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← CONCERN FOR INDEPENDENT LIVING INC

Form 990 for tax year 2022

Filed by CONCERN FOR INDEPENDENT LIVING INC.

Totals

Total revenue
$49,140,523
Total expenses
$44,329,536
Contributions and grants received
$31,293,921
Grants paid
$0
Program service revenue
$12,588,103
Investment income
$359,072
Other revenue
$4,899,427
Total assets, end of year
$134,032,837
Total liabilities, end of year
$32,408,380
Net assets or fund balances, end of year
$101,624,457
Program services expenses (Part IX)
$40,901,438
Management and general expenses
$3,428,098
Fundraising expenses
$0
Program service expenses (Part III)
$40,901,438

Program services were 92.3% 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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $31,103,392

  • 1f · All other contributions, gifts and grants

    $190,529

  • 2a · Program service revenue: TENANT RENTAL FEES

    total $8,631,248 · related or exempt $8,631,248

  • 2b · Program service revenue: 3RD PARTY REIMBURSEMENTS

    total $3,956,855 · related or exempt $3,956,855

  • 3 · Investment income

    total $559,586 · excluded $559,586

  • 7a · Gross sales of assets other than inventory

    securities $79,117

  • 7b · Less cost or other basis and sales expenses

    securities $279,631

  • 7c · Gain or loss

    securities -$200,514

  • 7d · Net gain or loss

    total -$200,514 · related or exempt -$200,514

  • 11a · Other revenue: DEVELOPER FEE

    total $3,304,624 · related or exempt $3,304,624

  • 11b · Other revenue: MANAGEMENT FEES

    total $969,867 · related or exempt $969,867

  • 11c · Other revenue: OTHER REVENUE

    total $624,936 · related or exempt $624,936

  • 11e · Other revenue, total

    $4,899,427

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,311,507 · program services $400,208 · management and general $911,299

  • 7 · Other salaries and wages

    total $15,114,723 · program services $13,817,254 · management and general $1,297,469

  • 8 · Pension plan contributions

    total $1,703,121 · program services $1,538,472 · management and general $164,649

  • 9 · Other employee benefits

    total $2,790,933 · program services $2,424,196 · management and general $366,737

  • 10 · Payroll taxes

    total $1,049,705 · program services $897,342 · management and general $152,363

  • 11b · Fees: legal

    total $224,736 · program services $173,802 · management and general $50,934

  • 11c · Fees: accounting

    total $278,645 · program services $182,545 · management and general $96,100

  • 11g · Fees: other

    total $2,514,128 · program services $2,418,789 · management and general $95,339

  • 13 · Office expenses

    total $233,747 · program services $216,746 · management and general $17,001

  • 16 · Occupancy

    total $4,396,867 · program services $4,394,437 · management and general $2,430

  • 17 · Travel

    total $256,695 · program services $246,509 · management and general $10,186

  • 19 · Conferences, conventions and meetings

    total $322,890 · program services $274,090 · management and general $48,800

  • 20 · Interest

    total $389,622 · program services $379,826 · management and general $9,796

  • 22 · Depreciation, depletion and amortization

    total $764,611 · program services $750,985 · management and general $13,626

  • 23 · Insurance

    total $1,160,763 · program services $1,157,257 · management and general $3,506

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $5,634,504 · program services $5,619,299 · management and general $15,205

  • 24b · Other expenses: UTILITIES

    total $2,813,053 · program services $2,796,381 · management and general $16,672

  • 24c · Other expenses: FOOD AND SUPPLIES

    total $1,013,305 · program services $1,007,991 · management and general $5,314

  • 24d · Other expenses: MINOR FURNITURE AND EQU

    total $933,946 · program services $924,509 · management and general $9,437

  • 24e · All other expenses

    total $1,422,035 · program services $1,280,800 · management and general $141,235

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,953,218 · end of year $2,117,361

  • 2 · Savings and temporary cash investments

    beginning of year $8,315,777 · end of year $7,449,525

  • 4 · Accounts receivable

    beginning of year $1,045,381 · end of year $1,587,860

  • 9 · Prepaid expenses and deferred charges

    beginning of year $544,412 · end of year $618,258

  • 10a · Land, buildings and equipment: cost or other basis

    $20,611,695

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,089,991

  • 10c · Land, buildings and equipment, net

    beginning of year $9,972,110 · end of year $9,521,704

  • 11 · Investments: publicly traded securities

    beginning of year $10,959,849 · end of year $7,602,815

  • 13 · Investments: program-related

    beginning of year $47,957,559 · end of year $53,693,260

  • 15 · Other assets

    beginning of year $49,242,537 · end of year $51,442,054

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,593,056 · end of year $3,551,462

  • 19 · Deferred revenue

    beginning of year $170,063 · end of year $28,008

  • 23 · Secured mortgages and notes payable

    beginning of year $3,725,151 · end of year $3,433,675

  • 25 · Other liabilities

    beginning of year $24,050,788 · end of year $25,395,235

  • 27 · Net assets without donor restrictions

    beginning of year $98,289,284 · end of year $101,519,806

  • 28 · Net assets with donor restrictions

    beginning of year $162,501 · end of year $104,651

Mission and programs · 2022

Mission

AFFORDABLE HOUSING WITH SUPPORTIVE SERVICES AND TREATMENT PROGRAMS OPERATED TO MEET THE PHYSICAL, EMOTIONAL AND SOCIAL NEEDS OF PERSONS WITH DISABILITIES, VETERANS, HOMELESS AND LOW-INCOME INDIVIDUALS AND FAMILIES.

  • AFFORDABLE HOUSING WITH SUPPORTIVE SERVICES AND TREATMENT PROGRAMS OPERATED TO MEET THE PHYSICAL, EMOTIONAL AND SOCIAL NEEDS OF PERSONS WITH DISABILITIES, VETERANS, HOMELESS AND LOW-INCOME INDIVIDUALS AND FAMILIES.

    Expenses $40,901,438 · Revenue $12,420,481

As filed on the 2022 return.

Listed in Part VII

  • KAREN COBURN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • DR JOAN RUBENSTEIN

    VICE-PRESIDENT/TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • LISA PIAZZA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • KRISTIE GOLDEN PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • RAPHAEL MORGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • CAROL PERES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • ROBERT DETOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • STEPHON HOLLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • WILFREDO LLANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • TIM SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • RALPH FASANO

    EXECUTIVE DIRECTOR

    Total calculated
    $496,257
    From this org
    $432,667
    From related orgs
    $0
    Other
    $63,590
    Hours/week
    39.8 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $432,667
    Bonus
    $0
    Other
    $0
    Deferred
    $36,600
    Nontaxable benefits
    $26,990
    Filer's total
    $496,257

  • ELIZABETH LUNDE

    CHIEF OPERATING OFFICER

    Total calculated
    $351,951
    From this org
    $293,488
    From related orgs
    $0
    Other
    $58,463
    Hours/week
    39.8 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $293,488
    Bonus
    $0
    Other
    $0
    Deferred
    $35,857
    Nontaxable benefits
    $22,606
    Filer's total
    $351,951

  • JAMES MUTTON

    DIRECTOR OF NYC OPERATIONS

    Total calculated
    $180,663
    From this org
    $151,722
    From related orgs
    $0
    Other
    $28,941
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $151,722
    Bonus
    $0
    Other
    $0
    Deferred
    $18,645
    Nontaxable benefits
    $10,296
    Filer's total
    $180,663

  • ELIZABETH WEINBAUM

    ASSOCIATE ED OF QUALITY AS

    Total calculated
    $207,426
    From this org
    $158,813
    From related orgs
    $0
    Other
    $48,613
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $158,813
    Bonus
    $0
    Other
    $0
    Deferred
    $19,934
    Nontaxable benefits
    $28,679
    Filer's total
    $207,426

  • ROBIN SMITH

    DIRECTOR OF LI PROGRAM OPE

    Total calculated
    $177,148
    From this org
    $140,319
    From related orgs
    $0
    Other
    $36,829
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $140,319
    Bonus
    $0
    Other
    $0
    Deferred
    $16,806
    Nontaxable benefits
    $20,023
    Filer's total
    $177,148

  • SHONA ST ANGELO

    CHIEF FINANCIAL OFFICER

    Total calculated
    $128,851
    From this org
    $105,759
    From related orgs
    $0
    Other
    $23,092
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $105,759
    Bonus
    $0
    Other
    $0
    Deferred
    $12,961
    Nontaxable benefits
    $10,131
    Filer's total
    $128,851

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

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
CONTRIBUTIONS TO 457 PLANS: RALPH FASANO - $19,500 TO 457(B); $19,500 TO 457(F) ELIZABETH LUNDE - $19,500 TO 457(B); $19,500 TO 457(F) SHONA ST. ANGELO - $10,000 TO 457(B) ELIZABETH WEINBAUM - $10,000 TO 457(B)

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.

  • PROJECT SHARE INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • PROJECT SHARE II INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • PROJECT SHARE III INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • PROJECT SHARE IV INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • PROJECT SHARE V INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • PROJECT SHARE VI INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • PROJECT SHARE VII INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE VIII INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE IX INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE X INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE XI INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE XII INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE XIII INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

  • SHARE XIV INC

    501(C)(3) · COMMUNITY RESIDENCE PROGRAM FOR PERSONS WITH PSYCHIATRIC DISABILITIES · NY

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • POLLACK GARDENS HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN RIVERHEAD HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of income $98,908 · share of assets $10,122,332 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN EAST PATCHOGUE HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of income $69,645 · share of assets $7,101,681 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN ROCHESTER HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of income $169,701 · share of assets $15,060,121 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN MACDOUGAL HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of assets $13,465,100 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN HEIGHTS APARTMENTS HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of assets $13,305,276 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN AMITYVILLE HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN BERGEN HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of income $143,797 · share of assets $14,539,551 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN NORWOOD HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN RONKONKOMA HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of income $211,697 · share of assets $9,008,641 · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN MIDDLE ISLAND HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN SURF VETS PLACE HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN ESTELLA HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • CONCERN PORT JEFFERSON HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · controlled entity

    Directly controlled by CONCERN HOUSING

  • 10-28 YONKERS HDFC

    C · FEE TITLE HOLDER · NY · 100% owned

    Directly controlled by CONCERN HOUSING

  • CONCERN PITKIN HDFC

    C · FEE TITLE HOLDER · NY · 100% owned

    Directly controlled by CONCERN HOUSING

  • CONCERN ST JAMES HDFC

    C · FEE TITLE HOLDER · NY · 100% owned

    Directly controlled by CONCERN HOUSING

  • CONCERN LOGAN HDFC

    C · FEE TITLE HOLDER · NY · 100% owned · share of assets $4,459,502

    Directly controlled by CONCERN HOUSING

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202332969349301353

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