Civic Intelligence

The Mccarton Foundation for Developmental Disabilities Inc

EIN 02-0568114 • 501(c)3 • Bronx, NY

Profile

Mccarton foundation is a nonprofit organiztion on a mission to change the course of lives by bringing exceptional treatment and services to children with autism living in undeserved communities.

1909 Longfellow AvenueBronx, NY 10460

www.mccartonfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

1.02x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.52x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$207,658

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

11th percentile

-8.7%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-1.3%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$17,468,478

Down $1,658,732 (-8.7%) from 2023

Liabilities

Down

$17,785,149

Down $424,779 (-2.3%) from 2023

Net Assets

Down

-$316,671

Down $1,233,953 (-135%) from 2023

Revenue

Down

$11,686,417

Down $155,520 (-1.3%) from 2023

Expenses

Up

$12,920,370

Up $918,313 (+7.7%) from 2023

Net Income

Down

-$1,233,953

Down $1,073,833 (-671%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $53,287Liabilities 2010: $303,686Net Assets 2010: -$250,3992010Assets 2011: $224,472Liabilities 2011: $49,453Net Assets 2011: $175,0192011Assets 2012: $161,080Liabilities 2012: $22,901Net Assets 2012: $138,1792012Assets 2013: $133,649Liabilities 2013: $22,433Net Assets 2013: $111,2162013Assets 2014: $231,250Liabilities 2014: $31,661Net Assets 2014: $199,5892014Assets 2015: $8,981Liabilities 2015: $57,583Net Assets 2015: -$48,6022015Assets 2016: $86,575Liabilities 2016: $42,599Net Assets 2016: $43,9762016Assets 2017: $30,540Liabilities 2017: $47,492Net Assets 2017: -$16,9522017Assets 2018: $1,245,894Liabilities 2018: $108,769Net Assets 2018: $1,137,1252018Assets 2019: $469,173Liabilities 2019: $561,217Net Assets 2019: -$92,0442019Assets 2020: $1,575,487Liabilities 2020: $2,109,171Net Assets 2020: -$533,6842020Assets 2021: $2,852,729Liabilities 2021: $3,193,185Net Assets 2021: -$340,4562021Assets 2022: $3,244,437Liabilities 2022: $3,055,233Net Assets 2022: $189,2042022Assets 2023: $19,127,210Liabilities 2023: $18,209,928Net Assets 2023: $917,2822023Assets 2024: $17,468,478Liabilities 2024: $17,785,149Net Assets 2024: -$316,6712024

Highlighted filing

2024

Assets$17,468,478
Liabilities$17,785,149
Net Assets-$316,671

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,741,7702010Revenue 2011: $2,075,647Expenses 2011: $1,650,229Net Income 2011: $425,4182011Revenue 2012: $1,398,687Expenses 2012: $1,435,527Net Income 2012: -$36,8402012Revenue 2013: $973,140Expenses 2013: $1,000,103Net Income 2013: -$26,9632013Revenue 2014: $881,580Expenses 2014: $793,207Net Income 2014: $88,3732014Revenue 2015: -$6,211Expenses 2015: $184,481Net Income 2015: -$190,6922015Revenue 2016: $331,945Expenses 2016: $239,367Net Income 2016: $92,5782016Revenue 2017: $219,238Expenses 2017: $280,166Net Income 2017: -$60,9282017Revenue 2018: $1,968,069Expenses 2018: $813,992Net Income 2018: $1,154,0772018Revenue 2019: $2,115,673Expenses 2019: $3,344,842Net Income 2019: -$1,229,1692019Revenue 2020: $6,202,666Expenses 2020: $6,558,428Net Income 2020: -$355,7622020Revenue 2021: $6,603,484Expenses 2021: $6,410,256Net Income 2021: $193,2282021Revenue 2022: $10,690,517Expenses 2022: $9,434,594Net Income 2022: $1,255,9232022Revenue 2023: $11,841,937Expenses 2023: $12,002,057Net Income 2023: -$160,1202023Revenue 2024: $11,686,417Expenses 2024: $12,920,370Net Income 2024: -$1,233,9532024

Highlighted filing

2024

Revenue$11,686,417
Expenses$12,920,370
Net Income-$1,233,953

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$17.8$0.32$11.7$12.9$1.23
2023Detailed filing. Detailed filing data is available for this year.$19.1$18.2$0.92$11.8$12.0$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$3.06$0.19$10.7$9.43$1.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$3.19$0.34$6.60$6.41$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$2.11$0.53$6.20$6.56$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.56$0.09$2.12$3.34$1.23
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.11$1.14$1.97$0.81$1.15
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.05$0.02$0.22$0.28$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.04$0.04$0.33$0.24$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.06$0.05$0.01$0.18$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.20$0.88$0.79$0.09
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.13$0.02$0.11$0.97$1.00$0.03
2012Summary only. Only limited summary data is available for this year.$0.16$0.02$0.14$1.40$1.44$0.04
2011Summary only. Only limited summary data is available for this year.$0.22$0.05$0.18$2.08$1.65$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.30$0.25$1.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$11,686,417
Mission and Program Overview

Mission

Mccarton foundation is a nonprofit organiztion on a mission to change the course of lives by bringing exceptional treatment and services to children with autism living in undeserved communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$864,206$743,333▼ $120,873
Cash and Non-Interest-Bearing Accounts$1,333,043$623,513▼ $709,530
Land, Buildings, and Equipment, Net$298,166$273,399▼ $24,767
Prepaid Expenses and Deferred Charges$19,576$29,782▲ $10,206
Receivables From Officers Etc$11,750$26,500▲ $14,750
Pledges and Grants Receivable$621,855$24,759▼ $597,096
Total Assets$19,127,210$17,468,478▼ $1,658,732
Other Assets Total$15,978,614$15,747,192▼ $231,422
Liabilities
Other Liabilities$16,700,190$16,438,042▼ $262,148
Unsecured Notes Loans Payable$704,435$738,416▲ $33,981
Accounts Payable and Accrued Expenses$605,303$608,691▲ $3,388
Mortgage Notes Payable Secured by Investment Property$200,000--
Total Liabilities$18,209,928$17,785,149▼ $424,779
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$917,282$-316,671▼ $1,233,953
Total Net Assets Fund Balance$917,282$-316,671▼ $1,233,953
Total Liabilities and Net Assets / Fund Balance$19,127,210$17,468,478▼ $1,658,732

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$270,643$84,855$355,498
Equipment$2,756$16,905$19,661
Other Assets Org$15,687,692--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Whitney LoyCEOFT$207,658$207,658
Trevor WadleighCheif Operating OfficerFT$150,150$150,150
Cecelia Mccarton MdFounderFT$126,650$126,650
Vielka RemirezEarly Intervention Program DirectorFT$126,150$126,150
Jacob DavisDirector of People and CultureFT$122,842$122,842
Chris MarchantDirector of FinanceFT$120,573$120,573
Sara DaumClinical DirectorFT$107,692$107,692
Vivianet De La CruzTeacherFT$104,216$104,216

Board Members and Trustees

NameTitle
David RobbinsDirector
Gary MayersonDirector
John MizziDirector
Jonathan IzakDirector
Joseph GreenbaumDirector
Leena BhuttaDirector
Lindsey DerarisDirector
Matthew DiazDirector
Sigurd Ackerman MdDirector
Anatasia MoryakovaJunior Director
Dionne CrickJunior Director
Elias ExumJunior Director
Hannah Reed MdJunior Director
John MarvinJunior Director
Julie SeidelJunior Director
Matthew KingJunior Director
Meghan MulliganJunior Director
Rick LiJunior Director
Sarah MarcouxJunior Director
J Eric WiseSecretary
John RollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$481,905
Program Service Revenue
$11,191,018
Investment Income
$0
Other Revenue
$13,494
All Other Contributions
$150,615
Change in Net Assets
$-1,233,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,686,417
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,686,417
Total Revenue per Form 990
$11,686,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,218,026
Other Expenses$2,702,344
Total Fundraising Expense$94,541
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,635,607$1,107,849$57,355$7,800,811
Other Employee Benefits$1,149,443$191,906$9,935$1,351,284
Fees for Services Other$1,043,636$50,779$2,629$1,097,044
Current Officers, Directors, Trustees, and Key Employees$906,713$151,381$7,837$1,065,931
Occupancy$299,377$20,439$5,269$325,085
Office Expenses$223,314$14,487$2,382$240,183
Information Technology$153,335$10,814$1,777$165,926
Travel$88,942$14,849$769$104,560
Fees for Services Accounting$74,103$12,372$640$87,115
Insurance$69,569$4,902$805$75,276
All Other Expenses$18,324$11,780$206$30,310
Other Expenses$26,173$27,146$4,464$26,173
Depreciation Depletion$22,889$1,613$265$24,767
Interest$17,490$1,232$203$18,925
Fees for Services Legal$563$94$5$662
Total Functional Expenses$11,204,186$1,621,643$94,541$12,920,370

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,920,370
Total Expenses per Audited Statements$12,920,370
Total Expenses per Form 990$12,920,370
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$11,750$26,500▲ $14,750
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities, Long Term$15,256,060
Payable From Factoring Security Agreement$750,350
Lease Liabilities, Current$431,632
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Sigurd ackerman, m.d. And cecelia mccarton, m.d. Are related through marriage.

Form 990, Part VI, Section A, Line 7A

The members of the board can elect one or more members of the governing body. Each board member has the ability to cast one vote.

Form 990, Part VI, Section A, Line 7B

The decisions of the governing body are subject to approval by the board members.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the organization's management and their internal accountants. It is then routed to the audit committee for their review and approval. Once the audit committee is satisfied with form 990 as presented, the form is then filed.

Form 990, Part VI, Section B, Line 12C

The board of directors and management are required to sign a conflict of interest policy annually. Should a conflict arise amongst a board member, the conflict is addressed, discussed, and voted on by the non-conflicting members of the board without the conflicted board member present.

Form 990, Part VI, Section B, Line 15

The board of directors determines the compensation of officers and key employees by reviewing the compensation of similiar roles in non-profit organizations within the same geographical area from information available in the public domain and published compensation surveys.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policies are not made available to the public. The financial statements are available on the nys charities bureau website.

Filing and Contact Details

Filer

Filer Name
The Mccarton Foundation for
EIN
02-0568114
Phone
3474976210
Address
1909 LONGFELLOW AVENUE, BRONX, NY 10460

Signing Officer

Name
Whitney Loy
Title
Chief Executive Officer
Phone
3474976210
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Loy
Formed
2002
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
19
Employees
363
Volunteers
0

Preparer

Firm
Craig Fitzsimmons & Meyer Llp
Address
20 MANOR RD, SMITHTOWN, NY 11787
Preparer
Harry J Meyer CPA
Phone
6313601400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Mccarton is exempt from federal income tax under section 501(c)(3) of the internal revenue code and is publicly supported, as described in section 509(a). Mccarton is also exempt from state and local taxes. Mccarton evaluated for uncertain tax positions and has determined that there were no uncertain tax positions for 2024 and 2023. Mccarton files the irs form 990 and respective state tax returns. These returns are subject to review and examination by federal and state taxing authorities. Mccarton has determined that it has registered in all states where it is required to be registered. Returns filed for tax years ended on or after june 30, 2020 are subject to examination by federal and state authorities.

Raw XML AppendixShowing 400 of 662 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0MCCARTON FOUNDATION IS A NONPROFIT ORGANIZTION ON A MISSION TO CHANGE THE COURSE OF LIVES BY BRINGING EXCEPTIONAL TREATMENT AND SERVICES TO CHILDREN WITH AUTISM LIVING IN UNDESERVED COMMUNITIES.
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IRS990/Desc0THE MCCARTON FOUNDATION PROUDLY OPERATES MCCARTON CENTER BRONX, A DEVELOPMENTAL CENTER DEDICATED TO PROVIDING EARLY INTERVENTION SERVICES TO CHILDREN AND FAMILIES IN NEW YORK CITY'S MOST UNDERSERVED COMMUNITIES. APPROVED BY THE NEW YORK STATE DEPARTMENT OF HEALTH, THE CENTER SPECIALIZES IN OFFERING BOTH CENTER-BASED GROUP DEVELOPMENTAL INTERVENTION AND A COMBINATION OF HOME-BASED AND CENTER-BASED THERAPEUTIC SERVICES FOR CHILDREN WITH AUTISM UNDER THE AGE OF THREE. IN THE REPORTED FISCAL YEAR, ALL OPERATING EXPENSES WERE DEVOTED TO THIS CRUCIAL PROGRAM, DELIVERING 60,678 CENTER-BASED GROUP SESSIONS TO 374 CHILDREN, 26,024 INDIVIDUAL OCCUPATIONAL AND SPEECH THERAPY SESSIONS FOR 423 CHILDREN, AND 15,329 HOME-BASED ABA SESSIONS FOR 159 CHILDREN. BY OFFERING THESE SERVICES AT NO COST THROUGH NEW YORK STATE'S EARLY INTERVENTION PROGRAM, WE ADDRESS IMMEDIATE DEVELOPMENTAL NEEDS WHILE NURTURING EACH CHILD'S INHERENT POTENTIAL, GUIDING THEM TOWARD REALIZING THEIR FULLEST POTENTIAL.
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IRS990/Form990PartVIISectionAGrp/TitleTxt17JUNIOR DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt24CLINICAL DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF PEOPLE AND CULTURE
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