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← PATIENT CENTERED PRIMARY CARE FOUNDATION

Form 990 for tax year 2023

Filed by PATIENT CENTERED PRIMARY CARE FOUNDATION.

Totals

Total revenue
$1,700,994
Total expenses
$1,623,478
Contributions and grants received
$655,050
Grants paid
$0
Program service revenue
$1,016,181
Investment income
$29,763
Other revenue
$0
Total assets, end of year
$1,596,188
Total liabilities, end of year
$550,019
Net assets or fund balances, end of year
$1,046,169
Program services expenses (Part IX)
$1,114,250
Management and general expenses
$509,228
Fundraising expenses
$0
Program service expenses (Part III)
$1,114,250

Program services were 68.6% 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.

  • 1f · All other contributions, gifts and grants

    $655,050

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $809,353 · related or exempt $809,353

  • 2b · Program service revenue: ANNUAL MEETING

    total $201,900 · related or exempt $201,900

  • 2f · All other program service revenue

    total $4,928 · related or exempt $4,928

  • 3 · Investment income

    total $29,763 · excluded $29,763

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $323,496 · program services $229,682 · management and general $93,814

  • 7 · Other salaries and wages

    total $326,526 · program services $294,509 · management and general $32,017

  • 8 · Pension plan contributions

    total $6,158 · program services $5,609 · management and general $549

  • 9 · Other employee benefits

    total $37,647 · program services $34,777 · management and general $2,870

  • 10 · Payroll taxes

    total $37,468 · program services $31,418 · management and general $6,050

  • 11a · Fees: management

    total $118,695 · program services $54,399 · management and general $64,296

  • 11b · Fees: legal

    total $2,710 · management and general $2,710

  • 11c · Fees: accounting

    total $12,250 · management and general $12,250

  • 11g · Fees: other

    total $458,136 · program services $260,972 · management and general $197,164

  • 13 · Office expenses

    total $28,337 · program services $5,036 · management and general $23,301

  • 14 · Information technology

    total $31,114 · program services $635 · management and general $30,479

  • 16 · Occupancy

    total $118,053 · program services $105,756 · management and general $12,297

  • 17 · Travel

    total $24,949 · program services $10,756 · management and general $14,193

  • 19 · Conferences, conventions and meetings

    total $83,062 · program services $80,701 · management and general $2,361

  • 23 · Insurance

    total $5,818 · management and general $5,818

  • 24e · All other expenses

    total $9,059 · management and general $9,059

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,614,555 · end of year $323,422

  • 2 · Savings and temporary cash investments

    end of year $1,027,331

  • 4 · Accounts receivable

    beginning of year $130,493 · end of year $141,224

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,758 · end of year $61,811

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $98,170 · end of year $42,400

  • 17 · Accounts payable and accrued expenses

    beginning of year $148,241 · end of year $131,444

  • 19 · Deferred revenue

    beginning of year $611,272 · end of year $374,498

  • 21 · Escrow or custodial account liability

    beginning of year $46,827 · end of year $44,077

  • 25 · Other liabilities

    beginning of year $80,983 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $968,653 · end of year $1,046,169

Mission and programs · 2023

Mission

THE PATIENT-CENTERED PRIMARY CARE FOUNDATION, D/B/A PRIMARY CARE COLLABORATIVE (PCC), WORKS TO UNIFY AND ENGAGE ITS DIVERSE STAKEHOLDERS, INCLUDING PUBLIC AND PRIVATE ORGANIZATIONS INCLUDING PHYSICIAN AND NURSING GROUPS, PATIENT AND CONSUMER ORGANIZATIONS, HEALTH PLAN, EMPLOYERS, INDUSTRY, QUALITY ORGANIZATIONS, HEALTH SYSTEMS AND OTHERS, TO PROMOTE POLITIES AND SHARE BEST PRACTICES THAT SUPPORT THE GROWTH OF HIGH-PERFORMING PRIMARY CARE AND ACHIEVE THE "QUADRUPLE AIM": BETTER CARE, BETTER HEALTH LOWER COSTS, AND GREATER JOY FOR CLINICIANS AND STAFF IN DELIVERY OF CARE.

Activities or mission (Part I)

ADVANCE AN EFFECTIVE AND EFFICIENT HEALTH SYSTEM BUILT ON A STRONG FOUNDATION OF PRIMARY CARE AND THE PATIENT-CENTERED MEDICAL HOME.

  • ANNUAL MEETING AND EVENTS - HOLD AN ANNUAL CONFERENCE TO ADDRESS KEY POLICIES IN ELEVATING PRIMARY CARE THROUGH EDUCATIONAL SESSIONS AND IN-DEPTH DISCUSSIONS ON HOW TO MAKE THE VISION PRIMARY CARE SHOULD BE PERSON-CENTERED, TEAM-BASED, AND COMMUNITY-ALIGNED A REALITY.

    Expenses $210,982 · Revenue $201,900

  • MEMBER SERVICES - PROVIDE MEMBER SUPPORT THROUGH ENGAGING IN POLICY AND ADVOCACY EFFORTS TO ALLOCATE THE RESOURCES NEEDED FOR ADVANCED PRIMARY CARE AND ENSURE CONSUMER ACCESS TO SUCH CARE; SPONSORING AFFINITY GROUPS, POLICY CONVENINGS, AND MEMBERSHIP-ENGAGEMENT EVENTS; AND INFORMING MEMBERS ABOUT PAYMENT, DELIVERY, AND BENEFIT INNOVATIONS, AS WELL AS OTHER EVIDENCE, RELATED TO ADVANCED PRIMARY CARE THROUGH WEBINARS, PUBLICATIONS, NEWSLETTERS, AND PCC'S WEBSITE

    Expenses $903,268 · Revenue $814,281

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARK DEL MONTE

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN EDGMAN-LEVITAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • SEAN HOGAN

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • BOB CHESTNUT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CLIVE FIELDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LISA GABLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SINSI HERNANDEZ-CANCIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PETER LONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SHAWN MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN H MCDANIEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DARILYN MOYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DOROTHY SIEMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BRANDON WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ANN GREINER

    PRESIDENT AND CEO

    Total calculated
    $323,496
    From this org
    $289,600
    From related orgs
    $0
    Other
    $33,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,600
    Bonus
    $37,000
    Other
    $0
    Deferred
    $11,164
    Nontaxable benefits
    $22,732
    Filer's total
    $323,496

  • LARRY MCNEELY

    POLICY DIRECTOR

    Total calculated
    $144,325
    From this org
    $120,200
    From related orgs
    $0
    Other
    $24,125
    Hours/week
    40

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 · Written employment contract
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
18 September 2024
IRS schema version
2023v5.1
Source object
202402699349300515

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