2024-07-15T19:27:33-05:00 2023-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-10-01 363591116 TPA NETWORK INCORPORATED TPAN 4142731991 5537 N BROADWAY CHICAGO IL 60640 TIMOTHY D DYER EXECUTIVE VP & CFO 4142731991 2024-07-15 1 TIMOTHY DYER 999009999 1 SHELBY NETZ CPA P01405265 4147775500 2024-07-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY D DYER 1311 N 6TH STREET MILWAUKEE WI 532030092 2205254 0 X WWW.TPAN.ORG X 1988 IL MISSION STATEMENT: SAVING LIVES AND EMPOWERING THOSE LIVING WITH HIV/AIDS AND RELATED CONDITIONS.VISION STATEMENT: PROVIDE LIFESAVING CARE AND FAR-REACHING EDUCATION TO PEOPLE AFFECTED BY HIV THAT IMPROVES THE QUALITY OF LIFE FOR EVERYONE WE TOUCH.VALUES: TPAN STRIVES FOR THOSE AFFECTED BY OR AT RISK FOR HIV/AIDS AND RELATED ILLNESSES TO:EMPOWER INDIVIDUALS TO NAVIGATE THEIR LIVES BY PROVIDING TOOLS, RESOURCES AND SUPPORT;ADAPT TO THE CHANGING NEEDS OF THE COMMUNITY;SUPPORT A SEX POSITIVE ENVIRONMENT BY AFFIRMING SEXUALITY AS AN INTEGRAL PART OF BEING HUMAN;INCLUDE EVERYONE BY EMBRACING DIFFERENCES AND CREATING COMMUNITY;EXCEL IN DELIVERING QUALITY PROGRAMS, ADVOCACY AND ENDING STIGMA;RESPECT OTHERS THROUGH HONEST, OPEN AND SUPPORTIVE COMMUNICATION. 9 9 48 155 325141 0 3126357 1797136 88600 392220 103 10471 394305 -34013 3609365 2165814 21676 3242 0 0 2231276 1828960 0 0 203030 1112281 1526668 3365233 3358870 244132 -1193056 1542970 5642227 103532 5395845 1439438 246382 X THE MISSION OF TPA NETWORK, INCORPORATED (TPAN) IS SAVING LIVES AND EMPOWERING PEOPLE AFFECTED BY HIV/AIDS AND RELATED CONDITIONS. TPAN PROVIDES LIFESAVING CARE AND FAR-REACHING EDUCATION TO PEOPLE AFFECTED BY HIV THAT IMPROVES THE QUALITY OF LIFE OF EVERYONE WE TOUCH. 0 0 558847 419 EDUCATION AND INFORMATION:PUBLISHED BY TPAN SINCE 1989, POSITIVE AWARE IS THE NATION'S LEADING NOT-FOR-PROFIT PUBLICATION SERVING THE HIV COMMUNITY. PUBLISHED BI-MONTHLY, PA'S MISSION IS TO BE THE MOST TRUSTED COMMUNITY RESOURCE FOR ACCURATE, UNBIASED, UP-TO-DATE TREATMENT INFORMATION AND RELATED NEWS FOR PEOPLE LIVING WITH HIV/AIDS AND THEIR ADVOCATES. IN ADDITION TO THE PRINT PUBLICATIONS, POSITIVE AWARE IS AVAILABLE AT POSITVELYAWARE.COM AND AS A DIGITAL EDITION. TEAM (TREATMENT EDUCATION ADHERENCE MANAGEMENT) IS A PEER-LED HIV TREATMENT EDUCATION PROGRAM THAT PROVIDES THE SUPPORTS NECESSARY TO STAY ADHERENT TO A MEDICAL PROGRAM OF CARE. THE TEAM CURRICULUM IS 10-HOURS, OFFERED OVER THE COURSE OF THREE DAYS.A DAY WITH HIV CAPTURES IN PICTURES OVER A SINGLE 24-HOUR PERIOD TO ILLUSTRATE THE POINT THAT WE ALL ARE AFFECTED BY HIV AND ITS STIGMA. EACH YEAR, ON A DAY IN SEPTEMBER, HUNDREDS OF PEOPLE ACROSS THE WORLD CAPTURE A MOMENT OF THEIR DAY AND SHARE THEIR STORY USING OUR HASHTAG #ADAYWITHHIV ON SOCIAL MEDIA. SELECT PHOTOS FROM THE CAMPAIGN ARE FEATURED IN THE NOVEMBER AND DECEMBER ISSUE OF POSITIVELY AWARE.THE TPAN RIDE FOR LIFE CHICAGO (THE RIDE) RAISES AWARENESS AND FUNDS TO HELP PROVIDE CARE AND SERVICES TO PEOPLE AFFECTED BY HIV. AS A ONE OR TWO-DAY, MULTI-STATE CYCLING AND FUNDRAISING EVENT, THE RIDE ENGAGES VOLUNTEERS AND ADVOCATES TO SHARE TPAN'S MISSION AND STORY IN THEIR OUTREACH AND SOLICITATION FOR SUPPORT.DINING OUT FOR LIFE CHICAGO IS TPAN'S EXCLUSIVELY-LICENSED EVENT PRODUCED IN CONCERT WITH INTERNATIONAL DINING OUT FOR LIFE. CHICAGO OPERATES WITH DOZENS OF DINING ESTABLISHMENTS AND INVITES VOLUNTEER AMBASSADORS, HOSTS, AND THOUSANDS OF DINING PATRONS ACROSS CHICAGO TO RAISE VISIBILITY AND FUNDS FOR TPAN'S HIV-FOCUSED CARE AND SERVICES. 1158395 2824 PREVENTION SERVICES AND MENTAL HEALTH:TPAN PROVIDED SERVICES AND PROGRAMS TO MORE 340 UNIQUE CLIENTS. OFFERINGS INCLUDE (1) MPOWER, A SAMHSA PROGRAM FOR BLACK MSM AGES 2545 AND BLACK WOMEN AGES 18-40 WHO HAVE SEX WITH MEN, THAT INCLUDES SHORT TERM COUNSELING, AN EVIDENCED BASED GROUP-LEVEL INTERVENTION, OUTREACH, HCV TESTING, HIV TESTING, AND PREP NAVIGATION. OF THE 23 CLIENTS WHO PARTICIPATED ACROSS 2 COHORTS, 16 GRADUATED FROM THE PROGRAM; (2) ROUGHLY 250 CLIENTS RECEIVED CASE MANAGEMENT (RETENTION, MEDICAL CM AND PEER NAVIGATION); (3) APPROXIMATELY 70 CLIENTS RECEIVED BEHAVIORAL HEALTH COUNSELING; (4) WITHIN PREVENTION SERVICES, TPAN CONDUCTED ROUGHLY 350 HIV TESTS AND 75 HCV TESTS; (5) THE TEA ROOM --- A DROP IN CENTER FOR LGBTQ+ YOUTH AND ALLIES --- PROVIDED FOOD, TRANSPORTATION CARDS, AND PROGRAMMING TO ABOUT 50 CLIENTS; (6) TPAN HOSTS A VARIETY OF COMPLIMENTARY COMMUNITY EVENTS AND WORKSHOPS DESIGNED TO KEEP OUR COMMUNITY WELL-INFORMED ON TOPICS CLOSELY ALIGNED WITH OUR MISSION. THESE INITIATIVES ARE AIMED AT EMPOWERING INDIVIDUALS TO MAKE INFORMED DECISIONS REGARDING THEIR HEALTH AND WELL-BEING. WORKSHOPS INCLUDED: FENTANYL AND NARCAN WORKSHOP, DOWN AND DIRTY FIRST AID, GHB 101, XYLAZINE 101, AND NOVEL TREATMENTS TO ADD TO YOUR THERAPY. 994836 67079 CLIENT ADVOCACY:CASE MANAGEMENT SERVICES ENCOURAGES CLIENTS TO COLLABORATE WITH THEIR CASE MANAGERS ON THE PROVISION OF SERVICE PLANS THAT ADDRESS THEIR HEALTH GOALS. CASE MANAGERS ASSIST WITH APPLYING FOR BENEFITS, ACCESSING EMERGENCY FUNDS, IDENTIFYING MEDICAL AND SOCIAL SERVICE NEEDS, AND FACILITATING APPROPRIATE REFERRALS.HOUSING NAVIGATION SERVICES, IN CONJUNCTION WITH THE AIDS FOUNDATION OF CHICAGO, HELPS INDIVIDUALS LIVING WITH HIV/AIDS TO FIND AND MAINTAIN SAFE, STABLE, AND AFFORDABLE RESIDENCY. OUR HOUSING SPECIALIST ASSISTS WITH HOUSING APPLICANTS AND RE-APPLICATIONS, AND WORKS WITH THEM TO CREATE GOAL-DRIVEN PLANS TO REMAIN HOUSED. RETENTION SERVICES RE-ENGAGE CLIENTS WHO HAVE FALLEN OUT OF CARE OR ARE NEWLY DIAGNOSED WITH APPROPRIATE PROGRAMS AND SERVICES, INCLUDING MEDICAL CARE.THE TEA ROOM, TPAN'S DROP-IN YOUTH CENTER, IS A SAFE SPACE OPEN TO YOUNG ADULTS TO CONGREGATE, GAIN ACCESS TO VITAL RESOURCES, AND BUILD A COMMUNITY WITH PEERS. 2712078 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 0 0 0 0 0 1 0 0 0 1 57 0 48 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X TIMOTHY D DYER 4142251542 1311 N 6TH STREET MILWAUKEE WI 532030092 MICHAEL MURPHY CHAIR TO BOARD MEMBER (03/2023) 1.00 5.00 X X 0 0 0 JAMES SUMERS V. CHAIR TO BOARD MEMBER (03/2023) 1.00 3.00 X X 0 0 0 ARVAN CHAN BOARD CHAIR (START 03/2023) 1.00 2.00 X X 0 0 0 NOEL LANDUYT PHD MA BOARD VICE CHAIR AND CHAIR OF DEVEL. COMM. 1.00 2.00 X X 0 0 0 MARCUS LEONARD TREASURER TO BOARD MEMBER (03/2023) 1.00 3.00 X X 0 0 0 SUE BROVEMAN SECRETARY (UNTIL 03/2023) 1.00 0.00 X X 0 0 0 PATRICK LANNON DIRECTOR (UNTIL 03/2023) 1.00 0.00 X 0 0 0 TANYA SORRELL DIRECTOR (UNTIL 03/2023) 1.00 0.00 X 0 0 0 WALTER GOMEZ DIRECTOR (UNTIL 03/2023) 1.00 0.00 X 0 0 0 XAVIER MENDEZ DIRECTOR (UNTIL 03/2023) 1.00 0.00 X 0 0 0 AIMEE BECKER MD BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 AISHA WHITE MD BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 DAN KAPLAN BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 ERIC CONLEY BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 FRED SSEWAMALA PHD BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 GORDON MYERS BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 JEANETTE KOWALIK PHD MPH MCHES BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 JEROLD MCDONALD BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 JOHN NYGREN BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 KEVIN HAYNES BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 MIKE ROMANO BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 POONNASA CORN BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 ROBBIE HARRIFORD MD BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 ROBERT GAROFALO MD BOARD MEMBER (START 03/2023) 1.00 3.00 X 0 0 0 RYAN COX BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 SUSSANN KOTARA MD BOARD MEMBER (START 03/2023) 1.00 2.00 X 0 0 0 KARA EASTMAN CEO (UNTIL 06/2023) 40.00 0.00 X 176715 0 22762 JULIE SUPPLE CHIEF PROGRAMS & IMPACT OFFICER 40.00 0.00 X 128464 0 20664 LONDON WOOLMAN CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 81574 0 11215 TIMOTHY D DYER EXECUTIVE VP & CFO (START 03/2023) 1.00 40.00 X 0 386263 128048 MARGARET LIDSTONE CHIEF DEV. OFFICER (START 03/2023) 1.00 40.00 X 0 269272 46936 BRANDON HILL CEO (START 03/2023) 1.00 40.00 X 0 163380 30203 386753 818915 259828 2 0 1 0 VIVENT HEALTH INC 1311 N 6TH STREET MILWAUKEE WI 532030092 MANAGEMENT SERVICES 376886 BROADWAY 5533 LLC 1020 W LAWRENCE AVE CHICAGO IL 60640 RENT 174014 WINDROSE VISION 10300 EATON PLACE SUITE 440 FAIRFAX VA 22030 EVALUATOR SERVICES 173713 FRY COMMUNICATIONS INC 800 W CHURCH ROAD MECHANICSBURG PA 17055 PRINTING AND BINDING SERVICES 157698 DIVVY LLC 6220 AMERICA CENTER DR STE 100 SAN JOSE CA 950022563 PAYMENT SERVICES 102450 5 35662 1156589 604885 1797136 ADVERTISING 541800 325141 325141 CLIENT ADVOCACY 624100 67079 67079 392220 10471 10471 0 35662 39440 -39440 -39440 MISCELLANEOUS REVENUE 900099 5427 5427 5427 2165814 67079 325141 -23542 X 3242 3242 441394 336753 69613 35028 1028183 784433 162156 81594 30479 21791 6944 1744 206872 147901 47135 11836 122032 87246 27804 6982 2089 2089 13500 13500 471380 424149 16689 30542 8484 8041 443 122617 120566 1749 302 137031 98575 31202 7254 297971 266252 21816 9903 13129 7353 2943 2833 2354 2111 243 4085 4085 6224 6224 MSA - FEES 376886 376886 PROGRAM MATERIALS 26171 21205 4209 757 MISCELLANEOUS 24613 1466 11249 11898 LICENSE AND DUES 20134 12149 6071 1914 3358870 2712078 443762 203030 652974 284257 394370 657795 185336 298419 199717 264458 44911 0 238349 238349 662 0 65000 4137298 1542970 5642227 41374 130481 62158 5265364 103532 5395845 X 1046441 246382 392997 0 1439438 246382 1542970 5642227 -1193056 0 X X 0 1 X 1 1 1 X 2876968 2354077 2680637 3126357 1797136 12835175 2876968 2354077 2680637 3126357 1797136 12835175 2469874 10365301 18458 5277 31036 103 10471 65345 269054 441364 304919 8700 5427 1029464 13929984 166648 0.74410 0.81970 X PART II, COLUMN E: YEAR 2022 (COLUMN E) AMOUNTS RESPRESENT A SHORT YEAR PERIOD FROM 10/01/22 - 08/31/23. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218378 218378 0 19971 19971 0 0 SECURITY DEPOSIT 65000 OPERATING LEASE: RIGHT OF USE ASSET 4072298 4137298 DUE TO VIVENT HEALTH 1186850 OPERATING LEASE LIABILITY 4078514 5265364 X 2205254 0 2205254 -39440 -39440 2165814 3398310 39440 39440 3358870 0 3358870 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -39,440. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 39,440. DINING OUT FOR LIFE 35662 35662 39440 35662 35662 39440 39440 -39440 X 0 1 0 0 0 0 1 0 0 TIMOTHY D DYER EXECUTIVE VP & CFO (START 03/2023) 0 282237 0 62600 0 41426 0 107964 0 20084 0 514311 0 31473 MARGARET LIDSTONE CHIEF DEV. OFFICER (START 03/2023) 0 241843 0 27429 0 0 0 13463 0 33473 0 316208 0 0 KARA EASTMAN CEO (UNTIL 06/2023) 176715 0 0 0 0 0 12317 0 10445 0 199477 0 0 0 BRANDON HILL CEO (START 03/2023) 0 157226 0 0 0 6154 0 24615 0 5588 0 193583 0 0 PART I, LINE 3 AS OF MARCH 1ST, 2023, ALL EMPLOYEES ARE PAID OUT OF VIVENT HEALTH ("VH") A RELATED ORGANIZATION. VIVENT HEALTH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B THE CHIEF FINANCIAL OFFICER, TIMOTHY DYER, AND PRESIDENT AND CEO, BRANDON HILL PARTICIPATE IN A 457(F) PLAN SPONSORED BY VIVENT HEALTH. THERE WERE NO AMOUNTS PAID OUT TO ANY PARTICIPANTS LISTED. PART I, LINE 6 ALL STAFF HAVE PAY FOR PERFORMANCE GOALS EACH YEAR, AND AS PART OF THOSE GOALS, SOME SENIOR STAFF HAVE A NET EARNINGS TARGET AS ONE OF THEIR GOALS. HOWEVER, COMPENSATION IS NOT CALCULATED BASED ON THE NET EARNINGS, BUT ON THE ACHIEVEMENT OF THE NET EARNINGS GOAL ITSELF. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE MARCH 1ST 2023, THE ORGANIZATION'S BYLAWS AND ARTICLES OF INCORPORATION WERE UPDATED TO REFLECT TPAN'S MERGER WITH VIVENT HEALTH, INC. THE FOLLOWING CHANGES WERE MADE: - THE SOLE MEMBER OF THE ORGANIZATION IS VIVENT HEALTH, INC. - THE BOARD OF DIRECTORS IS THE SAME AS THE VIVENT HEALTH, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE MARCH 1ST 2023, VIVENT HEALTH, INC. IS THE SOLE MEMBER OF TPAN. FORM 990, PART VI, SECTION A, LINE 7A EFFECTIVE MARCH 1ST 2023, VIVENT HEALTH, INC. AND TPAN SHARE THE SAME BOARD. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION ON PART VI LINE 7A DESCRIPTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. THE FORM 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTS. UPON APPROVAL, THE FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS SIGNS AN ANNUAL CONFLICT OF INTEREST FORM IN JANUARY OF EACH YEAR. NEW BOARD MEMBERS SIGN UPON THEIR JOINING AND THEN ON THE ANNUAL CYCLE. IN ADDITION, KEY EMPLOYEES SIGN AN ANNUAL CONFLICT OF INTEREST FORM AS WELL. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF OTHER CHIEF EXECUTIVE OFFICERS AT SIMILAR ORGANIZATIONS IS REVIEWED PRIOR TO THE BOARD CHAIRMAN'S RECOMMENDATION OF CHIEF EXECUTIVE OFFICER'S COMPENSATION TO THE EXECUTIVE COMMITTEE. CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE IS APPROVED AND DOCUMENTED BY THE EXECUTIVE COMMITTEE. EFFECTIVE MARCH 1ST, 2023, THE CEO AND OTHER OFFICERS ARE PAID OUT OF VIVENT HEALTH, INC. A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 214,168. MANAGEMENT AND GENERAL EXPENSES 651. FUNDRAISING EXPENSES 30,542. TOTAL EXPENSES 245,361. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 209,981. MANAGEMENT AND GENERAL EXPENSES 16,038. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,019. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE AUDIT SELECTION PROCESS FROM THE PRIOR YEAR. VIVENT HEALTH 1311 N 6TH STREET MILWAUKEE WI 532030092 391534049 HIV PREVENTION, CARE AND TREATMENT WI 501(C)(3) LINE 7 N/A 0 MILWAUKEE AIDS HOUSING CORPORATION 1311 N 6TH STREET MILWAUKEE WI 532030092 391779442 HOUSING FOR HIV POSITIVE INDIVIDUALS WI 501(C)(3) LINE 7 VIVENT HEALTH 0 ARCW ENDOWMENT FUND INC 1311 N 6TH STREET MILWAUKEE WI 532030092 391963731 RAISING FUNDS FOR VH'S EXEMPT PURPOSE WI 501(C)(3) LINE 7 VIVENT HEALTH 0 AIDS SERVICES OF AUSTIN INC PO BOX 4874 AUSTIN TX 78765 742440845 EMPOWERING THOSE LIVING WITH HIV/AIDS IL 501(C)(3) LINE 7 VIVENT HEALTH 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0