2025-11-13T07:05:11-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 WASHINGTON STREET EAST CHARLESTON WV 25301 990 2024-01-01 550539692 QUALITY INSIGHTS INC QUAL 3043469864 3001 CHESTERFIELD AVENUE CHARLESTON WV 25304 LISA R DYE CFO 3043469864 2025-11-12 1 1 DOLORES ROSE P01286262 3043460441 2025-11-12 2024 2025-03-06 01:10:19Z LISA R DYE 3001 CHESTERFIELD AVENUE CHARLESTON WV 25304 33643911 0 X WWW.QUALITYINSIGHTS.ORG X 1973 WV WE BRING PEOPLE AND INFORMATION TOGETHER TO IMPROVE HEALTH AND HEALTHCARE. 7 7 179 43 0 0 17448846 17018297 11063245 11024927 1218459 1329429 119 5331 29730669 29377984 111351 0 0 0 17995999 18048363 0 0 0 10749206 11189376 28856556 29237739 874113 140245 40745125 43062509 3742016 4032919 37003109 39029590 WE BRING PEOPLE AND INFORMATION TOGETHER TO IMPROVE HEALTH AND HEALTHCARE. 0 0 28984119 11030258 OUR ORGANIZATION IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF AMERICANS THROUGH COMPREHENSIVE CHRONIC DISEASE MANAGEMENT AND PREVENTION EDUCATIONAL SERVICES, QUALITY IMPROVEMENT INITIATIVES, AND HEALTH DATA ACTIVITIES. WE COLLECT, VALIDATE, ANALYZE, AND UTILIZE DATA TO ENHANCE HEALTH OUTCOMES AND IMPROVE EFFICIENCY FOR PATIENTS, PROVIDERS, AND ENTITIES PARTICIPATING IN MEDICARE, THE VETERANS HEALTH ADMINISTRATION, AND OTHER HEALTHCARE PROGRAMS. 28984119 1 1 0 1 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 39 0 179 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WV DE X LISA R DYE 3043469864 3001 CHESTERFIELD AVENUE CHARLESTON WV 25304 DANIEL LAUFFER DIRECTOR 1.00 X 875 0 0 KATHLEEN MERRILL CHAIRMAN 1.00 X X 1725 0 0 TIMMY NELSON SECRETARY/TREASURER 1.00 X X 2875 0 0 REBECCA SCHMIDT DIRECTOR 1.00 X 1600 0 0 EVAN NORFOLK DIRECTOR 1.00 X 1025 0 0 MARY CANNON DIRECTOR 1.00 X 1500 0 0 PAUL CONWAY VICE CHAIRMAN 1.00 X X 1200 0 0 SCOTT DOWNING DIRECTOR 1.00 X 275 0 0 SVEN BERG CHIEF EXECUTIVE OFFICER 42.00 X 459101 0 38205 LISA DYE CHIEF FINANCIAL OFFICER 46.00 X 237915 0 49627 AARON SPURLOCK CHIEF OPERATING OFFICER 42.00 X 269911 0 62881 CHRISTOPHER BROWN PROGRAM DIRECTOR 40.00 X 188135 0 39994 NATHAN GIBSON CHIEF INFORMATION OFFICER 42.00 X 181972 0 54350 ANNA SITES PROGRAM DIRECTOR 41.00 X 162784 0 29259 JILL MANNA DIRECTOR OF ANALYTIC RESOURCES 41.00 X 167157 0 49566 ANGELA GRAHAM CONTROLLER 43.00 X 162166 0 49291 BIDDY SMITH TASK ORDER DIRECTOR 41.00 X 148796 0 30481 BRANDY VINSON PROGRAM DIRECTOR 42.00 X 147220 0 47640 JEAN STORM MEDICAL DIRECTOR 41.00 X 290391 0 29084 2426623 0 480378 48 0 1 0 REAL TIME MEDICAL SYSTEMS LLC PO BOX 645852 PITTSBURGH PA 152645256 CONSULTANT 484000 JILLIAN PATE DBA RENAL RD WV LLC 1811 COFFMAN ST BARBOURSVILLE WV 25504 CONSULTANT 120000 2 16860140 158157 17018297 CONTRACT REVENUE 541900 11024927 11024927 11024927 891801 891801 4703555 4265927 437628 437628 437628 MISCELLANEOUS REVENUE 900099 5331 5331 5331 29377984 11030258 0 1329429 X 1785211 420174 1365037 12230030 9396431 2833599 1092081 859629 232452 1925136 1396073 529063 1015905 703250 312655 28676 28676 76104 76104 104256 104256 7966340 7588214 378126 342940 82679 260261 601785 11318 590467 246623 246623 301407 188821 112586 140384 77560 62824 81103 1773 79330 90374 90374 TRAINING/EDUCATION 861948 820547 41401 DUES & SUBSCRIPTIONS 179196 13078 166118 MISC SUPPORT 73216 73216 ALLOCATION OF G&A EXPEN 0 7301913 -7301913 95024 49443 45581 29237739 28984119 253620 0 7067048 6718872 6406341 6060901 4164985 3654761 743159 756207 3482193 3082726 468932 399467 21889883 25446493 4777 25808 40745125 43062509 3275387 3719312 461852 287799 4777 25808 3742016 4032919 X 36437125 38474262 565984 555328 37003109 39029590 40745125 43062509 140245 1886236 0 X 0 1 X 1 1 1 X 12100525 12655598 16289464 17448846 17018297 75512730 12100525 12655598 16289464 17448846 17018297 75512730 75512730 402758 619240 552087 783646 891801 3249532 402 4731 579 119 5331 11162 78773424 56197177 0.95860 0.96390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 402. 2021 AMOUNT: $ 4,731. 2022 AMOUNT: $ 579. 2023 AMOUNT: $ 119. 2024 AMOUNT: $ 5,331. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 668 668 0 PART II-B, LINE 1: A PORTION OF VARIOUS MEMBERSHIP DUES PAID ARE ALLOCATED TO BE USED FOR LOBBYING EXPENSES. MEMBERSHIP ORGANIZATIONS AND AMOUNTS ALLOCATED BY THESE ORGANIZATIONS FOR LOBBYING INCLUDE: 1) THE AMERICAN HEALTH QUALITY ASSOCIATION ($450); 2) WV CHAMBER OF COMMERCE ($218). 150005 150005 2187700 2083806 103894 830227 699632 130595 314261 299288 14973 399467 LEASE LIABILITY 25808 25808 X 31170620 1886236 10656 1896892 29273728 104256 104256 29377984 29133483 0 29133483 104256 104256 29237739 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OF TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 10,656. X X 0 0 0 0 0 0 0 0 0 SVEN BERG CHIEF EXECUTIVE OFFICER 409929 0 40000 0 9172 0 34500 0 3705 0 497306 0 0 0 AARON SPURLOCK CHIEF OPERATING OFFICER 252433 0 12390 0 5088 0 26936 0 35945 0 332792 0 0 0 JEAN STORM MEDICAL DIRECTOR 279550 0 10841 0 0 0 27928 0 1156 0 319475 0 0 0 LISA DYE CHIEF FINANCIAL OFFICER 220383 0 10926 0 6606 0 23632 0 25995 0 287542 0 0 0 NATHAN GIBSON CHIEF INFORMATION OFFICER 166513 0 8569 0 6890 0 18579 0 35771 0 236322 0 0 0 CHRISTOPHER BROWN PROGRAM DIRECTOR 173592 0 7443 0 7100 0 19147 0 20847 0 228129 0 0 0 JILL MANNA DIRECTOR OF ANALYTIC RESOURCES 154160 0 6724 0 6273 0 16917 0 32649 0 216723 0 0 0 ANGELA GRAHAM CONTROLLER 155169 0 6997 0 0 0 16413 0 32878 0 211457 0 0 0 BRANDY VINSON PROGRAM DIRECTOR 135813 0 5838 0 5569 0 15017 0 32623 0 194860 0 0 0 ANNA SITES PROGRAM DIRECTOR 156287 0 6497 0 0 0 15996 0 13263 0 192043 0 0 0 BIDDY SMITH TASK ORDER DIRECTOR 137623 0 5687 0 5486 0 14894 0 15587 0 179277 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED ELECTRONICALLY FOR REVIEW BY THE ORGANIZATION'S BOARD. ADDITIONALLY, THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER PERFORM A DETAILED REVIEW AND VERIFY ALL FINANCIAL INFORMATION AGAINST THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND SUPPORTING ACCOUNTING RECORDS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT DISCLOSURE POLICIES. ALL BOARD MEMBERS, OFFICERS AND EMPLOYEES COMPLETE AND SIGN A CONFLICT DISCLOSURE FORM THAT LISTS AFFILIATIONS AND COMPENSATION ARRANGEMENTS FOR THEMSELVES AND FAMILY MEMBERS THAT COULD CREATE A POTENTIAL CONFLICT OF INTEREST. THIS IS ACCOMPLISHED AS PART OF ANNUAL COMPLIANCE TRAINING. THE TRAINING ITSELF ADDRESSES CONFLICTS OF INTEREST. CONFLICT OF INTEREST DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER TO IDENTIFY ANY RELATIONSHIPS OR INTERESTS THAT MAY POSE POTENTIAL CONFLICTS. ESTABLISHED PROCEDURES REQUIRE A BOARD MEMBER TO RECUSE HERSELF/HIMSELF FROM EVALUATION OF A PROPOSED BUSINESS ARRANGEMENT IF THE BOARD MEMBER HAS A POTENTIAL CONFLICT. IN THE CASE OF EMPLOYEES, THE CORPORATE COMPLIANCE OFFICER WORKS WITH THE EMPLOYEE'S SUPERVISOR TO DETERMINE WHETHER A POTENTIAL CONFLICT MAY BE MITIGATED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION ARRANGEMENTS ARE ESTABLISHED BASED ON INFORMATION OBTAINED FROM DIFFERENT DATA SOURCES AND/OR OUTSIDE CONSULTANTS FOR SIMILARLY SITUATED TAXABLE OR TAX EXEMPT ORGANIZATIONS PROVIDING SIMILAR SERVICES. THE COMPENSATION PLAN IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD ON AN ANNUAL BASIS OR AS DEEMED NECESSARY BY THE BOARD. 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, ON A CASE-BY-CASE BASIS. FORM 990, PART IX, LINE 11G CONSULTANT EXPENSE: PROGRAM SERVICE EXPENSES 589,747. MANAGEMENT AND GENERAL EXPENSES 343,699. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 933,446. PROGRAM MANAGEMENT EXPENSES: PROGRAM SERVICE EXPENSES 6,998,467. MANAGEMENT AND GENERAL EXPENSES 34,427. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,032,894.