PHYSICIANS HOME: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: PHYSICIANS HOME (EIN 13-1782482)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-01-25
IRS object ID: 202420259349301502
Schema version: 2022v5.0
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 D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-01-25T16:16:36-06:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	873231666	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	245 PARK AVENUE 12TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10167	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	131782482	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PHYSICIANS HOME INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PHYS	BusinessNameControlTxt
Phone	6469082637	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVE FL 8	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100228606	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW SAMA MD	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	6469082637	PhoneNum
Signature	2024-01-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANDREW	PersonFirstNm
Person Last	SAMA MD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	EVA MRUK	PreparerPersonNm
PTIN	P00543254	PTIN
Phone	2122862600	PhoneNum
Preparation	2024-01-25	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANDREW SAMA MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVE FL 8	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100228606	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,105,074	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PHYSICIANSHOME.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1919	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO ASSIST PHYSICIANS WHO FALL ON HARD TIMES AND ARE IN NEED OF FINANCIAL HELP.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	14	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$45,398	PYContributionsGrantsAmt
CY Contributions Grants	$48,048	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$647,508	PYInvestmentIncomeAmt
CY Investment Income	$332,075	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$692,906	PYTotalRevenueAmt
CY Total Revenue	$380,123	CYTotalRevenueAmt
PY Grants And Similar Paid	$269,585	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$255,950	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$114,752	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$71,246	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$35,985	CYTotalFundraisingExpenseAmt
PY Other Expenses	$207,351	PYOtherExpensesAmt
CY Other Expenses	$206,619	CYOtherExpensesAmt
PY Total Expenses	$591,688	PYTotalExpensesAmt
CY Total Expenses	$533,815	CYTotalExpensesAmt
PY Revenues Less Expenses	$101,218	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$153,692	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,242,729	TotalAssetsBOYAmt
Total Assets EOY	$13,839,493	TotalAssetsEOYAmt
Total Liabilities BOY	$26,400	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$77,982	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,216,329	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$13,761,511	NetAssetsOrFundBalancesEOYAmt
Mission	PHYSICIANS' HOME ASSISTS PHYSICIANS AND THEIR FAMILY MEMBERS WHO FALL ON HARD TIMES AND ARE IN NEED OF FINANCIAL HELP.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$328,722	ExpenseAmt
Grant	$255,950	GrantAmt
Revenue	$0	RevenueAmt
Desc	PHYSICIANS' HOME PROVIDES HELP TO PHYSICIANS WHO FALL ON HARD FINANCIAL TIMES AND/OR THEIR IMMEDIATE FAMILY MEMBERS WHO BECOME DEPENDENT. DURING THE YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATED THE NEEDS OF NEW BENEFICIARIES AS WELL AS THOSE OF EXISTING BENEFICIARIES FOR CONTINUED ASSISTANCE. THE ORGANIZATION PROVIDED $255,650 IN DIRECT ASSISTANCE TO 14 PHYSICIANS AND 7 FAMILY MEMBERS DURING THE YEAR.	Desc
Total Program Service Expenses	$328,722	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	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	0	DisregardedEntityInd
Related Entity	0	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	2	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	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	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	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	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
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	MARTHA REDO ESQ	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6469082637	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVE FL 8	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100228606	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JOSEPH B CLEARY MD
DIRECTOR/PRESIDENT/CEO THRU 11/27/22	5.00	Yes (X)	Yes (X)	$46,154	$0	$0
ANDREW E SAMA MD
DIR/CHAIRMAN/1ST VICE-PRES	5.00	Yes (X)	Yes (X)	$0	$0	$0
MARTHA REDO ESQ
DIRECTOR/2ND VICE-PRESIDENT/TREASURER	1.50	Yes (X)	Yes (X)	$0	$0	$0
JACQUELINE SALZER MD
DIRECTOR/ASST. TREASURER	1.25	Yes (X)	Yes (X)	$0	$0	$0
DONALD D FAGER ESQ
DIRECTOR/SECRETARY THRU 3/23	0.75	Yes (X)	Yes (X)	$0	$0	$0
SYDNEY D BOGART MD
DIRECTOR THRU 9/15/23	0.25	Yes (X)		$0	$0	$0
BRUCE C HORTEN MD
DIRECTOR	1.50	Yes (X)		$0	$0	$0
FRANK IAQUINTA MD
DIRECTOR	0.75	Yes (X)		$0	$0	$0
DAVID S KARAN MD
DIRECTOR THRU 9/6/23	0.01	Yes (X)		$0	$0	$0
JOHN W LOMBARDO MD
DIRECTOR	0.50	Yes (X)		$0	$0	$0
JOHN A MCCLUNG MD
DIRECTOR	0.50	Yes (X)		$0	$0	$0
FAZLOLLAH MOQTADERI MD
DIRECTOR	1.50	Yes (X)		$0	$0	$0
MARY O'DOWD
DIRECTOR	0.50	Yes (X)		$0	$0	$0
SHARON-MARIE ROONEY MD
DIRECTOR	0.50	Yes (X)		$0	$0	$0
PETER VOGES MD
DIRECTOR	0.20	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$46,154	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$48,048	AllOtherContributionsAmt
Total Contributions	$48,048	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$296,381	TotalRevenueColumnAmt
Exclusion	$296,381	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,760,645	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,724,951	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$35,694	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,694	TotalRevenueColumnAmt
Exclusion	$35,694	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$380,123	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$332,075	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$300	TotalAmt
Program Services	$300	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$255,650	TotalAmt
Program Services	$255,650	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$9,615	TotalAmt
Program Services	$4,807	ProgramServicesAmt
Management And General	$2,404	ManagementAndGeneralAmt
Fundraising	$2,404	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$56,568	TotalAmt
Program Services	$28,284	ProgramServicesAmt
Management And General	$14,142	ManagementAndGeneralAmt
Fundraising	$14,142	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,063	TotalAmt
Program Services	$2,531	ProgramServicesAmt
Management And General	$1,266	ManagementAndGeneralAmt
Fundraising	$1,266	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,986	TotalAmt
Management And General	$4,986	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,300	TotalAmt
Management And General	$33,300	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$82,417	TotalAmt
Management And General	$82,417	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,077	TotalAmt
Program Services	$4,457	ProgramServicesAmt
Management And General	$4,793	ManagementAndGeneralAmt
Fundraising	$1,827	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$65,386	TotalAmt
Program Services	$32,693	ProgramServicesAmt
Management And General	$16,347	ManagementAndGeneralAmt
Fundraising	$16,346	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$508	TotalAmt
Management And General	$508	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$300	TotalAmt
Management And General	$300	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$432	TotalAmt
Management And General	$432	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,749	TotalAmt
Management And General	$6,749	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
FILING FEE	$775	$775
FOREIGN TAXES	$689	$689

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$533,815	TotalAmt
Program Services	$328,722	ProgramServicesAmt
Management And General	$169,108	ManagementAndGeneralAmt
Fundraising	$35,985	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$211,112	BOYAmt
EOY	$399,747	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,112,035	BOYAmt
EOY	$2,361,699	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,179	BOYAmt
EOY	$7,450	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$8,783	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,171	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,044	BOYAmt
EOY	$612	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$9,904,998	BOYAmt
EOY	$10,998,507	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,361	BOYAmt
EOY	$71,478	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,242,729	BOYAmt
EOY	$13,839,493	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$26,400	BOYAmt
EOY	$27,600	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,549	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$48,833	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$26,400	BOYAmt
EOY	$77,982	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	$11,361,024	BOYAmt
EOY	$12,811,353	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$855,305	BOYAmt
EOY	$950,158	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,216,329	BOYAmt
EOY	$13,761,511	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,242,729	BOYAmt
EOY	$13,839,493	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$153,692	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,698,874	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$44,790	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$123,925	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,854	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,398	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,048	CurrentTaxYearAmt
Total	$305,015	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,790	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$123,925	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,854	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,398	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,048	CurrentTaxYearAmt
Total	$305,015	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$55,654	SubstantialContributorsTotAmt
Public Support Total170	$249,361	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$225,306	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$194,200	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$206,740	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$220,141	CurrentTaxYearMinus1YearAmt
Current Tax Year	$296,381	CurrentTaxYearAmt
Total	$1,142,768	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,447,783	TotalSupportAmt
Public Support CY170	0.17220	PublicSupportCY170Pct
Public Support PY170	0.18310	PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CY	Yes (X)	TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances Test	PHYSICIANS' HOME HAS DEPENDED ON PUBLIC SUPPORT FROM BOTH THE PHYSICIAN AND NON-PHYSICIAN COMMUNITIES THROUGHOUT ITS LONG HISTORY. THE ORGANIZATION MAINTAINS AN ONGOING PROGRAM TO OBTAIN PUBLIC SUPPORT WHICH CENTERS ON AN ANNUAL FUNDRAISING APPEAL TO PREVIOUS DONORS. AT INTERVALS AN APPEAL IS SENT TO ALL NEW YORK STATE PHYSICIANS, NUMBERING OVER 70, 000. ALSO, MANY OF THE NEW YORK COUNTY MEDICAL SOCIETIES, WHEN SOLICITING THEIR ANNUAL DUES PAYMENT FROM MEMBER PHYSICIANS, ENCOURAGE THE DOCTORS TO ADD AN ADDITIONAL AMOUNT FOR PHYSICIANS' HOME - WHICH THE MEDICAL SOCIETY THEN FORWARDS TO US. DURING THE YEAR ENDED SEPTEMBER 30, 2023, PHYSICIANS' HOME RECEIVED 295 DONATIONS, LARGE AND SMALL IN AMOUNT, MOSTLY FROM INDIVIDUAL CONTRIBUTORS.IN 2023, PHYSICIANS' HOME WAS WORKING ON ITS DONOR'S JOURNAL, FOR DISTRIBUTION AT A DONOR EVENT IN EARLY FISCAL YEAR 2024. THE JOURNAL WAS DISTRIBUTED AT THE EVENT PHYSICIANS' HOME HELD FOR DONORS IN NOVEMBER 2023. THE DONOR'S JOURNAL PROVIDES CONTRIBUTORS THE OPPORTUNITY TO EXPRESS MESSAGES OF SUPPORT ALONG WITH THEIR DONATION. THE JOURNAL, WHILE REQUIRING MUCH EFFORT, IS AN IMPORTANT PART OF OUR FUNDRAISING PLAN.ONLINE DONATION IS FACILITATED BY THE TRANSACTION PAGES ON OUR WEBSITE DONOR SECTION WHICH IS SPECIFICALLY DESIGNED FOR A CHARITABLE NON-PROFIT ORGANIZATION. WE ALSO CONTINUE TO COLLECT CONTRIBUTOR EMAIL ADDRESSES FOR A DATABASE, SO THAT WE CAN INTERACT WITH MOST CONTRIBUTORS BY EMAIL.THE ORGANIZATION'S INVESTMENT PORTFOLIO HAS BEEN BUILT UP OVER THE YEARS AS A RESULT OF ONGOING GENEROSITY OF BOTH THE PHYSICIAN AND NON-PHYSICIAN COMMUNITIES. DONATIONS HAVE INCLUDED OVER ONE HUNDRED ESTATE BEQUESTS SINCE THE ORGANIZATION'S FOUNDING IN 1919.THE ADMINISTRATIVE OFFICE IS STAFFED DAILY, RESPONDING TO INQUIRIES FROM INDIVIDUALS SEEKING HELP, AS WELL AS GIVING CLOSE ATTENTION TO THE DETAILS REQUIRED TO PROCESS DONATIONS. ASSISTANCE PAYMENTS ARE MADE FROM THE OFFICE TO BENEFICIARIES ON A MONTHLY BASIS; A DIRECT DEPOSIT OPTION IS AVAILABLE TO BENEFICIARIES WHO WISH TO GO THAT ROUTE. ON OCCASION, ADDITIONAL ASSISTANCE MAY BE PROVIDED SHOULD AN URGENT BENEFICIARY SITUATION ARISE.PHYSICIANS' HOME HOLDS EXECUTIVE COMMITTEE MEETINGS, TO REVIEW BENEFICIARY CIRCUMSTANCES, AT A REGULAR INTERVAL. WE CONTINUE TO OFFER MEMBERS THE OPTION OF VIRTUAL ATTENDANCE, WHICH WAS FIRST INITIATED DURING THE COVID SITUATION. OUR GOVERNING BODY CONSISTS OF PRACTICING AND RETIRED PHYSICIANS, AS WELL AS OTHERS DEDICATED TO THE MISSION OF PHYSICIANS' HOME. THEY PROVIDE DIVERSE POINTS OF VIEW REGARDING MATTERS BEFORE THE ORGANIZATION, AND ALL LOOK WITH ENTHUSIASM AS WE CONTINUE OUR SECOND CENTURY OF CHARITABLE WORK.	FactsAndCircumstancesTestTxt

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$855,305	BeginningYearBalanceAmt
Investment Earnings Or Losses	$122,353	InvestmentEarningsOrLossesAmt
Other Expenditures	$27,500	OtherExpendituresAmt
End Year Balance	$950,158	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$987,901	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$112,243	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,353	OtherExpendituresAmt
End Year Balance	$855,305	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$829,789	BeginningYearBalanceAmt
Investment Earnings Or Losses	$179,577	InvestmentEarningsOrLossesAmt
Other Expenditures	$21,465	OtherExpendituresAmt
End Year Balance	$987,901	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$810,202	BeginningYearBalanceAmt
Investment Earnings Or Losses	$39,716	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,129	OtherExpendituresAmt
End Year Balance	$829,789	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$799,843	BeginningYearBalanceAmt
Investment Earnings Or Losses	$32,840	InvestmentEarningsOrLossesAmt
Other Expenditures	$22,481	OtherExpendituresAmt
End Year Balance	$810,202	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.20683	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.79317	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,818	OtherCostOrOtherBasisAmt
Depreciation	$3,206	DepreciationAmt
Book Value	$612	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,965	OtherCostOrOtherBasisAmt
Depreciation	$4,965	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$612	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITY	Desc
Amt	$48,833	Amt

Field	Value	IRS element (for citing)
Total Liability	$48,833	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,995,891	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,698,874	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$1,698,874	RevenueNotReportedAmt
Revenue Subtotal	$297,017	RevenueSubtotalAmt
Investment Expenses Not Incld	$82,417	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$689	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$83,106	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$380,123	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$450,709	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$450,709	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$82,417	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$689	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$83,106	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$533,815	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION'S RETURNS FOR ALL YEARS SINCE FISCAL 2020 REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	FOREIGN TAXES REPORTED ON PART IX 689.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	FOREIGN TAXES REPORTED ON PART IX 689.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FINANCIAL ASSISTANCE	GrantTypeTxt
Recipient	21	RecipientCnt
Cash Grant	$255,650	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR MONITORING THE USE OF THE GRANT FUNDS FOR THEIR INTENDED PURPOSES. THE EXECUTIVE COMMITTEE, ALONG WITH BOARD MEMBERS ON A ROTATING BASIS, HAS THE RESPONSIBILITY OF MONITORING THE APPROPRIATE DISTRIBUTION OF FUNDS TO BENEFICIARIES. THE COMMITTEE REVIEWS BENEFICIARIES AT A MINIMUM OF ONCE PER YEAR, AND OFTEN MORE FREQUENTLY, AND THIS INCLUDES INFORMATION PROVIDED THROUGH SOCIAL SERVICE INTERVIEWS AND THIRD-PARTY ORGANIZATIONS WHO MAY BE INVOLVED IN THE BENEFICIARY CIRCUMSTANCES. SOME BENEFICIARIES ARE ASKED FOR DETAILED DOCUMENTATION OF THEIR STATED EXPENSES, WHICH IS THEN COMPARED TO THE AMOUNT AWARDED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	PHYSICIANS' HOME HAS TWO CLASSES OF MEMBERSHIP, CONTRIBUTING MEMBERS AND ADMINISTRATIVE MEMBERS. CONTRIBUTORS OF $25 OR MORE TO THE ORGANIZATION ARE CONTRIBUTING MEMBERS FOR THAT FISCAL YEAR. DIRECTORS, TRUSTEES, AND OFFICERS ARE ADMINISTRATIVE MEMBERS. BOTH CLASSES OF MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS, WHICH ARE ELECTED ANNUALLY BY A MAJORITY VOTE OF ALL MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A	CONTRIBUTING MEMBERS AND ADMINISTRATIVE MEMBERS ARE EACH ENTITLED TO ONE VOTE, IN PERSON OR BY PROXY, TO ELECT THE BOARD OF DIRECTORS, AND ON ANY OTHER MATTER AS DETERMINED BY THE BOARD OF DIRECTORS. MATTERS ARE DECIDED BY THE CONCURRING VOTE OF THE MAJORITY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, AND THEN REVIEWED INTERNALLY BY THE ORGANIZATION'S CHAIRMAN OR OTHER DESIGNATED OFFICER AND THE ORGANIZATION'S OUTSIDE CONSULTANT. ONCE THIS IS COMPLETE, A COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO ALL CURRENT BOARD MEMBERS FOR ANY COMMENTS. ANY COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE PHYSICIANS' HOME CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES. THESE PERSONS RECEIVE A STATEMENT OF CONFLICT OF INTEREST POLICY (WHICH ALSO COVERS CONFIDENTIALITY AND WHISTLEBLOWER ACTIVITIES). EACH PERSON SHALL ANNUALLY COMPLETE AND SIGN CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST STATEMENT REQUIRES THAT PERSONS COVERED UNDER THE STATEMENT WILL DISCLOSE TO THE EXECUTIVE COMMITTEE ANY SUCH SITUATION. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED AND DETERMINED BY THE EXECUTIVE COMMITTEE, THE PERSON IS EXPECTED TO RECUSE HIMSELF/HERSELF FROM THE ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION'S PRESIDENT & CEO SERVED UNTIL HIS PASSING IN NOVEMBER 2022, AND THE POSITION WAS NOT REPLACED FOR THE REMAINDER OF THE FISCAL YEAR. THE ORGANIZATION'S VOLUNTEER BOARD OFFICERS HAVE ASSUMED THE MANAGEMENT DUTIES OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19	THE FORM 990 IS AVAILABLE UPON REQUEST AND IS POSTED ON GUIDESTAR.ORG AND SIMILAR TYPES OF WEBSITES. THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BYLAWS ARE AVAILABLE UPON REQUEST.