CLINICAL HEALTH NETWORK FOR TRANSFORMATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CLINICAL HEALTH NETWORK FOR TRANSFORMATION INC (EIN 84-2471177)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202531359349302238
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T08:22:04-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110700 NORTHUP WAY SUITE 200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842471177EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLINICAL HEALTH NETWORK FORBusinessNameLine1Txt
Business Name Line2TRANSFORMATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCLINBusinessNameControlTxt
Phone3463305095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1390 NE 191ST STREET 8466AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33179ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMANTHA PULLENPersonNm
Person TitleCFO & ACTING CEOPersonTitleTxt
Phone3463305095PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKURT BENNION CPAPreparerPersonNm
PTINP01469618PTIN
Phone4252506100PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerSAMANTHA PULLENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1390 NE 191ST STREET 8466AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33179ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,569,402GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CLINICALHEALTHNETWORK.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO PROVIDE SUPPORT SERVICES FOR CHN MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,470,007PYContributionsGrantsAmt
CY Contributions Grants$102,348CYContributionsGrantsAmt
PY Program Service Revenue$29,084,717PYProgramServiceRevenueAmt
CY Program Service Revenue$35,453,048CYProgramServiceRevenueAmt
PY Investment Income$10PYInvestmentIncomeAmt
CY Investment Income$14,006CYInvestmentIncomeAmt
PY Other Revenue$13,543PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$32,568,277PYTotalRevenueAmt
CY Total Revenue$35,569,402CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$17,424,038PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,793,067CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$22,594,033PYOtherExpensesAmt
CY Other Expenses$13,674,341CYOtherExpensesAmt
PY Total Expenses$40,018,071PYTotalExpensesAmt
CY Total Expenses$33,467,408CYTotalExpensesAmt
PY Revenues Less Expenses-$7,449,794PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,101,994CYRevenuesLessExpensesAmt
Total Assets BOY$9,455,374TotalAssetsBOYAmt
Total Assets EOY$11,943,468TotalAssetsEOYAmt
Total Liabilities BOY$23,832,421TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,218,521TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$14,377,047NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$12,275,053NetAssetsOrFundBalancesEOYAmt
MissionCHN'S MISSION IS TO PROVIDE SUPPORT SERVICES FOR CHN MEMBERS TO ALLOW MEMBERS TO FOCUS ON THEIR MISSIONS OF PROVIDING SUPERIOR PATIENT CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$28,810,749ExpenseAmt
Grant$0GrantAmt
Revenue$35,453,048RevenueAmt
DescCHN PROVIDES SUPPORT SERVICES FOR MEMBERS TO ALLOW MEMBERS TO FOCUS ON THEIR MISSIONS OF PROVIDING SUPERIOR PATIENT CARE.Desc
Total Program Service Expenses$28,810,749TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3463305095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1390 NE 191ST STREET SITE 8466AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33179ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SAMANTHA PULLEN
CFO & ACTING CEO37.50Yes (X)$317,025$0$6,742
GAYLE CAPOZZALO
CHAIR (THROUGH JANUARY 2024)1.00Yes (X)$0$0$0Yes (X)
EMILY WALES
DIRECTOR & CHAIR1.00Yes (X)$0$0$0Yes (X)
EDGAR AVILA
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
SUZANNE BERTULEIT
DIRECTOR1.00$0$0$0Yes (X)
SAGNIK BHATTACHARYA
DIRECTOR1.00$0$0$0Yes (X)
JEFFREY BOYKIN
DIRECTOR (THROUGH FEBRUARY 2024)1.00$0$0$0Yes (X)
DESHA DICKSON
DIRECTOR1.00$0$0$0Yes (X)
FRAN DIEHL
DIRECTOR1.00$0$0$0Yes (X)
JOE KIMURA
DIRECTOR (THROUGH NOVEMBER 2023)1.00$0$0$0Yes (X)
CAROL LANG
DIRECTOR1.00$0$0$0Yes (X)
WILLA MARTH
DIRECTOR1.00$0$0$0Yes (X)
MARY TEMM
DIRECTOR (THROUGH NOVEMBER 2023)1.00$0$0$0Yes (X)
KIANA TIPTON
DIRECTOR1.00$0$0$0Yes (X)
MANSI VASCONCELLOS
DIRECTOR1.00$0$0$0Yes (X)
JEN WYLEGALA
DIRECTOR1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$317,025TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$6,742TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LANNAN TECHNOLOGIES LLC
824 A1A N SUITE 302PONTE VEDRA BEACHFL32082IT CONSULTING$1,080,534
NORDIC CONSULTING PARTNERS INC
2601 W BELTINE HWY STE 600MADISONWI53713REVENUE CYCLE CONSULTING$680,564
MED TECH SOLUTIONS
24307 MAGIC MOUNTAIN PARKWAY 76VALENCIACA91355CLOUD HOSTING$600,095
MAGNA5 MS LLC
1000 CLIFF MINE ROAD SUITE 520PITTSBURGHPA15275CLOUD HOSTING$598,520
WIN WIN CONSULTING
225 CEDAR STREETMARLBOROUGHMA01752CONSULTING SOURCING$594,840
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K46CntrctRcvdGreaterThan100KCnt
All Other Contributions$102,348AllOtherContributionsAmt
Total Contributions$102,348TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICES REVENUEDesc
Business518210BusinessCd
Total Revenue Column$35,453,048TotalRevenueColumnAmt
Related Or Exempt Func Income$35,453,048RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$35,453,048TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,006TotalRevenueColumnAmt
Exclusion$14,006ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,569,402TotalRevenueColumnAmt
Related Or Exempt Func Income$35,453,048RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,006ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$323,766TotalAmt
Management And General$323,766ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,619,508TotalAmt
Program Services$13,949,975ProgramServicesAmt
Management And General$1,669,533ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,582,421TotalAmt
Program Services$2,402,050ProgramServicesAmt
Management And General$180,371ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,267,372TotalAmt
Program Services$1,126,370ProgramServicesAmt
Management And General$141,002ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$394,372TotalAmt
Program Services$14ProgramServicesAmt
Management And General$394,358ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$39,681TotalAmt
Management And General$39,681ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$773,465TotalAmt
Program Services$641,566ProgramServicesAmt
Management And General$131,899ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$225,299TotalAmt
Program Services$120,624ProgramServicesAmt
Management And General$104,675ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,907,103TotalAmt
Program Services$10,528,186ProgramServicesAmt
Management And General$378,917ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$60,912TotalAmt
Program Services$41,948ProgramServicesAmt
Management And General$18,964ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$459,216TotalAmt
Management And General$459,216ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$168,839TotalAmt
Management And General$168,839ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MISCELLANEOUS EXPENSES$510,922$16$510,906
BANK FEES$94,296$94,296
TALENT ACQUISITION$40,236$40,236

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,467,408TotalAmt
Program Services$28,810,749ProgramServicesAmt
Management And General$4,656,659ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,422,433BOYAmt
EOY$6,054,366EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,686,661BOYAmt
EOY$3,457,368EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$34,015BOYAmt
EOY$379,491EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,312,265BOYAmt
EOY$2,052,243EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,455,374BOYAmt
EOY$11,943,468EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,497,375BOYAmt
EOY$3,045,933EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$41,965BOYAmt
EOY$70,493EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$22,293,081BOYAmt
EOY$21,102,095EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,832,421BOYAmt
EOY$24,218,521EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$14,377,047BOYAmt
EOY-$12,275,053EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$14,377,047BOYAmt
EOY-$12,275,053EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,455,374BOYAmt
EOY$11,943,468EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,101,994ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,198,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,075,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,839,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,470,007CurrentTaxYearMinus1YearAmt
Current Tax Year$102,348CurrentTaxYearAmt
Total$43,685,307TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,198,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,075,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,839,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,470,007CurrentTaxYearMinus1YearAmt
Current Tax Year$102,348CurrentTaxYearAmt
Total$43,685,307TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$43,685,307PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$198,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$14,006CurrentTaxYearAmt
Total$212,851TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$98,780CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,543CurrentTaxYearMinus1YearAmt
Total$112,323TotalAmt
FieldValueIRS element (for citing)
Total Support$44,010,481TotalSupportAmt
Gross Receipts Rltd Activities$78,253,135GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOMEExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,555,396TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$35,555,396RevenueSubtotalAmt
Other Revenues Not Included$14,006OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$14,006RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,569,402TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$33,267,408TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$33,267,408ExpensesSubtotalAmt
Other Expenses Not Included$200,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$200,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,467,408TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER THE IRC AND IT IS SUBJECT TO FEDERAL INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INTEREST INCOME 14,006.
PART XII, LINE 4B - OTHER ADJUSTMENTS:MISCELLANEOUS EXPENSES 200,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSAMANTHA PULLENPersonNm
TitleCFO & ACTING CEOTitleTxt
Base Compensation Filing Org$317,025BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$5,945DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$797NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$323,767TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF 7 TO 9 DIRECTORS, INCLUDING THE BOARD CHAIR AND THE CHAIRS OF EACH BOARD COMMITTEE. THE EXECUTIVE COMMITTEE: (A) CONSULTS WITH THE BOARD CHAIR ON AGENDAS FOR BOARD MEETINGS; (B) OVERSEES THE CEO REVIEW PROCESS; (C) PROPOSES NOMINEES FOR MEMBER OF STANDING AND OTHER COMMITTEES AND THE CHAIRS THEREOF; (D) FULFILLS OTHER DUTIES DELEGATED TO IT BY THE BOARD OF DIRECTORS; AND (E) EXERCISES THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD ONLY IN THOSE CIRCUMSTANCES WHERE THE EXECUTIVE COMMITTEE DETERMINES THAT THE INTERESTS OF THE ORGANIZATION WILL BE MATERIALLY ADVERSELY AFFECTED IF ACTION IS DELAYED UNTIL A MEETING OF THE BOARD IS CONVENED. IF THE EXECUTIVE COMMITTEE TAKES ANY SUCH ACTIONS, IT PROVIDES TO THE BOARD A REPORT OF SUCH CIRCUMSTANCES AND THE ACTION TAKEN. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO: (A) AUTHORIZE OR AMEND UNIVERSAL MEMBER MATERIAL CONTRACTS AND PAYOR CONTRACTS; (B) ADOPT OR AMEND MEMBER POLICIES AND PROCEDURES; (C) CHANGE THE FUNDS FLOW POLICY; (D) REQUIRE ADDITIONAL CONTRIBUTIONS FROM VOTING MEMBERS; (E) AMEND THE OPERATING AGREEMENT THAT INCREASES VOTING MEMBERS' FINANCIAL OBLIGATIONS TO THE ORGANIZATION; (F) MODIFY THE TERMS OF FINANCING FOR THE PORTION OF THE AGGREGATE START-UP BUDGET THAT THE VOTING MEMBERS DO NOT CONTRIBUTE; (G) TERMINATE THE ORGANIZATION IF IT HAS NOT RECEIVED THE CORPORATION INITIAL CONTRIBUTION (AS SUCH TERM IS DEFINED IN THE OPERATING AGREEMENT); (H) DISSOLVE THE ORGANIZATION; (I) AMEND THE ARTICLES OR BYLAWS; (J) AMEND THE OPERATING AGREEMENT; (K) MODIFY ANY OTHER ACTIONS TAKEN BY THE VOTING MEMBERS; (L) FILL VACANCES IN ANY COMMITTEE OF THE BOARD; (M) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD THAT BY ITS TERMS IS NOT AMENDABLE OR REPEALABLE; (N) ADOPT A RESOLUTION RECOMMENDING TO THE VOTING MEMBERS ACTION ON THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; (O) ELECT OR REMOVE OFFICERS OF THE BOARD FROM OFFICE; OR (P) APPOINT TO OFFICE OR REMOVE FROM OFFICE THE CHAIR, VICE CHAIR OR CEO.
FORM 990, PART VI, SECTION A, LINE 3IN 2023, ALL EMPLOYEES, INCLUDING EXECUTIVE SERVICES, WERE PROVIDED BY TRINET AS A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO").
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S MEMBERS CONSIST OF CERTAIN PLANNED PARENTHOOD AFFILIATES. AS OF JUNE 30, 2024, THE MEMBERS ARE: - PLANNED PARENTHOOD ARIZONA - PLANNED PARENTHOOD GREAT PLAINS - PLANNED PARENTHOOD OF GREATER NEW YORK - PLANNED PARENTHOOOD LEAGUE OF MASSACHUSETTS - PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND - PLANNED PARENTHOOD SOUTH, EAST AND NORTH FLORIDA - PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND - PLANNED PARENTHOOD SOUTHWEST OHIO
FORM 990, PART VI, SECTION A, LINE 7AALL DIRECTORS ARE ELECTED BY THE VOTING MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING ACTIONS AND DECISIONS ARE ONLY AUTHORIZED IF THEY ARE APPROVED BY THE REQUISITE VOTE OF THE VOTING MEMBERS: (A) PROPOSING AND APPROVING AMENDMENTS TO THE CERTIFICATE, OPERATING AGREEMENT, OR BYLAWS; (B) AMENDING OR ESTABLISHING MEMBER POLICIES AND PROCEDURES; (C) AMENDING THE FUNDS FLOW POLICY; (D) ESTABLISHING THE MEMBERSHIP CRITERIA; (E) UNTIL JUNE 30, 2022, APPROVING THE ADMISSION OF NEW MEMBERS; (F) ELECTING AND REMOVING DIRECTORS; (G) APPROVING THE ORGANIZATION'S STRATEGIC PLAN; (H) ESTABLISHING AND AMENDING THE STRATEGIC FUNDS GUIDELINES; (I) APPROVING STRATEGIC INITIATIVES THAT REQUIRE FUNDS THAT EXCEED THE AMOUNT AVAILABLE AT THE APPLICABLE TIME FROM MEMBERSHIP STRATEGIC CONTRIBUTIONS, AND APPROVING THE FINANCING METHODOLOGY FOR SUCH STRATEGIC INITIATIVES; (J) ELECTING THE GOVERNANCE COMMITTEE; (K) APPROVING THE DIRECTOR NOMINATIONS POLICY PROPOSED BY THE GOVERNANCE COMMITTEE; AND (L) ANY MATTER REQUIRING THE APPROVAL OF THE VOTING MEMBERS PURSUANT TO THE OPERATING AGREEMENT.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE CEO & CFO, THEN A PUBLIC INSPECTION COPY OF THE FORM WAS REVIEWED BY THE FINANCE COMMITTEE AND WAS PROVIDED TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ITS BOARD MEMBERS, COMMITTEE MEMBERS, AND OFFICERS. AN INDIVIDUAL WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS REQUIRED TO PROMPTLY AND FULLY DISCLOSE THE RELEVANT FACTS TO THE AUDIT AND COMPLIANCE COMMITTEE. IF IT IS UNCLEAR WHETHER A CONFLICT EXISTS, THE AUDIT AND COMPLIANCE COMMITTEE AND/OR THE ORGANIZATION'S GENERAL COUNSEL MAKE THE DETERMINATION. CHN MAY ENTER A TRANSACTION THAT INVOLVES A CONFLICT OF INTEREST IF THE BOARD OR RELEVANT COMMITTEE DETERMINES BY MAJORITY VOTE THAT THE ARRANGEMENT IS FAIR AND REASONABLE TO THE ORGANIZATION AND IN ITS BEST INTEREST, THE ARRANGEMENT FURTHERS CHN'S MISSION, AND THE ARRANGEMENT DOES NOT RESULT IN PRIVATE INUREMENT. INDIVIDUALS WITH AN ACTUAL OR POTENTIAL CONFLICT MAY NOT BE PRESENT FOR VOTES OR DISCUSSIONS, EXECPT TO ANSWER QUESTIONS, AND ARE PROHIBITED FROM EXERTING INFLUENCE, DIRECTLY OR INDIRECTLY, WITH RESPECT TO THE DETERMINATION OF WHETHER A CONFLICT EXISTS AND WITH RESPECT TO ENTERING SUCH TRANSACTIONS. IF A PERSON FAILS TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT, THE BOARD OF DIRECTORS MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15ATHE CEO'S COMPENSATION WAS DEVELOPED BY AGGREGATING SALARY DATA FROM SEVERAL SALARY SURVEYS: GALLAGHER MARKET ANALYSIS, WILLIS TOWERS WATSON MARKET ANALYSIS, ACEC CEO SURVEY, AND CHN AFFILIATE CEO SURVEY. THE COMPENSATION WAS REVIEWED AND APPROVED BY THE CHN CEO SEARCH COMMITTEE CO-CHAIRS AND BY THE BOARD CHAIR. THIS PROCESS WAS MOST RECENTLY COMPLETED IN 2022.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S FORMS 990 ARE AVAILABLE UPON REQUEST OR ON PUBLIC WEBSITES LIKE GUIDESTAR, PROPUBLICA AND CAUSEIQ. THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OPEN TO THE PUBLIC.

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