2024-05-08T01:37:13-05:00 2023-06-30 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2022-07-01 223375015 CENTER FOR HEALTH CARE STRATEGIES INC CENT 6095288400 300 AMERICAN METRO BOULEVARD 125 HAMILTON NJ 08619 ALLISON HAMBLIN PRESIDENT & CEO 6095288400 2024-05-06 1 ALLISON HAMBLIN 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2024-04-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ALLISON HAMBLIN 300 AMERICAN METRO BOULEVARD 125 HAMILTON NJ 08619 10227213 0 X WWW.CHCS.ORG X 1995 NJ THE CENTER FOR HEALTH CARE STRATEGIES (CHCS) IS A POLICY DESIGN AND IMPLEMENTATION PARTNER DEVOTED TO IMPROVING OUTCOMES FOR PEOPLE ENROLLED IN MEDICAID. WE WORK ACROSS SECTORS AND DISCIPLINES TO MAKE MORE EFFECTIVE, EFFICIENT, AND EQUITABLE CARE POSSIBLE FOR MILLIONS OF PEOPLE IN THE U.S. WHO FACE SERIOUS BARRIERS TO WELLBEING, LIKE POVERTY, COMPLEX HEALTH AND SOCIAL NEEDS, AND SYSTEMIC RACISM. FOR MORE THAN 25 YEARS, CHCS HAS COLLABORATED WITH STATE MEDICAID AND RELATED HEALTH AND HUMAN SERVICES AGENCIES ACROSS THE COUNTRY TO SHAPE HOW HEALTH CARE SERVICES ARE DESIGNED, FINANCED, AND DELIVERED. FOUNDED IN 1995, CHCS RECEIVES RESOURCES FROM FEDERAL AND STATE AGENCIES, THE NATION'S LEADING HEALTH CARE FOUNDATIONS, AND CORPORATE PHILANTHROPIES COMMITTED TO INNOVATIVE SOLUTIONS FOR PUBLICLY FINANCED CARE. 10 9 83 9 0 0 20645247 9790605 0 0 143087 422011 4917 14597 20793251 10227213 0 0 0 0 4593881 7004260 0 0 0 2197862 2839718 6791743 9843978 14001508 383235 20247225 24669842 3200319 6963426 17046906 17706416 X CHCS AIMS TO STRENGTHEN THE U.S. HEALTH CARE SYSTEM TO ENSURE BETTER, MORE EQUITABLE OUTCOMES, PARTICULARLY FOR PEOPLE SERVED BY MEDICAID. ITS WORK IS ORGANIZED UNDER THREE PRIORITIES: INTEGRATING SERVICES FOR PEOPLE WITH COMPLEX NEEDS, DELIVERY SYSTEM AND PAYMENT REFORM, AND LEADERSHIP AND CAPACITY BUILDING. 0 0 6084274 14597 INTEGRATING SERVICES FOR PEOPLE WITH COMPLEX NEEDS: CHCS IS SUPPORTING PRACTICAL AND COST-EFFECTIVE SOLUTIONS TO ENSURE THAT ALL MEDICAID BENEFICIARIES WITH COMPLEX PHYSICAL, BEHAVIORAL, AND SOCIAL SERVICE NEEDS ARE SERVED BY PERSON-CENTERED SYSTEMS OF CARE. THROUGH DIRECT TECHNICAL ASSISTANCE, COLLABORATIVE LEARNING FORUMS, AND PILOT DEMONSTRATIONS, WE WORK WITH THE FEDERAL GOVERNMENT, MULTIPLE STATE AGENCIES, HEALTH PLANS, PROVIDERS, AND CONSUMER ORGANIZATIONS TO PROMOTE BETTER WAYS TO ORGANIZE, FINANCE, AND DELIVER CARE. 1386833 DELIVERY SYSTEM AND PAYMENT REFORM: CHCS IS HELPING MEDICAID STAKEHOLDERS LEVERAGE THEIR PURCHASING POWER TO DRIVE IMPROVEMENTS IN HEALTH CARE QUALITY, COST EFFECTIVENESS AND ADVANCE HEALTH. WE ARE SUPPORTING STATES, HEALTH PLANS, ACOS AND OTHERS IN DESIGNING AND IMPLEMENTING COMPREHENSIVE, STATEWIDE MULTI-PAYER DELIVERY SYSTEM AND PAYMENT REFORMS THAT REWARD QUALITY AND SEEK TO IMPROVE POPULATION HEALTH. 1063042 LEADERSHIP AND CAPACITY BUILDING: MEDICAID PLAYS A CRITICAL ROLE IN THE NATIONAL HEALTH SYSTEM IN TERMS OF EXPANDING ACCESS TO APPROPRIATE SERVICES, IMPROVING HEALTH CARE QUALITY, AND CONTROLLING COSTS. CHCS IS BUILDING THE CAPACITY OF STATE MEDICAID DIRECTORS AND OTHER KEY STAKEHOLDERS TO EFFECTIVELY MANAGE AND PURSUE INNOVATIONS THAT CAN HELP LEAD THE NATION TOWARD A BETTER HEALTH CARE SYSTEM. 8534149 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 78 0 1 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X PAULA FLEMING 6095288400 300 AMERICAN METRO BOULEVARD NO 125 HAMILTON NJ 08619 ALLISON HAMBLIN PRESIDENT & CEO 40.00 1.00 X X 301681 0 51240 DAWN HOLDEN WOODS SECRETARY 1.00 1.00 X X 0 0 0 ESTELLE B RICHMAN CHAIR 1.00 1.00 X X 0 0 0 HENRY A COLEMAN TREASURER 1.00 1.00 X X 0 0 0 HENRY CLAYPOOL TRUSTEE 1.00 1.00 X 0 0 0 JAMILA MICHENER TRUSTEE 1.00 1.00 X 0 0 0 JOHN RICH TRUSTEE 1.00 1.00 X 0 0 0 KRISTINA L WAHL VICE CHAIR 1.00 1.00 X X 0 0 0 MELANIE BELLS TRUSTEE 1.00 1.00 X 0 0 0 SHEILA BURKE TRUSTEE 1.00 1.00 X 0 0 0 PAULA FLEMING VP, FINANCE 40.00 1.00 X 137152 0 14596 CARRIE GRAHAM DIRECTOR, AGING &DISABILITY POLICY 40.00 1.00 X 155805 0 45640 KAMALA ALLEN SENIOR VP, PROGRAM & STRATEGIC PLANNING 40.00 1.00 X 167823 0 48766 LORIE MARTIN VP, COMMUNICATIONS 40.00 1.00 X 164816 0 18726 MARK LARSON SENIOR VP, LEADERSHIP & CAPACITY BUILDING 40.00 1.00 X 189232 0 46482 PATRICIA MCGINNIS EXECUTIVE VP & CHIEF PROGRAM OFFICER 40.00 1.00 X 235782 0 38105 1352291 0 263555 25 0 1 0 EDWARD O'NEIL 1719 CLINTON AV ALAMEDA CA 94501 LEADERSHIP TRAINING 128700 1 3370573 6420032 9790605 422011 422011 CONSULTING/HONORARIA 900099 10151 10151 4446 4446 14597 10227213 14597 0 422011 X 366059 236496 129563 5133562 4527440 606122 275659 240318 35341 781625 677962 103663 447355 390002 57353 5866 5866 57724 57724 20719 20719 1550669 1550669 388707 168123 220584 229904 187677 42227 303603 303553 50 200775 198968 1807 1880 1880 25191 25191 RE-GRANT PAYMENTS 21000 21000 33680 31941 1739 9843978 8534149 1309829 0 337 337 11734848 4491624 1158466 1686259 67108 54233 886151 397716 15857 488435 7247161 15842234 2083272 23448 23448 20247225 24669842 745504 961589 5559 5559 1311512 1121435 1137744 4874843 3200319 6963426 X 16783410 17679967 263496 26449 17046906 17706416 20247225 24669842 383235 276275 0 X 0 1 X 1 0 X 10621897 6132938 6226889 20645247 9790605 53417576 10621897 6132938 6226889 20645247 9790605 53417576 7066947 46350629 79213 273095 119113 143087 422011 1036519 21946 19142 4516 4917 14597 65118 54519213 0.85020 0.90000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 19,346. 2019 AMOUNT: $ 15,442. 2022 AMOUNT: $ 4,446. CONSULTING/HONORARIA - 2018 AMOUNT: $ 2,600. 2019 AMOUNT: $ 3,700. 2020 AMOUNT: $ 4,516. 2021 AMOUNT: $ 4,917. 2022 AMOUNT: $ 10,151. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 497587 13904 483683 315783 311031 4752 72781 72781 0 488435 DUE TO AFFILIATES 2307195 OPERATING LEASE LIABILITIES 2567648 4874843 X 14150611 276275 3667842 3944117 10206494 20719 20719 10227213 13992175 4168916 4168916 9823259 20719 20719 9843978 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES ATTRIBUTABLE TO A RELATED PARTY 3,667,842. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTABLE TO A RELATED PARTY 4,168,916. X 0 0 0 0 0 0 0 1 0 ALLISON HAMBLIN PRESIDENT & CEO 255197 0 45630 0 854 0 15576 0 35664 0 352921 0 0 0 PATRICIA MCGINNIS EXECUTIVE VP & CHIEF PROGRAM OFFICER 210245 0 24833 0 704 0 17484 0 20621 0 273887 0 0 0 MARK LARSON SENIOR VP, LEADERSHIP & CAPACITY BUI 185118 0 3201 0 913 0 15108 0 31374 0 235714 0 0 0 KAMALA ALLEN SENIOR VP, PROGRAM & STRATEGIC PLANN 163823 0 3201 0 799 0 16680 0 32086 0 216589 0 0 0 CARRIE GRAHAM DIRECTOR, AGING &DISABILITY POLICY 151872 0 3201 0 732 0 6308 0 39332 0 201445 0 0 0 LORIE MARTIN VP, COMMUNICATIONS 160562 0 4254 0 0 0 15888 0 2838 0 183542 0 0 0 PAULA FLEMING VP, FINANCE 131675 0 4377 0 1100 0 10284 0 4312 0 151748 0 0 0 PART I, LINE 7 INCLUDED IN PART II COLUMN B (II) ARE AMOUNTS REPRESENTING BONUSES. MANAGEMENT PAYS BONUSES BASED ON OVERALL ORGANIZATIONAL PERFORMANCE AND FOR INDIVIDUAL PERFORMANCE ABOVE AND BEYOND THE ORGANIZATION'S EXPECTATIONS FOR HIGH QUALITY WORK, WHICH IS PRINCIPALLY RECOGNIZED THROUGH MERIT BASED SALARY INCREASES. ALL BONUSES, OTHER THAN THOSE FOR THE CEO WHICH ARE APPROVED BY THE BOARD, ARE DETERMINED BY THE PRESIDENT IN CONSULTATION WITH SUPERVISORS AND THE VICE PRESIDENT OF HUMAN RESOURCES & FACILITY OPERATIONS. THESE AMOUNTS ARE INCLUDED IN THE INDIVIDUALS'S 2022 W-2. THE OVERALL INCREASE IN COMPENSATION, INCLUDING ALL BONUSES, IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BODY WAS PROVIDED AN ELECTRONIC COPY OF THE COMPLETED FORM 990 FOR REVIEW PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE AGREEMENT ON AN ANNUAL BASIS. THE VICE PRESIDENT OF HUMAN RESOURCES & FACILITY OPERATIONS, AND SENIOR GRANTS AND CONTRACTS MANAGER REVIEW THE AGREEMENTS AND REPORT ANY CONCERNS TO THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PACKAGE FOR THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. THE APPROVAL IS OFFICIALLY DOCUMENTED IN THE MINUTES, AND THE BOARD CHAIR ISSUES A LETTER TO THE CEO FOR THE FILE. THE VICE PRESIDENT OF HUMAN RESOURCES & FACILITY OPERATIONS OVERSEES THE PROCESS. COMPENSATION FOR OTHER OFFICERS ARE DETERMINED BY USING MARKET COMPENSATION ANALYSIS, AND IS APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANT SERVICES (EVALUATION, POLICY, CLINICAL, ETC.): PROGRAM SERVICE EXPENSES 1,550,669. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,550,669. CHCS SUPPORTING ORGANIZATION 300 AMERICAN METRO BLVD SUITE 125 HAMILTON NJ 07619 311577333 SUPPORT CENTER FOR HEALTH CARE STRATEGIES NJ 501(C)(3) LINE 12A, I CHCS 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1