2024-08-12T13:21:58-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 061622668 CENTERING HEALTHCARE INSTITUTE INC CENT 8572847570 89 SOUTH STREET LL-02 BOSTON MA 02111 TAMMEA TYLER CHIEF EXECUTIVE OFFICER 8572847570 2024-08-08 1 0 DANIELLE NIHILL P01350943 7819821001 2024-08-05 2023 2024-08-08 14:25:15Z TAMMEA TYLER 89 SOUTH STREET LL-02 BOSTON MA 02111 6896992 0 X WWW.CENTERINGHEALTHCARE.ORG X 2001 CT IMPROVING HEALTH, TRANSFORMING CARE & DISRUPTING INEQUITABLE SYSTEMS THROUGH THE CENTERING GROUP MODEL 11 10 45 11 0 0 10879611 4614369 1186040 1559426 57794 270269 326560 252690 12450005 6696754 387786 4250 0 0 4825969 5136255 0 5951 538911 1464905 2172774 6678660 7319230 5771345 -622476 16274466 16605892 2147478 2969272 14126988 13636620 X CENTERING HEALTHCARE INSTITUTE, INC. (CHI) PROVIDES EXPERTISE, TRAINING AND MATERIALS TO CLINICAL PRACTICE SITES TO START AND SUSTAIN CENTERING GROUP CARE PRACTICE. CHI IS ON THE FRONT LINES OF TRANSFORMING BIRTH OUTCOMES AND FAMILY HEALTH IN THE UNITED STATES BY CHANGING THE PARADIGM OF HEALTH SERVICES FROM INDIVIDUAL VISITS TO A GROUP CARE MODEL THAT EFFECTIVELY ADDRESSES THE COMPLEX SOCIAL DETERMINANTS OF HEALTH. CENTERING, AN EVIDENCE-BASED MODEL OF GROUP MEDICAL VISITS, BRINGS PATIENTS OUT OF THE EXAM ROOM AND INTO A GROUP SETTING WHERE THEY LEARN FROM THEIR PROVIDERS AND EACH OTHER. IN EACH TWO HOUR VISIT, THERE IS AMPLE TIME FOR HEALTH ASSESSMENT, INTERACTIVE LEARNING AND COMMUNITY BUILDING. VISITS MEET NATIONALLY RECOGNIZED CLINICAL STANDARDS AND ARE FACILITATED BY A CREDENTIALED HEALTH PROVIDER. 0 0 5407166 4250 1806086 THE ORGANIZATION HAS DEVELOPED A FLEXIBLE IMPLEMENTATION SUPPORT AND TRAINING PLAN FOR CLINICAL PRACTICES DESIRING TO START OUR CENTERING MODEL OF GROUP CARE THAT INCLUDES: CONSULTING SUPPORT TO ESTABLISH SYSTEMS AND PROCESSES TO ENROLL PATIENTS, SCHEDULE AND MANAGE GROUP VISITS; TRAINING FOR CLINICAL STAFF TO FACILITATE CENTERING GROUPS TO HELP ENSURE OPTIMAL OUTCOMES FOR PATIENTS; TRAINING FOR BILLING AND CODING STAFF TO ENSURE FINANCIAL SUSTAINABILITY OF THE CENTERING PRACTICE; QUALITY ASSURANCE AND ACCREDITATION TO ENSURE THE ONGOING QUALITY, SUSTAINABILITY AND ADHERENCE TO THE EVIDENCE-BASED CENTERING CARE MODEL. IN 2023 AND 2022, CHI ENDED THE YEAR WITH APPROXIMATELY 473 CLIENT PRACTICE LOCATIONS INCLUDING 76 NEW PRACTICE LOCATIONS ADDED DURING THE YEAR; LAUNCHED 39 NEW IMPLEMENTATION SUPPORT PLANS; PROVIDED CONTINUING SUPPORT FOR 37 EXISTING PLANS THAT WERE STARTED IN 2021; TRAINED 638 CLINICAL STAFF IN FACILITATION TRAINING WORKSHOPS. IT IS ESTIMATED THAT CHI'S CLIENTS PROVIDED CARE TO APPROXIMATELY 40,000 BIRTHING PEOPLE AND PARENTS OF YOUNG CHILDREN. 5407166 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 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 0 0 0 0 1 24 0 1 45 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X SURENDRA POKHAREL 8572847570 89 SOUTH STREET BOSTON MA 02111 ANGELIQUE TRUESDALE CHIEF EXECUTIVE OFFICE UNTIL 6/2023 40.00 X X 177404 0 15382 SHARON RISING CNM MSN FOUNDER 5.00 X X 0 0 0 ANDREA DARBY-STEWART MD CHAIR 12.50 X X 0 0 0 ARIANNE GRAHAM VICE CHAIR 5.00 X X 0 0 0 EVA N BOYCE TREASURER 5.00 X X 0 0 0 PIIA HANSON DIRECTOR 1.00 X 0 0 0 CARMEN STRICKLAND MD MPH DIRECTOR 1.00 X 0 0 0 MARGARET LARKINS-PETTIGREW MD MED DIRECTOR 1.00 X 0 0 0 MICHELLE PROSER DIRECTOR 1.00 X 0 0 0 GERALYN TRUJILLO DIRECTOR 1.00 X 0 0 0 CRYSTA MEEKINS DIRECTOR 1.00 X 0 0 0 AMY FINE MPH DIRECTOR UNTIL OCT 2023 1.00 X 0 0 0 TAMMEA TYLER CHIEF EXECUTIVE OFFICER 40.00 X 104231 0 6826 JOHN CRAINE CHIEF FINANCIAL OFFICER UNTIL 6/2023 40.00 X 99477 0 10015 TAMARA WILCHER PITTS CHIEF DEVELOPMENT OFFICER 40.00 X 179729 0 26044 SHANNON MERRELL SENIOR DIRECTOR - DEVELOPMENT 40.00 X 172449 0 25270 MIA ROBINS SENIOR DIRECTOR - DEVELOPMENT 40.00 X 169461 0 15007 MARY FITZMAURICE REGIONAL DIRECTOR 40.00 X 139669 0 33976 MAHAK KALRA-MUKHERJEE FORMER COMMUNICATIONS DIRECTOR 40.00 X 134150 0 12567 JONATHAN HAYES SENIOR DIRECTOR-IT 40.00 X 133946 0 33830 1310516 0 178917 18 0 1 0 0 4614369 4614369 PROGRAM SERVICE REVENUE 541900 1559426 1559426 1559426 270269 270269 399515 200238 199277 199277 MISCELLANEOUS PROGRAM SERVICE REV 541990 47383 47383 OTHER REVENUE 541990 6030 6030 53413 6696754 1806086 0 276299 X 4250 4250 619110 93438 281455 244217 3587432 3022786 502862 61784 164876 135726 21156 7994 422428 338334 66599 17495 342409 256443 62289 23677 16781 12568 3053 1160 70631 70631 5951 5951 14891 14891 862062 662872 144328 54862 80726 60459 14685 5582 22021 15424 4781 1816 281379 211338 50750 19291 11199 8388 2037 774 149086 90820 24271 33995 104638 62602 16879 25157 49199 36847 8950 3402 24831 18597 4517 1717 STAFF APPRECIATION & DE 180163 134931 32774 12458 SUBSCRIPTIONS & OTHER F 155107 120583 25015 9509 HIRING & ONBOARDING 91699 68677 16681 6341 WORKSHOP EXPENSES 33356 33356 25005 18727 4549 1729 7319230 5407166 1373153 538911 1576369 329914 3586073 6022601 5545520 203847 58699 145506 120627 66794 29667 932133 890796 90536 41337 7152703 6034155 1016110 859900 16274466 16605892 444374 471199 1703104 2498073 2147478 2969272 X 7573613 6942244 6553375 6694376 14126988 13636620 16274466 16605892 -622476 132108 0 X 0 1 X 1 0 X 2146036 15147344 3108577 10879611 4614369 35895937 2021043 740946 1255387 1693725 1958941 7670042 4167079 15888290 4363964 12573336 6573310 43565979 0 1295560 9319634 1570215 9825601 2911321 24922331 1295560 9319634 1570215 9825601 2911321 24922331 18643648 11836 42467 61983 87521 270269 474076 11836 42467 61983 87521 270269 474076 63933 25482 41002 33263 53413 217093 4242848 15956239 4466949 12694120 6896992 44257148 0.42130 0.37460 0.01070 0.00520 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 63,933. 2020 AMOUNT: $ 25,482. 2021 AMOUNT: $ 41,002. 2022 AMOUNT: $ 33,263. 2023 AMOUNT: $ 53,413. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 932133 890796 41337 41337 BPB FIDELITY INVESTMENT OAC 2681297 C RAYMOND JAMES BDR 3352858 C 6034155 ERTC RECEIVABLE 859900 859900 6813971 132108 132108 6681863 14891 14891 6696754 7304339 0 7304339 14891 14891 7319230 X X X X 0 0 0 0 0 0 0 0 0 TAMARA WILCHER PITTS CHIEF DEVELOPMENT OFFICER 179729 0 0 0 0 0 10784 0 15260 0 205773 0 0 0 SHANNON MERRELL SENIOR DIRECTOR - DEVELOPMENT 172449 0 0 0 0 0 10407 0 14863 0 197719 0 0 0 ANGELIQUE TRUESDALE CHIEF EXECUTIVE OFFICE UNTIL 6/2023 177404 0 0 0 0 0 2596 0 12786 0 192786 0 0 0 MIA ROBINS SENIOR DIRECTOR - DEVELOPMENT 164461 0 5000 0 0 0 5084 0 9923 0 184468 0 0 0 MARY FITZMAURICE REGIONAL DIRECTOR 97746 0 41923 0 0 0 4194 0 29782 0 173645 0 0 0 JONATHAN HAYES SENIOR DIRECTOR-IT 133946 0 0 0 0 0 8037 0 25793 0 167776 0 0 0 PART I, LINE 3 THE PROCESS FOR REVIEW AND DETERMINATION OF COMPENSATION FOR THE CHIEF EXECUTIVE DIRECTOR WAS A PROCESS INITIATED BY THE BOARD OF DIRECTORS. IT INCLUDED REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF WHICH NONE HAD A CONFLICT OF INTEREST, REVIEW OF SALARIES FOR OTHER NON-PROFITS OF SIMILAR SIZE BOTH WITH REGARD TO BUDGET AND NUMBER OF STAFF. DOCUMENTATION IN THE MINUTES OF THE DISCUSSION AND FINAL DECISION BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A AT TIMES, THE BOARD MAY ELECT INDIVIDUALS TO SERVE ON A COMMITTEE. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD, SHALL HAVE AND MAY EXERCISE THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE COPORTATION. FORM 990, PART VI, SECTION B, LINE 11B AN INITIAL DRAFT OF THE 990 IS PREPARED BY CHI'S AUDITORS, THIS DRAFT 990 IS REVIEWED AND APPROVED BY CHI'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUESTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS KEPT ON FILE AND REVIEWED BY THE BOARD IF ANY CONFLICT IS INDICATED. IF A CONFLICT ARISES DURING THE YEAR, THE BOARD MEMBER SHALL IMMEDIATELY NOTIFY THE CHAIR OF THE BOARD, WHO WILL DETERMINE APPROPRIATE RESOLUTION. THE BOARD OF DIRECTIORS SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR REVIEW AND DETERMINATION OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OFFICER'S AND KEY EMPLOYEES WAS A PROCESS INITIATED BY THE BOARD OF DIRECTORS. IT INCLUDED REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF WHICH NONE HAD A CONFLICT OF INTEREST, REVIEW OF SALARIES FOR OTHER NON-PROFITS OF SIMILAR SIZE BOTH WITH REGARD TO BUDGET AND NUMBER OF STAFF. DOCUMENTATION IN THE MINUTES OF THE DISCUSSION AND FINAL DECISION BY THE EXECUTIVE COMMITTEE. THE LAST TIME THIS POROCESS OCCURRED WAS DURING 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING & OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 662,872. MANAGEMENT AND GENERAL EXPENSES 144,328. FUNDRAISING EXPENSES 54,862. TOTAL EXPENSES 862,062.