2025-11-17T11:09:07-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 205437835 THE REACH INSTITUTE RESOURCE FOR ADVANCING CHILDREN'S HEALTH REAC 2129477322 530 7TH AVENUE FLOOR M1 NEW YORK NY 10018 LISA HUNTER ROMANELLI PHD CEO 2129477322 2025-11-17 1 1 GARRETT M HIGGINS P00543209 9143818900 2025-11-17 2024 2025-03-06 01:10:19Z LISA HUNTER ROMANELLI PH 530 7TH AVENUE FLOOR M1 NEW YORK NY 10018 2479669 0 X WWW.THEREACHINSTITUTE.ORG X 2006 DE TO ENSURE THE MOST EFFECTIVE, SCIENTIFICALLY-PROVEN MENTAL HEALTH CARE REACHES ALL CHILDREN AND FAMILIES. 15 14 10 15 0 0 326859 525035 1849126 1865826 70699 88808 0 0 2246684 2479669 0 0 0 0 1034019 1226422 0 0 0 1199789 1261210 2233808 2487632 12876 -7963 2445589 2163252 455258 160831 1990331 2002421 X OUR MISSION IS TO ENSURE THE MOST EFFECTIVE, SCIENTIFICALLY-PROVEN MENTAL HEALTH CARE REACHES ALL CHILDREN AND FAMILIES. 0 0 1937394 0 1733912 OUR PATIENT-CENTERED MENTAL HEALTH IN PEDIATRIC PRIMARY CARE (PPP) MINI-FELLOWSHIP PROGRAM PROVIDES PEDIATRICIANS, FAMILY PHYSICIANS, NURSE PRACTITIONERS, PHYSICIAN'S ASSISTANTS, PSYCHIATRISTS AND NEUROLOGISTS WITH UP-TO-DATE TRAINING IN CARING FOR CHILDREN AND ADOLESCENTS WITH COMMON MENTAL HEALTH CONDITIONS. DELIVERED BY A WORLD-CLASS FACULTY OF PEDIATRICIANS, DEVELOPMENTAL-BEHAVIORAL PEDIATRICIANS, CLINICAL NURSE SPECIALISTS, AND CHILD AND ADOLESCENT PSYCHIATRISTS, PPP TRAINING HELPS CLINICIANS TRANSFORM THEIR PRACTICES, INCREASE PRODUCTIVITY, AND IMPROVE WORK SATISFACTION. THIS INNOVATIVE PROGRAM INCREASES CLINICIANS' COMFORT WITH ASSESSING, DIAGNOSING, AND TREATING PEDIATRIC MENTAL HEALTH CONCERNS. IN 2024, 715 PROVIDERS COMPLETED THE PPP PROGRAM THROUGH REACH. 82467 0 73612 THE CHILD AND ADOLESCENT TRAINING IN EVIDENCE-BASED PSYCHOTHERAPIES (CATIE) PROGRAM IS A PARTNERSHIP BETWEEN THE REACH INSTITUTE AND LEADING CLINICIANS AND TREATMENT RESEARCHERS TO PROVIDE THERAPISTS TRAINING IN EVIDENCE-BASED PSYCHOTHERAPY TREATMENTS. THROUGH CATIE, THERAPISTS LEARN HOW TO ACCURATELY ASSESS THEIR CLIENTS AND PROVIDE AND PROVIDECOGNITIVE-BEHAVIORAL THERAPY (CBT) FOR DISRUPTIVE BEHAVIOR SYMPTOMS, ANXIETY SYMPTOMS, DEPRESSION SYMPTOMS, AND TRAUMA SYMPTOMS. TRAINING INCLUDES A 2-DAY WORKSHOP FOLLOWED BY 12 GROUP CONSULTATION CALLS. WE ALSO HAVE CATIE COURSES FOR PRIMARY CARE PROVIDERS: CBT FOR ANXIETY IN PEDIATRIC PRIMARY CARE (CBT-A IN PPC), PRACTICAL BEHAVIOR MANAGEMENT IN PRIMARY CARE (PBM), ADDRESSING TRAUMA IN PEDIATRIC PRIMARY CARE (ATIPP), AND MENTAL HEALTH TRAINING FOR SCHOOL NURSES. IN 2024, 109 PRIMARY CARE PROVIDERS COMPLETED CBT-A TRAINING, 33 PRIMARY CARE PROVIDERS COMPLETED PBM TRAINING, 18 PROVIDERS COMPLETED ATIPP TRAINING, AND 57 COMPLETED MENTAL HEALTH TRAINING FOR SCHOOL NURSES. 65325 0 58302 THE ADULT BEHAVIORAL HEALTH IN PRIMARY CARE PROGRAM (ABH-PC) PROVIDES FAMILY PHYSICIANS, NURSE PRACTITIONERS, AND PHYSICIAN'S ASSISTANTS WITH UP-TO-DATE TRAINING IN CARING FOR ADULTS WITH COMMON MENTAL HEALTH CONDITIONS. DELIVERED BY A WORLD-CLASS FACULTY OF PSYCHIATRISTS AND FAMILY PHYSICIANS, ABH-PC TRAINING HELPS CLINICIANS TRANSFORM THEIR PRACTICES, INCREASE PRODUCTIVITY, AND IMPROVE WORK SATISFACTION. THIS INNOVATIVE PROGRAM INCREASES CLINICIANS' COMFORT WITH ASSESSING, DIAGNOSING, AND TREATING ADULT MENTAL HEALTH CONCERNS. IN 2024, 11 PROVIDERS COMPLETED THE ABH-PC PROGRAM. 2085186 1 1 0 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 65 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X LISA HUNTER ROMANELLI PHD CEO 6466036891 530 7TH AVENUE FLOOR M1 NEW YORK NY 10018 X PETER S JENSEN MD CHAIR 4.00 X X 67300 0 0 SETH FINKEL VICE CHAIR 2.00 X X 0 0 0 ROBERT MARSHALL TREASURER 2.00 X X 0 0 0 ROBIN HULSHIZER SECRETARY 2.00 X X 0 0 0 ALAN AXELSON MD DIRECTOR 1.00 X 0 0 0 DEBORAH BUCCINO MD DIRECTOR 1.00 X 0 0 0 PAULA DAVIS DIRECTOR 0.50 X 0 0 0 WYNFORD DORE DIRECTOR 0.50 X 0 0 0 ANYSA HOLDER DIRECTOR 0.50 X 0 0 0 SUNMEE HUH DIRECTOR 0.50 X 0 0 0 DANIELLE LEWIS LEVY DIRECTOR 0.50 X 0 0 0 ELIZABETH REAGAN DIRECTOR THRU 9/10/24 1.00 X 0 0 0 ERICA RUBACH DIRECTOR THRU 10/3/24 1.00 X 0 0 0 ANDREW SAGAT DIRECTOR 0.50 X 0 0 0 JAMI SCHWARTZ DIRECTOR 0.50 X 0 0 0 REKA SHINKLE DIRECTOR 0.50 X 0 0 0 ANIKA WARREN WOOD DIRECTOR 1.00 X 0 0 0 LISA HUNTER ROMANELLI PHD CEO 40.00 X 205028 0 19019 LISA KHAN-KAPADIA PROGRAM DIRECTOR 40.00 X 120159 0 6216 392487 0 25235 2 0 1 0 WHOLESALE COPIES INC 1 EAST 28TH STREET 4TH FLOOR NEW YORK NY 10016 PHOTOCOPY, PRINTING, BOOK BINDING 111465 1 525035 525035 EDUCATION AND TRAINING 611710 1865826 1865826 1865826 88808 88808 2479669 1865826 0 88808 X 291346 123311 168035 22138 22138 760793 722359 38434 17061 14073 2988 43872 38949 4923 91212 72970 18242 39995 39995 832974 830322 2652 9958 9958 133455 127372 6083 71676 71676 57606 46085 11521 68991 68991 18616 18616 4454 4454 11037 11037 MISCELLANEOUS EXPENSES 8976 8976 DEVELOPMENT EXPENSE 3472 3472 2487632 2085186 402446 0 484908 101370 256466 103589 103505 93261 20362 14219 3560 6143 1590400 1852139 6750 6750 2445589 2163252 58583 55391 396675 105440 455258 160831 X 1990331 1958909 43512 1990331 2002421 2445589 2163252 -7963 20053 0 X X 0 1 X 1 0 X 212834 351521 393468 326859 525035 1809717 1322498 1902965 1564158 1849126 1865826 8504573 1535332 2254486 1957626 2175985 2390861 10314290 34980 33817 38701 52306 32271 192075 716197 894854 898794 838480 1306470 4654795 751177 928671 937495 890786 1338741 4846870 5467420 2126 10237 19071 70699 88808 190941 2126 10237 19071 70699 88808 190941 1537458 2264723 1976697 2246684 2479669 10505231 0.52040 0.54680 0.01820 0.01120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20362 14219 6143 6143 X 2698618 20053 198896 218949 2479669 0 2479669 2686528 198896 198896 2487632 0 2487632 PART X, LINE 2: THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2021. X X X X 0 0 0 0 0 0 0 1 0 LISA HUNTER ROMANELLI PHD CEO 194783 0 10045 0 200 0 10274 0 8745 0 224047 0 0 0 PART I, LINE 7 INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A RECEIVED BOARD APPROVED PERFORMANCE-BASED BONUSES. SEE PART V SEE PART V 22138 SEE PART V 0 FORM 990, SCHEDULE L, PART IV: NAME OF INTERESTED PERSON: EMME SOLUTIONS, LLCRELATIONSHIP BETWEEN THE INTERESTED PERSON AND ORGANIZATION: CO-FOUNDER OF EMME SOLUTIONS, LLC IS A MEMBER OF THE BOARD.DESCRIPTION OF TRANSACTION: MARKETING DEVELOPMENT FORM 990, PART VI, SECTION B, LINE 11B REACH INSTITUTE 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. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY THE BOARD CHAIRMAN, TREASURER AND CEO AND DEEMED READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. 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 12C THE ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL DIRECTORS, OFFICERS AND COMMITTEE MEMBERS. EACH DIRECTOR, OFFICER AND COMMITTEE MEMBER MUST ANNUALLY COMPLETE, SIGN AND SUBMIT A STATEMENT CERTIFYING THAT THEY HAVE RECEIVED, READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY AND AGREE TO COMPLY WITH IT. THE POLICY REQUIRES THAT ALL INDIVIDUALS DISCLOSE TO THE BOARD ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT IS DISCLOSED AT ANY TIME, THE BOARD WILL REVIEW THE MATERIAL FACTS AND CIRCUMSTANCES. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST, THE BOARD WILL DETERMINE WHETHER THE TRANSACTION AT ISSUE MAY BE OBTAINED WITH REASONABLE EFFORTS VIA A SIMILARLY OR MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT. THE INTERESTED PERSON MUST NOT PARTICIPATE IN ANY VOTE OR DISCUSSION ON THIS MATTER AND MUST LEAVE THE MEETING WHILE THE DETERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE DECISION OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AVAILABLE NONPROFIT COMPENSATION SURVEY DATA FOR ORGANIZATIONS OF A SIMILAR SIZE AND FORM 990'S OF SIMILAR ORGANIZATION WHEN DETERMINING THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO). THE EXECUTIVE COMMITTEE USES THIS INFORMATION TO MAKE A RECOMMENDATION FOR THE CEO'S COMPENSATION TO THE FULL BOARD OF DIRECTORS. CONTEMPORANEOUS SUBSTANTIATION OF THESE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE COMMITTEE'S MEETING. THE PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IT IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FORM 1023 ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VII, SECTION A: PETER JENSEN, M.D., THE BOARD CHAIR, WAS PAID $67,300 BY THE ORGANIZATION IN 2024 FOR SERVICES RENDERED TO THE ORGANIZATION NOT IN THE CAPACITY OF THE BOARD. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), TRINET HR CORPORATION, FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART IX, LINE 11G TRAINERS AND CONSULTANTS' FEES: PROGRAM SERVICE EXPENSES 651,221. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 651,221. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 168,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,495. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 10,606. MANAGEMENT AND GENERAL EXPENSES 2,652. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,258. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.