2023-08-22T11:01:32-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2022-01-01 202633437 BERGEN VOLUNTEER MEDICAL INITIATIVE INC BERG 2013422478 75 ESSEX STREET STE 100 HACKENSACK NJ 07601 MICHAEL G FAUST MD CHAIR 2013422478 2023-08-22 1 MICHAEL FAUST MD 999009999 0 GARRETT M HIGGINS P00543209 2017129800 2023-07-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL G FAUST MD 75 ESSEX STREET STE 100 HACKENSACK NJ 07601 3324977 0 X WWW.BVMI.ORG X 2005 NJ BERGEN VOLUNTEER MEDICAL INITIATIVE PROVIDES FREE PRIMARY, PREVENTIVE, CHRONIC AND URGENT CARE, AS WELL AS REFERRALS FOR DIAGNOSTICS AND OUTSIDE SPECIALIST CARE TO LOW-INCOME, WORKING, BERGEN COUNTY RESIDENTS WHO HAVE NO HEALTH INSURANCE. BVMI ALSO PROVIDES FREE MENTAL HEALTH AND CASE MANAGEMENT SERVICES TO PATIENTS. 19 19 36 155 0 0 3315390 3203064 0 0 3260 51789 -8592 -40528 3310058 3214325 1655 0 0 0 1507516 1746939 81984 162180 363092 703568 825447 2294723 2734566 1015335 479759 2672919 5047669 180456 2075447 2492463 2972222 X POWERED BY PASSIONATE VOLUNTEERS, BVMI DELIVERS FREE, HIGH-QUALITY HEALTHCARE TO BERGEN COUNTY'S WORKING UNINSURED, HELPING THEM LIVE HEALTHY, PRODUCTIVE LIVES. 0 0 1487364 PRIMARY CARE AT OUR ONSITE MEDICAL CLINIC IN HACKENSACK, NJ, BVMI PROVIDES FREE PRIMARY, PREVENTIVE, CHRONIC AND URGENT CARE FOR BERGEN COUNTY ADULTS WHO WORK, BUT DO NOT HAVE MEDICAL INSURANCE. THIS INCLUDES A PRIMARY CARE EXAMINATION, CONDUCTED BY OUR VOLUNTEER PRIMARY CARE PHYSICIANS, AND REFERRALS TO SPECIALISTS AT OTHER LOCATIONS WHEN NEEDED. THE SPECIALISTS IN OUR NETWORK ALSO PROVIDE THEIR SERVICES AT NO COST TO BVMI PATIENTS.OUR VOLUNTEER MEDICAL TEAM OF 75 CLINICIANS DETECTS AND SUCCESSFULLY TREATS PATIENTS WITH CHRONIC DISEASES SUCH AS DIABETES, HYPERTENSION, HIGH CHOLESTEROL AND OTHER CONDITIONS. ANOTHER 50 VOLUNTEERS PERFORM VITAL ADMINISTRATIVE TASKS. BVMI SERVED 900 ADULTS IN 2022, WITH FEMALES COMPRISING 65% OF OUR PATIENT ROSTER. SUPPORT OF LANGUAGE INTERPRETERS IS AVAILABLE, AS IS GUIDANCE FROM DIETITIANS AND SOCIAL WORKERS.BVMI BEGAN ACCEPTING NEW PATIENTS AGAIN IN MAY 2022 AFTER A TWO-YEAR HIATUS CAUSED BY THE PANDEMIC. IN 2022, PROVIDED CARE FOR 887 UNIQUE PATIENTS IN 6,935 ONSITE AND TELEHEALTH VISITS. 275455 DIABETES PREVENTION, CARE, AND EDUCATION THE DIABETES PREVENTION, CARE, AND EDUCATION PROGRAM AT BVMI IS DESIGNED TO PROVIDE EARLY DETECTION, SUCCESSFUL TREATMENT, AND IMPROVED OUTCOMES FOR OUR PRE-DIABETIC AND DIABETIC PATIENTS. THESE TWO CATEGORIES REPRESENT NEARLY 1/3 OF BVMI'S PATIENTS. UNCONTROLLED DIABETES CAN LEAD TO INCREASED RISK OF STROKE, HEART DISEASE, CIRCULATORY PROBLEMS AND NEUROPATHY, VISUAL IMPAIRMENT, KIDNEY DISEASE - EVEN DEATH.THE INTAKE FOR ALL BVMI PATIENTS INCLUDES A COMPREHENSIVE PRIMARY CARE EXAMINATION. IF RESULTS INDICATE THAT THEY ARE DIABETIC OR PRE-DIABETIC, THEY ARE REFERRED TO OUR DIABETES TEAM FOR FURTHER CARE AND FOLLOW-UP. WE WORK WITH THIS GROUP OF PATIENTS TO BRING THEIR CONDITION UNDER CONTROL AND UNDER MAINTENANCE. THIS INCLUDES PATIENT EDUCATION IN HEALTHY LIFESTYLE CHOICES, TRAINING FOR PATIENTS AND THEIR FAMILIES OR CAREGIVERS IN HOW TO MONITOR AND MANAGE DIABETES, AND MEDICATION AND SUPPLIES WHERE APPROPRIATE.IN 2022, THE PART-TIME CERTIFIED DIABETES CARE AND EDUCATION SPECIALIST COMPLETED 277 VISITS. CLINICAL OUTCOMES FOR PATIENTS COMPARE VERY FAVORABLY TO NATIONAL HEDIS BENCHMARKS FOR MEDICAID POPULATION: 61.6% OF BVMI PATIENTS HAD AN A1C VALUE OF LESS THAN 7.0, COMPARED TO THE HEDIS BENCHMARK OF 34.7%, AND 78.8% OF BVMI PATIENTS HAD AN A1C VALUE OF LESS THAN 8.0, COMPARED TO THE HEDIS BENCHMARK OF 45%. ONLY 11.1% HAD AN A1C VALUE OF GREATER THAN 9, COMPARED TO THE HEDIS BENCHMARK OF 42.3%.14 PATIENTS COMPLETED BVMI'S INNOVATIVE, INTENSIVE 9-MONTH PREVENT DIABETES PROGRAM. EIGHTY-SIX PERCENT LOWERED THEIR A1C (BLOOD SUGAR) VALUES BY AN AVERAGE OF 3%, AND ALL PARTICIPANTS LOST WEIGHT, WITH AN AVERAGE WEIGHT LOSS OF 9.5 POUNDS. 193146 WOMEN'S HEALTH INITIATIVE THE WOMEN'S HEALTH INITIATIVE AT BVMI IS DESIGNED TO IMPROVE WOMEN'S HEALTH LITERACY AND HEALTHCARE OUTCOMES. WOMEN COMPRISE APPROXIMATELY 65% OF BVMI'S 900 PATIENTS.THROUGH OUR WOMEN'S HEALTH INITIATIVE, GYNECOLOGICAL CARE ALSO BECOMES PART OF OUR FOLLOW-UP CARE FOR FEMALE PATIENTS. CARE IS PROVIDED ONSITE BY VOLUNTEER GYNECOLOGISTS AS WELL AS ADVANCED PRACTICE NURSES WHO ARE WOMEN'S HEALTH SPECIALISTS. THIS INCLUDES A REFERRAL FOR A MAMMOGRAM FOR WOMEN OVER THE AGE OF 40 WHO HAVE NOT HAD THIS SCREENING TEST IN THE PAST 12 MONTHS - SO THAT WE CAN DETECT ANY BREAST HEALTH ISSUES BEFORE THEY REACH A SERIOUS STAGE. IN 2022, 403 UNIQUE WOMEN PATIENTS SAW WOMEN'S HEALTH PRACTITIONERS IN 576 VISITS. 230 PATIENTS RECEIVED A MAMMOGRAM. 173590 CASE MANAGEMENT PROGRAM - $89,820BVMI'S CASE MANAGEMENT PROGRAM WAS ESTABLISHED IN FEBRUARY 2020, JUST PRIOR TO THE PANDEMIC AND BECAME A FULL TIME PROGRAM IN 2021. BVMI'S CASE MANAGER PROVIDES ASSISTANCE TO PATIENTS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH INCLUDING FOOD SECURITY, RENTAL AND UTILITY ASSISTANCE, EMPLOYMENT AND JOB TRAINING, DOMESTIC VIOLENCE, LEGAL GUIDANCE AND MANY OTHER ISSUES THAT AFFECT QUALITY OF LIFE. MANY PATIENTS REQUIRE DEEP INTERVENTIONS AND MULTIPLE VISITS. IN 2022, THE CASE MANAGER PROVIDED ASSISTANCE TO 356 UNIQUE PATIENTS IN 1,248 VISITS. KOREAN HEALTHCARE PROGRAM - $83,770 BERGEN COUNTY IS HOME TO MORE THAN 63,000 RESIDENTS OF KOREAN DESCENT, MANY OF WHOM ARE RECENT IMMIGRANTS WITH NO ACCESS TO HEALTHCARE. IN 2019, BVMI ESTABLISHED THE KOREAN HEALTHCARE PROGRAM TO PROVIDE CULTURALLY SENSITIVE HEALTHCARE FOR KOREAN PATIENTS, MANY OF WHOM COME TO BVMI WITH SERIOUS AND PREVIOUSLY UNDIAGNOSED HEALTH CONDITIONS. BVMI'S KOREAN STAFF NURSE PRACTITIONER AND KOREAN PATIENT NAVIGATOR SUPPORTED BY SEVERAL VOLUNTEER INTERPRETERS PROVIDED TIMELY, COMPASSIONATE CARE IN 2022 IN 180 VISITS. 173590 2129555 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 FL MD MA NJ NY NC PA SC TX X X AMANDA MISSEY 2013422478 75 ESSEX STREET ROOM 100 HACKENSACK NJ 07601 MICHAEL G FAUST MD CHAIR 6.00 X X 0 0 0 AMIT U LIMAYE PHD VICE CHAIR 6.00 X X 0 0 0 SHANNON K LAZARE 2ND VICE CHAIR, EFF. 5/19/22 3.00 X X 0 0 0 VALERIE MAURIELLO TREASURER 6.00 X X 0 0 0 KRISTEN SILBERSTEIN SECRETARY 5.00 X X 0 0 0 JILL ALTANA TRUSTEE 6.00 X 0 0 0 STEFAN M CANIZARES ESQ TRUSTEE 2.00 X 0 0 0 JORDAN GOLDSMITH ESQ TRUSTEE 4.00 X 0 0 0 MEDHA HAVNURKAR TRUSTEE 3.00 X 0 0 0 TERRY HENSLE MD TRUSTEE 4.00 X 0 0 0 ERIC KIM TRUSTEE 2.00 X 0 0 0 KARINA MALYSHEVA TRUSTEE 2.00 X 0 0 0 JONATHAN K MAYS MD TRUSTEE 2.00 X 0 0 0 ZACHARY MELI TRUSTEE, THRU 5/18/22 2.00 X 0 0 0 LAUREN MENKES SAVAGE TRUSTEE 3.00 X 0 0 0 KEITH MURILLO-STASIAK TRUSTEE 3.00 X 0 0 0 DIVYA PALIWAL MD TRUSTEE 3.00 X 0 0 0 CESAR ROMERO TRUSTEE 3.00 X 0 0 0 MARK D SPARTA TRUSTEE 3.00 X 0 0 0 GIAN VARBARO MD TRUSTEE 3.00 X 0 0 0 AMANDA MISSEY PRESIDENT/CEO 40.00 X 127175 0 2850 MICHELLE KAYE NURSE MANAGER 40.00 X 104709 0 0 231884 0 2850 2 0 0 0 0 340494 1075259 1787311 317560 3203064 51789 51789 66199 340494 109364 -43165 -43165 3201 1288 1913 1913 MISCELLANEOUS INCOME 900099 724 724 724 3214325 0 0 11261 130025 105320 9102 15603 1422222 1254864 105958 61400 45356 37694 55 7607 149336 75118 8315 65903 16500 16500 162180 162180 118519 49964 67217 1338 4666 4204 462 112047 73907 13435 24705 118807 104471 6250 8086 140818 135397 2083 3338 3780 3327 453 31657 23807 2246 5604 16307 6901 9406 MEDICAL SUPPLIES 234448 234448 REPAIR AND MAINTENANCE 21973 17866 1069 3038 REGISTRATION, FEES, TAX 5925 2267 283 3375 2734566 2129555 241919 363092 1000 200 1312400 1588771 1072967 1356450 3049 2656 26571 33129 464005 218231 243254 245774 13678 1820689 2672919 5047669 126745 195872 2500 0 51211 1879575 180456 2075447 X 1356432 2083608 1136031 888614 2492463 2972222 2672919 5047669 479759 0 X X 0 1 X 1 0 X 1827132 1674754 2323321 3315390 3203064 12343661 1827132 1674754 2323321 3315390 3203064 12343661 799548 11544113 4764 5327 4767 3260 51789 69907 424 1381 211 724 2740 12416308 0.92980 0.87720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 424. 2019 AMOUNT: $ 1,381. 2021 AMOUNT: $ 211. 2022 AMOUNT: $ 724. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 342474 136771 205703 87354 81460 5894 34177 34177 245774 SECURITY DEPOSIT 14403 OPERATING LEASES - RIGHT OF USE ASSET 1806286 1820689 OPERATING LEASES LIABILITY 1879575 1879575 X 3620797 406472 406472 3214325 0 3214325 3141038 406472 406472 2734566 0 2734566 PART X, LINE 2: BVMI RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT BVMI HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. BVMI IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2019. X X X X X X 1 NAHSHON ASSOCIATES INC 1 UNIVERSITY PLAZA DRIVE SUITE 412 HACKENSACK NJ 07601 GRANT WRITING 0 895000 84180 810820 ERICA JOY WEST LLC 7 ROYAL COURT APT E WAYNE NJ 07470 FUNDRAISING CONSULTANT 0 25000 78000 -53000 920000 162180 757820 CT FL MD MA NJ NY NC PA SC TX GALA 330067 294525 35542 33127 1500 25719 GOLF CLASSIC 67250 41158 26092 41479 1324 1 9376 4811 4565 4676 985 554 406693 340494 66199 74606 4676 2485 27597 109364 -43165 X 6 203337 COST X SOFTWARE 6 78589 COST X DUES & SUBSCRIPTIONS 3 35634 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B BERGEN VOLUNTEER MEDICAL INITIATIVE HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C BERGEN VOLUNTEER MEDICAL INITIATIVE, INC. HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL TRUSTEES, OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE, AS SOON AS POSSIBLE, THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACATION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IN DISCUSSED AND VOTED UPON. THE REMAINING BOARD OF COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY BE INVITED TO MAKE A PRESENTATAION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: - THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST; - THE NATURE OF THE FINANCIAL INTEREST; - ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT; - THE BOARD OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; - THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; - THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARANGEMENT; AND - A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15A AS RECORDED IN THE MINUTES OF THE COMPENSATION COMMITTEE, THE HISTORY OF THE CEO PERFORMANCE REVIEW PROCESS, FINDINGS AND RECOMMENDATIONS FOR EACH YEAR DATING BACK TO 2016 WERE REVIEWED. BENCHMARKING FOR CEO COMPENSATION OF ORGANIZATIONS SIMILAR IN MISSION, BUDGET SIZE AND GEOGRAPHY AS OF 2022 WERE INCLUDED IN THE COMPENSATION RECOMMENDATION. A RESOLUTION REGARDING THE CEO'S COMPENSATION WAS PRESENTED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES AND RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILBALE UPON WRITTEN REQUEST AT 75 ESSEX STREET, ROOM 100, HACKENSACK, NJ 07601 OR BY CALLING THE ORGANIZATION DIRECTLY AT (201)342-2478. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.