2025-10-13T17:31:30-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-01-01 131656674 THE NEW YORK ACADEMY OF MEDICINE NEWY 2128227222 1216 FIFTH AVENUE NEW YORK NY 100295205 ANDREA CHOI SVP FINANCE & ADMIN 2128227222 2025-10-13 1 1 GARRETT M HIGGINS P00543209 2122862600 2025-10-13 2024 2025-03-06 01:10:19Z ANN KURTH 1216 FIFTH AVENUE NEW YORK NY 100295205 11029068 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. 22 21 73 26 160521 0 4115272 4078923 1452587 2203084 12768124 2972791 832650 1381593 19168633 10636391 822273 303041 0 0 8338004 8260264 0 0 1094383 4076160 3629610 13236437 12192915 5932196 -1556524 66516568 64435637 2687064 2433612 63829504 62002025 X DRIVE PROGRESS TOWARDS IMPROVED HEALTH THROUGH ATTAINING HEALTH EQUITY. 0 0 2556025 1459 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 INTERNAL CAPACITY TO SELF-ASSESS THEIR WORK, BETTER DOCUMENT 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 ACCOMPLISHMENTS IN 2024 INCLUDE IMPLEMENTATION OF APPROXIMATELY 24 RESEARCH, EVALUATION AND TECHNICAL ASSISTANCE PROJECTS; COMPLETION OF EIGHTEEN RESEARCH AND EVALUATION REPORTS FOR PROJECT PARTNERS; SUBMISSION OF SIX PEER REVIEWED MANUSCRIPTS, FIVE OF WHICH HAVE BEEN PUBLISHED TO DATE; AND SEVEN PRESENTATIONS AT SIX PROFESSIONAL CONFERENCES. CEAR ALSO DEVELOPED SEVERAL OTHER PRODUCTS, INCLUDING AN ISSUE BRIEF ON CASH ASSISTANCE FOR IMMIGRANTS AND TWO BRIEF PUBLICLY AVAILABLE REPORTS ON NEED FOR AND ACCESS TO SAFE HOUSING FOR OLDER ADULTS EXPERIENCING HARM. BELOW ARE EXAMPLES OF 2024 CEAR PROJECTS: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. EVALUATION OF EXHALE, A RESPITE INITIATIVE CREATED TO SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF INNOVATIVE RESPITE OPPORTUNITIES FOR CAREGIVERS OF OLDER ADULTS. FUNDED BY THE RALPH C. WILSON, JR. FOUNDATION, THE HEALTH FOUNDATION FOR WESTERN & CENTRAL NEW YORK AND THE ANN ARBOR AREA COMMUNITY FOUNDATION - AND WORKING IN COLLABORATION WITH THE PHILANTHROPIC INITIATIVE - THE PROGRAM IS FOCUSED ON WESTERN NEW YORK STATE AND WASHTENAW COUNTY, MICHIGAN. CEAR IS EVALUATING THE OVERALL INITIATIVE AND PROVIDES ONGOING EVALUATION SUPPORT TO EXHALE GRANTEES, WORKING COLLABORATIVELY WITH STAKEHOLDERS TO MEET THE EVOLVING NEEDS AND PRIORITIES OF THE PROGRAM. 1295372 29235 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. WE ACTIVELY WORK WITH OUR PARTNERS TO ALIGN AND SHAPE THE ACTIONS OF GOVERNMENT AND INDUSTRY TO SERVE THE COMMUNITY BETTER, RECOGNIZE AND AMPLIFY ITS ASSETS, AND TRANSFORM THE PLACES WHERE WE LIVE, WORK, PLAY, AND LEARN INTO ENVIRONMENTS THAT PROMOTE HEALTH FOR ALL. AS A TRUSTED CONVENER AND FACILITATOR, WE WORK TO HONOR AND AMPLIFY THE VOICES OF PEOPLE WITH LIVED EXPERIENCES OF HEALTH INEQUITIES AND BRIDGE CONNECTIONS BETWEEN COMMUNITIES, GOVERNMENT, THE HEALTHCARE SYSTEM, AND OTHER STAKEHOLDERS. WE ALSO DEVELOP AND IMPLEMENT AWARD-WINNING, PLACE-BASED PROGRAMS AND CONDUCT RESEARCH TO INFORM SPECIFIC POLICY CHANGES. THESE INITIATIVES ADDRESS SOME OF THE MOST CRITICAL HEALTH EQUITY ISSUES OF OUR TIME.IN 2024, CPPS INITIATED A COLLABORATION WITH THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE IN THE COALITION TO END RACISM IN CLINICAL ALGORITHMS (CERCA). THROUGH THIS MULTI-YEAR INITIATIVE, CPPS IS PARTNERING WITH SAFETY-NET HOSPITALS IN BROOKLYN TO EXAMINE THE IMPACT OF REMOVING PATIENT RACE FROM CLINICAL ALGORITHMS ON PATIENT OUTCOMES. CPPS ALSO CONTINUED AND EXTENDED ONGOING RESEARCH AND PROGRAMMING PARTNERSHIPS INCLUDING: 1) THE EAST HARLEM ACTION COLLABORATIVE, A COMMUNITY GROUP THAT ENGAGES IN ADVOCACY AND AWARENESS CAMPAIGNS TO IMPROVE CHILD AND FAMILY HEALTH IN EAST HARLEM; 2) THE YOUTHWORKS MENTORING PROGRAM, THROUGH WHICH, NYAM PROVIDES FUNDING TO MENTORS ACROSS NYC TO SUPPORT THEIR PROVISION OF MENTORING SERVICES TO YOUTH IN VULNERABLE CONTEXTS, AND NYAM MEASURES THE IMPACT OF THESE SERVICES; 3) THE AGE-FRIENDLY GO LOCAL PROGRAM, THROUGH WHICH CPPS PARTNERS WITH THE HEALTH FOUNDATION FOR WESTERN AND CENTRAL NEW YORK TO ADMINISTER A GRANT PROGRAM AND PROVIDE TECHNICAL ASSISTANCE TO GRASSROOTS ORGANIZATIONS DEVELOPING AGE-FRIENDLY COMMUNITIES; 4) THE AGE-FRIENDLY PUBLIC HEALTH SYSTEMS INITIATIVE EVALUATION, IN WHICH CPPS CONTINUES ITS EVALUATION OF NATIONAL, STATE, AND LOCAL-LEVEL EFFORTS IN ITS THIRD PHASE TO SUPPORT CAPACITY BUILDING FOR PUBLIC HEALTH AND THE IMPROVEMENT OF THE HEALTH AND WELL-BEING OF OLDER ADULTS; AND 5) FOUNDATION FUNDED RESEARCH ON THE EARLY CHILDHOOD WORKFORCE. 1262694 22210 33341 THE ACADEMY LIBRARY - SEE SCHEDULE O.THE ACADEMY LIBRARY (HTTPS://WWW.NYAM.ORG/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 FOCUSES ITS COLLECTING ON RARE AND HISTORICAL WORKS IN MEDICINE AND PUBLIC HEALTH, AS WELL AS HISTORICAL LITERATURE IN THOSE AREAS. IT SERVES RESEARCHERS WITH MATERIALS FROM OUR COLLECTIONS; SUPPORTS 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; PROVIDES VISITORS AND CLASSES WITH TOURS OF THE COLLECTIONS AND THE HISTORIC BUILDING; MOUNTS HISTORICAL PROGRAMS; AND SHARES ITS INSIGHTS THROUGH SOCIAL MEDIA AND THE LIBRARY BLOG. ON SEPTEMBER 25, 2024, THE ACADEMY LIBRARY MOUNTED A CONFERENCE, "THE FUTURE OF HISTORICAL MEDICAL LIBRARIES IN THE DIGITAL AGE." CONCEIVED AS A FOLLOW-UP TO THE DECEMBER 2013 GATHERING AT THE COLLEGE OF PHYSICIANS OF PHILADELPHIA, "EMERGING ROLES FOR HISTORICAL MEDICAL LIBRARY: VALUE IN THE DIGITAL AGE," THE CONFERENCE ADDRESSED ISSUES OF IDENTITY, TECHNOLOGY, AND ORGANIZATION, AND WAS DESIGNED TO BE OF INTEREST TO SPECIAL COLLECTIONS LIBRARIES MORE GENERALLY. THE CONFERENCE FEATURED 16 SPEAKERS, AMONG THEM KEYNOTER TREVOR OWENS, AMERICAN INSTITUTE OF PHYSICS, "CATCHING UP TO THE DIGITAL PRESENT: A FUTURE FOR HISTORY OF SCIENCE, TECHNOLOGY, AND MEDICINE COLLECTIONS, AND JEREMY A. GREENE, JOHNS HOPKINS UNIVERSITY, "THE FUTURE OF THE PAST IN ACADEMIC MEDICINE: RETHINKING THE HISTORICAL ROLE OF THE MEDICAL LIBRARY." WE SAW OVER 250 ATTENDEES, ABOUT 100 IN PERSON AND 175 VIRTUALLY, WITH OUR NEWLY AVAIBLE STREAMING SET-UP. PLANS ARE UNDERWAY TO HAVE THE CONFERENCE PAPERS PUBLISHED. FURTHER INFORMATION ABOUT THE CONFERENCE IS FOUND AT HTTPS://WWW.NYAM.ORG/EVENTS/EVENT/FUTURE-HISTORICAL-MEDICAL-LIBRARIES-DIGITAL-AGE/. THE LIBRARY'S 2024 PROGRAMMING (HTTPS://WWW.NYAM.ORG/LIBRARY/LIBRARY-EVENTS-PROGRAMS/) CONTINUED "COLOR OUR COLLECTIONS," (HTTP://LIBRARY.NYAM.ORG/COLOROURCOLLECTIONS/)FEBRUARY 59, MOUNTING COLORING BOOKS FROM 93 LIBRARIES, ARCHIVES, MUSEUMS, AND CULTURAL INSTITUTIONS FROM AROUND THE WORLD. THE LIBRARY'S OWN COLORING BOOK FOCUSED ON "LIVING WELL IN THE 19TH AND 20TH CENTURIES," REFLECTING THE IDEA THAT GOOD HEALTH IS NOT SIMPLY THE ABSENCE OF DISEASE. ON JUNE 18 WE PARTICIPATED IN THE ANNUAL MUSEUM MILE FESTIVAL ON FIFTH AVENUE, AND ON OCTOBER 20, IN OPEN HOUSE NEW YORK WEEKEND, OFFERING TOURS OF THE ACADEMY BUILDING IN CONNECTION WITH THIS CITY-WIDE ARCHITECTURAL EVENT. WE OFFERED TEN DROP-IN, THEME-BASED PRESENTATIONS OF THE COLLECTIONS ON THE FIRST MONDAY OF EACH MONTH AT NOON. THE LIBRARY'S BLOG, "BOOKS, HEALTH, AND HISTORY," (HTTPS://NYAMCENTERFORHISTORY.ORG/) POSTED ELEVEN ARTICLES IN 2024, INCLUDING POSTS ON WHEATLESS CAKE RECIPES, DEVELOPED IN RESPONSE TO GRAIN SHORTAGES DURING WORLD WAR I, BLOOD DONATION, AND, AS PART OF THE CELEBRATION OF PRIDE MONTH, THE LIBRARY'S COLLECTION OF THE LADDER, PUBLISHED BY THE DAUGHTERS OF BILITIS, A GAY-FORWARD ORGANIZATION OF THE 1950S AND '60S. ON APRIL 18, 2024, IN HONOR OF EARTH DAY WE SCREENED "HOW TO BLOW UP A PIPELINE," AN IMAGINATIVE FILM THAT FOLLOWS EIGHT INDIVIDUALS WHO TRY TO FIGHT AGAINST A SHARED ENVIRONMENTAL ENEMY. AFTER THIS FILM WE HOSTED A DISCUSSION WITH BRIANA CARBAJAL, STATE LEGISLATIVE MANAGER AT WE ACT FOR ENVIRONMENTAL JUSTICE. ON NOVEMBER 12, 2024, WE PRESENTED THE EAST COAST PREMIERE OF "MENSCH: A FILM ABOUT LUDWIK HIRSZFELD," POLISH BIOMEDICAL RESEARCHER AND SURVIVOR OF THE WARSAW GHETTO. FOLLOWING THE FILM, WE HOSTED A DISCUSSION MODERATED BY DR. RITA CHARON, COLUMBIA UNIVERSITY NARRATIVE MEDICINE, FEATURING THE FILM'S DIRECTOR, PAWE WYSOCZASKI, HISTORIAN OF MEDICINE DR. WILLIAM H. SCHNEIDER, INDIANA UNIVERSITY, AND INTERNIST DR. STEVEN L. SPITALNIK, COLUMBIA UNIVERSITY.THE LIBRARY HOSTED TWO RESEARCH FELLOWS IN 2024: HELFAND FELLOW SHERYL ANNE WOMBELL, CAMBRIDGE UNIVERSITY, WHO DELVED INTO OUR COLLECTION OF EARLY MODERN RECIPE BOOKS, AND KLEMPERER FELLOW MICHAEL ROBINSON, UNIVERSITY OF BIRMINGHAM, WHO COMPARED UK AND US INTERWAR RESPONSES TO TRAUMA. 3425685 250137 2009222 OTHER PROGRAM SERVICES. 3425685 250137 2009222 8539776 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 62 0 73 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NM NJ NY OR PA RI TN VA WI WV X X X ANDREA CHOI 2128227222 1216 FIFTH AVENUE NEW YORK NY 100295205 ANN KURTH PRESIDENT 40.00 X X 700386 0 21810 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 THRU APR 2024 1.00 X X 0 0 0 GIL ADDO MBA TRUSTEE 1.00 X 0 0 0 NESA R AMAMOO TRUSTEE 1.00 X 0 0 0 CHARLES N BERTOLAMI DDS TRUSTEE 1.00 X 0 0 0 NATALIA CINEAS DNP 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 MARK N KAPLAN ESQ TRUSTEE THRU JAN 2024 1.00 X 0 0 0 DENNIS A MITCHELL DDS MPH TRUSTEE 1.00 X 0 0 0 JACQUELINE MOLINE MD TRUSTEE 1.00 X 0 0 0 BETH OLIVER DNP TRUSTEE 1.00 X 0 0 0 ANDREW D RACINE MD PHD TRUSTEE 1.00 X 0 0 0 ELENA RIOS MD TRUSTEE 1.00 X 0 0 0 MARIE-LAURE ROMNEY MD TRUSTEE 1.00 X 0 0 0 JANIS SMITH-GOMEZ MBA TRUSTEE 1.00 X 0 0 0 PAUL P TANICO JD TRUSTEE 1.00 X 0 0 0 JANINE VERSI MBA TRUSTEE 1.00 X 0 0 0 TONYA WALKER MD MPH TRUSTEE 1.00 X 0 0 0 MARK WEISS TRUSTEE 1.00 X 0 0 0 BARBARA A GREEN EX-OFFICIO 1.00 X 0 0 0 ASHWIN VASAN MD EX-OFFICIO THRU OCT 2024 1.00 X 0 0 0 ANDREA CHOI SVP FINANCE & ADMINISTRATION 40.00 X 343686 0 40266 STEPHEN W PAUL DIRECTOR, FINANCE 40.00 X 197027 0 46475 KATHRYN HALL SVP RESEARCH 40.00 X 219369 0 8964 PAUL H THEERMAN DIRECTOR, LIBRARY 40.00 X 196464 0 9851 JACQUELINE BONILLA DIRECTOR, HUMAN RESOURCES 40.00 X 170561 0 33436 JILL CLARK CHIEF DEVELOP. OFFICER THRU NOV 2024 40.00 X 249346 0 20950 GINA RAVOSA DIRECTOR, COMMUNICATIONS 40.00 X 177880 0 20937 KUMBIRAI MADONDO DIR COMM PRGMS & POLICY SOL. THRU DEC 2024 40.00 X 145699 0 28866 2400418 0 231555 21 0 1 0 THE TURBO CHYLL COMPANY 131 ENGINEERS DRIVE HICKSVILLE NY 11801 HVAC SERVICES 610740 MINERVA PROTECTION & RISK SOLUTIONS LLC 244 5TH AVENUE SUITE C 264 NEW YORK NY 10001 SECURITY SERVICES 212372 PACHYDERM CONSULTING 70 WEST 40TH STREET 8TH FLOOR NEW YORK NY 10018 INFORMATION TECHNOLOGY 212065 STERLING AFFAIR INC 100 COMMERCE ROAD CARLSTADT NJ 07072 CATERING 164279 PPM RESTORATION 11 SEVENTH STREET SUITE 1B PELHAM NY 10803 CONSTRUCTION 109660 6 788903 435076 2854944 56677 4078923 EDUCATION CONFERENCE CENTER FEES 611430 1988742 1828221 160521 MEMBERSHIP DUES & ASSESSMENTS 900099 173501 173501 LIBRARY FEES 541900 33341 33341 OTHER PROGRAM SERVICE FEES 900099 7500 7500 2203084 2972856 2972856 306954 306954 983438 214167 769271 769271 769271 83117 83182 -65 -65 -65 60554 788903 95328 -34774 -34774 COMMISSION INCOME 541990 205267 205267 ADMINISTRATION FEES 900099 83825 83825 MISCELLANEOUS 900099 51050 51050 340142 10636391 2042563 160521 4354384 24531 24531 278510 278510 1577983 762210 649851 165922 5270612 3856319 808651 605642 305498 242973 29632 32893 544212 429104 55733 59375 561959 419792 82685 59482 57909 26059 23164 8686 85825 37541 35770 12514 3525 3525 1033721 628170 366963 38588 2833 2833 194018 136707 34972 22339 310133 105608 198824 5701 266752 237033 24303 5416 65516 58260 5044 2212 241409 202854 26568 11987 561082 500488 52400 8194 163183 73432 65273 24478 REPAIRS & MAINTENANCE 342280 299506 36336 6438 RECRUITMENT 119814 53865 48409 17540 ADMINISTRATION FEES 86053 85909 101 43 SUBSCRIPTIONS 32142 22243 5006 4893 63415 55829 5546 2040 12192915 8539776 2558756 1094383 662958 236067 14812210 10746659 1228480 1270286 89941 270214 78505 107272 20285555 13125999 7032491 7159556 42366568 44440270 108968 74302 136447 131011 66516568 64435637 654782 372090 405500 284000 166000 284817 1460782 1492705 2687064 2433612 X 35673155 34311463 28156349 27690562 63829504 62002025 66516568 64435637 X -1556524 -250519 -20436 X X 0 1 X 1 0 X 6035772 6106933 5717169 4100272 4078923 26039069 6035772 6106933 5717169 4100272 4078923 26039069 237175 25801894 1853626 2242079 2067901 2292720 4263248 12719574 228210 71151 403826 264734 340142 1308063 40066706 6618768 0.64400 0.67320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 65,014. 2022 AMOUNT: $ 87,689. 2023 AMOUNT: $ 37,908. 2024 AMOUNT: $ 51,050. COMMISSION INCOME - 2020 AMOUNT: $ 56,115. 2021 AMOUNT: $ 14,929. 2022 AMOUNT: $ 157,558. 2023 AMOUNT: $ 141,395. 2024 AMOUNT: $ 205,267. ADMINISTRATION FEES - 2020 AMOUNT: $ 107,081. 2021 AMOUNT: $ 56,222. 2022 AMOUNT: $ 78,102. 2023 AMOUNT: $ 85,431. 2024 AMOUNT: $ 83,825. REFUNDS - 2022 AMOUNT: $ 46,154. INSURANCE CLAIMS - 2022 AMOUNT: $ 34,323. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 21656877 106421 564100 540431 21786967 21569808 789176 702107 21656877 24244318 -2072785 601725 21569808 23383796 1543565 683043 24244318 23041490 5000 1356788 969482 50000 23383796 0.00000 0.53126 0.46874 0 0 284261 284261 15016649 9965646 5051003 1745576 963724 781852 3239069 2196629 1042440 7159556 DEFERRED COMPENSATION 1492705 1492705 X 10591078 -250519 214167 -36352 10627430 3525 5436 8961 10636391 12418557 229167 229167 12189390 3525 3525 12192915 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 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. 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 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 214,167. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUST 5,436. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 214,167. WRITE-OFF OF PLEDGE RECEIVABLE 15,000. GALA 2024 849457 788903 60554 56902 19901 18525 849457 788903 60554 56902 19901 18525 95328 -34774 1 AWARDS 5 6917 FELLOWSHIPS 7 164555 HONORARIA 19 9691 STIPENDS 21 97347 PART I, LINE 2: 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 1 1 X X X 1 0 0 0 0 0 0 0 0 ANN KURTH PRESIDENT 627406 0 0 0 72980 0 17250 0 4560 0 722196 0 0 0 ANDREA CHOI SVP FINANCE & ADMINISTRATION 320625 0 0 0 23061 0 16425 0 23841 0 383952 0 0 0 JILL CLARK CHIEF DEVELOP. OFFICER THRU NOV 2024 202230 0 0 0 47116 0 10202 0 10748 0 270296 0 0 0 STEPHEN W PAUL DIRECTOR, FINANCE 196631 0 0 0 396 0 10506 0 35969 0 243502 0 0 0 KATHRYN HALL SVP RESEARCH 181911 0 0 0 37458 0 8802 0 162 0 228333 0 0 0 PAUL H THEERMAN DIRECTOR, LIBRARY 195228 0 0 0 1236 0 9762 0 89 0 206315 0 0 0 JACQUELINE BONILLA DIRECTOR, HUMAN RESOURCES 170423 0 0 0 138 0 9043 0 24393 0 203997 0 0 0 GINA RAVOSA DIRECTOR, COMMUNICATIONS 176984 0 500 0 396 0 9048 0 11889 0 198817 0 0 0 KUMBIRAI MADONDO DIR COMM PRGMS & POLICY SOL. THRU DEC 2024 130909 0 0 0 14790 0 6814 0 22052 0 174565 0 0 0 PART I, LINE 1A THE ACADEMY PROVIDED THE PRESIDENT, ANN KURTH WITH A HOUSING ALLOWANCE IN THE AMOUNT OF $50,000 AND SVP RESEARCH, KATHRYN HALL WITH A HOUSING ALLOWANCE IN THE AMOUNT OF $25,000. THE HOUSING ALLOWANCES WERE TREATED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 4A PURSUANT TO THE TERMS AND CONDITIONS OF THE SEPARATION AGREEMENTS, THE ACADEMY MADE THE FOLLOWING SEVERANCE PAYMENTS IN 2024: - JILL CLARK, CHIEF DEVELOPMENT OFFICER: $29,748 - KUMBIRAI MADONDO, DIRECTOR, COMMUNITY PROGRAMS AND POLICY SOLUTIONS: $5,609 THE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). X 2 56677 SALES PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART I, LINE 5, AND PART V, LINE 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. 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 2024. 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 -5,436. WRITE-OFF OF PLEDGE RECEIVABLE -15,000. 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.