2021-01-28T16:07:52-06:00 2020-07-31 760448495 HAM LANGSTON & BREZINA LLP 1011 TREMONT STREET GALVESTON TX 77550 990 2019-08-01 760193812 THE ROSE THER 2814844708 12700 N FEATHERWOOD DR NO 260 HOUSTON TX 770344494 DOROTHY GIBBONS CEO 2814844708 2021-01-28 1 ANN S MASEL CPA P00758150 4097659311 2021-01-12 2019 2022-09-23 18:48:47Z DOROTHY GIBBONS 12700 N FEATHERWOOD DR NO 260 HOUSTON TX 770344494 13992083 0 X THEROSE.ORG X 1986 TX SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL. 15 15 150 257 51651 0 3224762 5860853 10295040 7522878 53446 90229 625692 389405 14198940 13863365 0 0 0 0 6477457 6549037 0 0 694002 6872737 6612901 13350194 13161938 848746 701427 11442550 13723623 2451058 4030312 8991492 9693311 X THE MISSION OF THE ROSE IS SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL. 0 0 11435123 THE ROSE PRIMARY EXEMPT PURPOSE IS PROVIDING ACCESS TO BREAST HEALTH CARE BY OFFERING DIRECT MEDICAL SERVICES AND ACCESS TO TREATMENT REGARDLESS OF THE PATIENT'S ABILITY TO PAY. THE EMPOWER HER SPONSORSHIP PROGRAM ENSURES THAT UNINSURED OR UNDERINSURED WOMEN HAVE ACCESS TO THE SAME STANDARD OF COMPASSIONATE, HIGH QUALITY BREAST HEALTH CARE AS THE INSURED. THE EMPOWER HER PROGRAM OFFERS A CONTINUUM OF CARE THAT STARTS WITH COMMUNITY OUTREACH AND EDUCATION AND THEN MOVES INTO PROVIDING DIRECT MEDICAL SERVICES INCLUDING MAMMOGRAPHY SCREENING, DIAGNOSTIC EXAMS AND BIOPSIES AND FINALLY ACCESS TO TREATMENT AND FOLLOW-UP WHEN A WOMAN IS DIAGNOSED WITH BREAST CANCER. SPONSORSHIP IS PROVIDED TO WOMEN MEETING LOW INCOME, UNINSURED OR UNDERINSURED GUIDELINES. FOR THIS PERIOD, THROUGH EMPOWER HER, THE ROSE SERVED 5,265 UNDUPLICATED, UNINSURED WOMEN AND PROVIDED 12,839 MAMMOGRAMS, BREAST ULTRASOUNDS, PHYSICIAN CONSULTATIONS, CORE BIOPSIES, AND OFFICE VISITS. OF THE 5,265 UNINSURED PATIENTS, 519 HAD BIOPSIES. TO DIMINISH THE BARRIER OF GEOGRAPHY TO ACCESSING ROUTINE BREAST HEALTH SCREENINGS, THE ROSE'S MOBILE MAMMOGRAPHY PROGRAM IS VITAL. TWO MAMMOGRAPHY COACHES TRAVEL FIVE DAYS A WEEK TO PROVIDE BREAST HEALTH SCREENINGS TO INSURED AND UNINSURED WOMEN IN 49 COUNTIES THROUGHOUT SOUTHEAST TEXAS AND SERVED A TOTAL OF 5,852 WOMEN OF WHICH 2,576 WERE UNINSURED. SEVENTY-THREE PERCENT OF ALL UNINSURED PATIENTS NEEDING ROUTINE ANNUAL MAMMOGRAPHY SCREENING DID SO VIA THE ROSE MOBILE MAMMOGRAPHY PROGRAM. THIS DATA UNDERSCORES THE NEED FOR ACCESS TO CARE PARTICULARLY IN RURAL AREA AND SUGGEST THAT THE MAJORITY OF OUR UNDERSERVED CONSTITUENTS HAD LIMITATIONS WITH TRANSPORTATION, ACCESSIBLE AND/OR AFFORDABLE SCREENING FACILITIES IN THEIR HOME COMMUNITIES.WITH THE MOBILE PROGRAM, STRATEGIC COMMUNITY ENGAGEMENT EFFORTS GREATLY EXPAND ACCESS TO BREAST HEALTH CARE SERVICES WHERE WOMEN NEED THEM THE MOST. COMMUNITY PATIENT NAVIGATORS ARE UTILIZED TO REACH RURAL COUNTIES, AND ACT AS LIAISONS TO BRIDGE THE GAPS IN HEALTHCARE BY CONNECTING PATIENTS AND HEALTH SYSTEMS TO AREA RESOURCES, ENGAGING NEW COLLABORATING PARTNERS AND APPLYING EVIDENCE-BASED INTERVENTION MODELS THAT INCREASED ACCESS TO CARE FOR THE UNDERSERVED. FOR UNINSURED WOMEN WHO ARE DIAGNOSED WITH BREAST CANCER, THE ROSE PATIENT NAVIGATION PROGRAM ENSURES ACCESS TO TIMELY AND AFFORDABLE BREAST CANCER TREATMENT. OF THE 328 PATIENTS DIAGNOSED, 175 WERE INSURED AND 153 WERE UNINSURED. FOR UNINSURED PATIENTS, THE ROSE'S PATIENT NAVIGATORS SECURE TREATMENT WITHIN 30 DAYS OF DIAGNOSIS THROUGH STATE-FUNDED HEALTHCARE PROGRAMS OR THE ROSE PHYSICIAN NETWORK. WITH THE ROSE PATIENT NAVIGATION PROGRAM, OUR PATIENTS GAIN DIRECT ACCESS TO AN EXTENSIVE NETWORK OF PHYSICIANS AND TREATMENT AT LEADING MEDICAL FACILITIES SUCH AS MD ANDERSON CANCER CENTER, HOUSTON METHODIST AND HARRIS HEALTH.PATIENT NAVIGATORS ALSO PROVIDE BREAST CANCER EDUCATION TO THE PATIENT AND HER FAMILY, SUPPORT DURING MEDICAL APPOINTMENTS, TRANSLATION, SUPPORT GROUPS, WIGS AND PROSTHESES AND UP TO FIVE YEARS' OF SURVIVORSHIP SUPPORT POST-DIAGNOSIS TO ENSURE COMPLIANCE TO TREATMENT AND REGULAR SCREENINGS. OTHER SERVICES INCLUDE TRANSLATION, SUPPORT DURING MEDICAL APPOINTMENTS, RECOMMENDATIONS REGARDING NUTRITION AND EXERCISE DURING TREATMENT, ALONG WITH ACCESS TO SUPPORT GROUPS. TO FURTHER MINIMIZE THE FINANCIAL BURDEN TO UNINSURED PATIENTS, THE ROSE PATIENT NAVIGATION PROGRAM PROVIDES GAS CARDS TO OFFSET TRANSPORTATION EXPENSES TO TREATMENT AND PROCURES FREE OR LOW-COST WIGS AND PROSTHETICS. THE ROSE NAVIGATED 153 NEWLY UNINSURED WOMEN INTO TREATMENT, AND DUE TO THE INCREDIBLE SPIKE IN DIAGNOSED CASES IN FY18 AND FY19, A TOTAL OF 1062 WOMEN RECEIVED SURVIVORSHIP SUPPORT ASSISTANCE.THE ROSE WAS THE FIRST HEALTHCARE ORGANIZATION IN THE STATE OF TEXAS TO IMPLEMENT A PATIENT NAVIGATION PROGRAM (IN 1999), AND THIS EVIDENCE- BASED PRACTICE IS NOW UTILIZED IN OTHER COMMUNITY CLINICS ACROSS THE COUNTRY.IT SHOULD BE NOTED THAT DURING FY20, A CITY WIDE SHUT DOWN DUE TO COVID-19 COMBINED WITH THE PPE PRODUCT SHORTAGES, THE ROSE WAS CLOSED FOR SIX FULL WEEKS. UPON REOPENING, ALL SERVICES POINTS, THE TWO DIAGNOSTIC CENTERS AND THE MOBILE MAMMOGRAPHY PROGRAM, BEGAN WITH LIMITED APPOINTMENT AVAILABILITY DUE TO SOCIAL DISTANCING. THESE TWO FACTORS, THE SIX WEEK CLOSURE AND SUBSEQUENT LIMITED APPOINTMENTS, RESULTED IN SERVING 30% FEWER PATIENTS OVERALL. THE LOWER PATIENT VOLUME INCLUDED BOTH INSURED AND UNINSURED PATIENTS WHICH IMPACTED REVENUE. SEE SCHEDULE O FOR CONTINUATION OF ITEM 4A 11435123 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 150 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X PAMELA LYLE 2814645121 12700 N FEATHERWOOD SUITE 260 HOUSTON TX 77034 MYRLEEN KNOTT CHAIR 5.00 X 0 0 0 TOM WATSON DIRECTOR 1.00 X 0 0 0 BOB TENCZAR SECRETARY 5.00 X 0 0 0 LAVONNE HOPKINS DIRECTOR 1.00 X 0 0 0 RONNIE HAGERTY ASST VP, COMMUNITY RELATIONS 5.00 X 0 0 0 THERESA EINHORN DIRECTOR 1.00 X 0 0 0 DEBBIE ROBINSON DIRECTOR 1.00 X 0 0 0 TERESA THOMAS TREASURER 5.00 X 0 0 0 PAMELA LOVETT VICE CHAIR 5.00 X 0 0 0 SHANNON WIESEDEPPE DIRECTOR 1.00 X 0 0 0 STEWART WORRELL DIRECTOR 1.00 X 0 0 0 ALICE ANNE-DODGE DIRECTOR 1.00 X 0 0 0 RONNIE PACE DIRECTOR 1.00 X 0 0 0 LIZ RIGNEY DIRECTOR 1.00 X 0 0 0 ASHMA KHANANI-MOOSA RN DIRECTOR 1.00 X 0 0 0 WILLIAM DONOVAN DIRECTOR 1.00 X 0 0 0 DOROTHY W GIBBONS CEO 45.00 X 161558 0 2468 PAMELA LYLE CFO 45.00 X 129126 0 2000 BERNICE JOSEPH COO 45.00 X 137350 0 2150 SHANNON LECOQ CHIEF DEVELOPMENT OFFICER 45.00 X 112357 0 1681 JESSICA DUCKWORTH DIRECTOR, IMAGING AND MOBI 45.00 X 104982 0 1622 645373 0 9921 5 0 1 0 DIXIE MELILLO MD 3343 FAIRVIEW PASADENA TX 77504 SURGEON 427423 CLAUDIA COTES 3627 GRAMERCY ST HOUSTON TX 77025 RADIOLOGIST 384997 PATRICK LERTDILOK MD 7600 FANNIN ST HOUSTON TX 77054 RADIOLOGIST 367025 RONALD BROCINER 203 DEWBERRY DRIVE LAKE JACKSON TX 77566 RADIOLOGIST 140000 4 5860853 8040 5860853 PROGRAM SERVICE REVENUE, NET 621300 7522878 7522878 7522878 40229 40229 163787 112136 51651 51651 51651 50000 0 50000 50000 50000 351687 16582 335105 335105 OTHER REVENUE 621500 2649 2649 2649 13863365 7575527 51651 375334 X 451579 165168 270004 16407 5156896 4614642 191055 351199 486400 429521 34346 22533 454162 371946 52938 29278 2031 1534 355 142 55000 41545 9619 3836 2868736 2643297 161172 64267 19039 14381 3330 1328 182504 147540 19043 15921 1084954 817382 164954 102618 68676 61124 2238 5314 877515 854375 14743 8397 193648 171360 13342 8946 SOFTWARE AND EPT MAINT 677513 601054 42538 33921 MEDICAL SUPPLIES 238160 238160 OTHER EXPENSES 140362 74205 45016 21141 TELEPHONE & UTILITIES 114197 97323 8120 8754 90566 90566 13161938 11435123 1032813 694002 1150 900 3063024 4947944 261135 401814 777337 436117 16115 16115 251004 269250 14638379 7178493 7070996 7459886 1789 191596 1 11442550 13723623 1022421 990844 1428637 2512565 0 526903 2451058 4030312 X 8101195 8431694 890297 1261617 8991492 9693311 11442550 13723623 X 701427 391 1 X X 0 1 X 1 1 1 X 2494459 3473219 4367679 3224762 5860853 19420972 8729398 9156101 9127838 10295040 7522878 44831255 247642 250805 329759 501143 351687 1681036 11471499 12880125 13825276 14020945 13735418 65933263 0 731172 751048 534508 623010 621312 3261050 731172 751048 534508 623010 621312 3261050 62672213 389147 455706 634816 567993 40620 2088282 12988 51872 72181 46015 16693 199749 402135 507578 706997 614008 57313 2288031 93783 165161 278889 194380 0 732213 2649 2649 11967417 13552864 14811162 14829333 13795380 68956156 0.90890 0.89770 0.03320 0.03900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 460496 460496 4495779 1785455 2710324 629552 14222 615330 7781209 5024585 2756624 1271343 354231 917112 7459886 LEASE INCENTIVE OBILIGATION 456734 DEFERRED RENT 70169 526903 X 13863756 391 391 13863365 0 13863365 13161938 0 13161938 0 13161938 PART X, LINE 2: DURING YEARS ENDED JULY 31, 2020, 2019 AND 2018, THE ROSE DID NOT INCUR ANY FEDERAL INCOME TAX LIABILITY AS A RESULT OF ANY UNRELATED BUSINESS INCOME. THE ROSE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. HATS AND HENNA HIGH TEA 36801 36801 7772 A TIME TO CARE LUNCHEON 290750 290750 7480 1 24136 24136 1330 351687 351687 16582 16582 335105 X 0 0 0 0 0 0 0 0 0 DOROTHY W GIBBONS CEO 161558 0 0 0 0 0 0 0 2468 0 164026 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, AS DESIGNATED BY THE ROSE'S BOARD OF DIRECTORS, REVIEWS A DRAFT COPY OF FORM 990, AS PREPARED BY ITS CPA, IN CONJUNCTION WITH THE AUDITED FINANCIAL STATEMENTS AND OTHER RECORDS OF THE ROSE FOR CONSISTENCY AND ACCURACY. THE FINANCE COMMITTEE DISCUSSES AND RESOLVES ANY QUESTIONS REGARDING THE DRAFT FORM 990, THEN APPROVES FINALIZED FORM 990 FOR SUBMISSION TO THE IRS. FORM 990 IS THEN REVIEWED BY ALL BOD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF THE ROSE'S FISCAL YEAR OR A BOARD MEMBER'S TERM OF OFFICE, EACH BOARD MEMBER AND OFFICER OF THE ROSE IS REQUIRED TO REVIEW THE ROSE'S WRITTEN POLICIES WITH REGARD TO "CONFLICT OF INTEREST AND REPORT TO THE ROSE'S BOARD AND THE ROSE'S MANAGEMENT ANY KNOWN OR POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ROSE'S CEO IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE, AS DESIGNATED BY THE ROSE'S BOARD OF DIRECTORS, ON AN ANNUAL BASIS. COMPENSATION FOR THE ROSE'S OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED AND APPROVED BY THE ROSE'S BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE ON THE ROSE'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE ON THE ROSE'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 102,903. MANAGEMENT AND GENERAL EXPENSES 23,827. FUNDRAISING EXPENSES 9,501. TOTAL EXPENSES 136,231. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 593,169. MANAGEMENT AND GENERAL EXPENSES 137,345. FUNDRAISING EXPENSES 54,766. TOTAL EXPENSES 785,280. LAB SERVICES: PROGRAM SERVICE EXPENSES 134,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,627. SURGICAL SERVICE: PROGRAM SERVICE EXPENSES 56,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,700. PHYSICIAN PROVIDER SERVICES: PROGRAM SERVICE EXPENSES 1,755,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,755,898. FORM 990, PART XI, LINE 9: ROUNDING 1. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.