ANNUAL REPORT

1 | PathStone 2020 Annual Report PathStone 2017 Annual Report | 1 For over 50 years, PathStone has been committed to excellence and dedicated to the clients we serve.

The PathStone Annual Report is a periodical published once a year by PathStone Corporation, 400 East Avenue, Rochester, NY 14607.

Issue Date: May 2021 Publisher: PathStone Corporation Editor: Joshua Sankowski & Yesenia Ramos-Torres Designer: Teysia Parks, Studio T Designs, LLC

2 | PathStone 2020 Annual Report 3 | PathStone 2020 Annual Report Table of CONTENTS

5 PathStone Leadership

6 A Message from the President/CEO and Board Chair of PathStone

7 Where and How We Help

8 PathStone’s Services Matter

10 2020 Financial Overview

11 Funders and Corporate Donors

12 Individual Donors

4 | PathStone 2020 Annual Report PathStone Leadership

Rochester Headquarters

Alex Castro, Ruperto Montero, Leslie W. Kernan, Jr., Esq., Anne R. Babcock-Stiner, Esq., President & CEO Chief Financial Officer Chief Legal Officer Senior Vice President of Human Resources

Housing

Amelia Casciani, Kathryn Bryan, Susan Boss, Senior Vice President Senior Vice President Senior Vice President of Real Estate Development of Property Management of Housing Services

Direct Services

Jeffrey Lewis, Nita R. D’Agostino, Senior Vice President of Direct Services Senior Vice President of Direct Services New York, Ohio, Vermont, Puerto Rico Pennsylvania, New Jersey, Virginia A Message... from the President/CEO and Board Chair of PathStone

WHAT A YEAR! Did we ever think that there would be a global pandemic? It was challenging for 2020 to have been the year in which Never. But here we are. 2020 seems like a dream in many leadership transitioned. Upon reflection, it was also quite ways. There is much sadness around the COVID-19 pandemic rewarding. Even in the midst of dealing with the pandemic, and we want to take the time to give our deepest condolences we were able to work on several critical initiatives across our to those that we have lost in our communities. We also want organization. These initiatives included: strategic planning, to thank our essential workers and all those that kept us Racial Equity Diversity & Inclusion (REDI), tightening cyber moving forward toward the light during such darkness. security and in-depth disaster recovery planning. We were Alex Castro, even able to roll out a new initiative to help farmworkers in President & CEO We at PathStone never skipped a beat. Being faced with Pennsylvania and New York hit hardest by the pandemic! uncertainty, fear of the unknown and confusion, we managed We are grateful to our predecessor, Stuart Mitchell, for his to keep moving. Our staff were priority. Alex met with the guidance in this transition, not to mention all that he did in senior team daily to work out details on how to make sure our building our organization. staff was taken care of and safe. Most of our 500+ employees at PathStone were able to continue the work we do in some We are very proud of our team- its tenacity and bandwidth in form. Those who were deemed essential workers were able getting so much accomplished. As we return to our offices, to keep working on location by being in compliance with all we continue to evaluate efficiencies and how we can tighten health regulations. operations. We are not out of the woods yet, but we are optimistic about the future! On behalf of the entire PathStone We then turned our attention to how we could safely continue family, we encourage you to continue to learn more about the providing vital services to our communities. Every effort was wide range of work we do and how you can help by visiting Arlene Wilson, made to keep our residents safe. Working remotely, from our PathStone Facebook page. We need your friendship and Chair, Board of Directors our housing counselors to our direct services team, our staff support more than ever now. found innovative ways to continue education services with virtual learning. ZOOM meetings became the new normal Thank you. for meeting with board members, staff, clients, funders, and other organizations. Being thrust into using virtual arenas for communication actually proved to be quite efficient, and we have seen an increase in productivity.

6 | PathStone 2020 Annual Report Where We Help How We Help

In 1969, PathStone was founded as an advocacy and supportive Working collaboratively with a broad network of community partners in our local services organization for seasonal and migrant farmworkers. At that service areas, PathStone delivers services in five chief interrelated arenas: time, we operated a few programs in Wayne, Monroe and Orleans counties in New York State. PathStone operates in scores of counties Advocacy across seven states and within all 78 municipalities in Puerto Rico. PathStone senior staff leadership and Board of Directors are committed to Over fifty years later, we continue to provide partnership and expert representing the needs and rights of participants with governmental, business, and support to individuals and families hungry for opportunities to community institutions for the purpose of promoting economic and social justice. achieve the goals they set for themselves.

Community Development PathStone invests in emerging entrepreneurs who are eager to expand their business and create employment opportunities in their communities.

Education & Health PathStone provides a range of education and health services designed to promote and enhance lifelong learning, healthy living and employability for low income individuals and families.

Housing Services PathStone connects individuals and families with appropriate, affordable places to live that ensure a roof over their head with the opportunity to thrive in their community of choice.

Workforce Development PathStone is the bridge between employers in need of a skilled and productive For more information about where our services are provided, workforce and the untapped reservoir of untrained – often underemployed or please visit our website at www.pathstone.org unemployed – prospective workers.

7 | PathStone 2020 Annual Report Workforce Development PathStone is the bridge between employers in need of a skilled and productive workforce and the untapped reservoir of untrained – often underemployed or unemployed – prospective workers.

3,067 778 Adults and Youth Adult and Youth Placed in Unsubsidized Enrolled in Programs Employment/Education

Housing Services PathStone connects individuals and families with appropriate, affordable places to live that ensure a roof over their head with the opportunity to thrive in their community of choice. 5,864 $38,087,000 Families and Seniors Invested to create 272 PathStone’s Received Rental Assistance new homeowners SERVICES Education and Supportive Services MATTER PathStone provides a range of education and supportive services designed to promote and enhance lifelong learning, healthy living and employability for low income individuals and families

849 1,339 Children Enrolled in (over 12,000 less from the prior year because staff was Head Start Programs unable to provide pesticide safety during COVID19) Participant Received Workplace and Personal Safety Education

Community Development PathStone invests in emerging entrepreneurs who are eager to expand their business and create employment opportunities in their communities. $3,434,000 $44,256,000 Small Business Invested in new or Loans Provided rehabilitated homes

8 | PathStone 2020 Annual Report 9 | PathStone 2020 Annual Report 2020 Financial Overview

Health & Safety Categories Revenues Expenditures 0.99% TOTAL EXPENSES REVENUES PERCENT EXPENSES (net of deprec) PERCENT Adult Education, Training & Employment Adult Education, Training and Employment $21,636,695 20.50% $21,483,176 $21,469,309 20.76% Rental Property – 20.76% LP’s & LLC’s 19.59% Youth Education, Training and Employment $4,986,357 4.72% $4,741,663 $4,741,663 4.59%

Ecomomic Development $2,114,543 2.00% $3,090,534 $3,090,534 2.99% 2020 PathStone and Affiliates Youth Education, Child and Family Development $9,251,612 8.77% $8,873,057 $8,873,057 8.58% Training & Employment Revenue by Lines 4.59% of Business before Emergency and Supportive Services $1,788,488 1.69% $1,503,894 $1,503,894 1.45% Rental Property Economic Development Portfolio Eliminations 2.99% 11.01% Housing Counseling $3,239,400 3.07% $3,004,300 $3,004,300 2.91% $105,542,085 Child & Family Development Housing Rehab and Energy Services $6,702,049 6.35% $6,704,822 $6,704,822 6.48% 8.58% Management Emergency & & General Supportive Housing and Rental Assistance $5,713,547 5.41% $5,128,270 $5,113,214 4.94% Supportive Services 11.93% Fundrasising Housing 1.45% Real Estate Development $5,029,814 4.77% $1,640,896 $1,640,896 1.59% 0.44% Counseling Property 2.91% Management Services Housing Rehab and Supportive Housing. 1.75% Energy Services Property Management Services $1,654,066 1.57% $1,814,633 $1,814,633 1.75% Real Estate & Rental Assitance 6.48% Development 4.94% Fundraising $504,756 0.48% $454,163 $454,163 0.44% 1.59%

Management and General $6,075,743 5.76% $12,571,333 $12,331,791 11.93% Adult Education, Training and Employment Real Estate Development Rental Property Portfolio $14,437,849 13.68% $15,977,567 $11,385,135 11.01% Youth Education, Training and Employment Property Management Services Economic Development Fundraising Rental Property - LP's & LLC's $21,284,951 20.17% $29,267,043 $20,257,261 19.59% Child and Family Development Management and General Emergency and Supportive Services Rental Property Portfolio Health and Safety $1,122,215 1.06% $1,023,372 $1,023,372 0.99% Housing Counseling Rental Property – LP’s and LLC’s Total Before Eliminations $105,542,085 100.00% $117,278,723 $103,408,044 100.00% Supportive Housing & Rental Assistance Health and Safety Housing Rehab and Energy Services

10 | PathStone 2020 Annual Report Funders and Corporate Donors

County: New York State Division of Homes and Community Renewal Conifer LLC National Low Income Housing Coalition Bucks County, PA New York State Department of Labor Courtyard by Marriott NeighborWorks America Chautauqua County, NY New York State Department of State DePaul Passero Associates Chester County, PA New York State Office of Aging DreamBikes Paychex Cumberland County, PA New York State Office of Temporary Disability Assistance East Coast Migrant Head Start Public Health Solutions Dutchess County, NY Ohio Department of Alcohol Drug Addiction Services EFPR Group Quality Carpets & Linoleum, Inc. Monroe County, NY Ohio Department of State Enterprise Community Partners, Inc. RADEC Electric Corporation Orange County, NY Ohio Housing Finance Agency Episcopal Seniorlife Communities Red Stone Equity Partners, LLC Ulster County, NY Pennsylvania Department of Community and Development ESL Charitable Foundation Relph Benefit Advisors Pennsylvania Department of Economic Opportunity ESL Federal Credit Union Rimkus Marciano & Associates, Inc. County: Pennsylvania Department of Education Excellus Blue Cross Blue Shield Rochester Area Community Foundation Chautauqua County, NY Pennsylvania Department of Human Resources Farash Foundation Rochester Management, Inc. Chester County, PA Pennsylvania Department of Public Welfare Federal Home Loan Bank of New York Rochester’s Cornerstone Group, Ltd. Cumberland County, PA Pennsylvania Housing Finance Agency Five Star Bank RYA N Dutchess County, NY Puerto Rico Housing Finance Authority Flaherty Salmin CPAs S&T Bank Lackawanna County, PA State of New York Frederico Demolition Spoleta Construction Monroe County, NY State of Ohio Greater Living Architecture, PC Sustainable Comfort Orange County, NY State of Pennsylvania Harter Secrest & Emery LLP SWBR State of New Jersey Henry Isaacs Quality Home Remodeling Inc. The Community Preservation Corporation Local: Heveron & Company CPAs PLLC The Greater Rochester Health Foundation City of Muncie’s Department of Community Development Corporation, Non-Profits, Religious Groups: Home Leasing The Upstate Bank City of Rochester 84 Lumber HR Works, Inc. TheCaseMade City of Utica Action for Better Community Hudson Housing TMD Contracting Town of Irondequoit Allendale Columbia School Intivity Town and Country Pest Solutions Allied Universal Ithaca Urban Renewal Agency Trillium Health Federal: Asbury First United Methodist Church Jensen/BRV Engineering, PLLC Underberg & Kessler, LLC Community Services Block Grant Bank of America Kenyon Excavating United Way of Greater Rochester United States Department of Agriculture Bergmann, PC KeyBank Upstate Roofing and Painting United States Department of Commerce Billone Mechanical Contractors Labella Associates, PC US Ceiling Corp. United States Department of Education Black Murphy Fund at the Rochester Area Community Foundation Larsen Engineers Waste Management United States Department of Energy Brown & Brown of New York, Inc. Lecesse Construction William & Sheila Konar Foundation United States Department of Health and Human Services Buckingham Properties Legal Aid Society of Rochester WinnCompanies United States Department of Homeland Security Canandaigua National Bank Lisa’s Liquor Barn WinnResidential United States Department of Housing and Urban Development Cardinal Lawn & Landscape, Inc. Local Initiatives Support Corporation of PA Wise Home Energy United States Department of Labor Catenary Construction M & T Bank WM B Morse Lumber Co. United States Department of Treasury CCA Development Manpower YWCA United States Department of Veterans Affairs CHASE Marathon Engineering United States Environmental Protection Agency Chicago Title Insurance Company MM Development Advisors Christa Construction Monroe Community College State: City Blue Imaging Monroe Roadways Commonwealth of Puerto Rico Department of Housing CloudDOCX Morgan Stanley Indiana Housing and Community Development Authority Comfort Systems USA National Council on Aging New York Housing Trust Fund Common Ground Health National Equity Fund, Inc.

11 | PathStone 2020 Annual Report Vanessa Hysell Steve Metzger Robert Picken Jeanne Strazzabosco Chrissie Irish Amy Mihalakas Emily Pranis John Strazzabosco Individual Donors Alicia Jinks Paul Minor David Prout Vincent and Evelyn Stroud Jim Johnson Stuart Mitchell Jonathan Prutzman Jess D. Sudol William Johnson Jr. Tom Mitchell Barbara Purvis Jon Sussman Mike Johnston Julia Mitchell Renee Radicchi Spicer Sarah Szrama Kristina Abbott Kimmel Cameron Phyllis Fleischman Jeremy Jordan Dale Mitchell Loren Ranaletta Paul Tankel Peter Abdella Jennifer Canning Robert Fogel Katherine Karl Patricia Mogan Daniel Randall Dion and Jennifer Terwilliger Claude Adair Laurie Capozzi Robert Fornataro Robert Kaub Muzhgan Mohammad Ellen Reed Elliot Test Sue Allen Ted Capuano John Foster David Kay Richard Moncrief John Reily Sue Tharrett Joe Anello Bill Carpenter James Franzen Bonnie Kay Ruperto Montero Elizabeth Reinhart Brennon Thompson Rosabel Antonetti Kayla Carpitella Mark Frederico Paul Kealey Fabricio Morales Richard and Joann Rising Bruce Thompson Richard Arsenault Tim Carr Mark Fuller Kate Kenney Gail Morelle Orlando Rivera Robert Tobin Black Murphy Fund at the Rochester Area Kesha Carter Thomas Fuller Vieng Keovongxay Robert Morgan Mauricio Riveros Patrick Tobin Community Foundation Ernest Caswell Nancy and Peter Gaess Emily Kernan James Moriarty Deborah Rosen Matt Tomlinson Matthew Bain Suzanne Chapman Debra Galbraith Michael Kilian Richard Moriarty Jonathan Rosenfeld Michael Tonovitz John Bartholf Joseph Chavez Bret Garwood Samuel King Karen Morse Joseph Rybka Jennifer Townsend Dorothy Bauch-Barker John Chinappi Tom Gears Annelynne King Arnold Moss Anne Rybka Paul Tremblay Willard Beaulac Pat Clancy Tom George Susan Kittle Nancy Mullen Daniel Rybka Frank Trigilio David Beinetti Sheila Cocilova Frank Geraci Jeff Kittle Mike Mullin Doug Sample Naomi Turiano Joseph Bellizia Serena Compitello Kyle Gerard Joe Klein Philip Muscato Margaret Sanchez Eric Van Dusen Mark Bender Jeffrey Cook Richard Gibson Rose-Marie Klipstein Sabrina Narine Joshua Sankowski Kristen Van Hooreweghe Margaret Benedetto Stuart Cooper Andrea Giorgione Laura Koehler Stephen Neubert Amanda Santacroce Hubert Van Tol Marc Bigsby Barbara Cote Holly Glauser Molly Kommer John Nichols Arline and Fernando Santiago Jordan Varano Joseph Billone Mary Covert-Mason Tyler Golub Kevin Kommer Ricardo Nieves Dan Sargent Divinia Villegas Martin Birmingham BILL Curran Charles Goodman Sandra Krajeski Wade Norwood Jaime Saunders William Wagner Ann Bisntock Charlie Davis Brett Grape Matthew Kuhlenbeck Daryl Odhner Scott Schmid David Walsh Elayna Bittner Donna Davis Elisabeth Grunert Sarah Ladin Amy Olds Joseph Searles Richard Watkins Joy Blake Heather Davis Laurence Guttmacher Scott Ladin Elizabeth Olin Lauren Seaver Tim Webber Michael Bleeg Daisy Davis Ellen Hagelberg Melissa Ladin Tobie Olsan William Selke James Weis Jane Bleeg Zack DeClerck Shaun Hakiel Katie Lee Mary O’Reilly Leah Sherman Kathleen Whelehan Arthur Bond Rick DeJesus-Rueff Michael Hakiel Jennifer Leonard Lis and John Ormsbee Eric Shoen-Ukre Almeta Whitis Ann Bonevich Elizabeth Delorenze Mark Halley Cassie Lewis-Getman Jackie Ortiz Mark Shortino Jeff Wight Susan Boss Andrea DeMeo Lawrence Hargrave Katie Liebel Orlando Ortiz Radec Electric Corporation Brian Wight Tom Brady Barbara Deming Andre Harper Jean Lowe Clayton Osborne Shreeram Shrivastava John Wilcox Cody Braithwaite James DeMott Lynn Harris Mary Lupien Brian O’Sullivan Angela Sims Anne Wilder Roger Brandt Scott Dempsey John Harrison Tony Lyons Bernard O’Sullivan Ralph Sinistro Heather Williams Mary Bringley Tim Dewey Elizabeth Hartman John Magee Jean Oswald David Smith John Wiltse Elizabeth Bringley Christopher Dickens Karen Hartnett Ann Marie Mahoney Susan Ottenweller Tammy Smith Marla Wiltse Darren A. Brooks, P.E. Richard DiMarzo Timothy Herlihy Amber Malizia Arleen Pacheco John Smith Leonore Wiltse Lindsey Brown Kevin Dixon Douglas Hess Tiffany Manuel Kyra Padula Adam Smith Lee Wiltse Matthew Brown Catherine Doyle Cindy Hetzler Helen Marano Gillian Paku Mark Spallacci Gilbert Winn Jeffrey Bruckel Beverly Duffey John Heveron Alan Marciano Timothy Palmer Denise Speicher Robert Winters Deb Bullock-Smith Marsha Dumka Marty Hill George Master Edward Palumbos Richard Spence Jonathon Wolfson Barbara Burke Doug Dylla Kevin Hill Joanne Mattiucci Christopher Passero Steven Spicer Tricia Yarger Daniel Burns Tarek Eldaher Peggy Hill Matt May Gary Passero Michael Spoleta Helen Zamboni Robert Burns John Engels Rose Ann and Robert Monica McCullough Michael Pastore Joe Stankaitis Miriam Zinter (CPC) Craig Burton Herbert Engman Holloway Andrew McDermott Mark Pautler Frank Staropoli Alicia Zona Shirah Cahill Kendra Evans Joan Hoover Abigail McHugh-Grifa Lynn and Glenn Peck Deborah Stendardi Rebecca Caico William Farmer Ann Howard Deirdre McKiernan Alexandra Pecora Hamilton Stern Robert Cain Jeffrey Flaherty Cynthia Hunt Hetzler Dr. Lori Jeanne Peloquin Chris Stern Essie Calhoun-McDavid Tim Flaherty Caitlin Hyde DAN Mendelson Gilbert Perez Pamela Stiles

12 | PathStone 2020 Annual Report PathStone Board of Directors & Executive Leadership

PROGRAM ADVISORY COLLABORATIVE ORGANIZATION HOUSING SERVICES COMMITTEES REPRESENTATIVES Amelia Casciani New York Pennsylvania Association of Non-Profits Senior Vice President of Ester Cruz Patricia Mogan Real Estate Development [email protected] New Jersey INDIVIDUAL/AT-LARGE Yahaira Perez Kathryn Bryan REPRESENTATIVES Senior Vice President of Puerto Rico Andre Harper, Head Start Property Management Esmeralda Perez Santa [email protected] Luis Lopez Banks Fernando Santiago, Attorney * Sue Boss Vermont Eric Shoen, Fundraising Senior Vice President of Housing Ernest Caswell * Ralph Sinistro, Employment and Training * [email protected] Pennsylvania Arlene Wilson, Agricultural * VACANT DIRECT SERVICES Jeffrey Lewis Senior Vice President of Direct Services CHILD AND FAMILY ADMINISTRATIVE OFFICES New York, Ohio, Vermont, Puerto Rico DEVELOPMENT PROGRAM 400 East Avenue [email protected] ADVISORY COUNCILS Rochester, NY 14607 Nita D’Agostino Gregorio Uribe (800) 888-6770 Senior Vice President of Direct Services Corine Lesher Alex Castro Pennsylvania, New Jersey, Virginia President and CEO [email protected] [email protected] RESIDENT ADVISORY COUNCIL Leslie W. Kernan, Jr., Esq. Monique Oliva-Kulp* Chief Legal Officer [email protected]

FINANCE AFFILIATE CORPORATION REPRESENTATIVES Ruperto Montero Chief Financial Officer PathStone Housing Corporation of Indiana [email protected] Yvonne Thompson The Housing Council HUMAN RESOURCES Orlando Ortiz * Anne Babcock-Stiner, Esq. PathStone Community Development of Senior Vice President of Puerto Rico Human Resources Wilma Alejandro [email protected] PathStone Development Corporation 400 East Avenue, Rochester, NY 14607 Patrick Tobin (800)888-6770 PathStone Enterprise Center Inc. pathstone.org Wilma Alejandro

*Names with asterisk denote Executive Committee members