2023-03-09T15:07:25-06:00 2022-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2021-07-01 521638592 CHASE BREXTON HEALTH SERVICES INC CHAS 4108372050 1111 NORTH CHARLES STREET BALTIMORE MD 21201 ERIC TURNBAUGH CHIEF FINANCIAL OFFICER 4108372050 2023-01-31 1 ERIC TURNBAUGH 999009999 JULIA FLANNERY P00928918 4102469300 2023-01-31 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PATRICK MUTCH 1111 NORTH CHARLES STREET BALTIMORE MD 21201 143646560 0 X WWW.CHASEBREXTON.ORG X 1989 MD TO PROVIDE COMPASSIONATE AND INTEGRATED HIGH QUALITY HEALTH CARE THAT HONORS DIVERSITY, ADDRESSES HEALTH INEQUITIES, AND ADVANCES WELLNESS IN THE COMMUNITIES WE SERVE. 15 15 575 28 0 0 20299887 16648385 127458582 125491378 517951 1381735 -22494 -8599 148253926 143512899 794280 829893 0 0 42993601 47332829 0 0 523775 78682679 77720332 122470560 125883054 25783366 17629845 87054195 95183718 10297491 10806274 76756704 84377444 X TO PROVIDE COMPASSIONATE AND INTEGRATED HIGH QUALITY HEALTH CARE THAT HONORS DIVERSITY, ADDRESSES HEALTH INEQUITIES, AND ADVANCES WELLNESS IN THE COMMUNITIES WE SERVE. 0 0 62064600 92727946 PHARMACY - OFFERING A COMPLETE RANGE OF PRESCRIPTION MEDICATIONS, THE CHASE BREXTON PHARMACY PROVIDES CARE TO ALL CHASE BREXTON PATIENTS. THE CHASE BREXTON PHARMACY STAFF SPECIALIZES IN COMPLEX, CHRONIC ILLNESS MEDICATIONS AND TREATMENT PLANS AND PROVIDES INSIGHT AND EDUCATION TO ALL PATIENTS. ADDITIONALLY, BECAUSE NEARLY 10% OF OUR PATIENTS ARE HIV+, OUR PHARMACY PROVIDES A PARTICULAR FOCUS ON HIV-RELATED SUPPORT AND MEDICATIONS. SEE SCHEDULE O FOR MORE INFORMATION. 30949549 829893 18878721 MEDICAL - CHASE BREXTON'S BOARD CERTIFIED PRIMARY CARE PROVIDERS SERVED PATIENTS WITH AN EMPHASIS ON PROVIDING PATIENT-CENTERED CARE TO PEOPLE ACROSS THEIR LIFESPAN. CHASE BREXTON MAKES IT A PRIORITY TO PROVIDE EQUITY OF CARE TO UNDER-SERVED POPULATIONS. SEE SCHEDULE O FOR MORE INFORMATION. 5314797 9587641 MENTAL HEALTH - CHASE BREXTON'S DIVERSE BEHAVIORAL HEALTH SERVICES AND PROGRAMS FOCUS ON A WHOLE-PERSON PHILOSOPHY OF CARE TO HELP PATIENTS MANAGE ALL ASPECTS OF THEIR WELL-BEING, SO THEY CAN THRIVE. MENTAL HEALTH SERVICES PROVIDED BY CHASE BREXTON INCLUDE INDIVIDUAL THERAPY, COUPLES THERAPY, GROUP THERAPY, PSYCHIATRY, MEDICATION MANAGEMENT, ADDICTIONS COUNSELING, ADDICTIONS INTENSIVE OUTPATIENT PROGRAM, SMOKING CESSATION CLASSES, AND CLASSES TO CONTRIBUTE TO OUR PATIENTS' HAPPINESS AND HEALTH. OUR SERVICES ARE LGBTQ-AFFIRMING AND SENSITIVE TO THE PSYCHOLOGICAL ASPECTS OF HIV/AIDS. TREATMENT OPTIONS ARE DETERMINED BY THE INDIVIDUAL'S NEEDS. 5881469 4297070 OTHER PROGRAMS:SOCIAL WORK - SOCIAL WORKERS HELP PEOPLE HELP THEMSELVES, INCLUDING PEOPLE OF EVERY AGE, GENDER, GENDER IDENTITY, RELIGION, CULTURE, RACE, SEXUAL ORIENTATION, SOCIOECONOMIC STATUS OR COUNTRY OF ORIGIN. CASE MANAGEMENT IS A SUPPORT SYSTEM FOR ANYONE IN NEED OF NEARLY ANY TYPE OF SUPPORT TO MAKE THEIR QUALITY OF LIFE BETTER. CHASE BREXTON'S SOCIAL WORK DEPARTMENT ADHERES TO AND BASES ITS PROVISION OF SERVICES UPON THE PRINCIPLES AND VALUES ESTABLISHED BY THE NATIONAL ASSOCIATION OF SOCIAL WORKERS CODE OF ETHICS.DENTAL SERVICES - CHASE BREXTON'S DENTISTS AND DENTAL HYGIENISTS CAN HELP IMPROVE A PATIENT'S SMILE AND GET CHILDREN STARTED FOR A LIFETIME OF HEALTHY TEETH. THE DENTAL PROGRAM PROVIDES PREVENTATIVE CARE FOR CHILDREN AND ADULTS, RESTORATIVE CARE, REPLACEMENT CARE, EMERGENCY CARE, ROUTINE ORAL SURGICAL AND ENDODONTIC TREATMENTS AND COSMETIC AND ELECTIVE CARE.OB/GYN - CHASE BREXTON'S OB/GYN TEAM PROVIDES MEDICAL CARE TO PATIENTS FROM PUBERTY THROUGH MENOPAUSE AND BEYOND. ADULT AND ADOLESCENT GYNECOLOGY SERVICES INCLUDE ROUTINE PREVENTIVE CARE, PRE-CONCEPTION COUNSELING, INFERTILITY COUNSELING, PREGNANCY TESTING, GYNECOLOGICAL CARE INCLUDING ADVANCED LAPAROSCOPY, ENDOCRINOLOGY, MENOPAUSE CARE, STD COUNSELING AND OBSTETRICS. 5881469 4297070 104210415 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 21 0 1 575 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD PA X ERIC TURNBAUGH 4108372050 1111 NORTH CHARLES STREET BALTIMORE MD 21201 JUAN NEGRIN PRESIDENT 6.00 0.25 X X 0 0 0 RUSSELL MONTGOMERY TREAS-END 12/21, VP-BEG 1/22 6.00 0.25 X X 0 0 0 SANJEEV DEV DIR-END 12/21, TREAS-BEG 1/22 6.00 0.25 X X 0 0 0 KAYE GOOCH DIR-END 12/21, SEC-BEG 1/22 6.00 X X 0 0 0 PAULA TEAGUE SECRETARY-END 12/21 6.00 X X 0 0 0 KATHY WARD VICE PRESIDENT-END 12/21 6.00 X X 0 0 0 SAMUEL V FULLER DIRECTOR 4.00 X 0 0 0 RAHUL GOR DIRECTOR 4.00 X 0 0 0 DR DAMIAN CRAWFORD DIRECTOR 4.00 X 0 0 0 FT BURDEN DIRECTOR 4.00 X 0 0 0 JULIA KRIEGER DIRECTOR 4.00 X 0 0 0 JOSEPH FERLISE DIRECTOR 4.00 X 0 0 0 ALAYSIA PHILLIPS DIRECTOR 4.00 X 0 0 0 JESSICA OBAYAN DIRECTOR 4.00 X 0 0 0 OSCAR FRANKLIN DIRECTOR 4.00 X 0 0 0 LOIS ANDERSON DIRECTOR-BEG 5/22 4.00 X 0 0 0 NEIJMA CELESTINE DONNAR DIRECTOR-BEG 5/22 4.00 X 0 0 0 CRYSTAL SIMPSON DIRECTOR-END 12/21 4.00 X 0 0 0 PATRICK MUTCH CEO 40.00 1.00 X 348090 0 86990 ERIC TURNBAUGH CFO 40.00 1.00 X 300403 0 32822 AJAYE POPE COO 40.00 X 222116 0 20096 SEBASTIAN RUHS CMO 40.00 X 333306 0 21305 MAHRO ERSHADI VP, PHARMACY, STRATEGY & BUS DEV 40.00 X 307209 0 4378 SHARON BISCO DIRECTOR, PSYCHIATRY 40.00 X 257630 0 17586 FRIBA FAQEERI SITE MEDICAL DIRECTOR 40.00 X 244013 0 14122 BILLY WOODWARD DIRECTOR, DENTAL SERVICES 40.00 X 221399 0 21581 TERRANCE LOVELL VP, HUMAN RESOURCES 40.00 X 214059 0 27250 IHUOMA EMENUGA SITE MEDICAL DIRECTOR (THRU 2/2/22) 40.00 X 205703 0 24983 2653928 0 271113 102 0 1 0 QUADRANT INCORPORATED 1881 CAMPUS COMMONS DRIVE SUITE 30 RESTON VA 20191 TEMPORARY PERSONNEL 1714352 VISUALUTIONS 7440 MINTWOOD LANE SPRING TX 77379 REVENUE CYCLE FEES 1507030 VVC HOLDING CORP PO BOX 840952 DALLAS TX 75284 EMR HOSTING AND LICENSING 1183069 RX BENEFITS PO BOX 896503 CHARLOTTE NC 28289 PHARMACY BENEFIT ADMINISTRATOR 894171 AEROTEK INC 3689 COLLECTION CTR DR CHICAGO IL 60693 TEMPORARY PERSONNEL 829713 36 264280 13699054 2685051 16648385 NET PATIENT SERVICE RE 624100 122550988 122550988 PATIENT RELATED SERVIC 624100 2879363 2879363 OTHER REVENUE 624100 61027 61027 125491378 1381735 1381735 48750 0 48750 48750 48750 76312 264280 133661 -57349 -57349 143512899 125491378 0 1373136 829893 829893 1706888 305089 1401799 39061962 32881152 5895107 285703 617315 478005 129222 10088 3243432 2613441 606191 23800 2703232 2194455 487345 21432 64319 64319 93705 93705 3952253 1739340 2212913 536031 8492 523227 4312 2398633 275526 1962250 160857 2500729 544102 1943084 13543 4010872 6756 4004116 27716 18145 9571 48202 13347 34855 4529 4529 1297270 526781 770489 266606 266606 MEDICAL SUPPLIES & DRUG 58575571 58575571 BAD DEBT 2958716 2958716 RECRUITING & RETENTION 645245 645245 LICENSES, DUES, SUBSCRI 152842 73837 79005 187093 167767 15286 4040 125883054 104210415 21148864 523775 6164169 7649210 8048458 4019981 2217208 2484877 9710817 8190511 1890002 1867293 1123456 2113883 22013373 15026255 6010846 6987118 19844604 26179362 31567518 35204002 477117 487481 87054195 95183718 8261424 8166419 52333 144390 290284 1693450 2495465 10297491 10806274 X 75612255 83542872 1144449 834572 76756704 84377444 87054195 95183718 17629845 -10009105 0 X 0 1 X 1 1 1 X 9591921 9451619 10800851 20299887 16648385 66792663 9591921 9451619 10800851 20299887 16648385 66792663 66792663 808479 1359841 877940 517951 1430485 4994696 71787359 522646550 0.93040 0.93740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7562458 3913718 3648740 13594832 11112537 2482295 856083 856083 6987118 ISHARES CORE S&P 500 ETF 13822099 F ISHARES TR ESG AWR MSCI USA 9731228 F ISHARES TR CORE TOTAL USD 6779147 F ISHARES TR EAFE VALUE ETF 4865681 F INVESTMENT - PRIORITY PARTNERS 100 C INVESTMENT - MCHS, INC 100 C INVESTMENT - BALTIMORE COMMUNITY FOUNDATION 5294 F INVESTMENT - MD PRIMARY CARE NETWORK 353 C 35204002 DUE TO RELATED PARTY 336327 ESTIMATED SELF-INSURANCE COSTS 328989 DEFERRED RENT 1598526 DEFERRED COMPENSATION 231623 2495465 133665815 -10009105 28360 -9980745 143646560 -133661 -133661 143512899 128541212 28360 2629798 2658158 125883054 0 125883054 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHASE BREXTON REALTY, INC. REVENUE 155,000. ELIMINATION ENTRY -155,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -133,661. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHASE BREXTON REALTY, INC. EXPENSES 2,651,137. ELIMINATION ENTRY -155,000. FUNDRAISING EXPENSES 133,661. GALA 340592 264280 76312 0 18016 32525 36247 18134 28739 340592 264280 76312 18016 32525 36247 18134 28739 133661 -57349 1 TRANSPORTATION ASSISTANCE 13408 46929 NUTRITIONAL ASSISTANCE 3542 177111 UTILITY ASSISTANCE 36 27130 COMMUNICATION ASSISTANCE 24928 448697 HOUSING ASSISTANCE 73 76510 EYE CARE ASSISTANCE 29 8277 MISCELLANEOUS ASSISTANCE 405 45239 PART I, LINE 2: THE ORGANIZATION SELECTS GRANT RECIPIENTS BASED ON IMMEDIATE NEED. FUNDS ARE USED IMMEDIATELY BY THE RECIPIENT. X X X 0 1 0 0 0 0 0 1 0 PATRICK MUTCH CEO 327467 0 19861 0 762 0 64416 0 22574 0 435080 0 0 0 SEBASTIAN RUHS CMO 302994 0 30250 0 62 0 9942 0 11363 0 354611 0 0 0 ERIC TURNBAUGH CFO 272450 0 27810 0 143 0 3856 0 28966 0 333225 0 0 0 MAHRO ERSHADI VP, PHARMACY, STRATEGY & BUS DEV 235303 0 71638 0 268 0 471 0 3907 0 311587 0 0 0 SHARON BISCO DIRECTOR, PSYCHIATRY 256234 0 1000 0 396 0 4952 0 12634 0 275216 0 0 0 FRIBA FAQEERI SITE MEDICAL DIRECTOR 242953 0 1000 0 60 0 12187 0 1935 0 258135 0 0 0 BILLY WOODWARD DIRECTOR, DENTAL SERVICES 220141 0 1000 0 258 0 0 0 21581 0 242980 0 0 0 AJAYE POPE COO 201060 0 21000 0 56 0 10127 0 9969 0 242212 0 0 0 TERRANCE LOVELL VP, HUMAN RESOURCES 195226 0 18540 0 293 0 0 0 27250 0 241309 0 0 0 IHUOMA EMENUGA SITE MEDICAL DIRECTOR (THRU 2/2/22) 204765 0 800 0 138 0 4942 0 20041 0 230686 0 0 0 PART I, LINE 4B PATRICK MUTCH, CEO WAS THE ONLY EMPLOYEE ELIGIBLE TO PARTICIPATE IN THE 457(F) SERP. THE PARTICIPANT BECOMES VESTED IN EACH ANNUAL EMPLOYER CONTRIBUTION CREDITED TO HIS ACCOUNT (INCLUDING DEEMED EARNINGS AND LOSSES ALLOCABLE TO THE CONTRIBUTION) ON JANUARY 1, 2023. THE ORGANIZATION CONTRIBUTED $50,058 TO PATRICK MUTCH'S 457(F) PLAN DURING THE YEAR WHICH HAS BEEN REPORTED ON SCHEDULE J, PART II, COLUMN C AS CURRENT YEAR DEFERRED COMPENSATION. PART I, LINE 7 NON-FIXED PAYMENTS: EMPLOYEE BONUSES ARE DETERMINED BASED ON MEASUREMENTS ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS. THESE MEASURES MAY INCLUDE, BUT ARE NOT LIMITED TO, STRATEGIC PLAN TARGETS AND QUALITY MEASURES. FORM 990, PART III, LINE 4A: PHARMACY SERVICES: DUE TO THE COMPLEX NATURE OF HIV TREATMENT, EVERY HIV PATIENT IS PROVIDED CARE THROUGH OUR INTENSIVE EDUCATION AND COMPREHENSIVE SUPPORT PROGRAM, MEDICATION SUPPORT TEAM (MST). THIS TEAM, WHICH HAS RECENTLY EXPANDED TO ALSO WORK WITH OTHER CHRONICALLY ILL PATIENTS, HELPS PATIENTS TO BETTER UNDERSTAND, MANAGE, AND COPE WITH THEIR MEDICATIONS AND DISEASES. CHASE BREXTON ALSO OFFERS HOME DELIVERY OF MEDICATIONS TO THOSE IN NEED. FORM 990, PART III, LINE 4B: MEDICAL SERVICES: WE PROVIDE CARE TO PATIENTS OF ALL AGES, RACES, GENDERS, GENDER IDENTITIES, RELIGIONS, SEXUAL ORIENTATIONS, ETHNICITIES, AND SOCIOECONOMIC STATUSES. BECAUSE OF OUR SPECIAL EMPHASIS ON AFFIRMING, OPEN CARE, WE HAVE FOUND THAT MORE THAN 20% OF OUR PATIENTS IDENTIFY AS LESBIAN, GAY, BISEXUAL, OR TRANSGENDER. WE ALSO STAFF BOARD CERTIFIED INFECTIOUS DISEASE PHYSICIANS TO CARE FOR THOSE WITH HIV, HEPATITIS C, AND OTHER INFECTIOUS DISEASES THAT HAVE TAKEN HOLD IN OUR COMMUNITIES. ADDITIONALLY, OUR ABILITY TO PROVIDE CARE FOR ALL IS OF PARTICULAR IMPORTANCE AS THE NUMBER OF UNINSURED WE SERVE HAS STEADILY RISEN IN THE PAST YEARS. 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 BY THE FINANCE DEPARTMENT OF THE ORGANIZATION. THE FORM 990 IS REVIEWED BY SENIOR LEADERSHIP AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE ORGANIZATION'S DIRECTORS, OFFICERS AND ANY OTHER INDIVIDUALS ASSOCIATED WITH THE ORGANIZATION. PER THE POLICY, NO INTERESTED PERSON SHALL PARTICIPATE IN THE ORGANIZATION'S SELECTION, AWARD OR ADMINISTRATION OF ANY CONTRACT OR GRANT, PAID IN WHOLE OR IN PART WITH FEDERAL FUNDS, IF A REAL OR APPARENT CONFLICT OF INTEREST WOULD BE INVOLVED. REQUIREMENTS SURROUNDING FQHC'S STIPULATE THAT BOARD MEMBERS ARE INDEPENDENT AND HAVE NO CONFLICTS OF INTEREST. POTENTIAL BOARD MEMBERS ARE INTERVIEWED AS TO WHETHER ANY CONFLICTS EXIST AND ELECTED MEMBERS ARE REQUIRED TO CERTIFY. REVIEW IS PERFORMED BY MANAGEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPANY HAS AN EXECUTIVE COMPENSATION COMMITTEE WHICH REVIEWS THE SALARIES AND BENEFITS FOR ALL OFFICERS ON AN ANNUAL BASIS USING COMPARABILITY DATA. MINUTES AND MEMOS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). CHASE BREXTON REALTY 1111 N CHARLES ST BALTIMORE MD 21201 461116883 R/E HOLDING MD 501(C)(3) LINE 12A, I CHASE BREXTON HEALTH SERVICES INC 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 CHASE BREXTON REALTY INC K 155000 FMV CHASE BREXTON REALTY INC E 155000 FMV