Paraprofessional Healthcare Institute (PHI)

Paraprofessional Healthcare Institute (PHI) is a left-of-center healthcare worker training and research nonprofit. Located in Bronx, New York, this group advocates for increased training and pay for “direct care” workers who perform in-home services as an alternative to nursing homes or live-in patient care facilities. PHI also has a research and policy advocacy wing, the Equity Institute, through which it develops research papers and collaborates with minority- and LGBT-interest groups. 1

At-A-Glance

Formation:

1984 (Ruling Year)

President/CEO:

Jodi M. Sturgeon

Location: Bronx, NY View on map
Tax ID: 13-3575492
Most Recent Filing: 2025
Budget (2025): Assets: $19,279,921 Revenue: $8,330,546 Expenses: $5,996,133

Contents

    It is a recipient of funds from the pool of grant money pledged by MacKenzie Scott. PHI is also a member of New York Caring Majority, a coalition of health worker advocacy groups. 2

    Racial Justice

    PHI regularly advocates for an increase in the number of minority direct-care workers. Following the 2020 COVID-19 pandemic, PHI ran a study tracking the displacement of healthcare workers. The study showed that some groups of minority healthcare workers were slightly more likely to have been displaced during the pandemic, ranging from 6 percent (Latinos) to 9 percent (Asian/Pacific Islanders). The study also showed that Black and Asian/Pacific Islander workers were less likely to return to the healthcare field, a phenomenon PHI attributed to “occupational segregation and employment discrimination.” To combat this trend, PHI recommended that “race-explicit strategies could help recruit and retain displaced workers of color in the direct care workforce.” 3

    PHI advocated for similar policies before COVID-19. In 2018, PHI spokesman and vice president of policy Robert Espinoza suggested that the shortage of healthcare workers could be solved by supporting “racial justice,” and called for “race-explicit hiring and retention goals.” 4 In its 2018 report on racial disparities in the workforce, PHI also highlighted the $15,000 pay gap that existed between Black healthcare workers and their white and African-immigrant counterparts, again citing racial discrimination as the cause. 5  

    CDPAP Rule Change and Legislation

    The Consumer-Directed Personal Assistance Program (CDPAP) is a system that allows the elderly or disabled to contract in-home care with healthcare workers, who are then compensated through “financial intermediary” organizations, with payment usually coming from Medicaid.  In 2019, then-governor Andrew Cuomo (D) proposed a series of budget cuts and program reforms to this system, which was seen as one of the major areas of spending for the Medicaid program. The changes included both a flat 17 percent cut to funding, and a reduction in the number of eligible financial intermediaries from 450 to 70. Opponents of this change pointed out that this would affect up to 60,000 of the 70,000 program participants and could result in three-month payment delays for workers. PHI opposed these changes, with New York policy manager Allison Cook expressing concern about the lack of home healthcare workers in that state, and fear that some of the CDPAP support system would “outright disappear.” 6

    In March 2022, a bill was introduced in the New York State Senate to halt any changes to the CDPAP program until December 31, 2024, during which time a study would be conducted to streamline and refine any proposed alterations. 7

    People

    Jodi M. Sturgeon is president and CEO of PHI. She is also board treasurer for Cooperative Home Care Associates in New York, and the Philadelphia, Pennsylvania-based Home Care Associates. Prior to her work at PHI (where she formerly worked as vice president, CFO, and COO) she was vice president of the New Hampshire Community Loan Fund. She is also a member of Chief, an organization that advocates for greater representation of women in executive leadership roles in business. 8

    Robert Espinoza is executive vice president of policy and a frequent spokesperson for PHI. He is also the former senior director of public policy and communications for LGBT elder advocacy group SAGE (Services & Advocacy for GLBT Elders), and director of research and communications for Funders for LGBTQ Issues. 9

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2025 $19,279,921 $8,330,546 $5,996,133 View
    2024 $16,940,381 $4,212,828 $5,996,644 View
    2023 $18,471,829 $5,404,185 $5,693,946 View
    2022 $18,359,848 $15,168,776 $4,522,417 View
    2021 $9,655,227 $4,912,633 $6,107,407 View

    Prior year filings: 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 33

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Jodi SturgeonPRESIDENT & CEO$276,423
    Erica Brown-MyrieEXECUTIVE VICE PRESIDENT OF FINANCE AND ADMINISTRA$184,807
    Emily Dieppa ColoVICE PRESIDENT OF WORKFORCE INNOVATIONS$154,801
    Amy RobinsSENIOR DIRECTOR OF POLICY$140,021
    Kezia ScalesVICE PRESIDENT OF RESEARCH & EVALUATION$138,351
    Martha MedinaDIRECTOR OF PEOPLE & CULTURE$136,996
    Gwendolyn TannerDIRECTOR OF LEARNING STRATEGIES$132,579
    Ben FreemanVICE PRESIDENT OF PARTNERSHIPS & ENGAGEMENT$131,623

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $80,681,492
    • Number of Grants: 269
    • Number of Funders: 61

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $10,005,0002022 National Philanthropic TrustHUMAN SERVICES
    $10,000,0002022 MacKenzie ScottMacKenzie Scott made an unrestricted grant of $10,000,000 to PHI. Mission: 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.
    $1,180,0002020 Robin Hood FoundationGENERAL
    $1,000,0002025 The Harry and Jeanette Weinberg Foundation Incto support a program to improve job quality for home care workers and health outcomes for older adults
    $1,000,0002024 Margaret A Cargill FoundationUNIVERSAL DIRECT CARE WORKER INITIATIVE
    $750,0002025 Mother Cabrini Health FoundationAdvancing Care, Advancing Careers: Improving Health Outcomes for Vulnerable New Yorkers by Establishing a Universal Direct Care Workforce Model
    $700,0002023 Margaret A Cargill FoundationThe purpose of the project is to implement and evaluate advanced roles for home care workers in Minnesota and Wisconsin – measuring indicators of success such as return on investment for the participating employers, improved care outcomes for older adults, and enhanced job quality for the workers, thus building an evidence-based case in support of advancement in this field.
    $700,0002023 W.K. Kellogg Foundationsupport the expansion of statewide and national-level advocacy campaigns that advance policy reforms to sustain long-term improvements for the direct care workforce and ensure quality in long-term care services
    $700,0002020 W.K. Kellogg FoundationProvide capacity building and research for coalitions in North Carolina, Michigan and a third state to advance policy reforms that will improve job quality of direct care workers and advance public understanding of the current status of the workforce
    $600,0002022 Robin Hood FoundationPOVERTY RELIEF
    $505,0002025 National Philanthropic TrustRELIGION
    $255,0002023 National Philanthropic TrustHUMAN SERVICES
    $240,0002024 The New York Community TrustFOR PROGRAM SUPPORT.
    $207,5002021 Pinkerton FoundationCareer Readiness
    $200,0002023 Pinkerton FoundationCareer Readiness
    $200,0002023 The Harry and Jeanette Weinberg Foundation IncTO SUPPORT A COMPREHENSIVE MODEL FOR HOME CARE WORKER ADVANCEMENT THAT TRANSFORMS JOB QUALITY AND PROMOTES IMPROVED CARE OUTCOMES FOR VULNERABLE OLDER ADULTS.
    $200,0002022 Pinkerton FoundationCareer Readiness
    $192,7442024 The John A. Hartford FoundationTHE FAMILY CAREGIVER AND DIRECT CARE WORKFORCE INITIATIVE
    $181,8552023 The John A. Hartford FoundationThe Nurse as Supervisor of Direct-Care Staff
    $165,0002025 W.K. Kellogg FoundationJobs and Family Economic Security
    $150,0002026 RRF Foundation for Agingfor a state-level advocacy campaign to build traction for the adoption of a comprehensive Universal Direct Care WorkforceTM Initiative
    $150,0002024 The Clark FoundationGeneral Support for New York Program
    $150,0002024 Margaret A Cargill FoundationADVANCED ROLES IN HOME CARE RETURN ON INVESTMENT
    $150,0002022 Altman Foundationto help transform New York State’s direct care workforce through policy and practice interventions
    $125,4532025 National Council on AgingSUPPORT

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $17,000
    • Number of Grants: 1
    • Number of Recipients: 1

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $17,0002025 Home Care Associates of PhiladelphiaSUPPORT HOME CARE WORKERS.

    References

    1. “Equity Institute.” PHI. Accessed August 15, 2022.  http://www.phinational.org/equity-institute/
    2. “About.” New York Caring Majority. Accessed August 15, 2022. https://www.nycaringmajority.org/about-coalition
    3. McCall, Stephen. “Recruiting Covid-Displaced Workers to Build the Direct Care Workforce.” Generations. October 28, 2021. Accessed August 15, 2022. https://generations.asaging.org/rebuilding-direct-care-workforce-post-covid
    4. Espinoza, Robert. “Worried About Care for Your Aging Parents? Support Racial Justice.” Diverse Elders. February 20, 2018. Accessed August 15, 2022. https://diverseelders.org/2018/02/20/worried-about-care-for-your-aging-parents-support-racial-justice/
    5. “PHI Releases Research Series on Racial Disparities in Direct Care.” PHI. February 6, 2018. Accessed August 15, 2022. https://www.phinational.org/news/phi-releases-research-series-racial-disparities-direct-care/
    6. Abraham, Roshan. “Alarm Over Proposed Cuts to State Program Overseeing Home-Health Aides.” March 11, 2019 Accessed August 15, 2022. https://citylimits.org/2019/03/11/cuomo-cut-cdpap-home-aides-medicaid/
    7. “Senate Bill S8586.” NY Senate.gov. Accessed August 15, 2022. https://www.nysenate.gov/legislation/bills/2021/S8586
    8. “Jodi Sturgeon.” Linkedin. Accessed August 15, 2022. https://www.linkedin.com/in/jodi-sturgeon-707262a/
    9.  “Robert Espinoza.” Linkedin. Accessed August 15, 2022. https://www.linkedin.com/in/robertespinoza1