2025-01-30T13:40:58-06:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-07-01 132947616 SERVICE PROGRAM FOR OLDER PEOPLE INC SERV 2127877120 302 WEST 91 STREET NEW YORK NY 10024 CATHERINE THURSTON CHIEF EXECUTIVE OFFICER 2127877120 2025-01-30 1 1 EVA MRUK P00543254 2122862600 2025-01-30 2023 2025-03-06 01:10:19Z CATHERINE THURSTON 302 WEST 91 STREET NEW YORK NY 10024 6449266 0 X WWW.SPOP.ORG X 1979 NY TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS AND TO FOSTER THEIR INDEPENDENT LIVING THROUGH THE DELIVERY OF COMPREHENSIVE MENTAL HEALTH AND SUPPORTIVE SERVICES, ADVOCACY AND EDUCATION. 17 17 60 20 0 0 3814263 3901999 2479381 2309064 52837 79649 160610 158554 6507091 6449266 0 0 0 0 4695019 4922989 0 0 99062 1283372 1355195 5978391 6278184 528700 171082 7522403 7539515 2391599 2131033 5130804 5408482 SERVICE PROGRAM FOR OLDER PEOPLE, INC.'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS AND TO FOSTER THEIR INDEPENDENT LIVING THROUGH THE DELIVERY OF COMPREHENSIVE MENTAL HEALTH AND SUPPORTIVE SERVICES, ADVOCACY AND EDUCATION. 0 0 3979424 0 1950003 MENTAL HEALTH CLINIC: THE CLINIC PROVIDES MENTAL HEALTH CARE TO OLDER ADULTS, 55 AND OVER, EITHER IN OUR 91ST STREET OFFICE, IN THEIR HOMES, OR AT SATELLITE LOCATIONS THROUGHOUT MANHATTAN AND DOWNTOWN BROOKLYN, THE BRONX AND VIA TELEHEALTH. IN ADDITION TO THE PARTICIPANT REVENUE, THIS PROGRAM IS SUPPORTED BY GOVERNMENT CONTRACTS, INCLUDING NYC DEPARTMENT OF HEALTH & MENTAL HYGIENE AND NYC AGING AND PRIVATE FOUNDATIONS. SERVICES INCLUDE PSYCHIATRIC ASSESSMENTS AND EVALUATIONS, HEALTH SCREENINGS, INDIVIDUAL AND GROUP PSYCHOTHERAPY, MEDICATION MANAGEMENT, COORDINATION OF PHYSICAL AND MENTAL HEALTH CARE, AND SPECIALIZED SUBSTANCE ABUSE COUNSELING. THE CLINIC PROVIDES OVER 19,956 VISITS ANNUALLY TO 603 CLIENTS. THE CLINIC IS LICENSED BY THE NEW YORK STATE OFFICE OF MENTAL HEALTH. 831226 0 517615 PERSONALIZED RECOVERY ORIENTED SERVICES (PROS): PROS IS A COMPREHENSIVE RECOVERY ORIENTED PROGRAM FOR INDIVIDUALS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. THIS PROGRAM RECEIVES ONGOING SUPPORT FROM GOVERNMENT GRANTS AND FOUNDATIONS AND WE BILL FOR SERVICES. THE ORGANIZATION'S PROS PROGRAM IS THE ONLY ONE IN NEW YORK STATE DEDICATED TO EXCLUSIVELY SERVING OLDER ADULTS 55 AND OLDER. THE PROGRAM IS DESIGNED TO PROMOTE RECOVERY AND REHABILITATION, HEALTH AND WELLNESS, ACHIEVEMENT OF LIFE GOALS, SUCCESSFUL MANAGEMENT OF SYMPTOMS OF MENTAL ILLNESS AND INDEPENDENT LIVING AND INTEGRATION INTO THE COMMUNITY. PROS IS LICENSED BY THE NEW YORK STATE DEPARTMENT OF MENTAL HEALTH. 127000 0 0 GERIATRIC MENTAL HEALTH INITIATIVE: PROVIDES DEPRESSION AND SUBSTANCE USE SCREENING AND COUNSELING TO HOMEBOUND CLIENTS. SPOP PROVIDES BEREAVEMENT SUPPORT SERVICES FOR ADULTS OF ALL AGES. WE OFFER GROUP AND INDIVIDUAL SUPPORT TO RECENTLY WIDOWED PERSONS. IN ADDITION, THROUGH OUR EDUCATION AND TRAINING PROGRAM, WE OFFER EDUCATION AND TRAINING SESSIONS ON MENTAL HEALTH AND AGING ISSUES IN THE COMMUNITY. 355121 0 0 355121 5292771 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X JOHNNY LEE CFO 2127877120 302 WEST 91 STREET NEW YORK NY 10024 MEAGHAN ATKINSON ESQ PRESIDENT 2.00 X X 0 0 0 DENNIS MCGETTIGAN VICE PRESIDENT 1.00 X X 0 0 0 BROOKE KENNY TREASURER 1.00 X X 0 0 0 LAURA WADE WEST ESQ SECRETARY 1.00 X X 0 0 0 DIANE ADLER DIRECTOR 1.00 X 0 0 0 LOIS F AKNER LCSW DIRECTOR 1.00 X 0 0 0 JILLIAN BERMAN ESQ DIRECTOR 1.00 X 0 0 0 PATRICIA A CALDWELL DIRECTOR 1.00 X 0 0 0 MICHAEL CHEN DIRECTOR 1.00 X 0 0 0 ANN HUGHES CLOKE MPA DIRECTOR 1.00 X 0 0 0 AVIVA LIPKIN DIRECTOR 1.00 X 0 0 0 ZHANNA KANDEL DIRECTOR 1.00 X 0 0 0 CAROLYN K MCCANDLESS DIRECTOR 1.00 X 0 0 0 SCOTT PREISS ESQ DIRECTOR 1.00 X 0 0 0 KATHERINE RAPPOPORT DIRECTOR 1.00 X 0 0 0 SONA SHAH DIRECTOR 1.00 X 0 0 0 KRISTA L WHITE ESQ DIRECTOR 1.00 X 0 0 0 JOHNNY V LEE CHIEF FINANCIAL OFFICER 35.00 X 159750 0 25026 NANCY HARVEY CHIEF EXECUTIVE OFFICER THRU JUN 2024 35.00 X 291223 0 50691 CATHERINE THURSTON CEO EFF JUL 2024/CPO THRU JUN 2024 35.00 X 174274 0 34623 DR EEVA MIKKOLA CHIEF MEDICAL DIRECTOR 26.00 X 167508 0 72453 STEPHEN BERAMSINGH SR. VP ADMINISTRATION 35.00 X 144490 0 10255 MITCHELL BUTIN PSYCHIATRIST 22.00 X 169320 0 26910 1106565 0 219958 6 0 1 0 MILLIN ASSOCIATES LLC 303 MERRICK AVENUE SUITE 401 LYNBROOK NY 11563 BILLING MANAGEMENT 100371 1 3173171 728828 3901999 MEDICAID/MEDICARE 624100 2225115 2225115 PARTICIPANT FEES 624100 83949 83949 2309064 79649 79649 TRAININGS AND MEDICAL 900099 158554 158554 158554 6449266 2467618 0 79649 817753 639297 166526 11930 3201769 2775681 348262 77826 140869 117482 22049 1338 391733 324730 63023 3980 370865 304861 62016 3988 31500 20200 11300 295157 270074 25083 4429 1504 2925 97121 71366 25755 96601 86698 9903 517290 425838 91452 1678 290 1388 15820 15820 51498 42472 9026 BAD DEBT 147613 147613 FOOD 36625 34241 2384 MAINTENANCE/EQUIPMENT 27201 14823 12378 DUES AND SUBSCRIPTIONS 22410 11091 11319 10252 4510 5742 6278184 5292771 886351 99062 330090 80027 4155423 4123483 171814 40000 560773 1336832 54274 53759 812593 771293 22669 41300 274323 345009 1953037 1519105 7522403 7539515 348546 392686 2043053 1738347 2391599 2131033 X 4893304 5045357 237500 363125 5130804 5408482 7522403 7539515 171082 106596 0 X X 0 1 X 1 0 X 3637962 3875031 3398829 3814263 3901999 18628084 3637962 3875031 3398829 3814263 3901999 18628084 335498 18292586 26507 11386 3858 52837 79649 174237 14144 4076 18220 18820541 11881855 0.97190 0.98310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: UBIT REFUND - 2019 AMOUNT: $ 14,144. 2020 AMOUNT: $ 4,076. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1634499 39997 149111 1823607 1430106 127132 77261 1634499 858554 600378 -28826 1430106 847168 11386 858554 805117 24800 17251 847168 1.00000 0 0 473192 445192 28000 339401 326101 13300 41300 RIGHT OF USE ASSETS-OPERATING LEASE 1456661 SECURITY DEPOSIT 62444 1519105 LEASE LIABILITY 1541472 DUE TO CONTRACTING AGENCIES 196875 1738347 X 6555862 106596 106596 6449266 0 6449266 6278184 0 6278184 0 6278184 PART V, LINE 4: SPOP MAINTAINS A BOARD-DESIGNATED ENDOWMENT FUND WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR FUTURE PROJECTS AND OPERATIONS. PART X, LINE 2: SPOP RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT SPOP HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. SPOP IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO FISCAL 2021. X X X X 0 0 0 0 0 0 0 1 0 NANCY HARVEY CHIEF EXECUTIVE OFFICER THRU JUN 2024 243723 0 25000 0 22500 0 13250 0 37441 0 341914 0 0 0 DR EEVA MIKKOLA CHIEF MEDICAL DIRECTOR 167508 0 0 0 0 0 9115 0 63338 0 239961 0 0 0 CATHERINE THURSTON CEO EFF JUL 2024/CPO THRU JUN 2024 164274 0 0 0 10000 0 8815 0 25808 0 208897 0 0 0 MITCHELL BUTIN PSYCHIATRIST 169320 0 0 0 0 0 7095 0 19815 0 196230 0 0 0 JOHNNY V LEE CHIEF FINANCIAL OFFICER 154750 0 0 0 5000 0 7626 0 17400 0 184776 0 0 0 STEPHEN BERAMSINGH SR. VP ADMINISTRATION 144490 0 0 0 0 0 7100 0 3155 0 154745 0 0 0 PART I, LINE 7 CHIEF EXECUTIVE OFFICER, NANCY HARVEY, RECEIVED A DISCRETIONARY BONUS THAT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, AS REPORTED IN PART II, COLUMN B(II). FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP: - PATRICIA A. CALDWELL AND DENNIS MCGETTIGAN - MEAGHAN ATKINSON, LAURA WADE WEST AND SONA SHAH FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND THE AUDIT AND FINANCE COMMITTEE OF THE BOARD. A COMPLETE COPY OF THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SPOP HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT PERTAINS TO THE BOARD OF DIRECTORS AND EMPLOYEES. IN THE EVENT A BOARD DIRECTOR OR EMPLOYEE BELIEVES THERE MAY BE A POTENTIAL CONFLICT OF INTEREST, HE/SHE MUST DISCLOSE THIS POTENTIAL CONFLICT TO THE ORGANIZATION. BOARD DIRECTORS AND THE CHIEF EXECUTIVE OFFICER (CEO) SHALL MAKE IMMEDIATE DISCLOSURE TO THE BOARD PRESIDENT. THE BOARD PRESIDENT SHALL DISCLOSE TO THE BOARD'S EXECUTIVE COMMITTEE. EMPLOYEES DISCLOSE TO THE CEO. IF THE PRESIDENT, EXECUTIVE COMMITTEE OR CEO, WHICHEVER APPLIES, DETERMINES THAT THERE IS A CONFLICT OF INTEREST, UNLESS OTHERWISE AUTHORIZED, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY TAKE NO PART IN THE ORGANIZATION'S DECISIONS TO WHICH THE CONFLICT RELATES. IN ADDITION, WITH REFERENCE TO EMPLOYEES, THE ACTIVITY GIVING RISE TO THE CONFLICT OF INTEREST MAY BE PROHIBITED BY THE CEO. WITH REFERENCE TO THE BOARD OF DIRECTORS, IF THE CONFLICT INVOLVES A MATTER THAT IS UNDER CONSIDERATION BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF, THE DIRECTOR SHALL NOT VOTE ON SUCH TRANSACTION OR ATTEMPT TO INFLUENCE THE DECISION DIRECTLY OR INDIRECTLY. IT IS THE RESPONSIBILITY OF ALL BOARD DIRECTORS TO FAMILIARIZE THEMSELVES AND COMPLY WITH THE POLICY. IN ADDITION TO THE APPROPRIATE DISCLOSURES REQUIRED BY THE POLICY, EACH BOARD MEMBER IS ANNUALLY REQUIRED TO READ THE POLICY AND TO SIGN A CONFLICT OF INTEREST FORM. COPIES OF ALL COMPLETED FORMS ARE MAINTAINED IN THE ORGANIZATION'S BOOKS AND RECORDS IN THE EXECUTIVE OFFICE. FORM 990, PART VI, SECTION B, LINE 15A FOR SERVICE PROGRAM FOR OLDER PEOPLE, INC. ("THE ORGANIZATION"), THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO) IS REVIEWED AND ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN FISCAL YEAR ENDING 6/30/2024, THE EXECUTIVE COMMITTEE HIRED A CONSULTING FIRM TO ANALYZE AND EVALUATE COMPARATIVE CEO'S SALARIES TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE DATA REVIEW, SUBSEQUENT DISCUSSION AND THE FINAL DETERMINATION OF EXECUTIVE COMPENSATION WERE RECORDED IN THE BOARD'S EXECUTIVE COMMITTEE MINUTES. THE PROCESS WAS LAST CONDUCTED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION POSTS ITS FINANCIAL STATEMENTS AND FORM 990 ON ITS WEBSITE AND IRS WEBSITE. IN ADDITION, THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS IS UNCHANGED FROM THE PROCESS UTILIZED IN THE PRIOR YEAR.