2021-11-12T10:02:43-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2020-01-01 061622668 CENTERING HEALTHCARE INSTITUTE INC CENT 8572847570 89 SOUTH STREET NO 404 BOSTON MA 02111 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 8572847570 2021-11-11 1 ANGIE TRUESDALE 999009999 MICHAELA J CROMAR CPA P00895728 8178775000 2021-11-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANGIE TRUESDALE 89 SOUTH STREET NO 404 BOSTON MA 02111 15956239 0 X WWW.CENTERINGHEALTHCARE.ORG X 2001 CT IMPROVING HEALTH, TRANSFORMING CARE & DISRUPTING INEQUITABLE SYSTEMS THROUGH THE CENTERING GROUP MODEL 9 8 56 10 0 0 2146036 15147344 1214661 422227 11836 42467 488439 227257 3860972 15839295 0 246253 0 0 3691835 4108697 1325 0 555171 1464342 1172352 5157502 5527302 -1296530 10311993 1680322 13523610 584235 2115530 1096087 11408080 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 4008705 246253 624002 PROGRAM SERVICES: THE ORGANIZATION HAS DEVELOPED AN IMPLEMENTATION PLAN (CIP) OF OUR CENTERING MODEL OF GROUP CARE TO PROVIDE CONSULTATION, SUPPORT, AND TRAINING TO ENSURE QUALITY AND SUSTAINABILITY OF CENTERING SITES. IN 2020, CHI CONDUCTED 18 NEW CIPS, 5 KICKOFFS, 1 SITE APPROVAL, AND 211 INDIVIDUALS TRAINED IN FACILITATION TRAINING WORKSHOPS. AT YEAR-END THERE WERE 557 ACTIVE CENTERING SITES ACROSS THE U.S. THAT SERVED OVER 60,000 FAMILIES PER YEAR. 4008705 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 5 0 1 56 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 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 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 40.00 X X 197660 0 25243 TANYA MUNROE SENIOR DIRECTOR 40.00 X 130283 0 16970 MARENA BURNETT CHIEF ENGAGEMENT DIRECTOR 40.00 X 127065 0 19178 JONATHAN HAYES SENIOR DIRECTOR 40.00 X 116333 0 28830 TAMARA PITTS SENIOR DIRECTOR 40.00 X 116579 0 25331 JOHN CRAINE CHIEF STRATEGY DIRECTOR 40.00 X 125008 0 10210 RAMESH ADVANI UNTIL 61720 CHIEF FINANCIAL OFFICER 40.00 X 61039 0 6768 SHARON S RISING CNM MSN FOUNDER 10.00 X 60000 0 0 CARMEN STRICKLAND MD MPH CHAIRPERSON 12.50 X X 0 0 0 AMY FINE MPH VICE CHAIR 1.00 X X 0 0 0 ANDREA DARBY-STEWART MD SECRETARY 1.00 X X 0 0 0 ASHLEY LANFER TREASURER 2.50 X X 0 0 0 MARGARET LARKINS-PETTIGREW MD DIRECTOR 1.00 X 0 0 0 EVA N BOYCE DIRECTOR 1.00 X 0 0 0 SANDRA GIBSON HASSINK DIRECTOR (TO 12/20) 1.00 X 0 0 0 RAM JAGANNATH DIRECTOR 1.00 X 0 0 0 933967 0 132530 6 0 1 0 EHR EVOLUTION INC 6500 BRIARCROFT STREET CLIFTON VA 20124 WEBSITE MAINTENANCE 171543 HEALTH MANAGEMENT ASSOCIATES 31 ST JAMES AVENUE AUITE 920 BOSTON MA 02116 HEALTH POLICY CONSULTING 111800 CANDID LITHO PRINTING LTD 210 ROUTE 109 FARMINGDALE NY 11735 LITERATURE PRODUCTION/SHIPPING 102947 3 674940 14472404 15147344 MEMBERSHIP & SITE LICENSE 541900 204751 204751 WORKSHOP REVENUE 541900 145283 145283 CONSULTING REVENUE 541900 72193 72193 422227 42467 42467 318719 116944 201775 201775 25482 25482 25482 15839295 624002 0 67949 246253 246253 278371 113667 164704 3163435 2615874 313794 233767 152171 119536 16038 16597 294690 225300 37760 31630 220030 162634 29767 27629 1211 1211 48900 48900 358869 87247 267652 3970 18064 18064 5944 438 5506 163977 122177 22256 19544 104572 76269 15428 12875 51433 38719 6595 6119 135290 99999 18303 16988 11577 8557 1566 1454 HIRING EXPENSE 85967 63542 11630 10795 STAFF DEVELOPMENT 57323 42370 7755 7198 OTHER EXPENSES 43225 17437 23887 1901 WORKSHOP EXPENSES 38522 38522 47478 25767 21711 5527302 4008705 963426 555171 10954 3345042 569424 5747030 365000 3900000 199977 27080 278649 255256 22248 20422 941657 724847 219095 216810 3005 0 11970 11970 1680322 13523610 252115 269399 332120 1846131 584235 2115530 X 556977 7346384 539110 4061696 1096087 11408080 1680322 13523610 10311993 0 X 0 1 X 1 0 X 576856 2408322 2378328 2146036 15147344 22656886 3093834 2524823 2496316 2021043 740946 10876962 3670690 4933145 4874644 4167079 15888290 33533848 2000000 2000000 1450000 10141599 15591599 0 2000000 2000000 1450000 10141599 15591599 17942249 5708 7918 14533 11836 42467 82462 5708 7918 14533 11836 42467 82462 16564 63933 25482 105979 3676398 4941063 4905741 4242848 15956239 33722289 0.53210 0.73500 0.00240 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2230 2230 0 46885 46885 0 892542 675732 216810 216810 X 15839295 0 15839295 0 15839295 5527302 0 5527302 0 5527302 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 ATRIUM HEALTH FOUNDATION 208 EAST BOULEVARD CHARLOTTE NC 28203 566060481 501(C)(3) 5260 TELEHEALTH SUPPORT BWMC FOUNDATION INC 300 HOSPITAL DRIVE GLEN BURNIE MD 21016 521813656 501(C)(3) 14205 TELEHEALTH SUPPORT COMMUNITY HEALTHNET INC 1021 WEST 5TH AVENUE GARY IN 46402 352048141 501(C)(3) 5750 TELEHEALTH SUPPORT DURHAM COUNTY DEPT OF PUBLIC HEALTH 414 EAST MAIN STREET DURAM NC 27701 566000297 DPH 5384 TELEHEALTH SUPPORT NEW YORK CITY HEALTH & HOSPITALS 160 WATER STREET NEW YORK NY 10038 132655001 501(C)(3) 6600 TELEHEALTH SUPPORT NEW YORK AND PRESBYTERIAN HOSPITAL 627 W 165TH STREET NEW YORK NY 10032 133957095 501(C)(3) 10320 TELEHEALTH SUPPORT NYC HEALTH & HOSPITALS QUEENS HOSPITAL CTR 82-68 164TH STREET JAMAICA NY 11432 132655001 501(C)(3) 5250 TELEHEALTH SUPPORT RAVENSWOOD FAMILY HEALTH NETWORK 1885 BAY ROAD EAST PALO ALTO CA 94303 943372130 501(C)(3) 6000 TELEHEALTH SUPPORT UNITY HEALTH CARE INC 1100 NEW JERSEY AVENUE SE WASHINGTON DC 20003 521572431 501(C)(3) 14659 TELEHEALTH SUPPORT 9 X X X 0 0 0 0 0 0 0 0 0 ANGIE TRUESDALE CHIEF EXECUTIVE OFFICER 197660 0 0 0 0 0 4239 0 21004 0 222903 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 I, LINE 22 THE 2020 INCREASE IN NET ASSETS TOTALS $10,300,000 AND INCLUDES DONOR RESTRICTED GIFTS OF $3,900,000, A ONE-TIME UNBUDGETED GIFT OF $3,300,000 AND AN OPERATING SURPLUS OF $3,500,000. THE BOARD DESIGNATED $3,300,000 FOR FUTURE & MISSION CRITICAL INITIATIVES. 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.