Form 990 for tax year 2023
Filed by JULIA DYCKMAN ANDRUS MEMORIAL INC.
Totals
- Total revenue
- $40,168,011
- Total expenses
- $42,475,279
- Contributions and grants received
- $1,063,243
- Grants paid
- $0
- Program service revenue
- $35,411,590
- Investment income
- $3,644,628
- Other revenue
- $48,550
- Total assets, end of year
- $70,733,284
- Total liabilities, end of year
- $8,507,701
- Net assets or fund balances, end of year
- $62,225,583
- Program services expenses (Part IX)
- $35,020,583
- Management and general expenses
- $6,913,178
- Fundraising expenses
- $541,518
- Program service expenses (Part III)
- $35,020,583
Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,063,243
-
2a · Program service revenue: MAINTENANCE INCOME
total $14,551,414 · related or exempt $14,551,414
-
2b · Program service revenue: TUITION INCOME
total $9,794,204 · related or exempt $9,794,204
-
2c · Program service revenue: PATIENT SERVICES
total $4,549,274 · related or exempt $4,549,274
-
2d · Program service revenue: GOVERNMENT GRANTS AND CONTRACTS
total $2,338,354 · related or exempt $2,338,354
-
2e · Program service revenue: TRAINING SERVICES
total $1,999,492 · related or exempt $1,999,492
-
2f · All other program service revenue
total $2,178,852 · related or exempt $2,178,852
-
3 · Investment income
total $955,789 · related or exempt $0 · unrelated business $0 · excluded $955,789
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $48,550
-
6c · Rental income or loss
real property $48,550 · personal property $0
-
6d · Net rental income or loss
total $48,550 · excluded $48,550
-
7a · Gross sales of assets other than inventory
securities $10,560,829
-
7b · Less cost or other basis and sales expenses
securities $7,871,990
-
7c · Gain or loss
securities $2,688,839
-
7d · Net gain or loss
total $2,688,839 · excluded $2,688,839
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $778,857 · management and general $582,981 · fundraising $195,876
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $22,853,206 · program services $20,636,494 · management and general $2,108,745 · fundraising $107,967
-
8 · Pension plan contributions
total $444,960 · program services $434,373 · management and general $13,791 · fundraising -$3,204
-
9 · Other employee benefits
total $3,627,575 · program services $3,182,711 · management and general $395,200 · fundraising $49,664
-
10 · Payroll taxes
total $2,963,434 · program services $2,575,326 · management and general $347,629 · fundraising $40,479
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $988,814 · management and general $988,814
-
11c · Fees: accounting
total $184,000 · management and general $184,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $177,490 · management and general $177,490
-
11g · Fees: other
total $2,288,289 · program services $1,462,954 · management and general $725,152 · fundraising $100,183
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,157,851 · program services $722,422 · management and general $418,330 · fundraising $17,099
-
14 · Information technology
total $532,986 · program services $332,548 · management and general $192,567 · fundraising $7,871
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,445,610 · program services $1,399,033 · management and general $46,577
-
17 · Travel
total $108,528 · program services $108,528
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $162,014 · program services $162,014
-
20 · Interest
total $92,357 · program services $78,182 · management and general $14,175
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $947,197 · program services $910,042 · management and general $37,155
-
23 · Insurance
total $975,597 · program services $826,792 · management and general $148,805
-
24a · Other expenses: CHILDREN'S EXPENSES
total $1,284,465 · program services $1,284,465
-
24b · Other expenses: STAFF ACTIVITIES (SEE SCH O)
total $962,965 · program services $530,439 · management and general $430,294 · fundraising $2,232
-
24c · Other expenses: BAD DEBT EXPENSE
total $230,616 · program services $228,616 · fundraising $2,000
-
24d · Other expenses: DUES AND MEMBERSHIPS
total $175,922 · program services $80,562 · management and general $92,941 · fundraising $2,419
-
24e · All other expenses
total $92,546 · program services $65,082 · management and general $8,532 · fundraising $18,932
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,204,306 · end of year $1,631,570
-
2 · Savings and temporary cash investments
beginning of year $10,563,162 · end of year $4,533,952
-
3 · Pledges and grants receivable
beginning of year $8,086,360 · end of year $6,741,150
-
4 · Accounts receivable
beginning of year $5,005,417 · end of year $5,065,296
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $501,965 · end of year $492,836
-
10a · Land, buildings and equipment: cost or other basis
$44,201,326
-
10b · Land, buildings and equipment: accumulated depreciation
$35,569,737
-
10c · Land, buildings and equipment, net
beginning of year $8,998,724 · end of year $8,631,589
-
11 · Investments: publicly traded securities
beginning of year $37,409,562 · end of year $42,760,304
-
12 · Investments: other securities
beginning of year $866,307 · end of year $748,945
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $113,728 · end of year $127,642
-
17 · Accounts payable and accrued expenses
beginning of year $6,546,766 · end of year $5,253,960
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $506,320 · end of year $735,133
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $2,971,093 · end of year $2,454,047
-
24 · Unsecured notes and loans payable
beginning of year $141,326 · end of year $64,561
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $53,332,739 · end of year $54,185,563
-
28 · Net assets with donor restrictions
beginning of year $9,251,287 · end of year $8,040,020
Mission and programs · 2023
Mission
THROUGH OUR PROVEN CARE MODELS, INNOVATIVE PROGRAMS, PROFESSIONAL TRAINING, INFLUENTIAL RESEARCH AND DETERMINED ADVOCACY, ANDRUS AIMS TO BE A NATIONAL LEADER IN SHAPING POLICIES AND PRACTICES THAT PREVENT AND OVERCOME THE EFFECT OF CHILDHOOD ADVERSITY AND PROMOTE RESILIENCE TO SECURE STRONG, HEALTHY FUTURES FOR CHILDREN, FAMILIES AND COMMUNITIES
Activities or mission (Part I)
Andrus is dedicated to transforming lives through innovative, coordinated social and emotional support for all.
-
CAMPUS DIVISION - Our Campus Division operates on our 110-acre campus located on the Yonkers/Hastings-on-Hudson border. The Campus Division consists of two major programs: . Residential, served 76 youth . Special Education/Day Program served 92 day students Both programs offer assessments; individual, group, family and milieu therapy (including several evidence-based models); special education; family engagement; parenting skills training; recreation; nursing services; speech and language intervention; and occupational and physical therapy. Both programs are designed to assist children ages 5-16 and their families to manage and cope with a wide array of problems that have brought them into treatment including childhood trauma, autistic spectrum disorders, mental illness, learning disabilities and other health problems. The children live in our housing units and receive full room and board in addition to the services outlined above. Most of the children who reside at Andrus are placed in our care are from NYC Department of Education and surrounding suburban school districts. Some of our residential students are placed by the Departments of Social Services, or on occasion, through private placement contracts. Children who reside on our campus are provided psychiatric, as well as nursing, care. Children placed in our day program are most often from home school districts, and on occasion, through private placement contracts. The children enrolled in this program are provided transportation by their home school districts.
Expenses $24,375,424 · Revenue $26,622,136
-
MENTAL HEALTH - Our outpatient Mental Health Division offers outpatient services and assessments; individual, group and family therapy (including numerous evidence-based models); family engagement; crisis intervention; parenting skills training; case management; and psychological and psychiatric services. Since March 2020, the Mental Health Division is offering telehealth services due to Covid-19, and as part of an executive order from the governor of the State of New York. The telehealth program is designed to assist children ages 0-18 and their families. Services at our Mental Health centers include: . Therapy: Individuals of all ages can participate in individualized therapy to meet their needs, including one-to-one, couple, family, and group treatment. . Testing: Individuals participating in active treatment through Andrus are eligible for psychological testing, with a referral from their assigned therapist. . Psychiatry: Individuals involved in active treatment are eligible to meet with a psychiatric nurse practitioner and/or psychiatrist for evaluations and medication management. . Clinics: Services are available at two community mental health centers in Peekskill and Yonkers. Individuals and families can access screening for eligibility through scheduled appointments. . Schools: Each clinic collaborates with schools in the community through the Social Emotional Enrichment & Development Program (SEED). Students attending these schools are eligible for in-school therapy services by referral. We currently serve seven school districts in Westchester County, including 9 schools in Yonkers, 2 schools in Hastings-on-Hudson, 3 schools in Peekskill, 6 schools in Lakeland, 6 schools in Ossining, 7 schools in White Plains, and 2 schools in Putnam North Westchester BOCES. The population served by the Mental Health Division live in Westchester County communities and are referred for services by schools, family court, Departments of Social Services, pediatricians and other service providers. Services are generally paid for by Medicaid, Managed Care Medicaid and other insurance carriers. The Mental Health Division served 818 children and 241 adults.
Expenses $5,368,478 · Revenue $4,069,066
-
COMMUNITY DIVISION - The Community Division provides a range of health-promoting, school readiness, parent education, and family support programs and served clients in Westchester, the Bronx, and upper Manhattan. The programs collaborate with public schools, childcare centers, clinics, the Department of Social Services and other local institutions. Our community program consists of home visiting, care coordination services, community-based therapy and family support. . Healthy Families New York (HFNY) provides home visiting services to families beginning prenatally, or at birth, through age five to promote parent-child attachment with the goals of supporting positive parent-child bonding and relationships, fostering optimal child and family health, development, and safety, enhancing family self-sufficiency, and preventing child abuse and neglect. HFNY served 129 children and families last year. . Andrus Parenting Services (APS), formerly called Therapeutic and Parent Aide Services (TAPAS), is a mandated, preventive-service program that provides support to families who have been the subject of child abuse allegations or identified for preventive services by the local Department of Social Services. APS seeks to keep families together and promote safety, utilizing a trauma-informed lens. APS served 55 families. . Care Management (CM) provides care coordination services to children who have complex health issues enrolled in Medicaid or Medicaid Managed Care to promote health and improve quality of life. CM served 430 children. . Children and Family Treatment Support Services (CFTSS) provides community and home-based therapy and supports for children under age 21 in need of mental health and/or substance use disorder treatment. The children and youth are enrolled in Medicaid or Medicaid Managed Care. CFTSS served 13 children. . The Community Health Access to Addiction & Mental Healthcare Project (CHAMP) is a New York State program created to help individuals and families resolve issues they may face in accessing substance use disorder and mental health services. CHAMP served 101 families. Each program is grounded in the principle that quality care requires collaboration among all the relevant stakeholders. Thus, each program draws on the input and resources of family members and community leaders, as well as support from private and public funds.
Expenses $3,317,425 · Revenue $2,498,968
-
THE SANTUARY INSTITUTE
Expenses $1,959,256 · Revenue $2,221,420
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Health I BlochHEALTH I BLOCH
PRESIDENT & CEO, thru 5/7/24
- Total calculated
- $457,174
- From this org
- $350,674
- From related orgs
- $0
- Other
- $106,500
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $326,127
- Bonus
- $20,000
- Other
- $4,547
- Deferred
- $22,500
- Nontaxable benefits
- $84,000
- Filer's total
- $457,174
-
Lynette GARCIA
VP & CHIEF ADMIN OFFICER
- Total calculated
- $272,275
- From this org
- $205,907
- From related orgs
- $0
- Other
- $66,368
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $205,907
- Bonus
- $0
- Other
- $0
- Deferred
- $3,368
- Nontaxable benefits
- $63,000
- Filer's total
- $272,275
-
Charles BeroloCHARLES BEROLO
former vp & cfo, thru 6/30/23
- Total calculated
- $241,200
- From this org
- $226,890
- From related orgs
- $0
- Other
- $14,310
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $112,268
- Bonus
- $5,180
- Other
- $109,442
- Deferred
- $3,320
- Nontaxable benefits
- $10,990
- Filer's total
- $241,200
-
Corine Lurry-MabinCORINE LURRY-MABIN
VP/ Interim Pres. EFF. 5/8/24
- Total calculated
- $228,794
- From this org
- $191,745
- From related orgs
- $0
- Other
- $37,049
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $191,745
- Bonus
- $0
- Other
- $0
- Deferred
- $24,009
- Nontaxable benefits
- $13,040
- Filer's total
- $228,794
-
Dorea A FerrisDOREA A FERRIS
VP & Chief Advancement Officer
- Total calculated
- $226,109
- From this org
- $193,264
- From related orgs
- $0
- Other
- $32,845
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $193,264
- Bonus
- $0
- Other
- $0
- Deferred
- $30,000
- Nontaxable benefits
- $2,845
- Filer's total
- $226,109
-
Shannon M Ghramm-Smith
VP & Chief Clinical Officer
- Total calculated
- $211,777
- From this org
- $189,063
- From related orgs
- $0
- Other
- $22,714
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $189,063
- Bonus
- $0
- Other
- $0
- Deferred
- $22,500
- Nontaxable benefits
- $214
- Filer's total
- $211,777
-
Alicia M Coleman
Associate VP of Finance
- Total calculated
- $179,063
- From this org
- $151,895
- From related orgs
- $0
- Other
- $27,168
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $151,895
- Bonus
- $0
- Other
- $0
- Deferred
- $15,933
- Nontaxable benefits
- $11,235
- Filer's total
- $179,063
-
Robert Johnson
Sr. Director of Facilities
- Total calculated
- $170,462
- From this org
- $147,916
- From related orgs
- $0
- Other
- $22,546
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $147,916
- Bonus
- $0
- Other
- $0
- Deferred
- $12,556
- Nontaxable benefits
- $9,990
- Filer's total
- $170,462
-
Richard Thompson
VP & CFO, EFF. 11/6/23
- Total calculated
- $27,766
- From this org
- $27,766
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Melinda GeorgeMELINDA GEORGE
BOARD CHAIR, EFF. 7/1/23
- Total calculated
- $0
- Hours/week
- 3
-
Thomas KellyTHOMAS KELLY
VICE CHAIR, EFF. 7/1/23
- Total calculated
- $0
- Hours/week
- 1
-
Steven J FriedmanSTEVEN J FRIEDMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Shari T WilsonSHARI T WILSON
SECRETARY, EFF. 7/1/23
- Total calculated
- $0
- Hours/week
- 2
-
James BlackJAMES BLACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nelson ChikusaNELSON CHIKUSA
BOARD MEMBER, EFF. 10/2/23
- Total calculated
- $0
- Hours/week
- 1
-
Norman CokerNORMAN COKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David G EarleyDAVID G EARLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Daniel FossnerDANIEL FOSSNER
BOARD MEMBER, EFF. 10/2/23
- Total calculated
- $0
- Hours/week
- 1
-
F Christopher GilbertF CHRISTOPHER GILBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer PakradooniJENNIFER PAKRADOONI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul ScharfPAUL SCHARF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James SchutzerJAMES SCHUTZER
BOARD MEMBER, EFF. 10/2/23
- Total calculated
- $0
- Hours/week
- 1
-
Michael SpensleyMICHAEL SPENSLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
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 · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A:
- The president & CEO receives use of an agency-owned residence and agency paid membership to a social club for personal and business use. The residence & membership is used for agency functions INCLUDING BOARD EVENTS, FUNDRAISING EVENTS, STAFF TRAININGS, STAFF MEETINGS AND EVENTS FOR THE CHILDREN AND FAMILIES THAT THE AGENCY SERVES. THE USE OF THE RESIDENCE IS FOR THE CONVENIENCE OF THE EMPLOYER AND IS A CONDITION OF THE PRESIDENT AND CEO'S EMPLOYMENT. HIS EMPLOYMENT REQUIRES THAT HE WILL BE AVAILABLE FOR EMERGENCY CAMPUS MANAGEMENT AT ALL TIMES. THE Chief Administrative Officer POSITION ALSO Has THE USE OF AN AGENCY-OWNED RESIDENCE FOR PERSONAL AND BUSINESS PURPOSES. THE RESIDENCE IS FOR THE CONVENIENCE OF THE EMPLOYER AND A CONDITION OF THE CAO'S EMPLOYMENT. IT ALLOWS the CAO TO BE AVAILABLE FOR CAMPUS AND AGENCY-WIDE EMERGENCY MANAGEMENT AS WELL AS INTERFACING WITH THE LOCAL AUTHORITIES (FIRE AND POLICE) AT A MOMENT'S NOTICE. THE NATURE OF The POSITION DEEM IT NECESSARY FOR AN EXECUTIVE ADMINISTRATOR'S PRESENCE ONSITE 24/7 WHEN WARRANTED AND IN SUPPORT OF THE PRESIDENT AND CEO.
- SCHEDULE J, PART I, LINE 4a:
- FORMER CFO, Charles Berolo RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023 TOTALING $109,442 AS REPORTED ON PART II, COLUMN B(III).
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
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ANDRUS INNOVATIONS LLC
MARKET TOYS · DE · income $0 · assets $0
Directly controlled by JDAM
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511259349301651
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