2024-11-13T19:48:44-06:00 2023-12-31 910189318 MOSS ADAMS LLP 1301 A STREET SUITE 600 TACOMA WA 984024205 990 2023-01-01 262377858 THE CAROL MILGARD BREAST CENTER CARO 2537592622 4525 S 19TH ST TACOMA TACOMA WA 98405 LEANNE NOREN EXECUTIVE DIRECTOR 2533831099 2024-11-13 1 1 SARAH BUHL P01761151 2535724100 2024-11-13 2023 2024-10-15 13:58:12Z LEANNE NOREN PO BOX 1535 TACOMA WA 98401 17226361 0 X WWW.CAROLMILGARDBREASTCENTER.ORG X 2008 WA TO PROVIDE SUSTAINABLE BREAST HEALTH SERVICES TO ALL WOMEN AND MEN IN OUR COMMUNITY, IN A CARING ENVIRONMENT THAT FOSTERS CONFIDENCE, COMFORT, PEACE, AND DIGNITY. 12 11 0 33 0 0 341380 387804 17006662 16750057 -13004 57481 67846 11053 17402884 17206395 0 0 0 0 0 0 0 0 292726 17048538 16737064 17048538 16737064 354346 469331 10816651 19798178 2941834 11454030 7874817 8344148 X TO PROVIDE SUSTAINABLE BREAST HEALTH SERVICES TO ALL WOMEN AND MEN IN OUR COMMUNITY, IN A CARING ENVIRONMENT THAT FOSTERS CONFIDENCE, COMFORT, PEACE, AND DIGNITY. 0 0 12274975 16750057 PATIENT CARE SERVICES IN 2023, THE BREAST CENTER SERVED A TOTAL OF 43,181 TOTAL PATIENTS, PROVIDING 56,957 EXAMS AND PROCEDURES. THE FAITHHEALTH IN ACTION COMMUNITY OUTREACH PROGRAM SERVED 5 CHURCH HEALTH MINISTRY PROGRAMS, TRAINING 7 HEALTH MINISTERS, PASTORS AND FIRST LADIES, REACHING 875 CONGREGANTS. 65843 THE BREAST CENTER PARTICIPATED IN 2 BREAST HEALTH RELATED EVENTS, PROVIDING BREAST HEALTH EDUCATION CMBC CONTINUES ITS SOCIAL MEDIA STRATEGY TO SPREAD THE WORD ABOUT DETECTION OF BREAST CANCER AND HOW SCREENING MAMMOGRAPHY SAVES LIVES. 34609 OUTREACH TO UNDERSERVED POPULATIONS IN KEEPING WITH ITS MISSION, THE BREAST CENTER HELD 8 SCREENING EVENTS THIS YEAR SERVING 167 WOMEN. THE BREAST CENTER CONTINUED ITS PARTNERSHIP WITH THE INSURANCE COMPANY COORDINATED CARE WHO SPONSORS THESE EVENTS. FOR PATIENT OUTREACH, THE PARTNERSHIPS WITH PUYALLUP TRIBAL HEALTH AUTHORITY AND PIERCE COUNTY PROJECT ACCESS CONTINUE. PROJECTACCESS REACHES PATIENTS WHOSE INCOME IS AT OR NEAR THE FEDERAL POVERTY LEVEL. FOR ALL SCREENING EVENTS AND DURING ITS REGULAR OPERATING SCHEDULE, THE BREAST CENTER PROVIDES FINANCIAL AID TO ALL ELIGIBLE PATIENTS THROUGH THE SUPPORT OF DONOR FUNDS AND PUBLIC PROGRAMS LIKE THE BREAST, COLON, AND CERVICAL HEALTH PROGRAM. APPROXIMATELY 486 PATIENTS RECEIVED FINANCIAL AID IN 2023. THE BREAST CENTER ALSO ADMINISTERS (SEE SCHEDULE O)A VOUCHER PROGRAM FOR MEN OF ANY AGE OR WOMEN UNDER AGE 35 EXPERIENCING BREAST SYMPTOMS. THE BREAST CENTER CONTINUED A PROGRAM TITLED FAITHHEALTH IN ACTION WHICH SUPPORTS AND INFORMS CONGREGATIONS OF PREDOMINANTLY PEOPLE OF COLOR. THE PROGRAM FEATURES TRAINING AND SCREENING OPPORTUNITIES RELATED TO BREAST AND PROSTATE HEALTH. MULTICARE AND VIRGINIA MASON FRANCISCAN HEALTH PROVIDERS HELP SUPPORT THE PROSTATE HEALTH COMPONENT, ALONG WITH THE AMERICAN CANCER SOCIETY. THE BREAST CENTER ALSO CONTINUED ITS COLLABORATION WITH THE LEADERS IN WOMEN'S HEALTH. THIS GROUP OF 75+ MOSTLY AFRICAN AMERICAN WOMEN HAS CONTINUED MEETING AND WORKING TOGETHER FOR 10 YEARS WITH THE GOAL OF REVERSING THE INCIDENCE AND MORTALITY RATES OF BREAST CANCER AMONG WOMEN OF COLOR IN OUR COUNTY. CMBC ALSO COLLABORATES WITH PACIFIC ISLANDER HEALTH ALLIANCE AND LATINOS UNIDOS OF SOUTH SOUND TO CONTINUE STRENGTHENING THE PARTNERSHIPS IN COMMUNITIES OF COLOR. 12375427 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 WA X CHRIS COATES CO TRA-MINW PS 2537614200 1304 FAWCETT AVE STE 301 TACOMA WA 98402 LEANNE J NOREN EXECUTIVE DIRECTOR, EX OFFICIO 40.00 X X 184677 0 44500 DEEDRA WALKEY CHAIR, BOARD OF DIRECTORS 1.00 X X 0 0 0 SALLY LEIGHTON SECRETARY, BOARD OF DIRECTORS 1.00 X X 0 0 0 PETER NORMAN TREASURER, BOARD OF DIRECTORS 1.00 X X 0 0 0 CLYDE ADDISON MD VICE CHAIR, BOARD OF DIRECTORS 1.00 X X 0 0 0 SUSAN BLACK DIRECTOR 1.00 X 0 0 0 TRACY BARNES DIRECTOR 1.00 X 0 0 0 PETER BRINK DIRECTOR 1.00 X 0 0 0 CLEMENCIA CASTRO WOOLERY DIRECTOR 1.00 X 0 0 0 LAURIE BROWN DIRECTOR 1.00 X 0 0 0 ANNE MCNAMARA DIRECTOR 1.00 X 0 0 0 GEORGE PILANT DIRECTOR 1.00 X 0 0 0 ROMAN DURAN DIRECTOR (THRU 4/23) 1.00 X 0 0 0 KETUL PATEL DIRECTOR (THRU 4/23) 1.00 X 0 0 0 WILLIAM ROBERTSON DIRECTOR (THRU 4/23) 1.00 X 0 0 0 184677 0 44500 1 0 1 1 TRA-MINW PS PO BOX 1535 TACOMA WA 98401 MANAGEMENT SERVICES AND OUTSIDE LABOR 10579800 HOLOGIC INC 24506 NETWORK PLACE CHICAGO IL 606731245 SERVICE CONTRACTS 1360773 MULTICARE HEALTH SYSTEMS PO BOX 5299 M/S 737-3-FS TACOMA WA 984150299 INFORMATION TECHONOLOGY SERVICES 452287 CHANGE HEALTHCARE LLC PO BOX 98347 CHICAGO IL 60693 SERVICE CONTRACTS 261549 4 161992 225812 387804 PATIENT SERVICES 621300 16610447 16610447 INCENTIVE PROGRAM 621300 139610 139610 16750057 56281 56281 1200 0 1200 1200 1200 31019 161992 19966 11053 11053 17206395 16750057 0 68534 X 1040063 1040063 48793 48793 9957269 8103354 1780712 73203 247064 55744 191320 387091 302524 84567 742019 460085 281934 6671 6671 626073 388194 237879 86639 86639 REPAIRS & MAINTENANCE 1583412 1357295 226117 MEDICAL SUPPLIES 1004340 1004340 BAD DEBT 455663 455663 COMPASSIONATE CARE 248228 248228 303739 84216 219523 16737064 12375427 4068911 292726 4399415 1839747 1554191 1974667 1633672 1848878 203766 248236 16611842 15844776 1316240 767066 3071950 1709367 10047634 10816651 19798178 1232467 1406396 1709367 10047634 2941834 11454030 X 7335078 7717334 539739 626814 7874817 8344148 10816651 19798178 469331 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4744412 4574070 170342 11390286 10814404 575882 477144 456302 20842 767066 INVESTMENT IN JOINT VENTURE 3071950 C 3071950 OPERATING RIGHT-OF-USE ASSET 10047634 10047634 OPERATING LEASE LIABILITY 10047634 10047634 X 16769498 19966 19966 16749532 456863 456863 17206395 16300167 19966 19966 16280201 456863 456863 16737064 PART X, LINE 2: THE CENTER IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE CENTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CENTER RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE CENTER HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,966. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS RECLASSIFIED TO STATEMENT OF FUNCTIONAL EXPENSES 455,663. GAIN ON SALE OF FIXED ASSETS 1,200. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,966. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS RECLASSIFIED TO STATEMENT OF FUNCTIONAL EXPENSES 455,663. GAIN ON SALE OF FIXED ASSETS 1,200. MAMMOGRAMS SAVE LIVES LUNCHEON 164312 148492 15820 6600 1438 PINK IN THE PARK 28699 13500 15199 11928 193011 161992 31019 11928 6600 1438 19966 11053 X 0 0 0 0 0 0 0 0 0 LEANNE J NOREN EXECUTIVE DIRECTOR, EX OFFICIO 181114 0 3563 0 0 0 14500 0 30000 0 229177 0 0 0 PART I, LINE 3 TRA-MINW, P.S. ENGAGES A THIRD PARTY COMPANY THAT BENCHMARKS SALARY RANGES BASED ON ROLE AND REGION TO ENSURE CMBC'S EXECUTIVE DIRECTOR, LEANNE NOREN, IS COMPENSATED WITHIN MARKET RANGE. PART II, LINE 1 CMBC OUTSOURCES MANAGEMENT FUNCTIONS TO TRA-MINW, P.S. WHICH INCLUDES THE PAYMENT OF CMBC'S EXECUTIVE DIRECTOR, LEANNE NOREN. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH TRA-MINW, P.S. ("TRA" DBA TRA MEDICAL IMAGING). THE ORGANIZATION USES TRA'S EMPLOYEES TO MANAGE AND RUN THE ORGANIZATION, AND PAYS FOR THESE SERVICES. LEANNE NOREN LISTED IN PART VII WAS COMPENSATED $200,910 BY TRA FOR SERVICES AS EXECUTIVE DIRECTOR OF THE ORGANIZATION. COMPENSATION WAS INITIALLY APPROVED BY THE BOARD OF DIRECTORS AT HIRE. COMPENSATION REVIEWS ARE PERFORMED ANNUALLY BY TRA EXECUTIVE MANAGEMENT USING INDUSTRY BENCHMARKING DATA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO MEMBERS: FRANCISCAN HEALTH SYSTEM AND MULTICARE HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF FORM 990, INCLUDING SCHEDULE B, TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. THE EXECUTIVE DIRECTOR REVIEWS THE 990 ALONG WITH THE FINANCE COMMITTEE, LEADERSHIP AND STRATEGY COMMITTEE, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST. IN ANY CIRCUMSTANCE IN WHICH A DIRECTOR IS DETERMINED TO HAVE A CONFLICT OF INTEREST, THE BOARD WILL ACT UPON SUCH DISCLOSURE IN A MANNER CONSISTENT WITH THE BEST INTERESTS OF THE ORGANIZATION, AND THE DIRECTOR SUBJECT TO SUCH CONFLICT WILL TAKE SUCH ACTION, INCLUDING ABSTENTION FROM VOTING AND/OR PARTICIPATION IN BOARD DISCUSSIONS AS MAY BE NECESSARY TO ENSURE THAT THE DECISIONS OF THE BOARD ARE FREE FROM UNDUE INFLUENCE OR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION STUDIES ARE OBTAINED ON AN ANNUAL BASIS TO CONFIRM EXECUTIVE DIRECTOR COMPENSATION IS IN LINE WITH SIMILAR ORGANIZATIONS. ADJUSTMENTS TO COMPENSATION ARE MADE AS APPROPRIATE AND APPROVED BY HUMAN RESOURCES AND CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G FEES FOR SERVICES - OTHER: PROGRAM SERVICE EXPENSES 328,338. MANAGEMENT AND GENERAL EXPENSES 249,802. FUNDRAISING EXPENSES 20,715. TOTAL EXPENSES 598,855. FEES FOR SERVICES - PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,984,386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,984,386. FEES FOR SERVICES - OUTSIDE LABOR FEES: PROGRAM SERVICE EXPENSES 2,790,630. MANAGEMENT AND GENERAL EXPENSES 1,530,910. FUNDRAISING EXPENSES 52,488. TOTAL EXPENSES 4,374,028. FRANCISCAN HEALTH SYSTEM 1717 S J STREET TACOMA WA 98405 910564491 HOSPITAL WA 501(C)(3) LINE 3 N/A 0 MULTICARE HEALTH SYSTEM PO BOX 5299 TACOMA WA 98415 911352172 HOSPITAL WA 501(C)(3) LINE 3 N/A 0 CMBC 19TH LLC 6622 WOLLOCHET DRIVE GIG HARBOR WA 98335 921192027 RENTAL PROPERTY WA N/A RELATED -37385 6678270 0 0 0.49000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0