2015-11-11T10:54:54-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2014-07-01 560621073 CARE RING INC CARE 7043750172 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 JEFF R BRINKMAN TREASURER 7043750172 2015-11-10 1 JOHN NORMAN P01506766 7049985200 2014 2016-02-25 16:41:14Z DON JONAS 601 EAST 5TH STREET NO 140 CHARLOTTE NC 28202 2673303 0 X WWW.CARERINGNC.ORG X 1955 NC TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 19 19 49 1885 0 0 1853820 2168202 255450 414323 10621 16914 -65442 -21057 2054449 2578382 0 0 0 0 1509221 1907358 0 0 415327 621191 631798 2130412 2539156 -75963 39226 1951734 2010385 23468 48774 1928266 1961611 TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 0 0 509340 224710 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 75% 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 LOWCOST CLINIC PROVIDED CARE TO 2,682 AND 2,220 PATIENTS FOR THE YEARS ENDED JUNE 30, 2015 AND 2014, RESPECTIVELY. 643005 189613 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, 2015, PRO PROVIDED APPROXIMATELY $13.2 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 3,426 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2014, PRO PROVIDED APPROXIMATELY $11 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 3,866 PATIENTS ENROLLED IN THE PROGRAM. 826244 CARE RING'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 2015, NFP HAS SERVED 531 FIRST-TIME MOMS AND 342 INFANTS WITH INTENSIVE HOME VISITATION SERVICES. 1978589 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 9 0 1 49 1 0 0 0 0 1 1 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CFSC SHARED SERVICES-DBROWN 7049439515 601 E 5TH STREET CHARLOTTE NC 28202 WILLIAM W HADLEY CHAIRMAN 2.00 X X 0 0 0 GREGG KIEHL IMMEDIATE PAST CHAIRMAN 2.00 X X 0 0 0 D CHANNING ROUSH DIRECTOR 1.00 X 0 0 0 DAVID A JACOBS DIRECTOR 1.00 X 0 0 0 JEFF R BRINKMAN TREASURER 2.00 X X 0 0 0 K MITCHELL KELLING DIRECTOR 1.00 X 0 0 0 BLAIR S PRIMIS DIRECTOR 1.00 X 0 0 0 MOLLY PLISZKA DIRECTOR 1.00 X 0 0 0 KRISTIN WADE SECRETARY 2.00 X X 0 0 0 ELIZABETH WINER DIRECTOR 1.00 X 0 0 0 MARK MARKIEWICZ VICE CHAIRMAN 1.00 X 0 0 0 TIFFANI TEDDER DIRECTOR 1.00 X 0 0 0 SCOTT B DAVIS DIRECTOR 1.00 X 0 0 0 MEREDITH DOLHARE DIRECTOR 1.00 X 0 0 0 ALICIA V MORRIS DIRECTOR 1.00 X 0 0 0 ANDREW MUELLER DIRECTOR 1.00 X 0 0 0 NEAL D NOLAND DIRECTOR 1.00 X 0 0 0 TRICIA RODNEY DIRECTOR 1.00 X 0 0 0 PATRICK RYAN DIRECTOR 1.00 X 0 0 0 DON JONAS EXECUTIVE DIRECTOR 40.00 X 99094 0 20857 99094 0 20857 0 0 0 0 0 481614 223151 689428 774009 2168202 PROGRAM SERVICE FEES 900099 414323 414323 414323 16914 16914 74156 223151 94921 -20765 -20765 LOSS ON EQUIPMENT DISP 900099 -292 -292 -292 2578382 414323 0 -4143 124145 46555 62071 15519 1388789 1129803 18465 240521 24953 20703 374 3876 217215 176856 2872 37487 152256 120120 5751 26385 68050 48933 10381 8736 164312 143861 3015 17436 7929 3858 48 4023 76046 55535 2711 17800 61774 52070 1946 7758 3609 1525 62 2022 121698 100687 3036 17975 41641 28278 3348 10015 22929 16372 3227 3330 18130 18130 23721 15448 7548 725 PROGRAM ASSISTANCE 9428 9420 8 BOOKS AND REFERENCE MAT 6654 6389 23 242 VOLUNTEER 3059 1976 264 819 DUES AND MEMBERSHIPS 2818 200 1968 650 2539156 1978589 145240 415327 132095 291719 390499 390318 533412 544427 144328 44355 25028 26051 180251 123205 67468 57046 334904 340469 324000 316000 1951734 2010385 23468 48774 23468 48774 X 705271 603650 1059854 1194820 163141 163141 1928266 1961611 1951734 2010385 39226 -5881 0 X X 0 1 X 1 0 X 1462291 1878897 1464080 1853820 2168202 8827290 1462291 1878897 1464080 1853820 2168202 8827290 611752 8215538 51452 1859 8377 10621 16914 89223 29160 18000 47160 8963673 1481199 0.91650 0.85750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 334904 9461 3896 340469 290721 47690 3507 334904 300339 34504 40042 4080 290721 307263 -3592 3332 300339 257671 52864 3272 307263 0.48000 0.52000 1 0 139381 84457 54924 40870 38748 2122 57046 COMMUNITY FOUNDATION ACCOUNT 340469 F 340469 DEFERRED LEASE COSTS 316000 316000 X 16027428 -5881 13430094 24833 13449046 2578382 0 2578382 15993791 13430094 24541 13454635 2539156 0 2539156 PART V, LINE 4: TO PROVIDE EARNINGS TO BE USED IN OPERATIONS. 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, 2015 OR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN EXPENSES ON AUDITED FINANCIAL STATEMENTS 24,541. LOSS ON EQUIPMENT DISPOSALS 292. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN EXPENSES ON AUDITED FINANCIAL STATEMENTS 24,541. GALA 136301 62145 74156 3567 28811 5150 32852 LUNCHEON 161006 161006 1474 21071 1996 297307 223151 74156 5041 49882 5150 34848 94921 -20765 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE, BOARD OF DIRECTORS, AND THE EXECUTIVE DIRECTOR REVIEW THE FORM 990 BEFORE FILING. 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 BOARD OF DIRECTORS APPOINTED AN AD HOC COMMITTEE, THE CARE RING COMPENSATION COMMITTEE, TO EVALUATE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION COMMITTEE WAS COMPRISED OF THE BOARD CHAIR, THE TREASURER, ONE EXECUTIVE COMMITTEE MEMBER, THE HUMAN RESOURCES DIRECTOR (NON-VOTING) AND AT LEAST ONE BUT NOT MORE THAN THREE MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE FIRST MET TO CONFIRM THE GOALS AND CONSIDER COMPENSATION. THE COMMITTEE USED FOUR SALARY SURVEY SOURCES (MERCER, CFSC PEER ANALYSIS, GUIDESTAR AND NON-PROFIT 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 CONTROLLER. THE ANNUAL BUDGET CONTAINS A DETAILED SCHEDULE OF COMPENSATION FOR EMPLOYEES AND THE EXECUTIVE DIRECTOR. ONCE THE COMMITTEE REACHED A CONSENSUS REGARDING PERFORMANCE, IT DISCUSSES COMPENSATION RELATIVE TO THE ANNUAL BENCHMARKS AND ESTABLISED OBJECTIVES. THE COMMITTEE PRESENTED 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.