2025-11-17T20:42:38-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-01-01 812826560 ANCHOR HEALTH INITIATIVE CORP ANCH 2036741102 30 MYANO LANE SUITE 16 STAMFORD CT 06902 CHRISTOPHER ADAMS COO 2036741102 2025-11-17 1 1 GARRETT M HIGGINS P00543209 2033232400 2024 2025-03-06 01:10:19Z PATRICIA W CHADWICK 30 MYANO LANE SUITE 16 STAMFORD CT 06902 11354314 0 X HTTPS://ANCHORHEALTHCT.ORG/ X 2016 CT ANCHOR HEALTH IS CONNECTICUT'S LEADING HEALTH CENTER FOR THE LGBTQ COMMUNITY. WE PROVIDE GROUNDBREAKING, RADICALLY INCLUSIVE, GENDER-AFFIRMING, AND SEX-POSITIVE MEDICAL, MENTAL HEALTH, AND PHARMACY CARE AS WELL AS SUPPORTIVE SERVICES TO THOUSANDS OF PATIENTS ACROSS CONNECTICUT AND BEYOND. ANCHOR HEALTH CONTINUOUSLY WORKS TO ADVANCE HEALTH EQUITY FOR LGBTQ PEOPLE THROUGH ADVOCACY, COMMUNITY-BUILDING, EDUCATION, AND RESEARCH. WE ARE HEALTH CARE FOR QUEER PEOPLE BY QUEER PEOPLE. 11 11 35 15 0 0 454576 376708 8157445 10976806 1150 800 0 0 8613171 11354314 9300 14450 0 0 2942329 3853920 0 0 114758 6165440 8011123 9117069 11879493 -503898 -525179 1062062 2488390 2813325 4771970 -1751263 -2283580 X ANCHOR HEALTH IS CONNECTICUT'S LEADING HEALTH CENTER FOR THE LGBTQ COMMUNITY. WE PROVIDE GROUNDBREAKING, RADICALLY INCLUSIVE, GENDER-AFFIRMING, AND SEX-POSITIVE MEDICAL, MENTAL HEALTH, AND PHARMACY CARE AS WELL AS SUPPORTIVE SERVICES TO THOUSANDS OF PATIENTS ACROSS CONNECTICUT AND BEYOND. ANCHOR HEALTH CONTINUOUSLY WORKS TO ADVANCE HEALTH EQUITY FOR LGBTQ PEOPLE THROUGH ADVOCACY, COMMUNITY-BUILDING, EDUCATION, AND RESEARCH. WE ARE HEALTH CARE FOR QUEER PEOPLE BY QUEER PEOPLE. 0 0 6502188 0 9079999 ANCHOR HEALTH PHARMACY'S MISSION IS TO DISPENSE MEDICATIONS TO UNDER-SERVED PATIENT POPULATIONS IN CONJUNCTION WITH THE CLINICAL CARE RECEIVED FROM THE ANCHOR HEALTH CLINIC. THIS SPECIFICALLY INCLUDES PATIENTS WITH HIV AND SEEKING GENDER AFFIRMING CARE/TRANSGENDER ASSISTANCE. 4644865 14450 1896807 ANCHOR HEALTH INITIATIVE CORP. OPERATES TWO CLINICS THAT PROVIDE MEDICAL SERVICES TO THE LGBTQ+ COMMUNITY AS WELL AS OTHER UNDER-SERVED PATIENT POPULATIONS, WITH SERVICES INCLUDING GENERAL CHECKUPS, GENDER AFFIRMING CARE, SEXUAL HEALTH MEDICAL SERVICES, AND HIV CARE. 11147053 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PATRICIA W CHADWICK 2036741102 30 MYANO LANE SUITE 16 STAMFORD CT 06902 PATRICIA CHADWICK TREASURER/CFO/CEO 40.00 X X 0 0 0 PETER KELLY BOARD CHAIR 6.00 X X 0 0 0 MICHAEL CRISP VICE BOARD CHAIR 2.00 X X 0 0 0 DAVID GRIMES SECRETARY 2.00 X X 0 0 0 STEPHEN CHUKUMBA BOARD MEMBER 2.00 X 0 0 0 ALISON COLE BOARD MEMBER 2.00 X 0 0 0 ADRIAN DEMIDONT BOARD MEMBER, THRU 1/18/24 1.00 X 0 0 0 JEAN DOYEN DE MONTAILLOU BOARD MEMBER 2.00 X 0 0 0 MAEVE DUVALLY BOARD MEMBER 2.00 X 0 0 0 IAN STUART MYERS BOARD MEMBER 2.00 X 0 0 0 NGOZI NNAJI BOARD MEMBER 2.00 X 0 0 0 JOHAN SANTIAGO-PAGAN BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER ADAMS CHIEF OPERATING OFFICER 40.00 X 164452 0 11982 JOSEPH X CANARIE CHIEF MEDICAL OFFICER 40.00 X 244165 0 24294 REIA MASSARO APRN 40.00 X 140763 0 23773 SHARON SUTTON ALKERSTEDT APRN 40.00 X 169400 0 23323 CHRISTIAN O CRUZ-PINTO COMPLIANCE & PRIVACY OFFICER 30.00 X 102175 0 20742 820955 0 104114 5 0 1 0 INTEGRATED PHARMACY SOLUTIONS INC 50 TREMONT ST STE 201 MELROSE MA 02176 PHARMACY MANAGEMENT SERVICES 493283 1 376708 376708 PHARMACY 456110 9069900 9069900 MEDICAL SERVICES 621110 1869184 1869184 OTHER 456110 37722 37722 10976806 800 800 11354314 10976806 0 800 14450 14450 444892 356676 88216 2658412 2439960 136650 81802 61621 55978 2991 2652 372518 323543 34590 14385 316477 280241 26390 9846 17948 17948 152520 152520 151653 56993 94660 51055 51055 310143 295112 8958 6073 47760 47760 404598 398996 5602 41013 41013 111017 111017 38233 37703 530 50956 50251 705 PHARMACEUTICAL SERVICES 6590852 6590852 BAD DEBT EXPENSE 31640 31640 TRAVEL, MEALS, AND ENTE 11735 11573 162 11879493 11147053 617682 114758 304490 268694 8756 3673 71257 62380 283715 573896 33803 36042 139481 192703 453448 281590 210091 171858 10469 1179144 1062062 2488390 526234 1222096 1896400 1025079 282222 1287603 108469 1237192 2813325 4771970 X 0 0 0 0 -1751263 -2283580 -1751263 -2283580 1062062 2488390 X -525179 176541 -183679 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 268645 114357 154288 122877 121726 1151 61926 45507 16419 171858 SECURITY DEPOSIT 7000 OPERATING LEASE RIGHT OF USE ASSET 1172144 1179144 OPERATING LEASE LIABILITY 1237192 1237192 1 NEW HAVEN PRIDE CENTER 84 ORANGE ST NEW HAVEN CT 06510 061458869 501(C)(3) 8000 0 DONATION TO SUPPORT LGBTQ+ INITIATIVES ROWAN CENTER 1111 SUMMER STREET SUITE 202 STAMFORD CT 06905 061037583 501(C)(3) 5000 450 COST ITEM TO CONTRIBUTE TO CHARITABLE EVENT DONATION TO SUPPORT LGBTQ+ INITIATIVES 2 0 PART I, LINE 2: GRANT AMOUNTS ARE INPUT INTO QUICKBOOKS WITH SPECIFIC LANGUAGE IDENTIFYING WHAT THE GRANT IS AND WHETHER FUNDS ARE RESTRICTED OR UNRESTRICTED. FUNDS DEPOSITED IN ANCHOR HEALTH OPERATIONAL CHECKING ACCOUNT. GRANT WRITER, DIRECTOR OF DONATIONS, AND DIRECTOR OF FINANCE, ALONG WITH EMPLOYEES DIRECTLY INVOLVED IN USING GRANT FUNDS, MANAGE GRANTS AND DONATIONS IN A SHARED FILE. IN 2025, IMPLEMENTING SALESFORCE TO HAVE A MORE CENTRALIZED PLATFORM TO MONITOR GRANTS AND OTHER ASSISTANCE. WILL GO INTO EFFECT FOR 2026. 0 0 0 0 0 0 0 1 0 JOSEPH X CANARIE CHIEF MEDICAL OFFICER 239955 0 4000 0 210 0 7758 0 16536 0 268459 0 0 0 SHARON SUTTON ALKERSTEDT APRN 166331 0 2750 0 319 0 3890 0 19433 0 192723 0 0 0 CHRISTOPHER ADAMS CHIEF OPERATING OFFICER 160340 0 4000 0 112 0 6785 0 5197 0 176434 0 0 0 REIA MASSARO APRN 138175 0 2500 0 88 0 5487 0 18286 0 164536 0 0 0 PART I, LINE 7 EMPLOYEES OF THE ORGANIZATION RECEIVED BOARD DISCRETIONARY BONUES IN THEIR 2024 W-2S AS REPORTED IN PART II, COLUMN (B)(II). PATRICIA CHADWICK CEO/CFO/TREASURER CAPITAL FOR EXPENSES X 796400 875079 0 1 0 JOHN CHADWICK FAMILY MEMBER OF CEO/CFO/TREASURER CAPITAL FOR EXPENSES X 200000 150000 0 1 0 1025079 FORM 990, PART VI, SECTION B, LINE 11B INITIAL DRAFT PREPARED BY DIRECTOR OF FINANCE AND PKFOD TAX TEAM. FIRST REVIEW COMPLETED WITH CEO AND COO GOING PAGE BY PAGE THROUGH THE FILING. CHANGES DISCUSSED WITH DIRECTOR OF FINANCE AND ADDRESSED DIRECTLY IN EXTENDED REVIEW MEETING. SUBSEQUENT REVIEW WITH THE FINANCE COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS. PROVIDE 990 FORM ELECTRONICALLY TO FINANCE COMMITTEE FOR REVIEW. FOLLOW UP CONVERSATION TO CONFIRM OUTPUT IF ANY MATERIAL CHANGES NECESSARY, IMMATERIAL CHANGES COMMUNICATED THROUGH EMAIL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY PER DISCUSSIONS WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 CEO HAS A $0 ANNUAL SALARY AND HAS DONE SO SINCE 2016 WHEN THE BUSINESS WAS FOUNDED. SHE HAS NEVER RECEIVED COMPENSATION FOR SERVICES PER HER DIRECT REQUEST. SALARIES FOR KEY EMPLOYEES ARE DETERMINED BY THE CHIEF EXECUTIVE OFFICER IN CONSULTATION WITH SENIOR MANAGEMENT, INCLUDING THE CHIEF OPERATING OFFICER, CHIEF MEDICAL OFFICER, AND HUMAN RESOURCES MANAGER. THE COMPENSATION REVIEW PROCESS INCLUDES THE USE OF COMPARABILITY DATA, SUCH AS INDUSTRY BENCHMARKING STUDIES AND IRS FORM 990 FILINGS FROM SIMILAR NONPROFIT HEALTH ORGANIZATIONS. ALL COMPENSATION DETERMINATIONS ARE DOCUMENTED IN SENIOR MANAGEMENT MEETING RECORDS AND MAINTAINED IN THE ORGANIZATION'S OFFICIAL FILES. 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. FORM 990, PART XI, LINE 9: OTHER NON-OPERATING LOSS -183,679. FORM 990, PART XII, LINE 2C: FINANCE COMMITTEE. 3 MEMBERS OF THE BOARD, CEO, COO, AND DIRECTOR OF FINANCE MAKE UP THIS COMMITTEE. REGULAR MEETINGS THROUGHOUT THE YEAR AHEAD OF EACH BOARD MEETING TO DISCUSS FINANCIAL STATEMENTS AND AUDIT PROCESS.