2024-07-02T15:22:34-05:00 2023-11-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-12-01 391908462 INFINITY HEALTH INFI 6414462383 302 NE 14TH STREET LEON IA 50144 KYLE AHLENSTORF CEO 6414462383 2024-06-27 1 KYLE AHLENSTORF 999009999 0 CHRIS MANDERFIELD P01238973 6305738600 2024-06-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KYLE AHLENSTORF 302 NE 14TH STREET LEON IA 50144 17412441 0 X WWW.WEAREINFINITYHEALTH.ORG X 1997 IA INFINITY HEALTH WILL MAKE HIGH QUALITY HEALTH CARE ACCESSIBLE TO EVERYONE IN OUR REGION. 11 11 195 14 0 0 4793434 5063178 10593007 12346903 1955 2360 300 0 15388696 17412441 0 0 0 0 11021344 11300289 0 0 0 4976709 6049853 15998053 17350142 -609357 62299 11236143 10505734 2210300 2328166 9025843 8177568 X INFINITY HEALTH PROVIDES ACCESSIBLE, HIGH-QUALITY HEALTH CARE TO EVERYONE IN OUR REGION. 0 0 3686310 3439431 INFINITY HEALTH (IH) WAS FUNDED AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) IN DECATUR COUNTY, IOWA, IN 2005. TODAY, IH MANAGES ELEVEN LOCATIONS, TWO OF WHICH PROVIDE PRIMARY AND PREVENTIVE HEALTH CARE SERVICES. THE REGION SERVED IS INCREDIBLY RURAL, AND ACCESSIBILITY CAN OFTEN PRESENT A BARRIER TO HEALTH CARE. THE COMMUNITIES SERVED ARE IN GREAT NEED OF THE ACCESSIBLE, AFFORDABLE PRIMARY AND PREVENTIVE HEALTH CARE, AND THE ORGANIZATION IS COMMITTED TO ENSURING THAT THE COMMUNITIES' NEEDS ARE MET. THE ORGANIZATION CURRENTLY SERVES APPROXIMATELY 10,000 UNIQUE PATIENTS, CONDUCTING APPROXIMATELY 52,000 PATIENT VISITS ANNUALLY (2023 UDS). OF THESE, APPROXIMATELY 17,400 VISITS ARE FOR MEDICAL SERVICES. THE ORGANIZATION CURRENTLY HAS 5.5 FTE MEDICAL. 3964227 3698735 INFINITY HEALTH (IH) IS THE ONLY FQHC IN THE STATE OF IOWA THAT HAS ALSO RECEIVED THE DESIGNATION OF BEING A COMMUNITY MENTAL HEALTH CENTER (CMHC). IH CURRENTLY PROVIDES MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES IN THE IOWA COUNTIES OF APPANOOSE, LUCAS, MONROE, WAYNE, RINGGOLD AND DECATUR. TELEMEDICINE SERVICES ARE PROVIDED IN EACH OF THE SEVEN LOCATIONS. THE ORGANIZATION CURRENTLY SERVES APPROXIMATELY 10,000 UNIQUE PATIENTS, CONDUCTING APPROXIMATELY 52,000 PATIENT VISITS ANNUALLY (2022 UDS). OF THESE, APPROXIMATELY 22,300 VISITS ARE FOR BEHAVIORAL HEALTH SERVICES AND 1,900 ARE FOR SUBSTANCE ABUSE SERVICES. THE ORGANIZATION CURRENTLY HAS 18.5 FTE BEHAVIORAL PROVIDERS AND 2 FTE SUBSTANCE ABUSE PROVIDERS. 1424030 1328659 INFINITY HEALTH PROVIDES ORAL HEALTH SERVICES IN THE LEON, OSCEOLA, AND MT AYR, IOWA FACILITIES. THE ORGANIZATION CURRENTLY SERVES APPROXIMATELY 10,000 UNIQUE PATIENTS, CONDUCTING APPROXIMATELY 52,000 PATIENT VISITS ANNUALLY (2023 UDS). OF THESE, APPROXIMATELY 6,700 VISITS ARE FOR DENTAL SERVICES. THE ORGANIZATION CURRENTLY HAS 4 FTE DENTAL PROVIDERS. 2043564 1906703 INFINITY HEALTH BEGAN PROVIDING PHARMACY SERVICES IN 2017. THE PHARMACY FILLS APPROXIMATELY 37,000 SCRIPTS YEARLY AND CURRENTLY HAS 3 PHARMACISTS. 1667294 1555632 INFINITY HEALTH OPENED A BEHAVIORAL HEALTH ACCESS CENTER IN DECEMBER 2019 WHICH PROVIDES CRISIS STABILIZATION SERVICES. THE SERVICES THAT ARE PROVIDED ARE OUT OF SCOPE OF THE HRSA GRANT. ACCESS CENTER SERVICES WERE ENDED 8/31/2023 447728 417743 INFINITY HEALTH (IH) IS ALSO LICENSED TO PROVIDE SUBSTANCE ABUSE SERVICES. IH CURRENTLY PROVIDES SUBSTANCE ABUSE SERVICES IN THE IOWA COUNTIES OF APPANOOSE, LUCAS, MONROE, MARION, WAYNE, CLARKE, AND DECATUR. THE ORGANIZATION CURRENTLY SERVES APPROXIMATELY 10,000 UNIQUE PATIENTS, CONDUCTING APPROXIMATELY 52,000 PATIENT VISITS ANNUALLY (2023 UDS). OF THESE, APPROXIMATELY 1,900 ARE FOR SUBSTANCE ABUSE SERVICES. THE ORGANIZATION CURRENTLY HAS 2 FTE SUBSTANCE ABUSE PROVIDERS. 4158586 3880078 13233153 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 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 52 0 195 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IA X THE ORGANIZATION 6414462383 302 NE 14TH STREET LEON IA 50144 SHIRLEY KESSEL VICE CHAIR 1.00 X X 0 0 0 MARVIN MCCANN BOARD CHAIR 1.00 X X 0 0 0 DIEN JUDGE LEFT 7252023 VICE CHAIR 1.00 X X 0 0 0 ALAN WILSON BOARD MEMBER 1.00 X 0 0 0 BILL MORAIN SECRETARY 1.00 X X 0 0 0 JODI HENSLEY LEFT 12423 BOARD TREASURER 1.00 X X 0 0 0 PAM BURLIN BOARD MEMBER 1.00 X 0 0 0 BRENDA FRY BOARD MEMBER 1.00 X 0 0 0 WILLIAM WEAVER BOARD MEMBER 1.00 X 0 0 0 TANYA COFFELT JOINED 22823 BOARD MEMBER 1.00 X 0 0 0 MARY FRISBEE JOINED 22823 BOARD TREASURER 1.00 X X 0 0 0 SAMANTHA CANNON CEO 40.00 X 153875 0 38355 MICHELLE LEONARD CFO 40.00 X 115983 0 24942 ANDREA MASTERS COO 40.00 X 99580 0 28418 JACOB HOPPER DENTIST 40.00 X 173048 0 40100 DR NATHAN ALLEN DO 40.00 X 251441 0 32990 ADAM DOSCH PHARMACY DIRECTOR 40.00 X 194639 0 16137 DANIELLE O'BRIEN-DAY BH DIRECTOR 40.00 X 148070 0 20473 JENNIFER SPOERL PSYCHIATRIC NURSE PRACTITIONER 40.00 X 168523 0 39303 1305159 0 240718 8 0 1 0 RESTORE 247 IOWA 3905 SE GRIMES BLVD STE C GRIMES IA 50111 WATER RESTORATION SERVICES 469384 1 4446903 616275 5063178 PATIENT REVENUE 621400 7962608 7962608 PHARMACY REVENUE 621400 3932590 3932590 OTHER REVENUE 621400 451705 451705 12346903 2360 2360 17412441 12346903 0 2360 461153 461153 8428091 5981647 2446444 254931 171545 83386 1466128 1230260 235868 689986 492957 197029 49366 49366 77656 77656 1137072 823029 314043 157038 157038 294477 120664 173813 813820 813820 221254 221254 113236 86810 26426 93482 93482 17516 13877 3639 731864 556676 175188 131219 131219 MEDICAL SUPPLIES, DRUGS 1658080 1658080 REPAIRS AND MAINTENANCE 287345 287345 DUES AND SUBSCRIPTIONS 106832 106832 RECRUITING AND TRAINING 72954 72954 86642 86642 17350142 13233153 4116989 0 497716 282389 1134376 1298198 222359 255495 1261620 955291 375799 441921 119980 180591 9703098 3909403 6522861 5793695 622652 712135 478780 586019 11236143 10505734 1290998 1236364 342497 408175 576805 683627 2210300 2328166 X 9023888 8177223 1955 345 9025843 8177568 11236143 10505734 X 62299 89482 -1000056 X 0 1 X 1 1 1 X 4261131 7120544 4529432 4793434 5063178 25767719 4261131 7120544 4529432 4793434 5063178 25767719 25767719 1773 6712 12731 2255 2360 25831 25793550 0.99900 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36016 36016 6672225 2518698 4153527 115800 64662 51138 2773072 1326043 1447029 105985 105985 5793695 IOWA HEALTH PLUS 712135 F 712135 DEPOSITS 324286 RIGHT-OF-USE ASSETS - OPERATING 111749 RIGHT-OF-USE-ASSETS - FINANCING 149984 586019 REFUNDABLE ADVANCE 412286 LEASE LIABILITY 271341 683627 X 17662478 89482 160555 250037 17412441 0 17412441 18510753 1160611 1160611 17350142 0 17350142 PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND NOT A PRIVATE FOUNDATION AS DESCRIBED IN SECTION 509(A) FOR FEDERAL PURPOSES. THE ORGANIZATION IS ALSO TAX-EXEMPT UNDER IOWA STATUTES FOR STATE PURPOSES. CONSEQUENTLY, THE ORGANIZATION RECORDS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. AS A RESULT OF THE APPLICATION OF THE STANDARD, THE ORGANIZATION HAS RECOGNIZED NO LIABILITY FOR UNRECOGNIZED TAX BENFITS. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET GAIN ON INSURANCE PROCEEDS PART XII, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS SCHEDULE D, PARTI VI, LINE 1E THE $105,985 OF OTHER ASSETS REPRESENTS CAPITAL WORK IN PROCESS NOT YET PLACED INTO SERVICE AS OF 11/30/23. X X X 0 0 0 0 0 0 0 0 0 DR NATHAN ALLEN DO 180137 0 68079 0 3225 0 9011 0 23979 0 284431 0 0 0 JACOB HOPPER DENTIST 127089 0 38633 0 7326 0 8333 0 31767 0 213148 0 0 0 ADAM DOSCH PHARMACY DIRECTOR 178741 0 6498 0 9400 0 8211 0 7926 0 210776 0 0 0 JENNIFER SPOERL PSYCHIATRIC NURSE PRACTITIONER 115270 0 45453 0 7800 0 7536 0 31767 0 207826 0 0 0 SAMANTHA CANNON CEO 153575 0 0 0 300 0 6588 0 31767 0 192230 0 0 0 DANIELLE O'BRIEN-DAY BH DIRECTOR 141762 0 200 0 6108 0 5395 0 15078 0 168543 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE ELECTED BY THE FULL BOARD OF DIRECTORS AND SHALL CONSIST OF THE CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, IMMEDIATE PAST CHAIRPERSON, AND ONE AT-LARGE MEMBER ELECTED BY THE BOARD. BETWEEN MEETING OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL, EXCEPT AS OTHERWISE PROVIDED BY LAW OR THE BYLAWS, HAVE THE POWER OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY ALSO MEET IN PLACE OF THE BOARD OF DIRECTORS IF DEEMED APPROPRIATE BY MAJORITY VOTE OF THE BOARD. THE COMMITTEE SHALL PROVIDE GENERAL OVERSIGHT AND SHALL PROVIDE ADVICE AND COUNSEL TO THE CHIEF EXECUTIVE OFFICER. THE COMMITTEE WILL REVIEW BYLAWS OF THE CORPORATION, AND SHALL MAKE RECOMMENDATIONS TO THE BOARD CONCERNING REVISIONS OR AMENDMENTS TO THE SAME. ACTIONS SHALL BE EXCERCISED BY A MAJORITY VOTE OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATIONS. PRIOR TO FILING, A DRAFT OF THE RETURN IS REVIEWED BY THE CEO. ONCE ANY UPDATES ARE MADE, A FINAL COPY IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENTS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY INQUIRES INTO POTENTIAL CONFLICTS OF INTEREST AMONG INTERESTED PERSONS AND BETWEEN INTERESTED PERSONS AND THE ORGANIZATION. CONFLICTS SHOULD BE DISCLOSED PRIOR TO SPECIFIC BOARD DISCUSSIONS THAT MAY BE SENSITIVE TO ALLEGATIONS OF CONFLICT. IF A CONFLICT EXISTS, THE INTERESTED PERSON WILL REFRAIN FROM VOTING ON OR MAKING DECISIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO SALARY IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THEY USE COMPARABLE DATA FROM SALARY WEBSITES AND THE SALARY AND WAGE SURVEY DONE BY OUR STATE PRIMARY CARE ASSOCIATION. HER REVIEW AND ANNUAL INCREASE IS BASED ON HER PERFORMANCE AND WORKPLACE QUESTIONAIRE THAT IS DONE ON AN ANNUAL BASIS. THE CEO REVIEWS AND DETERMINES THE OTHER OFFICERS AND KEY EMPLOYEES SALARY AND WAGES. THE SALARY AND WAGES ARE COMPARED TO SALARY AND WAGE SURVEY DONE BY OUR STATE PRIMARY CARE ASSOCIATION AND THE INCREASE IS FROM THEIR FORMAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: NET GAIN ON INSURANCE PROCEEDS 160,555. IMPAIRMENT OF LONG LIVED ASSET -1,160,611.