Mission: Search and Care's mission is to seek out older people in the community who need help in managing life's daily activities or accessing essential services, and to prov ... (More)

Search and Care is a 501(c)(3) organization, with an IRS ruling year of 1975, and donations are tax-deductible.

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Contact Information

  https://www.searchandcare.org/

  1844 Second Avenue
New York NY 10128 

  212-289-5300


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Financial and Accountability & Transparency score for Search and Care is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Good

This charity's score is 87.47, earning it a 3-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019. More recent filing data is available, but it has not been factored into this score, due to COVID-19's effect on this organization.

View this organization’s historical ratings.

Rating update postponed due to COVID-19's impact on this organization. View Search and Care's response.


Back to Overall

Star Rated Report

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Program Expense

Program Expense Ratio

76.9%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

8.4%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

14.5%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

3.2%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.16


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

3.43 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

0.65%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors can be reluctant to contribute to a charity when their name, address, or other basic information may become part of donor lists that are exchanged or sold, resulting in an influx of charitable solicitations from other organizations. Our analysts check the charity's website to see if the organization has a donor privacy policy in place and what it does and does not cover. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Brian Kravitz, Executive Director

$150,386 (11.12% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Services for the aged (see also 153 ad 382) (BMF activity code: 575)

Referral service (social agencies) (BMF activity code: 569)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.


Search and Care reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Staffing


How COVID-19 impacted the organization's operations financially:

Due to the risks of COVID-19, Search and Care canceled Board-driven fundraisers—a significant part of the agency's revenue. Some of this loss was covered by special grants from current/new foundation funders and a "Paycheck Protection Program" loan. In September 2021, Search and Care is holding its first in-person fundraiser in nearly 1 1/2 years -- practicing all recommended COVID-19 safety protocols.


How COVID-19 impacted the organization's delivery of programs:

Search and Care temporarily suspended in-home/in-person social work and other supportive services. All social workers/care managers and other agency professionals communicated with -- and provided services to -- older adult clients virtually or by phone on an ongoing basis. As of June 2021, in-home services resumed gradually as staff and clients became fully vaccinated.


How this organization adapted to changing conditions caused by COVID-19:

Search and Care expanded its Groups/Enrichment activities and "Talkin' It Out" informal counseling -- provided by English/Spanish-speaking Social Workers (i.e., for those who may not want psychotherapy but benefit from “chats” with an empathetic professional). We made a concerted effort to expand these services in order to address older adult loneliness and help prevent its negative impact on mental/physical health. With special COVID-19 grants, we launched a new Emergency Groceries, Hygiene, and Sanitary Supply Program. When our clients face food insecurity—or perhaps cannot shop for essential hygiene and sanitary items (e.g., masks, hand sanitizer) due to limited resources and/or mobility—Search and Care assists. Such emergency grocery, hygiene, and sanitary needs have resulted in more than 1,000 orders/deliveries since COVID began in March 2020.


Innovations the organization intends to continue permanently after the pandemic:

As stated above, innovations we plan to maintain include continued growth of Groups/Enrichment activities; “Talkin’ It Out” informal counseling to help reduce loneliness; and the Emergency Groceries, Hygiene, and Sanitary Supply Program for financially vulnerable and/or homebound older adults. In addition, after fact-finding, discussions with community stakeholders, Board/staff deliberation, and help from several funders, Search and Care is nearly doubling its service area in the next 18 months: from 50 blocks in Manhattan's East Harlem, Yorkville, and Carnegie Hill communities (East 80s - East 138th Street | Fifth Avenue - East River), to now also include approximately 40 blocks on the Upper Westside (West 70s - West 110th Street | Riverside Drive - Central Park West). During this expansion, we will focus on providing much-needed in-home care--collaborating closely with partner social service agencies.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
6/1/20202019 87.47
6/1/20192018 90.95
6/1/20182017 94.70
7/1/20172016 94.79
7/1/20162015 93.16
6/1/20162014 94.08
Rating Version: 2.0
11/1/20152014 92.79
6/1/20142013 93.89
9/1/20132012 90.83
8/1/20132012 89.53

This organization received multiple star ratings within this fiscal year, due to an update to its Accountability and Transparency data and/or the receipt of an amended Form 990.

4/1/20132011 92.69
12/1/20122011 91.82

Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Search and Care cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.


Back to Overall

Additional Information

Unscored

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Largest Programs

Largest Programs



Search and Care reported its largest program on its FY 2020 Form 990 as:


$1,109,137

Spent in most recent FY

100%

Percent of program expenses


As part of a full spectrum of care management, Search & Care assists clients who apply for benefits and entitlements, arranges homecare & transportation, advocates in legal, health care and housing ma ... (More)


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Search and Care is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


Search and Care seeks out older people in the community who need help managing life's daily activities or accessing essential services, and provides them the support and companionship they require to age in place for as long as is feasible. For 50 years, Search and Care's hallmark is providing older people with fee-free, in-home, personalized care, that is also to be cost-effective. Many of our clients are frail, and low-income, isolated and homebound. Accepting help from Search and Care is often preferred over the necessity to relocate to an alternative housing setting such as assisted, enriched, or nursing facilities. We have served over 25,000 older people who live in the communities of Yorkville, Carnegie Hill and East Harlem. Commenced July 1, 2021, Search and Care is nearly doubling its service area -- collaborating with community partners to provide in-home care to older people on Manhattan's Upper Westside (West 70s - West 110th Street | Central Park West - Riverside Drive).


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Our vision is to help older New Yorkers age at home for as long as is safely feasible. To accomplish this, Search and Care provides fee-free, individualized, high-touch social work/care management. Our team of social workers helps with: securing benefits and entitlements; supportive advocacy (e.g., government, housing, legal, mental/medical health); arranging for homecare and transportation; money management, and more. This team is bolstered by 15-plus supportive services professionals (money management, groups, nutrition, nursing, emergency groceries and stipends, handyperson, occupational therapy, pet support, etc.).


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Help alleviate isolation and loneliness to mitigate mental/medical health ramifications -- improving an older adult's ability to age at home with quality of life and peace of mind.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Double service area (100+ blocks from East River to Hudson River): from traditional catchment of East Harlem/Upper East Side, to include Upper West Side where fee-free, in-home social work is lacking.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: Needs assessment and evaluation to determine correlations between services and older clients' aging at home longer -- input from our Client Advisory Committee to suggest augmentations/new services.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Search and Care defrays the cost of staff training and professional development -- fostering improved skills of our staff members.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

Search and Care Community Sentinels: professionals from social service agencies, faith entities, healthcare organizations, housing, elected officials, and residents banding together to address older adult needs. Coalition-building with like-minded organizations to ensure older adult clients' needs are met -- utilizing the strengths of each agency. Dedicated Social Media Strategist helps raise the awareness of older adult needs and Search and Care services. Client Advisory Committee -- active and highly involved older adults meet at least monthly to discuss neighborhood concerns, feedback and input about agency services, and advocacy techniques concerning older adult needs/concerns.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


In March 2021, at the beginning of the COVID-19 public health crisis, Search and Care converted from in-home services to primarily engaging our clients telephonically. We re-envisioned our care to be provided offsite by Social Workers, Care Managers, and our agency's other supportive service professionals—offering various fields of expertise. Social Worker and Care Manager Outreach: Every client was called by their Search and Care Social Worker or Care Manager. We ascertained: a) if they were safe; b) what were their pressing concerns, needs, challenges, etc.; c) how they were handling isolation being most had to shelter in place; and, d) what the impact was of COVID-19 on their physical, emotional and mental health status. The agency has been able to meet our clients' needs. They have expressed gratitude and relief as in-person care has resumed since, for many, home visits are often their only face-to-face interactions. Since the inception of the COVID-19 public health crisis, Search and Care learned that an emergency plan (fiscal and programmatic) is crucial in responding to any future crises. In March 2020, we quickly transitioned to telephonic/virtual Social Work/Care Management and other supportive services. The agency has now resumed safe in-home services (i.e., staff and clients fully vaccinated), but now—through the experience over the last 18 months—has a roadmap on how to respond to the current exacerbation of COVID-19, and if another emergency occurs.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Brian Kravitz

Executive Director

Orla Coleman

President

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

Not Currently Scored

Search and Care is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback or Diversity, Equity, & Inclusion data. Nonprofit organizations are encouraged to fill out the How We Listen and Equity Practices sections of their Candid profile.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


Back to Overall

Culture & Community Report

Unscored

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Constituent Feedback

Diversity, Equity, & Inclusion


This organization has not provided information regarding the diversity, equity and inclusion (DEI) practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback from the constituents and/or communities it serves. However, it did not respond to one or more survey questions, and therefore is not eligible for a score on this metric. (View our beacon methodology.) Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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