2026-02-26T11:20:15-06:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-07-01 237129499 CARTER BURDEN NETWORK INC CART 2128797400 415 E 73RD STREET NEW YORK NY 10021 WILLIAM DIONNE EXECUTIVE DIRECTOR 2128797400 2026-02-26 1 0 MARQUS WHITE P00053187 2126857000 2026-02-05 2024 2025-03-06 01:10:19Z WILLIAM DIONNE 415 E 73RD STREET NEW YORK NY 10021 11424046 0 X CARTERBURDENNETWORK.ORG X 1971 NY OLDER ADULT CENTERS, SOCIAL SERVICES, ARTS & CULTURE; VOLUNTEER SERVICES, HEALTH & WELLNESS 24 24 137 3333 0 0 6251894 8839177 72559 346953 792954 787390 0 0 7117407 9973520 0 0 0 0 5435482 7523121 74092 41000 693552 2780515 3682676 8290089 11246797 -1172682 -1273277 16296218 15274211 4697922 4677314 11598296 10596897 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 4744483 323035 OLDER ADULT CENTERS (OACS):CBN OPERATES FOUR OLDER ADULT CENTERS (OACS) IN EAST HARLEM, THE UPPER EAST SIDE, AND ROOSEVELT ISLAND, SERVING AS VITAL COMMUNITY RESOURCE CENTERS. THESE CENTERS SERVE A CULTURALLY DIVERSE COMMUNITY BY PROVIDING ESSENTIAL MEALS ALONG WITH COMPREHENSIVE PROGRAMMING DESIGNED TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS. IN FY 2025, CBN'S OACS:- SERVED 3,516 UNIQUE CLIENTS, THE MAJORITY OF WHOM ATTENDED THE CENTERS MULTIPLE TIMES EACH WEEK. - PROVIDED 2,849 UNIQUE CLIENTS WITH 108,812 CONGREGATE MEALS ADDRESSING PREVALENT FOOD INSECURITY AND ISOLATION. - SERVED 5% MORE UNIQUE CLIENTS, 720 OLDER ADULTS PARTICIPATED IN 933 TECHNOLOGY CLASSES, HELPING THEM TO INDEPENDENTLY TRAVERSE THE DIGITAL DIVIDE.- PROVIDED 703 UNIQUE CLIENTS WITH 3,218 CASE ASSISTANCE CONTACTS, HELPING 24% MORE CLIENTS TO ACCESS BENEFITS AND MEET PRACTICAL AND EMOTIONAL NEEDS COMPARED WITH THE PREVIOUS FISCAL YEAR.- PROVIDED 679 UNIQUE CLIENTS WITH 1,043 INFORMATION AND REFERRAL CONTACTS FROM OUR SOCIAL SERVICE PROGRAMS TO CONNECT THEM TO COMMUNITY RESOURCES, REPRESENTING A 29% INCREASE IN UNIQUE CLIENTS COMPARED WITH THE PREVIOUS FISCAL YEAR. 3783904 12399 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 COMPREHENSIVE SOCIAL SERVICES PROGRAMMING THROUGH ITS OLDER ADULT CENTERS (OACS), OFFICE LOCATIONS, HOME VISITS, AND PHONE SUPPORT. OUR CASE MANAGEMENT AND SOCIAL SERVICE UNITS PROVIDE A WIDE RANGE OF SERVICES IN ENGLISH, SPANISH, MANDARIN, CANTONESE, AND KOREAN ACROSS UPPER MANHATTAN AND ROOSEVELT ISLAND. WE FACILITATE DIRECT INTERVENTIONS THAT INCLUDE BENEFITS ASSISTANCE, ADVOCACY, SUPPORTIVE COUNSELING, AND END-OF-LIFE PLANNING. ADDITIONALLY, WE PROVIDE SPECIALIZED REFERRALS FOR MENTAL HEALTHCARE, ELDER JUSTICE, MEAL DELIVERY FOR HOMEBOUND CLIENTS, HOMECARE SERVICES, AND LEGAL SUPPORT. 649551 11519 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. MAW ALSO LAUNCHED ITS STUDENT ART GALLERY DISPLAYING WORKS OF ART CREATED AT COVELLO OAC'S ART CLASSES; RECEPTIONS ARE HELD MONTHLY. IN FY 2025, MAW SERVED 1,030 OLDER ADULTS THROUGH 4,328 ARTS EDUCATION CLASSES.2) CARTER BURDEN GALLERY: THE CARTER BURDEN GALLERY SHOWCASES THE TALENTS OF NEW YORK CITY'S SEASONED PROFESSIONAL ARTISTS, AND GIVES A VOICE TO NEW YORK CITY'S REEMERGING OLDER PROFESSIONAL ARTISTS, EXCLUSIVELY FEATURING THE VIBRANT WORK OF ARTISTS OVER THE AGE OF 60. THE GALLERY PROVIDES THESE ARTISTS WITH SPACE TO EXHIBIT THEIR WORK, SUPPORT WITH DIGITAL MARKETING, AND CONNECTIONS TO PEERS. IN FY 2025, THE GALLERY:- FEATURED 140 ARTISTS THROUGH 23 EXHIBITS.- PROVIDED 43 ARTISTS WITH TECHNICAL ASSISTANCE- SOLD 47 PIECES BY 39 ARTISTS COMMUNITY ELDER MISTREATMENT AND ABUSE PREVENTION PROGRAM (CEMAPP)THE CBN COMMUNITY ELDER MISTREATMENT AND ABUSE PREVENTION PROGRAM (CEMAPP) WORKS WITH OLDER ADULTS THROUGHOUT MANHATTAN WHO EXPERIENCE ELDER ABUSE. THE UNIT OFFERS SERVICES IN ENGLISH AND SPANISH, INCLUDING SAFETY PLANNING, CRISIS AND SUPPORTIVE COUNSELING, COURT ADVOCACY, LEGAL GUIDANCE, AND COORDINATION WITH POLICE. AS THE NYC AGING-CONTRACTED PROVIDER FOR ELDER JUSTICE SERVICES ACROSS MANHATTAN, IN FY 2025, CBN'S CEMAPP PROGRAM:- SERVED 496 UNIQUE CLIENTS OVERALL- PROVIDED 368 UNIQUE CLIENTS WITH 3,363 CASE ASSISTANCE CONTACTS- PROVIDED 211 UNIQUE CLIENTS WITH 1,740 COUNSELING CONTACTS- PROVIDED 128 ELDER JUSTICE EDUCATION PRESENTATIONS, REACHING 1,100 COMMUNITY MEMBERS AND 100 PROFESSIONALS. 1). SOCIAL SERVICE UNIT: IN FY25, CBN'S SOCIAL SERVICE UNIT SERVED 171 AMBULATORY AND HOMEBOUND OLDER ADULTS ON THE UPPER EAST SIDE VIA 6,153 CASE ASSISTANCE CONTACTS AND 2,564 INFORMATION AND REFERRAL CONTACTSTHE 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 FY 2025, THE ANDREW FUND PROVIDED FINANCIAL ASSISTANCE TOTALING $40,071, SUPPORTING 45 OLDER ADULT PET PARENTS IN CARING FOR 82 PETS, MANY OF WHOM ARE EMOTIONAL SUPPORT COMPANIONS.2) 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. IN FY 2025, CBN'S CASE MANAGEMENT UNIT PROVIDED 6,900 CASE MANAGEMENT HOURS TO 395 HOMEBOUND SENIORS. HEALTH AND WELLNESS: CBN'S HEALTH AND WELLNESS PROGRAM CHAMPIONS HEALTH EQUITY BY OFFERING A DYNAMIC ARRAY OF EDUCATIONAL WORKSHOPS, ENGAGING PHYSICAL FITNESS ACTIVITIES, EVIDENCE-BASED COURSES, AND VITAL HEALTH SCREENINGS. THIS COMPREHENSIVE INITIATIVE IS DESIGNED TO EMPOWER AN INCREASING NUMBER OF OLDER ADULTS TO TAKE CONTROL OF THEIR HEALTH MANAGEMENT JOURNEY. 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 2025, ACROSS CBN'S FOUR OACS, THE HEALTH AND WELLNESS PROGRAM:- SERVED 2,502 PARTICIPANTS THROUGH HEALTH MANAGEMENT WORKSHOPS- SERVED 1,679 PARTICIPANTS THROUGH FITNESS CLASSES - SERVED 270 PARTICIPANTS THROUGH EVIDENCE-BASED FALLS PREVENTION COURSES- SERVED 886 PARTICIPANTS THROUGH NUTRITION EDUCATIONFITNESS 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 A MORE COHESIVE OAC COMMUNITY FOR THOSE ATTENDING ON-SITE AND VIRTUALLY. CBN HAS ALSO STARTED THE YEAR-LONG CDC NATIONAL DIABETES PREVENTION PROGRAM AT LEONARD COVELLO OLDER ADULT CENTER. CBN HAS RECEIVED PENDING CDC DESIGNATION AS A DIABETES PREVENTION CENTER. VOLUNTEER SERVICES: CBN'S INCREDIBLE NETWORK OF DEDICATED VOLUNTEERS PLAYS A CRUCIAL ROLE IN SUPPORTING OUR PROGRAMS, INFUSING THEM WITH EXPERTISE, COMMITMENT, AND WARMTH FOR NEW YORK CITY'S OLDER ADULTS. IN FY 2025:- 3,333 VOLUNTEERS PROVIDED 20,461.39 HOURS OF SERVICE, VALUED AT $801,063.42- 915 INTERGENERATIONAL VOLUNTEERS PROVIDED 7,587.25 HOURS OF SERVICE- 413 CORPORATE VOLUNTEERS PROVIDED 1,366.75 HOURS OF SERVICE- 2,005 INDIVIDUAL VOLUNTEERS PROVIDED 11,507.39 HOURS OF SERVICE- CBN'S VOLUNTEER SERVICES DEPARTMENT OVERSAW 34 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. 9177938 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 51 0 1 137 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 RANDY GLICK CHAIRMAN 2.00 X X 0 0 0 JEFFREY WEBER VICE CHAIRPERSON 2.00 X X 0 0 0 CATHERINE SIDAMON-ERISTOFF VICE CHAIRPERSON 2.00 X X 0 0 0 MARGARET SMITH VICE CHAIRPERSON 2.00 X X 0 0 0 GILBERT DUNHAM TREASURER 2.00 X X 0 0 0 JOHANNA ASHBY SECRETARY 2.00 X X 0 0 0 DANIEL J BAKER MEMBER 2.00 X 0 0 0 ROBIN BELL-STEVENS MEMBER 2.00 X 0 0 0 SARA T BOTT MEMBER 2.00 X 0 0 0 SUZAN L BURDEN MEMBER 2.00 X 0 0 0 KATHRYN CASHMAN MEMBER 2.00 X 0 0 0 MARY Q CONNELLY MEMBER 2.00 X 0 0 0 ANNE S DAVIDSON MEMBER 2.00 X 0 0 0 ROBERT M FREEDMAN MEMBER 2.00 X 0 0 0 VLADIMIRA JAKUBIKOVA MEMBER 2.00 X 0 0 0 JOSHUA S KARLIN MEMBER 2.00 X 0 0 0 PRITHA J MITTAL MEMBER 2.00 X 0 0 0 PATRICK M MURPHY MEMBER 2.00 X 0 0 0 LORI PENNAY MEMBER 2.00 X 0 0 0 GREGORY J PETERSON MEMBER 2.00 X 0 0 0 JOY SALVADOR MEMBER 2.00 X 0 0 0 KRUTIN SHAH MEMBER 2.00 X 0 0 0 ALAINA WALUK MEMBER 2.00 X 0 0 0 MEGHAN WILLIAMS MEMBER 2.00 X 0 0 0 JUDITH WOODARD MEMBER (THROUGH 2/25) 2.00 X 0 0 0 SOPHIE GARRICK MEMBER (THROUGH 6/25 2.00 X 0 0 0 MIRRIAM WALLERSTEIN MEMBER (THROUGH 12/23) 2.00 X 0 0 0 WILLIAM DIONNE EXECUTIVE DIRECTOR 35.00 X 294544 0 30970 LOY MULYAGONJA CHIEF FINANCIAL OFFICER 50.00 X 153647 0 24125 MARLENA VACCARO ASSOC. EXEC. DIR. 35.00 X 143709 0 23384 PATRICIA MAYS CHIEF DEVELOPMENT AND COMMUNICATIONS OFFICER 35.00 X 102336 0 21417 RHONA RICHARDS CONTROLLER 35.00 X 109122 0 21799 ALEXANDRA JURENKO MANAGING DIRECTOR SOCIAL SERVICES 35.00 X 119377 0 6033 922735 0 127728 6 0 1 0 SEARCH & CARE INC 207 EAST 94TH ST MEZZANINE NEW YORK NY 10128 CASE MANAGEMENT SUBCONTRACT - PROVIDE C 252525 DEGA SYSTEMS 350 7TH AVENUE RM 307 NEW YORK NY 10001 OUTSOURCED IT SVCS 142908 2 7716842 1122335 5755 8839177 PROGRAM FEES 624100 346953 346953 346953 258854 258854 1979062 1450526 528536 528536 528536 9973520 346953 0 787390 522726 372746 149980 5341173 4633323 356146 351704 152671 127511 15396 9764 1083195 933984 94914 54297 423356 345031 45266 33059 3697 3697 102500 102500 41000 41000 71542 71542 1058153 941292 110351 6510 119064 109669 8114 1281 131404 112829 14114 4461 496120 428219 67533 368 29400 25833 3567 109952 79456 30496 97332 79037 14789 3506 MEALS PROGRAM 781129 781129 EQUIPMENT 411168 378424 30934 1810 OTHER PROGRAM EXPENSES 174502 174502 OTHER EXPENSES 46480 15312 29800 1368 50233 12387 3402 34444 11246797 9177938 1375307 693552 658852 46890 28105 27912 710403 1619005 23345 142462 59248 10268 1678311 1120650 667613 557661 10347521 9360611 3801131 3509402 16296218 15274211 406716 670794 349245 353901 4196 0 3937765 3652619 4697922 4677314 X 7640061 6464699 3958235 4132198 11598296 10596897 16296218 15274211 -1273277 271878 0 X 0 1 X 1 1 1 X 5395235 7660433 6910837 6251894 8839177 35057576 1810655 1647302 1687346 1631285 1631285 8407873 7205890 9307735 8598183 7883179 10470462 43465449 43465449 230837 215052 279280 271652 258854 1255675 44721124 731676 0.97190 0.96900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3673244 398152 145400 3925996 3454781 356652 138189 3673244 3324258 280188 149665 3454781 3955039 -479435 151346 3324258 3448997 638922 132880 3955039 1.00000 0 0 1329076 771415 557661 180476 180476 0 168759 168759 0 557661 SECURITY DEPOSIT 22256 OPERATING LEASE RIGHT USE OF ASSET 3487146 3509402 OPERATING LEASE LIABITLITY 3652619 3652619 X 11890095 271878 1716239 1988117 9901978 71542 71542 9973520 12891494 1716239 1716239 11175255 71542 71542 11246797 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, 2022 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 541081 41000 500081 541081 41000 500081 NY X X X 0 0 0 0 0 0 0 0 0 WILLIAM DIONNE EXECUTIVE DIRECTOR 294544 0 0 0 0 0 14896 0 16074 0 325514 0 0 0 LOY MULYAGONJA CHIEF FINANCIAL OFFICER 153647 0 0 0 0 0 8016 0 16109 0 177772 0 0 0 MARLENA VACCARO ASSOC. EXEC. DIR. 143709 0 0 0 0 0 7310 0 16074 0 167093 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.