2020-05-12T20:09:30-05:00 2019-06-30 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2018-07-01 770496382 SANTA BARBARA NEIGHBORHOOD CLINICS SANT 8056177850 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 DR CHARLES C FENZI CEO/CHIEF MEDICAL OFFICER 8056177850 2020-05-06 1 CATHERINE MACAULAY P00178796 8059631837 216.64.156.34 2020-05-06 08:56:20 PD P 8796E0D411F6F8D28F9C80C4E5B2E09B4D49BF66 D4F89E78E465368889BB483E491D42BE848D7349 2018 2020-11-19 02:30:22Z DR CHARLES C FENZI 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 19113398 0 X WWW.SBCLINICS.ORG X 1998 CA OUR MISSION IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. 18 18 205 98 0 0 5007077 6261865 11939015 12834209 1008 1208 27277 -26309 16974377 19070973 0 0 0 0 10439933 11723968 118966 140520 362066 6087040 6026092 16645939 17890580 328438 1180393 12129836 13605823 2864792 3186732 9265044 10419091 X THE MISSION OF SANTA BARBARA NEIGHBORHOOD CLINICS IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. 0 0 15037769 12834209 SANTA BARBARA NEIGHBORHOOD CLINICS (SBNC) WAS FORMED IN 1998 THROUGH A MERGER OF THREE EXISTING MEDICAL CLINICS, WHICH HAD PROVIDED MEDICAL CARE TO THE UNDERSERVED POPULATIONS SINCE THE 1970'S. IN 2013, SBNC WAS AWARDED A NEW ACCESS POINT DESIGNATION FROM THE HEALTH RESOURCES AND SERVICES ADMINISTRATION, DESIGNATING THE GOLETA EXPANSION SITE AND SERVICES AS A SECTION 330(E) FEDERALLY QUALIFIED HEALTH CENTER (FQHC) UNDER SECTION 330(E) OF THE PUBLIC HEALTH SERVICE ACT. THE EASTSIDE NEIGHBORHOOD MEDICAL/ EASTSIDE NEIGHBORHOOD FAMILY DENTAL, WESTSIDE NEIGHBORHOOD, AND ISLA VISTA NEIGHBORHOOD CLINICS WERE PREVIOUSLY OPERATED UNDER LOOK ALIKE STATUS WITHIN THE RULES OF AN FQHC, IN CONJUNCTION WITH CODE SECTION 330(E) STANDARDS WERE BROUGHT INTO THE FULL 330(E) SCOPE OF PRACTICE FOR AN FQHC. SBNC IS COMPRISED OF FOUR PRIMARY CARE CLINICS, TWO DENTAL CLINICS, A "BRIDGE" CLINIC DEDICATED TO TREATMENT OF SUBSTANCE USE DISORDERS AND ONE INTREGRATED CARE CLINIC, WHERE INTEGRATED PRIMARY MEDICAL, DENTAL AND BEHAVIORAL HEALTHCARE IS DELIVERED. IN 2004, SBNC ADDED DENTAL HEALTH SERVICES AFTER A LONG PARTNERSHIP WITH THE SANTA BARBARA CHILDREN/FAMILY DENTAL COLLABORATIVE. ADDITIONALLY, HEALTH PROMOTION SERVICES AND PATIENT EDUCATION, ENABLING SERVICES ARE PROVIDED WITHIN THE CLINICS. THESE CLINICS ARE LOCATED IN THE CITIES OF SANTA BARBARA AND GOLETA AND IN ISLA VISTA, AN UNINCORPORATED DISTRICT AND CENSUS-DESIGNATED PLACE, IN THE COUNTY OF SANTA BARBARA, CALIFORNIA. SBNC PROVIDES A WIDE-SPECTRUM OF HEALTH CARE SERVICES AND HAS BEEN A SUB-RECIPIENT OF SANTA BARBARA COUNTY DEPARTMENT OF PUBLIC HEALTH SECTION 330(H) HOMELESS GRANT SINCE 1998.SBNC'S TARGET POPULATION INCLUDE THE LOW-INCOME, UNINSURED, HOMELESS AND UNDERSERVED POPULATIONS (E.G. 63 % OF SBNC PATIENTS ARE LATINO AND 54% HAVE INCOMES BELOW THE FEDERAL POVERTY GUIDELINE) OF SOUTH SANTA BARBARA COUNTY. IN FISCAL YEAR ENDING JUNE 30, 2019, SBNC PROVIDED 56,099, MEDICAL ENCOUNTERS, 28,960, DENTAL ENCOUNTERS, AND 5,921, BEHAVIORAL HEALTH ENCOUNTERS FOR A TOTAL OF, 90,980, CLINICAL VISITS SERVING A TOTAL OF 21,938 UNDUPLICATED PATIENTS. THE MAJOR HEALTH CARE NEEDS OF THE TARGET POPULATION INCLUDE ACCESS TO AFFORDABLE MEDICAL, DENTAL AND BEHAVIORAL HEALTH CARE, BI-LINGUALLY AND CULTURALLY COMPETENT SERVICES. IN ADDITION, A MAJOR HEALTH CARE CONCERN OF OUR PATIENTS IS THE PREVALENCE OF OBESITY AND THE RESULTING DIAGNOSIS, TREATMENT AND MONITORING OF DIABETES- ESPECIALLY IN ADOLESCENTS. AMONG THE TARGET POPULATION IN OUR AREA, 30% ARE SELF-PAY/SLIDING FEE SCALE PATIENTS INCLUDING THE UNINSURED. THE AFFORDABLE CARE ACT HAS DEMONSTRATED AN IMPACT OF INCREASING THE NUMBER OF PATIENTS ELIGIBLE FOR MEDI-CAL SBNC IS SERVING. 15037769 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 205 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X NANCY TILLIE 8056177850 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 JAMES L ARMSTRONG CHAIR 4.00 X X 0 0 0 MELINDA STAVELEY VICE CHAIR 4.00 X X 0 0 0 NORMAN COLAVINCENZO TREASURER 4.00 X X 0 0 0 BRIAN KNOWLES SECRETARY 6.00 X X 0 0 0 STEPHEN HICKS DIRECTOR 4.00 X 0 0 0 PAUL JACONETTE DIRECTOR 4.00 X 0 0 0 JOHN LEWIS DIRECTOR 4.00 X 0 0 0 DEBORAH BABINEAU DIRECTOR 4.00 X 0 0 0 KEN FARMER DIRECTOR 4.00 X 0 0 0 MARY E FERRIS DIRECTOR 4.00 X 0 0 0 ENRIQUETA GARCIA DIRECTOR 4.00 X 0 0 0 SUE LANG DIRECTOR 4.00 X 0 0 0 JERRY MENCHACA DIRECTOR 4.00 X 0 0 0 NIKKI RICKARD DIRECTOR 4.00 X 0 0 0 GINA GONZALES-CARBAJAL DIRECTOR 4.00 X 0 0 0 BRIAN GOUGH DIRECTOR 4.00 X 0 0 0 RAFAEL ADRIAN FLORES DIRECTOR 4.00 X 0 0 0 SILVESTRE VILLA DIRECTOR 4.00 X 0 0 0 LEON P BARTHOLOMEW DIRECTOR 4.00 X 0 0 0 NANCY TILLIE COO/CFO 40.00 X 154225 0 10387 DR CHARLES FENZI CEO/CHIEF MEDICAL OFFICER 40.00 X 185969 0 12703 DR DOMENIC CALUORI CHIEF DENTAL OFFICER 40.00 X 188758 0 12550 DR ANN LEE DENTIST 40.00 X 165052 0 12042 DR CHRISTINA R MENDOZA DENTIST 40.00 X 175742 0 12352 DR JUSTIN EVANS DENTIST 40.00 X 153317 0 7078 DR QUYNH NGUYEN DENTIST 40.00 X 162306 0 12457 DR NEIL SULLIVAN FAMILY PHYSICIAN 40.00 X 167259 0 12455 1352628 0 92024 23 0 1 0 AEROTECK INC 3689 COLLECTION CENTER DRIVE CHICAGO IL 60693 RECRUTING AND STAFFING 333156 NETNOLIMITS INC 100 N HOPE AVENUE STE 20 SANTA BARBARA CA 93110 IT CONSULTING 174564 ACCOUNTEMPS PO BOX 743285 LOS ANGELES CA 90074 EMPLOYMENT AGENCY 165239 COMPHEALTH PO BOX 972651 DALLAS TX 75397 EMPLOYMENT AGENCY 147195 ALLWAYS CLEAN PO BOX 462 MORRO BAY CA 93442 JANITORIAL 140779 10 42981 1973586 4245298 1554083 6261865 PATIENT SERVICES 621110 12834209 12834209 12834209 1208 1208 9000 42981 42425 -33425 -33425 MISCELLANEOUS REVENUE 900099 7116 7116 7116 19070973 12834209 0 -25101 548368 165533 282528 100307 9107063 8187088 907493 12482 1380603 925372 403008 52223 687934 602823 76615 8496 12569 3819 8750 63008 63008 140520 140520 1316589 1023449 293140 17229 3235 3850 10144 2358152 2193034 145508 19610 475331 397337 77761 233 945796 818721 127014 61 102079 45420 38669 17990 33482 33482 609668 591756 17912 92189 80182 12007 17890580 15037769 2490745 362066 3580794 3748687 60425 62399 460433 158414 1649581 3528103 128582 133396 51434 66419 10354140 4993707 5644731 5360433 553856 547972 12129836 13605823 2010903 2478352 50000 50000 65335 40044 738554 618336 2864792 3186732 X 8397901 8611396 867143 1807695 0 9265044 10419091 12129836 13605823 X 1180393 -26346 X 0 1 X 1 1 1 X 2502387 3088295 4032162 5007077 6261865 20891786 10457259 10061528 10720260 11939015 12834209 56012271 12959646 13149823 14752422 16946092 19096074 76904057 55260 69319 541570 233709 1420081 2319939 0 55260 69319 541570 233709 1420081 2319939 74584118 182 101 609 1008 1208 3108 182 101 609 1008 1208 3108 27277 7116 34393 12959828 13149924 14753031 16974377 19104398 76941558 0.96940 0.97520 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 30198 30198 30198 30198 30198 30198 30198 30198 30198 30198 1.00000 0 0 1276542 1276542 5638911 2284553 3354358 3438687 2709154 729533 5360433 LINE OF CREDIT 618336 618336 X 19122020 -26346 34968 8622 19113398 -42425 -42425 19070973 17967973 34968 42425 77393 17890580 0 17890580 PART V, LINE 4: ANNUAL DISTRIBUTIONS SHALL BE A MAXIMUM OF 5% OF THE NET ASSET VALUE FROM THE END OF THE PREVIOUS TWELVE-QUARTER AVERAGE. LARGER DISTRIBUTIONS MAY BE MADE ONLY IN EMERGENCY CIRCUMSTANCES, AS DECLARED BY TWO-THIRDS OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND ONLY AFTER THE BOARD HAS BEEN CONVENED TO REVIEW THE SITUATION AND AUTHORIZE THE RELEASE OF THE REQUESTED FUNDS. PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2016 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2015 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO THE TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2019 AND 2018 OR FOR PRIOR PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -42,425. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,425. X X X X X X X 0 NETZEL-GRIGSBY ASSOCIATES 1421 STATE STREET STE F SANTA BARBARA CA 93101 FUNDRAISING CONSULTANT 0 0 140520 -140520 140520 -140520 CA HEALTH CARE HEROES 51981 42981 9000 9291 12788 10800 9546 51981 42981 9000 9291 12788 10800 9546 42425 -33425 X X X X X 0 0 0 0 0 0 0 0 0 NANCY TILLIE COO/CFO 154225 0 0 0 0 0 4635 0 5752 0 164612 0 0 0 DR CHARLES FENZI CEO/CHIEF MEDICAL OFFICER 185969 0 0 0 0 0 5625 0 7078 0 198672 0 0 0 DR DOMENIC CALUORI CHIEF DENTAL OFFICER 188758 0 0 0 0 0 5472 0 7078 0 201308 0 0 0 DR ANN LEE DENTIST 165052 0 0 0 0 0 4964 0 7078 0 177094 0 0 0 DR CHRISTINA R MENDOZA DENTIST 175742 0 0 0 0 0 5274 0 7078 0 188094 0 0 0 DR JUSTIN EVANS DENTIST 153317 0 0 0 0 0 0 0 7078 0 160395 0 0 0 DR QUYNH NGUYEN DENTIST 162306 0 0 0 0 0 5379 0 7078 0 174763 0 0 0 DR NEIL SULLIVAN FAMILY PHYSICIAN 167259 0 0 0 0 0 5377 0 7078 0 179714 0 0 0 X 4 1128412 FMV X 57 425671 FMV 0 1 1 PART I, LINE 32B: SANTA BARBARA NEIGHBORHOOD CLINICS HAS AN ACCOUNT AND AGREEMENT WITH D.A. DAVIDSON TO RECEIVE DONATIONS OF MARKETABLE SECURITIES AND CONVERT THEM TO CASH UPON WHICH TIME THEY FORWARD A CHECK PAYMENT OF THE PROCEEDS TO SANTA BARBARA NEIGHBORHOOD CLINICS. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DID NOT HAVE A POLICY OR PRACTICE IN PLACE TO MAINTAIN FORMAL MEETING MINUTES. THE COMMITTEE HAS CORRECTED THE OMISSION AND ARE NOW MAINTAINING REGULAR COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE HAS THE RESPONSIBILITY OF REVIEWING AND ACCEPTING THE FORM 990. ONCE THE COMMITTEE HAS ACCEPTED THE RETURN A FINAL DRAFT IS SENT TO THE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS MUST SIGN A CONFLICT OF INTEREST STATEMENT FOR EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT'S SALARIES EACH YEAR BASED ON SALARY INFORMATION FOR SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OWN WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CRT -26,346.