Form 990 for tax year 2022

Filed by GREATER MENTAL HEALTH OF NEW YORK INC.

Totals

Total revenue: $36,132,514
Total expenses: $33,172,018
Contributions and grants received: $21,913,887
Grants paid: $0
Program service revenue: $13,577,915
Investment income: $593,227
Other revenue: $47,485
Total assets, end of year: $32,226,592
Total liabilities, end of year: $11,375,111
Net assets or fund balances, end of year: $20,851,481
Program services expenses (Part IX): $28,564,508
Management and general expenses: $4,525,653
Fundraising expenses: $81,857
Program service expenses (Part III): $28,564,508

Program services were 86.1% 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.

1e · Government grants (contributions)

$18,318,209
1f · All other contributions, gifts and grants

$3,595,678
2a · Program service revenue: MEDICARE/MEDICAID PAYMENTS

total $11,798,043 · related or exempt $11,798,043
2b · Program service revenue: MENTAL HEALTH PROGRAM

total $1,113,925 · related or exempt $1,113,925
2c · Program service revenue: RENTAL INCOME

total $589,968 · related or exempt $589,968
2d · Program service revenue: PRIOR PERIOD REVENUE

total $75,979 · related or exempt $75,979
3 · Investment income

total $696,788 · excluded $696,788
7a · Gross sales of assets other than inventory

securities $2,554,417 · other assets $27,700
7b · Less cost or other basis and sales expenses

securities $2,685,678 · other assets $0
7c · Gain or loss

securities -$131,261 · other assets $27,700
7d · Net gain or loss

total -$103,561 · related or exempt $27,700 · excluded -$131,261
11a · Other revenue: GENERAL AND ADMINISTRATION

total $45,810 · related or exempt $45,810
11b · Other revenue: MISCELLANEOUS

total $1,213 · related or exempt $1,213
11c · Other revenue: WHITE PLAINS CLINIC

total $462 · related or exempt $462
11e · Other revenue, total

$47,485

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $820,453 · management and general $820,453
7 · Other salaries and wages

total $17,077,989 · program services $14,952,958 · management and general $2,090,374 · fundraising $34,657
8 · Pension plan contributions

total $709,129 · program services $672,816 · management and general $34,773 · fundraising $1,540
9 · Other employee benefits

total $3,341,750 · program services $2,829,428 · management and general $505,847 · fundraising $6,475
10 · Payroll taxes

total $774,237 · program services $634,758 · management and general $138,026 · fundraising $1,453
11b · Fees: legal

total $199,668 · management and general $199,668
11f · Fees: investment management

total $76,507 · management and general $76,507
11g · Fees: other

total $1,252,094 · program services $1,076,785 · management and general $175,309
12 · Advertising and promotion

total $140,805 · program services $59,994 · management and general $80,811
13 · Office expenses

total $272,417 · program services $236,064 · management and general $32,181 · fundraising $4,172
14 · Information technology

total $888,961 · program services $818,376 · management and general $69,011 · fundraising $1,574
16 · Occupancy

total $2,124,405 · program services $2,001,501 · management and general $121,401 · fundraising $1,503
17 · Travel

total $242,006 · program services $198,905 · management and general $42,088 · fundraising $1,013
19 · Conferences, conventions and meetings

total $79,885 · program services $61,795 · management and general $17,760 · fundraising $330
20 · Interest

total $28,364 · program services $27,207 · management and general $1,157
22 · Depreciation, depletion and amortization

total $384,631 · program services $333,369 · management and general $51,262
23 · Insurance

total $366,695 · program services $341,325 · management and general $25,056 · fundraising $314
24a · Other expenses: SPECIAL EVENT INDIRECT

total $22,956 · fundraising $22,956
24b · Other expenses: PROGRAM EXPENSES

total $4,104,587 · program services $4,084,499 · management and general $17,459 · fundraising $2,629
24c · Other expenses: BAD DEBT

total $135,702 · program services $135,275 · management and general $427
24d · Other expenses: MISCELLANEOUS

total $89,428 · program services $79,028 · management and general $9,298 · fundraising $1,102
24e · All other expenses

total $39,349 · program services $20,425 · management and general $16,785 · fundraising $2,139

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,680 · end of year $1,660
2 · Savings and temporary cash investments

beginning of year $2,301,357 · end of year $2,493,414
3 · Pledges and grants receivable

beginning of year $21,816 · end of year $25,055
4 · Accounts receivable

beginning of year $3,587,182 · end of year $5,640,167
9 · Prepaid expenses and deferred charges

beginning of year $298,096 · end of year $206,538
10a · Land, buildings and equipment: cost or other basis

$8,479,863
10b · Land, buildings and equipment: accumulated depreciation

$2,803,104
10c · Land, buildings and equipment, net

beginning of year $2,654,921 · end of year $5,676,759
11 · Investments: publicly traded securities

beginning of year $16,341,368 · end of year $11,783,951
15 · Other assets

beginning of year $728,421 · end of year $6,399,048
17 · Accounts payable and accrued expenses

beginning of year $2,532,646 · end of year $2,063,592
19 · Deferred revenue

beginning of year $26,909 · end of year $10,764
21 · Escrow or custodial account liability

beginning of year $155,560 · end of year $129,440
23 · Secured mortgages and notes payable

beginning of year $156,685 · end of year $144,851
25 · Other liabilities

beginning of year $2,722,078 · end of year $9,026,464
27 · Net assets without donor restrictions

beginning of year $19,072,995 · end of year $19,498,691
28 · Net assets with donor restrictions

beginning of year $1,267,968 · end of year $1,352,790

Mission and programs · 2022

Mission

PROMOTE MENTAL HEALTH IN WESTCHESTER COUNTY THROUGH DIRECT SERVICES, CONSUMER ADVOCACY & COMMUNITY EDUCATION.

CLINICAL SERVICES: AS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC MHA'S CLINICAL SERVICES OFFER A WHOLE-PERSON APPROACH, INTEGRATING MENTAL HEALTH AND SUBSTANCE USE TREATMENT, ALONG WITH PRIMARY HEALTH SCREENING AND CONNECTION TO PHYSICAL HEALTH CARE, EMPLOYMENT, EDUCATION, PEER SUPPORT, FAMILY SUPPORT AND TARGETED CASE MANAGEMENT. SERVICES ARE DELIVERED ONSITE AT LICENSED CLINICS THROUGHOUT WESTCHESTER AND ROCKLAND COUNTIES, IN SCHOOLS AND COMMUNITY LOCATIONS, AND UTILIZING TELEHEALTH, TO BEST MEET INDIVIDUALS' NEEDS. WE OFFER SERVICES FOR INDIVIDUALS ACROSS THE AGE SPAN, BEGINNING WITH CHILDREN AS YOUNG AS 3 YEARS OF AGE. OUR PERSON-CENTERED, TRAUMA-INFORMED SERVICES ADDRESS A RANGE OF BEHAVIORAL HEALTH ISSUES UTILIZING A MULTITUDE OF EVIDENCE-BASED PRACTICES, AND ATTENTION IS PAID TO THE UNIQUE NEEDS OF VETERANS AND THEIR FAMILIES. PROFESSIONALLY TRAINED STAFF INCLUDE SOCIAL WORKERS, PSYCHOLOGISTS, PSYCHIATRISTS, MENTAL HEALTH COUNSELORS, NURSES, CASACS AND PEER SUPPORT SPECIALISTS. WE ACCEPT SELF-PAY, MEDICAID, MEDICARE AND OTHER INSURANCE. NO ONE IS DENIED CLINIC SERVICE DUE TO INABILITY TO PAY. MORE THAN 3,250 INDIVIDUALS WERE SERVED DURING 2022. TOTAL EXPENDITURES WERE $15,001,410.

Expenses $15,001,410 · Revenue $11,798,043
HOUSING: RECOGNIZED BY THE NEW YORK STATE OFFICE OF MENTAL HEALTH (OMH) AS AN INNOVATIVE LEADER IN RECOVERY-FOCUSED SERVICES, MHA'S RESIDENTIAL PROGRAMS PROVIDE RESIDENTIAL AND CASE MANAGEMENT SUPPORT TO ADULTS (AGE 18 AND OVER) WHO HAVE BEEN DIAGNOSED WITH A SERIOUS MENTAL HEALTH CONDITION. THROUGH COLLABORATIVE PERSON-CENTERED GOAL DEVELOPMENT, CONNECTION TO EMPLOYMENT AND OTHER SUPPORTS, OUR SERVICES PROMOTE RECOVERY AND INDEPENDENT LIVING. PROGRAM PARTICIPANTS RECEIVE ASSISTANCE WITH ENTITLEMENTS, MONEY MANAGEMENT, SERVICE COORDINATION AND THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS. IN 2022, MHA PROVIDED SUPPORT AND HOUSING FOR MORE THAN 280 INDIVIDUALS. TOTAL EXPENDITURES WERE $5,892,007.

Expenses $5,892,007 · Revenue $589,968
ADULT RECOVERY-ORIENTED SERVICES: MHA'S PEER, REHABILITATION, EMPLOYMENT, CARE MANAGEMENT AND CLINICAL STAFF PROVIDE AN ARRAY OF SERVICES FOR ADULTS WHO HAVE BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH CONDITION AND MAY HAVE EXPERIENCED ONE OR MORE HOSPITALIZATIONS OR MAY HAVE A HISTORY OF INCARCERATION OR SUBSTANCE USE. OUR SERVICES ARE FLEXIBLE, TAILORED TO THE NEEDS OF THE INDIVIDUAL AND, AS APPROPRIATE, INCORPORATE SUPPORT OF FAMILY AND FRIENDS AND CONNECTION TO SOCIAL AND OTHER SUPPORTS. OUR SERVICES PROMOTE RECOVERY AND PATHWAYS TOWARD ECONOMIC SELF-SUFFICIENCY, HEALTH AND INDEPENDENT LIVING. OUR INTENSIVE AND SUSTAINED ENGAGEMENT AND TREATMENT (INSET), HOME AND COMMUNITY BASED SERVICES (HCBS), RECOVERY NETWORKS, STERLING COMMUNITY CENTER, ADULT HOME PEER SUPPORT AND PEER TRAINING PROGRAMS SERVED MORE THAN 560 INDIVIDUALS IN 2022. OUR CARE MANAGEMENT SERVICES, UNIQUELY TAILORED TO MEET THE COMPREHENSIVE NEEDS OF EACH INDIVIDUAL, HELP PEOPLE BECOME - AND REMAIN - HEALTHY WHILE AVOIDING HOSPITALIZATION. CARE MANAGERS HELP INDIVIDUALS OBTAIN THE SERVICES THEY NEED, WHICH MAY INCLUDE SEEING MEDICAL SPECIALISTS, SUCCESSFULLY TRANSITIONING FROM AN INPATIENT HOSPITAL ADMISSION TO ANOTHER SETTING AND OBTAINING SOCIAL SUPPORTS SUCH AS HOUSING. ADDITIONAL SERVICES MAY INCLUDE FAMILY SUPPORT AND REFERRAL TO COMMUNITY AND SOCIAL SUPPORT SERVICES. IN 2022 WE SERVED 1000 INDIVIDUALS.OUR EMPLOYMENT SERVICES ASSIST INDIVIDUALS WHO HAVE BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH CONDITION PREPARE FOR, OBTAIN AND MAINTAIN EMPLOYMENT. IN 2022 MORE THAN 100 INDIVIDUALS PARTICIPATED IN OUR EMPLOYMENT SERVICES. TOTAL EXPENDITURES FOR ADULT RECOVERY-ORIENTED SERVICES WERE $ 5,208,435.

Expenses $5,208,435 · Revenue $1,113,925
OTHER PROGRAMS.

Expenses $2,462,656 · Revenue $151,164

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Ann M LaitmanANN M LAITMAN

SECRETARY

Total calculated

$0

Hours/week

5
David CarlucciDAVID CARLUCCI

DIRECTOR

Total calculated

$0

Hours/week

5
David FlemisterDAVID FLEMISTER

DIRECTOR

Total calculated

$0

Hours/week

5
David GerberDAVID GERBER

DIRECTOR

Total calculated

$0

Hours/week

5
Gerald SternGERALD STERN

DIRECTOR

Total calculated

$0

Hours/week

5
Greg FrisoliGREG FRISOLI

DIRECTOR

Total calculated

$0

Hours/week

5
Jason M RimlandJASON M RIMLAND

DIRECTOR

Total calculated

$0

Hours/week

5
Jeanette L FairhurstJEANETTE L FAIRHURST

VICE PRESIDENT

Total calculated

$0

Hours/week

5
Jennifer L KasoffJENNIFER L KASOFF

VICE PRESIDENT

Total calculated

$0

Hours/week

5
Mary F FosterMARY F FOSTER

PRESIDENT

Total calculated

$0

Hours/week

5
Mary Jo BramsonMARY JO BRAMSON

DIRECTOR

Total calculated

$0

Hours/week

5
Meryl A AllisonMERYL A ALLISON

TREASURER

Total calculated

$0

Hours/week

5
Michael LombardiMICHAEL LOMBARDI

DIRECTOR

Total calculated

$0

Hours/week

5
Nicholas R PirrottaNICHOLAS R PIRROTTA

VICE PRESIDENT

Total calculated

$0

Hours/week

5
Nora Liss ContractNORA LISS CONTRACT

DIRECTOR

Total calculated

$0

Hours/week

5
Orlando M BarreiroORLANDO M BARREIRO

DIRECTOR

Total calculated

$0

Hours/week

5
Patrice IngrassiaPATRICE INGRASSIA

DIRECTOR

Total calculated

$0

Hours/week

5
Sean MayerSEAN MAYER

DIRECTOR

Total calculated

$0

Hours/week

5
Steven RabinowitzSTEVEN RABINOWITZ

DIRECTOR

Total calculated

$0

Hours/week

5
Tracey WilmotTRACEY WILMOT

VICE PRESIDENT

Total calculated

$0

Hours/week

5
Yvonne D TroppYVONNE D TROPP

DIRECTOR

Total calculated

$0

Hours/week

5
Zygmunt NemzerZYGMUNT NEMZER

DIRECTOR

Total calculated

$0

Hours/week

5
Abbie RelkinABBIE RELKIN

CFO

Total calculated

$225,368

From this org

$179,087

From related orgs

$0

Other

$46,281

Hours/week

35

Schedule J breakdown matched by us

Base

$178,587

Bonus

$500

Other

$0

Deferred

$20,172

Nontaxable benefits

$26,109

Filer's total

$225,368
Charlotte OstmanCHARLOTTE OSTMAN

CEO

Total calculated

$333,738

From this org

$249,237

From related orgs

$0

Other

$84,501

Hours/week

35

Schedule J breakdown matched by us

Base

$249,237

Bonus

$0

Other

$0

Deferred

$51,494

Nontaxable benefits

$33,007

Filer's total

$333,738
Stacey RobertsSTACEY ROBERTS

COO

Total calculated

$261,347

From this org

$171,193

From related orgs

$0

Other

$90,154

Hours/week

35

Schedule J breakdown matched by us

Base

$165,393

Bonus

$500

Other

$5,300

Deferred

$39,863

Nontaxable benefits

$50,291

Filer's total

$261,347
Courtney BeachCOURTNEY BEACH

CHIEF DIGITAL COMPLIANCE & PRIVACY OFFICER

Total calculated

$217,478

From this org

$147,429

From related orgs

$0

Other

$70,049

Hours/week

35

Schedule J breakdown matched by us

Base

$146,929

Bonus

$500

Other

$0

Deferred

$21,794

Nontaxable benefits

$48,255

Filer's total

$217,478
James AdasekJAMES ADASEK

VP INFORMATION TECHNOLOGY

Total calculated

$199,373

From this org

$141,182

From related orgs

$0

Other

$58,191

Hours/week

35

Schedule J breakdown matched by us

Base

$140,682

Bonus

$500

Other

$0

Deferred

$15,195

Nontaxable benefits

$42,996

Filer's total

$199,373
James CrawfordJAMES CRAWFORD

PSYCHIATRIST

Total calculated

$248,262

From this org

$174,311

From related orgs

$0

Other

$73,951

Hours/week

35

Schedule J breakdown matched by us

Base

$173,811

Bonus

$500

Other

$0

Deferred

$9,552

Nontaxable benefits

$64,399

Filer's total

$248,262
Robert StineROBERT STINE

PSYCHIATRIST

Total calculated

$302,881

From this org

$273,320

From related orgs

$0

Other

$29,561

Hours/week

35

Schedule J breakdown matched by us

Base

$272,820

Bonus

$500

Other

$0

Deferred

$13,844

Nontaxable benefits

$15,717

Filer's total

$302,881
Victoria PeninoVICTORIA PENINO

DEPUTY CFO

Total calculated

$231,505

From this org

$179,760

From related orgs

$0

Other

$51,745

Hours/week

35

Schedule J breakdown matched by us

Base

$179,260

Bonus

$500

Other

$0

Deferred

$51,745

Nontaxable benefits

$0

Filer's total

$231,505

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 · 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
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A: ALL EMPLOYEES CAN RECEIVE UP TO A $300 REIMBURSEMENT FOR HEALTH CLUB FEES. EMPLOYEES MUST ATTEND THE HEALTH CLUB AT LEAST 5 TIMES A YEAR AND SUBMIT PROOF OF ATTENDANCE TO HUMAN RESOURCES.
PART I, LINE 7: THE BONUSES REPORTED IN COLUMN B(II) WERE APPROVED BY THE CEO.
SCHEDULE J, PART II, COLUMN (B)(III):: THE AMOUNTS REPORTED IN COLUMN B(III) REPRESENT THE USE OF A VEHICLE OWNED BY MHAW THAT WAS ATTRIBUTABLE TO PERSONAL USE.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

RUTHERFORD PROPERTIES INC

C · REAL ESTATE HOLDING COMPANY · NY · 100% owned · share of assets $184,627 · controlled entity

Directly controlled by MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY INC

Provenance

Return type: form_990
Tax year: 2022
Filed: 23 October 2023
IRS schema version: 2022v5.0
Source object: 202333199349331623

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