PHYSICIANS HOME: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PHYSICIANS HOME (EIN 13-1782482)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-04
- IRS object ID
- 202610359349301781
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-04T17:18:45-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131782482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIANS HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHYS | BusinessNameControlTxt |
| Phone | 6469082637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVE FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100228606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW SAMA MD | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6469082637 | PhoneNum |
| Signature | 2026-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW SAMA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVE FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100228606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,729,586 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHYSICIANSHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST PHYSICIANS WHO FALL ON HARD TIMES AND ARE IN NEED OF FINANCIAL HELP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $101,099 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,941,678 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $792,697 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,510,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$11,258 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,608 | CYOtherRevenueAmt |
| PY Total Revenue | $882,538 | PYTotalRevenueAmt |
| CY Total Revenue | $3,450,467 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $311,616 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $278,731 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $74,159 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,661 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,655 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $250,817 | PYOtherExpensesAmt |
| CY Other Expenses | $256,144 | CYOtherExpensesAmt |
| PY Total Expenses | $636,592 | PYTotalExpensesAmt |
| CY Total Expenses | $605,536 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $245,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,844,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,570,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,452,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $282,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $253,435 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,287,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,199,308 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PHYSICIANS' HOME ASSISTS PHYSICIANS AND THEIR FAMILY MEMBERS WHO FALL ON HARD TIMES AND ARE IN NEED OF FINANCIAL HELP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $354,167 | ExpenseAmt |
| Grant | $278,731 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PHYSICIANS' HOME PROVIDES HELP TO PHYSICIANS WHO FALL ON HARD FINANCIAL TIMES AND/OR THEIR IMMEDIATE FAMILY MEMBERS WHO BECOME DEPENDENT. DURING THE YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATED THE NEEDS OF NEW BENEFICIARIES AS WELL AS THOSE OF EXISTING BENEFICIARIES FOR CONTINUED ASSISTANCE. THE ORGANIZATION PROVIDED $278,731 IN DIRECT ASSISTANCE TO 18 PHYSICIANS AND 8 FAMILY MEMBERS DURING THE YEAR. | Desc |
| Total Program Service Expenses | $354,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA REDO ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6469082637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVE FL 8 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100228606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW E SAMA MD | ||||||
| DIR/CHAIRMAN/1ST VICE-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA REDO ESQ | ||||||
| DIRECTOR/2ND VICE-PRESIDENT/TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACQUELINE SALZER MD | ||||||
| DIRECTOR/ASST. TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE C HORTEN MD | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| FRANK IAQUINTA MD | ||||||
| DIRECTOR, THRU 12/24 | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN W LOMBARDO MD | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN A MCCLUNG MD | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| FAZLOLLAH MOQTADERI MD | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| SHARON-MARIE ROONEY MD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER VOGES MD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JAMES MCCOTTER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SUSAN EIFENBEIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMELMAN AND BAIRD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 THIRD AVENUE SUITE 2300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY SERVICES | ServicesDesc |
| Compensation | $100,212 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $37,050 | FundraisingAmt |
| All Other Contributions | $1,904,628 | AllOtherContributionsAmt |
| Total Contributions | $1,941,678 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,014 | TotalRevenueColumnAmt |
| Exclusion | $307,014 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,453,494 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,250,111 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,203,383 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,203,383 | TotalRevenueColumnAmt |
| Exclusion | $1,203,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,050 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,008 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,608 | TotalRevenueColumnAmt |
| Exclusion | -$1,608 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,450,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,508,789 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,731 | TotalAmt |
| Program Services | $278,731 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,640 | TotalAmt |
| Program Services | $32,820 | ProgramServicesAmt |
| Management And General | $16,410 | ManagementAndGeneralAmt |
| Fundraising | $16,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,021 | TotalAmt |
| Program Services | $2,511 | ProgramServicesAmt |
| Management And General | $1,255 | ManagementAndGeneralAmt |
| Fundraising | $1,255 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,075 | TotalAmt |
| Management And General | $39,075 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,160 | TotalAmt |
| Management And General | $105,160 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,798 | TotalAmt |
| Management And General | $1,133 | ManagementAndGeneralAmt |
| Fundraising | $5,665 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,694 | TotalAmt |
| Program Services | $5,455 | ProgramServicesAmt |
| Management And General | $7,239 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,300 | TotalAmt |
| Program Services | $34,650 | ProgramServicesAmt |
| Management And General | $17,325 | ManagementAndGeneralAmt |
| Fundraising | $17,325 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775 | TotalAmt |
| Management And General | $775 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,849 | TotalAmt |
| Management And General | $6,849 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425 | TotalAmt |
| Management And General | $425 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,442 | TotalAmt |
| Management And General | $7,442 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FOREIGN TAXES | $851 | $851 |
| FILING FEE | $775 | $775 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,536 | TotalAmt |
| Program Services | $354,167 | ProgramServicesAmt |
| Management And General | $210,714 | ManagementAndGeneralAmt |
| Fundraising | $40,655 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,868 | BOYAmt |
| EOY | $151,306 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,508 | BOYAmt |
| EOY | $2,344,889 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,864,978 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,375 | BOYAmt |
| EOY | $3,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,731 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,068 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088 | BOYAmt |
| EOY | $663 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,357,130 | BOYAmt |
| EOY | $14,870,517 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,617 | BOYAmt |
| EOY | $217,085 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,570,586 | BOYAmt |
| EOY | $19,452,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,600 | BOYAmt |
| EOY | $31,600 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,549 | BOYAmt |
| EOY | $38,597 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,830 | BOYAmt |
| EOY | $183,238 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,979 | BOYAmt |
| EOY | $253,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,139,044 | BOYAmt |
| EOY | $17,997,345 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,148,563 | BOYAmt |
| EOY | $1,201,963 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,287,607 | BOYAmt |
| EOY | $19,199,308 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,570,586 | BOYAmt |
| EOY | $19,452,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,844,931 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $66,770 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,700 | CurrentTaxYearAmt |
| Total | $314,099 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,700 | CurrentTaxYearAmt |
| Total | $314,099 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,230 | SubstantialContributorsTotAmt |
| Public Support Total170 | $294,869 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,014 | CurrentTaxYearAmt |
| Total | $1,351,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,665,614 | TotalSupportAmt |
| Public Support CY170 | 0.17700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.18250 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PHYSICIANS' HOME HAS DEPENDED ON PUBLIC SUPPORT FROM BOTH THE PHYSICIAN AND NON-PHYSICIAN COMMUNITY THROUGHOUT ITS LONG HISTORY. THE ORGANIZATION MAINTAINS AN ONGOING PROGRAM TO OBTAIN PUBLIC SUPPORT WHICH INCLUDES APPEAL LETTERS, AN INTERNET PRESENCE, AND PERIODIC EVENTS HELD FOR THOSE SUPPORTING THE ORGANIZATION.PHYSICIANS' HOME ANNUALLY SENDS FUNDRAISING APPEAL LETTERS TO THOSE WHO HAVE DONATED IN THE PAST FIVE YEARS. ALSO, MANY OF THE NEW YORK COUNTY MEDICAL SOCIETIES, WHEN SOLICITING THEIR ANNUAL DUES PAYMENT FROM MEMBER PHYSICIANS, ENCOURAGE THE DOCTORS TO ADD AN ADDITIONAL AMOUNT FOR PHYSICIANS' HOME - WHICH THE MEDICAL SOCIETY THEN FORWARDS TO US. DURING THE YEAR ENDED SEPTEMBER 30, 2025, PHYSICIANS' HOME RECEIVED OVER 280 DONATIONS, LARGE AND SMALL IN AMOUNT, MOSTLY FROM INDIVIDUAL CONTRIBUTORS.IN SPRING 2024 WE REPLACED THE ORGANIZATION'S WEBSITE WITH AN UPDATED SITE WITH AN EXPANDED EXPLANATION OF HOW WE PROVIDE HELP TO THOSE IN NEED AS WELL AS MORE INFORMATION FOR THOSE CONTEMPLATING A DONATION. THE SITE'S HOME PAGE NOW INCLUDES A "SUBMIT AN APPLICATION" BUTTON FOR AN INDIVIDUAL TO START THE PROCESS OF APPLYING FOR HELP, AS WELL AS THE "DONATE NOW" BUTTON. CREDIT CARD DONATIONS THROUGH THE WEBSITE ARE INCREASING. WE ALSO CONTINUE TO COLLECT CONTRIBUTOR EMAIL ADDRESSES FOR A DATABASE, ENABLING US TO INTERACT WITH MOST CONTRIBUTORS BY EMAIL.IN NOVEMBER 2024 PHYSICIANS' HOME HELD A DONOR EVENT ATTENDED BY 85 DONORS AND POTENTIAL DONORS. AT THIS EVENT, THE ORGANIZATION DISTRIBUTED A DONOR'S JOURNAL. THE DONOR'S JOURNAL PROVIDES CONTRIBUTORS THE OPPORTUNITY TO EXPRESS MESSAGES OF SUPPORT ALONG WITH THEIR DONATION. THE JOURNAL, WHILE EXPRESSING MUCH EFFORT, IS AN INTEGRAL PART OF OUR FUNDRAISING PLAN. THE ORGANIZATION'S INVESTMENT PORTFOLIO HAS BEEN BUILT UP OVER THE YEARS AS A RESULT OF ONGOING GENEROSITY OF BOTH THE PHYSICIAN AND NON-PHYSICIAN COMMUNITIES. DONATIONS HAVE INCLUDED OVER ONE HUNDRED ESTATE BEQUESTS SINCE THE ORGANIZATION'S FOUNDING IN 1919. DURING THE YEAR ENDED SEPTEMBER 30, 2025 PHYSICIANS' HOME RECEIVED A BEQUEST IN AN AMOUNT OVER $1,700,000.THE ADMINISTRATIVE OFFICE IS STAFFED DAILY, RESPONDING TO INQUIRIES FROM INDIVIDUALS SEEKING HELP, AS WELL AS GIVING CLOSE ATTENTION TO THE DETAILS REQUIRED TO PROCESS DONATIONS. ASSISTANCE PAYMENTS ARE MAILED FROM THE OFFICE TO BENEFICIARIES ON A MONTHLY BASIS; A DIRECT DEPOSIT OPTION IS AVAILABLE TO BENEFICIARIES WHO WISH TO GO THAT ROUTE. ON OCCASION, ADDITIONAL ASSISTANCE MAY BE PROVIDED SHOULD AN URGENT BENEFICIARY SITUATION ARISE.PHYSICIANS' HOME HOLDS EXECUTIVE COMMITTEE MEETINGS, TO REVIEW BENEFICIARY CIRCUMSTANCES, AT A REGULAR INTERVAL. ALL BOARD MEMBERS ARE ENCOURAGED TO ATTEND THESE MEETINGS. EXECUTIVE COMMITTEE MEMBERS HAVE THE OPTION OF ATTENDING THE MEETING EITHER IN PERSON OR ON A CONFERENCE CALL. OUR GOVERNING BODY CONSISTS OF PRACTICING AND RETIRED PHYSICIANS, AS WELL AS OTHERS DEDICATED TO THE MISSION OF PHYSICIANS' HOME. THEY PROVIDE DIVERSE POINTS OF VIEW REGARDING MATTERS BEFORE THE ORGANIZATION, AND ALL LOOK WITH ENTHUSIASM AS WE ENTER OUR SECOND CENTURY OF CHARITABLE WORK. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,148,563 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $81,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,378 | OtherExpendituresAmt |
| End Year Balance | $1,201,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $950,158 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $227,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,647 | OtherExpendituresAmt |
| End Year Balance | $1,148,563 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $855,305 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $122,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,500 | OtherExpendituresAmt |
| End Year Balance | $950,158 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $987,901 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$112,243 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,353 | OtherExpendituresAmt |
| End Year Balance | $855,305 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $829,789 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $179,577 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,465 | OtherExpendituresAmt |
| End Year Balance | $987,901 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.16350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.83650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,103 | DepreciationAmt |
| Book Value | $663 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,965 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $663 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $183,238 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,238 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,411,226 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $66,770 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $66,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,344,456 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $105,160 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $851 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $106,011 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,450,467 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $499,525 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $499,525 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $105,160 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $851 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $106,011 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $605,536 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION'S RETURNS FOR ALL YEARS SINCE FISCAL 2022 REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES REPORTED ON PART IX 851. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES REPORTED ON PART IX 851. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BANQUET DINNER | Event1Nm |
| Gross Receipts Event1 | $64,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,050 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $26,378 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,430 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $64,450 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,050 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,400 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $26,378 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,430 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,008 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,608 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 26 | RecipientCnt |
| Cash Grant | $278,731 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR MONITORING THE USE OF THE GRANT FUNDS FOR THEIR INTENDED PURPOSES. THE RESPONSIBILITY OF MONITORING THE APPROPRIATE DISTRIBUTION OF FUNDS TO BENEFICIARIES. INDIVIDUALS APPLYING FOR AID PROVIDE THE ORGANIZATION WITH AN APPLICATION PACKAGE THAT INCLUDES AN EXPLANATION OF THEIR NEED, A LIST OF ASSETS, OTHER SOURCES OF INCOME, EXPENDITURES, AND OTHER ITEMS. ORGANIZATION STAFF REVIEWS THE APPLICATION AND PRESENTS IT TO THE EXECUTIVE COMMITTEE. THE COMMITTEE DISCUSSES THE APPLICANT'S NEEDS AND APPROVES OR REJECTS THE REQUEST OF DEFERS DECISION UNTIL ADDITIONAL INFORMATION IS RECEIVED. STAFF FOLLOWS-UP WITH THE APPLICANT. IF A REQUEST IS URGENT, COMMITTEE MEMBERS WILL DISCUSS THE REQUEST BY PHONE, APPROVE A ONE-TIME PAYMENT IF WARRANTED, AND ADDRESS SUBSEQUENT AID AT AN EXECUTIVE COMMITTEE MEETING. THE COMMITTEE REVIEWS BENEFICIARIES AT A MINIMUM OF ONCE PER YEAR, AND OFTEN MORE FREQUENTLY, AND THIS INCLUDES INFORMATION PROVIDED THROUGH SOCIAL SERVICE INTERVIEWS AND THIRD-PARTY ORGANIZATIONS WHO MAY BE INVOLVED IN THE BENEFICIARY CIRCUMSTANCES. SOME BENEFICIARIES ARE ASKED FOR DETAILED INFORMATION ON THEIR STATED EXPENSES, WHICH IS THEN COMPARED TO THE AMOUNT AWARDED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PHYSICIANS' HOME HAS TWO CLASSES OF MEMBERSHIP, CONTRIBUTING MEMBERS AND ADMINISTRATIVE MEMBERS. CONTRIBUTORS OF $25 OR MORE TO THE ORGANIZATION ARE CONTRIBUTING MEMBERS FOR THAT FISCAL YEAR. DIRECTORS, TRUSTEES, AND OFFICERS ARE ADMINISTRATIVE MEMBERS. BOTH CLASSES OF MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS, WHICH ARE ELECTED ANNUALLY BY A MAJORITY VOTE OF ALL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | CONTRIBUTING MEMBERS AND ADMINISTRATIVE MEMBERS ARE EACH ENTITLED TO ONE VOTE, IN PERSON OR BY PROXY, TO ELECT THE BOARD OF DIRECTORS, AND ON ANY OTHER MATTER AS DETERMINED BY THE BOARD OF DIRECTORS. MATTERS ARE DECIDED BY THE CONCURRING VOTE OF THE MAJORITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, AND THEN REVIEWED INTERNALLY BY THE ORGANIZATION'S CHAIRMAN AND THE ORGANIZATION'S OUTSIDE CONSULTANT. ONCE THIS IS COMPLETE, A COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO ALL CURRENT BOARD MEMBERS FOR ANY COMMENTS. ANY COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PHYSICIANS' HOME CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, EMPLOYEES, AND CONSULTANTS. THESE PERSONS RECEIVE A STATEMENT OF CONFLICT OF INTEREST POLICY (WHICH ALSO COVERS CONFIDENTIALITY AND WHISTLEBLOWER ACTIVITIES). EACH PERSON SHALL ANNUALLY COMPLETE AND SIGN CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST STATEMENT REQUIRES THAT PERSONS COVERED UNDER THE STATEMENT WILL DISCLOSE TO THE EXECUTIVE COMMITTEE ANY SUCH SITUATION. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED AND DETERMINED BY THE EXECUTIVE COMMITTEE, THE PERSON IS EXPECTED TO RECUSE HIMSELF/HERSELF FROM THE ACTIVITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS AVAILABLE UPON REQUEST AND POSTED ON GUIDESTAR.ORG AND SIMILAR TYPES OF WEBSITES. THE FORMS 990, ANNUAL FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST |
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