Civic Intelligence

First Choice Primary Care Inc.

990 • Fiscal year 2018 • EIN 20-4391090

May 01, 2017 to Apr 30, 2018 • Filed on Jul 11, 2018

PO Box 4363Macon, GA 31208-4363

(478) 787-4266

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.24x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.09x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$196,129

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,428,685

Up $254,429 (+12%) from 2017

Net Assets

Up

$1,846,636

Up $123,834 (+7.2%) from 2017

Liabilities

Up

$582,049

Up $130,595 (+29%) from 2017

Revenue

Up

$6,647,711

Up $1,176,159 (+21%) from 2017

Expenses

Up

$6,523,876

Up $1,003,673 (+18%) from 2017

Net Income

Up

$123,835

Up $172,486 (+355%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $897,749Liabilities 2011: $196,876Net Assets 2011: $700,8732011Assets 2012: $1,016,718Liabilities 2012: $263,177Net Assets 2012: $753,5412012Assets 2013: $1,027,191Liabilities 2013: $193,666Net Assets 2013: $833,5252013Assets 2014: $1,280,612Liabilities 2014: $354,656Net Assets 2014: $925,9562014Assets 2015: $1,539,472Liabilities 2015: $417,074Net Assets 2015: $1,122,3982015Assets 2016: $2,285,106Liabilities 2016: $513,653Net Assets 2016: $1,771,4532016Assets 2017: $2,174,256Liabilities 2017: $451,454Net Assets 2017: $1,722,8022017Assets 2018: $2,428,685Liabilities 2018: $582,049Net Assets 2018: $1,846,6362018Assets 2019: $4,409,372Liabilities 2019: $2,192,432Net Assets 2019: $2,216,9402019Assets 2020: $7,454,140Liabilities 2020: $3,996,481Net Assets 2020: $3,457,6592020Assets 2021: $7,702,389Liabilities 2021: $3,014,568Net Assets 2021: $4,687,8212021Assets 2022: $8,972,089Liabilities 2022: $3,090,185Net Assets 2022: $5,881,9042022Assets 2023: $8,849,092Liabilities 2023: $3,287,594Net Assets 2023: $5,561,4982023Assets 2024: $8,745,364Liabilities 2024: $4,027,195Net Assets 2024: $4,718,1692024Assets 2025: $10,410,679Liabilities 2025: $5,666,769Net Assets 2025: $4,743,9102025

Highlighted filing

2018

Assets$2,428,685
Liabilities$582,049
Net Assets$1,846,636

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,867,9082011Expenses 2012: $1,588,9102012Expenses 2013: $1,743,4122013Revenue 2014: $2,342,819Expenses 2014: $2,250,388Net Income 2014: $92,4312014Revenue 2015: $3,033,173Expenses 2015: $2,836,731Net Income 2015: $196,4422015Revenue 2016: $4,722,990Expenses 2016: $4,073,935Net Income 2016: $649,0552016Revenue 2017: $5,471,552Expenses 2017: $5,520,203Net Income 2017: -$48,6512017Revenue 2018: $6,647,711Expenses 2018: $6,523,876Net Income 2018: $123,8352018Revenue 2019: $7,345,459Expenses 2019: $6,975,155Net Income 2019: $370,3042019Revenue 2020: $9,246,167Expenses 2020: $8,075,115Net Income 2020: $1,171,0522020Revenue 2021: $11,019,367Expenses 2021: $9,740,269Net Income 2021: $1,279,0982021Revenue 2022: $11,570,463Expenses 2022: $10,624,401Net Income 2022: $946,0622022Revenue 2023: $11,685,315Expenses 2023: $12,005,721Net Income 2023: -$320,4062023Revenue 2024: $12,712,693Expenses 2024: $13,556,022Net Income 2024: -$843,3292024Revenue 2025: $15,137,256Expenses 2025: $15,071,515Net Income 2025: $65,7412025

Highlighted filing

2018

Revenue$6,647,711
Expenses$6,523,876
Net Income$123,835
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jul 11, 2018
Return Version
2017v2.2
Gross Receipts
$6,647,711
Mission and Program Overview

Mission

The organization provides health care to individuals regardless of their ability to pay. This is a direct fufillment of their tax exempt purpose.

The organization provides health care to individuals regardless of their ability to pay. This is a direct fulfillment of their tax exempt purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,515,007$1,414,423▼ $100,584
Accounts Receivable$425,584$524,826▲ $99,242
Savings and Temporary Cash Investments$177,886$421,047▲ $243,161
Prepaid Expenses and Deferred Charges$51,306$64,523▲ $13,217
Cash and Non-Interest-Bearing Accounts$4,473$3,866▼ $607
Total Assets$2,174,256$2,428,685▲ $254,429
Liabilities
Accounts Payable and Accrued Expenses$313,964$412,039▲ $98,075
Mortgage Notes Payable Secured by Investment Property$120,786$105,510▼ $15,276
Other Liabilities-$52,000-
Deferred Revenue$16,704$12,500▼ $4,204
Total Liabilities$451,454$582,049▲ $130,595
Net Assets / Fund Balance
Unrestricted Net Assets$1,722,802$1,846,636▲ $123,834
Total Net Assets Fund Balance$1,722,802$1,846,636▲ $123,834
Total Liabilities and Net Assets / Fund Balance$2,174,256$2,428,685▲ $254,429

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,033,276$172,776-
Land$23,508--
Equipment$357,639$471,716-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy Graves--$166,943$29,187$196,130
Timothy GravesMedical DirectorFT$166,943$29,186$196,129
Robb FultonPhysicianFT$187,093$7,612$194,705
Robb Fulton--$187,093$7,612$194,705
Kameisha Williams-thomasPhysicianFT$179,414$12,834$192,248
Kameisha Williams-thomas--$179,414$12,834$192,248
William BrooksPhysicianFT$161,371$248$161,619
William Brooks--$161,371$248$161,619
Victoria AndersonPhysicianFT$130,179$4,295$134,474
Tiffany CarswellNurse PractionerFT$102,449$19,655$122,104
Katherine McleodChief Executive OfficerFT$91,723$11,288$103,011
Claudette SladeChief Financial OfficerFT$84,057$10,749$94,806
Lane ConeChief Operational OfficerFT$64,233$21,064$85,297

Board Members and Trustees

NameTitle
Camille HopePresident
Don DruittBoard Member
Elbert McqueenBoard Member
Frankie LewisBoard Member
Jonathan AldermanBoard Member
Linda HollandBoard Member
Mable P WheelerBoard Member
Marvin RigginsBoard Member
Roz McmillanBoard Member
Steve CorkeryBoard Member
David ParishSecretary
Thomas DuvalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,027,299
Program Service Revenue
$3,613,867
Investment Income
$83
Other Revenue
$6,462
All Other Contributions
$161,136
Change in Net Assets
$123,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,648,711
Total Revenue per Audited Statements
$6,648,711
Total Revenue per Form 990
$6,648,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,287,035
Other Expenses$2,236,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,326,720$930,931$0$3,257,651
Office Expenses$961,692$135,322$0$1,097,014
Fees for Services Other$381,749$234,365$0$616,114
Current Officers, Directors, Trustees, and Key Employees$166,943$240,013$0$406,956
Other Employee Benefits$218,517$93,650$0$312,167
Occupancy$272,194$36,450$0$308,644
Payroll Taxes$180,237$77,244$0$257,481
Depreciation Depletion$19,280$100,015$0$119,295
Pension Plan Contributions$36,946$15,834$0$52,780
Travel$10,790$34,168$0$44,958
Fees for Services Accounting$0$32,161$0$32,161
Insurance$14,960$1,662$0$16,622
Fees for Services Legal$0$2,033$0$2,033
Total Functional Expenses$4,590,028$1,933,848$0$6,523,876

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,523,876
Total Expenses per Audited Statements$6,523,876
Total Expenses per Form 990$6,523,876
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$52,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
First Choice Primary Care Inc
EIN
20-4391090
Phone
4787874266
Address
PO BOX 4363, MACON, GA 31208-4363

Signing Officer

Name
Katherine Mcleod
Title
Chief Executive Officer
Phone
4787874266
Signed
2018-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Mcleod
Formed
2005
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
12
Employees
86
Volunteers
0

Preparer

Firm
Terry Horne CPA Inc
Address
732 West Main Street, Lebanon, TN 37087
Preparer
Terry Horne CPA
Phone
6154447293
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

The organization makes its governing documents, conflict of interest

Pt VI, Line 19

Policy and form 990 available upon written request.

Pt VI, Line 11B

The form 990 will be given to the board of directors for

Pt VI, Line 11B

Review at a regularly scheduled meeting prior to filing.

Pt VI, Line 12C

When or if a transaction of material nature with a potential conflict

Pt VI, Line 12C

Of interest should arrise, the transaction would be presented

Pt VI, Line 12C

To the full board for discussion and the board would vote (by electronic ballot).

Pt VI, Line 15A

State and national salary comparisons are used to establish salary limits

Pt VI, Line 15B

For top management officials. Performance evaluation are performed annually

Pt VI, Line 15B

And salary increases are board approved.

Pt XII, Line 2C

The ceo, cfo and finance committee oversee financial statement preparation

Pt XII, Line 2C

AND AUDIT ENGAGEMENT.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF OPERATIONAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt18PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20NURSE PRACTIONER
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IRS990/FormationYr02005
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IRS990/GamingActivitiesInd0false
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IRS990/GovernmentGrantsAmt02866163
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt06647711
IRS990/GrossRentsGrp/RealAmt06462
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IRS990/InsuranceGrp/ProgramServicesAmt014960
IRS990/InsuranceGrp/TotalAmt016622
IRS990/InvestmentIncomeGrp/ExclusionAmt083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01515007
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01414423
IRS990/LandBldgEquipCostOrOtherBssAmt02058915
IRS990/LegalDomicileStateCd0GA
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION PROVIDES HEALTH CARE
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt036450
IRS990/OccupancyGrp/ProgramServicesAmt0272194
IRS990/OccupancyGrp/TotalAmt0308644
IRS990/OfficeExpensesGrp/FundraisingAmt00
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IRS990/OfficeExpensesGrp/TotalAmt01097014
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0218517
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IRS990/OtherLiabilitiesGrp/EOYAmt052000
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02326720
IRS990/OtherSalariesAndWagesGrp/TotalAmt03257651
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077244
IRS990/PayrollTaxesGrp/ProgramServicesAmt0180237
IRS990/PayrollTaxesGrp/TotalAmt0257481
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036946
IRS990/PensionPlanContributionsGrp/TotalAmt052780
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051306
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064523
IRS990/PrincipalOfficerNm0KATHERINE MCLEOD
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IRS990/ProgramServiceRevenueGrp/BusinessCd0621111
IRS990/ProgramServiceRevenueGrp/Desc0PATIENT FEES
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03613867
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0165
IRS990/PYOtherExpensesAmt01748579
IRS990/PYOtherRevenueAmt08616
IRS990/PYProgramServiceRevenueAmt02363284
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IRS990/PYSalariesCompEmpBnftPaidAmt03771624
IRS990/PYTotalExpensesAmt05520203
IRS990/PYTotalRevenueAmt05471552
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0123835
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt06462
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IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03099487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03369448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01740704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01540263
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0343
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09419578
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt012777201
IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03027299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03099487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03369448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01740704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01540263
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012777201
IRS990ScheduleA/TotalSupportAmt012793641
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01033276
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0172776
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01206052
IRS990ScheduleD/EquipmentGrp/BookValueAmt0357639
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0471716
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0829355
IRS990ScheduleD/ExpensesSubtotalAmt06523876
IRS990ScheduleD/LandGrp/BookValueAmt023508
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt023508
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt052000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/RevenueSubtotalAmt06648711
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01414423
IRS990ScheduleD/TotalExpensesPerForm990Amt06523876
IRS990ScheduleD/TotalLiabilityAmt052000
IRS990ScheduleD/TotalRevenuePerForm990Amt06648711

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.4$5.67$4.74$15.1$15.1$0.07
2024Detailed filing. Detailed filing data is available for this year.$8.75$4.03$4.72$12.7$13.6$0.84
2023Detailed filing. Detailed filing data is available for this year.$8.85$3.29$5.56$11.7$12.0$0.32
2022Detailed filing. Detailed filing data is available for this year.$8.97$3.09$5.88$11.6$10.6$0.95
2021Detailed filing. Detailed filing data is available for this year.$7.70$3.01$4.69$11.0$9.74$1.28
2020Detailed filing. Detailed filing data is available for this year.$7.45$4.00$3.46$9.25$8.08$1.17
2019Detailed filing. Detailed filing data is available for this year.$4.41$2.19$2.22$7.35$6.98$0.37
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.58$1.85$6.65$6.52$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.45$1.72$5.47$5.52$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.51$1.77$4.72$4.07$0.65
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.42$1.12$3.03$2.84$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.35$0.93$2.34$2.25$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.19$0.83$1.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.26$0.75$1.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.20$0.70$1.87