JULIA DYCKMAN ANDRUS MEMORIAL INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JULIA DYCKMAN ANDRUS MEMORIAL INC (EIN 13-2793295)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-21
- IRS object ID
- 201721119349300212
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-21T10:09:27-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132793295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA DYCKMAN ANDRUS MEMORIAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHARLES BEROLO | InCareOfNm |
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 9149653700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 NORTH BROADWAY | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES BEROLO | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 9149653700 | PhoneNum |
| Signature | 2017-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL HAMMERSCHMIDT | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRYAN R MURPHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 NORTH BROADWAY | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,017,004 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.andruscc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NURTURES SOCIAL & EMOTIONAL WELL-BEING IN CHILDREN & THEIR FAMILIES BY DELIVERING A BROAD RANGE OF VITAL SERVICES & BY PROVIDING RESEARCH, TRAINING & INNOVATIVE PROGRAM MODELS | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 963 | TotalEmployeeCnt |
| Total Volunteers | 170 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,666,341 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,579,408 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,950,892 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,888,124 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,531,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,762,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,929 | PYOtherRevenueAmt |
| CY Other Revenue | $368,090 | CYOtherRevenueAmt |
| PY Total Revenue | $34,257,610 | PYTotalRevenueAmt |
| CY Total Revenue | $37,598,381 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,688 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,336,067 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,784,576 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $613,312 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,725,571 | PYOtherExpensesAmt |
| CY Other Expenses | $9,152,503 | CYOtherExpensesAmt |
| PY Total Expenses | $34,076,326 | PYTotalExpensesAmt |
| CY Total Expenses | $35,944,332 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $181,284 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,654,049 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,833,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,945,083 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,160,463 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,475,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,673,405 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,469,453 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION WAS FOUNDED BY JOHN EMORY ANDRUS, IN 1928, AS AN ORPHANAGE BUT HAS DIVERSIFIED OVER THE DECADES TO PROVIDE A BROAD RANGE OF CENTER, HOME AND COMMUNITY BASED SERVICES FOR VULNERABLE CHILDREN AND FAMILIES. KEY SERVICE AREAS ARE (1) RESIDENTIAL TREATMENT, (2) SPECIAL EDUCATION, (3) EARLY CHILDHOOD, (4) FAMILY SUPPORT, (5) CLINIC AND SCHOOL BASED MENTAL HEALTH COUNSELING AND (6) TRAINING AND RESEARCH IN TREATMENT MODELS FOR THE VULNERABLE POPULATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,775,804 | ExpenseAmt |
| Grant | $7,253 | GrantAmt |
| Revenue | $20,119,229 | RevenueAmt |
| Desc | 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 LOCAL SCHOOL DISTRICTS AND DEPARTMENTS OF SOCIAL SERVICES. THE PROGRAM IS DESIGNED TO ASSIST CHILDREN AGES 5-14 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. 108 CHILDREN WERE SERVED. 2) SPECIAL EDUCATION/DAY TREATMENT SERVICES OFFERS ASSESSMENT, INDIVIDUAL, GROUP, FAMILY AND MILIEU THERAPY (INCLUDING SEVERAL EVIDENCE-BASED MODELS), SPECIAL EDUCATION, FAMILY ENGAGEMENT, PARENTING SKILLS TRAINING, RECREATION, PSYCHIATRIC AND 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 5-14 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 ENROLLED IN THIS PROGRAM ARE PROVIDED TRANSPORTATION BY THEIR HOME SCHOOL DISTRICTS. 93 CHILDREN WERE SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,071,935 | ExpenseAmt |
| Revenue | $6,787,046 | RevenueAmt |
| Desc | MENTAL HEALTH - OFFERS OUTPATIENT ASSESSMENT, 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 0-12 AND THEIR FAMILIES TO MANAGE AND COPE WITH A WIDE ARRAY OF PROBLEMS FACING THE CHILD AND FAMILY INCLUDING CHILDHOOD TRAUMA, AUTISTIC SPECTRUM DISORDERS, MENTAL ILLNESS, LEARNING DISABILITIES AND OTHER ADJUSTMENT PROBLEMS. WE ALSO SERVE A SMALL NUMBER OF ADULTS IN OUR CLINICS AS WELL. WE HAVE CLINICS LOCATED IN YONKERS, WHITE PLAINS AND PEEKSKILL AND OFFER SERVICES IN 10 SATELLITES INCLUDING SCHOOLS, CHILD CARE CENTERS AND HOMELESS SHELTERS. THE CHILDREN SERVED LIVE AT HOME; IN THEIR 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, CHILD HEALTH PLUS AND OTHER INSURANCE CARRIERS. 1,836 CHILDREN AND 446 ADULTS WERE SERVED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,913,028 | ExpenseAmt |
| Revenue | $2,482,436 | RevenueAmt |
| Desc | COMMUNITY - PROVIDES A RANGE OF HEALTH PROMOTING, SCHOOL READINESS, AND LITERACY PROGRAMS IN COLLABORATION WITH WESTCHESTER PUBLIC SCHOOLS, CHILD-CARE CENTERS, THE DEPARTMENT OF SOCIAL SERVICES AND OTHER LOCAL INSTITUTIONS. OUR COMMUNITY PROGRAMS CONSIST OF HOME VISITING PROGRAMS IN YONKERS. 1) 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 106 FAMILIES AND 97 CHILDREN LAST YEAR. 2) THERAPEUTIC AND PARENT AIDE SERVICES (TAPAS) IS A MANDATED PREVENTIVE SERVICE AND PROVIDES SUPPORT TO FAMILIES WHO HAVE BEEN THE SUBJECT OF CHILD ABUSE ALLEGATIONS AND SEEKS TO KEEP FAMILIES TOGETHER AND PROMOTE SAFETY. TAPAS SERVED 64 FAMILIES AND 167 CHILDREN LAST YEAR. 3) ANDRUS EARLY LEARNING CENTER (AELC) IS A CHILD CARE CENTER SERVING UP TO 120 CHILDREN A DAY AND PROVIDING A SAFE AND STIMULATING LEARNING ENVIRONMENT FOR PRE-SCHOOL CHILDREN. AELC SERVED 184 CHILDREN LAST YEAR. 4) EASTCHESTER AFTER SCHOOL YOUTH (EASY) IS AN AFTER SCHOOL PROGRAM LOCATED IN EASTCHESTER'S ANNE HUTCHINSON ELEMENTARY SCHOOL AND PROVIDES A SAFE AND STIMULATING PLACE FOR CHILDREN TO SPEND THEIR AFTER SCHOOL HOURS. EASY SERVED 84 CHILDREN LAST YEAR. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,365,701 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,499,413 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $31,126,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 963 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | CHARLES BEROLO | PersonNm |
| Phone | 9149653700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 NORTH BROADWAY | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John P McLaughlin | ||||||||
| Chairman | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Conrad Harris thRU 63016 | ||||||||
| Vice-Chairman | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas J Condon | ||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steven J Friedman | ||||||||
| Treasurer | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Deborah A Clarkthru 63016 | ||||||||
| Secretary | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Nancy C Spensley | ||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Phillip Andrus MD | ||||||||
| Board Member (thru 9/2015) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patricia E Daye | ||||||||
| Board Member | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Dobell | ||||||||
| Board Member | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David G Earley as of 72016 | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Graf AS OF 92016 | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lawrence SC GriffithMD | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan Guma | ||||||||
| Board Member | 3.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| F Christopher Gilbert | ||||||||
| Board Member | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elin E Howe | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Martin Kest thru 072015 | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary L Meador MD | ||||||||
| Board Member | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William H MulliganJrEsq | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hamlin A Pakradooni | ||||||||
| Board Member | 1.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Z Smith | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard S Thorpe MD | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bryan R Murphy | ||||||||
| President & CEO | 35.0 | 0.0 | Yes (X) | $247,067 | $0 | $66,074 | ||
| Christine Monroe | ||||||||
| Vice President & CFO | 35.0 | 0.0 | Yes (X) | $162,356 | $0 | $9,284 | ||
| DelPilar Raul E | ||||||||
| VP Human Resources | 35.0 | 0.0 | $155,960 | $0 | $14,473 | Yes (X) | ||
| Kessler Karl | ||||||||
| Psychiatrist | 35.0 | 0.0 | $216,024 | $0 | $7,535 | Yes (X) | ||
| Effinger Raymond | ||||||||
| Principal, Orchard School | 35.0 | 0.0 | $165,500 | $0 | $5,865 | Yes (X) | ||
| Masterson Siobhan | ||||||||
| Senior Director of Strategic I | 35.0 | 0.0 | $136,197 | $0 | $29,632 | Yes (X) | ||
| Norman Kerron | ||||||||
| VP Community Based Programs | 35.0 | 0.0 | $167,211 | $0 | $14,390 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,250,315 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mike Pellegrini Construction | |||||
| 1333A North Avenue 540 | NEW ROCHELLE | NY | 10804 | CONTRACTING | $1,723,867 |
| Blackstone Heating Air Condtionin | |||||
| 8 Lawn Avenue | NEW ROCHELLE | NY | 10804 | heating & air | $308,186 |
| OT Plus of NY | |||||
| 18 Tuckahoe Road | TUCKAHOE | NY | 10701 | Occupational Therap | $199,055 |
| CDW Government Inc | |||||
| 75 Remittance Drive | CHICAGO | IL | 60675 | IT | $170,522 |
| BDO USA LLP | |||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | AUDIT | $153,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $321,030 | FundraisingAmt |
| All Other Contributions | $3,258,378 | AllOtherContributionsAmt |
| Noncash Contributions | $491,189 | NoncashContributionsAmt |
| Total Contributions | $3,579,408 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION INCOME | 611710 | $10,012,933 | $10,012,933 |
| MAINTENANCE INCOME | 900099 | $10,446,369 | $10,446,369 |
| GOVERNMENT GRANTS AND CONTRACTS | 900099 | $2,341,308 | $2,341,308 |
| MEDICAID/MEDICARE PAYMENTS | 624200 | $5,794,723 | $5,794,723 |
| PATIENT SERVICES | 624200 | $726,197 | $726,197 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,566,594 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,566,594 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,888,124 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,765,735 | TotalRevenueColumnAmt |
| Exclusion | $1,765,735 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,410 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,410 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,410 | TotalRevenueColumnAmt |
| Exclusion | $84,410 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,269,907 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,272,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,976 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,976 | TotalRevenueColumnAmt |
| Exclusion | -$2,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $159,822 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $321,030 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $145,740 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,082 | TotalRevenueColumnAmt |
| Exclusion | $14,082 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $269,598 | TotalRevenueColumnAmt |
| Exclusion | $269,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $269,598 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,598,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,888,124 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,130,849 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,253 | TotalAmt |
| Program Services | $7,253 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,481 | TotalAmt |
| Management And General | $158,796 | ManagementAndGeneralAmt |
| Fundraising | $345,685 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,703,803 | TotalAmt |
| Program Services | $18,542,598 | ProgramServicesAmt |
| Management And General | $2,129,935 | ManagementAndGeneralAmt |
| Fundraising | $31,270 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,133 | TotalAmt |
| Program Services | $435,663 | ProgramServicesAmt |
| Management And General | $42,506 | ManagementAndGeneralAmt |
| Fundraising | -$1,036 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,566,206 | TotalAmt |
| Program Services | $3,234,647 | ProgramServicesAmt |
| Management And General | $314,528 | ManagementAndGeneralAmt |
| Fundraising | $17,031 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,532,953 | TotalAmt |
| Program Services | $1,363,640 | ProgramServicesAmt |
| Management And General | $144,830 | ManagementAndGeneralAmt |
| Fundraising | $24,483 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,480 | TotalAmt |
| Program Services | $121,603 | ProgramServicesAmt |
| Management And General | $60,877 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,189 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $130,189 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,485 | TotalAmt |
| Management And General | $154,485 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,327 | TotalAmt |
| Program Services | $753,374 | ProgramServicesAmt |
| Management And General | $234,545 | ManagementAndGeneralAmt |
| Fundraising | $101,408 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,339 | TotalAmt |
| Program Services | $864,178 | ProgramServicesAmt |
| Management And General | $160,808 | ManagementAndGeneralAmt |
| Fundraising | $10,353 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,004 | TotalAmt |
| Program Services | $313,069 | ProgramServicesAmt |
| Management And General | $72,450 | ManagementAndGeneralAmt |
| Fundraising | $9,485 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,626,539 | TotalAmt |
| Program Services | $1,512,400 | ProgramServicesAmt |
| Management And General | $112,495 | ManagementAndGeneralAmt |
| Fundraising | $1,644 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,668 | TotalAmt |
| Program Services | $182,199 | ProgramServicesAmt |
| Management And General | $9,707 | ManagementAndGeneralAmt |
| Fundraising | $2,762 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,006 | TotalAmt |
| Program Services | $20,566 | ProgramServicesAmt |
| Management And General | $4,440 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,846 | TotalAmt |
| Program Services | $173,730 | ProgramServicesAmt |
| Management And General | $24,116 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,485 | TotalAmt |
| Program Services | $1,381,993 | ProgramServicesAmt |
| Management And General | $97,492 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,624 | TotalAmt |
| Program Services | $312,522 | ProgramServicesAmt |
| Management And General | $64,941 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CHILDREN'S EXPENSES | $1,181,399 | $1,181,236 | $130 | $33 |
| STAFF ACTIVITIES | $636,125 | $526,489 | $105,577 | $4,059 |
| DUES AND SUBSCRIPTIONS | $135,186 | $47,298 | $87,666 | $222 |
| BAD DEBT EXPENSE | $147,677 | $128,677 | $19,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,124 | TotalAmt |
| Program Services | $13,333 | ProgramServicesAmt |
| Management And General | $94,039 | ManagementAndGeneralAmt |
| Fundraising | $46,752 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,944,332 | TotalAmt |
| Program Services | $31,126,468 | ProgramServicesAmt |
| Management And General | $4,204,552 | ManagementAndGeneralAmt |
| Fundraising | $613,312 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,450 | BOYAmt |
| EOY | $30,733 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,041 | BOYAmt |
| EOY | $4,340,129 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,349,021 | BOYAmt |
| EOY | $4,207,203 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,440 | BOYAmt |
| EOY | $523,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,637,252 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,898,860 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,663,162 | BOYAmt |
| EOY | $12,738,392 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,712,951 | BOYAmt |
| EOY | $26,538,548 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,529,169 | BOYAmt |
| EOY | $10,276,217 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,634 | BOYAmt |
| EOY | $290,613 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,833,868 | BOYAmt |
| EOY | $58,945,083 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,984,524 | BOYAmt |
| EOY | $3,663,533 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,874 | BOYAmt |
| EOY | $126,449 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,479,044 | BOYAmt |
| EOY | $5,685,648 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,021 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,160,463 | BOYAmt |
| EOY | $9,475,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,589,789 | BOYAmt |
| EOY | $48,752,560 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,657 | BOYAmt |
| EOY | $684,934 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,959 | BOYAmt |
| EOY | $31,959 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,673,405 | BOYAmt |
| EOY | $49,469,453 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,833,868 | BOYAmt |
| EOY | $58,945,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,654,049 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,858,001 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| FS Audited Basis | FSAuditedBasisGrp | |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,587,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,767,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,438,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,666,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,579,408 | CurrentTaxYearAmt |
| Total | $10,039,541 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,469,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,847,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,587,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,950,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,888,124 | CurrentTaxYearAmt |
| Total | $144,743,540 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,057,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,614,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,026,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,617,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,467,532 | CurrentTaxYearAmt |
| Total | $154,783,081 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $856,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $900,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $879,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,260,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,372,664 | CurrentTaxYearAmt |
| Total | $6,269,213 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $856,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $900,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $879,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,260,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,372,664 | CurrentTaxYearAmt |
| Total | $6,269,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $148,513,868 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,675,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,747,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,932,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,521,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,850,145 | CurrentTaxYearAmt |
| Total | $9,727,744 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,675,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,747,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,932,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,521,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,850,145 | CurrentTaxYearAmt |
| Total | $9,727,744 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $565,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,680 | CurrentTaxYearAmt |
| Total | $1,112,937 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,298,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,516,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,050,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,157,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,601,357 | CurrentTaxYearAmt |
| Total | $165,623,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89669 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90404 | PublicSupportPY509Pct |
| Investment Income CY | 0.05873 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05668 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,408,550 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,102,370 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,541 | OtherExpendituresAmt |
| Administrative Expenses | $154,485 | AdministrativeExpensesAmt |
| End Year Balance | $37,784,154 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,193,179 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$508,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,092,102 | OtherExpendituresAmt |
| Administrative Expenses | $184,497 | AdministrativeExpensesAmt |
| End Year Balance | $39,408,550 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,821,734 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,504,934 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,927,417 | OtherExpendituresAmt |
| Administrative Expenses | $206,072 | AdministrativeExpensesAmt |
| End Year Balance | $42,193,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,100,639 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,784,932 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,872,923 | OtherExpendituresAmt |
| Administrative Expenses | $190,914 | AdministrativeExpensesAmt |
| End Year Balance | $38,821,734 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,427,913 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$296,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,973,195 | OtherExpendituresAmt |
| Administrative Expenses | $58,061 | AdministrativeExpensesAmt |
| End Year Balance | $37,100,639 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00090 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,577 | OtherCostOrOtherBasisAmt |
| Book Value | $139,577 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,414,259 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,341,715 | DepreciationAmt |
| Book Value | $10,072,544 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,049,283 | OtherCostOrOtherBasisAmt |
| Depreciation | $631,093 | DepreciationAmt |
| Book Value | $418,190 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,538,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,229,467 | DepreciationAmt |
| Book Value | $1,309,306 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,495,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,696,585 | DepreciationAmt |
| Book Value | $798,775 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,738,392 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN LIMITED P'SHIPS | $3,910,303 | F |
| HEDGE FUNDS | $6,365,914 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,276,217 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,571,813 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,858,001 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,858,001 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,429,814 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,485 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $14,082 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $168,567 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,598,381 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,775,765 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $35,775,765 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,485 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $14,082 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $168,567 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,944,332 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PERMANENTLY RESTRICTED ENDOWMENT OF $32,129 IS INTENDED 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 $37,752,025 IS INVESTED 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 ASC 740, "INCOME TAXES", 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. (THE "REPORTING ORGANIZATION") 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 REPORTING ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE REPORTING ORGANIZATION HAS FILED INTERNAL REVENUE SERVICE FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. FOR THE YEAR ENDED JUNE 30, 2016, THERE WAS NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES. THE REPORTING ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY A TAXING AUTHORITY. AS OF JUNE 30, 2016, THE REPORTING ORGANIZATION WAS NOT SUBJECT TO ANY EXAMINATION BY THE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT THE REPORTING ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. |
| PART XI, LINE 4B & PART LINE 4B | EVENT EXPENSES RECLASSED FROM REVENUE TO EXPENSE |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | SANCTUARY INITIATIVE | $20,018 |
| Europe (Including Iceland and Greenland) | Program Services | SANCTUARY INITIATIVE | $1,467 |
| North America | Program Services | SANCTUARY INITIATIVE | $25,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $46,541 | SubtotalSpentAmt |
| Total Spent | $46,541 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1: | FormAndLineReferenceDesc |
| Explanation | The Sanctuary Institute provides trainings based on the Andrus Sanctuary Implementation Standards developed by Dr. Bloom and the Andrus Sanctuary Institute faculty. In addition to training, the Sanctuary Institute provides organizational assessments, on-site technical assistance, phone consultation and research assistance (via phone or on-site). Julia Dyckman has contracts to provide trainings with agencies in Scotland, Ireland, Northern Ireland, Canada, Singapore, and Australia. No offices or employees are maintained in any of these regions. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA(LUTN) | Event1Nm |
| Gross Receipts Event1 | $318,552 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $230,266 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $88,286 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $88,286 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $162,300 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $90,764 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $71,536 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $57,454 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $480,852 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $321,030 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $159,822 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $145,740 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $145,740 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,082 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TEACHER CERTIFICATION | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $7,253 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A BURSAR'S RECEIPT IS REQUIRED PROOF THAT THE CLASSES WERE TAKEN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bryan R Murphy | |||||||||||
| President & CEO | $245,557 | $0 | $1,510 | $7,496 | $0 | $58,578 | $0 | $313,141 | $0 | $0 | $0 |
| Christine Monroe | |||||||||||
| Vice President & CFO | $162,356 | $0 | $0 | $580 | $0 | $8,704 | $0 | $171,640 | $0 | $0 | $0 |
| Norman Kerron | |||||||||||
| VP Community Based Programs | $167,211 | $0 | $0 | $5,064 | $0 | $9,326 | $0 | $181,601 | $0 | $0 | $0 |
| DelPilar Raul E | |||||||||||
| VP Human Resources | $155,960 | $0 | $0 | $4,716 | $0 | $9,757 | $0 | $170,433 | $0 | $0 | $0 |
| Kessler Karl | |||||||||||
| Psychiatrist | $216,024 | $0 | $0 | $6,492 | $0 | $1,043 | $0 | $223,559 | $0 | $0 | $0 |
| Effinger Raymond | |||||||||||
| Principal, Orchard School | $165,500 | $0 | $0 | $4,995 | $0 | $870 | $0 | $171,365 | $0 | $0 | $0 |
| Masterson Siobhan | |||||||||||
| Senior Director of Strategic I | $133,684 | $0 | $2,513 | $4,351 | $0 | $25,281 | $0 | $165,829 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT AND CEO, BRYAN MURPHY, RECEIVES USE OF AN AGENCY OWNED RESIDENCE FOR PERSONAL USE. THIS RESIDENCE IS ALSO USED FOR AGENCY FUNCTIONS INCLUDING BOARD EVENTS, 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 $40,525. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $211,913 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SOFTWARE | 1 | $234,508 | FMV |
| Yes (X) | OTHER VARIOUS | 28 | $44,768 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D: | 1) SANCTUARY LEADERSHIP DEVELOPMENT INITIATIVE - 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. |
| 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 TWO YEARS AND ARE RENEWABLE INDEFINITELY. THE CURRENT DIRECTORS WHO ARE RELATED TO THE FOUNDER ARE: Lawrence S. C. Griffith David Earley Mary Graf Hamlin Pakradooni Richard Thorpe Nancy Spensely Mary Meador 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 7B: THE JULIA DYCKMAN ANDRUS MEMORIAL, INC. IS A MEMBERSHIP CORPORATION. THERE ARE NINE MEMBERS. THE MEMBERS ARE DESCENDANTS OR SPOUSES OF DESCENDANTS OF THE FOUNDER, MR. JOHN E. ANDRUS. THE MEMBERS ALSO SIT ON THE BOARD OF DIRECTORS OF THE SURDNA FOUNDATION, A FAMILY FOUNDATION ALSO FOUNDED BY MR. JOHN E. ANDRUS. THE MEMBERS ARE VOLUNTEERS IN BOTH THESE CAPACITIES. ONE MEMBER IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF THE JULIA DYCKMAN ANDRUS MEMORIAL, INC. THE MEMBERS HAVE THE RESPONSIBILITY AND AUTHORITY TO MAKE DECISIONS WITH RESPECT TO: APPOINTMENTS OF DIRECTORS TO THE BOARD OF DIRECTORS OF THE JULIA DYCKMAN ANDRUS MEMORIAL; REVISIONS OF THE ARTICLES OF INCORPORATION; REVISIONS OF THE BY-LAWS; AND DISSOLUTION OF THE MEMORIAL. Form 990, Part VI, Section A, Line 4: The following governance-related changes were made to the By-Laws: 1. A Related Party Transaction Section was added to the new By-Laws 2. A revised Conflict of Interest Policy was incorporated into the By-Laws as an Appendix. 3. A requirement was added that to qualify to become a JDAM Member an individual must be and remain a member of the Surdna Foundation Board who is a direct descendant of or a spouse of a direct descendent of John E. Andrus who has completed one three-year term as a Director of The Surdna Foundation. 4. Term limits of a maximum of three three-year terms (a total of nine years) for JDAM Members were incorporated into the new By-Laws. Under the previous By-Laws, a Member served for life or until removed. 5. The new By-Laws added the power to amend the Articles of Incorporation and the power to dissolve the Corporation to the powers of Members. The new By-Laws retained the power to appoint directors and the power to amend By-Laws that were in the previous By-Laws. 6. Under the previous By-Laws, a quorum was one-third of the number of Members. Under the new By-Laws, a quorum is a majority of Members if the number of Members does not exceed nine. If the number of Members exceeds nine, a quorum is the greater of five or one-third of the number of Members. 7. The new By-Laws specify the Powers and Authority of JDAM Board of Directors in greater detail than the previous By-Laws with respect to: the election of officers, the establishment of long-term goals and their implementation by reviewing and approving the annual capital and operating budgets; establishing auditing, reporting and other criteria for measuring and maintaining the effectiveness of the operation of the Corporation; and periodically reviewing the performance and structure of the Board and its committees and implement changes where necessary to improve performance. 8. Under the previous By-Laws, a quorum was one-third of the number of Directors. Under the new By-Laws a quorum is a majority of the number of Directors. 9. The new By-Laws contain additional responsibilities of the Executive Committee with respect to policy oversight of the annual operating and capital budget preparation, determination of spending amounts and annual review of policies. 10. The new By-Laws state that the Audit Committee has the duty to carry out the responsibilities described in Section 712-a(b) of New York State Not for Profit Law. The new By-Laws restrict membership on the Audit Committee to Independent Directors and define Independent Director in detail. The new By-Laws specify that no one who is a staff officer or an employee may serve on the Audit Committee. The new By-Laws remove the restriction on the Treasurer serving as Chair of Audit Committee. They retain the provision that no more than two members of the Audit Committee may serve on either the Executive Committee or Finance Committee and that there must be at least two members of the Audit Committee who are not Members of either the Executive or Finance Committees. Under the new By-Laws, the Chairperson of the Corporation appoints the Chair of Audit Committee from among the members of the Audit Committee. Under the previous By-Laws, the Chair of the Audit Committee was appointed by a majority of the Board upon the recommendation of the Nominating Committee. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE CHIEF FINANCIAL OFFICER AND THE ASSISTANT DIRECTOR OF FINANCE REVIEW DRAFT FORM 990. ONCE THE INTERNAL REVIEW IS COMPLETED, THE CHIEF FINANCIAL OFFICER SENDS A COPY OF FORM 990 TO THE EXECUTIVE COMMITTEE OF JULIA DYCKMAN AND TO ALL OF THE BOARD OF DIRECTORS. THEY ARE PROVIDED THE OPPORTUNITY TO REVIEW AND ASK WHATEVER QUESTIONS THEY MAY HAVE. AFTER ALL THE QUESTIONS AND ISSUES ARE DISCUSSED AND RESOLVED, WE PROVIDE THE AUTHORIZATION FOR OUR TAX PREPARERS TO FILE. FORM 990, PART VI, SECTION B, LINE 12C: UPON APPOINTMENT OR HIRE, AND FEBRUARY OF EACH YEAR, THE ORGANIZATION'S COMPLIANCE DEPARTMENT SENDS AN E-MAIL COMMUNICATION TO EACH OFFICER, DIRECTOR, KEY EMPLOYEE AND OTHER SELECTED STAFF, REQUIRING THEM TO REVIEW THE CONFLICT-OF-INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS IF ANY. THESE INDIVIDUALS ARE REQUIRED TO RETURN THE ANNUAL STATEMENT TO THE COMPLIANCE DEPARTMENT NO LATER THAN MARCH 31. 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, LINES 15A AND 15B: | THE FOLLOWING WAS INCLUDED IN THE DETERMINATION AND EVALUATION PROCESS: BDO 2014 AND 2015 EXECUTIVE COMPENSATION REPORT. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS RECORDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE PRESIDENT AND CEO SETS THE SALARY FOR KEY EMPLOYEES. THE BASIS FOR THESE SALARIES COMES FROM A VARIETY OF INDEPENDENT STUDIES AND SURVEYS ON PROFESSIONAL AND KEY EMPLOYEE COMPENSATION INCLUDING THE FOLLOWING: 2015 PROFESSIONAL AND KEY EMPLOYEE COMPENSATION SURVEY 2015 HUMAN SERVICES COMPENSATION IN THE US FOR KEY EMPLOYEES- ALLIANCE FOR CHILDREN AND FAMILIES GUIDE STAR BDO EXECUTIVE COMPENSATION SURVEYS |
| 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. |