2017-12-07T11:46:09-06:00 2017-07-31 760448495 HAM LANGSTON & BREZINA LLP 1011 TREMONT STREET GALVESTON TX 77550 990 2016-08-01 760193812 THE ROSE THER 2814844708 17200 N FEATHERWOOD NO 260 HOUSTON TX 77034 DOROTHY W GIBBONS CEO 2814844708 2017-12-07 1 P00758150 4097659311 2017-12-07 66.196.239.250 2017-12-07 11:45:20 CS P 87EAF92927EDF16FD4EC79C03C4253F7CB81A2E9 D24595ADBF900D38C6E04B05E1A6AB4C39AD20CA 2016 2017-02-10 21:41:12Z DOROTHY W GIBBONS 17200 N FEATHERWOOD NO 260 HOUSTON TX 77034 13373715 0 X THEROSE.ORG X 1986 TX SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL. 13 13 148 380 165161 0 2494459 3473219 8729398 9156101 28896 18432 397506 412265 11650259 13060017 0 0 0 0 5848953 5824237 0 0 606489 5633417 6122363 11482370 11946600 167889 1113417 8952708 9843210 2871012 2648097 6081696 7195113 X THE MISSION OF THE ROSE IS SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL. 0 0 10498760 9156101 THE ROSE PRIMARY EXEMPT PURPOSE IS PROVIDING ACCESS TO BREAST HEALTH CARE BY OFFERING DIRECT MEDICAL SERVICES AND ACCESS TO TREATMENT REGARDLESS OF THE PATIENT'S ABILITY TO PAY. THE EMPOWER HER SPONSORSHIP PROGRAM ENSURES THAT UNINSURED OR UNDERINSURED WOMEN HAVE ACCESS TO THE SAME STANDARD OF COMPASSIONATE, HIGH QUALITY BREAST HEALTH CARE AS THE INSURED. THE EMPOWER HER PROGRAM OFFERS A CONTINUUM OF CARE THAT STARTS WITH COMMUNITY OUTREACH AND EDUCATION AND THEN MOVES INTO PROVIDING DIRECT MEDICAL SERVICES INCLUDING MAMMOGRAPHY SCREENING, DIAGNOSTIC EXAMS AND BIOPSIES AND FINALLY ACCESS TO TREATMENT AND FOLLOW-UP WHEN A WOMAN IS DIAGNOSED WITH BREAST CANCER. SPONSORSHIP IS PROVIDED TO WOMEN MEETING LOW INCOME, UNINSURED OR UNDERINSURED GUIDELINES. IN THIS REPORTING PERIOD, THROUGH EMPOWER HER THE ROSE SERVED OVER 7,100 INDIVIDUAL, UNDUPLICATED UNINSURED WOMEN AND PROVIDED 15,711 SPONSORED DIAGNOSTIC SERVICES TO MEDICALLY UNDERSERVED WOMEN, INCLUDING DIAGNOSTIC MAMMOGRAMS, BREAST ULTRASOUNDS, PHYSICIAN CONSULTATION, CORE BIOPSIES AND OFFICE VISITS.TO DIMINISH THE BARRIER OF GEOGRAPHY TO ACCESSING ROUTINE BREAST HEALTH SCREENINGS, THE ROSE'S MOBILE MAMMOGRAPHY PROGRAM'S FOUR VANS THAT TRAVEL SIX DAYS A WEEK TO PROVIDE BREAST HEALTH SCREENINGS TO INSURED AND UNINSURED WOMEN IN 35 COUNTIES THROUGHOUT SOUTHEAST TEXAS. SIXTY-EIGHT PERCENT OF ALL UNINSURED PATIENTS NEEDING ROUTINE ANNUAL MAMMOGRAPHY SCREENING DID SO VIA THE ROSE MOBILE MAMMOGRAPHY PROGRAM. THIS DATA UNDERSCORES THE NEED FOR ACCESS TO CARE PARTICULARLY IN RURAL AREAS AND SUGGEST THAT THE MAJORITY OF OUR UNDERSERVED CONSTITUENTS HAD LIMITATIONS WITH TRANSPORTATION, ACCESSIBLE AND/OR AFFORDABLE SCREENING FACILITIES IN THEIR HOME COMMUNITIES. WITH THE MOBILE PROGRAM, STRATEGIC COMMUNITY ENGAGEMENT EFFORTS GREATLY EXPAND ACCESS TO BREAST HEALTH CARE SERVICES WHERE WOMEN NEED THEM THE MOST. COMMUNITY PATIENT NAVIGATORS ARE UTILIZED TO REACH RURAL COUNTIES AND ACT AS LIAISONS TO BRIDGE THE GAPS IN HEALTHCARE BY CONNECTING PATIENTS AND HEALTH SYSTEMS TO AREA RESOURCES, ENGAGING NEW PARTNERS AND APPLYING AN EVIDENCE-BASED INTERVENTION MODELS THAT INCREASED ACCESS TO CARE FOR THE UNDERSERVED.FOR UNINSURED WOMEN WHO ARE DIAGNOSED WITH BREAST CANCER, THE ROSE PATIENT NAVIGATION PROGRAM ENSURES ACCESS TO TIMELY AND AFFORDABLE BREAST CANCER TREATMENT. NEARLY HALF OF ALL THE PATIENTS DIAGNOSED BY THE ROSE ARE UNINSURED (IN THIS REPORTING PERIOD, 171 WERE INSURED AND 152 WERE UNINSURED.) FOR UNINSURED PATIENTS, THE ROSE'S PATIENT NAVIGATORS SECURE TREATMENT WITHIN 30 DAYS OF DIAGNOSIS THROUGH STATE-FUNDED HEALTHCARE PROGRAMS OR THE ROSE PHYSICIAN NETWORK. WITH THE ROSE PATIENT NAVIGATION PROGRAM, OUR PATIENTS GAIN DIRECT ACCESS TO AN EXTENSIVE NETWORK OF PHYSICIANS AND TREATMENT AT LEADING MEDICAL FACILITIES SUCH AS MD ANDERSON CANCER CENTER, HOUSTON METHODIST AND HARRIS HEALTH.PATIENT NAVIGATORS ALSO PROVIDE BREAST CANCER EDUCATION TO THE PATIENT AND HER FAMILY, SUPPORT DURING MEDICAL APPOINTMENTS, TRANSLATION, SUPPORT GROUPS, WIGS AND PROSTHESES AND UP TO FIVE YEARS' OF SURVIVORSHIP SUPPORT POST-DIAGNOSIS TO ENSURE COMPLIANCE TO TREATMENT AND REGULAR SCREENINGS. OTHER SERVICES INCLUDE TRANSLATION, SUPPORT DURING MEDICAL APPOINTMENTS, RECOMMENDATIONS REGARDING NUTRITION AND EXERCISE DURING TREATMENT, ALONG WITH ACCESS TO SUPPORT GROUPS. TO FURTHER MINIMIZE THE FINANCIAL BURDEN TO UNINSURED PATIENTS, THE ROSE PATIENT NAVIGATION PROGRAM PROVIDES GAS CARDS TO OFFSET TRANSPORTATION EXPENSES TO TREATMENT, AND PROCURES FREE OR LOW-COST WIGS AND PROSTHETICS. THE ROSE WAS THE FIRST HEALTHCARE ORGANIZATION IN THE STATE OF TEXAS TO IMPLEMENT A PATIENT NAVIGATION PROGRAM (IN 1999), AND THIS EVIDENCE- BASED PRACTICE IS NOW UTILIZED IN OTHER COMMUNITY CLINICS ACROSS THE COUNTRY. SEE SCHEDULE O FOR CONTINUATION OF ITEM 4A 10498760 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 22 0 1 148 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X PAMELA LYLE 2814645121 12700 N FEATHERWOOD SUITE 260 HOUSTON TX 77034 TOM WATSON DIRECTOR 1.00 X 0 0 0 MARCUS MALONSON DIRECTOR 1.00 X 0 0 0 KENDALL ROEHL MD DIRECTOR 1.00 X 0 0 0 MICHELLE MEISSNER DIRECTOR 1.00 X 0 0 0 CHERISE GUTIERREZ DIRECTOR 1.00 X 0 0 0 JAMES W FREYER LEGAL COUNSEL 5.00 X 0 0 0 EILEEN CAMPBELL CHAIR 5.00 X 0 0 0 MYRLEEN P KNOTT SECRETARY 1.00 X 0 0 0 DONNA MITTENDORF VICE CHAIR 1.00 X 0 0 0 BOB TENCZAR TREASURER 5.00 X 0 0 0 ASHMA KHANANI-MOOSA RN DIRECTOR 1.00 X 0 0 0 LAVONE HOPKINS DIRECTOR 1.00 X 0 0 0 RONNIE HAGERTY DIRECTOR 1.00 X 0 0 0 BERNICE JOSEPH COO 45.00 X 121401 0 2007 PAMELA LYLE CFO 45.00 X 117974 0 1858 DOROTHY W GIBBONS CEO 45.00 X 149915 0 7515 SHANNON LECOQ EMPLOYEE 45.00 X 101744 0 1600 491034 0 12980 4 0 1 0 DIXIE MELILLO MD 3343 FAIRVIEW PASADENA TX 77504 SURGEON 444642 CLAUDIA COTES 3627 GRAMERCY ST HOUSTON TX 77025 RADIOLOGIST 337542 MAHDIEH PARIZI 9518 PEMBERTON TRACE HOUSTON TX 77025 RADIOLOGIST 294667 WARD PARSONS MD 3130 SEA CHANNEL SEABROOK TX 77586 RADIOLOGIST 196280 RONALD BROCINER 203 DEWBERRY DRIVE LAKE JACKSON TX 77566 RADIOLOGIST 148750 5 3473219 22878 3473219 PROGRAM SERVICE REVENUE, NET 621300 9156101 9156101 9156101 18432 18432 436941 271780 165161 165161 165161 250805 41918 208887 208887 OTHER REVENUE 621500 38217 38217 38217 13060017 9156101 165161 265536 X 572382 482356 51865 38161 4396048 3704620 398338 293090 35666 26900 6159 2607 415337 363304 34122 17911 404804 341135 36680 26989 21113 16994 2805 1314 41999 33805 5580 2614 2772449 2604623 114287 53539 16831 13547 2236 1048 198247 146645 25485 26117 821976 697874 63230 60872 74144 60494 7730 5920 16631 15303 664 664 723730 707542 10786 5402 166033 145232 13641 7160 SOFTWARE AND EPT MAINT 720830 655030 31000 34800 MEDICAL SUPPLIES 239039 239039 TELEPHONE & INTERNET 95531 79331 8100 8100 BAD DEBTS EXPENSE 93229 93229 120581 71757 28643 20181 11946600 10498760 841351 606489 7036 1100 2117258 1993719 383859 346700 1036373 992578 133891 590240 12336805 6473623 5264629 5863182 1178 844 8484 54847 8952708 9843210 825472 860230 2045540 1787867 2871012 2648097 X 5844727 6470443 236969 724670 6081696 7195113 8952708 9843210 1113417 0 X X 0 1 X 1 1 1 X 3258359 2296471 2667510 2494459 3473219 14190018 6486747 7017907 8170350 8729398 9156101 39560503 547903 588884 506885 247642 250805 2142119 10293009 9903262 11344745 11471499 12880125 55892640 0 761220 708767 768391 731172 751048 3720598 761220 708767 768391 731172 751048 3720598 52172042 314098 306208 379983 389147 455706 1845142 17644 5522 2089 12988 51872 90115 331742 311730 382072 402135 507578 1935257 71275 66521 98787 93783 165161 495527 10696026 10281513 11825604 11967417 13552864 58323424 0.89450 0.89750 0.03320 0.03210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 460496 460496 4115482 1437090 2678392 7760827 5036533 2724294 5863182 X 13060017 0 13060017 0 13060017 11946600 0 11946600 0 11946600 PART X, LINE 2: DURING YEARS ENDED JULY 31, 2017 AND 2016, THE ROSE DID NOT INCUR ANY FEDERAL INCOME TAX LIABILITY AS A RESULT OF ANY UNRELATED BUSINESS INCOME. THE ROSE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SHRIMP BOIL 112315 112315 21988 A TIME TO CARE LUNCHEON 79735 79735 10135 3 58755 58755 9795 250805 250805 41918 41918 208887 X 0 0 0 0 0 0 0 0 0 DOROTHY W GIBBONS CEO 149915 0 0 0 0 0 2325 0 5190 0 157430 0 0 0 KATHLEEN CAMPBELL PERLEY DAUGHTER OF BOARD MEMBER EILEEN CAMPBELL 40425 THE ROSE PURCHASED DIGITAL MARKETING SERVICES FROM DECODE DIGITAL MARKETING. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, AS DESIGNATED BY THE ROSE'S BOARD OF DIRECTORS, REVIEWS A DRAFT COPY OF FORM 990, AS PREPARED BY ITS CPA, IN CONJUNCTION WITH THE AUDITED FINANCIAL STATEMENTS AND OTHER RECORDS OF THE ROSE FOR CONSISTENCY AND ACCURACY. THE FINANCE COMMITTEE DISCUSSES AND RESOLVES ANY QUESTIONS REGARDING THE DRAFT FORM 990, THEN APPROVES FINALIZED FORM 990 FOR SUBMISSION TO THE IRS. FORM 990 IS THEN REVIEWED BY ALL BOD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF THE ROSE'S FISCAL YEAR OR A BOARD MEMBER'S TERM OF OFFICE, EACH BOARD MEMBER AND OFFICER OF THE ROSE IS REQUIRED TO REVIEW THE ROSE'S WRITTEN POLICIES WITH REGARD TO "CONFLICT OF INTEREST AND REPORT TO THE ROSE'S BOARD AND THE ROSE'S MANAGEMENT ANY KNOWN OR POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ROSE'S CEO IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE, AS DESIGNATED BY THE ROSE'S BOARD OF DIRECTORS, ON AN ANNUAL BASIS. COMPENSATION FOR THE ROSE'S OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED AND APPROVED BY THE ROSE'S BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE ON THE ROSE'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE ON THE ROSE'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 116,452. MANAGEMENT AND GENERAL EXPENSES 19,223. FUNDRAISING EXPENSES 9,005. TOTAL EXPENSES 144,680. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 575,887. MANAGEMENT AND GENERAL EXPENSES 95,064. FUNDRAISING EXPENSES 44,534. TOTAL EXPENSES 715,485. RADIOLOGIST INTERPRETATION: PROGRAM SERVICE EXPENSES 1,912,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,912,284. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.