2023-12-22T11:58:57-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-07-01 560621073 CARE RING INC CARE 7043750172 601 EAST 5TH STREET 140 CHARLOTTE NC 28202 PHILIP A POLEY BOARD CHAIR 7043750172 2023-12-20 1 PHILIP POLEY 999009999 0 JOHN NORMAN P01506766 7049985200 2023-12-20 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHILIP A POLEY 601 EAST 5TH STREET 140 CHARLOTTE NC 28202 5427895 0 X WWW.CARERINGNC.ORG X 1955 NC TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 20 20 97 1600 0 0 4381887 4959153 454449 465672 1275 2946 582145 124 5419756 5427895 0 0 0 0 4415769 4750068 0 0 316493 897414 1176334 5313183 5926402 106573 -498507 3510598 2625929 986793 582922 2523805 2043007 X TO EMPOWER INDIVIDUALS WITH LIMITED RESOURCES TO ESTABLISH AND MAINTAIN GOOD HEALTH. 0 0 2197092 THE ORGANIZATION'S NURSE-FAMILY PARTNERSHIP (NFP) PROGRAM IS AN EVIDENCE-BASED, INTENSIVE NURSE HOME-VISITATION PROGRAM FOR HIGH RISK, LOW-INCOME MOTHERS IN MECKLENBURG COUNTY. VALIDATED BY NEARLY 40 YEARS OF RESEARCH, INCLUDING MULTIPLE RANDOMIZED-CONTROLLED TRIALS, NFP IS A PROVEN MODEL THAT BREAKS THE CYCLE OF POVERTY BY IMPROVING PREGNANCY OUTCOMES, IMPROVING CHILD HEALTH AND DEVELOPMENT, AND INCREASING THE ECONOMIC SELF-SUFFICIENCY OF THE FAMILY. THE ORGANIZATION'S NFP PROGRAM HAS SERVED 880 MOTHERS AND BABIES DURING THE YEAR THAT ENDED JUNE 30, 2023 AND 738 MOTHERS AND BABIES DURING THE YEAR THAT ENDED ON JUNE 30, 2022. 1146968 260557 THE CLINIC OFFERS AN ARRAY OF PRIMARY CARE AND SERVICES TO THE UNINSURED AND UNDERINSURED IN THE COMMUNITY. THE CLINIC PROVIDES HIGH-QUALITY PREVENTATIVE CARE AND HAS A SPECIAL FOCUS ON PROVIDING CHRONIC DISEASE MANAGEMENT THAT IMPROVES PATIENT MEDICATION COMPLIANCE AND ELIMINATES UNNECESSARY UTILIZATION OF THE EMERGENCY ROOM. TRACKING CLINICAL INDICATORS FOR CHRONIC DISEASE (INCLUDING DIABETES, HYPERTENSION AND HYPERLIPIDEMIA) SHOWS THAT BETWEEN A PATIENT'S FIRST AND LAST VISIT TO THE CLINIC, APPROXIMATELY THREE-QUARTERS OF CHRONIC DISEASE PATIENTS SERVED IN THE CLINIC DEMONSTRATE AT LEAST A 10% IMPROVEMENT IN ONE OR MORE CLINICAL INDICATORS (HEMOGLOBIN A1C, DIASTOLIC BLOOD PRESSURE, HEMOGLOBIN A1C AND/OR TOTAL CHOLESTEROL). THE ORGANIZATION'S LOW-COST CLINIC PROVIDED CARE TO 2,039 AND 1,911 PATIENTS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, RESPECTIVELY. 661120 CASE MANAGEMENT: CENTRAL TO THE ORGANIZATION'S SUCCESS IS ITS ATTENTION TO SOCIAL DETERMINANTS OF HEALTH, WHICH ARE HUMAN AND SOCIO-ECONOMIC FACTORS (FOOD/HOUSING INSECURITY, LANGUAGE BARRIERS, ETC.) THAT ARE OFTEN OUTSIDE THE SCOPE OF CARE FOR MOST CLINICAL PROVIDERS. CARE RING'S CASE MANAGEMENT TEAM IS COMPRISED OF REGISTERED NURSES AND BILINGUAL SOCIAL WORKERS. PATIENTS/CLIENTS ARE SCREENED AND THOSE WITH EXCEPTIONAL HEALTHCARE AND/OR SOCIO-ECONOMIC NEEDS ARE REFERRED FOR CASE MANAGEMENT INTERVENTIONS. THIS MAY INCLUDE MEDICATION MANAGEMENT AND DISEASE-SPECIFIC COUNSELING BY OUR NURSE CASE MANAGERS. SOCIAL WORKERS PROVIDE INVALUABLE GUIDANCE AND SUPPORT WHILE MAKING DIRECT REFERRALS TO COMMUNITY ORGANIZATIONS THAT CAN PROVIDE RELIEF FOR CRITICAL UNMET NEEDS. THE CASE MANAGEMENT TEAM PROVIDES 2,000+ PATIENTS A YEAR WITH WRAP-AROUND SUPPORT, GIVING THEM TOOLS AND CONNECTING THEM WITH RESOURCES NEEDED TO OVERCOME BARRIERS AND ACHIEVE BETTER HEALTH AND OVERALL WELL-BEING. 590590 A GUIDED JOURNEY IS A MATERNAL-CHILD HEALTH INITIATIVE THAT EMPLOYEES RESIDENTS LIVING IN SIX PRIORITY HEALTH ZIP CODES TO SERVE AS COMMUNITY HEALTH WORKERS. THESE INDIVIDUALS WORK IN THEIR OWN COMMUNITIES TO EDUCATE AND SUPPORT PREGNANT AND NEW MOMS, PROVIDING INFORMATION, GUIDANCE AND CONNECTION TO NEEDED RESOURCES. A GUIDED JOURNEY IS A COMPLEMENT TO NFP AND DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, SERVED 481 AND 286 FAMILIES, RESPECTIVELY, WHO MAY HAVE NOT QUALIFIED FOR OR NEEDED THE INTENSIVE, LONG-TERM SUPPORT PROVIDED THROUGH NFP. 541052 205115 THE ORGANIZATION'S PHYSICIANS REACH OUT PROGRAM (PRO) PROVIDES THE UNINSURED WITH ACCESS TO COMPREHENSIVE HEALTH CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LABS, DIAGNOSTIC TESTS AND HOSPITALIZATION. FOR EVERY DOLLAR INVESTED IN PRO, THE ORGANIZATION LEVERAGES $100 IN DONATED CARE PROVIDED BY APPROXIMATELY 1,600 VOLUNTEER PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. FOR THE YEAR ENDED JUNE 30, 2023, PRO PROVIDED APPROXIMATELY $67.5 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 5,479 PATIENTS ENROLLED IN THE PROGRAM. FOR THE YEAR ENDED JUNE 30, 2022, PRO PROVIDED APPROXIMATELY $46.3 MILLION IN DONATED MEDICAL AND DENTAL SERVICES TO 5,441 PATIENTS ENROLLED IN THE PROGRAM. 1131642 205115 5136822 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 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 0 0 0 0 1 13 0 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ASCEND NONPROFIT SOLUTIONS INC 7049439633 601 E 5TH STREET SUITE 450 CHARLOTTE NC 28202 ANABEL PANIAGUA-DOYLE BOARD MEMBER 1.00 X 0 0 0 ANDREA WAGES BOARD MEMBER 1.00 X 0 0 0 ANDREW BRADSHAW BOARD MEMBER 1.00 X 0 0 0 CHASTY UNDERWOOD BOARD MEMBER 1.00 X 0 0 0 DEAN F CIKINS BOARD MEMBER 1.00 X 0 0 0 DR SAM LONG BOARD MEMBER 2.00 X 0 0 0 DR SHERRY SAXONHOUSE BOARD MEMBER 1.00 X 0 0 0 FELICIA BARNES BOARD MEMBER 1.00 X 0 0 0 HEIDI HENDERSON BOARD MEMBER 1.00 X 0 0 0 MARK A MARKIEWICZ PAST CHAIR 2.00 X X 0 0 0 MICHAEL TOMSIC VICE-CHAIR 2.00 X X 0 0 0 MORGAN HINTON BOARD MEMBER 1.00 X 0 0 0 PHILIP A POLEY CHAIR 2.00 X X 0 0 0 SALIM UQDAH BOARD MEMBER 1.00 X 0 0 0 STEPHANIE APPLING BOARD MEMBER 1.00 X 0 0 0 JEWEL GREYWOODE MD BOARD MEMBER 1.00 X 0 0 0 CARMEN HOOKER BOARD MEMBER 1.00 X 0 0 0 PETER STIPICEVIC BOARD MEMBER 1.00 X 0 0 0 WILLIAM W HADLEY BOARD MEMBER 2.00 X 0 0 0 ZACHARY S LANDRY BOARD MEMBER 1.00 X 0 0 0 TCHERNAVIA MONTGOMERY EXECUTIVE DIRECTOR 40.00 X 135019 0 23578 135019 0 23578 1 0 1 0 0 31318 3385519 1542316 4959153 PROGRAM SERVICE FEES 900099 465672 465672 465672 2946 2946 MISCELLANEOUS 900099 124 124 124 5427895 465672 0 3070 171421 70283 85711 15427 3627925 3252265 179850 195810 84512 74534 5679 4299 576590 536724 28532 11334 289620 255416 19462 14742 376704 255335 85049 36320 125828 105011 16921 3896 7556 2234 5322 24049 14390 1558 8101 151562 143983 2274 5305 35640 35387 67 186 201865 171736 18592 11537 20936 9658 11278 36113 34177 599 1337 SUPPLIES EXPENSE 67023 58841 7507 675 PROGRAM ASSISTANCE 52415 52194 221 COMMUNICATION 40565 37198 2793 574 EQUIPMENT RENTAL 29114 25978 1729 1407 6964 3712 3252 5926402 5136822 473087 316493 1769104 941106 190883 190952 403488 138850 419680 382364 64308 60520 317853 262818 67971 55035 330112 306879 265052 550223 3510598 2625929 986793 288806 0 294116 986793 582922 X 1357318 1353015 1166487 689992 2523805 2043007 3510598 2625929 -498507 17709 0 X X 0 1 X 1 1 1 X 3009022 4118952 3665382 4360981 4959153 20113490 3009022 4118952 3665382 4360981 4959153 20113490 347235 19766255 3968 18972 5753 1276 2946 32915 581452 584782 124 1166358 21312763 1810052 0.92740 0.91920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 581,400. 2021 AMOUNT: $ 582,425. MISCELLANEOUS - 2020 AMOUNT: $ 52. 2021 AMOUNT: $ 2,357. 2022 AMOUNT: $ 124. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 330112 20195 40942 2486 306879 369156 -36122 2922 330112 284535 87162 2541 369156 287651 -818 2298 284535 304857 12009 26786 2429 287651 1.00000 1 0 213499 170980 42519 104354 91838 12516 55035 COMMUNITY FOUNDATION ACCOUNT 306879 F 306879 OTHER RECEIVABLES 4107 RIGHT OF USE ASSET 546116 550223 RIGHT OF USE LIABILITY 294116 294116 X 73097744 17709 67652140 67669849 5427895 0 5427895 73578542 67652140 67652140 5926402 0 5926402 PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION IS A NORTH CAROLINA NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ADDITIONALLY, MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL. STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAXES. U.S. GAAP REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT OR EXPENSE FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAT NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 OR 2022. X X X 0 0 0 0 0 0 0 0 0 TCHERNAVIA MONTGOMERY EXECUTIVE DIRECTOR 135019 0 0 0 0 0 0 0 23578 0 158597 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, THE VICE CHAIRMAN, THE SECRETARY, THE TREASURER, THE IMMEDIATE PAST CHAIRMAN AND OTHER SUCH MEMBERS OF THE BOARD OF DIRECTORS AS MAY BE APPOINTED BY THE CHAIRMAN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE INTERNAL COMMITTEE PRIOR TO BEING FILED WITH THE IRS. THE BOARD OF DIRECTORS WILL ALSO RECEIVE A COPY OF THE 990 PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EFFECTIVELY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THAT IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CARE RING EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, THE VICE CHAIR, TREASURER, SECRETARY, THE EXECUTIVE COMMITTEE CHAIR, AND THE HUMAN RESOURCES DIRECTOR (NON-VOTING). THE COMMITTEE FIRST MEETS TO CONFIRM THE GOALS AND CONSIDER COMPENSATION. THE COMMITTEE USES THREE SALARY SURVEY SOURCES (ASCEND PEER ANALYSIS, NON-PROFIT TIMES, AND EMPLOYER'S ASSOCIATION) TO BENCHMARK COMPENSATION FOR THE POSITION. IN ADDITION TO THE SALARY SURVEY DATA, THE COMMITTEE CONSULTS THE ANNUAL BUDGET PREPARED BY THE TREASURER AND THE CONTROLLER. THE ANNUAL BUDGET CONTAINS A DETAILED SCHEDULE OF COMPENSATION FOR EMPLOYEES AND THE EXECUTIVE DIRECTOR. ONCE THE COMMITTEE REACHES A CONSENSUS REGARDING PERFORMANCE, IT DISCUSSES COMPENSATION RELATIVE TO THE ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS FOR REVIEW AND APPROVAL DURING AN EXECUTIVE SESSION AT THE BOARD MEETING. THE EXECUTIVE DIRECTOR IS NOT PRESENT FOR THE SESSION. FOLLOWING THE EXECUTIVE SESSION, THE BOARD CHAIR INFORMS THE EXECUTIVE DIRECTOR OF THE BOARD'S COMPENSATION DECISION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.