2025-11-11T10:23:38-06:00 2024-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2024-01-01 471803207 CIVITAS NETWORKS FOR HEALTH ASSOCIATION CIVI 8776974432 500 WESTOVER DRIVE 95712 SANFORD NC 27330 JOLIE RITZO INTERIM CEO 8776974432 2025-11-06 1 0 BRYAN PAUTSCH P00034913 8593313300 2025-11-06 2024 2025-03-06 01:10:19Z X JOLIE RITZO 500 WESTOVER DRIVE 95712 SANFORD NC 27330 56085 0 X CIVITASFORHEALTH.ORG X 2014 CO A MISSION AND MEMBER DRIVEN ORGANIZATION DEDICATED TO USING HEALTH INFORMATION EXCHANGE, HEALTH DATA, AND MULTI-STAKEHOLDER, CROSS-SECTOR APPROACHES TO IMPROVE HEALTH. X 13 13 0 13 0 0 0 0 668270 53970 117 21 0 2094 668387 56085 0 0 0 0 263410 27600 0 0 0 294721 25227 558131 52827 110256 3258 1143007 0 47533 0 1095474 0 X CIVITAS NETWORKS FOR HEALTH IS THE LEADING VOICE AND CONVENER FOR ORGANIZATIONS WORKING TO USE DATA TO IMPROVE HEALTH IN COMMUNITIES ACROSS THE COUNTRY. BY BRINGING TOGETHER LOCAL IMPLEMENTERS - HEALTH INFORMATION EXCHANGES (HIES), EMERGING HEALTH DATA UTILITIES (HDUS), COMMUNITY INFORMATION EXCHANGES (CIES), REGIONAL HEALTH IMPROVEMENT COLLABORATIVES (RHICS), ALL PAYER CLAIMS DATABASES (APCDS), QUALITY IMPROVEMENT ORGANIZATIONS (QIOS), AND OTHER MULTISTAKEHOLDER GROUPS - WE FOSTER DATA-DRIVEN COLLABORATION THAT CREATES NATIONAL IMPACT WHILE STAYING ROOTED IN LOCAL REALITIES. 0 1 EDUCATE PUBLIC AND PRIVATE ENTITIES REGARDING THE BENEFITS, FUNCTIONS AND ROLES OF HIES, RHICS AND ALIGNED ORGANIZATIONS. PROMOTE BUSINESS CONDITIONS, TOOLS AND LEGISLATION TO IMPROVE THE EFFECTIVENESS AND SUSTAINABILITY OF HIES, RHICS, AND ALIGNED ORGANIZATIONS. ACHIEVE ECONOMIES OF SCALE WHILE SUPPORTING MEMBERS' AUTONOMY AND ABILITY TO SERVE LOCAL NEEDS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CHERRY BEKAERT LLP 8776974432 PO BOX 25549 RICHMOND VA 23260 MELISSA KOTRYS BOARD MEMBER, CHAIR 1.00 1.00 X X 0 0 0 MARC H BENNETT BOARD MEMBER, VICE CHAIR 1.00 1.00 X X 0 0 0 BETH ANDERSON BOARD MEMBER, TREASURER 1.00 1.00 X X 0 0 0 ANGIE BASS BOARD MEMBER, SECRETARY 1.00 1.00 X 0 0 0 JAIME BLAND BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 CRAIG BEHM BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 JENELLE HOSEUS BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 JOHN KANSKY BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 DAVID KENDRICK BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 KRISTIN PAULSON BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 WADE NORWOOD BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 DAN PORRECA BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 SARAH BRINKMAN BOARD MEMBER, AT-LARGE 1.00 1.00 X 0 0 0 LISA BARI CEO 7.00 33.00 X 0 358161 20781 JESSICA LITTLE VICE PRESIDENT, BUSINESS D 7.00 33.00 X 0 186384 1534 JOLIE RITZO VICE PRESIDENT, STRATEGY A 7.00 33.00 X 0 176151 1501 NIURKA LLUVERAS-HERNANDEZ ASSOCIATE DIRECTOR OF OPERATIONS 7.00 33.00 X 0 103540 5144 MADELYNN VALU PROGRAM DIRECTOR 7.00 33.00 X 0 100606 3111 0 924842 32071 0 0 1 0 0 MEMBERSHIP DUES 900099 53970 53970 53970 21 21 MISCELLANEOUS INCOME 900099 2094 2094 2094 56085 56064 0 21 X 22639 513 1515 2933 1306 10324 59 68 3239 50 1673 PROXY TAX 8508 52827 1141948 0 0 0 1059 0 0 0 0 0 0 0 0 0 0 0 0 1143007 0 5516 0 42017 0 47533 0 X 1095474 0 1095474 0 1143007 0 X 3258 -1098732 X 0 1 X 1 0 0 0 0 53970 1306 1306 1306 0 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2024. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2024. 0 0 0 LISA BARI CEO 0 358161 0 0 0 0 0 0 0 0 0 358161 0 0 JESSICA LITTLE VICE PRESIDENT, BUSINESS D 0 186384 0 0 0 0 0 0 0 0 0 186384 0 0 JOLIE RITZO VICE PRESIDENT, STRATEGY A 0 176151 0 0 0 0 0 0 0 0 0 176151 0 0 PART I, LINE 3 COMPENSATION IS PAID ON RELATED ORGANIZATION. METHODS FOR ESTABLISHING COMPENSATION INCLUDES INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD. CASH 2024-12-31 1098732 FMV 451754340 CIVITAS NETWORKS FOR HEALTH 500 WESTOVER DRIVE 95712 SANFORD NC 27330 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL BOARD MEMBERS OF THE ORGANIZATION WERE ALSO BOARD MEMBERS FOR CIVITAS NETWORKS HEALTH, A RELATED 501(C)(3) ORGANIZATION, PRIOR TO THE TRANSFER OF ASSETS. ALL CURRENT BOARD MEMBERS OF CIVITAS NETWORKS FOR HEALTH WILL REMAIN AS BOARD MEMBERS. FORM 990, PART III, LINE 3 DURING THE YEAR THE BOARD OF DIRECTORS DECIDED THAT IT WOULD BE BENEFICIAL TO THE HEALTH INFORMATION EXCHANGE INDUSTRY TO TRANSFER ITS OPERATIONS AND ASSETS TO A RELATED 501(C)(3) ORGANIZATION, CIVITAS NETWORKS FOR HEALTH. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR THE BOARD OF DIRECTORS DECIDED THAT IT WOULD BE BENEFICIAL TO THE HEALTH INFORMATION EXCHANGE INDUSTRY TO TRANSFER ITS OPERATIONS AND ASSETS TO A RELATED 501(C)(3) ORGANIZATION, CIVITAS NETWORKS FOR HEALTH. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION OFFERS THREE DISTINCT MEMBERSHIP CATEGORIES: FULL MEMBERS, AFFILIATE MEMBERS, AND STRATEGIC BUSINESS AND TECHNOLOGY MEMBERS. FULL MEMBERS AND AFFILIATE MEMBERS POSSESS THE RIGHT TO VOTE, WHILE ALL MEMBERS ARE OBLIGATED TO PAY ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION AND REMOVAL OF THE BOARD DIRECTORS ARE SUBJECT TO THE VOTING RIGHTS OF ALL FULL MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO IS RESPONSIBLE FOR ENSURING THAT ALL TAX FILINGS ARE TIMELY AND COMPLETE. BEFORE SUBMISSION, A COPY OF THE IRS FORM 990 IS THOROUGHLY REVIEWED AND APPROVED BY BOTH THE FAC COMMITTEE AND FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE WITH THE CONFLICTS POLICY IS REVIEWED ANNUALLY, AND ALL MEMBERS ARE REQUIRED TO RE-SIGN ON AN ANNUAL BASIS. THE BOARD MEMBERS ARE GIVEN A REMINDER TO REPORT ANY CONFLICT OF INTEREST AT THE BEGINNING OF ALL BOARD MEETINGS. ANY BOARD MEMBER WITH A CONFLICT IS NOT PERMITTED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL EXECUTIVE COMPENSATION IS APPROVED BY (1) THE FINANCE COMMITTEE IN THE COURSE OF ITS BUDGET APPROVAL PROCESS, (2) THE BOARD OF DIRECTORS, IN THE COURSE OF ITS BUDGET APPROVAL AND GOAL REVIEW PROCESSES, AND (3) THE EXECUTIVE COMMITTEE. EXECUTIVE COMPENSATION IS ALSO SUBJECT TO REVIEW AS PART OF THE EXECUTIVE'S ANNUAL EVALUATION REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS COMMITTED TO TRANSPARENCY AND MAKES ITS GOVERNING DOCUMENTS READILY AVAILABLE TO THE PUBLIC. INTERESTED PARTIES CAN REQUEST COPIES OF THE DOCUMENTS VIA EMAIL OR POSTAL MAIL, OR ACCESS THEM THROUGH THIRD-PARTY WEBSITES LIKE GUIDESTAR OR THE IRS WEBSITE. BY PROVIDING EASY ACCESS TO ITS GOVERNING DOCUMENTS, THE ORGANIZATION STRIVES TO FOSTER TRUST AND ACCOUNTABILITY WITH ITS STAKEHOLDERS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 6,405. ADVOCACY 3,919. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO CIVITAS NETWORKS FOR HEALTH, A RELATED 501C3 ENTITY -1,098,732. CIVITAS NETWORKS FOR HEALTH 500 WESTOVER DRIVE 95712 SANFORD NC 27330 451754340 SEE STATEMENT ON SCHEDULE O ME 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0