2025-11-17T14:38:04-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-01-01 132574845 MENTAL HEALTH ASSOCIATION OF ROCKLAND COUNTY INC MENT 8452672172 140 ROUTE 303 A VALLEY COTTAGE NY 10989 VICTORIA PENINO CFO 8452672172 2025-11-16 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-11-16 2024 2025-03-06 01:10:19Z X VICTORIA PENINO 140 ROUTE 303 A VALLEY COTTAGE NY 10989 4462583 0 X WWW.MHAROCKLAND.ORG X 1955 NY TO PROVIDE PREVENTIVE, SUPPORTIVE, TREATMENT AND ADVOCACY MENTAL HEALTH SERVICES TO CHILDREN AND ADULTS, IN OUR COMMUNITY. X 9 9 129 9 0 0 5099867 1632387 6622908 2825021 16608 195 1526 4980 11740909 4462583 0 2378389 0 0 8029078 3314598 0 0 5247 3755690 2090037 11784768 7783024 -43859 -3320441 6602399 0 2697130 0 3905269 0 X TO PROVIDE MENTAL HEALTH PREVENTIVE, SUPPORTIVE, TREATMENT AND ADVOCACY SERVICES TO CHILDREN & ADULTS IN OUR COMMUNITY. 0 1 1782884 788741 RESIDENTIAL SERVICES - PROVIDES COMMUNITY RESIDENTIAL SERVICES TO PEOPLE WITH MENTAL ILLNESSES AND ADDICTIVE DISEASES. 1699198 679245 CARE (FORMERLY CASE) MANAGEMENT - PROVIDES CARE COORDINATION SERVICES FOR ADULTS AND CHILDREN WITH MENTAL ILLNESS AND OTHER CHRONIC HEALTH CONDITIONS INCLUDING: A) LINKAGES TO MEDICAL AND OTHER HEALTH SERVICES B) ADVOCACY SERVICES C) HELP WITH APPLYING FOR INSURANCE ENTITLEMENTS. 1558203 1353434 ADULT SERVICES - PROVIDES OUTPATIENT AND CLINICAL REHABILITATIVE MENTAL HEALTH SERVICES TO THOSE IN A DAY SETTING AS WELL AS IN THE COMMUNITY VIA OUR INTERDISCIPLINARY MOBILE TEAM. 3601 PRIVATE AND CLIENT FEE 1790296 2378389 4980 OTHER PROGRAMS 1790296 2378389 8581 6830581 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 31 0 1 129 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X VICTORIA PENINO CFO 8452672172 140 ROUTE 303 SUITE A VALLEY COTTAGE NY 10989 DEBORAH RIZZI CHAIR 0.50 5.10 X X 0 0 0 ELIZABETH FALCO 1ST VICE CHAIR 0.50 5.10 X X 0 0 0 GERRI S ZABUSKY SECRETARY 0.50 5.10 X X 0 0 0 LORI GRUEBEL DIRECTOR 0.50 5.10 X 0 0 0 MARY BETH FEERICK BENEDETTO DIRECTOR 0.50 5.10 X 0 0 0 PATRICE INGRASSIA DIRECTOR 0.50 5.00 X 0 0 0 RAGHUNATH MEHTA DIRECTOR 0.50 5.10 X 0 0 0 ROBERT BAKER 2ND VICE CHAIR 0.50 0.10 X X 0 0 0 ROBERTA ANDERSON DIRECTOR 0.50 0.10 X 0 0 0 SHAYNA FEUER DIRECTOR 0.00 5.00 X 0 0 0 STEVE RABINOWITZ DIRECTOR 0.00 X 0 0 0 TRACEY WILMOT DIRECTOR 0.00 X 0 0 0 WILLIAM J WEBER TREASURER 0.50 5.10 X X 0 0 0 YVONNE TROPP-EPSTEIN DIRECTOR 0.00 X 0 0 0 SHARON JENNINGS CFO (OUTGOING) 34.00 1.00 X 62448 0 10689 SONIA WAGNER EXECUTIVE VP 35.00 X 54917 0 10336 STACEY ROBERTS CEO 1.00 35.00 X 251943 0 113129 STEPHANIE MADISON PRESIDENT & CEO (OUTGOING) 34.00 1.00 X 93820 0 17957 VICTORIA PENINO DEPUTY CFO 1.00 35.00 X 202730 0 30795 665858 0 182906 2 0 1 0 0 1526192 106195 1632387 ADULT SERVICES 623000 1353434 1353434 RESIDENTIAL SERVICES 623000 788741 788741 CARE MANAGEMENT 623000 679245 679245 PRIVATE AND CLIENT FEE 623000 3601 3601 2825021 195 195 MISCELLANEOUS REVENUE 900099 4980 4980 4980 4462583 2830001 0 195 2378389 2378389 250167 65253 184914 2331057 1980763 350294 72536 66783 5753 399358 334250 65108 261480 210550 50930 11948 11948 91280 32787 58429 64 60252 47929 12093 230 774415 716375 57940 100 24329 23662 667 19098 4695 14403 68489 65405 3084 101375 61653 39722 BAD DEBT EXPENSE 378158 378158 REPAIRS AND MAINTENANCE 232735 182042 48790 1903 FOOD 62127 60560 131 1436 265831 209379 54938 1514 7783024 6830581 947196 5247 1365768 0 188437 0 0 2344519 0 0 0 0 0 253025 0 0 625937 0 157599 0 0 0 0 1667114 0 6602399 0 857602 1306309 179885 224663 128671 0 2697130 0 X 3877146 0 28123 0 3905269 0 6602399 0 X -3320441 3265 -588093 X X 0 1 X 1 0 X 5910950 3983058 4268523 5099867 1632387 20894785 7137842 7136605 7583279 6622908 2825021 31305655 13048792 11119663 11851802 11722775 4457408 52200440 2800 4350 3398 10548 0 2800 4350 3398 10548 52189892 4968 16 599 108 195 5886 4968 16 599 108 195 5886 28190 218981 91028 1526 4980 344705 13081950 11338660 11943429 11724409 4462583 52551031 0.99310 0.99340 0.00010 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 28,190. 2021 AMOUNT: $ 15,709. 2022 AMOUNT: $ 91,028. 2023 AMOUNT: $ 1,526. 2024 AMOUNT: $ 4,980. PRIOR YEAR REVENUE - 2021 AMOUNT: $ 203,272. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 X 4465848 3265 3265 4462583 0 4462583 5431051 26416 26416 5404635 2378389 2378389 7783024 PART X, LINE 2: THE AGENCY BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF MAY 31, 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUE 168,865. CONSOLIDATING ELIMINATIONS -168,865. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES 195,281. CONSOLIDATING ELIMINATIONS -168,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT TO RELATED ORGANIZATION 2,378,389. 1 GREATER MENTAL HEALTH OF NEW YORK INC 580 WHITE PLAINS ROAD SUITE 510 TARRYTOWN NY 105915198 131740002 501(C)(3) 0 2378389 APPRAISE VALUE NET ASSETS NET ASSETS TRANSFER DUE TO MERGER, SEE SCHEDULE N FOR MORE DETAILS 1 0 PART I, LINE 2: GRANT WAS GIVEN TO RELATED ORGANIZATION AND IS MONITORED BY THE RELATED BOARD. 0 0 0 0 0 0 0 0 0 STACEY ROBERTS CEO 245922 0 0 0 6021 0 52089 0 61040 0 365072 0 0 0 VICTORIA PENINO DEPUTY CFO 202446 0 0 0 284 0 30367 0 428 0 233525 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE OFFICERS IS ESTABLISHED BY THE BOARD OF THE RELATED ENTITY GREATER MENTAL HEALTH OF NEW YORK, INC. NET ASSETS 2024-06-01 2378389 FMV 131740002 GREATER MENTAL HEALTH OF NEW YORK INC 580 WHITE PLAINS ROAD TARRYTOWN NY 105915198 501(C)(3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: STACEY ROBERTSVICTORIA PENINODEBORAH RIZZIELIZABETH FALCOGERRI ZABUKSYLORI GRUEBELMARY BETH FEERICK BENEDETTORAGHUNATH MEHTAWILLIAM WEBER PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: STACEY ROBERTS IS CEO AND VICTORIA PENINO IS DEPUTY CFO FOR GREATER MENTAL HEALTH OF NEW YORK. THE OTHER BOARD MEMBERS LISTED ABOVE FORM PART OF THE BOARD OF DIRECTORS FOR GREATER MENTAL HEALTH OF NEW YORK. FORM 990, PART III, LINE 3 ON JUNE 1, 2024, THE AGENCY ENTERED INTO A BUSINESS COMBINATION WITH MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. (MHAW) TO FORM GREATER MENTAL HEALTH OF NEW YORK INC. AFTER THE TRANSFER, IT OPERATED IT'S PROGRAMS UNDER THE NEW ORGANIZATION'S EIN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS THOROUGHLY REVIEWED BY THE CFO, WHO THEN FORWARDS IT TO THE PRESIDENT/CEO AND THE FINANCE COMMITTE FOR REVIEW. THE FINANCE COMMITTEE THEN FORWARDS IT TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRPERSON OF THE BOD EVALUATES THE PERFORMANCE OF THE CEO. THE CHAIRPERSON RECOMMENDS THE COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE WHO DISCUSS AND APPROVES IT IN A CLOSED SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD ITEMS RECODED IN CURRENT YEAR FINANCIALS -588,093. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ROCKLAND MHA HOLDING INC 140 ROUTE 303 VALLEY COTTAGE NY 10989 271810521 OWNS AND MANAGES REAL PROPERTY TO ASSIST MHA IN FURTHERING ITS MISSION. NY 501(C)(3) LINE 12A, I MENTAL HEALTH ASSOCIATION OF ROCKLAND COUNTY INC (MHA) 1 GREATER MENTAL HEALTH OF NEW YORK INC 580 WHITE PLAINS ROAD TARRYTOWN NY 105915198 131740002 PROVIDES CLINICAL SERVICES, HOUSING, AND ADULT RECOVERY-ORIENTED SERVICES NY 501(C)(3) LINE 7 N/A 0 RUTHERFORD PROPERTIES INC 580 WHITE PLAINS ROAD SUITE 510 TARRYTOWN NY 10591 132979968 REAL ESTATE HOLDING COMPANY NY N/A C 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0