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← IOWA PRIMARY CARE ASSOCIATION INC

Form 990 for tax year 2022

Filed by IOWA PRIMARY CARE ASSOCIATION INC.

Totals

Total revenue
$8,245,130
Total expenses
$8,028,148
Contributions and grants received
$4,446,014
Grants paid
$1,522,046
Program service revenue
$3,669,545
Investment income
$6,637
Other revenue
$122,934
Total assets, end of year
$3,481,476
Total liabilities, end of year
$1,553,432
Net assets or fund balances, end of year
$1,928,044
Program services expenses (Part IX)
$7,862,145
Management and general expenses
$166,003
Fundraising expenses
$0
Program service expenses (Part III)
$7,862,145

Program services were 97.9% 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.

  • 1b · Membership dues

    $464,464

  • 1e · Government grants (contributions)

    $3,275,184

  • 1f · All other contributions, gifts and grants

    $706,366

  • 2a · Program service revenue: MANAGEMENT FEES

    total $3,427,446 · related or exempt $3,427,446

  • 2b · Program service revenue: RECRUITING INCOME

    total $9,500 · related or exempt $9,500

  • 2c · Program service revenue: ANNUAL MEETING

    total $228,198 · related or exempt $228,198

  • 2d · Program service revenue: OTHER REVENUE

    total $4,401 · related or exempt $4,401

  • 3 · Investment income

    total $6,637 · excluded $6,637

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: GAIN ON INVESTMENT IN EQUITY INVESTEE

    total $122,934 · excluded $122,934

  • 11e · Other revenue, total

    $122,934

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,522,046 · program services $1,522,046

  • 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 $303,390 · program services $303,390

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $3,849,539 · program services $3,832,778 · management and general $16,761

  • 8 · Pension plan contributions

    total $197,909 · program services $197,865 · management and general $44

  • 9 · Other employee benefits

    total $323,309 · program services $323,309

  • 10 · Payroll taxes

    total $354,342 · program services $353,018 · management and general $1,324

  • 11a · Fees: management

    total $20,701 · program services $20,701

  • 11b · Fees: legal

    total $11,906 · program services $9,852 · management and general $2,054

  • 11c · Fees: accounting

    total $56,304 · program services $56,304

  • 11d · Fees: lobbying

    total $80,749 · program services $80,749

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $590,760 · program services $590,760

  • 12 · Advertising and promotion

    total $13,012 · program services $11,204 · management and general $1,808

  • 13 · Office expenses

    total $81,765 · program services $73,831 · management and general $7,934 · fundraising $0

  • 14 · Information technology

    total $54,235 · program services $54,235

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $34,128 · program services $34,128

  • 17 · Travel

    total $102,758 · program services $88,919 · management and general $13,839

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $191,230 · program services $177,536 · management and general $13,694

  • 20 · Interest

    total $493 · program services $374 · management and general $119

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $101,252 · management and general $101,252

  • 23 · Insurance

    total $42,887 · program services $42,207 · management and general $680

  • 24a · Other expenses: LICENSES, DUES, SUBSCRIPTIONS

    total $34,777 · program services $28,543 · management and general $6,234

  • 24b · Other expenses: RECRUITING & RETENTION

    total $58,056 · program services $57,808 · management and general $248

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $2,600 · program services $2,588 · management and general $12

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,819 · end of year $93,685

  • 2 · Savings and temporary cash investments

    beginning of year $626,794 · end of year $753,431

  • 3 · Pledges and grants receivable

    beginning of year $591,726 · end of year $547,316

  • 4 · Accounts receivable

    beginning of year $25,348 · end of year $24,596

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,194 · end of year $110,816

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

    $701,635

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

    $281,659

  • 10c · Land, buildings and equipment, net

    beginning of year $524,204 · end of year $419,976

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $582,160 · end of year $705,094

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $541,541 · end of year $826,562

  • 17 · Accounts payable and accrued expenses

    beginning of year $975,568 · end of year $852,273

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $220,385 · end of year $131,053

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $3,600 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $117,171 · end of year $570,106

  • 27 · Net assets without donor restrictions

    beginning of year $1,711,062 · end of year $1,928,044

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

ENHANCING COMMUNITY HEALTH CENTERS' CAPACITY TO CARE.

Activities or mission (Part I)

ENHANCING COMMUNITY HEALTH CENTERS' CAPCAITY TO CARE.

  • IOWA PRIMARY CARE ASSOCIATION HAS A MANAGEMENT AGREEMENT WITH IN CONCERTCARE, INC., A NON-PROFIT HEALTH CENTER CONTROLLED NETWORK RECOGNIZED BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION AND IOWA HEALTH CENTERS FOR ACCOUNTABILITY-WEST, LLC. IOWA PRIMARY CARE ASSOCIATION PERFORMS TECHNICAL SERVICES FOR IN CONCERTCARE, INC. IN A VARIETY OF AREAS INCLUDING CLINICAL APPLICATIONS EDUCATION, TRAINING AND SUPPORT, MEANINGFUL USE CERTIFICATION, CLINICAL QUALITY AND PERFORMANCE IMPROVEMENT, AND HEALTHCARE ANALYTICS AND REPORTING. IOWA PRIMARY CARE ASSOCIATION ALSO PROVIDES ALL ADMINISTRATIVE, FINANCIAL AND MANAGERIAL SERVICES FOR BOTH ORGANIZATIONS.

    Expenses $3,239,515 · Revenue $3,427,446

  • IOWA PRIMARY CARE ASSOCIATION PARTNERS WITH IOWA DEPARTMENT OF PUBLIC HEALTH TO PROVIDE ADVANCEMENT IN THE JEDI-B SPACE. THIS INCLUDED ASSESSMENTS WITH OUR IOWA FEDERALLY QUALIFIED HEALTH CENTERS' COMMUNITIES TO BE ABLE TO MEET ALL FQHC COMMUNITIES WHERE THEY ARE. WE ALSO DEVELOPED TRAINING AND ENGAGMENT TOOLS FOR FQHCS TO USE WITH STAFF, BOARD AND COMMUNITY MEMBERS. DEVELOPED TRAINING AND ENGAGMENT TOOLS FOR FQHCS TO USE WITH STAFF, BOARD AND COMMUNITY MEMBERS.

    Expenses $972,482 · Grants $270,000

  • IOWA PRIMARY CARE ASSOCIATION IS SUPPORTED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, HEALTH RESOURCES AND SERVICES ADMINISTRATION TO PROVIDE TECHNICAL, CLINICAL AND ADMINISTRATIVE NON-FINANCIAL ASSISTANCE TO FEDERALLY QUALIFIED HEALTH CENTER GRANTEES, LOOK-ALIKES AND MIGRANT HEALTH PROGRAMS IN IOWA TO MEET PROGRAM REQUIREMENTS AND IMPROVE PERFORMANCE. IN ADDITION, THE COMPANY WORKS WITH COMMUNITIES TO EVALUATE THE COMMUNITY HEALTH CENTER MODEL AS A SOLUTION TO A COMMUNITY'S NEED FOR INCREASED ACCESS TO HEALTH CARE.

    Expenses $922,546

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Aaron Todd

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $242,317
    From this org
    $119,508
    From related orgs
    $105,979
    Other
    $16,830
    Hours/week
    22 + 19 related

    Schedule J breakdown matched by us

    Base
    $113,876 + $100,984 related
    Bonus
    $5,632 + $4,995 related
    Other
    $0
    Deferred
    $6,875 + $6,096 related
    Nontaxable benefits
    $2,045 + $1,814 related
    Filer's total
    $128,428 + $113,889 related

  • Kelly Frett

    CHIEF OPERATING OFFICER

    Total calculated
    $199,817
    From this org
    $102,808
    From related orgs
    $84,116
    Other
    $12,893
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $96,044 + $78,582 related
    Bonus
    $6,764 + $5,534 related
    Other
    $0
    Deferred
    $5,763 + $4,715 related
    Nontaxable benefits
    $1,328 + $1,087 related
    Filer's total
    $109,899 + $89,918 related

  • Sarah Dixon

    SR DIRECTOR PARTNERSHIPS & DEV

    Total calculated
    $162,123
    From this org
    $114,295
    From related orgs
    $28,574
    Other
    $19,254
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $104,693 + $26,174 related
    Bonus
    $9,602 + $2,400 related
    Other
    $0
    Deferred
    $6,628 + $1,657 related
    Nontaxable benefits
    $8,775 + $2,194 related
    Filer's total
    $129,698 + $32,425 related

  • Amanda Carlson

    DIRECTOR OF ACCOUNTING

    Total calculated
    $127,707
    From this org
    $72,871
    From related orgs
    $35,891
    Other
    $18,945
    Hours/week
    27 + 13 related

  • Michaela Keller

    CLINICAL INFORMATICS MANAGER

    Total calculated
    $126,655
    From this org
    $58,242
    From related orgs
    $49,614
    Other
    $18,799
    Hours/week
    22 + 18 related

  • Tami Gillmore

    CHIEF FINANCIAL OFFICER

    Total calculated
    $118,295
    From this org
    $57,539
    From related orgs
    $47,077
    Other
    $13,679
    Hours/week
    22 + 18 related

  • Joy Alexander

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tony Flores

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mari Kaptain-Dahlen

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rich Gehrig

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tom Bowman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Samantha Cannon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Christine Kemp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Emily Tuschen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kelly Huntsman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gary Collins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Renae Kruckenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joe Lock

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Daniel Zinnel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bill Wypyski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ursula Livermore

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Danielle O'Brien-Day

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lucas Lemburg

    EX-OFFICIO BOARD MEMBER

    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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS: BONUS PAYMENTS ARE BASED ON MEETING QUARTERLY PERFORMANCE GOALS AND ORGANIZATIONAL STRATEGIC GOALS.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • INCONCERTCARE INC

    501(C) (4) · SUPPORT · IA · controlled entity

    Directly controlled by IOWA PCA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411299349303591

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