Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 18,928,534 | 16,392,916 | 17,687,176 | 21,119,898 | 24,303,597 | 98,432,121 |
| 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 | 18,928,534 | 16,392,916 | 17,687,176 | 21,119,898 | 24,303,597 | 98,432,121 |
| 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) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 98,432,121 | |||||
Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 18,928,534 | 16,392,916 | 17,687,176 | 21,119,898 | 24,303,597 | 98,432,121 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 699,951 | 774,993 | 814,729 | 664,971 | 838,205 | 3,792,849 |
| 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.).. | 506,041 | 320,424 | 339,344 | 329,341 | 557,131 | 2,052,281 |
| 11 | Total support. Add lines 7 through 10 | 104,277,251 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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 on 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, 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 2021. 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 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS - 2017 AMOUNT: $ 506,041. 2018 AMOUNT: $ 320,424. 2019 AMOUNT: $ 339,344. 2020 AMOUNT: $ 329,341. 2021 AMOUNT: $ 557,131. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | (CONT'D) DENTAL SERVICES: ORAL HEALTH IS NECESSARY FOR OVERALL POSITIVE HEALTH OUTCOMES. PATIENTS WITH POOR ORAL HYGIENE ARE AT RISK FOR GUM DISEASE AND CAVITIES, AND STUDIES SHOW THESE PATIENTS ALSO ARE AT INCREASED RISK FOR HEART DISEASE AND STROKE. ADDITIONALLY, STUDIES HAVE SHOWN THAT DIABETIC PATIENTS WHO ALSO SUFFER FROM GUM DISEASE HAVE HIGHER HBA1C VALUES. ACCESS TO ADEQUATE DENTAL CARE IS DIFFICULT, PARTICULARLY FOR THE ADULT POPULATION. THIS IS DUE TO LIMITED COVERAGE OF DENTAL SERVICES BY PUBLIC INSURANCE PROGRAMS, SUCH AS MEDICAID AND MEDICARE. IN 2021, SWOPE HEALTH PROVIDED COMPREHENSIVE DENTAL CARE (SCREENINGS, EXAMINATIONS, X-RAYS, SEALANTS, FLUORIDE VARNISHES, RESTORATIONS, EXTRACTIONS, HYGIENE SERVICES INCLUDING TREATMENT OF GUM DISEASE, AND PROSTHETIC SERVICES INCLUDING PARTIALS, DENTURES, AND CROWN AND BRIDGE WORK) TO 7,900 ADULTS AND CHILDREN. WE OFFERED WALK-IN APPOINTMENTS AND SAME DAY SERVICES FOR PATIENTS WITH PAIN AND DENTAL EMERGENCIES. WE MADE A COMMITMENT TO PROVIDE SAME-DAY TREATMENT TO RESOLVE ISSUES. WE PRIORITIZE APPOINTMENTS FOR PEDIATRIC, OB, AND PATIENTS WITH CHRONIC CONDITIONS SUCH AS HIGH BLOOD PRESSURE OR DIABETES. WE INCREASED OUR MOBILE DENTAL SERVICES TO REACH 889 PATIENTS IN 2021. THIS INCLUDED VISITS TO 20 EARLY CHILDHOOD CENTERS WITH MID-AMERICA REGIONAL COUNCIL HEAD START POSITIONS FOR PATIENTS AGE THREE TO FIVE; ONE ELEMENTARY CHARTER SCHOOL AND KANSAS CITY PUBLIC SCHOOL CHILDREN KINDERGARTEN TO EIGHTH GRADES; SEVEN HOMELESS SHELTERS, INCLUDING MEN-ONLY SHELTERS, AND SHELTERS FOR WOMEN AND CHILDREN THAT INCLUDES A DOMESTIC VIOLENCE SHELTER. WE ALSO PROVIDED DENTAL SERVICES AT ONE-DAY EVENTS, SUCH AS BACK-TO-SCHOOL EVENTS, THROUGHOUT THE METROPOLITAN AREA INCLUDING KANSAS CITY, KANSAS. BEHAVIORAL HEALTH SERVICES: SWOPE HEALTH BEHAVIORAL HEALTH PROVIDED SERVICES TO MORE THAN 6,700 INDIVIDUALS IN 2021. THOSE INDIVIDUALS RECEIVED MORE THAN 100,000 SERVICES, SOME WHICH OCCURRED ON THE SAME DAY. THESE SERVICES INCLUDE COMMUNITY SUPPORT, INDIVIDUAL AND GROUP THERAPY, MEDICATION ASSESSMENT AND MANAGEMENT, SUBSTANCE USE TREATMENT, RESIDENTIAL TREATMENT, CRISIS INTERVENTION, AND CASE MANAGEMENT. THESE SERVICES ARE AVAILABLE FOR AGES 3 AND OVER. ADULTS ARE ALSO OFFERED PSYCHOSOCIAL REHABILITATION, INTEGRATED TREATMENT FOR SUBSTANCE USE, OPIOID TREATMENT, AND EMPLOYMENT SERVICES. THE POPULATION SERVED BY BEHAVIORAL HEALTH IS 60% AFRICAN-AMERICAN, 31% WHITE, NEARLY 5% HISPANIC WITH THE REMAINING COMPOSED OF INDIVIDUALS OF A VARIETY OF RACES. A MAJORITY, 73%, REPORT THEY ARE UNEMPLOYED. WE HAVE FOUND OUR CLIENTS FACE TRANSPORTATION, ECONOMIC, AND EDUCATIONAL CHALLENGES. AS CHALLENGES ARE IDENTIFIED, THE PROVIDERS HAVE ACCESS TO SOCIAL WORKERS, CASE MANAGERS, AND CARE COORDINATORS TO ASSIST THE CLIENT IN OBTAINING RESOURCES, PROVIDE ADDITIONAL EDUCATION, AND TO COORDINATE MULTIPLE TREATMENT PROVIDERS. SWOPE HEALTH BEHAVIORAL HEALTH, MEDICAL AND DENTAL SERVICES CONTINUE TO IMPROVE OUR SERVICE INTEGRATION. THIS HAS RESULTED IN INCREASED CARE COORDINATION, RESOURCE ATTAINMENT, AND BETTER PATIENT OUTCOMES. WE CONTINUE TO EXPLORE MULTIPLE SOLUTIONS TO PROVIDE THE BEST ARRAY OF SERVICES AS POSSIBLE. BEHAVIORAL HEALTH HAS ALSO ESTABLISHED COMMUNITY PARTNERSHIPS WITH OTHER COMMUNITY MENTAL HEALTH CENTERS, MEDICAL SCHOOLS, HEALTH CARE FOUNDATIONS, AND MORE. BY COLLABORATING, WE HAVE BEEN ABLE TO EXPAND RESOURCES THAT ARE AVAILABLE TO OUR CLIENTS. IN 2021 WE CONTINUED TO PROVIDE SERVICES IN MULTIPLE WAYS IN ORDER TO IMPROVE ACCESS TO CARE. THIS INCLUDES TELEHEALTH WITH REMOTE PROVIDERS AND THE ABILITY FOR INDIVIDUALS TO RECEIVE CARE IN THEIR HOME USING VIDEO AND/OR TELEPHONE. THE MAJORITY OF SERVICES ARE NOW BACK TO FACE-TO-FACE, BUT WE CONTINUE TO OFFER MULTIPLE WAYS TO RECEIVE CARE BASED ON THE PREFERENCES OF THE PEOPLE SERVED. ACCESS TO CARE REMAINS A TOP PRIORITY AS WE LOOK TOWARD NEW MODELS OF SERVICE DELIVERY, COMBINING REMOTE AND ON-SITE SERVICES TO MEET THE NEEDS OF CLIENTS. WE HAVE ALSO SEEN A CONTINUAL GROWTH IN THE NUMBER OF INDIVIDUALS SEEKING CARE AND BEING REFERRED TO CARE. THE NUMBER OF INDIVIDUALS REQUESTING SERVICES HAS RETURNED TO PRE-PANDEMIC LEVELS AND WE HAVE RETURNED TO WALK-IN SERVICES FOR INTAKES INTO CARE. OUR CARE COORDINATOR TEAM HAS SERVED AS A LINK BETWEEN HOSPITALS AND THE OUTPATIENT CLINICS. THEIR OUTREACH HAS SHORTENED THE LENGTH OF TIME IT TAKES TO ACCESS CARE, INCREASED SERVICES, WITH BETTER COLLABORATION BETWEEN THE REFERENTS AND THE TREATMENT TEAM. HOMELESS OUTREACH: IN 2021, SWOPE HEALTH ASSISTED MORE THAN 2,500 HOMELESS PATIENTS WITH HEALTH CARE, HOUSING AND OTHER ESSENTIAL SERVICES. OUTREACH SERVICES PROVIDED 1,851 FACE-TO-FACE HOMELESS INTAKE SCREENINGS IN ADDITION TO HUNDREDS OF VIRTUAL SCREENINGS. SWOPE HEALTH STAFF MEMBERS ARE ACTIVE IN THE HOMELESS COMMUNITY AND OFTEN VISIT SHELTERS, COMMUNITY DAY CENTERS, AND HOMELESS ENCAMPMENTS TO ASSESS BASIC MEDICAL AND BEHAVIORAL NEEDS OF THE HOMELESS. THE MOBILE MEDICAL UNIT CONTINUES TO BE WELL RECEIVED AND IS A TREMENDOUS RESOURCE FOR COMMUNITY OUTREACH. MOBILE HEALTH SERVICES WERE DISCONTINUED DURING THE COVID-19 PERIOD; HOWEVER, THE MMU WAS USED TO PROVIDE COVID-19 VACCINATION EVENTS TO BOTH THE COMMUNITY AND TO UNHOUSED INDIVIDUALS RESIDING IN SHELTERS AND TRANSITIONAL LIVING FACILITIES. IN 2021, THE MMU RESUMED SERVICES OUT IN THE COMMUNITY. SWOPE HEALTH IS A KEY AND INTEGRAL MEMBER OF THE HEALTH CARE NETWORK IN GREAT KANSAS CITY AND HAS DEVELOPED COLLABORATIVE AND PRODUCTIVE WORKING RELATIONSHIPS WITH NUMEROUS AND VARIED HEALTH CARE ORGANIZATIONS AND SOCIAL SERVICES AGENCIES. THESE COLLABORATIONS HELP SWOPE HEALTH BETTER MEET THE NEEDS OF INDIVIDUALS EXPERIENCING HOMELESSNESS. WE PROVIDED ON-SITE SERVICES, WHICH INCLUDED VACCINATIONS, TESTING, AND OUTREACH FOR RESTART, HOPE FAITH, BENILDE HALL, HEALING HOUSE, NEIGHBOR-2-NEIGHBOR, CITY UNION MISSION, SHELTER KC, SALVATION ARMY REHAB CENTER, HEARTLAND CENTER FOR BEHAVIORAL CHANGE, AND OTHERS. HEALTHCARE HOME: SWOPE HEALTH IS PARTICIPATING BOTH PRIMARY CARE AND BEHAVIORAL HEALTH HEALTHCARE HOME INITIATIVES SPONSORED BY THE STATE OF MISSOURI. THE PRIMARY CARE HEALTH HOME HAS AN AVERAGE ENROLLMENT OF 1,200 CLIENTS. THE BEHAVIORAL HEALTH, HEALTH CARE HOME HAS SEEN A NOTABLE GROWTH AVERAGING 600 CLIENTS MONTHLY WITH EXPANDED PROGRAM ENROLLMENT OF BOTH ADULTS AND ADOLESCENTS. BEHAVIORAL HEALTH HOME HAS HAD A POSITIVE CLINICAL IMPACT IN THE KEY AREAS OF CLIENT ENGAGEMENT, AVERAGING 85 PERCENT PARTICIPATION RATE IN ADULT PREVENTATIVE SCREENINGS AND 92 PERCENT PARTICIPATION RATE FOR ADOLESCENT PREVENTATIVE SCREENINGS, ALLOWING FOR EARLY INTERVENTION AS WELL AS IMPROVED HEALTH MEASURES IN THOSE WITH CHRONIC CONDITIONS IN THE AREAS OF DIABETES MANAGEMENT, REDUCTION OF HYPERTENSION AND HIGH CHOLESTEROL, AND INCREASED SMOKING CESSATION FOR POPULATION SERVED. THE PRIMARY CARE HEALTH HOME PROGRAM ALSO PROVIDES FOCUSED CARE COORDINATION FOR CLIENTS EXPERIENCING IMMEDIATE HEALTH CONCERNS, CONNECTING INDIVIDUALS TO RESOURCES AND OUTPATIENT CARE PROVIDERS TIMELY, AND EFFECTIVE TRANSITIONS IN CARE FOLLOWING AN EMERGENCY ROOM ENCOUNTER OR HOSPITALIZATION; ENSURING ACCESS AND UNDERSTANDING OF MEDICATIONS, SCHEDULING OF FOLLOW UP APPOINTMENTS WHEN NEEDED, AND REMOVING BARRIERS TO AFTER CARE WHEREVER POSSIBLE TO PREVENT UNNECESSARY RE-HOSPITALIZATIONS. THE PROGRAM MEETS 9 OUT OF 13 QUALITY MEASURES INCLUDING HYPERTENSION, DIABETES AND ASTHMA CONTROL. THE FOCUS OF BOTH HEALTH HOMES IS GREATER UTILIZATION OF THE HEALTH HOME TEAM FOR TREATMENT OF CHRONIC DISEASES AND PREVENTION WITH LESS INAPPROPRIATE USAGE OF EMERGENCY CARE AND REDUCTION OF UNWARRANTED HOSPITALIZATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PRESENTS AND DISCUSSES A DRAFT OF ITS FORM 990 WITH THE ORGANIZATION'S SENIOR MANAGEMENT, AS WELL AS THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE REMAINING BOARD MEMBERS ARE PROVIDED WITH A COPY FOR REVIEW AND COMMENT AS WELL AFTER FILING WITH THE INTERNAL REVENUE SERVICE. COMMENTS AND QUESTIONS OF THE REVIEWING INDIVIDUALS ARE ADDRESSED BY THOSE RESPONSIBLE FOR PREPARING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE ANNUALLY THE CONFLICT OF INTEREST DISCLOSURE FORM AND PROVIDE PERIODIC UPDATES TO THE FORM AS MAY BE NECESSARY. ANY CONFLICTS IDENTIFIED WILL REQUIRE RECUSAL OF THE DIRECTOR, OFFICER, OR KEY EMPLOYEE WHERE APPROPRIATE. A HUMAN RESOURCES REPRESENTATIVE REVIEWS THE CONFLICT OF INTEREST DISCLOSURES AND DETERMINES IF THERE IS A POTENTIAL CONFLICT. THE REPRESENTATIVE THEN FORWARDS THE DISCLOSURES WITH POTENTIAL CONFLICTS TO THE VICE PRESIDENT OF HUMAN RESOURCES WHO DETEREMINES IF THERE IS A CONFLICT AND IF FURTHER ACTION IS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S GOVERNANCE PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT/CEO INCLUDES AN ANNUAL REVIEW OF SUCH COMPENSATION BY THE COMPANY'S BOARD OF DIRECTORS. IN CARRYING OUT THIS ANNUAL REVIEW, THE BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ADVISE AND ASSESS THE REASONABLENESS OF THE COMPENSATION OF THE PRESIDENT/CEO AND OTHER MEMBERS OF THE SENIOR LEADERSHIP TEAM, NONE OF WHOM PARTICIPATE IN THIS REVIEW OF HIS/HER OWN COMPENSATION. THE BOARD ALSO CONSIDERS RECOMMENDATIONS FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF SWOPE HEALTH SERVICES. THE SHS EXECUTIVE COMMITTEE MET ONCE IN 2021 FOR THE SOLE PURPOSE OF REVIEWING CEO COMPENSATION AND MAKING A PERFORMANCE ADJUSTMENT IN ACCORDANCE WITH DATA PREVIOUSLY PRESENTED BY ITS INDEPENDENT COMPENSATION CONSULTANT. DECISIONS WERE COMMUNICATED TO THE VP OF HUMAN RESOURCES FOR IMPLEMENTATION. THE DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIALS STATEMENTS, AND FORM 990 ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, LINE 1A: | SWOPE HEALTH SERVICES, SWOPE PARKWAY HOUSING, INC., AND SWOPE HEALTH FOUNDATION ARE RELATED ENTITIES. AS A RESULT, BOARD OVERLAP EXISTS AMONG THESE ENTITIES, AND IT WOULD BE ADMINISTRATIVELY IMPRACTICAL FOR MEMBERS OF THE GOVERNING BOARD AND THE EXECUTIVE TEAM TO BREAKOUT THEIR HOURS DEVOTED AND REPORTABLE COMPENSATION AMONG EACH ORGANIZATION. THE AMOUNTS REPORTED AS REPORTABLE COMPENSATION FOR OFFICERS, UNLESS OTHERWISE NOTED ELSEWHERE IN PART VII, ARE FOR SERVICES RENDERED ON BEHALF OF SWOPE HEALTH SERVICES AND SWOPE PARKWAY HOUSING, INC. ALL REPORTABLE COMPENSATION, UNLESS OTHERWISE NOTED IN PART VII, IS PAID BY SWOPE HEALTH SERVICES. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S GOVERNANCE STRUCTURE INCLUDES A FINANCE COMMITTEE, WHICH IS A SEPARATE STANDING COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT PROCESS, INCLUDING REVIEWING AND DISCUSSING THE RESULTS OF THE ANNUAL AUDIT WITH THE INDEPENDENT ACCOUNTANT AS WELL AS THE SELECTION AND ENGAGEMENT OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
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