2026-09-08T11:56:55-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2025-01-01 133330672 AFFINITY LEGACY INC AFFI 5169821146 2885 DILL PLACE BRONX NY 10465 RACHEL AMALFITANO CFO 5169821146 2026-09-08 1 EVA MRUK P00543254 9143818900 2026-09-08 2025 CLARA HANSEN 2885 DILL PLACE BRONX NY 10465 98930549 0 X WWW.AFFINITYLEGACY.ORG X 1986 NY IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE. 7 7 2 8 0 0 0 0 0 0 17359593 2463437 1582 379015 17361175 2842452 45457528 12676992 0 0 811239 813910 0 0 0 648369 1035011 46917136 14525913 -29555961 -11683461 60898886 48957199 289971 246014 60608915 48711185 THE MISSION OF AFFINITY LEGACY, INC., F/K/A AFFINITY HEALTH PLAN (AFFINITY), IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE. 0 0 12676992 12676992 0 COMMUNITY GRANT PROGRAM: DURING 2025, AFFINITY RELEASED ADDITIONAL FUNDING TO GRANT RECIPIENTS UNDER A COMMUNITY GRANT PROGRAM IT FIRST ESTABLISHED IN 2022. THE PROGRAM WAS FUNDED BY A PORTION OF THE PROCEEDS FROM THE SALE TO MOLINA HEALTHCARE IN LATE 2021 AND HAS SUPPORTED ELIGIBLE COMMUNITY BASED ORGANIZATIONS THROUGH AN APPLICATION PROCESS. GRANT FUNDING IS MADE AVAILABLE FOR PROJECTS THAT ARE PROVIDED FOR THE BENEFIT OF RESIDENTS WITHIN THE 10-COUNTY SERVICE AREA PREVIOUSLY SERVED BY AFFINITY HEALTH PLAN AND THAT ARE FOCUSED ON ONE OF FOUR FUNDING PRIORITIES: 1) MENTAL HEALTH; 2) FOOD INSECURITY; 3) FORMERLY INCARCERATED INDIVIDUALS; AND 4) WORKFORCE ADVANCEMENT AND CONSUMER EDUCATION. 12676992 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 41 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X RACHEL AMALFITANO 5169821146 2885 DILL PLACE BRONX NY 10465 X PALOMA IZQUIERDO-HERNANDEZ CHAIR 1.00 0.25 X X 25000 0 0 LYNN SHERMAN TREASURER 1.00 0.25 X X 25000 0 0 LINDA MULLER SECRETARY 1.00 0.25 X X 25000 0 0 YVETTE WALKER MD TRUSTEE 1.00 0.25 X 25000 0 0 NANETTE FALKENBERG TRUSTEE 1.00 0.25 X 25000 0 0 JUDITH FAIRWEATHER TRUSTEE, THRU 9/1/2025 1.00 0.25 X 25000 0 0 VERONA GREENLAND TRUSTEE 1.00 0.25 X 25000 0 0 BRIAN MCINDOE TRUSTEE 1.00 0.25 X 25000 0 0 CLARA MERCEDES HANSEN EXECUTIVE DIRECTOR 40.00 0.00 X 356895 0 87738 RACHEL AMALFITANO CFO/CONSULTANT 10.00 0.00 X 144000 0 0 DEREK NEWMAN FORMER EMPLOYEE 0.00 0.00 X 120625 0 0 821520 0 87738 2 1 1 0 LEVINE & BLIT PLLC 350 5TH AVENUE 40TH FLOOR NEW YORK NY 10118 LEGAL SERVICES 133750 1 2060916 2060916 96490618 96088097 402521 402521 402521 INSURANCE RECOVERY 900099 375000 375000 OTHER INCOME 900099 4015 4015 379015 2842452 0 0 2842452 12676992 12676992 631110 631110 182800 182800 211111 211111 1005 1005 74983 74983 8438 8438 4973 4973 9099 9099 1440 1440 680 680 366087 366087 LEGAL SETTLEMENTS 189413 189413 BAD DEBT EXPENSE 88007 88007 MISC OPERATING EXPENSES 79775 79775 14525913 12676992 1848921 0 2744306 1018423 4183646 159975 1012114 646026 27408670 20801532 25550150 26331243 60898886 48957199 289971 246014 289971 246014 X 60608915 48711185 0 0 60608915 48711185 60898886 48957199 -11683461 -214269 0 X 0 1 X 1 0 X 1311867660 0 0 0 0 1311867660 1311867660 1311867660 0 0 0 1311867660 1957343 1142534 1141636 1238367 2060916 7540796 1957343 1142534 1141636 1238367 2060916 7540796 626941 1244626 1582 379015 2252164 1314451944 2387160 1141636 1239949 2439931 1321660620 0.99260 0.98800 0.00570 0.00290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 626,941. 2022 AMOUNT: $ 569,442. 2024 AMOUNT: $ 1,582. 2025 AMOUNT: $ 4,015. PHARMACY REBATES - 2022 AMOUNT: $ 675,184. INSURANCE RECOVERY - 2025 AMOUNT: $ 375,000. 0 ESCROW SETTLEMENT RECEIVABLE 26331243 26331243 X 2628183 -214269 -214269 2842452 0 2842452 14525913 0 14525913 0 14525913 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2022. 1 ACKERMAN INSTITUTE FOR THE FAMILY 936 BROADWAY 2ND FL NEW YORK NY 10010 131923959 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM ANDROMEDA COMMUNITY INITIATIVE INC 49-12 31ST PLACE LONG ISLAND CITY NY 11101 824497530 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM CHARLES B WANG COMMUNITY HEALTH CENTER INC 268 CANAL STREET NEW YORK NY 10013 132739694 501(C)(3) 2832000 0 COMMUNITY GRANT PROGRAM COMMUNITY HEALTH CARE ASSOCIATION OF NEW YORK STATE 111 BROADWAY SUITE 1402 NEW YORK NY 10006 132690296 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM CORNERSTONE FAMILY HEALTHCARE 2570 ROUTE 9W CORNWALL NY 12518 061036715 501(C)(3) 810000 0 COMMUNITY GRANT PROGRAM EVERYDAY IS A MIRACLE INC 2068 MATTHEWS AVENUE SUITE 3 BRONX NY 10462 274262907 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM FOUNDATION FOR URBAN HEALTH AND WELL BEING INC 1065 SOUTHERN BLVD BRONX NY 10459 200565715 501(C)(3) 2832000 0 COMMUNITY GRANT PROGRAM GREEN BRONX MACHINE INTERNATIONAL 3935 BLACKSTONE AVE 12G BRONX NY 10471 453303493 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM HARLEM GROWN INC 127 WEST 127TH STREET NEW YORK NY 10027 274250636 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM MAKE THE ROAD NEW YORK 301 GROVE STREET BROOKLYN NY 11237 113344389 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM METROPOLITAN CENTER FOR MENTAL HEALTH INC 160 W 86TH STREET NEW YORK NY 10024 131978365 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM MORRIS HEIGHTS HEALTH CENTER INC 85 WEST BURNSIDE AVENUE BRONX NY 10453 061081232 501(C)(3) 4848000 0 COMMUNITY GRANT PROGRAM NEW ALTERNATIVES FOR CHILDREN INC 37 WEST 26TH STREET NEW YORK NY 10010 133149298 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM PATH TO JOBS 64 WEST 35TH STREET 2ND FLOOR NEW YORK NY 10001 611722430 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM SERVICES FOR THE UNDERSERVED INC 463 7TH AVENUE 17TH FLOOR NEW YORK NY 10018 911918247 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM SOUTH ASIAN COUNCIL FOR SOCIAL SERVICES 14306 45 AVENUE FLUSHING NY 11355 113632920 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM ST JOHN BREAD AND LIFE PROGRAM INC 795 LEXINGTON AVENUE BROOKLYN NY 11221 113174514 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM THE SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 10994 222406433 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM VIOLENCE INTERVENTION PROGRAM INC PO BOX 1161 NEW YORK NY 10035 133540337 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM WILLIAM F RYAN COMMUNITY HEALTH CENTER 110 WEST 97TH STREET NEW YORK NY 10025 132884976 501(C)(3) 678000 0 COMMUNITY GRANT PROGRAM YOUTH JUSTICE NETWORK INC 63 W 125TH STREET 4TH FLOOR NEW YORK NY 10027 133576756 501(C)(3) 42312 0 COMMUNITY GRANT PROGRAM 21 0 PART I, LINE 2: AFFINITY LEGACY IS CARRYING ON THE LEGACY UPON WHICH AFFINITY HEALTH PLAN WAS FOUNDED TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE. THE ORGANIZATION CREATED THE COMMUNITY GRANT PROGRAM TO PROVIDE GRANTS TO ELIGIBLE ORGANIZATIONS THAT PROVIDE SERVICES TO PEOPLE WITHIN AFFINITY'S 10 COUNTY SERVICE AREA. THE GRANT MONITORING PROCESS BEGINS WITH ORGANIZATIONS EXPRESSING INTEREST VIA A LETTER OF INTENT (LOI). ORGANIZATIONS THAT PASSED THE LOI GATING STEP ARE REQUIRED TO SUBMIT A FULL APPLICATION, DETAILING THE PROJECT FOR WHICH THEY ARE REQUESTING FUNDING. APPLICATIONS ARE REVIEWED BY THE COMMUNITY WORKGROUP AND THE EXECUTIVE DIRECTOR AND ASSESSED AGAINST THE BOARD-ESTABLISHED FUNDING CRITERIA I.E., THE ORGANIZATIONS HAS TO: - BE REGISTERED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR PROVIDE DOCUMENTATION OF CURRENT FISCAL SPONSORSHIP. - HAVE PURPOSES CONSISTENT WITH AFFINITY'S MISSION "TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE." - OPERATE PROGRAMS WITHIN AFFINITY'S 10-COUNTY SERVICE AREA BRONX, KINGS, NASSAU, NEW YORK, ORANGE, QUEENS, RICHMOND, ROCKLAND, SUFFOLK, AND WESTCHESTER. - NOT HAVE RECEIVED FUNDING FROM ANY OTHER COMPONENT OF THE AFFINITY CHARITABLE ASSET DISTRIBUTION. ADDITIONALLY, GRANT PROJECTS HAVE TO BE FOCUSED ON ONE OF FOUR FUNDING PRIORITIES: MENTAL HEALTH, FOOD INSECURITY, FORMERLY INCARCERATED INDIVIDUALS AND CONSUMER HEALTH EDUCATION AND WORKFORCE ADVANCEMENT. LASTLY, PROJECTS ARE EVALUATED FOR THEIR POTENTIAL COMMUNITY IMPACT. DECISIONS ON WHICH GRANTEE / PROJECTS TO FUND ARE MADE AFTER A COMPREHENSIVE REVIEW AND DISCUSSION. THE PACKET OF THE RECOMMENDED PROJECTS ARE THEN PRESENTED TO THE BOARD FOR FINAL APPROVAL. GRANTEE / PROJECT MONITORING IS PERFORMED IN SEVERAL WAYS. GRANTEES ARE REQUIRED TO SUBMIT INTERIM REPORTS AND FINAL REPORTS (INCLUDING BUDGETS) ON THEIR FUNDED PROJECTS. ALSO, GRANTEES MEET REGULARLY WITH THE EXECUTIVE DIRECTOR VIA ZOOM TO DISCUSS PROGRESS. X X X 0 0 0 0 0 0 0 1 0 CLARA MERCEDES HANSEN EXECUTIVE DIRECTOR 324450 0 32445 0 0 0 34338 0 53400 0 444633 0 0 0 DEREK NEWMAN FORMER EMPLOYEE 0 0 0 0 120625 0 0 0 0 0 120625 0 0 0 PART I, LINE 7 AN INDIVIDUAL INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2025, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2025 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FORM 990, PART VI, SECTION B, LINE 11B AFFINITY LEGACY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C LOYALTY TO AFFINITY'S MISSION REQUIRES THAT BOARD MEMBERS, OFFICERS, AND KEY PERSONS AFFIRM THEIR DUTY TO ACT IN WAYS THAT PROMOTE THE MISSION OF AFFINITY AND TO ABIDE BY THE CONFLICT OF INTEREST AND STANDARDS OF CONDUCT POLICY. EACH BOARD AND COMMITTEE MEMBER, OFFICER, AND KEY PERSON WILL PRIOR TO HIS OR HER INITIAL ELECTION OR APPOINTMENT, AS APPLICABLE, AND ANNUALLY THEREAFTER SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON: I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST AND STANDARDS OF CONDUCT POLICY, II) HAS READ AND UNDERSTANDS THE POLICY; III) HAS AGREED TO COMPLY WITH IT; AND IV) UNDERSTANDS THAT AFFINITY IS A CHARITABLE CORPORATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. AFTER DISCLOSURE OF A SPECIFIC ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS AND, AFTER ANY DISCUSSION BETWEEN THE BOARD AND THE INTERESTED PERSON, THE INTERESTED PERSON MUST LEAVE THE BOARD MEETING WHILE A DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF NO CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON MAY RETURN TO PARTICIPATE IN DISCUSSIONS AND VOTING ON THE MATTER. NO INTERESTED PERSON MAY ATTEMPT TO INFLUENCE THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO A CONFLICT OF INTEREST. AN INTERESTED PERSON MAY MAKE A PRESENTATION OR OTHERWISE PARTICIPATE AT THE BOARD MEETING. AFTER SUCH PRESENTATION, HOWEVER, THE PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND VOTE ON THE PROPOSED POLICY, TRANSACTION, OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CFO INCLUDED REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE (THE "COMMITTEE") COMPRISED OF INDEPENDENT DIRECTORS CHARGED WITH THIS RESPONSIBILITY, CONSIDERATION OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION AND DOCUMENTATION OF THE DELIBERATION AND DECISION. THIS PROCESS IS DONE ON AN ANNUAL BASIS AND WAS LAST UNDERTAKEN IN 2025. FORM 990, PART VI, SECTION C, LINE 19 AFFINITY LEGACY MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VII, LINE 3 THROUGH 12: THE BOARD TRUSTEES WERE COMPENSATED DURING THE YEAR FOR SERVICES PROVIDED TO THE BOARD, NOT AS INDEPENDENT CONTRACTORS. AHP ENTERPRISES INC 2885 DILL PLACE BRONX NY 10465 473885217 MGMT SERVICES DE AFFINITY HEALTH SERVICES HOLDINGS INC C 0 AFFINITY HEALTH SERVICES HOLDINGS INC 2885 DILL PLACE BRONX NY 10465 473909849 HOLDING CORPORATION DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0