National Alliance of Wound Care, Inc. v. Morgan

2020 IL App (3d) 190691-U
CourtAppellate Court of Illinois
DecidedNovember 9, 2020
Docket3-19-0691
StatusUnpublished
Cited by2 cases

This text of 2020 IL App (3d) 190691-U (National Alliance of Wound Care, Inc. v. Morgan) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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National Alliance of Wound Care, Inc. v. Morgan, 2020 IL App (3d) 190691-U (Ill. Ct. App. 2020).

Opinion

NOTICE: This order was filed under Supreme Court Rule 23 and may not be cited as precedent by any party except in the limited circumstances allowed under Rule 23(e)(1).

2020 IL App (3d) 190691

Order filed November 9, 2020 ____________________________________________________________________________

IN THE

APPELLATE COURT OF ILLINOIS

THIRD DISTRICT

NATIONAL ALLIANCE OF WOUND CARE, ) Appeal from the Circuit Court INC., a not-for-profit corporation, ) of the 12th Judicial Circuit, ) Will County, Illinois. Plaintiff-Appellant, ) ) v. ) Appeal No. 3-19-0691 ) Circuit No. 18-L-317 NANCY MORGAN, DONNA SARDINA, ) WOUND CARE EDUCATION INSTITUTE, ) INC., and WILD ON WOUNDS ) PRODUCTIONS, INC., ) The Honorable ) Raymond E. Rossi, Defendants-Appellees. ) Judge, Presiding. ____________________________________________________________________________

JUSTICE LYTTON delivered the judgment of the court. Justices Schmidt and Wright concurred in the judgment. ____________________________________________________________________________

ORDER

¶1 Held: Trial court erred in dismissing plaintiff’s fraud claim against director and corporation where plaintiff alleged that director created and delivered invoices to plaintiff on behalf of corporation for services corporation did not perform, and plaintiff paid invoices believing they reflected legitimate charges. Trial court properly dismissed all other counts.

¶2 Plaintiff, National Alliance for Wound Care, Inc. (NAWCO), filed a 16-count amended

complaint against defendant corporations, Wound Care Education Institute, Inc. (WCEI) and Wild on Wounds Productions, Inc. (WOW), and their officers, Nancy Morgan and Donna Sardina,

alleging common law fraud, breach of fiduciary duty, conversion, consumer fraud, conspiracy and

breach of contract. Defendants filed a motion to dismiss, which the trial court granted, dismissing

all counts of plaintiff’s complaint. Plaintiff appeals, arguing that the trial court erred in dismissing

many of its claims. We reverse the trial court’s dismissal of plaintiff’s common law fraud claims

against Morgan and WCEI, affirm the court’s dismissal of the remaining counts of plaintiff’s

complaint, and remand for further proceedings.

¶3 BACKGROUND

¶4 Plaintiff NAWCO is a Wisconsin non-profit corporation that was incorporated in 2002 by

defendants Nancy Morgan and Donna Sardina. At its inception, Morgan and Sardina were the sole

members of NAWCO’s board of directors, and Sardina was its registered agent. The purpose of

NAWCO is to provide “[e]ducation and credentials for medical personnel in wound injuries.”

NAWCO developed national examinations and certifications in wound care and related medical

fields.

¶5 Soon after incorporating NAWCO, Morgan and Sardina incorporated a for-profit

Wisconsin corporation, Wound Care Education Institute, Inc. (WCEI). Morgan and Sardina were

the sole owners and operators of WCEI. WCEI is in the business of providing training and

education to medical professionals regarding skin, wound and ostomy care and management.

WCEI provides courses to assist healthcare workers in preparing for the national certification

exams developed by NAWCO.

¶6 Morgan also incorporated an Illinois for-profit corporation, Wild about Wounds (WOW).

Morgan is the president and registered agent of WOW. WOW is owned and operated by Morgan

2 and Sardina. WOW provides a national conference and trade show for health care professionals in

the wound care field.

¶7 In 2010, Morgan hired a bookkeeper, Karen Salutric, for NAWCO. Salutric has worked in

that position continuously since 2010. Morgan and Sardina were not on NAWCO’s board of

directors as of 2016 or anytime thereafter.

¶8 In April 2016, Morgan sent an invoice to NAWCO on behalf of WCEI for meeting room

rentals from January 2012 to April 2016, totaling $243,500. NAWCO paid that invoice upon

receipt. In September 2017, Morgan sent NAWCO an invoice on behalf of WCEI for meeting

room rentals from April 2016 to December 2017 for a total of $104,000. NAWCO paid the invoice

upon receipt. In October 2017, Morgan sent an invoice to NAWCO on behalf of WCEI for

“Application processing 2002-2006” totaling $300,000. NAWCO paid that invoice upon receipt.

Finally, in November 2017, Morgan sent NAWCO, on behalf of WCEI, an invoice for

“Application processing 1/1/2007-12/31/2011” in the amount of $350,000. Upon receipt,

NAWCO paid the invoice.

¶9 In April 2018, NAWCO filed an 18-count complaint against defendants WCEI, WOW,

Morgan and Sardina. The complaint alleged fraud, negligence, conversion, and breach of fiduciary

duty. Defendant Morgan filed a motion to strike the complaint, which the other defendants joined.

The trial court granted the motion, dismissing the complaint without prejudice.

¶ 10 In November 2018, NAWCO filed a 16-count first amended complaint, alleging common-

law fraud against Morgan (count 1), WCEI (count 10), and WOW (count 12); breach of fiduciary

duty against Morgan (counts 2 and 3) and Sardina (count 7); consumer fraud against Morgan

(count 4), WCEI (count 11), and WOW (count 13); conversion against Morgan (count 5);

3 conspiracy against Sardina (counts 6, 8 and 9), and breach of contract against WCEI (counts 14-

16).

¶ 11 In count 1, NAWCO alleged that the invoices Morgan submitted on behalf of WCEI in

April 2016, September 2017, October 2017, and November 2017, to NAWCO, which were

attached to the complaint as Exhibits A through D, were fraudulent because they contained charges

for work never performed by WCEI and/or work for which NAWCO had already paid WCEI.

NAWCO alleged:

“All of the above invoices, attached as Exhibits A-D, constitute false statements

of material fact upon which Plaintiff relied. Morgan knew the sums detailed on

Exhibits A-D were not due and owing to WCEI, but created them anyway with

knowledge of their falsity. This was done with the intent that NAWCO would rely

on these invoices and *** pay these sums over to Morgan's control. NAWCO

indeed relied on these invoices, paid them, and incurred damages as a direct and

proximate result.”

NAWCO also alleged that WOW submitted charges totaling $583,744.34 to NAWCO from 2006

to 2015, for expenses that “that have no basis and/or supporting documentation.” NAWCO alleged

that those charges were “not legitimate” because of “the utter lack of supporting documentation

for these significant charges.”

¶ 12 In counts 2 and 3, NAWCO alleged that Morgan was an “agent” and “fiduciary” of

NAWCO. In count 2, NAWCO alleged that Morgan breached her “fiduciary duty of care to

NAWCO” by submitting invoices to NAWCO that “caused the NAWCO to overpay WCEI and/or

WOW.” Count 3 alleged that Morgan breached her “fiduciary duty of loyalty to NAWCO” when

4 she “knowingly and intentionally provided invoices to NAWCO which caused the NAWCO to

overpay WCEI and/or WOW.”

¶ 13 In counts 4, 11 and 13, NAWCO alleged that Morgan, WCEI and WOW engaged in

consumer fraud by depriving NAWCO of funds. NAWCO alleged that defendants’ fraud “directly

involves consumer protection concerns because of NAWCO’s mission and objectives, as well as

WCEI’s status as a provider of continuing education to health care providers.”

¶ 14 In count 5, NAWCO alleged that Morgan committed conversion by “wrongfully

assum[ing] dominion over the NAWCO funds, not just by causing invoices to be submitted to

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2020 IL App (3d) 190691-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/national-alliance-of-wound-care-inc-v-morgan-illappct-2020.