2022-05-13T08:40:28-05:00 2021-06-30 431126847 WILLIAMS-KEEPERS LLC 3220 WEST EDGEWOOD SUITE E JEFFERSON CITY MO 65109 990 2020-07-01 431419937 MISSOURI COALITION FOR PRIMARY HEALTH CARE MISS 5736364222 3325 EMERALD LANE JEFFERSON CITY MO 65109 JOSEPH E PIERLE CEO 5736364222 2022-05-12 1 JOSEPH PIERLE 999009999 AMANDA SCHULTZ P02235888 5736356196 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MISSOURI PRIMARY CARE ASSOCIATION JOSEPH E PIERLE 3325 EMERALD LANE JEFFERSON CITY MO 65109 20984673 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 29 0 0 0 12889200 17180732 3597541 3786620 91494 17321 0 0 16578235 20984673 0 0 0 0 2709011 3062458 0 0 28819 13000418 16134228 15709429 19196686 868806 1787987 10459701 12205303 3349143 3306758 7110558 8898545 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 3738110 PATIENT ENGAGEMENT INITIATIVE 2803394 COMMUNITY HEALTH WORKER PROGRAM 2442807 19067 COVID-19 TESTING 9660060 3767553 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 9660060 3767553 18644371 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 1 0 0 1 31 0 1 29 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 PAST PRESIDENT 0.05 X X 0 0 0 DON MCBRIDE PAST PRESIDENT 0.05 X 0 0 0 KENDRA HOLMES DIRECTOR 0.05 X 0 0 0 TERRY MACKEY DIRECTOR 0.05 X 0 0 0 DWAYNE BUTLER DIRECTOR 0.05 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 WILL 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 MATT YOUNGER 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 X 0 0 0 STUART GIPSON DIRECTOR 0.05 X 0 0 0 JOSEPH PIERLE CHIEF EXECUTIVE OFFICER 50.00 X 317304 0 74131 SAMUEL JOSEPH SR VP POPULATION HEALTH MGMT 50.00 X 204255 0 28777 LINDSEY HASLAG VP POPULATION HEALTH MGMT 40.00 X 110129 0 7666 LAURA RANKIN DIRECTOR OF FINANCE 40.00 X 109517 0 7666 741205 0 118240 4 0 1 0 AZARA HEALTHCARE LLC 70 BLANCHARD RD STE 401 BURLINGTON MA 01803 COMPUTER/SOFTWARE SERVICES 1104834 FAMILY CARE HEALTH CENTER 401 HOLLY HILLS AVENUE ST LOUIS MO 63111 SUBRECIPIENT 754418 JORDAN VALLEY COMMUNITY HEALTH CENTER PO BOX 5681 SPRINGFIELD MO 65801 SUBRECIPIENT 686529 UMSL OFFICE OF RESEARCH ADMINISTRATION 341 WOODS HALL MC88 ST LOUIS MO 63121 PASS-THROUGH 673195 AFFINIA HEALTHCARE 1717 BIDDLE STREET ST LOUIS MO 63106 SUBRECIPIENT 662933 36 465646 12423655 4291431 17180732 FEE FOR SERVICE REVENUE 900099 2399027 2399027 EXPENSE REIMBURSEMENT 900099 1087099 1087099 MISCELLANEOUS INCOME 900099 252576 252576 EVENT SPONSORSHIP 900099 37500 37500 SEMINARS & CONFERENCES 900099 10418 10418 3786620 17321 17321 20984673 3786620 0 17321 X 845888 821706 19564 4618 1559329 1514752 36064 8513 206061 200170 4766 1125 292663 284296 6769 1598 158517 153986 3666 865 92843 86849 5713 281 37250 34846 2292 112 90608 84757 5576 275 13593307 13349752 232123 11432 75427 75130 297 595580 594618 962 1051271 1019157 32114 11244 11238 6 20556 18381 2175 4756 4706 50 42959 42515 444 31025 31025 GRANT MATCH 255000 255000 MISCELLANEOUS EXPENSES 198219 34371 163848 DUES & SUBSCRIPTIONS 25986 20919 5067 PARTICIPANT SUPPORT 6000 4000 2000 2197 2197 19196686 18644371 523496 28819 8159860 8388793 1023170 1913428 64639 103157 2225629 669057 1023666 1556572 188140 243353 226 0 10459701 12205303 2992929 2654781 47755 311579 124519 97045 183940 243353 3349143 3306758 X 7110558 8898545 7110558 8898545 10459701 12205303 1787987 0 X X 0 1 X 1 1 1 X 10303081 9443897 2180101 12889200 17180732 51997011 10303081 9443897 2180101 12889200 17180732 51997011 51997011 50711 93005 26741 91494 17321 279272 52276283 0.99470 0.99320 X PART II, SECTION A, LINE 1 THE 2018 COLUMN REPRESENTS THE PUBLIC SUPPORT TEST FOR A SHORT YEAR PERIOD FROM 4/1/19-6/30/19. THE 2019 COLUMN REPRESENTS THE FULL FISCAL YEAR PERIOD FROM 7/1/19-6/30/20. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90607 90607 18554304 18644911 1000000 250000 0 0 760280 284944 904967 1000000 2950191 4425287 74250 12569 141045 90607 318471 190070 71236 226242 250000 737548 1106322 SCHEDULE C, PART II-A, LINES 2A-2F 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. 178912 178912 1102321 405037 697284 160119 86558 73561 296362 177462 118900 487915 487915 1556572 DEFERRED COMPENSATION PAYABLE 243353 243353 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 JOSEPH PIERLE CHIEF EXECUTIVE OFFICER 296099 0 21205 0 0 0 25420 0 48711 0 391435 0 0 0 SAMUEL JOSEPH SR VP POPULATION HEALTH MGMT 189539 0 14716 0 0 0 14152 0 14625 0 233032 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, ALAN FREEMAN, KENDRA HOLMES, DWAYNE BUTLER, ANGELA CLABON, ALAN STEVENS, SUE CURFMAN, ROBERT MASSIE, JOAN TWITON, GREG ROEBACK, CHRIS STEWART, TIM SHRYACK, MATT YOUNGER, RODNEY HUMMER, SCOTT CROUCH, BOB THEIS, CHRIS JONES, BRYAN ADCOCK, JERON RAVIN TERRY MACKEY, KELLY MILLER, MARK CONOVER, TONIANN RICHARD, WIL FRANKLIN, KAREN WHITE, AND STUART GIPSON ALL SHARE A BUSINESS RELATIONSHIP. ORGANIZATION DIRECTORS AND OFFICERS DON MCBRIDE, ALAN FREEMAN, DWAYNE BUTLER, KENDRA HOLMES, ANGELA CLABON, CRYSTAL SULLIVAN, ALAN STEVENS, ROBERT MASSIE, CHRIS STEWART, BOB THEIS, JERON RAVIN, AND KAREN WHITE 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: PROGRAM SERVICE EXPENSES 9,821,296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,821,296. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,967,471. MANAGEMENT AND GENERAL EXPENSES 195,218. FUNDRAISING EXPENSES 9,614. TOTAL EXPENSES 3,172,303. TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 502,623. MANAGEMENT AND GENERAL EXPENSES 33,066. FUNDRAISING EXPENSES 1,628. TOTAL EXPENSES 537,317. SPEAKER TRAINING FEES: PROGRAM SERVICE EXPENSES 52,627. MANAGEMENT AND GENERAL EXPENSES 3,462. FUNDRAISING EXPENSES 171. TOTAL EXPENSES 56,260. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,735. MANAGEMENT AND GENERAL EXPENSES 377. FUNDRAISING EXPENSES 19. TOTAL EXPENSES 6,131. FORM 990, PART IX, LINE 24E LICENSES & FEES: PROGRAM SERVICE EXPENSES 2,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,197. 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: WOMEN & MINORITY HEALTH = $951,670 CHC PRIMARY CARE & MENTAL HEALTH INTEGRATION = $756,247 COMMUNITY HEALTH WORKER = $2,764,500 PATIENT ENGAGEMENT INITIATIVE = $3,494,364 CHRONIC DISEASE COLLABORATIVE = $201,558 ST. LOUIS INNOVATION PROJECT = $244,797 COVID-19 TESTING = $1,408,160 TOTAL SUBRECIPIENT/CONSORTIA EXPENSE = $9,821,296 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 1 1 0 MISSOURI COMMUNITY HEALTH FOUNDATION INC R 250000 FMV