2018-05-15T15:51:08-05:00 2017-06-30 BDO USA LLP 601 W Riverside Avenue Suite 900 Spokane WA 992010611 990 2016-07-01 953954057 Partners in Care Foundation Inc % PARTNERS IN CARE FOUNDATION PART 8188373775 732 Mott St Suite 150 San Fernando CA 91340 W JUNE SIMMONS CEO 2017-05-15 true Cindy J Janikowski P00165179 5097478095 2016 2022-09-23 18:48:47Z W JUNE SIMMONS 732 Mott St150 San Fernando CA 91340 11705010 false X www.picf.org X 1999 CA Assist healthcare providers and community based organizations to create, implement, and evaluate ways of delivering care. 24 23 165 50 0 5364750 5186892 10060723 6101366 10235 70552 -71067 135699 15364641 11494509 0 0 0 0 8921971 8875236 0 0 333360 5790368 4217221 14712339 13092457 652302 -1597948 8120211 5725055 1451174 1101743 6669037 4623312 X 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. false true 3127050 3425665 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. 3767345 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. 1591175 1212585 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. 1748819 1463116 See Schedule O 1748819 1463116 10234389 true true false false false false false false false false true false false false false true false true false false false false false true true false false false false true false false false false false false false false false false false false false true false false false false 29 0 true 165 true false false false false false false false false false false X 24 23 true true false false false false false true true false false true true true true true true true true false CA X X PARTNERS IN CARE FOUNDATION 8188373775 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 Cathi Cunningham Chair 0.2 0.0 X X 0 0 0 Peter Mackler Vice Chair 0.2 0.0 X X 0 0 0 Marta Fernandez Vice Chair 0.2 0.0 X X 0 0 0 Gordon M Johnson Treasurer 0.2 0.2 X X 0 0 0 Maureen Archambault Secretary 0.2 0.0 X X 0 0 0 James B Edwards Board Member 0.2 0.0 X 0 0 0 Seth Ellis Board Member 0.2 0.0 X 0 0 0 Rick Hopfer Board Member 0.2 0.0 X 0 0 0 Edward Kim Board Member 0.2 0.0 X 0 0 0 Katherine A Kirchoff Board Member 0.2 0.0 X 0 0 0 Jennifer L Kozakowski Board Member 0.2 0.0 X 0 0 0 Eve M Kurtin Board Member 0.2 0.0 X 0 0 0 Stuart Levine Board Member 0.2 0.0 X 0 0 0 Randi Lee Lundy - Outgoing Board Member 0.2 0.0 X 0 0 0 Robert W Lundy Board Member 0.2 0.0 X 0 0 0 Manoj K Mathew Board Member 0.2 0.0 X 0 0 0 Stephen T O' Dell Board Member 0.2 0.0 X 0 0 0 Ted Schwab Board Member 0.2 0.0 X 0 0 0 Adrian Stern Board Member 0.2 0.2 X 0 0 0 Alexander Strachan Board Member 0.2 0.0 X 0 0 0 Jeffrey P Winter Board Member 0.2 0.0 X 0 0 0 Diane Wittenerg Board Member 0.2 0.0 X 0 0 0 Gideon Young Board Member 0.2 0.0 X 0 0 0 Mari Zag Board Member 0.2 0.0 X 0 0 0 June Simmons CEO 40.0 0.2 X 381556 0 0 Anwar Zoueihid VP Health Services 40.0 0.0 X 145938 0 5830 Arna Fulcher VP Finance 40.0 0.0 X 143177 0 0 Sandra Atkins VP Strategic Initiatives 40.0 0.0 X 133250 0 5356 Wayne Castillo - Outgoing CIO 40.0 0.0 X 122897 0 0 Ester Sefliyan Senior Director HS 40.0 0.0 X 112625 0 4498 Stephanie Wilson VP Developement 40.0 0.0 X 109973 0 4406 1149416 0 20090 8 false true false American Express 20500 Belshaw Ave CARSON CA 90746 Retail Services 425848 JJ Executive Services 4128 Rhodes Ave STUDIO CITY CA 91604 Professional Svcs. 406586 Delta- T Group Los Angeles Inc PO Box 884 BRYN MAWR PA 19010 Prof. Contract Labor 154541 Lisa Williams 28 Waterside Circle SAN RAFAEL CA 94903 Prof. Consulting 144553 Loopback Analytics 14900 Landmark Blvd Suite 240 DALLAS TX 75254 Analytic Services 132000 6 X 341754 4845138 5186892 CARE COORDINATION 900099 3425665 3425665 HEALTH SELF MANAGEMENT 900099 1284029 1284029 NETWORK SERVICES 900099 1212585 1212585 OTHER PROGRAM SERVICE REVENUE 900099 179087 179087 6101366 8168 8168 0 0 0 0 0 117386 55002 62384 62384 62384 265340 341754 155499 109841 0 0 0 0 0 0 OTHER REVENUES 25858 25858 25858 11494509 6101366 96410 0 0 0 0 381556 309060 57233 15263 0 7110556 5596496 1269357 244703 109302 77620 25145 6537 749720 592278 134950 22492 524102 412888 93202 18012 243253 243253 34674 34674 94281 94281 0 0 0 1225799 906890 300034 18875 35817 19560 14290 1967 494404 365407 85973 43024 55002 55002 0 177564 144828 32736 430412 277801 50424 102187 0 0 0 0 105755 105755 83563 55339 28224 PURCHASED SERVICES 903963 898645 901 4417 DUES, LICENSES,& SUBSCRIPTION 295895 226367 69528 SPECIAL EVENTS 14570 6257 6209 2104 OTHER ITEMS 177768 101700 66790 9278 -155499 -155499 13092457 10234389 2524708 333360 2260425 1053244 1278209 361752 30857 9250 3211429 3115362 0 0 0 0 0 0 0 0 89412 66393 1835194 1297162 654215 538032 460399 413564 0 0 0 0 0 0 135265 167458 8120211 5725055 1338834 1101743 0 0 112340 0 0 0 0 0 0 0 0 0 0 0 0 0 1451174 1101743 X 4869177 3575611 1799860 1047701 0 0 6669037 4623312 8120211 5725055 X -1597948 -478948 31171 X false true X true true true X 6907715 6561457 5421107 5364750 5186892 29441921 0 0 6907715 6561457 5421107 5364750 5186892 29441921 0 29441921 14384 13711 31258 10235 8168 77756 0 1793 36081 19024 0 25858 82756 29602433 0.99458 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 0 0 0 743559 305846 437713 575350 562786 12564 516285 428530 87755 538032 0 0 X 11683202 188693 188693 11494509 11494509 13249979 157522 157522 13092457 13092457 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. X X X X X X false Tribute Dinner 348979 220762 128217 1158 115749 11310 Golf Tournament 83298 59023 24275 2381 17312 4582 1 174817 61969 112848 3007 607094 341754 265340 3539 133061 18899 155499 109841 X X X X false false false false false false false false false Anwar Zoueihid VP Health Services 145938 5830 151768 June Simmons CEO 319880 61676 381556 Schedule J, Compensation Agreement for President and CEO 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. 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. Visiting Nurses Community Services 732 Mott St San Fernando CA 91340 953954056 Elderly Care CA 501(c)(3) Line 9 false California Health Innovation Center Inc 732 Mott St San Fernando CA 91340 273825105 Holding Co. CA Part In Care C Corp 1.00000 false false false false false false false false false false false false false false false false false false false false