2024-10-31T14:44:52-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 412056863 BLUESTEM HEALTH BLUE 4024761640 1248 O STREET 400 LINCOLN NE 68508 BRAD MEYER CEO 4024761640 2024-10-31 1 0 KURT BENNION CPA P01469618 4252506100 2024-10-28 2023 2024-10-15 13:58:12Z X BRAD MEYER 1248 O STREET 400 LINCOLN NE 68508 28739987 0 X WWW.BLUESTEMLINCOLN.COM X 2002 NE TO BE A TRUSTED RESOURCE FOR EXCELLENT MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES. 9 9 267 15 0 0 6021434 8407015 17629849 20015478 36173 247143 21877 70351 23709333 28739987 0 19190 0 0 13398490 14068287 0 0 0 8342786 9025070 21741276 23112547 1968057 5627440 21288790 30623598 9486935 13194303 11801855 17429295 X TO BE A TRUSTED RESOURCE FOR EXCELLENT MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES. 0 0 14189613 0 13268693 MEDICAL SERVICES - BLUESTEM HEALTH PROVIDES PRIMARY AND PREVENTIVE HEALTHCARE SERVICES TO LOW-INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS IN THE COMMUNITY. SERVICES INCLUDE GENERAL MEDICAL CARE, IMMUNIZATIONS, PRENATAL CARE, PEDIATRIC CARE, AND CHRONIC DISEASE MANAGEMENT. 1275305 0 986243 DENTAL SERVICES - BLUESTEM HEALTH PROVIDES COMPREHENSIVE DENTAL CARE TO UNDERSERVED POPULATIONS, INCLUDING PREVENTIVE CARE, RESTORATIVE PROCEDURES, ORAL SURGERY, AND EMERGENCY DENTAL CARE. THE CENTER OFFERS SERVICES TO LOW-INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS, ENSURING ACCESS TO QUALITY DENTAL CARE REGARDLESS OF THEIR ABILITY TO PAY. 2578483 0 5760542 PHARMACY SERVICES - BLUESTEM HEALTH PARTICIPATES IN THE FEDERAL 340(B) PHARMACY PROGRAM PROVIDING AFFORDABLE PRESCRIPTION MEDICATIONS TO LOW-INCOME, UNINSURED, AND UNDERINSURED PATIENTS. SERVICES INCLUDE MEDICATION DISPENSING, PATIENT COUNSELING, MEDICATION THERAPY MANAGEMENT, AND ASSISTANCE ACCESSING PHARMACEUTICAL ASSISTANCE PROGRAMS TO ENSURE PATIENTS RECEIVE THE NEEDED MEDICATIONS. 239156 0 0 MENTAL HEALTH SERVICES - BLUESTEM HEALTH PROVIDES MENTAL AND BEHAVIORAL SERVICES, INCLUDING INDIVIDUAL AND GROUP THERAPY, PSYCHOLOGICAL EVALUATIONS, CRISIS INTERVENTION, AND SUBSTANCE ABUSE TREATMENT. 19190 19190 0 ANCILLARY SERVICES - BLUESTEM HEALTH PROVIDES VARIOUS ANCILLARY SERVICES, INCLUDING THE SLIDING FEE DISCOUNT PROGRAM, MEDICAID, SNAP, HEALTH INSURANCE MARKETPLACE APPLICATION ASSISTANCE, LABORATORY TESTING, DIAGNOSTIC IMAGING, AND NUTRITIONAL COUNSELING. THESE SERVICES ARE INTEGRAL TO THE CENTER'S HOLISTIC APPROACH TO PATIENT CARE, SUPPORTING ACCURATE DIAGNOSIS, EFFECTIVE TREATMENT, AND ONGOING HEALTH MANAGEMENT FOR ALL PATIENTS. 258346 19190 0 18301747 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 1 267 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JACQUE FANNING 4024705421 1248 O STREET SUITE 400 LINCOLN NE 68508 DR MICHAEL ISRAEL CMO 40.00 X 333232 0 43281 DR HEATHER KLEEMAN PHYSICIAN 40.00 X 290786 0 30315 DR ANDREW SHAHAN DEPUTY MEDICAL DIRECTOR 40.00 X 306502 0 8238 DR CHARLES KRESHEL PHYSICIAN 40.00 X 292838 0 11599 BRAD MEYER CEO 40.00 X 258473 0 10329 DR HORACIO ALVAREZ RAMIREZ PHYSICIAN 40.00 X 231941 0 19796 ANTHONY COX PHYSICIAN ASSISTANT 40.00 X 203660 0 8035 SHANE LUDWIG COO 40.00 X 175121 0 17341 JACQUE FANNING CFO 40.00 X 151284 0 16868 VINCENT PAUL RAMIREZ CHAIR (THROUGH OCTOBER 2023) 2.00 X X 0 0 0 ANDREW SCHILL VICE CHAIR 2.00 X X 0 0 0 BETSY TONNIGES SECRETARY (THROUGH JANUARY 2023) 2.00 X X 0 0 0 LUCY FLOREZ DIRECTOR & SECRETARY 2.00 X X 0 0 0 NIKI STEHLIK TREASURER (THROUGH JANUARY 2023) 2.00 X X 0 0 0 BETH WHITAKER DIRECTOR & TREASURER 2.00 X X 0 0 0 BOB BLEICHER DIRECTOR 1.00 X 0 0 0 DEREK BLUMENSTOCK DIRECTOR 1.00 X 0 0 0 ROMEO GUERRA DIRECTOR 1.00 X 0 0 0 KEVIN KARMAZIN DIRECTOR (THROUGH NOVEMBER 2023) 1.00 X 0 0 0 MICHELLE ROBERTS DIRECTOR 1.00 X 0 0 0 TYLER STRONG DIRECTOR 1.00 X 0 0 0 LECIA ANN VITOSH DIRECTOR 1.00 X 0 0 0 JANICE WALKER DIRECTOR (THROUGH AUGUST 2023) 1.00 X 0 0 0 DAVID WISCH DIRECTOR (THROUGH NOVEMBER 2023) 1.00 X 0 0 0 2243837 0 165802 23 0 1 0 PAUL DAVIS RESTORATION 3641 S 6TH STREET LINCOLN NE 68502 REMODELING SERVICES 428265 RPH INNOVATIONS LLC 1900 GLADES ROAD SUITE 350 BOCA RATON NY 33431 340(B) PROGRAM MANAGEMENT SERVICES 401097 ENGOODEN HEALTH 320 CONGRESS STREET THIRD FLOOR BOSTON MA 02210 CHRONIC CARE SERVICES 215532 CYRACOM INTERNATIONAL INC 2650 E ELVIRA ROAD SUITE 132 TUSCON AZ 85756 INTERPRETATION SERVICES 178488 CLEANING STARS LLC 7613 RUTLEDGE AVENUE LINCOLN NE 68504 CLEANING SERVICES 171610 8 3139218 5267797 843364 8407015 MEDICAID 621400 6376076 6376076 PHARMACY 621400 5760542 5760542 PATIENT FEES 621400 4178262 4178262 MEDICARE 621400 2207967 2207967 QUALITY INCENTIVES 621400 1492631 1492631 20015478 247143 247143 5088 0 5088 5088 5088 MISCELLANEOUS INCOME 900099 65263 65263 65263 28739987 20015478 0 317494 X 19190 19190 1005929 1005929 10618718 10247053 371665 322219 275809 46410 1333199 1070411 262788 788222 608707 179515 8470 8470 131008 131008 2418277 1705342 712935 162224 76180 86044 455856 172459 283397 1282046 602048 679998 5724 2688 3036 463456 383359 80097 80428 37769 42659 MEDICAL SUPPLIES 2060182 2031172 29010 OTHER EXPENSES 1053977 484768 569209 BAD DEBT EXPENSES 302686 302686 MAINTENANCE 260402 122285 138117 340334 159821 180513 23112547 18301747 4810800 0 4600 4600 6591736 12716141 723872 629472 2413299 1662740 727274 818007 325569 341518 7185346 3564335 3035274 3621011 194601 166809 7272565 10663300 21288790 30623598 2566036 2391846 6920899 10802457 9486935 13194303 X 11801855 17429295 11801855 17429295 21288790 30623598 5627440 0 X X 0 1 X 1 1 1 X 2792875 4272040 5535067 6021434 8407015 27028431 2792875 4272040 5535067 6021434 8407015 27028431 27028431 14580 10372 7480 40744 252231 325407 1404 1838 13057 17306 65263 98868 27452706 80683253 0.98450 0.99420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1674908 1004249 670659 1300746 325778 974968 3719370 2234308 1485062 490322 490322 3621011 ESTIMATED THIRD PARTY SETTLEMENTS 65000 RIGHT-OF-USE LEASE ASSETS 10598300 10663300 RIGHT-OF-USE LEASE LIABILITIES 10802457 10802457 X 28190158 0 28190158 549829 549829 28739987 22809861 0 22809861 302686 302686 23112547 PART X, LINE 2: THE HEALTH CENTER IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE HEALTH CENTER ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE HEALTH CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2023 AND 2022, THE HEALTH CENTER HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 247,143. BAD DEBT EXPENSE 302,686. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 302,686. 1 PART I, LINE 2: PRIOR TO GIVING A GRANT TO AN ORGANIZATION, BLUESTEM HEALTH CONFIRMS THAT THE RECIPIENT IS A QUALIFIED CHARITY OR GOVERNMENT AGENCY. ALL GRANTS ARE INTENDED AS GENERAL OPERATING SUPPORT, SO NO FOLLOW-UP IS CONDUCTED REGARDING THE SPECIFIC USE OF THE FUNDS. X X X 0 0 0 0 0 0 0 0 0 DR MICHAEL ISRAEL CMO 216714 0 116518 0 0 0 12837 0 30444 0 376513 0 0 0 DR HEATHER KLEEMAN PHYSICIAN 216886 0 73900 0 0 0 11306 0 19009 0 321101 0 0 0 DR ANDREW SHAHAN DEPUTY MEDICAL DIRECTOR 219856 0 86646 0 0 0 8238 0 0 0 314740 0 0 0 DR CHARLES KRESHEL PHYSICIAN 223058 0 69780 0 0 0 11599 0 0 0 304437 0 0 0 BRAD MEYER CEO 214861 0 43612 0 0 0 10329 0 0 0 268802 0 0 0 DR HORACIO ALVAREZ RAMIREZ PHYSICIAN 208212 0 23729 0 0 0 9011 0 10785 0 251737 0 0 0 ANTHONY COX PHYSICIAN ASSISTANT 129135 0 74525 0 0 0 8035 0 0 0 211695 0 0 0 SHANE LUDWIG COO 145706 0 29415 0 0 0 5763 0 11578 0 192462 0 0 0 JACQUE FANNING CFO 137731 0 13553 0 0 0 6000 0 10868 0 168152 0 0 0 X 11871 843364 INVOICE PRICE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART I, COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD. THE EXECUTIVE COMMITTEE HAS ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION AND MAY GENERALLY PERFORM SUCH DUTIES AND EXERCISE SUCH POWERS AS ARE DELEGATED BY THE BOARD. SUCH ACTIONS ARE REPORTED TO THE BOARD AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE ALSO ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND REPORTS TO THE FULL BOARD THE RESULTS OF THAT PERFORMANCE EVALUATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE CFO, THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY RESPONSIBLE PERSONS AND EACH RESPONSIBLE INDIVIDUAL MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY POSSIBLE CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED AT THE ANNUAL MEETING EACH YEAR. A RESPONSIBLE PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION MAY NOT VOTE ON THE TRANSACTION AND MAY NOT BE PRESENT IN THE ROOM WHEN A VOTE IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF BLUESTEM HEALTH SETS THE COMPENSATION FOR THE CEO AND OTHER EXECUTIVES. THE BOARD REGULARLY UTILIZES A COMPENSATION CONSULTANT OR NATIONAL SALARY SURVEYS TO OBTAIN COMPARABILITY DATA FOR EACH POSITION. DECISIONS FOR COMPENSATION ARE BASED ON A PERSON'S EXPERIENCE, SKILLS AND EDUCATION LEVEL. THE SALARIES ARE APPROVED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 BLUESTEM HEALTH MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAIALBLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,705,342. MANAGEMENT AND GENERAL EXPENSES 712,935. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,418,277. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS OF BLUESTEM HEALTH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.