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Nonprofiteer
← HEALTHCARE IN ACTION INC

Form 990 for tax year 2022

Filed by HEALTHCARE IN ACTION INC.

Totals

Total revenue
$5,990,251
Total expenses
$4,528,264
Contributions and grants received
$4,922,412
Grants paid
$1,653,000
Program service revenue
$1,085,844
Investment income
-$18,005
Other revenue
$0
Total assets, end of year
$2,455,745
Total liabilities, end of year
$196,627
Net assets or fund balances, end of year
$2,259,118
Program services expenses (Part IX)
$3,956,410
Management and general expenses
$571,854
Fundraising expenses
$0
Program service expenses (Part III)
$3,956,410

Program services were 87.4% 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.

  • 1d · Related organizations

    $3,300,000

  • 1e · Government grants (contributions)

    $500,000

  • 1f · All other contributions, gifts and grants

    $1,122,412

  • 1g · Noncash contributions included above

    $475,387

  • 2a · Program service revenue: HEALTHCARE RELATED REV

    total $721,876 · related or exempt $721,876

  • 2b · Program service revenue: MANAGEMENT FEE REVENUE

    total $363,968 · related or exempt $363,968

  • 7a · Gross sales of assets other than inventory

    securities $457,382

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

    securities $475,387

  • 7c · Gain or loss

    securities -$18,005

  • 7d · Net gain or loss

    total -$18,005 · excluded -$18,005

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,650,000 · program services $1,650,000

  • 2 · Grants to domestic individuals

    total $3,000 · program services $3,000

  • 5 · Compensation of officers, directors and key employees

    total $674,022 · program services $539,218 · management and general $134,804

  • 7 · Other salaries and wages

    total $528,804 · program services $423,043 · management and general $105,761

  • 8 · Pension plan contributions

    total $24,577 · program services $19,662 · management and general $4,915

  • 9 · Other employee benefits

    total $264,309 · program services $211,447 · management and general $52,862

  • 10 · Payroll taxes

    total $92,540 · program services $74,032 · management and general $18,508

  • 11b · Fees: legal

    total $142,331 · program services $113,865 · management and general $28,466

  • 11c · Fees: accounting

    total $35,068 · program services $28,054 · management and general $7,014

  • 11g · Fees: other

    total $401,317 · program services $324,253 · management and general $77,064

  • 12 · Advertising and promotion

    total $9,364 · program services $7,491 · management and general $1,873

  • 13 · Office expenses

    total $59,511 · program services $47,609 · management and general $11,902

  • 14 · Information technology

    total $368,849 · program services $295,079 · management and general $73,770

  • 16 · Occupancy

    total $10,779 · program services $8,623 · management and general $2,156

  • 17 · Travel

    total $103,060 · program services $82,448 · management and general $20,612

  • 19 · Conferences, conventions and meetings

    total $1,366 · program services $1,093 · management and general $273

  • 22 · Depreciation, depletion and amortization

    total $61,166 · program services $48,933 · management and general $12,233

  • 23 · Insurance

    total $61,301 · program services $49,041 · management and general $12,260

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $30,968 · program services $24,774 · management and general $6,194

  • 24b · Other expenses: OTHER EXPENSES

    total $5,732 · program services $4,585 · management and general $1,147

  • 24c · Other expenses: FEDERAL, STATE, COUNTY

    total $200 · program services $160 · management and general $40

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,433,623 · end of year $688,557

  • 4 · Accounts receivable

    beginning of year $79,686 · end of year $1,344,253

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,484 · end of year $1,963

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

    $488,076

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

    $67,104

  • 10c · Land, buildings and equipment, net

    beginning of year $112,828 · end of year $420,972

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,221,490 · end of year $196,627

  • 19 · Deferred revenue

    beginning of year $610,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $797,131 · end of year $2,259,118

Mission and programs · 2022

Mission

TO SERVE PATIENTS EXPERIENCING HOMELESSNESS THROUGH AN INNOVATIVE "STREET MEDICINE" APPROACH BY CONTRACTING WITH MEDICARE AND MEDICAID HEALTH PLANS AS WELL AS HOSPITALS AND HEALTH SYSTEMS.

Activities or mission (Part I)

WE PROVIDE HEALTHCARE FOR PATIENTS EXPERIENCING HOMELESSNESS, OLDER ADULTS, (SEE SCHEDULE O) AND OTHER VULNERABLE INDIVIDUALS WHO ARE EXPERIENCING HOMELESSNESS. WE SERVE PATIENTS EXPERIENCING HOMELESSNESS THROUGH AN INNOVATIVE "STREET MEDICINE" APPROACH BY CONTRACTING WITH MEDICARE AND MEDICAID HEALTH PLANS AS WELL AS HOSPITALS AND HEALTH SYSTEMS.

  • HEALTHCARE IN ACTION (HIA) PROVIDES MEDICAL, BEHAVIORAL HEALTH, ADDICTION, AND CASE MANAGEMENT SERVICES TO UNHOUSED RESIDENTS IN CALIFORNIA. HIA WAS ESTABLISHED IN 2021 AND HAS BEEN SERVING MEDICAID MANAGED CARE MEMBERS AS A MEDICAL SERVICES PROVIDER, AS WELL AS AN ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORT SERVICES PROVIDER, SINCE JANUARY OF 2022. ONE OF THE UNIQUE FEATURES OF HIA IS ITS MOBILE HEALTH SERVICES, WHICH TRAVELS TO DIFFERENT LOCATIONS IN THE COMMUNITIES TO PROVIDE HEALTHCARE SERVICES TO HOMELESS INDIVIDUALS WHERE THEY RESIDE. THE MOBILE CLINIC IS STAFFED BY HEALTHCARE PROFESSIONALS, INCLUDING MEDICAL PROVIDERS, NURSES, COMMUNITY HEALTH WORKERS, AND SOCIAL WORKERS, WHO PROVIDE CARE TO INDIVIDUALS IN NEED. THE OVERARCHING GOALS OF HIA INCLUDE IMPROVING THE HEALTH OF UNHOUSED (SEE SCHEDULE O) POPULATIONS AS WELL AS HELPING THEM OBTAIN SUSTAINABLE HOUSING.HEALTHCARE IN ACTION IS DIVIDED INTO TWO SERVICE LINES: ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORTS, WHICH INCLUDES ALL UNLICENSED SERVICES AIMED AT ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH FOR HIA PATIENTS. THESE SERVICES INCLUDE CARE COORDINATION, HOUSING NAVIGATION, TRANSPORTATION, AND SUPPORT WHICH ADDRESS OBTAINING OTHER HEALTH-RELATED SOCIAL SERVICES SUCH AS SUBSIDIZED FOOD, DISABILITY, AND OTHER PUBLIC PROGRAMS. THESE SERVICES ARE LARGELY FUNDED THROUGH CONTRACTS WITH MEDICAID MANAGED CARE PLANS, SUPPORTED BY CALIFORNIA'S CALAIM PROGRAM. HIA'S UNLICENSED CASE MANAGEMENT PROVIDERS ARE EMPLOYED BY HEALTHCARE IN ACTION INC., A 501(C)(3) NON-PROFIT ORGANIZATION THAT IS A FULLY OWNED SUBSIDIARY OF THE SCAN GROUP. MEDICAL SERVICES, WHICH INCLUDES: GENERAL MEDICAL CARE, BEHAVIORAL HEALTH SERVICES, AND ADDICTION TREATMENT, PROVIDED BY LICENSED MEDICAL PROVIDERS. THESE SERVICES ARE SUPPORTED THROUGH A MIX OF PHILANTHROPIC FUNDING, MEDICAL SERVICE CONTRACTS WITH MEDICAID MANAGED CARE PLANS, AND DIRECT SERVICE CONTRACTS WITH A VARIETY OF HOSPITALS AND MUNICIPALITIES. HIA'S LICENSED MEDICAL PROVIDERS ARE EMPLOYED BY HEALTHCARE IN ACTION MEDICAL GROUP, A CALIFORNIA PROFESSIONAL MEDICAL CORPORATION OWNED BY HIA PHYSICIANS. IN 2022, SCAN HEALTH PLAN GRANTED HEALTHCARE IN ACTION, INC A $1,650,000 OPERATING GRANT TO SUPPORT THE START- UP COSTS TO DELIVER THE "STREET MEDICINE" MODEL OF CARE. HEALTHCARE IN ACTION, INC PROVIDED MENTAL HEALTH TRAINING TO ITS STAFF THROUGH VOLUNTEER MEDICAL PROFESSIONALS BY PAYING $3,000 IN HONORARIUMS AS A THANK YOU FOR THEIR SUPPORT.

    Expenses $3,956,410 · Grants $1,653,000 · Revenue $1,085,844

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jain MD Sachin H

    DIRECTOR

    Total calculated
    $5,026,194
    From this org
    $0
    From related orgs
    $3,006,034
    Other
    $2,020,160
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,619 related
    Bonus
    $0 + $2,022,492 related
    Other
    $0 + $6,923 related
    Deferred
    $0 + $2,006,845 related
    Nontaxable benefits
    $0 + $13,315 related
    Filer's total
    $0 + $5,026,194 related

  • Plumb Michael

    DIRECTOR

    Total calculated
    $1,561,781
    From this org
    $0
    From related orgs
    $943,395
    Other
    $618,386
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,761 related
    Bonus
    $0 + $424,202 related
    Other
    $0 + $22,432 related
    Deferred
    $0 + $590,423 related
    Nontaxable benefits
    $0 + $27,963 related
    Filer's total
    $0 + $1,561,781 related

  • Batra Romilla A

    DIRECTOR

    Total calculated
    $1,282,933
    From this org
    $0
    From related orgs
    $822,330
    Other
    $460,603
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $468,377 related
    Bonus
    $0 + $331,521 related
    Other
    $0 + $22,432 related
    Deferred
    $0 + $450,763 related
    Nontaxable benefits
    $0 + $9,840 related
    Filer's total
    $0 + $1,282,933 related

  • Hochman Michael

    PRESIDENT & CEO

    Total calculated
    $549,689
    From this org
    $225,178
    From related orgs
    $199,264
    Other
    $125,247
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $209,752 + $138,014 related
    Bonus
    $15,141 + $61,250 related
    Other
    $285
    Deferred
    $125,247
    Nontaxable benefits
    $0
    Filer's total
    $350,425 + $199,264 related

  • Kappel Kevin M

    COO (END 5/2022) & TREASURER

    Total calculated
    $409,837
    From this org
    $147,420
    From related orgs
    $166,041
    Other
    $96,376
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $90,597 + $157,981 related
    Bonus
    $56,823
    Other
    $0 + $8,060 related
    Deferred
    $72,913
    Nontaxable benefits
    $4,731 + $18,732 related
    Filer's total
    $225,064 + $184,773 related

  • Kroeker Kevin B

    SECRETARY

    Total calculated
    $1,311,056
    From this org
    $0
    From related orgs
    $785,900
    Other
    $525,156
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,406 related
    Bonus
    $0 + $189,337 related
    Other
    $0 + $77,157 related
    Deferred
    $0 + $498,755 related
    Nontaxable benefits
    $0 + $26,401 related
    Filer's total
    $0 + $1,311,056 related

  • Solares Jessica Beg 12022

    DIRECTOR CLINICAL OPERATIONS

    Total calculated
    $201,980
    From this org
    $163,451
    From related orgs
    $6,154
    Other
    $32,375
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $153,847 + $6,154 related
    Bonus
    $9,586
    Other
    $18
    Deferred
    $32,079
    Nontaxable benefits
    $296
    Filer's total
    $195,826 + $6,154 related

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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR MICHAEL HOCHMAN (CHIEF EXECUTIVE OFFICER AND PRESIDENT- HEALTHCARE IN ACTION, INC) WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY HEALTHCARE IN ACTION, INC. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE PRESIDENT'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE SCAN GROUP COMPENSATION COMMITTEE WITHIN THE AGREED TO PARAMATERS SET BY THE SCAN GROUP BOARD OF DIRECTORS
PART I, LINE 4B
SCAN GROUP AND SCAN HEALTH PLAN PROVIDE A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR CONTRIBUTIONS MADE ON OR AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR THE FOLLOWING LISTED PERSONS IN PART VII: KEVIN KROEKER - $ 51,114 DEFERRED COMPENSATION FOR 2022, REPORTED ON SCHEDULE J, PART II, COLUMN B AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS ARE SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED THE PLAN DOCUMENTS. BASED ON THESE VESTING TERMS THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT THE EMPLOYER AND EMPLOYEE CONTRIBUTE TO, UP TO THE SCAN GROUP AND SCAN HEALTH PLAN'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS. 4) SCAN GROUP, SCAN HEALTH PLAN AND HEALTHCARE IN ACTION, INC., PROVIDE AN INCENTIVE PLAN TO EMPLOYEES WITH VARYING TARGET PAYOUTS BASED ON LEVEL. THE INCENTIVE PLAN IS BASED ON ORGANIZATION AND INDIVIDUAL PERFORMANCE METRICS. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR.

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

  • HEALTHCARE IN ACTION MEDICAL GROUP

    $1,650,000

    TO SUPPORT OPERATIONS OF HEALTHCARE IN ACTION MEDICAL GROUP.

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.

  • SCAN HEALTHCHECK ASSESSMENT CENTERS INC

    C · HEALTHCARE · CA · controlled entity

  • ALIVE VENTURES INC

    C · VENTURE STUDIO · CA · controlled entity

  • HEALTHCARE IN ACTION MEDICAL GROUP

    C · HEALTHCARE · CA · controlled entity

  • PROSPER SERVICES LLC

    C · HEALTHCARE · CA · controlled entity

  • SCAN CALIFORNIA MANAGEMENT COMPANY

    C · MANAGEMENT · CA · controlled entity

  • WELCOME HEALTH INC

    C · HEALTHCARE · CA · controlled entity

  • WELCOME HEALTH MEDICAL GROUP

    C · HEALTHCARE · CA · controlled entity

  • WELCOME HEALTH OF CALIFORNIA INC

    C · HEALTHCARE · CA · controlled entity

  • PREVENT TRG HOLDINGS INC

    C · HEALTHCARE · CA · controlled entity

  • THE RESIDENTIALIST GROUP INC

    C · HEALTHCARE · CA · controlled entity

  • HOUSECALLS DOCTORS MEDICAL GROUP INC

    C · HEALTHCARE · CA · controlled entity

  • RESIDENTIALIST HOUSECALL MEDICAL GROUP PC

    C · HEALTHCARE · PA · controlled entity

  • MYPLACE GREATER LA PACE INC

    C · HEALTHCARE · CA · controlled entity

  • MYPLACE SOUTH LA PACE INC

    C · HEALTHCARE · CA · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349318459

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