2025-12-11T09:41:35-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990 2024-07-01 133575492 PARAPROFESSIONAL HEALTHCARE INSTITUTE INC PARA 7184027766 261 MADISON AVENUE SUITE 913 NEW YORK NY 10016 JODI M STURGEON PRESIDENT & CEO 7184027766 2025-12-10 1 1 BRIDGET HARTNETT P01429163 9739949494 2025-12-10 2024 2025-03-06 01:10:19Z JODI M STURGEON 261 MADISON AVENUE SUITE 913 NEW YORK NY 10016 8623376 0 X WWW.PHINATIONAL.ORG X 1990 NY PHI WORKS TO IMPROVE THE LIVES OF PEOPLE WHO NEED HOME OR RESIDENTIAL CARE... SEE SCHEDULE OBY IMPROVING THIS 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 33 0 0 0 1924181 6751289 1442916 576048 828545 917566 17186 85643 4212828 8330546 1052345 839700 0 0 3231114 4002019 0 0 262877 1713185 1154414 5996644 5996133 -1783816 2334413 16940381 19279921 269248 215464 16671133 19064457 X PHI 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 4205133 839700 576048 SEE SCHEDULE O: DRAWING ON MORE THAN THREE DECADES 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 EVALUATION, 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.UNIVERSAL DIRECT CARE WORKFORCE INITIATIVEPHI'S STRATEGIC INITIATIVES TEAM (1.5 FTE) WORKS TO DESIGN AND LEAD PHI'S MAJOR STRATEGIC INITIATIVES. WORKING COLLABORATIVELY WITH LEADERSHIP AND STAFF ACROSS THE ORGANIZATION, THE TEAM'S INITIAL PRIORITY IS TO DESIGN, ADVANCE, AND INFORM THE EVALUATION OF PHI'S UNIVERSAL DIRECT CARE WORKFORCE INITIATIVE AND TO CENTER THIS PROJECT, AS WELL AS OTHER KEY INITIATIVES, IN SUPPORT OF PHI'S MISSION.THE UNIVERSAL DIRECT CARE WORKER INITIATIVE PUBLICLY LAUNCHED ON JULY 10, 2025, A TRANSFORMATIVE STEP IN PHI'S COMMITMENT TO IMPROVING THE QUALITY OF DIRECT CARE JOBS. THE INITIATIVE SEEKS TO CREATE A FUTURE IN WHICH ALL DIRECT CARE WORKERS HAVE ACCESS TO STANDARDIZED TRAINING, PORTABLE CREDENTIALS, AND CLEAR CAREER PATHWAYS, ENABLING THEM TO MOVE SEAMLESSLY BETWEEN ROLES, SETTINGS, AND EVEN STATES WITHIN THIS SECTOR.THIS EFFORT DIRECTLY RESPONDS TO CRITICAL STAFFING SHORTAGES AND SYSTEMIC INEQUITIES PLAGUING THE LONG-TERM CARE SECTOR. THROUGH PILOT DEMONSTRATION PROJECTS IN NEW YORK AND WISCONSINAND POLICY ADVOCACY AND SYSTEMS CHANGE WORK IN THESE AND OTHER STATESPHI IS BUILDING A COMPREHENSIVE APPROACH INTENDED FOR NATIONWIDE ADOPTION. AS THE LONG-TERM CARE SECTOR FACES SUSTAINED THREATS, THE UNIVERSAL DIRECT CARE WORKER INITIATIVE PROVIDES AN ASPIRATIONAL SOLUTION THAT STATES CAN IMPLEMENT TO STRENGTHEN THE DIRECT CARE WORKFORCEAND IMPROVE THE QUALITY, EFFICIENCY, AND CONTINUITY OF CARE.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, ADULT LEARNER-CENTERED CURRICULUM; GUARANTEED JOB PLACEMENT; AND EXTENSIVE WRAPAROUND RETENTION SUPPORTS FOR PARTICIPANTSPRIMARILY 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 2025, PARTICIPANTS ACHIEVED A 92% GRADUATION RATE, A 78% JOB PLACEMENT RATE, AND AN 82% SIX-MONTH RETENTION RATE. WE HAVE TRAINED MORE THAN 14,000 NEW YORKERS TO DATE.PHI BUILDS FROM A MULTI-DECADE HISTORY OF PARTNERSHIP WITH CHCA TO BRING BEST PRACTICES IN RECRUITMENT, TRAINING, AND WORKFORCE DEVELOPMENT TO LONG-TERM CARE EMPLOYERS, EDUCATORS, AND HEALTH CARE SYSTEMS ACROSS THE COUNTRY, AND IN TURN, WE BRING EXPERTISE AND EXPERIENCE FROM OUR EFFORTS IN NEW YORK AND NATIONWIDE TO HELP CHCA TO DEEPEN ITS OWN IMPLEMENTATION OF DIRECT CARE WORKFORCE-CENTERED TRAINING AND EMPLOYMENT PRACTICES. WORKFORCE INNOVATIONSPHI'S WORKFORCE INNOVATIONS TEAM (6.5 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.AS ONE EXAMPLE OF THIS WORK, IN NORTH CAROLINA, PHI PARTNERS WITH WORKFORCE ENGAGEMENT WITH CARE WORKERS TO ASSIST, RECOGNIZE AND EDUCATE (WECARE) TO PILOT PARTNERING TO IMPROVE CARE, OUR HYBRID TRAINING MODEL AIMED AT ENHANCING THE RELATIONAL SKILLS OF DIRECT CARE WORKERS AND FAMILY CAREGIVERS TO STRENGTHEN THEIR COLLABORATION. THIS PAST YEAR, PHI WORKED WITH THE WECARE TEAM AND NATIONAL DOMESTIC WORKERS ALLIANCE FELLOWS TO PLAN OUR FIRST-EVER COMMUNITIES OF PRACTICEDESIGNED TO SUSTAIN LEARNING, FOSTER PEER CONNECTION, AND BUILD LEADERSHIP AMONG DIRECT CARE WORKERS.IN FISCAL YEAR 2025, PHI SUPPORTED THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES (EOHHS) IN THE DEVELOPMENT OF A CONSOLIDATED HOME HEALTH AIDE (HHA) AND CERTIFIED NURSING ASSISTANT (CNA) TRAINING CREDENTIAL, AS WELL AS A RELATED COMPETENCY-BASED CURRICULUM. THE CONSOLIDATED CREDENTIAL WILL ESTABLISH A MORE INTEGRATED AND FLEXIBLE WORKFORCE, ENABLING DIRECT CARE WORKERS TO WORK AS HHAS OR CNAS ACROSS MULTIPLE SETTINGS.FINALLY, THIS PAST FISCAL YEAR, PHI COMPLETED AN EVALUATION OF 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. SPECIFICALLY, AN EVALUATION IN WISCONSIN FOUND THAT THE ROLE CREATES COMPELLING PROFESSIONAL ADVANCEMENT OPPORTUNITIES THAT KEEP SKILLED WORKERS IN THE FIELD WHILE IMPROVING JOB SATISFACTION FOR THE BROADER WORKFORCE. THE EVALUATION ALSO FOUND THAT CISAS PLAYED A CRUCIAL ROLE IN MITIGATING SOCIAL ISOLATION AND ENHANCING CARE COORDINATION BY PARTICIPATING IN HOSPITAL DISCHARGE PLANNING AND IMPROVING COMMUNICATION AMONG CARE TEAM MEMBERS.RESEARCH AND EVALUATION PHI'S RESEARCH & EVALUATION TEAM (4 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 WORKFORCEFROM 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.ANNUALLY, PHI PRODUCES 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; OUR MOST RECENT REPORT WAS RELEASED ON SEPTEMBER 15, 2025. IN AUGUST 2025, WE RELEASED A REPORT, "TIPPING POINT: EXPLORING THE RISK OF BENEFITS CLIFFS AMONG DIRECT CARE WORKERS IN VIRGINIA," WHICH PRESENTS THE FINDINGS OF A MIXED-METHODS STUDY THAT MODELED THE IMPACT OF HYPOTHETICAL INCREMENTAL WAGE INCREASES FOR DIRECT CARE WORKERS, EXPLORED WORKERS' LIVED EXPERIENCES NAVIGATING CHANGES IN INCOME AND PUBLIC BENEFITS, AND OFFERED POLICY RECOMMENDATIONS FOR VIRGINIA.POLICY PHI'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 ADVANCED 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 AUGUST 2024, WE HELD A TOGETHER IN CARE WEBINAR TO PROMOTE OUR POLICY BRIEF, WHICH OUTLINES A RANGE OF RECOMMENDATIONSSUCH AS MATCHING SERVICE REGISTRIES, CARE TEAM INTEGRATION, RESEARCH, AND WORKFORCE INTERVENTIONSTHAT CAN ELEVATE THE RELATIONSHIP BETWEEN THESE CAREGIVERS TO CREATE A MORE SUS 4205133 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 0 0 1 0 0 0 0 0 1 0 0 0 1 20 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA X X PHI 7184027766 261 MADISON AVENUE SUITE 913 NEW YORK NY 10016 JODI STURGEON PRESIDENT & CEO 40.00 5.00 X X 276423 0 4121 DENISE CLARK TRUSTEE 1.00 35.00 X 0 72633 11973 ADRIA POWELL TRUSTEE 1.00 35.00 X 0 206407 17630 ANNIE GEGGIE BOARD CHAIRPERSON 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 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 NAOMI ROWE TRUSTEE 2.00 X 0 0 0 MANDY TOWNSEND TRUSTEE 2.00 X 0 0 0 ERICA BROWN-MYRIE EXECUTIVE VICE PRESIDENT OF FINANCE AND ADMINISTRA 40.00 X 184807 0 3028 EMILY DIEPPA COLO VICE PRESIDENT OF WORKFORCE INNOVATIONS 40.00 X 154801 0 2562 KEZIA SCALES VICE PRESIDENT OF RESEARCH & EVALUATION 40.00 X 138351 0 14665 BEN FREEMAN VICE PRESIDENT OF PARTNERSHIPS & ENGAGEMENT 40.00 X 131623 0 0 AMY ROBINS SENIOR DIRECTOR OF POLICY 40.00 X 140021 0 3477 MARTHA MEDINA DIRECTOR OF PEOPLE & CULTURE 40.00 X 136996 0 5402 GWENDOLYN TANNER DIRECTOR OF LEARNING STRATEGIES 40.00 X 132579 0 4380 1295601 279040 67238 16 0 1 0 LEARNING CARE TOGETHER LLC 4700 LINCOLN AVENUE BELTVILLE MD 20705 ASYNCHRONOUS ONLINE SIMULATIONS 249375 1 796244 5955045 6751289 CONTRACT FEES 541900 576048 576048 576048 928396 928396 282000 292830 -10830 -10830 -10830 OTHER REVENUE 611710 85643 85643 85643 8330546 576048 0 1003209 839700 839700 645216 378945 237455 28816 2685288 1914785 602606 167897 61610 40970 17080 3560 334014 217881 97786 18347 275891 178505 82337 15049 23635 10369 13039 227 8790 8790 56600 56600 42996 42996 358651 232776 119838 6037 16224 13873 2351 24908 17255 7107 546 237069 142436 92650 1983 115925 80872 28111 6942 96420 64616 25162 6642 75029 15968 59061 35175 24449 8586 2140 32027 16693 13924 1410 FEES, DUES AND SUBSCRIP 26283 11531 14499 253 MISCELLANEOUS 3014 2577 0 437 MATERIALS, EQUIPMENT AN 1668 932 496 240 5996133 4205133 1528123 262877 191889 146171 1719231 2142385 457744 2647005 1310942 460661 259061 188266 62540 43708 22801 18832 12907230 13522128 35000 11667 36483 142806 16940381 19279921 74347 86380 11997 500 182904 128584 269248 215464 X 11460054 9949089 5211079 9115368 16671133 19064457 16940381 19279921 2334413 58911 0 X X 0 1 X 1 0 X 4321572 14157675 3428028 1924181 6751289 30582745 4321572 14157675 3428028 1924181 6751289 30582745 16109960 14472785 1575807 1979573 890711 838808 928396 6213295 7591 29231 18788 17186 85643 158439 36954479 4473539 0.39160 0.69410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3401 4129 7530 5988603 5996133 449807 112452 0 0 376121 434346 449832 449807 1710106 2565159 7180 12191 11331 7530 38232 94030 108587 112548 112452 427617 641426 922 5327 3401 9650 PART II-A, LINE 1C DIRECT LOBBYING EXPENSE DETAIL: STAFF TIME $3,401 | DIRECT CONTACT WITH LEGISLATORS $4,129 | TOTAL EXPENSE: $7,530 4042630 493747 250000 42996 4243381 3857049 435581 250000 4042630 3765519 291530 200000 3857049 4630023 -614504 250000 3765519 3933652 846371 150000 4630023 0.86000 0.14000 0 0 62540 43708 18832 18832 LEASE LIABILITY - OPERATING 128584 128584 X 8346461 58911 58911 8287550 42996 42996 8330546 5953137 0 5953137 42996 42996 5996133 PART V, LINE 4: PHI'S INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS FOR THE TRAINING AND CERTIFICATION OF HOME HEALTH CARE 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), THE NEW YORK CHAR500 (ANNUAL FILING FOR CHARITABLE ORGANIZATIONS), AND THE CALIFORNIA FORM 199 (ANNUAL INFORMATION RETURN), WHICH ARE SUBJECT TO EXAMINATION BY THE IRS, STATE OF NEW YORK, AND STATE OF CALIFORNIA, RESPECTIVELY. WITH LIMITED EXCEPTIONS, PHI IS NO LONGER SUBJECT TO IRS AND STATE EXAMINATIONS FOR YEAR-ENDS PRIOR TO JUNE 30, 2022. 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, 2025 OR 2024. 1 COOPERATIVE HOME CARE ASSOCIATES INC 400 EAST FORDHAM ROAD 13TH FLOOR BRONX NY 10458 133238142 822700 0 TRAINING AND WORKFORCE DEVELOPMENT PROGRAM. HOME CARE ASSOCIATES OF PHILADELPHIA INC 1500 WALNUT STREET SUITE 1000 PHILADELPHIA PA 19102 232708367 17000 0 SUPPORT HOME CARE WORKERS. PART I, LINE 2: PHI IMPLEMENTS A PROCESS OF FREQUENT SCHEDULED MEETINGS WITH THE GRANTEE, CHCA, FOR GRANTS PROVIDED IN SUPPORT OF THE TRAINING AND WORKFORCE DEVELOPMENT PROGRAM. PROGRAM ACTIVITIES, DATA, CHALLENGES, AND PROGRESS TOWARDS GOALS AND DELIVERABLES ARE DISCUSSED AND REVIEWED DURING THESE MEETINGS AND FINANCIAL REPORTS AND REIMBURSABLE VOUCHERS ARE REQUIRED ANNUALLY, AT A MINIMUM, TO SUBSTANTIATE COSTS AND THESE ARE REVIEWED AND SUBMITTED TO RESPECTIVE FUNDERS. X X X X 0 0 0 0 0 0 0 0 0 JODI STURGEON PRESIDENT & CEO 276423 0 0 0 0 0 4121 0 0 0 280544 0 0 0 ADRIA POWELL TRUSTEE 0 200857 0 5550 0 0 0 0 0 17630 0 224037 0 0 ERICA BROWN-MYRIE EXECUTIVE VICE PRESIDENT OF FINANCE 184807 0 0 0 0 0 2890 0 138 0 187835 0 0 0 EMILY DIEPPA COLO VICE PRESIDENT OF WORKFORCE INNOVATI 154801 0 0 0 0 0 2562 0 0 0 157363 0 0 0 KEZIA SCALES VICE PRESIDENT OF RESEARCH & EVALUAT 138351 0 0 0 0 0 2565 0 12100 0 153016 0 0 0 COOPERATIVE HOME CARE ASSOCIATES MGMT ARE BOARD MEMBERS 433542 TRAINING AND PROGRAM GRANTS TO CHCA 0 COOPERATIVE HOME CARE ASSOCIATES MGMT ARE BOARD MEMBERS 389158 OTDA GRANTS TO CHCA 0 COOPERATIVE HOME CARE ASSOCIATES MGMT ARE BOARD MEMBERS -2667 DEVELOPMENT OF FASCILITATOR'S GUIDE 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS A FINANCE AND AUDIT COMMITTEE COMPRISED OF 4 INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS DELEGATED THE THE OVERSIGHT OF THE INDEPENDENT AUDIT FUNCTION, INCLUDING THE REVIEW AND APPROVAL OF THE AUDIT REPORT, MANAGEMENT LETTER, AND TAX AND INFORMATIONAL RETURNS SUCH AS THE FORM 990. THE COMMITTEE ALSO HAS OVERSIGHT OF THE FINANCIAL REPORTING PROCESS INCLUDING REVIEWING THE ANNUAL BUDGET AND PERIODIC FINANCIAL STATEMENTS, AND HAS OVERSIGHT OF PHI'S INVESTMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE AND MADE AVAILABLE TO THE FULL BOARD WHEN FINALIZED, PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C PHI'S BOARD MEMBERS COMPLETE ANNUAL DISCLOSURE FORMS WHICH ARE REVIEWED BY THE BOARD OF DIRECTORS OR DESIGNEE AND ANY CONFLICTS OR RELATED PARTY TRANSACTIONS DISCLOSED ARE ADDRESSED OR ASSESSED ACCORDING TO THE CONFLICT OF INTEREST POLICY. 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 USING INDEPENDENT COMPENSATION DATA FROM EITHER AN EXTERNAL COMPENSATION SPECIALIST OR EXTERNAL SOURCE SUCH AS ECONOMIC RESEARCH INSTITUTE (ERI). 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 (AND OTHER STAFF) OTHER THAN THE CEO ARE SET BY EXECUTIVE LEADERSHIP SUPPORTED THROUGH THE PROCESS OF BENCHMARKING OR THROUGH THE USE OF EXTERNAL CONSULTANTS SPECIALIZING IN COMPENSATION ANALYSIS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 PHI'S FINANCIAL STATEMENTS AND INFORMATIONAL RETURNS (FORM 990) ARE POSTED ON THE CANDID/GUIDESTAR WEBSITE (GUIDESTAR.ORG) AND THE FORM 990 IS ALSO AVAILABLE ON THE IRS WEBSITE. THE FINANCIAL STATEMENTS, FORM 990, AND FORM 1023 ARE AVAILABLE IN ELECTRONIC FORMAT UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. 13-3238142 400 EAST FORDHAM ROAD 12TH FLOOR BRONX NY 10458 133238142 TRAINING AND WORKFORCE DEVELOPMENT PROGRAM 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 INC L 839700 CASH