2024-05-13T11:10:33-05:00 2023-07-31 760448495 HAM LANGSTON & BREZINA LLP 2200 MARKET ST STE 400 GALVESTON TX 77550 990 2022-08-01 760193812 THE ROSE THER 2814844708 12700 N FEATHERWOOD DR 260 HOUSTON TX 770344494 DOROTHY GIBBONS CEO 2814844708 2024-05-08 1 DOROTHY GIBBONS 999009999 0 ANN S MASEL CPA P00758150 4097659311 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOROTHY GIBBONS 12700 N FEATHERWOOD DR 260 HOUSTON TX 770344494 15675826 0 X THEROSE.ORG X 1986 TX SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL. 19 19 154 390 128752 0 5414137 5329739 9736498 8996502 12547 316059 633990 842947 15797172 15485247 0 0 0 0 6844687 7538161 0 0 799230 7229230 7727799 14073917 15265960 1723255 219287 17273046 18762352 2748136 4009928 14524910 14752424 X THE MISSION OF THE ROSE IS SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL. 0 0 13129931 9228862 THE ROSE PRIMARY EXEMPT PURPOSE IS PROVIDING ACCESS TO BREAST HEALTH CARE BY OFFERING DIRECT MEDICAL SERVICES AND ACCESS TO TREATMENT REGARDLESS OF THE PATIENT'S ABILITY TO PAY. THE EMPOWER HER SPONSORSHIP PROGRAM ENSURES THAT UNINSURED OR UNDERINSURED WOMEN HAVE ACCESS TO THE SAME STANDARD OF COMPASSIONATE, HIGH QUALITY BREAST HEALTH CARE AS THE INSURED. THE EMPOWER HER PROGRAM OFFERS A CONTINUUM OF CARE THAT STARTS WITH COMMUNITY OUTREACH AND EDUCATION AND THEN MOVES INTO PROVIDING DIRECT MEDICAL SERVICES INCLUDING MAMMOGRAPHY SCREENING, DIAGNOSTIC EXAMS AND BIOPSIES AND FINALLY ACCESS TO TREATMENT AND FOLLOW-UP WHEN A WOMAN IS DIAGNOSED WITH BREAST CANCER. SPONSORSHIP IS PROVIDED TO WOMEN MEETING LOW INCOME, UNINSURED OR UNDERINSURED GUIDELINES. IN THIS REPORTING PERIOD, THROUGH EMPOWER HER, THE ROSE SERVED 7,104 INDIVIDUAL, UNDUPLICATED UNINSURED WOMEN AND PROVIDED 15,464 SPONSORED DIAGNOSTIC SERVICES TO MEDICALLY UNDERSERVED WOMEN, INCLUDING DIAGNOSTIC MAMMOGRAMS, BREAST ULTRASOUNDS, PHYSICIAN CONSULTATION, CORE BIOPSIES AND OFFICE VISITS. OF THE UNINSURED PATIENTS, 650 RECEIVED BIOPSIES.TO DIMINISH THE BARRIER OF GEOGRAPHY TO ACCESSING ROUTINE BREAST HEALTH SCREENINGS, THE ROSE'S MOBILE MAMMOGRAPHY HEALTH COACHES TRAVEL FIVE DAYS A WEEK TO PROVIDE BREAST HEALTH SCREENINGS TO INSURED AND UNINSURED WOMEN IN 62 COUNTIES THROUGHOUT SOUTHEAST TEXAS SERVING 9,020 WOMEN OF WHICH, 3,730 WERE UNINSURED. A TOTAL OF 23 WOMEN WERE DIAGNOSED FROM THEIR INITIAL SCREENING EXAM; 11 WERE INSURED AND 12 WERE UNINSURED. FIFTY PERCENT OF ALL UNINSURED PATIENTS NEEDING ROUTINE ANNUAL MAMMOGRAPHY SCREENING DID SO VIA THE ROSE MOBILE MAMMOGRAPHY PROGRAM. THIS DATA UNDERSCORES THE NEED FOR ACCESS TO CARE PARTICULARLY IN RURAL AREAS AND SUGGEST THAT THE MAJORITY OF OUR UNDERSERVED CONSTITUENTS HAD LIMITATIONS WITH TRANSPORTATION, ACCESSIBLE AND/OR AFFORDABLE SCREENING FACILITIES IN THEIR HOME COMMUNITIES. WITH THE MOBILE PROGRAM, STRATEGIC COMMUNITY ENGAGEMENT EFFORTS GREATLY EXPAND ACCESS TO BREAST HEALTH CARE SERVICES WHERE WOMEN NEED THEM THE MOST. COMMUNITY PATIENT NAVIGATORS ARE UTILIZED TO REACH RURAL COUNTIES, AND ACT AS LIAISONS TO BRIDGE THE GAPS IN HEALTHCARE BY CONNECTING PATIENTS AND HEALTH SYSTEMS TO AREA RESOURCES, ENGAGING NEW PARTNERS AND APPLYING EVIDENCE-BASED INTERVENTION MODELS THAT INCREASED ACCESS TO CARE FOR THE UNDERSERVED.FOR UNINSURED WOMEN WHO ARE DIAGNOSED WITH BREAST CANCER, THE ROSE PATIENT NAVIGATION PROGRAM ENSURES ACCESS TO TIMELY AND AFFORDABLE BREAST CANCER TREATMENT. OF THE 395 PATIENTS DIAGNOSED BY THE ROSE IN THIS REPORTING PERIOD, 196 WERE INSURED AND 199 WERE UNINSURED. FOR UNINSURED PATIENTS, THE ROSE'S PATIENT NAVIGATORS SECURE TREATMENT WITHIN 30 DAYS OF DIAGNOSIS THROUGH STATE-FUNDED HEALTHCARE PROGRAMS OR THE ROSE PHYSICIAN NETWORK. WITH THE ROSE PATIENT NAVIGATION PROGRAM, OUR PATIENTS GAIN DIRECT ACCESS TO AN EXTENSIVE NETWORK OF PHYSICIANS AND TREATMENT AT LEADING MEDICAL FACILITIES SUCH AS MD ANDERSON CANCER CENTER, HOUSTON METHODIST AND HARRIS HEALTH.PATIENT NAVIGATORS ALSO PROVIDE BREAST CANCER EDUCATION TO THE PATIENT AND HER FAMILY, SUPPORT DURING MEDICAL APPOINTMENTS, TRANSLATION, SUPPORT GROUPS, WIGS AND PROSTHESES AND UP TO FIVE YEARS' OF SURVIVORSHIP SUPPORT POST-DIAGNOSIS TO ENSURE COMPLIANCE TO TREATMENT AND REGULAR SCREENINGS. OTHER SERVICES INCLUDE TRANSLATION, SUPPORT DURING MEDICAL APPOINTMENTS, RECOMMENDATIONS REGARDING NUTRITION AND EXERCISE DURING TREATMENT, ALONG WITH ACCESS TO SUPPORT GROUPS. TO FURTHER MINIMIZE THE FINANCIAL BURDEN TO UNINSURED PATIENTS, THE ROSE PATIENT NAVIGATION PROGRAM PROVIDES GAS CARDS TO OFFSET TRANSPORTATION EXPENSES TO TREATMENT AND PROCURES FREE OR LOW-COST WIGS AND PROSTHETICS. THE ROSE NAVIGATED 214 (199 UNINSURED AND 15 INSURED) PATIENTS INTO TREATMENT AND 674 PATIENTS RECEIVED SURVIVORSHIP SUPPORT ASSISTANCE.THE ROSE WAS THE FIRST HEALTHCARE ORGANIZATION IN THE STATE OF TEXAS TO IMPLEMENT A PATIENT NAVIGATION PROGRAM (IN 1999), AND THIS EVIDENCE- BASED PRACTICE IS NOW UTILIZED IN OTHER COMMUNITY CLINICS ACROSS THE COUNTRY. IN MARCH 2021, THE ROSE INITIATED THE MAMMOGRAM TO MEDICAL HOME PROGRAM TO PROVIDE AN ADDITIONAL LEVEL TO ACCESS TO CARE FOR THE UNINSURED POPULATION. UNINSURED WOMEN OFTEN LACK A PRIMARY CARE PHYSICIAN OR A COMMUNITY CLINIC AND ARE NOT ABLE TO SECURE A REFERRAL THAT IS REQUIRED FOR A MAMMOGRAM. UNDER THE SUPERVISION OF AN EXTERNAL MEDICAL DIRECTOR AND LED BY A NURSE PRACTITIONER, THROUGH THE MMH PROGRAM, UNINISURED ARE ABLE TO RECEIVE A HIGH-LEVEL MEDICAL EVALUATION, A CLINICAL BREAST EXAMINATION, REFERRAL TO NO COST BREAST IMAGING PROCEDURES AND ONCE COMPLETED, A PATIENT NAVIGATOR ASSISTS THE WOMAN IN FINDING A MEDICAL HOME. UNINSURED WOMEN HAVE A VARIETY OF HEALTH NEEDS AND THE MEDICAL HOME WILL COMPLETE A CONTINUUM OF CARE. THE PROGRAM IS OFFERED AT BOTH CENTERS AND IS AVAILABLE TO WOMEN FROM ALL SERVICE AREAS.($25,078 SUPPORT IS DONATED SERVICE AND MATERIALS) SEE SCHEDULE O FOR CONTINUATION OF ITEM 4A 13129931 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 154 1 1 1 0 0 0 0 1 1 0 0 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 1 1 1 0 X X PAMELA LYLE 2814645121 12700 N FEATHERWOOD SUITE 260 HOUSTON TX 77034 ALICE ANNE-DODGE DIRECTOR 1.00 X 0 0 0 ANN AL-BAHISH DIRECTOR 1.00 X 0 0 0 ASHMA KHANANI-MOOSA RN DIRECTOR 1.00 X 0 0 0 BETH GILLIARD DIRECTOR 1.00 X 0 0 0 BOB TENCZAR TREASURER 5.00 X X 0 0 0 DEBBIE ROBINSON SECRETARY 1.00 X X 0 0 0 NICK ESCOBEDO DIRECTOR 1.00 X 0 0 0 PAMELA LOVETT PAST BOARD CHAIR 1.00 X X 0 0 0 PEGGY ROE DIRECTOR 1.00 X 0 0 0 RONNIE HAGERTY DIRECTOR 1.00 X 0 0 0 RONNIE PACE DIRECTOR 1.00 X 0 0 0 SAN BURNETT DIRECTOR 1.00 X 0 0 0 SAUL VALENTIN DIRECTOR 1.00 X 0 0 0 SHANNON WIESEDEPPE DIRECTOR 1.00 X 0 0 0 THERESA EINHORN CHAIR 5.00 X X 0 0 0 TERESA THOMAS VICE CHAIR 5.00 X X 0 0 0 TINA SAENZ DIRECTOR 1.00 X 0 0 0 WANDA WOODY-ROBERTS DIRECTOR 1.00 X 0 0 0 WILLIAM DONOVAN DIRECTOR 1.00 X 0 0 0 DOROTHY W GIBBONS CEO 45.00 X 179026 0 15590 JESSICA DUCKWORTH COO 45.00 X 147113 0 13322 PAMELA LYLE CFO 45.00 X 143069 0 12632 ANDRA TIDWELL DIRECTOR OF IMAGING AND MOBILE 45.00 X 103904 0 7938 BRAHANA MARSKBERRY CENTER DIRECTOR 45.00 X 107806 0 8188 SHANNON LECOQ CHIEF DEVELOPMENT OFFICER 45.00 X 128860 0 9144 809778 0 66814 6 0 1 0 INVERSION RECOVERY IMAGING LLL 10685 B HAZELHURST DR 19733 HOUSTON TX 77043 PHYSICIAN 601196 BIRADS RAD INC 15 LAUREL WREATH TRAIL SUGARLAND TX 77479 RADIOLOGIST 530213 DIXIE MELILLO MD 3343 FAIRVIEW PASADENA TX 77504 SURGEON 402740 TRAVELRAD PA 2101 CALYPSO BAY CT PEARLAND TX 77584 PHYSICIAN 295900 SUSAN GASKILL MD PA 15527 WOODEN OAK COURT HOUSTON TX 77059 RADIOLOGIST 179000 5 5329739 29438 5329739 PROGRAM SERVICE REVENUE, NET 621300 8996502 8996502 8996502 316059 316059 237730 108978 128752 128752 128752 563436 81601 481835 481835 OTHER REVENUE 621500 232360 232360 232360 15485247 9228862 128752 797894 X 407649 122166 262922 22561 5853393 5071734 403585 378074 199678 149912 36463 13303 536561 457938 56441 22182 540880 430829 75732 34319 7733 6402 999 332 61285 50736 7916 2633 3426438 3197159 172058 57221 8703 7205 1124 374 190629 162437 13533 14659 931529 683862 158782 88885 110075 97634 2601 9840 1193101 1150042 21671 21388 186386 157586 19000 9800 SOFTWARE AND EPT MAINT 880731 746477 59739 74515 MEDICAL SUPPLIES 265085 265085 OTHER EXPENSES 177975 111687 29511 36777 BAD DEBTS EXPENSE 160085 160085 128044 100955 14722 12367 15265960 13129931 1336799 799230 900 900 7627112 7734568 346079 636091 1461425 1273590 422057 700973 17245026 10054229 7320541 7190797 94932 128254 0 1097179 17273046 18762352 1269040 1283210 386761 894014 697877 585082 1642080 2748136 4009928 X 11799529 11282034 2725381 3470390 14524910 14752424 17273046 18762352 X 219287 8228 -1 X X 0 1 X 1 1 1 X 3224762 5860853 5535562 4193637 5329739 24144553 10295040 7522878 8131795 9736498 8996502 44682713 501143 351687 548507 638697 563436 2603470 14020945 13735418 14215864 14568832 14889677 71430736 0 623010 621312 781041 643501 882814 3551678 623010 621312 781041 643501 882814 3551678 67879058 567993 40620 15088 12547 316059 952307 46015 16693 20169 18484 28388 129749 614008 57313 35257 31031 344447 1082056 194380 194380 2649 1137768 1231797 232360 2604574 14829333 13795380 15388889 15831660 15466484 75311746 0.90130 0.89960 0.01440 0.01940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 460496 460496 4495779 2167855 2327924 629552 193241 436311 9253873 6830569 2423304 2405326 862564 1542762 7190797 RIGHT OF USE (CAPITALIZED LEASE) 1097179 1097179 LEASE LIABILITIES 1642080 1642080 X 15493474 8228 8228 15485246 1 1 15485247 15265960 0 15265960 0 15265960 PART X, LINE 2: DURING YEARS ENDED JULY 31, 2023, 2022 AND 2021, THE ROSE DID NOT INCUR ANY FEDERAL INCOME TAX LIABILITY AS A RESULT OF ANY UNRELATED BUSINESS INCOME. THE ROSE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING SHRIMP BOIL 180601 180601 25361 A TIME TO CARE LUNCHEON 332416 332416 46966 1 50419 50419 9274 563436 563436 81601 81601 481835 X 0 0 0 0 0 0 0 0 0 DOROTHY W GIBBONS CEO 174666 0 4360 0 0 0 14323 0 1267 0 194616 0 0 0 JESSICA DUCKWORTH COO 145383 0 1730 0 0 0 12055 0 1267 0 160435 0 0 0 PAMELA LYLE CFO 139409 0 3660 0 0 0 11365 0 1267 0 155701 0 0 0 X 25094 X CONSULTING SERVICES 0 27750 X LEGAL FEES 0 1688 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, AS DESIGNATED BY THE ROSE'S BOARD OF DIRECTORS, REVIEWS A DRAFT COPY OF FORM 990, AS PREPARED BY ITS CPA, IN CONJUNCTION WITH THE AUDITED FINANCIAL STATEMENTS AND OTHER RECORDS OF THE ROSE. THE FINANCE COMMITTEE DISCUSSES AND RESOLVES ANY QUESTIONS REGARDING THE DRAFT FORM 990 & 990T. A COPY OF THE FORM 990 AND 990T IS PROVIDED TO ALL BOARD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF THE ROSE'S FISCAL YEAR OR A BOARD MEMBER'S TERM OF OFFICE, EACH BOARD MEMBER AND OFFICER OF THE ROSE IS REQUIRED TO REVIEW THE ROSE'S WRITTEN POLICIES WITH REGARD TO "CONFLICT OF INTEREST AND REPORT TO THE ROSE'S BOARD AND THE ROSE'S MANAGEMENT ANY KNOWN OR POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ROSE'S CEO IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE, AS DESIGNATED BY THE ROSE'S BOARD OF DIRECTORS, ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE ON THE ROSE'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE ON THE ROSE'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 86,272. MANAGEMENT AND GENERAL EXPENSES 19,459. FUNDRAISING EXPENSES 3,162. TOTAL EXPENSES 108,893. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 788,946. MANAGEMENT AND GENERAL EXPENSES 152,599. FUNDRAISING EXPENSES 54,059. TOTAL EXPENSES 995,604. LAB SERVICES: PROGRAM SERVICE EXPENSES 161,243. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,243. SURGICAL SERVICE: PROGRAM SERVICE EXPENSES 66,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,300. PHYSICIAN PROVIDER SERVICES: PROGRAM SERVICE EXPENSES 2,094,398. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,094,398. FORM 990, PART XI, LINE 9: ROUNDING -1. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.