Civic Intelligence

North Metro Pediatrics Pa

990 • Fiscal year 2018 • EIN 20-1773869

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 19, 2019

10081 Dogwood Street NW 100Coon Rapids, MN 55448

(763) 783-3722

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$237,375

Flat from 2018

Net Assets

Flat

$184,401

Flat from 2018

Liabilities

Flat

$52,974

Flat from 2018

Revenue And Expenses

Revenue

Flat

$640,212

Flat from 2018

Expenses

Flat

$585,897

Flat from 2018

Net Income

Flat

$54,315

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $304,402Liabilities 2010: $35,967Net Assets 2010: $268,4352010Assets 2011: $189,573Liabilities 2011: $63,873Net Assets 2011: $125,7002011Assets 2012: $465,936Liabilities 2012: $43,172Net Assets 2012: $422,7642012Assets 2013: $441,067Liabilities 2013: $26,398Net Assets 2013: $414,6692013Assets 2014: $258,455Liabilities 2014: $34,796Net Assets 2014: $223,6592014Assets 2015: $252,373Liabilities 2015: $38,286Net Assets 2015: $214,0872015Assets 2016: $218,971Liabilities 2016: $76,364Net Assets 2016: $142,6072016Assets 2017: $182,366Liabilities 2017: $52,280Net Assets 2017: $130,0862017Assets 2018: $237,375Liabilities 2018: $52,974Net Assets 2018: $184,4012018Assets 2018: $237,375Liabilities 2018: $52,974Net Assets 2018: $184,4012018

Highlighted filing

2018

Assets$237,375
Liabilities$52,974
Net Assets$184,401

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $420,613Expenses 2010: $370,051Net Income 2010: $50,5622010Revenue 2011: $379,346Expenses 2011: $522,082Net Income 2011: -$142,7362011Revenue 2012: $779,545Expenses 2012: $482,481Net Income 2012: $297,0642012Expenses 2013: $559,5322013Revenue 2014: $478,354Expenses 2014: $631,864Net Income 2014: -$153,5102014Revenue 2015: $565,276Expenses 2015: $575,048Net Income 2015: -$9,7722015Revenue 2016: $444,437Expenses 2016: $515,917Net Income 2016: -$71,4802016Revenue 2017: $553,937Expenses 2017: $566,458Net Income 2017: -$12,5212017Revenue 2018: $640,212Expenses 2018: $585,897Net Income 2018: $54,3152018Revenue 2018: $640,212Expenses 2018: $585,897Net Income 2018: $54,3152018

Highlighted filing

2018

Revenue$640,212
Expenses$585,897
Net Income$54,315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 19, 2019
Return Version
2017v2.3
Gross Receipts
$651,144
Mission and Program Overview

Mission

North metro pediatrics mission is to improve the health and well being of children in the north metro by providing affordable and accessible pediatric care focused on prevention.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$84,710$111,189▲ $26,479
Cash and Non-Interest-Bearing Accounts$1,501$56,975▲ $55,474
Land, Buildings, and Equipment, Net$74,502$44,467▼ $30,035
Accounts Receivable$15,735$15,736▲ $1
Savings and Temporary Cash Investments-$5,381-
Prepaid Expenses and Deferred Charges$3,919$1,628▼ $2,291
Total Assets$182,366$237,375▲ $55,009
Other Assets Total$1,999$1,999→ $0
Liabilities
Accounts Payable and Accrued Expenses$46,945$50,439▲ $3,494
Deferred Revenue$5,000--
Unsecured Notes Loans Payable$335$2,535▲ $2,200
Total Liabilities$52,280$52,974▲ $694
Net Assets / Fund Balance
Unrestricted Net Assets$111,412$154,401▲ $42,989
Temporarily Rstr Net Assets$18,674$30,000▲ $11,326
Total Net Assets Fund Balance$130,086$184,401▲ $54,315
Total Liabilities and Net Assets / Fund Balance$182,366$237,375▲ $55,009

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$42,579$221,222$263,801
Equipment$1,888$72,965$74,853
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeff LundgrenExecutive DiFT$72,695$72,695

Board Members and Trustees

NameTitle
Jeffrey GauthierChair
Keith JacksonBoard Member
Lori KratchmerBoard Member
Lynette PalmgrenBoard Member
Wendy JasperBoard Member
RENE' COULT-CALENDINESecretary
Jim TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,060
Program Service Revenue
$212,644
Investment Income
$3
Other Revenue
$5,505
All Other Contributions
$292,192
Change in Net Assets
$54,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$364,415
Other Expenses$214,465
Total Fundraising Expense$61,478
Professional Fundraising Fees$7,017
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$201,134$26,942$18,503$246,579
Current Officers, Directors, Trustees, and Key Employees$48,508$16,169$16,169$80,846
Occupancy$42,861$12,652$6,951$62,464
Fees for Services Other$21,849$8,503-$30,352
Depreciation Depletion$22,900$3,955$3,180$30,035
Payroll Taxes$17,181$5,071$2,786$25,038
Office Expenses$7,790$1,345$1,082$10,217
Fees for Services Accounting-$9,859-$9,859
Other Employee Benefits$5,492$1,181$649$7,322
Fees for Services Professional Fundraising--$7,017$7,017
Insurance$2,543$4,064-$6,607
All Other Expenses$3,729$1,211$199$5,139
Pension Plan Contributions$3,177$938$515$4,630
Advertising--$4,283$4,283
Interest-$3,639-$3,639
Other Expenses$2,989$3,132-$2,989
Information Technology$1,034$179$144$1,357
Conferences and Meetings-$500-$500
Total Functional Expenses$425,079$99,340$61,478$585,897
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,437
Fundraising Direct Expenses$10,932
Professional Fundraising Fees$7,017

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$24,000$13,195$1,234$11,961
Total Events$24,000$13,195$7,816$5,379
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board will be emailed the 990 and then will approve it at the following meeting before it is filed.

Form 990, Page 6, Part VI, Line 12C

Board members fill out a conflict of interest disclosure form annually, are notified to update their disclosure promptly if relevant circumstances change, and are asked verbally if any conflicts of interest exist at board meetings.

Form 990, Page 6, Part VI, Line 15A

The process includes (1) the review and approval by the board of directors or compensation committee of nmp; (2) the use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations; and (3) the preparation of contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangement.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
North Metro Pediatrics Pa
EIN
20-1773869
Phone
7637833722
Address
10081 DOGWOOD STREET NW 100, COON RAPIDS, MN 55448

Signing Officer

Name
Jeff Lundgren
Title
Executive Director
Phone
7637833722
Signed
2019-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Lundgren
Formed
2005
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
9

Preparer

Firm
Harrington Langer & Associates
Address
563 PHALEN BLVD, SAINT PAUL, MN 55130
Preparer
Greg Emmerich
Phone
6514811128
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Many of our patients are uninsured or privately insured facing monthly premiums as high as 800 and deductibles as high as 15,000 these patients would not be able to afford care at a regular clinic. We never turn any child away for lack of insurance or inability to pay for services. North metro pediatrics sees patients 5 days a week, as well as thursday evenings. North metro pediatrics' patient base is growing quickly, with approximately 20% of visits each month from new patients. North metro pediatrics sees approximately 130 patient visits a month. North metro pediatrics partners with apple tree dental to provide oral health services to our clients, 2 days per month. Nmp is the health consultant to the anoka-hennepin school district, and is a member of the northwest community health advisory council. Nmp is also in its seventh year of health care home certification from the state of minnesota.

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IRS990/Desc0WE ARE THE ONLY CLINIC IN ANOKA COUNTY THAT HAS A SLIDING-SCALE FEE BASED ON FEDERAL POVERTY LEVEL AND FAMILY-INCOME GUIDELINES, OFFERING AFFORDABLE AND ACCESSIBLE PEDIATRIC HEALTH CARE TO UNINSURED, UNDER-INSURED AND PRIVATELY INSURED PATIENTS. ALTHOUGH WE PRIMARILY SERVE UNINSURED AND UNDERINSURED FAMILIES (NEARLY 7O% OF OUR FAMILIES), WE ALSO ACCEPT ALL MAJOR INSURANCE PLANS. HOWEVER, A MAJORITY OF OUR PRIVATELY INSURED FAMILIES EARN TOO MUCH TO QUALIFY FOR MEDICAID BUT NOT ENOUGH TO COVER THE PREMIUMS AND HIGH DEDUCTIBLES THAT ARE OFTEN FOUND IN PRIVATE INSURANCE PLANS FOUND THROUGH THE STATE EXCHANGE. (SEE SCHEDULE O FOR ADDITIONAL INFORMATION) MANY OF OUR PATIENTS ARE UNINSURED OR PRIVATELY INSURED FACING MONTHLY PREMIUMS AS HIGH AS 800 AND DEDUCTIBLES AS HIGH AS 15,000 THESE PATIENTS WOULD NOT BE ABLE TO AFFORD CARE AT A REGULAR CLINIC. WE NEVER TURN ANY CHILD AWAY FOR LACK OF INSURANCE OR INABILITY TO PAY FOR SERVICES. NORTH METRO PEDIATRICS SEES PATIENTS 5 DAYS A WEEK, AS WELL AS THURSDAY EVENINGS. NORTH METRO PEDIATRICS' PATIENT BASE IS GROWING QUICKLY, WITH APPROXIMATELY 20% OF VISITS EACH MONTH FROM NEW PATIENTS. NORTH METRO PEDIATRICS SEES APPROXIMATELY 130 PATIENT VISITS A MONTH. NORTH METRO PEDIATRICS PARTNERS WITH APPLE TREE DENTAL TO PROVIDE ORAL HEALTH SERVICES TO OUR CLIENTS, 2 DAYS PER MONTH. NMP IS THE HEALTH CONSULTANT TO THE ANOKA-HENNEPIN SCHOOL DISTRICT, AND IS A MEMBER OF THE NORTHWEST COMMUNITY HEALTH ADVISORY COUNCIL. NMP IS ALSO IN ITS SEVENTH YEAR OF HEALTH CARE HOME CERTIFICATION FROM THE STATE OF MINNESOTA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANY OF OUR PATIENTS ARE UNINSURED OR PRIVATELY INSURED FACING MONTHLY PREMIUMS AS HIGH AS 800 AND DEDUCTIBLES AS HIGH AS 15,000 THESE PATIENTS WOULD NOT BE ABLE TO AFFORD CARE AT A REGULAR CLINIC. WE NEVER TURN ANY CHILD AWAY FOR LACK OF INSURANCE OR INABILITY TO PAY FOR SERVICES. NORTH METRO PEDIATRICS SEES PATIENTS 5 DAYS A WEEK, AS WELL AS THURSDAY EVENINGS. NORTH METRO PEDIATRICS' PATIENT BASE IS GROWING QUICKLY, WITH APPROXIMATELY 20% OF VISITS EACH MONTH FROM NEW PATIENTS. NORTH METRO PEDIATRICS SEES APPROXIMATELY 130 PATIENT VISITS A MONTH. NORTH METRO PEDIATRICS PARTNERS WITH APPLE TREE DENTAL TO PROVIDE ORAL HEALTH SERVICES TO OUR CLIENTS, 2 DAYS PER MONTH. NMP IS THE HEALTH CONSULTANT TO THE ANOKA-HENNEPIN SCHOOL DISTRICT, AND IS A MEMBER OF THE NORTHWEST COMMUNITY HEALTH ADVISORY COUNCIL. NMP IS ALSO IN ITS SEVENTH YEAR OF HEALTH CARE HOME CERTIFICATION FROM THE STATE OF MINNESOTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD WILL BE EMAILED THE 990 AND THEN WILL APPROVE IT AT THE FOLLOWING MEETING BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, ARE NOTIFIED TO UPDATE THEIR DISCLOSURE PROMPTLY IF RELEVANT CIRCUMSTANCES CHANGE, AND ARE ASKED VERBALLY IF ANY CONFLICTS OF INTEREST EXIST AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS INCLUDES (1) THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF NMP; (2) THE USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS; AND (3) THE PREPARATION OF CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0COON RAPIDS
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ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF LUNDGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07637833722
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH METRO PEDIATRICS PA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.63.33
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ReturnHeader/FilingSecurityInformation/IPTm007:29:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411532347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRINGTON LANGER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0563 PHALEN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN

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