PALOMAR HEALTH DEVELOPMENT INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PALOMAR HEALTH DEVELOPMENT INC (EIN 20-2356830)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201941339349307819
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T18:02:51-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7676 HAZARD CENTER DRIVE STE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202356830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALOMAR HEALTH DEVELOPMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALO | BusinessNameControlTxt |
| Phone | 7607406383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 E GRAND AVENUE | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLOS BOHORQUEZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7607406383 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA A ROMERO | PreparerPersonNm |
| PTIN | P00485021 | PTIN |
| Phone | 6198104940 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.30.50.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 14:22:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A7A4C1B7FF3B7B460E0B06DC84736BA918DC9622 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F47D859581E9A8437CD29F47CF0E69A1ADB5B9C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARLOS BOHORQUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 E GRAND AVENUE | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,596,243 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PALOMARHEALTH.ORG/PALOMAR-HEALTH-DEVELOPMENT | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEEK, SECURE & MANAGE FUNDS THAT PROMOTE/SUPPORT THE MISSION, VISION & VALUES OF PALOMAR HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,544,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,590,219 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,817 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,024 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,549,647 | PYTotalRevenueAmt |
| CY Total Revenue | $3,596,243 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,414,675 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,514,824 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $961,866 | PYOtherExpensesAmt |
| CY Other Expenses | $950,426 | CYOtherExpensesAmt |
| PY Total Expenses | $3,376,541 | PYTotalExpensesAmt |
| CY Total Expenses | $3,465,250 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $173,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $130,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,057,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,062,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,030,384 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,903,708 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$972,546 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$841,553 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IDENTIFY THE COMMUNITY'S HEALTHCARE PRIORITIES AND MEET THESE PRIORITIES IN CONJUNCTION WITH THE STRATEGIC PRIORITIES OF PALOMAR HEALTH AS A CALIFORNIA HEALTH CARE DISTRICT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,542,704 | ExpenseAmt |
| Desc | THE HEALTHY DEVELOPMENT SERVICES (HDS) - ADMINISTERED BY PALOMAR HEALTH DEVELOPMENT IS A NORTH SAN DIEGO COUNTY PROJECT THAT PROVIDES NO COST DEVELOPMENTAL CHECKUPS AND PROMOTES AND SUPPORTS AN INTEGRATED NETWORK OF SERVICES THAT ADDRESS THE HEALTH AND DEVELOPMENT NEEDS OF CHILDREN FROM BIRTH THROUGH FIVE YEARS OF AGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,289,098 | ExpenseAmt |
| Desc | THE FIRST 5 FIRST STEPS - THE NORTH COUNTY PROGRAM IS ADMINISTERED BY PALOMAR HEALTH DEVELOPMENT. THE HOME VISITING PROGRAM PROVIDES HOME VISITING SERVICES FOR PREGNANT WOMEN AND FAMILIES WITH CHILDREN AGES 0-3. FIRST STEPS PROMOTES POSITIVE PARENTING AND ENHANCES CHILD HEALTH AND DEVELOPMENT FOR FAMILIES WHO MAY FACE HARDSHIPS AND STRESSORS THAT PLACE THEM AT INCREASED RISK FOR POOR HEALTH AND DEVELOPMENTAL OUTCOMES. OUR SERVICES ARE OFFERED OVER THE LONG TERM TO PREPARE CHILDREN TO ENTER SCHOOL AS ACTIVE LEARNERS, AND ENSURE THAT ALL CHILDREN ARE HEALTHY, LOVED AND NURTURED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $154,730 | ExpenseAmt |
| Desc | NEW ALTERNATIVES (GREEN OAK RANCH) - PROVIDES AN INTAKE CENTER FOR ASSESSMENT AND PLACEMENT OF ABUSED, NEGLECTED, AND/OR ABANDONED CHILDREN TAKEN INTO IMMEDIATE PROTECTIVE CUSTODY BY LAW ENFORCEMENT OFFICERS AND/OR HEALTH & HUMAN SERVICES AGENCY SOCIAL WORKERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,986,532 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALOMAR HEALTH DEVELOPMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4422813731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W VALLEY PARKWAY STE 201 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| HANS CHRISTIAN SISON | |||||||
| CHAIRPERSON | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $5,736 | $30,568 |
| JEFF D GRIFFITH | |||||||
| VICE CHAIRPERSON | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $5,636 | $6,902 |
| JOY GORZEMAN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $6,747 | $10,845 |
| DIANE HANSEN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $531,549 | $73,918 |
| BOB HEMKER | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $856,066 | $132,328 |
| CARLOS BOHORQUEZ DECEMBER 2018 | |||||||
| CHIEF FINANCIAL OFFICER | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,405,734 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $254,561 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,472,397 | GovernmentGrantsAmt |
| All Other Contributions | $117,822 | AllOtherContributionsAmt |
| Total Contributions | $3,590,219 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,024 | TotalRevenueColumnAmt |
| Exclusion | $6,024 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,596,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,739 | TotalAmt |
| Program Services | $1,728,650 | ProgramServicesAmt |
| Management And General | $277,089 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,646 | TotalAmt |
| Program Services | $306,514 | ProgramServicesAmt |
| Management And General | $49,132 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,439 | TotalAmt |
| Program Services | $132,242 | ProgramServicesAmt |
| Management And General | $21,197 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Program Services | $11,635 | ProgramServicesAmt |
| Management And General | $1,865 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,099 | TotalAmt |
| Program Services | $580,112 | ProgramServicesAmt |
| Management And General | $92,987 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,248 | TotalAmt |
| Program Services | $3,661 | ProgramServicesAmt |
| Management And General | $587 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,035 | TotalAmt |
| Program Services | $23,300 | ProgramServicesAmt |
| Management And General | $3,735 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,862 | TotalAmt |
| Program Services | $17,980 | ProgramServicesAmt |
| Management And General | $2,882 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,430 | TotalAmt |
| Program Services | $1,232 | ProgramServicesAmt |
| Management And General | $198 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,563 | TotalAmt |
| Program Services | $77,190 | ProgramServicesAmt |
| Management And General | $12,373 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380 | TotalAmt |
| Program Services | $1,189 | ProgramServicesAmt |
| Management And General | $191 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $73,157 | $63,050 | $10,107 |
| EQUIPMENT | $20,098 | $17,321 | $2,777 |
| TRAINING | $11,491 | $9,904 | $1,587 |
| OTHER EXPENSES | $10,463 | $9,018 | $1,445 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100 | TotalAmt |
| Program Services | $3,534 | ProgramServicesAmt |
| Management And General | $566 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,465,250 | TotalAmt |
| Program Services | $2,986,532 | ProgramServicesAmt |
| Management And General | $478,718 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,981 | BOYAmt |
| EOY | $987,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,599 | BOYAmt |
| EOY | $418,113 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,845 | BOYAmt |
| EOY | $654,426 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,413 | BOYAmt |
| EOY | $2,523 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,057,838 | BOYAmt |
| EOY | $2,062,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,634 | BOYAmt |
| EOY | $618,395 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013 | BOYAmt |
| EOY | $6,013 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,737 | BOYAmt |
| EOY | $2,279,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,030,384 | BOYAmt |
| EOY | $2,903,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,296,138 | BOYAmt |
| EOY | -$1,072,371 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,592 | BOYAmt |
| EOY | $230,818 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$972,546 | BOYAmt |
| EOY | -$841,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,057,838 | BOYAmt |
| EOY | $2,062,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $130,993 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,745,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,877,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,885,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,544,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,590,219 | CurrentTaxYearAmt |
| Total | $18,643,820 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,745,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,877,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,885,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,544,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,590,219 | CurrentTaxYearAmt |
| Total | $18,643,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,643,820 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,024 | CurrentTaxYearAmt |
| Total | $9,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,653,420 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,200,357 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT - PALOMAR HEALTH | Desc |
| Amt | $2,279,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,279,300 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,596,243 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,596,243 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,596,243 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,465,250 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,465,250 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,465,250 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS CONSIDERED THE TAX POSITIONS TAKEN IN ITS TAX RETURNS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANE HANSEN | ||||||||||||||
| DIRECTOR | $0 | $513,549 | $0 | $18,000 | $0 | $0 | $0 | $71,758 | $0 | $2,160 | $0 | $605,467 | $0 | $0 |
| BOB HEMKER | ||||||||||||||
| DIRECTOR | $0 | $835,032 | $0 | $21,034 | $0 | $0 | $0 | $98,532 | $0 | $33,796 | $0 | $988,394 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PALOMAR HEALTH DEVELOPMENT DOES NOT PAY ANY OFFICERS OR KEY EMPLOYEES. PALOMAR HEALTH, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. PALOMAR HEALTH HAS A FORMAL COMPENSATION REVIEW POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ENTITY HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING MANAGER AND CFO REVIEW THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS A CONTROLLED ORGANIZATION, PHD IS SUBJECT TO THE POLICIES OF PALOMAR HEALTH (PH). PH HAS ESTABLISHED WRITTEN POLICIES FOR CONFLICT OF INTEREST, WHISTLE BLOWING, DOCUMENT RETENTION AND DESTRUCTION. THESE POLICIES ARE REVIEWED ANNUALLY BY IN-HOUSE COUNSEL AND ARE PROVIDED TO EMPLOYEES AND BOARD MEMBERS THROUGH HARD COPY ON-LINE ACCESS. OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PROVIDED WITH A QUESTIONNAIRE ANNUALLY WHICH REQUIRES THEM TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | PALOMAR HEALTH DEVELOPMENT, INC. DOES NOT PAY ANY COMPENSATION TO OFFICERS OR KEY EMPLOYEES. PALOMAR HEALTH (PH), A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. PALOMAR HEALTH HAS A FORMAL COMPENSATION REVIEW POLICY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART VI, SECTION C, LINE 19 | INFORMATION PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 114,462. MANAGEMENT AND GENERAL EXPENSES 18,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,809. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 421,702. MANAGEMENT AND GENERAL EXPENSES 67,595. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 489,297. LICENSE FEES: PROGRAM SERVICE EXPENSES 43,948. MANAGEMENT AND GENERAL EXPENSES 7,045. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,993. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALOMAR HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 E GRAND AVE | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956003843 | EIN |
| Primary Activities | MEDICAL CARE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 115(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PALOMAR HEALTH | ||
| P | $3,114,301 | INVOICES |
| PALOMAR HEALTH | ||
| J | $20,000 | RENT AGREEMENT |
| PALOMAR HEALTH | ||
| E | $2,279,300 | LINE OF CREDIT |