2023-12-05T13:35:47-06:00 2023-03-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-04-01 930877986 OREGON PRIMARY CARE ASSOCIATION OREG 5032288852 623 SW OAK ST 300 PORTLAND OR 97205 JOAN WATSON-PATKO EXECUTIVE DIRECTOR 5032288852 2023-12-04 1 JOAN WATSON-PATKO 999009999 0 WENDY CAMPOS P00448102 5032421447 2023-12-04 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOAN WATSON-PATKO 623 SW OAK ST 300 PORTLAND OR 97205 5572134 0 X WWW.ORPCA.ORG X 1984 OR LEADING THE TRANSFORMATION OF PRIMARY CARE TO ACHIEVE HEALTH EQUALITY FOR ALL. 15 15 33 30 0 0 3267433 3820592 693050 1732772 0 18770 0 0 3960483 5572134 1000153 1744591 0 0 2271453 2836323 0 0 0 803896 1097326 4075502 5678240 -115019 -106106 2427787 3503633 308865 1515549 2118922 1988084 LEADING THE TRANSFORMATION OF PRIMARY CARE TO ACHIEVE HEALTH EQUITY FOR ALL. 0 0 2131120 0 1035747 THE BUREAU OF PRIMARY HEALTH CARE PROVIDES HEALTH POLICY AND TECHNICAL ASSISTANCE SUPPORT TO COMMUNITY-BASED NON-PROFIT HEALTH CENTERS THAT PROVIDE PRIMARY HEALTH CARE TO LOW-INCOME OR UNINSURED RESIDENTS OF OREGON. IN ADDITION TO HEALTH POLICY EFFORTS, OPCA SERVICES TO HEALTH CENTERS INCLUDE ASSISTANCE WITH CLINICAL SERVICES, FINANCIAL MANAGEMENT, CLINIC ADMINISTRATION AND LEADERSHIP. 2149848 1744591 210433 OPCA PROVIDES DIRECT SUPPORT TO COMMUNITY HEALTH CENTER MEMBERS ATTENDING CONFERENCES AND MEETINGS FOCUSED ON PRIMARY CARE MEDICAL HOME TRANSFORMATION, SUPPORT FOR POLICY EFFORTS TO EDUCATE STAKEHOLDERS ABOUT THE IMPORTANCE OF PAYMENT REFORM FOR PRIMARY CARE, AND OTHER CONSULTING SUPPORT FOR TECHNICAL ASSISTANCE IN CLINICAL QUALITY IMPROVEMENT. OPCA ALSO EDUCATES THE PUBLIC AND KEY STAKEHOLDERS ABOUT CRITICAL HEALTH CARE REFORM ISSUES THAT ARE OFTEN GIVEN LIMITED ATTENTION, PARTICULARLY REDUCING SYSTEMIC COSTS. 0 0 486592 COMMUNITY HEALTH CENTER NETWORK OF OREGON IS A CLINICALLY INTERGRATED NETWORK THAT SEEKS TO ADVANCE HEALTH EQUITY THROUGH THE OPERATION OF A NETWORK THAT CONTRACTS WITH COORDINATED CARE ORGANIZATIONS, HEALTH MAINTENANCE ORGANIZATIONS, PREFERRED PROVIDER ORGANIZATIONS, INSURANCE COMPANIES, EMPLOYERS, MANAGED CARE ORGANIZATIONS, AND OTHER THIRD-PARTY PAYORS UNDER VALUE-BASED PAYMENT ARRANGEMENTS. 4280968 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 28 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 OR X KALA BIITTNER 5032288852 623 SW OAK ST SUITE 300 PORTLAND OR 97205 GIL MUNOZ PRESIDENT (THRU 5/22) 1.00 X X 0 0 0 WILLIAM NORTH PRESIDENT (AS OF 5/22) 1.00 X X 0 0 0 LINDA MAXON TREASURER (THRU 12/22) 1.00 X X 0 0 0 BLAIN WEST TREASURER (AS OF 12/22) 1.00 X X 0 0 0 ANDREW SUCHOCKI SECRETARY 1.00 X X 0 0 0 LISA CLINE DIRECTOR 1.00 X 0 0 0 VICTORIA DEMCHAK DIRECTOR 1.00 X 0 0 0 BOB DUEHMIG DIRECTOR 1.00 X 0 0 0 AMY FINE DIRECTOR 1.00 X 0 0 0 KEVIN HEIDRICK DIRECTOR 1.00 X 0 0 0 TIM HEINZE DIRECTOR (THRU 11/22) 1.00 X 0 0 0 PATRICIA PATRON DIRECTOR 1.00 X 0 0 0 NIC POWERS DIRECTOR 1.00 X 0 0 0 MARLENE PUTMAN DIRECTOR 1.00 X 0 0 0 ROB TRACHTENBERG DIRECTOR (THRU 12/22) 1.00 X 0 0 0 CHRIS HECHT DIRECTOR 1.00 X 0 0 0 ADRIENNE DANIELS DIRECTOR 1.00 X 0 0 0 KIM LEATHLEY DIRECTOR 1.00 X 0 0 0 PATRICK STORY DIRECTOR 1.00 X 0 0 0 JENNIFER THOMPSON DIRECTOR (THRU 6/22) 1.00 X 0 0 0 JOAN WATSON-PATKO EXECUTIVE DIRECTOR 40.00 X 169766 0 12334 KALA BIITTNER FINANCE SR DIRECTOR (AS OF 9/22) 40.00 X 41655 0 1858 KEVIN ROGERS FINANCE DIRECTOR (THRU 5/22) 40.00 X 50558 0 2446 JOHN DUKE INTERIM NETWORK DIRECTOR 40.00 X 137747 0 14944 CLAIRE TRANSCHESE DEPUTY DIRECTOR 40.00 X 117634 0 14139 DANIELLE SOBEL POLICY AND REGULATORY AFFAIRS SENIOR DIRECTOR 40.00 X 109149 0 14289 626509 0 60010 4 0 1 0 0 3683894 136698 3820592 MEMBERSHIPS 621300 780399 780399 NETWORK PARTICIPATION 621300 486592 486592 SUPPORT SERVICES 621300 255348 255348 WORKSHOPS & FORUMS 621300 210433 210433 1732772 18770 18770 5572134 1732772 0 18770 1744591 1744591 280780 210585 70195 2019029 1182987 836042 83041 50319 32722 280103 169729 110374 173370 105054 68316 45170 6762 38408 80067 11986 68081 380681 82497 298184 64382 41648 22734 191678 115491 76187 92714 63365 29349 54061 4753 49308 EQUIPMENT AND MAINTENAN 161985 65942 96043 MEMBERSHIPS, DUES, AND 15424 3513 11911 ADMINISTRATIVE DISTRIBU 11164 421746 -410582 5678240 4280968 1397272 0 1121529 1099552 697569 1088667 446884 52083 58675 178598 85823 59448 146179 25046 17307 121133 0 904152 2427787 3503633 251109 403685 57756 0 0 1111864 308865 1515549 X 1960819 1907648 158103 80436 2118922 1988084 2427787 3503633 -106106 -24732 0 X X 0 1 X 1 1 1 X 2023905 2532951 2883155 3267433 3820592 14528036 2023905 2532951 2883155 3267433 3820592 14528036 471082 14056954 13326 15114 3648 0 18770 50858 16434 45893 4033 66360 14645254 4170662 0.95980 0.93570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 16,434. 2019 AMOUNT: $ 45,893. 2020 AMOUNT: $ 4,033. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 50781 50781 5627459 5678240 433912 108478 0 0 287710 290118 364847 433912 1376587 2064881 67879 73150 58248 50781 250058 71928 72530 91212 108478 344148 516222 4073 34650 0 38723 146179 25046 121133 121133 OPERATING LEASE RIGHT OF USE ASSET 904152 904152 OPERATING LEASE LIABILITY 1111864 1111864 X PART X, LINE 2: OPCA IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS OPCA DOES NOT CONDUCT ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX. OPCA IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) PER PROFESSIONAL STANDARDS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 AVIVA HEALTH 150 KENNETH FORD DR ROSEBURG OR 97470 931070304 501(C)(3) 149091 0 MEDICAL SUPPORT CLACKAMAS COUNTY 2051 KEAN ROAD OREGON CITY OR 97045 936002286 GOV 30000 0 MEDICAL SUPPORT LA CLINICA 3617 S PACIFIC HWY MEDFORD OR 97501 943096772 501(C)(3) 250000 0 MEDICAL SUPPORT MULTNOMAH COUNTY HEALTH DEPARTMENT 209 SW 4TH AVE SUITE 510 PORTLAND OR 97204 936002309 GOV 121254 0 MEDICAL SUPPORT ONE COMMUNITY HEALTH 849 PACIFIC AVE HOOD RIVER OR 97031 930910794 501(C)(3) 427346 0 MEDICAL SUPPORT SISKIYOU COMMUNITY HEALTH CENTER 1701 NW HAWTHORNE AVE GRANTS PASS OR 97526 930628804 501(C)(3) 250000 0 MEDICAL SUPPORT VIRGINIA GARCIA MEMORIAL HEALTH CENTER PO BOX 6149 ALOHA OR 97007 930717997 501(C)(3) 516900 0 MEDICAL SUPPORT 7 0 PART I, LINE 2: PRIOR TO GIVING MONEY TO ANOTHER ORGANIZATION, OPCA ENSURES THE RECIPIENT IS A QUALIFIED CHARITABLE ORGANIZATION. FOLLOW-UP REPORTING IS UTILIZED TO EVALUATE ACTIONS TAKEN WITH THE FUNDS AND THE OUTCOMES OF THOSE ACTIONS. X X X X X 0 0 0 0 0 0 0 0 0 JOAN WATSON-PATKO EXECUTIVE DIRECTOR 169766 0 0 0 0 0 6451 0 5883 0 182100 0 0 0 JOHN DUKE INTERIM NETWORK DIRECTOR 137747 0 0 0 0 0 5510 0 9434 0 152691 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD'S OFFICERS, THE IMMEDIATE PAST PRESIDENT OF THE BOARD, AND THE EXECUTIVE DIRECTOR AS AN EX-OFFICIO MEMBER. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE OPCA, BOARD WORK PROGRAMS, ANY PROJECTS OF BOARD COMMITTEES, AND TO TRANSACT BUSINESS BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS IN KEEPING WITH THE ORGANIZATION'S MISSION, BYLAWS, AND ARTICLES OF INCORPORATION. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATION TO THE FULL BOARD REGARDING DECISIONS THAT HAVE A SIGNIFICANT IMPACT ON OPCA AND ITS MEMBERS. THE EXECUTIVE COMMITTEE: (A) REVIEWS THE MISSION, VISION, AND VALUES FOR OPCA, AND SERVES AS AN ADVISORY COMMITTEE TO STRATEGIC PLANNING PROCESSES LED BY OPCA; (B) ADVISES OPCA REGARDING THE GOALS OF THE TRAINING AND TA PROGRAMS IN THE AREAS OF QUALITY, CLINIC MANAGEMENT, FINANCIAL MANAGEMENT AND LEADERSHIP; (C) REPORTS ALL BUSINESS TRANSACTED BY ITSELF TO THE BOARD OF DIRECTORS AT THE BOARD'S NEXT MEETING; AND (D) ADDRESSES THE PROCESS OF SELECTION, REVIEW, AND DISMISSAL OF OPCA'S EXECUTIVE DIRECTOR AND, AS NECESSARY, GUIDES THE EXECUTIVE DIRECTOR IN DEVELOPING SOUND AND REALISTIC PERSONNEL PROGRAMS FOR THE OPCA. FORM 990, PART VI, SECTION A, LINE 3 OPCA HIRED COMMUNITY LINK CONSULTANTS TO FILL AN INTERIM CFO ROLE. MISTY DILMORE AND ZACHARY MUELLER SERVED AS THE INTERIM CFO STARTING MAY 2022. COMMUNITY LINK CONSULTANTS WERE PAID $67,040 FOR THESE SERVICES IN THE 2022 CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 6 OPCA HAS TWO MEMBERSHIP CATERORIES. THE FIRST CATEGORY CONSISTS OF BUREAU OF PRIMARY HEALTH CARE ("BPHC") 330-FUNDED FQHCS AND FEDERALLY DESIGNATED FQHC LOOK-ALIKES. THE SECOND CATEGORY, AFFILIATE MEMBERS, INCLUDES OTHER ORGANIZATIONS AND INDIVIDUALS INTERESTED OR INVOLVED IN THE PROMOTION OF PRIMARY CARE WHO SUPPORT OPCA THROUGH THE PAYMENT OF DUES. ALL FQHCS AND FQHC LOOK-ALIKES WHO HAVE PAID THEIR DUES HAVE ONE VOTE AND AFFILIATE BOARD MEMEBERS SITTING ON THE GOVERNING BOARD HAVE ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY A MAJORITY VOTE OF THE MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ANY BOARD MEMBER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE BY THE VOTE OF THE MEMBERS AT ANY SPECIAL MEETING CALLED FOR SUCH PURPOSE OR AT ANY REGULAR MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE EXCUTIVE DIRECTOR, THE FINANCE AND OPERATIONS SENIOR DIRECTOR, THE BOARD PRESIDENT, AND THE BOARD TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OPCA REQUIRES STAFF AND CANDIDATES FOR BOARD MEMEBERS TO ANNUALLY COMPLETE A DISCLOSURE OF INTEREST FORM. STAFF SHALL MAKE DISCLOSURES IN WRITING TO THE EXECUTIVE DIRECTOR AND/OR DESIGNATED EMPLOYEES WHILE THE EXECUTIVE DIRECTOR SHALL MAKE DISCLOSURES TO THE CHAIR OF THE BOARD WHO WILL, IN-TURN, BE RESPONSIBLE FOR ADVISING THE BOARD OF SUCH DISCLOSURES. DISCLOSURES MUST BE MADE AT THE AT THE DATE OF HIRE AND UPDATED ANNUALLY OR WITHIN SEVEN DAYS OF A STATUS CHANGE IN A STAFF MEMEBERS' INTEREST IN ORDER TO FACILITATE OPCA'S DETERMINATION AS TO WHETHER CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A AN OUTSIDE HR CONSULTANT MEETS WITH THE BOARD PRESIDENT TO REVIEW SALARY SURVEYS SHARING THE RESULTS WITH THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE EVALUATES THE EXECUTIVE DIRECTOR AND THE BOARD PRESIDENT SETS UP AND NEGOTIATES THE NEW CONTRACT. THE PROCESS WAS LAST COMPLETED IN 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FROM OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. OREGON NETWORK OF COMMUNITY HEALTH CENTERS 623 SW OAK ST SUITE 300 PORTLAND OR 97205 852456023 ADVANCE HEALTH EQUITY OR 482151 254332 OREGON PRIMARY CARE ASSOCIATION COMMUNITY HEALTH ADVOCATES OF OREGON 623 SW OAK ST SUITE 300 PORTLAND OR 97205 061780181 HEALTH EDUCATION OR 501(C)(4) OREGON PRIMARY CARE ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0