Form 990 for tax year 2023
Filed by WISCONSIN PRIMARY HEALTH CARE ASSOCIATION INC.
Totals
- Total revenue
- $3,119,323
- Total expenses
- $2,870,657
- Contributions and grants received
- $2,030,815
- Grants paid
- $0
- Program service revenue
- $899,516
- Investment income
- $17,113
- Other revenue
- $171,879
- Total assets, end of year
- $2,187,593
- Total liabilities, end of year
- $965,091
- Net assets or fund balances, end of year
- $1,222,502
- Program services expenses (Part IX)
- $2,583,167
- Management and general expenses
- $287,490
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,583,167
Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$1,965,264
-
1f · All other contributions, gifts and grants
$65,551
-
2a · Program service revenue: CONFERENCE REVENUE
total $28,872 · related or exempt $28,872
-
2b · Program service revenue: CONTRACT REVENUE
total $334,939 · related or exempt $334,939
-
2c · Program service revenue: FEE FOR SERVICE INCOME
total $120,510 · related or exempt $120,510
-
2d · Program service revenue: MEMBERSHIP DUES
total $344,102 · related or exempt $344,102
-
2e · Program service revenue: SHARED SERVICES INCOME
total $71,093 · related or exempt $71,093
-
3 · Investment income
total $17,113 · excluded $17,113
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $171,879 · excluded $171,879
-
11e · Other revenue, total
$171,879
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $453,501 · program services $353,125 · management and general $100,376
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,192,454 · program services $1,175,309 · management and general $17,145
-
8 · Pension plan contributions
total $33,618 · program services $21,371 · management and general $12,247
-
9 · Other employee benefits
total $246,221 · program services $236,782 · management and general $9,439
-
10 · Payroll taxes
total $75,573 · program services $64,440 · management and general $11,133
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $12,847 · management and general $12,847
-
11c · Fees: accounting
total $35,044 · management and general $35,044
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $484,612 · program services $462,219 · management and general $22,393
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $3,563 · program services $2,926 · management and general $637
-
14 · Information technology
total $47,972 · program services $29,734 · management and general $18,238
-
15 · Royalties
total $0
-
16 · Occupancy
total $55,330 · program services $32,797 · management and general $22,533
-
17 · Travel
total $39,172 · program services $38,900 · management and general $272
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $44,465 · program services $41,894 · management and general $2,571
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $12,373 · management and general $12,373
-
23 · Insurance
total $14,777 · program services $13,277 · management and general $1,500
-
24a · Other expenses: SUPPORT PAYMENTS
total $79,031 · program services $79,031
-
24b · Other expenses: SUPPLIES
total $19,303 · program services $14,772 · management and general $4,531
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $10,228 · program services $10,096 · management and general $132
-
24d · Other expenses: COMMUNICATIONS
total $5,979 · program services $3,767 · management and general $2,212
-
24e · All other expenses
total $4,594 · program services $2,727 · management and general $1,867
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $384,831 · end of year $359,839
-
2 · Savings and temporary cash investments
beginning of year $973,159 · end of year $1,056,853
-
3 · Pledges and grants receivable
beginning of year $251,249 · end of year $305,991
-
4 · Accounts receivable
beginning of year $238,440 · end of year $90,245
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $29,104 · end of year $54,277
-
10a · Land, buildings and equipment: cost or other basis
$202,044
-
10b · Land, buildings and equipment: accumulated depreciation
$159,511
-
10c · Land, buildings and equipment, net
beginning of year $23,115 · end of year $42,533
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $32,794 · end of year $277,855
-
17 · Accounts payable and accrued expenses
beginning of year $280,055 · end of year $215,530
-
19 · Deferred revenue
beginning of year $204,548 · end of year $69,683
-
21 · Escrow or custodial account liability
beginning of year $421,095 · end of year $388,747
-
25 · Other liabilities
beginning of year $32,411 · end of year $291,131
-
27 · Net assets without donor restrictions
beginning of year $994,583 · end of year $1,222,502
Mission and programs · 2023
Mission
TO IMPROVE HEALTH THROUGH THE WORK OF COMMUNITY HEALTH CENTERS AND THEIR PARTNERS.
-
NONFINANCIAL TECHNICAL ASSISTANCE (NFTA): WISCONSIN PRIMARY HEALTH CARE ASSOCIATION, INC. PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO HEALTH CENTERS AND ENTITIES SEEKING HEALTH CARE ACCESS OPTIONS ON GOVERNANCE AND COMPLIANCE REQUIREMENTS, QUALITY IMPROVEMENT, AND PROGRAM ANALYSIS.
Expenses $1,835,264
-
OTHER PROGRAMS: ROOTS & WINGS, MILWAUKEE HEALTH CARE PARTNERSHIP, MEMBERSHIP, FEE FOR SERVICE, CONFERENCES, ADVOCACY, AND WCHCN.
Expenses $629,934 · Revenue $899,516
-
HEALTH PROFESSIONAL SHORTAGE AREA: WISCONSIN PRIMARY HEALTH CARE ASSOCIATION INC. PROVIDES SERVICES TO INCREASE ACCESS TO PRIMARY CARE WHERE THERE ARE SHORTAGES OF HEALTH CARE PROVIDERS.
Expenses $117,969
As filed on the 2023 return.
Listed in Part VII
-
Stephanie HarrisonSTEPHANIE HARRISON
Executive Dir.
- Total calculated
- $188,230
- From this org
- $173,773
- From related orgs
- $0
- Other
- $14,457
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $173,773
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,951
- Nontaxable benefits
- $7,506
- Filer's total
- $188,230
-
Lynsey RayLYNSEY RAY
COO
- Total calculated
- $149,813
- From this org
- $136,834
- From related orgs
- $0
- Other
- $12,979
- Hours/week
- 45
-
Katherine BrewerKATHERINE BREWER
COO
- Total calculated
- $115,459
- From this org
- $103,801
- From related orgs
- $0
- Other
- $11,658
- Hours/week
- 45
-
Laura WaldvogelLAURA WALDVOGEL
President
- Total calculated
- $0
- Hours/week
- 1
-
Kim HawthorneKIM HAWTHORNE
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Stephen SmithSTEPHEN SMITH
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Kim FranzenKIM FRANZEN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kristin StearnsKRISTIN STEARNS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Julia Harris-RobinsonJULIA HARRIS-ROBINSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lyle IgnaceLYLE IGNACE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tito IzardTITO IZARD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ken LovingKEN LOVING
Director
- Total calculated
- $0
- Hours/week
- 1
-
Greg NyczGREG NYCZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary OuimetMARY OUIMET
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lee HomanLEE HOMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Reba RiceREBA RICE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Julie SchullerJULIE SCHULLER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Candice ColeCANDICE COLE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jen SmithJEN SMITH
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kristene StackerKRISTENE STACKER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joanne HollandJOANNE HOLLAND
Director
- Total calculated
- $0
- Hours/week
- 1
-
Allison KosALLISON KOS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Olivia NicholsOLIVIA NICHOLS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen TimberlakeKAREN TIMBERLAKE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Arman TahirARMAN TAHIR
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tim SizeTIM SIZE
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
WI COMMUNITY HEALTH CENTER NETWORK LLC
CLINICALLY INTEGRATED NETWORK · WI · income $227,528 · assets $257,328
Directly controlled by WI PRIMARY HEALTH CARE ASSOCIATION INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500459349301300
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