2023-10-02T20:18:58-04:00 2022-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2022-01-01 270021804 UTAH PARTNERS FOR HEALTH UTAH 8014170131 7651 S MAIN ST MIDVALE UT 840477101 DEBRA TURNER CEO 8014170131 2023-09-26 DEBRA TURNER XXX-XX-XXXX true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2023-10-02 2022 2023-04-26 12:10:37Z DEBRA TURNER 7651 S MAIN ST MIDVALE UT 840477101 6245933 false X WWW.UPFH.ORG X 2002 UT UTAH PARTNERS FOR HEALTH PROVIDES COMPASSIONATE, COMPREHENSIVE, QUALITY CARE TO EMPOWER UNDERSERVED INDIVIDUALS, FAMILIES, AND COMMUNITIES IN A PATIENT CENTERED MEDICAL HOME. 11 11 84 11 0 4283884 4204420 1306844 1989457 1618 5599 65421 46457 5657767 6245933 0 0 3014096 3719377 0 50961 1567939 2216914 4582035 5936291 1075732 309642 4728411 5172219 1509705 1643871 3218706 3528348 X UTAH PARTNERS FOR HEALTH PROVIDES COMPASSIONATE, COMPREHENSIVE, QUALITY CARE TO EMPOWER UNDERSERVED INDIVIDUALS, FAMILIES, AND COMMUNITIES IN A PATIENT CENTERED MEDICAL HOME. false false 5193818 1989457 IN 2022, UPFH SERVED 7,165 PATIENTS WITH 18,068 VISITS. LOOKING BACK, UPFH CREATED: - 4.5 NEW JOBS - PROMOTED 7 PEOPLE INTERNALLY, - AND TURNED OVER 10 JOBS. UPFH HAS GROWN TO 65 EMPLOYEES AND HAVE MAINTAINED BENEFITS OF HEALTH, DENTAL, AND VISION INSURANCE, HEALTH SAVINGS, WHILE KEEPING OUR COST PER VISIT, AND PATIENT, LOWER THAN THE STATE AVERAGE. UPFH CONTINUES TO SERVE THE HIGHEST PERCENTAGE OF UNINSURED PATIENTS OF ANY COMMUNITY HEALTH CENTER IN THE STATE OF UTAH (75%). THIS IS ALWAYS A CHALLENGE BECAUSE IT MEANS WE ARE OPERATING PRIMARILY OUT OF PATIENT COPAYS, GRANTS, AND DONATIONS, RATHER THAN PATIENT SERVICE REVENUES FROM INSURANCE PAYORS. AND YET EVERY DOLLAR DONATED AND EARNED HELPS US SERVE MORE UNDERSERVED PATIENTS. OUR PATIENTS VISITS GREW BY 2.3% AND WE HIT EVERY REVENUE GOAL FOR 2022 DESPITE NOT QUITE HITTING OUR ENCOUNTER GOALS DUE TO BEING DOWN A MEDICAL PROVIDER FOR 7 MONTHS. OUR PATIENT PAYOR MIX HAS CONTINUED TO SHIFT: - SELF-PAY PATIENTS SHIFTED FROM 77% TO 75% - SELF-PAY BILLABLE ENCOUNTERS SHIFTED FROM 73% TO 68% - PRIVATELY INSURED PATIENTS ARE UP 2%. OUR UPFH PATIENTS IN 2022: - 89% UNDER 200% FPG - 54% UNDER 100% FPG - 75% UNINSURED - 75% HISPANIC OR LATINO - 67% BEST SERVED IN A LANGUAGE OTHER THAN ENGLISH. - 61% FEMALE AT BIRTH AND 44% BY GENDER IDENTITY - 39% MALE AT BIRTH AND 27% BY GENDER IDENTITY - 18% LESBIAN, GAY, BISEXUAL OR OTHER - 28% 19 OR UNDER - 44% 20-50 - 21% 51-64 - 7% OVER 65 PHARMACY BROUGHT IN ADDITIONAL INSURANCE REVENUES WHILE LOWERING DRUG COSTS AND COPAYS FOR OUR PATIENTS. IN 2022, THE PHARMACY FILLED NEARLY 12,000 PRESCRIPTIONS. UPFH SUCCESSFULLY STARTED UTILIZING NEW SPACE IN BOTH OUR MEDICAL CLINICS, INCLUDING GAINING 2000 SQUARE FEET ADJACENT TO THE MID-VALLEY HEALTH CLINIC FROM SALT LAKE COUNTY IN JUNE (ACHIEVING A LONG-HELD GOAL TOWARD INTEGRATION OF SPACE AND SERVICES), AND GETTING FULLY STAFFED ON PROVIDERS TO FILL THE WEST JORDAN FAMILY CLINIC. THESE CLINICS PROVIDED 8,421 MEDICAL VISITS, 1395 COMMUNITY HEALTH WORKER/HEALTH EDUCATION VISITS AND 8,436 PATIENT INSURANCE NAVIGATOR ASSISTS IN 2022. UPFH OBTAINED THE EQUIPMENT NEEDED TO START IN-HOUSE OPTICAL SERVICE TO HELP CLEAR OUR WAITING LISTS AND WORKED IN PARTNERSHIP WITH NUMEROUS ORGANIZATION TO CREATE ACCESS TO VISION SERVICES. OUR MOBILE MEDICAL AND VISION TRAILERS WENT ON SITE TO 45 LOCATIONS FOR A TOTAL OF 187 CLINICS IN 2022. SITES INCLUDE A HOMELESS SHELTER, TWO TREATMENT CENTERS, NON-PROFIT ORGANIZATIONS AND TITLE I SCHOOLS IN GRANITE AND CANYONS DISTRICTS. MOBILE MEDICAL CLINICS PROVIDED 747 FREE VISITS, INCLUDING 105 MOBILE MEDICATED ASSISTED TREATMENT (MAT) VISITS FOR PATIENTS WITH INCOMES LESS THAN 200% OF FEDERAL POVERTY GUIDELINES. THE MOBILE CLINICS REDUCE CARE ACCESS BARRIERS, SUCH AS LANGUAGE, TRANSPORTATION, AND INCOME, AND MAKE CARE ACCESSIBLE. OUR VISION SERVICES PROVIDED EXAMS TO 1,761 PATIENTS IN 2022 AND GAVE OUT 1,507 PAIRS OF FREE GLASSES. SUBSTANCE USE DISORDER SERVICES HAVE CONTINUED, AND WE MAINTAINED MOBILE MAT SERVICES AT THE ORANGE STREET TREATMENT CENTER ALL YEAR WITH GOOD SUCCESS AND PARTNERSHIP. WE LOOK FORWARD TO EVEN STRONGER INTEGRATION BETWEEN MEDICAL AND BEHAVIORAL HEALTH FOR OUR PATIENTS IN 2023. WE INCREASED ACCESS AND INTEGRATION OF COUNSELING AND DENTAL SERVICES, ADDING SPACE (TWO MORE DENTAL OPERATORIES), PROVIDERS, AND INTERNS TO EACH SPECIALTY. DENTAL PATIENTS INCREASED 22% AND VISITS INCREASED BY 17%. COUNSELING PATIENTS INCREASED BY 25% AND VISITS BY 31% IN A YEAR WHEN DEMAND FOR COUNSELING SERVICES IS AT AN ALL TIME HIGH NATIONWIDE. UPFH SUCCESSFULLY COMPLETED THE APPLICATION AND WAS AWARDED THE RENEWAL OF OUR FEDERAL GRANT AWARD FOR THE NEXT 3 YEARS. 211556 UTAH PARTNERS FOR HEALTH COLLABORATES WITH MULTIPLE FOR-PROFIT CLINICS WILLING TO PROVIDE IN-KIND DONATIONS TO INDIVIDUALS IN NEED OF HEALTH CARE IN MAGNA, WEST VALLEY, AND KEARNS, UTAH. MODEL I - PROVIDES ACCESS TO PRIMARY MEDICAL, PHYSICAL THERAPY, AND DIAGNOSTIC SERVICES AT PARTNER FOR PROFIT HEALTH CARE CLINICS AT A FRACTION OF THE COST. PRIVATE PARTNER PROVIDERS DONATE 77% OF THEIR USUAL CHARGES TO OUR LOW-INCOME AND UNINSURED PATIENTS. THIS PROGRAM PROVIDED 1,303 MEDICAL VISITS IN 2022 INCLUDING DIAGNOSTIC TESTING SUCH AS MRI, CT SCAN, AND RADIOLOGY. IN MODEL ONE, EACH 1 DONATED WAS LEVERAGED FOR 18.61 IN TOTAL CARE. IN-KIND DONATIONS TOTALED 178,810 FOR MODEL 1 AND 277,419 ORGANIZATION WIDE. 5405374 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false true false false true false false false false false false false false true 12 0 84 true false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false UT X X DEBRA TURNER 8014170131 7651 S MAIN ST MIDVALE UT 840477101 DEBRA TURNER CEO 40.00 X 99099 0 11301 ESTHER AGUIAR-ISLES DIRECTROR 0.35 X 0 0 0 JESSICA LATHAM DIRECTOR 0.35 X 0 0 0 ALMA MAZON-MONGE DIRECTOR 0.35 X 0 0 0 SEAN PETERSEN TREASURER 0.80 X X 0 0 0 CESCILEE RALL VICE CHAIR 0.58 X X 0 0 0 SCARLETH RAMNARINE DIRECTOR 0.40 X 0 0 0 BURTON A ROJAS DIRECTOR 0.45 X 0 0 0 JAMIE ROWLEY DIRECTOR 0.35 X 0 0 0 CHERYL SHEPHERD BOARD CHAIR 0.80 X X 0 0 0 TRACY STOCKING DIRECTOR 0.58 X 0 0 0 FAHINA TAVAKE-PASI DIRECTOR 0.35 X 0 0 0 99099 11301 false false false 3465901 738519 286066 4204420 MEDICAID FEES 732752 732752 PRIVATE INSURANCE FEES 523337 523337 SELF-PAY FEES 520642 520642 MEDICARE FEES 114363 114363 PUBLIC INSURANCE 98198 98198 165 165 1989457 5599 5599 46457 46457 46457 46457 6245933 1989457 52056 95444 76737 18707 2984973 2817974 145730 21269 79597 72815 5747 1035 332032 303744 23981 4307 227331 207963 16418 2950 15100 15100 424164 362584 61580 380 380 71119 32377 38742 140680 140680 144864 134822 8512 1530 25700 19261 6439 16498 3909 12589 47583 47583 231011 192666 37330 1015 31807 25253 6481 73 PHARMACEUTICALS 530687 530687 SUPPLIES 319043 319043 LABORATORY 181950 181950 LICENSE AND DUES 17377 8976 8326 75 18951 2707 16244 5936291 5405374 479956 50961 123233 95481 1199130 1698853 397494 305833 84468 123788 74156 146638 7088 8488 3546850 753712 2842842 2793138 4728411 5172219 234357 424161 1275348 1219710 1509705 1643871 X 3162456 3422098 56250 106250 3218706 3528348 4728411 5172219 309642 X false true X true true true X 2338009 2435775 3099983 4283884 4204420 16362071 766340 839758 931260 1306844 1989457 5833659 3104349 3275533 4031243 5590728 6193877 22195730 22195730 4312 64592 130444 67039 52056 318443 4312 64592 130444 67039 52056 318443 3108661 3340125 4161687 5657767 6245933 22514173 0.98590 0.98080 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 403062 403062 1528106 226065 1302041 1227154 274450 952704 388528 253197 135331 2793138 6245933 6245933 6245933 5936291 5936291 5936291 TRACY STOCKING BOARD MEMBER 473 ARCHITECTURAL SERVIC false X 650 286066 ESTIMATED FMV false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PAGE 2, PART III, LINE 4A IN 2022, UPFH SERVED 7,165 PATIENTS WITH 18,068 VISITS. LOOKING BACK, UPFH CREATED: - 4.5 NEW JOBS - PROMOTED 7 PEOPLE INTERNALLY, - AND TURNED OVER 10 JOBS. UPFH HAS GROWN TO 65 EMPLOYEES AND HAVE MAINTAINED BENEFITS OF HEALTH, DENTAL, AND VISION INSURANCE, HEALTH SAVINGS, WHILE KEEPING OUR COST PER VISIT, AND PATIENT, LOWER THAN THE STATE AVERAGE. UPFH CONTINUES TO SERVE THE HIGHEST PERCENTAGE OF UNINSURED PATIENTS OF ANY COMMUNITY HEALTH CENTER IN THE STATE OF UTAH (75%). THIS IS ALWAYS A CHALLENGE BECAUSE IT MEANS WE ARE OPERATING PRIMARILY OUT OF PATIENT COPAYS, GRANTS, AND DONATIONS, RATHER THAN PATIENT SERVICE REVENUES FROM INSURANCE PAYORS. AND YET EVERY DOLLAR DONATED AND EARNED HELPS US SERVE MORE UNDERSERVED PATIENTS. OUR PATIENTS VISITS GREW BY 2.3% AND WE HIT EVERY REVENUE GOAL FOR 2022 DESPITE NOT QUITE HITTING OUR ENCOUNTER GOALS DUE TO BEING DOWN A MEDICAL PROVIDER FOR 7 MONTHS. OUR PATIENT PAYOR MIX HAS CONTINUED TO SHIFT: - SELF-PAY PATIENTS SHIFTED FROM 77% TO 75% - SELF-PAY BILLABLE ENCOUNTERS SHIFTED FROM 73% TO 68% - PRIVATELY INSURED PATIENTS ARE UP 2%. OUR UPFH PATIENTS IN 2022: - 89% UNDER 200% FPG - 54% UNDER 100% FPG - 75% UNINSURED - 75% HISPANIC OR LATINO - 67% BEST SERVED IN A LANGUAGE OTHER THAN ENGLISH. - 61% FEMALE AT BIRTH AND 44% BY GENDER IDENTITY - 39% MALE AT BIRTH AND 27% BY GENDER IDENTITY - 18% LESBIAN, GAY, BISEXUAL OR OTHER - 28% 19 OR UNDER - 44% 20-50 - 21% 51-64 - 7% OVER 65 PHARMACY BROUGHT IN ADDITIONAL INSURANCE REVENUES WHILE LOWERING DRUG COSTS AND COPAYS FOR OUR PATIENTS. IN 2022, THE PHARMACY FILLED NEARLY 12,000 PRESCRIPTIONS. UPFH SUCCESSFULLY STARTED UTILIZING NEW SPACE IN BOTH OUR MEDICAL CLINICS, INCLUDING GAINING 2000 SQUARE FEET ADJACENT TO THE MID-VALLEY HEALTH CLINIC FROM SALT LAKE COUNTY IN JUNE (ACHIEVING A LONG-HELD GOAL TOWARD INTEGRATION OF SPACE AND SERVICES), AND GETTING FULLY STAFFED ON PROVIDERS TO FILL THE WEST JORDAN FAMILY CLINIC. THESE CLINICS PROVIDED 8,421 MEDICAL VISITS, 1395 COMMUNITY HEALTH WORKER/HEALTH EDUCATION VISITS AND 8,436 PATIENT INSURANCE NAVIGATOR ASSISTS IN 2022. UPFH OBTAINED THE EQUIPMENT NEEDED TO START IN-HOUSE OPTICAL SERVICE TO HELP CLEAR OUR WAITING LISTS AND WORKED IN PARTNERSHIP WITH NUMEROUS ORGANIZATION TO CREATE ACCESS TO VISION SERVICES. OUR MOBILE MEDICAL AND VISION TRAILERS WENT ON SITE TO 45 LOCATIONS FOR A TOTAL OF 187 CLINICS IN 2022. SITES INCLUDE A HOMELESS SHELTER, TWO TREATMENT CENTERS, NON-PROFIT ORGANIZATIONS AND TITLE I SCHOOLS IN GRANITE AND CANYONS DISTRICTS. MOBILE MEDICAL CLINICS PROVIDED 747 FREE VISITS, INCLUDING 105 MOBILE MEDICATED ASSISTED TREATMENT (MAT) VISITS FOR PATIENTS WITH INCOMES LESS THAN 200% OF FEDERAL POVERTY GUIDELINES. THE MOBILE CLINICS REDUCE CARE ACCESS BARRIERS, SUCH AS LANGUAGE, TRANSPORTATION, AND INCOME, AND MAKE CARE ACCESSIBLE. OUR VISION SERVICES PROVIDED EXAMS TO 1,761 PATIENTS IN 2022 AND GAVE OUT 1,507 PAIRS OF FREE GLASSES. SUBSTANCE USE DISORDER SERVICES HAVE CONTINUED, AND WE MAINTAINED MOBILE MAT SERVICES AT THE ORANGE STREET TREATMENT CENTER ALL YEAR WITH GOOD SUCCESS AND PARTNERSHIP. WE LOOK FORWARD TO EVEN STRONGER INTEGRATION BETWEEN MEDICAL AND BEHAVIORAL HEALTH FOR OUR PATIENTS IN 2023. WE INCREASED ACCESS AND INTEGRATION OF COUNSELING AND DENTAL SERVICES, ADDING SPACE (TWO MORE DENTAL OPERATORIES), PROVIDERS, AND INTERNS TO EACH SPECIALTY. DENTAL PATIENTS INCREASED 22% AND VISITS INCREASED BY 17%. COUNSELING PATIENTS INCREASED BY 25% AND VISITS BY 31% IN A YEAR WHEN DEMAND FOR COUNSELING SERVICES IS AT AN ALL TIME HIGH NATIONWIDE. UPFH SUCCESSFULLY COMPLETED THE APPLICATION AND WAS AWARDED THE RENEWAL OF OUR FEDERAL GRANT AWARD FOR THE NEXT 3 YEARS. FORM 990, PAGE 2, PART III, LINE 4B UTAH PARTNERS FOR HEALTH COLLABORATES WITH MULTIPLE FOR-PROFIT CLINICS WILLING TO PROVIDE IN-KIND DONATIONS TO INDIVIDUALS IN NEED OF HEALTH CARE IN MAGNA, WEST VALLEY, AND KEARNS, UTAH. MODEL I - PROVIDES ACCESS TO PRIMARY MEDICAL, PHYSICAL THERAPY, AND DIAGNOSTIC SERVICES AT PARTNER FOR PROFIT HEALTH CARE CLINICS AT A FRACTION OF THE COST. PRIVATE PARTNER PROVIDERS DONATE 77% OF THEIR USUAL CHARGES TO OUR LOW-INCOME AND UNINSURED PATIENTS. THIS PROGRAM PROVIDED 1,303 MEDICAL VISITS IN 2022 INCLUDING DIAGNOSTIC TESTING SUCH AS MRI, CT SCAN, AND RADIOLOGY. IN MODEL ONE, EACH 1 DONATED WAS LEVERAGED FOR 18.61 IN TOTAL CARE. IN-KIND DONATIONS TOTALED 178,810 FOR MODEL 1 AND 277,419 ORGANIZATION WIDE. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S CFO REVIEWS THE 990 BEFORE IT IS FILED. IN ADDITION, THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C DURING 2022, ALL BOARD MEMBERS AND OFFICERS COMPLETED AND SIGNED THE ORGANIZATION'S CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS STATEMENT REQUIRES THAT ALL POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED AT THE TIME THE BOARD MEMBER BECOMES AWARE OF THE CONFLICT OR BEFORE ANY DISCUSSION ON THE MATTER BY THE BOARD, WHICHEVER OCCURS FIRST. IF AN APPARENT CONFLICT OF INTEREST IS NOT DISCLOSED BY THE BOARD MEMBER HAVING THE CONFLICT, ANOTHER BOARD MEMBER IS REQUIRED TO BRING THE CONFLICT TO THE ATTENTION OF THE BOARD. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. ONCE A CONFLICT OF INTEREST IS DISCLOSED, THE BOARD MEMBER SHOULD ALSO NOT PARTICIPATE IN FURTHER DISCUSSION OF THE MATTER BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A IN ESTABLISHING THE EXECUTIVE DIRECTOR'S COMPENSATION, THE ORGANIZATION USES MARKET COMPARABILITY DATA TO ENSURE THAT THE COMPENSATION IS REASONABLE. THE BOARD OF DIRECTORS ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION INDEPENDENT FROM THE EXECUTIVE DIRECTOR. THE DELIBERATION AND DETERMINATION OF COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICES DURING REGULAR BUSINESS HOURS.