2025-03-30T11:18:16-05:00 2024-06-30 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2023-07-01 237129499 CARTER BURDEN NETWORK INC CART 2128797400 415 E 73RD STREET NEW YORK NY 10021 WILLIAM DIONNE EXECUTIVE DIR. 2128797400 2025-03-30 1 0 MARQUS WHITE P00053187 2126857000 2025-03-24 2023 2025-03-06 01:10:19Z WILLIAM DIONNE 415 E 73RD STREET NEW YORK NY 10021 7134295 0 X CARTERBURDENNETWORK.ORG X 1971 NY CARTER BURDEN NETWORK PROMOTES THE WELL-BEING OF OLDER ADULTS 60 AND OLDER THROUGH A CONTINUUM OF SERVICES, ADVOCACY, ARTS AND CULTURE, HEALTH AND WELLNESS, AND VOLUNTEER PROGRAMS, ALL ORIENTED TO INDIVIDUAL, FAMILY AND COMMUNITY NEEDS. 24 24 107 2033 0 0 6910837 6251894 126698 72559 543191 792954 0 0 7580726 7117407 0 0 0 0 5372854 5435482 45000 74092 765010 2403330 2780515 7821184 8290089 -240458 -1172682 16992402 16296218 4575106 4697922 12417296 11598296 X CARTER BURDEN NETWORK (CBN) PROMOTES THE WELL-BEING OF OLDER ADULTS 60 AND OLDER THROUGH A CONTINUUM OF SERVICES, ADVOCACY, ARTS AND CULTURE, HEALTH AND WELLNESS, AND VOLUNTEER PROGRAMS, ALL ORIENTED TO INDIVIDUAL, FAMILY AND COMMUNITY NEEDS. WE ARE DEDICATED TO SUPPORTING THE EFFORTS OF OLDER PEOPLE TO LIVE SAFELY AND WITH DIGNITY. 0 0 4187129 24984 OLDER ADULT CENTERS (OACS):CBN OPERATES FOUR OACS LOCATED IN EAST HARLEM, THE UPPER EAST SIDE, AND ROOSEVELT ISLAND, WHICH FUNCTION AS VITAL COMMUNITY RESOURCE CENTERS. THESE CENTERS OFFER ESSENTIAL MEALS AND COMPREHENSIVE PROGRAMMING AIMED AT ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS. IN FY 2024, CBN'S OACS:1. SERVED 3,671 UNIQUE CLIENTS, THE MAJORITY OF WHOM ATTENDED THE CENTERS MULTIPLE TIMES EACH WEEK2. PROVIDED 2,967 CLIENTS WITH 114,331 CONGREGATE MEALS ADDRESSING PREVALENT FOOD INSECURITY AND ISOLATION3. SERVED 680 CLIENTS THROUGH 1120 TECHNOLOGY CLASSES, HELPING OLDER ADULTS CROSS THE DIGITAL DIVIDE 4. PROVIDED 629 CLIENTS WITH 3,211 CASE ASSISTANCE CONTACTS, HELPING THEM ACCESS BENEFITS AND MEET PRACTICAL AND EMOTIONAL NEEDS5. PROVIDED 464 CLIENTS WITH 1,854 INFORMATION AND REFERRAL CONTACTS TO CONNECT THEM TO COMMUNITY RESOURCES 1464936 37965 SOCIAL SERVICES: CBN'S SOCIAL SERVICE PROGRAMS HELP OUR CLIENTS' EFFORTS TO AGE IN PLACE SAFELY, COMFORTABLY, AND WITH RESPECT IN THEIR OWN HOMES. WE PROVIDE SUPPORT IN ACCESSING AND MAINTAINING BENEFITS, OFFER COUNSELING AND ADVOCACY, ASSIST WITH DAILY PRACTICAL NEEDS, HELP WITH LONG-TERM PLANNING, AND PROVIDE INFORMATION AND REFERRALS. OUR SERVICES ARE AVAILABLE IN ENGLISH, SPANISH, MANDARIN, CANTONESE, AND KOREAN.1. COMMUNITY ELDER MISTREATMENT AND ABUSE PREVENTION PROGRAM (CEMAPP):AS THE NYC AGING-CONTRACTED PROVIDER FOR ELDER JUSTICE SERVICES ACROSS MANHATTAN, IN FY 2024, CBN'S CEMAPP PROGRAM:1) SERVED 497 UNIQUE CLIENTS OVERALL.2) PROVIDED 379 CLIENTS WITH 3,363 CASE ASSISTANCE CONTACTS.3) PROVIDED 242 CLIENTS WITH 1394 COUNSELING CONTACTS.4) PROVIDED 33 CLIENTS WITH 69 FINANCIAL ASSISTANCE SUPPORT UNITS.5) PROVIDED 123 ELDER JUSTICE EDUCATION PRESENTATIONS ACROSS MANHATTAN, REACHING 1,100 COMMUNITY MEMBERS AND 100 PROFESSIONALS.2. SOCIAL SERVICE UNIT: CBN'S SOCIAL SERVICE UNIT SERVED 200 AMBULATORY AND HOMEBOUND OLDER ADULTS ON THE UPPER EAST SIDE VIA 4,326 CASE ASSISTANCE CONTACTS AND 2,509 INFORMATION AND REFERRAL CONTACTS.THE SOCIAL SERVICE UNIT ALSO OVERSAW ADMINISTRATION OF CBN'S ANDREW FUND, WHICH IS DEDICATED TO HELPING LOW-INCOME SENIORS IN NEW YORK WHO REQUIRE SUPPORT IN TAKING CARE OF THEIR PETS. IT OFFERS FINANCIAL AID FOR VARIOUS NEEDS, INCLUDING VETERINARY SERVICES, MEDICATIONS, FOOD, VITAMINS, SUPPLIES, SPAYING AND NEUTERING, BOARDING, AND MORE. IN THE FISCAL YEAR 2024, THE ARF FUND DISTRIBUTED A TOTAL OF $23,730, ASSISTING 133 ELDERLY PET OWNERS IN CARING FOR 160 PETS, MANY OF WHICH SERVE AS EMOTIONAL SUPPORT COMPANIONS.3. CASE MANAGEMENT UNIT: CBN'S CASE MANAGEMENT UNIT PROVIDES A VARIETY OF PERSONALIZED SERVICES AND WRAPAROUND SUPPORTS FOR HOMEBOUND ADULTS OVER THE AGE OF 60 WHO LIVE ON ROOSEVELT ISLAND OR IN MANHATTAN BETWEEN 59TH STREET & 143RD STREET, FROM 5TH AVENUE TO THE EAST RIVER. THE CASE MANAGEMENT UNIT WAS PAUSED IN FY24 AND HAS RESUMED STARTING IN FY25 FOR APPROXIMATELY 1,300 CLIENTS. 603750 9700 OTHER PROGRAMS: 1. ARTS & CULTURE: THE ARTS ARE CENTRAL TO CBN'S MISSION, PROVIDING OLDER ADULTS WITH OPPORTUNITIES TO EXPRESS THEMSELVES CREATIVELY, HONE THEIR ARTISTIC SKILLS, AND SHARE THEIR UNIQUE AND VALUABLE PERSPECTIVES WITH DIVERSE AUDIENCES.1) MAKING ART WORK (MAW): CBN'S MAW CREATIVE ARTS EDUCATION PROGRAM OFFERS A RANGE OF WEEKLY CLASSES FOR ALL SKILL LEVELS IN ENGLISH, SPANISH, MANDARIN, AND KOREAN INCLUDING CERAMICS, CREATIVE MINDFULNESS, PAINTING, CHINESE PAINTING, DRAWING, QUILTING, SEWING, EMBROIDERY, CLOTHING CONSTRUCTION, FIBER AND TEXTILE ART, JEWELRY MAKING, BEADING, PRINTMAKING, MIXED MEDIA, SEASONAL CRAFTS, CHOREOGRAPHY, CHINESE DANCE, CHORUS, DOCUMENTARY THEATER, AND DRAMA. IN FY 2024, MAW SERVED 944 OLDER ADULTS THROUGH 4,585 ARTS EDUCATION CLASSES.2) CARTER BURDEN GALLERY: THE CARTER BURDEN GALLERY SHOWCASES THE TALENTS OF NEW YORK CITY'S SEASONED PROFESSIONAL ARTISTS, FOCUSING SOLELY ON THE DYNAMIC CREATIONS OF THOSE OVER 60 TO CHALLENGE AGEISM IN THE ARTS. IT OFFERS THESE ARTISTS A PLATFORM TO DISPLAY THEIR WORK, ASSISTANCE WITH DIGITAL MARKETING, AND OPPORTUNITIES TO CONNECT WITH FELLOW CREATIVES. IN FY 2024, THE GALLERY: A) FEATURED 234 ARTISTS THROUGH 25 EXHIBITS. B) PROVIDED 51ARTISTS WITH TECHNICAL ASSISTANCE. C) SOLD 72 PIECES BY 65 ARTISTS.2. HEALTH AND WELLNESS: CBN'S HEALTH AND WELLNESS PROGRAM PROMOTES HEALTH EQUITY THROUGH ROBUST EDUCATIONAL WORKSHOPS, PHYSICAL FITNESS ACTIVITIES, EVIDENCE-BASED COURSES, AND HEALTH SCREENINGS. DURING THE PROGRAM YEAR, HEALTH AND WELLNESS ACTIVITIES AT COVELLO OAC INCLUDED FITNESS CLASSES, HEALTH MANAGEMENT WORKSHOPS, NUTRITION EDUCATION, HEALTH-CENTERED TECHNOLOGY EDUCATION, AND EVIDENCE-BASED FALLS PREVENTION COURSES. IN FY 2024, ACROSS CBN'S FOUR OACS, THE HEALTH AND WELLNESS PROGRAM:1) SERVED 1,662 PARTICIPANTS THROUGH HEALTH MANAGEMENT WORKSHOPS.2) SERVED 896 PARTICIPANTS THROUGH FITNESS CLASSES. 3) SERVED 162 PARTICIPANTS THROUGH EVIDENCE-BASED FALLS PREVENTION COURSES.4) SERVED 715 PARTICIPANTS THROUGH NUTRITION EDUCATION.FITNESS CLASSES INCLUDE ZUMBA, GYM TRAINING, TAI CHI FOR ARTHRITIS, HEALTHY CLAPPING, AND YOGA. HEALTH AND WELLNESS UNIQUELY OFFERS HYBRID VIRTUAL/IN-PERSON ARTS AND FITNESS PROGRAMMING TO BETTER MEET THE DIVERSE PREFERENCES AND ACCESSIBILITY NEEDS OF CLIENTS, WHILE PROMOTING AMORE COHESIVE OAC COMMUNITY FOR THOSE ATTENDING ON-SITE AND VIRTUALLY.3. VOLUNTEER SERVICES: CBN'S NETWORK OF DEDICATED VOLUNTEERS PROVIDE VITAL SUPPORT ACROSS CBN'S PROGRAMS, BRINGING THEIR EXPERTISE, DEDICATION, AND WARMTH IN SERVICE OF NEW YORK CITY'S OLDER ADULTS. IN FY 2024:1) 2,033 VOLUNTEERS PROVIDED 16,124.95 HOURS OF SERVICE, VALUED AT $540,024.58: A) 782 INTERGENERATIONAL VOLUNTEERS PROVIDED 5,609.25 HOURS OF SERVICE B) 299 CORPORATE VOLUNTEERS PROVIDED 925 HOURS OF SERVICE C) 1,476 INDIVIDUAL VOLUNTEERS PROVIDED 9,590.70 HOURS OF SERVICE2) CBN'S VOLUNTEER SERVICES DEPARTMENT OVERSAW 23 TAILORED VOLUNTEER EVENTSCBN'S DEDICATED VOLUNTEERS PROVIDED SUPPORT WITH MEAL SERVICES, FRIENDLY VISITING, GROCERY SHOPPING ASSISTANCE, TELE-FRIEND, CLASS INSTRUCTION, GARDEN AND FACILITY BEAUTIFICATION, SOCIALIZATION OPPORTUNITIES, AND SPECIAL EVENTS. 6255815 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X LOY MULYAGONJA 2128797400 415 E 73RD STREET NEW YORK NY 10021 JEFFREY WEBER CHAIR 2.00 X X 0 0 0 MARGARET SMITH VICE CHAIR 2.00 X X 0 0 0 PRITHA MITTAL VICE CHAIR 2.00 X X 0 0 0 CATHERINE SIDAMON-ERISTOFF VICE CHAIR 2.00 X X 0 0 0 JOHANNA ASHBY SECRETARY 2.00 X X 0 0 0 GILBERT DUNHAM TREASURER 2.00 X X 0 0 0 SARA BOTT MEMBER 2.00 X 0 0 0 SUSAN BURDEN MEMBER 2.00 X 0 0 0 KATHRYN CASHMAN MEMBER 2.00 X 0 0 0 MARY CONNELLY MEMBER 2.00 X 0 0 0 ANNE DAVIDSON MEMBER 2.00 X 0 0 0 ROBERT FREEDMAN MEMBER 2.00 X 0 0 0 PATRICK MURPHY MEMBER 2.00 X 0 0 0 MIRIAM WALLERSTEIN MEMBER 2.00 X 0 0 0 ROBIN BELL-STEVENS MEMBER 2.00 X 0 0 0 JOSHUA KARLIN MEMBER 2.00 X 0 0 0 JUDITH WOODARD MEMBER 2.00 X 0 0 0 KRUTIN SHAH MEMBER 2.00 X 0 0 0 GREGORY PETERSON MEMBER 2.00 X 0 0 0 RANDY GLICK MEMBER 2.00 X 0 0 0 JOY SALVADOR MEMBER 2.00 X 0 0 0 DANIEL BAKER MEMBER 2.00 X 0 0 0 LORI PENNAY MEMBER 2.00 X 0 0 0 SOPHIE GARRICK MEMBER 2.00 X 0 0 0 DUANE HAMPTON MEMBER (RESIGNED DEC 2023) 2.00 X 0 0 0 SALLY PHIPPS MEMBER (RESIGNED DEC 2023) 2.00 X 0 0 0 ELINA ONITSKANSKY MEMBER (RESIGNED DEC 2023) 2.00 X 0 0 0 WILLIAM DIONNE EXECUTIVE DIR. 35.00 X 294898 0 28668 LOY MULYAGONJA CFO 50.00 X 151244 0 23060 MARLENA VACCARO ASSOC. EXEC. DIR. 35.00 X 137684 0 22484 VELDA MURAD ASSOC. EXEC. DIR. 32.00 X 126058 0 29 PATRICIA MAYS DIRECTOR OF DEVELOPMENT AND COMMUNICATIONS 35.00 X 104228 0 20721 RHONA RICHARDS CONTROLLER 35.00 X 104281 0 20835 918393 0 115797 6 0 1 0 DEGA SYSTEMS 350 7TH AVENUE RM 307 NEW YORK NY 10001 OUTSOURCED IT SVCS 102665 1 4857891 1394003 6251894 PROGRAM FEES 624100 72559 72559 72559 271652 271652 538190 16888 521302 521302 521302 7117407 72559 0 792954 512246 362766 149480 3719871 3071920 364757 283194 121897 102809 9067 10021 778463 664146 71010 43307 303005 229576 45657 27772 13769 13769 50000 50000 74092 74092 67161 67161 487996 416154 64566 7276 106998 96049 6180 4769 111854 90592 14958 6304 598478 404460 116042 77976 25524 23577 1947 127871 66878 30496 30497 91766 72660 15278 3828 MEALS PROGRAM 677014 677014 EQUIPMENT 219078 189129 23076 6873 OTHER PROGRAM EXPENSES 124633 124544 89 OTHER EXPENSES 31263 15664 7244 8355 47110 10643 5290 31177 8290089 6255815 1269264 765010 1415035 658852 28886 28105 1631809 710403 75881 23345 15708 59248 1678311 1010698 795484 667613 9819058 10347521 3210541 3801131 16992402 16296218 1012683 406716 339701 349245 4196 4196 3218526 3937765 4575106 4697922 X 8608169 7640061 3809127 3958235 12417296 11598296 16992402 16296218 -1172682 353682 0 X 0 1 X 1 1 1 X 5448716 5395235 7660433 6910837 6251894 31667115 1685982 1810655 1647302 1687346 1631285 8462570 7134698 7205890 9307735 8598183 7883179 40129685 40129685 286271 230837 215052 279280 271652 1283092 41412777 577686 0.96900 0.96700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3454781 356652 138189 3673244 3324258 280188 149665 3454781 3955039 -479435 151346 3324258 3448997 638922 132880 3955039 3290355 283492 124850 3448997 1.00000 0 0 1329076 661463 667613 180476 180476 0 168759 168759 0 667613 SECURITY DEPOSIT 22256 OPERATING LEASE RIGHT USE OF ASSET 3778875 3801131 OPERATING LEASE LIABITLITY 3937765 3937765 X 9105032 353682 1701104 2054786 7050246 67161 67161 7117407 9924032 1701104 1701104 8222928 67161 67161 8290089 PART IV, LINE 2B: THE ORGANIZATION PROVIDES A MONEY MANAGEMENT ASSISTANCE PROGRAM TO THE HOMEBOUND AND ELDERLY. AS PART OF THE PROGRAM, THE ORGANIZATION MAINTAINS A BANK ACCOUNT ON BEHALF OF ITS CLIENTS. PART V, LINE 4: CBN MAINTAINS DONOR-RESTRICTED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDED JUNE 30, 2021 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X X 1 THE JFM GROUP LLC 1661 10TH AVE FL1 BROOKLYN NY 11215 FR CONSULTANT 0 578020 74000 504020 578020 74000 504020 NY X X X 0 0 0 0 0 0 0 0 0 WILLIAM DIONNE EXECUTIVE DIR. 294898 0 0 0 0 0 13338 0 15330 0 323566 0 0 0 LOY MULYAGONJA CFO 151244 0 0 0 0 0 7695 0 15365 0 174304 0 0 0 MARLENA VACCARO ASSOC. EXEC. DIR. 137684 0 0 0 0 0 7141 0 15343 0 160168 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED A DRAFT OF THE FORM 990 WITH THE AUDIT/EXECUTIVE COMMITTEE AND PROVIDED EDITS TO THE TAX PREPARER. AFTER THIS PROCESS WAS PERFORMED, THE FORM 990 WAS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A BOARD APPROVED CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTEREST PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARIES BASED ON A RECOGNIZED STUDY AND REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR TO DETERMINE IF THE EXISTING SALARY FALLS WITHIN THESE RANGES. AFTER A DELIBERATION OF THIS MATTER, A NEW PROPOSED SALARY AND BENEFIT PACKAGE IS VOTED ON. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.