2023-08-11T08:42:52-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 061622668 CENTERING HEALTHCARE INSTITUTE INC CENT 8572847570 89 SOUTH STREET LL-02 BOSTON MA 02111 ANGIE TRUESDALE INTERIM CHIEF EXECUTIVE OFFICER 8572847570 2023-08-10 1 ANGIE TRUESDALE 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-08-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAMARA WILCHER PITTS 89 SOUTH STREET LL-02 BOSTON MA 02111 12800426 0 X WWW.CENTERINGHEALTHCARE.ORG X 2001 CT IMPROVING HEALTH, TRANSFORMING CARE & DISRUPTING INEQUITABLE SYSTEMS THROUGH THE CENTERING GROUP MODEL 9 8 58 8 0 0 3108577 10879611 966481 1186040 61983 57794 198699 326560 4335740 12450005 287292 387786 0 0 4966732 4825969 0 0 377502 1602469 1464905 6856493 6678660 -2520753 5771345 11128825 16274466 2241498 2147478 8887327 14126988 X CENTERING HEALTHCARE INSTITUTE, INC. (CHI) PROVIDES EXPERTISE, TRAINING AND MATERIALS TO CLINICAL PRACTICE SITES TO START AND SUSTAIN CENTERING GROUP CARE PRACTICE. CHI IS ON THE FRONT LINES OF TRANSFORMING BIRTH OUTCOMES AND FAMILY HEALTH IN THE UNITED STATES BY CHANGING THE PARADIGM OF HEALTH SERVICES FROM INDIVIDUAL VISITS TO A GROUP CARE MODEL THAT EFFECTIVELY ADDRESSES THE COMPLEX SOCIAL DETERMINANTS OF HEALTH. CENTERING, AN EVIDENCE-BASED MODEL OF GROUP MEDICAL VISITS, BRINGS PATIENTS OUT OF THE EXAM ROOM AND INTO A GROUP SETTING WHERE THEY LEARN FROM THEIR PROVIDERS AND EACH OTHER. IN EACH TWO HOUR VISIT, THERE IS AMPLE TIME FOR HEALTH ASSESSMENT, INTERACTIVE LEARNING AND COMMUNITY BUILDING. VISITS MEET NATIONALLY RECOGNIZED CLINICAL STANDARDS AND ARE FACILITATED BY A CREDENTIALED HEALTH PROVIDER. 0 0 5268266 387786 1479337 THE ORGANIZATION HAS DEVELOPED A FLEXIBLE IMPLEMENTATION SUPPORT AND TRAINING PLAN FOR CLINICAL PRACTICES DESIRING TO START OUR CENTERING MODEL OF GROUP CARE THAT INCLUDES: CONSULTING SUPPORT TO ESTABLISH SYSTEMS AND PROCESSES TO ENROLL PATIENTS, SCHEDULE AND MANAGE GROUP VISITS; TRAINING FOR CLINICAL STAFF TO FACILITATE CENTERING GROUPS TO HELP ENSURE OPTIMAL OUTCOMES FOR PATIENTS; TRAINING FOR BILLING AND CODING STAFF TO ENSURE FINANCIAL SUSTAINABILITY OF THE CENTERING PRACTICE; QUALITY ASSURANCE AND ACCREDITATION TO ENSURE THE ONGOING QUALITY, SUSTAINABILITY AND ADHERENCE TO THE EVIDENCE-BASED CENTERING CARE MODEL. IN 2022, CHI ENDED THE YEAR WITH 473 CLIENT PRACTICE LOCATIONS INCLUDING 76 NEW PRACTICE LOCATIONS ADDED DURING THE YEAR; LAUNCHED 39 NEW IMPLEMENTATION SUPPORT PLANS; PROVIDED CONTINUING SUPPORT FOR 37 EXISTING PLANS THAT WERE STARTED IN 2021; TRAINED 638 CLINICAL STAFF IN FACILITATION TRAINING WORKSHOPS. IT IS ESTIMATED THAT CHI'S CLIENTS PROVIDED CARE TO APPROXIMATELY 40,000 BIRTHING PEOPLE AND PARENTS OF YOUNG CHILDREN. 5268266 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 58 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JOHN CRAINE 8572847570 89 SOUTH STREET SUITE 404 BOSTON MA 02111 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 40.00 X X 231233 0 30547 MIA ROBINS CHIEF STRATEGY OFFICER 40.00 X 172137 0 14733 TAMARA WILCHER PITTS CHIEF ADMINISTRATIVE OFFIC 40.00 X 167655 0 24557 JOHN CRAINE CHIEF FINANCIAL OFFICER 40.00 X 167300 0 9167 MARY FITZMAURICE REGIONAL DIRECTOR 40.00 X 148823 0 31014 SHANNON MERRELL CHIEF EXPERIENCE OFFICER 40.00 X 147906 0 28994 MIGUEL A LOPEZ NATIONAL DIRECTOR 40.00 X 136132 0 32441 JONATHAN HAYES SENIOR DIRECTOR-IT 40.00 X 131682 0 31224 SHARON RISING CNM MSN FOUNDER 5.00 X X 0 0 0 ANDREA DARBY-STEWART MD CHAIR 12.50 X X 0 0 0 ARIANNE GRAHAM VICE CHAIR 5.00 X X 0 0 0 EVA N BOYCE TREASURER 5.00 X X 0 0 0 PIIA HANSON DIRECTOR 1.00 X 0 0 0 CARMEN STRICKLAND MD MPH DIRECTOR 1.00 X 0 0 0 MARGARET LARKINS-PETTIGREW MD MED DIRECTOR 1.00 X 0 0 0 AMY FINE MPH DIRECTOR 1.00 X 0 0 0 1302868 0 202677 12 0 1 0 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 CONSULTANTS 153999 1 10879611 10879611 PROGRAM SERVICE REVENUE 541900 1186040 1186040 1186040 87521 87521 106306 136033 -29727 -29727 -29727 428440 214388 214052 214052 MISCELLANEOUS PROGRAM SERVICE REV 541990 79245 79245 OTHER INCOME 541990 33263 0 33263 112508 12450005 1479337 0 91057 387786 387786 812530 136328 437880 238322 3056381 2805134 243461 7786 165424 150086 12235 3103 452584 390497 54734 7353 339050 269158 52047 17845 75847 60212 11643 3992 15525 12325 2383 817 400350 317822 61457 21071 76358 60617 11722 4019 109675 85566 17838 6271 315854 261872 40199 13783 27856 14691 12191 974 108845 81641 11703 15501 44076 15674 5161 23241 70137 55679 10767 3691 16364 12991 2512 861 CONFERENCE FEES 66147 52512 10154 3481 BAD DEBT EXPENSE 63031 32017 28891 2123 HIRING & STAFF DEVELOPM 33607 26680 5159 1768 OTHER EXPENSES 26364 24109 755 1500 14869 14869 6678660 5268266 1032892 377502 2884777 1576369 6022601 141121 203847 255973 145506 26528 66794 932133 841597 160674 90536 6643642 7152703 1016110 1016110 11128825 16274466 397294 444374 1844204 1703104 2241498 2147478 X 8635979 7573613 251348 6553375 8887327 14126988 11128825 16274466 5771345 -531684 0 X 0 1 X 1 0 X 2378328 2146036 15147344 3108577 10879611 33659896 2496316 2021043 740946 1255387 1693725 8207417 4874644 4167079 15888290 4363964 12573336 41867313 2000000 1450000 10141599 1797000 10645601 26034200 0 2000000 1450000 10141599 1797000 10645601 26034200 15833113 14533 11836 42467 61983 87521 218340 14533 11836 42467 61983 87521 218340 16564 63933 25482 41002 33263 180244 4905741 4242848 15956239 4466949 12694120 42265897 0.37460 0.48790 0.00520 0.00400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 16,564. 2019 AMOUNT: $ 63,933. 2020 AMOUNT: $ 25,482. 2021 AMOUNT: $ 41,002. 2022 AMOUNT: $ 33,263. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 18000 0 0 18000 0 PART I-A, LINE 1: CHI UTILIZED LOBBYING SERVICES BY HIRING PAID STAFF TO ENGAGE WITH STATE AND FEDERAL LEGISLATORS; DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY; AND MAKING COMMENTS TO SUPPORT SPECIFIC LEGISLATION. 932133 841597 90536 90536 ERTC RECEIVABLE 1016110 1016110 X 11918321 -531684 -531684 12450005 0 12450005 6678660 0 6678660 0 6678660 PART X, LINE 2: CHI IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF IRC. CHI FILES AS A TAX-EXEMPT ORGANIZATION. 0 ALLEGHENY HEALTH NETWORK WEST PENN 4815 LIBERTY AVE PITTSBURGH PA 15224 0 23750 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE BESSIE MAE WOMEN & FAMILY HEALTH CENTER 220 S HARRISON ST EAST ORANGE NJ 07018 0 15568 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE CIRCLE HEALTH SERVICES 4500 EUCLID AVENUE CLEVELAND OH 44103 0 25550 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE COOPERMAN BARNABAS MEDICAL CENTER (RWJ ST BARNABAS) 94 OLD SHORT HILLS RD SUITE 117 EAST WING1ST FL LIVINGSTON NJ 07039 0 9645 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE ESPERANZA BRIGHTON PARK HCSC 4700 S CALIFORNIA AVE CHICAGO IL 60632 0 18797 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE ESPERANZA LITTLE VILLAGE HCSC 3059 W 26TH ST CHICAGO IL 60623 0 8827 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE FOUNDATION PEDIATRICS 190 SOUTH HARRISON STREET EAST ORANGE NJ 07018 0 12714 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE FREEHOLD FAMILY HEALTH CENTER RUTGERS RWJMS FAMILY MEDICINE RESIDENCY 597 PARK AVE FREEHOLD NJ 07728 0 14486 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE HEARTLAND HEALTH SERVICES EAST BLUFF HCSC 2321 N WISCONSIN AVE PEORIA IL 61603 0 8063 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE HOWARD BROWN HEALTH 63RD ST HCSC 4009 NORTH BROADWAY CHICAGO IL 60613 0 26027 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE HOWARD BROWN HEALTH SHERIDAN HCSC 6500 N CLARK ST CHICAGO IL 60626 0 9017 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE JANE H BOOKER FAMILY HEALTH CENTER JANE H BOOKER FAMILY HEALTH CENTER NEPTUNE NJ 07753 0 20714 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE JEFFERSON HEALTH SEWELL 445 HURFFVILLE-CROSS KEYS RD SUITE A SEWELL NJ 08080 0 12596 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE MYERS PARK OBGYN & PEDIATRICS 1350 S KINGS DRIVE CHARLOTTE NC 28207 0 6965 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE NEXUS FAMILY AND MATERNITY CARE - HCSC 1211 N SHARTEL AVE SUITE 801 OKLAHOMA CITY OK 73103 0 14395 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE OHI LAKEWOOD 101 SECOND STREET LAKEWOOD NJ 08701 0 14123 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE OU PHYSICIANS WAYMAN TISDALE CLINIC - HCSC 591 E 36TH ST NORTH TULSA OK 74106 0 32000 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE PLANNED PARENTHOOD HUDSON PECONIC- NEW ROCHELLE HEALTH CENTER 150 LOCKWOOD AVE LL1 NEW ROCHELLE NY 10801 0 38675 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO - HCSC 8300 FLOYD CURL DRIVE SAN ANTONIO TX 78229 0 9969 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE WOMEN'S GROUP OF NORTH FLORIDA- GAINESVILLE 6440 W NEWBERRY RD STE 508 GAINESVILLE FL 32605 0 6965 SERVICE VALUED AT SALES PRICE CHI IMPLEMENTATION SUPPORT CONTINUE GROUP CARE X X X X 0 0 0 0 0 0 0 0 0 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 225000 0 6000 0 233 0 6937 0 23610 0 261780 0 0 0 MIA ROBINS CHIEF STRATEGY OFFICER 169637 0 2500 0 0 0 5083 0 9650 0 186870 0 0 0 TAMARA WILCHER PITTS CHIEF ADMINISTRATIVE OFFIC 165000 0 2500 0 155 0 10059 0 14498 0 192212 0 0 0 JOHN CRAINE CHIEF FINANCIAL OFFICER 160000 0 2500 0 4800 0 8348 0 819 0 176467 0 0 0 MARY FITZMAURICE REGIONAL DIRECTOR 99806 0 48712 0 305 0 4054 0 26960 0 179837 0 0 0 SHANNON MERRELL CHIEF EXPERIENCE OFFICER 145000 0 2500 0 406 0 8874 0 20120 0 176900 0 0 0 MIGUEL A LOPEZ NATIONAL DIRECTOR 107232 0 28900 0 0 0 7734 0 24707 0 168573 0 0 0 JONATHAN HAYES SENIOR DIRECTOR-IT 129149 0 2300 0 233 0 7912 0 23312 0 162906 0 0 0 PART I, LINE 3 THE PROCESS FOR REVIEW AND DETERMINATION OF COMPENSATION FOR THE CHIEF EXECUTIVE DIRECTOR WAS A PROCESS INITIATED BY THE BOARD OF DIRECTORS. IT INCLUDED REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF WHICH NONE HAD A CONFLICT OF INTEREST, REVIEW OF SALARIES FOR OTHER NON-PROFITS OF SIMILAR SIZE BOTH WITH REGARD TO BUDGET AND NUMBER OF STAFF. DOCUMENTATION IN THE MINUTES OF THE DISCUSSION AND FINAL DECISION BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED ELECTRONICALLY TO MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUESTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS KEPT ON FILE AND REVIEWED BY THE BOARD IF ANY CONFLICT IS INDICATED. IF A CONFLICT ARISES DURING THE YEAR, THE BOARD MEMBER SHALL IMMEDIATELY NOTIFY THE CHAIR OF THE BOARD, WHO WILL DETERMINE APPROPRIATE RESOLUTION. THE BOARD OF DIRECTIORS SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR REVIEW AND DETERMINATION OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OFFICER'S AND KEY EMPLOYEES WAS A PROCESS INITIATED BY THE BOARD OF DIRECTORS. IT INCLUDED REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF WHICH NONE HAD A CONFLICT OF INTEREST, REVIEW OF SALARIES FOR OTHER NON-PROFITS OF SIMILAR SIZE BOTH WITH REGARD TO BUDGET AND NUMBER OF STAFF. DOCUMENTATION IN THE MINUTES OF THE DISCUSSION AND FINAL DECISION BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.