irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $2.76MCONSULTING & TRAINING: PCDC PROVIDES CONSULTING, TRAINING, AND TECHNICAL ASSISTANCE TO STRENGTHEN PRIMARY CARE DELIVERY, OPERATIONS, AND FINANCIAL MANAGEMENT. PCDC HAS SUPPORTED MORE THAN 4,800 PRIMARY CARE ORGANIZATIONS NATIONWIDE, INCLUDING ASSISTANCE TO OVER 1,400 SITES IN ACHIEVING PATIENT-CENTERED MEDICAL HOME RECOGNITION. IN RESPONSE TO THE NEEDS OF EXISTING PRACTICES AND HEALTH CENTERS, PCDC EXPANDED FINANCIAL MANAGEMENT AND LITERACY SERVICES TO STRENGTHEN UNDERSTANDING OF ORGANIZATIONAL FINANCIAL OPERATIONS. PCDC ALSO EXPANDED CALIFORNIA-BASED CONSULTING SERVICES THROUGH STATE-FUNDED TECHNICAL ASSISTANCE, SUPPORTING PROVIDER PARTICIPATION IN STATEWIDE PAYMENT REFORM INITIATIVES.
- #2 $1.60MPOLICY, COMMUNICATIONS, RESEARCH & EVALUATION: PCDC CONDUCTS POLICY ANALYSIS, RESEARCH, AND STAKEHOLDER ENGAGEMENT TO INFORM DECISION-MAKING AND IMPROVE PRIMARY CARE ACCESS AND SYSTEM PERFORMANCE, ESPECIALLY IN AREAS AND COMMUNITIES WITH LIMITED ACCESS TO SERVICES. THROUGH ORIGINAL RESEARCH, DATA TOOLS, AND THOUGHT LEADERSHIP, PCDC HELPS POLICYMAKERS, FUNDERS, AND HEALTH CARE LEADERS BETTER UNDERSTAND WHERE PRIMARY CARE GAPS EXIST AND HOW RESOURCES CAN BE USED MORE EFFECTIVELY. PCDC'S WORK ELEVATES EVIDENCE-BASED SOLUTIONS, STRENGTHENS ACCOUNTABILITY, AND SUPPORTS SUSTAINABLE INVESTMENTS IN PRIMARY CARE NATIONWIDE.
named programs · 5 · from sources
What they call their work
California Health Impact Fund
Partnership with the California Primary Care Association to strengthen financial stability of health centers across California.
Capital Financing
Offers flexible financing solutions including construction loans, bridge financing, New Markets Tax Credit allocations, and revolving funds to support facility expansion and operational sustainability of health centers.
Consulting & Training
Provides technical assistance, coaching, and training to primary care organizations on practice transformation, patient-centered medical home recognition, financial management, and integrated care models.
High Impact Prevention Warmline
Free consultation service for health departments and providers on HIV testing, PrEP/PEP, medication adherence, and new technologies in HIV prevention and treatment.
Transformation Loan Fund
Provides financing for health centers to invest in new care delivery and payment models, supporting innovation and sustainability.
activities · 6 groups
What they do
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Healthcare Policy Advocacy 1 activity
- Advocating for increased investment in primary care policyLeads advocacy campaigns at federal, state, and local levels to advance primary care funding and access, including support for the Primary Care Investment Act and legislation requiring insurers to spend at least 12% on primary care. Organized Lobby Day at the NY State Capitol with visual displays and coordinated the Primary Care Investment Network across 30+ states.
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Medical Research & Education Dissemination 1 activity
- Conducting and publishing research on primary care access and outcomesProduces data-driven reports and scorecards assessing primary care investment, access, and health outcomes, particularly in New York State. Publications include the annual New York State Primary Care Scorecard, reports on redlining’s impact on maternal health, rural access, integrated care, and analyses linking primary care provider density to better health outcomes.
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Healthcare System Administrative Support 1 activity
- Funding and supporting workforce development and operational improvements in primary careProvides technical assistance, training, and consulting to primary care providers to improve practice operations, achieve Patient-Centered Medical Home (PCMH) recognition, and increase patient capacity. Supported over 5,000 practices and trained more than 17,000 providers; helped New York practices receive over $27 million in incentive payments through PCMH recognition.
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Scientific Conference & Symposium Management 1 activity
- Hosting national and regional learning events and summits on primary careHosts the annual Primary Care Summit and convenes specialized learning collaboratives and summits, such as the USVI Health and HIV Equity Summit and “Getting to Zero” Learning Collaborative, to promote knowledge sharing among health professionals on integrated care, HIV prevention, and equity-focused models.
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HIV/AIDS Prevention and Support Services 1 activity
- Operating a consultation service for HIV prevention and care programsLaunched the High Impact Prevention Warmline, a free consultation service for health departments and care providers in CDC-funded HIV treatment and prevention programs across the Northeastern U.S., Puerto Rico, and U.S. Virgin Islands.
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Capital Infrastructure Funding 1 activity
- Providing capital financing and direct loans for primary care infrastructureProvides construction loans, bridge loans, and New Markets Tax Credit allocations to support the development, expansion, and renovation of community health centers and primary care facilities nationwide. Examples include a $3.5 million loan for a health center in Charleston, WV, $44 million in cumulative financing for Callen-Lorde in NYC, and $21 million for a health campus in New Orleans.
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financials · form 990 · fy2024
revenue
Total revenue$28.28M
Contributions & grants$16.67M59%
Program service revenue$10.14M36%
Investment income$1.47M5%
Other revenue$-12K
expenses
Total expenses$12.71M
Program expenses75%
Admin / overhead25%
Fundraising0%
Salaries & benefits$7.58M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$170.48M
Cash$15.46M
Investments$147.00M
Liabilities$95.23M
Net assets$75.25M
Liquid reserves153.4 mo
6 years on record · 2019–2024 · YoY revenue +114.5%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 12
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| LOUISE COHEN | CEO | 40 | $424K |
| WILLIAM O'BRIEN | CHIEF LENDING OFFICER | 40 | $318K |
| ISAAC KASTENBAUM | VP CQP | 40 | $317K |
| CYNTHIA SUMMERS | MANAGING DIR SPA THRU NOV. 2024 | 40 | $267K |
| NANCY LAGER | DIR, CAPITAL INVESTMENT | 40 | $245K |
| SHUK HAN LEUNG | SR. DIR. OF FINANCE | 40 | $238K |
| JULIE SCHILZ | SENIOR DIRECTOR | 40 | $224K |
| ANNE GEGGIE | SR. DIR., PORTFOLIO MANAGEMENT | 40 | $221K |
| CHRISTINA LINDSTROM | DIR. OF ADMINISTRATION | 40 | $220K |
| SHEREEN SANTALESA | HUMAN RESOURCES DIRECTOR | 40 | $182K |
| ASSUNTA ROSA | INTERIM CFO THRU AUG. 2024 | 40 | $165K |
| ANA PRADO-SANCHO | CFO AS OF JULY 2024 | 40 | $108K |
board members · 13
- ALAN BRANSON — BOARD MEMBER
- CAROL RAPHAEL — VICE CHAIR
- CHRISTOPHER KOLLER — BOARD MEMBER
- CYRUS BATHEJA — BOARD MEMBER
- DIANA MASON — BOARD MEMBER
- DUDLEY BENOIT — BOARD MEMBER
- GERRELDA DAVIS — BOARD MEMBER
- HELEN ARTEAGA LANDAVERDE — BOARD MEMBER
- JOHN HOLDSCLAW — BOARD MEMBER
- JOHN RUGGE — SECRETARY
- JONATHAN CHAMPMAN — BOARD MEMBER
- JORGE R PETIT — BOARD MEMBER
- LORI SCOTT — BOARD MEMBER
relationships · 31
Who they work with
- Altura Centers for Health Partner — Provided PCMH consultation to support comprehensive care delivery in California
- Brooklyn Plaza Medical Center Partner — Engaged in direct collaboration with clinical leadership, including its Chief Medical Officer.
- Cabin Creek Health Systems Partner — Received a $3.5 million construction loan from PCDC to establish a community health center in Charleston, West Virginia.
- California Primary Care Association Partner — Partnership supporting health centers' financial stability across California through the California Health Impact Fund.
- Callen-Lorde Community Health Center Partner — Received $44 million in financing over 10 loans and technical assistance from PCDC over nearly 30 years to support LGBTQ+ and HIV-related primary care services in New York City.
- Centers for Disease Control and Prevention (CDC) Government — Supports health departments and care providers in CDC-funded HIV treatment and prevention programs through the High Impact Prevention Warmline.
- Colonial Behavioral Health Partner — Received technical assistance and facilitation from PCDC to implement integrated care with Southeastern Virginia Health Services.
- Community Health Centers of Central Coast, Inc. Partner — Received a $16 million financing package from PCDC and other funders to develop two health care supercenters in rural California.
- CrescentCare Partner — Received $21 million in financing from PCDC for a new health campus in New Orleans, Louisiana.
- Dogwood Health Trust Partner — Collaboration supporting the capital and operational needs of FQHCs and look-alikes in western North Carolina.
- Henry J. Austin Health Center Partner — Provided financing and technical assistance for facility refinancing and expansion in Trenton, NJ
- House Primary Care Caucus Partner — Collaborates with the House Primary Care Caucus by supporting the Prioritizing Primary Care Act.
- House Primary Care Caucus Partner — Supports legislation introduced by the House Primary Care Caucus.
- Hudson Headwaters Health Network Partner — Received a $9.5 million New Markets Tax Credit allocation from PCDC to launch a PACE program in rural upstate New York.
- Jamaica Family Medicine Partner — Provided workforce development training and workflow support to increase patient capacity in Queens, NY
- Louisiana Public Health Institute Partner — Collaborated to provide training and technical assistance to Gulf Coast primary care organizations
- Mississippi Primary Health Care Association Partner — Partnered on the “Getting to Zero” Learning Collaborative to reduce HIV transmission in Mississippi
- New Jersey Department of Health Government — Worked with four community health centers to increase cancer screening rates in 2021
- New York Health Foundation Partner — Collaborated closely through joint work in primary care and public health initiatives.
- New York State Government — Engages with state policymakers to advocate for primary care investment and health equity.
- New York State Primary Care Coalition Partner — Co-convened a Lobby Day at the New York State Capitol to advocate for the Primary Care Investment Act.
- New York State Primary Care Coalition Partner — Leads and partners with the coalition to advance state-level primary care legislation.
- Public Health Solutions Partner — Cohen served as Vice President for Public Health Programs, indicating institutional collaboration.
- Renewal House Partner — Received financing from PCDC in 2020 to build a 35,000-square-foot on-site clinic in Nashville, Tennessee.
- SAMHSA Funder — Provided funding support for the Integration in Practice webinar series.
- Southeastern Virginia Health Services Partner — Received technical assistance and facilitation from PCDC to implement integrated care with Colonial Behavioral Health.
- Stellar Health Partner — Partnered to support primary care providers in value-based care through financing, on-the-ground training, and technical assistance.
- U.S. Treasury CDFI Fund Government — Chartered PCDC as a Community Development Financial Institution and provided New Markets Tax Credit allocations.
- USVI Health Department Government — Co-convened the first USVI Health and HIV Equity Summit in 2022
- VIP Community Services Partner — Provided technical assistance to improve health information exchange use and reduce preventable ED visits
+ 1 more
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Integrated Investment and Policy Model for Health Equitymethodology: integrated_investment_and_advocacyBy combining capital financing, technical assistance, and policy advocacy, the organization advances health equity because this multi-lever approach removes structural and financial barriers to primary care development in underserved communities.
- Primary Care as Preventive Infrastructuremethodology: preventive_care_firstBy investing in primary care capacity and systems, the organization produces better health outcomes and reduced healthcare costs because strong primary care enables early intervention, prevents disease escalation, and reduces reliance on emergency and hospital-based care.
- Whole-Person Care Through Systems Coaching and Designmethodology: whole_person_care_coachingBy using integrated systems design and practice coaching, the organization improves recovery and health outcomes because aligning operational workflows with holistic care models enables providers to deliver coordinated, patient-centered services that address medical and social needs.