Civic Intelligence

Primaris

EIN 43-1306121 • 501(c)6 • Jefferson City, MO

View Organization Page

Profile

To improve healthcare delivery & outcomes by promoting excellence, advancing knowledge & developing innovative solutions for physicans, other providers, businesses, governments, patients, and consumers.

PO Box 1028Jefferson City, MO 65102

www.primaris.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-6964%

Higher net margin than 1% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-71%

Faster asset growth than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$63,560

Down $152,250 (-71%) from 2016

Liabilities

Down

$0

Down $99,741 (-100%) from 2016

Net Assets

Down

$63,560

Down $52,509 (-45%) from 2016

Operations
Liabilities / Revenue50th percentileNet Margin1st percentile

Revenue

Up

$754

Up $1,449,111 (+100%) from 2016

Expenses

Down

$53,263

Down $5,237,836 (-99%) from 2016

Net Income

Up

-$52,509

Up $6,686,947 (+99%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $9,897,564Liabilities 2010: $3,374,999Net Assets 2010: $6,522,5652010Assets 2011: $9,877,795Liabilities 2011: $3,357,650Net Assets 2011: $6,520,1452011Assets 2012: $9,850,629Liabilities 2012: $3,161,625Net Assets 2012: $6,689,0042012Assets 2013: $10,334,949Liabilities 2013: $3,433,078Net Assets 2013: $6,901,8712013Assets 2014: $9,716,301Liabilities 2014: $2,693,868Net Assets 2014: $7,022,4332014Assets 2015: $8,373,703Liabilities 2015: $1,518,179Net Assets 2015: $6,855,5242015Assets 2016: $215,810Liabilities 2016: $99,741Net Assets 2016: $116,0692016Assets 2017: $63,560Liabilities 2017: $0Net Assets 2017: $63,5602017

Highlighted filing

2017

Assets$63,560
Liabilities$0
Net Assets$63,560
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $8,443,6272010Expenses 2011: $8,866,2772011Expenses 2012: $7,904,9712012Revenue 2013: $8,559,074Expenses 2013: $8,609,015Net Income 2013: -$49,9412013Revenue 2014: $9,179,496Expenses 2014: $9,175,223Net Income 2014: $4,2732014Revenue 2015: $203,981Expenses 2015: $174,032Net Income 2015: $29,9492015Revenue 2016: -$1,448,357Expenses 2016: $5,291,099Net Income 2016: -$6,739,4562016Revenue 2017: $754Expenses 2017: $53,263Net Income 2017: -$52,5092017

Highlighted filing

2017

Revenue$754
Expenses$53,263
Net Income-$52,509
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,560
Liabilities
$0
Net assets
$63,560
Revenue
$754
Expenses
$53,263
Net income
-$52,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.10$0.12$1.45$5.29$6.74
2015Detailed filing. Detailed filing data is available for this year.$8.37$1.52$6.86$0.20$0.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$9.72$2.69$7.02$9.18$9.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$10.3$3.43$6.90$8.56$8.61$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$3.16$6.69$7.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.88$3.36$6.52$8.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$3.37$6.52$8.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$754
Mission and Program Overview

Mission

To improve healthcare delivery & outcomes by promoting excellence, advancing knowledge & developing innovative solutions for physicans, other providers, businesses, governments, patients, and consumers.

To improve healthcare delivery & outcomes by promoting excellence, advancing knowledge & developing innovative solutions for physicians, other providers, businesses, governments, patients & consumers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$215,810$63,560▼ $152,250
Total Assets$215,810$63,560▼ $152,250
Liabilities
Other Liabilities$99,741$0▼ $99,741
Total Liabilities$99,741$0▼ $99,741
Net Assets / Fund Balance
Unrestricted Net Assets$116,069$63,560▼ $52,509
Total Net Assets Fund Balance$116,069$63,560▼ $52,509
Total Liabilities and Net Assets / Fund Balance$215,810$63,560▼ $152,250
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James T RogersChairman
Bruce R WilliamsChairman-elect
Jerry D KennettPast Chairman
Brian BowlesDirector
James DockinsDirector
Jeffrey CopelandDirector
Naveed RazzaqueDirector
Patrick MillsDirector
Tim HarlanDirector
Timothy JenningsDirector
Patricia a WyattSecretary
Kenneth E RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$297
Other Revenue
$457
Change in Net Assets
$-52,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,263
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$35,365-$35,365
Insurance-$15,890-$15,890
Other Expenses-$1,933-$1,933
Fees for Services Legal-$75-$75
Total Functional Expenses$0$53,263$0$53,263
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 A, Line 6

“Primaris was organized by msma and maops”

Form 990, Part VI, Section A, Line 7A

“Msma members and maops members elect members of the governing board”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 will be emailed to each board member”

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

“Board conflict of interest questionnaires are sent out each year for review, update & signature by each board member. Furthermore, the board is educated annually at the october board meeting on primaris' confidentiality, conflict of interest, and corporate compliance policies.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Primaris
EIN
43-1306121
Phone
5738178300
Address
PO BOX 1028, JEFFERSON CITY, MO 65102

Signing Officer

Name
Patrick Mills
Title
Officer
Phone
5738178300
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Mills
Formed
1983
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Williams-keepers LLC
Address
3220 WEST EDGEWOOD SUITE E, JEFFERSON CITY, MO 65109
Preparer
Michael J Oldelehr
Phone
5736356196
Supplemental Narrative

Additional Explanations

Form 990, Part XXII, Line 2C

“No changes from the prior year.”

Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARIS WAS ORGANIZED BY MSMA AND MAOPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MSMA MEMBERS AND MAOPS MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WILL BE EMAILED TO EACH BOARD MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD CONFLICT OF INTEREST QUESTIONNAIRES ARE SENT OUT EACH YEAR FOR REVIEW, UPDATE & SIGNATURE BY EACH BOARD MEMBER. FURTHERMORE, THE BOARD IS EDUCATED ANNUALLY AT THE OCTOBER BOARD MEETING ON PRIMARIS' CONFIDENTIALITY, CONFLICT OF INTEREST, AND CORPORATE COMPLIANCE POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES FROM THE PRIOR YEAR.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XXII, LINE 2C
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IRS990/TotalRevenueGrp/ExclusionAmt0297
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0457
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0754
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0215810
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063560
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0116069
IRS990/UnrestrictedNetAssetsGrp/EOYAmt063560
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1028
IRS990/USAddress/CityNm0JEFFERSON CITY
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IRS990/USAddress/ZIPCd065102
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.PRIMARIS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK MILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05738178300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIMARIS
ReturnHeader/Filer/BusinessNameControlTxt0PRIM
ReturnHeader/Filer/EIN0431306121
ReturnHeader/Filer/PhoneNum05738178300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1028
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0AF7E13EA62EBB08E891ED4D558D030E92297A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092943B3D66656776A2353E7283696CB7BF08F1BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.106.53.94
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:51:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431126847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS-KEEPERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 WEST EDGEWOOD SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065109
ReturnHeader/PreparerPersonGrp/PhoneNum05736356196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J OLDELEHR
ReturnHeader/ReturnTs02018-05-14T09:51:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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