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PHYSICIANS HOME: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PHYSICIANS HOME (EIN 13-1782482)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-01-30
IRS object ID
201540309349300939
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-30T14:38:55-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131782482EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHYSICIANS HOME INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPHYSBusinessNameControlTxt
Phone2128364318PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 PARK AVENUE 9TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100228632ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH B CLEARY MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128364318PhoneNum
Signature2015-01-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINS CPAPreparerPersonNm
PTINP00543209PTIN
Phone2122862600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH B CLEARY MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 PARK AVENUE 9TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100228632ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,625,671GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PHYSICIANSHOME.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPHYSICIANS' HOME ASSISTS PHYSICIANS WHO FALL ON HARD TIMES AND ARE IN NEED OF FINANCIAL HELP.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$50,578PYContributionsGrantsAmt
CY Contributions Grants$131,801CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$216,707PYInvestmentIncomeAmt
CY Investment Income$168,866CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$267,285PYTotalRevenueAmt
CY Total Revenue$300,667CYTotalRevenueAmt
PY Grants And Similar Paid$311,980PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$268,670CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$71,933PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$46,674CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$51,552CYTotalFundraisingExpenseAmt
PY Other Expenses$153,286PYOtherExpensesAmt
CY Other Expenses$196,056CYOtherExpensesAmt
PY Total Expenses$537,199PYTotalExpensesAmt
CY Total Expenses$511,400CYTotalExpensesAmt
PY Revenues Less Expenses-$269,914PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$210,733CYRevenuesLessExpensesAmt
Total Assets BOY$7,042,368TotalAssetsBOYAmt
Total Assets EOY$7,110,939TotalAssetsEOYAmt
Total Liabilities BOY$130,431TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,026TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,911,937NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,088,913NetAssetsOrFundBalancesEOYAmt
MissionPHYSICIANS' HOME ASSISTS PHYSICIANS WHO FALL ON HARD TIMES AND ARE IN NEED OF FINANCIAL HELP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$304,707ExpenseAmt
Grant$268,670GrantAmt
DescPHYSICIANS' HOME PROVIDES REGULAR FINANCIAL AID TO NEEDY PHYSICIANS OR IMMEDIATE FAMILY MEMBERS OF A DECEASED PHYSICIAN. DURING THE YEAR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATED THE NEEDS OF EACH BENEFICIARY FOR CONTINUED ASSISTANCE. IN ADDITION, EIGHT NEW APPLICATIONS FOR AID WERE REVIEWED AND THREE WERE ACCEPTED. THE ORGANIZATION PROVIDED $268,670 IN DIRECT ASSISTANCE TO 28 PHYSICIANS AND 7 FAMILY MEMBERS DURING THE YEAR.Desc
Total Program Service Expenses$304,707TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH B CLEARY MDBusinessNameLine1
FieldValueIRS element (for citing)
Phone2128364318PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 PARK AVENUE 9TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOSEPH B CLEARY MD
DIRECTOR & PRESIDENT15.00Yes (X)Yes (X)$30,000$0$0
MARTHA REDO EEQ
DIRECTOR & TREASURER1.00Yes (X)Yes (X)$0$0$0
DONALD D FAGER ESQ
DIRECTOR & SECRETARY1.00Yes (X)Yes (X)$0$0$0
ALLEN MEAD MD
DIRECTOR UNTIL NOV 2013 THEN TRUSTEE0.00Yes (X)$0$0$0
ANDREW E SAMA MD
DIRECTOR & 2ND VICE-PRESIDENT0.50Yes (X)Yes (X)$0$0$0
BRUCE C HORTEN MD
DIRECTOR0.20Yes (X)$0$0$0
DAVID S KARAN MD
DIRECTOR & TRUSTEE1.00Yes (X)$0$0$0
JOHN MOORE MD
DIRECTOR0.20Yes (X)$0$0$0
EDWARD J AMSLER ESQ
TRUSTEE0.20Yes (X)$0$0$0
EMILY SONNENBLICK MD
DIRECTOR UNTIL NOVEMBER 20130.00Yes (X)$0$0$0
FAZLOLLAH MOQTADERI MD
DIRECTOR1.00Yes (X)$0$0$0
FRANCIS IACOBELLIS MD
DIRECTOR0.00Yes (X)$0$0$0
FRANK IAQUINTA MD
DIRECTOR0.20Yes (X)$0$0$0
GEORGE DERMKSIAN MD
DIRECTOR0.50Yes (X)$0$0$0
JANET POPE-SULLIVAN
DIRECTOR UNTIL APRIL 20140.20Yes (X)$0$0$0
JOEL ARCHER MD
DIRECTOR & 1ST VICE-PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JOHN A MCCLUNG MD
DIRECTOR0.20Yes (X)$0$0$0
MARY DODD LMSW
DIRECTOR1.00Yes (X)$700$0$0
STEPHEN CONNOLLY MD
DIRECTOR & TRUSTEE0.20Yes (X)$0$0$0
WILLIAM HEALY MD
DIRECTOR & TRUSTEE0.20Yes (X)$0$0$0
MARY O'DOWD
DIRECTOR0.20Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,700TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$131,801AllOtherContributionsAmt
Total Contributions$131,801TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,930TotalRevenueColumnAmt
Exclusion$158,930ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,334,940SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,325,004SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,936SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,936TotalRevenueColumnAmt
Exclusion$9,936ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$300,667TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$168,866ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$268,670TotalAmt
Program Services$268,670ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,984TotalAmt
Program Services$14,992ProgramServicesAmt
Management And General$7,496ManagementAndGeneralAmt
Fundraising$7,496FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,402TotalAmt
Program Services$6,701ProgramServicesAmt
Management And General$3,350ManagementAndGeneralAmt
Fundraising$3,351FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,288TotalAmt
Program Services$1,644ProgramServicesAmt
Management And General$822ManagementAndGeneralAmt
Fundraising$822FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,063TotalAmt
Management And General$26,063ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,555TotalAmt
Management And General$29,555ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$25,100TotalAmt
Program Services$12,700ProgramServicesAmt
Management And General$6,200ManagementAndGeneralAmt
Fundraising$6,200FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$47,844TotalAmt
Management And General$14,161ManagementAndGeneralAmt
Fundraising$33,683FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$57,872TotalAmt
Management And General$57,872ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,055TotalAmt
Management And General$2,055ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,123TotalAmt
Management And General$4,123ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$555TotalAmt
Management And General$555ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,889TotalAmt
Management And General$2,889ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$511,400TotalAmt
Program Services$304,707ProgramServicesAmt
Management And General$155,141ManagementAndGeneralAmt
Fundraising$51,552FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,795BOYAmt
EOY$43,388EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$458,286BOYAmt
EOY$610,358EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,975BOYAmt
EOY$18,634EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$897BOYAmt
EOY$837EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,981LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,313LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,728BOYAmt
EOY$1,668EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,685,380BOYAmt
EOY$5,564,104EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$838,907BOYAmt
EOY$863,352EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,400BOYAmt
EOY$8,598EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,042,368BOYAmt
EOY$7,110,939EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$130,431BOYAmt
EOY$22,026EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$130,431BOYAmt
EOY$22,026EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,444,262BOYAmt
EOY$5,596,793EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$838,907BOYAmt
EOY$863,352EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$628,768BOYAmt
EOY$628,768EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,911,937BOYAmt
EOY$7,088,913EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,042,368BOYAmt
EOY$7,110,939EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$210,733ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$363,264NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$24,445OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,922CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,578CurrentTaxYearMinus1YearAmt
Current Tax Year$131,801CurrentTaxYearAmt
Total$371,815TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,922CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,578CurrentTaxYearMinus1YearAmt
Current Tax Year$131,801CurrentTaxYearAmt
Total$371,815TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$46,225SubstantialContributorsTotAmt
Public Support Total170$325,590PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,831CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$185,453CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,014CurrentTaxYearMinus1YearAmt
Current Tax Year$158,930CurrentTaxYearAmt
Total$855,972TotalAmt
FieldValueIRS element (for citing)
Total Support$1,227,787TotalSupportAmt
Public Support CY1700.26520PublicSupportCY170Pct
Public Support PY1700.26570PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestPHYSICIANS' HOME HAS DEPENDED ON PUBLIC SUPPORT FROM BOTH THE PHYSICIAN AND NON-PHYSICIAN COMMUNITY THROUGHOUT ITS 95-YEAR HISTORY. EACH YEAR, USUALLY IN NOVEMBER/DECEMBER, A FUNDRAISING APPEAL IS SENT TO PREVIOUS DONORS. AT INTERVALS, MOST RECENTLY IN DECEMBER 2013, THE FUNDRAISING APPEAL IS SENT TO ALL PHYSICIANS IN NEW YORK STATE, OVER 55,000 IN NUMBER. THE MEDICAL SOCIETY OF THE STATE OF NEW YORK ASSISTS IN SUCH A LARGE MAILING BY PROVIDING CONTACT INFORMATION FOR ALL THESE DOCTORS. DURING THE LAST YEAR PHYSICIANS' HOME RECEIVED ABOUT 800 DONATIONS, LARGE AND SMALL IN AMOUNT, MOSTLY FROM INDIVIDUAL CONTRIBUTORS. MANY OF THE 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. IN 2014, ONCE AGAIN PHYSICIANS' HOME PRINTED AND DISTRIBUTED A DONOR'S JOURNAL, PROVIDING CONTRIBUTORS THE OPPORTUNITY TO EXPRESS MESSAGES OF SUPPORT ALONG WITH THEIR DONATION. NUMBERING ONE-HUNDRED PAGES THIS YEAR, THE JOURNAL IS ALWAYS WELL RECEIVED, AND, WHILE REQUIRING MUCH EFFORT, HAS BECOME AN IMPORTANT PART OF OUR FUNDRAISING PLAN.THE ORGANIZATION'S INVESTMENT PORTFOLIO HAS BEEN BUILT UP GRADUALLY OVER THE YEARS AS A RESULT OF ONGOING GENEROSITY FROM BOTH THE PHYSICIAN AND NON-PHYSICIAN COMMUNITIES, DONATIONS FROM WHOM HAVE INCLUDED MANY ESTATE BEQUESTS.JUST RECENTLY THIS PAST YEAR, THE ORGANIZATION SPENT SUBSTANTIAL TIME AND EFFORT TO EXPAND ITS WEB SITE, NOT ONLY TO PRESENT MORE INFORMATION ABOUT OUR MISSION, BUT ALSO TO PROVIDE POTENTIAL DONORS THE OPPORTUNITY TO CONTRIBUTE ONLINE. THE DONOR TRANSACTION PAGES OF THE NEW WEB SITE HAVE PROVED EASY TO NEGOTIATE, AND SEVERAL CONTRIBUTIONS HAVE BEEN COMING VIA THIS ROUTE.THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION IS STAFFED DAILY, RESPONDING TO INQUIRIES FROM INDIVIDUALS SEEKING HELP, AS WELL AS PAYING CLOSE ATTENTION TO THE DETAILS REQUIRED TO PROCESS DONATIONS AND PREPARE FOR THE PRINTING OF THE DONOR'S JOURNAL. AN EXECUTIVE COMMITTEE OF THE BOARD MEETS ON A REGULAR BASIS, ABOUT ONCE PER MONTH, TO REVIEW BENEFICIARY CIRCUMSTANCES AND ADDRESS OTHER ISSUES. CHECKS ARE DISBURSED TO BENEFICIARIES ON A MONTHLY BASIS; ON OCCASION ADDITIONAL ASSISTANCE IS PROVIDED SHOULD AN URGENT BENEFICIARY SITUATION ARISE. THE 21 MEMBER GOVERNING BODY FOR 2014 CONSISTED OF PRACTICING AND RETIRED PHYSICIANS, AS WELL AS LAYPERSONS DEDICATED TO THE MISSION OF PHYSICIANS' HOME. A LICENSED SOCIAL WORKER, THREE ATTORNEYS, AND THE DIRECTOR OF A CHILDREN'S CHARITABLE FOUNDATION HELP TO PROVIDE DIVERSE POINTS OF VIEW REGARDING MATTERS BEFORE THE ORGANIZATION. OUR GOVERNING BODY IS EAGER TO CONTINUE TAKING RESPONSIBILITY FOR THE CONTINUED VIABILITY OF THIS 95 YEAR-OLD CHARITABLE ORGANIZATION FOR PHYSICIANS IN NEED.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,768BeginningYearBalanceAmt
End Year Balance$628,768EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,768BeginningYearBalanceAmt
End Year Balance$628,768EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,768BeginningYearBalanceAmt
End Year Balance$628,768EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,768BeginningYearBalanceAmt
End Year Balance$628,768EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,768BeginningYearBalanceAmt
End Year Balance$628,768EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,017OtherCostOrOtherBasisAmt
Depreciation$9,653DepreciationAmt
Book Value$364BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,964OtherCostOrOtherBasisAmt
Depreciation$3,660DepreciationAmt
Book Value$1,304BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,668TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTDesc
Book Value$863,352BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$863,352TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$688,376TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$363,264NetUnrealizedGainsInvstAmt
Other Revenue$24,445OtherRevenueAmt
Revenue Not Reported$387,709RevenueNotReportedAmt
Revenue Subtotal$300,667RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$300,667TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$511,400TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$511,400ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$511,400TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO GENERATE INCOME IN PERPETUITY.
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 TAX RETURNS FOR ALL YEARS SINCE FISCAL 2011 REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 24,445.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL ASSISTANCEGrantTypeTxt
Recipient35RecipientCnt
Cash Grant$268,670CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPHYSICIANS' HOME MAINTAINS DETAILED RECORDS ON ALL RECIPIENTS OF FINANCIAL ASSISTANCE. THESE RECORDS INCLUDE APPLICATIONS FOR ASSISTANCE ALONG WITH EVIDENCE PERTINENT TO CLAIMS OF FINANCIAL HARDSHIP AND MEDICAL DISABILITY. FOLLOW UP IS PERFORMED ON A REGULAR BASIS USING UPDATE FORMS REVIEWED BY THE EXECUTIVE COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6PHYSICIANS' HOME HAS TWO (2) CLASSES OF MEMBERSHIP, CONTRIBUTING MEMBERS AND ADMINISTRATIVE MEMBERS. CONTRIBUTORS OF $20 OR MORE TO PHYSICIANS' HOME ARE CONTRIBUTING MEMBERS OF THE CORPORATION FOR THAT FISCAL YEAR. THOSE ELECTED BY THE MEMBERS TO BE DIRECTORS, TRUSTEES, OR OFFICERS OF THE CORPORATION ARE ADMINISTRATIVE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AEACH CONTRIBUTORY MEMBER MAY ATTEND THE ANNUAL MEETING OF THE ORGANIZATION, AND VOTE FOR THE GOVERNING BODY. MEMBERS OF THE GOVERNING BODY ARE CONSIDERED ADMINISTRATIVE MEMBERS. EACH CONTRIBUTING MEMBER AND ADMINISTRATIVER MEMBER OF THE CORPORATION IS ENTITLED TO ONE VOTE, IN PERSON OR BY PROXY, AT ALL MEETINGS OF MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY APPROPRIATE OFFICERS AND THE INTERNAL ACCOUNTANT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A PAPER COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE PHYSICIANS' HOME CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, TRUSTEES, OFFICERS, ACCOUNTANT(S), AUDITOR(S), INVESTMENT MANAGER(S), AND OFFICE STAFF. THESE PERSONS RECEIVE A STATEMENT OF CONFLICT OF INTEREST POLICY (WHICH ALSO COVERS CONFIDENTIALITY AND WHISTLEBLOWER ACTIVITIES). 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 VALIDATED BY THE EXECUTIVE COMMITTEE, THE PERSON IS EXPECTED TO RECUSE HIMSELF/HERSELF FROM THE RELATED ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 15ONE OFFICER RECEIVES COMPENSATION FOR ACTING AS MANAGER/COO, THE PRESIDENT. THIS COMPENSATION WAS APPROVED BY THE BOARD OF DIRECTORS. NO REVIEW OF COMPARABLE DATA WAS CONSIDERED NECESSARY SINCE THE LEVEL OF COMPENSATION WAS DEEMED NOMINAL.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY STATEMENT, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, UPON REQUEST.
FORM 990, PART VII, COLUMN (B) BOARD MEMBER HOURS:BOARD MEMBER PARTICIPATION IS DOCUMENTED IN OUR MINUTES, AND AS CAN BE SEEN BY THE MINUTES FOR THE ANNUAL MEETING AND EXECUTIVE COMMITTEE MEETINGS, GOOD REPRESENTATION IS PRESENT TO PROVIDE DISCUSSION AND ADVICE IN REGARD TO THE ACTIVITIES OF THE ORGANIZATION. OF THE TWENTY-ONE DIRECTORS AND TRUSTEES THERE WERE THREE WHO WERE UNABLE TO PARTICIPATE TO ANY EXTENT DURING THE YEAR. IN ONE CASE, HER TERM WAS COMPLETED IN NOVEMBER 2013. ANOTHER ONE OF THE THREE IS OLDER IN AGE AND HAS SERVED THE ORGANIZATION WELL OVER THE YEARS; HE REMAINS AS A TRUSTEE IN PART AS A COURTESY TOWARD HIS PREVIOUS SERVICE. THE THIRD INDIVIDUAL WAS UNABLE TO PARTICIPATE DUE TO OTHER COMMITMENTS, HOWEVER, IN PRIOR YEARS HE WAS AN ACTIVE PARTICIPANT. DIRECTORS WILL BE PERIODICALLY INFORMED THAT PARTICIPATION BY ALL TO SOME EXTENT IS NECESSARY.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 24,445.
FORM 990, PART VII-A: EXPLANATION OF PAYMENT TO MARY DODD:BOARD MEMBER MARY DODD RECEIVES NO COMPENSATION IN HER CAPACITY AS BOARD MEMBER AND OFFICER. SHE DOES RECEIVE COMPENSATION AS AN INDEPENDENT CONTRACTOR IN HER CAPACITY AS A SOCIAL SERVICE CONSULTANT TO PHYSICIANS' HOME, INC.

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