2024-05-09T16:30:16-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 521847976 PRIMARY CARE COALITION OF MONTGOMERY COUNTY MARYLAND INC PRIM 3016283405 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 LESLIE GRAHAM PRESIDENT & CEO 3016283405 2024-05-09 1 LESLIE GRAHAM 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LESLIE GRAHAM 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 22529512 0 X WWW.PRIMARYCARECOALITION.ORG X 1993 MD SEE PART III, LINE 1. 17 16 97 15 0 0 28806105 20726352 1869373 1795154 463 8006 0 0 30675941 22529512 19207105 12685771 0 0 6232464 7098733 0 0 0 4700326 3224340 30139895 23008844 536046 -479332 9442665 8735112 4462809 4234588 4979856 4500524 X THE PRIMARY CARE COALITION IS A 501(C)(3) THAT ENVISIONS A VIBRANT COMMUNITY THAT SUPPORTS ALL PEOPLE IN ACHIEVING HEALTHY LIVES. OUR MISSION IS TO IMPROVE THE HEALTH OF VULNERABLE PEOPLE AND FAMILIES BY BUILDING PARTNERSHIPS AND STRENGTHENING SYSTEMS. 0 0 11757158 8833329 113662 MONTGOMERY CARES PROVIDES HEALTH CARE TO ADULTS WHO LIVE IN MONTGOMERY COUNTY, MARYLAND AND HAVE INCOMES BELOW 250% OF THE FEDERAL POVERTY LEVEL. IN FISCAL YEAR 2023, 22,693 PATIENTS RECEIVED SERVICES THROUGH MONTGOMERY CARES, INCLUDING PRIMARY AND PREVENTIVE HEALTH VISITS, BEHAVIORAL HEALTH SERVICES, REFERRALS FOR SPECIALTY CARE, AND ACCESS TO MEDICATIONS. MONTGOMERY CARES IS A PUBLIC-PRIVATE PARTNERSHIP COMPOSED OF INDEPENDENT SAFETY-NET PRIMARY CARE ORGANIZATIONS, SIX HOSPITALS, THE MONTGOMERY COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE PRIMARY CARE COALITION, AS WELL AS VOLUNTEER HEALTH PRACTITIONERS AND OTHER COMMUNITY-BASED ORGANIZATIONS. THE PRIMARY CARE COALITION ADMINISTERS MONTGOMERY CARES AND IS RESPONSIBLE FOR COORDINATING THE SERVICES OF THE PARTICIPATING HEALTH CARE PARTNERS TO PROVIDE HIGH-QUALITY, EFFICIENT, ACCESSIBLE, AND EQUITABLE HEALTH SERVICES TO LOW-INCOME, UNINSURED ADULTS IN MONTGOMERY COUNTY. 2800612 2232561 LATINO HEALTH INITIATIVE: POR NUESTRA SALUD Y BIENESTAR (LHI-PNSB) BEGAN IN FISCAL YEAR 2021 IN RESPONSE TO THE INEQUITIES MANY LATINOS FACED IN MONTGOMERY COUNTY WITH COVID-19, INCLUDING HAVING ESSENTIAL JOBS, HIGHER POVERTY RATES, RELIANCE ON PUBLIC TRANSPORTATION, TIGHT LIVING CONDITIONS, LACK OF HEALTH INSURANCE, AND A GREATER INCIDENCE OF PREEXISTING HEALTH CONDITIONS LIKE DIABETES. PCC ADMINISTERS THIS MULTI-PARTNER COUNTY HEALTH EQUITY PROGRAM FOR THE HISPANIC/ LATINO COMMUNITY ON BEHALF OF THE MONTGOMERY COUNTY LATINO HEALTH INITIATIVE. THE PROGRAM INCLUDES AN AWARD-WINNING COMMUNICATIONS CAMPAIGN, HEALTH PROMOTERS, CASE MANAGEMENT, COVID TESTING, AND VACCINE OUTREACH. 1610904 71862 1681492 NEXUS MONTGOMERY IS A COLLABORATION AMONG MONTGOMERY COUNTY, MARYLAND'S SIX HOSPITALS AND COMMUNITY PARTNERS TO PROMOTE HEALTH, REDUCE HOSPITAL UTILIZATION AND MANAGE TOTAL COST OF CARE FOR THE SHARED COMMUNITY IN WAYS THAT NO SINGLE HOSPITAL COULD ACHIEVE ON ITS OWN. THE PRIMARY CARE COALITION HAS SERVED AS THE MANAGEMENT ENTITY FOR NEXUS MONTGOMERY SINCE ITS INCEPTION IN 2015, PROVIDING ORGANIZATIONAL INFRASTRUCTURE, STAFFING, DATA ANALYTICS, EVALUATION AND PROGRAM IMPLEMENTATION. PROGRAMS INCLUDE:- SNF ALLIANCE: A LEARNING COLLABORATIVE WITH THE HOSPITALS AND 30+ SKILLED NURSING FACILITIES (SNFS) TO IMPROVE SNF CAPACITY FOR QUALITY CARE, REDUCE READMISSIONS TO HOSPITALS, AND DECREASE TOTAL COST OF CARE.- BEHAVIORAL HEALTH CRISIS SYSTEMS: BUILD COMMUNITY CAPACITY (CRISIS BEDS, MEDICAL RESPITE CARE PROGRAM FOR HOMELESS), AND FACILITATE COLLABORATIVE EFFORTS TO SET STRATEGY AND IMPROVE PROCESSES ACROSS ENTITIES FOR ENHANCED BEHAVIORAL HEALTH CRISIS RESPONSE. 1483100 743937 CARE FOR KIDS PROVIDES AFFORDABLE PRIMARY, SPECIALTY, BEHAVIORAL HEALTH, AND DENTAL CARE FOR CHILDREN OF LOW-INCOME FAMILIES IN MONTGOMERY COUNTY WHO ARE NOT ELIGIBLE FOR OTHER STATE OR FEDERAL HEALTH PROGRAMS. IN FISCAL YEAR 2023, 8,648 CHILDREN PARTICIPATED IN THE PROGRAM, WHICH PROVIDES ACCESS TO SERVICES RANGING FROM WELL CHILD VISITS TO CASE MANAGEMENT FOR CHILDREN WITH COMPLEX MEDICAL NEEDS. CARE FOR KIDS IS A PUBLIC-PRIVATE PARTNERSHIP COMPOSED OF THE MONTGOMERY COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES, MONTGOMERY COUNTY SCHOOL BASED HEALTH CENTERS, PRIVATE HEALTH CARE PROVIDERS AND SAFETY-NET CLINICS, KAISER PERMANENTE OF THE MID-ATLANTIC STATES AND THE PRIMARY CARE COALITION. 3239425 804082 OTHER PROGRAMS AND SERVICES THE PRIMARY CARE COALITION WORKS ON MANY LEVELS TO INCREASE ACCESS TO HEALTH CARE AND IMPROVE THE HEALTH AND LIVES OF OUR NEIGHBORS WHO ARE EXPERIENCING VULNERABILITY. WE CONNECT PEOPLE TO SERVICES. WE SUPPORT HEALTH CARE PROVIDERS WITH TECHNICAL ASSISTANCE IN AREAS INCLUDING QUALITY ASSURANCE, DATA ANALYSIS AND HEALTH INFORMATICS, AND PROCESS IMPROVEMENT. WE BUILD SYSTEMS BY ENGAGING DIVERSE STAKEHOLDERS TO DISCUSS SHARED CHALLENGES AND DEVELOP SYSTEMS OF CARE THAT MEET THE NEEDS OF OUR COMMUNITY. EXAMPLES OF ADDITIONAL PCC PROGRAMS DESIGNED TO IMPROVE SYSTEMS OF CARE FOR VULNERABLE RESIDENTS:- CONNECTING TO HEALTH COVERAGE. THE PRIMARY CARE COALITION SERVES AS THE PERFORMANCE MANAGER FOR THE CAPITAL SOUTH REGION CONNECTOR PROGRAM, WHICH ASSISTS PRINCE GEORGE'S COUNTY RESIDENTS IN ENROLLING IN MEDICAID AND PRIVATE HEALTH INSURANCE COVERAGE THROUGH THE MARYLAND HEALTH CONNECTION THE STATE-BASED INSURANCE MARKETPLACE.- POINT OF ENTRY PROJECT (PEP). WORKING WITH MONTGOMERY COUNTY PUBLIC SCHOOLS INTERNATIONAL ADMISSIONS, A PCC CLIENT NAVIGATOR CONNECTS NEWLY IMMIGRANT FAMILIES WITH CARE FOR KIDS AND SOCIAL SERVICES.- HEALTHY COMMUNITIES FOR ASIAN AMERICANS AND PACIFIC ISLANDERS (AAPI) PCC SUPPORTS LOCAL AAPI-SERVING COMMUNITY-BASED ORGANIZATIONS TO PROVIDE LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES TO THE DIVERSE ASIAN AMERICAN COMMUNITY, INCLUDING HEALTH AND SOCIAL SERVICES, SENIOR WELLNESS, MENTAL HEALTH, AND RACIAL JUSTICE ACTIVITIES. PCC IS ALSO PROVIDING TECHNICAL ASSISTANCE AND CAPACITY BUILDING FOR THESE CBOS TO IMPROVE DATA COLLECTION, WHICH WILL FURTHER DEFINE THE NEEDS OF THE DIVERSE AAPI COMMUNITY 4722525 1548019 20891199 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66 0 1 97 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X LESLIE GRAHAM 3016283405 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 LESLIE GRAHAM PRESIDENT & CEO 40.00 X X 227058 0 19627 SHAWN D BARTLEY CHAIR 1.00 X X 0 0 0 KEVIN SEXTON VICE CHAIR 1.00 X X 0 0 0 STEVEN RAETZMAN SECRETARY 1.00 X X 0 0 0 RON BIALEK TREASURER 1.00 X X 0 0 0 RICHARD BOHRER MEMBER 1.00 X 0 0 0 LIN CHIN MEMBER 1.00 X 0 0 0 RAVI MELWANI MEMBER 1.00 X 0 0 0 JULIA DOHERTY MEMBER 1.00 X 0 0 0 DONNA PERRY MEMBER 1.00 X 0 0 0 HELAINE RESNICK MEMBER 1.00 X 0 0 0 JESSICA WILSON MEMBER 1.00 X 0 0 0 TRISTRAM KRUGER MEMBER 1.00 X 0 0 0 JACY D'AIUTOLO MEMBER 1.00 X 0 0 0 RUTH ZAMBRANA MEMBER (FROM 9/2022) 1.00 X 0 0 0 KIRSTEN HAALBOOM MEMBER (FROM 9/2022) 1.00 X 0 0 0 ANA MARIA ESPINOZA MEMBER (FROM 12/2022) 1.00 X 0 0 0 MINDY PIERCE SR. DIR, CENTER FOR HEALTH 40.00 X 144071 0 5872 HILLERY TSUMBA DIRECTOR, ORGANIZATIONAL S 40.00 X 110569 0 35168 ROSEMARY BOCHWAY VP, HEALTH EQUITY INITIATI 40.00 X 116749 0 27035 MARIANA L SERRANI PROGRAM MGR., LATINO HEALTH 40.00 X 103510 0 22650 ELIZABETH DUTTA DIR. BEHAVIORAL HEALTH 40.00 X 110513 0 14112 812470 0 124464 7 0 1 0 KELLY & ASSOCIATES INSURANCE GROUP PO BOX 418926 BOSTON MA 02241 CONSULTING 1121646 DLH HOLDINGS CORPORATION 3565 PIEDMONT ROAD NE BUILDING 3 ATLANTA GA 30305 SUBLEASE SERVICES 275674 COMMUNICATIONS SHOP 4601 N FAIRFAX DR 1200 ARLINGTON VA 22203 CONSULTING 229369 HARTMAN EXECUTIVE ADVISORS LLC 19 GREENSPRING DR SUITE 320 TIMONIUM MD 21093 CONSULTING 145601 BETHANY SANDERS FLAT 8 69 WOODSTOCK ROAD OXFORD UK OX2 6EY CONSULTING 140263 7 20562950 163402 20726352 HOSPITAL CONTRACTS 900999 1681492 1681492 SERVICE INCOME 900999 113662 113662 1795154 8006 8006 22529512 1795154 0 8006 X 9460051 9460051 3225720 3225720 257870 257870 5318810 4458300 860510 158838 135071 23767 933962 746384 187578 429253 339877 89376 10178 9363 815 64419 64419 2319052 1930841 388211 5312 1490 3822 105173 78090 27083 149653 108972 40681 224729 236068 -11339 18309 11038 7271 27185 16389 10796 457 457 47679 47679 RECRUITING 108424 60139 48285 TRAINING / PROF. DEV. 54321 32748 21573 LICENSES/MEMBERSHIPS 24989 4098 20891 EQUIPMENT & MAINTENANCE 24697 19228 5469 39763 17332 22431 23008844 20891199 2117645 0 3671300 918107 1406759 1617224 315190 690665 4001165 3900155 48251 109393 79483 62785 0 16698 0 1482870 9442665 8735112 4462809 2822081 0 1412507 4462809 4234588 X 4531590 4295318 448266 205206 4979856 4500524 9442665 8735112 -479332 0 X 0 1 X 1 1 1 X 14513107 15556070 28111952 28806105 20726352 107713586 14513107 15556070 28111952 28806105 20726352 107713586 107713586 3774 1454 1616 463 8006 15313 62674 2 62676 107791575 15019163 0.99930 0.99930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7500 7500 0 71983 55285 16698 16698 RIGHT-OF-USE ASSET 1482870 1482870 OPERATING LEASE LIABILITY 1412507 1412507 X 23519471 989959 989959 22529512 0 22529512 23998803 989959 989959 23008844 0 23008844 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE COALITION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 CATHOLIC CHARITIES DC 924 G STREET NW WASHINGTON DC 20001 530196524 501(C)(3) 632084 0 MONTGOMERY CARES CHINESE CULTURE & COMM 9366 GAITHER RD GAITHERSBURG MD 20877 521307918 501(C)(3) 159084 0 MONTGOMERY CARES / AAHI COMMUNITY CLINIC INCORPORATED 8630 FENTON ST STE 1204 SILVER SPRING MD 20910 520988386 501(C)(3) 570832 0 MONTGOMERY CARES / CFK HOLY CROSS HOSPITAL HEALTH CENTER 1500 FOREST GLEN ROAD SILVER SPRING MD 20910 520738041 501(C)(3) 1290660 0 MONTGOMERY CARES / CFK CARE FOR YOUR HEALTH 11120 NEW HAMPSHIRE AVE SUITE 509 SILVER SPRING MD 20904 263333964 501(C)(3) 117889 0 LHI- POR NUESTRA SALUD MARY'S CENTER 2333 ONTARIO RD NW WASHINGTON DC 20009 521594116 501(C)(3) 465544 0 MONTGOMERY CARES / CFK MERCY HEALTH CLINIC 7 METROPOLITAN COURT SUITE 1 GAITHERSBURG MD 20878 522230932 501(C)(3) 574439 0 MONTGOMERY CARES / CFK MOBILE MEDICAL CARE INC 9309 OLD GEORGETOWN ROAD BETHESDA MD 20814 237022588 501(C)(3) 1120923 0 MONTGOMERY CARES MUSLIM COMMUNITY CENTER 13350 NEW HAMPSHIRE AVE SILVER SPRING MD 20904 521072792 501(C)(3) 663063 0 MONTGOMERY CARES / AAHI PROYECTO SALUD 11002 VEIRS MILL RD SUITE 700 SILVER SPRING MD 20902 311591753 501(C)(3) 1456480 0 MONTGOMERY CARES / LHI- POR NUESTRA SALUD KOREAN COMMUNITY SERV CTR 7700 LITTLE RIVER TNPK 406 ANNADALE VA 22003 521005984 501(C)(3) 100000 0 AAHI MARYLAND VIETNAMESE MUTUAL ASSOCIATION INCORPORATED 10770 COLUMBIA PIKE 300 E17 SILVER SPRING MD 20901 521263654 501(C)(3) 83489 0 AAHI VIETNAMESE AMERICAN SERVICES 12621 OLD COLUMBIA PIKE SILVER SPRING MD 20904 475530373 501(C)(3) 99996 0 AAHI IDENTITY INC TOTAL 414 EAST DIAMOND AVENUE MD GAITHERSBURG MD 20877 522120012 501(C)(3) 1431052 0 LHI- POR NUESTRA SALUD AMERICAN DIVERSITY GROUP 8815 CENTRE PARK DRIVE SUITE 430 COLUMBIA MD 21045 473510206 501(C)(3) 85000 0 AAHI COMMUNITY REACH OF MONTGOMERY COUNTY INC 1010 GRANDIN AVE STE A1 ROCKVILLE MD 20851 520910334 501(C)(3) 282672 0 MONTGOMERY CARES / LHI- POR NUESTRA SALUD CHINESE AMERICAN COMMUNITY HEALTH SERVICES INC 9841 WASHINGTON BLVD SUITE 200-1004 GATHERSBURG MD 20878 811699154 501(C)(3) 44990 0 AAHI PHILIPPINE NURSES ASSOCIATION OF METROPOLITAN DC INC 1219 GRANADA ST ACCOKEEK MD 20607 522255235 501(C)(3) 74000 0 AAHI AMERICAN MUSLIM SENIOR SOCIETY INC 15124 MIDDLEGATE RD SILVER SPRING MD 20905 810785191 501(C)(3) 80000 0 AAHI ASIAN AMERICAN LEAD 14 RIDGE SQUARE NW SUITE 300 WASHINGTON DC 20016 522102012 501(C)(3) 85000 0 AAHI 20 PATIENT MEDICAL SERVICES 31341 3225720 PART I, LINE 2: THE PRIMARY CARE COALITION ASSIGNS A PROGRAM MANAGER TO MONITOR AND COLLABORATE WITH THE RECIPIENT ORGANIZATION. THAT PROGRAM MANAGER MEETS REGULARLY WITH THE RECIPIENT ORGANIZATION'S PROGRAM MANAGEMENT, REVIEWS THE REPORTS ON PROGRESS AND EXPENDITURES, AND JOINTLY PROBLEM SOLVES WITH THE RECIPIENT ORGANIZATION TO ENSURE THE PROGRAM GOALS ARE TIMELY MET. X X X X X 0 0 0 0 0 0 0 1 0 LESLIE GRAHAM PRESIDENT & CEO 207058 0 20000 0 0 0 9204 0 10423 0 246685 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - LESLIE GRAHAM $20,000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATIONS OUTSIDE ACCOUNTING FIRM, AND REVIEWED BY THE ORGANIZATION'S CONTROLLER. THE DRAFT IS PROVIDED TO THE CEO/PRESIDENT AND THE BOARD FINANCE AND AUDIT COMMITTEE. ANY CHANGES ARE MADE BY THE OUTSIDE ACCOUNTING FIRM. THE BOARD FINANCE AND AUDIT COMMITTEE APPROVES THE FILING OF THE RETURN, WITH THE APPROVED FORM 990 PROVIDED TO THE BOARD PRIOR TO FILING. THE PRESIDENT/CEO SIGNS THE RETURN; IT IS SUBMITTED BY THE OUTSIDE ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE COALITION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE ITS TAX-EXEMPT PURPOSES. THE FINANCE AND AUDIT COMMITTEE MONITORS COMPLIANCE WITH THE ANNUAL STATEMENT REQUIREMENT. FORM 990, PART VI, SECTION B, LINE 15A PER THE ORGANIZATION'S BYLAWS, THE DIRECTORS AND OFFICERS SERVE WITHOUT COMPENSATION FOR THEIR SERVICES AS DIRECTORS AND OFFICERS. AN EMPLOYEE OF THE ORGANIZATION IS ENTITLED TO BE COMPENSATED FOR HIS OR HER SERVICES AS AN EMPLOYEE EVEN IF THE EMPLOYEE IS ALSO AN OFFICER OR DIRECTOR. THE CEO'S COMPENSATION IS EVALUATED BY THE BOARD EXECUTIVE COMMITTEE, AND IS INFORMED BY A SALARY BENCHMARKING SURVEY CONDUCTED BY A SUBCOMMITTEE OF THE BOARD. ANY SALARY ADJUSTMENT IS COMMUNICATED IN WRITING FROM THE BOARD CHAIR TO THE HUMAN RESOURCES DEPARTMENT. THE LAST COMPENSATION REVIEW FOR THE CEO TOOK PLACE IN NOVEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 PRIMARY CARE COALITION MAKES THESE DOCUMENTS AVAILABLE EITHER ON THEIR WEBSITE OR UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 832,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 832,514. CONSULTANTS: PROGRAM SERVICE EXPENSES 1,098,327. MANAGEMENT AND GENERAL EXPENSES 388,211. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,486,538.