PLATINUM2023

Search and Care, Inc.

No One Should Fall Through The Cracks

aka Search and Care   |   New York, NY   |  www.searchandcare.org

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GuideStar Charity Check

Search and Care, Inc.

EIN: 23-7444790


Mission

Search and Care, a nonprofit, non-sectarian social service agency established in 1972, helps vulnerable, primarily homebound older adults in the community to manage life’s daily activities and access essential services. By providing comprehensive care and companionship, we enable older people to age at home as long as is safely feasible, with quality of life and peace of mind.

Ruling year info

1975

Executive Director

Mr. Aaron Rooney

President

Orla Coleman

Main address

207 E. 94th St. | Mezzanine Mezzanine

New York, NY 10128 USA

Show more contact info

EIN

23-7444790

Subject area info

Health care access

Mental health counseling

Self-advocacy

Self-help groups

Benefits planning

Show more subject areas

Population served info

Seniors

People with disabilities

NTEE code info

Senior Centers/Services (P81)

Personal Social Services (P50)

What we aim to solve

SOURCE: Self-reported by organization

Search and Care addresses obstacles to older adults' abilities to age safely in the community including access to benefits/entitlements (e.g., Medicaid, SNAP, Meals of Wheels, etc.), money management, socialization activities (virtual, telephonic, in-person when deemed safe), technology coaching, companion animal upkeep/care, medical and emotional health services, affordable housing, transportation, home care, and more.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Fee-free Programs and Services for Search and Care Clients

--Social Work and Care Management: in-depth telephonic and in-home assessments that address urgent, emerging and future needs by organizing benefits/entitlements, homecare, transportation; advocacy (housing, legal, medical, insurance, etc.).

--Money Matters: Financial Navigators (primarily retired banking/financial professionals) safeguard vulnerable older adults by providing bill-paying, budgeting, banking, credit card oversight, and fraud avoidance.

--Mental Health Specialist: empathically listens/counsels; connects clients to resources; intervenes during crises; supports clients facing depression, anxiety, bereavement, substance usage, and other concerns/issues.

--Cognitive Care: supports memory impaired, cognitively challenged clients and their caregivers.
Medical Escorting: chaperoning frail older people to/from vital physician appointments.

--Computer Connectivity: in-home/in-agency tutorials fostering tech literacy and social connections.

--Homecare: shopping, decluttering, laundering, cooking, ensuring safe hospital-to-home reintegration.

--Nursing: on-staff Clinical RN (MS—Psych Nursing) and Columbia Univ. Graduate Interns (10 RNs and Nurse Practitioners in training) educate, advocate, monitor, and triage with physicians on follow-up care.

--Therapeutic Groups and Enrichment Activities: 14 biweekly/periodically | NYC Cultural Enrichment Outings; La Hora del Cafecito; Yoga/Meditation; Tai Chi; Medical Rap; Lunch Bunch; Monday Walkers; Art Therapy; Newsroom; Nutrition; Writing; PET Pro Workshops; Interactive Computer Activities; VocalEase.

--Telephonic Monitoring: weekly check-ins with community seniors to ascertain current needs/status.

--Occupational Therapy: Columbia Univ. Grad Interns assess apartment risks, develop individualized plans to reduce falls, and enhance home safety/comfort.

--Handyman On-call: simple home modifications (rearranging, replacing, improving safety/comfort).

--iChoose: East Harlem lunchtime mentorship program; seniors offering teens sage wisdom and tips to live healthy lives.

--Volunteerism: 175 intergenerational volunteers providing companionship, pet support, shopping, strolls, etc.

--Spread Some Cheer/Pet Stockings: holiday visits to homebound seniors by Board and volunteers.

--Emergency Closet: essential items for clients returning home from hospital/rehabilitation stays.

--Community Sentinels: 120 community representatives identifying seniors needing help.

--PET (Pets and Elders Together): enabling pet owners and their animal companions to age together at home.

Population(s) Served
Seniors

Where we work

Affiliations & memberships

Charity Navigator - 4 Star Highest Rating 2023

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of older adults being supported to live at home through home care, assistive technology, and/or personal support plans

This metric is no longer tracked.
Totals By Year
Related Program

Fee-free Programs and Services for Search and Care Clients

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Licensed Social Workers and other supportive professionals helped 1,476 older people age at home in FY23 with more than 20,000 client contacts and nearly 1,300 home visits.

Number of people aged 65+ receiving home care

This metric is no longer tracked.
Totals By Year
Related Program

Fee-free Programs and Services for Search and Care Clients

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Search and Care's central goal is to help older New Yorkers age safely at home for as long as possible -- with improved quality of life and peace of mind.

• Care Management: Search and Care's Care Management Team continues to qualitatively and quantitatively measure the impact and scope of our services by recording all units of care and regularly discussing needs and benchmarks.

• Mental Health Care: By continuing to use the empathic services of our Mental Health Specialist, in triage with skilled social workers/care managers and members of other agency ancillary services

• Money Matters: Our Financial Oversight Program will continue to manage bill paying and organization for clients, while “Money Matters" will continue to reach deeper into the community to help elders who are care managed by other agencies but still need financial management supports.

• Therapeutic Groups: Search and Care will continue to enhance/expand therapeutic groups/enrichment activities, particularly for East Harlem older adults.

When Search and Care was founded in 1972 as a two-person agency (by The Reverend Clark Oler and Exec. Director Suzannah Chandler, MSW), it was less of a direct social service provider, and more of a resource and referral conduit for community elders in need and identified as at-risk – connecting them to social services, medical providers, financial institutions, emotional and social supports. In the last ten years, significant agency growth has fostered Search and Care's ability to shift from a referral source, to more of a direct service and programming provider. The result is an agency that is adept at treating each client as an individual (in contrast to “one size fits all" case services), and yet, at the same time, comfortably works in collaborations, linkages and partnerships with diverse community entities.

Search and Care has augmented its staff and internal skills, which has increased our organizational capacity and allowed us to continue carefully serving an increased client census. With the addition and seamless integration of bilingual staff members, and a Homecare Worker, we have been able to respond to community needs at an individualized and compassionate level.

Search and Care's Nursing Program has been bridging a gap in services for clients more in need of medical support. Our clinical RN provides medication monitoring, education, and pouring as well as nutritional guidance and support. She also runs a popular therapeutic group “Medical Rap", which brings together at-risk older men and women and helps them normalize their health concerns while encouraging peer support and comraderie. Two Psychiatric Nurse Practioner Graduate Students from Columbia University add to this program by providing clients who have more complex mental health concerns, (i.e. bipolar disorder), with support.

Search and Care's “Money Matters" program has become very successful in the community. The program is now providing financial risk avoidance/exploitation, money management, and debt reduction/management strategies to older men and women who are being care managed by other agencies, but were missing financial guidance.

Most recently, a strong achievement of Search and Care's has been the addition of a bilingual and culturally competent Volunteer Coordinator specific to East Harlem. This role will allow Search and Care to grow its volunteer presense in the underserved and high-need region of East Harlem.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, It is difficult to find the ongoing funding to support feedback collection

Financials

Search and Care, Inc.
Fiscal year: Jul 01 - Jun 30
Financial documents
2022 2021 2020 Search and Care
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

23.09

Average of 21.47 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

11.3

Average of 11.6 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

21%

Average of 23% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Search and Care, Inc.

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Search and Care, Inc.

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Search and Care, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Search and Care, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $363,306 $228,959 $216,640 $1,056,708 -$547,171
As % of expenses 27.8% 17.1% 15.3% 71.0% -31.8%
Unrestricted surplus (deficit) after depreciation $326,959 $213,346 $201,926 $1,041,352 -$568,511
As % of expenses 24.3% 15.8% 14.1% 69.3% -32.6%
Revenue composition info
Total revenue (unrestricted & restricted) $1,710,941 $1,424,154 $1,761,409 $1,882,029 $2,452,758
Total revenue, % change over prior year 29.4% -16.8% 23.7% 6.8% 30.3%
Program services revenue 10.0% 12.5% 10.3% 9.3% 7.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 3.4% 6.2% 5.0% 2.6% 2.2%
Government grants 0.0% 0.0% 0.0% 10.1% 20.0%
All other grants and contributions 82.7% 73.7% 78.0% 68.2% 62.5%
Other revenue 3.8% 7.7% 6.7% 9.7% 8.3%
Expense composition info
Total expenses before depreciation $1,308,841 $1,337,118 $1,414,476 $1,488,338 $1,721,530
Total expenses, % change over prior year -2.7% 2.2% 5.8% 5.2% 15.7%
Personnel 75.4% 75.1% 74.5% 74.5% 79.2%
Professional fees 6.9% 8.7% 9.0% 10.8% 8.2%
Occupancy 5.8% 5.7% 5.4% 5.2% 5.1%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.9% 0.6% 2.2% 4.8% 1.6%
All other expenses 11.1% 9.9% 8.9% 4.7% 5.9%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $1,345,188 $1,352,731 $1,429,190 $1,503,694 $1,742,870
One month of savings $109,070 $111,427 $117,873 $124,028 $143,461
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $30,915
Total full costs (estimated) $1,454,258 $1,464,158 $1,547,063 $1,627,722 $1,917,246

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 12.5 7.1 13.6 9.9 11.3
Months of cash and investments 40.8 41.4 43.2 49.4 37.7
Months of estimated liquid unrestricted net assets 34.6 35.9 35.7 42.4 32.7
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,358,092 $786,534 $1,605,306 $1,223,323 $1,626,535
Investments $3,088,844 $3,830,754 $3,483,997 $4,899,346 $3,781,315
Receivables $180,186 $79,324 $224,290 $150,060 $536,861
Gross land, buildings, equipment (LBE) $333,351 $333,352 $341,334 $343,331 $374,246
Accumulated depreciation (as a % of LBE) 81.9% 86.6% 88.9% 92.8% 90.9%
Liabilities (as a % of assets) 2.9% 3.3% 6.6% 5.6% 3.3%
Unrestricted net assets $3,830,594 $4,043,940 $4,245,866 $5,287,218 $4,718,707
Temporarily restricted net assets $775,252 $624,586 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $775,252 $624,586 $816,911 $721,935 $1,125,907
Total net assets $4,605,846 $4,668,526 $5,062,777 $6,009,153 $5,844,614

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Mr. Aaron Rooney

President

Orla Coleman

Number of employees

Source: IRS Form 990

Search and Care, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Search and Care, Inc.

Board of directors
as of 11/15/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Ms. Orla Coleman

Bryan Hunt Lawrence

No Affiliation

Christine L Robinson

Community Advocate

Susan M. Relyea

Katharine S Legg

Community Advocate

Caroline Moore Trip

Community Advocate

Barbara D. Hayes

Claudia G. Thompson

Kathleen B. Linburn

Irvine D. Flinn

No affiliation

Neil E. Botwinoff

Matthew F. Heyd

Nina S Myers

No Affiliation

Ann H. Kaplan

No Affiliation

Peyton Carr

Laura B Ferris

Suzanne L Goldhirsch

Matthew M Twist

Margaret Diaz-Cruz

Orla Coleman

Alexander Cochran

Kate Karet

David Romanelli

Jacques T. Anderson

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 11/15/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

The organization's co-leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female

Race & ethnicity

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 10/06/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.