Civic Intelligence

Phoenix House Orange County Inc.

990 • Fiscal year 2016 • EIN 22-2268070

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.phoenixhouse.org
11600 Eldridge AvenueLake View Terrace, CA 91342

(818) 686-3050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.31x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.22x

Higher debt load relative to revenue than 54% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

28th percentile

-3.8%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$655,654

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

6.6%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$1,272,216

Up $164,461 (+15%) from 2015

Net Assets

Down

-$396,150

Down $293,591 (-286%) from 2015

Liabilities

Up

$1,668,366

Up $458,052 (+38%) from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin28th percentile

Revenue

Up

$7,739,233

Up $481,044 (+6.6%) from 2015

Expenses

Up

$8,032,824

Up $646,088 (+8.7%) from 2015

Net Income

Down

-$293,591

Down $165,044 (-128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2010: $656,418Liabilities 2010: $225,800Net Assets 2010: $430,6182010Assets 2011: $1,062,057Liabilities 2011: $649,769Net Assets 2011: $412,2882011Assets 2012: $820,414Liabilities 2012: $350,242Net Assets 2012: $470,1722012Assets 2013: $1,030,983Liabilities 2013: $988,085Net Assets 2013: $42,8982013Assets 2014: $1,109,120Liabilities 2014: $1,083,132Net Assets 2014: $25,9882014Assets 2015: $1,107,755Liabilities 2015: $1,210,314Net Assets 2015: -$102,5592015Assets 2016: $1,272,216Liabilities 2016: $1,668,366Net Assets 2016: -$396,1502016Assets 2017: $1,582,225Liabilities 2017: $2,074,417Net Assets 2017: -$492,1922017Assets 2018: $1,282,809Liabilities 2018: $1,788,316Net Assets 2018: -$505,5072018Assets 2019: $1,072,145Liabilities 2019: $3,003,622Net Assets 2019: -$1,931,4772019Assets 2020: $1,261,239Liabilities 2020: $3,540,670Net Assets 2020: -$2,279,4312020Assets 2021: $856,497Liabilities 2021: $2,140,374Net Assets 2021: -$1,283,8772021Assets 2022: $2,975,818Liabilities 2022: $2,398,362Net Assets 2022: $577,4562022Assets 2023: $2,575,432Liabilities 2023: $2,051,181Net Assets 2023: $524,2512023Assets 2024: $2,995,531Liabilities 2024: $2,262,977Net Assets 2024: $732,5542024

Highlighted filing

2016

Assets$1,272,216
Liabilities$1,668,366
Net Assets-$396,150
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,298,3932010Expenses 2011: $5,505,2482011Revenue 2012: $5,463,375Expenses 2012: $5,405,491Net Income 2012: $57,8842012Expenses 2013: $5,934,8232013Revenue 2014: $7,642,519Expenses 2014: $7,659,429Net Income 2014: -$16,9102014Revenue 2015: $7,258,189Expenses 2015: $7,386,736Net Income 2015: -$128,5472015Revenue 2016: $7,739,233Expenses 2016: $8,032,824Net Income 2016: -$293,5912016Revenue 2017: $7,631,858Expenses 2017: $7,727,900Net Income 2017: -$96,0422017Revenue 2018: $7,792,310Expenses 2018: $7,805,625Net Income 2018: -$13,3152018Revenue 2019: $5,000,336Expenses 2019: $6,426,306Net Income 2019: -$1,425,9702019Revenue 2020: $6,285,450Expenses 2020: $6,633,404Net Income 2020: -$347,9542020Revenue 2021: $10,197,370Expenses 2021: $9,201,816Net Income 2021: $995,5542021Revenue 2022: $10,566,661Expenses 2022: $8,705,328Net Income 2022: $1,861,3332022Revenue 2023: $10,344,390Expenses 2023: $10,397,595Net Income 2023: -$53,2052023Revenue 2024: $13,278,076Expenses 2024: $13,069,773Net Income 2024: $208,3032024

Highlighted filing

2016

Revenue$7,739,233
Expenses$8,032,824
Net Income-$293,591
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$7,739,233
Mission and Program Overview

Mission

We are passionate about healing individuals, families and communities challenged by substance use disorders and related mental health conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$556,711$825,349▲ $268,638
Land, Buildings, and Equipment, Net$396,099$347,470▼ $48,629
Prepaid Expenses and Deferred Charges$34,576$82,540▲ $47,964
Accounts Receivable$99,525$10,545▼ $88,980
Cash and Non-Interest-Bearing Accounts$5,271$6,312▲ $1,041
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,107,755$1,272,216▲ $164,461
Other Assets Total$15,573$0▼ $15,573
Liabilities
Other Liabilities$1,051,947$1,436,167▲ $384,220
Accounts Payable and Accrued Expenses$158,367$232,199▲ $73,832
Total Liabilities$1,210,314$1,668,366▲ $458,052
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,390$1,153▼ $4,237
Unrestricted Net Assets$-107,949$-397,303▼ $289,354
Total Net Assets Fund Balance$-102,559$-396,150▼ $293,591
Total Liabilities and Net Assets / Fund Balance$1,107,755$1,272,216▲ $164,461

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$277,911$245,298$523,209
Other Land Buildings$69,559$104,597$174,156
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kevin A RalphVP. Director H/RPT$146,377$146,377
Elena KsendzovVice PresidentPT$131,428$131,428
Earlene BrysonAsst SecretaryPT$116,304$116,304
Ann BrayPresident & CEO-$83,900$83,900

Board Members and Trustees

NameTitle
Elizabeth J Harris PhDChairwoman
Brad de KoningInterim Chair
Howard MeitinerFormer PHF President
Denise FriedmanDirector
Geoffrey NathansonDirector
Valeria RicoDirector
Pouria AbbassiSVP Reg Director Sec
Elizabeth Stanley-SalazarVP, Director Pub Pol
John J DiehlAsst. Secretary
Mark G WhiteFormer Assistant Secretary
Kevin T KirchoffSVP, CFO
Robert E WilsonSVP, CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$3,459,086
Program Service Revenue
$4,278,997
Investment Income
$850
Other Revenue
$300
All Other Contributions
$11,155
Change in Net Assets
$-293,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,739,233
Total Revenue per Audited Statements
$7,739,233
Total Revenue per Form 990
$7,739,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,985,246
Other Expenses$3,047,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,714,666--$3,714,666
Payments to Affiliates-$1,101,618-$1,101,618
Other Employee Benefits$833,921--$833,921
Occupancy$466,006--$466,006
Office Expenses$452,011--$452,011
Payroll Taxes$320,685--$320,685
Insurance$146,747--$146,747
Travel$132,341--$132,341
Pension Plan Contributions$115,974--$115,974
Fees for Services Other$94,220--$94,220
Depreciation Depletion$59,450--$59,450
Fees for Services Management$56,246--$56,246
Information Technology$48,520--$48,520
Other Expenses$18,388--$18,388
Fees for Services Accounting$10,845--$10,845
Conferences and Meetings$10,195--$10,195
Total Functional Expenses$6,931,206$1,101,618$0$8,032,824

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,032,824
Total Expenses per Audited Statements$8,032,824
Total Expenses per Form 990$8,032,824
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$1,436,167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The member or members elect individuals to the board of directors, approve and amend the bylaws, and exercise those powers provided to members of non-profit organizations under applicable state law.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“See 6 description above.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“See 6 description above.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Phoenix House Finance and Accounting staff prepare the 990, which is reviewed by the Corporate Controller, Chief Financial Officer, General Counsel and Grant Thornton, LLP. The completed return is distributed to the organization's Board of Directors.The Chief Financial Officer signs the return, and then it is e-filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“On an annual basis all officers and directors are required to complete a conflict of interest questionnaire. The board of directors (or committee thereof) directly reviews all transactions presenting any potential conflict of interest, or the appearance thereof, and enforces the policy by approving such transactions only if they do not present a conflict or are independently determined to be fair, reasonable, and in the best interests of the organization.Any director or officer with an interest in the transaction at issue may not participate in or attempt to influence the boards (or committees) deliberations or decision. Prior to entering into such a transaction, the board (or committee) also considers alternative transactions to the extent available.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the President is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof) or by the board (or committee thereof) of the organization's sole member, and recorded in minutes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The compensation of the officers is benchmarked by a consultant and reviewed (without participation by the person compensated) for reasonableness by the organization's board (or a committee thereof) or by the board (or committee thereof) of the organization's sole member, and recorded in minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“This organization includes its financial results in the PHF and Affiliates Consolidated Financial Statements, which are made available to the public through our website. Other corporate documents are available only at the direction of management unless required by law.”

Filing and Contact Details

Filer

Filer Name
Phoenix House Orange County Inc
EIN
22-2268070
Phone
8186863050
Address
11600 Eldridge Avenue, Lake View Terrace, CA 91342

Signing Officer

Name
Robert E Wilson
Title
SVP, CFO
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Bray
Formed
1979
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
160
Volunteers
5

Preparer

Firm
Grant Thorton LLP
Address
757 Third Ave 4th floor, New York, NY 10017
Phone
2125429609
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Phoenix House Orange County, Inc.'s financial information is reported in the consolidated financial statements of its parent Phoenix Houses of California, Inc. The following FIN 48 footnote is from the Phoenix Houses of California, Inc. and Affiliates ("PHC&A") consolidated financial statements.Guidance in the area of Accounting for Uncertainty in Income Taxes under the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This standard provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is more-likely-than-not to be sustained if the position were to be challenged by a taxing authority. The standard also provides guidance on measurement, classification, interest and penalties and disclosure. The adoption of this standard by PHC&A has not had an impact on the accompanying consolidated financial statements. The tax years ended 2013 through 2016 are still open to audit for both federal and state purposes. PHC&A has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and, to identify and evaluate other matters that may be considered tax positions.”

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IRS990/Form990PartVIISectionAGrp/PersonNm15Howard Meitiner
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairwoman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Interim Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8Asst. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9SVP, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP. Dir H/R
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP, Dir Pub Pol
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP Reg Dir Sec
IRS990/Form990PartVIISectionAGrp/TitleTxt14Former Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Former PHF President
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IRS990/ProgSrvcAccomActy3Grp/Desc0Ambulatory Services:Both intensive and standard outpatient programs at Phoenix House combine case management with substance abuse treatment that includes individual, group, and family counseling, relapse prevention, and research proven practices that address such specific client needs as anger management, post traumatic stress disorder, and life skills training. Programs may also offer educational and vocational guidance and job placement.Expenses associated with providing treatment on an outpatient basis to about 200 clients.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,216
Liabilities
$1,668,366
Net assets
-$396,150
Revenue
$7,739,233
Expenses
$8,032,824
Net income
-$293,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$2.26$0.73$13.3$13.1$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$2.05$0.52$10.3$10.4$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$2.40$0.58$10.6$8.71$1.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$2.14$1.28$10.2$9.20$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$3.54$2.28$6.29$6.63$0.35
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$3.00$1.93$5.00$6.43$1.43
2018Summary only. Only limited summary data is available for this year.$1.28$1.79$0.51$7.79$7.81$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$2.07$0.49$7.63$7.73$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.27$1.67$0.40$7.74$8.03$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.21$0.10$7.26$7.39$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.08$0.03$7.64$7.66$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.99$0.04$5.93
2012Summary only. Only limited summary data is available for this year.$0.82$0.35$0.47$5.46$5.41$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.65$0.41$5.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.23$0.43$5.30