Civic Intelligence

Utah Partners for Health

990 • Fiscal year 2016 • EIN 27-0021804

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 10, 2017

7651 S Main StMidvale, UT 84047-7101

(801) 417-0131

Siviq Scores

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

Liabilities / Assets

65th percentile

0.24x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.18x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

67th percentile

9.1%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$103,977

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,684,224

Up $203,527 (+14%) from 2015

Net Assets

Up

$1,273,526

Up $213,808 (+20%) from 2015

Liabilities

Down

$410,698

Down $10,281 (-2.4%) from 2015

Revenue

Up

$2,343,968

Up $592,967 (+34%) from 2015

Expenses

Up

$2,130,160

Up $417,836 (+24%) from 2015

Net Income

Up

$213,808

Up $175,131 (+453%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $364,485Liabilities 2010: $3,895Net Assets 2010: $360,5902010Assets 2011: $540,642Liabilities 2011: $1,125Net Assets 2011: $539,5172011Assets 2012: $573,376Liabilities 2012: $0Net Assets 2012: $573,3762012Assets 2013: $689,316Liabilities 2013: $0Net Assets 2013: $689,3162013Assets 2014: $1,050,817Liabilities 2014: $29,640Net Assets 2014: $1,021,1772014Assets 2015: $1,480,697Liabilities 2015: $420,979Net Assets 2015: $1,059,7182015Assets 2016: $1,684,224Liabilities 2016: $410,698Net Assets 2016: $1,273,5262016Assets 2017: $1,875,745Liabilities 2017: $412,696Net Assets 2017: $1,463,0492017Assets 2018: $2,060,207Liabilities 2018: $403,610Net Assets 2018: $1,656,5972018Assets 2019: $3,134,207Liabilities 2019: $1,474,415Net Assets 2019: $1,659,7922019Assets 2020: $3,784,494Liabilities 2020: $1,641,520Net Assets 2020: $2,142,9742020Assets 2021: $4,728,411Liabilities 2021: $1,509,705Net Assets 2021: $3,218,7062021Assets 2022: $5,172,219Liabilities 2022: $1,643,871Net Assets 2022: $3,528,3482022Assets 2024: $5,457,552Liabilities 2024: $1,469,478Net Assets 2024: $3,988,0742024

Highlighted filing

2016

Assets$1,684,224
Liabilities$410,698
Net Assets$1,273,526

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,071,3912010Expenses 2011: $1,143,4632011Expenses 2012: $1,266,9862012Revenue 2013: $1,325,683Expenses 2013: $1,209,743Net Income 2013: $115,9402013Revenue 2014: $1,485,660Expenses 2014: $1,155,443Net Income 2014: $330,2172014Revenue 2015: $1,751,001Expenses 2015: $1,712,324Net Income 2015: $38,6772015Revenue 2016: $2,343,968Expenses 2016: $2,130,160Net Income 2016: $213,8082016Revenue 2017: $2,801,514Expenses 2017: $2,612,641Net Income 2017: $188,8732017Revenue 2018: $3,121,237Expenses 2018: $2,927,291Net Income 2018: $193,9462018Revenue 2019: $3,340,125Expenses 2019: $3,338,050Net Income 2019: $2,0752019Revenue 2020: $4,154,187Expenses 2020: $3,671,005Net Income 2020: $483,1822020Revenue 2021: $5,657,767Expenses 2021: $4,582,035Net Income 2021: $1,075,7322021Revenue 2022: $6,245,933Expenses 2022: $5,936,291Net Income 2022: $309,6422022Revenue 2024: $6,814,653Expenses 2024: $7,291,788Net Income 2024: -$477,1352024

Highlighted filing

2016

Revenue$2,343,968
Expenses$2,130,160
Net Income$213,808
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 10, 2017
Return Version
2016v3.0
Gross Receipts
$2,343,968
Mission and Program Overview

Mission

Funding health care for the underserved and uninsured. This year, utah partners for health served 10300 patients that did not have health insurance.

Utah partners for health provides compassionate, comprehensive, quality care to empower underserved individuals, families, and communities in a patient centered medical home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$696,144$749,563▲ $53,419
Land, Buildings, and Equipment, Net$576,736$686,884▲ $110,148
Pledges and Grants Receivable$123,203$131,375▲ $8,172
Inventories for Sale or Use$18,144$45,160▲ $27,016
Accounts Receivable$23,531$44,143▲ $20,612
Prepaid Expenses and Deferred Charges$20,177$12,109▼ $8,068
Cash and Non-Interest-Bearing Accounts$16,552$8,456▼ $8,096
Investments in Publicly Traded Securities-$6,534-
Total Assets$1,480,697$1,684,224▲ $203,527
Other Assets Total$6,210--
Liabilities
Mortgage Notes Payable Secured by Investment Property$356,250$344,154▼ $12,096
Accounts Payable and Accrued Expenses$64,729$66,544▲ $1,815
Total Liabilities$420,979$410,698▼ $10,281
Net Assets / Fund Balance
Unrestricted Net Assets$962,294$1,177,316▲ $215,022
Temporarily Rstr Net Assets$97,424$96,210▼ $1,214
Total Net Assets Fund Balance$1,059,718$1,273,526▲ $213,808
Total Liabilities and Net Assets / Fund Balance$1,480,697$1,684,224▲ $203,527

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$421,086$14,520$435,606
Leasehold Improvements$151,061$15,246$166,307
Equipment$69,175$25,141$94,316
Land$45,562-$45,562
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kurt MickaExecutive DiFT$100,546$3,431$103,977
Debra TurnerCFOFT$63,053$2,306$65,359
Conny R BowenCorporate SePT$22,105$1,077$23,182

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,831,304
Program Service Revenue
$510,434
Investment Income
$2,230
Other Revenue
$0
All Other Contributions
$481,583
Change in Net Assets
$213,808

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies665$56,685Estimated Fair Market Value (FMV)
Total Noncash Contributions665$56,685-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,343,968
Revenue Not Reported on Form 990
$264,333
Total Revenue per Audited Statements
$2,608,301
Total Revenue per Form 990
$2,343,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,429,889
Other Expenses$700,271
Total Fundraising Expense$16,898
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,009,543$95,064-$1,104,607
Current Officers, Directors, Trustees, and Key Employees$36,583$134,569$14,552$185,704
Information Technology$100,861--$100,861
Payroll Taxes$76,131$16,712$1,059$93,902
Fees for Services Other$79,376$11,565-$90,941
Occupancy$44,113$13,529$428$58,070
Depreciation Depletion$27,917$6,449$344$34,710
Pension Plan Contributions$24,043$5,278$334$29,655
Office Expenses$3,763$24,996-$28,759
Advertising$23,806--$23,806
Conferences and Meetings$20,957$2,624-$23,581
Travel$17,433--$17,433
Other Employee Benefits$12,989$2,851$181$16,021
Interest$13,373--$13,373
All Other Expenses$7,457$3,459-$10,916
Insurance$6,969$2,902-$9,871
Other Expenses$7,651$1,902-$9,553
Fees for Services Accounting-$8,325-$8,325
Total Functional Expenses$1,783,037$330,225$16,898$2,130,160

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,394,493
Expenses per Audited Statements$2,130,160
Total Expenses per Form 990$2,130,160
Expenses Not Reported on Form 990$264,333
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

The organization's cfo reviews the 990 before it is filed. In addition, the organization's board of directors reviews the 990 before it is filed.

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

During 2014 all board members and officers completed and signed the organization's conflict of interest disclosure statement. This statement requires that all potential conflicts of interest be disclosed at the time the board member becomes aware of the conflict or before any discussion on the matter by the board, whichever occurs first. If an apparent conflict of interest is not disclosed by the board member having the conflict, another board member is required to bring the conflict to the attention of the board. The board of directors is responsible for determining whether an actual conflict of interest exists. Once a conflict of interest is disclosed, the board member should also not participate in further discussion of the matter by the board.

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

In establishing the executive director's compensation, the organization uses market comparability data to ensure that the compensation is reasonable. The board of directors establishes the executive director's compensation independent from the executive director. The deliberation and determination of compensation is contemporaneously documented in the board minutes.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request at the organization's offices during regular business hours.

Filing and Contact Details

Filer

Filer Name
Utah Partners for Health
EIN
27-0021804
Phone
8014170131
Address
7651 S MAIN ST, MIDVALE, UT 84047-7101

Signing Officer

Name
Kurt Micka
Title
Executive Director
Phone
8014170131
Signed
2017-07-10

Organization Details

Principal Officer
Kurt Micka
Formed
2002
Legal Domicile
Ut
Voting Board Members
13
Independent Board Members
13
Employees
40
Volunteers
25

Preparer

Firm
Shaw & Co Pc
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
Supplemental Narrative

Additional Explanations

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

Federally qualified health centers: - in january, we opened the upfh behavioral health clinic to integrate with our medical care services and expanded to four days a week in june. - in november, we opened the upfh dental clinic with a three chair operatory offering full dental services. Already, 104 individuals have needed care and been served. - our model ii - mobile medical clinic collaborated with 37 different schools, churches, community based organizations and businesses at 150 events to provide 1,731 encounters to 1,324 individuals who experience barriers in accessing care such as language, transportation, income, and unfamiliarity with our health system. - our model ii - mobile eye care clinic efforts target title 1 schools, as access points to provide exams and glasses for students and their families. This program is dramatically improving educational outcomes for students with vision impairment. A total of 2,010 individuals received an exam, with 1,193 receiving free or low cost lenses. - our model iii - mid-valley health clinic is a federally qualified health center offering a deeply discounted sliding fee schedule for individuals with incomes 200% or less of the federal poverty level. This clinic provided 5,226 primary care visits to 2,474 individuals. - we achieved our clinical performance measures for cervical cancer screening, adult weight and counseling, tobacco cessation, asthma therapy, coronary artery disease therapy, ischemic vascular disease therapy, colorectal cancer screening, depression screening, and hypertension control. - in collaboration with intermountain healthcare and the association of utah community health, we have two community health workers on site to reduce social determinant barriers for our patients.

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

Utah partners for health collaborates with multiple for-profit clinics willing to provide in-kind donations to individuals in need of health care in magna, west valley, and kearns, utah. - our model i - in-clinic program provides access to low-income and uninsured individuals with 15 different for-profit clinics and providers that discount their fees by an average of 71%. This allows patients to receive care at the price of a co-pay. We provided 1,989 primary health care visits and received 243,307 in in-kind donations from these partners. Each dollar donated to this program was leveraged to equal 10.15 in healthcare services.

Form 990, Part XI, Line 9

Change in value of beneficial interest 0

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Change in value of beneficial interest 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$1.47$3.99$6.81$7.29$0.48
2022Detailed filing. Detailed filing data is available for this year.$5.17$1.64$3.53$6.25$5.94$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.73$1.51$3.22$5.66$4.58$1.08
2020Detailed filing. Detailed filing data is available for this year.$3.78$1.64$2.14$4.15$3.67$0.48
2019Detailed filing. Detailed filing data is available for this year.$3.13$1.47$1.66$3.34$3.34$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.40$1.66$3.12$2.93$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.41$1.46$2.80$2.61$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.41$1.27$2.34$2.13$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.42$1.06$1.75$1.71$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$1.49$1.16$0.33
2013Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.33$1.21$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$1.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits