2024-04-16T15:26:53-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2022-07-01 133264005 DOROT INC DORO 2127692850 171 WEST 85TH STREET NEW YORK NY 10024 MARK MERIDY EXECUTIVE DIRECTOR 2127692850 2024-04-15 1 MARK MERIDY XXX-XX-XXXX 0 ELLEN M LABITA CPA P00140777 6317527400 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK MERIDY 171 WEST 85TH STREET NEW YORK NY 10024 40212813 0 X WWW.DOROTUSA.ORG X 1983 NY DOROT ALLEVIATES SOCIAL ISOLATION AND LONELINESS AMONG OLDER ADULTS, BY ENGAGING VOLUNTEERS OF ALL AGES, AND PROVIDES SERVICES TO HELP THEM TO LIVE INDEPENDENTLY AS VALUED MEMBERS OF THE COMMUNITY. 24 24 106 6900 0 0 9948937 9431979 0 0 1670095 -1309414 7324 28844 11626356 8151409 0 0 0 0 7423247 7358874 8529 27732 1150533 4422425 4447286 11854201 11833892 -227845 -3682483 28938775 30303489 629490 2174766 28309285 28128723 X DOROT ALLEVIATES SOCIAL ISOLATION AND LONELINESS AMONG OLDER ADULTS, BY ENGAGING VOLUNTEERS OF ALL AGES, AND PROVIDES SERVICES TO HELP THEM TO LIVE INDEPENDENTLY AS VALUED MEMBERS OF THE COMMUNITY. 0 0 3409260 SOCIALIZATION SERVICES CONNECT OLDER ADULTS TO PEERS AND YOUNGER GENERATIONS TO ENHANCE QUALITY OF LIFE, REDUCE SOCIAL ISOLATION, AND CREATE LARGER COMMUNITY BONDS. DOROT'S FRIENDLY VISITING AND CARING CALLS PROGRAMS MATCH COMPASSIONATE VOLUNTEERS WITH OLDER ADULTS FOR WEEKLY/MONTHLY MEETINGS AND CONVERSATIONS AT HOME OR VIRTUALLY. THROUGH CARING CALLS SOCIAL WORKERS SUPPORT OLDER ADULT-VOLUNTEER MATCHES THROUGHOUT THEIR RELATIONSHIP, PROVIDING GUIDANCE AND REFERRALS TO OTHER SERVICES. SEE SCHEDULE O FOR CONTINUATIONDOROT RUNS A WIDE RANGE OF ONLINE GROUP OFFERINGS THROUGH ONSITE AT HOME, INCLUDING HEALTH, WELLNESS, AND EXERCISE; LEGACY PROJECTS; CURRENT EVENTS CLASSES; AND ARTS AND CULTURAL PROGRAMMING. THROUGH LONGSTANDING SYNAGOGUE PARTNERSHIPS, DOROT SOCIAL WORKERS SUPPORT OLDER CONGREGANTS, GUIDE CAREGIVERS, INSPIRE AN ETHIC OF VOLUNTEERISM, AND ADVISE PASTORAL STAFF ABOUT RESOURCES FOR THE AGING. DOROT WESTCHESTER OFFERS VOLUNTEER VISITING AND EDUCATIONAL SERVICES TO OLDER ADULT WESTCHESTER RESIDENTS. 2783156 COMMUNITY SERVICES ALLEVIATES SOCIAL ISOLATION AND BRINGS THE GENERATIONS TOGETHER THROUGH ENRICHING PROGRAMS. DOROT'S RESPONSE TEAM VOLUNTEER CORPS PROVIDES OLDER ADULTS WITH ONE-TIME SERVICES SUCH AS BIRTHDAY VISITS AND CALLS, HELPS WITH ERRANDS AND HOUSEHOLD TASKS SUCH AS RETURNING LIBRARY BOOKS, ORGANIZING PAPERWORK, AND TAKING NEIGHBORHOOD WALKS, THUS DECREASING SOCIAL ISOLATION AND OFFERING CONCRETE ASSISTANCE. VOLUNTEERS SHARE OLDER ADULTS' CONCERNS WITH SOCIAL WORKERS SO THAT DOROT CAN CONNECT THEM TO RESOURCES AND PROFESSIONAL SUPPORT AND PROMOTE AGING IN PLACE. LASTING IMPRESSIONS OFFERS SENIORS THE OPPORTUNITY TO CREATE THEIR LEGACY IN THE FORM OF AN ETHICAL WILL, MEMOIR, ART PROJECT OR VIDEO/AUDIO INTERVIEW, AND HELPS THOSE INTERESTED COMPOSE ADVANCE CARE PLANS. SEE SCHEDULE O BRINGING THE GENERATIONS TOGETHER IS A HIGH PRIORITY FOR DOROT AND A WIDE RANGE OF INTERGENERATIONAL PROGRAMS ARE OFFERED THAT BRING OLDER ADULTS AND VOLUNTEERS TOGETHER TO FORM LASTING RELATIONSHIPS. KEY PROGRAMS INCLUDE OUR TEEN AND COLLEGE INTERNSHIP PROGRAMS, FAMILY VOLUNTEERING, ART, MUSIC AND CURRENT EVENTS WORKSHOPS, LASTING IMPRESSIONS LEGACY PROGRAMS, AND MANY OTHERS. IN FY23, OVER 6,900 COMPASSIONATE VOLUNTEERS PROVIDED OLDER ADULTS WITH A RANGE OF SERVICES AND SOCIAL INTERACTION. 1619759 EDUCATIONAL SERVICES ALLEVIATES ISOLATION BY ENABLING OLDER ADULTS, CAREGIVERS, AND PROFESSIONALS TO PARTICIPATE IN CLASSES AND SUPPORT GROUPS. UNIVERSITY WITHOUT WALLS OFFERS EDUCATIONAL AND CULTURAL COURSES, SUPPORT GROUPS, AND HOLIDAY CELEBRATIONS VIA TELECONFERENCE AND ONLINE TO OLDER ADULTS THROUGHOUT THE COUNTRY. RUSSIAN UNIVERSITY WITHOUT WALLS OFFERS RUSSIAN-SPEAKING OLDER ADULTS CONTINUING EDUCATION AND ESL CLASSES THROUGH TELECONFERENCE, EASING LONELINESS AND ISOLATION, AND HELPING THEM INTEGRATE INTO AMERICAN LIFE. THROUGH INFORMATION AND REFERRAL, DOROT STAFF AND TRAINED VOLUNTEERS PROVIDE GUIDANCE TO SENIORS, CAREGIVERS, AND PROFESSIONALS ABOUT AVAILABLE SERVICES AT DOROT, AND IN NEW YORK CITY AND BEYOND.THROUGH TECH COACHING, TRAINED VOLUNTEERS OFFER ONE-ON-ONE ASSISTANCE TO LATE TECH ADOPTERS TO HELP THEM MASTER COMPUTER SKILLS. TECH COACHES TEACH OLDER ADULTS HOW TO CONNECT WITH FAMILY AND FRIENDS VIRTUALLY, PARTICIPATE IN ONLINE CLASSES, AND ACCESS ESSENTIAL SERVICES OVER THE INTERNET. FAMILIES CAN DOWNLOAD TECH GUIDES FROM THE DOROT WEBSITE TO HELP TEACH PARENTS AND GRANDPARENTS TO USE A LAPTOP, SMARTPHONE AND OTHER DEVICES. 1335892 CONCRETE SERVICES HELP OLDER ADULTS LIVE INDEPENDENTLY IN THE COMMUNITY. KOSHER MEALS AT HOME (KMH) DELIVERS WEEKLY NUTRITIOUS FROZEN KOSHER MEALS TO HOME-BASED OLDER ADULTS WHO HAVE DIFFICULTY SHOPPING OR COOKING. THE KMH COORDINATOR AND SOCIAL WORK INTERNS ENSURE PARTICIPANTS' NEEDS ARE MET BY PROVIDING CRITICAL, LIFE-ENHANCING CASE ASSISTANCE. WE DELIVER EMERGENCY MEALS UPON DISCHARGE FROM THE HOSPITAL OR THE UNEXPECTED ABSENCE OF A CAREGIVER. SEE SCHEDULE O FOR CONTINUATIONTHROUGH FOUR ANNUAL PACKAGE DELIVERY PROGRAMS, VOLUNTEERS BRING PACKAGES OF HOLIDAY FOOD, TREATS, AND ESSENTIALS TO HOME-BASED OLDER ADULTS AND ENJOY A FRIENDLY VISIT EITHER OVER THE PHONE OR IN THE HOME. DOROT SOCIAL WORKERS FOLLOW-UP ON ANY UNMET NEEDS. 1335892 9148067 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 111 0 106 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT FL IL MD MA NH NJ NY NC PA VA WA X X DOROTHY HELLMER CFO CO DOROT INC 9174413751 171 WEST 85TH STREET NEW YORK NY 10024 MARK MERIDY EXECUTIVE DIRECTOR 35.00 0.00 X X 329743 0 53085 ELLEN MARRAM PRESIDENT 4.00 0.00 X X 0 0 0 ELISSA FISHMAN TREASURER 4.00 0.00 X X 0 0 0 JOSH TARGOFF ESQ SECRETARY 4.00 0.00 X X 0 0 0 DONNA JAKUBOVITZ VICE-PRESIDENT 4.00 0.00 X X 0 0 0 BRIAN DOPPELT ESQ VICE-PRESIDENT 4.00 0.00 X X 0 0 0 HARRIET SHAIMAN VICE-PRESIDENT 4.00 0.00 X X 0 0 0 ELYSSA FRIEDLAND DIRECTOR 2.00 0.00 X 0 0 0 RENEE ADLER ASCHER DIRECTOR 2.00 0.00 X 0 0 0 MITCHELL BERKEY DIRECTOR 2.00 0.00 X 0 0 0 MARIAN FAYTELL DIRECTOR 2.00 0.00 X 0 0 0 JUDITH FRYER DIRECTOR 2.00 0.00 X 0 0 0 ETHAN HORWITZ ESQ DIRECTOR 2.00 0.00 X 0 0 0 MARCIE IMBERMAN DIRECTOR 2.00 0.00 X 0 0 0 ALAN LAYTNER DIRECTOR 2.00 0.00 X 0 0 0 BARBARA MATAS DIRECTOR 2.00 0.00 X 0 0 0 MATT NOVACK DIRECTOR 2.00 0.00 X 0 0 0 ANDREW PARDO DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER PERKINS ESQ DIRECTOR 2.00 0.00 X 0 0 0 RABBI MIRA RIVERA DIRECTOR 2.00 0.00 X 0 0 0 JOYCE SILBERSTANG PHD DIRECTOR 2.00 0.00 X 0 0 0 HELAINE SUVAL BECKERMAN DIRECTOR 2.00 0.00 X 0 0 0 DORIS ULLENDORFF LCSW DIRECTOR 2.00 0.00 X 0 0 0 ANN WIMPFHEIMER PSYD DIRECTOR 2.00 0.00 X 0 0 0 JACK HATTEM DIRECTOR 2.00 0.00 X 0 0 0 DOROTHY HELLMER CHIEF FINANCIAL OFFICER 35.00 0.00 X 222996 0 28026 ALISON HODIN BAIER CHIEF PROGRAM OFFICER 35.00 0.00 X 223550 0 9131 JENNY NOTIS LYSS CHIEF ADVANCEMENT OFFICER 35.00 0.00 X 149373 0 7029 JUDITH TURNER SENIOR PROGRAM OFFICER 35.00 0.00 X 142340 0 7350 JUDY ANN LOGAN HR DIRECTOR 35.00 0.00 X 135685 0 14758 ELLEN AMSTUTZ SENIOR PROGRAM OFFICER 35.00 0.00 X 127823 0 21076 FAITH BERLAND CONTROLLER 35.00 0.00 X 121946 0 7887 DOROTHY KAUFFMAN FORMER CHIEF ADVANCEMENT OFFICER 35.00 0.00 X 172820 0 6663 1626276 0 155005 15 1 1 0 TALENTED ADVISORS 226 NEW YORK AVE 205 HUNTINGTON NY 11743 RECRUITING 348404 SANKY COMMUNICATIONS 360 W 31ST STREET FLOOR 6 NEW YORK NY 10001 DIRECT MARKETING 223696 STEPHEN DELORENZO 575 MAIN STREET 1502 ROOSEVELT ISLAND NY 10044 KMH FOOD DELIVERY 109906 JULIA RITCHIE CONSULTING LLC 422 COUNTRY ROUTE 25 HUDSON VALLEY NY 12534 STRATEGIC PLAN CONSULTING 107175 4 398596 631801 276828 8124754 43344 9431979 346268 346268 150 0 150 150 150 30341992 31997674 -1655682 -1655682 -1655682 28880 631801 63730 -34850 -34850 AGENCY FEES 900099 63544 63544 63544 8151409 0 0 -1280570 X 929589 722940 129214 77435 5302440 4123708 737039 441693 126786 98602 17623 10561 535799 416690 74476 44633 464260 361055 64532 38673 70506 70506 46520 46520 27732 27732 57107 57107 1512042 1288493 106145 117404 388435 199983 55571 132881 68290 53195 5656 9439 45764 43045 1019 1700 483127 375729 40244 67154 236960 183616 19989 33355 STAFF DEVELOPMENT & TRA 444413 347244 36411 60758 CLIENT FOOD & DELIVERY 342881 342881 SITE RENTAL 236135 180259 29826 26050 REPAIRS & MAINTENANCE 184621 143855 15276 25490 330485 266772 28138 35575 11833892 9148067 1535292 1150533 X 506530 253266 35229 218035 309675 341547 1054309 397790 2621286 3405288 34820 14708 175211 257738 9349956 7768348 1967077 1581608 22708265 22910053 68132 69282 0 1325475 28938775 30303489 539362 697535 90128 1477231 629490 2174766 X 18361293 17653885 9947992 10474838 28309285 28128723 28938775 30303489 X -3682483 3556041 -54120 X 0 1 X 1 0 X 7182741 11170147 14509910 9948937 9431979 52243714 7182741 11170147 14509910 9948937 9431979 52243714 9357958 42885756 468526 421599 313448 303494 346418 1853485 28411 20400 63603 92424 204838 54302037 0.78980 0.78070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SPECIAL EVENTS - 2018 AMOUNT: $ 28,411. 2020 AMOUNT: $ 20,400. 2021 AMOUNT: $ 39,096. 2022 AMOUNT: $ 28,880. AGENCY FEES - 2021 AMOUNT: $ 24,507. 2022 AMOUNT: $ 63,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7796457 199805 199805 7796457 7796457 283218 283218 7796457 2796457 5000000 64510 64510 7796457 2796457 56079 56079 2796457 2796457 65754 65754 2796457 0.20000 0.80000 0.00000 0 0 315000 315000 7793856 6887599 906257 1241100 880749 360351 1581608 CHARITABLE GIFT ANNUITES & TRUSTS 85114 OPERATING LEASE LIABILITIES 1392117 1477231 X 11771718 3556041 121375 3677416 8094302 57107 57107 8151409 11898160 121375 121375 11776785 57107 57107 11833892 PART V, LINE 4: EARNINGS ON THE BOARD DESIGNATED FUNDS WILL BE USED TO SUPPORT PROGRAMS AT THE BOARD'S DISCRETION. PERMANENTLY RESTRICTED REPRESENTS CONTRIBUTIONS WHERE THE PRINCIPAL MUST REMAIN IN PERPETUITY. THE REVENUE GENERATED FROM THESE CONTRIBUTIONS CAN BE USED FOR THE PROGRAMS SPECIFIED BY THE DONORS. PART X, LINE 2: MANAGEMENT HAS EVALUATED DOROT'S TAX POSITIONS AND CONCLUDED THAT DOROT HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") NO. 740. X X X X X X 1 SANKY COMMUNICATIONS 360 W 31ST ST FL 6 NEW YORK NY 10001 DIRECT MAIL CONSULTANTS 0 1803865 223696 1572869 THE JFM GROUP 1661 10TH AVE 1ST FL NEW YORK NY 11215 BENEFIT CONSULTANT FOR ANNUAL GALA 0 660681 50260 610421 2464546 273956 2183290 CA CO CT FL IL MD MA NH NJ NY NC PA VA WA ANNUAL BENEFIT 660681 631801 28880 10900 52830 0 660681 631801 28880 10900 52830 63730 -34850 X X 1 1 0 0 0 0 0 0 0 MARK MERIDY EXECUTIVE DIRECTOR 329743 0 0 0 0 0 37100 0 15985 0 382828 0 0 0 DOROTHY HELLMER CHIEF FINANCIAL OFFICER 222996 0 0 0 0 0 11800 0 16226 0 251022 0 0 0 ALISON HODIN BAIER CHIEF PROGRAM OFFICER 223550 0 0 0 0 0 9080 0 51 0 232681 0 0 0 DOROTHY KAUFFMAN FORMER CHIEF ADVANCEMENT OFFICER 89174 0 0 0 83646 0 2227 0 4436 0 179483 0 0 0 JENNY NOTIS LYSS CHIEF ADVANCEMENT OFFICER 149373 0 0 0 0 0 0 0 7029 0 156402 0 0 0 JUDY ANN LOGAN HR DIRECTOR 135685 0 0 0 0 0 6592 0 8166 0 150443 0 0 0 PART I, LINES 4A-B THE FOLLOWING INDIVIDUAL WAS COVERED UNDER A NONQUALIFIED DEFERRED COMPENSATION PLAN: MARK MERIDY - $20,500 CERTAIN EXECUTIVES RECEIVED SEPARATION PAYMENTS FROM THE ORGANIZATION AND SUCH PAYMENTS ARE DISCLOSED IN SCHEDULE J, PART II, COLUMN B(III). X 11 174051 X VARIOUS 1 11183 X ROSH HASHANA PACKAGE DELIVERY 1 10603 COST X WINTER PACKAGE DELIVERY 1 6484 COST X PASSOVER PACKAGE DELIVERY 1 6100 COST X THANKSGIVING PACKAGE DELIVERY 1 4000 COST X PBS HOME GOODS 1 3275 X MEALS ON WHEELS 1 859 X PLAY GROUP THEATRE 1 540 X LARCHMONT TEMPLE 1 300 0 0 1 0 PART I, COLUMN (B): THE NUMBER ON PART I, COLUMN B REPRESENTS NUMBER OF DONORS. PART III - LINE 1 DOROT'S MISSION IS TO ALLEVIATE SOCIAL ISOLATION AMONG OLDER ADULTS AND PROVIDES SERVICES TO HELP THEM LIVE INDEPENDENTLY AS VALUED MEMBERS OF THE COMMUNITY. WE SERVE THE JEWISH AND WIDER COMMUNITY, BRINGING THE GENERATIONS TOGETHER IN A MUTUALLY BENEFICIAL PARTNERSHIP OF ELDERS, VOLUNTEERS AND PROFESSIONALS. OUR WORK PROVIDES AN EFFECTIVE MODEL FOR OTHERS. DOROT'S PROGRAMS: * ADDRESS BASIC NEEDS FOR OLDER ADULTS, SUCH AS ALLEVIATING SOCIAL ISOLATION AND LONELINESS, PROVIDING FOOD AND HEALTH AND WELLNESS SERVICES, AND LIFE MANAGEMENT SKILLS; * PROVIDE SOCIAL, CULTURAL, RELIGIOUS, ARTS AND EDUCATIONAL ACTIVITIES TO ALLEVIATE ISOLATION AND TO BRING THE GENERATIONS TOGETHER; * PROMOTE A STRONG ETHIC OF VOLUNTEERISM; AND * FOSTER RESPECT FOR HUMAN DIGNITY AMONG ALL PEOPLE OF ALL AGES IN ACCORDANCE WITH JEWISH VALUES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED TO CHANGE THE MAXIMUM NUMBER OF BOARD MEMBERS FROM 40 TO 35, NUMBER OF TERMS FROM 3 3-YEAR TERMS TO 4 3-YEAR TERMS. AND AN OFFICER AT THE END OF 4TH TERM MAY CONTINUE TO SERVE AS A DIRECTOR FOR AN ADDITIONAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS DISTRIBUTED TO THE BOARD AND REVIEWED BY THE EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER, AND THE CONTROLLER, AS WELL AS TREASURER, CHAIR OF AUDIT COMMITTEE, AND PRESIDENT OF THE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AN ANNUAL FORM AND DISCLOSE POSSIBLE CONFLICTS OF INTEREST. THESE ARE THEN DISCLOSED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SETS THE EXECUTIVE DIRECTOR'S COMPENSATION BY REVIEWING PERFORMANCE AND DATA PROVIDED BY OUTSIDE COMPENSATION STUDIES. THE EXECUTIVE COMMITTEE REVIEWS SALARY STUDIES DETAILING COMPARABLE POSITIONS. THE EXECUTIVE COMMITTEE ALSO REVIEWS INFORMATION ON INDUSTRY PERCENT SALARY INCREASES. THE COMPENSATION OF KEY EMPLOYEES IS SET THROUGH COMPARABILITY DATA AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. THE ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THEIR WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,288,493. MANAGEMENT AND GENERAL EXPENSES 106,145. FUNDRAISING EXPENSES 117,404. TOTAL EXPENSES 1,512,042. FORM 990, PART XI, LINE 9: ASC 842 LEASE ACCOUNTING ADJUSTMENT -54,120.