2022-05-11T13:34:40-05:00 2021-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2020-07-01 231909490 WELSH MOUNTAIN HEALTH CENTERS WELS 7173544711 584 SPRINGVILLE ROAD NEW HOLLAND PA 17557 ALISA JONES CEO 7173544711 2022-05-11 1 ALISA JONES 999009999 GARY J DUBAS P00252339 7177617910 2022-05-11 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z UNION COMMUNITY CARE ALISA JONES 584 SPRINGVILLE ROAD NEW HOLLAND PA 17557 29177535 0 X WWW.WELSHMOUNTAIN.ORG X 1973 PA WELSH MOUNTAIN HEALTH CENTERS OPERATE HEALTH CARE CENTERS IN NEW HOLLAND, LEBANON, DENVER, AND LANCASTER PA. 18 18 139 22 0 0 2917859 18219029 5863675 10104847 18691 779 1107240 852880 9907465 29177535 0 0 0 0 7059009 11320867 0 0 168938 2608151 5185525 9667160 16506392 240305 12671143 6185394 21446868 2379749 4534881 3805645 16911987 TO SPARK EQUITY THROUGH PATIENT-LED HEALTHCARE THAT WELCOMES AND STRENGTHENS OUR COMMUNITIES BY INTEGRATING BODY, MIND, AND HEART. 0 0 12348543 10957727 WELSH MOUNTAIN HEALTH CENTERS IS A SAFETY-NET PROVIDER OF MEDICAL, DENTAL, AND BEHAVIORAL HEALTH CARE AND ENABLING SERVICES TO MOSTLY LOW-INCOME AND UNINSURED RESIDENTS OF RURAL LANCASTER, CHESTER, BERKS AND LEBANON COUNTIES. AS A FEDERALLY QUALIFIED HEALTH CENTER, WELSH MOUNTAIN PROVIDES HEALTH SERVICES TO ASSIST EVERY PATIENT, REGARDLESS OF THEIR ABILITY TO PAY. WELSH MOUNTAIN'S SERVICE AREA IS DESIGNATED AS A MEDICAL, DENTAL, AND BEHAVIORAL HEALTH PROFESSIONAL SHORTAGE AREA, WITH A HIGH-POVERTY POPULATION. IN FY 2021, WELSH MOUNTAIN ADDRESSED THAT NEED BY PROVIDING COMPREHENSIVE, CULTURALLY COMPETENT, PRIMARY CARE SERVICES TO 34,846 PATIENTS. 12348543 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 4 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X DONNA L FETZER FINANCE DIRECTOR 7173544711 584 SPRINGVILLE ROAD NEW HOLLAND PA 17557 DAVID KREIDER CHAIR 2.00 X X 0 0 0 JAMES COX VICE CHAIR 1.00 X X 0 0 0 JOHN MICHAEL CORMANY TREASURER 1.00 X X 0 0 0 CINDY STEWART SECRETARY 1.00 X X 0 0 0 STEVE BATCHELOR BOARD MEMBER 1.00 X 0 0 0 MELODAY BLOCHBERGER BOARD MEMBER 1.00 X 0 0 0 BRIAN BURGESS BOARD MEMBER 1.00 X 0 0 0 THEODOARA CHAIRSELL EMERITUS MEMBER 1.00 X 0 0 0 STEPHEN CODY EMERITUS MEMBER 1.00 X 0 0 0 DENISE ELLIOT BOARD MEMBER 1.00 X 0 0 0 JOHN FARBER BOARD MEMBER 1.00 X 0 0 0 VINCE GLIELMIE EMERITUS MEMBER 1.00 X 0 0 0 MILLIE HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 FREIDA HUYARD BOARD MEMBER 1.00 X 0 0 0 CESAR LIRIANO BOARD MEMBER 1.00 X 0 0 0 JACQUELINE MCCAIN BOARD MEMBER 1.00 X 0 0 0 STU METZLER BOARD MEMBER 1.00 X 0 0 0 RODNEY REDCAY BOARD MEMBER 1.00 X 0 0 0 YALONDA RICE BOARD MEMBER 1.00 X 0 0 0 HEIDI SHIRK BOARD MEMBER 1.00 X 0 0 0 BOB SHOEMAKER BOARD MEMBER 1.00 X 0 0 0 JANNAT VERAS BOARD MEMBER 1.00 X 0 0 0 CORNELL WILSON BOARD MEMBER 1.00 X 0 0 0 DONNA FETZER CHIEF FINANCIAL OFFICER 40.00 X 113311 0 16177 ALISA JONES PRESIDENT AND CEO (POST MERGER) 40.00 X 0 240162 9778 MATHEW JOHNSON MEDICAL PROVIDER 40.00 X 230815 0 19557 JOSEPH WALDEN MEDICAL DIRECTOR 40.00 X 199572 0 18250 JACKIE CONCEPCION VP OF COMMUNITY OUTREACH 40.00 X 168165 0 17996 SANDEEP PATEL DENTIST 40.00 X 131594 0 17254 JOSEPH TRANCALE MEDICAL PROVIDER 40.00 X 139710 0 6372 ERICA FEDERER DENTIST 40.00 X 120686 0 15220 ROGER KIMBER MEDICAL PROVIDER 40.00 X 122315 0 12726 DASONJ NIXON DENTIST 40.00 X 113562 0 16390 1339730 240162 149720 11 0 1 0 0 12207247 5851985 159797 18219029 MEDICAID 621400 4329275 4329275 OTHER THIRD PARTY 621400 2230232 2230232 304B REVENUE 621400 1317465 1317465 PRIVATE INSURANCE 621400 1024378 1024378 MEDICARE 621400 634718 634718 568779 568779 10104847 779 779 3773 0 3773 3773 3773 MISCELLANEOUS 900099 849107 849107 849107 29177535 10957727 0 779 761052 583297 171656 6099 7845114 6030007 1752800 62307 2023594 1508390 497585 17619 691107 531207 154411 5489 34381 17971 16357 53 143718 75120 68375 223 1080424 564732 514017 1675 541248 432559 41539 67150 74824 39110 35598 116 634105 408345 225760 28238 15335 12903 49124 45595 3529 520911 425732 95179 43391 16007 27384 PHARMACEUTICALS 833554 833523 31 EQUIPMENT RENTAL, REPAI 255928 160923 95005 PRINTING AND POSTAGE 190212 145851 37218 7143 MISCELLANEOUS 186723 147057 39666 568744 367782 199898 1064 16506392 12348543 3988911 168938 1999884 5191168 172338 1646228 247248 4269950 91060 10887 55628 257531 18063319 8092488 3597371 9970831 21865 100273 6185394 21446868 909630 4304542 71462 1048024 158877 422095 0 2379749 4534881 X 3805645 16911987 3805645 16911987 6185394 21446868 12671143 435199 0 X X 0 1 X 1 1 1 X 1768705 1793997 2077446 3903519 18219029 27762696 1768705 1793997 2077446 3903519 18219029 27762696 27762696 1303 2068 35599 18691 4552 62213 179418 40290 46552 114648 849107 1230015 29054924 36293877 0.95550 0.96040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7464 7464 12131032 4745948 7385084 5869550 3315178 2554372 55273 31362 23911 9970831 X 29612734 435199 435199 29177535 0 29177535 16941591 435199 435199 16506392 0 16506392 PART X, LINE 2: THE CENTER IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED EXEMPT FUNCTION ACTIVITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT BELIEVES THE CENTER CONTINUES TO BE OPERATED IN SUCH A MANNER THAT IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THEREFORE, THERE IS NO SUCH PROVISION FOR INCOME TAXES. THE CENTER ADHERES TO THE PROVISIONS OF FASB ASC 740, INCOME TAXES. ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS TAKEN IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT COMPANIES EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. AN ORGANIZATION CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E., MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON THE TECHNICAL MERITS. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE CENTER HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE MORE LIKELY THAN NOT THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018. X X X 0 0 0 0 0 0 0 0 0 MATHEW JOHNSON MEDICAL PROVIDER 230815 0 0 0 0 0 9536 0 10021 0 250372 0 0 0 ALISA JONES PRESIDENT AND CEO (POST MERGER) 0 240162 0 0 0 0 0 0 0 9778 0 249940 0 0 JOSEPH WALDEN MEDICAL DIRECTOR 199572 0 0 0 0 0 7234 0 11016 0 217822 0 0 0 JACKIE CONCEPCION VP OF COMMUNITY OUTREACH 168165 0 0 0 0 0 7026 0 10970 0 186161 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MCKONLY & ASBURY, LLP WITH INFORMATION PROVIDED BY THE FINANCE DIRECTOR AND THE CHIEF EXECUTIVE OFFICER OF THE CENTER. IN ADDITION, IT IS PREPARED AFTER THE FINANCIAL AUDIT IS DONE BY MCKONLY & ASBURY LLP. THE FORM 990 IS PROVIDED TO, AND REVIEWED BY, THE FINANCE DIRECTOR, CEO, AND THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT AND AGREE TO COMPLY WITH THE POLICY. IN ADDITION, THEY WILL DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CENTER REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN THE EVENT OF A CONFLICT, THE INDIVIDUAL WITH SUCH CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATION AND VOTING REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A AS PART OF THE APPROVAL OF THE ANNUAL OPERATING BUDGET, THE BOARD OF DIRECTORS APPROVES THE CEO'S SALARY, AND THE CEO APPROVES ALL OTHER STAFF COMPENSATION. PART OF THE APPROVAL PROCESS USED IN DETERMINING COMPENSATION INCLUDES THE USE OF THE NATIONAL ASSOCIATION OF HEALTH CENTERS SALARY SURVEY, COMPENSATION DELIBERATIONS, AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.