SHIELD OF DAVID INC DBA THE SHIELD INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHIELD OF DAVID INC DBA THE SHIELD INSTITUTE (EIN 13-1740041)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201321289349302182
- Schema version
- 2011v1.5
- 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 E
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T17:38:32-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131517563 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740041 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIELD OF DAVID INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHIE | NameControl |
| Phone | 7189398700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144-61 ROOSEVELT AVENUE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11354 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR SUSAN PROVENZANO | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7189398700 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| PTIN | P01275277 | PTIN |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIELD INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR SUSAN PROVENZANO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144-61 ROOSEVELT AVENUE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11354 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31753718 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.SHIELD.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | SHIELD OF DAVID,INC. PROVIDES EDUCATIONAL/OTHER SERVICES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. ALSO KNOWN AS "THE SHIELD INSTITUTE" - "A NOT FOR PROFIT CORPORATION". OUR MISSION IS TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES. OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL PLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 471 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 944795 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 715293 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32444575 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30899255 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14228 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7975 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 125760 | OtherRevenuePriorYear |
| Other Revenue Current Year | 116951 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33529358 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31739474 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23160304 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22326223 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 29398 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10254469 | OtherExpensePriorYear |
| Other Expenses Current Year | 9194214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33414773 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31520437 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 114585 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 219037 | RevenuesLessExpensesCY |
| Total Assets BOY | 9313945 | TotalAssetsBOY |
| Total Assets EOY | 8333741 | TotalAssetsEOY |
| Total Liabilities BOY | 12298334 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12938105 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2984389 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -4604364 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATIONAL AND OTHER SERVICES TO INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED. OUR MISSION-TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES.OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL PLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13378502 | Expense |
| Revenue | 15231658 | Revenue |
| Description | DAY HABILITATION: FULL TIME ADULT DAY AND EVENING PROGRAMS SERVING OVER 500 CLIENTS WHERE WE PROVIDE A VARIETY OF GROUP AND INDIVIDUAL ACTIVITIES BASED ON AN INDIVIDUALS INTEREST AND LIFE GOALS. CENTER BASED AND COMMUNITY ACTIVITIES PROVIDE LIFE EXPERIENCES TO ENHANCE INDEPENDENCE AND INCLUSION IN THE COMMUNITIES. SATURDAY SERVICES THAT PROVIDE ENHANCED OPPORTUNITIES FOR SOCIALIZATION, RECREATION AND COMMUNITY INCLUSION. SUPPLEMENTAL SERVICES ARE PROVIDED FOR INDIVIDUALS WHO ARE INVOLVED IN OTHER DAY ACTIVITIES TO ENHANCE THEIR ABILITY TO PARTICIPATE IN THE COMMUNITY. ALSO, PART-TIME SERVICES ARE AVAILABLE FOR ADOLESCENTS/YOUNG ADULTS WHO ARE AGING OUT OF SCHOOL SERVICES TO SUPPORT IN THEIR TRANSITION TO ADULT LIFE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12674713 | Expense |
| Revenue | 11844451 | Revenue |
| Description | EDUCATION: DAY SCHOOL PROGRAMS ARE PROVIDED TO OVER 420 STUDENTS. PRESCHOOL PROGRAM PROVIDES MULTIDISCIPLINARY EVALUATIONS, MONOLINGUAL AND BILINGUAL SPECIAL EDUCATION AND RELATED SERVICES TO CHILDREN, AGES 3 TO 5 IN A CHILD CENTERED CLASSROOM SETTING. SPECIALIZED INSTRUCTION FOR CHILDREN WHO DISPLAY CHARACTERISTICS ON THE AUTISM SPECTRUM, INCLUDES STRUCTURED TEACHING, AIDED LANGUAGE, AND PECS. PROGRAMS INCLUDE INTEGRATED CLASSES THAT PROVIDE AN OPPORTUNITY FOR CHILDREN WITH SPECIAL NEEDS TO LEARN AND PLAY WITH TYPICALLY DEVELOPING CHILDREN. ALSO, OUR SCHOOL AGE PROGRAM PROVIDES SPECIAL EDUCATION PROGRAMMING, PERSON CENTERED PLANNING, SPEECH, COUNSELING, OCCUPATIONAL AND PHYSICAL THERAPY TO CHILDREN AGES 6 TO 21 WHO HAVE BEEN DIAGNOSED WITH A DEVELOPMENTAL DISABILITY. CLASSROOM INSTRUCTION FOR CHILDREN DIAGNOSED ON THE AUTISM SPECTRUM INCLUDES STRUCTURED TEACHING, AUGMENTATIVE AND ALTERNATIVE COMMUNICATION, AIDED LANGUAGE, AND PICTURE EXCHANGE COMMUNICATION SYSTEMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3200522 | Expense |
| Revenue | 3823142 | Revenue |
| Description | CLINIC: SERVICES ARE PROVIDED TO OVER 2000 CHILDREN AND ADULTS WITH DEVELOPMENTAL DELAYS/DISABILITIES. SERVICES PROVIDED INCLUDE PSYCHOLOGICAL, SOCIAL WORK, SPEECH AND REHABILITATIVE COUNSELING, OCCUPATIONAL AND PHYSICAL THERAPY AND NUTRITIONAL COUNSELING TO INDIVIDUAL AND GROUPS. SPECIALTY SERVICES INCLUDE AUGMENTIVE COMMUNICATION EVALUATION AND TREATMENT, EATING AND SWALLOWING EVALUATION AND TREATMENT, AND PSYCHSEXUAL ASSESSMENT AND TREATMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 29253737 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 471 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARL HERR - CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7182692023 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144-61 ROOSEVELT AVENUE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11354 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID SWEET | |||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| RENEE J WARD | |||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| MICHAEL KATZ | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| LESLIE PEARSON | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| BARRY GOODMAN | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBYN LANDOW | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| NORMAN LOWE | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID KLEGER | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BIJAN SAFAI | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BETH ANISMAN | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LAURA WEINKAM | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LOUISE YOUNG | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DR SUSAN PROVENZANO | |||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 193169 | 0 | 44876 | ||
| KARL HERR | |||||||
| CONTROLLER | 35.00 | X | 125330 | 0 | 24717 | ||
| DR KAREN BIRNBAUM | |||||||
| ASSOCIATE EXECUTIVE DIRECT | 35.00 | 149626 | 0 | 30580 | X | ||
| JEANNE ALTER | |||||||
| ASSISTANT EXECUTIVE DIRECT | 35.00 | 154660 | 0 | 41142 | X | ||
| MARK BRODY | |||||||
| CORPORATE COMPLIANCE OFFIC | 35.00 | 133090 | 0 | 35695 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 755875 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 177010 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PROFESSIONAL CHARTER | |||||
| 50 SNEDIKER AVENUE | BROOKLYN | NY | 11207 | TRANSPORTATION SERVICES | 2093638 |
| ULTIMATE PSYCHOLOGICAL | |||||
| 271 NORTH AVENUE STE 111 | NEW ROCHELLE | NY | 10801 | CLINICAL SERVICES | 784493 |
| MULTILINGUAL THERAPY | |||||
| 8801 19TH AVENUE 2ND FLOOR | BROOKLYN | NY | 11214 | SPEECH THERAPY | 284884 |
| NETWORK OUTSOURCE | |||||
| 135 DENTON AVENUE | NEW HYDE PARK | NY | 11040 | COMPUTER MAINTENANCE | 173222 |
| BRYAN CAVE LLP | |||||
| P O BOX 30491 | NEW YORK | NY | 30491 | LEGAL | 133164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 920 | FederatedCampaigns |
| Fundraising Events | 9982 | FundraisingEvents |
| Government Grants | 611302 | GovernmentGrants |
| All Other Contributions | 93089 | AllOtherContributions |
| Total Contributions | 715293 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID PAYM | 624100 | 18946450 | 18946450 |
| NYS/NYC DEPT OF EDUCAT | 624100 | 11734652 | 11734652 |
| CONSUMER SELF PAY | 624100 | 218153 | 218153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30899255 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7975 | TotalRevenueColumn |
| Exclusion | $7,975 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 43490 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9982 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 14244 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29246 | TotalRevenueColumn |
| Exclusion | $29,246 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALL OTHER REVENUE | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 87705 | TotalRevenueColumn |
| Exclusion | $87,705 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87705 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31739474 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30899255 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $124,926 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357428 | Total |
| Management And General | 357428 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15308665 | Total |
| Program Services | 14516871 | ProgramServices |
| Management And General | 791794 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1345366 | Total |
| Program Services | 1259351 | ProgramServices |
| Management And General | 86015 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4153391 | Total |
| Program Services | 4013676 | ProgramServices |
| Management And General | 139715 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1161373 | Total |
| Program Services | 1079474 | ProgramServices |
| Management And General | 81899 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518730 | Total |
| Program Services | 256108 | ProgramServices |
| Management And General | 233224 | ManagementAndGeneral |
| Fundraising | 29398 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141834 | Total |
| Program Services | 7378 | ProgramServices |
| Management And General | 134456 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39300 | Total |
| Management And General | 39300 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2118215 | Total |
| Program Services | 2110189 | ProgramServices |
| Management And General | 8026 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9045 | Total |
| Program Services | 8320 | ProgramServices |
| Management And General | 725 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238418 | Total |
| Program Services | 183356 | ProgramServices |
| Management And General | 55062 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42074 | Total |
| Program Services | 32357 | ProgramServices |
| Management And General | 9717 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2235460 | Total |
| Program Services | 2202390 | ProgramServices |
| Management And General | 33070 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2142056 | Total |
| Program Services | 2142056 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104714 | Total |
| Program Services | 79406 | ProgramServices |
| Management And General | 25308 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22826 | Total |
| Management And General | 22826 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408642 | Total |
| Program Services | 318517 | ProgramServices |
| Management And General | 90125 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110246 | Total |
| Program Services | 90367 | ProgramServices |
| Management And General | 19879 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSUMABLE SUPPLIES | 513079 | 502582 | 10497 |
| REPAIRS AND MAINTENANCE | 272239 | 243045 | 29194 |
| EQUIPMENT PURCHASE/ LEA | 152805 | 114241 | 38564 |
| DUES AND SUBSCRIPTIONS | 26612 | 6840 | 19772 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97919 | Total |
| Program Services | 87213 | ProgramServices |
| Management And General | 10706 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31520437 | Total |
| Program Services | 29253737 | ProgramServices |
| Management And General | 2237302 | ManagementAndGeneral |
| Fundraising | 29398 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817713 | BOY |
| EOY | 500208 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2091196 | BOY |
| EOY | 1779386 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2537959 | BOY |
| EOY | 2389429 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213705 | BOY |
| EOY | 162182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11427069 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7942412 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3635493 | BOY |
| EOY | 3484657 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17879 | BOY |
| EOY | 17879 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313945 | BOY |
| EOY | 8333741 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5782524 | BOY |
| EOY | 8629215 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174948 | BOY |
| EOY | 126826 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3408204 | BOY |
| EOY | 3311953 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2932658 | BOY |
| EOY | 870111 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12298334 | BOY |
| EOY | 12938105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2984389 | BOY |
| EOY | -4604364 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2984389 | BOY |
| EOY | -4604364 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313945 | BOY |
| EOY | 8333741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 219037 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1839012 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 307696 | OtherCostOrOtherBasis |
| Book Value | 307696 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5492879 | OtherCostOrOtherBasis |
| Depreciation | 3074895 | Depreciation |
| Book Value | 2417984 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2120714 | OtherCostOrOtherBasis |
| Depreciation | 1807702 | Depreciation |
| Book Value | 313012 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3271246 | OtherCostOrOtherBasis |
| Depreciation | 2825281 | Depreciation |
| Book Value | 445965 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 234534 | OtherCostOrOtherBasis |
| Depreciation | 234534 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3484657 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO GOVERNMENT AGENCIES | $703,580 |
| RESERVE FOR RATE ADJUSTMENT | $166,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 870111 | TotalOfAmounts |
| Total Revenue | 31739474 | TotalRevenue |
| Total Expenses | 31520437 | TotalExpenses |
| Excess Or Deficit For Year | 219037 | ExcessOrDeficitForYear |
| Other | -$1,839,012 | OtherAmount |
| Total Adjustments | -1839012 | TotalAdjustments |
| Excess Or Deficit Per FS | -1619975 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31739474 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 31739474 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31739474 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31520437 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31520437 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31520437 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART X, LINE 2: SHIELD OF DAVID, INC. HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30,2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SHIELD INSTITUTE DOES NOT HAVE A PERIOD OF SOLICITATION FOR STUDENTS OR A PERIOD OF REGISTRATION FOR STUDENTS. ALL STUDENTS ARE REFERRED THROUGH THE DEPARTMENT OF EDUCATION BY THE LOCAL PUBLIC SCHOOL DISTRICTS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE SHIELD RECEIVES FINANCIAL AID THRU TUITION RATES FROM THE STATE EDUCATION DEPARTMENT. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL ANNIVERSARY EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 17072 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9982 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7090 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 1016 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 3280 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OUTSIDE ART FAIRS | NameOfEvent2 |
| Gross Receipts Event2 | 8297 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 8297 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 500 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 6965 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 28103 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 28103 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 900 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 1583 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 53472 | GrossReceiptsTotal |
| Charitable Contributions Total | 9982 | CharitableContributionsTotal |
| Gross Revenue Total Events | 43490 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 2416 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 11828 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 14244 | DirectExpenseSummaryEvents |
| Net Income Summary | 29246 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR SUSAN PROVENZANO | |||||||||||||
| 193169 | 0 | 0 | 0 | 0 | 0 | 22325 | 0 | 22551 | 0 | 238045 | 0 | 0 | 0 |
| KARL HERR | |||||||||||||
| 125330 | 0 | 0 | 0 | 0 | 0 | 14485 | 0 | 10232 | 0 | 150047 | 0 | 0 | 0 |
| DR KAREN BIRNBAUM | |||||||||||||
| 149626 | 0 | 0 | 0 | 0 | 0 | 17524 | 0 | 13056 | 0 | 180206 | 0 | 0 | 0 |
| JEANNE ALTER | |||||||||||||
| 154660 | 0 | 0 | 0 | 0 | 0 | 17874 | 0 | 23268 | 0 | 195802 | 0 | 0 | 0 |
| MARK BRODY | |||||||||||||
| 133090 | 0 | 0 | 0 | 0 | 0 | 15497 | 0 | 20198 | 0 | 168785 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT AND THE AUDIT COMMITTEE MET WITH THE INDEPENDENT ACCOUNTING FIRM TO REVIEW AND DISCUSS THE 990. SUBSEQUENTLY, THE COMPLETED DRAFT OF THE 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO FILING THE FINAL RETURN WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SHIELD INSTITUTE HAS THE SAME POLICY AS OUR PARENT COMPANY JBFCS. THE SHIELD INSTITUTE COMPLIANCE PLAN REQUIRES ALL MEMBERS OF THE BOARD AND SENIOR STAFF WITH AGENCY WIDE RESPONSIBILITES TO COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. ANY INDICATIONS OF POTENTIAL OR REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS, DISCUSSED WITH INDIVIDUALS INVOLVED AND RESOLVED. IF CONFLICTS ARE EVIDENT, ALL STEPS ARE TAKEN TO REMOVE THE CONFLICT WHETHER IT REQUIRES A CHANGE IN STAFF PERSON'S RESPONSIBILITIES OR POSITION, OR A BOARD MEMBER RESIGNING OR AT A MINIMUM EXCUSING THEMSELVES FROM CONFLICT ISSUES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO IS EVALUATED AND REVIEWED BY THE PRESIDENT OF THE BOARD IN CONJUNCTION WITH THE EXECUTIVE COMPENSATION COMMITTEE. THIS WAS LAST DONE IN JULY 2009. THE CEO REVIEWS AND EVALUATES THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IN CONJUNCTION WITH THE EXECUTIVE MANAGEMENT TEAM. (ASSOCIATE EXECUTIVE DIRECTOR, CONTROLLER AND HUMAN RESOURCE MANAGER). THE ASSOCIATE EXECUTIVE DIRECTOR AND CONTROLLER REVIEW WERE LAST DONE IN JULY 2009 AND IN JANUARY 2010 THE HUMAN RESOURCE MANAGER WAS REVIEWED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | DECREASE IN PENSION FUNDED STATUS -4,129,012. GAIN ON DEBT FORGIVENESS FROM AFFILIATE 2,290,000. TOTAL TO FORM 990, PART XI, LINE 5: -1,839,012. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI LINE 2 (C) THE SHIELDS' AUDIT COMMITTEE CONSISTS OF THE PRESIDENT, CHAIRMAN AND TREASURER OF THE BOARD OF DIRECTORS. IT IS THEIR RESPONSIBILITY TO ENGAGE THE INDEPENDENT ACCOUNTING FIRM TO PERFORM THE YEAR END AUDIT AND FINAL REVIEW OF THE AUDITED FINANCIAL STATEMENTS. | ||
| FORM 990 PART VI, SECTION B, LINE 14 | CURRENTLY THE SHIELD INSTITUTE HAS IN DRAFT FORM A WRITTEN POLICY FOR BOTH THE RECORD RETENTION AND DESTRUCTION OF RECORDS. EVERY YEAR WHATEVER DOCUMENTS HAVE BY-PASSED THE RETENTION PERIOD, THE DOCUMENTS ARE REMOVED FROM STORAGE AND ARE SHREDDED. THE STORAGE FILES HAVE BEEN MAPPED OUT AND ORGANIZED BY YEAR AND BY PROGRAM. WHEN DOCUMENTS BECOME OUTDATED THEY ARE THEN SHREDDED. A DIRECTORY IS MAINTAINED SHOWING WHAT DOCUMENTS ARE ON HAND AND RECORDS OF THE DOCUMENTS THAT HAVE BEEN DESTROYED. OUR DOCUMENT AND RECORD RETENTION SCHEDULES ARE BASED UPON THE HELP OF THE INTERAGENCY COUNCIL THAT THE SHIELD INSTITUTE IS ASSOCIATED WITH. | |
| SCHEDULE E LINE 3 | THE SHIELD ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 57TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135564937 | EIN |
| Primary Activities | PROVIDES A COMPREHENS. NETWORK OF MENTAL HEALTH/SOCIAL SERVS TO IND/FAMILIES | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JBFCS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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