2019-03-27T17:04:34-05:00 2018-06-30 560574444 CHERRY BEKAERT LLP 11200 ROCKVILLE PIKE SUITE 400 ROCKVILLE MD 20852 990 2017-07-01 521847976 PRIMARY CARE COALITION OF MONTGOMERY COUNTY PRIM 3016283405 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 LESLIE GRAHAM PRESIDENT & CEO 3016283405 2019-03-21 1 RAYMOND BARBAGALLO P00173692 3015899000 50.76.6.125 2019-03-21 13:07:35 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 94DDB6235122F66DD826A4D5F9933DCE67BAB8F2 2017 2019-02-21 02:37:17Z LESLIE GRAHAM 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 19607353 0 X WWW.PRIMARYCARECOALITION.ORG X 1993 MD THE PCC IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO IMPROVING ACCESS TO HIGH QUALITY, CULTURALLY SENSITIVE PRIMARY CARE, SPECIALTY CARE, AND BEHAVIORAL HEALTH AND DENTAL SERVICES FOR UNINSURED, LOW INCOME AND MEDICALLY FRAIL CHILDREN, ADULTS AND SENIORS. 21 20 101 22 0 34868 670409 255098 17941698 19347943 814 1326 13898 2986 18626819 19607353 155655 0 0 0 5910586 5898648 0 0 28551 12774364 13805221 18840605 19703869 -213786 -96516 4895246 4533642 2767261 2502173 2127985 2031469 X THE PCC'S EXEMPT MISSION IS TO CREATE A VIBRANT COMMUNITY THAT SUPPORTS ALL PEOPLE IN LEADING HEALTHY LIVES BY BUILDING PARTNERSHIPS, STRENGTHENING SYSTEMS AND LEADING COLLABORATIVE PROGRAMS THAT IMPROVE THE HEALTH AND LIVES OF PEOPLE AND FAMILIES. 0 0 11440176 11440176 CENTER FOR HEALTH CARE ACCESS/MONTGOMERY CARES - MONTGOMERY CARES IS A PUBLIC-PRIVATE PARTNERSHIP COMPOSED OF 10 INDEPENDENT SAFETY-NET CLINICS, SIX HOSPITALS, INDIVIDUAL HEALTH CARE PROVIDERS, THE MONTGOMERY COUNTY DEPT. OF HEALTH AND HUMAN SERVICES, AND THE PRIMARY CARE COALITION (PCC). THE PCC ADMINISTERS MONTGOMERY CARES AND IS RESPONSIBLE FOR COORDINATING THE SERIVCES FOR THE PARTICIPATING HEALTH CARE PROVIDERS WHO SHARE A COMMON GOAL AND WORK COLLECTIVELY TO PROVIDE EFFICIENT, ACCESSIBLE, AND OUTCOME-FOCUSED HEALTH SERVICES TO LOW-INCOME, UNINSURED ADULTS IN MONTGOMERY COUNTY. MONTGOMERY CARES PATIENTS ALSO RECEIVE SPECIALTY CARE REFERRALS, BEHAVIORIAL HEALTH CARE, AND ACCESS TO MEDICATIONS THROUGH SERVICE LINES THAT FALL UNDER THE MONTGOMERY CARES UMBRELLA INCLUDING: - PROJECT ACCESS, A SPECIALTY CARE REFERRAL PROGRAM THAT CONNECTS UNINSURED PATIENTS WITH NEEDED SPECIALTY CARE. - COMMUNITY PHARMACY, A PROGRAM THAT PROVIDES POINT-OF-SERVICE GENERIC MEDICATION TO PATIENTS IN THE MONTGOMERY CARES PARTICIPATING CLINICS. - MEDBANK, A PROGRAM THAT PROVIDES FREE AND REDUCED-COST BRAND MEDICATION ACCESSED THROUGH THE PHARMACEUTICAL COMPANIES' PATIENT ASSISTANCE PROGRAMS. IN FY 2018 MONTGOMERY CARES SERVED 25,960 PATIENTS IN 72,497 PRIMARY CARE ENCOUNTERS; COORDINATED 4,150 AFFORDABLE SPECIALTY CARE APPOINTMENTS; ASSISTED 1,360 PATIENTS IN FILLING PRESCRIPTIONS FOR COSTLY BRAND NAME MEDICATIONS; AND, PROVIDED INTEGRATED BEHAVIORAL HEALTH SERVICES FOR 1,770 INDIVIDUALS.CORE FUNDING FOR MONTGOMERY CARES IS PROVIDED BY THE MONTGOMERY COUNTY GOVERNMENT. THIS INVESTMENT OF PUBLIC FUNDS LEVERAGES ADDITIONAL RESOURCES IN THE FORM OF PRO-BONO SERVICES, IN-KIND USE OF HOSPITAL FACILITIES AND MEDICINES, AND GRANTS AND DONATIONS FROM PRIVATE SECTOR PHILANTHROPISTS. 4615628 4615628 CENTER FOR HEALTH IMPROVEMENT/NEXUS MONTGOMERY - NEXUS MONTGOMERY IS A COLLABORATION AMONG MONTGOMERY COUNTY'S HOSPITALS, WORKS WITH COMMUNITY PARTNERS TO PROMOTE HEALTH, REDUCE HOSPITAL UTILITIZATION AND MANAGE TOTAL COST OF CARE FOR THE SHARED COMMUNITY. NEXUS MONTGOMERY IS A HOSPITAL-LED COLLABORATIVE THAT AIMS TO REDUCE AVOIDABLE OR UNNECESSARY HOSPITAL USE (INCLUDING READMISSIONS) AND TOTAL COST OF CARE, BY CONNECTING PEOPLE TO TIMELY AND APPROPRIATE COMMUNITY-BASED CARE AND SUPPORT SERVICES. THE PRIMARY CARE COALITION SERVES AS THE MANAGEMENT ENTITY FOR NEXUS MONTGOMERY PROVIDING ORGANIZATIONAL INFRASTRUCTURE, STAFFING, DATA ANALYTICS AND EVALUATION. NEXUS MONTGOMERY ACTIVITIES ARE JOINTLY FUNDED BY THE PARTICIPATING HOSPITALS THROUGH A GRANT FROM THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION. 1205411 1205411 CENTER FOR HEALTH CARE ACCESS/CARE FOR KIDS - FROM ROUTINE WELL CHILD VISITS TO CASE MANAGEMENT FOR CHILDREN WITH COMPLEX HEALTH CARE NEEDS, CARE FOR KIDS PROVIDES AFFORDABLE HEALTH SERVICES TO NEARLY 6,000 LOW-INCOME CHILDREN WITH NO OTHER MEANS OF ACCESSING CARE. CARE FOR KIDS IS A LOW-COST HEALTH CARE SOLUTION THAT PROVIDES AFFORDABLE PRIMARY, SPECIALTY AND BEHAVORIAL CARE TO THE CHILDREN OF LOW-INCOME MONTGOMERY COUNTY FAMILIES WHO ARE NOT ELIGIBLE FOR STATE OR FEDERAL HEALTH INSURANCE PROGRAMS. IT 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. IN FY 2018, MORE THAN 5,500 CHILDREN PARTICIPATED IN CARE FOR KIDS, 1,330 OF WHOM RECEIVED CASE MANAGEMENT FOR COMPLEX MEDICAL NEEDS AND 380 RECEIVED GLASSES. CARE FOR KIDS IS FUNDED BY THE MONTGOMERY COUNTY GOVERNMENT, KAISER PERMANENTS OF THE MID-ATLANTIC WHICH PROVIDES CONSIDERABLE IN-KIND SERVICES, AND GRANTS AND DONATIONS SECURED BY THE PRIMARY CARE COALITION. 1075645 2089714 THE CENTER FOR HEALTH IMPROVEMENT LEADS REGIONAL QUALITY AND HEALTH EQUITY INITIATIVES. THE PCC SERVES AS THE PERFORMANCE MANAGER FOR THE CAPITAL SOUTH REGION CONNECTOR PROGRAM, WHICH ASSISTS PRINCE GEORGE'S COUNTY RESIDENTS ENROLL IN MEDICAID AND PRIVATE HEALTH INSURANCE COVERAGE THROUGH THE MARYLAND HEALTH CONNECTION - THE STATE-BASED INSURANCE MARKETPLACE. THE PCC ADDRESSES ISSUES OF HEALTH INSURANCE LITERACY AND LINGUISTIC BARRIERS. PCC FURTHER WORKS TO INCREASE REFERRALS AND SCREENING FOR CANCERS AMONG LOW INCOME, LINGUISTICALLY DIVERSE COMMUNITIES.CENTER FOR HEALTH CARE ACCESS - MINORITY HEALTH INITIATIVES - PCC STAFFS A VARIETY OF MONTGOMERY COUNTY HEALTH INITIATIVES THAT PROMOTE WELLNESS AND PROVIDE REFERRALS TO MONTGOMERY CARES CLINICS TO TARGETED UNDERSERVED ASIAN, AFRICAN AMERICAN AND LATIN AMERICAN COMMUNITIES. 1075645 2089714 18336860 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 1 101 1 1 1 0 0 0 0 0 0 0 0 0 X 21 20 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 STEVEN M LIEBERMAN CHAIR 1.00 X X 0 0 0 VALERIE BARTON MS VICE CHAIR 1.00 X X 0 0 0 JULIA DOHERTY MHSA VICE CHAIR 1.00 X X 0 0 0 SHAWN BARTLEY SECRETARY 1.00 X X 0 0 0 ROSE MARIE MARTINEZ TREASURER 1.00 X 0 0 0 SHIRLEY BLAKELY RPH RN DIRECTOR 1.00 X 0 0 0 JONATHAN BLUM DIRECTOR 1.00 X 0 0 0 RICHARD BOHRER RADM DIRECTOR 1.00 X 0 0 0 CAROL W GARVEY MD MPH DIRECTOR 1.00 X 0 0 0 REV MANSFIELD KASEY KASEMAN DIRECTOR 1.00 X 0 0 0 TRISTRAM KRUGER DDS DIRECTOR 1.00 X 0 0 0 DAVID KLEINBERG DIRECTOR 1.00 X 0 0 0 MENG K LEE DIRECTOR 1.00 X 0 0 0 PIERRE-MARIE LONGKENG MSHA DIRECTOR 1.00 X 0 0 0 JAMES T MARRINAN DIRECTOR 1.00 X 0 0 0 WILBUR W MALLOY DIRECTOR 1.00 X 0 0 0 EDWARD WAN DIRECTOR 1.00 X 0 0 0 CHARLES V STEWART PHD DIRECTOR 1.00 X 0 0 0 RICHARD GILLUM DIRECTOR 1.00 X 0 0 0 MARIA GOMEZ DIRECTOR 1.00 X 0 0 0 LESLIE GRAHAM PRESIDENT AND CEO 40.00 X X 178000 0 19601 JEFFREY GOLDMAN VP POPULATION HEALTH 40.00 X 151843 0 10314 329843 0 29915 2 0 1 0 THE COORDINATING CENTER 8531 VETERANS HIGHWAY 3RD FLOOR MILLERSVILLE MD 21108 ADMIN & OPERATION SERVICES 1862371 VERALON PARTNERS INC 1628 JOHN F KENNEDY BLVD 500 PHILADELPHIA PA 19103 PROFESSIONAL SERVICES 395258 CORNERSTONE MONTGOMERY 2 TAFT COURT 200 ROCKVILLE MD 20850 FACILITIES & PROGRAM MNGT 391100 POINTRIGHT INC DEPT 5290 PO BOX 4110 WOBURN MA 01888 DATA SOLUTION SERVICES 240000 HR STRATEGY GROUP LLC 2810 QUAIL CREEK COURT ELLICOTT CITY MD 21042 HR ADVISORY SERVICES 132450 6 34102 220996 255098 COUNTY CONTRACTS 624100 14453826 14453826 SERVICE INCOME 624100 4862800 4862800 FEDERAL CONTRACTS 624100 31317 31317 19347943 1326 1326 OTHER INCOME 900099 2986 2986 2986 19607353 19350929 0 1326 X 341199 290463 50327 409 4284524 3600158 668882 15484 149145 128637 20433 75 790276 604512 181809 3955 333504 287647 45690 167 11196 10412 784 36100 36100 12846794 12726976 114459 5359 293467 225306 66322 1839 23705 13370 10335 359083 298652 59182 1249 195753 150727 45012 14 14535 14535 24588 24588 19703869 18336860 1338458 28551 541095 531821 263267 344879 470203 199916 3562102 3395105 27327 45204 62328 45611 31252 16717 4895246 4533642 2363046 2148269 404215 353904 2767261 2502173 X 1099584 1393850 1009516 618734 18885 18885 2127985 2031469 4895246 4533642 -96516 0 X 0 1 X 1 0 X 597057 511054 1414704 670409 255098 3448322 597057 511054 1414704 670409 255098 3448322 1414205 2034117 23414 14068 1397 814 1326 41019 12168 2986 15154 3504495 78380363 0.58040 0.65440 X 1 1 0 1 632 1 641 0 1 108 0 0 1381 0 PART I-A, LINE 1: PCC WAS NOT DIRECTLY OR INDIRECTLY INVOLVED IN ANY POLITICAL ACTIVITY IN SUPPORT OF ANY INDIVIDUAL CANDIDATE OR PARTY. AS A MEMBER OF NONPROFIT MONTGOMERY, PCC SUPPORTED A CANDIDATE FORUM TO WHICH ALL CANDIDATES FROM ALL COMPETING POLITICAL PARTIES WERE INVITED. PART II-B, LINE 1: MEMBERS OF THE ALL-VOLUNTEER BOARD OF DIRECTORS MEET ANNUALLY WITH LOCAL COUNCIL MEMBERS TO PROVIDE EDUCATION AND INFORMATION ON THE PRIORITIES AND CHALLENGES FACING FUNDED PROGRAMS THAT PCC ADMINISTERS. DIRECTOR OF STRATEGY AND EXTERNAL AFFAIRS SUPPORTS VOLUNTEER BOARD MEMBERS AT MEETINGS WITH THE LOCAL COUNCIL AND BY DEVELOPING DRAFT TESTIMONY ON CERTAIN POLICIES THAT RELATE TO THE PCC MISSION, AND DEVELOPS MESSAGES TO EDUCATE A GRASS-ROOTS AUDIENCE ON THE ISSUES AND PRIORITIES. IN THIS REPORTING PERIOD PCC PROVIDED WRITTEN TESTIMONY ON 3 LOCAL AND 2 STATE LEVEL BILLS. THE PCC ISSUES A BI-WEEKLY ELECTRONIC NEWSLETTER THAT IS DISTRIBUTED TO A WIDE VARIETY OF STAKEHOLDERS. ON TWO OCCASIONS IN THE REPORTING PERIOD THE NEWSLETTER INCLUDED INFORMATION ON STATE BILLS AND PROVIDED INFORMATION ABOUT THE DATES AND TIMES OF PUBLIC HEARINGS. INFORMATION WAS PRODUCED BY STAFF AND DISTRIBUTED ELECTRONICALLY. PCC PRODUCES AN ADVOCACY PACKET THAT HIGHLIGHTS PROGRAMMATIC ISSUES, CHALLENGES AND BUDGETARY PRIORITIES. THESE PACKETS ARE USED BY BOARD MEMBERS WHEN MEETING WITH LOCAL ELECTED OFFICIALS. 18885 18885 18885 18885 18885 18885 0.00000 0.00000 0.00000 7500 3958 3542 25736 19768 5968 29092 21885 7207 16717 ACCRUED EMPLOYEE BENEFITS 353904 353904 X 21128439 1521086 1521086 19607353 0 19607353 21224955 1521086 1521086 19703869 0 19703869 PART X, LINE 2: THE COALITION HAS ADOPTED ASC TOPIC 740-10, WHICH PRESCRIBES MEASUREMENT AND DISCLOSURE REQUIREMENTS FOR CURRENT AND DEFERRED INCOME TAX PROVISIONS. THE TOPIC PROVIDES FOR A CONSISTENT APPROACH IN INDENTIFYING AND REPORTING UNCERTAIN TAX POSITIONS. IT IS MANAGEMENT'S BELIEF THAT THE COALITION DOES NOT HOLD ANY UNCERTAIN TAX POSITIONS. THE COALITION'S INCOME TAX RETURNS FOR THE TAX YEARS 2015 AND AFTERWARDS ARE SUBJECT TO POTENTIAL AUDIT. X X X X 0 0 0 0 0 0 0 0 0 LESLIE GRAHAM PRESIDENT AND CEO 178000 0 0 0 0 0 15600 0 4001 0 197601 0 0 0 JEFFREY GOLDMAN VP POPULATION HEALTH 151843 0 0 0 0 0 8838 0 1476 0 162157 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PREPARED BY THE ORGANIZATION'S 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 OR MORE OF 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 BY-LAWS, 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 IS THE ONLY EMPLOYEE WHO 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 COMUNICATED IN WRITING FROM THE BOARD CHAIR TO THE HUMAN RESOURCES DEPARTMENT. 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 MEDICAL PROVIDER CONSULTANTS: PROGRAM SERVICE EXPENSES 8,732,232. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,732,232. CONSULTANTS/PROFESSIONALS: PROGRAM SERVICE EXPENSES 3,994,744. MANAGEMENT AND GENERAL EXPENSES 114,459. FUNDRAISING EXPENSES 5,359. TOTAL EXPENSES 4,114,562.