PTSO OF WASHINGTON: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PTSO OF WASHINGTON (EIN 20-1082052)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349306819
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T18:34:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984024205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201082052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTSO OF WASHINGTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTSO | BusinessNameControlTxt |
| Phone | 2064542811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 FOURTH AVENUE NO 320 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY O LA CROIX | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2064542811 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY J SCHAUER | PreparerPersonNm |
| PTIN | P01326437 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROY O LA CROIX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 FOURTH AVENUE 320 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,631,669 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PTSOWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SEE FORM 990 PART III, QUESTION 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $718,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $529,102 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,103,452 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,102,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $110 | PYInvestmentIncomeAmt |
| CY Investment Income | $12 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,822,284 | PYTotalRevenueAmt |
| CY Total Revenue | $6,631,669 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,036,107 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,439,667 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $169,919 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $435,828 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,492,231 | PYOtherExpensesAmt |
| CY Other Expenses | $2,839,608 | CYOtherExpensesAmt |
| PY Total Expenses | $4,698,257 | PYTotalExpensesAmt |
| CY Total Expenses | $6,715,103 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $124,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$83,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,322,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,491,134 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $635,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $887,897 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,686,671 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,603,237 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PTSO OF WASHINGTON IS ESTABLISHED TO IMPROVE ACCESS AND THE LEVEL AND QUALITY OF HEALTHCARE FOR THE MEDICALLY UNDERSERVED THROUGH THE IMPROVEMENTS OF INFORMATION TECHNOLOGY SERVICES AVAILABLE TO COMMUNITY HEALTH CENTERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,734,931 | ExpenseAmt |
| Grant | $3,439,667 | GrantAmt |
| Revenue | $6,102,555 | RevenueAmt |
| Desc | CUSTOMIZED AND UPGRADED NEXTGEN EHR, EPM AND EDR APPLICATIONS TO MEET THE UNIQUE NEEDS OF OUR FQHC CUSTOMERS AND HELP THEM REALIZE AIU FUNDS. PREPARED FOR MEANINGFUL USE (MU STAGE1)THROUGH MULTIPLE SYSTEM UPGRADES AND COMMENCED WORK ON MU STAGE 2 AND ICD10 UPGRADES. CONTINUED FORUMS FOR BEST PRACTICES AND LESSONS LEARNED.HRSA HEALTH CENTER CONTROLLED NETWORKS - HCCN GRANT - PTSO, E NET,HCHN NETWORKS PROVIDING BEST PRACTICES, OPTIMIZATION AND TRAINING AROUND PATIENT CENTERED MEDICAL HOME, MEANINGFUL USE AND EHR IMPLEMENTATION AND ADOPTION. | Desc |
| Total Program Service Expenses | $5,734,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE E GRIFFIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064542818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 FOURTH AVENUE 320 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TOM TROMPETER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA MCVEIGH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE HASSING | ||||||||
| SECRETARY/ TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANITA MONOIAN | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATIE BELL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY MCCULLEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM MITROKA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE JOHNSON | ||||||||
| EX OFFICIO - NON-VOTING ME | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY O LA CROIX | ||||||||
| CEO | 40.00 | $163,782 | $42,068 | $23,462 | Yes (X) | |||
| JULIE COLIN | ||||||||
| CHIEF MEDICAL INFORMATION OFFICER | 40.00 | $161,570 | $70,510 | $8,367 | Yes (X) | |||
| SHELLEY YOUNGS | ||||||||
| DIRECTOR OF CLIENT SERVICES | 40.00 | $99,611 | $35,456 | $15,307 | Yes (X) | |||
| HENRY PIASKOWSKI | ||||||||
| DIRECTOR OF DEVELOPMENT & INTEGRATION | 40.00 | $97,559 | $34,094 | $18,884 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $522,522 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $182,128 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,020 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $529,102 | GovernmentGrantsAmt |
| Total Contributions | $529,102 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE REVENUE | Desc |
| Business | 518210 | BusinessCd |
| Total Revenue Column | $6,102,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,102,555 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,102,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12 | TotalRevenueColumnAmt |
| Exclusion | $12 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,631,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,102,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,439,667 | TotalAmt |
| Program Services | $3,439,667 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,828 | TotalAmt |
| Program Services | $423,525 | ProgramServicesAmt |
| Fundraising | $12,303 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,654 | TotalAmt |
| Program Services | $56,740 | ProgramServicesAmt |
| Management And General | $24,914 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,219 | TotalAmt |
| Management And General | $18,219 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,600 | TotalAmt |
| Management And General | $42,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,716 | TotalAmt |
| Program Services | $398,208 | ProgramServicesAmt |
| Management And General | $80,158 | ManagementAndGeneralAmt |
| Fundraising | $8,350 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,997 | TotalAmt |
| Management And General | $119,997 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,281 | TotalAmt |
| Program Services | $214,281 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,037 | TotalAmt |
| Program Services | $26,600 | ProgramServicesAmt |
| Management And General | $114,437 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,564 | TotalAmt |
| Program Services | $110,116 | ProgramServicesAmt |
| Management And General | $117,448 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,766 | TotalAmt |
| Program Services | $776,766 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,302 | TotalAmt |
| Management And General | $23,302 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SALARIES | $3,186,810 | $2,826,969 | $359,841 |
| MAINTENANCE - SOFTWARE/ | $880,339 | $880,339 | |
| TAXES | $58,603 | $58,603 | |
| SUPPLIES | $21,387 | $21,387 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$3,439,667 | TotalAmt |
| Program Services | -$3,439,667 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,715,103 | TotalAmt |
| Program Services | $5,734,931 | ProgramServicesAmt |
| Management And General | $959,519 | ManagementAndGeneralAmt |
| Fundraising | $20,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,100 | BOYAmt |
| EOY | $1,417,111 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,315 | BOYAmt |
| EOY | $54,102 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,254 | BOYAmt |
| EOY | $688,379 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,548 | BOYAmt |
| EOY | $201,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,995,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,877,201 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,788,501 | BOYAmt |
| EOY | $1,117,898 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,363 | BOYAmt |
| EOY | $12,395 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,322,081 | BOYAmt |
| EOY | $3,491,134 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,328 | BOYAmt |
| EOY | $230,187 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,312 | BOYAmt |
| EOY | $20,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,770 | BOYAmt |
| EOY | $637,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,410 | BOYAmt |
| EOY | $887,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,686,671 | BOYAmt |
| EOY | $2,603,237 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,686,671 | BOYAmt |
| EOY | $2,603,237 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,322,081 | BOYAmt |
| EOY | $3,491,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$83,434 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt |
|---|---|---|---|
| COUNTRY DOCTOR COMMUNITY HEALTH CENTERS | |||
| 237100868 | 7 | Yes (1) | $307,773 |
| FAMILY HEALTH CENTERS | |||
| 911275011 | 7 | Yes (1) | $312,260 |
| CHC OF KING COUNTY DBA HEALTHPOINT | |||
| 910884412 | 7 | Yes (1) | $1,202,235 |
| YAKIMA NEIGHBORHOOD HEALTH SERVICES | |||
| 910928817 | 7 | Yes (1) | $622,358 |
| NEIGHBORCARE HEALTH | |||
| 910893287 | 7 | Yes (1) | $995,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,439,667 | SupportSumAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,995,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,877,201 | DepreciationAmt |
| Book Value | $1,117,898 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,117,898 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO CHNW | $624 |
| MEMBER DEPOSITS | $417,733 |
| WAGES PAYABLE | $218,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $637,043 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,631,669 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,631,669 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,631,669 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,715,103 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,715,103 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,715,103 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION DID NOT ENGAGE IN AN ACTIVITY UNRELATED TO ITS TAX EXEMPT PURPOSE, ACCORDINGLY NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. IN ACCORDANCE WITH REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE ORGANIZATION HAS DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2013 AND 2012. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION UNDER SECTION 170(B)(1)(A)(VIII) AND HAS BEEN FURTHER CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COUNTRY DOCTOR CHC | ||||||||
| 500 19TH AVE EAST | SEATTLE | WA | 98112 | 237100868 | 501 C (3) | $307,773 | VARIOUS OPERATING SERVICES, DATA CENTER, SOFTWARE AND SUPPORT. | SUPPORTIVE ASSISTANCE |
| FAMILY HEALTH CENTERS IN OKANOGAN | ||||||||
| PO BOX 1340 | OKANOGAN | WA | 98840 | 911275011 | 501 C (3) | $312,260 | VARIOUS OPERATING SERVICES, DATA CENTER, SOFTWARE AND SUPPORT. | SUPPORTIVE ASSISTANCE |
| CHC OF KING COUNTY DBA HEALTHPOINT | ||||||||
| 955 POWELL AVE SE SUITE A | RENTON | WA | 98057 | 910884412 | 501 C (3) | $1,202,235 | VARIOUS OPERATING SERVICES, DATA CENTER, SOFTWARE AND SUPPORT. | SUPPORTIVE ASSISTANCE |
| YAKIMA NEIGHBORHOOD HEALTH SERVICES | ||||||||
| PO BOX 2605 | YAKIMA | WA | 98907 | 910928817 | 501 C (3) | $622,358 | VARIOUS OPERATING SERVICES, DATA CENTER, SOFTWARE AND SUPPORT. | SUPPORTIVE ASSISTANCE |
| NEIGHBORCARE HEALTH | ||||||||
| 905 SPRUCE STREET SUITE 300 | SEATTLE | WA | 98104 | 910893287 | 501 C (3) | $995,041 | VARIOUS OPERATING SERVICES, DATA CENTER, SOFTWARE AND SUPPORT. | SUPPORTIVE ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROY O LA CROIX | ||||||||||||||
| CEO | $148,742 | $40,491 | $15,040 | $0 | $0 | $1,577 | $0 | $0 | $19,303 | $4,159 | $183,085 | $46,227 | $0 | $0 |
| JULIE COLIN | ||||||||||||||
| CHIEF MEDICAL INFORMATION OFFICER | $160,024 | $66,626 | $1,526 | $3,814 | $20 | $70 | $0 | $0 | $4,041 | $4,326 | $165,611 | $74,836 | $0 | $0 |
| SHELLEY YOUNGS | ||||||||||||||
| DIRECTOR OF CLIENT SERVICES | $94,591 | $34,221 | $5,000 | $1,235 | $20 | $0 | $0 | $0 | $11,476 | $3,831 | $111,087 | $39,287 | $0 | $0 |
| HENRY PIASKOWSKI | ||||||||||||||
| DIRECTOR OF DEVELOPMENT & INTEGRATIO | $97,549 | $31,736 | $0 | $2,358 | $10 | $0 | $0 | $0 | $14,284 | $4,600 | $111,843 | $38,694 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J PART II LINE 1 | FormAndLineReferenceDesc |
| Explanation | DURING 2013, COMMUNITY HEALTH NETWORK OF WASHINGTON, A SUPPORTED ORGANIZATION, PAID PART OF THE SALARY OF ROY LACROIX, CEO OF PTSO OF WASHINGTON, JULIE COLIN, CHIEF MEDICAL INFORMATION OFFICER FOR PTSO OF WASHINGTON, SHELLEY YOUNGS, DIRECTOR OF CLIENT SERVICES FOR PTSO OF WASHINGTON AND HENRY PIASKOWSKI, DIRECTOR OF DEVELOPMENT & INTEGRATION FOR PTSO OF WASHINGTON. 4/1/13 PTSO TOOK ON ITS OWN PAYROLL FUNCTION AND HAS USED THE SAME METHODOLOGY OF COMPENSATION SURVEY, COMPENSATION CONSULTANT AND BOARD APPROVAL OF THE CEO COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT COPY OF THE PTSO TAX FORM 990 WILL BE SENT TO THE FINANCE COMMITTEE FOR REVIEW. AFTER REVIEW BY THE FINANCE COMMITTEE, THE PTSO TAX FORM 990 WILL GO TO THE PTSO BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12 | PTSO OF WASHINGTON DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, BUT ITS SUPPORTED ORGANIZATIONS HAVE THOSE POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15A | FOR PART OF THE YEAR THE CEO WAS COMPENSATED BY A RELATED ORGANIZATION. THIS RELATED ORGANIZATION USES THE FOLLOWING METHODS TO DETERMINE THE CEO'S COMPENSATION: APPROVAL BY THE BOARD, COMPENSATION STUDY/SURVEY, AND INDEPENDENT COMPENSATION CONSULTANT. 4/1/13 PTSO TOOK ON ITS OWN PAYROLL FUNCTION AND HAS USED THE SAME METHODOLOGY OF COMPENSATION SURVEY, COMPENSATION CONSULTANT AND BOARD APPROVAL OF THE CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PTSO FINANCE COMMITTE MAINTAINS OVERSIGHT OF THE PTSO FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY HEALTH PLAN OF WASHINGTON | |||||||||
| 720 OLIVE WAY STE 300 | SEATTLE | WA | 98101 | 911729710 | PROVIDE HEALTH CARE SERVICES INSURANCE COVERAGE TO WASHINGTON STATE PROGRAMS | WA | 501 C (4) | 0 | |
| COMMUNITY HEALTH NETWORK OF WASHINGTON | |||||||||
| 720 OLIVE WAY STE 300 | SEATTLE | WA | 98101 | 911577184 | PROMOTION OF ACCESSIBLE, AFFORDABLE AND QUALITY HEALTHCARE FOR WASHINGTON. | WA | 501 C (4) | 0 | |
| COUNTRY DOCTOR CHC | |||||||||
| 500 19TH AVE EAST | SEATTLE | WA | 98112 | 237100868 | FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER | WA | 501 C (3) | 0 | 170(B)(1)(A)(VI) |
| FAMILY HEALTH CENTERS IN OKANOGAN | |||||||||
| PO BOX 1340 | OKANOGAN | WA | 98840 | 911275011 | FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER | WA | 501 C (3) | 0 | 170(B)(1)(A)(VI) |
| CHC OF KING COUNTY DBA HEALTHPOINT | |||||||||
| 955 POWELL AVE SW SUITE A | RENTON | WA | 98057 | 910884412 | FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER | WA | 501 C (3) | 0 | 170(B)(1)(A)(III) |
| YAKIMA NEIGHBORHOOD HEALTH SERVICES | |||||||||
| PO BOX 2605 | YAKIMA | WA | 98907 | 910928817 | FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER | WA | 501 C (3) | 0 | 170(B)(1)(A)(VI) |
| NEIGHBORCARE HEALTH | |||||||||
| 905 SPRUCCE STREET SUITE 300 | SEATTLE | WA | 98104 | 910893287 | FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER | WA | 501 C (3) | 0 | 170(B)(1)(A)(III) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COMMUNITY HEALTH NETWORK OF WASHINGTON | ||
| I | $10,414 | FMV |
| COMMUNITY HEALTH NETWORK OF WASHINGTON | ||
| R | $7,488 | FMV |
| COMMUNITY HEALTH NETWORK OF WASHINGTON | ||
| O | $591,383 | FMV |
Comments