2022-10-28T11:00:42-05:00 2021-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2021-01-01 133273402 THE INSTITUTE FOR FAMILY HEALTH INST 2126330800 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 NEIL S CALMAN PRESIDENT & CEO 2126330800 2022-10-28 1 NEIL CALMAN 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2022-10-21 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z NEIL S CALMAN 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 167709270 0 X WWW.INSTITUTE.ORG X 1985 NY SEE SCHEDULE O 11 11 1511 0 0 0 48236744 45950554 100277564 94862097 184276 25423189 1205779 1255336 149904363 167491176 0 0 0 0 96756143 105081775 0 0 1104605 41309513 45119394 138065656 150201169 11838707 17290007 100065483 138594014 43014135 63882924 57051348 74711090 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 102206183 48321405 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, 2021, THE INSTITUTE'S MEDICAL AND DENTAL PROVIDERS PROVIDED APPROXIMATELY 385,594 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 362,075 WERE BILLABLE VISITS TO OVER 97,970 INDIVIDUAL USERS. 10198555 40911671 THE INSTITUTE FOR FAMILY HEALTH PROVIDES PRIMARY PSYCHOSOCIAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2021, THE INSTITUTE'S BEHAVIORAL HEALTH PROVIDERS PROVIDED APPROXIMATELY 153,604 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 151,067 WERE BILLABLE VISITS TO OVER 16,526 INDIVIDUAL USERS. 6142140 6372222 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. 118546878 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 1 120 0 1 1511 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 1.00 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 207295 0 12317 NEIL CALMAN PRESIDENT & CEO 37.50 X 749567 0 28364 ROBERT SCHILLER SVP CHIEF ACADEMIC OFFICER 37.50 X 451438 0 21406 ABIGAIL HERRON VP & CHIEF BEHAVIORAL HEALTH OFFICER 37.50 X 322694 0 25487 ELIZABETH LEVER VP, CHIEF INFORMATION OFFICER 37.50 X 164713 0 15248 ERIC GAYLE SVP, CHIEF MEDICAL OFFICER 37.50 X 292762 0 39783 KWAME KITSON VP COMPLIANCE & QUALITY IMPR 37.50 X 238200 0 20293 MAXINE GOLUB SVP, CHIEF DEVELOPMENT OFFICER 37.50 X 259715 0 29426 NICOLE NURSE SVP, CHIEF HUMAN RESOURCES 37.50 X 167781 0 18513 SARAH NOSAL VP INNOVATION & OPTIMIZATION 37.50 X 249626 0 8133 AUGUSTUS BENTSI-BARNES OB/GYN PHYSICIAN 40.00 X 310894 0 21394 DOMINIQUE DELMA MEDICAL DIRECTOR 40.00 X 339263 0 17073 WALTER WOODLEY MEDICAL DIRECTOR 40.00 X 340911 0 21740 LINDA PRINE MEDICAL DIRECTOR 37.50 X 259815 0 15732 MEGAN MCMULLAN DIRECTOR OF RESIDENCY PROGAM 40.00 X 276434 0 8293 4631108 0 303202 173 0 1 0 EPIC SYSTEMS CORP PO BOX 88314 MILWAUKEE WI 53288 HEALTHCARE INFORMATION TECHNOLOGY 1418828 BUILDING SERVICES 223 WALL STREET HUNTINGTON NY 11743 CLEANING SERVICE 1327044 INSIGHT DIRECT USA PO BOX 731069 DALLAS TX 75373 COMPUTER CONSULTING SERVICE 939745 MGI CONSTRUCTION & CONSULTING 1536 THIRD AVENUE NEW YORK NY 10028 CONSTRUCTION 890587 UNITED STAFFING SOLUTIONS INC 1385 BROADWAY NEW YORK NY 10018 RECRUITMENT 489680 28 32944098 13006456 1118112 45950554 MEDICAID & MEDICAID MANAGED CARE 621110 23795324 23795324 MEDICARE & MEDICARE MANAGED CARE 621110 13406568 13406568 PHARMACY REVENUE 621110 11680110 11680110 PRIVATE INSURANCE 621110 8537033 8537033 NYS MEDICAID MANAGED CARE WRAPARO 621110 6502681 6502681 30940381 30940381 94862097 346320 346320 512135 0 512135 512135 512135 294963 25000000 218094 0 76869 25000000 25076869 25076869 OTHER REVENUE 900099 658201 658201 MEANINGFUL USE INCENTIVE 900099 85000 85000 743201 167491176 95605298 0 25935324 3322761 2675937 621178 25646 26649 21461 4982 206 81462861 65604935 15229172 628754 1346720 1084562 251764 10394 13028917 10492649 2435707 100561 5893867 4746540 1101836 45491 317906 317906 293254 293254 86235 86235 24790 24790 7741213 5157271 2457064 126878 4790710 3198828 1500306 91576 2726657 835617 1879689 11351 5805641 4159943 1645698 410023 244406 165617 55256 39352 13785 2119 953996 683570 270426 2517140 1803618 713522 349484 212212 137272 MEDICAL SUPPLIES 16834971 16834971 DUES, LICENSES & PUBLIC 731738 177869 531341 22528 EQUIPMENT RENTAL & MAIN 582773 417466 165152 155 TRAINING & RECRUTMENT F 431501 431351 150 466106 155671 271639 38796 150201169 118546878 30549686 1104605 23574370 44558388 4794210 4862702 5889738 7079466 14276844 9747441 809216 938671 72344660 32508436 39924004 39836224 4989994 25744015 1254164 1231393 2998806 2998806 1554137 1596908 100065483 138594014 13090003 12790211 2019376 2995583 20550821 28277386 7353935 19819744 43014135 63882924 X 49628062 66401406 7423286 8309684 57051348 74711090 100065483 138594014 17290007 369735 0 X X 0 1 X 1 1 1 X 44972865 46393619 37784668 48236744 45950554 223338450 44972865 46393619 37784668 48236744 45950554 223338450 223338450 584463 1174535 713030 677038 858455 4007521 1784510 1980479 1398504 696560 743201 6603254 233949225 485928463 0.95460 0.95160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86235 86235 150114934 150201169 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 78963 79026 76268 86235 320492 250000 250000 500000 750000 250000 250000 500000 3634350 3634350 33204326 9143823 24060503 11682862 6242113 5440749 21070083 17122500 3947583 2753039 2753039 39836224 DUE TO AFFILIATES 635386 DUE TO THIRD-PARTY PAYORS 15699920 DEFERRED RENT 3096919 CAPITAL LEASE OBLIGATION 387519 19819744 X 167861457 369735 546 370281 167491176 0 167491176 150803097 601928 601928 150201169 0 150201169 PART X, LINE 2: THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2021. THE INSTITUTE'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2018 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 199,073. INTERCOMPANY ELIMINATIONS -198,527. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION'S EXPENSES 800,455. INTERCOMPANY ELIMINATIONS -198,527. X 1 0 X X X X 0 0 0 0 0 0 0 1 0 NEIL CALMAN PRESIDENT & CEO 743170 0 1000 0 5397 0 8700 0 19664 0 777931 0 0 0 ROBERT SCHILLER SVP CHIEF ACADEMIC OFFICER 448914 0 1000 0 1524 0 8700 0 12706 0 472844 0 0 0 WALTER WOODLEY MEDICAL DIRECTOR 338328 0 1000 0 1583 0 8700 0 13040 0 362651 0 0 0 DOMINIQUE DELMA MEDICAL DIRECTOR 337747 0 1000 0 516 0 8700 0 8373 0 356336 0 0 0 ABIGAIL HERRON VP & CHIEF BEHAVIORAL HEALTH OFFICER 321874 0 700 0 120 0 7250 0 18237 0 348181 0 0 0 ERIC GAYLE SVP, CHIEF MEDICAL OFFICER 291486 0 1000 0 276 0 8700 0 31083 0 332545 0 0 0 AUGUSTUS BENTSI-BARNES OB/GYN PHYSICIAN 307422 0 1000 0 2472 0 7250 0 14144 0 332288 0 0 0 MAXINE GOLUB SVP, CHIEF DEVELOPMENT OFFICER 257191 0 1000 0 1524 0 8267 0 21159 0 289141 0 0 0 MEGAN MCMULLAN DIRECTOR OF RESIDENCY PROGAM 275314 0 1000 0 120 0 8293 0 0 0 284727 0 0 0 LINDA PRINE MEDICAL DIRECTOR 256343 0 1000 0 2472 0 7860 0 7872 0 275547 0 0 0 KWAME KITSON VP COMPLIANCE & QUALITY IMPR 236684 0 1000 0 516 0 7298 0 12995 0 258493 0 0 0 SARAH NOSAL VP INNOVATION & OPTIMIZATION 248506 0 1000 0 120 0 7508 0 625 0 257759 0 0 0 CAROLINE DICIOCCIO VP, CHIEF FINANCIAL OFFICER 206019 0 1000 0 276 0 5372 0 6945 0 219612 0 0 0 NICOLE NURSE SVP, CHIEF HUMAN RESOURCES 162130 0 1000 0 4651 0 2638 0 15875 0 186294 0 0 0 ELIZABETH LEVER VP, CHIEF INFORMATION OFFICER 163717 0 900 0 96 0 4209 0 11039 0 179961 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. 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 2021 W-2. SARAH LEVINE GOLUB FAMILY MEMBER OF SVP OF PLANNING & DEVELOPMENT 26649 EMPLOYEE 0 X 1 1118112 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. FORM 990, PART VIII, LINE 7A: THE INSTITUTE IS AN ORGANIZATIONAL MEMBER OF AFFINITY HEALTH PLAN (THE "PLAN"). IN OCTOBER 2021, THE PLAN ENTERED INTO AN ASSET PURCHASE AGREEMENT WITH A NATIONAL MEDICAID MANAGED CARE ORGANIZATION. AS AN ORGANIZATIONAL MEMBER OF THE PLAN, THE INSTITUTE RECEIVED A PORTION OF THE PROCEEDS FROM THE SAID ASSET PURCHASE AGREEMENT AMOUNTING TO $25,000,000, WHICH THE INSTITUTE RECOGNIZED AS GAIN ARISING FROM ORGANIZATIONAL MEMBERSHIP AND IS INCLUDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS AS A NONOPERATING REVENUE. 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 0 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 1 0 0 IFH FOUNDATION K 198527 COST