2023-11-15T15:45:53-06:00 2021-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2021-01-01 811012267 MELITA CHRISTIAN FELLOWSHIP HOSPITAL AID PLAN MELI 8443134999 4500 S LAKESHORE DRIVE 130 TEMPE AZ 85282 CHRISTOPHER FADDIS CHAIRMAN 8443134999 2023-11-15 1 CHRISTOPHER FADDIS 999009999 DAVID JONES P01361002 4108840220 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X SOLIDARITY HEALTHSHARE CHRISTOPHER FADDIS 4500 S LAKESHORE DRIVE 130 TEMPE AZ 85282 17804954 0 X WWW.SOLIDARITYHEALTHSHARE.ORG X 2015 AZ A HEALTH CARE SHARING MINISTRY THAT PROVIDES AN ALTERNATIVE WAY TO FUND HEALTH CARE COSTS WHILE PROTECTING AND PRACTICING OUR CATHOLIC BELIEFS. 7 4 76 4 0 0 1032783 22317 9692458 17764966 1219 0 984745 17671 11711205 17804954 0 0 23217959 7104381 3474277 3540477 0 0 386547 5259093 6226621 31951329 16871479 -20240124 933475 5102188 2493386 6229756 2687479 -1127568 -194093 X A HEALTH CARE SHARING MINISTRY THAT PROVIDES AN ALTERNATIVE WAY TO FUND HEALTH CARE COSTS WHILE PROTECTING AND PRACTICING OUR CATHOLIC BELIEFS. 0 0 14370079 17764966 THE ORGANIZATIONS REVENUE DOES NOT INCLUDE THE $27,150,998.50 DEPOSITED IN MEMBERS INDIVIDUAL SHARING ACCOUNTS.THE ORGANIZATION PROVIDES SERVICES TO OUR MEMBERS TO ASSIST THEM IN ACCESSING MEDICAL CARE TO INCLUDE A HYBRID REPRICING STRATEGY THAT INCLUDES REFERENCE BASED DISCOUNTS ON MEDICAL BILLS, MEDICAL BILL REVIEW, SINGLE CASE AGREEMENTS, AND PREFERRED PROVIDER RELATIONSHIPS TO REDUCE THE TOTAL COST OF MEDICAL EXPENSES ON BEHALF OF OUR MEMBERS. MEMBERS SUBMITTED $92,221,825 IN ELIGIBLE MEDICAL BILLS FOR SHARING TO THE ORGANIZATION. THE ORGANIZATION'S DISCOUNTING EFFORTS REDUCED THE BILLS BY 59% TO $36,426,000. SEE SCHEDULE O.MEMBERS OF THE ORGANIZATION SUBMIT A MONTHLY CONTRIBUTION CONSISTING OF A MONTHLY SHARE AMOUNT, ADMINISTRATIVE FEE AND PROGRAM SERVICES FEE. PREVIOUSLY, THE MONTHLY SHARE AMOUNT WAS REPORTED ON THE 990 AS INCOME TO THE ORGANIZATION SINCE THE MONEY FOR SHARING WAS DEPOSITED INTO A CUSTODIAL ACCOUNT ON BEHALF OF THE MEMBERS. STARTING IN SEPTEMBER 2020, THE MONTHLY SHARE AMOUNT RECEIVED FROM MEMBERS WAS DEPOSITED INTO SEPARATE MEMBER ESTABLISHED ACCOUNTS AT HELD BY A THIRD-PARTY CREDIT UNION. THE ACCOUNTS ARE OWNED BY THE MEMBER AND THE CREDIT UNION ACTS AS A FIDUCIARY FOR THE MEMBER. SINCE THESE NEW ACCOUNTS ARE HELD AS A FOR BENEFIT OF (FBO) ACCOUNT ON BEHALF OF THE MEMBER BY THE CREDIT UNION AND THE SHARING DOLLARS CAN ONLY BE USED FOR SHARING MEDICAL EXPENSES AMONG ALL OF THE MEMBERS, IT WILL NO LONGER BE REPORTED AS INCOME TO THE ORGANIZATION BUT WILL STILL BE REPORTED ON THE 990 AND THE YEARLY AUDITS AS SUPPLEMENTAL INFORMATION.THE ORGANIZATIONS REVENUE DOES NOT INCLUDE THE $27,150,998.50 DEPOSITED IN MEMBERS INDIVIDUAL SHARING ACCOUNTS.THE ORGANIZATION PROVIDES SERVICES TO OUR MEMBERS TO ASSIST THEM IN ACCESSING MEDICAL CARE TO INCLUDE A HYBRID REPRICING STRATEGY THAT INCLUDES REFERENCE BASED DISCOUNTS ON MEDICAL BILLS, MEDICAL BILL REVIEW, SINGLE CASE AGREEMENTS, AND PREFERRED PROVIDER RELATIONSHIPS TO REDUCE THE TOTAL COST OF MEDICAL EXPENSES ON BEHALF OF OUR MEMBERS. WE ALSO PROVIDE SERVICES FOR CARE NAVIGATION, CARE COORDINATION, NURSE MEDICAL REVIEW, BALANCE BILL DEFENSE, PASTORAL CARE SUPPORT, AND MEMBER EDUCATION. MEMBERS SUBMITTED $92,221,825 IN ELIGIBLE MEDICAL BILLS FOR SHARING TO THE ORGANIZATION. THE ORGANIZATION'S DISCOUNTING EFFORTS REDUCED THE BILLS BY 59% TO $36,426,000. THE SHARING OF THE ELIGIBLE MEDICAL BILLS INCLUDES SHARED AMONG MEMBERS MONTHLY CONTRIBUTIONS DEPOSITED IN THEIR INDIVIDUAL MEMBER OWNED ACCOUNTS AND THE ANNUAL UNSHARED AMOUNT PAID DIRECTLY BY MEMBERS, AND WAS ACCEPTED AS FULL AND COMPLETE SATISFACTION OF THE MEMBERS' MEDICAL BILLS. IN 2020, THE ORGANIZATION SUCCESSFULLY IMPLEMENTED A NEW SUITE OF SOFTWARE TO BETTER MEET THE NEEDS OF ITS MEMBERS. THIS INCLUDED A NEW VIRTUAL SHARE EXCHANGE WHICH INCLUDES THE INDIVIDUAL FBO ACCOUNTS FOR MEMBERS, A MEMBER CARE PORTAL FOR MEMBER SELF-SERVICE AND SUPPORT, AND SOFTWARE SYSTEM FOR GENERAL OPERATION OF THE MINISTRY INCLUDING A MUCH IMPROVED MEDICAL NEEDS PROCESSING SYSTEM. 14370079 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 20 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ACCOUNTINGDEPARTMENTCOM LLC 8443134999 4500 S LAKESHORE DRIVE 130 TEMPE AZ 85282 CHRIS FADDIS CHAIRMAN AND PRESIDENT 60.00 X X 247534 0 0 BRADLEY HAHN SECRETARY AND CEO 60.00 X X 322380 0 0 JAMES CARABAJAL TREASURER 2.00 X X 0 0 0 DR JOHN OERTLE DIRECTOR AND CHIEF MEDICAL OFFICER 40.00 X X 182500 0 0 HARRY ANTRUM DIRECTOR 2.00 X 0 0 0 KRIS KANISKI DIRECTOR 2.00 X 0 0 0 MERVIN MAST DIRECTOR 2.00 X 0 0 0 ROXANNE ROSE CHIEF OF STAFF 40.00 X 142741 0 0 895155 0 0 4 0 1 0 ADVANCED MEDICAL PRICING SOLUTIONS PO BOX 207 COLUMBUS GA 31902 REPRICING AND NEEDS PROCESSING 5157051 SHARABLE LLC 8187 ANDOVER WAY MELBOURNE FL 32940 IT SERVICES 1200765 FAEGRE DRINKER BIDDLE & REATH LLP 75 REMITTANCE DR DEPT 6952 CHICAGO IL 60675 LEGAL AND POLICY 695694 ACCOUNTINGDEPARTMENTCOM LLC 3312 ATLANTIC CIR NAPLES FL 34119 ACCOUNTING SERVICES 175232 VERNON SNIDER 9140 NORTH 104TH PLACE SCOTTSDALE AZ 85258 FINANCE SERVICES 103806 5 9817 12500 22317 OPERATIONS INCOME 900099 17764966 17764966 17764966 CREDIT CARD REWARDS 900099 16105 16105 OTHER INCOME 900099 1566 1566 17671 17804954 17764966 0 17671 7104381 7104381 752415 564311 150483 37621 2381667 1786251 476333 119083 172440 129330 34488 8622 233955 175466 46791 11698 716413 365371 351042 201382 201382 449603 229298 220305 862499 862499 151814 96387 39217 16210 1466213 1099660 293242 73311 411292 305563 24246 81483 50084 50084 93239 93239 29000 29000 757543 568157 151509 37877 43323 43323 DUES AND SUBSCRIPTIONS 889742 889742 PENALTIES AND FEES 92376 12579 79739 58 TRAINING AND DEVELOPMEN 11681 8761 2336 584 MISCELLANEOUS 417 417 16871479 14370079 2114853 386547 3399580 1314165 36 96780 60612 507450 149906 1605792 357544 761065 5102188 2493386 3055338 2677479 3174418 0 10000 6229756 2687479 X -1127568 -194093 -1127568 -194093 5102188 2493386 933475 0 X X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 84990 6174 78816 302383 101049 201334 120077 42683 77394 357544 DUE TO AFFILIATES 10000 10000 X 17804954 0 17804954 0 17804954 16871479 0 16871479 0 16871479 PART X, LINE 2: SOLIDARITY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X 1 0 X X X X 0 0 0 0 0 0 0 0 0 BRADLEY HAHN SECRETARY AND CEO 322380 0 0 0 0 0 0 0 0 0 322380 0 0 0 CHRIS FADDIS CHAIRMAN AND PRESIDENT 247534 0 0 0 0 0 0 0 0 0 247534 0 0 0 DR JOHN OERTLE DIRECTOR AND CHIEF MEDICAL OFFICER 182500 0 0 0 0 0 0 0 0 0 182500 0 0 0 LAURYN HEFFERNAN RELATED TO OFFICER 17705 SALARY AND BENEFITS 0 MARA MEEHAN RELATED TO OFFICER 11680 SALARY AND BENEFITS 0 JUSTIN MEEHAN RELATED TO OFFICER 14730 SALARY AND BENEFITS 0 FORM 990, BOX B: MELITA CHRISTIAN FELLOWSHIP HOSPITAL AID PLAN'S 2021 FORM 990 WAS FILED TIMELY BASED ON THE NUMBERS AVAILABLE. IT IS BEING AMENDED TO MATCH THE FINAL AUDITED FINANCIAL STATEMENTS AND TO REFLECT THAT AN AUDIT WAS PERFORMED. CHANGES INCLUDE REVENUE, FUNCTIONAL EXPENSES RELATED TO COMPENSATION OF OFFICERS, OFFICE EXPENSES AND INFORMATION TECHNOLOGY, AS WELL AS BALANCE SHEET ITEMS INCLUDING FIXED ASSETS, INTANGIBLE ASSETS, AND NET ASSETS. FORM 990, PART VI, SECTION A, LINE 2 SOLIDARITY HEALTHSHARE FOUNDATION, A RELATED ENTITY IS A MAJORITY OWNER OF BENE, LLC. THE CHAIRMAN, CHRIS FADDIS, AND DIRECTORS JOHN OERTLE AND KRIS KANISKI ARE ALSO MINORITY OWNERS AND HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS THE COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED ON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES AS WELL AS COMPENSATION STUDIES PERFORMED BY OUTSIDE CONSULTANTS. AN INDIVIDUAL WHO IS A MEMBER OF THE BOARD WHO RECEIVES COMPENSATION DIRECTLY OR INDIRECTLY FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THEIR OWN COMPENSATION, AN INDIVIDUAL WHO SERVES AS A MEMBER OF THE BOARD AND AS AN OFFICER OF THE ORGANIZATION IS ALSO PRECLUDED FROM VOTING ON THE COMPENSATION OF THE OTHER OFFICERS WHO ALSO SERVE ON THE BOARD. THE LAST COMPENSATION REVIEW WAS PERFORMED IN 2021. 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 8, PRIOR PERIOD ADJUSTMENT: MELITA'S FINANCIAL STATEMENTS REFLECT THE APPLICATION OF TWO NEW REVENUE ACCOUNTING STANDARDS. ASC 606 IS GUIDANCE THAT PERTAINS TO ALL REVENUE RECOGNITION, AND FASB - ASU 2018-08, NOT-FOR-PROFIT ENTITIES (TOPIC 958), CLARIFYING THE SCOPE AND THE ACCOUNTING GUIDANCE FOR CONTRIBUTIONS RECEIVED AND CONTRIBUTIONS MADE, PERTAINS TO WHAT CONSTITUTES CONTRIBUTIONS. THE CUMULATIVE RETROSPECTIVE ADJUSTMENT OF $(2,479,696) BRINGS MELITA'S NET ASSETS INTO COMPLIANCE WITH THOSE TWO STANDARDS. SOLIDARITY HEALTHSHARE FOUNDATION INC 4500 S LAKESHORE DR STE 130 TEMPE AZ 85282 834080886 PROMOTE HEALTH AND WELLNESS AZ 501(C)(3) LINE 7 MELITA CHRISTIAN FELLOWSHIP HOSPITAL AID PLAN 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SOLIDARITY HEALTHSHARE FOUNDATION INC R 29000 COST