TY 2023 Form 990PF

Part I	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books	(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)
	1	Contributions, gifts, grants, etc., received (attach schedule)	439,483
2	Check .............
3	Interest on savings and temporary cash investments	1,318	1,318	1,318
4	Dividends and interest from securities...	11,526	11,526	11,526
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10
b	Gross sales price for all assets on line 6a
7	Capital gain net income (from Part IV, line 2)...		0
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	54,237	0	54,237
12	Total. Add lines 1 through 11........	506,564	12,844	67,081
	13	Compensation of officers, directors, trustees, etc.	0	0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,006	5,006	5,006	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	184,847	4,579	0	180,268
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	3,219	0	3,219
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	42,821	0	0	26,472
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	235,893	9,585	8,225	206,740
25	Contributions, gifts, grants paid.......	349,901			349,901
26	Total expenses and disbursements. Add lines 24 and 25	585,794	9,585	8,225	556,641
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-79,230
b	Net investment income (if negative, enter -0-)		3,259
c	Adjusted net income (if negative, enter -0-)...			58,856

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	17,617	35,279	35,279
	2	Savings and temporary cash investments.........	146,492	210,333	210,333
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	247	248	248
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	436,047	List of Attached Documents: // Content 399,353	399,353
	c	Investments—corporate bonds (attach schedule).......	123,386	List of Attached Documents: // Content 82,662	82,662
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 20,202
		Less: accumulated depreciation (attach schedule) 15,874	3,937	List of Attached Documents: // Content 4,328	4,328
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	727,726	732,203	732,203
	17	Accounts payable and accrued expenses..........	849	4,951
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	849	4,951
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	667,128	713,748
	25	Net assets with donor restrictions............	59,749	13,504
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	726,877	727,252
	30	Total liabilities and net assets/fund balances (see instructions).	727,726	732,203

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

726,877

Enter amount from Part I, line 27a .....................

-79,230

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

79,605

Add lines 1, 2, and 3 ..........................

727,252

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

727,252

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	45
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	45
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	45
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	45
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ILENE SUSSMAN	PRESIDENT 2.00	0	0	0
215 HORSESHOE CIRCLE OSSINING,NY10562
ELIZABETH MAHONEY	VICE PRESIDENT 2.00	0	0	0
15 ARAGON AVENUE LATHAM,NY12110
MARY ANNE GALLAGHER	SECRETARY 2.00	0	0	0
525 EAST 68 STREET NEW YORK,NY10065
JAMES WEIDEL	TREASURER 2.00	0	0	0
121 OLD TYLER ROAD ACRA,NY12405
KAREN BALLARD	DIRECTOR 2.00	0	0	0
5023 FIRWOOD DRIVE CONONSBURG,NY15317
NOREEN BRENNAN	DIRECTOR 2.00	0	0	0
28 BRUCE STREET PLEASANTVILLE,NY10570
CAROLEE BROOKS HILDENBRANDT	DIRECTOR 2.00	0	0	0
53-45 195TH STREET NEW YORK,NY11365
BARBARA SOMMER	DIRECTOR 2.00	0	0	0
31 STONEWALL DRIVE HAMDEN,CT06518
PATRICIA MYRON	DIRECTOR 2.00	0	0	0
31 INVERNESS ROAD NEW ROCHELLE,NY10804
MARY ANN GALLAGHER	DIRECTOR 2.00	0	0	0
80 73RD STREET BROOKLYN,NY11209
GERTRUDE HUTCHINSON	DIRECTOR 2.00	0	0	0
2568 WESTERN AVENUE ALTAMONT,NY12009

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	SHORT TERM FINANCIAL ASSISTANCE TO COVER BASIC NEEDS SUCH AS RENT, MORTGAGE PAYMENTS OR MEDICAL EXPENSES FOR NURSES IN NEED AS A RESULT OF ILLNESS, INJURY OR DISABILITY	474,060
2


3


4

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					28,932
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	339,008
b From 2019......	270,408
c From 2020......	3,194,174
d From 2021......	482,591
e From 2022......	505,216
f Total of lines 3a through e ........		4,791,397
4Qualifying distributions for 2023 from Part
XI, line 4: $ 556,641
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					28,932
e Remaining amount distributed out of corpus		527,709
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		5,319,106
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		339,008
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		4,980,098
10 Analysis of line 9:
a Excess from 2019....	270,408
b Excess from 2020....	3,194,174
c Excess from 2021....	482,591
d Excess from 2022....	505,216
e Excess from 2023....	527,709

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

BROOK JORGENSEN
2113 WESTERN AVENUE
GUILDERLAND,NY12084
(518) 456-7858
BJORGENSEN@NURSESHOUSE.ORG

bThe form in which applications should be submitted and information and materials they should include:

COMPLETED APPLICATION FOR ASSISTANCE FORM, HEALTH STATUS REPORT BY HEALTHCARE PROVIDER, RECENT PROOF OF INCOME FOR ALL HOUSEHOLD INDIVIDUALS, COPY OF CURRENT LEASE OR MORTGAGE STATEMENT, AND A COPY OF FAMILY COURT SUPPORT IF YOU ARE MAKING OR RECEIVING CHILD SUPPORT AND/OR ALIMONY PAYMENTS.

cAny submission deadlines:

N/A

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

MUST BE A REGISTERED NURSE WITH A DOCUMENTED MEDICAL DIAGNOSIS THAT TEMPORARILY OR PERMANENTLY PROHIBITS THEM FROM WORKING.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

STEPHANIE DAGUE
2113 WESTERN AVENUE
GUILDERLAND,NY12084
(518) 456-7858
SDAGUE@NURSESHOUSE.ORG

bThe form in which applications should be submitted and information and materials they should include:

COMPLETED APPLICATION FOR ASSISTANCE FORM, PROOF OF ADDRESS (YOU MUST RESIDE IN NATRONA), CURRENT EMPLOYMENT AS AN RN, DESCRIPTION OF HOW COVID-19 AFFECTED THE PERSON, AND IF APPROVED - WHAT DO YOU INTEND TO USE THE FUNDS FOR?

cAny submission deadlines:

MARCH 1, 2023

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

MUST BE AN RN WORKING IN NATRONA COUNTRY, WYOMING

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
92 GRANTEES 2113 WESTERN AVE GUILDERLAND,NY12084	NONE	I	RENT, MORTGAGE PAYMENTS, UTILITIES OR MEDICAL EXPENSES	153,656
301 NURSES 2113 WESTERN AVE GUILDERLAND,NY12084	NONE	I	RENT, MORTGAGE, UTILITIES, GROCERIES, OR MEDICAL EXPENSES	196,245
Total ................................. 3a				349,901

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	1,318
4 Dividends and interest from securities ....			14	11,526
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............
9 Net income or (loss) from special events:			02	37,888
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		50,732	0

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization NURSES HOUSE INC			Employer identification number 13-1927913

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
1	ELIZABETH CARTER 1000 RIVERSIDE DRIVE B503 PALMETTO, FL342215097	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	ST LUKES SON ALUMNI ASSOCIATION C/O PEG FOX 27 YORK AVENUE RYE, NY10580	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	CHARLES SPEAR CHARITABLE TRUST CAROLINE M BARRETT TRUSTEE PO BOX 1 NEW YORK, NY10268	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	DAVIN WORKFORCE SOLUTIONS 18 DIVISION STREET SARATOGA, NY12866	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	CAROL LOFSTEDT 7432 CASEY AVE EASTON, MD21601	$ 50,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	NEW YORK STATE NURSES ASSOCIATION C/O REHANNA SINGH 131 W 33RD STREET NEW YORK, NY10001	$ 6,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization NURSES HOUSE INC			Employer identification number 13-1927913
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
7	LINDA O'BRIEN 15 CEDAR STREET CENTER MORICHES, NY11934	$ 5,379		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	DR ROBERT PIEMONTE 76 W 86TH STREET NY, NY10024	$ 81,422		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	ANONYMOUS DONOR 2113 WESTERN AVENUE 2 GUILDERLAND, NY12084	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

bApproved for future payment

Total ................................. 3b				0

Name of organization NURSES HOUSE INC		Employer identification number 13-1927913

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)


Name of organization NURSES HOUSE INC			Employer identification number 13-1927913
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Adjusted Net Income
3 LAPTOPS	2021-11-01	3,102	1,664	SL	3.000000000000	1,034	1,034
SOFTWARE	2021-02-28	5,653	3,154	SL	3.000000000000	1,884	1,884
DATABASE UPGRADE	2023-10-01	3,610		SL	3.000000000000	301	301
FURNITURE AND FIXTURES	2020-01-01	7,837	7,837	SL	3.000000000000	0	0

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
OFFICE SUPPLIES AND EXPENSES	10,256	10,256
INSURANCE	693	693
INFORMATION TECHNOLOGY	10,180	10,180
ADVERTING AND PROMOTION	3,783	3,783
ARCHIVE FEES	1,100	1,100
EVENT AND FUNDRAISING EXPENSE	16,349	0
COVID RELIEF	460	460

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
PAYROLL SERVICES	1,750	0	1,750
MANAGEMENT AND ADMIN SERVICES	178,518	0	178,518
INVESTMENT MANAGEMENT SERVICES	4,579	4,579	0

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