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Nonprofiteer
← PENINSULA HEALTHCARE CONNECTION INC

Form 990 for tax year 2022

Filed by PENINSULA HEALTHCARE CONNECTION INC.

Totals

Total revenue
$5,586,324
Total expenses
$5,418,839
Contributions and grants received
$5,505,803
Grants paid
$0
Program service revenue
$48,861
Investment income
$7,949
Other revenue
$23,711
Total assets, end of year
$2,683,560
Total liabilities, end of year
$700,833
Net assets or fund balances, end of year
$1,982,727
Program services expenses (Part IX)
$4,705,355
Management and general expenses
$511,449
Fundraising expenses
$202,035
Program service expenses (Part III)
$4,705,355

Program services were 86.8% 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.

  • 1e · Government grants (contributions)

    $3,133,428

  • 1f · All other contributions, gifts and grants

    $2,372,375

  • 2a · Program service revenue: CLINICAL FEES

    total $48,861 · related or exempt $48,861

  • 3 · Investment income

    total $7,949 · excluded $7,949

  • 11a · Other revenue: FEE FOR SERVICE

    total $23,711 · excluded $23,711

  • 11e · Other revenue, total

    $23,711

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $411,095 · program services $91,162 · management and general $241,534 · fundraising $78,399

  • 7 · Other salaries and wages

    total $3,279,768 · program services $3,193,298 · fundraising $86,470

  • 8 · Pension plan contributions

    total $84,420 · program services $84,420

  • 9 · Other employee benefits

    total $380,586 · program services $331,339 · management and general $35,670 · fundraising $13,577

  • 10 · Payroll taxes

    total $307,066 · program services $264,539 · management and general $28,297 · fundraising $14,230

  • 11c · Fees: accounting

    total $45,600 · program services $39,642 · management and general $5,958

  • 11g · Fees: other

    total $398,788 · program services $325,871 · management and general $69,717 · fundraising $3,200

  • 13 · Office expenses

    total $140,460 · program services $94,546 · management and general $42,457 · fundraising $3,457

  • 16 · Occupancy

    total $126,081 · program services $121,986 · management and general $4,095

  • 17 · Travel

    total $39,957 · program services $35,933 · management and general $4,024

  • 20 · Interest

    total $8,131 · program services $3,585 · management and general $4,546

  • 22 · Depreciation, depletion and amortization

    total $5,793 · management and general $5,793

  • 23 · Insurance

    total $34,485 · program services $18,156 · management and general $16,329

  • 24a · Other expenses: PROGRAM OUTREACH

    total $75,368 · program services $66,341 · management and general $9,027

  • 24b · Other expenses: SUPPLIES

    total $46,763 · program services $10,993 · management and general $35,770

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $34,478 · program services $23,544 · management and general $8,232 · fundraising $2,702

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $425,540 · end of year $350,173

  • 2 · Savings and temporary cash investments

    beginning of year $503,613 · end of year $231,238

  • 3 · Pledges and grants receivable

    beginning of year $415,868 · end of year $1,095,668

  • 4 · Accounts receivable

    beginning of year $488,084 · end of year $319,808

  • 7 · Other notes and loans receivable

    beginning of year $450,000 · end of year $375,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,336 · end of year $17,888

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

    $28,967

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

    $5,793

  • 10c · Land, buildings and equipment, net

    beginning of year $28,967 · end of year $23,174

  • 15 · Other assets

    beginning of year $5,880 · end of year $270,611

  • 17 · Accounts payable and accrued expenses

    beginning of year $507,046 · end of year $447,747

  • 25 · Other liabilities

    beginning of year $0 · end of year $253,086

  • 27 · Net assets without donor restrictions

    beginning of year $1,640,113 · end of year $1,539,184

  • 28 · Net assets with donor restrictions

    beginning of year $175,129 · end of year $443,543

Mission and programs · 2022

Mission

PENINSULA HEALTHCARE CONNECTION (PHC), A PALO ALTO BASED 501(C)(3) NONPROFIT ORGANIZATION, WAS FOUNDED IN 2005 AS A COLLABORATIVE VENTURE BETWEEN THE COMMUNITY WORKING GROUP, PALO ALTO MEDICAL FOUNDATION, AND STANFORD UNIVERSITY SCHOOL OF MEDICINE. FORMERLY KNOWN AS OPPORTUNITY HEALTH PARTNERS, PHC OPENED ITS MEDICAL CLINIC IN 2006 AT THE OPPORTUNITY CENTER IN PALO ALTO TO PROVIDE AFFORDABLE HEALTHCARE TO UNDERSERVED AND AT-RISK MEN AND WOMEN, PARTICULARLY INDIVIDUALS EXPERIENCING HOMELESSNESS. IN 2011, PHC BECAME A CALIFORNIA STATE LICENSED CLINIC, AND IN 2019 WAS OFFICIALLY DESIGNATED AS A FEDERALLY QUALIFIED HEALTH CENTER LOOKALIKE (FQHC-LAL). IN 2013, PHC PARTNERED WITH NEW DIRECTIONS, AN INTENSIVE CASE MANAGEMENT PROGRAM PREVIOUSLY OPERATED UNDER THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA, TO PROVIDE COMMUNITY-BASED, WRAPAROUND SERVICES TO INDIVIDUALS WITH COMPLEX MEDICAL AND PSYCHOSOCIAL NEEDS.

Activities or mission (Part I)

PENINSULA HEALTHCARE CONNECTION (PHC) PROMOTES INTEGRATED PRIMARY AND MENTAL HEALTHCARE AND INTENSIVE CASE MANAGEMENT FOR HOMELESS INDIVIDUALS OR THOSE AT RISK OF BECOMING HOMELESS IN SANTA CLARITA COUNTY, REGARDLESS OF THEIR ABILITY TO PAY.

  • NEW DIRECTIONS -THE NEW DIRECTIONS PROGRAM IS A COMMUNITY BASED, MEDICAL SOCIAL WORK, AND CASE MANAGEMENT PROGRAM OF PENINSULA HEALTHCARE CONNECTION FOR INDIVIDUALS WITH COMPLEX MEDICAL AND PSYCHOSOCIAL NEEDS, MANY OF WHOM ARE CHRONICALLY HOMELESS. OUR CASE MANAGEMENT MODEL AND "WHATEVER IT TAKES" PHILOSOPHY HAVE PROVEN TO BE EFFECTIVE IN REDUCING THE FREQUENCY OF EMERGENCY ROOM VISITS AND HOSPITAL ADMISSIONS, AND PROVIDING OVERALL IMPROVEMENT TO QUALITY OF LIFE FOR OUR CLIENTS. REFERRALS TO THE NEW DIRECTIONS PROGRAM COME DIRECTLY FROM PARTNER AGENCIES.

    Expenses $4,326,400

  • CLINICAL SERVICES -THE CLINICAL SERVICES PROGRAM IS STAFFED BY LICENSED MEDICAL PHYSICIANS WHO VOLUNTEER THEIR TIME OFFERING FREE PRIMARY, PREVENTATIVE, AND BEHAVIORAL HEALTHCARE TO HOMELESS ADULTS OR LOW-INCOME RESIDENTS WITHIN SANTA CLARA COUNTY AND SOUTH SAN MATEO COUNTY. PHC ALSO PROVIDES FOR THOSE WITH MEDI-CAL AND MEDICARE COVERAGE.PHC'S CLINICAL SERVICES OFFER THE FOLLOWING:- TREATMENT FOR COMMON PRIMARY CARE AND NON-EMERGENT MEDICAL CONDITIONS- PSYCHIATRIC SERVICE AVAILABLE FOR BEHAVIORAL CONDITIONS- SUBSTANCE USE TREATMENT, INCLUDING MEDICATION ASSISTED TREATMENT- COMMUNITY OUTREACH, INCLUDING BUT NOT LIMITED TO HEALTH EDUCATION, HARM REDUCTION RESOURCES, AND BASIC NEEDS DISTRIBUTION- TB TESTS, FLU SHOTS (SEASONAL), AND ADULT IMMUNIZATIONS- LIMITED SPECIALTY SERVICES; ASSISTANCE WITH SPECIALIST REFERRALS- GYNECOLOGY SERVICES, INCLUDING PAP AND PREGNANCY TESTING

    Expenses $378,955 · Revenue $48,861

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

Listed in Part VII

  • Dr Donald A Barr

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Paul Taylor

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Dona Tversky Mdmph

    BOARD TREASURER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Steve Emisle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melinda Golden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Keamy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Lenoir

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lars Osterberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eileen Richardson

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $280,000
    From this org
    $120,013
    From related orgs
    $134,363
    Other
    $25,624
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $120,013 + $134,363 related
    Bonus
    $0
    Other
    $0
    Deferred
    $6,988 + $7,223 related
    Nontaxable benefits
    $398 + $11,015 related
    Filer's total
    $127,399 + $152,601 related

  • Elfreda Strydom

    CHIEF OPERATING OFFICER

    Total calculated
    $245,487
    From this org
    $104,239
    From related orgs
    $116,194
    Other
    $25,054
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $104,239 + $116,194 related
    Bonus
    $0
    Other
    $0
    Deferred
    $6,643 + $6,972 related
    Nontaxable benefits
    $1,345 + $10,094 related
    Filer's total
    $112,227 + $133,260 related

  • Heather Boddie-Russo LCSW

    PROGRAM DIRECTOR

    Total calculated
    $149,237
    From this org
    $133,269
    From related orgs
    $0
    Other
    $15,968
    Hours/week
    40

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 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

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

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.

  • DOWNTOWN STREETS INC

    501(C)(3) · END HOMELESSNESS BY RESTORING HUMAN DIGNITY AND REBUILDING LIVES · CA

    Directly controlled by NONE

Provenance

Return type
form_990
Tax year
2022
Filed
22 December 2023
IRS schema version
2022v5.0
Source object
202430179349300348

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