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Nonprofiteer
← CHILD MIND INSTITUTE INC

Form 990 for tax year 2023

Filed by CHILD MIND INSTITUTE INC.

Totals

Total revenue
$15,166,284
Total expenses
$24,642,113
Contributions and grants received
$12,903,726
Grants paid
$1,792,918
Program service revenue
$149,653
Investment income
$746,097
Other revenue
$1,366,808
Total assets, end of year
$165,100,764
Total liabilities, end of year
$92,216,150
Net assets or fund balances, end of year
$72,884,614
Program services expenses (Part IX)
$19,101,592
Management and general expenses
$3,657,376
Fundraising expenses
$1,883,145
Program service expenses (Part III)
$19,101,592

Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEVON BRIGER

    CO-CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH HEALEY

    CO-CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID SHAPIRO

    TREASURER AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAM SUNDARAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR ALTSCHUL JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEGAN JONES BELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RANDOLPH COWEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK DOWLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL FASCITELLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHYLLIS GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET GRIEVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN HARRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HOWARD KATZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PREETHI KRISHNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE MACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD MACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNE WELSH MCNULTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE MINSKOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA MINNIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BROOKE GARBER NEIDICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL NEIDICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZIBBY OWENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBRA PERELMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH RESNICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINNEA ROBERTS

    VICE CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANE ROSENTHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY SAPERSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JORDAN SCHAPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIL SCHAPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMMA STONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EHREN STENZLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA BROOKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA KIM

    DIRECTOR (AS OF 10/19/2023)

    Total calculated
    $0
    Hours/week
    1

  • LISA METCALFE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GUY METCALFE

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAROLD KOPLEWICZ MD

    PRESIDENT

    Total calculated
    $2,972,982
    From this org
    $1,594,200
    From related orgs
    $488,474
    Other
    $890,308
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $569,765 + $488,474 related
    Bonus
    $1,000,000
    Other
    $24,435
    Deferred
    $843,005
    Nontaxable benefits
    $47,303
    Filer's total
    $2,484,508 + $488,474 related

  • AMIE CLANCY

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $326,784
    From this org
    $306,170
    From related orgs
    $0
    Other
    $20,614
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $306,170
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $10,614
    Filer's total
    $326,784

  • MARYANA GELLER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $362,533
    From this org
    $296,795
    From related orgs
    $0
    Other
    $65,738
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $293,969
    Bonus
    $0
    Other
    $2,826
    Deferred
    $10,000
    Nontaxable benefits
    $55,738
    Filer's total
    $362,533

  • MARY CORCORAN

    EXECUTIVE DIRECTOR

    Total calculated
    $597,193
    From this org
    $547,638
    From related orgs
    $0
    Other
    $49,555
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $443,134
    Bonus
    $100,000
    Other
    $4,504
    Deferred
    $10,000
    Nontaxable benefits
    $39,555
    Filer's total
    $597,193

  • KATHLEYA CHOTIROS

    GENERAL COUNSEL

    Total calculated
    $240,972
    From this org
    $204,170
    From related orgs
    $0
    Other
    $36,802
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $204,170
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $26,802
    Filer's total
    $240,972

  • MICHAEL MILHAM

    VP, RESEARCH

    Total calculated
    $583,054
    From this org
    $529,724
    From related orgs
    $34,683
    Other
    $18,647
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $424,810 + $34,683 related
    Bonus
    $100,000
    Other
    $4,914
    Deferred
    $10,000
    Nontaxable benefits
    $8,647
    Filer's total
    $548,371 + $34,683 related

  • JEFFREY CHAPMAN

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $356,699
    From this org
    $301,727
    From related orgs
    $0
    Other
    $54,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,727
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $44,972
    Filer's total
    $356,699

  • ADRIANA DI MARTINO

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $321,269
    From this org
    $296,376
    From related orgs
    $0
    Other
    $24,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,376
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $14,893
    Filer's total
    $321,269

  • DAVID ANDERSON

    VP, SCHOOL & COMMUNITY PROGRAMS

    Total calculated
    $318,026
    From this org
    $231,938
    From related orgs
    $57,865
    Other
    $28,223
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $227,688 + $57,865 related
    Bonus
    $0
    Other
    $4,250
    Deferred
    $10,000
    Nontaxable benefits
    $18,223
    Filer's total
    $260,161 + $57,865 related

  • GIOVANNI SALUM

    VP, GLOBAL PROGRAMS

    Total calculated
    $396,141
    From this org
    $361,117
    From related orgs
    $0
    Other
    $35,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,117
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,024
    Filer's total
    $396,141

  • SARAH BURKE

    VP, STRATEGIC INITIATIVES

    Total calculated
    $349,456
    From this org
    $308,452
    From related orgs
    $0
    Other
    $41,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,894
    Bonus
    $53,558
    Other
    $0
    Deferred
    $18,952
    Nontaxable benefits
    $22,052
    Filer's total
    $349,456

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Personal services (maid, chauffeur, chef)
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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, LINE 4B
HAROLD KOPLEWICZ, MD, PRESIDENT, PARTICIPATES IN A 457(F) PLAN AS AGREED UPON IN HIS EMPLOYMENT AGREEMENT. IN 2023, CMI CONTRIBUTED $67,530 TO THE PLAN. CONTRIBUTIONS FROM CMI FULLY VEST AFTER ONE YEAR.
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403189349301500

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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