2025-10-28T19:55:58-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 272415391 CHILDREN'S HEALTH & RESEARCH FDTN INC C/O BLEAKLEY PLATT & SCHMIDT LLP CHIL 9149222240 1 NORTH LEXINGTON AVENUE 7TH FLOOR WHITE PLAINS NY 10601 LAURA ACHKAR EXECUTIVE DIRECTOR 9149222240 2025-10-28 1 1 JOSEPH CONNOLLY P01959750 9143818900 2025-10-28 2024 2025-03-06 01:10:19Z LAURA ACHKAR 1 NORTH LEXINGTON AVENUE 7TH FLOOR WHITE PLAINS NY 10601 1691881 0 X HTTPS://WWW.HUDSONVALLEYCHRF.ORG/ X 2010 NY SEE SCHEDULE O. 8 8 25 10 0 0 1560983 1649979 0 0 36 10493 29707 31409 1590726 1691881 0 0 0 0 1076875 1077396 0 0 0 547748 641891 1624623 1719287 -33897 -27406 886752 1009102 221570 371326 665182 637776 X CHILDREN'S HEALTH AND RESEARCH FOUNDATION, INC. (THE "FOUNDATION") EXISTS TO SUPPORT AND PROMOTE THE HEALTH OF PERINATAL AND POSTPARTUM INDIVIDUALS, CHILDREN AND FAMILIES IN THE NEW YORK LOWER HUDSON VALLEY AND SURROUNDING REGIONS. THE FOUNDATION FOCUSES ON IMPROVING HEALTH SERVICES FOR PREGE=NECT INDIVIDUALS AND CHILDREN AND ENHANCING THE QUALITY OF LIFE IN CHILDREN AND PREGNANT PEOPLE. WE ALSO RESPOND TO THOSE DIAGNOSED WITH CHRONIC OR SERIOUS MEDICAL CONDITIONS AS WELL AS SERVING AS A RESOURCE CENTER FOR FAMILIES WHO CARE FOR AND PROVIDE FOR CHILDREN. 0 0 886206 0 0 HFRC (HEALTHY FAMILIES OF ROCKLAND COUNTY)(5 YEAR GRANT: DECEMBER 1, 2021- NOVEMBER 30, 2025-FUNDED BY OCFS)PRIMARY GOAL: HOME-VISITING PROGRAM IN ROCKLAND COUNTY DESIGNED TO CHANGE THE LIVES OF CHILDREN AND THEIR FAMILIES FROM FIRST TIME TEEN PARENTS TO FAMILIES WITH OTHER CHILDREN.SERVICES: IN-PERSON HOME VISITS AND PROVISION OF INFORMATION TO PARENTS REGARDING INFANT DEVELOPMENT, STRENGTHENING PARENT SKILLS, PARENTING AND CHILD DEVELOPMENT, CREATING POSITIVE FAMILY BONDS, AND CONNECTION TO MEDICAL PROVIDERS AND SCREENING.TARGETED ZIP CODES: ALL ZIP CODES IN ROCKLAND COUNTYSTAFFING: 5 (1 PROGRAM SUPERVISOR, 1 PROGRAM MANAGER & 3 FAMILY SUPPORT SPECIALISTS (FSS)CHRF OFFICE LOCATION: 1 HILLCREST CENTER DRIVE, SUITE 234, SPRING VALLEY,NY 10977 273236 0 0 PICHC (PERINATAL INFANT COMMUNITY HEALTH COLLABORATIVE)(5 YEAR GRANT: JULY1, 2022-JUNE 30, 2027- FUNDED BY NYSDOH)PRIMARY FOCUS: CHRF'S PICHC PROGRAM IS AN IN-PERSON HOME-VISITING PROGRAM THAT WORKS TOGETHER WITH COMMUNITIES TO IMPROVE PERINATAL AND INFANT HEALTH OUTCOMES FOR HIGH-NEED, LOW INCOME, MEDICAID ELIGIBLE INDIVIDUALS AND THEIR FAMILIES.PROGRAM SERVES 150 CLIENTS ANNUALLY AND 750 CLIENTS BY THE END OF THE 5- YEAR GRANT PERIOD. TO DATE, WE HAVE IMPACTED WELL OVER 400 CONSTITUENTS AND THIS # DOES NOT INCLUDE THE SECONDARY AUDIENCE OF BIRTHING INDIVIDUALSTHAT WE HAVE WORKED WITH RE: THEIR ENGAGEMENT IN OUR CHILDBIRTH THROUGH OUR HOME VISITING SERVICES, WE SEEK TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS OF REPRODUCTIVE AGE AND THEIR FAMILIES WITH A FOCUS ON INDIVIDUALS IN THE PRENATAL, POSTPARTUM, AND INTEROCEPTION PERIODS.CHRF/LHVPN'S PICHC TEAM CONNECT CLIENTS TO THE FOLLOWING SERVICES: HEALTH INSURANCE, DOULA AND BREASTFEEDING SERVICES, WIC, FOOD PANTRIES, CLOTHING AND HOUSING PROGRAMS.TARGETED ZIP CODES: MT. VERNON, YONKERS, AND NEW ROCHELLESUBCONTRACTOR: WESTCHESTER COMMUNITY HEALTH CENTERSTAFFING: 2 FULLTIME PICHC SUPERVISORS & 6 CHWS (COMMUNITY HEALTH WORKERS) COMBINED WITH SUB-CONTRACTOR STAFFCHRF OFFICE LOCATION: 22 SAW RILL RIVER ROAD, SUITE 300, HAWTHORNE, NY 10532 217315 0 0 BLACK MATERNAL CHILD HEALTH INITIATIVE(JANUARY 1, 2023- DECEMBER 31, 2025-FUNDED BY WESTCHESTER COUNTY DOH)PRIMARY GOAL: TO IMPROVE BIRTH OUTCOMES IN WESTCHESTER COUNTY FOR BLACK WOMEN IN PARTICULAR. PILOT PROGRAM INITIATIVE WAS LAUNCHED BY WESTCHESTER COUNTY AIMED TO REDUCE RACIAL INEQUALITY IN HEALTHCARE.SERVICES: BREASTFEEDING, DOULA, AND LACTATION SUPPORTIVE SERVICES AND CONNECTION TO COMMUNITY HEALTH WORKERS (CHWS) THROUGH IN-PERSON HOME VISITS.TARGETED ZIP CODES: WHITE PLAINS REGIONSTAFFING: 8 (1 PROGRAM SUPERVISOR, 1 LICENSED PSYCHOLOGIST, 1 DOULA PROGRAM MANAGER, 1 LACTATION CONSULTANT, 2 DOULAS & 2 COMMUNITY HEALTH WORKERS) CHRF OFFICE LOCATION: 22 SAW RILL RIVER ROAD, SUITE 300, HAWTHORNE, NY 10532 & WESTCHESTER COMMUNITY HEALTH CENTER IN GREENBURGH (OFFICE SPACE AT NO COST TO CHRF. 185257 0 0 185257 1562014 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X X LAURA ACHKAR 9149222240 1 NORTH LEXINGTON AVENUE 7TH FLOOR WHITE PLAINS NY 10601 NICHOLAS PALUMBO CHAIRMAN 2.00 X X 0 0 0 MICHELE A LAZZARA CPA TREASURER 2.00 X X 0 0 0 ROBERT BRAUMULLER SECRETARY 2.00 X X 0 0 0 JACQUELINE DUNBAR MD DIRECTOR 1.00 X 0 0 0 ALLEN DOZOR MD DIRECTOR 1.00 X 0 0 0 MARTIN GORMAN DIRECTOR 1.00 X 0 0 0 EDMUND LAGAMMA MD DIRECTOR 1.00 X 0 0 0 GERARD VILLUCCI DIRECTOR 1.00 X 0 0 0 LAURA ACHKAR EXECUTIVE DIRECTOR 35.00 X 77303 0 30556 77303 0 30556 0 0 0 0 WESTCHESTER COMMUNITY HEALTH CENTER 107 WEST FOURTH STREET MT VERNON NY 10550 DEVELOPMENT TRAINING 273183 1 1564067 85912 1649979 10493 10493 ADMINISTRATIVE FEES 561000 31409 31409 31409 1691881 0 0 41902 X 107858 104622 3236 862366 836495 25871 51545 49178 2367 55627 51150 4477 20000 20000 120259 31409 88850 252071 251480 591 26197 19834 6363 36941 36941 56260 56260 17983 17983 369 369 1065 1065 14586 10502 4084 RESTRICTED OPERATING EX 96160 96160 1719287 1562014 157273 0 413036 307004 442866 485341 6350 16170 24500 200587 886752 1009102 169050 130592 25770 41464 2250 1000 24500 198270 221570 371326 X 273592 285081 391590 352695 665182 637776 886752 1009102 -27406 0 X 0 1 X 0 0 X 1704779 1687948 1634995 1560983 1649979 8238684 1704779 1687948 1634995 1560983 1649979 8238684 8238684 124 31 36 10493 10684 25649 26408 28278 29707 31409 141451 8390819 3000 0.98190 0.98360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEES - 2020 AMOUNT: $ 25,649. 2021 AMOUNT: $ 26,408. 2022 AMOUNT: $ 28,278. 2023 AMOUNT: $ 29,707. 2024 AMOUNT: $ 31,409. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 RIGHT OF USE ASSET - OPERATING LEASE 169704 RIGHT OF USE ASSET - FINANCE LEASE 30883 200587 LEASE LIABILITY - OPERATING LEASE 167284 LEASE LIABILITY - FINANCE LEASE 30986 198270 X 1691881 0 1691881 0 1691881 1719287 0 1719287 0 1719287 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT OF FUNDS FROM OTHER ENTITIES, FOR THE BENEFIT OF, OR IN CONNECTION WITH, THE FOUNDATION. AT DECEMBER 31, 2024, THE FUNDS MANAGED AS AN AGENT FOR OTHER ENTITIES WERE INCLUDED IN CASH. THE FUNDS ARE HELD FOR THE PURPOSES OF SUPPORTING SURGICAL RESIDENTS AND RESIDENCY PROGRAMS. PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR ALL PERIODS SINCE 2021. FORM 990, PAGE 1, LINE 1: CORE PURPOSES: TO IMPROVE CHILDREN'S HEALTH BY IDENTIFYING RESOURCES FOR PEDIATRIC MEDICAL RESEARCH AND SUPPORTING OUTREACH PROGRAMS IN THE LOWER HUDSON VALLEY. CORE VALUES: PATHFINDER: FINDING SOLUTIONS RESOURCEFUL: TAKING ADVANTAGE OF OPPORTUNITIES PERSEVERANCE: SEEKING RESOURCES FOR MEDICAL RESEARCH AND PROMOTING A "NEVER QUIT' ATTITUDE TO SUPPORT OUTREACH PROGRAMS. THREE TO FIVE YEAR OBJECTIVES: 1) CONTINUE TO EXPAND OUTREACH PROGRAMS. HOW TO MEASURE THE IMPACT: A) NUMBER OF PROGRAMS SUPPORTED; B) NUMBER OF CHILDREN/FAMILIES REACHED; AND C) NUMBER OF DOLLARS SPENT. 2) FACILITATE CHILDREN'S MEDICAL RESEARCH PROGRAMS. HOW TO MEASURE IMPACT: A) NUMBER OF PROGRAMS SUPPORTED; B) NUMBER OF DOLLARS SPENT; C) PEER REVIEW PUBLICATIONS; D) AWARDS RECEIVED; AND E) MEDIA AND PUBLIC RELATIONS. STRATEGIES TO ACCOMPLISH OBJECTIVES: 1) BOARD DEVELOPMENT-TIME, TALENT, TREASURE. 2) TARGETED AWARENESS OF DONORS. 3) MORE GRANT APPLICATIONS. 4) CONDUCT FUND RAISING EVENTS. 5) TARGETED AWARENESS OF CHRF TO THE MEDICAL COMMUNITY. 6) OBTAIN GRANTS THAT INCREASE THE NUMBER OF PROGRAMS. 7) CHARITABLE PLANNING. FORM 990, PART VI, SECTION B, LINE 11B CHILDREN'S HEALTH AND RESEARCH FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED, AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN A POTENTIAL OR ACTUAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE BOARD SHALL EVALUATE WHETHER THE TERMS OF THE CONTRACT, TRANSACTION OR ARRANGEMENT ARE FAIR AND REASONABLE TO THE CORPORATION AND CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION. FAIRNESS INCLUDES, BUT IS NOT LIMITED TO, THE CONCEPTS THAT THE CORPORATION SHOULD PAY NO MORE THAN FAIR MARKET VALUE FOR ANY GOODS OR SERVICES WHICH THE CORPORATION RECEIVES, THE CORPORATION SHOULD RECEIVE FAIR MARKET VALUE CONSIDERATION FOR ANY GOODS OR SERVICES THAT IT FURNISHES OTHERS AND THE CORPORATION WOULD NOT REASONABLY BE EXPECTED TO OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH ANOTHER ENTITY. THE BOARD SHALL SET FORTH THE BASIS FOR ITS DECISION WITH RESPECT TO APPROVAL OF CONTRACTS OR TRANSACTIONS INVOLVING CONFLICTS OF INTEREST IN THE MINUTES OF THE MEETING AT WHICH THE DECISION IS MADE, INCLUDING THE BASIS FOR DETERMINING THAT THE CONSIDERATION TO BE PAID IS FAIR TO THE CORPORATION. IF, BASED ON THE ABOVE EVALUATION, THE BOARD DETERMINES THAT THE CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION AND CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION, THE, BOARD MAY APPROVE THE PROPOSED TRANSACTION OR ARRANGEMENT, SO LONG AS THE BOARD DETERMINES, BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS, THAT THE PROPOSED TRANSACTION IS IN THE CORPORATION'S BEST INTEREST AND IS FAIR AND REASONABLE. THE DIRECTOR OR OFFICER WITH THE POTENTIAL OR ACTUAL FINANCIAL INTEREST SHALL NOT BE PRESENT DURING THE DISCUSSION OF THE ISSUE OR THE VOTE. INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE WHICH AUTHORIZES SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE BOARD SHALL INCLUDE: THE NAMES OF THE DIRECTORS, OFFICERS OR COMMITTEE MEMBERS, IF ANY, WHO DISCLOSED FINANCIAL INTERESTS; THE NATURE OF THE FINANCIAL INTEREST THAT POSES A POTENTIAL OR ACTUAL CONFLICT; A SUMMARY OF THE CONTENT OF THE BOARD'S DISCUSSIONS (INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT); AND A RECORD THAT A VOTE WAS TAKEN REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT. EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY AFFIRM, IN WRITING, THAT HE OR SHE: (1) HAS RECEIVED A COPY OF THE BOARD CONFLICT OF INTEREST POLICY; (2) HAS READ AND UNDERSTANDS THE POLICY; (3) HAS AGREED TO COMPLY WITH THE POLICY; AND (4) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, THE CORPORATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE BOARD SHALL DIRECT THE APPROPRIATE OFFICERS OR CONSULTANTS OF THE CORPORATION TO PERIODICALLY REVIEW THE CORPORATION'S ACTIVITIES AND ARRANGEMENTS TO ENSURE THAT IT OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. OF SPECIAL CONCERN ARE WHETHER ITS COMPENSATION ARRANGEMENTS AND TRANSACTIONS ARE REASONABLE AND REFLECT FAIR MARKET VALUE FOR SERVICES PROVIDED AND WHETHER ANY ARRANGEMENTS FOR MANAGEMENT OR ADMINISTRATIVE SERVICES CONFORM TO THE POLICIES SET FORTH IN THESE BYLAWS, ARE PROPERLY RECORDED AND DO NOT RESULT IN PRIVATE INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. FORM 990, PART VI, SECTION B, LINE 15A A CONTRACT WAS APPROVED BY THE BOARD IN OCTOBER 2023 FOR THE NEWLY HIRED EXECUTIVE DIRECTOR. THE BOARD REVIEWED MARKET RESEARCH DATA OF SIMILAR SIZE 501(C)(3)ORGANIZATIONS TO DETERMINE REASONABLE COMPENSATION FOR THE ED. THE BOARD'S REVIEW AND APPROVAL WAS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND FORM 1023 ARE AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 11,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,289. DEVELOPMENTAL TRAINING & MEDICAL RESEARCH: PROGRAM SERVICE EXPENSES 227,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,571. ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 12,620. MANAGEMENT AND GENERAL EXPENSES 591. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,211.