2024-05-13T18:13:39-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 452612118 PATHWAYS TO HOUSING - PA PATH 2153901500 5201 OLD YORK ROAD 108 PHILADELPHIA PA 19141 CHRISTINE SIMIRIGLIA PRESIDENT AND CEO 2153901500 2024-05-10 1 CHRISTINE SIMIRIGLIA 999009999 0 WILLIAM A LOUGHERY P01603932 2156433900 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE SIMIRIGLIA 5201 OLD YORK ROAD 108 PHILADELPHIA PA 19141 18976806 0 X WWW.PATHWAYSTOHOUSINGPA.ORG X 2010 PA WE PROVIDE HOMES, RESTORE HEALTH & RECLAIM LIVES FOR CHRONICALLY HOMELESS PEOPLE WITH DISABILITIES. 17 17 186 80 0 0 11926477 10515399 9096328 8332966 0 0 -4493 106991 21018312 18955356 951010 1085999 0 0 7929284 9179044 0 0 335845 10305105 11216328 19185399 21481371 1832913 -2526015 7946049 7866944 1263828 3710738 6682221 4156206 X PATHWAYS TO HOUSING PA EMPOWERS PEOPLE WITH DISABILITIES TO IMPROVE THEIR HOUSING STABILITY, ACHIEVE BETTER HEALTH, AND RECLAIM THEIR LIVES. 0 0 16512093 0 8030983 AS ORIGINATORS OF THE HOUSING FIRST MODEL IN PHILADELPHIA, PATHWAYS TO HOUSING PA HAS ENDED HOMELESSNESS FOR 500+ INDIVIDUALS WITH DISABILITIES WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS. PATHWAYS WAS FOUNDED WITH THE MISSION TO TRANSFORM THE LIVES OF PEOPLE EXPERIENCING CHRONIC HOMELESSNESS DUE TO MENTAL HEALTH CHALLENGES AND OTHER DISABILITIES BY SUPPORTING SELF-DIRECTED RECOVERY AND COMMUNITY INTEGRATION. THROUGH THE HOUSING FIRST MODEL, WE HAVE DEVELOPED A SUCCESSFUL PATH OUT OF HOMELESSNESS, BY FIRST ENSURING SAFE AND STABLE HOUSING FOR THESE INDIVIDUALS AND THEN ADDRESSING THEIR UNDERLYING ISSUES AROUND MENTAL HEALTH, SUBSTANCE USE, MEDICAL CARE, INCOME, AND EDUCATION. (CONTINUED ON SCHEDULE O)OUR APPROACH DIFFERS FROM OTHER METHODS FOR ENDING HOMELESSNESS BY HOUSING PEOPLE DIRECTLY FROM THE STREETS WITHOUT PRECONDITION. AT THE REQUEST OF THE CITY OF PHILADELPHIA, AS A METHOD OF ASSISTING THOSE ON THE STREETS LIVING WITH SUBSTANCE USE DISORDER, PATHWAYS TO HOUSING PA BEGAN A HOUSING FIRST PROGRAM WITH A POPULATION OF CHRONICALLY HOMELESS INDIVIDUALS ALSO DEALING WITH OPIOID ADDICTION. PATHWAYS TO HOUSING PA MAINTAINS AN 85% HOUSING RETENTION RATE WITH INDIVIDUALS NOT CONSIDERED "HOUSING READY" BY OTHER PROGRAMS. AN INDEPENDENT EVALUATION SHOWED THAT PATHWAYS TO HOUSING PA'S SERVICES ARE LESS EXPENSIVE PER PERSON THAN COMPARABLE ORGANIZATIONS. ADDITIONALLY, WE PARTNER WITH LANDLORDS THROUGHOUT PHILADELPHIA AND RENT VACANT MARKET-RENT APARTMENTS IN THE CITY, HELPING TO RETAIN OUR CITY'S TAX BASE. OUR SERVICES ARE LIFE-CHANGING FOR THE PEOPLE BEING HOUSED AND BENEFICIAL FOR OUR COMMUNITY AS A WHOLE. 1718955 1085999 253355 NO CHILD SHOULD SLEEP ON THE FLOOR. NO FAMILY SHOULD BE WITHOUT A DINNER TABLE. EVERYONE SHOULD HAVE A PLACE TO STORE CLEAN CLOTHES AND TREASURED BELONGINGS. THESE ARE THE SIMPLE, HUMAN GOALS OF THE PHILADELPHIA FURNITURE BANK - TURNING EMPTY HOUSES INTO WELCOMING HOMES BY PROVIDING NO-COST FURNISHINGS TO INDIVIDUALS AND FAMILIES IN NEED. IN FISCAL YEAR 2023, 49 MEMBER AGENCIES USED THE PHILADELPHIA FURNITURE BANK. WE PROVIDED FURNITURE FOR MORE THAN 3,500 PEOPLE IN 1,395 LOW INCOME HOUSEHOLDS IN PHILADELPHIA. OF THOSE, MORE THAN 1,200 ARE CHILDREN, NEARLY 900 ARE WOMEN, AND 262 ARE VETERANS. 40372 0 170092 IN 2022, WE LAUNCHED OUR FIRST SOCIAL ENTERPRISE, GOOD HAUL. THIS JUNK HAULING SERVICE WORKS IN TANDEM WITH THE PHILADELPHIA FURNITURE BANK, ENSURING THAT USEABLE FURNITURE ITEMS ARE DELIVERED TO PFB. OTHER USEABLE HOUSEHOLD ITEMS ARE SENT TO OUR PARTNER NONPROFITS LIKE CIRCLE THRIFT AND HABITAT FOR HUMANITY'S RESTORE, TECHNOLOGY AND OTHER RECYCLABLE ITEMS ARE RECYCLED, METAL IS SCRAPPED, AND THE AMOUNT OF ITEMS THAT END UP IN A LANDFILL ARE MINIMIZED TO THE BEST OF OUR ABILITY. REVENUE FROM GOOD HAUL IS REINVESTED IN THE PHILADELPHIA FURNITURE BANK. GOOD HAUL IS STILL IN THE EARLY STAGES, BUT IS ON TARGET TO MEET ITS GOALS FOR THE COMING YEAR. 18271420 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 196 0 1 186 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DON STEWART 2154997802 5201 OLD YORK RD SUITE 108 PHILADELPHIA PA 19141 IRA RICHARDS ESQ CHAIR 2.00 1.00 X 0 0 0 DIAMOND BERTIL VICE CHAIR 2.00 1.00 X 0 0 0 GEORGE SABO IV TREASURER 2.00 1.00 X 0 0 0 MARK SALZAR PHD SECRETARY 2.00 1.00 X 0 0 0 KRISTEN ALWINE BOARD MEMBER 2.00 0.00 X 0 0 0 BRANDYN CAMPBELL BOARD MEMBER 2.00 0.00 X 0 0 0 ELISA FOSTER BOARD MEMBER 2.00 0.00 X 0 0 0 KASANDRA GARNES BOARD MEMBER 2.00 0.00 X 0 0 0 JEFF GIBBARD BOARD MEMBER 2.00 0.00 X 0 0 0 MEGAN GIBSON BOARD MEMBER 2.00 0.00 X 0 0 0 LISA GRIFFIN BOARD MEMBER 2.00 0.00 X 0 0 0 LAURA MCCLAMMER BOARD MEMBER 2.00 0.00 X 0 0 0 ANTHONY PIANTIERI BOARD MEMBER 2.00 0.00 X 0 0 0 DAMON REAVES BOARD MEMBER 2.00 0.00 X 0 0 0 BRIAN RODIN BOARD MEMBER 2.00 0.00 X 0 0 0 PAMELA VASQUEZ BOARD MEMBER 2.00 0.00 X 0 0 0 JAMES WHITAKER BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIFER WOOD BOARD MEMBER 2.00 0.00 X 0 0 0 PAM SELVEY BOARD MEMBER 2.00 0.00 X 0 0 0 JEANNINE LISITSKI BOARD MEMBER 2.00 0.00 X 0 0 0 CHRISTINE SIMIRIGLIA PRESIDENT AND CEO 40.00 1.00 X 256897 0 38230 DOUG HACKER CFO (ENDED MARCH 2023) 40.00 0.00 X 162750 0 12592 KEVIN HAILS PSYCHIATRIST 40.00 0.00 X 242248 0 14774 SUSAN VANDERBURG CONTROLLER 40.00 0.00 X 118294 0 13985 JAVIER AGUERO DIRECTOR OF IT AND MIS 40.00 0.00 X 138167 0 11460 WILLIAM MAROON COO 40.00 0.00 X 110728 0 13397 KARL OBERG PSYCHIATRIST 40.00 0.00 X 127808 0 8316 1156892 0 112754 7 0 1 0 PBM PROPERTIES 505 HAZELTINE CIRCLE MOORESTOWN NY 08057 LANDLORD FOR PARTICIPANTS 299003 TYRONE JOHNSON 655 E ALLEGHENY AVE PHILADELPHIA PA 19134 PARTICIPANT APT REPAIRS 219450 HILLTOP CRESCENT LP 1776 AVENUE OF STATES LAKEWOOD NJ 08701 LANDLORD FOR PARTICIPANTS 214558 OYR REALTY PARTNERS IV LP 4328-42 RIDGE AVENUE UNIT 104 PHILADELPHIA PA 19129 OFFICE RENT 210422 N 33RD REALTY LLC 4 RONWOOD ROAD CHESTNUT RIDGE NY 10977 LANDLORD FOR PARTICIPANTS 209654 16 29313 8655057 1831029 1085999 10515399 MEDICAL ASSISTANCE 621910 7045478 7045478 CLIENT INCOME 624229 511579 511579 TRAINING FEES 624200 272124 272124 FURNITURE BANK FEES 624200 253355 253355 GOOD HAUL 624200 170092 170092 80338 80338 8332966 6977 29313 21450 -14473 -14473 MISCELLANEOUS INCOME 900099 120323 120323 MEDICAL RECORDS 900099 1141 1141 121464 18955356 8454430 0 -14473 1085999 1085999 472913 116993 255912 100008 6867593 5500110 1249885 117598 181960 146504 32603 2853 1087962 854861 212055 21046 568616 437071 115597 15948 18233 10765 6455 1013 161152 95142 57056 8954 367961 229902 137873 186 597352 447299 118571 31482 236246 165638 57584 13024 566235 496558 58065 11612 60955 57215 3547 193 119509 73229 43886 2394 124179 109277 12418 2484 297073 264746 26940 5387 CLIENT RENTAL EXPENSES 5409765 5409765 CLIENT HOUSING & LIVING 2402606 2402606 FURNITURE BANK EXPENSES 360315 360315 494747 7425 485659 1663 21481371 18271420 2874106 335845 1301835 1885549 4664810 2368514 486933 206676 249836 228068 529115 607142 1305413 934979 317964 370434 395556 2200561 7946049 7866944 1088372 1389090 21959 32242 153497 271594 0 2017812 1263828 3710738 X 6312232 3977641 369989 178565 6682221 4156206 7946049 7866944 -2526015 0 X 0 1 X 1 1 1 X 8577627 8120676 8892419 11936227 10515399 48042348 8577627 8120676 8892419 11936227 10515399 48042348 48042348 57092 10864 25067 4304 121464 218791 48261139 40944650 0.99550 0.99710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 57,092. 2019 AMOUNT: $ 10,864. 2020 AMOUNT: $ 25,067. 2021 AMOUNT: $ 4,304. 2022 AMOUNT: $ 121,464. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 468580 399061 69519 792502 533455 259047 44331 2463 41868 370434 SECURITY DEPOSITS 8333 DUE FROM PATHWAYS HOUSING WELLNESS CORPORATION 211367 RIGHT OF USE ASSET 1980861 2200561 LEASE LIABILITY 2017812 2017812 X 19022648 45842 21450 67292 18955356 0 18955356 21548663 45842 21450 67292 21481371 0 21481371 PART IV, LINE 2B: PATHWAYS, AS PART OF SOCIAL SECURITY'S REPRESENTATIVE PAYMENT PROGRAM, MAINTAINS A SOCIAL SECURITY BENEFICIARY ACCOUNT FOR SOCIAL SECURITY PAYMENTS MADE TO ITS CLIENTS. PATHWAYS MANAGES THESE RESOURCES ON THEIR BEHALF TO HELP CREATE A STABLE LIVING ENVIRONMENT AND ENSURE THAT BASIC NEEDS OF FOOD, SHELTER, CLOTHING, AND MEDICAL CARE ARE MET. PART X, LINE 2: PATHWAYS AND PATHWAYS HOUSING WELLNESS CORPORATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, OR LOCAL AUTHORITIES. PATHWAYS IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PATHWAYS AND PATHWAYS HOUWING WELLNESS CORPORATION FOLLOW THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 21,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 21,450. FURNISHED FOR GOOD 36290 29313 6977 12781 2500 21450 36290 29313 6977 12781 2500 21450 36731 -29754 1 FURNITURE 1395 1085999 SALVATION ARMY VALUATION OF DONATED ASSETS DISTRIBUTION OF GENTLY USED DONATED FURNITURE TO INDIVIDUALS AND FAMILIES MOVING OUT OF HOMELESSNESS PART I, LINE 2: THE PHILADELPHIA FURNITURE BANK WELCOMES MEMBER AGENCY ORGANIZATIONS THAT SERVE INDIVIDUALS AND FAMILIES WHO ARE TRANSITIONING FROM HOMELESSNESS OR OTHER CRISIS SITUATIONS, BUT CANNOT AFFORD BASIC HOME FURNISHINGS. MEMBER AGENCIES MUST HAVE OFFICES IN PHILADELPHIA, AND CLIENTS REFERRED TO PHILADELPHIA FURNITURE BANK MUST BE RESIDENTS OF PHILADELPHIA. MEMBER AGENCIES RECEIVE A SPECIAL LINK TO MAKE APPOINTMENTS TO PICK OUT FURNITURE. THE MEMBER AGENCIES SELF-CERTIFY WHILE MAKING THE APPOINTMENT ONLINE THAT THEIR CLIENT MEETS THE BELOW CRITERIA. MEMBER AGENCIES DETERMINE ELIGIBILITY BASED ON THE BELOW PHILADELPHIA FURNITURE BANK REQUIREMENTS: 1. THOSE MOVING OFF THE STREETS, OUT OF SHELTER, OR OUT OF TRANSITIONAL HOUSING 2. VICTIMS OF DOMESTIC VIOLENCE FINDING NEW HOMES 3. YOUNG ADULTS LEAVING FOSTER CARE FOR PERMANENT HOUSING 4. REFUGEE FAMILIES MOVING INTO NEW HOMES 5. VICTIMS OF PERSONAL AND NATURAL CATASTROPHES WHO ARE STARTING OVER IN A NEW HOME 6. FURNITURE FOR CHILDREN/FAMILIES TO FACILITATE REUNIFICATION 7. TRANSITIONAL HOUSING ARRANGEMENTS - FAMILIES MOVING INTO PERMANENT HOUSING AFTER LIVING WITH RELATIVES 8. PREVIOUSLY HOMELESS EX-OFFENDERS COMING OUT OF JAIL/PRISON AND GOING INTO PERMANENT HOUSING OR COMING FROM A TRANSITIONAL ARRANGEMENT AFTER RELEASE, AND GOING INTO PERMANENT HOUSING. X X 1 0 0 0 0 0 0 1 0 CHRISTINE SIMIRIGLIA PRESIDENT AND CEO 231272 0 25625 0 0 0 7707 0 30523 0 295127 0 0 0 KEVIN HAILS PSYCHIATRIST 237613 0 4635 0 0 0 7267 0 7507 0 257022 0 0 0 DOUG HACKER CFO (ENDED MARCH 2023) 161750 0 1000 0 0 0 3929 0 8663 0 175342 0 0 0 PART I, LINE 4A DOUG HACKER RECEIVED SEVERANCE OF $12,554 PAID ON MARCH 31, 2023. PART I, LINE 7 BONUSES PAID TO THE PRESIDENT AND CEO ARE BASED ON MEETING AGREED-UPON GOALS SET DURING THE ANNUAL PERFORMANCE REVIEW. THE AMOUNT OF THE BONUS IS CAPPED FOR EACH POSITION AND APPROVED BY THE BOARD (FOR THE PRESIDENT AND CEO) OR THE PRESIDENT AND CEO (FOR ALL OTHERS). THE GOALS ARE NOT BASED UPON REVENUE OR NET EARNINGS OF THE ORGANIZATION. X FURNITURE 3845 1085999 SALVATION ARMY VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS A STANDING EXECUTIVE COMMITTEE WHICH CONSISTS OF AT LEAST THREE DIRECTORS, ONE OF WHOM SHALL BE THE CHAIRPERSON OF THE BOARD. THE OTHER MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE APPOINTED BY THE CHAIRPERSON, SUBJECT TO THE APPROVAL OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE ALL AUTHORITY OF THE BOARD EXCEPT AS TO THE FOLLOWING MATTERS: 1. CREATING OR FILLING OF VACANCIES OF THE BOARD OR ANY COMMITTEES 2. AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW BYLAWS 3. AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS SHALL NOT BE AMENDABLE OR REPEALABLE 4. ACTION ON MATTERS COMMITTED BY THE BYLAWS OR A RESOLUTION OF THE BOARD EXCLUSIVELY TO ANOTHER COMMITTEE OF THE BOARD FORM 990, PART VI, SECTION B, LINE 11B PATHWAYS TO HOUSING PA ENGAGES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FORM 990. THE EXECUTIVE COMMITTEE HAS A MEETING TO APPROVE THE FORM 990 FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, BOARD MEMBERS, SENIOR MANAGEMENT, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE RESPONSES ARE REVIEWED AND SUMMARIZED BY THE CFO AND CEO. THIS SUMMARY IS SHARED WITH THE APPLICABLE PARTIES AND ANYTHING THAT IS REQUIRED TO BE REPORTED IS DISCLOSED TO THE BOARD OF DIRECTORS. IF A CONFLICT OR POTENTIAL CONFLICT EXISTS, THEN THE AFFECTED INDIVIDUAL WILL BE ASKED TO REMOVE THEMSELVES FROM INVOLVEMENT IN ANY RELATED DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD CHAIRPERSON AND THE EXECUTIVE COMMITTEE OF THE BOARD. ALL MEMBERS THAT ARE INVOLVED IN THE PROCESS ARE INDEPENDENT. THERE WAS AN INITIAL COMPENSATION STUDY BASED ON CHARITY NAVIGATOR DONE IN THE PAST TO BRING THE CEO'S COMPENSATION UP TO MARKET. GUIDELINES WERE PUT IN PLACE AND FOLLOWED EACH YEAR SINCE. THE PROCESS TAKES PLACE ANNUALLY IN SEPTEMBER FOR THE MOST RECENT FISCAL YEAR END (JUNE) AND IS TIMELY DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023 FORM 990, PART VI, SECTION C, LINE 19 PATHWAYS TO HOUSING PA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PATHWAYS HOUSING WELLNESS CORPORATION 5201 OLD YORK ROAD 4TH FLOOR PHILADELPHIA PA 19141 871347992 AFFORDABLE HOUSING PA 501(C)(3) LINE 12A, I 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PATHWAYS HOUSING WELLNESS CORPORATION D 230000 LOAN DOCUMENTS