2021-11-12T09:05:38-06:00 2020-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2020-01-01 133273402 THE INSTITUTE FOR FAMILY HEALTH INST 2126330800 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 NEIL S CALMAN PRESIDENT & CEO 2126330800 2021-11-11 1 NEIL CALMAN 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2021-11-01 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z NEIL S CALMAN 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 149904363 0 X WWW.INSTITUTE.ORG X 1985 NY SEE SCHEDULE O 11 11 1464 0 0 0 37784668 48236744 110193100 100277564 168555 184276 1955517 1205779 150101840 149904363 1218389 0 0 0 102898366 96756143 0 0 914212 72200160 41309513 176316915 138065656 -26215075 11838707 82409277 100065483 37645939 43014135 44763338 57051348 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. 0 0 89231181 65620939 THE INSTITUTE FO FAMILY HEALTH PROVIDES PRIMARY MEDICAL AND DENTAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2020, THE INSTITUTE'S MEDICAL AND DENTAL PROVIDERS PROVIDED APPROXIMATELY 374,435 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 350,020 WERE BILLABLE VISITS TO OVER 82,687 INDIVIDUAL USERS. 12822487 29021995 THE INSTITUTE FO FAMILY HEALTH PROVIDES PRIMARY PSYCHOSOCIAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2020, THE INSTITUTE'S BEHANVIORAL HEALTH PROVIDERS PROVIDED APPROXIMATELY 175,817 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 1701,800 WERE BILLABLE VISITS TO OVER 15,895 INDIVIDUAL USERS. 5877565 6331190 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. 107931233 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 95 0 1 1464 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X CAROLINE DICIOCCIO CFO 2126330800 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 ANDREA ZAKIN-AMANO DIRECTOR 1.00 X 0 0 0 CAROLE FURMAN DIRECTOR 1.00 X 0 0 0 JEANNE THELWELL DIRECTOR 1.00 X 0 0 0 JOHN BILLINGS DIRECTOR 1.00 X 0 0 0 JOSEPH ASUBONTENG DIRECTOR 1.00 X 0 0 0 KATHLEEN O'DONNELL DIRECTOR 1.00 X 0 0 0 MICHAEL BLATCHLEY DIRECTOR 1.00 X 0 0 0 OLLIE BROWN-CARRINGTON BOARD CHAIR 1.00 2.00 X X 0 0 0 SAMUEL SANTIAGO DIRECTOR 1.00 X 0 0 0 STEVEN KELLEY FINANCE CHAIR 1.00 X X 0 0 0 TINA GOODRICH DIRECTOR 1.00 X 0 0 0 CAROLINE DICIOCCIO VP, CHIEF FINANCIAL OFFICER 37.50 X 194358 0 11249 NEIL CALMAN PRESIDENT & CEO 37.50 X 643340 0 28214 ROBERT SCHILLER SVP CHIEF ACADEMIC OFFICER & DESIGNATED INSTITUTIO 37.50 X 377547 0 26273 ABIGAIL HERRON VP & CHIEF BEHAVIORAL HEALTH OFFICER 37.50 X 248160 0 26023 ELIZABETH LEVER VP, CHIEF INFORMATION OFFICER 37.50 X 161709 0 15493 ERIC GAYLE SVP, CHIEF MEDICAL OFFICER 37.50 X 215561 0 27646 KWAME KITSON VP COMPLIANCE & QUALITY IMPR 37.50 X 228679 0 18679 MAXINE GOLUB SVP, CHIEF DEVELOPMENT OFFICER 37.50 X 209133 0 31436 NICOLE NURSE SVP, CHIEF HUMAN RESOURCES OFFICER 37.50 X 156029 0 21619 SARAH NOSAL VP CLINICAL ADMINISTRATION 37.50 X 199959 0 6617 AUGUSTUS BENTSI-BARNES OB/GYN PHYSICIAN 37.50 X 278761 0 21768 DOMINIQUE DELMA MEDICAL DIRECTOR 37.50 X 306791 0 15821 EMANUEL AVEZBAKIYEV PHYSICIAN ASSISTANT 37.50 X 260540 0 26504 LINDA PRINE MEDICAL DIRECTOR 37.50 X 252291 0 16536 MEGAN MCMULLAN DIRECTOR OF RESIDENCY PROGRAM 37.50 X 257197 0 7716 3990055 0 301594 173 0 1 0 EPIC SYSTEMS CORP PO BOX 88314 MILWAUKEE WI 53288 HEALTHCARE INFORMATION TECHNOLOGY 1366227 INSIGHT DIRECT USA PO BOX 731069 DALLAS TX 75373 COMPUTER CONSULTING SERVICE 950399 MGI CONSTRUCTION & CONSULTING 1536 THIRD AVENUE NEW YORK NY 10028 CONSTRUCTION 901064 BUILDING SERVICES 223 WALL STREET HUNTINGTON NY 11743 CLEANING SERVICE 854403 INDECS CORPORATION 099 WALL ST W LYNDHURST NJ 07071 BENEFITS CONSULTANT 757918 28 29229270 19007474 1096950 48236744 NYS MEDICAID MANAGED CARE WRAPARO 621110 19447732 19447732 MEDICAID & MEDICAID MANAGED CARE 621110 18122246 18122246 PHARMACY REVENUE 621110 12264901 12264901 MEDICARE & MEDICARE MANAGED CARE 621110 11592902 11592902 PRIVATE INSURANCE 621110 8831758 8831758 30018025 30018025 100277564 167819 167819 509219 0 509219 509219 509219 16457 0 16457 16457 16457 OTHER REVENUE 900099 603060 603060 MEANINGFUL USE INCENTIVE 900099 93500 93500 696560 149904363 100974124 0 693495 2847724 2287736 538934 21054 75032947 60278170 14200047 554730 1218003 978490 230508 9005 12187754 9791106 2306542 90106 5469715 4394128 1035149 40438 93175 93175 258339 258339 76268 76268 6944561 3417394 3487515 39652 3588619 2245656 1269895 73068 2537348 1707200 819995 10153 5829506 4214996 1614510 319503 195724 115500 8279 48283 29578 17454 1251 1089067 690133 398934 2981698 1480910 1500788 330154 196516 133638 MEDICAL SUPPLIES 15138492 15138492 DUES, LICENSES & PUBLIC 697586 282392 396338 18856 EQUIPMENT RENTAL & MAIN 541934 391876 149904 154 BAD DEBT 144149 144149 690831 66587 576778 47466 138065656 107931233 29220211 914212 5075034 23574370 6181235 4794210 7297124 5889738 12830465 14276844 625489 809216 72091498 32167494 40735671 39924004 4452912 4989994 1271522 1254164 2998806 2998806 941019 1554137 82409277 100065483 8466070 13090003 1306644 2019376 22113024 20550821 5760201 7353935 37645939 43014135 X 37002540 49628062 7760798 7423286 44763338 57051348 82409277 100065483 11838707 449303 0 X X 0 1 X 1 1 1 X 40063771 44972865 46393619 37784668 48236744 217451667 40063771 44972865 46393619 37784668 48236744 217451667 217451667 462245 584463 1174535 713030 677038 3611311 1576887 1784510 1980479 1398504 696560 7436940 228499918 468994538 0.95160 0.94340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76268 76268 138089388 138165656 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 112500 78963 79026 76268 346757 250000 250000 375000 250000 250000 250000 750000 3634350 3634350 33270851 8312985 24957866 13536256 7638759 5897497 20170778 16215750 3955028 1479263 1479263 39924004 DUE TO AFFILIATES 664494 DUE TO THIRD-PARTY PAYORS 3708920 DEFERRED RENT 2897468 CAPITAL LEASE OBLIGATION 83053 7353935 X 150356649 449303 2983 452286 149904363 0 149904363 138651455 585799 585799 138065656 0 138065656 PART X, LINE 2: THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2020. THE INSTITUTE'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2017 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION'S REVENUE 201,510. INTERCOMPANY ELIMINATIONS -198,527. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION'S EXPENSES 784,326. INTERCOMPANY ELIMINATIONS -198,527. X 1 0 X X X X 0 0 0 0 0 0 0 0 0 NEIL CALMAN PRESIDENT & CEO 640415 0 0 0 2925 0 8550 0 19664 0 671554 0 0 0 ROBERT SCHILLER SVP CHIEF ACADEMIC OFFICER & DESIGNA 376902 0 645 0 0 0 8550 0 17723 0 403820 0 0 0 DOMINIQUE DELMA MEDICAL DIRECTOR 306791 0 0 0 0 0 7125 0 8696 0 322612 0 0 0 AUGUSTUS BENTSI-BARNES OB/GYN PHYSICIAN 278761 0 0 0 0 0 7125 0 14643 0 300529 0 0 0 EMANUEL AVEZBAKIYEV PHYSICIAN ASSISTANT 260540 0 0 0 0 0 4240 0 22264 0 287044 0 0 0 ABIGAIL HERRON VP & CHIEF BEHAVIORAL HEALTH OFFICER 248160 0 0 0 0 0 6529 0 19494 0 274183 0 0 0 LINDA PRINE MEDICAL DIRECTOR 252291 0 0 0 0 0 7664 0 8872 0 268827 0 0 0 MEGAN MCMULLAN DIRECTOR OF RESIDENCY PROGRAM 257197 0 0 0 0 0 7716 0 0 0 264913 0 0 0 KWAME KITSON VP COMPLIANCE & QUALITY IMPR 228679 0 0 0 0 0 4884 0 13795 0 247358 0 0 0 ERIC GAYLE SVP, CHIEF MEDICAL OFFICER 215561 0 0 0 0 0 6905 0 20741 0 243207 0 0 0 MAXINE GOLUB SVP, CHIEF DEVELOPMENT OFFICER 209133 0 0 0 0 0 6853 0 24583 0 240569 0 0 0 SARAH NOSAL VP CLINICAL ADMINISTRATION 199959 0 0 0 0 0 6017 0 600 0 206576 0 0 0 CAROLINE DICIOCCIO VP, CHIEF FINANCIAL OFFICER 194358 0 0 0 0 0 5029 0 6220 0 205607 0 0 0 NICOLE NURSE SVP, CHIEF HUMAN RESOURCES OFFICER 151654 0 0 0 4375 0 5039 0 16580 0 177648 0 0 0 ELIZABETH LEVER VP, CHIEF INFORMATION OFFICER 161709 0 0 0 0 0 4135 0 11358 0 177202 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES MR. NEIL CALMAN, AS PRESIDENT AND CEO, THE COST OF HIS DUES FOR HEALTH MEMBERSHIP WHICH IS TAXABLE AND REPORTED ON HIS FORM W-2. THE AMOUNT OF HEALTH MEMBERSHIP DUES IS INCLUDED ON SCHEDULE J, PART II, COLUMN B, III. CONOR WHELAN FAMILY MEMBER OF PRESIDENT AND CEO 11690 EMPLOYEE 0 SARAH LEVINE GOLUB FAMILY MEMBER OF SVP OF PLANNING & DEVELOPMENT 20620 EMPLOYEE 0 X 1 1096950 COST 0 0 0 PART I, COLUMN (B): COLUMN B RESPRESENTS NUMBER OF CONTRIBUTORS. FORM 990, PART I, LINE 1 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. FORM 990, PART VI, SECTION B, LINE 11B IFH HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY EXECUTIVE MANAGEMENT PRIOR TO THE SUBMISSION OF THE RETURN. IT IS ELECTRONICALLY SENT TO THE FINANCE COMMITEE AND THE BOARD OF DIRECTOR FOR THEIR REVIEW AND APPROVAL. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH IS ANNUALLY MONITORED, REQUIRING ALL OF THE ORGANIZATION'S THE BOARD OF DIRECTORS, ALL MANAGEMENT AND SENIOR EMPLOYEES TO DISCLOSE ANY FINANCIAL INTEREST THAT MAY BE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST TO THE ORGANIZATION. ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY BOARD OF DIRECTORS, ALL MANAGEMENT AND SENIOR EMPLOYEES TO THE COMPLIANCE OFFICER THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE DISINTERESTED MEMBERS OF THE BOARD SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY) WITH THE INTERESTED BOARD MEMBER(S) RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON THE MATTER. THE BOARD SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. IN ADDITION, ON AN ANNUAL BASIS THE CENTER REQUIRES ALL BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT TEAM TO SIGN A FINANCIAL CONFLICT OF INTEREST POLICY WITH THE ORGANIZATION, AND THE SIGNED POLICIES ARE DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE OF THE FINANCE COMMITTEE WAS FORMED TO REVIEW THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S ANNUAL COMPENSATION AND PRESENT THEIR RECOMMENDATIONS TO THE BOARD FOR THEIR APPROVAL. THE CEO HAS AN EMPLOYMENT AGREEMENT. THERE IS ALSO A SALARY SURVEY DONE EVERY FEW YEARS TO DETERMINE IF CERTAIN COMPENSATION ARE APPROPRIATE. THOSE POSITIONS INCLUDE CEO, CFO, SVP OF CLINICAL AFFAIRS AND SVP OF PLANNING AND DEVELOPMENT. COMPENSATION OF OTHER POSITIONS ARE APPROVED BY THE CEO. THE PROCESS WAS LAST UNDERTAKEN IN 2020 AND DOCUMENTED IN COMPENSATION COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLICATION INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FACULTY AND STAFF HANDBOOKS ARE AVAILABLE UPON REQUEST AT 2006 MADISON AVE, NEW YORK, NY 10035. FORM 990, PART XII, LINE 2C: THE PROCESS FOR ASSUMING RESPONSIBILITY OVER THE AUDIT OF THE ORGANIZATION AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. FAMILY HEALTH CENTER OF NEW PALTZ PROPERTIES LLC 2006 MADISON AVE NEW YORK NY 10035 471463274 HOLDS REAL ESTATE DE 0 186224 THE INSTITUTE FOR FAMILY HEALTH 481 IFH INVESTMENT FUND LLC 2006 MADISON AVE NEW YORK NY 10035 383861608 HOLDS REAL ESTATE DE 0 1000 THE INSTITUTE FOR FAMILY HEALTH IFH FOUNDATION 2006 MADISON AVE NEW YORK NY 10035 453769292 FIN TECH AND PROPERT MGMT TO IFH NY 501(C)(3) LINE 12A, I THE INSTITUTE FOR FAMILY HEALTH 1 THE MID-HUDSON FAMILY HEALTH 2006 MADISON AVE NEW YORK NY 10035 141791535 TO SUPPORT THE OPERATIONS OF IFH NY 501(C)(3) LINE 12A, I THE INSTITUTE FOR FAMILY HEALTH 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1