Civic Intelligence

Intend Health Strategies Inc

990 • Fiscal year 2018 • EIN 27-2952793

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

1035 Cambridge Street No 28ACambridge, MA 02141

(617) 714-4260

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.11x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.04x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$128,185

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

95th percentile

95%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$888,757

Up $433,136 (+95%) from 2017

Net Assets

Up

$794,566

Up $482,606 (+155%) from 2017

Liabilities

Down

$94,191

Down $49,470 (-34%) from 2017

Revenue

Up

$2,347,298

Up $407,100 (+21%) from 2017

Expenses

Up

$1,864,692

Up $43,805 (+2.4%) from 2017

Net Income

Up

$482,606

Up $363,295 (+304%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $455,621Liabilities 2017: $143,661Net Assets 2017: $311,9602017Assets 2018: $888,757Liabilities 2018: $94,191Net Assets 2018: $794,5662018Assets 2019: $1,537,501Liabilities 2019: $196,564Net Assets 2019: $1,340,9372019Assets 2020: $1,899,337Liabilities 2020: $214,809Net Assets 2020: $1,684,5282020Assets 2021: $2,524,252Liabilities 2021: $127,329Net Assets 2021: $2,396,9232021Assets 2022: $2,622,789Liabilities 2022: $288,618Net Assets 2022: $2,334,1712022Assets 2024: $1,145,539Liabilities 2024: $366,359Net Assets 2024: $779,1802024

Highlighted filing

2018

Assets$888,757
Liabilities$94,191
Net Assets$794,566

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $1,940,198Expenses 2017: $1,820,887Net Income 2017: $119,3112017Revenue 2018: $2,347,298Expenses 2018: $1,864,692Net Income 2018: $482,6062018Revenue 2019: $2,473,707Expenses 2019: $1,927,336Net Income 2019: $546,3712019Revenue 2020: $2,238,635Expenses 2020: $1,895,044Net Income 2020: $343,5912020Revenue 2021: $2,551,186Expenses 2021: $1,878,391Net Income 2021: $672,7952021Revenue 2022: $2,247,119Expenses 2022: $2,273,134Net Income 2022: -$26,0152022Revenue 2024: $1,611,071Expenses 2024: $2,998,831Net Income 2024: -$1,387,7602024

Highlighted filing

2018

Revenue$2,347,298
Expenses$1,864,692
Net Income$482,606
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$2,347,298
Mission and Program Overview

Mission

See schedule o, form 990 part i, line 1

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$355,697$811,052▲ $455,355
Rtn Earn Endowment Incm Other Fnds$311,960$794,566▲ $482,606
Accounts Receivable$48,401$41,302▼ $7,099
Prepaid Expenses and Deferred Charges$32,073$15,691▼ $16,382
Land, Buildings, and Equipment, Net$7,750$9,012▲ $1,262
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$455,621$888,757▲ $433,136
Other Assets Total$11,700$11,700→ $0
Liabilities
Accounts Payable and Accrued Expenses$143,661$94,191▼ $49,470
Total Liabilities$143,661$94,191▼ $49,470
Net Assets / Fund Balance
Total Net Assets Fund Balance$311,960$794,566▲ $482,606
Total Liabilities and Net Assets / Fund Balance$455,621$888,757▲ $433,136

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,012$55,000$64,012
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane Cooper-driverDirector of Leadership DevelopmentFT$127,000$1,185$128,185
Elizabeth MetrauxDirector of External AffairsFT$112,934$12,529$125,463
Brian SouzaChief Executive Officer (as of 9/18)FT$66,846$422$67,268

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Furst GroupExecutive Search Firm2902 MCFARLAND ROAD SUITE 100, Rockford, IL 61107$102,057
Revenue and Support

Revenue Composition

Contributions and Grants
$2,185,078
Program Service Revenue
$136,232
Investment Income
$86
Other Revenue
$25,902
All Other Contributions
$2,185,078
Change in Net Assets
$482,606

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
Other Non Cash Contri Table1$42,000Fair Market Value (FMV)
Total Noncash Contributions1$42,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,347,298
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,347,298
Total Revenue per Form 990
$2,347,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,058,326
Other Expenses$806,366
Total Fundraising Expense$120,149
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$360,683$62,075$48,754$471,512
Current Officers, Directors, Trustees, and Key Employees$234,672$40,388$31,720$306,780
Other Employee Benefits$73,526$130,833$12,614$216,973
Travel$102,360$20,319$8,600$131,279
Occupancy$54,138$18,336$7,521$79,995
Payroll Taxes$47,353$9,296$6,412$63,061
Information Technology$60,330$99-$60,429
Fees for Services Accounting-$55,115-$55,115
Office Expenses$16,790$13,405$3,205$33,400
Fees for Services Legal-$9,195-$9,195
Depreciation Depletion$3,345$1,133$465$4,943
Other Expenses$4,326$8,484$336$4,662
Total Functional Expenses$1,355,118$389,425$120,149$1,864,692

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,864,692
Total Expenses per Audited Statements$1,864,692
Total Expenses per Form 990$1,864,692
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
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, Part VI, Section B, Line 11B

Board of directors will review the draft form 990 before filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy adopted by the board of directors requires each officer or director to examine any potental activities that may give rise to a conflict & abstain from voting on an issue if the director believes it will conflict with their duties as a board member or as an employee of a member. Annually this policy is reviewed with the board of directors and disclosure of any conflicts is requested.

Form 990, Part VI, Section B, Line 15A

The board of directors approves the compensation and employment contract of the executive officer. The board employs use of comparability data and independent compensation specialists in order to evaluate and vote on the compensation package. The board approves a salary pool for all other officers and key decision making employees.

Form 990, Part VI, Section C, Line 18

Primary care progress has made available its by-laws, and other organizational papers, its prior filed form 990s, conflict of interest policy and all related documents to the public upon request.

Form 990, Part VI, Section C, Line 19

Pcp uses an outside consultant to search, vet and hire executive directors which includes such processes.

Filing and Contact Details

Filer

Filer Name
Primary Care Progress Inc
EIN
27-2952793
Phone
6177144260
Address
1035 CAMBRIDGE STREET NO 28A, CAMBRIDGE, MA 02141

Signing Officer

Name
Brian Souza
Title
CEO
Phone
6177144260
Signed
2019-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Souza
Formed
2010
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
13
Volunteers
0

Preparer

Firm
Wolf and Company Pc
Address
99 HIGH STREET 21ST FLOOR, BOSTON, MA 02110
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Supplemental Narrative

Additional Explanations

FORM 990, PART 1, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

Primary care progress is a not-for-profit organization that operates as a public charity for tax reporting purposes. Its mission is to strengthen the community at the heart of care through leadership development and community building. The foundation for this effort is relational leadership - based on decades of research into people, their motivations, and how they learn and work - a framework designed to help individuals and care teams achieve their full potential, in service of achieving success in work and a more engaged workforce. Through experience-based learning, pcp's suite of programs range from one-time workshops, multi-session engagements, and year-long programs that are designed to bring authentic connection and collaboration back into healthcare. Our work is focused in three core areas: building a community of leaders through an evolution of leadership thinking; shifting the focus from individuals and organizations to teams, the network, and the relationships within; and accelerating transformation inside and outside clinical practices.

FORM 990, PART III, LINE 1 - DESCRIBE THE ORGANIZATION'S MISSION STATEMENT

The mission of primary care progress (pcp) is to create an inter-professional network of leaders to transform primary care, and ultimately, healthcare. To achieve this mission the organization employs a strategy focused on experiential leadership development programs aimed at different groups in primary care, and offers training and coaching in a variety of unique relational leadership practices necessary to build teams, communicate with different stakeholders, and advocate for change. These relational skills, practices, and techniques are designed by healthcare experts specifically for healthcare teams and students. Regularly updated to reflect new healthcare trends and tactics, the organization's work targets key aspects of the healthcare workforce by: 1) providing critical skills and knowledge in relational leadership; 2) fostering collaborations and strengthening culture with a focus on team transformation and team cohesion; 3) accelerating change by providing healthcare professionals and students with actionable skills and tools to enable them to lead future transformation in primary care, and; 4) engaging in partnerships that spread the awareness of and knowledge about changes and advancements in primary care and patient centered care movements.

FORM 990, PART XII, LINE 2C:

There was no change in the oversight processs or selection process during the tax year of 2018.

Financial Statement Notes

PART X, LINE 2:

The organization is recognized as an organization exempt from federal income tax under section 501(c)(3) of the internal revenue code, whereby only unrelated business income, as defined by section 512(a)(1) of the code, is subject to federal income tax.

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IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011700
IRS990/OtherAssetsTotalGrp/EOYAmt011700
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012614
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0130833
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt073526
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0216973
IRS990/OtherExpensesGrp/Desc0INDEPENDENT CONTRACTORS
IRS990/OtherExpensesGrp/Desc1LEADERSHIP PROGRAM EXPE
IRS990/OtherExpensesGrp/Desc2ADMIN AND OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3DIGITAL PROMOTIONS & OT
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IRS990/OtherExpensesGrp/FundraisingAmt1336
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020747
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18484
IRS990/OtherExpensesGrp/ProgramServicesAmt0270695
IRS990/OtherExpensesGrp/ProgramServicesAmt1124435
IRS990/OtherExpensesGrp/ProgramServicesAmt22465
IRS990/OtherExpensesGrp/ProgramServicesAmt34326
IRS990/OtherExpensesGrp/TotalAmt0291442
IRS990/OtherExpensesGrp/TotalAmt1124435
IRS990/OtherExpensesGrp/TotalAmt211471
IRS990/OtherExpensesGrp/TotalAmt34662
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12000
IRS990/OtherRevenueTotalAmt025902
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048754
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062075
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0360683
IRS990/OtherSalariesAndWagesGrp/TotalAmt0471512
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06412
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09296
IRS990/PayrollTaxesGrp/ProgramServicesAmt047353
IRS990/PayrollTaxesGrp/TotalAmt063061
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032073
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015691
IRS990/PrincipalOfficerNm0BRIAN SOUZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1EVENT REGISTRATION FEE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0135572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1660
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01746578
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038
IRS990/PYOtherExpensesAmt0760241
IRS990/PYOtherRevenueAmt086479
IRS990/PYProgramServiceRevenueAmt0107103
IRS990/PYRevenuesLessExpensesAmt0119311
IRS990/PYSalariesCompEmpBnftPaidAmt01060646
IRS990/PYTotalExpensesAmt01820887
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01940198
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0482606
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0311960
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0794566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02143078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01746578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01163047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01003621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0782059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06838383
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
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IRS990ScheduleA/PublicSupportPY170Pct00.81910
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IRS990ScheduleA/SubstantialContributorsTotAmt01071458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01746578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01163047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01003621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0782059
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06838383
IRS990ScheduleA/TotalSupportAmt06838550
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt09012
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064012
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01864692
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02347298
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09012
IRS990ScheduleD/TotalExpensesPerForm990Amt01864692
IRS990ScheduleD/TotalRevenuePerForm990Amt02347298
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02347298
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01864692
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0SOFTWARE LICENSES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt042000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY CARE PROGRESS IS A NOT-FOR-PROFIT ORGANIZATION THAT OPERATES AS A PUBLIC CHARITY FOR TAX REPORTING PURPOSES. ITS MISSION IS TO STRENGTHEN THE COMMUNITY AT THE HEART OF CARE THROUGH LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING. THE FOUNDATION FOR THIS EFFORT IS RELATIONAL LEADERSHIP - BASED ON DECADES OF RESEARCH INTO PEOPLE, THEIR MOTIVATIONS, AND HOW THEY LEARN AND WORK - A FRAMEWORK DESIGNED TO HELP INDIVIDUALS AND CARE TEAMS ACHIEVE THEIR FULL POTENTIAL, IN SERVICE OF ACHIEVING SUCCESS IN WORK AND A MORE ENGAGED WORKFORCE. THROUGH EXPERIENCE-BASED LEARNING, PCP'S SUITE OF PROGRAMS RANGE FROM ONE-TIME WORKSHOPS, MULTI-SESSION ENGAGEMENTS, AND YEAR-LONG PROGRAMS THAT ARE DESIGNED TO BRING AUTHENTIC CONNECTION AND COLLABORATION BACK INTO HEALTHCARE. OUR WORK IS FOCUSED IN THREE CORE AREAS: BUILDING A COMMUNITY OF LEADERS THROUGH AN EVOLUTION OF LEADERSHIP THINKING; SHIFTING THE FOCUS FROM INDIVIDUALS AND ORGANIZATIONS TO TEAMS, THE NETWORK, AND THE RELATIONSHIPS WITHIN; AND ACCELERATING TRANSFORMATION INSIDE AND OUTSIDE CLINICAL PRACTICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF PRIMARY CARE PROGRESS (PCP) IS TO CREATE AN INTER-PROFESSIONAL NETWORK OF LEADERS TO TRANSFORM PRIMARY CARE, AND ULTIMATELY, HEALTHCARE. TO ACHIEVE THIS MISSION THE ORGANIZATION EMPLOYS A STRATEGY FOCUSED ON EXPERIENTIAL LEADERSHIP DEVELOPMENT PROGRAMS AIMED AT DIFFERENT GROUPS IN PRIMARY CARE, AND OFFERS TRAINING AND COACHING IN A VARIETY OF UNIQUE RELATIONAL LEADERSHIP PRACTICES NECESSARY TO BUILD TEAMS, COMMUNICATE WITH DIFFERENT STAKEHOLDERS, AND ADVOCATE FOR CHANGE. THESE RELATIONAL SKILLS, PRACTICES, AND TECHNIQUES ARE DESIGNED BY HEALTHCARE EXPERTS SPECIFICALLY FOR HEALTHCARE TEAMS AND STUDENTS. REGULARLY UPDATED TO REFLECT NEW HEALTHCARE TRENDS AND TACTICS, THE ORGANIZATION'S WORK TARGETS KEY ASPECTS OF THE HEALTHCARE WORKFORCE BY: 1) PROVIDING CRITICAL SKILLS AND KNOWLEDGE IN RELATIONAL LEADERSHIP; 2) FOSTERING COLLABORATIONS AND STRENGTHENING CULTURE WITH A FOCUS ON TEAM TRANSFORMATION AND TEAM COHESION; 3) ACCELERATING CHANGE BY PROVIDING HEALTHCARE PROFESSIONALS AND STUDENTS WITH ACTIONABLE SKILLS AND TOOLS TO ENABLE THEM TO LEAD FUTURE TRANSFORMATION IN PRIMARY CARE, AND; 4) ENGAGING IN PARTNERSHIPS THAT SPREAD THE AWARENESS OF AND KNOWLEDGE ABOUT CHANGES AND ADVANCEMENTS IN PRIMARY CARE AND PATIENT CENTERED CARE MOVEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS WILL REVIEW THE DRAFT FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD OF DIRECTORS REQUIRES EACH OFFICER OR DIRECTOR TO EXAMINE ANY POTENTAL ACTIVITIES THAT MAY GIVE RISE TO A CONFLICT & ABSTAIN FROM VOTING ON AN ISSUE IF THE DIRECTOR BELIEVES IT WILL CONFLICT WITH THEIR DUTIES AS A BOARD MEMBER OR AS AN EMPLOYEE OF A MEMBER. ANNUALLY THIS POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND DISCLOSURE OF ANY CONFLICTS IS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS APPROVES THE COMPENSATION AND EMPLOYMENT CONTRACT OF THE EXECUTIVE OFFICER. THE BOARD EMPLOYS USE OF COMPARABILITY DATA AND INDEPENDENT COMPENSATION SPECIALISTS IN ORDER TO EVALUATE AND VOTE ON THE COMPENSATION PACKAGE. THE BOARD APPROVES A SALARY POOL FOR ALL OTHER OFFICERS AND KEY DECISION MAKING EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIMARY CARE PROGRESS HAS MADE AVAILABLE ITS BY-LAWS, AND OTHER ORGANIZATIONAL PAPERS, ITS PRIOR FILED FORM 990S, CONFLICT OF INTEREST POLICY AND ALL RELATED DOCUMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PCP USES AN OUTSIDE CONSULTANT TO SEARCH, VET AND HIRE EXECUTIVE DIRECTORS WHICH INCLUDES SUCH PROCESSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE WAS NO CHANGE IN THE OVERSIGHT PROCESSS OR SELECTION PROCESS DURING THE TAX YEAR OF 2018.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART 1, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 1 - DESCRIBE THE ORGANIZATION'S MISSION STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0888757
IRS990/TotalAssetsGrp/BOYAmt0455621
IRS990/TotalAssetsGrp/EOYAmt0888757
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02185078
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0120149
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0389425
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01355118

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