2023-12-22T09:37:02-06:00 2023-08-31 251622758 MAHER DUESSEL CPA'S 3003 NORTH FRONT STREET SUITE 1010 HARRISBURG PA 17110 990 2022-09-01 251381800 THE PRIMARY HEALTH NETWORK PRIM 7243423002 63 PITT STREET PO BOX 716 SHARON PA 16146 CARL A SIZER CHIEF FINANCIAL OFFICER 7243423002 2023-12-22 1 CARL SIZER XXX-XX-XXXX 0 LISA RITTER P00168809 7172321230 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARL A SIZER 63 PITT STREET PO BOX 716 SHARON PA 16146 105190942 0 X WWW.PRIMARY-HEALTH.NET X 1984 PA OUR MISSION IS TO ENHANCE THE HEALTH AND WELL-BEING OF OUR COMMUNITY BY FOSTERING TRUST, HONORING DIVERSITY, AND ENSURING INCLUSIVE AND EQUITABLE ACCESS TO HEALTHCARE THAT IS BOTH COMPASSIONATE AND EXCEPTIONAL. 14 14 754 14 0 0 17899972 16338478 80384600 83940203 362828 2012154 2139489 2485524 100786889 104776359 0 0 0 0 51182469 53835199 0 0 0 36491159 39854607 87673628 93689806 13113261 11086553 102935360 125923446 17592593 30187675 85342767 95735771 X ESTABLISHED IN 1984, PRIMARY HEALTH NETWORK (PHN) IS RECOGNIZED AS ONE OF PENNSYLVANIA'S LEADING COMMUNITY HEALTH CENTERS, DELIVERING ON THE TRANSFORMATIONAL MODEL OF HEALTHCARE AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC). AS THE LARGEST FQHC IN PENNSYLVANIA AND AMONG THE NATION'S TOP-RANKING, PHN IS DEDICATED TO PROVIDING EXCEPTIONAL, NON-DISCRIMINATORY PRIMARY AND SPECIALIZED CARE TO DIVERSE COMMUNITIES. WITH AN UNWAVERING COMMITMENT TO INCLUSIVITY AND QUALITY, WE IMPACT OVER 75,000 LIVES ANNUALLY, CHAMPIONING EQUITABLE HEALTHCARE ACCESS, REGARDLESS OF FINANCIAL CAPACITY. 0 0 45520295 49763155 MEDICAL AND BEHAVIORAL HEALTH SERVICES ARE PROVIDED REGARDLESS OF THE PATIENT'S ABILITY TO PAY. SERVICES INCLUDE, PRIMARY CARE, BEHAVIORAL HEALTH, CHIROPRACTIC, COLLABORATIVE CARE, FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS/GYNECOLOGY, MOBILE HEALTH, PEDIATRICS, PODIATRY, PSYCHIATRY, AND WOMEN'S HEALTH. A SLIDING FEE DISCOUNT PROGRAM IS AVAILABLE TO DISCOUNT QUALIFYING PATIENTS SERVICES. 15560359 28801712 THE 340B DISCOUNT MEDICATION PROGRAM HELPS TO PROVIDE AFFORDABLE MEDICATIONS FOR QUALIFYING PATIENTS AND ENABLES PHN TO FULFILL ITS MISSION BY PROVIDING MORE COMPREHENSIVE SERVICES IN ITS SERVICE AREA, WHICH INCLUDES UNDERSERVED, RURAL, AND URBAN COMMUNITIES. 5797881 4452110 DENTISTRY SERVICES ARE PROVIDED REGARDLESS OF THE PATIENT'S ABILITY TO PAY. SERVICES INCLUDE GENERAL DENTISTRY, PERIODONTAL THERAPY (HYGIENE), AND ORAL AND MAXILLOFACIAL SURGERY. A SLIDING FEE DISCOUNT PROGRAM IS AVAILABLE TO DISCOUNT QUALIFYING PATIENTS SERVICES. 923226 OTHER PROGRAMS 923226 66878535 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 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 1 1 0 0 0 1 18 0 754 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X FINANCE DEPARTMENT 7243420126 118 VINE AVENUE SHARON PA 16146 JO ANNE CARRICK CHAIR 1.00 X X 0 0 0 ANTHONY KOS VICE CHAIR 1.00 X X 0 0 0 REBEKAH FLANDERS TREASURER 1.00 X X 0 0 0 DAN BELL SECRETARY 1.00 X X 0 0 0 DANIEL BLOUGH DIRECTOR 1.00 X 0 0 0 NANDA CHUWAN DIRECTOR 1.00 X 0 0 0 KAVON WRIGHT DIRECTOR 1.00 X 0 0 0 PATRICK JONES DIRECTOR 1.00 X 0 0 0 LIZETTE OLSON DIRECTOR 1.00 X 0 0 0 THOMAS SCOTT DIRECTOR 1.00 X 0 0 0 JEFF BAUGHMAN DIRECTOR 1.00 X 0 0 0 BETH ANN WHITE DIRECTOR 1.00 X 0 0 0 DANA REEHER DIRECTOR 1.00 X 0 0 0 JENNIFER WINCHESTER DIRECTOR 1.00 X 0 0 0 GEORGE GARROW MD CHIEF EXECUTIVE OFFICER 40.00 X 306314 0 46160 CARL SIZER CHIEF FINANCIAL OFFICER 40.00 X 155407 0 28392 JENNIE SLABE CHIEF INFORMATION OFFICER 40.00 X 197382 0 35744 JOSEPH MONTONE CHIEF OPERATIONS OFFICER 40.00 X 203525 0 36348 JENNIFER WISE VP OF CLINICAL SERVICES 40.00 X 158592 0 36519 ANGELA HOGUE MD CHIEF MEDICAL OFFICER 40.00 X 284345 0 29035 RAMSEY AHMED MD PSYCHIATRIST 40.00 X 417536 0 38527 HARSHARD PATEL MD PSYCHIATRIST 40.00 X 471484 0 46960 SUJATHA PANDIAN MD PSYCHIATRIST 40.00 X 446747 0 27000 KEVIN DUMPE MD OBSTETRICIAN/GYNECOLOGIST 40.00 X 360330 0 43713 KANTHI MENON MD PSYCHIATRIST 40.00 X 355072 0 40643 3356734 0 409041 12 0 1 0 BRETTON WALBERG PO BOX 395 JAMESTOWN PA 16134 PHARMACY 4311541 RDI 4350 GLENDALE-MILFORD ROAD SUITE 2 CINCINNATI OH 45242 IT SERVICES 1348819 MEMAW INC 958 SHENANGO ROAD BEAVER FALLS PA 15010 PHARMACY 923266 FOX ROTHSCHILD LLP 500 GRANT STREET SUITE 2500 PITTSBURGH PA 15219 LEGAL SERVICES 913977 VIRTUAL OFFICEWARE INC 2000 CLIFF MINE RD 510 CORAOPOLIS PA 15108 SOFTWARE SERVICES 815099 22 16338478 16338478 NET PATIENT SERVICE RE 900099 83272347 83272347 CONTRACTED SERVICES 900099 667856 667856 83940203 2049575 2049575 2500318 287664 2212654 2212654 2212654 89498 0 126919 89498 -126919 -37421 -37421 MISCELLANEOUS 900099 153682 153682 INSURANCE RECOVERIES 900099 119188 119188 272870 104776359 83940203 0 4497678 461721 461721 42403647 30534976 11868671 1081213 745812 335401 6855175 4385775 2469400 3033443 2146576 886867 834250 834250 72559 72559 324696 37778 286918 389597 161254 228343 2677533 1335088 1342445 4319115 2336512 1982603 600696 166317 434379 46009 46009 1081858 287664 794194 2787005 1561823 1225182 424298 7337 416961 PHARMACY 18010350 18010350 BAD DEBT 1599327 1599327 CONTRACTED SERVICES 1411257 938906 472351 HOUSEKEEPING 1353672 1087378 266294 3922385 1535662 2386723 93689806 66878535 26811271 0 42644526 2790286 3543879 51575929 8241083 7639463 564515 892495 759822 780040 43522471 20027987 21782733 23494484 14366302 14952701 11032500 23798048 102935360 125923446 6563834 6571453 3508732 2925000 2224680 2572860 5295347 18118362 17592593 30187675 X 85237286 95228370 105481 507401 85342767 95735771 102935360 125923446 X 11086553 43740 -582905 -154384 X X 0 1 X 1 1 1 X 10946067 13789263 20735058 17899972 16338478 79708838 10946067 13789263 20735058 17899972 16338478 79708838 79708838 195922 163358 31488 238901 2049575 2679244 -29635 -29635 451520 75262 591462 124053 272870 1515167 83873614 383133085 0.95030 0.96900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 451,520. 2019 AMOUNT: $ 75,262. 2020 AMOUNT: $ 591,462. 2021 AMOUNT: $ 124,053. 2022 AMOUNT: $ 272,870. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 459754 459754 22382493 8319838 14062655 5985134 3420625 2564509 12463379 7438446 5024933 2231711 849078 1382633 23494484 AGENCY FUND INVESTMENTS 74044 INVESTMENTS IN AFFILIATES 11936794 RIGHT OF USE ASSETS 11787210 23798048 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 5795347 INTEREST RATE SWAP LIABILITY 4162 OPERATING LEASE LIABILITY 12318853 18118362 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 HARSHARD PATEL MD PSYCHIATRIST 471484 0 0 0 0 0 27000 0 19960 0 518444 0 0 0 SUJATHA PANDIAN MD PSYCHIATRIST 446747 0 0 0 0 0 27000 0 0 0 473747 0 0 0 RAMSEY AHMED MD PSYCHIATRIST 417536 0 0 0 0 0 20496 0 18031 0 456063 0 0 0 KEVIN DUMPE MD OBSTETRICIAN/GYNECOLOGIST 360330 0 0 0 0 0 27000 0 16713 0 404043 0 0 0 KANTHI MENON MD PSYCHIATRIST 355072 0 0 0 0 0 12000 0 28643 0 395715 0 0 0 GEORGE GARROW MD CHIEF EXECUTIVE OFFICER 306314 0 0 0 0 0 26000 0 20160 0 352474 0 0 0 ANGELA HOGUE MD CHIEF MEDICAL OFFICER 284345 0 0 0 0 0 20500 0 8535 0 313380 0 0 0 JOSEPH MONTONE CHIEF OPERATIONS OFFICER 203525 0 0 0 0 0 27000 0 9348 0 239873 0 0 0 JENNIE SLABE CHIEF INFORMATION OFFICER 197382 0 0 0 0 0 11739 0 24005 0 233126 0 0 0 JENNIFER WISE VP OF CLINICAL SERVICES 158592 0 0 0 0 0 7826 0 28693 0 195111 0 0 0 CARL SIZER CHIEF FINANCIAL OFFICER 155407 0 0 0 0 0 20500 0 7892 0 183799 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PRIMARY HEALTH NETWORK HAS A CPA FIRM PREPARE ITS FORM 990. THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE FORM IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS AT ANY TIME UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED TO BE COMPLETED ANNUALLY BY ALL EMPLOYEES AND DIRECTORS. DISCLOSURES ARE REVIEWED BY THE CHIEF COMPLIANCE OFFICER AND THE CHIEF EXECUTIVE OFFICER TO DETERMINE IF CONFLICTS EXIST. A PLAN TO MANAGE EACH IDENTIFIED REAL, POTENTIAL, OR PERCEIVED CONFLICT IS CREATED. A SUMMARY OF ALL IDENTIFIED REAL, POTENTIAL, OR PERCEIVED CONFLICT AND THEIR MANAGEMENT PLANS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. APPROPRIATE CHANGES ARE MADE, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS DETERMINED BASED ON SURVEYS AND PUBLICATIONS FROM PRIMARY HEALTH NETWORK'S STATE AND NATIONAL ASSOCIATION, AND INDEPENDENT ASSOCIATIONS WITHIN THE HEALTH CARE INDUSTRY. COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 PRIMARY HEALTH NETWORK MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME PRIMARY HEALTH NETWORK DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN FV OF SWAP -154,384. NET ASSET TRANSFER TO AFFILIATE PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHN CHARITABLE FOUNDATION 55 PITT STREET SHARON PA 16146 412188011 SUPPORT PROGRAMS THAT INCREASE ACCESS TO HEALTHCARE SERVICES PA 501(C)(3) LINE 3 THE PRIMARY HEALTH NETWORK 1 PUNXSUTAWNEY MSF LLC 63 PITT STREET SHARON PA 16146 460584749 INVESTMENT COMPANY PA 311752 4640248 0 0 0.50000 SHARON MSF 63 PITT STREET SHARON PA 16146 471604302 INVESTMENT COMPANY PA 62551 9345631 0 0 0.50000 PALU INVESTMENT GROUP LTD 63 PITT STREET SHARON PA 16146 271971298 INVESTMENT COMPANY PA THE PRIMARY HEALTH NETWORK C -177670 486708 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 PUNXSUTAWNEY MSF LLC K 531300 FMV SHARON MSF LLC K 0 FMV PHN CHARITABLE FOUNDATION K 357299 FMV PHN CHARITABLE FOUNDATION P 199513 FMV PHN CHARITABLE FOUNDATION P 3375 FMV PUNXSUTAWNEY MSF LLC R 770107 FMV SHARON MSF LLC R 729000 FMV