2024-11-12T14:48:35-06:00 2023-12-31 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2023-01-01 800445929 MHNU Corporation % WENDY COX MHNU 3122740126 180 N Stetson Suite 600-1 Chicago IL 60601 Cheryl Lulias President 3122740126 2024-11-15 true true Steven R Glover P00253365 8472055000 2024-11-15 2023 2024-10-15 13:58:12Z CHERYL LULIAS 180 N Stetson600-1 Chicago IL 60601 34998490 false X N/A X 2009 IL By organizing a formal healthcare provider collaborative, MHNU's mission is to improve the health of Medicaid recipients in Chicago by enhancing care (continued) 6 2 109 0 0 49975 56110 22101881 34182098 78672 760282 0 0 22230528 34998490 130500 200362 0 0 14288257 23048698 0 0 0 8795751 22628576 23214508 45877636 -983980 -10879146 29738749 32740106 3918250 17704805 25820499 15035301 X BY ORGANZIING A FORMAL HEALTHCARE PROVIDER COLLABORATIVE, MHNU'S MISSION IS TO IMPROVE THE HEALTH OF MEDICAID RECIPIENTS IN CHICAGO BY ENHANCING CARE COORDINATION AND QUALITY, IMPROVING ACCESS AND REDUCING FRAGMENTATION AND COST, ALL WHILE REINFORCING THE MEDICAL HOME. MHNU'S GOAL IS TO SERVE AS A MODEL FOR COLLABORATIVE AND PATIENT-CENTERED CARE. true false 10562228 12876909 Establish connectivity through virtual integration of the MHNU providers to leverage the value of health information technology to facilitate improved care coordination, improved clinical decision support and population management activity. 6455037 5804065 The ACO Realizing Equity, Access, and Community Health (ACO REACH) Model provides novel tools and resources for health care providers to work together in an accountable care organization (ACO) to improve the quality of care for people with Traditional Medicare. To help advance health equity, the ACO has a robust plan to meet the needs of people with Traditional Medicare in underserved communities and make measurable changes to address health disparities. Additionally, the model uses an innovative payment approach to better support care delivery and coordination for people in underserved communities. 5948083 7245320 The ACO Realizing Equity, Access, and Community Health (ACO REACH) Model provides novel tools and resources for health care providers to work together in an accountable care organization (ACO) to improve the quality of care for people with Traditional Medicare. To help advance health equity, the ACO has a robust plan to meet the needs of people with Traditional Medicare in underserved communities and make measurable changes to address health disparities. Additionally, the model uses an innovative payment approach to better support care delivery and coordination for people in underserved communities. 13625944 2062567 MHN REACH ACO 73688 0 MHN Care Innovations 4350527 4271912 Wellness West 1415963 992000 Care Connect & Analytics 1162983 65000 Mission/Growth/Innovation 999795 16075 Management/General Ops 648996 848250 Plunum Health 22277896 8255804 45243244 true false false false false false false false false false true true false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 44 0 true 109 true false false false false false false false false false false false false X 6 2 true false false false false false false true true true false true true true true true true true true false CA IL OK X WENDY COX 3122740126 180 N STETSON Chicago IL 60601 Cheryl Lulias President & CEO 40.0 0.0 X X 647541 0 19200 Wendy Cox Director of Finance/COO 40.0 0.0 X 352928 0 14700 Dr Arthur Jones Director/Chief Medical Officer 26.0 0.0 X X 316571 0 14163 Todd Burkard VP of Data Analytics 40.0 0.0 X 294115 0 13108 Misty Drake VP Client Services and Growth 40.0 0.0 X 286871 0 19294 James Pospychala Chief Operating Officer 40.0 0.0 X 273375 0 18935 Vamsi Kosuru VP Product and Engineering 40.0 0.0 X 267808 0 18712 Gail Vijuk Controller/CCO 40.0 0.0 X 265240 0 17277 Melanie Tan VP Strategy and Growth 40.0 0.0 X 253415 0 11637 Laura Merrick Assoc. VP Health Info Tech 40.0 0.0 X 239803 0 17592 Alan Channing Director 5.0 0.0 X 16236 0 0 Carol McCarthy Director 5.0 0.0 X 15500 0 0 Stephanie Comer BOARD CHAIR 3.0 0.0 X 0 0 0 William T Schleicher Jr Secretary and Treasurer 20.0 0.0 X X 0 0 0 3229403 0 164618 10 false true false Safety Net Connect Inc 4600 Campus Drive Suite 101 NEWPORT BEACH CA 92660 Data Management 423949 Wanxiang Sterling Stetson Owner LL PO Box 850707 MINNEAPOLIS MN 554850707 Rent 808140 Scas Management Group LLC 3073 S Chase Ave MILWAUKEE WI 53207 Data Management 880297 Epstein Becker Green PC PO Box 30036 NEW YORK NY 100870036 Legal 492895 King Spalding LLP PO 116133 ATLANT GA 303686133 Legal 425779 5 56110 56110 MGMT SERVICES CONTRACT 624100 18168146 18168146 CARE MGMT COORDINATION 624100 4644166 4644166 PREMIUM REVENUE 624100 21705085 21705085 SHARED RISK REVENUE 624100 -10335299 -10335299 34182098 760282 760282 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34998490 34182098 760282 200362 200362 0 0 0 1887390 1887390 0 0 0 14662355 14662355 0 5461676 5461676 1037277 1037277 0 976400 976400 160003 160003 0 0 2267 2267 5449411 5449411 109801 109801 81249 81249 0 0 688438 688438 131561 131561 0 21582 21582 0 0 429494 429494 988738 988738 RECRUITING 137150 137150 SUBSCRIPTIONS 382773 382773 TELEPHONE EXPENSE 132354 132354 UTILITIES 6488 6488 12930867 12458745 472122 45877636 45243244 634392 0 0 0 15004214 25003146 0 0 1292230 1993903 0 0 0 0 0 0 0 0 859823 986137 2950137 2604147 431335 345990 0 0 5025000 2025000 0 0 796945 179955 6329202 2205975 29738749 32740106 1113854 968659 0 0 51003 46418 0 0 0 0 0 0 0 0 0 0 2753393 16689728 3918250 17704805 X 25820499 15035301 0 0 25820499 15035301 29738749 32740106 -10879146 92279 1669 X false true X true false X 0 0 0 49975 56110 106085 16885708 18200558 19506152 22101881 34182098 110876397 0 0 0 16885708 18200558 19506152 22151856 34238208 110982482 0 0 0 110982482 137775 77236 46253 78672 760282 1100218 0 137775 77236 46253 78672 760282 1100218 0 33617 4450 1622222 0 0 1660289 17057100 18282244 21174627 22230528 34998490 113742989 0.97573 0.97789 0.00967 0.00460 X 202071 133067 69004 974124 698186 275938 1773940 1772892 1048 345990 INVESTMENT IN MORECARE 2025000 C 2025000 DUE FROM RELATED PARTIES 50155 OPERATING LEASE ROU ASC 842 1052173 OTHER ASSETS 1103647 2205975 0 DUE TO RELATED PARTIES 0 OPERATING LEASE LIABILITIES AS 1294212 ACCRUED LIABILITIES 2998319 ACCRUED SHARED RISK LOSSES 12397197 16689728 X Part X, Line 2: The Internal Revenue Service has determined that taxpayer is a not-for-profit entity under Section 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal income taxes as a charitable organization pursuant to Section 501(a) of the IRC. Taxpayer is also exempt from state taxation as a charitable organization. Therefore, no provision for income tax has been made in the accompanying financial statements. However, taxpayer may be subject to tax on income unrelated to its exempt purposes, unless that income is otherwise excluded by the IRC. Taxpayer did not report any unrelated business income in 2023 and 2022. MoreCare is a taxable entity subject to federal and state income taxes. Through July 1, 2022, Texture was a taxable entity subject to federal and state income taxes. Care Innovations is a single member LLC owned 100% by MHNU. All activity flows through to MHNU. MNH REACH is a single LLC owned 100% by Care Innovations. MHNU and MoreCare file standalone federal and state income tax returns. Deferred taxes are provided on a liability method whereby deferred tax assets are recognized for deductible temporary differences and operating loss and tax credit carryforwards and deferred tax liabilities are recognized for taxable temporary differences. Temporary differences are the differences between the reported amounts of assets and liabilities and their tax bases. Deferred tax assts related primarily to start-up costs and net operating losses. Deferred tax assets are reduced by a valuation allowance when, in the opinion of management, it is more likely than not that some portion or all the deferred tax assets will not be realized. Deferred tax assets and liabilities are adjusted for the effects of changes in tax laws and rates on the date of enactment. The company recognizes tax liabilities when the company believes that certain positions positions may not be fully sustained upon review by tax authorities. Benefits from tax positions are measured at the largest amount of benefit that is greater than 50% likely of being realized upon settlement. To the extent that the final tax outcome of these matters is different than the amounts recorded, such differences impact income tax expense in the period in which such determination is made. Interest and penalties, if any related to accrued liabilities for potential tax assessments are recorded as income tax expense. There were no interest or penalties incurred or recorded for the years ended December 31, 2023 and 2022. No uncertain tax positions have been noted and, thus, no amounts have been recorded at December 31, 2023 and 2022. true Community Health 2611 W Chicago Ave Chicago IL 60602 363831793 501(c)(3) 7500 Support organization initiatives Instituto del Progreso Latino 2555 S Blue Island Ave Chicago IL 60608 362937375 501(c)(3) 10000 Support Organization UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 Raoul Wallenberg Place SW Washington DC 200242126 521309391 501(c)(3) 5145 Support Organization Gary Comer Youth Center Inc 7200 S Ingleside Ave Chicago IL 60619 455399472 501(c)(3) 10000 Support Organization American Heart Association Inc 7272 Greenville Avenue Dallas TX 75231 135613797 501(c)(3) 50000 Support Organization City of Chicago Fire Department 3510 Michigan floor 2 Chicago IL 60653 100000 support organization 6 Part I, Line 2: Taxpayer's Board management is responsible for choosing the contribution recipients. Aside from confirming receipt of the contribution funds by the recipient, taxpayer will also have signed agreements in place and at taxpayer's discretion may receive reports on how the contributions are spent. X true true X X X false false false false false false false true false Cheryl Lulias President & CEO 643001 0 0 0 4540 0 13200 0 6000 0 666741 0 0 0 Dr Arthur Jones Director/Chief Medical Officer 316571 0 0 0 0 0 12663 0 1500 0 330734 0 0 0 Gail Vijuk Controller/CCO 263740 0 0 0 1500 0 10610 0 6667 0 282517 0 0 0 Todd Burkard VP of Data Analytics 279657 0 13279 0 1179 0 11608 0 1500 0 307223 0 0 0 Laura Merrick Assoc. VP Health Info Tech 229968 0 9307 0 528 0 9592 0 8000 0 257395 0 0 0 Wendy Cox Director of Finance/COO 331438 0 20000 0 1490 0 13200 0 1500 0 367628 0 0 0 Misty Drake VP Client Services and Growth 273439 0 12314 0 1118 0 11294 0 8000 0 306165 0 0 0 Melanie Tan VP Strategy and Growth 240150 0 12350 0 915 0 10137 0 1500 0 265052 0 0 0 James Pospychala Chief Operating Officer 250000 0 21875 0 1500 0 10935 0 8000 0 292310 0 0 0 Vamsi Kosuru VP Product and Engineering 254232 0 12076 0 1500 0 10712 0 8000 0 286520 0 0 0 Part I, Line 1a: Cheryl Lulias, Wendy Cox, Todd Burkard, Misty Drake, James Pospychala, Vamsi Kosuru, Gail Vijuk, Melanie Tan, and Laura Merrick received $1,500, $1,490, $1,179, $1,118, $1,500, $1,500, $1,500, $914, and $528 respectively, as a gym membership taxable benefit. Part I, Line 7: Company performance and annual reviews were taken into account when determining actual bonus payouts. Proposed bonuses were reviewed by the Executive Director and Board of Directors prior to approval/payout. Form 990, Part I, Line 1, Description of Organization Mission: (continuing) coordination and quality, improving access and reducing fragmentation and cost, all while reinforcing the Medical Home. MHNU's goal is to serve as a model for collaborative and patient-centered care. Form 990, Part III, Line 4d, Other Program Services: Other Program Initiatives Expenses $8,578,264. including grants of $0. Revenue $6,193,236. MHNU formed a wholly owned subsidiary, MHN Care Innovations, LLC (Care Innovations), In April 2022 which created a wholly owned subsidiary, Medical Home Network Reach ACO, LLC (MHN Reach), to contract with CMS to participate in the ACO Realizing Equity, Access, and Community Health (REACH) program. This program seeks to reduce Medicare fee-for-service expenditure while improving the quality of care and health outcomes for Medicare fee-for-service beneficiaries maintain access to care and an emphasis on care delivery for beneficiaries with complex, chronic and serious illness. Expenses $13,699,632. Including grants of $0. Revenue $2,062,568 Form 990, Part VI, Section A, line 2: Stephanie Comer is a co-trustee of the Stephanie Comer 2015 Dynasty Trust and also a director of Gary Comer, Inc., which is 50% owned by Stephanie Comer 2015 Dynasty Trust. William Schleicher is also a co-trustee of the Stephanie Comer 2015 Dynasty Trust. In addition, he is a director and officer of multiple entities 50% owned by the Stephanie Comer 2015 Dynasty Trust, one of them being Gary Comer, Inc. Form 990, Part VI, Section B, line 11b: The organization works closely with an independent accounting firm to ensure Form 990 is accurately prepared. All Board Members are presented with an opportunity to review Form 990 and ask questions or make suggested revisions. Form 990 is also thoroughly reviewed by the CEO before being signed and submitted for filing with the IRS. Form 990, Part VI, Section B, Line 12c: All members of taxpayer's Board of Directors annually sign a conflict of interest policy. Periodic reviews during the tax year of the conflict of interest policy are conducted by or under the supervision of the Board of Directors. Form 990, Part VI, Section B, Line 15: The taxpayer's Board of Directors is committed to ensuring that staff are paid at competitive market rates that comply with prohibitions against the payment of excess compensation by non-profit corporations. Factors considered by the Board in determining compensation for top management include comparison of job descriptions and responsibilities, reviews of market compensation levels (including input from 3rd party recruiters often used to fill these roles), information from Form 990s of comparable non-profit entities, and past salary history. Salary adjustment and bonuses are approved annually by one or more members of the Board serving on the Board compensation committee. Form 990, Part VI, Section C, Line 19: Taxayer does not make its governing documents, conflict of interest policy and financial statements available to the public. Form 990, Part VI, Section A, Line 9: William T. Schleicher, Jr. cannot be reached at the organization's address. The proper contact address for Mr. Schleicher, Jr. is: 20935 Swenson Dr., Suite 125, Waukesha, WI 53186. Form 990, Part III, Line 2 MHNU formed a wholly owned subsidiary, MHN Care Innovations, LLC (Care Innovations), In April 2022 which created a wholly owned subsidiary, Medical Home Network Reach ACO, LLC (MHN Reach), to contract with CMS to participate in the ACO Realizing Equity, Access, and Community Health (REACH) program. This program seeks to reduce Medicare fee-for-service expenditure while improving the quality of care and health outcomes for Medicare fee-for-service beneficiaries maintain access to care and an emphasis on care delivery for beneficiaries with complex, chronic and serious illness. FORM 990 PART IX LINE 11G DESCRIPTION:TECHNOLOGY & ANALYTICS TOTAL FEES:3205481 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:2128369 FORM 990 PART IX LINE 11G DESCRIPTION:DATA SERVICES TOTAL FEES:31211 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL PROCESSING TOTAL FEES:84350 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MISCELLANEOUS EXPENSES TOTAL EXPENSES:77193 PROGRAM SERVICES:77193 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DUES & MEMBERSHIPS TOTAL EXPENSES:31579 PROGRAM SERVICES:31579 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MEALS & ENTERTAINMENT TOTAL EXPENSES:91581 PROGRAM SERVICES:91581 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:PROMPT PAY TOTAL EXPENSES:-64419 PROGRAM SERVICES:-64419 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:CONTINUING MEDICAL ED. TOTAL EXPENSES:2000 PROGRAM SERVICES:2000 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:AMORTIZATION TOTAL EXPENSES:308495 PROGRAM SERVICES:308495 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:PPP REPAYMENT EXPENSE TOTAL EXPENSES:472122 MANAGEMENT AND GENERAL:472122 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:CARE MANAGEMENT CAPITATION TOTAL EXPENSES:12012316 PROGRAM SERVICES:12012316 MoreCare Inc 180 N Stetson Suite 600-1 Chicago IL 60601 831911116 INSURANCE IL MHNU Corporatio C Corp 2043717 1934237 1.00000 true false false false true false false false false false false false false false false false false false false MoreCare Inc b 50155 Cost