2017-11-10T08:39:16-06:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2016-07-01 560621073 CARE RING INC CARE 7043750172 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 JEFF R BRINKMAN TREASURER 7043750172 2017-11-08 1 JOHN NORMAN P01506766 7049985200 2017-11-08 67.137.57.251 2017-11-08 20:08:05 ES P 1C4AA1E388E3DC50B055405D9AA64341548DFCA7 7A1B27052E545E28D90A8875D3947817BFF1AEF5 2016 2017-02-10 21:41:12Z DON JONAS 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 2979296 0 X WWW.CARERINGNC.ORG X 1955 NC TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 18 18 55 1622 0 0 2922692 2696102 328911 266694 6876 1049 -41502 -35668 3216977 2928177 0 0 0 0 2114119 2415373 0 0 387953 682733 776360 2796852 3191733 420125 -263556 2461869 2211104 95610 76037 2366259 2135067 TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 0 0 756017 254419 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 LOW-COST CLINIC PROVIDED CARE TO 2,216 AND 2,511 PATIENTS FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, RESPECTIVELY. 802187 12275 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, 2017, PRO PROVIDED APPROXIMATELY $17.4 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 4,026 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2016, PRO PROVIDED APPROXIMATELY $12.8 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 3,497 PATIENTS ENROLLED IN THE PROGRAM. 1149479 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 2017, NFP HAS SERVED 850 FIRST-TIME MOMS AND 564 INFANTS WITH INTENSIVE HOME VISITATION SERVICES. 2707683 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 1 55 1 0 0 0 0 1 1 1 1 0 0 0 0 X 18 18 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 WILLIAM W HADLEY CHAIR 2.00 X X 0 0 0 JEFF R BRINKMAN VICE CHAIR/TREASURER 2.00 X X 0 0 0 KRISTIN E WADE SECRETARY 2.00 X X 0 0 0 PHILIP A POLEY SECRETARY 2.00 X X 0 0 0 DEAN CIKINS BOARD MEMBER 1.00 X 0 0 0 SCOTT B DAVIS BOARD MEMBER 1.00 X 0 0 0 LINDSAY DEL GROSSO 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 DAVID A JACOBS BOARD MEMBER 1.00 X 0 0 0 MARK MARKIEWICZ BOARD MEMBER 1.00 X 0 0 0 ALICIA MORRIS BOARD MEMBER 1.00 X 0 0 0 TAMA MORRIS PHD BOARD MEMBER 1.00 X 0 0 0 NEAL NOLAND III 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 TRICIA RODNEY KLOSSETDDS BOARD MEMBER 1.00 X 0 0 0 PATRICK RYAN BOARD MEMBER 1.00 X 0 0 0 MICHELLE SPAK BOARD MEMBER 1.00 X 0 0 0 JOHN STILLERMAN BOARD MEMBER 1.00 X 0 0 0 TIFFANI TEDDER BOARD MEMBER 1.00 X 0 0 0 DONALD JONAS EXECUTIVE DIRECTOR 40.00 X X 101665 0 29193 101665 0 29193 1 0 0 0 0 508117 68769 1239735 879481 2696102 PROGRAM SERVICE FEES 900099 266694 266694 266694 1049 1049 15451 68769 51119 -35668 -35668 2928177 266694 0 -34619 135804 81482 27161 27161 1749075 1573857 11392 163826 43777 39128 915 3734 332145 290440 8929 32776 154572 135810 2982 15780 256046 209798 1921 44327 57691 44706 7628 5357 14978 1425 1707 11846 66197 58858 1131 6208 19548 17149 757 1642 125158 112932 1150 11076 25762 23244 491 2027 52522 37923 5527 9072 28743 9941 17802 1000 24377 21138 1186 2053 FUNDRAISING SPECIAL EVE 34226 34226 EQUIPMENT RENTAL 22081 18652 1054 2375 PROGRAM ASSISTANCE 10937 10937 DUES AND MEMBERSHIPS 6585 3352 1025 2208 31509 16911 3339 11259 3191733 2707683 96097 387953 416727 448121 160214 190599 899723 564438 246102 240188 26409 36383 282298 151940 121103 130358 265904 283067 325687 317950 2461869 2211104 95610 76037 95610 76037 X 796628 850123 1406490 1121803 163141 163141 2366259 2135067 2461869 2211104 -263556 32364 0 X X 0 1 X 1 0 X 1464080 1853820 2168202 2922692 2696102 11104896 1464080 1853820 2168202 2922692 2696102 11104896 317160 10787736 8377 10621 16914 6989 1049 43950 29160 18000 47160 11196006 1607890 0.96350 0.91220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 265904 33752 15201 1388 283067 340469 -6501 65137 2927 265904 334904 9461 3896 340469 290721 47690 3507 334904 300339 34504 40042 4080 290721 0.61000 0.39000 1 0 213499 107383 106116 68799 44557 24242 130358 COMMUNITY FOUNDATION ACCOUNT 283067 F 283067 DEFERRED LEASE COSTS 300000 OTHER RECEIVABLES 17950 317950 X 20542745 32364 17582204 17614568 2928177 0 2928177 20773937 17582204 17582204 3191733 0 3191733 PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX PROVISIONS. AS A RESULTS OF THIS STANDARD, THE ORGANIZATION HAS EVALUATED ITS TAX POSITION AND HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2017 OR 2016. LUNCHEON 63288 63288 4768 26615 3854 GOLFING FORE A HEALTHY CHARLOTTE 17485 4755 12730 11500 1444 80773 68043 12730 16268 26615 5298 48181 -35451 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, THE VICE CHAIR/TREASURER, SECRETARY, AND EXTERNAL COMMITTEE CHAIR, AND THE HUMAN RESOURCES DIRECTOR (NON-VOTING, VACANT). 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.