2015-11-16T15:23:54-06:00 2014-12-31 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DR STE 400 CLEARWATER FL 33762 990 2014-01-01 591741286 CENTRAL FLORIDA FAMILY HEALTH CENTER INC CENT 4073228645 2400 STATE ROAD 415 SANFORD FL 327716012 LATRICE STEWART CEO 4073228645 2015-11-13 1 BETTY ISLER CPA P00541979 7275721400 2014 2016-04-25 22:37:26Z TRUE HEALTH SUE SESSION 2400 STATE ROAD 415 SANFORD FL 327716012 19300160 0 X WWW.MYTRUEHEALTH.ORG X 1977 FL MEDICAL AND DENTAL CARE TO THE LOW-INCOME, UNDERINSURED, UNINSURED, MEDICAID & MEDICARE POPULATIONS 9 9 292 11 0 0 7086970 8214239 10721254 11057913 11961 7796 2786 20212 17822971 19300160 0 0 0 0 12308085 12467573 0 0 0 5064653 5287468 17372738 17755041 450233 1545119 12265385 13812270 1468903 1470669 10796482 12341601 X PROVIDE PRIMARY MEDICAL AND DENTAL CARE TO THE LOW-INCOME, UNDERINSURED, UNINSURED, MEDICAID AND MEDICARE POPULATIONS OF SEMINOLE AND ORANGE COUNTIES IN FLORIDA. 0 0 11962309 7706369 MEDICAL SERVICES: CFFHC, INC. OPERATES SEVEN DELIVERY SITES IN ORANGE AND SEMINOLE COUNTIES IN FLORIDA. THE FULL COMPLEMENT OF COMPREHENSIVE, PREVENTIVE AND PRIMARY HEALTH SERVICES ARE AVAILABLE ACROSS THE LIFE CYCLES REGARDLESS OF ABILITY TO PAY. DURING 2014, 40,758 USERS ACCESSED 90,433 PRIMARY MEDICAL CARE ENCOUNTERS THROUGH 27.91 PHYSICIAN AND MID-LEVEL PROVIDERS.CFFHC PROVIDES PRIMARY CARE SERVICES INCLUDING THE FOLLOWING: ADULTS, PEDIATRICS, PODIATRY, OB/GYN, IN-HOUSE LABORATORY, IN-HOUSE PHARMACY, AND REFERRALS TO SECONDARY CARE FOR ALL SEVEN LOCATIONS WITHIN ORANGE AND SEMINOLE COUNTIES. 966349 752325 DENTAL SERVICES: CFFHC, INC. OPERATES TWO DENTAL SERVICE LOCATIONS IN ORANGE COUNTY, FLORIDA. DENTAL SERVICES ARE PROVIDED TO PATIENTS OF ALL AGES, REGARDLESS OF ABILITY TO PAY.DURING 2014, 3,572 USERS ACCESSED 7,010 DENTAL ENCOUNTERS THROUGH 2.33 DENTAL PROVIDERS.CFFHC PROVIDED BASIC AND EMERGENCY SERVICES, ORAL EXAMINATIONS, RESTORATIVE SERVICES, ORAL SURGICAL SERVICES, AND ORAL REHABILITATIVE SERVICES TO OUR DENTAL PATIENTS. 1831808 2024168 PHARMACY: IN-HOUSE, LICENSED, COMMUNITY PHARMACIES ARE LOCATED IN FOUR OF OUR HEALTH CENTERS. ALL PRESCRIPTIONS ARE REVIEWED BY A LICENSED PHARMACIST FOR COMPATIBILITY, DOSAGE, AND INTERACTIONS. PERSONALIZED MEDICATION COUNSELING BY THE PHARMACIST IS MANDATORY FOR ALL NEW PRESCRIPTIONS. WEB-BASED FORMULARY SERVICE IS AVAILABLE FOR OUR MEDICAL STAFF TO REVIEW.STUDENTS FROM THE UNIVERSITY OF FLORIDA AND NOVA SOUTHEASTERN COLLEGE OF PHARMACY ARE TRAINED AT OUR PHARMACIES. A PART-TIME PATIENT ASSISTANCE COORDINATOR WORKS DIRECTLY WITH ASSISTANTS AND PROVIDERS AT EACH OF THE LOCATIONS TO BETTER SERVE OUR PATIENTS.2014 HIGHLIGHTS INCLUDE: OPEN 249 DAYS, 59,036 NEW MEDICATIONS, 53,850 REFILL MEDICATIONS, 2,954 PFIZER SHARE-THE-COST MEDICATIONS, AND 1,093 PATIENT ASSISTANCE MEDICATIONS. THE TOTAL VALUE OF MEDICATIONS DONATED TO THE COMMUNITY IS $10,959,697, INCLUDING $776,626 UNDER THE PFIZER SHARE-THE-COST PROGRAM. 915104 587040 ANCILLARY SERVICES: CFFHC, INC. OFFERS IN-HOUSE RADIOLOGY AND LABORATORY SERVICES IN ORDER TO BETTER SERVE OUR PATIENTS. DETAILED AND SPECIALIZED LABS ARE SENT TO OUTSIDE LAB CONTRACTORS FOR PROCESSING. ALL IN-HOUSE AND OUTSIDE LAB SERVICES ARE DOCUMENTED IN THE PATIENTS' MEDICAL RECORDS FOR CONTINUITY OF CARE. 915104 587040 15675570 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 292 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X X JAMES MERRILL CFO 4073228645 2400 STATE ROAD 415 SANFORD FL 327716012 SUE SESSION CHAIR 1.00 X 0 0 0 DENNIS DOLGNER VICE CHAIR 1.00 X 0 0 0 BERTHENIA BOBB SECRETARY 1.00 X 0 0 0 GARRY ROBINSON TREASURER 1.00 X 0 0 0 FRANCES GARROW MEMBER 1.00 X 0 0 0 DEBBIE LENZEN MEMBER 1.00 X 0 0 0 DENNY PAGANELLI MEMBER 1.00 X 0 0 0 DULCE RODRIQUEZ MEMBER 1.00 X 0 0 0 SONIA SILVA MEMBER 1.00 X 0 0 0 RICK MANN MEMBER 1.00 X 0 0 0 LESLIE SMITH CHIEF EXECUTIVE OFFICER 40.00 X 309237 0 36689 JAMES MERRILL CHIEF FINANCIAL OFFICER 40.00 X 182816 0 7421 LATRICE STEWART CHIEF OPERATING OFFICER 40.00 X 137960 0 5369 TRAVIS COX CHIEF INFORMATION OFFICER 40.00 X 143609 0 3710 MICHAEL J SANCHEZ CHIEF FINANCIAL OFFICER 40.00 X 6923 0 0 NEAL MORTENSEN ASSOCIATE MEDICAL DIRECTOR 40.00 X 155470 0 4754 HECTOR OCTAVIANI PHYSICIAN 40.00 X 213533 0 28367 PETER OOSTWOUDER PHYSICIAN 40.00 X 168935 0 32885 DANIEL BIEDA PHYSICIAN 40.00 X 159666 0 25836 ROSARIO MARTINEZ-ANGEL PHYSICIAN 40.00 X 154447 0 4723 DHARSHINI YOGENDRA PHYSICIAN 40.00 X 150882 0 6216 1783478 0 155970 22 0 1 0 LABORATORY CORPORATION OF AMERICA HOLDIN PO BOX 12140 BURLINGTON NC 272162140 LAB SERVICES 238750 1 8035476 178763 178763 8214239 PATIENT SERVICES 621400 11029691 11029691 STUDENT TRAINING 621400 20001 20001 PCP INCENTIVES 621400 8221 8221 11057913 7796 7796 8223 0 8223 8223 8223 11989 11989 11989 19300160 11069902 0 16019 993957 160224 833733 9619708 9105320 514388 203324 189190 14134 797835 717532 80303 852749 767844 84905 42672 14279 28393 39821 18500 21321 7725 7725 1445621 1265873 179748 79754 75560 4194 704622 595950 108672 449189 408716 40473 321596 301406 20190 123073 94407 28666 87029 71682 15347 25764 23612 2152 734287 653899 80388 75679 72071 3608 MEDICATIONS 656892 656333 559 MEDICAL SUPPLIES & EQUI 485701 478271 7430 8043 4901 3142 17755041 15675570 2079471 0 1675079 1628286 5127233 5736140 315865 371032 849855 819433 107814 142266 154763 150117 9488247 4560289 4016376 4927958 18400 37038 12265385 13812270 1089959 1229584 148768 58333 230176 182752 1468903 1470669 X 10796482 12341601 10796482 12341601 12265385 13812270 1545119 0 X X 0 1 X 1 1 1 X 8470228 9080024 7954484 7086970 8214239 40805945 1150100 1171715 1035224 1088282 1115554 5560875 9620328 10251739 8989708 8175252 9329793 46366820 46366820 67916 21493 6384 9011 16019 120823 2786 11989 14775 46502418 45514255 0.99710 0.99630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 7725 0 0 0 7725 0 PART II-B, LINE 1: AN ANNUAL ASSESSMENT FEE WAS PAID TO FLORIDA ASSOCIATION OF COMMUNITY HEALTH CENTERS FOR THEIR ADVOCACY WORK ON BEHALF OF ALL COMMUNITY HEALTH CENTERS IN THE STATE OF FLORIDA. 844351 844351 5230287 2184936 3045351 406040 387691 18349 3007569 1987662 1019907 4927958 CAPITAL LEASE OBLIGATION 182752 182752 X 19725101 1115554 1115554 18609547 690613 690613 19300160 18870595 1115554 1115554 17755041 0 17755041 PART X, LINE 2: THE CENTER IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM FLORIDA INCOME TAX UNDER CHAPTER 220 OF THE FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CENTER HAS ADOPTED THE FASB GUIDANCE REGARDING UNCERTAINTY IN INCOME TAXES AS CODIFIED IN FASB ASC TOPIC 740-10. AT DECEMBER 31, 2014, MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. THE CENTER'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE CENTER'S OPEN EXAMINATION PERIODS ARE FOR FILINGS AFTER DECEMBER 31, 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO ACQUIRE AND IMPROVE CAPITAL ASSETS 638,333. MEANINGFUL USE CAPITAL GRANT 52,280. X X X 1 0 0 0 0 0 0 0 0 LESLIE SMITH CHIEF EXECUTIVE OFFICER 300737 0 8500 0 0 0 9609 0 27080 0 345926 0 0 0 JAMES MERRILL CHIEF FINANCIAL OFFICER 132816 0 0 0 50000 0 0 0 7421 0 190237 0 0 0 NEAL MORTENSEN ASSOCIATE MEDICAL DIRECTOR 151017 0 4453 0 0 0 4664 0 90 0 160224 0 0 0 HECTOR OCTAVIANI PHYSICIAN 207053 0 6480 0 0 0 6672 0 21695 0 241900 0 0 0 PETER OOSTWOUDER PHYSICIAN 163865 0 5070 0 0 0 5412 0 27473 0 201820 0 0 0 DANIEL BIEDA PHYSICIAN 154776 0 4890 0 0 0 5031 0 20805 0 185502 0 0 0 ROSARIO MARTINEZ-ANGEL PHYSICIAN 149947 0 4500 0 0 0 4633 0 90 0 159170 0 0 0 DHARSHINI YOGENDRA PHYSICIAN 146452 0 4430 0 0 0 380 0 5836 0 157098 0 0 0 PART I, LINE 4A JAMES MERRILL, CFO, RECEIVED A SEVERANCE PAYMENT OF $50,000. X 4213 178763 COST 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BY-LAWS WERE AMENDED JULY 23, 2014. ARTICLE III, BOARD OF DIRECTOR MEMBERSHIP, WAS EXPANDED TO CLARIFY THE COMPOSITION OF THE BOARD. A MAJORITY OF THE BOARD OF DIRECTORS MUST BE INDIVIDUALS WHO ARE SERVED BY THE HEALTH CENTER, MUST HAVE ACCESSED THE HEALTH CENTER IN THE PAST 24 MONTHS TO RECEIVE AT LEAST ONE OR MORE IN-SCOPE SERVICES, AND AS A GROUP MUST REASONABLY REPRESENT THE PATIENT BASE OF THE HEALTH CENTER IN TERMS OF RACE, ETHNICITY AND SEX. NON-PATIENT MEMBERS OF THE BOARD OF DIRECTORS MUST BE REPRESENTATIVE OF THE COMMUNITY CURRENTLY SERVED AND POSSESS A BROAD RANGE OF SKILLS, EXPERTISE AND PERSPECTIVES. NO MORE THAN ONE HALF (50 PERCENT) OF THE NON-PATIENT BOARD MEMBERS MAY DERIVE MORE THAN 10 PERCENT OF THEIR ANNUAL INCOME FROM THE HEALTH CARE INDUSTRY. ARTICLE XV, DISSOLUTION, WAS ADDED. UPON DISSOLUTION OF THE CORPORATION THE BOARD OF DIRECTORS SHALL, AFTER PAYING OR MAKING PROVISION FOR THE PAYMENT OF ALL LIABILITIES OF THE CORPORATION INCLUDING THE COSTS AND EXPENSES OF SUCH DISSOLUTION, DISPOSE OF ALL THE ASSETS OF THE CORPORATION ACCORDING TO THE TERMS AND CONDITIONS MANDATED BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION OR IN SUCH MANNER DESIGNATED BY THE COURT HAVING LEGAL JURISDICTION OVER THE MATTER. FORM 990, PART VI, SECTION B, LINE 11 THE ACCOUNTING FIRM PREPARES FORM 990. A DRAFT IS PROVIDED TO THE CEO AND CFO WHO MEET TO REVIEW AND DISCUSS THE DETAILS. FORM 990 IS THEN PRESENTED TO THE BOARD CHAIRMAN AND THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. RECOMMENDTAIONS, IF ANY, ARE REPORTED TO THE CEO AND THE APPLICABLE CHANGES ARE MADE. ONCE THIS PROCESS IS COMPLETE, THE REVISED 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF THE ANNUAL AUDIT, A LETTER IS SENT TO KEY MANAGEMENT AND STAFF INVOLVED IN ANY OF THE FOLLOWING ACTIVITIES: PURCHASING, INVOICE APPROVAL, PROPOSAL APPROVAL. IF THERE IS A CONFLICT OF INTEREST, IT MUST BE REPORTED. THE BOARD OF DIRECTOR OFFICERS AND MEMBERS ALSO RECEIVE THIS LETTER. THE ANSWERS TO THE QUESTIONNAIRE ARE SENT DIRECTLY BY THE INDIVIDUALS TO THE AUDIT FIRM FOR REVIEW. THE COMPLETED QUESTIONNAIRES ARE NOT SENT TO THE MANAGAMENT OR STAFF OF CFFHC, INC. THE AUDIT FIRM RELAYS INFORMATION ABOUT ANY CONFLICTS NOTED TO THE MANAGEMENT OF CFFHC, INC. ALSO, BEFORE ANY NEW CONTRACTS ARE APPROVED, SOURCES OF CONTRACTORS ARE VERIFIED IN ORDER TO IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST WITH ANY STAFF OR MANAGEMENT INVOLVED IN THE PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ADJUSTED PERIODICALLY. THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS BASED ON A REVIEW OF INDUSTRY APPROPRIATE SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT FIRM SELECTION WAS PERFORMED THROUGH A COMPETITIVE RFP PROCESS. SEVERAL FIRMS WERE INVITED TO SUBMIT PROPOSALS. ALL PROPOSALS RECEIVED WERE COMPARED AND CONTRASTED AND REFERENCES WERE CHECKED ON THE FINAL THREE FIRMS. THE FINANCE COMMITTEE REVIEWED THE SELECTION CRITERIA AND THE BOARD OF DIRECTORS APPROVED THE AUDIT FIRM SELECTION.