2021-03-30T15:23:26-05:00 2020-06-30 113266576 GRASSI & CO CPA'S PC 488 MADISON AVENUE 21ST FLOOR NEW YORK NY 10022 990 2019-07-01 133277408 ALZHEIMER'S DISEASE AND RELATED DISORDERS NEW YORK CITY INC ALZH 6467442900 360 LEXINGTON AVENUE 3RD FL NEW YORK NY 10017 ELEONORA CARMEN TORNATORE PRESIDENT AND CEO 6467442900 2021-03-30 1 DAVID ROTTKAMP P01303468 2126616166 2019 2022-09-23 18:48:47Z CARINGKIND ELEONORA CARMEN TORNATORE 360 LEXINGTON AVE 3RD FL NEW YORK NY 10017 3594320 0 X WWW.CARINGKINDNYC.ORG X 1985 NY THE MISSION OF CARINGKIND IS TO CREATE, DELIVER, AND PROMOTE COMPREHENSIVE AND COMPASSIONATE CARE AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES AFFECTED BY ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AND TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH. WE ACHIEVE OUR MISSION BY PROVIDING PROGRAMS AND SERVICES FOR INDIVIDUALS WITH DEMENTIA, THEIR FAMILY AND PROFESSIONAL CAREGIVERS; INCREASING PUBLIC AWARENESS; COLLABORATING WITH RESEARCH CENTERS; AND INFORMING PUBLIC POLICY THROUGH ADVOCACY. 14 14 40 350 3520 2353 5849129 3001014 330439 445808 10828 8672 97136 30400 6287532 3485894 192425 233855 0 0 2941802 2639712 47000 27750 587433 3085029 1529728 6266256 4431045 21276 -945151 3692768 3194996 1387531 1838211 2305237 1356785 X TO CREATE, DELIVER, AND PROMOTE COMPREHENSIVE AND COMPASSIONATE CARE AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES AFFECTED BY ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AND TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH. 0 0 1952181 226505 398455 PATIENT AND FAMILY SERVICES - CARINGKIND OFFERS A HELPLINE RUN BY PROFESSIONAL STAFF; INDIVIDUAL AND FAMILY COUNSELING SESSIONS WITH LICENSED SOCIAL WORKERS; A VAST NETWORK OF SUPPORT GROUPS; AND A WANDERER'S SAFETY PROGRAM. THESE SERVICES IMPROVE THE AFFECTED INDIVIDUAL AND THEIR CAREGIVER'S QUALITY OF LIFE AND DECREASES THE STRESSFUL IMPACT OF ALZHEIMER'S AND DEMENTIA. SOCIAL WORKERS IDENTIFY AREAS OF NEED AND PROVIDE ASSISTANCE AND PSYCHOSOCIAL SUPPORT THROUGH EDUCATION ABOUT THE DISEASE AND SYMPTOM MANAGEMENT, PROBLEM SOLVING, PLANNING FOR FUTURE NEEDS, AND LINKAGES WITH RESOURCES, PARTICULARLY DURING TRANSITIONAL OR CRISIS SITUATIONS. 1063045 7350 47353 PUBLIC AWARENESS AND EDUCATION - ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE, AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 5 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND MORE THAN 15 MILLION PEOPLE ARE PROVIDING UNPAID CARE AND SUPPORT. THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES. CARINGKIND HAS INVESTED IN EDUCATION CAMPAIGNS AND INITIATIVES TO INCREASE KNOWLEDGE ABOUT ALZHEIMER'S DISEASE AND AWARENESS OF THE ORGANIZATION AS THE CENTER OF HELP AND HOPE. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS ARE ENGAGED TO EDUCATE THEIR COMMUNITIES AND WORKPLACES. 10667 RESEARCH - CARINGKIND REMAINS COMMITTED TO THE ADVANCEMENT OF RESEARCH TOWARDS THE GOAL OF ELIMINATING ALZHEIMER'S DISEASE. WE ACHIEVE THIS GOAL THROUGH COLLABORATING WITH RESEARCH CENTERS, AND SCIENTISTS IN NEW YORK CITY, NATIONALLY AND INTERNATIONALLY; HELPING TO RECRUIT SUBJECTS FOR RESEARCH, EDUCATING OUR COMMUNITY ABOUT THE IMPORTANCE OF RESEARCH, AND HOW TO PARTICIPATE IN RESEARCH TRIALS. WE HAVE AN AGREEMENT WITH THE CURE ALZHEIMER'S FUND, WHICH PROVIDES INFORMATION AND UPDATES ON RESEARCH TO THE CARINGKIND STAFF AND VOLUNTEERS. ALL RESTRICTED RESEARCH DONATIONS ARE PASSED-THROUGH TO CURE ALZHEIMER'S FUND. 9691 PUBLIC POLICY - ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. POLICY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES. 9691 3035584 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 58 0 1 40 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X ALEX WONG 6467442916 360 LEXINGTON AVENUE 3RD FL NEW YORK NY 10017 DAVID Z HIRSH CHAIR 0.80 X X 0 0 0 SHARON KILMER VICE CHAIR & TREASURER 1.10 X X 0 0 0 PAULINE YEUNG-HA SECRETARY 0.40 X X 0 0 0 BENJAMIN J JENKINS DIRECTOR 0.60 X 0 0 0 JONATHAN S HENES DIRECTOR RESIGNED 6/2020 0.30 X 0 0 0 JEFFREY JONES DIRECTOR 0.60 X 0 0 0 LINDA LAGORGA DIRECTOR 0.30 X 0 0 0 JOHN R LATHAM DIRECTOR RESIGNED 6/2020 0.10 X 0 0 0 AARON MARKS DIRECTOR RESIGNED 6/2020 0.10 X 0 0 0 LOUIS M SALERNO DIRECTOR RESIGNED 6/2020 0.10 X 0 0 0 ELAINE THOMAS DIRECTOR 0.30 X 0 0 0 DAVID WEINBERG DIRECTOR RESIGNED 6/2020 0.30 X 0 0 0 MARK ZURACK DIRECTOR 1.00 X 0 0 0 SANDRA S BARON DIRECTOR 0.10 X 0 0 0 RACHEL BERK DIRECTOR 0.10 X 0 0 0 RICHARD S HELSTEIN DIRECTOR 0.10 X 0 0 0 BETTY BRENNAN DIRECTOR 0.10 X 0 0 0 SARAH HOIT DIRECTOR 0.10 X 0 0 0 GURNEY WILLIAMS DIRECTOR 0.10 X 0 0 0 JED A LEVINE PRESIDENT & CEO 41.00 X 189067 0 29118 ELEONORA CARMEN TORNATORE PRESIDENT & CEO (STARTED 6/1/20) 41.00 X 0 0 0 ALEX WONG CHIEF FINANCIAL OFFICER 46.00 X 105919 0 15660 LOU-ELLEN BARKAN FOUNDING DIRECTOR 23.00 X 163553 0 21032 CAROL BERNE SENIOR VICE PRESIDENT OF D 41.00 X 148916 0 15025 PEGGY CHU SENIOR VICE PRESIDENT, CAO 41.00 X 102381 0 22282 709836 0 103117 5 0 1 0 0 1164700 1836314 97075 3001014 PATIENT AND FAMILY SER 624100 398455 398455 PUBLIC AWARENESS AND E 624100 47353 47353 445808 8288 8288 92185 91801 384 384 384 0 1164700 16625 -16625 -16625 47025 3520 43505 47025 3485894 445808 3520 35552 1143 1143 232712 232712 536861 142208 278584 116069 1656533 1171707 290441 194385 57185 47703 4777 4705 186485 117930 43223 25332 202648 123028 51307 28313 36197 36197 27750 27750 223007 201663 7551 13793 1711 1688 23 170792 77966 8549 84277 757965 638921 60679 58365 11498 8657 563 2278 27649 20247 108 7294 235124 204985 15377 14762 25085 17761 4700 2624 OTHER MISCELLANEOUS 17964 7029 5972 4963 RESEARCH PAYMENTS TO NA 10667 10667 CLIENT SERVICES 5268 5268 BAD DEBT 5000 2500 2500 1801 1801 4431045 3035584 808028 587433 X 249982 106010 0 143972 499 298 929307 1243811 396189 180643 63330 135525 1651 1632 61421 85057 3420829 2001623 1648012 1419206 13074 13894 579285 114930 3692768 3194996 187766 223013 467400 1199765 1147798 1387531 1838211 X 771000 489261 1534237 867524 2305237 1356785 3692768 3194996 -945151 -3301 0 X X 0 1 X 1 0 X 6883542 5389521 4406241 5849129 3001014 25529447 6883542 5389521 4406241 5849129 3001014 25529447 638054 24891393 48735 26774 10168 10548 8288 104513 13820 17249 18225 5010 3520 57824 336288 440528 392935 216027 43505 1429283 27121067 4947986 0.91780 0.92120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE - 2015 AMOUNT: $ 330,030. 2016 AMOUNT: $ 425,675. 2017 AMOUNT: $ 351,530. 2018 AMOUNT: $ 179,123. 2019 AMOUNT: $ 0. OTHER INCOME - 2015 AMOUNT: $ 6,258. 2016 AMOUNT: $ 14,853. 2017 AMOUNT: $ 41,405. 2018 AMOUNT: $ 36,904. 2019 AMOUNT: $ 43,505. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 3 0 0 1 8893 0 0 8896 0 PART II-B, LINE 1: EACH YEAR, ORGANIZATION'S STAFF APPROACH VARIOUS NEW YORK CITY COUNCIL MEMBERS AND BOROUGH PRESIDENTS' STAFF. 266585 4695 271280 261236 5349 266585 261162 74 261236 261135 27 261162 261095 40 261135 1.00000 0 0 2695842 1325366 1370476 724987 676257 48730 1419206 ANNUITY PAYMENT OBLIGATIONS 19686 DEFERRED RENT 1128112 1147798 X 3496899 -3301 14306 11005 3485894 0 3485894 4445351 14306 14306 4431045 0 4431045 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FOUR INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED TO CREATE AND PROMOTE COMPREHENSIVE AND HUMANE CARE AND TREATMENT FOR PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DISORDERS, AND TO PROVIDE SUPPORT FOR THEIR FAMILIES AND PROFESSIONAL CAREGIVERS. PART X, LINE 2: CARINGKIND APPLIES THE PROVISIONS PERTAINING TO UNCERTAIN TAX PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES, AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CARINGKIND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CARINGKIND BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017. X X X X X X 1 FUNDMETRIC INCORPORATED 1526 DRESDEN ROW SUITE 502 HALIFAX B3J3K3 CA CREATION AND MANAGEMENT OF A YEAR-END CAMPAIGN 0 652686 6750 645936 KLO EVENTS LLC 1256 SIMON BOULEVARD SUITE J101 EASTON PA 18042 ALL FUNDRAISING SERVICES THROUGH OCT. 2019 0 472531 21000 451531 1125217 27750 1097467 NY CARINGKIND WALK 472531 472531 VIRTUAL GALA 442231 442231 5 249938 249938 16625 1164700 1164700 16625 16625 -16625 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS TO KLO EVENTS AND FUNDMETRIC INCORPORATED WERE FOR PROFESSIONAL FUNDRAISING SERVICES ONLY AND DID NOT INCLUDE PAYMENT OF OTHER FUNDRAISING EXPENSES. 1 WANDERER'S SAFETY PROGRAM-INDIVIDUAL GRANTS UNDER $5,000 854 52692 FAIR MARKET VALUE FINANCIAL ASSISTANCE PROVIDED TO FAMILY AND OTHER CAREGIVERS 95 172670 FAIR MARKET VALUE TRAINING STIPENDS UNDER $5,000 49 7350 FAIR MARKET VALUE PART I, LINE 2: ALL FINANCIAL ASSISTANCE AWARDS GIVEN TO INDIVIDUALS OR ORGANIZATIONS ARE REVIEWED ON A REGULAR BASIS. PAYMENTS ARE REVIEWED AND APPROVED BY THE RESPONSIBLE MANAGER(S) TO ENSURE PROPER JUSTIFICATION. THERE ARE NO INDIVIDUAL GRANTS OVER $5,000. X X X X X 0 0 0 0 0 0 0 0 0 JED A LEVINE PRESIDENT & CEO 189067 0 0 0 0 0 19125 0 9993 0 218185 0 0 0 LOU-ELLEN BARKAN FOUNDING DIRECTOR 163553 0 0 0 0 0 16746 0 4286 0 184585 0 0 0 CAROL BERNE SENIOR VICE PRESIDENT OF D 148916 0 0 0 0 0 7419 0 7606 0 163941 0 0 0 X 4 1527 SELLING PRICE OF DONATED X 11 95548 MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES "INSURANCE AUTO AUCTIONS" TO PROCESS VEHICLE DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE APPROXIMATELY 14 DAYS PRIOR TO THE FILING DATE FOR THEIR REVIEW AND COMMENT. THE AMENDED DRAFT IS THEN SENT TO THE FULL BOARD APPROXIMATELY 7 DAYS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBER PROSPECTS MUST SIGN THE CONFLICT OF INTEREST POLICY, BEFORE THEY ARE INVITED TO JOIN THE BOARD. ADDITIONALLY, ALL CURRENT OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE POLICY EACH YEAR. THEY ARE ALSO REQUIRED TO DISCLOSE IMMEDIATELY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS, SHOULD THESE OCCUR DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 CEO'S PERFORMANCE IS REVIEWED BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE FULL BOARD. THE BOARD'S EXECUTIVE COMMITTEE ALSO REVIEWS DATA RELATING TO SALARIES OF CEOS OF OTHER SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS. BASED UPON THIS FEEDBACK AND MARKET DATA, THE EXECUTIVE COMMITTEE RECOMMENDEDS THE COMPENSATION AMOUNT FOR THE CEO FOR THE UPCOMING FISCAL YEAR TO THE FULL BOARD. HOWEVER, THERE WAS A TRANSITION IN CEO THIS YEAR AND THE COMPENSATION FOR THE INCOMING CEO WAS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE AFTER REVIEWING MARKET RATES FOR CEOS OF OTHER SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS AND PRESENTED TO THE FULL BOARD FOR APPROVAL. THE SALARIES OF KEY MANAGEMENT EMPLOYEES WERE DETERMINED BY THE CEO AND PRESENTED TO THE BOARD'S EXECUTIVE COMMITTEE. UPON THE APPROVAL OF THE EXECUTIVE COMMITTEE, THE FULL BOARD REVIEWED COMPENSATION THROUGH THE APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 CARINGKIND'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C CARINGKIND HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND COMPILATION OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.