2024-02-07T08:52:43-06:00 2023-03-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-04-01 391407034 WISCONSIN PRIMARY HEALTH CARE ASSOCIATION INC WISC 6082777477 5202 EASTPARK BLVD 109 MADISON WI 53718 STEPHANIE HARRISON CHIEF EXECUTIVE OFFICER 6082777477 2024-01-19 1 STEPHANIE HARRISON XXX-XX-XXXX 0 TROY MARINE CPA P00187863 4147775500 2024-01-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHANIE HARRISON 5202 EASTPARK BLVD 109 MADISON WI 53718 2918082 0 X WWW.WPHCA.ORG X 1982 WI TO ADVANCE GEOGRAPHIC, FINANCIAL & CULTURAL ACCESS TO COMPREHENSIVE COMMUNITY-ORIENTED PRIMARY HEALTH CARE SERVICES FOR ALL PEOPLE IN WISCONSIN. 22 22 28 50 0 0 2336800 2211320 638816 700511 775 6251 0 0 2976391 2918082 22970 0 0 0 1875556 1764112 0 0 10002 1018519 1125465 2917045 2889577 59346 28505 1464372 1932692 498294 938109 966078 994583 X THE MISSION OF THE WISCONSIN PRIMARY HEALTH CARE ASSOCIATION, INC. IS TO IMPROVE HEALTH THROUGH THE WORK OF COMMUNITY HEALTH CENTERS AND THEIR PARTNERS. 1 1 813610 NONFINANCIAL TECHNICAL ASSISTANCE (NFTA):UNDER THE NFTA (BASE) GRANT, WISCONSIN PRIMARY HEALTH CARE ASSOCIATION, INC. PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO HEALTH CENTERS AND ENTITIES SEEKING HEALTH CARE ACCESS OPTIONS ON GOVERNANCE AND COMPLIANCE REQUIREMENTS, QUALITY IMPROVEMENT, AND PROGRAM ANALYSIS. 508257 HEALTH CENTER CONTROLLED NETWORK:UNDER THE HEALTH INFORMATION QUALITY GRANT, WISCONSIN PRIMARY HEALTH CARE ASSOCIATION, INC. PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO PARTICIPATING HEALTH CENTERS FOR ACHIEVING MEANINGFUL USE, PATIENT CENTERED MEDICAL HOME RECOGNITION, AND HEALTHY PEOPLE 2022 GOALS PRIORITIZED FOR THE UNIFORM DATA SYSTEM. 59557 AMERICORPS:THE AMERICORPS PROGRAM RECRUITS, PLACES, AND SUPERVISES AMERICORPS MEMBERS IN HEALTH CENTERS AND OTHER PUBLIC HEALTH SITES IN WISCONSIN WHERE MEMBERS ARE CONDUCTING HEALTH OUTREACH AND EDUCATION IN COMMUNITIES WHERE THERE ARE HIGH NEEDS. 918472 700511 ADVOCACY & OTHER PROGRAMS:ADVOCACY, HPSA DESIGNATIONS, AMERICAN RESCUE PLAN ACT, BOLD GRANT, ROOTS & WINGS, MILWAUKEE HEALTH CARE PARTNERSHIP, MEMBERSHIP, FEE FOR SERVICE, CONFERENCES AND WCHCN. 918472 700511 2299896 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 26 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X STEPHANIE HARRISON 6082777477 5202 EASTPARK BLVD SUITE 109 MADISON WI 53718 KRISTIN STEARNS CHAIRPERSON 1.00 X X 0 0 0 REBA RICE PAST CHAIRPERSON 1.00 X 0 0 0 LAURA WALDVOGEL VICE CHAIRPERSON 1.00 X X 0 0 0 MICHAEL MASCHEK SECRETARY/TREASURER 1.00 X X 0 0 0 ALLISON KOS MD DIRECTOR 1.00 X 0 0 0 ARMAN TAHIR DIRECTOR 1.00 X 0 0 0 GREG NYCZ DIRECTOR 1.00 X 0 0 0 JEN SMITH DIRECTOR 1.00 X 0 0 0 JENNI SEVENICH DIRECTOR 1.00 X 0 0 0 JESSIE PETERSON DIRECTOR 1.00 X 0 0 0 JOY R TAPPER DIRECTOR 1.00 X 0 0 0 JULIA HARRIS ROBINSON DIRECTOR 1.00 X 0 0 0 JULIE SCHULLER MD MPH FACP DIRECTOR 1.00 X 0 0 0 KEN LOVING DIRECTOR 1.00 X 0 0 0 KIMBERLY FRANZEN DIRECTOR 1.00 X 0 0 0 KIM HAWTHORNE DIRECTOR 1.00 X 0 0 0 KRISTENE STACKER DIRECTOR 1.00 X 0 0 0 LYLE IGNACE MD MPH DIRECTOR 1.00 X 0 0 0 MARY OIUMET DIRECTOR 1.00 X 0 0 0 STEPHEN SMITH DIRECTOR 1.00 X 0 0 0 TIM SIZE DIRECTOR 1.00 X 0 0 0 TITO IZARD MD DIRECTOR 1.00 X 0 0 0 STEPHANIE HARRISON CHIEF EXECUTIVE OFFICER 45.00 X 167379 0 15961 LYNSEY RAY CHIEF OPERATING OFFICER 45.00 X 130525 0 22576 TODD SCHROEDER FINANCE DIRECTOR 45.00 X 109509 0 30885 407413 0 69422 3 0 1 0 HUEBNER HIT SERVICES LLC N72W23731 CRAVEN DRIVE SUSSEX WI 53089 HIT CONSULTING 184002 ST JOHNS PROPERTIES INC 1020 JAMES DR SUITE G HARTLAND WI 53029 OFFICE LEASE 123988 2 2211220 100 2211320 MEMBERSHIP DUES 900099 379821 379821 FEE FOR SERVICE INCOME 561499 159873 159873 CONTRACT REVENUE 541900 145638 145638 15179 15179 700511 6251 6251 2918082 700511 0 6251 X 430995 324288 106707 793075 718511 66410 8154 45701 32965 12549 187 390791 334609 55014 1168 103550 75281 27776 493 532 325 207 21035 21035 621897 606021 15876 76955 50205 26750 106022 33292 72730 124676 19432 105244 58629 58303 326 29502 26641 2861 9213 9213 39614 39614 RECRUITMENT 16156 16156 DUES AND SUBSCRIPTIONS 11876 11425 451 MISCELLANEOUS 8318 7558 760 BOARD EXPENSES 1040 1040 2889577 2299896 579679 10002 153906 384831 897001 973159 262633 251249 65864 238440 52089 29104 170253 147138 32879 23115 0 32794 1464372 1932692 262319 280055 163979 204548 71996 421095 0 32411 498294 938109 X 966078 994583 966078 994583 1464372 1932692 28505 0 X 0 1 X 1 1 1 X 2124946 2062662 1980966 2336800 2211320 10716694 2124946 2062662 1980966 2336800 2211320 10716694 10716694 4499 10843 1886 775 6251 24254 10740948 3321277 0.99770 0.99810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 210528 210528 2156024 2366552 268328 67082 0 0 258000 253889 268522 268328 1048739 1573109 153187 175360 179586 210528 718661 64500 63472 67131 67082 262185 393278 0 1 X 21310 21310 0 148943 125828 23115 23115 OPERATING LEASE LIABILITY 32411 32411 X PART IV, LINE 2B: FUNDS HELD FOR OTHERS REPRESENTS AMOUNTS RECEIVED FROM MEMBER COMMUNITY HEALTH CENTERS FOR FUTURE PHASES OF THE DATA REPORTING AND VISUALIZATION SYSTEM (DRVS) PROJECT IMPLEMENTATION. IT ALSO INCLUDES AMOUNTS RECEIVED FROM MILWAUKEE HEALTH CARE PARTNERSHIP FOR CAPACITY BUILDING PLANNING. WISCONSIN PRIMARY HEALTH CARE ASSOCIATION, INC. PROCESSES PROJECT INVOICES USING THE FUNDS HELD, NEITHER THE RECEIPT NOR THE DISBURSEMENT OF THE FUNDS IS RECOGNIZED AS AN OPERATING ACTIVITY IN THE FINANCIAL STATEMENTS. PART X, LINE 2: AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WPHCA IS EXEMPT FROM FEDERAL AND WISCONSIN INCOME TAXES. WIHEALTHPLUS IS SOLELY OWNED BY WPHCA AND THEREFORE IS TREATED AS A DISREGARDED ENTITY FOR TAX PURPOSES. THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 STEPHANIE HARRISON CHIEF EXECUTIVE OFFICER 167379 0 0 0 0 0 6678 0 9283 0 183340 0 0 0 LYNSEY RAY CHIEF OPERATING OFFICER 130525 0 0 0 0 0 5259 0 17317 0 153101 0 0 0 FORM 990, PART III, LINE 2 THE MEDICAL ASSISTANT APPRENTICESHIP PROGRAM LAUNCHED IN SEPTEMBER 2022. WE OFFER THIS PROGRAM TO OUR MEMBERSHIP AND OTHER HEALTH ORGANIZATIONS ACROSS WISCONSIN WHO PAY A REGISTRATION FEE TO ENROLL AN EMPLOYEE IN THE PROGRAM. THIS PROGRAM IS TAUGHT BY A CONTRACTED INSTRUCTOR USING CONTENT DEVELOPED BY THE WASHINGTON PCA AND LEASED FROM THEM ON AN ANNUAL BASIS. CONTENT IS DELIVERED BOTH ONLINE AND VIA IN PERSON LAB DAYS. FORM 990, PART III, LINE 3 THE AMERICORPS PROGRAM WAS DISCONTINUED ON AUGUST 31, 2022. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THREE CATEGORIES OF MEMBERSHIP IN WISCONSIN PRIMARY HEALTH CARE ASSOCIATION, INC. (WPHCA): HEALTH CARE MEMBERSHIP HEALTH CENTER MEMBERSHIP IN WPHCA IS AVAILABLE TO ANY INVITED ORGANIZATION WHICH SUPPORTS THE PURPOSE AND GOALS OF THE CORPORATION AND ACTIVELY ENGAGES IN THE OPERATION OF COMMUNITY-BASED PRIMARY HEALTH CARE SERVICE DELIVERY PURSUANT TO SECTION 330 OF THE PUBLIC HEALTH SERVICE ACT (42 U.S.C. 254B) AS AMENDED, AND UNDER A GRANT FROM THE FEDERAL RESOURCES AND SERVICES ADMINISTRATION. HEALTH CENTER MEMBERS, THROUGH THEIR REPRESENTATIVE DIRECTOR, HAVE ONE VOTE PER HEALTH CENTER FOR ELECTIONS AND OTHER CORPORATION BUSINESS CONDUCTED AT ANNUAL MEETINGS. STAFF EMPLOYEES OF HEALTH CENTER MEMBERS ARE ELIGIBLE TO PARTICIPATE IN CORPORATE COMMITTEES, AND ARE ELIGIBLE TO SERVE IN ONE OF THE ELECTED POSITIONS ON THE CORPORATION'S BOARD OF DIRECTORS. AFFILIATE MEMBERSHIP INDIAN TRIBAL CLINICS (OPERATED UNDER PUBLIC LAW 93-638 OF THE INDIAN SELF-DETERMINATION ACT), FEDERAL QUALIFIED HEALTH CENTER LOOK-ALIKES (OPERATED UNDER SECTION 1905 OF THE SOCIAL SECURITY ACT) OR ANY ENTITY WHICH SUPPORTS THE PURPOSE AND GOALS OF THE CORPORATION AND DOES NOT MEET THE REQUIREMENTS FOR HEALTH CENTER MEMBERSHIP, ARE ELIGIBLE TO BECOME AFFILIATE MEMBERS. AFFILIATE MEMBERS SHALL APPOINT A REPRESENTATIVE TO THE CORPORATION. AFFILIATE MEMBERS OR THEIR REPRESENTATIVES ARE NON-VOTING MEMBERS IN THE ANNUAL MEETING. INDIVIDUAL MEMBERSHIP INDIVIDUAL MEMBERSHIP IN THE ORGANIZATION IS OPEN TO ANY PERSON WHO SUPPORTS THE PURPOSE AND GOALS OF THE CORPORATION. INDIVIDUAL MEMBERS ARE NON-VOTING MEMBERS IN THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT THE GOVERNING BODY. HEALTH CENTER MEMBERS, THROUGH THEIR REPRESENTATIVE DIRECTOR, HAVE ONE VOTE PER HEALTH CENTER FOR GOVERNING BODY ELECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN A SIMILAR MANNER AS THE ANNUAL AUDIT. A DRAFT COPY IS PROVIDED BY THE AUDIT FIRM. THE CHIEF EXECUTIVE OFFICER REVIEWS A COPY OF THE FORM 990 AND MAKES ANY NECESSARY CORRECTIONS. THE FINAL COPY IS PROVIDED TO THE WPHCA BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WPHCA BOARD MEMBERS AND STAFF SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. ANY CONFLICT OF INTEREST IS BROUGHT TO THE BOARD FOR EVALUATION AND DECISION-MAKING. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE PERSONNEL COMMITTEE EVALUATES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE BASED ON THE MARKET AND THE CHIEF EXECUTIVE OFFICER PERFORMANCE. RECOMMENDATIONS ARE BROUGHT TO THE BOARD FOR EVALUATION AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 606,021. MANAGEMENT AND GENERAL EXPENSES 15,876. TOTAL EXPENSES 621,897. WISCONSIN COMMUNITY HEALTH CENTER NETWORK LLC 5202 EASTPARK BLVD SUITE 109 MADISON WI 53718 821531486 CLINICALLY INTEGRATED NETWORK WI 225638 220344 WISCONSIN PRIMARY HEALTH CARE ASSOCIATION INC