PHOENIX HOUSE FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX HOUSE FOUNDATION INC (EIN 23-7013149)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202021979349305502
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T14:12:10-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX HOUSE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 7182226649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34-01 VERNON BLVD | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK G WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7182226649 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA M CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.146.222.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 10:14:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 86324AA6648A884C06306129ED8808CB1BD1A3DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7BBFA6259344C32E569AC7E54D1F40DDD1EEA94 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK G WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34-01 VERNON BLVD | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,811,657 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHOENIXHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $369,166 | PYContributionsGrantsAmt |
| CY Contributions Grants | $85,134 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $674,391 | PYInvestmentIncomeAmt |
| CY Investment Income | $372,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,096,109 | PYOtherRevenueAmt |
| CY Other Revenue | $1,038,744 | CYOtherRevenueAmt |
| PY Total Revenue | $4,139,666 | PYTotalRevenueAmt |
| CY Total Revenue | $1,496,259 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,171,012 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,830,746 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,885,069 | PYOtherExpensesAmt |
| CY Other Expenses | $2,533,724 | CYOtherExpensesAmt |
| PY Total Expenses | $10,056,081 | PYTotalExpensesAmt |
| CY Total Expenses | $4,364,470 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,916,415 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,868,211 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,823,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,723,850 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,405,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $781,580 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,418,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,942,270 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $1,598,057 | RevenueAmt |
| Desc | 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. | Desc |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | 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 | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK G WHITE - PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7182226649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34-01 VERNON BLVD | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT HOWE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM JASPER | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM RIFKIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN D BRAY | |||||||
| PRESIDENT & CEO (OUTGOING) | 40.00 | $233,837 | $0 | $0 | Yes (X) | ||
| BENJAMON NORDSTROM | |||||||
| PRESIDENT & CEO | 40.00 | $350,360 | $0 | $0 | Yes (X) | ||
| HEDI B GOLDSTEIN | |||||||
| GENERAL COUNSEL | 40.00 | $309,046 | $0 | $35,315 | Yes (X) | ||
| CLY FOWKES | |||||||
| PROGRAM DIRECTOR | 40.00 | $128,482 | $0 | $8,526 | Yes (X) | ||
| COLEEN MCGRATH | |||||||
| EXECUTIVE | 40.00 | $137,385 | $0 | $8,429 | Yes (X) | ||
| ELENA STURMAN | |||||||
| SENIOR EXECUTIVE | 40.00 | $319,585 | $0 | $17,728 | Yes (X) | ||
| LOUIS FORTE | |||||||
| BENEFITS DIRECTOR | 40.00 | $119,588 | $0 | $22,589 | Yes (X) | ||
| MORRIS CHOMSKI | |||||||
| ACCOUNTANT III | 40.00 | $125,886 | $0 | $9,286 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,724,169 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BDO LLP | |||||
| 770 KENNMORE SE SUITE 300 | GRAND RAPIDS | MI | 49546 | ACCOUNTING SERVICES | $2,417,486 |
| GRANT THORTON LLP | |||||
| 33570 TREASURY CENTER | CHICAGO | IL | 606943500 | ACCOUNTING SERVICES | $501,605 |
| CYRUSONE LLC | |||||
| 3581 SOLUTIONS CENTER | CHICAGO | IL | 60677 | IT SERVICES | $252,156 |
| CHARLES M TRUNZ III | |||||
| 39 MATINECOCK FARMS RD | GLEN COVE | NY | 11542 | CONSULTING SERVICES | $231,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $85,134 | AllOtherContributionsAmt |
| Total Contributions | $85,134 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,662 | TotalRevenueColumnAmt |
| Exclusion | $134,662 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $861,457 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $861,457 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $861,457 | TotalRevenueColumnAmt |
| Exclusion | $861,457 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $553,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $315,398 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $237,719 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,719 | TotalRevenueColumnAmt |
| Exclusion | $237,719 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ASSET AMORTIZATION RECOVER | $91,209 | $91,209 |
| INSURANCE CLAIM RECOVER | $86,028 | $86,028 |
| MISCELLANEOUS REVENUE | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $177,287 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,496,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $177,287 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,233,838 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,595 | TotalAmt |
| Management And General | $1,041,595 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,960 | TotalAmt |
| Management And General | $526,960 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,420 | TotalAmt |
| Management And General | $34,420 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,918 | TotalAmt |
| Management And General | $143,918 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,853 | TotalAmt |
| Management And General | $83,853 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,037 | TotalAmt |
| Management And General | $132,037 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,700 | TotalAmt |
| Management And General | $317,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,950 | TotalAmt |
| Management And General | $17,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,383 | TotalAmt |
| Management And General | $44,383 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,184 | TotalAmt |
| Management And General | $263,184 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,913 | TotalAmt |
| Management And General | $46,913 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,197 | TotalAmt |
| Management And General | $100,197 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672 | TotalAmt |
| Management And General | $2,672 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,864 | TotalAmt |
| Management And General | $121,864 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,114 | TotalAmt |
| Management And General | $28,114 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,249 | TotalAmt |
| Management And General | $30,249 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,783 | TotalAmt |
| Management And General | $9,783 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,361 | TotalAmt |
| Management And General | $1,193,361 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,215 | TotalAmt |
| Management And General | $39,215 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EQUIPMENT LEASES | $162,484 | $162,484 |
| SUPPORT SERVICES | $7,974 | $7,974 |
| REPAIRS AND MAINTENANCE | $7,312 | $7,312 |
| OTHER EXPENSES | $7,132 | $7,132 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200 | TotalAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,364,470 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,364,470 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,022,039 | BOYAmt |
| EOY | $1,093,457 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,910 | BOYAmt |
| EOY | $370,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,631 | BOYAmt |
| EOY | $522,118 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,934 | BOYAmt |
| EOY | $214,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,123,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,054,996 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,603,483 | BOYAmt |
| EOY | $4,068,011 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,810,700 | BOYAmt |
| EOY | $4,968,545 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,300,170 | BOYAmt |
| EOY | $5,487,719 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,823,867 | BOYAmt |
| EOY | $16,723,850 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,669,666 | BOYAmt |
| EOY | $139,543 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $536,840 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,011 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000,000 | BOYAmt |
| EOY | $105,197 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,405,677 | BOYAmt |
| EOY | $781,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,501,167 | BOYAmt |
| EOY | $11,731,442 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,285 | BOYAmt |
| EOY | $694,090 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,516,738 | BOYAmt |
| EOY | $3,516,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,418,190 | BOYAmt |
| EOY | $15,942,270 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,823,867 | BOYAmt |
| EOY | $16,723,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,868,211 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $78,394 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $5,510,684 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$14,196,787 | 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 | 0 | FSAuditedInd |
| 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 | $2,087,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,169,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,296,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $369,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,314 | CurrentTaxYearAmt |
| Total | $5,007,900 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,087,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,169,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,296,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $369,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,314 | CurrentTaxYearAmt |
| Total | $5,007,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,007,900 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $916,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $836,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,445,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,233,838 | CurrentTaxYearAmt |
| Total | $5,686,059 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,573,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,736,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,010,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $704,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,287 | CurrentTaxYearAmt |
| Total | $6,171,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,865,633 | TotalSupportAmt |
| Public Support CY170 | 0.29690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | COST RECOVERY FROM AFFILIATES CHARGE BACK - 2014 AMOUNT: $ 786,886. 2015 AMOUNT: $ 293,135. 2016 AMOUNT: $ 91,293. 2017 AMOUNT: $ 46,007. PRIVATE INSURANCE COST RECOVERY - 2014 AMOUNT: $ 961,096. 2015 AMOUNT: $ 137,748. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. GROSS INCOME FROM FUNDRAISING - 2014 AMOUNT: $ 183,875. 2015 AMOUNT: $ 155,407. 2016 AMOUNT: $ 142,453. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. COMMUNICATION COST RECOVERY - 2014 AMOUNT: $ 641,177. 2015 AMOUNT: $ 1,150,017. 2016 AMOUNT: $ 776,785. 2017 AMOUNT: $ 658,508. OTHER INCOME - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 50. ASSET AMORTIZATION RECOVERY - 2018 AMOUNT: $ 61,209. INSURANCE CLAIM RECOVERY - 2018 AMOUNT: $ 86,028. | ExplanationTxt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,950 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,950 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,346,520 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,364,470 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $368,224 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $92,056 | FilingOrganizationsTotalAmt |
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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $368,224 | CurrentYearAmt |
| Total | $3,368,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,052,336 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $63,505 | CurrentYearMinus3Amt |
| Current Year Minus2 | $29,105 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,000 | CurrentYearMinus1Amt |
| Current Year | $17,950 | CurrentYearAmt |
| Total | $134,560 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $92,056 | CurrentYearAmt |
| Total | $842,056 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,263,084 | 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 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,851,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $158,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $214,000 | OtherExpendituresAmt |
| End Year Balance | $3,795,016 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,811,939 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $303,231 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $263,820 | OtherExpendituresAmt |
| End Year Balance | $3,851,350 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,047,878 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $587,348 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $823,287 | OtherExpendituresAmt |
| End Year Balance | $3,811,939 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,837,368 | BeginningYearBalanceAmt |
| Contributions | $2,421,363 | ContributionsAmt |
| Investment Earnings Or Losses | -$147,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,063,195 | OtherExpendituresAmt |
| End Year Balance | $4,047,878 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,257,545 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$157,777 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $262,400 | OtherExpendituresAmt |
| End Year Balance | $3,837,368 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.92680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07330 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $160,603 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,962,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,894,393 | DepreciationAmt |
| Book Value | $4,068,011 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,068,011 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FORM RELATED PARTY | Desc |
| Book Value | $5,487,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,487,719 | TotalBookValueOtherAssetsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN D BRAY | ||||||||||||||
| PRESIDENT & CEO (OUTGOING) | $80,801 | $0 | $0 | $0 | $153,036 | $0 | $0 | $0 | $0 | $0 | $233,837 | $0 | $0 | $0 |
| BENJAMON NORDSTROM | ||||||||||||||
| PRESIDENT & CEO | $350,000 | $0 | $0 | $0 | $360 | $0 | $0 | $0 | $0 | $0 | $350,360 | $0 | $0 | $0 |
| HEDI B GOLDSTEIN | ||||||||||||||
| GENERAL COUNSEL | $307,709 | $0 | $0 | $0 | $1,337 | $0 | $0 | $0 | $35,315 | $0 | $344,361 | $0 | $0 | $0 |
| ELENA STURMAN | ||||||||||||||
| SENIOR EXECUTIVE | $319,128 | $0 | $0 | $0 | $457 | $0 | $0 | $0 | $17,728 | $0 | $337,313 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | PHOENIX HOUSE, THE PARENT ORGANIZATION OF PHOENIX HOUSE FOUNDATION, INC. ESTABLISHES THE COMPENSATION OF PHOENIX HOUSE FOUNDATION, LNC'S CEO/EXECUTIVE DIRECTOR. THE METHODS USED TO ESTABLISH COMPETITION OF THE CEO/ EXECUTIVE DIRECTOR INCLUDES BUT ARE NOT LIMITED TO USING A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990'S OF OTHER ORGANIZATIONS' COMPENSATION, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR THE COMPENSATION COMMITTEE OF THE PARENT ORGANIZATION. |
| PART I, LINE 4A | ANN D BRAY AND MORRIS CHOMSKI RECEIVED SEVERANCE PAYMENTS OF $152,500 AND $43,378 RESPECTIVELY. |
| PART II COLUMN B(III) | AMOUNTS IN THIS COLUMN FOR ANN D BRAY, PRESIDENT AND CEO, AND MORRIS CHOMSKI, ACCOUNTANT III, INCLUDE SEVERANCE PAYMENTS. SEVERANCE FOR ANN D BRAY AMOUNTS TO $152,500 AND PAYMENTS TO MORRIS CHOMSKI AMOUNTS TO $43,378. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE YEAR THE ORGANIZATION UPDATED ITS BYLAWS TO INDICATE THAT IT WOULD NO LONGER HAVE MEMBERS. |
| 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 B, LINE 15 | THE COMPENSATION OF THE PRESIDENT IS BENCHMARKED BY A CONSULTANT AND REVIEWED (WITHOUT PARTICIPATION BY THE PERSON COMPENSATED FOR REASONABLENESS BY THE ORGANIZATION'S BOARD(OR COMMITTEE THEREOF) OR BY THE BOARD (OR COMMITTEE THEREOF) OF THE ORGANIZATION'S SOLE MEMBER, AND RECORDED IN MINUTES. THE COMPENSATION OF OFFICERS IS BENCHMARKED BY A CONSULTANT AND REVIEWED (WITHOUT PARTICIPATION BY THE PERSON COMPENSATED) FOR REASONABLENESS BY THE ORGANIZATION'S BOARD (OR COMMITTEE THEREOF) OR BY THE BOARD (OR COMMITTEE THEREOF) OF THE ORGANIZATION'S SOLE MEMBER, AND RECORDED IN MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION INCLUDES ITS FINANCIAL RESULTS IN THE PHOENIX HOUSE 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 214,000. DEBT FORGIVENESS -14,410,787. |
| FORM 990, PART XII: | THE AUDIT FOR THE OGANIZATION HAS NOT BEEN FINALIZED. THE RETURN WILL BE AMENDED ONCE IT IS COMPLETED. |
| FORM 990: | THIS FORM 990 WAS PREPARED USING THE BEST AVAILABLE INFORMATION PRIOR TO THE AUDIT OF THE ORGANIZATION. SHOULD ANY INFORMATION BE FOUND TO BE INACCURATE THE ORGANIZATION WILL PROMPTLY FILE AN AMENDED RETURN ONCE THE AUDIT IS COMPLETED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| PHOENIX RIVERWALK LLC | |||||||
| 34-01 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 822005918 | REAL ESTATE HOLDING | NY | PHOENIX HOUSE FOUNDATION |
| PHOENIX HOUSE PARKSIDE LLC | |||||||
| 34-01 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 823949479 | REAL ESTATE HOLDING | NY | PHOENIX HOUSE FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHOENIX HOUSES OF LONG ISLAND INC | |||||||||||
| PO BOX 3001 | BRENTWOOD | NY | 11717 | 112307925 | SUBSTANCE ABUSE TREATMENT | NY | 501(C)(3) | LINE 7 | PHNY | 0 | |
| PHOENIX HOUSES OF NEW YORK INC | |||||||||||
| PO BOX 3001 | BRENTWOOD | NY | 11717 | 133020608 | SUBSTANCE ABUSE TREATMENT | NY | 501(C)(3) | LINE 7 | PHOENIX HOUSE | 0 | |
| PHOENIX HOUSE ORANGE COUNTY INC | |||||||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | 222268070 | SUBSTANCE ABUSE TREATMENT | CA | 501(C)(3) | LINE 7 | PHC | 0 | |
| PHOENIX HOUSE SAN DIEGO INC | |||||||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | 954092861 | SUBSTANCE ABUSE TREATMENT | CA | 501(C)(3) | LINE 7 | PHC | 0 | |
| PHOENIX HOUSES OF LOS ANGELES INC | |||||||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | 237084897 | SUBSTANCE ABUSE TREATMENT | CA | 501(C)(3) | LINE 7 | PHC | 0 | |
| PHOENIX HOUSES OF CALIFORNIA INC | |||||||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | 943015376 | SUBSTANCE ABUSE TREATMENT | CA | 501(C)(3) | LINE 7 | PHOENIX HOUSE | 0 | |
| PHOENIX HOUSES OF NEW ENGLAND INC | |||||||||||
| 99 WAYLAND AVE | PROVIDENCE | RI | 029064313 | 050315625 | SUBSTANCE ABUSE TREATMENT | RI | 501(C)(3) | LINE 7 | PHOENIX HOUSE | 0 | |
| PHOENIX HOUSES OF TEXAS INC | |||||||||||
| 2351 W NORTHWEST HWY | DALLAS | TX | 75220 | 133810073 | SUBSTANCE ABUSE TREATMENT | TX | 501(C)(3) | LINE 7 | PHOENIX HOUSE | 0 | |
| PHOENIX PROGRAMS OF FLORIDA INC | |||||||||||
| 510 VONDERBURG DR | BRANDON | FL | 03351 | 593172948 | SUBSTANCE ABUSE TREATMENT | FL | 501(C)(3) | LINE 7 | PHOENIX HOUSE | 0 | |
| PHOENIX HOUSES OF THE MID-ATLANTIC INC | |||||||||||
| 200 NOTH GLEBE RD | ARLINGTON | VA | 22203 | 540805530 | SUBSTANCE ABUSE TREATMENT | VA | 501(C)(3) | LINE 7 | PHOENIX HOUSE | 0 | |
| PHOENIX HOUSE MID-ATLANTIC PROPERTY MANAGEMENT | |||||||||||
| 200 NOTH GLEBE RD | ARLINGTON | VA | 22203 | 541835296 | SUBSTANCE ABUSE TREATMENT | VA | 501(C)(3) | LINE 12C, III-FI | PHMA | 0 | |
| PHOENIX HOUSE | |||||||||||
| 34-01 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 812902832 | SUBSTANCE ABUSE TREATMENT | NY | 501(C)(3) | LINE 10 | 0 | N/A | |
| CENTER ON ADDICTION AND THE FAMILY INC | |||||||||||
| 34-01 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 133132463 | SUBSTANCE ABUSE TREATMENT | NY | 501(C)(3) | LINE 7 | PHF | 0 | |
| THE AMERICAN COUNCIL FOR DRUG EDUCATION | |||||||||||
| 34-01 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 132904583 | SUBSTANCE ABUSE TREATMENT | NY | 501(C)(3) | LINE 7 | PHF | 0 | |
| PHOENIX HOUSES OF NEW JERSEY INC | |||||||||||
| 34-01 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 237409564 | SUBSTANCE ABUSE TREATMENT | NY | 501(C)(3) | LINE 7 | PHF | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (A): | FormAndLineReferenceDesc |
| Explanation | AS OF THE 3/31/19 THE ORGANIZATION ENDED ITS AFFILIATION WITH THE CLOSELY ALLIED PHOENIX HOUSE ENTITIES AFTER THE DISSOLUTION OF PHOENIX HOUSE, THE PARENT AND SOLE MEMBER. | ExplanationTxt |