2023-10-11T09:59:39-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-01-01 131656674 THE NEW YORK ACADEMY OF MEDICINE NEWY 2128227222 1216 FIFTH AVENUE NEW YORK NY 100295205 ANDREA CHOI SVP FINANCE & ADMIN 2128227222 2023-10-10 1 ANDREA CHOI XXX-XX-XXXX 1 GARRETT M HIGGINS P00543209 2122862600 2023-10-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN KURTH 1216 FIFTH AVENUE NEW YORK NY 100295205 14475744 0 X WWW.NYAM.ORG X 1851 NY SEE SCHEDULE O. THE NEW YORK ACADEMY OF MEDICINE (NYAM) TACKLES THE BARRIERS THAT PREVENT EVERY INDIVIDUAL FROM LIVING A HEALTHY LIFE. NYAM GENERATES THE KNOWLEDGE NEEDED TO CHANGE THE SYSTEMS THAT PREVENT PEOPLE FROM ACCESSING WHAT THEY NEED TO BE HEALTHY SUCH AS SAFE AND AFFORDABLE HOUSING, HEALTHY FOOD, HEALTHCARE AND MORE. THROUGH ITS HIGH-PROFILE PROGRAMMING FOR THE GENERAL PUBLIC, FOCUSED SYMPOSIA FOR HEALTH PROFESSIONALS, AND ITS BASE OF DEDICATED FELLOWS AND MEMBERS, NYAM ENGAGES THE MINDS AND HEARTS OF THOSE WHO ALSO VALUE ADVANCING HEALTH EQUITY TO MAXIMIZE HEALTH FOR ALL. 19 19 75 23 56379 0 6106933 5717169 1002414 1622684 3590978 3091268 678750 1003972 11379075 11435093 964465 640065 0 0 8395411 8201109 0 0 1114200 3263303 3438407 12623179 12279581 -1244104 -844488 83761526 66893539 2830522 2485732 80931004 64407807 X DRIVE PROGRESS TOWARDS IMPROVED HEALTH THROUGH ATTAINING HEALTH EQUITY. 0 0 1945042 71837 0 CENTER FOR EVALUATION AND APPLIED RESEARCH - SEE SCHEDULE O.THE CENTER FOR EVALUATION AND APPLIED RESEARCH (CEAR) PARTNERS WITH COMMUNITY ORGANIZATIONS, HEALTH DEPARTMENTS, PHILANTHROPIC ORGANIZATIONS, HEALTHCARE PROVIDERS AND OTHER RESEARCHERS TO 1) PLAN, ASSESS AND STRENGTHEN PROGRAMS FOCUSED ON HEALTH AND WELL-BEING; 2) INCORPORATE COMMUNITY PERSPECTIVES INTO PROGRAM DEVELOPMENT, PROGRAM ASSESSMENT AND DECISION-MAKING; AND 3) BUILD AND DISSEMINATE EVIDENCE ON STRATEGIES TO IMPROVE HEALTHCARE AND RELATED SERVICES TO ADDRESS THE STRUCTURAL, SOCIAL, ECONOMIC AND ENVIRONMENTAL FACTORS THAT IMPACT HEALTH, INCLUDING RACISM AND OTHER INEQUITIES. CEAR ALSO PROVIDES RESEARCH AND EVALUATION TRAINING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS AND INSTITUTIONS WITH THE AIM OF BUILDING THEIR INTERNALCAPACITY TO SELF-ASSESS THEIR WORK, BETTER DOCUMENT THEIR ACCOMPLISHMENTS, IMPROVE PROGRAMS AND RESPOND TO COMMUNITY NEEDS. CEAR RESEARCHERS HAVE EXPERTISE IN BOTH QUALITATIVE AND QUANTITATIVE METHODS, AS WELL AS PARTICIPATORY RESEARCH METHODS, INCLUDING PUBLIC DELIBERATION. CEAR PROJECTS INCLUDE:- EVALUATION SERVICES FOR WORKWELL NYC, A WORKSITE WELLNESS INITIATIVE OF THE MAYOR'S OFFICE OF LABOR RELATIONS, AVAILABLE TO ALL EMPLOYEES OF NYC MUNICIPAL AGENCIES. WORKING IN COLLABORATION WITH WORKWELL NYC STAFF, CEAR SUPPORTS EVALUATION AND REFINEMENT OF THE PROGRAM THROUGH SURVEYS, FOCUS GROUPS, AND TECHNICAL ASSISTANCE TO INCREASE STAFF CAPACITY REGARDING PROGRAM EVALUATION AND THE APPLICATION OF EVALUATION FINDINGS. - RESEARCH TO SUPPORT INCOME AND FOOD SECURITY AMONG LATINX IMMIGRANT FAMILIES: CEAR COLLABORATES WITH MAKE THE ROAD NEW YORK (MRNY), A COMMUNITY-BASED ORGANIZATION THAT BUILDS THE POWER OF IMMIGRANT COMMUNITIES, ON AN EXAMINATION OF POLICIES AND PRACTICES THAT PERPETUATE, EXACERBATE OR REDUCE INEQUITIES RELATED TO INCOME AND FOOD SECURITY FOR LOW-INCOME LATINX IMMIGRANT FAMILIES. THE RESEARCH FOCUSES ON ACCESS TO WELL-ESTABLISHED BENEFIT PROGRAMS (E.G., SNAP); INNOVATIVE CITY AND STATE-SPECIFIC PROGRAMS, INCLUDING INITIATIVES DEVELOPED IN RESPONSE TO THE COVID-19 PANDEMIC; AND MRNY COMMUNITY HEALTH WORKER AND PROMOTORA (COMMUNITY HEALTHCARE WORKERS) PROGRAMS THAT FACILITATE ACCESS TO THESE SERVICES.- COMMUNITY HEALTH NEEDS ASSESSMENT FOR NEWYORK-PRESBYTERIAN HOSPITAL: CEAR CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), COLLECTING INFORMATION THAT ALSO INFORMED A THREE-YEAR COMMUNITY SERVICE PLAN (CSP), FOR NEWYORK-PRESBYTERIAN HOSPITAL, ONE OF THE LARGEST PROVIDERS OF CARE TO MEDICAID-INSURED NEW YORKERS IN THE STATE. THIS WORK INCLUDED ADMINISTERING AND ANALYZING OVER 1000 SURVEYS TO COMMUNITY MEMBERS IN SIX LANGUAGES, CONDUCTING OVER 40 FOCUS GROUPS IN THREE LANGUAGES, AND COLLECTING ADDITIONAL INFORMATION FROM KEY STAKEHOLDER INTERVIEWS. THE TEAM ALSO EXAMINED PUBLICLY AVAILABLE DATA ACROSS 70 HEALTH INDICATORS. ANALYSES PROVIDE AN UNDERSTANDING OF THE NEEDS, ASSETS, AND PRIORITIES OF THE COMMUNITIES THE HOSPITAL SERVES, AND IS ALSO CRITICAL TO UNDERSTANDING DISPARITIES IN HEALTH TO ADDRESS TO ACHIEVE HEALTH JUSTICE. IN ADDITION TO SUBMITTING THE CHNA REPORT TO NEW YORK STATE AND THE IRS PER REGULATIONS, FINDINGS HAVE BEEN USED BY NYP TO IDENTIFY PRIORITY AREAS OF FUNDING FOR COMMUNITY GRANTS THAT AIM TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH IN COMMUNITIES SERVED BY THE HOSPITAL. 1418256 24724 52909 THE ACADEMY LIBRARY - SEE SCHEDULE O.THE ACADEMY LIBRARY BEGAN OPERATIONS IN JANUARY 1847, AS PART OF THE NEWLY ESTABLISHED NEW YORK ACADEMY OF MEDICINE. IN 1878 THE LIBRARY OPENED TO THE PUBLIC, AS IT REMAINS TODAY. IN THE LATE 19TH CENTURY, THE LIBRARY BEGAN COLLECTING RARE AND HISTORICAL WORKS IN MEDICINE. TODAY THE COLLECTIONS COMPRISE OVER A MILLION ITEMS: OVER 550,000 VOLUMES OF BOOKS AND JOURNALS, INCLUDING A RARE BOOK COLLECTION OF APPROXIMATELY 32,000 VOLUMES; 275,000 PORTRAITS AND ILLUSTRATIONS; APPROXIMATELY 400,000 PAMPHLETS; AND OVER 1,800 LINEAR FEET OF MANUSCRIPTS AND ARCHIVES. IN 2012, THE LIBRARY RESTRUCTURED AS AN HISTORICAL MEDICAL LIBRARY. THE LIBRARY RETAINS THE MEDICAL LITERATURE IT ACQUIRED OVER 175 YEARS OF SERVICE, AND NOW FOCUS OUR COLLECTING ON RARE AND HISTORICAL WORKS IN MEDICINE AND PUBLIC HEALTH, AS WELL AS HISTORICAL LITERATURE IN THOSE AREAS. WE SERVE RESEARCHERS WITH MATERIALS FROM OUR COLLECTIONS; SUPPORT TWO RESEARCH FELLOWSHIPS, THE AUDREY AND WILLIAM H. HELFAND FELLOWSHIP IN THE HISTORY OF MEDICINE AND PUBLIC HEALTH, AND THE PAUL KLEMPERER FELLOWSHIP IN THE HISTORY OF MEDICINE; PROVIDE VISITORS AND CLASSES WITH TOURS OF THE COLLECTIONS AND THE HISTORIC BUILDING; MOUNT HISTORICAL PROGRAMS; AND SHARE OUR INSIGHTS THROUGH SOCIAL MEDIA AND THE LIBRARY BLOG.IN 2022, THE LIBRARY'S ACTIVITIES FOCUSED ON THE ACADEMY'S 175TH ANNIVERSARY. WE LAUNCHED "CELEBRATING NYAM MILESTONES" ON JANUARY 11, 2022, AN ONLINE TIMELINE OF NYAM HISTORY PREPARED WITH NYAM'S DEPARTMENT OF MARKETING AND COMMUNICATIONS. WE REWORKED AND EXPANDED OUR OWN TIMELINE, RELEASED IN AUGUST AS "CELEBRATING NYAM LIBRARY MILESTONES," PRODUCED WITH THE GENEROUS SUPPORT OF DAVID J. WOLF, M.D. THE TIMELINES FEATURE BOTH ENGLISH- AND SPANISH-LANGUAGE VERSIONS.THE LIBRARY'S PROGRAMMING ALSO CELEBRATED THE ACADEMY'S ANNIVERSARY. WE LAUNCHED A NEW SERIES, "THEN & NOW," PAIRING HISTORIANS WITH POLICY MAKERS, JOURNALISTS, AND PEOPLE WITH LIVED EXPERIENCE. THE SERIES USES THE INSIGHTS OF HISTORY TO SHED LIGHT ON ISSUES IN MEDICINE AND PUBLIC HEALTH WHERE THE ACADEMY HAS DONE - AND IS DOING - SIGNIFICANT WORK. WORKING WITH OTHER ACADEMY DIVISIONS, THE LIBRARY MOUNTED FOUR "THEN & NOW" PROGRAMS IN 2022, ON MATERNAL MORTALITY AND RACE; DRUG USE AND HARM REDUCTION; HEALTHY AGING IN NEW YORK CITY; AND HISTORICAL MEDICAL LIBRARIES. THE FIRST AND LAST OF THESE EVENTS FEATURED LIBRARY STAFF. FOR THE FIRST TIME SINCE 2019, WE HELD OUR PARTY, "CELEBRATION OF THE LIBRARY," WELCOMING FRIENDS AND COLLEAGUES BACK TO THE ACADEMY TO SHOW OFF OUR COLLECTIONS AND ENJOY TIME TOGETHER. WE CONTINUED PREVIOUS LECTURE SERIES, WITH THE ANNUAL BIBLIOGRAPHY WEEK LECTURE: ANDREW CURRAN SPEAKING ON HOW IDEAS OF RACE DEVELOPED IN ENLIGHTENMENT FRANCE; AND OUR COLLABORATION WITH THE HEBERDEN SOCIETY OF WEILL CORNELL MEDICINE: SUSAN CLARK BALL REFLECTING ON "VOICES IN THE BAND: A DOCTOR, HER PATIENTS, AND HOW THE OUTLOOK ON AIDS CARE CHANGED FROM DOOMED TO HOPEFUL." AS WE HAVE DONE SINCE 2016, WE MOUNTED THE "COLOR OUR COLLECTIONS" CAMPAIGN IN THE FIRST WEEK OF FEBRUARY, PUTTING UP COLORING BOOKS FROM ALMOST 100 LIBRARIES, ARCHIVES, MUSEUMS, AND OTHER CULTURAL INSTITUTIONS FROM AROUND THE WORLD. IN OCTOBER 2022 WE AGAIN PARTICIPATED IN OPEN HOUSE NEW YORK, OFFERING TOURS OF THE ACADEMY BUILDING IN CONNECTION WITH THE CITY-WIDE ARCHITECTURAL EVENT. THE LIBRARY'S BLOG, "BOOKS, HEALTH, AND HISTORY," POSTED TWENTY-ONE ARTICLES IN 2022, INCLUDING A SERIES OF POSTS ON "LIBRARY LUMINARIES," FIGURES IMPORTANT IN THE LIBRARY'S HISTORY. 1320020 44322 0 COMMUNITY PARTNERSHIPS AND POLICY SOLUTIONS - SEE SCHEDULE O.THE CENTER FOR COMMUNITY PARTNERSHIPS AND POLICY SOLUTIONS (CPPS) PARTNERS WITH RESIDENTS, COMMUNITY LEADERS, AND DECISION-MAKERS TO IDENTIFY INNOVATIVE POLICY SOLUTIONS. COLLABORATIONS ARE FORGED THROUGH A SHARED DEDICATION AND COMMITMENT TO HEALTH EQUITY; CPPS PARTNERS POSSESS CULTURALLY COMPETENT EXPERTISE THAT BENEFIT THEIR SERVED MINORITY POPULATIONS, WHICH FURTHER INFORM THE WORK. CPPS WORKS WITH PARTNERS TO SUPPORT GOVERNMENT AND INDUSTRY TO BETTER SERVE THE COMMUNITY, RECOGNIZE AND UPLIFT ITS ASSETS, AND TRANSFORM THE PLACES WHERE WE LIVE, WORK, PLAY AND LEARN INTO ENVIRONMENTS THAT PROMOTE HEALTH FOR ALL. THE UNIQUE APPROACH INCLUDES COMMUNITY-INFORMED PROGRAM DESIGN, MIXED METHODS HEALTH SERVICES RESEARCH, ORGANIZATIONAL NETWORK ANALYSIS, POLICY ANALYSIS, AND COMMUNITY-LED RESEARCH.DURING 2022 CPPS WORK ON HIGH-QUALITY, HIGH-IMPACT PROJECTS WAS SUPPORTED BY MULTIPLE SOURCES INCLUDING STATE AND LOCAL GOVERNMENTS AND FOUNDATIONS. NEW PROJECTS INCLUDED THE AGE-FRIENDLY: GO LOCAL LEARNING COLLABORATIVE PROJECT, WHICH IS COMPRISED OF 18 GRASSROOTS ORGANIZATIONS LOCATED IN RURAL AND SUBURBAN COUNTIES, FUNDED TO IMPLEMENT HEALTHY AGING PROJECTS IN WESTERN AND CENTRAL NEW YORK. CPPS ALSO PARTNERED WITH THE REGIONAL PLAN ASSOCIATION (RPA) AND THE BROOKLYN BOROUGH PRESIDENT'S OFFICE TO DEVELOP BROOKLYN'S COMPREHENSIVE PLAN FOCUSED ON HEALTH AND HOUSING. STAFF ALSO EVALUATED TRUST FOR AMERICA'S HEALTH PUBLIC HEALTH FRAMEWORK FOR AGE-FRIENDLY PUBLIC HEALTH SYSTEMS, WHICH AIMS TO SUPPORT THE IMPROVEMENT OF THE HEALTH AND WELL-BEING OF OLDER ADULTS. CPPS CONTINUES TO WORK ON YOUTHWORKS, A PROJECT TO PROMOTE HEALTH AMONG YOUTH AGED 13-25 IN JUVENILE JUSTICE AND FOSTER CARE SETTINGS BY PROVIDING A HYBRID OF VIRTUAL AND IN-PERSON SMALL GROUP MENTORING SERVICES. CPPS ALSO CONTINUES TO BRING TOGETHER THE TRUSTED VOICES OF RESIDENT CAREGIVERS, ALONG WITH DIRECT SERVICE PROVIDERS, TECHNICAL ADVISORS, AND ELECTED AND PUBLIC OFFICIALS TO IDENTIFY SOLUTIONS AND PUT FORTH RECOMMENDATIONS FOR A BETTER TOMORROW FOR CHILDREN. THE ACADEMY'S CENTER FOR HEALTHY AGING (CHA) WORKS TO IMPROVE THE HEALTH AND WELL-BEING OF CURRENT AND FUTURE AGING POPULATIONS THROUGH A MULTI-DISCIPLINARY APPROACH TO RESEARCH, POLICY, PROGRAMS, AND TECHNICAL ASSISTANCE. CHA IS FOCUSED ON IMPROVING CRITICAL ELEMENTS OF HEALTHY LIVING FOR OLDER ADULTS INCLUDING SOCIAL, PHYSICAL, AND ECONOMIC PARTICIPATION; POSITIVE PERCEPTIONS OF WELL-BEING, QUALITY OF LIFE, AND AUTONOMY; IMPROVED FUNCTIONAL ABILITY AND MINIMIZED ACTIVITY LIMITATIONS; AND EXCELLENT HEALTHCARE AND SERVICES. WITH EQUAL CONCERN FOR BOTH TODAY'S OLDER ADULTS AS WELL AS TOMORROW'S, CHA PROJECTS ADDRESS BOTH IMMEDIATE AND LONG-TERM SYSTEMIC CHANGES TO ENSURE EQUITY AND A HEALTHY LIFE FOR GENERATIONS TO COME. 3299336 499182 1512825 OTHER PROGRAM SERVICES. 3299336 499182 1512825 7982654 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 76 0 75 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AR CA FL GA IL MD MI NC NH NJ NY PA TN VA X X X ANDREA CHOI 2128227222 1216 FIFTH AVENUE NEW YORK NY 100295205 JUDITH A SALERNO MD PRESIDENT THRU SEP 2022 40.00 X X 477207 0 31055 WAYNE J RILEY MD CHAIR 1.00 X X 0 0 0 JAMES FLYNN MS CHAIR EMERITUS/TREASURER 1.00 X X 0 0 0 MARK L WAGAR VICE CHAIR 1.00 X X 0 0 0 CHARLES N BERTOLAMI DDS TRUSTEE 1.00 X 0 0 0 JOHN DAMONTI MSW TRUSTEE 1.00 X 0 0 0 MARTINE FERLAND TRUSTEE 1.00 X 0 0 0 ELSA-GRACE V GIARDINA MD TRUSTEE 1.00 X 0 0 0 MARC D GRODMAN MD TRUSTEE 1.00 X 0 0 0 JULIAN HARRIS MD TRUSTEE 1.00 X 0 0 0 JULIA IYASERE MD TRUSTEE 1.00 X 0 0 0 MIA JUNG MBA TRUSTEE 1.00 X 0 0 0 MARK N KAPLAN ESQ TRUSTEE 1.00 X 0 0 0 JENNIFER H MIERES MD TRUSTEE 1.00 X 0 0 0 PHILIP O OZUAH MD TRUSTEE 1.00 X 0 0 0 RICHARD PARK MD TRUSTEE THRU MAY 2022 1.00 X 0 0 0 ELENA RIOS MD TRUSTEE 1.00 X 0 0 0 JANIS SMITH-GOMEZ TRUSTEE 1.00 X 0 0 0 PAUL P TANICO JD TRUSTEE 1.00 X 0 0 0 DAVE A CHOKSHI MD EX-OFFICIO THRU MAR 2022 1.00 X 0 0 0 BARBARA A GREEN EX-OFFICIO 1.00 X 0 0 0 ASHWIN VASAN MD EX-OFFICIO 1.00 X 0 0 0 FREDA K GIMPEL SVP FINANCE & ADMINISTRATION 40.00 X 319334 0 48650 LORI FRANK SVP RESEARCH 40.00 X 218339 0 27791 MIGUEL A PEREZ SVP PUBLIC ENGAGEMENT 40.00 X 293821 0 61944 NANCY CLAYMAN DIRECTOR, DEVELOPMENT 40.00 X 193715 0 25898 STEPHEN W PAUL DIRECTOR, FINANCE 40.00 X 182263 0 42331 PAUL H THEERMAN DIRECTOR, LIBRARY 40.00 X 186255 0 11830 GINA RAVOSA DIRECTOR, COMMUNICATIONS 40.00 X 165882 0 21292 SEJAL GANDHI DIRECTOR EDUCATION & CONFERENCE CENTER 40.00 X 164988 0 22119 LINDA WEISS DIRECTOR, EVALUATION 40.00 X 161906 0 15033 JACQUELINE BONILLA DE MONTERO DIRECTOR, HUMAN RESOURCES 40.00 X 152884 0 36333 2516594 0 344276 19 0 1 0 MINERVA PROTECTION AND RISK SOLUTIONS LL 244 5TH AVE STE C 264 NEW YORK NY 10001 SECURITY 192663 ISAACSON MILLER DEPT 1700 PO BOX 4106 WOBURN MA 018884106 EXECUTIVE SEARCH 157177 COLE NYC LLC 42 W 33RD STREET PH 2D NEW YORK NY 10001 CONSTRUCTION 140630 PACHYDERM CONSULTING 66 WEST 38TH STREET STE 33C NEW YORK NY 10018 INFORMATION TECHNOLOGY 113826 STERLING AFFAIR 100 COMMERCE ROAD CARLSTADT NJ 07072 CATERING SERVICES 108014 5 495016 568969 4653184 35003 5717169 EDUCATION CONFERENCE CENTER FEES 611430 1404975 1348025 56950 MEMBERSHIP DUES & ASSESSMENTS 900099 164800 164800 LIBRARY FEES 541900 52909 52909 1622684 1421116 -541 1421657 226721 226721 419523 0 419523 419523 419523 4590737 2920585 1670152 1670152 -30 1670182 73968 495016 120066 -46098 -46098 COMMISSION INCOME 541990 157558 157558 ADMINISTRATION FEES 900099 78102 78102 REFUNDS 900099 46154 46154 122012 122012 403826 11435093 1565734 56379 4095811 96863 96863 543202 543202 1922348 559993 858120 504235 4844514 3511863 1048114 284537 250383 147713 88779 13891 797114 597739 114657 84718 386750 193375 150832 42543 41667 5094 30633 5940 88115 12565 75550 55896 55896 815852 503248 282630 29974 4008 4008 212334 131243 22381 58710 172928 113422 54840 4666 326667 283124 36334 7209 7229 6299 469 461 162267 127830 6315 28122 683777 624061 44626 15090 168262 168262 REPAIRS & MAINTENANCE 404847 305546 89242 10059 ADMINISTRATION FEES 89158 88970 97 91 RECRUITMENT 64676 14262 39978 10436 SUBSCRIPTIONS 57299 35789 7992 13518 83425 76445 6980 12279581 7982654 3182727 1114200 2273 335885 222679 26000 1553857 1945682 80752 117457 43638 41380 18865243 11875955 7211771 6989288 73909831 56942387 576047 357625 160678 137835 83761526 66893539 807006 686445 456000 397000 122327 108654 1445189 1293633 2830522 2485732 X 48797213 34333909 32133791 30073898 80931004 64407807 83761526 66893539 X -844488 -15655866 -22843 X X 0 1 X 1 0 X 7427886 6022363 6035772 6106933 5717169 31310123 7427886 6022363 6035772 6106933 5717169 31310123 2508252 28801871 1922382 2533063 1853626 2242079 2067901 10619051 374591 321031 228210 71151 403826 1398809 43327983 7140689 0.66470 0.66010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 25,860. 2019 AMOUNT: $ 16,303. 2020 AMOUNT: $ 65,014. 2022 AMOUNT: $ 87,689. COMMISSION INCOME - 2018 AMOUNT: $ 177,506. 2019 AMOUNT: $ 189,242. 2020 AMOUNT: $ 56,115. 2021 AMOUNT: $ 14,929. 2022 AMOUNT: $ 157,558. ADMINISTRATION FEES - 2018 AMOUNT: $ 171,225. 2019 AMOUNT: $ 115,486. 2020 AMOUNT: $ 107,081. 2021 AMOUNT: $ 56,222. 2022 AMOUNT: $ 78,102. REFUNDS - 2022 AMOUNT: $ 46,154. INSURANCE CLAIMS - 2022 AMOUNT: $ 34,323. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 24244318 -2072785 601725 21569808 23383796 1543565 683043 24244318 23041490 5000 1356788 969482 50000 23383796 21821750 7044 2015699 170463 531532 101008 23041490 23481829 8246 -597699 192932 762483 115211 21821750 0.00000 0.53801 0.46199 0 0 284261 284261 14560619 8897211 5663408 1152161 866736 285425 2868202 2112008 756194 6989288 DEFERRED COMPENSATION 1293633 1293633 X -4299512 -15655866 -15655866 11356354 55896 22843 78739 11435093 12223685 0 12223685 55896 55896 12279581 PART III, LINE 1A: THE ACADEMY HAS A COLLECTION OF VARIOUS PURCHASED AND DONATED MATERIALS, INCLUDING BOOKS, MANUSCRIPTS, ARCHIVES, EPHEMERA, AND ARTIFACTS. THIS COLLECTION IS MAINTAINED BY THE ACADEMY UNDER CURATORIAL CARE AND IS HELD FOR RESEARCH, EDUCATION, AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE. IN ACCORDANCE WITH NOT-FOR-PROFIT INDUSTRY PRACTICE, THE COSTS AND VALUES OF THE ITEMS IN THE COLLECTION HAVE NOT BEEN CAPITALIZED AND ARE NOT REPORTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PART III, LINE 4: THE ACADEMY'S ENDOWMENT CONSISTS OF 40 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE FUNDS ARE USED FOR THE SUPPORT OF THE LIBRARY AND HISTORY OF MEDICINE PROGRAMS AND LECTURES, AWARD PROGRAMS IN VARIOUS MEDICAL DISCIPLINES, LECTURES AND SEMINARS IN THE FURTHERANCE OF KNOWLEDGE, STUDY AND RESEARCH BY MEDICAL PROFESSIONALS AS WELL AS THE PUBLIC AT LARGE. IN ADDITION, SOME ENDOWMENT FUND INCOME HAS BEEN DESIGNATED BY DONORS FOR USE IN SUPPORT OF GENERAL OPERATIONS. PART V, LINE 4: THE ACADEMY'S ENDOWMENT CONSISTS OF 40 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE FUNDS ARE USED FOR THE SUPPORT OF THE LIBRARY AND HISTORY OF MEDICINE PROGRAMS AND LECTURES, AWARD PROGRAMS IN VARIOUS MEDICAL DISCIPLINES, LECTURES AND SEMINARS IN THE FURTHERANCE OF KNOWLEDGE, STUDY AND RESEARCH BY MEDICAL PROFESSIONALS AS WELL AS THE PUBLIC AT LARGE. IN ADDITION, SOME ENDOWMENT FUND INCOME HAS BEEN DESIGNATED BY DONORS FOR USE IN SUPPORT OF GENERAL OPERATIONS. PART X, LINE 2: NYAM IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR NYAM, ASC TOPIC 740 IS POTENTIALLY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME ("UBI"), ATTRIBUTABLE TO CERTAIN ALTERNATIVE INVESTMENTS, CONFERENCE CENTER EVENTS AND COMMISSIONS, AND SPONSORSHIP FEES NOT RELATED TO NYAM'S MISSION. NONETHELESS, BECAUSE OF NYAM'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES THAT ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON NYAM'S FINANCIAL STATEMENTS. NYAM IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUST 22,843. ACCESS: HEALTH GALA 568984 495016 73968 40534 2900 76632 568984 495016 73968 40534 2900 76632 120066 -46098 1 FUND FOR PUBLIC HEALTH IN NEW YORK INC 22 CORTLANDT ST - 802 NEW YORK NY 10007 050539199 501(C)(3) 65334 0 DISTRIBUTED RECRUITMENT MATERIALS, ASSISTED IN IMPLEMENTATION OF A SPANISH LANGUAGE PUBLIC DELIBERATION, SERVED AS SMALL GROUP FACILITATORS AND PROVIDED BILINGUAL IT SUPPORT 1 0 AWARDS 10 29570 FELLOWSHIPS 11 377436 HONORARIA 21 20830 STIPENDS 26 98113 SCHOLARSHIPS 1 17253 PART I, LINE 2: AWARDS MADE TO OTHER ORGANIZATIONS ARE MANAGED AS FOLLOWS: A CALL FOR PROPOSAL IS MADE. ONCE PROPOSALS ARE RECEIVED FROM POTENTIAL RECIPIENTS, A COMMITTEE REVIEWS THE PROPOSALS AND MAKES DECISIONS ON WHO WILL BE FUNDED. THE ACADEMY ISSUES AWARD LETTERS WHICH OUTLINE THE TERMS AND CONDITIONS OF THE AWARD (INCLUDING REPORTING REQUIREMENTS - FINANCIAL AND PROGRAMMATIC) AND ASKS THAT THE LETTER BE SIGNED AND RETURNED. SUBCONTRACTS ON FEDERAL GRANTS ARE MONITORED UNDER THE GUIDELINES SET FORTH IN THE UNIFORM GUIDANCE BY THE ORGANIZATION'S DIRECTOR OF GRANTS MANAGEMENT. IN ADDITION, THE DIRECTOR REQUESTS A COPY OF THE SUBCONTRACTORS' REPORTS UNDER THE UNIFORM GUIDANCE, TO MONITOR AUDIT FINDINGS AS WELL AS THE SCHEDULE OF EXPENDITURES FOR REPORTING OF PASS-THROUGH FEDERAL FUNDING IT RECEIVED FROM THE ACADEMY. FUNDS ARE AWARDED TO OTHER ENTITIES ACCORDING TO VARYING CIRCUMSTANCES WITH DIFFERING MONITORING/ACCOUNTABILITY PROCEDURES, AS LISTED BELOW: 1) INDIVIDUAL CONSULTANTS ARE PAID BASED ON TIMESHEETS SUBMITTED THAT INDICATE WORK COMPLETED DURING THE TIME PERIOD; 2) SERVICES (E.G., TRANSLATION AND TRANSCRIPTION) ARE INVOICED WHEN THE SERVICE HAS BEEN COMPLETED, AND 3) CONTRACTS WITH COMMUNITY BASED ORGANIZATIONS INCLUDE A SCOPE OF WORK. PAYMENT IS MADE WHEN THE SCOPE IS COMPLETE PRODUCT IS SUBMITTED TO US. AWARDS MADE TO INDIVIDUALS: FELLOWSHIP AND GRANT RECIPIENTS ARE REQUIRED TO SUBMIT PROGRESS REPORTS, AND GRANT RECIPIENTS ALSO PRESENT THEIR RESEARCH IN PERSON AT THE CONCLUSION OF THEIR WORK. X X X 0 0 0 0 0 0 0 0 0 JUDITH A SALERNO MD PRESIDENT THRU SEP 2022 476280 0 0 0 927 0 28362 0 2693 0 508262 0 0 0 FREDA K GIMPEL SVP FINANCE & ADMINISTRATION 318572 0 0 0 762 0 34325 0 14325 0 367984 0 0 0 MIGUEL A PEREZ SVP PUBLIC ENGAGEMENT 293563 0 0 0 258 0 33972 0 27972 0 355765 0 0 0 LORI FRANK SVP RESEARCH 218135 0 0 0 204 0 26811 0 980 0 246130 0 0 0 STEPHEN W PAUL DIRECTOR, FINANCE 181867 0 0 0 396 0 9900 0 32431 0 224594 0 0 0 NANCY CLAYMAN DIRECTOR, DEVELOPMENT 172453 0 0 0 21262 0 9217 0 16681 0 219613 0 0 0 PAUL H THEERMAN DIRECTOR, LIBRARY 185019 0 0 0 1236 0 9290 0 2540 0 198085 0 0 0 JACQUELINE BONILLA DE MONTERO DIRECTOR, HUMAN RESOURCES 152746 0 0 0 138 0 5100 0 31233 0 189217 0 0 0 GINA RAVOSA DIRECTOR, COMMUNICATIONS 165624 0 0 0 258 0 8515 0 12777 0 187174 0 0 0 SEJAL GANDHI DIRECTOR EDUCATION & CONFERENCE CENTER 164850 0 0 0 138 0 8500 0 13619 0 187107 0 0 0 LINDA WEISS DIRECTOR, EVALUATION 159958 0 0 0 1948 0 8253 0 6780 0 176939 0 0 0 X 2 35003 SALES PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY HAS THREE CLASSES OF FELLOWS (MEMBERS); RESIDENT, NON-RESIDENT AND HONORARY. ALL CLASSES OF FELLOWS ARE VOTING MEMBERS. THE BOARD OF TRUSTEES MAY FROM TIME TO TIME ELECT HONORARY FELLOWS TO BE TRUSTEES OR OFFICERS OF THE ACADEMY. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE ACADEMY'S BY-LAWS THERE IS AN ANNUAL MEETING OF THE FELLOWS (MEMBERS) HELD ON SUCH DAY AS THE CHAIRMAN SHALL DESIGNATE FOR THE ELECTION OF TRUSTEES AND THE TRANSACTION OF OTHER BUSINESS. A PROXY STATEMENT IS SENT TO ALL FELLOWS PRIOR TO THEIR VOTE ON A SLATE OF PROPOSED NOMINEES FOR THE BOARD OF TRUSTEES. THIS NOTICE MUST STATE THE PLACE, DATE, AND HOUR OF THE ANNUAL MEETING SHALL BE GIVEN TO EACH VOTING FELLOW NOT LESS THAN TWENTY-ONE NOR MORE THAN FIFTY DAYS BEFORE THE DATE OF THE MEETING. SUCH NOTICE SHALL BE GIVEN IN WRITING, IN PERSON OR BY FIRST CLASS MAIL, ADDRESSED TO EACH VOTING FELLOW AT HIS OR HER ADDRESS AS IT APPEARS ON THE RECORDS OF THE ACADEMY, OR IF A VOTING FELLOW SHALL HAVE FILED WITH THE SECRETARY A WRITTEN REQUEST THAT NOTICES BE MAILED TO SOME OTHER ADDRESS, THEN TO SUCH ADDRESS. NOTICE BY MAIL SHALL BE DEEMED TO BE GIVEN WHEN DEPOSITED IN THE UNITED STATES MAIL, WITH POSTAGE PREPAID. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE ACADEMY'S BY-LAWS, AMENDMENT OR REPEAL OF THE BY-LAWS IS SUBJECT TO APPROVAL BY THREE-FOURTHS OF THE VOTES CAST AT ANY ANNUAL OR SPECIAL MEETING OF THE VOTING FELLOWS IN PERSON OR BY PROXY. FORM 990, PART VI, SECTION B, LINE 11B THE NEW YORK ACADEMY OF MEDICINE HAS ITS FORM 990 PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND THEN THE AUDIT COMMITTEE OF THE BOARD WHO REVIEWS AND APPROVES IT SUBJECT TO DISTRIBUTION OF THE DRAFT TO THE FULL BOARD FOR REVIEW AND COMMENT. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE INDEPENDENT ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL TRUSTEES AND KEY EMPLOYEES, WHICH IT ANNUALLY MONITORS AND ENFORCES. THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION HAS RESPONSIBILITY FOR THE OVERSIGHT AND DISTRIBUTION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. A QUESTIONNAIRE IS DISTRIBUTED TO AND COMPLETED ANNUALLY BY ALL TRUSTEES AND KEY EMPLOYEES IN ORDER TO ENSURE COMPLIANCE WITH THE POLICY. TRUSTEES MUST SUBMIT THE COMPLETED FORMS TO THE OFFICE OF BOARD AND FELLOWSHIP AFFAIRS. KEY EMPLOYEES MUST SUBMIT THE COMPLETED FORMS TO THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS THE COMPLETED FORMS AND PRESENTS THEM TO THE CHAIR OF THE AUDIT COMMITTEE. CONFLICTS OF INTEREST ARE DISCUSSED AT THE AUDIT COMMITTEE AND THE MINUTES DOCUMENT THE DISCUSSION AND PROPOSED RESOLUTION TO BE REPORTED TO THE EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST EXISTS: - THE MAJORITY OF THE EXECUTIVE COMMITTEE MUST AGREE THAT THE RELATED PARTY TRANSACTION IS FAIR, REASONABLE AND IN NYAM'S BEST INTEREST AT THE TIME OF THE DETERMINATION, THAT USING AN ALTERNATIVE IS NOT TO NYAM'S BENEFIT AND THAT THE MATERIAL FACTS OF THE TRANSACTION ARE DISCLOSED IN ADVANCE; - THE DELIBERATIONS, INCLUDING DISCUSSION OF ALTERNATIVES, ARE DOCUMENTED IN THE MINUTES AND REPORTED TO THE BOARD OF TRUSTEES; - THE RELATED PARTY MAY NOT BE IN THE ROOM FOR THE DISCUSSION; AND - ANY TRUSTEE WHO WILL BENEFIT, DIRECTLY OR INDIRECTLY FROM A TRANSACTION IS NOT BE ELIGIBLE TO VOTE ON ANY ISSUE REGARDING THAT TRANSACTION AND SHALL NOT BE COUNTED TOWARD A QUORUM FOR SUCH A VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD'S EXECUTIVE COMMITTEE/ COMPENSATION COMMITTEE REVIEWS MARKET COMPENSATION, INCLUDING FORM 990S OF SIMILAR SIZES ORGANIZATIONS AND APPROVES THE PRESIDENT'S COMPENSATION. THE BOARD'S EXECUTIVE COMMITTEE CONSIDERATION OF THIS MATTER IS ALSO DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE BY-LAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO CONTRIBUTORS, SPONSORS, FINANCIAL INSTITUTIONS AND OTHER MEMBERS OF THE PUBLIC ARE ON THE ACADEMY'S WEBSITE ALONG WITH THE FORM 990 FEDERAL TAX RETURN AND THE ACADEMY'S ANNUAL REPORT. THE ANNUAL REPORT CONTAINS CONDENSED FINANCIAL INFORMATION AND IS AVAILABLE TO THE PUBLIC THROUGH THE ACADEMY'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST -22,843. FORM 990, PART XII, LINE 2C: NEW YORK ACADEMY OF MEDICINE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT AUDITOR. THE PROCESS FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR.