2024-10-25T11:57:37-05:00 2024-06-30 472517893 BEERS HAMERMAN COHEN & BURGER PC 234 CHURCH STREET NEW HAVEN CT 06510 990 2023-07-01 060947027 FELLOWSHIP PLACE INC FELL 2034014227 441 ELM STREET NEW HAVEN CT 06513 MARY A GUERRERA EXECUTIVE DIRECTOR 2034014227 2024-10-18 1 0 FRANCIS BRODERICK P01437465 2037876527 2024-10-18 2023 2024-10-15 13:58:12Z MARY A GUERRERA 441 ELM STREET NEW HAVEN CT 06513 3325148 0 X WWW.FELLOWSHIPPLACE.ORG X 1976 CT FELLOWSHIP PLACE'S MISSION IS TO SERVE ADULTS WITH MENTAL ILLNESS (SEE SCHEDULE O FOR CONTINUATION) BY OFFERING A FULL RANGE OF THERAPEUTIC SUPPORT AND REHABILITATION SERVICES THAT PROMOTE INDEPENDENCE, WELLNESS, AND A MEANINGFUL LIFE. PROGRAMS INCLUDE DAILY ACTIVITIES, JOB TRAINING & PLACEMENT SERVICES, SUPPORTIVE HOUSING, AND CASE MANAGEMENT. 14 14 49 0 0 0 2483471 2970029 230968 239352 23339 54586 34340 49933 2772118 3313900 0 0 0 0 2098240 2170672 0 0 80637 913921 1052211 3012161 3222883 -240043 91017 4716198 4808249 411466 374863 4304732 4433386 X FELLOWSHIP PLACE'S MISSION IS TO SERVE ADULTS WITH MENTAL ILLNESS BY OFFERING A FULL RANGE OF THERAPEUTIC SUPPORT AND REHABILITATION SERVICES THAT PROMOTE INDEPENDENCE, WELLNESS, AND A MEANINGFUL LIFE. (SEE SCHEDULE O FOR CONTINUATIONS) SERVICES ARE PROVIDED ON A MULTI-PURPOSE CAMPUS WHERE CLIENTS MAY ACCESS A VARIETY OF SERVICES IN ONE LOCATION, OPEN 365 DAYS A YEAR. ALL SERVICES COMPLEMENT TRADITIONAL PSYCHIATRIC CARE BY PROVIDING CLIENTS OPPORTUNITIES FOR DAILY STRUCTURE AND A CHANCE TO LEARN AND PRACTICE LIFE SKILLS, AND FORM POSITIVE CONNECTIONS WITH PEERS AND THE COMMUNITY. PROGRAMS INCLUDE DAILY MEALS, DROP-IN SERVICES, SUPPORTIVE EDUCATION, SUPPORTIVE EMPLOYMENT, SUPPORTIVE HOUSING, CLINICAL GROUPS, PHYSICAL RECREATION, EXPRESSIVE ARTS, CASE MANAGEMENT, AND SUPPORTIVE COUNSELING. 0 0 2715087 239352 IN FY23-24 FELLOWSHIP PLACE TOUCHED THE LIVES OF MORE THAN 1500 UNDUPLICATED INDIVIDUALS LIVING WITH A MENTAL ILLNESS OR CO-OCCURRING MENTAL ILLNESS AND SUBSTANCE USE DISORDER. INDIVIDUALS SERVED INCREASED BY NEARLY 100%, PRIMARILY DUE TO GREATER UTILIZATION OF THE FELLOWSHIP INN, THE AGENCY'S DAYTIME DROP-IN PROGRAM FOR THE HOMELESS. THE FELLOWSHIP INN PROVIDED CASE MANAGEMENT SERVICES FOR 272 INDIVIDUALS AND BASIC NEEDS SUCH AS MEALS, LAUNDRY, SHOWERS, AND LOCKERS FOR 891 INDIVIDUALS. OTHER CORE PROGRAMS INCLUDE SOCIAL REHABILITATION, WHICH SERVED 379 PEOPLE; PERMANENT SUPPORTED HOUSING, WHICH SERVED 52 INDIVIDUALS, AND CAREER SERVICES, WHICH SERVED 203 INDIVIDUALS. THE AGENCY SERVES A DIVERSE RACIAL AND ETHNIC CLIENTELE WITH 46% IDENTIFYING AS WHITE/CAUCASIAN AND 40% IDENTIFYING AS BLACK/AFRICAN AMERICAN AND ABOUT 10% IDENTIFYING AS HISPANIC. MORE THAN 90% OF THE PEOPLE SERVED HAVE A VERY LOW FIXED INCOME, RANGING FROM $0 TO $1,000 PER MONTH, MOSTLY DERIVED FROM GOVERNMENT ENTITLEMENT PROGRAMS SUCH AS SSDI OR SSI. MAJOR ACCOMPLISHMENTS THIS YEAR INCLUDED THE DEVELOPMENT OF SPECIALTY GROUPS:1. THE EVIDENCE-BASED PROGRAM HOPES, WHICH IS A SKILL BUILDING GROUP FOR ADULTS AGED 60 AND UP WHO ARE LIVING WITH A MENTAL ILLNESS, WAS LAUNCHED IN DECEMBER 2023. AS OF JUNE 30, 23 INDIVIDUALS WERE ENROLLED IN THE PROGRAM. HOPE TEACHES PARTICIPANTS HOW TO MANAGE THEIR MENTAL ILLNESS WHILE ALSO COPING WITH THE NORMAL CHALLENGES ASSOCIATED WITH AGING. THE PROGRAM AIMS TO HELP OLDER ADULTS AGE IN PLACE AND DEVELOP A PEER SUPPORT NETWORK. 2. THE YOUTH SERVICES PREVENTION INITIATIVE PROVIDED SUPPORTIVE COUNSELING AND PSYCHOSOCIAL ACTIVITIES FOR YOUNG ADULTS AGED 18 TO 26 WHO HAVE RECENTLY BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH DISORDER. SERVICES CONSIST OF INDIVIDUAL AND GROUP ACTIVITIES TO IMPROVE SOCIAL SKILLS, USE OF LEISURE TIME, COMMUNICATION SKILLS, AND ORGANIZATIONAL SKILLS. GROUP PARTICIPANTS HAVE A HISTORY OF SOCIAL ISOLATION AND NEED ASSISTANCE WITH MAKING SOCIAL CONNECTIONS AND BUILDING HEALTHY RELATIONSHIPS. IN FY23-24 THE PROGRAM SERVED 30 UNDUPLICATED INDIVIDUALS.IN ADDITION, THE AGENCY CONTINUED TO ADDRESS FOOD INSECURITY BY OFFERING THREE FREE MEALS MONDAY-FRIDAY AND LUNCH ON WEEKENDS AND HOLIDAYS. APPROXIMATELY 60,000 MEALS WERE SERVED.SIGNIFICANT FOCUS WAS ALSO PLACED ON GIVING BACK TO THE COMMUNITY: STAFF FACILITATED NEIGHBORHOOD CLEAN-UPS WITH CLIENTS, COMMUNITY ART SHOWS, AND ORGANIZED CLIENTS FROM THE EXPRESSIVE ARTS PROGRAM TO DESIGN AND PAINT A MURAL FOR A LOCAL PARK. 2715087 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 49 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X THE ORGANIZATION 2034014227 441 ELM STREET NEW HAVEN CT 06513 NICHOLAS ZAUNER DIRECTOR 1.00 X 0 0 0 DR WILLIAM SHERMAN VICE PRESIDENT 2.00 X X 0 0 0 DEBBIE SCHAFFER DIRECTOR 1.00 X 0 0 0 KEVIN M LUDDY DIRECTOR 1.00 X 0 0 0 SUSAN VAUGHN LEWIS PRESIDENT 2.00 X X 0 0 0 GEORGE JONES TREASURER 2.00 X X 0 0 0 REBECCA IANNANTUONI SECRETARY 1.00 X X 0 0 0 DEBBIE COOK DIRECTOR 1.00 X 0 0 0 RENEE PERRONCEL DELAURENTIS DIRECTOR 1.00 X 0 0 0 MARY PEPE DIRECTOR 1.00 X 0 0 0 MONTE RADLER DIRECTOR 1.00 X 0 0 0 GARY TINNEY DIRECTOR 1.00 X 0 0 0 DEBBIE GIANINI DIRECTOR 1.00 X 0 0 0 JEFF ROSSI DIRECTOR 1.00 X 0 0 0 MARY A GUERRERA EXECUTIVE DIRECTOR 45.00 X 148645 0 27271 LUANN BUONO BUSINESS DIRECTOR 40.00 X 107541 0 21755 256186 0 49026 2 0 1 0 0 22878 2562548 384603 41254 2970029 HOUSING FOR CLIENTS 531110 239352 239352 239352 54586 54586 50481 22878 11248 39233 39233 INSURANCE PROCEEDS FRO 900099 10700 10700 10700 3313900 239352 0 104519 170695 146490 24205 1566440 1288513 226531 51396 36462 24356 10863 1243 257908 212894 37392 7622 139167 115342 19694 4131 53193 19408 33785 28774 12803 10207 5764 270783 239831 28812 2140 3611 3611 243869 238625 4878 366 73006 68684 3631 691 CLIENT MEALS AND KITCHE 138839 138839 COMMUNICATIONS 88055 62093 22124 3838 CLIENT SUPPORT 69894 69894 DONATED FOOD 41254 41254 40933 32450 5037 3446 3222883 2715087 427159 80637 153403 363478 980771 1003692 107041 115898 50384 35521 6021065 3334752 2833484 2686313 236626 264993 255621 260217 98868 78137 4716198 4808249 195031 196615 114313 101775 102122 76473 411466 374863 X 4145555 4278240 159177 155146 4304732 4433386 4716198 4808249 91017 41305 -3668 0 X X 0 1 X 1 0 X 2451398 2378403 2276786 2483471 2970029 12560087 2451398 2378403 2276786 2483471 2970029 12560087 12560087 17551 1091 898 23339 54586 97465 1823 740 1020 3583 12661135 1211225 0.99200 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 237481 16341 12711 241111 229303 20470 12292 237481 279194 -38507 11384 229303 228432 61455 10693 279194 231923 7680 11171 228432 1 0 155517 155517 2593418 1296776 1296642 2898296 1767406 1130890 321186 237180 84006 52648 33390 19258 2686313 INVESTMENT FUND AT COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 260217 F 260217 AMOUNT HELD AS AGENT 8582 LEASE LIABILITY 67891 76473 3322664 8764 8764 3313900 0 3313900 3231647 8764 8764 3222883 0 3222883 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO PROVIDE INCOME FOR PROGRAMS IN PERPETUITY. JAZZING FOR FELLOWSHIP 73359 22878 50481 700 7471 1750 1327 73359 22878 50481 700 7471 1750 1327 11248 39233 X 0 0 0 0 0 0 0 0 0 MARY A GUERRERA EXECUTIVE DIRECTOR 148645 0 0 0 0 0 0 0 27271 0 175916 0 0 0 X 20941 41254 FMV PER POUND 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED AND REVIEWED BY THE BUSINESS DIRECTOR AND THE EXECUTIVE DIRECTOR. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. AS PART OF THE REVIEW PROCESS, OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING ANY BUSINESS OR PERSONAL RELATIONSHIPS WHICH MAY PRESENT A CONFLICT OF INTEREST. THE PRESIDENT OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING ALL DISCLOSURE STATEMENTS AND REPORTING ANY POTENTIAL AREAS OF CONCERN TO THE FULL BOARD AND THE EXECUTIVE DIRECTOR. ANY DIRECTOR HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST IN A MATTER BEFORE THE BOARD OF DIRECTORS MUST RECUSE HIM/HERSELF FROM VOTING ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE. DECISIONS ON SALARY ADJUSTMENTS ARE MADE BY THE PRESIDENT IN COLLABORATION WITH THE FINANCE COMMITTEE. ALL OTHER KEY EMPLOYEES RECEIVE PERIODIC REVIEWS BY THEIR DIRECT SUPERVISOR. THE BOARD OF DIRECTORS ADOPTS A BUDGET FOR SALARY INCREASES AS PART OF ITS ANNUAL BUDGET PREPARATION. FORM 990, PART VI, SECTION C, LINE 18 IT MAY ALSO BE VIEWED ON THE GIVEGREATER.ORG WEBSITE. FELLOWSHIP PLACE UPDATES THE AGENCY'S PROFILE ON THIS SITE AT LEAST ANNUALLY AND POSTS THE CURRENT 990 AS PART OF THE REGULAR UPDATES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FROM A MEMBER OF THE PUBLIC, THE ORGANIZATION WILL FORWARD BY U.S. MAIL OR, IF AVAILABLE, ELECTRONIC MAIL, ALL GOVERNING DOCUMENTS (E.G. BY-LAWS, CERTIFICATE OF INCORPORATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS.) FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE, AS PART OF THE BOARD OF DIRECTORS, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT AUDITORS. NO CHANGE FROM PRIOR YEARS.