2026-04-22T13:13:39-05:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-07-01 133077047 THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT INC NEIG 7185420006 975 KELLY STREET 401 BRONX NY 10459 KATHERINE MARTINEZ PRESIDENT & CEO 7185420006 2026-04-22 1 0 MIKE SCHALL P02024184 2126857000 2026-04-22 2024 2025-03-06 01:10:19Z KATHERINE MARTINEZ 975 KELLY STREET 401 BRONX NY 10459 9788232 0 X WWW.NSHOPP.ORG X 1980 NY SHOPP PROVIDES SOCIAL SERVICES TO OLDER ADULTS MAINLY IN THE BRONX. 9 9 114 80 0 0 9301982 9677012 54859 49998 88085 61222 14349 0 9459275 9788232 0 0 0 0 7070086 7463850 0 0 94635 2108275 2253383 9178361 9717233 280914 70999 4624513 4351535 2296352 1952375 2328161 2399160 X SHOPP'S MISSION IS TO ENHANCE THE STRENGTH AND RESILIENCE OF INDIVIDUALS, REGARDLESS OF AGE OR ABILITY, THROUGH INNOVATIVE PROGRAMS AND SUPPORT SERVICES. OUR VISION IS TO BUILD VIBRANT COMMUNITIES WHERE ALL NEW YORKERS ARE EMPOWERED TO LEAD FULFILLING LIVES. 0 0 7636488 49998 NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT (SHOPP) IS A NON-PROFIT SOCIAL SERVICE AGENCY FOUNDED IN 1980 LOCATED IN THE BRONX SERVING MINORITY, OLDER ADULTS AND THOSE WITH DISABILITIES SEEKING LONG TERM CARE INFORMATION. WE PRIDE OURSELVES IN BEING ABLE TO KEEP OUR OLDER ADULTS CONNECTED OUR OLDER ADULT CENTERS AND COMMUNITY CARE NETWORK PROGRAM HAVE SUCCESSFULLY SERVED OVER 6,000 OLDER AUDITS SEEKING GROUP ACTIVITIES, FRIENDSHIPS, TRIPS AND SOCIALIZATION; SAFETY: WE'VE REPREESENTED, EDUCATED AND CONSULTED ON CASES RELATED TO ELDER ABUSE, EVICTIONS AND HOUSING RIGHTS, SCAMS BENEFITS AND ENTITLEMENTS TO OVER 1,700 OLDER ADULTS; HEALTH PROMOTION: ENGAGED 2,100 OLDER ADULTS IN VARIOUS EDUCATIONAL AND WELLNESS CLASSES; (CONTINUED ON SCHEDULE O)REDUCE SOCIAL ISOLATION: PROVIDE OVER 3,000 ISOLATED HOMEBOUND OLDER ADULTS WITH SERVICES AND SUPPORT INCLUDING MEALS ON WHEELS, HOMECARE AND FRIENDLY VISITING SERVICES; REDUCE HUNGER: PROVIDED OVER 80,000 NUTRITIOUS MEALS AT OUR OLDER ADULTS CENTERS; BUILDING CAPACITY; OUR TRAINED TEAM OF PROFESSIONAL STAFF HAVE ANSWERED QUESTIONS AND PROVIDED TRAINING ON 5,300 INQUIRIES FROM OLDER ADULTS, CAREGIVERS, INDIVIDUALS AND DISABILITIES AND PROFESSIONALS LOOKING FOR INFORMATION, GUIDANCE AND RESOURCES. 7636488 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X GHASSAN KHALIL 7185420006 975 KELLY STREET SUITE 401 BRONX NY 10459 MARC SMRIKAROV BOARD CHAIR 6.00 X X 0 0 0 ATHENA MOORE VICE CHAIR 6.00 X X 0 0 0 STEVE TSAVARIS TREASURER 6.00 X X 0 0 0 ANDREW P SILVERMAN SECRETARY 6.00 X X 0 0 0 ELIZABETH ALMANZAR-WRIGHT DIRECTOR 6.00 X 0 0 0 DORALINA DORIS COLON DIRECTOR 6.00 X 0 0 0 EUNICE FLEMISTER DIRECTOR 6.00 X 0 0 0 JAMES J GLICKSON DIRECTOR 6.00 X 0 0 0 LARCENIA WALTON DIRECTOR 6.00 X 0 0 0 JAMES O'NEAL DIRECTOR (THRU 4/25) 6.00 X 0 0 0 KATHERINE MARTINEZ PRESIDENT & CEO 35.00 X 249650 0 51860 GHASSAN KHALIL CHIEF FINANCIAL OFFICER 35.00 X 137129 0 41690 TYNISHA RODRIGUEZ CHIEF PROGRAM OFFICER 35.00 X 143022 0 17337 DIANA DELGADO CHIEF PROGRAM OFFICER 35.00 X 138926 0 30501 668727 0 141388 4 0 1 0 SALSA CATERERS & SPECIAL EVENTS INC 209 STEVENS AVENUE MOUNT VERNON NY 10550 FOOD CATERING SERVICES 201278 1 9546014 130998 9677012 PARTICIPANT ACTIVITIES 900099 49998 49998 49998 61222 61222 9788232 49998 0 61222 826703 352744 410535 63424 5356091 4501846 845482 8763 54727 42984 11105 638 751541 590281 152496 8764 474788 372911 96340 5537 50000 50000 288358 288358 214918 214918 145341 114155 29491 1695 343127 272264 67012 3851 61614 61614 55740 55740 96968 76162 19675 1131 PROGRAM FOOD, SUPPLIES 818347 818347 OTHER EXPENSES 107624 88785 18839 EQUIPMENT, RENTALS AND 71346 56037 14477 832 9717233 7636488 1986110 94635 2526960 1720695 476181 1225934 1100 642876 533476 165140 109400 1456232 1294406 4624513 4351535 622039 627316 12348 16040 202143 0 1459822 1309019 2296352 1952375 X 2328161 2399160 2328161 2399160 4624513 4351535 70999 0 X 0 1 X 1 1 1 X 6090285 6873954 8446301 9301982 9677012 40389534 524190 524190 524190 524190 539916 2636676 6614475 7398144 8970491 9826172 10216928 43026210 43026210 5638 1638 71609 88085 61222 228192 16270 30323 13547 14349 74489 43328891 346821 0.99300 0.99330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215524 208781 6743 131289 131289 0 296063 193406 102657 109400 SECURITY DEPOSIT 31937 OPERATING LEASE - ROU 1262469 1294406 OPERATING LEASE OBLIGATION 1309019 1309019 X 10328148 539916 539916 9788232 0 9788232 10257149 539916 539916 9717233 0 9717233 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING JUNE 30, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 KATHERINE MARTINEZ PRESIDENT & CEO 249650 0 0 0 0 0 9185 0 42675 0 301510 0 0 0 GHASSAN KHALIL CHIEF FINANCIAL OFFICER 137129 0 0 0 0 0 4131 0 37559 0 178819 0 0 0 DIANA DELGADO CHIEF PROGRAM OFFICER 138926 0 0 0 0 0 4131 0 26370 0 169427 0 0 0 TYNISHA RODRIGUEZ CHIEF PROGRAM OFFICER 143022 0 0 0 0 0 4131 0 13206 0 160359 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWD A DRAFT OF THE FORM 990 WITH THE AUDIT/FINANCE 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 THE ORGANIZATION HAS A BOARD APPROVED CONFLICT 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 B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARIES BASED ON A RECOGNIZED STUDY AND REVIEWS THE PERFORMANCE OF THE PRESIDENT & CEO TO DETERMINE IF THE EXISTING SALARY FALLS WITHIN THESE RANGES. AFTER A DELIBERATION OF THIS MATTER, A NEW PROPOSED SALARY AND BENEFIT PACKAGE IS VOTED ON. THE MINUTES OF THE BOARD OF DIRECTORS REFLECT THE NATURE OF THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE ON GUIDESTAR, NYS CHARITIES BUREAU, AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.