2025-03-04T15:53:24-06:00 2023-12-31 994625061 CRI Advisors LLC 1001 3rd Avenue W Ste 500 Bradenton FL 34205 990 2023-01-01 591773262 MCR Health Inc MCRH 9417764000 101 Riverfront Blvd 101 Bradenton FL 34205 Melvin Price President & CEO 9417764000 2025-03-02 1 0 Christina Voltolina P00634327 9417470500 2025-03-02 2023 2025-03-06 01:10:19Z Dr Melvin Price 101 Riverfront Blvd 101 Bradenton FL 34205 172443677 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. 12 12 1230 0 -220051 0 16983695 14512019 144093668 155935648 -4355105 88057 75237 1138165 156797495 171673889 0 0 0 0 83913034 89188178 0 0 0 82927402 85163687 166840436 174351865 -10042941 -2677976 108928149 100800822 74646303 69256399 34281846 31544423 To provide medical, dental and mental health care services to all individuals, including the underinsured, in Florida. 0 0 135267407 157381921 MCR Health, Inc., provided care to 165,897 patients, including the underinsured, in Manatee, DeSoto, Pasco and Sarasota Counties, Florida, for the year ending December 31, 2023. 135267407 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 1 158 0 1 1230 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 1 1 0 0 0 0 1 1 1 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 Lynette Edwards Board Member 1.00 X 0 0 0 Shelli Freeland Eddie Esq Board Member 1.00 X 0 0 0 Garry Lowe Board Member 1.00 X 0 0 0 Daniel Jamie Board Member 1.00 X 0 0 0 Livia Leyva Board Member 1.00 X 0 0 0 Carlos Mendez Board Member 1.00 X 0 0 0 Steven Wicker Board Member 1.00 X 0 0 0 Maria Matute Board Member 1.00 X 0 0 0 Marie Aguilar Board Member 1.00 X 0 0 0 Melvin Price President and CEO 40.00 X 623555 0 28286 Jonathan Immordino CFO 40.00 X 202004 0 25591 Dianne Harden CFO 40.00 X 117115 0 127 Monica Rider Chief Medical Officer / Medical Director 40.00 X 398336 0 15819 Wilfredo Rivera-Ortiz VP, OB/GYN 40.00 X 398760 0 16987 Mark C Williams VP Behavioral Health 40.00 X 173269 0 253 Tabatha Ball Chief Operating Officer 40.00 X 157692 0 1585 Prisca Garcia Chief Nursing Officer and Accrediation 40.00 X 190865 0 18418 Linda Snyder Chief Administrative Officer 40.00 X 298924 0 1158 Robert Hierak Chief Information Officer/VP Fac 40.00 X 297307 0 13497 Dr Nirmala Kishun Jit Chief of Population Health 40.00 X 375692 0 20869 Amit Gupta VP, Cardiology 40.00 X 687824 0 24817 Michael Retino Physician, Orthopedics 40.00 X 658082 0 17863 Angelo Fernandes Physician, Gastroenterlogy 40.00 X 519772 0 37674 John Hill Physician, Pain Management 40.00 X 508881 0 40087 Brian Goldman Physician, Orthopedics 40.00 X 505919 0 22563 6113997 0 285594 200 0 1 0 Balanced Wellbeing LLC 5915 SW 49th Ave Ocala FL 34474 Mental Health Provider 18454106 Emerald Coast Memory Clinic LLC 755 Grand Blvd Ste 105B-278 Miramar Beach FL 32550 Mental Health Provider 1505025 JN Horst DO PLLC 1 Century Lane 501 Miami Beach FL 33139 Mental Health Provider 512000 Dr Manuel Gallego 111 South Pineapple Ave Unit 908 Sarasota FL 34236 Mental Health Provider 382170 Dr Brian Schmidt 537 Latitude Lane Osprey FL 34229 Mental Health Provider 300000 14 11710475 2801544 14512019 Patient Fees 621110 155935648 155935648 155935648 40946 40946 549737 769788 -220051 -220051 -220051 47111 0 47111 47111 47111 Miscellaneous 621110 1084852 1084852 Passthrough - 101 Riverfront Mana 621110 172430 172430 Gain on Sale Leaseback 621110 88835 88835 12099 12099 1358216 171673889 157381921 -220051 0 X 3233519 2734139 499380 72806853 61626063 11180790 8090348 6945557 1144791 5057458 4365157 692301 5148770 5047937 100833 6015992 6015992 422099 422099 117958 117958 37949585 27934624 10014961 336342 336342 1047030 918458 128572 105877 57128 48749 1507896 1253373 254523 3452620 3414700 37920 2149744 1830021 319723 Operating supplies 5890053 5005554 884499 Data processing 5071501 2117418 2954083 Rents & Leases 5003455 4134299 869156 Building repairs and ma 3022285 2530095 492190 7922480 5352884 2569596 174351865 135267407 39084458 0 7729095 5122735 16849038 15721705 442991 645809 2600842 2727253 46767981 21244260 25059054 25523721 1910733 1845632 7524227 6324658 46812169 42889309 108928149 100800822 9993870 11507374 929195 1039086 18418922 13261569 45304316 43448370 74646303 69256399 X 34281846 31544423 34281846 31544423 108928149 100800822 X -2677976 -59447 X 0 1 X 1 1 1 X 13424034 23011432 30883912 16983695 14512019 98815092 13424034 23011432 30883912 16983695 14512019 98815092 98815092 1064 3916 13243 9605 40946 68774 98883866 631414467 0.99930 0.99970 X 0 0 0 0 0 1 117958 0 0 0 117958 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 22530960 19249686 3281274 6327137 1879003 4448134 15742487 115571 15626916 25523721 Construction in Progress 1614061 Deposits 125421 457(b) Salary Deferrals 143530 Operating Lease Right-of-Use Assets, Net 40836613 Finance Leaes Right-of-Use Assets, Net 169684 42889309 457(b) Salary Deferrals 143530 Insurance Overpayments 180060 Operating Lease Liabilities 43124780 43448370 172384230 710341 710341 171673889 0 171673889 175121653 769788 769788 174351865 0 174351865 Part XI, Line 2d - Other Adjustments: Rental expenses - Bank of America Building 537,631. Rental expenses - Davita (Cortez) Building 232,157. GAAP to tax difference - 101 Riverfront, LLC -44,426. GAAP to tax difference - 101 Riverfront Manager, LLC -16,457. GAAP to tax difference - HealthCare for All LLLP 1,436. Part XII, Line 2d - Other Adjustments: Rental expenses - Bank of America Building 537,631. Rental expenses - Davita (Cortez) Building 232,157. X X X X X 0 0 0 0 0 0 0 0 0 Amit Gupta VP, Cardiology 500000 0 187824 0 0 0 0 0 24817 0 712641 0 0 0 Michael Retino Physician, Orthopedics 592840 0 65242 0 0 0 0 0 17863 0 675945 0 0 0 Melvin Price President and CEO 623555 0 0 0 0 0 0 0 28286 0 651841 0 0 0 Angelo Fernandes Physician, Gastroenterlogy 463461 0 56311 0 0 0 0 0 37674 0 557446 0 0 0 John Hill Physician, Pain Management 500000 0 8881 0 0 0 0 0 40087 0 548968 0 0 0 Brian Goldman Physician, Orthopedics 501075 0 4844 0 0 0 0 0 22563 0 528482 0 0 0 Wilfredo Rivera-Ortiz VP, OB/GYN 380310 0 11250 0 7200 0 0 0 16987 0 415747 0 0 0 Monica Rider Chief Medical Officer / Medical Dire 378336 0 20000 0 0 0 0 0 15819 0 414155 0 0 0 Dr Nirmala Kishun Jit Chief of Population Health 360692 0 15000 0 0 0 0 0 20869 0 396561 0 0 0 Robert Hierak Chief Information Officer/VP Fac 267307 0 30000 0 0 0 0 0 13497 0 310804 0 0 0 Linda Snyder Chief Administrative Officer 266154 0 32770 0 0 0 0 0 1158 0 300082 0 0 0 Jonathan Immordino CFO 182004 0 20000 0 0 0 0 0 25591 0 227595 0 0 0 Prisca Garcia Chief Nursing Officer and Accrediati 165865 0 25000 0 0 0 0 0 18418 0 209283 0 0 0 Mark C Williams VP Behavioral Health 168269 0 5000 0 0 0 0 0 253 0 173522 0 0 0 Tabatha Ball Chief Operating Officer 147692 0 10000 0 0 0 0 0 1585 0 159277 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 3948 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 $13,085 is attributed to Mr. Carnegie related this transaction during 2023.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 $2,707 is attributed to Mr. Carnegie related this transaction during 2023.Excess benefit transactions for Patrick J. Carnegie during 2023 total $15,792, resulting in a 25% excess benefit tax imposed on Mr. Carnegie in the amount of $3,948. Patrick J. Carnegie was no longer an organization manager during 2023. Form 990, Part VI, Section A, line 3 Berkley Research Group LLC was contracted to manage and approve disbursements of the organization. Form 990, Part VI, Section A, line 4 The bylaws were amended and restated. Significant changes are summarized as follows: The Service Area of the organization is defined to be four counties (Manatee, Sarasota, Pasco and Desoto), whereas the previous definition was the entire state of Florida. The maximum amount of board members increased from 15 to 25. One board member now must be a representative from the migrant or seasonal farmworker population. Provisions for appointing and approving emeritus board members were removed. Resignation of directors now is effective immediately from time of notice of resignation, instead of a mutually agreed upon date. Removal of board members now only requires a majority vote, whereas previously it required a two-thirds majority vote. Additional sections were added regarding Duty of Care and Conflict of Interest. There is now a term limit for board members at nine consecutive years. Upon reaching the term limit, a board member may be eligible for re-election one year after the end of the last term served. Additional responsibilities of the board include approving the 990, third-party audits, and the annual budget. Provisions were added to authorize the organization to purchase insurance on behalf of board members, directors, employees and other persons related to the organization. Expense reimbursements to board members now require board approval. Language was removed that previously allowed the CEO/President to appoint Vice Presidents. The committee structure has changed. The previous committees were Executive, Nominating, Compliance & Governance, and Finance. The new committees are Governance, Audit & Compliance, Finance, and Health Center Program. Board members now must disclose any gifts received from employees or vendors of the organization or as a result of being a board member, if the value exceeds $250 in a twelve-month period. 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 VII Contact Addresses for Officers, Directors, Etc Jonathan Immordino - 711 88th Street Northwest, Bradenton, FL 34209. Form 990, Part IX, line 11g Other professional contracted services: Program service expenses 3,618,959. Management and general expenses 9,845,340. Fundraising expenses 0. Total expenses 13,464,299. Behavioral health professional services: Program service expenses 23,342,466. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,342,466. Staffing Services: Program service expenses 973,199. Management and general expenses 169,621. Fundraising expenses 0. Total expenses 1,142,820. Form 990, Part XI, line 9: GAAP to tax differences - 101 Riverfront, LLC -44,426. GAAP to tax differences - 101 Riverfront Manager, LLC -16,457. GAAP to tax differences - HealthCare for All LLLP 1,436. 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 -288855 0 MCR Health Inc Health Care for All LLLP 1001 3rd Ave W Suite 600 Bradenton FL 34205 825417809 FL 12102 101260 0 0 0.01300 101 Riverfront LLC 1001 3rd Ave W Suite 600 Bradenton FL 34205 844738879 FL 1675438 0 0 0.36000 101 Riverfront Manager LLC 1001 3rd Ave W Suite 600 Bradenton FL 34205 854016471 FL 172430 -374545 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 1250995 US GAAP 101 Riverfront LLC K 798878 US GAAP