Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 10,733,184 | 7,495,089 | 5,713,371 | 5,501,440 | 6,102,782 | 35,545,866 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 10,733,184 | 7,495,089 | 5,713,371 | 5,501,440 | 6,102,782 | 35,545,866 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 6,402,954 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 29,142,912 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 10,733,184 | 7,495,089 | 5,713,371 | 5,501,440 | 6,102,782 | 35,545,866 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,851,589 | 1,297,538 | 1,096,214 | 1,190,295 | 1,371,914 | 6,807,550 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 403,646 | 385,664 | 464,492 | 353,178 | 298,004 | 1,904,984 |
| 11 | Total support. Add lines 7 through 10. | 44,258,400 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 PART I, LINE 1 | The New York Academy of Medicine is dedicated to advancing the health and well-being of people living in cities. THIS IS ACCOMPLISHED through THE aCADEMY'S Institute for Urban Health, home of interdisciplinary research, evaluation, policy, and program initiatives; our world class historical library of medicine and public health and its active programming in history, the humanities, and the arts; and ITS Fellows, a network of more than 2,000 experts elected by their peers from across the professions affecting health. tHE aCADEMY approachES its current priorities of healthy aging, disease prevention, and eliminating health disparities, all critical issues, with a deep and long-standing commitment to understanding the complex factors that determine health in cities. Since its founding in 1847, the Academy has a legacy of over 160 years of pioneering progress in urban health-making a lasting impact on health in New York City and beyond. |
| FORM 990 PART III, LINE 4A | CENTER FOR HEALTH POLICY AND PROGRAMS Population Health and Health Reform Health system reform efforts in New York State are increasingly addressing population health, and the Academys early leadership in this area is being recognized, creating opportunities for impact and funding. The Academy continues as an important partner with the New York State Department of Health (NYSDOH) on advancing population health, and as an active partner in the Population Health Improvement Program for New York City. The Academy also participates in the key statewide health reform working groups. The New York State Health Foundation (NYSHF) sponsored the third annual Population Health Summit at the Academy in December of 2015 as well as a feasibility assessment project for a statewide population health roundtable. Prevention and Community Development: The Academy provided Technical Assistance to every Local Health Department in New York State as well as a mix of Community Based Organizations, hospitals, coalitions, and other local governments in every county across the state. DASH-NY (Designing a Strong and Health New York) revised and updated all of its websites and developed its first statewide advocacy agenda. The Academy continued its community development work including being named to the East Harlem Neighborhood Plan Steering Committee and leading stakeholder engagement on health and seniors. Healthy Aging: 44% community districts in NYC now have an age-friendly initiative. The Age-friendly Neighborhood Initiative connected with more than 2,500 older adults, who told the Academy about their daily lives through community consultations, focus groups, interviews, and surveys. The data were collected in four languages (English, Spanish, Chinese, and Russian), in 13 Council Districts (14 neighborhoods) throughout the five boroughs. Healthy aging content was presented to nearly 1,500 people. The Academy helped to integrate a healthy aging perspective into a report to President Obama on Independence, Technology, and Connection in Older Age, to recognize the potential for technology to maximize social, physical and economic participation and thereby prevent the onset of disability and dependence rather than exclusively using technology to address physical and cognitive deficits. The Academy's Age-friendly Local Business Initiative and its age-friendly Neighborhoods Initiative were cited as best practice programs in the National Area Agencies on Agings 2015 report "Making Your Community Livable for All Ages: Whats Working." http://www.n4a.org/files/n4aMakingYourCommunityLivable1.pdf Through a partnership with the New York City Business Improvement District Association, Age Friendly Local Business Initiative content was disseminated with a reach of 85,507 total businesses and 1,007,988 employees. Age-friendly NYC was featured in the "What Works" section of Politico in January 2015. http://www.politico.com/magazine/story/2015/01/senior-living-initia tives-ill-take-manhattan-114227. The Academy partnered with the Milbank Memorial Fund to educate delegations from 38 states on integrating healthy aging and public health through state policy interventions. The academy collaborated on the Safe Streets for Seniors initiative of the Department of Transportation achieved an 11% reduction in senior pedestrian fatalities and was highlighted in the WHO World Report on Ageing and Health. Family Health and Disparities: Completed The report: Integration of Harm Reduction into Healthcare Reform, a review of health care reforms, particularly in regard to Medicaid in New York State and the challenges and opportunities associated with providing health care-integrated harm reduction services. The report includes a case study on a model harm reduction program in the South Bronx. It applies the concept of person-centered care through a multiservice harm reduction center co-located with a Federally Qualified Health Center, behavioral health services, a pharmacy, and Health Home care coordination. A follow-on MAC AIDS Fund grant to implement recommendations from the Integration of Harm Reduction into Healthcare Reform report was received in 2015. The project aims to foster partnerships between harm reduction and health care providers in the context of DSRIP implementation, through customized data analysis, technical assistance, and relationship facilitation. School Health: The Academys School Health program integrated health education into the curriculum for pre-K children and their parents in 3 East Harlem schools and developed a collaboration with the Jewish Board on the DSRIP Mental Health and Substance Abuse program. The Academy also provided testimony to the New York City Council supporting the requirement that the Department of Education report information on physical education in NYC schools. |
| FORM 990 PART III, LINE 4B | LIBRARY AND HISTORICAL COLLECTIONS The Library has been serving the general public since 1878 with access to its broad ranging health and medical collections. Current services include traditional library activities, public outreach including tours, classes, and workshops, cultural programming, research support to Academy Fellows, and the collection and dissemination of grey literature in urban health. The Library contains about 550,000 volumes, including 32,000 rare books, and an extensive collection of books and journals in the history of medicine. Archives, manuscripts, pamphlets, and various ephemeral materials also form part of the historical collections. In 2015, the Library was established as one of the three pillars of the Academy, with the Center for the History of Medicine and Public Health as its programming arm. The Center devoted much of its 2015 programming to the theme, "Eating Through Time: Food, Health, and History," with public programs on food history and the interrelationship of food, health, and policy over time, presented by chefs, historians, and policy makers. The theme grew out of the Librarys collection of close to 10,000 culinary- and food-related items, and led to the Centers fourth Festival of Medical History and the Arts, on October 17, 2015, with eighteen separate offerings attracting over 275 attendees. In the course of the year, the Center sponsored five additional lectures on this topic. The Library participated in the digitization program, "Culture in Transit," sponsored by METRO, the Metropolitan New York Library Council, and supported by a grant from the Knight Foundation. Almost 225 photographic cartes-de-visite of notable physicians and scientists from the Librarys collections were scanned and made available on the METRO site, and through that, the Digital Public Library of America (DPLA). Working with 4 other medical libraries, the Academy Library also began work on 'Medicine at Ground Level," a two-year NEH-funded project to digitize the journals of the state medical societies. A $40,000 grant from the New York State Department of Education, Division of Library Development, allowed the Library to conserve and catalog 42 medical student notebooks from the 19th and early 20th centuries. |
| FORM 990 PART III, LINE 4C | EVALUATION & RESEARCH PROGRAMS The Center for Evaluation and Applied Research (CEAR) conducts program evaluations, as well as research applicable to the development and implementation of policies and practice. Using both qualitative and quantitative methods, the research is intended to assist with the identification of need, effective practice, and factors relevant to implementationwith the goal of facilitating the development and replication of promising approaches. Major CEAR accomplishments in 2015 included six peer-reviewed publications on topics that included drug use and its treatment, physical activity among older adults, HIV testing among African-American men, and home remediation to reduce asthma exacerbations. CEAR work on asthma, diabetes, immigrant health care access and other topics was presented at the annual meetings of the American Public Health Association, Academy Health and the American Evaluation Association, and at the World Diabetes Congress. Working in collaboration with New York Health + Hospitals, CEAR produced three Academy briefs describing results from a comprehensive community needs assessment conducted during 2014. The briefs described an overview of findings regarding priorities and needs relevant to low-income New York City residents, as well as findings related to transgender health and to mental health. Finally, CEAR secured several new grants in 2015, including funding to continue research on reducing household asthma triggers and to evaluate workplace implementation of the evidence-based National Diabetes Prevention Program. |
| FORM 990 PART III, LINE 4D | OTHER PROGRAM SERVICES EXPENSES CONSIST OF: EDUCATION CONFERENCE CENTER, SCHOOL HEALTH PROGRAM, FELLOWS OFFICE, AWARDS AND FELLOWSHIP PROGRAMS, HEALTH AND SCHOLARS PROGRAM, CENTER FOR HEALTH INNOVATION AND CENTER FOR COGNITIVE STUDIES. |
| FORM 990 PART VI, SECTIONS A, B AND C | PART VI SECTION A LINE 2 EDWARD SHORTLIFFE AND VIMLA PATEL ARE HUSBAND AND WIFE. PART VI SECTION A, LINES 7A AND 7B In accordance with THE ACADEMY's By-laws there is an Annual Meeting of the Fellows(members) held on such day as the Chairman shall designate for the election of Trustees and the transaction of other business. A proxy statement is sent to all Fellows prior to their vote on a slate of proposed nominees for the Board of Trustees. This Notice must state the place, date, and hour of the annual meeting shall be given to each Voting Fellow not less than twenty-one nor more than fifty days before the date of the meeting. Such notice shall be given in writing, in person or by first class mail, addressed to each Voting Fellow at his or her address as it appears on the records of THE ACADEMY, or if a Voting Fellow shall have filed with the Secretary a written request that notices be mailed to some other address, then to such address. Notice by mail shall be deemed to be given when deposited in the United States mail, with postage prepaid. PART VI SECTION B, LINE 11A THE SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION DISTRIBUTES THE FINAL DRAFT OF FORM 990 TO THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND COMMENT. PART VI SECTION B, LINE 12C THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION HAS RESPONSIBILITY FOR THE OVERSIGHT AND DISTRIBUTION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. A QUESTIONNAIRE IS DISTRIBUTED AND COMPLETED ANNUALLY BY ALL TRUSTEES AND SENIOR STAFF IN ORDER TO ENSURE COMPLIANCE WITH THE POLICY. THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE IS INCORPORATED INTO CONSULTANT AND SUB-CONTRACT AGREEMENTS. SECTION B, LINE 15A For 2015, the Executive Committee/Compensation committee approved the increases for the President, THE EXECUTIVE Vice President, TWO SENIOR VICE PRESIDENTS AND ONE VICE PRESIDENT. A Compensation Review for the President was completed IN 2013 and the Board of Trustees approved an extension of the President's employment agreeemEnt through June 2017. SECTION C, LINE 19 THE BY-LAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO CONTRIBUTORS, SPONSORS, FINANCIAL INSTITUTIONS AND OTHER MEMBERS OF THE PUBLIC AND ARE ON THE academy's WEBSITE ALONG WITH THE FORM 990 FEDERAL TAX RETURN AND THE ACADEMY'S ANNUAL REPROT. THE ANNUAL REPORT CONTAINS CONDENSED FINANCIAL INFORMATION AND IS AVAILABLE TO THE PUBLIC THROUGH THE ACADEMY'S WEBSITE. |
| FORM 990 PART XI, LINE 9 | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST ($10,435). |
| FORM 8868 | APPLICATION FOR EXTENSION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION WAS ELECTRONICALLY FILED. |
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