2016-05-12T05:47:38-07:00 2015-06-30 Grant Thornton LLP 757 Third Ave 4th floor New York NY 100172013 990 2014-07-01 237013149 Phoenix House Foundation Inc PHOE 6465052025 50 Jay Street Brooklyn NY 11201 Robert E Wilson SVP, CFO 2016-05-12 true Qi Wen Liang P01270238 2125990100 2014 2016-08-17 19:52:53Z X Ann Bray 26249492 false false X www.phoenixhouse.org X 1968 NY We are passionate about healing individuals, families and communities challenged by substance use disorders and related mental health conditions. 40 40 155 50 0 2837620 2087516 5820533 4733920 1520588 2610871 2700588 3122490 12879329 12554797 0 0 13517133 13510337 15000 0 709179 3090005 768853 16622138 14279190 -3742809 -1724393 46584205 38790587 27704215 19525675 18879990 19264912 X We are passionate about healing individuals, families and communities challenged by substance use disorders and related mental health conditions. false false 4698483 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. 3376411 3376411 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 3,462 clients across New York State. 1367835 1357509 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 674 clients. 1428265 10870994 true true false true false false false false true true true false false true true true false true false false false false false false true false false false false true false false false false false false false false false false false true false false false false true true true false false true 87 0 true 155 true false false false false false false true true false 0 false false false false false false false false false false X 40 40 true false false false false false false true true false true true true true true true true true true true false NJ NY X X Morris Chomski 6465052025 50 Jay Street Brooklyn NY 11201 Thomas Jasper Chairman/Co-CEO 16.00 0.00 X X 0 0 0 Barbara A Yastine Vice Chairwoman 1.00 0.00 X X 0 0 0 Rose Marie Bravo CBE Director 1.00 0.00 X 0 0 0 Tina Brown Director 1.00 0.00 X 0 0 0 Wole C Coaxum Director 1.00 0.00 X 0 0 0 Marissa Shorenstein Director 1.00 0.00 X 0 0 0 Frank Doroff Director 1.00 0.00 X 0 0 0 Hill A Feinberg Director 1.00 0.00 X 0 0 0 Eric J Friedman Director 1.00 0.00 X 0 0 0 James E Bolin Director 1.00 0.00 X 0 0 0 Cheryl G Healton DrPH Director 1.00 0.00 X 0 0 0 Charles A Heimbold Jr Director 1.00 0.00 X 0 0 0 Brendan L Hoffman Director 1.00 0.00 X 0 0 0 Nancy Hoving Director 1.00 0.00 X 0 0 0 Robert M Howe Director 1.00 0.00 X 0 0 0 Lou Mercado Director 1.00 0.00 X 0 0 0 Laurence C Leeds Jr Director 1.00 0.00 X 0 0 0 Wendy Flink Levey Director 1.00 0.00 X 0 0 0 Kenneth B Marlin Director 1.00 0.00 X 0 0 0 Edward D Miller Director 1.00 0.00 X 0 0 0 Timothy J Noonan Director 1.00 0.00 X 0 0 0 Peter H Ottmar Director 1.00 0.00 X 0 0 0 Sandra S Pershing Director 1.00 0.00 X 0 0 0 Lynn Carter Director 1.00 0.00 X 0 0 0 Richard L Plepler Director 1.00 0.00 X 0 0 0 Ernest H Pomerantz Director 1.00 0.00 X 0 0 0 William D Rifkin Director 1.00 0.00 X 0 0 0 Andrew Rosen Director 1.00 0.00 X 0 0 0 Shirley Lord Rosenthal Director 1.00 0.00 X 0 0 0 Sheri L Sweitzer Director 1.00 0.00 X 0 0 0 Burton M Tansky Director 1.00 0.00 X 0 0 0 Annette Tapert Director 1.00 0.00 X 0 0 0 Byron R Wien Director 1.00 0.00 X 0 0 0 George A Kellner Director 1.00 0.00 X 0 0 0 Sandra Murman Director 1.00 0.00 X 0 0 0 Marc Metrick Director 1.00 0.00 X 0 0 0 Stephanie Shuman Director 1.00 0.00 X 0 0 0 Francis Barron Director 1.00 0.00 X 0 0 0 Bruce McLeod Director 1.00 0.00 X 0 0 0 W Christopher White Co-Interim CEO 12.00 0.00 X X 0 0 0 Michael D Berkowitz SVP, Director 40.00 0.00 X 292101 0 22729 Jeffery Mott Vice President 40.00 0.00 X 137439 0 22262 John Pierce Vice President 20.00 30.00 X 206564 0 37648 Heather Wexell Vice President 40.00 0.00 X 118773 0 18539 Keith Gordon Vice President 40.00 0.00 X 258177 0 21945 Howard Meitiner resigned President 20.00 30.00 X 630955 0 57948 John J Diehl SVP, Gen Couns 20.00 30.00 X 280114 0 30248 Stephen C Donowitz Vice President 40.00 0.00 X 86458 0 11760 Michael Hailye Vice President 40.00 0.00 X 211808 0 59970 Kevin T Kirchoff Sr. Vice Pres. 20.00 30.00 X 299798 0 54213 Amy E Singer Sr.Vice Pres. 40.00 0.00 X 235313 0 41508 Karen Sodomick Vice President 40.00 0.00 X 224374 0 30523 Jill Nevins Vice President 40.00 0.00 X 232586 0 29008 Michael E Moreland COO 40.00 0.00 X 356985 0 1739 Britta Muehlbach Vice President 40.00 0.00 X 43630 0 7527 Andrew J Kolodny Chief Medical 40.00 0.00 X 442446 0 23337 Irene Posio Vice President 40.00 0.00 X 157274 0 54321 Mitchell S Rosenthal Rosenthal Center Director 40.00 0.00 X 277375 0 66652 Daniel E Koblentz MD Medical Director 40.00 0.00 X 294799 0 18844 Steven l Margolies Medical Director 40.00 0.00 X 201764 0 40401 Tyler n Grosso Dental Director 40.00 0.00 X 142523 0 64235 Blaine Atkins Director IT Applic 40.00 0.00 X 133244 0 11345 Darren Belcher Dir. of IT Support 40.00 0.00 X 122556 0 48706 Mark G White Former Assistant Secretary 0.00 0.00 X 0 153955 25900 5387056 153955 801308 21 true true false Ceridian Employer Services 1 Chase Plaza New York NY 10081 Payroll Service 623255 Grant Thornton LLP 757 Third Ave 4th Floor New York NY 10017 Auditing 588095 ADP LLC ONE ADP DRIVE MS-100 AUGUSTA GA 30909 Payroll Service 493693 Onbrands24 Inc 100 Cummings Center Suite 306L Beverly MA 01915 National Call Center 307852 Neuberger Berman LLC 605 Third Avenue New York NY 101583698 Investment Advisory 219449 8 362825 364673 1360018 189664 2087516 Healthcare service revenu 624100 4733920 4733920 4733920 183356 183356 0 0 733331 733331 733331 733331 15938335 13510820 2427515 2427515 2427515 183875 362825 183875 0 0 0 Communication cost recov 624100 641177 641177 Misc & other recov affil 624100 786886 786886 Priv Insur cost recov 624100 961096 961096 2389159 12554797 4733920 5733361 0 0 0 0 4975628 194437 4522651 258540 0 6778869 3088234 3522915 167720 342333 153277 177301 11755 641056 232349 386639 22068 772451 268431 476654 27366 2098597 86224 1920448 91925 63709 63709 33999 33999 0 0 113710 113710 741589 556541 185048 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0 1987614 1874410 2555739 2219452 2573034 11210249 29225913 26263339 0.44420 0.47080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 88732 88732 14165480 146633100 14165480 146721832 858274 1000000 214569 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 203942 98190 88115 88732 478979 250000 250000 250000 250000 1000000 1500000 false true X 4257545 -157777 262400 3837368 4063708 696730 502893 4257545 3708157 10493 564754 219696 4063708 4371046 12175 4947 680011 3708157 3770008 20438 778600 198000 4371046 0.80010 0.19990 false false false 1107325 1107325 5313204 5246287 66917 17214999 10836662 6378337 17984175 11824256 6159919 345425 267976 77449 13789947 Artwork 80000 Asset Held for Sale 6000000 Due from affiliates advances from parent 11354527 Other 1188 17435715 Cond Asset purs FASB 143 Asset Retir Obl 3234796 Notes payable due to Affiliate 700000 3934796 X 22824854 -3166019 231600 13318186 10383767 12441087 113710 113710 12554797 22439932 231600 8042852 8274452 14165480 113710 113710 14279190 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 2012, 2013, 2014 and 2015 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 $-279982 Transfer of lease improvements $6227509 Loss on write-down of property $-672193 Part XII, Line 2d: Other expenses and losses per audited F/S Admin. Costs paid by Affiliates $8042852 false Public Service Award Dinner 542000 358125 183875 175550 8325 542000 358125 183875 175550 8325 183875 X true true X X X X X false false false false false false false false false false Amy E Singer Sr.Vice Pres. 233808 1505 22154 19354 276821 Andrew J Kolodny Chief Medical 404579 37867 23337 465783 Daniel E Koblentz MD Medical Director 290500 4299 15355 3489 313643 Darren Belcher Dir. of IT Support 122407 149 7366 41340 171262 Howard Meitiner resigned President 581268 49687 17700 40248 688903 Irene Posio Vice President 146775 10499 5169 49152 211595 Jeffery Mott Vice President 128573 8866 3635 18627 159701 Jill Nevins Vice President 217459 15127 6845 22163 261594 John J Diehl SVP, Gen Couns 255333 24781 22600 7648 310362 John Pierce Vice President 190984 15580 3500 34148 244212 Karen Sodomick Vice President 215370 9004 12185 18338 254897 Keith Gordon Vice President 236335 21842 21945 280122 Kevin T Kirchoff Sr. Vice Pres. 283957 15841 22692 31521 354011 Mark G White Former Assistant Secretary 147339 6616 8585 17315 179855 Michael D Berkowitz SVP, Director 270006 22095 8144 14585 314830 Michael E Moreland COO 323503 33482 1739 358724 Michael Hailye Vice President 202865 8943 11908 48062 271778 Mitchell S Rosenthal Rosenthal Center Director 271965 5410 21752 44900 344027 Steven l Margolies Medical Director 201287 477 6785 33616 242165 Tyler n Grosso Dental Director 142405 118 13894 50341 206758 Part I, Line 1a: Relevant information in regards to selections on 1a. An officer of the company has a monthly travel allowance as part of his gross compensation.Club dues are paid by the company for two individuals. These dues are used strictly for business purposes and fundraising Part III, Additional Information Termination dates for officers terminated during the tax year:Howard P. Meitiner 12/31/2014Michael M. Moreland 12/31/2014Keith Gordon 01/09/2015Karen Sodomick 06/05/2015 Employment contract with Severance Provision:The CEO of Phoenix House Foundation 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. Any severance payments are subject to all applicable withholding and reporting requirements under the law, including but not limited to federal, state, and local tax laws and regulations. No severance payments were made in calendar 2014. X 875 Replacement Co X 8 188789 Fair Mkt Value false false true Part I, Line 32, Hire and Use of Third Parties The Corporate Relations Department of Phoenix Houses of New York, Inc., a related organization, solicits donations of food, clothing, household goods and medical supplies from corporations and other non-profit agencies which are solely for the benefit of Phoenix House clients.Phoenix House Foundation uses brokerage firm to handle all transactions for donated maketable securities. 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 674 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 VP of Internal Audit, 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 = -$279982 Other Changes In Net Assets Or Fund Balances - Other Decreases Loss on write-down of property = -$672193 Other Changes In Net Assets Or Fund Balances - Other Increases Transfer of leasehold improvements from Phoenix Houses NY = $6227509 Phoenix Houses of New York Inc 50 Jay Street Brooklyn NY 11201 133020608 Substance abuse treatment and prevention. NY 501(c)(3) 7 PHF 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 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 true Phoenix Houses of Texas Inc 2345 Reagan Street Dallas TX 752193225 133810073 Substance abuse treatment and prevention TX 501(c)(3) 7 PHF true Phoenix Programs of Florida Inc 510 Vonderburg Drive 31 Brandon FL 33511 593172948 Substance abuse treatment and prevention FL 501(c)(3) 7 PHF 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 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 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 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 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 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 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 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 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 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 true true true true true false false false false true false true false true true true true false true Phoenix Houses of New York Inc a 733031 Cost Phoenix Houses of New York Inc b 250979 Fair Value Phoenix Houses of New York Inc p 696977 Cost Phoenix Houses of New York Inc q 5798452 Cost Phoenix Houses of New York Inc s 6227509 Cost Phoenix Houses of Long Island Inc d 1973747 Fair Value Phoenix Houses of Texas Inc a 81063 Cost Phoenix Houses of Texas Inc d 301499 Fair Value Phoenix Houses of Texas Inc p 231000 Cost Phoenix Houses of Texas Inc q 552200 Cost Phoenix Programs of Florida Inc e 700000 Fair Value Phoenix Programs of Florida Inc p 172000 Cost Phoenix Programs of Florida Inc q 306800 Cost Phoenix Houses of California Inc d 1267500 Fair Value Phoenix Houses of California Inc p 1141000 Cost Phoenix Houses of California Inc q 2195200 Cost Phoenix Houses of New England Inc p 619000 Cost Phoenix Houses of New England Inc q 1138200 Cost Phoenix Houses of the Mid-Atlantic Inc q 215000 Cost