2019-12-13T12:56:19-06:00 2019-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-07-01 521847976 PRIMARY CARE COALITION OF MONTGOMERY COUNTY MARYLAND INC PRIM 3016283405 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 LESLIE GRAHAM PRESIDENT & CEO 3016283405 2019-12-13 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2019-12-13 13:56:12 ES P 8A04992F9AA5330EDB38CCF362EE047B41C21F8B EF960CB6235E67D236768708300BD2CC7ECC8D17 2018 2020-04-17 16:48:07Z LESLIE GRAHAM 8757 GEORGIA AVENUE 10TH FL SILVER SPRING MD 209103741 19952636 0 X WWW.PRIMARYCARECOALITION.ORG X 1993 MD SEE PART III, LINE 1. 15 14 98 16 0 56075 255098 14513107 19347943 5373081 1326 3774 2986 62674 19607353 19952636 0 3291621 0 0 5898648 5737726 0 0 0 13805221 10934748 19703869 19964095 -96516 -11459 4533642 4899287 2502173 2879277 2031469 2020010 X THE PRIMARY CARE COALITION IS A 501(C)(3) ORGANIZATION THAT ENVISIONS A VIBRANT COMMUNITY THAT SUPPORTS ALL PEOPLE IN ACHIEVING HEALTHY LIVES. OUR MISSION IS TO IMPROVE THE HEALTH OF VULNERABLE INDIVIDUALS AND FAMILIES BY BUILDING PARTNERSHIPS AND STRENGTHENING SYSTEMS. 0 0 10563046 132804 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 2019, MORE THAN 26,400 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 10 INDEPENDENT SAFETY-NET PRIMARY CARE CLINICS, 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 PROVIDERS WHO SHARE A COMMON MISSION AND WORK COLLECTIVELY TO PROVIDE HIGH-QUALITY, EFFICIENT, ACCESSIBLE, AND EQUITABLE HEALTH SERVICES TO LOW-INCOME, UNINSURED ADULTS IN MONTGOMERY COUNTY. 4838667 3291621 5240277 NEXUS MONTGOMERY IS A HOSPITAL-LED COLLABORATIVE THAT AIMS TO REDUCE AVOIDABLE OR UNNECESSARY HOSPITAL USE (INCLUDING READMISSIONS) BY CONNECTING PEOPLE TO TIMELY AND APPROPRIATE COMMUNITY-BASED CARE AND SUPPORT SERVICES. THE PRIMARY CARE COALITION HAS SERVED AS THE MANAGEMENT ENTITY FOR NEXUS MONTGOMERY SINCE ITS INCEPTION IN 2015, PROVIDING ORGANIZATIONAL INFRASTRUCTURE, STAFFING, DATA ANALYTICS AND EVALUATION. WITH OUR 25-YEAR HISTORY OF WORKING IN THE COMMUNITY, THE PRIMARY CARE COALITION HAS BROKERED RELATIONSHIPS AMONG HOSPITALS AND COMMUNITY ORGANIZATIONS SERVING SENIOR CITIZENS, RESIDENTS WITHOUT HEALTH INSURANCE, AND THOSE NEEDING MENTAL HEALTH TREATMENT. 1018641 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 2019, NEARLY 5,500 CHILDREN RECEIVED 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. 2137248 THE PRIMARY CARE COALITION WORKS ON MANY LEVELS TO INCREASE ACCESS TO HEALTH CARE AND IMPROVE THE HEALTH AND LIVES OF LOW-INCOME, CULTURALLY DIVERSE MEMBERS OF OUR COMMUNITY. WE CONNECT PEOPLE TO SERVICES. WE SUPPORT HEALTH CARE PROVIDERS WITH TECHNICAL ASSISTANCE IN AREAS INCLUDING QUALITY ASSURANCE, INFORMATICS AND HEALTH IT 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. WITHOUT PCC'S WORK, ACCESS TO CARE IS LIMITED, UNCOORDINATED, AND BURDENSOME FOR THOSE WHO ARE MOST IN NEED OF CARE AND SUPPORT. IN ADDITION TO OUR CORE PROGRAMS THE PCC OPERATES SEVERAL EMERGING INITIATIVES DESIGNED TO IMPROVE SYSTEMS OF CARE FOR VULNERABLE RESIDENTS: - FOOD IS MEDICINE IS A PROGRAM THAT CREATES A PATHWAY BETWEEN HEALTH CARE SERVICES AND FOOD ASSISTANCE PROGRAMS. FACILITATING RELIABLE ACCESS TO HEALTHFUL FOOD IS IMPROVING HEALTH OUTCOMES FOR PEOPLE IDENTIFIED BEING FOOD INSECURE AND HAVING DIABETES OR PRE-DIABETES. - BUSINESS MODEL TRANSFORMATION INITIATIVE PROVIDED TECHNICAL ASSISTANCE TO SAFETY NET CLINICS TO FINE-TUNE THEIR BUSINESS MODELS BECAUSE THE HEALTH SAFETY-NET SYSTEM IS ONLY AS STRONG AS THE MEDICAL PRACTICES THAT PARTICIPATE IN IT. - 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 CONNECTION-THE STATE-BASED INSURANCE MARKETPLACE. 2137248 18557602 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 0 0 0 1 71 0 1 98 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 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 LIBERMAN CHAIR 1.00 X X 0 0 0 JONATHAN BLUM 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 X 0 0 0 RON BIALEK MEMBER 1.00 X 0 0 0 JULIA DOHERTY MEMBER 1.00 X 0 0 0 CAROL W GARVEY MEMBER 1.00 X 0 0 0 LING CHIN MEMBER 1.00 X 0 0 0 MANSFIELD KASEY KASEMAN MEMBER 1.00 X 0 0 0 TRISTRAM KRUGER MEMBER 1.00 X 0 0 0 PIERRE-MARIE LONGKENG MEMBER 1.00 X 0 0 0 WILBUR MALLOY MEMBER 1.00 X 0 0 0 JENNIFER RODRIGUEZ MEMBER 1.00 X 0 0 0 DONNA PERRY MEMBER 1.00 X 0 0 0 LESLIE GRAHAM PRESIDENT & CEO 40.00 X X 184338 0 24321 JEFFREY GOLDMAN VP POPULATION HEALTH 40.00 X 154412 0 24524 338750 0 48845 2 0 1 0 HOLY CROSS HOSPITAL HEALTH CENTER 1500 FOREST GLEN ROAD SILVER SPRING MD 20910 CLINICAL SERVICES 1356836 MOBILE MEDICAL CARE 9309 OLD GEORGETOWN ROAD BETHESDA MD 20814 MEDICAL/CLINICAL ENCOUNTERS 874935 PROYECTO SALUD 11002 VIERS MILL ROAD 700 SILVER SPRING MD 20902 MEDICAL/CLINICAL ENCOUNTERS 867495 PHARMEDIX 3281 WHIPPLE ROAD UNION CITY CA 94587 PHARMACEUTICAL DISTRIBUTOR 699298 CATHOLIC CHARITIES DC 924 G STREET NW WASHINGTON DC 20001 MEDICAL/CLINICAL ENCOUNTERS 688732 18 14255987 257120 14513107 HOSPITAL CONTRACTS 900999 5240277 5240277 RECORDS MAINTENANCE FEES 900999 132804 132804 5373081 3774 3774 OTHER REVENUE 900999 62674 62674 62674 19952636 5373081 0 66448 X 3291621 3291621 361602 141481 220121 4197582 3684608 512974 99290 88069 11221 738437 616280 122157 340815 278844 61971 8297 967 7330 47000 47000 282 282 9958006 9827670 130336 14836 13472 1364 271125 224157 46968 16696 3535 13161 359082 276274 82808 34399 32604 1795 30530 11496 19034 12765 12765 27463 27463 TRAINING 43340 26777 16563 EQUIPMENT & MAINTENANCE 24746 300 24446 PAYROLL PROCESSING FEES 19104 15630 3474 RECRUITING 16487 9470 7017 50590 14347 36243 19964095 18557602 1406493 0 531821 608676 344879 289214 199916 87196 3395105 3875295 45204 34954 62328 58376 16717 3952 4533642 4899287 2148269 2879277 353904 0 2502173 2879277 X 1393850 1622724 618734 397286 18885 0 2031469 2020010 4533642 4899287 -11459 0 X 0 1 X 1 0 X 14108009 15168596 15350453 14740241 14513107 73880406 14108009 15168596 15350453 14740241 14513107 73880406 73880406 14068 1397 814 1326 3774 21379 12168 2986 62674 77828 73979613 14058168 0.99870 0.58040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 1800 0 0 1800 0 PART II-B, LINE 1: THE PCC DIRECTOR OF ORGANIZATIONAL STRATEGY IS A REGISTERED LOBBYIST WHO MEETS WITH MEMBERS OF THE MONTGOMERY COUNTY COUNCIL TO DISCUSS BUDGET AND POLICY MATTERS RELEVANT TO THE PROGRAMS ADMINISTERED BY PCC. THIS STAFF PERSON ALSO COORDINATES WITH PCC'S ALL VOLUNTEER BOARD OF DIRECTORS WHO ALSO MEET WITH MEMBERS OF THE COUNTY COUNCIL. 18885 18885 18885 18885 0.00000 0.00000 0.00000 7500 6458 1042 25736 25736 0 29092 26182 2910 3952 X 21281436 1328800 1328800 19952636 0 19952636 21292895 1328800 1328800 19964095 0 19964095 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, THE COALITION HAS DOCUMENTED ITS 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 FINANCIAL STATEMENTS. 1 JEWISH SOCIAL SERVICE AGENCY 200 WOOD HILL ROAD ROCKVILLE MD 20850 530196598 501(C)(3) 336459 NEXUS MONTGOMERY COORDINATING CENTER FOR HOME AND COMMUNITY CARE INC 8531 VETERANS HWY 3RD FLOOR MILLERSVILLE MD 21108 521318341 501(C)(3) 2210897 NEXUS MONTGOMERY SMARTLIVING 360 201 WEST 5TH STREET 11TH FLOOR AUSTIN TX 78701 454187848 N/A 42270 NEXUS MONTGOMERY VESTA INC 9301 ANNAPOLIS ROAD LANHAM MD 20706 521275072 501(C)(3) 25200 NEXUS MONTGOMERY CORNERSTONE MONTGOMERY INC 2 TAFT COURT 200 ROCKVILLE MD 20850 520937199 501(C)(3) 45987 NEXUS MONTGOMERY WAY STATION INC PO BOX 3826 FREDERICK MD 21705 521162749 501(C)(3) 630808 NEXUS MONTGOMERY 5 1 X X X X 0 0 0 0 0 0 0 0 0 LESLIE GRAHAM PRESIDENT & CEO 184338 0 0 0 0 0 5874 0 18447 0 208659 0 0 0 JEFFREY GOLDMAN VP POPULATION HEALTH 154412 0 0 0 0 0 3317 0 21207 0 178936 0 0 0 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 JULY 2019. 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 8,474,201. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,474,201. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 286,504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 286,504. CONSULTANTS: PROGRAM SERVICE EXPENSES 1,066,965. MANAGEMENT AND GENERAL EXPENSES 130,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,197,301.