2023-08-02T15:43:57-05:00 2022-12-31 133539062 MAIER MARKEY & JUSTIC LLP 2 LYON PLACE WHITE PLAINS NY 10601 990 2022-01-01 200738248 WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WEST 9144938208 325 CEDARWOOD HALL VALHALLA NY 10595 MARIANNE VENTRICE CFO & ADMINISTRATIVE OFFICER 9145926484 2023-08-02 1 MARIANNE VENTRICE 999009999 0 KRIS KRINGAS P00747134 9146449200 2023-08-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN FOX PHD 325 CEDARWOOD HALL VALHALLA NY 10595 26225314 0 X WWW.WIHD.ORG X 2004 NY WIHD ADDRESSES MAJOR SOCIAL & HEALTH ISSUES AFFECTING PEOPLE WITH DISABILITIES & VULNERABLE CHILDREN. WIHD PROVIDES CLINICAL & SUPPORT SERVICES TO INDIVIDUALS, FAMILIES & CAREGIVERS 13 13 311 20 0 0 7625286 6422260 17804005 18145839 392709 347472 1447 58800 25823447 24974371 0 0 0 0 16756274 16221646 0 0 201468 6140275 6147604 22896549 22369250 2926898 2605121 16841739 21199954 4833215 7676611 12008524 13523343 X THE WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT (WIHD) CREATES BETTER FUTURES FOR PEOPLE WITH DISABILITIES, FOR VULNERABLE CHILDREN, AND FOR THEIR FAMILIES AND CAREGIVERS. WIHD ACCOMPLISHES ITS MISSION THROUGH PROFESSIONAL EDUCATION, INNOVATIVE SERVICES AND SUPPORTS, COMMUNITY TRAINING AND TECHNICAL ASSISTANCE AND RESEARCH AND INFORMATION DISSEMINATION. WIHD ENVISIONS A FUTURE IN WHICH PEOPLE WITH DISABILITIES AND VULNERABLE CHILDREN LIVE HEALTHY AND PRODUCTIVE LIVES AS FULL MEMBERS OF SOCIETY. 0 0 4145868 4303796 WIHD OPERATES SEVERAL INNOVATIVE COMMUNITY SERVICE PROGRAMS THROUGH CONTRACTS WITH THE WESTCHESTER COUNTY OF SOCIAL SERVICES. THESE INCLUDE A CHILDREN'S ADVOCACY CENTER PROVIDING FORENSIC PEDIATRIC COUNSELING AND VICTIM SUPPORT SERVICES FOR CHILDREN WHO HAVE BEEN PHYSICALLY AND / OR SEXUALLY ABUSED; A PREVENTATIVE PROGRAM FOR FAMILIES WHOSE CHILDREN ARE AT RISK OF PLACEMENT IN FOSTER CARE WHERE ONE OR BOTH PARENTS HAS A DEVELOPMENTAL DISABILITY; AN EDUCATIONAL CARE COORDINATION PROGRAM FOR CHILDREN IN FOSTER CARE; COMPREHENSIVE EVALUATIONS FOR CHILDREN AGE THREE OR OLDER WHO ARE INVOLVED WITH PREVENTATIVE SERVICES OR WHO ARE IN FAMILY FOSTER CARE; AFTER CARE SERVICES FOR UP TO TWO YEARS TO FAMILIES WHOSE CHILDREN ARE EXITING FOSTER CARE AND MEDICAL MANAGEMENT AND COMPREHENSIVE MEDICAL SERVICES TO CHILDREN IN FAMILY FOSTER CARE. 3336769 3108261 WIHD IS LICENSED UNDER ARTICLE 28 OF THE NEW YORK PUBLIC HEALTH LAW TO OPERATE A DIAGNOSTIC AND TREATMENT CENTER PROVIDING COMPREHENSIVE HEALTH CARE AND RELATED SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL AND OTHER LONG-TERM DISABILITIES. THESE SERVICES ARE PRIMARY AND SPECIALTY HEALTH CARE (INCLUDING ADULT NEUROLOGY, PSYCHIATRY, BEHAVIORAL PSYCHOLOGY, DERMATOLOGY, GASTROENTEROLOGY, PHYSIATRY, UROLOGY, NUTRITION, OCCUPATIONAL THERAPY, CARDIOLOGY, PODIATRY, GYNECOLOGY, ENDOCRINOLOGY & OPHTHALMOLOGY). 2607411 2624791 WIHD IS LICENSED UNDER ARTICLE 28 OF THE NEW YORK PUBLIC HEALTH LAW TO OPERATE A DIAGNOSTIC AND TREATMENT CENTER PROVIDING COMPREHENSIVE HEALTH CARE AND RELATED SERVICES FOR ADULTS WITH DEVELOPMENTAL AND OTHER LONG-TERM DISABILITIES. THESE SERVICES ARE REHABILITATION AND SPEECH / LANGUAGE, AND AUDIOLOGY. 9561317 8184340 9561317 8184340 19651365 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 311 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MARIANNE VENTRICE 9144938208 325 CEDARWOOD HALL VALHALLA NY 10595 VERA HALPENNY CHAIR 4.00 X X 0 0 0 MONICA SGANGA VICE CHAIR/SECRETARY 2.00 X X 0 0 0 FERN JUSTER MD TREASURER 2.00 X X 0 0 0 HELEN BUHLER BOARD MEMBER 2.00 X 0 0 0 CATHERINE S FUNK BOARD MEMBER 2.00 X 0 0 0 WALTER FOWLER BOARD MEMBER 2.00 X 0 0 0 ANNE GILMARTIN BOARD MEMBER 2.00 X 0 0 0 TRACI F GARDNER MD BOARD MEMBER 2.00 X 0 0 0 JASMINE HERNANDEZ-LAKIC BOARD MEMBER 2.00 X 0 0 0 AARON VELEZ BOARD MEMBER 2.00 X 0 0 0 FRANCES A RAO BOARD MEMBER 2.00 X 0 0 0 JENNIFER CHAN MD BOARD MEMBER 2.00 X 0 0 0 MARIE HOUSTON BOARD MEMBER 2.00 X 0 0 0 JEAN LUCASEY BOARD MEMBER 2.00 X 0 0 0 BARBARA KESTENBAUM BOARD MEMBER 2.00 X 0 0 0 SUSAN FOX PHD PRESIDENT & CEO 35.00 X 303328 0 40062 MARIANNE VENTRICE CHEIF FINANCIAL OFFICER & ADMIN 35.00 X 209545 0 20246 PATRICIA PATRICK CHIEF ACADEMIC OFFICER AND 35.00 X 160000 0 17667 JOSEPH CARBONE PSYCHIATRIST/NEUROLOGIST 35.00 X 207369 0 34388 ROBERT GRAMBAU MD PSYCHIATRIST 35.00 X 207630 0 19917 BALDEV SINGH MD NEUROLOGIST 35.00 X 209857 0 19937 CHRISTOPHER PALMEIRO ENDOCRINOLOGIST 35.00 X 224334 0 35095 CARLA DIXON PSYCHIATRIST 35.00 X 262277 0 31042 JENNIFER CANTER MD ATTENDING PHYSICIAN 35.00 X 189656 0 19764 1973996 0 238118 26 0 1 0 ANATOMY IT INC 10 NEW KING ST SUITE 215 WHITE PLAINS NY 10604 COMPUTER SERVICES 446089 MAIER MARKEY & JUSTIC 2 LYON PLACE WHITE PLAINS NY 10601 ACCOUNTING SERVICES 364955 CURE MD INC 55 BROAD STREET 9TH FLOOR NEW YORK NY 10004 BILLING FEES & SOFTWARE 260646 CCLEAN INC 69 FENIMORE ROAD HARRISON NY 10528 CLEANING 248083 4 137475 5164167 1120618 4930 6422260 CONTRACTED SERVICES 624100 10985265 10985265 SERVICE REVENUE 624100 7160574 7160574 18145839 95225 95225 1467766 1215519 252247 252247 252247 18875 137475 35424 -16549 -16549 OTHER INCOME 75349 75349 75349 24974371 18221188 0 330923 969102 440660 528442 12759798 11932343 752855 74600 262695 254044 5275 3376 1239208 1152197 72206 14805 990843 910314 68992 11537 22585 3174 19411 427111 427111 30140 30140 110947 100793 7755 2399 74908 51250 13415 10243 667048 618936 39196 8916 2357328 2234653 93112 29563 35404 34867 486 51 453 453 305377 254712 49702 963 379122 363465 15657 CONTRACT SERVICES 768760 453355 308041 7364 MEDICAL BILLING SERVICE 240766 240766 MEDICAL SUPPLIES 204747 203406 1341 HEARING AIDS 179897 179897 343011 222533 82827 37651 22369250 19651365 2516417 201468 5635518 3519989 1070899 2578835 1607379 1181101 2797739 3744568 224178 230973 5757865 4940417 834231 817448 4624795 3848830 47000 5278210 16841739 21199954 1668533 1472240 3164682 938307 0 5266064 4833215 7676611 X 11585422 12843107 423102 680236 12008524 13523343 16841739 21199954 2605121 -1090302 0 X 0 1 X 1 1 1 X 3138100 2861224 4177306 7625286 6422260 24224176 3138100 2861224 4177306 7625286 6422260 24224176 201226 24022950 123436 99101 99544 109061 95225 526367 323349 310290 858 1844 75349 711690 25462233 90039164 0.94350 0.93430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 723696 477084 246612 4626256 4192094 434162 407913 271239 136674 817448 OPERATING LEASE RIGHT-OF-USE 5231374 FINANCE LEASE RIGHT-OF-USE 34502 OTHER RECEIVABLE 12334 5278210 CURRENT OPERATING LEASE LIABILITY 2309009 CURRENT FINANCE LEASE LIABILITY 14759 OPERATING LEASE LIABILITY 2922365 FINANCE LEASE LIABILITY 19931 5266064 X 23889353 -1090302 -1090302 24979655 30140 -35424 -5284 24974371 22374534 0 22374534 30140 -35424 -5284 22369250 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. AS A NOT-FOR-PROFIT ENTITY, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, THE ORGANIZATION APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XI LINE 4B & PART XII LINE 4B DIRECT FUNDRAISING EXPENSES IN THE AMOUNT OF $35,424 ARE INCLUDED IN THE STATEMENT OF FUNCTIONAL EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. IN ACCORDANCE WITH THE INSTRUCTIONS FOR FORM 990, PART VIII, LINE 8B, THESE EXPENSES ARE REPORTED AS A REDUCTION OF GROSS REVENUE FROM FUNDRAISING EVENTS ON LINE 8B. SPRING GALA 156350 137475 18875 21356 14068 156350 137475 18875 21356 14068 35424 -16549 X X X 0 0 0 0 0 0 0 0 0 SUSAN FOX PHD PRESIDENT & CEO 303328 0 0 0 0 0 9646 0 30416 0 343390 0 0 0 CARLA DIXON PSYCHIATRIST 262277 0 0 0 0 0 8100 0 22942 0 293319 0 0 0 CHRISTOPHER PALMEIRO ENDOCRINOLOGIST 224334 0 0 0 0 0 6923 0 28172 0 259429 0 0 0 JOSEPH CARBONE PSYCHIATRIST/NEUROLOGIST 207369 0 0 0 0 0 6450 0 27938 0 241757 0 0 0 BALDEV SINGH MD NEUROLOGIST 209857 0 0 0 0 0 6296 0 13641 0 229794 0 0 0 MARIANNE VENTRICE CHEIF FINANCIAL OFFICER & ADMIN 209545 0 0 0 0 0 6388 0 13858 0 229791 0 0 0 ROBERT GRAMBAU MD PSYCHIATRIST 207630 0 0 0 0 0 6236 0 13681 0 227547 0 0 0 JENNIFER CANTER MD ATTENDING PHYSICIAN 189656 0 0 0 0 0 5794 0 13970 0 209420 0 0 0 PATRICIA PATRICK CHIEF ACADEMIC OFFICER AND 160000 0 0 0 0 0 4800 0 12867 0 177667 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: FORM 990 IS REVIEWED BY MANAGEMENT WITH THE FINANCE COMMITTEE. AFTER REVIEW AT THE COMMITTEE LEVEL, THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BOARD AND THE FINANCE COMMITTEE RECOMMENDS APPROVAL OF THE FORM 990 BY THE FULL GOVERNING BOARD. THE FORM 990 IS FILED AFTER RECEIVING THE APPROVAL OF THE FULL GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C POLICY TO MONITOR & ENFORCE WRITTEN CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED BY THE MEMBERS OF THE BOARD AT BOARD MEETINGS. UPON APPROVAL, EACH BOARD MEMBER SIGNS A WRITTEN DISCLOSURE RELATED TO THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 POLICY TO DETERMINE COMPENSATION: AN INDEPENDENT CONSULTANT WAS ENGAGED TO PROVIDE COMPARABLE DATA AND ANALYSIS FOR THE OFFICERS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION REGARDING THE COMPENSATION WAS DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION AVAILABLE TO PUBLIC: FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. INFORMATION ABOUT THE BOARD MEMBERS AND BOARD ACTIVITIES ARE DISCLOSED ON THE WEB SITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT AVAILABLE TO THE PUBLIC.