2023-11-13T17:18:51-06:00 2022-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2022-01-01 862147253 HEALTHCARE ANCHOR NETWORK INC HEAL 2029721480 2202 18TH ST NW STE 317 WASHINGTON DC 20009 DAVID ZUCKERMAN PRESIDENT 2029721480 2023-11-13 1 DAVID ZUCKERMAN 999009999 0 PAMELA GRAY P01237506 4105840060 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z HAN DAVID ZUCKERMAN 2202 18TH ST NW STE 317 WASHINGTON DC 20009 2977282 0 X WWW.HEALTHCAREANCHOR.NETWORK X 2021 DC HAN CATALYZES HEALTH SYSTEMS TO BUILD INCLUSIVE LOCAL ECONOMIES THAT SUSTAIN HEALTHY COMMUNITIES. 6 6 20 20 0 0 4595690 2757097 183250 219664 0 505 0 16 4778940 2977282 0 0 0 0 1250 1439714 0 0 56233 21195 804110 22445 2243824 4756495 733458 4756495 5607566 0 117613 4756495 5489953 X HAN CATALYZES HEALTH SYSTEMS TO LEVERAGE THEIR HIRING, PURCHASING, INVESTING, AND OTHER KEY ASSETS TO BUILD INCLUSIVE LOCAL ECONOMIES TO ADDRESS ECONOMIC AND RACIAL INEQUITIES IN COMMUNITY CONDITIONS THAT CREATE POOR HEALTH. HAN SUPPORTS HEALTH SYSTEMS IN IMPLEMENTING THE ANCHOR MISSION BY RAISING THE BAR FOR BEST-IN-CLASS PRACTICES, ACCELERATING ADOPTION AMONG INDIVIDUAL ORGANIZATIONS THROUGH AN ACTION-ORIENTED FRAMEWORK, AND FOSTERING UNIQUE SECTOR COLLABORATIONS TO SCALE SOCIAL IMPACT. HAN MEMBERS ARE LEADING A HEALTH SYSTEMS MOVEMENT TO UNIVERSALLY ADOPT THE ANCHOR MISSION FRAMEWORK AND PARTNER COLLABORATIVELY AND AUTHENTICALLY WITH OTHER ANCHOR INSTITUTIONS AND WITH THEIR COMMUNITIES TO CREATE ECONOMICALLY, SOCIALLY, AND RACIALLY EQUITABLE OUTCOMES IN PLACE. 0 0 1250398 219664 HAN WORKS WITH THE SYSTEMS TO INCUBATE AND SCALE STRATEGIES THAT ESTABLISH THE ANCHOR MISSION AS A HEALTHCARE SECTOR PRIORITY. HAN PROVIDES STRATEGIC SUPPORT, CURATES DEEP-DIVE PEER CONVERSATIONS, AND FACILITATES INITIATIVE WORKGROUPS FOR MEMBERS AS THEY DEVELOP, INNOVATE, LAUNCH, GROW, AND INSTITUTIONALIZE ANCHOR MISSION STRATEGIES AT THEIR INSTITUTIONS. HAN SUPPORTS HEALTH SYSTEMS IN IMPLEMENTING THE ANCHOR MISSION PILLARS BY RAISING THE BAR FOR ANCHOR MISSION STRATEGIES THROUGH DEFINING BEST-IN-CLASS COMMITMENTS AND LEVERAGING SECTOR RECOGNITION; ACCELERATING THE ADOPTION OF ANCHOR STRATEGIES INTERNALLY, IN PARTNERSHIP WITH OTHER ANCHORS, AND IN AUTHENTIC COLLABORATION WITH THE COMMUNITY; FOSTERING HIGH-IMPACT INDUSTRY COLLABORATION TO SCALE THE IMPACT OF THE ANCHOR MISSION APPROACH. 178628 COMMUNITY ECONOMIC DEVELOPMENT THAT IS INCLUSIVE OF COMMUNITY IS EMBEDDED IN ALL AREAS OF OUR WORK STREAMS FOCUSED ON IMPROVING THE INCOME AND WEALTH OF DISADVANTAGED COMMUNITIES. HAN ALSO PROVIDES COACHING AND FACILITATED PEER LEARNING COHORTS WITH PLACE-BASED INITIATIVES.HAN'S COLLABORATING WITH COMMUNITY STAKEHOLDERS GROUP AIMS FOR COMMUNITY ENGAGEMENT THAT IS ALIGNED WITH ANCHOR STRATEGY LEADS AND CROSS-INSTITUTIONAL ANCHOR MISSION TEAMS TO ALLOW FOR MORE EFFECTIVE DESIGN, IMPLEMENTATION, AND EVALUATION OF ANCHOR STRATEGIESIN COLLABORATION WITH COMMUNITY STAKEHOLDERS, AND WHICH EMBODIES A COMMITMENT TO RACIAL AND ECONOMIC EQUITY BOTH IN PROCESS AND OUTCOME. 357257 HAN CONDUCTS RESEARCH AND ASSESSMENT OF HEALTH SYSTEMS, COMMUNITY FOUNDATIONS, AND OTHER PLACE-BASED ANCHOR INSTITUTIONS. THE PURPOSE IS TO BUILD A COMPELLING EVIDENCE BASE FOR ANCHOR MISSION STRATEGIES.HAN AND ITS MEMBERS HAVE WORKED TOGETHER TO BUILD THE FRAMEWORK FOR ANCHOR METRICS THAT CREATE AN UNDERSTANDING OF PROGRAM-LEVEL ACTIVITIES (E.G., LOCAL HIRING) WITHIN HEALTH SYSTEMS. HAN HAS DEVELOPED AND LAUNCHED AN INTERNAL DASHBOARD PLATFORM FOR MEMBER SYSTEMS TO TRACK COLLECTIVE AND INDIVIDUAL PROGRESS OVER TIME. 1786283 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X CHRISTY PARQUE 2029721480 2202 18TH ST NW STE 317 WASHINGTON DC 20009 JOHN VU BOARD CHAIR 1.00 X X 0 0 0 STEPHANIE MCHENRY TREASURER 1.00 X X 0 0 0 ALYIA GASKINS SECRETARY 1.00 X X 0 0 0 MICHELLENE DAVIS BOARD MEMBER 1.00 X 0 0 0 SAM ROSS BOARD MEMBER 1.00 X 0 0 0 SOMA SAHA BOARD MEMBER 1.00 X 0 0 0 DAVID ZUCKERMAN PRESIDENT 40.00 X 129557 0 29336 CHRISTY PARQUE CHIEF OPERATING OFFICER 40.00 X 86990 0 35836 BICH HA PHAM SENIOR DIRECTOR, COMMUNICATIONS AND POLICY 40.00 X 99618 0 45556 316165 0 110728 1 0 1 0 0 1228000 1529097 2757097 PROGRAM SALES AND FEES 900009 219664 219664 219664 505 505 OTHER INCOME 900099 16 16 16 2977282 219680 0 505 X 426893 340353 78616 7924 633175 504819 116602 11754 64674 51563 11910 1201 219726 176782 38229 4715 95246 76473 16792 1981 6390 6390 61069 46841 10284 3944 320697 245977 54007 20713 2373 2373 44144 36891 6411 842 282786 255729 24455 2602 2298 1839 459 11296 1744 9552 PAYROLL AND HR FEES 26791 21511 4723 557 PROFESSIONAL DEVELOPMEN 12473 2353 10120 TELEPHONE 9693 7754 1939 PRINTING AND COPYING 8182 7216 966 15918 8438 7480 2243824 1786283 401308 56233 2412465 3847018 50005 2344030 1695794 17047 2298 0 14749 4756495 5607566 0 117613 0 117613 X 3201965 3806296 1554530 1683657 4756495 5489953 4756495 5607566 733458 0 X 0 1 X 0 0 X 4595690 2757097 7352787 4595690 2757097 7352787 7352787 7352787 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17047 2298 14749 14749 X 3020932 43650 43650 2977282 0 2977282 2287474 43650 43650 2243824 0 2243824 PART X, LINE 2: HAN IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2022 AND 2021, THE STATUTE OF LIMITATIONS FOR FISCAL YEAR 2021 AND 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH HAN FILES TAX RETURNS. IT IS HAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. 0 0 0 0 0 0 0 0 0 DAVID ZUCKERMAN PRESIDENT 129557 0 0 0 0 0 20500 0 8836 0 158893 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COO AND FINANCE TEAM REVIEWS THE 990 WITH THE AUDIT COMMITTEE AND THE AUDIT COMMITTEE APPROVES. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED BY BOARD MEMBERS. OFFICERS, BOARD MEMBERS, AND SENIOR STAFF POSITIONS PREPARE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, ACTING AS AN INDEPENDENT BODY, SERVES AS THE COMPENSATION COMMITTEE FOR REVIEW THE EXECUTIVES SALARY AND INCLUDES CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 18 ALL GOVERNING DOCUMENTS WILL BE AVAILABLE UPON REASONABLE REQUEST. 990 FORM WILL BE AVAILABLE ALSO ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 OFFICERS, BOARD OF DIRECTORS, AND SENIOR MANAGEMENT ARE ASKED TO DISCLOSE CONFLICT OF INTEREST ANNUALLY ON THE FORM AND IF A FUTURE CONFLICT ARISES. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 245,977. MANAGEMENT AND GENERAL EXPENSES 54,007. FUNDRAISING EXPENSES 20,713. TOTAL EXPENSES 320,697.