2025-11-14T13:50:22-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2024-01-01 133273402 THE INSTITUTE FOR FAMILY HEALTH INST 2126330800 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 ERIC GAYLE PRESIDENT & CEO 2126330800 2025-11-14 1 1 LORI ROTHE YOKOBOSKY P01273422 2122970400 2025-10-27 2024 2025-03-06 01:10:19Z NEIL S CALMAN 2006 MADISON AVENUE 2ND FL NEW YORK NY 10035 174835968 0 X WWW.INSTITUTE.ORG X 1985 NY 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. 11 11 1572 11 0 0 45595432 40436065 118292969 124461109 1682597 2043339 1488864 1174071 167059862 168114584 0 0 0 0 128511584 134356039 0 0 1336462 50626306 50006438 179137890 184362477 -12078028 -16247893 180872945 162498293 111804469 108135594 69068476 54362699 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 115610177 91311095 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, 2024, THE INSTITUTE'S MEDICAL AND DENTAL PROVIDERS PROVIDED APPROXIMATELY 336,381 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 318,363 WERE BILLABLE VISITS TO OVER 102,969 INDIVIDUAL USERS. 22379392 27987805 THE INSTITUTE FOR FAMILY HEALTH PROVIDES PRIMARY PSYCHOSOCIAL SERVICES TO THE COMMUNITIES WHERE THEIR SITES ARE LOCATED. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2024, THE INSTITUTE'S BEHANVIORAL HEALTH PROVIDERS PROVIDED APPROXIMATELY 152,263 PATIENT ENCOUNTERS OF WHICH APPROXIMATELY 150,841 WERE BILLABLE VISITS TO OVER 13,231 INDIVIDUAL USERS. 8491987 5650544 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. 146481556 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 1 129 0 1 1572 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 DIRECTOR 1.00 X 0 0 0 TINA GOODRICH DIRECTOR 1.00 X 0 0 0 CAROLINE DICIOCCIO VP & CHIEF FINANCIAL OFFICER 37.50 1.00 X 243091 0 14551 ELIZABETH LEVER VP & CHIEF INFORMATION OFFICER 37.50 X 224445 0 20708 NEIL CALMAN PRESIDENT & CEO 37.50 2.00 X 715321 0 37631 ROBERT SCHILLER SVP CHIEF ACADEMIC OFFICER AND DESIGNATED INSTITUT 37.50 X 490381 0 10350 TRACEY OCHSENREITER VP AND CHIEF OPERATING OFFICER 37.50 X 227495 0 13726 ABIGAIL J HERRON VP AND CHIEF BEHAVIORAL HEALTH OFFICER 37.50 X 308434 0 36257 ERIC GAYLE SVP, CHIEF MEDICAL OFFICE 37.50 X 401068 0 36202 KWAME KITSON VP COMPLIANCE & QUALITY IMPR. 37.50 X 263559 0 13860 MAXINE GOLUB SVP AND CHIEF DEVELOPMENT OFFICER 37.50 X 260903 0 19805 MICHELLE PENNY VP OF CLINICAL ADMINISTRATION 40.00 X 194020 0 33413 NICOLE NURSE SVP & CHIEF HUMAN RESOURCE 37.50 X 223055 0 12449 SARAH NOSAL VP FOR INNOVATION AND OPTIMIZATION 37.50 X 240911 0 25533 KRISTINA URSITTI PHYSICIAN 40.00 X 287736 0 16540 MAREK BALUTOWSKI PHYSICIAN 40.00 X 299112 0 19500 MEGAN MCMULLAN DIRECTOR OF RESIDENCY PROG 40.00 X 292380 0 20557 SUSRUTH PINNAMANENI REGIONAL MEDICAL DIRECTOR 40.00 X 284169 0 15997 WALTER WOODLEY MEDICAL DIRECTOR 40.00 X 352900 0 15905 5308980 0 362984 278 0 1 0 MGI CONSTRUCTION & CONSULTING 31 W 34TH STSTE 7060 NEW YORK NY 10001 CONSTRUCTION 745551 PA MECHANICAL SERVICES LLC PO BOX 912 EASTON PA 18044 PLUMBING SERVICE 445540 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 ACCOUNTING SERVICES 235815 SMITH ARNOLD PARTNERS LLC 3 LANDMARK SQ STAMFORD CT 06901 RECRUITMENT 152000 ATLAS SEARCH LLC 1540 BROADWAY NEW YORK NY 10011 RECRUITMENT 150695 7 28158685 12277380 1238517 40436065 MEDICAID & MEDICAID MANAGED CARE 621110 31189805 31189805 NYRX PAYMENT 621110 13667424 13667424 MEDICARE AND MEDICARE MANAGED CAR 621110 13077557 13077557 340B PHARMACY REVENUE 621110 12766138 12766138 NEW YORK STATE MEDICAID MANAGED C 621110 12324235 12324235 41435950 41435950 124461109 1764722 1764722 685736 0 685736 685736 685736 7000001 6721384 278617 278617 278617 REFUND/REIMBURSEMENTS 900099 105009 105009 STOP LOSS INSURANCE 900099 30623 30623 PHYSICIAN INCENTIVES 900099 29438 29438 323265 323265 488335 168114584 124949444 0 2729075 4067169 3262879 766437 37853 102840363 82503487 19379748 957128 1749225 1403312 329633 16280 18161400 14569949 3422425 169026 7537882 6047252 1420475 70155 356216 356216 250967 250967 64066 64066 63381 63381 6445729 3805141 2621494 19094 4625449 3324551 1263078 37820 2900911 1088577 1803365 8969 7710374 6080542 1629832 535477 418420 113414 3643 484851 229242 244607 11002 803586 626944 176642 2719478 2126166 593312 475287 278479 196808 MEDICAL SUPPLIES 19801620 19801620 DUES, LICENSES & PUBLIC 673960 184404 488260 1296 EQUIPMENT RENTAL & MAIN 661617 517061 144287 269 RECRUTMENT FEES 633568 633568 799901 213530 582444 3927 184362477 146481556 36544459 1336462 3381816 3016414 27754963 21462205 4999688 5010947 15115872 12684517 888158 1087860 87876936 39777107 48973177 48099829 24733652 20131466 2720010 2821541 51991326 47868717 314283 314797 180872945 162498293 14961005 13559942 5247247 5514572 16304947 15337486 75291270 73723594 111804469 108135594 X 68988116 54173173 80360 189526 69068476 54362699 180872945 162498293 -16247893 1542116 0 X 0 1 X 1 1 1 X 48236744 45950554 60336963 45595432 40080834 240200527 48236744 45950554 60336963 45595432 40080834 240200527 240200527 677038 858455 1423932 2207086 2450458 7616969 696560 743201 671970 968411 488335 3568477 251385973 544844375 0.95550 0.95830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64066 64066 184298411 184362477 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 86235 48962 62386 64066 261649 250000 250000 250000 250000 1000000 1500000 3634350 3634350 44252676 12418860 31833816 12401430 7367706 5033724 23939793 19990541 3949252 3648687 3648687 48099829 DUE TO AFFILIATES 590448 DUE TO THIRD-PARTY PAYORS 22372714 CAPITAL LEASE OBLIGATION 45341 OPERATING LEASE LIABILITIES 50715091 73723594 X 169657162 1542116 462 1542578 168114584 0 168114584 185001469 638992 638992 184362477 0 184362477 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED. 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 198,989. INTERCOMPANY ELIMINATIONS -198,527. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION'S EXPENSES 837,519. INTERCOMPANY ELIMINATIONS -198,527. X X X X 0 0 0 0 0 0 0 1 0 NEIL CALMAN PRESIDENT & CEO 709746 0 1000 0 4575 0 10350 0 27281 0 752952 0 0 0 ROBERT SCHILLER SVP CHIEF ACADEMIC OFFICER AND DESIG 490381 0 0 0 0 0 10350 0 0 0 500731 0 0 0 ERIC GAYLE SVP, CHIEF MEDICAL OFFICE 400068 0 1000 0 0 0 10350 0 25852 0 437270 0 0 0 WALTER WOODLEY MEDICAL DIRECTOR 351900 0 1000 0 0 0 10350 0 5555 0 368805 0 0 0 ABIGAIL J HERRON VP AND CHIEF BEHAVIORAL HEALTH OFFI 307434 0 1000 0 0 0 9647 0 26610 0 344691 0 0 0 MAREK BALUTOWSKI PHYSICIAN 298112 0 1000 0 0 0 9012 0 10488 0 318612 0 0 0 MEGAN MCMULLAN DIRECTOR OF RESIDENCY PROG 291380 0 1000 0 0 0 8945 0 11612 0 312937 0 0 0 KRISTINA URSITTI PHYSICIAN 286736 0 1000 0 0 0 5972 0 10568 0 304276 0 0 0 SUSRUTH PINNAMANENI REGIONAL MEDICAL DIRECTOR 278169 0 6000 0 0 0 6093 0 9904 0 300166 0 0 0 MAXINE GOLUB SVP AND CHIEF DEVELOPMENT OFFICER 260903 0 0 0 0 0 0 0 19805 0 280708 0 0 0 KWAME KITSON VP COMPLIANCE & QUALITY IMPR. 262559 0 1000 0 0 0 8080 0 5780 0 277419 0 0 0 SARAH NOSAL VP FOR INNOVATION AND OPTIMIZATION 240911 0 0 0 0 0 7437 0 18096 0 266444 0 0 0 CAROLINE DICIOCCIO VP & CHIEF FINANCIAL OFFICER 242091 0 1000 0 0 0 7541 0 7010 0 257642 0 0 0 ELIZABETH LEVER VP & CHIEF INFORMATION OFFICER 223445 0 1000 0 0 0 6873 0 13835 0 245153 0 0 0 TRACEY OCHSENREITER VP AND CHIEF OPERATING OFFICER 226495 0 1000 0 0 0 2941 0 10785 0 241221 0 0 0 NICOLE NURSE SVP & CHIEF HUMAN RESOURCE 216680 0 1000 0 5375 0 6894 0 5555 0 235504 0 0 0 MICHELLE PENNY VP OF CLINICAL ADMINISTRATION 193020 0 1000 0 0 0 6254 0 27159 0 227433 0 0 0 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 2024 W-2. SARAH LEVINE GOLUB FAMILY MEMBER OF SVP AND CHIEF DEVELOPMENT OFFICER 34596 EMPLOYEE 0 X 1 1238517 COST 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTORS. 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. 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 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 IFH FOUNDATION J 198527 COST