SHIELD OF DAVID INC DBA THE SHIELD INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHIELD OF DAVID INC DBA THE SHIELD INSTITUTE (EIN 13-1740041)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201941349349308119
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:15:21-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIELD OF DAVID INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIE | BusinessNameControlTxt |
| Phone | 7189398700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144-61 ROOSEVELT AVENUE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PROVENZANO | PersonNm |
| Person Title | EXEC. DIR. | PersonTitleTxt |
| Phone | 7182692023 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA M CZERNIAWSKI CPA | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.165.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 11:01:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CE55B992A4E7BB938BB83E29A744DC585541D033 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9F00FD95E436BC684235A774996A9E8B56183B1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN PROVENZANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144-61 ROOSEVELT AVENUE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,902,908 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHIELD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SHIELD OF DAVID, INC. PROVIDES _EDUCATIONAL/OTHER SERVICES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. ALSO KNOWN AS "THE SHIELD INSTITUTE" - "A NOT FOR PROFIT CORPORATION". OUR MISSION IS TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES. OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL PLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 556 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,563 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $767,166 | PYContributionsGrantsAmt |
| CY Contributions Grants | $761,808 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,465,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,130,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,021 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,161 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,914 | CYOtherRevenueAmt |
| PY Total Revenue | $34,234,136 | PYTotalRevenueAmt |
| CY Total Revenue | $34,887,874 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,667,245 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,331,727 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $71,811 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,520,005 | PYOtherExpensesAmt |
| CY Other Expenses | $11,243,500 | CYOtherExpensesAmt |
| PY Total Expenses | $34,187,250 | PYTotalExpensesAmt |
| CY Total Expenses | $34,575,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $312,647 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,352,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,998,331 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,875,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,263,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$523,252 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,734,364 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATIONAL AND OTHER SERVICES TO INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED. OUR MISSION TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES. OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL-FLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,882,134 | ExpenseAmt |
| Revenue | $16,669,878 | RevenueAmt |
| Desc | DAY HABILITATION: FULL TIME ADULT DAY AND EVENING PROGRAMS SERVING OVER 500 CLIENTS WHERE WE PROVIDE A VARIETY OF GROUP AND INDIVIDUALS INTEREST AND LIFE GOALS. CENTER BASED AND COMMUNITY ACTIVITIES PROVIDE LIFE EXPERIENCES TO ENHANCE OPPORTUNITY INDEPENDENCE AND INCLUSION IN THE COMMUNITIES. SATURDAY SERVICES PROVIDE ENHANCED OPPORTUNITIES FOR SOCIALIZATION, RECREATION AND COMMUNITY INCLUSION SUPPLEMENTAL SERVICES ARE PROVIDED FOR INDIVIDUALS WHO ARE INVOLVED IN OTHER DAY ACTIVITIES TO ENHANCE THEIR ABILITY TO PARTICIPATE IN THE COMMUNITY ALSO, PART-TIME SERVICES ARE AVAILABLE FOR ADOLESCENTS/YOUNG ADULTS WHO ARE AGING OUT OF SCHOOL SERVICES TO SUPPORT IN THEIR TRANSITION TO ADULT LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,520,469 | ExpenseAmt |
| Revenue | $14,813,814 | RevenueAmt |
| Desc | EDUCATION DAY SCHOOL PROGRAMS ARE PROVIDED TO OVER 420 STUDENTS. PRESCHOOL PROGRAM PROVIDES MULTIDISCIPLINARY EVALUATIONS, MONOLINGUAL AND BILINGUAL SPECIAL EDUCATION AND RELATED SERVICES TO CHILDREN, AGES 3 TO 5 IN A CHILD CENTERED CLASSROOM SETTING. SPECIALIZED INSTRUCTION FOR CHILDREN WHO DISPLAY CHARACTERISTICS ON THE AUTISM SPECTRUM, INCLUDES STRUCTURED TEACHING, AIDED LANGUAGE,AND PECS. PROGRAM INCLUDED INTEGRATED CLASSES THAT PROVIDE AN OPPORTUNITY FOR CHILDREN WITH SPECIAL NEEDS TO LEARN AND PLAY WITH TYPICALLY DEVELOPING CHILDREN. ALSO, OUR SCHOOL AGE PROGRAM PROVIDES SPECIAL EDUCATION PROGRAMMING, PERSON CENTERED PLANNING, SPEECH, COUNSELING, OCCUPATIONAL AND PHYSICAL THERAPY TO CHILDREN AGES 6 TO 21 WHO HAVE BEEN DIAGNOSED WITH A DEVELOPMENTAL DISABILITY. CLASSROOM INSTRUCTION FOR CHILDREN DIAGNOSED ON THE AUTISM SPECTRUM INCLUDES STRUCTURED TEACHING, AUGMENTATIVE AND ALTERNATIVE COMMUNICATION, AIDED LANGUAGE AND PICTURE EXCHANGE COMMUNICATION SYSTEMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,486,579 | ExpenseAmt |
| Revenue | $2,647,127 | RevenueAmt |
| Desc | CLINICAL SERVICES ARE PROVIDED TO OVER 2000 CHILDREN AND ADULTS WITH DEVELOPMENTAL DELAY/DISABILITIES. SERVICES PROVIDED INCLUDE PSYCHOLOGICAL, SOCIALWORK, SPEECH AND REHABILITATIVE COUSELING, OCCUPATIONAL, PHYSICAL THERAPY AND NUTRITIONAL COUNSELING TO INDIVIDUALS AND GROUPS. SPECIALTY SERVICES INCLUDE AUGMENTATIVE COMMUNICATION EVALUATION AND TREATMENT, EATING AND SWALLOWING EVALUATION AND TREATMENT AND PSCHOSEXUAL ASSESSMENT AND TREATMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,889,182 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 556 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL HERR CONTROLLER | PersonNm |
| Phone | 7182692023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144-61 ROOSEVELT AVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11354 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW KORMAN | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY GOODMAN | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH ANISHMAN | ||||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BIJAN SAFAI | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CONNIE SCHRAFT | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELLEN CAMMER | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON SHAPIRO | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL MOSS | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHNATHAN SOMMER | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN GENIRS | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI REINSBERG | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LOUIS YOUNG | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FRANCO | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KATZ | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NORMAN LOWE | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTI ABELSON | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN LANDOW | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN KARMEL | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TONI BERNSTEIN | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL HERR | ||||||||
| CONTROLLER | 35.00 | $127,738 | $0 | $40,489 | Yes (X) | |||
| SUSAN PROVENZANO | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | $188,989 | $0 | $62,637 | Yes (X) | |||
| KAREN BIRNBAUM | ||||||||
| ASSOCIATE EXECUTIVE DIR. | 35.00 | $163,636 | $0 | $47,540 | Yes (X) | |||
| ELIZABETH LAMARACA | ||||||||
| PROGRAM DIRECTOR | 35.00 | $100,867 | $0 | $4,079 | Yes (X) | |||
| JOCELYN ALLEN | ||||||||
| HUMAN RESOURCE DIR. | 35.00 | $106,187 | $0 | $26,574 | Yes (X) | |||
| MARK BRODY | ||||||||
| CORPORATE COMPLIANCE OFF. | 35.00 | $141,238 | $0 | $42,906 | Yes (X) | |||
| RENATO GOMES | ||||||||
| ASSISTANT EXECUTIVE DIRECTOR | 35.00 | $124,106 | $0 | $15,280 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $952,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,505 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE EXECU SEARCH GROUP | |||||
| 675 THIRD AVENUE | NEW YORK | NY | 10017 | TEMPORARY HELP | $369,063 |
| MSP NETWORKS | |||||
| 87 ROME STREET | FARMINGDALE | NY | 11735 | IT SERVICES | $195,016 |
| ACCOUNTEMPS | |||||
| 80-02 KEW GARDENS ROAD SUITE 201 | KEW GARDENS | NY | 11415 | STAFFING SUPPORT | $141,495 |
| THE ALLIANCE GROUP | |||||
| 100 JERICHO QUADRANGLE SUITE 339 | JERICHO | NY | 117532702 | CONSULTING | $139,308 |
| RICHARD ZELHOF | |||||
| 67-38 108 STREET A46 | EAST TH STREET APT | NY | 10003 | CLINICAL SERVICES | $121,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $75,086 | FundraisingAmt |
| Government Grants | $487,249 | GovernmentGrantsAmt |
| All Other Contributions | $199,473 | AllOtherContributionsAmt |
| Total Contributions | $761,808 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DISABILITIES (OPWDD/MEDICAID) | 624100 | $19,141,108 | $19,141,108 |
| NYS/NYC DEPT. OF EDUCATION | 624100 | $14,820,048 | $14,820,048 |
| SELF PAY | 624100 | $169,663 | $169,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,130,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,161 | TotalRevenueColumnAmt |
| Exclusion | $1,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,120 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $75,086 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,034 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,914 | TotalRevenueColumnAmt |
| Exclusion | -$5,914 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,887,874 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,130,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$4,753 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,884 | TotalAmt |
| Management And General | $631,884 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,185,540 | TotalAmt |
| Program Services | $15,054,707 | ProgramServicesAmt |
| Management And General | $1,130,833 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,738 | TotalAmt |
| Program Services | $1,123,404 | ProgramServicesAmt |
| Management And General | $42,334 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,551,065 | TotalAmt |
| Program Services | $3,230,119 | ProgramServicesAmt |
| Management And General | $320,946 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,500 | TotalAmt |
| Program Services | $1,615,965 | ProgramServicesAmt |
| Management And General | $181,535 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,831 | TotalAmt |
| Program Services | $289,202 | ProgramServicesAmt |
| Management And General | $653,879 | ManagementAndGeneralAmt |
| Fundraising | $64,750 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,261 | TotalAmt |
| Management And General | $163,261 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705,555 | TotalAmt |
| Program Services | $1,598,756 | ProgramServicesAmt |
| Management And General | $106,799 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,805 | TotalAmt |
| Program Services | $11,208 | ProgramServicesAmt |
| Management And General | $36,597 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,341 | TotalAmt |
| Program Services | $349,523 | ProgramServicesAmt |
| Management And General | $25,818 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,766,041 | TotalAmt |
| Program Services | $2,738,258 | ProgramServicesAmt |
| Management And General | $27,783 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,400,895 | TotalAmt |
| Program Services | $3,400,895 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,828 | TotalAmt |
| Program Services | $70,003 | ProgramServicesAmt |
| Management And General | $11,327 | ManagementAndGeneralAmt |
| Fundraising | $1,498 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,207 | TotalAmt |
| Program Services | $50,385 | ProgramServicesAmt |
| Management And General | $28,822 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,853 | TotalAmt |
| Program Services | $268,152 | ProgramServicesAmt |
| Management And General | $42,701 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,971 | TotalAmt |
| Program Services | $113,139 | ProgramServicesAmt |
| Management And General | $31,832 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM | $376,010 | $360,076 | $15,934 |
| REPAIR AND MAINTENANCE | $306,112 | $256,132 | $49,980 |
| EQUIPMENT | $221,088 | $176,389 | $44,699 |
| BAD DEBT | $90,516 | $90,516 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,186 | TotalAmt |
| Program Services | $92,353 | ProgramServicesAmt |
| Management And General | $67,270 | ManagementAndGeneralAmt |
| Fundraising | $5,563 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,575,227 | TotalAmt |
| Program Services | $30,889,182 | ProgramServicesAmt |
| Management And General | $3,614,234 | ManagementAndGeneralAmt |
| Fundraising | $71,811 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,524 | BOYAmt |
| EOY | $164,656 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,323 | BOYAmt |
| EOY | $541,936 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $30,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,014,542 | BOYAmt |
| EOY | $5,853,441 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $263,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,927,413 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,802,136 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,247,701 | BOYAmt |
| EOY | $3,125,277 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,370 | BOYAmt |
| EOY | $19,152 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,352,460 | BOYAmt |
| EOY | $9,998,331 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,896,284 | BOYAmt |
| EOY | $2,365,024 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,441,013 | BOYAmt |
| EOY | $2,487,049 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,415 | BOYAmt |
| EOY | $3,411,894 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875,712 | BOYAmt |
| EOY | $8,263,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$588,649 | BOYAmt |
| EOY | $1,624,777 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,397 | BOYAmt |
| EOY | $109,587 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$523,252 | BOYAmt |
| EOY | $1,734,364 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,352,460 | BOYAmt |
| EOY | $9,998,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $312,647 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,944,969 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $307,696 | OtherCostOrOtherBasisAmt |
| Book Value | $307,696 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,559,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,611,686 | DepreciationAmt |
| Book Value | $1,948,183 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $418,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $306,427 | DepreciationAmt |
| Book Value | $111,896 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,307,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $884,023 | DepreciationAmt |
| Book Value | $423,046 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $334,456 | OtherCostOrOtherBasisAmt |
| Book Value | $334,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,125,277 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $461,776 |
| DUE TO FUNDING SOURCES | $162,651 |
| ACCRUED PENSION BENEFITS | $2,787,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,411,894 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,887,874 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,887,874 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,887,874 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,587,791 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,564 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,564 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,575,227 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,575,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SHIELD BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NON DEDUCTIBLE TRANSPORTATION BENEFITS 12,564. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SHIELD INSTITUTE DOES NOT HAVE A PERIOD OF SOLICITATION FOR STUDENTS OR A PERIOD OF REGISTRATION FOR STUDENTS. ALL STUDENTS ARE REFERRED THROUGH THE DEPARTEMENT OF EDUCATION BY THE LOCAL PUBLIC SCHOOL DISTRICTS. |
| SCHEDULE E, PART I, LINE 6 | THE SHIELD RECEIVES FINANCIAL AID THRU TUITION RATES FROM THE STATE EDUCATIONAL DEPARTMENT. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOWLING BIENNIEL | Event1Nm |
| Gross Receipts Event1 | $84,206 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $75,086 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,120 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,486 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,548 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $84,206 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $75,086 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,120 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,486 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,548 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,034 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,914 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARL HERR | ||||||||||||||
| CONTROLLER | $127,738 | $0 | $0 | $0 | $0 | $0 | $15,899 | $0 | $24,590 | $0 | $168,227 | $0 | $0 | $0 |
| SUSAN PROVENZANO | ||||||||||||||
| EXECUTIVE DIRECTOR | $188,989 | $0 | $0 | $0 | $0 | $0 | $36,640 | $0 | $25,997 | $0 | $251,626 | $0 | $0 | $0 |
| KAREN BIRNBAUM | ||||||||||||||
| ASSOCIATE EXECUTIVE DIR. | $163,636 | $0 | $0 | $0 | $0 | $0 | $31,328 | $0 | $16,212 | $0 | $211,176 | $0 | $0 | $0 |
| MARK BRODY | ||||||||||||||
| CORPORATE COMPLIANCE OFF. | $141,238 | $0 | $0 | $0 | $0 | $0 | $18,069 | $0 | $24,837 | $0 | $184,144 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | TAX RETURN IS PREPARED BY INDEPENDENT ACCOUNTANT AND REVIEWED BY MANAGEMENT BEFORE PROVIDING IT TO THE BOARD. ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A DRAFT OF THE FORM 990 WITH SUFFICIENT TIME FOR QUESTIONS AND INQUIRIES PRIOR TO FILING OF THE FORM WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SHIELD INSTITUTE COMPLIANCE PLAN REQUIRES ALL MEMBERS OF THE BOARD AND SENIOR STAFF WITH AGENCY WIDE RESPONSIBILITIES TO COMPLETE A CONFLICT OF INTEREST FROM EACH YEAR. ANY INDICATIONS OF POTENTIAL OR REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS, DISCUSSED WITH THE INDIVIDUALS INVOLVED AND RESOLVED. IF CONFLICTS ARE EVIDENT, ALL STEPS ARE TAKEN TO REMOVE THE CONFILCT WHETHER IT REQUIRES A CHANGE IN STAFF PERSONS RESPONSIBILITES OR POSITION, OR A BOARD MEMBER RESIGNING AT A MINIMUM EXCUSING THEMSELVES FROM THE CONFILCT ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE THE EXECUTIVE OFFICER IS EVALUATED AND REVIEWED BY THE PRESIDENT OF THE BOARD IN CONJUCNTION WITH THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLCIT OF INTEREST POLICY AND FINANCIAL STATEMENT ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 1,957,533. NON DEDUCTIBLE TRANSPORTATION BENEFITS -12,564. |
| FORM 990, PART XII, LINE 2C: | THE SHIELD'S AUDIT COMMITTEE ASSUMES OVERSIGHT OF THE AUDIT, FINANCIAL STATEMENTS, AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |