2025-12-18T12:11:53-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-04-01 570803696 PRIMARY CARE ASSOCIATION OF SC INC PRIM 8037882778 3 TECHNOLOGY CIRCLE COLUMBIA SC 29203 VICKI YOUNG PHD CEO 8037882778 2025-12-18 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-12-18 2024 2025-03-06 01:10:19Z VICKI YOUNG PHD 3 TECHNOLOGY CIRCLE COLUMBIA SC 29203 6494141 0 X SCPHCA.ORG X 1979 SC TO PROVIDE UNIFIED SUPPORTIVE INFRASTRUCTURE THAT FACILITATES ACCESS TO COMMUNITY BASED PRIMARY, BEHAVIORAL AND OTHER HEALTH CARE SERVICES TO EVERY COMMUNITY IN SOUTH CAROLINA. 23 23 21 22 0 0 5938719 5297204 0 0 63810 75576 1002299 1121361 7004828 6494141 0 4584 0 0 1911654 2158119 0 0 0 5104828 4191850 7016482 6354553 -11654 139588 4993963 4836476 1172781 1095592 3821182 3740884 X TO PROVIDE UNIFIED, SUPPORTIVE INFRASTRUCTURE THAT FACILITATES ACCESS TO COMMUNITY BASED PRIMARY, BEHAVIORAL AND OTHER HEALTH CARE SERVICES TO EVERY COMMUNITY IN SOUTH CAROLINA. 0 1 2325250 4320 1121361 AS THE DESIGNATED PRIMARY CARE ASSOCIATION FOR THE STATE OF SOUTH CAROLINA, SCPHCA PROVIDES TRAINING, TECHNICAL ASSISTANCE, AND SUPPORT TO COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY-BASED SAFETY NET PROVIDERS, IN THE AREAS OF CHRONIC DISEASE MANAGEMENT, IMPROVING ACCESS TO CARE, PATIENT OUTCOMES, INTIMATE PARTNER VIOLENCE, MATERNAL HEALTH, AND POPULATION HEALTH. SCPHCA FURTHER PROVIDES WORKFORCE SUPPORT INCLUDING RECRUITMENT AND RETENTION AND HEALTH PROFESSIONALS EDUCATION/TRAINING, HEALTH CENTER LEADER AND BOARD SUPPORT, AND HELPS IMPROVE HEALTH CENTERS' FINANCIAL SUSTAINABILITY BY OFFERING REVENUE CYCLE MANAGEMENT TRAINING AND GUIDANCE TO HEALTH CENTERS ON ADAPTING TO CHANGES IN THE HEALTHCARE FUNDING AND REGULATORY LANDSCAPE. SCPHCA HOSTED ITS CLINICAL NETWORK RETREAT WITH 284 ATTENDEES, CHC BILLING AND CODING BOOTCAMP WITH 77 ATTENDEES, ANNUAL CONFERENCE AND BOARD GOVERNANCE RETREAT WITH 242 ATTENDEES, AND SEA RETREAT WITH 229 ATTENDEES, MANY OF WHICH OFFERED CONTINUING EDUCATION CREDITS TO VARIOUS STAFF IN ATTENDANCE. THESE CONFERENCES INCLUDED CLINICAL TOPICS, PHARMACY, REVENUE CYCLE (INCLUDING CERTIFICATION OPPORTUNITIES), FINANCIAL, BOARD GOVERNANCE, DENTAL, OUD, INTEGRATED BEHAVIORAL HEALTH, CLINICAL QUALITY MEASURES, PATIENT ENGAGEMENT, CUSTOMER SERVICE, USE OF TECHNOLOGY, SUCCESSION PLANNING, AND WORKFORCE ENGAGEMENT AND RETENTION. IN ADDITION TO THOSE TRAINING AND NETWORKING OPPORTUNITIES, SCPHCA HOSTS MONTHLY OR QUARTERLY (VIRTUALLY OR IN PERSON) MEETINGS FOR VARIOUS GROUPS INCLUDING CMO, PHARMACY, CFO, REVENUE CYCLE, HCCN, INDIVIDUAL EHR USER GROUPS, UDS, VBC, WORKFORCE DEVELOPMENT, RYAN WHITE, ORAL HEALTH, OUTREACH, COMMUNICATIONS, BEHAVIORAL HEALTH, TELEHEALTH, NURSING DIRECTORS, CLINICAL QUALITY, MATERNAL HEALTH (LEARNING COMMUNITY), SPECIAL POPULATIONS, AND EMERGENCY PREPAREDNESS AND HOSTS COMMUNITY MESSAGE BOARDS TO DISSEMINATE INFORMATION AND ENCOURAGE PARTICIPANTS TO SHARE BEST PRACTICES. 1630625 264 SCPHCA OPERATES A HEALTH CENTER VOUCHER PROGRAM, PARTNERING WITH HEALTH CENTERS AND OTHER HEALTHCARE PROVIDERS ACROSS THE STATE OF SOUTH CAROLINA TO PROVIDE ELIGIBLE FARM WORKERS AND THEIR FAMILIES WITH ACCESS TO COMPREHENSIVE MEDICAL, DENTAL, BEHAVIORAL HEALTH, VISION, PHARMACY, AND ENABLING SERVICES. PER 2024 UDS REPORTING, THE HEALTH CENTER PROGRAM PROVIDED 9,991 CLINICAL ENCOUNTERS TO 1,974 PATIENTS, EXCEEDING THE PATIENT TARGET AND IMPROVED IN NINE (9) UDS CLINICAL OUTCOME MEASURES FOR THE FARMWORKER PATIENTS WE SERVE. DEVELOPED A REFERRAL PARTNERSHIP WITH A LOCAL NON-PROFIT THAT SUPPLIES MENSTRUAL EDUCATION AND ESSENTIAL SUPPLIES AND A GROUP OF OPHTHALMOLOGISTS WHO PROVIDE EYE SURGERIES AND OTHER ADVANCED OPHTHALMOLOGIC CARE/SERVICES FREE OF CHARGE TO THOSE IN NEED. 914790 SCPHCA IS THE HEALTH CENTER CONTROLLED NETWORK GRANTEE FOR THE STATE OF SOUTH CAROLINA. THROUGH THE HCCN PROGRAM, NINETEEN PARTICIPATING HEALTH CENTERS RECEIVE SUPPORT FOR EMERGING HEALTH INFORMATION TECHNOLOGY (HIT), QUALITY IMPROVEMENT, DATA ANALYTICS, AND PATIENT ENGAGEMENT. USING TECHNOLOGY AND THESE STRATEGIC OBJECTIVES, THE HCCN HELPS TO IDENTIFY CLINICAL QUALITY MEASURES THAT NEED TO BE ADDRESSED FOR TARGET PATIENT POPULATIONS EARLY IN THE YEAR ENABLING PROACTIVE OUTREACH TO THOSE PATIENTS MOST IN NEED. THE HCCN FURTHER APPLIES TECHNOLOGY TO REDUCE PROVIDER BURDEN AND INCREASE PATIENT ENGAGEMENT AND SATISFACTION, THEREBY PREPARING HEALTH CENTERS FOR PARTICIPATION IN VALUE-BASED CARE DELIVERY MODELS WHILE BUILDING RESILIENCE FOR THE FUTURE. DURING THE GRANT PERIOD AUGUST 1, 2022 TO JULY 31, 2025, THE HCCN GRANT SAVED PARTICIPATING HEALTH CENTERS MORE THAN $1M FOR DATA ANALYTICS AND REPORTING INFRASTRUCTURE AND AI-ENABLED HEALTH QUALITY IMPROVEMENT MODELS THROUGH SHARED SERVICE AND STRATEGIC PURCHASING AGREEMENTS. THE HCCN PARTNERED WITH TWO (2) SOUTH CAROLINA MANAGED CARE ORGANIZATIONS (MCOS) THAT COVERED IMPLEMENTATION AND ONGOING SUBSCRIPTION COSTS FOR PARTICIPATING HEALTH CENTERS' ACCESS TO A PAYER INTEGRATION MODULE TO: RECONCILE DIFFERENCES BETWEEN PAYER-ATTRIBUTED MEMBERS AND UDS PATIENT PANELS; SUPPORT HEDIS AND VALUE-BASED CARE PERFORMANCE WITH UP-TO-DATE INSIGHTS; IMPROVE COLLABORATION ACROSS THE CARE CONTINUUM TO IMPROVE CARE COORDINATION FOR HIGH-RISK PATIENTS THROUGH SHARED DATA UTILIZATION; AND, STREAMLINING REPORTING BY ALIGNING PAYER AND PROVIDER DATA ACROSS POPULATION HEALTH METRICS WHILE ALSO CLOSING THE LOOP FOR VALUE-BASED CONTRACTS. BUILDING ON THE WORK ACCOMPLISHED DURING SCPHCA'S DESIGNATION AS THE HCCN FOR SOUTH CAROLINA, THE HCCN WILL WORK WITH TWENTY HEALTH CENTERS IN THE STATE TO ADDRESS THE OBJECTIVES IN THE NEXT ITERATION OF THIS PROGRAM INCLUDES DATA MANAGEMENT AND ANALYTICS, INTEROPERABILITY AND DATA SHARING, UDS MODERNIZATION, VALUE-BASED CARE READINESS, ARTIFICIAL INTELLIGENCE AND EMERGING TECHNOLOGIES, AND CYBERSECURITY. 801469 ALL OTHER PROGRAM SERVICES. 801469 5672134 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X LISA B ALLEN 8037882778 3 TECHNOLOGY CIRCLE COLUMBIA SC 29203 ANN LEWIS BOARD CHAIR 1.00 X X 0 0 0 STEWART BARRE MD IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 PAMELA DAVIS BOARD VICE CHAIR 1.00 X X 0 0 0 ANNIE BROWN TREASURER 1.00 X X 0 0 0 ARETHA POWERS DHA SECRETARY 1.00 X X 0 0 0 ASHLEY BARNES PHD MEMBER 1.00 X 0 0 0 DONALD BRANUM MEMBER 1.00 X 0 0 0 ERNEST BROWN MEMBER 1.00 X 0 0 0 DELGADO CANTAVE MEMBER 1.00 X 0 0 0 BRANDON GAFFNEY MEMBER 1.00 X 0 0 0 SANDRA GILLIARD MEMBER 1.00 X 0 0 0 CARL HUMPHRIES MEMBER 1.00 X 0 0 0 MARLON HUNTER MEMBER 1.00 X 0 0 0 SANTINA MAYO MEMBER 1.00 X 0 0 0 HEATHER MCCUTCHEON MEMBER 1.00 X 0 0 0 FAITH POLKEY MD MEMBER 1.00 X 0 0 0 MARK RAJKOWSKI MEMBER 1.00 X 0 0 0 ERIC SCHLUETER MD CLINICAL REP 1.00 X 0 0 0 VICKI THOMPSON MEMBER 1.00 X 0 0 0 SUE VEER MEMBER 1.00 X 0 0 0 STAN WARDLAW MEMBER 1.00 X 0 0 0 GLORIA WARNER MEMBER 1.00 X 0 0 0 KIM WEATHERFORD MEMBER 1.00 X 0 0 0 VICKI YOUNG CEO (AS OF 6/24) 40.00 X 207463 0 25893 LISA B ALLEN CFO 40.00 X 31095 0 1290 CARLO VICTORIANO CPO 40.00 X 124573 0 16259 SHALETTA MILLER CAO 40.00 X 120765 0 15605 LATHRAN WOODARD FORMER CEO (AS OF 12/31/23) 0.00 X 143840 0 667 627736 0 59714 3 1 1 0 0 108100 5189104 5297204 75576 75576 OTHER CONTRACT REVENUE 611710 636218 636218 CONFERENCES AND SEMINA 611710 485143 485143 1121361 6494141 1121361 0 75576 X 4320 4320 264 264 322749 302479 20270 1096805 1027921 68884 40801 30740 10061 580971 456689 124282 116793 92326 24467 3305 2757 548 53315 44469 8846 72000 72000 2762456 2688830 73626 8700 3727 4973 199126 193654 5472 163602 120742 42860 98480 93214 5266 580198 549170 31028 890 890 71182 71182 22277 1133 21144 OTHER OPERATING EXPENSE 89086 27319 61767 MEMBERSHIP DUES 26337 19540 6797 SERVICE FEES 24966 12840 12126 BAD DEBT 15930 0 15930 6354553 5672134 682419 0 0 124138 2226306 2546181 1509874 922061 64727 120730 1832846 790382 1084719 1042464 108337 80902 4993963 4836476 848863 816575 217625 198115 106293 80902 1172781 1095592 X 3821182 3740884 3821182 3740884 4993963 4836476 X 139588 -219886 X X 0 1 X 1 1 1 X 4678523 5696042 5835182 5938719 5297204 27445670 4678523 5696042 5835182 5938719 5297204 27445670 27445670 13917 1809 15089 63810 75576 170201 1069850 1098487 979031 1002299 1121361 5271028 32886899 0.83450 0.83210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 1,069,850. 2021 AMOUNT: $ 1,098,487. 2022 AMOUNT: $ 979,031. CONFERENCES AND SEMINARS - 2023 AMOUNT: $ 373,995. 2024 AMOUNT: $ 485,143. CONTRACTUAL AND CONSULTATION FEES - 2023 AMOUNT: $ 621,824. 2024 AMOUNT: $ 636,218. CREDENTIALING - 2023 AMOUNT: $ 6,480. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 72000 0 1 999 72999 0 PART II-B, LINE 1 LOBBYING ACTIVITIES: THE ORGANIZATION ENGAGES A PROFESSIONAL LOBBYIST TO ADVOCATE ON STATE LEGISLATIVE ISSUES THAT ARE IMPORTANT TO THE ORGANIZATION AND ITS MEMBERS. DURING THE YEAR, A MEMBER OF THE ORGANIZATION'S STAFF LOBBIED ON BEHALF OF THE ORGANIZATION. IT IS ESTIMATED THAT 1% OF THE STAFF MEMBER'S TIME AND SALARY, $999, WAS RELATED TO LOBBYING EFFORTS. 277500 277500 1237251 494619 742632 318095 295763 22332 1042464 LEASE LIABILITY 80902 80902 X 6494141 0 6494141 0 6494141 6354553 0 6354553 0 6354553 PART X, LINE 2: THE ASSOCIATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES, AND IS NOT A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO UNRELATED BUSINESS INCOME HAS BEEN REPORTED BY THE ASSOCIATION ON THE ANNUAL IRS FORM 990 IN THE LAST THREE YEARS, WHICH REMAIN OPEN AND SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ALL TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. X X X 1 0 0 0 0 0 0 0 0 VICKI YOUNG CEO (AS OF 6/24) 207463 0 0 0 0 0 9649 0 16244 0 233356 0 0 0 LATHRAN WOODARD FORMER CEO (AS OF 12/31/23) 143840 0 0 0 0 0 667 0 0 0 144507 0 0 0 PART I, LINE 4A NAME: LATHRAN WOODARD, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $87,500. PLAN DESCRIPTION: THE ASSOCIATION RECORDED $350,000 IN SEVERANCE EXPENSES IN JUNE 2024 WITH 4 EQUAL INSTALLMENTS OF $87,500 TO BE MADE, ONE OF WHICH WAS MADE BEFORE DECEMBER 31, 2024. FORM 990, PART III, LINE 3 THE ASSOCIATION'S NAVIGATOR GRANT ENDED IN AUGUST 2024 THUS, THE CONTRACTS WITH COMMUNITY HEALTH CENTERS THROUGHOUT THE STATE OF SOUTH CAROLINA FOR OUTREACH AND ENROLLMENT SERVICES WERE PHASED OUT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF MEMBERS FROM THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF DIRECTORS IS MADE UP OF THE CEO/ED OF EACH ORGANIZATIONAL MEMBER AND A CLINICAL REPRESENTATIVE, AS PRESCRIBED BY SCPHCA'S BYLAWS. MS. GLORIA WARNER, INTERIM CEO OF COOPERATIVE HEALTH CENTER, BOARD MEMBER, MAINTAINED A BUSINESS RELATIONSHIP WITH DR. ERIC SCHLUETER, CMO OF COOPERATIVE HEALTH CENTER, CLINICAL REPRESENTATIVE. ALTHOUGH EACH OF THESE INDIVIDUALS IS EMPLOYED BY THE SAME ORGANIZATION, THEY PROVIDE THE BOARD OF DIRECTORS WITH DIVERSE AND NEEDED PERSPECTIVES. FORM 990, PART VI, SECTION A, LINE 6 SOUTH CAROLINA PRIMARY HEALTH CARE ASSOCIATION IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP IS COMPRISED OF SECTION 330 OF THE PUBLIC HEALTH SERVICE ACT GRANTEES AND OTHER LIKE-MISSION ORIENTED ENTITIES AND INDIVUDALS INTERESTED IN IMPROVING ACCESS TO HEALTH CARE SERVICES TO ALL PEOPLE THROUGHOUT THE STATE OF SOUTH CAROLINA. FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE BY-LAWS OF THE SC PRIMARY HEALTH CARE ASSOCIATION, ALL ORGANIZATIONAL MEMBERS IN GOOD STANDING ARE ELIGIBLE TO HOLD A SEAT ON THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL CONSIST OF ONE (1) AUTHORIZED REPRESENTATIVE OF EACH ORGANIZATIONAL MEMBER, WHO SHALL BE ITS CHIEF EXECUTIVE OFFICER OR EXECUTIVE DIRECTOR, PROVIDED THE ORGANIZATION IS IN GOOD STANDING, AND ONE (1) CLINICAL REPRESENTATIVE. FORM 990, PART VI, SECTION B, LINE 11B A PRELIMINARY DRAFT OF THE FORM 990 WITH APPLICABLE REQUIRED SCHEDULES AND OTHER INFORMATION WAS PREPARED AND SUBMITTED TO THE ASSOCIATION'S MANAGEMENT FOR REVIEW. SUBSEQUENT TO MANAGEMENT'S REVIEW, A COPY OF THE PRELIMINARY DRAFT OF THE FORM 990 WITH APPLICABLE SCHEDULES WAS DISTRIBUTED TO THE BOARD FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO SUBMISSION OF THE FINAL VERSION TO THE IRS AND THE STATE OF SOUTH CAROLINA COMPTROLLER GENERAL'S OFFICE. FORM 990, PART VI, SECTION B, LINE 12C SCPHCA MAINTAINS EFFECTIVE INTERNAL CONTROLS OVER CASH RECEIPTS AND DISBURSEMENTS. MONTHLY THESE CONTROLS ARE MONITORED FOR COMPLIANCE THROUGH FINANCIAL REPORTING AND THE DISCLOSURE OF ALL FINANCIAL TRANSACTIONS TO THE BOARD FINANCE COMMITTEE, THEN TO THE FULL BOARD. THIS ASSISTS WITH THE AVOIDANCE OF EVENTS OR CIRCUMSTANCES THAT COULD VIOLATE THE SCPHCA CONFLICT OF INTEREST POLICY. IN ACCORDANCE WITH THE SCPHCA BY-LAWS, CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY AND ANY DUALITY OF INTEREST OR POSSIBLE CONFLICTS MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, MANAGEMENT AND ALL OTHER STAFF IS UPDATED EVERY THREE (3) YEARS BY AN EXTERNAL ORGANIZATION THROUGH A COMPENSATION STUDY. THE PROCESS OF APPROVING NEW COMPENSATION SCALE IS DONE IN ACCORDANCE WITH THE BOARD-APPROVED POLICIES OF THE SCPHCA. THIS PROCESS, LAST COMPLETED IN 2023, ENSURES THAT SALARIES ARE CONSISTENT AND COMPETITIVE WITH THE INDUSTRY STANDARDS. CEO COMPENSATION WAS REVIEWED DURING 2024 AS THE ASSOCIATION RECRUITED FOR AND FILLED THIS POSITION. THIS INCLUDED INDEPENDENT REVIEW, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION MAKING PROCESSES. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE FEDERAL FORM 990 WITH ALL APPLICABLE SCHEDULES AND OTHER FINANCIAL INFORMATION IS SUBMITTED TO THE STATE OF SOUTH CAROLINA PUBLIC CHARITIES DIVISION. ONCE RECEIVED AND PROCESSED, THIS INFORMATION IS MADE AVAILABLE FOR PUBLIC ACCESS BY THE PUBLIC CHARITIES DIVISION OF THE STATE OF SOUTH CAROLINA TO SATISFY THE STATE'S REPORTING AND DISCLOSURE REQUIREMENTS. FORM 990, PART IX, LINE 11G OTHER PROF SERVICES: PROGRAM SERVICE EXPENSES 2,688,830. MANAGEMENT AND GENERAL EXPENSES 73,626. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,762,456. FORM 990, PART XI, LINE 9: RESTATEMENT OF PRIOR PERIOD REVENUE -219,886. FORM 990, PART XII, LINE 2C: THE AUDITOR SELECTION AND OVERSIGHT PROCESS IS UNCHANGED FROM THE PRIOR YEAR.