2024-10-22T08:41:00-05:00 2023-12-31 363168081 SIKICH LLC 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2023-01-01 472070461 HOME CENTERED CARE INSTITUTE HOME 6302839200 1900 EAST GOLF ROAD 950 SCHAUMGURG IL 60173 JULIE SACKS PRESIDENT AND COO 6302839200 2024-10-15 1 0 JILL M BOYLE CPA P01246734 6305668400 2024-10-15 2023 2024-10-15 13:58:12Z JULIE SACKS 1900 EAST GOLF ROAD 950 SCHAUMGURG IL 60173 3341183 0 X WWW.HCCINSTITUTE.ORG X 2014 IL IMPROVE ACCESS/QUALITY TO PATIENTS/CAREGIVERS, AND TO REDUCE COSTS BY ADVANCING HOME CARE. 12 12 19 12 0 0 2305252 2465019 80131 103934 2930 22230 0 0 2388313 2591183 267873 371928 0 0 1469037 1675938 87380 126208 514925 1022808 1152757 2847098 3326831 -458785 -735648 3397710 2579668 562440 466879 2835270 2112789 X TO IMPROVE THE ACCESSIBILITY AND QUALITY OF CARE AVAILABLE TO MEDICALLY COMPLEX PATIENTS AND THEIR CAREGIVERS, AND TO REDUCE OVERALL HEALTH CARE COSTS BY ADVANCING THE PRACTICE OF HOME CENTERED CARE. 0 0 765155 371928 LOCAL PROGRAMS: LOCAL & STATEWIDE PROGRAMS (IL)HCCI PROVIDES LOCAL AND STATE-WIDE PRACTICE PROVIDERS WITH TRAINING, CURRICULUM AND ANALYTICS TOOLS TO IMPROVE THEIR KNOWLEDGE AND SKILLS IN THE FIELD OF HOME-BASED CARE TO EQUIP THEM TO SERVE MORE OF THE OLDER ADULTS WHO ARE HOMEBOUND, HOME-LIMITED OR LIVING WITH SERIOUS ILLNESS THAT CANNOT CURRENTLY ACCESS HOME-BASED PRIMARY CARE DUE TO WORKFORCE SHORTAGES. 688113 89091 DATA ANALYTICSRESEARCH: TO SOLIDIFY ITS PLACE AS A UNIQUE MODEL OF CARE, IT IS CRITICAL THAT HOME-BASED PRIMARY CARE (HBPC) BE BUILT ON EVIDENCE-BASED PRACTICES. HCCI IS CONTINUING TO GATHER INSIGHTS AND DEVELOP A GREATER UNDERSTANDING OF BEST CLINICAL AND OPERATIONAL PRACTICES. IN ADDITION, HCCI WORKS WITH ITS PARTNERS TO PROVIDE ONGOING RESEARCH TO DEMONSTRATE THE BENEFITS OF HBPC AND BEST WAYS TO IMPLEMENT AND EXPAND PRACTICES. 478455 2530 PRACTICE ENGAGEMENT AND IMPROVEMENT: ASSISTING PRACTICES WITH ONGOING DEVELOPMENT AND EXPANSION OF HOME-BASED PRIMARY CARE 364162 12313 EDUCATION AND TRAINING: HCCI IS AT THE FOREFRONT OF TRAINING PROFESSIONALS IN HOME-BASED PRIMARY CARE, DEVELOPING THE FIRST-EVER EDUCATION CURRICULUM THAT EXPLORES THE FULL SPECTRUM OF HOME-BASED PRIMARY CARE MEDICAL, SOCIAL, AND ECONOMIC. OUR PROGRAM, DESIGNED FOR CLINICIANS, PRACTICE MANAGERS AND OTHER PROFESSIONALS INTERESTED IN HOME-BASED PRIMARY CARE, CONSISTS OF CLASSROOM EDUCATION, MENTORSHIP, HANDS-ON FELLOWSHIP, AND ONLINE LEARNING OPPORTUNITIES. 364162 12313 2295885 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 IL X JULIE SACKS 6302839200 1900 EAST GOLF ROAD 950 SCHAUMGURG IL 60173 PETER WHINFREY VICE CHAIR 1.00 X X 0 0 0 RICHARD MAYBURY CHARIMAN OF THE BOARD 1.00 X X 0 0 0 THOMAS CORNWELL MD EXECUTIVE CHAIRMAN & SECRETARY 1.00 X X 0 0 0 RICHARD MARK TREASURER 1.00 X X 0 0 0 JAMES BRAMSEN CHAIRMAN EMERITUS 1.00 X 0 0 0 ANDREA REDMOND MEMBER 1.00 X 0 0 0 KERMIT CRAWFORD MEMBER 1.00 X 0 0 0 MARGHERITA LABSON MEMBER 1.00 X 0 0 0 REBECCA RAMSAY MEMBER 1.00 X 0 0 0 SIDNEE PECK MEMBER 1.00 X 0 0 0 CHRISTOPHER DODD MD MEMBER 1.00 X 0 0 0 DEBORAH GILLOTTI MEMBER 1.00 X 0 0 0 JULIE SACKS CEO/COO 50.00 X 278360 0 40658 MELISSA SINGLETON CHIEF PROGRAMS OFFICER 50.00 X 205254 0 18440 JAMES WARDA VP OF EXT. AFFAIRS & BUS DEV 40.00 X 157976 0 1680 DANA CROSBY SR. DIR ENAGE. & PRAC. DEV 40.00 X 153475 0 0 NENGLIANG YAO DIR. OF RESEARCH & ANALYTICS 40.00 X 187860 0 28961 982925 0 89739 5 0 1 0 EVOLVE GIVING GROUP 808 WESTWOOD LANE WILMETTE IL 60091 FUNDRAISING & BOARD DEVELOPMENT CONSULTI 126208 1 2465019 2465019 SUBSCRIPTION 611600 89091 89091 SEMINAR 611600 12313 12313 CONSULTING 611600 2530 2530 103934 22230 22230 750000 750000 0 0 2591183 103934 0 22230 X 371928 371928 542713 345128 125127 72458 910951 575026 217232 118693 29349 18578 6912 3859 93543 59212 22031 12300 99382 62908 23406 13068 126208 126208 377928 313165 64763 245655 148027 5560 92068 167324 125682 14378 27264 35821 24164 6532 5125 57833 25165 6941 25727 103433 69772 18862 14799 23457 15824 4277 3356 EXTERNAL CONSTITUENT TR 141306 141306 3326831 2295885 516021 514925 1943505 123656 21719 395691 254481 213049 44459 41608 698443 338920 449739 359523 656175 1437142 27632 8999 3397710 2579668 291714 466879 270726 0 562440 466879 X 1441668 685912 1393602 1426877 2835270 2112789 3397710 2579668 -735648 13167 0 X 0 1 X 1 0 X 3541481 1678324 2651969 2305252 2465019 12642045 3541481 1678324 2651969 2305252 2465019 12642045 9828906 2813139 22111 23064 11536 2648 22230 81589 4052 158 4210 12727844 184065 0.22100 0.20790 X THE HOME CENTERED CARE INSTITUTE ("HCCI") IS CURRENTLY NOT RECEIVING 33 1/3% OF ITS SUPPORT FROM THE "GENERAL PUBLIC" AS DEFINED IN TREASURY REG. SEC 1.170A-9(E)(6) OR FROM GOVERNMENTAL UNITS AS DEFINED IN TREASURY REG. SEC 1.170A-9(E)(8). HOWEVER, THE ORGANIZATION IS "PUBLICLY SUPPORTED" BASED ON THE FACTS AND CIRCUMSTANCES OUTLINED WITHIN TREASURY REG. SEC 1.170A-9(E)(3) AS DESCRIBED HEREIN.THE HOME CENTERED CARE INSTITUTE ("HCCI") WAS ESTABLISHED AS A LEGAL ENTITY IN 2014. THE ORGANIZATION INITIALLY HAD NO REVENUE, OPERATIONS OR STAFF UNTIL EARLY 2015. HCCI RECEIVED ITS APPROVAL FOR NON-PROFIT STATUS ON NOVEMBER 26, 2014. HCCI FILED ITS FIRST TAX RETURN WITH THE IRS FOR CALENDAR YEAR 2015. THE MISSION OF HOME CENTERED CARE INSTITUTE IS TO EXPAND THE CLINICAL PRACTICE AND AVAILABILITY OF HOME-BASED PRIMARY CARE ACROSS THE US THROUGH: EDUCATION, PUBLIC AWARENESS AND PUBLIC POLICY ADVOCACY. HOME-BASED PRIMARY CARE IS THE PRACTICE OF MEDICINE IN THE HOME FOR PATIENTS WITH THREE OR MORE CHRONIC ILLNESSES (THE MOST EXPENSIVE 5% OF PATIENTS IN THE US HEALTH CARE SYSTEM) AND WHO ARE TRADITIONALLY PROVIDED CARE THROUGH EMERGENCY ROOM CARE AND HOSPITALIZATIONS. WITH TREATMENT IN THE HOME BY A TEAM OF PROVIDERS, THE COST OF THE PATIENT'S CARE IS SIGNIFICANTLY REDUCED, THE PATIENTS LIVE LONGER AND ARE ABLE TO STAY AT HOME WHERE THEY PREFER TO RECEIVE CARE. THE PATIENTS ARE GENERALLY CONFINED TO THE HOME AND ARE OFTEN BEDBOUND.HCCI WAS FORTUNATE TO RECEIVE A SIGNIFICANT PLEDGE OF APPROXIMATELY $13M AS IT BEGAN OPERATIONS IN 2015 FROM A SINGLE ANGEL DONOR. FROM 2015 THROUGH 2016, THE ORGANIZATION WAS LED BY A PRESIDENT WHO RELIED ON THAT SEED FUNDING TO SUPPORT ITS OPERATIONS AND DID NOT FOCUS AT ALL ON FUNDRAISING. IN ADDITION, LEADERSHIP DEDICATED SIGNIFICANT RESOURCES TO THE DEVELOPMENT OF A TECHNOLOGY PLATFORM FOR PATIENT COMMUNICATIONS THAT ULTIMATELY DID NOT SUPPORT THE MISSION OF THE ORGANIZATION. WHEN PREVIOUS LEADERSHIP LEFT THE ORGANIZATION IN FY 2016, HCCI WAS NOT ON A PHILANTHROPIC PATH THAT WAS SUSTAINABLE FOR THE LONG TERM.AFTER THE PREVIOUS LEADER'S RESIGNATION, THE BOARD AND REMAINING MANAGEMENT UNDERTOOK LONG-TERM, IN-DEPTH STRATEGIC PLANNING. FROM 2016 THROUGH 2019, HCCI FOCUSED INTENSELY ON BUILDING THE INFRASTRUCTURE REQUIRED TO PROVIDE EDUCATIONAL CURRICULUM TO HOME-BASED PRIMARY CARE PRACTITIONERS; INCLUDING DEVELOPING A WEBSITE, STANDING UP ITS LEARNING MANAGEMENT SYSTEM, DESIGNING ITS FOUNDATIONAL EDUCATION CURRICULUM, RECRUITING AND EDUCATING TRAINERS, AND ESTABLISHING TRAINING CENTERS AT LEADING ACADEMIC MEDICAL CENTERS ACROSS THE US. IT WAS NOT UNTIL FY 2019 THAT HCCI WAS AT A POINT WHERE IT WAS DELIVERING MEANINGFUL EDUCATION. IT WAS ALSO NOT UNTIL 2019 - 2020 THAT HCCI HAD DEVELOPED A LONG-TERM STRATEGY, INFRASTRUCTURE AND NATIONAL REPUTATION ESTABLISHED SUFFICIENTLY ENOUGH THAT A PHILANTHROPIC DEVELOPMENT TEAM WAS ESTABLISHED AND ABLE TO FOCUS ATTENTION ON WRITING GRANTS AND EXPANDING THE ORGANIZATION'S DONOR BASE TO SUPPORT THE ORGANIZATION'S MISSION.THE IRS GUIDELINES PROVIDE NON-PROFIT ORGANIZATIONS WITH FIVE YEARS IN WHICH TO ORGANIZE THEIR OPERATIONS SUFFICIENTLY IN FUNDRAISING/PHILANTHROPIC DEVELOPMENT TO ENSURE THEY CAN MEET THE MINIMUM THRESHOLD FOR PUBLIC SUPPORT. UNFORTUNATELY, DUE TO THE RESET THAT HCCI WENT THROUGH IN FY 2016 - 2017, HCCI LOST ALMOST TWO (2) FULL YEARS IN ITS PROGRESS TOWARD DIVERSIFYING ITS CONTRIBUTED REVENUE. IT HAS NEVER BEEN THE INTENT OF HCCI; NOR ITS ANGEL DONOR, THAT THE ANGEL DONOR WOULD CONTINUE TO SUPPORT THE ENTITY FOR THE LONG TERM. THE INTENT WAS THAT THE ANGEL DONOR WOULD PROVIDE THE FUNDS FOR THE INITIAL FEW YEARS WHILE THE INFRASTRUCTURE WAS BUILT AND THAT, SUBSEQUENTLY, REVENUE FROM EDUCATION AS WELL AS FOUNDATIONS AND INDIVIDUAL DONORS WOULD PROVIDE A STEADY STREAM OF CONTRIBUTIONS TO SUPPORT HCCI FOR THE LONG TERM. HCCI IS ASKING THE IRS TO TAKE THE RE-START OF THE ORGANIZATION INTO CONSIDERATION WHEN EVALUATING HCCI'S FACTS AND CIRCUMSTANCES.HCCI HIRED A DIRECTOR OF DEVELOPMENT WHO JOINED THE ORGANIZATION ONE YEAR AGO. SINCE THAT TIME, HCCI HAS ADDED TWO NEW PHILANTHROPIC REVENUE STREAMS: 1) CORPORATE SPONSORSHIP AND 2) SMALL DONOR EVENTS. THESE, IN ADDITION TO A MORE THAN 200% INCREASE IN THE NUMBER OF FOUNDATION GRANTS HCCI IS PURSUING THIS YEAR AND NEXT, WE EXPECT THE PUBLIC CHARITY PERCENTAGE TO REACH THE REQUIRED LEVEL OF 33 1/3% 2-3 YEARS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 4,052. 2020 AMOUNT: $ 158. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 698443 338920 359523 359523 X 2604350 13167 13167 2591183 0 2591183 3326831 0 3326831 0 3326831 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT HCCI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE. HCCI IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. HCCI EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2023, 2022 OR 2021. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. HCCI FILES VARIOUS FEDERAL OR STATE TAX RETURNS. HCCI IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. X X X X X 1 EVOLVE GIVING GROUP 808 WESTWOOD LANE WILMETTE IL 60091 FUNDRAISING PLAN AND BOARD DEVELOPMENT 0 0 126208 -126208 126208 -126208 IL 1 RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON ST SUITE 300 CHICAGO IL 60612 363820916 501 (C) (3) 371928 0 HOME BASED PRIMARY CARE 1 PART I, LINE 2: ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS: THE MANAGEMENT TEAM CONDUCTS FIELD VISITS IN ADDITION TO REQUIRING FINANCIAL AND PROGRAMMATIC REPORTS FROM GRANTEES ON AN ONGOING BASIS. X X X 0 0 0 0 0 0 0 0 0 JULIE SACKS CEO/COO 226360 0 52000 0 0 0 40658 0 0 0 319018 0 0 0 MELISSA SINGLETON CHIEF PROGRAMS OFFICER 188514 0 16740 0 0 0 18440 0 0 0 223694 0 0 0 NENGLIANG YAO DIR. OF RESEARCH & ANALYTICS 150360 0 37500 0 0 0 28961 0 0 0 216821 0 0 0 JAMES WARDA VP OF EXT. AFFAIRS & BUS DEV 156476 0 1500 0 0 0 1680 0 0 0 159656 0 0 0 DANA CROSBY SR. DIR ENAGE. & PRAC. DEV 153475 0 0 0 0 0 0 0 0 0 153475 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PREPARED BY HCCI'S EXTERNAL TAX PREPARER REVIEWED BY HCCI'S COO, CEO AND ACCOUNTING STAFF, AND CIRCULATED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD MEETING OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. CONFLICTS ARE REVIEWED AT THE BOARD LEVEL. PER THE POLICY, ANY OFFICER OR BOARD MEMBER THAT HAS A CONFLICTS RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF HCCI DETERMINES THE COMPENSATION FOR THE CEO. COMPENSATION OF THE COO WAS DETERMINED BY REVIEW OF THE CEO AND CERTAIN MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 313,165. MANAGEMENT AND GENERAL EXPENSES 64,763. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377,928.