2025-10-31T13:20:32-05:00 2025-06-30 472517893 BEERS HAMERMAN COHEN & BURGER PC 234 CHURCH STREET NEW HAVEN CT 06510 990 2024-07-01 060947027 FELLOWSHIP PLACE INC FELL 2034014227 441 ELM STREET NEW HAVEN CT 06513 MARY A GUERRERA EXECUTIVE DIRECTOR 2034014227 2025-10-30 1 1 FRANCIS BRODERICK P01437465 2037876527 2025-10-30 2024 2025-03-06 01:10:19Z MARY A GUERRERA 441 ELM STREET NEW HAVEN CT 06513 3596093 0 X WWW.FELLOWSHIPPLACE.ORG X 1976 CT TO SERVE ADULTS WITH MENTAL ILLNESS. 16 16 52 0 0 0 2970029 3184927 239352 286956 54586 61310 49933 34626 3313900 3567819 0 0 0 0 2170672 2337744 0 0 84699 1052211 1093668 3222883 3431412 91017 136407 4808249 4960703 374863 340959 4433386 4619744 X FELLOWSHIP PLACE'S MISSION IS TO SERVE ADULTS WITH MENTAL ILLNESS BY OFFERING A FULL RANGE OF THERAPEUTIC SUPPORT AND REHABILITATION SERVICES THAT PROMOTE INDEPENDENCE, WELLNESS, AND A MEANINGFUL LIFE. (SEE SCHEDULE O FOR CONTINUATIONS) SERVICES ARE PROVIDED ON A MULTI-PURPOSE CAMPUS WHERE CLIENTS MAY ACCESS A VARIETY OF SERVICES IN ONE LOCATION, OPEN 365 DAYS A YEAR. ALL SERVICES COMPLEMENT TRADITIONAL PSYCHIATRIC CARE BY PROVIDING CLIENTS OPPORTUNITIES FOR DAILY STRUCTURE AND A CHANCE TO LEARN AND PRACTICE LIFE SKILLS, AND FORM POSITIVE CONNECTIONS WITH PEERS AND THE COMMUNITY. PROGRAMS INCLUDE DAILY MEALS, DROP-IN SERVICES, SUPPORTIVE EDUCATION, SUPPORTIVE EMPLOYMENT, PERMANENT AND DEEPLY AFFORDABLE SUPPORTIVE HOUSING, CLINICAL GROUPS, PHYSICAL RECREATION, EXPRESSIVE ARTS, CASE MANAGEMENT, AND SUPPORTIVE COUNSELING. 0 0 2830226 286956 DURING FY24-25 FELLOWSHIP PLACE CONTINUED TO SEE SIGNIFICANT INCREASES IN THE NUMBER OF HOMELESS INDIVIDUALS SEEKING SERVICES FROM THE FELLOWSHIP INN, THE AGENCY'S DAYTIME DROP-IN PROGRAM. THE INN PROVIDED BASIC NEEDS SUCH AS FOOD, SHOWERS, AND LAUNDRY SERVICES FOR 863 UNDUPLICATED INDIVIDUALS AND INTENSE CASE MANAGEMENT SERVICES FOR 99 UNDUPLICATED INDIVIDUALS. A MAJORITY OF THE HOMELESS SERVED ARE UNSHELTERED AND SLEEP OUTDOORS ON MOST NIGHTS. THE INN ASSISTS THE HOMELESS WITH SECURING PHOTO IDS AND OTHER DOCUMENTS NEEDED FOR EMPLOYMENT AND HOUSING APPLICATIONS, REFERRALS TO BEHAVIORAL AND PRIMARY HEALTH CARE, AND ASSISTANCE WITH COMPLETING APPLICATIONS FOR GOVERNMENT ENTITLEMENT PROGRAMS. UNTREATED MENTAL ILLNESS AND SUBSTANCE USE ARE MAJOR CHALLENGES FOR THIS CLIENT POPULATION. AVERAGE DAILY ATTENDANCE IS ABOUT 60 INDIVIDUALS.IN RESPONSE TO THE GROWING NUMBER OF UNSHELTERED INDIVIDUALS AND THE LACK OF DEEPLY AFFORDABLE HOUSING, FELLOWSHIP PLACE SOUGHT FUNDS TO DEVELOP A NEW PERMANENT SUPPORTIVE HOUSING PROJECT. THIS YEAR THE CITY OF NEW HAVEN SELECTED THE AGENCY TO RECEIVE A SITE ACQUISITION GRANT OF $350,000. A BUILDING HAS BEEN IDENTIFIED FOR THE PROJECT WITH A CLOSING DATE PLANNED FOR FALL 2025. AFTER MODERATE RENOVATIONS, THE BUILDING WILL PROVIDE THIRTEEN UNITS OF HOUSING. PRIORITY WILL BE GIVEN TO INDIVIDUALS AGED 60 AND UP. THE ELDERLY MAKE UP THE LARGEST GROUP OF INDIVIDUALS WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS IN THE GREATER NEW HAVEN AREA. THE NEW HOUSING PROJECT WILL ADD THIRTEEN UNITS TO THE EXISTING 45 OFFERED BY THE AGENCY, BRINGING THE TOTAL UP TO 58 UNITS.OTHER CORE PROGRAMS INCLUDE SOCIAL REHABILITATION, WHICH SERVED 391 INDIVIDUALS AND CAREER SERVICES, WHICH HELPED 217 INDIVIDUALS RETURN TO SCHOOL OR FIND EMPLOYMENT IN THE COMPETITIVE MARKETPLACE. CLIENTS SERVED WERE PLACED IN JOBS AT EMPLOYERS SUCH AS YALE NEW HAVEN HOSPITAL, TOWN FAIR TIRE, AMAZON, AND LOCAL NON-PROFIT AGENCIES.SOME ADDITIONAL NOTEWORTHY ACCOMPLISHMENTS THIS YEAR INCLUDED:1. THE SOCIAL REHAB PROGRAM EXPANDED ITS EVENING HOURS AND IS NOW OPEN UNTIL 8PM MONDAY-THURSDAY. EVENING PROGRAMMING INCLUDES AA MEETINGS ON MONDAY, NA MEETINGS ON WEDNESDAY, DROP-IN SOCIAL HOURS FOR EXISTING CLIENTS ON TUESDAY AND THURSDAY, AND A CAREGIVERS SUPPORT GROUP ON THURSDAY.2. THE EXPRESSIVE ARTS PROGRAM HAD AN ART EXHIBIT AT NEW HAVEN CITY HALL IN MAY FOR MENTAL HEALTH AWARENESS MONTH. TWELVE ARTISTS FROM THE PROGRAM DISPLAYED THEIR WORK AND SPOKE AT THE MAYOR'S PRESS CONFERENCE ABOUT THE ROLE ART HAS PLAYED IN THEIR RECOVERY.3. THE MEAL PROGRAM ADDRESSED FOOD INSECURITY BY PROVIDING APPROXIMATELY 60,000 FREE AND WELL-BALANCED MEALS FOR INDIVIDUALS WHO ATTEND ACTIVITIES ON THE AGENCY'S CAMPUS.4. THROUGH AN AGENCY COLLABORATION WITH YALE UNIVERSITY STUDENT VOLUNTEERS TRAINED BY THE IRS, 37 INDIVIDUALS, INCLUDING MANY FIRST-TIME FILERS, HAD THEIR INCOME TAX FORMS PREPARED FOR FREE.5. THE AGENCY SERVED AS AN APPLICATION SITE FOR THE RENTERS REBATE PROGRAM, A STATE FUNDED PROGRAM WHICH PROVIDES A REBATE TO LOW-INCOME ELDERLY AND DISABLED RESIDENTS WHO PAID RENT IN CONNECTICUT DURING THE PREVIOUS YEAR. SEVENTY-SIX INDIVIDUALS TOOK ADVANTAGE OF THE PROGRAM AND RECEIVED REBATES RANGING FROM $10 TO $700 TO HELP STRETCH THEIR LIMITED BUDGETS.FELLOWSHIP PLACE SERVES A DIVERSE RACIAL AND ETHNIC CLIENTELE, REFLECTIVE OF THE BROADER NEW HAVEN COMMUNITY. FORTY-SEVEN % OF INDIVIDUALS SERVED IDENTIFY AS WHITE, AND 38% IDENTIFY AS BLACK OR AFRICAN AMERICAN; 20% IDENTIFY AS HISPANIC. MORE THAN 90% OF THE PEOPLE SERVED HAVE A LOW OR VERY LOW INCOME FROM GOVERNMENT ENTITLEMENT PROGRAMS SUCH AS SSI, SSDI, STATE ADMINISTERED GENERAL ASSISTANCE, AND/OR MINIMUM WAGE JOBS. IN FY24-25, AGENCY-WIDE MORE THAN 1500 INDIVIDUALS WERE SERVED. 2830226 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 52 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X THE ORGANIZATION 2034014227 441 ELM STREET NEW HAVEN CT 06513 NICHOLAS ZAUNER DIRECTOR 1.00 X 0 0 0 DEBBIE SCHAFFER TREASURER 1.00 X X 0 0 0 KEVIN M LUDDY DIRECTOR 1.00 X 0 0 0 SUSAN VAUGHN LEWIS VICE PRESIDENT 2.00 X X 0 0 0 GEORGE JONES PRESIDENT 2.00 X X 0 0 0 REBECCA IANNANTUONI SECRETARY 1.00 X X 0 0 0 RENEE PERRONCEL DELAURENTIS DIRECTOR 1.00 X 0 0 0 MARY PEPE DIRECTOR 1.00 X 0 0 0 MONTE RADLER DIRECTOR 1.00 X 0 0 0 GARY TINNEY DIRECTOR 1.00 X 0 0 0 DEBBIE GIANINI DIRECTOR 1.00 X 0 0 0 JEFF ROSSI DIRECTOR 1.00 X 0 0 0 ALAN KLIGER DIRECTOR 1.00 X 0 0 0 MARIA LANDERS DIRECTOR 1.00 X 0 0 0 IFEOMA NWOKOYE DIRECTOR 1.00 X 0 0 0 ISRAEL VELEZ DIRECTOR 1.00 X 0 0 0 MARY A GUERRERA EXECUTIVE DIRECTOR 45.00 X 151131 0 13687 LUANN BUONO BUSINESS DIRECTOR 40.00 X 109339 0 12887 MELISSA HOLROYD DEVELOPMENT DIRECTOR 40.00 X 101542 0 19158 362012 0 45732 3 0 1 0 0 16050 2540531 628346 23234 3184927 HOUSING FOR CLIENTS 531110 286956 286956 286956 53310 53310 8000 0 8000 8000 8000 62900 16050 28274 34626 34626 3567819 286956 0 95936 166910 125617 41293 1711101 1396966 262309 51826 30826 24394 5147 1285 273443 221553 44152 7738 155464 125985 25097 4382 63735 14665 49070 30815 8591 11627 10597 289269 256206 30778 2285 3159 3159 249715 244345 4995 375 73212 68836 3734 642 CLIENT MEALS AND KITCHE 159405 159405 COMMUNICATIONS 95718 60027 33551 2140 CLIENT SUPPORT 56443 56214 229 MISCELLANEOUS 31464 23530 4505 3429 40733 40733 3431412 2830226 516487 84699 363478 491393 1003692 1120954 115898 181189 35521 33536 6075995 3570334 2686313 2505661 264993 298206 260217 274758 78137 55006 4808249 4960703 196615 203098 101775 88807 76473 49054 374863 340959 X 4278240 4455726 155146 164018 4433386 4619744 4808249 4960703 136407 52799 -2848 0 X X 0 1 X 1 0 X 2378403 2276786 2483471 2970029 3184927 13293616 2378403 2276786 2483471 2970029 3184927 13293616 13293616 1091 898 23339 54586 53310 133224 740 1020 1760 13428600 1251532 0.98990 0.99200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 241111 24842 11404 254549 237481 16341 12711 241111 229303 20470 12292 237481 279194 -38507 11384 229303 228432 61455 10693 279194 0.43500 0.56500 1 0 155517 155517 2593418 1400513 1192905 2898296 1884847 1013449 321186 258014 63172 107578 26960 80618 2505661 INVESTMENT FUND AT COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 274758 F 274758 AMOUNT HELD AS AGENT 6737 LEASE LIABILITY 42317 49054 3622812 52799 5042 57841 3564971 2848 2848 3567819 3436454 5042 5042 3431412 0 3431412 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO PROVIDE INCOME FOR PROGRAMS IN PERPETUITY. A NIGHT AT THE MUSEUM 78950 16050 62900 10318 11902 450 5604 78950 16050 62900 10318 11902 450 5604 28274 34626 X 0 0 0 0 0 0 0 0 0 MARY A GUERRERA EXECUTIVE DIRECTOR 151131 0 0 0 0 0 0 0 13687 0 164818 0 0 0 X 9762 23234 FMV PER POUND 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED AND REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND THE EXECUTIVE DIRECTOR. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. AS PART OF THE REVIEW PROCESS, OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING ANY BUSINESS OR PERSONAL RELATIONSHIPS WHICH MAY PRESENT A CONFLICT OF INTEREST. THE PRESIDENT OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING ALL DISCLOSURE STATEMENTS AND REPORTING ANY POTENTIAL AREAS OF CONCERN TO THE FULL BOARD AND THE EXECUTIVE DIRECTOR. ANY DIRECTOR HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST IN A MATTER BEFORE THE BOARD OF DIRECTORS MUST RECUSE HIM/HERSELF FROM VOTING ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE. DECISIONS ON SALARY ADJUSTMENTS ARE MADE BY THE PRESIDENT IN COLLABORATION WITH THE FINANCE COMMITTEE. ALL OTHER KEY EMPLOYEES RECEIVE PERIODIC REVIEWS BY THEIR DIRECT SUPERVISOR. THE BOARD OF DIRECTORS ADOPTS A BUDGET FOR SALARY INCREASES AS PART OF ITS ANNUAL BUDGET PREPARATION. FORM 990, PART VI, SECTION C, LINE 18 IT MAY ALSO BE VIEWED ON THE GIVEGREATER.ORG WEBSITE. FELLOWSHIP PLACE UPDATES THE AGENCY'S PROFILE ON THIS SITE AT LEAST ANNUALLY AND POSTS THE CURRENT 990 AS PART OF THE REGULAR UPDATES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FROM A MEMBER OF THE PUBLIC, THE ORGANIZATION WILL FORWARD BY U.S. MAIL OR, IF AVAILABLE, ELECTRONIC MAIL, ALL GOVERNING DOCUMENTS (E.G. BY-LAWS, CERTIFICATE OF INCORPORATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS.) FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE, AS PART OF THE BOARD OF DIRECTORS, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT AUDITORS. NO CHANGE FROM PRIOR YEARS.