2024-11-14T08:50:35-06:00 2023-12-31 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2023-01-01 472616775 Upstate New York Community Partners Inc UPST 5853254170 570 South Avenue Rochester NY 14620 Clay Simmons Chief Executive Officer 5853254170 2024-11-13 1 1 Daniel O'Dea P01418512 5852322956 2024-11-13 2023 2024-10-15 13:58:12Z Neighborworks Community Partners Clay Simmons 570 South Avenue Rochester NY 14620 858835 0 X www.nwcommunitypartners.org X 2015 NY Providing housing solutions for people and neighborhoods to build vibrant communities. 15 15 10 17 0 0 140250 208985 651473 649850 3351 0 1190 0 796264 858835 0 0 0 0 524184 680765 0 0 0 578606 372987 1102790 1053752 -306526 -194917 686210 442223 371313 322243 314897 119980 To enhance the quality of life for residents of Upstate New York from the neighborhood to regional level. To provide housing solutions for people and neighborhoods to build vibrant communities. 0 0 142081 649850 The organization provides management and oversight of programs offered by affiliated organizations. This program is also funded by government contributions in the amount of $191,900. 142081 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X The Organization 5853254170 570 South Avenue Rochester NY 14620 Kelley Ross-Brown Member 1.30 0.20 X 0 0 0 Christine Sanborn Member 1.30 0.30 X 0 0 0 Brian D White Member 1.30 0.10 X 0 0 0 Bruce Rumbold Member 1.30 0.20 X 0 0 0 Andrew Constantino Treasurer 1.30 0.30 X X 0 0 0 Dan Hawrylczak President 1.30 0.30 X X 0 0 0 Matt McDermott Chair 1.30 0.20 X X 0 0 0 Cathy Comiskey Vice President 1.30 0.10 X X 0 0 0 Michele Graves Member (Through 5/23) 1.30 0.10 X 0 0 0 Benjamin Bissell Member 1.30 X 0 0 0 Christopher Willey Member 1.30 0.10 X 0 0 0 Lauren Jednak Member 1.30 0.20 X 0 0 0 Laura Pennington Member 1.30 0.30 X 0 0 0 Darnell Haywood Member 1.30 0.20 X 0 0 0 Donna Stepien Member 1.30 0.10 X 0 0 0 Kristen Conrow-Goshen Secretary 1.30 X X 0 0 0 Lucy Candelario Member 1.30 0.20 X 0 0 0 Jerome Nagy - Chief Executive Officer (Through 1/23) 39.00 2.10 X 18198 0 779 Kelley Swann Chief Operating Officer/Interim CEO (2/23 - 7/23) 46.00 2.10 X 129971 0 7500 Adriana Eastlack Director of Finance 41.00 2.10 X 88345 0 7500 Clarence Simmons - Chief Executive Officer (Beginning 7/23) 46.00 2.10 X 68076 0 3461 Kathleen Steinman Director of Homeownership 13.00 34.00 X 22263 60006 7499 326853 60006 26739 1 0 0 0 0 191900 17085 208985 Management Fee Income 541610 649850 649850 649850 858835 649850 0 0 X 348112 17406 330706 248540 17535 231005 37112 2388 34724 47001 2787 44214 15516 15516 9560 9560 183691 38103 145588 6551 1811 4740 39233 28444 10789 77909 28404 49505 6962 382 6580 17949 598 17351 710 710 10690 3207 7483 3766 1016 2750 450 450 1053752 142081 911671 0 369659 208663 292848 164935 6746 13089 54634 48367 16957 6267 0 49269 686210 442223 180939 122048 23242 167132 200195 371313 322243 X 314897 119980 314897 119980 686210 442223 -194917 0 X 0 1 X 1 0 X 250482 326777 423860 140250 208985 1350354 250482 326777 423860 140250 208985 1350354 2902 1347452 3351 3351 1190 1190 1354895 3353544 0.99450 0.99680 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Program Service Revenue RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54634 48367 6267 6267 Right of Use Asset - Operating Lease 49269 49269 Note Payable to Related Party 150000 Operating Lease Liability 50195 200195 Form 990, Part VI, Section B, line 11b An electronic copy of the return was provided to the entire board for comments prior to filing. Form 990, Part VI, Section B, line 12c Before board or committee action on a contract or transaction involving a Conflict of Interest, a director or committee member having a Conflict of Interest and who is in attendance at the meeting shall disclose all facts material to the Conflict of Interest. Such disclosure shall be reflected in the minutes of the meeting. A director or committee member who plans not to attend a meeting at which he or she has reason to believe that the board or committee will act on a matter in which the person has a Conflict of Interest shall disclose to the chair of the meeting all facts material to the Conflict of Interest. The chair shall report the disclosure at the meeting and the disclosure shall be reflected in the minutes of the meeting. A person who has a Conflict of Interest shall not participate in or be permitted to be present or participate in any way in either the Audit Committee or Board of Director's deliberations and voting on the matter, except to disclose material facts and to respond to questions if needed. Such person is strictly prohibited from any attempt to improperly influence deliberations or voting on the matter at hand or exert his or her personal influence with respect to the matter, either at or outside the meeting. A person who has a Conflict of Interest with respect to a Contract or Transaction that will be voted on at a meeting shall not be counted in determining the presence of a quorum for purposes of the vote. The person having a conflict of interest may not vote on the Contract or Transaction and shall not be present in the meeting room when the vote is taken, unless the vote is by secret ballot. Such person's ineligibility to vote shall be reflected in the minutes of the meeting. Responsible Persons who are not members of the board of directors of Upstate Community Partners, Inc., or who have a Conflict of Interest with respect to a Contract or Transaction that is not the subject of board or committee action, shall disclose to the Chair or the CEO, any Conflict of Interest that such Responsible Person has with respect to a Contract or Transaction. Such disclosure shall be made as soon as the Conflict of Interest is known to the Responsible Person. The Responsible Person shall refrain from any action that may affect Upstate Community Partners, Inc.'s participation in such Contract or Transaction. If the Board of Directors chooses to engage in a substantial transaction with an insider, the board will consider a minimum of one alternative vendor or service provider, and document in the minutes of the Board of Directors, its basis for choosing the insider transaction. In the event it is not entirely clear that a Conflict of Interest exists, the individual with the potential conflict shall disclose the circumstances to the Chair or the Chair's designee, who shall determine whether there exists a Conflict of Interest that is subject to this policy. Form 990, Part VI, Section B, line 15 Neighborworks America's (NWA) compensation information is provided to the governing body. The NWA data takes into consideration the Organization's size, budget, tenure, position, and responsibilities both nationally and regionally. The governing body then suggests compensation and communicates with the related organizations to determine compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents available upon request. Form 990, Part IX, line 11g Outside Consulting/Service Fees: Program service expenses 38,103. Management and general expenses 112,602. Fundraising expenses 0. Total expenses 150,705. Outsource Accounting Services: Program service expenses 0. Management and general expenses 32,986. Fundraising expenses 0. Total expenses 32,986. 590 South Holdings LLC 570 South Avenue Rochester NY 14620 472642630 Real Estate NY Neighborhood Housing Services of Rochester Homeport Real Estate LLC 570 South Avenue Rochester NY 14620 472642725 Real Estate NY Neighborhood Housing Services of Rochester NCL NHS LLC 479 16th Street Niagara Falls NY 14303 474896213 Housing Development NY Niagara Falls Neighborhood Housing Services Inc Niagara Falls Neighborhood Housing Services Inc 479 16th Street Niagara Falls NY 14303 222279167 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 Black Rock Riverside Neighborhood Housing Services Inc 1943 Niagara Street Buffalo NY 14207 161163460 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 West Side Neighborhood Housing Services Inc 359 Connecticut Street Buffalo NY 14213 161167946 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 White's Livery Housing Development Fund 359 Connecticut Street Buffalo NY 14213 352422011 Housing Development NY 501(c)(3) Line 12a, I West Side Neighborhood Housing Services Inc 0 Neighborhood Housing Services of Rochester 570 South Avenue Rochester NY 14620 132976987 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 Portage Apartments LP 479 16th Street Niagara Falls NY 14303 161576660 Affordable Housing NY Niagara Falls Neighborhood Housing Services Inc 0 0 Portage Apartments Housing Development Fund Company Inc 479 16th Street Niagara Falls NY 14303 161576500 Affordable Housing NY Niagara Falls Neighborhood Housing Services Inc 0 Niagara Development Corporation 479 16th Street Niagara Falls NY 14303 161335092 Affordable Housing NY Niagara Falls Neighborhood Housing Services Inc 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0