2016-12-22T16:14:44-08:00 2016-05-31 931235599 KUENZI & COMPANY LLC 650 HAWTHORNE AVE SE STE 110 SALEM OR 97301 990 2015-06-01 931329158 MOSAIC MEDICAL MOSA 5414470707 375 NW BEAVER ST STE 101 PRINEVILLE OR 97754 JOHN MCLAUGHLIN TREASURER 5414470707 2016-12-16 true TERRENCE L KUENZI P00009441 5033997306 2016-12-22 X 2015 2017-02-10 21:41:12Z MEGAN HAASE 600 SW COLUMBIA ST STE 6210 BEND OR 97702 26812005 false X WWW.MOSAICMEDICAL.ORG X 2002 OR MOSAIC MEDICAL IS A COMMUNITY HEALTH CENTER SYSTEM WITH CLINICS THROUGHOUT CENTRAL OREGON. WE PROUDLY SERVE INDIVIDUALS AND FAMILIES REGARDLESS OF INCOME OR INSURANCE. OUR COMPREHENSIVE SERVICES KEEP CENTRAL OREGONIANS AT WORK, IN SCHOOL, AND OUT OF THE EMERGENCY ROOM. 11 11 332 34 0 4795461 4127511 18039328 22613597 708 23852 50243 47045 22885740 26812005 0 0 15677286 18232152 0 0 5853553 5898529 21530839 24130681 1354901 2681324 11641665 14109037 2368984 2345211 9272681 11763826 X THE MISSION OF MOSAIC MEDICAL IS TO IMPROVE THE HEALTH AND WELL BEING OF THE INDIVIDUALS, FAMILIES, AND COMMUNITIES WE SERVE. false false 5720923 8656538 THE BEND CLINIC PROVIDED 26,481 PRIMARY CARE VISITS IN FISCAL 2015-2016, AS WELL AS THOUSANDS OF ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE AND CASE MANAGEMENT SERVICES. IN FISCAL 2015-2016, OUR BEND CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT-CENTERED PRIMARY CARE HOMES. ON BEHALF OF THE BEND, PRINEVILLE, AND REDMOND CLINICS MOSAIC MEDICAL RECEIVED 58,548 IN DONATED USE OF FACILITIES TO EXPAND INTO SCHOOL BASED HEALTH CENTERS AND SATELITE SITES. SEE OTHER ACCOMPLISHMENTS DESCRIPTIONS. 3669736 3093588 OUR COMPLEX CARE CENTER PROVIDED 12,020 VISITS IN FISCAL 2015-2016, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OBSTETRICS (OB) AND CALL SERVICES AND CASE MANAGEMENT SERVICES. IN ORDER TO MEET THE NEEDS OF THE COMMUNITY THE COMPLEX CARE CENTER UTILIZED DISCOUNTED USE OF THE FACILITIES VALUED AT 176,079 DURING THE FISCAL YEAR ENDED MAY 31, 2016. 3055848 3138165 THE PRINEVILLE CLINIC, THE FIRST CLINIC OPENED BY MOSAIC, PROVIDED 10,726 PRIMARY CARE VISITS TO ITS COMMUNITY IN FISCAL 2015-2016, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL CALL SERVICES AND CASE MANAGEMENT SERVICES. IN FISCAL 2015-2016, OUR PRINEVILLE CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT- CENTERED PRIMARY CARE HOMES. 6414709 7725306 THE REDMOND CLINIC PROVIDED 9,228 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. THE MADRAS CLINIC PROVIDED 8,659 VISITS IN FISCAL 2015-2016, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. IN FISCAL 2015-2016, OUR MADRAS CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT- CENTERED PRIMARY CARE HOMES. OUR SCHOOL-BASED HEALTH CENTERS PROVIDED 6,014 VISITS IN OUR FISCAL YEAR 2015-2016, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, AND CASE MANAGEMENT SERVICES. MOSAIC MEDICAL PROVIDED THE BALANCE OF OUR PRIMARY CARE VISITS THROUGH OUR TWO SATELITE SITES, HARRIMAN HEALTH AND ARIELS COMMUNITY CLINIC, AND OUR MOBILE MEDICAL VAN WHICH BRINGS PRIMARY CARE TO HOMELESS PATIENTS. 6414709 7725306 18861216 true false false false false false false false false false true false false false false true true false 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 false false false false true 19 0 true 332 true false false false false false false X 11 11 false false false false false false false true true false true true true true true true true true true true false OR X STEVE STRANG CFO 5414470707 600 SW COLUMBIA ST SUITE 6000 600 SW COLUMBIA ST SUITE 6000 BEND OR 97702 SCOTT JOHNSON BOARD CHAIR 1.00 X X 0 0 0 JOHN MAPES VICE CHAIR 1.00 X X 0 0 0 JOYCE TUCKER SECRETARY 1.00 X X 0 0 0 SCOTT COOPER BOARD MEMBER 1.00 X 0 0 0 JANA SANDY GIRARDINI BOARD MEMBER 1.00 X 0 0 0 MIGUEL HERRADA BOARD MEMBER 1.00 X 0 0 0 MIKE TEMPLETON BOARD MEMBER 1.00 X 0 0 0 LISA SEVERA BOARD MEMBER 1.00 X 0 0 0 DR MICHEL BOILEAU BOARD MEMBER 1.00 X 0 0 0 FRED HOSILLOS BOARD MEMBER 1.00 X 0 0 0 JOHN MCLAUGHLIN TREASURER 1.00 X X 0 0 0 MEGAN HAASE CEO 40.00 X 198148 0 4418 CHRISTINE PIERSON CMO 40.00 X 192023 0 12897 HEATHER HOLMES PHYSICIAN 40.00 X 218685 0 10147 DARIN VAUGHAN PHYSICIAN 40.00 X 197296 0 13894 DIVYA SHARMA PHYSICIAN 40.00 X 193042 0 8135 JEREMIAH DAVIS PHYSICIAN 40.00 X 180019 0 4418 MARTIN SMART PHYSICIAN 40.00 X 175260 0 13894 1354473 67803 20 false true false OCHIN OCHIN 707 SW WASHINGTON ST ST 707 SW WASHINGTON ST ST PORTLAND OR 97205 EMR SERVICES 484581 KIM WARD KIM WARD 23160 HWY 20 E 23160 HWY 20 E BEND OR 97701 SITE LEASE 344513 DESCHUTES PROPERTIES LLC DESCHUTES PROPERTY LLC 600 SW COLUMBIA ST SUITE 6100A 600 SW COLUMBIA ST SUITE 6100A BEND OR 97702 SITE LEASE 184168 FRATZKE PROPERTY MANAGEMENT FRATZKE PROPERTY MANAGEMENT 963 SW SIMPSON AVE 220 963 SW SIMPSON AVE 220 BEND OR 97702 SITE LEASE 105711 4 3774169 353342 1000 4127511 MEDICAID - MEDICARE 624100 15901148 15901148 OTHER PROGRAM REVENUE 621400 2991706 2991706 HEALTH SERVICE FEES 621400 2352982 2352982 PHARMACY 621400 1245286 1245286 GOV'T AGENCY LEASES 621300 96375 96375 26100 26100 22613597 23852 23852 MISC INCOME 621300 47045 47045 47045 26812005 22660642 23852 713201 713201 14141199 11312959 2828240 439777 351822 87955 1668113 1335543 332570 1269862 1015889 253973 67332 67332 51525 51525 6318 6318 48651 47558 1093 47040 2352 44688 53865 30674 23191 644709 580238 64471 1276620 1056976 219644 113088 101779 11309 88683 61291 27392 533963 507265 26698 49520 37800 11720 SUPPLIES 923565 912067 11498 CONTRACTUAL SERVICES 814619 480258 334361 BAD DEBT 432324 389092 43232 DUES PUBLICATIONS POSTAGE 155851 117938 37913 590856 519715 71141 24130681 18861216 5269465 0 3750 5350 4731467 6988913 603792 439413 1627846 1805318 124099 219445 283105 161233 6437375 2711860 4061364 3725515 685393 206242 78457 11641665 14109037 2008756 2345211 360228 2368984 2345211 X 8667904 11165021 604777 598805 9272681 11763826 11641665 14109037 2681324 -190179 X false true X true true true X 2758945 3018315 4121809 4795461 4127511 18822041 2758945 3018315 4121809 4795461 4127511 18822041 18822041 2902 1126 232 708 23852 28820 152101 100432 166 50242 47045 349986 19200847 72317665 0.98030 0.97620 X PART II, LINE 10 INS. ADJUSTMENTS, AND REIMBURSEMENTS 348,788 MEDICAL RECORDS COPYING 1,198 575000 575000 2579590 481759 2097831 702906 194211 508695 2180989 1793004 387985 398890 242886 156004 3725515 X 26870553 58548 58548 26812005 26812005 24379408 248727 248727 24130681 24130681 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS, AS THE ORGANIZATION HAS NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AS WELL AS THE STATE OF OREGON JURISDICTION. GENERALLY, INCOME TAX FILINGS ARE SUBJECT TO FEDERAL AND STATE EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. TAX RETURNS FILED FOR PERIODS ENDED MAY 31, 2012 AND PRIOR, ARE CONSIDERED CLOSED. IN THE EVENT PENALTIES AND INTEREST ARE ASSESSED BY INCOME TAXING AUTHORITIES, IT IS THE ORGANIZATION'S POLICY TO INCLUDE THESE IN OPERATING EXPENSES. NO PENALTIES OR INTEREST WERE ASSESSED FOR THE YEARS ENDED MAY 31, 2016 AND 2016. SCHEDULE D, PAGE 4, PART XIII FORM 990 PART X LINE 27-23: NET ASSETS CONSISTS OF THE FOLLOWING AS OF MAY, 31: 2016 2015 UNRESTRICTED EQUITY IN PROPERTY AND EQUIPMENT 3,768,960 4,201,354 AVAILABLE FOR GENERAL ACTIVITIES 7,396,061 4,466,550 ----------- ----------- TOTAL UNRESTRICTED NET ASSETS 11,165,021 8,667,904 TEMPORARILY RESTRICTED PROMISE TO GIVE - USE OF FACILITIES 407,313 603,792 HTN PACIFIC SOURCE GRANT 160,000 - VARIOUS PROGRAMS 31,492 985 ----------- ----------- TOTAL TEMPORARILY RESTRICTED 598,805 604,777 ----------- ----------- 11,763,826 9,272,681 X true true X X X false false false false false false false false false MEGAN HAASE CEO 198148 4418 202566 CHRISTINE PIERSON CMO 192023 12897 204920 HEATHER HOLMES PHYSICIAN 218685 10147 228832 DARIN VAUGHAN PHYSICIAN 197296 13894 211190 DIVYA SHARMA PHYSICIAN 193042 8135 201177 JEREMIAH DAVIS PHYSICIAN 180019 4418 184437 MARTIN SMART PHYSICIAN 175260 13894 189154 FORM 990, PAGE 2, PART III, LINE 4D THE REDMOND CLINIC PROVIDED 9,228 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. THE MADRAS CLINIC PROVIDED 8,659 VISITS IN FISCAL 2015-2016, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. IN FISCAL 2015-2016, OUR MADRAS CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT- CENTERED PRIMARY CARE HOMES. OUR SCHOOL-BASED HEALTH CENTERS PROVIDED 6,014 VISITS IN OUR FISCAL YEAR 2015-2016, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, AND CASE MANAGEMENT SERVICES. MOSAIC MEDICAL PROVIDED THE BALANCE OF OUR PRIMARY CARE VISITS THROUGH OUR TWO SATELITE SITES, HARRIMAN HEALTH AND ARIELS COMMUNITY CLINIC, AND OUR MOBILE MEDICAL VAN WHICH BRINGS PRIMARY CARE TO HOMELESS PATIENTS. FORM 990, PART VI ONE BOARD MEMBER IS EMPLOYED AT AN ORGANIZATION WHERE ANOTHER FORM 990, PAGE 6, PART VI, LINE 11B FINANCE COMMITTEE REVIEW AND THEN PRESENTED IN FINANCE REPORT TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C BOARD POLICY DICTATES THAT TRANSACTIONS INVOLVING BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE TO BE FULLY DISCLOSED AND SUBJECT TO BOARD APPROVAL. CONFLICTS OF INTEREST INQUIRIES ARE MADE AT EMPLOYEE ORIENTATION AND REGULARLY EACH YEAR. BOTH MANAGEMENT AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A CHIEF EXECUTIVE OFFICER (CEO)COMPENSATION IS APPROVED BY THE BOARD. THE CEO APPROVES SALARY AND PAY RATES FOR EMPLOYEES AND PROVIDERS. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO APPROVES SALARY AND PAY RATES. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST