2026-06-12T13:44:35-05:00 2025-07-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-08-01 050487616 HEALTHCENTRIC ADVISORS INC HEAL 4015283200 2374 POST ROAD 200 WARWICK RI 02886 SUSAN AMELOTTE CHIEF FINANCIAL OFFICER 4015283200 2026-06-12 1 1 ALEXANDRA SPIELVOGEL P00821716 8605614000 2026-06-11 2024 2025-03-06 01:10:19Z X JOHN KEIMIG 2374 POST ROAD 200 WARWICK RI 02886 3869158 0 X WWW.HEALTHCENTRICADVISORS.ORG X 2003 RI TO DEVELOP AND PROVIDE CONSULTATION, EDUCATION, AND RESOURCES THAT MEASURE AND IMPROVE THE QUALITY, SAFETY AND VALUE OF HEALTHCARE. 9 9 42 12 0 0 5579974 2220570 1206844 1547438 141762 101150 0 0 6928580 3869158 0 0 0 0 4979856 4374299 0 0 0 1533426 914089 6513282 5288388 415298 -1419230 5574508 3436232 1672640 643298 3901868 2792934 HEALTHCENTRIC ADVISORS DEVELOPS AND PROVIDES INNOVATIVE AND EVIDENCE-BASED CONSULTATION, EDUCATION, TOOLS AND RESOURCES THAT MEASURE AND IMPROVE THE QUALITY, SAFETY, AND VALUE OF PERSON-CENTERED HEALTHCARE IN COMMUNITIES WE SERVE. 0 0 3764371 0 1547438 THE ORGANIZATION PROVIDES NOT-FOR-PROFIT HEALTHCARE QUALITY IMPROVEMENT, PATIENT SAFETY, AND HEALTH INFORMATION TECHNOLOGY CONSULTING, RESEARCH, EDUCATION, AND PROJECT ADMINISTRATION SERVICES TO PROVIDERS, GOVERNMENT AGENCIES, FOUNDATIONS, EDUCATION INSTITUTIONS, RESEARCH FIRMS, AND OTHER RELATED ENTITIES. 3764371 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 1 13 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X SUSAN AMELOTTE 4015283229 2374 POST ROAD SUITE 200 WARWICK RI 02886 MATTHEW R TRIMBLE CNHA CHAIR 0.50 X X 0 0 0 DONNA HUNTLEY-NEWBY PHD RN VICE CHAIR 0.50 X X 0 0 0 CLAIRE M IACOBUCCI CPA TREASURER 0.50 X X 0 0 0 HUGH J HALL SECRETARY 0.50 X X 0 0 0 NEAL J GALINKO MD DIRECTOR 0.50 X 0 0 0 THE HONORABLE THOMAS J IZZO DIRECTOR 0.50 X 0 0 0 PAUL F MCKENNEY MD DIRECTOR 0.50 X 0 0 0 PAULA A PARKER MSW LCSW DIRECTOR 0.50 X 0 0 0 ALLYSON VENTURA-TESILLO DIRECTOR 0.50 X 0 0 0 H JOHN KEIMIG MHA FACHE CEO 40.00 X 323825 0 76688 SUSAN AMELOTTE CHIEF FINANCIAL OFFICER 40.00 X 217999 0 59529 GAIL PATRY RN CPEHR CHIEF OPERATIONS OFFICER 40.00 X 214564 0 62089 KARA H BUTLER DIRECTOR OF ADMINISTRATIVE 40.00 X 170282 0 59760 LYNNE CHASE PROGRAM DIRECTOR 40.00 X 142256 0 19136 MARGUERITE MCLAUGHLIN PROGRAM DIRECTOR 40.00 X 129594 0 38359 KAREN D'ANTONIO PROGRAM DIRECTOR 40.00 X 108540 0 14851 BLAKE MORPHIS PROGRAM DIRECTOR 40.00 X 118038 0 40898 1425098 0 371310 13 0 1 0 RANDSTAD TECHNOLOGIES LLC 235 PROMENADE STREET SUITE 505 PROVIDENCE RI 02908 TEMPORARY STAFFING 181728 1 2220570 2220570 PROGRAM SERVICE REVENU 900099 1547438 1547438 1547438 101150 101150 3869158 1547438 0 101150 870413 870413 2887117 2887117 364514 333557 30957 252255 209797 42458 550 550 42945 42945 137078 129765 7313 270036 112698 157338 300155 300155 14722 13334 1388 26000 25456 544 43480 43480 SUBSCRIPTIONS AND MEDIA 79123 52647 26476 5288388 3764371 1524017 0 44882 41630 3828009 2949558 1441005 281237 53688 45349 431978 407800 66261 24178 140663 94280 5574508 3436232 796878 510763 735099 38255 140663 94280 1672640 643298 X 3901868 2792934 3901868 2792934 5574508 3436232 -1419230 310296 0 X X 0 1 X 1 0 X 3578136 3306116 5615279 5579974 2220570 20300075 3578136 3306116 5615279 5579974 2220570 20300075 20300075 64701 141762 101150 307613 20607688 7407623 0.98510 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 431978 407800 24178 24178 CURRENT LEASE LIABILITY - OPERATING 94280 94280 3869158 0 3869158 0 3869158 5288388 0 5288388 0 5288388 X X X X X 1 0 0 0 0 0 0 1 0 H JOHN KEIMIG MHA FACHE CEO 302132 0 21693 0 0 0 55650 0 21038 0 400513 0 0 0 SUSAN AMELOTTE CHIEF FINANCIAL OFFICER 203477 0 14522 0 0 0 38198 0 21331 0 277528 0 0 0 GAIL PATRY RN CPEHR CHIEF OPERATIONS OFFICER 0 0 0 0 214564 0 40707 0 21382 0 276653 0 0 0 KARA H BUTLER DIRECTOR OF ADMINISTRATIVE 158635 0 11647 0 0 0 31249 0 28511 0 230042 0 0 0 MARGUERITE MCLAUGHLIN PROGRAM DIRECTOR 129594 0 0 0 0 0 17498 0 20861 0 167953 0 0 0 LYNNE CHASE PROGRAM DIRECTOR 142256 0 0 0 0 0 17798 0 1338 0 161392 0 0 0 BLAKE MORPHIS PROGRAM DIRECTOR 118038 0 0 0 0 0 15882 0 25016 0 158936 0 0 0 PART I, LINE 4A GAIL PATRY'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $88,912 FOR SEVERANCE; TERMS AND CONDITIONS WERE AS FOLLOWS: DUE TO REDUCED FUNDING UNDER A SIGNIFICANT FEDERAL CONTRACT THE LEADERSHIP TEAM WAS DOWNSIZED TO BETTER SUPPORT AND ALIGN WITH THE REMAINING BOOK OF BUSINESS. SEVERANCE WAS PROVIDED PER POLICY. PART I, LINE 7 BONUSES ARE DISCRETIONARY IN NATURE AND ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD WITH THE EXCEPTION OF THE PRESIDENT/CEO, WHO AS AN EX-OFFICIO DIRECTOR MAY BE INVITED TO ATTEND MEETINGS OF THE EXECUTIVE COMMITTEE AT THE DISCRETION OF THE CHAIR. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD; PROVIDED, HOWEVER, THAT ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AT THE NEXT SUCCEEDING BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL, AMONG ITS DUTIES, REVIEW ANNUALLY THE PERFORMANCE OF THE PRESIDENT/CEO AND PRESENT SUCH REVIEW TO THE BOARD, REVIEW THE CORPORATION'S STAFF COMPENSATION PROGRAM ON A REGULARLY SCHEDULED BASIS (I.E., AT LEAST EVERY TWO (2) YEARS), PRESENT RECOMMENDATION OF NOMINEES FOR ELECTION AS DIRECTORS OF THE CORPORATION AND REVIEW THE CORPORATION'S BYLAWS AND RECOMMEND AMENDMENTS TO THE BOARD ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS' FINANCE COMMITTEE WITH A REPRESENTATIVE FROM THE ACCOUNTING FIRM THAT PREPARED THE RETURN. ONCE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, THE FORM 990 IS REVIEWED BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS WITH ALL CONTRACTORS, SUBCONTRACTORS, EMPLOYEES AND BOARD MEMBERS. THESE INDIVIDUALS ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS AND APPROPRIATE ACTION IS TAKEN. ALL DECISIONS MADE ARE RECORDED IN THE MINUTES TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. INCLUDED IN THE PROCESS ARE COMPARISONS TO SIMILAR ORGANIZATIONS, A COMPENSATION SURVEY, AND WRITTEN EMPLOYMENT CONTRACTS. THIS PROCESS HERE LAST OCCURRED IN 2022 AND THERE HAVE BEEN NO COMPENSATION INCREASES SINCE THEN. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF DIRECTORS LISTING, OFFICER APPOINTMENTS AND TERMS ARE POSTED ON THE HEALTHCENTRIC ADVISORS' WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS SHARED ON AN AS-NEEDED BASIS. ALL CONTRACTORS, SUBCONTRACTORS, EMPLOYEES AND BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED DURING THE FISCAL YEAR. PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT IS DUE TO A CHANGE IN CURRENT YEAR ESTIMATE ON THE PRIOR YEAR 401K ACCRUAL WHICH WON'T BE PAID DUE TO CURRENT YEAR LOSSES