2024-05-07T10:12:10-05:00 2023-06-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-07-01 135564937 JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES INC JEWI 2125829100 463 7TH AVE 18TH FLOOR NEW YORK NY 10018 EVAN ZUCKERMAN CFO 2125829100 2024-04-23 1 EVAN ZUCKERMAN 999009999 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-04-23 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z EVAN ZUCKERMAN 463 7TH AVE 18TH FLOOR NEW YORK NY 10018 275133988 0 X THEJEWISHBOARD.ORG X 1921 NY FOR 150 YEARS, THE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES, INC. ("THE JEWISH BOARD") HAS BEEN HELPING NEW YORKERS REALIZE THEIR POTENTIAL AND LIVE AS INDEPENDENTLY AS POSSIBLE. WE PROMOTE RESILIENCE AND RECOVERY BY ADDRESSING ALL ASPECTS OF AN INDIVIDUAL'S LIFE INCLUDING BEHAVIORAL AND PHYSICAL HEALTH, FAMILY, HOUSING, EMPLOYMENT AND EDUCATION. ACROSS THE FIVE BOROUGHS AND IN WESTCHESTER, WE SERVE MORE THAN 45,000 NEW YORKERS EACH YEAR FROM ALL RELIGIOUS, ETHNIC AND SOCIOECONOMIC BACKGROUNDS. THE JEWISH BOARD IS ONE OF THE LARGEST NON-PROFIT HUMAN SERVICES PROVIDER IN THE STATE OF NEW YORK, AND ONE OF THE LARGEST IN THE NATION. 55 55 2674 870 0 0 104974876 115016452 118997658 115973122 7788465 1307379 525952 1072140 232286951 233369093 15576163 16373643 0 0 156707610 157191609 0 0 3059562 58533336 57292525 230817109 230857777 1469842 2511316 266275823 263046447 152013293 139910730 114262530 123135717 X HOPE, RECOVERY AND RESILIENCE GUIDE OUR WORK, AS WE HELP INDIVIDUALS REALIZE THEIR POTENTIAL AND LIVE AS INDEPENDENTLY AS POSSIBLE. 0 0 53331199 16373643 43920645 COMMUNITY BEHAVIORAL HEALTH SERVICES:THE JEWISH BOARD'S COMMUNITY BEHAVIORAL HEALTH SERVICES DIVISION PROVIDES 14 MENTAL HEALTH CLINICS AND NUMEROUS SATELLITE LOCATIONS ACROSS THE FIVE BOROUGHS THAT SUPPORT 15,000 PEOPLE A YEAR WITH COUNSELING SERVICES, BOTH IN PERSON AND VIA TELEHEALTH. WE ALSO OPERATE COMMUNITY BEHAVIORAL HEALTH HUBS IN BROOKLYN, STATEN ISLAND, AND THE BRONX THAT PROVIDE "ONE-STOP" MENTAL HEALTH SERVICES, AND FOR ADULTS WITH PERSISTENT MENTAL ILLNESS, WE OFFER DAY TREATMENT PROGRAMS WITH COUNSELING, VOCATIONAL SUPPORT, AND SOCIAL ENGAGEMENT. OUR CARE COORDINATION SERVICES ENSURE CLIENTS ARE ABLE TO ACCESS ALL OF THE BENEFITS THEY NEED TO PROMOTE HEALTH AND WELLNESS. 50178270 13588931 ADULT AND FAMILY RESIDENTIAL SERVICES:OUR ADULT AND FAMILY RESIDENTIAL SERVICES DIVISION OFFERS SAFE AND SECURE HOUSING FOR 1,200 ADULTS LIVING WITH MENTAL ILLNESS, EMPOWERING THEM TO LIVE IN THE COMMUNITY WITH AS MUCH INDEPENDENCE AS POSSIBLE, AND OUR FOUR DOMESTIC VIOLENCE SHELTERS PROVIDE A WELCOMING ENVIRONMENT WHERE SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN CAN BEGIN TO MAKE THE TRANSITION TO A NEW, INDEPENDENT LIFE. 44770480 24204305 YOUTH AND FAMILY SERVICES: THE JEWISH BOARD'S YOUTH AND FAMILY SERVICES DIVISION OFFERS A CONTINUUM OF MENTAL HEALTH AND FOSTER CARE SERVICES TO YOUTH FROM EARLY CHILDHOOD TO OLDER ADOLESCENTS AND YOUNG ADULTS, AND THEIR FAMILIES, IN SCHOOL, HOME, AND COMMUNITY RESIDENCE SETTINGS. WE SERVE AROUND 900 FAMILIES IN THEIR HOMES WITH PREVENTION SERVICES, OPERATE 6 RESIDENTIAL PROGRAMS ACROSS THE FIVE BOROUGHS, AND ARE EXPANDING OUR ASSERTIVE COMMUNITY TREATMENT PROGRAMS FOR YOUNG ADULTS TO SERVE THREE BOROUGH. 42144160 35217768 JEWISH SERVICES:OUR JEWISH SERVICES DIVISION OFFERS SUPPORT TO VULNERABLE INDIVIDUALSAND FAMILIES OF ALL DENOMINATIONS OF THE JEWISH FAITH AND THROUGHPARTNERSHIPS WITH LOCAL SYNAGOGUES. WE HELP JEWISH PEOPLE ACROSS NEWYORK CITY THROUGH MENTAL HEALTH PROGRAMS THAT COMBINE THE RICHNESS OFJEWISH TRADITIONS WITH SOCIAL WORK PRACTICES, DOMESTIC VIOLENCESERVICES, BEREAVEMENT COUNSELING AND SUPPORT, ADDICTION AND RECOVERYSUPPORT, AND MORE. IN ADDITION, ABOUT 128 INDIVIDUALS WITH INTELLECTUALAND DEVELOPMENTAL DISABILITIES RECEIVE SUPPORT FROM US IN KOSHER RESIDENTIAL AND COMMUNITY SETTINGS. 42144160 35217768 190424109 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 526 0 1 2674 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 55 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X EVAN ZUCKERMAN CFO 2125829100 463 7TH AVE 18TH FLOOR NEW YORK NY 10018 ABIGAIL SOLOMON BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 ADAM USDAN BOARD MEMBER 1.00 X 0 0 0 ALEXANDER GITOMER BOARD MEMBER 1.00 X 0 0 0 ALICE TISCH CHAIR 3.00 X X 0 0 0 ANDREW ELY BOARD MEMBER 1.00 X 0 0 0 ANDREW LEVINE M BOARD MEMBER 1.00 X 0 0 0 ANTHONY MANN CHAIR 3.00 X X 0 0 0 ARTHUR LEONARD BOARD MEMBER 1.00 X 0 0 0 AUDREY SPIEGEL BOARD MEMBER 1.00 X 0 0 0 BETH ANISMAN VICE PRESIDENT 2.00 X X 0 0 0 BRADFORD PECK BOARD MEMBER 1.00 X 0 0 0 CURITS S LANE BOARD MEMBER 1.00 X 0 0 0 DANIEL LEFFELL BOARD MEMBER 1.00 X 0 0 0 DAVID EDELSON CHAIR 3.00 X X 0 0 0 DAVID EVERETT VICE PRESIDENT 2.00 X X 0 0 0 DOUGLAS HEITNER BOARD MEMBER 1.00 X 0 0 0 EMILY LEVY BOARD MEMBER 1.00 X 0 0 0 EMILY STEINMAN SECRETARY 2.00 X X 0 0 0 ERICA SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 FRANCES LEVY BOARD MEMBER 1.00 X 0 0 0 FRED YERMAN HONORARY PRESIDENT 1.00 X 0 0 0 HARRIET GRUBER BOARD MEMBER 1.00 X 0 0 0 HENRY FEUERSTEIN BOARD MEMBER 1.00 X 0 0 0 IRA SCHUMAN BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 JAMIE STECHER PRESIDENT 2.00 X X 0 0 0 JANET GINSBERG BOARD MEMBER 1.00 X 0 0 0 JEFFREY SABER TREASURER 2.00 X X 0 0 0 JENNIFER GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JENNY LYSS VICE PRESIDENT 2.00 X X 0 0 0 JILL WEISS BOARD MEMBER 1.00 X 0 0 0 JODI SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 JOHN A HERRMANN CHAIR 3.00 X X 0 0 0 JULIA ARNSTEN BOARD MEMBER 1.00 X 0 0 0 JULIA PINNOVER KUPIEC BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 KAREN S KASNER BOARD MEMBER 1.00 X 0 0 0 KATHLEEN PIKE BOARD MEMBER 1.00 X 0 0 0 KEITH STEIN BOARD MEMBER 1.00 X 0 0 0 LAURIE LINDENBAUM BOARD MEMBER 1.00 X 0 0 0 LAURIE SPRAYREGEN VICE PRESIDENT 2.00 X X 0 0 0 LESLIE MAY BLAUNER BOARD MEMBER 1.00 X 0 0 0 LORING PRATT BOARD MEMBER 1.00 X 0 0 0 LOUSIA CHAFEE BOARD MEMBER 1.00 X 0 0 0 LYNN KROLL VICE PRESIDENT 2.00 X X 0 0 0 MARGOT PINTO BOARD MEMBER 1.00 X 0 0 0 MARK BURSTEIN BOARD MEMBER 1.00 X 0 0 0 MARK RACHESKY BOARD MEMBER 1.00 X 0 0 0 MAX D JAWER BOARD MEMBER 1.00 X 0 0 0 MICHAEL EPSTEIN VICE PRESIDENT 2.00 X X 0 0 0 MICHELE PHILIP BOARD MEMBER 1.00 X 0 0 0 RANMALI BOPITIYA BOARD MEMBER 1.00 X 0 0 0 RODRIGO OLIVARES BOARD MEMBER 1.00 X 0 0 0 SETH BERGSTEIN TREASURER 2.00 X X 0 0 0 SHELLEY ERLICH HOLM BOARD MEMBER 1.00 X 0 0 0 SHERI GELLMAN BOARD MEMBER 1.00 X 0 0 0 STACY S KUHN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BERNHEIM VICE PRESIDENT 1.00 X X 0 0 0 STEVEN FASMAN VICE PRESIDENT 2.00 X X 0 0 0 SUSAN BRAM BOARD MEMBER 1.00 X 0 0 0 JEFFREY BRENNER CHIEF EXECUTIVE OFFICER 35.00 X 449400 0 38721 JOHN KASTAN CHIEF SALES OFFICER 35.00 X 368250 0 47797 RONALD ACKER CHIEF FINANCIAL OFFICER 35.00 X 379113 0 83026 ESTHER GOTTLIEB EXECUTIVE PROGRAM DIR. (OUTGOING) 35.00 X 199404 0 43402 HELENE ANN LAUFFER EXECUTIVE PROGRAM DIRECTOR 35.00 X 310186 0 9316 NATALEE HILL CHIEF ADMINISTRATION OFFICER 35.00 X 162384 0 20848 REBECCA WULF EXECUTIVE PROGRAM DIRECTOR 35.00 X 371066 0 57710 UDAY MADASU CHIEF INFORMATION OFFICER (OUTGOING) 35.00 X 307329 0 71903 CARMELA FRIDMAN SENIOR PSYCHIATRIST 35.00 X 265290 0 51176 ELLEN JOSEM CHIEF LEGAL OFFICER 35.00 X 337135 0 237014 MYRIAME JOSEPH PSYCHIATRIST 35.00 X 310727 0 22441 NED D GUSICK CHIEF MARKETING & COMM. OFFICER 35.00 X 224335 0 40999 YANA SEROBYAN PSYCHIATRIST 35.00 X 318418 0 44664 4003037 0 769017 180 0 1 0 IPC NEW YORK 79 ESSEX ST NEW YORK NY 10002 EDUCATIONAL SERVICES 3073403 NETSMART TECHNOLOGIES 1 PENNSYLVANIA PLAZA 1700 NEW YORK NY 10119 HEALTHCARE IT SERVICES 1326986 UNITED STAFFING SOLUTIONS 1385 BROADWAY NEW YORK NY 10018 STAFFING SERVICES 1080483 RAND PALMER 104 AUDREY COURT STROUDSBURG PA 18360 HR CONSULTING SERVICES 214112 CRANSTON DARRIS 300 CATHEDRAL PKYW 16H NEW YORK NY 10026 TRAINING SERVICES 212993 5 6447120 872103 103566975 4130254 63994 115016452 COMMUNITY BEHAVIORAL HEALTH 624100 43920645 43920645 JEWISH SERVICES 624100 34244005 34244005 YOUTH AND FAMILY SERVICES 624100 24204305 24204305 ADULT AND FAMILY RESIDENTIAL 624100 13588931 13588931 ADMINISTRATION/PHILANTHROPY 624100 15236 15236 115973122 2433792 2433792 58530 0 58530 58530 58530 40466977 41589631 3759 -1122654 -3759 -1126413 -3759 -1122654 105600 872103 171505 -65905 -65905 INSURANCE AND OTHER SETTLEMENTS 624100 517647 517647 UNION FREE SCHOOL DISTRICT 624100 440179 440179 CELL TOWER INCOME 624100 117229 117229 4460 4460 1079515 233369093 116931649 0 1420992 16373643 16373643 2874664 2874664 116827767 100891747 14229096 1706924 4156414 3648955 460378 47081 22969614 19820969 2892901 255744 10363150 8857445 1391420 114285 1109900 1109900 105000 105000 457001 457001 9864391 5520408 4270625 73358 2651442 1816336 818859 16247 5326021 2704238 2586519 35264 14594194 13472887 1121307 254522 198506 50414 5602 730318 248946 227762 253610 2507978 842872 1665106 4612352 3094937 1517374 41 6243765 5633735 577263 32767 REPAIRS AND MAINTENANCE 2183961 2114896 69065 SUPPLIES 2010787 1906709 69853 34225 RECRUITING 959148 91761 464142 403245 BAD DEBT 958095 958095 2723650 2122024 520457 81169 230857777 190424109 37374106 3059562 4639038 4869323 652716 402195 1652118 1824680 59087213 57251473 1168453 1169317 167381471 105260345 60777303 62121126 76649775 69426279 20243521 20154318 41405686 45827736 266275823 263046447 18545317 18470744 6175468 7136724 188241 108971 28582994 26784870 34000000 18000000 64521273 69409421 152013293 139910730 X 98023274 101860767 16239256 21274950 114262530 123135717 266275823 263046447 X 2511316 5877514 484357 X X 0 1 X 1 1 1 X 89220826 88081547 84793629 104974876 115016452 482087330 89220826 88081547 84793629 104974876 115016452 482087330 482087330 2907388 2666804 1858186 2897174 2492322 12821874 400814 282265 492770 637467 1185115 2998431 497907635 639544664 0.96820 0.96750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2018 AMOUNT: $ 36. 2020 AMOUNT: $ 1,140. 2022 AMOUNT: $ 4,460. FUNDRAISING REVENUE - 2018 AMOUNT: $ 51,500. 2021 AMOUNT: $ 24,420. 2022 AMOUNT: $ 105,600. INSURANCE AND OTHER SETTLEMENTS - 2018 AMOUNT: $ 160,078. 2019 AMOUNT: $ 208,000. 2020 AMOUNT: $ 129,344. 2021 AMOUNT: $ 468,591. 2022 AMOUNT: $ 517,647. SUNDRY AND PUBLICATIONS - 2018 AMOUNT: $ 124,210. 2019 AMOUNT: $ 28,428. 2020 AMOUNT: $ 11,342. 2021 AMOUNT: $ 12,463. DISABILITY REIMBURSEMENT - 2018 AMOUNT: $ 64,990. 2019 AMOUNT: $ 45,837. CELL TOWER INCOME - 2020 AMOUNT: $ 177,011. 2021 AMOUNT: $ 131,993. 2022 AMOUNT: $ 117,229. UBIT REFUND - 2020 AMOUNT: $ 173,933. UNION FREE SCHOOL DISTRICT - 2022 AMOUNT: $ 440,179. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 105000 0 0 105000 0 PART II-B, LINE 1: THE ORGANIZATION HAS A PUBLIC AFFAIRS STAFF. THIS GROUP ADVOCATES WITH LEGISLATORS AT THE FEDERAL, NEW YORK STATE AND NEW YORK CITY LEVELS ON BEHALF OF THE GOVERNMENTAL FUNDING THE ORGANIZATION RELIES ON FOR ITS PROGRAMS. THIS GROUP WORKS WITH OUR OUTSIDE LOBBYING FIRM ON THESE INITIATIVES. WE ALSO COORDINATE ADVOCACY EFFORTS WITH OUR PEER AGENCIES THROUGH SEVERAL INDUSTRY COALITIONS IN WHICH WE ARE A MEMBER. 0 1 X 7193369 496414 7689783 8757493 -1029913 534211 7193369 7432175 1425073 99755 8757493 7432175 110015 110015 7432175 7403522 279611 250958 7432175 0.85376 0.14624 1 0 17471606 17471606 99432338 67007075 32425263 5184736 5166069 18667 38851019 33087201 5763818 6441772 6441772 62121126 BARINGS CORE PROPERTY 10028552 F BLACKSTONE 3689888 F THE WEATHERLOW OFFSHORE FUND I LTD 2769090 F IRONWOOD INTERNATIONAL LTD 3148603 F HARBOURVEST 518185 F 20154318 OPERATING LEASE RIGHT-OF-USE ASSETS 40989674 OTHER ASSETS 19345 PPE MASK 117384 SECURITY DEPOSITS 1925705 SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2775628 45827736 ACCRUED PENSION LIABILITIES 2775628 ACCRUED POSTRETIREMENT BENEFITS 6388185 LEASE LIABILITY 41245510 DUE TO GOVERNMENT AGENCIES 19000098 69409421 X 239437188 5877514 652535 -4953 6525096 232912092 457001 457001 233369093 231048358 652535 652535 230395823 457001 4953 461954 230857777 PART IV, LINE 2B: THE ESCROW ACCOUNTS REPRESENT LIABILITY BALANCES FOR PNA (PERSONAL NEED ASSISTANCE) FUNDS RECEIVED FROM SSA AND/OR THE CLIENTS, AND FUNDS WHICH HAVE BEEN SET ASIDE INTO "BURIAL" ACCOUNTS. PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. THE BOARD OF TRUSTEES OF THE JEWISH BOARD HAS ADOPTED THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NYPMIFA"). NYPMIFA MOVES AWAY FROM THE "HISTORICAL DOLLAR VALUE" STANDARD, AND PERMITS CHARITIES TO APPLY A SPENDING POLICY TO ENDOWMENTS BASED ON CERTAIN SPECIFIED STANDARDS OF PRUDENCE. IN ACCORDANCE WITH NYPMIFA, THE JEWISH BOARD CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. PART X, LINE 2: THE JEWISH BOARD BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRASING EXPENSE -4,953. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRASING EXPENSE 4,953. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 5917693 0 0 0 0 0 0 5917693 0 5917693 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SCHEDULE J, PART I: POSITIONS LISTED IN THE CARIBBEAN ARE TWO ALTERNATIVE INVESTMENT HEDGE FUND OF FUNDS WITH GLOBAL DIVERSIFIED INVESTMENT EXPOSURE. THESE HOLDINGS ARE IN OFFSHORE INVESTMENT VEHICLES DOMICILED IN CURACAO AND THE CAYMAN ISLANDS. SPRING BENEFIT 2023 977703 872103 105600 99975 16350 54771 409 977703 872103 105600 99975 16350 54771 409 171505 -65905 1 FINANCIAL ASSISTANCE TO INDIVIDUALS 9557 16373643 PART I, LINE 2: THE JEWISH BOARD PROVIDES FINANCIAL ASSISTANCE ON BEHALF OF CLIENTS IN OUR PROGRAMS. THE FINANCIAL ASSISTANCE INCLUDES RENT, FOOD AND UTILITIES. PROGRAM MANAGERS MONITOR THAT FUNDS ARE DISBURSED IN ACCORDANCE WITH PROGRAM PURPOSE AND GUIDELINES. NO FUNDS ARE DISBURSED DIRECTLY TO CLIENTS. X X X X 1 1 0 0 0 0 0 1 0 ELLEN JOSEM CHIEF LEGAL OFFICER 321597 0 0 0 15538 0 192306 0 44708 0 574149 0 0 0 JEFFREY BRENNER CHIEF EXECUTIVE OFFICER 448440 0 0 0 960 0 2288 0 36433 0 488121 0 0 0 RONALD ACKER CHIEF FINANCIAL OFFICER 358891 0 0 0 20222 0 45219 0 37807 0 462139 0 17317 0 REBECCA WULF EXECUTIVE PROGRAM DIRECTOR 338761 0 0 0 32305 0 44081 0 13629 0 428776 0 16835 0 JOHN KASTAN CHIEF SALES OFFICER 353459 0 0 0 14791 0 8813 0 38984 0 416047 0 0 0 UDAY MADASU CHIEF INFORMATION OFFICER (OUTGOING) 288618 0 0 0 18711 0 36499 0 35404 0 379232 0 11622 0 YANA SEROBYAN PSYCHIATRIST 307219 0 0 0 11199 0 8813 0 35851 0 363082 0 0 0 MYRIAME JOSEPH PSYCHIATRIST 310727 0 0 0 0 0 8813 0 13628 0 333168 0 0 0 HELENE ANN LAUFFER EXECUTIVE PROGRAM DIRECTOR 303961 0 0 0 6225 0 8637 0 679 0 319502 0 0 0 CARMELA FRIDMAN SENIOR PSYCHIATRIST 265290 0 0 0 0 0 8192 0 42984 0 316466 0 0 0 NED D GUSICK CHIEF MARKETING & COMM. OFFICER 224335 0 0 0 0 0 6927 0 34072 0 265334 0 0 0 ESTHER GOTTLIEB EXECUTIVE PROGRAM DIR. (OUTGOING) 199404 0 0 0 0 0 6580 0 36822 0 242806 0 0 0 NATALEE HILL CHIEF ADMINISTRATION OFFICER 152384 0 10000 0 0 0 0 0 20848 0 183232 0 0 0 PART I, LINES 4A-B THE FOLLOWING EMPLOYEES ON PART II RECEIVED TAXABLE 457(F) CONTRIBUTIONS DURING THE CALENDAR YEAR 2022. THESE AMOUNTS ARE INCLUDED ON PART II, COLUMN (C): RONALD ACKER -$36,406 ELLEN JOSEM - $34,776 REBECCA WULF - $35,268 UDAY MADASU - $29,974 THE FOLLOWING EMPLOYEES ON PART II RECEIVED DISTRIBUTIONS FROM A 457(F) PLANDURING THE CALENDAR YEAR 2022. THESE AMOUNTS ARE INCLUDED ON PART II, COLUMN (BIII) AND COLUMN F: RONALD ACKER -$17,317 REBECCA WULF - $16,835 UDAY MADASU - $11,622 AMOUNTS IN THIS COLUMN ALSO INCLUDE CELL PHONE ALLOWANCE, VACATION BUY-OUT, AND EXECUTIVE LIFE INSURANCE. PART I, LINE 7 THE BONUS REPORTED IN COLUMN B(II) WAS APPROVED BY JEFFREY BRENNER, CHIEF EXECUTIVE OFFICER. X 554 63994 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF SHARES CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 FRED YERMAN, AN HONORARY PRESIDENT AND ACTIVE BOARD MEMBER, AND EMILY STEINMAN, A BOARD MEMBER AND SECRETARY, HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990 AND IT IS REVIEWED BY MANAGEMENT. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE FOR CORRECTNESS AND COMPLETENESS OF INFORMATION. ALL BOARD MEMBERS RECEIVE A COPY OF THE FINAL DRAFT. SUFFICIENT TIME IS GRANTED FOR ANY AND ALL QUESTIONS/INQUIRIES OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD TRUSTEES AND SENIOR STAFF WITH AGENCY WIDE RESPONSIBILITIES COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. THE AUDIT COMMITTEE VERIFIES THAT ALL FORMS HAVE BEEN SUBMITTED. ANY INDICATIONS OF POTENTIAL OR REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY THE GENERAL COUNSEL AND, IF APPROPRIATE, BY THE AUDIT COMMITTEE OR THE BOARD. PERSONS WITH CONFLICTS ABSTAIN FROM THE DISCUSSION AND VOTES ON CONFLICTED MATTERS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION OF MEMBERS OF THE SENIOR EXECUTIVE TEAM IS REVIEWED ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD, UTILIZING MARKET ANALYSIS AND OTHER COMPARATIVE INFORMATION DEVELOPED BY INDEPENDENT CONSULTANTS. THIS INDEPENDENT ANALYSIS IS UPDATED PERIODICALLY AND WAS MOST RECENTLY UPDATED IN 2018. SALARY DECISIONS ARE SUBSEQUENTLY REPORTED TO THE FULL BOARD OF TRUSTEES, WHICH HAS AN OPPORTUNITY IN CLOSED SESSION TO HAVE FURTHER DISCUSSION ABOUT THE RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: POST-RETIREMENT CHANGES OTHER THAN NET PERIODIC COSTS 484,357. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.