SWOPE HEALTH SERVICES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SWOPE HEALTH SERVICES (EIN 43-0957840)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349326238
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T19:44:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 EAST 53RD STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 528073479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430957840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWOPE HEALTH SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWOP | BusinessNameControlTxt |
| Phone | 8165995680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 DR MARTIN LUTHER KING JR BLV | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641302807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERON RAVIN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8166272013 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENIFER L CHASE | PreparerPersonNm |
| PTIN | P01306883 | PTIN |
| Phone | 5638884000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERON RAVIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 DR MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641302807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $117,912,550 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWOPEHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | SWOPE HEALTH SERVICES (SWOPE HEALTH) IMPROVES THE HEALTH AND WELLNESS OF THE COMMUNITY BY DELIVERING ACCESSIBLE, QUALITY, COMPREHENSIVE PATIENT CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 857 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,923,462 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,114,259 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,816,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,791,853 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,613,391 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,734,522 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,272,575 | PYOtherRevenueAmt |
| CY Other Revenue | $746,681 | CYOtherRevenueAmt |
| PY Total Revenue | $85,625,942 | PYTotalRevenueAmt |
| CY Total Revenue | $109,387,315 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,278,645 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,011,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,186,038 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,478 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $87,141 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $87,141 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,875,788 | PYOtherExpensesAmt |
| CY Other Expenses | $36,483,716 | CYOtherExpensesAmt |
| PY Total Expenses | $78,049,628 | PYTotalExpensesAmt |
| CY Total Expenses | $96,035,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,576,314 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,351,775 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,039,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,308,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,292,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,121,094 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,746,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,187,716 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SWOPE HEALTH SERVICES (SWOPE HEALTH) IMPROVES THE HEALTH AND WELLNESS OF THE COMMUNITY BY DELIVERING ACCESSIBLE, QUALITY, COMPREHENSIVE PATIENT CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,416,727 | ExpenseAmt |
| Grant | $4,278,645 | GrantAmt |
| Revenue | $71,486,056 | RevenueAmt |
| Desc | AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) SERVING KANSAS CITY AND THE SURROUNDING BI-STATE COMMUNITY, SWOPE HEALTH SERVICES (SWOPE HEALTH) SERVED 54,716 UNIQUE PATIENTS AND PATIENTS RECEIVED 338,108 SERVICES IN 2024. ACCREDITED BY THE JOINT COMMISSION AND THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF), SWOPE HEALTH OPERATES A FULL-SERVICE CLINIC IN KANSAS CITY, MISSOURI, PLUS MISSOURI SATELLITE CLINICS IN BELTON, INDEPENDENCE, HICKMAN MILLS, NORTHLAND AND MAPLE WOODS, TWO CLINICS IN WYANDOTTE COUNTY AND ONE CLINIC IN LEAVENWORTH COUNTY, KANSAS. SWOPE HEALTH OPERATES THREE SCHOOL-BASED SATELLITE CLINICS AT EMMANUEL FAMILY AND CHILD CENTER, OPERATION BREAKTHROUGH, AND THE EXCELSIOR SPRINGS EARLY LEARNING CENTER, AND OPERATES MOBILE MEDICAL AND DENTAL UNITS WHICH VISIT SCHOOLS, SHELTERS AND OTHER OUTREACH SITES. THE MOBILE DENTAL UNIT DELIVERS ORAL HEALTH PREVENTION SERVICES TO 82 LOCATIONS. CLOSE TO HALF OF SWOPE HEALTH'S PATIENTS ARE AFRICAN AMERICAN, ONE-THIRD ARE WHITE AND MOST OF THE REMAINING PATIENTS IDENTIFY AS MORE THAN ONE RACE OR HISPANIC/LATINX OR AMERICAN INDIAN/ALASKA NATIVE. WE ARE EXPERIENCING GROWTH IN OUR HISPANIC/LATINX PATIENT POPULATIONS AT MOST LOCATIONS, CONSISTENT WITH RECENT NATIONAL CENSUS DATA. WE HAVE ACHIEVED PRIMARY CARE MEDICAL HOME (PCMH) ACCREDITATION FROM THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA). IN 2024, SWOPE HEALTH WAS RECOGNIZED AT THE GOLD LEVEL FOR THE CLINICAL QUALITY AWARD FROM THE MISSOURI PRIMARY CARE ASSOCIATION; THIS RECOGNITION MEANS THAT WE MET OR EXCEEDED A GOAL OF 80% ON MPCA'S SELECTED CMS MEASURES FOR HEALTHCARE EFFECTIVENESS DATA AND INFORMATION (HEDIS) AND UNIFORM DATA SYSTEM (UDS).IN 2024, SWOPE HEALTH ENROLLED THE FIRST PARTICIPANTS AT THE PACE KC ADULT WELLNESS CENTER. PARTICIPANT ENROLLMENT GREW THROUGHOUT THE YEAR. IN 2024, SWOPE HEALTH ALSO BROKE GROUND ON A BEHAVIORAL HEALTH AND INTELLECTUAL/DEVELOPMENTAL DISABILITY (BHIDD) RESIDENTIAL LOCATION, CALLED 87TH STREET PLACE. IN ADDITION, SWOPE HEALTH IS PARTNERING WITH THE KANSAS CITY KANSAS COMMUNITY COLLEGE AND COMMUNITY AMERICA CREDIT UNION FOR THE KANSAS CITY KANSAS COMMUNITY EDUCATION, HEALTH AND WELLNESS CENTER WHICH WILL INCLUDE A WOMEN'S AND CHILDREN'S CENTER OFFERING MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES OPERATED BY SWOPE HEALTH. SWOPE HEALTH BEHAVIORAL HEALTH PROVIDED SERVICES TO 7,075 INDIVIDUALS IN 2024. THOSE INDIVIDUALS RECEIVED MORE THAN 135,000 VISITS, SOME WHICH OCCURRED ON THE SAME DAY. THESE SERVICES INCLUDE COMMUNITY SUPPORT, INDIVIDUAL AND GROUP THERAPY, MEDICATION ASSESSMENT AND MANAGEMENT, SUBSTANCE USE TREATMENT, RESIDENTIAL TREATMENT, CRISIS INTERVENTION, AND CASE MANAGEMENT. THESE SERVICES ARE AVAILABLE FOR AGES THREE AND OVER. ADULTS ARE ALSO OFFERED PSYCHOSOCIAL REHABILITATION, INTEGRATED TREATMENT FOR SUBSTANCE USE, OPIOID TREATMENT, AND EMPLOYMENT SERVICES. SWOPE HEALTH WAS AN INTEGRAL PARTNER IN THE ROLLOUT OF MISSOURI'S 988 EMERGENCY CRISIS LINE PROVIDING STAFFING, MOBILE RESPONSE, AND EDUCATION AND OUTREACH. SWOPE HEALTH'S BEHAVIORAL HEALTH, MEDICAL AND DENTAL SERVICES TEAMS CONTINUE TO IMPROVE OUR SERVICE INTEGRATION. THIS HAS RESULTED IN INCREASED CARE COORDINATION, RESOURCE ATTAINMENT, AND BETTER PATIENT OUTCOMES. IN 2024, WE CONTINUED TO PROVIDE SERVICES IN MULTIPLE WAYS IN ORDER TO IMPROVE ACCESS TO CARE. THIS INCLUDES TELEHEALTH WITH REMOTE PROVIDERS AND THE ABILITY FOR INDIVIDUALS TO RECEIVE CARE IN THEIR HOMES USING VIDEO AND/OR TELEPHONE. THE MAJORITY OF SERVICES ARE NOW BACK TO FACE-TO-FACE, BUT WE CONTINUE TO OFFER MULTIPLE WAYS TO RECEIVE CARE BASED ON THE PREFERENCES OF THE INDIVIDUALS SERVED. ACCESS TO CARE REMAINS A TOP PRIORITY AS WE LOOK TOWARD NEW MODELS OF SERVICE DELIVERY, COMBINING REMOTE AND ON-SITE SERVICES TO MEET THE NEEDS OF CLIENTS. IN 2024, SWOPE HEALTH ASSISTED 3,339 UNHOUSED PATIENTS WITH HEALTH CARE, HOUSING AND OTHER ESSENTIAL SERVICES. OF THESE UNHOUSED PATIENTS, 93% OF THEM WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL (FPL). OUTREACH SERVICES PROVIDED 2,900 HOMELESS INTAKE SCREENINGS. SWOPE HEALTH STAFF MEMBERS ARE ACTIVE IN THE HOMELESS COMMUNITY AND OFTEN VISIT SHELTERS, COMMUNITY DAY CENTERS, AND HOMELESS ENCAMPMENTS TO ASSESS BASIC MEDICAL AND BEHAVIORAL NEEDS OF THE UNHOUSED. | Desc |
| Total Program Service Expenses | $80,416,727 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 215 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 857 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8165995680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 DR MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641302807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE BOYER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISSIA CANADY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CANNON III | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN CAROLINA JR | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON ELLISON MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM KOKJER | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JACK MCCANNA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN RANGEL JR | ||||||||
| CHAIRPERSON | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ZORAYA ROWLANDS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DRED SCOTT EDD | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES SCOTT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SEARCY | ||||||||
| VICE CHAIRPERSON | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JULIA VARGAS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY WILLIAMS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JERON RAVIN | ||||||||
| PRESIDENT/CEO | 50.00 | $617,070 | $0 | $26,908 | Yes (X) | |||
| NAIMISH PATEL | ||||||||
| FINANCIAL CONSULTANT/FORMER CFO | 50.00 | $298,494 | $0 | $10,237 | Yes (X) | |||
| NAIOMI JAMAL | ||||||||
| CHIEF HEALTH OFFICER | 50.00 | $337,378 | $0 | $22,128 | Yes (X) | |||
| ESSENCE MONTGOMERY | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $108,458 | $0 | $7,155 | Yes (X) | |||
| JOSETTE MITCHELL | ||||||||
| VP BEHAVIORAL HEALTH | 50.00 | $178,769 | $0 | $22,324 | Yes (X) | |||
| MEGAN KROHN | ||||||||
| VP DENTAL | 50.00 | $174,190 | $0 | $33,458 | Yes (X) | |||
| EDWARD MURPHY | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 50.00 | $160,043 | $0 | $13,949 | Yes (X) | |||
| KELLYN MURPHY | ||||||||
| CHIEF HUMAN RESOURCE OFFICER | 50.00 | $168,600 | $0 | $27,313 | Yes (X) | |||
| BRANDI FINOCCHARIO | ||||||||
| CHIEF STRATEGY OFFICER | 50.00 | $155,598 | $0 | $15,997 | Yes (X) | |||
| NALLU REDDY MD | ||||||||
| PSYCHIATRIST | 40.00 | $365,741 | $0 | $24,269 | Yes (X) | |||
| JOHN FRANCIS | ||||||||
| PSYCHIATRIST | 40.00 | $301,261 | $0 | $31,653 | Yes (X) | |||
| OTIS LATIMER MD | ||||||||
| PHYSICIAN | 40.00 | $305,336 | $0 | $32,390 | Yes (X) | |||
| DEREK BROWN MD | ||||||||
| PSYCHIATRIST | 40.00 | $307,391 | $0 | $32,077 | Yes (X) | |||
| KENNETH THOMAS | ||||||||
| PHYSICIAN | 40.00 | $240,374 | $0 | $30,339 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,718,703 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $330,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 92 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ECLINICALWORKS LLC | |||||
| PO BOX 847950 | BOSTON | MA | 02284 | EMR SOFTWARE MAINTENANCE | $1,011,672 |
| CYRACOMM LLC | |||||
| PO BOX 71012 | CHICAGO | IL | 60694 | TRANSLATION SERVICES | $665,927 |
| ACCESS NURSE | |||||
| PO BOX 635013 | CINCINNATI | OH | 45263 | PROFESSIONAL SERVICES | $655,107 |
| KUTAK ROCK LLP | |||||
| PO BOX 30057 | OMAHA | NE | 68103 | LEGAL SERVICES | $210,010 |
| FORVIS LLP | |||||
| PO BOX 200870 | DALLAS | TX | 75320 | PROFESSIONAL SERVICES | $155,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,000,000 | RelatedOrganizationsAmt |
| Government Grants | $14,936,283 | GovernmentGrantsAmt |
| All Other Contributions | $15,177,976 | AllOtherContributionsAmt |
| Total Contributions | $32,114,259 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT CARE | 621400 | $39,391,098 | $39,391,098 |
| CONTRACTS REVENUE | 621400 | $25,478,328 | $25,478,328 |
| SETTLEMENT REVENUE | 621400 | $5,922,427 | $5,922,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,791,853 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,846,382 | TotalRevenueColumnAmt |
| Exclusion | $1,846,382 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,478 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,478 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,478 | TotalRevenueColumnAmt |
| Exclusion | $52,478 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,395,907 | SecuritiesAmt |
| Other | $17,468 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,525,235 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,870,672 | SecuritiesAmt |
| Other | $17,468 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,888,140 | TotalRevenueColumnAmt |
| Exclusion | $3,888,140 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $694,203 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $694,203 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $694,203 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,387,315 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,486,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,787,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278,645 | TotalAmt |
| Program Services | $4,278,645 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378,069 | TotalAmt |
| Program Services | $560,599 | ProgramServicesAmt |
| Management And General | $1,817,470 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,951,220 | TotalAmt |
| Program Services | $38,008,782 | ProgramServicesAmt |
| Management And General | $1,942,438 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,492 | TotalAmt |
| Program Services | $398,514 | ProgramServicesAmt |
| Management And General | $37,978 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,182,066 | TotalAmt |
| Program Services | $8,356,826 | ProgramServicesAmt |
| Management And General | $825,240 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,238,191 | TotalAmt |
| Program Services | $2,950,558 | ProgramServicesAmt |
| Management And General | $287,633 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,814,391 | TotalAmt |
| Program Services | $2,324,641 | ProgramServicesAmt |
| Management And General | $2,489,750 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,675 | TotalAmt |
| Management And General | $182,675 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,458 | TotalAmt |
| Management And General | $296,458 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,000 | TotalAmt |
| Management And General | $96,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,141 | TotalAmt |
| Fundraising | $87,141 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,392 | TotalAmt |
| Management And General | $47,392 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,931 | TotalAmt |
| Management And General | $72,931 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,250 | TotalAmt |
| Management And General | $408,250 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,487,637 | TotalAmt |
| Management And General | $3,487,637 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,813,071 | TotalAmt |
| Program Services | $3,196,488 | ProgramServicesAmt |
| Management And General | $1,616,583 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,114 | TotalAmt |
| Program Services | $617,939 | ProgramServicesAmt |
| Management And General | $86,175 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,632 | TotalAmt |
| Management And General | $303,632 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,683,517 | TotalAmt |
| Program Services | $2,459,352 | ProgramServicesAmt |
| Management And General | $1,224,165 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HEALTH CARE SUPPLIES | $15,464,317 | $15,464,317 | |
| OTHER OPERATING EXPENSE | $2,109,331 | $1,800,066 | $309,265 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,035,540 | TotalAmt |
| Program Services | $80,416,727 | ProgramServicesAmt |
| Management And General | $15,531,672 | ManagementAndGeneralAmt |
| Fundraising | $87,141 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,720,305 | BOYAmt |
| EOY | $6,603,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,990,181 | BOYAmt |
| EOY | $1,012,422 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,141 | BOYAmt |
| EOY | $1,222,434 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,527 | BOYAmt |
| EOY | $709,929 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,283 | BOYAmt |
| EOY | $484,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $81,195,253 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,607,432 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,209,227 | BOYAmt |
| EOY | $46,587,821 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,575,975 | BOYAmt |
| EOY | $31,410,388 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,239,666 | BOYAmt |
| EOY | $20,418,525 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,489 | BOYAmt |
| EOY | $130,489 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,025,543 | BOYAmt |
| EOY | $26,728,564 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,039,337 | BOYAmt |
| EOY | $135,308,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,347,634 | BOYAmt |
| EOY | $6,785,337 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,769,108 | BOYAmt |
| EOY | $1,317,964 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,644,200 | BOYAmt |
| EOY | $3,644,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,531,599 | BOYAmt |
| EOY | $27,373,593 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,292,541 | BOYAmt |
| EOY | $39,121,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,746,796 | BOYAmt |
| EOY | $96,187,716 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,746,796 | BOYAmt |
| EOY | $96,187,716 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,039,337 | BOYAmt |
| EOY | $135,308,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,351,775 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $89,145 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,119,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,303,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,431,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,923,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,114,259 | CurrentTaxYearAmt |
| Total | $133,892,400 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,119,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,303,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,431,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,923,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,114,259 | CurrentTaxYearAmt |
| Total | $133,892,400 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,442,312 | SubstantialContributorsTotAmt |
| Public Support Total170 | $125,450,088 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $664,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $838,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $934,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,613,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,898,860 | CurrentTaxYearAmt |
| Total | $5,950,043 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $329,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $557,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $519,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,109,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $694,203 | CurrentTaxYearAmt |
| Total | $3,209,264 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $143,051,707 | TotalSupportAmt |
| Public Support CY170 | 0.87700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 329,341. 2021 AMOUNT: $ 557,131. 2022 AMOUNT: $ 519,520. 2023 AMOUNT: $ 1,109,069. 2024 AMOUNT: $ 694,203. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,320,727 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,416,727 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $61,200 | CurrentYearMinus3Amt |
| Current Year Minus2 | $86,800 | CurrentYearMinus2Amt |
| Current Year Minus1 | $82,000 | CurrentYearMinus1Amt |
| Current Year | $96,000 | CurrentYearAmt |
| Total | $326,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | SWOPE HEALTH SERVICES (SWOPE HEALTH) PAID NEXUS $36,000 TO REVIEW PROSPECTIVE LEGISLATION AND ADVISE SWOPE HEALTH AND LEGISLATIVE OFFICIALS OF THE IMPACT OF SUCH LEGISLATION. SWOPE HEALTH PAID $60,000 TO LUCAS COMPTON FOR THE REVIEW OF PROSPECTIVE FEDERAL LEGISLATIVE INITIATIVES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,089,119 | OtherCostOrOtherBasisAmt |
| Book Value | $2,089,119 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,976,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,878,103 | DepreciationAmt |
| Book Value | $31,098,115 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,800,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,297,817 | DepreciationAmt |
| Book Value | $1,502,248 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,142,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,746,530 | DepreciationAmt |
| Book Value | $396,142 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,187,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,684,982 | DepreciationAmt |
| Book Value | $11,502,197 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,587,821 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $17,587,543 | F |
| ALTERNATIVE INVESTMENTS | $565,688 | F |
| FIXED INCOME SECURITIES | $2,265,294 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,418,525 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $5,315,595 |
| CONTRACT RECEIVABLE | $4,364,006 |
| RIGHT-OF-USE OPERATING LEASE ASSET | $16,963,158 |
| DUE FROM AFFILIATES | $85,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $26,728,564 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $17,297,793 |
| NEW MARKET TAX CREDIT LIABILITY | $10,075,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,373,593 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SWOPE HEALTH SERVICES, SWOPE PARKWAY HOUSING, INC., SWOPE HEALTH KCK NMTC QALICB, INC., AND SWOPE HEALTH FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO INCOME TAXES ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. FORMS 990 FILED BY SWOPE HEALTH SERVICES, SWOPE PARKWAY HOUSING, INC., SWOPE HEALTH KCK NMTC QALICB, INC., AND SWOPE HEALTH FOUNDATION ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. THE ACCOUNTING GUIDANCE ON INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED AND DISCLOSED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR ADJUSTMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $575,056 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $575,056 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $575,056 | TotalSpentAmt |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON WEIGAND | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 DR MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $19,961,270 | GrossReceiptsAmt |
| Retained By Contractor | $87,141 | RetainedByContractorAmt |
| Net To Organization | $19,874,129 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $19,961,270 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $87,141 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $19,874,129 | TotalNetToOrganizationAmt |
| Licensed States | MO | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SWOPE HEALTH FOUNDATION | ||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 431497518 | 501(C)(3) | $4,250,000 | $0 | GENERAL SUPPORT |
| SWOPE PARKWAY HOUSING | ||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 431531202 | 501(C)(3) | $28,645 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SWOPE HEALTH SERVICES GIVES GRANTS TO SWOPE PARKWAY HOUSING AND SWOPE HEALTH FOUNDATION TO BE USED AT THEIR DISCRETION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERON RAVIN | ||||||||||||||
| PRESIDENT/CEO | $544,210 | $0 | $63,500 | $0 | $9,360 | $0 | $13,504 | $0 | $13,404 | $0 | $643,978 | $0 | $0 | $0 |
| NALLU REDDY MD | ||||||||||||||
| PSYCHIATRIST | $359,411 | $0 | $0 | $0 | $6,330 | $0 | $12,997 | $0 | $11,272 | $0 | $390,010 | $0 | $0 | $0 |
| NAIOMI JAMAL | ||||||||||||||
| CHIEF HEALTH OFFICER | $336,880 | $0 | $0 | $0 | $498 | $0 | $11,981 | $0 | $10,147 | $0 | $359,506 | $0 | $0 | $0 |
| DEREK BROWN MD | ||||||||||||||
| PSYCHIATRIST | $306,893 | $0 | $0 | $0 | $498 | $0 | $7,811 | $0 | $24,266 | $0 | $339,468 | $0 | $0 | $0 |
| OTIS LATIMER MD | ||||||||||||||
| PHYSICIAN | $295,068 | $0 | $0 | $0 | $10,268 | $0 | $10,650 | $0 | $21,740 | $0 | $337,726 | $0 | $0 | $0 |
| JOHN FRANCIS | ||||||||||||||
| PSYCHIATRIST | $300,115 | $0 | $0 | $0 | $1,146 | $0 | $6,211 | $0 | $25,442 | $0 | $332,914 | $0 | $0 | $0 |
| NAIMISH PATEL | ||||||||||||||
| FINANCIAL CONSULTANT/FORMER CFO | $282,418 | $0 | $0 | $0 | $16,076 | $0 | $0 | $0 | $10,237 | $0 | $308,731 | $0 | $0 | $0 |
| KENNETH THOMAS | ||||||||||||||
| PHYSICIAN | $237,258 | $0 | $0 | $0 | $3,116 | $0 | $0 | $0 | $30,339 | $0 | $270,713 | $0 | $0 | $0 |
| MEGAN KROHN | ||||||||||||||
| VP DENTAL | $173,902 | $0 | $0 | $0 | $288 | $0 | $6,594 | $0 | $26,864 | $0 | $207,648 | $0 | $0 | $0 |
| JOSETTE MITCHELL | ||||||||||||||
| VP BEHAVIORAL HEALTH | $176,759 | $0 | $0 | $0 | $2,010 | $0 | $5,961 | $0 | $16,363 | $0 | $201,093 | $0 | $0 | $0 |
| KELLYN MURPHY | ||||||||||||||
| CHIEF HUMAN RESOURCE OFFICER | $166,330 | $0 | $0 | $0 | $2,270 | $0 | $6,563 | $0 | $20,750 | $0 | $195,913 | $0 | $0 | $0 |
| EDWARD MURPHY | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $158,809 | $0 | $0 | $0 | $1,234 | $0 | $4,468 | $0 | $9,481 | $0 | $173,992 | $0 | $0 | $0 |
| BRANDI FINOCCHARIO | ||||||||||||||
| CHIEF STRATEGY OFFICER | $155,345 | $0 | $0 | $0 | $253 | $0 | $2,489 | $0 | $13,508 | $0 | $171,595 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO HIS EMPLOYMENT AGREEMENT, THE PRESIDENT/CHIEF EXECUTIVE OFFICER, JERON RAVIN, IS ELIGIBLE FOR A DISCRETIONARY BONUS BASED ON HIS PERFORMANCE AS DETERMINED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL POSSESS AND MAY EXERCISE ANY AND ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND AFFAIRS OF THE CORPORATION TO THE EXTENT AUTHORIZED BY RESOLUTION ADOPTED BY A MAJORITY VOTE OF THE ENTIRE BOARD OF DIRECTORS; PROVIDED, THAT ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE PARAMOUNT POWER OF THE BOARD OF DIRECTORS AND SHALL NOT CONFLICT WITH ANY EXPRESSED POLICIES OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | SWOPE HEALTH SERVICES PRESENTS AND DISCUSSES A DRAFT OF ITS FORM 990 WITH SENIOR MANAGEMENT AS WELL AS THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE REMAINING BOARD MEMBERS ARE PROVIDED WITH A COPY FOR REVIEW AND COMMENT AS WELL BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. COMMENTS AND QUESTIONS OF THE REVIEWING INDIVIDUALS ARE ADDRESSED BY THOSE RESPONSIBLE FOR PREPARING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE ANNUALLY THE CONFLICT OF INTEREST DISCLOSURE FORM AND PROVIDE PERIODIC UPDATES TO THE FORM AS MAY BE NECESSARY. ANY CONFLICTS IDENTIFIED WILL REQUIRE RECUSAL OF THE DIRECTOR, OFFICER, OR KEY EMPLOYEE WHERE APPROPRIATE. A HUMAN RESOURCES REPRESENTATIVE REVIEWS THE CONFLICT OF INTEREST DISCLOSURES AND DETERMINES IF THERE IS A POTENTIAL CONFLICT. THE REPRESENTATIVE THEN FORWARDS THE DISCLOSURES WITH POTENTIAL CONFLICTS TO THE VICE PRESIDENT OF HUMAN RESOURCES WHO DETERMINES IF THERE IS A CONFLICT AND IF FURTHER ACTION IS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | SWOPE HEALTH SERVICES' (SWOPE HEALTH) GOVERNANCE PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER INCLUDES AN ANNUAL REVIEW OF SUCH COMPENSATION BY THE COMPANY'S BOARD OF DIRECTORS. IN CARRYING OUT THIS ANNUAL REVIEW, THE BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ADVISE AND ASSESS THE REASONABLENESS OF THE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER MEMBERS OF THE SENIOR LEADERSHIP TEAM, NONE OF WHOM PARTICIPATE IN THIS REVIEW OF HIS/HER OWN COMPENSATION. THE BOARD ALSO CONSIDERS RECOMMENDATIONS FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF SWOPE HEALTH. THE SWOPE HEALTH EXECUTIVE COMMITTEE MET WITH THE COMPENSATION CONSULTANT IN 2023 FOR THE SOLE PURPOSE OF REVIEWING CHIEF EXECUTIVE OFFICER COMPENSATION AND MAKING A PAY ADJUSTMENT IN ACCORDANCE WITH JOB PERFORMANCE AND MARKET DATA. DECISIONS WERE COMMUNICATED TO THE CHIEF HUMAN RESOURCES OFFICER FOR IMPLEMENTATION. THE DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | SWOPE HEALTH SERVICES' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE SAME TIME AND MANNER AS OTHER DISCLOSURES REQUIRED UNDER INTERNAL REVENUE CODE SECTION 6104. |
| FORM 990, PART VII, LINE 1A: | SWOPE HEALTH SERVICES, SWOPE PARKWAY HOUSING, INC., SWOPE HEALTH KCK NMTC QALICB INC., AND SWOPE HEALTH FOUNDATION ARE RELATED ENTITIES. AS A RESULT, BOARD OVERLAP EXISTS AMONG THESE ENTITIES, AND IT WOULD BE ADMINISTRATIVELY IMPRACTICAL FOR MEMBERS OF THE GOVERNING BOARD AND THE EXECUTIVE TEAM TO BREAKOUT THEIR HOURS DEVOTED AMONG EACH ORGANIZATION. THE AMOUNTS REPORTED AS REPORTABLE COMPENSATION FOR OFFICERS, UNLESS OTHERWISE NOTED ELSEWHERE IN PART VII, ARE FOR SERVICES RENDERED ON BEHALF OF SWOPE HEALTH SERVICES AND SWOPE PARKWAY HOUSING, INC. ALL REPORTABLE COMPENSATION, UNLESS OTHERWISE NOTED IN PART VII, IS PAID BY SWOPE HEALTH SERVICES. |
| FORM 990, PART XII, LINE 2C: | SWOPE HEALTH SERVICES' GOVERNANCE STRUCTURE INCLUDES A FINANCE COMMITTEE, WHICH IS A SEPARATE STANDING COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT PROCESS, INCLUDING REVIEWING AND DISCUSSING THE RESULTS OF THE ANNUAL AUDIT WITH THE INDEPENDENT ACCOUNTANT AS WELL AS THE SELECTION AND ENGAGEMENT OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| PACE KC LLC | |||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 841963990 | PROVIDING MEDICAL AND SUPPORTIVE SERVICES TO THE ELDERLY | MO | -$1,300,596 | $12,724,303 | SWOPE QALICB LLC |
| SWOPE PACE HOLDINGS | |||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 871492148 | OWNS AND MANAGES PACE KC LLC'S REAL ESTATE | MO | $175,200 | $16,860,266 | SWOPE QALICB LLC |
| SWOPE QALICB LLC | |||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 880770519 | ASSISTS WITH NEW MARKET TAX CREDITS | MO | -$268,574 | $17,016,537 | SWOPE HEALTH SERVICES |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SWOPE HEALTH FOUNDATION | ||||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 431497518 | RAISE FUNDS TO SUPPORT THE CLINICAL PROGRAMS OF SWOPE HEALTH SERVICES | MO | 501(C)(3) | LINE 12A, I | SWOPE HEALTH SERVICES | Yes (1) |
| SWOPE PARKWAY HOUSING INC | ||||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 431531202 | PROVIDE HOUSING TO HANDICAPPED CLIENTS | MO | 501(C)(3) | LINE 7 | SWOPE HEALTH SERVICES | Yes (1) |
| SWOPE HEALTH KCK NMTC QALICB INC | ||||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | 994909676 | FINANCE PROJECTS TO SUPPORT THE CLINICAL PROGRAMS OF SWOPE HEALTH SERVICES | MO | 501(C)(3) | LINE 12A, I | SWOPE HEALTH SERVICES | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SWOPE HEALTH FOUNDATION | ||
| C | $2,000,000 | FAIR MARKET VALUE |
| SWOPE HEALTH FOUNDATION | ||
| B | $4,250,000 | FAIR MARKET VALUE |