2025-11-13T09:31:45-06:00 2024-12-31 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2024-01-01 132976987 Neighborhood Housing Services of Rochester Inc NEIG 5853254170 570 South Avenue Rochester NY 14620 Clay Simmons Chief Executive Officer 5853254170 2025-11-11 1 1 Daniel O'Dea P01418512 5852322956 2025-11-11 2024 2025-03-06 01:10:19Z Neighborworks Community Partners Rochester Clay Simmons 570 South Avenue Rochester NY 14620 1771396 0 X www.nwcprochester.org X 1978 NY Strengthen, sustain, and promote city neighborhoods. 13 13 13 13 54599 19789 467041 549183 1347123 846004 64086 69497 345590 220865 2223840 1685549 141722 0 0 0 573892 803279 0 0 0 1292979 1209484 2008593 2012763 215247 -327214 8806599 8457985 1451923 1396687 7354676 7061298 X NeighborWorks Rochester collaborates with people and partners to strengthen, sustain and promote city neighborhoods. Our services are available to a wide spectrum of the community, including existing and potential homeowners, tenants and landlords in the City of Rochester. We also assist full neighborhoods in cooperation with residents and other partners. 0 0 461488 371317 Lending: The lending program provides a home improvement loan designed to fit the customers' needs and assists with financial and insurance counseling. The lending program also provides purchase assistance loans which supplement traditional purchase financing for qualified first time home buyers. This program manages the organization's loan portfolio including collections, tax and insurance escrows, restructuring of loans, and counseling customers. This program is also funded by government contributions that amounted to $151,847. 830498 571844 Energy: As an accredited BPI contractor, NeighborWorks Rochester provides energy related retrofit work on homes as a fee-for-service activity. This includes energy audits, energy efficient upgrades, and providing improvements under NYSERDA's EmPower and Assisted Home Performance Programs for income qualified residents throughout the region. NeighborWorks Rochester performs these services both on internal projects and in the open market on a fee for service basis. This program is also funded by government contributions that amounted to $82,850. 129233 40252 Home Ownership Services: The Organization provides pre- and post-purchase education for potential homebuyers. One-on-one credit and budget counseling as well as Financial Fitness classes are provided for participants who need to improve their financial health. This program is funded by government contributions that amounted to $46,740. 108874 Residential Rehab: This home improvement program may provide rehabilitation grants to customers who meet income eligibility requirements. Staff acts as a liaison between the customer and the contractor; assisting with the outline of home improvement needs, selecting a contractor, and monitoring progress throughout the project. This program also provides lead paint testing for determination of lead paint in residential structures. This lead component includes the performance of both risk assessments and clearance tests for internal programs, and on a fee-for-service basis for other organizations. This program is funded by government contributions that amounted to $57,210. 92112 28857 Property: This program oversees the operation, control, and oversight of commercial property. Management ensures both fiscal and property condition are continually maintained and monitored. 200986 28857 1622205 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 400 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X The Organization 5853254170 570 South Avenue Rochester NY 14620 Matt McDermott President 0.10 0.00 X X 0 0 0 Kristen Conrow-Goshen Member 0.10 0.80 X 0 0 0 Bruce Rumbold Treasurer 0.10 0.90 X X 0 0 0 Lauren Jednak Member 0.10 0.60 X 0 0 0 Kelley Ross-Brown Member 0.10 0.50 X 0 0 0 Laura Pennington Member 0.10 0.80 X 0 0 0 Richard Cringoli Member 0.10 0.00 X 0 0 0 Ron Sellers Member 0.10 0.00 X 0 0 0 Benjamin Bissell Member 0.10 0.70 X 0 0 0 Lucy Candelario Member (Beginning 2/24) 0.10 0.30 X 0 0 0 Daniel Hawrylczak Member (Beginning 2/24) 0.10 1.20 X 0 0 0 Brian White Member (Beginning 2/24) 0.10 0.10 X 0 0 0 Ronald Washington Member (Beginning 12/24) 0.10 0.10 X 0 0 0 Adriana EastlackDirector of Finance (Through 5/24) 0.10 37.50 X 0 51846 2308 Clarence Simmons CEO 0.10 37.50 X 0 182000 0 Kevin Sutherland Director of Finance (Beginning 10/24) 0.10 37.50 X 0 23077 962 0 256923 3270 0 0 1 0 AB Capital Assets LLC Insulation Divis Canandaigua Road Palmyra NY 14522 Construction/Rehab 109881 Town Building Systems 4083 Saunders Settlement Rd Sanborn NY 14132 Construction/Rehab 104317 2 180 338647 210356 549183 Fees for Service 531390 631550 631550 Loan Interest Income 531390 214454 214454 846004 69497 69497 140446 85847 54599 54599 54599 Other Income 900099 166266 166266 166266 1685549 1012270 54599 69497 645596 592764 52832 25709 16915 8794 82246 74226 8020 49728 45672 4056 541834 301019 240815 38419 11688 26731 1564 1560 4 29630 26640 2990 43344 14138 29206 43443 37713 5730 5917 5846 71 13671 10926 2745 25807 25153 654 6047 5480 567 73138 70254 2884 47087 43274 3813 Project Expenses 338504 337858 646 Bad Debt Expense/Loan F 1079 1079 2012763 1622205 390558 0 1210242 1223270 1563133 1532907 73259 80590 131948 226679 4578683 4158050 2409 2231 58079 63626 2153803 1157046 1008465 996757 180381 173875 8806599 8457985 144598 272792 152118 73830 1070914 1034035 84293 16030 1451923 1396687 X 7354676 7061298 7354676 7061298 8806599 8457985 X -327214 38839 -5003 X 0 1 X 1 1 1 X 796790 1060165 1546031 467041 549183 4419210 796790 1060165 1546031 467041 549183 4419210 18958 4400252 25175 16125 39089 73486 69497 223372 10689 50297 103903 328366 166266 659521 5302103 6276034 0.82990 0.87150 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1756216 818294 937922 397587 338752 58835 996757 Refundable Advances 16030 16030 Part IV, Line 2b: The Organization holds funds in escrow for construction. 0 0 0 0 0 0 0 0 0 Clarence Simmons CEO 0 175000 0 7000 0 0 0 0 0 0 0 182000 0 0 Form 990, Part VI, Section A, line 3 The Executive management team of the Organization's member (Upstate New York Community Partners, Inc) makes management decisions on behalf of the Organization. Form 990, Part VI, Section A, line 6 Upstate New York Community Partners, Inc. is the sole member of Neighborhood Housing Services of Rochester, Inc. Form 990, Part VI, Section A, line 7a The member has the power to appoint members of the governing body. Form 990, Part VI, Section A, line 7b Certain governance decisions are subject to approval by the member as outlined in the by-laws. Form 990, Part VI, Section B, line 11b The form 990 is reviewed by the treasurer of the member board, Director of Finance and CEO prior to the filing and is made available to the entire board. Form 990, Part VI, Section B, line 12c Before board or committee action on a contract or transaction involving a Conflict of Interest, a director or committee member having a Conflict of Interest and who is in attendance at the meeting shall disclose all facts material to the Conflict of Interest. Such disclosure shall be reflected in the minutes of the meeting. A director or committee member who plans not to attend a meeting at which he or she has reason to believe that the board or committee will act on a matter in which the person has a Conflict of Interest shall disclose to the chair of the meeting all facts material to the Conflict of Interest. The chair shall report the disclosure at the meeting and the disclosure shall be reflected in the minutes of the meeting. A person who has a Conflict of Interest shall not participate in or be permitted to be present or participate in any way in either the Audit Committee or Board of Director's deliberations and voting on the matter, except to disclose material facts and to respond to questions if needed. Such person is strictly prohibited from any attempt to improperly influence deliberations or voting on the matter at hand or exert his or her personal influence with respect to the matter, either at or outside the meeting. A person who has a Conflict of Interest with respect to a Contract or Transaction that will be voted on at a meeting shall not be counted in determining the presence of a quorum for purposes of the vote. The person having a conflict of interest may not vote on the Contract or Transaction and shall not be present in the meeting room when the vote is taken, unless the vote is by secret ballot. Such person's ineligibility to vote shall be reflected in the minutes of the meeting. Responsible Persons who are not members of the board of directors of NeighborWorks Rochester, or who have a Conflict of Interest with respect to a Contract or Transaction that is not the subject of board or committee action, shall disclose to the Chair or the CEO, any Conflict of Interest that such Responsible Person has with respect to a Contract or Transaction. Such disclosure shall be made as soon as the Conflict of Interest is known to the Responsible Person. The Responsible Person shall refrain from any action that may affect NeighborWorks Rochester's participation in such Contract or Transaction. If the Board of Directors chooses to engage in a substantial transaction with an insider, the board will consider a minimum of one alternative vendor or service provider, and document in the minutes of the Board of Directors, its basis for choosing the insider transaction. In the event it is not entirely clear that a Conflict of Interest exists, the individual with the potential conflict shall disclose the circumstances to the Chair or the Chair's designee, who shall determine whether there exists a Conflict of Interest that is subject to this policy. Form 990, Part VI, Section B, line 15 Neighborworks America's (NWA) compensation information is provided to the Executive Committee. The NWA data takes into consideration the organization's size, budget, tenure, position, and responsibilities both nationally and regionally. The Executive Committee suggests compensation and communicates with the finance department. For officers and key employees, the CEO uses the NWA information and performance reviews to determine compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents available upon request. Form 990, Part XI, line 9: Transfers to Affiliates -5,003. 590 South Holdings LLC 570 South Avenue Rochester NY 14620 472642630 Real Estate NY 169015 673544 Neighborhood Housing Services of Rochester Homeport Real Estate LLC 570 South Avenue Rochester NY 14620 472642725 Real Estate NY Neighborhood Housing Services of Rochester NCL NHS LLC 479 16th Street Niagara Falls NY 14303 474896213 Housing Development NY Niagara Falls Neighborhood Housing Services Inc Upstate New York Community Partners Inc 570 South Avenue Rochester NY 14620 472616775 Housing Development NY 501(c)(3) Line 7 N/A 0 Niagara Falls Nieghborhodd Housing Services Inc 479 16th Street Niagara Falls NY 14303 222279167 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 Black Rock Riverside Neighborhood Housing Services Inc 1943 Niagara Street Buffalo NY 14207 161163460 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 West Side Neighborhood Housing Services Inc 359 Connecticut Street Buffalo NY 14213 161167946 Housing Development NY 501(c)(3) Line 7 Upstate New York Community Partners Inc 0 White's Livery Housing Development Fund 359 Connecticut Street Buffalo NY 14213 352422011 Housing Development NY 501(c)(3) Line 12a, I West Side Neighborhood Housing Services Inc 0 Portage Apartments LP 479 16th Street Niagara Falls NY 14303 161576660 Affordable Housing NY Niagara Falls Neighborhood Housing Services Inc 0 0 Portage Apartments Housing Development Fund Company Inc 479 16th Street Niagara Falls NY 14303 161576500 Affordable Housing NY Niagara Falls Neighborhood Housing Services Inc 0 Niagara Development Corporation 479 16th Street Niagara Falls NY 14303 161335092 Affordable Housing NY Niagara Falls Neighborhood Housing Services Inc 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0