2021-11-05T17:00:31-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2020-01-01 912168190 UNITY CARE NORTHWEST UNIT 3606766177 1616 CORNWALL AVENUE NO 205 BELLINGHAM WA 98225 JODI JOYCE CHIEF EXECUTIVE OFFICER 3606766177 2021-07-17 1 JODI JOYCE 999009999 KURT BENNION CPA P01469618 4252506100 2021-07-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JODI JOYCE 1616 CORNWALL AVENUE NO 205 BELLINGHAM WA 98225 35845170 0 X HTTPS://UNITYCARENW.ORG X 2001 WA TO INCREASE THE YEARS OF HEALTHY LIFE IN THE PEOPLE AND COMMUNITIES WE SERVE. 11 11 335 17 0 0 3529645 5184937 32606285 30247558 387297 274139 80753 129701 36603980 35836335 345380 30164 0 0 22012057 25091771 0 0 111140 11266571 11731157 33624008 36853092 2979972 -1016757 39711784 41809277 14344807 17626267 25366977 24183010 X OUR MISSION IS TO INCREASE THE YEARS OF HEALTHY LIFE IN THE PEOPLE AND COMMUNITIES WE SERVE. UNITY CARE NW IS A LOCAL, NON-PROFIT HEALTH CARE PROVIDER THAT IS PART OF A NATIONAL NETWORK OF COMMUNITY HEALTH CENTERS. ALSO KNOWN AS A FEDERALLY QUALIFIED HEALTH CENTER, WE WORK TO IMPROVE ACCESS TO HEALTH CARE FOR EVERYONE, REGARDLESS OF INSURANCE STATUS OR ABILITY TO PAY. CREATED BY A COALITION OF COMMUNITY LEADERS, HEALTH PROFESSIONALS, VOLUNTEERS, FAITH-BASED ORGANIZATIONS, AND CONCERNED CITIZENS, UNITY CARE NW HAS BEEN PROVIDING HIGH-QUALITY HEALTH CARE SERVICES FOR OVER 30 YEARS. 0 0 29158331 30164 30247558 UNITY CARE NORTHWEST PROVIDES HIGH QUALITY, PATIENT-CENTERED SERVICES TO THE PEOPLE OF WHATCOM COUNTY REGARDLESS OF ABILITY TO PAY. INTEGRATED CARE TEAMS PROVIDE COMPREHENSIVE COORDINATION OF PRIMARY MEDICAL HEALTH CARE NEEDS, AS WELL AS DENTAL, PHARMACY AND BEHAVIORAL HEALTH SERVICES. DURING 2020, UNITY CARE NORTHWEST PROVIDED SERVICES TO 19,600 UNDUPLICATED PATIENTS AND A TOTAL OF 80,835 VISITS AT THREE CLINIC SITES, WITH 10,400 VISITS PROVIDED VIA TELEHEALTH. OVER 41% OF PATIENTS SERVED LIVE AT OR BELOW 100% OF THE FEDERAL POVERTY LINE AND 80% ARE AT OR UNDER 200% OF THIS SCALE. THE DECLARED HEALTH EMERGENCY FROM THE COVID-19 PANDEMIC IMPACTED SERVICES IN 2020, RESULTING IN A DECLINE IN VISITS WHILE BEHAVIORAL HEALTH VISITS INCREASED. 29158331 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 29 0 335 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JACQUELINE KAUHI 3606766177 1616 CORNWALL AVENUE NO 205 BELLINGHAM WA 98225 DONALD BRUNK MD MEDICAL DOCTOR 45.00 0.00 X 261983 0 36443 BARBARA CLURE MD MEDICAL DIRECTOR 50.00 0.00 X 267523 0 30077 SHARON JUNGE MD MEDICAL DOCTOR 45.00 0.00 X 267360 0 28208 AARON MOORE MD PSYCHIATRIST 45.00 0.00 X 234226 0 26873 COLIN GOGGIN MD MEDICAL DOCTOR 45.00 0.00 X 223145 0 29607 JODI JOYCE EXECUTIVE DIRECTOR 49.00 1.00 X 228981 0 12528 SHANON HARDIE CHIEF OPERATIONS OFFICER 50.00 0.00 X 198126 0 25259 LISA NELSON PHARMACY DIRECTOR 50.00 0.00 X 186603 0 27398 JOHN TILLEY JR MD MEDICAL DOCTOR 45.00 0.00 X 208058 0 1764 CARRIE SHANE DDS DENTAL DIRECTOR & DENTIST 50.00 0.00 X 175229 0 33930 DIAHANN BARRERA CFO (THROUGH JUNE 2020) 40.00 0.00 X 74345 0 14473 DESMOND SKUBI EXECUTIVE DIRECTOR (THRU JAN 2020) 49.00 1.00 X 74912 0 5536 MELVIN DE JONG PRESIDENT & PAST PRESIDENT 2.00 0.10 X X 0 0 0 JAMES BROWN DIRECTOR & PRESIDENT 2.00 0.00 X X 0 0 0 LARRY THOMPSON VICE PRESIDENT 2.00 0.00 X X 0 0 0 REBECCA SCHAYES ARNP SECRETARY 2.00 0.00 X X 0 0 0 JENNIFER MOLDVER TREASURER 2.00 0.10 X X 0 0 0 DANIEL WHITTLE PAST PRESIDENT (THROUGH FEB 2020) 2.00 0.10 X X 0 0 0 TERRY BROWN DIRECTOR 1.00 0.00 X 0 0 0 VINCENT FOSTER DIRECTOR 1.00 0.00 X 0 0 0 GLORIA MAXWELL DIRECTOR 1.00 0.00 X 0 0 0 CHRIS PHILLIPS DIRECTOR 2.00 0.00 X 0 0 0 NAPEWASTEWIN SCHUTZER DIRECTOR (THROUGH AUGUST 2020) 1.00 0.00 X 0 0 0 KELLIE SLATER DIRECTOR (THROUGH JUNE 2020) 1.00 0.00 X 0 0 0 REBECCA SPITHILL DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE STRONG DIRECTOR 1.00 0.00 X 0 0 0 CHARLES WALTER DIRECTOR (THROUGH FEBRUARY 2020) 1.00 0.00 X 0 0 0 2400491 0 272096 43 0 1 0 COMPHEALTH PO BOX 972670 DALLAS TX 753972670 CONTRACT MEDICAL PROVIDERS 317874 ACTION CLEANING SERVICES 2009 IRON STREET BELLINGHAM WA 98225 JANITORIAL SERVICES 209069 THE FRANKLIN CORPORATION 6459 PORTAL WAY FERNDALE WA 98248 GENERAL CONTRACTOR 180089 QUATRIS HEALTHCO LLC 7657 SW MOHAWK STREET TUALATIN OR 97062 CONSULTING & EMR SUPPORT 156531 EXPRESS SERVICES INC PO BOX 844277 LOS ANGELES CA 900844277 SUPPORT STAFFING 141033 8 10000 14850 4337587 822500 125127 5184937 PATIENT SERVICE REVENUE 624100 30247558 30247558 30247558 274620 274620 481 -481 -481 -481 47112 14850 8354 38758 38758 OTHER REVENUE 812900 90943 90943 90943 35836335 30247558 0 403840 250 250 29914 29914 1354918 720758 634160 19350842 15814815 3458034 77993 493616 396482 94874 2260 2081882 1640728 432212 8942 1810513 1491140 312889 6484 73040 73040 154357 154357 1502380 1211949 287244 3187 132451 48998 82978 475 1081930 474420 606005 1505 1659651 1112455 547196 6198 4749 1449 64922 11336 50426 3160 192453 192453 754902 570316 184586 136278 111537 24741 MEDICAL SUPPLIES 5168980 5130059 36534 2387 TAXES & FEES 345480 19060 322491 3929 BAD DEBT EXPENSE 212598 212598 DUES & SUBSCRIPTIONS 111497 53529 57316 652 134040 103238 30636 166 36853092 29158331 7583621 111140 15713743 20337727 3015407 92802 1849558 1914551 10089654 10535400 122200 141379 770430 693564 13046647 4952793 8150792 8093854 39711784 41809277 2470805 3360409 3677500 7682300 2386170 2257535 5507354 3824125 302978 501898 14344807 17626267 X 25300974 24042447 66003 140563 25366977 24183010 39711784 41809277 X -1016757 -167210 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1847 0 0 1847 0 PART II-B, LINE 1: UNITY CARE NORTHWEST LEADERS AND EMPLOYEES PARTICIPATED IN THE STATE'S LEGISLATIVE DAYS, DISCUSSING CURRENT AND PROPOSED LEGISLATION AS IT IMPACTS THE FQHC COMMUNITY. UNITY CARE NORTHWEST LEADERS ALSO MET WITH VARIOUS FEDERAL LEGISLATORS, DISCUSSED CURRENT AND PROPOSED LEGISLATION IMPACTING THE FQHC COMMUNITY, AND REPRESENTED THE INTERESTS OF FQHC'S. 1300000 1300000 6767436 2906973 3860463 2479730 1065176 1414554 2282941 980644 1302297 216540 216540 8093854 SWAP LIABILITY 470188 DUE TO RELATED ORGANIZATION 31710 501898 X 35460947 8354 8354 35452593 383742 383742 35836335 36648848 8354 8354 36640494 212598 212598 36853092 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE CENTER AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISION SECTION 501(A) OF THE INTERNAL REVENUE CODE AS A CENTER DESCRIBED IN SECTION 501(C)(3) AND NOT AS A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE CENTER EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2019 AND 2018, THE CENTER HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE STATE STATUTES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 8,354. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CONTRIBUTIONS 3,934. CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENT 167,210. BAD DEBT EXPENSE 212,598. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 8,354. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 212,598. ANNUAL GALA 61962 14850 47112 8354 61962 14850 47112 8354 8354 38758 1 VEGGIE RX PROGRAM - GROCERY & CO-OP ASSISTANCE 200 0 29914 FACE VALUE GIFT CARDS PART I, LINE 2: PATIENT ASSISTANCE IS PROVIDED THROUGH GENERAL CONTRIBUTIONS; GRANT FUNDS ARE NOT USED FOR THE ASSISTANCE. ALL GIFT CARDS ARE PURCHASED THROUGH THE ORGANIZATION'S STANDARD PURCHASING PROCESS. A REQUESTION IS SUBMITTED AND APPROVED BY THE SUPERVISOR/MANAGER. GIFT CARD NUMBERS ARE TRACKED AND INVENTORIED EACH MONTH. PATIENTS MUST QUALIFY AND BE ENROLLED IN THE PROGRAM TO RECEIVE ASSISTANCE. EACH GIFT CARD NUMBER AND AMOUNT IS ATTACHED TO THE PATIENT RECEIVING THE SUPPORT. RECORDS ARE MAINTAINED FOR SUPPORT. X X X X X X 0 0 0 0 0 0 0 0 0 DONALD BRUNK MD MEDICAL DOCTOR 253919 0 8064 0 0 0 12982 0 23461 0 298426 0 0 0 BARBARA CLURE MD MEDICAL DIRECTOR 259197 0 8326 0 0 0 9688 0 20389 0 297600 0 0 0 SHARON JUNGE MD MEDICAL DOCTOR 260507 0 6853 0 0 0 8717 0 19491 0 295568 0 0 0 AARON MOORE MD PSYCHIATRIST 227421 0 6805 0 0 0 8717 0 18156 0 261099 0 0 0 COLIN GOGGIN MD MEDICAL DOCTOR 216428 0 6717 0 0 0 10405 0 19202 0 252752 0 0 0 JODI JOYCE EXECUTIVE DIRECTOR 226161 0 2820 0 0 0 6264 0 6264 0 241509 0 0 0 SHANON HARDIE CHIEF OPERATIONS OFFICER 190626 0 7500 0 0 0 8717 0 16542 0 223385 0 0 0 LISA NELSON PHARMACY DIRECTOR 179021 0 7582 0 0 0 9967 0 17431 0 214001 0 0 0 JOHN TILLEY JR MD MEDICAL DOCTOR 203230 0 4828 0 0 0 882 0 882 0 209822 0 0 0 CARRIE SHANE DDS DENTAL DIRECTOR & DENTIST 168121 0 7108 0 0 0 13277 0 20653 0 209159 0 0 0 A WASHINGTON HEALTH CARE FACILITIES AUTHORITY 911108929 2018-06-22 2614983 REFINANCE SERIES 2009 BONDS 0 0 0 A 310654 2614983 2614983 2010 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 X 2387 FAIR MARKET VALUE X 60 122740 INVOICE PRICE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS THE BOARD AND ONE OTHER MEMBER OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE (A) ACTS ONLY AS NECESSARY BETWEEN MEETINGS OF THE BOARD WITH ALL THE POWERS OF THE BOARD AND REPORTS AND PRESENTS FOR RATIFICATION ANY SUCH ACTIONS TO THE BOARD AT THE BOARD'S NEXT MEETING; (B) COORDINATES THE ACTIVITIES OF THE BOARD'S COMMITTEES; (C) ANNUALLY EVALUATES THE CEO'S PERFORMANCE; AND (D) MONITORS THE ORGANIZATION'S COMPLIANCE ACTIVITIES, FINDINGS, AND POLICIES. HOWEVER, THE EXECUTIVE COMMITTEE DOES NOT HAVE AUTHORITY TO BIND THE BOARD OF DIRECTORS OR THE ORGANIZATION ON ANY MATTERS INVOLVING THE PURCHASE OR SALE OF REAL PROPERTY OR THE PURCHASE OR SALE OF EQUIPMENT, FURNITURE OR FIXTURES IN EXCESS OF 1% OF THE ORGANIZATION'S ANNUAL BUDGET. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO AUTHORIZE SUBMITTAL OF GRANT APPLICATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CFO, THE CEO AND BY THE FINANCE COMMITTEE, THEN PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL OFFICERS, DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND KEY EMPLOYEES. UPON JOINING THE ORGANIZATION, AND THEN ANNUALLY THEREAFTER, ALL COVERED INDIVIDUALS SIGN A DETAILED CONFLICT OF INTEREST STATEMENT THAT CLEARLY DEFINES EACH INDIVIDUAL'S RESPONSIBILITY TO DISCLOSE ANY POSSIBLE RELATIONSHIPS OR ARRANGEMENTS THAT COULD RESULT IN A CONFLICT OF INTEREST, AS WELL AS THE PROCEDURE FOR DEALING WITH THESE CONFLICTS IF THEY SHOULD ARISE. IF AN INDIVIDUAL HAS A POTENTIAL CONFLICT OF INTEREST, THEY DISCLOSE THE FACTS TO THE BOARD OR COMMITTEE CHAIR, AS APPROPRIATE. THE BOARD OR COMMITTEE DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL MUST LEAVE THE ROOM FOR ALL DISCUSSIONS AND VOTES ON THE MATTER. CONFLICT OF INTEREST DISCUSSIONS AND RESULTS ARE NOTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A POLICY REGARDING EXECUTIVE DIRECTOR AND KEY EMPLOYEE SALARY AND BENEFITS TO ENSURE THAT COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS, COMPARED AGAINST APPROPRIATE BENCHMARKS AND DOCUMENTED ADEQUATELY. TO ENSURE THAT THERE IS NO CONFLICT OF INTEREST IN THE DECISION MAKING PROCESS, THE EXECUTIVE COMMITTEE HAS ACCESS TO AN INDEPENDENT CONSULTANT TO ASSIST WITH EVALUATING SALARY AND BENEFIT STRUCTURES FOR KEY EMPLOYEES. THE PROCESS LAST INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION IN 2020. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST AND ONLINE AT WWW.GUIDESTAR.ORG, A WEBSITE THAT THE PUBLIC CAN ACCESS TO OBTAIN INFORMATION ABOUT NON-PROFITS. THE FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENT -167,210. NORTH WHATCOM CLINIC 1616 CORNWALL AVENUE SUITE 205 BELLINGHAM WA 98225 830597273 CONSTRUCT AND HOLD REAL ESTATE WA 501(C)(2) UNITY CARE NORTHWEST 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 NORTH WHATCOM CLINIC K 222000 CASH