2024-05-15T09:06:57-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-07-01 133501671 NEW YORK FOUNDATION FOR SENIOR CITIZENS GUARDIAN SERVICES INC NEWY 2129627653 11 PARK PLACE 1416 NEW YORK NY 10007 LINDA HOFFMAN CEO 2129627653 2024-05-15 1 LINDA HOFFMAN 999009999 1 JOSEPH CONNOLLY P00543209 9143818900 2024-05-04 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA HOFFMAN 11 PARK PLACE 1416 NEW YORK NY 10007 4142557 0 X WWW.NYFSC.ORG X 1988 NY PROVIDES FINANCIAL CONSERVATORSHIP AND CASE MANAGEMENT SERVICES FOR PHYSICALLY AND MENTALLY FRAIL OLDER ADULTS LIVING WITHIN COMMUNITY AS WELL AS INSTITUTIONAL SETTINGS THROUGHOUT NEW YORK CITY'S FIVE BOROUGHS. 5 5 66 5 0 0 4125606 4142557 0 0 0 0 0 0 4125606 4142557 0 0 0 0 3067292 3049083 0 0 0 1058314 1093474 4125606 4142557 0 0 667196 2808583 667196 2808583 0 0 HELP MENTALLY ILL AND ELDERLY IN NEW YORK. 0 0 4142557 4142557 ACTED AS CONSERVATOR OR GUARDIAN FOR THE FRAIL ELDERLY IN ORDER TO PROVIDE FINANCIAL MANAGEMENT, MEDICAL, DENTAL, LEGAL, AND SOCIAL SERVICES. 4142557 1 1 0 0 0 0 0 0 1 0 0 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 6 0 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X ROLANDO BLANCO CHIEF FINANCIAL OFFICER 2129627653 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 ELIZABETH R TOZER PRESIDENT 0.20 2.20 X X 0 0 0 DEBORAH SMITH BERNSTEIN VICE PRESIDENT 0.20 3.00 X X 0 0 0 JOAN FINKLESTEIN EXEC. SECRETARY/TREASURER 0.20 1.80 X X 0 0 0 JANICE MARKLIN BOARD MEMBER 0.20 0.40 X 0 0 0 ANN VAN NESS BOARD MEMBER 0.20 2.20 X 0 0 0 LINDA R HOFFMAN CHIEF EXECUTIVE OFFICER 1.00 35.00 X 0 755318 33694 ROLANDO BLANCO CHIEF FINANCIAL OFFICER 1.00 35.00 X 0 311531 30139 LISA ALLI VICE PRESIDENT 1.00 35.00 X 0 284010 8916 AMANDA FORSMAN DIRECTOR OF PROGRAMS 1.00 35.00 X 0 238759 11526 MAXINE WU CHIEF OF STAFF 1.00 35.00 X 0 159551 11794 0 1749169 96069 0 0 1 0 ALLIED BARTON SECURITY SERVICESALLIED U PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 107050 1 4142557 4142557 4142557 0 0 0 2327001 2327001 9543 9543 508488 508488 204051 204051 283757 283757 19000 19000 48036 48036 132996 132996 43540 43540 219421 219421 33808 33808 1750 1750 41031 41031 ALLOCATED SALARIES 255484 255484 REPAIRS & MAINTENANCE 14651 14651 4142557 4142557 0 0 193668 24214 429452 787423 44076 1996946 667196 2808583 138311 170952 28885 28885 500000 2608746 667196 2808583 X 0 0 667196 2808583 0 0 X X 0 1 X 1 1 1 X 4592085 4710072 4357736 4125606 4142577 21928076 4592085 4710072 4357736 4125606 4142577 21928076 21928076 2800 2800 21930876 0.99990 0.99990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: UBIT TAX REFUND - 2020 AMOUNT: $ 2,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 SECURITY DEPOSITS 44076 RIGHT OF USE ASSET - OPERATING LEASE 1901840 DUE FROM RELATED PARTY 51030 1996946 ADVANCES FROM AFFILIATE 655876 LEASE LIABILITY 1937888 DUE TO RELATED PARTY 14982 2608746 X 4142557 0 4142557 0 4142557 4142557 0 4142557 0 4142557 PART IV, LINE 2B: THE ORGANIZATION COLLECTS AND MAINTAINS A SECURITY DEPOSIT FROM THE CORPORATE TENANT IN ALIGNMENT WITH THE FOLLOWING PROCEDURE. THE CORPORATE TENANT PROVIDES THE BUILDING MANAGEMENT OFFICER WITH A SECURITY DEPOSIT UPON MOVING INTO THE PREMISES. THESE FUNDS ARE DEPOSITED INTO A SEPARATE ACCOUNT AND HELD BY THE ORGANIZATION TO ADDRESS FUTURE EXPENSES THAT MAY BE INCURRED FOR REPAIRS AND/OR DAMAGES TO THE PREMISES AFTER THE CORPORATE TENANT VACATES THE PREMISES. THE REMAINING SECURITY DEPOSIT FUNDS ARE DISBURSED BACK TO THE CORPORATE TENANT BY THE ORGANIZATION WHEN ALL NECESSARY REPAIRS HAVE BEEN COMPLETED TO PREPARE THE UNIT FOR AN INCOMING TENANT. PART X, LINE 2: GUARDIAN SERVICES RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT GUARDIAN SERVICES HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. GUARDIAN SERVICES IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. 0 0 0 0 0 0 0 0 0 LINDA R HOFFMAN CHIEF EXECUTIVE OFFICER 0 606918 0 100000 0 48400 0 0 0 33694 0 789012 0 0 ROLANDO BLANCO CHIEF FINANCIAL OFFICER 0 291531 0 20000 0 0 0 0 0 30139 0 341670 0 0 LISA ALLI VICE PRESIDENT 0 264010 0 20000 0 0 0 0 0 8916 0 292926 0 0 AMANDA FORSMAN DIRECTOR OF PROGRAMS 0 228759 0 10000 0 0 0 1282 0 10244 0 250285 0 0 MAXINE WU CHIEF OF STAFF 0 139551 0 20000 0 0 0 1549 0 10245 0 171345 0 0 PART I, LINE 3 NEW YORK FOUNDATION FOR SENIOR CITIZENS, INC. HAS ESTABLISHED A WRITTEN COMPENSATION POLICY FOR THEIR COMPENSATION COMMITTEE TO FOLLOW IN ESTABLISHING THE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES. THE POLICY MANDATES THAT EXECUTIVE COMPENSATION BE REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE AND THAT THE COMMITTEE SHOULD BE FREE OF CONFLICTS OF INTEREST. IN ADDITION, THE APPROVING COMPENSATION COMMITTEE NEEDS TO REVIEW APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. THE COMPENSATION COMMITTEE USES A VARIETY OF INFORMATION AND STUDIES THAT ARE AVAILABLE TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO ITS EXECUTIVES. THE COMPENSATION COMMITTEE OF NEW YORK FOUNDATION FOR SENIOR CITIZENS, INC. ENGAGED AN OUTSIDE CONSULTING FIRM TO CONDUCT AN EXECUTIVE COMPENSATION STUDY WHICH INCLUDED A MARKET EVALUATION OF THE TOP FIVE POSITIONS WITHIN THE ORGANIZATION. THE COMPENSATION COMMITTEE'S DECISION ON THE AMOUNT OF COMPENSATION PAID IS REQUIRED TO BE ADEQUATELY DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT AND SHOULD DOCUMENT THE DATE OF THE DECISION, THE MEMBERS PRESENT DURING THE DECISION AND THOSE WHO VOTED ON IT, THE FULL TERMS OF THE TRANSACTION THAT WAS APPROVED AND THE COMPARABLE DATA USED AND RELIED UPON TO MAKE THE DECISION. THE COMPENSATION REVIEW PROCESS FOR THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES WAS LAST UNDERTAKEN IN NOVEMBER 2022. FORM 990, PART VI, SECTION B, LINE 11B NYFSC GUARDIAN SERVICES, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE: WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, ITS SUBMITTED ELECTRONICALLY TO A REPRESENTATIVE MEMBER OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ONE WEEK TO REVIEW THE PREPARED FORM 990 AND PROVIDE THEIR COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE MANAGEMENT COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C NYFSC - GUARDIAN SERVICES INC. CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICER WHO REVIEWS THE SIGNED ATTESTATIONS FOR POTENTIAL OR ACTUAL CONFLICTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE CORPORATE COMPLIANCE OFFICER WILL NOTIFY A MEMBER OF MANAGEMENT OR THE GOVERNING BODY ABOUT SUCH CONFLICT AND INVESTIGATE THE CONFLICT. THE RESULTS OF THE INVESTIGATION WILL BE SUMMARIZED AND DOCUMENTED BY THE CORPORATE COMPLIANCE OFFICER AND BE REPORTED TO THE GOVERNING BODY. IF THE CORPORATE COMPLIANCE OFFICER ESTABLISHES THAT AN ACTUAL CONFLICT EXISTS, THE MEMBER OF MANAGEMENT OR THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY AND WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 NYFSC - GUARDIAN SERVICES, INC. MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR AN OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. YORKVILLE GARDENS HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133085054 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 1850 SECOND AVENUE SERVICES CORP 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133557175 SUBSIDIZED HOUSING FOR THE LOW INCOME. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 GEORGE DALY HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133535818 TO PROVIDE TRANSITIONAL HOUSING FOR THE HOMELESS NY 501(C)(3) LINE 7 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 NEW YORK FDTN FOR SENIOR CITIZENS - HOME ATTENDANT SVCS INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133083582 LONG-TERM CARE HOME ATTENDANT PROGRAM FOR THE ELDERLY. NY 501(C)(3) LINE 7 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 80-92 RIDGE STREET HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133584060 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 TENTH AND 51ST HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133270654 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 132618568 IMPROVE THE QUALITY OF LIFE FOR THE ELDERLY. NY 501(C)(3) LINE 7 N/A 0 CONCOURSE GARDENS HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133696061 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 CUMBERLAND GARDENS HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133907908 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 ALMA RANGEL GARDENS HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 134066940 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 RIVER VIEW GARDENS HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 133995933 SUBSIDIZED HOUSING FOR THE ELDERLY. NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 SURF GARDENS HDFC INC 11 PARK PLACE SUITE 1416 NEW YORK NY 10007 205437122 SUBSIDIZED HOUSING FOR THE ELDERLY NY 501(C)(3) LINE 10 NEW YORK FOUNDATION FOR SENIOR CITIZENS INC 0 SURF GARDENS CONEY ISLAND LP 11 PARK PLACE RM 1416 NEW YORK NY 10007 262956023 LOW INCOME HOUSING FOR THE ELDERLY NY SURF GARDENS GP INC N/A 0 0 SURF GARDENS GP INC 11 PARK PLACE RM 1416 NEW YORK NY 10007 262956084 REAL ESTATE NY NEW YORK FOUNDATION FOR SENIOR CITIZENS INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0