2024-11-13T13:22:37-06:00 2024-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-07-01 223061156 Bi-State Primary Care Association Inc BI-S 6032282830 525 Clinton Street Bow NH 03304 Teresa Stack Kuenning President and CEO 6032240849 2024-11-12 1 1 Joseph R Byrne P01289281 2077752387 2024-11-12 2023 2024-10-15 13:58:12Z Teresa Stack Kuenning 525 Clinton Street Bow NH 03304 7492638 0 X www.bistatepca.org X 1986 NH Advance access to comprehensive primary care services for all, with special emphasis on those most in need in Vermont and New Hampshire. 11 11 33 11 0 0 7315613 6543877 810406 866631 52854 82130 0 0 8178873 7492638 3245824 2441144 0 0 3304662 3534000 0 0 0 1220123 1288803 7770609 7263947 408264 228691 5618117 5195226 1679627 1028045 3938490 4167181 Advance access to comprehensive primary care services for all, with special emphasis on those most in need in Vermont and New Hampshire. 0 0 6047937 2441144 866631 Advance access to comprehensive primary care services for all, with special emphasis on those most in need in Vermont and New Hampshire. 6047937 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 22 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 0 0 1 0 1 1 1 1 1 1 1 1 0 NH X Teresa Stack Kuenning 6032282830 525 Clinton Street Bow NH 03304 Kenneth Gordon Board Chair 1.00 X X 0 0 0 Michael Costa Board Vice Chair 1.00 X X 0 0 0 Gregory White Immediate Past Chair 1.00 X X 0 0 0 Robert MacLeod Treasurer 1.00 X X 0 0 0 Stuart May Secretary 1.00 X X 0 0 0 Kayla Davis Board Member 1.00 X 0 0 0 Henry Och Board Member 1.00 X 0 0 0 Kris McCracken Board Member 1.00 X 0 0 0 Michael Gardner Board Member 1.00 X 0 0 0 Andy Barter Board Member 1.00 X 0 0 0 Jim Avrett Board Member 1.00 X 0 0 0 Martha Halnon Past Board Chair 1.00 X X 0 0 0 Dan Bennett Past Treasurer 1.00 X X 0 0 0 Anna Thomas Past Board Member 1.00 X 0 0 0 Kathy Benoit Past Board Member 1.00 X 0 0 0 Teresa Stack Kuenning President & CEO 56.00 X 329937 0 45886 Kimberly Martin Sr. Director, Finance & Admin 42.00 X 152156 0 12044 Georgia Maheras Sr. VP, Policy & Strategy 54.00 X 168088 0 11504 Kristine Stoddard Sr. Director, NH Public Policy 47.00 X 144482 0 32232 Katherine Simmons Sr. Director, Operations 41.00 X 138293 0 29447 Stephanie Pagliuca Sr. Director, WD & Recruitment 43.00 X 114196 0 27450 Lori Real EVP, Talent & Culture, Finance & IT 24.00 X 125250 0 5728 1172402 0 164291 13 0 1 0 0 5633719 910158 6543877 Dues Income 561499 466505 466505 Other Revenue 561499 400126 400126 866631 82130 82130 7492638 866631 0 82130 2441144 2441144 540022 220751 319271 2407557 1874690 532867 92881 72921 19960 292975 219647 73328 200565 143681 56884 82584 68759 13825 31975 22906 9069 6005 4302 1703 614549 582483 32066 39840 28541 11299 54051 38721 15330 104176 74630 29546 25744 18443 7301 136509 97792 38717 44140 31621 12519 52339 37495 14844 Equipment Purchase/Rent 37387 26783 10604 Program Supplies 35466 25407 10059 Other Expenses 24038 17220 6818 7263947 6047937 1216010 0 139716 159679 2729542 3081263 297429 153761 1551834 948621 104838 122036 772546 331406 478475 441140 204534 220478 111749 68248 5618117 5195226 1065717 607948 292189 124369 321721 295728 1679627 1028045 X 3938490 4167181 3938490 4167181 5618117 5195226 228691 0 X 0 1 X 1 1 1 X 3481564 4228180 4717564 7315613 6543877 26286798 3481564 4228180 4717564 7315613 6543877 26286798 26286798 8773 2623 2996 52854 82130 149376 26436174 3523931 0.99430 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 79704 79704 7184243 7263947 513197 128299 0 0 364262 411098 538530 513197 1827087 2740631 63617 69148 58832 79704 271301 91066 102775 134633 128299 456773 685160 50000 50000 659382 327783 331599 63164 3623 59541 441140 Deferred Compensation Payable 226082 Operating Lease Liability 69646 295728 X 7492638 0 7492638 0 7492638 7263947 0 7263947 0 7263947 Part X, Line 2: Bi-State Primary Care Association, Inc. (BSPCA) is a public charity under Section 501(c)(3) of the Internal Revenue Code (IRC). As a public charity, the entity is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. CPHCS is a limited liability company; however, for federal tax purposes, it is considered to be a disregarded entity and, as such, CPHCS's income, expenses, losses, gains, deductions and credits are reported on BSPCA's information return. Management believes the services provided by CPHCS are consistent with BSPCA's tax-exempt purpose and its revenue does not constitute unrelated business income. Management has evaluated BSPCA's tax positions and concluded that there are no unrelated business income or uncertain tax positions that require adjustment to the consolidated financial statements. 1 Ammonoosuc Community Health Services 25 Mt Eustis Road Littleton NH 03561 510137745 501(c)(3) 101628 0 Pass Through - COVID/CHW (DE-24) Amoskeag Health 145 Hollis Street Manchester NH 03101 020458174 501(c)(3) 348199 0 Pass Through - iMAT Services (DZ-23/24) - COVID (DE-24) Coos County Family Health Services 133 Pleasant Street Berlin NH 03570 020350051 501(c)(3) 213922 0 Pass Through - COVID/CHW (DE-24) Dartmouth Hitchcock Clinic 1 Medical Center Drive Lebanon NH 03756 020222140 501(c)(3) 11931 0 Pass Through - Harvard (HD-24) Greater Seacoast Community Health 31 Route 108 Somersworth NH 03878 020304203 501(c)(3) 69635 0 Pass Through - COVID/CHW (DE-24) - Dental Residency (HD-24) Harbor Homes 45 High Street Nashua NH 03060 020351932 501(c)(3) 86378 0 Pass Through - CHW (DE-24) - Dental Residency (HD-24) Lamoille Health Partners PO Box 749 Morrisville VT 05661 043358048 501(c)(3) 52811 0 Pass Through - US DHHS Healthcare Consortium (HO-23) Lamprey Health Care 207 S Main Street Newmarket NH 03857 237305106 501(c)(3) 388079 0 Pass Through - COVID (DE-24) - iMAT Services (DZ-23/24) Little Rivers Health Care PO Box 338 Bradford VT 05033 161678092 501(c)(3) 54936 0 Pass Through - US DHHS Healthcare Consortium (HO-22) Mid-State Health Center 101 Boulder Point Road Plymouth NH 03264 020487172 501(c)(3) 768749 0 Pass Through - iMAT Services (DZ-23/24) - COVID/CHW (DE-24) - Dental Residency (HD-24) Northern Tier Center for HealthRichford Health Center 44 Main Street Richford VT 05476 030215982 501(c)(3) 57167 0 Pass Through - US DHHS Healthcare Consortium (HO-23) - Pew Dental Therapy (PD-21) White Mountain Community Health Center 298 White Mountain Highway Conway NH 03818 020358715 501(c)(3) 287709 0 Pass Through - COVID/CHW (DE-24) 12 0 Part I, Line 2: The Organization requires sub-recipients to submit audited financial statements annually, all invoices are reviewed and approved prior to reimbursing sub-recipients with grant awards. The Organization also requires a final accounting and report to be submitted by the sub-recipient at the conclusion of the grant, if deemed appropriate by the Organization. X 0 1 X X X X X X 0 0 0 0 0 0 0 1 0 Teresa Stack Kuenning President & CEO 273748 0 55000 0 1189 0 13840 0 32046 0 375823 0 0 0 Georgia Maheras Sr. VP, Policy & Strategy 148008 0 19673 0 407 0 7553 0 3951 0 179592 0 0 0 Kristine Stoddard Sr. Director, NH Public Policy 126680 0 17602 0 200 0 6670 0 25562 0 176714 0 0 0 Katherine Simmons Sr. Director, Operations 121416 0 16672 0 205 0 6281 0 23166 0 167740 0 0 0 Kimberly Martin Sr. Director, Finance & Admin 128388 0 23528 0 240 0 6561 0 5483 0 164200 0 0 0 Part I, Line 1a Anniversary bonuses (each 5 years - $500, $1000, $1500, $2000), and holiday bonuses ($100 & $500) were grossed up during the year for all employees. Part I, Line 1b Because of the amount of the bonuses, there is no written policy, merely practice if funds are available for holiday and 5-year bonuses. Part I, Line 7 The Board of Directors approves the budget. Management works within this budget and has final decision over bonus amounts. Bonus amounts are based off performance and other measures as determined by management and Board budget. The Executive Committee determines President & CEO compensation. President & CEO determines compensation for the organization after review of local salary surveys and the Board approved budget. From time to time the Board undertakes an external market benefit and compensation study. Form 990, Part VI, Section A, line 7a Each one of Bi-State's members receives a ballot to vote for Bi-State's Board of Directors. Form 990, Part VI, Section A, line 8b No other committee beyond the Executive Committee has authority to act on behalf of the governing body. Meeting notes are maintained for all committees. Form 990, Part VI, Section B, line 10b Bi-State is currently the sole member of Center of Primary Health Care Solutions, LLC (CPHCS, LLC). There are no written policies and procedures governing the activities of the affiliates. Bi-State employees manage operations of CPHCS, LLC following the policies and procedures of Bi-State. Form 990, Part VI, Section B, line 11b The Board of Directors receives the Form 990 prior to filing. Form 990, Part VI, Section B, line 12c Employees are to immediately disclose any conflicts. Form 990, Part VI, Section B, line 15 The Board of Directors approves the budget. Management works within this budget and has final decision over bonus amounts. Bonus amounts are based off performance and other measures as determined by management and Board budget. The Executive Committee determines President & CEO compensation. President & CEO determines compensation for the organization after review of local salary surveys and the Board approved budget. From time to time the Board undertakes an external market benefit and compensation study. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Bi-State Primary Care Association, Inc. 525 Clinton Street Bow, NH 03304 EIN: 22-3061156 Bi-State Primary Care Association, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Center for Primary Health Care Solutions LLC 525 Clinton Street Bow NH 03304 461205347 Health Care Industry Services NH 29700 169016 Bi-State Primary Care Association Inc