2021-11-14T13:45:57-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2020-07-01 560621073 CARE RING INC CARE 7043750172 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 MARK MARKIEWICZ BOARD CHAIR 7049439515 2021-11-05 1 MARK MARKIEWICZ 999009999 JOHN NORMAN P01506766 7049985200 2021-11-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK MARKIEWICZ 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 4474784 0 X WWW.CARERINGNC.ORG X 1955 NC TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 16 16 68 1600 0 0 4118952 3665382 302700 222197 18972 2005 -28028 576612 4412596 4466196 0 0 0 0 3198183 3570101 0 0 400569 767707 921576 3965890 4491677 446706 -25481 3474606 3186503 1077472 730227 2397134 2456276 X TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 0 0 1070921 144347 THE CLINIC OFFERS PRIMARY CARE AND REDUCED-COST LABORATORY SERVICES TO THE UNINSURED AND UNDERINSURED IN THE COMMUNITY. THE CLINIC PROVIDES HIGH-QUALITY PREVENTATIVE CARE AND HAS A SPECIAL FOCUS ON PROVIDING CHRONIC DISEASE MANAGEMENT THAT IMPROVES PATIENT MEDICATION COMPLIANCE AND ELIMINATES UNNECESSARY UTILIZATION OF THE EMERGENCY ROOM. TRACKING OF CLINICAL INDICATORS FOR DIABETES, HYPERTENSION AND HYPERLIPIDEMIA PATIENTS SHOWS THAT BETWEEN THEIR FIRST AND LAST VISIT TO THE CLINIC, APPROXIMATELY 78% OF CHRONIC DISEASE PATIENTS DEMONSTRATE AT LEAST A 10% IMPROVEMENT IN ONE OR MORE CLINICAL INDICATORS (E.G., DIASTOLIC BLOOD PRESSURE, HEMOGLOBIN A1C AND/OR TOTAL CHOLESTEROL). THE ORGANIZATION'S LOW-COST CLINIC PROVIDED CARE TO 1,492 AND 1,734 PATIENTS FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, RESPECTIVELY. 766398 77850 THE ORGANIZATION'S PHYSICIANS REACH OUT PROGRAM (PRO) PROVIDES ACCESS TO COMPREHENSIVE HEALTH CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LABS, DIAGNOSTIC TESTS AND HOSPITALIZATION. FOR EVERY DOLLAR INVESTED IN PRO, THE ORGANIZATION LEVERAGES $64 IN DONATED CARE PROVIDED BY APPROXIMATELY 1,600 VOLUNTEER PHYSICIANS, DENTISTS, AND ALLIED HEALTH PROFESSIONALS. FOR THE YEAR ENDED JUNE 30, 2021, PRO PROVIDED APPROXIMATELY $51.3 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 6,243 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2020, PRO PROVIDED APPROXIMATELY $51.1 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 6,021 PATIENTS ENROLLED IN THE PROGRAM. 1509165 THE ORGANIZATION'S NURSE-FAMILY PARTNERSHIP (NFP) PROGRAM IS AN EVIDENCE-BASED, INTENSIVE NURSE HOME-VISITATION PROGRAM FOR FIRST-TIME, LOW-INCOME MOTHERS IN MECKLENBURG COUNTY. VALIDATED BY OVER THIRTY YEARS OF RESEARCH, INCLUDING MULTIPLE RANDOMIZED-CONTROLLED TRIALS, NFP IS A PROVEN MODEL THAT BREAKS THE CYCLE OF POVERTY BY IMPROVING PREGNANCY OUTCOMES FOR MOTHER AND CHILD, IMPROVING CHILD HEALTH AND DEVELOPMENT, AND IMPROVING THE ECONOMIC SELF-SUFFICIENCY OF THE FAMILY. FROM THE PROGRAM'S INCEPTION IN DECEMBER 2008 THROUGH THE END OF FISCAL YEAR 2020, NFP HAS SERVED 1,478 FIRST-TIME MOMS AND 1,072 INFANTS WITH INTENSIVE HOME VISITATION SERVICES. 444521 CASE MANAGEMENT: CENTRAL TO THE ORGANIZATION'S SUCCESS IS OUR HOLISTIC APPROACH. THIS INCLUDES A FOCUS ON SOCIAL DETERMINANTS OF HEALTH, WHICH ARE THE HUMAN AND SOCIAL FACTORS (FOOD AND HOUSING INSECURITY, LANGUAGE BARRIERS, ETC.) THAT ARE TYPICALLY OUTSIDE THE SCOPE OF CARE FOR MOST CLINICAL PROVIDERS. THE ORGANIZATION HAS AN SIX-PERSON CASE MANAGEMENT TEAM, INCLUDING THREE NURSES AND THREE BILINGUAL SOCIAL WORKERS. PATIENTS WITH COMPLEX NEEDS ARE OFFERED PERSONALIZED CASE MANAGEMENT INTERVENTIONS. THIS MAY INCLUDE MEDICATION MANAGEMENT AND DISEASE-SPECIFIC COUNSELING BY OUR NURSE CASE MANAGERS. THE SOCIAL WORK CASE MANAGERS WORK TO DIRECTLY CONNECT PATIENTS WITH UNMET ECONOMIC, SOCIAL, AND EMOTIONAL NEEDS TO COMMUNITY ORGANIZATIONS THAT CAN PROVIDE ASSISTANCE AND RELIEF. THROUGH CASE MANAGEMENT THE ORGANIZATION IS PROVIDING OVER 2,000 PATIENTS A YEAR WITH WRAP-AROUND SUPPORT TO ADDRESS THOSE FACTORS THAT OFTEN MAKE ACHIEVING LONG-TERM HEALTH AND WELLNESS VERY DIFFICULT FOR OUR NEIGHBORS LIVING IN POVERTY. 444521 3791005 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CFSC SHARED SERVICES 7049439631 601 E 5TH STREET STE 450 CHARLOTTE NC 28202 DREW BRADSHAW BOARD MEMBER 1.00 X 0 0 0 DEAN F CIKINS AT LARGE REPRESENTATIVE 1.00 X 0 0 0 SCOTT DAVIS TREASURER 2.00 X X 0 0 0 WILLIAM W HADLEY BOARD MEMBER 1.00 X 0 0 0 HEIDI HENDERSON BOARD MEMBER 1.00 X 0 0 0 BRISA HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 MORGAN HINTON BOARD MEMBER 1.00 X 0 0 0 COLLEEN HOLE BOARD MEMBER 1.00 X 0 0 0 ZACHARY S LANDRY BOARD MEMBER 1.00 X 0 0 0 MARK A MARKIEWICZ CHAIR 2.00 X X 0 0 0 TAMA MORRIS BOARD MEMBER 2.00 X 0 0 0 PHILLIP A POLEY VICE CHAIR 2.00 X X 0 0 0 ROBERT P RASPA BOARD MEMBER 1.00 X 0 0 0 DR JOHN SCHERR BOARD MEMBER 1.00 X 0 0 0 MICHAEL A TOMSIC BOARD MEMBER 1.00 X 0 0 0 CHASTY UNDERWOOD BOARD MEMBER 1.00 X 0 0 0 DON JONAS EXECUTIVE DIRECTOR (PAST) 40.00 X 107061 0 20844 TCHERNAVIA MONTGOMERY EXECUTIVE DIRECTOR (CURRENT) 40.00 X 0 0 0 CAROLYN MULLINS CHIEF OPERATIONS OFFICER 40.00 X 113506 0 6276 220567 0 27120 2 0 0 0 0 492236 33789 1973864 1165493 3665382 PROGRAM SERVICE FEES 900099 222197 222197 222197 2005 2005 0 33789 8588 -8588 -8588 EXTINGUISHMENT OF DEBT 900099 581400 581400 MISCELLANEOUS 900099 3800 3800 585200 4466196 222197 0 578617 202260 129647 10417 62196 2624547 2351471 79812 193264 70836 61639 2254 6943 453213 395439 13099 44675 219245 192973 6728 19544 314894 143188 134698 37008 94119 71598 15994 6527 3338 540 2798 60128 53512 2024 4592 137926 124819 1625 11482 7241 7206 35 96611 91125 2756 2730 26935 14658 11277 1000 30873 28671 210 1992 SUPPLIES EXPENSE 78792 69072 8676 1044 PROGRAM ASSISTANCE 40084 40084 EQUIPMENT RENTAL 18917 13727 462 4728 OTHER 11718 2176 9531 11 4491677 3791005 300103 400569 1405523 1416505 190845 190864 890934 555913 253549 248337 49407 50638 317853 236946 95095 80907 284535 369156 304718 274183 3474606 3186503 96072 148827 981400 581400 1077472 730227 X 826728 928822 1570406 1527454 2397134 2456276 3474606 3186503 X -25481 84622 1 X X 0 1 X 1 0 X 2696102 3265405 3009022 4118952 3665382 16754863 2696102 3265405 3009022 4118952 3665382 16754863 493923 16260940 1049 1889 3968 18972 5753 31631 581452 581452 17367946 1520970 0.93630 0.93550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284535 87162 2541 369156 287651 -818 2298 284535 304857 12009 26786 2429 287651 283067 24168 2377 304857 265904 33752 15201 1388 283067 1.00000 1 0 213499 154543 58956 104354 82403 21951 80907 COMMUNITY FOUNDATION ACCOUNT 369156 F 369156 DEFERRED LEASE COSTS 268000 OTHER RECEIVABLES 6183 274183 X 56013241 84622 51462423 51547045 4466196 0 4466196 55954099 51462423 51462423 4491676 1 1 4491677 PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION IS A NORTH CAROLINA NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ADDITIONALLY, MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL. STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAXES. U.S. GAAP REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT OR EXPENSE FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAT NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021 OR 2020. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. ANNUAL LUNCHEON 33789 33789 8588 1 33789 33789 8588 8588 -8588 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, THE VICE CHAIRMAN, THE SECRETARY, THE TREASURER, THE IMMEDIATE PAST CHAIRMAN AND OTHER SUCH MEMBERS OF THE BOARD OF DIRECTORS AS MAY BE APPOINTED BY THE CHAIRMAN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE INTERNAL COMMITTEE PRIOR TO BEING FILED WITH THE IRS. THE BOARD OF DIRECTORS WILL ALSO RECEIVE A COPY OF THE 990 PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EFFECTIVELY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THAT IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CARE RING EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, THE VICE CHAIR, TREASURER, SECRETARY, THE EXECUTIVE COMMITTEE CHAIR, AND THE HUMAN RESOURCES DIRECTOR (NON-VOTING). THE COMMITTEE FIRST MEETS TO CONFIRM THE GOALS AND CONSIDER COMPENSATION. THE COMMITTEE USES THREE SALARY SURVEY SOURCES (CFSC PEER ANALYSIS, NON-PROFIT TIMES, AND EMPLOYER'S ASSOCIATION) TO BENCHMARK COMPENSATION FOR THE POSITION. IN ADDITION TO THE SALARY SURVEY DATA, THE COMMITTEE CONSULTS THE ANNUAL BUDGET PREPARED BY THE TREASURER AND THE CONTROLLER. THE ANNUAL BUDGET CONTAINS A DETAILED SCHEDULE OF COMPENSATION FOR EMPLOYEES AND THE EXECUTIVE DIRECTOR. ONCE THE COMMITTEE REACHES A CONSENSUS REGARDING PERFORMANCE, IT DISCUSSES COMPENSATION RELATIVE TO THE ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS FOR REVIEW AND APPROVAL DURING AN EXECUTIVE SESSION AT THE BOARD MEETING. THE EXECUTIVE DIRECTOR IS NOT PRESENT FOR THE SESSION. FOLLOWING THE EXECUTIVE SESSION, THE BOARD CHAIR INFORMS THE EXECUTIVE DIRECTOR OF THE BOARD'S COMPENSATION DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.