2019-05-15T10:22:25-05:00 2018-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2017-07-01 311126780 EQUITAS HEALTH INC EQUI 6142992437 4400 N HIGH ST NO 300 COLUMBUS OH 43214 WILLIAM HARDY PRESIDENT AND CEO 6142992437 2019-05-10 1 JANE E PFEIFER P00014949 6148852208 2019-05-10 74.121.64.251 2019-05-10 08:46:29 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 43193D7E285FBB46672E0D2F2EDCC06EAB8A5FE8 2017 2019-02-21 02:37:17Z WILLIAM HARDY 4400 N HIGH ST NO 300 COLUMBUS OH 43214 73256062 0 X WWW.EQUITASHEALTH.COM X 1984 OH OUR MISSION IS TO BE THE GATEWAY TO GOOD HEALTH FOR THOSE AT RISK OF OR AFFECTED BY HIV/AIDS, FOR THE LGBTQ COMMUNITY, AND FOR THOSE SEEKING A WELCOMING HEALTHCARE HOME. 11 11 455 500 253915 -17124 11751583 13466155 1252616 2210902 13652 8657 12191757 20665294 25209608 36351008 1160755 1045441 0 0 15437253 20852447 0 0 1022338 6693517 8076715 23291525 29974603 1918083 6376405 16469350 22153407 5399257 4706909 11070093 17446498 X OUR MISSION IS TO BE THE GATEWAY TO GOOD HEALTH FOR THOSE AT RISK OF OR AFFECTED BY HIV/AIDS, FOR THE LGBTQ COMMUNITY, AND FOR THOSE SEEKING A WELCOMING HEALTHCARE HOME. 1 0 10125069 588 22299623 EQUITAS HEALTH AND EQUITAS HEALTH PHARMACY:THE COLUMBUS AND DAYTON CENTERS PROVIDE A FULL RANGE OF INTEGRATED TREATMENT AND SUPPORTIVE SERVICES, INCLUDING SPECIALIZED HIV AND PRIMARY MEDICAL CARE, HIV TESTING, BEHAVIORAL HEALTH TREATMENT, BIOMEDICAL PREVENTION TREATMENT, FINANCIAL ASSISTANCE, MEDICAL CASE MANAGEMENT AND PREVENTION COUNSELING. A FULL-SERVICE PHARMACY PROVIDING MEDICATIONS, ON-SITE ADHERENCE COUNSELING, AND CLINICAL PHARMACY SERVICES ARE AVAILABLE TO PATIENTS ACROSS OHIO. 10057215 1044667 CARE: A COMPREHENSIVE ARRAY OF TREATMENT AND SUPPORT SERVICES FOR THOSE LIVING WITH HIV/AIDS, INCLUDING PRIMARY AND INFECTIOUS DISEASE MEDICAL TREATMENT, BEHAVIORAL HEALTH TREATMENT, MEDICAL AND HOUSING CASE MANAGEMENT, EMERGENCY FINANCIAL AID, HOUSING ASSISTANCE/HOMELESSNESS PREVENTION, PANTRY/NUTRITION, SUPPORT GROUPS, TREATMENT ADHERENCE, PHARMACY AND MEDICATIONS, EDUCATION AND QUALITY OF LIFE. 2869736 186 PREVENTION:ACTIVITIES THAT WORK AT VARIOUS LEVELS OF THE HIV CARE CONTINUUM TO REDUCE HIV TRANSMISSION THROUGH HIV TESTING/COUNSELING/REFERRAL, BIOMEDICAL PREVENTION ACTIVITIES AND SERVICES, HIGH IMPACT PREVENTION MODALITIES, EVIDENCED-BASED INTERVENTIONS, EDUCATIONAL AND OUTREACH ACTIVITIES THAT INCREASE AWARENESS, PROVIDE ACCURATE INFORMATION, AND ENCOURAGE CHANGES IN KNOWLEDGE, ATTITUDES AND BEHAVIORS THAT AFFECT THE SPREAD OF HIV. 1017192 PUBLIC POLICY:AT LOCAL, STATE AND FEDERAL LEVELS, EQUITAS HEALTH CONTINUALLY SEEKS TO BUILD PUBLIC SUPPORT AND POLICY CHANGE INCLUDING INCREASED FUNDING AND ENHANCED ACCESS FOR HIV RELATED CARE, SERVICES AND PREVENTION ACTIVITIES.PRIZM:SOCIAL ENTERPRISE TO CONNECT LGBTQ+ PEOPLE ACROSS OHIO TO A STATEWIDE COMMUNITY, THROUGH AMAGAZINE THAT COVERS NEWS, POLITICS, HEALTH, ARTS, ENTERTAINMENT, FASHION AND CULTURE. 1017192 24069212 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 374 1 1 455 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 6142992437 4400 N HIGH ST NO 300 COLUMBUS OH 43214 SAM RINEHART CFP CLU CHAIR 0.50 X X 0 0 0 DENSIL RR PORTEOUS II VICE CHAIR 0.50 X X 0 0 0 CAROL BAUER SC TREASURER 0.50 X X 0 0 0 KAARINA ORNELAS SECRETARY 0.50 X X 0 0 0 STEVE COONEY TRUSTEE 0.50 X 0 0 0 JAMES FERGUSON TRUSTEE 0.50 X 0 0 0 JAMES HILT TRUSTEE 0.50 X 0 0 0 RICH MACHINSKI TRUSTEE 0.50 X 0 0 0 BARRY S MCCORKLE MD FACP TRUSTEE 0.50 X 0 0 0 FRAN SCOTT TRUSTEE 0.50 X 0 0 0 KIRK STAGER TRUSTEE 0.50 X 0 0 0 EVAN STEFFENS RN MS CS TRUSTEE 0.50 X 0 0 0 SE-SE YENNES TRUSTEE 0.50 X 0 0 0 VIRGILIO ACEVEDO TRUSTEE 0.50 X 0 0 0 KATHLEEN HERATH TRUSTEE 0.50 X 0 0 0 ROBERT COPELAND TRUSTEE 0.50 X 0 0 0 STEVE PAXTON TRUSTEE 0.50 X 0 0 0 WILLIAM HARDY PRESIDENT/CEO 40.00 X 493470 0 20154 FIKRU NIGUSSE CHIEF FINANCIAL OFFICER 40.00 X 156271 0 25067 PEGGY ANDERSON CHIEF OPERATING OFFICER 40.00 X 270943 0 9798 AARON CLARK DIR. OF PHARM. SVCS 40.00 X 211138 0 14995 CHAD BRAUN CHIEF MED. OFF. 40.00 X 179823 0 4395 JOEL DIAZ CHIEF MKTG OFF. 40.00 X 150831 0 13646 HEATHER CROCKETT-MILLER DIR. OF DENTAL SVCS 40.00 X 157004 0 17617 MATTHEW INSLEY PHARMACY MGR 40.00 X 152662 0 29106 PHILLIP PAUVLINCH PHARMACY MGR 40.00 X 130706 0 12840 SANDRA POPTIC PHARMACY MGR 40.00 X 137739 0 28067 2040587 0 175685 18 0 1 0 FAHLGREN INC 4030 EASTON STATION SUITE 300 COLUMBUS OH 43219 ADVERTISING/MEDIA CAMPAIGN 545827 THE DAIMLER GROUP 1533 LAKE SHORE DR COLUMBUS OH 43204 CONSTRUCTION 311211 BENEFACTOR GROUP 450 S FRONT ST COLUMBUS OH 43215 CONSULTING 169582 BRENNAN MANNA DIAMOND LLC 250 CIVIC CENTER DR SUITE 300 COLUMBUS OH 43215 LEGAL 149684 4 160650 283013 12308834 713658 33387 13466155 MEDICAL INCOME 624100 1956987 1956987 PRIZM SOCIAL ENTERPRISE 511120 253915 253915 2210902 8657 8657 414186 283013 293589 120597 120597 56954101 36611465 20342636 20342636 MISCELLANEOUS INCOME 900099 202061 202061 202061 36351008 22299623 253915 331315 1045441 1045441 1386054 1101818 232762 51474 15455570 12257697 2613771 584102 2752301 2277102 404777 70422 1258522 1022569 187122 48831 18000 18000 1938886 1417917 443830 77139 395637 284319 96185 15133 467040 344798 103411 18831 1834507 1537790 267234 29483 393283 337279 43028 12976 179653 28350 142707 8596 29704 27717 1987 469603 363160 104689 1754 MEDICAL EXPENSES 867863 866873 990 SUPPLIES 629259 418972 170244 40043 CONTRACT SERVICES 234452 230604 3848 STAFF DEVELOPMENT 201480 153380 46575 1525 417348 335426 19893 62029 29974603 24069212 4883053 1022338 5261559 9622840 2593391 3296762 4372548 4411981 1423613 1741495 350585 539202 3958652 1598900 2452965 2359752 718 639 13971 180736 16469350 22153407 4217328 3668481 10849 5025 1171080 1033403 5399257 4706909 X 10965345 17353198 104748 93300 11070093 17446498 16469350 22153407 6376405 0 X X 0 1 X 1 1 1 X 8683078 9763883 10245144 11751583 13466155 53909843 8683078 9763883 10245144 11751583 13466155 53909843 53909843 18695 4313 5391 13652 8657 50708 13597 17112 14131 91790 202061 338691 54299242 58334257 0.99280 0.99560 X 0 0 0 0 0 0 1 18000 0 0 18000 0 PART II-B, LINE 1: THE ORGANIZATION PAID A LOBBYING FIRM $18,000 FOR LOBBYING/GOVERNMENT AFFAIRS ON BEHALF OF SYRINGE ACCESS, HARM REDUCTION, PHARMACY, 340B, MEDICAID, HIV CRIMINALIZATION, AND THE OHIO FAIRNESS ACT. 1704551 608486 1096065 1441415 578792 862623 812686 411622 401064 2359752 73324958 362485 36611465 36973950 36351008 0 36351008 66948553 362485 36611465 36973950 29974603 0 29974603 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 36,611,465. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 36,611,465. AIDS WALK 234451 234451 38032 27 500 74640 ART FOR LIFE 222640 22275 200365 3093 39250 3 240108 26287 213821 61196 162 76689 697199 283013 414186 102321 189 500 190579 293589 120597 SCHEDULE G, PART II, LINE 11: NET INCOME FROM FUNDRAISING EVENTS DOES NOT INCLUDE CHARITABLE CONTRIBTIONS REPORTED ON SCHEDULE G, PART II, LINE 2. THESE AMOUNTS REPRESENT MONEY PROVIDED BY INDIVIDUALS AND ORGANIZATIONS AT THESE EVENTS IN WHICH NO VALUE WAS RECEIVED BY THE DONORS. THESE FUNDS ARE NOT INCLUDED IN THE FUNDRAISING EVENTS NET INCOME BECAUSE IT IS REPORTED AS CONTRIBUTIONS ON THE FORM 990, PART VIII, LINE 1C. THE REMAINING NET INCOME FROM THE FUNDRAISING EVENTS ARE REPORTED ON THE FORM 990, PART VIII, LINE 8C. 1 DIRECT SERVICES AND SUPPORT FOR INDIVIDUALS LIVING WITH HIV/AIDS. 6146 1045241 FORM 990, SCHEDULE I PART III ALL FINANCIAL ASSISTANCE TO CLIENTS IS PROVIDED IN COMPLIANCE WITH THE ORGANIZATION'S CLIENT SERVICES POLICIES AND FEDERAL AND STATE PROGRAM REGULATIONS, INCLUDING THOSE OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT HOUSING OPPORTUNITIES FOR PEOPLE WITH AIDS, RYAN WHITE TREATMENT MODERNIZATION ACT OF 2006, AND FEDERAL EMERGENCY ASSISTANCE ACT IMPLEMENTATION. THESE ACTIVITIES ARE MONITORED INTERNALLY BY PROGRAM LEADERSHIP AND REGULARLY BY THE GOVERNMENTAL GRANTORS, THE COMPLIANCE OFFICER AND THE ANNUAL INDEPENDENT AUDIT. QUALIFICATION CRITERIA INCLUDES VERIFICATION OF HIV STATUS, VERIFICATION OF RESIDENCY, VERIFICATION OF INCOME AND EXPENSES, DEMONSTRATED FINANCIAL NEED, AND DEVELOPMENT OF AN INDIVIDUAL SERVICE PLAN. GENERALLY IT IS THE POLICY OF THE AGENCY TO NOT ISSUE PAYMENTS DIRECTLY TO CLIENTS, CONSISTENT WITH ALL GRANT/FUNDER GUIDELINES. CHECKS ARE TYPICALLY ISSUED ONLY TO PROVIDERS OF HEALTH CARE, HOUSING, UTILITIES AND OTHER APPROVED SERVICES. CHECKS ARE DISBURSED ONLY AFTER A WRITTEN REQUEST BY THE CASE MANAGER HAS BEEN APPROVED BY THE DIRECTOR OF CLIENT SERVICES, HOUSING DIRECTOR, OR CHIEF OPERATING OFFICER. ALL DOCUMENTATION IS RETAINED AS PART OF THE CLIENT'S INDIVIDUAL FILE AND WITHIN THE ORGANIZATION'S FISCAL FILES. X X X X 0 0 0 0 0 1 0 0 0 WILLIAM HARDY PRESIDENT/CEO 493470 0 0 0 0 0 10600 0 9554 0 513624 0 0 0 FIKRU NIGUSSE CHIEF FINANCIAL OFFICER 156271 0 0 0 0 0 2310 0 22757 0 181338 0 0 0 PEGGY ANDERSON CHIEF OPERATING OFFICER 270943 0 0 0 0 0 9157 0 641 0 280741 0 0 0 AARON CLARK DIR. OF PHARM. SVCS 184497 0 26641 0 0 0 7461 0 7534 0 226133 0 0 0 CHAD BRAUN CHIEF MED. OFF. 179823 0 0 0 0 0 0 0 4395 0 184218 0 0 0 JOEL DIAZ CHIEF MKTG OFF. 150831 0 0 0 0 0 6112 0 7534 0 164477 0 0 0 HEATHER CROCKETT-MILLER DIR. OF DENTAL SVCS 157004 0 0 0 0 0 1325 0 16292 0 174621 0 0 0 MATTHEW INSLEY PHARMACY MGR 152662 0 0 0 0 0 6349 0 22757 0 181768 0 0 0 SANDRA POPTIC PHARMACY MGR 137739 0 0 0 0 0 5310 0 22757 0 165806 0 0 0 PART I, LINE 6 THE DIRECTOR OF PHARMACY, AARON CLARK, RECEIVES A BONUS OF UP TO 15% OF HIS SALARY FROM A RELATED ORGANIZATION, AMC OHIO PHARMACY, THAT IS CONTINGENT ON THE ACHIEVEMENT OF VARIOUS GOALS. X 2 4600 RETAIL VALUE X 350 RETAIL VALUE X 12169 RETAIL VALUE X 20 360 X GIFT CERTIFICATES 1254 15908 RETAIL VALUE 0 1 0 FORM 990, PART III, LINE 2 PRIZM: SOCIAL ENTERPRISE TO CONNECT LGBTQ+ PEOPLE ACROSS OHIO TO A STATEWIDE COMMUNITY, THROUGH A MAGAZINE THAT COVERS NEWS, POLITICS, HEALTH, ARTS, ENTERTAINMENT, FASHION AND CULTURE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING. A COPY IS MADE AVAILABLE TO THE GOVERNING BODY ON THE ORGANIZATION'S WEBSITE AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EQUITAS HEALTH INC COMPLIES WITH ALL APPLICABLE LAWS AND REGULATIONS AND EXPECTS ITS DIRECTORS, OFFICERS, AND EMPLOYEES TO CONDUCT BUSINESS IN ACCORDANCE WITH THE LETTER, SPIRIT AND INTENT OF ALL RELEVANT LAWS AND REFRAIN FROM ANY ILLEGAL, DISHONEST, OR UNETHICAL CONDUCT. ALL STAFF AND BOARD MEMBERS ARE EXPECTED TO FULLY UNDERSTAND AND ADHERE TO THE CODE OF ETHICS WRITTEN, DETAILED POLICIES OUTLINING SPECIFIC TYPES OF CONFLICTS OF INTEREST AND THE APPEARANCE OF SUCH CONFLICTS ARE PROVIDED AND SIGNED BY ALL EMPLOYEES AND BOARD MEMBERS. ALL EMPLOYEES, TRUSTEES, AND OFFICERS ARE OBLIGED TO AVOID ANY SITUATION IN WHICH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST COULD ARISE, ANY SITUATION OR ACTIVITY INVOLVING A POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN ADVANCE, IN WRITING, TO EQUITAS HEALTH INC'S HUMAN RESOURCES DEPARTMENT IN ACCORDANCE WITH THIS POLICY. COMPLIANCE WITH THESE POLICIES IS MONITORED BY THE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES AND IS BASED UPON COMPARABILITY DATA. THIS PROCESS WAS LAST UNDERTAKEN IN 2018. COMPENSATION OF KEY EMPLOYEES IS REVIEWED AND APPROVED ANNUALLY BY THE CEO BASED UPON PERFORMANCE INDICATORS AND COMPENSATION DATA FOR FUNCTIONALLY COMPARABLE POSITIONS AND QUALIFICATIONS AT SIMILAR ORGANIZATIONS. THIS PROCESS IS ASSISTED BY THE USE OF AN EXTERNAL HR COMPENSATION FIRM TO DETERMINE REASONABLE COMPENSATION SCALES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION UPON THE REQUEST OF THIS INFORMATION. FORM 990: PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMC OHIO LLC 4400 N HIGH ST SUITE 300 COLUMBUS OH 43201 320377156 PHARMACY OH 57005999 42157552 EQUITAS HEALTH INC PRIZM LLC 4400 N HIGH ST SUITE 300 COLUMBUS OH 43201 822488153 SOCIAL ENTERPRISE OH 255415 0 EQUITAS HEALTH INC