2024-05-14T08:40:44-05:00 2023-06-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-07-01 131740041 SHIELD OF DAVID INC SHIE 7189398700 144-61 ROOSEVELT AVENUE FLUSHING NY 11354 SUSAN PROVENZANO ACTING EXECUTIVE DIRECTOR 7182692023 2024-05-09 1 SUSAN PROVENZANO 999009999 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE SHIELD INSTITUTE MARNI SUSSMAN 144-61 ROOSEVELT AVENUE FLUSHING NY 11354 30168904 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. 19 19 357 19 0 0 5537729 1397596 24173918 27451237 29 79684 0 1240387 29711676 30168904 0 0 0 0 19777285 20227090 0 0 13853 8216089 9650471 27993374 29877561 1718302 291343 18713779 28842467 11565567 20377431 7148212 8465036 X ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATIONAL AND OTHER SERVICES TO INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED. OUR MISSION 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 13292239 14931005 EDUCATION SERVICES / SCHOOL PROGRAMS: PROVIDED TO OVER 420 STUDENTS. PRESCHOOL PROGRAM PROVIDES MULTIDISCIPLINARY EVALUATIONS, MONOLINGUAL AND BILINGUAL 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 PECS. 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. 11328429 11866450 DAY HABILITATION / VOCATIONAL 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. ALSO, PART-TIME SERVICES ARE AVAILABLE FOR ADOLESCENTS/YOUNG ADULTS WHO ARE AGING OUT OF SCHOOL SERVICES TO SUPPORT IN THEIR TRANSITION TO ADULT LIFE. 2188967 1894169 CLINIC & OTHER FUNDING SOURCES: PROVIDED TO OVER 2000 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. 26809635 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 47 0 1 357 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 2.00 X 0 0 0 BETH ANISHMAN MEMBER 2.00 X 0 0 0 BIJAN SAFAI MEMBER 2.00 X 0 0 0 CK LEE SECRETARY 2.00 X X 0 0 0 CONNIE SCHRAFT VICE PRESIDENT 2.00 X X 0 0 0 ELLEN CAMMER MEMBER 2.00 X 0 0 0 JASON SHAPIRO MEMBER 2.00 X 0 0 0 JOHNATHAN SOMMER MEMBER 2.00 X 0 0 0 JOSE NUNEZ MEMBER 2.00 X 0 0 0 KEVIN GENIRS MEMBER 2.00 X 0 0 0 LORI REINSBERG PRESIDENT 2.00 X X 0 0 0 LOUISE YOUNG MEMBER 2.00 X 0 0 0 MICHAEL FRANCO MEMBER 2.00 X 0 0 0 MICHAEL KATZ TREASURER 2.00 X X 0 0 0 NORMAN LOWE MEMBER 2.00 X 0 0 0 ROBYN LANDOW MEMBER 2.00 X 0 0 0 TONI BERNSTEIN MEMBER 2.00 X 0 0 0 CARMEN COLLADO CHIEF RELATIONSHIP OFFICER 35.00 X 171506 0 50658 LISA J STEWART CONTROLLER 35.00 X 114836 0 44915 SUSAN PROVENZANO EXECUTIVE DIRECTOR 35.00 X 188888 0 63416 ELIZABETH LAMARCA ASSISTANT EXECUTIVE DIRECTOR 35.00 X 108215 0 55951 JIMMY CANON HABILITATION SPECIALIST 41.00 X 109491 0 11647 JOCELYN ALLEN HUMAN RESOURCE DIR. 35.00 X 116555 0 17250 MARNI SUSSMAN ASSISTANT EXECUTIVE DIR. 35.00 X 117466 0 16232 RESHMA JAGGERNATH ASSOCIATE HABILITATION SPECIALIST 74.00 X 135945 0 645 1062902 0 260714 12 0 1 0 MSP NETWORKS LLC 87 ROME STREET FARMINGDALE NY 11735 IT SERVICES 311181 THE ALLIANCE GROUP LLC 100 JERICHO QUADRANGLE SUITE 339 JERICHO NY 11753 CONSULTATION SERVICES 140734 FISHER BROYLES LLP PO BOX 735232 DALLAS TX 753735232 LEGAL SERVICES 135293 RICHARD ZELHOF 20 EAST 9TH STREET APT 6M NEW YORK NY 10003 CLINICAL SERVICES 117200 JR SPEECH & LANGUAGE THERAPY SERV 67-38 108 ST A46 FOREST HILLS NY 11375 SPEECH LANGUAGE PATHOLOGIST 110818 7 874984 522612 1397596 NYS/NYC DEPT. OF EDUCATION 624100 14931005 14931005 DISABILITIES (OPWDD/MEDICAID) 624100 10679021 10679021 CLINIC & OTHER FUNDING SOURCES 624100 1841211 1841211 27451237 79684 79684 PRIOR YEAR ACTIVITIES 900099 1240387 1240387 1240387 30168904 28691624 0 79684 656473 117509 538964 14363377 13550137 813240 713507 553393 160114 3218435 3051189 167246 1275298 1138023 137275 128081 128081 2235615 1427483 808132 662978 611198 51780 2155166 2124795 30371 2820275 2816529 3746 126744 120311 6433 322921 277416 45505 176106 132696 43410 BAD DEBT 316550 316550 REPAIR AND MAINTENANCE 248442 216581 31861 MISCELLANEOUS 193912 161141 32771 EQUIPMENT RENTAL 102422 79859 22563 161259 114825 32581 13853 29877561 26809635 3054073 13853 893802 683125 3049523 5216127 1500 9215510 7296973 168059 163088 10031342 4726451 5363862 5304891 23023 10176763 18713779 28842467 2331601 2482404 3773967 3570195 5459999 14324832 11565567 20377431 X 6961258 8150204 186954 314832 7148212 8465036 18713779 28842467 X 291343 1025481 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 307696 307696 7631426 3373401 4258025 183911 179777 4134 1269064 1173273 95791 639245 639245 5304891 SECURITY DEPOSITS 23023 RIGHT-OF-USE ASSETS 10153740 10176763 DUE TO FUNDING SOURCES 2382127 ACCRUED PENSION BENEFITS 635125 LEASE LIABILITIES 11307580 14324832 X 30168904 0 30168904 0 30168904 29877561 0 29877561 0 29877561 PART X, LINE 2: THE SHIELD BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("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. ALL STUDENTS ARE REFERRED THROUGH THE DEPARTMENT OF EDUCATION BY THE LOCAL PUBLIC SCHOOL DISTRICTS. 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 1 0 SUSAN PROVENZANO EXECUTIVE DIRECTOR 188888 0 0 0 0 0 30447 0 32969 0 252304 0 0 0 CARMEN COLLADO CHIEF RELATIONSHIP OFFICER 171506 0 0 0 0 0 10750 0 39908 0 222164 0 0 0 ELIZABETH LAMARCA ASSISTANT EXECUTIVE DIRECTOR 106715 0 1500 0 0 0 7811 0 48140 0 164166 0 0 0 LISA J STEWART CONTROLLER 114836 0 0 0 0 0 7643 0 37272 0 159751 0 0 0 PART 11 COLUMN (II) BONUSES ARE APPROVED BY THE EXECUTIVE DIRECTOR BASED ON THE ELIGIBILITY CRITERIA SET FORTH FOR THE HEALTHCARE WORKER'S BONUS. FORM 990, PART VI, SECTION A, LINE 2 JOSE NUNEZ, MEMBER, AND AROZA SANJANA, 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 THE EXECUTIVE DIRECTOR IS EVALUATED AND REVIEWED BY THE PRESIDENT OF THE BOARD IN CONJUNCTION WITH THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. 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 250,816. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 774,665. 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.