2019-05-14T15:15:21-05:00 2018-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2017-07-01 131740041 SHIELD OF DAVID INC SHIE 7189398700 144-61 ROOSEVELT AVENUE FLUSHING NY 11354 SUSAN PROVENZANO EXEC. DIR. 7182692023 2019-05-14 1 MAGDALENA M CZERNIAWSKI CPA P00535099 2125038800 2019-05-14 69.74.165.34 2019-05-14 11:01:33 ED P CE55B992A4E7BB938BB83E29A744DC585541D033 C9F00FD95E436BC684235A774996A9E8B56183B1 2017 2019-02-21 02:37:17Z SUSAN PROVENZANO 144-61 ROOSEVELT AVENUE FLUSHING NY 11354 34902908 0 X WWW.SHIELD.ORG X 1923 NY 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. 19 19 556 28 0 11563 767166 761808 33465949 34130819 1021 1161 0 -5914 34234136 34887874 0 0 0 0 22667245 23331727 0 0 71811 11520005 11243500 34187250 34575227 46886 312647 11352460 9998331 11875712 8263967 -523252 1734364 X 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. 0 0 14882134 16669878 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. 13520469 14813814 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. 2486579 2647127 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. 30889182 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 74 0 1 556 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X KARL HERR CONTROLLER 7182692023 144-61 ROOSEVELT AVE FLUSHING NY 11354 ANDREW KORMAN MEMBER 2.00 X 0 0 0 BARRY GOODMAN MEMBER 2.00 X 0 0 0 BETH ANISHMAN PRESIDENT 2.00 X X 0 0 0 BIJAN SAFAI MEMBER 2.00 X 0 0 0 CONNIE SCHRAFT SECRETARY 2.00 X X 0 0 0 ELLEN CAMMER MEMBER 2.00 X 0 0 0 JASON SHAPIRO MEMBER 2.00 X 0 0 0 JOEL MOSS MEMBER 2.00 X 0 0 0 JOHNATHAN SOMMER MEMBER 2.00 X 0 0 0 KEVIN GENIRS MEMBER 2.00 X 0 0 0 LORI REINSBERG VICE PRESIDENT 2.00 X X 0 0 0 LOUIS YOUNG MEMBER 2.00 X 0 0 0 MICHAEL FRANCO MEMBER 2.00 X 0 0 0 MICHAEL KATZ TREASURER 2.00 X X 0 0 0 NORMAN LOWE MEMBER 2.00 X 0 0 0 PATTI ABELSON MEMBER 2.00 X 0 0 0 ROBYN LANDOW MEMBER 2.00 X 0 0 0 RYAN KARMEL MEMBER 2.00 X 0 0 0 TONI BERNSTEIN MEMBER 2.00 X 0 0 0 KARL HERR CONTROLLER 35.00 X 127738 0 40489 SUSAN PROVENZANO EXECUTIVE DIRECTOR 35.00 X 188989 0 62637 KAREN BIRNBAUM ASSOCIATE EXECUTIVE DIR. 35.00 X 163636 0 47540 ELIZABETH LAMARACA PROGRAM DIRECTOR 35.00 X 100867 0 4079 JOCELYN ALLEN HUMAN RESOURCE DIR. 35.00 X 106187 0 26574 MARK BRODY CORPORATE COMPLIANCE OFF. 35.00 X 141238 0 42906 RENATO GOMES ASSISTANT EXECUTIVE DIRECTOR 35.00 X 124106 0 15280 952761 0 239505 7 0 1 0 THE EXECU SEARCH GROUP 675 THIRD AVENUE NEW YORK NY 10017 TEMPORARY HELP 369063 MSP NETWORKS 87 ROME STREET FARMINGDALE NY 11735 IT SERVICES 195016 ACCOUNTEMPS 80-02 KEW GARDENS ROAD SUITE 201 KEW GARDENS NY 11415 STAFFING SUPPORT 141495 THE ALLIANCE GROUP 100 JERICHO QUADRANGLE SUITE 339 JERICHO NY 117532702 CONSULTING 139308 RICHARD ZELHOF 67-38 108 STREET A46 EAST TH STREET APT NY 10003 CLINICAL SERVICES 121500 7 75086 487249 199473 761808 DISABILITIES (OPWDD/MEDICAID) 624100 19141108 19141108 NYS/NYC DEPT. OF EDUCATION 624100 14820048 14820048 SELF PAY 624100 169663 169663 34130819 1161 1161 9120 75086 15034 -5914 -5914 34887874 34130819 0 -4753 631884 631884 16185540 15054707 1130833 1165738 1123404 42334 3551065 3230119 320946 1797500 1615965 181535 1007831 289202 653879 64750 163261 163261 1705555 1598756 106799 47805 11208 36597 375341 349523 25818 2766041 2738258 27783 3400895 3400895 82828 70003 11327 1498 79207 50385 28822 310853 268152 42701 144971 113139 31832 PROGRAM 376010 360076 15934 REPAIR AND MAINTENANCE 306112 256132 49980 EQUIPMENT 221088 176389 44699 BAD DEBT 90516 90516 165186 92353 67270 5563 34575227 30889182 3614234 71811 179524 164656 668323 541936 30250 7014542 5853441 263619 6927413 3802136 3247701 3125277 242370 19152 11352460 9998331 7896284 2365024 3441013 2487049 538415 3411894 11875712 8263967 X -588649 1624777 65397 109587 -523252 1734364 11352460 9998331 X 312647 1944969 X X 0 1 X 1 0 X 307696 307696 4559869 2611686 1948183 418323 306427 111896 1307069 884023 423046 334456 334456 3125277 DEFERRED RENT 461776 DUE TO FUNDING SOURCES 162651 ACCRUED PENSION BENEFITS 2787467 3411894 X 34887874 0 34887874 0 34887874 34587791 12564 12564 34575227 0 34575227 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. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. BOWLING BIENNIEL 84206 75086 9120 9486 5548 84206 75086 9120 9486 5548 15034 -5914 X X X 0 0 0 0 0 0 0 0 0 KARL HERR CONTROLLER 127738 0 0 0 0 0 15899 0 24590 0 168227 0 0 0 SUSAN PROVENZANO EXECUTIVE DIRECTOR 188989 0 0 0 0 0 36640 0 25997 0 251626 0 0 0 KAREN BIRNBAUM ASSOCIATE EXECUTIVE DIR. 163636 0 0 0 0 0 31328 0 16212 0 211176 0 0 0 MARK BRODY CORPORATE COMPLIANCE OFF. 141238 0 0 0 0 0 18069 0 24837 0 184144 0 0 0 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.