PARAPROFESSIONAL HEALTHCARE INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PARAPROFESSIONAL HEALTHCARE INSTITUTE INC (EIN 13-3575492)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-25
- IRS object ID
- 202242989349300609
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-25T09:20:47-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133575492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARAPROFESSIONAL HEALTHCARE INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARA | BusinessNameControlTxt |
| Phone | 7184027766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 MADISON AVENUE 913 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODI M STURGEON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7184027766 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JODI | PersonFirstNm |
| Person Last | STURGEON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MILLER | PreparerPersonNm |
| PTIN | P01597612 | PTIN |
| Phone | 9739949400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JODI M STURGEON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 MADISON AVENUE 913 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,610,963 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHINATIONAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PHI WORKS TO IMPROVE THE LIVES OF PEOPLE WHO NEED HOME OR RESIDENTIAL CARE - BY IMPROVING THE LIVES OF THE WORKERS WHO PROVIDE THAT CARE. PHI'S GOAL IS TO ENSURE THE CARING, STABLE RELATIONSHIPS BETWEEN CONSUMERS AND WORKERS, SO THAT BOTH MAY LIVE WITH DIGNITY, RESPECT AND INDEPENDENCE: QUALITY CARE THROUGH QUALITY JOBS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,321,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,157,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $377,750 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $464,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $205,720 | PYInvestmentIncomeAmt |
| CY Investment Income | $517,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,591 | PYOtherRevenueAmt |
| CY Other Revenue | $29,231 | CYOtherRevenueAmt |
| PY Total Revenue | $4,912,633 | PYTotalRevenueAmt |
| CY Total Revenue | $15,168,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,051,342 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $995,542 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,969,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,427,990 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $321,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,086,647 | PYOtherExpensesAmt |
| CY Other Expenses | $1,098,885 | CYOtherExpensesAmt |
| PY Total Expenses | $6,107,407 | PYTotalExpensesAmt |
| CY Total Expenses | $4,522,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,194,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,646,359 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,655,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,359,848 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,044,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,782 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,611,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,183,066 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OPHI WORKS TO TRANSFORM ELDERCARE AND DISABILITY SERVICES. WE FOSTER DIGNITY, RESPECT, AND INDEPENDENCE FOR ALL WHO RECEIVE CARE, AND ALL WHO PROVIDE IT. AS THE NATION'S LEADING AUTHORITY ON THE DIRECT CARE WORKFORCE, PHI PROMOTES QUALITY DIRECT CARE JOBS AS THE FOUNDATION FOR QUALITY CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,351,519 | ExpenseAmt |
| Grant | $995,542 | GrantAmt |
| Revenue | $464,000 | RevenueAmt |
| Desc | SEE SCHEDULE ODIRECT CARE WORKERS ARE AN ESSENTIAL PART OF THE U.S. LONG-TERM CARE SYSTEM PROVIDING SKILLED, HANDS-ON SUPPORT EVERY DAY TO OLDER ADULTS AND PEOPLE WITH DISABILITIES IN HOME, COMMUNITY-BASED, AND RESIDENTIAL SETTINGS. THEY ENSURE CLIENTS' WELLBEING, LEND EMOTIONAL SUPPORT, AND ASSIST WITH DAILY TASKS ESSENTIAL TO INDEPENDENT LIVING.HOWEVER, DIRECT CARE WORKERS ARE OFTEN DENIED OPPORTUNITIES FOR HIGH-QUALITY TRAINING, A LIVING WAGE, ADVANCEMENT, AND RESPECT FOR THE CRITICAL ROLE THEY PLAYMAKING IT HARDER FOR THEM TO PROVIDE THE QUALITY CARE THEIR CLIENTS DESERVE. AT THE SAME TIME, IT IS CHALLENGING FOR DIRECT CARE PROVIDERS TO ATTRACT AND RETAIN CARING, COMMITTED PROFESSIONALS TO MEET THE GROWING NEED FOR LONG-TERM CARE SERVICES.PHI DRAWS ON MORE THAN 30 YEARS OF EXPERIENCE WORKING SIDE-BY-SIDE WITH DIRECT CARE WORKERS AND THEIR CLIENTS ACROSS THE COUNTRY TO OFFER PROVIDERS, POLICYMAKERS, AND OTHER KEY STAKEHOLDERS THE TOOLS NECESSARY TO ENSURE QUALITY CARE AND QUALITY JOBS. WE MAINTAIN A NATIONAL HEADQUARTERS IN NEW YORK CITY AND DEPLOY STAFF FROM ACROSS THE COUNTRY INCLUDING THE TRI-STATE REGION, CALIFORNIA, THE MIDWEST, AND NORTH CAROLINA. PHI IDENTIFIES AND PROMOTES THE INTERVENTIONS NEEDED TO ENSURE DIRECT CARE WORK IS QUALITY WORK, INCLUDING IMPROVED TRAINING, FAMILY-SUSTAINING WAGES, FULL-TIME HOURS, COMPREHENSIVE BENEFITS, AND REAL CAREER PATHS. WE CREATE EMPOWERED WORKERS WHO ARE WELL-TRAINED AND POSITIONED TO PROVIDE QUALITY CARE TO OLDER ADULTS AND PEOPLE WITH DISABILITIES. TRAINING AND WORKFORCE DEVELOPMENT PROGRAMAT THE CORE OF OUR WORK IS AN EMPLOYER-BASED TRAINING PROGRAM IN NEW YORK CITY THAT WE CO-MANAGE WITH COOPERATIVE HOME CARE ASSOCIATES (CHCA), A LICENSED HOME CARE AGENCY AND THE COUNTRY'S LARGEST WORKER-OWNED COOPERATIVE BUSINESS.IN A TYPICAL YEAR, PHI AND CHCA ENROLL MORE THAN 500 PARTICIPANTS IN FREE HOME HEALTH AIDE TRAINING PRIMARILY WOMEN OF COLOR WHO ARE UN- OR UNDER-EMPLOYED UPON ENROLLMENT. OUR PROGRAM IS DISTINGUISHED BY ITS COMPREHENSIVE, HANDS-ON CURRICULUM; GUARANTEED JOB PLACEMENT; AND EXTENSIVE WRAPAROUND RETENTION SUPPORTS. THESE ELEMENTS LEAD TO STRONG PROGRAM OUTCOMES, INCLUDING 95 PERCENT TRAINING COMPLETION AND 85 PERCENT JOB PLACEMENT AMONG TRAINEES, WITH 85 PERCENT OF HIRES STILL WORKING AFTER 90 DAYS.PHI BUILDS FROM THE OPERATION OF THIS PROGRAM TO BRING BEST PRACTICES IN RECRUITMENT, TRAINING, AND WORKFORCE DEVELOPMENT TO LONG-TERM CARE EMPLOYERS, EDUCATORS, AND HEALTH CARE SYSTEMS ACROSS THE COUNTRY. WE ARE DRIVEN TO TRANSFORM THE OPPORTUNITIES PRESENTED BY DIRECT CARE IN LOW-INCOME COMMUNITIES BY IMPROVING ACCESS TO QUALITY FULL-TIME JOBS THAT REFLECT THE DIGNITY OF CAREGIVING AND ITS VALUE TO THE COMMUNITY.WORKFORCE INNOVATIONS PROGRAMPHI'S WORKFORCE INNOVATIONS TEAM (4.5 FTE) COLLABORATES WITH DOZENS OF LONG-TERM CARE PROVIDERS, TRAINING ENTITIES, AND ACADEMIC PARTNERS NATIONWIDE TO STRENGTHEN QUALITY CARE AND QUALITY JOBS BY ADDRESSING ENTRY-LEVEL TRAINING, UPSKILLING, AND ADVANCED ROLES. WE ENGAGE IN ORGANIZATIONAL DEVELOPMENT WITH THESE PROVIDERS, GROUNDED IN PHI'S COACHING APPROACH TO BUILD ESSENTIAL COMMUNICATIONS AND PROBLEM-SOLVING SKILLS. PHI'S ADULT LEARNER-CENTERED APPROACH IS WIDELY RECOGNIZED AS A BEST PRACTICE FOR TRAINING FRONTLINE CAREGIVERS.TO MEET THE LONG-TERM CARE SECTOR'S GROWING DEMAND FOR ONLINE TRAINING SOLUTIONS, PHI HAS DEVELOPED AN EXTENSIVE SUITE OF HYBRID AND ONLINE TRAINING PROGRAMS. THESE INCLUDE A NEW ITERATION OF OUR ENTRY-LEVEL HOME HEALTH AIDE TRAINING PROGRAM AT CHCA, COMBINING ONLINE DELIVERY OF CLASSROOM CONTENT WITH IN-PERSON DEMONSTRATIONS OF PRACTICAL CAREGIVING SKILLS. IN 2022, THIS HYBRID PROGRAM RECEIVED APPROVAL FROM THE NEW YORK STATE DEPARTMENT OF HEALTH AND WAS SUCCESSFULLY PILOTED BY PHI AND CHCA. WE WILL DOCUMENT LESSONS LEARNED FROM THE PILOT TO INFORM THE SECTOR'S CHALLENGING SHIFT TO ONLINE AND HYBRID TRAINING MODALITIES, A NEED ACCELERATED BY THE COVID-19 PANDEMIC. IN ADDITION, PHI HAS CONVERTED MORE THAN A DOZEN OF OUR SPECIALTY TRAINING CURRICULA TO ASYNCHRONOUS E-LEARNING COURSES. THESE INCLUDE PHI'S COVID-19 SAFETY AND STRESS TRAININGS, IN ADDITION TO DIABETES, DEMENTIA, AND FALLS PREVENTION TRAININGS, AMONG OTHERS.IN RECENT YEARS, PHI HAS SEEN A STEADILY INCREASING DEMAND FROM THE FIELD FOR UPSKILLING AND ADVANCED ROLES. AS CLIENT ACUITY INCREASES AND RESOURCES FOR TRAINING STAFF ARE CONSTRICTED, THE NEED FOR AN EFFICIENT, EFFECTIVE WAY TO UPSKILL DIRECT CARE WORKERS WHILE STAYING WITHIN THEIR CURRENT SCOPE OF PRACTICE HAS BECOME MORE URGENT. TO THAT END, WE DEVELOPED THE CARE INTEGRATION SENIOR AIDE (CISA) ROLE, A COMPREHENSIVE MODEL FOR HOME CARE WORKER ADVANCEMENT. THE CISA CURRICULUM TRAINS AIDES IN THE CORE COMPETENCIES THAT ARE CRITICAL TO ADVANCED ROLES: KNOWLEDGE OF CHRONIC DISEASES, INCLUDING THEIR EFFECT ON BODY SYSTEMS AND MANAGEMENT OF CONDITIONS IN THE HOME; COMMUNICATION AND PROBLEM-SOLVING TO ENSURE EFFECTIVE AND RESPECTFUL DELIVERY OF PERSON-CENTERED CARE; AND SKILLS FOR OBSERVING, RECORDING, AND REPORTINGON CLIENTS' HEALTH, WELLBEING, AND SOCIAL AND ENVIRONMENTAL SURROUNDINGS THAT COULD WORSEN PHYSICAL OR EMOTIONAL HEALTH. THE GOAL IS FOR CISAS TO HELP PROVIDERS ACHIEVE POSITIVE HEALTH OUTCOMES, SUCH AS REDUCING CLIENTS' AVOIDABLE HOSPITALIZATIONS. CISAS HAVE A WELL-DEFINED ROLE IN THIS PROCESS AND ARE FIRMLY ESTABLISHED WITHIN CARE TEAMS WHICH ALSO INCLUDE DOCTORS, NURSES, AND SOCIAL WORKERS. CRUCIAL TO EFFECTIVE CARE COORDINATION, CISAS CAN PLAY AN IMPORTANT ROLE IN ADDRESSING CLIENT SOCIAL DETERMINANTS OF HEALTH IN THE HOME, SUCH AS FOOD INSECURITY. IN FISCAL YEAR 2022, PHI SECURED PHILANTHROPIC FUNDING TO FULLY IMPLEMENT AND EVALUATE THE CISA POSITION AT HOME CARE AGENCIES BASED IN MINNESOTA AND WISCONSIN. THROUGH THIS PROJECT, WE PLAN TO CAPTURE CREDIBLE RETURN ON INVESTMENT DATA ON THE CISA INTERVENTION. WE WILL USE THIS DATA TO BUILD AN EVIDENCE-BASED CASE FOR INVESTING IN HOME CARE CAREER LADDERS TO BE SHARED WITH PROVIDERS, PAYERS, AND POLICYMAKERS NATIONWIDE. PHI'S LONG-TERM GOAL (5-10 YEARS) IS TO SEE THE WIDESPREAD DISSEMINATION OF ADVANCED AIDE POSITIONS ON A REGIONAL OR NATIONAL SCALE. POLICY RESEARCH AND ANALYSIS PROGRAMPHI'S POLICY TEAM (6 FTE) SUPPORTS POLICYMAKERS AND ADVOCATES IN CRAFTING EVIDENCE-BASED POLICIES TO ADVANCE QUALITY CARE AND QUALITY JOBS. OUR CAPACITY INCLUDES POLICY AND LABOR MARKET RESEARCH AND STATE, REGIONAL, AND NATIONAL POLICY EXPERTISE. THIS EXPERTISE AND OUR RELATED PUBLIC EDUCATION CAMPAIGNS HAVE ESTABLISHED PHI AS THE NATION'S PRIMARY SOURCE OF INFORMATION AND ANALYSIS ON DIRECT CARE, ANCHORED AT WWW.PHINATIONAL.ORG AND @PHINATIONAL.BEYOND POLICY BRIEFS AND PUBLICATIONS THAT ADDRESS ISSUES RELEVANT TO THE DIRECT CARE WORKFORCE, PHI ALSO PRODUCES LANDSCAPE STUDIES. DRAWING ON RESEARCH AND INFORMANT INTERVIEWS, PHI OFFERS IN-DEPTH ANALYSIS OF THE CARE PROVISION LANDSCAPE AT THE LOCAL AND STATEWIDE LEVELS, ASSESSING HOW TRAINING, SERVICE DELIVERY, REGULATORY, AND PAYMENT SYSTEMS SHAPE THE QUALITY OF CARE FOR OLDER ADULTS AND THE QUALITY OF JOBS FOR DIRECT CARE WORKERS. IN ADDITION, PHI'S REPORTS INCLUDE RECOMMENDATIONS FOR POTENTIAL PROGRAMMATIC INTERVENTIONS TO STRENGTHEN LOCAL DIRECT CARE WORKFORCE SYSTEMS. PHI'S RECENT STATE-BASED POLICY WORK INCLUDES THE MULTIYEAR "ESSENTIAL JOBS, ESSENTIAL CARE" INITIATIVE, THROUGH WHICH WE ARE ADVANCING SYSTEMS-LEVEL REFORMS TO ACHIEVE THREE GOALS: (1) IMPROVE DIRECT CARE WORKER COMPENSATION AND RELATED MEDICAID REIMBURSEMENT RATES; (2) STIMULATE WORKFORCE INNOVATIONS, SUCH AS IMPROVED TRAINING AND CREDENTIALING PROGRAMS; AND (3) IMPROVE WORKFORCE-RELATED DATA COLLECTION, MONITORING, AND EVALUATION. DURING FISCAL YEAR 2022, THE INITIATIVE WAS ACTIVE IN FIVE STATES: MICHIGAN, NEW JERSEY, NEW MEXICO, NEW YORK, AND NORTH CAROLINA. IN EACH STATE, PHI AND OUR COALITION PARTNERS HAVE ADVANCED CONCRETE POLICY VICTORIES FOR THE DIRECT CARE WORKFORCE INCLUDING WAGE INCREASES AND BONUSES IN MICHIGAN, NEW YORK, AND NORTH CAROLINA, AND A VARIETY OF TRAINING, CREDENTIALING, AND DATA COLLECTION INITIATIVES.PHI ALSO RECENTLY LAUNCHED THE DIRECT CARE WORKER EQUITY INSTITUTE TO SUPPORT A RANGE OF INITIATIVES TO ADVANCE EQUITY WITHIN THE DIRECT CARE WORKFORCE. WHILE EQUITY HAS ALWAYS BEEN CENTRAL TO PHI'S MISSION, THROUGH THIS INSTITUTE, WE ARE PROACTIVELY CONFRONTING THE REALITY THAT DIRECT CARE JOBS ARE UNDERVALUED DUE TO HISTORICAL AND STRUCTURAL RACISM, SEXISM, AND XENOPHOBIA IN SOCIETY OVERALL AND WITHIN THE LONG-TERM CARE SYSTEM. WITH AN ONLINE CENTRALIZED HUB OF EQUITY-FOCUSED RESOURCES, THE INSTITUTE WILL PRODUCE ORIGINAL STUDIES ON THE INEQUITIES FACED BY THIS WORKFORCE; DEVELOP EQUITY-SPECIFIC ADVOCACY TOOLS TO HELP STATE AND FEDERAL LEADERS; AND CONVENE DIRECT CARE WORKFORCE EXPERTS INCLUDING WORKERS THEMSELVES TO CRAFT EQUITY-BASED POLICY AND PRACTICE SOLUTIONS. | Desc |
| Total Program Service Expenses | $3,351,519 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARAPROFESSIONAL HEALTHCARE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184027766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 MADISON AVENUE SUITE 913 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANNE GEGGIE | |||||||||
| BOARD CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JODI M STURGEON | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $213,016 | $0 | $740 | 5.00 | ||
| MICHAEL ELSAS | |||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ADRIA POWELL | |||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $207,804 | $11,640 | 35.00 | ||
| BONNIE SCADOVA | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENISE CLARK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $69,487 | $9,580 | 35.00 | |||
| DONNA CALAME | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNY FRIEDLER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN KULP | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANDY TOWNSEND | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SWETA ADHIKARI | |||||||||
| OUTGOING TRUSTEE (2/2022) | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERICA BROWN-MYRIE | |||||||||
| EVP OF FINANCE AND ADMINISTRATION | 40.00 | Yes (X) | $157,368 | $0 | $4,449 | ||||
| ANGELINA DRAKE | |||||||||
| CHIEF STRATEGY OFFICER | 40.00 | Yes (X) | $148,304 | $0 | $36,712 | ||||
| ROBERT ESPINOZA | |||||||||
| EXECUTIVE VICE PRESIDENT OF POLICY | 40.00 | $155,440 | $0 | $17,158 | Yes (X) | ||||
| EMILY DIEPPA | |||||||||
| VP OF WORKFORCE INNOVATIONS | 40.00 | $105,585 | $0 | $1,483 | Yes (X) | ||||
| IRMA RIVERA | |||||||||
| DIRECTOR OF IT STRATEGIES | 40.00 | $114,026 | $0 | $31,889 | Yes (X) | ||||
| BRIAN DIPAOLO | |||||||||
| DIRECTOR OF PHILANTHROPY | 40.00 | $117,821 | $0 | $17,223 | Yes (X) | ||||
| KEZIA SCALES | |||||||||
| SENIOR DIRECTOR OF POLICY RESEARCH | 40.00 | $103,360 | $0 | $49,730 | Yes (X) | ||||
| LOIS MORGAN | |||||||||
| CURRICULUM DEVELOPER | 40.00 | $102,953 | $0 | $740 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,217,873 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $277,291 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $181,344 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUR PART-TIME CONTROLLER | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 WALNUT STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | OUTSOURCED ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $122,349 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $799,559 | GovernmentGrantsAmt |
| All Other Contributions | $13,358,116 | AllOtherContributionsAmt |
| Total Contributions | $14,157,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT FEES | 541900 | $264,000 | $264,000 |
| AFFILIATE CONTRACT FEES | 541900 | $200,000 | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $464,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,802 | TotalRevenueColumnAmt |
| Exclusion | $578,802 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,400,771 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,400,771 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $980,484 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,041,416 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$60,932 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,932 | TotalRevenueColumnAmt |
| Exclusion | -$60,932 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $29,231 | TotalRevenueColumnAmt |
| Exclusion | $29,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,231 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,168,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $464,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $547,101 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,542 | TotalAmt |
| Program Services | $995,542 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,250 | TotalAmt |
| Program Services | $525,899 | ProgramServicesAmt |
| Management And General | $141,229 | ManagementAndGeneralAmt |
| Fundraising | $79,122 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,371 | TotalAmt |
| Program Services | $945,641 | ProgramServicesAmt |
| Management And General | $256,666 | ManagementAndGeneralAmt |
| Fundraising | $142,064 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,629 | TotalAmt |
| Program Services | $129,690 | ProgramServicesAmt |
| Management And General | $28,978 | ManagementAndGeneralAmt |
| Fundraising | $19,961 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,740 | TotalAmt |
| Program Services | $115,250 | ProgramServicesAmt |
| Management And General | $25,752 | ManagementAndGeneralAmt |
| Fundraising | $17,738 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,657 | TotalAmt |
| Management And General | $7,657 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,408 | TotalAmt |
| Management And General | $120,408 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,040 | TotalAmt |
| Management And General | $44,040 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,823 | TotalAmt |
| Program Services | $147,996 | ProgramServicesAmt |
| Management And General | $7,502 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,849 | TotalAmt |
| Program Services | $2,629 | ProgramServicesAmt |
| Management And General | $1,035 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,598 | TotalAmt |
| Program Services | $23,724 | ProgramServicesAmt |
| Management And General | $17,699 | ManagementAndGeneralAmt |
| Fundraising | $3,175 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,644 | TotalAmt |
| Program Services | $62,837 | ProgramServicesAmt |
| Management And General | $63,415 | ManagementAndGeneralAmt |
| Fundraising | $5,392 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,270 | TotalAmt |
| Program Services | $252,543 | ProgramServicesAmt |
| Management And General | $72,379 | ManagementAndGeneralAmt |
| Fundraising | $35,348 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,413 | TotalAmt |
| Program Services | $19,119 | ProgramServicesAmt |
| Management And General | $2,294 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,263 | TotalAmt |
| Program Services | $6,812 | ProgramServicesAmt |
| Management And General | $1,394 | ManagementAndGeneralAmt |
| Fundraising | $57 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,558 | TotalAmt |
| Program Services | $1,747 | ProgramServicesAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
| Fundraising | $123 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,807 | TotalAmt |
| Program Services | $50,254 | ProgramServicesAmt |
| Management And General | $12,251 | ManagementAndGeneralAmt |
| Fundraising | $8,302 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,875 | TotalAmt |
| Program Services | $16,611 | ProgramServicesAmt |
| Management And General | $11,628 | ManagementAndGeneralAmt |
| Fundraising | $2,636 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $40,486 | $27,292 | $8,820 | $4,374 |
| FEES, DUES AND SUBSCRIP | $39,795 | $17,541 | $20,920 | $1,334 |
| MISCELLANEOUS | $14,107 | $9,637 | $3,794 | $676 |
| MATERIALS, EQUIPMENT AN | $2,292 | $755 | $981 | $556 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,522,417 | TotalAmt |
| Program Services | $3,351,519 | ProgramServicesAmt |
| Management And General | $849,530 | ManagementAndGeneralAmt |
| Fundraising | $321,368 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,653 | BOYAmt |
| EOY | $140,123 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,734,419 | BOYAmt |
| EOY | $2,509,266 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,181 | BOYAmt |
| EOY | $1,236,667 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,117 | BOYAmt |
| EOY | $72,935 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,849 | BOYAmt |
| EOY | $65,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,424,021 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,360,596 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,289 | BOYAmt |
| EOY | $63,425 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,630,023 | BOYAmt |
| EOY | $13,770,151 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,696 | BOYAmt |
| EOY | $501,380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,655,227 | BOYAmt |
| EOY | $18,359,848 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,044 | BOYAmt |
| EOY | $114,705 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,118 | BOYAmt |
| EOY | $53,367 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,980 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,048 | BOYAmt |
| EOY | $8,710 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,190 | BOYAmt |
| EOY | $176,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,764 | BOYAmt |
| EOY | $11,751,366 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,684,273 | BOYAmt |
| EOY | $6,431,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,611,037 | BOYAmt |
| EOY | $18,183,066 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,655,227 | BOYAmt |
| EOY | $18,359,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,646,359 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,074,330 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,924,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,554,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,213,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,321,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,157,675 | CurrentTaxYearAmt |
| Total | $33,171,888 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,924,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,554,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,213,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,321,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,157,675 | CurrentTaxYearAmt |
| Total | $33,171,888 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,598,262 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,573,626 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,682,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,721,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,698,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,575,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,979,573 | CurrentTaxYearAmt |
| Total | $8,658,252 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,231 | CurrentTaxYearAmt |
| Total | $99,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,929,526 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,818,626 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2017 AMOUNT: $ 18,422. 2018 AMOUNT: $ 15,796. 2019 AMOUNT: $ 28,346. 2020 AMOUNT: $ 7,591. 2021 AMOUNT: $ 29,231. |
| PART II, SECTION B, LINE 10: | OTHER INCOME IS USED TO CARRY OUT THE ORGANIZATIONS TAX EXEMPT ACTIVITIES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,180 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,180 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,515,237 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,522,417 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $376,121 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $94,030 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $411,829 | CurrentYearMinus3Amt |
| Current Year Minus2 | $470,315 | CurrentYearMinus2Amt |
| Current Year Minus1 | $455,370 | CurrentYearMinus1Amt |
| Current Year | $376,121 | CurrentYearAmt |
| Total | $1,713,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,570,453 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $7,180 | CurrentYearAmt |
| Total | $7,180 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $102,957 | CurrentYearMinus3Amt |
| Current Year Minus2 | $117,579 | CurrentYearMinus2Amt |
| Current Year Minus1 | $113,843 | CurrentYearMinus1Amt |
| Current Year | $94,030 | CurrentYearAmt |
| Total | $428,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $642,614 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 1C: | FormAndLineReferenceDesc |
| Explanation | DIRECT LOBBYING EXPENSES DETAIL: STAFF TIME $6,155 | MEDIA ADVERTISING $40 | PUBLICATIONS $985 TOTAL EXPENSE: $7,180 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,630,023 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$614,504 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| End Year Balance | $3,765,519 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,933,652 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $846,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| End Year Balance | $4,630,023 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,048,888 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $134,764 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| End Year Balance | $3,933,652 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,833,529 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,359 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,048,888 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,797,775 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $235,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| End Year Balance | $3,833,529 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.96936 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03064 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,980,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,931,149 | DepreciationAmt |
| Book Value | $49,418 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,563 | DepreciationAmt |
| Book Value | $14,007 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,332,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,332,884 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,425 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS PAYABLE | Desc |
| Amt | $8,710 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,710 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,050,406 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,074,330 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,074,330 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,124,736 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,040 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $44,040 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,168,776 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,478,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,478,377 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,040 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,040 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,522,417 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN AUGUST 2014, PHI RECEIVED A $2,000,000 ENDOWMENT GIFT FROM A TRUST FOR THE TRAINING AND CERTIFICATION OF HOME HEALTH CARE WORKERS ("HEALTH CARE WORKERS PROGRAM"). IN JULY 2016, PHI RECEIVED AN ADDITIONAL ENDOWMENT GIFT FROM THE SAME TRUST OF $1,650,154. PHI MAY APPLY INCOME FROM THE ENDOWMENT TO THE TRAINING OF HEALTHCARE WORKERS. |
| PART X, LINE 2: | PHI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, PHI HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. PHI IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) AND THE NEW YORK CHAR500 (ANNUAL FILING FOR CHARITABLE ORGANIZATIONS), WHICH ARE SUBJECT TO EXAMINATION BY THE IRS AND THE STATE OF NEW YORK, RESPECTIVELY, UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN. THE FORMS 990 FOR 2019 THROUGH 2021 ARE OPEN TO EXAMINATION BY THE IRS AS OF JUNE 30, 2022. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). MANAGEMENT HAS DETERMINED THAT PHI HAD NO ACTIVITIES SUBJECT TO UBIT IN THE YEARS ENDED JUNE 30, 2022 OR 2021. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERATIVE HOME CARE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST FORDHAM ROAD 12TH FLOOR | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 133238142 | RecipientEIN |
| Cash Grant | $995,542 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TRAINING AND WORKFORCE DEVELOPMENT PROGRAM, HCW FIRE VICTIMS FUND AND GENERAL SUPPORT. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROGRAM REPORTS ARE REVIEWED INTERNALLY ON A MONTHLY BASIS AND PROVIDED, ON A QUARTERLY BASIS, TO SENIOR STAFF, THE FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS AS PART OF EACH MEETING'S REGULAR AGENDA. AT MINIMUM, ANNUAL AUDITED FINANCIAL REPORTS ARE PRODUCED AND PROVIDED. |
| PART II, LINE 1(H): | PURPOSE OF GRANT DETAIL: 1. TRAINING AND WORKFORCE DEVELOPMENT PROGRAM - $982,299 2. GENERAL SUPPORT - HCW FIRE VICTIMS FUND - $8,243 3. GENERAL SUPPORT - $5,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JODI M STURGEON | ||||||||||||||
| PRESIDENT | $212,242 | $0 | $0 | $0 | $774 | $0 | $0 | $0 | $740 | $0 | $213,756 | $0 | $0 | $0 |
| ADRIA POWELL | ||||||||||||||
| SECRETARY | $0 | $204,252 | $0 | $3,000 | $0 | $552 | $0 | $0 | $0 | $11,640 | $0 | $219,444 | $0 | $0 |
| ERICA BROWN-MYRIE | ||||||||||||||
| EVP OF FINANCE AND ADMINISTRATION | $157,172 | $0 | $0 | $0 | $196 | $0 | $0 | $0 | $4,449 | $0 | $161,817 | $0 | $0 | $0 |
| ANGELINA DRAKE | ||||||||||||||
| CHIEF STRATEGY OFFICER | $148,199 | $0 | $0 | $0 | $105 | $0 | $0 | $0 | $36,712 | $0 | $185,016 | $0 | $0 | $0 |
| ROBERT ESPINOZA | ||||||||||||||
| EXECUTIVE VICE PRESIDENT OF POLICY | $155,244 | $0 | $0 | $0 | $196 | $0 | $0 | $0 | $17,158 | $0 | $172,598 | $0 | $0 | $0 |
| KEZIA SCALES | ||||||||||||||
| SENIOR DIRECTOR OF POLICY RESEARCH | $103,282 | $0 | $0 | $0 | $78 | $0 | $0 | $0 | $49,730 | $0 | $153,090 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ADRIA POWELL PRESIDENT CHCA | |||
| SECRETARY | $838,667 | TRAINING AND PROGRAM GRANTS TO CHCA | 0 |
| ADRIA POWELL PRESIDENT CHCA | |||
| SECRETARY | $143,632 | OTDA GRANTS TO CHCA | 0 |
| ADRIA POWELL PRESIDENT CHCA | |||
| SECRETARY | $13,243 | OTHER GRANTS TO CHCA | 0 |
| ADRIA POWELL PRESIDENT CHCA | |||
| SECRETARY | $200,000 | TECHNICAL SUPPORT TO CHCA | 0 |
| ADRIA POWELL PRESIDENT CHCA | |||
| SECRETARY | $997,454 | SUBLEASE RENT FROM CHCA | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, LINE 3 AND 5: | FormAndLineReferenceDesc |
| Explanation | FACILITIES ARE SUBLEASED TO CHCA AT COST FOR THE SAME TERMS AND CONDITIONS AS PROVIDED BY THE LESSOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IN ADDITION, PHI CONTINUES TO PRODUCE A SERIES OF RESEARCH- AND EVIDENCE- | BASED POLICY PUBLICATIONS, INCLUDING "STATE POLICY STRATEGIES FOR STRENGTHENING THE DIRECT CARE WORKFORCE" A COMPILATION OF 24 STATE POLICY SOLUTIONS TO IMPROVE JOB QUALITY AND STABILIZE THIS WORKFORCE. OUR RESEARCH AND PUBLICATIONS RELATED TO THE COVID-19 PANDEMIC ARE DETAILED IN THE FOLLOWING SECTION. PHI'S RESPONSE TO COVID-19 IN SEPTEMBER 2021, PHI PUBLISHED "DIRECT CARE WORKERS IN THE UNITED STATES: KEY FACTS," OUR ANNUAL RESEARCH REPORT ON HOME CARE WORKERS, RESIDENTIAL CARE AIDES, AND NURSING ASSISTANTS. THE REPORT INCLUDES UPDATED WORKFORCE DATA AS WELL AS NEW DATA RELATED TO THE COVID-19 PANDEMIC. IN OCTOBER 2021, WE RELEASED A STUDY ON WORKERS DISPLACED DURING THE COVID-19 PANDEMIC WITH THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO (UCSF) HEALTH WORKFORCE RESEARCH CENTER ON LONG-TERM CARE, WHICH FOUND THAT THE LONG-TERM CARE FIELD HAS BEEN LARGELY UNSUCCESSFUL IN RECRUITING DISPLACED WORKERS TO DIRECT CARE OVER THIS TIME. PHI ALSO FINALIZED A NATIONAL STUDY AND ITS RESULTING REPORT, "ESSENTIAL SUPPORT: STATE HAZARD PAY AND SICK LEAVE POLICIES FOR DIRECT CARE WORKERS DURING COVID-19." RESEARCHED OVER 18 MONTHS, THE REPORT DETAILS OUR FINDINGS ON HAZARD PAY AND PAID SICK LEAVE POLICIES ENACTED ACROSS ALL 50 STATES AND WASHINGTON, DC DURING THE COVID-19 PANDEMIC AND DISTILLS IMPORTANT LESSONS FOR FUTURE POLICY DEVELOPMENT. THIS STUDY IS BEING WIDELY DISSEMINATED THROUGH PHI'S NEWSLETTER, ACROSS SOCIAL MEDIA PLATFORMS, VIA DIRECT OUTREACH TO KEY STAKEHOLDERS, AND THROUGH PRESENTATIONS AT CONFERENCES. STRATEGIC PLAN: 2022-2025 PHI HAS LAUNCHED A NEW, BOARD-APPROVED STRATEGIC PLAN THAT WILL GUIDE OUR WORK BETWEEN 2022 AND 2025. OUR APPROACH TO DEVELOPING THE PLAN HAS INCLUDED CLOSE ENGAGEMENT WITH THE BOARD OF DIRECTORS, SWOT-STYLE STRATEGIC CONVERSATIONS AT THE TEAM LEVEL, AND INPUT FROM A RANGE OF EXTERNAL STAKEHOLDERS. IN CONNECTION WITH THIS PROCESS, PHI DEVELOPED A STRATEGIC VISION STATEMENT: CREATE HIGH QUALITY JOBS TO TRANSFORM THE DIRECT CARE WORKFORCE AND MEET THE GROWING DEMAND FOR LONG-TERM SERVICES AND SUPPORTS." TO ACHIEVE THIS VISION, PHI WILL FOCUS ON FIVE KEY ORGANIZATIONAL IMPACT AIMS: 1. DRIVE INVESTMENT IN WORKFORCE INNOVATIONS AND POLICY CHANGE 2. BOLSTER THE EVIDENCE BASE FOR IMPROVING DIRECT CARE JOBS 3. DEEPEN PUBLIC UNDERSTANDING ABOUT THE VALUE OF DIRECT CARE 4. SUPPORT EMPLOYERS IN STRENGTHENING JOB QUALITY 5. CENTER DIVERSITY, EQUITY, AND INCLUSION IN DIRECT CARE |
| FORM 990, PART VI, SECTION A, LINE 7A | ORGANIZATION OFFICERS SERVE ON RELATED ENTITY BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE PRIOR TO THE FILING AND MADE AVAILABLE TO THE FULL BOARD WHEN FINALIZED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PHI'S BOARD MEMBERS COMPLETE ANNUAL DISCLOSURE FORMS. ALL BOARD MEMBERS AND KEY STAFF PERSONS ARE RESPONSIBLE FOR RAISING ANY ADDITIONAL CONFLICTS VERBALLY THROUGHOUT THE YEAR SHOULD THE SITUATION ARISE, THE APPLICABLE MEMBER WOULD COMPLETE AN UPDATED DISCLOSURE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S SALARY IS SET BY THE BOARD CHAIR, IN COLLABORATION WITH THE EXECUTIVE TEAM OF THE BOARD. CURRENT SALARY DATA RELATIVE TO THE FIELD, SIZE OF THE ORGANIZATION, AND THE CEO'S OVERALL RESPONSIBILITIES IS RESEARCHED AND TAKEN INTO ACCOUNT. SALARIES FOR ALL KEY PERSONNEL OTHER THAN CEO ARE SET BY EXECUTIVE LEADERSHIP SUPPORTED THROUGH THE PROCESS OF BENCHMARKING. |
| FORM 990, PART VI, SECTION C, LINE 19 | PHI'S FINANCIAL STATEMENTS AND TAX RETURNS ARE POSTED ON GUIDESTAR AND AVAILABLE IN ELECTRONIC FORMAT UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR ENDED 6/30/2022, THE ORGANIZATION HAS NOT CHANGED ITS SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERATIVE HOME CARE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST FORDHAM ROAD | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133238142 | EIN |
| Primary Activities | HOME CARE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COOPERATIVE HOME CARE ASSOCIATES | ||
| B | $995,542 | CASH |
| COOPERATIVE HOME CARE ASSOCIATES | ||
| J | $997,454 | CASH |
| COOPERATIVE HOME CARE ASSOCIATES | ||
| M | $200,000 | CASH |