2026-05-13T09:21:02-05:00 2025-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-07-01 132645436 THE FORTUNE SOCIETY INC FORT 2126917554 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 ROBERT DELEON INTERIM PRESIDENT & CEO 2126917554 2026-05-12 1 1 KRISTEN CUMMINGS P01510495 2125038800 2026-05-12 2024 2025-03-06 01:10:19Z ROBERT DELEON 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 82050731 0 X WWW.FORTUNESOCIETY.ORG X 1967 NY THE FORTUNE SOCIETY'S MISSION IS TO SUPPORT SUCCESSFUL RE-ENTRY FROM INCARCERATION. PROMOTE ALTERNATIVES TO INCARCERATION, THUS STRENGTHENING THE FABRIC OF OUR COMMUNITIES. WE DO THIS BY OFFERING A COMPREHENSIVE ARRAY OF SERVICES, INCLUDING CAREER DEVELOPMENT, EDUCATION, HEALTH SERVICES, HOUSING, SUBSTANCE ABUSE TREATMENT, COUNSELING, DROP-IN-SERVICES AND ADVOCACY, TO SUPPORT EACH INDIVIDUAL'S NEEDS AND EXPERIENCES AS THEY ENTER THE FORTUNE SOCIETY. 28 28 972 55 0 0 72271071 79257793 2030249 2361455 17158 3939 1003454 252523 75321932 81875710 0 0 0 0 45752208 49678015 75000 83000 1532593 28616098 32567840 74443306 82328855 878626 -453145 66635473 105293512 39499899 78611083 27135574 26682429 X THE FORTUNE SOCIETY'S (FORTUNE) MISSION IS TO SUPPORT SUCCESSFUL REENTRY FROM INCARCERATION AND PROMOTE ALTERNATIVES TO INCARCERATION, THUS STRENGTHENING THE FABRIC OF OUR COMMUNITIES. WE DO THIS BY BELIEVING IN THE POWER OF PEOPLE TO CHANGE, BUILDING PROGRAMS SHAPED 0 0 25751215 2439518 OUR HOUSING PROGRAMS EMPOWER HOMELESS, FORMERLY INCARCERATED INDIVIDUALS AND THEIR FAMILIES WITH THE OPPORTUNITY TO BUILD BETTER FUTURES THROUGH STABLE AND AFFORDABLE HOUSING. BY PROVIDING LOW-THRESHOLD ACCESS TO SUPPORTIVE EMERGENCY AND TRANSITIONAL HOUSING AT THE FORTUNE ACADEMY ("THE CASTLE"), AND OUR (AT PRESENT) THREE FREEDOM HOUSES, SUPPORTIVE PERMANENT HOUSING AT CASTLE GARDENS AND MANDAELA COMMUNITY AND THROUGH OUR SCATTER-SITE HOUSING PROGRAM, WE MEET BOTH THE IMMEDIATE AND LONG-TERM NEEDS OF OUR CLIENTS. PARTICIPATING CLIENTS CAN TAKE THE FIRST STEPS ON THEIR JOURNEY TOWARDS BECOMING POSITIVE, SELF-SUFFICIENT MEMBERS OF SOCIETY WITH THE FULL SUPPORT OF FORTUNE'S REENTRY SERVICES. IN FY2025, WE SERVED 242 SCATTERED-SITE CLIENTS, 159 CLIENTS AT THE FORTUNE ACADEMY, 52 ACTIVE SUPPORTIVE HOUSING CLIENTS AT CASTLE GARDENS, 63 CLIENTS AT MANDAELA COMMUNITY AND 1,456 CLIENTS AT THE FREEDOM HOUSES. MANY CLIENTS LEAVING OUR TRANSITIONAL HOUSING WENT ON TO SUCCESSFUL PERMANENT HOUSING IN THE COMMUNITY, WITH SOME ALSO CONTINUING TO ENGAGE IN THE ARRAY OF SUPPORT SERVICES OFFERED. 22879558 OUR ATI PROGRAM, FREEDOM REDUCES THE PRISON AND JAIL POPULATIONS, SAVE TAXPAYERS MILLIONS OF DOLLARS, AND EACH YEAR HELP HUNDREDS OF MEN AND WOMEN LEARN HOW TO LEAD CRIME-FREE, PRODUCTIVE LIVES. CLIENTS PARTICIPATING IN OUR ATI PROGRAM RECEIVE INDIVIDUAL CASE MANAGEMENT AND GROUP COUNSELING, UTILIZING EVIDENCE-BASED CURRICULUM, AS WELL AS ACCESS TO FORTUNE'S WRAP-AROUND SERVICES. THOSE WHO COMPLETE THEIR PROGRAM SUCCESSFULLY RECEIVE SENTENCES THAT REQUIRE NO FURTHER INCARCERATION, INCLUDING PROBATION AND COMMUNITY SERVICE. IN FY2025, WE SERVED 314 PARTICIPANTS IN OUR ATI PROGRAM AND SUCCESSFULLY GRADUATED 82% OF CLIENTS ELIGIBLE FOR COMPLETION. ADDITIONALLY, OUR ATI ENHANCEMENT PROGRAM PROVIDES ENHANCED SERVICES TO THOSE RECEIVING ATI SERVICES THROUGH OUR FREEDOM PROGRAM. SERVICES CAN BE PROVIDED THROUGH FORTUNE OR BY WAY OF REFERRALS TO EXTERNAL PROVIDERS. ALL SERVICES ARE PROVIDED TO MEET IDENTIFIED NEEDS TO HELP INDIVIDUALS WITH CRIMINAL LEGAL INVOLVEMENT ESTABLISH STABILITY, REUNITE WITH THEIR FAMILIES, ACHIEVE GREATER SELF-SUFFICIENCY, AND REINTEGRATE FULLY INTO THE COMMUNITY. IN FY25, WE SERVED 5988. LASTLY, OUR PAROLE SERVICES PROGRAM (PSP) SERVES INDIVIDUALS ON PAROLE AND ALSO OPERATE AS AN ALTERNATIVE TO INCARCERATION (ATI) AND ALTERNATIVE TO DETENTION (ATD) FOR INDIVIDUALS FACING PAROLE VIOLATIONS BY OFFERING ELIGIBLE PARTICIPANTS ADVOCACY AND SERVICES. IN FY25, WE SERVED 806 INDIVIDUALS. 5079236 FORTUNE HAS OFFERED MENTAL HEALTH SERVICES SINCE JULY 2011 THROUGH THE BETTER LIVING CENTER (BLC), OUR OFFICE OF MENTAL HEALTH (OMH) MENTAL HEALTH OUTPATIENT TREATMENT AND REHABILITATIVE SERVICES (MHOTRS) CENTER. THE BLC WORKS TO FACILITATE A SEAMLESS TRANSITION FOR INDIVIDUALS WITH MENTAL HEALTH ISSUES WHO ALSO HAVE HISTORIES OF INCARCERATION BY PROVIDING THE SUPPORTIVE ENVIRONMENT, TREATMENT, AND THERAPY THEY NEED TO MANAGE THEIR MENTAL ILLNESS, WHILE ALSO MAKING PROGRESS TOWARDS ACHIEVING THEIR OTHER LIFE GOALS. IN FY2025, WE SERVED 308 CLIENTS THROUGH THE BLC'S MENTAL HEALTH SERVICES. OUR NYS OFFICE OF ADDICTION SERVICES AND SUPPORTS (OASAS)-LICENSED OUTPATIENT SUBSTANCE USE TREATMENT SERVICES PROGRAM EMPOWERS CLIENTS TO ADDRESS AND OVERCOME SUBSTANCE USE ISSUES. OUR OUTPATIENT TREATMENT PROGRAM SUPPORTS CLIENTS' EFFORTS TO ACHIEVE RECOVERY FROM THE LIFE-LONG CHRONIC ILLNESS OF SUBSTANCE USE AND AS PART OF THEIR LARGER TRANSITION TO A PRO-SOCIAL, SELF-DIRECTED LIFE IN OUR COMMUNITIES. WE PROVIDE CLIENT-CENTERED TREATMENT THAT IS GEARED TOWARDS THE OVERALL IMPROVEMENT OF EACH CLIENT'S MENTAL, EMOTIONAL, AND PHYSICAL WELL-BEING. ALL PARTICIPANTS RECEIVE A FULL ASSESSMENT AND PROGRAM ORIENTATION, FOLLOWED BY INTENSIVE INDIVIDUAL AND GROUP COUNSELING. WE ALSO OFFER LIFETIME AFTERCARE, SO OUR CLIENTS KNOW THEY CAN RELY ON US TO HELP THEM NAVIGATE FUTURE CHALLENGES. IN FY2025, WE SERVED 322 CLIENTS IN OUR SUBSTANCE ABUSE TREATMENT PROGRAM. 45% OF THE CLIENTS DISCONTINUED SUBSTANCE USE UPON DISCHARGE FROM FORTUNE'S SUBSTANCE USE PROGRAM.HEALTH SERVICES: FALLING UNDER THE UMBRELLA OF BEHAVIORAL HEALTH DEPARTMENT, OUR DROP IN CENTER AND CARE MANAGEMENT UNIT (CMU). DIC OFFERS CLIENTS RAPID HIV TESTING, PREVENTION EDUCATION, CASE MANAGEMENT AND CONNECTION TO QUALITY, COMMUNITY-BASED TREATMENT AND CARE FOR INDIVIDUALS LIVING WITH OR AT-RISK FOR HIV/AIDS. THIS HOLISTIC AND INTEGRATED APPROACH TO SERVING FORMERLY INCARCERATED MEN AND WOMEN LIVING WITH HIV/AIDS, OR AT RISK OF DEVELOPING HIV/AIDS, HELPS ENSURE THEIR SAFE AND HEALTHY TRANSITION BACK INTO THE COMMUNITY. IN FY2025, WE SERVED 510 INDIVIDUALS IN OUR DROP-IN CENTER PROGRAM WHICH HELPS PEOPLE LIVING WITH HIV/AIDS ON RIKERS ISLAND, MANHATTAN DETENTION COMPLEX, BROOKLYN DETENTION COMPLEX AND VERNON C. BAIN CENTER TRANSITION BACK INTO THE COMMUNITY WITH ON-SITE INDIVIDUAL AND GROUP COUNSELING AND REFERRAL SERVICES. WE ALSO ENROLLED 336 CLIENTS IN OUR COMMUNITY-BASED HEALTH SERVICES PROGRAM; THEY RECEIVED CASE MANAGEMENT, INDIVIDUAL COUNSELING, GROUP SERVICES, AND MEDICATION SUPPORT. OUR CARE MANAGEMENT UNIT IS A COMPREHENSIVE TEAM OF SERVICE PROVIDERS WORKING TOGETHER TO HELP THOSE WITH CHRONIC OR COMPLEX; MEDICAL CONDITIONS RECEIVE THE HEALTH CARE THEY NEED. ONCE ENROLLED, STAFF SCHEDULE KEY APPOINTMENTS AND HELP PROVIDE ACCESS TO SERVICES INCLUDING CONNECTIONS TO PRIMARY CARE (AND SPECIALISTS WHEN NEEDED), ACCESS TO MENTAL HEALTH AND/OR SUBSTANCE USE PROVIDERS, ASSISTANCE WITH PRESCRIPTION REFILLS, MEDICAL TRANSPORTATION SERVICES, SOCIAL SERVICES SUPPORT AND APPLICATION ASSISTANCE (BENEFITS, SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM/SNAP, ID, HOUSING REFERRALS), PATIENT AND FAMILY SUPPORT, AND MENTAL HEALTH AND SUBSTANCE USE TREATMENT. THE CARE MANAGEMENT UNIT IS OPEN TO ALL PARTICIPANTS CURRENTLY ON MEDICAID THAT HAVE CHRONIC MEDICAL AND/OR MENTAL HEALTH NEEDS. IN FY25, CMU SERVED 270 INDIVIDUALS. 17308788 TRANSITIONAL SERVICES: THE TRANSITIONAL SERVICES PROGRAM PROVIDES DISCHARGE PLANNING SERVICES TO ELIGIBLE INDIVIDUALS DURING THEIR INCARCERATION ON RIKERS ISLAND AND THEN CONTINUING REENTRY SUPPORT FOLLOWING THEIR RELEASE. IN FY2025, 367 PEOPLE ENROLLED IN THE PROGRAM AFTER THEIR RELEASE FROM RIKERS. BENEFIT ACCESS: THE BENEFIT ACCESS PROGRAM IS AN INTEGRAL PART OF FORTUNE'S ADMISSIONS AND INTAKE PROCESS. ALL INDIVIDUALS WHO ENROLL IN FORTUNE ARE OFFERED TO MEET WITH AN ENTITLEMENT SPECIALIST TO ASSESS INDIVIDUALS FOR NEEDED SERVICES AND ASSISTANCE WITH CONNECTION TO THOSE SERVICES. WE HELP PARTICIPANTS NAVIGATE THE APPLICATION PROCESS SO THEY CAN SECURE CRITICAL BENEFITS SUCH AS SNAP (FOOD STAMPS) AND MEDICAID AND STABILIZE THEMSELVES FINANCIALLY. IN ADDITION, THE PROGRAM CONNECTS CLIENTS WITH EXPERT ADVICE TO HELP WITH A WIDE RANGE OF ISSUES, SUCH AS CHILD SUPPORT, EVICTIONS, ACCESSING AND CORRECTING RAP SHEETS, LEGAL SERVICES, FINANCIAL SERVICES, CREDIT ASSISTANCE, AND MUCH MORE. IN FY2025, WE SCREENED 5,818 INDIVIDUALS IN OUR BENEFIT ACCESS PROGRAM, ASSISTING THEM IN OBTAINING CASH AND NON-CASH PUBLIC BENEFITS. NOTABLE ACCOMPLISHMENTS IN FY2025 INCLUDED 854 SNAP BENEFIT RECIPIENTS, 709 MEDICAID RECIPIENTS, 724 SAFETY NET/CASH ASSISTANCE RECIPIENTS, AND 103 LEGAL COUNSELING SESSIONS.EDUCATION: OUR EDUCATION PROGRAM EMPOWERS PARTICIPANTS TO ACHIEVE PERSONAL AND PROFESSIONAL GOALS AND MAKE PROGRESS TOWARD THE HIGH SCHOOL EQUIVALENCY (HSE) DIPLOMA, ATTENDING COLLEGE, AND PREPARING FOR TODAY'S JOB MARKET. PARTICIPANTS CAN DEVELOP ESSENTIAL READING, WRITING, MATH, AND COMPUTER SKILLS WITH THE SUPPORT OF FORTUNE'S DEDICATED TEACHERS, COUNSELORS, AND VOLUNTEER TUTORS. OUR SMALL CLASS SIZE ALLOWS EACH INDIVIDUAL TO PROGRESS AT HIS OR HER OWN PACE IN AN ENVIRONMENT WHERE ALL STUDENTS FEEL RESPECTED AND HAVE A SAY IN WHAT THEY ARE LEARNING. DURING FY2025, WE SERVED A TOTAL OF 158 STUDENTS IN OUR EDUCATION PROGRAMS.EMPLOYMENT SERVICES: OUR EMPLOYMENT SERVICES PROGRAM IS DESIGNED TO EQUIP FORMERLY INCARCERATED JOBSEEKERS WITH THE SKILLS NECESSARY TO OBTAIN EMPLOYMENT AND THRIVE IN THE WORKPLACE. WE OFFER A VARIETY OF SERVICES TO HELP MOTIVATED INDIVIDUALS BEGIN THEIR CAREERS AND ADVANCE PROFESSIONALLY. THESE SERVICES INCLUDE CAREER READINESS WORKSHOPS, SECTOR-BASED SKILLS TRAININGS IN GREEN CONSTRUCTION, ENVIRONMENTAL REMEDIATION, SOCIAL SERVICES, AND TRANSPORTATION. WE ALSO ASSIST WITH JOB PLACEMENT ASSISTANCE AND RETENTION SERVICES. TO ENCOURAGE SUCCESSFUL INVOLVEMENT, WE OFFER STIPENDS FOR THOSE ENGAGED IN OUR EMPLOYMENT SERVICES PROGRAM. WE ALSO OFFER SUBSIDIZED 10-WEEK INTERNSHIPS, KNOWN AS TRANSITIONAL WORK, TO HELP JOB SEEKERS IN NEED OF ADDITIONAL HANDS-ON EXPERIENCE ADVANCE IN THEIR DESIRED CAREER PATHWAYS IN FY2025, 2,037 INDIVIDUALS RECEIVED EMPLOYMENT-RELATED SERVICES; OF THOSE, 566 INDIVIDUALS ENROLLED IN AND 496 COMPLETED OUR JOB READINESS WORKSHOP. WE WERE ABLE TO PLACE 229 INDIVIDUALS IN PERMANENT AND SUBSIDIZED JOBS WITHIN THE FISCAL YEAR. THE AVERAGE STARTING SALARY FOR ALL JOBS WITHIN THE FISCAL YEAR WAS $21.00/HOUR.FAMILY SERVICES: OUR FAMILY SERVICES PROGRAM OFFERS INDIVIDUAL AND GROUP COUNSELING SESSIONS; AND FAMILY-CENTERED EVENTS, SPECIFICALLY UNDER OUR WOMEN'S RISING PROGRAM AND OUR ABUSIVE PARTNER INTERVENTION PROGRAM (APIP). OUR STAFF WORK INDIVIDUALLY WITH CLIENTS, MEETING THEM ONE-ON-ONE FOR COUNSELING AND IN GROUPS TO HELP THEM DEVELOP SKILLS TO BETTER COMMUNICATE, DISCIPLINE, AND ENHANCE THEIR CHILD'S DEVELOPMENT AND HELP THEM COMMUNICATE BETTER WITH OTHER PARENTS TO DEVELOP BETTER CO-PARENTING APPROACHES (I.E. PARENTING CLASSES AND SUPPORT GROUPS). CLIENTS ALSO RECEIVE REFERRALS ON FAMILY LAW ADVICE AND REPRESENTATION FROM OUR PARTNERS AT LEGAL INFORMATION FOR TODAY (FAMILY LEGAL CARE) REGARDING CUSTODY, CHILD SUPPORT, OR ADMINISTRATION FOR CHILD SERVICES (ACS) INVOLVEMENT. OUR WOMEN'S RISING PROGRAM, PROVIDES WOMEN-SPECIFIC GROUPS AND EMPLOYMENT FOCUSED WORKSHOPS AND APIP PROVIDES COURT ADVOCACY, INDIVIDUAL CASE MANAGEMENT AND GROUP COUNSELING SERVICES, UTILIZING THE CURRICULA, "DIGNITY AND RESPECT AND "TURNING POINTS", WHICH FOCUS ON THE DYNAMICS AND EFFECTS OF DOMESTIC VIOLENCE AND BUILDING HEALTHY RELATIONSHIPS. IN FY2025, WE ENROLLED 617 INDIVIDUALS IN OUR APIP PROGRAM, SERVED 745 AND MAINTAINED AN 83% SUCCESSFUL COMPLETION RATE, AND IN OUR WOMEN'S RISING PROGRAM WE SERVED 245 INDIVIDUALS. FOOD AND NUTRITION: FORTUNE PROVIDES DAILY HOT MEALS AT OUR MAIN SERVICE CENTER IN LIC AND AT OUR TRANSITIONAL HOUSING FACILITY, THE FORTUNE ACADEMY, IN HARLEM. ADDITIONALLY, WE PROVIDE MEALS TO OUR FREEDOM HOUSING RESIDENTS. WE PROVIDE HEALTHY COOKING DEMONSTRATIONS AND NUTRITION EDUCATION WORKSHOPS. WE HOLD COMMUNITY FOOD DISTRIBUTIONS IN WEST HARLEM, LIC, BROOKLYN AND THE SOUTH BRONX AND OPERATE TWO FOOD PANTRIES IN LIC AND THE SOUTH BRONX FOR OUR PARTICIPANTS. FORTUNE FRESH IS A CLIENT-CHOICE FOOD PANTRY PROVIDING FOOD INSECURE FORTUNE PARTICIPANTS WITH PANTRY STAPLES AND FRESH PRODUCE. IN FY2025, WE PROVIDED 133,392 NUTRITIOUS MEALS TO OUR CLIENTS. IN ADDITION TO FOOD, THE MEAL PROGRAM PROVIDES AN OPPORTUNITY TO STRENGTHEN THE BONDS OF COMMUNITY THAT WE HAVE BUILT AT FORTUNE. WE ALSO DISTRIBUTED 117,738 POUNDS OF NY STATE GROWN FRESH PRODUCE TO LOW-INCOME NEW YORKERS.PUBLIC POLICY: WITH OVER 50 YEARS' EXPERIENCE, FORTUNE IS NOW ONE OF THE NATION'S LEADING INNOVATORS IN ADVOCACY AND PUBLIC POLICY. IN FY2025, WE CONTINUED THE LONG TRADITION OF ADVOCATING FOR PEOPLE WHO HAVE BEEN IMPACTED BY THE CRIMINAL LEGAL SYSTEM. THROUGH POLICY DEVELOPMENT, ADVOCACY, TECHNICAL ASSISTANCE, TRAINING AND COMMUNITY EDUCATION, THE DAVID ROTHENBERG CENTER FOR PUBLIC POLICY PROGRAM WORKS TO BUILD AN EQUITABLE AND CONSCIONABLE JUSTICE SYSTEM, CHANGE COUNTERPRODUCTIVE LAWS AND POLICIES, AND PROMOTE EFFECTIVE PROGRAM MODELS FOR PEOPLE WITH CRIMINAL LEGAL HISTORIES. 17308788 71018797 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 338 0 1 972 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X SONIA HANDY DIRECTOR OF ACCOUNTING 2126917554 29-76 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 ALAN PATRICOF DIRECTOR 0.30 X 0 0 0 ALPHONZO ELDER VICE CHAIRPERSON 1.00 X X 0 0 0 ANDREA SHAPRIO DAVIS DIRECTOR 0.30 X 0 0 0 ANTHONY M MASTELLONE DIRECTOR 0.30 X 0 0 0 BETTY P RAUCH DIRECTOR 0.30 X 0 0 0 CARLOS POLANCO DIRECTOR (OUTGOING) 0.30 X 0 0 0 CAROLINE MARSHALL DIRECTOR 0.30 X 0 0 0 DANNY FRANKLIN DIRECTOR (OUTGOING) 0.30 X 0 0 0 DAVID A KOCHMAN DIRECTOR 0.30 X 0 0 0 DAVID SICHER DIRECTOR (OUTGOING) 0.30 X 0 0 0 DYJUAN TATRO DIRECTOR 0.30 X 0 0 0 E PATRICIA HAVERSHAM-BROWN DIRECTOR 0.30 X 0 0 0 ERIC A SEIFF DIRECTOR 0.30 X 0 0 0 FEMI AUSTIN-FREDERICKS DIRECTOR 0.30 X 0 0 0 FERNANDO MARTINEZ DIRECTOR 0.30 X 0 0 0 GABRIEL S OBERFIELD DIRECTOR 0.30 X 0 0 0 JEAN JEREMIE DIRECTOR 0.30 X 0 0 0 JEFF THAMKITTIKASEM DIRECTOR 0.30 X 0 0 0 JOHN H ELEY TREASURER 1.00 X X 0 0 0 LDENNIS KOZLOWSKI CHAIRPERSON 1.00 X X 0 0 0 MARK LEBOW SECRETARY 1.00 X X 0 0 0 MIKELL GREEN-GRAND DIRECTOR 0.30 X 0 0 0 MONIQUE CARTER DIRECTOR 0.30 X 0 0 0 NALIKA NANAYAKKARA DIRECTOR 0.30 X 0 0 0 PAMELA JARVIS DIRECTOR 0.30 X 0 0 0 RAY TEBOUT DIRECTOR 0.30 X 0 0 0 ROLAND NICHOLSON JR DIRECTOR 0.30 X 0 0 0 SAMUEL HAMILTON DIRECTOR 0.30 X 0 0 0 SHU'AIB ABDUR-RAHEEM DIRECTOR 0.30 X 0 0 0 STEPHANE HOWZE DIRECTOR 0.30 X 0 0 0 YVETTE BRISSETT-ANDRE DIRECTOR 0.30 X 0 0 0 EDWARD LADA CFO (INCOMING 2025) 0.00 X 0 0 0 ROBERT DELEON INTERIM PRESIDENT & CEO 35.00 X 231801 0 25247 STANLEY RICHARDS PRESIDENT & CEO (OUTGOING) 35.00 X 280356 0 52126 STEVEN HICKMAN CFO (OUTGOING) 35.00 X 223735 0 69208 MARC PIPARO CHIEF TECHNOLOGY OFFICER 35.00 X 205243 0 23173 SHERRY GOLDSTEIN VP AGENCY OPERATIONS 35.00 1.00 X 219875 0 27717 BENJAMIN METSCH CHIEF STRATEGY OFFICER 35.00 X 200230 0 2171 BRIAN ROBINSON VP, DEVELOPMENT & COMMUNICATIONS 35.00 X 161183 0 28583 LEONARD CHAVIS VP ADMINISTRATION 35.00 X 198485 0 50955 RANDI ROTHSCHILD CHIEF PROGRAM OFFICER 35.00 X 194263 0 63135 RONALD DAY SENIOR VICE PRESIDENT 35.00 X 179166 0 24106 JOANNE PAGE PRESIDENT & CEO (FORMER) 35.00 X 227450 0 11874 2321787 0 378295 33 1 1 0 ABRAHAM HOUSE 340 WILLIS AVENUE BRONX NY 10454 SOCIAL SERVICES 905420 SALSA CATERING AND SPECIAL EVENTS INC 1429 FIFTH AVENUE NEW YORK NY 10035 FOOD SERVICE 826876 BARD PRISON INITIATIVE PO BOX 5000 ANNANDALEONHUDSON NY 12504 SOCIAL SERVICES 588000 COMMUNITY ACCESS 17 BATTERY PLACE SUITE 1326 NEW YORK NY 10004 SOCIAL SERVICES 252700 4 549043 74213442 4495308 21461 79257793 SOCIAL SERVICE FEE 900099 2361455 2361455 2361455 3050 3050 215209 0 215209 215209 215209 21461 20572 889 889 889 113700 549043 154449 -40749 -40749 LEGAL SETTLEMENT 900099 54163 54163 INSURANCE CLAIM REFUND 900099 19309 19309 OTHER INCOME 900099 4591 4591 78063 81875710 2439518 0 178399 1564152 97043 1467109 36323763 31738924 3756446 828393 383249 329516 45142 8591 7344310 6324558 854891 164861 4062541 3438511 534541 89489 197515 197515 168220 168220 79000 79000 83000 83000 4577948 3508781 924583 144584 1474007 1238196 192200 43611 1601261 1344541 224822 31898 15093109 14842815 188245 62049 438408 438408 462362 302184 124206 35972 397287 397287 1134479 957508 152049 24922 877537 769943 100952 6642 NON-OPERATING LEASE EXP 1974814 1974814 CLIENT FOOD, ACTIVITIES 1679397 1679397 CLIENT STIPENDS 1156020 1156020 EXPENSED FURNITURE 843079 798638 35860 8581 413397 413397 82328855 71018797 9777465 1532593 242628 575749 1428258 3543105 33959328 24779454 52470 178243 479823 544583 12769842 6465883 8283316 6303959 22189650 69368419 66635473 105293512 10006918 9742415 1428533 8285000 320000 19779448 68548668 39499899 78611083 X 21347196 22158946 5788378 4523483 27135574 26682429 66635473 105293512 -453145 0 X X 0 1 X 1 1 1 X 37674334 56617713 61947411 72271071 79257793 307768322 37674334 56617713 61947411 72271071 79257793 307768322 307768322 37414 33397 6701 14537 218259 310308 233528 312480 688571 1158007 191763 2584349 310662979 12503871 0.99070 0.98780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2021 AMOUNT: $ 69,930. 2022 AMOUNT: $ 85,595. 2023 AMOUNT: $ 115,710. 2024 AMOUNT: $ 113,700. REIMBURSED PROPERTY EXPENSES - 2020 AMOUNT: $ 106,435. 2021 AMOUNT: $ 179,531. 2022 AMOUNT: $ 210,735. 2023 AMOUNT: $ 277,957. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 20,888. 2021 AMOUNT: $ 48,834. 2022 AMOUNT: $ 32,089. 2023 AMOUNT: $ 6,415. 2024 AMOUNT: $ 4,591. DEVELOPER FEE - 2022 AMOUNT: $ 252,694. 2023 AMOUNT: $ 750,916. INSURANCE CLAIM REFUND - 2020 AMOUNT: $ 7,688. 2021 AMOUNT: $ 3,000. 2022 AMOUNT: $ 106,298. 2023 AMOUNT: $ 7,009. 2024 AMOUNT: $ 19,309. LEGAL SETTLEMENT - 2020 AMOUNT: $ 50,000. 2021 AMOUNT: $ 11,185. 2022 AMOUNT: $ 1,160. 2024 AMOUNT: $ 54,163. UBIT TAX REFUND - 2020 AMOUNT: $ 48,517. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 79000 79000 0 PART II-B, LINE 1: IN FISCAL YEAR 2025, WE CONTINUED THE LONG TRADITION OF ADVOCATING FOR PEOPLE WHO HAVE BEEN IMPACTED BY THE CRIMINAL JUSTICE SYSTEM. THROUGH POLICY DEVELOPMENT, ADVOCACY, TECHNICAL ASSISTANCE, TRAINING AND COMMUNITY EDUCATION, THE DRCPP PROGRAM WORKS TO BUILD AN EQUITABLE AND CONSCIONABLE JUSTICE SYSTEM, CHANGE COUNTER PRODUCTIVE LAWS AND POLICIES, AND PROMOTES EFFECTIVE PROGRAM MODELS FOR PEOPLE WITH CRIMINAL JUSTICE HISTORIES. 6004850 2260736 3744114 6246636 3978099 2268537 518356 227048 291308 6303959 DUE FROM RELATED PARTIES 2847893 SECURITY DEPOSITS 1236265 RIGHT-OF-USE ASSET 63947161 OTHER ASSETS 87674 RESTRICTED CASH 1249426 69368419 RESERVE ACCOUNT 2191620 LEASE LIABILITY 66357048 68548668 X 82203998 155524 172764 328288 81875710 0 81875710 82721013 155524 236634 392158 82328855 0 82328855 PART X, LINE 2: MANAGEMENT BELIEVES FORTUNE HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' REVENUE 172,764. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSE 236,634. X X X 1 CATHY MCNAMARA 300 MAIN STREET COLD SPRING HARBOR NY 10019 EVENT PLANNER 0 662743 83000 579743 662743 83000 579743 NY FALL GALA 662743 549043 113700 154449 662743 549043 113700 154449 154449 -40749 1 X X X X X 1 0 0 0 0 0 0 0 0 STANLEY RICHARDS PRESIDENT & CEO (OUTGOING) 279168 0 0 0 1188 0 1500 0 50626 0 332482 0 0 0 STEVEN HICKMAN CFO (OUTGOING) 222961 0 0 0 774 0 1500 0 67708 0 292943 0 0 0 RANDI ROTHSCHILD CHIEF PROGRAM OFFICER 194131 0 0 0 132 0 1500 0 61635 0 257398 0 0 0 ROBERT DELEON INTERIM PRESIDENT & CEO 231531 0 0 0 270 0 1500 0 23747 0 257048 0 0 0 LEONARD CHAVIS VP ADMINISTRATION 196397 0 0 0 2088 0 1500 0 49455 0 249440 0 0 0 SHERRY GOLDSTEIN VP AGENCY OPERATIONS 216167 0 0 0 3708 0 1500 0 26217 0 247592 0 0 0 JOANNE PAGE PRESIDENT & CEO (FORMER) 0 0 0 0 227450 0 0 0 11874 0 239324 0 0 0 MARC PIPARO CHIEF TECHNOLOGY OFFICER 204829 0 0 0 414 0 1500 0 21673 0 228416 0 0 0 RONALD DAY SENIOR VICE PRESIDENT 178861 0 0 0 305 0 1500 0 22606 0 203272 0 0 0 BENJAMIN METSCH CHIEF STRATEGY OFFICER 199559 0 0 0 671 0 1500 0 671 0 202401 0 0 0 BRIAN ROBINSON VP, DEVELOPMENT & COMMUNICATIONS 160879 0 0 0 304 0 1500 0 27083 0 189766 0 0 0 PART I, LINE 4A JOANNE PAGE (FORMER PRESIDENT) RECEIVED A SEVERANCE PAYMENT OF $227,450 AND IT IS REPORTED IN COLUMN B(III). FORM 990, PART III, LINE 1 BY THE NEEDS OF OUR CLIENTS, AND ADVOCATING FOR A TRULY REHABILITATIVE JUSTICE SYSTEM. FORTUNE EMPLOYS A "ONE-STOP-SHOP" MODEL OF SERVICE DELIVERY DESIGNED TO SUPPORT THE MYRIAD INTERSECTING NEEDS OF COMMUNITY MEMBERS. OUR CURRENT SERVICES INCLUDE: HOUSING, EDUCATION, EMPLOYMENT, OUTPATIENT MENTAL HEALTH AND SUBSTANCE USE TREATMENT, HEALTH SERVICES (INCLUDING HIV AND AIDS SERVICES), FAMILY SERVICES, FOOD AND NUTRITION PROGRAMMING, DISCHARGE PLANNING/CASE MANAGEMENT, BENEFITS ACCESS, CREATIVE ARTS, CARE MANAGEMENT, AND A PEER-DRIVEN RECOVERY CENTER (THE NEST). WE ALSO OFFER LIFETIME AFTERCARE, MEANING PARTICIPANTS ARE WELCOME TO RETURN ANYTIME IN THE FUTURE TO ACCESS OUR SERVICES AS THEIR NEEDS CONTINUE TO EVOLVE. OUR PARTICIPANTS KNOW THAT FORTUNE IS HERE TO HELP THEM NAVIGATE FUTURE CHALLENGES AND THAT THEY HAVE A COMMUNITY TO SUPPORT THEIR CONTINUED SUCCESS. FORTUNE'S IMPACT IS FURTHER AMPLIFIED BY OUR POLICY AND ADVOCACY WORK AT OUR DAVID ROTHENBERG CENTER FOR PUBLIC POLICY (DRCPP) AND OUR RESEARCH THROUGH THE CENTER FOR RESEARCH, INQUIRY AND SOCIAL JUSTICE (CRIS-J). FOR THE TWELVE-MONTH PERIOD OF JULY 1, 2024, THROUGH JUNE 30, 2025, FORTUNE SERVED 18,102 CLIENTS; A 35% INCREASE FROM THE PREVIOUS YEAR OF 13,377. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND DISTRIBUTED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT BEFORE SUBMITTING TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AT EACH ANNUAL BOARD MEETING, COPIES OF THE ORGANIZATION'S POLICIES AND PROCEDURES ARE DISTRIBUTED TO EACH MEMBER AND ARE REINFORCED BY THE AGENCY'S CEO AND BOARD CHAIR. EACH EMPLOYEE, AT THE TIME OF HIRE, IS REQUIRED TO SIGN THE AGENCY'S CONFLICT OF INTEREST POLICY. ADDITIONALLY, OUR GOVERNMENT CONTRACTS REQUIRE KEY EMPLOYEES TO DISCLOSE EACH YEAR ANY CONFLICTS THEY MAY HAVE WITH THE AGENCY. THIS ALLOWS US TO REGULARLY MONITOR AND RESOLVE POTENTIAL CONFLICTS IF AND WHEN THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE AND THE COMPENSATION OF THE CEO, ASSURING THAT IT IS CONSISTENT WITH THAT PAID FOR THE SAME POSITION BY COMPARABLE ORGANIZATIONS BY: REVIEWING THE 990'S OF OTHER ORGANIZATIONS OF SIMILAR SIZE AND TYPE, REVIEWING AVAILABLE COMPENSATION SURVEYS OF REGIONAL NONPROFIT COMPENSATION, AND OBTAINING ADDITIONAL INFORMATION AS AVAILABLE INCLUDING FEEDBACK FROM AN EXECUTIVE RECRUITER. USING THESE SOURCES OF INFORMATION, THE EXECUTIVE COMMITTEE MEETS IN EXECUTIVE SESSION AND DETERMINES THE SALARY TO BE PAID TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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