2026-05-13T10:50:33-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-07-01 112503193 BIRCH FAMILY SERVICES INC BIRC 2126161800 104 WEST 29TH STREET 3RD FLOOR NEW YORK NY 10001 MATTHEW STURIALE PRESIDENT/CEO 2126161800 2026-05-11 1 1 CATHERINE PETERCSAK P01357092 5167472000 2026-05-11 2024 2025-03-06 01:10:19Z MATTHEW STURIALE 104 WEST 29TH STREET 3RD FLOOR NEW YORK NY 10001 98668388 0 X WWW.BIRCHFAMILYSERVICES.ORG X 1975 NY TO EMPOWER PEOPLE WITH AUTISM & DEVELOPMENTAL DISABILITIES TO LEAD FULFILLING LIVES. 14 14 1028 14 0 0 12261207 10317229 74690582 84301913 912346 492633 -71020 -111281 87793115 95000494 0 0 0 0 57798093 60040682 0 0 1053457 29802544 33483983 87600637 93524665 192478 1475829 63806716 79004772 46901849 59583285 16904867 19421487 X THROUGH OUR COMPREHENSIVE EDUCATION AND COMMUNITY PROGRAMS, BIRCH PROVIDES SUPPORTS AND SERVICES TO INDIVIDUALS AND FAMILIES ACROSS THE LIFE CYCLE AT HOME, SCHOOL, WORK, AND IN THE COMMUNITY SO EACH PERSON REACHES THEIR FULLEST POTENTIAL. 0 0 43300107 49673023 BIRCH OPERATES OTHER COMMUNITY BASED SERVICES FOR PEOPLE WITH AUTISM SPECTRUM DISORDERS. ADOLESCENTS AND ADULTS WITH SEVERE DEVELOPMENTAL DISABILITIES RECEIVE TWENTY-FOUR HOUR CARE IN BIRCH'S 23 RESIDENCES LOCATED IN MANHATTAN, BROOKLYN AND QUEENS. MANY OF THESE INDIVIDUALS HAD BEEN LIVING IN STATE INSTITUTIONS BUT NOW ENJOY REAL HOMES IN COMMUNITIES IN WHICH THEY CAN ACTUALLY PARTICIPATE. WE ALSO SERVE INDIVIDUALS IN OUR DAY HABILITATION PROGRAMS IN OUR SITES LOCATED IN BROOKLYN AND QUEENS. BIRCH'S NEW FRONTIER PROGRAM INITIATIVE SUPPORTS INDIVIDUALS WITH AUTISM SPECTRUM DISORDER IN EMPLOYMENT SUPPORT AND SERVICES TO ASSIST THEM IN TRANSITIONING FROM HIGH SCHOOL BY ENGAGING THEM IN ACTIVITIES THAT PROMOTE EVENTUAL EMPLOYMENT AND INDEPENDENT LIVING. BIRCH ALSO OPERATES A SUPPORTED INTEGRATED HOUSING PROGRAM IN THE BRONX. 37056632 33074452 BIRCH OPERATES EARLY CHILDHOOD PROGRAMS THROUGHOUT NEW YORK CITY. YOUNG CHILDREN WITH SEVERE DEVELOPMENTAL DELAYS ARE RECEIVING THE SPECIALIZED THERAPEUTIC AND EDUCATIONAL SERVICES THEY NEED TO OVERCOME THE OBSTACLES THEY AND THEIR FAMILIES FACE. BIRCH ALSO SERVES TYPICALLY-DEVELOPING PRESCHOOLERS FUNDED THROUGH NYC DECE. BECAUSE OF THE SUCCESS OF OUR PROGRAMS, MANY OF THE CHILDREN WITH DEVELOPMENTAL DELAYS WHOM BIRCH GRADUATES EACH YEAR ENTER PUBLIC SCHOOL CLASSES FOR TYPICALLY-DEVELOPING CHILDREN OR ARE ABLE TO PARTICIPATE IN LESS INTENSIVE SPECIAL CLASSES. THE PHYLLIS L. SUSSER SCHOOL FOR EXCEPTIONAL CHILDREN IN FLUSHING SERVES CHILDREN AGES 5-21 WITH AUTISM, DEVELOPMENTAL DELAYS, EMOTIONAL DISABILITIES, SEVERE SPEECH AND LANGUAGE IMPAIRMENTS AND TRAUMATIC BRAIN INJURIES WHOSE NEEDS CANNOT BE MET BY THE PUBLIC SCHOOL SYSTEM. THE BIRCH ANNEX IN WASHINGTON HEIGHTS SERVES CHILDREN AGES 5-8 YEARS OLD WITH AUTISM. 676843 1554438 OTHER-TRAINING AND OTHER INCOME. 81033582 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 111 0 1028 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JOSH SCHER 2126161824 104 WEST 29TH STREET 3RD FLOOR NEW YORK NY 10001 KIMBERLY HERNAS CHAIR 1.00 X X 0 0 0 ROBIN E KELLER ESQ FIRST VICE CHAIR 1.00 X X 0 0 0 ALAN L GOLDBERG CPA SECOND VICE CHAIR 1.00 X X 0 0 0 DAN BRECHER ESQ SECRETARY 1.00 X X 0 0 0 JUSTIN BACHMAN TREASURER 1.00 X X 0 0 0 ANDREA BELCHER BOARD MEMBER 1.00 X 0 0 0 BETSY HOWARD BOARD MEMBER 1.00 X 0 0 0 GEORGIANA A MAGLOIRE BOARD MEMBER 1.00 X 0 0 0 RAM NARAYANASWAMY BOARD MEMBER 1.00 X 0 0 0 JEAN RAWITT BOARD MEMBER 1.00 X 0 0 0 FAHEEMA T ROSTOM BOARD MEMBER 1.00 X 0 0 0 CORIN SWIFT BOARD MEMBER 1.00 X 0 0 0 KEITH TAMAYO BOARD MEMBER 1.00 X 0 0 0 GEORGE VARUGHESE BOARD MEMBER 1.00 X 0 0 0 MATTHEW STURIALE PRESIDENT/CEO 35.00 X 580896 0 29165 JOSHUA SCHER CHIEF FINANCIAL & OPERATING OFFICER 35.00 X 423354 0 54188 BRIDGET WALDREN EVP 35.00 X 291289 0 21815 SAMANTHA NOTTINGHAM CHIEF DEVELOPMENT OFFICER 35.00 X 221584 0 24442 BRIAN CELARDO CIO/SECURITY OFFICER 35.00 X 201274 0 49592 LISA STERRANTINO SVP OF COMMUNITY SERVICES 35.00 X 180814 0 19143 NATHALIA BERGER SVP OF HUMAN RESOURCES 35.00 X 194940 0 6433 ESPA ZIGOURIS SVP OF EDUCATION 35.00 X 186117 0 19320 2280268 0 224098 76 0 1 0 TEMPOSITIONS HEALTH CARE INC 622 THIRD AVENUE - 39TH FLOOR NEW YORK NY 10017 TEMP STAFFING 2141599 UNITED STAFFING SOLUTIONS INC 1385 BROADWAY 10TH FL NEW YORK NY 10018 TEMP STAFFING 1859900 LEKAJ & JUBAJ INC 1930 HERING AVE BRONX NY 10461 CONSTRUCTION 1647399 HORIZON HEALTHCARE STAFFING 20 JERUSALEM AVE 3RD FL HICKSVILLE NY 11801 TEMP STAFFING 1109780 THE LOGAN STAFFING SOLUTIONS INC 3515 EAST TREMONT AVE BRONX NY 10465 TEMP STAFFING 711326 10 492467 8585331 1239431 10317229 MEDICAID REVENUE 624410 49673023 49673023 TUITION REVENUE 611600 33074452 33074452 COMMUNITY BASED SERVICES 624410 1415949 1415949 TRAINING REVENUE 611600 138489 138489 84301913 324970 324970 3520660 95640 3448637 0 72023 95640 167663 167663 107976 492467 219257 -111281 -111281 95000494 84301913 0 381352 X 1512494 1512494 48705133 43824614 4417571 462948 717966 659330 51689 6947 5119862 4535395 539890 44577 3985227 3536215 415391 33621 328350 93761 234589 110950 110950 72000 72000 86380 86380 10575581 9368262 1202034 5285 439725 394921 42756 2048 597166 289104 292146 15916 7459541 6412387 721366 325788 585834 564207 20554 1073 1203738 720619 471627 11492 1285074 1217384 67690 1221929 929880 285279 6770 REPAIRS & MAINTENANCE 3118894 2842511 234728 41655 SUPPLIES 1748930 1572188 105226 71516 FOOD 1543893 1542718 1175 SERVICES ASSESSMENT 1468223 1468223 1637775 1061863 553266 22646 93524665 81033582 11437626 1053457 1869211 4062029 13191 1119 17171966 21177039 1180491 2204431 36084339 17339373 16590275 18744966 12130895 13482299 14850687 19332889 63806716 79004772 11415590 11084061 376013 1320123 418319 328319 13016644 18266605 21675283 28584177 46901849 59583285 X 16417916 19240630 486951 180857 16904867 19421487 63806716 79004772 1475829 1040791 0 X 0 1 X 1 0 X 4325615 10071238 21033608 12261207 10317229 58008897 64129375 67195622 71108942 74690582 84301913 361426434 563389 542964 542964 593550 596356 2839223 69018379 77809824 92685514 87545339 95215498 422274554 85662 166249 103210 130989 126064 612174 0 85662 166249 103210 130989 126064 612174 421662380 149908 231546 226947 267072 324970 1200443 149908 231546 226947 267072 324970 1200443 69168287 78041370 92912461 87812411 95540468 423474997 0.99570 0.99600 0.00280 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 8006 0 0 1 72000 80006 0 PART II-B, LINE 1: BIRCH FAMILY SERVICES IS A MEMBER OF THE IAC AND THE NYC COALITION FOR CHILDREN WITH SPECIAL NEEDS. AS MEMBERS $1,164 AND $6,842 (RESPECTIVELY) OF THE ANNUAL DUES PAID REPRESENT FUNDS USED FOR GOVERNMENT RELATIONS PRESENTATION. IN ADDITION, $72,000 REPRESENTS AGENCY FUNDS USED TOWARD GOVERNMENT RELATIONS, STRATEGIC PARTNERSHIP BUILDING AND COMMUNITY RELATIONS. 1 192713 1699415 1690915 201213 0 3359827 3359827 19925615 8504454 11421161 8213099 5240399 2972700 1926188 1110542 815646 2659610 2483978 175632 18744966 ASSETS LIMITED IN USE 137141 RIGHT-OF-USE ASSETS, OPERATING LEASES 19195748 19332889 DUE TO GOVERNMENTAL AGENCIES 8170624 OPERATING LEASES 20413553 28584177 X 96551261 1040791 596356 1637147 94914114 86380 86380 95000494 94034641 596356 596356 93438285 86380 86380 93524665 PART IV, LINE 1B: BANK ACCOUNTS ARE MAINTAINED BY THE PROGRAMS WHERE THE INDIVIDUALS RESIDE. EACH INDIVIDUAL HAS A BANK LEDGER AND IN-HOUSE LEDGER. THE BANK LEDGER RECORDS ALL THE DEPOSITS AND WITHDRAWALS THAT TAKE PLACE IN THE BANK ACCOUNT. THE IN-HOUSE LEDGER PROVIDES THE DETAIL ON HOW THE INDIVIDUAL SPENDS MONEY THAT IS WITHDRAWN FROM HIS/HER ACCOUNT. PART X, LINE 2: MANAGEMENT EVALUATED BIRCH'S TAX POSITIONS AND CONCLUDED THAT BIRCH HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") NO. 740. GALA 337173 262125 75048 1097 78970 40750 5K 141734 141734 5295 25949 1 121536 88608 32928 67196 600443 492467 107976 1097 84265 133895 219257 -111281 X X X X X 0 0 0 0 0 0 0 1 0 MATTHEW STURIALE PRESIDENT/CEO 507584 0 63960 0 9352 0 14486 0 14679 0 610061 0 0 0 JOSHUA SCHER CHIEF FINANCIAL & OPERATING OFFICER 373354 0 50000 0 0 0 10476 0 43712 0 477542 0 0 0 BRIDGET WALDREN EVP 266289 0 25000 0 0 0 7458 0 14357 0 313104 0 0 0 BRIAN CELARDO CIO/SECURITY OFFICER 193774 0 7500 0 0 0 5514 0 44078 0 250866 0 0 0 SAMANTHA NOTTINGHAM CHIEF DEVELOPMENT OFFICER 214084 0 7500 0 0 0 6164 0 18278 0 246026 0 0 0 ESPA ZIGOURIS SVP OF EDUCATION 186117 0 0 0 0 0 4912 0 14408 0 205437 0 0 0 NATHALIA BERGER SVP OF HUMAN RESOURCES 189940 0 5000 0 0 0 5262 0 1171 0 201373 0 0 0 LISA STERRANTINO SVP OF COMMUNITY SERVICES 175814 0 5000 0 0 0 4857 0 14286 0 199957 0 0 0 PART I, LINE 7 PERFORMANCE BASE AWARDS, APPROVED BY THE BOARD OF DIRECTORS AND REVIEWED BY THE COMPENSATION COMMITTEE, ARE PAID TO OFFICERS AND KEY MANAGERS BASED ON PERFORMANCE REVIEWS. A DORMITORY AUTHORITY OF THE STATE OF NY 146000293 649907L19 2013-03-13 1313212 RENOVATING AND EQUIPPING FACILITY 0 0 1 B DORMITORY AUTHORITY OF THE STATE OF NY 146000293 6499075C2 2015-02-11 1453777 RENOVATING AND EQUIPPING FACILITY 0 0 1 A 1011190 1313212 69094 26264 1217854 2013 0 0 1 1 B 1453777 1453777 62652 29076 1362049 2014 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2023 ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2020 PART IV, Q2C FOR 2013, DASNY STAFF PERFORMED ARBITRAGE REBATE CALCULATIONS IN 2024. FOR 2015, DASNY STAFF PERFORMED ARBITRAGE REBATE CALCULATIONS IN 2020. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. DRAFT FORM 990 WAS REVIEWED BY THE ORGANIZATION'S PRESIDENT/CEO, CFO AND CONTROLLER AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN DRAFT VIA EMAIL. THE 990 WAS REVIEWED AT A BOARD MEETING GIVING MEMBERS AN OPPORTUNITY TO COMMENT OR MAKE INQUIRY BEFORE THE 990 WAS FILED WITH INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS OF BIRCH FAMILY SERVICES HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND SEEK GUIDANCE FROM THE COMPLIANCE OFFICER ON HOW TO HANDLE THE SITUATION. BOARD MEMBERS AND MANAGEMENT EMPLOYEES WILL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO REPORT ANY POTENTIAL CONFLICT OF INTEREST ON AN ANNUAL BASIS. BUSINESS DEALINGS WITH OUTSIDE ENTITIES SHOULD NOT RESULT IN UNUSUAL GAIN FOR THOSE ENTITIES, BIRCH BOARD MEMBERS AND EMPLOYEES. BECAUSE OF THE ABOVE STATEMENT, IF A CONFLICT ARISES, BIRCH EVALUATES THE POTENTIAL GAIN ON A CASE BY CASE BASIS BEFORE DETERMINING IF THE BOARD MEMBER OR EMPLOYEE IN QUESTION CAN BE ALLOWED TO PARTICIPATE. MEMBERS OF THE BOARD OF DIRECTORS, EMPLOYEES AND CONTRACTORS MUST SEEK GUIDANCE AND APPROVAL FROM APPROPRIATE MANAGEMENT PERSONNEL PRIOR TO PURSUING ANY BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST AND MUST MAKE A DISCLOSURE OF ANY POTENTIAL BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST TO THE COMPLIANCE OFFICER, AND OTHER MEMBERS OF THE AUDIT COMMITTEE IN THE EVENT THAT THE COMPLIANCE OFFICER IS THE INDIVIDUAL ENGAGING IN SUCH POTENTIAL BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S COMPENSATION COMMITTEE WAS CREATED TO COMPLY WITH APPLICABLE COMPENSATION LAWS AND BEST PRACTICES. THE COMMITTEE REVIEWED A DETAILED INDEPENDENT STUDY OF THE AGENCY'S EXECUTIVE LEVEL POSITIONS. AFTER DUE DELIBERATION WITH SUBSTANTIATED STUDY RESULTS, THE COMMITTEE DETERMINED COMPENSATION FOLLOWING COMPARISON WITH LOCAL AGENCIES HAVING A COMPARABLE MIX OF SERVICES AND FUNDING SOURCES. THE COMMITTEE CONCLUDED THAT THE COMPENSATION TO EXECUTIVES OF BIRCH FAMILY SERVICES IS JUSTIFIED BY THE QUALITY OF THEIR JOB PERFORMANCE, THEIR YEARS OF EXPERIENCE AND THE BROAD SCOPE OF THEIR DUTIES, THE DIVERSITY AND COMPLEXITY OF THE PROGRAMS AND SERVICES THEY MANAGE, THE FINANCIAL RESOURCES OF THE AGENCY, AND DULY DILIGENT PERIODIC REVIEWS BY THE COMMITTEE OF EXECUTIVE COMPENSATION IN RELATION TO LIKE POSITIONS IN COMPARABLE AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 9,249,547. MANAGEMENT AND GENERAL EXPENSES 583,924. FUNDRAISING EXPENSES 1,240. TOTAL EXPENSES 9,834,711. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 118,715. MANAGEMENT AND GENERAL EXPENSES 618,110. FUNDRAISING EXPENSES 4,045. TOTAL EXPENSES 740,870.