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← PHMC INTEGRATED

Form 990 for tax year 2023

Filed by PHMC INTEGRATED.

Totals

Total revenue
$16,206,649
Total expenses
$15,424,236
Contributions and grants received
$143,159
Grants paid
$0
Program service revenue
$16,059,686
Investment income
$241
Other revenue
$3,563
Total assets, end of year
$9,894,495
Total liabilities, end of year
$7,354,014
Net assets or fund balances, end of year
$2,540,481
Program services expenses (Part IX)
$13,955,005
Management and general expenses
$1,469,231
Fundraising expenses
$0
Program service expenses (Part III)
$13,955,005

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $143,159

  • 2a · Program service revenue: Education Services

    total $16,059,686 · related or exempt $16,059,686

  • 3 · Investment income

    total $241 · excluded $241

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other Revenue

    total $3,563 · excluded $3,563

  • 11e · Other revenue, total

    $3,563

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $178,806 · program services $172,926 · management and general $5,880

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $7,326,906 · program services $7,086,603 · management and general $240,303

  • 8 · Pension plan contributions

    total $102,010 · program services $98,449 · management and general $3,561

  • 9 · Other employee benefits

    total $1,751,816 · program services $1,690,669 · management and general $61,147

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $1,120,620 · program services $186,770 · management and general $933,850

  • 11b · Fees: legal

    total $39,423 · management and general $39,423

  • 11c · Fees: accounting

    total $55,282 · management and general $55,282

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,893,539 · program services $1,880,181 · management and general $13,358

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $626,129 · program services $612,897 · management and general $13,232

  • 14 · Information technology

    total $288,496 · program services $280,835 · management and general $7,661

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $718,346 · program services $693,793 · management and general $24,553

  • 17 · Travel

    total $7,799 · program services $7,799

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $32,552 · management and general $32,552

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $57,578 · program services $33,941 · management and general $23,637

  • 23 · Insurance

    total $715,979 · program services $715,979

  • 24a · Other expenses: EQUIPMENT MAINTENANCE

    total $255,648 · program services $253,863 · management and general $1,785

  • 24b · Other expenses: BAD DEBT

    total $117,690 · program services $117,690

  • 24c · Other expenses: TRAINING

    total $72,574 · program services $71,266 · management and general $1,308

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $44,667 · program services $44,667

  • 24e · All other expenses

    total $18,376 · program services $6,677 · management and general $11,699

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,640,778 · end of year $2,135,301

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $573,719 · end of year $786,359

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $159,888 · end of year $173,249

  • 10a · Land, buildings and equipment: cost or other basis

    $965,639

  • 10b · Land, buildings and equipment: accumulated depreciation

    $507,406

  • 10c · Land, buildings and equipment, net

    beginning of year $501,951 · end of year $458,233

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $4,740,477 · end of year $6,341,353

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,259,573 · end of year $1,474,979

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $5,449

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,590,024 · end of year $5,873,586

  • 27 · Net assets without donor restrictions

    beginning of year $1,767,216 · end of year $2,540,481

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

PHMC INTEGRATED, A PRIVATE, NFP ENTITY, IS A PROVIDER OF SERVICES TO CHILDREN AND FAMILIES WITH SPECIAL NEEDS IN THE CITY OF PHILADELPHIA AND SURROUNDING COUNTIES. PHMC INTEGRATED PROVIDES A FULL CONTINUUM OF SERVICES THROUGH A VARIETY OF PROGRAMS AT FAIRWOLD ACADEMY.

Activities or mission (Part I)

PROVIDER OF SERVICES TO CHILDREN FAMILIES WITH SPECIAL NEEDS IN PHILA & SURROUNDING COUNTIES. ACADEMY.

  • THE PHMC INTEGRATED APPROVED PRIVATE SCHOOL (APS) IS A SPECIALIZED EDUCATION SETTING FOR EMOTIONALLY DISTURBED, LEARNING DISABLED STUDENTS AGES 5 THROUGH 21 WHO HAVE HAD DIFFICULTY ACHIEVING IN A TRADITIONAL CLASSROOM SETTING. THE APS, OPERATING AS FAIRWOLD ACADEMY, OFFERS SMALL CLASS SIZE AND AN ARRAY OF SPECIALIZED SUPPORT SERVICES THAT ENHANCE THE LEARNING EXPERIENCE AND PRODUCE POSITIVE OUTCOMES FOR STUDENTS. PHMC INTEGRATED'S APS IS FUNDED BY THE PA DEPARTMENT OF EDUCATION AND LOCAL SCHOOL DISTRICTS WHO REFER STUDENTS TO THE PROGRAM. PHMC INTEGRATED'S APS EDUCATED 148 STUDENTS IN FISCAL YEAR 2024. PHMC INTEGRATED'S SPIRIT PROGRAM EDUCATES STUDENTS AGES 7 THROUGH 21 WHO HAVE INTELLECTUAL DISABILITIES, DEVELOPMENTAL DELAYS, EMOTIONAL CHALLENGES BEHAVIORAL DIFFICULTIES AND AUTISM SPECTRUM DISORDERS. THE SPIRIT PROGRAM IS FUNDED BY LOCAL SCHOOL DISTRICTS WHO REFER STUDENTS TO THE PROGRAM.

    Expenses $13,955,005 · Revenue $16,059,686

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Cohen

    Board Member

    Total calculated
    $2,298,468
    From this org
    $0
    From related orgs
    $2,248,277
    Other
    $50,191
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,087,484 related
    Bonus
    $0 + $1,155,580 related
    Other
    $0 + $5,213 related
    Deferred
    $0 + $37,100 related
    Nontaxable benefits
    $0 + $13,091 related
    Filer's total
    $0 + $2,298,468 related

  • Lauren Lambrugo

    SECRETARY

    Total calculated
    $719,223
    From this org
    $0
    From related orgs
    $654,757
    Other
    $64,466
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,348 related
    Bonus
    $0 + $119,989 related
    Other
    $0 + $2,420 related
    Deferred
    $0 + $39,036 related
    Nontaxable benefits
    $0 + $25,430 related
    Filer's total
    $0 + $719,223 related

  • Jill Schulson

    Board Member

    Total calculated
    $696,119
    From this org
    $0
    From related orgs
    $640,361
    Other
    $55,758
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $513,034 related
    Bonus
    $0 + $125,032 related
    Other
    $0 + $2,295 related
    Deferred
    $0 + $36,061 related
    Nontaxable benefits
    $0 + $19,697 related
    Filer's total
    $0 + $696,119 related

  • Michael Pearson

    President

    Total calculated
    $380,893
    From this org
    $0
    From related orgs
    $380,893
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,157 related
    Bonus
    $0
    Other
    $0 + $1,736 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $380,893 related

  • Maria Kreiter

    EXECUTIVE DIRECTOR

    Total calculated
    $197,860
    From this org
    $169,098
    From related orgs
    $0
    Other
    $28,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,999
    Bonus
    $11,700
    Other
    $1,399
    Deferred
    $6,689
    Nontaxable benefits
    $22,073
    Filer's total
    $197,860

  • Cherie Mercer

    Dir. Curriculum & Instruction

    Total calculated
    $167,432
    From this org
    $148,958
    From related orgs
    $0
    Other
    $18,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,496
    Bonus
    $14,055
    Other
    $407
    Deferred
    $6,138
    Nontaxable benefits
    $12,336
    Filer's total
    $167,432

  • Amy Grossman

    dir. admissions

    Total calculated
    $149,965
    From this org
    $133,174
    From related orgs
    $0
    Other
    $16,791
    Hours/week
    40

  • Sean Parker

    employee

    Total calculated
    $104,848
    From this org
    $104,310
    From related orgs
    $0
    Other
    $538
    Hours/week
    40

  • Marino Puliti

    TREASURER

    Total calculated
    $11,375
    From this org
    $0
    From related orgs
    $11,375
    Other
    $0
    Hours/week
    1 + 39 related

  • Tom Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Samuel Patterson

    Board member

    Total calculated
    $0
    Hours/week
    1 + 9 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B:
CURRENT YEAR CONTRIBUTIONS - SUPPLMENTAL NONQUALIFIED RETIREMENT PLAN RICHARD COHEN - $152,988(SERP) & $22,500 (457(B)) LAUREN LAMBRUGO - $46,725(SERP) & $22,500 (457(B)) JILL SCHULSON - $43,306(SERP) & $22,500 (457(B)) PHMC STAFF EVALUATIONS ARE BASED UPON A PERFORMANCE MANAGEMENT SYSTEM WHICH ESTABLISHES MILESTONES, OBJECTIVES, COMPETENCIES, AND RATES ACCORDINGLY. IN ADDITION, AN EXECUTIVE BONUS PLAN WAS APPROVED BY THE BOARD PERSONNEL COMMITTEE AND APPLIES TO PHMC MANAGING DIRECTORS AND ABOVE. THIS PLAN IS DESIGNED TOWARDS BOTH INDIVIDUAL AND OVERALL PERFORMANCE AND IS BASED UPON PERFORMANCE CRITERIA WHICH RECOGNIZE BOTH SPECIFIC PROGRAM/COMPONENT/AFFILIATE GOALS AND OVERALL PHMC FINANCIAL/ADMINISTRATIVE GOALS.
PART I, LINE 5 and 6:
PHMC STAFF EVALUATIONS ARE BASED UPON A PERFORMANCE MANAGEMENT SYSTEM WHICH ESTABLISHES MILESTONES, OBJECTIVES, COMPETENCIES, AND RATES ACCORDINGLY. IN ADDITION, AN EXECUTIVE BONUS PLAN WAS APPROVED BY THE BOARD PERSONNEL COMMITTEE AND APPLIES TO PHMC MANAGING DIRECTORS AND ABOVE. THIS PLAN IS DESIGNED TOWARDS BOTH INDIVIDUAL AND OVERALL PERFORMANCE AND IS BASED UPON PERFORMANCE CRITERIA WHICH RECOGNIZE BOTH SPECIFIC PROGRAM/COMPONENT/AFFILIATE GOALS AND OVERALL PHMC FINANCIAL/ADMINISTRATIVE GOALS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PHMC 4601 INC

    C Corp · REAL ESTATE HOLDI · DE · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by PHMC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349306586

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