2025-11-17T13:17:37-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-01-01 131740002 GREATER MENTAL HEALTH OF NEW YORK INC F/K/N MENTAL HEALTH ASSOCIATION OF WEST GREA 9143455900 580 WHITE PLAINS ROAD 510 TARRYTOWN NY 105915198 VICTORIA PENINO CFO 9143455900 2025-11-17 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-11-17 2024 2025-03-06 01:10:19Z VICTORIA PENINO 580 WHITE PLAINS ROAD 510 TARRYTOWN NY 105915198 44589337 0 X WWW. GREATERMENTALHEALTH.ORG X 1946 NY PROMOTE MENTAL HEALTH IN WESTCHESTER AND ROCKLAND COUNTIES THROUGH DIRECT SERVICES, CONSUMER ADVOCACY & COMMUNITY EDUCATION. 26 26 477 122 0 0 19661344 23181495 12789488 16768799 616837 2104242 155045 53911 33222714 42108447 0 0 0 0 24341965 28851351 0 0 118782 11233862 13374935 35575827 42226286 -2353113 -117839 31074270 35327989 11412393 12210973 19661877 23117016 X PROMOTE MENTAL HEALTH IN WESTCHESTER AND ROCKLAND COUNTIES THROUGH DIRECT SERVICES, CONSUMER ADVOCACY & COMMUNITY EDUCATION. 0 0 15087415 7420159 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 43,000 SERVICES WERE PROVIDED IN 2024. TOTAL EXPENDITURES WERE $15,087,415. 9334745 3271918 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 2024, MHA PROVIDED SUPPORT AND HOUSING FOR MORE THAN 280 INDIVIDUALS. PROVIDED 8615 SERVICES. TOTAL EXPENDITURES WERE $9,334,745. 7740032 3790051 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 PROVIDED MORE THAN 9,000 SERVICES IN 2024OUR 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 2024, MORE THAN 24,000 SERVICES WERE PROVIDED. OUR EMPLOYMENT SERVICES ASSIST INDIVIDUALS WHO HAVE BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH CONDITION PREPARE FOR, OBTAIN AND MAINTAIN EMPLOYMENT. IN 2024, MORE THAN 2,800 SERVICES WERE PROVIDED. TOTAL EXPENDITURES FOR ADULT RECOVERY-ORIENTED SERVICES WERE $ 7,740,032. 3536447 3120891 OTHER PROGRAMS. 3536447 3120891 35698639 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 136 0 1 477 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X VICTORIA PENINO - CFO 9143455900 580 WHITE PLAINS ROAD SUITE 510 TARRYTOWN NY 105915198 ANDREW BRACCO DIRECTOR 5.00 X 0 0 0 ANN M LAITMAN VICE PRESIDENT 5.00 X X 0 0 0 CLAIRE SURREY BOLGER DIRECTOR 5.00 X 0 0 0 DAVID FLEMISTER DIRECTOR 5.00 X 0 0 0 DAVID GERBER DIRECTOR 5.00 X 0 0 0 DEBORAH RIZZI DIRECTOR 5.00 0.60 X 0 0 0 GERALD STERN SECRETARY 5.00 X X 0 0 0 GERRI ZABUKSY DIRECTOR 5.00 0.60 X 0 0 0 GREG FRISOLI DIRECTOR 5.00 X 0 0 0 JASON M RIMLAND DIRECTOR 5.00 X 0 0 0 JEANETTE L FAIRHURST VICE PRESIDENT 5.00 X X 0 0 0 JENNIFER L KASOFF DIRECTOR 5.00 X 0 0 0 ELIZABETH FALCO DIRECTOR 5.00 0.60 X 0 0 0 LORI GRUEBEL DIRECTOR 5.00 0.60 X 0 0 0 MARY BETH FERCICK BENEDETTO DIRECTOR 5.00 0.60 X 0 0 0 MARY F FOSTER PRESIDENT 5.00 X X 0 0 0 MARY JO BRAMSON VICE PRESIDENT 5.00 X X 0 0 0 MERYL A ALLISON TREASURER 5.00 X X 0 0 0 NICHOLAS R PIRROTTA DIRECTOR 5.00 X 0 0 0 PATRICE INGRASSIA DIRECTOR 5.00 0.50 X 0 0 0 RAGHUNATH MEHTA DIRECTOR 5.00 0.60 X 0 0 0 SEAN MAYER DIRECTOR (OUTGOING) 5.00 X 0 0 0 SHAYNA FEUER DIRECTOR 5.00 0.50 X 0 0 0 STEVEN RABINOWITZ DIRECTOR 5.00 0.50 X 0 0 0 TRACEY WILMOT VICE PRESIDENT 5.00 0.50 X X 0 0 0 WILLIAM J WEBER DIRECTOR 5.00 0.60 X 0 0 0 YVONNE TROPP-EPSTEIN DIRECTOR 5.00 0.50 X 0 0 0 STACEY ROBERTS CEO 34.00 2.00 X 251943 0 113129 VICTORIA PENINO CFO 34.00 2.00 X 202730 0 30795 COURTNEY BEACH CHIEF DIGITAL COMPLIANCE & 35.00 X 164258 0 37894 JAMES ADASEK VP INFORMATION TECHNOLOGY 35.00 X 148719 0 53693 RICHARD MILLER MEDICAL DIRECTOR 35.00 X 291036 0 11814 SAMAD NAMIN PSYCHIATRIST 35.00 X 313099 0 8628 VIVIAN ZACCH NURSE PRACTITIONER 35.00 X 154419 0 11800 1526204 0 267753 7 0 1 0 BARCLAY DAMON LLP PO BOX 1265 ALBANY NY 122011265 LEGAL SERVICES 214867 8 211629 2378389 20251328 340149 2378389 23181495 MEDICARE/MEDICAID PAYMENTS 621400 14198488 14198488 MENTAL HEALTH PROGRAM 621400 1777040 1777040 RENTAL INCOME 532000 793271 793271 16768799 565637 565637 3229956 734433 2425784 0 804172 734433 1538605 734433 804172 9230 211629 55106 -45876 -45876 GENERAL AND ADMINISTRATION 900099 90029 90029 MISCELLANEOUS 900099 9678 9678 WHITE PLAINS CLINIC 900099 80 80 99787 42108447 17603019 0 1323933 598597 598597 21590778 18801380 2751627 37771 929467 814835 108217 6415 3774790 3089086 661383 24321 1957719 1576422 368886 12411 55298 55298 1269151 739757 529394 78879 12629 65750 500 283403 190725 86859 5819 786265 568661 211221 6383 2405879 2114600 285737 5542 257687 192544 64136 1007 65714 52223 13491 104121 95649 8472 905037 664986 240047 4 541685 479872 59043 2770 PROGRAM EXPENSES 5855593 5714733 127737 13123 BAD DEBT 431031 431031 MISCELLANEOUS 283374 148226 134903 245 DUES 51818 11280 38067 2471 42226286 35698639 6408865 118782 1660 3460 1361485 4008684 19246 50527 5335482 5100923 342287 493131 14503358 5323728 5571189 9179630 12462127 9906098 5980794 6585536 31074270 35327989 2194439 2929605 10157 149164 220875 1831777 951675 7226856 8108818 11412393 12210973 X 18275503 21752197 1386374 1364819 19661877 23117016 31074270 35327989 X -117839 -89220 3662198 X X 0 1 X 1 1 1 X 17156946 16045234 21913887 19661344 23181495 97958906 17156946 16045234 21913887 19661344 23181495 97958906 97958906 369748 375854 696788 521068 565637 2529095 30363 82373 47485 219510 109017 488748 100976749 67844283 0.97010 0.96790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 33,625. 2022 AMOUNT: $ 1,213. 2023 AMOUNT: $ 9,755. 2024 AMOUNT: $ 9,678. FUNDRAISING INCOME - 2023 AMOUNT: $ 28,730. 2024 AMOUNT: $ 9,230. WHITE PLAINS CLINIC - 2020 AMOUNT: $ 13,565. 2021 AMOUNT: $ 1,040. 2022 AMOUNT: $ 462. 2024 AMOUNT: $ 80. GENERAL ADMIN - 2020 AMOUNT: $ 16,798. 2021 AMOUNT: $ 47,708. 2022 AMOUNT: $ 45,810. 2023 AMOUNT: $ 181,025. 2024 AMOUNT: $ 90,029. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 42226286 42226286 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 0 0 25000 25000 25000 25000 25000 25000 25000 25000 25000 25000 1.00000 1 0 1826295 1826295 5077259 1702898 3374361 3946101 1220279 2725822 2091678 1606372 485306 1562025 794179 767846 9179630 FINANCE LEASE RIGHT OF USE ASSETS 104925 OPERATING LEASE RIGHT OF USE ASSETS 4459041 SECURITY DEPOSITS 595840 DUE FROM AFFILIATE 1204855 FUNDS HELD FOR OTHERS 220875 6585536 DUE TO THIRD-PARTY PAYORS 3395659 OPERATING LEASE LIABILITIES 4458152 FINANCE LEASE LIABILITIES 109792 NETSMART 145215 8108818 X 50362658 -89220 4661179 4571959 45790699 55298 -3737550 -3682252 42108447 42232872 61884 61884 42170988 55298 55298 42226286 PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUE 5,078,508. CONSOLIDATING ELIMINATIONS -417,329. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -1,501. APPREC. IN THE VALUE OF FIXED ASSETS TRANSFERRED IN DUE TO BUSINESS COMBO. -3,736,049. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 1,501. RELATED ENTITIES EXPENSES 477,712. CONSOLIDATING ELIMINATIONS -417,329. GALA 2024 220859 211629 9230 55106 220859 211629 9230 55106 55106 -45876 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 STACEY ROBERTS CEO 245922 0 0 0 6021 0 52089 0 61040 0 365072 0 0 0 SAMAD NAMIN PSYCHIATRIST 312795 0 250 0 54 0 8566 0 62 0 321727 0 0 0 RICHARD MILLER MEDICAL DIRECTOR 290474 0 500 0 62 0 10153 0 1661 0 302850 0 0 0 VICTORIA PENINO CFO 202446 0 0 0 284 0 30367 0 428 0 233525 0 0 0 JAMES ADASEK VP INFORMATION TECHNOLOGY 148435 0 0 0 284 0 15702 0 37991 0 202412 0 0 0 COURTNEY BEACH CHIEF DIGITAL COMPLIANCE & 164192 0 0 0 66 0 16749 0 21145 0 202152 0 0 0 VIVIAN ZACCH NURSE PRACTITIONER 154320 0 0 0 99 0 7890 0 3910 0 166219 0 0 0 PART I, LINE 1A ALL EMPLOYEES CAN RECEIVE UP TO A $300 REIMBURSEMENT FOR HEALTH CLUB FEES. EMPLOYEES MUST ATTEND THE HEALTH CLUB AT LEAST 5 TIMES A YEAR AND SUBMIT PROOF OF ATTENDANCE TO HUMAN RESOURCES. PART I, LINE 7 THE BONUSES REPORTED IN COLUMN B(II) WERE APPROVED BY THE CEO. SCHEDULE J, PART II, COLUMN (B)(III): THE AMOUNTS REPORTED IN COLUMN B(III) REPRESENT THE USE OF A VEHICLE OWNED BY GMHNY THAT WAS ATTRIBUTABLE TO PERSONAL USE. X 1 2378389 APPRAISED VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANZIATION AMENDED ITS BY-LAWS TO REFLECT ITS NEW NAME, GREATER MENTAL HEALTH OF NEW YORK, INC. AS A RESULT OF THE MERGER BETWEEN THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. AND THE MENTAL HEALTH ASSOCIATION OF ROCKLAND COUNTY, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN INDEPENDENT ACCOUNTANT AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 IS PREPARED, IT IS REVIEWED BY THE AUDIT COMMITTEE AND THE PRESIDENT. THE FINAL DRAFT OF THE FORM 990 IS ELECTRONICALLY SUBMITTED TO ALL BOARD MEMBERS TO REVIEW AND SUBMIT QUESTIONS TO THE GROUP. ONCE ALL QUESTIONS HAVE BEEN ADDRESSED, THE FORM 990 IS SUBMITTED TO THE IRS FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY DIRECTORS AND OFFICERS AS WELL AS BY MANAGEMENT STAFF. AT ALL BOARD MEETINGS IT IS QUERIED WHETHER A CONFLICT OF INTEREST EXISTS. IF THERE IS A POTENTIAL CONFLICT AT THE BOARD LEVEL, THE MEMBER WILL RECUSE HIM/HERSELF FROM DELIBERATIONS AND VOTING ON THAT ISSUE. THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS WAS LAST COMPLETED IN JANUARY 2023. FORM 990, PART VI, SECTION B, LINE 15 PRIOR TO ANY CHANGES IN THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (CEO), AN ANNUAL ANALYSIS WHICH INCLUDES DISCUSSING, PLANNING AND REVIEWING THE PERFORMANCE OF THE CEO IS DONE BY THE BOARD OF DIRECTORS HUMAN RESOURCES COMMITTEE. THIS ANALYSIS ENSURES THAT THE CEO'S SALARY REMAINS WITHIN THE TARGETED RANGE BY USING PUBLISHED STUDIES AND A REVIEW OF 990S OF SIMILAR AGENCIES BY SIZE TYPE AND GEOGRAPHY. IN ADDITION TO THIS ANALYSIS, SURVEYS WERE DONE BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD TO THE CEO'S DIRECT REPORTS. SALARIES FOR OTHER EXECUTIVE LEVEL STAFF ARE ALSO REVIEWED TO ENSURE THAT THEY ARE THE PROPER MARKET LEVEL. COMPENSATION OF THE CEO IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OF BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: APPREC. IN THE VALUE OF FIXED ASSETS TRANSFERRED IN DUE TO BUS. COMBINATION 3,736,049. PRIOR YEAR ITEMS RECORDED IN CURRENT YEAR FINANCIALS -73,851. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ROCKLAND MHA HOLDING INC 140 ROUTE 303 VALLEY COTTAGE NY 10989 271810521 OWNS AND MANAGES REAL PROPERTY TO ASSIST IN FURTHERING THE MISSION OF GMHNY NY 501(C)(3) LINE 12A, I GREATER MENTAL HEALTH OF NEW YORK INC 1 MENTAL HEALTH ASSOCIATION OF ROCKLAND COUNTY INC 140 ROUTE 303 SUITE A VALLEY COTTAGE NY 10989 132574845 PROVIDES HEALTH PREVENTIVE,SUPPORTIVE,TREATMENT & ADVOCACY SERVICES NY 501(C)(3) LINE 10 N/A 0 RUTHERFORD PROPERTIES INC 580 WHITE PLAINS ROAD SUITE 510 TARRYTOWN NY 10591 132979968 REAL ESTATE HOLDING COMPANY NY GREATER MENTAL HEALTH OF NEW YORK INC C 162865 1.00000 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 MENTAL HEALTH ASSOCIATION OF ROCKLAND COUNTY INC C 2378389 APPRAISAL VALUE