2025-10-22T11:32:00-05:00 2025-06-30 591687531 PDR CPAS ADVISORS INC 4023 Tampa Road Suite 2000 Oldsmar FL 34677 990 2024-07-01 591852871 Clearwater Free Clinic Inc CLEA 7274473041 1218 Court Street Clearwater FL 33756 Luke Lovgren Chairman 7274473041 2025-10-20 1 1 Mary Brown P01892845 7277854447 2025-10-20 2024 2025-03-06 01:10:19Z Luke Lovgren 1218 Court St Clearwater FL 33756 9547223 0 X Clearwaterfreeclinic.org X 1977 FL Providing comprehensive medical care to uninsured families through volunteerism and community partnerships. 14 14 25 150 0 0 6510917 8989166 3761 3185 299277 193772 220320 29331 7034275 9215454 0 0 0 0 1786770 1953355 0 0 415140 5526025 4604967 7312795 6558322 -278520 2657132 9139856 12137476 44050 49238 9095806 12088238 X To provide low-income uninsured families access to care for acute and chronic medical issues by means of volunteerism, community financial support and community partnerships. 0 0 5719118 460506 Since 1977 the Clearwater Free Clinic (CFC) has provided low-income uninsured families access to care for acute and chronic medical issues by means of volunteerism, community financial support and community partnerships. The clinic, a volunteer driven non-profit, non-government medical facility, provides primary health care and behavioral health services at no cost to those who do not qualify for government assistance and cannot afford private medical care. Those who qualify financially and live in mid or upper Pinellas County are eligible for Clinic services which include but are not limited to: medical office visits, behavioral health assessments and counseling, medications, lab work, x-rays, specialty referrals, diabetic counseling, patient education and hospital based procedures. Without the assistance of the Clearwater Free Clinic, local uninsured families would look to our local emergency departments for non-emergent care, at a great cost to themselves and the hospitals. More upsetting is that many of the uninsured have ignored significant health problems not wanting to incur debt and without accessible health care present to the CFC with a high medical acuity requiring significant intervention to improve their health and obtain positive outcomes. 5719118 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X Anthony Degina 7273318150 1218 Court Street Clearwater FL 33756 Luke Lovgren Chairman 5.00 X X 0 0 0 Carole Matyas Director 2.00 X 0 0 0 Latrice Markison Secretary 5.00 X X 0 0 0 Steve Bouton Director 2.00 X 0 0 0 Federico Lenz MD Director 2.00 X 0 0 0 Michael Klimis Director 2.00 X 0 0 0 Joseph Perno MD Director 2.00 X 0 0 0 Lisa Doty-Guess Director 2.00 X 0 0 0 Cathy Haug Treasurer 5.00 X X 0 0 0 Michele Clouthier Director 2.00 X 0 0 0 Craig Phillips Director 2.00 X 0 0 0 Samuel Cleveland Director 2.00 X 0 0 0 Dotti Fischer Director 2.00 X 0 0 0 Jake Fisher Director 2.00 X 0 0 0 Clay Gilman Director 2.00 X 0 0 0 Barbabra Thomas Director 2.00 X 0 0 0 Anthony Degina CEO 40.00 X 173000 0 3488 Kelly Sommers Nurse Practitioner 40.00 X 105000 0 0 Maureen Green Nurse Practitioner 40.00 X 115000 0 0 Dawn Greene Nurse Practitioner 40.00 X 110313 0 7500 Charlie Hart Director of Marketing and Development 40.00 X 130000 0 0 633313 0 10988 5 0 1 0 0 421605 8567561 3802533 8989166 Patient Fees 621110 3185 3185 3185 123612 123612 292929 222769 70160 70160 70160 123229 421605 109000 14229 14229 Miscellaneous Revenue 900099 15102 15102 15102 9215454 18287 0 208001 633313 411595 99092 122626 1062445 690490 166236 205719 122751 79777 19206 23768 134846 87637 21099 26110 42776 42776 204952 157823 47129 24155 24155 76197 72387 1905 1905 81032 76980 2026 2026 254 254 126990 120640 3175 3175 36165 28848 5954 1363 Medication 3950158 3950158 Other expenses 44196 27413 12894 3889 Telephone 16178 15370 404 404 Bank Fees 964 964 950 950 6558322 5719118 424064 415140 38527 15936 723527 3544994 243106 182850 5151 1368 33480 34248 4573482 869873 3779703 3703609 3931842 4253298 374712 395568 9808 5605 9139856 12137476 26699 43358 7225 0 10126 5880 44050 49238 X 8640510 8657668 455296 3430570 9095806 12088238 9139856 12137476 2657132 361623 -26323 0 X 0 1 X 1 0 X 6551233 7708386 9323101 6510917 8989166 39082803 6551233 7708386 9323101 6510917 8989166 39082803 39082803 46799 67686 107263 110131 123612 455491 20326 15102 35428 39573722 6946 0.98760 0.98850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 374712 36653 15797 395568 354334 35764 15386 374712 337345 16989 354334 393132 -55787 337345 411128 81770 99766 393132 1.00000 1 1 0 741005 741005 3380892 477648 2903244 383155 323795 59360 68430 68430 0 3703609 X 14773364 361623 5222607 5584230 9189134 26319 26319 9215453 11780929 5222607 5222607 6558322 0 6558322 Part V, Line 4: The Organization's endowment consists of two individual funds established for the purpose of providing a continuous source of funds and income to the clinic, to perpetuate the essential functions and health care services of the clinic, to the public. The Organization has adopted an investment policy, approved by the Board of Directors, for endowment assets that attempts to provide a predictable stream of funding to programs supported by its endowment funds (both board-designated and donor restricted) while also maintaining the purchasing power of those endowment assets over the long-term. Accordingly, the investment process seeks to achieve an after-cost total real rate of return, including investment income as well as capital appreciation, which exceeds the annual distribution with acceptable levels of risk. Endowment assets are invested in a well-diversified asset mix, which includes equity and debt securities, that is intended to result in a consistent inflation-protected rate of return that has sufficient liquidity to make distributions when necessary, while growing the funds if possible. Investment risk is measured in terms of the total endowment fund; investment assets and allocation between asset classes and strategies are managed to not expose the fund to unacceptable levels of risk. Part X, Line 2: The Organization is a not-for-profit organization that is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and state income taxes under Chapter 220.13 of the Florida Statutes. The Organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Organization has identified its tax status as a tax-exempt entity as its only significant tax position; however, the Organization has determined that such tax position does not result in an uncertainty requiring recognition. The Organization is not currently under examination by any taxing jurisdiction. The Organization's federal returns are generally open for examination for three years following the date filed. Golf Tournament 105401 50797 54604 23450 3776 9299 Martinis & Matisse 409576 370808 38768 32999 2746 26153 2 29857 29857 10577 544834 421605 123229 56449 6522 46029 109000 14229 0 0 0 0 0 0 0 0 0 Anthony Degina CEO 173000 0 0 0 0 0 3488 0 0 0 176488 0 0 0 X 3802533 At Cost 0 1 0 Form 990, Part VI, Section A, line 2 Former CEO Jean Shapiro and current Nurse Practitioner Corey Shapiro are related. Form 990, Part VI, Section B, line 11b The completed 990 Report is distributed to the Clearwater Free Clinic Board of Directors via group email in October. Members are asked to review the 990 and submit questions if any and/or submit a vote to accept before the 990 is submitted by November 15th. Form 990, Part VI, Section B, line 12c Annual Conflict of Interest Policy form was distributed to all Board Members at the Board Meeting in July 2025. The signed forms are held with the Board Secretary. Form 990, Part VI, Section B, line 15 The organization's top management official receives an annual performance evaluation by the board of directors and has a two (2) year contract. The organization's other officers and key employees receive performance evaluations by the executive director. The other officer's compensation is based on fair market wages, distribution of responsibilities and job performance that is in line with like positions locally and regionally. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.