2022-08-10T16:04:30-05:00 2021-09-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2020-10-01 430899356 SAMUEL U RODGERS HEALTH CENTER INC % CHRISTOPHER WALKER SAMU 8164744920 825 EUCLID AVENUE KANSAS CITY MO 64124 BOB THEIS CEO 8162216300 2022-08-15 true BOB THEIS XXX-XX-XXXX Michael J Engle P00482834 8162216300 3 2020 2022-09-23 18:48:47Z BOB THEIS 825 EUCLID AVENUE KANSAS CITY MO 64124 32053818 false X WWW.RODGERSHEALTH.ORG X 1968 MO THE CENTER'S MISSION IS TO PROVIDE HIGH QUALITY, COMPASSIONATE AND AFFORDABLE HEALTHCARE FOR ALL. 14 14 304 184 0 0 9204463 20235433 11648068 11536788 -36327 43910 176129 64619 20992333 31880750 0 0 0 0 15161063 16297303 0 0 0 9432791 9995785 24593854 26293088 -3601521 5587662 27100721 32339152 4826921 4215041 22273800 28124111 X THE CENTER'S MISSION IS TO PROVIDE HIGH QUALITY, COMPASSIONATE AND AFFORDABLE HEALTHCARE FOR ALL. false false 18896064 0 11629632 SEE SCHEDULE O 18896064 true true false false false false false true false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 37 0 true 304 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true true true MO X CHRISTOPHER WALKER 8168894801 825 EUCLID AVE KANSAS CITY MO 64124 X TONI ZINK PHYSICIAN/CHIEF MED. OFFICER 40.0 0.0 X 279688 0 8484 SANGEETA DALAL PHYSICIAN 40.0 0.0 X 260580 0 13091 FAISAL KHAN CEO ENDING 03/2021 40.0 1.0 X 250300 0 13219 ROBBIE HARRIFORD PHYSICIAN 40.0 0.0 X 238267 0 23520 CINDY RUTTAN PSYCHIATRIST 40.0 0.0 X 234547 0 23556 BOB THEIS COO/CEO BEGINNING 03/2021 40.0 1.0 X 208755 0 23924 NIVA SHAKYA PHYSICIAN 40.0 0.0 X 222269 0 5000 CHRISTOPHER WALKER CHIEF FINANCIAL OFFICER 40.0 0.0 X 123273 0 33830 CHAD MOORE DIRECTOR 1.0 0.0 X 0 0 0 GINA MACE DIRECTOR/SECRETARY 1.0 1.0 X X 0 0 0 JON TROZZOLO DIRECTOR 1.0 0.0 X 0 0 0 MELINA JOHNSON DIRECTOR/TREASURER 1.0 1.0 X X 0 0 0 POORNIMA KUMAR DIRECTOR 1.0 0.0 X 0 0 0 MANUEL ABARCA DIRECTOR 1.0 0.0 X 0 0 0 VICTOR HAMMONDS DIRECTOR 1.0 0.0 X 0 0 0 ELIZABETH BORDENAVE DIRECTOR 1.0 0.0 X 0 0 0 RITA RODGERS STANLEY DIRECTOR 1.0 0.0 X 0 0 0 RHONDA HOLMAN DIRECTOR/VICE CHAIR 1.0 1.0 X X 0 0 0 BETTY NWABUONWU DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL MCCUNNIFF DIRECTOR 1.0 0.0 X 0 0 0 ARIF AHMED DIRECTOR 1.0 0.0 X 0 0 0 JOHN SMITH DIRECTOR 1.0 0.0 X 0 0 0 1817679 0 144624 26 false true false LYTLE CONSTRUCTION 1100 SE HAMBLEN LEES SUMMIT MO 64081 CONSTRUCTION 1440270 PHARMACY SYSTEMS INC 5050 BRADENTON AVE DUBLIN OH 43017 PHARMACY MANAGEMENT 580436 INDEMAND INTERPRETING 555 ANDOVER PARK WEST SUITE 201 SEATTLE WA 98188 INTERPRETING SERVICE 312582 EVERGREEN CONTRACT RESOURCES 100 WAUGH DR SUITE 300 HOUSTON TX 77007 CONTRACT LABOR SERV 198729 BURTIN ASSOCIATES 825 EUCLID KANSAS CITY MO 64130 CLEANING AND MAINT 193407 9 38367 0 19206707 990359 20235433 Net Patient Service Revenue 621400 11372289 11372289 340B Drug Program 900099 164499 164499 11536788 47587 47587 0 0 12000 169391 -157391 0 -157391 -157391 3677 -3677 -3677 -3677 0 0 0 0 0 0 0 0 0 MHP, LLC - K-1 INCOME 900099 92844 92844 All Other Misc Revenue 900099 129166 129166 129166 129166 222010 31880750 11629632 15685 X 0 0 0 0 467624 402770 64854 0 13431359 11281165 2150194 403240 317230 86010 1966598 1835823 130775 28482 25790 2692 0 16489 16489 179303 179303 0 0 0 3351404 1845491 1505913 0 210384 210384 971853 576915 394938 1284642 401168 883474 0 432356 32963 399393 27389 23506 3883 0 24432 19145 5287 69235 26226 43009 0 1886535 921172 965363 143747 143747 Repairs & Maintenance 281622 167544 114078 Medical Supplies 714077 714077 Dues & Subscriptions 72266 47810 24456 Education 52003 46648 5355 278048 237 277811 26293088 18896064 7397024 0 152991 0 1103788 907714 946014 1923433 2558362 4528142 0 0 0 0 0 0 10289 18977 137490 253156 40555426 19150109 19795246 21405317 1896195 2428774 0 0 352723 445567 0 0 147623 428072 27100721 32339152 1982766 3689462 0 0 130441 247389 0 0 0 0 0 0 507814 278190 2205900 0 0 0 4826921 4215041 X 22174716 28060863 99084 63248 22273800 28124111 27100721 32339152 X 5587662 298485 -35836 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 1815173 1815173 29055804 12420559 16635245 58494 33635 24859 8659972 6695915 1964057 965983 965983 21405317 32352303 298485 173068 471553 31880750 31880750 26466156 173068 173068 26293088 26293088 SCHEDULE D, PART III, LINE 4 PAINTINGS BY RITA BLITT WERE INSTALLED AT THE HEALTH CENTER IN APRIL 2012. THESE PAINTINGS ARE PART OF THE RITA BLITT MUSEUM WITHOUT WALLS EXHIBITION. THE RITA BLITT MUSEUM WITHOUT WALLS WAS DEVELOPED IN 2012 TO LIST AND ILLUSTRATE EXHIBITIONS THAT ARE AVAILABLE FOR LOAN TO GALLERIES AND MUSEUMS, TO MAP THE NUMEROUS PUBLIC PLACES THROUGHOUT THE WORLD THAT ONE CAN VISIT TO VIEW BLITT'S ARTWORK, TO SHARE EDUCATIONAL CURRICULUM AND FILMS RELATING TO HER PRACTICE, AND TO SHOWCASE WORKS IN HER PORTFOLIO. THE EXHIBITION FEATURED IN THE ON VIEW SECTION WILL CHANGE ON A MONTHLY BASIS. BLITT HAS INDEFINITELY LOANED COLLECTIONS OF HER ART TO NON-PROFIT ORGANIZATIONS THROUGH THE RITA BLITT FOUNDATION, WHOSE MISSION IS TO SHARE, EDUCATE, AND INSPIRE THROUGH THE ARTWORKS OF BLITT. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSE $ 169,391 Loss on Disposal property and equipment 3,677 ----------- Total $ 173,068 SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE $ 169,391 Loss on Disposal Property and Equipment 3,677 ----------- Total $ 173,068 X X X X false false false false false false false false false CHRISTOPHER WALKER CHIEF FINANCIAL OFFICER 122004 0 1000 0 269 0 5914 0 27916 0 157103 0 0 0 FAISAL KHAN CEO ENDING 03/2021 248800 0 1500 0 0 0 12019 0 1200 0 263519 0 0 0 BOB THEIS COO/CEO BEGINNING 03/2021 206986 0 1500 0 269 0 10475 0 13449 0 232679 0 0 0 TONI ZINK PHYSICIAN/CHIEF MED. OFFICER 250688 0 29000 0 0 0 2334 0 6150 0 288172 0 0 0 SANGEETA DALAL PHYSICIAN 250311 0 10000 0 269 0 13091 0 0 0 273671 0 0 0 ROBBIE HARRIFORD PHYSICIAN 200767 0 37500 0 0 0 10015 0 13505 0 261787 0 0 0 CINDY RUTTAN PSYCHIATRIST 233274 0 1000 0 273 0 11715 0 11841 0 258103 0 0 0 NIVA SHAKYA PHYSICIAN 217269 0 5000 0 0 0 5000 0 0 0 227269 0 0 0 FORM 990, PART III, LINE 4A When Dr. Samuel Rodgers - the first Board-certified African American OB/GYN in the Kansas City area - founded the Health Center in 1968, he had a vision and a passion: to ensure everyone has access to quality health care, regardless of ability to pay. That vision and passion are as fresh and vibrant for us today as they were a half-century ago. In honoring Dr. Rodgers' vision, Sam Rodgers provided $2.5 million dollars in unreimbursed health care for our patients in 2021. Sam Rodgers fulfills its mission by providing comprehensive primary care in the areas of adult and senior medicine, well-woman and obstetrical care, pediatric and adolescent health, behavioral health, and oral health services for our community's most medically and socially vulnerable families. The National Committee for Quality Assurance (a national certification organization committed to improving the quality of health care) recognizes Sam Rodgers as a Level 3 Patient-Centered Medical Home; we provide team-based, patient-centered care, which actively engages the patient and family in developing the care plan, teaching self-management skills, and ensuring follow-up care. In addition, Sam Rodgers is a Federally Qualified Health Center (the very first in Missouri and only the fourth FQHC in the entire country to be accorded that designation). As part of our full complement of out-patient services, we provide Health Home services to coordinate care for individuals who have chronic conditions. We also provide on-site Women, Infant & Children (WIC), imaging, pharmacy, and laboratory services. We have MO HealthNet (Medicaid) enrollment specialists, and Affordable Care Act (ACA) Marketplace Certified Enrollment Counselors available to assist patients. Sam Rodgers provides free transportation and interpretation services to patients. In addition, we bring community outreach and education programs to the greater Kansas City community. Our patients are ethnically and racially diverse, with 19% African/African American/Black, 6% Asian or Hawaiian/Pacific Islander, 15% Caucasian, 50% Hispanic/Latinx, and 10% are more than one race. Last year, more than half of our patients were best served in a language other than English. To ensure they receive accurate and culturally competent care, we provided interpretation services in more than 40 languages both in person and online with certified medical translators. Last year 19,503 individuals received care at a Sam Rodgers, including 8,025 youth aged 17 and under, and 1,020 older adults. We successfully built a program which provided over 10,000 tests for COVID-19 and over 15,000 vaccinations to adults and children despite the fluctuating nature of availability and demand. Approximately 1/3 of all our patients, including 835 children, did not have any form of insurance coverage. Our indigent care program provides primary care which saves families and adults $13.00 per $1.00 spent. Access to primary care providers has proven to decrease visits to the emergency room. In Missouri, an average ER Trip costs $1,717, compared to a primary care visit which costs $167.00. Sam Rodgers is proud to be a leader in the Kansas City area to build healthier communities for all. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE COMPLETED. THE 990 IS THEN PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY QUESTIONS AND CONCERNS THE FINANCE COMMITTEE HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE COMPLETED. THE FINAL 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C DUTY TO DISCLOSE: IF AN INTERESTED PERSON HAS A POSITION OR FINANCIAL INTEREST IN ANY BUSINESS OR OTHER ENTITY WITH WHICH THE HEALTH CENTER IS CONSIDERING ENTERING INTO AN ARRANGEMENT OR TRANSACTION, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT TO THE HEALTH CENTER'S BOARD OF DIRECTORS (BOARD) OR EXECUTIVE COMMITTEE AS SOON AS THE INTERESTED PERSON HAS KNOWLEDGE OF THE POTENTIAL ARRANGEMENT OR TRANSACTION, AND WHENEVER REQUESTED BY THE BOARD OR THE EXECUTIVE COMMITTEE. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: THE BOARD OF DIRECTORS WILL MAKE THE DETERMINATION. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: - PRIOR TO ANY DISCUSSION AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR THE EXECUTIVE COMMITTEE REGARDING THE INTERESTED PERSON'S POSITION OR FINANCIAL INTEREST. AFTER SUCH PRESENTATION, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION. - THE BOARD OR THE EXECUTIVE COMMITTEE WILL UNDERTAKE APPROPRIATE DUE DILIGENCE AND INFORM ITSELF OF ALL MATERIAL INFORMATION REASONABLY AVAILABLE TO IT AND EXPLORE ALL REASONABLE ALTERNATIVES TO THE PROPOSED TRANSACTION THAT WOULD NOT INVOLVE THE CONFLICT OF INTEREST. - IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR THE EXECUTIVE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE PROPOSED TRANSACTION IS (I) IN THE HEALTH CENTER'S BEST INTEREST, (II) FOR THE HEALTH CENTER'S OWN BENEFIT, AND (III) FAIR AND REASONABLE TO THE HEALTH CENTER. IN CONFORMITY WITH THIS DETERMINATION, THE BOARD OR THE EXECUTIVE COMMITTEE WILL MAKE ITS DECISION AS TO WHETHER THE HEALTH CENTER MAY ENTER INTO THE PROPOSED TRANSACTION. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: IF THE BOARD OR THE EXECUTIVE COMMITTEE DETERMINES THAT THE COVERED PERSON HAS IN FACT FAILED TO DISCLOSE A POSITION OR A FINANCIAL INTEREST, THE BOARD OR THE EXECUTIVE COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. DOCUMENTATION IN MINUTES: WITH RESPECT TO THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS, THE NAME OF THE INTERESTED PERSON WHO DISCLOSED OR WAS OTHERWISE FOUND TO HAVE A POSITION OR FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; THE NATURE OF THE POSITION OR FINANCIAL INTEREST; ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT; AND THE BOARD OR THE EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. ANNUAL STATEMENTS: EACH COVERED PERSON WILL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: - HAS RECEIVED A COPY OF THIS POLICY; - HAS READ AND UNDERSTANDS THE POLICY; - HAS AGREED TO COMPLY WITH THE POLICY; AND - UNDERSTANDS THE HEALTH CENTER IS EXEMPT FROM FEDERAL INCOME TAX AND TO MAINTAIN ITS FEDERAL TAX EXEMPTION THE HEALTH CENTER MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. IN ADDITION, EACH COVERED PERSON WILL ANNUALLY COMPLETE, SIGN AND PROMPTLY RETURN TO THE BOARD OR THE EXECUTIVE COMMITTEE A QUESTIONNAIRE AND DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A IN DETERMINING THE COMPENSATION OF THE CEO, HUMAN RESOURCES, ON A REGULAR BASIS, CONDUCTS SALARY SURVEYS TO ENSURE THE CURRENT JOB PAY RANGE AND MEDIAN PAY FOR THIS POSITION REMAINS COMPETITIVE IN THE MARKETPLACE AND CONSISTENT WITH THE COMPANY'S COMPENSATION PHILOSOPHY. AN INDEPENDENT COMMITTEE USING COMPARABILITY DATA WILL CONDUCT A COMPENSATION ANALYSIS. SUCH DELIBERATIONS AND DECISIONS REGARDING COMPENSATION IS DOCUMENTED AND SUBSTANTIATED. FORM 990, PART VI, SECTION B, LINE 15B OTHER OFFICERS AND KEY EMPLOYEES: ON A REGULAR BASIS, HUMAN RESOURCES WILL CONDUCT SALARY SURVEYS TO ENSURE CURRENT JOB PAY RANGES AND MEDIAN PAY FOR CERTAIN BENCHMARKED POSITIONS REMAIN COMPETITIVE IN THE MARKETPLACE AND CONSISTENT WITH THE COMPANY'S COMPENSATION PHILOSOPHY. AN INDEPENDENT COMMITTEE USING COMPARABILITY DATA WILL CONDUCT A COMPENSATION ANALYSIS. SUCH DELIBERATIONS AND DECISIONS REGARDING COMPENSATION IS DOCUMENTED AND SUBSTANTIATED. THE LAST REVIEW WAS PERFORMED IN DECEMBER 2020-JANUARY 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 DONOR RESTRICTED CONTRIBUTIONS $ 63,248 NET ASSETS RELEASED FROM RESTRICTION (99,094) --------- TOTAL $(35,836) FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT PROFESSIONAL SERVICES TOTAL FEES:1819223 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE LAB REFERRAL TOTAL FEES:279080 FORM 990 PART IX LINE 11G DESCRIPTION:FACILITY MAINT & SECURITY TOTAL FEES:399372 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS - PHYSICIANS TOTAL FEES:206398 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY LABOR TOTAL FEES:173804 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE LAB - DENTAL TOTAL FEES:54846 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:418681 SAMUEL U RODGERS FOUNDATION INC 825 EUCLID AVE KANSAS CITY MO 64124 200751739 SUPPORT ORG MO 501(C)(3) 12A SURHC true false false false false false false false false false false false false false false false false false false false