2022-11-12T13:25:56-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2021-01-01 061622668 CENTERING HEALTHCARE INSTITUTE INC CENT 8572847570 89 SOUTH STREET LL-02 BOSTON MA 02111 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 8572847570 2022-11-08 1 ANGIE TRUESDALE 999009999 DANIELLE NIHILL P01350943 7819821001 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ANGIE TRUESDALE 89 SOUTH STREET LL-02 BOSTON MA 02111 4466950 0 X WWW.CENTERINGHEALTHCARE.ORG X 2001 CT IMPROVING HEALTH, TRANSFORMING CARE & DISRUPTING INEQUITABLE SYSTEMS THROUGH THE CENTERING GROUP MODEL 9 6 74 11 0 0 15147344 3108577 422227 966481 42467 61983 227257 198699 15839295 4335740 246253 287292 0 0 4108697 4966732 0 0 253983 1172352 1602469 5527302 6856493 10311993 -2520753 13523610 11128825 2115530 2241498 11408080 8887327 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 5644360 287292 1124177 THE ORGANIZATION HAS DEVELOPED A TWO-YEAR IMPLEMENTATION SUPPORT AND TRAINING PLAN FOR CLINICAL PRACTICE SITES OF OUR CENTERING MODEL OF GROUP CARE SUPPORT INCLUDES SUPPORT, AND TRAINING TO ENSURE QUALITY AND SUSTAINABILITY OF CENTERING SITES. IN 2021, CHI ENDED THE YEAR WITH 521 CLIENT PRACTICE LOCATIONS INCLUDING 65 NEW PRACTICE LOCATIONS ADDED DURING THE YEAR; LAUNCHED 39 NEW IMPLEMENTATION SUPPORT PLANS; PROVIDED CONTINUING SUPPORT FOR 20 EXISTING PLANS THAT WERE STARTED IN 2019; TRAINED 699 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. 5644360 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 13 0 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA MD IL TN CT X JOHN CRAINE 8572847570 89 SOUTH STREET SUITE 404 BOSTON MA 02111 AMY FINE MPH DIRECTOR & PAST VICE CHAIR 2.50 X X 0 0 0 ANDREA DARBY-STEWART MD CHAIRPERSON 12.50 X X 0 0 0 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 40.00 X X 204024 0 17306 CARMEN STRICKLAND MD MPH DIRECTOR & PAST CHAIRPERSON 2.50 X X 0 0 0 EVA N BOYCE TREASURER 5.00 X 0 0 0 MARGARET LARKINS-PETTIGREW MD DIRECTOR 1.00 X 0 0 0 SHANNON MERRELL CHIEF EXPERIENCE OFFICER 40.00 X 112039 0 18546 PIIA HANSON DIRECTOR 1.00 X 0 0 0 ARIANNE M GRAHAM VICE CHAIR 5.00 X 0 0 0 JOHN CRAINE CHIEF FINANCIAL OFFICER 40.00 X 141592 0 21625 SHARON S RISING CNM MSN FOUNDER 10.00 X 60000 0 0 MARENA BURNETT CHIEF ENGAGEMENT OFFICER 40.00 X 132855 0 21045 STEPHANIE L ZAHARY REGIONAL DIRECTOR 40.00 X 148385 0 12946 TAMARA WILCHER PITTS CHIEF ADMINISTRATIVE OFFICER 40.00 X 133607 0 22149 MARY FITZMAURICE REGIONAL DIRECTOR 40.00 X 138404 0 12777 MIGUEL A LOPEZ NATIONAL DIRECTOR 40.00 X 139445 0 19326 1210351 0 145720 10 0 1 0 HEALTH MANAGEMENT ASSOCIATES 31 ST JAMES AVENUE AUITE 920 BOSTON MA 02116 HEALTH POLICY CONSULTING 228300 EHR EVOLUTION INC 6500 BRIARCROFT STREET CLIFTON VA 20124 WEBSITE MAINTENANCE 163180 CANDID LITHO PRINTING LTD 210 ROUTE 109 FARMINGDALE NY 11735 LITERATURE PRODUCTION/SHIPPING 108718 5 1016110 2092467 3108577 PROGRAM SERVICE REVENUE 541900 966481 966481 966481 61983 61983 288906 131210 157696 157696 OTHER INCOME 541990 41003 41003 41003 4335740 1124177 0 102986 287292 287292 384546 202227 182319 3663734 3208759 451058 3917 183579 161215 19298 3066 404954 346548 51033 7373 329919 266980 49488 13451 599 485 90 24 39587 32035 5938 1614 344231 278562 51635 14034 63314 63314 127329 104231 18162 4936 330688 307003 23685 46299 37467 6945 1887 36558 29859 5267 1432 61123 49463 9168 2492 95727 77465 14359 3903 13347 10801 2002 544 HIRING & STAFF DEVELOPM 204079 165147 30612 8320 OTHER FEES 157668 150762 5430 1476 BAD DEBT EXPENSE 77186 62461 11578 3147 WORKSHOP EXPENSES 3564 3564 1170 947 175 48 6856493 5644360 958150 253983 3345042 2884777 5747030 3900000 0 27080 141121 255256 255973 20422 26528 932133 771459 216810 160674 6643642 11970 1016110 13523610 11128825 269399 397294 1846131 1844204 2115530 2241498 X 7346384 8635979 4061696 251348 11408080 8887327 13523610 11128825 -2520753 0 X 0 1 X 1 0 X 2408322 2378328 2146036 15147344 3108577 25188607 2524823 2496316 2021043 740946 1255387 9038515 4933145 4874644 4167079 15888290 4363964 34227122 2000000 2000000 1450000 10141599 1797000 17388599 0 2000000 2000000 1450000 10141599 1797000 17388599 16838523 7918 14533 11836 42467 61983 138737 7918 14533 11836 42467 61983 138737 16564 63933 25482 41002 146981 4941063 4905741 4242848 15956239 4466949 34512840 0.48790 0.53210 0.00400 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 0 0 0 0 1 20000 0 0 20000 0 PART I-A, LINE 1: CHI UTILIZED LOBBYING SERVICES BEGINNING IN JUNE 2021 THROUGH 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 771459 160674 160674 BPB FIDELITY INVESTMENT OAC 3234293 C BPB FIDELITY INVESTMENT BDRAC 3409349 C 6643642 ERTC RECEIVABLE 1016110 1016110 X 4335740 0 4335740 0 4335740 6856493 0 6856493 0 6856493 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 CCI GREENWAY 8630 FENTON STREET SUITE 1204 SILVER SPRING MD 20910 520988386 501(C)(3) 10000 0 FOODSECURITY COMMUNITY HEALTHNET HEALTH CENTERS 1021 WEST 5TH AVE GARY IN 46402 352048141 501(C)(3) 10000 0 FOODSECURITY FIVE RIVERS HEALTH CENTERS - FAMILY HEALTH CENTER 2261 PHILADELPHIA DRIVE DAYTON OH 45406 450914398 501(C)(3) 10000 0 FOODSECURITY HUNTERDON PEDIATRICS ASSOCIATES 6 SAND HILL ROAD FLEMINGTON NJ 08822 222526895 501(C)(3) 10000 0 FOODSECURITY LAWNDALE CHRISTIAN HEALTH CENTER 3860 W OGDEN AVE CHICAGO IL 60623 363308953 501(C)(3) 10000 0 FOODSECURITY LIFELONG MEDICAL CARE PO BOX 1127 BERKELEY CA 94702 942502308 501(C)(3) 10000 0 FOODSECURITY MALLORY COMMUNITY HEALTH CENTER 276 NISSAN PARKWAY BUILDING C CANTON MS 39046 640829371 501(C)(3) 10000 0 FOODSECURITY NEMOURS DU PONT PEDIATRICS AT THOMAS JEFFERSON UNIVERSITY 833 CHESTNUT ST SUITE 300 PHILADEPHIA PA 19107 590634433 501(C)(3) 10000 0 FOODSECURITY NEW YORK CITY HEALTH AND HOSPITALS CORPORATION 50 WATER STREET 3RD FLOOR NEW YORK NY 10004 132655001 501(C)(3) 10000 0 FOODSECURITY UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL GROUP - GLEN BURNIE 300 HOSPITAL DR STE 130 GLEN BURNIE MD 21061 521813656 501(C)(3) 10000 0 FOODSECURITY COOPERMAN BARNABAS MEDICAL CENTER (RWJ ST BARNABAS) 94 OLD SHORT HILLS RD LIVINGSTON NJ 07039 810682747 501(C)(3) 0 5026 FMV CHI IMPLEMENTATION FOUNDATION PEDIATRICS 190 SOUTH HARRISON STREET EAST ORANGE NJ 07018 223455298 0 13071 FMV CHI IMPLEMENTATION HENRY J AUSTIN HEALTH CENTER - WARREN STREET 321 NORTH WARREN STREET TRENTON NJ 08618 222682708 501(C)(3) 0 14261 FMV CHI IMPLEMENTATION ST JOSEPH'S HEALTH DEPAUL AMBULATORY CARE CENTER OBGYN 11 GETTY AVE PATERSON NJ 07503 222448138 501(C)(3) 0 23519 FMV CHI IMPLEMENTATION UNIVERSITY HOSPITAL DEPARTMENT OF OBGYN AMBULATORY CARE CENTER- LEVEL C 140 BERGEN STREET NEWARK NJ 07103 471686351 501(C)(3) 0 40864 FMV CHI IMPLEMENTATION MISSOURI OZARKS COMMUNITY HEALTH 504 W BROADWAY AVE AVA MO 65608 431747760 501(C)(3) 0 20557 FMV CHI IMPLEMENTATION FAMILY CHRISTIAN HEALTH CENTER - HCSC 31 W 155TH ST HARVEY IL 60426 364346917 501(C)(3) 0 21889 FMV CHI IMPLEMENTATION HEARTLAND HEALTH SERVICES EAST BLUFF HCSC 2321 N WISCONSIN AVE PEORIA IL 61603 371270794 501(C)(3) 0 12694 FMV CHI IMPLEMENTATION 16 3 X X X 0 0 0 0 0 0 0 0 0 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 194562 0 9462 0 0 0 5372 0 11934 0 221330 0 0 0 JOHN CRAINE CHIEF FINANCIAL OFFICER 131367 0 10225 0 0 0 10269 0 11356 0 163217 0 0 0 STEPHANIE L ZAHARY REGIONAL DIRECTOR 116065 0 32320 0 0 0 3402 0 9544 0 161331 0 0 0 MIGUEL A LOPEZ NATIONAL DIRECTOR 112794 0 26651 0 0 0 9369 0 9957 0 158771 0 0 0 TAMARA WILCHER PITTS CHIEF ADMINISTRATIVE OFFICER 123389 0 10218 0 0 0 11008 0 11141 0 155756 0 0 0 MARENA BURNETT CHIEF ENGAGEMENT OFFICER 126608 0 6247 0 0 0 9754 0 11291 0 153900 0 0 0 MARY FITZMAURICE REGIONAL DIRECTOR 115380 0 23024 0 0 0 3419 0 9358 0 151181 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. SHARON RISING BOARD MEMBER AND FORMER CEO 60000 SERVICE CONTRACT 0 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 15A 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 C, LINE 19 THE ORGANIZATION MAKES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.