2018-02-02T13:47:45-06:00 2017-03-31 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2016-04-01 561004791 WAKE HEALTH SERVICES INC % STEVEN SHELTON WAKE 9192502923 1001 ROCK QUARRY RD RALEIGH NC 27610 STEVEN R SHELTON CFO 9192502923 2017-11-30 true Krystal K Creach P01248198 4178658701 167.68.126.162 43032920180335000000 2018-02-02 P 8BF815C836A3C7FA9EFCE48368DE16337EC77200 9ED1AFD43ECA266599EA2022F4AABFE45DA09571 2016 2021-01-29 14:40:06Z ADVANCE COMMUNITY HEALTH PENELLA WASHINGTON 1001 ROCK QUARRY RD RALEIGH NC 27610 14329426 false X WWW.ADVANCECHC.ORG X 1972 NC WHSI DBA ADVANCE COMMUNITY HEALTH PROVIDES QUALITY HEALTH CARE IN SEVEN LOCATIONS TO THE RESIDENTS OF WAKE & FRANKLIN COUNTIES, NC. SEE SCH O FOR ADDITIONAL DETAILS. 14 14 217 16 0 0 1998986 4701747 4304399 9619138 -74419 8541 -364 0 6228602 14329426 0 0 0 0 3044433 8412064 0 0 36115 1619038 6098668 4663471 14510732 1565131 -181306 4699497 4301241 3593924 3327974 1105573 973267 X TO DELIVER QUALITY, COMPASSIONATE PRIMARY HEALTH CARE - EVERY PATIENT, EVERY TIME - IN RESPONSE TO NEEDS OF OUR COMMUNITIES. false false 7179049 7329783 FAMILY MEDICINE: FAMILY MEDICINE SERVICES INCLUDE PREVENTATIVE, ACUTE, AND CHRONIC CARE SERVICES. THESE INCLUDE BUT ARE NOT LIMITED TO DIABETIC CARE AND EDUCATION, NUTRITION COUNSELING, ASTHMA CARE, WOMEN'S HEALTH, WEIGHT MANAGEMENT AND HYPERTENSION. 1599844 1616015 PEDIATRICS: THE PEDIATRIC PRACTICE PROVIDES A FULL RANGE OF PRIMARY MEDICAL SERVICES TO ITS PATIENTS. EMPHASIS WAS PLACED ON WELL CHILD CARE, IMMUNIZATIONS, ASTHMA CARE AND PREVENTION AND WEIGHT MANAGEMENT/NUTRITION COUNSELING. 810048 567529 DENTISTRY: THE DENTAL PROGRAM OPERATES IN A STATE OF THE ART 10 OPERATORY SPACE. SERVICES HAVE HISTORICALLY INCLUDED ORAL HYGIENE, RESTORATIVE SERVICES AND EXTRACTIONS, HOWEVER WITH THE RELOCATION THAT OCCURRED IN FY 2015, THE FIRST INITIATIVE WAS TO PARTNER WITH THE PEDIATRICS PROGRAM TO ENSURE SCHOOL AGED CHILDREN AND BABIES FROM THE FIRST TOOTH ARE RECEIVING APPROPRIATE DENTAL CARE. 536657 105811 10125598 true true false true false false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 33 0 true 217 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X STEVEN SHELTON 9192502939 1001 ROCK QUARRY RD RALEIGH NC 27610 JAMES R ALLEN BOARD MEMBER 3.0 0.0 X 0 0 0 RAJ BAHADUR BOARD MEMBER 2.0 0.0 X 0 0 0 ELAINE P BROWN BOARD MEMBER 3.0 0.0 X 0 0 0 DEBORAH CANTY BOARD MEMBER 2.0 0.0 X 0 0 0 LAURA E EDWARDS BOARD MEMBER 2.0 0.0 X 0 0 0 HAROLD R HICKS VICE CHAIR 3.0 0.0 X X 0 0 0 MARY H JACKSON BOARD MEMBER 2.0 0.0 X 0 0 0 LAINI JARRETT BOARD MEMBER 2.0 0.0 X 0 0 0 CARLA A MENA BOARD MEMBER 3.0 0.0 X 0 0 0 CHARLES KONIGSBERG JR BOARD MEMBER BEG 2/2017 2.0 0.0 X 0 0 0 MARQUETTE DAVIS RUSSELL SECRETARY 3.0 0.0 X X 0 0 0 JAMES W TEAGLE III TREASURER BEG 05/2016 3.0 0.0 X X 0 0 0 ACIE L WARD BOARD CHAIR 3.0 0.0 X X 0 0 0 HERMAN P WILKINS BOARD MEMBER 2.0 0.0 X 0 0 0 PENELLA WASHINGTON CHIEF EXECUTIVE OFFICER 40.0 0.25 X 176000 0 12527 AMY LEWIS CHIEF HR OFFICER BEG 7/2016 40.0 0.0 X 46538 0 4157 STEVEN SHELTON CFO BEG 9/2016 40.0 0.25 X 44154 0 3233 MICHELLE BUCKNOR CHIEF MEDICAL OFFICER 40.0 0.0 X 239500 0 4275 JACK JUSTICE CFO END 4/2016 40.0 0.25 X 47304 0 1097 CHARLES FAUST COO END 10/2016 40.0 0.25 X 124818 0 6790 NICOLE BLAKE HR EXECUTIVE END 4/2016 40.0 0.0 X 24101 0 640 GLENN FEOLE PHYSICIAN 40.0 0.0 X 158100 0 3766 FARAZ AKHTAR PHYSICIAN 40.0 0.0 X 170853 0 5610 ISAIAS EMILIO MELO-LIZARDO PHYSICIAN 40.0 0.0 X 175543 0 8568 JACQUELINE ROOKWOOD PHYSICIAN 40.0 0.0 X 181303 0 8268 DOUGLAS WADESON PHYSICIAN 40.0 0.0 X 170584 0 10479 1558798 0 69410 11 false true false BKD LLP PO BOX 1190 SPRINGFIELD MO 65801 AUDIT/TAX/COST RPT 113832 HEALTH CENTER GURUS LLC 4915 WATERS EDGE DR STE 23 RALEIGH NC 27606 BILLING 243570 2 4064274 637473 4701747 NET PATIENT SERVICE REVENUE 624100 9320990 9320990 OTHER REVENUE 900099 298148 298148 9619138 0 0 0 0 0 0 8541 8541 8541 8541 0 0 0 0 0 0 0 0 0 0 14329426 9619138 8541 0 0 0 0 735134 566196 168938 0 6544098 4186933 2345050 12115 76537 48915 27622 461074 311474 149600 595221 399473 195748 0 11000 11000 263250 263250 0 0 0 1419458 739747 657185 22526 4644 4644 306064 143440 161150 1474 335629 200963 134666 0 1234746 1162925 71821 14188 8481 5707 0 99508 62793 36715 48186 132 48054 0 101563 60127 41436 67523 46576 20947 BAD DEBT 1444572 1444572 MEDICAL SUPPLIES & DRUGS 526280 526280 PATIENT SERVICES 116529 116529 RECRUITING & RETENTION 89042 87562 1480 16486 12480 4006 14510732 10125598 4349019 36115 376085 226504 149966 0 10350 57553 524162 515000 0 0 0 0 0 0 79015 126113 82730 48589 1886195 1535649 384093 350546 0 0 0 0 4736 4736 0 0 3088360 2972200 4699497 4301241 1888497 1596224 0 0 0 208869 0 0 0 0 0 0 1397723 363956 0 686727 307704 472198 3593924 3327974 X 1099176 571159 6397 402108 0 0 1105573 973267 4699497 4301241 X -181306 49000 X false true X true true true X 2938438 3161496 3905757 1998986 4701747 16706424 6783388 6774417 6859767 4304399 9619138 34341109 0 0 0 9721826 9935913 10765524 6303385 14320885 51047533 0 0 0 51047533 0 0 0 0 0 9721826 9935913 10765524 6303385 14320885 51047533 1.00000 1.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false true false true false SCHEDULE C, PART II-B, QUESTION 1I DESCRIPTION OF OTHER LOBBYING ACTIVITIES: THE ORGANIZATION PAYS DUES TO THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS AND THE NORTH CAROLINA COMMUNITY HEALTH CENTER ASSOCIATION. A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING. 136743 73036 63707 1749452 1462613 286839 350546 EST AMT DUE FROM THIRD PTY PYR 2820000 OTHER RECEIVABLES 150745 DUE FROM RELATED PARTY 1455 2972200 0 DEFERRED RENT PAYABLE 472198 472198 12729808 200206 -1291283 -1091077 13820885 508541 508541 14329426 13257825 200206 -8541 191665 13066160 1444572 1444572 14510732 SCHEDULE D, PART X, QUESTION 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12: $ (1,444,572) BAD DEBT EXPENSE 104,289 NET ASSETS RELEASED FROM RESTRICTION 49,000 TRANSFERS FROM AFFILIATE ------------- $ (1,291,283) SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ 500,000 TEMPORARILY RESTRICTED CONTRIBUTIONS 8,541 GAIN ON DISPOSAL OF ASSET ------------- $ 508,541 SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ (8,541) GAIN ON DISPOSAL OF ASSET SCHEDULE D, PART XII, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1: $ 1,444,572 BAD DEBT EXPENSE X X X true false false false false false false false false PENELLA WASHINGTON CHIEF EXECUTIVE OFFICER 176000 0 0 0 0 0 6917 0 5610 0 188527 0 0 0 MICHELLE BUCKNOR CHIEF MEDICAL OFFICER 239500 0 0 0 0 0 4275 0 0 0 243775 0 0 0 GLENN FEOLE PHYSICIAN 158100 0 0 0 0 0 3766 0 0 0 161866 0 0 0 FARAZ AKHTAR PHYSICIAN 170853 0 0 0 0 0 0 0 5610 0 176463 0 0 0 ISAIAS EMILIO MELO-LIZARDO PHYSICIAN 175543 0 0 0 0 0 2958 0 5610 0 184111 0 0 0 JACQUELINE ROOKWOOD PHYSICIAN 181303 0 0 0 0 0 2658 0 5610 0 189571 0 0 0 DOUGLAS WADESON PHYSICIAN 170584 0 0 0 0 0 4869 0 5610 0 181063 0 0 0 SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT: CHARLES FAUST RECEIVED A SEVERANCE PAYMENT OF $5,269. FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION: WAKE HEALTH SERVICES D/B/A ADVANCE COMMUNITY HEALTH IS A PRIVATE, NOTFOR PROFIT, FEDERALLY QUALIFIED HEALTH CENTER (FQHC) OPERATING 4 PRACTICE SITES AND 1 OUTREACH SITE IN WAKE AND FRANKLIN COUNTIES. FOUNDED IN 1972, ADVANCE PROVIDES PRIMARY CARE, DENTAL, MENTAL HEALTH AND OTHER WRAP AROUND SERVICES TO ALL AGES FROM NEWBORNS TO SENIOR CITIZENS. ADVANCE SERVES PATIENTS THAT ARE PUBLICLY INSURED (MEDICARE AND MEDICAID), COMMERCIALLY INSURED (INCLUDING PERSONS INSURED THROUGH THE MARKETPLACE EXCHANGE), UNDERINSURED, UNINSURED AND HOMELESS POPULATIONS. THE STAFF OF APPROXIMATELY 130 EMPLOYEES INCLUDES BOARD CERTIFIED INTERNISTS, FAMILY PHYSICIANS, PEDIATRICIANS, ADOLESCENT CARE SPECIALIST, INFECTIOUS FAMILY PHYSICIANS, PEDIATRICIANS, ADOLESCENT CARE SPECIALIST, INFECTIOUS REGISTERED NURSES, LICENSED CLINICAL SOCIAL WORKERS, LICENSED CLINICAL ADDICTION SPECIALIST, REGISTERED DIETICIANS, CASE MANAGERS, BILINGUAL STAFF AND OTHER CLINICAL AND ADMINISTRATIVE SUPPORT STAFF. ADVANCE COMMUNITY HEALTH PROVIDES REFERRALS TO SPECIALISTS, DISCOUNTED FEES, AND ASSISTANCE WITH PRESCRIPTIONS. IN 2015, THE ORGANIZATION SERVED 17,879 UNDUPLICATED PATIENTS OF WHICH 1,115 WERE HOMELESS AND ONE-THIRD WERE CHILDREN. APPROXIMATELY 90% OF PATIENTS ARE UNDER 200% OF THE FEDERAL POVERTY LEVEL. APPROXIMATELY 25% OF PATIENTS ARE UNINSURED, 40% MEDICAID/NC HEALTH CHOICE; 21% MEDICARE AND 14% HAVE COMMERCIAL INSURANCE. ADVANCE COMMUNITY HEALTH PARTNERS WITH LOCAL HOSPITALS, PUBLIC HEALTH, SOCIAL SERVICES AND COMMUNITY AGENCIES TO MEET THE NEEDS OF THE COMMUNITIES WE SERVE. ADVANCE HAS FOUR SPECIALIZED PROGRAMS ON THE SOUTHEAST RALEIGH CAMPUS INCLUDING ADOLESCENT HEALTH PROGRAM, CAPUS CLINIC, HORIZON HEALTHCARE FOR THE HOMELESS AND ADVANCE/REX SENIOR HEALTH CENTER. OUR WRAPAROUND SERVICES INCLUDE AFTER HOURS COVERAGE; HEALTH INSURANCE ENROLLMENT; MEDICAID ELIGIBILITY ASSISTANCE; MEDICARE ENROLLMENT ASSISTANCE; AND VOTER REGISTRATION. FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES: HEALTHCARE FOR THE HOMELESS: THE HORIZON HEALTHCARE FOR THE HOMELESS PROGRAM PROVIDED A FULL RANGE OF PRIMARY CARE, MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES AT THE SOUTHEAST RALEIGH MEDICAL PRACTICE AND AT THE SOUTH WILMINGTON 300 BED MEN'S SHELTER IN RALEIGH. THE HEALTHCARE FOR THE HOMELESS PROGRAM PARTNERS WITH OTHER COMMUNITY AGENCIES TO ASSIST PATIENTS WITH OTHER ENABLING SERVICES INCLUDING HOUSING, FOOD AND CLOTHING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATIONS CONFLICT OF INTEREST POLICY IS INCLUDED IN ITS STANDARD OF CONDUCTS POLICY AND GOVERNING BYLAWS. THE PROCESS OF MONITORING COMPLIANCE WITH THIS POLICY INCLUDES PROVIDING CONFLICT OF INTEREST DISCLOSURE STATEMENTS TO EVERY EMPLOYEE, BOARD MEMBER, CONSULTANT, AND VOLUNTEER. THE DISCLOSURE STATEMENT IS REQUIRED TO BE UPDATED ANNUALLY AT THE BEGINNING OF THE YEAR. THE FOLLOWING DESCRIBES FOR THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AMONG DIFFERENT POSITIONS WITHIN THE ORGANIZATION. - MEMBERS OF, AND CANDIDATES FOR MEMBERSHIP ON, THE BOARD OF TRUSTEES MUST MAKE DISCLOSURES TO THE CHAIR OF THE BOARD OF TRUSTEES. IF THE CHAIR HAS AN INTEREST TO DISCLOSE, HE OR SHE MUST MAKE DISCLOSURE TO THE VICE CHAIR, RESPECTIVELY, WHO WILL, IN TURN BE RESPONSIBLE FOR ADVISING THE BOARD. - THE CEO MUST MAKE DISCLOSURES TO THE CHAIR OF THE BOARD WHO WILL, IN TURN, BE RESPONSIBLE FOR ADVISING THE BOARD OF SUCH DISCLOSURE. - STAFF ENGAGED IN THE AWARD OR ADMINISTRATION OF CONTRACTS MUST MAKE DISCLOSURES IN WRITING TO THE CEO. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED WITH A BOARD MEMBER, THE BOARD MEMBER MAY MAKE A PRESENTATION TO THE BOARD REGARDING WHETHER OR NOT HE OR SHE HAS A CONFLICT OF INTEREST, AND MAY RESPOND TO RELATED QUESTIONS FROM THE BOARD. HOWEVER, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTING ON, WHETHER THE CONFLICT OF INTEREST EXISTS. IF SUCH CONFLICT IS DETERMINED TO EXIST, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED WITH A PERSON WHO IS NOT A BOARD MEMBER, THE CEO SHALL MAKE THE DETERMINATION. FORM 990, PART VI, SECTION B, LINES 15A & 15B EXECUTIVE COMPENSATION REVIEW: THE COMPENSATION OF THE ORGANIZATION'S CEO WAS COMPILED BY THE HR EXECUTIVE USING NATIONAL AND LOCAL DATA FOR SALARY AND BENEFIT COMPARISON. THE FULL BOARD OF TRUSTEES REVIEWS AND APPROVES ANY COMPENSATION CHANGES. THE MOST RECENT REVIEW WAS JANUARY 2016. THE COMPENSATION FOR OTHER OFFICERS IS BASED ON BOARD APPROVED SALARY RANGES. THE HR EXECTUIVE USES NATIONAL AND LOCAL COMPARATIVE DATA TO DETERMINE RANGES. RANGES ARE THEN BROUGHT TO THE BUSINESS STRATEGIES COMMITTEE FOR REVIEW AND THEN TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL. THE MOST RECENT REVIEW WAS JULY 2016. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: $ 49,000 TRANSFER FROM AFFILIATE EMERALD QUARRY 1001 ROCK QUARRY RD RALEIGH NC 27610 471270222 OWN FACILITY NC 501(C)(3) 12A1 WHSI true false false false false false false false false false false true false false false false false false false true EMERALD QUARRY K 738490 FMV EMERALD QUARRY S 49000 FMV