2024-05-08T11:17:34-05:00 2023-06-30 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2022-07-01 391899361 IN CONCERTCARE INC % AARON TODD INCO 5152449610 500 SW 7TH STREET Suite 300 DES MOINES IA 50309 TAMI GILLMORE CFO 5152449610 2024-05-15 true TAMI GILLMORE 999009999 SHAWNELL LINOT P01663908 3162652811 3 2022 2023-04-26 12:10:37Z AARON TODD 500 SW 7TH STREET SUITE 300 DES MOINES IA 50309 6041344 false X WWW.IOWAPCA.ORG X 1997 IA ENHANCING COMMUNITY HEALTH CENTERS' CAPACITY TO CARE. 12 12 0 16 0 0 950155 1172905 4298133 4838385 1328 30054 0 0 5249616 6041344 208 352647 0 0 1557674 1829395 0 0 0 3599389 3577833 5157271 5759875 92345 281469 2958962 4246851 750535 1756955 2208427 2489896 X ENHANCING COMMUNITY HEALTH CENTERS' CAPACITY TO CARE. false false 3139084 352647 3950513 IN CONCERTCARE, INC., PROVIDES DATA CENTER AND NETWORK MANAGEMENT, TRAINING AND SUPPORT FOR HOSTED CLINICAL APPLICATIONS (PRACTICE MANAGEMENT AND ELECTRONIC HEALTH RECORD, ELECTRONIC DENTAL RECORD, AND PATIENT REGISTRY/POPULATION HEALTH MANAGEMENT APPLICATIONS) TO SEVEN COMMUNITY HEALTH CENTERS IN IOWA AND NEBRASKA, ALLOWING THEM TO PROCURE AND MAINTAIN COST EFFECTIVE HEALTH INFORMATION TECHNOLOGY SYSTEMS. SEE SCHEDULE O FOR MORE INFORMATION. 802854 887872 IN CONCERTCARE, INC., PROVIDES POPULATION HEALTH MANAGEMENT CARE COORDINATION AND VALUABLE BASED CARE ANALYTIC SERVICES TO TWELVE COMMUNITY HEALTH CENTERS IN IOWA AND NEBRASKA, ALLOWING THEM TO CONTROL COSTS AND IMPROVE THE QUALITY OF CARE. 439545 IN CONCERTCARE, INC. IS SUPPORTED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, HEALTH RESOURCES AND SERVICES ADMINISTRATION TO SUPPORT 15 PARTICIPATING COMMUNITY HEALTH CENTERS IN IOWA AND NEBRASKA TO ADVANCE THEIR ADOPTION, IMPLEMENTATION, AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY, INCLUDING CERTIFIED ELECTRONIC HEALTH RECORDS, AND SUPPORT TECHNOLOGY ENABLED QUALITY IMPROVEMENT STRATEGIES. 4381483 false true false true false false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false true X 8 0 true 0 false false false false false false false false X 12 12 false true false false true true false true true false false true true true true true true true false false X AARON TODD 5153488061 500 SW 7TH STREET SUITE 300 DES MOINES IA 50309 AARON TODD CHIEF EXECUTIVE OFFICER 19.0 22.0 X 105979 119508 16830 KELLY FRETT CHIEF OPERATING OFFICER 18.0 22.0 X 84116 102808 12893 SARAH DIXON SR DIRECTOR PARTNERSHIPS & DEV 8.0 32.0 X 28574 114295 19254 KYLE PEDERSEN DIRECTOR OF APP CONSULTING 40.0 0.0 X 115495 0 13302 AMANDA CARLSON DIRECTOR OF ACCOUNTING 13.0 27.0 X 35891 72871 18945 MICHAELA KELLER CLINICAL INFO CONSULTANT 18.0 22.0 X 49614 58242 18799 TAMI GILLMORE CHIEF FINANCIAL OFFICER 18.0 22.0 X 47077 57539 13679 KELLY HUNTSMAN TREASURER 1.0 1.0 X X 0 0 0 RENAE KRUCKENBERG BOARD MEMBER 1.0 1.0 X 0 0 0 JOY ALEXANDER BOARD MEMBER 1.0 1.0 X 0 0 0 CHRISTINE KEMP VICE CHAIR 1.0 1.0 X X 0 0 0 MARI KAPTAIN-DAHLEN BOARD MEMBER 1.0 1.0 X 0 0 0 MARGO HARTMAN BOARD MEMBER END 08/22 1.0 0.0 X 0 0 0 GARY COLLINS BOARD MEMBER 1.0 1.0 X 0 0 0 SAMANTHA CANNON BOARD MEMBER 1.0 1.0 X 0 0 0 EMILY TUSCHEN BOARD MEMBER 1.0 1.0 X 0 0 0 RICH GEHRIG BOARD MEMBER 1.0 1.0 X 0 0 0 ANTONIO FLORES SECRETARY 1.0 1.0 X X 0 0 0 JOE LOCK BOARD MEMBER 1.0 1.0 X 0 0 0 BILL WYPYSKI BOARD MEMBER END 02/23 1.0 1.0 X 0 0 0 TOM BOWMAN BOARD MEMBER 1.0 1.0 X 0 0 0 DAVE FALDMO BOARD MEMBER END 08/22 1.0 0.0 X 0 0 0 466746 525263 113702 2 false true false CANTON COMPANY 2700 LIGHTHOUSE POINT EASTE SUITE 2 BALTIMORE MD 21224 CONSULTING 417811 RK DIXON 5700 UTICA RIDGE ROAD DAVENPORT IA 52807 NETWORK MGT/SUPPORT 455995 2 529920 642985 1172905 MEMBER USAGE FEES 900099 4541096 4541096 PROJECT MANAGEMENT INCOME 900099 297289 297289 4838385 30054 30054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6041344 4838385 30054 X 352647 352647 0 0 0 257039 257039 0 1254792 355625 899167 66803 15854 50949 121684 44706 76978 129077 46087 82990 0 27786 27786 36986 3042 33944 0 0 0 930903 867859 63044 0 134097 126070 8027 0 2007211 1946147 61064 0 125448 88898 36550 16846 16258 588 0 18136 6238 11898 0 0 219112 219112 28945 397 28548 RECRUITING & RETENTION 25661 5540 20121 LICENSES, DUES, SUBSCRIPTIONS 4216 2068 2148 REPAIRS & MAINTENANCE 2486 110 2376 5759875 4381483 1378392 0 55970 99878 1664396 2793644 200667 33685 207087 562029 0 0 0 0 0 0 0 0 167561 179789 5445325 4867499 663281 577826 0 0 0 0 0 0 0 0 0 0 2958962 4246851 126124 1186308 0 0 290965 343648 0 0 0 0 0 0 0 0 0 0 333446 226999 750535 1756955 X 2208427 2489896 0 0 2208427 2489896 2958962 4246851 281469 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false 5445325 4867499 577826 577826 0 DUE TO AFFILIATE 226999 226999 6041344 6041344 6041344 5759875 5759875 5759875 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true ALL CARE HEALTH CENTER 902 S 6TH STREET COUNCIL BLUFFS IA 51501 421466508 501(C)(3) 8743 NEW EMR SYSTEM TRANSITION & TRAINING COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IA 1706 WEST AGENCY ROAD WEST BURLINGTON IA 52655 421527584 501(C)(3) 40799 NEW EMR SYSTEM TRANSITION AND TRAINING UNITED COMMUNITY HEALTH CENTER 715 W MILWAUKEE AVE STORM LAKE IA 50588 300225826 501(C)(3) 8595 NEW EMR SYSTEM TRANSITION AND TRAINING SIOUXLAND COMMUNITY HEALTH CENTER 1021 NEBRASKA STREET SIOUX CITY IA 51105 421374894 501(C)(3) 35481 NEW EMR SYSTEM TRANSITION AND TRAINING RIVER HILLS COMMUNITY HEALTH CENTER 201 S MARKET ST OTTUMWA IA 52501 421489471 501(C)(3) 28650 NEW EMR SYSTEM TRANSITION AND TRAINING PRIMARY HEALTH CARE INC 1200 UNIVERSITY 200 DES MOINES IA 50314 421350092 501(C)(3) 93678 NEW EMR SYSTEM TRANSITION AND TRAINING PEOPLES COMMUNITY HEALTH CLINIC 905 FRANKLIN STREET WATERLOO IA 50703 421058629 501(C)(3) 17384 NEW EMR SYSTEM TRANSITION AND TRAINING CRESCENT COMMUNITY HEALTH CENTER 1690 ELM STREET STE 300 DUBUQUE IA 52001 481302204 501(C)(3) 50286 NEW EMR SYSTEM TRANSITION AND TRAINING INFINITY HEALTH 302 NE 14TH STREET LEON IA 50144 391908462 501(C)(3) 7163 NEW EMR SYSTEM TRANSITION AND TRAINING COMMUNITY HEALTH CARE 500 W RIVER DR DAVENPORT IA 52801 421060724 501(C)(3) 61868 NEW EMR SYSTEM TRANSITION AND TRAINING 10 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: THE ORGANIZATION IS AWARDED MONEY AND DISBURSES TO THE PARTICIPATING HEALTH CENTERS. HEALTH CENTERS UTILIZE FUNDS TO SUPPORT GRANT PURPOSE. AN ANNUAL EVALUATION/RISK ASSESSMENT IS COMPLETED FOR RECIPANTS AND REVIEW PROCEDURES ARE DETERMINED ACCORDINGLY. false false false false false false false true false AARON TODD CHIEF EXECUTIVE OFFICER 100984 113876 4995 5632 0 0 6096 6875 1814 2045 113889 128428 0 0 KELLY FRETT CHIEF OPERATING OFFICER 78582 96044 5534 6764 0 0 4715 5763 1087 1328 89918 109899 0 0 SARAH DIXON SR DIRECTOR PARTNERSHIPS & DEV 26174 104693 2400 9602 0 0 1657 6628 2194 8775 32425 129698 0 0 SCHEDULE J, PART I, LINE 3 CHIEF EXECUTIVE OFFICER COMPENSATION: A RELATED ORGANIZATION, IOWA PRIMARY CARE ASSOCIATION, ESTABLISHES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER USING THE FOLLOWING: -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: BONUS PAYMENTS ARE BASED ON MEETING QUARTERLY PERFORMANCE GOALS AND ORGANIZATIONAL STRATEGIC GOALS. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION: ENHANCING COMMUNITY HEALTH CENTERS' CAPACITY TO CARE. TO IMPROVE DELIVERY OF ACCESSIBLE, EFFICIENT, COORDINATED, QUALITY AND APPROPRIATE HEALTH CARE SERVICES THAT MEETS THE NEEDS AND IMPROVES THE HEALTH STATUS OF THE MEDICALLY NEEDY THROUGH THE CREATION OF A COMPREHENSIVE, COMMUNITY-BASED, INTEGRATED HEALTH CARE DELIVERY NETWORK. FORM 990, PART III, LINE 4(A) PROGRAM SERVICE ACTIVITY #1: OTHER SERVICES PROVIDED BY IN CONCERTCARE, INC. RELATED TO THESE SYSTEMS INCLUDE PRACTIVE MANAGEMENT AND REVENUE CYCLE SUPPORT, HEALTHCARE ANALYTICS AND DATA WAREHOUSE SUPPORT, MEANINGFUL USE CONSULTING, PERFORMANCE IMPROVEMENT COACHING, INTEROPERABILITY SERVICES, STRATEGIC TECHNOLOGY PLANNING, DISASTER RECOVERY, AND HIPAA COMPLIANCE, RISK ASSESSMENTS AND PRIVACY AND SECURITY CONSULTING. FORM 990, PART V, LINE 2A & PART IX, LINES 5,7,8,9 & 10 COMMON PAYMASTER: IOWA PRIMARY CARE ASSOCIATION, A RELATED ORGANIZATION, CONTRACTS WITH FOCUS ONESOURCE, A PROFESSIONAL EMPLOYER ORGANIZATION, TO FILE ALL EMPLOYEE PAYROLL TAXES AND W-3 FILINGS. THE SALARY EXPENSES, PAYROLL TAXES, PENSION EXPENSE, AND EMPLOYEE BENEFITS LISTED ON PART IX ARE PAID BY IOWA PRIMARY CARE ASSOCIATION AND ALLOCATED TO IN CONCERTCARE FOR THE EMPLOYEES THAT ARE WORKING ON IN CONCERTCARE PROGRAMS. THESE EXPENSES ARE REIMBURSED BY IN CONCERTCARE TO IOWA PRIMARY CARE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES: THE ORGANIZATION RECEIVES MANAGEMENT AND ADMINISTRATIVE SERVICES FROM IOWA PRIMARY CARE ASSOCIATION, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS: THE ORGANIZATION MEMBERS ARE COMPRISED OF CORPORATE MEMBERS. FROM TIME TO TIME, BY VOTE OF APPROVAL OF THE BOARD OF DIRECTORS, THE CORPORATE MEMBERS MAY BE REQUIRED TO PROVIDE FUNDING TO THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A POWER OF MEMBERS: EACH CORPORATE MEMBER HAS THE RIGHT TO ANNUALLY APPOINT A SINGLE DIRECTOR TO SERVE ON THE BOARD OF DIRECTORS, WHICH OCCURS AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. ANY DIRECTOR MAY BE REMOVED WITH OR WITHOUT CAUSE, BY THE CORPORATE MEMBER THAT ELECTED THE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO BEING FILED, A TENTATIVE DRAFT OF THE FORM 990 IS REVIEWED BY TOP MANAGEMENT AND THE BOARD FINANCE COMMITTEE. A FINAL DRAFT IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICTS OF INTEREST POLICY: PER THE IN CONCERTCARE, INC. CONFLICT OF INTEREST POLICY, INCC REQUIRES THAT ALL EMPLOYEES, AGENTS, OFFICERS, AND MEMBERS OF THE BOARD OF DIRECTORS AND CANDIDATES FOR BOARD MEMBERSHIP DISCLOSE IN WRITING (AND UPDATE ANNUALLY) ALL BUSINESS, CIVIC, COMMUNITY, BOARD, COMMITTEE, AND FAMILY RELATIONSHIPS WHICH MIGHT POTENTIALLY CREATE A CONFLICT OF INTEREST AND WHERE APPLICABLE, PROVIDE A STATEMENT SUGGESTING HOW SUCH CONFLICT COULD BE AVOIDED OR MITIGATED. TO COMPLY WITH THIS POLICY, INCC GATHERS FULL CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY FROM KEY EMPLOYEES AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW POLICY: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF IOWA PRIMARY CARE ASSOCIATION LAST REVIEWED THE COMPENSATION OF THE CEO IN AUGUST 2022 USING SALARY INFORMATION COMPILED BY THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS (NACHC). THE CEO'S SALARY IS PAID BY IOWA PRIMARY CARE ASSOCIATION AND IS ALLOCATED TO IN CONCERTCARE BASED ON ACTUAL WORK PERFORMED. THE BOARD CHAIR RETAINS A FILE DOCUMENTING THE COMPENSATION REVIEW PROCESS. FORM 990, PART VI, SECTION B, LINE 15B OTHER OFFICER COMPENSATION REVIEW POLICY: THE CHIEF EXECUTIVE OFFICER REVIEWED AND APPROVED THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER IN AUGUST 2022 USING SALARY INFORMATION COMPILED BY THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS (NACHC). THE CHIEF EXECUTIVE OFFICER RETAINS A FILE DOCUMENTING THE COMPENSATION REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE ORGANIZATION OFFICES OR UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:IT NETWORK MAINT. FEE TOTAL FEES:420715 FORM 990 PART IX LINE 11G DESCRIPTION:IT PROFESSIONAL FEES TOTAL FEES:65856 FORM 990 PART IX LINE 11G DESCRIPTION:REPORTING & ANALYTICS SUPPORT TOTAL FEES:201 FORM 990 PART IX LINE 11G DESCRIPTION:EMR CONVERSION CONSULTING TOTAL FEES:265989 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER CONSULTING TOTAL FEES:178142 IOWA PRIMARY CARE ASSOCIATION 500 SW 7TH ST STE 300 DES MOINES IA 50309 421311646 HEALTHCARE IA 501(C)(3) 7 NA false false false true false true false false false false true false true true true true false false false