Form 990 for tax year 2023

What the amendment changed

Compared with the return it replaced , filed 14 May 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue

$75,972,020 →changed to $75,321,932

Total expenses

$74,538,570 →changed to $74,443,306

Contributions and grants received

$73,001,408 →changed to $72,271,071

Program service revenue

$2,054,096 →changed to $2,030,249

Other revenue

$899,358 →changed to $1,003,454

Total assets, end of year

$66,063,944 →changed to $66,635,473

Total liabilities, end of year

$38,373,546 →changed to $39,499,899

Net assets or fund balances, end of year

$27,690,398 →changed to $27,135,574

Program services expenses

$61,086,354 →changed to $60,889,003

Fundraising expenses

$1,341,288 →changed to $1,443,375

Program service expenses (Part III)

$61,086,354 →changed to $60,889,003

Totals

Total revenue

$75,321,932

Total expenses

$74,443,306

Contributions and grants received

$72,271,071

Grants paid

$0

Program service revenue

$2,030,249

Investment income

$17,158

Other revenue

$1,003,454

Total assets, end of year

$66,635,473

Total liabilities, end of year

$39,499,899

Net assets or fund balances, end of year

$27,135,574

Program services expenses (Part IX)

$60,889,003

Management and general expenses

$12,110,928

Fundraising expenses

$1,443,375

Program service expenses (Part III)

$60,889,003

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• OUR HOUSING PROGRAMS EMPOWER HOMELESS, FORMERLY INCARCERATED INDIVIDUALS AND THEIR FAMILIES THE OPPORTUNITY TO BUILD BETTER FUTURES THROUGH STABLE AND AFFORDABLE HOUSING. BY PROVIDING LOW-THRESHOLD ACCESS TO SUPPORTIVE EMERGENCY AND TRANSITIONAL HOUSING AT THE FORTUNE ACADEMY ("THE CASTLE"), SUPPORTIVE PERMANENT HOUSING AT CASTLE GARDENS AND THROUGH OUR SCATTER-SITE HOUSING PROGRAM, WE MEET BOTH THE IMMEDIATE AND LONG-TERM NEEDS OF OUR CLIENTS. PARTICIPATING CLIENTS ARE ABLE TO TAKE THE FIRST STEPS ON THEIR JOURNEY TOWARDS BECOMING POSITIVE, SELF-SUFFICIENT MEMBERS OF SOCIETY WITH THE FULL SUPPORT OF FORTUNE'S REENTRY SERVICES. IN FY2024, WE SERVED 209 SCATTERED-SITE CLIENTS, 66 CLIENTS AT THE FORTUNE ACADEMY, 63 ACTIVE SUPPORTIVE HOUSING CLIENTS AT CASTLE GARDENS, 56 CLIENTS AT MANDAELA COMMUNITY AND 490 CLIENTS AT THE FREEDOM HOUSES. MOST CLIENTS LEAVING OUR TRANSITIONAL HOUSING WENT ON TO SUCCESSFUL PERMANENT HOUSING IN THE COMMUNITY WHILE CONTINUING TO ENGAGE IN THE ARRAY OF SUPPORT SERVICES OFFERED.

  Expenses $21,387,521 · Revenue $3,072,546

• OUR ATI PROGRAMS REDUCE THE PRISON AND JAIL POPULATIONS, SAVE TAXPAYERS MILLIONS OF DOLLARS, AND EACH YEAR HELP HUNDREDS OF MEN AND WOMEN LEARN HOW TO LEAD CRIME-FREE, PRODUCTIVE LIVES. CLIENTS PARTICIPATING IN OUR ATI PROGRAMS ARE STILL UNDER CRIMINAL JUSTICE SUPERVISION WHILE IN THE COMMUNITY, BUT THEY ALSO RECEIVE THE LIFE-STABILIZING SERVICES THEY DESPERATELY NEED. THOSE WHO COMPLETE THEIR PROGRAM SUCCESSFULLY RECEIVE SENTENCES THAT REQUIRE NO FURTHER INCARCERATION, INCLUDING PROBATION AND COMMUNITY SERVICE. IN FY2024, WE SERVED 341 PARTICIPANTS IN OUR ATI PROGRAMS AND SUCCESSFULLY GRADUATED 82% OF CLIENTS ELIGIBLE FOR COMPLETION.

  Expenses $20,994,604

• FORTUNE HAS OFFERED MENTAL HEALTH SERVICES SINCE JULY 2011 THROUGH THE BETTER LIVING CENTER (BLC), OUR NYS OFFICE OF MENTAL HEALTH (OMH)-LICENSED ARTICLE 31 OUTPATIENT MENTAL HEALTH TREATMENT CLINIC. THE BLC WORKS TO FACILITATE A SEAMLESS TRANSITION FOR INDIVIDUALS WITH MENTAL HEALTH ISSUES WHO ALSO HAVE HISTORIES OF INCARCERATION BY PROVIDING THE SUPPORTIVE ENVIRONMENT, TREATMENT, AND THERAPY THEY NEED TO MANAGE THEIR MENTAL ILLNESS, WHILE ALSO MAKING PROGRESS TOWARDS ACHIEVING THEIR OTHER LIFE GOALS. IN FY2024, WE SERVED 342 CLIENTS THROUGH THE BLC'S MENTAL HEALTH SERVICES. OUR NYS OFFICE OF ADDICTION SERVICES AND SUPPORTS (OASAS)-LICENSED OUTPATIENT SUBSTANCE ABUSE TREATMENT SERVICES PROGRAM EMPOWERS CLIENTS TO ADDRESS AND OVERCOME SUBSTANCE USE ISSUES. OUR OUTPATIENT TREATMENT PROGRAM SUPPORTS CLIENTS' EFFORTS TO ACHIEVE RECOVERY FROM THE LIFE-LONG CHRONIC ILLNESS OF SUBSTANCE USE AND AS PART OF THEIR LARGER TRANSITION TO A PRO-SOCIAL, SELF-DIRECTED LIFE IN OUR COMMUNITIES. WE PROVIDE CLIENT-CENTERED TREATMENT THAT IS GEARED TOWARDS THE OVERALL IMPROVEMENT OF EACH CLIENT'S MENTAL, EMOTIONAL, AND PHYSICAL WELL-BEING. EVERY CLIENT BEGINS HIS OR HER JOURNEY WITH A FULL ASSESSMENT AND PROGRAM ORIENTATION, FOLLOWED BY INTENSIVE INDIVIDUAL AND GROUP COUNSELING. WE ALSO OFFER LIFETIME AFTERCARE, SO OUR CLIENTS KNOW THEY CAN RELY ON US TO HELP THEM NAVIGATE FUTURE CHALLENGES. IN FY2024, WE SERVED 481 CLIENTS IN OUR SUBSTANCE ABUSE TREATMENT PROGRAM. 37% OF THE CLIENTS DISCONTINUED SUBSTANCE USE UPON DISCHARGE FROM FORTUNE'S SUBSTANCE ABUSE PROGRAM.

  Expenses $4,778,532

• TRANSITIONAL SERVICES: THE TRANSITIONAL SERVICES PROGRAM PROVIDES DISCHARGE PREPARATION SERVICES TO ELIGIBLE MEN AND WOMEN DURING THEIR INCARCERATION ON RIKERS ISLAND, CONTINUING REENTRY SUPPORT FOLLOWING THEIR RELEASE. IN FY2024, 472 PEOPLE ENROLLED IN THE PROGRAM AFTER THEIR RELEASE FROM RIKERS. BENEFIT ACCESS: THE BENEFIT ACCESS PROGRAM IS AN INTEGRAL PART OF FORTUNE'S ADMISSIONS AND INTAKE PROCESS. WE HELP CLIENTS FIND OUT IF THEY ARE ELIGIBLE TO RECEIVE PUBLIC BENEFITS FROM ANY OF THE GOVERNMENT PROGRAMS AVAILABLE TO LOW-INCOME INDIVIDUALS. WE THEN WORK WITH CLIENTS TO NAVIGATE THE APPLICATION PROCESS SO THEY CAN SECURE CRITICAL BENEFITS SUCH AS SNAP (FOOD STAMPS) AND MEDICAID AND STABILIZE THEMSELVES FINANCIALLY. IN ADDITION, THE PROGRAM CONNECTS CLIENTS WITH EXPERT ADVICE TO HELP WITH A WIDE RANGE OF ISSUES, SUCH AS CHILD SUPPORT, EVICTIONS, ACCESSING AND CORRECTING RAP SHEETS, LEGAL SERVICES, FINANCIAL SERVICES, CREDIT ASSISTANCE, AND MUCH MORE. IN FY2024, WE SCREENED 5,356 INDIVIDUALS IN OUR BENEFIT ACCESS PROGRAM, ASSISTING THEM IN OBTAINING CASH AND NON-CASH PUBLIC BENEFITS. NOTABLE ACCOMPLISHMENTS IN FY2024 INCLUDED 431 SNAP BENEFIT RECIPIENTS, 282 MEDICAID RECIPIENTS, 330 FINANCIAL ASSISTANCE RECIPIENTS, AND 131 LEGAL COUNSELING SESSIONS.EDUCATION: OUR EDUCATION PROGRAM EMPOWERS CLIENTS TO ACHIEVE PERSONAL AND PROFESSIONAL GOALS AND MAKE PROGRESS TOWARD THE HIGH SCHOOL EQUIVALENCY (HSE) DIPLOMA, ATTENDING COLLEGE, AND PREPARING FOR TODAY'S JOB MARKET. CLIENTS HAVE THE OPPORTUNITY TO DEVELOP ESSENTIAL READING, WRITING, MATH AND COMPUTER SKILLS WITH THE SUPPORT OF FORTUNE'S DEDICATED TEACHERS, COUNSELORS, AND VOLUNTEER TUTORS. OUR SMALL CLASS SIZE ALLOWS EACH INDIVIDUAL TO PROGRESS AT HIS OR HER OWN PACE IN AN ENVIRONMENT WHERE ALL STUDENTS FEEL RESPECTED AND HAVE A SAY IN WHAT THEY ARE LEARNING. DURING FY2024, WE SERVED A TOTAL OF 311 STUDENTS IN OUR EDUCATION PROGRAMS.EMPLOYMENT SERVICES: OUR EMPLOYMENT SERVICES PROGRAM IS DESIGNED TO EQUIP FORMERLY INCARCERATED JOB SEEKERS, MANY OF WHOM ARE ENTERING THE JOB MARKET FOR THE FIRST TIME IN MANY YEARS, WITH THE SKILLS NECESSARY TO OBTAIN EMPLOYMENT AND THRIVE IN THE WORKPLACE. WE OFFER A VARIETY OF SERVICES TO HELP JOB SEEKERS BEGIN THEIR CAREERS AND SEEK PROFESSIONAL ADVANCEMENT. OUR INTENSIVE 3-WEEK WORKSHOP TEACHES CLIENTS HOW TO NETWORK, EXCEL IN JOB INTERVIEWS, PROBLEM-SOLVE, ANSWER DIFFICULT CONVICTION QUESTIONS, AND CREATE A PROFESSIONAL RESUME AND COVER LETTER. INDIVIDUALS COMPLETING THE WORKSHOP RECEIVE CAREER COUNSELING, JOB PLACEMENT ASSISTANCE, AND SUPPORT WITH JOB RETENTION. FORTUNE ALSO OFFERS SKILLS TRAINING WHICH PROVIDES INDUSTRY-RECOGNIZED CERTIFICATIONS, INCLUDING COMMERCIAL DRIVING AND GREEN JOBS TRAINING AND A BEST PRACTICE TRAINING THAT TRAINS CLIENTS TO BECOME JOB DEVELOPERS. CLIENTS WHO COMPLETE THE TRAINING RECEIVE JOB PLACEMENT AND CAREER ADVANCEMENT SERVICES TARGETED TO THEIR DESIRED CAREER FIELD. IN FY2024, 2,496 INDIVIDUALS RECEIVED EMPLOYMENT-RELATED SERVICES; OF THOSE, 599 INDIVIDUALS ENROLLED IN AND 532 COMPLETED OUR JOB READINESS WORKSHOP. WE WERE ABLE TO PLACE 355 INDIVIDUALS IN PERMANENT AND SUBSIDIZED JOBS WITHIN THE FISCAL YEAR. THE AVERAGE STARTING SALARY FOR ALL JOBS WITHIN THE FISCAL YEAR WAS $19.77/HOUR. FAMILY SERVICES: OUR FAMILY SERVICES PROGRAM HELPS CONNECT CLIENTS WITH THEIR LOVED ONES BY SUPPORTING PERSONAL GROWTH AND THE DEVELOPMENT OF ESSENTIAL LIFE SKILLS. WE OFFER AN ARRAY OF GROUP AND INDIVIDUAL SERVICES TO MEET THE UNIQUE NEEDS OF FORMERLY INCARCERATED MOTHERS, FATHERS, AND EXPECTANT PARENTS. OUR MEN AND WOMEN ARE GIVEN THE OPPORTUNITY TO LEARN VITAL INTERPERSONAL AND PARENTING SKILLS, DEVELOP THE TOOLS NEEDED TO ESCAPE A LIFE DEFINED BY CRIME AND/OR SUBSTANCE ABUSE, AND BECOME POSITIVE ROLE MODELS FOR THEIR CHILDREN. CLIENTS ALSO RECEIVE ASSISTANCE WITH CHILD SUPPORT CASES AND FAMILY REUNIFICATION ISSUES. IN FY2024, WE ENROLLED 111 NEW INDIVIDUALS IN OUR FAMILY SERVICES PROGRAM. WE INCREASED MATERIAL AND FINANCIAL SUPPORT TO CHILDREN FOR 81 CLIENTS, AND 116 CLIENTS COMPLETED OUR PARENT SKILLS CURRICULUM.HEALTH SERVICES: OUR HEALTH SERVICES TEAM OFFERS CLIENTS RAPID HIV TESTING, PREVENTION EDUCATION, CASE MANAGEMENT AND CONNECTION TO QUALITY, COMMUNITY-BASED TREATMENT AND CARE FOR INDIVIDUALS LIVING WITH OR AT-RISK FOR HIV/AIDS. THIS HOLISTIC AND INTEGRATED APPROACH TO SERVING FORMERLY INCARCERATED MEN AND WOMEN LIVING WITH HIV/AIDS, OR AT RISK OF DEVELOPING HIV/AIDS, HELPS ENSURE THEIR SAFE AND HEALTHY TRANSITION BACK INTO THE COMMUNITY. IN FY2024, WE SERVED 522 INDIVIDUALS IN OUR DROP-IN CENTER PROGRAM WHICH HELPS PEOPLE LIVING WITH HIV/AIDS ON RIKERS ISLAND, MANHATTAN DETENTION COMPLEX, BROOKLYN DETENTION COMPLEX AND VERNON C. BAIN CENTER TRANSITION BACK INTO THE COMMUNITY WITH ON-SITE INDIVIDUAL AND GROUP COUNSELING AND REFERRAL SERVICES. WE ALSO ENROLLED 159 CLIENTS IN OUR COMMUNITY-BASED HEALTH SERVICES PROGRAM, THEY RECEIVED CASE MANAGEMENT, INDIVIDUAL COUNSELING, GROUP SERVICES AND MEDICATION SUPPORT. FOOD AND NUTRITION: IN FY2024, WE PROVIDED 119,530 NUTRITIOUS MEALS TO OUR CLIENTS. IN ADDITION TO FOOD, THE MEAL PROGRAM PROVIDES AN OPPORTUNITY TO STRENGTHEN THE BONDS OF COMMUNITY THAT WE HAVE BUILT AT FORTUNE. WE ALSO DISTRIBUTED 109,379 POUNDS OF NY STATE GROWN FRESH PRODUCE TO LOW-INCOME NEW YORKERS.PUBLIC POLICY: WITH OVER 50 YEARS' EXPERIENCE, FORTUNE IS NOW ONE OF THE NATION'S LEADING INNOVATORS IN ADVOCACY AND PUBLIC POLICY. IN FY2024, WE CONTINUED THE LONG TRADITION OF ADVOCATING FOR PEOPLE WHO HAVE BEEN IMPACTED BY THE CRIMINAL JUSTICE SYSTEM. THROUGH POLICY DEVELOPMENT, ADVOCACY, TECHNICAL ASSISTANCE, TRAINING AND COMMUNITY EDUCATION, THE DAVID ROTHENBERG CENTER FOR PUBLIC POLICY PROGRAM WORKS TO BUILD AN EQUITABLE AND CONSCIONABLE JUSTICE SYSTEM, CHANGE COUNTERPRODUCTIVE LAWS AND POLICIES, AND PROMOTE EFFECTIVE PROGRAM MODELS FOR PEOPLE WITH CRIMINAL JUSTICE HISTORIES.

  Expenses $13,728,346

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• FORTUNE HOUSING DEVELOP FUND CORP (HDFC)

  501(C)(3) · REAL ESTATE DEVELOPMENT · NY · controlled entity

  Directly controlled by THE FORTUNE SOCIETY

• FORTUNE W 140TH ST HOUSING DEVELOPMENT FUND (WHDFC)

  501(C)(3) · LOW INCOME HOUSING · NY · controlled entity

  Directly controlled by THE FORTUNE SOCIETY

• 107-111 EAST 123RD ST HOUSING DEVELOPMENT FUND CORP

  501(C)(4) · LOW INCOME HOUSING · NY · controlled entity

  Directly controlled by THE FORTUNE SOCIETY

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

26 November 2025

IRS schema version

2023v6.0

Source object

202513429349300941

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