Civic Intelligence

Crescent Community Health Center

EIN 48-1302204 • 501(c)3 • Dubuque, IA

Profile

Our mission is to provide high-quality, respectful and affordable primary medical and oral health care to the community, including preventive and wellness activities.

1690 Elm St 300Dubuque, IA 52001

www.crescentchc.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.26x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.30x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

23rd percentile

-4.5%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$310,874

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

32nd percentile

0.5%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-1.9%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$26,297,933

Up $122,559 (+0.5%) from 2023

Liabilities

Down

$6,886,967

Down $99,282 (-1.4%) from 2023

Net Assets

Up

$19,410,966

Up $221,841 (+1.2%) from 2023

Revenue

Down

$22,669,336

Down $434,972 (-1.9%) from 2023

Expenses

Up

$23,693,415

Up $3,218,069 (+16%) from 2023

Net Income

Down

-$1,024,079

Down $3,653,041 (-139%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $2,106,149Liabilities 2010: $532,482Net Assets 2010: $1,573,6672010Assets 2011: $1,928,958Liabilities 2011: $286,854Net Assets 2011: $1,642,1042011Assets 2012: $2,246,662Liabilities 2012: $402,129Net Assets 2012: $1,844,5332012Assets 2013: $3,345,722Liabilities 2013: $621,535Net Assets 2013: $2,724,1872013Assets 2014: $3,915,044Liabilities 2014: $403,685Net Assets 2014: $3,511,3592014Assets 2015: $6,531,106Liabilities 2015: $299,010Net Assets 2015: $6,232,0962015Assets 2016: $7,560,361Liabilities 2016: $446,540Net Assets 2016: $7,113,8212016Assets 2017: $8,797,220Liabilities 2017: $420,581Net Assets 2017: $8,376,6392017Assets 2018: $9,856,731Liabilities 2018: $447,404Net Assets 2018: $9,409,3272018Assets 2019: $15,913,171Liabilities 2019: $4,365,424Net Assets 2019: $11,547,7472019Assets 2020: $18,653,889Liabilities 2020: $5,101,471Net Assets 2020: $13,552,4182020Assets 2021: $22,462,792Liabilities 2021: $5,389,359Net Assets 2021: $17,073,4332021Assets 2022: $23,062,563Liabilities 2022: $6,530,585Net Assets 2022: $16,531,9782022Assets 2023: $26,175,374Liabilities 2023: $6,986,249Net Assets 2023: $19,189,1252023Assets 2024: $26,297,933Liabilities 2024: $6,886,967Net Assets 2024: $19,410,9662024

Highlighted filing

2024

Assets$26,297,933
Liabilities$6,886,967
Net Assets$19,410,966

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $2,803,7702010Expenses 2011: $2,760,6672011Expenses 2012: $2,878,2022012Revenue 2013: $3,980,064Expenses 2013: $3,100,410Net Income 2013: $879,6542013Revenue 2014: $4,495,524Expenses 2014: $3,708,352Net Income 2014: $787,1722014Revenue 2015: $7,147,976Expenses 2015: $4,427,239Net Income 2015: $2,720,7372015Revenue 2016: $6,067,863Expenses 2016: $5,327,147Net Income 2016: $740,7162016Revenue 2017: $7,016,468Expenses 2017: $6,033,083Net Income 2017: $983,3852017Revenue 2018: $7,398,528Expenses 2018: $6,236,810Net Income 2018: $1,161,7182018Revenue 2019: $9,595,778Expenses 2019: $6,937,093Net Income 2019: $2,658,6852019Revenue 2020: $11,801,081Expenses 2020: $9,639,824Net Income 2020: $2,161,2572020Revenue 2021: $14,924,444Expenses 2021: $12,501,104Net Income 2021: $2,423,3402021Revenue 2022: $15,164,756Expenses 2022: $14,475,465Net Income 2022: $689,2912022Revenue 2023: $23,104,308Expenses 2023: $20,475,346Net Income 2023: $2,628,9622023Revenue 2024: $22,669,336Expenses 2024: $23,693,415Net Income 2024: -$1,024,0792024

Highlighted filing

2024

Revenue$22,669,336
Expenses$23,693,415
Net Income-$1,024,079

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$6.89$19.4$22.7$23.7$1.02
2023Detailed filing. Detailed filing data is available for this year.$26.2$6.99$19.2$23.1$20.5$2.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$6.53$16.5$15.2$14.5$0.69
2021Detailed filing. Detailed filing data is available for this year.$22.5$5.39$17.1$14.9$12.5$2.42
2020Detailed filing. Detailed filing data is available for this year.$18.7$5.10$13.6$11.8$9.64$2.16
2019Detailed filing. Detailed filing data is available for this year.$15.9$4.37$11.5$9.60$6.94$2.66
2018Detailed filing. Detailed filing data is available for this year.$9.86$0.45$9.41$7.40$6.24$1.16
2017Detailed filing. Detailed filing data is available for this year.$8.80$0.42$8.38$7.02$6.03$0.98
2016Detailed filing. Detailed filing data is available for this year.$7.56$0.45$7.11$6.07$5.33$0.74
2015Detailed filing. Detailed filing data is available for this year.$6.53$0.30$6.23$7.15$4.43$2.72
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.40$3.51$4.50$3.71$0.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.62$2.72$3.98$3.10$0.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.40$1.84$2.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.29$1.64$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.53$1.57$2.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 11, 2025
Return Version
2023v6.0
Gross Receipts
$22,672,541
Mission and Program Overview

Mission

Our mission is to provide high-quality, respectful and affordable primary medical and oral health care to the community, including preventive and wellness activities.

Crescent community health center provides high-quality, respectful, affordable, and comprehensive care to improve the health and well-being of our communities. See schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,432,336$6,934,541▲ $502,205
Land, Buildings, and Equipment, Net$3,498,487$5,334,915▲ $1,836,428
Accounts Receivable$2,110,247$2,887,588▲ $777,341
Savings and Temporary Cash Investments$3,682,725$2,253,192▼ $1,429,533
Intangible Assets$1,023,717$958,466▼ $65,251
Investments Program Related$694,012$746,406▲ $52,394
Cash and Non-Interest-Bearing Accounts$815,533$579,683▼ $235,850
Inventories for Sale or Use$382,601$410,304▲ $27,703
Pledges and Grants Receivable$361,456$118,672▼ $242,784
Prepaid Expenses and Deferred Charges$334,103$72,400▼ $261,703
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Loans From Officers Directors$0$0→ $0
Total Assets$26,175,374$26,297,933▲ $122,559
Other Assets Total$6,840,157$6,001,766▼ $838,391
Liabilities
Other Liabilities$4,919,541$4,651,130▼ $268,411
Accounts Payable and Accrued Expenses$2,066,708$2,235,837▲ $169,129
Total Liabilities$6,986,249$6,886,967▼ $99,282
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,061,829$18,249,191▲ $187,362
Net Assets With Donor Restrictions$1,127,296$1,161,775▲ $34,479
Total Net Assets Fund Balance$19,189,125$19,410,966▲ $221,841
Total Liabilities and Net Assets / Fund Balance$26,175,374$26,297,933▲ $122,559

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,371,672$749,908$4,121,580
Equipment$1,364,089$822,244$2,186,333
Other Land Buildings$599,154-$599,154
Other Assets Org$86,107--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,649,695$88,283▲ $1,131,361$0$5,547,805
2023$4,685,613$97,697▲ $180,128$47$4,649,695
2022$5,770,097$77,593▼ $846,910$45$4,685,613
2021$4,448,973$86,859▲ $1,505,604$146$5,770,097
2020$4,646,727$63,676▼ $1,069$6$4,448,973
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Ursula LivermoreChief Medical OfficerFT$270,300$40,574$310,874
Dr Marco RoumanChief Dental OfficerFT$225,300$51,314$276,614
Dr Lydia GoodsonDentistFT$191,825$46,074$237,899
Gary CollinsChief Executive Officer End 08/24FT$174,241$27,482$201,723
Dr Heather RickertsenPharmacistFT$146,506$37,258$183,764
Katie CampbellNurse PractitionerFT$138,948$32,529$171,477
Josh FeldmannDirector of Midwest Medical Pharmacy ServicesFT$143,292$27,668$170,960
Dr Kevin StingleyDentistPT$131,788$33,847$165,635
Jennifer RaberChief Financial Officer End 03/24FT$131,640$19,760$151,400

Board Members and Trustees

NameTitle
John McandrewBoard Chair Beg 09/24
Ronelle ClarkBoard Past Chair Beg 02/24
Ann DeckerBoard Past Chair End 12/23
Kenny GarlowBoard Vice Chair
Robin KennickerBoard Vice Chair
Mike WrightBoard Vice Chair Beg 02/24
America Westerband-vasquezBoard Member
Dan WhiteBoard Member
Derek OlberdingBoard Member
Mary Rose CorriganBoard Member
Kole GallickBoard Member Beg 01/24
Gail HoffmanBoard Member Beg 05/24
Matthew SchmidBoard Member End 08/24
Deb HickmonBoard Secretary
Lynee RobsonBoard Treasurer
Chad WolbersChief Executive Officer Beg 10/24

Highest Paid Contractors

ContractorServicesLocationCompensation
Damien Miller ConstructionConstruction917 Badger Rd, Hazel Green, WI 53811$1,545,464
Metx LLCReal Estate Development1690 ELM STREET, Dubuque, IA 52001$962,112
Inconcertcare INCInformation Technology500 SW 7TH STREET, Des Moines, IA 50309$571,311
Forvis Mazars LLPAccounting Services910 E ST LOUIS 200 PO BOX 1190, Springfield, MO 65806-2523$140,778
Robert Half InternationalConsultingPO box 743295, Los Angeles, CA 94583$140,156
Revenue and Support

Revenue Composition

Contributions and Grants
$3,706,395
Program Service Revenue
$18,445,495
Investment Income
$465,052
Other Revenue
$52,394
All Other Contributions
$799,018
Change in Net Assets
$-1,024,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,261,785
Revenue Not Reported on Financial Statements
$407,551
Revenue Not Reported on Form 990
$1,567,872
Other Revenue Adjustments
$338,255
Total Revenue per Audited Statements
$23,829,657
Total Revenue per Form 990
$22,669,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,824,473
Other Expenses$9,868,942
Total Fundraising Expense$253,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,738,676$2,457,273$95,652$10,291,601
Fees for Services Other$1,311,928$281,369$0$1,593,297
Other Employee Benefits$940,348$405,024$14,294$1,359,666
Depreciation Depletion$326,482$743,985-$1,070,467
Current Officers, Directors, Trustees, and Key Employees$587,488$353,123-$940,611
Payroll Taxes$615,894$219,088-$834,982
Office Expenses$142,921$191,375$143,781$478,077
Occupancy$362,016$74,408-$436,424
Pension Plan Contributions$282,230$115,383-$397,613
Fees for Services Accounting-$242,638-$242,638
Interest$193,404$47,398-$240,802
Advertising$20,964$184,063-$205,027
Information Technology$5,823$147,332-$153,155
Conferences and Meetings$67,029$82,528-$149,557
Insurance$21,657$79,627-$101,284
Fees for Service Investment Mgmnt Fees-$69,296-$69,296
Other Expenses$19,169$41,503-$60,672
Travel$12,893$27,298-$40,191
Fees for Services Legal$2,250$34,555-$36,805
Total Functional Expenses$17,518,720$5,920,968$253,727$23,693,415

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,693,415
Total Expenses per Audited Statements$23,642,295
Expenses per Audited Statements$23,624,119
Expenses Not Reported on Financial Statements$69,296
Expenses Not Reported on Form 990$18,176
Other Expense Adjustments$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
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rou Liability$4,651,130
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 35% controlled entity
No
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
Yes

Governance Explanations

Form 990, Part VI, Line 3 Delegation of management duties

Crescent community health center contracted both robert half international and dara groop consulting to carry out the roles of chief financial officer and chief executive officer until those positions could be filed by the organization.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is prepared by an independent accounting firm based on the audited financial statements and information provided by the accounting department of the organization. After to filing, the form 990 is submitted to the finance director of the organization, the finance committee and the full board.

Form 990, Part VI, Line 12C Conflict of interest policy

Board members shall provide full disclosure of potential conflicts of interest, including completing an initial conflict of potential or actual interest statement when appointed, and completing a conflict of potential or actual interest statement at least annually (january each year thereafter.) board members are required to disclose potential and/or actual conflicts of interest prior to specific board decisions. The board chairperson may ask persons with potential conflicts to not participate in discussions at the board meetings if an issue before the board is sensitive to allegations of conflict. No employee, officer or agent shall participate in the selection, award or administration of a contract supported by federal funds if a real or apparent conflict of interest would be involved. Such a conflict would arise when the employee, officer, or agent, or any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of the parties indicated herein, has a financial or other interest in the firm selected for an award. The officers, employees and agents of the recipient shall neither solicit nor accept gratuities, favors, or anything of monetary value from contractors, or parties to sub-agreements. However, recipients may set standards for situations in which the financial interest is not substantial or the gift is an unsolicited item of nominal value. The standards of conduct shall provide for disciplinary actions to be applied for violations of such standards by officers, employees or agents of the recipients.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The compensation of the organization's ceo, other officers, and key employees was reviewed by the personnel committee of the board of directors using comparative data from the iowa workforce development for dubuque county. In addition to comparative data from various national websites such as simplyhired.com, salarylist.com, and indeed.com, as well as the health associations of the iowa primary care association and the national association of community health centers. The review process was documented in the committee's minutes and occurred during numerous meetings in fiscal year 2024.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The compensation of the organization's ceo, other officers, and key employees was reviewed by the personnel committee of the board of directors using comparative data from the iowa workforce development for dubuque county. In addition to comparative data from various national websites such as simplyhired.com, salarylist.com, and indeed.com, as well as the health associations of the iowa primary care association and the national association of community health centers. The review process was documented in the committee's minutes and occurred during numerous meetings in fiscal year 2024.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public to be viewed on-site or to be mailed upon written request.

Filing and Contact Details

Filer

Filer Name
Crescent Community Health Center
EIN
48-1302204
Phone
5636902860
Address
1690 Elm St 300, Dubuque, IA 52001

Signing Officer

Name
Chad Wolbers
Title
Chief Executive Officer
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
203
Volunteers
15

Preparer

Firm
Forvis Mazars LLP
Address
910 E St Louis 200 PO Box 1190, Springfield, MO 65806-2523
Preparer
Krystal Creach
Phone
4178658701
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4 PROGRAM SERVICES

The organization provides primary healthcare services by physicians and allied health professionals, oral health services by dentists and dental hygienists, diagnostic laboratory services diagnostic x-ray services, preventive health services, patient case management, pharmacy services, referrals for ob, mental health, and substance abuse services, preventive and restorative dental services, and translation services.

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 1,559,983 including grants of $ 0)(Revenue $ 2,318,074) DURING THE FISCAL YEAR, THE HEALTH CARE CENTER PROVIDED BRAIN HEALTH SERVICES TO 7,168 PATIENTS. BRAIN HEALTH SERVICES INCLUDE: PSYCHIATRY, PSYCHOLOGY, COUNSELING, AND OTHER SERVICES.

Form 990, Part I, LIne 1

Organization's mission: crescent community health center is a local medical and dental clinic providing basic (primary) medical, oral and brain health care. Our doctors, dentists, nurse practitioners, dental hygienists and other staff offer high-quality and affordable care to anyone needing a medical and/or dental home. Our philosophy is to make you, the patient, the center of care and a partner in your treatment. The cost of our services for uninsured patients are figured on a sliding fee scale and discounted based upon the household income and size. We serve individuals and families who are uninsured, underinsured and those with various types of insurance. Patients from any area are welcomed to our practice. Value statements accessibility: we believe all individuals, regardless of ability to pay, should have access to quality healthcare services. Collaboration: we believe collaboration and affiliation with other providers/agencies will strengthen our program with regard to levels of care and breadth of services. Diversity and dignity: we value diversity and believe in the dignity of each person. Quality: we believe that the highest standard of care should be available for all. We exist to enhance and promote the health and well being of everyone through education, prevention and treatment. Advocacy: we will represent the people we serve and promote the right of everyone to receive the highest quality health care available. Service: we believe every aspect of our services provided by a caring staff should reflect that meeting the needs of each patient is paramount to the dignity of each person. Support: we believe individuals and families are successful with community support, and our communities can and should work together for the needs of all in the tri-state area.

Financial Statement Notes

Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part V, Line 4 Intended uses of endowment funds

Community foundation of greater dubuque, an unrelated organization, holds endowment funds which include monies donated to be used for specific expenses and the income from each fund is to be spent on specific services and program functions on a fund by fund basis. Crescent community health center endowment's intended use is for the support of public, charitable, scientific, literary and educational programs of crescent community health center. Diabetes fund for crescent community health center endowment's intended use is support the diabetes program at crescent community health center.

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

Net assets released from restrictions - 306981

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

Temporarily restricted contributions - 341460 loss on disposal of fixed assets - -3205

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

Loss on disposal of fixed assets - 3205

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