2022-10-22T15:44:57-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-01-01 912168190 UNITY CARE NORTHWEST UNIT 3606766177 1616 CORNWALL AVENUE 205 BELLINGHAM WA 98225 JODI JOYCE CHIEF EXECUTIVE OFFICER 3606766177 2022-08-31 1 JODI JOYCE 999009999 KURT BENNION CPA P01469618 4252506100 2022-08-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JODI JOYCE 1616 CORNWALL AVENUE 205 BELLINGHAM WA 98225 41872196 0 X HTTPS://UNITYCARENW.ORG X 2001 WA TO INCREASE THE YEARS OF HEALTHY LIFE IN THE PEOPLE AND COMMUNITIES WE SERVE. 12 12 456 14 0 0 5184937 9157150 30247558 32442432 274139 113992 129701 150080 35836335 41863654 30164 5000 0 0 25091771 25072243 0 0 110998 11731157 11800992 36853092 36878235 -1016757 4985419 41809277 45628581 17626267 16250460 24183010 29378121 X OUR MISSION IS TO INCREASE THE YEARS OF HEALTHY LIFE IN THE PEOPLE AND COMMUNITIES WE SERVE. UNITY CARE NW IS A LOCAL, NON-PROFIT HEALTH CARE PROVIDER THAT IS PART OF A NATIONAL NETWORK OF COMMUNITY HEALTH CENTERS. ALSO KNOWN AS A FEDERALLY QUALIFIED HEALTH CENTER, WE WORK TO IMPROVE ACCESS TO HEALTH CARE FOR EVERYONE, REGARDLESS OF INSURANCE STATUS OR ABILITY TO PAY. CREATED BY A COALITION OF COMMUNITY LEADERS, HEALTH PROFESSIONALS, VOLUNTEERS, FAITH-BASED ORGANIZATIONS, AND CONCERNED CITIZENS, UNITY CARE NW HAS BEEN PROVIDING HIGH-QUALITY HEALTH CARE SERVICES FOR OVER 30 YEARS. 0 0 30082931 5000 32442432 UNITY CARE NORTHWEST PROVIDES HIGH QUALITY, PATIENT-CENTERED SERVICES TO THE PEOPLE OF WHATCOM COUNTY REGARDLESS OF ABILITY TO PAY. INTEGRATED CARE TEAMS PROVIDE COMPREHENSIVE COORDINATION OF PRIMARY MEDICAL HEALTH CARE NEEDS, AS WELL AS DENTAL, PHARMACY AND BEHAVIORAL HEALTH SERVICES. DURING 2021, UNITY CARE NORTHWEST PROVIDED SERVICES TO 20,418 UNDUPLICATED PATIENTS AND A TOTAL OF 90,200 VISITS AT THREE CLINIC SITES, WITH 9,650 VISITS PROVIDED VIA TELEHEALTH. OVER 41% OF PATIENTS SERVED LIVE AT OR BELOW 100% OF THE FEDERAL POVERTY LINE AND 70% ARE AT OR UNDER 200% OF THIS SCALE. 30082931 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 31 0 456 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JACQUELINE KAUHI 3606766177 1616 CORNWALL AVENUE 205 BELLINGHAM WA 98225 JODI JOYCE CHIEF EXECUTIVE OFFICER 60.00 1.00 X 286677 0 34356 SUSAN KRANZPILLER MD MEDICAL DIRECTOR 60.00 0.00 X 283976 0 30450 BARBARA CLURE MD MEDICAL DOCTOR 45.00 0.00 X 238777 0 20132 DONALD BRUNK MD MEDICAL DOCTOR 45.00 0.00 X 238476 0 42108 SHARON JUNGE MD MEDICAL DOCTOR 45.00 0.00 X 228808 0 18348 COLIN GOGGIN MD MEDICAL DOCTOR 45.00 0.00 X 210159 0 18282 JOHN TILLEY JR MD MEDICAL DOCTOR 45.00 0.00 X 209095 0 0 SHANON HARDIE CHIEF OPERATIONS OFFICER 60.00 0.00 X 200032 0 23124 CARRIE SHANE DDS DENTAL DIRECTOR/DENTIST 60.00 0.00 X 181873 0 30403 LISA NELSON PHARMACY DIRECTOR 60.00 0.00 X 177703 0 32358 BONNIE ROSS CHIEF FINANCIAL OFFICER 60.00 1.00 X 170245 0 7553 JAMES BROWN PRESIDENT 2.00 0.00 X X 0 0 0 JENNIFER MOLDVER VICE PRESIDENT 2.00 0.10 X X 0 0 0 LARRY THOMPSON TREASURER 2.00 0.00 X X 0 0 0 CHRIS PHILLIPS SECRETARY 2.00 0.00 X X 0 0 0 MELVIN DE JONG PAST PRESIDENT 2.00 0.10 X 0 0 0 JANICE BRENDIBLE DIRECTOR 1.00 0.00 X 0 0 0 TERRY BROWN DIRECTOR 2.00 0.00 X 0 0 0 SHANE EVERBACK DIRECTOR 1.00 0.00 X 0 0 0 VINCENT FOSTER DIRECTOR 1.00 0.00 X 0 0 0 LIANE KOESTER DIRECTOR 1.00 0.00 X 0 0 0 GLORIA MAXWELL DIRECTOR - THRU 8/31/2021 1.00 0.00 X 0 0 0 BECKY SPITHILL DIRECTOR - THRU 10/31/2021 1.00 0.00 X 0 0 0 TATIANA STONE DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE STRONG DIRECTOR 1.00 0.00 X 0 0 0 2425821 0 257114 43 0 1 0 EXPRESS SERVICES INC PO BOX 844277 LOS ANGELES CA 900844277 SUPPORT STAFFING 302639 ACTION CLEANING SERVICES 2009 IRON STREET BELLINGHAM WA 98225 JANITORIAL SERVICES 199406 QUATRIS HEALTHCO LLC 7657 SW MOHAWK STREET TUALATIN OR 97062 CONSULTING & EMR SUPPORT 159176 THE FRANKLIN CORPORATION 6459 PORTAL WAY FERNDALE WA 98248 GENERAL CONTRACTOR 109727 4 10000 41000 6250832 2855318 815138 9157150 PATIENT SERVICE REVENUE 624100 32442432 32442432 32442432 122534 122534 8542 -8542 -8542 -8542 0 41000 0 0 OTHER REVENUE 812900 150080 150080 150080 41863654 32442432 0 264072 5000 5000 1469362 747375 721987 19423658 16655331 2689424 78903 591014 507332 81340 2342 2189605 1859603 321418 8584 1398604 1196140 195990 6474 65016 65016 115148 115148 1261430 1006598 250213 4619 90489 63824 26665 777808 298002 478343 1463 1744251 1133216 611035 11523 8954 2569 62835 11710 50291 834 194751 194751 792945 579646 213299 149137 113210 35927 MEDICAL SUPPLIES 5699297 5525505 173792 TAXES & FEES 390797 20742 365881 4174 BAD DEBT EXPENSE 183956 183956 DUES & SUBSCRIPTIONS 112754 50783 59882 2089 148855 116004 31335 1516 36878235 30082931 6684306 110998 20337727 25089091 92802 31160 1914551 1413332 10535400 10535400 141379 143468 693564 751105 13358227 5693202 8093854 7665025 41809277 45628581 3360409 4983102 7682300 4942866 2257535 2004968 3824125 3813359 501898 506165 17626267 16250460 X 24042447 29262467 140563 115654 24183010 29378121 41809277 45628581 X 4985419 209692 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 3708 0 0 3708 0 PART II-B, LINE 1: UNITY CARE NORTHWEST LEADERS AND EMPLOYEES PARTICIPATED IN THE STATE'S LEGISLATIVE DAYS, DISCUSSING CURRENT AND PROPOSED LEGISLATION AS IT IMPACTS THE FQHC COMMUNITY. UNITY CARE NORTHWEST LEADERS ALSO MET WITH VARIOUS FEDERAL LEGISLATORS, DISCUSSED CURRENT AND PROPOSED LEGISLATION IMPACTING THE FQHC COMMUNITY, AND REPRESENTED THE INTERESTS OF FQHC'S. 1300000 1300000 6767436 2595446 4171990 2525433 1285270 1240163 2540230 1812486 727744 225128 225128 7665025 SWAP LIABILITY 260496 DUE TO RELATED ORGANIZATION 245669 506165 X 41888350 209692 209692 41678658 184996 184996 41863654 36694279 0 36694279 183956 183956 36878235 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE CENTER AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISION SECTION 501(A) OF THE INTERNAL REVENUE CODE AS A CENTER DESCRIBED IN SECTION 501(C)(3) AND NOT AS A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE CENTER EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2021 AND 2020, THE CENTER HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE STATE STATUTES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENT 209,692. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CONTRIBUTIONS 1,040. BAD DEBT EXPENSE 183,956. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 183,956. ANNUAL GALA 41000 41000 41000 41000 X X X X X X 0 0 0 0 0 0 0 0 0 JODI JOYCE CHIEF EXECUTIVE OFFICER 286677 0 0 0 0 0 10824 0 23532 0 321033 0 0 0 SUSAN KRANZPILLER MD MEDICAL DIRECTOR 283976 0 0 0 0 0 6773 0 23677 0 314426 0 0 0 BARBARA CLURE MD MEDICAL DOCTOR 238777 0 0 0 0 0 10066 0 10066 0 258909 0 0 0 DONALD BRUNK MD MEDICAL DOCTOR 238476 0 0 0 0 0 10293 0 31815 0 280584 0 0 0 SHARON JUNGE MD MEDICAL DOCTOR 228808 0 0 0 0 0 9174 0 9174 0 247156 0 0 0 COLIN GOGGIN MD MEDICAL DOCTOR 210159 0 0 0 0 0 9141 0 9141 0 228441 0 0 0 JOHN TILLEY JR MD MEDICAL DOCTOR 209095 0 0 0 0 0 0 0 0 0 209095 0 0 0 SHANON HARDIE CHIEF OPERATIONS OFFICER 200032 0 0 0 0 0 8093 0 15031 0 223156 0 0 0 CARRIE SHANE DDS DENTAL DIRECTOR/DENTIST 181873 0 0 0 0 0 7701 0 22702 0 212276 0 0 0 LISA NELSON PHARMACY DIRECTOR 177703 0 0 0 0 0 7727 0 24631 0 210061 0 0 0 BONNIE ROSS CHIEF FINANCIAL OFFICER 150245 0 20000 0 0 0 0 0 7553 0 177798 0 0 0 A WASHINGTON HEALTH CARE FACILITIES AUTHORITY 911108929 2018-06-22 2614983 REFINANCE SERIES 2009 BONDS 0 0 0 A 440588 2614983 2614983 2010 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 X 160224 FAIR MARKET VALUE X 15821 646823 INVOICE PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF VACCINES RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS THE BOARD AND ONE OTHER MEMBER OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE (A) ACTS ONLY AS NECESSARY BETWEEN MEETINGS OF THE BOARD WITH ALL THE POWERS OF THE BOARD AND REPORTS AND PRESENTS FOR RATIFICATION ANY SUCH ACTIONS TO THE BOARD AT THE BOARD'S NEXT MEETING; (B) COORDINATES THE ACTIVITIES OF THE BOARD'S COMMITTEES; (C) ANNUALLY EVALUATES THE CEO'S PERFORMANCE; AND (D) MONITORS THE ORGANIZATION'S COMPLIANCE ACTIVITIES, FINDINGS, AND POLICIES. HOWEVER, THE EXECUTIVE COMMITTEE DOES NOT HAVE AUTHORITY TO BIND THE BOARD OF DIRECTORS OR THE ORGANIZATION ON ANY MATTERS INVOLVING THE PURCHASE OR SALE OF REAL PROPERTY OR THE PURCHASE OR SALE OF EQUIPMENT, FURNITURE OR FIXTURES IN EXCESS OF 1% OF THE ORGANIZATION'S ANNUAL BUDGET. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO AUTHORIZE SUBMITTAL OF GRANT APPLICATIONS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN 2021 TO CLARIFY THAT A PATIENT BOARD MEMBER WHO CEASES TO RECEIVE MEDICAL CARE AT UNITY CARE NORTHWEST WILL ALSO CEASE TO QUALIFY AS A PATIENT BOARD MEMBER, BUT THAT THE INDIVUAL MAY APPLY FOR AN OPEN (NON-PATIENT) BOARD POSITION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CFO, THE CEO AND BY THE FINANCE COMMITTEE, THEN PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL OFFICERS, DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND KEY EMPLOYEES. UPON JOINING THE ORGANIZATION, AND THEN ANNUALLY THEREAFTER, ALL COVERED INDIVIDUALS SIGN A DETAILED CONFLICT OF INTEREST STATEMENT THAT CLEARLY DEFINES EACH INDIVIDUAL'S RESPONSIBILITY TO DISCLOSE ANY POSSIBLE RELATIONSHIPS OR ARRANGEMENTS THAT COULD RESULT IN A CONFLICT OF INTEREST, AS WELL AS THE PROCEDURE FOR DEALING WITH THESE CONFLICTS IF THEY SHOULD ARISE. IF AN INDIVIDUAL HAS A POTENTIAL CONFLICT OF INTEREST, THEY DISCLOSE THE FACTS TO THE BOARD OR COMMITTEE CHAIR, AS APPROPRIATE. THE BOARD OR COMMITTEE DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL MUST LEAVE THE ROOM FOR ALL DISCUSSIONS AND VOTES ON THE MATTER. CONFLICT OF INTEREST DISCUSSIONS AND RESULTS ARE NOTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A POLICY REGARDING EXECUTIVE DIRECTOR AND KEY EMPLOYEE SALARY AND BENEFITS TO ENSURE THAT COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS, COMPARED AGAINST APPROPRIATE BENCHMARKS AND DOCUMENTED ADEQUATELY. TO ENSURE THAT THERE IS NO CONFLICT OF INTEREST IN THE DECISION MAKING PROCESS, THE EXECUTIVE COMMITTEE HAS ACCESS TO AN INDEPENDENT CONSULTANT TO ASSIST WITH EVALUATING SALARY AND BENEFIT STRUCTURES FOR KEY EMPLOYEES. THE PROCESS LAST INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION IN 2021. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST AND ONLINE AT WWW.GUIDESTAR.ORG, A WEBSITE THAT THE PUBLIC CAN ACCESS TO OBTAIN INFORMATION ABOUT NON-PROFITS. THE FORM 1023 IS AVAILABLE UPON REQUEST. 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: CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENT 209,692. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR SELECTING AN INDEPENDENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR. NORTH WHATCOM CLINIC 1616 CORNWALL AVENUE SUITE 205 BELLINGHAM WA 98225 830597273 CONSTRUCT AND HOLD REAL ESTATE WA 501(C)(2) UNITY CARE NORTHWEST 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 NORTH WHATCOM CLINIC K 222000 CASH