2024-08-13T11:49:55-05:00 2023-09-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-10-01 541752058 SCHOOL-BASED HEALTH ALLIANCE SCHO 2026385872 1032 15TH STREET NW 365 WASHINGTON DC 20005 ROBERT BOYD PRESIDENT 2026385872 2024-08-13 1 0 ADAM WATSON P00749373 2155677770 2024-08-13 2022 2024-08-08 14:25:15Z X ROBERT BOYD 1032 15TH STREET NW 365 WASHINGTON DC 20005 7633733 0 X WWW.SBH4ALL.ORG X 1995 VA TO IMPROVE THE STATUS OF YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE. 15 14 28 20 0 0 2781175 6886404 782309 714833 2049 32496 0 0 3565533 7633733 479254 3435086 0 0 2297853 2904654 0 0 20000 781824 1595540 3558931 7935280 6602 -301547 2327179 4586477 393478 2967875 1933701 1618602 X THE SCHOOL-BASED HEALTH ALLIANCE WORKS TO SUPPORT AND GROW SBHCS BY ESTABLISHING AND ADVOCATING FOR NATIONAL POLICY PRIORITIES; BY PROMOTING HIGH QUALITY CLINICAL PRACTICES AND STANDARDS, INCLUDING TELEHEALTH; THROUGH DATA COLLECTION, REPORTING, EVALUATION AND RESEARCH, AND BY PROVIDING TRAINING, TECHNICAL ASSISTANCE, AND CONSULTATION. 0 0 3396063 3435086 366158 THE SCHOOL-BASED HEALTH ALLIANCE IS A HIGHLY RESPECTED PROVIDER OF EXTENSIVE TECHNICAL ASSISTANCE, TRAINING, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD. STAFF HAS MORE THAN 100 YEARS OF COMBINED EXPERIENCE IN DESIGNING, OPERATING,AND EVALUATING SCHOOL-BASED HEALTH CENTER (SBHC) PROGRAMS. OUR TEAM IS COMMITTED TO WORKING TOWARDS FOUR GOALS FOR THE FIELD:1. INCREASED REVENUE2. NEW SCHOOL SERVICES3. STRONGER PARTNERSHIPS4. EXPANDED SERVICES 3301439 TO PROVIDE TRAINING, TECHNICAL ASSISTANCE, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD. 139066 348675 TO PROVIDE ONLINE AND IN-PERSON LEARNING AND NETWORKING OPPORTUNITIES FOR PROFESSIONALS AND YOUTH INTERESTED IN THE SCHOOL-BASED HEALTH CARE FIELD AND MOVEMENT. 42075 TO BUILD POLITICAL AND PUBLIC SUPPORT FOR THE ALLIANCE AND ITS MISSION TO IMPROVE THE HEALTH STATUS OF CHILDREN AND YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE. 42075 6878643 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 CA DC FL IL MD MA MI NY OR WA X CHIEF ADMINISTRATIVE OFFICER 2026385872 1032 15TH STREET NW SUITE 365 WASHINGTON DC 20005 ROBERT BOYD PRESIDENT 40.00 X X 179478 0 41278 KARYL PATTEN CHAIRMAN 2.00 X X 0 0 0 NANCY RODRIQUEZ CHAIR-ELECT 2.00 X X 0 0 0 BETH MATTEY SECRETARY 2.00 X X 0 0 0 MARK MASSELLI TREASURER 2.00 X X 0 0 0 GILLIAN BARCLAY DIRECTOR 2.00 X 0 0 0 AMANDA FITZGERALD DIRECTOR 2.00 X 0 0 0 SHARON HOOVER DIRECTOR 2.00 X 0 0 0 KAYLA JACKSON DIRECTOR 2.00 X 0 0 0 KATHLEEN MINKE DIRECTOR 2.00 X 0 0 0 JOSE MUNOZ DIRECTOR 2.00 X 0 0 0 REBECCA OLIVER DIRECTOR 2.00 X 0 0 0 CECILIA OREGON DIRECTOR 2.00 X 0 0 0 ANNA STRONG DIRECTOR 2.00 X 0 0 0 DAVE TAYLOR DIRECTOR 2.00 X 0 0 0 TAMMIS ALEXANDER VP OF STATE RELATIONS 40.00 X 104948 0 31388 LAURA BREY CHIEF OPEARTING OFFICER 40.00 X 132836 0 35214 DEIRDRE PARKER CHIEF ADMIN. & FINANCE OFF 40.00 X 132836 0 34881 ANDREA SHORE CHIEF PROGRAM OFFICER 40.00 X 122317 0 24781 672415 0 167542 5 0 1 0 0 5732460 1153944 6886404 CONTRACT SERVICES 541610 366158 366158 ANNUAL CONFERENCE 900099 348675 348675 714833 32496 32496 7633733 714833 0 32496 X 3435086 3435086 223704 177385 46319 2070727 1641973 428754 130506 102083 28423 309611 242309 67302 170106 132766 37340 42074 42074 966381 797813 148568 20000 160191 78177 82014 90233 13338 76895 84955 37261 47694 156525 100408 56117 83991 67707 16284 BANK AND CREDIT CARD FE 10653 9726 927 MISCELLANEOUS 537 537 7935280 6878643 1036637 20000 240134 2955291 262793 395280 670272 421742 57469 32047 17905 10983 1078606 771134 2327179 4586477 295981 340457 97497 73497 0 2553921 393478 2967875 X 1459501 1144966 474200 473636 1933701 1618602 2327179 4586477 -301547 -13552 0 X 0 1 X 1 1 1 X 2485197 1935347 3033733 2781175 6886404 17121856 2485197 1935347 3033733 2781175 6886404 17121856 1303270 15818586 47056 28501 13553 2049 32496 123655 17245511 2946766 0.91730 0.85460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39687 2387 42074 7873206 7915280 545764 136441 0 0 308245 302644 325909 545764 1482562 2223843 7437 815 20000 42074 70326 77061 75661 81477 136441 370640 555960 7332 555 20000 39687 67574 0 REFUNDABLE ADVANCES 2553921 2553921 X 7620181 -13552 -13552 7633733 0 7633733 7935280 0 7935280 0 7935280 PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ALLIANCE BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD. 1 UNIVERSITY OF MARYLAND BALTIMORE 620 WEST LEXINGTON STREET 4TH FLR BALTIMORE MD 21201 152600203 501(C)(3) 386535 0 ADOLESCENT & YOUTH ADULT HEALTH CAPACITY BUILDING PROGRAM APEX EDUCATION INC PO BOX 93633 ALBUQUERQUE NM 87199 850471376 146400 0 HUMAN SERVICES INTEROPERABILITY INNOVATIONS PROJECT CHARTER OAK HEALTH CENTER 21 GRAND STREET HARTFORD CT 06109 060986747 501(C)(3) 100000 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES CHILD AND FAMILY AGENCY OF SE CT INC PO BOX 120 NEW LONDON CT 06810 912187143 501(C)(3) 742915 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES COMMUNITY HEALTH CENTER INC 675 MAIN STREET MIDDLETOWN CT 06457 060897105 501(C)(3) 535462 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES CT INSTITUTE FOR COMMUNITIES INC 120 MAIN STREET 4TH FLOOR DANBURY CT 06810 912187143 501(C)(3) 23755 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES COMMUNITY HEALTH AND WELLNESS CENTER OF GREATER TORRINGTON INC 469 MIGEON AVENUE TORRINGTON CT 06790 562286940 501(C)(3) 23310 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES CORNELL SCOTT-HILL HEALTH CORPORATION 400 COLUMBUS AVENUE NEW HAVEN CT 06419 060870990 501(C)(3) 143232 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES FAIR HAVEN COMMUNITY HEALTH CLINIC 374 GRAND AVENUE NEW HAVEN CT 06513 060883545 501(C)(3) 62500 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES FAMILY CENTER INC 40 ARCH STREET GREENWICH CT 06830 060646656 501(C)(3) 215313 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES HARTFORD PUBLIC SCHOOLS 330 WTHERSFIELD AVENUE HARTFORD CT 06114 066001870 501(C)(3) 66315 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES INTEGRATED HEALTH SERVICES INC 763 BURNSIDE AVENUE EAST HARTFORD CT 06108 208879300 501(C)(3) 178618 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES INTERCOMMUNITY INC 800 CONNECTICUT BOULEVARD 4TH FLOOR EAST HARTFORD CT 06118 060954809 501(C)(3) 126231 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES KLINGBERG COMPREHENSIVE FAMILY SERVICES INC 370 LINWOOD STREET NEW BRITIAN CT 06052 061370693 501(C)(3) 110473 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES MIDDLETOWN BOARD OF EDUCATION 311 HUNTING HILL AVENUE MIDDLETOWN CT 06457 066001872 501(C)(3) 41000 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES NORWALK COMMUNITY HEALTH CENTER 120 CONNECTICUT AVENUE NORWALK CT 06854 061436620 501(C)(3) 62500 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES OPTIMUS HEALTH CARE INC 982 EAST MAIN STREET BRIDGEPORT CT 06608 060972166 501(C)(3) 52270 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES WINDHAM PUBLIC SCHOOLS 355 HIGH STREET WILLIMANTIC CT 06226 061201204 501(C)(3) 62500 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES WHEELER CLINIC INC 91 NORTHWEST DRIVE PLAINVILLE CT 06062 060867065 501(C)(3) 62500 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES DANBURY PUBLIC SCHOOLS 49 OSBOURNE STREET DANBURY CT 06810 066001980 501(C)(3) 57590 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES SOUTH-WEST COMMUNITY HEALTH CENTER INC 46 ALBION STREET BRIDGEPORT CT 06605 061023013 501(C)(3) 62500 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES UNITED COMMUNITY AND FAMILY SERVICES INC 47 TOWN STREET NORWICH CT 06360 060653142 501(C)(3) 143167 0 IMPROVE ACCESS TO AND UTILIZATION OF PRIMARY AND PREVENTIVE HEALTH CARE AND OTHER ESSENTIAL PUBLIC HEALTH SERVICES EVERY CHILD PEDIATRICS 9197 GRANT STREET SUITE 100 THORNTON CO 80229 841321485 501(C)(3) 10000 0 REALIZING EXCELLENCE THROUGH ACADEMICS AND CAREERS IN HEALTH PROJECT COLORADO ASSOCIATION FOR SCHOOL-BASED HEALTH CARE 455 N SHERMAN STREET SUITE 468 DENVER CO 80203 841376318 501(C)(3) 20000 0 REALIZING EXCELLENCE THROUGH ACADEMICS AND CAREERS IN HEALTH PROJECT 23 1 PART I, LINE 2: ALL GRANTS AWARDED TO THE SCHOOL-BASED HEALTH ALLIANCE ARE ASSIGNED EITHER A PROJECT DIRECTOR OR MANAGER WHO, ALONG WITH THE ADMINISTRATIVE DIRECTOR IS RESPONSIBLE FOR THE MANAGEMENT OF THE GRANT FROM BEGINNING TO CLOSE-OUT. THE PROJECT DIRECTOR/MANAGER MANAGES ALL PROGRAM RELATED ASPECTS OF THE GRANT FROM FACE TO FACE MEETINGS, PLANNING REVIEWS, SITE VISITS, MONTHLY CALLS, AND WEBINARS. THE PROJECT DIRECTOR/MANAGER AND ADMINISTRATIVE DIRECTOR MONITOR THE FINANCIAL ASPECTS OF THE GRANTS BY TRACKING AND APPROVING EXPENSES, REVIEWING BUDGET TO ACTUAL, SUBMITTING QUARTERLY AND ANNUAL REPORTS OF THE GRANT AND ITS RELATED CLOSE-OUT REQUIREMENTS. THIS INDIVIDUAL ALSO REVIEWS THE GENERAL EXPENSES RELATED TO THE GRANT, INCLUDING THE PLANNING OF TRAVEL AND STAFF HOURS NEEDED TO MEET ALL GRANT REQUIREMENTS. X X X 0 0 0 0 0 0 0 0 0 ROBERT BOYD PRESIDENT 179478 0 0 0 0 0 14358 0 26920 0 220756 0 0 0 LAURA BREY CHIEF OPEARTING OFFICER 132836 0 0 0 0 0 10627 0 24587 0 168050 0 0 0 DEIRDRE PARKER CHIEF ADMIN. & FINANCE OFF 132836 0 0 0 0 0 10627 0 24254 0 167717 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 THE ALLIANCE PROVIDED A COPY OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICTS POLICY THE BOARD OF DIRECTORS ACKNOWLEDGES IN WRITING THE CONFLICT OF INTEREST POLICY AND ANY KNOWN CONFLICTS AT THE BEGINNING OF THEIR TERM. THE STATEMENT IS EFFECTIVE FOR THE ENTIRE TERM. ROBERT BOYD, PRESIDENT AND DEIRDRE TAYLOR,CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER REVIEWS THE BOARD OF TRUSTEE'S CONFLICT OF INTEREST STATEMENTS. IF A BOARD MEMBER DISCLOSES A CONFLICT OF INTEREST, THAT MEMBER WILL ABSTAIN FROM VOTING ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING OFFICER'S COMPENSATION THE PRESIDENT'S COMPENSATION WAS SET BY THE BOARD OF DIRECTORS AFTER CONSULTATION WITH AN EMPLOYMENT CONSULTANT FIRM. THE REVIEW AND APPROVAL OF THE COMPENSATION IS COMPLETED BY THE BOARD'S ORGANIZATIONAL PERFORMANCE COMMITTEE. DATA USED TO COMPLETE THIS REVIEW INCLUDED COMPENSATION FOR SIMILAR ORGANIZATIONS AS OBTAINED VIA THEIR FORM 990S. MINUTES ARE MAINTAINED OF THIS PROCESS AND IT IS COMPLETED FOR THE PRESIDENT. IN 2023 THE PRESIDENT'S COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO MANAGEMENT. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ALLIANCE'S OFFICE. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 797,813. MANAGEMENT AND GENERAL EXPENSES 126,168. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 943,981. PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,400.