2022-05-16T16:13:59-05:00 2021-06-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2020-07-01 237013149 PHOENIX HOUSE FOUNDATION INC PHOE 7182226649 34-01 VERNON BLVD LONG ISLAND CITY NY 11101 MARK G WHITE PRESIDENT 7182226649 2022-05-12 1 MARK WHITE 999009999 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2022-05-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK G WHITE 34-01 VERNON BLVD LONG ISLAND CITY NY 11101 2380635 0 X WWW.PHOENIXHOUSE.ORG X 1968 NY WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS. 5 5 0 5 0 0 5736 12407 0 0 -16590 115104 976734 1599011 965880 1726522 0 0 0 0 0 0 0 0 0 3600712 5412754 3600712 5412754 -2634832 -3686232 14761430 12769016 18243835 18967211 -3482405 -6198195 WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS. 0 0 642702 PHOENIX HOUSE FOUNDATION PROVIDES ADMINISTRATIVE SERVICES TO ITS OPERATING AFFILIATES IN TEN STATES. THESE SERVICES ENABLE PHOENIX HOUSE FOUNDATION TOGETHER WITH ITS AFFILIATES TO ACHIEVE ITS MISSION RESULTS BY OPERATING APPROXIMATELY 114 TREATMENT PROGRAMS ACROSS TEN STATES PLUS THE DISTRICT OF COLUMBIA, SERVING MORE THAN 13,000 MEN, WOMEN, AND ADOLESCENTS, SAFEGUARDING YOUTH, STRENGTHENING FAMILIES AND ENABLING THOSE TRAPPED IN DEPENDENCY TO CONFRONT ADDICTION AND TO ACHIEVE AND SUSTAIN RECOVERY. THESE EXPENSES ARE ASSOCIATED WITH SUPPORT SERVICES FOR TREATMENT, HEALTHCARE, EDUCATIONAL AND RESEARCH ACTIVITIES. PHOENIX HOUSE FOUNDATION PROVIDED THESE ADMINISTRATIVE SERVICES UNTIL THE 3/31 DISSOLUTION OF THE SOLE MEMBER. 1 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY X MARK G WHITE - PRESIDENT 7182226649 34-01 VERNON BLVD LONG ISLAND CITY NY 11101 X ROBERT HOWE DIRECTOR 1.00 X 0 0 0 TOM JASPER CHAIR 1.00 X X 0 0 0 WILLIAM RIFKIN DIRECTOR 1.00 X 0 0 0 MARK G WHITE PRESIDENT 1.00 X X 0 0 0 SUSAN SHUBITOWSKI SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 12407 12407 43334 43334 809583 0 809583 809583 809583 725883 507387 146726 218496 -146726 71770 -146726 218496 INSURANCE CLAIM RECOVERY 900099 430169 430169 WRITE OFF OF SILVERPOINT EXIT FEE 900099 255500 255500 MISCELLANEOUS REVENUE 900099 103759 103759 789428 1726522 642702 0 1071413 55400 55400 29425 29425 50344 50344 212884 212884 19744 19744 1305227 1305227 2951162 2951162 497504 497504 BAD DEBT EXPENSE 185000 185000 MISCELLANEOUS 106064 106064 5412754 0 5412754 0 778894 1034519 370000 185000 509226 496423 508993 351119 17286340 14075611 5984164 3210729 2789934 3876426 3820219 3614800 14761430 12769016 845400 132448 509226 496423 68858 48340 16820351 18290000 18243835 18967211 X -7358621 -11261257 3876216 5063062 -3482405 -6198195 14761430 12769016 X -3686232 925016 45426 X X 0 1 X 1 0 X 1296733 369166 5736 12407 1684042 1296733 369166 5736 12407 1684042 1684042 252794 2445824 997719 931543 852917 5480797 1010531 704515 965943 151257 789428 3621674 10786513 0.15610 0.22280 X THE ORGANIZATION IS IN THE PROCESS OF RESTRUCTURING AND IS WORKING ON RECEIVING CONTRIBUTIONS IN THE FUTURE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COST RECOVERY FROM AFFILIATES CHARGE BACK - 2016 AMOUNT: $ 91,293. 2017 AMOUNT: $ 46,007. PRIVATE INSURANCE COST RECOVERY - GROSS INCOME FROM FUNDRAISING - 2016 AMOUNT: $ 142,453. COMMUNICATION COST RECOVERY - 2016 AMOUNT: $ 776,785. 2017 AMOUNT: $ 658,508. OTHER INCOME - 2018 AMOUNT: $ 50. 2019 AMOUNT: $ 151,257. 2020 AMOUNT: $ 103,759. MANAGEMENT FEES - 2018 AMOUNT: $ 879,865. INSURANCE CLAIM RECOVERY - 2018 AMOUNT: $ 86,028. 2020 AMOUNT: $ 430,169. WRITE OFF OF SIVERPOINT - 2020 AMOUNT: $ 255,500. 5412754 5412754 420638 105160 0 0 1000000 552668 330036 420638 2303342 3455013 24000 17950 41950 250000 138167 82509 105160 575836 863754 3516738 1186846 4703584 3795366 -278628 3516738 3851350 158016 214000 3795366 3811939 303231 263820 3851350 4047878 587348 823287 3811939 1.00000 0 0 754428 754428 2483309 2483309 0 4921182 2873346 2047836 9127421 8718956 408465 3210729 DUE FORM RELATED PARTY 2103369 ESCROW ACCOUNT RESTRICTED CASH - REAL ESTATE TAXES 500000 ESCROW ACCOUNT RESTRICTED CASH - INTEREST RESERVE 1002846 NOTES PAYABLE TO AFFILIATE 8585 3614800 X 2646620 925016 45426 970442 1676178 50344 50344 1726522 5362410 0 5362410 50344 50344 5412754 PART X, LINE 2: THE ORGANIZATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL TRUST 45,426. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO INCLUDE PHOENIX HOUSES OF LONG ISLAND, INC., A NEW YORK NOT-FOR-PROFIT CORPORATION, AS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS PHOENIX HOUSES OF LONG ISLAND, INC., A NEW YORK NOT-FOR-PROFIT CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CORPORATE CONTROLLER, CHIEF FINANCIAL OFFICER, AND GENERAL COUNSEL. THE COMPLETED RETURN IS DISTRIBUTED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD OF DIRECTORS (OR COMMITTEE THEREOF) DIRECTLY REVIEWS ALL TRANSACTIONS PRESENTING ANY POTENTIAL CONFLICT OF INTEREST, OR THE APPEARANCE THEREOF, AND ENFORCES THE POLICY BY APPROVING SUCH TRANSACTIONS ONLY IF THEY DO NOT PRESENT A CONFLICT OR ARE INDEPENDENTLY DETERMINED TO BE FAIR, REASONABLE, AND IN THE BEST INTERESTS OF THE ORGANIZATION. ANY DIRECTOR OR OFFICER WITH AN INTEREST IN THE TRANSACTION AT ISSUE MAY NOT PARTICIPATE IN OR ATTEMPT TO INFLUENCE THE BOARD'S (OR COMMITTEE'S) DELIBERATIONS OR DECISION. PRIOR TO ENTERING INTO SUCH A TRANSACTION, THE BOARD (OR COMMITTEE) ALSO CONSIDERS ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION INCLUDES ITS FINANCIAL RESULTS IN THE PHOENIX HOUSE FOUNDATION AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS WHICH ARE MADE AVAILABLE TO THE PUBLIC. OTHER CORPORATE DOCUMENTS ARE AVAILABLE ONLY AT THE DISCRETION OF MANAGEMENT UNLESS REQUIRED BY LAW. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL TRUST 45,426. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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