2025-11-12T10:53:38-06:00 2024-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2024-01-01 800478843 CHILD MIND INSTITUTE INC CHIL 2123083118 215 EAST 50TH STREET NEW YORK NY 10022 ANNE MARIE SCHETTINI-LYNCH CFO 6463039335 2025-11-12 1 0 WILLIAM EPSTEIN P01307171 2129498700 2024 2025-03-06 01:10:19Z HAROLD KOPLEWICZ MD 215 EAST 50TH STREET NEW YORK NY 10022 119359966 0 X WWW.CHILDMIND.ORG X 2009 NY TRANSFORMING THE LIVES OF CHILDREN STRUGGLING WITH MENTAL HEALTH & LEARNING DISORDERS. 38 38 289 38 0 0 12903726 36990691 149653 42715941 746097 1989816 1366808 5924616 15166284 87621064 1792918 8416575 0 0 8157588 40214611 292374 959878 5019282 14399233 49328386 24642113 98919450 -9475829 -11298386 165100764 169432456 92216150 106879098 72884614 62553358 X THE CHILD MIND INSTITUTE IS DEDICATED TO TRANSFORMING THE LIVES OF CHILDREN AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND LEARNING DISORDERS BY GIVING THEM THE HELP THEY NEED TO THRIVE. WE'VE BECOME THE LEADING INDEPENDENT NON-PROFIT IN CHILDREN'S MENTAL HEALTH BY PROVIDING GOLD-STANDARD EVIDENCE-BASED CARE, DELIVERING EDUCATIONAL RESOURCES TO MILLIONS OF FAMILIES EACH YEAR, TRAINING EDUCATORS IN UNDERSERVED COMMUNITIES, AND DEVELOPING TOMORROW'S BREAKTHROUGH TREATMENTS. 0 0 15251641 15770068 EDUCATION AND OUTREACH (SEE SCHEDULE O)CMI HAS A PUBLIC EDUCATION MISSION TO PROVIDE AUTHORITATIVE, SCIENCE-BASED INFORMATION AND RESOURCES ABOUT CHILDREN'S MENTAL HEALTH TO PARENTS, EDUCATORS, AND OTHER MENTAL HEALTH PROFESSIONALS.CHILDMIND.ORG - CMI'S WEB SITE CONTAINS A WEALTH OF INFORMATION, NEWS, ADVICE, AND STRATEGIES FOR PARENTS, EDUCATORS, AND OTHER PROFESSIONALS DEALING WITH PSYCHIATRIC AND LEARNING DISORDERS IN CHILDREN AND ADOLESCENTS. CHILDMIND.ORG HAS PARTNERED WITH DOZENS OF OTHER SITES AND BLOGS TO SHARE CONTENT AND ENLARGE THE FOOTPRINT OF THE ARTICLES AND RESOURCES WE HAVE CREATED, AND A ROBUST SOCIAL MEDIA CAMPAIGN USES TOOLS LIKE FACEBOOK AND TWITTER TO SPREAD THE WORD. SCHOOL AND COMMUNITY PROGRAMS- THE CHILD MIND INSTITUTE'S SCHOOL AND COMMUNITY PROGRAMS DELIVER MENTAL HEALTH SUPPORT TO STUDENTS, CAREGIVERS, EDUCATORS, AND SCHOOL-BASED MENTAL HEALTH PROFESSIONALS. BREAKING DOWN BARRIERS TO CARE, OUR PROGRAMS BRING A SUITE OF EVIDENCE-BASED SERVICES TO PREVENT AND TREAT STUDENT MENTAL HEALTH DISORDERS IN SCHOOL AND COMMUNITY SETTINGS, INCLUDING A K-12 MENTAL HEALTH SKILL-BUILDING CURRICULUM, WORKSHOPS FOR CAREGIVERS, PROFESSIONAL DEVELOPMENT FOR EDUCATORS, AND EVIDENCE-BASED TREATMENT DELIVERED IN SCHOOL OR COMMUNITY SETTINGS TO CHILDREN AND TEENS STRUGGLING WITH POSTTRAUMATIC STRESS, BEHAVIOR, ATTENTIONAL, MOOD, OR LEARNING DISORDERS. OUR TEAM ALSO PROVIDES VIRTUAL AND IN-PERSON TRAINING TO SCHOOL DISTRICTS AND COMMUNITY ORGANIZATIONS IN NEW YORK, SAN FRANCISCO BAY AREA, AND SCHOOL DISTRICTS ACROSS THE UNITED STATES, LAYING THE GROUNDWORK FOR SUSTAINABLE CAPACITY BUILDING AND ONGOING SUPPORT IN DISTRICTS WHERE MENTAL HEALTH SERVICES MAY BE LESS AVAILABLE OR MORE DIFFICULT TO ACCESS. POSITIVE PARENTING, THRIVING KIDS (PPTK)BETWEEN DECEMBER 2022 AND FEBRUARY 2024, THE CHILD MIND INSTITUTE CONDUCTED FOUNDATIONAL RESEARCH, DEVELOPED CURRICULAR CONTENT, BUILT CREATIVE CONCEPTS, DEVELOPED A PROMOTIONAL PLAN, AND FINISHED PREPRODUCTION ON POSITIVE PARENTING, THRIVING KIDS (PPTK). DEVELOPED IN PARTNERSHIP WITH CALIFORNIA'S DEPARTMENT OF HEALTH CARE SERVICES (DHCS), THIS FREE, 20-TOPIC VIDEO SERIES WAS DESIGNED TO EQUIP CAREGIVERS WITH EVIDENCE-BASED STRATEGIES ACROSS FOUR MAJOR AREAS: SELF-CARE AND PARENT-CHILD RELATIONSHIPS, HEALTHY CHILD AND ADOLESCENT GROWTH, BIG CHANGES AND CHALLENGES, AND FAMILY AND COMMUNITY STRESS. CREATED IN BOTH ENGLISH AND SPANISH, THE VIDEOS TAKE THE FORM OF MINI-DOCUMENTARIES, INCLUDING INTERVIEWS WITH REAL FAMILIES AND EXPERTS, AND ARE ACCOMPANIED BY LEARNING GUIDES AND A CURATED SET OF ADDITIONAL RESOURCES. ALL MATERIALS LAUNCHED ON MARCH 1, 2024, SUPPORTED BY A PROMOTIONAL PLAN AND MULTI-STAGE IMPACT-ASSESSMENT RESEARCH, AND ARE AVAILABLE AT CHILDMIND.ORG/POSITIVEPARENTING. HEALTHY MINDS, THRIVING KIDS PRE-K (HMTK PRE-K)BETWEEN JUNE 2023 AND MARCH 2024, THE CHILD MIND INSTITUTE DEVELOPED CURRICULAR CONTENT, BUILT CREATIVE CONCEPTS, DEVELOPED A PROMOTIONAL PLAN, AND BEGAN PREPRODUCTION ON HEALTHY MINDS, THRIVING KIDS PRE-K (HMTK PRE-K) IN PARTNERSHIP WITH THE OHIO CHILD CARE RESOURCE AND REFERRAL ASSOCIATION (OCCRRA). THIS PROJECT FOLLOWS UP ON THE ORIGINAL CALIFORNIA HEALTHY MINDS, THRIVING KIDS SERIES FOR ELEMENTARY, MIDDLE, AND HIGH SCHOOL, BY PROVIDING FREE, EVIDENCE-BASED VIDEOS ON FIVE TOPICS TO HELP CHILDREN AGES 3-5 NAVIGATE THEIR EMOTIONS, FOSTER IMPORTANT COMMUNICATION SKILLS, AND BUILD HEALTHY RELATIONSHIPS. CREATED IN ENGLISH AND SPANISH, THE VIDEOS TRANSPORT CHILDREN TO AN IMAGINARY WORLD CALLED "HEDGEHOG LAND," WHERE THEY MEET HEDGEHOGS DEALING WITH RELATABLE PROBLEMS AND REINFORCE KEY MESSAGES THROUGH ORIGINAL SONGS. ALL MATERIALS LAUNCHED ON APRIL 2, 2024, SUPPORTED BY A PROMOTIONAL PLAN AND MULTI-STAGE IMPACT-ASSESSMENT RESEARCH, AND ARE AVAILABLE AT CHILDMIND.ORG/HEALTHYMINDSPREK. 42846597 51991988 SCIENCE AND INNOVATION (SEE SCHEDULE O)CMI HAS A SCIENCE AND INNOVATION MISSION THAT STRIVES TO CREATE A WORLD WHERE EVERY CHILD HAS ACCESS TO MENTAL HEALTH CARE THAT IS EFFICIENT, EFFECTIVE, AND PERSONALIZED. TIMELY, ACCURATE DIAGNOSES AND EFFICIENT INTERVENTIONS ARE CENTRAL TO THE CMI VISION. AS SUCH, OUR MISSION IS TO ACCELERATE THE PACE OF SCIENTIFIC INNOVATION AND DISCOVERY IN CHILDREN'S MENTAL HEALTH AND LEARNING. WE ARE COMMITTED TO DEMOCRATIZING INQUIRY BY MAKING TOOLS AND DATA FREELY AVAILABLE TO THE GLOBAL SCIENTIFIC COMMUNITY. THIS HELPS TO FOSTER COLLABORATIONS THAT CAN TEST, IMPROVE UPON, AND ADOPT INNOVATIVE OPEN SOLUTIONS FOR THE BENEFIT OF EVERY CHILD.ON THE SHOULDERS OF GIANTS - EACH YEAR, CMI'S SCIENTIFIC RESEARCH COUNCIL SELECTS A SCIENTIST TO RECEIVE THE DISTINGUISHED SCIENTIST AWARD FOR HIS OR HER LIFETIME OF RESEARCH AND CONTRIBUTIONS TO THE FIELDS OF CHILDREN'S MENTAL HEALTH AND DEVELOPMENTAL NEUROSCIENCE. AT THE ON THE SHOULDERS OF GIANTS SYMPOSIUM, THE AWARDEE IS A FEATURED SPEAKER, ALONG WITH TWO GENERATIONS OF HIS OR HER PROTEGES.CENTER FOR THE DEVELOPING BRAIN - PSYCHIATRIC DIAGNOSIS IS LIMITED BY A LACK OF OBJECTIVE TOOLS FOR ASSESSING SYMPTOMS AND BEHAVIORS. THE CENTER LEADS A MULTIDISCIPLINARY EFFORT TO REDEFINE DIAGNOSIS BASED ON UNDERLYING NEUROBIOLOGY, LEADING TO THE DEVELOPMENT OF BETTER DIAGNOSTIC TOOLS. WE USE ADVANCED EXPERIMENTAL AND ANALYTICAL TECHNIQUES TO DETERMINE HOW BRAIN FUNCTION AND STRUCTURE DIFFER AMONG INDIVIDUALS AND ARE IMPACTED BY MENTAL ILLNESS ACROSS DEVELOPMENT. CENTRAL TO OUR OPEN SCIENCE AGENDA, THE CENTER HOUSES THE INTERNATIONAL NEUROIMAGING DATA-SHARING INITIATIVE (INDI) AND OTHER OPEN DATA SETS AND PIPELINES, WHICH HAVE SERVED AS FLAGSHIPS FOR OPEN SCIENCE IN THE BRAIN IMAGING COMMUNITY. COLLECTIVELY, THESE RESOURCES HAVE LED TO MORE THAN 3,000 PAPERS FROM RESEARCHERS AROUND THE GLOBE USING DATA FROM CMI INITIATIVES. IT IS ESTIMATED THAT REUSE OF THIS DATA HAS SAVED THE FIELD $3-5 BILLION, COMPARED TO IF EACH STUDY WAS REQUIRED TO GENERATE THE DATA INDEPENDENTLY.COMPUTATIONAL NEUROIMAGING LABORATORY - ACCELERATING THE PACE OF SCIENTIFIC DISCOVERY REQUIRES SIGNIFICANT INNOVATION IN THE ANALYSIS METHODS EMPLOYED BY SCIENTISTS. THE LABORATORY IS BUILDING THE INFRASTRUCTURE NECESSARY BY PROVIDING HIGH QUALITY, SCALABLE, AND REPRODUCIBLE TURNKEY SOLUTIONS TO COMPUTATIONAL CHALLENGES IN IMAGE PROCESSING AND ANALYSIS. WIDESPREAD ACCESS WILL ENABLE SCIENTISTS EVERYWHERE TO DEPLOY LARGE-SCALE ANALYSES WITHOUT EXTENSIVE EXPERTISE. ALL SOFTWARE GENERATED IS OPENLY SHARED THROUGHOUT THE DEVELOPMENT CYCLE.HEALTHY BRAIN NETWORK - THE HEALTHY BRAIN NETWORK (HBN) IS AN INNOVATIVE NEUROSCIENCE RESEARCH PROGRAM AIMED AT BUILDING THE LARGEST, MOST COMPREHENSIVE DATA RESOURCE FOCUSED EXCLUSIVELY ON CHILDREN AND ADOLESCENTS AND SHARING THE DATA WITH SCIENTISTS GLOBALLY. THROUGH A PROVEN BIG DATA AND OPEN SCIENCE PARADIGM, WE EXPECT THAT THIS INITIATIVE WILL SPUR THE DISCOVERY OF BRAIN-BASED BIOMARKERS OF PSYCHIATRIC AND LEARNING DISORDERS. CMI EXPECTS THAT THE RESEARCH WILL LEAD TO THE DEVELOPMENT OF OBJECTIVE CLINICAL TOOLS FOR MENTAL HEALTH PRACTITIONERS TO PROVIDE MORE ACCURATE DIAGNOSES AND TREATMENT PROTOCOLS FOR STRUGGLING CHILDREN. SCIENTIFIC RESEARCH COUNCIL - SELECTED FROM AMONG THE NATION'S TOP CHILDREN'S MENTAL HEALTH SCIENTISTS, THE SCIENTIFIC RESEARCH COUNCIL BRINGS TOGETHER SCIENTISTS AND RESEARCH CLINICIANS TO CREATE A GLOBAL INCUBATOR FOR COLLABORATIVE RESEARCH IN CHILDREN'S MENTAL HEALTH. FUNCTIONING AS A MULTI-INSTITUTIONAL SCIENTIFIC THINK-TANK, THE COUNCIL INCLUDES DISTINGUISHED SCIENTISTS IN THE FIELDS OF CHILD AND ADOLESCENT PSYCHIATRY, PSYCHOLOGY, NEUROSCIENCE, AND NEUROLOGY, AND EXPERTS IN ANXIETY AND MOOD DISORDERS, ADHD, AUTISM SPECTRUM DISORDERS, AND EATING DISORDERS.MATTER LAB - THE MATTER ("MENTAL ASSISTIVE TECHNOLOGIES FOR THERAPY, EDUCATION, AND RESEARCH") LAB IS DEVELOPING WEARABLE TECHNOLOGIES AND MOBILE APPS THAT HELP GATHER REAL-WORLD DATA USEFUL FOR SCIENTISTS STUDYING MENTAL HEALTH DISORDERS, AND CREATING ROBUST RESEARCH PROTOCOLS SO DATA IS OF HIGH QUALITY AND DEPENDABLE. THIS DATA ON ENVIRONMENTAL STRESSORS, MOVEMENT AND BEHAVIOR TRACKING CAN POTENTIALLY BE USED TO ALERT YOUNG PEOPLE AND FAMILIES TO THE ONSET OF SYMPTOMATIC BEHAVIORS.THE LAB IS ALSO WORKING ON A DATABASE THAT EVALUATES THE RESEARCH SUPPORT FOR APPS AND MATCHES THEM TO THE BEHAVIORS AND SYMPTOMS THEY CAN HELP. THE HOPE IS THAT LARGE-SCALE, STANDARDIZED DATA COLLECTION AND ANALYSIS WILL LEAD TO SIMPLE BUT POWERFUL MOBILE TOOLS FOR DIAGNOSIS AND EVALUATION.NEXT-GENERATION DIGITAL TOOLSTHE PROGRESS FROM THE PROGRAMS ABOVE HAS FUELED A PORTFOLIO OF NEXT-GENERATION DIGITAL THERAPEUTICS. THE CHILD MIND INSTITUTE IS DEVELOPING A SUITE OF DIGITAL SOLUTIONS TO SUPPORT ACCESSIBLE, REMOTELY DELIVERED, CLINICALLY VALIDATED CHILD AND ADOLESCENT BEHAVIORAL THERAPEUTICS. THIS SUITE WILL CONTINUE TO ACCELERATE OUR GOALS TO PROVIDE EVIDENCE-BASED ASSESSMENTS AND INTERVENTIONS AT SCALE, WHILE COLLECTING STRUCTURED RESEARCH DATA THAT WILL BE USED IN PURSUIT OF MAKING TOOLS AND DATA FREELY AVAILABLE TO THE GLOBAL SCIENTIFIC COMMUNITY.AUTISM CENTER - THE AUTISM CENTER IS AN INTEGRATED RESEARCH LAB FOCUSED ON UNDERSTANDING THE NEUROBIOLOGY OF AUTISM SPECTRUM DISORDER USING BRAIN IMAGING AND A RANGE OF OTHER CLINICAL AND COGNITIVE APPROACHES. A SPECIFIC GOAL OF THE CENTER IS DETECTING AUTISM-RELATED DIFFERENCES IN BRAIN CONNECTIVITY THAT EMERGE IN EARLY CHILDHOOD, WITH THE GOAL OF IDENTIFYING OBJECTIVE BIOLOGICAL MARKERS THAT CAN ONE DAY BE USED TO IMPROVE EARLY INTERVENTION EFFORTS AND THE SELECTION OF TREATMENTS. CONSISTENT WITH OUR OPEN SCIENCE PHILOSOPHY, THE CENTER HOUSES THE AUTISM BRAIN IMAGING DATA EXCHANGE, WHICH REPRESENTS THE LARGEST OPEN REPOSITORY FOR AUTISM BRAIN IMAGING DATA IN THE WORLD. NOTABLY, 67% OF AUTISM RELATED RESTING STATE FMRI STUDIES OVER THE PAST TEN YEARS HAVE USED DATA FROM THIS DATASET. THESE LEARNINGS AND COLLABORATIONS HAVE PROPELLED THE FIELD FORWARD, DRIVING ADVANCES IN PIPELINE OPTIMIZATION FOR DISORDER CLASSIFICATION, CONSIDERATION OF PSYCHIATRIC COMORBIDITY, AND NEUROSUBTYPING. 10831440 5568231 25262 ACCESS TO CLINICAL CARE (SEE SCHEDULE O)CMI AIMS TO HELP CHILDREN, TEENS, AND FAMILIES ACCESS THE CLINICAL CARE THEY NEED TO LIVE HEALTHY, FULFILLING LIVES.FINANCIAL AID PROGRAM - CMI LAUNCHED ITS FINANCIAL AID PROGRAM IN AN EFFORT TO HELP CHILDREN AND FAMILIES RECEIVE CARE AND TREATMENT, REGARDLESS OF ECONOMIC STANDING, FROM OUR CLINICIANS. THE FINANCIAL AID PROGRAM IS DESIGNED IN A WAY THAT ALLOWS PATIENTS FROM LOW-INCOME FAMILIES TO QUALIFY, WHILE ALSO ACCOMMODATING MIDDLE-INCOME FAMILIES WHO FACE OTHER FINANCIAL STRAINS. GRANTS TO CA PRACTICE - IN ORDER TO PROVIDE A NEW LEVEL OF COMPASSIONATE, EVIDENCE-BASED CARE TO SAN FRANCISCO BAY AREA FAMILIES, THE CHILD MIND INSTITUTE PROVIDES GRANT SUPPORT TO THE CHILD MIND MEDICAL PRACTICE, PC. THIS GRANT SUPPORT FACILITATED THE FORMATION OF THE CA PRACTICE AND CONTINUES TO SUPPORT ITS CONDUCT OF CLINICAL AND COMMUNITY-BASED ACTIVITIES THAT FURTHER CMI'S MISSION. THE CLINICIANS IN SAN MATEO DIAGNOSED AND TREATED PATIENTS, LAUNCHED INNOVATIVE GROUP PROGRAMS, AND BUILT ON OUR PARTNERSHIPS WITH LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS. ADMINISTRATIVE SUPPORT - IN ADDITION, PURSUANT TO SERVICES AGREEMENTS, THE CHILD MIND INSTITUTE PROVIDES ADMINISTRATIVE SUPPORT AND SERVICES TO THE CHILD MIND MEDICAL PRACTICE, PLLC IN NEW YORK, NY AND THE CHILD MIND MEDICAL PRACTICE, PC IN SAN MATEO, CA. 8394791 CHILD AND ADOLESCENT MENTAL HEALTH INITIATIVE (SEE SCHEDULE O)THE CHILD AND ADOLESCENT MENTAL HEALTH INITIATIVE IS A PROGRAM TO HELP ENHANCE CHILD AND ADOLESCENT MENTAL HEALTH CARE CAPACITY AND STRENGTHEN THE INFRASTRUCTURE FOR THE PREVENTION, ASSESSMENT, AND TREATMENT OF MENTAL HEALTH STRUGGLES FACED BY CHILDREN AND ADOLESCENTS IN GREECE. THIS IS A NATIONWIDE "TRAIN-THE-TRAINER" PROGRAM THAT WILL BE SUPPLEMENTED BY FREE RESOURCES FOR HEALTHCARE PROFESSIONALS AND THE GENERAL PUBLIC.SNF GLOBAL CENTERTHE CHILD MIND INSTITUTE IS WORKING TO ACCELERATE GLOBAL COLLABORATION ON UNDER-RESEARCHED AREAS OF CHILDREN'S MENTAL HEALTH AND EXPAND WORLDWIDE ACCESS TO CULTURALLY APPROPRIATE TRAINING, RESOURCES, AND TREATMENT. THE SNF GLOBAL CENTER SUPPORTS SIX INTERCONNECTED INITIATIVES TO COMBAT THE FOUR GREATEST BARRIERS TO CARE: LIMITED ACCESS TO EVIDENCE-BASED SERVICES, PROVIDER SHORTAGES, LACK OF INFORMATION, AND STIGMA. THE YOUTH MENTAL HEALTH ACADEMY (YMHA)THE YOUTH MENTAL HEALTH ACADEMY (YMHA) IS A 14-MONTH COMMUNITY-BASED PROGRAM FOR STUDENTS FROM STRUCTURALLY MARGINALIZED COMMUNITIES IN CALIFORNIA. YMHA PROVIDES HANDS-ON LEARNING IN MENTAL HEALTH SCIENCE, PRACTICE, AND COMMUNICATIONS. BETWEEN OCTOBER 2022 AND SEPTEMBER 2023, THE CHILD MIND INSTITUTE DEVELOPED THE PROGRAM AND ENROLLED THE FIRST COHORT, WHO COMPLETED A PILOT SUMMER ACADEMY AND PARTICIPATED IN WORKSHOPS AND EVENTS THROUGHOUT THE ACADEMIC YEAR. 8394791 77324469 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 1 195 0 289 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X ANNE MARIE SCHETTINI-LYNCH CFO 6463039335 215 EAST 50TH STREET NEW YORK NY 10022 DEVON BRIGER CO-CHAIR AND DIRECTOR 2.00 0.00 X X 0 0 0 JOSEPH HEALEY CO-CHAIR AND DIRECTOR 2.00 0.00 X X 0 0 0 DAVID SHAPIRO TREASURER AND DIRECTOR 1.00 0.00 X X 0 0 0 RAM SUNDARAM DIRECTOR 1.00 0.00 X 0 0 0 ARTHUR ALTSCHUL JR DIRECTOR 1.00 0.00 X 0 0 0 MEGAN JONES BELL DIRECTOR 1.00 0.00 X 0 0 0 RANDOLPH COWEN DIRECTOR 1.00 0.00 X 0 0 0 MARK DOWLEY DIRECTOR 1.00 0.00 X 0 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LOSS ON LEASE EXIT ACTIVITY - 2021 AMOUNT: $ -408,472. 2022 AMOUNT: $ -305,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 15000 102893806 102908806 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 98500 15000 15000 128500 250000 250000 250000 750000 1125000 2056867 202077 2258944 1948547 123649 15329 2056867 1791585 219657 62695 1948547 2072177 -208282 72310 1791585 2026691 204766 159280 2072177 0.00000 0.89000 0.11000 0 0 2521740 82911 2438829 5192704 3580243 1612461 4051290 DUE FROM AFFILIATED ENTITIES - NY PRACTICE (SEE SCHEDULE R) 8584452 DUE FROM AFFILIATED ENTITIES - CA PRACTICE (SEE SCHEDULE L PART V) 3235269 RIGHT OF USE ASSETS 73568064 SECURITY DEPOSIT 176595 ARTWORK 1899500 87463880 DUE TO AFFILIATED ENTITIES - NY PRACTICE (SEE SCHEDULE R ) 1109861 DUE TO AFFILIATED ENTITIES - CA PRACTICE (SEE SCHEDULE L PART V) 2042531 LEASE LIABILITIES 80378108 83530500 X 92577550 1021476 4036991 5058467 87519083 101981 101981 87621064 102908806 4036991 54346 4091337 98817469 101981 101981 98919450 PART V, LINE 4: CMI'S ENDOWMENT CONSISTS OF A DONOR-RESTRICTED FUND TO SUPPORT A RESEARCH SCIENTIST POSITION AT CMI. PART X, LINE 2: CMI IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF CMI'S GENERAL TAX-EXEMPT STATUS, ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON CMI'S FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RESERVE OF CERTAIN CONTRIBUTIONS RECEIVABLE THAT WERE DETERMINED TO BE UNCOLLECTIBLE 54,346. PART XI, LINE 2B DURING 2024, CMI RECEIVED DONATED LEGAL SERVICES TOTALING APPROXIMATELY $17,000, DONATED MANAGEMENT CONSULTING SERVICES OF APPROXIMATELY $247,000 AND DONATED GOODS OF APPROXIMATELY $1,000. FOR 2024, CMI ALSO RECEIVED APPROXIMATELY $3,771,000 IN THE FORM OF DONATED PLACEMENTS OF PUBLIC SERVICE ANNOUNCEMENTS ("PSAS"), IN VARIOUS FORMS OF MEDIA. THE PSAS SERVED TO COMMUNICATE CMI'S MISSION TO THE GENERAL PUBLIC. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 165 PROGRAM SERVICES TRAINING 2985465 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 47 PROGRAM SERVICES TRAINING 432190 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 14 PROGRAM SERVICES TRAINING 525101 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 18 PROGRAM SERVICES TRAINING 75874 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 2 PROGRAM SERVICES TRAINING 3199 OCEANIA 0 1 PROGRAM SERVICES TRAINING 1880 SOUTHEAST ASIA 0 2 PROGRAM SERVICES TRAINING 24300 WESTERN CARIBBEAN 0 1 PROGRAM SERVICES TRAINING 2268 1 250 0 0 1 250 4050277 0 4050277 EUROPE (INCLUDING ICELAND & GREENLAND) IMPLEMENTATION AND TRAINING 1277401 0 EUROPE (INCLUDING ICELAND & GREENLAND) ADVICE AND CONSULTATION 10312 0 SOUTH AMERICA IMPLEMENTATION AND TRAINING 83953 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 65000 0 NORTH AMERICA RESEARCH 25000 0 EAST ASIA AND THE PACIFIC RESEARCH 24300 0 6 0 0 0 0 0 0 X X X X X X X 1 EVENT ASSOCIATES INC 162 WEST 56TH STREET 405 NEW YORK NY 10019 BENEFIT DINNER 0 7761326 80000 7681326 DENISE COLEMAN PO BOX 8725 RANCHO SANTA FE CA 82067 BAY AREA GOLF TOURNAMENT 0 655828 25000 630828 COMMUNITY COUNSELING SERVICE 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTING 0 0 459168 -459168 GURA ASSOCIATES LTD 505 WEST END AVENUE NEW YORK NY 10024 FUNDRAISING CONSULTING 0 0 100000 -100000 M&R STRATEGIC SERVICES 1101 17 STREET NW SUITE 301 WASHINGTON DC 20036 FUNDRAISING CONSULTING 0 0 295710 -295710 8417154 959878 7457276 AL AK AR CA CO CT DC FL GA MI IL KS KY ME MD MI MN MS NV NH NJ NC ND OH OK OR PA RI SC TN UT VA WA WV WI NY BENEFIT DINNER 7761326 7423636 337690 290122 8750 38817 BAY AREA GOLF TOURNAMENT 655828 495999 159829 121292 14729 23809 2 1152547 958976 193571 172365 3540 17666 9569701 8878611 691090 583779 3540 23479 80292 691090 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AMOUNT PAID TO THE PROFESSIONAL FUNDRAISER, EVENT ASSOCIATES, INC., REPRESENTS FEES PAID FOR THE PLANNING OF CMI'S 2024 ANNUAL BENEFIT DINNER. 1 CMMP PC 2000 ALAMEDA DE LAS PULGAS SAN MATEO CA 94403 833175060 3826167 0 FMV TO SUPPORT INFRASTRUCTURE PROJECTS CMMP PLLC 215 EAST 50TH STREET NEW YORK NY 10022 273037790 501C3 430538 0 FMV TO SUPPORT OFFICE MOVE AND INFRASTRUCTURE PROJECTS NEW YORK UNIVERSITY 105 E 17TH STREET 3RD FLOOR NEW YORK NY 10003 135562308 501C3 11442 0 FMV RESEARCH SUBAWARD NYU SCHOOL OF MEDICINE 1 PARK AVE 11TH FLOOR NEW YORK NY 10016 135562309 501C3 11901 0 FMV RESEARCH SUBAWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 10920 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90024 956006143 501C3 140217 0 FMV RESEARCH SUBAWARD WEILL MEDICAL COLLEGE OF CORNELL 575 LEXINGTON AVE 9TH FL NEW YORK NY 10022 131623978 501C3 16051 0 FMV RESEARCH SUBAWARD HUGO W MOSER RESEARCH INSTITUTE AT KENNEDY KRIEGER INC 707 N BROADWAY MARYLAND MD 21205 521524967 501C3 197091 0 FMV RESEARCH SUBAWARD MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501C3 286254 0 FMV RESEARCH SUBAWARD RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET NEW YORK NY 10036 131988190 501C3 165838 0 FMV RESEARCH SUBAWARD UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BLDG PHILADELPHIA PA 19104 231352685 501C3 64207 0 FMV RESEARCH SUBAWARD GRASSROOT SOCCER INC 7 ALLEN STREET STE B4-5 HANOVER NH 03755 431957920 501C3 57033 0 FMV RESEARCH SUBAWARD NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501C3 110420 0 FMV RESEARCH SUBAWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 405 HIGARD AVENUE LOS ANGELES CA 90095 956006143 501C3 27923 0 FMV RESEARCH SUBAWARD RESEARCH FOUNDATION OF MENTAL HYGIENE INC 150 BROADWAT SE 301 MENANDS NY 12204 141410842 501C3 313637 0 FMV RESEARCH SUBAWARD THE GEORGE WASHNIGTON UNIVERSITY 44983 KNOLL SQUARE STE 203 ASHBURN VA 20147 530196584 501C3 99260 0 FMV RESEARCH SUBAWARD THE JOHN HOPKINS UNIVERISTY 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 520595110 501C3 343270 0 FMV RESEARCH SUBAWARD 17 1 FINANCIAL AID PROGRAM 242 819360 PART I, LINE 2: CHILD MIND INSTITUTE, INC. ("CMI") RAISED FUNDS, THROUGH ITS WEST COAST CAMPAIGN, FOR COSTS RELATED TO THE ESTABLISHMENT OF CHILD MIND MEDICAL PRACTICE, PC (THE "CA PRACTICE"). CMI ALSO ENTERED INTO A RESTRICTED GRANT AGREEMENT WITH THE CA PRACTICE UP TO THE AGGREGATE AMOUNT OF $5,000,000. EFFECTIVE FOR 2024, CMI AND THE CA PRACTICE ENTERED INTO AN AMENDMENT TOT HE RESTRICTED GRANT AGREEMENT THAT ALLOWS FOR ADDITIONAL GRANT FUNDS FROM CMI TO THE CA PRACTICE IN THE AMOUNT OF APPROXIMATELY $5,728,000. ON A MONTHLY BASIS, CMI REVIEWS THE OPERATING PERFORMANCE AND FINANCIAL RESULTS OF THE CA PRACTICE IN ACCORDANCE WITH THE TERMS OF THE RESTRICTED GRANT AGREEMENT BETWEEN CMI AND THE CA PRACTICE. FOR 2024, CMI GRANTED $3,826,167 TO THE CA PRACTICE TO SUPPORT INFRASTRUCTURE PROJECTS. FOR 2024, CMI GRANTED $430,538 TO THE CHILD MIND MEDICAL PRACTICE, PLLC (THE "NY PRACTICE") TO SUPPORT INFRASTRUCTURE PROJECTS AND MOVING EXPENSES. CMI MONITORS COMPLIANCE WITH 2 CFR PART 200 WHENEVER PASSING THROUGH FEDERAL FUNDS TO A SUBRECIPIENT. THE CMI SPONSORED PROGRAMS OFFICE DETERMINES POTENTIAL RISK AFTER REVIEW OF THE SUBRECIPIENT'S SAM.GOV REGISTRATION AND MOST RECENT SINGLE AUDIT AND THEN PROCEEDS WITH APPROVAL OF THE DETAIL BUDGET AND NARRATIVE JUSTIFICATION AS PART OF THE INITIAL AGREEMENT AND ANNUAL AMENDMENTS AS APPLICABLE. PRIOR TO PAYMENT, THE PROJECT PRINCIPAL INVESTIGATOR (OR DESIGNEE) REVIEWS INVOICES TO CONFIRM DELIVERABLES ARE BEING MET FOLLOWED BY THE SPONSORED PROGRAMS OFFICE AUDITING FOR COMPLIANCE WITH THE APPROVED BUDGET AND RATES. WHEN CMI SERVES AS THE PASS THROUGH ENTITY FOR NON-FEDERAL FUNDS, SUBRECIPIENT MONITORING CONFORMS WITH THE UNDERLYING TERMS AND CONDITIONS FOR EACH SPONSOR. X X 0 1 X X X X X X 1 1 0 0 0 0 0 1 0 HAROLD KOPLEWICZ MD PRESIDENT 665386 483227 450000 500000 0 0 1107655 0 44546 0 2267587 983227 0 0 MICHAEL MILHAM MD PHD CHIEF SCIENCE OFFICER 564401 35717 0 0 0 0 10000 0 12725 0 587126 35717 0 0 MARY CORCORAN EXECUTIVE DIRECTOR (UNTIL 6/2024) 247576 0 0 0 254627 0 10000 0 35872 0 548075 0 0 0 GIOVANNI SALUM VP, GLOBAL PROGRAMS 368684 0 0 0 0 0 0 0 43399 0 412083 0 0 0 MARYANA GELLER CHIEF FINANCIAL OFFICER(UNTIL 12/202 328600 0 0 0 0 0 10000 0 46964 0 385564 0 0 0 KATHLEYA CHOTIROS GENERAL COUNSEL 302315 0 0 0 0 0 10000 0 45785 0 358100 0 0 0 DAVID ANDERSON VP, PUBLIC ENGAGEMENT & ENGAGEMENT 78840 220554 0 0 0 0 4814 7194 11777 19542 95431 247290 0 0 LISA GLASS VP, HUMAN RESOURCES 307681 0 0 0 0 0 10000 0 22938 0 340619 0 0 0 ADRIANA DI MARTINO SENIOR RESEARCH SCIENTIST 310950 0 0 0 0 0 8844 0 15544 0 335338 0 0 0 SARAH BURKE VP, STRATEGIC INITIATIVES 328554 0 0 0 0 0 0 0 0 0 328554 0 0 0 AMIE CLANCY CHIEF ADMINISTRATIVE OFFIC 292997 0 0 0 0 0 10000 0 922 0 303919 0 0 0 PART I, LINE 1A MARY CORCORAN, EXECUTIVE DIRECTOR, MICHAEL MILHAM, VP RESEARCH, MARYANA GELLER, CFO, AND DAVID ANDERSON, VP SCHOOL & COMMUNITY PROGRAMS, RECEIVED FINANCIAL PLANNING SERVICES PAID BY CMI. THIS BENEFIT WAS GROSSED-UP BY CMI TO COVER EMPLOYEE PAYROLL TAXES AND TREATED AS TAXABLE COMPENSATION FOR EACH INDIVIDUAL. PART I, LINE 1B THE PRESIDENT DETERMINED THAT CMI WOULD PROVIDE FINANCIAL PLANNING BENEFITS AFTER REVIEWING THE PLAN'S SERVICES AND COSTS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVED FINANCIAL PLANNING BENEFITS FOR HAROLD KOPLEWICZ, MD, PRESIDENT, AS AGREED UPON IN HIS EMPLOYMENT AGREEMENT. PART I, LINE 3 CMI'S BOARD OF DIRECTORS HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION REVIEW POLICY, WHICH IT FOLLOWS WHEN APPROVING THE COMPENSATION AND BENEFITS OF THE PRESIDENT. THE PRESIDENT'S COMPENSATION IS REVIEWED EVERY TWO TO THREE YEARS BY AN INDEPENDENT CONSULTANT, QUALIFIED TO REVIEW SIMILAR POSITIONS IN COMPARABLE NON-PROFIT ORGANIZATIONS. EACH YEAR, THE COMPENSATION COMMITTEE OF CMI'S BOARD OF DIRECTORS, WHICH IS COMPOSED OF NON-INTERESTED MEMBERS, REVIEWS THE INDEPENDENT CONSULTANT'S REPORT, INCLUDING APPROPRIATE COMPARABILITY DATA, AND MAKES A DETERMINATION ABOUT THE PRESIDENT'S ANNUAL COMPENSATION BASED ON ALL RELEVANT FACTORS, ENSURING THAT THE COMPENSATION IS REASONABLE. THE COMMITTEE REVIEWS THE PRESIDENT'S TOTAL COMPENSATION, WHICH INCLUDES BOTH CURRENT COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE COMMITTEE'S MINUTES AND RETAINED IN CMI'S RECORDS. PART I, LINES 4A-B HAROLD KOPLEWICZ, MD, PRESIDENT, PARTICIPATES IN A 457(F) PLAN AS AGREED UPON IN HIS EMPLOYMENT AGREEMENT. IN 2024, CMI CONTRIBUTED $67,530 TO THE PLAN. CONTRIBUTIONS FROM CMI FULLY VEST AFTER ONE YEAR. ONE FORMER EMPLOYEE RECEIVED A SEVERANCE PAYMENT DURING 2024. PART I, LINE 7 DURING THE REPORTING PERIOD, PERFORMANCE BONUSES WERE PROVIDED TO CERTAIN EMPLOYEES, AS INCLUDED IN PART II, COLUMN (B)(II) OF SCHEDULE J. THE PERFORMANCE BONUS TO THE PRESIDENT WAS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE PERFORMANCE BONUSES TO OTHER EMPLOYEES WERE APPROVED BY THE PRESIDENT. CERTAIN CLINICIANS, INCLUDING THE PRESIDENT OF CMI, PROVIDING SERVICES TO PATIENTS OF THE RELATED ORGANIZATION ARE ELIGIBLE TO RECEIVE VARIABLE PAY OR INCENTIVES. PAYMENT OF SUCH REWARDS IS CONDITIONED ON THE ACHIEVEMENT OF FINANCIAL TARGETS RELATING TO COLLECTIONS FOR SERVICES. THE AMOUNTS PAID REPRESENT ONLY A LIMITED PORTION OF THE TOTAL COLLECTED; THE REMAINDER ENSURES THAT THE RELATED ORGANIZATION ACHIEVES A LEVEL OF REVENUE THAT WILL SUPPORT ITS OPERATIONS AND INVEST IN ENHANCING ITS OPERATIONS AND MEASURING PATIENT OUTCOMES. CHILD MIND MEDICAL PRACTICE PC SEE PART V SEE PART V 0 HAROLD KOPLEWICZ MD SEE PART V SEE PART V 0 PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) INTERESTED PERSON: HAROLD KOPLEWICZ, MD(B) ENTITIES: CHILD MIND MEDICAL PRACTICE, PC (THE "CA PRACTICE")(C) RELATIONSHIP: HAROLD KOPLEWICZ, MD, PRESIDENT OF CHILD MIND INSTITUTE, INC. ("CMI"), IS ALSO THE SOLE SHAREHOLDER OF THE CA PRACTICE. THE CA PRACTICE WAS FORMED TO PROVIDE CLINICAL CARE AND TREATMENT TO CHILDREN AND ADOLESCENTS, WHICH UNDER APPLICABLE STATE LAW CMI IS NOT PERMITTED TO PERFORM AND WHICH ARE CRITICAL TO CMI'S MISSION TO TRANSFORM THE LIVES OF CHILDREN AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND LEARNING DISORDERS.(D) TRANSACTIONS:(1) FORMATION. UNDER APPLICABLE STATE LAW, ONLY PERSONS WHO ARE LICENSED TO PRACTICE MEDICINE MAY HOLD AN OWNERSHIP INTEREST IN AN ENTITY FORMED TO PROVIDE CLINICAL CARE AND TREATMENT. CMI, AS A NEW YORK NOT-FOR-PROFIT CORPORATION, IS THEREFORE NOT PERMITTED TO HOLD AN OWNERSHIP INTEREST IN THE CA PRACTICE. IN FURTHERANCE OF CMI'S MISSION, TO PROTECT CMI'S INTERESTS, TO SUPPORT CLINICAL ACTIVITIES CONDUCTED BY THE CA PRACTICE, AND TO COMPLY WITH THE FOREGOING OWNERSHIP REQUIREMENT, DR. KOPLEWICZ, A PHYSICIAN LICENSED IN NEW YORK AND CALIFORNIA, IS THE SOLE SHAREHOLDER OF THE CA PRACTICE. THE SHARES IN THE CA PRACTICE ARE RESTRICTED BY A STOCK TRANSFER RESTRICTION AGREEMENT ENTERED INTO BY CMI, THE CA PRACTICE, AND THE SOLE SHAREHOLDER, PURSUANT TO WHICH CMI MUST APPROVE ANY DISPOSAL OR DISTRIBUTION OF ANY SHARES IN THE CA PRACTICE AND MAY TRANSFER ANY SUCH SHARES TO A DESIGNATED TRANSFEREE.(2) RESTRICTED GRANT AGREEMENT. TO FACILITATE THE FORMATION OF THE CA PRACTICE AND THE CONDUCT BY THE CA PRACTICE OF CLINICAL ACTIVITIES THAT FURTHER CMI'S MISSION, CMI ENTERED INTO A RESTRICTED GRANT AGREEMENT WITH THE CA PRACTICE, PURSUANT TO WHICH CMI AGREED TO MAKE SPECIAL PURPOSE RESTRICTED GRANTS UP TO THE AGGREGATE AMOUNT OF $5,000,000. IN ADDITION, CMI RAISED FUNDS FOR THE CA PRACTICE THROUGH ITS WEST COAST CAMPAIGN. THE RESTRICTED GRANT AGREEMENT PROVIDES, AMONG OTHER THINGS, THAT: (X) THE CA PRACTICE IS REQUIRED TO OPERATE IN A MANNER THAT IS, AND LIMITS ITS ACTIVITIES TO THOSE THAT ARE, CONSISTENT WITH AND FURTHER THE MISSION OF CMI; (Y) THE GRANTS MUST BE USED BY THE CA PRACTICE EXCLUSIVELY IN CONNECTION WITH THE CONDUCT OF ACTIVITIES THAT FURTHER AND SUPPORT CMI'S MISSION; AND (Z) THE CA PRACTICE MUST OBSERVE VARIOUS REPORTING, BUDGETARY, AND OTHER FINANCIAL REQUIREMENTS AND ENGAGE AUDITORS ACCEPTABLE TO CMI.IF THE CA PRACTICE FAILS TO OBSERVE THE REQUIREMENTS OF THE RESTRICTED GRANT AGREEMENT, THE AGREEMENT MAY BE TERMINATED, IN WHICH CASE UNSPENT FUNDS MUST BE RETURNED TO CMI AND DAMAGES MAY BE DUE.(3) SERVICES AGREEMENT. PURSUANT TO A MANAGEMENT SERVICES AGREEMENT BETWEEN CMI AND THE CA PRACTICE, CMI PROVIDES CERTAIN SERVICES TO THE CA PRACTICE, FOR WHICH THE CA PRACTICE COMPENSATES CMI. CONSISTENT WITH CMI'S INTERNAL POLICIES AND PROCEDURES, THIS COMPENSATION IS BASED ON THE ACTUAL COST OF PROVIDING THE SERVICES. THE CA PRACTICE'S PAYMENT OBLIGATIONS TO CMI FOR SERVICES PROVIDED UNDER THIS SERVICES AGREEMENT IS CURRENTLY REFLECTED AS A RECEIVABLE ON CMI'S FINANCIAL STATEMENTS IN THE AMOUNT OF $ 3,235,269, AS REFLECTED IN PART X OF THIS FORM 990. (4) LICENSE AGREEMENT. PURSUANT TO A LICENSE AGREEMENT BETWEEN CMI AND THE CA PRACTICE, CMI GRANTED A ROYALTY-FREE LICENSE TO USE CERTAIN OF ITS TRADEMARKS AND DOMAIN NAMES TO THE CA PRACTICE SUBJECT TO CERTAIN TERMS AND CONDITIONS, INCLUDING CMI'S RIGHT TO TERMINATE THE LICENSE AGREEMENT IN THE EVENT OF THE BREACH OF THE TERMS AND CONDITIONS OF THE RESTRICTED GRANT AGREEMENT.(5) GRANT SERVICES AGREEMENT. PURSUANT TO A GRANT SERVICES AGREEMENT BETWEEN CMI AND THE CA PRACTICE, CMI ENGAGES THE CA PRACTICE TO PROVIDE CERTAIN SERVICES REQUIRED BY CONTRIBUTIONS OR GRANTS THAT CMI HAS RECEIVED AND WHICH CMI IS UNABLE TO PROVIDE. CMI DISCLOSES TO ITS DONORS AND GRANTORS THAT SERVICES WILL BE SUB-CONTRACTED TO THE CA PRACTICE TO SATISTY THE REQUIREMENTS OF THE DONATION OR GRANT. FOR 2024, AMOUNTS PAID TO THE CA PRACTICE PURSUANT TO THE GRANT SERVICES AGREEMENT IN PERFORMANCE OF THESE REQUIREMENTS AMOUNTED TO $656,194, INCLUDED UNDER OTHER FEES FOR SERVICES EXPENSES IN PART IX OF THIS FORM 990. (6) BOARD OVERSIGHT OF RELATIONSHIP AND TRANSACTIONS:AS NOTED ABOVE, DR. KOPLEWICZ IS THE PRESIDENT OF CMI AND THE SOLE SHAREHOLDER OF THE CA PRACTICE. ACCORDINGLY, THE TRANSACTIONS BETWEEN CMI AND THE CA PRACTICE, INCLUDING THE AGREEMENTS DESCRIBED ABOVE, WERE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF CMI. FURTHERMORE, THE AUDIT & FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CMI OVERSEES THE ONGOING RELATIONSHIP BETWEEN CMI AND THE CA PRACTICE IN ACCORDANCE WITH CMI'S CONFLICT OF INTEREST AND DISCLOSURE POLICY. X 18 1899500 COMPARABLE SALES X 12 1197667 COMPARABLE SALES 0 1 1 PART I, LINE 32B: CMI RECEIVES DONATED SECURITIES THROUGH A THIRD PARTY, WHICH IN TURN SELLS THE SECURITIES AND CONVERTS THEM TO CASH PROCEEDS. DURING 2024, CMI RECEIVED SEVERAL PIECES OF DONATED ARTWORK WHICH WAS APPRAISED BY A QUALIFIED ART APPRAISER. THE ARTWORK IS CAPITALIZED AND NOT DEPRECIATED DUE TO ITS INDEFINITE USEFUL LIFE. THE ARTWORK IS DISPLAYED THROUGHOUT CMI'S OFFICE SPACES TO ENRICH THE WORK AND THERAPEUTIC ENVIRONMENT. FORM 990, PART I, LINE 22 IN DECEMBER 2022, CMI ENTERED INTO A $75,000,000 DELIVERABLE-BASED CONTRACT WITH THE STATE OF CALIFORNIA. UNDER THE TERMS OF THE CONTRACT, INITIAL PAYMENTS WERE RECEIVED AT THE OUTSET OF THE PROJECT AND SUBSEQUENT REVENUES WERE RECOGNIZED UPON RECEIPT OF PAYMENTS TIED TO THE COMPLETION OF SPECIFIED DELIVERABLES. HOWEVER, EXPENSES RELATED TO FULFILLING THESE DELIVERABLES EXPECTEDLY VARIED QUARTER TO QUARTER AND YEAR TO YEAR. THEREFORE, EXPENSES HAVE BEEN INCURRED AND RECOGNIZED ON A LAGGING BASIS. DURING YEAR ENDED 2023, CMI RECOGNIZED REVENUES EXCEEDING RELATED EXPENSES BY $15,800,000, RESULTING IN AN INCREASE IN NET ASSETS WITHOUT DONOR RESTRICTIONS. CONVERSELY, DURING YEAR ENDED 2024, LAGGING EXPENSES EXCEEDED RECOGNIZED REVENUES BY $11,200,000 LEADING TO A REDUCTION IN NET ASSETS WITHOUT DONOR RESTRICTIONS. FORM 990, PART I, LINE 8-22 DURING 2023, CMI CHANGED ITS ACCOUNTING PERIOD FROM SEPTEMBER 30TH TO DECEMBER 31ST. THEREFORE, PRIOR YEAR COLUMN REPRESENTS ONLY A STUB PERIOD REPORTING FROM 10/1/2023 TO 12/31/2023. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS: A) PHYLLIS GREEN AND RANDOLPH COWEN ARE HUSBAND AND WIFE B) CHRISTINE AND RICHARD MACK ARE HUSBAND AND WIFE C) BROOKE GARBER NEIDICH AND DANIEL NEIDICH ARE HUSBAND AND WIFE D) PREETHI KRISHNA AND RAM SUNDARAM ARE HUSBAND AND WIFE E) JORDAN SCHAPS AND JIL SCHAPS ARE HUSBAND AND WIFE F) ZIBBY OWENS IS THE STEP-DAUGHTER OF HOWARD KATZ G) LISA AND GUY METCALFE ARE HUSBAND AND WIFE FORM 990, PART VI, SECTION B, LINE 11B CMI'S FORM 990 IS PREPARED BY AN OUTSIDE TAX PREPARER BASED ON INFORMATION PROVIDED BY CMI FINANCE STAFF. THE DRAFT FORM 990 IS THEN REVIEWED BY CMI'S GENERAL COUNSEL . PRIOR TO FILING THE FORM 990 WITH THE IRS, A COPY OF THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF CMI'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CMI'S CONFLICT OF INTEREST AND DISCLOSURE POLICY REQUIRES DIRECTORS AND OFFICERS TO DISCLOSE POTENTIAL AND ACTUAL CONFLICTS AND TO RECUSE THEMSELVES FROM DELIBERATIONS AND VOTES ON MATTERS THAT INVOLVE A CONFLICT. CMI OBTAINS A SIGNED CONFLICT OF INTEREST DISCLOSURE FORM FROM EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 CMI'S BOARD OF DIRECTORS HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION REVIEW POLICY, WHICH IT FOLLOWS WHEN APPROVING THE COMPENSATION AND BENEFITS OF THE PRESIDENT. THE PRESIDENT'S COMPENSATION IS REVIEWED EVERY TWO TO THREE YEARS BY AN INDEPENDENT CONSULTANT, QUALIFIED TO REVIEW SIMILAR POSITIONS IN COMPARABLE NON-PROFIT ORGANIZATIONS. EACH YEAR, THE COMPENSATION COMMITTEE OF CMI'S BOARD OF DIRECTORS, WHICH IS COMPOSED OF NON-INTERESTED MEMBERS, REVIEWS THE INDEPENDENT CONSULTANT'S REPORT, INCLUDING APPROPRIATE COMPARABILITY DATA, AND MAKES A DETERMINATION ABOUT THE PRESIDENT'S ANNUAL COMPENSATION BASED ON ALL RELEVANT FACTORS, ENSURING THAT THE COMPENSATION IS REASONABLE. THE COMMITTEE REVIEWS THE PRESIDENT'S TOTAL COMPENSATION, WHICH INCLUDES BOTH CURRENT COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE COMMITTEE'S MINUTES AND RETAINED IN CMI'S RECORDS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF ORGANIZATIONAL DOCUMENTS: CMI'S ANNUAL REPORTS, FORMS 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS, AS WELL AS CMI'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AND DISCLOSURE POLICY, ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 9,499,967. MANAGEMENT AND GENERAL EXPENSES 1,939,740. FUNDRAISING EXPENSES 221,575. TOTAL EXPENSES 11,661,282. CONSULTING FEES: PROGRAM SERVICE EXPENSES 20,404,944. MANAGEMENT AND GENERAL EXPENSES 1,080,487. FUNDRAISING EXPENSES 21,471. TOTAL EXPENSES 21,506,902. SUBCONTRACTING FEES FROM AFFILIATED ENTITIES: PROGRAM SERVICE EXPENSES 109,868. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,868. PAYROLL AND BENEFITS PROCESSING FEES: PROGRAM SERVICE EXPENSES 877. MANAGEMENT AND GENERAL EXPENSES 349,710. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,587. FORM 990, PART IX, LINE 16 AT THE END OF 2023, NY PRACTICE AND RELATED ENTITY, CHILD MIND INSTITUTE INC, MOVED OFFICES. IN 2024, OCCUPANCY COST REPRESENT HIGHER COSTS THAN IN PRIOR YEARS. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -54,346. MINDFUL DIGITAL THERAPEUTICS LLC 215 E 50TH STREET NEW YORK NY 10022 995086144 DIGITAL TECHNOLOGY THAT ADVANCES THE WELL-BEING OF CHILDREN AND YOUNG ADULTS DE 0 0 CHILD MIND INSTITUTE INC CHILD MIND MEDICAL PRACTICE PLLC 101 EAST 56TH STREET NEW YORK NY 10022 273037790 CHILDREN'S MENTAL HEALTH NY 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1 0 0