2020-02-11T11:45:02-06:00 2019-03-31 431126847 WILLIAMS-KEEPERS LLC 3220 WEST EDGEWOOD SUITE E JEFFERSON CITY MO 65109 990 2018-04-01 431419937 MISSOURI COALITION FOR PRIMARY HEALTH CARE MISS 5736364222 3325 EMERALD LANE JEFFERSON CITY MO 65109 JOSEPH E PIERLE CEO 5736364222 2020-02-04 1 AMANDA SCHULTZ P02235888 5736356196 216.106.53.94 2020-02-04 08:20:13 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A4CE8472B5CF6666EC1BF041ECE14A0D990461D3 2018 2020-09-23 17:36:50Z MISSOURI PRIMARY CARE ASSOCIATION JOSEPH E PIERLE 3325 EMERALD LANE JEFFERSON CITY MO 65109 12742301 0 X WWW.MO-PCA.ORG X 1984 MO TO IMPROVE ACCESS TO HIGH QUALITY, COMMUNITY BASED, AND AFFORDABLE PRIMARY HEALTH CARE IN MISSOURI. 28 28 25 27 0 0 10303081 9443897 2832858 3205399 50711 93005 0 0 13186650 12742301 0 0 0 0 2397430 2489255 0 0 11444 10330682 10105586 12728112 12594841 458538 147460 7705485 8794906 1807582 2749542 5897903 6045364 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 2268861 420681 SERVICE EXPANSION 2168916 92917 COMMUNITY HEALTH WORKER PROGRAM 1376236 1482612 MP PC HEALTH HOME INITIATIVE 6316841 1209189 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 6316841 1209189 12130854 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 54 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 DON MCBRIDE DIRECTOR 0.05 X 0 0 0 ALAN FREEMAN DIRECTOR 0.05 X 0 0 0 DWAYNE BUTLER DIRECTOR 0.05 X 0 0 0 ANGELA CLABON DIRECTOR 0.05 X 0 0 0 ROBERT STILES DIRECTOR 0.05 X 0 0 0 ALAN STEVENS PRESIDENT 0.05 X X 0 0 0 SUSAN CURFMAN SECRETARY 0.05 X X 0 0 0 RON CAMP DIRECTOR 0.05 X 0 0 0 ROBERT MASSIE DIRECTOR 0.05 X 0 0 0 JACK KELLY 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 TONIANN RICHARD VICE PRESIDENT 0.05 X X 0 0 0 CHRIS STEWART DIRECTOR 0.05 X 0 0 0 KAREN WHITE TREASURER 0.05 X X 0 0 0 TIM SHRYACK DIRECTOR 0.05 X 0 0 0 DEANNA LAMB DIRECTOR 0.05 X 0 0 0 SCOTT CROUCH DIRECTOR 0.05 X 0 0 0 CHRIS JONES DIRECTOR 0.05 X 0 0 0 PAT RICHARDS DIRECTOR 0.05 X 0 0 0 DAVE BARBER DIRECTOR 0.05 X 0 0 0 KELLY MILLER DIRECTOR 0.05 X 0 0 0 CRYSTAL SULLIVAN DIRECTOR 0.05 X 0 0 0 WILL FRANKLIN DIRECTOR 0.05 X 0 0 0 MARK CONOVER DIRECTOR 0.05 X 0 0 0 FAISAL KAHN DIRECTOR 0.05 X 0 0 0 ANDY GRIMM DIRECTOR 0.05 X 0 0 0 DANIEL KEMPKER CHIEF FINANCIAL OFFICER 39.23 X 111250 0 5562 JOSEPH PIERLE CHIEF EXECUTIVE OFFICER 40.17 X 274569 0 42885 SAMUEL JOSEPH SENIOR VICE PRESIDENT OF P 37.68 X 193023 0 16841 HEIDY ROBERTSON-COOPER SENIOR VICE PRESIDENT OF HEALTH CARE TRANSFORMATIO 34.18 X 148654 0 12880 727496 0 78168 4 0 1 0 AZARA HEALTHCARE LLC 70 BLANCHARD RD BURLINGTON MA 01803 HEALTH DATA ANALYTICS 940217 UNIVERSITY OF MISSOURI - ST LOUIS ONE UNIVERSITY BLVD ST LOUIS MO 63121 PCHH ADMINISTRATION 547187 AFFINIA HEALTHCARE 1717 BIDDLE STREET ST LOUIS MO 63106 CONTRACTED HEALTH 430659 ACCESS FAMILY CARE 475 NELSON AVE NEOSHO MO 64850 CONTRACTED HEALTH 369560 FAMILY HEALTH CENTER 401 WEST BOULEVARD NORTH COLUMBIA MO 65203 CONTRACTED HEALTH 362189 31 441674 8092511 909712 9443897 FEE FOR SERVICE REVENUE 900099 1897821 1897821 EXPENSE REIMBURSEMENT 900099 696728 696728 MISCELLANEOUS INCOME 900099 362388 362388 SEMINARS & CONFERENCES 900099 184298 184298 EVENT SPONSORSHIP 900099 64164 64164 3205399 93005 93005 12742301 3205399 0 93005 X 738447 694751 42125 1571 1258629 1242288 13725 2616 142085 142085 215558 202097 12438 1023 134536 131465 2837 234 69161 58234 10927 35100 33150 1950 74252 4219 70033 8563089 8385770 171319 6000 30990 30365 625 35312 32762 2550 254487 248563 5924 132927 121937 10990 230016 203177 26839 7238 7005 233 47488 46026 1462 MISCELLANEOUS EXPENSE 445162 413601 31561 PARTICIPANT SUPPORT COS 94244 92244 2000 MEALS AND ENTERTAINMENT 40099 400 39699 PHOTOCOPYING AND PRINTI 25554 21587 3967 20467 19128 1339 12594841 12130854 452543 11444 3995142 5050873 2076409 1928784 383623 553182 66099 59610 1650265 571596 1118691 1078669 63661 119801 1860 3987 7705485 8794906 1517744 2343655 43940 128842 182237 157244 63661 119801 1807582 2749542 X 5897903 6045364 5897903 6045364 7705485 8794906 147460 1 0 X X 0 1 X 1 1 1 X 6783570 9676534 7991430 10303081 9443897 44198512 6783570 9676534 7991430 10303081 9443897 44198512 44198512 15123 20801 30368 50711 93005 210008 44408520 0.99530 0.99720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74250 74250 12131353 12205603 760280 190070 0 0 719831 650584 766319 760280 2897014 4345521 85119 89038 82010 74250 330417 179958 165635 191580 190070 727243 1090865 178912 178912 1102319 342389 759930 39923 11087 28836 76007 68010 7997 253104 150110 102994 1078669 DEFERRED COMPENSATION PAYABLE 119801 119801 12742301 0 12742301 0 12742301 12594841 0 12594841 0 12594841 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. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 JOSEPH PIERLE CHIEF EXECUTIVE OFFICER 264843 0 9726 0 0 0 14088 0 28797 0 317454 0 0 0 SAMUEL JOSEPH SENIOR VICE PRESIDENT OF P 166523 0 26500 0 0 0 9651 0 7190 0 209864 0 0 0 HEIDY ROBERTSON-COOPER SENIOR VICE PRESIDENT OF HEALTH CARE 126154 0 22500 0 0 0 7433 0 5447 0 161534 0 0 0 PART I, LINE 1A GROSS-UP PAYMENTS: DANIEL KEMPKER, SAMUEL JOSEPH, AND HEIDY ROBERTSON-COOPER RECEIVED BONUS GROSS-UPS THAT WERE TREATED AS TAXABLE COMPENSATION. PART I, LINE 3 THE ORGANIZATION USES A COMPENSATION COMMITTEE EVERY YEAR, AND AN INDEPENDENT CONSULTANT LAST PROVIDED A REPORT TO THE COMMITTEE FOR THE FISCAL YEAR ENDING MARCH 31, 2017. PART I, LINE 7 BONUSES: JOSEPH PIERLE, CEO, WAS ELIGIBLE FOR 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 AND HEIDY ROBERTSON-COOPER RECEIVED GROSS BONUSES OF TEN PERCENT OF THEIR GROSS BASE ANNUAL SALARY. THESE BONUSES WERE DETERMINED BY THE CEO AFTER EVALUATING THEIR JOB PERFORMANCE AND THE MARKET. A BONUS NOT BASED ON A PERCENT OF SALARY WAS ALSO PROVIDED FOR DANIEL KEMPKER, CFO. FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR BUSINESS RELATIONSHIP: ORGANIZATION DIRECTORS AND OFFICERS ANDY GRIMM, DAVE BARBER, ROBERT MASSIE, DWAYNE BUTLER, RON CAMP, AND DON MCBRIDE ALL SHARE A BUSINESS RELATIONSHIP. ORGANIZATION DIRECTORS AND OFFICERS ALAN FREEMAN, ALAN STEVENS, ANGELA CLABON, CHRIS STEWART, DAVE BARBER, KAREN WHITE, AND ROBERT MASSIE 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 MARCH 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. DURING THE YEAR ENDED MARCH 31, 2018, 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 5,767,676. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,767,676. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,187,804. MANAGEMENT AND GENERAL EXPENSES 95,944. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,283,748. TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 309,555. MANAGEMENT AND GENERAL EXPENSES 74,715. FUNDRAISING EXPENSES 6,000. TOTAL EXPENSES 390,270. SPEAKER TRAINING FEES: PROGRAM SERVICE EXPENSES 87,206. MANAGEMENT AND GENERAL EXPENSES 51. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,257. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 33,529. MANAGEMENT AND GENERAL EXPENSES 609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,138. 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 XI, LINE 11G OTHER FEES FOR SERVICES: THE BREAKOUT OF OTHER FEES FOR SERVICES IS AS FOLLOWS: SUBRECIPIENT/CONSORTIAL COSTS: WOMEN AND MINORITY: 931,050.82 MENTAL HEALTH INTEGRATION 705,879.01 SERVICE EXPANSION 1,842,962.52 COMMUNITY HEALTH WORKER 2,082,882.25 CHRONIC DISEASE COLLABORATIVE 164,901.38 NACHC MILLION HEARTS 40,000.00 TOTAL SUBRECIPIENT COSTS 5,767,675.98 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 COMMUNIT HEALTH FOUNDATION INC R 357655 FMV