2015-03-13T11:14:13-05:00 2014-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2013-07-01 522017095 HEALTHCARE ACCESS MARYLAND INC HEAL 4106490521 201 EAST BALTIMORE STREET NO 1200 BALTIMORE MD 21202 KATHLEEN WESTCOAT CEO 4106490521 2015-02-23 1 LORI S BURGHAUSER P00370694 4104031500 2015-02-23 2013 2016-03-07 17:11:31Z X KATHLEEN WESTCOAT 201 EAST BALTIMORE STREET NO 1200 BALTIMORE MD 21202 18040933 0 X WWW.HEALTHCAREACCESSMARYLAND.ORG X 1997 MD TO DEVELOP AND IMPLEMENT CHARITABLE & EDUCATIONAL PROGRAMS RELATED TO MEDICAID MANAGED CARE. 13 12 188 13 0 0 11230979 16950377 1209244 1082266 -5221 340 7781 7950 12442783 18040933 0 377243 0 0 10215282 14481511 0 0 0 2414138 2906745 12629420 17765499 -186637 275434 1348935 3568877 1281835 3226343 67100 342534 X TO DEVELOP AND IMPLEMENT CHARITABLE & EDUCATIONAL PROGRAMS RELATED TO MEDICAID MANAGED CARE. 1 0 6533073 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. 2549224 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. 2451403 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. 4912601 377243 1090216 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. 4912601 377243 1090216 16446301 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 114 0 188 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KATHLEEN WESTCOAT 4106490521 201 EAST BALTIMORE STREET SUITE BALTIMORE MD 21202 MARLA T ORLOS RNMS BOARD CHAIR 2.00 X X 0 0 0 FREDERICK STRIEDER PHDMSSALCSW-C BOARD VICE CHAIR 1.00 X X 0 0 0 PAULA BROOKS MCLELLAN MSW BOARD SECRETARY 1.00 X X 0 0 0 ERIC DEPEW CPA BOARD TREASURER 1.00 X X 0 0 0 LINDA ALDOORY BOARD MEMBER 1.00 X 0 0 0 OXIRIS BARBOT MD BOARD MEMBER (PART YEAR) 1.00 X 0 0 0 PETER BEILENSON MDMPH BOARD MEMBER 1.00 X 0 0 0 JEAN BUNKER BOARD MEMBER (PART YEAR) 1.00 X 0 0 0 STEVEN M GALEN BOARD MEMBER 1.00 X 0 0 0 MICHAEL C GIBBONS MDMPH BOARD MEMBER 1.00 X 0 0 0 RAFAEL LOPEZ MPA BOARD MEMBER (PART YEAR) 1.00 X 0 0 0 RAEGAN MCDONALD-MOSELY BOARD MEMBER 1.00 X 0 0 0 WENDY M MERRICK BOARD MEMBER 1.00 X 0 0 0 MICHAEL V MISTRETTA BOARD MEMBER (PART YEAR) 1.00 X 0 0 0 SARAH POLK BOARD MEMBER 1.00 X 0 0 0 K MARK PUENTE BOARD MEMBER 1.00 X 0 0 0 H DUANE TAYLOR BOARD MEMBER 1.00 X 0 0 0 KATHLEEN WESTCOAT PRESIDENT/CEO 40.00 X 177659 0 23867 BRUCE BERKEY CFO 40.00 X 70707 0 5114 ROBERT PEZZOLI VP OF ADMINISTRATION 40.00 X 133880 0 20444 RACHEL DODGE DIRECTOR OF FOSTER CARE 40.00 X 123057 0 21109 TRACI KODECK VP OF PROGRAMS 40.00 X 104515 0 14332 SHEILA MACKERTICH VP OF PUBLIC POLICY 40.00 X 109802 0 17220 719620 0 102086 5 0 1 0 I4DM LLC 8227 CLOVERLEAF DRIVE SUITE 312 MILLERSVILLE MD 21108 INFORMATION TECHNOLOGY 152253 1 16295040 655337 16950377 CONTRACTS 624100 632642 632642 CAPITATION REVENUE 624100 449624 449624 1082266 340 340 MISCELLANEOUS 624100 7950 7950 7950 18040933 1090216 0 340 377243 377243 356341 356341 11953389 11539964 413425 228489 222954 5535 1203153 1154464 48689 740139 683181 56958 45959 16443 29516 126362 44150 82212 24334 2601 21733 127752 105199 22553 515432 457736 57696 153215 153215 560502 537096 23406 206430 196463 9967 91926 73486 18440 16071 16071 37474 37474 29822 17660 12162 CLIENT RELATED SERVICES 949594 849983 99611 EXPENDABLE FURNITURE AN 21872 14463 7409 17765499 16446301 1319198 0 585143 963675 597489 2392297 68634 44333 562371 393799 97669 168572 1348935 3568877 426868 1561476 61858 1464867 200000 793109 0 1281835 3226343 X 67100 342534 67100 342534 1348935 3568877 275434 0 X X 0 1 X 1 1 1 X 9227055 11016903 11583390 11230979 16950377 60008704 133700 133700 136302 403702 9227055 11016903 11717090 11364679 17086679 60412406 60412406 856 340 1196 60413602 3278863 1.00000 0.99570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 20000 0 0 20000 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 8988 49088 122419 87957 34462 381876 296854 85022 168572 X 17799992 136302 136302 17663690 377243 377243 18040933 17524558 136302 136302 17388256 377243 377243 17765499 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, 2014 AND 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS NETTED WITH EXPENSE ON THE FINANCIAL STATEMENTS 377,243. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT EXPENSES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 377,243. 0 THE MOSAIC GROUP INC 201498523 377243 TO SUPPORT THE RE-INVENTING PUBLIC HEALTH: LEADERSHIP IN ACTION NETWORK PROGRAM 0 1 X X X 0 0 0 0 0 0 0 0 0 KATHLEEN WESTCOAT PRESIDENT/CEO 177659 0 0 0 0 0 7168 0 16699 0 201526 0 0 0 ROBERT PEZZOLI VP OF ADMINISTRATION 133880 0 0 0 0 0 5355 0 15089 0 154324 0 0 0 THE MOSAIC GROUP INC IN-DIRECT BUSINESS 377273 HEALTHCARE ACCESS OF MARYLAND, INC. ADMINISTERED A GRANT TO THE MOSAIC GROUP TO FUND THE PUBLIC HEALTH LEADERSHIP PROJECT. MARLA OROS IS THE PRESIDENT OF THE MOSAIC GROUP, INC. 0 FORM 990, PART III, LINE 2 HEALTHCARE ACCESS OF MARYLAND BEGAN A PROGRAM WHICH PROVIDES MARYLAND RESIDENTS WITH ASSISTANCE NAVIGATING HEALTH PLAN ENROLLMENT AND DETERMINING ANY POTENTIAL SUBSIDY UNDER THE AFFORDABLE CARE ACT. FORM 990, PART VI, SECTION B, LINE 11 THE ENTIRE BOARD OF DIRECTORS REVIEWED THE FORM 990 AT THE FEBRUARY 19, 2015 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 PRESIDENT/CEO IS RESPONSIBLE FOR REVIEWING THE MATTER AND MAY TAKE APPROPRIATE ACTION AS NECESSARY TO PROTECT THE INTERESTS OF THE ORGANIZATION. THE PRESIDENT 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.