2025-09-29T10:49:34-05:00 2024-09-30 161187988 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2023-10-01 161207512 SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION SOUT 5854363090 10 Cady Street ROCHESTER NY 14608 Patricia Jackson Executive Director 5854363090 2025-09-22 1 1 Jeanne Beutner P00228650 5852322956 2025-09-15 2023 2025-03-06 01:10:19Z Patricia Jackson 10 Cady Street ROCHESTER NY 14608 359883 0 X www.swanonline.org X 1981 NY To improve the quality of life for residents and families in SouthWest Rochester. 7 7 15 21 0 0 456108 334602 7697 4521 0 60 69048 20700 532853 359883 98149 40087 0 0 301101 294616 0 0 0 201572 168118 600822 502821 -67969 -142938 340947 227695 55018 61673 285929 166022 X SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the SouthWest community. 0 1 57266 4521 Nutrition Program: SWAN provides seniors who reside in zip codes 14608, 11 and 19 with services and programs designed to keep them healthy and active. They receive a nutritious meal every day along with activities, exercise classes, line dancing, BINGO games and field trips. The program is funded through Monroe County's Office for the Aging.This program is supported with $56,209 in government grant contributions found on the form 990, Page 9, Part VIII line 1(h). 77284 40087 Family Emergency Program. Under this program SWAN provides emergency assistance for residents residing in zip codes 14608, 11 and 19 with rental, utility and food assistance. They also can get bus passes and referrals for other services. SWAN provides case management to them as well.This program is supported with $59,251 in contributions from United Way found on the form 990, Page 9, Part VIII line 1(a). 90763 NYS Preservation Program. Under this program we provide assistance to low-income homeowners with minor repairs to their homes in zip codes 14608, 11 and 19. We assist with the Jefferson Avenue and Genesee Street Business Associations in the planning of their activities and clean-ups. We work with community churches and block clubs on community events. We partner with the City of Rochester and the Neighborhood Service Center on Public Safety initiatives such as National Night Out.This program is supported with $141,082 in government grant and ESL grant contributions found on the form 990, Page 9, Part VIII line 1(h). 159570 20700 OTHER PROGRAMS: The Settlement House Program provides additional support and services to our seniors, youth and families in the SouthWest Community. The Eviction Prevention Rental Assistance Program is administered by the County of Monroe and the City of Rochester. SWAN was awarded this grant to interview individuals, determine eligibility and administer rental arrears to property owners to maintain housing for Monroe County/City of Rochester residents facing eviction due to circumstances related to COVID.Emergency Services - Services provided include: food and clothing referrals, bus transportation, utility, rental and mortgage assistance, employment and job readiness referrals, food vouchers, summer lunch programs, holiday assistance, food, toys, and clothing, and holiday dinners. The goal is to increase the ability of low income households in the Greater Rochester Area to meet their basic family needs and increase financial stability.These programs are supported with $56,229 in government grant contributions found on 990, Page 9, Part VIII line 1(h). 159570 20700 384883 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X X The Organization 5854363090 10 Cady Street ROCHESTER NY 14608 Brendan Francis Started 2024 Member 1.00 X X 0 0 0 Randolph Geeter Started 2023 Member 1.00 X 0 0 0 Pastor Gail Berkes Started 2023 Member 1.00 X X 0 0 0 Woodrow Hammond President 5.00 X X 0 0 0 Carol Kendrick Interim Vice President 3.30 X 0 0 0 Paul Flagg Started 2023 Member 1.00 X 0 0 0 Sister Marsha Allen Member 1.00 X 0 0 0 Patricia Jackson Executive Director 40.00 X 53654 0 0 53654 0 0 0 0 0 0 0 59251 273819 1532 334602 Nutrition 900099 4521 4521 4521 60 60 20700 0 20700 20700 20700 359883 25221 0 60 40087 40087 55384 49846 5538 204026 193473 10553 11273 657 10616 23933 22130 1803 12022 12022 17161 17161 27796 12030 15766 44 44 11417 1858 9559 4031 906 3125 11991 11284 707 25 25 8831 8831 3235 3235 12417 12417 10993 519 10474 Workforce Development 29400 29400 Program Supplies 12199 11744 455 6556 2118 4438 502821 384883 117938 0 51285 8988 85 119 79586 21014 122 122 890739 713589 189567 177150 17777 17777 2525 2525 340947 227695 20947 24700 2500 34071 34473 55018 61673 X 199276 143302 86653 22720 285929 166022 340947 227695 X -142938 23031 X 1 X 0 1 0 X 262231 278463 939972 456108 334602 2271376 262231 278463 939972 456108 334602 2271376 66400 2204976 13704 19101 18050 24307 20760 95922 893 3064 14011 44741 62709 2430007 27185 0.90740 0.86460 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Program Revenue RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4250 4250 4250 4250 4250 4250 4250 4250 4250 4250 1 0 27283 27283 669239 524605 144634 194217 188984 5233 177150 Perpetual Trust 17777 F 17777 Line of Credit 34473 34473 Part V, Line 4: The related assets are held in a perpetual trust. Income earned on these funds is unrestricted and used for general support of the Organization's exempt purpose. 1 Emergency Assistance 595 40087 Cost Rent assistance, clothing, furniture, repairs, etc. Part I, Line 2: Individuals who recieve grants are residents within the geographical area served. They must provide the Organization with proof of income, proof of household makeup, picture ID, and letter/notification/eviction notice/shut-off notice, etc. from utility service provider or landlord stating individual's name, account number, amount past due or needed to prevent service shut-off or eviction, as the case may be. For non-cash items, they must provide lease, statement or note from landlord stating apartment was unfurnished or proof that current appliance cannot be repaired. Individuals from outside the geographical area served are accepted if they are referred directly from another agency. Woodrow Hammond Board President Cash Flow X 2500 2500 0 1 0 2500 Form 990, Part III, line 3 Neighborhood Collaborative Project: The Neighborhood collaborative Project is an effort to collaborate across neighborhood community centers and service providers to strengthen the community from within. The Collaborative coordinates services and resources to improve individuals and families livelihoods and, in time, improve neighborhood conditions. This was discontinued in April 2024. Form 990, Part VI, Section A, line 6 SWAN has a one class of general members. Form 990, Part VI, Section A, line 7a Members may elect the Board of Directors. Form 990, Part VI, Section A, line 7b The bylaws of the Association may be adopted, altered, amended or repealed by a majority vote of the members of the Association. Form 990, Part VI, Section A, line 8b There are no other committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b A draft copy is reviewed by board members before it is filed. Form 990, Part VI, Section B, line 12c SWAN reviews the vendors used to ensure that there are no direct or indirect interests that could be perceived as a conflict of interest for the organization. If an appearance of a conflict of interest arises, it is first discussed with the Executive Director, Finance Manager, and Board President. If a conflict is determined to exist, SWAN will not proceed. Form 990, Part VI, Section B, line 15 The Board reviews compensation annually of the Executive Director. There are no other key employees. Form 990, Part VI, Section C, line 19 All volunteers receive a copy of our personnel policy manual, including a conflict of interest policy and governing policies at orientation. All funding providers and banks receive a copy of SWAN's financial statements. Form 990, Part XI, line 9: Prior Period Adjustment to the 990 23,031.