2017-12-15T11:37:36-06:00 2017-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2016-07-01 522017095 Healthcare Access Maryland Inc HEAL 4106490521 201 East Baltimore Street No 1200 Baltimore MD 21202 traci kodeck CEO 4106490521 2017-12-13 1 Erin Charles P02050161 4104031500 2017-12-11 50.206.141.66 2017-12-13 07:59:09 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 73CEFDC784CD1D61DD15E6046E8B0F8DE9FE4EE2 2016 2018-03-14 21:41:22Z Traci Kodeck 201 East Baltimore Street No 1200 Baltimore MD 21202 14397889 0 X www.healthcareaccessmaryland.org X 1997 MD We are making Maryland healthier by connecting residents to insurance and care, educating the community about healthier living, and advocating a more equitable health care system. 15 15 243 20 0 0 15847518 13707353 842077 665051 0 0 12430 25485 16702025 14397889 268769 0 0 0 13617325 11725320 0 30000 66782 3002061 2477786 16888155 14233106 -186130 164783 3049617 2048872 2648434 1482906 401183 565966 X We are making Maryland healthier by connecting residents to insurance and care, educating the community about healthier living, and advocating a more equitable health care system. 0 0 2617119 The Maryland Establishment grant for the Affordable Care Act provides Maryland residents assistance in navigating health plan options and enrollment in a health care plan, as well as determining any potential subsidy amounts. 2553151 Match provides medical case management and health care coordination for all children entering the foster or kinship care system. Program staff ensure enrollment in medical assistance and identify an appropriate managed care organization with the foster or kinship parent. 2251373 The care coordination program provides short term case management and ombudsman services to recipients of Medicaid, medical assistance for families and the Maryland childrens health program. 5142988 690536 Other program services to further the organization's exempt purpose to develop and implement charitable, educational programs related to the Maryland Childrens Health Program (MCHP) & the Public Health Leadership Program. 5142988 690536 12564631 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 96 0 243 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X traci kodeck ceo 4106490521 201 East Baltimore Street Suite Baltimore MD 21202 H DUANE TAYLOR Board Chair (Part Year) 2.00 X X 0 0 0 Tammi Fleming Board Chair (Part Year) 2.00 X X 0 0 0 William McLennan Board Vice Chair (Part Year) 1.00 X 0 0 0 Charlie Camp Board Treasurer 1.00 X X 0 0 0 Chris Maynard Board Secretary 1.00 X X 0 0 0 Edo Branch Esq Board Member 1.00 X 0 0 0 MELISSA L DELONG PHD BOARD MEMBER 1.00 X 0 0 0 Leslie Graham Board member 1.00 X 0 0 0 CARA V JAMES PHD BOARD MEMBER 1.00 X 0 0 0 Raegan McDonald-Mosely Board Member 1.00 X 0 0 0 Dawn O'Neill ex-officio Board member 1.00 X 0 0 0 Sarah Polk Board Member 1.00 X 0 0 0 GEORGE JAY UNICK PHD BOARD MEMBER 1.00 X 0 0 0 Mary Washington Board MemBER 1.00 X 0 0 0 JOSEPH M WILEY MD FAAP BOARD MEMBER 1.00 X 0 0 0 Traci Kodeck CEO 40.00 X 150528 0 18144 bret minarik CFO 40.00 X 139918 0 20649 Rachel Dodge Medical Director-Match Program 40.00 X 133827 0 17682 Lynell Medley VP of Programs 40.00 X 106099 0 14998 530372 0 71473 4 0 1 0 0 11504240 2203113 13707353 capitation revenue 624100 440110 440110 Contracts 624100 224941 224941 665051 Miscellaneous 624100 25485 25485 25485 14397889 690536 0 0 342759 305977 36782 9130763 8712479 418284 177435 159769 17666 1371075 1231824 139251 703288 652459 50829 18847 18847 56234 56234 36200 36200 30000 30000 7936 7936 229038 133835 95203 188794 179921 8873 358615 272326 86289 178769 164913 13856 755447 611135 144312 150176 121482 28694 28817 28817 116889 116889 52170 24634 27536 Client Related Services 299854 299854 0 14233106 12564631 1601693 66782 570611 361146 1912374 1138605 101315 112734 1108991 672604 465317 436387 3049617 2048872 1519704 930332 503730 352574 625000 200000 2648434 1482906 X 401183 403103 0 162863 401183 565966 3049617 2048872 164783 0 X X 0 1 X 1 1 1 X 11230979 16950377 17648984 15847518 13707353 75385211 133700 136302 136302 136302 88527 631133 11364679 17086679 17785286 15983820 13795880 76016344 76016344 340 340 76016684 4575649 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 36200 0 0 36200 0 Part II-B, Line 1: Lobbying activities were in the form of direct contact with legislators to advance healthcare access and care to the Medicaid eligible population. 0 58076 35521 22555 255733 134881 120852 795182 502202 292980 436387 X 14486416 88527 88527 14397889 0 14397889 14321633 88527 88527 14233106 0 14233106 Part X, Line 2: ASC 740, Income Taxes, prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return, as well as guidance on de-recognition, classification, interest and penalties and financial statement reporting disclosures. For these benefits to be recognized, a tax position must be more-likely-than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Organization recognizes interest and penalties accrued on any unrecognized tax exposures as a component of income tax expense. The Organization does not have any amounts accrued relating to interest and penalties as of June 30, 2017 and 2016. X X X X X X 1 Mariann M Payne 300 Oglethorpe Street NW Washington DC 20011 Fundraising 0 0 30000 -30000 30000 -30000 MD Schedule G, Part I, Line 2b, Column (v) Monthly payments of $5,000 were made to the Fundraiser per the fundraising agreement; the fundraiser was also able to receive reimbursements for expenses incurred for all reasonable expenses including but not limited to: travel, meeting costs, printing and meals. All expenses had to be pre-approved by HCAM. Part I, Line 2b, Column (iii): Any funds raised under this agreement were to be received directly by HCAM and be under the control of the fundraiser at any point. X X X 0 0 0 0 0 0 0 0 0 Traci Kodeck CEO 150528 0 0 0 0 0 3153 0 14991 0 168672 0 0 0 bret minarik CFO 139918 0 0 0 0 0 5510 0 15139 0 160567 0 0 0 Rachel Dodge Medical Director-Match Program 133827 0 0 0 0 0 5520 0 12162 0 151509 0 0 0 Form 990, Part VI, Section B, line 11b THE ENTIRE BOARD OF DIRECTORS REVIEWED THE FORM 990 AT THEIR BOARD MEETING PRIOR TO FILING. Form 990, Part VI, Section B, line 12c The organization maintains a formal conflict of interest policy. A copy of this policy is provided to all employees and Board members in their Employee Handbook. Members of the Executive Team, Administration, Board members and staff, complete a disclosure questionnaire each fiscal year to identify any potential conflicts of interest. The Secretary of the Board of Directors maintains copies of all disclosure statements. Employees are encouraged to discuss any potential conflicts of interest that may arise with their manager. Employees are also encouraged to immediately report to their manager or member of the Executive team, any potential or actual conflicts of interest they may become aware of. Where an actual or potential conflict of interest arises, the CEO is responsible for reviewing the matter and may take appropriate action as necessary to protect the interests of the organization. The CEO shall report to the Chairman of the Board the results of any review and action taken. The Chairman shall determine if any further board review or action is required. Form 990, Part VI, Section B, line 15 The organization's policy is to perform an executive salary survey and review every two years. Salary information is used from both The Association Trend Compensation Report (an analysis or Maryland area non-profits) and the Professionals for Nonprofits (an annual survey for DC Nonprofits) as a guideline for market competitiveness. HCAM job responsibilities and compensation are compared to similar survey positions to competitiveness of compensation. All salary recommendations are referred to the Board for their review, evaluation and final determination. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Page 12, Part XII, Line 2c: This process has not changed from the prior year.