2025-03-13T04:14:55-05:00 2024-04-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-05-01 481221800 HEARTLAND MEDICAL CLINIC INC HEAR 7858417297 1312 W 6TH ST LAWRENCE KS 66044 JULIE BRANSTROM CEO 7858417297 2025-03-12 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2025-03-05 2023 2025-03-06 01:10:19Z HEARTLAND COMMUNITY HEALTH CENTER JULIE BRANSTROM 1312 W 6TH ST LAWRENCE KS 66044 24205068 0 X WWW.HEARTLANDHEALTH.ORG X 2002 KS PROVIDE ACCESS TO QUALITY HEALTH CARE FOR UNDERSERVED COMMUNITY MEMBERS WITHIN ITS SERVICE AREA. 12 12 244 12 0 0 6114286 6023789 15294324 18123545 -39207 16305 153948 41429 21523351 24205068 0 0 0 0 11235235 14078695 0 0 94881 8352024 8839220 19587259 22917915 1936092 1287153 20743035 22307402 13638680 13912180 7104355 8395222 X HEARTLAND OFFERS HIGH-QUALITY, AFFORDABLE, BEHAVIOR ALLY-ENHANCED PRIMARY CARE TO ALL COMMUNITY MEMBERS REGARDLESS OF INCOME OR INSURANCE STATUS. HEARTLAND IS DEDICATED TO PRACTICING HOLISTIC, INTEGRATED HEALTH CARE IN A MODEL THAT FOCUSES ON PHYSICAL HEALTH AS WELL AS EMOTIONAL AND SOCIAL HEALTH. 0 0 8793273 10535685 MEDICAL CLINIC: OUR CLINIC IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) AND A LEVEL 3 PATIENT-CENTERED MEDICAL HOME (PCMH). OUR MEDICAL TEAM CONSISTS OF 1 PRIMARY CARE PHYSICIANS, 6 PEDIATRICIANS, 2 PHYSICIAN ASSISTANTS, AND 6 NURSE PRACTITIONERS. HEARTLAND OFFERS HIGH-QUALITY, AFFORDABLE PRIMARY CARE SERVICES TO ALL COMMUNITY MEMBERS REGARDLESS OF INCOME OR INSURANCE STATUS. LIVING IN VARIOUS ZIP CODES WITHIN DOUGLAS, JEFFERSON, OSAGE, FRANKLIN, JOHNSON, OSAGE AND LEAVENWORTH COUNTIES IN FYE 2024. IN FYE 2024, THE CLINIC PROVIDED MEDICAL CARE TO APPROXIMATELY 74,300 PATIENT VISITS. 2894413 4177944 DENTAL CARE: HEARTLAND OFFERS DENTAL TREATMENT AND ORAL HEALTH CARE TO BOTH HEARTLAND PATIENTS AND THE PUBLIC, WITH SERVICES PROVIDED IN OUR CLINIC, AS WELL AS THROUGH ONGOING OUTREACH PROGRAMS FOR PUBLIC SCHOOL STUDENTS IN DOUGLAS, JEFFERSON, JOHNSON, OSAGE, FRANKLIN, LEAVENWORTH, MIAMI AND SHAWNEE COUNTIES. WE ACQUIRED DOUGLAS COUNTY DENTAL CLINIC IN AUGUST 2020 IN AN EFFORT TO BETTER SERVE THE NEEDS OF OUR COMMUNITY. IN FYE 2024, THE CLINIC PROVIDED DENTAL CARE TO APPROXIMATELY 20,200 PATIENT VISITS. 1388302 1816497 PSYCHIATRY AND BEHAVIORAL HEALTH: HEARTLAND EMPLOYS A MENTAL HEALTH TEAM THAT INCLUDES A PSYCHIATRIST, AND BEHAVIORAL HEALTH CONSULTANTS. WE PRACTICE AN INTEGRATED HEALTH CARE MODEL. THIS MEANS MENTAL HEALTH PROFESSIONALS AND PROVIDERS WORK ALONGSIDE ONE ANOTHER TO PROVIDE MENTAL AND BEHAVIORAL HEALTH SCREENINGS, THERAPY, AND ASSOCIATED MEDICATIONS TO PATIENTS. OFTEN, A BEHAVIORAL HEALTH CONSULTANT CAN VISIT THE PATIENT RIGHT IN THE EXAM ROOM DURING THEIR MEDICAL VISIT. IN FY2024 WE BEGAN AUTISM TESTING BY A LICENSED CLINICAL PSYCHOLOGIST. IN FYE 2024, THE CLINIC PROVIDED MENTAL HEALTH CARE TO APPROXIMATELY 8,700 PATIENT VISITS. 3558529 1634848 OTHER PROGRAM SERVICES: PRIMARY CARE - BEHAVIORAL HEALTH THERAPY - PSYCHIATRY - DENTAL - PHARMACY - FOOD PANTRY/ CARE CUPBOARD - INSURANCE ELIGIBILITY - MEDICATION ASSISTANCE - RYAN WHITE CASE MANAGEMENT - PEDIATRIC CARE. 3558529 1634848 16634517 1 1 0 0 0 0 0 0 0 1 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 17 0 1 244 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X REGINA OXFORD 7858417297 1312 W 6TH ST LAWRENCE KS 66044 ANNE OWEN VICE CHAIR 1.00 X X 0 0 0 BRAD KOEHLER BOARD CHAIR 1.00 X X 0 0 0 DENNIS BALLARD BOARD MEMBER 1.00 X 0 0 0 GLADYS POWER BOARD MEMBER 1.00 X 0 0 0 JAY PRYOR SECRETARY 1.00 X X 0 0 0 JIM MOORE TREASURER 1.00 X X 0 0 0 LAURA CANELOS BOARD MEMBER 1.00 X 0 0 0 LETICIA GRADINGTON BOARD MEMBER 1.00 X 0 0 0 PAULA MARTIN BOARD MEMBER 1.00 X 0 0 0 QUINTEN RIALS BOARD MEMBER 1.00 X 0 0 0 SUSAN THOMAS BOARD MEMBER 1.00 X 0 0 0 WILL ANDERSON BOARD MEMBER 1.00 X 0 0 0 JULIE BRANSTROM CHIEF EXECUTIVE OFFICER 40.00 X 184334 0 13699 JOHN BURCHER OUTGOING CHIEF FINANCIAL OFFICER 40.00 X 99450 0 3022 REGINA OXFORD CHIEF FINANCIAL OFFICER 40.00 X 96027 0 17985 LUKE MUELLER MD/FAMILY MEDICINE 40.00 X 180273 0 31484 MOLLIE KNIPP DAY CHIEF DENTAL OFFICER 40.00 X 209258 0 14871 BETH RUNDQUIST MD/PEDIATRICIAN 40.00 X 307968 0 39458 JUSTIN GOODNIGHT MD/PEDIATRICIAN 40.00 X 298844 0 30306 KATHRYN VANDERVELDE MD/PEDIATRICIAN 40.00 X 232602 0 1583 LAUREN POULL MD/PEDIATRICIAN 40.00 X 216624 0 27429 MARSHALL KELLEY MD/PEDIATRICIAN 40.00 X 304315 0 32794 2129695 0 212631 15 0 1 0 ADAMS ARCHITECTS LLC 700 MASSACHUSETTS ST LAWRENCE KS 66044 ARCHITECTURAL PLANNING 114055 1 4769999 1253790 1267393 6023789 MEDICAID 624100 9313731 9313731 OTHER THIRD-PARTY PAYORS 624100 5133372 5133372 340B PHARMACY REVENUE 624100 2541096 2541096 MEDICARE 624100 748537 748537 SELF-PAY 624100 386809 386809 18123545 7528 7528 8777 0 8777 8777 8777 41429 41429 41429 24205068 18164974 0 16305 598657 427021 168574 3062 11047159 7879927 3110729 56503 218880 147363 71118 399 1164038 783700 378217 2121 1049961 706896 341152 1913 93237 93237 99188 99188 1151735 855401 265451 30883 128574 110830 17744 485101 247210 237891 463198 168691 294507 1241104 672216 568888 40978 18739 22239 45311 5810 39501 25205 16923 8282 319319 216907 102412 116978 38102 78876 MEDICAL SUPPLIES & DRUG 2815986 2795514 20472 DONATED VACCINES 1267393 1267393 REPAIR AND MAINTENANCE 271430 111891 159539 LICENSES, DUES & SUBSCR 255257 158239 97018 19226 5744 13482 22917915 16634517 6188517 94881 2009969 2195175 1703640 2370747 259666 455634 1501480 1524361 275706 315377 195840 276197 3132953 830091 1176700 2302862 260649 146999 13359385 12720050 20743035 22307402 908545 1103034 184371 222833 384798 959465 12160966 11626848 13638680 13912180 X 6718308 7980551 386047 414671 7104355 8395222 20743035 22307402 1287153 3714 0 X 0 1 X 1 1 1 X 3027678 6625506 6248675 6114286 6023789 28039934 3027678 6625506 6248675 6114286 6023789 28039934 28039934 2918 2877 6416 3497 7528 23236 46161 153948 41429 241538 28304708 56087202 0.99060 0.99100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 46,161. 2022 AMOUNT: $ 23,948. 2023 AMOUNT: $ 41,429. LOAN FORGIVENESS - 2022 AMOUNT: $ 130,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 260649 38913 19870 172433 146999 200978 47930 14062 2321 260649 124504 91124 -7912 5000 1738 200978 71809 38098 25821 10000 1224 124504 88001 2853 -7835 10385 825 71809 1.00000 1 0 224500 224500 55494 42494 13000 1479297 749151 730146 1373662 38446 1335216 2302862 OPERATING LEASE LIABILITIES 11626848 11626848 X 24208782 3714 3714 24205068 0 24205068 22917915 0 22917915 0 22917915 PART V, LINE 4: TO BE USED IN THE AREA OF GREATEST NEED TO MEET THE ORGANIZATION'S RESPONSIBILITY TO SERVE THOSE IN NEED REGARDLESS OF ABILITY TO PAY. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF APRIL 30, 2024 AND 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 FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X X 0 0 0 0 0 0 0 1 0 BETH RUNDQUIST MD/PEDIATRICIAN 307075 0 893 0 0 0 12466 0 26992 0 347426 0 0 0 MARSHALL KELLEY MD/PEDIATRICIAN 303030 0 1285 0 0 0 11048 0 21746 0 337109 0 0 0 JUSTIN GOODNIGHT MD/PEDIATRICIAN 296960 0 1884 0 0 0 10612 0 19694 0 329150 0 0 0 LAUREN POULL MD/PEDIATRICIAN 215926 0 698 0 0 0 7735 0 19694 0 244053 0 0 0 KATHRYN VANDERVELDE MD/PEDIATRICIAN 231165 0 1437 0 0 0 1583 0 0 0 234185 0 0 0 MOLLIE KNIPP DAY CHIEF DENTAL OFFICER 204519 0 4739 0 0 0 7377 0 7494 0 224129 0 0 0 LUKE MUELLER MD/FAMILY MEDICINE 179694 0 579 0 0 0 6667 0 24817 0 211757 0 0 0 JULIE BRANSTROM CHIEF EXECUTIVE OFFICER 183560 0 774 0 0 0 6502 0 7197 0 198033 0 0 0 PART I, LINE 7 INCLUDED IN SCHEDULE J, PART II COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES BASED ON EMPLOYEES PERFORMANCE. THESE AMOUNTS WERE INCLUDED IN THE INDIVIDUALS 2023 W-2 AND APPROVED BY THE BOARD. X 1 1267393 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS TO NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED TY THE FINANCE DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, THE DRAFT OF THE FORM 990 IS POROVIDED TO EACH BOARD MEMBER WITH THE OPPORTUNITY TO MAKE COMMENTS BEFORE THE FILING. THE AUDIT FIRM WILL ALOS MAKE A PRESENTATION AT A BOARD MEETING PRIOR TO FILING TO ALLOW FOR REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS UPON ELECTION AND ANNUALLY THEREAFTER MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM PROVIDED TO THEM BY THE BOARD PRESIDENT. EACH BOARD MEMBER MUST AMEND THE THEN CURRENT CONFLICT OF INTEREST DISCLOSURE FORM UPON HIS/HER DISCOVERY OF A CONFLICT OF INTEREST. SUCH FORMS ARE TO BE SUBMITTED TO THE BOARD PRESIDENT AND MAINTAINED IN THE EXECUTIVE OFFICE OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVEIWS OFFICER AND KEY EMPLOYEE SALARIES USING COMPARATIVE SAFETY NET HEALTH CLINICS OF SIMILAR SIZE AS COMPILED ANNUALLY BY KANSAS ASSOCIATION FOR THE MEDICALLY UNDERSERVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INEREST POLICY ARE AVAILABLE UPON REQUEST IN THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE INCLUDED IN THE MOST RECENTLY FILED FORM 990.