2025-05-14T11:57:15-05:00 2024-06-30 333709623 COHNREZNICK ADVISORY LLC 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2023-07-01 990273205 WAIMANALO HEALTH CENTER WAIM 8089547110 41-1347 KALANIANAOLE HWY WAIMANALO HI 96795 JOSEPH ADRIANO CHIEF FINANCIAL OFFICER 8089547110 2025-05-14 1 1 LORI ROTHE YOKOBOSKY P01273422 9732283500 2025-05-11 2023 2025-03-06 01:10:19Z JOSEPH ADRIANO 41-1347 KALANIANAOLE HWY WAIMANALO HI 96795 18408416 0 X WWW.WAIMANALOHEALTH.ORG X 1989 HI WAIMANALO HEALTH CENTER IS COMMITTED TO PROVIDING THE HIGHEST LEVEL OF PRIMARY AND PREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TO THE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLY UNDERSERVED, AND IMPROVING THE HEALTH AND WELLNESS OF INDIVIDUALS AND THEIR `OHANA REGARDLESS OF THEIR ABILITY TO PAY. 15 15 161 15 373389 0 6081584 6753667 8582937 11583627 22145 34736 1684722 36386 16371388 18408416 6500 0 0 0 10341338 11290750 0 0 238429 3792833 6119369 14140671 17410119 2230717 998297 26101046 42208385 5430148 1474654 20670898 40733731 X WAIMANALO HEALTH CENTER IS COMMITTED TO PROVIDING THE HIGHEST LEVEL OF PRIMARY AND PREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TO THE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLY UNDERSERVED, AND IMPROVING THE HEALTH AND WELLNESS OF INDIVIDUALS AND THEIR `OHANA REGARDLESS OF HEALTH SERVICES, WITH SPECIAL ATTENTION TO THE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLY UNDERSERVED, AND IMPROVING THE HEALTH AND WELLNESS OF INDIVIDUALS AND THEIR `OHANA REGARDLESS OF THEIR ABILITY TO PAY. 0 0 7358177 5812262 MEDICAL SERVICES: WHC PROVIDES AFFORDABLE MEDICAL, BEHAVIORAL HEALTH, NUTRITION, VISION, AND PATIENT TRANSPORTATION SERVICES TO RESIDENTS OF WAIMANALO AND SURROUNDING COMMUNITIES. AS REPORTED TO HRSA ON WHC'S CALENDAR YEAR 2023 UDS REPORT FOR MEDICAL SERVICES, WHC SERVED 3,678 UNDUPLICATED PATIENTS DURING 14,268 MEDICAL SERVICE PROVIDER VISITS. 1250712 PATIENT SUPPORT SERVICES: INCLUDES CARE MANAGEMENT, HEALTH EDUCATION, HEALTH PROMOTION, ELECTRONIC HEALTH RECORD INFORMATION TECHNOLOGY, QUALITY REPORTING, PATIENT PORTAL AND OTHER SERVICES TO SUPPORT PATIENT CENTERED CARE DELIVERY FOR MEDICAL AND DENTAL SERVICES. 2493446 2885263 DENTAL SERVICES: WHC PROVIDES AFFORDABLE DENTAL CARE TO RESIDENTS OF WAIMANALO AND SURROUNDING COMMUNITIES. AS REPORTED TO HRSA ON WHC'S CALENDAR YEAR 2023 UDS REPORT, WHC SERVED 2,225 UNDUPLICATED PATIENTS DURING 4,945 DENTAL PROVIDER VISITS. 1161205 2549099 OTHER PROGRAM SERVICES: WHC HOSTS AND SUPPORTS COMMUNITY OUTREACH, ENABLING AND EDUCATION PROGRAMS. PROGRAMS INCLUDE: WOMEN, INFANTS, AND CHILDREN (WIC); ON-SITE ELIGIBILITY WORKERS TO ASSIST FAMILIES WITH BENEFIT PROGRAMS AND HEALTH INSURANCE ENROLLMENT; FAMILY PLANNING; NUTRITION AND HEALTH PROMOTIONS; KU I KA MANA STUDENT MENTORING PROGRAM (KIKM); KEIKI SMILES DENTAL OUTREACH TO THE SCHOOLS; CANCER SCREENING AND AWARENESS UNDER SUSAN G. KOMEN AND THE STATE BREAST AND CERVICAL CANCER PREVENTION PROGRAMS (BCCCP); OUTREACH TO PREVENT HOMELESSNESS; AND OTHERS. 1161205 2549099 12263540 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 20 0 1 161 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X JOSEPH ADRIANO 8082597948 41-1347 KALANIANAOLE HWY WAIMANALO HI 96795 BILL SPENCER DIRECTOR 1.00 X 0 0 0 CATHERINE SATO 2ND VICE PRESIDENT 1.00 X X 0 0 0 CLAUDIA DIAZ DIRECTOR 1.00 X 0 0 0 DEBORAH SMITH DIRECTOR 1.00 X 0 0 0 JEFF GILBREATH TREASURER 1.00 X X 0 0 0 JIM WOOD DIRECTOR 1.00 X 0 0 0 JULIE MIJO SECRETARY 1.00 X X 0 0 0 JUSTIN LAM PRESIDENT 1.00 X X 0 0 0 KATHY CONNER DIRECTOR 1.00 X 0 0 0 KELSI TANAKA DIRECTOR 1.00 X 0 0 0 MAILELAULI'I AH SAM DIRECTOR 1.00 X 0 0 0 RENEE KAMA DIRECTOR 1.00 X 0 0 0 RUSS AWAKUNI VICE PRESIDENT 1.00 X X 0 0 0 SANDRA MAENANI MCAULTON DIRECTOR 1.00 X 0 0 0 SHANNON ALIVADO DIRECTOR 1.00 X 0 0 0 JOSEPH ADRIANO CHIEF FINANCIAL OFFICER 40.00 X 150339 0 5762 MARY FRANCES ONEHA CHIEF EXCEUTIVE OFFICER 40.00 X 235668 0 16243 ROBERT SLIKE CHIEF INFORMATION OFFICER 40.00 X 0 0 0 ANTHONY KIM DENTAL DIRECTOR 40.00 X 209801 0 34236 CHRISTINA LEE CHIEF MEDICAL OFFICER 40.00 X 278720 0 35591 PATRICIA SUTTON CHIEF OPERATIONS OFFICER 40.00 X 168950 0 11707 BRETT HONDA DENTIST 40.00 X 159560 0 13775 ISIDRO P HERMOSURA DIRECTOR OF BEHAVIORAL HEALTH 40.00 X 134788 0 31986 JOSHUA W EVANS ASSOCIATE MEDICAL DIRECTOR 40.00 X 214598 0 14649 LEIGH ZIEGLER CLINICAL OPERATIONS DIRECTOR 40.00 X 119708 0 30889 JOSEPH PUMMER PROVIDER 40.00 X 188872 0 13135 1861004 0 207973 11 0 1 0 OHIO SHARED INFORMATION SYSTEMS PO BOX 772852 CHICAGO IL 60677 COMPUTER SERVICES 691497 URBAN WORKS 1953 S BERETANIA ST STE 4B HONOLULU HI 96826 ACHITECTURAL SERVICES 528187 ERSKINE ARCHITECTS INC 540 LAGOON DRIVE STE 4 HONOLULU HI 96819 ACHITECTURAL SERVICES 235869 COVERALL NORTH AMERICA INC 438 HOBRON LN PH4 HONOLULU HI 96813 JANITORIAL 163455 ALLIED UNIVERSAL SECURITY PO BOX 31001-2374 PASADENA CA 91110 SECURITY 148038 5 3532900 3220767 6753667 MEDICAID AND MEDICAID MANAGED CAR 621400 6477425 6477425 PHARMACY 621400 3542070 3168681 373389 OTHER THIRD-PARTY PAYORS 621400 637726 637726 CLINIC INCENTIVES 621400 416735 416735 MEDICARE 621400 297533 297533 212138 212138 11583627 34736 34736 36386 36386 36386 18408416 11246624 373389 34736 1147986 899508 224237 24241 7725563 6053381 1509046 163136 178624 139961 34891 3772 1076486 843483 210272 22731 1162091 910559 226993 24539 18750 6250 12500 211029 3372 207657 2602 2602 568664 301853 266811 545512 426549 118963 1246326 174810 1071516 752307 299665 452642 40858 16600 24258 7091 2074 5017 899467 638680 260787 134672 1424 133248 PHARMACY 1428517 1428517 DUES AND SUBSCRIPTION 69104 26704 42400 REPAIRS AND MAINTENANCE 48517 18876 29641 DEVELOPMENT AND TRAININ 44156 17462 26684 10 101797 53812 47985 17410119 12263540 4908150 238429 7883416 9075031 278124 23958 451009 1029380 760519 636689 92419 14770 197837 111664 22837371 7924090 15127583 14913281 1019982 1066336 141814 290157 15195462 26101046 42208385 1025217 1032688 4113655 300152 291276 141814 5430148 1474654 X 20140020 23316434 530878 17417297 20670898 40733731 26101046 42208385 X 998297 -1710 -106946 4046197 15126995 X 0 0 0 X 5623259 5779183 7316947 6081584 6753667 31554640 5623259 5779183 7316947 6081584 6753667 31554640 31554640 24949 7147 532 22145 34736 89509 4490 41361 5363 11301 36386 98901 31743050 43662647 0.99410 0.99610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 4,490. 2020 AMOUNT: $ 41,361. 2021 AMOUNT: $ 5,363. 2022 AMOUNT: $ 11,301. 2023 AMOUNT: $ 36,386. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17681844 4781275 12900569 3728330 2979600 748730 1427197 163215 1263982 14913281 OTHER ASSETS 63000 CONTRIBUTION RECEIVABLE - LAND USE 15132462 15195462 OPERATING LEASE LIABILITY 141814 141814 X X 0 0 0 0 0 0 0 1 0 CHRISTINA LEE CHIEF MEDICAL OFFICER 274523 0 4197 0 0 0 8641 0 26950 0 314311 0 0 0 MARY FRANCES ONEHA CHIEF EXCEUTIVE OFFICER 233449 0 2219 0 0 0 7070 0 9173 0 251911 0 0 0 ANTHONY KIM DENTAL DIRECTOR 207640 0 2161 0 0 0 6571 0 27665 0 244037 0 0 0 JOSHUA W EVANS ASSOCIATE MEDICAL DIRECTOR 213201 0 1397 0 0 0 6438 0 8211 0 229247 0 0 0 JOSEPH PUMMER PROVIDER 188500 0 372 0 0 0 4201 0 8934 0 202007 0 0 0 PATRICIA SUTTON CHIEF OPERATIONS OFFICER 168950 0 0 0 0 0 2534 0 9173 0 180657 0 0 0 BRETT HONDA DENTIST 159560 0 0 0 0 0 4602 0 9173 0 173335 0 0 0 ISIDRO P HERMOSURA DIRECTOR OF BEHAVIORAL HEALTH 134788 0 0 0 0 0 4321 0 27665 0 166774 0 0 0 JOSEPH ADRIANO CHIEF FINANCIAL OFFICER 150339 0 0 0 0 0 4303 0 1459 0 156101 0 0 0 LEIGH ZIEGLER CLINICAL OPERATIONS DIRECTOR 119708 0 0 0 0 0 3224 0 27665 0 150597 0 0 0 PART I, LINE 7 INCLUDED ON SCHEDULE J, PART II COLUMN B(II) REPRESENTS BONUSES. THESE AMOUNTS WERE APPROVED BY THE BOARD AND INCLUDED IN THE INDIVIDUALS 2023 W2'S. FORM 990, PART V, LINE 2A: THE ORGANIZATION HAS A CO-EMPLOYMENT ARRANGEMENT WITH ALTRES, WHO IS AN OUTSOURCED HR/PAYROLL PROVIDER AND THE EMPLOYER OF RECORD. THE ORGANIZATION IS THE WORKSITE EMPLOYER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CEO AND CFO. A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING AND WILL BE REVIEWED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS OF WHC ARE REQUIRED BY POLICY TO REPORT POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. BOARD MEMBERS, MEMBERS OF THE LEADERSHIP TEAM, AND OTHER IDENTIFIED STAFF ARE REQUIRED TO COMPLETE A DISCLOSURE OF EXTERNAL RELATIONSHIPS QUESTIONNAIRE ANNUALLY. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE MONITORED BY AND REPORTED TO THE CHIEF PERFORMANCE AND COMPLIANCE OFFICER. BOARD MEMBERS WHO HAVE IDENTIFIED A CONFLICT OF INTEREST IN A PARTICULAR TRANSACTION OR SITUATION ARE TO REMOVE THEMSELVES FROM THE DELIBERATIONS AND DECISION-MAKING REGARDING THAT TRANSACTION OR SITUATION. EMPLOYEES WHO IDENTIFY A CONFLICT OF INTEREST WILL BE REMOVED FROM ANY LEVEL OF RESPONSIBILITY REGARDING THE TRANSACTION OR SITUATION. FAILURE TO COMPLY WITH THE POLICY OR TO DISCLOSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST WILL RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR REMOVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE OF THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS. TO DETERMINE CHIEF EXECUTIVE OFFICER (CEO) COMPENSATION, THE BOARD RECRUITMENT WAIMANALO HEALTH CENTER 99-0273205 COMMITTEE AND/OR THE BOARD PERSONNEL COMMITTEE REVIEWS DOCUMENTS THAT INCLUDE CEO SALARY HISTORY, COMPARISONS WITH INDUSTRY SALARY DATA (FROM SALARY.COM, NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS [NACHC], HAWAII PRIMARY CARE ASSOCIATION [HPCA], CHARITYNAVIGATOR.ORG, OTHER FEDERALLY QUALIFIED HEALTH CENTER [FQHC] CEOS/EDS, ETC.), AND ANNUAL PERFORMANCE REVIEWS. THE PROCEEDINGS OF THESE COMMITTEES ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS. FOR TOP MANAGEMENT AND KEY STAFF, THE CEO DETERMINES SALARIES USING INDUSTRY COMPARISONS (FROM NACHC, HPCA, ETC.), AND ANNUAL WRITTEN PERFORMANCE REVIEWS BY SUPERVISORS, PEERS, AND DIRECT REPORT STAFF. WRITTEN PERFORMANCE REVIEWS ARE KEPT ON FILE AT WHC. PERFORMANCE REVIEWS ARE UNDERTAKEN TWICE PER YEAR (MAY AND NOVEMBER) FOR ELIGIBLE EMPLOYEES. 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 UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTION RECEIVABLE - LAND USE ADJUSTMENT 15,126,995. FORM 990, PART IV, LINE 12A: AS OF THE DATE OF FILING THE AUDIT HAS NOT YET BEEN COMPLETED. FORM 990 HAS BEEN PREPARED BASED ON THE BEST INFORMATION AVAILABLE. SHOULD INFORMATION SUBSTANTIALLY CHANGE UPON COMPLETION OF THE AUDIT, APPROPRIATE ACTION WILL BE TAKEN.