PHOENIX HOUSE FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX HOUSE FOUNDATION INC (EIN 23-7013149)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349302490
- Schema version
- 2012v2.0
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T07:03:55-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 Third Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phoenix House Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHOE | NameControl |
| Phone | 6465052021 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 West 74th Street | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin T Kirchoff | Name |
| Title | SVP, CFO | Title |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Howard P Meitiner | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 West 74th Street | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100232301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18353897 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.phoenixhouse.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Phoenix House Foundation provides administrative services to 15 operating affiliates, which helps individuals, families and communities affected by substance abuse. Total combined operating revenue for Phoenix House and its Affiliates is $132,263,697.Phoenix House Foundation has a mission-and a tradition spanning more than forty-five years-of leading individuals, families and communities from disrupted to productive lives. Through our Phoenix House affiliates, we operate more than 120 programs in eleven states, serving more than 7,000 men, women and adolescents each day, safeguarding youth, strengthening families, and enabling those trapped in dependency to confront addiction and to achieve and sustain recovery.Our client-focused array of services range from early intervention to long-term recovery management. Our innovations include the model Phoenix Academies-residential high schools for troubled teens-and a Career Academy that provides a fast track from welfare to work for clients w | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 190 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2114209 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3212036 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4848758 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5625479 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 993577 | InvestmentIncomePriorYear |
| Investment Income Current Year | 484446 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2434494 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3116926 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10391038 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12438887 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11841689 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12417868 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 16000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 75000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 939336 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 209089 | OtherExpensePriorYear |
| Other Expenses Current Year | 1691473 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12066778 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14184341 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1675740 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1745454 | RevenuesLessExpensesCY |
| Total Assets BOY | 43873300 | TotalAssetsBOY |
| Total Assets EOY | 46273955 | TotalAssetsEOY |
| Total Liabilities BOY | 21697706 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24255968 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22175594 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22017987 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Phoenix House Foundation provides administrative services to 15 operating affiliates, which helps individuals, families and communities affected by substance abuse. Total combined operating revenue for Phoenix House and its Affiliates is $132,263,697.Phoenix House Foundation has a mission-and a tradition spanning more than forty-five years-of leading individuals, families and communities from disrupted to productive lives. Through our Phoenix House affiliates, we operate more than 120 programs in eleven states, serving more than 7,000 men, women and adolescents each day, safeguarding youth, strengthening families, and enabling those trapped in dependency to confront addiction and to achieve and sustain recovery.Our client-focused array of services range from early intervention to long-term recovery management. Our innovations include the model Phoenix Academies-residential high schools for troubled teens-and a Career Academy that provides a fast track from welfare to work for clients w | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4411294 | Expense |
| Description | Program Support Services:Phoenix House Foundation provides administrative services to its operating affiliates in eleven states. These services enable Phoenix House Foundation together with its affiliates to achieve its mission results by operating more than 150 programs in eleven states, serving more than 7,000 men, women and adolescents each day, 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3566044 | Expense |
| Revenue | 4342664 | Revenue |
| Description | 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 4,689 clients across New York State. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1359326 | Expense |
| Revenue | 1282815 | Revenue |
| Description | 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 745 clients. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1432291 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 10768955 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 190 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kevin Kirchoff | NamePerson |
| Telephone Number | 6465052021 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 West 74th Street | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100232301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (69 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| W Christopher White | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Bruce McLeod | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Herb Goetschius | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Francis Barron | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Jeffrey McDermott | ||||||||||
| Chairman 10/12 | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |||
| Barbara A Yastine | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Byron R Wien | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Annette Tapert | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Burton M Tansky | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Sheri L Sweitzer | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Jay T Snyder | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Catherine Samuels | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Shirley Lord Rosenthal | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Andrew Rosen | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| William D Rifkin | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ernest H Pomerantz | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Richard L Plepler | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Lynn Carter | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Sandra S Pershing | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Peter H Ottmar | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Timothy J Noonan | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Edward D Miller | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Kenneth B Marlin | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Wendy Flink Levey | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Laurence C Leeds Jr | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Lawrence Lederman | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Robert M Howe | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Nancy Hoving | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Brendan L Hoffman | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Charles A Heimbold Jr | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Cheryl G Healton DrPH | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Cary L Hall Jr | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Eric J Friedman | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Hill A Feinberg | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Frank Doroff | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Marissa Shorenstein | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Wole C Coaxum | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Tina Brown | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Rose Marie Bravo CBE | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| George A Kellner | ||||||||||
| Vice Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |||
| Thomas W Jasper | ||||||||||
| Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |||
| Irene Posio | ||||||||||
| Vice President | 40.00 | 0.00 | 153784 | 0 | 15718 | X | ||||
| Britta Muehlbach | ||||||||||
| Vice President | 40.00 | 0.00 | 113462 | 0 | 9944 | X | ||||
| Jill Nevins | ||||||||||
| Vice President | 40.00 | 0.00 | 230709 | 0 | 5524 | X | ||||
| Karen Sodomick | ||||||||||
| Vice President | 40.00 | 0.00 | 219922 | 0 | 9971 | X | ||||
| Amy E Singer | ||||||||||
| Sr.Vice Pres. | 40.00 | 0.00 | 235887 | 0 | 27373 | X | ||||
| Roxanne Kibben | ||||||||||
| VP Reg Dir Fin | 20.00 | 20.00 | 119345 | 44481 | 10227 | X | ||||
| Kevin T Kirchoff | ||||||||||
| Sr. Vice Pres. | 30.00 | 30.00 | 266893 | 0 | 29701 | X | ||||
| Michael Hailye | ||||||||||
| Vice President | 40.00 | 0.00 | 221574 | 0 | 16052 | X | ||||
| Alexander Clague | ||||||||||
| Vice President | 40.00 | 0.00 | 261200 | 0 | 14690 | X | ||||
| Stephen C Donowitz | ||||||||||
| Vice President | 40.00 | 0.00 | 195287 | 0 | 21643 | X | ||||
| John J Diehl | ||||||||||
| SVP, Gen Couns | 30.00 | 30.00 | 283918 | 0 | 18145 | X | ||||
| Catherine Callagy | ||||||||||
| Vice President | 40.00 | 0.00 | 122097 | 0 | 216 | X | ||||
| Deni Carise-term 101712 | ||||||||||
| Clin. Officer | 40.00 | 0.00 | 279347 | 0 | 10876 | X | ||||
| Howard P Meitiner | ||||||||||
| President | 30.00 | 30.00 | 632535 | 0 | 34394 | X | ||||
| Heather Wexell | ||||||||||
| Vice President | 40.00 | 0.00 | 0 | 0 | 0 | X | ||||
| John Pierce | ||||||||||
| Vice President | 30.00 | 30.00 | 0 | 0 | 0 | X | ||||
| Jeffery Mott | ||||||||||
| Vice President | 40.00 | 0.00 | 0 | 0 | 0 | X | ||||
| Michael D Berkowitz | ||||||||||
| SVP, Director | 40.00 | 0.00 | 119781 | 0 | 0 | X | ||||
| Mitchell S Rosenthal | ||||||||||
| Rosenthal Center Director | 40.00 | 0.00 | 274571 | 0 | 33880 | X | ||||
| Daniel E Koblentz MD | ||||||||||
| Medical Director | 40.00 | 0.00 | 239793 | 0 | 10748 | X | ||||
| Steven l Margolies | ||||||||||
| Medical Director | 40.00 | 0.00 | 169424 | 0 | 5074 | X | ||||
| Monica H Beck | ||||||||||
| Dep Gen'l Counsel | 40.00 | 0.00 | 160179 | 0 | 4884 | X | ||||
| Keith J Gurnick | ||||||||||
| Facilities Directo | 40.00 | 0.00 | 159265 | 0 | 8439 | X | ||||
| Tyler N Grosso | ||||||||||
| Dental Director | 40.00 | 0.00 | 145629 | 0 | 15870 | X | ||||
| Soraya LaFleur | ||||||||||
| Former Vice President | 0.00 | 0.00 | 68401 | 0 | 971 | X | ||||
| Clyde B Rush | ||||||||||
| Former Sr. Vice President | 0.00 | 0.00 | 98761 | 0 | 39741 | X | ||||
| Mark G White | ||||||||||
| Former Assistant Secretary | 0.00 | 40.00 | 0 | 160598 | 11280 | X | ||||
| Pamela Gubuan | ||||||||||
| Former Vice President | 0.00 | 40.00 | 0 | 116421 | 18906 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4771764 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 321500 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 374267 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Onbrands24 Inc | |||||
| 100 Cummings Center Suite 306L | Beverly | MA | 01915 | National Call Center | 234231 |
| Mandarin Oriental | |||||
| 80 Columbus Circle | New York | NY | 10023 | Venue Leasing for Ev | 136890 |
| Grant Thornton LLP | |||||
| 666 Third Avenue | New York | NY | 10017 | Auditing | 605167 |
| Fenton Communications | |||||
| 1000 Vermont Avenue NW Suite 200 | Washington | DC | 20005 | Public Relations | 124035 |
| Ceridian Employer Services | |||||
| 1 Chase Plaza | New York | NY | 10081 | Payroll Services | 718413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 1506396 | FundraisingEvents |
| Related Organizations | 127600 | RelatedOrganizations |
| Government Grants | 181544 | GovernmentGrants |
| All Other Contributions | 1396496 | AllOtherContributions |
| Noncash Contributions | 168266 | NoncashContributions |
| Total Contributions | 3212036 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Healthcare service revenu | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 5625479 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5625479 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5625479 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 284623 | TotalRevenueColumn |
| Exclusion | $284,623 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 733671 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 733671 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 733671 | TotalRevenueColumn |
| Exclusion | $733,671 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5942349 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5742526 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 199823 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199823 | TotalRevenueColumn |
| Exclusion | $199,823 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 172484 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1506396 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 172484 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Service Chrg Recov Affil | 624100 | 606728 | $606,728 |
| Priv Insur cost recov | 624100 | 870210 | $870,210 |
| Misc & other recov affil | 624100 | 494624 | $494,624 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 411693 | TotalRevenueColumn |
| Exclusion | $411,693 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2383255 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12438887 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5625479 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,601,372 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4459238 | Total |
| Program Services | 253560 | ProgramServices |
| Management And General | 3950965 | ManagementAndGeneral |
| Fundraising | 254713 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6350591 | Total |
| Program Services | 3434576 | ProgramServices |
| Management And General | 2662792 | ManagementAndGeneral |
| Fundraising | 253223 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285227 | Total |
| Program Services | 156893 | ProgramServices |
| Management And General | 108555 | ManagementAndGeneral |
| Fundraising | 19779 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534481 | Total |
| Program Services | 208432 | ProgramServices |
| Management And General | 299501 | ManagementAndGeneral |
| Fundraising | 26548 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 788331 | Total |
| Program Services | 327482 | ProgramServices |
| Management And General | 426954 | ManagementAndGeneral |
| Fundraising | 33895 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991829 | Total |
| Program Services | 246345 | ProgramServices |
| Management And General | 1649315 | ManagementAndGeneral |
| Fundraising | 96169 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6937 | Total |
| Management And General | 6937 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9470 | Total |
| Management And General | 9470 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
| Fundraising | 75000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138757 | Total |
| Management And General | 138757 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653229 | Total |
| Program Services | 445377 | ProgramServices |
| Management And General | 184512 | ManagementAndGeneral |
| Fundraising | 23340 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27190 | Total |
| Management And General | 4690 | ManagementAndGeneral |
| Fundraising | 22500 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828831 | Total |
| Program Services | 240556 | ProgramServices |
| Management And General | 506914 | ManagementAndGeneral |
| Fundraising | 81361 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507015 | Total |
| Program Services | 28462 | ProgramServices |
| Management And General | 470580 | ManagementAndGeneral |
| Fundraising | 7973 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281607 | Total |
| Program Services | 122124 | ProgramServices |
| Management And General | 159233 | ManagementAndGeneral |
| Fundraising | 250 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278081 | Total |
| Program Services | 66461 | ProgramServices |
| Management And General | 200671 | ManagementAndGeneral |
| Fundraising | 10949 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125870 | Total |
| Program Services | 5199 | ProgramServices |
| Management And General | 114289 | ManagementAndGeneral |
| Fundraising | 6382 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89050 | Total |
| Management And General | 89050 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2809360 | Total |
| Program Services | 2809360 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2103828 | Total |
| Program Services | 1571080 | ProgramServices |
| Management And General | 532748 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91745 | Total |
| Program Services | 28188 | ProgramServices |
| Management And General | 63557 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical Supplies | 150312 | 150312 | ||
| Accretion exp on asset retire | 151514 | 151514 | ||
| Chargebacks to Affil and Other | 309101 | 112011 | 169836 | 27254 |
| Support Services | 403395 | 403395 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -9265648 | Total |
| Program Services | 7628 | ProgramServices |
| Management And General | -9273276 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14184341 | Total |
| Program Services | 10768955 | ProgramServices |
| Management And General | 2476050 | ManagementAndGeneral |
| Fundraising | 939336 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895 | BOY |
| EOY | 1195 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 717119 | BOY |
| EOY | 615128 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1278859 | BOY |
| EOY | 1122301 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 748308 | BOY |
| EOY | 899861 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572234 | BOY |
| EOY | 551902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 45944955 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28904244 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16445701 | BOY |
| EOY | 17040711 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11932748 | BOY |
| EOY | 13629780 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12176436 | BOY |
| EOY | 12413077 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43873300 | BOY |
| EOY | 46273955 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5196504 | BOY |
| EOY | 5603835 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 463028 | BOY |
| EOY | 280077 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000000 | BOY |
| EOY | 3650000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13038174 | BOY |
| EOY | 14722056 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21697706 | BOY |
| EOY | 24255968 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14798415 | BOY |
| EOY | 13550334 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4059558 | BOY |
| EOY | 5139539 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3317621 | BOY |
| EOY | 3328114 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22175594 | BOY |
| EOY | 22017987 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43873300 | BOY |
| EOY | 46273955 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1745454 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1600406 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -12559 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2585753 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2348341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2702630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2158420 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3212036 | CurrentTaxYear |
| Total | 13007180 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2585753 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2348341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2702630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2158420 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3212036 | CurrentTaxYear |
| Total | 13007180 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 80272 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12926908 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 202575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 171204 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1020235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1032785 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1018294 | CurrentTaxYear |
| Total | 3445093 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1124037 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1992309 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1987614 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1874410 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2555739 | CurrentTaxYear |
| Total | 9534109 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 25986382 | TotalSupport |
| Gross Receipts From Admissions Etc | 26095260 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.49740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54370 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4061 | FilingOrganizationsTotals |
| Affiliated Group Totals | 98190 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4061 | FilingOrganizationsTotals |
| Affiliated Group Totals | 98190 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14180280 | FilingOrganizationsTotals |
| Affiliated Group Totals | 128942482 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14184341 | FilingOrganizationsTotals |
| Affiliated Group Totals | 129040672 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 859217 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 214804 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 224200 | CurrentYearMinus3 |
| Current Year Minus2 | 200997 | CurrentYearMinus2 |
| Current Year Minus1 | 203942 | CurrentYearMinus1 |
| Current Year | 98190 | CurrentYear |
| Total | 727329 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3708157 | BeginningOfYearBalance |
| Contributions | 10493 | Contributions |
| Investment Earnings Or Losses | 669771 | InvestmentEarningsOrLosses |
| Other Expenditures | 219696 | OtherExpenditures |
| End Of Year Balance | 4168725 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4371046 | BeginningOfYearBalance |
| Contributions | 12175 | Contributions |
| Investment Earnings Or Losses | 4947 | InvestmentEarningsOrLosses |
| Other Expenditures | 680011 | OtherExpenditures |
| End Of Year Balance | 3708157 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3770008 | BeginningOfYearBalance |
| Contributions | 20438 | Contributions |
| Investment Earnings Or Losses | 778600 | InvestmentEarningsOrLosses |
| Other Expenditures | 198000 | OtherExpenditures |
| End Of Year Balance | 4371046 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3765035 | BeginningOfYearBalance |
| Contributions | 19973 | Contributions |
| Investment Earnings Or Losses | -15000 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3770008 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3597936 | BeginningOfYearBalance |
| Contributions | 167099 | Contributions |
| End Of Year Balance | 3765035 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.79840 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20160 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1433345 | OtherCostOrOtherBasis |
| Book Value | 1433345 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9033679 | OtherCostOrOtherBasis |
| Depreciation | 8859023 | Depreciation |
| Book Value | 174656 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18337932 | OtherCostOrOtherBasis |
| Depreciation | 10954633 | Depreciation |
| Book Value | 7383299 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16810969 | OtherCostOrOtherBasis |
| Depreciation | 8816292 | Depreciation |
| Book Value | 7994677 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 329030 | OtherCostOrOtherBasis |
| Depreciation | 274296 | Depreciation |
| Book Value | 54734 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17040711 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other | 1188 |
| Due from affiliates advances from parent | 12331889 |
| Artwork | 80000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12413077 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Notes payable due to Affiliate | $700,000 |
| Due to government agencies | $484,997 |
| Due to Affiliates Advances to Parent | $10,630,749 |
| Cond Asset purs FASB 143 Asset Retir Obl | $2,906,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14722056 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21233529 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1600406 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 126690 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 7206303 | OtherRevenues |
| Revenue Not Rptd F990 | 8933399 | RevenueNotRptdF990 |
| Revenue Subtotal | 12300130 | RevenueSubtotal |
| Investment Expenses Not Included | 138757 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 138757 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12438887 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21391136 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 126690 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 7218862 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7345552 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14045584 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 138757 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 138757 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14184341 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Admin. Costs paid by Affiliates $7218862 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Admin. Costs Allocated to Affiliates $7218862 Change in ben. int. of n/a of PH Develop $-127600 Change in int of net assets of affiliate $115041 |
| Part X | Part X : FIN48 Footnote | In July 2006, guidance was issued in the area of "Accounting for Uncertainty in Income Taxes." The standard 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. It was effective for Phoenix House Foundation, Inc. on July 1, 2008, and had no impact on the accompanying financial statements. The tax years ended 2010,2011, 2012 and 2013 are still open to audit for both federal and state purposes. Phoenix House Foundation, Inc. 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 V, Line 4 | 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.In 2012 other expenditures include $500,000 released from endowment by donor. |
| Part IV, Line 2b | 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | NGK Global LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 East 67th St | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10065 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 76000 | GrossReceipts |
| Amount Retained By Contractor | 75000 | AmountRetainedByContractor |
| Net To Organization | 1000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 76000 | TotalGrossReceipts |
| Total Retained By Contractors | 75000 | TotalRetainedByContractors |
| Total Net To Organization | 1000 | TotalNetToOrganization |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fashion Award Event | NameOfEvent1 |
| Gross Receipts Event1 | 1398561 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1258372 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 140189 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 106571 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 590 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 17250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 15778 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Hampton's Event | NameOfEvent2 |
| Gross Receipts Event2 | 280319 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 248024 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32295 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 32295 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 1678880 | GrossReceiptsTotal |
| Charitable Contributions Total | 1506396 | CharitableContributionsTotal |
| Gross Revenue Total Events | 172484 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 106571 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 32885 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 17250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 15778 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 172484 | DirectExpenseSummaryEvents |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|
| Tyler N Grosso | ||||||||||
| Dental Director | 145510 | 119 | 9548 | 6322 | 161499 | |||||
| Steven l Margolies | ||||||||||
| Medical Director | 169173 | 251 | 5074 | 174498 | ||||||
| Stephen C Donowitz | ||||||||||
| Vice President | 194151 | 1136 | 19776 | 1867 | 216930 | |||||
| Soraya LaFleur | ||||||||||
| Former Vice President | 64869 | 3532 | 458 | 513 | 69372 | |||||
| Roxanne Kibben | ||||||||||
| VP Reg Dir Fin | 106492 | 12853 | 7450 | 126795 | 44481 | 2777 | 47258 | |||
| Pamela Gubuan | ||||||||||
| Former Vice President | 115242 | 6106 | 135327 | 1179 | 12800 | |||||
| Monica H Beck | ||||||||||
| Dep Gen'l Counsel | 147083 | 13096 | 1385 | 3499 | 165063 | |||||
| Mitchell S Rosenthal | ||||||||||
| Rosenthal Center Director | 266387 | 8184 | 25000 | 8880 | 308451 | |||||
| Michael Hailye | ||||||||||
| Vice President | 206160 | 15414 | 6107 | 9945 | 237626 | |||||
| Mark G White | ||||||||||
| Former Assistant Secretary | 153758 | 2474 | 171878 | 6840 | 8806 | |||||
| Kevin T Kirchoff | ||||||||||
| Sr. Vice Pres. | 263758 | 3135 | 25000 | 4701 | 296594 | |||||
| Keith J Gurnick | ||||||||||
| Facilities Directo | 156244 | 3021 | 4789 | 3650 | 167704 | |||||
| Karen Sodomick | ||||||||||
| Vice President | 204832 | 15090 | 6210 | 3761 | 229893 | |||||
| John J Diehl | ||||||||||
| SVP, Gen Couns | 256132 | 27786 | 15050 | 3095 | 302063 | |||||
| Jill Nevins | ||||||||||
| Vice President | 208563 | 22146 | 5524 | 236233 | ||||||
| Irene Posio | ||||||||||
| Vice President | 142891 | 10893 | 4590 | 11128 | 169502 | |||||
| Howard P Meitiner | ||||||||||
| President | 576694 | 55841 | 25000 | 9394 | 666929 | |||||
| Deni Carise-term 101712 | ||||||||||
| Clin. Officer | 236827 | 42520 | 5935 | 4941 | 290223 | |||||
| Daniel E Koblentz MD | ||||||||||
| Medical Director | 238471 | 1322 | 10035 | 713 | 250541 | |||||
| Clyde B Rush | ||||||||||
| Former Sr. Vice President | 33512 | 65249 | 24105 | 15636 | 138502 | |||||
| Amy E Singer | ||||||||||
| Sr.Vice Pres. | 234382 | 1505 | 23314 | 4059 | 263260 | |||||
| Alexander Clague | ||||||||||
| Vice President | 240864 | 20336 | 4904 | 9786 | 275890 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | Club dues are paid by the company for two individuals. These dues are used strictly for business purposes and fundraising | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Timothy J Noonan | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Director | Relationship |
| Amount Of Transaction | 100000 | AmountOfTransaction |
| Description Of Transaction | Brokerage Commission | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Phoenix House Foundation compensated a firm whose officer is also a director of the Foundation for insurance brokerage services. This director had no part in the decision process. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6748 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Replacement co | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 161518 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair mkt value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | 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 a brokerage firm to handle all transactions for donated marketable securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Schedule D part X Other Assets | Beneficial interest of net assets for Phoenix House Development Fund. Inc. is pursuant to SFAS No.136. | |
| Schedule D Other Liabilities Part X | Conditional Assets pursuant to FASB 143 Retirement Obligation. | |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in ben. interest of net assets of PH Development = -$127600 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in ben. interest of net asset of Affiliate = $115041 | Form 990, Part XI, Line 9 |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization makes its financial statements available to the public in its annual report. Other referenced documents available on request. Other corporate documents are available only at the direction of management unless required by law. | Form 990, Part VI, Line 19 |
| 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) or by the board (or committee thereof) of the organization's sole member, and recorded in minutes. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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. | Form 990, Part VI, Line 12c |
| 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 11b |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Mark G. White and W. Christopher White, current officer and director of Phoenix House Foundation, respectively, have a family relationship. | Form 990, Part VI, Line 2 |
| 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 745 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 III, Line 4d |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Phoenix House Mid-Atlantic PropMgt | ||||||||||
| 521 N Quincy Street | Arlington | VA | 22203 | 541835296 | Strategic Planning and Management services. | VA | 501(c)(3) | 7 | PHMA | false |
| 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 | false |
| Phoenix House Development Fund Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 133020609 | Provides financial support to Phoenix House Foundation | NY | 501(c)(3) | 7 | NA | false |
| Phoenix Houses of New Jersey Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 237409564 | Substance abuse treatment and prevention | NJ | 501(c)(3) | 7 | PHF | false |
| The American Council for Drug Education | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 132904583 | Substance abuse treatment and prevention | NY | 501(c)(3) | 7 | PHF | false |
| 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 | false |
| 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 | false |
| 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 | false |
| 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 | false |
| 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 | false |
| Phoenix Programs of Florida Inc | ||||||||||
| 550 West Waters Ave 406 | Tampa | FL | 33634 | 593172948 | Substance abuse treatment and prevention | FL | 501(c)(3) | 7 | PHF | false |
| Phoenix Houses of Texas Inc | ||||||||||
| 2345 Reagan Street | Dallas | TX | 752193225 | 133810073 | Substance abuse treatment and prevention | TX | 501(c)(3) | 7 | PHF | false |
| Center on Addiction and the Family Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 133132463 | Substance abuse treatment and prevention | NY | 501(c)(3) | 7 | PHF | false |
| Phoenix Houses of Long Island Inc | ||||||||||
| PO Box 3001 | Brentwood | NY | 117013001 | 112307925 | Substance abuse treatment and prevention | NY | 501(c)(3) | 7 | PHNY | false |
| Phoenix Houses of New York Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 133020608 | Substance abuse treatment and prevention. | NY | 501(c)(3) | 7 | PHF | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |