2020-06-01T17:58:04-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 370 INTERLOCKEN BLVD SUITE 500 BROOMFIELD CO 80021 990 2019-01-01 841085822 MARILLAC CLINIC INC MARI 9702981782 2333 NORTH 6TH STREET GRAND JUNCTION CO 81501 DANIEL BECKER MBA CFO 9702981782 2020-05-29 1 KURT BENNION P01469618 3034668822 2020-05-29 67.137.57.251 2020-05-29 16:10:21 PD P C886C6DF3866C97A155E85B4DBD95EC73AF8A20D 9C3E08EBF53FA5FA3C7B2B5BD0B3E335DF999A73 2019 2021-01-29 14:40:06Z MARILLACHEALTH KAY RAMACHANDRAN 2333 NORTH 6TH STREET GRAND JUNCTION CO 81501 9264040 0 0928 X WWW.MARILLACCLINIC.ORG X 1988 CO PROVIDE A WIDE SCOPE OF PRIMARY HEALTH CARE SERVICES TO ALL MESA COUNTY RESIDENTS. 12 12 2 12 0 0 3224995 2955107 6926758 6190980 15681 26413 23376 91540 10190810 9264040 0 2620 0 0 6849582 6991099 0 0 408306 3194050 2850663 10043632 9844382 147178 -580342 5331150 5593058 950533 1792783 4380617 3800275 X MARILLAC CLINIC, INC. (DBA: MARILLACHEALTH) PROVIDES A WIDE SCOPE OF PRIMARY HEALTH CARE SERVICES TO ALL MESA COUNTY RESIDENTS REGARDLESS OF INCOME OR INSURANCE STATUS. 0 0 8356845 2620 6190980 VISION: MESA COUNTY IS A COMMUNITY WHERE EVERY RESIDENT HAS ACCESS TO QUALITY HEALTH CARE.ORGANIZATIONAL CORE VALUES: COLLABORATION, COMPASSION, EXCELLENCE, INCLUSIVENESS, INTEGRITY, STEWARDSHIP MARILLAC HEALTH PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES FOR MESA COUNTY'S LOW-MIDDLE INCOME, UNINSURED AND UNDERINSURED POPULATION, BIRTH TO END OF LIFE. MARILLAC OPENED ITS DOORS ON MAY 2, 1988 AND HAS REMARKABLY GROWN IN SIZE AND SCOPE WHILE CONSTANTLY SEARCHING FOR AND ADOPTING PROMISING AND INNOVATIVE APPROACHES TO HEALTH CARE. THE HEALTH CARE NEEDS OF THE MEDICALLY UNDERSERVED POPULATION ARE MORE COMPLEX, CHRONIC, AND POPULATION-BASED THAN THE LARGER POPULATION. OUR HEALTH SERVICES ARE DESIGNED TO ADDRESS THESE NEEDS THROUGH A MULTI-DISCIPLINARY TEAM MEMBER APPROACH. OUR TEAMS PROVIDE SEAMLESS, PATIENT-CENTERED CARE, WITH THE PATIENT'S GOALS, CULTURAL BELIEFS AND CHOICES GUIDING HIS OR HER CARE. MARILLAC PATIENTS ARE EMPANELLED TO INDIVIDUAL PROVIDERS TO ASSURE BOTH CONTINUITY OF CARE AND WARM, TRUSTING RELATIONSHIPS. A WELCOMING TEAM OF ELIGIBILITY SPECIALISTS ENROLL PATIENTS IN MARILLAC AND DETERMINES THEIR ELIGIBILITY FOR OUR SLIDING FEE SCALE (SFS), WHICH IS UPDATED ANNUALLY TO ALIGN WITH FEDERAL POVERTY GUIDELINES. THE SFS TAKES INTO ACCOUNT THE PATIENT'S INCOME AND HOUSEHOLD SIZE. DISCOUNTED SERVICES ARE AN IMPORTANT PART OF OUR MISSION AND VISION FOR HEALTH CARE THAT IS AFFORDABLE AND ACCESSIBLE TO ALL.PRIMARY MEDICAL CARE INCLUDES SCREENINGS AND OTHER PREVENTIVE SERVICES SUCH AS CANCER SCREENINGS, WELL-CHILD VISITS, ACUTE CARE, CHILD AND ADULT IMMUNIZATIONS, AND CHRONIC DISEASE MANAGEMENT WHICH IS PROVIDED DIRECTLY BY MARILLAC PHYSICIANS AND NURSE PRACTITIONERS/PHYSICIAN ASSISTANTS. THIS SCOPE OF CARE ALSO INCLUDES WOMEN'S HEALTH SERVICES SUCH AS PRENATAL CARE, LABOR AND DELIVERY AND POST-PARTUM. LABORATORY AND IMAGING SERVICES ARE PROVIDED ON SITE AND AS NEEDED, BY REFERRAL PARTNERS.BEHAVIORAL CARE IS INTEGRATED WITH MEDICAL CARE. AS NEEDED, THE PATIENT'S MEDICAL APPOINTMENT IS ENHANCED WITH A SHORT VISIT (CALLED A "BRIEF INTERVENTION") FROM A BEHAVIORAL HEALTH PROVIDER FOR ASSISTANCE WITH PROBLEM-SOLVING, CRISIS COUNSELING, SELF-CARE TIPS & COMMUNITY RESOURCES. THIS INTEGRATED CARE APPROACH REMOVES STIGMA AND/OR BARRIERS TO SEEKING HELP, AND IS VERY EFFECTIVE IN HELPING LOW INCOME, VULNERABLE PATIENTS TO BE SUCCESSFUL IN REDUCING STRESS, DEPRESSION AND ANXIETY WHILE TEACHING THEM TO MANAGE THEIR CHRONIC DISEASES AND IMPROVE THEIR HEALTH.OPTICAL CARE INCLUDES COMPREHENSIVE AND EMERGENCY VISION SERVICES. OUR MEDICAL EYE EXAMS UTILIZE STATE OF THE ART DIAGNOSTIC EQUIPMENT FOR DETECTING THE PRESENCE OF EYE DISEASES AND CONDITIONS AND DETERMINING THE NEED FOR VISION CORRECTION. MARILLAC IS PLEASED TO OFFER LOW-COST, DURABLE, FASHIONABLE EYEWEAR, EYEGLASSES FITTING AND REPAIR, REFERRALS TO SPECIALISTS, MEDICATIONS SUCH AS EYE DROPS, AND EDUCATION ON THE RISK FACTORS THAT CAN LEAD TO VISION LOSS AND BLINDNESS.DENTAL CARE HELPS THOUSANDS OF PATIENTS TO IMPROVE THEIR QUALITY OF LIFE BY ALLEVIATING PAIN, BUILDING LIFE-LONG HABITS OF GOOD ORAL HEALTH AND PROVIDING THOROUGH DIAGNOSTICS, TREATMENT AND FOLLOW-UP CARE FOR A WIDE RANGE OF DENTAL CONDITIONS. OUR DENTAL TEAMS PROVIDE EXAMINATIONS, X-RAYS, PREVENTIVE CLEANINGS, FILLINGS, CROWNS, BRIDGES, EXTRACTIONS, ROOT CANALS & DENTURES. A FULL TIME PEDIATRIC DENTIST CARES FOR OUR YOUNGEST PATIENTS.REFERRAL SPECIALISTS THROUGHOUT THE COMMUNITY ACCEPT MARILLAC PATIENTS; MOST HONOR OUR SLIDING FEE SCALE.ACCESSIBILITY TO MARILLAC HEALTH IS INCREASED BY OUR PRESENCE IN FIVE DIFFERENT CLINIC LOCATIONS WHERE LOW INCOME AND VULNERABLE POPULATIONS RESIDE AND/OR RECEIVE SERVICES.1. MARILLAC/MAIN: 2333 N 6TH STREET IN THE CENTER OF THE CITY2. MARILLAC/COUNTY: 520 29 1/2 ROAD, CO-LOCATED WITH MESA COUNTY PUBLIC HEALTH3. MARILLAC/PRIMARY CARE PARTNERS: 3150 N 12TH STREET, CO-LOCATED WITHIN WESTERN COLORADO PEDIATRIC ASSOCIATES4. MARILLAC/GRAND VALLEY CATHOLIC OUTREACH: 302 PITKIN AVENUE, CO-LOCATED IN A DAY CENTER FOR PERSONS WHO ARE HOMELESS5. MARILLAC/HOMEWARD BOUND OF THE GRAND VALLEY: 2853 N AVENUE, CO-LOCATED IN AN OVERNIGHT SHELTER FOR HOMELESSIN ADDITION TO THESE ESTABLISHED CLINIC SITES, MARILLAC CONDUCTS OUTREACH CLINICS AND EVENTS THROUGHOUT THE YEAR IN COORDINATION WITH MESA COUNTY VALLEY SCHOOL DISTRICT #51, AND EVENING CLINICS AT LOCAL ORCHARDS AND WINERIES IN ORDER TO SERVE MIGRANT WORKERS AND THEIR FAMILIES. AT MARILLAC, WE EMBRACE THE OPPORTUNITY TO PROVIDE CULTURALLY-FRIENDLY CARE TO OUR PATIENTS. WE ARE COMMITTED TO BI-LINGUAL STAFFING, CULTURAL COMPETENCE TRAINING, BI-LINGUAL SIGNAGE AND WRITTEN MATERIALS, AND INTERPRETATION/TRANSLATION IN SPANISH AND OTHER LANGUAGES. BY CONTINUALLY ASSESSING COMMUNITY NEED AND WORKING CLOSELY WITH NUMEROUS HEALTH, HUMAN SERVICE, EDUCATIONAL AND GOVERNMENT PARTNERS, MARILLAC SEEKS TO GENUINELY UNDERSTAND AND ADDRESS THE DYNAMIC, CHANGING HEALTH CARE NEEDS WITHIN MESA COUNTY.AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC), MARILLAC HAS A COMPREHENSIVE QUALITY MANAGEMENT PLAN WHICH IS DESIGNED TO CREATE A CULTURE OF CONTINUOUS QUALITY IMPROVEMENT. ACROSS THE ORGANIZATION, THE PLAN ADDRESSES QUALITY IMPROVEMENT AND QUALITY ASSURANCE, PATIENT SAFETY, RISK MANAGEMENT, POLICIES AND PROCEDURES, PATIENT SATISFACTION AND PATIENT PRIVACY. EACH YEAR, 20-30 QUALITY METRICS ARE TRACKED IN ORDER TO DRIVE CLINICAL IMPROVEMENT AND FINANCIAL SUSTAINABILITY. ELECTRONIC MEDICAL AND DENTAL RECORDS, ALONG WITH DATA ANALYTICS TOOLS, PROVIDE DATA-RICH REPORTING THAT OUR LEADERS, PROVIDERS AND TEAMS UTILIZE FOR QUALITY IMPROVEMENT. RISK-STRATIFICATION ALLOWS US TO IDENTIFY AND CONCENTRATE CERTAIN SERVICES ON OUR PATIENTS WITH THE MOST SERIOUS/COMPLEX HEALTH NEEDS. IN ADDITION, THE USE OF COMPUTER TABLETS DURING PATIENT CHECK-IN ALLOWS OUR PATIENTS TO EASILY COMPLETE A DEPRESSION SCREENING TOOL AND OTHER BRIEF MENTAL HEALTH/SUBSTANCE ABUSE QUESTIONNAIRES. THIS IMPROVES OUR ABILITY TO IDENTIFY AND WORK MORE CLOSELY WITH PATIENTS IN ORDER TO ADDRESS HIDDEN RISKS AND PROBLEMS SOONER.PATIENT SATISFACTION IS AN IMPORTANT MEASURE OF MARILLAC'S SUCCESS. IN 2017 MARILLACHEALTH GAINED RECOGNITION AS A PATIENT CENTERED MEDICAL HOME (PCMH) BY THE NATIONAL COUNCIL ON QUALITY ASSURANCE. 8356845 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X DANIEL BECKER 9702981799 2333 NORTH 6TH STREET GRAND JUNCTION CO 81501 SHANE HAAS CHAIR 1.00 X X 0 0 0 LEE GAGLIONE DDS INTERIM VICE CHAIR & PAST CHAIR 1.00 X X 0 0 0 JOANNA LITTLE SECRETARY & VICE CHAIR 1.00 X X 0 0 0 ANN BOLAND DIRECTOR & SECRETARY 1.00 X X 0 0 0 DAN PRINSTER TREASURER 1.00 X X 0 0 0 SR BARBARA ALDRICH DIRECTOR 1.00 X 0 0 0 DEANNA JOHNSON DIRECTOR 1.00 X 0 0 0 JENNIFER LOPEZ-NIELSON DIRECTOR 1.00 X 0 0 0 MIKE LUEDTKE DIRECTOR 1.00 X 0 0 0 MIKE STAHL DIRECTOR 1.00 X 0 0 0 ED WERNER DIRECTOR 1.00 X 0 0 0 JULI WILLIAMS DIRECTOR 1.00 X 0 0 0 KAY RAMACHANDRAN CHIEF EXECUTIVE OFFICER 50.00 X 234159 0 29066 DANIEL BECKER MBA CHIEF FINANCIAL OFFICER 50.00 X 108976 0 14597 343135 0 43663 2 0 1 0 SCL HEALTH PO BOX 912946 DENVER CO 802912946 MANAGEMENT & EMPLOYEE SERVICES 7084231 RAY OF HOPE CONSULTING LLC 2614 S TIMBERLINE RD 109 FT COLLINS CO 80525 REVENUE CYCLE CONSULTING 201198 ECLINICAL WORKS PO BOX 847950 BOSTON MA 022847950 SOFTWARE & SUPPORT SERVICES 137799 3 42512 1796574 1116021 43782 2955107 PATIENT REVENUE 621400 6190980 6190980 6190980 26413 26413 MISCELLANEOUS INCOME 900099 91540 91540 91540 9264040 6190980 0 117953 X 2620 2620 386798 384166 2632 5247998 5010412 237586 182914 173696 9218 745668 708137 37531 427721 397915 11452 18354 13554 413 13141 45527 45527 1086698 640935 421108 24655 52387 9575 2683 40129 108395 78916 18673 10806 423290 331649 75171 16470 57866 29614 26512 1740 48883 39037 9754 92 128213 121946 6267 47676 38507 7422 1747 MEDICAL SUPPLIES 589350 589032 232 86 MINOR EQUIPMENT 148512 102798 42217 3497 BAD DEBT EXPENSE 40372 40372 DUES & SUBSCRIPTIONS 35102 29872 3591 1639 24838 11399 11315 2124 9844382 8356845 1079231 408306 1359569 1499737 1004322 1026578 392343 461857 2035108 2141679 25090 51876 53754 36049 968857 593575 460964 375282 5331150 5593058 950533 1792783 950533 1792783 X 3990781 3192493 389836 607782 4380617 3800275 5331150 5593058 -580342 0 X 0 1 X 1 1 1 X 4227391 2256606 2960677 3224995 2955107 15624776 3244156 6439275 7090278 6926758 6190980 29891447 7471547 8695881 10050955 10151753 9146087 45516223 0 348596 1845370 396279 456447 3046692 348596 1845370 396279 456447 3046692 42469531 21582 4751 13133 15546 26413 81425 21582 4751 13133 15546 26413 81425 5602 270233 416089 23376 91540 806840 7498731 8970865 10480177 10190675 9264040 46404488 0.91520 0.91970 0.00180 0.00250 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2318 2318 0 PART II-B, LINE 1: THE ORGANIZATION PAID MEMBERSHIP DUES TO THE COLORADO COMMUNITY HEALTH NETWORK, A PORTION OF WHICH WAS USED BY THE ASSOCIATION TO LOBBY ON BEHALF OF ITS MEMBERS. 968857 593575 375282 375282 X 9005722 278554 278554 8727168 536872 536872 9264040 9804010 0 9804010 40372 40372 9844382 PART X, LINE 2: THE ORGANIZATION HAS PREVIOUSLY RECEIVED NOTICE OF EXEMPTION OF INCOME TAX FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE IMPLEMENTATION OF THE ACCOUNTING STANDARDS REGARDING UNCERTAIN TAX PROVISIONS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 278,554. PART XI, LINE 4B - OTHER ADJUSTMENTS: RESTRICTED CONTRIBUTIONS 496,500. BAD DEBT EXPENSE 40,372. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 40,372. X X X X 0 0 0 0 0 0 0 0 0 KAY RAMACHANDRAN CHIEF EXECUTIVE OFFICER 238280 0 0 0 -4121 0 12365 0 16701 0 263225 0 0 0 X 16 43782 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD-PARTY INVESTMENT MANAGER TO PROCESS AND SELL DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE CHAIR OF THE BOARD, THE CEO, AND OTHER BOARD MEMBERS AS DESIGNATED BY THE CHAIR. THE EXECUTIVE COMMITTEE HAS THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE ORGANIZATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD, PROVIDED THAT ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE CANNOT CONFLICT WITH THE ARTICLES OF INCORPORATION, BYLAWS, OR THE POLICIES OR EXPRESS WISHES OF THE BOARD. THE EXECUTIVE COMMITTEE REPORTS ALL MATTERS ACTED UPON TO THE BOARD AT THE BOARD'S NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH A CONTRACT WITH SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM (SCL HEALTH), EXCEPT FOR THE CEO AND CFO. FORM 990, PART VI, SECTION A, LINE 7A ONE BOARD MEMBER IS APPOINTED BY ST. MARY'S HOSPITAL AND REGIONAL MEDICAL CENTER. TWO BOARD MEMBERS ARE APPOINTED BY THE SISTERS OF CHARITY OF LEAVENWORTH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. IT WAS THEN REVIEWED BY THE FINANCE COMMITTEE WITH A RECOMMENDATION TO THE BOARD OF DIRECTORS TO APPROVE THE FORM 990. A COPY OF THE FORM 990 WAS PROVIDED TO AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S EXECUTIVES, DIRECTORS, MANAGERS, AND BOARD MEMBERS COMPLETE A NEW CONFLICT OF INTEREST (COI) DISCLOSURE FORM EACH YEAR. A COPY OF THE POLICY IS DISTRIBUTED ALONG WITH THE COI FORMS. IN THE EVENT OF A CHANGE OF CIRCUMSTANCE, EACH INDIVIDUAL WHO HAS ALREADY SIGNED A COI IS EXPECTED TO NOTIFY THE ORGANIZATION OF THE CHANGE AND UPDATE THE CONFLICT OF INTEREST INFORMATION. THE STATEMENTS ARE REVIEWED AND COI ISSUES ARE ADDRESSED AT THE APPROPRIATE LEVEL, WHICH IS GENERALLY THE BOARD CHAIR. AT THE BEGINNING OF BOARD AND BOARD COMMITTEE MEETINGS, THE QUESTION OF COI IS ASKED OF THOSE IN ATTENDENCE. WHEN AN ACTUAL CONFLICT IS IDENTIFIED, THE INDIVIDUAL IS EXCUSED FROM PARTICIPATING IN THE DISCUSSIONS AND DECISION-MAKING. FORM 990, PART VI, SECTION B, LINE 15 IN 2017, A COMPREHENSIVE WAGE STUDY WAS DONE FOR ALL OF MARILLAC'S POSITIONS; INCLUDING SENIOR LEADERSHIP. MARILLAC CONTRACTED WITH MOUNTAIN STATES EMPLOYERS COUNCIL, INC. (MSEC) TO PERFORM THIS STUDY. MSEC USED A VARIETY OF LOCAL, REGIONAL, AND NATIONAL RESOURCES TO DO THEIR ANALYSIS AND GENERATE THEIR RECOMMENDATIONS. THESE COMPREHENSIVE WAGE STUDIES ARE CONDUCTED EVERY OTHER YEAR, SO ANOTHER STUDY WILL BE CONDUCTED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 640,935. MANAGEMENT AND GENERAL EXPENSES 421,108. FUNDRAISING EXPENSES 24,655. TOTAL EXPENSES 1,086,698.