2025-08-15T11:19:29-05:00 2024-09-30 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2023-10-01 541752058 School-Based Health Alliance % DIEDRE PARKER SCHO 2026385872 1032 15th Street NW STE Suite 365 Washington DC 20005 ROBERT BOYD PRESIDENT 2026385872 2025-08-15 true true ADAM WATSON P01367206 2155462140 2025-08-15 2023 2025-03-06 01:10:19Z ROBERT BOYD 1032 15th Street NW STE 365 Washington DC 20005 42220941 false X WWW.sbh4all.ORG X 1995 VA TO IMPROVE THE STATUS OF YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE. 17 16 29 20 0 0 6886404 34065524 714833 685919 32496 1091626 0 0 7633733 35843069 3435086 9218266 0 0 2904654 3890118 0 0 81514 1595540 2662117 7935280 15770501 -301547 20072568 4586477 23113051 2967875 1999441 1618602 21113610 X THE SCHOOL-BASED HEALTH ALLIANCE WORKS TO SUPPORT AND GROW SBHCS BY ESTABLISHING AND ADVOCATING FOR NATIONAL POLICY PRIORITIES; BY PROMOTING HIGH QUALITY CLINICAL PRACTICES AND STANDARDS, INCLUDING TELEHEALTH; THROUGH DATA COLLECTION, REPORTING, EVALUATION AND RESEARCH, AND BY PROVIDING TRAINING, TECHNICAL ASSISTANCE, AND CONSULTATION. false false 11067091 8649098 283260 THE SCHOOL-BASED HEALTH ALLIANCE IS A HIGHLY RESPECTED PROVIDER OF EXTENSIVE TECHNICAL ASSISTANCE, TRAINING, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD. STAFF HAS MORE THAN 100 YEARS OF COMBINED EXPERIENCE IN DESIGNING, OPERATING, AND EVALUATING SCHOOL-BASED HEALTH CENTER (SBHC) PROGRAMS. OUR TEAM IS COMMITTED TO WORKING TOWARDS FOUR GOALS FOR THE FIELD: 1. INCREASED REVENUE 2. NEW SCHOOL SERVICES 3. STRONGER PARTNERSHIPS 4. EXPANDED SERVICES 1732247 569168 TO PROVIDE TRAINING, TECHNICAL ASSISTANCE, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD. 437207 402659 TO PROVIDE ONLINE AND IN-PERSON LEARNING AND NETWORKING OPPORTUNITIES FOR PROFESSIONALS AND YOUTH INTERESTED IN THE SCHOOL-BASED HEALTH CARE FIELD AND MOVEMENT. 235066 13471611 true true false true false false false false false false false false false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false true 27 0 true 29 true false false false false false false false false false false false false X 17 16 false false false false false false false true true false false true true false true true true true true false CA DC FL IL MD MA MI NY OR WA X DIEDRE PARKER 2026385872 1032 15TH STREET NW SUITE 365 WASHINGTON DC 20005 X ROBERT BOYD PRESIDENT 40.0 0.0 X X 193874 0 27503 LAURA BREY Chief Operating & Strategy Off 40.0 0.0 X 149316 0 27305 DEIRDRE PARKER CHIEF ADMIN. & FINANCE OFFICER 40.0 0.0 X 149315 0 27023 ANDREA SHORE Chief Program Officer 40.0 0.0 X 134895 0 16698 PAULA FIELDS EXECUTIVE VICE PRESIDENT 40.0 0.0 X 118791 0 24430 TAMMIS ALEXANDER SENIOR VICE PRESIDENT 40.0 0.0 X 114544 0 25664 JACQUELYN SHEA CHRISTENSEN SENIOR VICE PRESIDENT 40.0 0.0 X 112474 0 14425 NANCY RODRIQUEZ CHAIRMAN 2.0 0.0 X X 0 0 0 MARK MASSELLI CHAIR-ELECT 2.0 0.0 X X 0 0 0 BETH MATTEY SECRETARY 2.0 0.0 X X 0 0 0 KAYLA JACKSON TREASURER 2.0 0.0 X X 0 0 0 RICHARD ANTONELLI DIRECTOR 2.0 0.0 X 0 0 0 GILLIAN BARCLAY DIRECTOR 2.0 0.0 X 0 0 0 AMANDA FITZGERALD DIRECTOR 2.0 0.0 X 0 0 0 RACHEL GONZALES-HANSON DIRECTOR 2.0 0.0 X 0 0 0 SHARON HOOVER DIRECTOR 2.0 0.0 X 0 0 0 JOHN KENNEDY DIRECTOR 2.0 0.0 X 0 0 0 KATHLEEN MINKE DIRECTOR 2.0 0.0 X 0 0 0 JOSE MUNOZ DIRECTOR 2.0 0.0 X 0 0 0 REBECCA OLIVER DIRECTOR 2.0 0.0 X 0 0 0 CECILIA OREGON DIRECTOR 2.0 0.0 X 0 0 0 ALEXANDRA QUINN DIRECTOR 2.0 0.0 X 0 0 0 JUSTIN WANG DIRECTOR 2.0 0.0 X 0 0 0 973209 0 163048 9 false true false LAURA HURWITZ LLC 1322 W THORNDALE AVENUE APT 2 CHICAGO IL 60660 CONSULTANT 155090 1 10652503 23413021 34065524 ANNUAL CONFERENCE 900099 402659 402659 CONTRACT SERVICES 541610 283260 283260 685919 397243 397243 0 0 0 0 0 7072255 6377872 694383 694383 694383 0 0 0 0 0 0 0 0 0 0 35843069 685919 1091626 X 9218266 9218266 0 0 0 502769 372054 130715 0 2648979 1534128 1044101 70750 185357 126314 56950 2093 317581 207796 106198 3587 235432 137346 93002 5084 0 0 23500 23500 235006 235006 0 0 1448681 1099883 348798 1149 1149 141912 55535 86377 111415 111415 0 8759 8759 279460 136093 143367 0 359321 340223 19098 0 0 0 11105 11105 LICENSE/SUBSCRIPTION FEES 30272 30272 Bank and credit card fees 11537 8967 2570 15770501 13471611 2217376 81514 2955291 3156950 395280 9160 421742 9689562 32047 57469 0 0 0 0 0 0 0 0 10983 0 0 0 771134 10199910 0 0 0 0 0 0 0 0 4586477 23113051 340457 1225022 0 0 0 0 0 0 0 0 0 0 73497 49497 0 0 2553921 724922 2967875 1999441 X 1144966 6916692 473636 14196918 1618602 21113610 4586477 23113051 20072568 -577560 X false true X true true true X 1935347 3033733 2781175 6886404 34065524 48702183 0 0 1935347 3033733 2781175 6886404 34065524 48702183 15554480 33147703 28501 13553 2049 32496 397243 473842 0 0 49176025 2736621 0.67406 0.91730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 234625 441 235066 15535435 15770501 938525 234631 302644 325909 545764 938525 2112842 3169263 815 20000 42074 235066 297955 75661 81477 136441 234631 528210 792315 555 20000 39687 234625 294867 0 REFUNDABLE ADVANCES 724922 724922 X 35265509 -577560 -577560 35843069 35843069 15770501 15770501 15770501 PART X, LINE 2: THE ALLIANCE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ALLIANCE BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD. true Charter Oak Health Center 21 Grand Street Hartford CT 06106 060986747 501(c)(3) 300000 SEE PART IV Child and Family Agency of SE CT INC PO Box 120 New London CT 06320 237212022 501(c)(3) 2012561 SEE PART IV Community Health Center Inc 675 Main Street Middletown CT 06457 060897105 501(c)(3) 781480 SEE PART IV CT Institute for Communities Inc 120 Main Street Danbury CT 06810 912187143 501(c)(3) 47509 SEE PART IV Community Health and Wellness Center 469 Migeon Avenue Torrington CT 06790 562286940 501(c)(3) 69931 SEE PART IV Cornell Scott-Hill Health Corporation 400 Columbus Avenue New Haven CT 06419 060870990 501(c)(3) 512621 SEE PART IV Fair Haven Community Health Clinic 374 Grand Avenue New Haven CT 06513 060883545 501(c)(3) 209906 SEE PART IV Family Center Inc 40 Arch Street Greenwich CT 06830 060646656 501(c)(3) 845379 SEE PART IV Petersburg Medical Center PO Box 589 Petersburg AK 99833 926001607 501(c)(3) 21778 SEE PART IV Volunteers of America Alaska 2600 Cordova Street Anchorage AK 99503 742240098 501(c)(3) 15904 SEE PART IV Community Health Resources Inc 2 Waterside Crossing Windsor CT 06095 066082527 501(c)(3) 14282 SEE PART IV Hartford Public Schools 330 Wethersfield Avenue Hartford CT 06114 066001870 501(c)(3) 401354 SEE PART IV Integrated Health Services Inc 763 Burnside AVE East Hartford CT 06108 208879300 501(c)(3) 851717 SEE PART IV InterCommunity Inc 800 Connect BLVD East Hartford CT 06118 060954809 501(c)(3) 470140 SEE PART IV Klingberg Comprehensive Family SVCS INC 370 Linwood Street New Britian CT 06052 061370693 501(c)(3) 636977 SEE PART IV Middletown Board of Education 311 Hunting Hill Ave Middletown CT 06457 066001872 501(c)(3) 123000 SEE PART IV Norwalk Community Health Center 120 Connecticut Avenue Norwalk CT 06854 061436620 501(c)(3) 338305 SEE PART IV Optimus Health Care Inc 982 East Main Street Bridgeport CT 06608 060972166 501(c)(3) 134413 SEE PART IV Windham Public Schools 355 High Street Willimantic CT 06226 061201204 501(c)(3) 115268 SEE PART IV Wheeler Clinic Inc 91 Northwest Drive Plainville CT 06062 060867065 501(c)(3) 365188 SEE PART IV Danbury Public Schools 49 Osbourne Street Danbury CT 06810 066001980 501(c)(3) 131263 SEE PART IV United Community and Family Services Inc 47 Town Street Norwich CT 06360 060653142 501(c)(3) 704391 SEE PART IV Jessie Trice Community Health Center Inc 5607 NW 27th Ave Miami FL 33142 591235617 501(c)(3) 43875 SEE PART IV Legacy Community Health Services PO Box 66308 Houston TX 77266 760009637 501(c)(3) 33775 SEE PART IV MERG dba Whitefoord Inc 1353 George W Brumley WY Atlanta GA 30317 582180056 501(c)(3) 33775 SEE PART IV 25 0 PART I, LINE 2: Description of Procedure for Monitoring Use of Funds ALL GRANTS AWARDED TO THE SCHOOL-BASED HEALTH ALLIANCE ARE ASSIGNED EITHER A PROJECT DIRECTOR OR MANAGER WHO, ALONG WITH THE ADMINISTRATIVE DIRECTOR IS RESPONSIBLE FOR THE MANAGEMENT OF THE GRANT FROM BEGINNING TO CLOSE-OUT. THE PROJECT DIRECTOR/MANAGER MANAGES ALL PROGRAM RELATED ASPECTS OF THE GRANT FROM FACE TO FACE MEETINGS, PLANNING REVIEWS, SITE VISITS, MONTHLY CALLS, AND WEBINARS. THE PROJECT DIRECTOR/MANAGER AND ADMINISTRATIVE DIRECTOR MONITOR THE FINANCIAL ASPECTS OF THE GRANTS BY TRACKING AND APPROVING EXPENSES, REVIEWING BUDGET TO ACTUAL, SUBMITTING QUARTERLY AND ANNUAL REPORTS OF THE GRANT AND ITS RELATED CLOSE-OUT REQUIREMENTS. THIS INDIVIDUAL ALSO REVIEWS THE GENERAL EXPENSES RELATED TO THE GRANT, INCLUDING THE PLANNING OF TRAVEL AND STAFF HOURS NEEDED TO MEET ALL GRANT REQUIREMENTS. PART II, COLUMN H: PURPOSE OF GRANT OR ASSISTANCE IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL SERVICES. X X X false false false false false false false false false ROBERT BOYD PRESIDENT 193874 0 0 0 0 0 12239 0 15264 0 221377 0 0 0 DEIRDRE PARKER CHIEF ADMIN. & FINANCE OFFICER 149315 0 0 0 0 0 11945 0 15078 0 176338 0 0 0 LAURA BREY Chief Operating & Strategy Off 149316 0 0 0 0 0 11945 0 15360 0 176621 0 0 0 ANDREA SHORE Chief Program Officer 134895 0 0 0 0 0 10792 0 5906 0 151593 0 0 0 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES TO BUILD POLITICAL AND PUBLIC SUPPORT FOR THE ALLIANCE AND ITS MISSION TO IMPROVE THE HEALTH STATUS OF CHILDREN AND YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 THE ALLIANCE PROVIDED A COPY OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICTS POLICY THE BOARD OF DIRECTORS ACKNOWLEDGES IN WRITING THE CONFLICT OF INTEREST POLICY AND ANY KNOWN CONFLICTS AT THE BEGINNING OF THEIR TERM. THE STATEMENT IS EFFECTIVE FOR THE ENTIRE TERM. ROBERT BOYD, PRESIDENT AND DEIRDRE TAYLOR, CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER REVIEWS THE BOARD OF TRUSTEE'S CONFLICT OF INTEREST STATEMENTS. IF A BOARD MEMBER DISCLOSES A CONFLICT OF INTEREST, THAT MEMBER WILL ABSTAIN FROM VOTING ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINES 15A & 15B PROCESS FOR DETERMINING OFFICER'S COMPENSATION THE PRESIDENT'S COMPENSATION WAS SET BY THE BOARD OF DIRECTORS AFTER CONSULTATION WITH AN EMPLOYMENT CONSULTANT FIRM. THE REVIEW AND APPROVAL OF THE COMPENSATION IS COMPLETED BY THE BOARD'S ORGANIZATIONAL PERFORMANCE COMMITTEE. DATA USED TO COMPLETE THIS REVIEW INCLUDED COMPENSATION FOR SIMILAR ORGANIZATIONS AS OBTAINED VIA THEIR FORM 990'S. MINUTES ARE MAINTAINED OF THIS PROCESS AND IT IS COMPLETED FOR THE PRESIDENT. THE LAST REVIEW WAS COMPLETED IN 2024. THE CHIEF FINANCIAL OFFICER'S COMPENSATION WAS SET THE SBHA PRESIDENT AND THE BOARD OF DIRECTORS APPROVES THE WAGE ADJUSTMENT WHEN THEY REVIEW AND APPROVE THE BUDGET. DATA USED TO COMPLETE THIS REVIEW INCLUDED COMPENSATION FOR SIMILAR ORGANIZATIONS AS OBTAINED VIA THEIR FORM 990'S. MINUTES ARE MAINTAINED OF THIS PROCESS AND IT IS COMPLETED FOR THE CHIEF FINANCIAL OFFICER. THE LAST REVIEW WAS COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO MANAGEMENT. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ALLIANCE'S OFFICE.