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Nonprofiteer
← THE INSTITUTE FOR FAMILY HEALTH

Form 990 for tax year 2023

Filed by THE INSTITUTE FOR FAMILY HEALTH.

Totals

Total revenue
$167,059,862
Total expenses
$179,137,890
Contributions and grants received
$45,595,432
Grants paid
$0
Program service revenue
$118,292,969
Investment income
$1,682,597
Other revenue
$1,488,864
Total assets, end of year
$180,872,945
Total liabilities, end of year
$111,804,469
Net assets or fund balances, end of year
$69,068,476
Program services expenses (Part IX)
$141,571,769
Management and general expenses
$35,956,543
Fundraising expenses
$1,609,578
Program service expenses (Part III)
$141,571,769

Program services were 79.0% 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.

  • 1e · Government grants (contributions)

    $36,462,036

  • 1f · All other contributions, gifts and grants

    $9,133,396

  • 1g · Noncash contributions included above

    $1,570,223

  • 2a · Program service revenue: MEDICAID & MEDICAID MANAGED CARE

    total $32,519,597 · related or exempt $32,519,597

  • 2b · Program service revenue: NEW YORK STATE MEDICAID MANAGED C

    total $14,254,735 · related or exempt $14,254,735

  • 2c · Program service revenue: 340B PHARMACY REVENUE

    total $10,769,905 · related or exempt $10,769,905

  • 2d · Program service revenue: NYRX PAYMENT

    total $10,250,569 · related or exempt $10,250,569

  • 2e · Program service revenue: MEDICARE AND MEDICARE MANAGED CAR

    total $10,107,207 · related or exempt $10,107,207

  • 2f · All other program service revenue

    total $40,390,956 · related or exempt $40,390,956

  • 3 · Investment income

    total $1,686,633 · excluded $1,686,633

  • 6a · Gross rents

    real property $520,453

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $520,453

  • 6d · Net rental income or loss

    total $520,453 · excluded $520,453

  • 7b · Less cost or other basis and sales expenses

    securities $4,036

  • 7c · Gain or loss

    securities -$4,036

  • 7d · Net gain or loss

    total -$4,036 · excluded -$4,036

  • 11a · Other revenue: STOP LOSS INSURANCE

    total $394,730 · related or exempt $394,730

  • 11b · Other revenue: REFUND/REIMBURSEMENTS

    total $262,346 · related or exempt $262,346

  • 11c · Other revenue: PHYSICIAN INCENTIVES

    total $20,703 · related or exempt $20,703

  • 11d · All other revenue

    total $290,632 · related or exempt $290,632

  • 11e · Other revenue, total

    $968,411

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,919,644 · program services $3,149,298 · management and general $732,285 · fundraising $38,061

  • 7 · Other salaries and wages

    total $99,523,361 · program services $79,963,582 · management and general $18,593,379 · fundraising $966,400

  • 8 · Pension plan contributions

    total $1,613,785 · program services $1,296,621 · management and general $301,494 · fundraising $15,670

  • 9 · Other employee benefits

    total $16,174,529 · program services $12,995,674 · management and general $3,021,795 · fundraising $157,060

  • 10 · Payroll taxes

    total $7,280,265 · program services $5,849,442 · management and general $1,360,130 · fundraising $70,693

  • 11b · Fees: legal

    total $286,629 · management and general $286,629

  • 11c · Fees: accounting

    total $235,786 · management and general $235,786

  • 11d · Fees: lobbying

    total $62,386 · management and general $62,386

  • 11f · Fees: investment management

    total $56,598 · management and general $56,598

  • 11g · Fees: other

    total $7,978,253 · program services $4,834,722 · management and general $3,120,690 · fundraising $22,841

  • 13 · Office expenses

    total $4,969,798 · program services $3,599,455 · management and general $1,328,879 · fundraising $41,464

  • 14 · Information technology

    total $3,140,711 · program services $929,677 · management and general $2,196,059 · fundraising $14,975

  • 16 · Occupancy

    total $6,462,504 · program services $5,098,450 · management and general $1,364,054

  • 17 · Travel

    total $217,092 · program services $183,105 · management and general $33,070 · fundraising $917

  • 19 · Conferences, conventions and meetings

    total $710,349 · program services $393,733 · management and general $293,047 · fundraising $23,569

  • 20 · Interest

    total $852,399 · program services $672,481 · management and general $179,918

  • 22 · Depreciation, depletion and amortization

    total $2,362,899 · program services $1,864,156 · management and general $498,743

  • 23 · Insurance

    total $447,189 · program services $265,518 · management and general $181,671

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $19,695,784 · program services $19,695,784

  • 24b · Other expenses: RECRUTMENT FEES

    total $1,067,867 · management and general $1,059,282 · fundraising $8,585

  • 24c · Other expenses: DUES, LICENSES & PUBLIC

    total $610,669 · program services $103,322 · management and general $435,226 · fundraising $72,121

  • 24d · Other expenses: EQUIPMENT RENTAL & MAIN

    total $484,101 · program services $377,120 · management and general $100,895 · fundraising $6,086

  • 24e · All other expenses

    total $985,292 · program services $299,629 · management and general $514,527 · fundraising $171,136

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,050,224 · end of year $3,381,816

  • 2 · Savings and temporary cash investments

    beginning of year $20,951,296 · end of year $27,754,963

  • 3 · Pledges and grants receivable

    beginning of year $9,465,558 · end of year $4,999,688

  • 4 · Accounts receivable

    beginning of year $14,180,000 · end of year $15,115,872

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,129,895 · end of year $888,158

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

    $86,042,163

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

    $37,068,986

  • 10c · Land, buildings and equipment, net

    beginning of year $44,895,381 · end of year $48,973,177

  • 11 · Investments: publicly traded securities

    beginning of year $21,688,325 · end of year $24,733,652

  • 12 · Investments: other securities

    beginning of year $1,721,229 · end of year $2,720,010

  • 14 · Intangible assets

    beginning of year $38,190,164 · end of year $51,991,326

  • 15 · Other assets

    beginning of year $1,087,018 · end of year $314,283

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,018,451 · end of year $14,961,005

  • 19 · Deferred revenue

    beginning of year $1,078,972 · end of year $5,247,247

  • 23 · Secured mortgages and notes payable

    beginning of year $17,313,819 · end of year $16,304,947

  • 25 · Other liabilities

    beginning of year $55,213,615 · end of year $75,291,270

  • 27 · Net assets without donor restrictions

    beginning of year $69,698,745 · end of year $68,988,116

  • 28 · Net assets with donor restrictions

    beginning of year $8,035,488 · end of year $80,360

Mission and programs · 2023

Mission

TO PROVIDE MEDICAL, DENTAL AND PSYCHOSOCIAL SERVICES THROUGH THE DEVELOPMENT AND OPERATION OF FAMILY PRACTICE HEALTH CENTERS LOCATED IN MANHATTAN, BRONX, DUTCHESS AND ULSTER COUNTY. IN ADDITION, THE ORGANIZATION RUNS THREE FAMILY PRACTICE RESIDENCY PROGRAMS.

  • THE INSTITUTE FOR FAMILY HEALTH PROVIDES PRIMARY MEDICAL AND DENTAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2023, THE INSTITUTE'S MEDICAL AND DENTAL PROVIDERS PROVIDED APPROXIMATELY 476,491 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 453,078 WERE BILLABLE VISITS TO OVER 102,025 INDIVIDUAL USERS.

    Expenses $111,782,740 · Revenue $68,910,242

  • THE INSTITUTE FOR FAMILY HEALTH PROVIDES PRIMARY PSYCHOSOCIAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2023, THE INSTITUTE'S BEHANVIORAL HEALTH PROVIDERS PROVIDED APPROXIMATELY 142,127 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 140,498 WERE BILLABLE VISITS TO OVER 12,969 INDIVIDUAL USERS.

    Expenses $21,525,392 · Revenue $37,685,699

  • TO PREPARE FAMILY PHYSICIANS TO SERVE AS LEADERS IN THE HEALTHCARE INDUSTRY, THE RESIDENCY PROGRAMS BUILDS ON THE COMPREHENSIVENESS OF FAMILY PRACTICE WITH AN EMPHASIS ON THE PARTICULAR NEEDS OF THE MEDICALLY UNDERSERVED COMMUNITY. THE INSTITUTE CURRENTLY TRAINS THE FAMILY PHYSICIAN RESIDENTS OF MT. SINAI/BETH ISRAEL AT OUR 17TH STREET SITE. IN ADDITION, THE INSTITUTE HAS THEIR OWN RESIDENCY PROGRAM LOCATED IN THEIR UPSTATE SITES AND THEIR SITE IN HARLEM.

    Expenses $8,263,637 · Revenue $12,665,439

As filed on the 2023 return.

Listed in Part VII

  • Andrea Zakin-Amano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carole Furman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Thelwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Billings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Asubonteng

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathleen O'Donnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Blatchley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ollie Brown-Carrington

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Samuel Santiago

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Kelley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tina Goodrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caroline Dicioccio

    VP & CHIEF FINANCIAL OFFICER

    Total calculated
    $250,441
    From this org
    $235,947
    From related orgs
    $0
    Other
    $14,494
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $234,947
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,309
    Nontaxable benefits
    $7,185
    Filer's total
    $250,441

  • Elizabeth Lever

    VP & CHIEF INFORMATION OFFICER

    Total calculated
    $236,121
    From this org
    $219,091
    From related orgs
    $0
    Other
    $17,030
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $218,091
    Bonus
    $1,000
    Other
    $0
    Deferred
    $6,693
    Nontaxable benefits
    $10,337
    Filer's total
    $236,121

  • Neil Calman

    PRESIDENT & CEO

    Total calculated
    $751,086
    From this org
    $714,639
    From related orgs
    $0
    Other
    $36,447
    Hours/week
    37.5 + 2 related

    Schedule J breakdown matched by us

    Base
    $709,751
    Bonus
    $1,000
    Other
    $3,888
    Deferred
    $9,900
    Nontaxable benefits
    $26,547
    Filer's total
    $751,086

  • Robert Schiller

    SVP CHIEF ACADEMIC OFFICER

    Total calculated
    $484,766
    From this org
    $474,866
    From related orgs
    $0
    Other
    $9,900
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $473,866
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $0
    Filer's total
    $484,766

  • Tracey Ochsenreiter

    VICE PRESIDENT AND CHIEF OPERATING OFFICER

    Total calculated
    $235,013
    From this org
    $221,517
    From related orgs
    $0
    Other
    $13,496
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $220,517
    Bonus
    $1,000
    Other
    $0
    Deferred
    $2,881
    Nontaxable benefits
    $10,615
    Filer's total
    $235,013

  • Abigail J Herron

    VP & CHIEF BEHAVIORAL HEALTH OFFICER

    Total calculated
    $339,434
    From this org
    $306,413
    From related orgs
    $0
    Other
    $33,021
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $305,513
    Bonus
    $900
    Other
    $0
    Deferred
    $7,980
    Nontaxable benefits
    $25,041
    Filer's total
    $339,434

  • Eric Gayle

    SVP, CHIEF MEDICAL OFFICE

    Total calculated
    $335,692
    From this org
    $299,911
    From related orgs
    $0
    Other
    $35,781
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $298,911
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,421
    Nontaxable benefits
    $26,360
    Filer's total
    $335,692

  • Kwame Kitson

    VP COMPLIANCE & QUALITY IMPROVEMENT

    Total calculated
    $280,229
    From this org
    $255,005
    From related orgs
    $0
    Other
    $25,224
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $254,005
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,824
    Nontaxable benefits
    $17,400
    Filer's total
    $280,229

  • Maxine Golub

    SVP & CHIEF DEVELOPMENT OFFICER

    Total calculated
    $284,721
    From this org
    $256,193
    From related orgs
    $0
    Other
    $28,528
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $255,193
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,977
    Nontaxable benefits
    $20,551
    Filer's total
    $284,721

  • Michelle Penny

    VP OF CLINICAL ADMINISTRATION

    Total calculated
    $221,894
    From this org
    $188,561
    From related orgs
    $0
    Other
    $33,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,561
    Bonus
    $1,000
    Other
    $0
    Deferred
    $6,090
    Nontaxable benefits
    $27,243
    Filer's total
    $221,894

  • Nicole Nurse

    SVP & CHIEF HUMAN RESOURCE

    Total calculated
    $246,595
    From this org
    $218,765
    From related orgs
    $0
    Other
    $27,830
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $212,973
    Bonus
    $1,000
    Other
    $4,792
    Deferred
    $6,858
    Nontaxable benefits
    $20,972
    Filer's total
    $246,595

  • Sarah Nosal

    VP FOR INNOVATION AND OPTIMIZATION

    Total calculated
    $253,652
    From this org
    $239,041
    From related orgs
    $0
    Other
    $14,611
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $238,041
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,272
    Nontaxable benefits
    $7,339
    Filer's total
    $253,652

  • Augustus Bentsi-Barnes

    OB/GYN PHYSICIAN

    Total calculated
    $338,271
    From this org
    $310,440
    From related orgs
    $0
    Other
    $27,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,440
    Bonus
    $0
    Other
    $0
    Deferred
    $9,542
    Nontaxable benefits
    $18,289
    Filer's total
    $338,271

  • Marek Balutowski

    PHYSICIAN

    Total calculated
    $312,288
    From this org
    $292,972
    From related orgs
    $0
    Other
    $19,316
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,972
    Bonus
    $1,000
    Other
    $0
    Deferred
    $8,828
    Nontaxable benefits
    $10,488
    Filer's total
    $312,288

  • Marta Sanchez

    MEDICAL DIRECTOR

    Total calculated
    $295,789
    From this org
    $289,989
    From related orgs
    $0
    Other
    $5,800
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $289,989
    Bonus
    $0
    Other
    $0
    Deferred
    $5,800
    Nontaxable benefits
    $0
    Filer's total
    $295,789

  • Megan McMullan

    DIRECTOR OF RESIDENCY PROGRAM

    Total calculated
    $305,538
    From this org
    $296,639
    From related orgs
    $0
    Other
    $8,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,639
    Bonus
    $1,000
    Other
    $0
    Deferred
    $8,899
    Nontaxable benefits
    $0
    Filer's total
    $305,538

  • Walter Woodley

    MEDICAL DIRECTOR

    Total calculated
    $360,610
    From this org
    $333,406
    From related orgs
    $0
    Other
    $27,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,406
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $17,304
    Filer's total
    $360,610

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
INCLUDED IN COLUMN B(II) OF PART II ARE BONUS AMOUNTS. THESE AMOUNTS WERE APPROVED BY THE BOARD, AND INCLUDED ON THE INDIVIDUALS 2023 W-2.

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.

  • IFH FOUNDATION

    501(C)(3) · FIN TECH AND PROPERT MGMT TO IFH · NY · controlled entity

    Directly controlled by THE INSTITUTE FOR FAMILY HEALTH

  • THE MID-HUDSON FAMILY HEALTH

    501(C)(3) · TO SUPPORT THE OPERATIONS OF IFH · NY · controlled entity

    Directly controlled by THE INSTITUTE FOR FAMILY HEALTH

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FAMILY HEALTH CENTER OF NEW PALTZ PROPERTIES LLC

    HOLDS REAL ESTATE · DE · income $0 · assets $186,224

    Directly controlled by THE INSTITUTE FOR FAMILY HEALTH

  • 481 IFH INVESTMENT FUND LLC

    HOLDS REAL ESTATE · DE · income $0 · assets $0

    Directly controlled by THE INSTITUTE FOR FAMILY HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349306464

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