2025-05-07T14:32:46-05:00 2024-06-30 333709623 COHNREZNICK ADVISORY LLC 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2023-07-01 133165181 BAILEY HOUSE INC BAIL 2126332500 57 WILLOUGHBY ST 2ND FL BROOKLYN NY 11201 IAN HANLEY CFO 3474737400 2025-05-07 1 1 LORI ROTHE YOKOBOSKY P01273422 2122970400 2025-05-05 2023 2025-03-06 01:10:19Z CHARLES KING 57 WILLOUGHBY ST 2ND FL BROOKLYN NY 11201 20081440 0 X WWW.BAILEYHOUSE.ORG X 1983 NY ASSIST PEOPLE WITH HIV/AIDS OR OTHER ILLNESSES THROUGH HOUSING, HEALTH SERVICES AND COMMUNITY. 10 8 166 8 0 0 873695 366336 23242605 19596965 0 0 -94351 -76710 24021949 19886591 0 0 0 0 9699870 8769116 0 0 33511 15308398 13217970 25008268 21987086 -986319 -2100495 16795098 33706846 3086794 22099037 13708304 11607809 X BAILEY HOUSE'S MISSION IS TO HELP TRANSFORM THE LIVES OF PEOPLE WITH OR AT RISK OF HIV/AIDS OR OTHER CHRONIC ILLNESSES THROUGH HOUSING, HEALTH SERVICES AND COMMUNITY. 0 0 21603907 19688854 THE SUPPORTIVE HOUSING PROGRAM PROVIDED PERMANENT HOUSING TO LOW-INCOME, FORMERLY HOMELESS INDIVIDUALS AND FAMILIES LIVING WITH HIV/AIDS IN MANHATTAN, BROOKLYN, QUEENS AND THE BRONX THROUGH SCATTER SITE APARTMENTS AND TWO CONGREGATE RESIDENCES. THE PROGRAM ALSO HELPS ENSURE THAT RESIDENTS ARE CONNECTED TO HEALTHCARE AND THAT THEY RECEIVE COUNSELING AND WORKSHOPS FOCUSED ON HEALTH EDUCATION HOUSING-RELATED SKILLS DEVELOPMENT. AMONG OUR PROGRAMS INCLUDE PROJECT FIRST, WHICH PLACES FORMERLY INCARCERATED PEOPLE LIVING WITH HIV/AIDS IN PERMANENT HOUSING AND ASSISTS WITH HOUSING PLACEMENT SERVICES. THE RECIDIVISM RATE OF CLIENTS IN THE PROGRAM IS FAR BELOW THE NATIONAL AVERAGE. OUR STARS PROGRAM PROVIDES HOUSING FOR FORMERLY HOMELESS AND LGBT YOUNG ADULTS LIVING WITH HIV/AIDS, 100% OF WHOM BECOME CONNECTED TO HEALTHCARE AND BENEFITS TO IMPROVE THEIR HEALTH OUTCOMES AND SOCIO-ECONOMIC STATUS. THE BEHAVIORAL HEALTH AND COMMUNITY SERVICES PROGRAM PROVIDED SERVICES TO LOW-INCOME PEOPLE, ALL OF WHOM LIVE WITH EITHER HIV/AIDS OR OTHER CHRONIC ILLNESSES. SERVICES ARE DESIGNED TO ELIMINATE BARRIERS TO CARE AND INCREASE ACCESS TO QUALITY MEDICAL CARE VIA MEDICAL CASE MANAGEMENT AND PATIENT NAVIGATION. OVER THE COURSE OF THE YEAR, BAILEY HOUSE OFFERED PEER-BASED SUPPORT GROUPS FOCUSING ON HEALTH EDUCATION, RECOVERY, AND RISK REDUCTION. THE HEALTH AND WELLNESS PROGRAM CONSISTS OF A FOOD PANTRY, PROVIDING FOOD ASSISTANCE VIA GROCERY BAGS FOR CLIENTS AND THE GREATER SURROUNDING COMMUNITY, AS WELL AS NUTRITION EDUCATION THROUGH FOOD AND MEAL PREPARATION DEMONSTRATIONS, NUTRITION WORKSHOPS AND PRINTED MATERIALS. LAST YEAR, THE FOOD PANTRY PROVIDED LOTS OF MEALS TO SUPPORT THE COMMUNITY. OUR EAST HARLEM NEIGHBORHOOD RECORDS THE HIGHEST RATE OF PSYCHIATRIC HOSPITALIZATIONS AND THE SECOND HIGHEST RATE OF SUICIDE. THE CLINIC OPERATES UNDER A HARM REDUCTION PHILOSOPHY, AND THE "SHOW RATE" FOR PATIENTS IS HIGHER THAN MANY CLINICS, AN EXTRAORDINARY ACCOMPLISHMENT GIVEN THE TARGET POPULATION TYPICALLY BEING DIFFICULT TO ENGAGE IN BEHAVIORAL HEALTH CARE. 21603907 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 166 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY NJ X IAN HANLEY 2126332500 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 CHARLES KING MEMBER/CHIEF EXECUTIVE OFFICER 1.00 39.00 X X 0 452553 20958 GREGORY SPRAGGINS MEMBER 1.00 1.00 X 0 0 0 JEFF JACQUES MD MEMBER 1.00 1.00 X 0 0 0 JENNIFER LACK-KAPLAN MEMBER 1.00 1.00 X 0 0 0 KATHERINE G WEINSTEIN MEMBER 1.00 1.00 X 0 0 0 KATHLEEN MCGIVNEY CHAIRPERSON 1.00 1.00 X X 0 0 0 LOUIS A BURNS SR MEMBER 1.00 1.00 X 0 0 0 MATTHEW BANEY TREASURER 1.00 1.00 X X 0 0 0 MATTHEW BERNARDO MEMBER 1.00 39.00 X 0 349156 33170 TED DAWSON MEMBER 1.00 1.00 X 0 0 0 ANDREW COAMEY EXECUTIVE DIRECTOR 1.00 39.00 X 0 248588 35201 JOLANTA ILCZUK CFO 1.00 39.00 X 0 266895 7199 JEWEL ALLRED VICE PRESIDENT HUMAN RESOURCES 40.00 X 173901 0 19464 KEVIN BLANK VICE PRESIDENT FOR HOUSIN 40.00 X 154157 0 41715 DARA WALKER SITE DIRECTOR BEHAVIORAL 40.00 X 120595 0 2753 DARA BIBB DIRECTOR OF HOUSING OPERATIONS 40.00 X 101541 0 12574 550194 1317192 173034 4 0 1 0 0 64819 301517 46318 366336 SERVICE CONTRACT REVENUE 624100 15455539 15455539 RESIDENT FEES 531390 2802173 2802173 MEDICAID REVENUE 624100 1339253 1339253 19596965 26250 64819 194849 -168599 -168599 REBATES AND REFUNDS 900099 79889 79889 PTAR REVENUE 900099 12000 12000 91889 19886591 19688854 0 -168599 7234901 7234901 54467 54467 808492 808492 671256 671256 1201701 1116263 85438 39595 34113 4477 1005 208619 208619 281672 239290 20724 21658 37780 11305 25874 601 743219 674773 60502 7944 57031 56721 310 7938596 7875100 63496 157495 157495 8152 8152 265906 174756 89157 1993 CLIENT EXPENSES 1527164 1527164 STAFF EXPENSES 42890 42890 CLIENT STIPENDS 15089 15089 EVENT EXPENSES 8517 8517 684544 684544 21987086 21603907 349668 33511 1358226 1482151 7051176 8494048 399203 283089 486966 484957 183891 176191 7699 7700 1106710 17327136 6385118 5627765 16795098 33706846 1908940 3991761 10000 0 1167854 18107276 3086794 22099037 X 13539791 11565899 168513 41910 13708304 11607809 16795098 33706846 -2100495 0 X X 0 1 X 1 1 1 X 746038 654266 610029 873695 392586 3276614 746038 654266 610029 873695 392586 3276614 3276614 362 362 105262 105262 203753 1529303 87684 60886 91889 1973515 5355753 102310352 0.61180 0.62190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 203,753. 2020 AMOUNT: $ 1,529,303. 2021 AMOUNT: $ 87,684. 2022 AMOUNT: $ 60,886. 2023 AMOUNT: $ 91,889. 148532 140832 7700 35359 35359 0 7700 DUE FROM AFFILIATES 4777166 SECURITY DEPOSITS 850599 5627765 DEFERRED RENT PAYABLE 18107276 18107276 X 190183940 170102500 170102500 20081440 -194849 -194849 19886591 193304185 171317099 171317099 21987086 0 21987086 PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUES 174,017,301. INTERCOMPANY ELIMINATIONS -3,914,801. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -194,849. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 172,537,051. INTERCOMPANY ELIMINATIONS -1,414,801. FUNDRAISING EXPENSES 194,849. 0 0 0 0 0 0 0 1 0 CHARLES KING MEMBER/CHIEF EXECUTIVE OFFICER 0 377391 0 74400 0 762 0 4500 0 16458 0 473511 0 0 MATTHEW BERNARDO MEMBER 0 290298 0 58600 0 258 0 5758 0 27412 0 382326 0 0 ANDREW COAMEY EXECUTIVE DIRECTOR 0 215630 0 32700 0 258 0 3429 0 31772 0 283789 0 0 JOLANTA ILCZUK CFO 0 230633 0 35500 0 762 0 4653 0 2546 0 274094 0 0 KEVIN BLANK VICE PRESIDENT FOR HOUSIN 145050 0 8879 0 228 0 3163 0 38552 0 195872 0 0 0 JEWEL ALLRED VICE PRESIDENT HUMAN RESOURCES 164073 0 9600 0 228 0 1661 0 17803 0 193365 0 0 0 PART I, LINE 3 CEO COMPENSATION IS DETERMINED BY THE PARENT ORGANIZATION, HOUSING WORKS, INC. PART I, LINE 7 INCLUDED IN COLUMN B(II) ARE AMOUNTS REFLECTING BONUS PAYMENTS. THESE AMOUNTS WERE APPROVED BY THE BOARD AND INCLUDED IN THE INDIVIDUAL'S W-2'S. X 2 46318 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER ON COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1: FOUNDED IN 1983 BAILEY HOUSE WAS THE FIRST ORGANIZATION IN THE NATION TO ADDRESS POVERTY & HOMELESSNESS AMONG PEOPLE LIVING WITH HIV/AIDS. SINCE THEN, BAILEY HOUSE HAS BEEN ON THE FOREFRONT OF CREATING INNOVATIVE SUPPORTIVE HOUSING & SERVICE DELIVERY MODELS THAT HAVE SERVED THOUSANDS OF MEN, WOMEN & CHILDREN AFFECTED BY HIV/AIDS. NOW OFFERING NEARLY 30 PROGRAMS, BAILEY HOUSE SERVICES FOCUS ON CONNECTING MEN AND WOMEN WITH LIVING WITH HIV/AIDS AND/OR OTHER CHRONIC ILLNESSES TO COMPREHENSIVE HEALTHCARE AND SUPPORTS THEM IN ADHERING TO TREATMENT & REMAINING IN CARE. BAILEY HOUSE PROVIDES HOUSING, HOUSING PLACEMENT ASSISTANCE, & MENTAL HEALTH SERVICES TO ADDRESS MAJOR BARRIERS TO CARE, INCLUDING HOMELESSNESS, MENTAL ILLNESS & DRUG USE. THIS APPROACH LEADS TO IMPROVED HEALTH OUTCOMES, HOUSING STABILITY, & IMPROVED EMOTIONAL HEALTH. BAILEY HOUSE IS ALSO A NATIONALLY RECOGNIZED MEMBER OF THE TRAUMA INFORMED LEARNING COMMUNITY, WHICH GUIDES ALL CLIENT SERVICES AND WORKFORCE POLICIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER (THE "MEMBER"), WHICH IS HOUSING WORKS, INC. THE MEMBER SHALL EXERCISE ITS MEMBERSHIP RIGHTS AND OBLIGATIONS THROUGH A MAJORITY OF ITS BOARD OF DIRECTORS AND ANY MEETING AT WHICH A QUORUM IS PRESENT, OR THROUGH AN INDIVIDUAL THAT THE MEMBER'S BOARD OF DIRECTORS APPOINTS TO ACT AS THE MEMBER IN ACCORDANCE WITH INSTRUCTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ONE MEMBER (THE "MEMBER"), WHICH IS HOUSING WORKS, INC. THE MEMBER SHALL EXERCISE ITS MEMBERSHIP RIGHTS AND OBLIGATIONS THROUGH A MAJORITY OF ITS BOARD OF DIRECTORS AND ANY MEETING AT WHICH A QUORUM IS PRESENT, OR THROUGH AN INDIVIDUAL THAT THE MEMBER'S BOARD OF DIRECTORS APPOINTS TO ACT AS THE MEMBER IN ACCORDANCE WITH INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION OPERATES UNDER THE CONFLICT OF INTEREST POLICY OF ITS PARENT ORGANIZATION, HOUSING WORKS, INC. EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE OF THE ORGANIZATION IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE ORGANIZATION. HOUSING WORKS, INC. MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUIRED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART VI, SECTION B, LINES 13 AND 14: THE ORGANIZATION OPERATES UNDER THE WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES OF ITS PARENT ORGANIZATION, HOUSING WORKS, INC. FORM 990, PART XII, LINE 3: THE ACCOUNTS OF HOUSING WORKS, INC. AND ITS AFFILIATES ARE AUDITED BY AN INDEPENDENT ACCOUNTANT AND ARE CONSOLIDATED FOR FINANCIAL STATEMENT PURPOSES. IN ADDITION, THE ORGANIZATION AS A WHOLE MEETS THE REQUIREMENT OF AN AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. EACH AFFILIATE ON ITS OWN MAY NOT MEET THE REQUIREMENT BUT THIS QUESTION WAS ANSWERED YES ON EACH AFFILIATE AS HOUSING WORKS, INC. AND ITS AFFILIATES ON THE WHOLE MET THE REQUIREMENT AND OBTAINED AN AUDIT ACCORDING TO THE ACT. BAILEY HOLT HOUSE HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 134045579 HOUSING NY 501(C)(3) LINE 12A, I BH 1 HIV LAW PROJECT INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133730564 LEGAL SERVICES NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS BROOKLYN HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 300055826 HOUSING NY 501(C)(3) LINE 12A, I HWI 0 HOUSING WORKS CLAREMONT HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 832385009 HOUSING NY 501(C)(3) LINE 10 HWI 0 HOUSING WORKS DEVELOPMENT FUND INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133775886 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS ENY HOUSING DEVELOPMENT FUND INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 113264348 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS FOOD SERVICES INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133974056 FOOD SERVICES NY 501(C)(3) LINE 10 HWI 0 HOUSING WORKS HARLEM HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 300055829 HOUSING NY 501(C)(3) LINE 10 HWI 0 HOUSING WORKS HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133775886 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS HEALTH SERVICES III INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133826364 HOMELESS AID NY 501(C)(3) LINE 10 HWI 0 HOUSING WORKS HULL INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 204753869 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133584089 HOMELESS AID NY 501(C)(3) LINE 7 N/A 0 HOUSING WORKS JEFFERSON AVE HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 611432867 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS LEXINGTON HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 200799665 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS LYMAN PROJECT HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 464555144 HOUSING NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS PITKIN AVENUE HDFC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 300055831 HOUSING NY 501(C)(3) LINE 10 HWI 0 HOUSING WORKS SERVICES II INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133818122 HOMELESS AID NY 501(C)(3) LINE 7 HWI 0 HOUSING WORKS SERVICES INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133779481 HOMELESS AID NY 501(C)(3) LINE 10 HWI 0 HOUSING WORKS THRIFT SHOP INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133676157 THRIFT SHOP NY 501(C)(3) LINE 12A, I HWI 0 HOUSING WORKS USED BOOK CAFE INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 260720507 USED BOOKS NY 501(C)(3) LINE 10 HWI 0 INTERCAMBIOS PUERTO RICO INC CALLE ROUND F-26 URB MONTE BRI FAJARDO PR 00738 660731885 HOMELESS AID PR 501(C)(3) LINE 7 HWI 0 POSITIVE HEALTH PROJECT 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 133845305 HEALTHCARE NY 501(C)(3) LINE 7 HWI 0 BRONX CLAREMONT PARKWAY GP 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 271527036 HOUSING NY N/A C 0 HOUSING WORKS CANNABIS LLC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 893932372 HOUSING NY N/A C 0 HOUSING WORKS CONSULTING INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 991874253 HOUSING NY N/A C 0 HOUSING WORKS LIRIO HOUSING DEVELOPMENT FUND CORPORATION 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 863362629 HOUSING NY N/A C 0 HW LIRIO INC 57 WILLOUGHBY STREET 2ND FL BROOKLYN NY 11201 872510987 HOUSING NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0