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Nonprofiteer
← PHYSICIANS CARECONNECTION

Form 990 for tax year 2022

Filed by PHYSICIANS CARECONNECTION.

Totals

Total revenue
$4,547,157
Total expenses
$4,451,595
Contributions and grants received
$4,289,389
Grants paid
$0
Program service revenue
$257,768
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,109,334
Total liabilities, end of year
$562,178
Net assets or fund balances, end of year
$547,156
Program services expenses (Part IX)
$4,132,144
Management and general expenses
$319,451
Fundraising expenses
$0
Program service expenses (Part III)
$4,132,144

Program services were 92.8% 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.

  • 1d · Related organizations

    $796,192

  • 1e · Government grants (contributions)

    $2,798,423

  • 1f · All other contributions, gifts and grants

    $694,774

  • 2a · Program service revenue: CARE/RENTAL ASSISTANCE

    total $257,768 · related or exempt $257,768

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $242,004 · program services $206,999 · management and general $35,005

  • 7 · Other salaries and wages

    total $1,032,276 · program services $854,453 · management and general $177,823

  • 8 · Pension plan contributions

    total $17,484 · program services $16,162 · management and general $1,322

  • 9 · Other employee benefits

    total $175,948 · program services $169,526 · management and general $6,422

  • 10 · Payroll taxes

    total $87,386 · program services $83,017 · management and general $4,369

  • 11b · Fees: legal

    total $1,142 · management and general $1,142

  • 11c · Fees: accounting

    total $58,165 · management and general $58,165

  • 11g · Fees: other

    total $401,003 · program services $401,003

  • 13 · Office expenses

    total $146,464 · program services $146,464

  • 14 · Information technology

    total $148,353 · program services $133,518 · management and general $14,835

  • 16 · Occupancy

    total $103,587 · program services $88,680 · management and general $14,907

  • 19 · Conferences, conventions and meetings

    total $2,000,638 · program services $1,998,562 · management and general $2,076

  • 22 · Depreciation, depletion and amortization

    total $30,082 · program services $27,074 · management and general $3,008

  • 24a · Other expenses: LICENSES AND FEES

    total $6,741 · program services $6,364 · management and general $377

  • 24b · Other expenses: OHIO ANNUAL FILING

    total $322 · program services $322 · management and general $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,099,194 · end of year $764,707

  • 4 · Accounts receivable

    beginning of year $99,641 · end of year $243,590

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,815 · end of year $45,655

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

    $400,910

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

    $345,528

  • 10c · Land, buildings and equipment, net

    beginning of year $79,682 · end of year $55,382

  • 17 · Accounts payable and accrued expenses

    beginning of year $125,920 · end of year $117,708

  • 19 · Deferred revenue

    beginning of year $780,434 · end of year $414,000

  • 25 · Other liabilities

    beginning of year $19,384 · end of year $30,470

  • 27 · Net assets without donor restrictions

    beginning of year $451,594 · end of year $547,156

Mission and programs · 2022

Mission

PHYSICIANS AND OTHER EXPERTS DEDICATED TO OPTIMIZING THE HEALTH OF THOSE MOST VULNERABLE IN CENTRAL OHIO.

Activities or mission (Part I)

PCC COORDINATES CARE FOR VULNERABLE ADULTS IN CENTRAL OHIO.

  • PHYSICIANS AND OTHER EXPERTS DEDICATED TO OPTIMIZING THE HEALTH OF THOSE MOST VULNERABLE (ANY PERSON WHO HAS HEALTHCARE CHALLENGES DUE TO INDIVIDUAL BARRIERS) IN CENTRAL OHIO IS THE MISSION OF PHYSICIANS CARECONNECTION (PCC). PHYSICIANS CARECONNECTION (PCC) SPECIALIZES IN HEALTH AND RELATED SOCIAL NEEDS THAT DIRECTLY INFLUENCE THE QUALITY OF LIFE FOR PEOPLE WHO ARE VULNERABLE. THIS IS DONE BY PROVIDING HIGH TOUCH CARE COORDINATION WHICH INCLUDES CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES. FOR PEOPLE WHO ARE VULNERABLE THIS TYPE OF COORDINATION REQUIRES SIGNIFICANT FINANCIAL AND HUMAN RESOURCES. INDIVIDUALS WHO NEED ASSISTANCE WITH HEALTHCARE AND SOCIAL SERVICES ARE SCREENED FOR PHYSICAL AND MENTAL HEALTH STATUS, FOOD INSECURITY, HOUSING STABILITY, AND OTHER SOCIAL DETERMINANTS OF HEALTH (I.E. UTILITY ASSISTANCE, TRANSPORTATION, INTERPRETATION NEEDS ETC.).POVERTY, UNEMPLOYMENT, POOR NUTRITION, SUBSTANDARD HOUSING, LIMITED EDUCATIONAL OPPORTUNITIES, AND CHRONIC STRESS ARE ALL BARRIERS TO THE HEALTH AND WELLBEING OF PEOPLE WHO ARE VULNERABLE. OUR STAFF AND LEADERSHIP UNDERSTAND THAT THE ISSUE IS NOT JUST HEALTHCARE, IT IS THE NUMBER OF RISK FACTORS OUTSIDE OF HEALTHCARE THAT IMPACTS AN INDIVIDUAL'S WELLBEING.BY PROVIDING PEOPLE CENTERED CARE COORDINATION, OUR GOAL IS TO MAKE CONNECTIONS TO RESOURCES FOR PEOPLE SO THAT THEY CAN IMPROVE THEIR LIVES. ESTABLISHED IN 1993, BY THE COLUMBUS MEDICAL ASSOCIATION TO ENABLE HEALTH CARE PROFESSIONALS AND VOLUNTEERS TO PROVIDE QUALITY HEALTHCARE FOR THOSE MOST IN NEED IN OUR COMMUNITY; PCC HAS ACHIEVED SUCCESSFUL OUTCOMES FOR HIGH-RISK POPULATIONS THROUGH OUR UNIQUE MODEL OF PEOPLE CENTERED CARE COORDINATION.OUR INTENT IS TO PROVIDE INCREASED ACCESS TO HEALTH CARE SERVICES AND COMMUNITY RESOURCES FOR PEOPLE WHO WOULD OTHERWISE GO WITHOUT IT. OUR APPROACH IS INDIVIDUALIZED, AND RESOURCE COORDINATION CATERS TO THE INDIVIDUAL OR FAMILY BEING SERVED. THE GOAL IS TO "FOCUS," ON NEEDS AND ADDRESS THEM EVEN IF IT INVOLVES MORE THAN ONE SOLUTION.THE TARGET POPULATION FOR OUR SERVICES IS ANY PERSON (AT RISK FAMILIES) EXPERIENCING A HEALTH CARE CHALLENGE AND A SOCIAL BARRIER. THIS INCLUDES WORKING POOR, IMMIGRANT POPULATIONS (DOCUMENTED AND UNDOCUMENTED), PEOPLE WITH GAPS IN MEDICARE COVERAGE, MEDICAID PENDING/ELIGIBLE, PREGNANT WOMEN, INDIVIDUALS WHO ARE NOT ELIGIBLE FOR MEDICAID AND DUE TO THEIR INCOME ARE EXEMPT FROM HAVING TO OBTAIN INSURANCE THROUGH THE MARKETPLACE, PATIENTS ENROLLED IN THE MARKETPLACE, PATIENTS WITH HIGH DEDUCTIBLE CATASTROPHIC COVERAGE, FOOD INSECURE FAMILIES, AND FAMILIES FACING EVICTION.IN 2022, WE HELPED 3,943 PEOPLE WHO WERE VULNERABLE SCHEDULE 4,194 MEDICAL APPOINTMENTS(PRIMARY, SPECIALTY, DIAGNOSTIC, DENTAL, AND PRENATAL CARE). WE PROCESSED 1,066 APPLICATIONS FOR RENT AND UTILITY ASSISTANCE AND PROVIDED $1.9 MILLION DOLLARS IN ASSISTANCE TO PREVENT FAMILIES FROM BEING EVICTED FROM THEIR HOMES.

    Expenses $4,132,144 · Revenue $257,768

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

Listed in Part VII

  • Brian Pierson

    TRUSTEE- PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Cregg Ashcraft MD

    MEDICAL DIRECTOR

    Total calculated
    $55,100
    From this org
    $55,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Debra Wright Cnp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Francis Blais Do

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Heather Slattery

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jaime Capestany Rph

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • June Gutterman EdD

    TRUSTEE-PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Lanla Conteh MD

    TRUSTEE-PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Monica Hueckel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Shaun Rotenberg DMD

    TRUSTEE-PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Tracy Davidson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jerry Valentine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Stacy Conrad

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • James Cottle DDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Heather Langerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Lockwood

    TRUSTEE-PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Mrunal Shah MD

    PAST PRESIDENT-PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Robert Balchick MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Isi Ikhareba

    ORGANIZATION PRESIDENT

    Total calculated
    $186,903
    From this org
    $152,262
    From related orgs
    $0
    Other
    $34,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,262
    Bonus
    $0
    Other
    $0
    Deferred
    $9,545
    Nontaxable benefits
    $25,096
    Filer's total
    $186,903
  • Laurie Hawkins

    CFO/COO

    Total calculated
    $188,503
    From this org
    $0
    From related orgs
    $152,974
    Other
    $35,529
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,974 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,546 related
    Nontaxable benefits
    $0 + $25,983 related
    Filer's total
    $0 + $188,503 related
  • Robert E Falcone MD

    CEO

    Total calculated
    $266,786
    From this org
    $0
    From related orgs
    $265,421
    Other
    $1,365
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,421 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,365 related
    Filer's total
    $0 + $266,786 related

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

None.

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

The filer's explanations (Part III)

PART I, LINE 3:
THE ORGANIZATION'S CEO, ROBERT FALCONE, IS COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION, THE COLUMBUS MEDICAL ASSOCIATION FOUNDATION, PERFORMS THE COMPENSATION REVIEW THROUGH THE CEO EVALUATION COMMITTEE AND USES AN EMPLOYMENT CONTRACT WITH BOARD APPROVAL.

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.

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.

  • COLUMBUS MEDICAL ASSOCIATION FOUNDATION

    501(C)(3) · SUPPORT INITIATIVES THAT IMPROVE THE HEALTH OF CENTRAL OHIO RESIDENTS · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • COLUMBUS MEDICAL ASSOCIATION

    501(C)(6) · ADVANCING COMMUNITY HEALTH THROUGH ADVOCACY, EDUCATION AND SERVICE · OH

  • COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED

    501(C)(3) · FUND PHILANTHROPIC INTERESTS · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION FOUNDATION

  • COTS

    501(C)(3) · REDUCING INJURIES AND SAVING LIVES BY IMPROVING EMERGENCY SERVICES · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • PHYSICIANS LEADERSHIP ACADEMY

    501(C)(3) · SUPPORT PHYSICIANS WITH LEADERSHIP TRAINING · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333189349316748

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