2024-03-20T16:21:17-05:00 2023-06-30 113266576 GRASSI & CO CPA'S PC 750 THIRD AVENUE 28TH FLOOR NEW YORK NY 10017 990 2022-07-01 133277408 ALZHEIMER'S DISEASE AND RELATED DISORDERS NEW YORK CITY INC ALZH 6467442900 360 LEXINGTON AVENUE 3RD FL NEW YORK NY 10017 ELEONORA CARMEN TORNATORE PRESIDENT AND CEO 6467442900 2024-03-19 1 ELEONORA CARMEN TORNATORE XXX-XX-XXXX 0 JAIME RAPPS P01462990 2126616166 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARINGKIND ELEONORA CARMEN TORNATORE 360 LEXINGTON AVE 3RD FL NEW YORK NY 10017 9113385 0 X WWW.CARINGKINDNYC.ORG X 1985 NY THE MISSION OF CARINGKIND IS TO CREATE, DELIVER, AND PROMOTE COMPREHENSIVE AND COMPASSIONATE CARE AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES AFFECTED BY ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AND TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH. WE ACHIEVE OUR MISSION BY PROVIDING PROGRAMS AND SERVICES FOR INDIVIDUALS WITH DEMENTIA, THEIR FAMILY AND PROFESSIONAL CAREGIVERS; INCREASING PUBLIC AWARENESS; COLLABORATING WITH RESEARCH CENTERS; AND INFORMING PUBLIC POLICY THROUGH ADVOCACY. 25 25 35 280 3520 2393 6038794 5248791 66944 161663 561 47035 59549 106937 6165848 5564426 346225 225188 0 0 2722831 2952467 0 0 793541 1813975 2020061 4883031 5197716 1282817 366710 4860903 7561215 1496654 3828954 3364249 3732261 X TO CREATE, DELIVER, AND PROMOTE COMPREHENSIVE AND COMPASSIONATE CARE AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES AFFECTED BY ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AND TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH. 0 0 2641580 224756 61450 PATIENT AND FAMILY SERVICES - CARINGKIND OFFERS A HELPLINE RUN BY PROFESSIONAL STAFF; INDIVIDUAL AND FAMILY COUNSELING SESSIONS WITH LICENSED SOCIAL WORKERS; A VAST NETWORK OF SUPPORT GROUPS; AND A WANDERER'S SAFETY PROGRAM. THESE SERVICES IMPROVE THE AFFECTED INDIVIDUAL AND THEIR CAREGIVER'S QUALITY OF LIFE AND DECREASES THE STRESSFUL IMPACT OF ALZHEIMER'S AND DEMENTIA. SOCIAL WORKERS IDENTIFY AREAS OF NEED AND PROVIDE ASSISTANCE AND PSYCHOSOCIAL SUPPORT THROUGH EDUCATION ABOUT THE DISEASE AND SYMPTOM MANAGEMENT, PROBLEM SOLVING, PLANNING FOR FUTURE NEEDS, AND LINKAGES WITH RESOURCES, PARTICULARLY DURING TRANSITIONAL OR CRISIS SITUATIONS. 1076243 432 100213 PUBLIC AWARENESS AND EDUCATION - ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE, AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 6.7 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND MORE THAN 11 MILLION PEOPLE ARE PROVIDING UNPAID CARE AND SUPPORT. THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES. CARINGKIND HAS INVESTED IN EDUCATION CAMPAIGNS AND INITIATIVES TO INCREASE KNOWLEDGE ABOUT ALZHEIMER'S DISEASE AND AWARENESS OF THE ORGANIZATION AS THE CENTER OF HELP AND HOPE. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS ARE ENGAGED TO EDUCATE THEIR COMMUNITIES AND WORKPLACES. 4092 PUBLIC POLICY - ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH-QUALITY COST-EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. POLICY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES. 2000 RESEARCH - CARINGKIND REMAINS COMMITTED TO THE ADVANCEMENT OF RESEARCH TOWARDS THE GOAL OF ELIMINATING ALZHEIMER'S DISEASE. WE ACHIEVE THIS GOAL THROUGH COLLABORATING WITH RESEARCH CENTERS, AND SCIENTISTS IN NEW YORK CITY, NATIONALLY AND INTERNATIONALLY; HELPING TO RECRUIT SUBJECTS FOR RESEARCH, EDUCTING OUR COMMUNITY ABOUT THE IMPORTANCE OF RESEARCH, AND HOW TO PARTICIPATE IN RESEARCH TRIALS. ALL RESTRICTED PHARMACOLOGICAL RESEARCH DONATIONS ARE PASSED-THROUGH TO OUR RESEARCH PARTNERS. 2000 3723915 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 98 0 35 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X ALEX WONG 6467442916 360 LEXINGTON AVENUE 3RD FL NEW YORK NY 10017 JEFFREY N JONES CO-CHAIR 1.20 X X 0 0 0 LINDA LAGORGA CO-CHAIR 0.60 X X 0 0 0 SHARON K KILMER VICE CHAIR & TREASURER 0.50 X X 0 0 0 PAULINE YEUNG-HA SECRETARY 0.40 X X 0 0 0 BETSY BILLARD DIRECTOR 0.20 X 0 0 0 SANDRA S BARON DIRECTOR 0.20 X 0 0 0 RACHEL BERK DIRECTOR 0.20 X 0 0 0 BETTY J BRENNAN DIRECTOR (STARTED 1/23) 0.40 X 0 0 0 GAYATRI DEVI MD MS FAAN DIRECTOR (STARTED 1/23) 0.10 X 0 0 0 ROBERT GLATTER MD DIRECTOR (STARTED 9/22) 0.10 X 0 0 0 RICHARD S HELSTEIN DIRECTOR 0.40 X 0 0 0 JONATHAN S HENES DIRECTOR 0.10 X 0 0 0 DIANE HERDLING DIRECTOR 0.20 X 0 0 0 DAVID Z HIRSH DIRECTOR 0.40 X 0 0 0 SARAH HOIT DIRECTOR 0.10 X 0 0 0 ALISA KAUFFMAN DMD PC DIRECTOR 0.50 X 0 0 0 WAYNE L KAPLAN DIRECTOR 0.40 X 0 0 0 JOHN A MOORE DIRECTOR 0.20 X 0 0 0 JOANNA PENA-BICKLEY DIRECTOR (STARTED 4/23) 0.10 X 0 0 0 TAMRYN SHAMI DIRECTOR (STARTED 9/22) 0.30 X 0 0 0 ELAINE THOMAS DIRECTOR 0.10 X 0 0 0 NIMESH UDESHI DIRECTOR 0.10 X 0 0 0 TIM WALSH DIRECTOR (STARTED 9/22) 0.50 X 0 0 0 GURNEY WILLIAMS III DIRECTOR 0.40 X 0 0 0 MARK ZURACK DIRECTOR 0.30 X 0 0 0 DANIEL EVANS DIRECTOR (ENDED 11/22) 0.10 X 0 0 0 SARAH GARTNER ESQ DIRECTOR (ENDED 6/23) 0.30 X 0 0 0 ELEONORA CARMEN TORNATORE PRESIDENT & CEO 46.00 X 242019 0 12548 ALEX WONG CHIEF FINANCIAL OFFICER 42.00 X 120657 0 18081 CAROL BERNE SR. VP OF DEVELOPMENT (ENDED 11/22) 40.00 X 136722 0 15623 PEGGY CHU SR. VP, CHIEF ADMINISTRATIVE 47.00 X 112592 0 18485 EDWARD CISEK CPO & VP OF PROGRAM EVALUATION 40.00 X 111372 0 16448 STEPHANI L SHIVERS CHIEF INNOVATION OFFICER 32.00 X 152590 0 4932 875952 0 86117 6 0 1 0 0 2480103 521248 2247440 96535 5248791 PUBLIC AWARENESS AND EDUCATION 624100 100213 100213 NET PATIENT AND FAMILY SERVICES 624100 61450 61450 161663 2518 2518 3378985 3334468 44517 44517 44517 309159 2480103 214491 94668 94668 12269 3520 8749 12269 5564426 161663 3520 150452 12902 12902 212286 212286 403729 108272 193551 101906 2049236 1528003 256674 264559 71747 55764 7322 8661 197551 137886 30220 29445 230204 154745 41247 34212 33806 33806 440450 357807 7990 74653 89092 60707 497 27888 217732 87185 8084 122463 755115 624865 66828 63422 48968 36580 2668 9720 105049 95270 153 9626 223822 191923 16896 15003 36049 27109 5114 3826 BAD DEBT 20000 20000 CLIENT SERVICES 5341 5341 STAFF DEVELOPMENT 2876 2876 RESEARCH PAYMENTS 2000 2000 39761 22394 9210 8157 5197716 3723915 680260 793541 X 691228 227687 0 463541 160 164 1968450 1186916 794967 975849 274068 446357 118926 117482 3381547 2507613 1079862 873934 508536 1263204 115934 361534 0 2335775 4860903 7561215 236055 365783 3520 68942 1257079 3394229 1496654 3828954 X 1876686 2127527 1487563 1604734 3364249 3732261 4860903 7561215 366710 1302 0 X X 0 1 X 1 0 X 5849129 3001014 4836385 6038794 5248791 24974113 5849129 3001014 4836385 6038794 5248791 24974113 1414418 23559695 10548 8288 1268 741 2518 23363 5010 3520 1520 12240 3520 25810 216027 43505 9650 47309 103417 419908 25443194 1023670 0.92600 0.93310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE - 2018 AMOUNT: $ 179,123. 2021 AMOUNT: $ 37,799. 2022 AMOUNT: $ 94,668. OTHER INCOME - 2018 AMOUNT: $ 36,904. 2019 AMOUNT: $ 43,505. 2020 AMOUNT: $ 9,650. 2021 AMOUNT: $ 9,510. 2022 AMOUNT: $ 8,749. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 150 1 3942 0 4092 0 PART II-B, LINE 1: CARINGKIND PARTICIPATES IN FEDERAL, STATE AND LOCAL ADVOCACY AND PROMOTION OF POLICIES AND LEGISLATION FAVORABLE TO THE ALZHEIMER'S DEMENTIA COMMUNITY BY PARTICIPATING IN ADVOCACY COALITIONS, SIGNING ON TO SUPPORT LETTERS, ASKING VOLUNTEERS TO SIGN ON AND SHARE THESE WITH THEIR NETWORKS. ONE MAJOR FOCUS IS ON LOCAL SUPPORT FOR FUNDING OF CARINGKIND'S PROGRAMS OF EDUCATION, CARE AND SUPPORT FOR FAMILIES LIVING WITH AND CARING FOR AN INDIVIDUAL WITH DEMENTIA. THIS INCLUDES FACE TO FACE OR VIRTUAL MEETINGS WITH STATE AND LOCAL ELECTED OFFICIALS, APPLYING FOR CITY COUNCIL AND BOROUGH PRESIDENTIAL FUNDS. 157401 4430 161831 163409 19 6027 157401 271280 17 107888 163409 266585 4695 271280 282209 4376 20000 266585 1.00000 0 0 2695842 1867552 828290 685705 640061 45644 873934 FINANCE LEASE RIGHT-OF-USE ASSETS 65513 OPERATING LEASE RIGHT-OF-USE ASSETS 2270262 2335775 ANNUITY PAYMENT OBLIGATIONS 14819 OPEARTING LEASE LIABILITES 3314298 FINANCE LEASE LIABILTIES 65112 3394229 X 5565728 1302 1302 5564426 0 5564426 5197716 0 5197716 0 5197716 PART V, LINE 4: CARINGKIND'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED TO CREATE AND PROMOTE COMPREHENSIVE AND HUMANE CARE AND TREATMENT FOR PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DISEASES. PART X, LINE 2: CARINGKIND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CARINGKIND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CARINGKIND BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. GALA 1321387 1028027 293360 156388 8000 MARATHON 745081 745081 17825 5 722794 706995 15799 4575 5917 4636 17150 2789262 2480103 309159 4575 162305 12636 34975 214491 94668 1 WE ARE ALL HUMAN FOUNDATION 240 CENTRE STREET 5H NEW YORK NY 10013 822548437 3 10000 0 SPONSORSHIP FOR THE GALA 1 WANDERER'S SAFETY PROGRAM-INDIVIDUAL GRANTS UNDER $5,000 417 39544 FAIR MARKET VALUE FINANCIAL ASSISTANCE PROVIDED TO FAMILY AND OTHER CAREGIVERS 98 172742 FAIR MARKET VALUE PART I, LINE 2: ALL FINANCIAL ASSISTANCE AWARDS GIVEN TO INDIVIDUALS OR ORGANIZATIONS ARE REVIEWED ON A REGULAR BASIS. PAYMENTS ARE REVIEWED AND APPROVED BY THE RESPONSIBLE MANAGER(S) TO ENSURE PROPER JUSTIFICATION. THERE ARE NO INDIVIDUAL GRANTS OVER $5,000. X X 0 0 0 0 0 0 0 1 0 ELEONORA CARMEN TORNATORE PRESIDENT & CEO 232269 0 9750 0 0 0 12115 0 433 0 254567 0 0 0 STEPHANI L SHIVERS CHIEF INNOVATION OFFICER 151090 0 1500 0 0 0 4507 0 425 0 157522 0 0 0 CAROL BERNE SR. VP OF DEVELOPMENT (ENDED 11/22) 135317 0 1405 0 0 0 6783 0 8840 0 152345 0 0 0 PART I, LINE 7 THE PRESIDENT & CEO RECEIVED A NONFIXED DISCRETIONARY BONUS OF $9,750 APPROVED BY THE BOARD OF DIRECTORS. THE CHIEF INNOVATION OFFICER RECEIVED A NONFIXED DISCRETIONARY BONUS OF $1,500 APPROVED BY THE BOARD OF DIRECTORS. THE SR. VP OF DEVELOPMENT RECEIVED A NONFIXED DISCRETIONARY BONUS OF $1,405 APPROVED BY THE BOARD OF DIRECTORS. X 7 96535 MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS DISTRIBUTED TO THE AUDIT AND FINANCE COMMITTEE APPROXIMATELY 14 DAYS PRIOR TO THE FILING DATE FOR THEIR REVIEW AND COMMENT. THE AMENDED DRAFT IS THEN SENT TO THE FULL BOARD APPROXIMATELY 7 DAYS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBER PROSPECTS MUST SIGN THE CONFLICT OF INTEREST POLICY, BEFORE THEY ARE INVITED TO JOIN THE BOARD. ADDITIONALLY, ALL CURRENT OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE POLICY EACH YEAR. THEY ARE ALSO REQUIRED TO DISCLOSE IMMEDIATELY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS, SHOULD THESE OCCUR DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 CEO'S PERFORMANCE WAS REVIEWED BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE FULL BOARD. THE BOARD'S EXECUTIVE COMMITTEE ALSO REVIEWS DATA RELATING TO SALARIES OF CEOS OF OTHER SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS. IN ADDITION, ALL STAFF MEMBERS WERE ASKED TO FILL OUT AN EMPLOYEE FEEDBACK SURVEY AROUND ENGAGEMENT THAT ADDRESSED THE WORK ENVIRONMENT AND PERFORMANCE OF ORGANIZATION LEADERSHIP. BASED UPON THIS FEEDBACK AND MARKET DATA, THE EXECUTIVE COMMITTEE RECOMMENDED THE COMPENSATION AMOUNT FOR THE CEO FOR THE UPCOMING FISCAL YEAR TO THE FULL BOARD FOR APPROVAL. THE SALARIES OF KEY MANAGEMENT EMPLOYEES WERE DETERMINED BY THE CEO AND PRESENTED TO THE BOARD'S EXECUTIVE COMMITTEE. UPON THE APPROVAL OF THE EXECUTIVE COMMITTEE, THE FULL BOARD REVIEWED COMPENSATION THROUGH THE APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 CARINGKIND'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C CARINGKIND HAS AN AUDIT AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND COMPILATION OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.