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Nonprofiteer
← THE INSTITUTE FOR FAMILY HEALTH

Form 990 for tax year 2022

Filed by THE INSTITUTE FOR FAMILY HEALTH.

Totals

Total revenue
$169,383,309
Total expenses
$162,365,015
Contributions and grants received
$60,336,963
Grants paid
$0
Program service revenue
$106,950,636
Investment income
$746,530
Other revenue
$1,349,180
Total assets, end of year
$164,359,090
Total liabilities, end of year
$86,624,857
Net assets or fund balances, end of year
$77,734,233
Program services expenses (Part IX)
$128,019,092
Management and general expenses
$33,121,101
Fundraising expenses
$1,224,822
Program service expenses (Part III)
$128,019,092

Program services were 78.8% 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)

    $47,883,105

  • 1f · All other contributions, gifts and grants

    $12,453,858

  • 1g · Noncash contributions included above

    $1,395,725

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

    total $31,875,137 · related or exempt $31,875,137

  • 2b · Program service revenue: NYS MEDICAID MANAGED CARE WRAPARO

    total $18,109,082 · related or exempt $18,109,082

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

    total $11,217,445 · related or exempt $11,217,445

  • 2d · Program service revenue: MEDICARE & MEDICARE MANAGED CARE

    total $10,130,018 · related or exempt $10,130,018

  • 2e · Program service revenue: HOSPITAL SERVICE CONTRACT

    total $6,481,011 · related or exempt $6,481,011

  • 2f · All other program service revenue

    total $29,137,943 · related or exempt $29,137,943

  • 3 · Investment income

    total $746,722 · excluded $746,722

  • 6a · Gross rents

    real property $677,210

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $677,210

  • 6d · Net rental income or loss

    total $677,210 · excluded $677,210

  • 7a · Gross sales of assets other than inventory

    securities $60,490

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

    securities $60,682

  • 7c · Gain or loss

    securities -$192

  • 7d · Net gain or loss

    total -$192 · excluded -$192

  • 11d · All other revenue

    total $671,970 · related or exempt $671,970

  • 11e · Other revenue, total

    $671,970

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,306,587 · program services $2,660,717 · management and general $619,158 · fundraising $26,712

  • 6 · Compensation of disqualified persons

    total $30,152 · program services $24,262 · management and general $5,646 · fundraising $244

  • 7 · Other salaries and wages

    total $91,518,041 · program services $73,641,969 · management and general $17,136,747 · fundraising $739,325

  • 8 · Pension plan contributions

    total $1,444,129 · program services $1,162,050 · management and general $270,413 · fundraising $11,666

  • 9 · Other employee benefits

    total $12,051,183 · program services $9,697,243 · management and general $2,256,584 · fundraising $97,356

  • 10 · Payroll taxes

    total $6,615,688 · program services $5,323,456 · management and general $1,238,787 · fundraising $53,445

  • 11b · Fees: legal

    total $125,977 · management and general $125,977

  • 11c · Fees: accounting

    total $287,454 · management and general $287,454

  • 11d · Fees: lobbying

    total $48,962 · management and general $48,962

  • 11f · Fees: investment management

    total $57,424 · management and general $57,424

  • 11g · Fees: other

    total $7,670,522 · program services $4,866,696 · management and general $2,706,650 · fundraising $97,176

  • 13 · Office expenses

    total $4,938,645 · program services $3,384,587 · management and general $1,471,666 · fundraising $82,392

  • 14 · Information technology

    total $4,063,107 · program services $952,757 · management and general $3,094,655 · fundraising $15,695

  • 16 · Occupancy

    total $6,152,816 · program services $5,532,567 · management and general $620,249

  • 17 · Travel

    total $71,984 · program services $47,529 · management and general $16,650 · fundraising $7,805

  • 19 · Conferences, conventions and meetings

    total $627,318 · program services $392,520 · management and general $227,230 · fundraising $7,568

  • 20 · Interest

    total $900,347 · program services $712,180 · management and general $188,167

  • 22 · Depreciation, depletion and amortization

    total $2,312,492 · program services $1,557,049 · management and general $755,443

  • 23 · Insurance

    total $383,560 · program services $224,864 · management and general $158,696

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $17,068,993 · program services $17,068,993

  • 24b · Other expenses: TRAINING & RECRUTMENT F

    total $1,110,960 · management and general $1,109,470 · fundraising $1,490

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

    total $602,821 · program services $73,471 · management and general $508,721 · fundraising $20,629

  • 24d · Other expenses: EQUIPMENT RENTAL & MAIN

    total $590,441 · program services $513,736 · management and general $76,705

  • 24e · All other expenses

    total $385,412 · program services $182,446 · management and general $139,647 · fundraising $63,319

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,558,388 · end of year $31,283,100

  • 2 · Savings and temporary cash investments

    beginning of year $4,862,702 · end of year $718,420

  • 3 · Pledges and grants receivable

    beginning of year $7,079,466 · end of year $9,465,558

  • 4 · Accounts receivable

    beginning of year $9,747,441 · end of year $14,180,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $938,671 · end of year $1,129,895

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

    $79,704,952

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

    $34,809,571

  • 10c · Land, buildings and equipment, net

    beginning of year $39,836,224 · end of year $44,895,381

  • 11 · Investments: publicly traded securities

    beginning of year $25,744,015 · end of year $21,688,325

  • 12 · Investments: other securities

    beginning of year $1,231,393 · end of year $1,721,229

  • 14 · Intangible assets

    beginning of year $2,998,806 · end of year $38,190,164

  • 15 · Other assets

    beginning of year $1,596,908 · end of year $1,087,018

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,790,211 · end of year $13,018,451

  • 19 · Deferred revenue

    beginning of year $2,995,583 · end of year $1,078,972

  • 23 · Secured mortgages and notes payable

    beginning of year $28,277,386 · end of year $17,313,819

  • 25 · Other liabilities

    beginning of year $19,819,744 · end of year $55,213,615

  • 27 · Net assets without donor restrictions

    beginning of year $66,401,406 · end of year $69,698,745

  • 28 · Net assets with donor restrictions

    beginning of year $8,309,684 · end of year $8,035,488

Mission and programs · 2022

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, 2022, THE INSTITUTE'S MEDICAL AND DENTAL PROVIDERS PROVIDED APPROXIMATELY 479,576 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 453,907 WERE BILLABLE VISITS TO OVER 100,029 INDIVIDUAL USERS.

    Expenses $108,062,041 · Revenue $81,678,832

  • THE INSTITUTE FOR FAMILY HEALTH PROVIDES PRIMARY PSYCHOSOCIAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2022, THE INSTITUTE'S BEHANVIORAL HEALTH PROVIDERS PROVIDED APPROXIMATELY 129,477 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 127,896 WERE BILLABLE VISITS TO OVER 13,723 INDIVIDUAL USERS.

    Expenses $10,645,802 · Revenue $18,999,101

  • 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 $9,311,249 · Revenue $6,944,673

As filed on the 2022 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
    $233,318
    From this org
    $219,220
    From related orgs
    $0
    Other
    $14,098
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $218,220
    Bonus
    $1,000
    Other
    $0
    Deferred
    $6,818
    Nontaxable benefits
    $7,280
    Filer's total
    $233,318

  • Elizabeth Lever

    VP & CHIEF INFORMATION OFFICER

    Total calculated
    $202,280
    From this org
    $185,565
    From related orgs
    $0
    Other
    $16,715
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $184,565
    Bonus
    $1,000
    Other
    $0
    Deferred
    $5,676
    Nontaxable benefits
    $11,039
    Filer's total
    $202,280

  • Neil Calman

    PRESIDENT & CEO

    Total calculated
    $755,800
    From this org
    $726,986
    From related orgs
    $0
    Other
    $28,814
    Hours/week
    37.5 + 2 related

    Schedule J breakdown matched by us

    Base
    $723,061
    Bonus
    $1,000
    Other
    $2,925
    Deferred
    $9,150
    Nontaxable benefits
    $19,664
    Filer's total
    $755,800

  • Robert Schiller

    SVP CHIEF ACADEMIC OFFICER & DESIGNATED INSTITUT

    Total calculated
    $467,142
    From this org
    $457,992
    From related orgs
    $0
    Other
    $9,150
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $456,992
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $0
    Filer's total
    $467,142

  • Abigail J Herron

    VP & CHIEF BEHAVIORAL HEALTH OFFICER

    Total calculated
    $336,708
    From this org
    $310,867
    From related orgs
    $0
    Other
    $25,841
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $310,067
    Bonus
    $800
    Other
    $0
    Deferred
    $7,625
    Nontaxable benefits
    $18,216
    Filer's total
    $336,708

  • Eric Gayle

    SVP, CHIEF MEDICAL OFFICER

    Total calculated
    $318,521
    From this org
    $290,080
    From related orgs
    $0
    Other
    $28,441
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $289,080
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,133
    Nontaxable benefits
    $19,308
    Filer's total
    $318,521

  • Kwame Kitson

    VP COMPLIANCE & QUALITY IMPROVEMENT

    Total calculated
    $268,656
    From this org
    $247,804
    From related orgs
    $0
    Other
    $20,852
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $246,804
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,584
    Nontaxable benefits
    $13,268
    Filer's total
    $268,656

  • Maxine Golub

    SVP & CHIEF DEVELOPMENT OFFICER

    Total calculated
    $270,906
    From this org
    $242,885
    From related orgs
    $0
    Other
    $28,021
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $241,885
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,657
    Nontaxable benefits
    $20,364
    Filer's total
    $270,906

  • Nicole Nurse

    SVP & CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $210,992
    From this org
    $189,242
    From related orgs
    $0
    Other
    $21,750
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $183,867
    Bonus
    $1,000
    Other
    $4,375
    Deferred
    $5,795
    Nontaxable benefits
    $15,955
    Filer's total
    $210,992

  • Sarah Nosal

    VP FOR INNOVATION AND OPTIMIZATION

    Total calculated
    $242,270
    From this org
    $234,614
    From related orgs
    $0
    Other
    $7,656
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $234,614
    Bonus
    $0
    Other
    $0
    Deferred
    $7,056
    Nontaxable benefits
    $600
    Filer's total
    $242,270

  • Augustus Bentsi-Barnes

    OB/GYN PHYSICIAN

    Total calculated
    $345,804
    From this org
    $322,369
    From related orgs
    $0
    Other
    $23,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,369
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $14,285
    Filer's total
    $345,804

  • Dominique Delma

    MEDICAL DIRECTOR

    Total calculated
    $188,923
    From this org
    $184,414
    From related orgs
    $0
    Other
    $4,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,414
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,509
    Filer's total
    $188,923

  • Linda W Prine

    MEDICAL DIRECTOR

    Total calculated
    $295,139
    From this org
    $283,205
    From related orgs
    $0
    Other
    $11,934
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $283,205
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,934
    Filer's total
    $295,139

  • Megan McMullan

    DIRECTOR OF RESIDENCY PROGRAM

    Total calculated
    $301,410
    From this org
    $292,631
    From related orgs
    $0
    Other
    $8,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,631
    Bonus
    $0
    Other
    $0
    Deferred
    $8,779
    Nontaxable benefits
    $0
    Filer's total
    $301,410

  • Walter Woodley

    MEDICAL DIRECTOR

    Total calculated
    $346,031
    From this org
    $323,841
    From related orgs
    $0
    Other
    $22,190
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,841
    Bonus
    $0
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $13,040
    Filer's total
    $346,031

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 · Form 990 of other organizations
  • 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 2022 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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202343179349300414

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