2020-03-17T14:12:57-05:00 2019-06-30 592445709 MYERS BRETTHOLTZ & COMPANY PA 12671 WHITEHALL DR FORT MYERS FL 339073626 990 2018-07-01 650922489 THE MCGREGOR CLINIC INC MCGR 2393349555 3487 BROADWAY AVENUE FORT MYERS FL 33901 SHARON MURPHY CEO 2393349555 2020-02-12 true STEVEN M BRETTHOLTZ CPA P00284985 2399395775 2020-03-17 67.129.9.146 2020-03-17 14:12:57 CD P 5982A7AFAC5FE1827FEB3AFFCAA57849987DD82B 5982A7AFAC5FE1827FEB3AFFCAA57849987DD82B 2018 2020-09-23 17:36:50Z WILLIAM SNIDER 11978287 false X WWW.MCGREGORCLINIC.ORG X 1998 FL TO PROVIDE AN INTEGRATED AND HOLISTIC APPROACH TO HIV/AIDS CLIENTS IN THE SERVICE AREA AND COMMUNITY CARE FOCUSING UPON CHRONIC, PRIMARY AND PALLIATIVE CARE, AND WILL INCLUDE MEDICALLY NEEDY AND UNDERSERVED CLIENTS. 8 8 62 10 0 559365 705519 10790470 11270229 860 -1410 2456 1499 11353151 11975837 0 0 3006370 3152167 0 30586 7911472 8851333 10917842 12003500 435309 -27663 5920746 5941296 1037844 1086057 4882902 4855239 X TO PROVIDE AN INTEGRATED AND HOLISTIC APPROACH TO HIV/AIDS CLIENTS IN THE SERVICE AREA AND COMMUNITY CARE FOCUSING UPON CHRONIC, PRIMARY AND PALLIATIVE CARE, AND WILL INCLUDE MEDICALLY NEEDY AND UNDERSERVED CLIENTS. false false 10959123 11270229 PROGRAM SERVICES INCLUDE MEDICAL, CASE MANAGEMENT, AND PREVENTION/OUTREACH TO INDIVIDUALS LIVING WITH HIV. MEDICAL SERVICES INCLUDE PRIMARY CARE AND HIV TREATMENT FOR PEOPLE LIVING WITH HIV. CARE AND TREATMENT CONSISTS OF MEDICATION MANAGEMENT, CHRONIC DISEASE MANAGEMENT, ANNUAL SCREENINGS, IMMUNIZATIONS, LAB SERVICES AND EDUCATION. CASE MANAGEMENT SERVICES CONSIST OF ASSESSMENT, PLANNING, FACILITATION, CARE COORDINATION, EVALUATION AND ADVOCACY FOR OPTIONS AND SERVICES TO MEET A PATIENT'S NEEDS. THE ORGANIZATION PROVIDES CASE MANAGEMENT SERVICES UNDER THE RYAN WHITE PART B AND PART C GRANTS IN ORDER TO FILL THE GAPS IN CARE FACED BY THOSE WITH LOW INCOMES AND LITTLE OR NO INSURANCE. PREVENTION AND OUTREACH SERVICES ARE FOCUSED ON PREVENTIVE CARE AND EDUCATION CLASSES AS WELL AS PARTICIPATION IN HEALTH FAIRS, COMMUNITY CELEBRATIONS, AWARENESS EVENTS, AND NATIONAL OBSERVANCES AS A RESOURCE FOR THOSE NEEDING INFORMATION ON HIV AND AVAILABLE RESOURCES. 10959123 true true false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 23 0 62 true false false false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false X X SUSAN GERALD 2393349555 3487 BROADWAY AVENUE FORT MYERS FL 33901 JOSEPH HALL DIRECTOR 1.00 X 0 0 0 WILLIAM SNIDER CHIEF GOVERN 1.00 X X 0 0 0 DR LEWIS ROBINSON DIRECTOR 1.00 X 0 0 0 NANCY SPRINGSTEAD DIRECTOR 1.00 X 0 0 0 BRIAN WEIHL SECRETARY 1.00 X X 0 0 0 THERESE CINOTTO DIRECTOR 1.00 X 0 0 0 STEPHANIE ROBERTS DIRECTOR 1.00 X 0 0 0 DR CHARLES DARAMOLA DIRECTOR 1.00 X 0 0 0 SHARON MURPHY CEO 40.00 X 128183 0 13695 SUSAN GERALD CFO 40.00 X 104150 0 11832 DEREK DEWITT DO PHYSICIAN 40.00 X 193235 0 17100 425568 42627 3 false true false HEALTHSTAT CURANT 7209 BRYAN DAIRY ROAD LARGO FL 33777 MGMT & DISPENSE 2403593 WALGREENS CO 104 WILMOT ROAD MS 1446 784336 DEERFIELD IL 60015 MGMT & DISPENSE 784336 2 651277 54242 705519 340B PHARMACY PROGRAM 11002643 11002643 PROGRAM SERVICE FEES 267586 267586 11270229 1040 1040 2450 -2450 -2450 -2450 OTHER 1499 1499 1499 11975837 11269278 1040 240534 26331 214203 2306324 1940241 356861 9222 417631 348239 59640 9752 187678 139289 44346 4043 1953 1953 11487 11487 166507 123154 40930 2423 7224 6324 900 204371 150236 53770 365 141845 132776 9069 62943 44858 17815 270 33412 24314 9098 176140 145383 30757 44590 16467 27697 426 340B PHARMACY PROGRAM 7301798 7300973 825 SPECIFIC ASSISTANCE 428627 428627 CLINICAL SUPPLIES 71638 71638 OTHER 56950 28762 27614 574 141848 37835 101402 2611 12003500 10959123 1013791 30586 X 2035938 2061280 988284 999063 846370 887084 3384 2567 94601 97809 2725576 849102 1929947 1876474 22222 17019 5920746 5941296 302001 365903 673643 641489 62200 78665 1037844 1086057 X 4868796 4843642 14106 11597 4882902 4855239 5920746 5941296 X -27663 X false true X true false X 1056786 943581 751085 559365 705519 4016336 1056786 943581 751085 559365 705519 4016336 4016336 295 847 971 984 1040 4137 4020473 22064654 0.99900 0.99920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67954 67954 1848642 435557 1413085 639083 397440 241643 143923 16105 127818 1850500 ACCRUED COMPENSATED ABSENCES 78665 78665 12008470 30183 30183 11978287 -2450 -2450 11975837 12036133 30183 2450 32633 12003500 12003500 SCHEDULE D, PAGE 4, PART XI, LINE 4B LOSS ON DISPOSAL OF ASSET -2,450 SCHEDULE D, PAGE 4, PART XII, LINE 2D LOSS ON DISPOSAL OF ASSET 2,450 X X false false false false false false false false false DEREK DEWITT DO PHYSICIAN 193235 17100 210335 FORM 990, PAGE 2, PART III, LINE 4A PROGRAM SERVICES INCLUDE MEDICAL, CASE MANAGEMENT, AND PREVENTION/OUTREACH TO INDIVIDUALS LIVING WITH HIV. MEDICAL SERVICES INCLUDE PRIMARY CARE AND HIV TREATMENT FOR PEOPLE LIVING WITH HIV. CARE AND TREATMENT CONSISTS OF MEDICATION MANAGEMENT, CHRONIC DISEASE MANAGEMENT, ANNUAL SCREENINGS, IMMUNIZATIONS, LAB SERVICES AND EDUCATION. CASE MANAGEMENT SERVICES CONSIST OF ASSESSMENT, PLANNING, FACILITATION, CARE COORDINATION, EVALUATION AND ADVOCACY FOR OPTIONS AND SERVICES TO MEET A PATIENT'S NEEDS. THE ORGANIZATION PROVIDES CASE MANAGEMENT SERVICES UNDER THE RYAN WHITE PART B AND PART C GRANTS IN ORDER TO FILL THE GAPS IN CARE FACED BY THOSE WITH LOW INCOMES AND LITTLE OR NO INSURANCE. PREVENTION AND OUTREACH SERVICES ARE FOCUSED ON PREVENTIVE CARE AND EDUCATION CLASSES AS WELL AS PARTICIPATION IN HEALTH FAIRS, COMMUNITY CELEBRATIONS, AWARENESS EVENTS, AND NATIONAL OBSERVANCES AS A RESOURCE FOR THOSE NEEDING INFORMATION ON HIV AND AVAILABLE RESOURCES. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWS A DRAFT OF THE TAX RETURN FOR ACCURACY AND COMPLETENESS PRIOR TO SIGNING AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY FOR EMPLOYEES IS OUTLINED IN THE EMPLOYEE HANDBOOK. ANNUALLY, NOARD MEMBERS ARE ASKED TO UPDATE THEIR CONTACT INFORMATION AND DISCLOSE CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE HR MANAGER WILL COMPLETE A SALARY ANALYSIS AT LEAST BI-ANNUALLY FOR CEO, CFO, AND OTHER KEY EMPLOYEES AND PRESENT THE RECOMMENDATIONS TO TOP MANAGEMENT PERSONNEL AND TO THE BOARD FOR CEO COMPENSATION REVIEW. THE BOARD COMPLETES AN ANNUAL REVIEW OF THE CEO AND NOTIFIES THE HR MANAGER OF ANY SALARY CHANGES. FORM 990, PAGE 6, PART VI, LINE 15B THE HR MANAGER WILL COMPLETE A SALARY ANALYSIS AT LEAST BI-ANNUALLY FOR CEO, CFO, AND OTHER KEY EMPLOYEES AND PRESENT THE RECOMMENDATIONS TO TOP MANAGEMENT PERSONNEL AND TO THE BOARD FOR CEO COMPENSATION REVIEW. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST, THE CFO WILL PROVIDE THESE DOCUMENTS TO THE REQUESTING PARTY. FORM 990, PART X THE ORGANIZATION HAS ADOPTED THE PRINCIPLES OF FASB ASU NO. 2016-14 (ASC 958) FOR ITS AUDITED FINANCIAL STATEMENTS FOR THE PERIOD ENDED JUNE 30, 2019. TO DATE, FORM 990 AND ITS ASSOCIATED SCHEDULES HAVE NOT BEEN UPDATED TO REFLECT CHANGES MADE BY THIS STANDARD. THUS, WE HAVE INCLUDED THE NET ASSET CATEGORIES IN OUR AUDITED FINANCIAL STATEMENTS ON EXISTING FORM 990, PART X, LINES 27-29 AS FOLLOWS: NET ASSETS WITHOUT DONOR RESTRICTIONS 4,843,642 NET ASSETS WITH DONOR RESTRICTIONS 11,597 ---------- TOTAL NET ASSETS 4,855,239 UNRESTRICTED NET ASSETS 4,843,642 PERMANENTLY RESTRICTED NET ASSETS 11,597 ---------- TOTAL NET ASSETS 4,855,239 FORM 990, PART XI, LINE 9 LOSS ON DISPOSAL OF ASSET 2,450 LOSS ON DISPOSAL OF ASSET -2,450