Form 990 for tax year 2023

Filed by GREATER MENTAL HEALTH OF NEW YORK INC.

Totals

Total revenue: $33,222,714
Total expenses: $35,575,827
Contributions and grants received: $19,661,344
Grants paid: $0
Program service revenue: $12,789,488
Investment income: $616,837
Other revenue: $155,045
Total assets, end of year: $31,074,270
Total liabilities, end of year: $11,412,393
Net assets or fund balances, end of year: $19,661,877
Program services expenses (Part IX): $30,756,327
Management and general expenses: $4,759,743
Fundraising expenses: $59,757
Program service expenses (Part III): $30,756,327

Program services were 86.5% 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.

1c · Fundraising events

$202,792
1e · Government grants (contributions)

$16,654,841
1f · All other contributions, gifts and grants

$2,803,711
2a · Program service revenue: MEDICARE/MEDICAID PAYMENTS

total $10,726,580 · related or exempt $10,726,580
2b · Program service revenue: MENTAL HEALTH PROGRAM

total $1,041,451 · related or exempt $1,041,451
2c · Program service revenue: RENTAL INCOME

total $740,285 · related or exempt $740,285
2d · Program service revenue: PRIOR PERIOD REVENUE

total $281,172 · related or exempt $281,172
3 · Investment income

total $521,068 · excluded $521,068
7a · Gross sales of assets other than inventory

securities $1,225,119 · other assets $9,500
7b · Less cost or other basis and sales expenses

securities $1,138,850 · other assets $0
7c · Gain or loss

securities $86,269 · other assets $9,500
7d · Net gain or loss

total $95,769 · related or exempt $9,500 · excluded $86,269
8a · Fundraising events: gross income

$28,730
8a · Fundraising events: contributions included on line 1c

$202,792
8b · Fundraising events: direct expenses

$64,465
8c · Net income from fundraising events

total -$35,735 · excluded -$35,735
11a · Other revenue: GENERAL AND ADMINISTRATION

total $181,025 · related or exempt $181,025
11b · Other revenue: MISCELLANEOUS

total $9,755 · related or exempt $9,755
11e · Other revenue, total

$190,780

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $686,786 · management and general $686,786
7 · Other salaries and wages

total $18,327,398 · program services $16,196,446 · management and general $2,094,313 · fundraising $36,639
8 · Pension plan contributions

total $688,452 · program services $692,449 · management and general -$5,561 · fundraising $1,564
9 · Other employee benefits

total $3,731,266 · program services $3,127,268 · management and general $596,936 · fundraising $7,062
10 · Payroll taxes

total $908,063 · program services $756,660 · management and general $149,694 · fundraising $1,709
11f · Fees: investment management

total $45,391 · management and general $45,391
11g · Fees: other

total $1,782,266 · program services $1,169,665 · management and general $612,601
12 · Advertising and promotion

total $86,586 · program services $27,204 · management and general $59,382
13 · Office expenses

total $215,031 · program services $174,453 · management and general $36,228 · fundraising $4,350
14 · Information technology

total $567,116 · program services $449,793 · management and general $116,418 · fundraising $905
16 · Occupancy

total $2,142,337 · program services $2,095,607 · management and general $45,421 · fundraising $1,309
17 · Travel

total $303,749 · program services $252,130 · management and general $51,380 · fundraising $239
19 · Conferences, conventions and meetings

total $125,768 · program services $111,374 · management and general $14,344 · fundraising $50
20 · Interest

total $53,290 · program services $25,966 · management and general $27,324
22 · Depreciation, depletion and amortization

total $780,694 · program services $704,910 · management and general $75,780 · fundraising $4
23 · Insurance

total $443,891 · program services $403,340 · management and general $39,982 · fundraising $569
24a · Other expenses: PROGRAM EXPENSES

total $4,208,338 · program services $4,189,369 · management and general $18,074 · fundraising $895
24b · Other expenses: BAD DEBT

total $295,484 · program services $295,484
24c · Other expenses: MISCELLANEOUS

total $133,673 · program services $72,853 · management and general $58,462 · fundraising $2,358
24d · Other expenses: DUES

total $50,248 · program services $11,356 · management and general $36,788 · fundraising $2,104

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

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

beginning of year $2,493,414 · end of year $1,361,485
3 · Pledges and grants receivable

beginning of year $25,055 · end of year $19,246
4 · Accounts receivable

beginning of year $5,640,167 · end of year $5,335,482
9 · Prepaid expenses and deferred charges

beginning of year $206,538 · end of year $342,287
10a · Land, buildings and equipment: cost or other basis

$9,093,988
10b · Land, buildings and equipment: accumulated depreciation

$3,522,799
10c · Land, buildings and equipment, net

beginning of year $5,676,759 · end of year $5,571,189
11 · Investments: publicly traded securities

beginning of year $11,783,951 · end of year $12,462,127
15 · Other assets

beginning of year $6,399,048 · end of year $5,980,794
17 · Accounts payable and accrued expenses

beginning of year $2,063,592 · end of year $2,194,439
19 · Deferred revenue

beginning of year $10,764 · end of year $10,157
21 · Escrow or custodial account liability

beginning of year $129,440 · end of year $149,164
23 · Secured mortgages and notes payable

beginning of year $144,851 · end of year $1,831,777
25 · Other liabilities

beginning of year $9,026,464 · end of year $7,226,856
27 · Net assets without donor restrictions

beginning of year $19,498,691 · end of year $18,275,503
28 · Net assets with donor restrictions

beginning of year $1,352,790 · end of year $1,386,374

Mission and programs · 2023

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 $16,123,644.

Expenses $16,123,644 · Revenue $10,726,580
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 $6,144,172.

Expenses $6,144,172 · Revenue $740,285
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 $ 5,730,837.

Expenses $5,730,837 · Revenue $1,041,451
OTHER PROGRAMS.

Expenses $2,757,674 · Revenue $481,452

As filed on the 2023 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 (OUTGOING)

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

SECRETARY

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

DIRECTOR

Total calculated

$0

Hours/week

5
Mary F FosterMARY F FOSTER

PRESIDENT

Total calculated

$0

Hours/week

5
Mary Jo BramsonMARY JO BRAMSON

VICE PRESIDENT

Total calculated

$0

Hours/week

5
Meryl A AllisonMERYL A ALLISON

TREASURER

Total calculated

$0

Hours/week

5
Michael LombardiMICHAEL LOMBARDI

DIRECTOR (OUTGOING)

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 (OUTGOING)

Total calculated

$0

Hours/week

5
Orlando M BarreiroORLANDO M BARREIRO

DIRECTOR (OUTGOING)

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 (OUTGOING)

Total calculated

$0

Hours/week

5
Charlotte OstmanCHARLOTTE OSTMAN

CEO (OUTGOING)

Total calculated

$140,013

From this org

$104,304

From related orgs

$0

Other

$35,709

Hours/week

35
Stacey RobertsSTACEY ROBERTS

CEO

Total calculated

$284,924

From this org

$215,529

From related orgs

$0

Other

$69,395

Hours/week

35

Schedule J breakdown matched by us

Base

$183,715

Bonus

$26,076

Other

$5,738

Deferred

$53,645

Nontaxable benefits

$15,750

Filer's total

$284,924
Victoria PeninoVICTORIA PENINO

DEPUTY CFO

Total calculated

$261,850

From this org

$202,652

From related orgs

$0

Other

$59,198

Hours/week

35

Schedule J breakdown matched by us

Base

$185,101

Bonus

$17,551

Other

$0

Deferred

$59,198

Nontaxable benefits

$0

Filer's total

$261,850
Courtney BeachCOURTNEY BEACH

CHIEF DIGITAL COMPLIANCE &

Total calculated

$204,330

From this org

$180,868

From related orgs

$0

Other

$23,462

Hours/week

35

Schedule J breakdown matched by us

Base

$164,706

Bonus

$16,162

Other

$0

Deferred

$23,462

Nontaxable benefits

$0

Filer's total

$204,330
James AdasekJAMES ADASEK

VP INFORMATION TECHNOLOGY

Total calculated

$190,660

From this org

$161,434

From related orgs

$0

Other

$29,226

Hours/week

35

Schedule J breakdown matched by us

Base

$143,883

Bonus

$17,551

Other

$0

Deferred

$17,196

Nontaxable benefits

$12,030

Filer's total

$190,660
Samad NaminSAMAD NAMIN

PSYCHIATRIST

Total calculated

$246,954

From this org

$245,672

From related orgs

$0

Other

$1,282

Hours/week

35

Schedule J breakdown matched by us

Base

$245,172

Bonus

$500

Other

$0

Deferred

$0

Nontaxable benefits

$1,282

Filer's total

$246,954
Richard MillerRICHARD MILLER

MEDICAL DIRECTOR

Total calculated

$190,791

From this org

$190,400

From related orgs

$0

Other

$391

Hours/week

35

Schedule J breakdown matched by us

Base

$189,900

Bonus

$500

Other

$0

Deferred

$325

Nontaxable benefits

$66

Filer's total

$190,791
Vivian ZacchVIVIAN ZACCH

NURSE PRACTITIONER

Total calculated

$164,827

From this org

$158,326

From related orgs

$0

Other

$6,501

Hours/week

35

Schedule J breakdown matched by us

Base

$157,826

Bonus

$500

Other

$0

Deferred

$2,850

Nontaxable benefits

$3,651

Filer's total

$164,827

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. AND THE CEO'S BONUS WAS APPROVED BY THE BOARD MEMBERS.
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 $173,743 · controlled entity

Directly controlled by MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 November 2024
IRS schema version: 2023v5.1
Source object: 202413199349312401

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