Skip to content
Nonprofiteer
← PARTNERS IN CARE FOUNDATION INC

Form 990 for tax year 2023

Filed by PARTNERS IN CARE FOUNDATION INC.

Totals

Total revenue
$39,099,717
Total expenses
$37,655,608
Contributions and grants received
$12,654,674
Grants paid
$0
Program service revenue
$26,285,365
Investment income
$152,808
Other revenue
$6,870
Total assets, end of year
$30,087,044
Total liabilities, end of year
$12,283,321
Net assets or fund balances, end of year
$17,803,723
Program services expenses (Part IX)
$30,612,789
Management and general expenses
$6,352,209
Fundraising expenses
$690,610
Program service expenses (Part III)
$30,612,789

Program services were 81.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $572,728

  • 1e · Government grants (contributions)

    $11,807,789

  • 1f · All other contributions, gifts and grants

    $274,157

  • 2a · Program service revenue: CARE COORDINATION

    total $25,549,814 · related or exempt $25,549,814

  • 2b · Program service revenue: HEALTH SELF-ASSESSMENT

    total $735,551 · related or exempt $735,551

  • 3 · Investment income

    total $120,347 · excluded $120,347

  • 7a · Gross sales of assets other than inventory

    securities $264,261

  • 7b · Less cost or other basis and sales expenses

    securities $231,800

  • 7c · Gain or loss

    securities $32,461

  • 7d · Net gain or loss

    total $32,461 · excluded $32,461

  • 8a · Fundraising events: gross income

    $26,317

  • 8a · Fundraising events: contributions included on line 1c

    $572,728

  • 8b · Fundraising events: direct expenses

    $346,624

  • 8c · Net income from fundraising events

    total -$320,307 · excluded -$320,307

  • 11d · All other revenue

    total $327,177 · excluded $327,177

  • 11e · Other revenue, total

    $327,177

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,187,211 · program services $387,790 · management and general $702,955 · fundraising $96,466

  • 7 · Other salaries and wages

    total $13,736,747 · program services $11,515,522 · management and general $1,839,783 · fundraising $381,442

  • 9 · Other employee benefits

    total $2,947,450 · program services $2,310,512 · management and general $544,075 · fundraising $92,863

  • 11d · Fees: lobbying

    total $12,000 · management and general $12,000

  • 11f · Fees: investment management

    total $42,875 · management and general $42,875

  • 11g · Fees: other

    total $16,712,950 · program services $14,760,333 · management and general $1,937,027 · fundraising $15,590

  • 13 · Office expenses

    total $386,529 · program services $226,391 · management and general $142,599 · fundraising $17,539

  • 14 · Information technology

    total $705,871 · program services $343,414 · management and general $341,350 · fundraising $21,107

  • 16 · Occupancy

    total $305,782 · program services $295,115 · management and general $10,667

  • 17 · Travel

    total $372,441 · program services $274,394 · management and general $95,539 · fundraising $2,508

  • 20 · Interest

    total $9,527 · management and general $9,527

  • 22 · Depreciation, depletion and amortization

    total $177,349 · program services $117,782 · fundraising $59,567

  • 23 · Insurance

    total $213,107 · program services $54,588 · management and general $158,519

  • 24a · Other expenses: TELEPHONE/INTERNET

    total $396,132 · program services $297,511 · management and general $97,231 · fundraising $1,390

  • 24b · Other expenses: BAD DEBT

    total $359,055 · program services $7,534 · management and general $351,521

  • 24c · Other expenses: RECRUITMENT COSTS

    total $46,530 · program services $20,844 · management and general $24,901 · fundraising $785

  • 24e · All other expenses

    total $44,052 · program services $1,059 · management and general $41,640 · fundraising $1,353

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,617,745 · end of year $884,619

  • 2 · Savings and temporary cash investments

    beginning of year $386,813 · end of year $273,263

  • 3 · Pledges and grants receivable

    beginning of year $5,667,052 · end of year $12,447,512

  • 4 · Accounts receivable

    beginning of year $5,165,216 · end of year $10,217,525

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,338 · end of year $369,142

  • 10a · Land, buildings and equipment: cost or other basis

    $1,613,783

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,192,259

  • 10c · Land, buildings and equipment, net

    beginning of year $551,430 · end of year $421,524

  • 11 · Investments: publicly traded securities

    beginning of year $4,161,752 · end of year $3,948,791

  • 15 · Other assets

    beginning of year $1,643,851 · end of year $1,524,668

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,588,206 · end of year $10,718,285

  • 19 · Deferred revenue

    beginning of year $250,000 · end of year $53,669

  • 25 · Other liabilities

    beginning of year $1,654,415 · end of year $1,511,367

  • 27 · Net assets without donor restrictions

    beginning of year $15,065,803 · end of year $17,490,052

  • 28 · Net assets with donor restrictions

    beginning of year $704,773 · end of year $313,671

Mission and programs · 2023

Mission

PARTNERS SHAPES THE EVOLVING HEALTH SYSTEM BY DEVELOPING AND SPREADING HIGH VALUE MODELS OF COMMUNITY-BASED CARE AND SELF-MANAGEMENT FOR DIVERSE POPULATIONS WITH CHRONIC CONDITIONS.

Activities or mission (Part I)

PARTNERS ADDRESSES THE SOCIAL DETERMINANTS OF HEALTH BY ALIGNING SOCIAL CARE AND HEALTHCARE TO DEVELOP A WORLD WHERE EVERY PERSON HAS EQUITABLE ACCESS TO AFFORDABLE HIGH-QUALITY HEALTH AND SOCIAL CARE.

  • MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP) SUPPORTS OUR REGION'S LOWEST INCOME AND FRAILEST ELDERS BY FULFILLING THEIR FERVENT DESIRE TO LIVE FULLY INDEPENDENTLY AT HOME IN THEIR COMMUNITIES. THIS PROGRAM DESIGNS, IMPLEMENTS AND MONITORS CUSTOMIZED CARE PLANS BASED ON COMPREHENSIVE ASSESSMENTS THEN ARRANGES WHATEVER IS NEEDED FOR A DIGNIFIED AGING EXPERIENCE.

    Expenses $5,591,195 · Revenue $5,265,880

  • HOME AND COMMUNITY BASED ALTERNATIVE/NETWORK SERVICES: A STRATEGIC ALLIANCE OF COMMUNITY-BASED SOCIAL SERVICES PROVIDERS WITH THE EXPERTISE, LOCAL KNOWLEDGE, LANGUAGE DIVERSITY AND CULTURAL SENSITIVITY TO EMPOWER OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AND AGE IN THEIR COMMUNITIES. THE NETWORK STREAMLINES SERVICE ACCESS FOR HOSPITALS, HEALTH PLANS, AND PHYSICIAN GROUPS TO PROVIDE A SINGLE GROUP OF CONNECTION WITH HOME AND COMMUNITY-BASED INTERVENTIONS THAT OPTIMIZE HEALTH OUTCOMES. PARTNERS AT HOME COORDINATES A LARGE SPECTRUM OF RESOURCES, MEAL DELIVERY, TRANSPORTATION, SAFETY EVALUATIONS, HOME MODIFICATIONS AND MORE.

    Expenses $4,645,889 · Revenue $4,816,641

  • COMMUNITY WELLNESS CHRONIC DISEASE AND SELF-MANAGEMENT EDUCATION: OFFERS VITAL EVIDENCE-BASED HEALTH EDUCATION PROGRAMS FOR PREVENTING AGE AND ILLNESS RELATED DECLINE BY MANAGING CHRONIC ILLNESS, PREVENTING FALSE AND REDUCING MEDICATION ERRORS. NUMBERS OF PARTICIPANTS COMPLETING WORKSHOPS PER YEAR AVERAGE 2,400. STRATEGIC INITIATIVES WORKS WITH PROGRAMS IN PLANNING AND STARTUP PHASES OR WHERE THEY CROSS DEPARTMENTS. PROGRAMS RANGE FROM CONSULTING TO ADDRESS DETERMINATES OF HEALTH, BUSINESS DEVELOPMENT, GRANTS AND STRATEGIC PLANNING.

    Expenses $761,084 · Revenue $735,551

  • PARTNERS SHAPES THE EVOLVING HEALTH SYSTEM BY DEVELOPING AND SPREADING HIGH VALUE MODELS OF COMMUNITY-BASED CARE, CARE MANAGEMENT AND SELF-MANAGEMENT FOR DIVERSE VULNERABLE POPULATIONS.

    Expenses $19,614,621 · Revenue $15,467,293

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jennifer L Kozakowski

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2

  • Jack Schlosser

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2

  • Jennifer Heenan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2

  • Manoj K Mathew

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2

  • Adriana Mendoza

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Alexander Strachan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Alfred Poirier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Amanda J Flaum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Amir Desai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Cathi Cunningham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Donald Crane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Edward Kim

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Gerald Sullivan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Gordon M Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • James B Edwards

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • James Lott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Jill Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Katherine A Kirchhoff

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Mari Zag

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Marta Fernandez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Paul Craig

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Poonam Gorakshakar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Rekha Murthy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Renee Delphin-Rodriguez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Robert W Lundy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Seth Ellis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Shawn Sheffield

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • Stephen T O'Dell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • W June Simmons

    CEO

    Total calculated
    $57,751
    From this org
    $0
    From related orgs
    $0
    Other
    $57,751
    Hours/week
    40

  • Alexis Cisneros

    CFO

    Total calculated
    $225,120
    From this org
    $215,446
    From related orgs
    $0
    Other
    $9,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,752
    Bonus
    $14,694
    Other
    $0
    Deferred
    $8,649
    Nontaxable benefits
    $1,025
    Filer's total
    $225,120

  • Anwar Zoueihid

    VICE PRESIDENT, LONG TERM SERVICES

    Total calculated
    $240,793
    From this org
    $232,675
    From related orgs
    $0
    Other
    $8,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,123
    Bonus
    $28,552
    Other
    $0
    Deferred
    $7,253
    Nontaxable benefits
    $865
    Filer's total
    $240,793

  • Ester Sefilyan

    VICE PRESIDENT, SHORT TERM SERVICES

    Total calculated
    $207,626
    From this org
    $188,510
    From related orgs
    $0
    Other
    $19,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,427
    Bonus
    $14,083
    Other
    $0
    Deferred
    $5,304
    Nontaxable benefits
    $13,812
    Filer's total
    $207,626

  • Aloyce Rachal

    SENIOR DIRECTOR, MSSP

    Total calculated
    $123,312
    From this org
    $117,061
    From related orgs
    $0
    Other
    $6,251
    Hours/week
    40

  • Briana Hathaway

    VICE PRESIDENT, HR

    Total calculated
    $160,370
    From this org
    $152,566
    From related orgs
    $0
    Other
    $7,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,978
    Bonus
    $10,588
    Other
    $0
    Deferred
    $6,123
    Nontaxable benefits
    $1,681
    Filer's total
    $160,370

  • Dianne Davis

    VP WORKFORCE & WELLNESS

    Total calculated
    $181,908
    From this org
    $172,927
    From related orgs
    $0
    Other
    $8,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,931
    Bonus
    $8,996
    Other
    $0
    Deferred
    $6,114
    Nontaxable benefits
    $2,867
    Filer's total
    $181,908

  • Karen Schneider

    VICE PRESIDENT, DEVELOPMENT

    Total calculated
    $200,812
    From this org
    $192,873
    From related orgs
    $0
    Other
    $7,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,645
    Bonus
    $10,228
    Other
    $0
    Deferred
    $7,654
    Nontaxable benefits
    $285
    Filer's total
    $200,812

  • Russell Donahue

    VP MARKETING (THRU 6/28/24)

    Total calculated
    $174,911
    From this org
    $169,560
    From related orgs
    $0
    Other
    $5,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,191
    Bonus
    $7,369
    Other
    $0
    Deferred
    $4,965
    Nontaxable benefits
    $386
    Filer's total
    $174,911

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE ORGANIZATION HAS A NONQUALIFIED SUPPLEMENTAL DEFERRED COMPENSATION PLAN. THE PLAN AWARDS AMOUNTS TO THE CEO ANNUALLY BASED ON CERTAIN SPECIFIC AND DISCRETIONARY CRITERIA. THE AMOUNT PAID TO JUNE SIMMONS IN 2023 WAS $57,751.
PART I, LINE 7
PARTNERS IN CARE FOUNDATION USES A HR CONSULTANT TO REVIEW A BONUS PLAN AND IT IS THEN PRESENTED TO BOARD'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL.
FORM 990, PART VII, SECTION A, LINE 5:
THE ORGANIZATION'S CEO, W JUNE SIMMONS, IS PAID BY J&J EXECUTIVE SERVICES, INC. COMPENSATION PAID TO HER IS REPORTED ON SCHEDULE L.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CALIFORNIA HEALTH INNOVATION CENTER INC

    C · HOLDING COMPANY · CA · 100% owned

    Directly controlled by PARTNERS IN CARE FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531359349312688

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.