2025-07-15T17:20:56-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-10-01 382464851 WELLNESS NETWORKS INC WELL 3134469800 3968 MT ELLIOT ST DETROIT MI 48207 TIMOTHY D DYER EXECUTIVE VP & CFO 3134469800 2025-07-14 1 1 SHELBY NETZ CPA P01405265 4147775500 2025-07-14 2023 2025-03-06 01:10:19Z UNIFIED HIV HEALTH AND BEYOND TIMOTHY D DYER 1311 N 6TH STREET MILWAUKEE WI 53212 3018792 0 X WWW.MIUNIFIED.ORG X 1983 MI TO BE A RELENTLESS CHAMPION FOR PEOPLE AFFECTED BY HIV AND DO ALL WE CAN TO HELP THEM THRIVE, BECAUSE WE BELIEVE EVERY PERSON HAS VALUE AND SHOULD BE TREATED WITH RESPECT. 20 20 60 20 0 0 4126524 2972057 17162 24478 0 13732 35773 8525 4179459 3018792 0 175155 0 0 2744244 2358660 0 0 0 1532417 1297503 4276661 3831318 -97202 -812526 1542975 1937188 882115 2088854 660860 -151666 X TO BE A RELENTLESS CHAMPION FOR PEOPLE AFFECTED BY HIV AND DO ALL WE CAN TO HELP THEM THRIVE, BECAUSE WE BELIEVE EVERY PERSON HAS VALUE AND SHOULD BE TREATED WITH RESPECT. 0 1 1371006 175155 24478 HIV CARE SERVICES - THE ORGANIZATION PROVIDES A VARIETY OF HIV CARE AND SUPPORT SERVICES TO IMPROVE HEALTH OUTCOMES FOR PERSONS LIVING WITH HIV AND REDUCE HIV TRANSMISSION. SERVICES INCLUDE: LINKAGE TO HIV CARE AND TREATMENT FOR NEWLY DIAGNOSED OR OUTOFCARE INDIVIDUALS, SYSTEMS NAVIGATION INCLUDING INSURANCE AND AIDS DRUG ASSISTANCE PROGRAM ENROLLMENT, MEDICAL CASE MANAGEMENT, TREATMENT ADHERENCE AND EMERGENCY FINANCIAL ASSISTANCE, MEDICAL TRANSPORTAION, HOUSING AND PYSCHOCOSOCIAL SUPPORT SERVICES. ADDITIONAL PROGRAMS ARE AIMED AT DECREASING HIV STIGMA AMONGST PERSONS LIVING WITH HIV AND THE GENERAL COMMUNITY. 1217971 PREVENTION SERVICES - THE ORGANIZATION PROVIDES HIV, HEPATITIS C AND STI TESTING AND REFERRAL SERVICES, AS WELL AS HIV PREVENTION INTERVENTIONS DESIGNED TO REDUCE THE ACQUISITION AND/OR TRANSMISSION OF HIV/HEPATITIS/STI. INTERVENTIONS INCLUDE EVIDENCEBASED GROUP LEVEL INTERVENTIONS, PREP REFERRAL AND NAVIGATION SERVICES AND HARM REDUCTION PROGRAMS FOR PERSONS WHO USE DRUGS INCLUDING BEHAVORAL HEALTH AND SYRINGE SERVICES. ADDITIONALLY THE ORGANIZATION RUNS A SERVICE STATEWIDE HIV/STI HOTLINE. 2588977 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X TIMOTHY D DYER 4142251542 1311 N 6TH STREET MILWAUKEE WI 53212 ARVAN CHAN BOARD CHAIR (START 05/2024) 1.00 5.00 X X 0 0 0 MATT BROWNING BOARD CHAIR (UNTIL 05/2024) 1.00 X X 0 0 0 NOEL LANDUYT PHD MA BOARD VICE CHAIR (START 05/2024) 1.00 5.00 X X 0 0 0 ASHELY MCADOO BOARD VICE CHAIR (UNTIL 05/2024) 1.00 X X 0 0 0 ERIC RYAN KESSELL SECRETARY (UNTIL 05/2024) 1.00 X X 0 0 0 TRACEY MCNEIL ROBINSON TREASURER (UNTIL 05/2024) 1.00 X X 0 0 0 EVE MOKOTOFF PAST CHAIR (UNTIL 05/2024) 1.00 X 0 0 0 CLARENCE JENNINGS MEMBER (UNTIL 05/2024) 1.00 X 0 0 0 JAYYE JOHNSON MEMBER (UNTIL 05/2024) 1.00 X 0 0 0 JAMES LEYERLE MEMBER (UNTIL 05/2024) 1.00 X 0 0 0 TOM WILCZAK MEMBER (UNTIL 05/2024) 1.00 X 0 0 0 AIMEE BECKER MD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 AISHA WHITE MD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 CLARENCE JENNINGS JR BOARD MEMBER (START 06/2024) 1.00 5.00 X 0 0 0 EVE MOKOTOFF MPH BOARD MEMBER (START 06/2024) 1.00 5.00 X 0 0 0 FRED SSEWAMALA PHD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 GORDON MYERS BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 HOBN BRIAN SIMS BOARD MEMBER (START 06/2024) 1.00 5.00 X 0 0 0 JAMES SUMERS BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 JOHN NYGREN BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 KEVIN HAYNES BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 MARCUS LEONARD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 MICHAEL MURPHY BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 MIKE ROMANO BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 POONNASA CORN BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 ROBBIE HARRIFORD MD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 ROBERT GAROFALO MD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 RYAN COX BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 SUSSANN KOTARA MD BOARD MEMBER (START 05/2024) 1.00 5.00 X 0 0 0 BRANDON HILL CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 612822 128508 TIMOTHY D DYER EXECUTIVE VP & CFO 1.00 40.00 X 0 470359 92295 MARGARET LIDSTONE CHIEF DEVELOPMENT OFFICER 1.00 40.00 X 0 315905 49889 LEANNE SAVOLA PRESIDENT/CEO (UNTIL 05/2024) 40.00 X 99746 0 29845 99746 1399086 300537 0 1 1 0 ALM MANAGEMENT LLC 2287 ELLSWORTH RD SUITE A YPSILANTI MI 48197 RENT 272492 FINANCIAL ONE 44744 HELM STREET PLYMOUTH MI 48170 OUTSOURCED ACCOUNTING 204821 D & S CONTRACTORS INC 3500 W 11 MILE ROAD SUITE A BERKLEY MI 48072 CONSTRUCTION SERVICES 131622 3 2647 2928808 40602 2972057 PROGRAM REVENUE 900099 24478 24478 24478 13732 13732 MISCELLANEOUS INCOME 900099 8525 8525 8525 3018792 24478 0 22257 175155 175155 129591 116632 12959 1868749 1681874 186875 5973 5376 597 175423 157880 17543 178924 161032 17892 146783 146783 305510 24985 280525 33191 33191 78945 5834 73111 11099 11099 402784 402784 55843 55843 3432 3432 8079 8079 40290 40290 PROGRAM MATERIALS 142740 142740 OTHER EXPENSES 50445 50445 EMPLOYEE EDUCATION 11181 11181 LICENSES AND FEES 7181 7181 3831318 2588977 1242341 0 75511 768046 0 698555 938851 0 48659 11130 44065 32892 19252 11173 460702 448284 1542975 1937188 280932 367688 142786 11282 107990 0 350407 1709884 882115 2088854 X 647970 -151666 12890 0 660860 -151666 1542975 1937188 -812526 0 X X 0 1 X 1 1 1 X 3805224 4162037 3988207 4126524 2972057 19054049 3805224 4162037 3988207 4126524 2972057 19054049 19054049 8998 3779 11187 11410 13732 49106 19103155 109021 0.99740 0.99820 X PART II, SHORT YEAR EXPLANATION:: FOR 2023, THE ORGANIZATION CHANGED ITS TAX YEAR END FROM SEPTEMBER 30 TO AUGUST 31 AND FILED A SHORT PERIOD FORM 990 COVERING THE PERIOD OCTOBER 1, 2023 TO AUGUST 31, 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111515 13732 125247 106188 11116 5209 580 111515 129104 -17324 5025 567 106188 108775 23304 2434 537 129104 109321 7222 7231 537 108775 1.00000 1 0 44065 32892 11173 11173 BENEFICIAL INTEREST 125247 SECURITY DEPOSITS 56105 RIGHT OF USE ASSETS 266932 448284 LEASE LIABILTY 267243 DUE TO VIVENT HEALTH 1442641 1709884 X 3018792 0 3018792 0 3018792 3831318 0 3831318 0 3831318 PART V, LINE 4: INVESTMENT EARNINGS FROM THE FUND WILL BE USED TO SUPPORT FUTURE OPERATIONS AND PROGRAMS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) AND IS ALSO EXEMPT FROM STATE INCOME TAXES. 1 FOOD ASSISTANCE 56 4939 RENT ASSISTANCE 24 51567 CLIENT FINANCIAL ASSISTANCE 85 118649 PART I, LINE 2: FINANCIAL CLIENT ASSISTANCE IS ONLY ALLOWABLE THROUGH GRANTS FOCUSING ON CASE MANAGEMENT SERVICES OR HOUSING ASSISTANCE FOR PEOPLE LIVING WITH HIV/AIDS. THESE FUNDS ARE ONLY FOR CLIENTS WHO MEET ELIGIBILITY CRITERIA AND MUST BE USED AS PAYER OF LAST RESORT. AS REQUIRED BY FUNDERS, THIS IS CONSISTENTLY DOCUMENTED IN CLIENT RECORDS. WHEN CLIENT ASSISTANCE IS PROVIDED, IT IS APPROVED BY THE DIRECTOR OF CLIENT SERVICES AND THE PRESIDENT/CEO BEFORE PAYMENT CAN BE PROCESSED. CHECKS ARE NEVER MADE OUT TO THE CLIENT, BUT RATHER MADE PAYABLE TO THE BUSINESS TO WHO THE CLIENT OWES MONEY, TYPICALLY PHARMACIES, LANDLORDS, OR UTILITY COMPANIES. 1 1 0 0 0 0 1 0 0 BRANDON HILL CHIEF EXECUTIVE OFFICER 0 443422 0 169400 0 0 0 110848 0 17660 0 741330 0 0 TIMOTHY D DYER EXECUTIVE VP & CFO 0 329517 0 140842 0 0 0 66615 0 25680 0 562654 0 0 MARGARET LIDSTONE CHIEF DEVELOPMENT OFFICER 0 237324 0 78581 0 0 0 13251 0 36638 0 365794 0 0 PART I, LINE 3 EFFECTIVE 5/1/24, ALL EMPLOYEES WERE PAID OUT OF VIVENT HEALTH ("VH") A RELATED ORGANIZATION. VIVENT HEALTH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINES 4A-B SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. PRESIDENT AND CEO, BRANDON HILL, AND CHIEF FINANCIAL OFFICER, TIMOTHY DYER, PARTICIPATE IN A 457(F) PLAN SPONSORED BY VIVENT HEALTH, A RELATED ORGANIZATION. THERE WERE NO AMOUNTS PAID OUT DURING THE CALENDAR YEAR ENDING WITHIN THE TAXABLE YEAR. PART I, LINE 6 ALL STAFF HAVE PAY FOR PERFORMANCE GOALS EACH YEAR, AND AS PART OF THOSE GOALS, SOME SENIOR STAFF HAVE A NET EARNINGS TARGET AS ONE OF THEIR GOALS. HOWEVER, COMPENSATION IS NOT CALCULATED BASED ON THE NET EARNINGS, BUT ON THE ACHIEVEMENT OF THE NET EARNINGS GOAL ITSELF. FORM 990, PART III, LINE 3 DURING THE FISCAL YEAR, VIVENT HEALTH, INC BECAME OUR AFFILIATED AND MANAGED SERVICES PARTNER. WELLNESS NETWORK, INC. ADOPTED VIVENT HEALTH OPERTIONAL/PROGRAM POLICIES ON 5/1/2024. WELLNESS NETWORK, INC. AND THE CITY OF DETROIT DISCONTINUED THEIR FUNDING RELATIONSHIP IN APRIL 2024. ALTHOUGH MOST PROGRAM SERVICES CONTINUED DESPITE THE FUNDING DECREASE, A FEW WERE ELIMINATED. FORM 990, PART VI, SECTION A, LINE 1A EFFECTIVE 5/1/24, THE ORGANIZATION ADOPTED THE POLICIES OF ITS SOLE CORPORATE MEMBER, VIVENT HEALTH. THERE IS AN EXECUTIVE COMMITTEE THAT SHALL ACT ON BEHALF OF THE FULL BOARD BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO ELECT OR REMOVE DIRECTORS OR OFFICERS OF THE CORPORATION, INCLUDING THE PRESIDENT & CHIEF EXECUTIVE OFFICER, FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON ANY BOARD COMMITTEE, OR APPROVE ANY CORPORATE ACQUISITION OR MERGER. THE EXECUTIVE COMMITTEE SHALL OVERSEE THE ORGANIZATIONAL EXPANSION OF THE CORPORATION, INCLUDING THE IMPLEMENTATION AND EXECUTION OF MERGERS AND ACQUISITIONS. ANY ACTIONS TAKEN BY EXECUTIVE COMMITTEE SHALL BE RATIFIED BY THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE 5/1/24, VIVENT HEALTH BECAME THE SOLE CORPORATE MEMBER, AND THE ORGANIZATION'S GOVERNING DOCUMENTS WERE AMENDED TO REFLECT THE CHANGE. THE ORGANIZATION ADOPTED VIVENT HEALTH OPERTIONAL/PROGRAM POLICIES AS OF THIS DATE. FORM 990, PART VI, SECTION B, LINE 11B EFFECTIVE 5/1/24, THE ORGANIZATION ADOPTED THE POLICIES OF ITS SOLE CORPORATE MEMBER, VIVENT HEALTH. THE BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO ACT AS THE AUDIT COMMITTEE. AS PART OF THAT ROLE, THE COMMITTEE CONDUCTS A DETAILED REVIEW OF THE 990 PRIOR TO ITS FILING. THE COMMITTEE PROVIDES A REPORT OF THE RESULTS OF THAT REVIEW ALONG WITH A COPY OF THE 990 TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C EFFECTIVE 5/1/24, THE ORGANIZATION ADOPTED THE POLICIES OF ITS SOLE CORPORATE MEMBER, VIVENT HEALTH. ON AN ANNUAL BASIS, FINANCE, AUDIT, AND RISK COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CURRENT WRITTEN CONFLICT OF INTEREST POLICY AND MAKES RECOMMENDATIONS FOR ANY NECESSARY CHANGE TO THE FULL BOARD OF DIRECTORS FOR ADOPTION. THE CORPORATE SECRETARY DISTRIBUTES AND COLLECTS THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE THEN REVIEWED BY EXECUTIVE MANAGEMENT FOR POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A REVIEW AND APPROVAL BY BOARD BASED UPON COMPARABLE DATA, DELIBERATION, AND DISCUSSION. EFFECTIVE 5/1/24, THE ORGANIZATION ADOPTED THE POLICIES OF ITS SOLE CORPORATE MEMBER, VIVENT HEALTH, WHICH INCLUDED HOW THE CEO'S COMPENSATION WOULD BE DETERMINED GOING FORWARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC IN TWO WAYS, ELECTRONICALLY THROUGH GUIDESTAR.ORG AND ON ITS OWN WEBSITE. THE EXECUTIVE VICE PRESIDENT & CFO MAINTAINS BOTH ELECTRONIC AND HARDCOPY FILES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITS, AND FORMS 990 AND 1023. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: EFFECTIVE 5/1/24, THE ORGANIZATION ADOPTED THE POLICIES OF ITS SOLE CORPORATE MEMBER, VIVENT HEALTH. THE BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO ACT AS THE AUDIT COMMITTEE, WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. VIVENT HEALTH INC 1311 N 6TH STREET MILWAUKEE WI 53212 391534049 HIV PREVENTION, CARE AND TREATMENT WI 501(C)(3) LINE 7 N/A 0 MILWAUKEE AIDS HOUSING CORPORATION 1311 N 6TH STREET MILWAUKEE WI 53212 391779442 HOUSING FOR HIV POSITIVE INDIVIDUALS WI 501(C)(3) LINE 7 VIVENT HEALTH 0 ARCW ENDOWMENT FUND INC 1311 N 6TH STREET MILWAUKEE WI 53212 391963731 RAISING FUNDS FOR VH'S EXEMPT PURPOSE WI 501(C)(3) LINE 7 VIVENT HEALTH 0 AIDS SERVICES OF AUSTIN 104 E HIGHLAND MALL BLVD SUITE 100 AUSTIN TX 78752 742440845 HIV PREVENTION, CARE, AND TREATMENT TX 501(C)(3) LINE 7 VIVENT HEALTH 0 TPA NETWORK INC 5537 N BROADWAY CHICAGO IL 60640 363591116 EMPOWERING THOSE LIVING WITH HIV/AIDS IL 501(C)(3) LINE 7 VIVENT HEALTH 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0