2025-11-05T16:55:35-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 061622668 CENTERING HEALTHCARE INSTITUTE INC CENT 8572847570 89 SOUTH STREET LL-02 BOSTON MA 02111 TISHA SANTILLANA-ADAMS COO 8572847570 2025-11-03 1 0 DANIELLE NIHILL P01350943 7819821001 2025-11-03 2024 2025-03-06 01:10:19Z TISHA SANTILLANA-ADAMS 89 SOUTH STREET LL-02 BOSTON MA 02111 7799116 0 X WWW.CENTERINGHEALTHCARE.ORG X 2001 CT CENTERING HEALTHCARE INSTITUTE IS A NON-PROFIT ORGANIZATION THAT WORKS CLOSELY WITH HEALTHCARE PROVIDERS FROM ALL SECTORS TO CHANGE AND IMPROVE PRENATAL CARE. CHI HAS OVER TWO DECADES OF EXPERIENCE AND HAS DEVELOPED IT GROUP CARE CENTERING MODEL IN NEARLY 500 PRACTICE SITES AND IN SOME OF THE LARGEST HEALTH SYSTEMS IN THE WORLD. 12 11 59 16 0 0 4614369 4778019 1559426 1999604 270269 488382 252690 242701 6696754 7508706 4250 0 0 0 5136255 6258695 5951 2115 614009 2172774 4762380 7319230 11023190 -622476 -3514484 16605892 13908500 2969272 3555225 13636620 10353275 X CENTERING HEALTHCARE INSTITUTE, INC. (CHI) PROVIDES EXPERTISE, TRAINING AND MATERIALS TO CLINICAL PRACTICE SITES TO START AND SUSTAIN CENTERING GROUP CARE PRACTICE. CHI IS ON THE FRONT LINES OF TRANSFORMING BIRTH OUTCOMES AND FAMILY HEALTH IN THE UNITED STATES BY CHANGING THE PARADIGM OF HEALTH SERVICES FROM INDIVIDUAL VISITS TO A GROUP CARE MODEL THAT EFFECTIVELY ADDRESSES THE COMPLEX SOCIAL DETERMINANTS OF HEALTH. CENTERING, AN EVIDENCE-BASED MODEL OF GROUP MEDICAL VISITS, BRINGS PATIENTS OUT OF THE EXAM ROOM AND INTO A GROUP SETTING WHERE THEY LEARN FROM THEIR PROVIDERS AND EACH OTHER. IN EACH TWO HOUR VISIT, THERE IS AMPLE TIME FOR HEALTH ASSESSMENT, INTERACTIVE LEARNING AND COMMUNITY BUILDING. VISITS MEET NATIONALLY RECOGNIZED CLINICAL STANDARDS AND ARE FACILITATED BY A CREDENTIALED HEALTH PROVIDER. 0 0 8638382 0 2239886 THE ORGANIZATION HAS DEVELOPED A FLEXIBLE IMPLEMENTATION SUPPORT AND MODEL OF GROUP TRAINING PLAN FOR CLINICAL PRACTICES DESIRING TO START OUR CENTERING CARE THAT INCLUDES: CONSULTING SUPPORT TO ESTABLISH SYSTEMS AND PROCESSES TO ENROLL PATIENTS, SCHEDULE AND MANAGE GROUP VISITS; TRAINING FOR CLINICAL STAFF TO FACILITATE CENTERING GROUPS TO HELP ENSURE OPTIMAL OUTCOMES FOR PATIENTS; TRAINING FOR BILLING AND CODING STAFF TO ENSURE FINANCIAL SUSTAINABILITY OF THE CENTERING PRACTICE; QUALITY ASSURANCE AND ACCREDITATION TO ENSURE THE ONGOING QUALITY, SUSTAINABILITY AND ADHERENCE TO THE EVIDENCE-BASED CENTERING CARE MODEL. IN 2024, CHI ENDED THE YEAR WITH APPROXIMATELY 480 CLIENT PRACTICE LOCATIONS INCLUDING 103 NEW PRACTICE LOCATIONS ADDED DURING THE YEAR; STARTED OR CONTINUED PROVIDING IMPLEMENTATION SUPPORT TO 62 SITES AND CONCLUDED 43 IMPLEMENTATION PLANS; TRAINED 846 CLINICAL STAFF IN FACILITATION TRAINING WORKSHOPS. IT IS ESTIMATED THAT CHI'S CLIENTS PROVIDED CARE TO APPROXIMATELY 28,000 PEOPLE. 8638382 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 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 1 22 0 1 59 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X SURENDRA POKHAREL 8572847570 89 SOUTH STREET BOSTON MA 02111 TAMMEA TYLER CHIEF EXECUTIVE OFFICER 40.00 X 249504 0 20169 SHANNON MERRELL SR VICE PRESIDENT OF PROGRAMS 40.00 X 203000 0 14948 TAMARA WILCHER PITTS CHIEF ADMIN OFFICER UNTIL 10/2024 40.00 X 190471 0 22871 MARY J FITZMAURICE DIR. OF BUSINESS DEVELOPMENT 40.00 X 183814 0 32188 LISA MIMS STRATTON INTERIM SR. VP OF EXTERNAL ENGMT. 40.00 X 176829 0 22137 SURENDRA POKHAREL SENIOR DIRECTOR OF FINANCE 40.00 X 152954 0 27746 JONATHAN HAYES SENIOR DIRECTOR OF IT 40.00 X 150817 0 33442 BRIAN ANTHONY MACIAS VP OF FINANCE 07/2024-11/2024 40.00 X 77178 0 5083 PIIA HANSON DIRECTOR 1.00 X 45836 0 144 ANDREA DARBY-STEWART MD CHAIR 12.50 X X 0 0 0 ARIANNE GRAHAM VICE CHAIR 5.00 X X 0 0 0 EVA N BOYCE TREASURER 5.00 X X 0 0 0 SHARON RISING CNM MSN FOUNDER UNTIL 02/2024 5.00 X X 0 0 0 CARMEN STRICKLAND MD MPH DIRECTOR 1.00 X 0 0 0 MARGARET LARKINS-PETTIGREW MD MED DIRECTOR 1.00 X 0 0 0 MICHELLE PROSER DIRECTOR 1.00 X 0 0 0 GERALYN TRUJILLO DIRECTOR 1.00 X 0 0 0 CRYSTA MEEKINS DIRECTOR 1.00 X 0 0 0 TRACY WANG DIRECTOR AS OF 03/2024 1.00 X 0 0 0 EVELYN GALLEGO DIRECTOR AS OF 05/2024 1.00 X 0 0 0 LATESE BRIGGS DIRECTOR 1.00 X 0 0 0 JEN QUINN DIRECTOR 1.00 X 0 0 0 CHRISTINE JONES DIRECTOR 1.00 X 0 0 0 1430403 0 178728 15 0 1 0 COMMUNITY COUNSELING SERVICES 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 EXECUTIVE TRAINING TO CEO AND EXECUTIVES 462324 AXIS TALENT PARTNERS PO BOX 899 RHINEBECK NY 12572 EMPLOYEE HIRING CONSULTANT- STAFFING AGE 418750 MOXIE STRATEGIES LLC 603-605 MATTISON AVENUE STE 2100 ASBURY PARK NJ 07712 MARKETING AND AWARENESS CAMPAIGN 381186 MANATT HEALTH STRATEGIES LLC 2049 CENTURY PARK EAST STE 1700 LOS ANGELES CA 90067 DEVELOPING TOOLS FOR CENTERING REVENUE G 323098 COLEAGUE 3018 MORLEY ROAD SHAKER HEIGHTS OH 44122 DEVELOPING TOOLS FOR CENTERING REVENUE G 292165 11 4778019 4778019 PROGRAM SERVICE REVENUE 541900 1999604 1999604 1999604 488382 488382 487083 290410 196673 196673 MISC. PROGRAM SERVICE REVENUE 541990 43609 43609 OTHER REVENUE 541990 2419 2419 46028 7508706 2239886 0 490801 X 659305 169155 191879 298271 4552346 3858460 652187 41699 175557 147890 25017 2650 454399 394124 60275 417088 326269 66356 24463 6 6 88749 88749 2115 2115 22730 22730 2869637 2220958 478328 170351 507844 443709 46860 17275 94144 82560 8001 3583 241635 211119 22296 8220 10200 8912 941 347 191860 168278 16250 7332 100965 88555 8551 3859 41337 32175 6694 2468 20022 17561 1696 765 STAFF DEVELOPMENT 209775 183990 17768 8017 PAYROLL PROCESSING FEE 157647 138270 13352 6025 WORKSHOP EXPENSES 64131 56248 5432 2451 DUES AND SUBSCRIPTIONS 33180 29102 2810 1268 108518 61047 34621 12850 11023190 8638382 1770799 614009 329914 309138 3586073 3356986 5545520 1888740 58699 174397 120627 80801 29667 85066 0 0 41337 0 6034155 7785543 859900 227829 16605892 13908500 471199 707343 2498073 2847882 2969272 3555225 X 6942244 7161897 6694376 3191378 13636620 10353275 16605892 13908500 -3514484 231139 0 X 0 1 X 1 0 X 15147344 3108577 10879611 4614369 4778019 38527920 740946 1255387 1693725 1958941 2486687 8135686 15888290 4363964 12573336 6573310 7264706 46663606 1030 1030 9319634 1570215 9825601 2911321 4249061 27875832 9319634 1570215 9825601 2911321 4250091 27876862 18786744 42467 61983 87521 270269 488382 950622 42467 61983 87521 270269 488382 950622 25482 41002 33263 53413 46028 199188 15956239 4466949 12694120 6896992 7799116 47813416 0.39290 0.42130 0.01990 0.01070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 25,482. 2021 AMOUNT: $ 41,002. 2022 AMOUNT: $ 33,263. 2023 AMOUNT: $ 53,413. 2024 AMOUNT: $ 46,028. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BPB FIDELITY INVESTMENT OAC 4351718 C RAYMOND JAMES BDR 3433825 C 7785543 7717115 231139 231139 7485976 22730 22730 7508706 11000460 0 11000460 22730 22730 11023190 X X X X 1 0 0 0 0 0 0 0 0 TAMMEA TYLER CHIEF EXECUTIVE OFFICER 247504 0 2000 0 0 0 8143 0 12026 0 269673 0 0 0 SHANNON MERRELL SR VICE PRESIDENT OF PROGRAMS 191000 0 12000 0 0 0 12739 0 2209 0 217948 0 0 0 TAMARA WILCHER PITTS CHIEF ADMIN OFFICER UNTIL 10/2024 151851 0 1000 0 37620 0 9429 0 13442 0 213342 0 0 0 MARY J FITZMAURICE DIR. OF BUSINESS DEVELOPMENT 93011 0 90803 0 0 0 119 0 32069 0 216002 0 0 0 LISA MIMS STRATTON INTERIM SR. VP OF EXTERNAL ENGMT. 98939 0 77890 0 0 0 11087 0 11050 0 198966 0 0 0 SURENDRA POKHAREL SENIOR DIRECTOR OF FINANCE 150954 0 2000 0 0 0 9817 0 17929 0 180700 0 0 0 JONATHAN HAYES SENIOR DIRECTOR OF IT 121571 0 1000 0 28246 0 7932 0 25510 0 184259 0 0 0 PART I, LINE 3 THE PROCESS FOR REVIEW AND DETERMINATION OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OFFICER'S AND KEY EMPLOYEES IS A PROCESS INITIATED BY THE BOARD OF DIRECTORS. IT INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF WHICH NONE HAD A CONFLICT OF INTEREST. REVIEW OF SALARY DATA FOR OTHER NON-PROFITS OF SIMILAR SIZE (REVENUE AND NUMBER OF STAFF) IS UNDERTAKEN. THIS PROCESS AND FINAL DECISIONS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. PART I, LINE 4A TAMARA WILCHER PITTS, CHIEF ADMIN OFFICER, RECEIVED SEVERANCE PAYMENTS FROM OCTOBER 04, 2024, TO DECEMBER 31, 2024, TOTALING $37,620. JONATHAN HAYES, SENIOR DIRECTOR OF IT RECEIVED A SEVERANCE PAYMENT OF $28,246 ON DECEMBER 06, 2024. FORM 990, PART VI, SECTION A, LINE 1A AT TIMES, THE BOARD MAY ELECT INDIVIDUALS TO SERVE ON A COMMITTEE. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD, SHALL HAVE AND MAY EXERCISE THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B AN INITIAL DRAFT OF FORM 990 IS PREPARED BY CHI'S AUDITORS, THIS DRAFT 990 IS REVIEWED AND APPROVED BY CHI'S FINANCE & AUDIT COMMITTEE AND ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS KEPT ON FILE AND REVIEWED BY THE BOARD. IF A CONFLICT ARISES DURING THE YEAR, THE BOARD MEMBER SHALL IMMEDIATELY NOTIFY THE CHAIR OF THE BOARD WHO WILL DETERMINE THE APPROPRIATE RESOLUTION. THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR REVIEW AND DETERMINATION OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OFFICER'S AND KEY EMPLOYEES IS A PROCESS INITIATED BY THE BOARD OF DIRECTORS. IT INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF WHICH NONE HAD A CONFLICT OF INTEREST. A REVIEW OF SALARY DATA FOR OTHER NON-PROFITS OF SIMILAR SIZE (REVENUE AND NUMBER OF STAFF) IS UNDERTAKEN. THIS PROCESS AND FINAL DECISIONS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING & OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,220,958. MANAGEMENT AND GENERAL EXPENSES 478,328. FUNDRAISING EXPENSES 170,351. TOTAL EXPENSES 2,869,637.