2024-09-24T08:14:04-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 WASHINGTON STREET EAST CHARLESTON WV 25301 990 2023-01-01 550539692 QUALITY INSIGHTS INC QUAL 3043469864 3001 CHESTERFIELD AVENUE CHARLESTON WV 25304 LISA R DYE CFO 3043469864 2024-09-23 1 0 DOLORES ROSE P01286262 3043460441 2024-09-23 2023 2024-08-08 14:25:15Z LISA R DYE 3001 CHESTERFIELD AVENUE CHARLESTON WV 25304 34091618 0 X WWW.QUALITYINSIGHTS.ORG X 1973 WV WE BRING PEOPLE AND INFORMATION TOGETHER TO IMPROVE HEALTH AND HEALTHCARE. 5 5 186 42 0 0 16289464 17448846 11266575 11063245 404854 1218459 579 119 27961472 29730669 0 111351 0 0 16155074 17995999 0 0 0 10227055 10749206 26382129 28856556 1579343 874113 37952421 40745125 3407557 3742016 34544864 37003109 WE BRING PEOPLE AND INFORMATION TOGETHER TO IMPROVE HEALTH AND HEALTHCARE. 0 0 28452934 111351 11063364 THE ORGANIZATION PROVIDES EDUCATIONAL AND QUALITY IMPROVEMENT PROGRAMS, DATA COLLECTION AND VALIDATION, AND ANALYSIS TO HEALTH CARE PROVIDERS, FACILITIES, AND RELATED ENTITIES PARTICIPATING IN MEDICARE, VETERANS HEALTH ADMINISTRATION AND OTHER GOVERNMENTAL HEALTH CARE PROGRAMS. THE ORGANIZATION ALSO OFFERS TECHNICAL ASSISTANCE, COLLABORATION, TOOLS, RESOURCES AND OUTREACH TO HEALTH CARE PROVIDERS, CLINICIANS AND CONSUMERS IN PARTNERSHIP WITH GOVERNMENT AND COMMUNITY ORGANIZATIONS. 28452934 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 186 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WV DE X LISA R DYE 3043469864 3001 CHESTERFIELD AVENUE CHARLESTON WV 25304 DANIEL LAUFFER CHAIRMAN 1.00 X X 2100 0 0 KATHLEEN MERRILL VICE CHAIRMAN 1.00 X X 825 0 0 TIMMY NELSON SECRETARY/TREASURER 1.00 X X 4250 0 0 REBECCA SCHMIDT DIRECTOR 1.00 X 1050 0 0 EVAN NORFOLK DIRECTOR 1.00 X 1175 0 0 MARY CANNON DIRECTOR 1.00 X 550 0 0 PAUL CONWAY DIRECTOR 1.00 X 225 0 0 SVEN BERG CHIEF EXECUTIVE OFFICER 42.00 X 460821 0 36685 LISA DYE CHIEF FINANCIAL OFFICER 47.00 X 218331 0 55587 AARON SPURLOCK CHIEF OPERATING OFFICER 45.00 X 248864 0 60564 CHRISTOPHER BROWN PROGRAM DIRECTOR 45.00 X 174626 0 52499 NATHAN GIBSON CHIEF INFORMATION OFFICER 43.00 X 169643 0 50809 ANNA SITES PROGRAM DIRECTOR 41.00 X 151338 0 28291 JILL MANNA DIRECTOR OF ANALYTIC RESOURCES 42.00 X 155496 0 47788 ANGELA GRAHAM CONTROLLER 47.00 X 156250 0 48403 BIDDY SMITH TASK ORDER DIRECTOR 42.00 X 138075 0 28917 BRANDY VINSON PROGRAM DIRECTOR 44.00 X 137110 0 45863 JEAN STORM MEDICAL DIRECTOR 40.00 X 259009 0 1009 2279738 0 456415 33 0 1 0 REAL TIME MEDICAL SYSTEMS LLC PO BOX 645852 PITTSBURGH PA 152645256 CONSULTANT 585000 1 17197199 251647 17448846 CONTRACT REVENUE 541900 11063245 11063245 11063245 783646 783646 4795762 4360949 434813 434813 434813 MISCELLANEOUS REVENUE 900099 119 119 119 29730669 11063364 0 1218459 X 111351 111351 1718235 406755 1311480 12315417 9762464 2552953 1008835 823104 185731 1927453 1448303 479150 1026059 735509 290550 59526 59526 71920 71920 94858 94858 8066600 7820570 246030 337661 97735 239926 510507 7081 503426 293008 1474 291534 360150 161708 198442 197611 25212 172399 116329 739 115590 88961 88961 CONTINUING EDUCATION 193826 172909 20917 DUES & SUBSCRIPTIONS 134111 15641 118470 RECRUITING 98523 98523 ALLOCATION OF G&A EXPEN 0 6833027 -6833027 125615 29352 96263 28856556 28452934 403622 0 7154740 7067048 5868236 6406341 4123716 4164985 600443 743159 3540256 3071324 477650 468932 19713123 21889883 14513 4777 37952421 40745125 2901652 3275387 491392 461852 14513 4777 3407557 3742016 X 33955208 36437125 589656 565984 34544864 37003109 37952421 40745125 874113 1584132 0 X 0 1 X 1 1 1 X 20840722 12100525 12655598 16289464 17448846 79335155 20840722 12100525 12655598 16289464 17448846 79335155 79335155 607868 402758 619240 552087 783646 2965599 2800 402 4731 579 119 8631 82309385 58864582 0.96390 0.97360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 2,800. 2020 AMOUNT: $ 402. 2021 AMOUNT: $ 4,731. 2022 AMOUNT: $ 579. 2023 AMOUNT: $ 119. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 978 978 0 PART II-B, LINE 1: A PORTION OF VARIOUS MEMBERSHIP DUES PAID ARE ALLOCATED TO BE USED FOR LOBBYING EXPENSES. MEMBERSHIP ORGANIZATIONS AND AMOUNTS ALLOCATED BY THESE ORGANIZATIONS FOR LOBBYING INCLUDE: 1)THE AMERICAN HEALTH QUALITY ASSOCIATION ($900); 2)WV CHAMBER OF COMMERCE ($78). 150005 150005 2187700 2054415 133285 873271 705439 167832 329280 311470 17810 468932 LEASE LIABILITY 4777 4777 X 31243615 1584132 23672 1607804 29635811 94858 94858 29730669 28761698 0 28761698 94858 94858 28856556 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OF TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2023 AND 2022. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2020, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 23,672. 0 GRASSROOTS HEALTH INC 740 15TH STREET NW SUITE 322 WASHINGTON DC 20005 264594778 501(C)(3) 15907 0 RECRUIT & TRAIN COLLEGE ATHLETES TO DELIVER WEEKLY SPORTS-BASED HEALTH EDUCATION MODULES TO UNDER-RESOURCED MIDDLE SCHOOLS. LITERACY DELAWARE INC PO BOX 2083 WILMINGTON DE 198992083 500410054 501(C)(3) 19997 0 CREATE & FACILITATE A HEALTH LITERACY EDUCATION PROGRAM FOR DIALYSIS PATIENTS AND FAMILIES TO CLOSE THE HEALTH EQUITY GAP. LORI'S HANDS INC 100 DISCOVERY BLVD 4TH FLOOR NEWARK DE 19713 453984559 501(C)(3) 19919 0 FUND 3 STUDENT INTERNS TO RECRUIT, & TRAIN STUDENT VOLUNTEERS TO PROVIDE WEEKLY SUPPORT VISITS TO PEOPLE WITH CHRONIC ILLNESSES. THINK KIDS INC 4801 COUNTRY CLUB BLVD SOUTH CHARLESTON WV 25309 841776779 501(C)(3) 14930 0 ASSIST WITH BENEFITS ENROLLMENT TO INCREASE THE UTILIZATION AND UNDERSTANDING OF FEDERAL & STATE RESOURCES & SERVICES THAT ADDRESS HEALTH DISPARITIES. THE MEDICAL SOCIETY OF VIRGINIA FOUNDATION 2924 EMERYWOOD PKWY SUITE 300 RICHMOND VA 23294 521394768 501(C)(3) 19237 0 HELP BUILD A FOUNDATION OF PEER HEALTH & WELLNESS COACHES FOR HEALTHCARE PROFESSIONALS. WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE 400 LEE STREET N LEWISBURG WV 24901 550561541 115 21361 0 PROVIDE NUTRITION, EXERCISE AND HEALTH EDUCATION TO WOMEN OLDER THAN 35 YEARS OF AGE. 5 1 X X 0 0 0 0 0 0 0 0 0 SVEN BERG CHIEF EXECUTIVE OFFICER 396842 0 55000 0 8979 0 33000 0 3685 0 497506 0 0 0 AARON SPURLOCK CHIEF OPERATING OFFICER 243933 0 0 0 4931 0 26012 0 34552 0 309428 0 0 0 LISA DYE CHIEF FINANCIAL OFFICER 209796 0 0 0 8535 0 22938 0 32649 0 273918 0 0 0 JEAN STORM MEDICAL DIRECTOR 259009 0 0 0 0 0 0 0 1009 0 260018 0 0 0 CHRISTOPHER BROWN PROGRAM DIRECTOR 167746 0 0 0 6880 0 18541 0 33958 0 227125 0 0 0 NATHAN GIBSON CHIEF INFORMATION OFFICER 162967 0 0 0 6676 0 17991 0 32818 0 220452 0 0 0 ANGELA GRAHAM CONTROLLER 150125 0 0 0 6125 0 16506 0 31897 0 204653 0 0 0 JILL MANNA DIRECTOR OF ANALYTIC RESOURCES 149417 0 0 0 6079 0 16382 0 31406 0 203284 0 0 0 BRANDY VINSON PROGRAM DIRECTOR 131714 0 0 0 5396 0 14542 0 31321 0 182973 0 0 0 ANNA SITES PROGRAM DIRECTOR 151338 0 0 0 0 0 15489 0 12802 0 179629 0 0 0 BIDDY SMITH TASK ORDER DIRECTOR 132759 0 0 0 5316 0 14326 0 14591 0 166992 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED ELECTRONICALLY FOR REVIEW BY THE ORGANIZATION'S BOARD. ADDITIONALLY, THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER PERFORM A DETAILED REVIEW AND VERIFY ALL FINANCIAL INFORMATION AGAINST THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND SUPPORTING ACCOUNTING RECORDS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT DISCLOSURE POLICIES. ALL BOARD MEMBERS, OFFICERS AND EMPLOYEES COMPLETE AND SIGN A CONFLICT DISCLOSURE FORM THAT LISTS AFFILIATIONS AND COMPENSATION ARRANGEMENTS FOR THEMSELVES AND FAMILY MEMBERS THAT COULD CREATE A POTENTIAL CONFLICT OF INTEREST. THIS IS ACCOMPLISHED AS PART OF ANNUAL COMPLIANCE TRAINING. THE TRAINING ITSELF ADDRESSES CONFLICTS OF INTEREST. CONFLICT OF INTEREST CERTIFICATIONS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER TO IDENTIFY ANY RELATIONSHIPS OR INTERESTS THAT MAY POSE POTENTIAL CONFLICTS. ESTABLISHED PROCEDURES REQUIRE A BOARD MEMBER TO RECUSE HERSELF/HIMSELF FROM EVALUATION OF A PROPOSED BUSINESS ARRANGEMENT IF THE BOARD MEMBER HAS A POTENTIAL CONFLICT. IN THE CASE OF EMPLOYEES, THE CORPORATE COMPLIANCE OFFICER WORKS WITH THE EMPLOYEE'S SUPERVISOR TO DETERMINE WHETHER A POTENTIAL CONFLICT MAY BE MITIGATED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION ARRANGEMENTS ARE ESTABLISHED BASED ON INFORMATION OBTAINED FROM DIFFERENT DATA SOURCES AND/OR OUTSIDE CONSULTANTS FOR SIMILARLY SITUATED TAXABLE OR TAX EXEMPT ORGANIZATIONS PROVIDING SIMILAR SERVICES. THE COMPENSATION PLAN IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD ON AN ANNUAL BASIS OR AS DEEMED NECESSARY BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST, ON A CASE-BY-CASE BASIS. FORM 990, PART IX, LINE 11G CONSULTANT EXPENSE: PROGRAM SERVICE EXPENSES 599,908. MANAGEMENT AND GENERAL EXPENSES 207,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 807,358. PROGRAM MANAGEMENT EXPENSES: PROGRAM SERVICE EXPENSES 7,220,662. MANAGEMENT AND GENERAL EXPENSES 38,580. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,259,242.