2015-05-13T13:36:58-05:00 2014-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2013-07-01 521638592 CHASE BREXTON HEALTH SERVICES INC % ROBIN BROOKS CHAS 4107520954 1111 NORTH CHARLES STREET Suite BALTIMORE MD 21201 ROBIN BROOKS CFO 4107520954 2015-05-07 true Brian D Todd P00422601 4107520954 2013 2016-02-25 16:41:14Z RICHARD LARISON 1111 NORTH CHARLES STREET BALTIMORE MD 21201 75413323 false X WWW.CHASEBREXTON.ORG X 1989 MD AT CHASE BREXTON HEALTH SERVICES, WE ARE PASSIONATE ABOUT PEOPLE AND THEIR HEALTH CARE NEEDS. WE ARE AN ACCREDITED FQHC PROVIDING CULTURALLY RELEVANT, COLLABORATIVE CARE. 18 18 391 22 0 12791035 9271983 45964254 55138738 907069 5324 224865 1080311 59887223 65496356 349079 376490 0 0 19988399 25135209 0 0 312354 30667434 37659873 51004912 63171572 8882311 2324784 37574009 32407650 10312535 10788537 27261474 21619113 X THE MISSION OF CHASE BREXTON HEALTH SERVICES IS TO PROVIDE COMPASSIONATE, QUALITY HEALTHCARE THAT HONORS DIVERSITY, INSPIRES WELLNESS AND IMPROVES OUR COMMUNITIES. false false 28609215 41757625 PHARMACY - OFFERING A COMPLETE RANGE OF PRESCRIPTION MEDICATIONS, THE CHASE BREXTON PHARMACY PROVIDES CARE TO ALL CHASE BREXTON PATIENTS. THE CHASE BREXTON PHARMACY STAFF SPECIALIZES IN COMPLEX, CHRONIC ILLNESS MEDICATIONS AND TREATMENT PLANS AND PROVIDES INSIGHT AND EDUCATION TO ALL PATIENTS. ADDITIONALLY, BECAUSE NEARLY 10% OF OUR PATIENTS ARE HIV+, OUR PHARMACY PROVIDES A PARTICULAR FOCUS ON HIV-RELATED SUPPORT AND MEDICATIONS. SEE SCHEDULE O FOR MORE INFORMATION. 11879702 299552 9196497 MEDICAL - CHASE BREXTON'S BOARD CERTIFIED PRIMARY CARE PROVIDERS SERVED PATIENTS WITH AN EMPHASIS ON PROVIDING PATIENT-CENTERED CARE TO PEOPLE ACROSS THEIR LIFESPAN. CHASE BREXTON MAKES IT A PRIORITY TO PROVIDE EQUITY OF CARE TO UNDERSERVED POPULATIONS. SEE SCHEDULE O FOR MORE INFORMATION. 6702299 2393227 MENTAL HEALTH - CHASE BREXTON'S DIVERSE BEHAVIORAL HEALTH SERVICES AND PROGRAMS FOCUS ON A "WHOLE-PERSON" PHILOSOPHY OF CARE TO HELP PATIENTS MANAGE ALL ASPECTS OF THEIR WELL-BEING, SO THEY CAN THRIVE. MENTAL HEALTH SERVICES PROVIDED BY CHASE BREXTON INCLUDE INDIVIDUAL THERAPY, COUPLES THERAPY, GROUP THERAPY, PSYCHIATRY, MEDICATION MANAGEMENT, ADDITIONS COUNSELING, ADDICTIONS INTENSIVE OUTPATIENT PROGRAM, SMOKING CESSATION CLASSES, AND CLASSES TO CONTRIBUTE TO OUR PATIENTS' HAPPINESS AND HEALTH. OUR SERVICES ARE LGBT-AFFIRMING AND SENSITIVE TO THE PSYCHOLOGICAL ASPECTS OF HIV/AIDS. TREATMENT OPTIONS ARE DETERMINED BY THE INDIVIDUAL'S NEEDS. 5696590 76938 1791389 52887806 true true false false false false false false false false true false false false true false false true false false false false false false false false false true true true false false false false false false false false false false false false false true true true false false true 3 0 true 391 true false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false MD PA X ROBIN BROOKS 4107520954 1111 NORTH CHARLES STREET BALTIMORE MD 21201 ANGELINA T SUTTON DIRECTOR 2.0 X 0 0 JACK K BOYSON DIRECTOR 2.0 X 0 0 WALTER F ATHA DIRECTOR 2.0 X 0 0 SAMUEL V FULLER DIRECTOR 2.0 X 0 0 RONALD J TAYLOR DIRECTOR 2.0 X 0 0 JAMES M SPELLISSY DIRECTOR 2.0 X 0 0 JOHN A MURPHY DIRECTOR 2.0 X 0 0 LUZ LOPEZ-ORTIZ DIRECTOR 2.0 X 0 0 JOANNE FRITZ KRAUS DIRECTOR 2.0 X 0 0 KRISTINE HOLMES DIRECTOR 2.0 X 0 0 LESLIE PITTON DIRECTOR 2.0 0.5 X 0 0 MAUREEN CUNNINGHAM DIRECTOR 2.0 X 0 0 NEHA SHETH DIRECTOR 2.0 X 0 0 MARC CROSS DIRECTOR 2.0 X 0 0 TOMMY FLOW SECRETARY 4.0 X X 0 0 DEBRA A PATRICK TREASURER 4.0 X X 0 0 CAROLYN KENNEDY VICE PRESIDENT 4.0 0.5 X X 0 0 KIMBERLY PRICE PRESIDENT 4.0 0.5 X X 0 0 RICHARD LARISON CEO 40.0 1.0 X 350163 0 23517 BRET MINARIK CFO ENDING 10/2013 40.0 2.0 X 162514 0 8708 ROBIN BROOKS CFO BEGINNING 10/2013 40.0 X 30984 0 21 JOYCE JONES CHIEF MEDICAL OFFICER 40.0 X 183653 0 3287 JUDY LAPINSKI CHIEF OPERATING OFFICER 40.0 X 155909 0 8436 AMINA CHANDHRY MD CHIEF MEDICAL OFFICER 40.0 X 153143 0 1279 JEFFREY JENSEN PSYCHIATRIST 40.0 X 204072 0 4438 BILLY WOODWARD DIRECTOR, DENTAL SERVICES 40.0 X 178466 0 5130 EDUARDO LEON GUERRERO FAMILY PHYSICIAN 40.0 X 189210 0 4438 TARA PATTERSON PSYCHIATRIST 40.0 X 167868 0 9937 TRACEY GERSH EXECUTIVE DIRECTOR 40.0 X 172065 0 4912 1948047 0 74103 41 false true false DAVID ALAN WEINSTEIN CONSULTING SERVICES 146097 1 5113331 4158652 9271983 NET PATIENT SERVICE REVENUE 624100 12622466 12622466 340B PHARMACY REVENUE 624100 41757625 41757625 CAPITATION REVENUE 624100 207406 207406 EHR INCENTIVE REVENUE 624100 238000 238000 OTHER REVENUE 624100 313241 313241 55138738 375686 375686 0 0 0 0 0 8309601 1237004 8309601 1607366 -370362 -370362 -370362 0 0 0 INCOME FROM EQUITY INVESTEE 900099 1080311 1080311 1080311 65496356 55138738 1085635 299552 299552 76938 76938 0 0 1278075 567422 710653 0 20333464 16754203 3444776 134485 216300 206865 9051 384 1764044 1340076 416094 7874 1543326 1279770 253186 10370 0 113983 113983 99184 99184 0 0 0 1800891 1400770 379879 20242 485902 1374 484528 1087668 638971 386882 61815 849189 215177 631854 2158 0 2434404 889686 1522939 21779 146102 93649 50566 1887 0 116133 65013 51059 61 288938 288938 0 1010702 340038 652008 18656 81081 51073 29787 221 MEDICAL SUPPLIES & DRUGS 27740591 27740591 BAD DEBT 705505 705505 RECRUITING & RETENTION 309441 24466 265775 19200 LICENSES, DUES, SUBSCRIPTIONS 190714 88466 98566 3682 199445 108201 81704 9540 63171572 52887806 9971412 312354 6996358 5544887 8065507 2592299 4741892 1901680 3178332 3767271 0 0 0 0 6241100 6241100 451189 501373 301542 133617 8158090 2417944 4280343 5740146 3046007 5674000 14362 14868 0 0 0 0 257377 296409 37574009 32407650 4816140 6192773 0 0 0 0 0 0 0 0 0 0 712000 2903599 0 0 4784395 1692165 10312535 10788537 X 26762036 21308213 499438 310900 0 0 27261474 21619113 37574009 32407650 X 2324784 616978 -8584123 X false true X true true true X 6839916 7001944 7157587 12791035 9271983 43062465 0 0 6839916 7001944 7157587 12791035 9271983 43062465 1368404 41694061 578166 586910 415432 121384 375686 2077578 0 0 45140043 220115691 0.92366 0.94498 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1840209 737632 1102577 5744582 1680312 4064270 573299 573299 5740146 0 Due to related party 1692165 1692165 57382606 616978 -7034859 -6417881 63800487 1695869 1695869 65496356 62836429 370362 370362 62466067 705505 705505 63171572 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12: $( 8,584,123) TRANSFER TO AFFILIATE ( 705,505) BAD DEBT 2,254,769 NET ASSETS RELEASED FROM RESTRICTION ------------ $( 7,034,859) TOTAL SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ 2,066,231 TEMPORARILY RESTRICTED CONTRIBUTIONS ( 370,362) LOSS ON SALE OF FIXED ASSETS ------------ $ 1,695,869 TOTAL SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25: $ 370,362 LOSS ON SALE OF FIXED ASSETS SCHEDULE D, PART XII, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1: $ 705,505 BAD DEBT true JOHNS HOPKINS UNIVERSITY 1830 E MONUMENT STREET BALTIMORE MD 21205 520595110 501(C)(3) 299552 HIV SERVICES 1 TRANSPORTATION ASSISTANCE 13309 42463 UTILITY ASSISTANCE 34 17409 HOUSING ASSISTANCE 22 12558 EYE CARE ASSISTANCE 31 3449 APPLIANCE/FURNITURE ASSISTANCE 2 1059 SCHEDULE I, PART I, LINE 2 JOHNS HOPKINS - THE GRANT RECIPIENT MAINTAINS AND RETAINS ALL RECORDS AND OTHER DOCUMENTS RELATED TO THE GRANT AGREEMENT FOR A PERIOD OF 6 YEARS. THE GRANT RECIPIENT MAKES THOSE RECORDS AVAILABLE FOR INSPECTION AND AUDIT AT ANY TIME TO THE REPRESENTATIVES OF THE ORGANIZATION. EVERY YEAR THE ORGANIZATION AUDITS THE GRANT RECIPIENT. PAYMENT OF GRANT FUNDS WILL NOT BE MADE WITHOUT ALL SUPPORTING DOCUMENTATION. INDIVIDUAL GRANTS - THE ORGANIZATION SELECTS GRANT RECIPIENTS BASED ON IMMEDIATE NEED. FUNDS ARE USED IMMEDIATELY BY THE RECIPIENT. X X X X X X false false false false false false false true true true RICHARD LARISON CEO 261269 0 71394 0 17500 0 18271 0 5246 0 373680 0 0 0 BRET MINARIK CFO ENDING 10/2013 160989 0 1525 0 0 0 2162 0 6546 0 171222 0 0 0 JEFFREY JENSEN PSYCHIATRIST 202177 0 1895 0 0 0 3419 0 1019 0 208510 0 0 0 BILLY WOODWARD DIRECTOR, DENTAL SERVICES 176739 0 1727 0 0 0 0 0 5130 0 183596 0 0 0 EDUARDO LEON GUERRERO FAMILY PHYSICIAN 181466 0 7744 0 0 0 3419 0 1019 0 193648 0 0 0 TARA PATTERSON PSYCHIATRIST 166190 0 1678 0 0 0 2567 0 7370 0 177805 0 0 0 JOYCE JONES CHIEF MEDICAL OFFICER 181730 0 1923 0 0 0 0 0 3287 0 186940 0 0 0 JUDY LAPINSKI CHIEF OPERATING OFFICER 154390 0 1519 0 0 0 2203 0 6233 0 164345 0 0 0 AMINA CHANDHRY MD CHIEF MEDICAL OFFICER 153143 0 0 0 0 0 0 0 1279 0 154422 0 0 0 TRACEY GERSH EXECUTIVE DIRECTOR 163042 0 9023 0 0 0 3137 0 1775 0 176977 0 0 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: EMPLOYEE BONUSES ARE DETERMINED BASED ON MEASUREMENTS ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS. THESE MEASURES MAY INCLUDE, BUT ARE NOT LIMITED TO, SCORECARD TARGETS AND PROVIDER BONUSES FOR REACHING PRODUCTIVITY GOALS AND QUALITY MEASURES. SCHEDULE J, PART I, LINE 8 INITIAL CONTRACT EXCEPTION: ROBIN BROOKS, CFO, SIGNED AN INITIAL CONTRACT DURING THE FISCAL YEAR WHICH FELL UNDER THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). ROBIN WAS NOT A PREVIOUSLY DISQUALIFIED INDIVIDUAL BEFORE SIGNING THE CONTRACT, AND DID NOT RECEIVE ANY SIGNING BONUS BUT RATHER FIXED-PAYMENTS ONLY. FORM 990, PART III, LINE 4A PHARMACY SERVICES: DUE TO THE COMPLEX NATURE OF HIV TREATMENT, EVERY HIV PATIENT IS PROVIDED CARE THROUGH OUR INTENSIVE EDUCATION AND COMPREHENSIVE SUPPORT PROGRAM, MEDICATION SUPPORT TEAM (MST). THIS TEAM, WHICH HAS RECENTLY EXPANDED TO ALSO WORK WITH OTHER CHRONICALLY ILL PATIENTS, HELPS PATIENTS TO BETTER UNDERSTAND, MANAGE, AND COPE WITH THEIR MEDICATIONS AND DISEASES. CHASE BREXTON ALSO OFFERS HOME DELIVERY OF MEDICATIONS TO THOSE IN NEED. FORM 990, PART III, LINE 4B MEDICAL SERVICES: WE PROVIDE CARE TO PATIENTS OF ALL AGES, RACES, GENDERS, GENDER IDENTITIES, RELIGIONS, SEXUAL ORIENTATIONS, ETHNICITIES, AND SOCIOECONOMIC STATUSES. BECAUSE OF OUR SPECIAL EMPHASIS ON AFFIRMING, OPEN CARE, WE HAVE FOUND THAT MORE THAN 20% OF OUR PATIENTS IDENTIFY AS LESBIAN, GAY, BISEXUAL, OR TRANSGENDER. WE ALSO STAFF BOARD CERTIFIED INFECTIOUS DISEASE PHYSICIANS TO CARE FOR THOSE WITH HIV, HEPATITIS C, AND OTHER INFECTIOUS DISEASES THAT HAVE TAKEN HOLD IN OUR COMMUNITIES. ADDITIONALLY, OUR ABILITY TO PROVIDE CARE FOR ALL IS OF PARTICULAR IMPORTANCE AS THE NUMBER OF UNINSURED WE SERVE HAS STEADILY RISEN IN THE PAST YEARS. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES: CASE MANAGEMENT - CASE MANAGERS HELP PEOPLE HELP THEMSELVES, INCLUDING PEOPLE OF EVERY AGE, GENDER, GENDER IDENTITY, RELIGION, CULTURE, RACE, SEXUAL ORIENTATION, SOCIOECONOMIC STATUS, OR COUNTY OF ORIGIN. CASE MANAGEMENT IS A SUPPORT SYSTEM FOR ANYONE IN NEED OF NEARLY ANY TYPE OF SUPPORT TO MAKE THEIR QUALITY OF LIFE BETTER. CHASE BREXTON'S CASE MANAGEMENT DEPARTMENT ADHERES TO AND BASES ITS PROVISION OF SERVICES UPON THE PRINCIPLES AND VALUES ESTABLISHED BY THE NATIONAL ASSOCIATION OF SOCIAL WORKERS CODE OF ETHICS. DENTAL SERVICES - CHASE BREXTON'S DENTISTS AND DENTAL HYGENTISTS CAN HELP IMPROVE A PATIENT'S SMILE AND GET CHILDREN STARTED FOR A LIFETIME OF HEALTHY TEETH. THE DENTAL PROGRAM PROVIDES PREVENTATIVE CARE FOR CHILDREN AND ADULTS, RESTORATIVE CARE, REPLACEMENT CARE, EMERGENCY CARE, ROUTINE ORAL SURGICAL AND ENDODONTIC TREATMENTS AND COSTMETIC AND ELECTIVE CARE. OB/GYN - CHASE BREXTON'S OB/GYN TEAM PROVIDES MEDICAL CARE TO PATIENTS FROM PUBERTY THROUGH MENOPAUSE AND BEYOND. ADULT AND ADOLESCENT GYNECOLOGY SERVICES INCLUDE ROUTINE PREVENTIVE CARE, PRE-CONCEPTION COUNSELING, INFERTILITY COUNSELING, PREGNANCY TESTING, GYNECOLOGICAL CARE INCLUDING ADVANCED LAPAROSCOPY, ENDOCRINOLOGY, MENOPAUSE CARE, STD COUNSELING AND OBSTETRICS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE FINANCE DEPARTMENT OF THE ORGANIZATION. THE FORM 990 IS REVIEWED BY TOP MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY COVERS THE ORGANIZATION'S DIRECTORS, OFFICERS AND ANY OTHER INDIVIDUALS ASSOCIATED WITH THE ORGANIZATION. PER THE POLICY, NO INTERESTED PERSON SHALL PARTICIPATE IN THE ORGANIZATION'S SELECTION, AWARD OR ADMINISTRATION OR ANY CONTRACT OR GRANT, PAID IN WHOLE OR IN PART WITH FEDERAL FUNDS, IF A REAL OF APPARENT CONFLICT OF INTEREST WOULD BE INVOLVED. REQUIREMENTS SURROUNDING FQHC'S STIPULATE THAT BOARD MEMBERS ARE INDEPENDENT AND HAVE NO CONFLICTS OF INTEREST. POTENTIAL BOARD MEMBERS ARE INTERVIEWED AS TO WHETHER ANY CONFLICTS EXIST AND ELECTED MEMBERS ARE REQUIRED TO CERTIFY. REVIEW IS PERFORMED BY MANAGEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINES 15A & 15B COMPENSATION REVIEW OF CEO AND OTHER OFFICERS: THE COMPANY HAS AN EXECUTIVE COMPENSATION COMMITTEE WHICH REVIEWS THE SALARIES AND BENEFITS FOR ALL OFFICERS ON AN ANNUAL BASIS USING COMPARABILITY DATA. MINUTES AND MEMOS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: $( 8,584,123) TRANSFER TO AFFILIATE CHASE BREXTON REALTY INC 1111 N CHARLES ST BALTIMORE MD 21201 461116883 R/E HOLDING MD 501(C)(3) 11 A I CBHS true false false false false true false false false false false true false false true true true true true false CHASE BREXTON REALTY INC E 1726163 FMV CHASE BREXTON REALTY INC K 155000 FMV CHASE BREXTON REALTY INC R 8584123 FMV