2026-05-04T13:10:14-05:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-07-01 237444790 SEARCH AND CARE INC SEAR 2122895300 207 E 94TH STREET NEW YORK NY 10128 AARON ROONEY EXECUTIVE DIRECTOR 2122895300 2026-04-20 1 0 KEVIN SUNKEL P00706145 2126857000 2026-04-09 2024 2025-03-06 01:10:19Z AARON ROONEY 207 E 94TH STREET NEW YORK NY 10128 2937750 0 X WWW.SEARCHANDCARE.ORG X 1974 NY SEARCH AND CARE IS A 501(C)(3) NOT-FOR-PROFIT, NON-SECTARIAN ORGANIZATION, WHICH ASSISTS VULNERABLE UPPER EAST SIDE, UPPER WEST SIDE AND EAST HARLEM ELDERS. 21 21 30 68 0 0 1571923 1534443 222578 784051 250830 278002 0 0 2045331 2596496 52098 44663 0 0 1715581 1916632 0 0 269606 553630 538517 2321309 2499812 -275978 96684 7136621 7233693 1703287 1584527 5433334 5649166 THE MISSION IS TO SEEK OUT OLDER PEOPLE IN THE COMMUNITY WHO NEED ASSISTANCE IN MANAGING LIFE'S DAILY ACTIVITIES OR ACCESSING ESSENTIAL SERVICES, AND TO PROVIDE THEM WITH THE SUPPORT AND COMPANIONSHIP THEY NEED TO LIVE WITH SECURITY AND DIGNITY IN THE MANNER THEY CHOOSE. 0 0 1984235 44663 784051 AS PART OF A FULL SPECTRUM OF CARE MANAGEMENT, SEARCH & CARE ASSISTS CLIENTS WHO APPLY FOR BENEFITS AND ENTITLEMENTS, ARRANGES HOMECARE & TRANSPORTATION, ADVOCATES IN LEGAL, HEALTH CARE AND HOUSING MATTERS, PROVIDES BILL PAYING & BUDGETING ASSISTANCE, ASSESSES MENTAL HEALTH NEEDS (REFERRING TO APPROPRIATE THERAPEUTIC PROVIDERS), ARRANGES FOR WEEKDAY & WEEKEND MEALS, FACILITATES THERAPEUTIC GROUP PROGRAMS, OFFERS SURROGATE FAMILY-LIKE SUPPORT FOR ISOLATED ELDERS WHO HAVE FEW, IF ANY, AVAILABLE FAMILY OR FRIENDS, MATCHES CLIENTS WITH VOLUNTEERS WHO ASSIST WITH SHOPPING AND ESCORT CLIENTS TO MEDICAL AND OTHER APPOINTMENTS, AND AUGMENTS AGENCY SERVICES WITH GRADUATE OCCUPATIONAL THERAPY AND NURSING INTERNS WHO ASSIST WITH NUTRITIONAL ASSESSMENTS, BLOOD PRESSURE CHECKS, HOME SAFETY, EMERGENCY PREPAREDNESS AND SOCIALIZATION. 1984235 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 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 18 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X THE ORGANIZATION 2122895300 207 E 94TH STREET NEW YORK NY 10128 ALEXANDER COCHRAN VICE PRESIDENT 5.00 X X 0 0 0 CAROLINE M TRIPP DIRECTOR 3.00 X 0 0 0 NEIL E BOTWINOFF SECRETARY 5.00 X X 0 0 0 J PEYTON CARR DIRECTOR 3.00 X 0 0 0 BRIAN BOYE DIRECTOR 3.00 X 0 0 0 MARGARET DIAZ-CRUZ DIRECTOR 3.00 X 0 0 0 SUZANNE GOLDHIRSCH DIRECTOR 3.00 X 0 0 0 BARBARA D HAYES DIRECTOR 3.00 X 0 0 0 ANN HALL KAPLAN DIRECTOR 3.00 X 0 0 0 B HUNT LAWRENCE DIRECTOR 3.00 X 0 0 0 KATHLEEN B LINBURN DIRECTOR 1.00 X 0 0 0 NADINE KASSOUF SAYEGH DIRECTOR 3.00 X 0 0 0 ORLA COLEMAN PRESIDENT 20.00 X X 0 0 0 CLAUDIA G THOMPSON DIRECTOR 3.00 X 0 0 0 KATE A KARET DIRECTOR 3.00 X 0 0 0 BERNADETTE CRUZ DIRECTOR 3.00 X 0 0 0 CATHERINE SILIE DIRECTOR 3.00 X 0 0 0 MATTHEW JAMES TREASURER 3.00 X X 0 0 0 GERRY PAUL DIRECTOR 3.00 X 0 0 0 NINA SUMMERS MYERS DIRECTOR 3.00 X 0 0 0 AARON ROONEY EXECUTIVE DIRECTOR 40.00 X 175038 0 11536 175038 0 11536 1 0 1 0 0 259522 195000 1079921 402578 1534443 CLIENT SERVICES 624100 784051 784051 784051 122526 122526 402845 247369 155476 155476 155476 93885 259522 93885 0 2596496 784051 0 278002 44663 44663 225951 169463 11298 45190 1335883 1077887 129161 128835 50676 41065 5045 4566 173417 138562 15648 19207 130705 104435 11794 14476 22000 22000 74227 48215 4725 21287 53241 45954 4535 2752 216651 173107 19549 23995 13575 10847 1225 1503 20991 20991 CLIENT SERVICES 123636 123636 OTHER OPERATING 14196 6401 7795 2499812 1984235 245971 269606 537103 476261 260000 267777 152918 227035 81228 79929 121319 59068 55511 62251 4605388 4808526 1444473 1311914 7136621 7233693 145529 148523 1557758 1436004 1703287 1584527 X 4789670 5127816 643664 521350 5433334 5649166 7136621 7233693 96684 119148 0 X 0 1 X 1 0 X 1475134 2024621 1372653 1560203 1526648 7959259 1475134 2024621 1372653 1560203 1526648 7959259 667596 7291663 48235 53638 87889 139845 122526 452133 8411392 1524223 0.86690 0.84790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3411414 299922 132256 3579080 3212349 361936 162871 3411414 3009589 331663 128903 3212349 3602761 150000 -620260 122912 3009589 2716080 200000 792250 105569 3602761 1.00000 0 0 36029 4918 31111 85290 54150 31140 62251 CUSTODIAL FUNDS HELD FOR CLIENTS 35475 ROU ASSETS 1276439 1311914 CUSTODIAL FUNDS HELD FOR CLIENTS 35475 LEASE PAYABLE 1400529 1436004 X 2715644 119148 119148 2596496 0 2596496 2499812 0 2499812 0 2499812 PART V, LINE 4: SEARCH & CARE MAINTAINS A BOARD RESTRICTED QUASI-ENDOWMENT FUND. 5% OF A THREE YEAR TRAILING AVERAGE OF THE FAIR VALUE OF THE FUND IS RELEASED ANNUALLY TO HELP OFFSET SEARCH & CARE'S GENERAL OPERATING COSTS. PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. YORKVILLE BALL 144695 87523 57172 23950 21574 6250 5398 ANNUAL BENEFIT 87566 85583 1983 909 1074 2 121146 86416 34730 10000 19032 1250 4448 353407 259522 93885 33950 41515 7500 10920 93885 0 0 THE ORGANIZATION PROVIDES GRANTS TO ITS CLIENTS ON AN AS-NEED-BASIS TO HELP WITH EMERGENCIES AT HOME AND TO CARE FOR THEIR PETS. 44663 X X X 0 0 0 0 0 0 0 0 0 AARON ROONEY EXECUTIVE DIRECTOR 165038 0 10000 0 0 0 11536 0 0 0 186574 0 0 0 X 8 135261 FV AT DATE OF GIFT X AUCTION ITEMS 30 7795 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COMMITTEE OF BOARD MEMBERS AND THE EXECUTIVE DIRECTOR REVIEW THE DRAFT 990 IN CONJUNCTION WITH THE AUDITORS PRIOR TO ELECTRONIC DISTRIBUTION TO THE ENTIRE BOARD AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE MEMBERS OF THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE. THE PRESIDENT INTERVIEWS THE EXECUTIVE DIRECTOR ABOUT ANNUAL ACCOMPLISHMENTS, RESEARCHES COMPENSATION COMPARABILITY DATA PUBLISHED BY THE NON PROFIT COORDINATING COMMITTEE, THEN RECOMMENDS A TOTAL ANNUAL COMPENSATION PACKAGE TO THE MEMBERS OF THE EXECUTIVE COMMITTEE. DISCUSSION ENSUES, AGREEMENT ON A COMPENSATION PACKAGE IS REACHED, IN PERSON NOTIFICATION AND EXPLANATION IS MADE TO THE EXECUTIVE DIRECTOR, AND DOCUMENTS IN WRITING TO THE CONTROLLER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, INCLUDING BY-LAWS AND THE CONFLICT OF INTEREST POLICY, AVAILABLE TO THE PUBLIC UPON REQUEST.