form 990 return of organization exempt from income tax...
TRANSCRIPT
CXTE~~' ~ ~0!~ "bG~~G Form 990 Return of Organization Exempt From Income T"ax Under section 501(c), 527, or 3947(s)(7) of the Internal Revenue Code (except black lung LSOO 1
benefit trust or private foundation) Department of tie Treasury internal Revenue Service " The organization may have to use a copy of this return to satisfy state reporting requirements
City or town state or country, and ZIP + 4 cas,, U KoN.i ~l 1 °°'a I NEN YORK , NY 10014
0 Section 501(c)(3) organizations end 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A (Form 990 a 99bEZ)
3 a
and I are no( appltcaDle to section 527 organizations
(e) Is this a group return for affiliates? O Vas O No
(b) If 'Yes' enter number of affiliates fl~
(c) Are all affiliates includeV Yes ( -No
1, attach a list See it structiomj
(d) is tNSasWrtapnWmLIlEOym ^ ~~ oicanrsaum mvwso ov a c~mo r 7 Yes ~ 7( ~ No
I Emer bdigrt GEN 1 M Check 1 i1 tie organizaLOn is not repurtad
to attach Scn B (Form 990 990-EZ or 990-PF)
G web aft
K Check here 1 u d the organizebons gross receipts era normally not more than 525 OOU The
organization need not file a return with the IRS but if the organvaLOn racened a Forth 990 Package
in the mad it should flea return waihwt financial data Some states require a complete return
L Gross receipts Add lines 6b Bb go and 10b to line 72 10'
IM a Revenue, Expenses, and Changes m Net Assets or Fund Balances See Specific Instructions on a e 16 1 Contributions gills grants and similar amounts received STMT 1 a Direct public support 1 a 713 , 281 b Indirect public support 1 b
c Government contributions (grants) 1 c
d Tom (add i.c is M=ph IC) Iravn f noncasn f 713 , 281 ) 1 d 713, 281 2 Program service revenue including government fees and contracts (from Part VII line 93) 2 7 , 864 , 606 3 Membership dues and assessments 3 4 Interest on savings and temporary rash investments 4 5 Dividends and interest from securities 5 6 a Gross rents 6e b Less rental expenses 6b c Net rental income or (loss) (subtract line 6b from line 6a) 6c
7 her in Yin ~srnbe " 7 8 a ros ~ ~~ C of (A) Securities (B) Other
0 t Ea v~e~n~to~~y 9 ~ ~~~~ 0 Be
b L ~ cASCDi othprlias5s"J~d sa ' nses 8 b
c in Cc Be
o d t gai~Gs~-(NnWUT~e 8c umns (A) ) and (B)) Bd 9 S schedule
e Gross revenue (not including $ of contributions IJj reported on line 1a) 9a
b Less direct expenses other than fundraising expenses B b Z
c Net income or (lass) from special events (subtract line 9b from line 9a) 9c 10a Gross sales of inventory less realms and allowances De
b Less cost of goods sole 61 ,1 Gross profit or (loss) from sales of inventory (attach schedule) (subtract line tOb from line 10a) 10c
7 7 Other revenue (from Part VII, line 103) 11 146 , 457 12 Total revenue add lines 1d 2 3 a 5 6c 7 8d 9c 10c and 11 12 8 , 724 , 344 13 Program services (horn line 44 column (B)) 7 3 5 , 651 , 039
°o r 14 Management and general (from line 44 column (C)) 14 87 , 524 a 15 Fundraising (from line 44, column (D)) 7 5
16 Payments to affiliates (attach schedule) $T14P 2 7 8 1 840 000 17 Total expenses add lines 16 and 44 column A . 77 7 , 578 . 563
9 7 8 Excess or (deficit) for the year (subtract line 77 from line 72) 18 1 , 145, 781 1 o 7 9 Net assets or fund balances at beginning W year (from line 73, column (A)) 7 9 2 , 349, 022
m 20 Other changes in net assets or fund balanxs (attach euplanahon) , 20
``
~+ 27 Net assets or fund balances at end of r (combine fines 18 . 19, and 20) 21 3 494 803
JSA For Paperwork Reduction Act Notice, see the separate instruction. Font ,990 (2001) (h
7 E 1010 2 000 (o ,
1JZ2RV 9388 V01-7 03199
yT
C ~m ~o 7a ~m
T
A For the 201 B c~.~,ese`
bares rwry~
FI~I~Wn
mnu~a
~nurie. v "bw
vi.w I C Name of organization
Number and street (or P O box if mail is not delivered to street address) I Room/suite boa Sw
D Employer identification number
E Telephone number
Farm 990 (2001) 13-3676157 Page 2 Statement of All organizations must complete column (A) Columns (B) (C) and (D) are required for section 501(c)(3) and (4) organizations
Functional Expenses and section asa7(a)(t) nonexempt charitable trusts but optional nor Others See Specific instructions an cage 21 )
22 Grants and allocations (attach schedule)
([i711 S ..n[7111 S )
23 Specific assistance to individuals (anch schedule)
24 Benefits paid to or for members (attach schedule)
25 Compensation of officers, directors, etc
26 Other salaries and wages
27 Pension plan contributions
28 Other employee benefits
29 Payroll taxes
30 Professional fundraising fees
37 Accounting fees
32 Legal fees
33 Supplies
34 Telephone
35 Postage and shipping
36 Occupancy
37 Equipment rental and maintenance ,
78 Printing and publications
39 Travel
40 Conferences, conventions, and meetings
41 Interest
42 Depreciation, depletion elc (attach schedule)
47 other expenxa not cverea tae (¢emeel sTMT 3 b
c
d
e
44 Total functional expenses (add lines n mroupn a3) OrgaNlisOw complvCrqcolums (9}{O1, carry
7
25
e Other program services attach schedule Grants and allocations $ f Total of Program Service Expenses (should equal line 44, column (B), Program services) " 5 , 651, 039
JSA 1o2ozooo Form990 (2007 1JZ2RV 9388 V01-7 03198
1t Do not include amounts reported on line (A) Total 66 86 96 f06 a 16 01 Part I I "
(B) Program I (G) Management I (D) Funoasi semces and general ^9
B
Joint Costs Check " LJ it you are following SOP 98-2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? " F-1 Yes X No
11 "Yes, enter (q [he aggregate amount of these point torts S , (u) the amount allocated to Program services $
MCM Statement of Program Service Accomplishments See Specific Instructions on a e 24
What is the organizations primary exempt purpose'! " STMT 4 Program Service Expenses
All organizations must describe their exempt purpose achievements m a clear and concise manner Slate the number (Required 1or50t(c)(3)ana of clients served, publications issued etc Discuss achievements that are riot measurable Section 501 (c)(3) and 4 (4) orgs and a947(a)(t)
( ) trusts but optional for organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others ) others )
a THRIFT -SHOPS---PROCEEDS -FROM-SHOPS- ARE- UTILIZED -TO -BENEFIT
AND C1IRRYOUT THEPURPOSE OF ASSISTING HOMELESS PERSONS WITH
AIDS AND HIV RELATED ILLNESSES Grants and allocations $ 5 , 651 , 039
b
---------------------------------------------------------------------------
--------------------------------------------------------------------------- (Grants and allocations S
c
---------------------------------------------------------------------------
--------------------------------------------------------------------------- (Grants and alloca4ons $ )
d
---------------------------------------------------------------------------
--------------------------------------------------------------------------- Grants and allocations S
Form 990 (7000 13-3676157 Pane 3
Balance Sheets (See Specific Instructions on page 24 ) Note Where required. attached schedules and amounts within the description (A) (13)
column should 6e for end-of-year amounts only I Beginning of year ~ End of yea r i
3
66 Total liabilities add lines 60 throug h 65 Organizations that follow SFAS 117, check here " X and complete lines
67 through 69 and lines 73 and 74 m 87 Unrestricted c 68 Temporarily restricted W 89 Permanently restricted . . . . m
Organizations that do not follow SFAS 117, cheek here 101 O and complete lines 70 through 74
0 70 Capital stock, trust principal . or current funds m 77 Paid-in or capital surplus, or land, building, and equipment fund
72 Retained earnings, endowment, accumulated income, or other funds m 73 Total net assets or fund balances (add lines 67 through 69 OR lines
70 through 72, column (A) must equal line 19, and column (B) must equal line 21)
Forth 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments
11110M 2 000
1JV 9388 V01-7
45 Cash - norrinterest-beanng 46 Savings and temporary cash investments
47a Accounts receivable 4 b Less allowance for doubtful accounts 14
48a Pledges receivable 4Ba b Less allowance for doubtful accounts 48b
49 Grants receivable 50 Receivables from officers, directors. trustees, and key employees
(attach schedule) 51a Other notes and loans receNable (attach
schedule) 51a m b Less allowance for doubtful accounts 51 b m m 52 Inventories for sale or use Q
53 Prepaid expenses and deferred charges STMT 5 54 Investments - securities (attach schedule) " -1 Cost F-] FMV SSa Investments - land, buildings, and
equipment basis SSe b Less accumulated depreciation (attach
schedule) SSb 58 Investments - other (attach schedule) 57a Land, buildings and equipment basis 57a 2 , 353 , 649 b Less accumulated depreciation (attach
schedule) 57b 974 , 621 58 Other assets (describe " STMT 6 )
60 Accounts payable and accrued expenses 61 Grants payable 62 Deterred revenue .
m 63 Loans from officers, directors, trustees, and key employees (attach -_ schedule) m 64a Tax-exempt bond liabilities (attach schedule) ,
b Mortgages and other notes payable (attach schedule) , gT14T 7 65 Other liabilities (describe
47c
Reconciliation of Revenue per Auanea Financial Statements with Revenue per Return (See Specific Instructions, page 26
Reconciliation of Expenses per Audited Financial Statements with Expenses per
$ Add amounts on lines (7) and (2) " d
e Total expenses per line 17, Forth 990
s Add amounts on lines (7) and (2)
e Total revenue per line 12, Form 990
Form 990 (200 1)
J5A 1Et04U3000
-
a Total revenue, gains, and other support per audited financial statements
b Amounts included on line a but not on line 12, Form 990
(1) Net unrealized gains
on investments f
(2) Donated services
and use of facilities S (3) Recoveries of poor
year grants S (4) Other (specify)
S Add amounts on lines (1) through (a)
c Line a minus line b d Amounts included on line 12,
Form 990 but not on line a (1) Investment expenses
not included on line 6b, Form 990 $
(2) Other (specify)
a Total expenses and losses per audited financial statements lll~
b Amounts included on line a but not online 17 Form 990
(7) Donated services and use of facilities S
(2) Prior year adjustments reported on line 20 Form 990 S
(7) Losses reported on line 20 Form 990 S
(4) Other (specify)
Add amounts on lines (t) through (6) 110 c Line a minus line b 10 d Amounts included on I,ne 77
Form 990 but not on line a (1) Investment expenses
not included on line
6b, Form 990 S (2) Other (speay)
plus line d) " I e I 8,724 .344 I (line a plus line dl " I e I 7 .571 List of Officers, Directors, Trustees, and Key Employees (List each one even d not compensated, see Spec
(B) Title end average I (C) Compensaoon I (D)ComnEUUOns w I (E) Emense (A) Name and addles hours per week (If not paid, enter "moloys~ o~nfin D1+ns a account an0 othu I -
75 Did any officer, director, trustee or key employee receive aggregate compensation of more than $700 000 from your organization and all related organizations of which more than S10,000 was provided by the related organizations? " ED Yes EONo If 'Yes,' attach schedule - see Specific Instructions on page 27
Information on
79 Was there a liquidation, dissolution termination, or substantial contraction during we yea( If Yes,' attach a statement
80 a Is the organization related (other than by association with a statewide or nationwide organization) through common
STM'r 10
86 501(c)(7) orgs Enter a Initiation fees and capital contributions included on line 12 b Gross receipts, included on line 12, for public use of club facilities
87 501(c)(12) orgs Enter a Gross income from members or shareholders
6 Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) , 071,
a statement explaining each transaction
c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4912, 4955, and 4958
d Enter Amount of tax on line B9c above reimbursed by the organization
NONE
NONE
JSA re1o4i z ooa
1JZ2RV 9388 VO1-7 03198
76 Did the qganizaion engage in any activity not previously reported to the IRS? If Yes," attach a detailed description of each activity
77 Were any changes made in the organizing or governing documents but not reported to the IRS'!
If "Yes " attach a conformed copy of the changes 78 a Did the organization have unrelated business gross income of $1,000 or more dunng the year covered by this return? b If 'Yes' has it filed a tax return on Form 990-T for this yeah
membership, governing bodies trustees, officers, etc , to any other exempt or nonexempt organ¢ation'+
b If 'Yes," enter the name of the organization
and check whether R is U exempt OR
81a Enter direct or indirect political expenditure See line 81 instructions 1 0 b Did the organization file Form 11]0-POL for this yeah
82a Did the organization receive donated services or the use of materials equipment, or facilities at no charge
or at substantially less than fart rental values
b If "Yes,' you may indicate the value of these items here Do not include this amount as revenue m Part I or as an expense m Part II (See instructions m Part III ) LI
83a Did the organization comply with the public inspection requirements for returns and exemption applications
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions?
84a Did the organization solicit any contributions or gifts that were not tax deductible? b If "Yes, did the organization include with every solicitation an express statement that such contributions
or gifts were not tax deductibles , ,
BS 501(c)(4) (5), or (6) organizations a Were substantially all dues nondeductible by members b Did the organization make only in-house lobbying expenditures of E2,000 or less
If Yes' was answered to either BSa or 856, do not complete 85c through BSh below unless the organization
received a waiver for proxy tax owed for the poor year
c Dues, assessments, and similar amounts from members BSc
d Section 162(e) lobbying and political expenditures
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices, 85e
1 Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f
g Does the organization elect to pay the section 6033(e) tax on the amount in BSf?
h II section 6033(e)(1 )(A) dues notices were sent, does the organization agree to add the amount in 85f to its reasonable
estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
88 At any time during the year, did the organization own a 50°A, or greater interest in a taxable corporation or
partnership, or an entity disregarded as separate from the organization under Regulations sections
307 7707-2 and 301 7701-3? If "Yes ;" complete Part IX , , 89a 50 1(c)(3) organizations Enter Amount of tax imposed on the organization during the year under
section 4911 1 NONE , section 4912 " NONE , section 4955
b 501(c)(3) and 501(c)(4) args Did the organization engage to any section 4958 excess benefit transaction
during the year or did it become aware of an excess benefit transaction from a poor year? II 'Yes, attach
90a List the states with which a copy of this return is filed 1 NEW YORK
b Number of employees employed in the pay period that includes March 72, 2001 (See instructions) 1 901, 186
91 The books are in care of " HOUSING WORKS , INC Telephone no " 212-966-OS66 Located at li~ 320 WEST 13TH STREET ZIP+4 ji~10014
92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1011 -Check here 1 u
and enter the amount of tax-exempt interest received or accrued dunng the tax year " 1 92 ~ N/A
Form990 (7001)
Note Enter gross amounts unless otherwise Unrelated business inc
indicated B~~ms (B)
97 Program service revenue code Amount
a THRIFT SHOPS
b
e
d
e
If Medii:anelMedicaid payments g Fees and comrsim from government agencies
91 Membership dues and assessments
95 interest on vw,ps ma twnoaa7 cash m.nasvnanu
96 Dividends and interest from seventies
97 Net rental income or (loss) from real estate
a debt-financed property
b not debt-financed property 98 Not renal income a (iuu) friar, persmai o=wtr 99 Other investment income
100 Win or(Iosr)from ulndassets Mxmmnvanmry 701 Net income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
703 Other revenue e
b RED DOOR SALES c FOOD SERVICES d e
706 Subtotal (add columns (B) (D) and (E)) ~ r
705 Total (add line 104, columns (B) (D) and (E)) Note Line 705 plus line 7d, Part 1 should equal the amount rn line 12, Part I
572 573 or574 (E) p Related w
Amount exempt function
8,011,063
Line No I Explain how each activity for which income is reported in column (E) of Pan VII contributed importantly to lie accomplishment
(B) I (C) I (D) I EMbf-year rerca~upa d Nature of afLHhes Total income mersnio merest assets
Name address, and EIN of
(e) Did the organization during the year, receive any lands directly or u (b) Did the organization, during the year, pay premiums, directly
JSA 1 E 1050 2 000
Please I
Sign Here
1 Type or Orumname e
PfBPBRrs
Paid signature q_
Preparer's Firm s name for YOU6 Use Only i1 sellanGbyed)
address and LP + 4
SCHEDULER Organization Exempt Under Section 501(c)(3) (Form 990 or 990-EZ) (Except Private Foundation) end Section SOije), SOi(f), 507(k),
S01(n), or Section 19d7(a)(1) Nonexempt Charitable Trust
Department N the Treasury Supplementary Information " (See separate instructions.)
Internal Revenue Service " MUST be com leted by the above organizations and attached to their Form 990 a 990-EZ 2001
OF 5?
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Total number of others recennng over 550,000 far professional semoes " I NONE For Paperwork Reduction Act Notice, sea the Instructions for Finn 990 and Farm 990-EL Schedule A (Fom, 990 or 990f2) 1001
JsA 1E77701000
1J22RV 938 V01-7
Name of the organ¢ahon
HOUSING WORKS Compensation of the Five I -(See page 1 of the Instructions
(a) Name and address Of each employee paid mom than E50 000
f7ILLIAM GOVER C/O HiII THRIFT SHOPS, INC
COREY NICHOLAS C/O HNI THRIFT SHOPS, INC
----------------------------------
----------------------------------
i ir .aoioiai est Paid Employees Other Than Officers, Directors, and Trustees each one K there are none, enter "None ")
(U) Title and average (E) Comnbwms m (e) Emense hours per week (o Com0ens2lion employee benefit plans 8 account and other
Gevole0 toposrtron deferteC compensation allowdnres
Total number of other employees paid over $50000 " I NONE
Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions List each one (whether individuals or firms) If there are none, enter "None
(a) Name and address of each independent contractor paid more than SSU 000 (b) Type of service (c) Compensation
ALL AROUND- MOVERS .- INC -----------------------
MOVING- RIGHT- ALONG
FRANK YASTAEMSRI
7
------------------------------------------------
------------------------------------------------
Statements About Activities (See page 2 of the instructions ) No
7 Does the organization make grants for scholarships, fellowships student loans, etc ? (See Note below 4 Do you have a section 403(b) annuity plan for your employees
Note Attach a statement to explain how the organization determines that individuals a organizations receiving grants
(a) Name(s) of supported wgan¢ahon(s) (b) Line number
-I- from above
74 [_I An organization organized and operated to test far public safety Section 509(a)(4) (See pace 6 of the instructions I Schedule A (Forth 990 or 990-En 2007
JSA I E1220 2 00
i .,79nv 0100 UA1 -7 Allan
1 During the year has the organization attempted to influence national state or local legislation including any
attempt to influence public opinion on legislative matter or referendums If Yes' enter the total expenses paid
or incurred in connection with the lobbying activities " 5 (Must equal amount an line 38,
Part WA, w line I a Part VI-B )
Organizations that made an election under section 501(h) by tiling Forth 5768 must complete Part VI-A Other organizations checking Yes' must complete Part \A-B AND attach a statement giving a detailed description of the lobbying activities
2 During the year has the organization, either directly or indirectly engaged in any of the following acts with any
substanUal contributors, trustees directors officers creators key employees or members of (heir families, or with any taxable organization with which any suds person is affiliated as an officer director trustee majority owner, or principal beneficiary? (N the answer to any question is 'Yes,' attach a detailed statement explaining
the transactions)
a Sale exchange or leasing of property
b Lending of money or other extension of credit
c Furnishing of goods semces or facilities'
d Payment of compensation (or payment or reimbursement of expenses if more than 51,000)
e Transfer of any part of its income or assets
Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions )
The or anization is not a private foundation because it is (Please check only ONE applicable box)
5 A church, convention of churches, or association of churches Section 170(b)(l)(A)(1) 6 A school Section 170(bx1)(A)(n) (AJso complete Part V )
7 A hospital or a cooperative hospital sernce organization Section l70(bXlXAXiu)
B I I A Federal state, or local government or govemmental unit Section 170(bj(1xAj(v)
9 ~ A medical research organization operated in conjunction with a hospital Section 170(bxlxAxw) Enter the hospHal's name, city,
end state
10 F M organization operated for the benefit of a college or university owned or operated by a governmental unit SecUOn 170(bx1 xAxrv) (Also complete the Support Schedule n Part IV-A )
11a7 An organization that normally receives a substantial part of its support from a governmental unit or fmm the general public
Section 170(b)(1)(A)(vi) (Mso complete the Support Schedule in Part IV-A )
71 b B A community trust Section 770(b)(1 )(Axh) (Also, complete the Support Schedule in Part IV-A)
12 An organization that normally receives (1) more than 33 113% of its support from contributions membership fees and gross
receipts from activities related to its charitable etc functions - subject to certain excepUOns, and (2) no more than 33 1113% of
its support from gross investment income and unrelated business (motile income (less section 517 tax) from businesses aoquired
I
FX] by the organization after June 30, 1975 See section 509(aX2) (Also complete the Support Schedule in Part IV-A
3 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in (1) lines 5 through 12 above a (2) section 501(c)(4), (5) or (6) d they meet the test of section 509(ax2) (See section 509(a)(3) )
Schedule A fiortn 990 w990-EZ 1001 13-3676157 Pixie 3 SUPPOrt Schedule (Complete only if you checked a box online 10, 71 or 12 ) lRxcash rnethodofscwtmhng NOT APPLICABLE
15 Gifts grants and contributions received (Do
27 Organizations described on line 72 a For amounts included in lines 15, 76, and 17 that were received from a 'disqualified person' prepare a list for your records to show the name of, and total amounts received in each year froni. each "disqualified person Do not file this list with your return Enter the sum of suds amounts for each year
(2000) ________________ (1999) ___________________ (1998) ____N_O_T__APPLICABLE SL_E__ (1997) _______-_-___- b For any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to
show the name of, and amount received for each year, that was more than the larger of (7) the amount on line 25 for the year or (2) $5,000 (include in the list organizations described in lines 5 through 71 as well as individuals ) Do not file this list with your return After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year (2000) ________________ (1999) ___________________ (1998) ___________________ (1997)_______________
c Add Amounts from column (e) for lines 1 5 16
17 20 21
d Add Line 27a total and line 27b total e Public support (line 27c total minus line 27d total) f Total support for section 509(a)(2) test Enter amount on line 23, column (e) g Public support percentage (line 27e (numerator) divided by line Zlf (denanlnator))
JSA 1E 1221 2000
1777nv 0100 Vfl1-7 l171 0F
17 Gross receipts from admissions merchandise
sold or services performed, or furnishing of
facilities in any activity that i5 related to the
18 Grams income from interest, dividends,
amounts received from payments on securities
loans (section 572(a)(5)) rents royalties, and
unrelated business taxable income (less
section 511 tames) from businesses acquired
19 Net income from unrelated business
activities not included in line 18
20 Tax revenues levied for the organizations
benefit and either paid to it or emended on
its behalf
21 The value of seances or faalittes furnished to
the organization by a governmental unit
without charge Do not include the value of
services or facilities generally furnished to the
public without charge 22 Other income Attach a schedule Do not
include gain or (loss) from sale of capital assets
27 Total of lines 15 through 22 r
24 Line 23 minus line 17 I
25 Enter l%olline 23
26 Organizations described on lines 10 a 11 a Enter 2°.6 of amount in column (e) line 24 NpT Appi,ZCAByX
b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 1997 through 2000 exceeded the
amount shown in line 26a Do not file fhb list with your return Enter the total of all these excess amounts
c Total support for section 509(axt) test Enter line 24, column (a)
d Add Amounts from column (a) for lines 18 19
22 26b
e Public support (line 26c minus line 26d total)
f Public support percentage (line 26e (numerator) divided by line 26c (denominator))
28 Unusual Grants For an organization described in line 10, 11 or 12 that received any unusual grants during 1997 through 2000, prepare a list for your records to show, for each year the name of the contributor, the date and amount of the grant, and a brief Aesrnnfinn of the nalurw of the grant De net file this list with vnur rewm Do not inducts these aranLS m tine 75
Ii you answered "Yes" to any of the above, please explain (K you need more space, attach a separate statement )
--------------------------- ------------- --------------------
34a Does the organization receive any financial aid or assistance from a governmental agency
b Has the organizations right to such aid ever been revoked or suspended If you answered "Yes" to either 34a or b, please explain using an attached statement
35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 OS . .f oe . . o . .. .. 7ccn ,o7c o r o cam .. . . . ... . ..� , . .. .. . ..i --- u
Schadule A (Forth 990 or 9i0-EZ) 2001 JSA 1 E1230 3 000
1JZ2RV 9388 -7
13-3676157
Schedule A (Form 990 n990-EZ) 200t NOT APPLICABLE Page 4 M Private School Questionnaire (See page 7 of the instructions )
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
29 Does the organization have a racially nondiscriminatory policy toward students by statement in it charter bylaws other governing instrument, or m a resolution of it governing body 29
30 Does the organization include a statement of its racially nondiscriminatory policy toward students m all it brochures, catalogues, and other written communications wrath the public dealing with student admissions programs, and scholarships 30
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students or during the registration period d it has no solicitation program, in a way that makes the policy known to all parts of the general community rl serves 37 If 'Yes,' please describe, if "No," please explain (H you need more space attach a separate statement ) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- -----------------------------------------------------------------------------
32 Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative staff's b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
bass c Copies of all catalogues, brochures announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships d Copies of all material used by the organization or on its behalf to solicit contributions?
It you answered "No" to any of the above please explain (K you need more space, attach a separate statement ) -------------------------------------------------------------------- ---------------------------------------------------------------------
33 Does the organization discriminate by race in any way with respect to
a Students' rights or privileges?
b Admissions policies?
c Employment of faculty or administrative staffs
d Scholarships or other financial assistance
e Educational policies
f Use of facilities?
g Athletic programs
h Other extracurricular activities?
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Schedule A !Form 990 or 990.EZ 2001 13-3676157 Page 5 Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions ) (To be completed ONLY by an eligible organization that filed Form 5768) NOT APPLICABLE
ated group To be completed totals I for ALL electing
$1 000,000 Over S17 000 000
42 Grassroots nontaxable amount (enter 25% of line 41) 43 Subtract line 42 from line 36 Enter -0- it line 42 is mare than line 36 44 Subtract line 41 from line 38 Enter -0- it line 41 is more than line 38
I( line
Lobbying Expenditures During 4-Year Averaging Period
(a) I (b) I W I "dl I let 2001 2000 1999 1998 Total
Grassroots lobbying
V 9 V01-7198
Check " a H d the organization belongs to an affiliated group Check " b if
yo, =ion and 'limited control' provisions apply
Limits on Lobbying Expenditures (The term "expenditures" means amounts paid o r in tuited )
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 38 Total lobbying expenditures (add lines 36 and 37), 39 Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39) 41 Lobbying nontaxable amount Enter the amount from the following table -
If the amount on line 40 is- The lobbying nontaxable amount is-
Not over $500 000 ZO% of the amount on line 40
Over E500 000 but not over $1 000 000 $100 000 plus 15% of the excess over $500 000
Over 57 000 OOD but not over $1 500 000 $175.000 plus tOX of the excess over 51 000 000
Over $7 500 000 Cut not over S17 000,000 5245 000 plus 5% of the excess over $t 500 000
4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below
See the instructions for lines 45 through 50 on oaoe 11 of the instructions )
Calendar year (or fiscal veer beainmm in) Lobbying nontaxable
Lobbying ceiling amount
Grassroots nontaxable
Grassroots ceiling amount
Lobbying Activity by NoneleMing Public Charities
During the year, did the organization attempt to influence national, state or local legislation including any Yes No Amount attempt to influence public opinion on a legislative matter or referendum, through the use of
a Volunteers X b Paid staff or management (Include compensation in expenses reported on lines c through h ) X c Media advertisements X d Mailings to members, legislators, or the public . X e Publications, or published or broadcast statements X f Grants to other organizations for lobbying purposes X g Direct contact with legislators, their staffs, government officials, or a legislative body ~~ X h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means I I x I Total lobbying expenditures (add lines c through h )
If 'Yes' to any of the above . also attach a statement giving a detailed description of the lobbying activities Schedule A (Form 990 or 090-En 2001
JSA tE17.02000
Information Regarding Transfers To and Transactions Exempt Organizations (See page 12 of the instructions )
With
Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Transfers from the reporting organization to a noncharitable exempt organization of FY as FM
51
(I) Sales or exchanges of assets with a noncharitable exempt organization (n) Purchases of assets from a nonchardable exempt organization (iii) Rental of facilities, equipment, or other assets (rv) Reimbursement arrangements (v) Loans or loan guarantees (vi) Performance of services or membership or fundraising solicitations Sharing of facilities, equipment, mailing lists, other assets, or paid employees
52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527 " O Yes ~X No
b If "Yes , " complete the following schedule
let (b) M Name of organization Type of organization DescnpUOn o1 relationship
Schedule A (Form 980 or 990.EZ) 2007
1J22RV 9388 VO-798
(i) Cash (ii) Other assets Other transactions
If the answer to any of the above is 'Yes: complete the following schedule Column (b) should aM2ys show the fair market value of the goods other assets or services given by the reporting organization If the organization received less than fair market slue in any transaction or sharing arrangement show in column (d) the slue of the goods other assets or services received
(e) (b) (0 (d) Line no Amount involved Name of noncnaritaole exempt organization Descnpuon of transfirs transactions and Sharing a
JSA 1E1250 2 000
TOTAL
STATEMENT 2
V(17 -7 047 QA 1JZ2RV 9388
HOUSING WORKS THRIFT SHOP, INC .
FORM 990, PART I - PAYMENTS TO AFFILIATES
DESCRIPTION
CONTRIBUTIONS TO HOUSING WORKS, INC . TAX - EXEMPT UNDER 501 (C) (3)
13-3676157
AMOUNT
1,840,000 . ------------
1,840,000 .
HOUSING WORKS THRIFT SHOP, INC . 13-3676157
FORM 990, PART II - OTHER EXPENSES
PROGRAM MANAGEMENT DESCRIPTION TOTAL SERVICES AND GENERAL ----------- ----- -------- -----------
PROFESSIONAL SERVICES FEES 671 . 671 . STAFF EXPENSES 478 . 478 . RESERVES 6 FINANCE FEES 164,779 . 164,779 . MGT FEES-PAID TO HOUSING WORKS 87,524 . 87,524 . CONTRACTED SERVICES 85,707 . 85,707 . OTHER EXPENSES 145,502 . 145,502 . CLIENT STIPENDS/REIMBURSEMENTS 85 . 85 . PROGRAM EXPENSES 120 . 120 . MOVING AND STORAGE 629,352 . 629,352 .
---------- ---------- ---------- TOTALS 1,114,218 . 1,026,694 . 87,524 .
1JZ2RV 9388 V01-7 03198 STATEMENT 3
STATEMENT 4
V 9388 Vol-7 03198
HOUSING WORKS THRIFT SHOP, INC . 13-3676157
FORM 990, PART III - ORGANIZATION'S PRIMARY EXEMPT PURPOSE
ORGANIZED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF PROVIDING RELIEF, ASSISTANCE 6 FINANCIAL SUPPORT, DIRECTLY OR INDIRECTLY, TO HOMELESS PERSONS LIVING WITH AIDS OR HIV-RELATED ILLNESSES . THESE ACTIVITIES ARE CONDUCTED FROM FOUR SHOPS LOCATED IN NEW YORK CITY .
DESCRIPTION
STATEMENT 5
1 .729RV 9RRR um _'7 nl4i as
HOUSING WORKS THRIFT SHOP, INC .
FORM 990, PART IV - PREPAID EXPENSES AND DEFERRED CHARGES
13-3676157
ENDING BOOK VALUE
462,439 . ---------------
462,439 .
PREPAID AND OTHER RECEIVABLES
TOTALS
STATEMENT 6
- 03198 V
HOUSING WORKS THRIFT SHOP, INC .
FORM-990, PART IV - OTHER ASSETS
DESCRIPTION
SECURITY DEPOSITS 501(C)(3)INTERCOMPANY REC .
TOTALS
13-3676157
ENDING BOOK VALUE
156,310 . 1,901,013 .
---------------2,057,323 .
TOTAL ENDING MORTGAGES AND OTHER NOTES PAYABLE
STATEMENT 7
-7 03198
HOUSING WORKS THRIFT SHOP, INC .
FORM 990, PART IV - MORTGAGES AND OTHER NOTES PAYABLE
LENDER : ATLANTIC HANK ORIGINAL AMOUNT : 662,388 . INTEREST RATE : 0 .077500 DATE OF NOTE : 08/15/2000 MATURITY DATE : 08/15/2005 REPAYMENT TERMS : MONTHLY INSTALLMENTS SECURITY PROVIDED : COMPANY'S ASSETS
BEGINNING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .--ENDING BALANCE DUE . . . . . . . .--- . . . . . . . . . . . . . . . .--- . . . . . . . .--
TOTAL BEGINNING MORTGAGES AND OTHER NOTES PAYABLE
13-3676157
662,388 . 793,469 .
---------------
662,388 .
793,469 .
1JZ2RV 9388 V01-7 03198 STATEMENT 8
HOUSING WORKS THRIFT SHOP, INC . 13-3676157
FORM 990, PART V - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES
CONTRIBUTIONS EXPENSE ACCT TITLE AND TIME TO EMPLOYEE AND OTHER
NAME AND ADDRESS DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES ---------------- ------------------- ------------ ------------- ----------
MICHAEL BOODRO SECRETARY NONE NONE NONE C/O HW THRIFT 1 HR/MTH 320 WEST 13TH STREET NY, NY 10012
CHARLES KING PRESIDENT NONE NONE NONE C/O HW THRIFT 1 HR/MTH 320 WEST 13TH STREET NY, NY 10012
DAVID CARUSO BD . MEMBER NONE NONE NONE C/O HW THRIFT 1 HR/MTH 320 WEST 13TH STREET NY, NY 10012
JUDITH GILBERT BD . MEMBER NONE NONE NONE C/O HW THRIFT 1 HR/MTH 320 WEST 13TH STREET NY, NY 10012
JAMES JOHNSON, ESQ BD . MEMBER NONE NONE NONE C/O HW THRIFT 1 HR/MTH 320 WEST 13TH STREET NY, NY 10012
ARTHUR SALVADORE BD . MEMBER NONE NONE NONE C/O HW THRIFT 1 HR/MTH 320 WEST 13TH STREET NY, NY 10012
KEITH CYLAR VICE PRESI NONE NONE NONE 1 HR/MTH
HOUSING WORKS THRIFT SHOP, INC . 13-3676157
FORM 990, PART V - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES
CONTRIBUTIONS EXPENSE ACCT TITLE AND TIME TO EMPLOYEE AND OTHER
DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES ------------------- ------------ ------------- ----------
GRAND TOTALS
VO1-7 03198 1JZ2RV 9388 STATEMENT 9
NAME AND ADDRESS ----------------C/O HW THRIFT 320 WEST 13TH STREET NY, NY 10012
DAVID COLMAN C/O HW THRIFT 320 WEST 13TH STREET NY, NY 10012
JOHN KELLEY C/O HW THRIFT 320 WEST 13TH STREET NY, NY 10012
JANN WEAVER C/O HW THRIFT 320 WEST 13TH STREET NY, NY 10012
BD . MEMBER 1 HR/MTH
BD . MEMBER 1 HR/MTH
BD . MEMBER 1 HR/MTH
NONE NONE NONE
NONE NONE NONE
NONE NONE NONE
---------- ---------- ----------
NONE NONE NONE
STATEMENT 10
-
HOUSING WORKS THRIFT SHOP, INC . 13-3676157
FORM 990, PART VI - NAMES OF RELATED ORGANIZATIONS
HOUSING WORKS, INC . - EXEMPT UNDER 501 (C) (3) HOUSING WORKS SERVICES, INC . - EXERT UNDER 501 (C) (3) HOUSING WORKS SERVICS II, INC - EXEMPT UNDER 501 (C) (3) HOUSING WORKS SERVICES III, INC . - EXERT UNDER 501 (C) (3) HOUSING WORKS DEVELOPMENT FUND CORP ., INC .-EXEMPT UNDER 501 (C) (3) HOUSING WORKS DEVELOPMENT EAST NEW YORK HDFC, INC . - EXEMPT UNDER 501 (C) (3) HOUSING WORKS FOOD SERVICE CORPORATION - EXERT STATUS PENDING HOUSING WORKS HARLEM HOUSING DEVELOPMENT FUND CORPORATION - EXEMPT UNDER 501 (C)(3) HOUSING WORKS BROOKLYN HOUSING DEVELOPMENT FUND CORPORATION, INC .-EXEMPT UNDER 501 (C) (3)
HOUSING WORKS THRIFT SHOP INC 2001 13-3676157
Description of Property
GENERAL DEPRECIATION DEPRECIATION
Dale Unadjusted 779 exp Ending MA Current-year placed in Cost Bus reduction Reduction Brits for Accumulated Accumulated Ma ACR CRS 179 Current-year
Asset description service or basis % in basis in basis depreciation depreciation depreciation Conv Life Gas s class expense de recialion
LEA9ENOID IlBROV VARIOUS 1 1 , 653,447 100 000 1 , 653 ,447 506 . 384 656 .384 9L 150 , 000
E UIPt4Ni FcF VARIOUS 274 ,163 100 000 274 , 163 155 , 65-3 227 523 9L 71 .670
VEHICLES VARIOUS 106 , 036 100 000 106 ,036 60 , 711 90 714 9L 30 , 003
CONSTRUCTION IN PR 320, 003 00 000 320 ,003
Less Retired Assets
Subtotals 2 , 353 ,649 2,353 .649 722,948 974 621
Listed Property
less Retired Assets
Sublotela
TOTALS " 1 2 , 353 ,649 2 , 353 ,649 722 , 949 974 621 251 , 673
AMORTIZATION Date Cost Ending
placed in or Accumulated Accumulated Current-year Asset description service basis amortization amortization Code Life amortization
TOTALS ~ ~- 'Assets Relied JSA ixcoz4 s 000
1JL2RV 9389 W1-7 03198
I( you are filing for an Automatic 7-Month Extension, complete only Part I and check this box
I( you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form)
Note Do not complete Part 11 unless you have already been granted an automatic 3-momh extension on a previously filed
Form 8868 Automatic 3-Month Extension of Time - Only submd onginal (no copies needed)
Note Form 990.Tcorpora0ons requesting an automatic 6-month extension- check this box and complete Part I only 0. F-1 All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to file income lax returns Partnerships REMICs and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1047 Tvoe or Name of Exempt organization Employer identification number
pant
File by the due date for riling your return See instructions
street . and room or suite no If a P O box, see instructions
town or post office, slate, and ZIP code For a foreign address, see instructions
Signature and Verification Under penalties of penury, I declare that I haw examined this loan, including accompanying schedules and 3latements and to the best of my knowledge and belief it is true, coned and complete, and that I am authorized to prepare this form.
Fmn 8868 (122000)
CPA see Instruction
1F80511000
Form 8868 Application for Extension of Time To File an (December 2000) Exempt Organization Return OMB NO 1545-1709 Depanment of the Treasury ~omai a.wn.e service " Fete a separate application for each return
Check type of return to be filed (file a se crate application for each return) g Form 990 Form 990-T (corporation) Form 4720
Form 990-BL Form 990.T(sec 401(a) or 408(a) (rust) Form 5227
Form 990.EZ Form 990-T (trust other than above) ~ Form 6069
Form 990-PF Form 1041-A Form 8870
" If the organization does not have an once or place of business in the United Stales, check this box " If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, check this box " a If it is for part of the group, check this box " and attach a list with the names and EINs of all members the extension will cover 1 I request an automatic 3-month (6-month, for 990-T corporation) extension of 4me until 02/17 , 2003
to file the exempt organization return for the organization named above The extension is for the organization's return for 11, calendar year or 111, RX tax year beginning 07/01 . 2001 , and ending 06/30 , 2002
2 If this tax year is for less than 12 months, check reason El initial return O Final return F~ Change in accounting penod
7a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions $
b If this application is for Farm 990-PF or 990-T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credR $
c Balance Due Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See instructions _ $
Signature " 11-(s/_eti�n [.~ For Paperwork Reduction Act
JSOk
Far. 6e6e 9 12 2000) Page 2 " If yop are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 and check this box
Note Only complete Part 11 r1 you have already been granted an automatic 3-month extension on a previously filed Form 8868 -If you are filing Won Automatic J-Month Extension, complete only Part I (on age 1 .TA Additional (not automatic) 3-Month Extension of Time - Must File Original and One Cop
Employer identification number
13-3676157 For IRS use only
=orm 7047-A Elr'orm 5227 Q Form 8870
Type or I , ' - °- "-"- print HOUSING WORKS THRIFT SHOP INC
File by the Number, street, and room or suite no II a P O box, see instructions amended 320 WEST 13TH STREET due dale to, tiling me City, town or past office, state, and ZIP code For a foreign address, see insiructio velum See Instructions NEW YORK , NY 10014
Check type of return to be filed (File a separate application for each return)
El Form 990 r_1 Form 990-EZ El dorm 990-T (sec 401(a)or408(a) trust)
Title
City or town, province or state, and country (including postal or ZIP code)
11`e055 1 000 Form 8868 (12000) VO1-7 03198 1JZ2RV 9388
STOP Do not complete Part II it you were not already granted an automatic 3-month extension on a previously filed Form 8868
" If the organization does not have an office or place of business in the United States, check this box " If this is for a Group Return, enter the or anizatiori s four digit Group Exemption Number (GEN If this is for the whole group, check this box " If it is for part of the group, check this box " and attach a list with the names and EINs of all members the extension is for 4 I request an additional 3-month extension of time un 5 For calendar year , or other tax year b nning 07 O1 2001 and ending 06 ,~~0102
26 If this tax year is for less than 12 months, check reason ~ Initial return -Final return ange in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS NEEDED IN ORDER TO PREPARE
AND FILE A COMPLETE AND ACCURATE RETURN
8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions
b I( this application is far Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Form BB6B
c Balance Due Subtract line Bb (ram line Ba Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using FFIPS (Electronic Federal Tax Payment System) See
Signature and Verification Under penalties of perjury, I declare that I have examined the loan including accompanying schedules and statements and to the best of my knowledge and belief, it is hue, correct and complete and that I am aulhnnzed to prepare this form
Notice to Applicant - To Be Completed by the IRS e have approved this application Please attach this torn to the organization's realm
~~We have not approved this application However, we have granted a 10-day grace period from the later of the date shown below or the due dale of the organizations return (including any prior extensions) This grace period is considered to be a valid extension of time for elections
otherwise required to be made on a timely return Please attach this !win to the organizations return
We have not approved this application After considering the reasons slated in item 7, we cannot grant your request for an extension of lime to file We are not granting a 10-day grace period
B We cannot consider this application because R was tiled after the due date o! the return for which an extension was requested
Other
EXTENSION ,~EXTENSION APPROVED~ -D i rector Date
Alternate Mailing Address - Enter the address d you want the copy of this application for an additional 3-month e~eqbqP, returned to an address different than the one entered above F EB 1 C UJ
Name
armn cre may z form curt rrar LINDA WEISKOPF . FIELD DIRECTOR, Type or Number and street (include suite, room, or apL no ) Or a P O box print