2026-05-11T10:57:45-05:00 2025-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-07-01 131740041 SHIELD OF DAVID INC SHIE 7189398700 144-61 ROOSEVELT AVENUE FLUSHING NY 11354 MARNI SUSSMAN EXECUTIVE DIRECTOR 7182692023 2026-05-08 1 0 DOUGLAS FARRINGTON P00370668 2125038800 2026-05-08 2024 2025-03-06 01:10:19Z THE SHIELD INSTITUTE MARNI SUSSMAN 144-61 ROOSEVELT AVENUE FLUSHING NY 11354 33087198 0 X WWW.SHIELD.ORG X 1923 NY SHIELD OF DAVID, INC. PROVIDES _EDUCATIONAL/OTHER SERVICES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. ALSO KNOWN AS "THE SHIELD INSTITUTE" - "A NOT FOR PROFIT CORPORATION". OUR MISSION IS TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES. OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL FLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES' LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN. 10 10 352 10 0 0 1758199 1313535 28762597 31773653 79842 10 917413 0 31518051 33087198 0 0 0 0 21218085 23228409 0 0 755 11366261 11388929 32584346 34617338 -1066295 -1530140 24907151 23580118 17130256 15475233 7776895 8104885 X ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATIONAL AND OTHER SERVICES TO INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED. OUR MISSION IS TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES. OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL-FLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES' LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN. 0 0 15868850 15314770 EDUCATION SERVICES / SCHOOL PROGRAMS: PROVIDED TO OVER 420 STUDENTS. PRESCHOOL PROGRAM PROVIDES MULTIDISCIPLINARY EVALUATIONS, SPECIAL EDUCATION AND RELATED SERVICES TO CHILDREN, AGES 3 TO 5 IN A CHILD CENTERED CLASSROOM SETTING. SPECIALIZED INSTRUCTION FOR CHILDREN WHO DISPLAY CHARACTERISTICS ON THE AUTISM SPECTRUM INCLUDE STRUCTURED TEACHING, AIDED LANGUAGE, AND VISUAL SUPPORTS. PRESCHOOL ALSO INCLUDES INTEGRATED CLASSES THAT PROVIDE AN OPPORTUNITY FOR CHILDREN WITH SPECIAL NEEDS TO LEARN AND PLAY WITH TYPICALLY DEVELOPING CHILDREN. ALSO, OUR SCHOOL AGE PROGRAM PROVIDES SPECIAL EDUCATION PROGRAMMING, PERSON CENTERED PLANNING, SPEECH, COUNSELING, OCCUPATIONAL AND PHYSICAL THERAPY TO CHILDREN AGES 6 TO 21 WHO HAVE BEEN DIAGNOSED WITH A DEVELOPMENTAL DISABILITY. 12435736 14307696 DAY HABILITATION / SUPPORT SERVICES: FULL TIME ADULT DAY AND SUPPLEMENTAL EVENING PROGRAMS SERVING OVER 500 CLIENTS WHERE WE PROVIDE SUPPORT FOR A VARIETY OF GROUP AND INDIVIDUAL INTEREST AND LIFE GOALS. CENTER BASED AND COMMUNITY ACTIVITIES PROVIDE LIFE EXPERIENCES TO ENHANCE OPPORTUNITY, INDEPENDENCE AND INCLUSION IN THE COMMUNITIES. SATURDAY SERVICES PROVIDE ENHANCED OPPORTUNITIES FOR SOCIALIZATION, RECREATION AND COMMUNITY INCLUSION. SUPPLEMENTAL SERVICES ARE PROVIDED FOR INDIVIDUALS WHO ARE INVOLVED IN OTHER DAY ACTIVITIES TO ENHANCE THEIR ABILITY TO PARTICIPATE IN THE COMMUNITY. 2487637 2151187 CLINIC & OTHER FUNDING SOURCES: PROVIDED TO OVER 650 CHILDREN AND ADULTS WITH DEVELOPMENTAL DELAY/DISABILITIES. SERVICES PROVIDED INCLUDE PSYCHOLOGICAL, SOCIAL WORK, SPEECH, REHABILITATIVE COUNSELING, OCCUPATIONAL, PHYSICAL THERAPY AND NUTRITIONAL COUNSELING TO INDIVIDUALS AND GROUPS. SPECIALTY SERVICES INCLUDE AUGMENTATIVE COMMUNICATION, EVALUATION AND TREATMENT, EATING AND SWALLOWING EVALUATION AND TREATMENT AND PSYCHOSEXUAL ASSESSMENT AND TREATMENT. 30792223 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 352 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X LISA STEWART CONTROLLER 7182692023 144-61 ROOSEVELT AVE FLUSHING NY 11354 ANITA FRIEDMAN MEMBER 2.00 X 0 0 0 AROZA SANJANA MEMBER 2.00 X 0 0 0 BARRY GOODMAN MEMBER (OUTGOING) 2.00 X 0 0 0 BIJAN SAFAI MEMBER (OUTGOING) 2.00 X 0 0 0 CONNIE SCHRAFT VICE PRESIDENT 2.00 X X 0 0 0 JOSE NUNEZ MEMBER 2.00 X 0 0 0 KEVIN GENIRS TREASURER 2.00 X X 0 0 0 LORI REINSBERG PRESIDENT 2.00 X X 0 0 0 LOUISE YOUNG MEMBER 2.00 X 0 0 0 LAURIE SPRAYREGEN SECRETARY 2.00 X X 0 0 0 MICHAEL FRANCO MEMBER (OUTGOING) 2.00 X 0 0 0 TIM GENIRS MEMBER 2.00 X 0 0 0 TONI BERNSTEIN MEMBER 2.00 X 0 0 0 LISA J STEWART CONTROLLER 35.00 X 135280 0 53436 MARNI SUSSMAN EXEC. DIRECTOR 35.00 X 229133 0 19915 ELIZABETH LAMARCA ASSOCIATE EXEC. DIRECTOR 35.00 X 162135 0 49226 JOCELYN ALLEN HUMAN RESOURCE DIRECTOR 35.00 X 133909 0 33696 JOYCE SULIT PRINCIPAL 35.00 X 118132 0 46916 NATALIE VARGAS PRINCIPAL 35.00 X 130266 0 25955 TERESA LANNELLO TEACHER 34.00 X 119881 0 15212 1028736 0 244356 25 0 1 0 MHH CLINICAL SERVICES PLLC 76-49 HEWLETT STREET NEW HYDE PARK NY 11040 CLINICAL SERVICES 376301 MSP NETWORKS LLC 1111 BROADHOLLOW RD SUITE 202 FARMINGDALE NY 11735 IT SERVICES 349427 JAIME RESTREPO 67-38 108TH STREET FOREST HILLS NY 11375 SPEECH LANGUAGE PATHOLOGIST 151875 RICHARD ZELHOF 9533 E COVEY TRL SCOTTSDALE AZ 85262 CLINICAL SERVICES 145300 GENNCIS ROSADO 4 SADORE LANE APT 1R YONKERS NY 10710 SPEECH LANGUAGE PATHOLOGIST 144125 5 1064172 249363 1313535 NYS/NYC DEPT. OF EDUCATION 624100 15314770 15314770 DISABILITIES (OPWDD/MEDICAID) 624100 14307696 14307696 CLINIC & OTHER FUNDING SOURCES 624100 2151187 2151187 31773653 10 10 33087198 31773653 0 10 448755 448755 14927795 14021738 906057 3344063 2733661 610402 3049757 2514065 535692 1458039 1184590 273449 57666 57666 2902476 2233593 668883 534702 510411 24291 2209389 2169227 40162 4055090 4055090 250856 177924 72932 307496 274518 32978 158979 126308 32671 REPAIR AND MAINTENANCE 300942 274119 26823 BAD DEBT 210186 210186 EQUIPMENT RENTAL 120449 94943 25506 MISCELLANEOUS 118087 82118 35969 162611 129732 32124 755 34617338 30792223 3824360 755 333648 425134 783346 2756531 3192501 1233366 6307576 6235526 169933 191537 6477902 2787569 5216499 3690333 2000 8903648 9045691 24907151 23580118 2497562 2096327 3364453 3153851 11268241 10225055 17130256 15475233 X 7507531 7904356 269364 200529 7776895 8104885 24907151 23580118 X -1530140 1858130 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50300 50300 4251804 1322559 2929245 312221 214925 97296 1330628 1250085 80543 532949 532949 3690333 SECURITY DEPOSITS 22188 RIGHT-OF-USE ASSETS 7713645 ASSETS HELD FOR SALE 1309858 9045691 DUE TO FUNDING SOURCES 689623 ACCRUED PENSION BENEFITS 647377 LEASE LIABILITIES 8888055 10225055 X 33087198 0 33087198 0 33087198 34617338 0 34617338 0 34617338 PART X, LINE 2: C. THE SHIELD BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SHIELD INSTITUTE DOES NOT HAVE A PERIOD OF SOLICITATION FOR STUDENTS OR A PERIOD OF REGISTRATION FOR STUDENTS. STUDENTS ARE REFERRED THROUGH THE DEPARTMENT OF EDUCATION BY THE LOCAL PUBLIC SCHOOL DISTRICTS ON AN ONGOING BASIS. SCHEDULE E, PART I, LINE 6 THE SHIELD RECEIVES FINANCIAL AID THROUGH TUITION RATES FROM THE STATE EDUCATION DEPARTMENT. X X X X 0 0 0 0 0 0 0 0 0 MARNI SUSSMAN EXEC. DIRECTOR 229133 0 0 0 0 0 4982 0 14933 0 249048 0 0 0 ELIZABETH LAMARCA ASSOCIATE EXEC. DIRECTOR 162135 0 0 0 0 0 14153 0 35073 0 211361 0 0 0 LISA J STEWART CONTROLLER 135280 0 0 0 0 0 12516 0 40920 0 188716 0 0 0 JOCELYN ALLEN HUMAN RESOURCE DIRECTOR 132909 0 0 0 1000 0 21483 0 12213 0 167605 0 0 0 JOYCE SULIT PRINCIPAL 118132 0 0 0 0 0 3164 0 43752 0 165048 0 0 0 NATALIE VARGAS PRINCIPAL 130266 0 0 0 0 0 3311 0 22644 0 156221 0 0 0 SCHEDULE J, PART II, LINE (B)(III): THE AMOUNT IN THIS COLUMN INCLUDES A SUPPLEMENTAL PAYMENT FOR OPTING OUT FROM A MEDICAL PLAN. FORM 990, PART VI, SECTION A, LINE 2 JOSE NUNEZ, MEMBER, AND AROZA SANJANA, MEMBER, HAVE A FAMILY RELATIONSHIP. KEVIN GENIRS, MEMBER, AND TIM GENIRS, MEMBER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURN IS PREPARED BY INDEPENDENT ACCOUNTANT AND REVIEWED BY MANAGEMENT BEFORE PROVIDING IT TO THE BOARD. ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A DRAFT OF THE FORM 990 WITH SUFFICIENT TIME FOR QUESTIONS AND INQUIRIES PRIOR TO FILING OF THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SHIELD INSTITUTE COMPLIANCE PLAN REQUIRES ALL MEMBERS OF THE BOARD AND SENIOR STAFF WITH AGENCY WIDE RESPONSIBILITIES TO COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. ANY INDICATIONS OF POTENTIAL OR REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS, DISCUSSED WITH THE INDIVIDUALS INVOLVED AND RESOLVED. IF CONFLICTS ARE EVIDENT, ALL STEPS ARE TAKEN TO REMOVE THE CONFLICT WHETHER IT REQUIRES A CHANGE IN STAFF PERSONS RESPONSIBILITES OR POSITION, OR A BOARD MEMBER RESIGNING AT A MINIMUM EXCUSING THEMSELVES FROM THE CONFLICT ISSUES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS EVALUATED AND REVIEWED BY THE PRESIDENT OF THE BOARD IN CONJUNCTION WITH THE FULL BOARD AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER COMPONENTS OF NET PERIODIC PENSION 132,516. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 1,725,614. FORM 990, PART XII, LINE 2C: THE SHIELD'S AUDIT COMMITTEE ASSUMES OVERSIGHT OF THE AUDIT, FINANCIAL STATEMENTS, AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.