Civic Intelligence

The Carter Burden Network

990 • Fiscal year 2025 • EIN 23-7129499

Jul 01, 2024 to Jun 30, 2025

Organization ProfileCARTERBURDENNETWORK.ORG

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415 E 73rd StreetNew York, NY 10021

(212) 879-7400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.31x

Higher debt load relative to assets than 66% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.47x

Higher debt load relative to revenue than 70% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

12th percentile

-13%

Higher net margin than 12% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

86th percentile

$325,514

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

12th percentile

-6.3%

Faster asset growth than 12% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$15,274,211

Up $2,312,317 (+18%) from 2022

Net Assets

Down

$10,596,897

Down $1,636,241 (-13%) from 2022

Liabilities

Up

$4,677,314

Up $3,948,558 (+542%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin12th percentile

Revenue

Up

$9,973,520

Up $1,080,680 (+12%) from 2022

Expenses

Up

$11,246,797

Up $4,175,753 (+59%) from 2022

Net Income

Down

-$1,273,277

Down $3,095,073 (-170%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $5,863,215Liabilities 2011: $354,819Net Assets 2011: $5,508,3962011Assets 2012: $5,483,385Liabilities 2012: $337,304Net Assets 2012: $5,146,0812012Assets 2013: $6,179,291Liabilities 2013: $633,238Net Assets 2013: $5,546,0532013Assets 2014: $6,923,920Liabilities 2014: $1,034,405Net Assets 2014: $5,889,5152014Assets 2015: $18,894,372Liabilities 2015: $1,071,836Net Assets 2015: $17,822,5362015Assets 2016: $17,631,260Liabilities 2016: $865,628Net Assets 2016: $16,765,6322016Assets 2018: $15,048,812Liabilities 2018: $803,328Net Assets 2018: $14,245,4842018Assets 2021: $13,614,066Liabilities 2021: $803,789Net Assets 2021: $12,810,2772021Assets 2022: $12,961,894Liabilities 2022: $728,756Net Assets 2022: $12,233,1382022Assets 2025: $15,274,211Liabilities 2025: $4,677,314Net Assets 2025: $10,596,8972025

Highlighted filing

2025

Assets$15,274,211
Liabilities$4,677,314
Net Assets$10,596,897
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,650,6372011Expenses 2012: $3,768,4762012Expenses 2013: $4,499,7002013Revenue 2014: $5,186,918Expenses 2014: $5,386,652Net Income 2014: -$199,7342014Revenue 2015: $18,115,815Expenses 2015: $6,113,615Net Income 2015: $12,002,2002015Revenue 2016: $7,032,408Expenses 2016: $8,184,731Net Income 2016: -$1,152,3232016Revenue 2018: $7,654,190Expenses 2018: $8,498,618Net Income 2018: -$844,4282018Revenue 2021: $6,566,881Expenses 2021: $6,413,062Net Income 2021: $153,8192021Revenue 2022: $8,892,840Expenses 2022: $7,071,044Net Income 2022: $1,821,7962022Revenue 2025: $9,973,520Expenses 2025: $11,246,797Net Income 2025: -$1,273,2772025

Highlighted filing

2025

Revenue$9,973,520
Expenses$11,246,797
Net Income-$1,273,277
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.5
Gross Receipts
$11,424,046
Mission and Program Overview

Mission

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.

Older adult centers, social services, arts & culture; volunteer services, health & wellness

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,347,521$9,360,611▼ $986,910
Pledges and Grants Receivable$710,403$1,619,005▲ $908,602
Land, Buildings, and Equipment, Net$667,613$557,661▼ $109,952
Accounts Receivable$23,345$142,462▲ $119,117
Cash and Non-Interest-Bearing Accounts$658,852$46,890▼ $611,962
Savings and Temporary Cash Investments$28,105$27,912▼ $193
Prepaid Expenses and Deferred Charges$59,248$10,268▼ $48,980
Total Assets$16,296,218$15,274,211▼ $1,022,007
Other Assets Total$3,801,131$3,509,402▼ $291,729
Liabilities
Other Liabilities$3,937,765$3,652,619▼ $285,146
Accounts Payable and Accrued Expenses$406,716$670,794▲ $264,078
Deferred Revenue$349,245$353,901▲ $4,656
Escrow Account Liability$4,196$0▼ $4,196
Total Liabilities$4,697,922$4,677,314▼ $20,608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,640,061$6,464,699▼ $1,175,362
Net Assets With Donor Restrictions$3,958,235$4,132,198▲ $173,963
Total Net Assets Fund Balance$11,598,296$10,596,897▼ $1,001,399
Total Liabilities and Net Assets / Fund Balance$16,296,218$15,274,211▼ $1,022,007

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$557,661$771,415$1,329,076
Equipment$0$180,476$180,476
Other Land Buildings$0$168,759$168,759
Other Assets Org$3,487,146--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,673,244-▲ $398,152$145,400$3,925,996
2023$3,454,781-▲ $356,652$138,189$3,673,244
2022$3,324,258-▲ $280,188$149,665$3,454,781
2021$3,955,039-▼ $479,435$151,346$3,324,258
2020$3,448,997-▲ $638,922$132,880$3,955,039
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William DionneExecutive DirectorFT$294,544$30,970$325,514
Loy MulyagonjaChief Financial OfficerFT$153,647$24,125$177,772
Marlena VaccaroAssoc. Exec. DirectorFT$143,709$23,384$167,093
Rhona RichardsControllerFT$109,122$21,799$130,921
Alexandra JurenkoManaging Director Social ServicesFT$119,377$6,033$125,410
Patricia MaysChief Development and Communications OfficerFT$102,336$21,417$123,753

Board Members and Trustees

NameTitle
Randy GlickChairman
Catherine Sidamon-eristoffVice Chairperson
Jeffrey WeberVice Chairperson
Margaret SmithVice Chairperson
Alaina WalukMember
Anne S DavidsonMember
Daniel J BakerMember
Gregory J PetersonMember
Joshua S KarlinMember
Joy SalvadorMember
Kathryn CashmanMember
Krutin ShahMember
Lori PennayMember
Mary Q ConnellyMember
Meghan WilliamsMember
Patrick M MurphyMember
Pritha J MittalMember
Robert M FreedmanMember
Robin Bell-stevensMember
Sara T BottMember
Suzan L BurdenMember
Vladimira JakubikovaMember
Mirriam WallersteinMember (through 12/23)
Judith WoodardMember (through 2/25)
Sophie GarrickMember (through 6/25
Johanna AshbySecretary
Gilbert DunhamTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Search & Care INCCase Management Subcontract - Provide C207 EAST 94TH ST MEZZANINE, New York, NY 10128$252,525
Dega SystemsOutsourced It Svcs350 7TH AVENUE RM 307, New York, NY 10001$142,908
Revenue and Support

Revenue Composition

Contributions and Grants
$8,839,177
Program Service Revenue
$346,953
Investment Income
$787,390
Other Revenue
$0
All Other Contributions
$1,122,335
Change in Net Assets
$-1,273,277

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,901,978
Revenue Not Reported on Financial Statements
$71,542
Revenue Not Reported on Form 990
$1,988,117
Total Revenue per Audited Statements
$11,890,095
Total Revenue per Form 990
$9,973,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,523,121
Other Expenses$3,682,676
Total Fundraising Expense$693,552
Professional Fundraising Fees$41,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,633,323$356,146$351,704$5,341,173
Other Employee Benefits$933,984$94,914$54,297$1,083,195
Fees for Services Other$941,292$110,351$6,510$1,058,153
Current Officers, Directors, Trustees, and Key Employees-$372,746$149,980$522,726
Occupancy$428,219$67,533$368$496,120
Payroll Taxes$345,031$45,266$33,059$423,356
Pension Plan Contributions$127,511$15,396$9,764$152,671
Information Technology$112,829$14,114$4,461$131,404
Office Expenses$109,669$8,114$1,281$119,064
Depreciation Depletion$79,456$30,496-$109,952
Fees for Services Accounting-$102,500-$102,500
Insurance$79,037$14,789$3,506$97,332
Fees for Service Investment Mgmnt Fees-$71,542-$71,542
All Other Expenses$12,387$3,402$34,444$50,233
Other Expenses$15,312$29,800$1,368$46,480
Fees for Services Professional Fundraising--$41,000$41,000
Travel$25,833$3,567-$29,400
Fees for Services Legal-$3,697-$3,697
Total Functional Expenses$9,177,938$1,375,307$693,552$11,246,797

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,891,494
Total Expenses per Form 990$11,246,797
Expenses per Audited Statements$11,175,255
Expenses Not Reported on Form 990$1,716,239
Expenses Not Reported on Financial Statements$71,542
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$41,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabitlity$3,652,619
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Carter Burden Network Inc
EIN
23-7129499
Phone
2128797400
Address
415 E 73RD STREET, NEW YORK, NY 10021

Signing Officer

Name
William Dionne
Title
Executive Director
Phone
2128797400
Signed
2026-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Dionne
Formed
1971
Legal Domicile
Ny
Voting Board Members
24
Independent Board Members
24
Employees
137
Volunteers
3,333

Preparer

Firm
Sax Advisors LLC
Address
1040 AVENUE OF THE AMERICAS-16TH FL, NEW YORK, NY 10018
Preparer
Marqus White
Phone
2126857000
Supplemental Narrative

Financial Statement Notes

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHERINE SIDAMON-ERISTOFF
IRS990/Form990PartVIISectionAGrp/PersonNm3MARGARET SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4GILBERT DUNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHANNA ASHBY
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL J BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBIN BELL-STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm8SARA T BOTT
IRS990/Form990PartVIISectionAGrp/PersonNm9SUZAN L BURDEN
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHRYN CASHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY Q CONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm12ANNE S DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT M FREEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14VLADIMIRA JAKUBIKOVA
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSHUA S KARLIN
IRS990/Form990PartVIISectionAGrp/PersonNm16PRITHA J MITTAL
IRS990/Form990PartVIISectionAGrp/PersonNm17PATRICK M MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm18LORI PENNAY
IRS990/Form990PartVIISectionAGrp/PersonNm19GREGORY J PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm20JOY SALVADOR
IRS990/Form990PartVIISectionAGrp/PersonNm21KRUTIN SHAH
IRS990/Form990PartVIISectionAGrp/PersonNm22ALAINA WALUK
IRS990/Form990PartVIISectionAGrp/PersonNm23MEGHAN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm24JUDITH WOODARD
IRS990/Form990PartVIISectionAGrp/PersonNm25SOPHIE GARRICK
IRS990/Form990PartVIISectionAGrp/PersonNm26MIRRIAM WALLERSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm27WILLIAM DIONNE
IRS990/Form990PartVIISectionAGrp/PersonNm28LOY MULYAGONJA
IRS990/Form990PartVIISectionAGrp/PersonNm29MARLENA VACCARO
IRS990/Form990PartVIISectionAGrp/PersonNm30PATRICIA MAYS
IRS990/Form990PartVIISectionAGrp/PersonNm31RHONA RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm32ALEXANDRA JURENKO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER (THROUGH 2/25)
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER (THROUGH 6/25
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER (THROUGH 12/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt29ASSOC. EXEC. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt30CHIEF DEVELOPMENT AND COMMUNICATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt31CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt32MANAGING DIRECTOR SOCIAL SERVICES
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CARTER 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.
IRS990/MoreThan5000KToIndividualsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,274,211
Liabilities
$4,677,314
Net assets
$10,596,897
Revenue
$9,973,520
Expenses
$11,246,797
Net income
-$1,273,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.3$4.68$10.6$9.97$11.2$1.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.73$12.2$8.89$7.07$1.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.80$12.8$6.57$6.41$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.80$14.2$7.65$8.50$0.84
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.87$16.8$7.03$8.18$1.15
2015Detailed filing. Detailed filing data is available for this year.$18.9$1.07$17.8$18.1$6.11$12.0
2014Detailed filing. Detailed filing data is available for this year.$6.92$1.03$5.89$5.19$5.39$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.63$5.55$4.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.34$5.15$3.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.35$5.51$3.65