2026-08-17T11:06:30-05:00 2025-09-30 161187988 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2024-10-01 161207512 SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION SOUT 5854363090 10 Cady Street ROCHESTER NY 14608 Patricia Jackson Executive Director 5854363090 2026-08-13 1 1 Jeanne Beutner P00228650 5852322956 2026-08-13 2024 2025-03-06 01:10:19Z Patricia Jackson 10 Cady Street ROCHESTER NY 14608 387200 0 X www.swanonline.org X 1981 NY To improve the quality of life for residents and families in SouthWest Rochester. 7 7 7 10 0 0 334602 347488 4521 3281 60 13090 20700 23341 359883 387200 40087 20876 0 0 294616 212926 0 0 0 168118 163571 502821 397373 -142938 -10173 227695 203838 61673 57279 166022 146559 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 0 57870 3281 Senior Nutrition Program: SWAN provides to our community seniors ages 60+ daily lunches, socialization, shopping trips, field trips, cultural events, exercise classes, BINGO, arts/crafts. This program is supported with $45,292 in government grant contributions found on the form 990, Page 9, Part VIII line 1(h). 49199 20876 SWAN is a social care Navigator (SCN) connecting individuals on Medicaid to services within the Finger Lakes Region. It is designed by the NYS Office of Insurance Programs to provide or arrange for the provision of health-related social needs services to Medicaid members in the Finger Lakes Region. Those services/needs include food, insecurity, housing, instability, unemployment, and lack of reliable transportation.This program is supported with $57,747 in contributions from United Way found on the form 990, Page 9, Part VIII line 1(a). 104848 Preservation Program. Community organizing, assist low-income homeowners with minorrepairs to their homes. Work with community organizations on many community events.This program is supported with $65,845 in government grant and ESL grant contributions found on the form 990, Page 9, Part VIII line 1(h). 56644 21850 OTHER PROGRAMS: The Settlement House Program provides additional support and services to our seniors, youth and families in the SouthWest Community. These programs are supported with $16,251 in government grant contributions found on 990, Page 9, Part VIII line 1(h). 56644 21850 268561 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 4 0 1 7 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 Member 2.00 X 0 0 0 Randolph Geeter Member 1.80 X 0 0 0 Pastor Gail Berkes Member 0.70 X 0 0 0 Woodrow Hammond President 17.30 X X 0 0 0 Carol Kendrick Interim Vice President 4.80 X X 0 0 0 Paul Flagg Member 1.10 X 0 0 0 Sister Marsha Allen Member 0.30 X 0 0 0 Patricia Jackson Executive Director 40.00 X 50000 0 0 50000 0 0 0 0 0 0 0 57747 172172 117569 347488 Nutrition 900099 3281 3281 3281 13090 13090 21850 0 21850 21850 21850 Other Income 900099 1491 1491 1491 387200 25131 0 14581 20876 20876 50000 45000 5000 139933 127392 12541 5322 391 4931 17671 15792 1879 9008 9008 29825 29825 14312 8861 5451 13533 2293 11240 1310 1310 36822 10225 26597 921 921 179 179 2673 2673 12417 12417 13359 10865 2494 Workforce Development 15000 15000 Program Supplies 8475 7819 656 5737 2947 2790 397373 268561 128812 0 8988 18597 119 84 21014 0 122 122 890739 726006 177150 164733 17777 17777 2525 2525 227695 203838 24700 32510 2500 355 34473 24414 61673 57279 X 143302 87780 22720 58779 166022 146559 227695 203838 X -10173 -9290 X 1 X 0 1 0 X 278463 939972 456108 334602 347488 2356633 278463 939972 456108 334602 347488 2356633 113516 2243117 19101 18050 24307 20760 34940 117158 3064 14011 44741 1491 63307 2537098 25895 0.88410 0.90740 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Revenue RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4250 4250 4250 4250 4250 4250 4250 4250 4250 4250 1 0 27283 27283 669239 536529 132710 194217 189477 4740 164733 Perpetual Trust 17777 F 17777 Line of Credit 24414 24414 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 350 20876 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 355 0 1 0 355 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 -9,290.