2023-05-12T12:21:26-05:00 2022-06-30 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2021-07-01 311126780 EQUITAS HEALTH INC % MAREVA PAGE EQUI 6142992437 1105 SCHROCK ROAD Suite 400 COLUMBUS OH 43229 MAREVA PAGE CFO 6142992437 2023-05-15 true MAREVA PAGE 999009999 Aaron Hershberger P00961884 5136218300 2 2021 2023-04-26 12:10:37Z ROBERT COPELAND 1105 SCHROCK ROAD400 COLUMBUS OH 43229 137384594 false X WWW.EQUITASHEALTH.COM X 1984 OH 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. 9 9 670 800 0 0 19482080 21382425 4956355 6511842 27734 3971 43020337 44880119 67486506 72778357 2151306 2517416 0 0 39139333 44007482 0 0 1405740 14947989 22271598 56238628 68796496 11247878 3981861 58548069 67332816 16933598 21736484 41614471 45596332 X 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. false false 29878348 50645800 MEDICAL CENTER AND PHARMACY 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. 12740125 2270619 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. 5677579 246797 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. 394651 0 0 PUBLIC POLICY 394651 0 0 48690703 true true false true false false false false false false true false false false false false true true false false false false false false true false false true true true false false false false false false false false true true false false true false false false false true 633 0 true 670 true false false false false false true true false false false false false false X 9 9 false false true false false false false true true false false true true true true true true true true false TX X X MAREVA PAGE 6142992437 1105 SHROCK ROAD SUITE 400 COLUMBUS OH 43229 WILLIAM HARDY PRESIDENT/CEO - TERM ENDED 40.0 0.0 X 740945 0 34219 CHAD BRAUN CHIEF MEDICAL OFFICER 40.0 0.0 X 384281 0 31552 AARON CLARK CHIEF OPERATING OFFICER 40.0 0.0 X 388531 0 25881 DAPHNE KACKLOUDIS CPP/CAO - TERM ENDED 40.0 0.0 X 353233 0 20852 HAROLD TODD KEPLER SOUTHWEST MEDICAL DIRECTOR 40.0 0.0 X 280743 0 42341 ROBERT COPELAND INTERIM CEO 40.0 0.0 X 244909 0 20329 FIKRU NIGUSSE CFO - TERM ENDED 40.0 0.0 X 204641 0 49660 BARRY MCCORKLE PRIMARY CARE PHYSICIAN 30.0 0.0 X 197731 0 28340 KARIN SABEY CHIEF HEALTHCARE OFFICER 40.0 0.0 X 214820 0 8667 THOMAS SALTSMAN DIRECTOR - PHARMACY OPERATIONS 40.0 0.0 X 171294 0 32698 RYAN HANSON PRIMARY CARE PHYSICIAN 40.0 0.0 X 174059 0 14910 MARCIA IRVING RAY DENTIST 40.0 0.0 X 168805 0 16388 ADAM BENNETT SECRETARY - TERM ENDED 0.5 0.0 X X 0 0 0 SAM BRINKER TRUSTEE - TERM ENDED 0.5 0.0 X 0 0 0 JAMES FERGUSON II TRUSTEE 0.5 0.0 X 0 0 0 JAMES HILT TRUSTEE - TERM ENDED 0.5 0.0 X 0 0 0 LESLEY JONES TRUSTEE 0.5 0.0 X 0 0 0 RICH MACHINSKI TREASURER 5.0 0.0 X X 0 0 0 SUSAN MCMANUS TRUSTEE 5.0 0.0 X 0 0 0 KAARINA ORNELAS INTERIM CHAIR 5.0 0.0 X X 0 0 0 SAM RINEHART CHAIR - TERM ENDED 0.5 0.0 X X 0 0 0 FRAN ROBINSON TRUSTEE - TERM ENDED 0.5 0.0 X 0 0 0 BRENT SCHERZ TRUSTEE - TERM ENDED 0.5 0.0 X 0 0 0 EVAN STEFFENS TRUSTEE 0.5 0.0 X 0 0 0 BRETT STOVER TRUSTEE - TERM ENDED 0.5 0.0 X 0 0 0 PHILIP STOWERS TRUSTEE 5.0 0.0 X 0 0 0 DEBE TURNBULL TRUSTEE 0.5 0.0 X 0 0 0 TOM WHELLEY II TRUSTEE 0.5 0.0 X 0 0 0 SE-SE YENNES TRUSTEE - TERM ENDED 0.5 0.0 X 0 0 0 3523992 0 325837 60 false true false ACCI PARTNERS LLC 1301 RESEARCH ROAD GAHANNA OH 43230 ARCHITECT/DESIGN 185025 GREG FACTOR ASSOCIATES 316 N ROSSMORE AVENUE STE 505 LOS ANGELES CA 19810 CONSULTANT 370081 OCHIN INC 1881 SW NAITO PARKWAY PORTLAND OR 97201 BILLING 818713 SCANLAN CONSTRUCTION 1115 N LIMESTONE STREET SPRINGFIELD OH 45503 CONSTRUCTION 161486 TRIVERSITY CONSTRUCTION CO 921 CURTIS STREET CINCINNATI OH 45206 CONSTRUCTION 422269 8 394978 18458784 2528663 256060 21382425 Patient Service Revenue 624100 6278345 6278345 Fees/Contract Services 624100 233497 233497 6511842 3971 3971 0 0 663553 663553 0 663553 663553 0 634146 394978 766475 -132329 -132329 0 0 0 107973720 63839762 44133958 44133958 MISCELLANEOUS INCOME 900099 214937 214937 214937 72778357 50645800 750132 246797 246797 2270619 2270619 0 0 2722521 1890636 770843 61042 0 31615361 21955074 8951437 708850 644621 447653 182515 14453 6571299 4563394 1860569 147336 2453680 1703942 694724 55014 0 2382099 1654233 674457 53409 88608 61533 25088 1987 60000 60000 0 0 5681372 3945390 1608600 127382 337147 234129 95459 7559 2190572 1521228 620229 49115 2053054 1425729 581293 46032 0 3293358 2287050 932467 73841 401433 278772 113660 9001 0 38918 27026 11019 873 265275 265275 0 1588824 969441 619383 353096 245205 99974 7917 Medical Supplies 1570246 1564471 5612 163 Supplies 549218 381401 155503 12314 Contract Services 341967 237477 96823 7667 Staff Development 463958 322193 131363 10402 612453 457309 143760 11384 68796496 48690703 18700053 1405740 21360834 23909789 0 0 4282554 6233258 10081056 11489097 0 0 0 0 0 0 4123498 5093727 1251248 1000264 23201283 5611471 15400182 17589812 0 0 1998389 2002950 0 0 0 0 50308 13919 58548069 67332816 9007012 12872367 0 0 0 0 0 0 0 0 0 0 7926586 8864117 0 0 0 0 16933598 21736484 X 41614471 45596332 0 0 41614471 45596332 58548069 67332816 3981861 X false true X true true true X 13466155 14494279 17984532 19482080 21382425 86809471 0 0 13466155 14494279 17984532 19482080 21382425 86809471 0 86809471 8657 59445 70834 241705 667524 1048165 253915 307847 561762 322658 212958 1296000 711231 82608 2625455 91044853 185997996 0.95348 0.95088 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 60000 false false 60000 false PART II-B, LINE 1F LOBBYING 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. 10634227 463545 10170682 8888567 2576269 6312298 3631081 2571657 1059424 47408 47408 17589812 136618119 136618119 -63839762 -63839762 72778357 132636258 63839762 63839762 68796496 68796496 PART XI, LINE 4B OTHER CHANGES COST OF GOODS SOLD INCLUDED AS REVENUE ON FORM 990 $(63,839,762) PART XII, LINE 2D OTHER CHANGES COST OF GOODS SOLD INCLUDED AS REVENUE ON FORM 990 $ 63,839,762 AFL 680184 301760 378424 93497 387909 RED 109866 12460 97406 11528 55757 8403 25644 2 239074 80758 158316 71188 11507 19823 81219 1029124 394978 634146 176213 67264 28226 494772 766475 -132329 true African American Male Wellness Walk 2780 Airport Dr STE 333 Columbus OH 43219 454831268 501(C)(3) 25000 PROGRAM SUPPORT Columbus Gay Men's Chorus 51 Jefferson Ave 3 Columbus OH 43215 311306169 501(C)(3) 10000 PROGRAM SUPPORT Columbus Museum of Art 480 East Broad St Columbus OH 43215 314379447 501(C)(3) 42500 PROGRAM SUPPORT First Grace United Church of Christ 1265 S Cleveland Massillon Akron OH 44321 341987041 501(C)(3) 15250 PROGRAM SUPPORT Human Rights Campaign 1640 Rhode Island Ave Washington DC 20036 521243457 501(C)(4) 17047 PROGRAM SUPPORT Stonewall Columbus 1160 North High St Columbus OH 43201 311189481 501(C)(3) 7900 PROGRAM SUPPORT BCC Full Spectrum Community Outreach 5060 Youngstown Poland Youngstown OH 44514 812650919 501(c)(3) 7100 PROGRAM SUPPORT Cincinnati Pride PO Box 14246 CINCINNATI OH 45250 463681791 501(c)(3) 12500 PROGRAM SUPPORT Equality Ohio Education Fund 370 S 5th St COLUMBUS OH 43215 020743268 501(c)(3) 10000 PROGRAM SUPPORT Franklinton Arts District PO Box 23137 COLUMBUS OH 43223 263218899 501(c)(3) 6000 PROGRAM SUPPORT Murray Consulting Group LLC 3904 Bricor Dr Canal Winchester OH 43110 812442409 501(c)(3) 10000 PROGRAM SUPPORT Riddle Funeral Home 5434 South St Vermilion OH 44089 341358864 501(c)(3) 14000 PROGRAM SUPPORT Short North Alliance 1181 Mount Pleasant Ave COLUMBUS OH 43201 454891723 501(c)(3) 9500 PROGRAM SUPPORT Social Good Fund Inc 12651 San Pablo Ave RICHMOND OH 94805 461323531 501(c)(3) 10000 PROGRAM SUPPORT 13 1 DIRECT SERVICES AND SUPPORT 6390 2270619 SCHEDULE I, PART I, LINE 2 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 I, PART III, LINE 1 GRANTS AND ASSISTANCE TO INDIVIDUALS THE ORGANIZATION PROVIDES DIRECT SERVICES AND SUPPORT TO INDIVIDUALS LIVING WITH HIV/AIDS. X true true false false false false false false false WILLIAM HARDY PRESIDENT/CEO - TERM ENDED 562720 0 0 0 178225 0 11400 0 22819 0 775164 0 ROBERT COPELAND INTERIM CEO 244909 0 0 0 0 0 9796 0 10533 0 265238 0 HAROLD TODD KEPLER SOUTHWEST MEDICAL DIRECTOR 280743 0 0 0 0 0 11400 0 30941 0 323084 0 BARRY MCCORKLE PRIMARY CARE PHYSICIAN 197731 0 0 0 0 0 0 0 28340 0 226071 0 THOMAS SALTSMAN DIRECTOR - PHARMACY OPERATIONS 171294 0 0 0 0 0 7226 0 25472 0 203992 0 RYAN HANSON PRIMARY CARE PHYSICIAN 174059 0 0 0 0 0 735 0 14175 0 188969 0 MARCIA IRVING RAY DENTIST 168805 0 0 0 0 0 0 0 16388 0 185193 0 CHAD BRAUN CHIEF MEDICAL OFFICER 384281 0 0 0 0 0 10724 0 20828 0 415833 0 AARON CLARK CHIEF OPERATING OFFICER 388531 0 0 0 0 0 11400 0 14481 0 414412 0 KARIN SABEY CHIEF HEALTHCARE OFFICER 214820 0 0 0 0 0 0 0 8667 0 223487 0 DAPHNE KACKLOUDIS CPP/CAO - TERM ENDED 179400 0 0 0 173833 0 9232 0 11620 0 374085 0 FIKRU NIGUSSE CFO - TERM ENDED 204641 0 0 0 0 0 8467 0 41193 0 254301 0 SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERENCE PAYMENT(S) WILLIAM HARDY $137,338 Daphne Kackloudis $ 52,320 SCHEDULE J, PART I, LINE 4B PAYMENT FROM A SUPPLEMENTAL Nonqualified retirement plan IN THE YEAR ENDED June 30, 2022. WILLIAM HARDY: $26,000 X 104 256060 FMV false true false SCHEDULE M, PART I, COLUMN B NUMBER THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION a, LINE 4 GOVERNING DOCUMENTS THE CODE OF REGULATIONS OF EQUITAS HEALTH WAS APPROVED BY THE EQUITAS HEALTH BOARD OF TRUSTEES ON JUNE 23, 2022. THE CODE OF REGULATIONS REPLACES THE FORMER EQUITAS HEALTH BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990 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, SECTION B, LINE 12C ORGANIZATION'S PRACTICE FOR MONITORING COMPLIANCE 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. EQUITAS HEALTH HAS RECENTLY HAD SEVERAL CHANGES IN ITS MANAGEMENT RANKS AND THE NEW EXECUTIVE TEAM HAS UNDERTAKEN A THOROUGH REVIEW OF THE INSTITUTION'S POLICIES AND PROCEDURES. AMONG THE POLICIES REVIEWED AND IN PROCESS OF BEING UPDATED IS THE CONFLICTS POLICY, WHICH DATES FROM 2015-2021, WITH THE VIEW TO ENSURE THAT IT, AND ALL OF THE INSTITUTION'S POLICIES AND RELATED PROCEDURES, ARE CLEAR, EFFECTIVE AND APPROPRIATE CORRECTIVE ACTIONS ARE TAKEN IF POLICIES ARE NOT FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15A & 15b COMPENSATION REVIEW PROCESS FOR THE PRESIDENT/CEO AND KEY EMPLOYEES IN FY22 THE ORGANIZATION ENGAGED WITH A CONSULTING COMPANY TO REVIEW PAY COMPENSATION AND EQUITY. SENIOR LEADERSHIP WAS PLACED IN APPLICABLE PAY BANDS BASED ON SALARY. STAFF SALARIES WERE APPROVED BY CEO AND CEO SALARY WAS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS 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. AMC OHIO LLC 1105 SCHROCK ROAD SUITE 400 COLUMBUS OH 43229 320377156 PHARMACY OH 89852934 329855189 EQUITAS GGH LLC 1105 SCHROCK ROAD SUITE 400 COLUMBUS OH 43229 832401542 REAL ESTATE OH 973311 14119696 EQUITAS EHP TEXAS LLC 1105 SCHROCK ROAD SUITE 400 COLUMBUS OH 43229 832308217 PHARMACY OH 8057215 9869879 EQUITAS