PHOENIX HOUSE FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX HOUSE FOUNDATION INC (EIN 23-7013149)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349304498
- Schema version
- 2015v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:31:21-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 Third Ave 4th floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | 6465052025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Jay Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert E Wilson | PersonNm |
| Person Title | SVP, CFO | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01270238 | PTIN |
| Phone | 2125429609 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ann Bray | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Jay Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,896,323 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 144 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,087,516 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,169,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,733,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $675,445 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,610,871 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,062,689 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,122,490 | PYOtherRevenueAmt |
| CY Other Revenue | $2,315,189 | CYOtherRevenueAmt |
| PY Total Revenue | $12,554,797 | PYTotalRevenueAmt |
| CY Total Revenue | $41,222,494 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $7,000,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,510,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,492,515 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $579,988 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $768,853 | PYOtherExpensesAmt |
| CY Other Expenses | $2,920,048 | CYOtherExpensesAmt |
| PY Total Expenses | $14,279,190 | PYTotalExpensesAmt |
| CY Total Expenses | $18,412,563 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,724,393 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,809,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,790,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,612,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,525,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,077,775 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,264,912 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,535,193 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $12,487,825 | ExpenseAmt |
| Grant | $7,000,000 | GrantAmt |
| Desc | Program Support Services: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 over 130 programs across ten states plus the District of Columbia, serving more than 19,000 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $874,495 | ExpenseAmt |
| Desc | Residential Treatment Services:Residential treatment of various duration at Phoenix House provides a route to recovery through individual and group counseling, relapse prevention and vocational training. In addition to counseling, residential programs offer life skill training along with education and job training to help residents prepare for self-sufficient, drug-free lives with purpose and dignity.Phoenix House Foundation, as Parent of ten operating companies, provides and allocates administrative costs for its affiliates. These residential expenses represent certain costs associated with the facilities used by its New York operating entity. Approximately 742 residents were provided with residential care and treatment at these facilities. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $572,904 | ExpenseAmt |
| Revenue | $571,517 | RevenueAmt |
| Desc | Healthcare Services:Health, medical and dental care are provided by Phoenix House as part of our overall rehabilitative services. Health screenings and physical examinations are performed by a dedicated staff of nurses, physicians, psychologists, dentists and health care consultants during the admission process. In addition, there is ongoing monitoring of each resident's health to determine appropriate interventions and treatment as needed.Phoenix House Foundation, through its New York affiliate, operates four medical and three dental clinics as well as one mobile dental unit. These healthcare expenses are associated with providing primary medical and dental care treatment to approximately 742 clients across New York State. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $187,071 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $103,928 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,122,295 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 144 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony Marotta | PersonNm |
| Phone | 6465052025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Jay Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Jasper | ||||||||||
| Chairman/Co-CEO | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Barbara A Yastine | ||||||||||
| Vice Chairwoman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Rose Marie Bravo CBE | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Wole C Coaxum | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robin Norman Depaoli | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frank Doroff | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hill A Feinberg | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric J Friedman | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| James E Bolin | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cheryl G Healton DrPH | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles A Heimbold Jr | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brendan L Hoffman | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy Hoving | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert M Howe | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lou Mercado | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laurence C Leeds Jr | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth B Marlin | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Edward D Miller | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy J Noonan | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra S Pershing | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lynn Carter | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard L Plepler | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ernest H Pomerantz | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| William D Rifkin | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew Rosen | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shirley Lord Rosenthal | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sheri L Sweitzer | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Burton M Tansky | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Annette Tapert | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Byron R Wien | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| George A Kellner | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra Murman | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marc Metrick | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephanie Shuman | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Francis Barron | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce McLeod | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| W Christopher White | ||||||||||
| Co-Interim CEO | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Byron S Calamese | ||||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael D Berkowitz | ||||||||||
| SVP, Director | 40.00 | 0.00 | Yes (X) | $303,447 | $0 | $18,542 | ||||
| Jeffery Mott | ||||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $146,004 | $0 | $7,434 | ||||
| John Pierce | ||||||||||
| Vice President | 20.00 | 30.00 | Yes (X) | $211,827 | $0 | $20,600 | ||||
| Heather Wexell | ||||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $121,813 | $0 | $9,391 | ||||
| Benjamin Nordstrom | ||||||||||
| ClinicalOfficer | 40.00 | 0.00 | Yes (X) | $71,828 | $0 | $61 | ||||
| Robert E Wilson | ||||||||||
| SVP, CFO | 20.00 | 30.00 | Yes (X) | $0 | $0 | $0 | ||||
| Heidi Goldstein | ||||||||||
| SVP, Gen Counse | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ann Bray | ||||||||||
| President & CEO | 20.00 | 30.00 | Yes (X) | $83,900 | $0 | $0 | ||||
| John Diehl | ||||||||||
| SVP, Gen Couns | 20.00 | 30.00 | Yes (X) | $285,078 | $0 | $21,881 | ||||
| Michael Hailye | ||||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $177,908 | $0 | $27,449 | ||||
| Kevin Kirchoff | ||||||||||
| Sr. Vice Pres. | 20.00 | 30.00 | Yes (X) | $364,104 | $0 | $31,480 | ||||
| Amy Singer | ||||||||||
| Sr.Vice Pres. | 40.00 | 0.00 | Yes (X) | $275,065 | $0 | $29,626 | ||||
| Jill Nevins | ||||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $241,397 | $0 | $17,663 | ||||
| Andrew J Kolodny | ||||||||||
| Chief Medical | 40.00 | 0.00 | Yes (X) | $444,038 | $0 | $19,682 | ||||
| Irene Posio | ||||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $164,241 | $0 | $27,627 | ||||
| Mitchell S Rosenthal | ||||||||||
| Rosenthal Center Director | 40.00 | 0.00 | $295,447 | $0 | $37,432 | Yes (X) | ||||
| Daniel E Koblentz MD | ||||||||||
| Medical Director | 40.00 | 0.00 | $234,200 | $0 | $10,272 | Yes (X) | ||||
| Steven l Margolies | ||||||||||
| Medical Director | 40.00 | 0.00 | $181,190 | $0 | $16,632 | Yes (X) | ||||
| Tyler n Grosso | ||||||||||
| Dental Director | 40.00 | 0.00 | $147,667 | $0 | $37,211 | Yes (X) | ||||
| Blaine Atkins | ||||||||||
| Director IT Applic | 40.00 | 0.00 | $141,940 | $0 | $8,761 | Yes (X) | ||||
| Hema Vakaharia | ||||||||||
| National Director | 40.00 | 0.00 | $135,862 | $0 | $2,328 | Yes (X) | ||||
| Mark G White | ||||||||||
| Former Assistant Secretary | 0.00 | 40.00 | $0 | $158,899 | $14,588 | Yes (X) | ||||
| Howard Meitiner | ||||||||||
| Former President, PHF | 0.00 | 0.00 | $655,654 | $0 | $0 | Yes (X) | ||||
| Karen Sodomich | ||||||||||
| Former Vice President | 0.00 | 0.00 | $119,944 | $0 | $13,132 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,802,554 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $158,899 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $371,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADP LLC | |||||
| One ADP Drive MS-100 | Augusta | GA | 30909 | Payroll Service | $1,077,676 |
| Grant Thornton LLP | |||||
| 757 Third Ave 4th Floor | New York | NY | 10017 | Auditing | $488,078 |
| Onbrands24 Inc | |||||
| 100 Cummings Center Suite 306L | Beverly | MA | 01915 | National Call Center | $301,137 |
| Cervalis | |||||
| 6 Norden Place | Norwalk | CT | 06855 | Colocation Data Cent | $205,445 |
| Korn Ferry International | |||||
| 200 Park Avenue 33rd FL | New York | NY | 10166 | Executive Search | $203,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $405,462 | FundraisingAmt |
| Related Organizations | $155,000 | RelatedOrganizationsAmt |
| All Other Contributions | $608,709 | AllOtherContributionsAmt |
| Noncash Contributions | $24,620 | NoncashContributionsAmt |
| Total Contributions | $1,169,171 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Healthcare service revenu | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $675,445 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675,445 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $675,445 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,627 | TotalRevenueColumnAmt |
| Exclusion | $102,627 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $734,289 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $734,289 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $734,289 | TotalRevenueColumnAmt |
| Exclusion | $734,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,282,866 | SecuritiesAmt |
| Other | $39,195,618 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,911,235 | SecuritiesAmt |
| Other | $2,607,187 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $371,631 | SecuritiesAmt |
| Other | $36,588,431 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,960,062 | TotalRevenueColumnAmt |
| Exclusion | $36,960,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $155,407 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $405,462 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $155,407 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Communication cost recov | 624100 | $1,150,017 | $1,150,017 |
| Misc & other recov affil | 624100 | $293,135 | $293,135 |
| Priv Insur cost recov | 624100 | $137,748 | $137,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,580,900 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,222,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675,445 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $39,377,878 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000,000 | TotalAmt |
| Program Services | $7,000,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,143 | TotalAmt |
| Management And General | $3,171,462 | ManagementAndGeneralAmt |
| Fundraising | $250,681 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,726,072 | TotalAmt |
| Program Services | $533,480 | ProgramServicesAmt |
| Management And General | $3,044,276 | ManagementAndGeneralAmt |
| Fundraising | $148,316 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,926 | TotalAmt |
| Program Services | $29,880 | ProgramServicesAmt |
| Management And General | $244,365 | ManagementAndGeneralAmt |
| Fundraising | $15,681 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,974 | TotalAmt |
| Program Services | $58,640 | ProgramServicesAmt |
| Management And General | $500,774 | ManagementAndGeneralAmt |
| Fundraising | $28,560 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,400 | TotalAmt |
| Program Services | $37,676 | ProgramServicesAmt |
| Management And General | $405,735 | ManagementAndGeneralAmt |
| Fundraising | $22,989 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,879,778 | TotalAmt |
| Program Services | $14,227 | ProgramServicesAmt |
| Management And General | $2,844,512 | ManagementAndGeneralAmt |
| Fundraising | $21,039 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,122 | TotalAmt |
| Management And General | $169,122 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,133 | TotalAmt |
| Management And General | $48,133 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,271 | TotalAmt |
| Management And General | $43,271 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,772 | TotalAmt |
| Program Services | $329,086 | ProgramServicesAmt |
| Management And General | $189,793 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,700 | TotalAmt |
| Management And General | $2,700 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,324 | TotalAmt |
| Program Services | $25,645 | ProgramServicesAmt |
| Management And General | $301,499 | ManagementAndGeneralAmt |
| Fundraising | $67,180 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,011 | TotalAmt |
| Program Services | $40,515 | ProgramServicesAmt |
| Management And General | $466,292 | ManagementAndGeneralAmt |
| Fundraising | $3,204 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,863 | TotalAmt |
| Program Services | $22,328 | ProgramServicesAmt |
| Management And General | $131,535 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,237 | TotalAmt |
| Program Services | $11,046 | ProgramServicesAmt |
| Management And General | $258,984 | ManagementAndGeneralAmt |
| Fundraising | $3,207 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,433 | TotalAmt |
| Program Services | $738 | ProgramServicesAmt |
| Management And General | $113,421 | ManagementAndGeneralAmt |
| Fundraising | $9,274 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,805 | TotalAmt |
| Management And General | $852,805 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,366,902 | TotalAmt |
| Program Services | $2,366,902 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,400,636 | TotalAmt |
| Program Services | $1,643,870 | ProgramServicesAmt |
| Management And General | $756,766 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,416 | TotalAmt |
| Program Services | $9,404 | ProgramServicesAmt |
| Management And General | $199,012 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repayment of restricted contri | $1,895,148 | $1,895,148 | ||
| Chargebacks to Affil and Other | $390,971 | $7,235 | $374,772 | $8,964 |
| Support Services | $80,597 | $80,597 | ||
| Medical Supplies | $9,393 | $9,213 | $180 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$10,402,464 | TotalAmt |
| Program Services | $6,665 | ProgramServicesAmt |
| Management And General | -$10,409,129 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,412,563 | TotalAmt |
| Program Services | $14,122,295 | ProgramServicesAmt |
| Management And General | $3,710,280 | ManagementAndGeneralAmt |
| Fundraising | $579,988 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945 | BOYAmt |
| EOY | $845 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,056 | BOYAmt |
| EOY | $39,492,981 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,657 | BOYAmt |
| EOY | $32,100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,117 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,655 | BOYAmt |
| EOY | $936,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,835,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,967,281 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,789,947 | BOYAmt |
| EOY | $8,868,161 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,394,495 | BOYAmt |
| EOY | $2,931,330 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,435,715 | BOYAmt |
| EOY | $12,350,885 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,790,587 | BOYAmt |
| EOY | $64,612,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,841,204 | BOYAmt |
| EOY | $1,999,113 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,119 | BOYAmt |
| EOY | $143,866 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,555,556 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,934,796 | BOYAmt |
| EOY | $3,934,796 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,525,675 | BOYAmt |
| EOY | $21,077,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,320,816 | BOYAmt |
| EOY | $37,480,632 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,873,721 | BOYAmt |
| EOY | $2,062,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,070,375 | BOYAmt |
| EOY | $3,991,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,264,912 | BOYAmt |
| EOY | $43,535,193 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,790,587 | BOYAmt |
| EOY | $64,612,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,809,931 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$589,556 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,049,906 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $2,158,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,212,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,837,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,087,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,169,171 | CurrentTaxYearAmt |
| Total | $11,464,763 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,158,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,212,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,837,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,087,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,169,171 | CurrentTaxYearAmt |
| Total | $11,464,763 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,464,763 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,032,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,018,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,029,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $916,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836,916 | CurrentTaxYearAmt |
| Total | $4,834,123 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,874,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,555,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,219,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,573,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,736,307 | CurrentTaxYearAmt |
| Total | $10,958,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,257,828 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,704,135 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $63,505 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $63,505 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,369,292 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $152,349,918 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,369,292 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $152,413,423 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
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 | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $98,190 | CurrentYearMinus3Amt |
| Current Year Minus2 | $88,115 | CurrentYearMinus2Amt |
| Current Year Minus1 | $88,732 | CurrentYearMinus1Amt |
| Current Year | $63,505 | CurrentYearAmt |
| Total | $338,542 | 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 | $500,000 | CurrentYearAmt |
| Total | $1,250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,875,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,063,708 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $696,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $502,893 | OtherExpendituresAmt |
| End Year Balance | $4,257,545 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,708,157 | BeginningYearBalanceAmt |
| Contributions | $10,493 | ContributionsAmt |
| Investment Earnings Or Losses | $564,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $219,696 | OtherExpendituresAmt |
| End Year Balance | $4,063,708 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,371,046 | BeginningYearBalanceAmt |
| Contributions | $12,175 | ContributionsAmt |
| Investment Earnings Or Losses | $4,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $680,011 | OtherExpendituresAmt |
| End Year Balance | $3,708,157 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $754,428 | OtherCostOrOtherBasisAmt |
| Book Value | $754,428 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,538,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,538,595 | DepreciationAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,466,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,495,465 | DepreciationAmt |
| Book Value | $3,971,352 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,977,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,836,471 | DepreciationAmt |
| Book Value | $4,141,017 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,750 | DepreciationAmt |
| Book Value | $1,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,868,161 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Asset Held for Sale | $6,635,262 |
| Due from affiliates advances from parent | $5,714,435 |
| Other | $1,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,350,885 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Cond Asset purs FASB 143 Asset Retir Obl | $3,234,796 |
| Notes payable due to Affiliate | $700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,934,796 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,090,423 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$589,556 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $407,998 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $10,092,758 | OtherRevenueAmt |
| Revenue Not Reported | $9,911,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,179,223 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $43,271 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $43,271 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,222,494 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,820,142 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $407,998 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,042,852 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,450,850 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,369,292 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $43,271 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $43,271 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,412,563 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: Explanation of escrow account liability | Agency funds consist principally of amounts received from government agencies, clients and others attributable and payable to specific individuals in both Phoenix House Foundation and its New York Affiliate's programs. Unexpended funds are to be returned to the respective agencies, clients or grantors. |
| Part V, Line 4: Intended uses of the endowment fund. | Phoenix House Foundation adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. This policy permits the use of 5.5% annually of the average endowment investment portfolio's fair value based on its total return over the previous 20 quarters. |
| Part X : FIN48 Footnote | Guidance in the area of Accounting for Uncertainty in Income Taxes under the Financial Accounting Standards Board (FASB) Accounting Standards Codification clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This standard provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is more-likely-than-not to be sustained if the position were to be challenged by a taxing authority. The standard also provides guidance on measurement, classification, interest and penalties, and disclosure. The adoption of this standard by PHF&A has not had an impact on the accompanying consolidated financial statements. The tax years ended 2013, 2014, 2015 and 2016 are still open to audit for both federal and state purposes. PHF&A has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and, to identify and evaluate other matters that may be considered tax positions.Part X- Other LiabilitiesConditional Assets pursuant to FASB 143 Retirement Obligation. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Admin. Costs Allocated to Affiliates $8042852 Change in int of net assets of affiliate $-92156 Contrib received in assumption of PHDF $2142062 Loss on write-down of property $0 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Admin. Costs paid by Affiliates $8042852 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fashion Award Event | Event1Nm |
| Gross Receipts Event1 | $560,869 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $405,462 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,407 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $129,707 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,700 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $560,869 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $405,462 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $155,407 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $129,707 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,700 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $155,407 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Phoenix Houses of New York | |||||||
| 50 Jay Street | Brooklyn | NY | 11201 | 133020608 | $6,600,000 | $0 | Support SA prevention & treatment |
| Phoenix Houses of Texas | |||||||
| 2351 W Northwest Highway | Dallas | TX | 75220 | 133810073 | $400,000 | $0 | Support SA prevention & treatment |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The Foundation granted the funds to its affiliates to support its work providing substance abuse treatment and prevention services. The grantees are required to report residential census and outpatient visit volumes on a monthly basis to the Foundation. In addition, the grantees report monthly financial data showing how the grants were used. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Amy Singer | ||||||||||
| Sr.Vice Pres. | $254,982 | $20,083 | $20,308 | $9,318 | $304,691 | |||||
| Andrew J Kolodny | ||||||||||
| Chief Medical | $410,119 | $33,919 | $8,615 | $11,067 | $463,720 | |||||
| Blaine Atkins | ||||||||||
| Director IT Applic | $141,216 | $724 | $7,006 | $1,755 | $150,701 | |||||
| Daniel E Koblentz MD | ||||||||||
| Medical Director | $234,200 | $10,272 | $244,472 | |||||||
| Howard Meitiner | ||||||||||
| Former President, PHF | $28,853 | $626,801 | $655,654 | |||||||
| Irene Posio | ||||||||||
| Vice President | $156,635 | $7,606 | $6,738 | $20,889 | $191,868 | |||||
| Jeffery Mott | ||||||||||
| Vice President | $137,144 | $8,860 | $3,998 | $3,436 | $153,438 | |||||
| Jill Nevins | ||||||||||
| Vice President | $226,270 | $15,127 | $6,663 | $11,000 | $259,060 | |||||
| John Diehl | ||||||||||
| SVP, Gen Couns | $251,415 | $33,663 | $18,000 | $3,881 | $306,959 | |||||
| John Pierce | ||||||||||
| Vice President | $195,932 | $15,895 | $5,971 | $14,629 | $232,427 | |||||
| Karen Sodomich | ||||||||||
| Former Vice President | $103,432 | $16,512 | $9,138 | $3,994 | $133,076 | |||||
| Kevin Kirchoff | ||||||||||
| Sr. Vice Pres. | $299,195 | $64,909 | $20,423 | $11,057 | $395,584 | |||||
| Mark G White | ||||||||||
| Former Assistant Secretary | $152,136 | $6,763 | $7,869 | $6,719 | $173,487 | |||||
| Michael D Berkowitz | ||||||||||
| SVP, Director | $281,661 | $21,786 | $6,663 | $11,879 | $321,989 | |||||
| Michael Hailye | ||||||||||
| Vice President | $164,710 | $13,198 | $10,915 | $16,534 | $205,357 | |||||
| Mitchell S Rosenthal | ||||||||||
| Rosenthal Center Director | $261,989 | $33,458 | $19,577 | $17,855 | $332,879 | |||||
| Steven l Margolies | ||||||||||
| Medical Director | $175,801 | $5,389 | $6,269 | $10,363 | $197,822 | |||||
| Tyler n Grosso | ||||||||||
| Dental Director | $147,531 | $136 | $14,261 | $22,950 | $184,878 | |||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Additional Information | FormAndLineReferenceDesc |
| Explanation | Termination dates for directors terminated during the tax year:Charles A. Heimbold 12/13/2015Brendan Hoffman 10/ 1/2015Nancy Hoving 12/31/2015Lou Mercado 9/25/2015Richard Plepler 10/21/2015Shirley Rosenthal 12/31/2015Annette Tapert 12/31/2015W. Chris White 2/23/2016Byron Wien 9/ 8/2015Ken Marlin 6/22/2016 Termination dates for officers terminated during the tax year:John Diehl 12/ 4/2015 Kevin T. Kirchoff 12/31/2015Amy E. Singer 12/31/2015Michael Hailye 10/ 2/2015 Irene Posio 2/19/2016John Pierce 4/22/2016Termination dates for the highest compensated employees who terminated during the tax year:Steven L. Margolies 4/25/2016Tyler N. Grosso 4/15/2016Election date for officer elected during the tax year:Ann Bray 7/ 1/2015 (note Schedule J salary represents six months of compensation) Heidi B. Goldstein 12/ 7/2015 (note no calendar year 2015 compensation)Robert E. Wilson 5/ 2/2016 (note no calendar year 2015 compensation)Byron S. Calamese 3/21/2016 (note no calendar year 2015 compensation)Employment contract with Severance Provision:The Former CEO of Phoenix House Foundation Howard Meitiner had an employment contract which included a provision on severance in the amount of one year salary and the payment of medical/dental premiums required to continue coverage under COBRA for one year. Severance amounting to $590,000 was paid during the 2015 calender year.In addition three other officers Michael Moreland, Kevin Kirchoff, and Keith Gordon received severance payments of $59,583, $45,385 and $9,615, respectively. All payments were subject to all applicable withholding and reporting requirements under the law, including but not limited to federal, state, and local tax laws and regulations. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services | The Foundation discontinued Healthcare Services during fiscal year 2016 as license agreements were transferred to related organization. |
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Ambulatory Treatment Services:Both intensive and standard outpatient programs at Phoenix House combine case management with substance abuse treatment that includes individual, group, and family counseling, relapse prevention, and research proven practices that address such specific client needs as anger management, post traumatic stress disorder, and life skills training. Programs may also offer educational and vocational guidance and job placement.Outpatient treatment is also available for substance-abusing clients with co-occurring medical and/or psychiatric conditions. These also provide counseling and relapse prevention as well as community-based referrals for educational and vocational services, job placement, psychiatric care and family support.Outpatient programs for adolescents, engage both children and their families. There, teens take part in the after-school program from one day to five days a week, engaging in individual and group therapy, psycho-educational groups, and pro-social activities. Outpatient services also include the intervention programs we operate in conjunction with drug courts. These are expenses associated with providing outpatient care treatment to appoximately 280 clients. OTHER PROGRAM SERVICES 5: Preventive and Education Services:There is a wide array of Phoenix House prevention and education programs, ranging from outreach to intervention. Phoenix House Foundation, as the Parent organization, has costs associated with its veterans program. Phoenix House is currently developing services to help veterans, active duty personnel and family members who are trying to cope with substance abuse problems, co-occurring disorders and post-traumatic stress disorder (PTSD). These efforts have centered in its New York and New England regions thus far. Over time, Phoenix House's goal is to expand these kinds of services to all of its regions.Phoenix House has been collaborating with leading veteran agencies, PTSD treatment experts and other innovators in the field to ensure that its veterans program and related services provide thoughtful and effective care. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Mark G. White and W. Christopher White, former officer and current director of Phoenix House Foundation, respectively, have a family relationship. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Phoenix House Finance and Accounting staff prepare the 990, which is reviewed by the Corporate Controller, Chief Financial Officer, General Counsel and Grant Thornton, LLP. The completed return is distributed to the organization's Board of Directors.The Chief Financial Officer signs the return, and then it is e-filed. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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 boards (or committees) 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The compensation of the CEO is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof), and recorded in minutes. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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 a committee thereof), and recorded in minutes. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | This organization includes its financial results in the PHF 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. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in ben. interest of net assets of affiliate = -$92156 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Contrib received in assumption of assets & liab of PHDF = $2142062 |
Schedule R IRS990ScheduleR
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Phoenix Houses of New York Inc | ||||||||||
| 50 Jay Street | Brooklyn | NY | 11201 | 133020608 | Substance abuse treatment and prevention. | NY | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix Houses of Long Island Inc | ||||||||||
| PO Box 3001 | Brentwood | NY | 117013001 | 112307925 | Substance abuse treatment and prevention | NY | 501(c)(3) | 7 | PHNY | Yes (true) |
| Center on Addiction and the Family Inc | ||||||||||
| 50 Jay Street | Brooklyn | NY | 11201 | 133132463 | Substance abuse treatment and prevention | NY | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix Houses of Texas Inc | ||||||||||
| 2345 Reagan Street | Dallas | TX | 752193225 | 133810073 | Substance abuse treatment and prevention | TX | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix Programs of Florida Inc | ||||||||||
| 510 Vonderburg Drive 301 | Brandon | FL | 33511 | 593172948 | Substance abuse treatment and prevention | FL | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix Houses of California Inc | ||||||||||
| 11600 Eldridge Avenue | Lake View Terrace | CA | 913426506 | 943015376 | Substance abuse treatment and prevention | CA | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix House Orange County Inc | ||||||||||
| 11600 Eldridge Avenue | Lake View Terrace | CA | 913426506 | 222268070 | Substance abuse treatment and prevention | CA | 501(c)(3) | 7 | PHC | Yes (true) |
| Phoenix Houses of Los Angeles Inc | ||||||||||
| 11600 Eldridge Avenue | Lake View Terrace | CA | 913426506 | 237084897 | Substance abuse treatment and prevention | CA | 501(c)(3) | 7 | PHC | Yes (true) |
| Phoenix House San Diego Inc | ||||||||||
| 11600 Eldridge Avenue | Lake View Terrace | CA | 913426506 | 954092861 | Substance abuse treatment and prevention | CA | 501(c)(3) | 7 | PHC | Yes (true) |
| Phoenix Houses of New England Inc | ||||||||||
| 99 Wayland Ave 100 | Providence | RI | 029064313 | 050315625 | Substance abuse treatment and prevention | RI | 501(c)(3) | 7 | PHF | Yes (true) |
| The American Council for Drug Education | ||||||||||
| 50 Jay Street | Brooklyn | NY | 11201 | 132904583 | Substance abuse treatment and prevention | NY | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix Houses of New Jersey Inc | ||||||||||
| 50 Jay Street | Brooklyn | NY | 11201 | 237409564 | Substance abuse treatment and prevention | NJ | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix Houses of the Mid-Atlantic Inc | ||||||||||
| 521 N Quincy Street | Arlington | VA | 22203 | 540805530 | Substance abuse treatment and prevention. | VA | 501(c)(3) | 7 | PHF | Yes (true) |
| Phoenix House Mid-Atlantic PropMgt | ||||||||||
| 521 N Quincy Street | Arlington | VA | 22203 | 541835296 | Strategic Planning and Management services. | VA | 501(c)(3) | 11-III FI | PHMA | Yes (true) |
| Phoenix House Development Fund Inc | ||||||||||
| 50 Jay Street | Brooklyn | NY | 11201 | 133020609 | Provides financial support to Phoenix Ho | NY | 501(c)(3) | 7 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Phoenix Houses of New York Inc | ||
| a | $734,289 | Cost |
| Phoenix Houses of New York Inc | ||
| b | $6,600,000 | Cost |
| Phoenix Houses of New York Inc | ||
| p | $209,417 | Cost |
| Phoenix Houses of New York Inc | ||
| q | $5,798,452 | Cost |
| Phoenix Houses of New York Inc | ||
| s | $612,486 | Cost |
| Phoenix Houses of Long Island Inc | ||
| d | $1,898,730 | Fair Value |
| Phoenix Houses of Texas Inc | ||
| a | $123,369 | Cost |
| Phoenix Houses of Texas Inc | ||
| b | $400,000 | Cost |
| Phoenix Houses of Texas Inc | ||
| d | $151,887 | Fair Value |
| Phoenix Houses of Texas Inc | ||
| p | $231,000 | Cost |
| Phoenix Houses of Texas Inc | ||
| q | $552,200 | Cost |
| Phoenix Programs of Florida Inc | ||
| e | $700,000 | Fair Value |
| Phoenix Programs of Florida Inc | ||
| p | $172,000 | Cost |
| Phoenix Programs of Florida Inc | ||
| q | $306,800 | Cost |
| Phoenix Houses of California Inc | ||
| d | $654,916 | Fair Value |
| Phoenix Houses of California Inc | ||
| p | $1,141,000 | Cost |
| Phoenix Houses of California Inc | ||
| q | $2,195,200 | Cost |
| Phoenix Houses of Los Angeles Inc | ||
| d | $111,688 | Fair Value |
| Phoenix Houses of New England Inc | ||
| p | $619,000 | Cost |
| Phoenix Houses of New England Inc | ||
| q | $1,138,200 | Cost |
| Phoenix Houses of the Mid-Atlantic Inc | ||
| q | $215,000 | Cost |