HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA (EIN 95-3008850)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-13
- IRS object ID
- 202620449349300432
- Schema version
- 2024v5.5
- 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 | 2026-02-13T09:07:18-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953008850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CENTER PARTNERS OF SOUTHERN | BusinessNameLine1Txt |
| Business Name Line2 | CALIFORNIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 6195424300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 RUFFIN ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK WHELAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6195424300 | PhoneNum |
| Signature | 2026-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2026-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CENTER PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SPARKLE J BARNES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 RUFFIN ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,792,430 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HCPSOCAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A PREMIER CONSORTIUM OF PRIMARY HEALTH CARE ORGANIZATIONS, HCP IS AN ADVOCATE FOR ITS MEMBERS WHO SERVE THE HEALTH NEEDS OF COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, PROVIDING THEM WITH THE VOICE AND POWER TO SERVE VULNERABLE POPULATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 155 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,986,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,246,173 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $73,802,103 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $184,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $490,497 | PYInvestmentIncomeAmt |
| CY Investment Income | $313,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,108 | PYOtherRevenueAmt |
| CY Other Revenue | $47,633 | CYOtherRevenueAmt |
| PY Total Revenue | $78,281,521 | PYTotalRevenueAmt |
| CY Total Revenue | $4,792,430 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $949,120 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,962,467 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $597,349 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,488,319 | PYOtherExpensesAmt |
| CY Other Expenses | $201,483 | CYOtherExpensesAmt |
| PY Total Expenses | $76,450,786 | PYTotalExpensesAmt |
| CY Total Expenses | $1,747,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,830,735 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,044,478 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,904,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,945,546 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,968,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,258,145 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,935,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,687,401 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA (FORMERLY: COUNCIL OF COMMUNITY CLINICS) ("HCP") WAS ESTABLISHED IN 1977 AS A 501(C)(3) NONPROFIT CORPORATION.A PREMIER CONSORTIUM OF PRIMARY HEALTHCARE ORGANIZATIONS, HCP IS AN ADVOCATE FOR ITS MEMBERS WHO SERVE THE HEALTH NEEDS OF COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, PROVIDING THEM WITH THE VOICE AND POWER TO SERVE VULNERABLE POPULATIONS.WE ARE THE THOUGHT LEADER AND INNOVATIVE INFLUENCER OF CHANGE, INSPIRING OUR MEMBERS TO BE ON THE FOREFRONT OF PRIMARY HEALTHCARE.WE HAVE DEVELOPED DEEP AND EFFECTIVE RELATIONSHIPS WITH LOCAL, STATE, AND FEDERAL HEALTH POLICY OFFICIALS, OTHER HEALTHCARE LEADERS AND THE COMMUNITY AT LARGE.EDUCATION AND TRAINING PROGRAMS HELP MEMBERS IMPLEMENT BEST PRACTICES AND IMPROVE OPERATIONAL EFFICIENCY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,580,124 | ExpenseAmt |
| Grant | $949,120 | GrantAmt |
| Revenue | $184,800 | RevenueAmt |
| Desc | SEE SCHEDULE OHEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA (FORMERLY COUNCIL OF COMMUNITY CLINICS OF SAN DIEGO AND IMPERIAL COUNTIES) ("HCP") IS A PREMIER CONSORTIUM OF 17 RESPECTED PRIMARY HEALTH CARE ORGANIZATIONS DEDICATED TO HELPING OUR MEMBERS DELIVER QUALITY HEALTH CARE TO THE SAFETY NET POPULATION IN SOUTHERN CALIFORNIA. HCP IS A TRUSTED CHANGE AGENT FOCUSED ON MEETING AND EXCEEDING ITS FUNDERS' PHILANTHROPIC OBJECTIVES BY ADMINISTERING HIGHLY EFFECTIVE PROGRAMS AIMED AT IMPROVING ACCESS TO CARE, QUALITY HEALTH OUTCOMES, AND OPERATIONAL EFFICIENCIES. HCP ACTS AS THE REGION'S PREEMINENT AUTHORITY AND HEALTHCARE POLICY ADVOCATE FOR COMMUNITY HEALTH CENTERS. HCP ENSURES OUR MEMBERS' VOICES ARE HEARD BY PUTTING THE ISSUES CONFRONTING COMMUNITY HEALTH CENTERS AND THEIR PATIENTS IN FRONT OF LAWMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS. HCP LEADS INNOVATION & THOUGHT LEADERSHIP BY PROVIDING MEMBERS WITH HUMAN CAPITAL AND OPERATIONAL PROGRAMMATIC RESOURCE NEEDS IN THE AREAS OF OPTIMIZATION, TEACHING AND TRAINING, AND TECHNICAL ASSISTANCE. TODAY, HCP IS A 17-MEMBERSHIP ORGANIZATION OF FEDERALLY QUALIFIED AND COMMUNITY HEALTH CENTERS, INDIAN HEALTH SERVICES ORGANIZATIONS-BOTH URBAN AND SOVEREIGN. OUR MEMBERS COLLECTIVELY SERVE OVER 700,000 PATIENTS EACH YEAR, FOR OVER 3 MILLION PATIENT VISITS EACH YEAR, AT MORE THAN 175 PRACTICE SITES ACROSS SAN DIEGO, RIVERSIDE, IMPERIAL COUNTIES, WITH THE SEVENTH LARGEST PROVIDER GROUP IN THE REGION. | Desc |
| Total Program Service Expenses | $1,580,124 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 155 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK K WHELAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6195424300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 RUFFIN ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SPARKLE BARNES | |||||||||
| PRESIDENT, CNECT & CHIEF STRAT. OFF. | 32.00 | 8.00 | Yes (X) | $425,839 | $0 | $14,534 | |||
| LORI HOLEMAN | |||||||||
| CHAIRMAN (THRU 03/2025) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHELLE GONZALEZ | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ZARA MARSELIAN | |||||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LORI KEIM | |||||||||
| VICE-CHAIR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LAURA CASWELL | |||||||||
| TREASURER (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ARCHIE BELLA | |||||||||
| SECRETARY (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID BRINKMAN | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERTA FEINBERG | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDIA GALVEZ | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ORVIN HANSON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN LA CHAPELLE | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MATTSON | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEGAN PARTCH | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAKESH PATEL MD | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FERNANDO SANUDO | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE SCHWAB | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAURICE SMITH | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLE VELOSO | |||||||||
| DIRECTOR (THRU 09/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY ZIMBLE | |||||||||
| DIRECTOR (THRU 03/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK WHELAN | |||||||||
| CFO | 7.00 | 33.00 | $327,275 | $0 | $19,026 | Yes (X) | |||
| HENRY TUTTLE | |||||||||
| CEO | 16.00 | 24.00 | $560,491 | $0 | $40,913 | Yes (X) | |||
| NICOLE HOWARD | |||||||||
| EVP, CHIEF ADVANCEMENT OFFICER | 3.00 | 37.00 | $267,453 | $0 | $28,606 | Yes (X) | |||
| TRACY GARMER | |||||||||
| EVP & COO | 22.00 | 18.00 | $364,065 | $0 | $33,503 | Yes (X) | |||
| TIMOTHY FRASER | |||||||||
| VP GOVERNMENT AFFAIRS | 1.00 | 39.00 | $282,746 | $0 | $18,916 | Yes (X) | |||
| ELIZABETH GUTHRIE | |||||||||
| SVP, BUSINESS DEVELOPMENT | 1.00 | 39.00 | $309,809 | $0 | $19,941 | Yes (X) | |||
| RASAUN ROBINSON | |||||||||
| VICE PRESIDENT OF SALES | 1.00 | 39.00 | $266,771 | $0 | $18,004 | Yes (X) | |||
| JAY LEE | |||||||||
| MEDICAL DIRECTOR | 1.00 | 39.00 | $314,470 | $0 | $33,899 | Yes (X) | |||
| AMANDA SIMMONS | |||||||||
| EVP & CHIEF MANAG. CARE RISK OFFICER | 0.00 | 40.00 | $373,717 | $0 | $31,180 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,492,636 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,522 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARCADIA HEALTHCARE SOLUTIONS | |||||
| 100 SUMMIT DRIVE | BURLINGTON | MA | 01803 | SOFTWARE HOSTING & CONSULTING | $712,582 |
| FOX ROTHSCHILD LLP | |||||
| TWO COMMERCE SQUARE | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $202,339 |
| WIPFLI LLP | |||||
| PO BOX 3160 | MILWAUKEE | WI | 53201 | AUDITING SERVICE/IMPLEMENTATION OF SOFTW | $175,222 |
| MEDCONNECT USA | |||||
| DEPT N701B PO BOX 30102 | SALT LAKE CITY | UT | 84130 | AFTER HRS ANSWERING SERVICES | $172,725 |
| BOUTIQUE RECRUITING | |||||
| 701 B STREET SUITE 1350 | SAN DIEGO | CA | 92101 | TEMP AGENCY | $146,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $246,173 | AllOtherContributionsAmt |
| Total Contributions | $4,246,173 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $184,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $184,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $184,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,824 | TotalRevenueColumnAmt |
| Exclusion | $313,824 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,633 | TotalRevenueColumnAmt |
| Exclusion | $47,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47,633 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,792,430 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $184,800 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,457 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,120 | TotalAmt |
| Program Services | $949,120 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,401 | TotalAmt |
| Program Services | $169,116 | ProgramServicesAmt |
| Management And General | $18,285 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,696 | TotalAmt |
| Program Services | $316,721 | ProgramServicesAmt |
| Management And General | $4,975 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,636 | TotalAmt |
| Program Services | $8,746 | ProgramServicesAmt |
| Management And General | $1,890 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,548 | TotalAmt |
| Program Services | $31,687 | ProgramServicesAmt |
| Management And General | $6,861 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,068 | TotalAmt |
| Program Services | $31,731 | ProgramServicesAmt |
| Management And General | $7,337 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,541 | TotalAmt |
| Management And General | $6,541 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,472 | TotalAmt |
| Management And General | $3,472 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,379 | TotalAmt |
| Management And General | $44,379 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,724 | TotalAmt |
| Program Services | $46,216 | ProgramServicesAmt |
| Management And General | $6,508 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,748 | TotalAmt |
| Program Services | $7,631 | ProgramServicesAmt |
| Management And General | $117 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,256 | TotalAmt |
| Program Services | $1,050 | ProgramServicesAmt |
| Management And General | $1,206 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,590 | TotalAmt |
| Program Services | $7,985 | ProgramServicesAmt |
| Management And General | $6,605 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,337 | TotalAmt |
| Management And General | $6,337 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,317 | TotalAmt |
| Program Services | $9,258 | ProgramServicesAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,117 | TotalAmt |
| Management And General | $44,117 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,769 | TotalAmt |
| Management And General | $2,769 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAFF DEVELOPMENT & TRA | $5,071 | $9 | $5,062 |
| DUES AND SUBSCRIPTIONS | $942 | $834 | $108 |
| EQUIPMENT RENTAL | $381 | $381 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839 | TotalAmt |
| Program Services | $20 | ProgramServicesAmt |
| Management And General | $819 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,747,952 | TotalAmt |
| Program Services | $1,580,124 | ProgramServicesAmt |
| Management And General | $167,828 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,065 | BOYAmt |
| EOY | $217,821 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,954 | BOYAmt |
| EOY | $4,383 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,701 | BOYAmt |
| EOY | $338,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $92,478 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,106 | BOYAmt |
| EOY | $83,989 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,503,589 | BOYAmt |
| EOY | $9,415,108 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,515 | BOYAmt |
| EOY | $180,195 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,142,241 | BOYAmt |
| EOY | $8,705,614 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,904,171 | BOYAmt |
| EOY | $18,945,546 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,128,861 | BOYAmt |
| EOY | $1,643,977 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,745 | BOYAmt |
| EOY | $44,572 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,304 | BOYAmt |
| EOY | $569,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,968,910 | BOYAmt |
| EOY | $2,258,145 | 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 | $12,935,261 | BOYAmt |
| EOY | $16,687,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,935,261 | BOYAmt |
| EOY | $16,687,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,904,171 | BOYAmt |
| EOY | $18,945,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,044,478 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $707,662 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,450,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,570,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,592,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,986,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,246,173 | CurrentTaxYearAmt |
| Total | $20,845,779 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,264,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,994,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,308,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,423,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,800 | CurrentTaxYearAmt |
| Total | $342,176,002 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $29,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,633 | CurrentTaxYearAmt |
| Total | $92,374 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,715,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,594,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,913,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,412,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,478,606 | CurrentTaxYearAmt |
| Total | $363,114,155 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,500,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,000,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,000,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,000,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,000,000 | CurrentTaxYearAmt |
| Total | $15,500,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,500,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,000,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,000,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,000,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,000,000 | CurrentTaxYearAmt |
| Total | $15,500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $347,614,155 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $457,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $545,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,824 | CurrentTaxYearAmt |
| Total | $2,285,905 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $457,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $545,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,824 | CurrentTaxYearAmt |
| Total | $2,285,905 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $70,446 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,175,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,048,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,486,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,967,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,792,430 | CurrentTaxYearAmt |
| Total | $365,470,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99400 | PublicSupportPY509Pct |
| Investment Income CY | 0.00630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,478 | DepreciationAmt |
| Book Value | $83,989 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,989 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RELATED PARTY RECEIVABLES | $5,899,012 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $2,402,285 |
| OPERATING RIGHT OF USE ASSETS | $389,401 |
| SECURITY DEPOSITS | $14,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,705,614 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $180,195 |
| OPERATING LEASE LIABILITIES | $389,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $569,596 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA IS A PUBLIC CHARITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. COUNCIL OF COMMUNITY CLINICS BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX, THE LIMITED LIABILITY COMPANY AND CORPORATION TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2025, 2024, AND 2023 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 RUFFIN ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 330759107 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $949,120 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TRANSFER OF NET ASSETS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION LISTED ON SCHEDULE I IS A RELATED PARTY OF HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA. HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA WILL MONITOR USE OF THE FUNDS TO ENSURE THEY WILL BE USED FOR THEIR DESIGNATED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HENRY TUTTLE | ||||||||||||||
| CEO | $485,090 | $0 | $75,401 | $0 | $0 | $0 | $10,350 | $0 | $30,563 | $0 | $601,404 | $0 | $0 | $0 |
| SPARKLE BARNES | ||||||||||||||
| PRESIDENT, CNECT & CHIEF STRAT. OFF. | $344,463 | $0 | $81,376 | $0 | $0 | $0 | $10,449 | $0 | $4,085 | $0 | $440,373 | $0 | $0 | $0 |
| AMANDA SIMMONS | ||||||||||||||
| EVP & CHIEF MANAG. CARE RISK OFFICER | $330,578 | $0 | $43,139 | $0 | $0 | $0 | $10,350 | $0 | $20,830 | $0 | $404,897 | $0 | $0 | $0 |
| TRACY GARMER | ||||||||||||||
| EVP & COO | $321,065 | $0 | $43,000 | $0 | $0 | $0 | $10,995 | $0 | $22,508 | $0 | $397,568 | $0 | $0 | $0 |
| JAY LEE | ||||||||||||||
| MEDICAL DIRECTOR | $290,960 | $0 | $23,510 | $0 | $0 | $0 | $11,053 | $0 | $22,846 | $0 | $348,369 | $0 | $0 | $0 |
| FRANK WHELAN | ||||||||||||||
| CFO | $293,643 | $0 | $33,632 | $0 | $0 | $0 | $7,720 | $0 | $11,306 | $0 | $346,301 | $0 | $0 | $0 |
| ELIZABETH GUTHRIE | ||||||||||||||
| SVP, BUSINESS DEVELOPMENT | $276,809 | $0 | $33,000 | $0 | $0 | $0 | $8,388 | $0 | $11,553 | $0 | $329,750 | $0 | $0 | $0 |
| TIMOTHY FRASER | ||||||||||||||
| VP GOVERNMENT AFFAIRS | $259,539 | $0 | $23,207 | $0 | $0 | $0 | $8,768 | $0 | $10,148 | $0 | $301,662 | $0 | $0 | $0 |
| NICOLE HOWARD | ||||||||||||||
| EVP, CHIEF ADVANCEMENT OFFICER | $255,084 | $0 | $12,369 | $0 | $0 | $0 | $7,846 | $0 | $20,760 | $0 | $296,059 | $0 | $0 | $0 |
| RASAUN ROBINSON | ||||||||||||||
| VICE PRESIDENT OF SALES | $234,558 | $0 | $32,213 | $0 | $0 | $0 | $8,087 | $0 | $9,917 | $0 | $284,775 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4 | FormAndLineReferenceDesc |
| Explanation | CAN | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA HOLDING COMPANY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE AS WELL AS THE CEO AND CFO OF THE ORGANIZATION. AT THAT TIME, THE CEO AND CFO WILL REVIEW THE FORM 990 WITH THE AUDIT COMMITTEE. ANY NECESSARY CHANGES WILL THEN BE UPDATED ON THE FORM. AFTER FINAL APPROVAL BY THE AUDIT COMMITTEE, CEO AND CFO, IT IS PRESENTED TO THE BOARD FOR APPROVAL. ONCE APPROVED THE FORM IS SIGNED, DATED, AND SUBMITTED BY THE FILING DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, HCP AND ITS SUBSIDIARIES SHALL BE RESPONSIBLE FOR OBTAINING A SIGNED CONFLICT OF INTEREST FORM FROM EACH STAFF MEMBER. SIGNED FORMS SHALL BE RETAINED BY HCP. STAFF MEMBERS WHO DISCLOSE CONFLICTS, EITHER NOW OR FOR THOSE ARISING LATER DURING THE YEAR, MUST NOT PARTICIPATE IN DISCUSSIONS OR VOTES RELATING TO THE AREA OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE COMMITTEE REVIEWS AND APPROVES CEO AND CFO COMPENSATION. HCP USES AN OUTSIDE COMPENSATION FIRM TO COMPLETE EXECUTIVE COMPENSATION STUDIES ON A PERIODIC BASIS AND MAKE RECOMMENDATIONS TO THE BOARD FOR THE CEO AND CFO POSITIONS AND TO THE CEO FOR HIS EXECUTIVE TEAM. THE COMPENSATION FIRM ALSO PROVIDES MARKET PRICING FOR ALL POSITIONS WITHIN THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORMS 990 AND 1023 ARE AVAILABLE UPON REQUEST IN COMPLIANCE WITH REGULATION SECTIONS 301.6104(D). OUR APPLICATIONS FOR RECOGNITION OF EXEMPTION AND OUR ANNUAL INFORMATION RETURNS ARE AVAILABLE FOR PUBLIC INSPECTIONS WITHOUT CHARGE AT OUR OFFICES DURING REGULAR BUSINESS HOURS. EACH ANNUAL INFORMATION RETURN IS AVAILABLE FOR A PERIOD OF 3 YEARS BEGINNING ON THE DATE THE RETURNS ARE REQUIRED TO BE FILED OR IS ACTUALLY FILED, WHICHEVER IS LATER. AND WE WILL PROVIDE A COPY WITHOUT CHARGE, OTHER THAN A REASONABLE FEE FOR REPRODUCTIONS AND ACTUAL POSTAGE COSTS, OF ALL OR ANY PART OF ANY APPLICATION OR RETURN REQUIRED TO BE MADE AVAILABLE FOR PUBLIC INSPECTIONS TO ANY INDIVIDUAL WHO MAKES A REQUEST FOR SUCH COPY IN PERSON OR IN WRITING. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA | |||||||||||
| 3710 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 330759107 | DATA MANAGEMENT SERVICES & TECHNICAL SUPPORT TO MEMBER CLINICS | CA | 501(C)(3) | LINE 10 | HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA HOLDING COMPANY | 0 | |
| HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA HOLDING COMPANY | |||||||||||
| 3710 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 991528144 | HOLDING COMPANY | CA | 501(C)(3) | LINE 10 | 0 | N/A | |
| HEALTH CENTER PARTNERS RESERVE COMPANY | |||||||||||
| 3710 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 334021418 | RESERVE COMPANY | CA | 501(C)(3) | LINE 10 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL COMMUNITY CLINICS SERVICE CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 RUFFIN ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330566238 | EIN |
| Primary Activities | GROUP PURCHASING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $17,226,791 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $18,322,118 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COUNCIL OF COMMUNITY CLINICS SERVICE CORPORATION | ||
| F | $4,000,000 | ACTUAL |
| COUNCIL OF COMMUNITY CLINICS SERVICE CORPORATION | ||
| O | $9,962,453 | ACTUAL |
| HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA | ||
| O | $10,439,567 | ACTUAL |
| HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA | ||
| B | $949,120 | ACTUAL |