2024-09-16T13:43:44-05:00 2023-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-01-01 814850675 SPECIAL NEEDS PLAN ALLIANCE SPEC 2029601688 1666 CONNECTICUT AVENUE NW 250 WASHINGTON DC 20009 MICHAEL CHEEK PRESIDENT AND CEO 2029601688 2024-08-28 1 0 P01608821 4108840220 2023 2024-08-08 14:25:15Z X MICHAEL CHEEK 1666 CONNECTICUT AVENUE NW 250 WASHINGTON DC 20009 1896843 0 X WWW.SNPALLIANCE.ORG X 2017 DE TO IMPROVE PAYMENT AND HEALTH POLICY FOR HIGH-RISK CARE THROUGH LEGISLATIVE AND REGULATORY ADVOCACY. 10 10 7 10 0 0 0 0 1494993 1844421 4257 52422 0 0 1499250 1896843 0 5000 0 0 559294 880454 0 0 0 735171 959378 1294465 1844832 204785 52011 1516582 1792542 9594 210343 1506988 1582199 X TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS LIVING WITH SIGNIFICANT, COMPLEX NEEDS THROUGH SPECIALIZED MANAGED CARE. 0 0 LEGAL, POLICY AND PROGRAM CONSULTING - THE ALLIANCE MEETS REGULARLY WITH CMS ON SPECIFIC REGULATORY ISSUES. THE ALLIANCE REVIEWS ALL PROPOSED RULES AND GUIDANCE, AND PREPARES SUMMARIES FOR MEMBERS AND COMMENT LETTERS TO AGENCIES. THE ALLIANCE ALSO OCCASIONALLY USES ITS LEGAL CONSULTANT TO INTERPRET SOME OF THE LEGAL CONSTRAINTS TO REGULATORY AUTHORITY IN ITS COMMENT LETTERS. THE ALLIANCE ALSO ADDRESSES INDIVIDUAL MEMBER CONCERNS AND MAY REFER THE ISSUE TO ITS LEGAL CONSULTANT FOR RECOMMENDATIONS. THE ALLIANCE HAS 5 REGULARLY RECURRING STANDING MEETINGS WITH MEMBERS WHERE IT REVIEWS A VARIETY OF POLICIES AND MEMBER QUESTIONS THAT ARE THEN USES AS A FRAMEWORK FOR THE ALLIANCE'S FOLLOW-UP TO THE ADMINISTRATION AND TO MEMBERS OF CONGRESS. LOBBYING - THE ALLIANCE WORKS ON INITIATIVES TO ADVANCE RISK-ADJUSTED PAYMENTS FOR HIGH-RISK POPULATIONS, MEDICARE/MEDICAID INTEGRATION, AND TO IMPROVE PERFORMANCE MEASUREMENT TO REFLECT POPULATIONS. FALL LEADERSHIP MEETING AND SPRING MEETING MEMBERS-ONLY ROUND TABLE - THE ALLIANCE HOSTS TWO 1.5 DAY MEETINGS PER YEAR. THE SPRING MEETING IS FOR MEMBERS ONLY AND FOCUSES PRIMARILY ON SNP POLICIES AND RULE-MAKING. THE ALLIANCE HOLDS IN-DEPTH DISCUSSIONS REGARDING SPECIFIC REGULATIONS AND HAS OPEN DISCUSSIONS WITH MEMBERS ON THEIR CHALLENGES AND STRATEGIES TO ADDRESS THESE. THE FALL MEETING IS OPEN TO BOTH MEMBERS AND NON-MEMBERS. THE FALL MEETING GENERALLY ADDRESSES BROADER TOPICS - AGAIN FOCUSING ON POLICIES AND OPERATIONS FOR SNPS AND MEDICARE-MEDICAID PLANS. REPRESENTATIVES FROM CENTERS FOR MEDICARE AND MEDICAID SERVICES ("CMS") ARE INVITED TO BOTH MEETINGS, AND BOTH MEETINGS INCLUDE EDUCATION SESSIONS ADDRESSING STRATEGIES TO BETTER SERVE HIGH RISK AND VULNERABLE POPULATIONS. GRANTS & PROJECTS - THE ALLIANCE CONTRACTS TO WORK WITH ORGANIZATIONS AND GOVERNMENT ENTITIES DISSEMINATING INFORMATION ON CONSUMER AND PROVIDER EDUCATION RELATED TO INTEGRATED CARE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 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 0 1 13 0 1 7 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X COOLEY & ASSOCIATES PC 3016952800 5970 FREDERICK CROSSING LANE STE FREDERICK MD 21704 EVE GELB SENIOR CHAIR 2.00 X X 0 0 0 TOM VON STERNBERG MD TREASURER 2.00 X X 0 0 0 STEPHANIE SCHWARTZ JD SECRETARY 2.00 X X 0 0 0 DONNA STIDHAM RN DIRECTOR 2.00 X 0 0 0 SHARON ALEXANDER DIRECTOR 2.00 X 0 0 0 VICTOR HURTADO DIRECTOR 2.00 X 0 0 0 KATIE PARIS DIRECTOR 2.00 X 0 0 0 MICHELLE HERMAN SOPER DIRECTOR 2.00 X 0 0 0 RON CHAFFIN DIRECTOR AS OF APRIL 2.00 X 0 0 0 DANA MOTT-BRONSON DIRECTOR AS OF APRIL 2.00 X 0 0 0 CHERYL PHILLIPS MD PRESIDENT AND CEO UNTIL MAY 40.00 X 232834 0 10581 MICHAEL CHEEK PRESIDENT AND CEO AS OF MAY 40.00 X 245658 0 12060 VICTORIA KING DIRECTOR OF OPERATIONS 40.00 X 105965 0 5823 584457 0 28464 3 0 1 0 AVENUE SOLUTIONS 401 9TH STREET NW STE 720 WASHINGTON DC 20004 POLICY CONSULTING 180000 PAONE & ASSOCIATES LLC 10413 RHODE ISLAND CIRCLE S BLOOMINGTON MN 55438 POLICY CONSULTING 148800 2 MEMBERSHIP DUES 900099 1497747 1497747 SPONSORSHIP 900099 209750 209750 LEADERSHIP FORUM 541900 80426 80426 SPRING MEETING REGISTR 541900 32575 32575 CONTRACT REVENUE 900099 23323 23323 600 600 1844421 52422 52422 1896843 1844421 0 52422 X 5000 501133 308797 3813 14458 52253 171113 21850 270000 2109 281130 13264 6983 44272 26147 110111 3543 3648 LICENSES AND PERMITS 2656 DUES AND SUBSCRIPTIONS 1600 PROFESSIONAL DEVELOPMEN 757 MISCELLANEOUS 195 1844832 352456 133336 821984 1116784 9045 15710 10381 2502 5329 338540 375064 1100 152984 1516582 1792542 9594 44883 0 165460 9594 210343 X 1506988 1582199 1506988 1582199 1516582 1792542 52011 23200 0 X 1 X 0 0 0 0 0 0 1497747 270000 270000 1123310 -853310 14229 9125 5104 1481 1256 225 5329 SECURITY DEPOSIT 5053 OPERATING LEASE - RIGHT OF USE ASSETS 147931 152984 OPERATING LEASE LIABILITIES 165460 165460 X PART X, LINE 2: THE ALLIANCE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. X X 0 0 0 MICHAEL CHEEK PRESIDENT AND CEO AS OF MAY 245658 0 0 0 0 0 4154 0 7906 0 257718 0 0 0 CHERYL PHILLIPS MD PRESIDENT AND CEO UNTIL MAY 232834 0 0 0 0 0 5800 0 4781 0 243415 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ALLIANCE HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE ORGANIZATION'S FORM 990 WILL BE PROVIDED TO THE GOVERNING BOARD FOR REVIEW AND APPROVAL BEFORE IT IS SIGNED BY THE PRESIDENT AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S GOVERNING BOARD DETERMINES THE SALARY OF THE ORGANIZATION'S PRESIDENT BY COMPARING WRITTEN EMPLOYMENT CONTRACTS OF OTHER SIMILAR NON-PROFIT ORGANIZATIONS. THE LAST TIME THIS WAS DETERMINED WAS IN JULY 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES 281,130.