BY THE BAY HEALTH: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BY THE BAY HEALTH (EIN 94-2890791)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349313026
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T19:33:27-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET STE 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 942890791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BY THE BAY HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYTH | BusinessNameControlTxt |
| Phone | 4159272273 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 EAST SIR FRANCIS DRAKE BOULEVARD | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SKELLY WINGARD RN MSN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4159272273 | PhoneNum |
| Signature | 2026-05-14 | 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 LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| 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 | SKELLY WINGARD MSN RN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 EAST SIR FRANCIS DRAKE BOULEVARD | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,788,137 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BYTHEBAYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DELIVERING COMPASSIONATE SUPPORT AND EXCEPTIONAL CARE IN THE HOME FOR INDIVIDUALS AND COMMUNITIES, GUIDING THEM WITH CHOICE AND DIGNITY TO NAVIGATE SIGNIFICANT CARE DECISIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 478 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,838,641 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,441,524 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,879,090 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,092,169 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,450,060 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,910,822 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,542,469 | PYOtherRevenueAmt |
| CY Other Revenue | $1,996,627 | CYOtherRevenueAmt |
| PY Total Revenue | $74,710,260 | PYTotalRevenueAmt |
| CY Total Revenue | $79,441,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $804,840 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,149,976 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,369,509 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,672,473 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,127,095 | PYOtherExpensesAmt |
| CY Other Expenses | $21,645,313 | CYOtherExpensesAmt |
| PY Total Expenses | $72,277,071 | PYTotalExpensesAmt |
| CY Total Expenses | $71,819,662 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,433,189 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,621,480 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,923,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,598,468 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,755,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,527,027 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,168,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,071,441 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DELIVERING COMPASSIONATE SUPPORT AND EXCEPTIONAL CARE IN THE HOME FOR INDIVIDUALS AND COMMUNITIES, GUIDING THEM WITH CHOICE AND DIGNITY TO NAVIGATE SIGNIFICANT CARE DECISIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $54,695,826 | ExpenseAmt |
| Grant | $804,840 | GrantAmt |
| Revenue | $70,917,174 | RevenueAmt |
| Desc | WE ARE DEDICATED TO PROMOTING WELLNESS ALONG THE CONTINUUM OF CARE, AS WELL AS PREVENTING AND TREATING DISTRESSING SYMPTOMS OR CONDITIONS THAT MIGHT OTHERWISE THREATEN THE QUALITY OF LIFE FOR OUR PATIENTS AND FAMILIES. WE PROVIDED QUALITY HOSPICE CARE TO THE TERMINALLY ILL AS WELL AS GRIEF AND BEREAVEMENT SUPPORT SERVICES AND THERAPY TO PATIENTS AND FAMILIES OF THE TERMINALLY ILL AND COMMUNITY MEMBERS. | Desc |
| Total Program Service Expenses | $54,695,826 | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 478 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | MICHELLE KNAPIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154626111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 EAST SIR FRANCIS DRAKE BOULEVARD | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SKELLY WINGARD MSN RN PHN | ||||||||||
| CHIEF EXECUTIVE OFFICER | 20.00 | 30.00 | Yes (X) | Yes (X) | $773,260 | $0 | $21,983 | |||
| KAREN E MAY PHD | ||||||||||
| BOARD CHAIR | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFF M GERARD | ||||||||||
| BOARD VICE CHAIR | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GREGORY LECLAIRE | ||||||||||
| BOARD TREASURER | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WENDY C CHOW JD | ||||||||||
| BOARD SECRETARY | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MUKUND ACHARYA PHD | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARMIKA J BERKLEY DSC | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| STACY A BLANCHARD | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL E COHN JD | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH ENGEL | ||||||||||
| BOARD MEMBER (START 6/2025) | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRACY A HOGAN | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE C JAMENTZ | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SWAMINATHAN M JAYARAMAN | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA KENDALL | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH MEISLIN | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE S MOURAD MD | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN Z PANTILAT MD | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD PETERS | ||||||||||
| BOARD MEMBER (THRU 6/2025) | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICK SANCIANGCO | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT TAYLOR SMITH | ||||||||||
| BOARD MEMBER | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHAY STRACHAN | ||||||||||
| BOARD MEMBER (THRU 6/2025) | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES KELLY | ||||||||||
| CHIEF FINANCIAL OFFICER | 20.00 | 30.00 | Yes (X) | $336,962 | $0 | $11,262 | ||||
| KAI ROMERO MD | ||||||||||
| CHIEF MEDICAL OFFICER (THRU 12/2024) | 40.00 | 0.00 | $435,677 | $0 | $12,240 | Yes (X) | ||||
| WENDY RANZAU | ||||||||||
| CHIEF OPERATING OFFICER (THRU 4/2024) | 40.00 | 0.00 | $333,986 | $0 | $12,761 | Yes (X) | ||||
| ROBERTINA SZOLAROVA | ||||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | 0.00 | $307,084 | $0 | $22,334 | Yes (X) | ||||
| PETER BUSSI | ||||||||||
| CHIEF STRAT & INNOV OFFICER (THRU 6/2024) | 40.00 | 0.00 | $173,608 | $0 | $5,082 | Yes (X) | ||||
| LESLIE HASSAN-SEIDMAN | ||||||||||
| STRATEGIC PROGRAM SPECIALIST | 40.00 | 0.00 | $263,365 | $0 | $37,997 | Yes (X) | ||||
| DONNA MAE REYES YANGA | ||||||||||
| AFTER HOURS NURSE | 40.00 | 0.00 | $189,674 | $0 | $37,587 | Yes (X) | ||||
| JOYCE WILSON | ||||||||||
| DIRECTOR OF HOME HEALTH SERVICES | 40.00 | 0.00 | $183,280 | $0 | $22,864 | Yes (X) | ||||
| EDA ANGUIANO | ||||||||||
| DIR OF PROVIDER & COMMUNITY RELATIONS | 40.00 | 0.00 | $179,445 | $0 | $25,293 | Yes (X) | ||||
| ROSEMARY FOX | ||||||||||
| PROGRAM MANAGER | 40.00 | 0.00 | $189,643 | $0 | $8,262 | Yes (X) | ||||
| MIGUEL RUELAS | ||||||||||
| SR DIR OF COMMUNITY ADV (THRU 7/2024) | 40.00 | 0.00 | $131,303 | $0 | $9,563 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,497,287 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,228 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 164 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| ACCENTURE LLP | |||||
| 500 W MADISON STREET | CHICAGO | IL | 606612592 | CONSULTING SERVICES | $2,630,113 |
| NIXON PEABODY | |||||
| PO BOX 28012 | NEW YORK | NY | 100878012 | LEGAL SERVICES | $400,184 |
| FUSION MEDICAL STAFFING | |||||
| PO BOX 30131 | OMAHA | NE | 681031231 | STAFFING AGENCY | $343,375 |
| JESSICA KEANE | |||||
| 2215 5TH AVENUE | SAN RAFAEL | CA | 94901 | MEDICAL DIRECTOR / PHYSICIAN | $325,424 |
| MARIANNE KRAMER | |||||
| 20321 HARRINGTON DRIVE | SONOMA | CA | 95476 | MEDICAL DIRECTOR / PHYSICIAN | $263,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $476,113 | FundraisingAmt |
| All Other Contributions | $3,965,411 | AllOtherContributionsAmt |
| Noncash Contributions | $121,388 | NoncashContributionsAmt |
| Total Contributions | $4,441,524 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 621610 | $59,105,358 | $59,105,358 |
| MANAGEMENT SERVICE FEES - RELATED | 541900 | $10,910,269 | $10,910,269 |
| OTHER PROGRAM REVENUE | 621610 | $76,542 | $76,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,092,169 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,780,228 | TotalRevenueColumnAmt |
| Exclusion | $2,780,228 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $848,616 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $848,616 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $848,616 | TotalRevenueColumnAmt |
| Exclusion | $848,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,146,566 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,015,972 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,594 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,594 | TotalRevenueColumnAmt |
| Exclusion | $130,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $245,091 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $476,113 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $331,023 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,932 | TotalRevenueColumnAmt |
| Exclusion | -$85,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $825,005 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $825,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $825,005 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $408,938 | TotalRevenueColumnAmt |
| Exclusion | $408,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $408,938 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,441,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,917,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,082,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,039 | TotalAmt |
| Program Services | $70,039 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,801 | TotalAmt |
| Program Services | $734,801 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,083,966 | TotalAmt |
| Program Services | $769,770 | ProgramServicesAmt |
| Management And General | $1,314,196 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,894,816 | TotalAmt |
| Program Services | $31,691,364 | ProgramServicesAmt |
| Management And General | $6,430,360 | ManagementAndGeneralAmt |
| Fundraising | $773,092 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,580 | TotalAmt |
| Program Services | $827,498 | ProgramServicesAmt |
| Management And General | $370,514 | ManagementAndGeneralAmt |
| Fundraising | $29,568 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,484,612 | TotalAmt |
| Program Services | $2,325,075 | ProgramServicesAmt |
| Management And General | $1,173,074 | ManagementAndGeneralAmt |
| Fundraising | -$13,537 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,678,535 | TotalAmt |
| Program Services | $2,322,186 | ProgramServicesAmt |
| Management And General | $1,275,346 | ManagementAndGeneralAmt |
| Fundraising | $81,003 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$49,990 | TotalAmt |
| Program Services | -$1,357 | ProgramServicesAmt |
| Management And General | -$49,383 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,766 | TotalAmt |
| Management And General | $270,766 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,728 | TotalAmt |
| Management And General | $4,728 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,379,705 | TotalAmt |
| Program Services | $4,654,003 | ProgramServicesAmt |
| Management And General | $2,565,664 | ManagementAndGeneralAmt |
| Fundraising | $160,038 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,797 | TotalAmt |
| Program Services | $12,268 | ProgramServicesAmt |
| Management And General | $149,728 | ManagementAndGeneralAmt |
| Fundraising | $73,801 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,808 | TotalAmt |
| Program Services | $878,208 | ProgramServicesAmt |
| Management And General | $229,083 | ManagementAndGeneralAmt |
| Fundraising | $110,517 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,923,032 | TotalAmt |
| Program Services | $1,209,359 | ProgramServicesAmt |
| Management And General | $593,299 | ManagementAndGeneralAmt |
| Fundraising | $120,374 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,263,860 | TotalAmt |
| Program Services | $975,302 | ProgramServicesAmt |
| Management And General | $51,226 | ManagementAndGeneralAmt |
| Fundraising | $237,332 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,175 | TotalAmt |
| Program Services | $124,070 | ProgramServicesAmt |
| Management And General | $64,239 | ManagementAndGeneralAmt |
| Fundraising | $3,866 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,671 | TotalAmt |
| Program Services | $99,645 | ProgramServicesAmt |
| Management And General | $85,170 | ManagementAndGeneralAmt |
| Fundraising | $4,856 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,808 | TotalAmt |
| Management And General | $1,808 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,807 | TotalAmt |
| Program Services | $792,808 | ProgramServicesAmt |
| Management And General | $184,805 | ManagementAndGeneralAmt |
| Fundraising | $52,194 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,360 | TotalAmt |
| Program Services | $607,459 | ProgramServicesAmt |
| Management And General | $159,713 | ManagementAndGeneralAmt |
| Fundraising | $21,188 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PATIENT CARE COSTS | $6,720,306 | $6,719,915 | $391 | |
| DUES, LICENSES, SUBSCRI | $372,466 | $219,006 | $7,373 | $146,087 |
| EQUIP RENTAL & MAINTENA | $321,255 | $267,950 | $7,836 | $45,469 |
| CHARITY CARE / UNCOMPEN | -$660,603 | -$660,603 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,362 | TotalAmt |
| Program Services | $57,060 | ProgramServicesAmt |
| Management And General | $385,471 | ManagementAndGeneralAmt |
| Fundraising | $1,831 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,819,662 | TotalAmt |
| Program Services | $54,695,826 | ProgramServicesAmt |
| Management And General | $15,451,363 | ManagementAndGeneralAmt |
| Fundraising | $1,672,473 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,211,472 | BOYAmt |
| EOY | $6,183,995 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,312,760 | BOYAmt |
| EOY | $1,993,099 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,550 | BOYAmt |
| EOY | $314,016 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,457,840 | BOYAmt |
| EOY | $5,686,197 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,813 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,836 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,805 | BOYAmt |
| EOY | $968,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,808,830 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,279,827 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,352,454 | BOYAmt |
| EOY | $14,529,003 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,791,096 | BOYAmt |
| EOY | $94,842,241 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,213,838 | BOYAmt |
| EOY | $7,986,489 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,923,815 | BOYAmt |
| EOY | $132,598,468 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,462,458 | BOYAmt |
| EOY | $6,437,521 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,757 | BOYAmt |
| EOY | $370,669 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814,239 | BOYAmt |
| EOY | $1,718,837 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,755,454 | BOYAmt |
| EOY | $8,527,027 | 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 | $107,763,871 | BOYAmt |
| EOY | $123,318,089 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,490 | BOYAmt |
| EOY | $753,352 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,168,361 | BOYAmt |
| EOY | $124,071,441 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,923,815 | BOYAmt |
| EOY | $132,598,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,621,480 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,281,600 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $4,865,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,826,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,486,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,838,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,441,524 | CurrentTaxYearAmt |
| Total | $30,458,505 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,410,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,607,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,542,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,142,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,917,174 | CurrentTaxYearAmt |
| Total | $323,620,498 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,276,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,433,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,028,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,981,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,358,698 | CurrentTaxYearAmt |
| Total | $354,079,003 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,603,500 | CurrentTaxYearAmt |
| Total | $1,603,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,085,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,322,339 | CurrentTaxYearAmt |
| Total | $13,407,642 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,085,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,925,839 | CurrentTaxYearAmt |
| Total | $15,011,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $339,067,861 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,937,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,687,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,263,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,628,844 | CurrentTaxYearAmt |
| Total | $13,496,661 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,937,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,687,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,263,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,628,844 | CurrentTaxYearAmt |
| Total | $13,496,661 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $408,938 | CurrentTaxYearAmt |
| Total | $408,938 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,214,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,413,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,715,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,244,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,396,480 | CurrentTaxYearAmt |
| Total | $367,984,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96640 | PublicSupportPY509Pct |
| Investment Income CY | 0.03670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2024 AMOUNT: $ 408,938. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,524 | BeginningYearBalanceAmt |
| End Year Balance | $358,524 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,524 | BeginningYearBalanceAmt |
| End Year Balance | $358,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,524 | BeginningYearBalanceAmt |
| End Year Balance | $358,524 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,524 | BeginningYearBalanceAmt |
| End Year Balance | $358,524 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,524 | BeginningYearBalanceAmt |
| End Year Balance | $358,524 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,526,681 | OtherCostOrOtherBasisAmt |
| Book Value | $5,526,681 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,427,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,847,008 | DepreciationAmt |
| Book Value | $5,580,018 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,964,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,321,267 | DepreciationAmt |
| Book Value | $2,642,891 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,890,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,111,552 | DepreciationAmt |
| Book Value | $779,413 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,529,003 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $6,261,881 |
| DEPOSITS | $63,761 |
| OPERATING LEASE RIGHT-OF-USE ASSETS, NET | $1,660,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,986,489 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $1,695,619 |
| TENANT SECURITY DEPOSITS | $23,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,718,837 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME FROM THE ENDOWMENT FUNDS ARE INTENDED TO OFFSET THE COSTS OF PROGRAMS AND ACTIVITIES OF THE ORGANIZATION. |
| PART X, LINE 2: | BTBH, HHI, AND MHHC HAVE BEEN DETERMINED TO BE EXEMPT CORPORATIONS BY THE INTERNAL REVENUE SERVICE (IRS) AND THE CALIFORNIA FRANCHISE TAX BOARD AND ARE NOT SUBJECT TO FEDERAL AND STATE TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, AND IS CONSIDERED BY THE IRS TO BE CORPORATIONS OTHER THAN A PRIVATE FOUNDATION. IN THE OPINION OF MANAGEMENT, THERE IS NO UNRELATED BUSINESS INCOME. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $721,204 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $476,113 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $245,091 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $17,797 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $58,883 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $227,293 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $27,050 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $721,204 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $476,113 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $245,091 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $17,797 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $58,883 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $227,293 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,050 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $331,023 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$85,932 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CAN DO EDUCATION FOUNDATION | ||||||||
| 2255 LAS GALLINAS ROOM C5 | SAN RAFAEL | CA | 94903 | 680298033 | 501(C)(3) | $6,584 | $0 | EVENT SPONSORSHIP |
| CHINESE HOSPITAL ASSOCIATION | ||||||||
| 845 JACKSON STREET | SAN FRANCISCO | CA | 94133 | 940382780 | 501(C)(3) | $9,500 | $0 | EVENT SPONSORSHIP |
| GEORGE MARKS CHILDREN'S FUND | ||||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 943255845 | 501(C)(3) | $7,500 | $0 | EVENT SPONSORSHIP |
| MARIN COMMUNITY CLINIC | ||||||||
| 9 COMMERCIAL BLVD SUITE 100 | NOVATO | CA | 94949 | 942237120 | 501(C)(3) | $8,916 | $0 | EVENT SPONSORSHIP |
| MARIN HEALTH FOUNDATION | ||||||||
| 1350 SOUTH ELISEO DRIVE SUITE 110 | GREENBRAE | CA | 94904 | 946127213 | 501(C)(3) | $10,000 | $0 | EVENT SPONSORSHIP |
| ON LOK INC | ||||||||
| 1333 BUSH STREET | SAN FRANCISCO | CA | 94109 | 943101464 | 501(C)(3) | $7,100 | $0 | EVENT SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CAREGIVER SUPPORT | 681 | $515,760 |
| QUALITY OF LIFE SUPPORT | 63 | $35,558 |
| END OF LIFE WISHES GRANTED | 26 | $34,597 |
| MY LIFE RECOGNITION AND RETENTION | 31 | $23,700 |
| INDIGENT BURIAL SUPPORT | 98 | $124,336 |
| MISC PATIENT GRANTS | 1 | $850 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BY THE BAY HEALTH MAKES GRANTS TO OTHER ORGANIZATIONS WITHIN ITS GEOGRAPHIC REGION (AND OFTEN ALSO WHO WORK WITHIN THE HEALTHCARE SPACE) FOR FUNDRAISING EVENT SPONSORSHIPS, WHICH ARE UNRESTRICTED AND REQUIRE NO MONITORING. FOR GRANTS TO INDIVIDUALS, THE PROCESS TO MONITOR PROPER USE OF GRANT FUNDS DEPENDS ON THE TYPE OF GRANT GIVEN. FOR SOME, THE ORGANIZATION HAS COMMITTEES WHICH REVIEWS EFFICACY AND IMPACT THE SUPPORT PROGRAM HAS, AS WELL AS TO ENSURE THAT DONATED FUNDS ARE USED WITH THE SPIRIT OF THE DONATION. ELIGIBILITY FOR MOST INDIVIDUAL GRANTS IS OFTEN PRIORITIZED FOR THOSE WITH A FINANCIAL NEED, PSYCHOSOCIAL CHALLENGES, OR WHERE IMPACT CAN BE ACHIEVED ON SPIRITUAL AND EMOTIONAL WELL-BEING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SKELLY WINGARD MSN RN PHN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $620,382 | $0 | $139,500 | $0 | $13,378 | $0 | $4,830 | $0 | $17,153 | $0 | $795,243 | $0 | $0 | $0 |
| KAI ROMERO MD | ||||||||||||||
| CHIEF MEDICAL OFFICER (THRU 12/2024) | $356,430 | $0 | $22,500 | $0 | $56,747 | $0 | $7,791 | $0 | $4,449 | $0 | $447,917 | $0 | $0 | $0 |
| JAMES KELLY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $297,635 | $0 | $22,500 | $0 | $16,827 | $0 | $9,427 | $0 | $1,835 | $0 | $348,224 | $0 | $0 | $0 |
| WENDY RANZAU | ||||||||||||||
| CHIEF OPERATING OFFICER (THRU 4/2024 | $14,993 | $0 | $15,000 | $0 | $303,993 | $0 | $3,462 | $0 | $9,299 | $0 | $346,747 | $0 | $0 | $0 |
| ROBERTINA SZOLAROVA | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $259,343 | $0 | $22,500 | $0 | $25,241 | $0 | $8,535 | $0 | $13,799 | $0 | $329,418 | $0 | $0 | $0 |
| LESLIE HASSAN-SEIDMAN | ||||||||||||||
| STRATEGIC PROGRAM SPECIALIST | $203,934 | $0 | $22,500 | $0 | $36,931 | $0 | $6,101 | $0 | $31,896 | $0 | $301,362 | $0 | $0 | $0 |
| DONNA MAE REYES YANGA | ||||||||||||||
| AFTER HOURS NURSE | $101,428 | $0 | $0 | $0 | $88,246 | $0 | $5,294 | $0 | $32,293 | $0 | $227,261 | $0 | $0 | $0 |
| JOYCE WILSON | ||||||||||||||
| DIRECTOR OF HOME HEALTH SERVICES | $176,108 | $0 | $4,420 | $0 | $2,752 | $0 | $2,683 | $0 | $20,181 | $0 | $206,144 | $0 | $0 | $0 |
| EDA ANGUIANO | ||||||||||||||
| DIR OF PROVIDER & COMMUNITY RELATION | $155,876 | $0 | $5,000 | $0 | $18,569 | $0 | $5,017 | $0 | $20,276 | $0 | $204,738 | $0 | $0 | $0 |
| ROSEMARY FOX | ||||||||||||||
| PROGRAM MANAGER | $179,832 | $0 | $2,000 | $0 | $7,811 | $0 | $4,522 | $0 | $3,740 | $0 | $197,905 | $0 | $0 | $0 |
| PETER BUSSI | ||||||||||||||
| CHIEF STRAT & INNOV OFFICER (THRU 6/ | $124,786 | $0 | $15,000 | $0 | $33,822 | $0 | $4,182 | $0 | $900 | $0 | $178,690 | $0 | $0 | $0 |
| MIGUEL RUELAS | ||||||||||||||
| SR DIR OF COMMUNITY ADV (THRU 7/2024 | $116,303 | $0 | $15,000 | $0 | $0 | $0 | $3,016 | $0 | $6,547 | $0 | $140,866 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | WENDY RANZAU RECEIVED A TAXABLE $174,021 SEVERANCE PAYMENT IN THE 2024 CALENDAR YEAR. |
| PART I, LINE 7 | THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WERE DETERMINED (IN PART) UTILIZING DISCRETION, AND THUS WOULD BE CONSIDERED NON-FIXED PAYMENTS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SKELLY WINGARD | PersonNm |
| Relationship With Org | CEO | RelationshipWithOrgTxt |
| Loan Purpose | ADVANCE FUNDS RELATED TO BTBH W-2 ISSUES FROM 2023. | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $90,813 | OriginalPrincipalAmt |
| Balance Due | $90,813 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $90,813 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $121,388 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINES A "MEMBER" AS A PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, THE ORGANIZATION HAS ONE MEMBER WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY: THE REGENTS OF THE UNIVERSITY OF CALIFORNIA, A CALIFORNIA CONSTITUTIONAL CORPORATION, ACTING ON BEHALF OF UNIVERSITY OF CALIFORNIA, SAN FRANCISCO. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE REGENTS OF THE UNIVERSITY OF CALIFORNIA, A CALIFORNIA CONSTITUTIONAL CORPORATION, ACTING ON BEHALF OF UNIVERSITY OF CALIFORNIA, SAN FRANCISCO, HAS THE POWER TO DESIGNATE THREE MEMBERS OF THE BOARD OF DIRECTORS WHO ARE KNOWLEDGEABLE AND PASSIONATE ABOUT HOSPICE SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING DECISIONS WITH RESPECT TO BY THE BAY HEALTH, WHETHER TAKEN AT A MEETING DULY CALLED OR BY WRITTEN CONSENT, SHALL REQUIRE THE CONCURRENCE OF BOTH: (A) A MAJORITY OF THE COMMUNITY DIRECTORS AND CEO IN ATTENDANCE AT A MEETING; AND (B) THE APPROVAL OF A MAJORITY OF THE UCSF DIRECTORS IN ATTENDANCE AT A MEETING, OR BY ALL BY THE BAY HEALTH DIRECTORS, IF BY WRITTEN CONSENT: (I) ANY ADOPTION, AMENDMENT, RESTATEMENT, OR REPEAL OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF BY THE BAY HEALTH, EXCEPT UPON TERMINATION OF THE AFFILIATION AGREEMENT ENTERED INTO BY AND BETWEEN BY THE BAY HEALTH AND UCSF ON OR ABOUT APRIL 1, 2015; (II) ADOPTION AND ANY AMENDMENT OR CHANGE IN BY THE BAY HEALTH'S PURPOSE, MISSION, OR CHARITY CARE POLICY; (III) FINAL DECISION INVOLVING ANY MATERIAL CLINICAL SERVICE RELOCATION OR CLOSURE OR THE ADDITION OF ANY CLINICAL SERVICE; (IV) HIRING OF THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION; (V) APPROVAL, ADOPTION, AMENDMENT, OR REPEAL OF THE CORPORATION'S BOARD CONFLICT OF INTEREST POLICY; (VI) PURCHASE OR SALE OF REAL ESTATE BY THE CORPORATION INVOLVING MORE THAN $250,000; (VII) ENTERING INTO OR AMENDING ANY MATERIAL AGREEMENTS INVOLVING MORE THAN $500,000 NOT CONTEMPLATED BY THE ANNUAL BUDGET; (VIII) A SALE, TRANSFER OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (IX) A MERGER, CONSOLIDATION, REORGANIZATION, DIVESTITURE, AFFILIATION OR DISSOLUTION; AND (X) DECLARING, OR VOLUNTARILY ENTERING INTO OR CONSENTING TO THE FILING OF PROCEEDINGS TO DECLARE, BANKRUPTCY OR INSOLVENCY. (XI) DECISIONS REQUIRING CONSENSUS SHALL NOT INCLUDE BOARD DECISIONS RELATING TO THE BTBH HEADQUARTERS BUILDING OR TO THE INVESTMENT OR EXPENDITURE OF BTBH'S INVESTMENTS, NOR SHALL ANYTHING HEREIN BE INTERPRETED TO RESTRICT OR LIMIT EITHER BTBH OR UCSF FROM EXPLORING OPPORTUNITIES TO BROADEN ITS RESPECTIVE SCOPE OF SERVICES OR MARKETS SERVED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES, WHICH REQUIRES ANNUAL DISCLOSURE STATEMENTS. ACTUAL OR POTENTIAL CONFLICTS ARE DETERMINED BY DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS. SHOULD A CONFLICT OF INTEREST OCCUR, THE TRANSACTION OR ARRANGEMENT IS APPROVED IN GOOD FAITH BY A VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE, WITHOUT COUNTING THE VOTE OF THE CONFLICTED INDIVIDUAL, AND ONLY AFTER OBTAINING KNOWLEDGE OF THE MATERIAL FACTS CONCERNING THE TRANSACTION OR ARRANGEMENT THE CONFLICTED INDIVIDUALS' INTEREST IN THE TRANSACTION. PRIOR TO AUTHORIZING OR APPROVING THE TRANSACTION OR ARRANGEMENT, THE BOARD SHALL CONSIDER AND IN GOOD FAITH DETERMINE AFTER REASONABLE INVESTIGATION THAT, UNDER THE CIRCUMSTANCES, THE ORGANIZATION COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH UTILIZES COMPARABLE COMPENSATION DATA FOR SIMILARLY SITUATED INDIVIDUALS IN SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT GEOGRAPHIC REGION AND COST OF LIVING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 571,476. MANAGEMENT AND GENERAL EXPENSES 2,285,989. FUNDRAISING EXPENSES 148,779. TOTAL EXPENSES 3,006,244. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,706,081. MANAGEMENT AND GENERAL EXPENSES 279,675. FUNDRAISING EXPENSES 11,259. TOTAL EXPENSES 3,997,015. OTHER CONSULTING & OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 376,446. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 376,446. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INCARE HOME CARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 EAST SIR FRANCIS DRAKE BLVD | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871122298 | EIN |
| Primary Activities | HOME HOSPICE CARE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $5,915,119 | TotalIncomeAmt |
| End Of Year Assets | $25,834 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BY THE BAY HEALTH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HOPE HOSPICE INC | ||||||||||
| 6801 KOLL CENTER PARKWAY SUITE 140 | PLEASANTON | CA | 94566 | 942576059 | HOSPICE | CA | 501(C)(3) | LINE 10 | BY THE BAY HEALTH | Yes (1) |
| MISSION HOSPICE & HOME CARE INC | ||||||||||
| 66 BOVET ROAD SUITE 100 | SAN MATEO | CA | 94402 | 942567162 | HOSPICE | CA | 501(C)(3) | LINE 10 | BY THE BAY HEALTH | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOPE HOSPICE INC | ||
| L | $5,152,489 | FMV |
| MISSION HOSPICE & HOME CARE | ||
| L | $5,757,780 | FMV |