2024-11-25T12:36:55-06:00 2024-06-30 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990 2023-07-01 133575492 PARAPROFESSIONAL HEALTHCARE INSTITUTE INC PARA 7184027766 261 MADISON AVENUE 913 NEW YORK NY 10016 JODI M STURGEON PRESIDENT & CEO 7184027766 2024-11-25 1 0 DIANA MILLER P01597612 9739949400 2023 2024-10-15 13:58:12Z JODI M STURGEON 261 MADISON AVENUE 913 NEW YORK NY 10016 4854091 0 X WWW.PHINATIONAL.ORG X 1990 NY PHI WORKS TO IMPROVE THE LIVES OF PEOPLE WHO NEED HOME OR RESIDENTIAL CARE - BY IMPROVING THE LIVES OF THE WORKERS WHO PROVIDE THAT CARE. PHI'S GOAL IS TO ENSURE THE CARING, STABLE RELATIONSHIPS BETWEEN CONSUMERS AND WORKERS, SO THAT BOTH MAY LIVE WITH DIGNITY, RESPECT AND INDEPENDENCE: QUALITY CARE THROUGH QUALITY JOBS. 11 8 27 0 0 0 3428028 1924181 1612825 1442916 344544 828545 18788 17186 5404185 4212828 1557655 1052345 0 0 3008888 3231114 0 0 236053 1127403 1713185 5693946 5996644 -289761 -1783816 18471829 16940381 231212 269248 18240617 16671133 X SEE SCHEDULE OPHI WORKS TO TRANSFORM ELDERCARE AND DISABILITY SERVICES. WE FOSTER DIGNITY, RESPECT, AND INDEPENDENCE FOR ALL WHO RECEIVE CARE, AND ALL WHO PROVIDE IT. AS THE NATION'S LEADING AUTHORITY ON THE DIRECT CARE WORKFORCE, PHI PROMOTES QUALITY DIRECT CARE JOBS AS THE FOUNDATION FOR QUALITY CARE. 0 0 4487191 1052345 1442916 SEE SCHEDULE ODRAWING ON OVER 33 YEARS OF EXPERIENCE, PHI PROMOTES THE INTERVENTIONS NEEDED TO ENSURE THAT DIRECT CARE WORK IS QUALITY WORK SUCH AS IMPROVED TRAINING, FAMILY-SUSTAINING WAGES, AND MEANINGFUL CAREER PATHS. THROUGH POLICY DEVELOPMENT, ADVOCACY, RESEARCH, AND WORKFORCE INNOVATIONS, WE DRIVE SYSTEMIC CHANGE TO STRENGTHEN THE DIRECT CARE WORKFORCE AND THE LONG-TERM CARE SECTOR AS A WHOLE. DIRECT CARE WORKERS PROVIDE SKILLED, HANDS-ON SUPPORT TO OLDER ADULTS AND PEOPLE WITH DISABILITIES IN HOME, COMMUNITY-BASED, AND RESIDENTIAL SETTINGS. THEY ENSURE CLIENTS' WELL-BEING, PROVIDE SOCIAL AND EMOTIONAL SUPPORT, AND ASSIST WITH DAILY TASKS ESSENTIAL TO INDEPENDENT LIVING. HOWEVER, THESE WORKERS OFTEN STRUGGLE WITH POOR JOB QUALITY; CONSEQUENTLY, LONG-TERM CARE PROVIDERS FIND IT DIFFICULT TO RECRUIT AND RETAIN ENOUGH PROFESSIONALS TO MEET THE GROWING DEMAND FOR THESE SERVICES.PHI OFFERS PROVIDERS, PAYERS, AND POLICYMAKERS THE TOOLS TO TRANSFORM THE LONG-TERM CARE SYSTEM. OUR POLICY WORK IS INFORMED BY OUR ON-THE-GROUND TRAINING INITIATIVES AND VICE VERSA, ENABLING US TO ADVANCE EFFECTIVE SOLUTIONS THAT COMPREHENSIVELY IMPROVE THE QUALITY OF DIRECT CARE JOBS. TO ACHIEVE BROAD GEOGRAPHIC IMPACT, PHI MAINTAINS A NATIONAL HEADQUARTERS IN NEW YORK CITY AND DEPLOYS STAFF FROM ACROSS THE COUNTRY.TRAINING AND WORKFORCE DEVELOPMENT PROGRAMPHI CO-MANAGES A TRAINING AND WORKFORCE DEVELOPMENT PROGRAM IN NEW YORK CITY WITH COOPERATIVE HOME CARE ASSOCIATES (CHCA), A LICENSED HOME CARE AGENCY AND THE COUNTRY'S LARGEST WORKER-OWNED COOPERATIVE. PHI AND CHCA PROVIDE A FREE HOME HEALTH AIDE TRAINING PROGRAM, DISTINGUISHED BY ITS COMPREHENSIVE, HANDS-ON CURRICULUM; GUARANTEED JOB PLACEMENT; AND EXTENSIVE WRAPAROUND RETENTION SUPPORTS FOR PARTICIPANTS - PRIMARILY WOMEN OF COLOR WHO FACE MULTIPLE BARRIERS TO EMPLOYMENT. THE PROGRAM IS OFFERED IN BOTH ENGLISH AND SPANISH AND EXCEEDS THE COMBINED 75 HOURS OF TRAINING REQUIRED BY FEDERAL AND STATE REGULATIONS. THESE ELEMENTS LEAD TO STRONG PROGRAM OUTCOMES; IN FISCAL YEAR 2024, PARTICIPANTS ACHIEVED A 95 PERCENT GRADUATION RATE, 85 PERCENT OF GRADUATES WERE PLACED IN QUALITY JOBS, AND 90 PERCENT OF HIRES WERE RETAINED AFTER 90 DAYS. PHI BUILDS FROM THE OPERATION OF THIS PROGRAM TO BRING BEST PRACTICES IN RECRUITMENT, TRAINING, AND WORKFORCE DEVELOPMENT TO LONG-TERM CARE EMPLOYERS, EDUCATORS, AND HEALTH CARE SYSTEMS ACROSS THE COUNTRY. WORKFORCE INNOVATIONS PROGRAMPHI'S WORKFORCE INNOVATIONS TEAM (5.5 FTE) COLLABORATES WITH LONG-TERM CARE PROVIDERS, TRAINING ENTITIES, STATE AGENCIES, AND ACADEMIC PARTNERS THROUGHOUT THE COUNTRY TO DEVELOP, IMPLEMENT, AND SUPPORT ENTRY-LEVEL TRAINING, UPSKILLING, AND ADVANCED ROLES IN DIRECT CARE. WE ALSO ENGAGE IN ORGANIZATIONAL DEVELOPMENT WITH PROVIDERS THROUGH PHI'S COACHING APPROACH PROGRAM, WHICH EMBEDS COMMUNICATION AND PROBLEM-SOLVING SKILLS ACROSS STAFF.TO OPTIMIZE THE COACHING APPROACH PROGRAM'S ACCESSIBILITY, FUNCTIONALITY, AND CONTENT, PHI INFUSED PRINCIPLES OF DIVERSITY, EQUITY, AND INCLUSION AND TRAUMA-INFORMED FACILITATION THROUGHOUT THE CURRICULA AND TRANSITIONED COMPONENTS OF THE PROGRAM INTO ONLINE AND ASYNCHRONOUS FORMATS. THIS ENABLED PHI TO DELIVER HIGHLY RELEVANT, IN-DEMAND TRAINING FOR DIVERSE LEARNING AUDIENCES AT A SCALE NOT PREVIOUSLY ACHIEVED; WE INTRODUCED THE PHI COACHING APPROACH PROGRAM TO OVER 1,400 CONSUMER DIRECT CARE NETWORK STAFF NATIONWIDE AND OFFERED RECURRING ONLINE, INSTRUCTOR-LED PHI COACHING SUPERVISION COURSES TO INDIVIDUAL LEARNERS ACROSS THE COUNTRY. PHI, IN COLLABORATION WITH FLORIDA STATE UNIVERSITY, ALSO PILOT TESTED OUR PARTNERING TO IMPROVE CARE ASYNCHRONOUS TRAINING COURSE, WHICH BOLSTERS THE RELATIONSHIP BETWEEN DIRECT CARE WORKERS AND FAMILY CAREGIVERS TO REDUCE CAREGIVER STRESS AND BENEFIT THOSE WHO RELY ON THEIR CARE. WE TRAINED 189 PARTICIPANTS, AND OUR EVALUATION INDICATED SIGNIFICANT LEARNING GAINS. PHI ALSO CONTINUED TO IMPLEMENT AND EVALUATE OUR CARE INTEGRATION SENIOR AIDE (CISA) ROLE, WHICH PROVIDES AIDES WITH A STRONGER ROLE IN IMPROVING CARE COORDINATION AND CLIENT SOCIAL DETERMINANTS OF HEALTH, WHILE OFFERING THEM MEANINGFUL CAREER ADVANCEMENT AND HIGHER COMPENSATION. WITH ADVANCED TRAINING, CISAS MAKE VISITS TO CONSUMER HOMES TO SUPPORT CARE DELIVERY AND COORDINATION AND SHARE THEIR OBSERVATIONS WITH THE INTERDISCIPLINARY CARE TEAMWHERE THEY HAVE A STRONGER AND MORE ESTABLISHED ROLE. PHI CONTINUED OUR MULTI-YEAR PROJECT TO IMPLEMENT AND EVALUATE THE CISA ROLE WITH HOME CARE AGENCIES IN WISCONSIN. WE ALSO RECEIVED FUNDING TO PLAN FOR A NEW YORK-BASED MULTI-INTERVENTION DEMONSTRATION, ANCHORED IN THE CISA ROLE, WHICH IS SLATED TO LAUNCH IN 2025.RESEARCH AND EVALUATION PROGRAMPHI'S RESEARCH & EVALUATION TEAM (6 FTE) BUILDS THE EVIDENCE BASE ON STATE AND NATIONAL POLICIES AND WORKFORCE INTERVENTIONS THAT IMPROVE DIRECT CARE JOBS AND STRENGTHEN LONG-TERM CARE. WE CONDUCT ORIGINAL RESEARCH, REGULARLY ANALYZE WORKFORCE AND CONSUMER DATA, RELEASE POLICY PUBLICATIONS, AND EVALUATE PHI'S OWN FIELD-LEARNING INTERVENTIONS. THE TEAM MAINTAINS PHI'S ONLINE WORKFORCE DATA CENTER, WHICH PROVIDES THE LATEST STATE AND NATIONAL DATA ON THE DIRECT CARE WORKFORCE FROM EMPLOYMENT STATISTICS AND PROJECTIONS TO EARNINGS AND DEMOGRAPHICS. WE ALSO MAINTAIN PHI'S DIRECT CARE WORKFORCE STATE INDEX, AN INTERACTIVE ONLINE TOOL FEATURING ALL 50 U.S. STATES AND WASHINGTON, DC, WHICH ENABLES USERS TO RANK AND COMPARE STATES BASED ON THE ECONOMIC STATUS OF DIRECT CARE WORKERS AND THE RANGE OF POLICIES THAT STATES HAVE ENACTED TO SUPPORT THEM. IN 2024, WE PUBLISHED A COMPREHENSIVE REPORT ON THE STATE INDEX, DETAILING KEY FINDINGS AND RECOMMENDATIONS FOR POLICY AND PRACTICE INTERVENTIONS.ANNUALLY, WE PRODUCE THE REPORT, DIRECT CARE WORKERS IN THE UNITED STATES: KEY FACTS, WHICH PROVIDES EXTENSIVE DIRECT CARE WORKFORCE DATA, INCLUDING ITS DEMOGRAPHICS, OCCUPATIONAL ROLES, JOB QUALITY CHALLENGES, AND PROJECTED JOB OPENINGS. IN SEPTEMBER 2023, WE RELEASED A REPORT, BRIDGING THE GAP: ENHANCING SUPPORT FOR IMMIGRANT DIRECT CARE WORKERS, WHICH DISCUSSES THE CRUCIAL ROLE THAT IMMIGRANT WORKERS PLAY IN LONG-TERM CARE DELIVERY, DETAILS IMMIGRANT DIRECT CARE WORKER DATA, AND OFFERS FEDERAL-LEVEL POLICY RECOMMENDATIONS TO BETTER SUPPORT THESE WORKERS AND IMPROVE THE LONG-TERM CARE SECTOR.POLICY PROGRAMPHI'S POLICY TEAM (2 FTE) SUPPORTS POLICYMAKERS AND ADVOCATES IN CRAFTING EVIDENCE-BASED POLICIES TO ADVANCE QUALITY CARE AND QUALITY JOBS. OUR CAPACITY INCLUDES POLICY AND LABOR MARKET ANALYSIS AND STATE AND NATIONAL POLICY EXPERTISE. THIS EXPERTISE, AND OUR RELATED PUBLIC EDUCATION CAMPAIGNS, HAVE ESTABLISHED PHI AS THE NATION'S PRIMARY SOURCE OF INFORMATION AND ANALYSIS ON DIRECT CARE, ANCHORED AT WWW.PHINATIONAL.ORG AND @PHINATIONAL.OVER THE PAST FISCAL YEAR, WE LAUNCHED THE TOGETHER IN CARE INITIATIVE, WHICH STRENGTHENS THE VITAL RELATIONSHIP BETWEEN DIRECT CARE WORKERS AND FAMILY CAREGIVERS TO REDUCE CAREGIVER STRESS AND IMPROVE THE OUTCOMES OF THOSE WHO RELY ON THEIR CARE. IN JUNE 2024, WE RELEASED A POLICY BRIEF OUTLINING A RANGE OF RECOMMENDATIONS - SUCH AS MATCHING SERVICE REGISTRIES, CARE TEAM INTEGRATION, RESEARCH, AND WORKFORCE INTERVENTIONS - THAT CAN ELEVATE THE RELATIONSHIP BETWEEN THESE CAREGIVERS TO CREATE A MORE SUSTAINABLE LONG-TERM CARE SYSTEM. THE POLICY TEAM ALSO ENTERED PHASE TWO OF PHI'S MULTI-STATE ADVOCACY INITIATIVE: ESSENTIAL JOBS, ESSENTIAL CARE, WHICH BUILDS COALITIONS OF ADVOCATES TO ACHIEVE CONCRETE POLICY VICTORIES FOR DIRECT CARE WORKERS. MOVING FORWARD, PHI'S ENGAGEMENT WITH THESE COALITIONS WILL FOCUS LARGELY ON PROMOTING UNIVERSAL DIRECT CARE WORKFORCE TRAINING AND CREDENTIALING STANDARDS TO DRIVE SYSTEMIC IMPROVEMENTS TO LONG-TERM CARE. UNIVERSAL WORKER STANDARDS ARE BASED ON THE COMPETENCIES REQUIRED TO PROVIDE QUALITY CARE TO TODAY'S LONG-TERM CARE CLIENTS AND PROMOTE PORTABLE CREDENTIALING ACROSS SETTINGS, ROLES, AND GEOGRAPHIES TO STRENGTHEN THE DIRECT CARE WORKFORCE. A UNIVERSAL WORKER FRAMEWORK ALSO CODIFIES STACKABLE CREDENTIALING TO MAXIMIZE THE CONTRIBUTIONS OF WORKERS AND PROMOTE CAREER LADDERS, ECONOMIC MOBILITY, RECRUITMENT, AND RETENTION. 4487191 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 17 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA X X THE ORGANIZATION 7184027766 261 MADISON AVENUE SUITE 913 NEW YORK NY 10016 JODI M STURGEON PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 5.00 X X 235619 0 629 ANNE GEGGIE BOARD CHAIR 3.00 X X 0 0 0 BONNIE SCADOVA TREASURER 3.00 X X 0 0 0 MICHAEL ELSAS SECRETARY 3.00 X X 0 0 0 ADRIA POWELL TRUSTEE 1.00 35.00 X 0 208566 12290 DENISE CLARK TRUSTEE 1.00 35.00 X 0 72654 10563 DONNA CALAME TRUSTEE 3.00 X 0 0 0 JENNY FRIEDLER TRUSTEE 1.00 X 0 0 0 KAREN KULP TRUSTEE 1.00 X 0 0 0 MANDY TOWNSEND TRUSTEE 1.00 X 0 0 0 NAOMI ROWE TRUSTEE 1.00 X 0 0 0 ERICA BROWN-MYRIE EVP OF FINANCE AND ADMIN 40.00 X 180617 0 6912 ROBERT JAMES ESPINOZA EVP OF POLICY 40.00 X 163461 0 18862 EMILY ROSE DIEPPA VP OF WORKFORCE INNOVATIONS 40.00 X 150685 0 259 KEZIA J SCALES VP OF RESEARCH AND EVALUATION 40.00 X 143765 0 46431 AMY ROBINS DIR. OF PUBLIC POLICY AND ADVOCACY 40.00 X 136584 0 3172 MARTHA S MEDINA DIRECTOR OF PEOPLE & CULTURE 40.00 X 134270 0 5262 BRIAN DIPAOLO DIRECTOR OF PHILANTHROPY 40.00 X 131662 0 20680 IRMA RIVERA DIRECTOR OF DATA AND TECHNOLOGY 40.00 X 123974 0 35200 1400637 281220 160260 13 0 1 0 LEARN CARE TOGETHER 4700 LINCOLN AVENUE BELTSVILLE MD 20705 DESIGN AND PROVIDE ACCESS TO CURRICULUM 498750 1 818198 1105983 1924181 CONTRACT FEES 541900 1442916 1442916 1442916 838808 838808 631000 641263 -10263 -10263 -10263 OTHER REVENUE 611710 17186 17186 17186 4212828 1442916 0 845731 X 1052345 1052345 669631 470580 153515 45536 2090502 1469129 479147 142226 2486 1744 578 164 238170 167098 55354 15718 230325 161594 53531 15200 20866 20866 10644 10644 151961 151961 40100 40100 869864 765494 104370 54297 44212 10085 27725 17514 9993 218 185565 102165 80088 3312 119900 87328 24317 8255 75242 59381 15861 48086 13253 34833 33112 23411 7327 2374 28895 15389 12031 1475 FEES, DUES AND SUBSCRIP 27103 23287 2545 1271 MISCELLANEOUS 17004 12263 4741 MATERIALS, EQUIPMENT AN 2821 1004 1513 304 5996644 4487191 1273400 236053 170867 191889 2085033 1719231 776289 457744 989349 1310942 60739 259061 56730 33929 10967 22801 14202114 12907230 160633 35000 15838 36483 18471829 16940381 79882 74347 25000 11997 126330 182904 231212 269248 X 11835221 11460054 6405396 5211079 18240617 16671133 18471829 16940381 -1783816 214332 0 X X 0 1 X 1 1 1 X 7213043 4321572 14157675 3428028 1924181 31044499 7213043 4321572 14157675 3428028 1924181 31044499 4579304 26465195 1698684 1575807 1979573 890711 838808 6983583 28346 7591 29231 18788 17186 101142 38129224 4591891 0.69410 0.68310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 28,346. 2020 AMOUNT: $ 7,591. 2021 AMOUNT: $ 29,231. 2022 AMOUNT: $ 18,788. 2023 AMOUNT: $ 17,186. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5327 0 6004 0 11331 0 5985313 0 5996644 0 449832 0 112458 0 0 0 455370 376121 434346 449832 1715669 2573504 7180 12191 11331 30702 113843 94030 108587 112458 428918 643377 922 5327 6249 PART II-A, LINE 1C: DIRECT LOBBYING EXPENSES DETAIL: STAFF TIME $5,327 | DIRECT CONTACT WITH LEGISLATORS $6,004 | TOTAL EXPENSE: $11,331 3857049 435581 250000 4042630 3765519 291530 200000 3857049 4630023 -614504 250000 3765519 3933652 846371 150000 4630023 4048888 134764 250000 3933652 0.90292 0.09708 0 0 56730 33929 22801 22801 DUE TO COOPERATIVE HOME CARE ASSOCIATES, INC. 182904 182904 X 4387060 214332 214332 4172728 40100 40100 4212828 5956544 0 5956544 40100 40100 5996644 PART V, LINE 4: IN AUGUST 2014, PHI RECEIVED A $2,000,000 ENDOWMENT GIFT FROM A TRUST FOR THE TRAINING AND CERTIFICATION OF HOME HEALTH CARE WORKERS ("HEALTH CARE WORKERS PROGRAM"). IN JULY 2016, PHI RECEIVED AN ADDITIONAL ENDOWMENT GIFT FROM THE SAME TRUST OF $1,650,154. PHI MAY APPLY INCOME FROM THE ENDOWMENT TO THE TRAINING OF HEALTHCARE WORKERS. PART X, LINE 2: PHI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, PHI HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. PHI IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) AND THE NEW YORK CHAR500 (ANNUAL FILING FOR CHARITABLE ORGANIZATIONS), WHICH ARE SUBJECT TO EXAMINATION BY THE IRS AND THE STATE OF NEW YORK, RESPECTIVELY. WITH LIMITED EXCEPTIONS, PHI IS NO LONGER SUBJECT TO IRS AND STATE EXAMINATIONS FOR YEAR ENDS PRIOR TO JUNE 30, 2021. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). MANAGEMENT HAS DETERMINED THAT PHI HAD NO ACTIVITIES SUBJECT TO UBIT IN THE YEARS ENDED JUNE 30, 2024 OR 2023. 1 COOPERATIVE HOME CARE ASSOCIATES 400 EAST FORDHAM ROAD 12TH FLOOR BRONX NY 10458 133238142 1052345 0 TRAINING AND WORKFORCE DEVELOPMENT PROGRAM. 0 1 PART I, LINE 2: PROGRAM REPORTS ARE REVIEWED INTERNALLY ON A MONTHLY BASIS AND PROVIDED, ON A QUARTERLY BASIS, TO SENIOR STAFF, THE FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS AS PART OF EACH MEETING'S REGULAR AGENDA. AT MINIMUM, ANNUAL AUDITED FINANCIAL REPORTS ARE PRODUCED AND PROVIDED. X X X 0 0 0 0 0 0 0 0 0 JODI M STURGEON PRESIDENT & CHIEF EXECUTIVE OFFICER 230000 0 4300 0 1319 0 0 0 629 0 236248 0 0 0 ADRIA POWELL TRUSTEE 0 203514 0 4500 0 552 0 0 0 12290 0 220856 0 0 KEZIA J SCALES VP OF RESEARCH AND EVALUATION 139193 0 4300 0 272 0 0 0 46431 0 190196 0 0 0 ERICA BROWN-MYRIE EVP OF FINANCE AND ADMIN 175863 0 4300 0 454 0 0 0 6912 0 187529 0 0 0 ROBERT JAMES ESPINOZA EVP OF POLICY 158769 0 4300 0 392 0 0 0 18862 0 182323 0 0 0 IRMA RIVERA DIRECTOR OF DATA AND TECHNOLOGY 119330 0 4300 0 344 0 0 0 35200 0 159174 0 0 0 BRIAN DIPAOLO DIRECTOR OF PHILANTHROPY 127156 0 4300 0 206 0 0 0 20680 0 152342 0 0 0 EMILY ROSE DIEPPA VP OF WORKFORCE INNOVATIONS 146141 0 4300 0 244 0 0 0 259 0 150944 0 0 0 ADRIA POWELL PRESIDENT CHCA TRUSTEE 545000 TRAINING AND PROGRAM GRANTS TO CHCA 0 ADRIA POWELL PRESIDENT CHCA TRUSTEE 507345 OTDA GRANTS TO CHCA 0 FORM 990, PART VI, SECTION A, LINE 7A ORGANIZATION OFFICERS SERVE ON RELATED ENTITY BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE PRIOR TO THE FILING AND MADE AVAILABLE TO THE FULL BOARD WHEN FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C PHI'S BOARD MEMBERS COMPLETE ANNUAL DISCLOSURE FORMS. ALL BOARD MEMBERS AND KEY STAFF PERSONS ARE RESPONSIBLE FOR RAISING ANY ADDITIONAL CONFLICTS VERBALLY THROUGHOUT THE YEAR SHOULD THE SITUATION ARISE, THE APPLICABLE MEMBER WOULD COMPLETE AN UPDATED DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS SET BY THE BOARD CHAIR, IN COLLABORATION WITH THE EXECUTIVE TEAM OF THE BOARD. CURRENT SALARY DATA RELATIVE TO THE FIELD, SIZE OF THE ORGANIZATION, AND THE CEO'S OVERALL RESPONSIBILITIES IS RESEARCHED AND TAKEN INTO ACCOUNT. SALARIES FOR ALL KEY PERSONNEL OTHER THAN CEO ARE SET BY EXECUTIVE LEADERSHIP SUPPORTED THROUGH THE PROCESS OF BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 PHI'S FINANCIAL STATEMENTS AND TAX RETURNS ARE POSTED ON GUIDESTAR AND AVAILABLE IN ELECTRONIC FORMAT UPON REQUEST. FORM 990, PART IX, LINE 11G MIS SPECIALIST: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 42,337. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,337. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 69,930. MANAGEMENT AND GENERAL EXPENSES 62,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,963. POLICY SPECIALISTS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 98,766. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,766. TRAINING AND CURRICULUM DESIGN SPECIALISTS: PROGRAM SERVICE EXPENSES 586,798. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 586,798. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR ENDED 6/30/2024, THE ORGANIZATION HAS NOT CHANGED ITS SELECTION OF AN INDEPENDENT AUDITOR. COOPERATIVE HOME CARE ASSOCIATES 400 EAST FORDHAM ROAD BRONX NY 10458 133238142 HOME CARE SERVICES NY N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COOPERATIVE HOME CARE ASSOCIATES B 1052345 CASH