON 2759 WEBSTER AVENUE BRONX NY 10458 9313760 0 X WWW.POTSBRONX.ORG X 1986 NY TO BE A LOVING COMMUNITY IN THE BRONX THAT NOURISHES THE BASIC NEEDS AND HUNGERS OF ALL THOSE WHO COME TO OUR DOOR. 25 25 64 1000 0 0 7692696 8617870 0 0 2908 265667 498297 85980 8193901 8969517 0 2827442 0 0 3387720 3922108 0 0 834234 4013094 1923250 7400814 8672800 793087 296717 15588110 19165014 780853 4049721 14807257 15115293 POTS IS A LOVING COMMUNITY IN THE BRONX STRIVING TO SERVE ALL WHO COME TO OUR DOORS. FROM MEETING IMMEDIATE NEEDS TO OFFERING LONG-TERM COMPREHENSIVE SERVICES, WE PARTNER WITH EACH INDIVIDUAL TO EMPOWER THEM TO REACH THEIR POTENTIAL. 0 0 3773526 2543958 0 FOOD SERVICE PROGRAMS - THESE PROGRAMS ARE FUNDED BY A COMBINATION OF INDIVIDUAL, CORPORATE, FOUNDATION, AND GOVERNMENT INCOME. IT CONSISTS OF A PANTRY SERVICE PROVIDED TO COMMUNITY RESIDENTS OF THE SURROUNDING AREA OF THE ORGANIZATION LOCATED IN BRONX, NEW YORK. THE PANTRY SERVICE PROVIDES GROCERIES AND NUTRITIONAL FOOD TO THESE RESIDENTS. THE FOOD PANTRY PROVIDED OVER 2.68 MILLION MEALS IN 2023. IT ALSO CONSISTS OF A COMMUNITY KITCHEN THAT SERVES MEALS TO ALL THOSE IN NEED THAT PASS THROUGH THE DOORS OF THE ORGANIZATION. THE COMMUNITY KITCHEN SERVED OVER 143,000 MEALS IN 2023. 3093165 283484 0 LONG TERM STABILITY SERVICES - THIS PROGRAM CONSISTS OF A CASE MANAGEMENT PROGRAM (SERVED OVER 8,300 HOUSEHOLDS AND OVER 20,000 INDIVIDUALS), A LEGAL CLINIC (SERVED OVER 1,700 HOUSEHOLDS IN 2023), A WORKFORCE DEVELOPMENT PROGRAM (SERVED OVER 498 INDIVIDUALS IN 2023), AND A MENTORSHIP PROGRAM (SERVED APPROXIMATELY 700 HOUSEHOLDS IN 2023). THESE PROGRAMS ARE DESIGNED TO HELP CLIENTS IN THEIR JOURNEYS FROM CRISIS TO STABILITY. 451539 0 0 DIGNITY & WELLNESS PROGRAM - THIS PROGRAM CONSISTS OF A SHOWER PROGRAM, HAIRCUTS MAIL SERVICES AND SUBSTANCE ABUSE COUNSELING TO ALL IN NEED. THE DIGNITY AND WELLNESS PROGRAM SERVED OVER 2,900 CLIENTS IN 2023. 7318230 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 12 0 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ NY X X X ANN MARIE MACDONALD 7182204892 2759 WEBSTER AVENUE BRONX NY 10458 X MARK MILLER BOARD CHAIR 1.00 0.00 X X 0 0 0 SR KATHY BYRNES SC VICE CHAIR 1.00 0.00 X X 0 0 0 SEAN HOOVER TREASURER 1.00 0.25 X X 0 0 0 KEITH PAGNANI SECRETARY 1.00 0.00 X X 0 0 0 THOMAS BUTKIEWICZ DIRECTOR 1.00 0.00 X 0 0 0 CHRIS O'CALLAGHAN DIRECTOR, THRU MARCH 2023 1.00 0.00 X 0 0 0 JAMES CANNON DIRECTOR 1.00 0.00 X 0 0 0 NICOLE DENVIR DIRECTOR 1.00 0.00 X 0 0 0 CONAN DOLCE DIRECTOR 1.00 0.00 X 0 0 0 JOHN ECKERSON DIRECTOR 1.00 0.25 X 0 0 0 TERRY FEENEY DIRECTOR 1.00 0.25 X 0 0 0 NICK FINN DIRECTOR 1.00 0.25 X 0 0 0 ERIC GIES DIRECTOR 1.00 0.00 X 0 0 0 HEATHER GOODRIDGE DIRECTOR 1.00 0.00 X 0 0 0 SR FRANCES KEEGAN DIRECTOR 1.00 0.00 X 0 0 0 JOHN KRALL DIRECTOR 1.00 0.00 X 0 0 0 JOHN KUSTER DIRECTOR 1.00 0.00 X 0 0 0 FRANK DE MARIA DIRECTOR 1.00 0.00 X 0 0 0 STEPHANIE MCGOWAN DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA MOORES DIRECTOR 1.00 0.00 X 0 0 0 VICTOR PICHARDO DIRECTOR 1.00 0.00 X 0 0 0 SR CHARLOTTE RAFTERY SC DIRECTOR 1.00 0.00 X 0 0 0 BARBARA RAHO DIRECTOR 1.00 0.25 X 0 0 0 SR CLAIRE REGAN SC DIRECTOR 1.00 0.00 X 0 0 0 MARGARITA SAWHNEY DIRECTOR 1.00 0.00 X 0 0 0 SUSAN SHULTIS DIRECTOR 1.00 0.25 X 0 0 0 CHRISTINA HANSON EXECUTIVE DIRECTOR 31.00 1.00 X 177129 0 23300 ANN MARIE MACDONALD CHIEF OPERATING OFFICER 39.00 1.00 X 155306 0 17314 ELIZABETH MARIS SUPERVISING ATTORNEY 40.00 0.00 X 136169 0 31434 JOHN MARTH DIRECTOR OF PROGRAMS 40.00 0.00 X 107698 0 37442 576302 0 109490 4 0 1 0 IDLEWILD PARTNERS INC 249 SMITH ST 201 BROOKLYN NY 11231 SALESFORCE CONSULTANTS 122378 1 343882 1019488 736278 879350 5638872 1455787 8617870 265749 265749 10384 0 10384 10384 10384 25934 26016 -82 -82 -82 378428 1019488 318126 60302 60302 13085 101 12984 12984 OTHER REVENUE 900099 2310 2310 2310 8969517 0 0 351647 16283 16283 2811159 2811159 373049 205177 37305 130567 2891994 2276790 232932 382272 88061 67674 7394 12993 298111 223905 25412 48794 270893 200034 23344 47515 46775 46775 494506 353882 15857 124767 27289 27289 244189 176627 26532 41030 98771 78973 6270 13528 341176 307485 22832 10859 14542 2240 2826 9476 558 558 419238 382307 34362 2569 57216 46946 3166 7104 PROGRAM EXPENSES 106395 106244 39 112 REPAIRS AND MAINTENANCE 56521 46430 7443 2648 OTHER OPERATING EXPENSE 16074 16074 0 0 8672800 7318230 520336 834234 7349488 250871 623008 7241824 447485 930109 390 5046 92112 88388 11154953 3579453 7040808 7575500 18 40077 34801 3033199 15588110 19165014 275969 315772 410001 387396 94883 3346553 780853 4049721 X 14513440 15026466 293817 88827 14807257 15115293 15588110 19165014 X 296717 22057 -10738 X X 0 1 X 1 0 X 4421382 8613764 7090960 7692696 8617870 36436672 4421382 8613764 7090960 7692696 8617870 36436672 488316 35948356 995 6696 7187 12544 276133 303555 16754 208023 488661 73286 786724 17838 2310 20148 37547099 0.95740 0.96230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 11,520. 2023 AMOUNT: $ 2,310. SUBLEASE REVENUE - 2019 AMOUNT: $ 6,318. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 503998 503998 8011497 3034513 4976984 212036 38479 173557 270896 231470 39426 2156526 274991 1881535 7575500 SECURITY DEPOSITS 40106 RIGHT-OF-USE ASSETS, OPERATING LEASES 2993093 3033199 LEASE LIABILITY, OPERATING LEASES 3115098 DUE TO AFFILATE 231455 3346553 X 8529091 22057 273795 295852 8233239 736278 736278 8969517 8768805 832283 832283 7936522 736278 736278 8672800 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTED TO RELATED ENTITY PER CONSOLIDATED FINANCIAL STATEMENTS 273,795. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 736,278. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTED TO RELATED ENTITY PER CONSOLIDATED FINANCIAL STATEMENTS 821,545. WRITE-OFF OF UNCOLLECTIBLE CONTRIBUTION 10,738. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 736,278. ANNUAL BENEFIT 625693 570743 54950 51776 12616 32705 SPORTING CLAY 273944 73290 200654 39186 33156 5722 7 498279 375455 122824 4238 86992 6191 45544 1397916 1019488 378428 43424 171924 18807 83971 318126 60302 1 POTS BUILDING FOR FUTURE 2759 WEBSTER AVE BRONX NY 10458 271381350 501C3 16283 0 GENERAL SUPPORT 1 0 FOOD ASSISTANCE 27000 2527675 COST FOOD CLIENT EMERGENCY ASSISTANCE 161 283484 PART I, LINE 2: GRANT TO ORGANIZATION: THROUGH ITS CLOSE RELATIONSHIP WITH POTS BUILDING FOR THE FUTURE, A RELATED 501(C)(3) ORGANIZATION WHERE PART OF THE SOLUTION (POTS) IS THE SOLE MEMBER, POTS ENSURES THAT GRANT FUNDS ARE USED FOR THEIR INTENDED PURPOSES. THIS RELATIONSHIP ALLOWS FOR ONGOING MONITORING OF THE ALLOCATION AND EXPENDITURE OF FUNDS, WITH REGULAR REVIEWS AND OVERSIGHT TO CONFIRM COMPLIANCE WITH THE GRANT OBJECTIVES. BOTH ORGANIZATIONS SHARE INFORMATION TO ASSESS THE PROPER USE OF FUNDS AND ENSURE THAT THE GRANTS ARE EFFECTIVELY DIRECTED TO SUPPORT POTS BUILDING FOR THE FUTURE'S MISSION AND SERVICES. GRANT TO INDIVIDUALS: FOOD DISTRIBUTED THROUGH SOUP KITCHEN AND FOOD PANTRY. SOUP KITCHEN WE PROVIDED FOOD TO ANY INDIVIDUAL THAT COMES TO POTS DOORS. FOR THE FOOD PANTRY WE SERVE ALL, BUT WE ASK FOR PROOF OF ADDRESS AND NUMBER OF HOUSEHOLD MEMBERS. INDIVIDUALS WITHOUT A COOKING FACILITY WILL BE GIVEN A ONE TIME COURTESY AND DIRECTED TO OUR COMMUNITY KITCHEN. EMERGENCY RENTAL ASSISTANCE IS PROVIDED TO INDIVIDUALS THAT HAVE A NEED, ARE ABLE TO PROVE THAT GOING FORWARD THEY HAVE THE FUTURE ABILITY TO PAY RENT AND ONCE THE ASSISTANCE PROVIDED RENT WILL BE PAID IN FULL. THE NEED, THE AMOUNT OF ASSISTANCE AND THE FUTURE ABILITY TO PAY IS ASSESSED BY OUR LEGAL CLINIC STAFF AND VALIDATED THROUGH LEGAL DOCUMENTS, INCLUDING LEASES, RENT ROLLS, WORK VALIDATION. MOST TIMES WE PARTNER WITH OTHER ORGANIZATIONS AND NYC TO ENSURE RENT ARREARS CAN BE PAID OFF IN FULL. X X X 0 0 0 0 0 0 0 1 0 CHRISTINA HANSON EXECUTIVE DIRECTOR 177129 0 0 0 0 0 7600 0 15700 0 200429 0 0 0 ANN MARIE MACDONALD CHIEF OPERATING OFFICER 154306 0 1000 0 0 0 6450 0 10864 0 172620 0 0 0 ELIZABETH MARIS SUPERVISING ATTORNEY 135169 0 1000 0 0 0 5741 0 25693 0 167603 0 0 0 PART I, LINE 7 AMOUNTS REPORTED IN PART II, COLUMN B(II) REFLECT NON-FIXED PAYMENTS RECEIVED IN THE FORM OF AN ANNUAL INCENTIVE DURING 2023. INCENTIVES ARE BASED ON VARIOUS PERFORMANCE MEASURES APPROVED BY THE BOARD. X 29380 COST X 8 65974 AVERAGE SELLING PRICE X 715 1360433 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN ACCOUNTING FIRM, WHO SPECIALIZES IN SERVICING NON-PROFIT ORGANIZATIONS, AND WORKS IN COLLABORATION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM IS REVIEWED BY MANAGEMENT WHO THEN COMMUNICATES ANY QUESTIONS OR COMMENTS TO THE TAX PREPARERS. ONCE APPROVED BY MANAGEMENT, THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE FORM 990, PART VI, SECTION B, LINE 12C PART OF THE SOLUTION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ANY DIRECTOR, OFFICER, AND KEY EMPLOYEES WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST . FAILURE BY A DIRECTOR TO COMPLETE AN ANNUAL DISCLOSURE MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. ANY DIRECTOR OR OFFICER WHO HAS AN INTEREST IN A RELATED PARTY TRANSACTION MUST DISCLOSE IN GOOD FAITH TO THE CHAIR OF THE BOARD OR APPROPRIATE COMMITTEE THE MATERIAL FACTS CONCERNING SUCH INTEREST. INDIVIDUALS WITH SUCH RELATIONSHIPS MUST NOT BE PRESENT DURING, OR PARTICIPATE IN, ANY BOARD OR BOARD COMMITTEE DELIBERATIONS OR VOTE ON ANY MATTERS GIVING RISE TO THE CONFLICT, OR POTENTIAL CONFLICT OF INTEREST. THE EXISTENCE OF ALL SUCH CONFLICTS OF INTEREST AND THEIR RESOLUTION, AS WELL AS ANY ISSUES RELATING TO THEM, WILL BE FULLY DOCUMENTED IN THE SUMMARY OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A PART OF THE SOLUTION HAS A COMPENSATION POLICY THAT CONSISTS OF THE UTILIZATION OF COMPARABILITY DATA, THE REVIEW AND APPROVAL BY INDEPENDENT PARTIES AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION. RESEARCH (INCLUDING JOB POSTING WEBSITES AND SALARY SURVEYS) IS UTILIZED TO DETERMINE A REASONABLE PAY RANGE IN THE EXISTING MARKETPLACE FOR A CERTAIN POSITION. ANNUAL INCREASES ARE BASED ON ENSURING THERE IS A COST OF LIVING INCREASE. ADDITIONAL INCREASES ARE AT TIMES PROVIDED TO ENSURE SALARIES ARE ALIGNED WITH MARKET BY UTILIZING ON-LINE RECRUITING SITES FOR COMPARABLE DATA AS WELL AS PUBLISHED COMPENSATION REPORTS. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS, A PROPOSAL IS MADE BY THE CHAIRMAN OF THE BOARD AND THEN APPROVED BY THE FULL BOARD OF DIRECTORS. THE PROCESS IS DOCUMENTED IN THE BOARD MEETING MINUTES. COMPENSATION FOR THE OTHER OFFICER (COO) IS DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 PART OF THE SOLUTION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS FOR THE MOST RECENT FISCAL YEAR ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: IN 2023, THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -10,738. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. POTS BUILDING FOR FUTURE 2759 WEBSTER AVENUE BRONX NY 10458 271381350 FUNDRAISING NY 501(C)(3) LINE 12A, I PART OF THE SOLUTION 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 POTS BUILDING FOR THE FUTURE C 736278 COST