2019-05-09T19:30:14-05:00 2018-06-30 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2017-07-01 363088628 Erie Family Health Center Inc ERIE 3126663494 1701 W Superior Street Chicago IL 60622 Lee Francis President and CEO 2019-05-09 true Nicole Bencik P00756195 3128997000 2017 2019-02-21 02:37:17Z Lee Francis 1701 W Superior Street Chicago IL 60622 66774647 false X www.eriefamilyhealth.org X 1970 IL OPERATE A HEALTHCARE CENTER TO SERVE A LARGELY MEDICALLY UNDERSERVED POPULATION IN CHICAGO. 24 24 775 33 0 17473 23012133 21240091 38753113 45091041 93313 236473 75566 103351 61934125 66670956 75781 0 42959220 45510904 0 857460 14927805 18883003 57887025 64469688 4047100 2201268 56866177 59485427 13810779 13520788 43055398 45964639 Erie Family Health Center's (Erie) mission is: "Motivated by the belief that healthcare is a human right, we provide high quality, affordable care to support healthier people, families, and communities." Meanwhile, Erie's vision of "all people living their healthiest lives" demands that Erie examine the social determinants of health and structural barriers that are the root causes of inequity in the communities it serves and works to address those challenges daily. false false 56331005 75781 45238283 Erie Family Health Center (Erie) is a Federally Qualified Health Center, regional healthcare resource to more than 73,000 patients consisting of seven large primary care centers, the region's oldest and largest comprehensive Teen Center, and five school-based health centers. To empower our mission and vision and to fulfill Erie's values of dignity, impact, excellence, relationships, and learning, Erie provides a comprehensive array of health services at one convenient location to empower lifelong wellness among the community's most vulnerable members. Since growing from a one-room location in 1957, Erie's commitment to helping meet the needs of underserved residents has remained steadfast; 90% of current patients are people of color and 29% are uninsured. Erie has been deliberate in its efforts to expand its locations into dynamic health centers that are uniquely positioned to meet the needs of community members. Erie health centers offer a wide range of high quality, affordable services, including integrated medical, oral, and behavioral healthcare; chronic disease management; vaccines and flu shots; HIV testing; STI testing/treatment; prenatal care; and women's health services, with programs intentionally designed to meet the needs of Erie's individual patients. Erie services provide culturally-sensitive, trauma-informed care for patients, with providers and front-line staff who are bilingual in Spanish and English, while offering translation services for those who prefer other languages. Erie will continue to invest in efforts to ensure staff are reflective of those it serves, which will, in turn, provide economic stimulus to the communities Erie serves. Erie continues to strive toward achieving the high-quality outcomes that have placed it in the top tier of health centers nationally, with the U.S. Health Resources and Services Administration recognizing Erie as a "Health Center Quality Leader" every year from 2014 to 2017. Further, Erie has been named a Top Chicago Workplace, an award given by the Chicago Tribune based on Erie employee feedback. According to the national Uniform Data System (2016), which tracks performance of federally qualified health centers like Erie, Erie ranks in the top 6% of health centers nationwide in combined rates of cervical and colorectal cancer screening. Erie also ranks among the top 8% for cardiovascular care. Further, Erie delivers more babies than any other community health center in Illinois and ranks in the top 1% nationally for number of deliveries. At Erie, 94% of babies were born with normal birthweights, compared to 92% in Illinois and nationally. Additionally, 81% of women at Erie receive prenatal care in the first trimester, compared to 76% in Illinois and 74% nationally. 56331005 true true false true false false false false true true false false false false true false true false false false false false false true false false true false true false false false false false false false false true false false false false true true true true false true 108 0 true 775 true true true false false false false true true true false false false X 24 24 false false false false false false false true true false false true true true true true true true true false IL X Scott Spencer 3124327389 1701 West Superior Street Chicago IL 60622 BRIAN P MARSELLA BOARD CHAIRMAN 2.0 0 X X 0 0 0 ANA MARIA SOTO BOARD VICE CHAIRMAN - UNTIL MAY 2018 2.0 1.0 X X 0 0 0 DEBORAH B WRIGHT-POWELL BOARD SECRETARY 2.0 0 X X 0 0 0 WILLIAM KISTNER TREASURER 2.0 0 X X 0 0 0 MATT AARONSON DIRECTOR 1.0 0 X 0 0 0 ROSALIE ALICEA DIRECTOR 2.0 0 X 0 0 0 NANCY BOCK DIRECTOR 1.0 1.0 X 0 0 0 CELESTE CASTILLO DIRECTOR 2.0 0 X 0 0 0 ERNEST CHANG DIRECTOR 1.0 0 X 0 0 0 MICHAEL COLE DIRECTOR 1.0 0 X 0 0 0 LINDA CUSHMAN DIRECTOR 1.0 1.0 X 0 0 0 CAROLYN DICKENS DIRECTOR 1.0 0 X 0 0 0 LISA DYKSTRA DIRECTOR 1.0 0 X 0 0 0 DANIEL HILL DIRECTOR 1.0 0 X 0 0 0 JUAN FERNANDO JAUREGUI DIRECTOR 1.0 0 X 0 0 0 AMELIA MADRIGAL DIRECTOR 1.0 0 X 0 0 0 JUDY MENDEZ DIRECTOR 1.0 0 X 0 0 0 RICHARD ROMANOWSKI DIRECTOR 1.0 0 X 0 0 0 REV EDWARD SARDEN DIRECTOR 1.0 0 X 0 0 0 JILL SIMON SVOBODA DIRECTOR 2.0 0 X 0 0 0 DARRYL TOM DIRECTOR 1.0 1.0 X 0 0 0 HUMBERTO URIBE DIRECTOR 1.0 0 X 0 0 0 KATHERINE WILSON DIRECTOR 1.0 0 X 0 0 0 JULIE ZERWIC DIRECTOR - UNTIL JULY 2017 1.0 0.0 X 0 0 0 ERIC MAYEDA DIRECTOR 2.0 0 X 0 0 0 LEE FRANCIS PRESIDENT & CEO 40.0 2.0 X 323197 0 29270 DAVID R BUCHANAN CHIEF CLINICAL OFFICER - UNTIL 11/24/2017 40.0 0 X 260327 0 28487 DAVID C BRUCE CHIEF FINANCIAL OFFICER 40.0 2.0 X 240149 0 22521 AMY VALUKAS CHIEF OPERATING OFFICER 40.0 1.0 X 180450 0 30008 MARK T SIMON Medical Director - UNTIL 12/1/2017 40.0 0 X 232153 0 4816 JOANNE M SARROZA OB/GYN Physician 40.0 0 X 230100 0 14379 CAROLINE M HOKE HOSPIRA FOUNDATION ENDOWED MEDICAL DIRECTOR/CHIEF CLINICAL OFFICER 40.0 0 X 221961 0 14712 DEBORAH L EDBERG FAMILY PRACTICE PHYSICIAN 40.0 0 X 221763 0 34964 REBEKAH E OSGOOD OB/GYN Physician 40.0 0 X 217139 0 18678 2127238 0 197834 86 false true false LEOPARDO COMPANIES INC 210 N CARPENTER STREET SUITE 300 Chicago IL 60607 CONSTRUCTION SERVICES 1229908 Alliance of Chicago 215 West Ohio Street 4th Floor Chicago IL 60654 EMR and Billing System Services 1006726 POWER BRIGHT CLEANING SERVICES 6945 N KENTON LINCOLNWOOD IL 60712 CLEANING SERVICES 311406 MONTERREY SECURITY 2232 S BLUE ISLAND AVENUE CHICAGO IL 60608 SECURITY SERVICES 255970 HEARTLAND HEALTH OUTREACHCCIS 208 S LASALLE - SUITE 1300 CHICAGO IL 60604 INTREPRETING SERVICES 222288 15 X 225692 11969485 9044914 35828 21240091 MEDICARE/MEDICAID/COMMERCIAL PAYMENTS 624100 30870778 30870778 SELF-PAY 624100 640164 640164 MEANINGFUL USE AND 340b 624100 11287411 11287411 MANAGED CARE RELATED 624100 2289409 2289409 3279 3279 0 0 45091041 236473 236473 0 0 0 0 0 0 0 0 59800 225692 103691 -43891 -43891 Alliance Equity Income 900099 118856 118856 28386 28386 0 0 147242 66670956 45238283 0 192582 75781 75781 1039468 98341 941127 0 37584369 34214889 2802700 566780 510563 457587 42531 10445 3731903 2713244 932244 86415 2644601 2340357 265956 38288 113828 113828 102300 102300 2399466 1576559 712126 110781 231287 1379 229720 188 518438 366687 138452 13299 1563831 1416554 147178 99 3009826 2891935 117891 0 89911 70095 12902 6914 346947 177743 152737 16467 160489 67104 93385 0 0 0 0 0 1917455 1847134 68472 1849 246274 237000 9274 0 PHARMACEUTICALS 4828552 4828552 VACCINES, MEDICAL AND LAB SUPPLIES 1785766 1785766 EQUIPMENT RENTAL & MAINTENANCE 468980 468980 1099653 695318 398400 5935 64469688 56331005 7281223 857460 15531693 11143096 3666524 195591 6024407 6129508 8094593 6777358 0 0 0 9620700 9620700 570890 518881 378683 423235 28565656 15824977 11549674 12740679 10168614 0 1211101 1316607 217912 451158 56866177 59485427 6083212 6030699 0 200000 0 7727567 7290089 0 0 13810779 13520788 X 37366139 40676968 3689259 3287671 2000000 2000000 43055398 45964639 56866177 59485427 2201268 94727 613246 0 X false true X true true true X 23422243 22711341 20653637 23012133 21240091 111039445 0 23141 8569 0 0 131466 163176 23445384 22719910 20653637 23012133 21371557 111202621 1160513 110042108 23639 54923 59468 93313 236473 467816 0 0 0 0 0 0 23141 8569 2667042 118663 147242 2964657 114635094 110764611 0.9599 0.9665 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 23141.0, COLUMN B - 8569.0, COLUMN C - 2667042.0, COLUMN D - 118663.0, COLUMN E - 147242.0, COLUMN F - 2964657.0; 0 0 0 0 0 0 64469688 0 64469688 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 2010533 44142 20952 2033723 2003654 6879 2010533 0 2000000 3654 2003654 0 0 0 0 0.0 1.0 0.0 false false 77800 77800 14874042 6127603 8746439 4861842 2421869 2439973 5961804 4972346 989458 2790168 2303159 487009 12740679 0 X 67614086 94727 744712 103691 943130 66670956 0 0 66670956 64704845 131466 103691 235157 64469688 0 0 64469688 Schedule D, Part V, Line 4 Intended uses of endowment funds THE PURPOSE IS TO ENDOW IN PERPETUITY THE POSITION OF HOSPIRA FOUNDATION ENDOWED MEDICAL DIRECTOR OF WOMEN'S HEALTH, THE TOP CLINICAL LEADER AT GRANTEE RESPONSIBLE FOR WOMEN'S HEALTH SERVICES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote EFHC and Foundation are exempt from income taxes on income from related activities under Section 501(c) (3) of the U.S. Internal Revenue Code and corresponding state tax law. ETHC is a single member limited liability company, and all income is included in the income of the individual member (EFHC). Accordingly, no provision has been made for federal and state income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Forms 990 for EFHC and Foundation have not been subject to examination by the Internal Revenue Service or the state of Illinois for the last three years. Erie does not expect the total of unrecognized tax benefits to significantly change in the next 12 months. Erie did not have any amounts accrued or recognized for interest and penalties at June 30, 2018 and 2017. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Fundraising expense - 103691 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising expense - 103691 Annual Luncheon 235595 204405 31190 33581 0 42780 Eriedescence 49897 21287 28610 18469 1050 7811 0 285492 225692 59800 52050 1050 50591 103691 -43891 true Community Counseling Centers of Chicago 4740 N Clark Street Chicago IL 60640 237115384 501(c)(3) 33703 Healthy Minds, Healthy Children and Healthy Chicago WOMEN EMPLOYED 65 E WACKER DRIVE SUITE 1500 CHICAGO IL 60601 362969526 501(C)(3) 5000 GENERAL SUPPORT SWEDISH COVENANT HOSPITAL FOUNDATION 5145 N CALIFORNIA AVE CHICAGO IL 60625 205055155 501(C)(3) 10000 GENERAL SUPPORT PUERTO RICAN CULTURAL CENTER 2739 W DIVISION STREET CHICAGO IL 60622 237347778 501(C)(3) 5000 GENERAL SUPPORT 4 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. A line item budget is submitted that includes allowable costs that align with the program's needs. Erie reviews and then approves the budget. Quarterly invoices are submitted to Erie, along with supporting documentation for all expenses that were included. The invoices are compared to the budgeted line items; only budgeted expenses should be included. The invoices are audited by an accountant on Erie's. Any discrepancies are questioned and followed up on. Once all expenses are verified, the invoice is signed off on and processed for payment via a check request. A tracker is kept to compare budget to invoiced to ensure that no lines are overspent. The monthly trackers are sent to the program manager for review. X X X X X false false false false false false false false false LEE FRANCIS PRESIDENT & CEO 259296 0 62971 0 930 0 25900 0 3370 0 352467 0 0 0 DAVID R BUCHANAN CHIEF CLINICAL OFFICER - UNTIL 11/24/2017 223936 0 23187 0 13204 0 5851 0 22636 0 288813 0 0 0 DAVID C BRUCE CHIEF FINANCIAL OFFICER 219361 0 20067 0 721 0 4560 0 17961 0 262670 0 0 0 AMY VALUKAS CHIEF OPERATING OFFICER 164817 0 15183 0 450 0 5961 0 24047 0 210458 0 0 0 MARK T SIMON Medical Director - UNTIL 12/1/2017 177161 0 43505 0 11487 0 4293 0 524 0 236969 0 0 0 JOANNE M SARROZA OB/GYN Physician 212885 0 16690 0 525 0 1062 0 13317 0 244480 0 0 0 CAROLINE M HOKE HOSPIRA FOUNDATION ENDOWED MEDICAL DIRECTOR/CHIEF CLINICAL OFFICER 201697 0 20218 0 45 0 0 0 14712 0 236672 0 0 0 DEBORAH L EDBERG FAMILY PRACTICE PHYSICIAN 199836 0 21881 0 45 0 5024 0 29940 0 256726 0 0 0 REBEKAH E OSGOOD OB/GYN Physician 191421 0 25673 0 45 0 4589 0 14089 0 235817 0 0 0 X 6 35828 Market value 0 false false false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS THAT IT RECEIVED. Form 990, Part VI, Line 1a Delegate broad authority to a committee The members of the Executive Committee shall be the Chair, the Vice Chair, the Treasurer, the Secretary, the Quality Improvement Committee chair, the Strategy Committee chair, the Board Development Committee chair, the Patient Services Committee chair, the immediate past Chair and other members as nominated by the Chair and approved by the Board. At least one member of the Executive committee shall be a user director. The CEO shall serve, ex officio, as a nonvoting member of the Executive Committee. The Executive Committee may, to the extent the Board of Directors is unable to act, act for the Board of Directors in emergency situations for the duration of the Board of Directors' inability to act. However, all Executive Committee actions are subject to approval and/or repeal by the Board of Directors and the Executive Committee shall not take any action that would prevent the Board of Directors from repealing the action without liability to the Corporation. Form 990, Part VI, Line 11b Review of form 990 by governing body ERIE FAMILY HEALTH CENTER (EFHC) USES A THIRD PARTY (INDEPENDENT CPA FIRM) TO PREPARE ITS Form 990. UPON THE FORM'S COMPLETION, A COPY IS PROVIDED TO EFHC'S MANAGEMENT FOR REVIEW AND THEN SUBSEQUENTLY REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY NECESSARY CHANGES ARE COMMUNICATED TO THE CPA FIRM AND INCORPORATED AS APPROPRIATE. ONCE THE form 990 draft IS FINALIZED A COPY IS MADE AVAILABLE TO THE BOARD OF DIRECTORS. THE THIRD PARTY WILL THEN FILE THE form 990 ON EFHC'S BEHALF. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS, DIRECTORS, KEY EMPLOYEES, AND MEMBERS OF THE BOARD ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. ANY CONFLICT OF INTEREST SHALL BE REFERRED TO THE CCO FOR AN INITIAL REVIEW AND EVALUATION. IF THE CCO DEEMS THE MATTER TO BE A CONFLICT OF INTEREST, HE OR SHE SHALL REFER TO THE BOARD FOR FINAL DETERMINATION. THE CCO IS RESPONSIBLE FOR MAINTAINING APPROPRIATE RECORDS TO ENSURE THAT ANY REPORTED CONFLICTS ARE TRACKED AND ADDRESSES IN ACCORDANCE WITH THE POLICY. Form 990, Part VI, Line 15a Process to establish compensation of top management official PERIODICALLY ERIE REQUESTS COMPENSATION RANGES FOR POSITIONS AT ERIE AS ERIE GROWS OR RESPONSIBILITIES CHANGE. OUR COMPENSATION CONSULTANT REVIEWS THE JOB DESCRIPTIONS, OFTEN SETS UP A TIME TO REVIEW THE JOB DESCRIPTION WITH THE MANAGER OR ERIE'S HR DIRECTOR. ONCE SHE IS COMFORTABLE THAT SHE UNDERSTANDS THE EXTENT OF THE RESPONSIBILITIES OF THE POSITION SHE COMPARES IT TO A FEW PUBLISHED COMPENSATION SURVEYS (CHICAGO METRO/MCHC/TOWERS WATSON/MERCER) AND CONTACTS PHYSICIAN GROUPS AND A FEW HOSPITALS TO GET MORE RECENT COMPENSATION DATA AND A CLEARER PICTURE OF THE RECRUITMENT AND RETENTION CLIMATE. HER RECOMMENDATIONS ARE REVIEWED BY THE EXECUTIVE LEADERSHIP TEAM, FINANCE AND HR. WHEN THE COMPENSATION DATA IS FOR OFFICERS OF THE ORGANIZATION (AKA EXECUTIVE LEADERSHIP TEAM) THE COMPENSATION DATA IS REVIEWED BY THE PRESIDENT AND CEO FOR OFFICERS (OTHER THAN HIMSELF) AND APPROVED BY FINANCE AND HR. THE PRESIDENT'S ADJUSTMENTS ARE INITIATED AND APPROVED BY THE BOARD PRESIDENT. THIS PROCESS IS CONDUCTED AND REVIEWED ON AN ANNUAL BASIS. Form 990, Part VI, Line 15b Process to establish compensation of other employees PERIODICALLY ERIE REQUESTS COMPENSATION RANGES FOR POSITIONS AT ERIE AS ERIE GROWS OR RESPONSIBILITIES CHANGE. OUR COMPENSATION CONSULTANT REVIEWS THE JOB DESCRIPTIONS, OFTEN SETS UP A TIME TO REVIEW THE JOB DESCRIPTION WITH THE MANAGER OR ERIE'S HR DIRECTOR. ONCE SHE IS COMFORTABLE THAT SHE UNDERSTANDS THE EXTENT OF THE RESPONSIBILITIES OF THE POSITION SHE COMPARES IT TO A FEW PUBLISHED COMPENSATION SURVEYS (CHICAGO METRO/MCHC/TOWERS WATSON/MERCER) AND CONTACTS PHYSICIAN GROUPS AND A FEW HOSPITALS TO GET MORE RECENT COMPENSATION DATA AND A CLEARER PICTURE OF THE RECRUITMENT AND RETENTION CLIMATE. HER RECOMMENDATIONS ARE REVIEWED BY THE EXECUTIVE LEADERSHIP TEAM, FINANCE AND HR. THIS PROCESS IS CONDUCTED AND REVIEWED ON AN ANNUAL BASIS. Form 990, Part VI, Line 19 Required documents available to the public EFHC GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. REQUESTS ARE REQUIRED TO BE IN WRITING. Form 990, Part VIII, Line 2f Other Program Service Revenue Medical Records Income - Total Revenue: 3279, Related or Exempt Function Revenue: 3279, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Miscellaneous Income - Total Revenue: 28386, Related or Exempt Function Revenue: 28386, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; FORM 990, PART I, LINE 7A UNRELATED BUSINESS REVENUE THE FORM 990-T SHOWS UNRELATED BUSINESS INCOME IN THE AMOUNT OF $24,859. THIS AMOUNT IS COMPRISED SOLELY OF DISALLOWED TRANSPORTATION FRINGE BENEFITS. THIS IS NOT REFLECTED ON FORM 990, PART VIII, COLUMN C. AS A RESULT, FORM 990, PART I, LINE 7A IS $0. ERIE TITLE HOLDING COMPANY 1701 W SUPERIOR STREET CHICAGO IL 606225646 465259444 TITLE HOLDING ENTITY FOR ERIE FAMILY HEALTH CENTER IL 501(c)(2) ERIE FAMILY HEALTH CENTER true ERIE FAMILY HEALTH FOUNDATION INC 1701 W Superior Street Chicago IL 606225646 814172423 Support Erie Family Health Center IL 501(c)(3) Type I Erie Family Health Center true false false false true true false false false false false true false false false false false false false false ERIE TITLE HOLDING COMPANY K 73614 FMV ERIE FAMILY HEALTH FOUNDATION D 3401000 COST ERIE TITLE HOLDING COMPANY D 267200