2024-05-08T15:26:56-05:00 2023-06-30 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2022-07-01 421311646 IOWA PRIMARY CARE ASSOCIATION INC % TAMI GILLMORE IOWA 5153488061 500 SW 7TH STREET Suite 300 DES MOINES IA 50309 TAMI GILLMORE CFO 5153488061 2024-05-15 true TAMI GILLMORE 999009999 SHAWNELL LINOT P01663908 3162652811 3 2022 2023-04-26 12:10:37Z AARON TODD 500 SW 7TH STREET STE 300 DES MOINES IA 50309 8245130 false X WWW.IOWAPCA.ORG X 1988 IA ENHANCING COMMUNITY HEALTH CENTERS' CAPCAITY TO CARE. 14 14 55 16 0 0 3977806 4446014 3271574 3669545 439 6637 121710 122934 7371529 8245130 1385348 1522046 0 0 4093499 5028489 0 0 0 1699615 1477613 7178462 8028148 193067 216982 3027786 3481476 1316724 1553432 1711062 1928044 X ENHANCING COMMUNITY HEALTH CENTERS' CAPACITY TO CARE. false false 3239515 3427446 IOWA PRIMARY CARE ASSOCIATION HAS A MANAGEMENT AGREEMENT WITH IN CONCERTCARE, INC., A NON-PROFIT HEALTH CENTER CONTROLLED NETWORK RECOGNIZED BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION AND IOWA HEALTH CENTERS FOR ACCOUNTABILITY-WEST, LLC. IOWA PRIMARY CARE ASSOCIATION PERFORMS TECHNICAL SERVICES FOR IN CONCERTCARE, INC. IN A VARIETY OF AREAS INCLUDING CLINICAL APPLICATIONS EDUCATION, TRAINING AND SUPPORT, MEANINGFUL USE CERTIFICATION, CLINICAL QUALITY AND PERFORMANCE IMPROVEMENT, AND HEALTHCARE ANALYTICS AND REPORTING. IOWA PRIMARY CARE ASSOCIATION ALSO PROVIDES ALL ADMINISTRATIVE, FINANCIAL AND MANAGERIAL SERVICES FOR BOTH ORGANIZATIONS. 972482 270000 IOWA PRIMARY CARE ASSOCIATION PARTNERS WITH IOWA DEPARTMENT OF PUBLIC HEALTH TO PROVIDE ADVANCEMENT IN THE JEDI-B SPACE. THIS INCLUDED ASSESSMENTS WITH OUR IOWA FEDERALLY QUALIFIED HEALTH CENTERS' COMMUNITIES TO BE ABLE TO MEET ALL FQHC COMMUNITIES WHERE THEY ARE. WE ALSO DEVELOPED TRAINING AND ENGAGMENT TOOLS FOR FQHCS TO USE WITH STAFF, BOARD AND COMMUNITY MEMBERS. DEVELOPED TRAINING AND ENGAGMENT TOOLS FOR FQHCS TO USE WITH STAFF, BOARD AND COMMUNITY MEMBERS. 922546 IOWA PRIMARY CARE ASSOCIATION IS SUPPORTED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, HEALTH RESOURCES AND SERVICES ADMINISTRATION TO PROVIDE TECHNICAL, CLINICAL AND ADMINISTRATIVE NON-FINANCIAL ASSISTANCE TO FEDERALLY QUALIFIED HEALTH CENTER GRANTEES, LOOK-ALIKES AND MIGRANT HEALTH PROGRAMS IN IOWA TO MEET PROGRAM REQUIREMENTS AND IMPROVE PERFORMANCE. IN ADDITION, THE COMPANY WORKS WITH COMMUNITIES TO EVALUATE THE COMMUNITY HEALTH CENTER MODEL AS A SOLUTION TO A COMMUNITY'S NEED FOR INCREASED ACCESS TO HEALTH CARE. 2727602 1252046 242099 7862145 true true false true false false false false false false true true false true true false true false false false false false false false false false false true false true false false false false false false false false false false false false false true true true true false true X 33 0 true 55 true false false false false false false false false false false false false X 14 14 false false false false true true false true true false false false true true true true true true false false X TAMI GILLMORE 5153488061 500 SW 7TH STREET SUITE 300 DES MOINES IA 50309 AARON TODD CHIEF EXECUTIVE OFFICER 22.0 19.0 X 119508 105979 16830 KELLY FRETT CHIEF OPERATING OFFICER 22.0 18.0 X 102808 84116 12893 SARAH DIXON SR DIRECTOR PARTNERSHIPS & DEV 32.0 8.0 X 114295 28574 19254 AMANDA CARLSON DIRECTOR OF ACCOUNTING 27.0 13.0 X 72871 35891 18945 MICHAELA KELLER CLINICAL INFORMATICS MANAGER 22.0 18.0 X 58242 49614 18799 TAMI GILLMORE CHIEF FINANCIAL OFFICER 22.0 18.0 X 57539 47077 13679 JOY ALEXANDER TREASURER 1.0 1.0 X X 0 0 0 TONY FLORES BOARD MEMBER 1.0 1.0 X 0 0 0 MARI KAPTAIN-DAHLEN CHAIR 1.0 1.0 X X 0 0 0 RICH GEHRIG BOARD MEMBER 1.0 1.0 X 0 0 0 TOM BOWMAN SECRETARY 1.0 1.0 X X 0 0 0 SAMANTHA CANNON BOARD MEMBER 1.0 1.0 X 0 0 0 CHRISTINE KEMP BOARD MEMBER 1.0 1.0 X 0 0 0 EMILY TUSCHEN BOARD MEMBER 1.0 1.0 X 0 0 0 KELLY HUNTSMAN BOARD MEMBER 1.0 1.0 X 0 0 0 GARY COLLINS BOARD MEMBER 1.0 1.0 X 0 0 0 RENAE KRUCKENBERG BOARD MEMBER 1.0 1.0 X 0 0 0 JOE LOCK BOARD MEMBER 1.0 1.0 X 0 0 0 DANIEL ZINNEL VICE CHAIR 1.0 0.0 X X 0 0 0 BILL WYPYSKI BOARD MEMBER 1.0 1.0 X 0 0 0 URSULA LIVERMORE EX-OFFICIO BOARD MEMBER 1.0 0.0 X 0 0 0 DANIELLE O'BRIEN-DAY EX-OFFICIO BOARD MEMBER 1.0 0.0 X 0 0 0 LUCAS LEMBURG EX-OFFICIO BOARD MEMBER 1.0 0.0 X 0 0 0 525263 351251 100400 3 false true false PRIMARY CARE DEVELOPMENT CORPORATIO 45 BROADWAY SUITE 530 NEW YORK NY 10006 PROG DEV & CONSULT 197000 THE CHARTIS GROUP 220 W KINZIE 3RD FLOOR CHICAGO IL 60654 PROG DEV & CONSULT 130738 2 464464 3275184 706366 4446014 MANAGEMENT FEES 900099 3427446 3427446 RECRUITING INCOME 900099 9500 9500 ANNUAL MEETING 900099 228198 228198 OTHER REVENUE 900099 4401 4401 3669545 6637 6637 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIN ON INVESTMENT IN EQUITY INVESTEE 900099 122934 122934 122934 8245130 3669545 129571 1522046 1522046 0 0 0 303390 303390 0 3849539 3832778 16761 197909 197865 44 323309 323309 354342 353018 1324 20701 20701 11906 9852 2054 56304 56304 80749 80749 0 0 590760 590760 13012 11204 1808 81765 73831 7934 0 54235 54235 0 34128 34128 102758 88919 13839 0 191230 177536 13694 493 374 119 0 101252 101252 42887 42207 680 LICENSES, DUES, SUBSCRIPTIONS 34777 28543 6234 RECRUITING & RETENTION 58056 57808 248 REPAIRS & MAINTENANCE 2600 2588 12 8028148 7862145 166003 0 37819 93685 626794 753431 591726 547316 25348 24596 0 0 0 0 0 0 0 0 98194 110816 701635 281659 524204 419976 0 0 582160 705094 0 0 0 0 541541 826562 3027786 3481476 975568 852273 0 0 220385 131053 0 0 0 0 0 0 3600 0 0 0 117171 570106 1316724 1553432 X 1711062 1928044 0 0 1711062 1928044 3027786 3481476 216982 X false true X true true true X 2539207 2611317 3393972 3977806 4446014 16968316 0 0 2539207 2611317 3393972 3977806 4446014 16968316 555717 16412599 4111 2324 726 439 6637 14237 0 92161 67081 234065 121710 122934 637951 17620504 13431862 0.93145 0.96250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 19675 false false true 200 false true 80749 100624 false SCHEDULE C, LINE II-B, LINE 1(I) OTHER LOBBYING ACTIVITIES: THE ORGANIZATION PAYS CAMPBELL/PATTERSON CONSULTING, LLP AN ANNUAL FEE OF $80,749 FOR LOBBYING EFFORTS IN IOWA. 329502 130430 199072 372133 151229 220904 419976 IOWA HEALTH + 705094 F 705094 DUE FROM RELATED AFFILIATES 430296 ROU LEASE ASSET 396266 826562 0 ROU LEASE LIABILITY 570106 570106 8245130 8245130 8245130 8028148 8028148 8028148 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS true ALL CARE HEALTH CENTER 902 S 6TH STREET COUNCIL BLUFFS IA 51501 421466508 501(C)(3) 51133 IDPH COLCAN COMMUNITY HEALTH CARE 500 W RIVER DR DAVENPORT IA 52801 421060724 501(C)(3) 76500 GILEAD, IDPH COLCAN COMMUNITY HEALTH CENTER OF FORT DODGE 126 NORTH 10TH STREET FORT DODGE IA 50501 200597324 501(C)(3) 42156 HRSA NOHI COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IA 1706 WEST AGENCY ROAD WEST BURLINGTON IA 52655 421527584 501(C)(3) 216785 GILEAD, COLCAN, HRSA MNOHI, NACHC, VETADMIN CRESCENT COMMUNITY HEALTH CENTER 1690 ELM STREET STE 300 DUBUQUE IA 52001 481302204 501(C)(3) 45027 GILEAD, BRST/CERV, CC TRAINING, HRSA NOHI EASTERN IOWA HEALTH CENTER 1201 3RD AVENUE SE CEDAR RAPIDS IA 52403 202405575 501(C)(3) 78744 COLCAN, NACHC PEOPLES COMMUNITY HEALTH CLINIC 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(C)(3) 35661 GILEAD PRIMARY HEALTH CARE INC 1200 UNIVERSITY SUITE 200 DES MOINES IA 50314 421350092 501(C)(3) 137329 CC TRAINING, COLCAN, NACHC SIOUXLAND COMMUNITY HEALTH CENTER 1021 NEBRASKA STREET SIOUX CITY IA 51105 421374894 501(C)(3) 35000 GILEAD, BRST/CERV, COLCAN, HRSA NOHI IN CONCERTCARE INC 9943 HICKMAN RD STE 103 URBANDALE IA 50322 391899361 501(c)(4) 552432 HEALTH IT PROMISE COMMUNITY HEALTH CENTER 338 1ST AVENUE NW SIOUX CENTER IA 51250 205896415 501(C)(3) 74590 SAFETY NET RIVER HILLS COMMUNITY HEALTH CENTER 201 S MARKET ST OTTUMWA IA 52501 421489471 501(C)(3) 105625 IDPH COLCAN PROTEUS INC 1221 CENTER ST SUITE 16 DES MOINES IA 50309 421186501 501(C)(3) 28067 IDPH INFINITY HEALTH 302 NE 14TH STREET LEON IA 50144 391908462 501(C)(3) 32432 IDPH UNITED COMMUNITY HEALTH CENTER 715 W MILWAUKEE AVE STORM LAKE IA 50588 300225826 501(C)(3) 10567 IDPH 14 1 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: GRANTS PROVIDED INCLUDE THE DEPARTMENT OF VETERANS AFFAIRS, NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS, JSI RESEARCH TRAINING INSTITUTE, NATIONAL NURSE-LED CARE CONSORTIUM AND IOWA DEPARTMENT OF PUBLIC HEALTH GRANTS WHICH GRANTEES APPLY FOR. THE REQUESTS ARE REVIEWED AND GRANT MONEY IS AWARDED UPON APPROVAL. SCHEDULE I, PART II PASS THROUGH GRANTS & ASSISTANCE: THE ORGANIZATION HAS CONTRACTS WITH THE IOWA DEPARTMENT OF PUBLIC HEALTH, NATIONAL NURSE-LED CARE CONSORTIUM, NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS, MICHIGAN PRIMARY CARE ASSOCIATION AND DEPARTMENT OF VETERAN AFFAIRS TO PASS THROUGH GRANTS TO OTHER ORGANIZATIONS. CONTRACTS INCLUDE: IOWA DEPARTMENT OF PUBLIC HEALTH - BREAST AND CERVICAL CANCER SCREENING PROJECT, COLORECTAL CANCER SCREENING, NATIONAL NURSE-LED CARE CONSORTIUM - ROUTINIZING THE FOCUS OPT-OUT MEDICAL ASSISTANT-INITIATED PREVENTIVE SCREENING PROJECT, MICHIGAN PRIMARY CARE ASSOCATION - MIDWEST NETWORK FOR ORAL HEALTH INTEGRATION WORK PLAN AND BENCHMARKS, NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS - CONTINUOUS SUPPORT OF NACHC'S CDC FUNDED CANCER TRANSFORMATION WORK AND DEPARTMENT OF VETERAN AFFAIRS- PROJECT TO SUPPORT THE IOWA CITY VA HEALTH CARE SYSTEM AND RURAL HEALTH RESOURCES. THE ORGANIZATION IS AWARDED MONEY FROM THE ORGANIZATIONS LISTED ABOVE, AND THEN THAT MONEY IS DISBURSED TO THE OTHER PARTICIPATING ORGANIZATIONS. X X X false false false false false false false true false AARON TODD CHIEF EXECUTIVE OFFICER 113876 100984 5632 4995 0 0 6875 6096 2045 1814 128428 113889 0 0 KELLY FRETT CHIEF OPERATING OFFICER 96044 78582 6764 5534 0 0 5763 4715 1328 1087 109899 89918 0 0 SARAH DIXON SR DIRECTOR PARTNERSHIPS & DEV 104693 26174 9602 2400 0 0 6628 1657 8775 2194 129698 32425 0 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: BONUS PAYMENTS ARE BASED ON MEETING QUARTERLY PERFORMANCE GOALS AND ORGANIZATIONAL STRATEGIC GOALS. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES: IN ADDITION TO THE THREE LARGEST PROGRAMS, IOWA PRIMARY CARE ASSOCIATION PROVIDES OTHER TECHNICAL ASSISTANCE TO COMMUNITY HEALTH CENTERS AND MIGRANT HEALTH PROGRAMS IN IOWA IN THE AREAS OF ADVOCACY AND POLICY, PROVIDER RECRUITMENT AND WORKFORCE DEVELOPMENT, HEALTH INFORMATION TECHNOLOGY, EXPANSION OF ORAL HEALTH SERVICES TO THE UNDERSERVED AND QUALITY AND PERFORMANCE IMPROVEMENT. IN ADDITION TO THE SERVICES PROVIDED TO COMMUNITY HEALTH CENTERS AND MIGRANT HEALTH PROGRAMS IN IOWA DESCRIBED PREVIOUSLY, IOWA PRIMARY CARE ASSOCIATION PROVIDES TECHNICAL, ADMINISTRATIVE AND/OR PROGRAMMATIC ASSISTANCE TO THE UNIVERSITY OF IOWA AND THE IOWA ASSOCIATION OF RURAL HEALTH CLINICS. FORM 990, PART V, LINE 2A AND PART IX, LINES 5, 7, 8, 9, & 10 COMMON PAYMASTER: IOWA PRIMARY CARE ASSOCIATION CONTRACTS WITH FOCUS ONESOURCE, A PROFESSIONAL EMPLOYER ORGANIZATION, TO FILE ALL EMPLOYEE PAYROLL TAXES AND W-3 FILINGS. THE SALARY EXPENSES, PAYROLL TAXES, PENSION EXPENSES, AND EMPLOYEE BENEFITS LISTED ON PART IX ARE PAID BY IOWA PRIMARY CARE ASSOCIATION AND ALLOCATED TO IN CONCERTCARE AND IOWA HEALTH CENTERS FOR ACCOUNTABILITY-WEST, LLC FOR THE EMPLOYEES THAT ARE WORKING ON THEIR RESPECTIVE PROGRAMS. THESE EXPENSES ARE REIMBURSED BY IN CONCERTCARE AND IOWA HEALTH CENTERS FOR ACCOUNTABILITY-WEST, LLC TO IOWA PRIMARY CARE ASSOCIATION AS PART OF THE MANAGEMENT AGREEMENT REFERENCED IN PART III, LINE 4A. FORM 990, PART VI, SECTION B, LINE 6 & 7A MEMBERS: THE ORGANIZATION HAS MEMBERS WHO PAY A FEE TO BELONG TO THE ASSOCIATION. THERE ARE THREE CATEGORIES OF MEMBERS WITHIN THE ASSOCIATION: DIRECTING MEMBERS, AFFILIATE MEMBERS AND ASSOCIATE MEMBERS. -DIRECTING MEMBERS ARE 14 FEDERALLY FUNDED COMMUNITY HEALTH CENTERS LOCATED IN THE STATE OF IOWA. AS DIRECTING MEMBERS, THESE ORGANIZATIONS AND THEIR SUCCESSORS WOULD BE ENTITLED TO ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION. -AFFILIATE MEMBERS INCLUDE ONE REPRESENTATIVE FROM THE CLINICAL COMPONENT OF THE ORGANIZATION AND ANY ASSOCIATION OR STATE DEPARTMENT INTERESTED IN PRIMARY CARE. AFFILIATE MEMBERS OR REPRESENTATIVES OF THESE ORGANIZATIONS ARE INVITED TO ATTEND AND PARTICIPATE IN ALL MEETINGS OF THE ASSOCIATION. BUT, THESE REPRESENTATIVES WOULD NOT HAVE VOTING PRIVILEGES ON MATTERS BROUGHT BEFORE THE ASSOCIATION. -ASSOCIATE MEMBERS INCLUDE HEALTH CLINICS OR INDIVIDUAL PROFESSIONALS ENGAGED OR INTERESTED IN PRIMARY HEALTH CARE. THESE REPRESENTATIVES WOULD NOT HAVE VOTING PRIVILEGES ON MATTERS BROUGHT BEFORE THE ASSOCIATION. -EACH MEMBER IS ENTITLED TO BE REPRESENTED BY ONE INDIVIDUAL AT ALL BOARD MEETINGS OF THE ASSOCIATION. EACH MEMBER SHALL SELECT ITS OWN REPRESENTATIVE BY WHATEVER METHOD IT DEEMS APPROPRIATE. EACH MEMBER SHALL SUBMIT TO THE SECRETARY THE NAME AND MAILING ADDRESS OF THE REPRESENTATIVE ON OR BEFORE DECEMBER 31 OF EACH YEAR OR WITHIN 30 DAYS OF REPRESENTATIVE. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO BEING FILED, A DRAFT OF THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD FINANCE COMMITTEE. THE PUBLIC DISCLOSURE COPY IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: PER THE IOWA PRIMARY CARE ASSOCIATION CONFLICT OF INTEREST POLICY, THE IOWA PCA REQUIRES THAT ALL EMPLOYEES, AGENTS, OFFICERS, AND MEMBERS OF THE BOARD OF DIRECTORS AND CANDIDATES FOR BOARD MEMBERSHIP DISCLOSE IN WRITING (AND UPDATE AT LEAST ANNUALLY) ALL BUSINESS, CIVIC, COMMUNITY, BOARD, COMMITTEE, AND FAMILY RELATIONSHIPS WHICH MIGHT POTENTIALLY CREATE A CONFLICT OF INTEREST AND WHERE APPLICABLE, PROVIDE A STATEMENT SUGGESTING HOW SUCH CONFLICT COULD BE AVOIDED OR MITIGATED. TO COMPLY WITH THIS POLICY, THE IOWA PRIMARY CARE ASSOCIATION GATHERS FULL CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY FROM KEY EMPLOYEES AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW POLICY: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF IOWA PRIMARY CARE ASSOCIATION LAST REVIEWED THE COMPENSATION OF THE CEO IN JULY 2023 USING SALARY INFORMATION COMPILED BY THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS (NACHC). THE CEO'S SALARY IS PAID BY IOWA PRIMARY CARE ASSOCIATION AND IS ALLOCATED TO IN CONCERTCARE BASED ON ACTUAL WORK PERFORMED. THE BOARD CHAIR RETAINS A FILE DOCUMENTING THE COMPENSATION REVIEW PROCESS. FORM 990, PART VI, SECTION B, LINE 15B OTHER OFFICER COMPENSATION REVIEW POLICY: THE CHIEF EXECUTIVE OFFICER REVIEWED AND APPROVED THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER IN JULY 2023 USING SALARY INFORMATION COMPILED BY THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS (NACHC). THE CHIEF EXECUTIVE OFFICER RETAINS A FILE DOCUMENTING THE COMPENSATION REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE ORGANIZATION OFFICES OR UPON REQUEST. INCONCERTCARE INC 500 SW 7TH STREET SUITE 300 DES MOINES IA 50309 391899361 SUPPORT IA 501(C) (4) IOWA PCA true false true false true false false false false true false true false true true false true false false INCONCERTCARE INC L 1855928 FMV INCONCERTCARE INC B 552432 FMV