2024-09-25T17:00:01-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 912168190 UNITY CARE NORTHWEST UNIT 3602967125 1616 CORNWALL AVENUE 205 BELLINGHAM WA 98225 JODI JOYCE CHIEF EXECUTIVE OFFICER 3602967125 2024-09-24 1 1 KURT BENNION CPA P01469618 4252506100 2024-09-24 2023 2024-08-08 14:25:15Z JODI JOYCE 1616 CORNWALL AVENUE 205 BELLINGHAM WA 98225 58783625 0 X HTTPS://UNITYCARENW.ORG X 2001 WA TO INCREASE THE YEARS OF HEALTHY LIFE IN THE PEOPLE AND COMMUNITIES WE SERVE. 11 11 364 13 0 0 6645473 6926187 35467823 40902716 144181 726967 81908 152488 42339385 48708358 14117 33490 0 0 26272811 29973419 0 0 81456 13534327 15172321 39821255 45179230 2518130 3529128 60224408 62188433 27974064 26184862 32250344 36003571 X OUR MISSION IS TO INCREASE THE YEARS OF HEALTHY LIFE IN THE PEOPLE AND COMMUNITIES WE SERVE. UNITY CARE NW IS A LOCAL, NON-PROFIT HEALTH CARE PROVIDER THAT IS PART OF A NATIONAL NETWORK OF COMMUNITY HEALTH CENTERS. ALSO KNOWN AS A FEDERALLY QUALIFIED HEALTH CENTER, WE WORK TO IMPROVE ACCESS TO HEALTH CARE FOR EVERYONE, REGARDLESS OF INSURANCE STATUS OR ABILITY TO PAY. CREATED BY A COALITION OF COMMUNITY LEADERS, HEALTH PROFESSIONALS, VOLUNTEERS, FAITH-BASED ORGANIZATIONS, AND CONCERNED CITIZENS, UNITY CARE NW HAS BEEN PROVIDING HIGH-QUALITY HEALTH CARE SERVICES FOR OVER 30 YEARS. 0 0 35832026 33490 40902716 UNITY CARE NORTHWEST PROVIDES HIGH QUALITY, PATIENT-CENTERED SERVICES TO THE PEOPLE OF WHATCOM COUNTY REGARDLESS OF ABILITY TO PAY. INTEGRATED CARE TEAMS PROVIDE COMPREHENSIVE COORDINATION OF PRIMARY MEDICAL HEALTH CARE NEEDS, AS WELL AS DENTAL, PHARMACY AND BEHAVIORAL HEALTH SERVICES. DURING 2023, UNITY CARE NORTHWEST PROVIDED SERVICES TO 24,175 UNDUPLICATED PATIENTS AND A TOTAL OF 108,969 VISITS AT THREE CLINIC SITES, WITH 2,360 VISITS PROVIDED VIA TELEHEALTH. OVER 53% OF PATIENTS SERVED LIVE AT OR BELOW 100% OF THE FEDERAL POVERTY LINE AND 87% ARE AT OR UNDER 200% OF THIS SCALE. 35832026 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 35 0 364 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X BONNIE ROSS 3602967125 1616 CORNWALL AVENUE 205 BELLINGHAM WA 98225 SUSAN KRANZPILLER MD MEDICAL DIRECTOR 50.00 0.00 X 309286 0 12559 JODI JOYCE CHIEF EXECUTIVE OFFICER 50.00 1.00 X 290378 0 11783 ELISABETH GEHRINGER DO MEDICAL DOCTOR 40.00 0.00 X 258703 0 10774 COLIN GOGGIN MD MEDICAL DOCTOR 32.00 0.00 X 234504 0 9622 CARRIE SHANE DDS DENTAL DIRECTOR / DENTIST 50.00 0.00 X 223442 0 9123 SHANON HARDIE CHIEF OPERATIONS OFFICER 50.00 0.00 X 225860 0 8516 DONALD BRUNK MD MEDICAL DOCTOR 32.00 0.00 X 212271 0 8804 SHARON JUNGE MD MEDICAL DOCTOR 32.00 0.00 X 215897 0 8657 LISA NELSON CHIEF PHARMACY OFFICER 50.00 0.00 X 205249 0 8463 BONNIE ROSS CHIEF FINANCIAL OFFICER 50.00 1.00 X 203236 0 7851 REBECCA HORA DDS ASSOCIATE DENTAL DIRECTOR 40.00 0.00 X 194800 0 8386 PAM JACOBS BEHAVIORAL HEALTH DIRECTOR 50.00 0.00 X 158625 0 5612 JAMES BROWN PRESIDENT & PAST PRESIDENT 3.00 0.10 X X 0 0 0 JENNIFER MOLDVER VICE PRESIDENT & PRESIDENT 3.00 0.10 X X 0 0 0 CHRIS PHILLIPS SECRETARY & VICE PRESIDENT 3.00 0.00 X X 0 0 0 LIANE KOESTER DIRECTOR & SECRETARY 2.00 0.00 X X 0 0 0 VINCENT FOSTER INTERIM TREASURER & TREASURER 2.00 0.00 X X 0 0 0 TERRY BROWN DIRECTOR 2.00 0.00 X 0 0 0 KIMBERLY BURNS DIRECTOR 1.00 0.00 X 0 0 0 JOHN COFFEY DIRECTOR 1.00 0.00 X 0 0 0 SHANE EVERBACK DIRECTOR (THROUGH JUNE 2023) 1.00 0.00 X 0 0 0 TATIANA STONE DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE STRONG DIRECTOR 1.00 0.00 X 0 0 0 ADAM VAN NESS DIRECTOR 1.00 0.00 X 0 0 0 2732251 0 110150 68 0 1 0 RAM CONSTRUCTION GENERAL CONTRACTORS 4290 PACIFIC HWY SUITE B BELLINGHAM WA 98226 CONSTRUCTION 729330 MSNW GROUP LLC 2257 NORTHGATE SPUR FERNDALE WA 98248 JANITORIAL SERVICES 248189 QUATRIS HEALTHCO LLC PO BOX 4900 UNIT 62 PORTLAND OR 972084900 CONSULTING & EMR SUPPORT 171196 3 36000 6206058 684129 153965 6926187 PATIENT SERVICE REVENUE 624100 40902716 40902716 40902716 783517 783517 10018717 10075267 -56550 -56550 -56550 0 36000 0 0 OTHER REVENUE 812900 152488 152488 152488 48708358 40902716 0 879455 33490 33490 1759458 981883 777575 23101416 19238257 3808058 55101 673179 497123 175162 894 2454538 1782452 669011 3075 1984828 1719687 260720 4421 11874 11874 189392 189392 1984158 1358706 618336 7116 136863 42580 94157 126 846606 390806 454087 1713 1616788 1037308 579480 17702 11489 5681 532 102577 25372 69635 7570 633871 633871 1040029 679095 360934 86135 61135 25000 MEDICAL SUPPLIES 7369591 7349899 19692 TAXES & FEES 438250 22041 415301 908 BAD DEBT EXPENSE 359605 359605 DUES & SUBSCRIPTIONS 145267 88321 56946 193613 152777 40836 45179230 35832026 9265748 81456 28163456 28327244 30211 67676 1872550 2580024 10535400 10535400 138720 262646 969994 1019825 26087676 7228395 17729429 18859281 784648 536337 60224408 62188433 6670238 8508200 7108408 4036996 9416409 9079955 3875109 3745654 903900 814057 27974064 26184862 X 32143205 35911357 107139 92214 32250344 36003571 60224408 62188433 X 3529128 250000 -25901 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 7966 0 0 7966 0 PART II-B, LINE 1: UNITY CARE NORTHWEST LEADERS AND EMPLOYEES PARTICIPATED IN THE STATE'S LEGISLATIVE DAYS, DISCUSSING CURRENT AND PROPOSED LEGISLATION AS IT IMPACTS THE FQHC COMMUNITY. UNITY CARE NORTHWEST LEADERS ALSO MET WITH VARIOUS FEDERAL LEGISLATORS, DISCUSSED CURRENT AND PROPOSED LEGISLATION IMPACTING THE FQHC COMMUNITY, 340B PROGRAM, AND REPRESENTED THE INTERESTS OF FQHC'S. 1300000 1300000 14992103 4804598 10187505 4614751 401568 4213183 2903136 2022229 880907 2277686 2277686 18859281 DUE TO RELATED ORGANIZATION 292916 RIGHT-OF-USE LEASE LIABILITIES 521141 814057 X 47589713 0 47589713 1118645 1118645 48708358 44819625 0 44819625 359605 359605 45179230 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RECOGNIZED THE CENTER AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISION SECTION 501(A) OF THE IRC AS A CENTER DESCRIBED IN SECTION 501(C)(3) AND NOT AS A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE CENTER EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2023 AND 2022, THE CENTER HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE STATE STATUTES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 359,605. CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENT 25,901. CAPITAL CONTRIBUTIONS & GRANTS 733,139. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 359,605. ANNUAL GALA 36000 36000 36000 36000 1 HAND-UP FOR HEALTH PROGRAM 41 10556 BOOK VALUE VARIOUS ITEMS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH EXTEND A HAND 1259 22934 BOOK VALUE PRESCRIPTION SUPPORT PART I, LINE 2: PATIENT ASSISTANCE IS PROVIDED THROUGH RESTRICTED AND GENERAL CONTRIBUTIONS. A REQUESTION FOR CLIENT ASSISTANCE MUST BE SUBMITTED AND APPROVED BY THE SUPERVISOR/MANAGER. PATIENTS MUST QUALIFY AND BE ENROLLED IN THE CASE MANAGEMENT AND PRESCIPTION PROGRAMS TO RECEIVE ASSISTANCE. EACH PURCHASE OR PHARMACY DISCOUNT IS ATTACHED TO THE PATIENT FILE RECEIVING THE SUPPORT. RECORDS ARE MAINTAINED FOR SUPPORT. X X X X X 0 0 0 0 0 0 0 0 0 SUSAN KRANZPILLER MD MEDICAL DIRECTOR 293277 0 16009 0 0 0 0 0 12559 0 321845 0 10415 0 JODI JOYCE CHIEF EXECUTIVE OFFICER 277673 0 12705 0 0 0 0 0 11783 0 302161 0 10968 0 ELISABETH GEHRINGER DO MEDICAL DOCTOR 244181 0 14522 0 0 0 0 0 10774 0 269477 0 9678 0 COLIN GOGGIN MD MEDICAL DOCTOR 223681 0 10823 0 0 0 0 0 9622 0 244126 0 15708 0 CARRIE SHANE DDS DENTAL DIRECTOR / DENTIST 213317 0 10125 0 0 0 0 0 9123 0 232565 0 15380 0 SHANON HARDIE CHIEF OPERATIONS OFFICER 212515 0 13345 0 0 0 0 0 8516 0 234376 0 8185 0 DONALD BRUNK MD MEDICAL DOCTOR 204369 0 7902 0 0 0 0 0 8804 0 221075 0 15528 0 SHARON JUNGE MD MEDICAL DOCTOR 205432 0 10465 0 0 0 0 0 8657 0 224554 0 8210 0 LISA NELSON CHIEF PHARMACY OFFICER 195685 0 9564 0 0 0 0 0 8463 0 213712 0 15672 0 BONNIE ROSS CHIEF FINANCIAL OFFICER 192332 0 10904 0 0 0 0 0 7851 0 211087 0 10798 0 REBECCA HORA DDS ASSOCIATE DENTAL DIRECTOR 185552 0 9248 0 0 0 0 0 8386 0 203186 0 14674 0 PAM JACOBS BEHAVIORAL HEALTH DIRECTOR 143190 0 15435 0 0 0 0 0 5612 0 164237 0 8057 0 A WASHINGTON HEALTH CARE FACILITIES AUTHORITY 911108929 2018-06-22 2614983 REFINANCE SERIES 2009 BONDS 0 0 0 B WASHINGTON HEALTH CARE FACILITIES AUTHORITY 911108929 2022-06-30 7920000 FACILITY ACQUISITION 0 0 0 A 714374 2614983 2614983 2010 1 0 1 1 B 287262 7920000 7920000 2022 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 X 32937 FAIR MARKET VALUE X 7471 121028 INVOICE PRICE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS THE BOARD AND ONE OTHER MEMBER OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE (A) ACTS ONLY AS NECESSARY BETWEEN MEETINGS OF THE BOARD WITH ALL THE POWERS OF THE BOARD AND REPORTS AND PRESENTS FOR RATIFICATION ANY SUCH ACTIONS TO THE BOARD AT THE BOARD'S NEXT MEETING; (B) COORDINATES THE ACTIVITIES OF THE BOARD'S COMMITTEES; (C) ANNUALLY EVALUATES THE CEO'S PERFORMANCE; AND (D) MONITORS THE ORGANIZATION'S COMPLIANCE ACTIVITIES, FINDINGS, AND POLICIES. HOWEVER, THE EXECUTIVE COMMITTEE DOES NOT HAVE AUTHORITY TO BIND THE BOARD OF DIRECTORS OR THE ORGANIZATION ON ANY MATTERS INVOLVING THE PURCHASE OR SALE OF REAL PROPERTY OR THE PURCHASE OR SALE OF EQUIPMENT, FURNITURE OR FIXTURES IN EXCESS OF 1% OF THE ORGANIZATION'S ANNUAL BUDGET. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO AUTHORIZE SUBMITTAL OF GRANT APPLICATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CFO, THE CEO AND BY THE FINANCE COMMITTEE, THEN PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL OFFICERS, DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND KEY EMPLOYEES. UPON JOINING THE ORGANIZATION, AND THEN ANNUALLY THEREAFTER, ALL COVERED INDIVIDUALS SIGN A DETAILED CONFLICT OF INTEREST STATEMENT THAT CLEARLY DEFINES EACH INDIVIDUAL'S RESPONSIBILITY TO DISCLOSE ANY POSSIBLE RELATIONSHIPS OR ARRANGEMENTS THAT COULD RESULT IN A CONFLICT OF INTEREST, AS WELL AS THE PROCEDURE FOR DEALING WITH THESE CONFLICTS IF THEY SHOULD ARISE. IF AN INDIVIDUAL HAS A POTENTIAL CONFLICT OF INTEREST, THEY DISCLOSE THE FACTS TO THE BOARD OR COMMITTEE CHAIR, AS APPROPRIATE. THE BOARD OR COMMITTEE DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL MUST LEAVE THE ROOM FOR ALL DISCUSSIONS AND VOTES ON THE MATTER. CONFLICT OF INTEREST DISCUSSIONS AND RESULTS ARE NOTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A POLICY REGARDING EXECUTIVE DIRECTOR AND KEY EMPLOYEE SALARY AND BENEFITS TO ENSURE THAT COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS, COMPARED AGAINST APPROPRIATE BENCHMARKS AND DOCUMENTED ADEQUATELY. TO ENSURE THAT THERE IS NO CONFLICT OF INTEREST IN THE DECISION MAKING PROCESS, THE EXECUTIVE COMMITTEE HAS ACCESS TO AN INDEPENDENT CONSULTANT TO ASSIST WITH EVALUATING SALARY AND BENEFIT STRUCTURES FOR KEY EMPLOYEES. THE PROCESS LAST INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION IN 2022. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST AND ONLINE AT WWW.GUIDESTAR.ORG, A WEBSITE THAT THE PUBLIC CAN ACCESS TO OBTAIN INFORMATION ABOUT NON-PROFITS. THE FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENT -25,901. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR SELECTING AN INDEPENDENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR. NORTH WHATCOM CLINIC 1616 CORNWALL AVENUE SUITE 205 BELLINGHAM WA 98225 830597273 CONSTRUCT AND HOLD REAL ESTATE WA 501(C)(2) UNITY CARE NORTHWEST 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 NORTH WHATCOM CLINIC K 246250 CASH