PARTNERS IN CARE FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS IN CARE FOUNDATION INC (EIN 95-3954057)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349311958
- Schema version
- 2016v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:51:08-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W Riverside Avenue Suite 900 | AddressLine1Txt |
| City | Spokane | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992010611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953954057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Partners in Care Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PARTNERS IN CARE FOUNDATION | InCareOfNm |
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 8188373775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 Mott St Suite 150 | AddressLine1Txt |
| City | San Fernando | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JUNE SIMMONS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cindy J Janikowski | PreparerPersonNm |
| PTIN | P00165179 | PTIN |
| Phone | 5097478095 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W JUNE SIMMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 Mott St150 | AddressLine1Txt |
| City | San Fernando | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,705,010 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.picf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Assist healthcare providers and community based organizations to create, implement, and evaluate ways of delivering care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 165 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,364,750 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,186,892 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,060,723 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,101,366 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$71,067 | PYOtherRevenueAmt |
| CY Other Revenue | $135,699 | CYOtherRevenueAmt |
| PY Total Revenue | $15,364,641 | PYTotalRevenueAmt |
| CY Total Revenue | $11,494,509 | 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 | $8,921,971 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,875,236 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $333,360 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,790,368 | PYOtherExpensesAmt |
| CY Other Expenses | $4,217,221 | CYOtherExpensesAmt |
| PY Total Expenses | $14,712,339 | PYTotalExpensesAmt |
| CY Total Expenses | $13,092,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $652,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,597,948 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,120,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,725,055 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,451,174 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,101,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,669,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,623,312 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Partners is a think tank and a proving ground. Partners changes the shape of health care by creating high impact, innovative ways of bringing more effetive clinical and social services to people and communities. Partners' direct services test, measure, refine, and replciate innovative programs and services, to bring needed care to diverse populations. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $3,127,050 | ExpenseAmt |
| Revenue | $3,425,665 | RevenueAmt |
| Desc | Care Coordination- Partners in Care Foundation's short-term services and supports help keep high risk patients stabilized at home. Our Care Transitions program works with physicians, hospitals, health plans and skilled nursing facilities, by providing health coaches to help patients make their best possible recovery after hospitalization. That includes coaching patients to make personal plans for better health, and connecting them to community-based services that stabilize them at home and avoid hospital readmission. Our complex care coordination provides health coaching assistance for up to 90 days for people with the most complicated health challenges. Our HomeMeds program inventories medications and coordinates with a pharmacist, the patient and their doctor to identify and resolve medication-related risks. Our Partners At Home program provides care coordination and care transitions services. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,767,345 | ExpenseAmt |
| Desc | Long-Term Support Services- Partners Face-to-Face assessments, eligibility interviews conveniently done at home can qualify Medi-Cal seniors with serious frailty and cognitive difficulties for adult day services that provide medical oversight, nutrition, friendship and daytime safety while caregivers are at work. Our Multi-Purpose Senior Services Program (MSSP) supports our regions lowest income and frailest elders by fulfilling their fervent desire to live independently at home in their communities. This program designs, implements and monitors customized care plans based on comprehensive assessments, then arranges whatever is needed for a dignified aging experience. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,591,175 | ExpenseAmt |
| Revenue | $1,212,585 | RevenueAmt |
| Desc | Network Services- Partners at Home, a Community Network of Partners in Care, is a statewide alliance of community-based social service providers with the expertise, local knowledge, language diversity and cultural sensitivity to empower older adults and people with disabilities to live and age in their communities. The Network streamlines service access for hospitals, health plans and physician groups - providing a single point of connection with home and community-based interventions that optimize health outcomes. Partners at Home coordinates a large spectrum of resources, including in-home support services, meal delivery, transportation, safety evaluations, home modifications and more. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,748,819 | ExpenseAmt |
| Revenue | $1,463,116 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,748,819 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,463,116 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,234,389 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 165 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARTNERS IN CARE FOUNDATION | PersonNm |
| Phone | 8188373775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 MOTT STREET SUITE 150 | AddressLine1Txt |
| City | SAN FERNANDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Cathi Cunningham | |||||||||
| Chair | 0.2 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Peter Mackler | |||||||||
| Vice Chair | 0.2 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marta Fernandez | |||||||||
| Vice Chair | 0.2 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gordon M Johnson | |||||||||
| Treasurer | 0.2 | 0.2 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Maureen Archambault | |||||||||
| Secretary | 0.2 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James B Edwards | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Seth Ellis | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rick Hopfer | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward Kim | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Katherine A Kirchoff | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer L Kozakowski | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Eve M Kurtin | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stuart Levine | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Randi Lee Lundy - Outgoing | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert W Lundy | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Manoj K Mathew | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen T O' Dell | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ted Schwab | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Adrian Stern | |||||||||
| Board Member | 0.2 | 0.2 | Yes (X) | $0 | $0 | $0 | |||
| Alexander Strachan | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey P Winter | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane Wittenerg | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gideon Young | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mari Zag | |||||||||
| Board Member | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| June Simmons | |||||||||
| CEO | 40.0 | 0.2 | Yes (X) | $381,556 | $0 | $0 | |||
| Anwar Zoueihid | |||||||||
| VP Health Services | 40.0 | 0.0 | $145,938 | $0 | $5,830 | Yes (X) | |||
| Arna Fulcher | |||||||||
| VP Finance | 40.0 | 0.0 | $143,177 | $0 | $0 | Yes (X) | |||
| Sandra Atkins | |||||||||
| VP Strategic Initiatives | 40.0 | 0.0 | $133,250 | $0 | $5,356 | Yes (X) | |||
| Wayne Castillo - Outgoing | |||||||||
| CIO | 40.0 | 0.0 | $122,897 | $0 | $0 | Yes (X) | |||
| Ester Sefliyan | |||||||||
| Senior Director HS | 40.0 | 0.0 | $112,625 | $0 | $4,498 | Yes (X) | |||
| Stephanie Wilson | |||||||||
| VP Developement | 40.0 | 0.0 | $109,973 | $0 | $4,406 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,149,416 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,090 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| American Express | |||||
| 20500 Belshaw Ave | CARSON | CA | 90746 | Retail Services | $425,848 |
| JJ Executive Services | |||||
| 4128 Rhodes Ave | STUDIO CITY | CA | 91604 | Professional Svcs. | $406,586 |
| Delta- T Group Los Angeles Inc | |||||
| PO Box 884 | BRYN MAWR | PA | 19010 | Prof. Contract Labor | $154,541 |
| Lisa Williams | |||||
| 28 Waterside Circle | SAN RAFAEL | CA | 94903 | Prof. Consulting | $144,553 |
| Loopback Analytics | |||||
| 14900 Landmark Blvd Suite 240 | DALLAS | TX | 75254 | Analytic Services | $132,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $341,754 | FundraisingAmt |
| Government Grants | $4,845,138 | GovernmentGrantsAmt |
| Total Contributions | $5,186,892 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CARE COORDINATION | 900099 | $3,425,665 | $3,425,665 |
| HEALTH SELF MANAGEMENT | 900099 | $1,284,029 | $1,284,029 |
| NETWORK SERVICES | 900099 | $1,212,585 | $1,212,585 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $179,087 | $179,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,101,366 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,168 | TotalRevenueColumnAmt |
| Exclusion | $8,168 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $117,386 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,002 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,384 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,384 | TotalRevenueColumnAmt |
| Exclusion | $62,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $265,340 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $341,754 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $155,499 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,841 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUES | Desc |
| Total Revenue Column | $25,858 | TotalRevenueColumnAmt |
| Exclusion | $25,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,858 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,494,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,101,366 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $96,410 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,556 | TotalAmt |
| Program Services | $309,060 | ProgramServicesAmt |
| Management And General | $57,233 | ManagementAndGeneralAmt |
| Fundraising | $15,263 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,110,556 | TotalAmt |
| Program Services | $5,596,496 | ProgramServicesAmt |
| Management And General | $1,269,357 | ManagementAndGeneralAmt |
| Fundraising | $244,703 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,302 | TotalAmt |
| Program Services | $77,620 | ProgramServicesAmt |
| Management And General | $25,145 | ManagementAndGeneralAmt |
| Fundraising | $6,537 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,720 | TotalAmt |
| Program Services | $592,278 | ProgramServicesAmt |
| Management And General | $134,950 | ManagementAndGeneralAmt |
| Fundraising | $22,492 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,102 | TotalAmt |
| Program Services | $412,888 | ProgramServicesAmt |
| Management And General | $93,202 | ManagementAndGeneralAmt |
| Fundraising | $18,012 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,253 | TotalAmt |
| Program Services | $243,253 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,674 | TotalAmt |
| Management And General | $34,674 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,281 | TotalAmt |
| Management And General | $94,281 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,799 | TotalAmt |
| Program Services | $906,890 | ProgramServicesAmt |
| Management And General | $300,034 | ManagementAndGeneralAmt |
| Fundraising | $18,875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,817 | TotalAmt |
| Program Services | $19,560 | ProgramServicesAmt |
| Management And General | $14,290 | ManagementAndGeneralAmt |
| Fundraising | $1,967 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,404 | TotalAmt |
| Program Services | $365,407 | ProgramServicesAmt |
| Management And General | $85,973 | ManagementAndGeneralAmt |
| Fundraising | $43,024 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,002 | TotalAmt |
| Management And General | $55,002 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,564 | TotalAmt |
| Program Services | $144,828 | ProgramServicesAmt |
| Management And General | $32,736 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,412 | TotalAmt |
| Program Services | $277,801 | ProgramServicesAmt |
| Management And General | $50,424 | ManagementAndGeneralAmt |
| Fundraising | $102,187 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,755 | TotalAmt |
| Management And General | $105,755 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,563 | TotalAmt |
| Program Services | $55,339 | ProgramServicesAmt |
| Management And General | $28,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED SERVICES | $903,963 | $898,645 | $901 | $4,417 |
| DUES, LICENSES,& SUBSCRIPTION | $295,895 | $226,367 | $69,528 | |
| SPECIAL EVENTS | $14,570 | $6,257 | $6,209 | $2,104 |
| OTHER ITEMS | $177,768 | $101,700 | $66,790 | $9,278 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$155,499 | TotalAmt |
| Fundraising | -$155,499 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,092,457 | TotalAmt |
| Program Services | $10,234,389 | ProgramServicesAmt |
| Management And General | $2,524,708 | ManagementAndGeneralAmt |
| Fundraising | $333,360 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,260,425 | BOYAmt |
| EOY | $1,053,244 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,209 | BOYAmt |
| EOY | $361,752 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,857 | BOYAmt |
| EOY | $9,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,211,429 | BOYAmt |
| EOY | $3,115,362 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,412 | BOYAmt |
| EOY | $66,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,835,194 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,297,162 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,215 | BOYAmt |
| EOY | $538,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,399 | BOYAmt |
| EOY | $413,564 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,265 | BOYAmt |
| EOY | $167,458 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,120,211 | BOYAmt |
| EOY | $5,725,055 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,834 | BOYAmt |
| EOY | $1,101,743 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,340 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,451,174 | BOYAmt |
| EOY | $1,101,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,869,177 | BOYAmt |
| EOY | $3,575,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,799,860 | BOYAmt |
| EOY | $1,047,701 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,669,037 | BOYAmt |
| EOY | $4,623,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,120,211 | BOYAmt |
| EOY | $5,725,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,597,948 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$478,948 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $31,171 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $6,907,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,561,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,421,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,364,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,186,892 | CurrentTaxYearAmt |
| Total | $29,441,921 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,907,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,561,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,421,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,364,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,186,892 | CurrentTaxYearAmt |
| Total | $29,441,921 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,441,921 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,168 | CurrentTaxYearAmt |
| Total | $77,756 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,858 | CurrentTaxYearAmt |
| Total | $82,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,602,433 | TotalSupportAmt |
| Public Support CY170 | 0.99458 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $743,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $305,846 | DepreciationAmt |
| Book Value | $437,713 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $575,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $562,786 | DepreciationAmt |
| Book Value | $12,564 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $516,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $428,530 | DepreciationAmt |
| Book Value | $87,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $538,032 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,683,202 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $188,693 | OtherRevenueAmt |
| Revenue Not Reported | $188,693 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,494,509 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,494,509 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,249,979 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $157,522 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,522 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,092,457 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $13,092,457 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d - Other Adjustments | Change in value of Charitable Remainder Unitrust...................33,194 Special Events Expense............................................155,499 Total to Schedule D, Part XI, Line 2d.............................188,693 |
| Part XII, Line 2d - Other Adjustments | Special events expense............................................155,499 Other Items.........................................................2,023 Total.............................................................157,522 |
| Part X, Line 2 | Partners is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Partners in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Partners returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. CHIC, a for-profit subsidiary, accounts for income taxes in accordance with generally accepted accounting principles. These principles require an asset and liability approach to the recognition of deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the consolidated financial statements or tax returns. Under this method deferred tax liabilities and assets are determined based on the difference between the consolidated financial statements carrying amounts and the tax basis of assets and liabilities using enacted laws and rates currently in effect. For the year ended June 30, 2017, CHIC has not recorded any tax liability or asset in its consolidated financial statements in the belief that these amounts would be immaterial. rates currently in effect. For the year ended June 30, 2017, CHIC has not recorded any tax liability or asset in its consolidated financial statements in the belief that these amounts would be immaterial. |
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 | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Tribute Dinner | Event1Nm |
| Gross Receipts Event1 | $348,979 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $220,762 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $128,217 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,158 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $115,749 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,310 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $83,298 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $59,023 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,275 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,381 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $17,312 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,582 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $174,817 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $61,969 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $112,848 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,007 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $607,094 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $341,754 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $265,340 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,539 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $133,061 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,899 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $155,499 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $109,841 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|
| Anwar Zoueihid | ||||
| VP Health Services | $145,938 | $5,830 | $151,768 | |
| June Simmons | ||||
| CEO | $319,880 | $381,556 | $61,676 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Compensation Agreement for President and CEO | FormAndLineReferenceDesc |
| Explanation | Partners In Care Foundation has a contract with an Executive Services firm for CEO services. Compensation for these services are paid directly to the Executive Services Firm who in turn employs the Executive performing all CEO functions for Partners In Care. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990 Part III, Line 3 | Partners participation in a pilot demonstration project with CMS for care transitions work was completed March 31, 2017. |
| 990 Part III, Line 4(D) | CHRONIC DISEASE SELF-MANAGEMENT PROGRAM OFFERS VITAL, EVIDENCE-BASED HEALTH EDUCATION PROGRAMS FOR PREVENTING AGE AND ILLNESS-RELATED DECLINE BY MANAGING CHRONIC ILLNESS, PREVENTING FALLS, AND REDUCING MEDICATION ERRORS. NUMBER OF PARTICIPANTS COMPLETING WORKSHOPS PER YEAR AVERAGE 584. |
| 990 Part VI, Section A, Line 2 | TWO BOARD MEMBERS, RANDI LEE LUNDY AND ROBERT W. LUNDY, WERE MARRIED AT THE BEGINNING OF THE YEAR. RANDI LEE LUNDY RESIGNED HER BOARD POSITION ON JUNE 30, 2017. |
| 990 Part VI, Section A, Line 3 | JUNE SIMMONS, CEO, IS HIRED AS A CONTRACTED CEO VIA J&J EXECUTIVE SERVICES FIRM. |
| 990, Part VI, Section B, Line 11a | FORM 990 ALONG WITH RELATED STATE TAX AND REGULATORY FILINGS ARE FULLY REVIEWED WITH THE AUDIT AND FINANCE COMMITTEE, THE CFO, AND AUDITORS PRIOR TO THEIR FILING, AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR A GENERAL REVIEW AND DISCUSSION, ALSO PRIOR TO FILING THE RETURN WITH THE IRS AND OTHER COGNIZANT AGENCIES. |
| 990 Part VI, Section B, Line 15 | CEO AND CFO'S COMPENSATION IS SURVEYED AND REVIEWED BY OUTSIDE COMPENSATION CONSULTING FIRM(S) USING INDUSTRY STANDARDS FOR SOUTHERN CALIFORNIA AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS SURVEYED AND DETERMINED FOR LOCAL AREA (LOS ANGELES) NON-PROFIT AGENCIES WITH COMPARABLE BUDGET SIZE AND NUMBER OF STAFF BY AN OUTSIDE CONSULTANT THAT IS A COMPENSATION SPECIALIST, VALERE CONSULTING, AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
| 990 Part XI, Line 8 | A PRIOR PERIOD ADJUSTMENT IN THE AMOUNT OF $478,948 (DECREASE) WAS MADE TO THE ORGANIZATIONS NET ASSETS. IN 2018, IT WAS DETERMINED THAT THE CONTRACTS RECEIVABLE HAD BEEN MISAPPLIED AND WERE INCORRECTLY RECOGNIZED AND, THEREFORE, WERE NOT TRUE RECEIVABLES AND WOULD NOT BE COLLECTED. THE GROSS RECEIVABLE BALANCE WAS $604,319 AND HAD A $250,000 ALLOWANCE APPLIED TO IT. THE GROSS RECEIVABLE BALANCE HAS BEEN WRITTEN OFF IN ITS ENTIRETY, AND THE $250,000 ALLOWANCE FOR DOUBTFUL ACCOUNTS HAS BEEN APPLIED ACCOUNTS RECEIVABLE. THE 2016 CONSOLIDATED FINANCIAL STATEMENT ACCOUNTS HAVE BEEN RESTATED FOR THIS ITEM. ADDITIONALLY, IN 2018 IT WAS DETERMINED THAT THE CONTRACT ADVANCES $112,340 REPORTED AT JUNE 30, 2017 WERE EARNED AS OF THAT DATE. FINALLY, THERE WERE OTHER ADJUSTMENTS MADE IN THE AMOUNT OF 13,031 (INCREASE). INCORRECTLY RECOGNIZED RECIEVABLE..............................(604,319) DEFERRED REVENUE ADJUSTMENT.....................................112,340 OTHER ITEMS......................................................13,101 TOTAL ADJUSTMENT...............................................(478,948) |
| 990 Part XI, Line 9 | CHANGE IN VALUE OF SPLIT INTEREST TRUST...........................33,194 OTHER ITEMS........................................................2,023 TOTAL.............................................................31,171 |
| 990 Part XII, Line 2b | Recently Partners in care Foundation changed its outside independent CPA accounting firm. The consolidated audit for the current year was not completed before the required filing due date of the Form 990. Following the completion of the audit, an amended return will be filed to reflect any adjustments or reporting changes that materially impact the return. |
| 990 Part VI, Section B, Line 12c | Each year, at the annual meeting, members of the Board of Directors of Partners in Care Foundation sign a new Conflict of Interest Policy agreement. Any potential conflicts are reviewed by the Executive Committee. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Visiting Nurses Community Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 Mott St | AddressLine1Txt |
| City | San Fernando | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953954056 | EIN |
| Primary Activities | Elderly Care | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 9 | PublicCharityStatusTxt |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Health Innovation Center Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 Mott St | AddressLine1Txt |
| City | San Fernando | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273825105 | EIN |
| Primary Activities | Holding Co. | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Part In Care | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |