2023-04-21T15:50:39-05:00 2022-06-30 431126847 WILLIAMS-KEEPERS LLC 3220 WEST EDGEWOOD SUITE E JEFFERSON CITY MO 65109 990 2021-07-01 431419937 MISSOURI COALITION FOR PRIMARY HEALTH CARE MISS 5736364222 3325 EMERALD LANE JEFFERSON CITY MO 65109 JOSEPH E PIERLE CEO 5736364222 2023-04-21 1 JOSEPH PIERLE 999009999 AMANDA SCHULTZ P02235888 5736356196 2023-04-21 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MISSOURI PRIMARY CARE ASSOCIATION JOSEPH E PIERLE 3325 EMERALD LANE JEFFERSON CITY MO 65109 22671999 0 X WWW.MO-PCA.ORG X 1984 MO TO IMPROVE ACCESS TO HIGH-QUALITY, COMMUNITY-BASED, AND AFFORDABLE PRIMARY HEALTH CARE IN MISSOURI. 26 26 37 0 0 0 17180732 18963415 3786620 3689425 17321 19159 0 0 20984673 22671999 0 0 0 0 3062458 3784744 0 0 32173 16134228 18088283 19196686 21873027 1787987 798972 12205303 15856154 3306758 6158637 8898545 9697517 X TO BE MISSOURI'S LEADER IN SHAPING POLICIES AND PROGRAMS THAT IMPROVE ACCESS TO HIGH-QUALITY, COMMUNITY-BASED, AND AFFORDABLE PRIMARY HEALTH SERVICES. 0 0 3759944 PATIENT ENGAGEMENT INITIATIVE 2835228 COMMUNITY HEALTH WORKER PROGRAM 1612693 2088659 MP PC HEALTH HOME INITIATIVE 13213075 1600766 OTHER PROGRAM SERVICES:MISSOURI COALITION FOR PRIMARY HEALTH CARE ALSO PROVIDES THE FOLLOWINGSERVICES:--SUPPORT, TRAINING, AND TECHNICAL ASSISTANCE TO COMMUNITY HEALTH CENTERS--SUPPORT TO PRIMARY CARE PROVIDERS AND OTHER HEALTH CARE PROFESSIONALS IN ADOPTING ELECTRONIC HEALTH RECORDS (EHR) AND UTILIZING HEALTH INFORMATION TECHNOLOGY EFFECTIVELY TO IMPROVE THE QUALITY OF HEALTH CARE IN MISSOURI--SUPPORT FOR ADOPTION, IMPLEMENTATION, AND UPGRADE OF ELECTRONIC HEALTH RECORDS SYSTEMS, APPLICATION AND PAYMENT OF HIT MEANINGFUL USE INCENTIVES AND LEVERAGING PATIENT DATA FOR CLINICAL QUALITY IMPROVEMENT--SUPPORT FOR SUBLICENSING OF DATA WAREHOUSE/CLINICAL QUALITY MEASURES REPORTING SYSTEMS TO MEMBERS--PRACTICE COACHING SUPPORT TOWARD ACHIEVEMENT OF NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) RECOGNITION AS PATIENT CENTERED MEDICAL HOMES--CLINICAL QUALITY MEASURES REPORTING TO MO HEALTHNET DIVISION AND TO PROVIDERS PARTICIPATING IN THE MISSOURI PRIMARY CARE HEALTH HOME INITIATIVE 13213075 1600766 21420940 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 44 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOSEPH E PIERLE 5736364222 3325 EMERALD LANE JEFFERSON CITY MO 65109 TONIANN RICHARD PRESIDENT 0.05 X X 0 0 0 TIM SHRYACK VICE-PRESIDENT 0.05 X X 0 0 0 SUSAN CURFMAN SECRETARY 0.05 X X 0 0 0 ANGELA CLABON TREASURER 0.05 X X 0 0 0 ALAN STEVENS DIRECTOR 0.05 X X 0 0 0 DON MCBRIDE DIRECTOR 0.05 X 0 0 0 KENDRA HOLMES DIRECTOR 0.05 0.10 X 0 0 0 TERRY MACKEY DIRECTOR 0.05 X 0 0 0 DWAYNE BUTLER DIRECTOR 0.05 0.10 X 0 0 0 KELLY MILLER DIRECTOR 0.05 X 0 0 0 MARK CONOVER DIRECTOR 0.05 X 0 0 0 CRYSTAL SULLIVAN DIRECTOR 0.05 X 0 0 0 RON CAMP DIRECTOR 0.05 X 0 0 0 ROBERT MASSIE DIRECTOR 0.05 X 0 0 0 JOAN TWITON DIRECTOR 0.05 X 0 0 0 GREG ROEBACK DIRECTOR 0.05 X 0 0 0 CHRIS STEWART DIRECTOR 0.05 X 0 0 0 WIL FRANKLIN DIRECTOR 0.05 X 0 0 0 KAREN WHITE DIRECTOR 0.05 X 0 0 0 ANDY GRIMM DIRECTOR 0.05 X 0 0 0 SCOTT CROUCH DIRECTOR 0.05 X 0 0 0 BOB THEIS DIRECTOR 0.05 X 0 0 0 CHRIS JONES DIRECTOR 0.05 X 0 0 0 BRYAN ADCOCK DIRECTOR 0.05 X 0 0 0 JERON RAVIN DIRECTOR 0.05 0.10 X 0 0 0 STUART GIPSON DIRECTOR 0.05 X 0 0 0 JOSEPH PIERLE CHIEF EXECUTIVE OFFICER 47.00 X 400548 0 91995 SAMUEL JOSEPH SR VP POPULATION HEALTH MG 50.00 X 234055 0 50347 LINDSEY HASLAG VP POPULATION HEALTH MGMT 40.00 X 128468 0 21450 LAURA RANKIN DIRECTOR OF FINANCE 40.00 X 122267 0 19045 TINA BRADSHAW SENIOR DIRECTOR OF PAYER RELATIONS 41.00 X 132176 0 18980 KATHRYN EIKEN DIRECTOR OF GOVERNMENT RELATIONS 40.00 X 104689 0 18100 RODNEY HUMMBER VICE PRESIDENT OF STRATEGY 44.00 X 100548 0 20890 1222751 0 240807 7 0 1 0 AZARA HEALTHCARE LLC 70 BLANCHARD RD STE 401 BURLINGTON MA 01803 COMPUTER/SOFTWARE SERVICES 1323602 AFFINIA HEALTHCARE 1717 BIDDLE STREET ST LOUIS MO 63106 SUBRECIPIENT 947665 CARESTL HEALTH 5471 DR MARTIN LUTHER KING DRIVE ST LOUIS MO 63112 SUBRECIPIENT 792574 JORDAN VALLEY COMMUNITY HEALTH CENTER PO BOX 5681 SPRINGFIELD MO 65801 SUBRECIPIENT 761172 SAMUEL U RODGERS COMMUNITY HEALTH 825 EUCLID KANSAS CITY MO 64124 SUBRECIPIENT 760749 35 457903 18057231 448281 18963415 FEE FOR SERVICE REVENUE 900099 2463230 2463230 EXPENSE REIMBURSEMENT 900099 894096 894096 MISCELLANEOUS INCOME 900099 255689 255689 EVENT SPONSORSHIP 900099 60186 60186 SEMINARS & CONFERENCES 900099 16224 16224 3689425 19159 19159 22671999 3689425 0 19159 X 891143 870335 17618 3190 2227995 2175973 44047 7975 260080 255019 4285 776 207002 201157 4949 896 198524 193888 3925 711 67474 62960 4183 331 37586 35071 2330 185 73480 68564 4555 361 16299947 16058203 223996 17748 45391 41984 3407 119105 111644 7461 822415 800647 21768 54079 46570 7509 59913 56400 3513 3576 3555 21 107944 107713 231 26095 26095 GRANT MATCH 255000 255000 MISCELLANEOUS EXPENSES 81079 35987 45092 PARTICIPANT SUPPORT 19170 32 19138 DUES & SUBSCRIPTIONS 11679 9793 1886 4350 4350 21873027 21420940 419914 32173 7388793 11067003 1000000 1000000 1913428 1899580 103157 125741 2176345 727717 1556572 1448628 243353 315202 12205303 15856154 2654781 5242410 311579 532635 97045 68390 243353 315202 3306758 6158637 X 8898545 9697517 8898545 9697517 12205303 15856154 798972 0 X X 0 1 X 1 1 1 X 9443897 2180101 12889200 17180732 18963415 60657345 9443897 2180101 12889200 17180732 18963415 60657345 60657345 93005 26741 91494 17321 19159 247720 60905065 0.99590 0.99470 X FORM 990, PART II, SECTIONS A-C THE 2018 COLUMN REPRESENTS THE PUBLIC SUPPORT TEST FOR A SHORT YEAR PERIOD FROM APRIL 1, 2019-JUNE 30, 2019. THE 2019 COLUMN REPRESENTS THE FULL FISCAL YEAR PERIOD FROM JULY 1, 2019-JUNE 30, 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73480 73480 21347460 21420940 1000000 250000 0 0 284944 904967 1000000 1000000 3189911 4784867 12569 141045 90607 73480 317701 71236 226242 250000 250000 797478 1196217 SCHEDULE C, PART II-A, LINES 2A-2F THE 2018 COLUMN REPRESENTS A SHORT YEAR PERIOD FROM APRIL 1, 2019-JUNE 30, 2019. THE 2019 COLUMN REPRESENTS THE FULL FISCAL YEAR PERIOD FROM JULY 1, 2019-JUNE 30, 2020. 299108 299108 1102319 509251 593068 39923 16531 23392 527722 91950 435772 207273 109985 97288 1448628 DEFERRED COMPENSATION PAYABLE 315202 315202 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 JOSEPH PIERLE CHIEF EXECUTIVE OFFICER 376048 0 24500 0 0 0 20300 0 71695 0 492543 0 0 0 SAMUEL JOSEPH SR VP POPULATION HEALTH MG 204544 0 29511 0 0 0 15863 0 34484 0 284402 0 0 0 TINA BRADSHAW SENIOR DIRECTOR OF PAYER RELATIONS 132176 0 0 0 0 0 8796 0 10184 0 151156 0 0 0 PART I, LINE 1A GROSS-UP PAYMENTS: JOSEPH PIERLE AND SAMUEL JOSEPH RECEIVED BONUS GROSS-UPS THAT WERE TREATED AS TAXABLE COMPENSATION. PART I, LINE 3 THE ORGANIZATION USES A COMPENSATION COMMITTEE EVERY YEAR; ADDITIONALLY, AN INDEPENDENT CONSULTING FIRM WAS ENGAGED TO RESEARCH EXECUTIVE COMPENSATION AND PROVIDE UPDATED RECOMMENDATIONS FOR SALARY RANGES FOR UPPER LEVEL MANAGEMENT IN FEBRUARY 2020. PART I, LINE 7 BONUSES: JOSEPH PIERLE, CEO, RECEIVED A GROSS BONUS OF UP TO EIGHT PERCENT OF HIS GROSS BASE ANNUAL SALARY BASED ON THE RESULTS OF HIS ANNUAL PERFORMANCE EVALUATION. SAMUEL JOSEPH, SVP, RECEIVED A GROSS BONUS OF APPROXIMATELY EIGHT PERCENT OF HIS GROSS BASE ANNUAL SALARY. THIS BONUS WAS DETERMINED BY THE CEO AFTER EVALUATING HIS JOB PERFORMANCE AND THE MARKET. FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR BUSINESS RELATIONSHIPS: ORGANIZATION DIRECTORS AND OFFICERS DON MCBRIDE, KENDRA HOLMES, DWAYNE BUTLER, ANGELA CLABON, ALAN STEVENS, SUE CURFMAN, ROBERT MASSIE, JOAN TWITON, GREG ROEBACK, CHRIS STEWART, TIM SHRYACK, SCOTT CROUCH, BOB THEIS, CHRIS JONES, BRYAN ADCOCK, JERON RAVIN TERRY MACKEY, KELLY MILLER, MARK CONOVER, TONIANN RICHARD, WIL FRANKLIN, KAREN WHITE, CRYSTAL SULLIVAN, RON CAMP, ANDY GRIMM AND STUART GIPSON ALL SHARE A BUSINESS RELATIONSHIP. ORGANIZATION DIRECTORS AND OFFICERS DWAYNE BUTLER, KENDRA HOLMES, ANGELA CLABON, ALAN STEVENS, ROBERT MASSIE, CHRIS STEWART, BOB THEIS, JERON RAVIN, GREG ROEBACK, WIL FRANKLIN, TIM SHYRACK AND BRYAN ADCOCK ALL SHARE A BUSINESS RELATIONSHIP IN ADDITION TO THE ABOVE RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS, STOCKHOLDERS, OR OTHER PERSONS: MEMBERSHIP IN THE CORPORATION SHALL BE LIMITED, NOT AS TO NUMBER, BUT AS TO PERSONS REPRESENTING ORGANIZATIONS AND INTEREST PERTINENT TO THE INTEREST/BUSINESS OR GOVERNANCE OF PRIMARY CARE ORGANIZATIONS OR AS OTHERWISE DEFINED IN THE BYLAWS OF THE CORPORATION. ORGANIZATIONAL OR VOTING MEMBERSHIP SHALL INCLUDE ONE REPRESENTATIVE FROM EACH OF THE SECTION 330 FEDERALLY FUNDED HEALTH CENTERS IN THE STATE OF MISSOURI THAT DESIRES TO BE A MEMBER OF THE ORGANIZATION. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF MEMBERS. EACH OF THE MEMBERS MAY APPOINT ONE DIRECTOR TO THE BOARD OF DIRECTORS TO SERVE A ONE YEAR TERM. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A & 7B -- MEMBERS, STOCKHOLDERS, OR OTHER PERSONS: MEMBERSHIP IN THE CORPORATION SHALL BE LIMITED, NOT AS TO NUMBER, BUT AS TO PERSONS REPRESENTING ORGANIZATIONS AND INTEREST PERTINENT TO THE INTEREST/BUSINESS OR GOVERNANCE OF PRIMARY CARE ORGANIZATIONS OR AS OTHERWISE DEFINED IN THE BYLAWS OF THE CORPORATION. ORGANIZATIONAL OR VOTING MEMBERSHIP SHALL INCLUDE ONE REPRESENTATIVE FROM EACH OF THE SECTION 330 FEDERALLY FUNDED HEALTH CENTERS IN THE STATE OF MISSOURI THAT DESIRES TO BE A MEMBER OF THE ORGANIZATION. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF MEMBERS. EACH OF THE MEMBERS MAY APPOINT ONE DIRECTOR TO THE BOARD OF DIRECTORS TO SERVE A ONE YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B 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. THE DIRECTOR OF FINANCE AND CEO REVIEW THE FORM 990 AND CEO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN A DISCLOSURE CONCERNING CONFLICT OF INTEREST FORM. IF THERE IS A CONFLICT OF INTEREST, AN ATTACHED STATEMENT IS TO BE MADE WITH THE DISCLOSURE FORM. DISCLOSURE FORMS ARE REVIEWED BY THE CEO OR HIS DESIGNEE, OR THE BOARD PRESIDENT IN SPECIAL SITUATIONS, TO DETERMINE WHETHER ANY CONFLICTS OF INTEREST ARE DISCLOSED. IN THE EVENT CONFLICTS ARE DISCLOSED, THE DISCLOSURE CONCERNING CONFLICT OF INTEREST FORMS LAYS OUT COURSES OF ACTION TO TAKE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S CEO INCLUDES AN ANNUAL REVIEW IN JUNE BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE TAKES INTO ACCOUNT JOB PERFORMANCE FOR THE PREVIOUS YEAR AS WELL AS DATA OF OTHER COMPARABLE-SIZED ORGANIZATIONS. THE EXECUTIVE COMMITTEE'S DELIBERATION AND DECISION ARE CONTEMPORANEOUSLY SUBSTANTIATED AND A RECOMMENDATION IS MADE TO THE BOARD. THE COMPENSATION PACKAGE IS ULTIMATELY APPROVED BY THE ENTIRE BOARD. ADDITIONALLY, IN FEBRUARY 2020, THE BOARD ENGAGED A CONSULTING FIRM TO RESEARCH EXECUTIVE COMPENSATION AND MAKE A RECOMMENDATION FOR A SALARY RANGE FOR MPCA'S CHIEF EXECUTIVE AS WELL AS ITS OPERATING OFFICER, FINANCE OFFICER, AND ONE OTHER UPPER LEVEL MANAGEMENT POSITION. 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 IX, LINE 11G SUBRECIPIENT COST - SEE SCH O FOR DETAIL: PROGRAM SERVICE EXPENSES 12,686,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,686,828. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,561,523. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,561,523. TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 742,346. MANAGEMENT AND GENERAL EXPENSES 223,996. FUNDRAISING EXPENSES 17,748. TOTAL EXPENSES 984,090. SPEAKER TRAINING FEES: PROGRAM SERVICE EXPENSES 62,095. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,095. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,411. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,411. FORM 990, PART XI, LINE 2C THERE WAS NO CHANGE IN THE RESPONSIBILITY ASSUMED FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES -- THE BREAKOUT OF SUBRECIPIENT/CONSORTIA COSTS IS AS FOLLOWS: CMS NATIGATOR GRANT = $1,054,804 WOMEN & MINORITY HEALTH = $951,670 MEDICATION ASSISTED TREATMENT = $949,998 BEHAVIORAL HEALTHCARE = $637,332 SUBSTANCE USE DISORDER = $271,865 CHC PRIMARY CARE & MENTAL HEALTH INTEGRATION = $535,331 COMMUNITY HEALTH WORKER = $2,739,403 CHW FOSTER CARE INITIATIVE = $1,545,542 PATIENT ENGAGEMENT INITIATIVE = $3,494,364 DIABETES & CARDIOVASCULAR DISEASE COLLABORATIVE = $244,471 ST. LOUIS INNOVATION PROJECT = $262,047 TOTAL SUBRECIPIENT/CONSORTIA EXPENSE = $12,686,827 MISSOURI COMMUNITY HEALTH FOUNDATION INC 3325 EMERALD LN JEFFERSON CITY MO 65109 272883394 SUPPORT MO 501(C)(3) LINE 7 MPCA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 MISSOURI COMMUNITY HEALTH FOUNDATION INC R 250000 FMV