2020-06-25T15:59:08-05:00 2019-06-30 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2018-07-01 363775696 Heartland Alliance Health % ELIAS ROSARIO HEAR 3126601300 208 South LaSalle Street Suite 1300 Chicago IL 60604 ELIAS ROSARIO CFO 3126601300 2020-03-27 true Jacob Cook P01240455 3128569100 174.124.231.78 36189620201775000017 2020-06-25 P 342C69388EA7BCA13281E38B3DD773C2383BC7B2 6ECA9DC1BB85579AE69868E56164D51B86B365CC 2018 2021-01-29 14:40:06Z Evelyn Diaz 208 South LaSalle St 1300 Chicago IL 60604 29409634 false X www.heartlandalliance.org X 1991 IL our mission is to transform healthcare for the most vulnerable, improving health for all and the well-being of our community. more detail is presented in part iii. 19 18 336 422 0 17546754 17002033 10569327 11281174 133707 25328 244909 1101099 28494697 29409634 2893678 2785503 0 0 15422669 15115141 0 0 0 10369301 12491656 28685648 30392300 -190951 -982666 16468151 15008575 9066594 8337258 7401557 6671317 X Heartland Alliance Health's mission is to transform healthcare for the most vulnerable - particularly people experiencing homelessness, mental illness or addictions, or struggling with multiple chronic illnesses - improving health for all and (Continued on Schedule O) false false 25296867 2785503 12315856 Heartland Alliance Health (HAH), formerly Heartland Health Outreach, Inc. (HHO), a subsidiary of the Heartland Alliance for Human Needs and Human Rights, is a Federally Qualified Health Center dedicated to transforming the health care experience for Chicago's many disenfranchised populations, including people who are homeless, poor, HIV positive, mentally ill, addicted, and immigrants or refugees. Founded in 1985, HAH is Chicago's only Health Care for the Homeless program and and as such the only provider of comprehensive health-related services for Chicago's homeless population. Its integrated health care, housing, and supportive services are at the (Continued on Schedule O) 25296867 true true false false false false false false true false true false true false true true false true false false false false false false false false false true true true false false false false false false false false true false false false true true false false false true 227 0 true 336 true false false false false false false false false false false false false X 19 18 false false false false true true true true true false false true true true true true true true false true true IL X X ELIAS ROSARIO 3126601300 208 SOUTH LASALLE ST STE 1300 Chicago IL 60604 Evelyn Diaz President 7.5 42.5 X X 0 345617 14168 Khoa X Ho Chair 1.0 0.0 X X 0 0 0 Melinda Earle Vice Chair 1.0 0.0 X X 0 0 0 Lung-Chieh Ronald Tuan-Mu Treasurer 1.0 0.0 X X 0 0 0 Rhyan Zweifler Secretary 1.0 0.0 X X 0 0 0 Elissa Bassler Director 1.0 0.0 X 0 0 0 Inger Burnett-Zeigler Director 1.0 0.0 X 0 0 0 Timothy M Carrigan Director 1.0 0.0 X 0 0 0 Darryl L Fuery Director 1.0 0.0 X 0 0 0 Richard Grossi Director 1.0 0.0 X 0 0 0 Tom Klein Director through 12/19/2018 1.0 0.0 X 0 0 0 Kary Mcllwain Director 1.0 0.0 X 0 0 0 Lizveth Mendez Director 1.0 0.0 X 0 0 0 Julianne Migely Director 1.0 0.0 X 0 0 0 Joshua Rafsky Director 1.0 0.0 X 0 0 0 Monique Glover Rucker Director 1.0 0.0 X 0 0 0 Pauline Sedlarz-Byrne Director 1.0 0.0 X 0 0 0 Munzoor Shaikh Director 1.0 0.0 X 0 0 0 Jock Toles Director 1.0 0.0 X 0 0 0 Diane Wolf Director 1.0 0.0 X 0 0 0 Elias Rosario assistant treas. started 01/19 10.0 40.0 X 0 10384 32 Kelly Emery assistant treas. 07/18 - 12/18 10.0 40.0 X 0 242787 2662 Betsy Leonard Assistant Secretary 10.0 40.0 X 0 163175 669 Edward B Stellon Executive Director 40.0 0.0 X 201844 0 16519 Mary K Gilbert Chief Business Officer 40.0 0.0 X 193942 0 24196 Evan Lyon Chief Integrated Health Offcr 40.0 0.0 X 203053 0 4196 Audrey Tanksley Medical Director thru 4/19/19 40.0 0.0 X 141354 0 17970 Michael Dempsey Psychiatric Provider 40.0 0.0 X 153144 0 10019 Brian Registe assistant treas. through 06/18 10.0 40.0 X 0 127993 2747 893337 889956 93178 14 true true false Alliance of Chicago Community Healt 215 W Ohio CHICAGO IL 60654 IT/Management Svcs 283871 Tact 1 LLC P O Box 111 ORLAND PARK IL 60462 Security Service 106479 2 183788 15858350 959895 33265 17002033 PATIENT SERVICES 624100 5541838 5541838 OTHER PROGRAM REVENUE 624100 5739336 5739336 11281174 25306 25306 0 0 65656 65656 0 65656 65656 22 22 22 22 0 0 0 0 0 0 0 0 0 SHARED SERVICES 900099 794820 794820 INTERCOMPANY REVENUE 900099 239775 239775 MISCELLANEOUS 900099 848 87 761 1035443 29409634 12315856 91745 414785 414785 2370718 2370718 0 0 643750 588616 55134 0 11322534 10352500 970034 0 284121 259891 24230 1923312 1759289 164023 941424 861138 80286 0 95477 114929 -19452 57757 69524 -11767 0 0 0 2020158 2431735 -411577 21894 26355 -4461 800013 719620 80393 36689 28563 8126 0 1142977 1075999 66978 84963 69188 15775 0 0 90823 65019 25804 0 259283 100442 158841 41933 33597 8336 SHARED SERVICES 3741671 3741671 SUPPLIES/EQUIPMENT 2663644 2663644 UNCOLLECTABLE ACCOUNTS 517138 467138 50000 REAL ESTATE DEVELOPMENT 435650 435650 481586 388527 93059 30392300 25296867 5095433 0 1554466 1156386 0 0 4784716 3982837 402618 909864 0 0 0 0 2530605 2530605 72438 0 239991 301883 8630882 4120541 5013481 4510341 0 0 0 0 1228812 1481236 0 0 641024 135423 16468151 15008575 2249318 1677216 0 0 199964 301924 0 0 148411 67962 0 0 4712691 4686328 1500000 1500000 256210 103828 9066594 8337258 X 5881421 5646042 1520136 1025275 0 0 7401557 6671317 16468151 15008575 -982666 252426 X false true X true true true X 16516363 15235116 17039858 17546754 17002033 83340124 0 0 16516363 15235116 17039858 17546754 17002033 83340124 0 83340124 14355 138303 182312 157457 90963 583390 0 161784 129607 190562 221159 761 703873 84627387 50170629 0.98479 0.98080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 395204 395204 4744855 794285 3950570 2448734 2448734 928266 799758 128508 113823 77764 36059 4510341 ALLIANCE CHI COMMUNITY HEALTH 1429569 C PROVIDECO LLC 40000 C BEHAVIORAL HEALTH CONSORTIUM 11667 C 1481236 0 INTERAGENCY BALANCES 103828 103828 X 29864374 252426 202314 454740 29409634 29409634 30594614 202314 202314 30392300 30392300 Schedule D, Part IV, Line 2b: The organization holds funds as a representitive payee under the Social Security Administration representative payee program for participants. Schedule D, Part X, Line 2: The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. Management has determined that there are no uncertain tax positions during the reporting periods covered by these financial statements. true Lawndale Christian Health Center 3860 W Ogden Avenue Chicago IL 60623 363308953 501(c)(3) 414785 Healthcare for the Homeless 1 Client Support & Assistance 1200 2370718 FMV See Part IV Schedule I, Part I, Line 2: For grant recipients of the organization, Heartland alliance Health monitors compliance via two mechanisms: the first is financial in nature and is monitored via the sub-agency monthly invoicing for appropriate cost reimbursement, and annually through the sub-agency annual financial and single audit (the latter as required under OMB A-133). The second mechanism is through grantee programmatic reporting that is sent to and monitored by Heartland alliance Health clinical/management staff. These grantees also submit annual reports needed to complete the Uniform Data Systems (UDS) reports. All participants presenting for services will be evaluated for eligibility based on program criteria for health care for the homeless. The criteria are as follows: emergency shelter, transitional shelter, single room occupancy building (SRO), substance abuse agency, street, affidavit (an affidavit is only used as a last resort for a participant that can't prove their homeless status, such as participants staying on the street), and doubled up: Doubled up is defined as living with a person for less than 12 months; These participants must present verification of income (if any) and a notarized letter of support from the person the participant is living with. The organization also serves participants under the Ryan White Care Act. Participants served by the Ryan White Care Act include participants with HIV/AIDS and participants at high risk for HIV/AIDS. In addition, grant funds are tracked in detail by cost center and matched and reviewed against the agency approved budget. Finally, Heartland Health Outreach also monitors its grant recipients by conducting spot audits through its internal/compliance office. These audits are independent of Heartland's Financial & Accountability Services office and program offices. Schedule I, Part II, Column (f): Description of Non-cash Assistance: supporting homeless and other participants in needs including but not limited to rent, utilities, food, clothing, personal items, transportation, and documentation. false false false false false false false false false Evelyn Diaz President 0 319617 0 0 0 26000 0 0 0 14168 0 359785 0 0 Brian Registe assistant treas. through 06/18 0 116859 0 0 0 11134 0 0 0 2747 0 130740 0 0 Kelly Emery assistant treas. 07/18 - 12/18 0 235290 0 0 0 7497 0 0 0 2662 0 245449 0 0 Betsy Leonard Assistant Secretary 0 149175 0 0 0 14000 0 0 0 669 0 163844 0 0 Edward B Stellon Executive Director 193967 0 0 0 7877 0 6500 0 10019 0 218363 0 0 0 Mary K Gilbert Chief Business Officer 192893 0 0 0 1049 0 0 0 24196 0 218138 0 0 0 Evan Lyon Chief Integrated Health Offcr 202783 0 0 0 270 0 0 0 4196 0 207249 0 0 0 Audrey Tanksley Medical Director thru 4/19/19 141232 0 0 0 122 0 0 0 17970 0 159324 0 0 0 Michael Dempsey Psychiatric Provider 152357 0 0 0 787 0 0 0 10019 0 163163 0 0 0 Schedule J, Part I, Line 3: The compensation was determined by the related organization, Heartland Alliance for Human Needs and Human Rights. The following methods were used: - Compensation committee - Independent compensation consultant - Compensation survey or study - Approval by the board or compensation committee X 24764 fmv X 33 8501 FMV false true false Schedule M, part I, Column (b) This is the number of contributions. Form 990, Part III, Line 1 Continued: the well-being of our community. To do this we: - Ensure access to comprehensive and integrated healthcare. - Deliver high quality and effective healthcare. - Provide training, support research and drive systems change that enriches our communities' capacity to improve health and impact the social determinants of health. - Engage staff, volunteers, partners and donors in building a just society where resources are used wisely and compassionate, effective services yield positive outcomes. - Create and advocate for innovative healthcare solutions that support the elimination of poverty, homelessness and health disparities. Form 990, Part III, Line 4a Continued: forefront of addressing many of the social determinants of health, helping to improve health outcomes and promote community stability. Annually, HAH serves nearly 10,000 homeless individuals, providing more 40,000 medical, dental, and behavioral health encounters. Services include: - Primary care, dental care, and integrated mental health and substance use treatment; - Street, shelter, and medical mobile outreach; - Outpatient and residential, mental health, and substance use programs for people with a serious mental illness; - Community-based case management, care coordination, and referrals; - Enrollment into benefits and entitlements; - Nutritional assessment, counseling, and grocery centers; - Medical interpretation and translation services; - Training and technical assistance for systems integration and best practices in serving dually diagnosed populations. Form 990, Part VI, Section A, Line 6: Heartland Alliance for Human Needs and Human Rights (Heartland Alliance) is the sole voting member. Form 990, Part VI, Section A, Line 7a: Heartland Alliance shall appoint all of the directors. The officers shall be elected annually by the Board of Directors at the annual meeting of the Board of Directors, or as soon thereafter as convenient based on a slate approved by Heartland Alliance. Vacancies may be filled or new offices filled at any meeting of the Board of Directors with the approval of the board of Heartland Alliance. Form 990, Part VI, Section A, Line 7b: The following actions shall require the written consent of the Member: (I) The adoption or approval of a plan of merger or consolidation or reorganization or restructuring involving the organization; (II) The sale, lease, exchange or other disposition of all, or substantially all, of the non-cash assets of the organization; (III) Dissolution of the organization; (IV) Amendment of the bylaws. Form 990, Part VI, Section B, Line 11b: The organization's Management Coordination Committee (MCC) served as the Finance and Audit Committee of the Heartland Alliance Board of Directors. The Finance Committee of Heartland Alliance Health reviews and approves the Form 990. Every Heartland Alliance Health board member receives the Form 990 for review and has the opportunity to ask the Finance Committee and management any question prior to filing. The Heartland Alliance Health designated member from the Finance Committee reports back to the full MCC on the review process. Form 990, Part VI, Section B, Line 12c: All members of the Heartland Alliance Board of Directors, as well as members of the organization's subsidiary Board of Directors, annually sign a conflict of interest policy, copies of which are retained in the President's office. In addition, all Heartland Alliance senior management, which includes its members of its Business Office Leadership Team (BOLT), Business Initiative & Resource Development (BIRD), and Executive Team are required to annually sign the conflict of interest policy. A copy of the Board of Directors policy is posted on a password protected portion of the organization's website, designated for board members. A copy of the policy for management is posted on the organization's intranet. Policy requires disclosure of any situation in which there may be even an appearance of potential conflict of interest. When appropriate, members of the Board of Directors, or senior management, recuse themselves from decision-making if there is any conflict of interest. Relative to board of committee actions, this is reflected in the meeting minutes. The policy is reviewed regularly by the Chief Risk Officer of the organization. Additional monitoring is performed by the organization's executive team and the Risk Policy Committee of the Board of Directors. Form 990, Part VI, Section B, Line 15a: The Compensation Committee of the Heartland Alliance Board of Directors is an independent entity, consisting of the chair and immediate past chair of the Board of Directors. This body conducts the annual performance evaluation of, and determines the compensation for, the organization's President. This body may consult with legal counsel or additional resources in determining fair and competitive compensation for the President of Heartland Alliance. The Executive Compensation Committee also conducts periodic market surveys to assist in establishing the compensation for the President. In addition, the President annually reviews with the Compensation Committee the performance and recommended compensation for the organization's senior executives, including executive directors of the subsidiary entities and other key members of the executive team. All deliberations and decisions are contemporaneously documented in the minutes. Form 990, Part VI, Section C, Line 19: The governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). 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