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NEW YORK ACADEMY OF MEDICINE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NEW YORK ACADEMY OF MEDICINE (EIN 13-1656674)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-06
IRS object ID
202013119349301501
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-06T10:51:18-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131656674EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NEW YORK ACADEMY OF MEDICINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWYBusinessNameControlTxt
Phone2128227222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11216 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100295205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN O'DONNELLPersonNm
Person TitleSVP FINANCE & ADMINPersonTitleTxt
Phone2128227222PhoneNum
Signature2020-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINSPreparerPersonNm
PTINP00543209PTIN
Phone2122862600PhoneNum
Preparation2020-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.35.147.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-06IPDt
IP Tm00:05:14IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC5C0E2060BEB3F24671B5CC0358F632D6B4109ADAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJUDITH A SALERNO MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11216 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100295205ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,438,067GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NYAM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1851FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.THE NEW YORK ACADEMY OF MEDICINE (NYAM) TACKLES THE BARRIERS THAT PREVENT EVERY INDIVIDUAL FROM LIVING A HEALTHY LIFE. NYAM GENERATES THE KNOWLEDGE NEEDED TO CHANGE THE SYSTEMS THAT PREVENT PEOPLE FROM ACCESSING WHAT THEY NEED TO BE HEALTHY SUCH AS SAFE AND AFFORDABLE HOUSING, HEALTHY FOOD, HEALTHCARE AND MORE. THROUGH ITS HIGH-PROFILE PROGRAMMING FOR THE GENERAL PUBLIC, FOCUSED SYMPOSIA FOR HEALTH PROFESSIONALS, AND ITS BASE OF DEDICATED FELLOWS AND MEMBERS, NYAM ENGAGES THE MINDS AND HEARTS OF THOSE WHO ALSO VALUE ADVANCING HEALTH EQUITY TO MAXIMIZE HEALTH FOR ALL.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee94TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$259,536TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,469,376PYContributionsGrantsAmt
CY Contributions Grants$6,057,773CYContributionsGrantsAmt
PY Program Service Revenue$2,231,103PYProgramServiceRevenueAmt
CY Program Service Revenue$2,079,207CYProgramServiceRevenueAmt
PY Investment Income$2,928,774PYInvestmentIncomeAmt
CY Investment Income$2,876,223CYInvestmentIncomeAmt
PY Other Revenue$875,892PYOtherRevenueAmt
CY Other Revenue$845,605CYOtherRevenueAmt
PY Total Revenue$13,505,145PYTotalRevenueAmt
CY Total Revenue$11,858,808CYTotalRevenueAmt
PY Grants And Similar Paid$1,060,281PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,656,624CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,215,103PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,616,820CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$51,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$52,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,419,767CYTotalFundraisingExpenseAmt
PY Other Expenses$4,775,243PYOtherExpensesAmt
CY Other Expenses$5,076,257CYOtherExpensesAmt
PY Total Expenses$15,102,127PYTotalExpensesAmt
CY Total Expenses$16,401,701CYTotalExpensesAmt
PY Revenues Less Expenses-$1,596,982PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,542,893CYRevenuesLessExpensesAmt
Total Assets BOY$74,061,260TotalAssetsBOYAmt
Total Assets EOY$78,851,818TotalAssetsEOYAmt
Total Liabilities BOY$1,236,138TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,325,360TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,825,122NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$76,526,458NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.THE NEW YORK ACADEMY OF MEDICINE (NYAM) TACKLES THE BARRIERS THAT PREVENT EVERY INDIVIDUAL FROM LIVING A HEALTHY LIFE. NYAM GENERATES THE KNOWLEDGE NEEDED TO CHANGE THE SYSTEMS THAT PREVENT PEOPLE FROM ACCESSING WHAT THEY NEED TO BE HEALTHY SUCH AS SAFE AND AFFORDABLE HOUSING, HEALTHY FOOD, HEALTHCARE AND MORE. THROUGH ITS HIGH-PROFILE PROGRAMMING FOR THE GENERAL PUBLIC, FOCUSED SYMPOSIA FOR HEALTH PROFESSIONALS, AND ITS BASE OF DEDICATED FELLOWS AND MEMBERS, NYAM ENGAGES THE MINDS AND HEARTS OF THOSE WHO ALSO VALUE ADVANCING HEALTH EQUITY TO MAXIMIZE HEALTH FOR ALL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,924,982ExpenseAmt
Grant$580,012GrantAmt
DescCENTER FOR HEALTH INNOVATION - SEE SCHEDULE O.THE CENTER FOR HEALTH INNOVATION (CHI) BEGAN OPERATING IN SEPTEMBER 2013 AND ITS GOALS ARE TO PROVIDE TECHNICAL EXPERTISE AND RESOURCES TO DEVELOP, TEST AND EVALUATE INNOVATIONS IN HEALTH CARE DELIVERY SYSTEMS THAT RECOGNIZE THE MULTIPLE BEHAVIORAL, SOCIAL AND ECONOMIC DETERMINANTS OF HEALTH. THE CHI SEEKS TO BECOME A LEADER IN HEALTH REFORM IMPLEMENTATION AND A STRATEGIC PARTNER TO ORGANIZATIONS INTERESTED IN DESIGNING AND DEVELOPING INNOVATIVE SOLUTIONS TO IMPROVE POPULATION HEALTH THAT WORK AT THE INTERSECTION BETWEEN HEALTH CARE AND OTHER KEY DETERMINANTS OF HEALTH. EXTERNAL FUNDING FOR THE CENTER DURING 2019 CAME PRIMARILY FROM A GRANT FROM THE EUROPEAN COMMISSION (PARTICIPATORY URBAN LIVING FOR SUSTAINABLE ENVIRONMENTS (PULSE) PROJECT), AND A MULTIYEAR R01 RESEARCH GRANT FROM THE NATIONAL INSTITUTES OF HEALTH (ASSESSMENT OF POLICIES THROUGH PREDICTION OF LONG-TERM EFFECTS ON CARDIOVASCULAR DISEASE USING SIMULATION (APPLE CDS). WE ALSO GOT ADDITIONAL FUNDING FROM THE NIH THROUGH THE RESEARCH DIVERSITY SUPPLEMENT (FUNDING ASSOCIATED WITH APPLE CDC GRANT). CHI HAS LED THE TESTING AND VALIDATION ACTIVITIES FOR MULTIPLE ITERATIONS OF THE NEW YORK CITY (NYC) TEST BED IN THE PROJECT. THE CHI TEAM GATHERED AND ASSESS DATA TO EVALUATE THE PULSE SYSTEM AND ITS FUNCTIONALITY WITH NYC COMMUNITY MEMBERS. THEY ALSO IDENTIFIED AND IMPLEMENTED NECESSARY IMPROVEMENTS TO THE PULSE SYSTEM TO MEET PROJECT NEEDS AND EXPECTATIONS. THE CHI ALSO IDENTIFIED WELLBEING INDICATORS FOR THE PULSE PROJECT AND PROVIDED FEEDBACK AND GUIDANCE ON THE DEVELOPMENT OF A WELL-BEING DASHBOARD FOR PULSE. CHI RESEARCHERS ALSO ASSISTED IN IDENTIFYING CONTENT AND MATERIALS USED FOR THE PUBLIC HEALTH OBSERVATORY INITIATIVE IN PULSE, AS WELL AS CONDUCTED A FOCUS GROUP IN NYC TO INFORM THE DEVELOPMENT OF THE PUBLIC HEALTH OBSERVATORY. CHI RESEARCHERS CONDUCTED INTERVIEWS WITH PROFESSIONALS ACROSS SECTORS TO VALIDATE THE PULSE SYSTEM AND ASSESS ITS UTILITY FROM THEIR PERSPECTIVES.THE CHI ALSO CONTINUED WORK ON THE APPLE CDS PROJECT. THIS MULTIYEAR PROJECT ADDRESSES DIETARY BEHAVIORS AS MAJOR MODIFIABLE RISK FACTORS TO COMBAT CARDIOVASCULAR DISEASE (CVD). THE PROJECT IS COMPARING THE EFFECTS OF FOOD POLICIES AND PROGRAMS ON CVD-RELATED OUTCOMES AND HEALTH CARE COSTS FOR ADULTS IN THE UNITED STATES. THE PROJECT ALSO FUNDS THE DEVELOPMENT OF AN AGENT-BASED MODEL TO ASSESS AND COMPARE THE IMPACT OF ALTERNATIVE FOOD POLICIES AND PROGRAMS ON DIETARY BEHAVIORS, BLOOD PRESSURE, OBESITY, AND DIABETES ACROSS DIFFERENT NEIGHBORHOODS IN NEW YORK CITY. THE NIH SUPPLEMENT GRANT IS IN ITS EARLY STAGES BUT SEEKS TO UTILIZE SOCIAL NETWORK ANALYSIS IN ORDER TO EXAMINE PARTNERSHIPS AMONG ORGANIZATIONS IN NYC THAT OFFER NUTRITION-RELATED PROGRAMS SUCH AS NUTRITION EDUCATION, HEALTHY FOOD ACCESS, FOOD ASSISTANCE, AND OTHER HEALTHY EATING INITIATIVES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,655,627ExpenseAmt
Grant$88,779GrantAmt
DescCOMMUNITY PARTNERSHIPS AND POLICY SOLUTIONS - SEE SCHEDULE O.ACHIEVING HEALTH EQUITY IS A VISION THAT WE CANNOT ATTAIN ON OUR OWN. SO THROUGH OUR COMMUNITY PARTNERSHIPS AND POLICY SOLUTIONS TEAM, WE PARTNER WITH COMMUNITY RESIDENTS AND LEADERS, DECISION MAKERS AND POLICYMAKERS, TO TRANSFORM SYSTEMS SO THAT THE PLACES WHERE WE LIVE, WORK, PLAY AND LEARN ARE ENVIRONMENTS THAT PROMOTE A HEALTHY LIFE FOR ALL. THROUGH THESE PARTNERSHIPS AND OUR AWARD-WINNING PLACE-BASED PROGRAMS, WE IDENTIFY INNOVATIVE POLICY SOLUTIONS INFORMED BY COMMUNITY MEMBERS AND TECHNICAL EXPERTS TO SHAPE COMMUNITY, GOVERNMENT AND INDUSTRY INITIATIVES. WE'RE LEADING THE WAY TOWARD A MORE EQUITABLE AND JUST SOCIETY BY WORKING FROM BOTH THE GROUND UP AND THE TOP DOWN. BECAUSE MEETING IN THE MIDDLE IS WHERE PEOPLE CAN THRIVE. SOME OF OUR AREAS OF EXPERTISE INCLUDE: POLICY ANALYSIS, STRATEGIC PLANNING, COMMUNITY CONSULTATIONS, PUBLIC & PRIVATE PARTNERSHIPS, TECHNICAL ASSISTANCE & TRAINING, AND LEARNING AND ACTION COLLABORATIVES. SEVERAL KEY ACCOMPLISHMENTS IN 2019 INCLUDE ADVANCING THE TEAM GOALS THROUGH SEVERAL PROJECTS.THROUGH THE EAST HARLEM ACTION COLLABORATIVE, NYAM BRINGS TOGETHER THE TRUSTED VOICES OF RESIDENT CAREGIVERS, ALONG WITH DIRECT SERVICE PROVIDERS, TECHNICAL ADVISORS, AND ELECTED AND PUBLIC OFFICIALS TO IDENTIFY SOLUTIONS AND PUT FORTH RECOMMENDATIONS FOR A BETTER TOMORROW FOR CHILDREN. CENTRAL TO THIS WORK IS LEARNING ABOUT THE ASSETS THAT FAMILIES LEVERAGE TO RAISE HEALTHY CHILDREN DESPITE SYSTEMIC BARRIERS. THE COLLABORATIVE MEMBERS DEFINE ISSUES TO ADDRESS IN THE COMMUNITY; IDENTIFY COMMUNITY ASSETS; REVIEW DATA; COLLECTIVELY SET GOALS; AND PROPOSE SOLUTIONS TO KEY DECISION MAKERS. NYAM BEGAN DEVELOPING A CENSUS 2020 TOOLKIT, INTENDED FOR PROFESSIONALS WHO REGULARLY INTERACT WITH OLDER NEW YORKERS AND WHO PLAY A POWERFUL ROLE IN ENSURING THAT OLDER ADULTS ARE COUNTED IN THE UPCOMING CENSUS. THE TOOLKIT AIMS TO ASSIST PROFESSIONALS TO EDUCATE OLDER ADULTS OF ITS IMPORTANCE AND DISPELLING ANY FEARS ABOUT PARTICIPATING. BY DOING SO, THESE OLDER ADULTS CAN BECOME POWERFUL ADVOCATES FOR THE CENSUS IN THEIR COMMUNITIES AS WELL. AN ACCURATE COUNT OF THE OLDER POPULATION WILL HELP TO ENSURE FAIR REPRESENTATION AND FUNDING FOR ALL NEW YORKERS. NYAM IS LEADING A 12-MONTH LEARNING COLLABORATIVE TO SUPPORT RECIPIENTS OF THE NYS OFFICE FOR THE AGING PLANNING GRANT AND THE HEALTH FOUNDATION FOR WESTERN AND CENTRAL NY'S HEALTH AND AGE ACROSS ALL POLICIES CENTERS FOR EXCELLENCE GRANT. HEALTH ACROSS ALL POLICIES/AGE-FRIENDLY NY IS A COLLABORATIVE APPROACH TO IMPROVING THE HEALTH AND QUALITY OF LIFE FOR ALL NEW YORKERS BY INCORPORATING HEALTH-PROMOTING AND AGE-FRIENDLY CONSIDERATIONS INTO THE ACTIVITIES OF STATE AND LOCAL GOVERNMENT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,357,428ExpenseAmt
Grant$73,985GrantAmt
Revenue$0RevenueAmt
DescRESEARCH, EVALUATION AND POLICY - SEE SCHEDULE O.THE CENTER FOR EVALUATION AND APPLIED RESEARCH (CEAR) WORKS TO INVESTIGATE, PLAN, AND EVALUATE INITIATIVES THAT SEEK TO IMPROVE WELL-BEING, WITH A SPECIAL FOCUS ON PROGRAMS SUPPORTING INDIVIDUALS IN LOW-INCOME COMMUNITIES. CEAR CONDUCTS MIXED METHODS FORMATIVE, PROCESS, AND IMPACT EVALUATIONS AND PROVIDES EVALUATION TRAINING AND TECHNICAL ASSISTANCE, WORKING WITH PROGRAMS FOCUSED ON A WIDE RANGE OF TOPICS, INCLUDING ACCESS TO AND USE OF HEALTHCARE AND SUPPORTIVE SERVICES, ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH, ASSESSMENT OF COMMUNITY HEALTH NEEDS AND PRIORITIES, HEALTHCARE PRACTICE TRANSFORMATION, LANGUAGE AND CULTURAL COMPETENCY, AND THE EFFECTIVENESS OF HEALTH PROMOTION ACTIVITIES. RECENT AND CURRENT FUNDERS INCLUDE BUT ARE NOT LIMITED TO THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE (NYC DOHMH), NYS DEPARTMENT OF HEALTH (NYS DOH), AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ), NATIONAL INSTITUTES OF HEALTH, AND THE ROBERT WOOD JOHNSON FOUNDATION (RWJF). CEAR RESEARCHERS HAVE MANY YEARS OF EXPERIENCE IN QUANTITATIVE RESEARCH METHODS, INCLUDING DESIGN AND ANALYSIS OF SURVEYS, AS WELL AS MANAGEMENT AND ANALYSIS OF LARGE AND COMPLEX SECONDARY DATA. WE ALSO HAVE EXTENSIVE EXPERIENCE IN THE DESIGN AND IMPLEMENTATION OF QUALITATIVE RESEARCH, INCLUDING FOCUS GROUPS WITH DIVERSE POPULATIONS; INTERVIEWS; AND MORE PARTICIPATORY METHODS, INCLUDING PUBLIC DELIBERATION. EXAMPLES OF WORK CONDUCTED DURING 2019 INCLUDE BUT ARE NOT LIMITED TO:- EVALUATION OF THE NYS STATE HEALTH INNOVATION PLAN/STATE INNOVATION MODEL (SHIP/SIM)THE NYS SHIP/SIM, FUNDED BY CMS, FACILITATED AND SUPPORTED ADVANCED, PATIENT-CENTERED MODELS OF PRIMARY CARE. CEAR'S FOUR-YEAR EVALUATION WAS DESIGNED TO PROVIDE THE NYS DOH WITH TIMELY INFORMATION FOR QUALITY IMPROVEMENT, AS WELL AS A COMPREHENSIVE ASSESSMENT OF IMPLEMENTATION AND OUTCOMES. THE EVALUATION INCLUDED ANALYSES OF HEALTH INSURANCE CLAIMS AND HEALTHCARE PRACTICE TRANSFORMATION DATA, KEY STAKEHOLDER INTERVIEWS, AND PATIENT INTERVIEWS AND FOCUS GROUPS. INFORMATION ON THE PROGRESS OF THE EVALUATION AND PRELIMINARY FINDINGS WERE REGULARLY REPORTED TO THE NYS DOH AND PROGRAM STAKEHOLDERS. NYS DOH USED EVALUATION FINDINGS TO MAKE ADAPTATIONS TO PROGRAM ACTIVITIES AND TO DEMONSTRATE IMPACT. - NEW YORK CITY POPULATION HEALTH IMPROVEMENT PROGRAM (PHIP) THE NYC PHIP, ONE OF 11 SUCH BODIES FUNDED BY THE NYS DOH, WAS TASKED WITH ALIGNING HEALTH REFORM ACTIVITIES IN NYS TO SUPPORT HEALTH EQUITY AND PROMOTE THE "TRIPLE AIM.". AS PART OF THIS EFFORT, CEAR CONDUCTED 30 FOCUS GROUPS WITH RESIDENTS OF LOW-INCOME NYC NEIGHBORHOODS ON TOPICS INCLUDING: ADVANCED PRIMARY CARE, CHRONIC DISEASE PREVENTION, MENTAL HEALTH, HOUSING, AND SUPPORTIVE SERVICES RELATED TO THE SOCIAL DETERMINANTS OF HEALTH. WE ALSO DEVELOPED A NUMBER OF PUBLICLY AVAILABLE REPORTS SO THAT FINDINGS COULD BE READILY ACCESSIBLE TO COMMUNITY GROUPS AND PRODUCED A GUIDE TO HOUSING RESOURCES IN NYC, WHICH AIMS TO SUPPORT HEALTHCARE PROVIDERS IN UNDERSTANDING HOW THEY MIGHT HELP PATIENTS WITH HOUSING ISSUES.- DSRIP MEDICAID MARKET RESEARCH PROJECT NYS DOH CONTRACTED WITH CEAR TO CONDUCT A DSRIP PROGRAM/ MEDICAID MARKET RESEARCH STUDY, WITH THE GOAL OF INFORMING A PUBLIC CAMPAIGN TO EDUCATE AND ACTIVATE LOW-INCOME HEALTHCARE CONSUMERS ACROSS NYS. THE PROJECT INCLUDED FOUR FOCUS GROUPS WITH CBO AND HEALTHCARE LEADERS, 25 GROUPS WITH LOW-INCOME NYERS AND A SURVEY (N=926), SOLICITING OPINIONS REGARDING POTENTIAL EDUCATIONAL MESSAGING AND CAMPAIGNS. FINDINGS FOCUSED ON THE DIFFICULTIES NAVIGATING THE HEALTHCARE SYSTEM, THE CHALLENGES OF ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND THE LARGE DEMAND FOR MENTAL HEALTH SERVICES. RECOMMENDED MESSAGING EMPHASIZED THE IMPORTANCE OF ADVOCATING FOR ONESELF TO ENSURE APPROPRIATE CARE. - LIFESPAN OF GREATER ROCHESTER'S COMMUNITY CARE CONNECTIONS (CCC) PROGRAM: WITH FUNDING FROM THE RWJF'S SYSTEMS FOR ACTION PROGRAM, WE CONDUCTED AN EVALUATION OF THE CCC PROGRAM, WHICH EMPLOYS CARE MANAGERS, HEALTHCARE COORDINATORS, AND HEALTH EDUCATORS TO WORK WITH CLIENTS AND THEIR PROVIDERS TO INTEGRATE SOCIAL AND MEDICAL SERVICES FOR OLDER ADULTS. THE EVALUATION INVOLVED INTERVIEWS, AS WELL AS ANALYSES OF DATA FROM THE ROCHESTER RHIO. IN ADDITION TO PROCESS MEASURES (E.G., SERVICE UTILIZATION), WE EXAMINED CHANGES IN HEALTHCARE UTILIZATION USING A MATCHED CONTROL GROUP AND RETURN-ON-INVESTMENT ANALYSES. WE ALSO EXAMINED BARRIERS TO AND FACILITATORS OF PROGRAM IMPLEMENTATION, PROGRAM IMPACT, AND PROGRESS TOWARD THE INTEGRATION OF HEALTH AND SOCIAL SYSTEMS. RESULTS HAVE BEEN USED BY LIFESPAN TO APPLY FOR NEW FUNDING SOURCES TO SUSTAIN, EXPAND UPON, AND CONTINUE EVALUATING THE CCC PROGRAM.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,572,389ExpenseAmt
Grant$913,848GrantAmt
Revenue$1,876,270RevenueAmt
DescOTHER PROGRAM SERVICESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,572,389TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$913,848TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,876,270TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$11,510,426TotalProgramServiceExpensesAmt
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Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
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Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
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Foreign Financial Account0ForeignFinancialAccountInd
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Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
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Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
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Local Chapters0LocalChaptersInd
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Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
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Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
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Investment In Joint Venture0InvestmentInJointVentureInd
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Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN O'DONNELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128227222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11216 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100295205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeInd
JUDITH A SALERNO MD
PRESIDENT35.00Yes (X)Yes (X)$512,233$0$30,322
KATHLEEN D O'DONNELL
SVP-FINANCE & ADMINISTRATI35.00Yes (X)$349,117$0$55,207
KIMBERLY L BOGARD
SVP STRATEGY & PROGRAMS35.00Yes (X)$274,683$0$60,866
DAVID SISCOVICK
SENIOR RESEARCH SCIENTIST35.00$233,613$0$9,265Yes (X)
MIGUEL A PEREZ
SVP PUBLIC ENGAGEMENT35.00Yes (X)$187,797$0$41,287
YUN-HSIN CLAIRE WANG
VP RESEARCH, EVAL. & POLICY35.00$203,849$0$22,739Yes (X)
MELVILLE E BOUFFORD
PAST PRESIDENT/ CONSULTANT17.00$225,000$0$0Yes (X)
LINDA J WEISS DIR CENTER
FOR EVAL. & APPLIED RESEARCH35.00$183,501$0$35,794Yes (X)
NANCY CLAYMAN
DIRECTOR OF DEVELOPMENT35.00$177,272$0$33,977Yes (X)
STEPHEN W PAUL
DIRECTOR OF FINANCE35.00$164,550$0$43,525Yes (X)
PAUL H THEERMAN
DIRECTOR, LIBRARY35.00$168,080$0$8,409Yes (X)
GINA RAVOSA
DIRECTOR, MARKETING & COMM.35.00$146,955$0$29,517Yes (X)
JAMES FLYNN
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
CLAIRE POMEROY MD
VICE-CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
STEVEN FELSHER JD
TREASURER1.00Yes (X)Yes (X)$0$0$0
BOBBIE BERKOWITZ PHD
TRUSTEE1.00Yes (X)$0$0$0
CHARLES N BERTOLAMI DDS
TRUSTEE1.00Yes (X)$0$0$0
STEVEN J CORWIN MD
TRUSTEE1.00Yes (X)$0$0$0
JOHN DAMONTI MSW
TRUSTEE1.00Yes (X)$0$0$0
PHILIP FASANO MBA
TRUSTEE UNTIL MARCH 20191.00Yes (X)$0$0$0
ELSA-GRACE V GIARDINA MD
TRUSTEE1.00Yes (X)$0$0$0
MARC D GRODMAN MD
TRUSTEE1.00Yes (X)$0$0$0
JULIAN HARRIS MD
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM A HASELTINE PHD
TRUSTEE1.00Yes (X)$0$0$0
MIA JUNG MBA
TRUSTEE1.00Yes (X)$0$0$0
MARK N KAPLAN ESQ
TRUSTEE1.00Yes (X)$0$0$0
STANLEY A LEFKOWITZ PHD
TRUSTEE1.00Yes (X)$0$0$0
RAMANATHAN RAJU MD
TRUSTEE1.00Yes (X)$0$0$0
WAYNE J RILEY MD
TRUSTEE1.00Yes (X)$0$0$0
ELENA RIOS MD
TRUSTE1.00Yes (X)$0$0$0
STEVEN M SAFYER MD
TRUSTEE1.00Yes (X)$0$0$0
ALLEN M SPIEGEL MD
TRUSTEE1.00Yes (X)$0$0$0
PAUL P TANICO JD
TRUSTEE1.00Yes (X)$0$0$0
GEORGE E THIBAULT MD
TRUSTEE1.00Yes (X)$0$0$0
MARK L WAGAR
TRUSTEE1.00Yes (X)$0$0$0
OXIRIS BARBOT MD
EX-OFFICIO1.00Yes (X)$0$0$0
BARBARA GREEN
EX-OFFICIO1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,826,650TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$370,908TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K18IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NYU SCHOOL OF MEDICINE
PO BOX 415026BOSTONMA02241RESEARCH$250,124
FAIR HEALTH INC
530 FIFTH AVE - 18TH FLOORNEW YORKNY10036RESEARCH$240,000
LOCAL PROJECTS
123 WILLIAM ST STE 801NEW YORKNY10038CONSULTING$190,000
MINERVA PROTECTION AND RISK SOLUTIONS LL
244 FIFTH AVENUE - SUITE C264NEW YORKNY10001SECURITY$186,252
STERLING AFFAIR INC
100 COMMERCE ROADCARLSTADTNJ07072CATERING SERVICES$179,650
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Fundraising$942,164FundraisingAmt
Government Grants$1,354,051GovernmentGrantsAmt
All Other Contributions$3,761,558AllOtherContributionsAmt
Total Contributions$6,057,773TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
EDUCATION CONFERENCE CENTER FEES611430$1,859,783$1,656,846$202,937
MEMBERSHIP DUES & ASSESSMENTS900099$134,215$134,215
LIBRARY FEES541900$70,649$70,649
REGISTRATION FEES611430$10,560$10,560
OTHER PROGRAM SERVICE FEES900099$4,000$4,000
FieldValueIRS element (for citing)
Total Program Service Revenue$2,079,207TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,960,597TotalRevenueColumnAmt
Unrelated Business Revenue$599UnrelatedBusinessRevenueAmt
Exclusion$1,959,998ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,955TotalRevenueColumnAmt
Exclusion$179,955ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$393,110RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$393,110RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$393,110TotalRevenueColumnAmt
Exclusion$393,110ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,287,069SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,371,443SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$915,626SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$915,626TotalRevenueColumnAmt
Exclusion$915,626ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$103,325FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$942,164ContriRptFundraisingEventAmt
Fundraising Direct Expenses$207,816FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$104,491TotalRevenueColumnAmt
Exclusion-$104,491ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
COMMISSION INCOME541990$189,242$189,242
ADMINISTRATION FEES900099$115,486$115,486
SPONSORSHIP900099$56,000$56,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,303TotalRevenueColumnAmt
Exclusion$16,303ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$377,031OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,858,808TotalRevenueColumnAmt
Related Or Exempt Func Income$1,876,270RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$259,536UnrelatedBusinessRevenueAmt
Exclusion$3,665,229ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$664,060TotalAmt
Program Services$664,060ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$647,839TotalAmt
Program Services$647,839ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$344,725TotalAmt
Program Services$344,725ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,930,837TotalAmt
Program Services$477,830ProgramServicesAmt
Management And General$944,556ManagementAndGeneralAmt
Fundraising$508,451FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$225,000TotalAmt
Management And General$225,000ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,897,892TotalAmt
Program Services$4,507,646ProgramServicesAmt
Management And General$965,742ManagementAndGeneralAmt
Fundraising$424,504FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$270,145TotalAmt
Program Services$213,951ProgramServicesAmt
Management And General$35,269ManagementAndGeneralAmt
Fundraising$20,925FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$757,865TotalAmt
Program Services$598,940ProgramServicesAmt
Management And General$112,176ManagementAndGeneralAmt
Fundraising$46,749FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$535,081TotalAmt
Program Services$346,791ProgramServicesAmt
Management And General$126,325ManagementAndGeneralAmt
Fundraising$61,965FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$53,170TotalAmt
Program Services$20,316ProgramServicesAmt
Management And General$31,347ManagementAndGeneralAmt
Fundraising$1,507FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$74,500TotalAmt
Management And General$74,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$60,550TotalAmt
Program Services$60,250ProgramServicesAmt
Management And General$300ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$52,000TotalAmt
Fundraising$52,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$55,784TotalAmt
Management And General$55,784ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,608,046TotalAmt
Program Services$1,075,866ProgramServicesAmt
Management And General$378,283ManagementAndGeneralAmt
Fundraising$153,897FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,749TotalAmt
Program Services$3,874ProgramServicesAmt
Management And General$750ManagementAndGeneralAmt
Fundraising$1,125FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$294,258TotalAmt
Program Services$206,666ProgramServicesAmt
Management And General$60,644ManagementAndGeneralAmt
Fundraising$26,948FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$186,049TotalAmt
Program Services$98,426ProgramServicesAmt
Management And General$75,905ManagementAndGeneralAmt
Fundraising$11,718FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$347,700TotalAmt
Program Services$319,555ProgramServicesAmt
Management And General$20,724ManagementAndGeneralAmt
Fundraising$7,421FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$177,030TotalAmt
Program Services$170,722ProgramServicesAmt
Management And General$2,004ManagementAndGeneralAmt
Fundraising$4,304FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$333,700TotalAmt
Program Services$323,064ProgramServicesAmt
Management And General$4,345ManagementAndGeneralAmt
Fundraising$6,291FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$804,705TotalAmt
Program Services$738,472ProgramServicesAmt
Management And General$48,803ManagementAndGeneralAmt
Fundraising$17,430FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$156,351TotalAmt
Management And General$156,351ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS & MAINTENANCE$595,273$454,929$103,356$36,988
ADMINISTRATION FEES$130,486$130,270$93$123
SUBSCRIPTIONS$65,079$33,789$7,048$24,242
RECRUITMENT$40,334$6,991$26,366$6,977

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$87,493TotalAmt
Program Services$65,454ProgramServicesAmt
Management And General$15,837ManagementAndGeneralAmt
Fundraising$6,202FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,401,701TotalAmt
Program Services$11,510,426ProgramServicesAmt
Management And General$3,471,508ManagementAndGeneralAmt
Fundraising$1,419,767FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$2,369EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$513,393BOYAmt
EOY$307,816EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,615,275BOYAmt
EOY$1,213,434EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$189,457BOYAmt
EOY$120,335EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$123,543BOYAmt
EOY$111,834EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$17,785,330LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,943,448LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,380,651BOYAmt
EOY$7,841,882EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$61,005,459BOYAmt
EOY$68,198,151EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,060,610BOYAmt
EOY$883,540EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$172,872BOYAmt
EOY$172,457EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,061,260BOYAmt
EOY$78,851,818EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$879,839BOYAmt
EOY$1,731,685EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$153,650BOYAmt
EOY$284,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$202,649BOYAmt
EOY$309,675EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,236,138BOYAmt
EOY$2,325,360EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$39,068,901BOYAmt
EOY$43,977,197EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,756,221BOYAmt
EOY$32,549,261EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,825,122BOYAmt
EOY$76,526,458EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$74,061,260BOYAmt
EOY$78,851,818EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,542,893ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,244,644NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$415OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,102,782CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,661,547CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,864,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,469,376CurrentTaxYearMinus1YearAmt
Current Tax Year$6,057,773CurrentTaxYearAmt
Total$32,155,772TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,102,782CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,661,547CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,864,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,469,376CurrentTaxYearMinus1YearAmt
Current Tax Year$6,057,773CurrentTaxYearAmt
Total$32,155,772TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,059,628SubstantialContributorsTotAmt
Public Support Total170$27,096,144PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,371,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,467,647CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,822,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,922,382CurrentTaxYearMinus1YearAmt
Current Tax Year$2,533,063CurrentTaxYearAmt
Total$9,117,980TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,004CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$441,661CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$404,373CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$374,591CurrentTaxYearMinus1YearAmt
Current Tax Year$321,031CurrentTaxYearAmt
Total$1,839,660TotalAmt
FieldValueIRS element (for citing)
Total Support$43,113,412TotalSupportAmt
Gross Receipts Rltd Activities$8,814,820GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62850PublicSupportCY170Pct
Public Support PY1700.65200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2015 AMOUNT: $ 166,953. 2016 AMOUNT: $ 43,402. 2017 AMOUNT: $ 45,953. 2018 AMOUNT: $ 25,860. 2019 AMOUNT: $ 16,303. COMMISSION INCOME - 2015 AMOUNT: $ 116,560. 2016 AMOUNT: $ 232,537. 2017 AMOUNT: $ 174,033. 2018 AMOUNT: $ 177,506. 2019 AMOUNT: $ 189,242. PUBLICATION FEES - 2015 AMOUNT: $ 14,491. 2016 AMOUNT: $ 14,926. 2017 AMOUNT: $ 25,000. ADMINISTRATION FEES - 2016 AMOUNT: $ 150,796. 2017 AMOUNT: $ 159,387. 2018 AMOUNT: $ 171,225. 2019 AMOUNT: $ 115,486.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$60,550DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$60,550TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ACADEMY PAID A LOBBYIST $60,250 AND INCURRED REGISTRATION FEES AND EXPENSES OF $300.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,821,750BeginningYearBalanceAmt
Contributions$7,044ContributionsAmt
Investment Earnings Or Losses$2,015,699InvestmentEarningsOrLossesAmt
Grants Or Scholarships$170,463GrantsOrScholarshipsAmt
Other Expenditures$531,532OtherExpendituresAmt
Administrative Expenses$101,008AdministrativeExpensesAmt
End Year Balance$23,041,490EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,481,829BeginningYearBalanceAmt
Contributions$8,246ContributionsAmt
Investment Earnings Or Losses-$597,699InvestmentEarningsOrLossesAmt
Grants Or Scholarships$192,932GrantsOrScholarshipsAmt
Other Expenditures$762,483OtherExpendituresAmt
Administrative Expenses$115,211AdministrativeExpensesAmt
End Year Balance$21,821,750EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,532,267BeginningYearBalanceAmt
Contributions$11,083ContributionsAmt
Investment Earnings Or Losses$1,474,768InvestmentEarningsOrLossesAmt
Grants Or Scholarships$148,208GrantsOrScholarshipsAmt
Other Expenditures$275,420OtherExpendituresAmt
Administrative Expenses$112,661AdministrativeExpensesAmt
End Year Balance$23,481,829EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,256,391BeginningYearBalanceAmt
Contributions$11,400ContributionsAmt
Investment Earnings Or Losses$820,615InvestmentEarningsOrLossesAmt
Grants Or Scholarships$172,700GrantsOrScholarshipsAmt
Other Expenditures$272,157OtherExpendituresAmt
Administrative Expenses$111,282AdministrativeExpensesAmt
End Year Balance$22,532,267EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,857,905BeginningYearBalanceAmt
Contributions$334,026ContributionsAmt
Investment Earnings Or Losses-$397,816InvestmentEarningsOrLossesAmt
Grants Or Scholarships$86,000GrantsOrScholarshipsAmt
Other Expenditures$337,434OtherExpendituresAmt
Administrative Expenses$114,290AdministrativeExpensesAmt
End Year Balance$22,256,391EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.51870PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.48130TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$284,261OtherCostOrOtherBasisAmt
Book Value$284,261BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,556,283OtherCostOrOtherBasisAmt
Depreciation$7,297,293DepreciationAmt
Book Value$6,258,990BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,038,029OtherCostOrOtherBasisAmt
Depreciation$715,566DepreciationAmt
Book Value$322,463BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,906,757OtherCostOrOtherBasisAmt
Depreciation$1,930,589DepreciationAmt
Book Value$976,168BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,841,882TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,995,253TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,244,644NetUnrealizedGainsInvstAmt
Revenue Not Reported$8,244,644RevenueNotReportedAmt
Revenue Subtotal$11,750,609RevenueSubtotalAmt
Investment Expenses Not Incld$55,784InvestmentExpensesNotIncldAmt
Other Revenues Not Included$52,415OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$108,199RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,858,808TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,293,917TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$16,293,917ExpensesSubtotalAmt
Investment Expenses Not Incld2$55,784InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$52,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$107,784ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,401,701TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE ACADEMY HAS A COLLECTION OF VARIOUS PURCHASED AND DONATED MATERIALS, INCLUDING BOOKS AND ARTIFACTS. THIS COLLECTION IS MAINTAINED BY THE ACADEMY UNDER CURATORIAL CARE AND IS HELD FOR RESEARCH, EDUCATION AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE. IN ACCORDANCE WITH NOT-FOR-PROFIT INDUSTRY PRACTICE, THE COSTS AND VALUES OF THE ITEMS IN THE COLLECTION HAVE NOT BEEN CAPITALIZED AND ARE NOT REPORTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION.
PART III, LINE 4:THE ACADEMY HAS A COLLECTION OF PURCHASED AND DONATED MATERIALS, INCLUDING BOOKS AND ARTIFACTS. THIS COLLECTION IS MAINTAINED BY THE ACADEMY UNDER CURATORIAL CARE AND IS HELD FOR RESEARCH, EDUCATION AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE. IN ACCORDANCE WITH NOT-FOR-PROFIT INDUSTRY PRACTICE, THE COSTS AND VALUES OF THE ITEMS IN THE COLLECTION HAVE NOT BEEN CAPITALIZED AND ARE NOT REPORTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION.
PART V, LINE 4:THE ACADEMY'S ENDOWMENT CONSISTS OF 42 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE FUNDS ARE USED FOR THE SUPPORT OF THE LIBRARY AND HISTORY OF MEDICINE PROGRAMS AND LECTURES, AWARD PROGRAMS IN VARIOUS MEDICAL DISCIPLINES, LECTURES AND SEMINARS IN THE FURTHERANCE OF KNOWLEDGE, STUDY AND RESEARCH BY MEDICAL PROFESSIONALS AS WELL AS THE PUBLIC AT LARGE. IN ADDITION, SOME ENDOWMENT FUND INCOME HAS BEEN DESIGNATED BY DONORS FOR USE IN SUPPORT OF GENERAL OPERATIONS.
PART X, LINE 2:THE ACADEMY IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE ACADEMY, ASC TOPIC 740 IS POTENTIALLY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME ("UBI"), ATTRIBUTABLE TO CERTAIN ALTERNATIVE INVESTMENTS, CONFERENCE CENTER EVENTS AND COMMISSIONS, AND SPONSORSHIP FEES NOT RELATED TO THE ACADEMY'S MISSION. NONETHELESS, BECAUSE OF THE ACADEMY'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES THAT ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE ACADEMY'S FINANCIAL STATEMENTS. THE ACADEMY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2016.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN VALUE OF PERPETUAL TRUST 415. PROFESSIONAL FUNDRAISER INCLUDED ON PART IX: 52,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS:PROFESSIONAL FUNDRAISER INCLUDED ON PART IX: 52,000.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$155,234
SOUTH AMERICA00GRANTS$230,448
SUB-SAHARAN AFRICA00GRANTS$79,478
EAST ASIA AND THE PACIFIC00GRANTS$22,579
SOUTH ASIA00GRANTS$7,278
NORTH AMERICA00GRANTS$1,991
MIDDLE EAST00GRANTS$1,557
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS$1,394
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$499,959SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$499,959TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SOUTH AMERICAFUNDS SUPPORTED THE BOTNAR HEALTH CITIES FOR ADOLESCENTS PROGRAM TO SUPPORT THEIR CURRENT PROGRAMS.$142,496WIRE
SOUTH AMERICAFUNDS SUPPORTED THE BOTNAR HEALTH CITIES FOR ADOLESCENTS PROGRAM TO SUPPORT THEIR CURRENT PROGRAMS.$87,952WIRE
SUB-SAHARAN AFRICAFUNDS SUPPORTED THE BOTNAR HEALTH CITIES FOR ADOLESCENTS PROGRAM TO SUPPORT THEIR CURRENT PROGRAMS.$76,417WIRE
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
TRAVEL AWARDSEAST ASIA AND THE PACIFIC5$22,579WIRE TRANSFER
TRAVEL AWARDSSOUTH ASIA9$7,278WIRE TRANSFER
TRAVEL AWARDSSUB-SAHARAN AFRICA3$3,061WIRE TRANSFER
TRAVEL AWARDSNORTH AMERICA2$1,991WIRE TRANSFER
TRAVEL AWARDSMIDDLE EAST1$1,557WIRE TRANSFER
TRAVEL AWARDSEUROPE (INCLUDING ICELAND & GREENLAND)2$1,394WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:AWARDS MADE TO OTHER ORGANIZATIONS ARE MANAGED AS FOLLOWS: A CALL FOR PROPOSAL IS MADE. ONCE PROPOSALS ARE RECEIVED FROM POTENTIAL RECIPIENTS, A COMMITTEE REVIEWS THE PROPOSALS AND MAKES DECISIONS ON WHO WILL BE FUNDED. THE ACADEMY ISSUES AWARD LETTERS WHICH OUTLINE THE TERMS AND CONDITIONS OF THE AWARD (INCLUDING REPORTING REQUIREMENTS - FINANCIAL AND PROGRAMMATIC) AND ASKS THAT THE LETTER BE SIGNED AND RETURNED. SUBCONTRACTS ON FEDERAL GRANTS ARE MONITORED UNDER THE GUIDELINES SET FORTH IN THE UNIFORM GUIDANCE BY THE ORGANIZATION'S DIRECTOR OF GRANTS MANAGEMENT. IN ADDITION, THE DIRECTOR REQUESTS A COPY OF THE SUBCONTRACTORS' REPORTS UNDER THE UNIFORM GUIDANCE, TO MONITOR AUDIT FINDINGS AS WELL AS THE SCHEDULE OF EXPENDITURES FOR REPORTING OF PASS-THROUGH FEDERAL FUNDING IT RECEIVED FROM THE ACADEMY.
PART I, LINE 3:THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR ITS FOREIGN EXPENDITURES.
PART III ACCOUNTING METHOD:
FORM 990, SCHEDULE F, PART IV, LINE 3:THE ORGANIZATION IS NOT REQUIRED TO FILE FORMS 5471 OR 8865 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MM EVENT GROUP LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1SEE PART IV FOR ADDRESS 500 SAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
ActivityANNUAL GALAActivityTxt
Fundraiser Control Of FundsYes (1)FundraiserControlOfFundsInd
Gross Receipts$1,045,489GrossReceiptsAmt
Retained By Contractor$52,000RetainedByContractorAmt
Net To Organization$993,489NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,045,489TotalGrossReceiptsAmt
Total Retained By Contractors$52,000TotalRetainedByContractorsAmt
Total Net To Organization$993,489TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALAEvent1Nm
Gross Receipts Event1$1,045,489GrossReceiptsEvent1Amt
Charitable Contri Event1$942,164CharitableContriEvent1Amt
Gross Revenue Event1$103,325GrossRevenueEvent1Amt
Food And Beverage Event1$116,841FoodAndBeverageEvent1Amt
Entertainment Event1$12,145EntertainmentEvent1Amt
Other Direct Expenses Event1$78,830OtherDirectExpensesEvent1Amt
Gross Receipts Total$1,045,489GrossReceiptsTotalAmt
Charitable Contributions Tot$942,164CharitableContributionsTotAmt
Gross Revenue Total Events$103,325GrossRevenueTotalEventsAmt
Food And Beverage Total Events$116,841FoodAndBeverageTotalEventsAmt
Entertainment Total Events$12,145EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$78,830OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$207,816DirectExpenseSummaryEventsAmt
Net Income Summary-$104,491NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2B, COLUMN (V)THE AGREEMENT PROVIDES FOR THE PAYMENT OF FEES FOR PROFESSIONAL FUNDRAISING SERVICES IN THE AMOUNT OF $52,000 AND ADDITIONALLY THE AGREEMENT PROVIDES FOR THE REIMBURSEMENT OF REASONABLE AND DOCUMENTED OUT OF POCKET EXPENSES INCLUDING MESSENGER SERVICE, FEDEX, TRANSPORTATION, SUPPLIES FOR MATERIALS AND COPIES. ANY OUT-OF-POCKET EXPENSES WILL REQUIRE PRIOR APPROVAL.
SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:(I) NAME OF FUNDRAISER: MM EVENT GROUP, LLC (I) ADDRESS OF FUNDRAISER: 500 SEVENTH AVENUE, 8TH FLOOR, NEW YORK, NY 10018

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
FAIR HEALTH INC
530 FIFTH AVENUE - 18TH FLOORNEW YORKNY10036900524293501(C)(3)$300,000SUPPORTED NYAM'S EFFORTS ON SIM GRANT. MANAGED AND ANALYZED CLAIMS DATA, ENSURED PATIENT CONTRIBUTION AND INCLUSION.
NEW YORK UNIVERSITY
25 W 4TH STREET - 4TH FLOORNEW YORKNY10012135562308501(C)(3)$220,1151) SUPPORTED NYAM'S APPLES CDS GRANT. PROVIDED STRATEGIC GUIDANCE AROUND PLANNING AND MODELING, IDENTIFIED OPPORTUNITIES TO SYNERGIZE, AND DISSEMINATED THE PROJECT'S RESEARCH WITH OTHER HEALTH DISPARITY AND HEALTH PROGRAM INITIATIVES.2) PROVIDED SPECIFIC EXPERTISE IN AGENT-BASED MODELING, AND COMPARATIVE EFFECTIVENESS RESEARCH IN CHRONIC DISEASE PREVENTION AND MANAGEMENT
RESEARCH FOUNDATION OF CUNY
230 W 41ST STREETNEW YORKNY10036131988190501(C)(3)$58,120PARTNERED WITH NYAM TO DEVELOP IMAGE: NYC, AN OPEN-SOURCE, INTERACTIVE MAP OF NEW YORK CITY'S CURRENT AND PROJECTED (THROUGH 2030) POPULATION AGE 65 AND OLDER WITH OVERLAYS OF AGE-FRIENDLY RESOURCES, SERVICES, AND AMENITIES.
COLUMBIA UNIVERSITY
622 W 113TH STREET - MC 4524NEW YORKNY10025135598093501(C)(3)$52,630ADVISED THE PRINCIPAL INVESTIGATOR ON STUDY DESIGN AND RESEARCH METHODS, AND PERFROMED COMPUTER SIMULATION ANAYLSES USING CVD POLICY MODEL VERSIONS DEVELOPED FOR THE U.S.
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
AWARDS25$42,089
FELLOWSHIPS10$465,000
HONORARIA23$26,750
STIPENDS26$114,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAWARDS MADE TO OTHER ORGANIZATIONS ARE MANAGED AS FOLLOWS: A CALL FOR PROPOSAL IS MADE. ONCE PROPOSALS ARE RECEIVED FROM POTENTIAL RECIPIENTS, A COMMITTEE REVIEWS THE PROPOSALS AND MAKES DECISIONS ON WHO WILL BE FUNDED. THE ACADEMY ISSUES AWARD LETTERS WHICH OUTLINE THE TERMS AND CONDITIONS OF THE AWARD (INCLUDING REPORTING REQUIREMENTS - FINANCIAL AND PROGRAMMATIC) AND ASKS THAT THE LETTER BE SIGNED AND RETURNED. SUBCONTRACTS ON FEDERAL GRANTS ARE MONITORED UNDER THE GUIDELINES SET FORTH IN THE UNIFORM GUIDANCE BY THE ORGANIZATION'S DIRECTOR OF GRANTS MANAGEMENT. IN ADDITION, THE DIRECTOR REQUESTS A COPY OF THE SUBCONTRACTORS' REPORTS UNDER THE UNIFORM GUIDANCE, TO MONITOR AUDIT FINDINGS AS WELL AS THE SCHEDULE OF EXPENDITURES FOR REPORTING OF PASS-THROUGH FEDERAL FUNDING IT RECEIVED FROM THE ACADEMY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JUDITH A SALERNO MD
PRESIDENT$511,471$0$0$0$762$0$27,400$0$2,922$0$542,555$0$0$0
KATHLEEN D O'DONNELL
SVP-FINANCE & ADMINISTRATI$341,700$0$0$0$7,417$0$27,400$0$27,807$0$404,324$0$0$0
KIMBERLY L BOGARD
SVP STRATEGY & PROGRAMS$274,593$0$0$0$90$0$27,400$0$33,466$0$335,549$0$0$0
DAVID SISCOVICK
SENIOR RESEARCH SCIENTIST$232,790$0$0$0$823$0$7,015$0$2,250$0$242,878$0$0$0
MIGUEL A PEREZ
SVP PUBLIC ENGAGEMENT$187,697$0$0$0$100$0$19,711$0$21,576$0$229,084$0$0$0
YUN-HSIN CLAIRE WANG
VP RESEARCH, EVAL. & POLICY$203,789$0$0$0$60$0$6,300$0$16,439$0$226,588$0$0$0
MELVILLE E BOUFFORD
PAST PRESIDENT/ CONSULTANT$225,000$0$0$0$0$0$0$0$0$0$225,000$0$0$0
LINDA J WEISS DIR CENTER
FOR EVAL. & APPLIED RESEARCH$181,553$0$0$0$1,948$0$2,790$0$33,004$0$219,295$0$0$0
NANCY CLAYMAN
DIRECTOR OF DEVELOPMENT$157,510$0$0$0$19,762$0$5,573$0$28,404$0$211,249$0$0$0
STEPHEN W PAUL
DIRECTOR OF FINANCE$164,292$0$0$0$258$0$5,407$0$38,118$0$208,075$0$0$0
PAUL H THEERMAN
DIRECTOR, LIBRARY$167,318$0$0$0$762$0$5,098$0$3,311$0$176,489$0$0$0
GINA RAVOSA
DIRECTOR, MARKETING & COMM.$146,697$0$0$0$258$0$4,586$0$24,931$0$176,472$0$0$0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B) OF SCHEDULE M.
PART I, LINE 33:NYAM HAS A COLLECTION OF VARIOUS PURCHASED AND DONATED MATERIALS, INCLUDING BOOKS AND ARTIFACTS. THIS COLLECTION IS MAINTAINED BY NYAM UNDER CURATORIAL CARE AND IS HELD FOR RESEARCH, EDUCATION AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE. IN ACCORDANCE WITH NOT-FOR-PROFIT INDUSTRY PRACTICE, THE COSTS AND VALUES OF THE ITEMS IN THE COLLECTION HAVE NOT BEEN CAPITALIZED AND ARE NOT REPORTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ACADEMY HAS THREE CLASSES OF FELLOWS (MEMBERS); RESIDENT, NON-RESIDENT AND HONORARY. ALL CLASSES OF FELLOWS ARE VOTING MEMBERS. THE BOARD OF TRUSTEES MAY FROM TIME TO TIME ELECT HONORARY FELLOWS TO BE TRUSTEES OR OFFICERS OF THE ACADEMY.
FORM 990, PART VI, SECTION A, LINE 7AIN ACCORDANCE WITH THE ACADEMY'S BY-LAWS THERE IS AN ANNUAL MEETING OF THE FELLOWS (MEMBERS) HELD ON SUCH DAY AS THE CHAIRMAN SHALL DESIGNATE FOR THE ELECTION OF TRUSTEES AND THE TRANSACTION OF OTHER BUSINESS. A PROXY STATEMENT IS SENT TO ALL FELLOWS PRIOR TO THEIR VOTE ON A SLATE OF PROPOSED NOMINEES FOR THE BOARD OF TRUSTEES. THIS NOTICE MUST STATE THE PLACE, DATE, AND HOUR OF THE ANNUAL MEETING SHALL BE GIVEN TO EACH VOTING FELLOW NOT LESS THAN TWENTY-ONE NOR MORE THAN FIFTY DAYS BEFORE THE DATE OF THE MEETING. SUCH NOTICE SHALL BE GIVEN IN WRITING, IN PERSON OR BY FIRST CLASS MAIL, ADDRESSED TO EACH VOTING FELLOW AT HIS OR HER ADDRESS AS IT APPEARS ON THE RECORDS OF THE ACADEMY, OR IF A VOTING FELLOW SHALL HAVE FILED WITH THE SECRETARY A WRITTEN REQUEST THAT NOTICES BE MAILED TO SOME OTHER ADDRESS, THEN TO SUCH ADDRESS. NOTICE BY MAIL SHALL BE DEEMED TO BE GIVEN WHEN DEPOSITED IN THE UNITED STATES MAIL, WITH POSTAGE PREPAID.
FORM 990, PART VI, SECTION A, LINE 7BIN ACCORDANCE WITH THE ACADEMY'S BY-LAWS THERE IS AN ANNUAL MEETING OF THE FELLOWS (MEMBERS) HELD ON SUCH DAY AS THE CHAIRMAN SHALL DESIGNATE FOR THE ELECTION OF TRUSTEES AND THE TRANSACTION OF OTHER BUSINESS. A PROXY STATEMENT IS SENT TO ALL FELLOWS PRIOR TO THEIR VOTE ON A SLATE OF PROPOSED NOMINEES FOR THE BOARD OF TRUSTEES. THIS NOTICE MUST STATE THE PLACE, DATE, AND HOUR OF THE ANNUAL MEETING SHALL BE GIVEN TO EACH VOTING FELLOW NOT LESS THAN TWENTY-ONE NOR MORE THAN FIFTY DAYS BEFORE THE DATE OF THE MEETING. SUCH NOTICE SHALL BE GIVEN IN WRITING, IN PERSON OR BY FIRST CLASS MAIL, ADDRESSED TO EACH VOTING FELLOW AT HIS OR HER ADDRESS AS IT APPEARS ON THE RECORDS OF THE ACADEMY, OR IT A VOTING FELLOW SHALL HAVE FILLED WITH THE SECRETARY A WRITTEN REQUEST THAT NOTICES BE MAILED TO SOME OTHER ADDRESS, THEN TO SUCH ADDRESS. NOTICE BY MAIL SHALL BE DEEMED TO BE GIVEN WHEN DEPOSITED IN THE UNITED STATES MAIL, WITH POSTAGE PREPAID.
FORM 990, PART VI, SECTION B, LINE 11BTHE NEW YORK ACADEMY OF MEDICINE HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND THEN THE AUDIT COMMITTEE OF THE BOARD WHO REVIEWS AND APPROVES IT SUBJECT TO DISTRIBUTION OF THE DRAFT TO THE FULL BOARD FOR REVIEW AND COMMENT. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION HAS RESPONSIBILITY FOR THE OVERSIGHT AND DISTRIBUTION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. A QUESTIONNAIRE IS DISTRIBUTED TO AND COMPLETED ANNUALLY BY ALL TRUSTEES AND SENIOR STAFF IN ORDER TO ENSURE COMPLIANCE WITH THE POLICY. THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE IS INCORPORATED INTO CONSULTANT AND SUB-CONTRACT AGREEMENTS. IF A CONFLICT OF INTEREST EXISTS: - THE MAJORITY OF THE EXECUTIVE COMMITTEE MUST AGREE THAT THE RELATED PARTY TRANSACTION IS FAIR, REASONABLE AND IN NYAM'S BEST INTEREST AT THE TIME OF THE DETERMINATION, THAT USING AN ALTERNATIVE IS NOT TO NYAM'S BENEFIT AND THAT THE MATERIAL FACTS OF THE TRANSACTION ARE DISCLOSED IN ADVANCE; - THE DELIBERATIONS, INCLUDING DISCUSSION OF ALTERNATIVES, ARE DOCUMENTED IN THE MINUTES AND REPORTED TO THE BOARD OF TRUSTEES; - THE RELATED PARTY MAY NOT BE IN THE ROOM FOR THE DISCUSSION; AND - THE TRUSTEE WHO WILL BENEFIT, DIRECTLY OR INDIRECTLY FROM A TRANSACTION SHALL NOT BE ELIGIBLE TO VOTE ON ANY ISSUE REGARDING THAT TRANSACTION AND SHALL NOT BE COUNTED TOWARD A QUORUM FOR SUCH A VOTE.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD'S EXECUTIVE COMMITTEE/ COMPENSATION COMMITTEE REVIEWS MARKET COMPENSATION, INCLUDING FORM 990S OF SIMILAR SIZES ORGANIZATIONS AND APPROVES THE PRESIDENT'S COMPENSATION. THE BOARD'S EXECUTIVE COMMITTEE CONSIDERATION OF THIS MATTER IS ALSO DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2019.
FORM 990, PART VI, SECTION C, LINE 19THE BY-LAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO CONTRIBUTORS, SPONSORS, FINANCIAL INSTITUTIONS AND OTHER MEMBERS OF THE PUBLIC ARE ON THE ACADEMY'S WEBSITE ALONG WITH THE FORM 990 FEDERAL TAX RETURN AND THE ACADEMY'S ANNUAL REPORT. THE ANNUAL REPORT CONTAINS CONDENSED FINANCIAL INFORMATION AND IS AVAILABLE TO THE PUBLIC THROUGH THE ACADEMY'S WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF PERPETUAL TRUST -415.
FORM 990, PART XII, LINE 2C:NEW YORK ACADEMY OF MEDICINE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT AUDITOR. THE POLICY FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR.