2025-11-07T10:32:43-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-01-01 310822524 THE HEALTHCARE CONNECTION INC HEAL 5134833076 1401 STEFFEN AVENUE CINCINNATI OH 45215 JOLENE JOSEPH CEO 5134833076 2025-11-06 1 1 DIANN STRETTEN P01983935 4197942000 2025-10-20 2024 2025-03-06 01:10:19Z JOLENE JOSEPH 1401 STEFFEN AVENUE CINCINNATI OH 45215 16683631 0 X WWW.HEALTHCARE-CONNECTION.ORG X 1970 OH FEDERALLY QUALIFIED HEALTH CENTER THAT PROVIDES PRIMARY HEALTHCARE SERVICES TO THE MEDICALLY INDIGENT POPULATION OF HAMILTON COUNTY, OHIO. 17 17 176 25 0 0 4577755 3008582 7637238 13639617 2765 35432 -225 0 12217533 16683631 0 0 0 0 8646545 8572341 0 0 44155 4967559 7347770 13614104 15920111 -1396571 763520 10684092 11380552 3665241 3596801 7018851 7783751 TO PROVIDE QUALITY, CULTURALLY SENSITIVE AND ACCESSIBLE PRIMARY HEALTH CARE SERVICES FOCUSING ON THE MEDICALLY UNDERSERVED, UNDERINSURED, AND UNINSURED RESIDING IN NORTHERN HAMILTON COUNTY AND SURROUNDING AREAS. 0 0 11920535 0 13639617 THE ORGANIZATION PROVIDES PRIMARY MEDICAL, DENTAL AND INTEGRATED BEHAVIORAL HEALTH SERVICES TO THE MEDICAL INDIGENT POPULATION IN HAMILTON COUNTY, OHIO. 11920535 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 6 0 1 176 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE HEALTHCARE CONNECTION INC 5135544100 1401 STEFFEN AVENUE CINCINNATI OH 45215 KEVIN D O'CONNELL CHAIR 1.00 X X 0 0 0 AMANDA CHANGET SECRETARY 1.00 X X 0 0 0 CHARLOTTEE POWELL SECRETARY (SERVED UNTIL 01/2024) 1.00 X X 0 0 0 MALICK BA TRUSTEE 1.00 X 0 0 0 NANETTE BENTLEY TRUSTEE 1.00 X 0 0 0 LINDA CHILDS-JETER TRUSTEE 1.00 X 0 0 0 JAMES T COWAN TRUSTEE 1.00 X 0 0 0 ADAM CURRY TRUSTEE 1.00 X 0 0 0 ELISA DE LEON FARIAS TRUSTEE 1.00 X 0 0 0 DENISE J HAYES TRUSTEE 1.00 X 0 0 0 SOLIMAR JIMENEZ TRUSTEE 1.00 X 0 0 0 LAVERNE MITCHELL TRUSTEE 1.00 X 0 0 0 IRIS MONTGOMERY TRUSTEE 1.00 X 0 0 0 DENISE PITTS TRUSTEE 1.00 X 0 0 0 JAGDEEP SANGHA TRUSTEE 1.00 X 0 0 0 LISA SLOANE TRUSTEE (SERVED UNTIL 07/2024) 1.00 X 0 0 0 SHARONDA WILSON TRUSTEE 1.00 X 0 0 0 BARBARA WINTER TRUSTEE 1.00 X 0 0 0 TAMARAH WYNN TRUSTEE 1.00 X 0 0 0 LYNDA RIDDLE CDO 32.00 X 162588 0 0 JOLENE JOSEPH CEO 45.00 X 188551 0 11963 MATTHEW BAUER CMO 40.00 X 245765 0 21428 ANGELA HARTMAN COO 40.00 X 115655 0 27392 BARBARA BAILEY COO 37.00 X 128945 0 11113 RACHEL LITTLE CFO (BEGAN 09/2024) 40.00 X 32535 0 7512 MARY WEATHERINGTON PHYSICIAN 40.00 X 207865 0 1697 DANIEL WHALEN PHYSICIAN 47.00 X 195810 0 33662 KATHLEEN DUBOSE DENTIST 38.00 X 151405 0 9204 ASHLEY COLLINS PHYSICIAN 31.00 X 143059 0 12238 KELSEY NEAL PHYSICIAN 40.00 X 138335 0 8877 1710513 0 145086 16 0 1 0 NUVEM 161 GAITHER DR STE 201 MOUNT LAUREL NJ 08054 THIRD PARTY PHARMACY MANAGEMENT 837339 OHIO SHARED INFORMATION SERVICES PO BOX 772852 CHICAGO IL 60670 THIRD PART INFORMATION TECHNOLOGY 704414 CORONIS HEALTH RCM LLC PO BOX 790372 ST LOUIS MO 63179 THIRD PARTY BILLING 447996 FORVIS MAZARS LLP PO BOX 602828 CHARLOTTE NC 28260 FINANCIAL CONSULTING 171998 MARK SPAULDING CONSTRUCTION CO 5785 CONSTITUTION DR SUITE C FLORENCE KY 41042 CONSTRUCTION 160971 10 2686040 322542 3008582 MEDICARE & MEDICAID 624100 6423025 6423025 PHARMACY REVENUE 456110 4769143 4769143 OTHER OPERATING INCOME 624100 1515463 1515463 PATIENT SERVICES 624100 931986 931986 13639617 35432 35432 16683631 13639617 0 35432 953447 107446 846001 6494242 5614190 880052 27466 22183 5283 509213 396395 112818 587973 446053 141920 346477 227068 119120 289 32999 32999 79500 79500 960578 703729 256338 511 53242 3103 10166 39973 285298 92478 189533 3287 568459 568459 356921 41396 315525 7211 581 6630 147234 50775 96364 95 128014 2469 125545 504467 144306 360161 89389 89389 340B PHARMACY EXPENSE 3207698 3207698 MEDICAL & DENTAL SUPPLI 310389 265504 44885 LICENSES 181273 10652 170621 RECRUITMENT 38656 38656 49965 16050 33915 15920111 11920535 3955421 44155 -113637 1770136 1769072 127600 77683 159664 796005 1247049 17626 151994 81972 221135 13949827 6324935 7904073 7624892 18195 133103 78082 10684092 11380552 1139576 1256002 93652 198300 2329812 2064417 102201 78082 3665241 3596801 X 7015180 7585471 3671 198280 7018851 7783751 10684092 11380552 763520 1380 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 299612 299612 10296995 4705910 5591085 1124083 289909 834174 1615049 985601 629448 614088 343515 270573 7624892 RIGHT-OF-USE LIABILITIES 78082 78082 X 16824211 1380 139200 140580 16683631 0 16683631 16059311 139200 139200 15920111 0 15920111 PART X, LINE 2: THE ORGANIZATION IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT OF THE ORGANIZATION IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF THE ORGANIZATION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT LATER BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). THE ORGANIZATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 0 0 0 0 0 0 1 0 MATTHEW BAUER CMO 245365 0 400 0 0 0 0 0 21428 0 267193 0 0 0 DANIEL WHALEN PHYSICIAN 195060 0 750 0 0 0 1696 0 31966 0 229472 0 0 0 MARY WEATHERINGTON PHYSICIAN 207865 0 0 0 0 0 1697 0 0 0 209562 0 0 0 JOLENE JOSEPH CEO 188151 0 400 0 0 0 1521 0 10442 0 200514 0 0 0 LYNDA RIDDLE CDO 162243 0 345 0 0 0 0 0 0 0 162588 0 0 0 KATHLEEN DUBOSE DENTIST 150692 0 713 0 0 0 0 0 9204 0 160609 0 0 0 ASHLEY COLLINS PHYSICIAN 143059 0 0 0 0 0 0 0 12238 0 155297 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION'S BYLAWS AUTHORIZE AN EXECUTIVE COMMITTEE, COMPOSED OF THE BOARD CHAIR, CHAIR-ELECT, SECRETARY, TREASURER, IMMEDIATE PAST-CHAIR, ALL STANDING COMMITTEE CHAIRS, AND THE CHIEF EXECUTIVE OFFICER (EX-OFFICIO, NON-VOTING). THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE FULL BOARD BETWEEN REGULARLY SCHEDULED MEETINGS AND IN EMERGENCIES OR UNFORESEEN CIRCUMSTANCES. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE FULL BOARD AT THE NEXT BOARD MEETING. NO OTHER COMMITTEE IS AUTHORIZED TO ACT FOR THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE TO ENSURE THAT ALL INFORMATION IS CORRECT AND ACCURATE. THE FINAL 990 IS PRESENTED TO THE BOARD BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES HAS ESTABLISHED, ADOPTED, AND PERIODICALLY UPDATES A WRITTEN CORPORATE POLICY THAT SETS FORTH PROCEDURES FOR DISCLOSING AND ADDRESSING CONFLICTS OF INTEREST, OR THE APPEARANCE OF CONFLICTS OF INTEREST, INVOLVING TRUSTEES, OFFICERS, EMPLOYEES, CONSULTANTS, AND AGENTS WHO PROVIDE SERVICES OR GOODS TO THE CORPORATION. TRUSTEES ARE REQUIRED TO SIGN THE CORPORATION'S CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY IN ACCORDANCE WITH THIS POLICY. AS PART OF THE POLICY, ANY INDIVIDUAL WITH A CONFLICT MUST RECUSE THEMSELVES FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON MATTERS IN WHICH A CONFLICT EXISTS, IN ORDER TO MAINTAIN CONFIDENTIALITY AND UPHOLD THE INTEGRITY OF THE BOARD'S DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, SALARIES FOR EXECUTIVE STAFF ARE REVIEWED AGAINST INDUSTRY SURVEY DATA. EVERY 5 YEARS, ALL ORGANIZATION SALARIES ARE REVIEWED AGAINST MARKET DATA FOR THE INDUSTRY, COMPANY SIZE, AND GEOGRAPHICAL AREA TO ENSURE COMPETITIVENESS AND MAKE RECOMMENDATIONS FOR ADJUSTMENTS TO THE SALARY STRUCTURE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.