2024-05-15T15:49:34-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 232610538 NORTH PHILADELPHIA HEALTH SYSTEM NORT 2157872300 801 W GIRARD AVE PHILADELPHIA PA 19122 DOUG MAIER CFO 2157872300 2024-05-15 1 DOUG MAIER XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE BEHAVIORAL WELLNESS CENTER AT GIRARD GERRI WALKER 801 W GIRARD AVE PHILADELPHIA PA 19122 52857839 0 X WWW.BEWELLCTR.ORG X 1990 PA QUALITY HEALTHCARE THROUGH PREVENTION, EDUCATION AND TREATMENT IN OUR HOSPITAL AND COMMUNITY. 11 10 608 10 0 0 1308335 5276327 42584455 47124227 1114 35916 285987 421369 44179891 52857839 0 0 0 0 29368919 33714028 0 0 0 14833626 17309417 44202545 51023445 -22654 1834394 20532285 63801066 7057812 47186016 13474473 16615050 HEALTH CARE FACILITIES TO PROVIDE QUALITY HEALTHCARE THROUGH PREVENTION, EDUCATION AND TREATMENT IN OUR HOSPITAL AND COMMUNITY, INCLUDING SERVICES AND SPECIAL PROGRAMS FOR PERSONS WITH BEHAVIORAL DISORDERS. 0 0 43795631 0 47124227 THE ORGANIZATION SERVES THE BEHAVIORAL HEALTH NEEDS OF THE NORTH PHILADELPHIA COMMUNITY WHICH INCLUDES SOME OF THE HARDEST HIT NEIGHBORHOODS IN THE COUNTRY FOR THE OPIOID EPIDEMIC. SPECIFICALLY, THE ORGANIZATION PROVIDED: - OVER 21,000 PSYCHIATRIC PATIENT DAYS.- OVER 49,000 DRUG AND ALCOHOL DETOX AND REHAB PATIENT DAYS- DISPENSED OVER 230,000 DOSES OF METHADONE TO CLIENTS IN THE MEDICALLY ASSISTED TREATMENT PROGRAMS.- MAINTAINED OVER 625 CLIENTS ON THE AVERAGE IN OUR OUTPATIENT COUNSELING CLINICS. 43795631 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 608 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X P DOUGLAS MAIER CPA MS - CFO 2157872300 801 W GIRARD AVE PHILADELPHIA PA 19122 GERRI WALKER CEO AND BOARD MEMBER 40.00 0.00 X X 524471 0 6161 REV RALPH E BLANKS CHAIRMAN 2.00 0.00 X X 0 0 0 DOMINIC SABATINI BOARD MEMBER 2.00 0.00 X 0 0 0 HON EUGENE EDWARD J MAIER BOARD MEMBER 2.00 0.00 X 0 0 0 HON FELICE ROWLEY STACK BOARD MEMBER 2.00 0.00 X 0 0 0 FOLASADE OLANIPEKUN-LEWIS BOARD MEMBER 2.00 0.00 X 0 0 0 JAMES J CUORATO BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN W MEACHAM BOARD MEMBER 2.00 0.00 X 0 0 0 MILES LADENHEIM JD MD BOARD MEMBER 2.00 0.00 X 0 0 0 WILLIAM VANORRE BOARD MEMBER 2.00 0.00 X 0 0 0 IDETTE ELIZONDO BOARD MEMBER 2.00 0.00 X 0 0 0 P DOUGLAS MAIER CFO 40.00 0.00 X 307954 0 4089 LAURA BOSTON JONES SVP OF BEHAVIORAL HEALTH 40.00 0.00 X 267052 0 26524 SHARITA BARNETT VP OF HR 40.00 0.00 X 201473 0 17540 WANDA NOLASCO VP OF PATIENT SERVICES 40.00 0.00 X 204135 0 2448 XAVIER BANCROFT COO 40.00 0.00 X 197023 0 31741 DR MONIKA VANSANT PHYSICIAN 40.00 0.00 X 264244 0 0 DR GIRISHKUMAR SHAH PSYCHIATRIST 40.00 0.00 X 277042 0 11052 DR BIANA LIFSCHITZ PSYCHIATRIST 40.00 0.00 X 255113 0 29269 DR SIMON LEUL PSYCHIATRIST 65.00 0.00 X 410085 0 11052 DR ILIA NIKHINSON CHIEF OF PSYCHIATRY 60.00 0.00 X 399173 0 27269 3307765 0 167145 47 0 1 0 PHILADELPHIA PREMIER CATERERS 2401 PENROSE AVENUE PHILADELPHIA PA 19145 DIETARY SERVICES 1903098 LIFE TREE PHARMACY 5 BLUE HERON DRIVE COLLEGEVILLE PA 19426 PHARMACY SERVICES 1035000 WISHLER GROUP 7715 CRITTENDEN STREET SUITE 195 PHILADELPHIA PA 19118 HOUSEKEEPING SERVICES 819576 NETSMART - AVATAR SYSTEM PO BOX 823519 PHILADELPHIA PA 19182 IT SERVICES 536834 LOCUMTENENS 1275 GLENLIVET DR STE 100 ALLENTOWN PA 18106 AGENCY STAFFING 270953 14 73849 4805696 396782 5276327 PATIENT SERVICE REVENUE 621400 47124227 47124227 47124227 35916 35916 22850 73849 0 22850 22850 PAY FOR PERFORMANCE 900099 211000 211000 MISCELLANEOUS INCOME 900099 187519 187519 398519 52857839 47124227 0 457285 X 1988088 1988088 25011934 22826174 2185760 240013 240013 4203761 3766121 437640 2270232 1994557 275675 90000 90000 47200 47200 6864253 6136735 727518 47880 47880 820209 740267 79942 62597 62597 5126583 4956675 169908 99902 86245 13657 807118 807118 1414122 1414122 PHARMACEUTICALS 1111805 1111805 OTHER DIRECT EXPENSES 503658 328916 174742 TRAINING 142260 142260 MEDICAL SUPPLIES 131404 131404 40426 40426 51023445 43795631 7227814 0 7932307 2126526 4201771 2661937 3130208 51683 144601 427249 377438 4070883 2124551 2226412 1946332 198894 233529 7033803 51640661 20532285 63801066 1629748 2131832 0 0 5428064 45054184 7057812 47186016 X 6221015 9450628 7253458 7164422 13474473 16615050 20532285 63801066 X 1834394 1306183 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7023803 140619 7164422 8411957 -1388154 7023803 6819470 1592487 8411957 6943075 -123605 6819470 6479078 463997 6943075 0.00000 1.00000 0.00000 1 0 4070883 2124551 1946332 1946332 NPHS INTEREST IN PERPETUAL TRUSTS 7164422 RIGHT-OF-USE ASSETS 44476239 51640661 OPERATING LEASE LIABILITY 45054184 45054184 54164022 1306183 1306183 52857839 0 52857839 51023445 0 51023445 0 51023445 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO PRODUCE INCOME ON THE FUNDS TO SUPPORT OUR OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 140,619. GAIN ON TRUSTEE SETTLEMENT 1,165,564. 1 1 1 X 1 X 1 0 0 86174 86174 0.00170 49059042 39426960 9632082 0.18880 1377633 1107153 270480 0.00530 50522849 40534113 9988736 0.19580 50522849 40534113 9988736 0.19580 1 1 0 1 1 NORTH PHILADELPHIA HEALTH SYSTEM GIRARD MEDICAL CENTER 801 WEST GIRARD AVENUE PHILADELPHIA PA 19122 WWW.BEWELLCTR.ORG 142360 X PRIVATE PSYCHIATRIC HOSPITAL, RESIDENTIAL AND OUTPATIENT PROGRAMS NORTH PHILADELPHIA HEALTH SYSTEM GIRARD 1 0 0 1 X X X X X X X 21 1 0 0 1 X WWW.BEWELLCTR.ORG 1 22 1 WWW.BEWELLCTR.ORG 0 1 X 200.000000000000 200.000000000000 X X X X X X 1 1 X X X X X 1 X WWW.BEWELLCTR.ORG X WWW.BEWELLCTR.ORG X WWW.BEWELLCTR.ORG X X X X 1 X 0 X X X X 0 X X 0 0 NORTH PHILADELPHIA HEALTH SYSTEM, GIRARD MEDICAL PART V, SECTION B, LINE 3J: NORTH PHILADELPHIA HEALTH SYSTEM HAS COMPLETED A CHNA DURING 2021 AND ADOPTED AN IMPLEMENTATION STRATEGY AT THAT TIME. THE SOURCE OF THE DATA INCLUDED: THE PENNSYLVANIA HEALTH CARE COST CONTAINMENT (HC4), THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NEEDS ASSESSMENT AND THE ORGANIZATION'S OWN INTERNAL DATA. THE CHNA IDENTIFIED THE MEDICAL HEALTH CARE NEEDS OF THE COMMUNITY AND HOW THE ORGANIZATION WAS GOING TO MEET THOSE NEEDS. NORTH PHILADELPHIA HEALTH SYSTEM, GIRARD MEDICAL PART V, SECTION B, LINE 5: NORTH PHILADELPHIA HEALTH SYSTEM HAS COMPLETED A CHNA DURING 2021. THE HOSPITAL WORKED WITH AN MD WHO LIVES IN THE COMMUNITY AND IS ACUTELY AWARE OF THE MEDICAL NEEDS OF ITS INDIVIDUALS. THE HOSPITAL ALSO WORKED WITH A MEMBER OF THE CLERGY WHO IS A PART OF THE COMMUNITY AND SEES THE NEEDS (ESPECIALLY THE ADDICTION NEEDS) OF THE COMMUNITY MEMBERS. DR. CRISTINA VO, MD AND REV. MARK S. KORLEY, WHO LIVE AND WORK IN OUR COMMUNITY BUT NOT FOR OUR HOSPITAL, REVIEWED THE CHNA, AND THEIR QUESTIONS IMPACTED THE DIRECTION OF THE PROJECT. NORTH PHILADELPHIA HEALTH SYSTEM, GIRARD MEDICAL PART V, SECTION B, LINE 11: NORTH PHILADELPHIA HEALTH SYSTEM HAS COMPLETED A CHNA DURING 2021 AND ADOPTED AN IMPLEMENTATION STRATEGY AT THAT TIME. THE ORGANIZATION HAS PURCHASED AN RV WHICH WILL MAKE SCHEDULED STOPS AT LOCATIONS WHERE THE PROPERTY OWNERS ARE INTERESTED IN HELPING THOSE ADDICTED TO DRUGS IN THEIR NEIGHBORHOOD (FOR EXAMPLE, CHURCHES). THE RV WILL PARK AT KNOWN DRUG CORNERS AND ENGAGE INDIVIDUALS WHO ARE SUFFERING FROM ADDICTION PROBLEMS. THE TEAM MEMBERS ARE TRAINED ON HOW TO ENGAGE THOSE INDIVIDUALS AND SHOW THEM THE OPTIONS FOR TREATMENT. IF THE INDIVIDUAL AGREES, THEY WILL BE TRANSPORTED TO FACILITIES (NOT NECESSARILY OURS) FOR TREATMENT. AS THE RV PICKS UP CLIENTS WHO HAVE SUBSTANCE USE DISORDER NEEDS (SUB) AND AS THE ORGANIZATION CONTACTS CLIENT REFERRAL SOURCES IN THE PROVIDER'S COMMUNITY, THE PROVIDER WILL CREATE MORE CAPACITY TO CARE FOR THAT INCREASED SERVICE NEED.ADDITIONALLY, THE ORGANIZATION HAS ORGANIZED OPEN HOUSE EVENTS AND SPONSORED INDIVIDUALS TO PARTICIPATE IN EVENTS THAT ARE DESIGNED TO CREATE COMMUNITY AWARENESS OF DRUG AND ALCOHOL AND MENTAL ILLNESS COMMUNITY NEEDS. NORTH PHILADELPHIA HEALTH SYSTEM, GIRARD MEDICAL PART V, SECTION B, LINE 13H: MOST PATIENTS WOULD QUALIFY FOR MEDICAL ASSISTANCE IN PENNSYLVANIA OR THE CITY PROGRAM BHSI FOR THE DRUG AND ALCOHOL PROGRAMS. TIME PAYMENTS AT A DISCOUNTED RATE CAN ALSO BE SET UP WHEN NEEDED. NORTH PHILADELPHIA HEALTH SYSTEM, GIRARD MEDICAL PART V, SECTION B, LINE 15E: MEDICAL ASSISTANCE APPLICATIONS ARE SUBMITTED ONLINE BY THE MA COORDINATOR IN THE BUSINESS OFFICE WITH THE INFORMATION GIVEN BY THE PATIENT OR CLIENT, WITH THE SUPPORTING DOCUMENTATION SUCH AS IDENTIFICATION, SOURCE OF INCOME AND PROOF, RESIDENCE, NUMBER OF FAMILY NUMBERS, AND BIRTH CERTIFICATE BEING ATTACHED TO THE APPLICATION. IF THE APPLICATION IS DENIED, THE MA COORDINATOR WILL APPEAL THE REJECTION AT THE FIRST AND SECOND LEVEL OF APPEAL. PART I, LINE 7: THE ORGANIZATION SHOWS A VERY SMALL COMMUNITY BENEFIT BASED ON FREE CARE AS BHSI PICKS UP THE COVERAGE FOR ALL INDIVIDUALS WHO APPLY FOR MA IN THE FIRST FEW WEEKS UNTIL THEY ARE APPROVED FOR MA. ONCE APPROVED, CBH, THE BEHAVIORAL HEALTH HMO FOR MA IN PHILADELPHIA COUNTY, INSURES THE CLIENTS. WE ONLY HAVE A SMALL UNINSURED POPULATION WHO ARE CLIENTS WHO ARE NOT APPROVED OR THE SMALL PERCENTAGE OF MEDICALLY ASSISTED TREATMENT (MAT) O/P PATIENTS WHO ARE SELF-PAY AND DO NOT PAY. PART III, LINE 2: THE ORGANIZATION USES A COST TO CHARGE RATIO TO DETERMINE BAD DEBT EXPENSE. THE ORGANIZATION BUDGETS A FLAT 1% FOR BAD DEBTS DUE TO DENIALS AND SELF PAYS WHO DO NOT PAY. THIS AMOUNT IS VERY LOW/ZERO FOR HEALTHCARE PROVIDERS DUE TO THE ARRANGEMENT WITH BHSI WHO COVERS UNINSURED INDIVIDUALS WHILE THEY APPLY FOR MA COVERAGE. PART III, LINE 3: THE ORGANIZATION USES A COST TO CHARGE RATIO FOR BAD DEBT CHARGES. PART III, LINE 4: THERE WAS NO SPECIFIC FINANCIAL STATEMENT NOTE WHICH REFERENCED BAD DEBT EXPENSE. PART III, LINE 8: THE ORGANIZATION DID NOT RECEIVE ANY MEDICARE INCOME DURING THE YEAR. PART VI, LINE 2: THE MANAGEMENT TEAM PERFORMS AN ANNUAL PLANNING RETREAT WHERE THE COMMUNITY NEEDS ARE REVIEWED TO DETERMINE IF NEW SERVICES OR ALTERATIONS TO CURRENT SERVICES ARE NEEDED. ADDITIONALLY, THE ORGANIZATION IS IN FREQUENT CONTACT WITH OUR REGULATORY AND INSURANCE CONTACTS FOR ANY ADDITIONS OR MODIFICATION THAT THEY WOULD LIKE. PART VI, LINE 3: EMPLOYEES PERSONALLY SPEAK TO EVERY UNINSURED OR UNDERINSURED PERSON WHILE IN-HOUSE ABOUT THE PATIENT'S INSURANCE COVERAGE AND ASK THEM TO APPLY FOR MEDICAL ASSISTANCE OR BHSI COVERAGE THROUGH THE CITY OF PHILADELPHIA. PART VI, LINE 4: THE ORGANIZATION SERVES THE LOWER NORTH PHILADELPHIA REGION WHICH IS COMPRISED OF A LOWER INCOME AND DIVERSE MARKET. THE COMMUNITY, UNDERSERVED AND UNDERINSURED, IS ONE OF THE POOREST NEIGHBORHOODS IN PHILADELPHIA. THE REGION IS PLAGUED BY DRUG USAGE AND THE CITY OF PHILADELPHIA AS A WHOLE EXPERIENCES 3.5 OVERDOSE DEATHS PER DAY AND 86 PERCENT INVOLVE OPIOIDS. THE ORGANIZATION IS ONE OF THE LARGEST LOCAL PROVIDERS OF DETOX AND REHAB SERVICES FOR THESE CLIENTS. PART VI, LINE 5: NPHS ACCEPTS ALL PATIENTS REGARDLESS OF INSURANCE, BUT THERE ARE FUNDING OPTIONS FOR PENNSYLVANIA RESIDENTS WITHOUT HEALTH INSURANCE. THE CRISIS REFERRAL SERVICES KNOW THAT THEY CAN COUNT ON NPHS TO ACCEPT THEIR REFERRALS REGARDLESS OF THE PATIENT'S INSURANCE.THE ORGANIZATION HAS ACQUIRED AN RV WHICH WILL MAKE SCHEDULED STOPS AT LOCATIONS WHERE THE PROPERTY OWNERS ARE INTERESTED IN HELPING THOSE ADDICTED TO DRUGS IN THEIR NEIGHBORHOOD (FOR EXAMPLE, CHURCHES). ADDITIONALLY, THE ORGANIZATION HAS ORGANIZED OPEN HOUSE EVENTS AND SPONSORED INDIVIDUALS TO PARTICIPATE IN EVENTS THAT ARE DESIGNED TO CREATE COMMUNITY AWARENESS OF DRUG AND ALCOHOL AND MENTAL ILLNESS COMMUNITY NEEDS. X X X X X 0 0 0 0 0 0 0 0 0 GERRI WALKER CEO AND BOARD MEMBER 524471 0 0 0 0 0 6161 0 0 0 530632 0 0 0 DR ILIA NIKHINSON CHIEF OF PSYCHIATRY 399173 0 0 0 0 0 0 0 27269 0 426442 0 0 0 DR SIMON LEUL PSYCHIATRIST 410085 0 0 0 0 0 1160 0 9892 0 421137 0 0 0 P DOUGLAS MAIER CFO 307954 0 0 0 0 0 4089 0 0 0 312043 0 0 0 LAURA BOSTON JONES SVP OF BEHAVIORAL HEALTH 267052 0 0 0 0 0 3593 0 22931 0 293576 0 0 0 DR GIRISHKUMAR SHAH PSYCHIATRIST 277042 0 0 0 0 0 1160 0 9892 0 288094 0 0 0 DR BIANA LIFSCHITZ PSYCHIATRIST 255113 0 0 0 0 0 0 0 29269 0 284382 0 0 0 DR MONIKA VANSANT PHYSICIAN 264244 0 0 0 0 0 0 0 0 0 264244 0 0 0 XAVIER BANCROFT COO 197023 0 0 0 0 0 2472 0 29269 0 228764 0 0 0 SHARITA BARNETT VP OF HR 201473 0 0 0 0 0 2500 0 15040 0 219013 0 0 0 WANDA NOLASCO VP OF PATIENT SERVICES 204135 0 0 0 0 0 2448 0 0 0 206583 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 P. DOUGLAS MAIER AND HON. EUGENE EDWARD J. MAIER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL REVIEW THE FORM 990 IN ITS ENTIRETY AND SHARE THE FULL RETURN WITH THE BOARD PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST FORMS ARE DISTRIBUTED TO BOARD MEMBERS AND ARE REQUIRED TO BE SIGNED BY EACH PERSON. BOARD MEMBERS AND OFFICERS SHALL DISCLOSE THEIR INTEREST IN ANY BUSINESS OR IN MATTERS THAT MAY OR WILL AFFECT THEM EITHER DIRECTLY OR INDIRECTLY. THE CONFLICT OF INTEREST POLICY EXPRESSLY INCLUDES FAMILY AND BUSINESS RELATIONSHIPS. IF A CONFLICT ARISES, THE CONFLICT IS DOCUMENTED AND THE PERSON HAS NO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND DETERMINED BY THE COMPENSATION COMMITTEE. A CONTRACTED FIRM COMPARES SALARIES WITH SIMILAR ORGANIZATIONS TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. 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 IX, LINE 11G AGENCY STAFFING: PROGRAM SERVICE EXPENSES 1,015,274. MANAGEMENT AND GENERAL EXPENSES 42,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,057,896. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 76,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,311. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 76,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,315. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 595,261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 595,261. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,045,146. MANAGEMENT AND GENERAL EXPENSES 13,324. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,058,470. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 140,619. GAIN ON TRUSTEE SETTLEMENT 1,165,564.