2024-12-13T12:40:56-06:00 2024-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2023-02-01 046046123 PHILLIPS BROOKS HOUSE ASSOCIATION INC PHIL 6174955526 HARVARD UNIVERSITY CAMBRIDGE MA 02138 MARIA DOMINGUEZ GRAY EXECUTIVE DIRECTOR 6174955526 2024-12-10 1 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2024-12-10 2023 2024-10-15 13:58:12Z MARIA DOMINGUEZ GRAY HARVARD UNIVERSITY CAMBRIDGE MA 02138 4907764 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 0 1721 0 0 2973174 2281513 119325 31522 1236499 1255069 0 0 4328998 3568104 883256 1179775 0 0 1083504 1310215 0 0 280123 1668014 1915358 3634774 4405348 694224 -837244 8955723 8362653 388969 406932 8566754 7955721 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 1722378 499655 31522 SUMMER PROGRAMS -PBHA OPERATED SUP, A COLLECTIVE OF 11 SUMMER DAY CAMPS. COLLECTIVE PROGRAMS SERVED 558 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. 1047806 149070 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. 599611 476750 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. 229349 54300 229349 54300 3599144 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 0 0 0 0 0 0 0 0 0 1 20 0 1 0 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 THE ORGANIZATION 6174955526 HARVARD UNIVERSITY CAMBRIDGE MA 02138 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 CAROLYN CHOU TRUSTEE 1.00 X 0 0 0 AVIK CHATERJEE TRUSTEE 1.00 X 0 0 0 MELISSA LUNA TRUSTEE 1.00 X 0 0 0 KARINA BURUCA TRUSTEE 1.00 X 0 0 0 NATANJA CRAIG-OQUENDO TRUSTEE 1.00 X 0 0 0 JULIE REUBEN TRUSTEE 1.00 X 0 0 0 MINA MAKARIOUS 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 ATLA MAURO TRUSTEE 1.00 X 0 0 0 SARAH WANG TRUSTEE 1.00 X 0 0 0 ALEX FERNAND SECRETARY 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 CODY VASQUEZ PRESIDENT 10.00 X X 0 0 0 MARIA DOMINGUEZ GRAY EXECUTIVE DIRECTOR 35.00 X 124867 0 41639 KATE JOHNSEN DEPUTY DIRECTOR 35.00 X 104205 0 30156 229072 0 71795 2 0 1 0 0 131422 460774 1689317 2281513 CAMP PARTICIPANT FEES 624410 31522 31522 31522 1255069 1255069 1339660 1339660 0 0 131422 0 0 3568104 31522 0 1255069 1179775 1179775 177092 132820 26563 17709 921403 596351 167817 157235 73712 47708 13426 12578 57158 34986 11038 11134 80850 53393 14392 13065 38000 38000 150548 150548 84508 67162 15891 1455 18016 9712 7988 316 28971 12357 4007 12607 271597 270471 1126 146023 181194 -43035 7864 224010 224010 111896 105535 6361 PROGRAM ACTIVITIES 312741 280624 17903 14214 FOOD 182868 157207 15415 10246 EQUIPMENT RENTAL & MAIN 91207 59386 19793 12028 TRAINING 89693 73244 7811 8638 165280 113209 51037 1034 4405348 3599144 526081 280123 1406164 841876 167276 302196 19156 17682 1862767 1339279 612609 523488 4723363 4883511 2027155 1793900 8955723 8362653 75714 68716 313255 338216 388969 406932 X 6312602 5624860 2254152 2330861 8566754 7955721 8955723 8362653 -837244 226211 0 X X 0 1 X 1 0 X 1890290 1875194 2009772 2973174 2281513 11029943 1890290 1875194 2009772 2973174 2281513 11029943 11029943 1203595 1131378 2204158 1236499 1255069 7030699 18060642 329408 0.61070 0.60860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4275314 337681 201572 4411423 4691816 -219634 196868 4275314 4202142 675136 185462 4691816 4117995 256123 171976 4202142 3642136 641403 165544 4117995 0.67010 0.10170 0.22820 0 1 1 1274196 1027006 247190 588571 312273 276298 523488 INTEREST RECEIVABLE 13662 DUE FROM HARVARD UNIVERSITY 839926 HARVARD HELD ENDOWMENT 856170 OPERATING LEASE RIGHT-OF-USE ASSET 84142 1793900 ACCOUNTS PAYABLE - DUE TO HARVARD UNIVERSITY 253159 OPERATING LEASE LIABILITY 85057 338216 X 4892295 226211 1248528 1474739 3417556 150548 150548 3568104 5503328 1248528 1248528 4254800 150548 150548 4405348 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, 2024, 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, 2024. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. SUMMER URBAN PROGRAM AUCTION 111518 111518 HARVARD COLLEGE MARATHON CHALLENGE 16970 16970 2 2934 2934 131422 131422 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. 9 140000 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. 167 438000 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. 280 579116 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. 64 51559 FUNDING SUPPORT FROM HARVARD PRESIDENT PUBLIC SERVICE FUND (PPSF) FOR PBHA STUDENT ORGANIZATIONS. 0 290 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. PART III: THE TOTAL AMOUNT OF GRANTS REPORTED ON SCHEDULE I TO INDIVIDUALS EXCEEDS THE AMOUNT REPORTED ON FORM 990, PART IX, LINE 2 BY $29,190. ON THE AUDITED FINANCIAL STATEMENTS FOR THE PERIOD ENDING JANUARY 31, 2024, $1,179,775 OF THE SCHOLARSHIPS WERE ALLOCATED TO PROGRAM EXPENSES AND $29,190 OF THE SCHOLARSHIPS WERE ALLOCATED TO GENERAL AND ADMINISTRATIVE EXPENSES. X X X 0 0 0 0 0 0 0 0 0 MARIA DOMINGUEZ GRAY EXECUTIVE DIRECTOR 124867 0 0 0 0 0 10836 0 30803 0 166506 0 0 0 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. 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 AS NEEDED 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. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL MAKE ITS FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. 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 XII; LIN 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.