2018-11-13T14:39:25-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2017-07-01 560621073 CARE RING INC CARE 7043750172 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 SCOTT DAVIS TREASURER 7043750172 2018-11-08 1 JOHN NORMAN P01506766 7049985200 2018-11-08 67.137.57.251 2018-11-08 17:30:00 ES P 13239EC41019BF828364F62312B59C2EE4B1EDC0 05D40396C64CAAEAD6B5F0229E39251D2935E1B1 2017 2019-02-21 02:37:17Z DON JONAS 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 3637095 0 X WWW.CARERINGNC.COM X 1955 NC TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 17 17 54 1622 0 17600 2696102 3265405 266694 344121 1049 1889 -35668 -30836 2928177 3580579 0 0 0 0 2415373 2598090 0 0 303937 776360 711758 3191733 3309848 -263556 270731 2211104 2537188 76037 109600 2135067 2427588 TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 0 0 876992 269640 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 LOWCOST CLINIC PROVIDED CARE TO 2,094 AND 2,216 PATIENTS FOR THE YEARS ENDED JUNE 30, 2018 AND 2017, RESPECTIVELY. 712719 74481 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, 2018, PRO PROVIDED APPROXIMATELY $33.2 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 4,405 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2017, PRO PROVIDED APPROXIMATELY $17.4 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 4,026 PATIENTS ENROLLED IN THE PROGRAM. 1317410 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 2018, NFP HAS SERVED 999 FIRST-TIME MOMS AND 680 INFANTS WITH INTENSIVE HOME VISITATION SERVICES. 2907121 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 5 0 54 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 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 WAYNE BLAND BOARD MEMBER 1.00 X 0 0 0 SIDNEY M BERNSTEIN 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 COLLEEN HOLE BOARD MEMBER 1.00 X 0 0 0 TAMA MORRISRNPHD BOARD MEMBER 1.00 X 0 0 0 MOLLY PLISZKA RPH BOARD MEMBER 1.00 X 0 0 0 ROBERT RASPA PA-C BOARD MEMBER 1.00 X 0 0 0 MICHAEL RESTAINO BOARD MEMBER 1.00 X 0 0 0 MICHELLE S SPAK BOARD MEMBER 1.00 X 0 0 0 LINDSAY M DEL GROSSO BOARD MEMBER 1.00 X 0 0 0 JOHN P STILLERMAN BOARD MEMBER 1.00 X 0 0 0 DONALD JONAS EXECUTIVE DIRECTOR 40.00 X 101080 0 24968 101080 0 24968 1 0 0 0 0 546862 81122 1541939 1095482 2550 3265405 PROGRAM SERVICE FEES 900099 344121 344121 344121 1889 1889 25680 81122 56516 -30836 -30836 3580579 344121 0 -28947 134440 80664 26888 26888 1906827 1732516 11647 162664 49864 45444 933 3487 347682 317409 5047 25226 159277 141231 2901 15145 213265 178157 4620 30488 75467 53834 15429 6204 6279 1094 5185 28873 23285 2085 3503 131758 116587 1747 13424 35129 30270 1997 2862 47277 41524 5314 439 28727 9941 17786 1000 25088 22833 207 2048 SUPPLIES 71654 68902 724 2028 EQUIPMENT RENTAL 24534 20926 950 2658 PROGRAM ASSISTANCE 19713 19713 OTHER 3994 2791 515 688 3309848 2907121 98790 303937 448121 712932 190599 190686 564438 634531 240188 210020 36383 77830 284219 172667 130358 111552 283067 304857 317950 294780 2211104 2537188 76037 109600 76037 109600 X 850123 906358 1121803 1358089 163141 163141 2135067 2427588 2211104 2537188 270731 21790 0 X X 0 1 X 1 1 1 X 1853820 2168202 2922692 2696102 3265405 12906221 1853820 2168202 2922692 2696102 3265405 12906221 326532 12579689 10621 16914 6989 1049 1889 37462 18000 18000 12961683 1734016 0.97050 0.96350 X 283067 24168 2377 304857 265904 33752 15201 1388 283067 340469 -6501 65137 2927 265904 334904 9461 3896 340469 290721 47690 3507 334904 1.00000 1 0 213499 121316 92183 70720 51351 19369 111552 COMMUNITY FOUNDATION ACCOUNT 304857 F 304857 DEFERRED LEASE COSTS 292000 OTHER RECEIVABLES 2780 294780 X 36944124 21790 33301173 33322963 3621161 -40582 -40582 3580579 36651603 33301173 40582 33341755 3309848 0 3309848 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. THE CENTER HAD NO TAX LIABILITY AS OF JUNE 30, 2017. 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, 2018 OR 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENTS EXPENSES -40,582. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENTS EXPENSES 40,582. LUNCHEON 65281 65281 5495 26319 8769 GOLFING FORE A HEALTHY CHARLOTTE 35222 11572 23650 6000 3082 1 6299 4269 2030 2838 1000 3013 106802 81122 25680 11495 29157 1000 14864 56516 -30836 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.