2026-05-14T10:09:52-05:00 2025-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-07-01 521847976 PRIMARY CARE COALITION OF MONTGOMERY COUNTY MARYLAND INC PRIM 3016283405 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 ANNICE CODY PRESIDENT & CEO 3016283405 2026-05-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z LESLIE GRAHAM 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 25897430 0 X WWW.PRIMARYCARECOALITION.ORG X 1993 MD SEE PART III, LINE 1. 20 19 71 21 0 0 25099305 24330252 760287 791187 90910 68651 0 21407 25950502 25211497 16188705 16231609 0 0 6936403 7276243 0 0 0 2554866 1966904 25679974 25474756 270528 -263259 9796766 9706202 5025714 5198409 4771052 4507793 X THE PRIMARY CARE COALITION IS A 501(C)(3) THAT ENVISIONS A VIBRANT COMMUNITY THAT SUPPORTS ALL PEOPLE IN ACHIEVING HEALTHY LIVES. OUR MISSION IS TO IMPROVE THE HEALTH OF VULNERABLE PEOPLE AND FAMILIES BY BUILDING PARTNERSHIPS AND STRENGTHENING SYSTEMS. 0 0 13615670 10355723 113924 MONTGOMERY CARES PROVIDES HEALTH CARE TO ADULTS WHO LIVE IN MONTGOMERY COUNTY, MARYLAND AND HAVE INCOMES BELOW 250% OF THE FEDERAL POVERTY LEVEL. IN FISCAL YEAR 2025, 24,800 PATIENTS RECEIVED SERVICES THROUGH MONTGOMERY CARES, INCLUDING PRIMARY AND PREVENTIVE HEALTH VISITS, BEHAVIORAL HEALTH SERVICES, REFERRALS FOR SPECIALTY CARE, AND ACCESS TO MEDICATIONS. MONTGOMERY CARES IS A PUBLIC-PRIVATE PARTNERSHIP COMPOSED OF INDEPENDENT SAFETY-NET PRIMARY CARE ORGANIZATIONS, SIX HOSPITALS, THE MONTGOMERY COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE PRIMARY CARE COALITION, AS WELL AS VOLUNTEER HEALTH PRACTITIONERS AND OTHER COMMUNITY-BASED ORGANIZATIONS. THE PRIMARY CARE COALITION ADMINISTERS MONTGOMERY CARES AND IS RESPONSIBLE FOR COORDINATING THE SERVICES OF THE PARTICIPATING HEALTH CARE PARTNERS TO PROVIDE HIGH-QUALITY, EFFICIENT, ACCESSIBLE, AND EQUITABLE HEALTH SERVICES TO LOW-INCOME, UNINSURED ADULTS IN MONTGOMERY COUNTY. 1673104 1606023 0 LATINO HEALTH INITIATIVE: POR NUESTRA SALUD Y BIENESTAR (LHI-PNSB) BEGAN IN FISCAL YEAR 2021 IN RESPONSE TO THE INEQUITIES MANY LATINOS FACED IN MONTGOMERY COUNTY WITH COVID-19, INCLUDING HAVING ESSENTIAL JOBS, HIGHER POVERTY RATES, LACK OF HEALTH INSURANCE, AND A GREATER INCIDENCE OF PREEXISTING HEALTH CONDITIONS LIKE DIABETES. PCC ADMINISTERED THIS MULTI-PARTNER HEALTH EQUITY PROGRAM FOR THE HISPANIC/ LATINO COMMUNITY ON BEHALF OF THE MONTGOMERY COUNTY LATINO HEALTH INITIATIVE. THE PROGRAM IS EXPECTED TO SUNSET IN FY26. 1630623 887840 0 CARE FOR KIDS PROVIDES AFFORDABLE PRIMARY, SPECIALTY, BEHAVIORAL HEALTH, AND DENTAL CARE FOR CHILDREN OF LOW-INCOME FAMILIES IN MONTGOMERY COUNTY WHO ARE NOT ELIGIBLE FOR OTHER STATE OR FEDERAL HEALTH PROGRAMS. IN FISCAL YEAR 2025, 10,062 CHILDREN PARTICIPATED IN THE PROGRRAM, WHICH PROVIDES ACCESS TO SERVICES RANGING FROM WELL CHILD VISITS TO CASE MANAGEMENT FOR CHILDREN WITH COMPLEX MEDICAL NEEDS. CARE FOR KIDS 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. 626278 3280 677263 NEXUS MONTGOMERY IS A COLLABORATION AMONG MONTGOMERY COUNTY, MARYLAND'S SIX HOSPITALS AND COMMUNITY PARTNERS TO PROMOTE HEALTH, REDUCE HOSPITAL UTILIZATION AND MANAGE TOTAL COST OF CARE FOR THE SHARED COMMUNITY IN WAYS THAT NO SINGLE HOSPITAL COULD ACHIEVE ON ITS OWN. THE PRIMARY CARE COALITION HAS SERVED AS THE MANAGEMENT ENTITY FOR NEXUS MONTGOMERY SINCE ITS INCEPTION IN 2015, PROVIDING ORGANIZATIONAL INFRASTRUCTURE, STAFFING, DATA ANALYTICS, EVALUATION AND PROGRAM IMPLEMENTATION. PROGRAMS INCLUDE:-SNF ALLIANCE: A LEARNING COLLABORATIVE WITH THE HOSPITALS AND 30+ SKILLED NURSING FACILITIES (SNFS) TO IMPROVE SNF CAPACITY FOR QUALITY CARE, REDUCE READMISSIONS TO HOSPITALS, AND DECREASE TOTAL COST OF CARE.-BEHAVIORAL HEALTH CRISIS SYSTEMS: BUILD COMMUNITY CAPACITY (CRISIS BEDS, MEDICAL RESPITE CARE PROGRAM FOR HOMELESS), AND FACILITATE COLLABORATIVE EFFORTS TO SET STRATEGY AND IMPROVE PROCESSES ACROSS ENTITIES FOR ENHANCED BEHAVIORAL HEALTH CRISIS RESPONSE. 664849 THE WORKFORCE CAPACITY (WFC) PROGRAM, SUPPORTS LOW-INCOME RESIDENTS, PARTICULARLY IMMIGRANTS AND PEOPLE OF COLOR, BY PROVIDING EMPLOYMENT AND TRAINING OPPORTUNITIES FOR HEALTHCARE CAREERS. THROUGH THIS INITIATIVE PCC HAS SUPPORTED TRAINING IN CERTIFIED NURSING ASSISTANT/GERIATRIC NURSING ASSISTANT, PHLEBOTOMY, PHARMACY AND CERTIFIED MEDICATION TECHNICIAN EDUCATIONAL PROGRAMS. THE PROGRAM HAS FORGED STRONG RELATIONSHIPS WITH LOCAL HEALTHCARE FACILITIES TO SECURE MENTORSHIP AND EMPLOYMENT PLACEMENTS, FACILITATING SMOOTH TRANSITIONS INTO THE WORKFORCE. THE PROGRAM OFFERS COMPREHENSIVE SUPPORT SERVICES, INCLUDING RESUME WRITING, INTERVIEW PREPARATION, AND CAREER COUNSELING TO PREPARE PARTICIPANTS FOR ENTRY-LEVEL JOBS AND FUTURE CAREER PATHWAYS. 4382885 3378743 OTHER PROGRAMS AND SERVICES THE PRIMARY CARE COALITION WORKS ON MANY LEVELS TO INCREASE ACCESS TO HEALTH CARE AND IMPROVE THE HEALTH AND LIVES OF OUR NEIGHBORS WHO ARE EXPERIENCING VULNERABILITY. WE CONNECT PEOPLE TO SERVICES. WE SUPPORT HEALTH CARE PROVIDERS WITH TECHNICAL ASSISTANCE IN AREAS INCLUDING QUALITY ASSURANCE, DATA ANALYSIS AND HEALTH INFORMATICS, AND PROCESS IMPROVEMENT. WE BUILD SYSTEMS BY ENGAGING DIVERSE STAKEHOLDERS TO DISCUSS SHARED CHALLENGES AND DEVELOP SYSTEMS OF CARE THAT MEET THE NEEDS OF OUR COMMUNITY. EXAMPLES OF ADDITIONAL PCC PROGRAMS DESIGNED TO IMPROVE SYSTEMS OF CARE FOR VULNERABLE RESIDENTS:-CONNECTING TO HEALTH COVERAGE. THE PRIMARY CARE COALITION SERVES AS THE PERFORMANCE MANAGER FOR THE CAPITAL SOUTH REGION CONNECTOR PROGRAM, WHICH ASSISTS PRINCE GEORGE'S COUNTY RESIDENTS IN ENROLLING IN MEDICAID AND PRIVATE HEALTH INSURANCE COVERAGE THROUGH THE MARYLAND HEALTH CONNECTIONTHE STATE-BASED INSURANCE MARKETPLACE. 5674012 3382023 677263 22593409 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 71 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X ANNICE CODY 3016283405 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 LESLIE GRAHAM PRESIDENT & CEO 40.00 X X 251010 0 22112 KEVIN SEXTON CHAIR 1.00 X X 0 0 0 STEVEN RAETZMAN VICE CHAIR 1.00 X X 0 0 0 KRISTEN HAALBOOM SECRETARY 1.00 X X 0 0 0 RAVI MELWANI TREASURER 1.00 X X 0 0 0 RON BIALEK MEMBER 1.00 X 0 0 0 RICHARD BOHRER MEMBER 1.00 X 0 0 0 LING CHIN MEMBER 1.00 X 0 0 0 JACY D'AIUTOLO MEMBER 1.00 X 0 0 0 JULIA DOHERTY MEMBER 1.00 X 0 0 0 ANA MARIA ESPINOZA MEMBER 1.00 X 0 0 0 VAHE HOVIAN MEMBER 1.00 X 0 0 0 TRISTRAM KRUGER MEMBER 1.00 X 0 0 0 NISHITH MAJMUDAR MEMBER 1.00 X 0 0 0 DONNA PERRY MEMBER 1.00 X 0 0 0 SHAWN D BARTLEY MEMBER 1.00 X 0 0 0 RUTH ENID ZAMBRANA MEMBER 1.00 X 0 0 0 KEON STEVENSON MEMBER 1.00 X 0 0 0 JESSICA WILSON MEMBER 0.50 X 0 0 0 HELAINE RESNICK MEMBER 0.50 X 0 0 0 MINDY PIERCE SR. DIR., CTR FOR HEALTH IMPROVEMENT 40.00 X 158248 0 7040 VERONICA VELA SR. DIR. OF HEALTHCARE ACCESS 40.00 X 153368 0 21092 HILLERY TSUMBA CHIEF OPERATING OFFICER 40.00 X 149963 0 41784 ELLEN GREENBERG DIRECTOR OF WORKFORCE CAPACITY 40.00 X 115840 0 6316 FAREED MOHAMMAD ANJUM DIRECTOR, DATA AND INFORMATICS 40.00 X 106637 0 35006 935066 0 133350 11 0 1 0 DURAN DESIGN LLC 4858 66TH AVE HYATTSVILLE MD 20784 GRAPHIC DESIGN SERVICES 236100 GRF CPAS & ADVISORS 4550 MONTGOMERY AVE 650 NORTH BETHESDA MD 20814 AUDIT & TAX PREPARATION SVCS. 180664 SC & H GROUP INC 910 RIDGEBROOK RD SPARKS MD 21152 ACCT. SVCS./NEW SOFTWARE 167454 BETHANY SANDERS FLAT 8 69 WOODSTOCK ROAD OXFORD UK OX2 6EY PROGRAM CONSULTANT 153042 TECH IMPACT PO BOX 825375 PHILADELPHIA PA 191825375 TECHNICAL SUPPORT 140499 6 23692895 637357 24330252 HOSPITAL CONTRACTS 900099 677263 677263 SERVICE INCOME 900099 113924 113924 791187 26909 26909 727675 685933 41742 41742 41742 OTHER REVENUE 900099 21407 21407 21407 25211497 791187 0 90058 16219853 16219853 11756 11756 276489 276489 5395246 4237425 1157821 180794 143234 37560 990055 725054 265001 433659 315625 118034 28025 25227 2798 106376 106376 128 115 13 4618 4618 1026537 555062 471475 158001 128141 29860 92286 22987 69299 218188 80546 137642 14767 5109 9658 24619 8518 16101 12154 12154 42499 42499 EQUIPMENT & MAINTENANCE 66947 58036 8911 RECRUITING 60414 9833 50581 TRAINING / PROF. DEV. 47465 16423 31042 LICENSES/MEMBERSHIPS 25922 10535 15387 37958 19930 18028 25474756 22593409 2881347 0 2887945 962169 275951 44241 1200544 1419698 3054539 5496827 56122 28461 149877 81324 28606 68553 1011550 580508 1281509 1105745 9796766 9706202 3869356 4088047 12999 1156358 1097363 5025714 5198409 X 4250774 3754736 520278 753057 4771052 4507793 9796766 9706202 -263259 0 X 0 1 X 1 1 1 X 28111952 28806105 20726352 25099305 24330252 127073966 28111952 28806105 20726352 25099305 24330252 127073966 127073966 1616 463 8006 31329 26909 68323 21407 21407 127163696 6209622 0.99930 0.99960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RELATED TO COVID FAMILY TAX CREDIT - 2024 AMOUNT: $ 21,407. 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EDUCATION FOUNDATION INC 8028 RITCHIE HWY SUITE 118 PASADENA MD 21122 815183836 501(C)(3) 5400 0 LHI- PUESTRA NUESTRA SALUD WAINBARG MONICA 3835 9TH ST APT406E ARLINGTON VA 22203 N/A 5200 0 LHI- PUESTRA NUESTRA SALUD VU TRAN DDS PC 11243 LOCKWOOD DRIVE SILVER SPRING MD 20901 753170166 N/A 5194 0 CARE FOR KIDS 44 62 HEALTHCARE WORKFORCE DEVELOPMENT STIPENDS 4 11756 PART I, LINE 2: THE PRIMARY CARE COALITION ASSIGNS A PROGRAM MANAGER TO MONITOR AND COLLABORATE WITH THE RECIPIENT ORGANIZATION. THAT PROGRAM MANAGER MEETS REGULARLY WITH THE RECIPIENT ORGANIZATION'S PROGRAM MANAGEMENT, REVIEWS THE REPORTS ON PROGRESS AND EXPENDITURES, AND JOINTLY PROBLEM SOLVES WITH THE RECIPIENT ORGANIZATION TO ENSURE THE PROGRAM GOALS ARE TIMELY MET. X X X X X 0 0 0 0 0 0 0 1 0 LESLIE GRAHAM PRESIDENT & CEO 235492 0 15518 0 0 0 0 0 22112 0 273122 0 0 0 HILLERY TSUMBA CHIEF OPERATING OFFICER 149963 0 0 0 0 0 0 0 41784 0 191747 0 0 0 VERONICA VELA SR. DIR. OF HEALTHCARE ACCESS 153368 0 0 0 0 0 0 0 21092 0 174460 0 0 0 MINDY PIERCE SR. DIR., CTR FOR HEALTH IMPROVEMENT 158248 0 0 0 0 0 0 0 7040 0 165288 0 0 0 PART I, LINE 7 LESLIE GRAHAM RECEIVED A MERIT-BASED BONUS PAYMENT OF $15,518. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATIONS 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 OF MORE 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 BYLAWS, 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'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 COMMUNICATED IN WRITING FROM THE BOARD CHAIR TO THE HUMAN RESOURCES DEPARTMENT. THE LAST COMPENSATION REVIEW FOR THE CEO TOOK PLACE IN DECEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 PRIMARY CARE COALITION MAKES THESE DOCUMENTS AVAILABLE EITHER ON THEIR WEBSITE OR UPON REQUEST.