2023-07-13T15:48:34-05:00 2022-08-31 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2021-09-01 742440845 AIDS SERVICES OF AUSTIN INC AIDS 5124582437 PO BOX 4874 AUSTIN TX 78765 TIMOTHY D DYER VICE PRESIDENT & CFO 5124582437 2023-07-13 1 TIMOTHY DYER XXX-XX-XXXX TROY MARINE CPA P00187863 4147775500 2023-07-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TIMOTHY D DYER 648 N PLANKINTON AVE MILWAUKEE WI 53203 30308164 0 X WWW.VIVENTHEALTH.ORG X 1987 TX TO ENHANCE THE HEALTH AND WELL-BEING OF THE COMMUNITY AND PEOPLE AFFECTED BY HIV AND AIDS. X 21 21 0 41 0 0 8299180 8278664 0 0 1361 753106 2836603 5042671 11137144 14074441 1966803 2404984 0 0 7053746 6716104 0 0 132014 2067934 3851315 11088483 12972403 48661 1102038 15580084 40226156 11792703 35336737 3787381 4889419 TO ENHANCE THE HEALTH AND WELL-BEING OF THE COMMUNITY AND PEOPLE AFFECTED BY HIV AND AIDS. 0 0 3874655 1925094 2149348 SOCIAL SERVICES - PROVIDE CLIENTS WITH DIRECT SERVICES AND CASE MANAGEMENT, INCLUDING THE HELPING HANDS FOOD PANTRY, NUTRITIONAL COUNSELING, LEGAL SERVICES, THE PAUL KIRBY FUND WHICH IS USED TO ASSIST ELIGIBLE CLIENTS WITH EMERGENCY FINANCIAL NEEDS THAT CANNOT BE MET THROUGH OTHER RESOURCES, THE HOPWA FUND, THE HEALTH INSURANCE ASSISTANCE FUND, AND CASE MANAGERS WORKING WITH CLIENTS TO FIND SOLUTIONS TO NEEDS AND QUESTIONS. 1405575 779701 PREVENTION - THE PREVENTION/HEALTH PROMOTION PROGRAM USES EVIDENCE-BASED INTERVENTIONS IN AN EFFORT TO PREVENT THE SPREAD OF HIV. THE INTERVENTIONS INCLUDE COUNSELING, TESTING, AND REFERRAL SERVICES; COMPREHENSIVE RISK COUNSELING AND SERVICES; AND THE IMPLEMENTATION OFPROVEN INDIVIDUAL, GROUP, AND COMMUNITY-LEVEL INTERVENTIONS. 3952589 479890 2192580 HEALTH SERVICES - PROVIDE COMPREHENSIVE MEDICAL AND ORAL HEALTH SERVICES TO PERSONS LIVING WITH HIV DISEASE IN CENTRAL TEXAS. THE DENTAL CLINIC PROVIDES SPECIALIZED AND GENERAL DENTAL SERVICES, INCLUDING TREATMENT OF ORAL CONDITIONS COMMONLY ASSOCIATED WITH HIV DISEASE, RESTORATIVE PROCEDURES AND ROUTINE ORAL HYGIENE SERVICES. 9232819 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X TIM DYER 4142251542 820 N PLANKINTON AVE MILWAUKEE WI 53203 DAN KAPLAN BOARD CHAIR 1.00 2.00 X X 0 0 0 ARVAN CHAN BOARD VICE CHAIR 1.00 2.00 X X 0 0 0 AIMEE BECKER MD BOARD MEMBER 1.00 2.00 X 0 0 0 AISHA WHITE MD BOARD MEMBER 1.00 2.00 X 0 0 0 BOOKER GATSON II BOARD MEMBER (THROUGH 12/2021) 1.00 2.00 X 0 0 0 CHRIS PRICE BOARD MEMBER (THROUGH 12/2021) 1.00 2.00 X 0 0 0 ERIC CONLEY BOARD MEMBER 1.00 2.00 X 0 0 0 FRED SSEWAMALA PHD BOARD MEMBER 1.00 2.00 X 0 0 0 GEORGE MACKINNON III PHD MS RPH BOARD MEMBER 1.00 2.00 X 0 0 0 GORDON MYERS BOARD MEMBER 1.00 2.00 X 0 0 0 JANE APPLEBY BOARD MEMBER 1.00 2.00 X 0 0 0 JEANETTE KOWALIK PHD MPH MCHES BOARD MEMBER 1.00 2.00 X 0 0 0 JEROLD MCDONALD BOARD MEMBER 1.00 2.00 X 0 0 0 JOHN NYGREN BOARD MEMBER 1.00 2.00 X 0 0 0 KEVIN HAYNES BOARD MEMBER 1.00 2.00 X 0 0 0 LISA VANLERBEGHE BOARD MEMBER 1.00 2.00 X 0 0 0 MIKE HUGHES BOARD MEMBER 1.00 2.00 X 0 0 0 MIKE ROMANO BOARD MEMBER 1.00 2.00 X 0 0 0 NANCY FLAGG BOARD MEMBER 1.00 2.00 X 0 0 0 NOEL LANDUYT PHD MA BOARD MEMBER (THROUGH 12/2021) 1.00 2.00 X 0 0 0 POONNASA CORN BOARD MEMBER 1.00 2.00 X 0 0 0 ROBBIE HARRIFORD MD BOARD MEMBER 1.00 2.00 X 0 0 0 RYAN COX BOARD MEMBER 1.00 2.00 X 0 0 0 SUSSANN KOTARA MD BOARD MEMBER 1.00 2.00 X 0 0 0 MICHAEL J GIFFORD PRESIDENT 1.00 40.00 X 0 625102 119408 DEBRA ENDEAN EXECUTIVE VP & COO (THROUGH 06/2022) 1.00 40.00 X 0 360963 71858 TIMOTHY D DYER EXECUTIVE VICE PRESIDENT & CFO 1.00 40.00 X 0 349653 72029 MARGARET LIDSTONE CHIEF DEVELOPMENT OFFICER 1.00 40.00 X 0 243354 35029 BRANDON HILL EXECUTIVE VP & COO (AS OF 06/2022) 1.00 40.00 X 0 0 0 0 1579072 298324 0 0 1 0 0 13095 6257221 2008348 8278664 102 102 3600000 2846996 753004 753004 753004 0 13095 80394 -80394 -80394 18427962 13306333 5121629 5121629 OTHER INCOME 900099 1436 1436 1436 14074441 5121629 0 674148 2404984 2404984 5222045 4255365 895105 71575 1090875 951207 126365 13303 403184 347661 48857 6666 140588 3161 137427 1061 1017 44 1065928 59797 972724 33407 133362 11101 122261 954244 86978 867266 124341 70293 50817 3231 34017 14935 16794 2288 334296 334296 6621 6621 PROGRAM MATERIALS 536006 536006 CONTRACTED SERVICES 469884 469884 MISCELLANEOUS EXPENSES 28208 28208 LICENSE AND DUES 22759 13809 7450 1500 12972403 9232819 3607570 132014 7799547 19651268 563941 564052 1359891 863619 1344885 1790470 256748 500096 2238 6231 3553098 59174 2944619 3493924 1308215 13356496 15580084 40226156 66903 261911 11725800 35074826 11792703 35336737 X 3131793 4568305 655588 321114 3787381 4889419 15580084 40226156 1102038 0 X X 0 1 X 1 1 1 X 7011011 7688511 7178684 8299180 8278664 38456050 7011011 7688511 7178684 8299180 8278664 38456050 5402787 33053263 709 1822 2166 1361 102 6160 17199 21740 1571 262471 1436 304417 38766627 26224589 0.85260 0.89570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 17,199. 2018 AMOUNT: $ 21,740. 2019 AMOUNT: $ 1,571. 2020 AMOUNT: $ 262,471. 2021 AMOUNT: $ 1,436. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 2871459 23860 2847599 626724 33483 593241 54914 1831 53083 3493924 DUE FROM VIVENT HEALTH 13356496 13356496 DUE TO VIVENT HEALTH 35074826 35074826 X 27355843 -24931 -24931 27380774 -13306333 -13306333 14074441 -358861 -24931 -24931 -333930 13306333 13306333 12972403 PART X, LINE 2: VIVENT HEALTH, MAHC, ASA AND THE ENDOWMENT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, VIVENT HEALTH, ASA, MAHC AND THE ENDOWMENT QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2). VIVENT HEALTH, ASA, MAHC AND THE ENDOWMENT ARE ALSO EXEMPT FROM STATE INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: MISCELLANEOUS EXPENSE REPORTED AS REVENUE ON THE FINANCIAL STATEMENTS. -24,931. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD -13,306,333. PART XII, LINE 2D - OTHER ADJUSTMENTS: MISCELLANEOUS EXPENSE REPORTED AS REVENUE ON THE FINANCIAL STATEMENTS. -24,931. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD 13,306,333. 1 MEDICAL ASSISTANCE 956 200355 FINANCIAL ASSISTANCE 514 1903812 FOOD ASSISTANCE 660 300817 PART I, LINE 2: AIDS SERVICES OF AUSTIN PROVIDES FINANCIAL, MEDICAL, AND FOOD ASSISTANCE TO QUALIFYING CLIENTS FOR HOUSING (RENT, MORTGAGE, HOTEL), INSURANCE, OR UTILITY PAYMENTS. CLIENT ASSISTANCE REQUESTS ARE PROCESSED ACCORDING TO FUNDER REQUIREMENTS. 0 1 0 0 0 0 1 0 0 MICHAEL J GIFFORD PRESIDENT 0 436358 0 133735 0 55009 0 90094 0 29314 0 744510 0 37360 DEBRA ENDEAN EXECUTIVE VP & COO (THROUGH 06/2022) 0 276412 0 58238 0 26313 0 53376 0 18482 0 432821 0 17557 TIMOTHY D DYER EXECUTIVE VICE PRESIDENT & CFO 0 265273 0 58802 0 25578 0 52647 0 19382 0 421682 0 16844 MARGARET LIDSTONE CHIEF DEVELOPMENT OFFICER 0 219407 0 23947 0 0 0 7815 0 27214 0 278383 0 0 PART I, LINE 4B THE PRESIDENT & CEO, MICHAEL J. GIFFORD, CHIEF OPERATING OFFICER, DEBRA ENDEAN, AND CHIEF FINANCIAL OFFICER, TIMOTHY DYER PARTICIPATE IN A 457(F) PLAN SPONSORED BY VH. MICHAEL J. GIFFORD WAS PAID OUT $55,009 IN 2021. THERE WERE NO AMOUNTS PAID OUT TO ANY OTHER PARTICIPANTS. PART I, LINE 6 ALL STAFF HAVE PAY FOR PERFORMANCE GOALS EACH YEAR, AND AS PART OF THOSE GOALS, SOME SENIOR STAFF HAVE A NET EARNINGS TARGET AS ONE OF THEIR GOALS. HOWEVER, COMPENSATION IS NOT CALCULATED BASED ON THE NET EARNINGS, BUT ON THE ACHIEVEMENT OF THE NET EARNINGS GOAL ITSELF. FORM 990, LINE 3: ALL EMPLOYEES ARE PAID OUT OF VIVENT HEALTH ("VH") A RELATED ORGANIZATION. VIVENT HEALTH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SALE OF PROPERTY LOT 1 REAGAN OFFICE PARK. (EIN AVAILABLE UPON REQUEST) 2023-06-29 3600000 BOOK VALUE P2RS HOLDING COMPANY LLC PO BOX 10837 AUSTIN TX 78766 LIMITED LIABILITY COMPANY 0 0 0 0 FORM 990, PART V, LINES 2A AND 2B: ALL EMPLOYEES ARE LEGAL EMPLOYEES OF VIVENT HEALTH (FEIN: 39-1534049), WHICH FILES ALL REQUIRED FEDERAL EMPLOYMENT FORMS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE FULL BOARD BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO ELECT OR REMOVE DIRECTORS OR OFFICERS OF THE CORPORATION, INCLUDING THE PRESIDENT & CHIEF EXECUTIVE OFFICER, FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON ANY BOARD COMMITTEE, OR APPROVE ANY CORPORATE ACQUISITION OR MERGER. THE EXECUTIVE COMMITTEE SHALL OVERSEE THE ORGANIZATIONAL EXPANSION OF THE CORPORATION, INCLUDING THE IMPLEMENTATION AND EXECUTION OF MERGERS AND ACQUISITIONS. ANY ACTIONS TAKEN BY EXECUTIVE COMMITTEE SHALL BE RATIFIED BY THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. THE EXECUTIVE COMMITTEE SHALL ALSO ANALYZE AND ASSURE IMPLEMENTATION OF GOVERNANCE BEST PRACTICES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO ACT AS THE AUDIT COMMITTEE. AS PART OF THAT ROLE, THE COMMITTEE CONDUCTS A DETAILED REVIEW OF THE 990 PRIOR TO ITS FILING. THE COMMITTEE PROVIDES A REPORT OF THE RESULTS OF THAT REVIEW ALONG WITH A COPY OF THE 990 TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE FINANCE AND PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CURRENT WRITTEN CONFLICT OF INTEREST POLICY AND MAKES RECOMMENDATIONS FOR ANY NECESSARY CHANGE TO THE FULL BOARD OF DIRECTORS FOR ADOPTION. THE CORPORATE SECRETARY DISTRIBUTES AND COLLECTS THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE THEN REVIEWED BY EXECUTIVE MANAGEMENT FOR POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC IN TWO WAYS, ELECTRONICALLY THROUGH GUIDESTAR.ORG AND ON ITS OWN WEBSITE. THE EXECUTIVE VICE PRESIDENT & CFO MAINTAINS BOTH ELECTRONIC AND HARDCOPY FILES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITS, AND FORMS 990 AND 1023. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS USED BY THE FINANCE COMMITTEE TO SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. AIDS SERVICES OF AUSTIN PHARMACY LLC 7215 CAMERON RD STE B AUSTIN TX 78752 851345739 PHARMACY TX 17707344 20225043 AIDS SERVICES OF AUSTIN VIVENT HEALTH 648 N PLANKINTON AVE STE 200 MILWAUKEE WI 53203 391534049 HIV PREVENTION, CARE AND TREATMENT WI 501(C)(3) LINE 7 N/A 0 MILWAUKEE AIDS HOUSING CORPORATION PO BOX 510498 MILWAUKEE WI 53203 391779442 HOUSING FOR HIV POSITIVE INDIVIDUALS WI 501(C)(3) LINE 7 VIVENT HEALTH 0 ARCW ENDOWMENT FUND INC PO BOX 510498 MILWAUKEE WI 53203 391963731 RAISING FUNDS FOR VH'S EXEMPT PURPOSE WI 501(C)(3) LINE 7 VIVENT HEALTH 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0