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Nonprofiteer
← JAMES LENOX HOUSE ASSOCIATION INC

Form 990 for tax year 2023

Filed by JAMES LENOX HOUSE ASSOCIATION INC.

Totals

Total revenue
$1,468,320
Total expenses
$4,350,066
Contributions and grants received
$968,810
Grants paid
$3,556,572
Program service revenue
$0
Investment income
$499,510
Other revenue
$0
Total assets, end of year
$8,550,139
Total liabilities, end of year
$1,016,494
Net assets or fund balances, end of year
$7,533,645
Program services expenses (Part IX)
$3,859,703
Management and general expenses
$299,366
Fundraising expenses
$190,997
Program service expenses (Part III)
$3,859,703

Program services were 88.7% 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

    $871,351

  • 1f · All other contributions, gifts and grants

    $97,459

  • 3 · Investment income

    total $173,835 · excluded $173,835

  • 7a · Gross sales of assets other than inventory

    securities $4,563,629

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

    securities $4,237,954

  • 7c · Gain or loss

    securities $325,675

  • 7d · Net gain or loss

    total $325,675 · excluded $325,675

  • 8a · Fundraising events: gross income

    $198,937

  • 8a · Fundraising events: contributions included on line 1c

    $871,351

  • 8b · Fundraising events: direct expenses

    $198,937

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,484,930 · program services $3,484,930

  • 2 · Grants to domestic individuals

    total $71,642 · program services $71,642

  • 5 · Compensation of officers, directors and key employees

    total $276,207 · program services $131,880 · management and general $116,706 · fundraising $27,621

  • 7 · Other salaries and wages

    total $120,028 · program services $43,030 · management and general $4,364 · fundraising $72,634

  • 8 · Pension plan contributions

    total $26,523 · program services $10,414 · management and general $8,277 · fundraising $7,832

  • 9 · Other employee benefits

    total $16,717 · program services $8,650 · fundraising $8,067

  • 10 · Payroll taxes

    total $19,061 · program services $8,413 · management and general $5,610 · fundraising $5,038

  • 11b · Fees: legal

    total $28,000 · management and general $28,000

  • 11c · Fees: accounting

    total $19,000 · management and general $19,000

  • 11f · Fees: investment management

    total $17,714 · management and general $17,714

  • 11g · Fees: other

    total $35,712 · management and general $35,712

  • 13 · Office expenses

    total $30,694 · program services $13,540 · management and general $8,171 · fundraising $8,983

  • 14 · Information technology

    total $246 · management and general $246

  • 16 · Occupancy

    total $11,736 · management and general $11,736

  • 20 · Interest

    total $19,675 · program services $19,675

  • 23 · Insurance

    total $16,859 · management and general $16,859

  • 24a · Other expenses: MISCELLANEOUS

    total $55,369 · program services $5,245 · management and general $25,173 · fundraising $24,951

  • 24b · Other expenses: RESIDENT HOME CARE SERV

    total $45,824 · program services $45,824

  • 24c · Other expenses: SPECIAL EVENT EXPENSE

    total $34,072 · fundraising $34,072

  • 24d · Other expenses: LIBRARY AND MUSIC

    total $11,365 · program services $11,365

  • 24e · All other expenses

    total $8,692 · program services $5,095 · management and general $1,798 · fundraising $1,799

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $521,153 · end of year $263,703

  • 4 · Accounts receivable

    beginning of year $22

  • 7 · Other notes and loans receivable

    end of year $1,000,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $168,677 · end of year $158,437

  • 11 · Investments: publicly traded securities

    beginning of year $8,999,344 · end of year $5,979,878

  • 15 · Other assets

    beginning of year $950,795 · end of year $1,148,121

  • 17 · Accounts payable and accrued expenses

    end of year $11,536

  • 19 · Deferred revenue

    beginning of year $588,000 · end of year $739,341

  • 23 · Secured mortgages and notes payable

    beginning of year $337,719 · end of year $265,617

  • 27 · Net assets without donor restrictions

    beginning of year $8,640,809 · end of year $6,315,220

  • 28 · Net assets with donor restrictions

    beginning of year $1,073,463 · end of year $1,218,425

Mission and programs · 2023

Mission

JAMES LENOX HOUSE ASSOCIATION ("ASSOCIATION") PROVIDES HOUSING AND QUALITY SUPPORTIVE SERVICES TO OLDER ADULTS IN TWO RESIDENCES ON MANHATTAN'S UPPER EAST SIDE: JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE. THE ASSOCIATION SHARES COMMON BOARD MEMBERS WITH JAMES LENOX HOUSE INC., WHICH OWNS JAMES LENOX HOUSE, AND CARNEGIE EAST HOUSE HOUSING DEVELOPMENT FUND COMPANY, INC., WHICH OWNS CARNEGIE EAST HOUSE (CEH). THE ASSOCIATION PROVIDES QUALITY SUPPORTIVE SERVICES AND RENTAL ASSISTANCE TO RESIDENTS IN ECONOMIC NEED AND PAYS FOR THE SALARIES AND BENEFITS OF CERTAIN STAFF MEMBERS OF JAMES LENOX HOUSE. THE ASSOCIATION IS THE SOLE MEMBER OF CARNEGIE EAST HOUSE, PROVIDES IT WITH DIRECT SUPPORT, AND PROVIDES ITS RESIDENTS IN ECONOMIC NEED WITH RENTAL ASSISTANCE.

Activities or mission (Part I)

PROVIDE HOUSING AND QUALITY SUPPORTIVE SERVICES TO OLDER ADULTS ON MANHATTAN'S UPPER EAST SIDE.

  • CARNEGIE EAST HOUSE: JAMES LENOX HOUSE ASSOCIATION IS PLEASED TO CONTINUE ITS FINANCIAL SUPPORT OF CARNEGIE EAST HOUSE'S ENRICHED HOUSING MODEL, IN WHICH OLDER ADULTS RECEIVE ASSISTANCE WITH THEIR ACTIVITIES OF DAILY LIVING, THREE DAILY DELICIOUS MEALS IN A DINING ROOM, MEDICATION MANAGEMENT IF NEEDED, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, A NURSE ON DUTY ON WEEKDAYS AND SUNDAYS, CASE MANAGEMENT SERVICES AND DIVERSE CULTURAL, RECREATIONAL, SOCIAL AND EDUCATIONAL ACTIVITIES.

    Expenses $3,504,605 · Grants $3,484,930

  • JAMES LENOX HOUSE ASSOCIATION PROVIDED ENRICHING DIRECT SERVICES TO ITS RESIDENTS DURING FY 24 THROUGH ITS RESIDENT SERVICES PROGRAM. THE ASSOCIATION PROVIDED EXERCISE CLASSES, MUSIC CONCERTS, A COMPUTER LAB, SOCIAL WORK STAFF, A REGISTERED NURSE WHO VISITED RESIDENTS WEEKLY, COVID-19 AND SEASONAL FLU VACCINE VACCINATION CLINICS, A FIRST-FLOOR LIBRARY WITH WELL-STOCKED BOOKS, FRAUD PREVENTION SEMINARS, WEEKLY HAPPY HOURS, AND MORE. "AILEYDANCE FOR ACTIVE AGING," OUR DANCE PARTNERSHIP WITH ALVIN AILEY AMERICAN DANCE THEATER, REMAINED A POPULAR RESIDENT PROGRAM THAT FOSTERED A SENSE OF COMMUNITY, HELPED PREVENT FALLS, AND FURTHERED RESIDENT ARTISTIC EXPRESSION.

    Expenses $259,975

  • RENTAL SUBSIDY PROGRAM: JAMES LENOX HOUSE ASSOCIATION WAS PLEASED TO CONTINUE OFFERING RENTAL SUBSIDIES TO JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE RESIDENTS IN ECONOMIC NEED. THIS IMPORTANT SUBSIDY PROVIDES MANY OF THESE RESIDENTS WITH THE CRITICAL FUNDS NEEDED TO CONTINUE LIVING AT JAMES LENOX HOUSE AND CARNEGIE EAST HOUSE. DURING FY24, RESIDENTS RECEIVED RENTAL ASSISTANCE TOTALING $71,642.

    Expenses $71,642 · Grants $71,642

  • HOUSE PROGRAM: JAMES LENOX HOUSE ASSOCIATION ENHANCED THE PHYSICAL ATTRACTIVENESS OF JAMES LENOX HOUSE THROUGH ITS HOUSE PROGRAM. THE ASSOCIATION MAINTAINED THE COMMON AREAS OF THE BUILDING - THE LIVING ROOM, BEAUTIFUL OUTSIDE PATIO AND GARDEN, HUPPER ROOM AND COMMON HALLWAYS - IN A WARM AND INVITING FASHION SO OUR RESIDENTS ENJOY THE EXPERIENCE OF LIVING AT JAMES LENOX HOUSE.

    Expenses $23,481

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

Listed in Part VII

  • Ken Siegel

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Steven Penaro

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Andrew Forbis

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Susan Irwin

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Andrew Bonzani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Richard J Haray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Fran Condon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Anne Stellwagen Connor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • William N Dye

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ruth Collier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nicola M Heryet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Ellen Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Beth Lavelle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Calvin Marshall Mew

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Nancy Rabstejnek Nichols

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David M Rubin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • William T Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • William J Welsh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John D Zeltin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ruth R Alward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Beatrice Broadwater

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Barbara S Samuelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nancy Trinka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brigit Hickey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Walter L Larkin III

    DIRECTOR (THROUGH 4/23)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Joseph H Girven

    EXECUTIVE DIRECTOR

    Total calculated
    $325,862
    From this org
    $150,000
    From related orgs
    $150,000
    Other
    $25,862
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $150,000 + $150,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $5,000 + $5,000 related
    Nontaxable benefits
    $7,931 + $7,931 related
    Filer's total
    $162,931 + $162,931 related

  • David Peace

    COO

    Total calculated
    $125,862
    From this org
    $99,000
    From related orgs
    $11,000
    Other
    $15,862
    Hours/week
    36 + 4 related

  • Lane Peace

    DEVELOPMENT DIRECTOR

    Total calculated
    $167,362
    From this org
    $75,750
    From related orgs
    $75,750
    Other
    $15,862
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $75,750 + $75,750 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,931 + $7,931 related
    Filer's total
    $83,681 + $83,681 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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

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.

  • JAMES LENOX HOUSE INC

    501(C)(3) · NON-PROFIT PROVIDING INDEPENDENT HOUSING · NY · controlled entity

    Directly controlled by JAMES LENOX HOUSE ASSOCIATION INC

  • CARNEGIE EAST HOUSE HDFC INC

    501(C)(3) · NON-PROFIT PROVIDING HOUSING W SUPPORT SVCS · NY · controlled entity

    Directly controlled by JAMES LENOX HOUSE ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
29 January 2025
IRS schema version
2023v6.0
Source object
202510299349300326

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