2024-02-24T12:04:15-06:00 2023-06-30 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS 16TH FLOOR NEW YORK NY 10018 990 2022-07-01 131656652 HARTLEY HOUSE INC HART 2122469885 413 WEST 46TH STREET NEW YORK NY 10036 JOSEPHINE V GUMAER TREASURER 2122469885 2024-02-24 1 JOSEPHINE GUMAER 999009999 0 MIKE SCHALL P02024184 2122682804 2024-02-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPHINE V GUMAER 413 WEST 46TH STREET NEW YORK NY 10036 1038261 0 X WWW.HARTLEYHOUSE.ORG X 1897 NY FOUNDED IN 1897, HARTLEY HOUSE EXISTS TO SERVE SCHOOL-AGE CHILDREN, YOUTH, AND SENIORS IN HELL'S KITCHEN BY ENRICHING THEIR LIVES, EXPANDING THEIR OPPORTUNITIES, AND BUILDING A SENSE OF COMMUNITY. 12 12 14 17 0 0 784680 747474 81995 138432 9786 3803 35510 32962 911971 922671 0 0 0 0 243967 305625 0 0 8713 430010 476517 673977 782142 237994 140529 1142368 1313739 1055148 1064899 87220 248840 X HARTLEY HOUSE HAS SERVED THOSE WHO LIVE AND WORK IN NEW YORK CITY'S HELL'S KITCHEN SINCE 1897. ITS MISSION IS TO RESPOND ENERGETICALLY AND CREATIVELY TO THE EVER-EVOLVING NEEDS OF ITS NEIGHBORS REGARDLESS OF THEIR AGE, INCOME, RACE, GENDER OR SEXUAL ORIENTATION. OUR PROGRAMS INCLUDE EDUCATIONAL, CREATIVE, RECREATIONAL, CIVIC AND SOCIAL SERVICES. HARTLEY HOUSE NOT ONLY REACHES OUT TO NEIGHBORS OF ALL BACKGROUNDS AND AGES, BUT ALSO FOSTERS ONGOING CONNECTIONS WITH THEM AS THEY PASS FROM ONE PHASE OF LIFE INTO ANOTHER. THE WELLBEING OF EACH GROWING, CHANGING PERSON ENRICHES OUR ENTIRE COMMUNITY. EVERY NEIGHBORHOOD IS A COMPLEX WEB OF CONNECTIONS AMONG FAMILIES, FRIENDS, NEIGHBORS, BUSINESSES AND ORGANIZATIONS. STRENGTHENING THESE CONNECTIONS IS OUR MISSION. 0 0 253505 138432 CHILDREN AND YOUTH SERVICES:THE HARTLEY HOUSE AFTER SCHOOL PROGRAM PROVIDES OPPORTUNITIES FOR STUDENTS TO FOSTER THEIR LEARNING AND CREATIVE SKILLS IN A SAFE ENVIRONMENT WITH THE SUPPORT OF QUALIFIED AND DEVOTED STAFF. AFTER EVERY SCHOOL DAY, CHILDREN AGES 5 TO 12 ARE ESCORTED TO MANHATTAN HIGH SCHOOL TO PARTICIPATE IN THE AFTER-SCHOOL PROGRAM UNTIL 6 P.M. DURING THIS TIME, THEY ARE GIVEN A NUTRITIOUS SNACK AND ENJOY A HEALTHY BALANCE OF PLAY, HOMEWORK HELP, ACADEMIC LEARNING, AND CREATIVE PROJECTS. THROUGH A PROJECT-BASED LEARNING COMMUNITY (LC) DESIGN TAUGHT BY A DEDICATED STAFF OF INSTRUCTORS, OUR STUDENTS ARE PROVIDED WITH AFFORDABLE, HIGH-QUALITY PROGRAMMING THAT OFFERS EDUCATIONAL, ARTISTIC, AND ENRICHMENT ACTIVITIES. 222628 HOME OUTREACH PROGRAM FOR ELDERS (HOPE):HOPE REMAINS A PRIORITY FOR HARTLEY HOUSE AND A CRITICAL SOURCE OF SUPPORT FOR LOW-INCOME AND VULNERABLE SENIORS RESIDING HELL'S KITCHEN. HOPE PROVIDES WRAP-AROUND CASE MANAGEMENT, FORMAL MONEY MANAGEMENT SERVICES, BENEFIT ASSISTANCE AND SUPPORT. THESE SERVICES ARE NECESSARY FOR OLDER ADULTS TO AGE SAFELY AND WITH DIGNITY IN THEIR OWN HOMES. IN 2023, HOPE SERVED APPROXIMATELY 82 CLIENTS. IN ADDITION, THE PROGRAM BEGAN CLASSES BACK IN OUR BUILDING ON 46TH STREET. THESE CLASSES INCLUDE, BINGO, CHAIR YOGA, AND ZUMBA. HOPE NOW HAS THREE FULL TIME STAFF MEMBERS WHO ARE WORKING WITH ALL CLIENTS AND HOLD A CASE LOAD AVERAGING 30 CLIENTS EACH. 36746 COMMUNITY SUPPORT:HARTLEY HOUSE'S SUPPORT TO THE LOCAL COMMUNITY IS CRUCIAL. HARTLEY HOUSE PROVIDES BINGO FOR 30-40 SENIORS EVERY MONDAY AFTERNOON AND YOGA EACH THURSDAY FOR 25-30 PARTICIPANTS. HARTLEY HOUSE ALSO HOSTED GUEST SPEAKERS AND INFORMAL SOCIALIZATION FOR POTENTIALLY ISOLATED SENIORS. THIS YEAR, HARTLEY HOUSE ALSO HOSTED A VARIETY OF COMMUNITY EVENTS FOR ALL AGES WITHIN THE HELL'S KITCHEN COMMUNITY. THESE EVENTS INCLUDED FLU VACCINE HUB, PARTICIPATORY BUDGET MEETINGS AND TOWN HALLS. 512879 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 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 0 0 0 0 0 1 6 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X BTQ FINANCIAL 2129012500 115 BROADWAY 19TH FLOOR NEW YORK NY 10006 X ALICE TRUAX PRESIDENT 4.00 X X 0 0 0 ELEANOR MASCHERONI VICE PRESIDENT 1.00 X X 0 0 0 JOSEPHINE V GUMAER TREASURER 1.00 X X 0 0 0 DIANE DOWNS SECRETARY 1.00 X X 0 0 0 LILIAN M FABLE TRUSTEE 1.00 X 0 0 0 LOWELL LAMB TRUSTEE 1.00 X 0 0 0 ELIZABETH O'MELIA TRUSTEE 1.00 X 0 0 0 H HARTLEY DU PONT TRUSTEE 1.00 X 0 0 0 ANNE FLANNERY TRUSTEE 4.00 X 0 0 0 CATHERINE MATHIS TRUSTEE 1.00 X 0 0 0 CHARLES W TRUAX TRUSTEE 1.00 X 0 0 0 ALMA SCHNEIDER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 109147 161151 477176 50114 747474 PROGRAM FEES 611600 138432 138432 138432 2421 2421 8150 0 8150 8150 8150 107307 105925 1382 1382 1382 9665 109147 9665 0 OTHER REVENUE 900099 24812 24812 24812 922671 138432 0 36765 254337 234915 14950 4472 3677 3396 216 65 24198 22349 1423 426 23413 21625 1375 413 78000 78000 93650 93650 62063 34793 27234 36 42688 40026 2049 613 4846 4476 285 85 31984 29542 1880 562 1831 1831 339 339 45530 42052 2677 801 42407 35527 6204 676 REPAIRS, MAIN. & EQUIP. 32016 29571 1881 564 BAD DEBT EXPENSE 13287 13287 ACTIVITIES 8662 7125 1537 MISCELLANEOUS 8552 8552 10662 7482 3180 782142 512879 260550 8713 541071 738513 162808 112158 4589 753 14036 57595 2270596 2135084 181042 135512 224513 248020 14309 21188 1142368 1313739 129866 144449 14309 21188 868813 868813 42160 30449 1055148 1064899 X -231241 -68218 318461 317058 87220 248840 1142368 1313739 140529 21091 0 X X 0 1 X 1 0 X 691898 622405 294829 784680 747474 3141286 691898 622405 294829 784680 747474 3141286 876915 2264371 102085 11204 1102 45296 10571 170258 24812 24812 3336356 430032 0.67870 0.69550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 224513 23507 248020 253521 -29008 224513 234543 18978 253521 212017 22526 234543 181276 30741 212017 1.00000 0 0 48000 48000 2222596 2135084 87512 135512 X 943762 21091 21091 922671 0 922671 782142 0 782142 0 782142 PART IV, LINE 2B: HARTLEY HOUSE IS ACCREDITED BY THE SOCIAL SECURITY ADMINISTRATION (SSA) AS AN ORGANIZATIONAL REPRESENTATIVE PAYEE FOR HOPE CLIENTS, THE BASIS OF ITS FORMAL MONEY MANAGEMENT (FMM) COMPONENT. HOPE MANAGES ITS CLIENTS AS FULL REPRESENTATIVE PAYEES. THESE CLIENTS HAVE SIGNIFICANTLY REDUCED THEIR INCIDENCE OF ELDER FINANCIAL ABUSE, REDUCED THEIR DEBT, PREVENTED THEIR MONTHLY BILLS FROM ENDING UP IN ARREARS, AND PREVENTED POSSIBLE EVICTION - DELAYING EARLY INSTITUTIONALIZATION. PART V, LINE 4: THE POLICY IS TO ACCUMULATE INTEREST, DIVIDENDS, AND OTHER MARKET GAINS FOR FUTURE APPROPRIATION, IN ORDER TO MEET NEAR TERM PROGRAMMATIC NEEDS AS WELL AS LONGER TERM STRATEGIC GOALS. ANNUAL APPROPRIATIONS TO SUPPORT OPERATIONS ARE BUDGETED. ADDITIONAL APPROPRIATIONS ARE APPROVED BY THE BOARD OF DIRECTORS AS DEEMED PRUDENT AND DISTRIBUTED FOR OPERATING PURPOSES. PART X, LINE 2: HARTLEY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE THREE PREVIOUS TAX YEARS ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 1 WINE TASTING 118812 109147 9665 9665 118812 109147 9665 9665 9665 0 X 1 50000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ALICE TRUAX AND CHARLES TRUAX ARE SIBLINGS. FORM 990, PART VI, SECTION A, LINE 3 AN INDEPENDENT FIRM PROVIDES FISCAL MANAGEMENT SERVICES REPORTING DIRECTLY TO THE EXECUTIVE DIRECTOR AND BOARD OF TRUSTEES. THE SERVICES PROVIDED INCLUDE THE FOLLOWING: SUPERVISION AND MANAGEMENT OF THE FISCAL OPERATIONS OF THE ORGANIZATION, PREPARATION OF THE ANNUAL BUDGET, OVERSIGHT OF THE CASH MANAGEMENT SYSTEM, AND THE CREATION OF FINANCIAL REPORTS FOR THE BOARD OF DIRECTORS AND EXECUTIVE MANAGEMENT THROUGHOUT THE YEAR. NO ONE LISTED IN PART VII OR SCHEDULE J OF THE RETURN RECEIVED COMPENSATION FROM THE MANAGEMENT COMPANY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED A DRAFT OF THE FORM 990 WITH THE AUDIT COMMITTEE AND PROVIDED EDITS TO THE TAX PREPARER. AFTER THIS PROCESS WAS PERFORMED, THE FORM 990 WAS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C HARTLEY HOUSE HAS A BOARD APPROVED CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE HARTLEY HOUSE WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR AS THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.