2024-11-15T10:54:08-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 382008890 THE WELLNESS PLAN MEDICAL CENTERS WELL 3132028785 7700 SECOND AVENUE DETROIT MI 48202 ANTHONY KING CEO & EXECUTIVE DIRECTOR 3132028785 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 16858407 0 X WWW.WELLPLAN.COM X 1975 MI TO PROVIDE PRIMARY HEALTH CARE SERVICES TO THE INDIGENT POPULATION. IN 2023, OUR ORGANIZATION SAW 17,245 PATIENTS AND HAD 56,692 VISITS. 77% OF THESE PATIENTS WERE BELOW 200% OF INCOME AS A PERCENT OF POVERTY LEVEL. 14 14 203 14 0 0 5127153 2437717 14648330 13718799 -267025 113846 567848 588045 20076306 16858407 4125 0 0 0 11900416 11475177 0 0 0 7993773 4657589 19898314 16132766 177992 725641 25186514 25186630 15069812 14641558 10116702 10545072 X THE WELLNESS PLAN MEDICAL CENTERS DELIVER AFFORDABLE AND ACCESSIBLE QUALITY MEDICAL SERVICES TO OUR COMMUNITY. WE DO THIS BY:-DELIVERING UNBIASED AND CULTURALLY COMPETENT SERVICES TO ALL PATIENTS; -OFFERING COMPASSIONATE, INNOVATIVE, AND USER-FRIENDLY MEDICAL SOLUTIONS; -FORMING COLLABORATIONS AND PARTNERSHIPS WITH OTHER HEALTHCARE PROVIDERS AND STAKEHOLDERS; -PROVIDING OPTIMAL CUSTOMER SERVICE AT ALL TIMES; -ENDEAVORING TO TREAT ALL PATIENTS WITH DIGNITY AND RESPECT REGARDLESS OF ABILITY TO PAY 0 0 9773280 0 14302585 TO PROVIDE PRIMARY HEALTH CARE SERVICES TO THE INDIGENT POPULATION. IN 2023, OUR ORGANIZATION SAW 17,245 PATIENTS AND HAD 56,692 VISITS. 77% OF THESE PATIENTS WERE BELOW 200% OF INCOME AS A PERCENT OF POVERTY LEVEL. 9773280 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 0 1 35 0 1 203 1 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 1 1 0 MI X CHARLES BERRY 3132026850 7700 SECOND AVENUE DETROIT MI 48202 MAHASIN PIERCE SECRETARY 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 MALIKAH MUHAMMAD VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 ADRIAN LEWIS TRUSTEE 1.00 1.00 X 0 0 0 INGRID THOMPSON TRUSTEE 1.00 1.00 X 0 0 0 LARRY WARREN TRUSTEE 1.00 1.00 X 0 0 0 MARGARET LOUISE BETTS 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 ANITA MONCREASE MD 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 ANTHONY KING CEO & EXECUTIVE DIRECTOR 40.00 1.00 X 342673 0 79738 TIFFANY SANFORD MD CHIEF MEDICAL OFFICER 40.00 0.00 X 241933 0 22240 ANDREA ROBERSON CHIEF OPERATING OFFICER 40.00 0.00 X 153213 0 22240 CHARLES BERRY CHIEF FINANCIAL OFFICER 40.00 1.00 X 158080 0 18135 LAMEITRE C LOCKHART-WALKER PHYSICIAN 40.00 0.00 X 263094 0 18135 SHARON G MILLER PHYSICIAN 40.00 0.00 X 265306 0 18135 EBONI T MARTIN PHYSICIAN 40.00 0.00 X 231822 0 18676 TAMMY L WEST PHYSICIAN 40.00 0.00 X 220533 0 22240 RHONA A FINGAL PHYSICIAN 40.00 0.00 X 180813 0 22013 2057467 0 241552 30 0 1 0 ECLINICALWORKS PO BOX 847950 BOSTON MA 02284 ELECTRONIC HEALTH RECORDS SYSTEM 293772 MSM NETWORKING SOLUTIONS 535 GRISWOLD STREET SUITE 111 DETROIT MI 48226 IT/NETWORKING SERVICES 269355 ST JOSEPH MERCY HEALTH SYSTEMS PO BOX 74008531 CHICAGO IL 60674 PHYSICIAN LEASING SERVICES 218315 CAMPBELL INC 2875 CRANE WAY NORTHWOOD OH 43619 FACILITIES REPAIRS & MAINTENANCE 164222 SECURITAS PO BOX 413412 ATLANTA GA 30384 FACILITY SECURITY SERVICES 154681 7 2265648 172069 2437717 FEE FOR SERVICE 621400 8965351 8965351 PHARMACY REVENUE 621400 4678476 4678476 CAPITATION REVENUE 621400 74972 74972 13718799 113846 113846 INCENTIVES 624100 556146 556146 MEDICAL RECORDS 624100 27640 27640 MODERN VENDING SERVICE 624100 2490 2490 1769 1769 588045 16858407 14302585 0 118105 981654 582959 398695 8638048 5133181 3504867 1044482 560984 483498 810993 435578 375415 104660 104660 138375 138375 10104 10104 802113 713881 88232 1353 41 1312 335152 134650 200502 375443 22527 352916 819161 630754 188407 124649 56092 68557 10510 4519 5991 1203 1203 329385 202496 126889 169449 169449 MEDICAL SUPPLIES 1045961 1045961 REPAIRS & MAINTENANCE 184201 138151 46050 DUES & SUBSCRIPTIONS 71884 11501 60383 EMPLOYEE FUNCTIONS 655 7 648 133331 99998 33333 16132766 9773280 6359486 0 128172 1102489 0 168232 9610166 9562302 79603 87360 168272 164025 31426954 27775547 3596667 3651407 2379851 1951545 9223783 8499270 25186514 25186630 3869416 4301718 100000 100000 1750000 1750000 9350396 8489840 15069812 14641558 X 10116702 10545072 10116702 10545072 25186514 25186630 725641 -297271 0 X X 0 1 X 1 1 0 X 2410099 4009878 8726490 5127153 2437717 22711337 14153961 11605802 13422004 15209225 14302585 68693577 16564060 15615680 22148494 20336378 16740302 91404914 0 0 0 91404914 151173 42688 35211 113846 342918 151173 42688 35211 113846 342918 11277 16181 117462 6953 4259 156132 16726510 15631861 22308644 20378542 16858407 91903964 0.99460 0.99440 0.00370 0.00390 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4348 111 4237 962926 162658 800268 28408016 27612778 795238 2051664 2051664 3651407 ACCRUED INTEREST INCOME 9430 RIGHT OF USE ASSET 8489840 8499270 LEASE LIABILITY 8489840 8489840 16858407 0 16858407 0 16858407 16132767 0 16132767 0 16132767 PARTS XI AND XII: AS OF THE FILING DEADLINE FOR THE 990, THE AUDIT WAS STILL IN PROCESS. THE AMOUNTS IN EACH RECONCILIATION REPRESENT CURRENT AVAILABLE DATA AS OF THE FILING DEADLINE FOR THE 990. X X X X 0 0 0 0 0 0 0 1 0 ANTHONY KING CEO & EXECUTIVE DIRECTOR 285610 0 57063 0 0 0 56598 0 23140 0 422411 0 57063 0 SHARON G MILLER PHYSICIAN 265306 0 0 0 0 0 0 0 18135 0 283441 0 0 0 LAMEITRE C LOCKHART-WALKER PHYSICIAN 263094 0 0 0 0 0 0 0 18135 0 281229 0 0 0 TIFFANY SANFORD MD CHIEF MEDICAL OFFICER 241933 0 0 0 0 0 0 0 22240 0 264173 0 0 0 EBONI T MARTIN PHYSICIAN 231822 0 0 0 0 0 0 0 18676 0 250498 0 0 0 TAMMY L WEST PHYSICIAN 220533 0 0 0 0 0 0 0 22240 0 242773 0 0 0 RHONA A FINGAL PHYSICIAN 180813 0 0 0 0 0 0 0 22013 0 202826 0 0 0 CHARLES BERRY CHIEF FINANCIAL OFFICER 158080 0 0 0 0 0 0 0 18135 0 176215 0 0 0 ANDREA ROBERSON CHIEF OPERATING OFFICER 153213 0 0 0 0 0 0 0 22240 0 175453 0 0 0 PART I, LINE 7 THE BONUS OF THE CEO IS BASED ON A PERCENTAGE OF HIS ANNUAL SALARY AND IS A GRADUATED PERCENTAGE SCALE BASED ON THE YEAR IT WAS EARNED. THE BONUS IS SUBJECT TO THE APPROVAL OF THE COMPENSATION COMMITTEE. 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 B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: INDEPENDENT MEMBERS OF THE GOVERNING BODY ARE UTILIZED TO INCREASE STRUCTURE SURROUNDING COMPENSATION DECISIONS. JOB REQUIREMENTS AND PERFORMANCE EXPECTATIONS ARE DOCUMENTED AND A TOTAL COMPENSATION STRATEGY IS ARTICULATED. INDEPENDENT SURVEYS AND RESEARCH IS PERFORMED TO IDENTIFY COMPARABLE MARKET DATA. AN INDEPENDENT ADVISOR ALONG WITH THE EXECUTIVE COMMITTEE IS UTILIZED TO REVIEW THE PROCESS. ALL COMPENSATION CHANGES AND RELATED DECISIONS ARE DOCUMENTED AND VOTED UPON BY THE GOVERNING BODY. COMPENSATION IS REVIEWED ON AN ANNUAL BASIS. THIS PROCESS LAST OCCURRED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2 AS OF THE FILING DEADLINE FOR THE 990, THE AUDIT WAS STILL IN PROCESS. FORM 990, PART XII, LINE 3B THE REQUIRED SINGLE AUDIT AS SET FORTH IN THESINGLE AUDIT ACT AND OMBCIRCULAR A-133 HAS NOT YET BEEN COMPLETED. THE 2023 SINGLE AUDIT IS CURRENTLY IN PROCESS. WELLNESS PLAN MEDICAL CENTERS FOUNDATION 7700 SECOND AVENUE DETROIT MI 48202 273971570 FUNDRAISING MI 501(C)(3) LINE 12B, II N/A 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0