2021-04-30T10:59:49-05:00 2020-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2019-07-01 132793295 JULIA DYCKMAN ANDRUS MEMORIAL INC % CHARLES BEROLO JULI 9149653700 1156 NORTH BROADWAY YONKERS NY 10701 TITO DEL PILAR PRESIDENT & CEO 9149653700 2021-04-28 true Paul Hammerschmidt P01384178 2128858000 2021-04-28 2019 2022-09-23 18:48:47Z ANDRUS Tito Del Pilar 1156 NORTH BROADWAY YONKERS NY 10701 60990313 false X www.andruscc.org X 1974 NY NURTURES SOCIAL & EMOTIONAL WELL-BEING IN CHILDREN & THEIR FAMILIES BY DELIVERING A BROAD RANGE OF VITAL SERVICES & BY PROVIDING RESEARCH, TRAINING & INNOVATIVE PROGRAM MODELS 19 18 671 50 0 0 1911983 5201311 35974362 39245485 1313010 275004 84369 90880 39283724 44812680 12078 3394 0 0 30350658 32827355 0 0 593386 9482991 10795196 39845727 43625945 -562003 1186735 62770571 70753013 9929261 15679766 52841310 55073247 X ANDRUS NURTURES SOCIAL AND EMOTIONAL WELL-BEING IN CHILDREN AND THEIR FAMILIES BY DELIVERING A BROAD RANGE OF VITAL SERVICES AND BY PROVIDING RESEARCH, TRAINING, AND INNOVATIVE PROGRAM MODELS THAT PROMOTE STANDARDS OF EXCELLENCE FOR PROFESSIONAL PERFORMANCE IN AND BEYOND OUR SERVICE COMMUNITY. false false 24590952 3394 27288007 CAMPUS DIVISION - OPERATES ON OUR 107 ACRE CAMPUS LOCATED ON THE NORTH YONKERS/HASTINGS-ON-HUDSON BORDER. THE CAMPUS DIVISION CONSISTS OF TWO MAJOR SERVICES: 1) Residential Services offers assessment, individual, group, family and milieu therapy (including several evidence-based models), special education, family engagement, parent skills training, recreation, psychiatric and nursing services, speech and language intervention, occupational therapy and physical therapy for children placed in our care by school districts, at times the Departments of Social Services, and on occasion through private placement contracts. The program is designed to assist children ages 5-16 and their families to manage and cope with a wide array of problems that have brought them into treatment including childhood trauma, autistic spectrum disorders, mental illness, learning disabilities and other adjustment problems. The children live in our housing units and receive full room and board in addition to the services outlined above. IN TOTAL, 119 CHILDREN WERE SERVED. 2) Special Education/Day Services offers assessment, individual, group, family and milieu therapy (including several evidence-based models), special education, family engagement, parenting skills training, recreation, nursing services, speech and language intervention, occupational therapy and physical therapy for children placed in our care by local school districts. The program is designed to assist children ages 5-16 and their families to manage and cope with a wide array of problems that have brought them into treatment including childhood trauma, autistic spectrum disorders, mental illness, learning disabilities and other adjustment problems. Children placed in our day program are most often from home school districts and on occasion through private placement contracts. The children enrolled in this program are provided transportation by their home school districts. IN TOTAL, 98 CHILDREN WERE SERVED. 7375205 0 7681285 MENTAL HEALTH - offers outpatient services and assessments, individual, group and family therapy (including numerous evidence-based models), family engagement, crisis intervention, parent skills training, case management, psychological and psychiatric services. The program is designed to assist children ages 0-18, adults 21 and up and their families. A) THERAPY: individuals of all ages can participate in individualized therapy to meet their needs, including one-to-one, couple, family, and group treatment. B) CARE MANAGEMENT: individuals and families living in family shelters are eligible for case management services to increase access to community resources. C) OPEN ACCESS: walk-in services are available to community residents seeking individualized treatment. D) TESTING: individuals participating in active treatment through ANDRUS are eligible for psychological testing with referral from their therapist. E) PSYCHIATRY: individuals involved in active treatment are eligible to meet with a psychiatrist for evaluations and medication management. F) CLINICS: services are available at three community mental health clinics in Peekskill, White Plains, and Yonkers; individuals and families can access screening for eligibility through open access and scheduled appointments. G) SCHOOLS: each clinic partners with schools in the community through the Social Emotional Enrichment & Development Program (S.E.E.D.); students attending these schools are eligible for in-school therapy services by referral. We currently serve six school districts in Westchester County, which includes 9 schools in Yonkers, 1 Yorktown Head Start Program, 4 schools in Peekskill, 6 schools in Lakeland, 6 schools in Ossining, 3 schools in Elmsford, 2 school in White Plains (3 are pending approval from OMH). COMMUNITY: wellness and psycho-educational workshops are provided at family shelters and available to all residents. The population served live in Westchester County communities and are referred for services by schools, family court, Departments of Social Services, pediatricians and other service providers. Services are generally paid for by Medicaid, Managed Care Medicaid and other insurance carriers. IN TOTAL, 2,103 CHILDREN AND 720 ADULTS WERE SERVED. 4355762 0 3328869 Community - provides a range of health promoting, school readiness, parent education and family support programs throughout Westchester, Bronx and upper Manhattan. The programs work in collaboration with public schools, child-care centers, clinics, the Department of Social Services and other local institutions. Our Community Programs consist of home visiting programs, care coordination services and child and school-aged center-based care. A) Healthy Families New York (HFNY) works with new parents assessed to be at risk for child abuse and provides parent education and support for children and families to give them a good start in life. HFNY served 94 children and families last year. B) ANDRUS Parenting Services (APS) formally called Therapeutic and Parent Aide Services (TAPAS), is a mandated preventive service program and provides support to families who have been the subject of child abuse allegations and seeks to keep families together and promote safety utilizing a trauma-informed lens. APS served 29 families and 58 children last year. C) Care Management (CM) provides care coordination services to children who have complex health issues and are enrolled in Medicaid. We served a total of 341 children last year. D) Andrus Early Learning Center (AELC) is a childcare center with an operating capacity to serving up to 137 children a day, providing a safe and stimulating learning environment for pre-school children. The program offers a diverse learning atmosphere that includes integrated classrooms through a collaboration with The Childrens School Arc of Westchester and Head Start services via a contract with Westchester Community Opportunity Program. AELC served 137 children. E) Eastchester After School Youth (EASY) is an after school program located in the Eastchester Elementary School and provides a safe and stimulating place for children to spend their after school hours. EASY served 106 children. Each program is grounded in the principles that quality care requires collaboration among all the relevant stakeholders. Thus, each program draws on the input and resources of family members and community leaders, as well as on support from private and public funders. IN TOTAL, 736 CHILDREN WERE SERVED. 1413708 947324 THE SANCTUARY INSTITUTE 1413708 947324 37735627 true true false false false false false false false true true true false false true true true false false false false false false false true false false false false true false false false false false true false false true false false false false false false false false true 79 0 true 671 true false false false false false true true false false false false false false X 19 18 true false false false true true true true true false false true true true true true true true false false NY X CHARLES BEROLO 9149653700 1156 NORTH BROADWAY YONKERS NY 10701 X Bryan R Murphy President & CEO, THRU 6/12/20 35.0 0.0 X 286066 0 92908 Jason Honecker Vice President & COO 35.0 0.0 X 205234 0 54732 Charles Berolo Vice President & CFO 35.0 0.0 X 196526 0 41552 Raul E DelPilar Vp, Human Resources 35.0 0.0 X 183849 0 29940 Paula Tabares Psychiatrist 25.0 0.0 X 143477 0 40695 CORINE LURRY-MABIN VP, Comm. Based Programs 35.0 0.0 X 143436 0 39935 Karl Kessler Psychiatrist 32.0 0.0 X 159005 0 5377 Gail Keith Senior Director & Controller 25.0 0.0 X 145645 0 16753 SUSAN GUMA board chair 7.0 0.0 X X 0 0 0 Hamlin A Pakradooni Board Chair, Thru 7/2019 3.0 0.0 X X 0 0 0 Patricia E Daye Vice Chair 3.0 0.0 X X 0 0 0 Steven J Friedman Treasurer 5.0 0.0 X X 0 0 0 Nancy C Spensley Secretary 1.5 0.0 X X 0 0 0 James Black board member 3.0 0.0 X 0 0 0 Thomas J Condon BOARD MEMBER 1.0 0.0 X 0 0 0 David Dobell Board Member, thru 6/15/20 1.0 0.0 X 0 0 0 David G Earley Board Member 1.0 0.0 X 0 0 0 Senator Rene Garcia Board Member 0.5 0.0 X 0 0 0 Melinda George Board Member 2.0 0.0 X 0 0 0 Lawrence SC GriffithMD Board Member 1.0 0.0 X 0 0 0 F Christopher Gilbert Board Member 0.5 0.0 X 0 0 0 Mary L Meador MD Board Member 1.0 0.0 X 0 0 0 William H MulliganJrEsq Board Member 0.5 0.0 X 0 0 0 Paul Scharf Board Member 1.0 0.0 X 0 0 0 Barbara Z Smith Board Member, thru 6/15/20 1.0 0.0 X 0 0 0 Michael Spensley Board Member 3.0 0.0 X 0 0 0 David H Sullivan Board Member, eff. 12/3/19 0.5 0.0 X 0 0 0 Richard S Thorpe MD Board Member 0.5 0.0 X 0 0 0 Katy M Tucci BOARD MEMBER 1.0 0.0 X 0 0 0 Tito Del Pilar EFF 61520 Interim President & CEO 35.0 0.0 X 0 0 0 1463238 0 321892 14 false true false Compufit LLC 2 Lyon Place WHITE PLAINS NY 10601 IT Services 530017 Thurston Foods Inc 30 Thurston Drive WALLINGTON CT 06492 catering 263532 Blackstone Heating Air 8 Lawn Avenue NEW ROCHELLE NY 10801 HEAT/AIR CONTRACTOR 259528 CDW Government Inc 75 Remittance Drive CHICAGO IL 60675 IT SERVICES 221101 BDO USA LLP 622 Third Avenue NEW YORK NY 10017 accounting 210275 10 157353 5043958 144478 5201311 MEDICAID/MEDICARE PAYMENTS 624200 18735230 18735230 TUITION INCOME 611710 11486295 11486295 MAINTENANCE INCOME 900099 4976121 4976121 GOVERNMENT GRANTS AND CONTRACTS 900099 1465730 1465730 TRAINING SERVICES 624200 976659 976659 1605450 1605450 39245485 770435 770435 0 0 90880 90880 0 90880 90880 15590195 16085626 -495431 -495431 -495431 92007 157353 92007 0 0 0 0 0 0 0 44812680 39245485 365884 0 3394 3394 0 0 919330 723836 195494 0 24366937 22430303 1808046 128588 533732 497070 34685 1977 4002656 3730475 263279 8902 3004700 2689083 281180 34437 0 108060 76660 31400 160000 10000 150000 0 0 157437 157437 1303604 471917 679057 152630 0 862901 564067 292018 6816 810412 534619 272994 2799 0 1992127 1950137 41990 74783 74138 503 142 0 60226 35525 24686 15 208030 168608 39422 0 1297025 1208036 88989 544623 453212 91411 CHILDREN'S EXPENSES 1215421 1211133 4288 BAD DEBT EXPENSE 1025139 1017139 8000 STAFF ACTIVITIES 750670 486777 259198 4695 DUES AND SUBSCRIPTIONS 131472 70415 50771 10286 93266 52919 1742 38605 43625945 37735627 5296932 593386 1697236 3737551 4085528 10074551 426950 3128525 5004966 4955747 0 0 0 0 0 0 0 0 286242 419554 42257628 31347084 11986796 10910544 33946697 31990837 5212602 5429619 0 0 0 0 123554 106085 62770571 70753013 4567942 4845741 0 0 147527 212767 0 0 0 0 0 0 5213792 4690658 0 0 0 5930600 9929261 15679766 X 51668979 50939079 1172331 4134168 52841310 55073247 62770571 70753013 X 1186735 1319110 -273908 X false true X true false X 3579408 2486063 1977878 1911983 5201311 15156643 31888124 33085868 32145106 35974362 39245485 172338945 0 0 0 35467532 35571931 34122984 37886345 44446796 187495588 2372664 1577060 1362311 1459160 79184 6850379 0 2372664 1577060 1362311 1459160 79184 6850379 180645209 1850145 1142584 1499937 817321 770435 6080422 0 1850145 1142584 1499937 817321 770435 6080422 14082 0 0 0 0 14082 269598 27829 12905 0 0 310332 37601357 36742344 35635826 38703666 45217231 193900424 0.93164 0.91136 0.03136 0.04283 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40590281 116292 1431528 1851495 40286606 40197067 117085 2230750 1954621 40590281 40529863 2863192 2965833 230155 40197067 37784154 4947730 2054904 147117 40529863 39408550 -1102370 367541 154485 37784154 0.99920 0.00080 false false 99648 99648 31018398 21753356 9265042 1055702 925638 130064 7433913 6452000 981913 2649967 2216090 433877 10910544 INVESTMENT IN LIMITED P'SHIPS 5429619 F 5429619 0 PAYCHECK PROTECTION PROGRAM LOAN 5930600 5930600 X 45700445 1319110 -273908 1045202 44655243 157437 157437 44812680 43468508 43468508 157437 157437 43625945 PART V, LINE 4: THE PERMANENTLY RESTRICTED ENDOWMENT OF $31,959 ENDED TO PROVIDE A CONTRIBUTION IN THE AMOUNT OF YEARLY INTEREST CONTRIBUTION TO THE ORGANIZATION'S COMMUNITY DIVISION (AELC) IN PERPETUITY IN THE DONOR'S NAME. THE BOARD-DESIGNATED ENDOWMENT OF $40,254,647 IN VEHICLES SUCH AS MONEY MARKET FUNDS, MUTUAL FUNDS, GOVERNMENT AND EQUITY SECURITIES. THESE FUNDS PROVIDE A STREAM OF RETURNS THAT WOULD BE UTILIZED TO FUND VARIOUS PROGRAMS. PART X, LINE 2: Under GAAP, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination. Julia Dyckman Andrus Memorial, Inc. does not believe there are any material uncertain tax positions and, accordingly, it will not recognize the financial statement effects for unrecognized tax positions. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed IRS Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended June 30, 2020, there was no interest or penalties recorded or included in the statement of activities. The organization is subject to routine audits by a taxing authority. As of June 30, 2020, the organization was not subject to any examination by a taxing authority. PART XI, LINE 4B: Appropriation of non-operating contributions...........$273,908. NY FALL GALA 249360 157353 92007 92007 0 249360 157353 92007 92007 92007 X true true X X X X false false false false false false false false false Bryan R Murphy President & CEO, THRU 6/12/20 286066 0 0 0 0 0 8436 0 84472 0 378974 0 0 0 Charles Berolo Vice President & CFO 196526 0 0 0 0 0 6083 0 35469 0 238078 0 0 0 Jason Honecker Vice President & COO 205234 0 0 0 0 0 6143 0 48589 0 259966 0 0 0 Raul E DelPilar Vp, Human Resources 183849 0 0 0 0 0 5626 0 24314 0 213789 0 0 0 CORINE LURRY-MABIN VP, Comm. Based Programs 143436 0 0 0 0 0 4548 0 35387 0 183371 0 0 0 Paula Tabares Psychiatrist 143477 0 0 0 0 0 2874 0 37821 0 184172 0 0 0 Karl Kessler Psychiatrist 159005 0 0 0 0 0 4800 0 577 0 164382 0 0 0 Gail Keith Senior Director & Controller 145645 0 0 0 0 0 4392 0 12361 0 162398 0 0 0 PART I, LINE 1A: THE PRESIDENT AND CEO, BRYAN R. MURPHY, RECEIVES USE OF AN AGENCY-OWNED RESIDENCE FOR PERSONAL USE AND BUSINESS USE. THIS RESIDENCE IS ALSO USED FOR AGENCY FUNCTIONS INCLUDING BOARD EVENTS, FUNDRAISING EVENTS, STAFF TRAININGS, STAFF MEETINGS AND EVENTS FOR THE CHILDREN AND FAMILIES THAT THE AGENCY SERVES. THE USE OF THE RESIDENCE IS FOR THE CONVENIENCE OF THE EMPLOYER AND IS A CONDITION OF THE PRESIDENT AND CEO'S EMPLOYMENT. HIS EMPLOYMENT REQUIRES THAT HE BE AVAILABLE FOR EMERGENCY CAMPUS MANAGEMENT AT ALL TIMES. SCHEDULE J, PART II, COLUMN(D) INCLUDES FAIR MARKET VALUE OF HOUSING ESTIMATED AT $60,000. The Chief Operating Officer, Jason Honecker, also has the use of an agency-owned residence for personal and business purposes. The residence is for the convenience of the employer and a condition of the COOs employment. It allows him/her to be available for campus and agency-wide emergency management as well as interfacing with the local authorities (fire and police) at a moments notice. The nature of his position deems it necessary for an executive administrators presence onsite 24/7 when warranted and in support of the President and CEO. SCHEDULE J, PART II, COLUMN(D) INCLUDES FAIR MARKET VALUE OF HOUSING ESTIMATED AT $47,940. Blackstone Heating Air 100% owned by JAMES BLACK, BOARD MEMBER 438000 Contractor false X 5 116312 MARKET QUOTATION X CHILDREN ACTIVITIES 5 2440 FMV X CHILDREN SUPPLIES 37 23796 FMV X CHILDREN CLOTHING 2 1635 FMV X OTHER 1 295 FMV false false false PART I, COLUMN (B): The numerical data in column (b) represents a combination of the number of contributors and the number of items received. FORM 990, PART III, LINE 4D: The Sanctuary Institute at Andrus (SI), as part of the Andrus Center for Learning & Innovation (ACLI), offers training and consultation services to other organizations seeking to implement the Sanctuary Model. The Sanctuary Model is a trauma informed system of care directed at helping clients, staff and organizations manage the impact of repetitive stress. TOTAL EXPENSES: $1,413,708. TOTAL REVENUE: $947,324. FORM 990, PART VI, SECTION A, LINE 2: Our organization was founded by a private philanthropist, John Emory Andrus, in 1928. It is governed by a Board of Directors who serve without compensation. It has been a tradition of the organization to invite members of the extended Andrus family to serve as Directors alongside of other non-related Directors who form the majority and represent our local community. In their capacity as Directors, as is the case for all of our Directors, members of the Andrus family serve as volunteers and are not compensated. Directors' terms are for three years and are renewable indefinitely. The current Directors who are related to the founder are: - LAWRENCE S.C. GRIFFITH, M.D. - DAVID EARLEY - MELINDA GEORGE - HAMLIN PAKRADOONI (BOARD CHAIR THRU 7/2019) - RICHARD THORPE - NANCY SPENSELY - MICHAEL SPENSLEY - MARY L. MEADOR, M.D. - F. CHRISTOPHER GILBERT THERE ARE NO BUSINESS RELATIONSHIPS, AS DEFINED ABOVE AMONG OUR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES OR HIGHLY COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION A, LINES 6, 7A AND 8: Julia Dyckman Andrus Memorial, Inc. is a "Membership Corporationthe members are descendants or spouses of the descendants of the founder (John Andrus) who are both "Members" of Julia Dyckman Andrus Memorial (the exempt organization) and also sit on the Board of SURDNA which is the Andrus Family Foundation. In that capacity they meet the criteria of "volunteersindependent status. There are only two categories of Decisions that are approved by the Members: 1. APPOINTMENTS OF DIRECTORS TO THE BOARD OF THE JULIA DYCKMAN ANDRUS MEMORIAL; AND, 2. ANY RECOMMENDATIONS RELATED TO THE REVISION OF THE ARTICLES OF INCORPORATION, THE BY-LAWS OF THE CORPORATION OR THE DISSOLUTION OF THE MEMORIAL. IN ALL OTHER CATEGORIES OF DECISION MAKING, THE BOARD OF THE MEMORIAL RETAINS AUTONOMY. FORM 990, PART VI, SECTION B, LINE 11B: The Chief Financial Officer and the Director of Financial Operations will review the Draft Form 990. Once the internal review is completed, the Chief Financial Officer will send a copy of Form 990 to the Executive Committee of Julia Dyckman and to all of the Board of Directors. They will be given the opportunity to review and ask whatever questions they may have. After all the questions and issues are discussed and resolved, then we will give the authorization for our auditors to file. FORM 990, PART VI, SECTION B, LINE 12C: Upon appointment or hire, and February of each year, the Organization's online learning management system notifies each officer, director, key employee and other selected staff to complete the Conflict of Interest training which requires them to review the Conflict-of-Interest Policy and disclose any potential conflicts, if any. Potential conflicts involving corporate officers, key employees and selected staff are reviewed by the President/CEO. Potential conflicts involving board members are reviewed by the Chairman of the Board. Potential conflicts involving the Board Chairman are reviewed by the Executive Committee of the Board without the Board Chairman. FORM 990, PART VI, SECTION B, LINE 15A: IN CALENDAR YEAR 2019, THERE WAS A REVIEW OF THE PRESIDENT AND CEO'S COMPENSATION AND BASED ON THE REVIEW A 2% INCREASE IN WAGES OCCURRED. AT THAT TIME, THE FOLLOWING WAS INCLUDED IN THE DETERMINATION AND EVALUATION PROCESS: - The BDO 600 - 2019 CEO/CFO Compensation Practices Report - The Alliance for Strong Families and Communities' US Human Services Workforce Trends and Compensation Study (2018 and 2019) - Guidestar's 2019 Nonprofit Compensation Report THE COMPENSATION WAS APPROVED BY THE BOARD. ALL CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION AND DECISIONS IS RECORDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT AND CEO PRIMARILY SETS THE SALARY FOR OTHER OFFICERS. THE BASIS FOR THESE SALARIES COMES FROM A VARIETY OF INDEPENDENT STUDIES AND SURVEYS ON PROFESSIONAL AND KEY EMPLOYEE COMPENSATION INCLUDING THE FOLLOWING: - 2019 COFCCA Workforce Compensation Report - The BDO 600 - 2019 CEO/CFO Compensation Practices Report (specifically for the CFO role) - 2018 National Council of Nonprofits Executive Compensation Report - 2018 and 2019 US Human Services Workforce Trends and Compensation Study - Alliance for Strong Families and Communities - 2019 GuideStar's Nonprofit Compensation Report. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: Appropriation of non-operating contributions......$(273,908).