2025-05-14T18:49:01+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 391899361 IN CONCERTCARE INC INCO 5152449610 500 SW 7TH STREET Suite 300 DES MOINES IA 50309 Aaron Todd CEO 5153488061 2025-05-15 true true Kayla Bell P01682975 4178658701 2025-05-15 2023 2025-03-06 01:10:19Z AARON TODD 500 SW 7TH STREET Suite 300 DES MOINES IA 50309 4577030 false X WWW.IOWAPCA.ORG X 1997 IA ENHANCING COMMUNITY HEALTH CENTERS' CAPACITY TO CARE. 13 13 0 14 0 0 1172905 896769 4838385 3622690 30054 -68746 14280 6041344 4464993 352647 258043 0 1829395 1894861 0 0 3577833 2445267 5759875 4598171 281469 -133178 4246851 4199637 1756955 1834175 2489896 2365462 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. false false 1906380 258043 2708024 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. OTHER SERVICES PROVIDED BY IN CONCERTCARE, INC. RELATED TO THESE SYSTEMS INCLUDE PRACTICE 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. 345753 0 914666 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. 334939 0 0 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. 2587072 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 9 0 true 0 false false false false false false false false X 13 13 false true false false true true false true true false false true true true true true true true false false X Samantha Cannon 5153335033 500 SW 7TH STREET SUITE 300 DES MOINES IA 50309 Antonio Flores Secretary End / Vice Chair Beg 08/23 1.0 1.0 X X 0 0 0 Chris Kemp Vice Chair End / Chair Beg 08/23 1.0 1.0 X X 0 0 0 Kelly Huntsman Treasurer 1.0 1.0 X X 0 0 0 Renae Kruckenberg Chair End / Secretary Beg 08/23 1.0 1.0 X X 0 0 0 Andrea Buckley Board Member Beg 03/24 1.0 0.0 X 0 0 0 Emily Tuschen Board Member 1.0 1.0 X 0 0 0 Gary Collins Board Member 1.0 1.0 X 0 0 0 Joe Lock Board Member 1.0 1.0 X 0 0 0 Joel Doughtery Board Member Beg 10/23 1.0 0.0 X 0 0 0 Joy Alexander Board Member 1.0 1.0 X 0 0 0 Klye Ahlenstorf Board Member Beg 02/24 1.0 0.0 X 0 0 0 Mari Kaptain-Dahlen Board Member End 02/24 1.0 1.0 X 0 0 0 Rich Gehrig Board Member 1.0 1.0 X 0 0 0 Samantha Cannon Board Member End 01/24 1.0 1.0 X 0 0 0 Tom Bowman Board Member 1.0 1.0 X 0 0 0 Aaron Todd Chief Executive Officer 14.0 26.0 X 80204 155691 14443 Kelly Hannan Chief Operating Officer 15.0 25.0 X 66914 113935 12643 Tami Nelson Chief Financial Officer 13.0 27.0 X 60102 122025 25024 Elizabeth Richey SR Director of Data & Tech 24.0 16.0 X 106023 67785 11569 Kyle Pedersen Director of Healthcare App 38.0 2.0 X 108790 6944 17605 Leslie Schneider Director of EHR Systems 40.0 0.0 X 131301 0 8940 Rachel Ashman SR Director of Transformation 8.0 32.0 X 26935 114830 7572 Sarah Dixon SR Director Partnerships & Dev 8.0 32.0 X 27083 115460 16467 607352 696670 114263 3 false true false Canton & Company 2700 Lighthouse Point Estate Suite 200 Baltimore MD 21224 Consulting 450826 RK Dixon 5700 Utica Ridge Road Davenport IA 52807 Network Management/Support 294115 2 609814 286955 896769 MEMBER USAGE FEES 900099 3512020 3512020 PROJECT MANAGEMENT INCOME 900099 110670 110670 0 0 0 0 3622690 43291 43291 0 0 112037 0 -112037 -112037 -112037 Miscellaneous Revenue 900099 14280 14280 0 0 0 0 14280 4464993 3622690 0 -54466 258043 258043 225066 225066 1346292 0 1346292 69729 0 69729 148377 12078 136299 105397 7977 97420 15798 2268 13530 48286 327 47959 425641 333137 92504 0 79623 53510 26113 1457603 1401660 55943 77024 39600 37424 43434 29982 13452 22159 3888 18271 203996 203996 33772 33772 RECRUITING & RETENTION 28856 11351 17505 LICENSES,DUES,SUBSCRIPTIONS 7853 3782 4071 REPAIRS & MAINTENANCE 1222 407 815 0 0 0 0 4598171 2587072 2011099 0 99878 49650 2793644 777731 33685 132418 562029 1919773 0 0 0 0 179789 356484 986673 724880 577826 261793 701788 0 0 0 0 4246851 4199637 1186308 1709643 343648 9920 0 0 226999 114612 1756955 1834175 X 2489896 2365462 2489896 2365462 4246851 4199637 -133178 8744 0 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false 986673 724880 261793 261793 Due to Affiliate 114612 114612 4585774 8744 0 8744 4577030 -112037 -112037 4464993 4710208 112037 112037 4598171 0 0 4598171 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. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Loss on Disposal of Assets - -112037 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Loss on Disposal of Assets - 112037 true All Care Health Center 902 S 6th Street Council Bluffs IA 51501 421466508 501 (C) (3) 8727 Support Community Health Care Inc 500 W River Dr Davenport IA 52801 421060724 501 (C) (3) 45952 Support Community Health Center of Fort Dodge 126 N 10th Street Fort Dodge IA 50501 200597324 501 (C) (3) 12445 Support Community Health Centers of Southeastern Iowa 1706 West Agency Road West Burlington IA 52655 421527584 501 (C) (3) 27352 Support Crescent Community Health Center 1690 Elm Street Suite 300 Dubuque IA 52001 481302204 501 (C) (3) 10933 Support Infinity Health 302 NE 14th St Leon IA 50144 391908462 501 (C) (3) 15276 Support Peoples Community Health Clinic Inc 905 Franklin Street Waterloo IA 52001 421058629 501 (C) (3) 20777 Support Primary Health Care Inc 1200 University Suite 200 DES MOINES IA 50314 421350092 501 (C) (3) 43002 Support River Hills Community Health Center 201 S Market St Ottumwa IA 52501 421489471 501 (C) (3) 26704 Support Siouxland Community Health Center 1021 Nebraska Street Sioux City IA 51105 421374894 501 (C) (3) 41047 Support United Community Health Center 715 W Milwaukee Ave Storm Lake IA 50588 300225826 501 (C) (3) 5828 Support 11 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 RECIPIENTS AND REVIEW PROCEDURES ARE DETERMINED ACCORDINGLY. false false false false false false false true false Aaron Todd Chief Executive Officer 76482 148465 3722 7226 0 0 4261 8272 649 1261 85114 165224 0 0 Kelly Hannan Chief Operating Officer 63579 108257 3335 5678 0 0 3974 6767 704 1198 71592 121900 0 0 Tami Nelson Chief Financial Officer 57186 116104 2916 5921 0 0 3333 6767 4925 9999 68360 138791 0 0 Sarah Dixon SR Director Partnerships & Dev 25766 109846 1317 5614 0 0 1561 6657 1567 6682 30211 128799 0 0 Elizabeth Richey SR Director of Data & Tech 101094 64634 4929 3151 0 0 5904 3775 1153 737 113080 72297 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's 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 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, Line 3 Delegation of management duties THE ORGANIZATION RECEIVES MANAGEMENT AND ADMINISTRATIVE SERVICES FROM IOWA PRIMARY CARE ASSOCIATION, A RELATED ORGANIZATION. Form 990, Part VI, Line 6 Classes of members or stockholders 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, Line 7a Members or stockholders electing members of governing body 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, Line 11b Review of form 990 by governing body 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, Line 12c Conflict 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, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF IOWA PRIMARY CARE ASSOCIATION LAST REVIEWED THE COMPENSATION OF THE CEO IN JULY 2023 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, Line 19 Required documents available to the public THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE ORGANIZATION OFFICES OR UPON REQUEST. 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 false false false false false false false false true false true true true true false false false