PRIMARY CARE DEVELOPMENT CORPORATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PRIMARY CARE DEVELOPMENT CORPORATION (EIN 13-3711803)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-03
- IRS object ID
- 202640349349301874
- Schema version
- 2024v5.5
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-03T16:58:11-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133711803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIMARY CARE DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 2124373940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY FLOOR 31 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE COHEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2124373940 | PhoneNum |
| Signature | 2026-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOUISE COHEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY FLOOR 31 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,784,176 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.PCDC.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SINCE 1993, PRIMARY CARE DEVELOPMENT CORPORATION (PCDC) SUPPORTS HEALTHY, THRIVING COMMUNITIES ACROSS THE COUNTRY THROUGH PRIMARY CARE INVESTMENT, EXPERTISE, AND ADVOCACY. WE IMPROVE AND EXPAND ACCESS TO PRIMARY CARE, DELIVERING EVIDENCE-BASED SOLUTIONS AND INCREASING ACCESS TO CARE FOR PEOPLE WHO NEED IT MOST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,676,537 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,673,455 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,163,824 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,141,912 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,356,106 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,474,203 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,493 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,096 | CYOtherRevenueAmt |
| PY Total Revenue | $13,180,974 | PYTotalRevenueAmt |
| CY Total Revenue | $28,277,474 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,227,633 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,576,198 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $49,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,319 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,440,747 | PYOtherExpensesAmt |
| CY Other Expenses | $5,131,204 | CYOtherExpensesAmt |
| PY Total Expenses | $14,717,880 | PYTotalExpensesAmt |
| CY Total Expenses | $12,707,402 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,536,906 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,570,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,220,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,477,187 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,001,394 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,225,564 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,218,815 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,251,623 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRIMARY CARE DEVELOPMENT CORPORATION (PCDC) SUPPORTS ACCESS TO HIGH-QUALITY PRIMARY CARE NATIONWIDE TO IMPROVE HEALTH OUTCOMES. PCDC WORKS WITH PRIMARY CARE PROVIDERS AND COMMUNITIES THROUGH CAPITAL FINANCING, CAPACITY-BUILDING SERVICES, AND POLICY ANALYSIS AND ADVOCACY TO EXPAND PRIMARY CARE CAPACITY AND STRENGTHEN CARE DELIVERY NATIONWIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,102,274 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,618,750 | RevenueAmt |
| Desc | CAPITAL INVESTMENT: PCDC PROVIDES FLEXIBLE FINANCING AND TECHNICAL EXPERTISE TO SUPPORT THE DEVELOPMENT AND MODERNIZATION OF COMMUNITY-BASED PRIMARY CARE FACILITIES, WITH A FOCUS ON COMMUNITIES WITH LIMITED ACCESS TO SERVICES. TO DATE, PCDC HAS FINANCED AROUND 260 PROJECTS TOTALING NEARLY $1.8 BILLION, SUPPORTING CAPACITY FOR APPROXIMATELY 5.3 MILLION MEDICAL VISITS ANNUALLY SERVING MORE THAN 1.5 MILLION PATIENTS NATIONWIDE. PCDC HAS EXPERIENCED NO LOAN LOSSES AND HOLDS AN AERIS AA+ FINANCIAL STRENGTH RATING AND A FOUR-STAR IMPACT MANAGEMENT RATING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,764,980 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,423,162 | RevenueAmt |
| Desc | CONSULTING & TRAINING: PCDC PROVIDES CONSULTING, TRAINING, AND TECHNICAL ASSISTANCE TO STRENGTHEN PRIMARY CARE DELIVERY, OPERATIONS, AND FINANCIAL MANAGEMENT. PCDC HAS SUPPORTED MORE THAN 4,800 PRIMARY CARE ORGANIZATIONS NATIONWIDE, INCLUDING ASSISTANCE TO OVER 1,400 SITES IN ACHIEVING PATIENT-CENTERED MEDICAL HOME RECOGNITION. IN RESPONSE TO THE NEEDS OF EXISTING PRACTICES AND HEALTH CENTERS, PCDC EXPANDED FINANCIAL MANAGEMENT AND LITERACY SERVICES TO STRENGTHEN UNDERSTANDING OF ORGANIZATIONAL FINANCIAL OPERATIONS. PCDC ALSO EXPANDED CALIFORNIA-BASED CONSULTING SERVICES THROUGH STATE-FUNDED TECHNICAL ASSISTANCE, SUPPORTING PROVIDER PARTICIPATION IN STATEWIDE PAYMENT REFORM INITIATIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,604,242 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $100,000 | RevenueAmt |
| Desc | POLICY, COMMUNICATIONS, RESEARCH & EVALUATION: PCDC CONDUCTS POLICY ANALYSIS, RESEARCH, AND STAKEHOLDER ENGAGEMENT TO INFORM DECISION-MAKING AND IMPROVE PRIMARY CARE ACCESS AND SYSTEM PERFORMANCE, ESPECIALLY IN AREAS AND COMMUNITIES WITH LIMITED ACCESS TO SERVICES. THROUGH ORIGINAL RESEARCH, DATA TOOLS, AND THOUGHT LEADERSHIP, PCDC HELPS POLICYMAKERS, FUNDERS, AND HEALTH CARE LEADERS BETTER UNDERSTAND WHERE PRIMARY CARE GAPS EXIST AND HOW RESOURCES CAN BE USED MORE EFFECTIVELY. PCDC'S WORK ELEVATES EVIDENCE-BASED SOLUTIONS, STRENGTHENS ACCOUNTABILITY, AND SUPPORTS SUSTAINABLE INVESTMENTS IN PRIMARY CARE NATIONWIDE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,471,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINA PRADO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124373940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY FLOOR 31 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| YVETTE P TEOFAN | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL RAPHAEL | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT MORGAN | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN RUGGE | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYRUS BATHEJA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DUDLEY BENOIT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN BRANSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PABLO BRAVO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN CHAMPMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRELDA DAVIS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HOLDSCLAW | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER KOLLER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN ARTEAGA LANDAVERDE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA MASON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE R PETIT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WHITNEY PHELPS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI SCOTT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT SIEGLER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRIE STERLING | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| UDAI TAMBAR | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLENE ZURACK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE COHEN | |||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $403,353 | $0 | $20,537 | |||
| ASSUNTA ROSA | |||||||||
| INTERIM CFO THRU AUG. 2024 | 40.00 | 0.00 | Yes (X) | $157,008 | $0 | $8,414 | |||
| ANA PRADO-SANCHO | |||||||||
| CFO AS OF JULY 2024 | 40.00 | 0.00 | Yes (X) | $96,786 | $0 | $10,771 | |||
| CYNTHIA SUMMERS | |||||||||
| MANAGING DIR SPA THRU NOV. 2024 | 40.00 | 0.00 | $248,593 | $0 | $18,308 | Yes (X) | |||
| ISAAC KASTENBAUM | |||||||||
| VP CQP | 40.00 | 0.00 | $245,679 | $0 | $71,597 | Yes (X) | |||
| WILLIAM O'BRIEN | |||||||||
| CHIEF LENDING OFFICER | 40.00 | 0.00 | $265,893 | $0 | $52,113 | Yes (X) | |||
| ANNE GEGGIE | |||||||||
| SR. DIR., PORTFOLIO MANAGEMENT | 40.00 | 0.00 | $192,809 | $0 | $27,703 | Yes (X) | |||
| NANCY LAGER | |||||||||
| DIR, CAPITAL INVESTMENT | 40.00 | 0.00 | $214,138 | $0 | $30,946 | Yes (X) | |||
| JULIE SCHILZ | |||||||||
| SENIOR DIRECTOR | 40.00 | 0.00 | $211,979 | $0 | $11,952 | Yes (X) | |||
| CHRISTINA LINDSTROM | |||||||||
| DIR. OF ADMINISTRATION | 40.00 | 0.00 | $207,771 | $0 | $12,090 | Yes (X) | |||
| SHUK HAN LEUNG | |||||||||
| SR. DIR. OF FINANCE | 40.00 | 0.00 | $192,239 | $0 | $45,475 | Yes (X) | |||
| SHEREEN SANTALESA | |||||||||
| HUMAN RESOURCES DIRECTOR | 40.00 | 0.00 | $170,345 | $0 | $11,831 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,606,593 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $321,737 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCCARTER & ENGLISH LLP | |||||
| FOUR GATEWAY CENTER 100 MULBERRY ST | NEWARK | NJ | 071024056 | LEGAL SERVICES | $154,009 |
| DUANE MORRIS | |||||
| 30 SOUTH 17TH STREET | PHILADELPHIA | PA | 191034196 | LEGAL SERVICES | $107,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $256,384 | FundraisingAmt |
| Government Grants | $450,000 | GovernmentGrantsAmt |
| All Other Contributions | $15,967,071 | AllOtherContributionsAmt |
| Total Contributions | $16,673,455 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOANS | 523940 | $5,182,022 | $5,182,022 |
| PROGRAM FEES | 900099 | $4,959,890 | $4,959,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,141,912 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,540,926 | TotalRevenueColumnAmt |
| Exclusion | $1,540,926 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,382,479 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,449,202 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$66,723 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$66,723 | TotalRevenueColumnAmt |
| Exclusion | -$66,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,320 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $256,384 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $57,500 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,180 | TotalRevenueColumnAmt |
| Exclusion | -$12,180 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $84 | TotalRevenueColumnAmt |
| Exclusion | $84 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $84 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,277,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,141,912 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,462,107 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,625,069 | TotalAmt |
| Program Services | $921,012 | ProgramServicesAmt |
| Management And General | $704,057 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,629,339 | TotalAmt |
| Program Services | $3,502,046 | ProgramServicesAmt |
| Management And General | $1,123,353 | ManagementAndGeneralAmt |
| Fundraising | $3,940 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,311 | TotalAmt |
| Program Services | $173,445 | ProgramServicesAmt |
| Management And General | $98,668 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,916 | TotalAmt |
| Program Services | $482,776 | ProgramServicesAmt |
| Management And General | $83,678 | ManagementAndGeneralAmt |
| Fundraising | $462 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,563 | TotalAmt |
| Program Services | $338,819 | ProgramServicesAmt |
| Management And General | $143,428 | ManagementAndGeneralAmt |
| Fundraising | $316 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,106 | TotalAmt |
| Program Services | $259,695 | ProgramServicesAmt |
| Management And General | $143,411 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,954 | TotalAmt |
| Management And General | $75,954 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,481 | TotalAmt |
| Program Services | $475,804 | ProgramServicesAmt |
| Management And General | $69,683 | ManagementAndGeneralAmt |
| Fundraising | $23,994 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,464 | TotalAmt |
| Program Services | $75,528 | ProgramServicesAmt |
| Management And General | $26,467 | ManagementAndGeneralAmt |
| Fundraising | $1,469 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,481 | TotalAmt |
| Program Services | $198,888 | ProgramServicesAmt |
| Management And General | $102,032 | ManagementAndGeneralAmt |
| Fundraising | $4,561 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,511 | TotalAmt |
| Program Services | $386,546 | ProgramServicesAmt |
| Management And General | $166,707 | ManagementAndGeneralAmt |
| Fundraising | $258 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,373 | TotalAmt |
| Program Services | $98,240 | ProgramServicesAmt |
| Management And General | $40,921 | ManagementAndGeneralAmt |
| Fundraising | $212 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,319 | TotalAmt |
| Program Services | $63,490 | ProgramServicesAmt |
| Management And General | $4,829 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,851,922 | TotalAmt |
| Program Services | $1,851,922 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,657 | TotalAmt |
| Program Services | $73,285 | ProgramServicesAmt |
| Management And General | $25,334 | ManagementAndGeneralAmt |
| Fundraising | $38 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,316 | TotalAmt |
| Program Services | $195 | ProgramServicesAmt |
| Management And General | $160,121 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROVISION FOR CREDIT LO | $392,820 | $392,820 | ||
| OTHER EXPENSES | $182,590 | $33,046 | $149,544 | |
| BANK & MISC. FEES | $93,324 | $23,362 | $65,199 | $4,763 |
| DUES & SUBSCRIPTIONS | $72,886 | $60,577 | $12,201 | $108 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,707,402 | TotalAmt |
| Program Services | $9,471,496 | ProgramServicesAmt |
| Management And General | $3,195,587 | ManagementAndGeneralAmt |
| Fundraising | $40,319 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,240,103 | BOYAmt |
| EOY | $15,457,399 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,114 | BOYAmt |
| EOY | $541,962 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,082 | BOYAmt |
| EOY | $1,436,983 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,452 | BOYAmt |
| EOY | $208,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $274,127 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,206 | BOYAmt |
| EOY | $187,552 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,599,132 | BOYAmt |
| EOY | $23,855,540 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,530,315 | BOYAmt |
| EOY | $123,146,042 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,805 | BOYAmt |
| EOY | $5,643,338 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,220,209 | BOYAmt |
| EOY | $170,477,187 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,258 | BOYAmt |
| EOY | $1,320,395 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,441,396 | BOYAmt |
| EOY | $14,296,218 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,692,211 | BOYAmt |
| EOY | $53,613,640 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,847,529 | BOYAmt |
| EOY | $25,984,811 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,001,394 | BOYAmt |
| EOY | $95,225,564 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,893,815 | BOYAmt |
| EOY | $74,573,623 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,000 | BOYAmt |
| EOY | $678,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,218,815 | BOYAmt |
| EOY | $75,251,623 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,220,209 | BOYAmt |
| EOY | $170,477,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,570,072 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $462,736 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,261,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,487,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,676,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,673,455 | CurrentTaxYearAmt |
| Total | $45,475,876 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,261,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,487,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,676,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,673,455 | CurrentTaxYearAmt |
| Total | $45,475,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $339,171 | SubstantialContributorsTotAmt |
| Public Support Total170 | $45,136,705 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $260,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,080,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,437,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,540,926 | CurrentTaxYearAmt |
| Total | $4,614,807 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $450,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84 | CurrentTaxYearAmt |
| Total | $450,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,541,467 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $46,335,355 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 17. 2021 AMOUNT: $ 565. 2022 AMOUNT: $ 81. 2023 AMOUNT: $ 37. 2024 AMOUNT: $ 84. RECOVERY OF UNCOLLECTIBLE ACCOUNTS - 2020 AMOUNT: $ 450,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $103,238 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $103,238 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES INCLUDE OUTREACH TO LOCAL, STATE AND FEDERAL ELECTED AND APPOINTED OFFICIALS AS WELL AS THEIR RELEVANT AGENCY, DEPARTMENT, AND OFFICE STAFF TO EDUCATE THEM ON PRIMARY CARE ISSUES, ENCOURAGE THEM TO ENACT LEGISLATION SUPPORTING A PRIMARY-CARE CENTRIC HEALTH SYSTEM THAT PROVIDES QUALITY CARE TO ALL WHO NEED IT AND URGING NEW YORK STATE ELECTED OFFICIALS TO APPROPRIATE FUNDING FOR PCDC-LED INITIATIVES THAT EXPAND ACCESS TO AND STRENGTHEN PRIMARY CARE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,536 | DepreciationAmt |
| Book Value | $48,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $224,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,039 | DepreciationAmt |
| Book Value | $139,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $187,552 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS IN LLCS | $18,511 | C |
| LOANS RECEIVABLE | $123,127,531 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $123,146,042 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,554,421 |
| RESERVES AND DEPOSITS PAYABLE | $2,770,720 |
| DUE TO NEW YORK CITY | $248,193 |
| DUE TO THIRD PARTY | $19,972,030 |
| OTHER LIABILITIES | $439,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,984,811 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,797,710 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $462,736 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $57,500 | OtherRevenueAmt |
| Revenue Not Reported | $520,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,277,474 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,277,474 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,764,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $57,500 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $57,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,707,402 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,707,402 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PRIMARY CARE DEVELOPMENT CORPORATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 57,500. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 57,500. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $301,704 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $256,384 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,320 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $57,500 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $301,704 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $256,384 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,320 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,500 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $57,500 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,180 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOUISE COHEN | ||||||||||||||
| CEO | $363,996 | $0 | $15,138 | $0 | $24,219 | $0 | $16,500 | $0 | $4,037 | $0 | $423,890 | $0 | $0 | $0 |
| WILLIAM O'BRIEN | ||||||||||||||
| CHIEF LENDING OFFICER | $247,945 | $0 | $16,760 | $0 | $1,188 | $0 | $13,837 | $0 | $38,276 | $0 | $318,006 | $0 | $0 | $0 |
| ISAAC KASTENBAUM | ||||||||||||||
| VP CQP | $232,076 | $0 | $13,441 | $0 | $162 | $0 | $13,324 | $0 | $58,273 | $0 | $317,276 | $0 | $0 | $0 |
| CYNTHIA SUMMERS | ||||||||||||||
| MANAGING DIR SPA THRU NOV. 2024 | $242,738 | $0 | $5,441 | $0 | $414 | $0 | $12,605 | $0 | $5,703 | $0 | $266,901 | $0 | $0 | $0 |
| NANCY LAGER | ||||||||||||||
| DIR, CAPITAL INVESTMENT | $199,102 | $0 | $13,817 | $0 | $1,219 | $0 | $10,991 | $0 | $19,955 | $0 | $245,084 | $0 | $0 | $0 |
| SHUK HAN LEUNG | ||||||||||||||
| SR. DIR. OF FINANCE | $183,413 | $0 | $8,052 | $0 | $774 | $0 | $10,033 | $0 | $35,442 | $0 | $237,714 | $0 | $0 | $0 |
| JULIE SCHILZ | ||||||||||||||
| SENIOR DIRECTOR | $197,296 | $0 | $13,495 | $0 | $1,188 | $0 | $10,579 | $0 | $1,373 | $0 | $223,931 | $0 | $0 | $0 |
| ANNE GEGGIE | ||||||||||||||
| SR. DIR., PORTFOLIO MANAGEMENT | $178,744 | $0 | $13,651 | $0 | $414 | $0 | $9,798 | $0 | $17,905 | $0 | $220,512 | $0 | $0 | $0 |
| CHRISTINA LINDSTROM | ||||||||||||||
| DIR. OF ADMINISTRATION | $199,375 | $0 | $8,126 | $0 | $270 | $0 | $10,310 | $0 | $1,780 | $0 | $219,861 | $0 | $0 | $0 |
| SHEREEN SANTALESA | ||||||||||||||
| HUMAN RESOURCES DIRECTOR | $156,130 | $0 | $13,441 | $0 | $774 | $0 | $8,567 | $0 | $3,264 | $0 | $182,176 | $0 | $0 | $0 |
| ASSUNTA ROSA | ||||||||||||||
| INTERIM CFO THRU AUG. 2024 | $156,195 | $0 | $0 | $0 | $813 | $0 | $7,813 | $0 | $601 | $0 | $165,422 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE CEO AND CFO BONUSES WERE DETERMINED AND AWARDED BY THE BOARD OF DIRECTORS FOLLOWING THE END OF THE FISCAL YEAR, BASED ON ORGANIZATIONAL FINANCIAL RESULTS AND INDIVIDUAL PERFORMANCE AS EVALUATED DURING THE ANNUAL REVIEW PROCESS. BONUSES FOR ALL OTHER STAFF, INCLUDING OTHER KEY EMPLOYEES, WERE DETERMINED AND AWARDED BASED ON ORGANIZATIONAL FINANCIAL RESULTS AND INDIVIDUAL PERFORMANCE AS WELL, IN ACCORDANCE WITH A BOARD-APPROVED BONUS PLAN STRUCTURE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE 990 IS THEN REVIEWED BY THE FINANCE COMMITTEE. UPON APPROVAL OF THE FINANCE COMMITTEE, THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS. THE RETURN IS CIRCULATED TO THE BOARD OF DIRECTORS IN ADVANCE OF THE MEETING. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR BOARD MEMBERS REVIEW PCDC'S WRITTEN POLICY AND ATTEST THAT THEY HAVE READ AND WILL ABIDE BY THE POLICY BY SIGNING AN ANNUAL AFFIRMATION OF POLICY ON INTERESTED DIRECTORS. WHEN A DIRECTOR OF PCDC HAS AN INTEREST IN A PCDC MATTER, THAT DIRECTOR DISCLOSES THEIR INTEREST TO THE BOARD PRIOR TO ANY DISCUSSION OR VOTE REGARDING THE MATTER; AND THE INTERESTED DIRECTOR ABSENTS HIM OR HERSELF FROM THE DISCUSSION AND/OR VOTES CONCERNING THE MATTER. CONFLICTS ARE REPORTED IN THE BOARD MINUTES. A LIST OF BOARD MATTERS IS COMPILED ANNUALLY FOR BOARD MEMBERS TO REVIEW AND REAFFIRM THEIR DISCLOSURE(S) DURING THE YEAR. SIMILARLY, ALL EMPLOYEES OF PCDC ANNUALLY REVIEW PCDC'S CONFIDENTIALITY AND CONFLICT OF INTEREST POLICIES AND SIGN A STATEMENT ACKNOWLEDGING THEY HAVE RECEIVED, READ AND WILL ABIDE BY THE POLICIES. ANY CONFLICT OF INTERESTS ARE REQUIRED TO BE IMMEDIATELY DISCLOSED TO THE CHIEF EXECUTIVE OFFICER. EMPLOYEES ALSO ANNUALLY REAFFIRM IN WRITING ANY CONFLICT(S), AND DISCLOSURE(S) THEREOF, DURING THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION COMPARABLE DATA IS COMPILED, EITHER INTERNALLY OR BY AN INDEPENDENT CONSULTANT, ON THE CHIEF EXECUTIVE OFFICER (CEO), CHIEF FINANCIAL OFFICER (CFO) AND KEY EMPLOYEES AND IS REVIEWED BY THE GOVERNANCE COMMITTEE (GC). THE COMPARABLE COMPENSATION DATA IS BASED ON MARKET ANALYSIS AND COMPARISON OF 990S FROM OTHER ORGANIZATIONS WITH SIMILAR MISSIONS, PROGRAMS, BALANCE SHEETS, AND BUDGETS. RECOMMENDATION OF CEO'S AND CFO'S COMPENSATION IS MADE BY THE GC TO THE BOARD FOR ITS DISCUSSION AND APPROVAL. THE GC PROPOSES COMPENSATION AND DETERMINES THE REASONABLENESS OF COMPENSATION IN A PROCESS THAT INCLUDES PERFORMANCE APPRAISALS AND THE REVIEW OF COMPARATIVE COMPENSATION DATA. THE BOARD MAKES THE FINAL DECISION IN AN EXECUTIVE SESSION WITH NO STAFF PRESENT. KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE CEO ANNUALLY BASED PRIMARILY ON PERFORMANCE APPRAISALS AND COMPARABLE COMPENSATION DATA AND IS REVIEWED BY THE GC. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, FORM 990, CONFLICT OF INTEREST POLICY, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| PCDC NMTC HEALTH FUND LLC | |||||||||
| 45 BROADWAY SUITE 530 | NEW YORK | NY | 10006 | 831213730 | HEALTH CARE NMTC PROGRAM; LOANS | NY | $0 | $0 | PCDC |
| PCDC PFS01 LLC | |||||||||
| 45 BROADWAY SUITE 530 | NEW YORK | NY | 10006 | 873437601 | FISCAL INTERMEDIARY | NY | $0 | $74,740 | PCDC |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PCDC HEALTH OPPORTUNITIES FUND XVI LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 474464362 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $23 | 0 | Yes (1) | 0.00010 | |
| PCDC HEALTH OPPORTUNITIES FUND XVII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 474476378 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $5 | 0 | Yes (1) | 0.00010 | $1,069 |
| PCDC HEALTH OPPORTUNITIES FUND XVIII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814830979 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $33 | 0 | Yes (1) | 0.00010 | |
| PCDC HEALTH OPPORTUNITIES FUND XIX LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814845795 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $14 | 0 | Yes (1) | 0.00010 | $907 |
| PCDC HEALTH OPPORTUNITIES FUND XX LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814859546 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $533 |
| PCDC HEALTH OPPORTUNITIES FUND XXII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814914582 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $875 |
| PCDC HEALTH OPPORTUNITIES FUND XXIII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814932296 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $7 | 0 | Yes (1) | 0.00010 | $974 |
| PCDC HEALTH OPPORTUNITIES FUND XXIV LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814835602 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $776 |
| PCDC HEALTH OPPORTUNITIES FUND XXVI LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 814871292 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $975 |
| PCDC HEALTH OPPORTUNITIES FUND XXVIII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 824907042 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $4 | 0 | Yes (1) | 0.00010 | $986 |
| PCDC HEALTH OPPORTUNITIES FUND XXIX LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 824923506 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $3 | 0 | Yes (1) | 0.00010 | $886 |
| PCDC HEALTH OPPORTUNITIES FUND XXX LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852534624 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $544 |
| PCDC HEALTH OPPORTUNITIES FUND XXXI LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852568577 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $615 |
| PCDC HEALTH OPPORTUNITIES FUND XXXII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852615152 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $2 | 0 | Yes (1) | 0.00010 | $990 |
| PCDC HEALTH OPPORTUNITIES FUND XXXIII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852647296 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $1 | 0 | Yes (1) | 0.00010 | $594 |
| PCDC HEALTH OPPORTUNITIES FUND XXXIV LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852667723 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $3 | 0 | Yes (1) | 0.00010 | $694 |
| PCDC HEALTH OPPORTUNITIES FUND XXXV LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852701908 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $6 | 0 | Yes (1) | 0.00010 | $989 |
| PCDC HEALTH OPPORTUNITIES FUND XXXVI LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852709023 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $2 | 0 | Yes (1) | 0.00010 | $989 |
| PCDC HEALTH OPPORTUNITIES FUND XXXVII LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 852560563 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| PCDC HEALTH OPPORTUNITIES FUND 38 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872630738 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $3 | 0 | Yes (1) | 0.00010 | $990 |
| PCDC HEALTH OPPORTUNITIES FUND 39 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872667336 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $5 | 0 | Yes (1) | 0.00010 | $1,635 |
| PCDC HEALTH OPPORTUNITIES FUND 40 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872693961 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $3 | 0 | Yes (1) | 0.00010 | $794 |
| PCDC HEALTH OPPORTUNITIES FUND 41 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872715321 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $4 | 0 | Yes (1) | 0.00010 | $1,216 |
| PCDC HEALTH OPPORTUNITIES FUND 42 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872733206 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | $2 | 0 | Yes (1) | 0.00010 | $946 |
| PCDC HEALTH OPPORTUNITIES FUND 43 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872754385 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| PCDC HEALTH OPPORTUNITIES FUND 44 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872776563 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| PCDC HEALTH OPPORTUNITIES FUND 45 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872797760 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| PCDC HEALTH OPPORTUNITIES FUND 46 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872830898 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| PCDC HEALTH OPPORTUNITIES FUND 47 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872843644 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| PCDC HEALTH OPPORTUNITIES FUND 48 LLC | |||||||||||||
| C/O PCDC 45 BROADWAY | NEW YORK | NY | 10006 | 872649020 | HEALTH CARE NMTC PROGRAM; LOANS | NY | PCDC | RELATED | 0 | Yes (1) | 0.99000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |