HEALTHCARE ACCESS MARYLAND INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE ACCESS MARYLAND INC (EIN 52-2017095)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-07
- IRS object ID
- 202640979349300424
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-07T08:58:32-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 SCHILLING CIRCLE SUITE 300 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522017095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE ACCESS MARYLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4106490521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 E REDWOOD ST 1600 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET MINARIK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4434514049 | PhoneNum |
| Signature | 2026-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN CHARLES | PreparerPersonNm |
| PTIN | P02050161 | PTIN |
| Phone | 4104031604 | PhoneNum |
| Preparation | 2026-04-02 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BRET MINARIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 E REDWOOD ST 1600 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,568,841 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHCAREACCESSMARYLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | WE ARE MAKING MARYLAND HEALTHIER BY CONNECTING RESIDENTS TO INSURANCE AND CARE, EDUCATING THE COMMUNITY ABOUT HEALTHIER LIVING, AND ADVOCATING A MORE EQUITABLE HEALTH CARE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 261 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,027,755 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,630,789 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $900,367 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $905,670 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$129,312 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $28,272 | CYOtherRevenueAmt |
| PY Total Revenue | $17,928,122 | PYTotalRevenueAmt |
| CY Total Revenue | $21,435,419 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,013 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $660 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,439,121 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,283,244 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,401 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,763,313 | PYOtherExpensesAmt |
| CY Other Expenses | $3,243,306 | CYOtherExpensesAmt |
| PY Total Expenses | $18,206,447 | PYTotalExpensesAmt |
| CY Total Expenses | $18,527,210 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$278,325 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,908,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,989,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,723,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,872,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,698,309 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,117,056 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,025,265 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE MAKING MARYLAND HEALTHIER BY CONNECTING RESIDENTS TO INSURANCE AND CARE, EDUCATING THE COMMUNITY ABOUT HEALTHIER LIVING, AND ADVOCATING A MORE EQUITABLE HEALTH CARE SYSTEM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,510,082 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MAKING ALL THE CHILDREN HEALTHY (MATCH) PROVIDES MEDICAL CASE MANAGEMENT AND HEALTH CARE COORDINATION FOR ALL CHILDREN CONNECTED WITH THE BALTIMORE CITY DEPARTMENT OF SOCIAL SERVICES FOSTER CARE SYSTEM. PROGRAM STAFF ENSURE ENROLLMENT IN MARYLAND'S MEDICAL ASSISTANCE INSURANCE PROGRAM AND COORDINATE MEDICAL, BEHAVIORAL HEALTH, AND DENTAL EXAMS. THE MATCH TEAM PROVIDES SPECIALIZED CARE COORDINATION FOR CHILDREN WITH COMPLEX BEHAVIORAL AND PHYSICAL HEALTH NEEDS, AND SUPPORTS THE HEALTH NEEDS FOR PREGNANT AND/OR PARENTING YOUTH IN FOSTER CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,571,054 | ExpenseAmt |
| Grant | $660 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MARYLAND ESTABLISHMENT GRANT FOR THE AFFORDABLE CARE ACT PROVIDES MARYLAND RESIDENTS ASSISTANCE IN NAVIGATING HEALTH PLAN OPTIONS AND ENROLLMENT IN A HEALTH CARE PLAN, AS WELL AS DETERMINING ANY POTENTIAL SUBSIDY AMOUNTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,559,561 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ELIGIBILITY DEPARTMENT ASSISTS CONSUMERS IN BALTIMORE CITY WITH APPLYING FOR AND RENEWING MEDICAID HEALTH COVERAGE. THE PROGRAM SERVES FAMILIES, PREGNANT AND POST-PARTUM INDIVIDUALS, CHILDREN, AND NEWBORNS. THIS LEGACY PROGRAM HAS BEEN ASSISTING CONSUMERS SINCE 1997. THE CARE COORDINATION PROGRAM IS AN OUTREACH PROGRAM THAT PROVIDES SHORT-TERM CARE COORDINATION SERVICES TO BALTIMORE CITY RESIDENTS. THE CARE COORDINATION PROGRAM ASSISTS MEDICAID/HEALTHCHOICE ELIGIBLE BENEFICIARIES IN ACCESSING AND USING THEIR MEDICAID BENEFITS. THE MATERNAL HEALTH HOME VISITING PROGRAM IS THE CENTRAL INTAKE AND TRIAGE SYSTEM FOR B'MORE FOR HEALTHY BABIES INITIATIVE. COMMUNITY DIABETES INITIATIVE PROGRAM SEEKS COLLABORATION WITH THE BALTIMORE CITY HEALTH DEPARTMENT TO REDUCE THE RISK OF TYPE 2 DIABETES AND ADDRESS THE DISPARITIES OF SEVERITY AND PREVALENCE IN CERTAIN VULNERABLE COMMUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,177,465 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $905,670 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,177,465 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $905,670 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,818,162 | 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 | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 261 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | LocalChaptersInd |
| 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 |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRET MINARIK CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4434514049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 E REDWOOD ST SUITE 1600 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALAN KAPLAN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERYL JONES | |||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS KIM | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRED COOPER | |||||||
| TREASURER (PART YEAR) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER WERTHEIMER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE BROWN | |||||||
| BOARD MEMBER (PART YEAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RIVKA FRIEDMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT FALCAO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA KEMP | |||||||
| BOARD MEMBER (PART YEAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM LANGENHAHN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA LAWRENCE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMA NORRIS | |||||||
| BOARD MEMBER (PART YEAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIELA NOWROOZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRILANE PRUNELLA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMIKO STANLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA VERNER-THOMPSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICO WASHINGTON | |||||||
| BOARD MEMBER (PART YEAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACI KODECK | |||||||
| CEO | 40.00 | Yes (X) | $211,860 | $0 | $45,218 | ||
| JULIA O'TOOLE | |||||||
| CFO (PART YEAR) | 40.00 | Yes (X) | $153,023 | $0 | $12,771 | ||
| BRET MINARIK | |||||||
| CFO | 40.00 | Yes (X) | $58,376 | $0 | $3,823 | ||
| ELISE GOODWIN | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $146,396 | $0 | $7,413 | Yes (X) | ||
| KIMBERLY LYLES | |||||||
| DIRECTOR OF POP HEALTH | 40.00 | $124,516 | $0 | $7,510 | Yes (X) | ||
| JOSEPH POINDEXTER | |||||||
| SR DIRECTOR, HEALTH INSUR. | 40.00 | $119,778 | $0 | $7,994 | Yes (X) | ||
| JANELLE KELLUM | |||||||
| DIRECTOR MATCH PROGRAM | 40.00 | $118,327 | $0 | $7,608 | Yes (X) | ||
| VANESSA DANIELS | |||||||
| DIRECTOR OF ELIG | 40.00 | $110,348 | $0 | $6,155 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,042,624 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,492 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| I4DM LLC | |||||
| PO BOX 32297 | RALEIGH | NC | 27622 | DATA PROTECTION AND SECURITY | $288,886 |
| HEALTH MANAGEMENT ASSOCIATES | |||||
| PO BOX 7411071 | CHICAGO | IL | 60674 | PROFESSIONAL AND CONSULTING SERVICES FOR | $276,585 |
| ECLINICALWORKS LLC | |||||
| 2 TECHNOLOGY DRIVE | WESTBOROUGH | MA | 01581 | CASE MANAGEMENT SOFTWARE | $178,500 |
| CHERRY BEKAERT ADVISORY HOLDCO LLC | |||||
| 3800 GLENWOOD AVE SUITE 200 | RALEIGH | NC | 27612 | ACCOUNTING | $150,295 |
| RENAYE JAMES HEALTHCARE ADVISORS | |||||
| 12028 OPEN RUN RD STE A150-11 | ELLICOTT CITY | MD | 21042 | MEDICAL DIRECTOR SUBCONTRACTOR | $116,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $20,249,732 | GovernmentGrantsAmt |
| All Other Contributions | $381,057 | AllOtherContributionsAmt |
| Total Contributions | $20,630,789 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $905,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $905,670 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $905,670 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,110 | TotalRevenueColumnAmt |
| Exclusion | $4,110 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $133,422 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$133,422 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$133,422 | TotalRevenueColumnAmt |
| Exclusion | -$133,422 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,272 | TotalRevenueColumnAmt |
| Exclusion | $28,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,272 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,435,419 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $905,670 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$101,040 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660 | TotalAmt |
| Program Services | $660 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,872 | TotalAmt |
| Management And General | $426,981 | ManagementAndGeneralAmt |
| Fundraising | $61,891 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,602,590 | TotalAmt |
| Program Services | $11,229,093 | ProgramServicesAmt |
| Management And General | $373,497 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,555 | TotalAmt |
| Program Services | $308,159 | ProgramServicesAmt |
| Management And General | $13,396 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,880,789 | TotalAmt |
| Program Services | $1,596,805 | ProgramServicesAmt |
| Management And General | $279,474 | ManagementAndGeneralAmt |
| Fundraising | $4,510 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,438 | TotalAmt |
| Program Services | $916,395 | ProgramServicesAmt |
| Management And General | $73,043 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,034 | TotalAmt |
| Management And General | $2,034 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,169 | TotalAmt |
| Management And General | $227,169 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,624 | TotalAmt |
| Management And General | $93,624 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,592 | TotalAmt |
| Program Services | $765,590 | ProgramServicesAmt |
| Management And General | $442,002 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,440 | TotalAmt |
| Program Services | $107,205 | ProgramServicesAmt |
| Management And General | $6,235 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,296 | TotalAmt |
| Program Services | $68,541 | ProgramServicesAmt |
| Management And General | $46,755 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,581 | TotalAmt |
| Program Services | $354,036 | ProgramServicesAmt |
| Management And General | $59,545 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,235 | TotalAmt |
| Program Services | $13,516 | ProgramServicesAmt |
| Management And General | $1,719 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,387 | TotalAmt |
| Program Services | $15,403 | ProgramServicesAmt |
| Management And General | $15,984 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,881 | TotalAmt |
| Management And General | $45,881 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,539 | TotalAmt |
| Program Services | $107,886 | ProgramServicesAmt |
| Management And General | $422,653 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,122 | TotalAmt |
| Program Services | $5,412 | ProgramServicesAmt |
| Management And General | $58,710 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELEPHONE | $213,761 | $193,702 | $20,059 |
| STAFF DEVELOPMENT | $94,622 | $83,953 | $10,669 |
| CLIENT RELATED SERVICES | $51,806 | $51,806 | |
| MOVING EXPENSE | $19,776 | $19,776 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,441 | TotalAmt |
| Management And General | $3,441 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,527,210 | TotalAmt |
| Program Services | $15,818,162 | ProgramServicesAmt |
| Management And General | $2,642,647 | ManagementAndGeneralAmt |
| Fundraising | $66,401 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,862 | BOYAmt |
| EOY | $282,466 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,430,350 | BOYAmt |
| EOY | $3,614,319 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,639 | BOYAmt |
| EOY | $200,857 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,253 | BOYAmt |
| EOY | $31,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,862,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,027,294 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,093 | BOYAmt |
| EOY | $835,188 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,368 | BOYAmt |
| EOY | $3,758,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,989,565 | BOYAmt |
| EOY | $8,723,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,147 | BOYAmt |
| EOY | $1,874,157 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,323 | BOYAmt |
| EOY | $247,886 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,039 | BOYAmt |
| EOY | $576,266 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,872,509 | BOYAmt |
| EOY | $2,698,309 | 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 | $3,117,056 | BOYAmt |
| EOY | $6,025,265 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,117,056 | BOYAmt |
| EOY | $6,025,265 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,989,565 | BOYAmt |
| EOY | $8,723,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,908,209 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $18,417,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,499,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,116,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,027,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,630,789 | CurrentTaxYearAmt |
| Total | $91,691,348 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $223,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $273,750 | CurrentTaxYearAmt |
| Total | $1,218,516 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,641,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,722,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,339,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,301,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,904,539 | CurrentTaxYearAmt |
| Total | $92,909,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $92,909,864 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,110 | CurrentTaxYearAmt |
| Total | $4,110 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $28,272 | CurrentTaxYearAmt |
| Total | $28,272 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,942,246 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,396,399 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99970 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $93,624 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $93,624 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES WERE IN THE FORM OF DIRECT CONTACT WITH LEGISLATORS TO ADVANCE HEALTHCARE ACCESS AND CARE TO THE MEDICAID ELIGIBLE POPULATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,939 | DepreciationAmt |
| Book Value | $10,400 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,325 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,315 | DepreciationAmt |
| Book Value | $172,010 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,312,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $660,040 | DepreciationAmt |
| Book Value | $652,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $835,188 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE-ASSET, NET OF ACCUMULATED AMORTIZATION | $182,634 |
| SECURITY DEPOSIT | $24,302 |
| EMPLOYEE RETENTION CREDIT RECEIVABLE | $3,552,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,758,972 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $183,824 |
| EMPLOYEE RETENTION CREDIT CONSULTING PAYABLE | $392,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $576,266 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,316,727 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $273,750 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$392,442 | OtherRevenueAmt |
| Revenue Not Reported | -$118,692 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,435,419 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,435,419 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,408,518 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $273,750 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $273,750 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,134,768 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $392,442 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $392,442 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,527,210 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2025 AND 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSULTING EXPENSE NETTED WITH EMPLOYEE RETENTION CREDIT -392,442. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONSULTING EXPENSE NETTED WITH EMPLOYEE RETENTION CREDIT 392,442. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACI KODECK | ||||||||||||||
| CEO | $211,860 | $0 | $0 | $0 | $0 | $0 | $30,266 | $0 | $14,952 | $0 | $257,078 | $0 | $0 | $0 |
| JULIA O'TOOLE | ||||||||||||||
| CFO (PART YEAR) | $153,023 | $0 | $0 | $0 | $0 | $0 | $6,344 | $0 | $6,427 | $0 | $165,794 | $0 | $0 | $0 |
| ELISE GOODWIN | ||||||||||||||
| CHIEF OPERATING OFFICER | $146,396 | $0 | $0 | $0 | $0 | $0 | $4,573 | $0 | $2,840 | $0 | $153,809 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | DURING CALENDAR YEAR 2024, THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: TRACI KODECK - $21,420 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND CEO REVIEW THE FORM 990 THEN IT IS TAKEN TO THE BOARD FINANCE COMMITTEE FOR REVIEW AND APPROVAL. THE BOARD FINANCE COMMITTEE RECOMENDS APPROVAL TO THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A FORMAL CONFLICT OF INTEREST POLICY. A COPY OF THIS POLICY IS PROVIDED TO ALL EMPLOYEES AND BOARD MEMBERS IN THEIR EMPLOYEE HANDBOOK. MEMBERS OF THE EXECUTIVE TEAM, ADMINISTRATION, BOARD MEMBERS AND STAFF, COMPLETE A DISCLOSURE QUESTIONNAIRE EACH FISCAL YEAR TO IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. THE SECRETARY OF THE BOARD OF DIRECTORS MAINTAINS COPIES OF ALL DISCLOSURE STATEMENTS. EMPLOYEES ARE ENCOURAGED TO DISCUSS ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE WITH THEIR MANAGER. EMPLOYEES ARE ALSO ENCOURAGED TO IMMEDIATELY REPORT TO THEIR MANAGER OR MEMBER OF THE EXECUTIVE TEAM, ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST THEY MAY BECOME AWARE OF. WHERE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES, THE CEO IS RESPONSIBLE FOR REVIEWING THE MATTER AND MAY TAKE APPROPRIATE ACTION AS NECESSARY TO PROTECT THE INTERESTS OF THE ORGANIZATION. THE CEO SHALL REPORT TO THE CHAIRMAN OF THE BOARD THE RESULTS OF ANY REVIEW AND ACTION TAKEN. THE CHAIRMAN SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S POLICY IS TO PERFORM AN EXECUTIVE SALARY SURVEY AND REVIEW EVERY TWO YEARS. SALARY INFORMATION IS USED FROM BOTH THE ASSOCIATION TREND COMPENSATION REPORT (AN ANALYSIS OF MARYLAND AREA NON-PROFITS) AND THE PROFESSIONALS FOR NON-PROFITS (AN ANNUAL SURVEY FOR DC NON-PROFITS) AS A GUIDELINE FOR MARKET COMPETITIVENESS. THE ORGANIZATIONS JOB RESPONSIBILITIES AND COMPENSATION ARE COMPARED TO SIMILAR SURVEY POSITIONS TO COMPETITIVENESS OF COMPENSATION. ALL SALARY RECOMMENDATIONS ARE REFERRED TO THE BOARD FOR THEIR REVIEW, EVALUATION AND FINAL DETERMINATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |