2025-05-07T10:06:30-05:00 2024-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-07-01 223375015 CENTER FOR HEALTH CARE STRATEGIES INC CENT 6095288400 300 AMERICAN METRO BOULEVARD 125 HAMILTON NJ 08619 ALLISON HAMBLIN PRESIDENT & CEO 6095288400 2025-05-07 1 1 MELISSA MODELSON P01603524 9143818900 2025-05-06 2023 2025-03-06 01:10:19Z ALLISON HAMBLIN 300 AMERICAN METRO BOULEVARD 125 HAMILTON NJ 08619 11964007 0 X WWW.CHCS.ORG X 1995 NJ THE CENTER FOR HEALTH CARE STRATEGIES (CHCS) IS A POLICY DESIGN AND IMPLEMENTATION PARTNER DEVOTED TO IMPROVING OUTCOMES FOR PEOPLE ENROLLED IN MEDICAID. WE WORK ACROSS SECTORS AND DISCIPLINES TO MAKE MORE EFFECTIVE, EFFICIENT, AND EQUITABLE CARE POSSIBLE FOR MILLIONS OF PEOPLE IN THE U.S. WHO FACE SERIOUS BARRIERS TO WELLBEING, LIKE POVERTY, AND COMPLEX HEALTH AND SOCIAL NEEDS. FOR MORE THAN 25 YEARS CHCS HAS COLLABORATED WITH STATE MEDICAID AND RELATED HEALTH AND HUMAN SERVICES AGENCIES ACROSS THE COUNTRY TO SHAPE HOW HEALTH CARE SERVICES ARE DESIGNED, FINANCED, AND DELIVERED. FOUNDED IN 1995, CHCS RECEIVES RESOURCES FROM FEDERAL AND STATE AGENCIES, THE NATION'S LEADING HEALTH CARE FOUNDATIONS, AND CORPORATE PHILANTHROPIES COMMITTED TO INNOVATIVE SOLUTIONS FOR PUBLICLY FINANCED CARE. 12 11 89 11 0 0 9790605 10666213 0 0 422011 790932 14597 31459 10227213 11488604 0 0 0 0 7004260 8923697 0 0 0 2839718 3040745 9843978 11964442 383235 -475838 24669842 26252062 6963426 8564502 17706416 17687560 X CHCS AIMS TO STRENGTHEN THE U.S. HEALTH CARE SYSTEM TO ENSURE BETTER, MORE EQUITABLE OUTCOMES, PARTICULARLY FOR PEOPLE SERVED BY MEDICAID. ITS WORK IS ORGANIZED UNDER THREE PRIORITIES: INTEGRATING SERVICES FOR PEOPLE WITH COMPLEX NEEDS, DELIVERY SYSTEM AND PAYMENT REFORM, AND LEADERSHIP AND CAPACITY BUILDING. 0 0 7248529 0 0 INTEGRATING SERVICES FOR PEOPLE WITH COMPLEX NEEDS: CHCS SUPPORTS PRACTICAL AND COST-EFFECTIVE SOLUTIONS TO ENSURE THAT ALL MEDICAID BENEFICIARIES WITH COMPLEX PHYSICAL, BEHAVIORAL, AND SOCIAL SERVICE NEEDS ARE SERVED BY PERSON-CENTERED SYSTEMS OF CARE. THROUGH DIRECT TECHNICAL ASSISTANCE, COLLABORATIVE LEARNING FORUMS, AND PILOT DEMONSTRATIONS, WE WORK WITH THE FEDERAL GOVERNMENT, MULTIPLE STATE AGENCIES, HEALTH PLANS, PROVIDERS, AND CONSUMER ORGANIZATIONS TO PROMOTE BETTER WAYS TO ORGANIZE, FINANCE, AND DELIVER CARE. 1593538 0 0 DELIVERY SYSTEM AND PAYMENT REFORM: CHCS HELPS MEDICAID STAKEHOLDERS LEVERAGE THEIR PURCHASING POWER TO DRIVE IMPROVEMENTS IN HEALTH CARE ACCESS, QUALITY, AND COST EFFECTIVENESS. WE SUPPORT STATES, HEALTH PLANS, ACCOUNTABLE CARE ORGANIZATIONS AND OTHERS IN DESIGNING AND IMPLEMENTING COMPREHENSIVE, STATEWIDE MULTI-PAYER DELIVERY SYSTEM AND PAYMENT REFORMS THAT REWARD QUALITY AND SEEK TO IMPROVE POPULATION HEALTH. 1281161 0 0 LEADERSHIP AND CAPACITY BUILDING: MEDICAID PLAYS A CRITICAL ROLE IN THE U.S HEALTH CARE SYSTEM BY EXPANDING ACCESS TO APPROPRIATE SERVICES, IMPROVING HEALTH CARE QUALITY, AND CONTROLLING COSTS. CHCS BUILDS THE CAPACITY OF STATE MEDICAID DIRECTORS AND OTHER KEY STAKEHOLDERS TO EFFECTIVELY MANAGE AND PURSUE INNOVATIONS THAT CAN HELP LEAD THE NATION TOWARD A BETTER HEALTH CARE SYSTEM. 10123228 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 1 0 0 1 104 0 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X PAULA FLEMING 6095288400 300 AMERICAN METRO BOULEVARD 125 HAMILTON NJ 08619 ALLISON HAMBLIN PRESIDENT & CEO 40.00 1.00 X X 320287 0 63727 ESTELLE RICHMAN CHAIR 1.00 1.00 X X 0 0 0 KRISTINA WAHL VICE CHAIR 1.00 1.00 X X 0 0 0 DAWN H WOODS SECRETARY 1.00 1.00 X X 0 0 0 HENRY COLEMAN TREASURER 1.00 1.00 X X 0 0 0 MELANIE BELLA TRUSTEE 1.00 1.00 X 0 0 0 SHEILA BURKE TRUSTEE 1.00 1.00 X 0 0 0 HENRY CLAYPOOL TRUSTEE 1.00 1.00 X 0 0 0 DOUGLAS JUTTE TRUSTEE 1.00 1.00 X 0 0 0 JAMILA MICHENER TRUSTEE 1.00 1.00 X 0 0 0 KERIS J MYRICK TRUSTEE 1.00 1.00 X 0 0 0 JOHN RICH TRUSTEE 1.00 1.00 X 0 0 0 PAULA FLEMING VP, FINANCE 40.00 1.00 X 150368 0 21434 PATRICIA MCGINNIS EXECUTIVE VP, CHIEF PROGRAM OFFICER 40.00 1.00 X 260861 0 51294 MARK LARSON SENIOR VP, LEADERSHIP & CAP BUILDING 40.00 1.00 X 198126 0 64830 KAMALA ALLEN SENIOR VP, PROGRAM & STRAT. PLANNING 40.00 1.00 X 186334 0 67044 CARRIE GRAHAM DIRECTOR, AGING & DISABILITY POLICY 40.00 1.00 X 163476 0 42218 LORIE MARTIN VP, COMMUNICATIONS 40.00 1.00 X 161076 0 63146 1440528 0 373693 35 0 1 0 EQUITABLE SPACES LLC 6126 GREY OAKS DRIVE HOUSTON TX 77050 COMMUNITY ENGAGEMENT 225368 1 976700 9689513 10666213 626011 626011 640324 475403 164921 164921 164921 HONORARIA INCOME 900099 18400 18400 GRANT RECOVERY 900099 9390 9390 OTHER REVENUE 900099 3669 3669 31459 11488604 0 0 822391 X 508186 434654 73532 6441211 5608016 833195 284354 247467 36887 1169148 890071 279077 520798 452272 68526 697 697 74620 74620 32507 32507 1650447 1650447 325312 93998 231314 285222 185697 99525 376523 376523 175267 154668 20599 60642 60642 29387 29387 OTHER DIRECT COSTS 28914 28914 DUES AND MEMBERSHIPS 630 630 STAFF DEVELOPMENT 577 501 76 11964442 10123228 1841214 0 337 587 4491624 8048017 1686259 1603468 54233 67368 1328927 474498 488435 854429 15842234 13731138 2106720 1947055 24669842 26252062 967148 766401 1121435 3439570 4874843 4358531 6963426 8564502 X 17679967 17687560 26449 0 17706416 17687560 24669842 26252062 -475838 456981 1 0 X X 0 1 X 1 0 X 6132938 6226889 20645247 9790605 10666213 53461892 6132938 6226889 20645247 9790605 10666213 53461892 5489050 47972842 273095 119113 143087 422011 626011 1583317 19142 4516 4917 14597 31459 74631 55119840 0.87030 0.85020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 19,142. 2020 AMOUNT: $ 4,516. 2021 AMOUNT: $ 4,917. 2022 AMOUNT: $ 4,446. 2023 AMOUNT: $ 3,669. CONSULTING/HONORARIA INCOME - 2022 AMOUNT: $ 10,151. 2023 AMOUNT: $ 18,400. GRANT RECOVERY - 2023 AMOUNT: $ 9,390. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 912964 85188 827776 343182 316529 26653 72781 72781 0 854429 SECURITY DEPOSITS 23448 OPERATING RIGHT-OF-USE ASSETS, NET 1844674 FINANCING RIGHT-OF-USE ASSETS, NET 78933 1947055 OPERATING LEASE LIABILITIES 2379651 FINANCING LEASE LIABILITIES 78933 DUE TO AFFILIATES 1899947 4358531 X 14342743 456981 2429665 2886646 11456097 32507 32507 11488604 15107527 3175592 3175592 11931935 32507 32507 11964442 PART X, LINE 2: CENTER FOR HEALTH CARE STRATEGIES MAKES DISCLOSURES ABOUT THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO FISCAL JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,429,665. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,175,592. X 1 1 X X 0 0 0 0 0 0 0 1 0 ALLISON HAMBLIN PRESIDENT & CEO 269400 0 49944 0 943 0 22199 0 41528 0 384014 0 0 0 PATRICIA MCGINNIS EXECUTIVE VP, CHIEF PROGRAM OFFICER 219674 0 40000 0 1187 0 27250 0 24044 0 312155 0 0 0 MARK LARSON SENIOR VP, LEADERSHIP & CAP BUILDING 190666 0 6461 0 999 0 23437 0 41393 0 262956 0 0 0 KAMALA ALLEN SENIOR VP, PROGRAM & STRAT. PLANNING 178101 0 6461 0 1772 0 21984 0 45060 0 253378 0 0 0 LORIE MARTIN VP, COMMUNICATIONS 154615 0 6461 0 0 0 19762 0 43384 0 224222 0 0 0 CARRIE GRAHAM DIRECTOR, AGING & DISABILITY POLICY 157965 0 4711 0 800 0 9761 0 32457 0 205694 0 0 0 PAULA FLEMING VP, FINANCE 141541 0 7564 0 1263 0 16820 0 4614 0 171802 0 0 0 PART I, LINE 1A PAULA FLEMING RECEIVED A MEDICAL WAIVER BONUS IN THE FORM OF A GROSSED-UP PAYMENT. THE BONUS WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2023, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, A COPY IS REVIEWED BY MANAGEMENT AND WHEN IT IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR REVIEW. MEMBERS WERE INVITED TO CONTACT MANAGEMENT WITH ANY RECOMMENDED CHANGES VIA EMAIL OR PHONE. ONCE THE BOARD HAS REVIEWED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. THE VICE PRESIDENT OF HUMAN RESOURCES AND SENIOR GRANTS AND CONTRACTS MANAGER REVIEW THE AGREEMENTS AND REPORT ANY CONCERNS TO THE PRESIDENT AND CEO. DEPENDING UPON THE NATURE OF THE CONFLICT, THIS MAY INCLUDE THE EMPLOYEE OR BOARD MEMBER RECUSING THEMSELVES FROM A POSITION OF DECISION-MAKING AUTHORITY WITH RESPECT TO THE CONFLICT SITUATION OR OTHER MORE SERIOUS ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PACKAGE FOR THE PRESIDENT AND CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. THE APPROVAL IS OFFICIALLY DOCUMENTED IN THE MINUTES, AND THE BOARD CHAIR ISSUES A LETTER TO THE CEO FOR ORGANIZATIONAL FILES. THE VICE PRESIDENT OF HUMAN RESOURCES OVERSEES THE PROCESS. COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING MARKET COMPENSATION ANALYSIS (UPDATED EVERY THREE YEARS) AND APPROVED ANNUALLY BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G CONSULTANTS AND SUBCONTRACTORS : PROGRAM SERVICE EXPENSES 1,650,447. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,650,447. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CENTER FOR HEALTH CARE STRATEGIES SUPPORTING ORGANIZATION 300 AMERICAN METRO BLVD STE 125 HAMILTON NJ 08619 311577333 SUPPORT CENTER FOR HEALTH CARE STRATEGIES NJ 501(C)(3) LINE 12A, I CENTER FOR HEALTH CARE STRATEGIES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 CENTER OF HEALTH CARE STRATEGIES SUPPORTING ORGANIZATION P 407248 BOOK VALUE