2022-11-18T10:02:09-06:00 2021-12-31 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2021-01-01 237078501 Circle Health Services CIRC 2167214010 4500 Euclid Avenue Cleveland OH 44103 Christine Gambatese Chief Financial Officer 2167214010 2022-11-17 1 Christine Gambatese 999009999 Karen O Crim P00368385 9372980201 2022-11-17 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Eric Morse 4500 Euclid Avenue Cleveland OH 44103 26956820 0 X www.circlehealthservices.org X 1970 OH To provide financially barrier-free health care and related services, and to advocate for policy changes that make health care available to all. 13 13 251 22 0 0 5210465 3651377 5808752 8923485 0 0 7178623 7944893 18197840 20519755 0 0 0 0 9174922 12034578 0 0 0 4612718 5284227 13787640 17318805 4410200 3200950 12491694 15673887 1821327 1626054 10670367 14047833 X To address vital community health needs by providing high quality health care and related services to individuals and families, regardless of their ability to pay, and by advocating for policy changes that promote greater access for the underserved and improved community-wide health and wellness. 0 0 16235859 0 1046520 Primary adult medical care (9,545 clinic/virtual visits, 3,655 patients) offers services for chronic and acute care to patients the majority of whom are Medicaid-eligible, or are uninsured or underinsured. Services include comprehensive coordinated treatment of chronic diseases like hypertension, diabetes, asthma and high cholesterol plus specialty clinics in physical therapy, dermatology, neurology, ophthalmology, and rheumatology. We continue to offer pediatric services including well child visits and immunization access as well as family planning services to adolescents.In addition, the organization received donated services to support the various medical services program valued at $41,736. 0 0 7643131 Circle Health Services' behavioral health program provides psychiatric and psychological individual counseling services (60,298 clinic/virtual visits, 7,132 patients) to adults most of whom lack insurance for treatment of mental health problems. There are also issue-oriented counseling services available for depression. A separate substance abuse program (2,148 clinic/virtual visits, 389 patients) provides intensive outpatient treatment, which includes both group services and individual counseling.In addition, the organization received donated services to support the various behavioral health programs valued at $119,445. 0 0 186708 Circle Health Services' dental program (2,316 clinic visits, 1,041 patients) provides for patients, the majority of whom are Medicaid-eligible, or are uninsured or underinsured, restorative services such as cleanings, fillings, root canals and partials plus an emergency extraction clinic during evenings and weekend hours. 0 0 7992019 HIV/AIDS services consists of three distinct service areas: HIV testing, syringe exchange program and HIV treatment. Circle Health Services provides anonymous rapid HIV tests (2,845 clinic visits, 1,541 patients); early intervention program Circle Health Services provides medical, mental health and substance abuse treatment; syringe exchange program - through syringe exchanges over 300,000 needles were distributed. Circle Health Services focuses on controlling the spread of disease by reducing the transmission of HIV/AIDS through intravenous drug use. We also offer Narcan, the medication used to reverse any type of opioid overdose.Circle Health Service's advocacy program takes action on timely and topical political and health trends that could positively impact the medically underserved. Advocacy efforts strive to influence public policy and social change by engaging patients and volunteers, often in collaboration with other like-minded agency representatives, in the process of communicating with lawmakers at the local, state and/or national level.Outreach and Enrollment - certified application counselors and others provide outreach, education, and enrollment activities to patients and other consumers requesting assistance with applying for insurance programs. Staff provides public education activities to raise awareness of qualified health plans within the federal marketplace and the availability of expanded Medicaid.Pharmacy - Circle Health Services has a pharmacy dispensary for its patients. The dispensary provides basic medication free of charge and assists patients to obtain additional medications from the drug companies. Providers at Circle Health Services appreciate the assistance of an onsite pharmacist. Consultation is available to providers and their patients with respect to monitoring parameters for medications, laboratory results, side effects and interactions, patient adherence, medication reconciliation, cost effective remedies, self-care and natural products, educational and community resources, and recommendations for uncontrolled chronic disease states.Case Management - Circle Health Service's integrated care management program assists patients that have been identified through either diagnoses or condition. With accessing resources to meet their basic needs. Patients that present with the following are referred for an assessment to determine the level of case management needed: BH diagnoses, high cost/high utilization, poorly controlled chronic conditions, social detriments of health, and/or referred by outside provider. 0 0 7992019 16235859 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 1 0 0 1 21 0 1 251 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL CA NY X Christine Gambatese 2164327200 4500 Euclid Ave Cleveland Cleveland OH 44103 Matthew Litzler Board Chair 2.00 3.00 X X 0 0 0 Lisa Babish Forbes Vice Chair 2.00 3.00 X X 0 0 0 Jeffrey Milbourn Vice Chair 2.00 2.00 X X 0 0 0 David Foster Treasurer 2.00 2.00 X X 0 0 0 Teri Schaeffer Treasurer (until 05/2021) 2.00 2.00 X X 0 0 0 Stephen McHale Secretary 2.00 2.00 X X 0 0 0 Thomas L Agee Principal Director 2.00 1.00 X 0 0 0 Daniel S Blain Principal Director 1.00 1.00 X 0 0 0 John R Corlett Principal Director 1.00 1.00 X 0 0 0 Diana Gueits Principal Director (until 03/2021) 1.00 1.00 X 0 0 0 Angela Fielding Principal Director 1.00 1.00 X 0 0 0 Nicole Forpahl Principal Director 1.00 1.00 X 0 0 0 Michelle Kampfer Nemer MD Principal Director 1.00 1.00 X 0 0 0 Brinton Lincoln Principal Director 1.00 1.00 X 0 0 0 Seth M Wolf Principal Director 1.00 1.00 X 0 0 0 Eric Morse Chief Executive Officer 24.00 16.00 X 248210 0 22545 James Walton Chief Financial Officer 24.00 16.00 X 0 155143 14385 Elizabeth Hijar COO (until 12/2021) 24.00 16.00 X 0 151875 17276 Latasha Jarrett Chief Medical Officer 40.00 0.00 X 248403 0 10565 Jeffrey Beers Sr VP, Health Operations 40.00 0.00 X 150099 0 10281 Elizabeth Petitt Assoc. Dir Psychiatry 40.00 0.00 X 142930 0 17214 Crystal Mink Pharmacy/340B Director 40.00 0.00 X 139810 0 19106 Lisa Lawrence Psychiatrist 40.00 0.00 X 149055 0 15619 1078507 307018 126991 25 0 1 0 Ochin Inc 1881 SW Naito Pkwy Portland OR 97201 IT Services 1222225 Alliance Healthcare Solutions 6161 Oak Tree Blvd Independence OH 44131 Healthcare Consulting 265866 University Hospitals 2101 Adelbert Road Cleveland OH 44106 Hospital Services 251440 Staffing Solutions PO Box 74385 Cleveland OH 44194 Temp Services 196042 4 426 2894336 756615 3651377 Behavioral Health 621400 7643131 7643131 Medical Care 621400 1046520 1046520 Dental Program 621400 186708 186708 47126 47126 8923485 14381958 6437065 7944893 7944893 20519755 16868378 0 0 X 333137 333137 9840958 9463218 377740 362493 311742 50751 670728 562006 108722 827262 779523 47739 26010 26010 81530 81530 7228 7228 2777821 2777821 100675 100565 110 875289 874112 1177 795007 790654 4353 69931 69931 11695 11695 3792 3792 429266 389053 40213 77540 77096 444 Equipment Repair and Ma 27069 27069 Client Assistance 1374 1374 17318805 16235859 1082946 0 1665035 100373 180959 218568 1402162 1286790 209227 371902 53886 26255 6140987 1636202 4902098 4504785 1309336 1478624 2768991 7686590 12491694 15673887 1446106 1439895 142132 19418 113855 105885 119234 60856 1821327 1626054 X 8941666 12196959 1728701 1850874 10670367 14047833 12491694 15673887 3200950 176516 0 X 0 1 X 1 0 X 644082 5215876 5240934 5210465 3651377 19962734 644082 5215876 5240934 5210465 3651377 19962734 19962734 27797 449 28246 203 155630 155833 20146813 55001631 0.99090 0.98670 X Schedule A, Part II, Line 10, Explanation of Other Income: Other revenue - 2017 Amount: $ 203. 2020 Amount: $ 155,630. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1419141 125 64686 1483952 1500000 1500000 3085527 701614 2383913 423301 292442 130859 1132159 642146 490013 4504785 Intercompany Receivable 7686590 7686590 Insurance Payable 60856 60856 X Part X, Line 2: Circle is a not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The FASB provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the consolidated financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Organization's tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no uncertain tax positions. X X X X 0 0 0 0 0 0 0 0 0 Eric Morse Chief Executive Officer 248210 0 0 0 0 0 7520 0 15025 0 270755 0 0 0 Latasha Jarrett Chief Medical Officer 248403 0 0 0 0 0 0 0 10565 0 258968 0 0 0 James Walton Chief Financial Officer 0 155143 0 0 0 0 0 7947 0 6438 0 169528 0 0 Elizabeth Hijar COO (until 12/2021) 0 151875 0 0 0 0 0 8037 0 9239 0 169151 0 0 Lisa Lawrence Psychiatrist 149055 0 0 0 0 0 7723 0 7896 0 164674 0 0 0 Jeffrey Beers Sr VP, Health Operations 150099 0 0 0 0 0 2737 0 7544 0 160380 0 0 0 Elizabeth Petitt Assoc. Dir Psychiatry 142930 0 0 0 0 0 7583 0 9631 0 160144 0 0 0 Crystal Mink Pharmacy/340B Director 139810 0 0 0 0 0 4849 0 14257 0 158916 0 0 0 Form 990, Part VI, Section B, line 11b A draft Form 990 is sent to the finance and infrastructure committee to review along with a narrative summarizing the Form 990 and related schedules. A formal review of the Form 990 is performed during a finance and infrastructure committee or via separate communication between the committee and the finance leadership of the organization. Committee members undertake a review of the Form 990 and questions or changes are then addressed and made prior to filing. Prior to filing of the Form 990 with the IRS, an electronic copy is issued to all voting member of Circle Health's governing board. A hard copy is offered and provided to board members requesting one. Form 990, Part VI, Section B, line 12c Each board member is required to complete a conflict of interest questionnaire on an annual basis. Those statements are reviewed annually for potential conflicts. All board members are covered under the policy. Any person with any conflict in a board decision is prohibited from participating in the board's deliberations and decisions on that transaction. All employees are subject to a conflict of interest policy, and are expected to report on an as-needed basis any potential conflicts. Form 990, Part VI, Section B, line 15a The executive committee, serving as the compensation committee of the board, reviews comparable salary data made available through community resources (i.e. United Way Services of Greater Cleveland) in determining an appropriate salary level for the executive director. The information in the Forms 990 of organizations of similar size and mission are also surveyed. A confidential memorandum is contemporaneously prepared for the executive committee. The executive committee meets in executive session with the full board of trustees to approve the compensation of the executive director. The decision of the executive committee is approved and documented in the committee minutes. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request at the organization's offices for the same period of time as set forth in IRC section 6104(d). The Form 990 will be available on the organization's website. Form 990, Part IX, line 11g Contract Services and Professional Fees: Program service expenses 2,777,821. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,777,821. The Centers For Families and Children 4500 Euclid Avenue Cleveland OH 44103 237084488 Social Services OH 501(c)(3) Line 7 Circle Health Services 1 El Barrio Incorporated 4500 Euclid Avenue Cleveland OH 44103 341657978 Social Services OH 501(c)(3) Line 7 The Centers For Families and Children 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 The Centers For Families and Children D 1182917 Book Value