Primary Connection Health Care Inc
Nonprofit profile at a glance
- EIN
- 391759404
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Wausau, WI, USA
- Phone
- 7158484884
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Ambulatory Health Center, Community Clinic
Reported finances
- Revenue
- $6,639,125
- Expenses
- $7,886,783
- Assets
- $6,999,643
- Liabilities
- $610,325
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- JEFF LINDELL (PRESIDENT)
- JON SCHMUNK (VICE PRESIDENT)
- JENNIFER SMITH (EXECUTIVE DIRECTOR)
Highest reported compensation
- TERENCE WHITAKER (DENTIST): $303,018 total reported compensation
- MARYM LAKHANI (DENTIST): $251,028 total reported compensation
- LUKASZ KONOPKA (PSYCHOLOGIST): $228,397 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Bridge community health clinic (bchc) fills community needs by removing barriers to care, integrating medical, dental, and behavioral health services, and connecting patients and partners to resources.
What it reported doing in 2024
Provide medical, behavioral health, and dental care, medical educational services, health care outreach, and such other related chartiable activities to benefit low income, moderate income, and other residents in marathon and langlade county. Bchc is in 15 schools in marathon county for behavioral health as part of a behavioral health consortium. Bchc is at each school a half to full day a week. This is accomlished with 6 therapists.
Operating model
- Revenue model
- Earned-program. 63% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 57
- Transparency & Controls: 79
- Accountability: 100
- Sustainability: 22
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 67.6%; rating input score 68
- Program expense ratio: 57.1%; rating input score 57
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -18.8%; rating input score 7; 7th percentile among comparable filings
- Total-asset coverage ratio: 0.89; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 61; 61st percentile among comparable filings
- Officer compensation ratio: 17.5%; rating input score 15; 15th percentile among comparable filings
Growth
- Program expense growth: 1.7% per year; rating input score 100; 21st percentile among comparable filings
- Revenue growth: 1.7% per year; rating input score 100; 19th percentile among comparable filings
- Asset growth: 4% per year; rating input score 100; 29th percentile among comparable filings
Details
- Where the money goes: 67.6% of revenue deployed · 57.1% of spending went to programs
- Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $4.5M in reported program spending
- Leadership: top reported pay $303K · 18 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $1M reported
- Consistency: 30 of 30 current checks pass
- Schedules: 5 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Financial Efficiency: Program expense ratio scored 57/100.
- High — Sustainability: Operating margin scored 7/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- High — Sustainability: Officer compensation ratio scored 15/100.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.