2026-04-10T13:33:50-05:00 2025-06-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-07-01 135564937 JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES INC JEWI 2125829100 463 7TH AVE 18TH FLOOR NEW YORK NY 10018 EVAN ZUCKERMAN CHIEF FINANCIAL OFFICER 2125829100 2026-05-15 1 1 FRANK SMITH P00639053 2125038800 2026-04-06 2024 2025-03-06 01:10:19Z EVAN ZUCKERMAN 463 7TH AVE 18TH FLOOR NEW YORK NY 10018 285402138 0 X THEJEWISHBOARD.ORG X 1921 NY FOR MORE THAN 150 YEARS, THE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES, INC. ("THE JEWISH BOARD") HAS BEEN HELPING NEW YORKERS REALIZE THEIR POTENTIAL AND LIVE AS INDEPENDENTLY AS POSSIBLE. WE PROMOTE RESILIENCE AND RECOVERY BY ADDRESSING ALL ASPECTS OF AN INDIVIDUAL'S LIFE INCLUDING BEHAVIORAL AND PHYSICAL HEALTH, FAMILY, HOUSING, EMPLOYMENT AND EDUCATION. ACROSS THE FIVE BOROUGHS, WE SERVE MORE THAN 35,000 NEW YORKERS EACH YEAR FROM ALL RELIGIOUS, ETHNIC AND SOCIOECONOMIC BACKGROUNDS. THE JEWISH BOARD IS ONE OF THE LARGEST NON-PROFIT HUMAN SERVICES PROVIDER IN THE STATE OF NEW YORK, AND ONE OF THE LARGEST IN THE NATION. 58 58 2379 735 0 0 104993832 94112409 107592526 124068592 6330866 15992954 633363 344502 219550587 234518457 16849558 17965450 0 0 156071938 148811578 0 0 2808385 63500879 57512034 236422375 224289062 -16871788 10229395 254483830 241525942 145505788 133934940 108978042 107591002 X TO EMPOWER NEW YORKERS, PROVIDING INTEGRATED MENTAL HEALTH AND SOCIAL SERVICES WITH COMPASSION AND EXPERTISE. 0 0 50522545 453605 50302117 COMMUNITY BEHAVIORAL HEALTH SERVICES:THE JEWISH BOARD'S COMMUNITY BEHAVIORAL HEALTH SERVICES DIVISION PROVIDES 6 BEHAVIORAL HEALTH CLINICS AND NUMEROUS SATELLITE LOCATIONS ACROSS THE FIVE BOROUGHS THAT SUPPORT 25,000 PEOPLE A YEAR WITH COUNSELING SERVICES, BOTH IN PERSON AND VIA TELEHEALTH. WE ALSO OPERATE COMMUNITY BEHAVIORAL HEALTH HUBS IN BROOKLYN, STATEN ISLAND, AND THE BRONX THAT PROVIDE ONE-STOP MENTAL HEALTH SERVICES, AND FOR ADULTS WITH PERSISTENT MENTAL ILLNESS, WE OFFER DAY TREATMENT PROGRAMS WITH COUNSELING, VOCATIONAL SUPPORT, AND SOCIAL ENGAGEMENT. OUR CARE COORDINATION SERVICES ENSURE CLIENTS ARE ABLE TO ACCESS ALL OF THE BENEFITS THEY NEED TO PROMOTE HEALTH AND WELLNESS. 49799237 14142881 13450457 ADULT AND FAMILY RESIDENTIAL SERVICES:OUR ADULT AND FAMILY RESIDENTIAL SERVICES DIVISION OFFERS SAFE AND SECURE HOUSING FOR 1,200 ADULTS LIVING WITH MENTAL ILLNESS, EMPOWERING THEM TO LIVE IN THE COMMUNITY WITH AS MUCH INDEPENDENCE AS POSSIBLE, AND OUR FOUR DOMESTIC VIOLENCE SHELTERS PROVIDE A WELCOMING ENVIRONMENT WHERE SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN CAN BEGIN TO MAKE THE TRANSITION TO A NEW, INDEPENDENT LIFE. 42086257 1022446 28057590 YOUTH AND FAMILY SERVICES: THE JEWISH BOARD'S YOUTH AND FAMILY SERVICES DIVISION OFFERS A CONTINUUM OF MENTAL HEALTH AND FOSTER CARE SERVICES TO YOUTH FROM EARLY CHILDHOOD TO OLDER ADOLESCENTS AND YOUNG ADULTS, AND THEIR FAMILIES, IN SCHOOL, HOME, AND COMMUNITY RESIDENCE SETTINGS. WE SERVE AROUND 900 FAMILIES IN THEIR HOMES WITH PREVENTION SERVICES, OPERATE 6 RESIDENTIAL PROGRAMS ACROSS THE FIVE BOROUGHS, AND INCLUDING AN ASSERTIVE COMMUNITY TREATMENT PROGRAM FOR YOUNG ADULTS IN THREE BOROUGHS. 40096821 2346518 37293993 JEWISH SERVICES:OUR JEWISH SERVICES DIVISION OFFERS SUPPORT TO VULNERABLE INDIVIDUALSAND FAMILIES OF ALL DENOMINATIONS OF THE JEWISH FAITH AND THROUGHPARTNERSHIPS WITH LOCAL SYNAGOGUES. WE HELP JEWISH PEOPLE ACROSS NEWYORK CITY THROUGH MENTAL HEALTH PROGRAMS THAT COMBINE THE RICHNESS OFJEWISH TRADITIONS WITH SOCIAL WORK PRACTICES, DOMESTIC VIOLENCESERVICES, BEREAVEMENT COUNSELING AND SUPPORT, ADDICTION AND RECOVERYSUPPORT, AND MORE. IN ADDITION, ABOUT 128 INDIVIDUALS WITH INTELLECTUALAND DEVELOPMENTAL DISABILITIES RECEIVE SUPPORT FROM US IN KOSHER RESIDENTIAL AND COMMUNITY SETTINGS. 40096821 2346518 37293993 182504860 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0 0 1 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 1 498 0 1 2379 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA AR CT FL HI IL KS KY MD MA MI MN MS NH NJ NM ND OR PA RI SC TN UT WV WI X X EVAN ZUCKERMAN CFO 2125829100 463 7TH AVE 18TH FLOOR NEW YORK NY 10018 ADAM USDAN BOARD MEMBER 1.00 X 0 0 0 ALEXANDER GITOMER ASSISTANT TREASURER 1.00 X X 0 0 0 ALICE TISCH PRESIDENT EMERITA 1.00 X 0 0 0 ANDREW ELY BOARD MEMBER 1.00 X 0 0 0 ANDREW M LEVINE ASSITANT SECRETARY 1.00 X X 0 0 0 ANTHONY MANN PRESIDENT EMERITUS 1.00 X 0 0 0 ARTHUR LEONARD BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 AUDREY SPIEGEL BOARD MEMBER 1.00 X 0 0 0 BETH ANISMAN VICE PRESIDENT 2.00 X X 0 0 0 BRADFORD PECK BOARD MEMBER 1.00 X 0 0 0 CURITS S LANE BOARD MEMBER 1.00 X 0 0 0 DANIEL LEFFELL BOARD MEMBER 1.00 X 0 0 0 DAVID B EDELSON CHAIR 2.00 X X 0 0 0 DAVID EVERETT BOARD MEMBER 1.00 X 0 0 0 DOUGLAS HEITNER BOARD MEMBER 1.00 X 0 0 0 ELAINE ROCHA BOARD MEMBER 1.00 X 0 0 0 EMILY LEVY BOARD MEMBER 1.00 X 0 0 0 EMILY STEINMAN SECRETARY 2.00 X X 0 0 0 ERICA SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 FRANCES LEVY BOARD MEMBER 1.00 X 0 0 0 FREDRIC W YERMAN PRESIDENT EMERITUS 1.00 X 0 0 0 HARRIET GRUBER BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 HENRY FEUERSTEIN BOARD MEMBER 1.00 X 0 0 0 JAMIE BW STECHER PRESIDENT 2.00 X X 0 0 0 JANET GINSBERG BOARD MEMBER 1.00 X 0 0 0 JEAN TROUBH PRESIDENT EMERITA 1.00 X 0 0 0 JEB BENT BOARD MEMBER 1.00 X 0 0 0 JEFFREY SABER TREASURER 2.00 X X 0 0 0 JENNIFER L GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JENNY LYSS BOARD MEMBER 1.00 X 0 0 0 JILL WEISS BOARD MEMBER 1.00 X 0 0 0 JODI SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 JOHN A JR HERRMANN PRESIDENT EMERITUS 1.00 X 0 0 0 JOSHUA OBOLER BOARD MEMBER 1.00 X 0 0 0 JULIA H ARNSTEN BOARD MEMBER 1.00 X 0 0 0 KAREN SPAR KASNER BOARD MEMBER 1.00 X 0 0 0 KATE TRENTACOSTE BOARD MEMBER 1.00 X 0 0 0 KATHLEEN PIKE BOARD MEMBER 1.00 X 0 0 0 KEITH STEIN BOARD MEMBER 1.00 X 0 0 0 KYLE KOEPPEL MANN BOARD MEMBER 1.00 X 0 0 0 LAURIE LINDENBAUM VICE PRESIDENT 2.00 X X 0 0 0 LAURIE SPRAYREGEN VICE PRESIDENT 2.00 X X 0 0 0 LORI MALCOLM BOARD MEMBER 1.00 X 0 0 0 LOUISA CHAFEE BOARD MEMBER 1.00 X 0 0 0 LYNN KROLL VICE PRESIDENT 2.00 X X 0 0 0 MARGO AMGOTT BOARD MEMBER 1.00 X 0 0 0 MARGOT PINTO BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 MARK BURSTEIN VICE PRESIDENT 2.00 X X 0 0 0 MARK RACHESKY BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 MAX D JAWER BOARD MEMBER 1.00 X 0 0 0 MICHAEL EPSTEIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GLASSMAN BOARD MEMBER 1.00 X 0 0 0 MICHELE PHILIP BOARD MEMBER 1.00 X 0 0 0 RANMALI BOPITIYA BOARD MEMBER 1.00 X 0 0 0 RAUL RIVERA BOARD MEMBER 1.00 X 0 0 0 RODRIGO OLIVARES BOARD MEMBER 1.00 X 0 0 0 SETH BERGSTEIN BOARD MEMBER 1.00 X 0 0 0 SHELLEY ERLICH HOLM BOARD MEMBER 1.00 X 0 0 0 SHERI GELLMAN BOARD MEMBER 1.00 X 0 0 0 SKIP PRATT BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 STACY S KUHN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BERNHEIM VICE PRESIDENT 2.00 X X 0 0 0 STEVEN FASMAN PRESIDENT EMERITI 2.00 X 0 0 0 SUSAN SARNOFF BRAM BOARD MEMBER 1.00 X 0 0 0 EVAN ZUCKERMAN CHIEF FINANCIAL OFFICER 35.00 X 423629 0 35180 JEFFREY BRENNER CHIEF EXECUTIVE OFFICER 35.00 X 455564 0 47047 JOHN KASTAN CHIEF STRATEGY & INNOV. OFFICER 35.00 X 431629 0 6929 BESA BAUTA CHIEF INFORMATION OFFICER 35.00 X 324179 0 41672 HELENE ANN LAUFFER CHIEF OPERATIONS OFFICER 35.00 X 358442 0 62 NATALEE HILL CHIEF ADMINISTRATION OFFICER 35.00 X 272584 0 49929 REBECCA WULF CHIEF CLINICAL OFFICER 35.00 X 372679 0 31559 ANDREW WINT PEARSON CHIEF MEDICAL OFFICER 35.00 X 345463 0 50367 CARMELA FRIDMAN CHIEF PSYCHIATRY OFFICER 35.00 X 292426 0 54622 ELLEN JOSEM CHIEF LEGAL OFFICER 35.00 X 329713 0 247870 JULIA PINOVER KUPIEC CHIEF PUBLIC POLICY OFFICER 35.00 X 265617 0 34707 PAUL EDER PSYCHIATRIST 35.00 X 253072 0 44936 4124997 0 644880 152 0 1 0 CRANSTON DARRIS 90 STATE ST STE 500 ALBANY NY 12207 SIX SIGMA TRAINING 146269 STEPHEN FERRANTE 1 SKYLARK CT SOUTH HUNTINGTON NY 11716 INTERIM PROGRAM MANAGEMENT 107150 2 6180833 1108045 70939135 15884396 435185 94112409 COMMUNITY BEHAVIORAL HEALTH 624100 44975888 44975888 JEWISH SERVICES 624100 37293993 37293993 YOUTH AND FAMILY SERVICES 624100 28057590 28057590 ADULT AND FAMILY RESIDENTIAL 624100 13450457 13450457 MEDICARE INCOME 624100 290664 290664 124068592 2051686 2051686 83559 0 83559 83559 83559 59087182 5497767 49921548 722133 9165634 4775634 13941268 4775634 9165634 113000 1108045 240000 -127000 -127000 UNION FREE SCHOOL DISTRICT 624100 174667 174667 CELL TOWER INCOME 624100 128012 128012 INSURANCE AND OTHER SETTLEMENTS 624100 84723 84723 541 541 387943 234518457 129104157 0 11301891 17965450 17965450 2256184 2256184 110314716 95168065 13457808 1688843 4503803 3997082 456011 50710 21007383 18182639 2594065 230679 10729492 9202367 1410377 116748 988004 988004 189200 189200 387446 387446 8325832 4805291 3454895 65646 2392816 1705940 650663 36213 6299688 3089708 3169370 40610 14238582 13183626 1054262 694 289784 212596 59734 17454 931398 332540 259344 339514 2667041 705463 1961578 4308095 2737762 1570333 6352216 5686613 633251 32352 NON-OPERATING EXPENSES 1950000 1950000 SUPPLIES 1914519 1652356 200777 61386 REPAIRS AND MAINTENANCE 1805488 1009826 795662 RECRUITING 1334655 37732 1248774 48149 3137270 2640604 417279 79387 224289062 182504860 38975817 2808385 8893827 5241603 882641 220182 1512138 21532719 45610899 18738083 1394564 1695977 174296604 112620108 63079810 61676496 68781520 73046513 20053811 18737883 44274620 40636486 254483830 241525942 20768543 19782881 2822220 11950354 192337 399427 25292893 24109924 31000000 15000000 65429795 62692354 145505788 133934940 X 90275060 88698381 18702982 18892621 108978042 107591002 254483830 241525942 X 10229395 -1746876 -9761877 -107682 X X 0 1 X 1 1 1 X 84793629 104974876 115016452 104993832 94112409 503891198 84793629 104974876 115016452 104993832 94112409 503891198 503891198 1858186 2897174 2492322 2310731 2135245 11693658 492770 637467 1185115 813784 500943 3630079 519214935 599711084 0.97050 0.96950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 1,140. 2022 AMOUNT: $ 4,460. FUNDRAISING REVENUE - 2021 AMOUNT: $ 24,420. 2022 AMOUNT: $ 105,600. 2023 AMOUNT: $ 94,710. 2024 AMOUNT: $ 113,000. INSURANCE AND OTHER SETTLEMENTS - 2020 AMOUNT: $ 129,344. 2021 AMOUNT: $ 468,591. 2022 AMOUNT: $ 517,647. 2023 AMOUNT: $ 505,187. 2024 AMOUNT: $ 84,723. SUNDRY AND PUBLICATIONS - 2020 AMOUNT: $ 11,342. 2021 AMOUNT: $ 12,463. 2023 AMOUNT: $ 17,677. 2024 AMOUNT: $ 541. DISABILITY REIMBURSEMENT - CELL TOWER INCOME - 2020 AMOUNT: $ 177,011. 2021 AMOUNT: $ 131,993. 2022 AMOUNT: $ 117,229. 2023 AMOUNT: $ 104,914. 2024 AMOUNT: $ 128,012. UBIT REFUND - 2020 AMOUNT: $ 173,933. UNION FREE SCHOOL DISTRICT - 2022 AMOUNT: $ 440,179. 2023 AMOUNT: $ 90,125. 2024 AMOUNT: $ 174,667. MEANINGFUL USE INCOME - 2023 AMOUNT: $ 1,171. SCHEDULE A, PART II, LINE 12: DURING THE FISCAL YEAR, THE ORGANIZATION RECORDED PRIOR PERIOD ADJUSTMENT IN THE AMOUNT OF $9,761,877. THIS IS A CUMULATIVE ADJUSTMENT RELATED TO 6 PRIOR YEARS WHERE PROGRAM SERVICE REVENUE AND ACCOUNTS RECEIVABLE WERE OVERSTATED IN EACH OF THOSE PERIODS. IN ADDITION TO REPORTING THE PRIOR PERIOD ADJUSTMENT, ON FORM 990, PART XI, LINE 8, THE ORGANIZATION ALSO ADJUSTED SCHEDULE A, PART II, LINE 12 TO REFLECT THE CORRECT REVENUE AMOUNT FOR EACH PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 189200 0 0 189200 0 PART II-B, LINE 1: THE LOBBYING ACTIVITIES ARE FOR MORE FUNDING. FOR EITHER RATE INCREASES OR CONTRACTS, FOR OUR PROGRAMS BOTH AT STATE AND CITY LEVEL. 0 1 X 8439056 860783 9299839 7689783 749273 8439056 7193369 496414 7689783 8757493 -1029913 534211 7193369 7432175 1425073 99755 8757493 0.70595 0.29405 1 0 17471606 17471606 97892832 71290224 26602608 5182106 5170623 11483 41054091 36159261 4894830 12695969 12695969 61676496 BARINGS CORE PROPERTY 6441160 F BLACKSTONE 4140594 F THE WEATHERLOW OFFSHORE FUND I LTD 2464539 F IRONWOOD INTERNATIONAL LTD 3767507 F HARBOURVEST 1924083 F 18737883 OPERATING LEASE RIGHT-OF-USE ASSETS 34808685 OTHER ASSETS 60771 PPE MASK 117384 SECURITY DEPOSITS 2172096 SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 3477550 40636486 ACCRUED PENSION LIABILITIES 3488925 ACCRUED POSTRETIREMENT BENEFITS 5511720 LEASE LIABILITY 35693690 DUE TO GOVERNMENT AGENCIES 17998019 62692354 X 232770752 -1746876 680364 -293747 -1360259 234131011 387446 387446 234518457 224288233 680364 680364 223607869 387446 293747 681193 224289062 PART IV, LINE 2B: THE ESCROW ACCOUNTS REPRESENT LIABILITY BALANCES FOR PNA (PERSONAL NEED ASSISTANCE) FUNDS RECEIVED FROM SSA AND/OR THE CLIENTS, AND FUNDS WHICH HAVE BEEN SET ASIDE INTO "BURIAL" ACCOUNTS. PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. THE BOARD OF TRUSTEES OF THE JEWISH BOARD HAS ADOPTED THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NYPMIFA"). NYPMIFA MOVES AWAY FROM THE "HISTORICAL DOLLAR VALUE" STANDARD, AND PERMITS CHARITIES TO APPLY A SPENDING POLICY TO ENDOWMENTS BASED ON CERTAIN SPECIFIED STANDARDS OF PRUDENCE. IN ACCORDANCE WITH NYPMIFA, THE JEWISH BOARD CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. PART X, LINE 2: THE JEWISH BOARD BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRASING EXPENSE -293,747. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRASING EXPENSE 293,747. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 6232046 0 0 0 0 0 0 6232046 0 6232046 0 0 0 0 0 0 SCHEDULE J, PART I: POSITIONS LISTED IN THE CARIBBEAN ARE TWO ALTERNATIVE INVESTMENT HEDGE FUND OF FUNDS WITH GLOBAL DIVERSIFIED INVESTMENT EXPOSURE. THESE HOLDINGS ARE IN OFFSHORE INVESTMENT VEHICLES DOMICILED IN CURACAO AND THE CAYMAN ISLANDS. SPRING BENEFIT 2025 1221045 1108045 113000 65000 78000 97000 1221045 1108045 113000 65000 78000 97000 240000 -127000 FORM 990, SCHEDULE G, PART II: THE ORGANIZATION HAD THE CYCLE OF SUPPORT WHICH IS AN ANNUAL BIKE RIDE FUNDRAISING THAT SUPPORTS MENTAL HEALTH SERVICES FOR KIDS AT THE JEWISH BOARD. IT IS OPEN TO EVERYONE AND ALL FITNESS LEVELS, FEATURING 10, 20, AND 52-MILE ROUTES, FOLLOWED BY A CELEBRATORY BBQ LUNCH. THIS EVENT IS NOT REPORTED IN SCHEDULE G PART II, SINCE IT DOES NOT MEET THE REPORTING REQUIREMENTS BY THE IRS. 1 FINANCIAL ASSISTANCE TO INDIVIDUALS 10788 17965450 PART I, LINE 2: THE JEWISH BOARD PROVIDES FINANCIAL ASSISTANCE ON BEHALF OF CLIENTS IN OUR PROGRAMS. THE FINANCIAL ASSISTANCE INCLUDES RENT, FOOD AND UTILITIES. PROGRAM MANAGERS MONITOR THAT FUNDS ARE DISBURSED IN ACCORDANCE WITH PROGRAM PURPOSE AND GUIDELINES. NO FUNDS ARE DISBURSED DIRECTLY TO CLIENTS. X X X X 1 1 0 0 0 0 0 0 0 ELLEN JOSEM CHIEF LEGAL OFFICER 320486 0 0 0 9227 0 199960 0 47910 0 577583 0 0 0 JEFFREY BRENNER CHIEF EXECUTIVE OFFICER 454644 0 0 0 920 0 10013 0 37034 0 502611 0 0 0 EVAN ZUCKERMAN CHIEF FINANCIAL OFFICER 404929 0 0 0 18700 0 0 0 35180 0 458809 0 0 0 JOHN KASTAN CHIEF STRATEGY & INNOV. OFFICER 71854 0 0 0 359775 0 0 0 6929 0 438558 0 0 0 REBECCA WULF CHIEF CLINICAL OFFICER 370271 0 0 0 2408 0 16744 0 14815 0 404238 0 0 0 ANDREW WINT PEARSON CHIEF MEDICAL OFFICER 345463 0 0 0 0 0 7538 0 42829 0 395830 0 0 0 BESA BAUTA CHIEF INFORMATION OFFICER 324179 0 0 0 0 0 2528 0 39144 0 365851 0 0 0 HELENE ANN LAUFFER CHIEF OPERATIONS OFFICER 43412 0 0 0 315030 0 0 0 62 0 358504 0 0 0 CARMELA FRIDMAN CHIEF PSYCHIATRY OFFICER 292426 0 0 0 0 0 9196 0 45426 0 347048 0 0 0 NATALEE HILL CHIEF ADMINISTRATION OFFICER 272584 0 0 0 0 0 8305 0 41624 0 322513 0 0 0 JULIA PINOVER KUPIEC CHIEF PUBLIC POLICY OFFICER 265617 0 0 0 0 0 0 0 34707 0 300324 0 0 0 PAUL EDER PSYCHIATRIST 253072 0 0 0 0 0 7780 0 37156 0 298008 0 0 0 PART I, LINES 4A-B REBECCA WULF RECEIVED A 457(F) CONTRIBUTION FOR $6,731 AND IT IS REPORTED IN COLUMN (C). THE ORGANIZATION PAID SEVERANCE PAYMENTS TO JOHN KASTAN, CSO, AND HELENE ANN LAUFFER, COO, AND THEY ARE INCLUDED IN COLUMN B(III). SCHEDULE J, PART II, COLUMN B(III): THE AMOUNT REPORTED IN OTHER COMPENSATION ON PART II, COLUMN B(III) REPRESENTS PAYMENTS FOR HEALTH COVERAGE, CELL PHONE ALLOWANCE, AND VACATION BUY-OUT. X 7 435185 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 FRED YERMAN, PRESIDENT EMERETI AND ACTIVE BOARD MEMBER, AND EMILY STEINMAN, A BOARD MEMBER AND SECRETARY, HAVE A FAMILY RELATIONSHIP. FRANCES LEVY, BOARD MEMBER AND EMILY LEVY ALSO HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990 AND IT IS REVIEWED BY MANAGEMENT. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE FOR CORRECTNESS AND COMPLETENESS OF INFORMATION. ALL BOARD MEMBERS RECEIVE A COPY OF THE FINAL DRAFT. SUFFICIENT TIME IS GRANTED FOR ANY AND ALL QUESTIONS/INQUIRIES OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD TRUSTEES AND SENIOR STAFF WITH AGENCY WIDE RESPONSIBILITIES COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. THE AUDIT COMMITTEE VERIFIES THAT ALL FORMS HAVE BEEN SUBMITTED. ANY INDICATIONS OF POTENTIAL OR REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY THE GENERAL COUNSEL AND, IF APPROPRIATE, BY THE AUDIT COMMITTEE OR THE BOARD. PERSONS WITH CONFLICTS ABSTAIN FROM THE DISCUSSION AND VOTES ON CONFLICTED MATTERS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION OF MEMBERS OF THE SENIOR EXECUTIVE TEAM IS REVIEWED ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD, UTILIZING MARKET ANALYSIS AND OTHER COMPARATIVE INFORMATION DEVELOPED BY INDEPENDENT CONSULTANTS. SALARY DECISIONS ARE SUBSEQUENTLY REPORTED TO THE FULL BOARD OF TRUSTEES, WHO HAVE THE OPPORTUNITY IN CLOSED SESSION TO HAVE FURTHER DISCUSSION ABOUT THE RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: POST-RETIREMENT CHANGES OTHER THAN NET PERIODIC COSTS -107,682. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.