ALTAMED HEALTH SERVICES CORP: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALTAMED HEALTH SERVICES CORP (EIN 95-2810095)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2020-03-03
- IRS object ID
- 202010639349301111
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-03T12:29:48-06:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330700332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VASQUEZ & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 N CENTRAL AVENUE STE 1550 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952810095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTAMED HEALTH SERVICES CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 3237258751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 CAMFIELD AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE ESPARZA | PersonNm |
| Person Title | SR. VP OF FINANCE AND CFO | PersonTitleTxt |
| Phone | 3237258751 | PhoneNum |
| Signature | 2020-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN D BOSTER | PreparerPersonNm |
| PTIN | P00440365 | PTIN |
| Phone | 2138731700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.246.196.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-28 | IPDt |
| IP Tm | 09:16:21 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AEC591779BCAF9C24DC9EC95E94822CE22D23FAE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEC591779BCAF9C24DC9EC95E94822CE22D23FAE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSE ESPARZA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 CAMFIELD AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $751,711,613 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ALTAMED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O : TO ELIMINATE DISPARITIES IN HEALTH CARE ACCESS AND OUTCOMES BY PROVIDING SUPERIOR QUALITY HEALTH AND HUMAN SERVICES THROUGH AN INTEGRATED WORLD-CLASS DELIVERY SYSTEM FOR LATINO, MULTI-ETHNIC AND UNDERSERVED COMUNITIES IN SOUTHERN CALIFORNIA.VISION: TO BE THE LEADING COMMUNITY-BASED PROVIDER OF QUALITY HEALTH CARE AND HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 3492 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $259,975 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $258,975 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,053,650 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,929,784 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $581,661,935 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $652,690,235 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,989,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,489,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,212,249 | PYOtherRevenueAmt |
| CY Other Revenue | $6,984,256 | CYOtherRevenueAmt |
| PY Total Revenue | $646,916,980 | PYTotalRevenueAmt |
| CY Total Revenue | $702,094,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,323,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $741,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $230,289,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $266,050,842 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,061,772 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $328,398,950 | PYOtherExpensesAmt |
| CY Other Expenses | $387,959,690 | CYOtherExpensesAmt |
| PY Total Expenses | $560,011,673 | PYTotalExpensesAmt |
| CY Total Expenses | $654,751,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,905,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $47,342,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $733,197,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $860,392,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $268,566,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $335,227,621 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $464,630,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $525,165,248 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ELIMINATE DISPARITIES IN HEALTH CARE ACCESS AND OUTCOMES BY PROVIDING SUPERIOR QUALITY HEALTH AND HUMAN SERVICES THROUGH AN INTEGRATED WORLD-CLASS DELIVERY SYSTEM FOR LATINO, MULTI-ETHNIC UNDERSERVED COMMUNITIES IN SOUTHERN CALIFORNIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $447,156,313 | ExpenseAmt |
| Grant | $741,450 | GrantAmt |
| Revenue | $400,178,157 | RevenueAmt |
| Desc | CLINICS - ALTAMED OPERATES A TOTAL OF 29 PRIMARY CARE AND DENTAL CLINICS IN THE LOS ANGELES AND ORANGE COUNTIES. ADDITIONALLY, 3 MOBILE UNITS OFFER MEDICAL, DENTAL, HIV SERVICES, AND OUTREACH. THE 10 CLINICS IN ORANGE COUNTY AND 19 CLINICS IN LOS ANGELES COUNTY SEE OVER 217,000 PATIENTS PER YEAR. THE DENTAL CLINICS, MOBILE UNIT, AND 5 PORTABLE DENTAL UNITS PROVIDE ORAL HEALTH CARE TO OVER 53,000 CHILDREN AND ADULTS ANNUALLY. ALTAMED PROVIDES INTEGRATED SERVICES ALONG A CONTINUUM OF CARE THAT INCLUDES PERINATAL SERVICES, PEDIATRIC AND ADOLESCENT CARE, WOMEN'S HEALTH, AND GERIATRIC MEDICINE AND HEALTH FOR THE FRAIL AND NON-FRAIL ELDERLY. ALONG WITH ITS PREVENTIVE AND PRIMARY CARE SERVICES, ALTAMED SPECIALIZES IN SERVICES THAT INCLUDE A PEDIATRIC AND ADOLESCENT OBESITY PROGRAM AND A CHRONIC DISEASE MANAGEMENT PROGRAM. OTHER SERVICES INCLUDE LABORATORY TESTING, RADIOLOGIC SCREENING, PHARMACY SERVICES, INCLUDING MEDICATION MANAGEMENT AND RECONCILIATION. HEALTH SERVICES ARE ALSO SUPPORTED BY A COMMUNITY OUTREACH AND HEALTH EDUCATION TEAM PROMOTING HEALTHY BEHAVIORS AND ADVANCING THE OVERALL HEALTH AND WELL-BEING AMONG THOSE LIVING IN MEDICALLY-UNDERSERVED COMMUNITIES.THE MANAGED CARE TEAM IS COMPOSED OF OVER 385 PEOPLE DEDICATED TO MANAGING DELEGATED RISK FROM HEALTH PLANS. THIS TEAM CURRENTLY SERVICES ONE CLIENT COVERING OVER 230,000 CAPITATED LIVES IN LOS ANGELES AND ORANGE COUNTY. THE MAJOR TEAMS INVOLVED WITH THESE OPERATIONS COVER: UTILIZATION MANAGEMENT, CASE MANAGEMENT, CARE MANAGEMENT, CLAIMS ADMINISTRATION, ELIGIBILITY, ACCOUNTING, INFORMATION TECHNOLOGIES, CONTRACTING, PROVIDER SERVICES, CREDENTIALING, CUSTOMER SERVICE, AND CONFIGURATION. FUNCTIONING AS A COHESIVE TEAM, THESE DEPARTMENTS GOAL IS TO PROVIDE HIGH QUALITY AND LOW COST CARE TO MEMBERS ENROLLED WITH ALTAMED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $181,402,819 | ExpenseAmt |
| Revenue | $226,773,718 | RevenueAmt |
| Desc | LONG TERM CARE - EACH YEAR 2,600 FRAIL AND ELDERLY SENIORS AND DISABLED ADULTS ARE SUPPORTED BY AN ARRAY OF SERVICES THROUGH ALTAMED'S 8 PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) SITES. SERVICES INCLUDE PRIMARY CARE/GERIATRIC MEDICINE NURSING CARE, REHABILITATION THERAPY, FAMILY SUPPORT INTERVENTIONS, COUNSELING, MEDICATION MANAGEMENT, NUTRITION EDUCATION, SOCIAL ACTIVITIES, AND "DOOR THROUGH DOOR" TRANSPORTATION SERVICES BOTH TO PARTICIPANTS' HOMES AND SPECIALTY CARE MEDICAL APPOINTMENTS. ALTAMED ALSO PROVIDES SPECIALIZED IN-HOME SUPPORTIVE PROGRAMS AND SERVICES THAT ENHANCE THE LIVES OF NEARLY 4,500 SENIORS LIVING INDEPENDENTLY IN THE COMMUNITY OR WHO ARE AT-RISK OF INSTITUTIONALIZED CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,391,905 | ExpenseAmt |
| Revenue | $37,905,844 | RevenueAmt |
| Desc | HIV SERVICES - AS THE ONLY PROVIDER THAT OFFERS A COMPREHENSIVE MEDICAL HOME SPECIALIZING IN HIV CARE FOR LATINOS IN LOS ANGELES, ALTAMED OPERATES A TOTAL OF FOUR HIV PRIMARY CARE CLINICS - THREE (3) IN LOS ANGELES COUNTY AND ONE (1) IN ORANGE COUNTY. IN RESPONSE TO THE AIDS EPIDEMIC, ALTAMED LAUNCHED HIV SERVICES IN 1986 TO PROVIDE CULTURALLY-COMPETENT ACCESS TO CARE TO COMBAT THE DISEASE IN ITS PREDOMINANTLY URBAN LATINO SERVICE COMMUNITIES. SINCE THEN, ALTAMED HAS GROWN TO BECOME THE LARGEST PROVIDER OF BILINGUAL HIV MEDICAL SERVICES IN LA, SERVING OVER 2,000 HIV PATIENTS EACH YEAR, AND A NATIONAL LEADER IN HIV PREVENTION SERVICES TARGETING LATINO MEN WHO HAVE SEX WITH MEN. ALTAMED OFFERS A FULL CONTINUUM OF CARE THAT INCLUDES: HIV TESTING & COUNSELING; LINKAGE TO CARE/ PATIENT NAVIGATION; MEDICAL OUTPATIENT; MEDICAL CARE COORDINATION; TREATMENT EDUCATION; BENEFITS ASSISTANCE; MENTAL HEALTH SERVICES AND INTERVENTIONS; NUTRITION COUNSELING; MEDICATION ADHERENCE; ANAL CANCER DETECTION/TREATMENT; DENTAL CARE; HOME-BASED CARE; AND SUPPORT GROUPS. ALTAMED ALSO IS AN ESTABLISHED LEADER IN HIV BIOMEDICAL PREVENTION SERVICES AS A PROVIDER OF PRE-EXPOSURE PROPHYLAXIS (PREP) MEDICATION TO REDUCE THE RISK OF CONTRACTING HIV. ALTAMED'S USE OF INNOVATIVE, CULTURALLY-TAILORED OUTREACH CAMPAIGNS HAS SOLIDIFIED ITS STANDING AS A PREFERRED LATINO, GAY- AND YOUTH-FRIENDLY HIV SERVICES PROVIDER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,258,474 | ExpenseAmt |
| Revenue | $2,663,881 | RevenueAmt |
| Desc | YOUTH SERVICES - ALTAMED PROVIDES AN ARRAY OF YOUTH SERVICES TO OVER 1,500 AT-RISK TEENS AND YOUNG ADULTS IN MEDICALLY-UNDERSERVED COMMUNITIES EACH YEAR. SERVICES INCLUDE: PREGNANCY AND STD PREVENTION PROGRAMS, FAMILY PLANNING, HEALTH EDUCATION AND INFORMATION WORKSHOPS, LINKAGES TO CLINICAL SERVICES, CASE MANAGEMENT FOR PREGNANT/PARENTING TEENS, PARENTING EDUCATION, SUPPORT FOR PARENTING TEENS TO HELP THEM STAY IN SCHOOL AND LIFE-SKILLS DEVELOPMENT. ALTAMED ALSO PROVIDES INTENSIVE TUTORING FOR HIGH SCHOOL STUDENTS, MENTORSHIP, GUIDANCE INTO COLLEGE AND TECHNICAL SCHOOLS, AND WORKFORCE DEVELOPMENT WITH CAREER PIPELINES IN THE MEDICAL FIELD.THE ALTAMED INSTITUTE FOR HEALTH EQUITY (AIHE). THROUGH INNOVATION AND COMMUNITY ENGAGEMENT, THE WORK OF THE INSTITUTE IS TO STUDY A WIDE ARRAY OF HEALTH PROBLEMS THAT DISPROPORTIONATELY AFFECT RACIAL AND ETHNIC GROUPS, INCLUDING ADDRESSING THE MULTIPLE DETERMINANTS OF HEALTH WHICH LEAD TO DISPARITIES IN CLINICAL OUTCOMES. ALTAMED'S PATIENT POPULATION IS OVERWHELMINGLY FROM RACIAL/ETHNIC MINORITIES INCLUDING INDIVIDUALS WITH LIMITED ENGLISH PROFICIENCY THAT SUFFER DISPROPORTIONATELY FROM HEALTH DISPARITIES. THROUGH TRANSLATIONAL RESEARCH, GRANTS, AND STRATEGIC PARTNERSHIPS, THE INSTITUTE IS DEVELOPING EVIDENCE-BASED STRATEGIES TO IMPROVE PATIENT CARE. THE INSTITUTE REPRESENTS THE ESTABLISHMENT OF CRITICAL RESOURCES TO ADVISE ALTAMED HEALTH SERVICES ON SYSTEMATICALLY ADDRESSING KEY ISSUES IN HEALTH EQUITY BY DEVELOPING AND ADVANCING CONSENSUS STRATEGIES THAT ARE EFFECTIVE, SUSTAINABLE AND THAT CAN BE IMPLEMENTED LOCALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,258,474 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,663,881 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $644,209,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3483 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3492 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSE ESPARZA SR VP OF FINANCE AND CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3237258751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 CAMFIELD AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90040 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| FERNANDO DE NECOCHEA | |||||||||
| BOARD CHAIRMAN | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICARDO ROBLES | |||||||||
| BOARD VICE CHAIR | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIA GRIMALDO | |||||||||
| CONSUMER BOARD MEMBER | 1.20 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY VALENZUELA | |||||||||
| CONSUMER BOARD MEMBER | 1.60 | Yes (X) | $0 | $0 | $0 | ||||
| ADOLFO CHANEZ | |||||||||
| BOARD TREASURER | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GLORIA CARRILLO ZAMORA | |||||||||
| CONSUMER BOARD MEMBER | 1.20 | Yes (X) | $0 | $0 | $0 | ||||
| MARC VICTOR | |||||||||
| BOARD SECRETARY | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOSE AVALOS MD | |||||||||
| BOARD MEMBER | 1.60 | Yes (X) | $0 | $0 | $0 | ||||
| LILIANA RAMIREZ | |||||||||
| CONSUMER BOARD MEMBER | 1.20 | Yes (X) | $0 | $0 | $0 | ||||
| CASTULO DELA ROCHA JD | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $1,150,235 | $0 | $170,710 | ||||
| MARIE TORRES | |||||||||
| SVP, GOV REL & COMM RSCH INIT | 40.00 | Yes (X) | $425,489 | $0 | $18,067 | ||||
| JOSE U ESPARZA | |||||||||
| SR. VP OF FINANCE & CFO | 40.00 | Yes (X) | $519,341 | $0 | $18,567 | ||||
| ZOILA ESCOBAR | |||||||||
| SVP, CHIEF ADMIN OFFICER | 40.00 | $454,421 | $0 | $25,899 | Yes (X) | ||||
| ANNA TRAN | |||||||||
| SENIOR STRATEGY EXECUTIVE | 40.00 | $678,202 | $0 | $30,568 | Yes (X) | ||||
| MARY ANN BARNES | |||||||||
| EVP, CHIEF OPERATING OFFICER | 40.00 | $726,294 | $0 | $1,283 | Yes (X) | ||||
| ALEX CHEN | |||||||||
| INTERIM EXECUTIVE | 40.00 | $232,013 | $0 | $13,343 | Yes (X) | ||||
| ANGELA D PEOPLES-ROBERTS | |||||||||
| SVP, FACILITY DEVELOPMENT & MGT | 40.00 | $397,810 | $0 | $27,337 | Yes (X) | ||||
| HENRY HOLGUIN | |||||||||
| SVP, GENERAL COUNSEL | 40.00 | $550,985 | $0 | $50,004 | Yes (X) | ||||
| ESIQUIO CASILLAS | |||||||||
| VP, MEDICAL DIRECTOR, PACE PRG | 40.00 | $422,617 | $0 | $35,906 | Yes (X) | ||||
| CRISTIAN RICO MD | |||||||||
| VP, MEDICAL GROUP MEDICAL DIR | 40.00 | $400,449 | $0 | $54,727 | Yes (X) | ||||
| SAYEED KHAN | |||||||||
| SR. VICE PRESIDENT, MED MGMT | 40.00 | $391,705 | $0 | $18,696 | Yes (X) | ||||
| JACQUELINE RITACCO | |||||||||
| SR. VP CHIEF ADMINISTRATIVE OFFICER | 40.00 | $481,725 | $0 | $28,700 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,831,286 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $493,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 429 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHILDRENS HOSPITAL LA MED GRP INC | |||||
| 3701 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90010 | MEDICAL SERVICES | $18,672,302 |
| WHITE MEMORIAL MEDICAL CENTER | |||||
| PO BOX 842176 | LOS ANGELES | CA | 90084 | MEDICAL SERVICES | $10,678,688 |
| PHARMEDQUEST PHARMACY SERVICES INC | |||||
| PO BOX 9236 | BREA | CA | 92822 | PHARMACY SERVICES | $5,329,710 |
| UNITED MEDICAL IMAGING HEALTHCARE INC | |||||
| PO BOX 491149 | LOS ANGELES | CA | 90049 | MEDICAL SERVICES | $5,313,101 |
| USC UNIVERSITY HOSPITAL KECK HOSPITAL OF | |||||
| FILE 749244 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | $5,065,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 472 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $402,763 | FundraisingAmt |
| Government Grants | $26,917,834 | GovernmentGrantsAmt |
| All Other Contributions | $2,609,187 | AllOtherContributionsAmt |
| Noncash Contributions | $444,311 | NoncashContributionsAmt |
| Total Contributions | $29,929,784 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGED CARE SERVICES | 624100 | $494,319,403 | $494,319,403 |
| PATIENT FEES | 624100 | $158,370,832 | $158,370,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $652,690,235 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,489,818 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $259,975 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,229,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $502,737 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $402,763 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,419,777 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$917,040 | TotalRevenueColumnAmt |
| Exclusion | -$917,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $51,982,819 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $48,197,743 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,785,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,785,076 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER CONTRACT SERVICES | 624100 | $1,945,607 | $1,945,607 |
| INCOME FROM AMS LLC | 900099 | $1,842,323 | $1,842,323 |
| REFUND/REIMBURSEMENT/DEPOSIT | 900099 | $264,714 | $264,714 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,576 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,116,220 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,094,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $660,591,531 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $259,975 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,312,803 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,450 | TotalAmt |
| Program Services | $741,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,831,286 | TotalAmt |
| Program Services | $6,831,286 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,880,365 | TotalAmt |
| Program Services | $204,276,244 | ProgramServicesAmt |
| Fundraising | $1,604,121 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,110,141 | TotalAmt |
| Program Services | $5,071,213 | ProgramServicesAmt |
| Fundraising | $38,928 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,945,785 | TotalAmt |
| Program Services | $33,688,013 | ProgramServicesAmt |
| Fundraising | $257,772 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,283,265 | TotalAmt |
| Program Services | $14,174,587 | ProgramServicesAmt |
| Fundraising | $108,678 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,578,474 | TotalAmt |
| Program Services | $3,578,474 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,137,930 | TotalAmt |
| Program Services | $3,137,930 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,679 | TotalAmt |
| Program Services | $434,679 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,407 | TotalAmt |
| Management And General | $1,753,407 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,150,386 | TotalAmt |
| Program Services | $13,150,386 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,412,189 | TotalAmt |
| Program Services | $5,404,634 | ProgramServicesAmt |
| Fundraising | $7,555 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,456,572 | TotalAmt |
| Program Services | $3,412,809 | ProgramServicesAmt |
| Fundraising | $43,763 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,913,917 | TotalAmt |
| Program Services | $7,913,917 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,381,689 | TotalAmt |
| Program Services | $3,381,689 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,477,834 | TotalAmt |
| Program Services | $14,477,834 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,415,503 | TotalAmt |
| Program Services | $4,408,614 | ProgramServicesAmt |
| Fundraising | $6,889 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIALTY SERVICES | $184,590,905 | $184,590,905 | ||
| INCOME TAX EXPENSE | $187,979 | $187,979 | ||
| MEDICAL SERVICES | $64,351,214 | $64,351,151 | $63 | |
| ADMINISTRATIVE SERVICES | $23,717,941 | $20,650,673 | $2,492,618 | $574,650 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,999,071 | TotalAmt |
| Program Services | $50,533,023 | ProgramServicesAmt |
| Management And General | $3,046,695 | ManagementAndGeneralAmt |
| Fundraising | $419,353 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,751,982 | TotalAmt |
| Program Services | $644,209,511 | ProgramServicesAmt |
| Management And General | $7,480,699 | ManagementAndGeneralAmt |
| Fundraising | $3,061,772 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,206,541 | BOYAmt |
| EOY | $57,372,740 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,577,061 | BOYAmt |
| EOY | $2,615,053 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,727,394 | BOYAmt |
| EOY | $7,051,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,136,216 | BOYAmt |
| EOY | $25,976,970 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,779,640 | BOYAmt |
| EOY | $41,455,295 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,126,462 | BOYAmt |
| EOY | $6,048,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,368,775 | BOYAmt |
| EOY | $1,622,836 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,969,159 | BOYAmt |
| EOY | $6,092,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $323,971,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,747,381 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,748,832 | BOYAmt |
| EOY | $229,224,175 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,476,426 | BOYAmt |
| EOY | $428,170,624 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,351,490 | BOYAmt |
| EOY | $12,253,429 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,729,251 | BOYAmt |
| EOY | $42,510,175 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,197,247 | BOYAmt |
| EOY | $860,392,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,596,883 | BOYAmt |
| EOY | $133,921,542 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,506,267 | BOYAmt |
| EOY | $16,795,858 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,445,173 | BOYAmt |
| EOY | $174,869,249 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,440 | BOYAmt |
| EOY | $9,220,612 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,128 | BOYAmt |
| EOY | $420,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,566,891 | BOYAmt |
| EOY | $335,227,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,928,143 | BOYAmt |
| EOY | $521,369,176 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,702,213 | BOYAmt |
| EOY | $3,796,072 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,630,356 | BOYAmt |
| EOY | $525,165,248 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,197,247 | BOYAmt |
| EOY | $860,392,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $47,342,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,055,290 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,137,491 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $434,679 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $434,679 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS WERE PAID TO LEGISLATIVE CONSULTANTS FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,845,773 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,549,471 | OtherCostOrOtherBasisAmt |
| Book Value | $40,549,471 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,073,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,000,088 | DepreciationAmt |
| Book Value | $41,073,882 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,792,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,345,024 | DepreciationAmt |
| Book Value | $58,447,856 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,434,969 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,402,269 | DepreciationAmt |
| Book Value | $27,032,700 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,120,266 | OtherCostOrOtherBasisAmt |
| Book Value | $62,120,266 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $229,224,175 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $420,360 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $420,360 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $760,104,292 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,055,290 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $51,550,639 | OtherRevenueAmt |
| Revenue Not Reported | $61,605,929 | RevenueNotReportedAmt |
| Revenue Subtotal | $698,498,363 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,753,407 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,842,323 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,595,730 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $702,094,093 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $699,569,400 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $49,617,520 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $49,617,520 | ExpensesNotReportedAmt |
| Expenses Subtotal | $649,951,880 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,753,407 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,046,695 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,800,102 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $654,751,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ALTAMED HEALTH SERVICES IS A NON-PROFIT ORGANIZATION THAT PROVIDES QUALITY HEALTHCARE AND HUMAN SERVICES TO THE UNDERSERVED COMMUNITIES OF SOUTHERN CALIFORNIA. THE ORGANIZATION RECOGNIZES THE THERAPEUTIC EFFECT OF CULTURALLY RELEVANT WORKS OF ART AND THEIR EFFECT ON PATIENTS, DONORS AND MEMBERS OF THE PUBLIC. AS PART OF ITS HOLISTIC APPROACH TO HEALTHCARE, THE ORGANIZATION HOLDS A SIGNIFICANT COLLECTION OF ART BY A DIVERSE RANGE OF EMERGING, MID-CAREER AND ESTABLISHED ARTISTS BASED IN LOS ANGELES, AS WELL AS CHICANO/A ARTISTS, AND INTERNATIONALLY RECOGNIZED ARTISTS FROM MEXICO, LATIN AMERICA, ASIA , AND THE UNITED STATES FOR THE PURPOSE OF EXHIBITION AND PRESENTATION THROUGHOUT ITS CLINICS AND OTHER OF ITS HEALTH SERVICES CENTERS. THIS APPROACH HAS BEEN INSTRUMENTAL IN GIVING ALTAMED PATIENTS A CALM, CURATIVE ENVIRONMENT ALLEVIATING STRESSES ASSOCIATED WITH BEING IN A CLINICAL SETTING. ALTAMED BELIEVES THAT EVERYONE, REGARDLESS OF AGE, RACE, GENDER, OR SOCIAL STANDING, HAS THE RIGHT TO EXPERIENCE ART IN THEIR EVERYDAY LIFE. |
| PART X, LINE 2: | THE CORPORATION QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701D. THE CORPORATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE CORPORATION CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT (>50%) BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE CORPORATION FILES INFORMATION RETURNS IN THE US FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY REVENUE 1,933,119. COST OF GOOD SOLD-PHARMACY 48,197,743. FUNDRAISING EXPENSES 1,419,777. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCOME FROM ALTAMED MANAGEMENT SERVICES LLC 1,842,323. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PHARMACY COST 48,197,743. FUNDRAISING EXPENSES 1,419,777. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES FROM ALTAMED MANAGEMENT SERVICES LLC 3,046,695. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES/ART EXHIBIT AND FUNDRAISING | TypeOfActivitiesConductedTxt |
| Specific Services Provided | ART EXHIBIT FOR FUNDRAISING/BUSINESS INVESTMENT. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $251,462 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $251,462 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $251,462 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOOD & WINE TASTING | Event1Nm |
| Gross Receipts Event1 | $547,712 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $239,012 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $308,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $335,132 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,725 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $285,898 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $469,911 | OtherDirectExpensesEvent1Amt |
| Event2 | HB GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $163,592 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $127,592 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $36,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $626 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $115,645 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $24,711 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $194,196 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $36,159 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $158,037 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $24,530 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,497 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $42,608 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $101,494 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $905,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $402,763 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $502,737 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $361,662 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,848 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $444,151 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $596,116 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,419,777 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$917,040 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE IN MENTORSHIP | ||||||||
| 2548 KNOXVILLE AVENUE | LONG BEACH | CA | 90815 | 454825887 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN LOS ANGELES | ||||||||
| 625 NEW HAMPSHIRE AVE | LOS ANGELES | CA | 90005 | 951644052 | 501(C)(3) | $6,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| AMERICAN NURSES FOUNDATION INC | ||||||||
| PO BOX 504342 | ST LOUIS | MO | 63150 | 131893924 | 501(C)(3) | $25,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| CAL STATE LA UNIVERSITY | ||||||||
| 5151 STATE UNIVERSITY DRIVE GE 314 | LOS ANGELES | CA | 90032 | 954016653 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| CENTER THEATRE GROUP OF LOS ANGELES | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | 952466183 | 501(C)(3) | $35,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| CENTRAL AMERICAN RESOURCE CENTER | ||||||||
| 2845 W 7TH STREET | LOS ANGELES | CA | 90005 | 953867724 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| CITY OF HUNTINGTON PARK | ||||||||
| 6550 MILES AVENUEROOM 127 | HUNTINGTON PARK | CA | 90255 | 950000000 | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. | |
| CORO SOUTHERN CALIFORNIA INC | ||||||||
| 1000 NORTH ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | 954274561 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| EL TEATRO CAMPESINO | ||||||||
| 705 FOURTH STREET | SAN JUAN BAUTISTA | CA | 95045 | 942214186 | 501(C)(3) | $20,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| FUNDACION CANCASQUE | ||||||||
| 12520 FONTHILL AVE | HAWTHORNE | CA | 90250 | 275008962 | 501(C)(3) | $5,750 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| GARFIELD ALUMNI FOUNDATION | ||||||||
| PO BOX 3308 | MONTEBELLO | CA | 90640 | 450621701 | 501(C)(3) | $16,500 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| HOPE | ||||||||
| 634 S SPRING STREET | LOS ANGELES | CA | 90014 | 954718409 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| J PAUL GETTY TRUST | ||||||||
| 1200 GETTY CENTER DRIVE SUITE 400 | LOS ANGELES | CA | 90049 | 951790021 | 501(C)(3) | $20,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| JOHN BENSON SCHOLARSHIP FOUNDATION INC | ||||||||
| PO BOX 578 | WALNUT | CA | 91788 | 461299728 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| LATINO FILM INSTITUTE YOUTH CINEMA PROJECT | ||||||||
| PO BOX 50557 | SAN MARINO | CA | 91118 | 475010246 | 501(C)(3) | $50,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| LATINO MEDICAL STUDENT ASSOCIATION WEST INC | ||||||||
| 800 BILTON WAY | SAN GABRIEL | CA | 91776 | 208595130 | 501(C)(3) | $60,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| LOS ANGELES COUNTY MUSEUM ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 952264067 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| MEXICAN AMERICAN BAR FOUNDATION | ||||||||
| P O BOX 862127 | LOS ANGELES | CA | 90086 | 954358513 | 501(C)(3) | $15,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| MOMS ORANGE COUNTY | ||||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | 330518078 | 501(C)(3) | $5,300 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| MORTIMER AND MIMI LEVITT FOUNDATION | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | 136204678 | 501(C)(3) | $20,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| MUSEUM OF LATIN AMERICAN ART | ||||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | 330786070 | 501(C)(3) | $30,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| NALEO EDUCATIONAL FUND | ||||||||
| 1122 W WASHINGTON BLVD 3RD FLOOR | LOS ANGELES | CA | 90015 | 521212849 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| NATIONAL HISPANIC MEDIA COALITION | ||||||||
| 150 S ARROYO PARKWAY SUI | PASADENA | CA | 91105 | 954111353 | 501(C)(3) | $15,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| NATIONAL MEDICAL FELLOWSHIPS | ||||||||
| 347 FIFTH AVENUE SUITE 510 | NEW YORK | NY | 10016 | 010963657 | 501(C)(3) | $162,500 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| TELACU EDUCATION FOUNDATION | ||||||||
| 5400 E OLYMPIC BLVD THIRD FLOOR | LOS ANGELES | CA | 90022 | 954384333 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| THE ILLUMINATION FOUNDATION | ||||||||
| 2691 RICHTER AVE SUITE 107 | IRVINE | CA | 92606 | 711047686 | 501(C)(3) | $12,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| THE LATINO COALITION INC | ||||||||
| 100 SPECTRUM CENTER DRIVE SUITE 900 | IRVINE | CA | 92618 | 522266386 | 501(C)(6) | $47,500 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD 14TH FLOOR | LOS ANGELES | CA | 90024 | 952250801 | 501(C)(3) | $20,650 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| TIDES CENTER | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $10,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| VINCENT PRICE ART MUSEUM FOUNDATION | ||||||||
| 1301 AVENIDA CESAR CHAVEZ | MONTEREY PARK | CA | 91754 | 330368470 | 501(C)(3) | $30,000 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
| WHITE MEMORIAL MEDICAL CENTER CHARITABLE FOUNDATION | ||||||||
| 1720 CESAR E CHAVEZ AVENUE | LOS ANGELES | CA | 90033 | 953760201 | 501(C)(3) | $35,250 | BOOK | REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASTULO DELA ROCHA JD | ||||||||||||||
| PRESIDENT & CEO | $773,781 | $0 | $305,286 | $0 | $71,168 | $0 | $163,443 | $0 | $7,267 | $0 | $1,320,945 | $0 | $0 | $0 |
| MARIE TORRES | ||||||||||||||
| SVP, GOV REL & COMM RSCH INIT | $320,926 | $0 | $85,986 | $0 | $18,577 | $0 | $10,800 | $0 | $7,267 | $0 | $443,556 | $0 | $0 | $0 |
| JOSE U ESPARZA | ||||||||||||||
| SR. VP OF FINANCE & CFO | $401,995 | $0 | $84,257 | $0 | $33,089 | $0 | $10,800 | $0 | $7,767 | $0 | $537,908 | $0 | $0 | $0 |
| ZOILA ESCOBAR | ||||||||||||||
| SVP, CHIEF ADMIN OFFICER | $352,188 | $0 | $86,345 | $0 | $15,888 | $0 | $10,800 | $0 | $15,099 | $0 | $480,320 | $0 | $0 | $0 |
| ANNA TRAN | ||||||||||||||
| SENIOR STRATEGY EXECUTIVE | $514,435 | $0 | $150,003 | $0 | $13,764 | $0 | $0 | $0 | $30,568 | $0 | $708,770 | $0 | $0 | $0 |
| MARY ANN BARNES | ||||||||||||||
| EVP, CHIEF OPERATING OFFICER | $558,878 | $0 | $140,248 | $0 | $27,168 | $0 | $0 | $0 | $1,283 | $0 | $727,577 | $0 | $0 | $0 |
| ALEX CHEN | ||||||||||||||
| INTERIM EXECUTIVE | $223,956 | $0 | $1,540 | $0 | $6,517 | $0 | $9,238 | $0 | $4,105 | $0 | $245,356 | $0 | $0 | $0 |
| ANGELA D PEOPLES-ROBERTS | ||||||||||||||
| SVP, FACILITY DEVELOPMENT & MGT | $304,401 | $0 | $79,384 | $0 | $14,025 | $0 | $9,864 | $0 | $17,473 | $0 | $425,147 | $0 | $0 | $0 |
| HENRY HOLGUIN | ||||||||||||||
| SVP, GENERAL COUNSEL | $442,006 | $0 | $88,401 | $0 | $20,578 | $0 | $40,800 | $0 | $9,204 | $0 | $600,989 | $0 | $0 | $0 |
| ESIQUIO CASILLAS | ||||||||||||||
| VP, MEDICAL DIRECTOR, PACE PRG | $337,376 | $0 | $69,417 | $0 | $15,824 | $0 | $10,800 | $0 | $25,106 | $0 | $458,523 | $0 | $0 | $0 |
| CRISTIAN RICO MD | ||||||||||||||
| VP, MEDICAL GROUP MEDICAL DIR | $326,724 | $0 | $71,831 | $0 | $1,894 | $0 | $10,800 | $0 | $43,927 | $0 | $455,176 | $0 | $0 | $0 |
| SAYEED KHAN | ||||||||||||||
| SR. VICE PRESIDENT, MED MGMT | $335,243 | $0 | $35,503 | $0 | $20,959 | $0 | $0 | $0 | $18,696 | $0 | $410,401 | $0 | $0 | $0 |
| JACQUELINE RITACCO | ||||||||||||||
| SR. VP CHIEF ADMINISTRATIVE OFFICER | $208,109 | $0 | $0 | $0 | $273,616 | $0 | $8,626 | $0 | $20,074 | $0 | $510,425 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALTAMED MAINTAINS A DISCRETIONARY SPENDING ACCOUNT FOR OFFICERS, KEY EMPLOYEES AND OTHERS WHERE THE COMPANY ALLOWS A CERTAIN AMOUNT TO BE USED AT THE DISCRETION OF THE PAYEE FOR BUSINESS EXPENSES SUCH AS AUTOMOBILE EXPENSES . ANY AMOUNTS USED FROM THE DISCRETIONARY ACCOUNT ARE TAXED TO THE RECIPIENT AS PART OF THEIR COMPENSATION. |
| PART I, LINES 4A-B | FORMER SENIOR VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER OF ALTAMED HEALTH SERVICES RETIRED ON JUNE 1, 2018 FOLLOWING MANY YEARS OF SERVICE. IN RETURN FOR THE YEARS OF SERVICE AND SIGNIFICANT CONTRIBUTIONS TO THE BUSINESS OPERATIONS, ALTAMED PAID SEVERANCE IN THE AMOUNT OF $269,530.60 DURING CALENDAR YEAR 2018. SCHEDULE J:AT THE PRESENT TIME THE PRESIDENT AND CEO IS ELIGIBLE FOR THE ORGANIZATION'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ; FUNDING OF THIS PLAN IS DISCRETIONARY AND ASSETS OF THE PLAN ARE SUBJECT TO THE CLAIMS OF CREDITORS . RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES $152,643 PAID TO THE (SERP) IN CALENDAR YEAR 2018. SENIOR VICE PRESIDENT & GENERAL COUNSEL OF ALTAMED HEALTH SERVICES IS ELIGIBLE TO PARTICIPATE IN AN ALTAMED SPONSORED LONG-TERM INCENTIVE PLAN (457F - EMPLOYER FUNDED), THE PURPOSE OF WHICH IS TO RETAIN KEY EXECUTIVES. IN 2018, HE RECEIVED AN AWARD OF $95,000 UNDER THE LONG-TERM INCENTIVE PLAN. |
| PART I, LINE 7 | SCHEDULE J :ALTAMED MAINTAINS A DISCRETIONARY EXECUTIVE AND DIRECTOR LEVEL BONUS PROGRAM THAT AWARDS INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF CERTAIN ORGANIZATIONAL OBJECTIVES INCLUDING FINANCIAL, OPERATIONAL, QUALITY AND MISSION OBJECTIVES DURING THE FISCAL YEAR. MEMBERS OF THE EXECUTIVE AND DIRECTOR LEADERSHIP TEAM ARE EVALUATED ANNUALLY FOR THEIR ABILITY TO MEET THOSE ORGANIZATIONAL OBJECTIVES TO ARRIVE AT THE INCENTIVE AMOUNT, IF ANY, FOR THE FISCAL YEAR. OVERALL ALTAMED MUST ACHIEVE SPECIFIC FINANCIAL GOALS BEFORE ANY INCENTIVES CAN BE EARNED AND PAID. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| A | 521643828 | 2015-10-01 | $118,760,000 | FINANCE ACQ,CONST,RENOVATION & EQUIPPING OF CAP. PROJ.& REFI A PRIOR LOAN | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | |||||||
| B | 2007-12-14 | $7,012,000 | FINANCE THE COST OF ACQ,CONSTRUCTION,IMPROVEMENT & EQUIPPING OF FACILITIES | 0 | 0 | 0 | |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| C | 521643828 | 2018-10-30 | $20,000,000 | FINANCE EQUIPMENT, FURNITURE & FIXTURE. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $17,069,151 | $119,414,661 | $1,707,227 | $102,892,011 | $3,500,000 | $11,315,423 | Yes (1) | 0 | 0 | Yes (1) | |
| B | $2,009,294 | $7,012,500 | $7,012,500 | 0 | 0 | Yes (1) | Yes (1) | 2008 | |||
| C | $1,860,040 | $20,121,075 | $127,748 | $19,993,328 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | |||
| BANK OF THE WEST | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 15.000000000000 | 0 | 0 |
| (no name) | ||||||||||||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | 0 |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K PART 1-A (D) & (E) | THE ISSUER HAS FILED TWO 8038S FOR THIS ISSUE. THE ISSUE PRICE FOR THE NOTES (DATED SEPTEMBER 29, 2015) IS $17,200,000; THE ISSUE PRICE FOR THE BONDS (DATED OCTOBER 1, 2015) IS $101,560,000. |
| SCHEDULE K PART 1-A (F) | THE PRIOR LOAN WAS ISSUED ON FEBRUARY 14, 2011. |
| SCHEDULE K PART 1-A (E) & PART II LINE 3 | DIFFERENCE BETWEEN PART 1 (E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. |
| SCHEDULE K PART III-A, LINE 7 | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III-A, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III-A, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| SCHEDULE K PATY IV-A, LINE 2(B) | THE REFUNDING PORTION OF THE BONDS HAS MET THE 6-MONTH SPENDING EXCEPTION TO REBATE. |
| SCHEDULE K PART II-C LINE 3 | DIFFERENCE BETWEEN PART 1-C (E) AND PART II-C, LINE 3 IS DUE TO INTEREST EARNINGS ON NOTE PROCEEDS. |
| SCHEDULE K PART III-C LINE 7 | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III-C, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III-C, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)
| Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| CASTULO DE LA ROCHA | ||||||
| SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $12,941,173 | $16,241,180 | 0 | Yes (1) | Yes (1) |
| ZOILA D ESCOBAR | ||||||
| SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $3,115,000 | $3,909,327 | 0 | Yes (1) | Yes (1) |
| JOSE U ESPARZA | ||||||
| SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $3,117,100 | $3,911,962 | 0 | Yes (1) | Yes (1) |
| MARIE S TORRES | ||||||
| SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $3,551,891 | $4,457,625 | 0 | Yes (1) | Yes (1) |
| MARTIN SEROTA | ||||||
| SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $3,405,795 | $3,789,044 | 0 | Yes (1) | Yes (1) |
| OMNICARE MEDICAL GROUP INC | ||||||
| LOAN WAS FOR FINANCING ACQUISITION OF OMNICARE MEDICAL GROUP INC. | Yes (X) | $13,000,000 | $9,146,157 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $41,455,295 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART X LINE 5 | IN 2011 ALTAMED ADOPTED A SPLIT DOLLAR RETENTION AND LOAN PLAN (THE PLAN) DESIGNED TO ASSIST ALTAMED IN RECRUITING AND RETAINING KEY EXECUTIVES AND REWARD FUTURE SERVICE. THE PLAN IS DESIGNED TO SATISFY THE FINAL REGULATIONS DEALING WITH LOANS MADE TO EXECUTIVES TO PAY PREMIUMS ON LIFE INSURANCE POLICIES THEY OWN. REPAYMENT OF THE LOANS ARE SECURED BY THE CASH VALUES AND DEATH BENEFITS IN ACCORDANCE WITH TAX AND CALIFORNIA LEGAL REQUIREMENTS. IN ADDITION, THE LOANS BEAR INTEREST AND BECAUSE OF THE PLAN'S DESIGN, ALTAMED IS EXPECTED TO BE REPAID FULLY WITH THE APPLICABLE FEDERAL RATE OF INTEREST. THE LOANS ARE REPORTED ON PART X AND SCHEDULE L. |
| PART II COLUMN B (RELATIONSHIP WITH ORGANIZATION)FOR OMNICARE MEDICAL GROUP | THE VP OF MEDICAL GROUP OF ALTAMED HEALTH SERVICES CORPORATION IS THE SOLE STOCKHOLDER OF ALTAMED INDEPENDENT PHYSICIAN NETWORK INC. WHICH IS THE SOLE STOCKHOLDER OF OMNICARE MEDICAL GROUP INC. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOR SPECIAL EVENTS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $444,311 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT AND CEO IS RELATED BY MARRIAGE TO THE SENIOR VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 11B | ALTA MED HEALTH SERVICES CORPORATION OUTSIDE CPA FIRM AND FINANCE STAFF PREPARE FORM 990. THE FORM IS THEN REVIEWED AND APPROVED BY THE ORGANIZATION PRESIDENT AND SR. VP OF FINANCE AND CFO. THE FORM IS THEN PROVIDED TO THE FULL BOARD FOR ACCEPTANCE BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALTAMED HEALTH SERVICES CORPORATION ("ALTAMED") MAINTAINS POLICIES THAT REQUIRE ANNUAL ACKNOWLEDGMENT OF ALTAMED'S CONFLICT OF INTEREST POLICIES AND THE SUBSEQUENT DISCLOSURE OF ANY SUCH CONFLICTS, AS NECESSARY, BY ALL BOARD MEMBERS, EMPLOYEES AND AGENTS ("DISCLOSING PARTIES") WHO: A) HAVE THE AUTHORITY TO NEGOTIATE OR APPROVE BUSINESS DECISIONS AND/OR REFERRALS TO ENTITIES PAID DIRECTLY OR INDIRECTLY BY MEDICARE AND/OR MEDICAID SERVICES AND B) HAVE PERSONAL, FINANCIAL, AND/OR OTHER INTEREST. DISCLOSING PARTIES MUST NOTIFY AND DISCLOSE ANY SUSPECTED OR KNOWN CONFLICTS OF INTEREST TO THE OFFICE OF COMPLIANCE AND RISK MANAGEMENT ("OCRM"). ALTAMED'S POLICIES ARE REVIEWED WITH DISCLOSING PARTIES ANNUALLY THROUGH TRAINING VIDEOS AND IN-PERSON PRESENTATIONS, WITH SIGNED ACKNOWLEDGMENTS OBTAINED WHERE POSSIBLE AND APPROPRIATE. ALTAMED MAINTAINS A DETAILED REVIEW PROCESS FOR ANY POTENTIAL CONFLICTS IDENTIFIED BY ANY DISCLOSING PARTIES. THIS PROCESS INCLUDES FACT GATHERING, REVIEW OF THE CIRCUMSTANCES, A DETERMINATION OF ANY ACTUAL CONFLICTS, AND REMEDIATION STEPS TO ADDRESS SUCH ACTUAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE. A NATIONALLY RECOGNIZED INDEPENDENT COMPENSATION CONSULTANT FIRM IS ENGAGED TO REVIEW THE CORPORATION'S PRESIDENT & CEO COMPENSATION. THE FIRM UNDERTAKES SPECIFIC PROTOCOLS AND OBTAINS ORGANIZATIONAL DATA FROM NUMEROUS COMPANIES AND PEER GROUPS AND THEN RENDERS A "REASONABLENESS" OPINION TO THE BOARD OF DIRECTORS. THE FIRM'S PROCESS INCLUDES A REVIEW OF COMPENSATION DATA OF SIMILARLY CONSTITUTED COMPANIES, MARKET TRENDS, THE ORGANIZATION'S PRESENT COMPENSATION PACKAGE FOR THE PRESIDENT & CEO INCLUDING CASH AND NON-CASH BENEFITS, AND THE METHODOLOGY AND PHILOSOPHY USED FOR THE ASSESSMENT AND TOTAL COMPENSATION ANALYSIS. ADDITIONALLY, MARKET BENEFIT AND RECRUITMENT AND RETENTION TRENDS ARE CONSIDERED AND EVALUATED. THE FIRM'S REPORT INCLUDING OPINIONS ARE PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH IS COMPRISED OF FOUR INDEPENDENT DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS PROVIDED WITH EXTERNAL PEER GROUP DATA THAT INCLUDES EXECUTIVE COMPENSATION (IN U.S. DOLLARS AND MARKET PERCENTILES) OF COMPARABLY SIZED CALIFORNIA NON PROFIT AND SOME FOR PROFIT HEALTHCARE ORGANIZATIONS. THE FIRM'S OPINIONS ARE BASED ON COMPARABILITY DATA FROM NATIONAL AND REGIONAL DATA BASES, FROM WHICH COMPARISONS OF THE ORGANIZATION'S PRESIDENT & CEO COMPENSATION WITH EXTERNAL PEER GROUP COMPENSATION LEVELS CAN BE MADE, WHICH IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IN ITS REPORT. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS ALSO PRESENTED WITH DATA THAT COMPARES THE ORGANIZATION'S COMPENATION PACKAGE FOR THE PRESIDENT & CEO TO THE LEVEL GENERALLY TARGETED IN THE ORGANIZATION'S COMPENSATION PHILOSOPHY. BASED UPON THE TOTALITY OF THE DATA GARNERED BY THE COMPENSATION CONSULTING FIRM, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS PROVIDED WITH THE FIRM'S OPINION AS TO THE "REASONABLENESS" OF THE PRESIDENT & CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DELIBERATES ON THE DATA TO ASSESS WHETHER IT IS APPROPRIATE IN REPRESENTING COMPENSATION LEVELS WITH SIMILAR ORGANIZATIONS, POSITIONS AND CIRCUMSTANCES AND THAT IT REPRESENTS FAIR MARKET VALUE FOR SERVICES RENDERED ON A REALISTIC BASIS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ALSO INTERVIEWS THE PRESIDENT & CEO AND CONSIDERS THE PRESIDENT & CEO'S SELF-EVALUATION AND OTHER INFORMATION RELEVANT TO ASSESSING THE PRESIDENT & CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES ITS RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR THE PRESIDENT & CEO'S COMPENSATION. THE BOARD OF DIRECTORS IS PROVIDED WITH AVAILABLE INFORMATION AND THE OPINIONS OF THE EXPERTS AND DELIBERATES AND DISCUSSESS SUCH INFORMATION AND OPINIONS AS IT DEEMS NECESSARY TO PROPERLY ASSESS THE COMPENSATION LEVELS OF THE ORGANIZATION'S PRESIDENT & CEO. THE PRESIDENT & CEO PERIODICALLY RECEIVES A REPORT FROM MERCER, A NATIONALLY RECOGNIZED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT COMPILES COMPENSATION BENCHMARKS AND COMPARES THE COMPENSATION ARRANGEMENTS OF SIMILAR EXECUTIVES ACROSS THE COUNTRY IN SIMILAR INDUSTRIES. THE PRESIDENT & CEO, WILL ANNUALLY REVIEW THE FIXED AND VARIABLE COMPENSATION OF "OTHER OFFICERS OR KEY EMPLOYEES" OF ALTAMED. THIS REVIEW AND ASSESSMENT INCLUDES THE FOLLOWING: AN EMPLOYEE'S CURRENT FIXED AND VARIABLE COMPENSATION PACKAGE; MARKET COMPENSATION DATA, NATIONAL AND/OR LOCAL, OF SIMILARLY CONSTITUTED COMPANIES AND EXECUTIVES AS PROVIDED BY MERCER; MARKET TRENDS, NATIONAL AND/OR LOCAL; AN EVALUATION OF THE EMPLOYEE'S PERFORMANCE LEVELS FOR THE RELEVANT PERFORMANCE CYCLE INCLUDING AN EMPLOYEE SELF-REVIEW; AN EVALUATION OF THE ALTAMED'S PERFORMANCE LEVELS FOR THE RELEVANT PERFORMANCE CYCLE; COMPENSATION DATA OF INTERNAL PEERS; THE METHODOLOGY AND/OR COMPENSATION PHILOSOPHY USED FOR THE RELEVANT PERFORMANCE CYCLE; INPUT FROM HUMAN RESOURCES; AND, OTHER RELEVANT AND LAWFUL INFORMATION, AS APPROPRIATE. AFTER REVIEW AND ASSESSMENT, THE PRESIDENT & CEO WILL DETERMINE WHETHER THE COMPENSATION PROVIDED TO THE EMPLOYEE APPROPRIATELY REPRESENTS: (1) COMPENSATION LEVELS WITH SIMILAR ORGANIZATIONS, POSITIONS AND CIRCUMSTANCES, AND (2) FAIR MARKET VALUE FOR THE SERVICES RENDERED BY THE EMPLOYEE ON A REALISTIC BASIS. THE PRESIDENT & CEO WILL DETERMINE COMPENSATION ADJUSTMENTS, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION C, LINE 19 | SOME OR ALL OF THESE ITEMS MAY BE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET LOSS FROM ALTAMED MANAGEMENT SERVICES LLC 3,137,491. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTAMED MANAGEMENT SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 CAMFIELD AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810785877 | EIN |
| Primary Activities | MANAGED CARE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | -$3,137,491 | TotalIncomeAmt |
| End Of Year Assets | $800,285 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTAMED HEALTH SERVICES CORPORATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ALTAMED STATE PAC | ||||||||||
| 777 S FIGUEROA ST STE 4050 | LOS ANGELES | CA | 90017 | 475260687 | POLITICAL ADVOCACY | CA | 527 | N/A | 0 | |
| ALTAMED FOUNDATION | ||||||||||
| 2040 CAMFIELD AVE | LOS ANGELES | CA | 90040 | 954090420 | FUNDRAISING | CA | 501(C)(3) | SECTION 509(A)(1) | 0 | ALTAMED HEALTH SERVICES CORPORATION |
| ALTAMED ACTION FUND | ||||||||||
| 777 S FIGUEROA ST STE 4050 | LOS ANGELES | CA | 90017 | 465650824 | SOCIAL WELFARE ACTIVITIES | CA | 501(C)(4) | N/A | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTAMED HEALTH NETWORK INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 CAMFIELDAVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460635843 | EIN |
| Primary Activities | MANAGED CARE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTAMED HEALTH SERVICES CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$222,649 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,144,511 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALTAMED ACTION FUND | ||
| B | $299,923 | ACTUAL AMOUNT PAID |
| ALTAMED HEALTH NETWORK INC | ||
| A | $120,000 | AMOUNT ACCRUED |
| ALTAMED HEALTH NETWORK INC | ||
| D | $6,000,000 | ACTUAL AMOUNT PAID |
| ALTAMED MANAGEMENT SERVICES LLC | ||
| L | $1,842,323 | AMOUNT ACCRUED |
| ALTAMED HEALTH NETWORK INC | ||
| Q | $62,164 | AMOUNT ACCRUED |