2019-11-12T09:40:07-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2018-07-01 560621073 CARE RING INC CARE 7043750172 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 SCOTT DAVIS TREASURER 7043750172 2019-10-31 1 JOHN NORMAN P01506766 7049985200 2019-10-31 67.137.57.251 2019-10-31 11:40:28 ED P ADD9B0FA008286EFA839A4825521FFB3520D5A5C D18C1715529234A212CBE61F6419471B1C972B41 2018 2020-03-31 21:24:44Z DON JONAS 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 3357117 0 X WWW.CARERINGNC.COM X 1955 NC TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 19 19 60 1700 0 44043 3265405 3009022 344121 344127 1889 3968 -30836 -30979 3580579 3326138 0 0 0 0 2598090 3020323 0 0 300132 711758 789444 3309848 3809767 270731 -483629 2537188 2104291 109600 150746 2427588 1953545 X TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 0 0 872308 242952 THE CLINIC OFFERS PRIMARY CARE AND REDUCED-COST LABORATORY SERVICES TO THE UNINSURED AND UNDERINSURED IN THE COMMUNITY. THE CLINIC PROVIDES HIGH-QUALITY PREVENTATIVE CARE AND HAS A SPECIAL FOCUS ON PROVIDING CHRONIC DISEASE MANAGEMENT THAT IMPROVES PATIENT MEDICATION COMPLIANCE AND ELIMINATES UNNECESSARY UTILIZATION OF THE EMERGENCY ROOM. TRACKING OF CLINICAL INDICATORS FOR DIABETES, HYPERTENSION AND HYPERLIPIDEMIA PATIENTS SHOWS THAT BETWEEN THEIR FIRST AND LAST VISIT TO THE CLINIC, APPROXIMATELY 78% OF CHRONIC DISEASE PATIENTS DEMONSTRATE AT LEAST A 10% IMPROVEMENT IN ONE OR MORE CLINICAL INDICATORS (E.G., DIASTOLIC BLOOD PRESSURE, HEMOGLOBIN A1C AND/OR TOTAL CHOLESTEROL). THE ORGANIZATION'S LOW-COST CLINIC PROVIDED CARE TO 2,098 AND 2,094 PATIENTS FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, RESPECTIVELY. 680147 101175 THE ORGANIZATION'S PHYSICIANS REACH OUT PROGRAM (PRO) PROVIDES ACCESS TO COMPREHENSIVE HEALTH CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LABS, DIAGNOSTIC TESTS AND HOSPITALIZATION. FOR EVERY DOLLAR INVESTED IN PRO, THE ORGANIZATION LEVERAGES $31 IN DONATED CARE PROVIDED BY APPROXIMATELY 1,600 VOLUNTEER PHYSICIANS, DENTISTS, AND ALLIED HEALTH PROFESSIONALS. FOR THE YEAR ENDED JUNE 30, 2019, PRO PROVIDED APPROXIMATELY $40.9 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 5,091 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2018, PRO PROVIDED APPROXIMATELY $33.2 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 4,405 PATIENTS ENROLLED IN THE PROGRAM. 1411878 THE ORGANIZATION'S NURSE-FAMILY PARTNERSHIP (NFP) PROGRAM IS AN EVIDENCE-BASED, INTENSIVE NURSE HOME-VISITATION PROGRAM FOR FIRST-TIME, LOW-INCOME MOTHERS IN MECKLENBURG COUNTY. VALIDATED BY OVER THIRTY YEARS OF RESEARCH, INCLUDING MULTIPLE RANDOMIZED-CONTROLLED TRIALS, NFP IS A PROVEN MODEL THAT BREAKS THE CYCLE OF POVERTY BY IMPROVING PREGNANCY OUTCOMES FOR MOTHER AND CHILD, IMPROVING CHILD HEALTH AND DEVELOPMENT, AND IMPROVING THE ECONOMIC SELF-SUFFICIENCY OF THE FAMILY. FROM THE PROGRAM'S INCEPTION IN DECEMBER 2008 THROUGH THE END OF FISCAL YEAR 2019, NFP HAS SERVED 1,144 FIRST-TIME MOMS AND 798 INFANTS WITH INTENSIVE HOME VISITATION SERVICES. 409765 CENTRAL TO THE ORGANIZATION'S SUCCESS IS OUR HOLISTIC APPROACH. THIS INCLUDES A FOCUS ON SOCIAL DETERMINANTS OF HEALTH, WHICH ARE THE HUMAN AND SOCIAL FACTORS (FOOD AND HOUSING INSECURITY, LANGUAGE BARRIERS, ETC.) THAT ARE TYPICALLY OUTSIDE THE SCOPE OF CARE FOR MOST CLINICAL PROVIDERS. THE ORGANIZATION HAS A SIX-PERSON CASE MANAGEMENT TEAM, INCLUDING THREE NURSES AND THREE BILINGUAL SOCIAL WORKERS. PATIENTS WITH COMPLEX NEEDS ARE OFFERED PERSONALIZED CASE MANAGEMENT INTERVENTIONS. THIS MAY INCLUDE MEDICATION MANAGEMENT AND DISEASE-SPECIFIC COUNSELING BY OUR NURSE CASE MANAGERS. THE SOCIAL WORK CASE MANAGERS WORK TO DIRECTLY CONNECT PATIENTS WITH UNMET ECONOMIC, SOCIAL AND EMOTIONAL NEEDS TO COMMUNITY ORGANIZATIONS THAT CAN PROVIDE ASSISTANCE AND RELIEF. THROUGH CASE MANAGEMENT THE ORGANIZATION IS PROVIDING OVER 2,000 PATIENTS A YEAR WITH WRAP-AROUND SUPPORT TO ADDRESS THOSE FACTORS THAT OFTEN MAKE ACHIEVING LONG-TERM HEALTH AND WELLNESS VERY DIFFICULT FOR OUR NEIGHBORS LIVING IN POVERTY. 409765 3374098 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 60 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CFSC SHARED SERVICES 7049439631 601 E 5TH STREET STE 450 CHARLOTTE NC 28202 JEFF R BRINKMAN CHAIR 2.00 X X 0 0 0 PHILIP A POLEY VICE CHAIR 2.00 X X 0 0 0 SCOTT B DAVIS TREASURER 2.00 X X 0 0 0 ALICIA V MORRIS SECRETARY 2.00 X X 0 0 0 WILLIAM W HADLEY IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 MARK MARKIEWICZ AT-LARGE REPRESENTATIVE 1.00 X X 0 0 0 SIDNEY M BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 SANDRA D BUCHANAN BOARD MEMBER 1.00 X 0 0 0 DEAN F CIKINS BOARD MEMBER 1.00 X 0 0 0 MEREDITH DOLHARE BOARD MEMBER 1.00 X 0 0 0 ADAM FLETT BOARD MEMBER 1.00 X 0 0 0 HEIDI HENDERSON BOARD MEMBER 1.00 X 0 0 0 COLLEEN HOLE BOARD MEMBER 1.00 X 0 0 0 ZACHARY S LANDRY BOARD MEMBER 1.00 X 0 0 0 ELISSA MOORE BOARD MEMBER 1.00 X 0 0 0 TAMA MORRIS BOARD MEMBER 1.00 X 0 0 0 ROBERT P RASPA BOARD MEMBER 1.00 X 0 0 0 MICHAEL RESTAINO BOARD MEMBER 1.00 X 0 0 0 MICHAEL TOMSIC BOARD MEMBER 1.00 X 0 0 0 DONALD JONAS EXECUTIVE DIRECTOR 40.00 X 106996 0 19886 CAROLYN MULLINS CHIEF OPERATIONS OFFICER 40.00 X 110785 0 6070 217781 0 25956 2 0 0 0 0 597423 61170 1385635 964794 6392 3009022 PROGRAM SERVICE FEES 900099 344127 344127 344127 3968 3968 0 61170 30979 -30979 -30979 3326138 344127 0 -27011 249403 149641 49881 49881 2085437 1938701 4386 142350 56908 52338 4570 449099 415168 3908 30023 179476 160507 4209 14760 229448 183525 20606 25317 86338 63371 16995 5972 3028 219 2809 36628 29558 3110 3960 141697 128944 1417 11336 43291 39925 3106 260 62498 54922 4841 2735 32252 13709 17543 1000 23020 21194 242 1584 SUPPLIES EXPENSE 59750 55563 2431 1756 PROGRAM ASSISTANCE 42757 42757 EQUIPMENT RENTAL 22402 20186 598 1618 OTHER 6335 3870 2264 201 3809767 3374098 135537 300132 712932 350068 190686 190772 634531 646752 210020 178050 77830 45411 313106 196919 111552 116187 304857 287651 294780 289400 2537188 2104291 109600 150746 109600 150746 X 906358 856396 1358089 934008 163141 163141 2427588 1953545 2537188 2104291 -483629 9586 0 X X 0 1 X 1 0 X 2168202 2922692 2696102 3265405 3009022 14061423 2168202 2922692 2696102 3265405 3009022 14061423 358465 13702958 16914 6989 1049 1889 3968 30809 14092232 1822693 0.97240 0.97050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 304857 12009 26786 2429 287651 283067 24168 2377 304857 265904 33752 15201 1388 283067 340469 -6501 65137 2927 265904 334904 9461 3896 340469 1.00000 1 0 213499 135249 78250 99607 61670 37937 116187 COMMUNITY FOUNDATION ACCOUNT 287651 F 287651 DEFERRED LEASE COSTS 284000 OTHER RECEIVABLES 5400 289400 X 44327553 9586 40991829 41001415 3326138 0 3326138 44801596 40991829 40991829 3809767 0 3809767 PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION IS A NORTH CAROLINA NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. EFFECTIVE JANUARY 1, 2018, THE ORGANIZATION WAS REQUIRED TO PAY A TAX ON UNRELATED BUSINESS INCOME DERIVED FROM PARKING BENEFITS PROVIDED TO ITS EMPLOYEES. AT JUNE 30, 2018, THE CENTER RECORDED A TAX LIABILITY OF APPROXIMATELY $1,000. AT JUNE 30, 2019, THERE WAS NO RECORDED TAX LIABILITY. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX PROVISIONS. AS A RESULT OF THIS STANDARD, THE ORGANIZATION HAS EVALUATED ITS TAX POSITION AND HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 OR 2018. LUNCHEON 55545 55545 5910 17740 7329 1 5625 5625 61170 61170 5910 17740 7329 30979 -30979 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE INTERNAL COMMITTEE PRIOR TO BEING FILED WITH THE IRS. THE BOARD OF DIRECTORS WILL ALSO RECEIVE A COPY OF THE 990 PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EFFECTIVELY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THAT IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CARE RING EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR, THE VICE CHAIR/EXTERNAL COMMITTEE CHAIR, TREASURER/INTERNAL COMMITTEE CHAIR, SECRETARTY/GOVERNANCE COMMITTEE CHAIR, IMMEDIATE PAST CHAIR, AND AT-LARGE OFFICER, AND THE HUMAN RESOURCES DIRECTOR (NON-VOTING, CURRENTLY SHARON DAVIS). THE COMMITTEE FIRST MEETS TO CONFIRM THE GOALS AND CONSIDER COMPENSATION. THE COMMITTEE USES FOUR SALARY SURVEY SOURCES (MERCER, CFSC PEER ANALYSIS, GUIDESTAR AND NONPROFIT TIMES) TO BENCHMARK COMPENSATION FOR THE POSITION. IN ADDITION TO THE SALARY SURVEY DATA, THE COMMITTEE CONSULTS THE ANNUAL BUDGET PREPARED BY THE TREASURER AND THE CONTROLLER. THE ANNUAL BUDGET CONTAINS A DETAILED SCHEDULE OF COMPENSATION FOR EMPLOYEES AND THE EXECUTIVE DIRECTOR. ONCE THE COMMITTEE REACHES A CONSENSUS REGARDING PERFORMANCE, IT DISCUSSES COMPENSATION RELATIVE TO THE ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS FOR REVIEW AND APPROVAL DURING AN EXECUTIVE SESSION AT THE BOARD MEETING. THE EXECUTIVE DIRECTOR IS NOT PRESENT FOR THE SESSION. FOLLOWING THE EXECUTIVE SESSION, THE BOARD CHAIR INFORMS THE EXECUTIVE DIRECTOR OF THE BOARD'S COMPENSATION DECISION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.