2025-05-21T10:54:50-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-09-01 363591116 TPA NETWORK INCORPORATED TPAN 8003599272 5537 N BROADWAY CHICAGO IL 60640 TIMOTHY D DYER EXECUTIVE VP & CFO 8003599272 2025-05-06 1 1 SHELBY NETZ CPA P01405265 4147775500 2025-05-06 2023 2025-03-06 01:10:19Z TIMOTHY D DYER 1311 N 6TH STREET MILWAUKEE WI 53212 1574356 0 X WWW.VIVENTHEALTH.ORG X 1988 IL VISION: VIVENT HEALTH ENVISIONS A WORLD WITHOUT AIDS AND STRIVES TO ENXURE EVERYONE WITH HIV LIVES A LONG AND HEALTHLY LIFE.MISSION: TO BE A RELENTLESS CHAMPION FOR PEOPLE AFFECTED BY HIV AND DO ALL WE CAN TO HELP THEM THRIVE, BECAUSE WE BELIEVE EVERY PERSON HAS VALUE AND SHOULD BE TREATED WITH RESPECT. 20 20 39 30 301319 0 1797136 1183397 392220 374013 10471 66 -34013 -7910 2165814 1549566 3242 0 0 0 1828960 1583691 0 0 89635 1526668 2461007 3358870 4044698 -1193056 -2495132 5642227 8749253 5395845 10998003 246382 -2248750 X VISION: VIVENT HEALTH ENVISIONS A WORLD WITHOUT AIDS AND STRIVES TO ENXURE EVERYONE WITH HIV LIVES A LONG AND HEALTHLY LIFE.MISSION: TO BE A RELENTLESS CHAMPION FOR PEOPLE AFFECTED BY HIV AND DO ALL WE CAN TO HELP THEM THRIVE, BECAUSE WE BELIEVE EVERY PERSON HAS VALUE AND SHOULD BE TREATED WITH RESPECT. 0 0 1349657 SOCIAL SERVICES:IN FY 2024, TPAN SERVED SERVED 191 CLIENTS WITH 3,472 ENCOUNTERS. BY HELPING PATIENTS OVERCOME BARRIERS TO HEALTH CARE RELATED TO POVERTY, DISCRIMINATION, HOMELESSNESS, AND HUNGER, VIVENT HEALTH ALLOWS PATIENTS TO FOCUS ON SUCCESSFULLY ADHERING TO COMPLEX TREATMENT REGIMENS THAT AFFORD THEM THE BEST OPPORTUNITY FOR HEALTH. TPAN PARTNERS WITH OTHER ORGANIZATIONS TO AVOID UNNECESSARY DUPLICATION OF SERVICES. 856613 72694 CLINICAL SERVICES:IN FY 2024, TPAN CARED FOR 83 PATIENTS, ALL IN BEHAVIORAL HEALTH. TPAN PROVIDED 1,564 ENCOUNTERS. 97% OF TPAN PATIENTS RATE THEIR OVERALL EXPERIENCE AS GOOD OR VERY GOOD. TPAN BEHAVIORAL HEALTH CARE SERVICES INCLUDE MENTAL HEALTH SCREENINGS AND TREATMENT, NEUROPSYCHOLOGICAL TESTING, AND INDIVIDUAL AND GROUP COUNSELING AND WELLNESS PROGRAMS. 1066765 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 POSITIVELYAWARE.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. 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. 429838 PREVENTION SERVICES:IN ALL LOCATIONS, VIVENT HEALTH PROVIDES AGGRESSIVE, TARGETED EDUCATION, PREVENTION AND TESTING SERVICES. IN FY 2024, VIVENT HEALTH CONDUCTED 3.784 HIV TESTS, 3,628 HEPATITS C (HCV) TESTS, AND 25,099 STI TESTS. VIVENT HEALTH PROVIDED TENS OF THOUSANDS OF HIV PREVENTION CONTACTS UTILIZING HIV AND STI PREVENTION AND RISK REDUCTION COUNSELING FOR MEN WHO HAVE SEX WITH MEN, PEOPLE WHO INJECT DRUGS, AND OTHERS AT-RISK FOR HIV, HCV AND STI, INCLUDING THE DISTRIBUTION OF MORE THAN 800,000 CONDOMS, THROUGH PERSONAL INTERVENTIONS, THE INTERNET AND SOCIAL MEDIA; HIV/HCV/STI COUNSELING AND TESTING SERVICES; SYRINGE ACCESS SERVICES (MORE THAN 5.1 MILLION SYRINGES WERE DISTRIBUTED), HARM REDUCTION, NAVIGATION AND REFERRAL SERVICES; AND OVERDOSE PREVENTION EDUCATION (DISTRIBUTED 75,906 DOSES OF NALOXONE AND SAVED 2,104 PEER LIVES). 429838 3702873 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 28 0 1 39 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X X TIMOTHY D DYER 4142251542 1311 N 6TH STREET MILWAUKEE WI 53212 ARVAN CHAN BOARD CHAIR 1.00 5.00 X X 0 0 0 NOEL LANDUYT PHD MA BOARD VICE CHAIR 1.00 5.00 X X 0 0 0 AIMEE BECKER MD BOARD MEMBER 1.00 5.00 X 0 0 0 AISHA WHITE MD BOARD MEMBER 1.00 5.00 X 0 0 0 CLARENCE JENNINGS JR BOARD MEMBER (START 06/2024) 1.00 5.00 X 0 0 0 ERIC CONLEY BOARD MEMBER (THROUGH 03/2024) 1.00 5.00 X 0 0 0 EVE MOKOTOFF MPH BOARD MEMBER (START 06/2024) 1.00 5.00 X 0 0 0 FRED SSEWAMALA PHD BOARD MEMBER 1.00 5.00 X 0 0 0 GORDON MYERS BOARD MEMBER 1.00 5.00 X 0 0 0 HOBN BRIAN SIMS BOARD MEMBER (START 06/2024) 1.00 5.00 X 0 0 0 JAMES SUMERS BOARD MEMBER 1.00 5.00 X 0 0 0 JEANETTE KOWALIK PHD MPH MCHES BOARD MEMBER (THROUGH 12/2023) 1.00 5.00 X 0 0 0 JEROLD MCDONALD BOARD MEMBER (THROUGH 12/2023) 1.00 5.00 X 0 0 0 JOHN NYGREN BOARD MEMBER 1.00 5.00 X 0 0 0 KEVIN HAYNES BOARD MEMBER 1.00 5.00 X 0 0 0 MARCUS LEONARD BOARD MEMBER 1.00 5.00 X 0 0 0 MICHAEL MURPHY BOARD MEMBER 1.00 5.00 X 0 0 0 MIKE ROMANO BOARD MEMBER 1.00 5.00 X 0 0 0 POONNASA CORN BOARD MEMBER 1.00 5.00 X 0 0 0 ROBBIE HARRIFORD MD BOARD MEMBER 1.00 5.00 X 0 0 0 ROBERT GAROFALO MD BOARD MEMBER 1.00 5.00 X 0 0 0 RYAN COX BOARD MEMBER 1.00 5.00 X 0 0 0 SUSAN KOTARA MD BOARD MEMBER 1.00 5.00 X 0 0 0 BRANDON HILL CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 612822 128508 TIMOTHY D DYER EXECUTIVE VP & CFO 1.00 40.00 X 0 470359 92295 MARGARET LIDSTONE CHIEF DEVELOPMENT OFFICER 1.00 40.00 X 0 315905 49889 MICHAEL J GIFFORD FORMER CEO (THROUGH 10/2022) 0.00 0.00 X 0 291720 4333 0 1690806 275025 0 1 1 0 TRINORTH BUILDERS 2625 RESEARCH PARK DR FITCHBURG WI 53711 CONSTRUCTION SERVICES 2898685 BROADWAY 5533 LLC 1020 W LAWRENCE AVE CHICAGO IL 60640 RENT 239827 FRY COMMUNICATIONS INC 800 W CHURCH ROAD MECHANICSBURG PA 17055 PRINTING AND BINDING SERVICES 183158 WINDROSE VISION 10300 EATON PLACE SUITE 440 FAIRFAX VA 22030 EVALUATOR SERVICES 100368 4 44458 1064569 74370 1183397 ADVERTISING 541800 301319 301319 MEDICARE/MEDICAID PAYM 621399 72694 72694 374013 66 66 0 44458 24790 -24790 -24790 MISCELLANEOUS REVENUE 900099 16880 16880 16880 1549566 72694 301319 -7844 X 1193112 1145273 47839 41849 38890 2364 595 284076 261403 18022 4651 64654 98273 -33619 34663 34663 426297 420449 5773 75 11740 11740 816474 802221 5803 8450 100165 27737 1761 70667 424007 370645 53362 12584 9611 60 2913 6076 2684 2175 1217 MSA - FEES 373788 373788 PROGRAM MATERIALS 115704 115704 MISCELLANEOUS 89047 80 88967 LICENSE AND DUES 29004 2917 25020 1067 21458 21458 4044698 3702873 252190 89635 284257 564743 657795 657861 298419 428495 264458 116853 0 45087 2946604 0 0 2946604 4137298 3989610 5642227 8749253 130481 176101 5265364 10821902 5395845 10998003 X 246382 -2248750 246382 -2248750 5642227 8749253 -2495132 0 X X 0 1 X 1 1 1 X 2354077 2680637 3126357 1797136 1183397 11141604 2354077 2680637 3126357 1797136 1183397 11141604 2304972 8836632 5277 31036 103 10471 66 46953 441364 304919 8700 5427 16880 777290 11965847 239342 0.73850 0.74410 X PART II, COLUMN D: YEAR 2022 (COLUMN D) AMOUNTS RESPRESENT A SHORT YEAR PERIOD FROM 10/01/22 - 08/31/23. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2946604 2946604 2946604 SECURITY DEPOSIT 65000 OPERATING LEASE: RIGHT OF USE ASSET 3924610 3989610 DUE TO VIVENT HEALTH 6837713 OPERATING LEASE LIABILITY 3984189 10821902 X 1575388 1032 24790 25822 1549566 0 1549566 4070520 1032 24790 25822 4044698 0 4044698 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 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 24,790. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 24,790. DINING OUT FOR LIFE 29568 29568 7974 TPAN RIDE FOR LIFE 14890 14890 7213 9603 44458 44458 7213 17577 24790 -24790 1 1 0 0 0 0 1 0 0 BRANDON HILL CHIEF EXECUTIVE OFFICER 0 443422 0 169400 0 0 0 110848 0 17660 0 741330 0 0 TIMOTHY D DYER EXECUTIVE VP & CFO 0 329517 0 140842 0 0 0 66615 0 25680 0 562654 0 0 MARGARET LIDSTONE CHIEF DEVELOPMENT OFFICER 0 237324 0 78581 0 0 0 13251 0 36638 0 365794 0 0 MICHAEL J GIFFORD FORMER CEO (THROUGH 10/2022) 0 0 0 0 0 291720 0 0 0 4333 0 296053 0 0 PART I, LINE 3 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, LINES 4A-B SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. PRESIDENT AND CEO, BRANDON HILL, AND CHIEF FINANCIAL OFFICER, TIMOTHY DYER, PARTICIPATE IN A 457(F) PLAN SPONSORED BY VIVENT HEALTH. THERE WERE NO AMOUNTS PAID OUT DURING THE CALENDAR YEAR ENDING WITHIN THE TAXABLE YEAR. 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 1A THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE FULL BOARD BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO ELECT OR REMOVE DIRECTORS OR OFFICERS OF THE CORPORATION, INCLUDING THE PRESIDENT & CHIEF EXECUTIVE OFFICER, FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON ANY BOARD COMMITTEE, OR APPROVE ANY CORPORATE ACQUISITION OR MERGER. THE EXECUTIVE COMMITTEE SHALL OVERSEE THE ORGANIZATIONAL EXPANSION OF THE CORPORATION, INCLUDING THE IMPLEMENTATION AND EXECUTION OF MERGERS AND ACQUISITIONS. ANY ACTIONS TAKEN BY EXECUTIVE COMMITTEE SHALL BE RATIFIED BY THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO ACT AS THE AUDIT COMMITTEE. AS PART OF THAT ROLE, THE COMMITTEE CONDUCTS A DETAILED REVIEW OF THE 990 PRIOR TO ITS FILING. THE COMMITTEE PROVIDES A REPORT OF THE RESULTS OF THAT REVIEW ALONG WITH A COPY OF THE 990 TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, FINANCE, AUDIT AND RISK COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CURRENT WRITTEN CONFLICT OF INTEREST POLICY AND MAKES RECOMMENDATIONS FOR ANY NECESSARY CHANGE TO THE FULL BOARD OF DIRECTORS FOR ADOPTION. THE CORPORATE SECRETARY DISTRIBUTES AND COLLECTS THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE THEN REVIEWED BY EXECUTIVE MANAGEMENT FOR POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC IN TWO WAYS, ELECTRONICALLY THROUGH GUIDESTAR.ORG AND ON ITS OWN WEBSITE. THE EXECUTIVE VICE PRESIDENT & CFO MAINTAINS BOTH ELECTRONIC AND HARDCOPY FILES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITS, AND FORMS 990 AND 1023. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 185,586. MANAGEMENT AND GENERAL EXPENSES 4,688. FUNDRAISING EXPENSES 75. TOTAL EXPENSES 190,349. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 234,863. MANAGEMENT AND GENERAL EXPENSES 1,085. TOTAL EXPENSES 235,948. VIVENT HEALTH 1311 N 6TH STREET MILWAUKEE WI 53212 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 53212 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 53212 391963731 RAISING FUNDS FOR VH'S EXEMPT PURPOSE WI 501(C)(3) LINE 7 VIVENT HEALTH 0 AIDS SERVICES OF AUSTIN INC 104 E HIGHLAND MALL BLVD SUITE 100 AUSTIN TX 78765 742440845 EMPOWERING THOSE LIVING WITH HIV/AIDS IL 501(C)(3) LINE 7 VIVENT HEALTH 0 WELLNESS NETWORKS INC 3968 MT ELLIOTT ST DETROIT MI 48207 382464851 PROVIDE ACCESS TO INNOVATIVE SERVICES AND PROMOTING RESPECT AND ACCEPTANCE MI 501(C)(3) LINE 7 VIVENT HEALTH 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0