2025-02-27T15:28:45-06:00 2024-03-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-04-01 561004791 ADVANCE COMMUNITY HEALTH INC ADVA 9192502923 1001 ROCK QUARRY ROAD RALEIGH NC 27610 SCOT MCCRAY CEO 9192502923 2025-02-27 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-02-27 2023 2025-03-06 01:10:19Z SCOT MCCRAY 1001 ROCK QUARRY ROAD RALEIGH NC 27610 31643732 0 X WWW.ADVANCECHC.ORG X 1972 NC ADVANCE COMMUNITY HEALTH PROVIDES QUALITY HEALTH CARE AT EIGHT LOCATIONS TO THE RESIDENTS OF WAKE AND FRANKLIN COUNTY, NC. 13 13 250 13 0 0 7297017 8752038 17941241 22798203 0 53746 -57099 39745 25181159 31643732 0 0 0 0 12443671 14678426 0 0 135185 7998464 11313490 20442135 25991916 4739024 5651816 23812798 30529661 8905157 9970204 14907641 20559457 X TO DELIVER QUALITY, COMPASSIONATE PRIMARY HEALTH CARE. EVERY PATIENT. EVERY TIME. IN RESPONSE TO THE NEEDS OF OUR COMMUNITIES. 1 0 15513649 0 17115602 FAMILY MEDICINE:FAMILY MEDICINE INCLUDES COMPREHENSIVE PRIMARY CARE SERVICES FOCUSED ON PREVENTION, ACUTE AND CHRONIC CARE MANAGEMENT. PROGRAMS INCLUDE ADULT AND SENIOR HEALTH CARE SERVICES, NUTRITION COUNSELING, MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES, CARE MANAGEMENT AND ONSITE PHARMACY SERVICES. PEDIATRICS PROVIDES COMPREHENSIVE CARE FOR NEWBORNS THROUGH AGE 21 INCLUDING PEDIATRIC AND ADOLESCENT PRIMARY CARE, BEHAVIORAL HEALTH, AND NUTRITION COUNSELING.THE PEDIATRICS PROGRAM INCLUDES WELL CHILDCARE, DENTAL SCREENING DURING WELL CHILD VISITS, IMMUNIZATIONS, MANAGEMENT OF ASTHMA, ALLERGIES AND OBESITY, CONTRACEPTIVE HEALTH AND MENSTRUAL MANAGEMENT, AND PHARMACY SERVICES. 3766668 0 4155617 PHARMACY:ACH OPERATES AN ONSITE 340B PHARMACY THAT IS AVAILABLE TO ALL ACH PATIENTS, INCLUDING THE HEALTH CARE FOR THE HOMELESS (HCH) POPULATION BY UTILIZING GRANT FUNDING TO PROVIDE CO-PAY ASSISTANCE TO THE UNINSURED OR UNDERINSURED PATIENTS WHO MAY NOT OTHERWISE BE ABLE TO PAY FOR ESSENTIAL MEDICATIONS. ACH ALSO CONTRACTS WITH LOCAL PHARMACIES TO PROVIDE 340B AND LOW-COST MEDICATIONS TO PATIENTS AT OUR OTHER SITES. 1420089 0 1566729 DENTISTRY:THE DENTAL PROGRAM PROVIDES SERVICES FOR PATIENTS OF ALL AGES IN A STATE OF THE ART 10 OPERATORY PRACTICE. OUR SERVICES INCLUDE ORAL HYGIENE, SEALANTS, RESTORATIVE SERVICES AND EXTRACTIONS, CROWN AND BRIDGE WORK, ROOT CANALS, DENTURES AND PARTIALS. WE HAVE A SPECIALIZED PROGRAM THAT ASSURES THAT CHILDREN AND BABIES ARE RECEIVING APPROPRIATE DENTAL CARE FROM THE FIRST TOOTH. 20700406 1 1 0 1 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 1 0 0 0 0 0 0 0 0 1 78 0 1 250 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TIFFANY ROBERTSON 9192502923 1001 ROCK QUARRY ROAD RALEIGH NC 27610 MARTHA WOLF CHAIR 5.00 X X 0 0 0 TARA MINTER VICE CHAIR 5.00 X X 0 0 0 DAVID BELL TREASURER 5.00 X X 0 0 0 DESIREE BOLLING SECRETARY 5.00 X X 0 0 0 LAURA EDWARDS TRUSTEE 3.00 X 0 0 0 HASANI HOOKS TRUSTEE 3.00 X 0 0 0 DOROTHY JONES TRUSTEE 3.00 X 0 0 0 MARK MELTON TRUSTEE 3.00 X 0 0 0 DAVID RICHARD TRUSTEE 3.00 X 0 0 0 PARRIS SOLOMON TRUSTEE 3.00 X 0 0 0 ALECIA TAYLOR TRUSTEE 3.00 X 0 0 0 JAMES TEAGLE III TRUSTEE 3.00 X 0 0 0 ACIE WARD TRUSTEE 3.00 X 0 0 0 SCOT MCCRAY CHIEF EXECUTIVE OFFICER 40.00 X 309688 0 31940 TIFFANY ROBERTSON CHIEF FINANCIAL OFFICER 40.00 X 177280 0 0 ERICA MATHIES CHIEF OPERATIONS OFFICER 40.00 X 144691 0 14689 AUBREY WILLIAMS CHIEF HR & ORG. DEV. OFFICER 40.00 X 44559 0 8024 RHONDA PAYNE CHIEF COMPLIANCE OFFICER 40.00 X 89839 0 7640 JOEL LUTTERMAN MEDICAL DIRECTOR 40.00 X 218309 0 26434 GLENN FEOLE PHYSICIAN - PEDIATRICS 40.00 X 200609 0 13271 ZHONGFEI LIANG DENTIST 40.00 X 187374 0 16870 GRACE GICHUHI NURSE PRACTITIONER 40.00 X 142341 0 21569 DEANNA HARRIS PHYSICIAN - ADULT 40.00 X 191425 0 11536 COLIN OTTEY LEAD PHYSICIAN - ADULT 40.00 X 221777 0 16262 1927892 0 168235 9 0 1 0 OUTPATIENT CALL SOLUTIONS 495 E RINCON ST SUITE 215 CORONA CA 92879 CALL CENTER SERVICES 396403 WELLBOX INC 12574 FLAGLER CENTER BLVD JACKSONVILLE FL 32258 MANAGEMENT SERVICES 205308 PROPIO LANGUAGE SERVICES 10801 MASTIN STREET OVERLAKE PARK KS 66210 TELEPHONE - VIDEO INTERPRETATION 201082 RMF ENTERPRISES LLC PO BOX 40581 RALEIGH NC 27629 SECURITY 160895 SCRIBE-X NORTHWEST LLC PO BOX 6590 PORTLAND OR 97228 MEDICAL SCRIBING SERVICES FOR PROVIDERS 156435 8 18750 7818298 914990 651092 8752038 NET PATIENT SERVICE REVENUE 624100 16441119 16441119 PHARMACY 340B REVENUE 456110 6357084 6357084 22798203 53746 53746 EHR INCENTIVE PAYMENTS 900099 39745 39745 39745 31643732 22837948 0 53746 969538 359188 610350 11605662 9885675 1701714 18273 257446 188006 68740 700 897888 637440 258167 2281 947892 662079 283530 2283 29492 29492 845024 845024 10000 10000 1544443 1296087 214679 33677 263626 198760 56969 7897 220973 158066 56287 6620 1143322 984400 158922 854252 757645 96607 110798 83536 23943 3319 48541 36597 10490 1454 206400 190002 16398 970362 945001 25361 56842 42856 12283 1703 PHARMACEUTICALS 1995599 1995599 MEDICAL SUPPLIES 1303593 982838 281704 39051 PATIENT SERVICES 845653 579315 266338 MINOR EQUIPMENT 306470 231061 66228 9181 558100 486255 63099 8746 25991916 20700406 5156325 135185 9768353 8653886 1077813 4631559 5405 217072 1201171 3055720 430612 377791 151135 215355 16434652 9105579 8046558 7329073 1612 1612 3130139 6047593 23812798 30529661 1367801 1476826 352701 93884 6860800 6586440 323855 1813054 8905157 9970204 X 14736421 20314744 171220 244713 14907641 20559457 23812798 30529661 5651816 0 X 0 1 X 1 1 1 X 4854491 9499842 6969994 7297017 8752038 37373382 14504079 16441879 15917641 17941241 22837948 87642788 19358570 25941721 22887635 25238258 31589986 125016170 0 0 0 125016170 53746 53746 53746 53746 19358570 25941721 22887635 25238258 31643732 125069916 0.99960 1.00000 0.00040 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10000 10000 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS AND THE NORTH CAROLINA COMMUNITY HEALTH CENTER ASSOCIATION. A PORTION OF THE DUES ARE ATTRIBUTABLE TO LOBBYING. 365506 365506 13238029 7000377 6237652 2831117 2105202 725915 7329073 DUE FROM THIRD PARTY REIMBURSEMENT PROGRAMS 4296790 ROU ASSETS - OPERATING LEASES 1667984 ROU ASSETS - FINANCE LEASES 82819 6047593 FINANCE LEASE OBLIGATIONS 84482 OPERATING LEASE OBLIGATIONS 1728572 1813054 31437354 57750 -9858 47892 31389462 254270 254270 31643732 25859031 57750 57750 25801281 190635 190635 25991916 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 180,777. BAD DEBT EXPENSE -190,635. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO RESTRICTED NET ASSETS 254,270. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 190,635. X X X X 0 0 0 0 0 0 0 1 0 SCOT MCCRAY CHIEF EXECUTIVE OFFICER 244960 0 64728 0 0 0 15283 0 16657 0 341628 0 0 0 JOEL LUTTERMAN MEDICAL DIRECTOR 204920 0 1752 0 11637 0 8722 0 17712 0 244743 0 0 0 COLIN OTTEY LEAD PHYSICIAN - ADULT 218813 0 2964 0 0 0 2615 0 13647 0 238039 0 0 0 GLENN FEOLE PHYSICIAN - PEDIATRICS 195832 0 4777 0 0 0 11812 0 1459 0 213880 0 0 0 ZHONGFEI LIANG DENTIST 151989 0 35385 0 0 0 10697 0 6173 0 204244 0 0 0 DEANNA HARRIS PHYSICIAN - ADULT 188480 0 2945 0 0 0 6343 0 5193 0 202961 0 0 0 TIFFANY ROBERTSON CHIEF FINANCIAL OFFICER 177280 0 0 0 0 0 0 0 0 0 177280 0 0 0 GRACE GICHUHI NURSE PRACTITIONER 139260 0 3081 0 0 0 7915 0 13654 0 163910 0 0 0 ERICA MATHIES CHIEF OPERATIONS OFFICER 139778 0 4913 0 0 0 8558 0 6131 0 159380 0 0 0 PART I, LINE 7 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: THE ORGANIZATION HAS A PROVIDER INCENTIVE PROGRAM THAT IS MADE UP OF THREE COMPONENTS: - PRODUCTIVITY INCENTIVE - STEWARDSHIP INCENTIVE - QUALITY INCENTIVE THE PROVIDER INCENTIVE PLAN APPLIES TO ALL LICENSED INDEPENDENT PRACTITIONERS (LIPS) EMPLOYED BY THE ORGANIZATION, WHICH INCLUDES: - MEDICAL DOCTORS (MD) - DOCTOR OF OSTEOPATHIC MEDICINE (DO) - PHYSICIAN ASSISTANTS (PA) - NURSE PRACTITIONERS (NPS INCLUDING FNP, PNP, PSYCHNP) - DOCTOR OF NURSING PRACTICE (DNP) - DOCTOR OF DENTAL SURGERY (DDS) - DOCTOR OF MEDICINE IN DENTISTRY (DMD) X 1 651092 FMV 0 0 1 0 FORM 990, PART III, LINE 2 AN OB/GYN PROGRAM WAS STARTED AT THE MAIN LOCATION DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS INCLUDED IN ITS STANDARDS OF CONDUCT POLICY AND GOVERNING BYLAWS. THE PROCESS OF MONITORING COMPLIANCE WITH THIS POLICY INCLUDES PROVIDING CONFLICT OF INTEREST DISCLOSURE STATEMENTS TO EVERY EMPLOYEE AND BOARD MEMBER. THE DISCLOSURE STATEMENT IS REQUIRED TO BE UPDATED ANNUALLY. THE FOLLOWING DESCRIBES THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AMONG DIFFERENT POSITIONS WITHIN THE ORGANIZATION. MEMBERS OF, AND CANDIDATES FOR MEMBERSHIP OF, THE BOARD OF TRUSTEES MUST MAKE DISCLOSURE TO THE CHAIR OF THE BOARD OF TRUSTEES. IF THE CHAIR HAS AN INTEREST TO DISCLOSE, HE OR SHE MUST MAKE DISCLOSURE TO THE VICE CHAIR WHO WILL IN TURN BE RESPONSIBLE FOR ADVISING THE BOARD. THE CEO MUST MAKE DISCLOSURES TO THE CHAIR OF THE BOARD WHO WILL IN TURN BE RESPONSIBLE FOR ADVISING THE BOARD OF SUCH DISCLOSURE. STAFF ENGAGED IN THE AWARD OF ADMINISTRATION OF CONTRACTS MUST MAKE DISCLOSURES IN WRITING TO THE CEO. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED WITH A BOARD MEMBER, THE BOARD MEMBER MAY MAKE A PRESENTATION TO THE BOARD REGARDING WHETHER OR NOT HE OR SHE HAS A CONFLICT OF INTEREST, AND MAY RESPOND TO RELATED QUESTIONS FROM THE BOARD. HOWEVER, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTING ON, WHETHER THE CONFLICT OF INTEREST EXISTS. IF SUCH CONFLICT IS DETERMINED TO EXIST, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED WITH A PERSON WHO IS NOT A BOARD MEMBER, THE CEO SHALL MAKE THE DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO WAS COMPILED BY THE HR EXECUTIVE USING NATIONAL AND LOCAL DATA FOR SALARY AND BENEFIT COMPARISON. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES ANY COMPENSATION CHANGES BY THE END OF OCTOBER. THE MOST RECENT REVIEW WAS AUGUST 2022. THE COMPENSATION FOR OTHER OFFICERS IS BASED ON BOARD APPROVED SALARY RANGES. THE HR EXECUTIVE USES NATIONAL AND LOCAL COMPARATIVE DATA TO DETERMINE RANGES. RANGES ARE THEN BROUGHT TO THE FINANCE COMMITTEE FOR REVIEW AS PART OF THE BUDGET APPROVAL PROCESS AND THEN TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL. THE MOST RECENT REVIEW WAS DECEMBER 2021. 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 FOR INSPECTION UPON REQUEST. THE ORGANIZATION IS FILING THEIR RETURN LATE. THERE WAS A MISCOMMUNICATION ON THE APPROVAL OF THE RETURN FROM THE ORGANIZATION TO THE PAID PREPARER AND CONFUSION THAT THE RETURN HAD ALREADY BEEN FILED. UPON NOTIFICATION OF THE ERROR, THE ORGANIZATION WORKED WITH THEIR PAID PREPARER TO SUBMIT THE 990. THE ORGANIZATION RESPECTFULLY REQUESTS ANY LATE PAYMENT PENALTY BE ABATED.