2021-11-10T14:04:44-06:00 2020-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-01-01 521999196 DISTRICT OF COLUMBIA PRIMARY CARE ASSOCIATION DIST 2026380252 1620 I STREET NW NO 300 WASHINGTON DC 20006 TAMARA A SMITH PRESIDENT AND CEO 2026380252 2021-11-10 1 TAMARA SMITH 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TAMARA A SMITH 1620 I STREET NW NO 300 WASHINGTON DC 20006 6565304 0 X WWW.DCPCA.ORG X 1996 DC SEE PART III, LINE 1. 13 13 28 13 0 0 3850830 3782035 1789275 2565733 48314 43140 4285 3303 5692704 6394211 60000 139650 0 0 2670884 3129408 0 0 0 3165006 3306591 5895890 6575649 -203186 -181438 2477944 2910433 1016990 1059464 1460954 1850969 X TO CREATE HEALTHIER COMMUNITIES THROUGH ADVOCACY AND THE STRENGTHENING AND SUPPORT OF HEALTH INFORMATION TECHNOLOGY (HIT) & HEALTH INFORMATION EXCHANGE (HIE) INFRASTRUCTURE TO SUPPORT A HIGH QUALITY, EQUITABLE, INTEGRATED HEALTH CARE SYSTEM (CONTINUED ON SCHEDULE O)THAT GIVES EVERY DC RESIDENT A FAIR SHOT AT A FULL AND HEALTHY LIFE. 0 0 1673001 91000 QUALITY IMPROVEMENT AND OPERATIONS:DCPCA'S QUALITY IMPROVEMENT PROGRAMS FOCUS ON THE PROVISION OF TECHNICAL ASSISTANCE AND TRAINING TO HEALTH CENTERS TO SUPPORT IMPROVEMENTS IN ACCESS, OPERATIONAL EXCELLENCE, AND HEALTH OUTCOMES. THROUGH PARTNERSHIPS WITH EXPERIENCED CONTENT EXPERTS, DCPCA DEVELOPS AND FACILITATES TRAINING SESSIONS, CONFERENCES, ON-SITE TECHNICAL ASSISTANCE, AND PEER GROUPS TO ACCELERATE THE USE OF INNOVATIVE AND EVIDENCE-BASED BEST PRACTICES. DCPCA ASSISTS HEALTH CENTERS LEVERAGE DATA AND HIT TO IMPROVE CARE PROCESSES AND OUTCOMES, AND PREPARE PROVIDERS FOR ALTERNATIVE DELIVERY AND PAYMENT SYSTEMS. 3391531 0 2421233 HEALTH INFORMATION TECHNOLOGY:HEALTH INFORMATION TECHNOLOGY PROGRAM ACCOMPLISHMENTS HAVE PRIMARILY FOCUSED ON PLANNING, IMPLEMENTING AND MANAGING TECHNOLOGY INITIATIVES THAT SUPPORT THE HEALTH CARE DELIVERY OPERATIONS OF OUR COMMUNITY HEALTH CENTER MEMBERS. THESE INITIATIVES INCLUDE: HOSTING AND SUPPORTING THE USE OF ELECTRONIC HEALTH RECORDS (EHR) TECHNOLOGIES; IMPLEMENTING HEALTH DATA EXCHANGE AND INTEGRATION STRATEGIES TO ENABLE IMPROVEMENTS IN CARE COORDINATION; FACILITATING POPULATION HEALTH REPORTING; AND PROVIDING CLINICAL DATA REPORTING SERVICES TO SUPPORT THE HEALTH CENTERS' QI OBJECTIVES. 586627 CONNECTED CARE NETWORK:TO DEVELOP, IMPLEMENT, PROMOTE AND SUPPORT CLINICAL INTEGRATED SERVICES AND PROGRAMS THAT ENHANCE AND EXPAND THE CAPABILITY OF FEDERALLY QUALIFIED HEALTH CENTERS TO PROVIDE QUALITY HEALTH CARE SERVICES TO POPULATIONS, INCLUDING THOSE WHO ARE UNDERSERVED IN THE DISTRICT OF COLUMBIA. 472742 48650 144500 POLICY AND ADVOCACY:DCPCA'S POLICY AND ADVOCACY INITIATIVES IDENTIFY AND TAKE ACTION ON OPPORTUNITIES TO SUPPORT HEALTH CENTER SUSTAINABILITY AS WELL AS ADDRESS THE SOCIAL DETERMINANTS OF HEALTH MAINLY THROUGH THE DC PACT (POSITIVE ACCOUNTABLE COMMUNITY TRANSFORMATION) COALITION, WHOSE VISION IS TO ALIGN CLINICAL AND COMMUNITY SERVICES SO AS TO CREATE A SEAMLESS COMMUNITY OF CARE THAT IMPROVES HEALTH AND INCREASES HEALTH EQUITY IN THE DISTRICT OF COLUMBIA. DCPCA POLICY AND ADVOCACY INITIATIVES HAVE ALSO BROUGHT TOGETHER VARIOUS MEMBER FQHCS (FEDERALLY QUALIFIED HEALTH CENTERS) AND FQHC-LOOK-ALIKES LEADERSHIP AND POLICY MAKING TEAMS ON THE SAME PLATFORM FOR A MORE UNIFIED AND COORDINATED LEGISLATIVE, ADMINISTRATIVE, AND BUDGETARY PRIORITIES, TO ENSURE CONTINUED ACCESS TO HIGH QUALITY, COMPREHENSIVE, CULTURALLY INFORMED AND INTEGRATED PRIMARY HEALTH CARE, FOCUSED ON VALUE FOR BOTH DC RESIDENTS, HEALTH CENTERS AND DISTRICT OF COLUMBIA HEALTH CARE POLICY ADMINISTRATORS. 472742 48650 144500 6123901 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X TAMARA SMITH 2026380252 1620 I STREET NW NO 300 WASHINGTON DC 20006 KELLY SWEENEY MCSHANE CHAIR 2.00 0.00 X X 0 0 0 MARIA GOMEZ VICE-CHAIR 1.00 0.00 X X 0 0 0 MARSHA LILLE-BLANTON SECRETARY 1.00 0.00 X X 0 0 0 ZEYNEP ORHAN TREASURER 1.00 0.00 X X 0 0 0 DONALD BLANCHON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT BERENSON DIRECTOR 1.00 0.00 X 0 0 0 GEORGE JONES DIRECTOR 1.00 0.00 X 0 0 0 FLORA TERRELL HAMILTON DIRECTOR 1.00 0.00 X 0 0 0 VINCENT A KEANE DIRECTOR 1.00 0.00 X 0 0 0 CATALINA SOL DIRECTOR 1.00 0.00 X 0 0 0 NASEEMA SHAFI DIRECTOR 1.00 0.00 X 0 0 0 TOMI OGUNDIMU DIRECTOR 1.00 0.00 X 0 0 0 MIGUEL MCINNIS DIRECTOR 1.00 0.00 X 0 0 0 TAMARA SMITH PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 0.00 X 241739 0 28181 PETER KIBURI DIRECTOR OF FINANCE 40.00 0.00 X 134428 0 22755 DONNA RAMOS-JOHNSON DIRECTOR & CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 199000 0 34662 PATRICIA QUINN DIR. OF POLICY & EXTERNAL AFFAIRS 40.00 0.00 X 143236 0 31045 JAMES COSTELLO DIRECTOR, HEALTH INFO. TECH. OPER. 40.00 0.00 X 143624 0 21403 BRANDON BATISTE COO, CCN (UNTIL 10/2020) 40.00 0.00 X 146320 0 8981 MEGAN LOUCKS DIRECTOR OF QUALITY IMPROVEMENT 40.00 0.00 X 135011 0 13434 ALLYSON SMITH DIRECTOR OF POPULATION HEALTH, CCN 40.00 0.00 X 109025 0 22391 1252383 0 182852 8 0 1 0 ZANE NETWORKS LLC 1133 21ST STREET NW WASHINGTON DC 20036 HIT TECHNICAL ASSISTANCE SERVICES 507185 DIGITAL CONVENTIONS 801 MOUNT VERNON PL NW WASHINGTON DC 20001 TELEHEALTH DIGITAL SVCS/TECH SUPPORT 492405 CLINOVATIONS GOVERNMENT AND HEALTH 1325 G ST NW 500 WASHINGTON DC 20005 HIT TECHNICAL ASSISTANCE SERVICES 285789 ECLINICALWORKS TWO TECHNOLOGY DRIVE WESTBOROUGH MA 01581 EMR LICENSING AND MAINTENANCE SERVICES 278668 JOHN SNOW INC 44 FARNSWORTH STREET BOSTON MA 02210 SMHP SUD TECHINAL ASSISTANCE SERVICES 171500 6 1262636 2519399 3782035 HIE ACCESS & SUPPORT 900099 2261865 2261865 HIE-HIT CONTRACT 900099 159368 159368 MEMBERSHIP DUES 900099 144500 144500 2565733 37599 37599 176634 171093 5541 5541 5541 MISCELLANEOUS 900099 3303 3303 3303 6394211 2565733 0 46443 X 139650 139650 660765 314849 345916 1935194 1915116 20078 140273 140196 77 174363 164418 9945 218813 190080 28733 49559 49559 11112 11112 1453908 1453908 138875 121263 17612 1171939 1171756 183 355709 355709 11078 5230 5848 5661 5661 7517 7517 21216 21216 15597 15597 BAD DEBT EXPENSE 20625 16125 4500 EQUIPMENT 17632 17199 433 STAFF TRAINING 13862 10861 3001 DUES, PUBS. AND SUBS. 7806 7806 4495 185 4310 6575649 6123901 451748 0 437597 629690 17718 20247 401427 248123 577873 759610 69033 66161 483558 289207 46093 194351 873548 937596 54655 54655 2477944 2910433 524135 641563 18240 0 150000 100000 12596 324615 305305 1016990 1059464 X 889183 1763669 571771 87300 1460954 1850969 2477944 2910433 X -181438 34549 536904 X 0 1 X 1 1 1 X 3157144 4899440 3203959 3850830 3782035 18893408 3157144 4899440 3203959 3850830 3782035 18893408 117011 18776397 75233 40320 46706 30678 37599 230536 16936 1000 4285 3303 25524 19149468 7109815 0.98050 0.93180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 6575649 6575649 478782 119696 0 0 448462 407598 444795 478782 1779637 2669456 19775 13575 33350 112116 101900 111199 119696 444911 667367 30237 14772 15465 411096 234918 176178 42225 39517 2708 194351 DEFERRED RENT 305305 305305 X 6417648 34549 34549 6383099 11112 11112 6394211 6564537 0 6564537 11112 11112 6575649 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2020, THE ORGANIZATIONS HAVE DOCUMENTED THEIR 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 COMBINED FINANCIAL STATEMENTS. 1 CHILDREN'S NATIONAL HOSPITAL 1 INVENTA PLACE 3RD FL SILVER SPRING MD 20910 521640403 501(C)(3) 48650 HHS-OAS OFFICE OF POPULATION AFFAIRS - DC NEXT! PROJECT FAMILY MEDICAL & COUNSLING SERVICES INC 2041 MARTIN LUTHER KING JR AVE SE SUITE M-2 WASHINGTON DC 20020 521073362 501(C)(3) 52750 DISTRICT OF COLUMBIA COLORECTAL CANCER CONTROL (DC3C) PROGRAM LA CLINICA DEL PUEBLO INC 2815 15TH ST NW WASHINGTON DC 20009 521942551 501(C)(3) 12750 DISTRICT OF COLUMBIA COLORECTAL CANCER CONTROL (DC3C) PROGRAM MARY'S CENTER FOR MATERNAL & CHILD CARE 23333 ONTARIO ROAD NE WASHINGTON DC 20009 521594116 501(C)(3) 12750 DISTRICT OF COLUMBIA COLORECTAL CANCER CONTROL (DC3C) PROGRAM UNITY HEALTH CARE INC 1100 NEW JERSEY AVE SE SUITE 500 WASHINGTON DC 20003 521572431 501(C)(3) 12750 DISTRICT OF COLUMBIA COLORECTAL CANCER CONTROL (DC3C) PROGRAM 5 0 PART I, LINE 2: THE GRANTS WERE PROVIDED FOR CLINICAL QUALITY IMPROVEMENT INITIATIVES AND PARTICIPATION IN CARE COORDINATION AND MANAGEMENT TRAINING, PATIENT RESEARCH, DATA COLLECTION, AND STAFF TRAINING SUPPORT. HEALTH CENTERS COMMITTED TO AND SIGNED PARTICIPATION AGREEMENTS IN ORDER TO BE ELIGIBLE FOR THE GRANT AWARDS THAT WERE USED TO SUPPORT STAFF ALLOCATION OF TIME FOR CLINICAL QUALITY IMPROVEMENT TRAINING INITIATIVES, CARE COORDINATION/PRACTICE MANAGEMENT ACTIVITIES, PATIENT RESEARCH AND DATA COLLECTION. DCPCA CLINICAL STAFF MONITORED PARTICIPATION AND DATA SUBMISSION TO ENSURE THE TERMS OF THE AGREEMENT WERE ADHERED TO. X X X 0 0 0 0 0 0 0 1 0 TAMARA SMITH PRESIDENT & CHIEF EXECUTIVE OFFICER 230439 0 11300 0 0 0 18986 0 9195 0 269920 0 0 0 DONNA RAMOS-JOHNSON DIRECTOR & CHIEF TECHNOLOGY OFFICER 190000 0 9000 0 0 0 16272 0 18390 0 233662 0 0 0 PATRICIA QUINN DIR. OF POLICY & EXTERNAL AFFAIRS 136236 0 7000 0 0 0 11648 0 19397 0 174281 0 0 0 JAMES COSTELLO DIRECTOR, HEALTH INFO. TECH. OPER. 143624 0 0 0 0 0 12208 0 9195 0 165027 0 0 0 PETER KIBURI DIRECTOR OF FINANCE 134428 0 0 0 0 0 11208 0 11547 0 157183 0 0 0 BRANDON BATISTE COO, CCN (UNTIL 10/2020) 146320 0 0 0 0 0 5833 0 3148 0 155301 0 0 0 PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 6 DCPCA HAS TWO CLASSES OR MEMBERS: FEDERALLY QUALIFIED COMMUNITY HEALTH CENTERS (FQHCS) AND FQHC LOOK-ALIKES AND OTHER COMMUNITY HEALTH CENTERS. FORM 990, PART VI, SECTION A, LINE 7A EACH FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER IS ABLE TO NOMINATE AND ELECT ITS CEO AS A MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND A DRAFT COPY, INCLUDING ALL RELATED SCHEDULES AND ATTACHMENTS, WAS GIVEN TO THE AUDIT AND COMPLIANCE COMMITTEE MEMBERS FOR REVIEW AND APPROVAL. ONCE APPROVED, THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE PROVIDED A FINAL COPY OF THE 990 TO THE FULL BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND THE BOARD OF DIRECTORS ARE ANNUALLY REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT. IF A DCPCA DIRECTOR IS AN OFFICER OR DIRECTOR OF OR HOLDS A SIMILAR POSITION WITH OR HAS A FINANCIAL INTEREST IN ANOTHER ENTITY AND PARTICIPATES OR IS PRESENT AT A MEETING OF THE BOARD OF DIRECTORS WHERE DCPCA AUTHORIZES A CONTRACT OR TRANSACTION WITH SUCH OTHER ENTITY, THE DIRECTOR: (1) DISCLOSES THE MATERIAL FACTS AS TO THE RELATIONSHIP OR INTEREST AND AS TO THE CONTRACT OR TRANSACTION TO THE BOARD OF DIRECTORS OR ENSURES THAT SUCH FACTS ARE KNOWN TO THE DIRECTORS ENTITLED TO VOTE THEREON; AND (2) RECUSE HIMSELF/HERSELF FROM DISCUSSION, LOBBYING, AND VOTING ON THE MATTER. ANY VOTE ON THE CONTRACT OR TRANSACTION MUST BE APPROVED BY THE BOARD OF DIRECTORS BY THE AFFIRMATIVE VOTES OF A MAJORITY OF THE DISINTERESTED DIRECTORS EVEN THOUGH THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM. THE MINUTES OF MEETINGS AT WHICH SUCH VOTES ARE TAKEN RECORD THE DISCLOSURE, RECUSAL AND RATIONALE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE AND IS REVIEWED ANNUALLY. ADJUSTMENTS TO THE CEO'S SALARY ARE GUIDED BY THE FOLLOWING FACTORS: (A) THE INTRINSIC QUALITY OF HIS/HER MANAGEMENT, INTELLECTUAL LEADERSHIP, AND PUBLIC REPRESENTATION OF THE ASSOCIATION; (B) THE ASSOCIATION'S FINANCIAL PERFORMANCE AND STABILITY; (C) THE COMPENSATION OF CHIEF EXECUTIVES OF OTHER, SIMILAR ORGANIZATIONS BASED ON SURVEYS AND COMPENSATION STUDIES; AND (D) ADDITIONAL, SIMILAR, FACTORS THE COMMITTEE DEEMS APPROPRIATE. THE COMPENSATION PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES MEMORANDUM. THE ANNUAL COMPENSATION REVIEW TAKES PLACE IN OCTOBER OF EACH YEAR, ON OR ABOUT THE CEO DATE-OF-HIRE ANNIVERSARY. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO USING SIMILAR GUIDELINES DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,361,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,361,752. H.R. FEES: PROGRAM SERVICE EXPENSES 90,705. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,705. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,451. FORM 990, PART XI, LINE 9: PPP FUNDING RECOGNIZED AS A CONDITIONAL CONTRIBUTION 536,904. IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT FORGIVEN BY THE SBA UNTIL 2021. FORM 990, PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS: ON APRIL 15, 2020, THE ORGANIZATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $549,500 UNDER THE PAYCHECK PROTECTION PROGRAM (PPP). UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MUST BE USED FOR CERTAIN EXPENDITURES WITHIN A 24-WEEK PERIOD TO ULTIMATELY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION. DURING THE YEAR ENDED DECEMBER 31, 2020, THE ORGANIZATION EXPENDED AND TRACKED THE PPP FUNDS FOR PURPOSES OUTLINED IN THE CARES ACT GUIDANCE AND BELIEVED THEY HAD MET ALL CONDITIONS SET FORTH FOR FULL FORGIVENESS. ACCORDINGLY, UNDER GUIDANCE FOUND IN FASB ASC 958-605, THE ORGANIZATION HAS RECOGNIZED THE PPP FUNDING AS A CONDITIONAL GRANT BY WHICH ALL CONDITIONS HAVE BEEN MET. THE ORGANIZATION HAD DEEMED THE FORGIVENESS BY THE SBA TO BE HIGHLY PROBABLE, AN ADMINISTRATIVE TASK ONLY, AND NOT A BARRIER TO RECOGNITION. ON DECEMBER 22, 2020, THE ORGANIZATION APPLIED FOR FORGIVENESS AFTER COMPLETING THE 24-WEEK PERIOD, AND RECEIVED NOTIFICATION IN JUNE 2021 THAT THE POTENTIAL FORGIVENESS AMOUNT WAS DETERMINED TO BE $536,904. DCPCA RECORDED $536,904 OF GRANT INCOME IN CONTRIBUTIONS ON STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS, AND THE REMAINING OUTSTANDING PRINCIPAL OF $12,596 IN LOAN PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. PRINCIPAL AND INTEREST BALANCE WILL BE PAID DURING THE YEAR ENDED DECEMBER 31, 2021. HOWEVER, FOR FORM 990 REPORTING PURPOSES, THE PPP LOAN WILL NOT BE REPORTED AS REVENUE UNTIL THE TAX YEAR WHEN THE AMOUNT IS FORGIVEN (2021). DC CONNECTED CARE NETWORK 1620 I STREET NW SUITE 300 WASHINGTON DC 20006 833113364 SEE PART VII DC 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II, COLUMN (B): DC CONNECTED CARE NETWORK'S PURPOSE IS TO DEVELOP, IMPLEMENT, PROMOTE AND SUPPORT CLINICAL INTEGRATED SERVICES AND PROGRAMS THAT ENHANCE AND EXPAND THE CAPABILITY OF FEDERALLY QUALIFIED HEALTH CENTERS TO PROVIDE QUALITY HEALTH CARE SERVICES TO POPULATIONS, INCLUDING THOSE WHO ARE UNDERSERVED IN THE DISTRICT OF COLUMBIA.