2017-05-15T09:31:21-07:00 2016-06-30 Grant Thornton LLP 757 Third Ave 4th floor New York NY 100172013 990 2015-07-01 237013149 Phoenix House Foundation Inc PHOE 6465052025 50 Jay Street Brooklyn NY 11201 Robert E Wilson SVP, CFO 2017-05-15 true P01270238 2125429609 2015 2021-01-29 14:40:06Z Ann Bray 50 Jay Street Brooklyn NY 11201 47896323 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. 27 27 144 38 0 2087516 1169171 4733920 675445 2610871 37062689 3122490 2315189 12554797 41222494 7000000 0 13510337 8492515 0 579988 768853 2920048 14279190 18412563 -1724393 22809931 38790587 64612968 19525675 21077775 19264912 43535193 X We are passionate about healing individuals, families and communities challenged by substance use disorders and related mental health conditions. false true 12487825 7000000 Program Support Services:Phoenix House Foundation provides administrative services to its operating affiliates in ten states. These services enable Phoenix House Foundation together with its affiliates to achieve its mission results by operating over 130 programs across ten states plus the District of Columbia, serving more than 19,000 men, women and adolescents, safeguarding youth, strengthening families and enabling those trapped in dependency to confront addiction and to achieve and sustain recovery. These expenses are associated with support services for treatment, healthcare, educational and research activities. 874495 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, as Parent of ten operating companies, 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 742 residents were provided with residential care and treatment at these facilities. 572904 571517 Healthcare Services:Health, medical and dental care are provided by Phoenix House as part of our overall rehabilitative services. Health screenings and physical examinations are performed by a dedicated staff of nurses, physicians, psychologists, dentists and health care consultants during the admission process. In addition, there is ongoing monitoring of each resident's health to determine appropriate interventions and treatment as needed.Phoenix House Foundation, through its New York affiliate, operates four medical and three dental clinics as well as one mobile dental unit. These healthcare expenses are associated with providing primary medical and dental care treatment to approximately 742 clients across New York State. 187071 103928 14122295 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 false true true true false false true 69 0 true 144 true false false false false false false true true false 0 false false false false false false false false false false X 27 27 true false false false false false false 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/Co-CEO 1.00 0.00 X X 0 0 0 Barbara A Yastine Vice Chairwoman 1.00 0.00 X X 0 0 0 Rose Marie Bravo CBE Director 1.00 0.00 X 0 0 0 Wole C Coaxum Director 1.00 0.00 X 0 0 0 Robin Norman Depaoli Director 1.00 0.00 X 0 0 0 Frank Doroff Director 1.00 0.00 X 0 0 0 Hill A Feinberg Director 1.00 0.00 X 0 0 0 Eric J Friedman Director 1.00 0.00 X 0 0 0 James E Bolin Director 1.00 0.00 X 0 0 0 Cheryl G Healton DrPH Director 1.00 0.00 X 0 0 0 Charles A Heimbold Jr Director 1.00 0.00 X 0 0 0 Brendan L Hoffman Director 1.00 0.00 X 0 0 0 Nancy Hoving Director 1.00 0.00 X 0 0 0 Robert M Howe Director 1.00 0.00 X 0 0 0 Lou Mercado Director 1.00 0.00 X 0 0 0 Laurence C Leeds Jr Director 1.00 0.00 X 0 0 0 Kenneth B Marlin Director 1.00 0.00 X 0 0 0 Edward D Miller Director 1.00 0.00 X 0 0 0 Timothy J Noonan Director 1.00 0.00 X 0 0 0 Sandra S Pershing Director 1.00 0.00 X 0 0 0 Lynn Carter Director 1.00 0.00 X 0 0 0 Richard L Plepler Director 1.00 0.00 X 0 0 0 Ernest H Pomerantz Director 1.00 0.00 X 0 0 0 William D Rifkin Director 1.00 0.00 X 0 0 0 Andrew Rosen Director 1.00 0.00 X 0 0 0 Shirley Lord Rosenthal Director 1.00 0.00 X 0 0 0 Sheri L Sweitzer Director 1.00 0.00 X 0 0 0 Burton M Tansky Director 1.00 0.00 X 0 0 0 Annette Tapert Director 1.00 0.00 X 0 0 0 Byron R Wien Director 1.00 0.00 X 0 0 0 George A Kellner Director 1.00 0.00 X 0 0 0 Sandra Murman Director 1.00 0.00 X 0 0 0 Marc Metrick Director 1.00 0.00 X 0 0 0 Stephanie Shuman Director 1.00 0.00 X 0 0 0 Francis Barron Director 1.00 0.00 X 0 0 0 Bruce McLeod Director 1.00 0.00 X 0 0 0 W Christopher White Co-Interim CEO 12.00 0.00 X X 0 0 0 Byron S Calamese Vice President 40.00 0.00 X 0 0 0 Michael D Berkowitz SVP, Director 40.00 0.00 X 303447 0 18542 Jeffery Mott Vice President 40.00 0.00 X 146004 0 7434 John Pierce Vice President 20.00 30.00 X 211827 0 20600 Heather Wexell Vice President 40.00 0.00 X 121813 0 9391 Benjamin Nordstrom ClinicalOfficer 40.00 0.00 X 71828 0 61 Robert E Wilson SVP, CFO 20.00 30.00 X 0 0 0 Heidi Goldstein SVP, Gen Counse 40.00 0.00 X 0 0 0 Ann Bray President & CEO 20.00 30.00 X 83900 0 0 John Diehl SVP, Gen Couns 20.00 30.00 X 285078 0 21881 Michael Hailye Vice 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43271 43271 18412563 Part IV, Line 2b: Explanation of escrow account liability Agency funds consist principally of amounts received from government agencies, clients and others attributable and payable to specific individuals in both Phoenix House Foundation and its New York Affiliate's programs. Unexpended funds are to be returned to the respective agencies, clients or grantors. Part V, Line 4: Intended uses of the endowment fund. Phoenix House Foundation adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. This policy permits the use of 5.5% annually of the average endowment investment portfolio's fair value based on its total return over the previous 20 quarters. Part X : FIN48 Footnote Guidance in the area of Accounting for Uncertainty in Income Taxes under the Financial Accounting Standards Board (FASB) Accounting Standards Codification clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This standard provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is more-likely-than-not to be sustained if the position were to be challenged by a taxing authority. The standard also provides guidance on measurement, classification, interest and penalties, and disclosure. The adoption of this standard by PHF&A has not had an impact on the accompanying consolidated financial statements. The tax years ended 2013, 2014, 2015 and 2016 are still open to audit for both federal and state purposes. PHF&A has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and, to identify and evaluate other matters that may be considered tax positions.Part X- Other LiabilitiesConditional Assets pursuant to FASB 143 Retirement Obligation. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Admin. Costs Allocated to Affiliates $8042852 Change in int of net assets of affiliate $-92156 Contrib received in assumption of PHDF $2142062 Loss on write-down of property $0 Part XII, Line 2d: Other expenses and losses per audited F/S Admin. Costs paid by Affiliates $8042852 false Fashion Award Event 560869 405462 155407 129707 25700 560869 405462 155407 129707 25700 155407 true Phoenix Houses of New York 50 Jay Street Brooklyn NY 11201 133020608 6600000 0 Support SA prevention & treatment Phoenix Houses of Texas 2351 W Northwest Highway Dallas TX 75220 133810073 400000 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. true true X X X X X true false false false false false false false false false Amy Singer Sr.Vice Pres. 254982 20083 20308 9318 304691 Andrew J Kolodny Chief Medical 410119 33919 8615 11067 463720 Blaine Atkins Director IT Applic 141216 724 7006 1755 150701 Daniel E Koblentz MD Medical Director 234200 10272 244472 Howard Meitiner Former President, PHF 28853 626801 655654 Irene Posio Vice President 156635 7606 6738 20889 191868 Jeffery Mott Vice President 137144 8860 3998 3436 153438 Jill Nevins Vice President 226270 15127 6663 11000 259060 John Diehl SVP, Gen Couns 251415 33663 18000 3881 306959 John Pierce Vice President 195932 15895 5971 14629 232427 Karen Sodomich Former Vice President 103432 16512 9138 3994 133076 Kevin Kirchoff Sr. Vice Pres. 299195 64909 20423 11057 395584 Mark G White Former Assistant Secretary 152136 6763 7869 6719 173487 Michael D Berkowitz SVP, Director 281661 21786 6663 11879 321989 Michael Hailye Vice President 164710 13198 10915 16534 205357 Mitchell S Rosenthal Rosenthal Center Director 261989 33458 19577 17855 332879 Steven l Margolies Medical Director 175801 5389 6269 10363 197822 Tyler n Grosso Dental Director 147531 136 14261 22950 184878 Part III, Additional Information Termination dates for directors terminated during the tax year:Charles A. Heimbold 12/13/2015Brendan Hoffman 10/ 1/2015Nancy Hoving 12/31/2015Lou Mercado 9/25/2015Richard Plepler 10/21/2015Shirley Rosenthal 12/31/2015Annette Tapert 12/31/2015W. Chris White 2/23/2016Byron Wien 9/ 8/2015Ken Marlin 6/22/2016 Termination dates for officers terminated during the tax year:John Diehl 12/ 4/2015 Kevin T. Kirchoff 12/31/2015Amy E. Singer 12/31/2015Michael Hailye 10/ 2/2015 Irene Posio 2/19/2016John Pierce 4/22/2016Termination dates for the highest compensated employees who terminated during the tax year:Steven L. Margolies 4/25/2016Tyler N. Grosso 4/15/2016Election date for officer elected during the tax year:Ann Bray 7/ 1/2015 (note Schedule J salary represents six months of compensation) Heidi B. Goldstein 12/ 7/2015 (note no calendar year 2015 compensation)Robert E. Wilson 5/ 2/2016 (note no calendar year 2015 compensation)Byron S. Calamese 3/21/2016 (note no calendar year 2015 compensation)Employment contract with Severance Provision:The Former CEO of Phoenix House Foundation Howard Meitiner had an employment contract which included a provision on severance in the amount of one year salary and the payment of medical/dental premiums required to continue coverage under COBRA for one year. Severance amounting to $590,000 was paid during the 2015 calender year.In addition three other officers Michael Moreland, Kevin Kirchoff, and Keith Gordon received severance payments of $59,583, $45,385 and $9,615, respectively. All payments were subject to all applicable withholding and reporting requirements under the law, including but not limited to federal, state, and local tax laws and regulations. Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services The Foundation discontinued Healthcare Services during fiscal year 2016 as license agreements were transferred to related organization. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Ambulatory Treatment Services:Both intensive and standard outpatient programs at Phoenix House combine case management with substance abuse treatment that includes individual, group, and family counseling, relapse prevention, and research proven practices that address such specific client needs as anger management, post traumatic stress disorder, and life skills training. Programs may also offer educational and vocational guidance and job placement.Outpatient treatment is also available for substance-abusing clients with co-occurring medical and/or psychiatric conditions. These also provide counseling and relapse prevention as well as community-based referrals for educational and vocational services, job placement, psychiatric care and family support.Outpatient programs for adolescents, engage both children and their families. There, teens take part in the after-school program from one day to five days a week, engaging in individual and group therapy, psycho-educational groups, and pro-social activities. Outpatient services also include the intervention programs we operate in conjunction with drug courts. These are expenses associated with providing outpatient care treatment to appoximately 280 clients. OTHER PROGRAM SERVICES 5: Preventive and Education Services:There is a wide array of Phoenix House prevention and education programs, ranging from outreach to intervention. Phoenix House Foundation, as the Parent organization, has costs associated with its veterans program. Phoenix House is currently developing services to help veterans, active duty personnel and family members who are trying to cope with substance abuse problems, co-occurring disorders and post-traumatic stress disorder (PTSD). These efforts have centered in its New York and New England regions thus far. Over time, Phoenix House's goal is to expand these kinds of services to all of its regions.Phoenix House has been collaborating with leading veteran agencies, PTSD treatment experts and other innovators in the field to ensure that its veterans program and related services provide thoughtful and effective care. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Mark G. White and W. Christopher White, former officer and current director of Phoenix House Foundation, respectively, have a family relationship. Form 990, Part VI, Line 11b: Form 990 Review Process Phoenix House Finance and Accounting staff prepare the 990, which is reviewed by the Corporate Controller, Chief Financial Officer, General Counsel and Grant Thornton, LLP. The completed return is distributed to the organization's Board of Directors.The Chief Financial Officer signs the return, and then it is e-filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts On an annual basis all officers and directors are required to complete a conflict of interest questionnaire. The board of directors (or committee thereof) directly reviews all transactions presenting any potential conflict of interest, or the appearance thereof, and enforces the policy by approving such transactions only if they do not present a conflict or are independently determined to be fair, reasonable, and in the best interests of the organization.Any director or officer with an interest in the transaction at issue may not participate in or attempt to influence the boards (or committees) deliberations or decision. Prior to entering into such a transaction, the board (or committee) also considers alternative transactions to the extent available. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The compensation of the CEO is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof), and recorded in minutes. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The compensation of officers is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof), and recorded in minutes. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available This organization includes its financial results in the PHF and Affiliates Consolidated Financial Statements, which are made available to the public. Other corporate documents are available only at the discretion of management unless required by law. Other Changes In Net Assets Or Fund Balances - Other Decreases Change in ben. interest of net assets of affiliate = -$92156 Other Changes In Net Assets Or Fund Balances - Other Increases Contrib received in assumption of assets & liab of PHDF = $2142062 Phoenix Houses of New York Inc 50 Jay Street Brooklyn NY 11201 133020608 Substance abuse treatment and prevention. NY 501(c)(3) 7 PHF true Phoenix Houses of Long Island Inc PO Box 3001 Brentwood NY 117013001 112307925 Substance abuse treatment and prevention NY 501(c)(3) 7 PHNY true Center on Addiction and the Family Inc 50 Jay Street Brooklyn NY 11201 133132463 Substance abuse treatment and prevention NY 501(c)(3) 7 PHF true Phoenix Houses of Texas Inc 2345 Reagan Street Dallas TX 752193225 133810073 Substance abuse treatment and prevention TX 501(c)(3) 7 PHF true Phoenix Programs of Florida Inc 510 Vonderburg Drive 301 Brandon FL 33511 593172948 Substance abuse treatment and prevention FL 501(c)(3) 7 PHF true Phoenix Houses of California Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 943015376 Substance abuse treatment and prevention CA 501(c)(3) 7 PHF true Phoenix House Orange County Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 222268070 Substance abuse treatment and prevention CA 501(c)(3) 7 PHC true Phoenix Houses of Los Angeles Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 237084897 Substance abuse treatment and prevention CA 501(c)(3) 7 PHC true Phoenix House San Diego Inc 11600 Eldridge Avenue Lake View Terrace CA 913426506 954092861 Substance abuse treatment and prevention CA 501(c)(3) 7 PHC true Phoenix Houses of New England Inc 99 Wayland Ave 100 Providence RI 029064313 050315625 Substance abuse treatment and prevention RI 501(c)(3) 7 PHF true The American Council for Drug Education 50 Jay Street Brooklyn NY 11201 132904583 Substance abuse treatment and prevention NY 501(c)(3) 7 PHF true Phoenix Houses of New Jersey Inc 50 Jay Street Brooklyn NY 11201 237409564 Substance abuse treatment and prevention NJ 501(c)(3) 7 PHF true Phoenix Houses of the Mid-Atlantic Inc 521 N Quincy Street Arlington VA 22203 540805530 Substance abuse treatment and prevention. VA 501(c)(3) 7 PHF true Phoenix House Mid-Atlantic PropMgt 521 N Quincy Street Arlington VA 22203 541835296 Strategic Planning and Management services. VA 501(c)(3) 11-III FI PHMA true Phoenix House Development Fund Inc 50 Jay Street Brooklyn NY 11201 133020609 Provides financial support to Phoenix Ho NY 501(c)(3) 7 NA false true true true true true false false false false true false true false true true true true false true Phoenix Houses of New York Inc a 734289 Cost Phoenix Houses of New York Inc b 6600000 Cost Phoenix Houses of New York Inc p 209417 Cost Phoenix Houses of New York Inc q 5798452 Cost Phoenix Houses of New York Inc s 612486 Cost Phoenix Houses of Long Island Inc d 1898730 Fair Value Phoenix Houses of Texas Inc a 123369 Cost Phoenix Houses of Texas Inc b 400000 Cost Phoenix Houses of Texas Inc d 151887 Fair Value Phoenix Houses of Texas Inc p 231000 Cost Phoenix Houses of Texas Inc q 552200 Cost Phoenix Programs of Florida Inc e 700000 Fair Value Phoenix Programs of Florida Inc p 172000 Cost Phoenix Programs of Florida Inc q 306800 Cost Phoenix Houses of California Inc d 654916 Fair Value Phoenix Houses of California Inc p 1141000 Cost Phoenix Houses of California Inc q 2195200 Cost Phoenix Houses of Los Angeles Inc d 111688 Fair Value Phoenix Houses of New England Inc p 619000 Cost Phoenix Houses of New England Inc q 1138200 Cost Phoenix Houses of the Mid-Atlantic Inc q 215000 Cost