2025-10-30T15:19:27-05:00 2024-12-31 994625061 CRI Advisors LLC 1001 3rd Avenue W Ste 500 Bradenton FL 34205 990 2024-01-01 591773262 MCR Health Inc MCRH 9417764000 101 Riverfront Blvd 101 Bradenton FL 34205 Melvin Price President & CEO 9417764000 2025-10-29 1 0 Christina Voltolina P00634327 9417470500 2025-10-29 2024 2025-03-06 01:10:19Z Dr Melvin Price 101 Riverfront Blvd 101 Bradenton FL 34205 169454656 0 X www.mcrhs.org X 1978 FL To provide medical, dental and mental health care services to all individuals including the uninsured in Florida . See Schedule O.Our mission is to provide all patients, including the underserved and uninsured, access to quality primary care and preventative health education , regardless of race, sex, disability or economic status. 13 13 1136 0 -217617 0 14512019 15279050 155935648 153359255 88057 -6113146 1138165 71091 171673889 162596250 0 0 0 0 89188178 89146615 0 0 0 85163687 79867383 174351865 169013998 -2677976 -6417748 100800822 93884291 69256399 68806982 31544423 25077309 To provide medical, dental and mental health care services to all individuals, including the underinsured, in Florida. 0 0 130141362 147534817 MCR Health, Inc., provided care to 176,177 patients, including the underinsured, in Manatee, DeSoto, Pasco and Sarasota Counties, Florida, for the year ending December 31, 2024. 130141362 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 137 0 1136 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Diane Harden 9417764000 101 Riverfront Blvd 101 Bradenton FL 34205 Mary Lydia Ruiz Chairman 1.00 X X 0 0 0 Reggie Bellamy Vice Chairman 1.00 X X 0 0 0 Kathleen Hargreaves Treasurer 1.00 X X 0 0 0 Edna Baugh Secretary 1.00 X X 0 0 0 Janene Amick Board Member 1.00 X 0 0 0 Leroy Washington Board Member 1.00 X 0 0 0 Dan J Friedrich Board Member 1.00 X 0 0 0 Vernon L DeSear Board Member 1.00 X 0 0 0 Shelli Freeland-Eddie Board Member 1.00 X 0 0 0 Robert Klement Board Member 1.00 X 0 0 0 Cynthia Langston Board Member 1.00 X 0 0 0 Yekaterina Chiaro Board Member 1.00 X 0 0 0 Jeane McCarthy Board Member 1.00 X 0 0 0 Melvin Price President and CEO 40.00 X 703790 0 59341 Monica Rider Chief Medical Officer / Me 40.00 X 404560 0 2815 Robert Hierak Chief Information Officer 40.00 X 307502 0 32928 Dianne Harden Senior Vice President of Finance 40.00 X 302562 0 720 Charles Johnson Chief Human Resources and Shared Services Officer 40.00 X 238170 0 8586 Prisca Garcia Chief Nursing Officer and 40.00 X 207918 0 38184 Wilfredo Rivera-Ortiz VP, OB/GYN 40.00 X 459780 0 29026 Nirmala Kishun Jit Sr VP, Population Health 40.00 X 381608 0 13963 Linda Snyder VP Plan Administration, Grants, and Special Projec 40.00 X 292113 0 1380 Dedrix Daka VP of Medical Affairs 40.00 X 214879 0 12239 Randy Heiser VP, Pharmacy 40.00 X 191109 0 14340 Amit Gupta VP, Cardiology 40.00 X 1180744 0 12239 Angelo Fernandes Physician, Gastroenterlogy 40.00 X 694485 0 29026 John Hill Physician, Pain Management 40.00 X 571519 0 28841 Mario Barrera del Aguila Physician, OB/GYN 40.00 X 403471 0 38184 Carlos Vazquez Physician, OB/GYN 40.00 X 416969 0 11699 Tabatha Ball Chief Operating Officer 40.00 X 199620 0 12239 Michael Retino Physician, Orthopedics 40.00 X 670547 0 38184 7841346 0 383934 18 1 1 0 Balanced Wellbeing LLC 5915 SW 49th Ave Ocala FL 34474 Mental Health Provider 23687365 Buchanan Ingersall & Rooney 401 E Jackson Street Ste 2400 Tampa FL 33602 Legal Services 3399788 Emerald Coast Memory Clinic LLC 755 Grand Blvd Ste 105B-278 Miramar Beach FL 32550 Mental Health Provider 1293350 Berkeley Research Group LLC 4890 W Kennedy Blvd 750 Tampa FL 33609 Consulting 563362 Shumaker Loop & Kendrick LLP 101 E Kennedy Blvd STe 2800 Tampa FL 33602 Legal Services 543277 5 12038689 3240361 15279050 Patient Fees 621110 153359255 153359255 153359255 18533 18533 509110 726727 -217617 -217617 -217617 6131679 -6131679 -6131679 -6131679 Passthrough - 101 Riverfront Mana 621110 122882 122882 Gain on Sale Leaseback 621110 88835 88835 Miscellaneous 621110 67952 67952 9039 9039 288708 162596250 147534817 -217617 0 X 2307077 1961015 346062 72140940 57170348 14970592 9649341 7646702 2002639 5049257 4007319 1041938 3624194 3559829 64365 6661882 6661882 298298 298298 37202372 33297775 3904597 359235 359235 861822 649211 212611 98317 37798 60519 1233521 1040549 192972 3427850 3350454 77396 2199200 1786405 412795 Operating supplies 5529865 4687712 842153 Data processing 4724181 2211976 2512205 Rents & Leases 4676140 3128843 1547297 Dues and subscriptions 3195145 1757330 1437815 5775361 3848096 1927265 169013998 130141362 38872636 0 5122735 9232328 15721705 17283838 645809 810183 2727253 2351545 47831807 22986067 25523721 24845740 1845632 1588548 6324658 0 42889309 37772109 100800822 93884291 11507374 12219337 1039086 853958 13261569 14143107 43448370 41590580 69256399 68806982 X 31544423 25077309 31544423 25077309 100800822 93884291 X -6417748 16140 -65506 X 0 1 X 1 1 1 X 23011432 30883912 16983695 14512019 15279050 100670108 23011432 30883912 16983695 14512019 15279050 100670108 100670108 3916 13243 9605 40946 18533 86243 100756351 688545709 0.99910 0.99930 X 0 0 0 0 0 1 20000 0 0 0 20000 0 Part II-B, Line 1: Lobbying activities are a contractual agreement with a registered lobbyist to educate and inform government officials and their respective staffs of MCR Health, Inc.'s mission. The lobbying efforts assist MCR Health, Inc. in its ability to provide primary and ancillary health care services, including its emergency room diversion programs, in Manatee, Sarasota and DeSoto counties. 2167397 2167397 23260771 21039934 2220837 5938646 1784154 4154492 16464993 161979 16303014 24845740 Construction in Progress 21535 Deposits 168043 457(b) Salary Deferrals 129999 Operating Lease Right-of-Use Assets, Net 37313958 Finance Leaes Right-of-Use Assets, Net 138574 37772109 457(b) Salary Deferrals 129999 Insurance Overpayments 79230 Operating Lease Liabilities 41381351 41590580 163257471 661221 661221 162596250 0 162596250 169740725 726727 726727 169013998 0 169013998 Part XI, Line 2d - Other Adjustments: Rental expenses - Bank of America Building 457,940. Rental expenses - Davita (Cortez) Building 268,787. GAAP to tax difference - 101 Riverfront, LLC -45,457. GAAP to tax difference - 101 Riverfront Manager, LLC -16,839. GAAP to tax difference - HealthCare for All LLLP -3,210. Part XII, Line 2d - Other Adjustments: Rental expenses - Bank of America Building 457,940. Rental expenses - Davita (Cortez) Building 268,787. X X X X X 0 0 0 0 0 0 0 0 0 Amit Gupta VP, Cardiology 1158244 0 0 0 22500 0 0 0 12239 0 1192983 0 0 0 Melvin Price President and CEO 673290 0 0 0 30500 0 0 0 59341 0 763131 0 0 0 Angelo Fernandes Physician, Gastroenterlogy 663985 0 0 0 30500 0 0 0 29026 0 723511 0 0 0 Michael Retino Physician, Orthopedics 670547 0 0 0 0 0 0 0 38184 0 708731 0 0 0 John Hill Physician, Pain Management 541019 0 0 0 30500 0 0 0 28841 0 600360 0 0 0 Wilfredo Rivera-Ortiz VP, OB/GYN 451980 0 0 0 7800 0 0 0 29026 0 488806 0 0 0 Mario Barrera del Aguila Physician, OB/GYN 403471 0 0 0 0 0 0 0 38184 0 441655 0 0 0 Carlos Vazquez Physician, OB/GYN 414802 0 0 0 2167 0 0 0 11699 0 428668 0 0 0 Monica Rider Chief Medical Officer / Me 401745 0 0 0 2815 0 0 0 2815 0 407375 0 0 0 Nirmala Kishun Jit Sr VP, Population Health 360808 0 0 0 20800 0 0 0 13963 0 395571 0 0 0 Robert Hierak Chief Information Officer 274574 0 0 0 32928 0 0 0 32928 0 340430 0 0 0 Dianne Harden Senior Vice President of Finance 301842 0 0 0 720 0 0 0 720 0 303282 0 0 0 Linda Snyder VP Plan Administration, Grants, and 292113 0 0 0 0 0 0 0 1380 0 293493 0 0 0 Charles Johnson Chief Human Resources and Shared Ser 229584 0 0 0 8586 0 0 0 8586 0 246756 0 0 0 Prisca Garcia Chief Nursing Officer and 169734 0 0 0 38184 0 0 0 38184 0 246102 0 0 0 Dedrix Daka VP of Medical Affairs 192379 0 0 0 22500 0 0 0 12239 0 227118 0 0 0 Tabatha Ball Chief Operating Officer 199620 0 0 0 0 0 0 0 12239 0 211859 0 0 0 Randy Heiser VP, Pharmacy 191109 0 0 0 0 0 0 0 14340 0 205449 0 0 0 Part I, Line 3 Compensation must be reviewed by the board and approved unanimously. Patrick J Carnegie Former President and CEO See Part V Supplemental Information 0 Schedule L, Part I, Line 1(c) The organization has identified excess benefit transactions as follows:Disqualified Person:Patrick J. Carnegie, Former President and CEO12118 Creole CourtParrish, FL 34219The organization has concluded that Mr. Carnegie acted within his capacity as an organization manager to approve real estate transactions resulting in excess benefit, related to Plaza Del Rio. This acquisition would never have been made if MCR had not been used as a tenant to fill the chronic vacancy that existed at the time of the transaction, at a purchase price that could not be substantiated given the circumstances. In addition, the transaction would not have occurred if MCR had not provided credit enhancement (i.e., MCR is a co-guarantor of the mortgage loan used to finance the acquisition), and if MCR had not made a substantial equity investment in the asset. Thus, all distributions are determined to be an excess benefit.The organization determined that excess benefit in the amount of $15,629 is attributed to Mr. Carnegie related this transaction during 2024.The organization has concluded that Mr. Carnegie acted within his capacity as an organization manager to approve real estate transactions resulting in excess benefit, related to HealthCare For All. The sale of the HealthCare for All portfolio in 2018 was based on a return rate (to the buyer) that was approx. 250-300 basis points (9.06% vs. 6-6.5%) in excess of the market return. As a result, the buyer acquired the assets at a discount (of approx. 30-35%) and subsequently is entitled to a rent stream that generates an unleveraged annual return of 250-300 basis points over the likely return that would be generated if this transaction had been executed on an arm's length and properly marketed basis. In addition, Mr. Carnegie acquired an equity interest in the buyer of the properties.The organization determined that excess benefit in the amount of $1,166 is attributed to Mr. Carnegie related this transaction during 2024. Form 990, Part VI, Section B, line 11b MCR Health, Inc.'s governing body reviews each Form 990, before it is filed with the Internal Revenue Service. The tax preparer works closely with the Chief Finance Officer to prepare a draft of the Form 990. Once a draft of the Form 990 is prepared, it will go before the Finance Committee for approval. Once the Finance Committee approves the draft of the Form 990, it then is presented to the entire Board of Directors for review. Form 990, Part VI, Section B, line 12c MCR Health, Inc. has a conflict of interest policy and all employees and officers must sign in writing that they understand and will abide with the policy. Form 990, Part VI, Section B, line 15 The board of directors establishes goals and objectives for the CEO to achieve prior to the start of the fiscal year. The board of directors evaluates the CEO's performance for the past year and make recommendations for the terms of the CEO's employment agreement for the next year. An independent compensation consultant is engaged to assist in the process and performs a compensation survey and study for the CEO and other top management officers and key employees. Form 990, Part VI, Section C, line 18 MCR Health, Inc. will make its tax return available to the public upon written request. Form 990, Part VI, Section C, line 19 MCR Health, Inc. makes its conflict of interest policy available to the public upon written request. Form 990, Part IX, line 11g Other professional contracted services: Program service expenses 4,771,509. Management and general expenses 3,866,037. Fundraising expenses 0. Total expenses 8,637,546. Behavioral health professional services: Program service expenses 28,295,486. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,295,486. Staffing Services: Program service expenses 230,780. Management and general expenses 38,560. Fundraising expenses 0. Total expenses 269,340. Form 990, Part XI, line 9: GAAP to tax differences - 101 Riverfront, LLC -45,457. GAAP to tax differences - 101 Riverfront Manager, LLC -16,839. GAAP to tax differences - HealthCare for All LLLP -3,210. AllCare Health Networks LLC 700 8th Avenue West Ste 101 Palmetto FL 34221 465223837 AllCare Health Networks, LLC is commercial provider network. FL MCR Health Inc Affinity Doc LLC 700 8th Avenue West Ste 101 Palmetto FL 34221 352551744 Affinity Doc LLC is a chronic care management entity. FL MCR Health Inc AllCare Options LLC Post Office Box 2023 Palmetto FL 34220 453999046 AllCare Options, LLC is an affordable care organization. FL MCR Health Inc Health Care for All LLLP 1001 3rd Ave W Suite 600 Bradenton FL 34205 825417809 FL 9049 104470 0 0 0.01300 101 Riverfront LLC 1001 3rd Ave W Suite 600 Bradenton FL 34205 844738879 FL 1357767 0 0 0.36000 101 Riverfront Manager LLC 1001 3rd Ave W Suite 600 Bradenton FL 34205 854016471 FL 122882 -252409 0 0 0.33340 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 Health Care for All LLLP K 1300966 US GAAP 101 Riverfront LLC K 764060 US GAAP