2023-11-14T13:36:18-06:00 2022-12-31 363168081 SIKICH LLP 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2022-01-01 472070461 HOME CENTERED CARE INSTITUTE HOME 6302839200 1900 EAST GOLF ROAD 950 SCHAUMGURG IL 60173 JULIE SACKS PRESIDENT AND COO 6302839200 2023-11-14 1 JULIE SACKS 999009999 0 JILL M BOYLE CPA P01246734 6305668400 2023-11-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JULIE SACKS 1900 EAST GOLF ROAD 950 SCHAUMGURG IL 60173 2888031 0 X WWW.HCCINSTITUTE.ORG X 2014 IL IMPROVE ACCESS/QUALITY TO PATIENTS/CAREGIVERS, AND TO REDUCE COSTS BY ADVANCING HOME CARE. 12 12 12 12 0 0 2651969 2305252 136342 80131 11536 2930 0 0 2799847 2388313 616436 267873 0 0 1724877 1469037 0 87380 428276 1140055 1022808 3481368 2847098 -681521 -458785 3863726 3397710 568951 562440 3294775 2835270 X TO IMPROVE THE ACCESSIBILITY AND QUALITY OF CARE AVAILABLE TO MEDICALLY COMPLEX PATIENTS AND THEIR CAREGIVERS, AND TO REDUCE OVERALL HEALTH CARE COSTS BY ADVANCING THE PRACTICE OF HOME CENTERED CARE. 0 0 795556 58461 EDUCATION AND TRAINING: HCCI IS AT THE FOREFRONT OF TRAINING PROFESSIONALS IN HOME-BASED PRIMARY CARE, DEVELOPING THE FIRST-EVER EDUCATION CURRICULUM THAT EXPLORES THE FULL SPECTRUM OF HOME-BASED PRIMARY CARE MEDICAL, SOCIAL, AND ECONOMIC. OUR PROGRAM, DESIGNED FOR CLINICIANS, PRACTICE MANAGERS AND OTHER PROFESSIONALS INTERESTED IN HOME-BASED PRIMARY CARE, CONSISTS OF CLASSROOM EDUCATION, MENTORSHIP, HANDS-ON FELLOWSHIP, AND ONLINE LEARNING OPPORTUNITIES. 397073 14170 PRACTICE ENGAGEMENT AND IMPROVEMENT: ASSISTING PRACTICES WITH ONGOING DEVELOPMENT AND EXPANSION OF HOME-BASED PRIMARY CARE 317853 267873 7500 RESEARCH: TO SOLIDIFY ITS PLACE AS A UNIQUE MODEL OF CARE, IT IS CRITICAL THAT HOME-BASED PRIMARY CARE (HBPC) BE BUILT ON EVIDENCE-BASED PRACTICES. HCCI IS CONTINUING TO GATHER INSIGHTS AND DEVELOP A GREATER UNDERSTANDING OF BEST CLINICAL AND OPERATIONAL PRACTICES. IN ADDITION, HCCI WORKS WITH ITS PARTNERS TO PROVIDE ONGOING RESEARCH TO DEMONSTRATE THE BENEFITS OF HBPC AND BEST WAYS TO IMPLEMENT AND EXPAND PRACTICES. 362366 LOCAL PROGRAMS (CHICAGOLAND & ILHCP) 362366 1872848 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 IL X JULIE SACKS 6302839200 1900 EAST GOLF ROAD 950 SCHAUMGURG IL 60173 RICHARD MAYBURY CHARIMAN OF THE BOARD 1.00 X X 0 0 0 THOMAS CORNWELL MD EXECUTIVE CHAIRMAN 1.00 X X 0 0 0 PETER WHINFREY VICE CHAIR 1.00 X X 0 0 0 ANDREA REDMOND SECRETARY 1.00 X X 0 0 0 JAMES BRAMSEN MEMBER 1.00 X 0 0 0 KERMIT CRAWFORD MEMBER 1.00 X 0 0 0 MARGHERITA LABSON MEMBER 1.00 X 0 0 0 REBECCA RAMSAY MEMBER 1.00 X 0 0 0 RICHARD MARK MEMBER 1.00 X 0 0 0 SIDNEE PECK MEMBER 1.00 X 0 0 0 CHRISTOPHER DODD MD MEMBER 1.00 X 0 0 0 DEBORAH GILLOTTI MEMBER 1.00 X 0 0 0 JULIE SACKS PRESIDENT AND COO 50.00 X 270176 0 37713 MELISSA SINGLETON CHIEF PROGRAMS OFFICER 50.00 X 190195 0 19142 NENGLIANG YAO DIR. OF RESEARCH & ANALYTICS 40.00 X 156669 0 21184 JAMES WARDA VP OF EXT. AFFAIRS & BUS DEV 40.00 X 150533 0 0 DANA CROSBY SR. DIR ENAGE. & PRAC. DEV 40.00 X 150330 0 0 MARGARET CORDES DIRECTOR OF EDUCATION 40.00 X 101886 0 0 1019789 0 78039 6 0 1 0 JEFF SERBER 303 GREGG COURT SOUTHLAKE TX 76092 CFO SERVICES 153900 1 2305252 2305252 SEMINAR 611600 58461 58461 CONSULTING 611600 14170 14170 SUBSCRIPTION 611600 7500 7500 80131 2648 2648 500000 499718 282 282 282 2388313 80131 0 2930 267873 267873 460371 289130 133227 38014 890393 559200 257672 73521 21653 13599 6266 1788 3819 2399 1105 315 92801 58282 26856 7663 87380 87380 264931 180512 60283 24136 160257 51622 3670 104965 189020 131556 22517 34947 97909 66835 22316 8758 65950 23171 818 41961 24399 19059 3835 1505 32507 22190 7409 2908 EXTERNAL CONSTITUENT TR 187420 187420 EXTERNAL GRANTS - FUNDR 415 415 2847098 1872848 545974 428276 2179769 1943505 21719 216360 254481 35493 44459 696100 246361 363 449739 1250982 656175 180759 27632 3863726 3397710 568951 291714 0 270726 568951 562440 X 1849697 1441668 1445078 1393602 3294775 2835270 3863726 3397710 -458785 -720 0 X 0 1 X 1 0 X 3761878 3541481 1678324 2651969 2305252 13938904 3761878 3541481 1678324 2651969 2305252 13938904 11023305 2915599 17802 22111 23064 11536 2648 77161 6597 4052 158 10807 14026872 0.20790 0.18000 X THE HOME CENTERED CARE INSTITUTE ("HCCI") IS CURRENTLY NOT RECEIVING 33 1/3% OF ITS SUPPORT FROM THE "GENERAL PUBLIC" AS DEFINED IN TREASURY REG. SEC 1.170A-9(E)(6) OR FROM GOVERNMENTAL UNITS AS DEFINED IN TREASURY REG. SEC 1.170A-9(E)(8). HOWEVER, THE ORGANIZATION IS "PUBLICLY SUPPORTED" BASED ON THE FACTS AND CIRCUMSTANCES OUTLINED WITHIN TREASURY REG. SEC 1.170A-9(E)(3) AS DESCRIBED HEREIN.THE HOME CENTERED CARE INSTITUTE ("HCCI") WAS ESTABLISHED AS A LEGAL ENTITY IN 2014. THE ORGANIZATION INITIALLY HAD NO REVENUE, OPERATIONS OR STAFF UNTIL EARLY 2015. HCCI RECEIVED ITS APPROVAL FOR NON-PROFIT STATUS ON NOVEMBER 26, 2014. HCCI FILED ITS FIRST TAX RETURN WITH THE IRS FOR CALENDAR YEAR 2015. THE MISSION OF HOME CENTERED CARE INSTITUTE IS TO EXPAND THE CLINICAL PRACTICE AND AVAILABILITY OF HOME-BASED PRIMARY CARE ACROSS THE US THROUGH: EDUCATION, PUBLIC AWARENESS AND PUBLIC POLICY ADVOCACY. HOME-BASED PRIMARY CARE IS THE PRACTICE OF MEDICINE IN THE HOME FOR PATIENTS WITH THREE OR MORE CHRONIC ILLNESSES (THE MOST EXPENSIVE 5% OF PATIENTS IN THE US HEALTH CARE SYSTEM) AND WHO ARE TRADITIONALLY PROVIDED CARE THROUGH EMERGENCY ROOM CARE AND HOSPITALIZATIONS. WITH TREATMENT IN THE HOME BY A TEAM OF PROVIDERS, THE COST OF THE PATIENT'S CARE IS SIGNIFICANTLY REDUCED, THE PATIENTS LIVE LONGER AND ARE ABLE TO STAY AT HOME WHERE THEY PREFER TO RECEIVE CARE. THE PATIENTS ARE GENERALLY CONFINED TO THE HOME AND ARE OFTEN BEDBOUND.HCCI WAS FORTUNATE TO RECEIVE A SIGNIFICANT PLEDGE OF APPROXIMATELY $13M AS IT BEGAN OPERATIONS IN 2015 FROM A SINGLE ANGEL DONOR. FROM 2015 THROUGH 2016, THE ORGANIZATION WAS LED BY A PRESIDENT WHO RELIED ON THAT SEED FUNDING TO SUPPORT ITS OPERATIONS AND DID NOT FOCUS AT ALL ON FUNDRAISING. IN ADDITION, LEADERSHIP DEDICATED SIGNIFICANT RESOURCES TO THE DEVELOPMENT OF A TECHNOLOGY PLATFORM FOR PATIENT COMMUNICATIONS THAT ULTIMATELY DID NOT SUPPORT THE MISSION OF THE ORGANIZATION. WHEN PREVIOUS LEADERSHIP LEFT THE ORGANIZATION IN FY 2016, HCCI WAS NOT ON A PHILANTHROPIC PATH THAT WAS SUSTAINABLE FOR THE LONG TERM.AFTER THE PREVIOUS LEADER'S RESIGNATION, THE BOARD AND REMAINING MANAGEMENT UNDERTOOK LONG-TERM, IN-DEPTH STRATEGIC PLANNING. FROM 2016 THROUGH 2019, HCCI FOCUSED INTENSELY ON BUILDING THE INFRASTRUCTURE REQUIRED TO PROVIDE EDUCATIONAL CURRICULUM TO HOME-BASED PRIMARY CARE PRACTITIONERS; INCLUDING DEVELOPING A WEBSITE, STANDING UP ITS LEARNING MANAGEMENT SYSTEM, DESIGNING ITS FOUNDATIONAL EDUCATION CURRICULUM, RECRUITING AND EDUCATING TRAINERS, AND ESTABLISHING TRAINING CENTERS AT LEADING ACADEMIC MEDICAL CENTERS ACROSS THE US. IT WAS NOT UNTIL FY 2019 THAT HCCI WAS AT A POINT WHERE IT WAS DELIVERING MEANINGFUL EDUCATION. IT WAS ALSO NOT UNTIL 2019 - 2020 THAT HCCI HAD DEVELOPED A LONG-TERM STRATEGY, INFRASTRUCTURE AND NATIONAL REPUTATION ESTABLISHED SUFFICIENTLY ENOUGH THAT A PHILANTHROPIC DEVELOPMENT TEAM WAS ESTABLISHED AND ABLE TO FOCUS ATTENTION ON WRITING GRANTS AND EXPANDING THE ORGANIZATION'S DONOR BASE TO SUPPORT THE ORGANIZATION'S MISSION.THE IRS GUIDELINES PROVIDE NON-PROFIT ORGANIZATIONS WITH FIVE YEARS IN WHICH TO ORGANIZE THEIR OPERATIONS SUFFICIENTLY IN FUNDRAISING/PHILANTHROPIC DEVELOPMENT TO ENSURE THEY CAN MEET THE MINIMUM THRESHOLD FOR PUBLIC SUPPORT. UNFORTUNATELY, DUE TO THE RESET THAT HCCI WENT THROUGH IN FY 2016 - 2017, HCCI LOST ALMOST TWO (2) FULL YEARS IN ITS PROGRESS TOWARD DIVERSIFYING ITS CONTRIBUTED REVENUE. IT HAS NEVER BEEN THE INTENT OF HCCI; NOR ITS ANGEL DONOR, THAT THE ANGEL DONOR WOULD CONTINUE TO SUPPORT THE ENTITY FOR THE LONG TERM. THE INTENT WAS THAT THE ANGEL DONOR WOULD PROVIDE THE FUNDS FOR THE INITIAL FEW YEARS WHILE THE INFRASTRUCTURE WAS BUILT AND THAT, SUBSEQUENTLY, REVENUE FROM EDUCATION AS WELL AS FOUNDATIONS AND INDIVIDUAL DONORS WOULD PROVIDE A STEADY STREAM OF CONTRIBUTIONS TO SUPPORT HCCI FOR THE LONG TERM. HCCI IS ASKING THE IRS TO TAKE THE RE-START OF THE ORGANIZATION INTO CONSIDERATION WHEN EVALUATING HCCI'S FACTS AND CIRCUMSTANCES.HCCI HIRED A DIRECTOR OF DEVELOPMENT WHO JUST STARTED ON MONDAY AND LAST MONTH THEY HIRED A DEVELOPMENT ASSOCIATE TO SUPPORT THE DIRECTOR WHICH BOTH OF THESE POSION WILL SIGNIFICANTLY IN IN OUTREACH WITH CURRENT AND ACCESSING NEW DONORS. IN ADDION THE HCCI BOARD IS EXPANDING TO INCREASE THREE NEW MEMBERS IN 2024 WHO SHARE THEIR NETWORKS AND CONTACTS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 6,597. 2019 AMOUNT: $ 4,052. 2020 AMOUNT: $ 158. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 696100 246361 449739 449739 REFUNDABLE GRANT ADVANCE 270726 270726 X 2387592 -721 -721 2388313 0 2388313 2847098 0 2847098 0 2847098 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. X X X X X 1 EVOLVE GIVING GROUP 808 WESTWOOD LANE WILMETTE IL 60091 FUNDRAISING PLAN AND BOARD DEVELOPMENT 0 0 87380 -87380 87380 -87380 IL 1 RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON ST SUITE 300 CHICAGO IL 60612 363820916 501 (C) (3) 267873 0 HOME BASED PRIMARY CARE 1 PART I, LINE 2: ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS: THE MANAGEMENT TEAM CONDUCTS FIELD VISITS IN ADDITION TO REQUIRING FINANCIAL AND PROGRAMMATIC REPORTS FROM GRANTEES ON AN ONGOING BASIS. X X 0 0 0 0 0 0 0 0 0 JULIE SACKS PRESIDENT AND COO 222000 0 48000 0 176 0 37713 0 0 0 307889 0 0 0 MELISSA SINGLETON CHIEF PROGRAMS OFFICER 180000 0 10000 0 195 0 19142 0 0 0 209337 0 0 0 NENGLIANG YAO DIR. OF RESEARCH & ANALYTICS 146669 0 10000 0 0 0 21184 0 0 0 177853 0 0 0 JAMES WARDA VP OF EXT. AFFAIRS & BUS DEV 147000 0 3000 0 533 0 0 0 0 0 150533 0 0 0 DANA CROSBY SR. DIR ENAGE. & PRAC. DEV 147000 0 3000 0 330 0 0 0 0 0 150330 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PREPARED BY HCCI'S EXTERNAL TAX PREPARER REVIEWED BY HCCI'S COO, CEO AND ACCOUNTING STAFF, AND CIRCULATED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD MEETING OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. CONFLICTS ARE REVIEWED AT THE BOARD LEVEL. PER THE POLICY, ANY OFFICER OR BOARD MEMBER THAT HAS A CONFLICTS RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF HCCI DETERMINES THE COMPENSATION FOR THE CEO. COMPENSATION OF THE COO WAS DETERMINED BY REVIEW OF THE CEO AND CERTAIN MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.