2025-03-12T11:54:13-05:00 2024-06-30 113266576 GRASSI & CO CPA'S PC 360 MADISON AVENUE 7TH FLOOR NEW YORK NY 10017 990 2023-07-01 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 2025-03-12 1 0 JAIME RAPPS P01462990 2126616166 2023 2025-03-06 01:10:19Z CARINGKIND ELEONORA CARMEN TORNATORE 360 LEXINGTON AVE 3RD FL NEW YORK NY 10017 16703687 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. 24 24 42 255 0 0 5248791 9273907 161663 83363 47035 145654 106937 54184 5564426 9557108 225188 374755 0 0 2952467 3491811 0 0 907271 2020061 2004466 5197716 5871032 366710 3686076 7561215 10510973 3828954 2929104 3732261 7581869 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 1548011 243446 24108 FAMILY SUPPORT AND EDUCATION: THE GOAL OF THE FAMILY SUPPORTS & EDUCATION DEPARTMENT IS TO BE A TRUSTED PARTNER READY TO HELP CLIENTS LIVING WITH ALZHEIMER'S OR OTHER COGNITIVE DISORDERS AND FAMILY CARE PARTNERS AS THEY ARE GOING THROUGH THIS JOURNEY. THE DEPARTMENT IS RESPONSIBLE FOR MULTIPLE SERVICES INCLUDING: HELPLINE, CARE CONSULTATIONS AND COACHING, SUPPORT GROUPS, AND EDUCATION PROGRAMS. OUR AIM IS TO PROVIDE THE SUPPORT, EDUCATION, TOOLS, AND RESOURCES THAT DIAGNOSED INDIVIDUALS AND THEIR CARE PARTNERS NEED TO NAVIGATE THEIR SITUATIONS AND TO EQUIP THEM WITH THE RIGHT QUESTIONS TO ASK. 1457724 88373 13630 EARLY-STAGE & ENGAGEMENT SERVICES: FOR INDIVIDUALS IN THE EARLY STAGES OF ALZHEIMER'S AND RELATED DEMENTIAS, CARINGKIND OFFERS PROGRAMS DESIGNED TO ENGAGE AND SUPPORT THEM THROUGH SMALL GROUP PROGRAMS. THESE SERVICES AIM TO HELP INDIVIDUALS MAINTAIN STIMULATION, FOSTER SOCIAL CONNECTIONS, AND ENHANCE OVERALL WELL-BEING. 314499 23472 7314 COMMUNITY BUILDING & SPECIAL POPULATIONS: ALZHEIMER'S AND COGNITIVE DISORDERS OCCUR REGARDLESS OF CULTURE, RACE, ETHNICITY, LANGUAGE, SOCIO-ECONOMIC STATUS, GENDER, SEXUAL ORIENTATION, GEOGRAPHY, ETC. PROVIDING ACCESSIBLE AND EQUITABLE SERVICES TO MATCH NEEDS REGARDLESS OF ONE'S BACKGROUND AND IN CULTURALLY SENSITIVE WAYS IS PART OF CARINGKIND'S ETHOS. THE GOAL OF THE COMMUNITY BUILDING & SPECIAL POPULATIONS DEPARTMENT IS TO INCREASE THE DEMENTIA AWARENESS AND FRIENDLINESS OF LOCAL COMMUNITIES TO ENSURE FAMILIES IMPACTED BY DEMENTIA HAVE ACCESS TO COMMUNITY SUPPORTS AND INCLUSIVE SERVICES THAT HONOR DISTINCT POPULATIONS, DIVERSE BACKGROUNDS, EXPERIENCES, PREFERENCES, CULTURES, LANGUAGES, ETC. 930057 19463 38311 WORKFORCE DEVELOPMENT & CONSULTINGTHE GOAL OF THE WORKFORCE DEVELOPMENT DEPARTMENT IS TO BUILD THE CAPACITY OF HEALTHCARE SYSTEMS, RESIDENTIAL COMMUNITIES AND LONG-TERM SERVICE AND SUPPORT PROVIDERS TO PROVIDE COMPREHENSIVE AND QUALITY DEMENTIA CARE. RESEARCH INITIATIVESCARINGKIND RECOGNIZES THAT FINDING A CURE AND DEVELOPING NEW AND IMPROVED SERVICES FOR THOSE IMPACTED BY ALZHEIMER'S AND OTHER COGNITIVE DISORDERS REQUIRES RESEARCH AND A LARGE, DIVERSE POOL OF WILLING, RESEARCH PARTICIPANTS. CARINGKIND HELPS INDIVIDUALS AND FAMILIES LEARN ABOUT AND PARTICIPATE IN RESEARCH IN A VARIETY OF WAYS. WE ALSO IDENTIFY, AMPLIFY, HIGHLIGHT AND CONDUCT RESEARCH DESIGNED TO IMPROVE THE LIVES OF THOSE IMPACTED BY ALZHEIMER'S AND OTHER COGNITIVE DISORDERS.PUBLIC AWARENESSVISIBILITY AND AWARENESS OF ALZHEIMER'S AND DEMENTIA CARE ARE ENHANCED THROUGH STRATEGIC MARKETING AND OUTREACH EFFORTS. CAREGIVERS AND FAMILIES ARE INFORMED ABOUT AVAILABLE RESOURCES AND SUPPORT TO HELP NAVIGATE THE COMPLEXITIES OF CARE. COMMUNITY ENGAGEMENT IS FOSTERED THROUGH MEDIA CAMPAIGNS, PUBLIC EVENTS LIKE THE ANNUAL WALK AND GALA, AND PARTNERSHIPS, ENSURING THE MESSAGE REACHES THOSE IN NEED. THESE EFFORTS HAVE EXPANDED THE IMPACT, RAISING AWARENESS AND DRIVING PARTICIPATION IN ESSENTIAL SERVICES. 930057 19463 38311 4250291 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 68 0 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CT X X ALEX WONG 6467442916 360 LEXINGTON AVENUE 3RD FL NEW YORK NY 10017 JEFFREY N JONES CO-CHAIR 0.80 X X 0 0 0 LINDA LAGORGA CO-CHAIR 0.70 X X 0 0 0 SHARON K KILMER VICE CHAIR & TREASURER 0.10 X X 0 0 0 PAULINE YEUNG-HA SECRETARY 0.20 X X 0 0 0 SANDRA S BARON DIRECTOR 0.20 X 0 0 0 RACHEL BERK DIRECTOR 0.20 X 0 0 0 BETSY BILLARD DIRECTOR 0.30 X 0 0 0 BETTY J BRENNAN DIRECTOR 0.20 X 0 0 0 GAYATRI DEVI MD MS FAAN DIRECTOR 0.30 X 0 0 0 PATRICK DOLAN DIRECTOR (STARTED 6/24) 0.10 X 0 0 0 JOE FISHER DIRECTOR (STARTED 6/24) 0.10 X 0 0 0 MEGHANN GILL DIRECTOR (STARTED 4/24) 0.10 X 0 0 0 ROBERT GLATTER MD DIRECTOR 0.10 X 0 0 0 RICHARD S HELSTEIN DIRECTOR (ENDED 6/24) 0.20 X 0 0 0 JONATHAN S HENES DIRECTOR 0.20 X 0 0 0 DIANE HERDLING DIRECTOR (ENDED 6/24) 0.10 X 0 0 0 DAVID Z HIRSH DIRECTOR (ENDED 6/24) 0.10 X 0 0 0 SARAH HOIT DIRECTOR 0.10 X 0 0 0 WAYNE L KAPLAN DIRECTOR 0.10 X 0 0 0 ALISA KAUFFMAN DMD PC DIRECTOR 0.20 X 0 0 0 JOHN A MOORE DIRECTOR 0.10 X 0 0 0 JOANNA PENA-BICKLEY DIRECTOR 0.20 X 0 0 0 TAMRYN SHAMI DIRECTOR 0.10 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 0.20 X 0 0 0 GURNEY WILLIAMS III DIRECTOR (ENDED 6/24) 0.10 X 0 0 0 MARK ZURACK DIRECTOR 0.20 X 0 0 0 ELEONORA CARMEN TORNATORE PRESIDENT & CEO 46.00 X 257211 0 13338 ALEX WONG CHIEF FINANCIAL OFFICER 41.00 X 132270 0 20344 ANDREA TALLENT SPIVAK VP OF DEV. & STRATEGIC ALLIANCE 40.00 X 138115 0 430 PEGGY CHU SR. VP, CHIEF OPERATIONS OFFICER 48.00 X 122240 0 21333 EDWARD CISEK CHIEF RESEARCH GRANTS & EVALUATION OFFICER 40.00 X 122254 0 18175 STEPHANI L SHIVERS CIO & VP PROGRAM DEVELOPMENT 32.00 X 157250 0 8310 929340 0 81930 6 0 1 0 0 2297598 581000 6395309 2261932 9273907 OTHER 624100 38311 38311 FAMILY SUPPORT AND EDUCATION 624100 24108 24108 EARLY-STAGE & ENGAGEMENT SERVICES 624100 13630 13630 COMMUNITY BUILDING, DEI & SPECIAL 624100 7314 7314 83363 28028 28028 6925627 6808001 117626 117626 117626 379938 2297598 338578 41360 41360 12824 12824 12824 9557108 83363 0 199838 225276 225276 149479 149479 440223 114080 209730 116413 2423567 1859317 269044 295206 84419 67469 7455 9495 261692 187520 36460 37712 281910 195727 45905 40278 5431 5431 37196 37196 308404 227184 5999 75221 64447 40793 604 23050 252902 102755 9830 140317 803229 634305 66049 102875 55293 34168 968 20157 176176 176176 217305 176001 15491 25813 36233 28474 4139 3620 STAFF DEVELOPMENT 6245 5795 450 CLIENT SERVICES 636 636 40969 25136 4600 11233 5871032 4250291 713470 907271 X 865081 273415 0 591666 164 105 1186916 342630 975849 2883735 446357 324558 117482 148751 3396759 2722730 873934 674029 1263204 4135865 361534 131744 2335775 1869556 7561215 10510973 365783 218065 68942 161 3394229 2710878 3828954 2929104 X 2127527 5866022 1604734 1715847 3732261 7581869 7561215 10510973 3686076 163532 0 X X 0 1 X 1 0 X 3001014 4836385 6038794 5248791 9273907 28398891 3001014 4836385 6038794 5248791 9273907 28398891 4393427 24005464 8288 1268 741 2518 28028 40843 3520 1520 12240 3520 20800 43505 9650 47309 103417 54184 258065 28718599 776594 0.83590 0.92600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE - 2021 AMOUNT: $ 37,799. 2022 AMOUNT: $ 94,668. 2023 AMOUNT: $ 41,360. OTHER INCOME - 2019 AMOUNT: $ 43,505. 2020 AMOUNT: $ 9,650. 2021 AMOUNT: $ 9,510. 2022 AMOUNT: $ 8,749. 2023 AMOUNT: $ 12,824. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 200 0 0 200 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. 161831 8191 11939 158083 157401 4430 161831 163409 19 6027 157401 271280 17 107888 163409 266585 4695 271280 1.00000 0 0 2695842 2048279 647563 700917 674451 26466 674029 FINANCE LEASE RIGHT-OF-USE ASSETS 53520 OPERATING LEASE RIGHT-OF-USE ASSETS 1816036 1869556 ANNUITY PAYMENT OBLIGATIONS 13167 OPERATING LEASE LIABILITIES 2648806 FINANCE LEASE LIABILITIES 48905 2710878 X 9722590 163532 1950 165482 9557108 0 9557108 5872982 1950 1950 5871032 0 5871032 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 2021. GALA 1354975 1073862 281113 215124 13000 ALZHEIMER'S WALK 522478 522478 5 800083 701258 98825 1560 68944 2500 37450 2677536 2297598 379938 1560 284068 15500 37450 338578 41360 1 US AGAINST ALZHEIMER'S 5614 CONNECTICUT AVENUENW288 WASHINGTON DC 20015 450672514 100000 0 GRANT AWARD FOR THE FUNDRAISING EFFORTS OF THE CARING TO REMEMBER EVENT ALZHEIMER'S ASSOCIATION 60 E 42ND STREET 2240 NEW YORK NY 10165 133039601 100000 0 GRANT AWARD FOR THE FUNDRAISING EFFORTS OF THE CARING TO REMEMBER EVENT BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENER DRIVE CLARKSBURG MD 20871 237337229 15000 0 SPONSORSHIP FOR BENEFIT CONCERT FOR CURES WANDERER'S SAFETY PROGRAM-INDIVIDUAL GRANTS UNDER $5,000 340 32039 FAIR MARKET VALUE FINANCIAL ASSISTANCE PROVIDED TO FAMILY AND OTHER CAREGIVERS 75 117440 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 247211 0 10000 0 0 0 12875 0 463 0 270549 0 0 0 STEPHANI L SHIVERS CIO & VP PROGRAM DEVELOPMENT 152250 0 5000 0 0 0 7863 0 447 0 165560 0 0 0 ALEX WONG CHIEF FINANCIAL OFFICER 132270 0 0 0 0 0 6835 0 13509 0 152614 0 0 0 PART I, LINE 7 THE PRESIDENT & CEO RECEIVED A NONFIXED DISCRETIONARY BONUS OF $10,000 APPROVED BY THE BOARD OF DIRECTORS. THE CHIEF INNOVATION OFFICER& VP PROGRAM DEVELOPMENT RECEIVED A NONFIXED DISCRETIONARY BONUS OF $5,000 APPROVED BY THE BOARD OF DIRECTORS. X 1 180 SELLING PRICE X 9 2261752 MARKET VALUE 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE ORGANIZATION USES "CHARITABLE ADULT RIDES & SERVICES" TO PROCESS OUR VEHICLE DONATIONS 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.