2024-02-09T12:34:29-06:00 2023-03-31 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2022-04-01 561004791 ADVANCE COMMUNITY HEALTH INC % ANNIE RICKLEF ADVA 9192502923 1001 ROCK QUARRY RD RALEIGH NC 27610 SCOT MCCRAY CEO 4178658701 2023-12-15 true SCOT MCCRAY 999009999 Krystal K Creach P01248198 4178658701 2 2022 2023-04-26 12:10:37Z SCOT MCCRAY 1001 ROCK QUARRY RD RALEIGH NC 27610 25241008 false X WWW.ADVANCECHC.ORG X 1972 NC ADVANCE COMMUNITY HEALTH PROVIDES QUALITY HEALTH CARE AT EIGHT LOCATIONS TO THE RESIDENTS OF WAKE AND FRANKLIN COUNTY, NC. 11 11 245 11 0 0 6969994 7297017 15917641 17941241 0 0 0 -57099 22887635 25181159 0 0 0 0 12347914 12443671 0 0 93506 7431761 7998464 19779675 20442135 3107960 4739024 18888862 23812798 8720245 8905157 10168617 14907641 X TO DELIVER QUALITY, COMPASSIONATE PRIMARY HEALTH CARE- EVERY PATIENT, EVERY TIME- IN RESPONSE TO THE NEEDS OF OUR COMMUNITIES. false false 9276376 13250365 FAMILY MEDICINE: FAMILY MEDICINE INCLUDES COMPREHENSIVE PRIMARY CARE SERVICES FOCUSED ON PREVENTION, ACUTE AND CHRONIC CARE MANAGEMENT. PROGRAMS INCLUDE ADULT AND SENIOR HEALTH CARE SERVICES, NUTRITION COUNSELING, MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES, CARE MANAGEMENT AND ONSITE PHARMACY SERVICES. PEDIATRICS PROVIDES COMPREHENSIVE CARE FOR NEWBORNS THROUGH AGE 21 INCLUDING PEDIATRIC AND ADOLESCENT PRIMARY CARE, BEHAVIORAL HEALTH, AND NUTRITION COUNSELING. SEE SCHEDULE O FOR MORE INFORMATION. 2475393 4002475 PHARMACY: ACH OPERATES AN ONSITE 340B PHARMACY THAT IS AVAILABLE TO ALL ACH PATIENTS, INCLUDING THE HEALTH CARE FOR THE HOMELESS (HCH) POPULATION BY UTILIZING GRANT FUNDING TO PROVIDE CO-PAY ASSISTANCE TO THE UNINSURED OR UNDERINSURED PATIENTS WHO MAY NOT OTHERWISE BE ABLE TO PAY FOR ESSENTIAL MEDICATIONS. ACH ALSO CONTRACTS WITH LOCAL PHARMACIES TO PROVIDE 340B AND LOW COST MEDICATIONS TO PATIENTS AT OUR OTHER SITES. 1292513 688401 DENTISTRY: THE DENTAL PROGRAM PROVIDES SERVICES FOR PATIENTS OF ALL AGES IN A STATE OF THE ART 10 OPERATORY PRACTICE. OUR SERVICES INCLUDE ORAL HYGIENE, SEALANTS, RESTORATIVE SERVICES AND EXTRACTIONS, CROWN AND BRIDGE WORK, ROOT CANALS, DENTURES AND PARTIALS. WE HAVE A SPECIALIZED PROGRAM THAT ASSURES THAT CHILDREN AND BABIES ARE RECEIVING APPROPRIATE DENTAL CARE FROM THE FIRST TOOTH. 13044282 true true false true false false false false false false true false false true true false false true false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 91 0 true 245 true false false false false false true true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false X ANNIE RICKLEF 9192502923 1001 ROCK QUARRY ROAD RALEIGH NC 27610 JOEL LUTTERMAN MEDICAL DIRECTOR 40.0 0.0 X 255358 0 34046 SCOTT MCCRAY CHIEF EXECUTIVE OFFICER 40.0 0.0 X 219944 0 27285 GLENN FEOLE PHYSICIAN - PEDIATRICS 40.0 0.0 X 204910 0 11689 ZHONGFEI LIANG DENTIST 40.0 0.0 X 197000 0 17197 OMOTUNDE ADEYEMI SENIOR NURSE PRACTITIONER 40.0 0.0 X 148865 0 25689 ANGELA PLUMMER DIRECTOR OF PRIMARY CARE 40.0 0.0 X 155164 0 12619 MERIAH WARD PROVIDER/CLINICAL INFORMAT 40.0 0.0 X 148078 0 16592 ERICA MATHIES CHIEF OPERATIONS OFFICER 40.0 0.0 X 145088 0 15302 AUBREY WILLIAMS CHIEF HR & ORG DEV OFFICER 40.0 0.0 X 137729 0 21745 RHONDA PAYNE CHIEF COMPLIANCE OFFICER 40.0 0.0 X 136136 0 15570 TIFFANY ROBERTSON CFO BEG 05/22 40.0 0.0 X 112586 0 0 STEVEN SHELTON CFO END 05/22 40.0 0.0 X 39835 0 3670 DAVID BELL TREASURER 5.0 0.0 X X 0 0 0 DESIREE BOLLING SECRETARY 5.0 0.0 X X 0 0 0 MARTHA WOLF CHAIR 5.0 0.0 X X 0 0 0 TARA MINTER VICE CHAR 5.0 0.0 X X 0 0 0 HASANI HOOKS TRUSTEE 3.0 0.0 X 0 0 0 MARK MELTON TRUSTEE BEG 03/23 3.0 0.0 X 0 0 0 JAMES TEAGLE III TRUSTEE 3.0 0.0 X 0 0 0 PARRIS SOLOMON TRUSTEE 3.0 0.0 X 0 0 0 ACIE L WARD TRUSTEE 3.0 0.0 X 0 0 0 LAURA E EDWARDS TRUSTEE 5.0 0.0 X 0 0 0 ALECIA TAYLOR TRUSTEE 5.0 0.0 X 0 0 0 1900693 0 201404 24 false true false SPECTRACORP TECHNOLOGIES GROUP INC PO BOX 814409 DALLAS TX 75381 TRANSLATION SERVICES 273135 WELLBOX INC 12574 FLAGLER CENTER BLVD JACKSONVILLE FL 32258 MANAGEMENT SERVICES 220626 OUTPATIENT CALL SOLUTIONS 495 E RINCON ST SUITE 215 CORONA CA 92879 CALL CENTER SERVICES 212748 COMMUNITY LINK CONSULTING INC PO BOX 276 NEWMAN LAKE WA 99025 CONSULTING SERVICES 173804 RMF ENTERPRISES LLC PO BOX 40581 RALEIGH NC 27629 SECURITY 169460 6 53620 7137147 106250 4135 7297017 NET PATIENT SERVICE REVENUE 624100 17829911 17829911 EHR INCENTIVE REVENUE 624100 38288 38288 OTHER REVENUE 900099 73042 73042 17941241 0 0 0 0 0 0 0 8000 53620 59849 -51849 -51849 0 0 0 0 0 0 LOSS ON EQUITY INVESTMENT 900099 -5250 -5250 -5250 25181159 17941241 -57099 0 0 0 0 1164294 441110 723184 0 9510298 7007682 2430134 72482 228615 154455 72322 1838 754360 500933 247752 5675 786104 503552 277186 5366 205626 205626 5623 5623 243061 243061 0 0 0 679507 102140 577367 111555 62183 49372 1665350 873571 783634 8145 948329 122287 826042 0 674996 242282 432714 37728 21030 16698 0 99987 55734 44253 214966 4810 210156 0 1044487 1006765 37722 92966 51821 41145 MEDICAL SUPPLIES & DRUGS 1759671 1759671 LICENSES, DUES, SUBSCRIPTIONS 119535 66631 52904 REPAIRS & MAINTENANCE 62026 34574 27452 RECRUITING & RETENTION 33051 33051 20442135 13044282 7304347 93506 4412049 9768353 1070162 1077813 759651 5405 581916 1201171 0 0 0 0 0 0 337930 430612 225323 151135 16207087 8160529 8894969 8046558 5250 0 0 0 1612 1612 0 0 2600000 3130139 18888862 23812798 1183532 1367801 0 0 352701 352701 0 0 0 0 0 0 7139533 6860800 0 0 44479 323855 8720245 8905157 X 9958754 14736421 209863 171220 10168617 14907641 18888862 23812798 4739024 X false true X true true true X 4807289 4854491 9499842 6969994 7297017 33428633 12382175 14504079 16441879 15917641 17941241 77187015 0 0 0 17189464 19358570 25941721 22887635 25238258 110615648 0 0 0 110615648 0 0 0 0 0 17189464 19358570 25941721 22887635 25238258 110615648 1.00000 1.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false SCHEDULE C, PART II-B, LINE 1I OTHER LOBBYING ACTIVITIES: THE ORGANIZATION PAYS DUES TO THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS AND THE NORTH CAROLINA COMMUNITY HEALTH CENTER ASSOCIATION. A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING. 315000 315000 13238029 6360247 6877782 2654058 1800282 853776 8046558 EST AMT DUE FROM THIRD PTY PYR 2620000 OTHER RECEIVABLES 190907 ROU ASSETS 319232 3130139 0 ROU LIABILITIES 323855 323855 25337401 57750 38643 96393 25241008 -59849 -59849 25181159 20559734 57750 59849 117599 20442135 20442135 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12: $ 38,643 NET ASSETS RELEASED FROM RESTRICTIONS SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ (59,849) FUNDRAISING EXPENSE SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 59,849 FUNDRAISING EXPENSE GALA 61620 53620 8000 0 0 12108 26851 14156 6734 0 61620 53620 8000 0 0 12108 26851 14156 6734 59849 -51849 X X X X false false false false false false false true false JOEL LUTTERMAN MEDICAL DIRECTOR 253479 0 1879 0 0 0 9969 0 24077 0 289404 0 0 0 SCOTT MCCRAY CHIEF EXECUTIVE OFFICER 218077 0 1867 0 0 0 8239 0 19046 0 247229 0 0 0 ERICA MATHIES CHIEF OPERATIONS OFFICER 143139 0 1949 0 0 0 7359 0 7943 0 160390 0 0 0 AUBREY WILLIAMS CHIEF HR & ORG DEV OFFICER 135780 0 1949 0 0 0 5431 0 16314 0 159474 0 0 0 RHONDA PAYNE CHIEF COMPLIANCE OFFICER 134187 0 1949 0 0 0 8058 0 7512 0 151706 0 0 0 GLENN FEOLE PHYSICIAN - PEDIATRICS 203043 0 1867 0 0 0 7606 0 4083 0 216599 0 0 0 ZHONGFEI LIANG DENTIST 156453 0 40547 0 0 0 9258 0 7939 0 214197 0 0 0 ANGELA PLUMMER DIRECTOR OF PRIMARY CARE 137575 0 17589 0 0 0 4947 0 7672 0 167783 0 0 0 MERIAH WARD PROVIDER/CLINICAL INFORMAT 125129 0 22949 0 0 0 3942 0 12650 0 164670 0 0 0 OMOTUNDE ADEYEMI SENIOR NURSE PRACTITIONER 116656 0 32209 0 0 0 929 0 24760 0 174554 0 0 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: THE ORGANIZATION HAS A PROVIDER INCENTIVE PROGRAM THAT IS MADE UP OF THREE COMPONENTS: - PRODUCTIVITY INCENTIVE - STEWARDSHIP INCENTIVE - QUALITY INCENTIVE THE PROVIDER INCENTIVE PLAN APPLIES TO ALL LICENSED INDEPENDENT PRACTITIONERS (LIPS) EMPLOYED BY THE ORGANIZATION, WHICH INCLUDES: - MEDICAL DOCTORS (MD) - DOCTOR OF OSTEOPATHIC MEDICINE (DO) - PHYSICIAN ASSISTANTS (PA) - NURSE PRACTITIONERS (NPS INCLUDING FNP, PNP, PSYCHNP) - DOCTOR OF NURSING PRACTICE (DNP) - DOCTOR OF DENTAL SURGERY (DDS) - DOCTOR OF MEDICINE IN DENTISTRY (DMD) FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS: THE PEDIATRICS PROGRAM INCLUDES WELL CHILD CARE, DENTAL SCREENING DURING WELL CHILD VISITS, IMMUNIZATIONS, MANAGEMENT OF ASTHMA, ALLERGIES AND OBESITY, CONTRACEPTIVE HEALTH AND MENSTRUAL MANAGEMENT, AND PHARMACY SERVICES. HEALTHCARE FOR THE HOMELESS PROGRAM PROVIDES A FULL RANGE OF PRIMARY CARE, MENTAL HEALTH, AND SUBSTANCE ABUSE SERVICES AT THE SOUTHEAST RALEIGH MEDICAL PRACTICE, THE WOMEN'S CENTER IN RALEIGH, NC. IN FY19, WE OPENED OAK CITY CARES, A SERVICE HUB FOR CONNECTING INDIVIDUALS AND FAMILIES AT RISK OF OR EXPERIENCING HOMELESSNESS TO COORDINATED SERVICES THAT CREATE A PATH TO STABLE HOUSING AND RENEWED HOPE. OAK CITY CARES CONTINUES TO PROVIDE SERVICES TO THE HOMELESS TODAY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS INCLUDED IN ITS STANDARDS OF CONDUCT POLICY AND GOVERNING BYLAWS. THE PROCESS OF MONITORING COMPLIANCE WITH THIS POLICY INCLUDES PROVIDING CONFLICT OF INTEREST DISCLOSURE STATEMENTS TO EVERY EMPLOYEE AND BOARD MEMBER. THE DISCLOSURE STATEMENT IS REQUIRED TO BE UPDATED ANNUALLY. THE FOLLOWING DESCRIBES THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AMONG DIFFERENT POSITIONS WITHIN THE ORGANIZATION. - MEMBERS OF, AND CANDIDATES FOR MEMBERSHIP ON, THE BOARD OF TRUSTEES MUST MAKE DISCLOSURES TO THE CHAIR OF THE BOARD OF TRUSTEES. IF THE CHAIR HAS AN INTEREST TO DISCLOSE, HE OR SHE MUST MAKE DISCLOSURE TO THE VICE CHAIR WHO WILL IN TURN BE RESPONSIBLE FOR ADVISING THE BOARD. - THE CEO MUST MAKE DISCLOSURES TO THE CHAIR OF THE BOARD WHO WILL IN TURN BE RESPONSIBLE FOR ADVISING THE BOARD OF SUCH DISCLOSURE. STAFF ENGAGED IN THE AWARD OF ADMINISTRATION OF CONTRACTS MUST MAKE DISCLOSURES IN WRITING TO THE CEO. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED WITH A BOARD MEMBER, THE BOARD MEMBER MAY MAKE A PRESENTATION TO THE BOARD REGARDING WHETHER OR NOT HE OR SHE HAS A CONFLICT OF INTEREST, AND MAY RESPOND TO RELATED QUESTIONS FROM THE BOARD. HOWEVER, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTING ON, WHETHER THE CONFLICT OF INTEREST EXISTS. IF SUCH CONFLICT IS DETERMINED TO EXIST, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED WITH A PERSON WHO IS NOT A BOARD MEMBER, THE CEO SHALL MAKE THE DETERMINATION. FORM 990, PART VI, SECTION B, LINES 15A & 15B EXECUTIVE COMPENSATION REVIEW: THE COMPENSATION OF THE ORGANIZATION'S CEO WAS COMPILED BY THE HR EXECUTIVE USING NATIONAL AND LOCAL DATA FOR SALARY AND BENEFIT COMPARISON. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES ANY COMPENSATION CHANGES BY THE END OF OCTOBER. THE MOST RECENT REVIEW WAS AUGUST 2022. THE COMPENSATION FOR OTHER OFFICERS IS BASED ON BOARD APPROVED SALARY RANGES. THE HR EXECUTIVE USES NATIONAL AND LOCAL COMPARATIVE DATA TO DETERMINE RANGES. RANGES ARE THEN BROUGHT TO THE FINANCE COMMITTEE FOR REVIEW AS PART OF THE BUDGET APPROVAL PROCESS AND THEN TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL. THE MOST RECENT REVIEW WAS DECEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.