2026-04-24T12:19:20-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 621274532 NASHVILLE CARES NASH 6152594866 633 THOMPSON LANE NASHVILLE TN 37204 AMNA OSMAN CHIEF EXECUTIVE OFFICER 6152594866 2026-04-22 1 1 KERRI N BOGDA P00760402 7177404863 2026-04-21 2024 2025-03-06 01:10:19Z AMNA OSMAN 633 THOMPSON LANE NASHVILLE TN 37204 75334950 0 X WWW.NASHVILLECARES.ORG X 1985 TN NASHVILLE CARES PROVIDES CARE, PREVENTION, SUPPORTIVE SERVICES TO END THE TENNESSEE HIV EPIDEMIC. 10 10 115 75 0 0 39368385 44925824 23618311 29955800 129179 242077 46186 109221 63162061 75232922 30001353 37101805 0 0 6029557 7761147 0 0 485392 21589363 27591682 57620273 72454634 5541788 2778288 26637880 29551483 14725276 14855749 11912604 14695734 X NASHVILLE CARES EXISTS TO END THE HIV EPIDEMIC, PROMOTE COMPREHENSIVE SEXUAL HEALTH AND END SEXUAL HEALTH STIGMATIZATION AND DISCRIMINATION THROUGH PREVENTION, EDUCATION, TREATMENT, SUPPORT, ADVOCACY, AND STRATEGIC PARTNERSHIP. 0 0 36982335 35461671 INSURANCE ASSISTANCE PROGRAM: THE INSURANCE ASSISTANCE PROGRAM (IAP) PROVIDES FINANCIAL SUPPORT FOR HEALTH INSURANCE PREMIUMS, MEDICATION COSTS, AND RELATED SERVICES TO ENSURE 7,000 INDIVIDUALS LIVING WITH HIV MAINTAIN CONTINUOUS ACCESS TO CARE AND TREATMENT. THE PROGRAM SUPPORTS IMPROVED HEALTH OUTCOMES BY REDUCING FINANCIAL BARRIERS AND PROMOTING RETENTION IN CARE. 23777631 0 29955800 CARES 360 CLINIC: THE CARES 360 CLINIC DELIVERS INTEGRATED OUTPATIENT SERVICES, INCLUDING HIV CARE, PRIMARY CARE, BEHAVIORAL HEALTH, AND CARE COORDINATION. BY PROVIDING COORDINATED, PATIENT-CENTERED SERVICES, THE CLINIC SUPPORTS EARLY DIAGNOSIS, TIMELY TREATMENT, AND SUSTAINED ENGAGEMENT IN CARE TO IMPROVE LONG-TERM HEALTH OUTCOMES. 2997010 845 CASE MANAGEMENT: NASHVILLE CARES PROVIDES CLIENT-CENTERED CASE MANAGEMENT SERVICES THAT ASSESS INDIVIDUAL NEEDS, DEVELOP CARE PLANS, AND COORDINATE ACCESS TO MEDICAL, BEHAVIORAL HEALTH, AND SUPPORTIVE SERVICES. THESE SERVICES SUPPORT CONTINUITY OF CARE, TREATMENT ADHERENCE, AND IMPROVED HEALTH OUTCOMES. 4760422 1639289 3607 HOUSING & FINANCIAL ASSISTANCE: NASHVILLE CARES PROVIDES FINANCIAL ASSISTANCE TO MEET HOUSING AND RELATED FINANCIAL NEEDS, AS WELL AS CASE MANAGEMENT SERVICES, TO 267 HIV-INFECTED INDIVIDUALS AND THEIR FAMILIES.EMOTIONAL AND PRACTICAL SUPPORT: NASHVILLE CARES PROVIDES SOCIAL SERVICES TO MEET THE EMOTIONAL AND THERAPEUTIC NEEDS OF HIV-INFECTED INDIVIDUALS. NASHVILLE CARES PROVIDES PRACTICAL AND MATERIAL ASSISTANCE IN THE FORM OF NUTRITION AND TRANSPORTATION SERVICES TO 2,836 CLIENTS AND THEIR FAMILIES WHO ARE AFFECTED BY HIV. CLIENTS CAN ACCESS THE AGENCY'S FULL RANGE OF SOCIAL SERVICES VIA AN 800-NUMBER.PREVENTION AND EDUCATION SERVICES: NASHVILLE CARES PROVIDES PREVENTION AND EDUCATION SERVICES TO AT LEAST 3,900 CLIENTS, WHICH IS CRITICAL TO ENDING THE HIV EPIDEMIC. NASHVILLE CARES PROVIDES HIV, HCV AND STI TESTING AND SCREENING AND EDUCATION WORKSHOPS TO INDIVIDUALS WHO ARE AT RISK OF HIV. EDUCATION AND AWARNESS SERVICES ARE PROVIDED ACROSS MIDDLE TENNESSEE IN COMMUNITIES, UNIVERSITIES, BUSINESSES AND OTHER ORGANIZATIONS.PUBLIC POLICY & ADVOCACY: NASHVILLE CARES WORKS TO INFORM THE COMMUNITY ABOUT THE IMPORTANCE OF REDUCING THE SPREAD OF HIV/AIDS AND THE BENEFITS OF FEDERAL, STATE AND COMMUNITY PARTNERSHIPS TO ADDRESS THE NEEDS OF PREVENTION, TREATMENT AND CARE IN THE STATE. 4760422 1639289 3607 68517398 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 296 0 115 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X ANGELA MURRAY CFAO 6152594866 633 THOMPSON LANE NASHVILLE TN 37204 RICHARD D BIRD JR TREASURER 2.00 X X 0 0 0 CLAIRE WISELY SECRETARY 2.00 X X 0 0 0 TERRANCE BOND PRESIDENT 2.00 X X 0 0 0 BETH-ANN MARTORELLO IMM PAST PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER OTT MD AT-LARGE MEMBER 2.00 X 0 0 0 JOSEPHINE BETSY BAHN AT-LARGE MEMBER 2.00 X 0 0 0 GEORGE ROWE III AT-LARGE MEMBER 2.00 X 0 0 0 GERRAN THOMAS AT-LARGE MEMBER 2.00 X 0 0 0 SHAMILLE WHARTON AT-LARGE MEMBER 2.00 X 0 0 0 DAVID ANDREWS AT-LARGE MEMBER 2.00 X 0 0 0 AMNA OSMAN CEO 55.00 X 408752 0 12426 JESSICA HOKE COO 45.00 X 122440 0 11499 ANGELA MURRAY CFAO 45.00 X 137996 0 8741 KASSEM BOURGI MEDICAL DIRECTOR 45.00 X 112959 0 2230 CHARLES ALEXANDER STRATEGY AND DEVELOPMENT DIRECTOR 45.00 X 107025 0 0 RACHEL DAVIS LEAD NURSE PRACTITIONER 45.00 X 109219 0 9027 KRISTIN RAGER MEDICAL DIRECTOR (END 8/2024) 45.00 X 126660 0 5201 1125051 0 49124 7 0 1 0 SHERRARD ROE VOIGHT HARBISON 150 3RD AVE S STE 1100 NASHVILLE TN 37201 LEGAL SERVICES 206611 1 107820 43102123 1715881 44925824 MEDICATION 624100 29951012 29951012 THIRD PARTY BILLING 624100 4788 4788 29955800 242077 242077 36936 0 36936 36936 36936 155290 107820 102028 53262 53262 INSURANCE PROCEEDS 900099 15416 15416 MISCELLANEOUS REFUNDS 900099 3607 3607 19023 75232922 29959407 0 347691 37101805 37101805 777374 296280 481094 5444726 4735270 612177 97279 1094261 877886 210998 5377 444786 347418 95266 2102 108644 108644 42761 42761 57083 57083 2326183 1327046 911356 87781 62699 22203 27977 12519 356448 197041 145501 13906 617987 236800 379023 2164 53138 47656 5080 402 318845 155904 152266 10675 2013 69 1792 152 137832 137832 106888 3662 103226 MEDICATION 22750164 22750164 SPECIAL EVENT EXP. 313756 63300 2350 248106 SUPPLIES 238917 204473 31300 3144 VOLUNTEER INCENTIVES 93154 93154 5170 184 3201 1785 72454634 68517398 3451844 485392 0 0 19545958 21360960 1386261 1873609 1261348 872890 176836 222687 6779096 1759145 4041198 5019951 226279 201386 26637880 29551483 3447521 2548145 9558143 10884277 1541026 1269664 178586 153663 14725276 14855749 X 11727435 14357393 185169 338341 11912604 14695734 26637880 29551483 X 2778288 4842 X 0 1 X 1 1 1 X 35464326 37432970 36767548 39368385 44925824 193959053 35464326 37432970 36767548 39368385 44925824 193959053 193959053 72083 35836 49665 165025 279013 601622 53262 53262 15416 15416 194629353 58999530 0.99660 0.99720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 52434 0 1 89541 141975 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: NASHVILLE CARES IS A MEMBER OF AIDS UNITED, A 501(C)3 ORGANIZATION THAT CONDUCTS LOBBYING AS PART OF ITS ACTIVITIES. NASHVILLE CARES IS A DUES PAYING MEMBER OF THE NASHVILLE CHAMBER OF COMMERCE, NASHVILLE LGBT CHAMBER OF COMMERCE AND THE NASHVILLE BLACK CHAMBER OF COMMERCE. CHIEF EXECUTIVE OFFICER, AMNA OSMAN, CO-CHAIR OF THE PREVENTION COMMITTEE OF AIDS UNITED, AND THE DIRECTOR OF ADVOCACY AND PUBLIC POLICY REPRESENTED NASHVILLE CARES WITH BOTH ORGANIZATIONS. "DIRECT CONTACT" EXPENDITURES INCLUDE STAFF TIME AND TRAVEL COSTS RELATED TO LEGISLATIVE MEETINGS IN TENNESSEE, AND COSTS FOR ANNUAL STATE "DAY ON THE HILL AND A STATE LEGISLATIVE RECEPTION. "OTHER" EXPENDITURES INCLUDED STATE LOBBYIST REGISTRATION FEES AND TAXES PAID FOR STAFF, TIME SPENT BY STAFF IN ACTIVITY PLANNING AND DEVELOPMENT OF RELATED ADVOCACY AND POLICY MATERIALS AND RELATED NON-PERSONNEL EXPENSES (MOBILE PHONE, SUPPLIES, OCCUPANCY COSTS) SUPPORTING SAID ACTIVITY. PART II-B, LINE 1J, LOBBYING ACTIVITIES: THE TOTAL ON THIS LINE INCLUDES THE AMOUNTS PAID FOR PROFESSIONAL LOBBYING SERVICES ON THE 990, PART XI, LINE 11D, IN ADDITION TO OTHER EXPENSES IDENTIFIED BY THE ORGANIZATION AS DIRECT AND OTHER LOBBYING EXPENSES. 795000 795000 4814017 1208926 3605091 689093 331421 357672 480986 218798 262188 5019951 OPERATING LEASE LIABILITY 153663 153663 X 74951905 4842 8030 -293889 -281017 75232922 0 75232922 72168775 8030 8030 72160745 293889 293889 72454634 PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE AGENCY'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS CREDIT CARD REWARDS TO OFFSET EXPENSES 19,867. RECLASS SPECIAL EVENT EXPENSES FOR NONFUNDRAISING EVENTS -313,756. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS CREDIT CARD REWARDS TO OFFSET EXPENSES -19,867. RECLASS SPECIAL EVENT EXPENSES FOR NONFUNDRAISING EVENTS 313,756. DINING OUT FOR LIFE 148290 148290 34711 AIDS WALK 114820 107820 7000 67317 263110 107820 155290 102028 102028 53262 1 FINANCIAL ASSISTANCE FOR MEDICAL INSURANCE, PRESCRIPTION CO-PAYS AND MEDICAL DEDUCTIBLES 6238 35461671 FINANCIAL AND HOUSING ASSISTANCE TO PROVIDE SOCIAL SERVICES TO MEET THE MATERIAL NEEDS OF HIV POSITIVE INDIVIDUALS AND THEIR FAMILIES 2836 704087 PRACTICAL SUPPORT ASSISTANCE INCLUDING ASSISTANCE FOR NUTRITION & TRANSPORTATION 267 893771 PREVENTION AND EDUCATION ASSISTANCE INCLUDING ASSISTANCE FOR HIV, HCV, STI TESTING AND SCREENING, AND HIV EDUCATION 3900 42275 PART I, LINE 2: NASHVILLE CARES GENERAL LEDGER ALLOWS EXPENDITURES TO BE TRACKED BY GRANT. MOST GRANTS REQUIRE MONTHLY REPORTING OF EXPENDITURES TO THE GRANTOR AGENCY, AND THESE REPORTS ARE PREPARED FROM THE GENERAL LEDGER. PRIOR TO THE EXPENDITURES BEING REPORTED IN THE GENERAL LEDGER, AND PRIOR TO THE REPORTS BEING SUBMITTED TO THE OVERSIGHT AGENCIES, MANAGEMENT REVIEWS EXPENDITURES AND REPORTS TO DETERMINE WHETHER EXPENDITURES ARE PROPERLY RECORDED AND REPORTED. X X X 0 0 0 0 0 0 0 0 0 AMNA OSMAN CEO 408752 0 0 0 0 0 0 0 12426 0 421178 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE THAT HAS BROAD AUTHORITY TO MAKE DECISIONS AND IS MADE UP OF THE OFFICERS OF THE BOARD AND THE COMMITTEE CHAIRS. FORM 990, PART VI, SECTION B, LINE 11B NORMALLY, THE 990 IS REVIEWED FOR ACCURACY BY THE CFO AND THE CEO PRIOR TO THE DOCUMENT BEING FINALIZED. THE CFO OR THE CEO SIGNS THE 990 ATTESTING TO THIS REVIEW AND TO ITS ACCURACY. BEFORE THE FILING OF THE 990, THE TREASURER OF THE BOARD REVIEWS THE 990 WITH THE CFO. IF THE TREASURER HAS QUESTIONS/CONCERNS THAT HE WISHES TO PURSUE/DISCUSS BEYOND THE CFO HE IS AT LIBERTY TO DISCUSS THOSE WITH THE AUDIT FIRM RESPONSIBLE FOR PREPARATION OF THE 990. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE FULL FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE ORIENTED AT THE BEGINNING OF THEIR TERMS. THE IMPORTANCE OF IDENTIFYING POTENTIAL CONFLICTS OF INTEREST IS DISCUSSED AS PART OF THIS ORIENTATION. ADDITIONALLY, BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THIS PROCESS IS MONITORED AND ENFORCED BY THE HR DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 PART A: THE BEGINNING SALARY ESTABLISHED FOR THE CEO POSITION WAS DEVELOPED DURING A COMPREHENSIVE SALARY STUDY. THIS STUDY COMPARED OTHER SIMILAR POSITIONS ACROSS MIDDLE TENNESSEE INCLUDING POSITIONS AT 19 OTHER NON-PROFIT ORGANIZATIONS. THIS SALARY WAS SUBSEQUENTLY REVIEWED AND APPROVED BY THE HUMAN RESOURCES COMMITTEE AND SEPARATELY BY THE BOARD OF DIRECTORS. EACH YEAR THE BOARD PRESIDENT AND THE HUMAN RESOURCES COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE CEO AT WHICH TIME ANY ADJUSTMENT IN THE CEO SALARY IS REVIEWED/APPROVED. PART B: NASHVILLE CARES CONDUCTED A COMPREHENSIVE COMPENSATION ANALYSIS STUDY ON SALARIES THAT INCLUDED THE CFO POSITION. THIS STUDY COMPARED OTHER SIMILAR POSITIONS ACROSS MIDDLE TENNESSEE INCLUDING POSITIONS AT OTHER NON-PROFIT ORGANIZATIONS. THIS COMPENSATION ANALYSIS WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. EACH YEAR THE CEO CONDUCTS A PERFORMANCE REVIEW OF THE CFO AT WHICH TIME ANY COMPENSATION INCREASE OF THE CFO IS APPROVED BY THE CEO BASED ON THE PERFORMANCE APPRASIAL POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY IS LISTED ON GIVINGMATTERS.COM ON WHICH EXTENSIVE INFORMATION ABOUT THE ORGANIZATION IS LISTED INCLUDING FINANCIAL INFORMATION AND 990S. THE AGENCY IS ALSO LISTED ON GUIDESTAR.ORG. THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN AGENCY ENDOWMENT FUND 4,842.