PHOENIX HOUSES OF CALIFORNIA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PHOENIX HOUSES OF CALIFORNIA INC (EIN 94-3015376)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349300640
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T06:16:54-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 Third Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943015376 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phoenix Houses of California Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHOE | NameControl |
| Phone | 8186863065 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 Eldridge Avenue | AddressLine1 |
| City | Lake View Terrace | City |
| State | CA | State |
| ZIP Code | 91342 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin T Kirchoff | Name |
| Title | SVP, CFO | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125429609 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Howard P Meitiner | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 West 74th Street | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100232301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3444971 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.phoenixhouse.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Phoenix House California provides administrative services to 3 operating affiliates, which helps individuals, families and communities affected by substance abuse. Total combined operating revenue for Phoenix House California its Affiliates is $24,609,423. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 92 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2304748 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2057329 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41210 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | -1050 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33231 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 792953 | OtherRevenuePriorYear |
| Other Revenue Current Year | 763466 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3172142 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2851986 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 661000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4454681 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4794022 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 277277 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | -1696526 | OtherExpensePriorYear |
| Other Expenses Current Year | -1299721 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3419155 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3494301 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -247013 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -642315 | RevenuesLessExpensesCY |
| Total Assets BOY | 8746679 | TotalAssetsBOY |
| Total Assets EOY | 8122291 | TotalAssetsEOY |
| Total Liabilities BOY | 3852098 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3858381 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4894581 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4263910 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Phoenix House California provides administrative services to 3 operating affiliates, which helps individuals, families and communities affected by substance abuse. Total combined operating revenue for Phoenix House California its Affiliates is $24,609,423. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 1428235 | Expense |
| Description | Residential Treatment Services:Residential treatment of various durations at Phoenix House provide a route to recovery through individual and group counseling, relapse prevention and vocational training. These programs draw on research proven practices to address such specific client needs as anger management and post traumatic stress disorder. In addition to individual, group, and family counseling, residential programs offer life skill training along with education and job training to help residents prepare for self-sufficient, drug-free lives.Residential Treatment Services:Expenses associated with providing residential care and treatment to approximately 991 clients. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 733461 | Expense |
| Description | Program Support Services:Phoenix Houses of California, Inc. provides support for three operating facilities. These expenses relate to obtaining goods needed for our residential services. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 404186 | Expense |
| Description | Prevention and Education Services:Expenses associated with the production and dissemination of educational materials for prevention and community education and outreach. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2565882 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 92 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Aracely Mayoral | NamePerson |
| Telephone Number | 8186863067 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 Eldridge Avenue | AddressLine1 |
| City | Lake View Terrace | City |
| State | CA | State |
| ZIP Code | 913426506 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| Michael Kraus | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Denise Willet Friedman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bruce Karatz | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ryan L Tarpley | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Christine McCarthy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Roger W Stephens | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Rodney Skager PhD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Glenn F Rotner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Daniel H Rothenberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jeff Ross | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Valeria Rico | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Anthony Pritzker | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Geoffrey Nathanson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| George Mihlstein | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Niel Kadisha | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Elizabeth J Harris PhD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| John D Hardy Jr | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Scott Dunham | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Brad de Koning | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Chris Weitz | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Howard P Meitiner | |||||||
| President & CEO | 40.00 | X | 0 | 688888 | 28369 | X | |
| Timothy J Noonan | |||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X | |
| Pouria Abbassi | |||||||
| VP, Dir Finance | 40.00 | 0 | 0 | 0 | X | ||
| Earlene Bryson | |||||||
| Asst Secretary | 40.00 | 67328 | 0 | 734 | X | ||
| Winifred B Wechsler | |||||||
| SVP Reg Dir Sec | 40.00 | 427874 | 0 | 29759 | X | ||
| Elizabeth Stanley-Salazar | |||||||
| VP, Dir Pub Pol | 40.00 | 176847 | 0 | 30255 | X | ||
| Kevin A Ralph | |||||||
| VP, Dir H/R | 40.00 | 119915 | 0 | 8673 | X | ||
| Raymond N Knight Jr | |||||||
| VP, Dir of Fin | 40.00 | 153377 | 0 | 15465 | X | ||
| Kevin T Kirchoff | |||||||
| SVP, CFO | 40.00 | 0 | 294666 | 36761 | X | ||
| John J Diehl | |||||||
| Asst. Secretary | 40.00 | 0 | 307404 | 17711 | X | ||
| Mark G White | |||||||
| Former Assistant Secretary | 0.00 | 0 | 150701 | 10869 | X | ||
| Mitchell SRosenthal | |||||||
| Former President | 0.00 | 0 | 268970 | 42262 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 945341 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1710629 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 220858 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 194581 | FundraisingEvents |
| Government Grants | 1763889 | GovernmentGrants |
| All Other Contributions | 98859 | AllOtherContributions |
| Total Contributions | 2057329 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Fees & Contract Gov Agenc | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | -1050 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1050 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | -1050 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22556 | TotalRevenueColumn |
| Exclusion | $22,556 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 763232 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 763232 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 763232 | TotalRevenueColumn |
| Exclusion | $763,232 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 559833 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 550148 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9685 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9685 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9685 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 42837 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 194581 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 42837 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 234 | TotalRevenueColumn |
| Exclusion | $234 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 234 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2851986 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8635 | RelatedOrExemptFunctionIncome |
| Exclusion | $786,022 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 878013 | Total |
| Management And General | 878013 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2762114 | Total |
| Program Services | 1440133 | ProgramServices |
| Management And General | 1169918 | ManagementAndGeneral |
| Fundraising | 152063 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143319 | Total |
| Program Services | 56701 | ProgramServices |
| Management And General | 80631 | ManagementAndGeneral |
| Fundraising | 5987 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726780 | Total |
| Program Services | 226117 | ProgramServices |
| Management And General | 474059 | ManagementAndGeneral |
| Fundraising | 26604 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283796 | Total |
| Program Services | 129480 | ProgramServices |
| Management And General | 141831 | ManagementAndGeneral |
| Fundraising | 12485 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240 | Total |
| Management And General | 1240 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44172 | Total |
| Management And General | 44172 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439403 | Total |
| Program Services | 228293 | ProgramServices |
| Management And General | 157220 | ManagementAndGeneral |
| Fundraising | 53890 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116257 | Total |
| Program Services | 24870 | ProgramServices |
| Management And General | 84842 | ManagementAndGeneral |
| Fundraising | 6545 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107601 | Total |
| Program Services | 31093 | ProgramServices |
| Management And General | 71579 | ManagementAndGeneral |
| Fundraising | 4929 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185868 | Total |
| Program Services | 13860 | ProgramServices |
| Management And General | 169728 | ManagementAndGeneral |
| Fundraising | 2280 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132623 | Total |
| Program Services | 36773 | ProgramServices |
| Management And General | 93193 | ManagementAndGeneral |
| Fundraising | 2657 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34860 | Total |
| Program Services | 1930 | ProgramServices |
| Management And General | 32561 | ManagementAndGeneral |
| Fundraising | 369 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33212 | Total |
| Program Services | 33212 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393516 | Total |
| Program Services | 314146 | ProgramServices |
| Management And General | 79370 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63032 | Total |
| Program Services | 16664 | ProgramServices |
| Management And General | 46368 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Resident Sustenance | 6096 | 679 | 5383 | 34 |
| Printing and Publications | 14896 | 8061 | 6835 | |
| Miscellaneous and support serv | 52523 | 11931 | 37993 | 2599 |
| Allocated costs | 889000 | 889000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -3814020 | Total |
| Management And General | -3814020 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3494301 | Total |
| Program Services | 2565882 | ProgramServices |
| Management And General | 651142 | ManagementAndGeneral |
| Fundraising | 277277 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208029 | BOY |
| EOY | 205767 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39024 | BOY |
| EOY | 39030 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391636 | BOY |
| EOY | 263521 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2503 | BOY |
| EOY | 100 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37603 | BOY |
| EOY | 37603 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612146 | BOY |
| EOY | 418033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14873578 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8523751 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6689380 | BOY |
| EOY | 6349827 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754358 | BOY |
| EOY | 796410 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12000 | BOY |
| EOY | 12000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8746679 | BOY |
| EOY | 8122291 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522038 | BOY |
| EOY | 500000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2363544 | BOY |
| EOY | 1953065 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 966516 | BOY |
| EOY | 1405316 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3852098 | BOY |
| EOY | 3858381 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4878605 | BOY |
| EOY | 4247934 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15976 | BOY |
| EOY | 15976 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4894581 | BOY |
| EOY | 4263910 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8746679 | BOY |
| EOY | 8122291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -642315 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11644 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5399701 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6464613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4374817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2304748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2057329 | CurrentTaxYear |
| Total | 20601208 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5399701 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6464613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4374817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2304748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2057329 | CurrentTaxYear |
| Total | 20601208 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 20601208 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 390596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 821904 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 821466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 817007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 785788 | CurrentTaxYear |
| Total | 3636761 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 851 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234 | CurrentTaxYear |
| Total | 4008 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 24241977 | TotalSupport |
| Gross Receipts From Admissions Etc | 1101342 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84980 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86910 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2041 | FilingOrganizationsTotals |
| Affiliated Group Totals | 203942 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2041 | FilingOrganizationsTotals |
| Affiliated Group Totals | 203942 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3492260 | FilingOrganizationsTotals |
| Affiliated Group Totals | 126655581 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3494301 | FilingOrganizationsTotals |
| Affiliated Group Totals | 126859523 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 324715 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 81179 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 195380 | CurrentYearMinus3 |
| Current Year Minus2 | 224200 | CurrentYearMinus2 |
| Current Year Minus1 | 200997 | CurrentYearMinus1 |
| Current Year | 203942 | CurrentYear |
| Total | 824519 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2949757 | OtherCostOrOtherBasis |
| Book Value | 2949757 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10690616 | OtherCostOrOtherBasis |
| Depreciation | 7448039 | Depreciation |
| Book Value | 3242577 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11634 | OtherCostOrOtherBasis |
| Depreciation | 11634 | Depreciation |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1221571 | OtherCostOrOtherBasis |
| Depreciation | 1064078 | Depreciation |
| Book Value | 157493 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6349827 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to Affiliates | Description |
| Amount | $1,405,316 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1405316 | TotalOfAmounts |
| Total Revenue | 2851986 | TotalRevenue |
| Total Expenses | 3494301 | TotalExpenses |
| Excess Or Deficit For Year | -642315 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11644 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 11644 | TotalAdjustments |
| Excess Or Deficit Per FS | -630671 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7150599 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11644 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 472949 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 3817924 | OtherRevenues |
| Revenue Not Rptd F990 | 4302517 | RevenueNotRptdF990 |
| Revenue Subtotal | 2848082 | RevenueSubtotal |
| Investment Expenses Not Included | 3904 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3904 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2851986 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7781270 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 472949 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 3817924 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4290873 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3490397 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3904 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 3904 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3494301 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | In July 2006, guidance was issued in the area of "Accounting for Uncertainty in Income Taxes." The standard 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. It was effective for Phoenix Houses of California, Inc. on July 1, 2008, and had no impact on the accompanying financial statements. The tax years ended 2009, 2010, 2011 and 2012 are still open to audit for both federal and state purposes. Phoenix Houses of California, Inc. 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 XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Admin Costs Allocated to Affiliates $3817924 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Admin Costs allocated to Affiliates $3817924 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Theatre event and silent auction. | NameOfEvent1 |
| Gross Receipts Event1 | 237418 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 194581 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 42837 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 34061 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 8776 | EntertainmentEvent1 |
| Gross Receipts Total | 237418 | GrossReceiptsTotal |
| Charitable Contributions Total | 194581 | CharitableContributionsTotal |
| Gross Revenue Total Events | 42837 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 34061 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 8776 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 42837 | DirectExpenseSummaryEvents |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|
| Winifred B Wechsler | |||||||||
| 198179 | 229695 | 14077 | 15682 | 457633 | |||||
| Raymond N Knight Jr | |||||||||
| 150209 | 3168 | 9033 | 6432 | 168842 | |||||
| Mitchell SRosenthal | |||||||||
| 254690 | 14280 | 24500 | 17762 | 311232 | |||||
| Mark G White | |||||||||
| 150425 | 276 | 4477 | 6392 | 161570 | |||||
| Kevin T Kirchoff | |||||||||
| 264653 | 30013 | 24500 | 12261 | 331427 | |||||
| John J Diehl | |||||||||
| 255440 | 51964 | 14617 | 3094 | 325115 | |||||
| Howard P Meitiner | |||||||||
| 574103 | 114785 | 7350 | 21019 | 717257 | |||||
| Elizabeth Stanley-Salazar | |||||||||
| 169035 | 7812 | 17944 | 12311 | 207102 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 7 | Identifier |
| Return Reference | Part I, Line 7: Non-Fixed payments not listed above | ReturnReference |
| Explanation | From time to time Phoenix House determines that high-performing employees merit reasonable increases in their salaries, but declines to raise base compensation because the ability to sustain the compensation in the future is insufficiently certain. Such non-fixed payments are included in Part II, B (iii) as part of "other reported compensation." | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| Part VII Section ASeveral of the officers listed on the return are also officers in related entities (please refer to Schedule R). The total aggregate hours worked by each of these officers for all related entities exceeds forty hours per week. | ||
| This organization includes its financial results in the PHF and Affiliates Consolidated Financial Statements which are included in the annual report, which is made available to the public. | Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| The compensation of the 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) or by the board (or committee thereof) of the organization's sole member, and recorded in minutes. | Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees |
| The board of directors (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. | Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| 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 11 | Form 990, Part VI, Line 11: Form 990 Review Process |
| See 6 description above. | Form 990, Part VI, Line 7b | Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders |
| See 6 description above. | Form 990, Part VI, Line 7a | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body |
| The member or members elect individuals to the board of directors, approve and amend the bylaws, and exercise those powers provided to members of non-profit organizations under applicable state law. | Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| OTHER PROGRAM SERVICES 4: Prevention and Education Services:Expenses associated with the production and dissemination of educational materials for prevention and community education and outreach. | Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Phoenix House Mid-Atlantic PropMgt | ||||||||||
| 521 N Quincy Street | Arlington | VA | 22203 | 541835296 | Strategic Planning and Management services. | VA | 501(c)(3) | 7 | PHMA | false |
| Phoenix Houses of Mid-Atlantic Inc | ||||||||||
| 521 N Quincy Street | Arlington | VA | 22203 | 540805530 | Substance abuse treatment and prevention. | NY | 501(c)(3) | 7 | PHF | false |
| Phoenix House Development Fund Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 133020609 | Provides financial support to Phoenix House | NY | 501 (c)(3) | 7 | NA | false |
| The American Council for Drug Ed Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 132904583 | Substance abuse treatment and prevention. | NY | 501 (c)(3) | 7 | PHF | false |
| Phoenix Programs of Florida Inc | ||||||||||
| 5501 West Waters Avenue Suite 406 | Tampa | FL | 33634 | 593172948 | Substance abuse treatment and prevention. | FL | 501 (c)(3) | 7 | PHF | false |
| Phoenix Houses of Texas Inc | ||||||||||
| 2345 Reagan Street | Dallas | TX | 752193225 | 133810073 | Substance abuse treatment and prevention. | TX | 501 (c)(3) | 7 | PHF | false |
| Phoenix Houses of New York Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 133020608 | Substance abuse treatment and prevention. | NY | 501 (c)(3) | 7 | PHF | false |
| Phoenix Houses of New Jersey Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 237409564 | Substance abuse treatment and prevention. | NY | 501 (c)(3) | 7 | PHF | false |
| Phoenix Houses of New England Inc | ||||||||||
| 99 Wayland Avenue Suite 100 | Providence | RI | 029064313 | 050315625 | Substance abuse treatment and prevention. | RI | 501 (c)(3) | 7 | PHF | 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 Houses of Long Island Inc | ||||||||||
| P O Box 3001 | Brentwood | NY | 117013001 | 112307925 | Substance abuse treatment and prevention. | NY | 501 (c)(3) | 7 | PHNY | 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 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 House Foundation Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 237013149 | Substance abuse treatment and prevention. | NY | 501 (c)(3) | 7 | NA | false |
| Center on Addiction and the Family Inc | ||||||||||
| 164 West 74th Street | New York | NY | 100232301 | 133132463 | Substance abuse treatment and prevention. | NY | 501 (c)(3) | 7 | PHF | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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