Civic Intelligence

North Shore Child & Family Guidance Association Inc

EIN 11-1797183 • 501(c)3 • Roslyn Heights, NY

Profile

To restore and strengthen the emotional well-being of children and families.

480 Old Westbury RoadRoslyn Heights, NY 11577

www.northshorechildguidance.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.24x

Higher debt load relative to assets than 48% of similar nonprofits.

NTEE P • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.17x

Higher debt load relative to revenue than 41% of similar nonprofits.

NTEE P • $10M-$25M nonprofits • Source year 2024

Net Margin

40th percentile

0.5%

Higher net margin than 40% of similar nonprofits.

NTEE P • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$264,071

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

NTEE P • $10M-$25M nonprofits • Source year 2024

Asset Growth

20th percentile

-3.5%

Faster asset growth than 20% of similar nonprofits.

NTEE P • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

4.6%

Faster revenue growth than 43% of similar nonprofits.

NTEE P • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$7,814,596

Down $279,257 (-3.5%) from 2023

Liabilities

Down

$1,869,322

Down $468,363 (-20%) from 2023

Net Assets

Up

$5,945,274

Up $189,106 (+3.3%) from 2023

Revenue

Up

$10,765,541

Up $470,861 (+4.6%) from 2023

Expenses

Up

$10,708,346

Up $660,810 (+6.6%) from 2023

Net Income

Down

$57,195

Down $189,949 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2010: $5,345,275Liabilities 2010: $5,617,613Net Assets 2010: -$272,3382010Assets 2011: $5,512,912Liabilities 2011: $5,499,329Net Assets 2011: $13,5832011Assets 2012: $6,174,076Liabilities 2012: $5,311,003Net Assets 2012: $863,0732012Assets 2013: $6,114,396Liabilities 2013: $4,795,458Net Assets 2013: $1,318,9382013Assets 2014: $6,059,898Liabilities 2014: $4,631,127Net Assets 2014: $1,428,7712014Assets 2015: $6,157,320Liabilities 2015: $4,597,870Net Assets 2015: $1,559,4502015Assets 2016: $6,184,046Liabilities 2016: $4,367,768Net Assets 2016: $1,816,2782016Assets 2017: $6,806,880Liabilities 2017: $3,910,602Net Assets 2017: $2,896,2782017Assets 2018: $7,403,724Liabilities 2018: $4,275,061Net Assets 2018: $3,128,6632018Assets 2019: $7,762,961Liabilities 2019: $3,733,869Net Assets 2019: $4,029,0922019Assets 2020: $9,251,288Liabilities 2020: $4,861,898Net Assets 2020: $4,389,3902020Assets 2021: $8,262,852Liabilities 2021: $3,082,304Net Assets 2021: $5,180,5482021Assets 2022: $8,030,902Liabilities 2022: $2,685,149Net Assets 2022: $5,345,7532022Assets 2023: $8,093,853Liabilities 2023: $2,337,685Net Assets 2023: $5,756,1682023Assets 2024: $7,814,596Liabilities 2024: $1,869,322Net Assets 2024: $5,945,2742024

Highlighted filing

2024

Assets$7,814,596
Liabilities$1,869,322
Net Assets$5,945,274

Operations Trend

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

$15M$10M$5.0M$0Revenue 2010: $7,607,866Expenses 2010: $7,559,289Net Income 2010: $48,5772010Revenue 2011: $7,686,960Expenses 2011: $7,416,102Net Income 2011: $270,8582011Revenue 2012: $8,443,860Expenses 2012: $7,591,009Net Income 2012: $852,8512012Revenue 2013: $9,134,682Expenses 2013: $8,674,170Net Income 2013: $460,5122013Revenue 2014: $8,125,104Expenses 2014: $7,991,246Net Income 2014: $133,8582014Revenue 2015: $8,410,234Expenses 2015: $8,258,407Net Income 2015: $151,8272015Revenue 2016: $8,285,147Expenses 2016: $8,097,645Net Income 2016: $187,5022016Revenue 2017: $9,545,213Expenses 2017: $8,529,362Net Income 2017: $1,015,8512017Revenue 2018: $9,243,047Expenses 2018: $8,852,914Net Income 2018: $390,1332018Revenue 2019: $9,717,080Expenses 2019: $8,992,953Net Income 2019: $724,1272019Revenue 2020: $9,154,095Expenses 2020: $8,805,094Net Income 2020: $349,0012020Revenue 2021: $10,222,213Expenses 2021: $9,570,981Net Income 2021: $651,2322021Revenue 2022: $10,111,665Expenses 2022: $9,666,891Net Income 2022: $444,7742022Revenue 2023: $10,294,680Expenses 2023: $10,047,536Net Income 2023: $247,1442023Revenue 2024: $10,765,541Expenses 2024: $10,708,346Net Income 2024: $57,1952024

Highlighted filing

2024

Revenue$10,765,541
Expenses$10,708,346
Net Income$57,195

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$1.87$5.95$10.8$10.7$0.06
2023Detailed filing. Detailed filing data is available for this year.$8.09$2.34$5.76$10.3$10.0$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$2.69$5.35$10.1$9.67$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$3.08$5.18$10.2$9.57$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$4.86$4.39$9.15$8.81$0.35
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$3.73$4.03$9.72$8.99$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$4.28$3.13$9.24$8.85$0.39
2017Summary only. Only limited summary data is available for this year.$6.81$3.91$2.90$9.55$8.53$1.02
2016Summary only. Only limited summary data is available for this year.$6.18$4.37$1.82$8.29$8.10$0.19
2015Summary only. Only limited summary data is available for this year.$6.16$4.60$1.56$8.41$8.26$0.15
2014Summary only. Only limited summary data is available for this year.$6.06$4.63$1.43$8.13$7.99$0.13
2013Summary only. Only limited summary data is available for this year.$6.11$4.80$1.32$9.13$8.67$0.46
2012Summary only. Only limited summary data is available for this year.$6.17$5.31$0.86$8.44$7.59$0.85
2011Summary only. Only limited summary data is available for this year.$5.51$5.50$0.01$7.69$7.42$0.27
2010Summary only. Only limited summary data is available for this year.$5.35$5.62$0.27$7.61$7.56$0.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$10,597,431
Mission and Program Overview

Mission

To restore and strengthen the emotional well-being of children and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,140,874$1,981,130▼ $159,744
Pledges and Grants Receivable$2,542,766$1,889,538▼ $653,228
Investments in Publicly Traded Securities$1,301,341$1,500,220▲ $198,879
Cash and Non-Interest-Bearing Accounts$415,741$1,328,658▲ $912,917
Savings and Temporary Cash Investments$1,428,770$1,225,939▼ $202,831
Prepaid Expenses and Deferred Charges$63,662$71,254▲ $7,592
Total Assets$8,030,902$8,093,853▲ $62,951
Other Assets Total$137,748$97,114▼ $40,634
Liabilities
Tax Exempt Bond Liabilities$1,545,000$1,189,000▼ $356,000
Accounts Payable and Accrued Expenses$670,515$724,305▲ $53,790
Mortgage Notes Payable Secured by Investment Property$406,224$372,335▼ $33,889
Deferred Revenue$63,410$52,045▼ $11,365
Total Liabilities$2,685,149$2,337,685▼ $347,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,757,100$4,441,321▲ $684,221
Net Assets With Donor Restrictions$1,588,653$1,314,847▼ $273,806
Total Net Assets Fund Balance$5,345,753$5,756,168▲ $410,415
Total Liabilities and Net Assets / Fund Balance$8,030,902$8,093,853▲ $62,951

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,609,514$4,252,988$5,862,502
Equipment$112,466$711,758$824,224
Land$259,150-$259,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen RiveraExecutive Director/CEOFT$202,988$53,840$256,828
Phyllis EdelheitPsychiatristFT$211,783$43,009$254,792
Reena NandiDirector of Psych ServicesFT$218,938$31,348$250,286
Simran BaggaPsychiatristPT$156,416$49,098$205,514
Jolie PatakiPsychiatristPT$172,564$14,144$186,708
Jennifer RushAssoc. Executive DirectorFT$150,633$34,229$184,862
Joan VitielloControllerFT$123,989$47,349$171,338

Board Members and Trustees

NameTitle
Paul VitalePast President
Alexis SiegelPresident
Amy CantorVice President
Andrea LeedsVice President
Carol MarcellVice President
Jo-ellen HazanVice President
Nancy LaneVice President
Troy SladeVice President
Andrew MarcellDirector
Angela AntonDirector
Daniel OliverDirector
Heather SchwartzDirector
Jeffrey GreenblattDirector
Josephine EwingDirector
Marilyn AlbaneseDirector
Michael MondielloDirector
Michael SchnepperDirector
Rita CastagnaDirector
Rosemarie KlipperDirector
Seth KupferbergDirector
Tracey KupferbergDirector
Ruth Fortunoff CooperSecretary
Mary MargiottaTrasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,228,129
Program Service Revenue
$5,982,414
Investment Income
$81,322
Other Revenue
$2,815
All Other Contributions
$902,927
Change in Net Assets
$247,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,746,376
Other Expenses$1,301,160
Total Fundraising Expense$471,280
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,126,490$506,583$234,867$5,867,940
Other Employee Benefits$1,331,467$122,931$51,359$1,505,757
Payroll Taxes$415,466$61,657$19,159$496,282
Pension Plan Contributions$401,369$32,718$14,144$448,231
Current Officers, Directors, Trustees, and Key Employees-$428,166-$428,166
Depreciation Depletion$199,243$17,806$30,761$247,810
Insurance$127,133$21,390$6,769$155,292
Interest$70,946$36,451$12,839$120,236
All Other Expenses$25,085$23,765$55,850$104,700
Office Expenses$19,778$77,271$2,281$99,330
Information Technology$60,375$22,793$263$83,431
Fees for Services Accounting-$34,199-$34,199
Other Expenses$29,474$136$775$30,385
Fees for Services Other$5,000-$18,730$23,730
Fees for Services Legal$665$20,644$37$21,346
Advertising-$19,232-$19,232
Travel$12,933$992-$13,925
Total Functional Expenses$8,109,024$1,467,232$471,280$10,047,536
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$88,244
Fundraising Gross Income$88,244
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$216,923$38,437-$38,437
Gala$246,376$25,272-$25,272
Total Events$572,696$88,244$88,244$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANassau County Local Economic Assistance Co2015-06-19$1,586,000Nassau county local economic assistance

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

Seth kupferberg (director) and tracey kupferberg (director) have a family relationship. Carol marcell (vice president) and andrew marcell (director) have a family relationship.

Form 990, Part VI, Section A, Line 4

As of july 2023, the organizations by-laws have been amended to revise article iv. Sections 1-8 of article iv have been deleted. Article iv, section i now reads "the corporation shall not have members".

Form 990, Part VI, Section A, Line 6

The association was incorporated as a membership organization.

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

1. Nominations are made for new board members. 2. Ballot is mailed out to the membership. 3. The annual meeting will include the installation of new board members.

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

The appointment of the board is subject to approval by the members. The by-laws and the certificate of incorporation shall be subject to amendment upon the vote of two-thirds of the entire board of directors at any regular or special meeting thereof or upon mail ballot, provided that notice of the proposed amendment, repeal or addition shall have been given not less than two (2) weeks before the meeting at which the vote is taken.

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

The form 990 is sent to the finance committee via e-mail for review prior to filing. The finance committee reviews an unsigned copy and the board receives a signed copy prior to filing.

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

Annually, the policy is presented to the board and key employees along with the disclosure form.

Form 990, Part VI, Section B, Line 15A

The executive committee of the agency reviewed other not-for-profit organizations to determine and assess the compensation. This compensation was subject to annual increases as appointed by the board of directors.

Form 990, Part VI, Section C, Line 19

The association makes its governing documents, conflict of interest policy and financial statements available to the general public by contacting the executive office.

Filing and Contact Details

Filer

Filer Name
North Shore Child & Family Guidance
EIN
11-1797183
Phone
5166261971
Address
480 OLD WESTBURY ROAD, ROSLYN HEIGHTS, NY 11577

Signing Officer

Name
Kathleen Rivera
Title
Exec. Director/CEO
Phone
6316261971
Signed
2024-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Rivera
Formed
1953
Legal Domicile
Ny
Voting Board Members
23
Independent Board Members
23
Employees
149
Volunteers
34

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Supplemental Narrative

Additional Explanations

Part III - Line 1

The mission of the north shore child and family guidance association, inc. (the "association") is to establish, maintain and operate programs for mentally and emotionally disturbed children, youth and their families; to promote emotional health of children and their families; and to cooperate with and be available to governmental and private agencies and community groups concerned with the mental health of children and their families.

Form 990, Part X - Lines 15, 20 and 23

The amounts stated on form 990, part x, line 15, 20 and 23 have been grossed up to account for unamortized cost of financing amounting to $97,114, which is shown net with long-term debt on the audited financial statements.

Raw XML AppendixShowing 400 of 868 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0670515
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0724305
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RESTORE AND STRENGTHEN THE EMOTIONAL WELL-BEING OF CHILDREN AND FAMILIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt019232
IRS990/AdvertisingGrp/TotalAmt019232
IRS990/AllOtherContributionsAmt0902927
IRS990/AllOtherExpensesGrp/FundraisingAmt055850
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt023765
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025085
IRS990/AllOtherExpensesGrp/TotalAmt0104700
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOAN VITIELLO
IRS990/BooksInCareOfDetail/PhoneNum05166261971
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0480 OLD WESTBURY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSLYN HEIGHTS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
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IRS990/DepreciationDepletionGrp/TotalAmt0247810
IRS990/Desc0CLINICAL SERVICES INCLUDE DIAGNOSTIC EVALUATIONS AND TREATMENT AND ARE PROVIDED AS A MAJOR COMPONENT AT ALL SITES AND THROUGH HOME VISITS. CLINICAL SERVICES INCLUDE INDIVIDUAL, FAMILY, AND GROUP THERAPY, CRISIS SERVICES, CASE MANAGEMENT, MEDICATION FOLLOW-UP, AND PSYCHO-EDUCATIONAL AND SELF-HELP SUPPORT GROUPS. INCLUDED ARE CORE MENTAL HEALTH AND CHEMICAL DEPENDENCY SERVICES. THE AGENCY SERVED 1,809 CLIENTS FOR A TOTAL OF 23,675 UNITS OF SERVICE.
IRS990/DescribedInSection501c3Ind01
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020644
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0665
IRS990/FeesForServicesLegalGrp/TotalAmt021346
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IRS990/FeesForServicesOtherGrp/TotalAmt023730
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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