2024-08-30T09:40:53-05:00 2023-12-31 STOCKMAN KAST RYAN & CO LLP 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990 2023-01-01 840617567 PEAK VISTA COMMUNITY HEALTH CENTERS % PEAK VISTA CHC PEAK 7193446188 3205 N ACADEMY BLVD Suite 130 COLORADO SPRINGS CO 80917 Emily Ptaszek President & CEO 7193443188 2024-05-15 true true DOREEN B MERZ P00841439 7196301186 2023 2024-08-08 14:25:15Z Emily Ptaszek 3205 N ACADEMY BLVD130 CO SPGS CO 80917 112052379 false X www.peakvista.org X 1971 CO To provide exceptional healthcare to people facing access barriers through clinical programs and education. CONT ON SCH O 14 14 1063 37 163678 147293 28266373 26141523 64401725 68053435 276150 1176936 14399967 16274989 107344215 111646883 0 0 0 0 68142576 76783879 0 0 233579 34575296 34373435 102717872 111157314 4626343 489569 112454124 110558838 29863487 27036090 82590637 83522748 X TO PROVIDE EXCEPTIONAL HEALTHCARE TO PEOPLE FACING ACCESS BARRIERS THROUGH CLINICAL PROGRAMS AND EDUCATION, SERVING OVER 90,000 PEOPLE LIVING IN THE PIKES PEAK AND EAST CENTRAL REGIONS OF COLORADO THROUGH 28 HEALTH CENTERS SPREAD ACROSS 20 SERVICE LOCATIONS. false false 73772530 0 71420827 Primary Care: Peak Vista served 74,214 patients with 279,575 total visits in 2023. Of these visits, 219,920 were medical encounters, 31,013 were dental visits, and 28,642 were behavioral health services. CONTINUED ON SCH O 13151472 0 7867521 Dental: Peak Vista served dental patients in 2023 with 31,013 visits. Dental visits occur in Family Health Centers and our Main Dental Center. Dental hygienist services are also integrated into our Pediatric Health Centers. 7090946 0 4856586 Homeless: The Homeless program provides primary medical, dental care, and integrated behavioral health care. Peak Vista served 1,027 patients experiencing homelessness in 2023. Our homeless services are located adjacent to community partners to better serve those experiencing homelessness. 94014948 true true false true false false false false false true true false false false true true false true false false false false false false true false false false false true true false false false false false false false false false false true false false false false false false false false true 79 0 1063 true true true false false false false true true false false false false false false X 14 14 false false true false false false false true true false false true true true true true true true true false CO X PEAK VISTA CHC 7193446188 3205 N ACADEMY BLVDSTE 130 CO SPGS CO 80917 X Peter A Liehr Physician 40.0 0.0 X 504914 0 41408 Jeffery D McCutcheon Physician 40.0 0.0 X 497034 0 40515 Kazunari Kuno Physician 40.0 0.0 X 455958 0 42819 Emily Ptaszek President & CEO 40.0 0.0 X 466631 0 21925 Amy Clauss Physician 40.0 0.0 X 387459 0 14345 Darvi C Rahaman Physician 40.0 0.0 X 307731 0 41631 Robert Nartker Chief Operating Officer 40.0 0.0 X 304182 0 42143 Lisa Ramey Chief Medical Officer(To 5/23) 40.0 0.0 X 322334 0 13667 Joel Tanaka Chief Med. Officer (From 5/23) 40.0 0.0 X 319186 0 14526 Ryan Spillane interim CFO to 2/23), CFO (from 2/2023) 40.0 0.0 X 230241 0 8074 Ray Nunn Board Chairperson 1.0 0.0 X X 0 0 0 Dennis Smialek DVM Vice Chairperson 1.0 0.0 X X 0 0 0 Bill Sanden Treasurer 1.0 0.0 X X 0 0 0 Marianne Horvath Secretary 1.0 0.0 X X 0 0 0 Santiago Bob Duran Board Member 1.0 0.0 X 0 0 0 Jim Harris Board Member 1.0 0.0 X 0 0 0 Mary Lynn Sheetz Board Member 1.0 0.0 X 0 0 0 Robin E Johnson MD Board Member 1.0 0.0 X 0 0 0 Rev Clifton Turner Board Member 1.0 0.0 X 0 0 0 David Fairley Board Member 1.0 0.0 X 0 0 0 Stella Hodgkins Board Member 1.0 0.0 X 0 0 0 Lelia Gibson-Green Board Member 1.0 0.0 X 0 0 0 Fadi Youkhana Board Member 1.0 0.0 X 0 0 0 Rocio Monserrate Rodriguez Board Member 1.0 0.0 X 0 0 0 3795670 0 281053 134 false true false CALL 4 HEALTHNURSE 2855 S Congress Ave Suites A B DELRAY BEACH FL 33445 CALL-IN NURSE/TRIAGE 251759 340B Technologies 309 Fellowship Rd Ste 200 MONT LAUREL NJ 08054 software & support 1033066 CloudMed Solutions 420 MONTGOMERY SAN FRANCISCO CA 94104 software & support 543635 BAKER AND KING SECURITY SERVICES LL 19 N TEJON ST SUITE 335 COLORADO SPRINGS CO 80903 Security Services 217259 EIDE BAILLY LLP PO BOX 2545 FARGO ND 581082545 Software Services 128821 6 37564 25357151 746808 3518782 26141523 MEDICARE/MEDICAID 621400 47572009 47572009 REGIONAL ACCOUNTABLE ENTITY (RAE)REVENUES 621400 8160908 8160908 PATIENT FEES 621400 7359185 7359185 TOBACCO REVENUE 621400 4344308 4344308 MSSP INCENTIVE 621400 617025 617025 68053435 1176936 1176936 0 0 607169 219928 387241 0 387241 223563 163678 0 205382 37564 185568 19814 19814 0 0 0 0 0 0 PRESCRIPTION AGREEMENT FEES 900099 15551521 15551521 MISC 900099 316413 316413 15867934 111646883 84144932 163678 1196750 0 0 0 0 1742909 1016038 726871 0 60710505 55033854 5487846 188805 1686077 1535424 147557 3096 7835048 6527714 1293174 14160 4809340 4308246 485762 15332 68344 29258 37093 1993 213003 145415 67505 83 3965 2856 1109 0 0 41116 41116 4156673 3626814 529859 46022 16979 29043 2008174 1097322 907516 3336 4608630 1914937 2688355 5338 0 3578525 1454376 2124137 12 201044 173238 27733 73 0 181729 37474 144106 149 494394 333438 160469 487 0 3049004 1479101 1569746 157 591245 436089 154598 558 PHARMACEUTICALS 8679162 8679162 CONTRIBUTED VACCINES 4730653 4724362 6291 MAINTENANCE & REPAIRS 1146214 1124674 21540 EQUIP MAIN & REPAIRS 509317 293778 215539 66221 24399 41822 111157314 94014948 16908787 233579 2383811 21886318 47962951 21894514 1097367 3592488 6330816 12842613 0 0 0 0 0 0 1067649 2031905 3445373 2145154 77237294 31141488 48295553 46095806 0 0 0 0 0 0 0 0 1870604 70040 112454124 110558838 7666936 7918165 0 0 138535 23228 21760454 18864143 0 0 0 0 0 0 0 0 297562 230554 29863487 27036090 X 80089000 80897766 2501637 2624982 82590637 83522748 112454124 110558838 489569 442542 X X false true X true true true X 18424811 19555180 27342913 28266373 26141523 119730800 0 0 18424811 19555180 27342913 28266373 26141523 119730800 0 119730800 544700 452667 162243 323751 1571696 3055057 17058 9282 40681 52200 183492 302713 10507680 10771198 10143607 31422485 154511055 359177857 0.77490 0.71728 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3965 0 3965 110919770 110923735 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 33193 6335 1806 3965 45299 250000 250000 250000 250000 1000000 1500000 30726 0 0 3965 34691 1512587 310937 1823524 1693971 -181384 1512587 1610636 83335 1693971 1545072 0 65564 1610636 1276608 0 268464 1545072 0.03720 0.61410 0.34870 true true 3657041 3657041 60427960 21550544 38877416 13152293 9590944 3561349 46095806 0 FINANCING LEASE LIABILITY 215214 OPERATING LEASE LIABILITY 15340 230554 X 112604219 319197 273758 405497 998452 111605767 41116 41116 111646883 111795453 273758 405497 679255 111116198 41116 41116 111157314 SCHEDULE D, PART V, LINE 4 Endowment funds are used to support the operations of Peak Vista Community Health Center. SCHEDULE D, PART x, line 2 Both Peak Vista and the Foundation are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and qualify for the charitable contribution deduction. The organization believes that it does not have any uncertain tax positions that are material to the financial statements. SCHEDULE D, PART XI LINE 2D other: RENTAL EXPENSES - INCLUDED IN 990 INCOME: $ 219,929 Reclass Fundraising Expenses $ 185,568 __________ $ 405,497 schedule d, part xii, line 2d other: RENTAL EXPENSES - INCLUDED IN 990 INCOME: $ 219,929 Reclass Fundraising Expenses $ 185,568 __________ $ 405,497 Break. of Champ 242946 37564 205382 70984 40771 73813 0 242946 37564 205382 70984 40771 73813 185568 19814 X X X X X false false false false false false false true false Peter A Liehr Physician 503774 300 840 13200 28208 546322 Jeffery D McCutcheon Physician 495054 300 1680 13200 27315 537549 Kazunari Kuno Physician 455658 300 0 13200 29619 498777 Emily Ptaszek President & CEO 430297 20300 16034 12512 9413 488556 Amy Clauss Physician 385899 300 1260 13200 1145 401804 Lisa Ramey Chief Medical Officer(To 5/23) 322334 0 0 12893 774 336001 Joel Tanaka Chief Med. Officer (From 5/23) 318876 310 0 12920 1606 333712 Darvi C Rahaman Physician 305741 300 1690 12674 28957 349362 Robert Nartker Chief Operating Officer 303882 300 0 12524 29619 346325 Ryan Spillane interim CFO to 2/23), CFO (from 2/2023) 229839 402 0 6602 1472 238315 SCHEDULE J, PART I, LINE 3 DETERMINATION OF THE CEO'S SALARY AT PEAK VISTA COMMUNITY HEALTH CENTERS IS DETERMINED BY MAKING SALARY COMPARISONS OF SIMILAR POSITIONS AT COMMUNITY HEALTH CENTERS AND OTHER SIMILAR AGENCIES IN THE STATE, FEDERAL REGION VIII, NATION, AND A SURVEY OF MOUNTAIN STATES SALARIES. FROM THIS ANALYSIS, A PROPOSAL IS MADE TO THE BOARD OF DIRECTORS AND THE PROPOSAL IS ACCEPTED BY THEM OR ADJUSTMENTS ARE MADE AS APPROPRIATE BASED ON MERIT AND BUDGET CONSTRAINTS. Schedule J, Part I, Line 7 The President & CEO's bonus is at the discretion of the Board of Directors. A COLORADO HEALTH FACILITIES AUTHORITY 840752932 2020-08-14 23500000 see part vi false false false A 2920531 0 23500000 0 0 0 306780 0 21760454 0 0 0 true false false true A false false false false 0 false false true A false true false false false 0 0 false true A true Schedule K, Part I line A column F The proceeds of the Series 2020 Bond were used to finance the construction, renovation and improvements of health care facilities, as well as refinance the previously issued bonds (the Series 2012A Bond and the Series 2013 Bond). X 40923 Cost X 1 3476255 fmv - See Part II X Fundraising Event Items 1 1603 FMV 0 false true false SCHEDULE M, PART I, COLUMN B COLUMN (B) FOR LINES 20 & 25 REPORT THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, Part I, LINE 20 METHOD OF DETERMINING VALUE OF CONTRIBUTED VACCINATIONS : DISCOUNT REPLACEMENT COST. FORM 990, PART I, LINE 1 Peak Vista Community Health Centers' mission is to provide exceptional healthcare to people facing access barriers through clinical programs and education. Peak Vista served over 74,000 people living in the Pikes Peak and East Central regions of Colorado in 2023. Peak Vista's niche in these regions' health care marketplace is as a non-profit multi-specialty outpatient provider of quality integrated medical, dental and behavioral health primary care services, mostly for working families. In this role, Peak Vista has endeavored to serve populations that are under or uninsured as well as those on public programs. Partnerships are a significant component of Peak Vista's ability to successfully meet its mission. Peak Vista frequently collaborates with organizations of similar mission to better serve our mutual populations. FORM 990, PART III, LINE 1 To provide exceptional healthcare to people facing access barriers through clinical programs and education, serving over 74,000 people living in the Pikes Peak and East Central Regions of Colorado through 22 health centers spread across 20 service locations. Peak Vista offers numerous ancillary services and programs to benefit our patients to include: First Visitor which provides information to parents and caregivers before and after their baby is born with trained volunteers making home visits designed to connect parents with community resources and early childhood materials. Health education supports patients with management of chronic diseases such as diabetes, high blood pressure, obesity and asthma. The two pharmacy locations provide easy access to counseling and medications. Well Child Waiting Areas welcome healthy children into a secure and child-friendly environment so that patients can attend clinical appointments without the worry of finding outside childcare. FORM 990, PART III, LINE 4A Primary Care: Peak Vista served 74,214 patients with 279,575 total visits in 2023. Of these visits, 219,920 were medical encounters, 31,013 were dental visits, and 28,642 were behavioral health services. A full line of ancillary services, all of which patients access in high volumes, compliment Peak Vista's primary care offerings. Health Education and care coordination support patients with management of chronic diseases. Patients have access to pharmacy services on-site providing easy access to counseling and medications. Well Child Waiting Areas (3 locations) welcome healthy children into a secure and child friendly environment so that parents and other siblings can attend appointments without concern or distraction. First Visitor provides information to parents and caregivers before and after a baby is born through age 5 with trained volunteers making home visits designed to connect parents with community resources and early childhood materials. First Visitor provided 553 total visits with families in 2023. FORM 990, PART III, LINE 4D 2023 Peak Vista Community Health Centers' Accomplishments include: In January 2023, Peak Vista received its three-year re-accreditation from the Accreditation Association for Ambulatory Health Care (AAAHC). This culminating accreditation process demonstrates Peak Vista's commitment to provide the highest level of quality, safe, whole person health care in accordance with the nationwide governing standards. In February 2023, Peak Vista appointed Ryan Spillane, MBA, as Chief Financial Officer (CFO). Ryan joined the Peak Vista team in 2022 and most recently served as its Interim CFO. He also held positions as Peak Vista's Deputy Chief Financial Officer and Senior Director of Financial Planning & Analysis. In November 2023, Peak Vista appointed Joel Tanaka, MD, as Chief Medical Officer (CMO). Dr. Tanaka joined the Peak Vista team in 2019 as the Senior Vice President of Medical Services and most recently served as Interim Chief Medical Officer and Senior Vice President, Health Equity & Community Education. Peak Vista's Education Health Initiative (EHI) encompasses Peak Vista's Advanced Practice Registered Nurse (APRN) fellowship, the Family Medicine Residency (FMR) program, and medical student coordination with a focus on developing and training new health care professionals. EHI is an effort to build a local solution to the national health care workforce shortage, with the ultimate goal of improving access to quality care in our community. Advanced Practice Registered Nurse Fellowship (APRN) - In the fall of 2023, Peak Vista saw the commencement of our eighth class of Advanced Practice Registered Nurse (APRN) Primary Care fellowship, a program designed to seamlessly transition recent nurse practitioner graduates from the academic sphere to a clinical setting. The one-year fellowship combines didactic and clinical learning in a team-oriented, patient-centered clinical environment. Family Medicine Residency Program (FMR) - Peak Vista's Family Medicine Residency (FMR) is dually accredited by the Accreditation Council for Graduate Medical Education (ACGME) and the American Osteopathic Association (AOA). It is the only primary care residency of its kind in Peak Vista's service area. The three-year program began in July of 2016 by welcoming eight osteopathic physicians. The curriculum, program offerings, and emphasis on partnership with community agencies and leaders evoked an overwhelmingly positive response. It was also met with strong community support from local hospitals, health care providers, and specialty physicians. Residents learn through patient interaction, bedside teaching, and structured educational sessions. In June 2023, the Family Medicine Residency Program graduated its fifth class. Peak Vista continued to conduct telehealth visits first implemented during the COVID-19 pandemic and expanded its telehealth services with the launch of the teledentistry program. PV now offers virtual visits for medical, dental and mental health services. In 2023, Peak Vista conducted 24,123 virtual patient visits. Form 990, Part VI, Section A, Line 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO : (1) specifically restrict any committee or outside party's authority to approve or veto board authority and/or functions, (2) define the qualification of a board member to include that an individual receive service from one of the filing organization's centers during the preceding 24 month period, and the board member must live or work in the community or demonstrate a connection to the community served by the filing organization, (3) specifically restrict any outside entity, individual, or committee outside the Board of directors, to require the removal of a director not nominated by that entity, individual or committee, and (4) increase the voting quorum from 67% to 69%. Form 990, part vi, section b, line 11 b THE CFO OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C Peak Vista Community Health Centers' compliance plan and bylaws contain policies on conflict of interest. In order to ensure that conflicts of interest are disclosed, board members and leadership sign a disclosure statement when first appointed or employed and annually thereafter. Human Resources distribute the disclosure statements to leadership and the CEO's staff ensures that the statement is given to the board of directors. Any new board member or leadership staff is given education on the conflict of interest policy. If at any time during the year a potential conflict of interest arises, board members are required to inform those charged with approving the transaction of the conflict, disclose any material facts and excuse themselves from discussion and voting as appropriate. Form 990, Part VI, Section B, Line 15 a&b Determination of salaries of highly compensated employees at Peak Vista Community Health Centers are determined by making salary comparisons of similar positions at community health centers and other similar agencies in the state, Federal Region VIII, national and a survey of Mountain States salaries. From this analysis, a proposal is made to the CEO, Executive Vice President, Chief Financial Officer, Chief Medical and Dental Officer, and the Vice President of Human Resources, and the proposal is accepted or adjustments are made as appropriate based on budget constraints. The CEO's salary comparison is completed by external independent experts and reviewed and approved by the Board of Directors. FORM 990, PART VI, SECTION C, LINE 19 As a healthcare center, some records are not open to the public. however, THE healthcare center WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT-OF-INTEREST POLICY, WHEN REQUESTED IN WRITING OR IN PERSON. additionally, Peak Vista Community Health Centers produces an annual report for the public highlighting key events which also includes a financial summary. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR SELECTING THE INDEPENDENT AUDITOR FOR THE FINANCIAL STATEMENT AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.