2024-05-15T10:50:38-05:00 2023-06-30 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2022-07-01 832339581 WASHINGTON HEALTH INSTITUTE WASH 2025255175 1140 VARNUM STREET NE 203 WASHINGTON DC 20017 JOSE BORDON MD PHD CEO 2025255175 2024-05-15 1 JOSE BORDON MD PHD 999009999 0 KAY VOLLANS CPA P01404047 3015643636 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSE BORDON MD PHD 1140 VARNUM STREET NE 203 WASHINGTON DC 20017 20211338 0 X WWW.DC-WHI.ORG X 2018 DC PROVIDING EXCEPTIONAL PRIMARY AND INFECTIOUS DISEASE SPECIALTY CARE SERVICES WITH A HOLISTIC PREVENTION AND CARE APPROACH. 8 8 40 106 44828 4814 891605 1351095 10616624 18860243 0 0 0 0 11508229 20211338 0 0 0 0 2725620 3624797 0 0 0 9574564 15885793 12300184 19510590 -791955 700748 1607204 8472267 431064 6505250 1176140 1967017 X THE WASHINGTON HEALTH INSTITUTE (WHI) WAS FOUNDED WITH THE MISSION TO IMPROVE THE HEALTH OF OUR COMMUNITY BY PROVIDING EXCEPTIONAL PRIMARY AND INFECTIOUS DISEASES SPECIALTY CARE SERVICES. WE APPROACH THE UNIQUE NEEDS OF EACH PATIENT BY PROVIDING CULTURALLY AND LINGUISTICALLY COMPETENT, HOLISTIC CARE, SUPPORT, AND PATIENT EDUCATION, WHILE PARTICIPATING IN INNOVATIVE RESEARCH THAT ADVANCES THE QUALITY OF LIFE FOR OUR PATIENTS. 0 0 12827313 16670646 340B FUNDING:SECTION 340B OF THE PUBLIC HEALTH SERVICE ACT (1992) REQUIRES DRUG MANUFACTURERS PARTICIPATING IN THE MEDICAID DRUG REBATE PROGRAM TO SIGN A PHARMACEUTICAL PRICING AGREEMENT (PPA) WITH THE SECRETARY OF HEALTH AND HUMAN SERVICES. THIS AGREEMENT LIMITS THE PRICE THAT MANUFACTURERSMAY CHARGE CERTAIN COVERED ENTITIES FOR COVERED OUTPATIENT DRUGS. THE 340B PROGRAM IS ADMINISTERED BY THE FEDERAL HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) IN THE DEPARTMENT OF HEALTH AND HUMAN SERVICES (DHHS). UPON REGISTRATION ON 340B OPAIS (OFFICE OF PHARMACY AFFAIRS INFORMATION SYSTEM), WASHINGTON HEALTH INSTITUTE AGREES TO ABIDE BY SPECIFIC STATUTORY REQUIREMENTS AND PROHIBITIONS, AND MAY ACCESS 340B DRUGS. 2743199 1403027 CLINICAL OPERATIONS:WHI IS PROUD TO PROVIDE EXCEPTIONAL PRIMARY CARE AND INFECTIOUS DISEASES SPECIALTY CARE FOR RESIDENTS IN THE DC, MD, VIRGINIA AREA. WE OFFER CONVENIENT, ON-SITE COMPREHENSIVE TESTING AND TREATMENT FOR PATIENTS WITH SUSPECTED INFECTIOUS DISEASES, INCLUDING HIV, HEPATITIS-C, AND STIS. WE ALSO OFFER PRE-EXPOSURE PROPHYLAXIS (PREP) & POST EXPOSURE PROPHYLAXIS (PEP) TO PREVENT HIV INFECTION. WHI IS A RED CARPET (SAME-DAY) APPOINTMENTS (SAME-DAY) FOR INDIVIDUALS WHO ARE NEWLY DIAGNOSED WITH HIV OR RE-ENGAGING IN HIV CARE REGARDLESS OF ABILITY TO PAY. OUR RYAN WHITE CASE MANAGEMENT TEAM WILL WORK WITH PATIENTS TO PROACTIVELY RESOLVE ANY BARRIERS TO CARE, INCLUDING LACK OF INSURANCE.WE SERVE OVER 8,000 PATIENTS IN THE DMV AREA AND ARE RAPIDLY GROWING.ADDITIONALLY, WHI HAS A WOMEN'S HEALTH, BEHAVIORAL HEALTH, AND WEIGHT MANAGEMENT PROGRAMMING. 1616590 EIS PROGRAM:THE EARLY INTERVENTION SERVICES (EIS) TEAM AT WASHINGTON HEALTH INSTITUTE PROVIDES TARGETED OUTREACH TO RESIDENTS OF THE WASHINGTON, DC AREA AT INCREASED RISK FOR HIV INFECTION. EIS PROVIDES RAPID HIV TESTING, HIV AND SEXUAL HEALTH RISK-ASSESSMENT COUNSELING, AND SAFER-SEX MATERIALS (INCLUDING PREP, PEP, AND SAFER SEX SUPPLIES) TO THOSE SEEKING HIV-PREVENTION SERVICES. ADDITIONALLY, EIS HELPS CONNECT EXISTING WHI PATIENTS TO SERVICES AND RESOURCES AS PART OF ITS NON-MEDICAL CASE MANAGEMENT TEAM TO HELP IMPROVE THE QUALITY OF LIFE AND HOLISTIC HEALTH OF PATIENTS. 943008 741742 RYAN WHITE HOLISTIC CARE PROGRAM:THE RYAN WHITE HOLISTIC CARE PROGRAM ENGAGES INDIVIDUALS WITH ON-SITE SOCIAL WORKERS WHO PROVIDE COMPREHENSIVE PSYCHOSOCIAL ASSESSMENT AND WORKS WITH PATIENTS TO CREATE A UNIQUE TREATMENT PLAN TO ENHANCE THEIR HEALTH AND OVERALL WELLBEING. AS PART OF THE RYAN WHITE PROGRAM, WE OFFER MEDICAL AND NON-MEDICAL CASE MANAGEMENT SERVICES; MEDICATION ADHERENCE COUNSELING; HEALTH INSURANCE NAVIGATION; FREE OR REDUCED COST MEDICINE; REFERRALS FOR TRANSPORTATION, FOOD, FINANCIAL BENEFITS, HOUSING, EMPLOYMENT, SUBSTANCE ABUSE TREATMENT; AND MORE. THE RYAN WHITE HOLISTIC CARE PROGRAM SEEKS TO ADDRESS THE IMPORTANT NEEDS OF PATIENTS OUTSIDE OF JUST MEDICAL TREATMENT TO SUPPORT THE WELL-BEING OF THE WHOLE PERSON.THE DC COHORT GRANT:LED BY THE GEORGE WASHINGTON UNIVERSITY MILKEN INSTITUTE SCHOOL OF PUBLIC HEALTH, THE DC COHORT IS A LONGITUDINAL RESEARCH PROJECT THAT COLLECTS CLINICAL DATA FROM APPROXIMATELY 12,000 CONSENTING PEOPLE WITH HIV RECEIVING CARE AT FIFTEEN HIV CLINICS IN THE DISTRICT OF COLUMBIA. THE DC COHORT IS SPONSORED BY THE NATIONAL INSTITUTE OF HEALTH (NIH) AND THE NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES (NIAID). THE PRIMARY PROJECT GOAL IS TO IMPROVE THE QUALITY OF CARE AND TREATMENT OF PEOPLE WITH HIV RECEIVING CARE AT LARGE CLINICS IN THE DISTRICT OF COLUMBIA. UNDER THE DC COHORT STUDY, THERE ARE SMALLER PROJECTS, INCLUDING THE MOLECULAR EPIDEMIOLOGY SUB-STUDY, COVID-19 SUB-STUDY, PATIENT REPORTED OUTCOMES SUB-STUDY, AND MORE. THE DC COHORT CONTRIBUTES TO THE RESEARCH OF EMERGING ISSUES IN THE PREVENTION, TREATMENT, AND LONG-TERM EFFECTS OF PEOPLE WITH HIV. THE PROJECT'S SCIENTIFIC OBJECTIVES ARE TO CONTRIBUTE TO THE KNOWLEDGE REGARDING PEOPLE WITH HIV AND THEIR TREATMENT THROUGH EVALUATING THE OUTCOMES OF HIV TREATMENT REGIMENTS OVER.CLINICAL TRIALS:WHI STRIVES TO BRING DIVERSITY TO CLINICAL TRIALS BY PROVIDING ACCESS TO UNDER-SERVED AND UNDER-REPRESENTED COMMUNITIES IN THE DC METRO AREA. WHI HAS PARTNERED TO CONDUCT CLINICAL RESEARCH TRIALS WITH MULTIPLE MAJOR PHARMACEUTICAL COMPANIES SUCH AS GILEAD SCIENCES, VIIV, PFIZER, AND BAMERICAN GENE TECHNOLOGIES. IT IS THE HOPE OF WHI THAT BY CONDUCTING CLINICAL RESEARCH WITH UNDER-REPRESENTED AND UNDER-SERVED COMMUNITIES, THE FACE OF MEDICINE AND PHARMACEUTICAL-BASED CARE CAN DIVERSIFY AND CHANGE FOR THE BETTER OF ALL.OTHER PROGRAMS:WHI IS FOCUSED ON OTHER KEY AREAS OF TREATMENT THAT TAKES A HOLISTIC APPROACH TO HEALTH AND PATIENT WELL-BEING. OUR PROGRAMS INCLUDE INFECTIOUS DISEASE CARE, PRIMARY CARE FOR OUR PATIENTS, TELEHEALTH VISITS, PREVENTION OF HIV AND STI'S, ON-SITE PHLEBOTOMY SERVICES, PEER SUPPORT GROUPS FOR PATIENTS, AND A WELLNESS PROGRAM. 943008 741742 18130110 1 1 0 0 0 0 0 0 0 0 1 0 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 14 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X JOSE BORDON MD PHD 2025255175 1140 VARNUM STREET NE 203 WASHINGTON DC 20017 SHAYNA LINOV CHAIR 1.00 X X 0 0 0 THERESA CULLINANE VICE CHAIR 1.00 X X 0 0 0 ROBERT LEVY TREASURER 1.00 X X 0 0 0 JON SCHNEPF SECRETARY 1.00 X X 0 0 0 AYANA ELLIOTT BOARD MEMBER 1.00 X 0 0 0 MELISSA FAGONDE MD BOARD MEMBER 1.00 X 0 0 0 DAVID K NORTH BOARD MEMBER 1.00 X 0 0 0 JAIME QUIROS END 6123 BOARD MEMBER 1.00 X 0 0 0 LYNN STEIN BOARD MEMBER 1.00 X 0 0 0 JOSE BORDON MD PHD CEO, PRESIDENT 40.00 X 244811 0 27599 THEO HODGE JR MD MEDICAL DIRECTOR 40.00 X 171880 0 14562 MICHAEL SHANKLE CHIEF OPERATING OFFICER 40.00 X 102246 0 15437 518937 0 57598 3 0 1 0 RUBINO 6903 ROCKLEDGE DR SUITE 300 BETHESDA MD 20817 ACCOUNTING SERVICES 250828 RENAYE JAMES HEALTHCARE ADVISORS LLC 5950 SYMPHONY WOODS ROAD SUITE 215 COLUMBIA MD 21044 MEDICAL BILLING SYSTEM AND INTERNAL POLI 186758 DAG TECH LLC 2401 PENNSYLVANIA AVE NW 300 WASHINGTON DC 20037 IT SERVICES 172776 KD CONTRACTING 9608 BLOOMING MEADOWS CT HAGERSTOWN MD 21740 CONSTRUCTION SERVICES 131392 MARCIA RILEY 14808 SILVERSTONE DR SILVER SPRING MD 20905 HUMAN RESOURCES CONSULTING 102000 5 1102780 248315 1351095 340B REVENUE 900099 16670646 16670646 PHYSICIAN SERVICE REVE 621110 1403027 1403027 CLINICAL TRIAL REVENUE 621400 741742 741742 AESTHETICS REVENUE 900099 44828 44828 18860243 20211338 18815415 44828 0 918623 613736 304887 2242671 2209163 33508 69139 67968 1171 151159 151159 243205 218783 24422 18426 10984 7442 272828 272828 642087 453508 188579 50864 33808 17056 368048 280594 87454 194192 115904 78288 401440 282281 119159 62766 55462 7304 14664 9749 4915 27712 27712 59451 35439 24012 75600 67380 8220 PHARMACEUTICAL DRUGS 12851174 12851174 MEDICAL SUPPLIES 731229 557706 173523 BAD DEBT EXPENSE 115312 115312 19510590 18130110 1380480 0 759024 411066 296768 257045 266819 4532111 22100 27133 363715 88095 227776 275620 34717 2969292 1607204 8472267 431064 3946642 607457 0 1951151 431064 6505250 X 1176140 1967017 1176140 1967017 1607204 8472267 700748 90129 0 X X 0 1 X 1 1 1 X 33369 594090 572494 891605 1351095 3442653 33369 594090 572494 891605 1351095 3442653 3442653 4814 4814 2674 3822 6496 3453963 46118252 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION'S INITIAL YEAR (2018) WAS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 363715 88095 275620 275620 SECURITY DEPOSIT 34717 GOODWILL 1192708 RIGHT OF USE ASSET 1741867 2969292 LINE OF CREDIT 191298 OPERATING LEASE LIABILITIES 1758629 EMPLOYEE ADVANCES 1224 1951151 X 20211338 0 20211338 0 20211338 19510590 0 19510590 0 19510590 PART X, LINE 2: WHI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, WHI MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF WHI AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS RELATED TO UNCERTAIN TAX POSITIONS IDENTIFIED OR RECORDED AS LIABILITIES AT JUNE 30, 2023 AND 2022. WHI'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER FILING. X 0 0 0 0 0 0 0 1 0 JOSE BORDON MD PHD CEO, PRESIDENT 209811 0 35000 0 0 0 5088 0 22511 0 272410 0 0 0 THEO HODGE JR MD MEDICAL DIRECTOR 143880 0 28000 0 0 0 7302 0 7260 0 186442 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES WERE PAID AS DETERMINED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPLETED BY THE CEO, COO, AND ACCOUNTING FIRM. UPON COMPLETION, IT IS SENT ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS REQUIRED TO BE MADE PUBLIC ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.