Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 3,062,895 | 3,570,875 | 3,594,943 | 3,813,882 | 3,985,525 | 18,028,120 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 3,062,895 | 3,570,875 | 3,594,943 | 3,813,882 | 3,985,525 | 18,028,120 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 18,028,120 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,062,895 | 3,570,875 | 3,594,943 | 3,813,882 | 3,985,525 | 18,028,120 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 138,618 | 177,546 | 85,991 | 160,740 | 215,613 | 778,508 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 154,115 | 93,933 | 123,250 | 131,750 | 110,500 | 613,548 |
| 11 | Total support. Add lines 7 through 10 | 19,420,176 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part II, Line 10 | Meaningful Use |
| Software ID: | 18007995 |
| Software Version: | v1.00 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part I, Line 4 | Board Member, Leigh Ann Gamble, works at Deaconess Health Systems. Echo purchases their EMR through Deaconess. Also, Echo receives gift in kind services and donations from Deaconess. Board Member, Jennifer Raibley, works at Fifth Third Bank. Echo has a checking account and had a loan at Fifth Third Bank. Board Member, Kendra Vanzo, is a Board Member for Southwestern Mental Health. Echo contracts employees from Southwestern Mental Health. Board Member, Kevin Chenault works at Blackstrap Media; Echo has a working relationship with Blackstrap Media. The Board of Directors of Echo Community Health Care are aware that some board members are consumers of Echo Community Health Care. As a Federally Qualified Health Center we are required to have over half of our members be consumers. The board understands this fact and accepts the independence of these members. The 2018 consumer board members were Lula Porter, John Todd, Gerald Arnold, Roberta Hoebeke, Bob Roye and Kevin Valadares. |
| Form 990, Part VI, Section B, Line 11b | Before filing the audit committee reviews the 990 in detail. The committee president and the CFO review the 990 in detail and any questions are discussed. A copy of the organization's final form 990 and required schedules are made available to each voting member of the board prior to filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | A conflict of interest can be considered to exist in any instance where the actions of activities of an individual or behalf of the organization also involve the obtaining of an improper gain or advantage, or an adverse effect of the organizations' interest. Conflicts of interest can also arise in others instances. Any decision that could result in an actual or perceived conflict of interest must be avoided. Those possibly affected by the policy should review it annually and completed the conflict of interest questionnaire each year. It is impossible to list every circumstance giving rise to a possible conflict of interest. Although many such potential conflicts are and will be deemed inconsequential, every individual of the ECHC has an ongoing responsibility to disclose situations that involve personal, familiar, or business relations that could be perceived as a conflict of interest. Any individual having a conflict of interest or possible conflict of interest on any matter should not vote or use personal influence on the matter. The minutes of the meeting should reflect that a disclosure was made and the abstention from voting. Any conflict of interest or possible conflict of interest on the part of an individual should be disclosed to the board and made a matter of record, either through the annual questionnaire procedure or when the interest becomes a matter of board action. In the case of the clinical and administrative staff, annual conflict of interest statements are reviewed and signed stating that they understand that they are required to disclose actions, activities or other employments that could be perceived by others as improper gain or an adverse effect on the organization's mission, client confidentiality or financial stability. ECHC's compliance policy and work plan is written to advise employees, contractors, and volunteers when and how to report wrong doing and of their protection against reprisal or retaliation for reporting. Any person who has knowledge of or, in good faith, suspects any wrongdoing in the documenting, coding, or billing for services, equipment, or supplies, in the ECHC financial practices, or violation of the standards o conduct should report it internally so that an investigation can be conducted and appropriate action taken. Retaliation or reprisal against anyone for such a report is strictly prohibited. The conflict of interest policy applies to all employees, volunteers, vendors, and board members. |
| Form 990, Part VI, Section B, Line 15 | Every two years ECHC does a study of the wages in our region, in our state, and national. The salary scale is then crested to reflect the average wages for each job description. This was last done in 2017. Each employee is eligible for an annual wage increase based on an across the board percentage. This is done at each employee's anniversary date. In setting the CEO's compensation, ECHO's board relies on recent compensation studies that provide compensation data for similarly qualified persons in comparable organizations to support its decision-making process. The CEO's compensation arrangement is subject to the independent boards review and approval. The board adequately documents its compensation determinations and deliberations regarding compensation in the board minutes on a timely basis. The last compensation study was done in 2017. The last review of Sandee Strader-McMillen's, CEO, compensation by the board president was in 2019. For all other officers and key employee's compensation, the CEO relies on recent compensation studies that provide date for similarly qualified persons in comparable organizations to support the decision-making process. The last compensation study was done in 2017. The last compensation review by the CEO for David Lippman was in September of 2018; for Carol Collier-Smith and Cindy Shea in March of 2019. |
| Form 990, Part VI, Section C, Line 19 | The organization does not make the governing documents, conflict of interest policy, and financial statements available to the public. |
| Software ID: | 18007995 |
| Software Version: | v1.00 |