2018-05-15T10:51:44-07:00 2017-06-30 Grant Thornton LLP 757 Third Avenue 4th floor New York NY 10017 990 2016-07-01 237013149 Phoenix House Foundation Inc PHOE 6465052025 50 Jay Street Brooklyn NY 11201 Benjamin R Nordstrom MD PhD President & CEO 2018-05-15 true Rebecca Zecha P00648970 2125990100 2016 2022-09-23 18:48:47Z Ann Bray 50 Jay Street Brooklyn NY 11201 4530787 false false X www.phoenixhouse.org X 1968 NY We are passionate about healing individuals, families and communities challenged by substance use disorders and related mental health conditions. 3 3 112 20 0 1169171 1296733 675445 0 37062689 553267 2315189 1070578 41222494 2920578 7000000 8825000 0 8492515 8220214 0 464779 2920048 -332328 18412563 16712886 22809931 -13792308 64612968 63225656 21077775 33215572 43535193 30010084 We are passionate about healing individuals, families and communities challenged by substance use disorders and related mental health conditions. false false 11879253 8825000 Program Support Services:Phoenix House Foundation provides administrative services to its operating affiliates in ten states. These services enable Phoenix House Foundation together with its affiliates to achieve its mission results by operating approximately 114 treatment programs across ten states plus the District of Columbia, serving more than 13,000 men, women and adolescents, safeguarding youth, strengthening families and enabling those trapped in dependency to confront addiction and to achieve and sustain recovery. These expenses are associated with support services for treatment, healthcare, educational and research activities. 651647 Residential Treatment Services:Residential treatment of various duration at Phoenix House provides a route to recovery through individual and group counseling, relapse prevention and vocational training. In addition to counseling, residential programs offer life skill training along with education and job training to help residents prepare for self-sufficient, drug-free lives with purpose and dignity.Phoenix House Foundation provides and allocates administrative costs for its affiliates. These residential expenses represent certain costs associated with the facilities used by its New York operating entity. Approximately 846 residents were provided with residential care and treatment at these facilities. 61405 Preventive and Education Services:There is a wide array of Phoenix House prevention and education programs, ranging from outreach to intervention. Phoenix House is currently developing services to help veterans, active duty personnel and family members who are trying to cope with substance abuse problems, co-occurring disorders and post-traumatic stress disorder (PTSD). These efforts have centered in its New York and New England regions thus far. Over time, Phoenix House's goal is to expand these kinds of services to all of its regions.Phoenix House has been collaborating with leading veteran agencies, PTSD treatment experts and other innovators in the field to ensure that its veterans program and related services provide thoughtful and effective care. 12592305 true true false true false false false false true true true false false true true true false true false false false false false false true false false true false true false false false false false false false false false false false false false false false true true true true false false true 74 0 true 112 true false false false false false false true true false 0 false false false false false false false false false false X 3 3 false false true false true true true true true false true true true true true true true true true true false CA CT FL MA MD NC NJ NY X Anthony Marotta 6465052025 50 Jay Street Brooklyn NY 11201 Thomas Jasper Chairman 1.00 0.00 X X 0 0 0 Robert M Howe Director 1.00 0.00 X 0 0 0 Edward D Miller Director 1.00 0.00 X 0 0 0 Coleen M McGrath Vice President 40.00 0.00 X 130245 0 3801 Andrew J Kolodny Chief Medical 40.00 0.00 X 232284 0 20773 Byron S Calamese Vice President 40.00 0.00 X 200687 0 2822 Jill Nevins Vice President 40.00 0.00 X 225670 0 19825 Jeffrey Mott Vice President 40.00 0.00 X 149328 0 10751 Michael D Berkowitz SVP, Director 40.00 0.00 X 312737 0 22139 Heather Wexell Vice President 40.00 0.00 X 126391 0 15737 Benjamin R Nordstrom MD PhD President & CEO 40.00 0.00 X 219581 0 4642 Robert E Wilson SVP, CFO 20.00 30.00 X 259022 0 2866 Heidi Goldstein SVP,Gen Counsel 40.00 0.00 X 295770 0 18152 Ann Bray President & CEO 20.00 30.00 X 614770 0 4425 Blaine Atkins Director IT Applic 40.00 0.00 X 145913 0 19715 Hema Vakaharia National Director 40.00 0.00 X 134593 0 8811 Philip Fei Payroll HR Dir. 40.00 0.00 X 102532 0 13866 Richard Dalton Asst. Controller 40.00 0.00 X 104411 0 5099 Louis Forte Benefits Director 40.00 0.00 X 105159 0 25305 Mark G White Former Assistant Secretary 0.00 40.00 X 0 153450 16386 3359093 153450 215115 17 true true false ADP LLC One ADP Drive MS-100 Augusta GA 30909 Payroll Service 1016843 Grant Thornton LLP 757 Third Ave 4th Floor New York NY 10017 Auditing 655094 PMCM LLC 110 Commons Court Chadds Ford PA 19317 Consulting 262513 Onbrands24 Inc 100 Cummings Center Suite 306L Beverly MA 01915 National Call Center 233010 Nixon Peabody LLP 437 Madison Ave Fl 23 New York NY 10022 Legal 223892 9 833723 463010 1889 1296733 0 50294 50294 0 0 202500 202500 202500 202500 840833 1129896 785170 682586 55663 447310 502973 502973 142453 833723 142453 0 0 0 Communication cost recov 624100 776785 776785 Misc & other recov affil 624100 91293 91293 868078 2920578 1623845 8825000 8825000 0 0 0 3387516 3257346 130170 0 3765222 124552 3585049 55621 83693 3555 79405 733 522197 10182 502827 9188 461586 11045 442328 8213 1836158 23825 1631788 180545 216170 216170 33768 33768 0 0 79853 79853 531025 268 530757 344046 334046 10000 302626 5842 249996 46788 477732 476820 912 0 198482 198482 207655 2490 205047 118 0 121820 430 107341 14049 527366 527366 2163000 2163000 1879123 1421021 458102 90775 90775 Forgiveness of affiliate debt 539573 539573 Chargebacks to Affil and Other 286095 1095 276558 8442 Support Services 41405 41405 Admin cost allocated to affil -10209000 -10209000 0 16712886 12592305 3655802 464779 845 727 39492981 24994870 32100 100000 1800 0 0 0 0 936666 2069464 46050788 25700201 8868161 20350587 2931330 3485045 0 0 0 12350885 12223163 64612968 63225656 1999113 4309097 143866 41905 10000000 25000000 5000000 3934796 3864570 21077775 33215572 X 37480632 24641189 2062823 1852157 3991738 3516738 43535193 30010084 64612968 63225656 X -13792308 501248 317121 -551170 X false true X true true true X 3212036 2837620 2087516 1169171 1296733 10603076 0 0 3212036 2837620 2087516 1169171 1296733 10603076 104955 10498121 1018294 1029441 916687 836916 252794 4054132 0 2555739 2219452 2573034 1736307 1010531 10095063 24752271 16855377 0.42410 0.42060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 29105 29105 16633033 126631675 16633033 126660780 981652 1000000 245413 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 88115 88732 63505 29105 269457 250000 250000 500000 250000 1250000 1875000 false true X 4047878 587348 823287 3811939 3837368 2421363 -147658 2063195 4047878 4257545 -157777 262400 3837368 4063708 696730 502893 4257545 3708157 10493 564754 219696 4063708 0.99000 0.01000 false false false 754428 754428 2538595 2538595 24366294 7862040 16504254 18293357 15201452 3091905 98114 98114 20350587 Asset Held for Sale 6000000 Due from affiliates advances from parent 6221975 Other 1188 12223163 Cond Asset purs FASB 143 Asset Retir Obl 3164570 Notes payable due to Affiliate 700000 3864570 X 11234009 501248 397206 7494830 8393284 2840725 79853 79853 2920578 24759118 80085 8046000 8126085 16633033 79853 79853 16712886 Part IV, Line 2b: Explanation of escrow account liability Agency funds consist principally of amounts received from government agencies, clients and others attributable and payable to specific individuals in both Phoenix House Foundation and its New York Affiliate's programs. Unexpended funds are to be returned to the respective agencies, clients or grantors. Part V, Line 4: Intended uses of the endowment fund. Phoenix House Foundation adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. This policy permits the use of 5.5% annually of the average endowment investment portfolio's fair value based on its total return over the previous 20 quarters. Part X : FIN48 Footnote Phoenix House Foundation, Inc. financial information is reported in the consolidated financial statements of its parent, Phoenix House. The following FIN 48 footnote is from the Phoenix House and Affiliates ("PH&A") consolidated financial statements.PH&A follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged.PH&A is exempt from federal income tax under IRC section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. PH&A has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions, for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. PH&A has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements.Part X- Other LiabilitiesConditional Asset Retirement Obligations are legal obligations associated with the retirement of long-lived assets. These include costs associated with the eventual remediation and abatement of asbestos utilized within the construction of certain of its facilities, and were initially recorded at fair value along with the related assets by the same amount as the liability. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Admin. Costs Allocated to Affiliates $8046000 Change in int of net assets of affiliate $-551170 Part XII, Line 2d: Other expenses and losses per audited F/S Admin. Costs paid by Affiliates $8046000 false Fashion Award Event 976176 833723 142453 110278 32175 976176 833723 142453 110278 32175 142453 true Phoenix Houses of Long Island PO Box 3001 Brentwood NY 11717 112307925 501(c)(3) 5300000 0 Support SA prevention & treatment Phoenix Houses of New York 50 Jay Street Brooklyn NY 11201 133020608 501(c)(3) 3525000 0 Support SA prevention & treatment 2 0 Grantmaker's Description of How Grants are Used The Foundation granted the funds to its affiliates to support its work providing substance abuse treatment and prevention services. The grantees are required to report residential census and outpatient visit volumes on a monthly basis to the Foundation. In addition, the grantees report monthly financial data showing how the grants were used. X X X X X false false false false false false false false false false Andrew J Kolodny Chief Medical 207219 25065 13390 7383 253057 Ann Bray President & CEO 490000 73500 51270 1979 2446 619195 Benjamin R Nordstrom MD PhD President & CEO 219379 202 2857 1785 224223 Blaine Atkins Director IT Applic 145082 831 9288 10427 165628 Byron S Calamese Vice President 200513 174 2822 203509 Heidi Goldstein SVP,Gen Counsel 264656 31114 18152 313922 Jeffrey Mott Vice President 143538 5790 8793 1958 160079 Jill Nevins Vice President 216517 9153 13344 6481 245495 Mark G White Former Assistant Secretary 146708 6742 9300 7086 169836 Michael D Berkowitz SVP, Director 270208 27500 15029 15900 6239 334876 Robert E Wilson SVP, CFO 213492 45530 2866 261888 Part III, Additional Information Termination dates for officers terminated during the tax year:Jeffrey Mott 3/31/2017Jill Nevins 1/3/2017Andrew Kolodny 10/31/2016 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents On April 11, 2016, a new corporation, named "Phoenix House," was incorporated in the State of Minnesota. Phoenix House is a nonprofit corporation which on September 29, 2017 was granted recognition of its federal tax exempt status as an organization described in Internal Revenue Code 501(C)(3) effective retroactively to its formation on April 11, 2016.As of July 1, 2016, Phoenix House became the sole corporate member of the following affiliated organizations: Phoenix House Foundation, Inc., Phoenix Houses of California, Inc., Phoenix Houses of New York, Inc., Phoenix Houses of New England, Inc., Phoenix Houses of Texas, Inc., Phoenix Programs of Florida, Inc., and Phoenix Houses of the Mid-Atlantic, Inc. Phoenix House Foundation, Inc. remains the sole corporate member of the American Council for Drug Education, Inc., Center on Addiction and the Family, Inc., and Phoenix Houses of New Jersey, Inc. Form 990, Part VI, Line 11b: Form 990 Review Process Phoenix House Finance and Accounting staff prepare the 990, which is reviewed by the Corporate Controller, General Counsel and Grant Thornton, LLP. The completed return is distributed to the organization's Board of Directors.The Chief Executive Officer signs the return, and then it is e-filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts On an annual basis all officers and directors are required to complete a conflict of interest questionnaire. The board of directors (or committee thereof) directly reviews all transactions presenting any potential conflict of interest, or the appearance thereof, and enforces the policy by approving such transactions only if they do not present a conflict or are independently determined to be fair, reasonable, and in the best interests of the organization.Any director or officer with an interest in the transaction at issue may not participate in or attempt to influence the boards (or committees) deliberations or decision. Prior to entering into such a transaction, the board (or committee) also considers alternative transactions to the extent available. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The compensation of the CEO is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof), and recorded in minutes. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The compensation of officers is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof), and recorded in minutes. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available This organization includes its financial results in the Phoenix House and Affiliates Consolidated Financial Statements, which are made available to the public. Other corporate documents are available only at the discretion of management unless required by law. Other Changes In Net Assets Or Fund Balances - Other Decreases Change in ben. interest of net assets of affiliate = -$551170 Phoenix House Riverwalk LLC 50 Jay Street Brooklyn NY 11201 822005918 Real Estate Holding NY 319010 20131941 Phoenix House Foundation Inc Phoenix Houses of New York Inc 50 Jay Street Brooklyn NY 11201 812902832 Substance abuse treatment and prevention. NY 501(c)(3) 7 Phoenix House false Phoenix Houses of Long Island Inc PO Box 3001 Brentwood NY 117013001 112307925 Substance abuse treatment and prevention NY 501(c)(3) 7 PHNY false Center on Addiction and the Family Inc 50 Jay Street Brooklyn NY 11201 133132463 Substance abuse treatment and prevention NY 501(c)(3) 7 PHF true Phoenix Houses of Texas Inc 2345 Reagan Street Dallas TX 752193225 133810073 Substance abuse treatment and prevention TX 501(c)(3) 7 Phoenix House false Phoenix Programs of Florida Inc 510 Vonderburg Drive 301 Brandon FL 33511 593172948 Substance abuse treatment and prevention FL 501(c)(3) 7 Phoenix House false Phoenix Houses of California Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 943015376 Substance abuse treatment and prevention CA 501(c)(3) 7 Phoenix House false Phoenix House Orange County Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 222268070 Substance abuse treatment and prevention CA 501(c)(3) 7 PHC false Phoenix Houses of Los Angeles Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 237084897 Substance abuse treatment and prevention CA 501(c)(3) 7 PHC false Phoenix House San Diego Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 954092861 Substance abuse treatment and prevention CA 501(c)(3) 7 PHC false Phoenix Houses of New England Inc 99 Wayland Ave 100 Providence RI 029064313 050315625 Substance abuse treatment and prevention RI 501(c)(3) 7 Phoenix House false The American Council for Drug Education 50 Jay Street Brooklyn NY 11201 132904583 Substance abuse treatment and prevention NY 501(c)(3) 7 PHF true Phoenix Houses of New Jersey Inc 50 Jay Street Brooklyn NY 11201 237409564 Substance abuse treatment and prevention NJ 501(c)(3) 7 PHF true Phoenix Houses of the Mid-Atlantic Inc 521 N Quincy Street Arlington VA 22203 540805530 Substance abuse treatment and prevention. VA 501(c)(3) 7 Phoenix House false Phoenix House Mid-Atlantic PropMgt 521 N Quincy Street Arlington VA 22203 541835296 Strategic Planning and Management services. VA 501(c)(3) 12-III FI PHMA false Phoenix House 50 Jay Street Brooklyn NY 11201 812902832 Substance abuse treatment and prevention MN 501(c)(3) 10 N/A false true true false true true false false false false true false true false true true true true true true The American Council for Drug Education r 539573 Cost