2024-05-06T17:05:00-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-07-01 232446355 ACTION WELLNESS ACTI 2159810088 1216 ARCH STREET 6TH FLOOR PHILADELPHIA PA 19107 MARY EVELYN TORRES EXECUTIVE DIRECTOR 2159810088 2024-05-06 1 MARY EVELYN TORRES 999009999 0 ADAM WATSON P01367206 2155677770 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY EVELYN TORRES 1216 ARCH STREET 6TH FLOOR PHILADELPHIA PA 19107 16456555 0 X WWW.ACTIONWELLNESS.ORG X 1986 PA PROVIDE BROAD RANGE OF SERVICES TO PEOPLE IN PHILADELPHIA INFECTED AND AFFECTED BY THE HIV DISEASE AND OTHER CHRONIC ILLNESSES. 17 17 152 340 0 0 7874926 6563359 10231030 9858865 23649 22058 0 9815 18129605 16454097 0 0 0 0 7381546 7597590 0 0 362010 9277686 9826015 16659232 17423605 1470373 -969508 6877224 7376678 2556801 3978142 4320423 3398536 X TO PROVIDE A BROAD RANGE OF SERVICES TO PEOPLE IN PHILADELPHIA AND DELAWARE COUNTY INFECTED AND AFFECTED BY THE HIV DISEASE AND OTHER CHRONIC ILLNESSES. SERVICES ARE PROVIDED OUT OF 5 OFFICES AND AT 25 OTHER LOCATIONS INCLUDING PRIMARY CARE CLINICS, HOSPITALS, PRISONS AND COMMUNITY CENTERS. 0 0 13176913 9845592 CASE MANAGEMENT PROGRAMCASE MANAGERS ARE PROFESSIONALS WITH DEGREES AND EXPERTISE IN SOCIAL WORK, NURSING, MENTAL HEALTH, DRUG AND ALCOHOL ADDICTION, THE PRISON SYSTEM, FAMILY AND PRENATAL SERVICES, ADOLESCENTS, TRANSGENDER COMMUNITIES AND THE DEAF AND HARD OF HEARING COMMUNITY. CASE MANAGERS OFFER CONFIDENTIAL INDIVIDUALIZED CARE COORDINATION AND ADVOCACY TO HIV INFECTED AND OTHER CHRONICALLY ILL INDIVIDUALS AND THEIR FAMILIES REQUIRING HELP WITH HOUSING, SUBSTANCE ABUSE AND MENTAL HEALTH ISSUES. THEY INSURE THAT CLIENTS AND THEIR FAMILIES RECEIVE THE HIGHEST LEVEL OF CARE AND BENEFITS AVAILABLE THROUGH APPROPRIATE COORDINATION WITH SOCIAL SERVICE, MEDICAL ENTITLEMENT AND OTHER RELATED SYSTEMS. ACTION WELLNESS' HOME HOUSING SPECIALISTS PROVIDE PRACTICAL AND EMOTIONAL SUPPORT TO HIV INFECTED FAMILIES. CASE MANAGERS ESTABLISH CONSISTENT AND ONGOING RELATIONSHIPS WITH FAMILIES AND PROVIDE THESE SERVICES IN CLIENTS' HOMES AND THE NEIGHBORHOODS IN WHICH THEY LIVE. CARE OUTREACH WORKERS PROVIDE ASSISTANCE TO REENGAGE CLIENTS WHO ARE LOST TO CARE. THE BUDDY PROGRAM IS AN INTEGRAL PART OF OUR CASE MANAGEMENT SERVICES. ALL CLIENTS WHO ARE ASSIGNED TO A VOLUNTEER BUDDY ARE REQUIRED TO BE RECEIVING CASE MANAGEMENT SERVICES. IT IS MADE UP OF OVER 200 MEN AND WOMEN WHO PROVIDE EMOTIONAL SUPPORT, COMPANIONSHIP AND PRACTICAL ASSISTANCE TO PEOPLE WITH AIDS, HIV DISEASE AND OTHER CHRONIC ILLNESSES. ALSO, THE 340B PHARMACY PROGRAM HAS BECOME AN INCREASINGLY IMPORTANT PART OF THE CASE MANAGEMENT PROGRAM. 1899475 13273 HOUSING PROGRAM:HOUSING COUNSELING AND HOUSING-ACTION WELLNESS PROVIDES ASSISTANCE IN LOCATING SAFE, AFFORDABLE HOUSING AND HOUSING COUNSELING SERVICES TO PEOPLE INFECTED WITH HIV. TRANSISIONAL HOUSING-ACTION WELLNESS PROVIDES HOUSING IN NORTH PHILADELPHIA FOR HOMELESS INDIVIDUALS AND FAMILIES LIVING WITH HIV/AIDS. SUPPORTIVE SERVICES ARE DESIGNED TO HELP PEOPLE LIVING WITH HIV GAIN THE SKILLS NECESSARY TO BUILD STABLE FUTURES. IN ADDITION, SCATTERED SITE HOUSING SUBSIDIES ARE AVAILABLE TO CLIENTS WHO QUALIFY. 10605 4657 TOTAL OUTREACH AND PREVENTIONACTION WELLNESS PROVIDES EDUCATION THROUGH A NUMBER OF PROGRAMS INCLUDING COMMUNITY AND WORKPLACE EDUCATION, A SPEAKER'S BUREAU, MONTHLY FORUMS AND PRODUCTION AND DISTRIBUTION OF EDUCATIONAL LITERATURE. 314464 [1] VOLUNTEER SERVICESACTION WELLNESS HAS ALMOST 400 ACTIVE VOLUNTERRS. OTHER VOLUNTEER PROGRAMS INCLUDE IMMEDIATE SEATING VOLUNTEERS, DINING OUT FOR LIFE AMBASSADOR VOLUNTEERS, STUDENT SOCIAL WORK INTERN VOLUNTEERS, PRISON LINKAGE, FOOD DELIVERY AND OFFICE VOLUNTEERS. IMMEDIATE SEATING IS A VOLUNTEER RUN PROGRAM THAT PROVIDES COMPLIMENTARY TICKETS FOR CULTURAL AND SPORTING EVENTS TO CLIENTS. THIS PROGRAM IS MADE POSSIBLE BY THE GENEROSITY OF LOCAL CULTURAL ORGANIZATIONS WHICH PROVIDE THOUSANDS OF FREE TICKETS EACH YEAR TO AREA EVENTS FOR PEOPLE LIVING WITH HIV AND OTHER CHRONIC ILLNESSES. [2] POSITIVE ACTION EMPLOYMENT PROGRAMPOSITIVE ACTION IS A COMPREHENSIVE CONSUMER-INVOLVED PROGRAM THAT ADDRESSES THE EMPLOYMENT NEEDS OF PEOPLE LIVING WITH HIV/AIDS. [3] SPECIAL INITIATIVES AND ADVOCACY [4] HEALTH CENTER - ACTION WELLNESS PROVIDES A PRIMARY CARE CLINIC, ANNEX WEST HEALTH CENTER, IN COLLABORATION WITH FAMILY PRACTICE AND COUNSELING NETWORK ("FPCN"). FPCN NURSE PRACTIONERS WORK WITH ACTION WELLNESS MEDICAL CASE MANAGERS TO PROVIDE COMPREHENSIVE SERVICES. [5] REP PAYEE RESEARCH - ACTION WELLNESS IS CARRYING OUT THE REP PAYEE PROGRAM IN PARTNERSHIP WITH THE UNIVERSITY OF PITTSBURGH AS PART OF A DEMONSTRATION PROJECT FUNDED BY THE NATIONAL INSTITUTES OF HEALTH. THE 5-YEAR STRUCTURAL INTERVENTION ENTITLED "IMPACT OF REPRESENTATIVE PAYEE SERVICES ON ART ADHERENCE AMONG MARGINALIZED PEOPLE LIVING WITH HIV/AIDS", WILL ENABLE MORE THAN 150 VULNERABLE ACTION WELLNESS CLIENTS WHO ARE LIVING WITH HIV TO RECEIVE SUPPORTIVE FINANCIAL EDUCATION AND MANAGEMENT SERVICES AIMED AT ALLEVIATING HOUSING AND FINANCIAL INSTABILITY AS BARRIERS TO CARE. 314464 15401457 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 28 0 1 152 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MARY EVELYN TORRESEXECUTIVE DIRECTOR 2159810088 1216 ARCH STREET 6TH FLOOR PHILADELPHIA PA 19107 WHITNEY STRICKLAND PRESIDENT 0.50 X X 0 0 0 JEFF ALEXANDER VICE PRESIDENT 0.50 X X 0 0 0 FRANK PITTNER TREASURER 0.50 X X 0 0 0 PATRICIA BASS BOARD MEMBER 0.50 X 0 0 0 ALICIA BEATTY BOARD MEMBER 0.50 X 0 0 0 JONATHON BEATTY BOARD MEMBER 0.50 X 0 0 0 MEG BUTLER BOARD MEMBER 0.50 X 0 0 0 JOHN BUTTS BOARD MEMBER 0.50 X 0 0 0 LEAH CHAPLIN BOARD MEMBER 0.50 X 0 0 0 JOHN H DAWSON JR BOARD MEMBER 0.50 X 0 0 0 KEN KLEINMANESQ BOARD MEMBER 0.50 X 0 0 0 KARL KRUMHOLZ BOARD MEMBER 0.50 X 0 0 0 ROCHELLE LAWS BOARD MEMBER 0.50 X 0 0 0 BRENARD LUNDY BOARD MEMBER 0.50 X 0 0 0 KATHLEEN MCGRANN BOARD MEMBER 0.50 X 0 0 0 TRENDA WILLS BOARD MEMBER 0.50 X 0 0 0 TONI MORELLI BOARD MEMBER 0.50 X 0 0 0 KEVIN J BURNS EXECUTIVE DIRECTOR 40.00 X 153031 0 17665 ELIZABETH HAGAN-BORST DEPUTY EXECUTIVE DIRECTOR 40.00 X 125230 0 16856 FRANK GIOFFRE IT DIRECTOR 40.00 X 117289 0 33112 YELENA ANATOLENKO FINANCE DIRECTOR 40.00 X 103278 0 15607 498828 0 83240 4 0 1 0 0 29642 5767323 766394 6563359 PHARMACY PROGRAM 624100 8562634 8562634 THIRD PARTY REVENUE 624100 1282958 1282958 TRANSITIONAL HOME REVENUE 531110 13273 13273 9858865 16504 16504 8012 2458 5554 5554 5554 OTHER INCOME 900099 9815 9815 9815 16454097 9858865 0 31873 640665 92567 520560 27538 5272026 4714506 350324 207196 64530 56068 6182 2280 1143406 993475 109538 40393 476963 414420 45693 16850 8013 8013 399739 251646 131813 16280 15818 4745 2111 8962 1266073 1189580 63566 12927 88057 87038 375 644 220729 95694 124212 823 77993 29157 48836 PHARMACY PROGRAM MEDICI 6731879 6731879 OTHER 374571 304336 58258 11977 SUPPLIES 300629 188759 104124 7746 REPAIRS/MAINTENANCE 179518 114029 65489 162996 133558 21044 8394 17423605 15401457 1660138 362010 1756900 595866 1453557 1472154 1594275 1407223 242879 319559 4509576 3344788 1087985 1164788 741628 803295 0 1613793 6877224 7376678 1623180 1573383 61448 39103 872173 2365656 2556801 3978142 X 4001033 3284178 319390 114358 4320423 3398536 6877224 7376678 -969508 47621 0 X 0 1 X 1 1 1 X 5972559 6166161 6373154 7874926 6563359 32950159 5972559 6166161 6373154 7874926 6563359 32950159 32950159 25924 23673 13401 12733 16504 92235 9815 9815 33052209 50475942 0.99690 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1125 1125 2304447 1549265 755182 599408 474108 125300 1005177 938628 66549 599419 382787 216632 1164788 OPERATING LEASE RIGHT-OF-USE ASSET 1613793 1613793 SELF-AMORTIZING LOAN PAYABLE 715963 OPERATING LEASE LIABILITY 1649693 2365656 X 16663526 47621 134023 27785 209429 16454097 0 16454097 17585413 134023 134023 17451390 8013 -35798 -27785 17423605 PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. ACTION WELLNESS BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPUTED INTEREST ON SELF-AMORTIZATION LOAN PAYABLE 35,798. INVESTMENT EXPENSES -8,013. PART XII, LINE 4B - OTHER ADJUSTMENTS: IMPUTED INTEREST ON SELF-AMORTIZATION LOAN PAYABLE -35,798. X X X 0 0 0 0 0 0 0 0 0 KEVIN J BURNS EXECUTIVE DIRECTOR 153031 0 0 0 0 0 4830 0 12835 0 170696 0 0 0 FRANK GIOFFRE IT DIRECTOR 117289 0 0 0 0 0 3729 0 29383 0 150401 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 AN ELECTRONIC COPY OF THE FORM 990 AS ULTIMATELY FILED IS SENT VIA EMAIL TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICIES ARE CONTAINED IN THE BYLAWS AND IN THE EMPLOYEE HANDBOOK. BOARD MEMBERS AND MANAGEMENT ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST THAT MAY ARISE IN THE COURSE OF THEIR RESPONSIBILITIES AS MEMBERS OF THE BOARD AND ARE REQUIRED TO ABSTAIN FROM VOTING IN SUCH SITUATIONS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE CHAIR OF THE HUMAN RESOURCES COMMITTEE ARE RESPONSIBLE FOR AN ANNUAL EVALUATION OF THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE EVALUATION INCLUDES A REVIEW OF COMPENSATION LEVELS OF OTHER EXECUTIVE DIRECTORS AT SIMILAR ORGANIZATIONS ACROSS THE REGION AND NATIONALLY THROUGH GUIDESTAR. ONCE COMPLETED THE EVALUATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS THEN GIVEN TO THE EXECUTIVE DIRECTOR AND DISCUSSED. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE EVALUATION OF ALL STAFF DIRECTORS. ALL SALARY SCALES ARE REVIEWED AND APPROVED BY THE HUMAN RESOURCE COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF ACTION WELLNESS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, FINANCIAL STATEMENTS AND FORM 990 WILL BE PROVIDED ON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT ITS OFFICE.