2024-11-15T10:54:57-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 273971570 WELLNESS PLAN MEDICAL CENTERS FOUNDATION WELL 3132028538 7700 SECOND AVENUE DETROIT MI 48202 ANTHONY KING CEO & EXECUTIVE DIRECTOR 3132028538 2024-11-14 1 1 SAMANTHA L BECKER P01344887 2483757100 2024-11-12 2023 2024-10-15 13:58:12Z ANTHONY KING 7700 SECOND AVENUE DETROIT MI 48202 1736814 0 X WWW.WELLPLAN.COM X 2010 MI TO RAISE MONEY AND DISTRIBUTE IT TO FEDERALLY QUALIFIED HEALTH CENTERS TO PROVIDE HEALTHCARE SERVICES TO THE MEDICALLY UNINSURED AND MEDICALLY UNDERINSURED IN THE GREATER DETROIT, MICHIGAN GEOGRAPHIC AREA. 14 14 0 14 0 0 5000 0 987531 987531 0 0 736236 749283 1728767 1736814 0 0 0 0 0 0 0 0 0 2669951 2770187 2669951 2770187 -941184 -1033373 23151225 24663932 25370175 27916255 -2218950 -3252323 X THE PRIMARY PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS IN SUPPORT OF THE OPERATION OF FEDERALLY QUALIFIED HEALTH CENTERS TO ENABLE THEM TO PROVIDE HEALTHCARE SERVICES TO UNDERINSURED AND UNINSURED INDIVIDUALS; TO ENGAGE IN SUCH OTHER CHARITABLE FUNCTIONS TO ENHANCE THE QUALITY OF LIFE OF CITIZENS OF SOUTHEASTERN MICHIGAN. 0 0 2770187 0 987531 THE PRIMARY PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS IN SUPPORT OF THE OPERATION OF FEDERALLY QUALIFIED HEALTH CENTERS TO ENABLE THEM TO PROVIDE HEALTHCARE SERVICES TO UNDERINSURED AND UNINSURED INDIVIDUALS; TO ENGAGE IN SUCH OTHER CHARITABLE FUNCTIONS TO ENHANCE THE QUALITY OF LIFE OF CITIZENS OF SOUTHEASTERN MICHIGAN. DURING 2013, THE ORGANIZATION RECEIVED A CONTRIBUTION OF A BUILDING HOUSING THE WELLNESS PLAN MEDICAL CENTERS AND RENTS THE PROPERTY TO THE CENTERS IN SUPPORT OF THEIR HEALTH CARE ACTIVITIES. 2770187 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X CHARLES BERRY 3132026850 7700 SECOND AVENUE DETROIT MI 48202 MALIKAH MUHAMMAD VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 STEPHON JOHNSON TREASURER 1.00 1.00 X X 0 0 0 DANIELL JONES CHAIRPERSON 1.00 1.00 X X 0 0 0 MAHASIN PIERCE SECRETARY 1.00 1.00 X X 0 0 0 MARGARET LOUISE BETTS MD TRUSTEE 1.00 1.00 X 0 0 0 INGRID THOMPSON TRUSTEE 1.00 1.00 X 0 0 0 ANITA MONCREASE MD TRUSTEE 1.00 1.00 X 0 0 0 CASSANDRA WILLIS-ABNER TRUSTEE 1.00 1.00 X 0 0 0 VAREE TOWNERS-GRANDBERRY TRUSTEE 1.00 1.00 X 0 0 0 ADRIAN LEWIS TRUSTEE 1.00 1.00 X 0 0 0 TERRY JACKSON TRUSTEE 1.00 1.00 X 0 0 0 ANITA JONES TRUSTEE 1.00 1.00 X 0 0 0 JOANN POLK TRUSTEE 1.00 1.00 X 0 0 0 LARRY WARREN TRUSTEE 1.00 1.00 X 0 0 0 ANTHONY KING CEO & EXECUTIVE DIRECTOR 1.00 40.00 X 0 342673 79738 CHARLES BERRY CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 158080 18135 0 500753 97873 0 0 1 0 0 RELATED PARTY - RENTAL 532000 987531 987531 987531 749283 0 749283 749283 749283 1736814 987531 0 749283 128045 128045 1455742 1455742 170377 170377 312634 312634 MAINTENANCE 701598 701598 BANK SERVICE CHARGES 1791 1791 2770187 2770187 0 0 4634 62094 18226799 19963613 8165966 3527741 4919792 4638225 23151225 24663932 86058 86058 1777778 1643953 23506339 26186244 25370175 27916255 X -2218950 -3252323 -2218950 -3252323 23151225 24663932 -1033373 0 X 0 0 0 X X 1 THE WELLNESS PLAN MEDICAL CENTERS 382008890 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6236857 3504631 2732226 1901109 1901109 28000 23110 4890 4638225 RELATED PARTY PAYABLE - TWP 26186244 26186244 0 0 0 0 0 0 0 0 0 ANTHONY KING CEO & EXECUTIVE DIRECTOR 0 285610 0 57063 0 0 0 56598 0 23140 0 422411 0 57063 CHARLES BERRY CHIEF FINANCIAL OFFICER 0 158080 0 0 0 0 0 0 0 18135 0 176215 0 0 PART I, LINE 3 THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR OFFICERS AND DIRECTORS: 1. COMPENSATION COMMITTEE 2. INDEPEDENT COMPENSATATION CONSULTANT 3. COMPENSATION STUDY 4. APPROVAL OF THE BOARD ANNUALLY APPROVING COMPENSATION AMOUNTS FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED FIRST TO THE FINANCE COMMITTEE FOR REVIEW AND THEN TO THE ENTIRE BOARD AFTER IT HAS BEEN SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE HUMAN RESOURCES DEPARTMENT MANAGES AND REVIEWS THE CONFLICT OF INTEREST POLICY. THE POLICY IS REVIEWED WITH EMPLOYEES DURING THE ORIENTATION PROCESS AND AT LEAST ANNUALLY DURING THE COMPLIANCE TRAINING SESSION. ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. THEY ARE REVIEWED AND ANY PERSON IDENTIFIED AS HAVING A POTENTIAL CONFLICT IS GIVEN DIRECTION AS TO WHAT STEPS SHOULD BE TAKEN TO MITIGATE THE CONCERN. WHEN A BOARD MEMBER, OFFICER OR EMPLOYEE HAS A QUESTION CONCERNING A POSSIBLE CONFLICT OF INTEREST, IT IS EXPECTED THAT HE/SHE WILL REQUEST ADVICE FROM MANAGEMENT, HUMAN RESOURCES OR THE COMPLIANCE OFFICER. IF, AFTER AN INVESTIGATION, IT IS DETERMINED THAT A BOARD MEMBER HAS VIOLATED THE CONFLICT OF INTEREST POLICY, THE BOARD MEMBER SHALL BE ENTITLED TO A HEARING BEFORE THE FULL BOARD. IN THE EVENT THAT THE FULL BOARD DETERMINES BY A MAJORITY VOTE THAT THE ACCUSED BOARD MEMBER HAS IN FACT VIOLATED THE POLICY, THEN THE BOARD MEMBER WILL BE IMMEDIATELY REMOVED AS A MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE WELLNESS PLAN MEDICAL CENTERS 7700 SECOND AVENUE DETROIT MI 48202 382008890 HEALTHCARE MI 501(C)(3) LINE 10 WELLNESS PLAN MEDICAL CENTERS FOUNDATION 1 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE WELLNESS PLAN MEDICAL CENTERS D 19964606 ACTUAL AMOUNT THE WELLNESS PLAN MEDICAL CENTERS E 26186126 ACTUAL AMOUNT THE WELLNESS PLAN MEDICAL CENTERS A 987531 ACTUAL AMOUNT