2026-05-15T19:22:36-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 133460251 334-336 BERGEN STREET HOUSING DEVELOPMENT FUND CORPORATION 334- 2128701132 475 RIVERSIDE DRIVE 1244 NEW YORK NY 10115 ABBI ROBINSON-HOBSON CFO 2128701132 2026-05-15 1 1 EVA MRUK P00543254 9143818900 2026-05-15 2024 2025-03-06 01:10:19Z DAMYN KELLY 475 RIVERSIDE DRIVE 1244 NEW YORK NY 10115 1755286 0 X WWW.LSSNY.ORG X 1988 NY OPERATE AND LEASE LOW-INCOME, SUPPORTIVE HOUSING FOR MENTALLY ILL AND CHRONICALLY HOMELESS PERSONS. 17 17 13 22 0 0 1301296 1197859 483031 525010 0 0 52522 32417 1836849 1755286 0 0 0 0 771295 836071 0 0 0 819458 840946 1590753 1677017 246096 78269 1948294 1878170 1140008 991615 808286 886555 TO OPERATE AND LEASE LOW-INCOME, SUPPORTIVE HOUSING FOR THE MENTALLY ILL AND CHRONICALLY HOMELESS PERSONS. 0 0 1363882 0 525010 PROVIDES SUPPORTIVE HOUSING PROGRAMS FOR MENTALLY ILL RESIDENTS IN BROOKLYN, NEW YORK. INCLUDES 58 RESIDENTIAL UNITS. SERVICES INCLUDE INDIVIDUAL ADVOCACY, COUNSELING, FINANCIAL AWARENESS, AND SELF SUSTENANCE. 1363882 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X ABBI ROBINSON-HOBSON 2128701132 475 RIVERSIDE DRIVE 1244 NEW YORK NY 10115 HARRISON OELLRICH CHAIR 0.10 0.90 X X 0 0 0 RACHEL COHEN VICE CHAIR 0.10 0.90 X X 0 0 0 ROBIN ROBIN SECRETARY THRU DEC. 2024 0.10 0.90 X X 0 0 0 STEVEN JONES TREASURER 0.10 0.90 X X 0 0 0 ANDIS AKERFELDS BOARD DIRECTOR 0.10 0.90 X 0 0 0 LAURA BAUER BOARD DIRECTOR 0.10 0.90 X 0 0 0 LAVONNE BOST-BARKSDALE BOARD DIRECTOR THRU DEC. 2024 0.10 0.90 X 0 0 0 DARYL GOODWIN BOARD DIRECTOR 0.10 0.90 X 0 0 0 LOIS JENKINS BOARD DIRECTOR 0.10 0.90 X 0 0 0 MARVA JENKINS BOARD DIRECTOR THRU DEC. 2024 0.10 0.90 X 0 0 0 BARBARA JOHNSON BOARD DIRECTOR 0.10 0.90 X 0 0 0 REBECCA JOHNSON BOARD DIRECTOR 0.10 0.90 X 0 0 0 HARRY PACKMAN BOARD DIRECTOR 0.10 0.90 X 0 0 0 GEORGES RAMALANJAONA BOARD DIRECTOR 0.10 0.90 X 0 0 0 DIANA RIVKIN BOARD DIRECTOR THRU DEC. 2024 0.10 0.90 X 0 0 0 PAUL SAUERACKER BOARD DIRECTOR 0.10 0.90 X 0 0 0 JENNIFER SMITH BOARD DIRECTOR 0.10 0.90 X 0 0 0 RON TOMPKINS BOARD DIRECTOR 0.10 0.90 X 0 0 0 AISHA TORRENCE BOARD DIRECTOR 0.10 0.90 X 0 0 0 DARREL UPSON BOARD DIRECTOR 0.10 0.90 X 0 0 0 SAMANTHA WILLIAMS BOARD DIRECTOR 0.10 0.90 X 0 0 0 DAMYN KELLY PRESIDENT & CEO 5.00 30.00 X 0 301156 25239 KARON NORMAN CPO 5.00 30.00 X 0 219133 43225 RINKU BHATTACHARYA CFO THRU JULY 2024 5.00 30.00 X 0 129266 20404 CHARLES VENTO CFO THRU FEB. 2025 5.00 30.00 X 0 129750 0 0 779305 88868 0 0 1 0 LUTHERAN SOCIAL SERVICES OF NEW YORK 475 RIVERSIDE DRIVE 1244 NEW YORK NY 10115 MANAGEMENT SERVICES 179958 1 1197859 1197859 PROGRAM RENTAL INCOME 532000 525010 525010 525010 OTHER REVENUE 900099 32417 32417 32417 1755286 525010 0 32417 X 607842 607842 24767 24767 148717 148717 54745 54745 187921 187921 4029 4029 18449 18449 224509 224509 56831 56831 5854 5854 107175 107175 2066 2066 1295 1295 79369 79369 15417 15417 BAD DEBT EXPENSE 45845 45845 FOOD EXPENSES 43566 43566 CONSUMABLE SUPPLIES 32377 32377 CLIENT SUPPORT EXPENSES 12552 12552 3691 3691 1677017 1363882 313135 0 21530 62652 1275797 310863 179 3270 2616638 2135086 560921 481552 89867 1019833 1948294 1878170 236533 294373 509757 125407 35295 14224 358423 557611 1140008 991615 X 808286 886555 0 0 808286 886555 1948294 1878170 78269 0 X 0 1 X 1 1 1 X 837779 1007248 1296806 1301296 1197859 5640988 438771 433872 447603 483031 525010 2328287 1276550 1441120 1744409 1784327 1722869 7969275 0 0 0 7969275 5000 52522 32417 89939 1281550 1441120 1744409 1836849 1755286 8059214 0.98880 0.99150 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 5,000. 2024 AMOUNT: $ 32,417. WRITE-OFF - 2023 AMOUNT: $ 52,522. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2 2 2610986 2129436 481550 5650 5650 0 481552 TENANT SECURITY DEPOSITS 156788 SECURITY DEPOSITS 2715 DUE FROM AFFILIATES 860330 1019833 DUE TO AFFILIATES 557611 557611 X 1755286 0 1755286 0 1755286 1677017 0 1677017 0 1677017 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR TENANTS IN AN ESCROW ACCOUNT. THESE DEPOSITS ARE RETURNED TO THE TENANTS ONCE THEY MOVE OUT OF THE APARTMENT. PART X, LINE 2: BERGEN RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT BERGEN HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. BERGEN IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2022. 0 0 0 0 0 0 0 0 0 DAMYN KELLY PRESIDENT & CEO 0 300000 0 0 0 1156 0 24000 0 1239 0 326395 0 0 KARON NORMAN CPO 0 218376 0 0 0 757 0 16682 0 26543 0 262358 0 0 PART I, LINE 3 THE PRESIDENT & CEO IS PAID BY LUTHERAN SOCIAL SERVICES OF NEW YORK (LSSNY), A RELATED ORGANIZATION. LSSNY USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION FOR THE OFFICERS: COMPENSATION COMMITTEE, WRITTEN CONTRACT AGREEMENT, FORM 990S OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 334-336 BERGEN STREET HOUSING DEVELOPMENT FUND CORPORATION HAS A MANAGEMENT AGREEMENT WITH LSSNY, A RELATED ORGANIZATION, TO PROVIDE MANAGEMENT SERVICES, WHICH INCLUDE, BUT ARE NOT LIMITED TO, ACCOUNTING AND FINANCIAL OPERATIONS, ADMINISTRATIVE AND PROGRAM SUPPORT, HUMAN RESOURCES, INFORMATION TECHNOLOGY, AND GENERAL MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ORGANIZATION IS THE BOARD OF DIRECTORS OF LUTHERAN SOCIAL SERVICES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A BY THE CERTIFICATE OF INCORPORATION OR THE BY-LAWS, AT EACH MEETING FOR THE ELECTION OF DIRECTORS, AT WHICH QUORUM SHALL BE PRESENT, THE PERSONS RECEIVING A MAJORITY OF THE VOTES SHALL BE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO THE BY-LAWS OF THE ORGANIZATION, CERTAIN GOVERNANCE DECISIONS ARE RESERVED TO THE MEMBERS OF THE ORGANIZATION, INCLUDING THE ELECTION OF DIRECTORS AND APPROVAL OF BY-LAW AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS THE FORM 990 IS REVIEWED BY MANAGEMENT. THEN A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE WHEN THERE IS A RELATED PARTY TRANSACTION AND A POTENTIAL CONFLICT. IN ADDITION, EACH BOARD MEMBER AND OFFICER MUST SUBMIT A YEARLY DISCLOSURE STATEMENT. IN THE CASE OF A POTENTIAL CONFLICT/RELATED PARTY TRANSACTION, A DULY CONSTITUTED COMPLIANCE COMMITTEE CONSISTING SOLELY OF INDEPENDENT DIRECTORS WILL CONSIDER AND ADDRESS THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 8,944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,944. CONSULTANTS: PROGRAM SERVICE EXPENSES 2,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,760. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 212,805. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,805. LUTHERAN SOCIAL SERVICES OF METROPOLITAN NEW YORK 475 RIVERSIDE DRIVE NEW YORK NY 10115 132658548 SOCIAL SERVICES AGENCY FOR PEOPLE OF ALL AGES TO REACH THEIR FULL POTENTIAL NY 501(C)(3) LINE 1 LUTHERAN SOCIAL SERVICES OF NEW YORK 0 THE NEW LIFE SCHOOL 475 RIVERSIDE DRIVE NEW YORK NY 10115 204597888 PROVIDES EDUCATIONAL SERVICES TO HANDICAPPED CHILDREN NY 501(C)(3) LINE 2 LUTHERAN SOCIAL SERVICES OF NEW YORK 0 MUHLENBERG COMMUNITY HOUSING DEVELOPMENT 475 RIVERSIDE DRIVE NEW YORK NY 10115 133826209 PROVIDES EDUCATIONAL SERVICES TO HANDICAPPED CHILDREN NY 501(C)(3) LINE 7 LUTHERAN SOCIAL SERVICES OF NEW YORK 0 ST JOHN'S COMMUNITY HDFC 475 RIVERSIDE DRIVE NEW YORK NY 10115 133632175 PROVIDES SERVICES TO THE DISABLED HOMELESS NY 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF NEW YORK 0 LUTHERAN SOCIAL SERVICES OF NEW YORK 475 RIVERSIDE DRIVE NEW YORK NY 10115 452799940 SOCIAL SERVICES AGENCY FOR PEOPLE OF ALL AGES TO REACH THEIR FULL POTENTIAL NY 501(C)(3) LINE 1 N/A 0 LUTHERAN FAMILY AND COMMUNITY SERVICES 475 RIVERSIDE DRIVE NEW YORK NY 10115 133284257 COMMUNITY SERVICES NY 501(C)(3) LINE 1 LUTHERAN SOCIAL SERVICES OF NEW YORK 0 335 EAST 165TH STREET HOUSING DEVELOPMENT FUND CORPORATION 475 RIVERSIDE DRIVE NEW YORK NY 10115 342025698 RESIDENTIAL SERVICES NY 501(C)(3) LINE 1 ST JOHN'S COMMUNITY HDFC 0 LUTHERAN DISASTER RESPONSE OF NEW YORK INC 475 RIVERSIDE DRIVE NEW YORK NY 10115 134196140 RESIDENTIAL SERVICES NY 501(C)(3) LINE 1 LUTHERAN SOCIAL SERVICES OF NEW YORK 0 ST JOHN'S HOUSE II LP 1182 WASHINGTON AVENUE BRONX NY 10456 201225457 REAL ESTATE NY ENTERPRISE HOUSING ALLIANCE FUND LP UNRELATED 0 0 HEINEMEIER OPERATING CORP 475 RIVERSIDE DRIVE NEW YORK NY 10115 201225386 RESIDENTIAL SERVICES NY ST JOHN'S COMMUNITY HDFC C 0 NEW TIMES PLAZA OPERATING CORP 475 RIVERSIDE DRIVE NEW YORK NY 10115 133836493 GENERAL PARTNER IN LOW- INCOME HOUSING PROPERTY NY LUTHERAN SOCIAL SERVICES OF NEW YORK C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0