2024-02-12T09:37:25-06:00 2023-03-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-04-01 231858363 HAMILTON HEALTH CENTER INC HAMI 7172329971 110 SOUTH 17TH STREET HARRISBURG PA 17104 FRACKSON SAKALA CFO 7172329971 2024-02-07 1 FRACKSON SAKALA 999009999 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-02-07 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRACKSON SAKALA 110 SOUTH 17TH STREET HARRISBURG PA 17104 32933274 0 X WWW.HAMILTONHEALTHCENTER.COM X 1969 PA TO IMPROVE THE HEALTH OF CENTRAL PA RESIDENTS BY DELIVERING HIGH QUALITY HEALTH & SOCIAL SERVICES. 15 15 344 15 0 0 13931052 11259691 18456448 21399004 9969 44806 133514 196506 32530983 32900007 0 0 0 0 19705861 20220366 0 0 61679 8489086 9277736 28194947 29498102 4336036 3401905 16756964 20309645 7509933 7660709 9247031 12648936 X TO IMPROVE THE HEALTH OF CENTRAL PENNSYLVANIA'S RESIDENTS BY DELIVERING HIGH QUALITY, RESPECTFUL AND PATIENT-CENTERED HEALTH AND RELATED SOCIAL SERVICES THAT PROMOTE ACCESS, TREATMENT, EDUCATION, AND PREVENTION REGARDLESS OF HEALTH, ECONOMIC, OR INSURANCE STATUS. 0 0 21299101 0 21399004 HAMILTON HEALTH CENTER (HHC) PROVIDES MEDICAL, DENTAL, BEHAVIORAL HEALTH, VISION, AND SOCIAL SERVICES TO ADULTS AND CHILDREN RESIDING IN SOUTHCENTRAL PA. IN ADDITION TO PRIMARY CARE SERVICES, HAMILTON PROVIDES SPECIALTY CARE SERVICES INCLUDING: OBGYN, PODIATRY, HIV, SUBSTANCE ABUSE, AND RADIOLOGY AND LABORATORY SERVICES THROUGH PARTNERSHIPS WITH OTHER COMMUNITY PARTNERS.HAMILTON ACQUIRED AN OUTPATIENT PRIMARY CARE SITE FROM UPMC PINNACLE WHICH IS LOCATED IN MILLERSBURG, DAUPHIN COUNTY. THIS SITE, ALONG WITH THE NEWPORT, PERRY COUNTY SITE, WERE HAMILTON'S FIRST EXPANSIONS INTO THE RURAL AREAS OF SOUTHCENTRAL PA. WITH THESE TWO SITES, HAMILTON NOW HAS 6 HEALTH CENTER HRSA APPROVED LOCATIONS.HAMILTON CONTINUED TO INCREASE THE NUMBER OF PATIENTS SERVED AS WELL AS ITS TOTAL NUMBER OF PATIENT VISITS. ADDITIONALLY, HAMILTON CONTINUED TO EXPAND ITS COMMUNITY OUTREACH ACTIVITIES THROUGH ITS COMMUNITY HEALTH WORKERS FUNDED BY THE UNITED WAY OF THE CAPITAL REGION AND OUTREACH STAFF FUNDED AS PART OF ITS SOCIAL SERVICE PROGRAM.HAMILTON HEALTH CENTER BEGAN CONSTRUCTION FOR A NEW SITE IN STEELTON WHICH IS SET TO OPEN IN JULY OF 2024. DURING THE COURSE OF THE YEAR, HAMILTON SERVED A NUMBER OF PATIENTS AND MEMBERS OF THE COMMUNITY WITH ITS FOCUS ON ADMINISTERING BOTH COVID-19 TESTING AND VACCINATIONS. 21299101 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 105 0 344 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X FRACKSON SAKALA CFO 7172329971 110 SOUTH 17TH STREET HARRISBURG PA 17104 MICHAEL HARRIS CHAIR 1.00 0.20 X X 0 0 0 MELANIE VANDERAU VICE CHAIR 1.00 X X 0 0 0 WILLIAM PUGH TREASURER 1.00 X X 0 0 0 LINDA M CAMMACK SECRETARY 1.00 X X 0 0 0 LORRAINE CALIEN MEMBER 1.00 X 0 0 0 MAURICIO CONDE MEMBER 1.00 X 0 0 0 ANGELA CHEN MEMBER 1.00 X 0 0 0 RUTH GRANFORS MEMBER 1.00 X 0 0 0 ALLYSON O'NEAL MEMBER 1.00 X 0 0 0 REGINA KING MEMBER 1.00 X 0 0 0 KIM KURTZ MEMBER 1.00 X 0 0 0 QUENTIN KUSHNER MEMBER 1.00 X 0 0 0 SHANICE MARILUZ MEMBER 1.00 X 0 0 0 JONATHAN NUNEZ MEMBER 1.00 X 0 0 0 RICHARD H UTLEY MEMBER 1.00 0.20 X 0 0 0 BLAKE LYNCH MEMBER (UNTIL 10/22) 1.00 X 0 0 0 JUANITA CURTIS MEMBER (UNTIL 10/22) 1.00 X 0 0 0 REUBEN J PETTIFORD CHIEF EXECUTIVE OFFICER (AS OF 3/22) 40.00 1.00 X 259340 0 13197 ERIC BLUM CHIEF FINANCIAL OFFICER (UNTIL 9/22) 40.00 1.00 X 159094 0 12325 FRACKSON SAKALA CHIEF FINANCIAL OFFICER(AS OF 2/23) 40.00 1.00 X 0 0 0 JOHN LOGAN CHIEF OPERATING OFFICER 40.00 1.00 X 169958 0 13125 TERESE DELAPLAINE CHIEF COMPLIANCE OFFICER 40.00 X 155766 0 9491 JUDITH MCCREA CHIEF SOCIAL SERV. OFFICER(UNTIL 9/22) 40.00 X 115048 0 9961 DR HUBERT FOKA PHYSICIAN 40.00 X 340267 0 19916 DR POTACIA FRANCIS PHYSICIAN 40.00 X 279438 0 35392 DR ARTHUR WILLIAMS PHYSICIAN 40.00 X 301878 0 25940 DR IVONA DIAMOND PHYSICIAN 40.00 X 203212 0 15200 DR BOLANLE LIMANN PHYSICIAN/CHIEF MEDICAL OFFICER 40.00 X 329857 0 4596 JEANNINE D PETERSON FORMER CEO (UNTIL 3/22) 40.00 1.00 X 129827 0 3862 2443685 0 163005 29 1 1 0 VANGUARD CLEANING SERVICES 5006 E TRINDLE RD SUITE 100 MECHANICSBURG PA 17050 JANITORIAL/HOUSEKEEPING 323460 HORIZON EYE CARE GROUP 220 WILSON STREET CARLISLE PA 17013 VISION SERVICES 256788 STEEL WORKS CONSTRUCTION 430 N FRONT ST WORMLEYSBURG PA 17043 CONSTRUCTION SERVICES 250323 CYRACOM LLC PO BOX 74008083 CHICAGO IL 606748083 INTERPRETATION SERVICES 237854 4 349301 31250 10878580 560 11259691 PATIENT REVENUE 621110 13439590 13439590 PHARMACY REVENUE 621110 6416161 6416161 PREMIUM REVENUE 621110 1543253 1543253 21399004 44806 44806 38797 10422 28375 28375 28375 11330 31250 22845 -11515 -11515 VENDING, REBATES AND OTHER 900099 75621 75621 INSURANCE CLAIMS 900099 52448 52448 MEDICAL RECORDS FEES 900099 27299 27299 24278 24278 179646 32900007 21399004 0 241312 906211 715608 189062 1541 80212 80212 16035616 12970334 3035651 29631 212330 128102 84227 1 1683575 1015727 667844 4 1302422 578843 721061 2518 106807 106807 62180 62180 1250 1250 1368087 66627 1301163 297 92549 20712 70599 1238 208053 46560 158709 2784 86370 86370 494097 413371 80726 59311 13273 45244 794 437812 97978 333976 5858 213463 183995 29468 231320 201847 29473 159182 136896 22286 PHARMACY 3160319 3160319 MEDICAL SUPPLIES 1088618 939945 148673 REPAIRS & MAINTENANCE 974318 218043 743239 13036 RECRUITMENT EXPENSE 238038 238038 295962 66513 225472 3977 29498102 21299101 8137322 61679 777549 1536293 8512390 10026580 2774581 997973 1430689 1558640 119174 353918 171582 272676 6582732 1717949 2919086 4864783 0 646869 51913 51913 16756964 20309645 2283276 2303538 264158 429892 4962499 4563579 0 363700 7509933 7660709 X 9135610 12537515 111421 111421 9247031 12648936 16756964 20309645 3401905 0 X 0 1 X 1 1 1 X 6989552 7778413 12353781 13931052 11259691 52312489 6989552 7778413 12353781 13931052 11259691 52312489 52312489 445421 167950 64408 63320 83603 824702 35045 35045 97933 100569 96040 95397 179646 569585 53741821 95827484 0.97340 0.96480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MEDICAL RECORD FEES - 2018 AMOUNT: $ 51,396. 2019 AMOUNT: $ 25,301. 2020 AMOUNT: $ 21,908. 2021 AMOUNT: $ 19,938. 2022 AMOUNT: $ 27,299. INSURANCE PAYMENTS - 2018 AMOUNT: $ 21,761. CLASS ACTION LAWSUIT - 2018 AMOUNT: $ 10,360. MISCELLANEOUS - 2018 AMOUNT: $ 14,416. 2019 AMOUNT: $ 32,125. 2020 AMOUNT: $ 36,365. 2021 AMOUNT: $ 16,553. 2022 AMOUNT: $ 75,621. VISION RETAIL - 2019 AMOUNT: $ 7,730. 2020 AMOUNT: $ 27,333. 2021 AMOUNT: $ 48,805. 2022 AMOUNT: $ 24,278. EMR TRANSITION - 2019 AMOUNT: $ 35,413. INSURANCE CLAIMS - 2020 AMOUNT: $ 10,434. 2022 AMOUNT: $ 52,448. UNCLAIMED PROPERTY - 2021 AMOUNT: $ 10,101. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1250 1250 0 PART II-B, LINE 1: HHC PAYS DUES TO THE STATE COMMUNITY HEALTH CENTER ASSOCIATION. A PORTION OF THE DUES IS USED FOR LOBBYING PURPOSES BY THE ASSOCIATION. THE STATE ASSOCIATION USED 17.97% OF MEMBER DUES FOR LOBBYING PURPOSES FOR A TOTAL OF $1,250. 2913948 2913948 248900 17019 231881 1315021 449477 865544 1081181 984246 96935 1023682 267207 756475 4864783 OPERATING LEASE OBLIGATION 363700 363700 X 32933274 0 32933274 -33267 -33267 32900007 29531369 33267 33267 29498102 0 29498102 PART X, LINE 2: THE CENTER AND HHCCS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC) AND EXEMPT FROM FEDERAL INCOME TAXES ON THEIR EXEMPT INCOME UNDER SECTION 501(A) OF THE IRC. HHCIF IS A FOR-PROFIT LIMITED LIABILITY PARTNERSHIP; AS SUCH, HHCIF IS EXEMPT FROM INCOME TAX AND IS CONSIDERED A PASS-THROUGH ENTITY FOR TAX PURPOSES. ON SUCH BASIS, HHCIF WILL NOT INCUR ANY LIABILITY FOR INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -10,422. FUNDRAISING EXPENSES -22,845. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,422. FUNDRAISING EXPENSES 22,845. GOLF TOURNAMENT 42580 31250 11330 19496 3349 42580 31250 11330 19496 3349 22845 -11515 X X X 0 0 0 0 0 0 0 1 0 DR HUBERT FOKA PHYSICIAN 254263 0 86004 0 0 0 0 0 19916 0 360183 0 0 0 DR BOLANLE LIMANN PHYSICIAN/CHIEF MEDICAL OFFICER 284837 0 45020 0 0 0 4596 0 0 0 334453 0 0 0 DR ARTHUR WILLIAMS PHYSICIAN 223756 0 78122 0 0 0 9056 0 16884 0 327818 0 0 0 DR POTACIA FRANCIS PHYSICIAN 245262 0 34176 0 0 0 8098 0 27294 0 314830 0 0 0 REUBEN J PETTIFORD CHIEF EXECUTIVE OFFICER (AS OF 3/22) 210423 0 48917 0 0 0 0 0 13197 0 272537 0 0 0 DR IVONA DIAMOND PHYSICIAN 177477 0 25735 0 0 0 5725 0 9475 0 218412 0 0 0 JOHN LOGAN CHIEF OPERATING OFFICER 155992 0 13966 0 0 0 3277 0 9848 0 183083 0 0 0 ERIC BLUM CHIEF FINANCIAL OFFICER (UNTIL 9/22) 128376 0 30718 0 0 0 2239 0 10086 0 171419 0 0 0 TERESE DELAPLAINE CHIEF COMPLIANCE OFFICER 140783 0 14983 0 0 0 0 0 9491 0 165257 0 0 0 JEANNINE D PETERSON FORMER CEO (UNTIL 3/22) 57058 0 72769 0 0 0 1489 0 2373 0 133689 0 0 0 PART I, LINE 7 DURING THE FISCAL YEAR ENDED MARCH 31, 2023, HHC OFFERED AN INCENTIVE PLAN TO ITS EMPLOYED PROVIDERS. THE PLAN WAS BASED ON MEETING PRODUCTIVITY TARGETS. THE TARGETS WERE PRO-RATED TO CONTRACT FULL-TIME EMPLOYEES. PAYMENTS WERE BASED ON A SPECIFIED AMOUNT FOR EACH VISIT OVER THE GOAL. PAYMENTS WERE MADE QUARTERLY. KENDRA PETERSON DAUGHTER OF CEO 65345 KENDRA PETERSON, THE DAUGHTER OF THE FORMER CEO, IS AN EMPLOYEE OF THE ORGANIZATION. THE CEO DOES NOT DIRECTLY SUPERVISE KENDRA NOR DOES SHE PARTICIPATE IN DETERMINING KENDRA'S COMPENSATION. 0 AUNYAH FALLS GRANDDAUGHTER OF FORMER BOARD MEMBER 55833 AUNYAH FALLS, THE GRANDDAUGHTER OF A FORMER BOARD MEMBER, IS AN EMPLOYEE OF THE ORGANIZATION. THE FORMER BOARD MEMBER DOES NOT HAVE DISCRETION OVER AUNYAH'S COMPENSATION. 0 JOHN DELAPLAINE SON OF PRESIDENT AND CEO 56594 JOHN DELAPLAINE, THE SON OF THE CURRENT PRESIDENT AND CEO, IS AN EMPLOYEE OF THE ORGANIZATION. THE PRESIDENT/CEO DOES NOT DIRECTLY SUPERVISE JOHN NOR DOES SHE PARTICIPATE IN DETERMINING JOHN'S COMPENSATION. 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED ON APRIL 26, 2022. THE AMENDMENT INCLUDES CLARIFICATION ON THE AT LEAST 51% OF BOARD MEMBERS BEING PATIENTS AND BETTER DEFINING A PATIENT OF THE CENTER, AS WELL AS LANGUAGE TO EXCLUDE CONTRACTORS OF THE ORGANIZATION FROM BEING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL AND APPROVED BY MANAGEMENT AND THE FINANCE COMMITTEE. THE ENTIRE BOARD RECEIVES A COPY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE EMPLOYEE AND SUPERVISORY HANDBOOKS. ALL HEALTH CENTER DIRECTORS, EMPLOYEES, OR AGENTS ARE PROHIBITED FROM PARTICIPATING IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT SUPPORTED BY FEDERAL FUNDS IF A REAL OR APPARENT CONFLICT OF INTEREST IS PRESENT. SUCH A CONFLICT WOULD ARISE WHEN A HEALTH CENTER EMPLOYEE, BOARD MEMBER OR AGENT, OR ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY, HIS OR HER PARTNER, OR AN ORGANIZATION THAT EMPLOYS, OR IS ABOUT TO EMPLOY, ANY OF THE PARTIES INDICATED HEREIN HAS A FINANCIAL OR OTHER INTEREST IN THE FIRM SELECTED FOR AN AWARD. ALL HEALTH CENTER DIRECTORS SHALL COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. SUCH STATEMENTS SHALL BE REVIEWED BY THE CEO OF THE HEALTH CENTER. ANY POTENTIAL CONFLICT OF INTEREST INVOLVING A DIRECTOR SHALL BE PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND RESOLUTION THEN PRESENTED TO THE BOARD FOR FINAL DISPOSITION. DIRECTORS WITH ACTUAL OR PERCEIVED CONFLICTS OF INTEREST SHALL HAVE SUCH MATTERS DISCLOSED TO THE BOARD. WHEN ANY SUCH INTEREST BECOMES A MATTER OF BOARD ACTION, SUCH MEMBER SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND SHALL NOT BE COUNTED IN THE QUORUM FOR THE MEETING AT WHICH BOARD ACTION IS TO BE TAKEN ON THE INTEREST. THE DIRECTOR MAY, HOWEVER, BRIEFLY STATE A POSITION ON THE MATTER AND ANSWER PERTINENT QUESTIONS POSED BY BOARD MEMBERS. THE MINUTES OF ALL ACTIONS TAKEN ON SUCH MATTERS SHALL CLEARLY REFLECT THAT THESE REQUIREMENTS HAVE BEEN MET. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE CEO. THE COMMITTEE USED THE MARCH 2018-2019 NACHC SURVEY DATA TO ASSIST IN THEIR EVALUATION OF THE CEO'S THREE YEAR CONTRACT. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES AND PERSONNEL FILE. THE CEO DETERMINES THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES BASED ON ANNUAL EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HAMILTON HEALTH INVESTMENT FUND LP 110 SOUTH 17TH STREET HARRISBURG PA 17104 452536206 INVESTMENT FUND PA 0 0 HAMILTON HEALTH CENTER INC HAMILTON HEALTH CENTER COMMUNITY SERVICES INC 110 SOUTH 17TH STREET HARRISBURG PA 17104 452562422 ACQUISITION AND REHAB OF BUILDING IN HARRISBURG, RESPONSIBLE FOR FACILITY PA 501(C)(3) LINE 12A, I HAMILTON HEALTH CENTER 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0