2026-04-27T12:52:56-05:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-07-01 237354899 CHESPENN HEALTH SERVICES INC % DANIEL A CAPLAN CHES 6104853800 1510 CHESTER PIKE Suite 200 EDDYSTONE PA 19022 DANIEL A CAPLAN CFO 6104853800 2026-04-23 true true Scott J Mariani P00642486 2155462140 2024 2025-03-06 01:10:19Z SUSAN HARRIS-MCGOVERN MS-NPM 1510 CHESTER PIKE SUITE 200 EDDYSTONE PA 19022 14277904 false X WWW.CHESPENN.ORG X 1972 PA TO OPERATE THREE COMPREHENSIVE HEALTH CENTERS LOCATED IN CHESTER AND DELAWARE COUNTIES. 15 15 107 15 0 0 5495723 3777179 8791488 10368421 65921 132304 0 0 14353132 14277904 0 0 0 0 6802676 6781666 0 0 0 7835867 8067926 14638543 14849592 -285411 -571688 7067030 7094387 1843413 2388943 5223617 4705444 X TO PROVIDE COMPREHENSIVE PRIMARY AND PREVENTIVE CARE AND SOCIAL SERVICES TO MEDICALLY UNDERSERVED FAMILIES AND INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. false false 11239956 0 10368421 EXPENSES INCURRED IN PROVIDING COMPREHENSIVE PRIMARY AND PREVENTIVE CARE AND SOCIAL SERVICES TO MEDICALLY UNDERSERVED FAMILIES AND INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. WE STRIVE TO MEET THE UNIQUE HEALTH NEEDS OF THE COMMUNITIES WE SERVE IN LINGUISTICALLY AND CULTURALLY COMPETENT WAYS. FOR MORE INFORMATION, PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT IN SCHEDULE O. 11239956 true true false true false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 3 0 true 107 true false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false PA X DANIEL A CAPLAN 6104853800 1510 CHESTER PIKE SUITE 200 EDDYSTONE PA 19022 RAQUIBUL ISLAM MD PHYSICIAN 40.0 0.0 X 209606 0 42072 SUSAN HARRIS-MCGOVERN MS-NPM PRESIDENT & CEO 40.0 0.0 X 203948 0 21692 MOHAMED RASHAD DMD DENTIST 40.0 0.0 X 168718 0 34649 NANCY KOSHETAR DDS DENTIST 40.0 0.0 X 162708 0 20313 DANIEL A CAPLAN CHIEF FINANCIAL OFFICER 40.0 0.0 X 147959 0 20032 Danielle Williams MD PHYSICIAN 40.0 0.0 X 140303 0 25056 Tanner Walsh MD PHYSICIAN 40.0 0.0 X 153271 0 7707 RAE ROEDER PRESIDENT - DIRECTOR 1.0 0.0 X X 0 0 0 GWEN SMITH VICE PRESIDENT - DIRECTOR 1.0 0.0 X X 0 0 0 SHEPARD GARNER SECRETARY - DIRECTOR 1.0 0.0 X X 0 0 0 KAREN VESELY TREASURER - DIRECTOR 1.0 0.0 X 0 0 0 CAROL ALLEN DIRECTOR 1.0 0.0 X 0 0 0 DINA CAPALONGO DO FACP DIRECTOR 1.0 0.0 X 0 0 0 JEFFREY GREEN DIRECTOR 1.0 0.0 X 0 0 0 ZIAUL HAQUE DIRECTOR 1.0 0.0 X 0 0 0 DAVID KEITH DIRECTOR 1.0 0.0 X 0 0 0 DONNA LAWLER DIRECTOR 1.0 0.0 X 0 0 0 PATRICIA G LEWIS DIRECTOR 1.0 0.0 X 0 0 0 JOHN A PHILLIPS JR DIRECTOR 1.0 0.0 X 0 0 0 MARY POWELL DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL ROSKO PHD DIRECTOR 1.0 0.0 X 0 0 0 WILLIE MAE WELLS DIRECTOR 1.0 0.0 X 0 0 0 1186513 0 171521 15 false true false PROSPECT HEALTH ACCESS NETWORK ONE MEDICAL CENTER BOULEVARD UPLAND PA 19013 MEDICAL 747903 CALL 4 HEALTH 2855 SOUTH CONGRESS AVENUE DELRAY BEACH FL 33445 CALL CENTER 389919 MEDIX STAFFING SOLUTIONS 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 STAFFING 269873 PRACTICE MGMNT SUPPORT SERVICES IN 300 N MARTINGALE SUITE 150 SCHAUMBURG IL 60173 CONSULTING 260202 NO BOUNDARIES LANGUAGE INTERPRETI 475 TIMBERLINE TRAIL WEST CHESTER PA 19382 TRANSLATION 244934 5 2697178 1080001 3777179 NET PATIENT SERVICE REVENUE 621400 9857863 9857863 PREMIUM REVENUE 621400 510558 510558 10368421 94753 0 94753 0 0 0 0 0 10218 27333 10218 27333 37551 37551 0 0 0 0 0 0 0 0 0 0 14277904 10368421 0 132304 X 0 0 0 0 393631 292280 101351 0 5323588 3959497 1364091 241243 178229 63014 376333 273605 102728 446871 331836 115035 0 25894 25894 113245 13500 99745 3150 3150 0 0 0 2817251 2076262 740989 0 50 50 331947 225604 106343 434060 434060 0 593966 445318 148648 31553 16520 15033 0 0 26262 26262 0 160394 160394 88476 39243 49233 PATIENT CARE 2748682 2744165 4517 MEDICAL SUPPLIES 365077 209752 155325 REPAIRS & MAINTENANCE 275938 263156 12782 DUES & SUBSCRIPTIONS 42651 3953 38698 9330 6642 2688 14849592 11239956 3609636 0 X 304506 327093 2154601 1347131 64233 19888 1049344 1215140 0 0 0 0 0 0 1290 1224 76447 113599 5644765 4267870 1546288 1376895 1645799 1762922 0 0 0 0 0 0 224522 930495 7067030 7094387 962260 939077 0 0 241306 25220 0 0 0 0 0 0 416209 497616 0 0 223638 927030 1843413 2388943 X 5223617 4705444 0 0 5223617 4705444 7067030 7094387 -571688 53515 X X false true X true true true X 5764797 5173376 5637832 5495723 3777179 25848907 7939474 6859528 8287654 8791488 10368421 42246565 0 0 0 13704271 12032904 13925486 14287211 14145600 68095472 0 0 0 68095472 81934 14499 47419 83128 94753 321733 0 81934 14499 47419 83128 94753 321733 0 0 13786205 12047403 13972905 14370339 14240353 68417205 0.99530 0.99561 0.00470 0.00439 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 3150 3150 false 0 SCHEDULE C, PART II-B; LINE 1I THIS ORGANIZATION IS A MEMBER OF THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS AND THE PENNSYLVANIA ASSOCIATION OF COMMUNITY HEALTH CENTERS, WHICH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER ORGANIZATIONS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THIS ORGANIZATION DURING THE YEAR ENDED JUNE 30, 2025. THIS ALLOCATION AMOUNTED TO $3,150 DURING THE YEAR ENDED JUNE 30, 2025. 100838 100838 3661224 2675123 986101 349794 349794 0 1532909 1242953 289956 1376895 OPERATING RIGHT-OF-USE ASSETS 930495 930495 0 CURRENT LEASE LIAB. - OPERATING 167652 NON-CURRENT LEASE LIAB. - OPERATING 759378 927030 X 14172933 14172933 104971 104971 14277904 14849592 14849592 14849592 SCHEDULE D, PART X; LINE 2 An independent CPA firm audited the financial statements of this organization for the years ended June 30, 2025 and June 30, 2024; respectively. The independent CPA firm issued an unmodified opinion with respect to the audited financial statements. The following footnote is included in the organization's audited financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740): The Corporation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold at June 30, 2025 and 2024. SCHEDULE D, PART XI; LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: - NON-OPERATING INVESTMENT INCOME - $94,753; AND - REALIZED Gain on sale of investments - $10,218. X X X false false false false false false false true false RAQUIBUL ISLAM MD PHYSICIAN 209006 0 600 0 0 0 10908 0 31164 0 251678 0 0 0 SUSAN HARRIS-MCGOVERN MS-NPM PRESIDENT & CEO 203348 0 600 0 0 0 10330 0 11362 0 225640 0 0 0 MOHAMED RASHAD DMD DENTIST 168118 0 600 0 0 0 8792 0 25857 0 203367 0 0 0 NANCY KOSHETAR DDS DENTIST 162108 0 600 0 0 0 8241 0 12072 0 183021 0 0 0 DANIEL A CAPLAN CHIEF FINANCIAL OFFICER 147359 0 600 0 0 0 7509 0 12523 0 167991 0 0 0 Danielle Williams MD PHYSICIAN 139703 0 600 0 0 0 7226 0 17830 0 165359 0 0 0 Tanner Walsh MD PHYSICIAN 153271 0 0 0 0 0 7666 0 41 0 160978 0 0 0 PART VII AND SCHEDULE J In accordance with Internal Revenue Service Form 990 rules, regulations and instructions, the compensation reported in core form, part VII and schedule J, part II of this Form 990 is derived from 2024 Forms W-2 and Forms 1099 (if applicable). SCHEDULE J, PART I; QUESTION 7 Certain individuals included in Schedule J, Part II received a bonus during calendar year 2024 which was included in each individual's 2024 Form W-2, Box 5, as taxable Medicare wages. Please refer to this section of the Form 990, Schedule J for this information by person by amount. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ChesPenn Health Services, Inc. ("ChesPenn") is a network of non-profit, Federally Qualified Health Centers ("FQHCs") that provide comprehensive primary and preventive health care and social services to medically underserved families and individuals across southeastern Pennsylvania, with locations in Chester, Upper Darby, and Coatesville. FQHCs are local, community-directed non-profit health centers that serve low income, medically underserved communities. Located in areas where care is needed but scarce, FQHCs improve access to care for patients regardless of their insurance status or ability to pay. During the 2025 tax year, ChesPenn provided 34,175 encounters to 13,063 medical patients and 6,293 encounters to 3,605 dental patients across our three sites. 33% of patients were 18 years of age and under while 67% were 19 or older. 79% of our patients have incomes at or below the federal poverty level. ChesPenn provides care to patients who meet certain criteria under its charity care without charge or at amounts less than its established rates. The amounts determined to be charity care are not reported as revenue. During the 2025 tax year, ChesPenn provided charity care of approximately $1,560,000 to patients. Approximately 47% of our patients were African American, 24% White, and 7% Asian, with the remaining were mixed race or undisclosed. ChesPenn employees live our mission - demonstrating compassion, dedication and service. Working as a team to provide our communities with high quality health care. ChesPenn's healthcare team is trained to respond to the health needs of residents of our communities. Our staff includes medical, dental, and behavioral health professionals, social service workers, community health educators, and other dedicated professionals. Mission ------- Our mission is to provide comprehensive primary and preventive care and social services to medically underserved families and individuals regardless of their ability to pay. We strive to meet the unique health needs of the communities we serve in linguistically and culturally competent ways. Vision ------ We envision thriving communities where every person has access to quality, affordable healthcare, and health disparities have been eliminated. Values ------ At ChesPenn, we strive for: - compassion - our first priority is the physical and emotional wellbeing of every person who interacts with ChesPenn. We strive to model compassion, bringing empathy and kindness to every facet of our interaction with co-workers, patients, and the larger communities we serve. - teamwork - ChesPenn values every member of our team and aims to cultivate an environment of inclusion and open communication where all team members support one another in providing outstanding patient care. - integrity - ChesPenn employees hold themselves accountable to the highest standards of honesty, transparency, and ethical conduct. - quality - we are committed to pursuing the highest possible quality patient-centered and trauma-informed care through rigorous evaluation, continual innovation, and attention to patient and employee safety. Services ======== Medical care ------------ ChesPenn offers a full range of quality primary health care services to children and adults as well as skilled prenatal care. Choosing a primary care provider (PCP) is your first step. Our primary care teams provide personalized, complete care for patients including: Adult primary care: - routine physicals and health screenings - diagnosis and treatment of illnesses - management of chronic conditions such as asthma, diabetes and hypertension - preventive care and cancer screenings - STI/HIV testing and treatment - immunizations - care coordination - integrated behavioral health Pediatric primary care: - well child check ups - newborn care - routine physicals, including sports physicals - diagnosis and management of illnesses such as asthma - sick visits - immunizations - vision and hearing screening - lead screening - care coordination - integrated behavioral health Women's health: - annual gynecology exams - cancer screenings - immunizations - family planning services, including contraceptive management - pregnancy testing - STD/HIV testing and treatment - care coordination - integrated behavioral health Prenatal care: - initial evaluation and regular supervision of pregnant patients - prenatal health education - post-partum follow-up - care of high-risk prenatal patients - care coordination - integrated behavioral health CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Dental care ----------- Healthy teeth and gums give you much more than a pretty smile. Good dental health is critical to your overall health. ChesPenn provides quality primary dental health services at our centers for family health at Coatesville and Eastside. Dental services include: - dental examinations and diagnostic x-rays - education and nutritional guidance to help prevent cavities and gum disease - cleanings - sealant and fluoride varnish application - fillings - periodontal (gum disease) therapies - partial and full dentures Behavioral health care ---------------------- ChesPenn offers behavioral health care to our current patients. Our behavioral health consultants provide short term support for conditions including depression and anxiety and can help patients struggling to manage chronic disease. Patients with more severe diagnoses receive referrals to the appropriate services. Health education outreach ------------------------- ChesPenn staff provides medical and dental health education and screenings in locations across Chester and Delaware counties. Social services --------------- A patient's health is affected by a host of economic and social factors. We provide supportive services that empower residents of the communities we serve to live healthier lives. - information and referral for issues such as housing, employment, food insecurity, domestic violence - smoking cessation one-on-one counseling - health education - PA Medicaid and PA health insurance marketplace enrollment assistance Community outreach ================== The Eat Fresh program (Coatesville patients) -------------------------------------------- In partnership with the Chester County Food Bank, this Coatesville initiative teaches patients how to make healthy food choices and provides fresh produce accompanied by great recipes each week to help prepare healthy meals for themselves and their families. Reach Out and Read ------------------ Early language development is an important aspect of brain development. Encouraging parents to read to their children is an effective way to help children build language skills and promote more interaction between parents and small children. ChesPenn participates in the Reach Out and Read program, which provides books to young children (0 months - 5 yrs.) During their well child visits with a pediatrician or family medicine provider. CORE FORM, PART VI, SECTION B; QUESTION 11B This organization's federal Form 990 was provided to each voting member of the organization's governing body, its board of directors, prior to filing with the Internal Revenue Service ("IRS"). As part of the organization's federal Form 990 tax return preparation process the system hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal Form 990. The CPA firm's tax professionals worked closely with the organization's finance personnel and various other individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal Form 990 and furnished it to the internal working group for review. The internal working group reviewed the draft federal Form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft federal Form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review and approval. Following this review, the Form 990 was then provided to the organization's Finance Committee and subsequently made available to each voting member of the organization's governing body prior to filing with the IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 The organization has a conflict of interest policy which it annually monitors and enforces. The policy mandates that all members of management and the Board of Directors annually sign a conflict of interest policy and disclose any potential or actual conflicts that may exist. All members of the board of directors and management must make full disclosure of any possible conflict of interest through the use of the conflict of interest disclosure form and refrain from voting or participating in decision-making involving any possible conflict of interest. The form is distributed to all board members and employees annually. Completed forms are returned to the President/CEO, who is responsible for monitoring and resolving any conflict of interest that may arise within the organization. CORE FORM, PART VI, SECTION B; QUESTION 15 Compensation at ChesPenn Health Services, Inc. takes into consideration the compensation paid for other similar positions in the marketplace as well as general performance of the employee and the current financial capacity of the organization. Each year the board of directors conducts a performance review of the organization's President/Chief Executive Officer ("CEO") and determines the CEO's salary. When establishing the CEO's salary, the board relies on two sources. The first source is an annual survey conducted by the National Association of Community Health Centers. The second source is the Federal Form 990 of other comparable community health centers in the region. Both sources of information are used by the organization's board to ensure that the CEO's compensation is consistent with local, state, and national benchmarks. The board's review and approval of the CEO's compensation is conducted on an annual basis and the process is documented in the board minutes. The CEO sets the compensation for certain other members of management, including, but not limited to, those reported on this organization's Form 990. The CEO reviews compensation for these individuals in accordance with job performance and current fair market value salary data. CORE FORM, PART VI, SECTION C; QUESTION 19 The organization's filed certificate of incorporation and any amendments can be obtained and reviewed through the Commonwealth of Pennsylvania. The organization's conflict of interest policy and questionnaire is available to the public upon request. CORE FORM, PART XII; QUESTION 2 An independent CPA firm audited the financial statements of ChesPenn Health Services, Inc. for the years ended June 30, 2025 and June 30, 2024; respectively. The independent CPA firm issued an unmodified opinion with respect to the audited financial statements. ChesPenn's Finance Committee has assumed responsibility for the oversight of the audit of the financial statements and the selection of an independent auditor. CORE FORM, PART XII; QUESTION 3 This organization engaged an independent accounting firm to prepare and issue an audit under the Single Audit Act and OMB Circular A-133. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:2817251