EQUITAS HEALTH INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EQUITAS HEALTH INC (EIN 31-1126780)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202501329349305720
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T16:09:47+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Walnut Street Suite 3000 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311126780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Equitas Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EQUI | BusinessNameControlTxt |
| Phone | 6142992437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 Schrock Road Suite 400 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William J | PersonNm |
| Person Title | Hardy | PersonTitleTxt |
| Phone | 6142992437 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
| Preparation | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID ERNESTO MUNAR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 Schrock Road Suite 400 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $165,871,956 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EQUITASHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO BE THE GATEWAY TO GOOD HEALTH FOR THOSE AT RISK OF OR AFFECTED BY HIV/AIDS, FOR THE LGBTQ COMMUNITY, AND FOR THOSE SEEKING A WELCOMING HEALTHCARE HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 751 | TotalEmployeeCnt |
| Total Volunteers | 1052 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,717,037 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,419,763 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,094,124 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,630,691 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,305 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,321 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,490,494 | PYOtherRevenueAmt |
| CY Other Revenue | $45,494,763 | CYOtherRevenueAmt |
| PY Total Revenue | $73,312,960 | PYTotalRevenueAmt |
| CY Total Revenue | $78,554,538 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,942,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,172,554 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,233,893 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,525,181 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,986,673 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,664,476 | PYOtherExpensesAmt |
| CY Other Expenses | $26,234,396 | CYOtherExpensesAmt |
| PY Total Expenses | $80,840,694 | PYTotalExpensesAmt |
| CY Total Expenses | $86,932,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,527,734 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,377,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,404,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,308,493 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,335,745 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,617,488 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,068,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,691,005 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO BE THE GATEWAY TO GOOD HEALTH FOR THOSE AT RISK OF OR AFFECTED BY HIV/AIDS, FOR THE LGBTQ COMMUNITY, AND FOR THOSE SEEKING A WELCOMING HEALTHCARE HOME. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $38,565,107 | ExpenseAmt |
| Grant | $335,178 | GrantAmt |
| Revenue | $54,550,118 | RevenueAmt |
| Desc | THE COLUMBUS, CINCINNATI AND DAYTON CENTERS PROVIDE A FULL RANGE OF INTEGRATED TREATMENT AND SUPPORTIVE SERVICES, INCLUDING SPECIALIZED HIV AND PRIMARY MEDICAL CARE, HIV TESTING, BEHAVIORAL HEALTH TREATMENT, BIOMEDICAL PREVENTION TREATMENT, FINANCIAL ASSISTANCE, MEDICAL CASE MANAGEMENT AND PREVENTION COUNSELING, A FULL-SERVICE PHARMACY PROVIDING MEDICATIONS, ON-SITE ADHERENCE COUNSELING, DENTAL SERVICES AT OUR DAYTON AND KING LINCOLN MEDICAL CENTER LOCATIONS AND CLINICAL PHARMACY SERVICES ARE AVAILABLE TO PATIENTS ACROSS OHIO. IN ADDITION, EQUITAS MANAGES THREE PHARMACY CLINICS IN DALLAS, TEXAS IN COLLABORATION WITH A LOCAL HEALTHCARE PROVIDER TO ENSURE PATIENTS LIVING WITH OR AT RISK FOR HIV CAN OBTAIN THEIR MEDICATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,192,767 | ExpenseAmt |
| Grant | $1,818,962 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CLIENT SERVICES A COMPREHENSIVE ARRAY OF TREATMENT AND SUPPORT SERVICES FOR THOSE LIVING WITH HIV/AIDS, INCLUDING PRIMARY AND INFECTIOUS DISEASE MEDICAL TREATMENT, BEHAVIORAL HEALTH TREATMENT, MEDICAL AND HOUSING CASE MANAGEMENT, EMERGENCY FINANCIAL AID, HOUSING ASSISTANCE/HOMELESSNESS PREVENTION, PANTRY/NUTRITION, SUPPORT GROUPS, TREATMENT ADHERENCE, PHARMACY AND MEDICATIONS, EDUCATION AND QUALITY OF LIFE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,396,199 | ExpenseAmt |
| Grant | $17,588 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLIC EDUCATION AND INFORMATION PREVENTION ACTIVITIES THAT WORK AT VARIOUS LEVELS OF THE HIV CARE CONTINUUM TO REDUCE HIV TRANSMISSION THROUGH HIV TESTING/COUNSELING/REFERRAL, BIOMEDICAL PREVENTION ACTIVITIES AND SERVICES, HIGH IMPACT PREVENTION MODALITIES, EVIDENCED-BASED INTERVENTIONS, EDUCATIONAL AND OUTREACH ACTIVITIES THAT INCREASE AWARENESS, PROVIDE ACCURATE INFORMATION, AND ENCOURAGE CHANGES IN KNOWLEDGE, ATTITUDES AND BEHAVIORS THAT AFFECT THE SPREAD OF HIV. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $476,685 | ExpenseAmt |
| Grant | $826 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLIC POLICY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $476,685 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $826 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $62,630,758 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 587 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 751 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY MCNEAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142992437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SHROCK ROAD SUITE 400 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43229 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KAARINA ORNELAS | |||||||||
| Board Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHILIP STOWERS | |||||||||
| VICE CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICH MACHINSKI | |||||||||
| TREASURER - TERM ENDED | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MCMANUS | |||||||||
| Secretary | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AARYN LANG | |||||||||
| TRUSTEE - TERM ENDED | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony Peddle | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Clayton O'Neill | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DEBE TURNBULL | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Delia Sosa | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Hollenbaugh | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EVAN STEFFENS | |||||||||
| TRUSTEE - TERM ENDED | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gabriel Mastin | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KENT HOLLOWAY | |||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nathaniel Johnson | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| OMAR ELHAGMUSA | |||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Karason | |||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Snyder | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SABRINA POWERS | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffery McNeal | |||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT COPELAND | |||||||||
| INTERIM CEO | 40.0 | 0.0 | Yes (X) | $453,200 | $0 | $31,338 | |||
| Carl Zani | |||||||||
| Chief Advancement Officer | 40.0 | 0.0 | $236,094 | $0 | $38,007 | Yes (X) | |||
| David Tessier | |||||||||
| Chief Medical Officer | 40.0 | 0.0 | $311,751 | $0 | $2,540 | Yes (X) | |||
| DWAYNE STEWARD | |||||||||
| INTERM CHIEF PEOPLE OFFICER | 40.0 | 0.0 | $247,552 | $0 | $29,881 | Yes (X) | |||
| MAREVA PAGE | |||||||||
| CHIEF FINANCIAL OFFICER - Term Ended | 40.0 | 0.0 | $244,085 | $0 | $38,904 | Yes (X) | |||
| NICK SALTSMAN | |||||||||
| CHIEF PHARMACY OFFICER | 40.0 | 0.0 | $265,534 | $0 | $46,469 | Yes (X) | |||
| Sam Brinker | |||||||||
| General Counsel & Compliance Officer | 40.0 | 0.0 | $214,249 | $0 | $22,348 | Yes (X) | |||
| Jasmine Marks | |||||||||
| Senior Director of Equity and Education | 40.0 | 0.0 | $217,805 | $0 | $29,363 | Yes (X) | |||
| Kara Guisinger | |||||||||
| Primary Care Physician | 40.0 | 0.0 | $197,104 | $0 | $6,028 | Yes (X) | |||
| Kelly Wesp | |||||||||
| Vice President of Quality and Evaluation | 40.0 | 0.0 | $195,710 | $0 | $13,978 | Yes (X) | |||
| MATTHEW BAUER | |||||||||
| SOUTHWEST MEDICAL DIRECTOR | 40.0 | 0.0 | $274,673 | $0 | $37,139 | Yes (X) | |||
| Reginald Gibson | |||||||||
| Director of Dental Services | 40.0 | 0.0 | $213,702 | $0 | $16,861 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,071,459 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $312,856 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 82 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Ochin Inc | ||||||
| 1881 W Naito Parkway | Portland | OR | 97201 | Billing | $1,200,917 | |
| Greg Factor and Associates | ||||||
| 316 N Rossmore Avenue | Los Angeles | CA | 19810 | Consultant | $913,264 | Suite 505 |
| Sorrento | ||||||
| 4600 Euclid Avenue | Cleveland | OH | 44103 | Security | $368,928 | |
| Epstein Baker | ||||||
| 250 West Street | Columbus | OH | 43215 | Legal | $209,679 | Suite 300 |
| Littler | ||||||
| 101 2nd Street | San Francisco | CA | 94105 | Legal | $209,679 | Suite 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $22,402,510 | GovernmentGrantsAmt |
| All Other Contributions | $1,017,253 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $23,419,763 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 624100 | $9,564,788 | $9,564,788 | $0 | $0 |
| FEES/CONTRACT SERVICES | 624100 | $65,903 | $65,903 | $0 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,630,691 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,321 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $173,379 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $173,379 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $173,379 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $155,247 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,437 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,810 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $77,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $132,159,408 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $87,239,981 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,919,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,919,427 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $324,147 | $0 | $0 | $324,147 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $324,147 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,554,538 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,550,118 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $584,657 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,371 | TotalAmt |
| Program Services | $331,371 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841,183 | TotalAmt |
| Program Services | $1,841,183 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,954 | TotalAmt |
| Program Services | $1,540,705 | ProgramServicesAmt |
| Management And General | $586,803 | ManagementAndGeneralAmt |
| Fundraising | $54,446 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,919,506 | TotalAmt |
| Program Services | $29,599,893 | ProgramServicesAmt |
| Management And General | $11,273,609 | ManagementAndGeneralAmt |
| Fundraising | $1,046,004 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,193 | TotalAmt |
| Program Services | $591,859 | ProgramServicesAmt |
| Management And General | $225,419 | ManagementAndGeneralAmt |
| Fundraising | $20,915 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,313,576 | TotalAmt |
| Program Services | $7,282,547 | ProgramServicesAmt |
| Management And General | $2,773,678 | ManagementAndGeneralAmt |
| Fundraising | $257,351 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,271,952 | TotalAmt |
| Program Services | $2,310,367 | ProgramServicesAmt |
| Management And General | $879,941 | ManagementAndGeneralAmt |
| Fundraising | $81,644 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,248 | TotalAmt |
| Program Services | $426,667 | ProgramServicesAmt |
| Management And General | $162,503 | ManagementAndGeneralAmt |
| Fundraising | $15,078 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,350 | TotalAmt |
| Program Services | $68,740 | ProgramServicesAmt |
| Management And General | $26,181 | ManagementAndGeneralAmt |
| Fundraising | $2,429 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,778,341 | TotalAmt |
| Program Services | $4,786,272 | ProgramServicesAmt |
| Management And General | $1,822,931 | ManagementAndGeneralAmt |
| Fundraising | $169,138 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,048 | TotalAmt |
| Program Services | $191,391 | ProgramServicesAmt |
| Management And General | $72,894 | ManagementAndGeneralAmt |
| Fundraising | $6,763 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,932,933 | TotalAmt |
| Program Services | $2,070,981 | ProgramServicesAmt |
| Management And General | $788,767 | ManagementAndGeneralAmt |
| Fundraising | $73,185 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,326,681 | TotalAmt |
| Program Services | $1,642,899 | ProgramServicesAmt |
| Management And General | $625,725 | ManagementAndGeneralAmt |
| Fundraising | $58,057 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,705,807 | TotalAmt |
| Program Services | $2,616,717 | ProgramServicesAmt |
| Management And General | $996,620 | ManagementAndGeneralAmt |
| Fundraising | $92,470 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,674 | TotalAmt |
| Program Services | $412,140 | ProgramServicesAmt |
| Management And General | $156,970 | ManagementAndGeneralAmt |
| Fundraising | $14,564 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,199 | TotalAmt |
| Program Services | $36,152 | ProgramServicesAmt |
| Management And General | $13,769 | ManagementAndGeneralAmt |
| Fundraising | $1,278 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,789 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $309,789 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,345 | TotalAmt |
| Program Services | $1,002,420 | ProgramServicesAmt |
| Management And General | $585,925 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,031 | TotalAmt |
| Program Services | $397,563 | ProgramServicesAmt |
| Management And General | $151,419 | ManagementAndGeneralAmt |
| Fundraising | $14,049 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $3,250,842 | $3,243,580 | $7,262 | $0 |
| SUPPLIES | $559,174 | $394,840 | $150,381 | $13,953 |
| CONTRACT SERVICES | $262,011 | $185,009 | $70,464 | $6,538 |
| STAFF DEVELOPMENT | $720,122 | $508,487 | $193,666 | $17,969 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,629,801 | TotalAmt |
| Program Services | $1,148,975 | ProgramServicesAmt |
| Management And General | $439,984 | ManagementAndGeneralAmt |
| Fundraising | $40,842 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,932,131 | TotalAmt |
| Program Services | $62,630,758 | ProgramServicesAmt |
| Management And General | $22,314,700 | ManagementAndGeneralAmt |
| Fundraising | $1,986,673 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,064,190 | BOYAmt |
| EOY | $5,592,554 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,960,062 | BOYAmt |
| EOY | $6,145,227 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,007,000 | BOYAmt |
| EOY | $11,901,825 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,588,831 | BOYAmt |
| EOY | $5,398,093 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,256 | BOYAmt |
| EOY | $1,170,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,797,567 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,779,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,764,845 | BOYAmt |
| EOY | $16,018,308 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008,074 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,630,085 | BOYAmt |
| EOY | $7,082,484 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,404,343 | BOYAmt |
| EOY | $53,308,493 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,121,980 | BOYAmt |
| EOY | $11,850,833 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,203,004 | BOYAmt |
| EOY | $4,480,990 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,010,761 | BOYAmt |
| EOY | $7,285,665 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,335,745 | BOYAmt |
| EOY | $23,617,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,068,598 | BOYAmt |
| EOY | $29,691,005 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,068,598 | BOYAmt |
| EOY | $29,691,005 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,404,343 | BOYAmt |
| EOY | $53,308,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,377,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,984,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,482,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,382,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,717,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,419,763 | CurrentTaxYearAmt |
| Total | $103,985,837 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,984,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,482,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,382,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,717,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,419,763 | CurrentTaxYearAmt |
| Total | $103,985,837 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,985,837 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $667,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,700 | CurrentTaxYearAmt |
| Total | $1,329,422 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,296,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $711,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,029,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $401,957 | CurrentTaxYearAmt |
| Total | $3,521,130 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $108,836,389 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $239,328,996 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9554 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9515 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - 1296000.0, COLUMN B - 711231.0, COLUMN C - 82608.0, COLUMN D - 1029334.0, COLUMN E - 401957.0, COLUMN F - 3521130.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $60,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID A LOBBYING FIRM $60,000 FOR LOBBYING AND GOVERNMENT AFFAIRS. EQUITAS IS A MEMBER OF CERTAIN TRADE ORGANIZATIONS WHICH ENGAGE IN LOBBYING ACTIVITIES. THIS AMOUNT REFLECTS THE PORTION OF THE DUES USED FOR SUCH ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,667,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,008,927 | DepreciationAmt |
| Book Value | $9,658,380 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,737,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,466,770 | DepreciationAmt |
| Book Value | $5,270,806 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,175,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,303,562 | DepreciationAmt |
| Book Value | $871,973 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $217,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $217,149 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,018,308 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Asset | $16,155 |
| Right of use Asset | $7,066,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,082,484 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liabilities | Desc |
| Amt | $7,285,665 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,285,665 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $165,794,519 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $165,794,519 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$87,239,981 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$87,239,981 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $78,554,538 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $174,172,112 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $87,239,981 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $87,239,981 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,932,131 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $86,932,131 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | COST OF GOODS SOLD INCLUDED AS REVENUE ON FORM 990 - -87239981 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | COST OF GOODS SOLD INCLUDED AS REVENUE ON FORM 990 - 87239981 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Aids Walk | Event1Nm |
| Gross Receipts Event1 | $155,247 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,247 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $69,187 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Event2 | $0 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $155,247 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $155,247 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $69,187 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,437 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $77,810 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Cincinnati Pride | |||||||
| PO Box 14246 | Cincinnati | OH | 45250 | 463681791 | 501(c)(3) | $5,000 | PROGRAM SUPPORT |
| Community AIDS NetworkAkron Pride Initiative | |||||||
| 759 West Market Street | Akron | OH | 44303 | 311506671 | 501(c)(3) | $5,000 | PROGRAM SUPPORT |
| Greater Dayton LGBT Center | |||||||
| 136 N St Clair Street | Dayton | OH | 45402 | 310887625 | 501(c)(3) | $5,000 | PROGRAM SUPPORT |
| Stonewall Columbus | |||||||
| 1160 North Hight Street | Columbus | OH | 43201 | 311189481 | 501(c)(3) | $5,500 | PROGRAM SUPPORT |
| First Grace United Church of Christ | |||||||
| 1265 S Cleve-Mass Road | Akron | OH | 44321 | 131957221 | 501(c)(3) | $13,200 | PROGRAM SUPPORT |
| Columbus Museum of Art | |||||||
| 480 East Broad Street | Columbus | OH | 43215 | 314379447 | 501(c)(3) | $20,000 | PROGRAM SUPPORT |
| Queerencia LLC | |||||||
| 1391 W 5th Avenue Suite 388 | Columbus | OH | 43212 | 853331869 | 501(c)(3) | $30,882 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Direct Service and Support | GrantTypeTxt |
| Recipient | 1611 | RecipientCnt |
| Cash Grant | $1,841,183 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (a) LINE 1 - GRANTS AND ASSISTANCE TO INDIVIDUALS | THE ORGANIZATION PROVIDES DIRECT SERVICES AND SUPPORT TO INDIVIDUALS LIVING WITH HIV/AIDS. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL FINANCIAL ASSISTANCE TO CLIENTS IS PROVIDED IN COMPLIANCE WITH THE ORGANIZATION'S CLIENT SERVICES POLICIES AND FEDERAL AND STATE PROGRAM REGULATIONS, INCLUDING THOSE OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT HOUSING OPPORTUNITIES FOR PEOPLE WITH AIDS, RYAN WHITE TREATMENT MODERNIZATION ACT OF 2006, AND FEDERAL EMERGENCY ASSISTANCE ACT IMPLEMENTATION. THESE ACTIVITIES ARE MONITORED INTERNALLY BY PROGRAM LEADERSHIP AND REGULARLY BY THE GOVERNMENTAL GRANTORS, THE COMPLIANCE OFFICER AND THE ANNUAL INDEPENDENT AUDIT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT COPELAND | ||||||||||||||
| INTERIM CEO | $264,367 | $0 | $0 | $0 | $188,833 | $0 | $8,240 | $0 | $23,098 | $0 | $484,538 | $0 | $0 | $0 |
| David Tessier | ||||||||||||||
| Chief Medical Officer | $311,751 | $0 | $0 | $0 | $0 | $0 | $2,540 | $0 | $0 | $0 | $314,291 | $0 | $0 | $0 |
| NICK SALTSMAN | ||||||||||||||
| CHIEF PHARMACY OFFICER | $265,534 | $0 | $0 | $0 | $0 | $0 | $9,396 | $0 | $37,073 | $0 | $312,003 | $0 | $0 | $0 |
| MAREVA PAGE | ||||||||||||||
| CHIEF FINANCIAL OFFICER - Term Ended | $244,085 | $0 | $0 | $0 | $0 | $0 | $8,904 | $0 | $30,000 | $0 | $282,989 | $0 | $0 | $0 |
| DWAYNE STEWARD | ||||||||||||||
| INTERM CHIEF PEOPLE OFFICER | $160,073 | $0 | $0 | $0 | $87,479 | $0 | $4,437 | $0 | $25,444 | $0 | $277,433 | $0 | $0 | $0 |
| Carl Zani | ||||||||||||||
| Chief Advancement Officer | $236,094 | $0 | $0 | $0 | $0 | $0 | $8,651 | $0 | $29,356 | $0 | $274,101 | $0 | $0 | $0 |
| Sam Brinker | ||||||||||||||
| General Counsel & Compliance Officer | $214,249 | $0 | $0 | $0 | $0 | $0 | $1,715 | $0 | $20,633 | $0 | $236,597 | $0 | $0 | $0 |
| MATTHEW BAUER | ||||||||||||||
| SOUTHWEST MEDICAL DIRECTOR | $274,673 | $0 | $0 | $0 | $0 | $0 | $10,987 | $0 | $26,152 | $0 | $311,812 | $0 | $0 | $0 |
| Jasmine Marks | ||||||||||||||
| Senior Director of Equity and Education | $217,805 | $0 | $0 | $0 | $0 | $0 | $7,530 | $0 | $21,833 | $0 | $247,168 | $0 | $0 | $0 |
| Reginald Gibson | ||||||||||||||
| Director of Dental Services | $213,702 | $0 | $0 | $0 | $0 | $0 | $1,300 | $0 | $15,561 | $0 | $230,563 | $0 | $0 | $0 |
| Kelly Wesp | ||||||||||||||
| Vice President of Quality and Evaluation | $195,710 | $0 | $0 | $0 | $0 | $0 | $7,828 | $0 | $6,150 | $0 | $209,688 | $0 | $0 | $0 |
| Kara Guisinger | ||||||||||||||
| Primary Care Physician | $197,104 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,028 | $0 | $203,132 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4a Severance or change-of-control payment | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED SEVERENCE PAYMENT(S) Dwayne Steward $87,479 Robert Copeland $188,833 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 476,685 including grants of $ 826)(Revenue $ 0) PUBLIC POLICY |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE ORGANIZATION'S MANAGEMENT TEAM ALSO REVIEWS THE RETURN. ONCE THIS REVIEW IS COMPLETED, THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | EQUITAS HEALTH INC. COMPLIES WITH ALL APPLICABLE LAWS AND REGULATIONS AND EXPECTS ITS DIRECTORS, OFFICERS, AND EMPLOYEES TO CONDUCT BUSINESS IN ACCORDANCE WITH THE LETTER, SPIRIT AND INTENT OF ALL RELEVANT LAWS AND REFRAIN FROM ANY ILLEGAL, DISHONEST, OR UNETHICAL CONDUCT. ALL STAFF AND BOARD MEMBERS ARE EXPECTED TO FULLY UNDERSTAND AND ADHERE TO THE CODE OF ETHICS. WRITTEN, DETAILED POLICIES OUTLINING SPECIFIC TYPES OF CONFLICTS OF INTEREST AND THE APPEARANCE OF SUCH CONFLICTS ARE PROVIDED AND SIGNED BY ALL EMPLOYEES AND BOARD MEMBERS. ALL EMPLOYEES, TRUSTEES, AND OFFICERS ARE OBLIGED TO AVOID ANY SITUATION IN WHICH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST COULD ARISE, ANY SITUATION OR ACTIVITY INVOLVING A POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN ADVANCE, IN WRITING, TO EQUITAS HEALTH'S HUMAN RESOURCES DEPARTMENT IN ACCORDANCE WITH THIS POLICY. COMPLIANCE WITH THESE POLICIES IS MONITORED BY THE COMPLIANCE OFFICER. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IN FY24 THE REVIEW WAS CONDUCTED BY THE BOARD OF TRUSTEES ALONG WITH OTHER EXECUTIVE LEADERSHIP. THE COMPENSATION APPROACH FOR FY24 WAS SIMILAR TO A COLA MODEL. STAFF SALARIES WERE APPROVED BY THE CEO AND THE CEO SALARY WAS APPROVED BY THE BOARD. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | IN FY24 THE REVIEW WAS CONDUCTED BY THE CEO/EXECUTIVE LEADERSHIP TEAM. THE COMPENSATION APPROACH FOR FY24 WAS SIMILAR TO A COLA MODEL. STAFF SALARIES WERE APPROVED BY THE CEO AND THE CEO SALARY WAS APPROVED BY THE BOARD. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION UPON THE REQUEST OF THIS INFORMATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMC OHIO LLC | |||||||||
| 1105 SCHROCK ROAD SUITE 400 | COLUMBUS | OH | 43229 | 320377156 | PHARMACY | OH | $112,731,115 | $13,865,870 | EQUITAS |
| GGH LLC | |||||||||
| 1105 SCHROCK ROAD SUITE 400 | COLUMBUS | OH | 43229 | 832401542 | REAL ESTATE | OH | $446,538 | $7,314,025 | EQUITAS |
| EHP TEXAS LLC | |||||||||
| 1105 SCHROCK ROAD SUITE 400 | COLUMBUS | OH | 43229 | 832308217 | PHARMACY | OH | $10,854,326 | $4,004,710 | EQUITAS |