CHASE BREXTON HEALTH SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHASE BREXTON HEALTH SERVICES INC (EIN 52-1638592)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-01
- IRS object ID
- 201221229349300122
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-01T10:14:47-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY & PULLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521638592 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHASE BREXTON HEALTH SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAS | NameControl |
| Phone | 4107520954 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CATHEDRAL STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRET MINARIK | Name |
| Title | CFO | Title |
| Phone | 4107520954 | Phone |
| Date Signed | 2012-04-18 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA FLANNERY CPA | Name |
| Phone | 4102469300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL NEUMEISTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CATHEDRAL STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 53679223 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHASEBREXTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE COMPASSIONATE, QUALITY HEALTHCARE THAT HONORS DIVERSITY, INSPIRES WELLNESS AND IMPROVES OUR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 251 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6839916 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7002785 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36491345 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39520995 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 371369 | InvestmentIncomePriorYear |
| Investment Income Current Year | 345619 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69231 | OtherRevenuePriorYear |
| Other Revenue Current Year | 53786 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43771861 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46923185 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 352719 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 325559 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13956828 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14557514 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 739023 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24152222 | OtherExpensePriorYear |
| Other Expenses Current Year | 25223736 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38461769 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40106809 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5310092 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6816376 | RevenuesLessExpensesCY |
| Total Assets BOY | 35244935 | TotalAssetsBOY |
| Total Assets EOY | 44670486 | TotalAssetsEOY |
| Total Liabilities BOY | 3500388 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3556040 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31744547 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41114446 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF CHASE BREXTON HEALTH SERVICES IS TO PROVIDE COMPASSIONATE, QUALITY HEALTHCARE THAT HONORS DIVERSITY, INSPIRES WELLNESS AND IMPROVES OUR COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20099485 | Expense |
| Revenue | 24130126 | Revenue |
| Description | PHARMACY: A FULL-SERVICE PHARMACY, OFFERS A FULL-RANGE OF MEDICATIONS TO CBHS PATIENTS. BECAUSE NEARLY 20% OF CBHS PATIENTS ARE HIV-POSITIVE, OUR PHARMACY PROVIDES A PARTICULAR FOCUS ON HIV-RELATED SUPPORT AND MEDICATIONS. DUE TO THE COMPLEX NATURE OF HIV TREATMENT, CBHS PROVIDES INTENSIVE EDUCATION AND COMPREHENSIVE SUPPORT THROUGH OUR MEDICATION SUPPORT TEAM (MST) TO ENABLE PATIENTS TO MANAGE THEIR DISEASE AND ADHERE TO THEIR TREATMENT. FOR EVERY CBHS PATIENT, THE PHARMACY STAFF PROVIDES EDUCATION ON MEDICATIONS. CBHS ALSO OFFERS HOME DELIVERY OF MEDICATIONS TO THOSE IN NEED AND GUIDANCE OF COVERAGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6851530 | Expense |
| Grants | 325559 | Grants |
| Revenue | 9425620 | Revenue |
| Description | MEDICAL: CBHS SERVED THOUSANDS OF PATIENTS IN 2010, WITH EMPHASIS ON PROVIDING QUALITY HEALTH CARE TO PEOPLE ACROSS THE LIFESPAN, OF EVERY GENDER, RELIGION, SEXUAL ORIENTATION, AND SOCIOECONOMIC STATUS. THROUGH OUR MEDICAL HEALTH SERVICES, WE STRIVE TO PROVIDE EQUITY OF CARE TO UNDERSERVED POPULATIONS, INCLUDING THOSE WHO ARE UNINSURED AND UNDERINSURED, THOSE WHO ARE GAY, LESBIAN, BISEXUAL AND/OR TRANSGENDER AND THOSE WHO ARE INFECTED WITH HIV. IN THE PAST COUPLE YEARS, WE HAVE EXPERIENCED A STEADY RISE IN THE NUMBER OF UNINSURED PATIENTS WE SERVE. OUR PATIENTS RECEIVE COMPREHENSIVE, AFFORDABLE HEALTH CARE PROVIDED BY BOARD CERTIFIED PRIMARY CARE PHYSICIANS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1914035 | Expense |
| Revenue | 2308009 | Revenue |
| Description | MENTAL HEALTH : CBHS 'WHOLE PERSON' PHILOSOPHY OF CARE MEANS PROVIDING HEALTH CARE THAT ADDRESSES MANY AREAS THAT AFFECT A PERSON'S HEALTH AND QUALITY OF LIFE. MENTAL HEALTH SERVICES PROVIDED BY CBHS INCLUDE INDIVIDUAL THERAPY, COUPLES THERAPY, GROUP THERAPY, PSYCHIATRY, MEDICATION MANAGEMENT, ADDICTIONS COUNSELING, ADDICTIONS INTENSIVE OUTPATIENT PROGRAM, SMOKING CESSATION CLASSES, AND OTHER GROUPS AND CLASSES TO CONTRIBUTE TO OUR PATIENTS' HAPPINESS AND HEALTH. OUR SERVICES ARE GLBT-AFFIRMING AND SENSITIVE TO THE PSYCHOLOGICAL ASPECTS OF HIV/AIDS. TREATMENT OPTIONS ARE DETERMINED BY THE INDIVIDUAL'S NEEDS. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 2061584 | 1348185 | CASE MANAGEMENT |
| 1206920 | 1046244 | DENTAL |
| 2356931 | 1054459 | NURSING |
| 120744 | 127363 | NUTRITION |
| 36580 | 80989 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5782759 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3657240 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 34647809 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 251 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLOS PLAZAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4107520954 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CATHEDRAL STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GUY VAN TIGGELEN | ||||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | ||
| FABIAN WALTERS | ||||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | ||
| MARC CROSS | ||||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | ||
| KIMBERLY PRICE | ||||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | ||
| NEHA SHETH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JUDY SHAHAN RN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LESLIE H PITTON JR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| SHAUN CARRICK | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MAUREEN CUNNINGHAM | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARY ANN FACENTE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TOMMY FLOW | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KRISTINE HOLMES | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CAROLYN KENNEDY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOANNE FRITZ KRAUS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LUZ LOPEZ-ORTIZ | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN A MURPHY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JAMES M SPELLISSY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RONALD J TAYLOR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DAVID SHIPPEE | ||||||||
| CEO | 40.00 | X | 233271 | 0 | 20748 | |||
| PHIL SARACINO | ||||||||
| CFO | 40.00 | X | 129342 | 0 | 25847 | |||
| EVA HERSH | ||||||||
| CMO | 40.00 | 197998 | 0 | 26793 | X | |||
| JEFFERY JENSEN | ||||||||
| PSYCHIATRIST | 40.00 | 171789 | 0 | 14509 | X | |||
| EDUARDO GUERRERO | ||||||||
| FAMILY PHYSICIAN | 40.00 | 158964 | 0 | 18911 | X | |||
| BILLY WOODWARD | ||||||||
| DIR. OF DENTAL SERVICES | 40.00 | 154445 | 0 | 10094 | X | |||
| TARA PATTERSON | ||||||||
| PSYCHIATRIST | 40.00 | 144409 | 0 | 30055 | X | |||
| LUCIA LOMOTAN | ||||||||
| ID PHYSICIAN | 40.00 | 137422 | 0 | 14422 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1327640 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 161379 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 39000 | FundraisingEvents |
| Government Grants | 6438665 | GovernmentGrants |
| All Other Contributions | 525120 | AllOtherContributions |
| Total Contributions | 7002785 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT FEES | 900099 | 38635834 | 38635834 |
| PARTNERSHIP INCOME | 900099 | 885161 | 885161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39520995 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 437649 | TotalRevenueColumn |
| Exclusion | $437,649 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 149261 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 103287 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 45974 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45974 | TotalRevenueColumn |
| Exclusion | $45,974 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6519178 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6611208 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -92030 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -92030 | TotalRevenueColumn |
| Exclusion | -$92,030 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 49355 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 39000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 41543 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7812 | TotalRevenueColumn |
| Exclusion | $7,812 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46923185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39520995 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $399,405 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325559 | Total |
| Program Services | 325559 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779464 | Total |
| Program Services | 555299 | ProgramServices |
| Management And General | 192576 | ManagementAndGeneral |
| Fundraising | 31589 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11454085 | Total |
| Program Services | 8194561 | ProgramServices |
| Management And General | 2801522 | ManagementAndGeneral |
| Fundraising | 458002 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183445 | Total |
| Program Services | 122011 | ProgramServices |
| Management And General | 48938 | ManagementAndGeneral |
| Fundraising | 12496 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1197007 | Total |
| Program Services | 833740 | ProgramServices |
| Management And General | 322429 | ManagementAndGeneral |
| Fundraising | 40838 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 943513 | Total |
| Program Services | 666996 | ProgramServices |
| Management And General | 238894 | ManagementAndGeneral |
| Fundraising | 37623 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13487 | Total |
| Management And General | 13487 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83500 | Total |
| Management And General | 83500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306551 | Total |
| Program Services | 246863 | ProgramServices |
| Management And General | 59688 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46001 | Total |
| Program Services | 1040 | ProgramServices |
| Fundraising | 44961 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048498 | Total |
| Program Services | 907625 | ProgramServices |
| Management And General | 123935 | ManagementAndGeneral |
| Fundraising | 16938 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439179 | Total |
| Program Services | 199558 | ProgramServices |
| Management And General | 223178 | ManagementAndGeneral |
| Fundraising | 16443 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832176 | Total |
| Program Services | 686612 | ProgramServices |
| Management And General | 108433 | ManagementAndGeneral |
| Fundraising | 37131 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247501 | Total |
| Program Services | 166343 | ProgramServices |
| Management And General | 74631 | ManagementAndGeneral |
| Fundraising | 6527 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80498 | Total |
| Program Services | 52156 | ProgramServices |
| Management And General | 25971 | ManagementAndGeneral |
| Fundraising | 2371 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660860 | Total |
| Program Services | 484516 | ProgramServices |
| Management And General | 149706 | ManagementAndGeneral |
| Fundraising | 26638 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101924 | Total |
| Program Services | 85822 | ProgramServices |
| Management And General | 14959 | ManagementAndGeneral |
| Fundraising | 1143 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PHARMACY | 20914458 | 20914458 | ||
| OTHER EMPLOYEE COSTS | 138508 | 48361 | 89617 | 530 |
| DUES / SUBSCRIPTIONS | 126969 | 58299 | 67684 | 986 |
| LICENSES | 98576 | 67568 | 28747 | 2261 |
| MISCELLANEOUS | 85050 | 30422 | 52082 | 2546 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40106809 | Total |
| Program Services | 34647809 | ProgramServices |
| Management And General | 4719977 | ManagementAndGeneral |
| Fundraising | 739023 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 964 | BOY |
| EOY | 964 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9399261 | BOY |
| EOY | 7189635 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1837628 | BOY |
| EOY | 2063842 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2355861 | BOY |
| EOY | 2766038 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287826 | BOY |
| EOY | 377077 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123359 | BOY |
| EOY | 247956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17069212 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4114404 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4852732 | BOY |
| EOY | 12954808 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11132475 | BOY |
| EOY | 8905335 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777827 | BOY |
| EOY | 9689232 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477002 | BOY |
| EOY | 475599 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35244935 | BOY |
| EOY | 44670486 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2679929 | BOY |
| EOY | 2685314 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183955 | BOY |
| EOY | 257526 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636504 | BOY |
| EOY | 613200 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500388 | BOY |
| EOY | 3556040 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31718155 | BOY |
| EOY | 41081913 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26392 | BOY |
| EOY | 32533 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31744547 | BOY |
| EOY | 41114446 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35244935 | BOY |
| EOY | 44670486 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6816376 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2553523 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6269926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6182217 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6867448 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6839916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7001944 | CurrentTaxYear |
| Total | 33161451 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6269926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6182217 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6867448 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6839916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7001944 | CurrentTaxYear |
| Total | 33161451 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33161451 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 323682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 316289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 665436 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 578166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 586910 | CurrentTaxYear |
| Total | 2470483 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 35631934 | TotalSupport |
| Gross Receipts From Admissions Etc | 166860241 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93070 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93790 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10935157 | OtherCostOrOtherBasis |
| Depreciation | 987387 | Depreciation |
| Book Value | 9947770 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2288637 | OtherCostOrOtherBasis |
| Depreciation | 694949 | Depreciation |
| Book Value | 1593688 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3845418 | OtherCostOrOtherBasis |
| Depreciation | 2432068 | Depreciation |
| Book Value | 1413350 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12954808 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER INVESTMENTS | 3567 | C |
| CLOSELY HELD STOCK | 100 | C |
| 52,494 SHARES OF AMERICAN FUNDS EUROPACIFIC GROWTH | 2269302 | F |
| 69,164 SHARES OF AMERICAN FUNDS CAPITAL WORLD GROW | 2563222 | F |
| 58802 SHARES OF SELECTED AMERICAN SHARES S | 2497892 | F |
| 73051 SHARES OF VANGUARD WELLINGTON INCOME FUND | 2355149 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9689232 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $2,415 |
| ESTIMATED CLAIMS IBNR | $610,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 613200 | TotalOfAmounts |
| Total Revenue | 46923185 | TotalRevenue |
| Total Expenses | 40106809 | TotalExpenses |
| Excess Or Deficit For Year | 6816376 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2553523 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2553523 | TotalAdjustments |
| Excess Or Deficit Per FS | 9369899 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 49547228 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2553523 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 28977 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 41543 | OtherRevenues |
| Revenue Not Rptd F990 | 2624043 | RevenueNotRptdF990 |
| Revenue Subtotal | 46923185 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46923185 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40177329 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 28977 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 41543 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 70520 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40106809 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 40106809 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CENTER HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER THE TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, THE CENTER MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE CENTER'S TAX POSITIONS AND HAS CONCLUDED THAT THE CENTER HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THE CENTER IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE JUNE 30, 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 41,543. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 41,543. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 88355 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 39000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 49355 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 12322 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 5380 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 23841 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 88355 | GrossReceiptsTotal |
| Charitable Contributions Total | 39000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 49355 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 12322 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5380 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 23841 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 41543 | DirectExpenseSummaryEvents |
| Net Income Summary | 7812 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNS HOPKINS UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 RUTLAND AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 520595110 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 325559 | AmountOfCashGrant |
| Purpose Of Grant | TO PROVIDE OUTPATIENT EARLY INTERVENTION SERVICES WITH RESPECT TO HIV DISEASE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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 ORGANZIZATION AUDITS THE GRANT RECIPIENT. PAYMENT OF GRANT FUNDS WILL NOT BE MADE WITHOUT ALL SUPPORTING DOCUMENTATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID SHIPPEE | |||||||||||||
| 179429 | 0 | 53842 | 0 | 0 | 0 | 10196 | 0 | 15011 | 0 | 258478 | 0 | 0 | 0 |
| PHIL SARACINO | |||||||||||||
| 129342 | 0 | 0 | 0 | 0 | 0 | 6670 | 0 | 19177 | 0 | 155189 | 0 | 0 | 0 |
| EVA HERSH | |||||||||||||
| 184473 | 0 | 13525 | 0 | 0 | 0 | 9453 | 0 | 20112 | 0 | 227563 | 0 | 0 | 0 |
| JEFFERY JENSEN | |||||||||||||
| 168638 | 0 | 3151 | 0 | 0 | 0 | 8082 | 0 | 6427 | 0 | 186298 | 0 | 0 | 0 |
| EDUARDO GUERRERO | |||||||||||||
| 152952 | 0 | 6012 | 0 | 0 | 0 | 0 | 0 | 18911 | 0 | 177875 | 0 | 0 | 0 |
| BILLY WOODWARD | |||||||||||||
| 148783 | 0 | 5662 | 0 | 0 | 0 | 0 | 0 | 10094 | 0 | 164539 | 0 | 0 | 0 |
| TARA PATTERSON | |||||||||||||
| 144409 | 0 | 0 | 0 | 0 | 0 | 7605 | 0 | 22450 | 0 | 174464 | 0 | 0 | 0 |
| LUCIA LOMOTAN | |||||||||||||
| 137422 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14422 | 0 | 151844 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE CEO RECEIVES THESE BENEFITS. THEY ARE INCLUDED IN HIS TAXABLE COMPENSATION. |
| PART I, LINE 1B | CBHS HAS AN EXECUTIVE COMPENSATION COMMITTEE WHO REVIEWS SALARIES FOR OFFICERS YEARLY. MINUTES AND MEMOS ARE AVAILABLE UPON REQUEST. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DAVID SHIPPEE CEO | |||
| OFFICER AND DIRECTOR OF PRIORITY PARTNERS MANAGED CARE ORGANIZATION (PPMCO) | 5095477 | CHASE BREXTON HAS AN OWNERSHIP INTEREST IN THE HEALTH PLAN AND IS ALSO A CONTRACTED MEDICAL PROVIDER RECEIVING FEE-FOR-SERVICE AND CAPITATION PAYMENTS FOR CARE RENDERED TO CERTAIN ENROLLEES OF THE HEALTH PLAN. | 0 |
| DAN NEUMEISTER CEO | |||
| OFFICER AND DIRECTOR OF PRIORITY PARTNERS MANAGED CARE ORGANIZATION (PPMCO) | 1019096 | CHASE BREXTON HAS AN OWNERSHIP INTEREST IN THE HEALTH PLAN AND IS ALSO A CONTRACTED MEDICAL PROVIDER RECEIVING FEE-FOR-SERVICE AND CAPITATION PAYMENTS FOR CARE RENDERED TO CERTAIN ENROLLEES OF THE HEALTH PLAN. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 990 CREATED BY MCGLADREY. UPON RECEIPT OF THE DRAFT 990 FROM MCGLADREY, BOTH CFO AND ACCOUNTING MANAGER WILL REVIEW. UPON SATISFACTORY REVIEW, THE CFO WILL PRESENT THE DRAFT TO THE FINANCE COMMITTEE WHO WILL THEN REVIEW THE RETURN AND PROPOSE APPROVAL TO THE FULL BOARD OF DIRECTORS. | |
| EMPLOYEES ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICT OF INTEREST TO THE CEO OR THE HR DIRECTOR. WE REVIEW THESE DISCLOSURES AND MAKE DETERMINATIONS ABOUT ANY POTENTIAL CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMPANY HAS AN EXECUTIVE COMPENSATION COMMITTEE WHO REVIEWS SALARIES AND BENEFITS FOR OFFICERS YEARLY USING COMPARABILITY DATA. MINUTES AND MEMOS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FINANCIAL STATEMENTS WHICH ARE PART OF OUR ANNUAL REPORT ARE AVAILABLE ON OUR WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,553,523. | FORM 990, PART XI, LINE 5: |
| THE PROCESS FOR CHOOSING ACCOUNTING FIRMS HAS NOT CHANGED IN THE PAST YEAR. |
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