2025-12-15T08:24:08-06:00 2025-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-02-01 046046123 PHILLIPS BROOKS HOUSE ASSOCIATION INC PHIL 6174955526 HARVARD UNIVERSITY CAMBRIDGE MA 02138 MARIA DOMINGUEZ GRAY EXECUTIVE DIRECTOR 6174955526 2025-12-12 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-12-12 2024 2025-03-06 01:10:19Z MARIA DOMINGUEZ GRAY HARVARD UNIVERSITY CAMBRIDGE MA 02138 5476229 0 X WWW.PBHA.ORG X 1973 MA THE PHILLIPS BROOKS HOUSE ASSOCIATION (PBHA) STRIVES FOR SOCIAL JUSTICE. AS A STUDENT-LED ORGANIZATION, PBHA MOBILIZES VOLUNTEERS IN COLLABORATION WITH BOSTON AND CAMBRIDGE PARTNERS TO ADDRESS GAPS IN OPPORTUNITIES AND RESOURCES. WE DEVELOP STUDENT AND COMMUNITY LEADERSHIP TO CREATIVELY MEET CRITICAL NEEDS AND ADVOCATE FOR STRUCTURAL CHANGE. PBHA SEEKS TO PROMOTE SOCIAL AWARENESS AND COMMUNITY INVOLVEMENT AT HARVARD AND BEYOND. 25 25 16 1456 0 0 2281513 2604744 31522 51628 1255069 1438332 0 0 3568104 4094704 1179775 1202409 0 0 1310215 1472392 0 0 351554 1915358 2324974 4405348 4999775 -837244 -905071 8362653 7458510 406932 346079 7955721 7112431 X THE PHILLIPS BROOKS HOUSE ASSOCIATION (PBHA) STRIVES FOR SOCIAL JUSTICE. AS A STUDENT-LED ORGANIZATION, PBHA MOBILIZES VOLUNTEERS IN COLLABORATION WITH BOSTON AND CAMBRIDGE PARTNERS TO ADDRESS GAPS IN OPPORTUNITIES AND RESOURCES. WE DEVELOP STUDENT AND COMMUNITY LEADERSHIP TO CREATIVELY MEET CRITICAL NEEDS AND ADVOCATE FOR STRUCTURAL CHANGE. PBHA SEEKS TO PROMOTE SOCIAL AWARENESS AND COMMUNITY INVOLVEMENT AT HARVARD AND BEYOND. 0 0 2027433 521691 51628 SUMMER PROGRAMS -PBHA OPERATED SUP, A COLLECTIVE OF 11 SUMMER DAY CAMPS. COLLECTIVE PROGRAMS SERVED 598 YOUTH IN BOSTON AND CAMBRIDGE. THE CAMPS RAN FOR SIX WEEKS PROVIDING ACADEMIC ENRICHMENT AND RECREATIONAL ACTIVITIES. IN ADDITION, SUP EMPLOYED JUNIOR COUNSELORS FROM THE NEIGHBORHOODS IN WHICH WE SERVE. MANY OF WHOM GO ON TO BECOME SENIOR COUNSELORS AND DIRECTORS. PBHA ALSO SAW THE RETURN OF UNIVERSITY HOUSING FOR SUMMER STAFF, A VALUABLE RESOURCE FOR BOTH VISITING SCHOLARS AND LOCAL STUDENT LEADERS ALIKE. 1275939 126794 TERM PROGRAMS - MORE THAN 50 TERM TIME PROGRAMS RAN DURING THE SCHOOL YEAR PROVIDING AN ENRICHING PUBLIC SERVICE EXPERIENCE FOR OUR STUDENTS. THESE PROGRAMS MET COMMUNITY NEEDS IN THE FOLLOWING AREAS: ADULT EDUCATION, PRISON EDUCATION, YOUTH DEVELOPMENT OPPORTUNITIES, ELDER SERVICES, AFTER SCHOOL ENRICHMENT, ARTS ENRICHMENT, MENTORING, ADVOCACY, HEALTH, AND HOUSING. PROGRAMS WERE CONDUCTED IN CAMBRIDGE, CHINATOWN, DORCHESTER, MISSION HILL, ROXBURY, SOUTH BOSTON, SOUTH END, AND THE GREATER BOSTON CAMBRIDGE REGION. IN ADDITION, PBHA OPERATES TWO HOMELESS SHELTERS IN CAMBRIDGE WHICH ARE OPEN YEAR-ROUND. 659557 509455 SCHOLARSHIP PROGRAMS -THE PRISCILLA CHAN STRIDE SERVICE PROGRAM FUND SUPPORTS STUDENTS OF DIVERSE ECONOMIC AND SOCIAL BACKGROUNDS. CHAN STRIDE SCHOLARS COLLABORATE WITH INDIVIDUALS AND COMMUNITY-BASED AGENCIES. BY UTILIZING REFLECTION, SKILL DEVELOPMENT OPPORTUNITIES, MENTORSHIP, AND FINANCIAL ASSISTANCE, STUDENTS ARE PREPARED FOR CIVIC ENGAGEMENT AND/OR EMPLOYMENT IN THE PUBLIC SERVICE ARENA. 62296 44469 62296 44469 4025225 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 14 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X JULIET RICHARDSON 6174955526 HARVARD UNIVERSITY CAMBRIDGE MA 02138 CODY VASQUEZ PRESIDENT 10.00 X X 0 0 0 TALIA LEVITT VICE PRESIDENT 10.00 X X 0 0 0 AUDREY YANG TREASURER 10.00 X X 0 0 0 ALEX FERNAND SECRETARY 10.00 X X 0 0 0 KHIN OO TRUSTEE 5.00 X 0 0 0 ARYA PRASAD TRUSTEE 5.00 X 0 0 0 HANS BACH-NGUYEN TRUSTEE 5.00 X 0 0 0 NANA SAFO-MENSA TRUSTEE 5.00 X 0 0 0 REBECCA JANFAZA TRUSTEE 5.00 X 0 0 0 ESTEFANIA VASQUEZ TRUSTEE 5.00 X 0 0 0 JAMIE DURANT TRUSTEE 5.00 X 0 0 0 DARCY LIN TRUSTEE 5.00 X 0 0 0 SHRIYA BHAT TRUSTEE 5.00 X 0 0 0 MOACIR BARBOSA TRUSTEE 1.00 X 0 0 0 KARINA BURUCA TRUSTEE 1.00 X 0 0 0 AVIK CHATERJEE TRUSTEE 1.00 X 0 0 0 CAROLYN CHOU TRUSTEE 1.00 X 0 0 0 NATANJA CRAIG-OQUENDO TRUSTEE 1.00 X 0 0 0 LESLIE DUHAYLONGSOD TRUSTEE 1.00 X 0 0 0 CHRISTINE LETTS TRUSTEE 1.00 X 0 0 0 MELISSA LUNA TRUSTEE 1.00 X 0 0 0 MINA MAKARIOUS TRUSTEE 1.00 X 0 0 0 ATLA MAURO TRUSTEE 1.00 X 0 0 0 JULIE REUBEN TRUSTEE 1.00 X 0 0 0 SARAH WANG TRUSTEE 1.00 X 0 0 0 MARIA DOMINGUEZ GRAY EXECUTIVE DIRECTOR 35.00 X 133989 0 33029 KATE JOHNSEN DEPUTY DIRECTOR 35.00 X 105255 0 27056 239244 0 60085 2 0 1 1 0 121971 466702 2016071 129649 2604744 CAMP PARTICIPANT FEES 624410 51628 51628 51628 1229037 1229037 1590820 1381525 209295 209295 209295 0 121971 0 0 4094704 51628 0 1438332 1202409 1202409 174917 131187 26238 17492 1016111 698952 148710 168449 81288 55916 11896 13476 111489 76356 16298 18835 88587 61611 13004 13972 42840 42840 155842 155842 155493 107544 47689 260 10276 4195 5543 538 42204 21701 6993 13510 358683 309109 11864 37710 374627 345667 11785 17175 206666 206666 96169 88057 8112 FOOD 329832 316658 1790 11384 PROGRAM ACTIVITIES 235613 199052 16718 19843 EQUIPMENT RENTAL & MAIN 152022 115432 20793 15797 TRAINING 60788 29102 29286 2400 103919 55611 47595 713 4999775 4025225 622996 351554 841564 1072318 312 311 302196 227719 17682 15777 1862767 1545945 523488 316822 4883511 4790974 1793900 1034589 8362653 7458510 68716 89513 338216 256566 406932 346079 X 5624860 4616767 2330861 2495664 7955721 7112431 8362653 7458510 X -905071 91712 -29931 X 0 1 X 1 0 X 1875194 2009772 2973174 2281513 2604744 11744397 1875194 2009772 2973174 2281513 2604744 11744397 48989 11695408 1131378 2204158 1236499 1255069 1229037 7056141 18800538 276513 0.62210 0.61070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4411423 349587 243515 4517495 4275314 337681 201572 4411423 4691816 -219634 196868 4275314 4202142 675136 185462 4691816 4117995 256123 171976 4202142 0.64880 0.09930 0.25190 1 0 1274196 1156009 118187 588571 389936 198635 316822 INTEREST RECEIVABLE 13611 DUE FROM HARVARD UNIVERSITY 201436 HARVARD HELD ENDOWMENT 787844 OPERATING LEASE RIGHT-OF-USE ASSET 31698 1034589 ACCOUNTS PAYABLE - DUE TO HARVARD UNIVERSITY 225797 OPERATING LEASE LIABILITY 30769 256566 X 5265939 91712 1235365 1327077 3938862 155842 155842 4094704 6109229 1235365 29931 1265296 4843933 155842 155842 4999775 PART V, LINE 4: THE ENDOWMENT FUNDS INCLUDE THOSE ASSETS OF DONOR RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD DESIGNATED FUNDS WHICH HAVE BEEN SET ASIDE BY THE BOARD FOR POTENTIAL FUTURE OBLIGATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF JANUARY 31, 2025, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF JANUARY 31, 2025. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. PART XII, LINE 2D - OTHER ADJUSTMENTS: PRIOR YEAR GOVERNMENT GRANT FUNDS REFUNDED TO GRANTEE 29,931. SUMMER URBAN PROGRAM AUCTION 98865 98865 PLANT SALE 6870 6870 2 16236 16236 121971 121971 1 PBHA'S CHAN STRIDE FELLOWSHIPS ARE INTENDED FOR HARVARD SENIORS WHO WERE DEVOTED TO SERVICE AS UNDERGRADUATES, AND WHO DEMONSTRATE A FUTURE LIFETIME COMMITMENT TO SERVICE. THE SPIRIT OF THE AWARD IS TO PROVIDE FELLOWS WITH THE OPPORTUNITY TO PUT THEIR VISION FOR SOCIAL CHANGE INTO ACTION.MONEY FROM THE PHILLIPS BROOKS HOUSE ASSOCIATION IS INTENDED TO SUPPORT THE FELLOW'S LIVING EXPENSES AS THEY WORK ON A PUBLIC INTEREST PROJECT FULL-TIME IN THE YEAR FOLLOWING GRADUATION. 4 120000 0 PBHA CHAN STRIDE UNDERGRADUATE SCHOLARSHIP PROGRAM ISSUES SCHOOL TERM-TIME SCHOLARSHIPS TO STUDENTS WHO DEDICATE THEIR TIME TO PUBLIC SERVICE, WORKING IN THE COMMUNITIES SERVED BY PBHA. MONEY IS AWARDED BASED ON SERVICE HOURS AND PARTICIPATION IN LEADERSHIP DEVELOPMENT TRAINING. 336 374190 0 PBHA AWARDS UNDERGRADUATE STUDENTS MONEY FOR SUMMER AND TERM INTERNSHIPS SERVING THE BOSTON AND CAMBRIDGE COMMUNITIES IN AREAS SUCH AS AFTERSCHOOL PROGRAMS, HOMELESS SHELTERS, AND SUMMER URBAN CAMPS. 674 516196 0 PBHA ISSUES AWARDS TO GRADUATING SENIORS WHO HAVE SHOWN A DEDICATION TO SERVICE DURING THEIR UNDERGRADUATE YEARS. AWARDS ARE INTENDED AS A RECOGNITION OF THEIR SERVICE TO THE COMMUNITIES SERVED BY THE PHILLIPS BROOKS HOUSE ASSOCIATION. 117 59434 0 FUNDING SUPPORT FROM HARVARD PRESIDENT PUBLIC SERVICE FUND (PPSF) FOR PBHA STUDENT ORGANIZATIONS. 0 2250 0 FOOD DONATION 96 0 127160 COMPARABLE SALES HARVARD UNIVERSITY GAVE ASSISTANCE IN THE FORM OF A PAID MEAL PLAN TO STUDENTS LIVING ON CAMPUS OVER THE SUMMER MONTHS. PART I, LINE 2: FOR CHAN STRIDE PROGRAM, INDIVIDUALS ARE REQUIRED TO FOLLOW A WORKPLAN AND PERIODICALLY MEET WITH MANAGEMENT TO MONITOR PROGRESS AGAINST THE WORKPLAN. ADDITIONALLY, ALL INDIVIDUALS WRITE A REFLECTION PAPER AT THE COMPLETION OF THE GRANT TERM. OTHER GRANTS REQUIRE APPLICATIONS AND INTERVIEWS, AS WELL AS DOCUMENTED PARTICIPATION IN PUBLIC SERVICE PROGRAMS DURING THEIR UNDERGRADUATE YEARS. X X X 0 0 0 0 0 0 0 0 0 MARIA DOMINGUEZ GRAY EXECUTIVE DIRECTOR 133989 0 0 0 0 0 11351 0 21678 0 167018 0 0 0 KATE JOHNSEN DEPUTY DIRECTOR 105255 0 0 0 0 0 9298 0 17758 0 132311 0 0 0 SCHEDULE J, PART II, LINE ONE AND TWO: IN CALENDAR YEAR 2024, MARIA DOMINQUEZ GRAY AND KATE JOHNSEN WERE EMPLOYEES OF HARVARD UNIVERSITY. PHILLIPS BROOKS HOUSE ASSOCIATION (PBHA) REIMBURSED SALARY AND BENEFITS TO HARVARD UNIVERSITY FOR THE EXECUTIVE DIRECTOR SERVICES MARIA PROVIDED IN THE AMOUNT OF $167,018 AND FOR THE DEPUTY DIRECTOR SERVICES KATE PROVIDED IN THE AMOUNT OF $132,311. THESE AMOUNTS ARE REPORTED ON PART VII, SECTION A, COLUMN D AND F. THE TOTAL AMOUNT REIMBURSED TO HARVARD UNIVERSITY FOR THE PERIOD OF FEBRUARY 1, 2024 TO JANUARY 31, 2025 FOR MARIA'S EXECUTIVE DIRECTOR SERVICES IS $174,917 AND IS REPORTED ON LINE 5 OF THE STATEMENT OF FUNCTIONAL EXPENSES (PART IX). THE TOTAL AMOUNT REIMBURSED TO HARVARD UNIVERSITY FOR THE PERIOD OF FEBRUARY 1, 2024 TO JANUARY 31, 2025 FOR KATE'S DEPUTY DIRECTOR SERVICES IS $143,286 AND IS INCLUDED ON LINE 7, 8 AND 9 OF THE STATEMENT OF FUNCTIONAL EXPENSES (PART IX). X 1 129649 COMPARABLE SALES 0 0 0 PART I, COLUMN (B): COLUMN B REPORTS THE NUMBER OF CONTRIBUTORS FORM 990; PART V; LINE 2A: ALL EMPLOYEES ARE EMPLOYEES OF HARVARD UNIVERSITY, COMMON PAYMASTER (PRESIDENT AND FELLOWS OF HARVARD COLLEGE). HARVARD UNIVERSITY FILES ALL REQUIRED EMPLOYMENT TAX RETURNS UNDER ITS EIN. FORM 990, PART VI, SECTION A, LINE 7A AS PER THE BYLAWS OF THE PHILLIPS BROOKS HOUSE ASSOCIATION, INC EFFECTIVE NOVEMBER 3, 2010, THERE SHALL BE THREE EX OFFICIO HARVARD REPRESENTATIVES WHO SERVE AS MEMBERS OF THE BOARD. THESE MEMBERS SHALL BE APPOINTED IN CONSULTATION WITH, AND UPON APPROVAL OF, THE DEAN OF HARVARD COLLEGE OR HIS/HER DESIGNEE. FORM 990, PART VI, SECTION A, LINE 7B AS PER THE BYLAWS OF THE PHILLIPS BROOKS HOUSE ASSOCIATION, INC EFFECTIVE NOVEMBER 3, 2010, MEMBERS OF THE ORGANIZATIONS CABINET MAY SUSPEND, ALTER, AMEND, OR REPLACE IN WHOLE OR AT LEAST IN PART, BY A VOTE OF TWO-THIRDS (2/3) OF THE TOTAL CABINET VOTES PRESENT, THE ORGANIZATIONS BYLAWS. ALSO, CABINET MAY REMOVE OR SUSPEND AN ELECTED BOARD OF TRUSTEE,WITH OR WITHOUT CAUSE, BY A TWO-THIRDS (2/3) MAJORITY VOTE OF MEMBERS OF THE CABINET ENTITLED TO ELECT TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND PRESIDENT OF THE ORGANIZATION. IT IS ALSO DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND STAFF ARE REQUIRED TO DISCLOSE CONFLICTS ANNUALLY AT THE BEGINNING OF FEBRUARY. POTENTIAL CONFLICTS ARE REVIEWED AND SIGNED OFF ON AS PART OF THE ON BOARDING PROCESS FOR ALL NEW BOARD MEMBERS AND STAFF AND THEN REVIEWED AND ENFORCED AS NEEDED BY THE EXECUTIVE COMMITTEE IF ADDITIONAL CONFLICTS COME UP DURING THEIR EMPLOYMENT/BOARD TERM WITH PBHA. THE ORGANIZATION CURRENTLY DOES NOT HAVE A WHISTLEBLOWER POLICY, HOWEVER DUE TO THE FACT THAT THE EMPLOYEES ARE ACTUALLY EMPLOYED BY HARVARD, THEY ARE BOUND BY THE WHISTLEBLOWER POLICY OF HARVARD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION WOULD HAVE TO FOLLOW HARVARD'S GUIDELINES. THE POSITION IS POSTED ON HARVARD'S WEBSITE. THE ORGANIZATION HAS TO OBTAIN PERMISSION FROM THE HUMAN RESOURCES DEPARTMENT AT HARVARD TO POST A POSITION. HARVARD DETERMINES THE RANGE AT WHICH ANY INDIVIDUAL IS PAID. THE BOARD IS RESPONSIBLE FOR HIRING AND DETERMINING THE PAY RATE BASED ON THE RANGE SET BY HARVARD. ALL DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR GOVERNMENT GRANT FUNDS REFUNDED TO GRANTEE -29,931. FORM 990, PART XI, LINE 9: THE ORGANIZATION ISSUED A REFUND DURING THE FISCAL YEAR ENDING JANUARY 31, 2025 IN THE AMOUNT OF $29,931 TO THE CITY OF BOSTON, ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION (EDIC) FOR UNSPENT GRANT FUNDS ON GRANT MONIES RECEIVED IN FISCAL YEAR ENDING JANUARY 31, 2024.