LEGACY COMMUNITY HEALTH SERVICES INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY COMMUNITY HEALTH SERVICES INC (EIN 76-0009637)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-13
- IRS object ID
- 202021049349300862
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-13T12:15:11-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 658062523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760009637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY COMMUNITY HEALTH SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BEN GLISAN | InCareOfNm |
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 7138303000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66308 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772666308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN GLISAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Krystal K Creach | PreparerPersonNm |
| PTIN | P01248198 | PTIN |
| Phone | 4178658701 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43032920201045000060 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 74C51B083D6172D3D43AC87F1A33B4712A418457 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3432A87FBFF9491E59BD7298F2E512B0D9B3700 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHERINE CALDWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66308 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772666308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $189,523,882 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYCOMMUNITYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | WE EMPOWER CLIENTS TO LEAD BETTER LIVES BY PROVIDING PREMIUM, COMPASSIONATE PRIMARY HEALTHCARE TO A DIVERSE COMMUNITY WHO HAVE TRADITIONALLY FACED PROBLEMS ACCESSING QUALITY CARE | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1327 | TotalEmployeeCnt |
| Total Volunteers | 225 | TotalVolunteersCnt |
| Total Gross UBI | $1,123,210 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $389,708 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,684,914 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,694,079 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $126,252,700 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $167,701,146 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$94,162 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$77,076 | PYOtherRevenueAmt |
| CY Other Revenue | -$57,610 | CYOtherRevenueAmt |
| PY Total Revenue | $147,860,538 | PYTotalRevenueAmt |
| CY Total Revenue | $189,243,453 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,001,383 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,929,179 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $82,630,774 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $97,644,361 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,716,514 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,653,004 | PYOtherExpensesAmt |
| CY Other Expenses | $86,105,699 | CYOtherExpensesAmt |
| PY Total Expenses | $144,285,161 | PYTotalExpensesAmt |
| CY Total Expenses | $187,679,239 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,575,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,564,214 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,800,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,500,429 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,774,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,873,560 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,026,126 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,626,869 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF LEGACY COMMUNITY HEALTH SERVICES IS, "DRIVING HEALTHY CHANGE IN OUR COMMUNITIES." OUR VISION IS, "CONNECTING OUR COMMUNITIES TO HEALTH EVERY DAY, IN EVERY WAY." | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $139,273,406 | ExpenseAmt |
| Grant | $833,037 | GrantAmt |
| Revenue | $159,471,012 | RevenueAmt |
| Desc | CLINICAL SERVICES - 190,032 PEOPLE SERVED LEGACY OFFERS AN AFFORDABLE MENU OF SERVICES FOR PRIMARY HEALTHCARE FOR ALL MEN, WOMEN, TRANSGENDERS, AND CHILDREN REGARDLESS OF YOUR FINANCIAL SITUATION. WE UNDERSTAND HOW IMPORTANT IT IS TO FEEL COMFORTABLE WITH YOUR DOCTOR - THAT'S WHY OUR STAFF IS OPEN-MINDED, WARM AND NON-JUDGMENTAL. WE'RE HERE TO RESPECT YOU AND MEET YOUR NEEDS. SEE SCHEDULE O FOR MORE INFORMATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,308,092 | ExpenseAmt |
| Grant | $3,096,142 | GrantAmt |
| Revenue | $5,127,696 | RevenueAmt |
| Desc | FINANCIAL ASSISTANCE - 2,186 PEOPLE SERVED WITH 14,034 VISITS/TRANSACTIONS THIS PROGRAM PROVIDES FINANCIAL ASSISTANCE FOR HIV MEDICATIONS FOR THOSE AWAITING APPROVAL FOR THE TEXAS HIV MEDICATION PROGRAM OF THE AIDS DRUG ASSISTANCE PROGRAM, AS WELL AS ANCILLARY MEDICATIONS NOT COVERED BY THESE STATE PROGRAMS. THE PROGRAM ALSO PROVIDES FINANCIAL ASSISTANCE FOR THE PAYMENT OF HEALTH INSURANCE PREMIUMS, CO-PAYS/CO-INSURANCE, AND DEDUCTIBLES TO QUALIFIED INDIVIDUALS LIVING WITH HIV. CONTINUED IN SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,391,986 | ExpenseAmt |
| Revenue | $1,614,186 | RevenueAmt |
| Desc | EDUCATION AND PREVENTION - 13,369 PEOPLE SERVED A LARGE PART OF BEING HEALTHY IS BEING INFORMED. AS A PATIENT AT LEGACY, WE WILL HELP YOU MAKE INFORMED DECISIONS WITH OUR HEALTH PROMOTION AND EDUCATION PROGRAMS. SEE SCHEDULE O FOR MORE INFORMATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $326,277 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $365,042 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $149,299,761 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1327 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN GLISAN | PersonNm |
| Phone | 7138303000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66308 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772666308 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BERYL BASHAM | |||||||||
| SEC END 12/18; MEMBER END 4/19 | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TONY BRAVO | |||||||||
| MEMBER END 12/18 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE BURCH | |||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ABIGAIL CAUDLE | |||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR CORDOVA | |||||||||
| MEMBER END 12/18 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD DAVIDSON | |||||||||
| MBR;AT LRG;EXEC COMM BEG 1/19 | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMANDA GOODIE | |||||||||
| CHAIRPERSON | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY HAMMETT | |||||||||
| MEMBER BEG 12/18 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHNSON OLATUNJI | |||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GLENNA PIERPONT | |||||||||
| AT LRG/EXEC COMM END 12/18;MBR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NAVEEN PINGLAY | |||||||||
| TREASURER | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARISSA TALER | |||||||||
| MEMBER/SECRETARY BEG 4/19 | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEVIN VASQUEZ | |||||||||
| MEMBER BEG 12/18 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN HLAVINKA | |||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARIANA CHEVEZ MACGREGOR | |||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BETHSHEBA JOHNSON | |||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALEX JESSETT | |||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RYAN MARTIN | |||||||||
| MEMBER BEG 12/18 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BETH BRUCE | |||||||||
| PAST CHAIR END 12/18 | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE CALDWELL | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | 0.0 | Yes (X) | $662,076 | $0 | $16,484 | |||
| BEN GLISAN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $491,429 | $0 | $22,689 | |||
| ANN BARNES | |||||||||
| CHIEF MEDICAL OFFICER | 40.0 | 0.0 | $470,792 | $0 | $31,773 | Yes (X) | |||
| DONA BOYDSTUN | |||||||||
| CHEIF DEVELOPMENT OFFICER | 40.0 | 0.0 | $482,090 | $0 | $15,368 | Yes (X) | |||
| MICHAEL KOPPER | |||||||||
| CHIEF STRATEGY OFFICER | 40.0 | 0.0 | $438,910 | $0 | $23,195 | Yes (X) | |||
| JEANETTE VALDIVIESO | |||||||||
| CHIEF OPERATING OFFICER | 40.0 | 0.0 | $424,550 | $0 | $33,373 | Yes (X) | |||
| SOPHIA BURNS | |||||||||
| PHYSICIAN - OB/GYN | 40.0 | 0.0 | $304,900 | $0 | $2,348 | Yes (X) | |||
| CHAD LEMAIRE | |||||||||
| MEDICAL DIRECTOR - BH | 40.0 | 0.0 | $348,014 | $0 | $33,205 | Yes (X) | |||
| WENDI MONTHY | |||||||||
| CLINICAL SITE DIRECTOR -OB/GYN | 40.0 | 0.0 | $331,218 | $0 | $8,162 | Yes (X) | |||
| VIAN NGUYEN | |||||||||
| MEDICAL DIRECTOR - OB/GYN | 40.0 | 0.0 | $401,647 | $0 | $8,417 | Yes (X) | |||
| VANDANA SHRIKANTH | |||||||||
| PHYSICAN- FAMILY PRACTICE | 40.0 | 0.0 | $308,331 | $0 | $21,143 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,663,957 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $216,157 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 184 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRI | |||||
| 1818 MEMORIAL DRIVE STE 200 | HOUSTON | TX | 77077 | STAFFING SERVICE | $428,055 |
| POOR ELEPHANTS INC | |||||
| 917 ASHLAND CT | MANSFIELD | TX | 76063 | QUALITY REVIEW | $380,025 |
| BAKER HOSETLER LLP | |||||
| PO BOX 70189 | CLEVELAND | TX | 441900189 | LEGAL FEES | $330,886 |
| MEDIX STAFFING SOLUTIONS INC | |||||
| 7939 SOLUTION CENTER | CHICAGO | IL | 606777008 | STAFFING SERVICE | $288,050 |
| BKD LLP | |||||
| 910 E ST LOUIS ST STE 200 | SPRINGFIELD | MO | 658011190 | AUDIT/TAX/CONSULTING | $207,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $224,219 | FederatedCampaignsAmt |
| Fundraising | $447,186 | FundraisingAmt |
| Government Grants | $14,247,381 | GovernmentGrantsAmt |
| All Other Contributions | $6,775,293 | AllOtherContributionsAmt |
| Noncash Contributions | $81,092 | NoncashContributionsAmt |
| Total Contributions | $21,694,079 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 624100 | $165,665,935 | $165,665,935 | |
| EHR INCENTIVE REVENUE | 624100 | $174,500 | $174,500 | |
| OTHER | 624100 | $1,325,701 | $202,491 | $1,123,210 |
| LEGACY ENDOWMENT MANAGEMENT FEE | 561000 | $251,052 | $251,052 | |
| METHODIST (LSJ) SUBSIDY REVENUE | 624100 | $283,958 | $283,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $167,701,146 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,000 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $64,087 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $158,249 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$94,162 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,162 | TotalRevenueColumnAmt |
| Exclusion | -$94,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,570 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $447,186 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $122,180 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,610 | TotalRevenueColumnAmt |
| Exclusion | -$59,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,243,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,577,936 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,123,210 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$153,772 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,037 | TotalAmt |
| Program Services | $833,037 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,096,142 | TotalAmt |
| Program Services | $3,096,142 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,112,729 | TotalAmt |
| Program Services | $2,489,135 | ProgramServicesAmt |
| Management And General | $580,184 | ManagementAndGeneralAmt |
| Fundraising | $43,410 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,022,411 | TotalAmt |
| Program Services | $62,751,041 | ProgramServicesAmt |
| Management And General | $14,165,378 | ManagementAndGeneralAmt |
| Fundraising | $1,105,992 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,859 | TotalAmt |
| Program Services | $950,897 | ProgramServicesAmt |
| Management And General | $387,560 | ManagementAndGeneralAmt |
| Fundraising | $12,402 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,452,170 | TotalAmt |
| Program Services | $6,653,578 | ProgramServicesAmt |
| Management And General | $2,711,817 | ManagementAndGeneralAmt |
| Fundraising | $86,775 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,706,192 | TotalAmt |
| Program Services | $4,155,279 | ProgramServicesAmt |
| Management And General | $1,479,565 | ManagementAndGeneralAmt |
| Fundraising | $71,348 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,139 | TotalAmt |
| Management And General | $709,139 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,055 | TotalAmt |
| Management And General | $303,055 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,719,612 | TotalAmt |
| Program Services | $8,118,776 | ProgramServicesAmt |
| Management And General | $2,567,620 | ManagementAndGeneralAmt |
| Fundraising | $33,216 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,907 | TotalAmt |
| Program Services | $11,900 | ProgramServicesAmt |
| Management And General | $1,395,376 | ManagementAndGeneralAmt |
| Fundraising | $58,631 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,956,862 | TotalAmt |
| Program Services | $1,734,606 | ProgramServicesAmt |
| Management And General | $4,026,293 | ManagementAndGeneralAmt |
| Fundraising | $195,963 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,492,524 | TotalAmt |
| Program Services | $30,654 | ProgramServicesAmt |
| Management And General | $3,460,646 | ManagementAndGeneralAmt |
| Fundraising | $1,224 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,542,292 | TotalAmt |
| Program Services | $3,370,267 | ProgramServicesAmt |
| Management And General | $2,151,072 | ManagementAndGeneralAmt |
| Fundraising | $20,953 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,690 | TotalAmt |
| Program Services | $218,057 | ProgramServicesAmt |
| Management And General | $253,048 | ManagementAndGeneralAmt |
| Fundraising | $21,585 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,668 | TotalAmt |
| Program Services | $50,988 | ProgramServicesAmt |
| Management And General | $654,023 | ManagementAndGeneralAmt |
| Fundraising | $3,657 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,611 | TotalAmt |
| Program Services | $707 | ProgramServicesAmt |
| Management And General | $145,903 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,545,615 | TotalAmt |
| Program Services | $2,498,657 | ProgramServicesAmt |
| Management And General | $1,012,927 | ManagementAndGeneralAmt |
| Fundraising | $34,031 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,564 | TotalAmt |
| Management And General | $12,564 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES & DRUGS | $49,726,973 | $49,726,973 | ||
| BAD DEBT | $2,508,636 | $2,508,636 | ||
| LICENSES, DUES, SUBSCRIPTIONS | $482,583 | $89,219 | $370,929 | $22,435 |
| RECRUITING | $243,024 | $8,401 | $234,623 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,944 | TotalAmt |
| Program Services | $2,811 | ProgramServicesAmt |
| Management And General | $41,242 | ManagementAndGeneralAmt |
| Fundraising | $4,891 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,679,239 | TotalAmt |
| Program Services | $149,299,761 | ProgramServicesAmt |
| Management And General | $36,662,964 | ManagementAndGeneralAmt |
| Fundraising | $1,716,514 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,465,790 | BOYAmt |
| EOY | $8,557,549 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,780,591 | BOYAmt |
| EOY | $3,861,805 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,912,208 | BOYAmt |
| EOY | $13,454,645 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719,503 | BOYAmt |
| EOY | $2,944,274 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,418 | BOYAmt |
| EOY | $679,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,485,937 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,606,928 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,818,636 | BOYAmt |
| EOY | $14,879,009 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,265 | BOYAmt |
| EOY | $1,192,578 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,137,560 | BOYAmt |
| EOY | $22,174,089 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,000 | BOYAmt |
| EOY | $1,975,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,167,643 | BOYAmt |
| EOY | $1,781,717 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,800,614 | BOYAmt |
| EOY | $71,500,429 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,487,999 | BOYAmt |
| EOY | $11,985,577 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,307 | BOYAmt |
| EOY | $766,272 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,878,138 | BOYAmt |
| EOY | $4,887,681 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,729 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,315 | BOYAmt |
| EOY | $1,234,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,774,488 | BOYAmt |
| EOY | $18,873,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,216,659 | BOYAmt |
| EOY | $29,426,994 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,809,467 | BOYAmt |
| EOY | $23,199,875 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,026,126 | BOYAmt |
| EOY | $52,626,869 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,800,614 | BOYAmt |
| EOY | $71,500,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,564,214 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $36,529 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,588,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,912,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,337,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,684,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,694,079 | CurrentTaxYearAmt |
| Total | $96,217,026 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,470,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,767,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,896,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,252,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,701,146 | CurrentTaxYearAmt |
| Total | $569,087,891 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,058,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,680,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,233,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,937,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,395,225 | CurrentTaxYearAmt |
| Total | $665,304,917 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $11,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,500 | CurrentTaxYearAmt |
| Total | $47,600 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $11,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,500 | CurrentTaxYearAmt |
| Total | $47,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $665,257,317 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $2,000 | CurrentTaxYearAmt |
| Total | $3,075 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $2,000 | CurrentTaxYearAmt |
| Total | $3,075 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,059,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,680,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,233,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,937,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,397,225 | CurrentTaxYearAmt |
| Total | $665,307,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99992 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00001 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $324,087 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $324,087 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $148,975,674 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $149,299,761 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $182,520 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,896 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,696 | CurrentYearMinus1Amt |
| Current Year | $324,087 | CurrentYearAmt |
| Total | $1,008,199 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A, LINE 1B | FormAndLineReferenceDesc |
| Explanation | OTHER LOBBYING EXPENSES: THE AMOUNT IN SCHEDULE C, PART II-1, LINE 1B INCLUDES THE SALARY AND BENEFITS FOR THE ORGANIZATION'S SENIOR DIRECTOR OF COMMUNICATIONS, PUBLIC POLICY MANAGER AND PUBLIC POLICY ASSOCIATION. THESE THREE INDIVIDUALS ARE EMPLOYED BY THE ORGANIZATION AND SERVE AS POLICY ADVOCATES FOR THE ORGANIZATION. THEY ARE NOT REGISTERED LOBBYISTS NOR DO THEY PERFORM LOBBYIST ACTIVITIES. THEY PERFORM VARIOUS TASKS, SPECIFICALLY WORKING WITH LEGISLATURES AND OTHERS TO ENSURE THE CONTINUED SUPPORT OF THE ORGANIZATION'S PROGRAMS. THE ORGANIZATION ALSO PAID ANNUAL DUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $623,570 | OtherCostOrOtherBasisAmt |
| Book Value | $623,570 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,075,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,650,995 | DepreciationAmt |
| Book Value | $6,424,791 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,641,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,955,933 | DepreciationAmt |
| Book Value | $7,685,348 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,300 | OtherCostOrOtherBasisAmt |
| Book Value | $145,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,879,009 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY INVESTMENT IN LCHE | Desc |
| Book Value | $22,174,089 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $22,174,089 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Liability | $1,192,578 |
| Due to LCHE | $41,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,234,030 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $186,694,709 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $97,429 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,008,295 | OtherRevenueAmt |
| Revenue Not Reported | -$910,866 | RevenueNotReportedAmt |
| Revenue Subtotal | $187,605,575 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,637,878 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,637,878 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $189,243,453 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $185,484,374 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $97,429 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $216,342 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $313,771 | ExpensesNotReportedAmt |
| Expenses Subtotal | $185,170,603 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,508,636 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,508,636 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $187,679,239 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAT XI, LINE 2D | OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT FORM 990, PART VIII, LINE 12: $(2,508,636) PROVISION FOR UNCOLLECTIBLE ACCOUNTS 1,500,341 NET ASSETS RELEASED FROM RESTRICTION ------------ $(1,008,295) |
| SCHEDULE D, PART IX, LINE 4B | AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $( 122,180) SPECIAL EVENTS EXPENSE ( 94,162) LOSS ON SALE OF ASSETS 1,854,200 TEMPORARILY RESTRICTED CONTRIBUTIONS ------------ $ 1,637,878 |
| SCHEDULE D, PART XII, LINE 2D | AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 122,180 SPECIAL EVENTS EXPENSE 94,162 LOSS ON SALE OF ASSETS ----------- $ 216,342 |
| SCHEDULE D, PART XII, LINE 4B | AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1: $ 2,508,636 PROVISION FOR UNCOLLECTIBLE ACCOUNTS |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COCKTAIL PARTY | Event1Nm |
| Gross Receipts Event1 | $401,553 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $366,833 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,720 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,022 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $34,720 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,212 | OtherDirectExpensesEvent1Amt |
| Event2 | MINT JULEP | Event2Nm |
| Gross Receipts Event2 | $76,223 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $69,132 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,091 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $7,091 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,592 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $31,980 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,221 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $20,759 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,675 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $20,759 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,109 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $509,756 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $447,186 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,570 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,697 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $62,570 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,913 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $122,180 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,610 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTROSE COUNSELING CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 BRANARD STREE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 742050245 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $833,037 | CashGrantAmt |
| Purpose Of Grant | HIV EMERGENCY RELIEF | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| RX DRUGS DISTRIBUTED TO RYAN WHITE GRANT PATIENTS | 2288 | $900,513 | FMV | PHARMACEUTICALS | |
| INS AND COPMTS FOR RYAN WHITE GRANT PATIENTS | 2186 | $2,195,629 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT MONITORING: RECIPIENTS OF PHARMACEUTICALS UNDER THE RYAN WHITE GRANT PROGRAM RECEIVE AID BASED ON PROGRAM GUIDELINES AS SET FORTH IN THE GRANT. TO BE ELIGIBLE, PATIENTS MUST BE DIAGNOSED WITH HIV/AIDS AND LIVE IN THE HOUSTON EMA (HARRIS, CHAMBERS, FORT BEND, LIBERTY, MONTGOMERY AND WALLER COUNTIES). PATIENT INCOME MUST BE 500% OF FEDERAL POVERTY GUIDELINE FOR HIV MEDICATIONS AND 200% OF FEDERAL POVERTY GUIDELINE FOR NON-HIV MEDICATIONS. IN ADDITION, PATIENTS MAY NOT BE PRESENTLY COVERED FOR HIV OR NON-HIV MEDICATIONS UNDER THE STATE ADAP PROGRAM, STATE PHARMACY PROGRAM, TEXAS MEDICAID PROGRAM, MEDICARE PART D OR ANY OTHER THIRD-PARTY PAYER. MEDICATIONS ARE FILLED BY PHARMACIES OR MAIL ORDER AND DISTRIBUTED TO PATIENTS; PATIENTS DO NOT RECEIVE CASH DIRECTLY. RECIPIENTS OF HEALTH INSURANCE AND COST SHARING ASSISTANCE UNDER THE RYAN WHITE GRANT PROGRAM RECEIVE AID BASED ON PROGRAM GUIDELINES AS SET FORTH IN THE GRANT. TO BE ELIGIBLE, PATIENTS MUST BE HIV-INFECTED, RESIDE IN THE HOUSTON EMA AND MEET RPWC APPROVED FINANCIAL ELIGIBILITY GUIDELINES. PAYMENTS ARE MADE DIRECTLY TO THE INSURANCE COMPANIES; PATIENTS DO NOT RECEIVE CASH DIRECTLY. THE ORGANIZATION BELIEVES STRICT RECIPIENT GUIDELINES ENSURE CORRECT USE OF RYAN WHITE GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|
| KATHERINE CALDWELL | ||||||||
| CHIEF EXECUTIVE OFFICER | $481,501 | $152,325 | $28,250 | $5,740 | $10,744 | $678,560 | $0 | $0 |
| BEN GLISAN | ||||||||
| CHIEF FINANCIAL OFFICER | $345,429 | $136,250 | $9,750 | $8,250 | $14,439 | $514,118 | $0 | $0 |
| ANN BARNES | ||||||||
| CHIEF MEDICAL OFFICER | $348,792 | $93,750 | $28,250 | $8,250 | $23,523 | $502,565 | $0 | $0 |
| DONA BOYDSTUN | ||||||||
| CHEIF DEVELOPMENT OFFICER | $329,840 | $142,500 | $9,750 | $5,728 | $9,640 | $497,458 | $0 | $0 |
| MICHAEL KOPPER | ||||||||
| CHIEF STRATEGY OFFICER | $342,910 | $86,250 | $9,750 | $5,741 | $17,454 | $462,105 | $0 | $0 |
| JEANETTE VALDIVIESO | ||||||||
| CHIEF OPERATING OFFICER | $332,250 | $82,550 | $9,750 | $8,250 | $25,123 | $457,923 | $0 | $0 |
| SOPHIA BURNS | ||||||||
| PHYSICIAN - OB/GYN | $299,275 | $5,625 | $0 | $1,755 | $593 | $307,248 | $0 | $0 |
| CHAD LEMAIRE | ||||||||
| MEDICAL DIRECTOR - BH | $273,785 | $68,672 | $5,557 | $8,250 | $24,955 | $381,219 | $0 | $0 |
| WENDI MONTHY | ||||||||
| CLINICAL SITE DIRECTOR -OB/GYN | $312,903 | $18,315 | $0 | $7,999 | $163 | $339,380 | $0 | $0 |
| VIAN NGUYEN | ||||||||
| MEDICAL DIRECTOR - OB/GYN | $339,228 | $62,419 | $0 | $8,250 | $167 | $410,064 | $0 | $0 |
| VANDANA SHRIKANTH | ||||||||
| PHYSICAN- FAMILY PRACTICE | $288,004 | $20,327 | $0 | $8,085 | $13,058 | $329,474 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | NON-FIXED PAYMENTS: BONUSES ARE DETERMINED BY THE MANAGEMENT TEAM AND THE BOARD OF DIRECTORS AND ARE NOT A GUARANTEED PORTION OF COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,138 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,554 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS: THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION: MISSION: DRIVING HEALTHY CHANGE IN OUR COMMUNITIES. VISION: CONNECTING OUR COMMUNITIES TO HEALTH EVERY DAY, IN EVERY WAY. VALUES: * HEALTH CARE AS A RIGHT, NOT A PRIVILEGE - WE BELIEVE THAT COMPREHENSIVE HEALTH CARE IS A HUMAN RIGHT. LEGACY'S SERVICES AND PROGRAMS ARE OPEN TO ALL WHO NEED US, REGARDLESS OF THE ABILITY TO PAY, WITHOUT JUDGEMENT OR EXCEPTION. * DEVOTION TO OUR COMMUNITIES - WE CONTINUE TO BUILD OUR LEGACY ON A SOLID FOUNDATION BY LEARNING FROM OUR COMMUNITIES, EMBRACING THE PEOPLE IN THEM, AND SERVING THEIR UNIQUE NEEDS. ESPECIALLY WHEN NO ONE ELSE WILL. * LEADING THE CHARGE - WE ADDRESS ISSUES OTHERS SHY AWAY FROM. NOT BECAUSE IT'S EASY OR POPULAR, BUT BECAUSE IT'S THE RIGHT THING TO DO. THE LEGACY TEAM POSSESSES UNWAVERING COURAGE AND SERVES AS A VISIONARY CATALYST FOR SUSTAINABLY HEALTH COMMUNITIES. * ACTIVE STEWARDSHIP OF RESOURCES - WE CAREFULLY MANAGE OUR AVAILABLE RESOURCES, IN ORDER TO DELIVER ON OUR PROMISE OF DRIVING HEALTHY CHANGE. WE REMAIN GROUNDED IN RESPONSIBLE DECISION MAKING FOR SUSTAINABLE OPERATIONS, PUTTING EVERY ASSET WHERE IT CAN DO THE MOST GOOD FOR THE COMMUNITY. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICES: HEALTH CARE FOR MEN: WE FOCUS ON PREVENTION AND EARLY DIAGNOSIS OF COMMON HEALTH ISSUES SUCH AS DIABETES AND HEART DISEASE. OUR SERVICES INCLUDE PHYSICAL EXAMS, PROSTATE AND TESTICULAR EXAMS, SCREENING AND TREATMENT FOR SEXUALLY TRANSMITTED DISEASES, AND BLOOD GLUCOSE AND CHOLESTEROL TESTING. HEALTH CARE FOR WOMEN: OUR HEALTH CARE PROFESSIONALS ARE SPECIALLY TRAINED TO BE SENSITIVE TO THE NEEDS OF WOMEN AND FOCUS ON THE PREVENTION AND EARLY DETECTION OF COMMON HEALTH ISSUES. OB/GYN & MATERNITY: OUR MEDICAL PROFESSIONALS PROVIDE A FULL RANGE OF OB/GYN SERVICES INCLUDING PAP SMEARS, PELVIC AND BREAST EXAMS, CONTRACEPTION AND FAMILY PLANNING COUNSELING, TREATMENT OF VAGINAL AND URINARY TRACT INFECTIONS, SCREENING AND TREATMENT FOR SEXUALLY TRANSMITTED DISEASES, AND REFERRALS FOR MAMMOGRAMS. TRANSGENDER SERVICES: LEGACY SPECIALIZES IN ADDRESSING THE UNIQUE PRIMARY HEALTHCARE NEEDS OF TRANSGENDER PATIENTS. AT LEGACY, YOU CAN ACCESS THE HIGHEST QUALITY OF HEALTHCARE IN A WARM AND WELCOMING ENVIRONMENT. OUR STAFF UNDERSTANDS YOUR NEEDS AND OFFERS YOU ACCEPTANCE AND RESPECT. OUR TRANSGENDER HEALTH SERVICES INCLUDE: HORMONE THERAPY: MONITORED DOSAGES OF HORMONES TO AID YOUR TRANSITION. MALE-TO-FEMALE CARE: SPECIALIZED ATTENTION TO YOUR TRANSITIONAL NEEDS. FEMALE-TO-MALE CARE: SPECIALIZED ATTENTION TO YOUR TRANSITIONAL NEEDS. PHYSICAL EXAMS: REGULAR CHECK-UPS TO MONITOR YOUR HEALTH. PROSTATE AND TESTICULAR EXAMS: CAREFUL EXAMINATIONS TO DISCOVER PROBLEMS EARLY. GYNECOLOGICAL SERVICES: PAP SMEARS, BREAST EXAMS, AND OTHER SCREENINGS. STD SCREENING AND TREATMENT: TESTING AND SCREENING ON HOR TO AVOID STDS. FAMILY PLANNING COUNSELING: PREVENT PREGNANCY AND PROTECT YOUR HEALTH. MAMMOGRAPHY REFERRALS: ACCESS TO PROVIDERS THAT SPECIALIZE IN MAMMOGRAMS. PEDIATRIC SERVICES: LEGACY OFFERS PEDIATRIC CARE FOR CHILDREN. YOU AND YOUR CHILD CAN VISIT THE SAME PLACE TO TAKE CARE OF YOUR HEALTHCARE NEEDS. OUR DOCTORS PROVIDE WELL-CHILD CHECKUPS AND PHYSICAL EXAMINATIONS TO HELP YOUR CHILD GROW UP HEALTHY AND STRONG. WE ALSO OFFER CHILDREN'S IMMUNIZATIONS, WHICH PREVENT SERIOUS CHILDHOOD ILLNESSES AND ARE REQUIRED BY TEXAS SCHOOL DISTRICTS. AND IF YOUR CHILD HAS SPECIAL HEALTH NEEDS, OUR DOCTORS CAN WORK WITH YOU AND PROVIDE REFERRALS TO OUTSIDE SPECIALISTS. LEGACY GERIATRIC SERVICES: LEGACY GERIATRICIANS PROVIDE A WIDE VARIETY OF SERVICES, INCLUDING NEW PATIENT CONSULTATIONS, ANNUAL WELLNESS EXAMS, AND LINKING PATIENTS AND CAREGIVERS TO RESOURCES AND SUPPORT. PHARMACY SERVICES: LEGACY COMMUNITY HEALTH HAS OPENED OUR OWN NEW, STATE-OF-THE-ART PHARMACIES AT THE MONTROSE AND FIFTH WARD LOCATION. USING THE LATEST TECHNOLOGY, LEGACY PHARMACY OFFERS A FULL RANGE OF SERVICES, INCLUDING: FILLING PRESCRIPTIONS, PRESCRIPTION DELIVERY, ONE-ON-ONE MEDICATION COUNSELING, SMOKING CESSATION, HEALTH COACHING, AND IMMUNIZATIONS. LEGACY PHARMACY ACCEPTS MOST PRIVATE INSURANCE PLANS AND MEDICARE PART D PLANS. FROST EYE CLINIC: LEGACY OFFERS AFFORDABLE OPTOMETRY AND OPHTHALMOLOGY SERVICES - INCLUDING EXAMINATIONS FOR PRESCRIPTION GLASSES AND CONTACT LENS FITTINGS. IT'S IMPORTANT TO HAVE YOUR EYES EXAMINED REGULARLY. EYE EXAMS CAN DIAGNOSE PROBLEMS SUCH AS GLAUCOMA, DIABETES, MACULAR DEGENERATIONS, CYTOMEGALOVIRUS RETINITIS, PINK EYE, OR OTHER VISION PROBLEMS. OUR EYE CARE SERVICES ARE AVAILABLE UNDER A NUMBER OF DIFFERENT PROGRAMS, WHICH TAKE INTO ACCOUNT EACH INDIVIDUAL'S FINANCIAL SITUATION AND PROVIDE THESE EXAMS ON A SLIDING FEE SCALE BASED UPON EACH PERSON'S ABILITY TO PAY. LEGACY ALSO ACCEPTS A NUMBER OF THIRD PARTY PAYER SOURCES SUCH AS INSURANCE AND MEDICARE. BEHAVIORAL HEALTH SERVICES: LEGACY OFFERS A FULL RANGE OF OUTPATIENT BEHAVIORAL HEALTH SERVICES PROVIDED BY A GROWING NETWORK OF COMMUNITY CLINICS OFFERING ASSESSMENT, MEDICATION MANAGEMENT, TESTING AND THERAPY FOR CHILDREN, TEENS AND ADULTS. AT LEGACY, WE UNDERSTAND THAT CARING FOR ONE'S MENTAL HEALTH IS AS IMPORTANT AS CARING FOR YOUR PHYSICAL HEALTH. WE ALSO RECOGNIZE THAT QUALITY MENTAL HEALTH SHOULD BE ACCESSIBLE TO PEOPLE FROM ALL INCOME BRACKETS. FOR THIS REASON, WE ACCEPT MOST INSURANCE AS WELL AS OFFER SLIDING SCALE FEES FOR OUR SERVICES FOR THOSE WITH NO INSURANCE. THE ECONOMIC CIRCUMSTANCES OF EACH PATIENT ARE TAKEN INTO ACCOUNT. WE BELIEVE TREATMENT SHOULD BE WITHIN THE FINANCIAL REACH OF EVERYONE. WE PROUDLY SERVE A DIVERSE POPULATION IN AN ENVIRONMENT THAT IS ACCEPTING AND UNDERSTANDING. OUR GOAL IS ALWAYS TO RESPECT THE INDIVIDUAL AND OFFER TREATMENT IN PARTNERSHIP WITH EACH CLIENT TO ADDRESS THEIR NEEDS. SERVICES PROVIDED BY OUR PSYCHIATRISTS, PSYCHOLOGISTS AND THERAPISTS INCLUDE ASSESSMENT, DIAGNOSIS AND TREATMENT OF A WIDE RANGE OF MENTAL CONDITIONS INCLUDING DEPRESSION, ANXIETY, BIPOLAR DISORDER, ATTENTION DEFICIT DISORDERS, AUTISM SPECTRUM DISORDERS, DEVELOPMENTAL DELAY, LEARNING DISABILITIES, AND SCHIZOPHRENIA. LEGACY PROVIDES THERAPY FOR INDIVIDUALS, COUPLES, AND FAMILIES. DENTAL SERVICES: LEGACY'S WELL-ROUNDED APPROACH TO INDIVIDUAL HEALTH ISSUES INCLUDES PROVIDING MUCH NEEDED DENTAL/ORAL CARE FOR OUR PATIENTS, AND THAT EXTENDS TO OUR SPECIALTY IN PEDIATRIC DENTISTRY. THE REGULAR DENTAL HEALTH SCREENINGS OFFERED BY LEGACY HELP DETECT DISEASES SUCH AS ORAL CANCER, DIABETES AND HIV IN THEIR EARLY STAGES. |
| FORM 990, PART III, LINE 4B | PROGRAM SERVICES (CONTINUED): THESE PROGRAMS ARE AVAILABLE TO HIV POSITIVE PATIENTS WHO QUALIFY THROUGH THE RYAN WHITE CARE ACT. THIS PROGRAM SERVED 2,288 PATIENTS WITH 14,355 VISITS/TRANSACTIONS DURING THE YEAR. |
| FORM 990, PART III, LINE 4C | PROGRAM SERVICES: LEGACY OFFERS HIV/STD TESTING, ON A FEE-FOR-SERVICE BASIS, TO ALL PERSONS REQUESTING A TEST. HIGH-RISK PERSONS ARE ELIGIBLE FOR FREE HIV TESTING ALONG WITH AN EXTENDED RISK-REDUCTION COUNSELING SESSION. CLIENTS CAN ALSO CHOOSE BETWEEN CONFIDENTIAL TESTING (USING THEIR NAME AND CONTACT INFORMATION) OR ANONYMOUS TESTING (NO NAME OR IDENTIFYING INFORMATION IS USED). SINCE 1978, LEGACY HAS PROVIDED COMPREHENSIVE HIV/AIDS PRIMARY HEALTH CARE SERVICES AND HAS BECOME A NATIONALLY RECOGNIZED LEADER IN HIV/AIDS PREVENTION AND TREATMENT. LEGACY'S TEAM OF HEALTH CARE PROFESSIONALS INCLUDES PHYSICIANS, NURSE PRACTITIONERS, NURSES, SOCIAL WORKERS, PREVENTION COUNSELORS, AND MORE. IN ADDITION TO PRIMARY HEALTH CARE, OUR SERVICES INCLUDE CASE MANAGEMENT, MEDICATION ADHERENCE COUNSELING, EDUCATIONAL WORKSHOPS FINANCIAL ASSISTANCE, AND WELLNESS SERVICES. PROJECT CORRE: PROJECT CORRE STANDS FOR CYBER OUTREACH RISK-REDUCTION EDUCATION AND WAS CREATED TO PROVIDE EDUCATION, INFORMATION AND REFERRALS TO PEOPLE WHO USE THE INTERNET. USING WEBSITES, CHAT ROOMS AND SOCIAL NETWORKING SITES, PROJECT CORRE SPECIFICALLY HELPS TO ADDRESS THE HIV/STD PREVENTION NEEDS OF GAY, BISEXUAL AND OTHER MEN WHO HAVE SEX WITH MEN (MSM) ENGAGING IN SEXUAL PRACTICES WITH SEX PARTNERS MET THROUGH THE INTERNET. NEXT STEP: NEXT STEP IS A CONFIDENTIAL 5-HOUR ONE-ON-ONE EDUCATION PROGRAM DESIGNED FOR PERSONS NEWLY DIAGNOSED WITH HIV/AIDS. BY EDUCATING PEOPLE ABOUT THE DISEASE, NEXT STEP EMPOWERS HIV-POSITIVE PERSONS TO STAY HEALTHY AND MAKE SMART DECISIONS ABOUT THEIR MEDICAL CARE. POSITIVE ORGANIZING PROJECT: POSITIVE ORGANIZING PROJECT (POP+) IS AN ADVOCACY PROGRAM DESIGNED BY AND FOR PEOPLE LIVING WITH HIV/AIDS. POP+ PARTICIPANTS WILL LEARN HOW TO: BECOME A LEADER IN THE HIV/AIDS COMMUNITY, ADVOCATE FOR ISSUES AFFECTING PEOPLE LIVING WITH HIV/AIDS, GET EDUCATED ABOUT ISSUES THAT IMPACT PEOPLE LIVING WITH HIV/AIDS, GET EMPOWERED TO USE YOUR VOICE TO MAKE A DIFFERENCE AND HAVE MEANINGFUL INVOLVEMENT WITH HIV/AIDS ORGANIZATIONS. SCHOOL BASED HEALTH CARE: LEGACY COMMUNITY HEALTH HAS PARTNERED WITH KIPP AND YES PREP TO PROVIDE AFFORDABLE HEALTH CARE SERVICES TO ALL STUDENTS AS SELECTED SCHOOLS. MSOCIETY: MSOCIETY IS DEDICATED TO BUILDING A SAFE, AFFIRMING, AND HEALTHY COMMUNITY THAT EMPOWERS YOUNG GAY MEN OF COLOR, AGES 18-20, IN HOUSTON. MSOCIETY PROVIDES A SAFE SPACE THAT HELPS THESE YOUNG MEN TO CONNECT, DEVELOP STRENGTHS AND SKILLS, SUPPORT EACH OTHER, HAVE FUN AND ACHIEVE POSITIVE GOALS. MEMBERS PLAY AN INTRICATE ROLE IN PLANNING ACTIVITIES, SPECIAL EVENTS, AND DESIGN OF THE SPACE. MSOCIETY PROVIDERS ACCESS TO HIV TESTING AND STD SCREENING AT ON AND OFF-SITE LOCATIONS. MEMBERS ARE PROVIDED LINKAGE TO PRIMARY CARE, HIV/STD TREATMENT, MENTAL HEALTH AND OTHER HEALTH CARE SERVICES. PATIENT NAVIGATION: PEOPLE WITH HIV/AIDS OFTEN REQUIRE A COMPLEX COMBINATION OF SOCIAL AND MEDICAL RESOURCES OVER A LONG TERM PERIOD IN ORDER TO MANAGE THEIR HEALTH. PEOPLE UNFAMILIAR WITH THESE RESOURCES MAY NOT BE AWARE OF THE SERVICES AVAILABLE TO THEM AND MAY NOT APPRECIATE THE NEED TO ACCESS HEALTH AND SOCIAL SERVICES. PATIENT NAVIGATION IS AN EFFECTIVE AND EFFICIENT MEANS OF MANAGING THE CLIENT'S TRANSITIONS THROUGH MEDICAL AND SOCIAL SERVICES NETWORKS. CLIENTS ARE ASSIGNED TO A PATIENT NAVIGATOR TO ASSIST THEM IN THE PROCESS OF ENTERING INTO MEDICAL CARE AND HELPING TO CLARIFY BOTH MEDICAL CONCERNS/ISSUES AND PROVIDING OF REFERRALS. |
| FORM 990, PART III, LINE 4D | PROGRAM SERVICES: BODY POSITIVE: THROUGH OUR BODY POSITIVE WELLNESS CENTER, LEGACY OFFERS A COMPREHENSIVE PROGRAM DESIGNED TO IMPROVE YOUR OVERALL HEALTH. OUR MULTI WEEK PROGRAM INTEGRATES EXERCISE AND NUTRITION AS WELL AS MASSAGE THERAPY AND PHYSICAL THERAPY WHERE NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 11B | 990 REVIEW POLICY: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A DRAFT OF THE ORGANIZATION'S FORM 990 IS FIRST REVIEWED IN DETAIL BY TOP MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE ALL CHANGES ARE MADE, A FINAL DRAFT IS DISTRIBUTED TO THE ENTIRE BOARD FOR COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: EACH BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY WHICH REQUIRES THEM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN OF THE BOARD, ALONG WITH THE EXECUTIVE DIRECTOR, REVIEWS ANY POTENTIAL CONFLICT. IF THE CONFLICT IS PERTINENT TO A VOTE, THE MEMBER IS REQUIRED TO EXCUSE THEMSELVES FROM THE VOTE. MEMBERS OF THE BOARD MAY NOT BE AN EMPLOYEE OR INDEPENDENT CONTRACTOR, OR THE SPOUSE, SPOUSAL EQUIVALENT, CHILD, PARENT, BROTHER OR SISTER BY BLOOD OR MARRIAGE OF AN EMPLOYEE OR INDEPENDENT CONTRACTOR OF THE CORPORATION. MEMBERS OF THE BOARD, EMPLOYEES AND INDEPENDENT CONTRACTORS OF THE CORPORATION, WHO ALSO WORK FOR A CORPORATION WHICH IS DOING BUSINESS WITH THE CORPORATION MUST DISCLOSE THAT RELATIONSHIP TO THE EXECUTIVE DIRECTOR, OR, IN THE CASE OF A BOARD MEMBER, TO THE BOARD CHAIR. THE CORPORATION RETAINS THE RIGHT TO TAKE STEPS TO PROTECT ITS INTEREST IN SUCH CIRCUMSTANCES. NO BOARD MEMBER OF EMPLOYEE MAY PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT IN WHICH HE/SHE OR HIS/HER IMMEDIATE FAMILY HAS A FINANCIAL INTEREST OR A PROSPECTIVE FINANCIAL ARRANGEMENT. THIS POLICY DOES NOT PROHIBIT OUTRIGHT THE AWARDING OF A CONTRACT TO ANY AGENCY OR FIRM MEETING THE CONDITION CITED ABOVE. RATHER THIS POLICY CALLS FOR THE FULL PROHIBITION OF THE EMPLOYEE OR BOARD MEMBER FROM PARTICIPATING IN THIS AWARD, SELECTION OR ADMINISTRATION OF SUCH A CONTRACT. BOARD MEMBERS SHOULD TAKE CAUTION NOT TO CREATE THE APPEARANCE OF A CONFLICT OF INTEREST IF IN THE PERFORMANCE OF THEIR DUTIES AT THEIR REGULAR PLACE OF EMPLOYMENT THEY ARE CALLED UPON NEGOTIATE WITH THE CORPORATION ON THE BEHALF OF THEIR EMPLOYER. BOARD MEMBERS SHOULD, WHENEVER POSSIBLE, ABSTAIN FROM SUCH ACTIVITIES. THE CORPORATIONS WILL BE SENSITIVE TO, AND WILL SEEK TO AVOID, ORGANIZATIONAL CONFLICTS OF INTEREST AND NON-COMPETITIVE PRACTICES IN THE PROCUREMENT OF GOODS AND SERVICES. IN ADDITION, CORPORATE OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A AND 15B | EXECUTIVE DIRECTOR COMPENSATION REVIEW: A COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE REVIEW PROCESS OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS/KEY EMPLOYEES. THE COMPENSATION REVIEW WAS STARTED IN MAY 2018 UTILIZING AN OUTSIDE CONSULTANT - INTEGRATED HEALTHCARE STRATEGIES. THE COMMITTEE THEN RECOMMENDS THE COMPENSATION PACKAGE TO THE BOARD WHO APPROVES IT. THIS REVIEW IS DOCUMENTED IN THE BOARD OF DIRECTOR COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR A LEGITIMATE BUSINESS PURPOSE, AS DETERMINED BY TOP MANAGEMENT. COPIES WILL BE MAILED IF A BUSINESS PURPOSE IS DETERMINED. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $ 36,529 CHANGE IN INTEREST IN N/A OF LEGACY COMM HEALTH ENDOWMENT |