2022-05-10T10:06:04-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 520939952 NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS INC NATI 3013470400 7501 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 MARY HAWBECKER CFO 3013470400 2022-05-10 1 MARY HAWBECKER 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS J VAN COVERDEN 7501 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 45136106 0 X WWW.NACHC.ORG X 1972 DC SEE PART III, LINE 1. 32 32 120 32 0 0 16417406 18516606 20504725 17960529 166972 101715 146839 69518 37235942 36648368 0 0 0 0 17663496 18678556 0 0 448816 19858476 16956767 37521972 35635323 -286030 1013045 28761995 39277491 14577465 24157281 14184530 15120210 TO PROMOTE THE PROVISION OF HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTH CARE THAT IS COORDINATED, CULTURALLY AND LINGUISTICALLY COMPETENT, AND COMMUNITY DIRECTED FOR ALL MEDICALLY UNDERSERVED POPULATIONS. 0 0 15048624 1434121 FOR PURPOSES OF STRENGTHENING OPERATIONAL PERFORMANCE AND CLINICAL EFFECTIVENESS, PROVIDED TECHNICAL ASSISTANCE AND EDUCATIONAL TRAINING TO COMMUNITY HEALTH CENTER ADMINISTRATIVE, MANAGEMENT AND CLINICAL STAFF, AS WELL AS COMMUNITY BOARD MEMBERS, IN AREAS INCLUDING FINANCIAL MANAGEMENT, CLINICAL OPERATIONS, HEALTH INFORMATION TECHNOLOGY, WORKFORCE, LEADERSHIP DEVELOPMENT, AND NON-PROFIT GOVERNANCE. THIS ACTIVITY WAS FUNDED BY GRANTS AND CONTRACTS WITH THE FEDERAL GOVERNMENT AND PRIVATE FOUNDATIONS. 17780890 16526408 THROUGH PUBLICATIONS, CONFERENCES AND TOPIC-SPECIFIC WEBINARS, DEVELOPED AND DISSEMINATED PROGRAMMATIC, REGULATORY AND RESEARCH INFORMATION ON ISSUES AFFECTING COMMUNITY-BASED HEALTH CENTER PROGRAMS AND THE DELIVERY OF PRIMARY AND PREVENTIVE CARE TO MEDICALLY UNDERSERVED AND UNINSURED POPULATIONS. BOTH MEMBERS AND NON-MEMBERS ATTEND CONFERENCES AND WEBINARS. 32829514 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 92 0 1 120 1 0 0 0 0 0 0 0 0 0 0 1 0 X 32 32 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MARY L HAWBECKER 3013470400 7501 WISCONSIN AVENUE SUITE 1100W BETHESDA MD 20814 LATHRAN J WOODARD CHAIR OF THE BOARD 1.00 X X 0 0 0 MICHAEL A HOLMES CHAIR-ELECT 1.00 X X 0 0 0 JAMES LUISI IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 HENRY TAYLOR SPEAKER OF THE HOUSE 1.00 X X 0 0 0 KIMBERLY CHANG VICE-SPEAKER OF THE HOUSE 1.00 X X 0 0 0 PALOMA HERNANDEZ SECRETARY 1.00 X X 0 0 0 JOHN SANTISTEVAN TREASURER 1.00 X X 0 0 0 YVONNE DAVIS CONSUMER/BOARD MEMBER REP. 1.00 X X 0 0 0 ALLEN BENNETT PARLIAMENTARIAN 1.00 X X 0 0 0 DANIEL MILLER BOARD MEMBER 1.00 X 0 0 0 FELIX M VALBUENA JR BOARD MEMBER 1.00 X 0 0 0 VIRGINIA FUATA BOARD MEMBER 1.00 X 0 0 0 WILMA SCHMITZ BOARD MEMBER 1.00 X 0 0 0 JOHN M SILVA BOARD MEMBER 1.00 X 0 0 0 MICHAEL R TAYLOR BOARD MEMBER 1.00 X 0 0 0 EVA TURBINER BOARD MEMBER 1.00 X 0 0 0 MARY ANN ZELAZNY BOARD MEMBER 1.00 X 0 0 0 VINCENT A KEANE BOARD MEMBER 1.00 X 0 0 0 ANDREA R FOX BOARD MEMBER 1.00 X 0 0 0 CARLA BELCHER BOARD MEMBER 1.00 X 0 0 0 SUE VEER BOARD MEMBER 1.00 X 0 0 0 KIMBERLY MITROKA BOARD MEMBER 1.00 X 0 0 0 BETH A WROBEL BOARD MEMBER 1.00 X 0 0 0 WILLIAM BRENT III BOARD MEMBER 1.00 X 0 0 0 SANTOS CAMARILLO BOARD MEMBER 1.00 X 0 0 0 DENISE CYZMAN BOARD MEMBER 1.00 X 0 0 0 DENNIS W KRUSE BOARD MEMBER 1.00 X 0 0 0 LUCY W LOOMIS BOARD MEMBER 1.00 X 0 0 0 KEITH O HORWOOD BOARD MEMBER 1.00 X 0 0 0 RICHARD P BETTINI BOARD MEMBER 1.00 X 0 0 0 JENNIFER KREIDLER-MOSS BOARD MEMBER 1.00 X 0 0 0 TERESITA BATAYOLA BOARD MEMBER 1.00 X 0 0 0 THOMAS J VAN COVERDEN PRESIDENT & CEO 37.50 X 1015175 0 71675 L DAVID TAYLOR CHIEF OPERATING OFFICER 37.50 X 553120 0 41846 MARY L HAWBECKER SVP, OPERATIONS & CFO 37.50 X 550550 0 53039 STEPHEN CAREY CHIEF STRATEGY OFFICER 37.50 X 425962 0 56102 GINA CAPRA SVP, TRAINING & TA 37.50 X 302738 0 53925 CLAUDIA GIBSON EVP, COMMUNICATIONS 37.50 X 449340 0 51144 GLENDA WHITE SVP, CHIEF OF STAFF 37.50 X 379510 0 30151 RON YEE CHIEF MEDICAL OFFICER 37.50 X 372000 0 56111 4048395 0 413993 45 0 1 0 FELDESMAN TUCKER LEIFER FIDEL 1129 20 STREET NW 400 WASHINGTON DC 20036 LEGAL & TECHNICAL ASSISTANCE 952102 ALIANCE OF CHICAGO COMMUNITY HEALTH 225 W ILLINOIS ST 5TH FL CHICAGO IL 60654 CDC GRANT DELIVERABLES 590726 OCHIN PO BOX 5426 PORTLAND OR 97228 CONSULTING SERVICES RELATED TO CDC DELIV 486000 LEAVITT PARTNERS 299 SOUTH MAIN ST SUITE 2300 SALT LAKE CITY UT 84111 CONSULTING & ADVOCACY 430500 HEALTH CHOICE NETWORK INC 9064 NW 13 TERRACE MIAMI FL 33172 CONSULTING SERVICES RELATED TO CDC DELIV 366000 28 15347276 3169330 18516606 MEMBERSHIP DUES 900099 14796155 14796155 CONF./CONVENTIONS 900099 2812585 2812585 HEALTH CENTER FEES 900099 245997 245997 PUBLICATIONS 900099 45788 45788 ADVERTISING (SCH. O) 541800 39769 39769 20235 20235 17960529 126304 126304 45108 45108 8463149 8485116 2622 -21967 -2622 -24589 -24589 MISCELLANEOUS 900099 24410 24410 24410 36648368 17960529 0 171233 X 2305468 580939 1724529 12703029 12203633 187064 312332 467106 438866 12623 15617 2232044 2130650 46514 54880 970909 833627 116861 20421 872254 851452 17795 3007 75200 68334 5873 993 660000 660000 17204 17204 10361675 10361394 240 41 366562 352998 9971 3593 379497 344849 29639 5009 1689409 1535166 131943 22300 110207 110079 109 19 497811 497782 25 4 344354 312914 26895 4545 59236 53828 4626 782 SUBCONTRACTS 357400 357400 DUES & SUBSCRIPTIONS 351804 348388 2097 1319 CREDIT CARD PROC. FEES 233190 233190 PRINTING & PUBLICATIONS 144027 140006 3440 581 436937 414019 19545 3373 35635323 32829514 2356993 448816 4584 3896 15759614 24527819 3791174 7060996 758334 309567 33849 33534 546472 251782 3905739 2907071 1300372 998668 6425857 5999164 141739 92065 28761995 39277491 4654612 5678392 3486768 6628885 163325 162637 6272760 11687367 14577465 24157281 X 13562829 14355367 621701 764843 14184530 15120210 28761995 39277491 1013045 -77365 0 X 0 1 X 1 1 1 X 13326485 14214800 15779019 16417406 18516606 78254316 13326485 14214800 15779019 16417406 18516606 78254316 3051825 75202491 252257 303684 182802 338029 171412 1248184 7004 -4497 24410 26917 79529417 107595725 0.94560 0.95530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4768 820629 825397 34809926 35635323 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 860001 720649 870000 825397 3276047 250000 250000 250000 250000 1000000 1500000 5996 732 1327 4768 12823 0 1 X 2078312 1513434 564878 1827427 1393637 433790 998668 REFUNDABLE ADVANCES 8458242 DEFERRED IMPROVEMENT ALLOWANCE 202631 DEFERRED RENT ABATEMENT 286830 DEFERRED COMPENSATION 2739664 11687367 X 36556421 -77365 2622 -74743 36631164 17204 17204 36648368 35620741 2622 2622 35618119 17204 17204 35635323 PART IV, LINE 2B: NACHC RECEIVED FUNDS RESULTING FROM CLASS ACTION SETTLEMENTS BETWEEN MAJOR MANUFACTURERS OF BRAND NAME PRESCRIPTION DRUGS AND PURCHASERS OF THOSE DRUGS, WHICH WERE DESIGNATED FOR USE BY FEDERALLY QUALIFIED HEALTH CENTERS (FQHC). AS PART OF THE SETTLEMENT AGREEMENTS, IT WAS AGREED THAT NACHC WOULD ACT AS THE ADMINISTRATOR OF THE FUNDS AND DISTRIBUTE THE SETTLEMENT FUNDS TO APPROVED FQHC. PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, NACHC HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE 2,622. ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7D. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE 2,622. ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7D. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 THOMAS J VAN COVERDEN PRESIDENT & CEO 929560 0 3728 0 81887 0 42750 0 28925 0 1086850 0 77463 0 MARY L HAWBECKER SVP, OPERATIONS & CFO 466923 0 0 0 83627 0 23406 0 29633 0 603589 0 0 0 L DAVID TAYLOR CHIEF OPERATING OFFICER 480931 0 0 0 72189 0 24108 0 17738 0 594966 0 0 0 CLAUDIA GIBSON EVP, COMMUNICATIONS 390010 0 0 0 59330 0 19615 0 31529 0 500484 0 0 0 STEPHEN CAREY CHIEF STRATEGY OFFICER 409243 0 0 0 16719 0 20474 0 35628 0 482064 0 0 0 RON YEE CHIEF MEDICAL OFFICER 317624 0 0 0 54376 0 15516 0 40595 0 428111 0 0 0 GLENDA WHITE SVP, CHIEF OF STAFF 295491 0 0 0 84019 0 14795 0 15356 0 409661 0 0 0 GINA CAPRA SVP, TRAINING & TA 262668 0 0 0 40070 0 13138 0 40787 0 356663 0 0 0 PART I, LINE 1A FIRST CLASS AIRFARE MUST BE APPROVED IN ADVANCE BY THE AUTHORIZING BODY AND WILL BE CONSIDERED UNDER THE FOLLOWING CONDITIONS: - NO LESS THAN FIRST CLASS SERVICE IS REASONABLY AVAILABLE OR THE FARE FOR COACH IS THE SAME OR HIGHER. DOCUMENTATION SUPPORTING THAT THIS IS THE CASE IS REQUIRED. - WHEN USE OF FIRST-CLASS IS NECESSARY TO ACCOMMODATE A DISABILITY OR OTHER SPECIAL NEED. PART I, LINE 4B 457F COMPENSATION HAS BEEN REFLECTED IN PART II, COLUMN (B)(III). PART I, LINE 7 BONUS COMPENSATION HAS BEEN REFLECTED IN PART II, COLUMN (B)(II). MERIDIAN COMMUNICATIONS MERIDIAN COMMUNICATIONS IS OWNED BY STEPHEN CAREY, CHIEF STRATEGY OFFICER 100000 MERIDIAN COMMUNICATIONS PROVIDES CONSULTING SERVICES TO NACHC. SERVICES WERE PROVIDED AT OR BELOW FAIR MARKET VALUE. 0 POTOMAC STRATEGIC DEVELOPMENT POTOMAC STRATEGIC DEV. IS OWNED BY STEPHEN CAREY, CHIEF STRATEGY OFFICER 100000 POTOMAC STRATEGIC DEVELOPMENT PROVIDES CONSULTING SERVICES TO NACHC. SERVICES WERE PROVIDED AT OR BELOW FAIR MARKET VALUE. 0 LORI RITI LORI RITI HAS A FAMILY RELATIONSHIP WITH THOMAS J. VAN COVERDEN, CEO 132007 LORI IS AN EMPLOYEE AT NACHC. SHE IS PAID AT MARKET RATE. 0 FORM 990, PART VI, SECTION A, LINE 6 NACHC'S MEMBERS HAVE THE RIGHT TO ELECT MEMBERS TO NACHC'S GOVERNING BOARD. THERE ARE NOT DIFFERENT CLASSES OF MEMBERS. NACHC HAS THE FOLLOWING MEMBERSHIP CATEGORIES: - ORGANIZATIONAL MEMBERS: FEDERALLY QUALIFIED HEALTH CENTERS OR FQHC LOOK-A-LIKES (ONLY MEMBERSHIP CATEGORY WITH VOTING RIGHTS); ASSOCIATE MEMBERS: NOT-FOR-PROFIT ORGANIZATIONS SUPPORTING FQHCS WITH A SIMILAR MISSION; NETWORK MEMBERS; HEALTH CENTER LED NETWORKS; AND INDIVIDUAL MEMBERSHIP - OPEN TO ALL. FORM 990, PART VI, SECTION A, LINE 7A THE HOUSE OF DELEGATES ELECTS THE OFFICERS OF THE ASSOCIATION, REVIEWS AND APPROVES AN ANNUAL REPORT FROM THE BOARD, AND TAKES OTHER ACTIONS AND ACTIVITIES AS MAY BE REQUIRED BY THE BYLAWS. ALL ELECTIONS AND ALL MATTERS BROUGHT BEFORE THE HOUSE OF DELEGATES, EXCEPT BYLAWS AND AMENDMENTS AND DISSOLUTION, ARE DECIDED BY MAJORITY VOTE OF THE ORGANIZATIONAL MEMBERS PRESENT AT THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION A, LINE 7B ALL ELECTIONS AND ALL MATTERS BROUGHT BEFORE THE HOUSE OF DELEGATES, EXCEPT BYLAWS, AMENDMENTS AND DISSOLUTION, ARE DECIDED BY MAJORITY VOTE OF THE ORGANIZATIONAL MEMBERS PRESENT AT THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE NACHC BOARD HAS APPOINTED THE AUDIT COMMITTEE TO REVIEW THE 990 PRIOR TO ITS FILING WITH THE IRS. THE AUDIT COMMITTEE CHAIR PRESENTED A SUMMARY OF THE 990 TO THE EXECUTIVE COMMITTEE AND THE BOARD. BOARD MEMBERS MAY REQUEST A COPY OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C NACHC HAS A CONFLICT OF INTEREST POLICY, THE PRIMARY PURPOSE OF WHICH IS TO PROVIDE GUIDANCE TO EMPLOYEES, AGENTS, OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS OF NACHC TO AVOID: (1) USING THEIR POSITIONS FOR PURPOSES THAT ARE MOTIVATED BY A DESIRE FOR PRIVATE FINANCIAL OR OTHER GAIN FOR THEMSELVES OR OTHERS SUCH AS THOSE WITH WHOM THEY HAVE FAMILY, BUSINESS, OR OTHER TIES; AND (2) VIOLATING THEIR DUTY TO NACHC BY INAPPROPRIATELY DISCLOSING CONFIDENTIAL INFORMATION ABOUT NACHC. THE POLICY IS SIGNED BY THE INDIVIDUAL AND UPDATED EVERY TWO YEARS. THE POLICY REQUIRES THAT ANY CONFLICT OF INTEREST BE DISCLOSED IMMEDIATELY UPON ITS IDENTIFICATION. IN ADDITION, EMPLOYEES DISCLOSE TO THE COO (AND IF THE COO DETERMINES THAT A POTENTIALLY SERIOUS CONFLICT COULD ARISE, MUST DISCLOSE TO THE CHAIR OF THE BOARD), IN WRITING, THE SPECIFICS OF ANY PLANS TO ACCEPT SUPPLEMENTAL OUTSIDE EMPLOYMENT SO THAT NACHC MAY DETERMINE WHETHER SUCH OUTSIDE EMPLOYMENT OR CONSULTANCY HAS THE POTENTIAL FOR CONFLICTING WITH THE INTERESTS OF NACHC. NACHC'S PRIOR APPROVAL OF SUCH OUTSIDE EMPLOYMENT OR CONSULTANCY IS REQUIRED. NO MEMBER OF THE BOARD OF DIRECTORS VOTES ON ANY MATTER WHICH MAY DIRECTLY OR INDIRECTLY RESULT IN FINANCIAL GAIN TO THAT MEMBER, OR WHICH CONFLICTS WITH THAT MEMBER'S OBLIGATIONS TO ANOTHER ORGANIZATION'S BOARD OF DIRECTORS OR TO HIS/HER EMPLOYER. PROVIDED THAT THE MEMBER OF THE BOARD OF DIRECTORS HAS FIRST DISCLOSED A CONFLICT OR POTENTIAL CONFLICT, AND ABSTAINS FROM VOTING IN THAT REGARD, HE/SHE MAY PARTICIPATE IN DISCUSSIONS RELATING TO THAT MATTER. HOWEVER, UPON MOTION MADE, SECONDED, AND ADOPTED BY A MAJORITY OF THE MEMBERS PRESENT, THE BOARD OF DIRECTORS MAY EXCLUDE A MEMBER WITH A CONFLICT OR POTENTIAL CONFLICT FROM DISCUSSIONS OF MATTERS INVOLVING NACHC'S PROPRIETARY INFORMATION OR SIMILARLY SENSITIVE MATTERS THE DISCLOSURE OF WHICH WOULD NOT BE IN NACHC'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE NACHC BOARD HAS ADOPTED A "COMPENSATION PHILOSOPHY AND HAS APPOINTED A "COMPENSATION COMMITTEE" TO OVERSEE THE CEO'S AND EXECUTIVE TEAM'S COMPENSATION. EVERY THREE TO FIVE YEARS, THE COMPENSATION COMMITTEE CHAIR CONTRACTS WITH A COMPENSATION SPECIALIST TO PERFORM AN IN-DEPTH REVIEW OF EXECUTIVE COMPENSATION AND DETERMINE THAT COMPENSATION IS REASONABLE AND CONSISTENT WITH THE "COMPENSATION PHILOSOPHY". ON AN ANNUAL BASIS, PRIOR TO ADJUSTMENTS OR BONUSES, THE CHAIR RECEIVES AN UPDATE OF THE REPORT TO ENSURE THAT OVERALL COMPENSATION IS REASONABLE. THE COMPENSATION COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE AND THE EXECUTIVE COMMITTEE GIVES A SUMMARY TO THE FULL BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE APPROVES THE CEO'S AND CFO'S COMPENSATION ON AN ANNUAL BASIS. THE CEO APPROVES THE COMPENSATION FOR THE EXECUTIVE TEAM. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2021. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS AND ANNUAL REPORT ARE INCLUDED ON THE NACHC WEBSITE AT WWW.NACHC.COM. ALL OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST THROUGH OUR COMMUNICATIONS DIVISION OR BY CONTACTING THE CFO. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 7,763,476. MANAGEMENT AND GENERAL EXPENSES 240. FUNDRAISING EXPENSES 41. TOTAL EXPENSES 7,763,757. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 2,597,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,597,918. FORM 990, PART VIII, LINE 2E: ADVERTISING INCOME IS GENERATED FROM EMPLOYMENT ADS PLACED BY COMMUNITY HEALTH CENTERS OR SUPPORT ORGANIZATIONS FOR ALL STAFFING NEEDS INCLUDING MEDICAL, EXECUTIVE AND ADMINISTRATIVE. COMMUNITY HEALTH CENTERS ARE LOCATED IN UNDERPRIVILEDGED COMMUNITIES; IDENTIFYING QUALIFIED PERSONNEL TO SERVE THESE COMMUNITIES IS DIRECTLY RELATED TO NACHC'S EXEMPT PURPOSE.