Totals
- Total revenue
- $250,483
- Total expenses
- $269,979
- Contributions and grants received
- $199,446
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $89,529
- Other revenue
- -$38,492
- Total assets, end of year
- $3,855,496
- Total liabilities, end of year
- $131,063
- Net assets or fund balances, end of year
- $3,724,433
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $269,979
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1c · Fundraising events
$76,457
-
1f · All other contributions, gifts and grants
$122,989
-
3 · Investment income
total $89,529 · excluded $89,529
-
8a · Fundraising events: gross income
$7,360
-
8a · Fundraising events: contributions included on line 1c
$76,457
-
8b · Fundraising events: direct expenses
$45,852
-
8c · Net income from fundraising events
total -$38,492 · excluded -$38,492
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $132,972 · fundraising $132,972
-
9 · Other employee benefits
total $27,763 · fundraising $27,763
-
11a · Fees: management
total $33,328 · fundraising $33,328
-
11c · Fees: accounting
total $2,300 · fundraising $2,300
-
11f · Fees: investment management
total $14,096 · fundraising $14,096
-
11g · Fees: other
total $7,585 · fundraising $7,585
-
13 · Office expenses
total $6,901 · fundraising $6,901
-
16 · Occupancy
total $6,473 · fundraising $6,473
-
17 · Travel
total $323 · fundraising $323
-
19 · Conferences, conventions and meetings
total $2,047 · fundraising $2,047
-
23 · Insurance
total $577 · fundraising $577
-
24a · Other expenses: OTHER FUNDRAISING EVENT
total $25,805 · fundraising $25,805
-
24b · Other expenses: MEMBERSHIPS
total $7,299 · fundraising $7,299
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $2,345 · fundraising $2,345
-
24d · Other expenses: RECRUITMENT
total $165 · fundraising $165
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $75,862
-
11 · Investments: publicly traded securities
beginning of year $3,418,259 · end of year $3,779,634
-
15 · Other assets
beginning of year $39,748 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $131,063
-
27 · Net assets without donor restrictions
beginning of year $3,458,007 · end of year $3,724,433
Mission and programs · 2024
Mission
THE FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BENEFIT EAST HOUSE CORPORATION AND ITS TAX EXEMPT AFFILIATES. TO THIS END, THE FOUNDATION SHALL SOLICIT, COLLECT, ACCEPT, HOLD, INVEST, REINVEST AND ADMINISTER GIFTS, BEQUESTS, GRANTS, CONTRIBUTIONS, DONATIONS AND PROPERTY OF ANY SORT.
Activities or mission (Part I)
THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BENEFIT EAST HOUSE CORPORATION AND ITS NOT-FOR-PROFIT, TAX EXEMPT AFFILIATES. TO THIS END, THE CORPORATION SHALL SOLICIT, COLLECT, ACCEPT, HOLD, INVEST, REINVEST AND ADMINISTER GIFTS, BEQUESTS, GRANTS, CONTRIBUTIONS, DONATIONS AND PROPERTY OF ANY SORT, WITHOUT LIMITATION AS TO AMOUNT OR VALUE.
-
PROVIDES FINANCIAL AND INSTITUTIONAL SUPPORT TO EAST HOUSE CORPORATION.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jennifer ShoemakerJENNIFER SHOEMAKER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew DollingerANDREW DOLLINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrea HollandANDREA HOLLAND
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jane KnickerbockerJANE KNICKERBOCKER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Kathleen WhelehanKATHLEEN WHELEHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Danielle PierleoniDANIELLE PIERLEONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Adam PettinellaADAM PETTINELLA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
John HarrisJOHN HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael AmicoMICHAEL AMICO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lindsay Gozzi-TheobaldLINDSAY GOZZI-THEOBALD
PRESIDENT & CEO
- Total calculated
- $218,255
- From this org
- $0
- From related orgs
- $198,602
- Other
- $19,653
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $188,602 related
- Bonus
- $0 + $10,000 related
- Other
- $0
- Deferred
- $0 + $1,805 related
- Nontaxable benefits
- $0 + $17,848 related
- Filer's total
- $0 + $218,255 related
-
John BarnesJOHN BARNES
CFO
- Total calculated
- $150,472
- From this org
- $0
- From related orgs
- $149,026
- Other
- $1,446
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $143,776 related
- Bonus
- $0 + $5,250 related
- Other
- $0
- Deferred
- $0 + $1,446 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $150,472 related
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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 3
- CEO COMPENSATION IS REVIEWED AND APPROVED AT THE SUPPORTED ORGANIZATION BOARD LEVEL. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO, ALONG WITH HR COMMITTEE, AND COMPARED TO CURRENT MARKET RATES FOR THE AREA.
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.
-
501(C)(3) · HUMAN SERVICES · NY
Directly controlled by RECOVERY ASSOCIATES OF UPSTATE NEW YORK INC
-
501(C)(3) · ACQUISITION AND RENOVATION OF REAL PROPERTY · NY
Directly controlled by RECOVERY ASSOCIATES OF UPSTATE NEW YORK INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513159349301706
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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