2024-10-02T13:55:34-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 272415391 CHILDREN'S HEALTH & RESEARCH FDTN INC C/O BLEAKLEY PLATT & SCHMIDT LLP CHIL 9149222240 1 NORTH LEXINGTON AVENUE 7TH FLOOR WHITE PLAINS NY 10601 LAURA ACHKAR EXECUTIVE DIRECTOR 9149222240 2024-10-02 1 1 MELISSA MODELSON P01603524 9143818900 2024-09-30 2023 2024-10-15 13:58:12Z LAURA ACHKAR 1 NORTH LEXINGTON AVENUE 7TH FLOOR WHITE PLAINS NY 10601 1590726 0 X HTTPS://WWW.HUDSONVALLEYCHRF.ORG/ X 2010 NY SEE SCHEDULE O. 8 8 43 8 0 0 1634995 1560983 0 0 0 36 23898 29707 1658893 1590726 0 0 0 0 1051130 1076875 0 0 0 625018 547748 1676148 1624623 -17255 -33897 859097 886752 160018 221570 699079 665182 X CHILDREN'S HEALTH AND RESEARCH FOUNDATION, INC. (THE "FOUNDATION") EXISTS TO SUPPORT AND PROMOTE THE HEALTH OF PERINATAL AND POSTPARTUM INDIVIDUALS, CHILDREN AND FAMILIES IN THE NEW YORK LOWER HUDSON VALLEY AND SURROUNDING REGIONS. THE FOUNDATION FOCUSES ON IMPROVING HEALTH SERVICES FOR PREGE=NECT INDIVIDUALS AND CHILDREN AND ENHANCING THE QUALITY OF LIFE IN CHILDREN AND PREGNANT PEOPLE. WE ALSO RESPOND TO THOSE DIAGNOSED WITH CHRONIC OR SERIOUS MEDICAL CONDITIONS AS WELL AS SERVING AS A RESOURCE CENTER FOR FAMILIES WHO CARE FOR AND PROVIDE FOR CHILDREN. 0 0 867764 0 0 MATERNAL INFANT COMMUNITY HEALTH COLLABORATIVE (MICHC)MICHC- THE MATERNAL INFANT COMMUNITY HEALTH COLLAOBORATEMICHC-WORKS TO IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES FOR HIGH-NEED, LOW-INCOME WOMEN, AND THEIR FAMILIES. THE KEY PRIORITY OUTCOMES INCLUDE REDUCING PRETERM BIRTHS, (BIRTHS OCCURRING BEFORE 37 WEEKS GESTATION OF PREGNANCY), REDUCING LOW BIRTH WEIGHTS, (AN INFANT WEIGHING LESS THAN 2,500 GRAMS AT BIRTH), INFANT MORTALITY, (AN INFANT DEATH FROM THE TIME OF BIRTH UNTIL THE DAY OF INFANT'S FIRST BIRTHDAY), AND MATERNAL MORTALITY, (DEATH OF A WOMAN WHILE PREGNANT OR WITHIN 42 DAYS OF TERMINATION OF PREGNANCY, DUE TO COMPLICATIONS OF THE PREGNANCY). WE AIM TO PROVIDE THE RESOUCE FOR OUR CLIENTS ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH. 267551 0 0 PERSONAL RESPONSIBILITY EDUCATION PROGRAM (PREP)PREP-THIS EVIDENCE-BASED PROGRAM (PROJECT AIM), IS DESIGNED TO EMPOWER YOUTH PEOPLE (AGES OF 11-14) TO MAKE HEALTHIER LIFESTYLE DECISIONS, AS IT RELATED TO THEIR BODIES, EDUCATION AND FUTURE ASPIRATIONS. THIS PROGRAM PROVIDES YOUTH WITH THE KNOWLEDGE AND TOOLS NEEDED TO MAKE POSITIVE LIFELONG DECISIONS ABOUT SCHOOL AND LIFE. THIS AN INITIATIVE DESIGNED TO REDUCE TEEN PREGNANCY, STI'S, HIV RATES, UNDERAGE DRINKING AND ENGAGEMENT IN OTHER RISKY BEHAVIORS AMONG MIDDLE SCHOOL YOUTH. OUR ROCKLAND BASED PROGRAM IS KNOW TO STUDENTS AND THE COMMUNITY AS THE D.R.E.A.M PROJECT. D.R.E.A.M STANDS FROM DATE TO REACH YOUTH EXPECTATIONS AND MORE. BREASTFEEDING-THE BABY CAFE IS A PLACE IN THE COMMUNITY WHERE PREGNANT AND BREASTFEEDING MOTHERS AND THEIR FAMILIES RECEIVE FREE ONE-ON-ONE SUPPORT FROM TRAINED LACTATION (BREASTFEEDING) SPECIALIST. 212793 0 0 HEALTHY FAMILIES ROCKLAND COUNTY (HFRC)HEALTHY FAMILIES ROCKLAND COUNTY- THIS IS AN EVIDENCE BASED COMPREHENSIVE VOLUNTARY PREVENTION HOME VISITING PROGRAM THAT SUPPORTS POSITIVE PARENT CHILD BONDING, PROMOTES CHILD AND FAMILY HEALTH AND DEVELOPMENT, AND ENHANCES FAMILY RESILIENCE RESPECTFUL OF CULTURAL AND COMMUNITY DIVERSITY. THE PROGRAM IS FOR FAMILIES WHO ARE PREGNANT OR HAVE NEWBORNS AND A DESIRE TO RAISE CHILDREN WHO ARE HAPPY, HEALTHY, SAFE, AND SMART. HEALTHY FAMILIES HELPS BUILD CONFIDENCE IN PARENTS AND HELPS THEM IMPROVE THEIR PARENTING SKILLS AND ABILITIES. RESEARCH SHOWS THAT HEALTHY FAMILIES HAS REDUCED CHILD ABUSE WHILE ENHANCING THE PARENTS SELF-EFFICACY. 181401 0 0 181401 1529509 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X LAURA ACHKAR 9149222240 1 NORTH LEXINGTON AVENUE 7TH FLOOR WHITE PLAINS NY 10601 NICHOLAS PALUMBO CHAIRMAN 2.00 X X 0 0 0 MICHELE A LAZZARA CPA TREASURER 2.00 X X 0 0 0 ROBERT BRAUMULLER SECRETARY 2.00 X X 0 0 0 JACQUELINE DUNBAR MD DIRECTOR 1.00 X 0 0 0 ALLEN DOZOR MD DIRECTOR 1.00 X 0 0 0 MARTIN GORMAN DIRECTOR 1.00 X 0 0 0 EDMUND LAGAMMA MD DIRECTOR 1.00 X 0 0 0 GERARD VILLUCCI DIRECTOR 1.00 X 0 0 0 ANGELA CAMPBELL EXECUTIVE DIRECTOR, THRU SEPT. 2023 35.00 X 90148 0 17706 LAURA ACHKAR EXECUTIVE DIRECTOR, AS OF OCT. 2023 35.00 X 50068 0 16499 140216 0 34205 0 0 0 0 MT VERNON NEIGHBORHOOD HEALTH CENTER 107 WEST FOURTH STREET MT VERNON NY 10550 DEVELOPMENT TRAINING 195832 1 1510851 50132 1560983 36 36 ADMINISTRATIVE FEES 561000 29707 29707 29707 1590726 0 0 29743 X 174421 169747 4674 803478 781950 21528 9391 8564 827 89585 83377 6208 67376 30930 36446 269278 266561 2717 485 485 41126 29894 11232 36209 36209 65384 63164 2220 11924 11924 369 369 31760 22867 8893 RESTRICTED OPERATING EX 23837 23837 1624623 1529509 95114 0 174453 413036 669997 442866 14647 6350 0 24500 859097 886752 154768 169050 0 25770 5250 2250 0 24500 160018 221570 X 299036 273592 400043 391590 699079 665182 859097 886752 -33897 0 X X 0 1 X 0 0 X 1353417 1704779 1687948 1634995 1560983 7942122 1353417 1704779 1687948 1634995 1560983 7942122 7942122 393 124 31 0 36 584 21715 25649 26408 28278 29707 131757 8074463 18501 0.98360 0.98460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEES - 2019 AMOUNT: $ 21,715. 2020 AMOUNT: $ 25,649. 2021 AMOUNT: $ 26,408. 2022 AMOUNT: $ 28,278. 2023 AMOUNT: $ 29,707. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 LEASE LIABILITY - OPERATING LEASE 24500 24500 X 1590726 0 1590726 0 1590726 1624623 0 1624623 0 1624623 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT OF FUNDS FROM OTHER ENTITIES, FOR THE BENEFIT OF, OR IN CONNECTION WITH, THE FOUNDATION. AT DECEMBER 31, 2023, THE FUNDS MANAGED AS AN AGENT FOR OTHER ENTITIES WERE INCLUDED IN CASH. THE FUNDS ARE HELD FOR THE PURPOSES OF SUPPORTING SURGICAL RESIDENTS AND RESIDENCY PROGRAMS. PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR ALL PERIODS SINCE 2020. FORM 990, PAGE 1, LINE 1: CORE PURPOSES: TO IMPROVE CHILDREN'S HEALTH BY IDENTIFYING RESOURCES FOR PEDIATRIC MEDICAL RESEARCH AND SUPPORTING OUTREACH PROGRAMS IN THE LOWER HUDSON VALLEY. CORE VALUES: PATHFINDER: FINDING SOLUTIONS RESOURCEFUL: TAKING ADVANTAGE OF OPPORTUNITIES PERSEVERANCE: SEEKING RESOURCES FOR MEDICAL RESEARCH AND PROMOTING A "NEVER QUIT' ATTITUDE TO SUPPORT OUTREACH PROGRAMS. THREE TO FIVE YEAR OBJECTIVES: 1) CONTINUE TO EXPAND OUTREACH PROGRAMS. HOW TO MEASURE THE IMPACT: A) NUMBER OF PROGRAMS SUPPORTED; B) NUMBER OF CHILDREN/FAMILIES REACHED; AND C) NUMBER OF DOLLARS SPENT. 2) FACILITATE CHILDREN'S MEDICAL RESEARCH PROGRAMS. HOW TO MEASURE IMPACT: A) NUMBER OF PROGRAMS SUPPORTED; B) NUMBER OF DOLLARS SPENT; C) PEER REVIEW PUBLICATIONS; D) AWARDS RECEIVED; AND E) MEDIA AND PUBLIC RELATIONS. STRATEGIES TO ACCOMPLISH OBJECTIVES: 1) BOARD DEVELOPMENT-TIME, TALENT, TREASURE. 2) TARGETED AWARENESS OF DONORS. 3) MORE GRANT APPLICATIONS. 4) CONDUCT FUND RAISING EVENTS. 5) TARGETED AWARENESS OF CHRF TO THE MEDICAL COMMUNITY. 6) OBTAIN GRANTS THAT INCREASE THE NUMBER OF PROGRAMS. 7) CHARITABLE PLANNING. FORM 990, PART VI, SECTION B, LINE 11B CHILDREN'S HEALTH AND RESEARCH FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF CHRF FOR ANY COMMENTS. ANY COMMENTS ARE SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN A POTENTIAL OR ACTUAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE BOARD SHALL EVALUATE WHETHER THE TERMS OF THE CONTRACT, TRANSACTION OR ARRANGEMENT ARE FAIR AND REASONABLE TO THE CORPORATION AND CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION. FAIRNESS INCLUDES, BUT IS NOT LIMITED TO, THE CONCEPTS THAT THE CORPORATION SHOULD PAY NO MORE THAN FAIR MARKET VALUE FOR ANY GOODS OR SERVICES WHICH THE CORPORATION RECEIVES, THE CORPORATION SHOULD RECEIVE FAIR MARKET VALUE CONSIDERATION FOR ANY GOODS OR SERVICES THAT IT FURNISHES OTHERS AND THE CORPORATION WOULD NOT REASONABLY BE EXPECTED TO OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH ANOTHER ENTITY. THE BOARD SHALL SET FORTH THE BASIS FOR ITS DECISION WITH RESPECT TO APPROVAL OF CONTRACTS OR TRANSACTIONS INVOLVING CONFLICTS OF INTEREST IN THE MINUTES OF THE MEETING AT WHICH THE DECISION IS MADE, INCLUDING THE BASIS FOR DETERMINING THAT THE CONSIDERATION TO BE PAID IS FAIR TO THE CORPORATION. IF, BASED ON THE ABOVE EVALUATION, THE BOARD DETERMINES THAT THE CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION AND CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION, THE, BOARD MAY APPROVE THE PROPOSED TRANSACTION OR ARRANGEMENT, SO LONG AS THE BOARD DETERMINES, BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS, THAT THE PROPOSED TRANSACTION IS IN THE CORPORATION'S BEST INTEREST AND IS FAIR AND REASONABLE. THE DIRECTOR OR OFFICER WITH THE POTENTIAL OR ACTUAL FINANCIAL INTEREST SHALL NOT BE PRESENT DURING THE DISCUSSION OF THE ISSUE OR THE VOTE. INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE WHICH AUTHORIZES SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE BOARD SHALL INCLUDE: THE NAMES OF THE DIRECTORS, OFFICERS OR COMMITTEE MEMBERS, IF ANY, WHO DISCLOSED FINANCIAL INTERESTS; THE NATURE OF THE FINANCIAL INTEREST THAT POSES A POTENTIAL OR ACTUAL CONFLICT; A SUMMARY OF THE CONTENT OF THE BOARD'S DISCUSSIONS (INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT); AND A RECORD THAT A VOTE WAS TAKEN REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT. EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY AFFIRM, IN WRITING, THAT HE OR SHE: (1) HAS RECEIVED A COPY OF THE BOARD CONFLICT OF INTEREST POLICY; (2) HAS READ AND UNDERSTANDS THE POLICY; (3) HAS AGREED TO COMPLY WITH THE POLICY; AND (4) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, THE CORPORATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE BOARD SHALL DIRECT THE APPROPRIATE OFFICERS OR CONSULTANTS OF THE CORPORATION TO PERIODICALLY REVIEW THE CORPORATION'S ACTIVITIES AND ARRANGEMENTS TO ENSURE THAT IT OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. OF SPECIAL CONCERN ARE WHETHER ITS COMPENSATION ARRANGEMENTS AND TRANSACTIONS ARE REASONABLE AND REFLECT FAIR MARKET VALUE FOR SERVICES PROVIDED AND WHETHER ANY ARRANGEMENTS FOR MANAGEMENT OR ADMINISTRATIVE SERVICES CONFORM TO THE POLICIES SET FORTH IN THESE BYLAWS, ARE PROPERLY RECORDED AND DO NOT RESULT IN PRIVATE INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. FORM 990, PART VI, SECTION B, LINE 15A THE OUTGOING EXECUTIVE DIRECTOR (ED) OPERATED UNDER A FIVE-YEAR CONTRACT AGREEMENT WITH THE FOUNDATION. THE ED DEPARTED FROM CHRF IN SEPTEMBER OF 2023. A NEW CONTRACT WAS APPROVED BY THE BOARD IN OCTOBER 2023 FOR THE NEWLY HIRED EXECUTIVE DIRECTOR. THE BOARD REVIEWED MARKET RESEARCH DATA OF SIMILAR SIZE 501(C)(3)ORGANIZATIONS TO DETERMINE REASONABLE COMPENSATION FOR THE ED. THE BOARD'S REVIEW AND APPROVAL WAS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND FORM 1023 ARE AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 9,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,375. DEVELOPMENTAL TRAINING & MEDICAL RESEARCH: PROGRAM SERVICE EXPENSES 250,911. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250,911. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 6,275. MANAGEMENT AND GENERAL EXPENSES 2,717. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,992. FORM 990, PART XII, LINE 2C: CHILDREN'S HEALTH & RESEARCH FOUNDATION'S BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT AUDITOR. THE POLICY FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR.