2016-03-14T11:54:50-05:00 2015-05-31 931235599 KUENZI & COMPANY LLC 650 HAWTHORNE AVE SE STE 110 SALEM OR 97301 990 2014-06-01 931329158 MOSAIC MEDICAL MOSA 5414470707 375 NW BEAVER ST STE 101 PRINEVILLE OR 97754 SCOTT COOPER TREASURER 5414470707 2016-02-21 true TERRENCE L KUENZI P00009441 5033997306 2016-03-14 X 2014 2016-08-17 19:52:53Z 22885740 false X WWW.MOSAICMEDICAL.ORG X 2002 OR THE MISSION OF MOSAIC MEDICAL IS TO IMPROVE THE HEALTH AND WELL BEING OF THE INDIVIDUALS, FAMILIES, AND COMMUNITIES WE SERVE. 10 10 294 23 0 4121809 4795461 14158728 18039328 232 708 166 50243 18280935 22885740 0 0 13010072 15677286 0 0 4781160 5853553 17791232 21530839 489703 1354901 11774912 11641665 3681367 2368984 8093545 9272681 X THE MISSION OF MOSAIC MEDICAL IS TO IMPROVE THE HEALTH AND WELL BEING OF THE INDIVIDUALS, FAMILIES, AND COMMUNITIES WE SERVE. false true 6571124 7906320 THE BEND CLINIC PROVIDED 28,596 PRIMARY CARE VISITS IN FISCAL 2014-2015, AS WELL AS THOUSANDS OF ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE AND CASE MANAGEMENT SERVICES. IN FISCAL 2014-2015, OUR BEND CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT-CENTERED PRIMARY CARE HOMES. ON BEHALF OF THE BEND, PRINEVILLE, AND REDMOND CLINICS MOSAIC MEDICAL RECEIVED 49,800 IN DONATED USE OF FACILITIES TO EXPAND INTO SCHOOL BASED HEALTH CENTERS AND SATELITE SITES. SEE OTHER ACCOMPLISHMENTS DESCRIPTIONS. 3053539 2167045 OUR COMPLEX CARE CENTER OPENED THIS FISCAL YEAR AND PROVIDED 10,456 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OBSTETRICS (OB) AND CALL SERVICES AND CASE MANAGEMENT SERVICES. IN ORDER TO MEET THE NEEDS OF THE COMMUNITY THE COMPLEX CARE CENTER RECEIVED DISCOUNTED USE OF THE FACILITIES VALUED AT 196,165 FOR THE FISCAL YEAR END MAY 31, 2015. 2163991 2344982 THE PRINEVILLE CLINIC, THE FIRST CLINIC OPENED BY MOSAIC, PROVIDED 11,393 PRIMARY CARE VISITS TO ITS COMMUNITY IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL CALL SERVICES AND CASE MANAGEMENT SERVICES. IN FISCAL 2014-2015, OUR PRINEVILLE CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT- CENTERED PRIMARY CARE HOMES. 4837479 5620981 THE MADRAS CLINIC PROVIDED 9,194 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. IN FISCAL 2014-2015, OUR MADRAS CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT- CENTERED PRIMARY CARE HOMES. THE REDMOND CLINIC PROVIDED 6,968 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. OUR SCHOOL-BASED HEALTH CENTERS PROVIDED 6,773 VISITS IN OUR FISCAL YEAR 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, AND CASE MANAGEMENT SERVICES. MOSAIC MEDICAL PROVIDED THE BALANCE OF OUR PRIMARY CARE VISITS THROUGH OUR TWO SATELITE SITES, HARRIMAN HEALTH AND ARIELS COMMUNITY CLINIC, AND OUR MOBILE MEDICAL VAN WHICH BRINGS PRIMARY CARE TO HOMELESS PATIENTS. 4837479 5620981 16626133 true false false false false false false false false false true false false false true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 17 0 true 294 true false false false false false false X 10 10 false false false false false false false true true false true true true true true true true true true true false OR X KIRK SCHUELER 5414470707 600 SW COLUMBIA ST SUITE 6000 600 SW COLUMBIA ST SUITE 6000 BEND OR 97702 SCOTT JOHNSON BOARD CHAIR 1.00 X X 0 0 0 JOYCE TUCKER SECRETARY 1.00 X X 0 0 0 SCOTT COOPER TREASURER 1.00 X X 0 0 0 AMY MIX BOARD MEMBER 1.00 X 0 0 0 MIKE TEMPLETON BOARD MEMBER 1.00 X 0 0 0 MIGUEL HERRADA BOARD MEMBER 1.00 X 0 0 0 JOHN MAPES BOARD MEMBER 1.00 X 0 0 0 LISA SEVERA BOARD MEMBER 1.00 X 0 0 0 JANA SANDY GIARDINI BOARD MEMBER 1.00 X 0 0 0 KIRK SCHUELER BOARD MEMBER 1.00 X 0 0 0 MEGAN HAASE CEO 40.00 X 145907 0 5476 LAURA GRATTON PHYSICIAN 40.00 X 185535 0 5476 WENDY GRACE PHYSICIAN 40.00 X 181690 0 11530 CHRISTINE PIERSON CMO 40.00 X 181513 0 1984 DARIN VAUGHAN PHYSICIAN 40.00 X 172066 0 4606 MARTIN SMART PHYSICIAN 40.00 X 168118 0 3398 1034829 32470 14 false true false OCHIN OCHIN 707 SW WASHINGTON ST ST 707 SW WASHINGTON ST ST PORTLAND OR 97205 EMR SERVICES 398695 1 3386105 1409356 4795461 FEES & CONTRACTS GOV AGENCIES 621400 16300147 16300147 HEALTH SERVICE FEES 621300 1096836 1096836 PHARMACY 621400 548025 548025 GOV'T AGENCY LEASES 621300 94320 94320 18039328 708 708 MISC INCOME 624100 50243 50243 50243 22885740 18089571 708 582055 582055 12215434 9846075 2369359 1719271 1061870 657401 1160526 927992 232534 92334 92334 49799 49799 21779 8366 13413 80815 17030 63785 76263 61265 14998 638386 574547 63839 1434711 1268637 166074 59182 35104 24078 89399 68046 21353 79630 79630 599228 471345 127883 47785 40617 7168 SUPPLIES 1066079 1035568 30511 CONTRACTUAL SERVICES 573109 431933 141176 REPAIRS & MAINTENANCE 175615 140492 35123 BAD DEBT 170099 170099 599340 467147 132193 21530839 16626133 4904706 0 4919 3750 4215748 4731467 779555 603792 2235630 1627846 114683 124099 150740 283105 6239404 2178040 4076566 4061364 197071 206242 11774912 11641665 1383567 2008756 2008615 289185 360228 3681367 2368984 X 7301727 8667904 791818 604777 8093545 9272681 11774912 11641665 1354901 -175765 X false true X true true true X 2706571 2758945 3018315 4121809 4795461 17401101 2706571 2758945 3018315 4121809 4795461 17401101 17401101 2505 2902 1126 232 708 7473 113500 152101 100432 166 50242 416441 17825015 56085612 0.97620 0.97110 X PART II, LINE 10 INS. ADJUSTMENTS, AND REIMBURSEMENTS 416,826 MEDICAL RECORDS COPYING -385 575000 575000 2579590 429839 2149751 651975 50495 601480 2432839 1697706 735133 4061364 APM PAYABLE 360228 360228 X 22955940 70200 70200 22885740 22885740 21776804 245965 245965 21530839 21530839 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS, AS THE ORGANIZATION HAS NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AS WELL AS THE STATE OF OREGON JURISDICTION. GENERALLY, INCOME TAX FILINGS ARE SUBJECT TO FEDERAL AND STATE EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. TAX RETURNS FILED FOR PERIODS ENDED MAY 31, 2011 AND PRIOR, ARE CONSIDERED CLOSED. IN THE EVENT PENALTIES AND INTEREST ARE ASSESSED BY INCOME TAXING AUTHORITIES, IT IS THE ORGANIZATION'S POLICY TO INCLUDE THESE IN OPERATING EXPENSES. NO PENALTIES OR INTEREST WERE ASSESSED FOR THE YEARS ENDED MAY 31, 2015 AND 2014. SCHEDULE D, PAGE 4, PART XIII CORRECTION OF AN ERROR: THE ORGANIZATION PARTICIPATES IN A PILOT PROGRAM FOR FEDERALLY QUALIFIED HEALTH CENTERS AND RURAL HEALTH CENTERS TOGETHER WITH THE STATE OF OREGON AND THE OREGON PRIMARY CARE ASSOCIATION MEDICAID. THE PROGRAM REQUIRES THAT THE ORGANIZATION SUBMIT A MASTER LIST OF QUALIFYING MEDICAID PATIENTS TO THE STATE OF OREGON FOR PAYMENT UNDER THE ALTERNATIVE PAYMENT METHODOLOGY (APM) PROGRAM. IT WAS DISCOVERED DURING THE FISCAL YEAR ENDED MAY 31, 2015 THAT A REGULARLY OCCURRING ERROR IN THE SYSTEM RESULTED IN 360,228 OF OVERPAYMENTS OVER FISCAL YEARS MAY 31, 2013, 2014, AND 2015 DUE BACK TO THE STATE OF OREGON. UNDER THE TERMS OF THE REPAYMENT AGREEMENT THE REPAYMENT WILL BE DIVIDED INTO THREE PAYMENTS OVER THREE MONTHS DURING THE FISCAL YEAR ENDING MAY 31, 2016. THE ADJUSTMENTS RELATED TO EACH FISCAL YEAR ARE AS FOLLOWS. THE ERROR IN EACH YEAR RESULTED IN AN OVERSTATEMENT OF REVENUES, NET ASSETS, AND CASH. THESE POSITIONS HAVE BEEN CORRECTED WITHIN THE MAY 31, 2014 AND 2015 FINANCIAL STATEMENT PRESENTATION. MAY 31, 2013 10,309 MAY 31, 2014 278,876 MAY 31, 2015 71,043 _________ 360,228 X true true X X X false false false false false false false false false MEGAN HAASE CEO 145907 5476 151383 LAURA GRATTON PHYSICIAN 185535 5476 191011 WENDY GRACE PHYSICIAN 181690 11530 193220 CHRISTINE PIERSON CMO 181513 1984 183497 DARIN VAUGHAN PHYSICIAN 172066 4606 176672 MARTIN SMART PHYSICIAN 168118 3398 171516 FORM 990, PAGE 2, PART III, LINE 3 MOSAIC MEDICAL JOINED THE STATE OF OREGON'S THREE YEAR ALTERNATIVE PAYMENT METHOD (APM) PILOT PROGRAM. THIS PROGRAM'S FOCUS IS TO ALIGN PAYMENT WITH VALUE AND IS BASED ON QUALITY OF PATIENT-CENTERED CARE. PAYMENTS ARE RECEIVED ON A MONTHLY BASIS BASED ON THE SIZE AND COMPOSITION OF OUR PATIENT POPULATION. FORM 990, PAGE 2, PART III, LINE 4D THE MADRAS CLINIC PROVIDED 9,194 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. IN FISCAL 2014-2015, OUR MADRAS CLINIC MAINTAINED THE STATE'S HIGHEST DESIGNATION FOR PATIENT- CENTERED PRIMARY CARE HOMES. THE REDMOND CLINIC PROVIDED 6,968 VISITS IN FISCAL 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, HOSPITAL OB AND CALL SERVICES AND CASE MANAGEMENT SERVICES. OUR SCHOOL-BASED HEALTH CENTERS PROVIDED 6,773 VISITS IN OUR FISCAL YEAR 2014-2015, AS WELL AS ADDITIONAL CONNECTIONS TO DENTAL, MEDICATION ASSISTANCE, AND CASE MANAGEMENT SERVICES. MOSAIC MEDICAL PROVIDED THE BALANCE OF OUR PRIMARY CARE VISITS THROUGH OUR TWO SATELITE SITES, HARRIMAN HEALTH AND ARIELS COMMUNITY CLINIC, AND OUR MOBILE MEDICAL VAN WHICH BRINGS PRIMARY CARE TO HOMELESS PATIENTS. FORM 990, PART VI ONE BOARD MEMBER IS EMPLOYED AT AN ORGANIZATION WHERE ANOTHER BOARD MEMBER SERVES AS AN OFFICER. FORM 990, PAGE 6, PART VI, LINE 11B FINANCE COMMITTEE REVIEW AND THEN PRESENTED IN FINANCE REPORT TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C BOARD POLICY DICTATES THAT TRANSACTIONS INVOLVING BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE TO BE FULLY DISCLOSED AND SUBJECT TO BOARD APPROVAL. CONFLICTS OF INTEREST INQUIRIES ARE MADE AT EMPLOYEE ORIENTATION AND REGULARLY EACH YEAR. BOTH MANAGEMENT AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A CHIEF EXECUTIVE OFFICER (CEO)COMPENSATION IS APPROVED BY THE BOARD. THE CEO APPROVES SALARY AND PAY RATES FOR EMPLOYEES AND PROVIDERS. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO APPROVES SALARY AND PAY RATES. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST