2022-04-27T09:49:23-05:00 2021-06-30 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2020-07-01 132793295 JULIA DYCKMAN ANDRUS MEMORIAL INC % CHARLES BEROLO JULI 9149653700 1156 NORTH BROADWAY YONKERS NY 10701 Heath Bloch CEO 9149653700 2022-04-27 true Heath Bloch 999009999 Paul Hammerschmidt P01384178 2128858000 3 2020 2022-09-23 18:48:47Z Heath I Bloch 1156 NORTH BROADWAY YONKERS NY 10701 49972562 false X www.andruscc.org X 1974 NY NURTURES SOCIAL & EMOTIONAL WELL-BEING IN CHILDREN & THEIR FAMILIES BY DELIVERING A BROAD RANGE OF VITAL SERVICES & BY PROVIDING RESEARCH, TRAINING & (CONTINUED ON SCH O) 20 19 629 20 0 0 5201311 2385885 39245485 38771580 275004 1602868 90880 83818 44812680 42844151 3394 5480 0 0 32827355 34168288 0 0 509990 10795196 9902183 43625945 44075951 1186735 -1231800 70753013 77963384 15679766 17660948 55073247 60302436 X 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. false true 24991148 5480 26244050 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 - SPECIAL EDUCATION/DAY TREATMENT 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 BY 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. IN TOTAL, 104 CHILDREN WERE SERVED FOR RESIDENTIAL PROGRAM AND 86 CHILDREN WERE SERVED FOR SPECIAL EDUCATION/ DAY TREATMENT PROGRAM. 7509421 0 8464280 MENTAL HEALTH DIVISION - 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. - CARE MANAGEMENT: INDIVIDUALS AND FAMILIES LIVING IN FAMILY SHELTERS ARE ELIGIBLE FOR CASE MANAGEMENT SERVICES TO INCREASE ACCESS TO COMMUNITY RESOURCES. - OPEN ACCESS: WALK-IN SERVICES ARE AVAILABLE TO COMMUNITY RESIDENTS SEEKING INDIVIDUALIZED 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 THREE COMMUNITY MENTAL HEALTH CENTERS IN PEEKSKILL, WHITE PLAINS, AND YONKERS. INDIVIDUALS AND FAMILIES CAN ACCESS SCREENING FOR ELIGIBILITY THROUGH OPEN-ACCESS AND 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 SIX SCHOOL DISTRICTS IN WESTCHESTER COUNTY, INCLUDING 9 SCHOOLS IN YONKERS, 4 SCHOOLS IN PEEKSKILL, 6 SCHOOLS IN LAKELAND, 6 SCHOOLS IN OSSINING, AND 7 SCHOOLS IN WHITE PLAINS. - COMMUNITY: WELLNESS PSYCHO-EDUCATIONAL WORKSHOPS AND REFERRALS ARE PROVIDED TO ALL RESIDENTS IN THREE WESTCHESTER COUNTY FAMILY SHELTERS. 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. IN TOTAL, 3,079 CHILDREN AND 999 ADULTS WERE SERVED. 4379506 0 3037948 COMMUNITY DIVISION - THE COMMUNITY DIVISION PROVIDES A RANGE OF HEALTH-PROMOTING, SCHOOL READINESS, PARENT EDUCATION, AND FAMILY SUPPORT PROGRAMS THROUGHOUT 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 SUPPORTS, AND EARLY CHILDCARE. THE MAJORITY OF THE SERVICES WERE PROVIDED VIRTUALLY DURING THE YEAR, DUE TO THE COVID-19 PANDEMIC. - 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 96 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 60 FAMILIES AND 106 CHILDREN. - 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 438 CHILDREN. - ANDRUS EARLY LEARNING CENTER (AELC) IS A CHILDCARE CENTER WITH AN OPERATING CAPACITY TO SERVE UP TO 129 CHILDREN A DAY, PROVIDING A SAFE AND STIMULATING LEARNING ENVIRONMENT FOR PRE-SCHOOL CHILDREN. THE PROGRAM OFFERS A DIVERSE LEARNING ATMOSPHERE THAT INCLUDES INTEGRATED CLASSROOMS, AND COLLABORATES WITH THE CHILDREN'S SCHOOL - ARC OF WESTCHESTER. AELC SERVED 45 CHILDREN. THE PROGRAM CLOSED EFFECTIVE JANUARY 1, 2021. - CHILDREN AND FAMILY TREATMENT SUPPORT SERVICES (CFTSS), ALSO KNOWN AS THE HEART PROGRAM, 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 35 CHILDREN 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. IN TOTAL, 720 CHILDREN WERE SERVED. 1381647 0 1025302 THE SANCTUARY INSTITUTE 1381647 0 1025302 38261722 true true false false false false false false false true true true false false false true true false false false false false false false true false false false true true false false false false false true false false true false false false false false false false false true 76 0 true 629 true false false false false false true true false false false false false false X 20 19 true false false false true true true true true false false true true true true true true true false false NY X CHARLES BEROLO 9149653700 1156 NORTH BROADWAY YONKERS NY 10701 X Raul E DelPilar see sch o NTERIM PRES. & CEO/VP, HR 35.0 0.0 X 260588 0 33235 Jason Honecker Vice President & COO 35.0 0.0 X 228687 0 55466 Charles Berolo Vice President & CFO 35.0 0.0 X 230960 0 43996 BRYAN R MURPHY FORMER PRESIDENT & CEO 0.0 0.0 X 194047 0 41313 CORINE LURRY-MABIN VP, Comm. Based Programs 35.0 0.0 X 170426 0 42188 Paula Tabares Psychiatrist 25.0 0.0 X 160818 0 33376 Gail Keith Senior Director & Controller 35.0 0.0 X 162296 0 17709 Karl Kessler Psychiatrist 21.0 0.0 X 165686 0 5556 Vivian Ko-Rocchio Principal, Orchard School 35.0 0.0 X 152833 0 17485 SUSAN GUMA board chair 3.0 0.0 X X 0 0 0 Patricia E Daye Vice Chair 1.0 0.0 X X 0 0 0 Steven J Friedman Treasurer 2.0 0.0 X X 0 0 0 Nancy C Spensley Secretary 2.0 0.0 X X 0 0 0 James Black board member 1.0 0.0 X 0 0 0 Thomas J Condon BOARD MEMBER, THRU 01/21 1.0 0.0 X 0 0 0 David G Earley Board Member 2.0 0.0 X 0 0 0 Senator Rene Garcia Board Member 1.0 0.0 X 0 0 0 Melinda George Board Member 1.0 0.0 X 0 0 0 Lawrence SC GriffithMD Board Member 2.0 0.0 X 0 0 0 F Christopher Gilbert Board Member 1.0 0.0 X 0 0 0 Mary L Meador MD Board Member 2.0 0.0 X 0 0 0 William H MulliganJrEsq Board Member 1.0 0.0 X 0 0 0 Paul Scharf Board Member 2.0 0.0 X 0 0 0 Michael Spensley Board Member 2.0 0.0 X 0 0 0 David H Sullivan Board Member 1.0 0.0 X 0 0 0 Richard S Thorpe MD Board Member 2.0 0.0 X 0 0 0 Katy M Tucci BOARD MEMBER, THRU 04/21 1.0 0.0 X 0 0 0 NORMAN COKER BOARD MEMBER, EFF. 06/21 1.0 0.0 X 0 0 0 SHARI T WILSON BOARD MEMBER, EFF. 03/21 1.0 0.0 X 0 0 0 Thomas Kelly BOARD MEMBER, eff. 06/20 1.0 0.0 X 0 0 0 Jennifer Pakradooni BOARD MEMBER, EFF. 06/20 1.0 0.0 X 0 0 0 Health Bloch President & CEO, eff. 05/21 35.0 0.0 X 0 0 0 1726341 0 290324 23 true true false COMPUFIT LLC 2 Lyon Place WHITE PLAINS NY 10601 IT Services 905909 Blacksone Heating 8 Lawn Avenue NEW ROCHELLE NY 10801 Food Services 383781 Thurston Foods 30 Thurston Drive WALLINGTON CT 06492 Food Services 222810 BDO USA LLP 622 Third Avenue NEW YORK NY 10017 Accounting 154196 CDW Government 75 Remittance Drive CHICAGO IL 60675 Computer Equipment 135240 7 81435 2304450 117296 2385885 MEDICAID/MEDICARE PAYMENTS 624200 22504445 22504445 TUITION INCOME 611710 8521721 8521721 MAINTENANCE INCOME 900099 3224680 3224680 GOVERNMENT GRANTS AND CONTRACTS 900099 2072277 2072277 TRAINING SERVICES 624200 1132829 1132829 1315628 1315628 38771580 702698 702698 0 0 83818 83818 0 83818 83818 7999192 7099022 900170 900170 900170 29389 81435 29389 0 0 0 0 0 0 0 42844151 38771580 1686686 0 5480 5480 0 0 893288 0 871305 21983 0 24823599 22886273 1672883 264443 936226 856888 68620 10718 4151331 3813112 290721 47498 3363844 3007724 318557 37563 0 74597 66032 8565 162000 10000 152000 0 0 175899 175899 1263914 444825 750018 69071 0 1070258 643312 420238 6708 613906 550383 59309 4214 0 1627142 1586497 40645 41181 41181 0 8046 8046 170176 141992 28184 0 1294113 1235906 58207 700763 579678 121085 CHILDREN'S EXPENSES 1758153 1752986 5167 STAFF ACTIVITIES (SEE SCH O) 608040 401670 192094 14276 DUES AND MEMBERSHIPS 141913 72959 66488 2466 BAD DEBT EXPENSE 96704 91704 0 5000 95378 65074 4254 26050 44075951 38261722 5304239 509990 3737551 2221151 10074551 11197467 3128525 1642899 4955747 5206448 0 0 0 0 0 0 0 0 419554 449851 42877974 32641195 10910544 10236779 31990837 41381498 5429619 5530542 0 0 0 0 106085 96749 70753013 77963384 4845741 7233757 0 0 212767 359991 0 0 0 0 0 0 4690658 4136600 5930600 5930600 0 0 15679766 17660948 X 50939079 57618901 4134168 2683535 55073247 60302436 70753013 77963384 X -1231800 8273490 -1812501 X false true X true false X 2486063 1977878 1911983 5201311 2385885 13963120 33085868 32145106 35974362 39245485 38771580 179222401 0 0 0 35571931 34122984 37886345 44446796 41157465 193185521 1577060 1362311 1459160 79184 1518493 5996208 0 1577060 1362311 1459160 79184 1518493 5996208 187189313 1142584 1499937 817321 770435 786516 5016793 0 1142584 1499937 817321 770435 786516 5016793 0 0 0 0 0 0 27829 12905 0 0 0 40734 36742344 35635826 38703666 45217231 41943981 198243048 0.94424 0.93164 0.02531 0.03136 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40286606 104764 9690071 2001188 48080253 40590281 116292 1431528 1851495 40286606 40197067 117085 2230750 1954621 40590281 40529863 2863192 2965833 230155 40197067 37784154 4947730 2054904 147117 40529863 0.99930 0.00070 false false 99648 99648 31026138 22518990 8507148 1055702 1055488 214 7596240 6748800 847440 3100246 2317917 782329 10236779 INVESTMENT IN LIMITED P'SHIPS 5530542 F 5530542 0 0 X 49129241 8273490 -1812501 6460989 42668252 175899 175899 42844151 43900052 43900052 175899 175899 44075951 PART V, LINE 4: THE PERMANENTLY RESTRICTED ENDOWMENT OF $31,959 is intended TO PROVIDE A CONTRIBUTION IN THE AMOUNT OF YEARLY INTEREST TO THE ORGANIZATION'S COMMUNITY DIVISION IN PERPETUITY IN THE DONOR'S NAME. THE BOARD-DESIGNATED ENDOWMENT OF $48,048,294 is invested IN VEHICLES SUCH AS MONEY MARKET FUNDS, MUTUAL FUNDS, GOVERNMENT AND EQUITY SECURITIES. THESE FUNDS PROVIDE A STREAM OF RETURNS THAT WOULD BE UTILIZED TO FUND VARIOUS PROGRAMS. PART X, LINE 2: UNDER U.S. GAAP, AN ORGANIZATION MUST RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. ANDRUS DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE THE FINANCIAL STATEMENT EFFECTS FOR UNRECOGNIZED TAX POSITIONS. ANDRUS HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, ANDRUS HAS FILED IRS FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. FOR THE YEAR ENDED JUNE 30, 2021, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES. ANDRUS IS SUBJECT TO ROUTINE AUDITS BY A TAXING AUTHORITY. AS OF JUNE 30, 2021, ANDRUS WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. PART XI, LINE 2D: Appropriation of non-operating contributions...........$1,812,501. GOLF FOR KIDS 110824 81435 29389 29389 0 110824 81435 29389 29389 29389 true Teacher Certification 1 5480 PART I, LINE 2: A BURSAR'S RECEIPT IS REQUIRED PROOF THAT THE CLASSES WERE TAKEN. X true true X X X X false false false false false false false false false Charles Berolo Vice President & CFO 230960 0 0 0 0 0 7096 0 36900 0 274956 0 0 0 Jason Honecker Vice President & COO 228687 0 0 0 0 0 6845 0 48621 0 284153 0 0 0 Raul E DelPilar see sch o NTERIM PRES. & CEO/VP, HR 260588 0 0 0 0 0 7893 0 25342 0 293823 0 0 0 Vivian Ko-Rocchio Principal, Orchard School 152833 0 0 0 0 0 4656 0 12829 0 170318 0 0 0 CORINE LURRY-MABIN VP, Comm. Based Programs 170426 0 0 0 0 0 5380 0 36808 0 212614 0 0 0 Paula Tabares Psychiatrist 160818 0 0 0 0 0 5057 0 28319 0 194194 0 0 0 Karl Kessler Psychiatrist 165686 0 0 0 0 0 4971 0 585 0 171242 0 0 0 Gail Keith Senior Director & Controller 162296 0 0 0 0 0 4865 0 12844 0 180005 0 0 0 BRYAN R MURPHY FORMER PRESIDENT & CEO 194047 0 0 0 0 0 5429 0 35884 0 235360 0 0 0 PART I, LINE 1A: THE PRESIDENT AND CEO POSITION RECEIVES USE OF AN AGENCY-OWNED RESIDENCE FOR PERSONAL AND BUSINESS USE. THIS RESIDENCE 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 BE AVAILABLE FOR EMERGENCY CAMPUS MANAGEMENT AT ALL TIMES. THE CHIEF OPERATING 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 COO'S EMPLOYMENT. IT ALLOWS HIM/HER 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 HIS POSITION DEEMS IT NECESSARY FOR AN EXECUTIVE ADMINISTRATOR'S PRESENCE ONSITE 24/7 WHEN WARRANTED AND IN SUPPORT OF THE PRESIDENT AND CEO. Blackstone Heating Air 100% owned by JAMES BLACK, BOARD MEMBER 383781 Contractor false X 3 103968 MARKET QUOTATION X raffle donations, holiday gifts, office supplies 38 13328 FMV false false false PART I, COLUMN (B): THE NUMERICAL DATA IN COLUMN (B) REPRESENTS A COMBINATION OF THE NUMBER OF CONTRIBUTORS AND THE NUMBER OF ITEMS RECEIVED. FORM 990, PART I, LINE 1: INNOVATIVE PROGRAM MODELS THAT PROMOTE THE STANDARD OF EXCELLENCE FOR PROFESSIONAL PERFORMANCE IN AND BEYOND OUR SERVICE COMMUNITY. FORM 990, PART III, LINE 3: THE ANDRUS EARLY LEARNING CENTER (AELC) PROGRAM WAS CLOSED EFFECTIVE JANUARY 1, 2021. FORM 990, PART III, LINE 4D: THE SANCTUARY INSTITUTE - THE SANCTUARY INSTITUTE (SI), PART OF THE ANDRUS CENTER FOR LEARNING & INNOVATION (ACLI), OFFERS TRAINING AND CONSULTATION SERVICES TO OTHER ORGANIZATIONS SEEKING TO IMPLEMENT THE SANCTUARY MODEL. THIS MODEL IS A TRAUMA-INFORMED SYSTEM OF CARE DIRECTED AT HELPING CLIENTS, STAFF AND ORGANIZATIONS MANAGE THE IMPACT OF STRESS. IN TOTAL 85,000 ADULTS WERE SERVED WORLDWIDE. TOTAL EXPENSES: $1,381,647. TOTAL REVENUE: $1,025,302. FORM 990, PART VI, SECTION A, LINE 2: OUR ORGANIZATION WAS FOUNDED BY A PRIVATE PHILANTHROPIST, JOHN EMORY ANDRUS, IN 1928. IT IS GOVERNED BY A BOARD OF DIRECTORS WHO SERVE WITHOUT COMPENSATION. IT HAS BEEN A TRADITION OF THE ORGANIZATION TO INVITE MEMBERS OF THE EXTENDED ANDRUS FAMILY TO SERVE AS DIRECTORS, ALONGSIDE OF OTHER NON-RELATED DIRECTORS WHO FORM THE MAJORITY, AND REPRESENT OUR LOCAL COMMUNITY. IN THEIR CAPACITY AS DIRECTORS, AS IS THE CASE FOR ALL OF OUR DIRECTORS, MEMBERS OF THE ANDRUS FAMILY SERVE AS VOLUNTEERS AND ARE NOT COMPENSATED. DIRECTORS' TERMS ARE FOR THREE YEARS AND ARE RENEWABLE INDEFINITELY. THE CURRENT DIRECTORS WHO ARE RELATED TO THE FOUNDER ARE: - LAWRENCE S. C. GRIFFITH - DAVID EARLEY - MELINDA GEORGE - JENNIFER PAKRADOONI - RICHARD THORPE - NANCY SPENSLEY - Michael SPENSLEY - MARY MEADOR - F. CHRISTOPHER GILBERT - THOMAS KELLY - SHARI T. WILSON THERE ARE NO BUSINESS RELATIONSHIPS, AS DEFINED ABOVE, AMONG OUR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES OR HIGHLY COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION A, LINES 6, 7A AND 8: JULIA DYCKMAN ANDRUS MEMORIAL, INC. IS A "MEMBERSHIP CORPORATIONTHE MEMBERS ARE DESCENDANTS, OR SPOUSES OF DESCENDANTS, OF THE FOUNDER JOHN ANDRUS. THE MEMBERS OF THE CORPORATION MUST ALSO HAVE COMPLETED AT LEAST ONE TERM AS A DIRECTOR OF THE SURDNA FOUNDATION, WHICH IS THE ANDRUS FAMILY FOUNDATION. IN THAT CAPACITY THEY MEET THE CRITERIA OF "VOLUNTEERSINDEPENDENT STATUS. THERE ARE ONLY TWO CATEGORIES OF DECISIONS THAT ARE APPROVED BY THE MEMBERS: 1. APPOINTMENTS OF DIRECTORS TO THE BOARD OF THE JULIA DYCKMAN ANDRUS MEMORIAL; AND, 2. ANY RECOMMENDATIONS RELATED TO THE REVISION OF THE ARTICLES OF INCORPORATION, THE BY-LAWS OF THE CORPORATION OR THE DISSOLUTION OF THE MEMORIAL. IN ALL OTHER CATEGORIES OF DECISION-MAKING, THE BOARD OF THE JULIA DYCKMAN ANDRUS MEMORIAL, INC. RETAINS AUTONOMY. FORM 990, PART VI, SECTION B, LINE 11B: THE CHIEF FINANCIAL OFFICER AND THE DIRECTOR OF FINANCIAL OPERATIONS WILL REVIEW THE DRAFT FORM 990. ONCE THE INTERNAL REVIEW IS COMPLETED, THE CHIEF FINANCIAL OFFICER WILL SEND A COPY OF FORM 990 TO THE EXECUTIVE COMMITTEE OF JULIA DYCKMAN. THEY WILL BE GIVEN THE OPPORTUNITY TO REVIEW AND ASK WHATEVER QUESTIONS THEY MAY HAVE. AFTER ALL THE QUESTIONS AND ISSUES ARE DISCUSSED AND RESOLVED, THEN WE WILL GIVE THE AUTHORIZATION FOR OUR AUDITORS TO FILE. FORM 990, PART VI, SECTION B, LINE 12C: UPON APPOINTMENT OR HIRE, AND FEBRUARY OF EACH YEAR, THE ORGANIZATION'S ONLINE LEARNING MANAGEMENT SYSTEM NOTIFIES EACH OFFICER, DIRECTOR, KEY EMPLOYEE AND OTHER SELECTED STAFF TO COMPLETE THE CONFLICT-OF-INTEREST TRAINING WHICH REQUIRES THEM TO REVIEW THE CONFLICT-OF-INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS IF ANY. POTENTIAL CONFLICTS INVOLVING CORPORATE OFFICERS, KEY EMPLOYEES AND SELECTED STAFF ARE REVIEWED BY THE PRESIDENT/CEO. POTENTIAL CONFLICTS INVOLVING BOARD MEMBERS ARE REVIEWED BY THE CHAIRMAN OF THE BOARD. POTENTIAL CONFLICTS INVOLVING THE BOARD CHAIRMAN ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD WITHOUT THE BOARD CHAIRMAN. FORM 990, PART VI, SECTION B, LINE 15A: IN CALENDAR YEAR 2020 THERE WAS A REVIEW OF THE PRESIDENT AND CEO'S COMPENSATION. BASED ON THIS REVIEW, THERE WAS A 2% INCREASE IN WAGES FOR THIS POSITION. AT THAT TIME, THE FOLLOWING WAS INCLUDED IN THE DETERMINATION, EVALUATION AND REVIEW PROCESS: - THE BDO USA 600 - 2020 CEO/CFO COMPENSATION PRACTICES REPORT - THE ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES' US HUMAN SERVICES WORKFORCE TRENDS AND COMPENSATION STUDY (2019 AND 2020) - GUIDESTAR'S 2020 NONPROFIT COMPENSATION REPORT ALL CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION AND DECISIONS MADE IS RECORDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT AND CEO PRIMARILY SETS THE SALARY FOR KEY EMPLOYEES. THE BASIS FOR THESE SALARIES COMES FROM A VARIETY OF INDEPENDENT STUDIES AND SURVEYS ON PROFESSIONAL AND KEY EMPLOYEE COMPENSATION INCLUDING THE FOLLOWING: - 2020 COFCCA WORKFORCE COMPENSATION REPORT - THE BDO 600 - 2020 CEO/CFO COMPENSATION PRACTICES REPORT (SPECIFICALLY FOR THE CFO ROLE) - 2019 NATIONAL COUNCIL OF NONPROFITS EXECUTIVE COMPENSATION REPORT - 2019 AND 2019 US HUMAN SERVICES WORKFORCE TRENDS AND COMPENSATION STUDY - ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES - 2020 GUIDESTAR'S NONPROFIT COMPENSATION REPORT FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: COMPENSATION REPORTED ON PART VII FOR RAUL E. DELPILAR IS FOR HIS POSITION AS VP OF HUMAN RESOURCES THRU JUNE 11, 2020 AND INTERIM PRESIDENT AND CEO EFFECTIVE JUNE 12, 2020. FORM 990, PART IX, Line 24b: Staff Activities Expenses of $608,040 include following: -Staff training $166,567 -Staff Recruitment $162,089 -Staff Recognition $ 79,182 -Travel $ 63,848 -Parking $ 30,827 -Uniforms $ 24,879 -Meetings $ 24,823 -Acknowledgement $ 18,410 -Continue Education $ 13,285 -Food $ 13,005 -Teacher Certification $ 5,480 -Other $ 5,645 Total: $608,040 FORM 990, PART XI, LINE 9: APPROPRIATION OF NON-OPERATING CONTRIBUTIONS......$(1,812,501).