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Montefiore Cerc Operations Inc

  • Tarrytown, NY
  • Tax-exempt since April 2018
  • EIN: 47-4853506

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Health Treatment Facilities, Primarily Outpatient (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.85M (2023)

Expenses
$6.01M (2023)

Total Assets
$14.1M (2023)

Total Liabilities
$3.89M (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,852,193
Expenses
$6,009,881
Net Income
-$1,157,688
Net Assets
$10,249,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,596,300
94.7%
Investment Income $255,893
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,557,295
59.2%
Assets/Debt
Total Assets $14,141,159
Total Liabilities $3,891,314
Net Assets $10,249,845
Compensation
Key Employees and Officers Compensation Related Other
Lisa Shulman Md (Interim Chief, Dir Of Dev Med) $194,620 $64,873 $50,767
Oscar Purugganan Md (Pediatrician) $150,288 $50,096 $29,780
Anne Murphy Phd (Clinical Director) $148,133 $49,378 $18,133
Maria Valicenti Mcdermott Md (Pediatrician) $141,765 $47,255 $20,259
Yun Kuang Lai Md (Pediatric Specialist) $136,046 $45,349 $50,489
Christopher S Panczner (Secretary) $0 $1,826,063 $46,882
Philip O Ozuah Md (President) $0 $16,314,853 $46,776
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Document Links

990
Filed on Nov. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,425,932
Expenses
$5,784,819
Net Income
-$1,358,887
Net Assets
$9,777,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,208,128
95.1%
Investment Income $215,528
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,230
0.1%
Net Inventory Sales $0
Other Revenue $46
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,369,425
58.2%
Assets/Debt
Total Assets $11,514,045
Total Liabilities $1,736,312
Net Assets $9,777,733
Compensation
Key Employees and Officers Compensation Related Other
Lisa Shulman Md (Interim Chief, Dir Of Dev Med) $190,456 $63,486 $50,565
Anne Murphy Ph D (Clinical Director) $154,357 $51,452 $18,133
Oscar Purugganan Md (Pediatrician) $150,579 $50,193 $28,780
Elisa Muniz Md (Director Dev. Behavioral Peds.) $134,862 $44,954 $54,096
Yun Kuang Lai Md (Pediatric Specialist) $133,132 $44,377 $19,029
Philip O Ozuah Md Ph D (President) $0 $9,856,588 $49,625
Christopher S Panczner (Secretary) $0 $1,857,333 $41,124
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Document Links

990
Filed on Nov. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,317,409
Expenses
$5,631,063
Net Income
-$1,313,654
Net Assets
$13,471,006
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,102,068
95.0%
Investment Income $208,516
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,825
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,251,633
57.7%
Assets/Debt
Total Assets $16,948,982
Total Liabilities $3,477,976
Net Assets $13,471,006
Compensation
Key Employees and Officers Compensation Related Other
Lisa Shulman Md (Interim Chief, Dir Of Dev Med) $190,384 $63,462 $48,711
Breck Borcherding Md (Director Intell Disabilities) $182,250 $60,750 $44,735
Oscar Purugganan Md (Pediatrician) $150,035 $50,012 $25,971
Anne Murphy Ph D (Clinical Director) $146,857 $48,952 $18,168
Elisa Muniz Md (Director Dev. Behavioral Peds.) $135,366 $45,122 $52,165
Philip O Ozuah Md Ph D (President) $0 $7,412,431 $885,017
Christopher S Panczner (Secretary) $0 $1,465,753 $27,174
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Document Links

990
Filed on Nov. 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,547,599
Expenses
$5,339,867
Net Income
-$792,268
Net Assets
$13,472,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,350,015
95.7%
Investment Income $191,355
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,259
0.1%
Net Inventory Sales $0
Other Revenue $970
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,876,327
53.9%
Assets/Debt
Total Assets $16,489,953
Total Liabilities $3,017,594
Net Assets $13,472,359
Compensation
Key Employees and Officers Compensation Related Other
Lisa Shulman Md (Interim Chief, Dir Of Dev Med) $210,873 $70,291 $47,921
Breck Borcherding Md (Director Intell Disabilities) $206,453 $68,818 $45,062
Romina Barros Md (Cerc Administration) $159,595 $53,198 $27,780
Oscar Purugganan Md (Pediatrician) $159,231 $53,077 $14,052
Anne Murphy Ph D (Clinical Director) $156,639 $52,213 $18,701
Philip O Ozuah Md Ph D (President) $0 $6,539,217 $883,393
Christopher S Panczner (Secretary) $0 $4,617,017 $26,736
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Document Links

990
Filed on Nov. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,642,477
Expenses
$4,092,514
Net Income
$1,549,963
Net Assets
$13,072,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $943
0.0%
Program Services $5,420,074
96.1%
Investment Income $221,460
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,798,819
68.4%
Assets/Debt
Total Assets $13,650,350
Total Liabilities $578,241
Net Assets $13,072,109
Compensation
Key Employees and Officers Compensation Related Other
Lisa Shulman Md (Director Infant Toddler Team) $211,843 $52,960 $47,280
Breck Borcherding Md (Director Intell Disabilities) $208,880 $52,220 $33,240
Romina Barros Md (Cerc Administration) $160,813 $40,203 $27,246
Anne Murphy Ph D (Clinical Director) $157,048 $39,262 $18,169
Elisa Muniz Md (Director Behaviorial Pediatric) $143,536 $35,884 $36,832
Philip O Ozuah Md (President) $0 $7,058,335 $43,570
Lynn Richmond (Vp (Resigned 11/14/19)) $0 $3,618,743 $2,522,004
Christopher S Panczne (Secretary) $0 $1,270,367 $26,913
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Document Links

990
Filed on Nov. 6, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,274,608
Expenses
$3,853,498
Net Income
$421,110
Net Assets
$10,105,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
0.0%
Program Services $4,081,318
95.5%
Investment Income $192,139
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $651
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,465,693
64.0%
Assets/Debt
Total Assets $13,888,703
Total Liabilities $3,782,894
Net Assets $10,105,809
Compensation
Key Employees and Officers Compensation Related Other
Theodore Kastner Md (Director, Cerc) $297,465 $74,367 $36,078
Romina Barros Md (Cerc Administration) $163,550 $40,888 $13,122
Anne Murphy Ph D (Clinical Director) $151,961 $37,990 $18,169
Lisa Shulman Md (Director, Infant Toddler Team) $141,378 $35,344 $46,202
Michele Laverdiere Md (House Staff Pediatrics) $111,229 $27,807 $22,849
Philip O Ozuah Md Ph D (President) $0 $13,316,550 $45,068
Christopher S Panczner (Secretary) $0 $1,284,291 $627,752
Lynn Richmond (Vice Chairman) $0 $1,700,958 $335,589
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Document Links

990
Filed on Nov. 10, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,484,253
Expenses
$3,399,356
Net Income
$3,084,897
Net Assets
$10,322,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,305,031
97.2%
Investment Income $177,962
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,260
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,182,320
64.2%
Assets/Debt
Total Assets $15,169,258
Total Liabilities $4,846,823
Net Assets $10,322,435
Compensation
Key Employees and Officers Compensation Related Other
Theodore Kastner Md (Director, Cerc) $224,727 $56,182 $33,694
Anne Murphy Ph D (Clinical Director) $149,434 $37,359 $17,961
Maris Rosenberg Md (Training Director) $145,692 $36,423 $19,475
Lisa Shulman Md (Director, Infant Toddler Team) $144,868 $36,217 $44,161
Maria Valicenti Mc Dermott Md (Attend Dev Behav Pediatrician) $115,521 $28,881 $14,281
Philip O Ozuah Md Ph D (President) $0 $2,578,552 $1,226,969
Christopher S Panczner (Secretary) $0 $1,211,511 $599,277
Lynn Richmond (Vice Chairman) $0 $1,451,131 $588,672
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Document Links

990
Filed on Nov. 10, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,931,967
Expenses
$7,897,162
Net Income
$34,805
Net Assets
$7,104,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,931,967
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,459,144
56.5%
Assets/Debt
Total Assets $7,859,976
Total Liabilities $755,396
Net Assets $7,104,580

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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