2024-03-18T12:39:12-05:00 2023-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-07-01 131923959 ACKERMAN INSTITUTE FOR THE FAMILY ACKE 2128794900 936 BROADWAY 2ND FLOOR NEW YORK NY 10010 MARTHA FLING PRESIDENT/CEO 2128794900 2024-03-11 1 MARTHA FLING 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LOIS BRAVERMAN 936 BROADWAY 2ND FLOOR NEW YORK NY 10010 7419087 0 X WWW.ACKERMAN.ORG X 1960 NY THE INSTITUTE IS DEDICATED TO THE STUDY, DIAGNOSIS AND TREATMENT OF FAMILY RELATIONSHIP PROBLEMS 18 18 92 18 0 0 1762972 1699289 1349070 1409222 858752 406564 20000 269535 3990794 3784610 83340 71235 0 0 3415812 4065002 0 65000 663337 1489347 1950081 4988499 6151318 -997705 -2366708 21311518 20562701 1376558 2436239 19934960 18126462 X SEE SCHEDULE O 0 0 3027310 71235 906233 EDUCATION & WORKSHOPS: (SEE SCHEDULE O) 1795137 509329 CLINIC SERVICES: (SEE SCHEDULE O) 4822447 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 92 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MICHELE BURFEIND THE INSTITUTE 2128794900 936 BROADWAY 2ND FLOOR NEW YORK NY 10010 IRA SALLEN CHAIR 3.00 X X 0 0 0 IMKE OSTER VICE CHAIR 3.00 X X 0 0 0 ROBERT C RUCKH TREASURER 3.00 X X 0 0 0 JEANETTE MONNINGER SECRETARY 3.00 X X 0 0 0 LINDA DISHY DIRECTOR 3.00 X 0 0 0 NICOLE POTEAT DIRECTOR 3.00 X 0 0 0 PETER ABRONS DIRECTOR 3.00 X 0 0 0 LESLIE ROBERTS DIRECTOR 3.00 X 0 0 0 THOMAS G KAHN DIRECTOR 3.00 X 0 0 0 DEBORAH WERNER DIRECTOR 3.00 X 0 0 0 ALICE K NETTER DECEASED DIRECTOR 3.00 X 0 0 0 BEVERLY GREENE DIRECTOR 3.00 X 0 0 0 RACHEL ROCKER DIRECTOR 3.00 X 0 0 0 CLYDE BROWNSTONE DIRECTOR 3.00 X 0 0 0 JEANNIE A CURHAN DIRECTOR 3.00 X 0 0 0 SHERI SANDLER DIRECTOR 3.00 X 0 0 0 STEPHEN SOKOLOFF DECEASED DIRECTOR 3.00 X 0 0 0 ARNOLD SYROP DIRECTOR 3.00 X 0 0 0 LACEY VIGMOSTAD GILBERTO DIRECTOR 3.00 X 0 0 0 JANINE WEISENBECK DIRECTOR 3.00 X 0 0 0 MARTHA FLING CEO/PRESIDENT 40.00 X 297169 0 17825 ADI LOEBL MEDICAL DIRECTOR 20.00 X 197250 0 10677 MARLENE WATSON DIRECTOR OF TRAINING 40.00 X 196979 0 19849 MICHELE BURFEIND DIRECTOR OF FINANCE 40.00 X 112749 0 16675 RACHEL COKER CHIEF DEVELOPMENT & EXTERNAL AFFAIRS OFFICER 40.00 X 221328 0 11253 1025475 0 76279 5 0 1 0 0 129850 1569439 35490 1699289 TUITION AND FEES 611710 906233 906233 PATIENT SERVICES 624100 502989 502989 1409222 308191 308191 3431180 3332807 98373 98373 98373 564865 129850 301670 263195 263195 MISC. INCOME 900099 6340 6340 6340 3784610 1415562 0 669759 X 71235 71235 321071 265592 15897 39582 3129198 2584727 151359 393112 68424 57772 4501 6151 330147 278750 21718 29679 216162 182511 14219 19432 8993 6444 1355 1194 38382 27503 5781 5098 65000 65000 70295 70295 629112 497373 104546 27193 75709 51164 9519 15026 226774 198059 21356 7359 235639 164454 52941 18244 21627 15480 4110 2037 338822 236465 76125 26232 80993 57328 17600 6065 CREDIT CARD/FINANCE CHA 106179 17576 88603 INDEPENDENT CONTRACTORS 92590 92590 EQUIPMENT & OTHER LEASI 24966 17424 5609 1933 6151318 4822447 665534 663337 165539 150632 694655 752743 46000 62550 993240 429771 166448 148116 12169378 3579495 8915178 8589883 10330458 10429006 21311518 20562701 191242 251803 126750 101000 1000000 2026581 58566 56855 1376558 2436239 X 14714555 12437874 5220405 5688588 19934960 18126462 21311518 20562701 -2366708 558210 0 X 0 1 X 1 0 X 1451839 1768788 1979708 1762972 1699289 8662596 2443649 1820916 1658550 1349070 1409222 8681407 3895488 3589704 3638258 3112042 3108511 17344003 134000 148100 361041 284200 295500 1222841 0 134000 148100 361041 284200 295500 1222841 16121162 443200 388072 289210 310644 308191 1739317 443200 388072 289210 310644 308191 1739317 7200 4928 5079 20000 6340 43547 4345888 3982704 3932547 3442686 3423042 19126867 0.84290 0.84300 0.09090 0.10080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2018 AMOUNT: $ 7,200. 2019 AMOUNT: $ 4,928. 2020 AMOUNT: $ 5,079. 2021 AMOUNT: $ 20,000. 2022 AMOUNT: $ 6,340. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11019782 472650 890503 2846356 9536579 13844298 133547 -1427158 1530905 11019782 11105432 233974 1648553 -856339 13844298 13015326 337524 -547204 1700214 11105432 12894288 405824 555227 840013 13015326 0.40350 0.34606 0.25044 0 0 11314277 2740332 8573945 386776 376722 10054 468325 462441 5884 8589883 SALARIES & PAYROLL TAXES PAYABLE 56855 56855 4272525 558210 558210 3714315 70295 70295 3784610 6081023 0 6081023 70295 70295 6151318 PART V, LINE 4: THE BOARD DESIGNATED FUND IS FUNDS SET ASIDE TO BE USED AT THE DISCRETION OF THE BOARD. WITHIN THE FUND CONSISTS OF THREE RESERVE FUNDS. THE RESERVE FUND WAS SET UP USING MONIES FROM THE SALE OF THE BUILDING. IT IS USED FOR CONDO MAINTENANCE FEES AND OTHER EXPENSES APPROVED BY BOARD. THE BUILDING RESERVE WAS SET UP FOR ALL FUTURE CAPITAL IMPROVEMENTS TO THE CONDO. THE ACCRUAL WAS ESTABLISHED WHEN THE PRICE WAS NEGOTIATED FOR THE NEW SPACE. THE CAPITAL EXPENDITURES RESERVE WAS SET UP FOR UPDATING NEW EQUIPMENT SUCH AS VIDEO AND COMPUTER EQUIPMENT IN FUTURE YEARS. THE INSTITUTE'S TEMPORARILY RESTRICTED NET ASSETS CONSIST OF ASSETS THAT HAVE A SPECIAL RESTRICTION THAT WAS IMPOSED BY THE DONOR. OUTLINED BELOW IS A DESCRIPTION OF THE RESTRICTED INVESTMENT HOLDINGS, WHICH MAKES UP MAJORITY OF THE NET ASSET BALANCE. RUTH PERL KAHN FUND: THIS IS AN ENDOWMENT SET UP IN AN INDIVIDUAL INVESTMENT ACCOUNT. THE DONOR STIPULATIONS PERMIT THE EXPENDITURE OF UP TO 5% OF THE FAIR-MARKET VALUE OF THE FUNDS TO BE USED FOR OPERATIONS. MASLOW SCHOLARSHIP FUND: THIS IS AN ENDOWMENT SET UP IN AN INDIVIDUAL INVESTMENT ACCOUNT THAT IS RESTRICTED FOR SCHOLARSHIPS. THESE SCHOLARSHIPS ARE SOLELY FOR TRAINEES OF COLOR AND TRAINEES WORKING IN COMMUNITY AGENCIES AND SCHOOLS. THE APPLICATIONS ARE CAREFULLY REVIEWED AND DETERMINATIONS ARE MADE FINANCIAL NEEDS. WHEN THE AMOUNT OF SCHOLARSHIPS EXCEEDS 5% OF THE FAIR VALUE OF THE FUNDS A WRITTEN APPROVAL IS GRANTED. CHALLENGE GRANT GIFT: THIS ENDOWMENT IS COMPRISED OF INVESTMENT REVENUE, RECORDED AS TEMPORARY RESTRICTED, ON WHAT IS EARNED ON $1M CONTRIBUTED BY A DONOR THAT'S PERMANENTLY RESTRICTED. THESE EARNINGS ARE USED FOR OPERATIONS, SPECIFICALLY USED FOR CONDO MAINTENANCE. THE PERMANENTLY RESTRICTED NET ASSETS IS AN ENDOWMENT SET UP BY THE RUTH PERL KAHN FUND. X X X X X 0 FREEMONT BLUE EVENTS 83 CANAL STREET SUITE 203 NEW YORK NY 10002 EVENT PLANNERS FOR TWO EVENTS 0 694715 65000 0 694715 65000 ANNUAL GALA 582372 62250 520122 228681 GFP 112343 67600 44743 72989 694715 129850 564865 301670 301670 263195 1 SCHOLARSHIPS 17 71235 FMV PART I, LINE 2: SCHOLARSHIP COMMITTEE COMPRISED OF PRESIDENT/CEO, DIRECTOR OF TRAINING, DIRECTOR OF FINANCE, CO-DIRECTOR OF SOCIAL WORKS & DIVERSITY AND BOARD MEMBER(S) REVIEWS THE FINANCIAL AID APPLICATION SUBMITTED BY STUDENTS. THE COMMITTEE REVIEWS THE STUDENT'S TAX RETURN FORMS AND LETTER OF RECOMMENDATION AND DETERMINES ELIGIBLE STUDENTS BASED ON FINANCIAL NEED. X X X 0 0 0 0 0 0 0 0 0 MARTHA FLING CEO/PRESIDENT 297169 0 0 0 0 0 3000 0 14825 0 314994 0 0 0 RACHEL COKER CHIEF DEVELOPMENT & EXTERNAL AFFAIRS 221328 0 0 0 0 0 8576 0 2677 0 232581 0 0 0 MARLENE WATSON DIRECTOR OF TRAINING 196979 0 0 0 0 0 8000 0 11849 0 216828 0 0 0 ADI LOEBL MEDICAL DIRECTOR 197250 0 0 0 0 0 8000 0 2677 0 207927 0 0 0 X 3 35490 FMV 0 0 0 FORM 990, PART III, LINE 1 FOUNDED IN 1960, THE ACKERMAN INSTITUTE FOR THE FAMILY IS ONE OF THE PREMIER INSTITUTIONS FOR FAMILY THERAPY AND ONE OF THE BEST KNOWN AND MOST HIGHLY REGARDED TRAINING FACILITIES FOR FAMILY THERAPISTS IN THE UNITED STATES. THE ACKERMAN INSTITUTE SERVES FAMILIES FROM ALL ETHNIC, ECONOMIC, AND RELIGIOUS BACKGROUNDS, AS WELL AS MEMBERS OF THE LGBTQ COMMUNITY FAMILIES AND COUPLES. THE ACKERMAN INSTITUTE'S MISSION IS TO PROVIDE: INNOVATIVE FAMILY AND COUPLE THERAPY THROUGH ITS ON-SITE CLINIC (LICENSED BY THE STATE OF NEW YORK OFFICE OF MENTAL HEALTH). STATE-OF-THE-ART TRAINING PROGRAMS FOR MENTAL HEALTH AND OTHER PROFESSIONALS ON-SITE, IN COMMUNITY SETTINGS AND INTERNATIONALLY; AND CUTTING-EDGE RESEARCH INITIATIVES THAT FOCUS ON THE DEVELOPMENT OF NEW TREATMENT MODELS AND TRAINING TECHNIQUES. THROUGH THIS DYNAMIC INTERACTION OF TREATMENT, TRAINING AND RESEARCH, THE ACKERMAN INSTITUTE HELPS FAMILIES, SERVES MENTAL HEALTH CARE PROFESSIONALS AND BRINGS INNOVATIVE PERSPECTIVES TO A BROAD ARRAY OF COMMUNITY SERVICE AGENCIES AND OTHER HEALTH CARE FACILITIES. FORM 990, PART III, LINE 4A THE ACKERMAN INSTITUTE'S DEEP BELIEF IN AND COMMITMENT TO FAMILY THERAPY HAS PLAYED A MAJOR ROLE IN EXPANDING THE SCOPE OF THE FIELD OF MENTAL HEALTH, AND THE ACKERMAN INSTITUTE TODAY IS WIDELY ACKNOWLEDGED AS A PIONEER IN THE FIELD OF FAMILY THERAPY. THE ACKERMAN TRAINING PROGRAM OFFERS STUDENTS A COURSE OF STUDY THAT COMBINES THEORY WITH DIRECT EXPERIENCE WITH FAMILIES. EACH TRAINEE RECEIVES INDIVIDUALIZED ATTENTION FROM A DISTINGUISHED FACULTY DRAWN FROM THE FIELDS OF SOCIAL WORK, PSYCHOLOGY, FAMILY THERAPY, AND PSYCHIATRY. MANY ACKERMAN FACULTY MEMBERS DIRECT CLINICAL RESEARCH PROJECTS THAT FOCUS ON PROBLEMS INCLUDING, BUT NOT LIMITED TO, SCHOOL DIFFICULTIES, CHILD AND ADOLESCENT PROBLEMS, DEPRESSION, MARITAL ISSUES, DIVORCE, BEREAVEMENT, LEARNING DISABILITIES, FAMILY VIOLENCE, CHILD ABUSE AND INCEST, CHRONIC MEDICAL ILLNESS, AND GENDER IDENTITY ISSUES. THE KNOWLEDGE AND INSIGHTS GAINED FROM THIS RESEARCH ARE INCORPORATED IMMEDIATELY INTO ACKERMAN'S TRAINING PROGRAMS AND DISSEMINATED TO MENTAL HEALTH CARE PROFESSIONALS LOCALLY, NATIONALLY, AND INTERNATIONALLY THROUGH LECTURES, WORKSHOPS AND PUBLICATIONS. THE ACKERMAN INSTITUTE'S EDUCATIONAL INITIATIVES ADDRESS THE NEED FOR HIGH QUALITY CLIENT CARE AND THE NEEDS OF PRACTICING PROFESSIONALS FOR INNOVATIVE MEANINGFUL FAMILY THERAPY TRAINING. ACKERMAN'S PROGRAM INCLUDES A RANGE OF OPPORTUNITIES THAT ACCOMMODATE BOTH THE PROFESSIONAL REQUIREMENTS AND TIME CONSTRAINTS OF PRACTITIONERS AT DIFFERENT STAGES OF THEIR CAREERS. THE TRAINING PROGRAM ENABLES PRACTITIONERS TO EXPAND THEIR KNOWLEDGE AND SKILLS AS THE PROVISION OF MENTAL HEALTH SERVICES GAINS GREATER RECOGNITION IN THE HEALTHCARE SYSTEM. THE ACKERMAN TRAINING PROGRAM IS OPEN TO INDIVIDUALS WITH MASTER'S, DOCTORAL, OR MEDICAL DEGREES IN SOCIAL WORK, PSYCHOLOGY, PSYCHIATRY, MENTAL HEALTH COUNSELING, AND TO INDIVIDUALS WITH DEGREES IN MARRIAGE AND FAMILY THERAPY. FORM 990, PART III, LINE 4B AT THE ACKERMAN INSTITUTE TREATMENT CENTER, TRAINED THERAPISTS HELP FAMILIES FROM ALL ETHNIC, ECONOMIC AND RELIGIOUS BACKGROUNDS. FAMILY THERAPY IS A METHOD OF UNDERSTANDING AND TREATING EMOTIONAL PROBLEMS AND PERSONAL CRISES BY WORKING WITH THE ENTIRE FAMILY RATHER THAN THE INDIVIDUAL. THERAPY SESSIONS FOCUS ON UNDERSTANDING INDIVIDUALS' THOUGHTS, FEELINGS AND BEHAVIOR WITHIN THE CONTEXT OF THEIR FAMILIES. THE GOAL IS TO HARNESS AND STRENGTHEN FAMILY RESOURCES AND HELP FAMILY MEMBERS WORK COLLABORATIVELY TOWARDS SOLUTIONS TO THEIR PROBLEMS. THERAPY IS PROVIDED BY PSYCHIATRISTS, PSYCHOLOGISTS AND SOCIAL WORKERS ON THE ACKERMAN FACULTY AND BY CLINICIANS IN POSTGRADUATE TRAINING AND SUPERVISION AT ACKERMAN. THE ACKERMAN CLINIC HELPS FAMILIES WITH PROBLEMS INCLUDING, BUT NOT LIMITED TO, SCHOOL DIFFICULTIES, CHILD AND ADOLESCENT PROBLEMS, MARITAL ISSUES, DIVORCE, BEREAVEMENT, LEARNING DISABILITIES, FAMILY VIOLENCE, CHILD ABUSE AND INCEST, CHRONIC MEDICAL ILLNESS, AND GENDER IDENTITY ISSUES. FORM 990, PART VI, SECTION A, LINE 2 DEBORAH WERNER (DIRECTOR) AND IRA SALLEN (CHAIR) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS AVAILABLE TO BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE REQUIRES THE BOARD OF DIRECTORS AND EXECUTIVE OFFICERS TO COMPLETE CONFLICT OF INTEREST FORMS. THE FORMS ARE THEN REVIEWED FOR ANY POSSIBLE CONFLICTS. THE CHAIRMAN IS NOTIFIED IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS PROVIDED WITH A TWO- YEAR CONTRACT. WHEN THE CONTRACT IS UP FOR RENEWAL, THE CHAIRMAN OF THE BOARD CONDUCTS A PERFORMANCE REVIEW WITH THE CEO. BASED UPON THE PERFORMANCE REVIEW, CHANGES ARE INCORPORATED INTO A NEW TWO- YEAR CONTRACT. THE EXECUTIVE COMMITTEE OF THE BOARD VOTES ON FINAL APPROVAL OF THE CONTRACT AND RECOMMENDS TO THE BOARD ACCEPTANCE OF THE CEO'S CONTRACT AND THE BOARD THEN VOTES ON THE EXECUTIVE COMMITTEES' RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 497,373. MANAGEMENT AND GENERAL EXPENSES 104,546. FUNDRAISING EXPENSES 27,193. TOTAL EXPENSES 629,112.