Civic Intelligence

Utah Partners for Health

990 • Fiscal year 2017 • EIN 27-0021804

Jan 01, 2017 to Dec 31, 2017 • Filed on May 24, 2018

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

0.22x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.15x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

60th percentile

6.7%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$100,020

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,875,745

Up $191,521 (+11%) from 2016

Net Assets

Up

$1,463,049

Up $189,523 (+15%) from 2016

Liabilities

Up

$412,696

Up $1,998 (+0.5%) from 2016

Revenue

Up

$2,801,514

Up $457,546 (+20%) from 2016

Expenses

Up

$2,612,641

Up $482,481 (+23%) from 2016

Net Income

Down

$188,873

Down $24,935 (-12%) from 2016

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

2017

Assets$1,875,745
Liabilities$412,696
Net Assets$1,463,049

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

2017

Revenue$2,801,514
Expenses$2,612,641
Net Income$188,873
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 24, 2018
Return Version
2017v2.3
Gross Receipts
$2,801,514
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$749,563$876,453▲ $126,890
Land, Buildings, and Equipment, Net$686,884$661,489▼ $25,395
Pledges and Grants Receivable$131,375$122,150▼ $9,225
Cash and Non-Interest-Bearing Accounts$8,456$89,532▲ $81,076
Inventories for Sale or Use$45,160$59,946▲ $14,786
Accounts Receivable$44,143$52,564▲ $8,421
Prepaid Expenses and Deferred Charges$12,109$6,428▼ $5,681
Total Assets$1,684,224$1,875,745▲ $191,521
Other Assets Total$6,534$7,183▲ $649
Liabilities
Mortgage Notes Payable Secured by Investment Property$344,154$331,553▼ $12,601
Accounts Payable and Accrued Expenses$66,544$81,143▲ $14,599
Total Liabilities$410,698$412,696▲ $1,998
Net Assets / Fund Balance
Unrestricted Net Assets$1,177,316$1,371,053▲ $193,737
Temporarily Rstr Net Assets$96,210$91,996▼ $4,214
Total Net Assets Fund Balance$1,273,526$1,463,049▲ $189,523
Total Liabilities and Net Assets / Fund Balance$1,684,224$1,875,745▲ $191,521

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$406,566$29,040$435,606
Leasehold Improvements$134,429$31,878$166,307
Equipment$74,932$49,384$124,316
Land$45,562-$45,562
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kurt MickaExecutive DiFT$96,705$3,315$100,020
Debra TurnerCFOFT$68,605$2,465$71,070
Conny R BowenCorporate SePT$33,552$1,403$34,955

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,032,447
Program Service Revenue
$751,786
Investment Income
$2,568
Other Revenue
$14,713
All Other Contributions
$482,079
Change in Net Assets
$188,873

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 Supplies895$55,468Estimated Fair Market Value (FMV)
Total Noncash Contributions895$55,468-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,801,514
Revenue Not Reported on Form 990
$238,471
Total Revenue per Audited Statements
$3,039,985
Total Revenue per Form 990
$2,801,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,802,848
Other Expenses$809,793
Total Fundraising Expense$14,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,411,650$17,603-$1,429,253
Current Officers, Directors, Trustees, and Key Employees$48,149$145,081$12,816$206,046
Payroll Taxes$107,189$11,630$916$119,735
Information Technology$91,147--$91,147
Fees for Services Other$88,160--$88,160
Depreciation Depletion$49,217$5,541$635$55,393
Travel$45,389--$45,389
Occupancy$38,257$5,620$354$44,231
Pension Plan Contributions$33,365--$33,365
Office Expenses$12,560$18,094-$30,654
Conferences and Meetings$23,134$3,178-$26,312
Advertising$22,387--$22,387
Other Employee Benefits$13,591$799$59$14,449
All Other Expenses$9,612$3,570-$13,182
Interest$12,867--$12,867
Insurance$6,388$3,049-$9,437
Fees for Services Accounting-$9,100-$9,100
Other Expenses$1,629$6,416-$8,045
Total Functional Expenses$2,368,180$229,681$14,780$2,612,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,850,463
Expenses per Audited Statements$2,612,641
Total Expenses per Form 990$2,612,641
Expenses Not Reported on Form 990$237,822
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
2018-05-24

Organization Details

Principal Officer
Kurt Micka
Formed
2002
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
40
Volunteers
30

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

The past year also brought these milestones: -our model ii - the upfh mobile medical clinic provided care to 41 sites including two new correctional facilities and four new schools in midvale. The mobile clinic provides free care for uninsured patients with incomes less than 200% fpl. A total of 1,546 medical visits for acute, chronic, mental health, and preventive care were provided. This program provides care to individuals who experience barriers such as language, transportation, income, and lack of understanding of our health care 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 1,990 persons with low-vision have been given an exam, with 1,841 receiving a free or low cost pair of 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 5,837 primary care visits in 2017. -our model iii - utah partners for health dental clinic provided 2,417 low-cost visits including crowns, dentures, and other treatment programs. This program is designed to provide access to dental services for individuals who cannot get treatment due to lack of income. -our model iii - utah partners for health behavioral health clinic provided 942 counseling visits including no cost visits for homeless individuals. "we achieved our clinical performance measures for child weight & counseling, adult weight & counseling, tobacco cessation, asthma, ischemic vascular disease, depression, hypertension, and dental sealants. -we established an integrated care model with the hiring of a full-time nurse care manager. This program provides comprehensive, personalized and innovative care to help our patients achieve their health related goals. Our passion continues to be "to fill gaps in utah's healthcare system".

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

-our model i - in-clinic program provides access to low-income and uninsured individuals in 14 for-profit clinics that discount their fees by an average of 73%. This allows patients to receive care at the price of a co-pay. We provided access to 2,036 patient encounters (medical, dental, eye care, physical therapy, pulmonology, cardiology, and diagnostic services), and received 255,396 in-kind donations from our partner providers in 2017.

Form 990, Part XI, Line 9

Change in value of beneficial interest 649

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is exempt from federal income taxes under section 501(c) (3) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. In addition, the organization has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509 (a) of the internal revenue code. There was no unrelated business income for the year ended december 31, 2017. The organization's forms 990, return of organization exempt from income tax, for the years ending december 31, 2017, 2016, 2015, and 2014 are subject to examination by the irs, generally for three years after they were filed. Generally accepted accounting principles require tax effects from an uncertain tax position to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. If an uncertain tax position meets the more-likely-than-not threshold, the largest amount of tax benefit that is greater than 50% likely to be recognized upon ultimate settlement with the taxing authority is recorded. The organization's primary tax positions relate to its status as a not- for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. Management has evaluated the tax positions reflected in the organization's tax filings and does not believe that any material uncertain tax positions exist.

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

Change in value of beneficial interest 649

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IRS990/Desc0OUR GROWTH CONTINUED IN 2017 WITH AN INCREASE OF 29% IN PATIENT ENCOUNTERS TOTALING 14,768. THE LARGE INCREASE IN ENCOUNTERS WAS DUE TO EXPANDING BEHAVIORAL HEALTH AND DENTAL TO FIVE DAYS A WEEK. CONTINUED ON SCHEDULE O THE PAST YEAR ALSO BROUGHT THESE MILESTONES: -OUR MODEL II - THE UPFH MOBILE MEDICAL CLINIC PROVIDED CARE TO 41 SITES INCLUDING TWO NEW CORRECTIONAL FACILITIES AND FOUR NEW SCHOOLS IN MIDVALE. THE MOBILE CLINIC PROVIDES FREE CARE FOR UNINSURED PATIENTS WITH INCOMES LESS THAN 200% FPL. A TOTAL OF 1,546 MEDICAL VISITS FOR ACUTE, CHRONIC, MENTAL HEALTH, AND PREVENTIVE CARE WERE PROVIDED. THIS PROGRAM PROVIDES CARE TO INDIVIDUALS WHO EXPERIENCE BARRIERS SUCH AS LANGUAGE, TRANSPORTATION, INCOME, AND LACK OF UNDERSTANDING OF OUR HEALTH CARE 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 1,990 PERSONS WITH LOW-VISION HAVE BEEN GIVEN AN EXAM, WITH 1,841 RECEIVING A FREE OR LOW COST PAIR OF 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 5,837 PRIMARY CARE VISITS IN 2017. -OUR MODEL III - UTAH PARTNERS FOR HEALTH DENTAL CLINIC PROVIDED 2,417 LOW-COST VISITS INCLUDING CROWNS, DENTURES, AND OTHER TREATMENT PROGRAMS. THIS PROGRAM IS DESIGNED TO PROVIDE ACCESS TO DENTAL SERVICES FOR INDIVIDUALS WHO CANNOT GET TREATMENT DUE TO LACK OF INCOME. -OUR MODEL III - UTAH PARTNERS FOR HEALTH BEHAVIORAL HEALTH CLINIC PROVIDED 942 COUNSELING VISITS INCLUDING NO COST VISITS FOR HOMELESS INDIVIDUALS. "WE ACHIEVED OUR CLINICAL PERFORMANCE MEASURES FOR CHILD WEIGHT & COUNSELING, ADULT WEIGHT & COUNSELING, TOBACCO CESSATION, ASTHMA, ISCHEMIC VASCULAR DISEASE, DEPRESSION, HYPERTENSION, AND DENTAL SEALANTS. -WE ESTABLISHED AN INTEGRATED CARE MODEL WITH THE HIRING OF A FULL-TIME NURSE CARE MANAGER. THIS PROGRAM PROVIDES COMPREHENSIVE, PERSONALIZED AND INNOVATIVE CARE TO HELP OUR PATIENTS ACHIEVE THEIR HEALTH RELATED GOALS. OUR PASSION CONTINUES TO BE "TO FILL GAPS IN UTAH'S HEALTHCARE SYSTEM".
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Document Assets

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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