2025-05-01T06:31:26-05:00 2024-06-30 251638525 GROSSMAN YANAK & FORD LLP 444 LIBERTY AVENUE SUITE 500 PITTSBURGH PA 15222 990 2023-07-01 250984606 HOLY FAMILY INSTITUTE HOLY 4127664030 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 JENNIFER HOERSTER COO 4127664030 2025-04-29 1 0 RICHARD E DYNOSKE P00095538 4123389300 2025-04-28 2023 2025-03-06 01:10:19Z SISTER LINDA YANKOSKI 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 26477316 0 X WWW.HFI-PGH.ORG X 1900 PA HOLY FAMILY INSTITUTE EMPOWERS CHILDREN AND FAMILIES TO LEAD RESPONSIBLE AND HEALTHY LIVES. 17 15 513 91 0 0 22741502 22030452 5615241 4319625 0 -21142 55635 126894 28412378 26455829 3021571 1425822 0 0 21851863 20781239 0 0 426650 6239868 6019031 31113302 28226092 -2700924 -1770263 16875369 15877706 2018052 2627234 14857317 13250472 X ROOTED IN THE HERITAGE OF THE SISTERS OF THE HOLY FAMILY NAZARETH, HOLY FAMILY INSTITUTE (HFI) EMPOWERS CHILDREN AND FAMILIES TO LEAD RESPONSIBLE LIVES AND DEVELOP HEALTHY RELATIONSHIPS BUILT ON FAITH, HOPE, AND LOVE. 0 1 27315474 1425822 4421777 HOLY FAMILY INSTITUTE PROVIDES A WIDE RANGE OF PROGRAMS TO IMPROVE THE LIVES OF CHILDREN AND FAMILIES, FROM HELPING YOUTH SUCCEED IN SCHOOL AND IN THE WORKPLACE, TO SUPPORTING FAMILIES DEALING WITH TRAUMA ISOLATION AND POVERTY. THESE LIFE-CHANGING SERVICES ARE PROVIDED WHERE THEY ARE NEEDED MOST: IN HOMES, IN SCHOOLS, AND IN THE COMMUNITY. HOLY FAMILY INSTITUTE IS FULLY ACCREDITATION BY THE COUNCIL OF ACCREDITATION (COA). HOLY FAMILY INSTITUTE OFFERS JOURNEY OF HOPE PROGRAM. EDUCATIONAL PROGRAMS, IN-HOME SERVICES AND UTILITY ASSISTANCE PROGRAMS. 27315474 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 31 0 1 513 1 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JENNIFER HOERSTER 4127664030 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 SR LINDA YANKOSKICSFNEDD CEO (EX-OFFICIO) 40.00 X X 0 0 263843 MICHAEL SEXAUER PRESIDENT (EX-OFFICIO) 40.00 X X 213727 0 6398 MARK PALASTRO CFO 40.00 X 150549 0 17254 RAYMOND BETZ CHIEF ADMINISTRATIVE OFFICER 40.00 X 141939 0 21781 HAILEY JULIANO EXECUTIVE VP, RESIDENTIAL COMPLIANCE & OPERATIONS 40.00 X 87167 0 9093 STACI BROGAN CPA CHAIR 1.00 X X 0 0 0 JOHN F WINGERTER VICE CHAIR 1.00 X X 0 0 0 MARK J MINNAUGH TREASURER 1.00 X X 0 0 0 LORETTA ADAMS SECRETARY 1.00 X X 0 0 0 CARLOTA M BOHM TRUSTEE 1.00 X 0 0 0 ROSEMARY CORSETTI TRUSTEE 1.00 X 0 0 0 SISTER JANICE FULMER CSFN TRUSTEE 1.00 X 0 0 0 JAMES HAGGERTY TRUSTEE 1.00 X 0 0 0 SISTER THEA KRAUSE CSFN TRUSTEE 1.00 X 0 0 0 CAROL S MAC PHAIL TRUSTEE 1.00 X 0 0 0 SISTER CYNTHIA MEYER CSFN TRUSTEE 1.00 X 0 0 0 TIMOTHY NOELKER TRUSTEE 1.00 X 0 0 0 RONALD PETNUCH ESQUIRE TRUSTEE 1.00 X 0 0 0 MONIQUE F POLAS MBA CTP TRUSTEE 1.00 X 0 0 0 NICHOLAS P VARI TRUSTEE 1.00 X 0 0 0 593382 0 318369 3 0 1 0 0 233601 21718620 78231 22030452 PROGRAM SERVICE FEES 611710 4094538 4094538 ADMINISTRATIVE FEES 561000 225087 225087 4319625 3600 0 3600 3600 3600 345 21487 -21142 -21142 -21142 MISCELLANEOUS 561000 123294 123294 123294 26455829 4421777 0 3600 1180567 1180567 245255 245255 483968 483968 16659634 16318546 341088 2249086 2204461 44625 1388551 1360741 27810 871136 861188 9948 1033425 1031732 1693 264839 263513 1326 1902601 1891884 10717 586102 584666 1436 81006 79589 1417 29782 28651 1131 762576 761950 626 EQUIPMENT 197084 190501 6583 MISCELLANEOUS 167921 192662 -24741 EMPLOYEE RELATED RECRUI 67266 66973 293 POSTAGE 26173 25339 834 29120 27256 1864 28226092 27315474 483968 426650 3181825 4172086 380798 2849483 2693777 98163 111496 25411753 17115552 8734880 8296201 1630220 604146 16875369 15877706 1447219 2134003 19505 19505 551328 473726 2018052 2627234 X 14446424 13024534 410893 225938 14857317 13250472 16875369 15877706 X -1770263 142276 21142 X X 0 1 X 1 0 X 13373778 16852532 23653256 22741502 22030452 98651520 13373778 16852532 23653256 22741502 22030452 98651520 98651520 11650 3600 3600 3600 3600 26050 246165 233289 118095 52035 123294 772878 99450448 20947380 0.99200 0.99160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44515 44515 5336057 3730265 1605792 14331370 8690876 5640494 4317117 170718 4146399 1382694 4523693 -3140999 8296201 OBLIGATIONS UNDER OPERATING LEASES 279356 OBLIGATIONS UNDER FINANCE LEASES 184396 OTHER LIABILITIES - REFUNDABLE DEPOSITS 9974 473726 X 26385646 142276 142276 26243370 212459 212459 26455829 27045525 0 27045525 1180567 1180567 28226092 PART X, LINE 2: FIN 48 FOOTNOTE - THE INTERNAL REVENUE SERVICE HAS RECOGNIZED HFI AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS FURTHER CLASSIFIED HFI AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, A PROVISION FOR FEDERAL OR STATE INCOME TAX IS NOT REQUIRED. AFTER AN ASSESSMENT OF HFI'S TAX POSITIONS, MANAGEMENT BELIEVES THAT THERE IS NO LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 OR 2023. HFI IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE JUNE 30, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSETS DISPOSAL -21,142. GRANT RECEIVED FROM AFFILIATED HFF 233,601. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT TO AFFILIATED NP 1,180,567. 1 NAZARETH PREP 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 232939532 501(C)(3) 1180567 0 PROGRAM SUPPORT TRANSPORTATION 180 FMV PERSONAL CARE 29109 FMV CLOTHING 141692 FMV MEDICAL 14635 FMV RECREATION 50169 FMV ALLOWANCES 6421 FMV MISCELLANEOUS 3049 FMV PART I, LINE 2: HOLY FAMILY INSTITUTE PROVIDES CASH FUNDS TO ITS RESIDENTS FOR VARIOUS PERSONAL, MEDICAL, AND RECREATIONAL ACTIVITIES. THE RESIDENTS USE THESE FUNDS WHILE UNDER THE SUPERVISION OF HOLY FAMILY INSTITUTE STAFF. POLICIES ARE IN PLACE AT HOLY FAMILY INSTITUTE WHICH DICTATE THE DOCUMENTATION REQUIRED TO BE MAINTAINED ON THESE TYPES OF CASH EXPENDITURES. X 0 1 X X X 0 0 0 0 0 0 0 0 0 SR LINDA YANKOSKICSFNEDD CEO (EX-OFFICIO) 0 0 0 0 0 0 250324 0 13519 0 263843 0 0 0 MICHAEL SEXAUER PRESIDENT (EX-OFFICIO) 213727 0 0 0 0 0 0 0 6398 0 220125 0 0 0 MARK PALASTRO CFO 150549 0 0 0 0 0 0 0 17254 0 167803 0 0 0 PART I, LINE 1B EXPENSES FOR THE RESIDENCE FOR PERSONAL USE ARE PAID BASED FROM ACTUAL INVOICES RECEIVED. COMPENSATION WAS NOT PAID DIRECTLY TO SISTER LINDA YANKOSKI. PAYMENTS WERE MADE TO HER ORDER, SISTERS OF THE HOLY FAMILY OF NAZARETH. STACI BROGAN BOARD CHAIR 17516 BUSINESS PROCESS REVIEW SERVICES & LEASE ACCOUNTING SOFTWARE FROM SCHNEIDER DOWNS & CO 0 ROSEMARY CORSETTI BOARD MEMBER 1330 LEGAL SERVICE FROM BUCHANAN INGERSOLL & ROONEY 0 FORM 990, PART III, LINE 3 PROGRAMS FOR SUBSTANCE ABUSE AND ADDICTION COUNSELING MENTAL HEALTH COUNSELING CLOSED DURING THE FISCAL YEAR ENDED 6/30/2024. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF HOLY FAMILY INSTITUTE (CORPORATION) SHALL BE CSFN MISSION & MINISTRY, INC., A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER MAY EXERCISE ITS RESERVED POWERS BY TAKING EITHER OF THE FOLLOWING ACTIONS: (A) THE BOARD OF DIRECTORS OF THE MEMBER MAY ACT ON THE MEMBER'S BEHALF IN EXERCISING THE MEMBER'S RESERVED POWERS OVER THE CORPORATION. (B) THE BOARD OF DIRECTORS OF THE MEMBER MAY BY RESOLUTION APPOINT ANY TWO OFFICERS OF THE MEMBER TO ACT ON THE MEMBER'S BEHALF AND SUCH AUTHORIZATION MAY BE GENERAL OR LIMITED TO SPECIFIC INSTANCES. THE GOVERNANCE AND OPERATIONS OF THE CORPORATION SHALL BE SUBJECT TO THE MEMBER'S RIGHT TO EXERCISE RESERVED POWERS. THESE RESERVED POWERS INCLUDE THE RIGHT TO APPOINT AND REMOVE THE BOARD OF DIRECTORS OR ANY ONE OR MORE OF THE DIRECTORS OF THE CORPORATION, THE PRESIDENT/CEO OF THE CORPORATION, AND THE CHIEF EXECUTIVE OFFICER OF ANY AFFILIATE. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE AND OPERATIONS OF THE CORPORATION SHALL BE SUBJECT TO THE MEMBER'S RIGHT TO EXERCISE RESERVED POWERS. THESE RESERVED POWERS INCLUDE THE RIGHT TO: (A)APPROVE THE RECOMMENDATION OF THE BOARD OF DIRECTORS TO APPOINT OR REMOVE THE BOARD OF DIRECTORS, OR ANY ONE OR MORE OF THE DIRECTORS OF THE CORPORATION, THE PRESIDENT/CEO OF THE CORPORATION, AND THE CHIEF EXECUTIVE OFFICER OF ANY AFFILIATE; (B)APPROVE THE PURCHASE, SALE, ALIENATION, EXCHANGE, LEASE OR ENCUMBRANCE OF ANY REAL PROPERTY OF THE CORPORATION OR ANY AFFILIATE; (C)APPROVE THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR OF ANY AFFILIATE; (D)APPROVE THE MERGER OR DISSOLUTION OF THE CORPORATION OR OF ANY AFFILIATE; (E)APPROVE NON-BUDGETED BORROWING OR FINANCIAL OBLIGATION BY THE CORPORATION IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER; (F)APPROVE ANY INCREMENTAL OR ADDITION TO THE DEBT AND/OR RENEGOTIATION, MODIFICATION OR OTHER CHANGE OF EXISTING DEBT OF THE CORPORATION; (G)APPROVE THE FORMATION OF ANY AFFILIATE; (H)ADOPT POLICIES TO IMPLEMENT THE RESERVED POWERS OF THE MEMBER FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT 990 IS REVIEWED BY THE CFO, PRESIDENT, AND FINANCE COMMITTEE AND MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE. IF IT IS BELIEVED A MEMBER HAS FAILED TO DISCLOSE, THE MEMBER SHALL BE INFORMED OF THE BASIS FOR SUCH BELIEF AND THE BOARD WILL AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE FAILURE TO DISCLOSE. IF DEEMED NECESSARY THE BOARD SHALL TAKE APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF HOLY FAMILY INSTITUTE (HFI) THAT ALL EXECUTIVE COMPENSATION PAID BY THE ORGANIZATION IS REASONABLE BASED UPON A REVIEW OF COMPARABILITY INFORMATION. THE POLICY PROVIDES A PROCEDURE FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE OFFICERS, DIRECTORS, CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL, AND KEY EMPLOYEES OF THE ORGANIZATION CONSISTENT WITH APPLICABLE FEDERAL TAX LAW AND PENNSYLVANIA LAW, WITH PARTICULAR EMPHASIS ON "DISQUALIFIED PERSONS." USING COMPARABILITY DATA OF LIKE ORGANIZATIONS, COMPENSATION IS AWARDED AFTER IT IS REVIEWED AND APPROVED BY THE HUMAN RESOURCES COMMITTEE. SUCH ACTIONS ARE RECORDED IN THE MINUTES OF THE HUMAN RESOURCES COMMITTEE MEETING. ONLY PERSONS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE INVOLVED. FORM 990, PART VI, SECTION C, LINE 19 THE ABOVE ITEMS ARE AVAILABLE UPON REQUEST AT HOLY FAMILY INSTITUTE'S ADMINISTRATIVE LOCATION DURING NORMAL BUSINESS HOURS. IN ADDITION, THE ORGANIZATION'S 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: LOSS ON FIXED ASSETS DISPOSAL 21,142. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THIS PROCESS FOR 2023-2024. ADDITIONAL INFORMATION EACH YEAR HFI PUBLISHES ITS ANNUAL REPORT ON THE WEBSITE AT WWW.HFI-PGH.ORG. IN ADDITION, HFI REPORTS ON ACHIEVEMENTS AND CHALLENGES IN THE HOLY LIGHT NEWSLETTER, WHICH IS ALSO AVAILABLE ON THE WEBSITE. FORM 990, PART VII COMPENSATION WAS NOT PAID DIRECTLY TO SISTER LINDA YANKOSKI . ALL PAYMENTS WERE MADE TO HER ORDER, "SISTERS OF THE HOLY FAMILY OF NAZARETH". IN ADDITION TO THE COMPENSATION NOTED, SISTER LINDA YANKOSKI WAS ALSO PROVIDED WITH HOUSING AND THE USE OF A VEHICLE. HOLY FAMILY FOUNDATION 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 251688439 CHARITABLE, RELIGIOUS, AND EDUCATION PA 501(C)(3) LINE 7 N/A 0 NAZARETH PREP 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 232939532 EDUCATIONAL SERVICES PA 501(C)(3) LINE 7 N/A 0 ST MARY'S VILLA FOR CHILDREN AND FAMILIES 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 251888889 SERVICES FOR CHILDREN AND FAMILIES PA 501(C)(3) LINE 7 N/A 0 SISTERS OF HOLY FAMILY OF NAZARETH 310 NORTH RIVER ROAD DES PLAINES IL 60010 205728349 RELIGIOUS, CHARITABLE, AND EDUCATION IL 501(C)(3) LINE 1 N/A 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 HOLY FAMILY FOUNDATION L 31685 CASH PAYMENTS NAZARETH PREP L 290303 CASH PAYMENTS HOLY FAMILY FOUNDATION C 233601 CASH PAYMENTS HOLY FAMILY FOUNDATION D 126397 CASH PAYMENTS NAZARETH PREP D 16823 CASH PAYMENTS