2019-11-14T09:39:46-06:00 2018-12-31 PricewaterhouseCoopers LLP 600 13TH ST NW STE 1000 DC WA 20005 990 2018-01-01 472070461 HOME CENTERED CARE INSTITUTE % JULIE SACKS COO HOME 6302839200 1900 EAST GOLF ROAD Suite 480 SCHAUMBURG IL 60173 THOMAS CORNWELL CEO 6302839200 2019-11-12 true TRAVIS L PATTON P00369623 2024141000 167.68.125.77 52580220193185000001 2019-11-14 P 50FCDBDE176C36E9803BF8B539BD90EB62E3DCE5 41A765B19CFEF2728BD28A0364A0ADC0B7A2C712 2018 2020-03-31 21:24:44Z THOMAS CORNWELL 1900 EAST GOLF ROAD SCHAUMBURG IL 60173 3952048 false X WWW.HCCINSTITUTE.ORG X 2014 IL IMPROVE THE ACCESSIBILITY AND QUALITY TO MEDICALLY COMPLEX PATIENTS AND THEIR CAREGIVERS, AND TO REDUCE OVERALL HEALTH CARE COSTS BY ADVANCING THE PRACTICE OF HOME CENTERED CARE 7 6 15 16 0 0 3221492 3820559 67250 63865 51829 61027 12000 6597 3352571 3952048 936982 1131110 0 0 1287080 1725727 0 0 272036 2014620 1549618 4238682 4406455 -886111 -454407 5563058 5355333 575739 777989 4987319 4577344 X TO IMPROVE THE ACCESSIBILITY AND QUALITY OF CARE AVAILABLE TO MEDICALLY COMPLEX PATIENTS AND THEIR CAREGIVERS, AND TO REDUCE OVERALL HEALTH CARE COSTS BY ADVANCING THE PRACTICE OF HOME CENTERED CARE. false false 1720033 631932 63865 EDUCATION AND TRAINING: HCCI IS AT THE FOREFRONT OF TRAINING PROFESSIONALS IN HOME-BASED PRIMARY CARE, DEVELOPING THE FIRST-EVER EDUCATION CURRICULUM THAT EXPLORES THE FULL SPECTRUM OF HOME-BASED PRIMARY CARE MEDICAL, SOCIAL AND ECONOMIC. OUR PROGRAM, DESIGNED FOR CLINICIANS, PRACTICE MANAGERS AND OTHER PROFESSIONALS INTERESTED IN HOME-BASED PRIMARY CARE, CONSISTS OF CLASSROOM EDUCATION, MENTORSHIP, HANDS-ON FELLOWSHIP AND ONLINE LEARNING OPPORTUNITIES. 518906 0 0 PRACTICE ENGAGEMENT AND IMPROVEMENT. ASSISTING PRACTICES WITH ONGOING DEVELOPMENT AND EXPANSION OF HOME BASED PRIMARY CARE. 651212 344178 0 RESEARCH: TO SOLIDIFY ITS PLACE AS A UNIQUE MODEL OF CARE, IT IS CRITICAL THAT HOME-BASED PRIMARY CARE (HBPC) BE BUILT ON EVIDENCE-BASED PRACTICES. HCCI IS CONTINUING TO GATHER INSIGHTS AND DEVELOP A GREATER UNDERSTANDING OF BEST CLINICAL AND OPERATIONAL PRACTICES. IN ADDITION, HCCI WORKS WITH ITS PARTNERS TO PROVIDE ONGOING RESEARCH TO DEMONSTRATE THE BENEFITS OF HBPC AND BEST WAYS TO IMPLEMENT AND EXPAND PRACTICES. 229237 155000 0 PUBLIC POLICY AND MEDICAL EDUCATION 229237 155000 0 3119388 true true false false false false false false false false true false false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 16 0 true 15 true false false false false false false false false false false false false X 7 6 false false false false false false false true true false false true true true true false false true true false IL X JULIE SACKS COO 6302839200 1900 EAST GOLF ROAD SUITE 480 SCHAUMBURG IL 60173 JAMES BRAMSEN BOARD CHAIR 1.0 0.0 X X 0 0 0 PETER WHINFREY BOARD VICE CHAIR 1.0 0.0 X X 0 0 0 ANDREA REDMOND TREASURER 1.0 0.0 X X 0 0 0 RICHARD MAYBURY DIRECTOR 1.0 0.0 X 0 0 0 ROBERT SOWISLO DIRECTOR 1.0 0.0 X 0 0 0 MINDY FAIN DIRECTOR 1.0 0.0 X 0 0 0 CHRIS HENSLEY DIRECTOR (RESIGNED DURING 2018 1.0 0.0 X 0 0 0 THOMAS CORNWELL MD SECRETARY & CEO 30.0 0.0 X X 274533 0 0 JULIE SACKS COO 50.0 0.0 X 237615 0 21218 MELISSA SINGLETON DIRECTOR OF EDU. & RESEARCH 50.0 0.0 X 140769 0 25519 LASZLO DIANOVSKY DIRECTOR OF IT 40.0 0.0 X 137346 0 8794 TRACY HULETT DIRECTOR OF MARKETING 40.0 0.0 X 133884 0 14272 924147 0 69803 5 false true true EDELMAN 200 EAST RANDOLPH DRIVE FL 62 CHICAGO IL 60601 MARKETING & PR SVS. 489456 NORTHWESTERN MEMORIAL HEALTHCARE PO BOX 73690 CHICAGO IL 60601 PHYSICIAN EXPERTISE 144246 HUBBARD GALBRAITH LLC 211 EAST OHIO SUITE 2623 CHICAGO IL 60611 ACCOUNTING SERVICES 143500 THE LHT GROUP 752 NORTH STATE STREET 228 WESTERVILLE OH 43082 ELEARNING DEVELOP. 113500 4 3820559 3820559 LIVE TRAINING REVENUE 611600 52615 52615 CONSULTING REVENUE 611600 11250 11250 63865 60854 60854 173 173 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER REVENUE 900099 6597 6597 6597 3952048 70462 61027 1131110 1131110 0 0 0 533367 400025 79220 54122 0 1099022 685575 274537 138910 2298 1418 642 238 0 91040 58281 23161 9598 0 41906 29954 11143 809 256618 160794 91294 4530 0 0 3960 3960 674885 304064 326985 43836 36604 24676 9384 2544 135809 48244 83981 3584 0 0 106728 66943 37904 1881 98442 77377 13412 7653 0 21030 2199 18831 90 90 0 99258 69528 28563 1167 27029 17071 9481 477 SPECIAL PROGRAM EVENTS 40272 38069 2177 26 HONORARIA EXPENSES 2000 2000 PROMOTIONAL EVENTS 365 365 FUNDRAISING EVENTS 2661 2661 1961 1970 -9 4406455 3119388 1015031 272036 1883056 2928068 0 0 350914 502020 0 0 0 0 0 0 0 0 0 0 242987 26193 295630 222486 131071 73144 2827738 1585116 0 0 0 0 0 0 127292 240792 5563058 5355333 575739 777989 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 575739 777989 X 1462176 1991420 3525143 2585924 0 0 4987319 4577344 5563058 5355333 X -454407 -24516 68948 X false true X true false X 0 8715816 2038206 3221492 3761878 17737392 0 72000 153500 79250 42000 346750 0 0 0 0 8787816 2191706 3300742 3803878 18084142 0 0 0 18084142 0 6893 79758 51829 17802 156282 0 0 6893 79758 51829 17802 156282 0 0 0 8794709 2271464 3352571 3821680 18240424 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2061 883 1178 202845 171514 31331 90725 50090 40635 73144 0 0 X 3927532 -24516 -24516 3952048 3952048 4337507 -68948 -68948 4406455 4406455 SCHEDULE D, PART X, LINE 2 TEXT FROM THE FOOTNOTE IN THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS: THE INSTITUTE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS A RESULT, NO LIABILITY HAS BEEN RECOGNIZED BY THE INSTITUTE FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2018. THE INSTITUTE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ANY INTEREST AND PENALTIES WOULD BE INCLUDED IN INCOME TAX EXPENSE ON THE STATEMENT OF ACTIVITIES. SCHEDULE D PART XII LINE 2B PRIOR YEAR GRANT ADJUSTMENTS (68,948) true ICAHN SCHOOL OF MEDICINE AT MT SINAI 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(C)(3) 85070 EDUCATION & TRAINING THE REGENTS OF UCSF 1855 FOLSOM STREET BOX 0812 SAN FRANCISCO CA 94143 946036493 501(C)(3) 127210 EDUCATION & TRAINING UNIVERSITY OF ARIZONA CENTER ON AGING 1303 E UNIVERSITY TUCSON AZ 857190521 742652689 501(C)(3) 140279 EDUCATION & TRAINING MEDSTAR TOTAL ELDER CARE LLC 100 IRVING ST NW WASHINGTON DC 20010 522087445 501(C)(3) 90921 EDUCATION & TRAINING THE CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 156444 EDUCATION & TRAINING AMERICAN ACADEMY OF HOME CARE MEDICINE 8735 W HIGGINS SUITE 300 CHICAGO IL 60631 521891671 501(C)(3) 155000 PUB. POLICY ADVOCACY RUSH RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON ST SUITE 300 CHICAGO IL 606073319 362174823 501(C)(3) 94178 HOME BASED PRIMARY CARE RESEARCH JOURNEY CARE FOUNDATION JOURNEY CARE FOUNDATION 2050 CLAIRE COURT GLENVIEW IL 60025 363820916 501(C)(3) 250000 HOME BASED PRIMARY CARE RESEARCH TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA TRUSTEES OF THE UNIVERSITY OF PENNS 3615 CHESTNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 32008 EDUCATION & TRAINING 9 PART I, LINE 2 MONITORING USE OF GRANT FUNDS THE MANAGEMENT TEAM CONDUCTS FIELD VISITS IN ADDITION TO REQUIRING FINANCIAL AND PROGRAMMATIC REPORTS FROM GRANTEES ON AN ONGOING BASIS. X X false false false false false false false false false THOMAS CORNWELL MD SECRETARY & CEO 48678 0 67500 0 158355 0 0 0 0 0 274533 0 JULIE SACKS COO 199615 0 38000 0 0 0 600 0 20618 0 258833 0 MELISSA SINGLETON DIRECTOR OF EDU. & RESEARCH 140769 0 0 0 0 0 16898 0 8621 0 166288 0 SCHEDULE J, PART II THOMAS CORNWELL'S COMPENSATION FROM HCCI REFLECTS AMOUNTS PAID ON A CASH BASIS FOR 2018. IN ADDITION, THOMAS CORNWELL IS AN EMPLOYEE OF NORTHWESTERN MEDICAL HEALTHCARE, AND WORKS FOR HCCI AS A LEASED EMPLOYEE. HCCI PAYS FOR A PORTION OF MR. CORNWELL'S SALARY, PLUS BENEFITS. HCCI PAID NORTHWESTERN FOR 0.6 HEADCOUNT FOR 2018. PART III, LINE 4D PUBLIC POLICY AND MEDICAL EDUCATION EXPENSES: $229,237 GRANTS: $155,000 REVENUE: NONE PART VI, LINE 11B - PROCESS FOR REVIEWING FORM 990 THE 990 RETURN IS PREPARED BY HCCI'S EXTERNAL TAX PREPARER PRICEWATERHOUSECOOPERS LLC, REVIEWED BY HCCI'S COO, CEO AND ACCOUNTING STAFF, AND CIRCULATED TO THE ENTIRE BOARD BEFORE FILING. PART VI, LINE 12C - CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD MEETING OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. CONFLICTS ARE REVIEWED AT THE BOARD LEVEL. PER THE POLICY, ANY OFFICER OR BOARD MEMBER THAT HAS A CONFLICTS RECUSES THEMSELVES FROM VOTING. PART VI, LINE 15A & 15B - DETERMINING OFFICER COMPENSATION THE COMPENSATION COMMITTEE OF HCCI DETERMINES THE COMPENSATION FOR THE CEO. COMPENSATION OF THE COO WAS DETERMINED BY REVIEW OF THE CEO AND CERTAIN MEMBERS OF THE BOARD OF DIRECTORS. PART XI, LINE 9 GRANT - PY/CY ACCRUAL ADJUSTMENT: ARKANSAS REPAYMENT - $6,642 REVERSE VNA ACCRUAL FROM PRIOR YEAR - $62,307 TOTAL ADJUSTMENTS: $68,949 FORM 990 PART IX LINE 11G DESCRIPTION:MARKETING & PR TOTAL FEES:491496 FORM 990 PART IX LINE 11G DESCRIPTION:INFORMATION TECHNOLOGY TOTAL FEES:33609 FORM 990 PART IX LINE 11G DESCRIPTION:FACULTY/CIRRICULUM TOTAL FEES:39501 FORM 990 PART IX LINE 11G DESCRIPTION:PRACTICE EVALUATIONS TOTAL FEES:30132 FORM 990 PART IX LINE 11G DESCRIPTION:SPECIALIZED FEES TOTAL FEES:27050 FORM 990 PART IX LINE 11G DESCRIPTION:GRANT WRITING & DONOR RESEARCH TOTAL FEES:43066 FORM 990 PART IX LINE 11G DESCRIPTION:HR CONSULTING SERVICE TOTAL FEES:10031