2026-03-20T14:46:56-05:00 2025-06-30 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-07-01 131656652 HARTLEY HOUSE INC HART 2122469885 413 WEST 46TH STREET NEW YORK NY 10036 JOSEPHINE V GUMAER TREASURER 2122469885 2026-03-20 1 0 MARQUS WHITE P00053187 9734726250 2026-03-03 2024 2025-03-06 01:10:19Z JOSEPHINE V GUMAER 413 WEST 46TH STREET NEW YORK NY 10036 1045777 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. 10 10 13 15 0 0 1528268 833168 142095 36623 12586 21819 39445 54705 1722394 946315 0 0 0 0 313964 248920 0 0 9470 496117 512297 810081 761217 912313 185098 1230810 1424517 47745 48456 1183065 1376061 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 191122 HOME OUTREACH PROGRAM FOR ELDERS (HOPE):HOPE AT HARTLEY HOUSE CONTINUES TO PROVIDE CRITICAL SUPPORT AND SERVICES TO OLDER ADULTS IN HELL'S KITCHEN. THIS PROGRAM ENSURES THAT OLDER ADULTS REMAIN INDEPENDENT AND SAFE IN THEIR HOMES WHILE FOSTERING A SENSE OF COMMUNITY AND CONNECTION. THROUGH A COMBINATION OF CASE MANAGEMENT, HEALTH EDUCATION, SOCIAL ACTIVITIES, AND TAILORED RESOURCES, HOPE EMPOWERS OLDER ADULTS TO LIVE HEALTHIER, HAPPIER LIVES. HERE ARE SOME HIGHLIGHTS OF THE PROGRAM'S CURRENT INITIATIVES AND NEW DEVELOPMENTS:- ENGAGING WEEKLY ACTIVITIES: HOPE OFFERS FOUR DAYS OF PROGRAMMING EACH WEEK THAT INCLUDES BINGO, SALSA DANCING, TAI CHI, MOVEMENT CLASSES, AND GROUP OUTINGS DESIGNED TO PROMOTE WELLNESS AND SOCIAL INTERACTION.- ONSITE HEALTH SUPPORT: AN ONSITE NURSE PROVIDES BLOOD PRESSURE SCREENINGS ALONG WITH HEALTH EDUCATION SESSIONS THAT RESPOND DIRECTLY TO TOPICS IDENTIFIED BY PARTICIPANTS.- TECHNOLOGY TRAINING: NEW TECHNOLOGY SUPPORT IS BEING INTRODUCED TO HELP OLDER ADULTS NAVIGATE DIGITAL TOOLS, ACCESS ESSENTIAL RESOURCES, AND STAY CONNECTED WITH LOVED ONES AND MEDICAL PROVIDERS. - SOCIAL AND WELLNESS PROGRAMS: A WIDE RANGE OF SOCIAL GATHERINGS AND WELLNESS PROGRAMS ENCOURAGE COMMUNITY BUILDING, REDUCES ISOLATION, AND SUPPORTS EMOTIONAL AND PHYSICAL WELL-BEING. 120364 36623 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 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. THE AFTER-SCHOOL PROGRAM INCLUDES THE REGULAR SUPPORT OF AN ARTS CONSULTANT WHO PROVIDES HANDS-ON ARTS ENRICHMENT THROUGHOUT THE SCHOOL YEAR. 80700 CREATIVE ART:OUR CREATIVE ARTS PROGRAM IS SUCH AN EFFECTIVE TOOL FOR KEEPING OUR STUDENTS ENGAGED AND INTERESTED. THE ART CONSULTANT, IN CONCERT WITH THE STAFF, ESTABLISHES A PROJECT CALENDAR WITH MONTHLY THEMES - REASONS TO GIVE THANKS, HEALTH AND FITNESS, HOLIDAYS AROUND THE WORLD, ETC. - TO CREATE VARIETY THROUGHOUT THE SCHOOL YEAR AND FOSTER THE CHILDREN'S CURIOSITY AND ANTICIPATION. WITHIN THIS FRAMEWORK, WE OFFER ART INSTRUCTION AND PROJECTS TO CHILDREN IN GRADES K-5 EVERY DAY OF THE WEEK. 392186 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 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 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 EARLE MASCHERONI VICE PRESIDENT 1.00 X X 0 0 0 JOSEPHINE V GUMAER TREASURER 1.00 X X 0 0 0 DIANE CARDONA DOWNS SECRETARY 1.00 X 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 HUDSON GUILD 441 WEST 26TH STREET NEW YORK NY 10001 FIN. & MAN. SERVICES 243323 1 112966 147366 572836 100229 833168 PROGRAM FEES 611600 36623 36623 36623 9217 9217 54705 0 54705 54705 54705 103980 91378 12602 12602 12602 8084 112966 8084 0 946315 36623 0 76524 201795 178794 21358 1643 7940 7035 840 65 21925 19427 2320 178 17260 15293 1827 140 170016 170016 97000 97000 67335 56935 10311 89 18140 10117 7979 44 6229 6229 24334 24334 2335 1299 1036 5905 5905 14978 7789 6890 299 44761 23276 20590 895 ACTIVITIES 22865 22865 MISCELLANEOUS 17783 14029 3754 REPAIRS, MAIN. & EQUIP. 15035 6949 7874 212 FOOD 3747 3747 1834 297 1537 761217 392186 359561 9470 650091 421590 98310 77236 150000 57136 27785 2270596 2176416 109158 94180 288821 638489 27294 15237 1230810 1424517 20451 33219 27294 15237 47745 48456 X 870171 915913 312894 460148 1183065 1376061 1230810 1424517 X 185098 -2102 10000 X 0 1 X 1 0 X 294829 784680 747474 1528268 833168 4188419 294829 784680 747474 1528268 833168 4188419 962813 3225606 1102 45296 10571 45082 63922 165973 24812 24812 4379204 399145 0.73660 0.75690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 288821 99637 250031 638489 248020 40801 288821 224513 23507 248020 253521 -29008 224513 234543 18978 253521 0.48276 0.51724 0 0 48000 48000 2222596 2176416 46180 94180 X 954213 -2102 10000 7898 946315 0 946315 761217 0 761217 0 761217 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVERSE DOUBTFUL ACCOUNT 10,000. WINE TASTING 121050 112966 8084 8084 121050 112966 8084 8084 8084 0 X 2 100229 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 XI, LINE 9: REVERSE DOUBTFUL ACCOUNT 10,000.