2024-11-14T14:43:35-06:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-01-01 131740002 GREATER MENTAL HEALTH OF NEW YORK INC F/K/N MENTAL HEALTH ASSOCIATION OF WEST GREA 9143455900 580 WHITE PLAINS ROAD 510 TARRYTOWN NY 105915198 STACEY ROBERTS CEO 9143455900 2024-11-13 1 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-11-13 2023 2024-10-15 13:58:12Z X STACEY ROBERTS 580 WHITE PLAINS ROAD 510 TARRYTOWN NY 105915198 34426029 0 X WWW. GREATERMENTALHEALTH.ORG X 1946 NY PROMOTE MENTAL HEALTH IN WESTCHESTER COUNTY THROUGH DIRECT SERVICES, CONSUMER ADVOCACY & COMMUNITY EDUCATION. 17 17 398 64 0 0 21913887 19661344 13577915 12789488 593227 616837 47485 155045 36132514 33222714 0 0 0 0 22723558 24341965 0 0 59757 10448460 11233862 33172018 35575827 2960496 -2353113 32226592 31074270 11375111 11412393 20851481 19661877 X PROMOTE MENTAL HEALTH IN WESTCHESTER COUNTY THROUGH DIRECT SERVICES, CONSUMER ADVOCACY & COMMUNITY EDUCATION. 0 0 16123644 10726580 CLINICAL SERVICES: AS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC MHA'S CLINICAL SERVICES OFFER A WHOLE-PERSON APPROACH, INTEGRATING MENTAL HEALTH AND SUBSTANCE USE TREATMENT, ALONG WITH PRIMARY HEALTH SCREENING AND CONNECTION TO PHYSICAL HEALTH CARE, EMPLOYMENT, EDUCATION, PEER SUPPORT, FAMILY SUPPORT AND TARGETED CASE MANAGEMENT. SERVICES ARE DELIVERED ONSITE AT LICENSED CLINICS THROUGHOUT WESTCHESTER AND ROCKLAND COUNTIES, IN SCHOOLS AND COMMUNITY LOCATIONS, AND UTILIZING TELEHEALTH, TO BEST MEET INDIVIDUALS' NEEDS. WE OFFER SERVICES FOR INDIVIDUALS ACROSS THE AGE SPAN, BEGINNING WITH CHILDREN AS YOUNG AS 3 YEARS OF AGE. OUR PERSON-CENTERED, TRAUMA-INFORMED SERVICES ADDRESS A RANGE OF BEHAVIORAL HEALTH ISSUES UTILIZING A MULTITUDE OF EVIDENCE-BASED PRACTICES, AND ATTENTION IS PAID TO THE UNIQUE NEEDS OF VETERANS AND THEIR FAMILIES. PROFESSIONALLY TRAINED STAFF INCLUDE SOCIAL WORKERS, PSYCHOLOGISTS, PSYCHIATRISTS, MENTAL HEALTH COUNSELORS, NURSES, CASACS AND PEER SUPPORT SPECIALISTS. WE ACCEPT SELF-PAY, MEDICAID, MEDICARE AND OTHER INSURANCE. NO ONE IS DENIED CLINIC SERVICE DUE TO INABILITY TO PAY. MORE THAN 3,250 INDIVIDUALS WERE SERVED DURING 2022. TOTAL EXPENDITURES WERE $16,123,644. 6144172 740285 HOUSING: RECOGNIZED BY THE NEW YORK STATE OFFICE OF MENTAL HEALTH (OMH) AS AN INNOVATIVE LEADER IN RECOVERY-FOCUSED SERVICES, MHA'S RESIDENTIAL PROGRAMS PROVIDE RESIDENTIAL AND CASE MANAGEMENT SUPPORT TO ADULTS (AGE 18 AND OVER) WHO HAVE BEEN DIAGNOSED WITH A SERIOUS MENTAL HEALTH CONDITION. THROUGH COLLABORATIVE PERSON-CENTERED GOAL DEVELOPMENT, CONNECTION TO EMPLOYMENT AND OTHER SUPPORTS, OUR SERVICES PROMOTE RECOVERY AND INDEPENDENT LIVING. PROGRAM PARTICIPANTS RECEIVE ASSISTANCE WITH ENTITLEMENTS, MONEY MANAGEMENT, SERVICE COORDINATION AND THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS. IN 2022, MHA PROVIDED SUPPORT AND HOUSING FOR MORE THAN 280 INDIVIDUALS. TOTAL EXPENDITURES WERE $6,144,172. 5730837 1041451 ADULT RECOVERY-ORIENTED SERVICES: MHA'S PEER, REHABILITATION, EMPLOYMENT, CARE MANAGEMENT AND CLINICAL STAFF PROVIDE AN ARRAY OF SERVICES FOR ADULTS WHO HAVE BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH CONDITION AND MAY HAVE EXPERIENCED ONE OR MORE HOSPITALIZATIONS OR MAY HAVE A HISTORY OF INCARCERATION OR SUBSTANCE USE. OUR SERVICES ARE FLEXIBLE, TAILORED TO THE NEEDS OF THE INDIVIDUAL AND, AS APPROPRIATE, INCORPORATE SUPPORT OF FAMILY AND FRIENDS AND CONNECTION TO SOCIAL AND OTHER SUPPORTS. OUR SERVICES PROMOTE RECOVERY AND PATHWAYS TOWARD ECONOMIC SELF-SUFFICIENCY, HEALTH AND INDEPENDENT LIVING. OUR INTENSIVE AND SUSTAINED ENGAGEMENT AND TREATMENT (INSET), HOME AND COMMUNITY BASED SERVICES (HCBS), RECOVERY NETWORKS, STERLING COMMUNITY CENTER, ADULT HOME PEER SUPPORT AND PEER TRAINING PROGRAMS SERVED MORE THAN 560 INDIVIDUALS IN 2022. OUR CARE MANAGEMENT SERVICES, UNIQUELY TAILORED TO MEET THE COMPREHENSIVE NEEDS OF EACH INDIVIDUAL, HELP PEOPLE BECOME - AND REMAIN - HEALTHY WHILE AVOIDING HOSPITALIZATION. CARE MANAGERS HELP INDIVIDUALS OBTAIN THE SERVICES THEY NEED, WHICH MAY INCLUDE SEEING MEDICAL SPECIALISTS, SUCCESSFULLY TRANSITIONING FROM AN INPATIENT HOSPITAL ADMISSION TO ANOTHER SETTING AND OBTAINING SOCIAL SUPPORTS SUCH AS HOUSING. ADDITIONAL SERVICES MAY INCLUDE FAMILY SUPPORT AND REFERRAL TO COMMUNITY AND SOCIAL SUPPORT SERVICES. IN 2022 WE SERVED 1000 INDIVIDUALS.OUR EMPLOYMENT SERVICES ASSIST INDIVIDUALS WHO HAVE BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH CONDITION PREPARE FOR, OBTAIN AND MAINTAIN EMPLOYMENT. IN 2022 MORE THAN 100 INDIVIDUALS PARTICIPATED IN OUR EMPLOYMENT SERVICES. TOTAL EXPENDITURES FOR ADULT RECOVERY-ORIENTED SERVICES WERE $ 5,730,837. 2757674 481452 OTHER PROGRAMS. 2757674 481452 30756327 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 127 0 1 398 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X VICTORIA PENINO - CFO 9143455900 580 WHITE PLAINS ROAD SUITE 510 TARRYTOWN NY 105915198 ANN M LAITMAN SECRETARY 5.00 X X 0 0 0 DAVID CARLUCCI DIRECTOR (OUTGOING) 5.00 X 0 0 0 DAVID FLEMISTER DIRECTOR 5.00 X 0 0 0 DAVID GERBER DIRECTOR 5.00 X 0 0 0 GERALD STERN SECRETARY 5.00 X X 0 0 0 GREG FRISOLI DIRECTOR 5.00 X 0 0 0 JASON M RIMLAND DIRECTOR 5.00 X 0 0 0 JEANETTE L FAIRHURST VICE PRESIDENT 5.00 X X 0 0 0 JENNIFER L KASOFF DIRECTOR 5.00 X 0 0 0 MARY F FOSTER PRESIDENT 5.00 X X 0 0 0 MARY JO BRAMSON VICE PRESIDENT 5.00 X X 0 0 0 MERYL A ALLISON TREASURER 5.00 X X 0 0 0 MICHAEL LOMBARDI DIRECTOR (OUTGOING) 5.00 X 0 0 0 NICHOLAS R PIRROTTA VICE PRESIDENT 5.00 X X 0 0 0 NORA LISS CONTRACT DIRECTOR (OUTGOING) 5.00 X 0 0 0 ORLANDO M BARREIRO DIRECTOR (OUTGOING) 5.00 X 0 0 0 PATRICE INGRASSIA DIRECTOR 5.00 X 0 0 0 SEAN MAYER DIRECTOR 5.00 X 0 0 0 STEVEN RABINOWITZ DIRECTOR 5.00 X 0 0 0 TRACEY WILMOT VICE PRESIDENT 5.00 X X 0 0 0 YVONNE D TROPP DIRECTOR 5.00 X 0 0 0 ZYGMUNT NEMZER DIRECTOR (OUTGOING) 5.00 X 0 0 0 CHARLOTTE OSTMAN CEO (OUTGOING) 35.00 X 104304 0 35709 STACEY ROBERTS CEO 35.00 X 215529 0 69395 VICTORIA PENINO DEPUTY CFO 35.00 X 202652 0 59198 COURTNEY BEACH CHIEF DIGITAL COMPLIANCE & 35.00 X 180868 0 23462 JAMES ADASEK VP INFORMATION TECHNOLOGY 35.00 X 161434 0 29226 SAMAD NAMIN PSYCHIATRIST 35.00 X 245672 0 1282 RICHARD MILLER MEDICAL DIRECTOR 35.00 X 190400 0 391 VIVIAN ZACCH NURSE PRACTITIONER 35.00 X 158326 0 6501 1459185 0 225164 8 0 1 0 0 202792 16654841 2803711 19661344 MEDICARE/MEDICAID PAYMENTS 621400 10726580 10726580 MENTAL HEALTH PROGRAM 621400 1041451 1041451 RENTAL INCOME 532000 740285 740285 PRIOR PERIOD REVENUE 900099 281172 281172 12789488 521068 521068 1225119 9500 1138850 0 86269 9500 95769 9500 86269 28730 202792 64465 -35735 -35735 GENERAL AND ADMINISTRATION 900099 181025 181025 MISCELLANEOUS 900099 9755 9755 190780 33222714 12989768 0 571602 686786 686786 18327398 16196446 2094313 36639 688452 692449 -5561 1564 3731266 3127268 596936 7062 908063 756660 149694 1709 45391 45391 1782266 1169665 612601 86586 27204 59382 215031 174453 36228 4350 567116 449793 116418 905 2142337 2095607 45421 1309 303749 252130 51380 239 125768 111374 14344 50 53290 25966 27324 780694 704910 75780 4 443891 403340 39982 569 PROGRAM EXPENSES 4208338 4189369 18074 895 BAD DEBT 295484 295484 MISCELLANEOUS 133673 72853 58462 2358 DUES 50248 11356 36788 2104 35575827 30756327 4759743 59757 1660 1660 2493414 1361485 25055 19246 5640167 5335482 206538 342287 9093988 3522799 5676759 5571189 11783951 12462127 6399048 5980794 32226592 31074270 2063592 2194439 10764 10157 129440 149164 144851 1831777 9026464 7226856 11375111 11412393 X 19498691 18275503 1352790 1386374 20851481 19661877 32226592 31074270 -2353113 1163509 0 X X 0 1 X 1 1 1 X 12519656 17156946 16045234 21913887 19661344 87297067 12519656 17156946 16045234 21913887 19661344 87297067 87297067 484816 369748 375854 696788 521068 2448274 68962 30363 82373 47485 219510 448693 90194034 61469922 0.96790 0.96180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 151. 2021 AMOUNT: $ 33,625. 2022 AMOUNT: $ 1,213. 2023 AMOUNT: $ 9,755. FUNDRAISING INCOME - 2019 AMOUNT: $ 13,200. 2023 AMOUNT: $ 28,730. REIMBURSEMENTS - 2019 AMOUNT: $ 36,320. CAFE RECEIPTS - COBRA ADMIN PAYMENT - 2019 AMOUNT: $ 765. PENSION FORTEITURES - 2019 AMOUNT: $ 16,055. GAS TAX REFUND - 2019 AMOUNT: $ 2,471. WHITE PLAINS CLINIC - 2020 AMOUNT: $ 13,565. 2021 AMOUNT: $ 1,040. 2022 AMOUNT: $ 462. GENERAL ADMIN - 2020 AMOUNT: $ 16,798. 2021 AMOUNT: $ 47,708. 2022 AMOUNT: $ 45,810. 2023 AMOUNT: $ 181,025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 35575827 35575827 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 0 0 25000 25000 25000 25000 25000 25000 25000 25000 25000 25000 1.00000 1 0 261495 261495 2607101 1701929 905172 3878876 782277 3096599 907591 480784 426807 1438925 557809 881116 5571189 FINANCE LEASE RIGHT OF USE ASSETS 95116 OPERATING LEASE RIGHT OF USE ASSETS 5247009 RESTRICTED CASH 149164 SECURITY DEPOSITS 479605 NETSMART 9900 5980794 DUE TO THIRD-PARTY PAYORS 1655377 OPERATING LEASE LIABILITIES 5505008 FINANCE LEASE LIABILITIES 66471 7226856 X 34340956 1163509 1163509 33177447 45391 -124 45267 33222714 35541441 11005 11005 35530436 45391 45391 35575827 PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -124. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 124. RELATED ENTITY'S EXPENSES 10,881. GALA 2023 231522 202792 28730 64465 231522 202792 28730 64465 64465 -35735 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 STACEY ROBERTS CEO 183715 0 26076 0 5738 0 53645 0 15750 0 284924 0 0 0 VICTORIA PENINO DEPUTY CFO 185101 0 17551 0 0 0 59198 0 0 0 261850 0 0 0 SAMAD NAMIN PSYCHIATRIST 245172 0 500 0 0 0 0 0 1282 0 246954 0 0 0 COURTNEY BEACH CHIEF DIGITAL COMPLIANCE & 164706 0 16162 0 0 0 23462 0 0 0 204330 0 0 0 RICHARD MILLER MEDICAL DIRECTOR 189900 0 500 0 0 0 325 0 66 0 190791 0 0 0 JAMES ADASEK VP INFORMATION TECHNOLOGY 143883 0 17551 0 0 0 17196 0 12030 0 190660 0 0 0 VIVIAN ZACCH NURSE PRACTITIONER 157826 0 500 0 0 0 2850 0 3651 0 164827 0 0 0 PART I, LINE 1A ALL EMPLOYEES CAN RECEIVE UP TO A $300 REIMBURSEMENT FOR HEALTH CLUB FEES. EMPLOYEES MUST ATTEND THE HEALTH CLUB AT LEAST 5 TIMES A YEAR AND SUBMIT PROOF OF ATTENDANCE TO HUMAN RESOURCES. PART I, LINE 7 THE BONUSES REPORTED IN COLUMN B(II) WERE APPROVED BY THE CEO. AND THE CEO'S BONUS WAS APPROVED BY THE BOARD MEMBERS. SCHEDULE J, PART II, COLUMN (B)(III): THE AMOUNTS REPORTED IN COLUMN B(III) REPRESENT THE USE OF A VEHICLE OWNED BY MHAW THAT WAS ATTRIBUTABLE TO PERSONAL USE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN INDEPENDENT ACCOUNTANT AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 IS PREPARED, IT IS REVIEWED BY THE AUDIT COMMITTEE, THE PRESIDENT, AND THE TREASURER OF THE BOARD. THE FINAL DRAFT OF THE FORM 990 IS ELECTRONICALLY SUBMITTED TO ALL BOARD MEMBERS WHO ARE GIVEN A WEEK TO REVIEW AND SUBMIT QUESTIONS TO THE GROUP. ONCE ALL QUESTIONS HAVE BEEN ADDRESSED, THE FORM 990 IS SUBMITTED TO THE IRS FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY DIRECTORS AND OFFICERS AS WELL AS BY MANAGEMENT STAFF. AT ALL BOARD MEETINGS IT IS QUERIED WHETHER A CONFLICT OF INTEREST EXISTS. IF THERE IS A POTENTIAL CONFLICT AT THE BOARD LEVEL, THE MEMBER WILL RECUSE HIM/HERSELF FROM DELIBERATIONS AND VOTING ON THAT ISSUE. THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS WAS LAST COMPLETED IN JANUARY 2023. FORM 990, PART VI, SECTION B, LINE 15 PRIOR TO ANY CHANGES IN THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (CEO), AN ANNUAL ANALYSIS WHICH INCLUDES DISCUSSING, PLANNING AND REVIEWING THE PERFORMANCE OF THE CEO IS DONE BY THE BOARD OF DIRECTORS HUMAN RESOURCES COMMITTEE. THIS ANALYSIS ENSURES THAT THE CEO'S SALARY REMAINS WITHIN THE TARGETED RANGE BY USING PUBLISHED STUDIES AND A REVIEW OF 990S OF SIMILAR AGENCIES BY SIZE TYPE AND GEOGRAPHY. IN ADDITION TO THIS ANALYSIS, SURVEYS WERE DONE BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD TO THE CEO'S DIRECT REPORTS. SALARIES FOR OTHER EXECUTIVE LEVEL STAFF ARE ALSO REVIEWED TO ENSURE THAT THEY ARE THE PROPER MARKET LEVEL. COMPENSATION OF THE CEO IS APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE APRIL 2019 EXECUTIVE SESSION MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OF BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. RUTHERFORD PROPERTIES INC 580 WHITE PLAINS ROAD SUITE 510 TARRYTOWN NY 10591 132979968 REAL ESTATE HOLDING COMPANY NY MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY INC C 173743 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0