LOMPOC VALLEY COMMUNITY HEALTHCARE ORGANIZATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOMPOC VALLEY COMMUNITY HEALTHCARE ORGANIZATION (EIN 77-0494140)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-16
- IRS object ID
- 202610479349301336
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-16T14:13:10-08:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Inger Alice Camille Sullenger | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3046 Whispering Meadow Ln | AddressLine1Txt |
| City | Plain City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770494140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lompoc Valley Community | BusinessNameLine1Txt |
| Business Name Line2 | Healthcare Organization Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMP | BusinessNameControlTxt |
| Phone | 8057364580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 368 | AddressLine1Txt |
| City | Lompoc | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93438 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ashley Costa | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2026-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Inger Sullenger CPA | PreparerPersonNm |
| PTIN | P01464277 | PTIN |
| Phone | 5413636707 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ashley Costa | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 368 | AddressLine1Txt |
| City | Lompoc | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 934380368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,191,296 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lvcho.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To improve the health of the community by ensuring equal access to a coordinated, local system of health promotion, disease prevention, and high-quality treatment service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,545,076 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,157,095 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,353 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,731 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,369 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,428 | CYOtherRevenueAmt |
| PY Total Revenue | $6,562,798 | PYTotalRevenueAmt |
| CY Total Revenue | $6,159,398 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $78,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,500 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,157 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,121,332 | PYOtherExpensesAmt |
| CY Other Expenses | $5,637,134 | CYOtherExpensesAmt |
| PY Total Expenses | $6,196,332 | PYTotalExpensesAmt |
| CY Total Expenses | $5,734,634 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $366,466 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $424,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,396,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,319,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,775,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,715,558 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,620,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,603,483 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To improve the health of the community by ensuring equal access to a coordinated, local system of health promotion, disease prevention, and high-quality treatment service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,264,359 | ExpenseAmt |
| Desc | BOP network assured access to care for inmates; during the last year over 2,000 inmates received services through the network. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,679 | ExpenseAmt |
| Grant | $78,000 | GrantAmt |
| Revenue | $11,595 | RevenueAmt |
| Desc | Community Health Improvement Program efforts in 2024/2025 included: The Lompoc Valley Community Healthcare Organization (LVCHO) continued to build on its long legacy of advancing community health access, prevention, and policy-level change, strengthening partnerships, and leading collaborative action across the Lompoc Valley from April 2024 through March 2025. LVCHOs work remains rooted in its mission to ensure equitable access to coordinated health promotion, disease prevention, and quality treatment services for all residents.Strategic Community Engagement and Coalition BuildingLVCHO sustained a robust role as a community convener and catalyst, facilitating partnerships across health, education, public safety, and government sectors. Through the Healthy Lompoc Coalition, comprised of dozens of community agencies, the organization continued to promote collective approaches to address social determinants of health, foster policy changes, and implement community-wide health strategies.Active Transportation and Safety InitiativesDuring the 202425 program year, LVCHO, in partnership with the Lompoc Police Department, Lompoc Unified School District (LUSD), MOVE Santa Barbara County, and other stakeholders, completed activities funded by the California Office of Traffic Safety (OTS) grant aimed at improving bicycle and pedestrian safety. Educational outreach and community engagement efforts resulted in:-Safety education for 340+ students at multiple local elementary schools;-Distribution of 540+ helmets and visibility gear to students and families;-1,200+ community members engaged through events promoting safe walking and biking;-Development and dissemination of Safe Routes to School maps and safety resources.These efforts directly supported LVCHOs broader Active Transportation Program, which is part of a multi-year initiative funded in collaboration with Caltrans and local partners to promote walking, biking, and physical activity infrastructure.Culturally Competent Health EducationTo strengthen health within the Hispanic/Latino community, LVCHO continued to expand its Cafecito Comunitario initiative a culturally-responsive community engagement series designed to bring residents together in dialogue and education around health challenges. Community Health Communication & OutreachLVCHOs Healthy Happenings Resource Guide and newsletter continued to serve as accessible avenues for health information dissemination, public event promotion, and resource sharing to increase awareness about wellness, prevention, and local health services.Organizational Growth and Capacity BuildingOver the 202425 period, LVCHO strengthened its internal capacity through strategic development and public engagement initiatives. The organization launched its first sustained fundraising campaign and public events to broaden community visibility and financial support for long-term health improvement work.LVCHOs leadership efforts also prioritized expanding its community outreach staffing and inclusive engagement frameworks, with key hires in administrative support, community programs, and advancement roles to better serve diverse populations and strengthen collaborative networks.Historical Partnerships and Continued ImpactBuilding on decades of foundational work, LVCHO remained actively involved in long-standing collaborations such as:-Healthy People Healthy Trails and physical activity promotion;-Route One Farmers Market partnerships to enhance access to healthy food;-Caring Together Santa Barbara County caregiver support network;-Promotion of walkable and bike-friendly community infrastructure;-Policy advocacy through community coalitions to embed health equity in municipal planning and services.Summary of Impact (FY 20242025)In the most recent fiscal year, LVCHO expanded its role as a coordinator, strategist, and advocate for health equity in the Lompoc Valley by:-Leading multi-sector safety and health educational campaigns;-Delivering culturally inclusive community nutrition and wellness events;-Facilitating the dissemination of health resources to thousands of residents;-Strengthening capacity for ongoing collaborative action among community partners. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,444,038 | 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 |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | 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 | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ashley Costa Exec Dir | PersonNm |
| Phone | 8057365985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1593 East Chestnut Ave | AddressLine1Txt |
| City | Lompoc | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Ashley Costa | |||||||
| Executive Dir. | 0.00 | 40.00 | Yes (X) | $0 | $174,363 | $6,190 | |
| Rollin C Bailey MD | |||||||
| Director | 1.00 | 0.00 | $6,500 | $0 | $0 | Yes (X) | |
| Christopher Taglia MD | |||||||
| Secretary | 1.00 | 0.00 | $6,500 | $0 | $0 | Yes (X) | |
| Carl Schlosser MD | |||||||
| President | 1.00 | 0.00 | $6,500 | $0 | $0 | Yes (X) | |
| Susan Warnstrom | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stephen Popkin | |||||||
| Treasurer | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Abhishek Mehta MD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Maribel Landeros | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Roger McConnell | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Andrew Frerking MD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Yvette Cope RN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $174,363 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,190 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $37,625 | FundraisingAmt |
| Government Grants | $6,115,847 | GovernmentGrantsAmt |
| All Other Contributions | $3,623 | AllOtherContributionsAmt |
| Noncash Contributions | $2,300 | NoncashContributionsAmt |
| Total Contributions | $6,157,095 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,731 | TotalRevenueColumnAmt |
| Exclusion | $5,731 | 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 |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,875 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,625 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,898 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,023 | TotalRevenueColumnAmt |
| Exclusion | -$15,023 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | Refunds & Misc | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $11,595 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,595 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,595 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,159,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,595 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$9,292 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Program Services | $78,000 | ProgramServicesAmt |
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 | $19,500 | TotalAmt |
| Management And General | $19,500 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,658 | TotalAmt |
| Management And General | $56,658 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,457 | TotalAmt |
| Management And General | $3,457 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,862 | TotalAmt |
| Management And General | $17,862 | 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 | $69,000 | TotalAmt |
| Management And General | $69,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,682 | TotalAmt |
| Management And General | $27,575 | ManagementAndGeneralAmt |
| Fundraising | $9,107 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,136 | TotalAmt |
| Management And General | $24,136 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450 | TotalAmt |
| Management And General | $1,450 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,961 | TotalAmt |
| Management And General | $3,961 | ManagementAndGeneralAmt |
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 | $6,922 | TotalAmt |
| Management And General | $6,922 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical claims-bureau prisons | $5,264,359 | $5,264,359 | |
| Community Wellness Promotion | $79,272 | $79,272 | |
| Pharmacy & Other Medical Svcs | $22,407 | $22,407 | |
| Leases | $21,373 | $21,373 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,595 | TotalAmt |
| Management And General | $26,545 | ManagementAndGeneralAmt |
| Fundraising | $3,050 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,734,634 | TotalAmt |
| Program Services | $5,444,038 | ProgramServicesAmt |
| Management And General | $278,439 | ManagementAndGeneralAmt |
| Fundraising | $12,157 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,658 | BOYAmt |
| EOY | $475,297 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,357 | BOYAmt |
| EOY | $1,175,919 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,504 | BOYAmt |
| EOY | $33,913 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,598,015 | BOYAmt |
| EOY | $1,547,772 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,247 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,247 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,595 | BOYAmt |
| EOY | $78,038 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,396,129 | BOYAmt |
| EOY | $3,319,041 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,724,534 | BOYAmt |
| EOY | $1,642,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,381 | BOYAmt |
| EOY | $73,192 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,775,915 | BOYAmt |
| EOY | $1,715,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,607 | BOYAmt |
| EOY | $1,601,060 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,607 | BOYAmt |
| EOY | $2,423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,620,214 | BOYAmt |
| EOY | $1,603,483 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,396,129 | BOYAmt |
| EOY | $3,319,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $424,764 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $81,253 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$542,736 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $19,988 | InvestmentExpenseAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $9,847,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,659,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,159,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,545,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,157,095 | CurrentTaxYearAmt |
| Total | $34,369,721 | 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 | $9,847,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,659,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,159,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,545,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,157,095 | CurrentTaxYearAmt |
| Total | $34,369,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,369,721 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,731 | CurrentTaxYearAmt |
| Total | $106,429 | 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 | $602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,595 | CurrentTaxYearAmt |
| Total | $17,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,493,213 | TotalSupportAmt |
| Public Support CY170 | 0.99640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99800 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,247 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $6,276,733 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $81,253 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $36,082 | OtherRevenueAmt |
| Revenue Not Reported | $117,335 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,159,398 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,159,398 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,289,280 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $542,736 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $31,898 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $574,634 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,714,646 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,988 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,988 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,734,634 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Assets released from restrictions $4184 Special Events Reclassifications $31898 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Special Events Reclassifications $31898 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 25th Anniversary Event | Event1Nm |
| Gross Receipts Event1 | $54,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,625 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,875 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,695 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,762 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $14,441 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $54,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,625 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,875 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,695 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,762 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,441 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,898 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,023 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Children & Family Resource Sv | ||||||||||
| 3970 La Colina Rd Ste 2 | Santa Barbara | CA | 93110 | 824121880 | 170(b)(1)(A)(vi) | $10,000 | $0 | FMV | N/A | Chidren's Oral Health & Access |
| Lompoc Hosp Dist Foundation | ||||||||||
| PO Box 883 | Lompoc | CA | 93438 | 770262454 | 170(b)(1)(A)(vi) | $8,000 | $0 | FMV | N/A | Community Wellness Promotion |
| Route One Farmers Market | ||||||||||
| 168 Inverness | Lompoc | CA | 93436 | 844018801 | 170(b)(1)(A)(vi) | $20,000 | $0 | FMV | N/A | Community Wellness Promotion |
| Savie Health Corp | ||||||||||
| 136 N Third St Ste 1 | Lompoc | CA | 93436 | 861668790 | 509(a)(2) | $40,000 | $0 | FMV | N/A | Quality and Access to Care |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Accounting practices are in effect that track grant fund income and expenditures separately from other assets. Written reports are provided to funders, as well as verbal and written reports presented to the Board of Directors. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ashley Costa | PersonNm |
| Title | Executive Dir. | TitleTxt |
| Compensation Based On Rltd Orgs | $161,785 | CompensationBasedOnRltdOrgsAmt |
| Other Compensation Rltd Orgs | $12,578 | OtherCompensationRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $6,190 | DeferredCompRltdOrgsAmt |
| Total Compensation Rltd Orgs | $180,553 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Additional Information | FormAndLineReferenceDesc |
| Explanation | Compensation is based on an analysis of comparable positions. This analysis is completed by an independent professional compensation organization and those comparables are used as a basis for compensation of top management. A nonprofit compensation and benefits survey report by Nonprofit Compensation Associates is available for reference of comparables, as well. However infrequent, when it changes, the Executive Director salary range is determined by the LVCHO Executive Committee and approved by a vote of the full board in a closed session. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Stephen Popkin | |||
| Director | $2,791,732 | Prov of Hlthcare Svc | false |
| Roger McConnell | |||
| Director | $2,791,732 | Prov of Hlthcare Svc | false |
| Yvette Cope RN | |||
| Director | $2,791,732 | Prov of Hlthcare Svc | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | LVCHO had a service contract with Lompoc Valley Medical Center (LVMC) for the provision of healthcare services, which are now provided by Primary and Specialty Care Clinics owned by LVMC. LVCHO Board members Stephen Popkin and Roger McConnell serve LVMC in the capacity of CEO and Board member, respectively. In late 2024, Mr. Popkin retired as LVMC CEO, but remained on the LVCHO Board as a community representative. At that time, Yvette Cope, RN replaced Stephen Popkin as CEO of LVMC, and took a position as an LVCHO Board Member. Since LVMC owns the Primary and Specialty Care Clinics, this material business transaction is reportable on the schedule L. The transaction amount listed represents the amount of all payments to LVMC for contract medical services provided at any of their owned facilities during the year. LVCHO and LVMC are reported as related organizations, as they have common agents. When issues regarding providing grants or assistance to the LVMC come before the LVCHO Board, Stephen Popkin (while employed at LVMC), Roger McConnell and Yvette Cope, RN abstain from the vote. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 1a | The organization has a committee that assumes responsibility for oversight of the audited financial statements and selection of an independent accountant. |
| Form 990, Part VI, Section A, Line 2 | Dr. Taglia is contracted with the LVCHO to provide physician services to inmates when such services are requested by the Bureau of Prisons, and provide regular quality/utilization review of all medical services provided by contractors of the LVCHO. Dr. Schlosser and Dr. Bailey are contracted to provide quality/utilization review. During fiscal 3/31/2025, compensation to Dr. Bailey, Dr. Schlosser, and Dr. Taglia fell below the reportable Schedule L threshold, and did not compromise voting independence for these particular services.LVCHO had a service contract with Lompoc Valley Medical Center (LVMC) for the provision of healthcare services, which are now provided by Primary and Specialty Care Clinics owned by LVMC. LVCHO Board members Stephen Popkin, Roger McConnell serve LVMC in the capacity of CEO and Board member, respectively. In late 2024, Mr. Popkin retired as LVMC CEO, but remained on the LVCHO Board as a community representative. At that time, Yvette Cope, RN replaced Stephen Popkin as CEO of LVMC, and took a position as an LVCHO Board Member. Since LVMC owns the Clinics, this material business transaction is reportable on the schedule L. The transaction amount listed represents the amount that LVCHO paid to the Clinics in the aggregate for all contract medical services received during the year. This reportable business transaction impairs the voting independence of Stephen Popkin (while employed at LVMC), Roger McConnell and Yvette Cope, RN as Board Members.During the tax year, LVCHO Board member Stephen Popkin invested into a business jointly with Executive Director Ashley Costa, and two other outside investors. Each investor holds a 25% share of the business. This business serves the general public, and is an independently operated entity separate from LVCHO. The transaction amounts invested during the fiscal year for LVCHO interested persons meet criteria for reporting as a business transaction in Part VI of the Form 990, but are not required to be reported on Form 990 Schedule L.Lompoc Valley Medical Center (LVMC) - is a tax exempt governmental entity. LVCHO and LVMC are reported as related organizations, as they have common agents. |
| Form 990, Part VI, Section A, Line 4 | During the year, the organization adopted Amended and Restated Bylaws (effective July 9, 2024). The updated bylaws revise board composition requirements, clarify director terms and election procedures, and modernize conflict-of-interest and self-dealing transaction provisions in accordance with California nonprofit law. These changes were approved by the Board of Directors as part of routine governance and compliance updates.Detail of changes:The Board Composition requirements were refined from stating greater than or equal to 2 directors would be required in each category, and now states a definitive minimum of 2 and maximum of 3 for each of these categories: District representatives; Physicians; Community members; and Licensed medical professionals.Language regarding interested persons being limited to no more than 49% of the Board was replaced with language prohibiting self-dealing. Conflict of interest provisions were expanded to include detailed California nonprofit "self-dealing transaction" rules with Attorney General approval pathways and fairness standards. It also adds a separate section on overlapping directors:"Section 3.14 Common Directors. The Corporation shall not be a party to a contract or transaction with another corporation, firm or association in which one or more of its Directors is also a director (an Overlapping Director) unless, (1) prior to entering into the transaction, the material facts of the transaction and the Overlapping Directors other director position are fully disclosed or known to the Board and the Board authorizes, approves or ratifies the contract ortransaction in good faith by a sufficient vote without counting the vote of the Overlapping Director, or (2) the contract or transaction is just and reasonable to the Corporation at the time it is authorized, approved or ratified. This provision does not apply to self-dealing transactions covered by Section 3.13 above."Officer structure was revised to include a President, Secretary, and Treasurer. It removed the prior restriction stating that other officers or Secretary/Treasurer could not alos hold the President or Chair position.Board meeting notice was updated from 48 hours to only 24 hours. The term of Board members was extended from 2 to now 3 years, with no special initial term. It now reads:"Section 3.4 Election and Term of Office of Directors. Each Director shall be elected to serve a three (3) year term. There shall be no limit on the number of consecutive terms a Director may serve on the Board. Unless the Board specifies otherwise, the term of each Director (a) shall commence at the Board meeting following the Board meeting at which such Director is elected, and (b) shall expire or terminate on the earliest of (i) the death, resignation or removal of the Director, (ii) the election of a successor Director, or (iii) the expiration of such Directors term." |
| Form 990, Part VI, Section B, Line 11b | The completed 990 is provided to each member a minimum of four days prior to the meeting in which the 990 is discussed and approved. |
| Form 990, Part VI, Section B, Line 12c | Executive Director provides copy of policy at annual board meeting. All Board members to sign policy and return copy to LVCHO for recordkeeping. |
| Form 990, Part VI, Section B, Line 15a | An analysis of comparable positions is completed by an independent professional compensation organization and those comparables are used to base compensation for top management. A nonprofit compensation and benefits survey report by Nonprofit Compensation Associates is available for reference of comparables as well. However infrequent, when it changes, the Executive Director salary range is determined by the LVCHO Executive Committee and approved by a vote of the full board in a closed session. |
| Form 990, Part VI, Section B, Line 15b | An analysis of comparable positions is completed by an independent professional compensation organization and those comparables are used to base compensation for top management. A nonprofit compensation and benefits survey report by Nonprofit Compensation Associates is available for reference of comparables as well. |
| Form 990, Part VI, Section C, Line 19 | Upon written request |
| Form 990 Part V Line 2a, & Part VII Section A | LVCHO's Executive Director, Ashley Costa, is an employee of the Lompoc Valley Medical Center (LVMC) and works for the LVCHO under a contract between the LVCHO and LVMC. Since LVMC provided donated employees, LVCHO's number of W2s issued was zero.During the calendar year 2024, the LVCHO Executive Director worked an average of 40 hours per week.LVMC determines compensation through market analyses conducted by independent compensation consultants, review of IRS Form 990 of other comparable organizations, and review of compensation surveys. LVCHO and LVMC are reported as related organizations, as they have common agents. |
| Form 990, Part VII, Section B, Independent Contractors | There were no contractors compensated greater than $100,000, that were required to be issued a 1099 during calendar year 2024. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lompoc Valley Medical Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 East Ocean | AddressLine1Txt |
| City | Lompoc | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956001880 | EIN |
| Primary Activities | Healthcare | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | GOVT | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Lompoc Valley Medical Center | ||
| n | $10,080 | FMV |
| Lompoc Valley Medical Center | ||
| o | $532,656 | FMV |
| Lompoc Valley Medical Center | ||
| r | $69,000 | FMV |