Totals
- Total revenue
- $22,137,672
- Total expenses
- $25,574,351
- Contributions and grants received
- $9,535,053
- Grants paid
- $398,997
- Program service revenue
- $12,423,664
- Investment income
- $173,130
- Other revenue
- $5,825
- Total assets, end of year
- $27,474,521
- Total liabilities, end of year
- $18,966,618
- Net assets or fund balances, end of year
- $8,507,903
- Program services expenses (Part IX)
- $20,376,866
- Management and general expenses
- $4,125,036
- Fundraising expenses
- $1,072,449
- Program service expenses (Part III)
- $20,376,866
Program services were 79.7% 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
$139,707
-
1e · Government grants (contributions)
$3,473,045
-
1f · All other contributions, gifts and grants
$5,922,301
-
1g · Noncash contributions included above
$2,010,077
-
2a · Program service revenue: CLINIC REVENUE
total $11,783,829 · related or exempt $11,783,829
-
2b · Program service revenue: PHARMACY
total $476,770 · related or exempt $476,770
-
2c · Program service revenue: OTHER PROGRAM REVENUE
total $163,065 · related or exempt $163,065
-
3 · Investment income
total $122,783 · excluded $122,783
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $5,357,201
-
7b · Less cost or other basis and sales expenses
securities $5,306,854
-
7c · Gain or loss
securities $50,347
-
7d · Net gain or loss
total $50,347 · excluded $50,347
-
8a · Fundraising events: gross income
$33,693
-
8a · Fundraising events: contributions included on line 1c
$139,707
-
8b · Fundraising events: direct expenses
$33,693
-
8c · Net income from fundraising events
total $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $5,825 · related or exempt $5,825
-
11e · Other revenue, total
$5,825
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $398,997 · program services $398,997
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,782,672 · program services $74,555 · management and general $1,508,160 · fundraising $199,957
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $10,565,897 · program services $10,165,367 · management and general $142,610 · fundraising $257,920
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $1,510,990 · program services $1,244,537 · management and general $209,760 · fundraising $56,693
-
10 · Payroll taxes
total $875,543 · program services $721,147 · management and general $121,545 · fundraising $32,851
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $94,152 · management and general $94,152
-
11c · Fees: accounting
total $72,260 · management and general $72,260
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $5,536 · management and general $5,536
-
11g · Fees: other
total $2,407,690 · program services $1,442,112 · management and general $719,162 · fundraising $246,416
-
12 · Advertising and promotion
total $32,378 · program services $5,681 · management and general $20,885 · fundraising $5,812
-
13 · Office expenses
total $536,222 · program services $255,649 · management and general $199,154 · fundraising $81,419
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,990,116 · program services $1,424,522 · management and general $466,554 · fundraising $99,040
-
17 · Travel
total $85,406 · program services $41,947 · management and general $41,254 · fundraising $2,205
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $648,518 · program services $635,654 · management and general $12,733 · fundraising $131
-
23 · Insurance
total $210,503 · program services $121,942 · management and general $86,209 · fundraising $2,352
-
24a · Other expenses: IN-KIND EXPENSES
total $2,010,077 · program services $2,010,077
-
24b · Other expenses: PHARMACEUTICALS & SUPPLIES
total $904,405 · program services $903,704 · management and general $591 · fundraising $110
-
24c · Other expenses: PROPERTY & EQUIPTMENT REPAIR
total $462,398 · program services $318,163 · management and general $127,088 · fundraising $17,147
-
24d · Other expenses: EHR HOSTING
total $357,616 · program services $357,616
-
24e · All other expenses
total $622,975 · program services $255,196 · management and general $297,383 · fundraising $70,396
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $260,348 · end of year $259,878
-
2 · Savings and temporary cash investments
beginning of year $907,648 · end of year $1,021,737
-
3 · Pledges and grants receivable
beginning of year $958,801 · end of year $647,825
-
4 · Accounts receivable
beginning of year $815,968 · end of year $1,138,063
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $75,000 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $381,087 · end of year $196,652
-
10a · Land, buildings and equipment: cost or other basis
$12,926,928
-
10b · Land, buildings and equipment: accumulated depreciation
$6,573,781
-
10c · Land, buildings and equipment, net
beginning of year $3,723,763 · end of year $6,353,147
-
11 · Investments: publicly traded securities
beginning of year $6,945,527 · end of year $1,766,162
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $3,916,545 · end of year $16,091,057
-
17 · Accounts payable and accrued expenses
beginning of year $3,167,568 · end of year $2,474,140
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $534,545 · end of year $527,199
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $2,465,481 · end of year $15,965,279
-
27 · Net assets without donor restrictions
beginning of year $10,797,492 · end of year $7,450,978
-
28 · Net assets with donor restrictions
beginning of year $1,019,601 · end of year $1,056,925
Mission and programs · 2023
Mission
WE ARE SERVANTS WHO PROVIDE CARE AND ASSISTANCE TO THOSE IN NEED AND ACT AS ADVOCATES FOR SYSTEMIC CHANGE.
Activities or mission (Part I)
WE ARE SERVANTS WHO PROVIDE CARE AND ASSISTANCE TO THOSE IN NEED AND ACT AS ADVOCATES FOR CHANGE.
-
CLINICS: ANNUALLY SOS PROVIDES CARE TO APPROXIMATELY 12,000 UNDUPLICATED PATIENTS ACCOUNTING FOR OVER 38,200 PATIENT VISITS. SOS PROVIDES COMPREHENSIVE HEALTHCARE INCLUDING A FULL PROGRAM OF PRIMARY, SPECIALTY, SUB-SPECIALTY, DENTAL, INTEGRATED BEHAVIORAL HEALTH AND COMPLEMENTS ITS OUTPATIENT CARE WITH HOSPITALIST INPATIENT FOLLOW-UPS, TREATMENT ADHERENCE EDUCATION, CLINICAL CASE MANAGEMENT, DISEASE MANAGEMENT, COUNSELING, EDUCATION, AND TESTING. SOS OFFERS ONSITE LAB, NUTRITION AND DISPENSARY SERVICES COMPREHENSIVE QUALITY HEALTHCARE IS PROVIDED AT THREE CLINICAL SITES LOCATED IN COSTA MESA, SANTA ANA, AND LAKE FOREST. SOS IS DESIGNATED AS A FRIENDLY QUALIFIED HEALTH CENTER (FQHC). FQHSA ARE COMMUNITY BASED HEALTH CENTERS THAT PROVIDE HIGH QUALITY, COMPREHENSIVE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES TO THE ORANGE COUNTY COMMUNITY. THE CLINIC ALSO SECURED DESIGNATION AS HEALTH CARE FOR THE HOMELESS ("HCH") PROGRAM, SECTION 330(H) OF THE PUBLIC HEALTH SERVICE ACT. THE PURPOSE OF THE HCH IS TO IMPROVE THE STATUS AND OUTCOME OF CARE FOR HOMELESS INDIVIDUALS AND FAMILIES BY IMPROVING ACCESS TO PRIMARY CARE AND SUBSTANCE ABUSE SERVICES.
Expenses $16,390,804 · Revenue $12,423,664
-
SOCIAL SERVICES: PROVIDES BOTH CLINICAL AND SOCIAL CASE MANAGEMENT, EMERGENCY FINANCIAL AID, FOOD, LEGAL AID, HOMELESS OUTREACH PROGRAMS, RESOURCE AND LINKAGE TO BENEFIT ENROLLMENT, AND SEASONAL SUPPORT PROGRAMS. PROGRAMS SERVE ALL OF ORANGE COUNTY WITH 75% IN SANTA ANA AND COSTA MESA. RESIDENTS SEEKING SERVICES INCLUDE THE CHRONICALLY DISADVANTAGED AND THOSE ACCESSING SUPPORTIVE SERVICES FOR THE FIRST TIME, CASUALTIES OF THE DEVASTATING RECESSION. SOS'S TARGET POPULATION IS ETHNICALLY DIVERSE AND LIVES AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL; THE HOMELESS, SENIORS ON FIXED INCOMES, THE DISABLED, AND THOSE WITH MENTAL ILLNESS ARE A SIGNIFICANT PORTION OF THE POPULATION SERVED. SOCIAL SERVICES ANNUALLY SERVES OVER 100,000 ORANGE COUNTY RESIDENTS.
Expenses $3,986,062 · Grants $398,997
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Christy E WardCHRISTY E WARD
CHIEF EXECUTIVE OFFICER
- Total calculated
- $404,156
- From this org
- $381,155
- From related orgs
- $0
- Other
- $23,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $381,155
- Bonus
- $0
- Other
- $0
- Deferred
- $15,294
- Nontaxable benefits
- $7,707
- Filer's total
- $404,156
-
Teresa FloresTERESA FLORES
MEDICAL DIRECTOR
- Total calculated
- $274,565
- From this org
- $243,931
- From related orgs
- $0
- Other
- $30,634
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,931
- Bonus
- $0
- Other
- $0
- Deferred
- $10,492
- Nontaxable benefits
- $20,142
- Filer's total
- $274,565
-
Jila NikkhahJILA NIKKHAH
DENTAL DIRECTOR
- Total calculated
- $260,824
- From this org
- $239,818
- From related orgs
- $0
- Other
- $21,006
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,818
- Bonus
- $0
- Other
- $0
- Deferred
- $9,816
- Nontaxable benefits
- $11,190
- Filer's total
- $260,824
-
Nazanin SanaeiNAZANIN SANAEI
LEAD PHYSICIAN
- Total calculated
- $245,784
- From this org
- $225,642
- From related orgs
- $0
- Other
- $20,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,642
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $20,142
- Filer's total
- $245,784
-
CHERYL A THOMAS Term 1023
MEDICAL DIRECTOR
- Total calculated
- $227,616
- From this org
- $220,641
- From related orgs
- $0
- Other
- $6,975
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,641
- Bonus
- $0
- Other
- $0
- Deferred
- $3,974
- Nontaxable benefits
- $3,001
- Filer's total
- $227,616
-
Antigone GonisANTIGONE GONIS
PHYSICIAN
- Total calculated
- $224,038
- From this org
- $215,173
- From related orgs
- $0
- Other
- $8,865
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,173
- Bonus
- $0
- Other
- $0
- Deferred
- $8,865
- Nontaxable benefits
- $0
- Filer's total
- $224,038
-
Duc T VuDUC T VU
DENTIST
- Total calculated
- $222,901
- From this org
- $199,781
- From related orgs
- $0
- Other
- $23,120
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,781
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $23,120
- Filer's total
- $222,901
-
Kimberly R SharpKIMBERLY R SHARP
CHIEF WORKFORCE OFFICER
- Total calculated
- $210,560
- From this org
- $191,187
- From related orgs
- $0
- Other
- $19,373
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,187
- Bonus
- $0
- Other
- $0
- Deferred
- $8,183
- Nontaxable benefits
- $11,190
- Filer's total
- $210,560
-
Rudy RamosRUDY RAMOS
CHIEF OPERATIONS OFFICER
- Total calculated
- $196,967
- From this org
- $166,600
- From related orgs
- $0
- Other
- $30,367
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,600
- Bonus
- $0
- Other
- $0
- Deferred
- $7,247
- Nontaxable benefits
- $23,120
- Filer's total
- $196,967
-
Ilona ArtemovILONA ARTEMOV
CHIEF FINANCIAL OFFICER
- Total calculated
- $192,899
- From this org
- $175,945
- From related orgs
- $0
- Other
- $16,954
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,945
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $16,954
- Filer's total
- $192,899
-
Nicole E MachadoNICOLE E MACHADO
CHIEF COMPLIANCE OFFICER
- Total calculated
- $172,197
- From this org
- $165,364
- From related orgs
- $0
- Other
- $6,833
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,364
- Bonus
- $0
- Other
- $0
- Deferred
- $6,833
- Nontaxable benefits
- $0
- Filer's total
- $172,197
-
Joseph M Komsky Term 0624JOSEPH M KOMSKY TERM 0624
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $126,608
- From this org
- $105,415
- From related orgs
- $0
- Other
- $21,193
- Hours/week
- 40
-
DANA GER From 0224
CHIEF MEDICAL OFFICER
- Total calculated
- $7,368
- From this org
- $0
- From related orgs
- $0
- Other
- $7,368
- Hours/week
- 40
-
Will Klatte IIIWILL KLATTE III
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Marc HarperMARC HARPER
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Susan Baerg-EpsteinSUSAN BAERG-EPSTEIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
John YooJOHN YOO
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Gracita LyerGRACITA LYER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David SnowDAVID SNOW
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rosario GaleasROSARIO GALEAS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Daniel CortesDANIEL CORTES
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Allyson Brooks MDALLYSON BROOKS MD
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Anna SoltANNA SOLT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Martha RiveraMARTHA RIVERA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dr Gwyn P ParryDR GWYN P PARRY
CHAIRMAN EMERITUS
- Total calculated
- $0
- Hours/week
- 2
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 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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)
- FORM 990, PART I, LINE 7:
- BONUS AMOUNTS ARE DETERMINED BY PERFORMANCE AS DIRECTED BY THE CEO AND EMPLOYMENT CONTRACT.
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.
-
THE SHARE OUR SELVES FOUNDATION
501(C)(3) · SUPPORT SOS · CA · controlled entity
Directly controlled by SHARE OUR SE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349303056
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.