2026-02-13T09:07:18-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 953008850 HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA HEAL 6195424300 3710 RUFFIN ROAD SAN DIEGO CA 92123 FRANK WHELAN CFO 6195424300 2026-02-12 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-02-12 2024 2025-03-06 01:10:19Z HEALTH CENTER PARTNERS SPARKLE J BARNES 3710 RUFFIN ROAD SAN DIEGO CA 92123 4792430 0 X WWW.HCPSOCAL.ORG X 1977 CA 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. 4 4 155 16 0 0 3986813 4246173 73802103 184800 490497 313824 2108 47633 78281521 4792430 0 949120 0 0 3962467 597349 0 0 0 72488319 201483 76450786 1747952 1830735 3044478 15904171 18945546 2968910 2258145 12935261 16687401 X 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. 0 0 1580124 949120 184800 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. 1580124 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 33 0 155 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FRANK K WHELAN CFO 6195424300 3710 RUFFIN ROAD SAN DIEGO CA 92123 SPARKLE BARNES PRESIDENT, CNECT & CHIEF STRAT. OFF. 32.00 8.00 X 425839 0 14534 LORI HOLEMAN CHAIRMAN (THRU 03/2025) 1.00 1.00 X X 0 0 0 MICHELLE GONZALEZ CHAIR 1.00 1.00 X X 0 0 0 ZARA MARSELIAN VICE-CHAIR 1.00 X X 0 0 0 LORI KEIM VICE-CHAIR (THRU 03/2025) 1.00 X X 0 0 0 LAURA CASWELL TREASURER (THRU 03/2025) 1.00 X X 0 0 0 ARCHIE BELLA SECRETARY (THRU 03/2025) 1.00 X X 0 0 0 DAVID BRINKMAN DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 ROBERTA FEINBERG DIRECTOR (THRU 03/2025) 1.00 1.00 X 0 0 0 CLAUDIA GALVEZ DIRECTOR (THRU 03/2025) 1.00 1.00 X 0 0 0 ORVIN HANSON DIRECTOR 1.00 1.00 X 0 0 0 KEVIN LA CHAPELLE DIRECTOR (THRU 03/2025) 1.00 1.00 X 0 0 0 KEVIN MATTSON DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 MEGAN PARTCH DIRECTOR (THRU 03/2025) 1.00 1.00 X 0 0 0 RAKESH PATEL MD DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 FERNANDO SANUDO DIRECTOR (THRU 03/2025) 1.00 1.00 X 0 0 0 JULIE SCHWAB DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 MAURICE SMITH DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 CAROLE VELOSO DIRECTOR (THRU 09/2024) 1.00 X 0 0 0 GARY ZIMBLE DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 FRANK WHELAN CFO 7.00 33.00 X 327275 0 19026 HENRY TUTTLE CEO 16.00 24.00 X 560491 0 40913 NICOLE HOWARD EVP, CHIEF ADVANCEMENT OFFICER 3.00 37.00 X 267453 0 28606 TRACY GARMER EVP & COO 22.00 18.00 X 364065 0 33503 TIMOTHY FRASER VP GOVERNMENT AFFAIRS 1.00 39.00 X 282746 0 18916 ELIZABETH GUTHRIE SVP, BUSINESS DEVELOPMENT 1.00 39.00 X 309809 0 19941 RASAUN ROBINSON VICE PRESIDENT OF SALES 1.00 39.00 X 266771 0 18004 JAY LEE MEDICAL DIRECTOR 1.00 39.00 X 314470 0 33899 AMANDA SIMMONS EVP & CHIEF MANAG. CARE RISK OFFICER 0.00 40.00 X 373717 0 31180 3492636 0 258522 59 0 1 0 ARCADIA HEALTHCARE SOLUTIONS 100 SUMMIT DRIVE BURLINGTON MA 01803 SOFTWARE HOSTING & CONSULTING 712582 FOX ROTHSCHILD LLP TWO COMMERCE SQUARE PHILADELPHIA PA 19103 LEGAL SERVICES 202339 WIPFLI LLP PO BOX 3160 MILWAUKEE WI 53201 AUDITING SERVICE/IMPLEMENTATION OF SOFTW 175222 MEDCONNECT USA DEPT N701B PO BOX 30102 SALT LAKE CITY UT 84130 AFTER HRS ANSWERING SERVICES 172725 BOUTIQUE RECRUITING 701 B STREET SUITE 1350 SAN DIEGO CA 92101 TEMP AGENCY 146684 8 4000000 246173 4246173 MEMBERSHIP DUES 561000 184800 184800 184800 313824 313824 47633 47633 47633 4792430 184800 0 361457 949120 949120 187401 169116 18285 321696 316721 4975 10636 8746 1890 38548 31687 6861 39068 31731 7337 6541 6541 3472 3472 44379 44379 52724 46216 6508 7748 7631 117 2256 1050 1206 14590 7985 6605 6337 6337 9317 9258 59 44117 44117 2769 2769 STAFF DEVELOPMENT & TRA 5071 9 5062 DUES AND SUBSCRIPTIONS 942 834 108 EQUIPMENT RENTAL 381 381 839 20 819 1747952 1580124 167828 0 443065 217821 55954 4383 216701 338436 176467 92478 128106 83989 8503589 9415108 414515 180195 6142241 8705614 15904171 18945546 2128861 1643977 115745 44572 724304 569596 2968910 2258145 X 12935261 16687401 12935261 16687401 15904171 18945546 3044478 707662 0 X 0 1 X 1 1 1 X 4450410 4570347 3592036 3986813 4246173 20845779 68264704 71994745 128308305 73423448 184800 342176002 29124 13509 2108 47633 92374 72715114 76594216 131913850 77412369 4478606 363114155 1500000 4000000 3000000 3000000 4000000 15500000 0 1500000 4000000 3000000 3000000 4000000 15500000 347614155 457697 439537 545114 529733 313824 2285905 457697 439537 545114 529733 313824 2285905 3142 14317 27111 25876 0 70446 73175953 77048070 132486075 77967978 4792430 365470506 0.95110 0.99400 0.00630 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 176467 92478 83989 83989 RELATED PARTY RECEIVABLES 5899012 CASH SURRENDER VALUE OF LIFE INSURANCE 2402285 OPERATING RIGHT OF USE ASSETS 389401 SECURITY DEPOSITS 14916 8705614 DEFERRED COMPENSATION 180195 OPERATING LEASE LIABILITIES 389401 569596 X PART X, LINE 2: 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. 0 HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA 3710 RUFFIN ROAD SAN DIEGO CA 92123 330759107 501(C)(3) 949120 0 TRANSFER OF NET ASSETS 1 0 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 HENRY TUTTLE CEO 485090 0 75401 0 0 0 10350 0 30563 0 601404 0 0 0 SPARKLE BARNES PRESIDENT, CNECT & CHIEF STRAT. OFF. 344463 0 81376 0 0 0 10449 0 4085 0 440373 0 0 0 AMANDA SIMMONS EVP & CHIEF MANAG. CARE RISK OFFICER 330578 0 43139 0 0 0 10350 0 20830 0 404897 0 0 0 TRACY GARMER EVP & COO 321065 0 43000 0 0 0 10995 0 22508 0 397568 0 0 0 JAY LEE MEDICAL DIRECTOR 290960 0 23510 0 0 0 11053 0 22846 0 348369 0 0 0 FRANK WHELAN CFO 293643 0 33632 0 0 0 7720 0 11306 0 346301 0 0 0 ELIZABETH GUTHRIE SVP, BUSINESS DEVELOPMENT 276809 0 33000 0 0 0 8388 0 11553 0 329750 0 0 0 TIMOTHY FRASER VP GOVERNMENT AFFAIRS 259539 0 23207 0 0 0 8768 0 10148 0 301662 0 0 0 NICOLE HOWARD EVP, CHIEF ADVANCEMENT OFFICER 255084 0 12369 0 0 0 7846 0 20760 0 296059 0 0 0 RASAUN ROBINSON VICE PRESIDENT OF SALES 234558 0 32213 0 0 0 8087 0 9917 0 284775 0 0 0 PART I, LINE 4 CAN 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. 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 N/A 0 HEALTH CENTER PARTNERS RESERVE COMPANY 3710 RUFFIN ROAD SAN DIEGO CA 92123 334021418 RESERVE COMPANY CA 501(C)(3) LINE 10 N/A 0 COUNCIL COMMUNITY CLINICS SERVICE CORPORATION 3710 RUFFIN ROAD SAN DIEGO CA 92123 330566238 GROUP PURCHASING CA HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA C 17226791 18322118 1.00000 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 1 1 1 0 0 COUNCIL OF COMMUNITY CLINICS SERVICE CORPORATION F 4000000 ACTUAL COUNCIL OF COMMUNITY CLINICS SERVICE CORPORATION O 9962453 ACTUAL HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA O 10439567 ACTUAL HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA B 949120 ACTUAL