2024-05-15T14:51:40-05:00 2023-06-30 420714325 RSM US LLP 30 S WACKER DRIVE STE 3300 CHICAGO IL 60606 990 2022-07-01 452394204 ALLIANCE FOR COMMUNITY RESEARCH ENGAGEMENT AND SUPPORT ALLI 3122740068 225 WEST ILLINOIS STREET 5TH FLOOR CHICAGO IL 60654 MARGARET S CASTROVILLARI CHIEF FINANCIAL OFFICER 3122740068 2024-05-14 1 MARGARET CASTROVILLARI 999009999 1 ARIEL GARCIA P02244437 3126343400 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET S CASTROVILLARI 225 WEST ILLINOIS STREET 5TH FLOOR CHICAGO IL 60654 211062 0 X WWW.ALLIANCECHICAGO.ORG X 2010 IL TO SUPPORT THE USE OF DATA AND HEALTH INFORMATION TECHNOLOGY TO IMPROVE HEALTH CARE DELIVERY. 9 8 0 0 0 0 0 0 15000 211062 0 0 0 0 15000 211062 0 0 0 0 0 311134 0 0 0 1346524 3101871 1346524 3413005 -1331524 -3201943 4235467 4375920 5824033 9166429 -1588566 -4790509 X TO SUPPORT THE USE OF DATA AND HEALTH INFORMATION TECHNOLOGY THROUGH RESEARCH AND TECHNICAL ASSISTANCE, EDUCATION, INNOVATION, AND EVALUATION IN ORDER TO IMPROVE HEALTH CARE DELIVERY IN SAFETY NET SETTINGS AND TO IMPROVE THE HEALTH STATUS OF UNDERSERVED COMMUNITIES. 1 0 3178019 0 211062 TO SUPPORT THE USE OF DATA AND HEALTH INFORMATION TECHNOLOGY THROUGH RESEARCH AND TECHNICAL ASSISTANCE, EDUCATION, INNOVATION, AND EVALUATION IN ORDER TO IMPROVE HEALTH CARE DELIVERY IN SAFETY-NET SETTINGS AND TO IMPROVE THE HEALTH STATUS OF UNDERSERVED COMMUNITIES. 3178019 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 IL X MARGARET S CASTROVILLARI 3122740068 225 WEST ILLINOIS STREET 5TH FLOOR CHICAGO IL 60654 X FRED D RACHMAN MD CO-CHIEF EXECUTIVE OFFICER 2.00 48.00 X X 0 261110 30873 ANDREW HAMILTON CHIEF INFORMATICS OFFICER 7.00 43.00 X 0 229254 20178 MARGARET CASTROVILLARI CO-CHIEF FINANCIAL OFFICER 2.00 48.00 X 0 221966 31507 NIVEDITA MOHANTY MD CHIEF RESEARCH OFFICER 2.00 48.00 X 0 226376 20162 ALEJANDRO ROMILLO CO-CHIEF EXECUTIVE OFFICER 2.00 0.00 X X 0 0 0 MAYLEE SANCHEZ CHIEF INFORMATION OFFICER 2.00 0.00 X 0 0 0 RICK FRIEDFIELD CO-CHIEF FINANCIAL OFFICER 2.00 0.00 X 0 0 0 MARGARITA OLLET CHIEF OPERATING OFFICER 2.00 0.00 X 0 0 0 MEREDITH MARSH QUALITY IMPROVEMENT OFFICER 2.00 0.00 X 0 0 0 BERNEICE MILLS-THOMAS BOARD CO-CHAIRPERSON (UNTIL 10/31/22) 1.00 2.00 X X 0 0 0 RICHARD TAAFFE BOARD CO-CHAIRPERSON 1.00 0.00 X X 0 0 0 MERRILL THOMAS TREASURER 1.00 0.00 X X 0 0 0 LEE FRANCIS MD BOARD MEMBER 1.00 2.00 X 0 0 0 DAVID MUNAR BOARD MEMBER 1.00 2.00 X 0 0 0 ED STELLON BOARD MEMBER 1.00 2.00 X 0 0 0 FRANK MAZZEO JR DDS BOARD MEMBER 1.00 0.00 X 0 0 0 ELODIE DORSO BOARD MEMBER 1.00 0.00 X 0 0 0 0 938706 102720 0 0 1 0 HEALTH CATALYST INC SUITE 300 10897 SOUTH RIVER FRONT SOUTH JORDAN UT 84095 DATA WAREHOUSE CONSULTING SERVICES 692423 1 PROFESSIONAL SERVICES 541900 211062 211062 211062 211062 211062 0 0 X 8109 8109 250394 250394 11023 11023 23651 23651 17957 17957 15388 15388 746741 746741 96 96 1315522 1314889 633 2632 2632 499 499 211643 211643 805255 805255 4095 4095 3413005 3178019 234986 0 64974 616284 39641 518 4130852 3730135 0 28983 4235467 4375920 1246338 3777091 4577695 5389338 5824033 9166429 X -1588566 -4790509 -1588566 -4790509 4235467 4375920 -3201943 0 X 0 1 X 1 0 X 772 0 0 0 0 772 772 772 772 772 240362 1.00000 1.00000 X 0 RELATED PARTY NOTES PAYABLE 5050000 RELATED PARTY INTEREST PAYABLE 339338 5389338 211062 0 211062 0 211062 3413005 0 3413005 0 3413005 0 0 0 0 0 0 0 0 0 FRED D RACHMAN MD CO-CHIEF EXECUTIVE OFFICER 0 261110 0 0 0 0 0 10424 0 20449 0 291983 0 0 ANDREW HAMILTON CHIEF INFORMATICS OFFICER 0 229254 0 0 0 0 0 9307 0 10871 0 249432 0 0 MARGARET CASTROVILLARI CO-CHIEF FINANCIAL OFFICER 0 221966 0 0 0 0 0 9200 0 22307 0 253473 0 0 NIVEDITA MOHANTY MD CHIEF RESEARCH OFFICER 0 226376 0 0 0 0 0 9200 0 10962 0 246538 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY A RELATED ORGANIZATION, ALLIANCECHICAGO. ALLIANCECHICAGO USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART III, LINE 2 THE ORGANIZATION GENERATES REVENUE BY PROVIDING SUBSCRIPTION SERVICES WHICH CONSISTS OF SUBSCRIPTION FEES FOR SUPPORT AND MAINTENANCE, ADMINISTRATION, AND ACCESS TO THE ALLIANCE 501(C)(3) SOFTWARE AS A SERVICE (SAAS) WHICH CONSISTS OF THE DATA WAREHOUSE DATABASE. A SUBSCRIPTION TO THE SAAS PLATFORM DOES NOT PROVIDE THE CUSTOMER WITH THE RIGHT TO TAKE POSSESSION OF THE SOFTWARE AT ANY TIME DURING THE CONTRACT. AS A RESULT, THE ORGANIZATION ACCOUNTS FOR ITS CUSTOMER ARRANGEMENTS AS SERVICE CONTRACTS. FORM 990, PART VI, SECTION A, LINE 2 ALLIANCE FOR COMMUNITY RESEARCH ENGAGEMENT AND SUPPORT (ACRES) IS THE CONTINUATION OF AN EXISTING EFFORT TO BRING TOGETHER CHARITABLE FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) TO COLLABORATIVELY PURSUE THEIR CHARITABLE MISSIONS BY BETTER SERVING THEIR DISADVANTAGED PATIENTS WITH IMPROVED HEALTH CARE, BETTER INFORMATION, COORDINATION, DIVISION OF LABOR, AND EFFICIENCY. BUILDING ON INITIAL RELATIONSHIPS IN SHARING HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE TO SUPPORT CARE DELIVERY THROUGH A LIMITED LIABILITY PARTNERSHIP, CHIEF EXECUTIVE OFFICERS OF FOUR CHICAGO BASED COMMUNITY HEALTH CENTERS CAME TOGETHER AS A FOUNDING BOARD TO ESTABLISH ACRES AS A NOT FOR PROFIT ENTITY TO LEVERAGE SHARED INFRASTRUCTURE TO CARRY OUT RESEARCH, COLLABORATIVE LEARNING AND EDUCATION AND INNOVATIONS IN USE OF TECHNOLOGY, DATA ANALYTICS, AND CARE DELIVERY. SUBSEQUENTLY, THE COLLABORATION EXPANDED TO INCLUDE HEALTH CENTERS WHO ARE PART OF A SIMILAR NETWORK-BASED IN SOUTHERN FLORIDA, HEALTH CHOICE NETWORK OF FLORIDA, INC. TOGETHER THE TWO NETWORKS ENGAGE MORE THAN 120 NOT-FOR-PROFIT HEALTH CENTERS OPERATING MORE THAN 800 DELIVERY SITES AND SERVING CLOSE TO 8 MILLION HIGHLY DIVERSE PATIENTS. THE CURRENT BOARD OF DIRECTORS OF ACRES HOLDS TOP LEADERSHIP POSITIONS IN TEN 501(C)(3) ORGANIZATIONS, INCLUDING EIGHT FQHCS, THROUGHOUT THE UNITED STATES. ALL OF THE PARTICIPATING ENTITIES HAVE A LONGSTANDING HISTORY OF COLLABORATION IN DEVELOPING CORE SERVICES THAT CAN BE MORE BROADLY SHARED TO SUPPORT NOT-FOR-PROFIT SAFETY NET HEALTH CARE ORGANIZATIONS SHARING SIMILAR VISIONS AND SERVICE MISSIONS. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDING MEMBERS ARE HEARTLAND ALLIANCE HEALTH; HOWARD BROWN HEALTH CENTER, ERIE FAMILY HEALTH CENTER; AND NEAR NORTH HEALTH SERVICES CORPORATION. IN 2019, THE CORPORATION AMENDED ITS BYLAWS TO ADMIT SIX NEW CORPORATE MEMBERS: ALLIANCECHICAGO, AN ILLINOIS NOT-FOR-PROFIT CORPORATION; HEALTH CHOICE NETWORK OF FLORIDA, INC. (HCN), A FLORIDA NOT-FOR-PROFIT CORPORATION; AND FOUR FEDERALLY QUALIFIED HEALTH CENTERS THROUGHOUT THE UNITED STATES: FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA; COMMUNITY HEALTH CENTERS OF PINELLAS; PROVIDENCE COMMUNITY HEALTH CENTERS; AND WEST HAWAII COMMUNITY HEALTH CENTER. FORM 990, PART VI, SECTION A, LINE 7A EXISTING MEMBERS OF THE CORPORATION MAY SELECT ADDITIONAL MEMBERS, BUT ANY MEMBER MUST BE A NOT-FOR-PROFIT CORPORATION THAT IS A CHARITABLE ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EACH MEMBER IS ENTITLED TO ONE VOTE AND THE ACT OF THE MAJORITY OF THE MEMBERS SHALL BE THE ACT OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B EXISTING MEMBERS OF THE CORPORATION MUST APPROVE AMENDMENT TO THE CORPORATION'S BY-LAWS, AMENDMENT TO THE CORPORATION'S ARTICLES OF INCORPORATION, AND ANY MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION. EACH MEMBER IS ENTITLED TO ONE VOTE AND THE ACT OF THE MAJORITY OF THE MEMBERS SHALL BE THE ACT OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE/REVIEW THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO THE ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NOT LESS THAN ANNUALLY, EACH DIRECTOR SHALL COMPLETE, SIGN AND RETURN TO THE CHAIR OF THE BOARD OR SUCH OTHER PARTY DESIGNED BY THE BOARD, A CONFLICT OF INTEREST DISCLOSURE FORM. SUBMISSION OF THE SIGNED CONFLICT OF INTEREST DISCLOSURE FORM CONSTITUTES THE DIRECTOR'S CERTIFICATION THAT HE OR SHE HAS REVIEWED AND COMPLIED WITH ALLIANCECHICAGO'S CONFLICT OF INTEREST POLICY, AND HAS DISCLOSED ANY BUSINESS, PHILANTHROPIC OR PERSONAL AFFILIATIONS BY HIM OR HER (INCLUDING, BUT NOT LIMITED TO EMPLOYMENT RELATIONSHIPS, MATERIAL FINANCIAL INTERESTS, MEMBERSHIP ON BOARDS OF DIRECTORS AND ADVISORY BOARDS). SUBMISSION OF THE DISCLOSURE FORMS OCCURS AT OR BEFORE THE ANNUAL MEETING OF THE BOARD OF DIRECTORS OF THE CORPORATION. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND ANY RECOMMENDATION OF CHANGES TO THE POLICY ARE COMMUNICATED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY A RELATED ORGANIZATION, ALLIANCECHICAGO. THE ALLIANCECHICAGO BOARD OF DIRECTORS IS ACCOUNTABLE FOR APPROVING THE CEO'S COMPENSATION PACKAGE, AS WELL AS THE COMPENSATION OF ALL OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION THROUGH ITS REVIEW AND APPROVAL RESPONSIBILITIES OF THE ORGANIZATION'S ANNUAL BUDGET AND MID-YEAR REFORECAST. THE ORGANIZATION UTILIZES PUBLICLY AVAILABLE SALARY GUIDES AND MARKET COMPENSATION INFORMATION TO EVALUATE SALARY RANGES BY POSITION ON A BI-ANNUAL BASIS DURING THE ANNUAL BUDGET AND MID-YEAR REFORECAST PROCESSES. THIS REVIEW PROCESS COMPARES DATA FOR SIMILAR JOB RESPONSIBILITIES AND TOTAL COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS AGAINST CURRENT COMPENSATION BY POSITION. FORM 990, PART VI, SECTION C, LINE 19 FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, IT IS THE PRACTICE OF THE ORGANIZATION TO POST ITS ANNUAL REPORT AND FORM 990 ON ITS WEBSITE AND TO MAKE ITS FINANCIAL STATEMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: COMPENSATION REPORTED FOR ALLIANCE FOR COMMUNITY RESEARCH ENGAGEMENT AND SUPPORT (ACRES) AND ITS RELATED ENTITY, ALLIANCECHICAGO, IS PAID AND REPORTED BY ALLIANCECHICAGO AS THE COMMON PAYMASTER. PAYROLL EXPENSES ARE SUBSEQUENTLY ALLOCATED TO EACH ENTITY BASED ON THE EMPLOYEE'S TIME DEVOTED TO THAT ENTITY. ACRES' FORM 990, PART VII AND SCHEDULE J REPORTS EACH APPLICABLE EMPLOYEE'S TOTAL W-2 COMPENSATION, HOWEVER, THE AMOUNTS REPORTED ON THE FORM 990, PART IX, FUNCTIONAL EXPENSE ARE REPRESENTATIVE OF ACRES' SHARE OF PAYROLL EXPENSES. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 746,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 746,741. ALLIANCECHICAGO 225 W ILLINOIS STREET 5TH FLOOR CHICAGO IL 60654 815434098 IMPROVE PERSONAL, COMMUNITY AND PUBLIC HEALTH IL 501(C)(3) LINE 7 ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES L3C 0 ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES L3C 225 W ILLINOIS STREET 5TH FLOOR CHICAGO IL 60654 364444309 HEALTH CENTER CONTROLLED NETWORK THAT PROVIDES TECHNICAL SUPPORT AND HOSTING IL N/A 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PART III, PRIMARY ACTIVITY CONTINUED: SERVICES FOR ELECTRONIC HEALTH RECORDS TO FEDERALLY QUALIFIED HEALTH CENTERS AND OTHER NOT FOR PROFIT HEALTH CARE ORGANIZATIONS.