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← PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO

Form 990 for tax year 2022

Filed by PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO.

Totals

Total revenue
$9,098,365
Total expenses
$9,165,201
Contributions and grants received
$7,800,339
Grants paid
$5,454,798
Program service revenue
$1,285,476
Investment income
$0
Other revenue
$12,550
Total assets, end of year
$3,670,048
Total liabilities, end of year
$1,621,767
Net assets or fund balances, end of year
$2,048,281
Program services expenses (Part IX)
$7,666,213
Management and general expenses
$1,489,024
Fundraising expenses
$9,964
Program service expenses (Part III)
$7,666,213

Program services were 83.6% 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)

    $2,849,545

  • 1f · All other contributions, gifts and grants

    $4,950,794

  • 2a · Program service revenue: MANAGEMENT FEE

    total $1,285,476 · related or exempt $1,285,476

  • 3 · Investment income

    total $0

  • 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 INCOME

    total $12,550 · related or exempt $12,550

  • 11e · Other revenue, total

    $12,550

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,454,798 · program services $5,454,798

  • 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 $441,300 · program services $88,260 · management and general $353,040

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,381,822 · program services $967,383 · management and general $414,439

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $256,828 · program services $132,294 · management and general $124,534

  • 10 · Payroll taxes

    total $185,933 · program services $81,661 · management and general $104,272

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $30,096 · management and general $30,096

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $355,920 · program services $320,534 · management and general $27,313 · fundraising $8,073

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $238,957 · program services $49,178 · management and general $189,779

  • 17 · Travel

    total $11,452 · program services $6,652 · management and general $4,800

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $15,576 · management and general $15,576

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $47,274 · management and general $47,274

  • 23 · Insurance

    total $24,552 · management and general $24,552

  • 24a · Other expenses: OPERATING AND TECHNICAL

    total $69,677 · program services $55,049 · management and general $14,628

  • 24b · Other expenses: CONSULTING FEES

    total $651,016 · program services $510,404 · management and general $138,721 · fundraising $1,891

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $538,156 · end of year $484,653

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $2,171,376 · end of year $2,663,771

  • 4 · Accounts receivable

    beginning of year $327,394 · end of year $57,704

  • 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 $6,000 · end of year $76,616

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

    $295,518

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

    $276,816

  • 10c · Land, buildings and equipment, net

    beginning of year $65,978 · end of year $18,702

  • 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 $0 · end of year $368,602

  • 17 · Accounts payable and accrued expenses

    beginning of year $977,333 · end of year $1,245,604

  • 18 · Grants payable

    beginning of year $4,226 · end of year $4,226

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 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 $12,228 · end of year $371,937

  • 27 · Net assets without donor restrictions

    beginning of year $922,495 · end of year $947,001

  • 28 · Net assets with donor restrictions

    beginning of year $1,192,622 · end of year $1,101,280

Mission and programs · 2022

Mission

PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO (PHIMC) ENHANCES THE CAPACITY OF PUBLIC HEALTH AND HEALTHCARE SYSTEMS TO PROMOTE HEALTH EQUITY AND EXPAND ACCESS TO SERVICES. THROUGH ORGANIZATIONAL DEVELOPMENT, SYSTEM TRANSFORMATION, FISCAL MANAGEMENT, AND PROGRAM IMPLEMENTATION, PHIMC LEADS EFFORTS TO STRENGTHEN PUBLIC HEALTH INFRASTRUCTURE IN ILLINOIS.

Activities or mission (Part I)

See Schedule O.

  • HIV PREVENTION - PHIMC funds and monitors high impact, targeted HIV prevention services delivered by 14 partner agencies in Suburban Cook on behalf of the Illinois Department of Public Health. Through this project, PHIMC provides capacity building training and technical assistance focused on improving service delivery to all providers. PHIMC also works to expand routine, opt-out HIV testing within general medical settings throughout Illinois, supports the sustainability of routine testing through billing and reimbursement strategies, and provides training and technical assistance to improve medical and social services for people living with HIV/AIDS. PHIMC also provides regional implementation of state funding for 14 partner agencies.

    Expenses $1,677,600 · Grants $984,176 · Revenue $1,757,881

  • WORKFORCE DEVELOPMENT - PHIMC WORKS WITH THE NATIONAL HEALTH CORPS CHICAGO TO FOSTER HEALTHY COMMUNITIES BY CONNECTING THOSE WHO NEED IT MOST WITH HEALTH AND WELLNESS EDUCATION, BENEFITS, AND SERVICES WHILE DEVELOPING TOMORROW'S COMPASSIONATE HEALTH LEADERS. NATIONAL HEALTH CORPS CHICAGO, A PROGRAM OF NHC, IS ADMINISTERED BY HEALTH FEDERATION OF PHILADELPHIA (HFP) AND IMPLEMENTED BY PHIMC.

    Expenses $400,692 · Revenue $385,816

  • HEALTH JUSTICE - PHIMC'S COMMUNITY REENTRY PROJECT PROVIDES COMPREHENSIVE MEDICAL AND SOCIAL SERVICES TO INDIVIDUALS LIVING WITH, AND AT HIGH RISK FOR, HIV AS THEY TRANSITION FROM INCARCERATION TO COMMUNITY. THROUGH THIS PROJECT, PHIMC PROVIDES TECHNICAL SUPPORT TO PUBLIC HEALTH PROFESSIONALS AND SOCIAL SERVICE PROVIDERS TO IDENTIFY AND ADDRESS THE NEEDS OF THE TARGET POPULATION.

    Expenses $481,796 · Grants $210,102 · Revenue $500,062

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Karen Reitan

    CEO/President

    Total calculated
    $170,723
    From this org
    $155,262
    From related orgs
    $0
    Other
    $15,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,262
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $15,461
    Filer's total
    $170,723

  • Blair Harvey

    Chief Strategy Officer

    Total calculated
    $135,762
    From this org
    $124,977
    From related orgs
    $0
    Other
    $10,785
    Hours/week
    40

  • Vivian Funches

    CFO - PHIMC

    Total calculated
    $134,814
    From this org
    $117,166
    From related orgs
    $0
    Other
    $17,648
    Hours/week
    40

  • Jamie Dircksen

    Treasurer

    Total calculated
    $0
    Hours/week
    40

  • Melissa Ockerman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mildred Williamson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Aisha Davis

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mary Morten

    Recorder

    Total calculated
    $0
    Hours/week
    4

  • Casey Horton

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sidney Thomas

    President

    Total calculated
    $0
    Hours/week
    4

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349319369

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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