Totals
- Total revenue
- $4,288,307
- Total expenses
- $1,338,564
- Contributions and grants received
- $4,288,307
- Grants paid
- $201,322
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $53,375,634
- Total liabilities, end of year
- $201,322
- Net assets or fund balances, end of year
- $53,174,312
- Program services expenses (Part IX)
- $1,333,675
- Management and general expenses
- $4,889
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,333,675
Program services were 99.6% 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.
-
1f · All other contributions, gifts and grants
$4,288,307
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $201,322 · program services $201,322
-
13 · Office expenses
total $4,889 · management and general $4,889
-
24a · Other expenses: PROGRAM ACTIVITIES
total $1,132,353 · program services $1,132,353
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $12,175 · end of year $2,845,506
-
15 · Other assets
beginning of year $50,212,394 · end of year $50,530,128
-
25 · Other liabilities
beginning of year $0 · end of year $201,322
-
28 · Net assets with donor restrictions
beginning of year $50,224,569 · end of year $53,174,312
Mission and programs · 2022
Mission
TO SUPPORT THE ACTIVITIES AND PURPOSES OF ALTAMED HEALTH SERVICES CORPORATION, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION "AHSC", A SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
Activities or mission (Part I)
ALTAMED FOUNDATION'S MISSION IS TO SUPPORT ALTAMED HEALTH SERVICES CORP. IN ITS MISSION TO INCREASE ACCESS TO COMPREHENSIVE HEALTH & HUMAN SERVICES AND REDUCE HEALTH CARE DISPARITIES IN THE COMMUNITIES OF SOUTHERN CALIFORNIA.
-
ALTAMED HEALTH SERVICES CORPORATIONTHE ALTAMED FOUNDATION KEEPS FAMILIES HEALTHY AND HAPPY THROUGH PRIMARY CARE PRACTICES, SUCH AS RESTORING AND IMPROVING RATES OF BASIC SCREENINGS AND CHRONIC DISEASE MANAGEMENT AND PROGRAMS THAT TARGET THE UNIQUE NEEDS OF WOMEN AND CHILDREN. THIS PROGRAM PROVIDED:- OVER 300 UNINSURED WOMEN WITH MAMMOGRAMS;- OVER 3,400 PEDIATRIC PATIENTS WITH BOOKS;- CARE PACKAGES AND GROUP THERAPY TO 12 CHILDREN, HEALING FROM EXTREME TRAUMA;- TWO (2) NEW DENTAL CHAIRS FOR ONE CLINIC TO SERVE AT LEAST 2,700 PATIENTS ANNUALLY
Expenses $751,217
-
PROGRAMS PILLARTHE ALTAMED FOUNDATION CHAMPIONS INNOVATIVE AND SUCCESSFUL PROGRAMS THAT MAKE A LASTING IMPACT ON OUR PATIENTS OUTSIDE OUR CLINICS. WITH THE HELP OF PHILANTHROPIC LEADERS, NEW AND EXPANDED INITIATIVES CAN RESPOND TO THE EVOLVING NEEDS OF OUR PATIENTS. IN 2022, WE EMPOWERED 397 HIGH SCHOOL STUDENTS AT 7 LOCAL HIGH SCHOOLS WITH LIFE SKILLS TRAINING, COLLEGE AND CAREER PREPARATION.
Expenses $341,396
-
LIFE PILLARTHE ALTAMED FOUNDATION HELPS OUR PATIENTS WITH THE EMERGENCIES AND CRISES THAT THREATEN TO DESTABLIZE FAMILIES. OUR COMMUNITIES CARE FUND PROVIDES MICRO-CASH GRANTS TO PATIENTS WITH EMERGENCY NEEDS. IN 2022, WE PROVIDED 388 PATIENTS WITH IMMEDIATE FINANCIAL ASSISTANCE, WITH AN AVERAGE GIFT OF $310.
Expenses $201,322 · Grants $201,322
-
EQUITY PILLARTHE ALTAMED FOUNDATION ACHIEVES GOOD HEALTH BEYOND THE CARE OUR PATIENTS RECEIVE IN OUR HEALTH CENTERS, AND ADDRESSES DISPARITIES IN ACCESS TO CARE. WHEN PATIENTS ARE SUPPORTED BY DOCTORS AND NURSES WHO UNDERSTAND THEM, AS WELL AS HAVE ACCESS TO HEALTHY FOOD, A ROOF OVER THE HEADS, A LIVING WAGE, AND A PLACE TO TURN TO WHEN IN NEED, THEY AND THEIR COMMUNITIES CAN FLOURISH. THESE FUNDS WERE ALLOCATED TO OUR CIVIC ENGAGEMENT EFFORTS, AND WERE PART OF A MULTI-MILLION DOLLAR CAMPAIGN THAT DROVE OVER 3MM COMMUNITY MEMBERS REACHED WITH COVID-19 VACCINE MESSAGING AND OVER 2,000 VACCINE APPOINTMENTS WERE MADE.
Expenses $39,740
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Raul AnayaRAUL ANAYA
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Julieann K CoyneJULIEANN K COYNE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bertha AguirreBERTHA AGUIRRE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jacky DilferJACKY DILFER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Avo AshkharikianAVO ASHKHARIKIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jack Cline JrJACK CLINE JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Phil CohenPHIL COHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Vincent CortesVINCENT CORTES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Hon William De La Pena MDHON WILLIAM DE LA PENA MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Castulo De La Rocha JDCASTULO DE LA ROCHA JD
BOARD MEMBER
- Total calculated
- $1,447,586
- From this org
- $0
- From related orgs
- $1,404,966
- Other
- $42,620
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $966,678 related
- Bonus
- $0 + $388,627 related
- Other
- $0 + $49,661 related
- Deferred
- $0 + $27,000 related
- Nontaxable benefits
- $0 + $15,620 related
- Filer's total
- $0 + $1,447,586 related
-
John EkJOHN EK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Fred FloresFRED FLORES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patricia GlaserPATRICIA GLASER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard GomezRICHARD GOMEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Henry HernandezHENRY HERNANDEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Henry Holguin EsqHENRY HOLGUIN ESQ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Celia HuberCELIA HUBER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David Lizarraga LhdDAVID LIZARRAGA LHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Fidencio MaresFIDENCIO MARES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bruce PanskyBRUCE PANSKY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lorena PlascenciaLORENA PLASCENCIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Duane SaikamiDUANE SAIKAMI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hon Teresa Sanchez-GordonHON TERESA SANCHEZ-GORDON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hon Antonio VillaraigosaHON ANTONIO VILLARAIGOSA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff WeissJEFF WEISS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Zoila D Escobar EdDZOILA D ESCOBAR EDD
PRESIDENT
- Total calculated
- $728,885
- From this org
- $0
- From related orgs
- $686,265
- Other
- $42,620
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $517,350 related
- Bonus
- $0 + $145,785 related
- Other
- $0 + $23,130 related
- Deferred
- $0 + $27,000 related
- Nontaxable benefits
- $0 + $15,620 related
- Filer's total
- $0 + $728,885 related
-
Haig YouredjianHAIG YOUREDJIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jose U EsparzaJOSE U ESPARZA
CFO
- Total calculated
- $730,072
- From this org
- $0
- From related orgs
- $673,963
- Other
- $56,109
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $502,845 related
- Bonus
- $0 + $132,506 related
- Other
- $0 + $38,612 related
- Deferred
- $0 + $47,500 related
- Nontaxable benefits
- $0 + $8,609 related
- Filer's total
- $0 + $730,072 related
-
Marcos GonzalezMARCOS GONZALEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alejandra VelazquezALEJANDRA VELAZQUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
None.
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
The filer's explanations (Part III)
- PART I LINE 3
- THE ORGANIZATION'S PRESIDENT IS COMPENSATED BY A RELATED ORGANIZATION, ALTAMED HEALTH SERVICES CORP. (AHSC), WHERE SHE SERVES AS THE CHIEF ADMIN OFFICER. AHSC'S BOARD HAS A PROCESS FOR REVIEWING AND APPROVING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ON A REGULAR BASIS TO DETERMINE IT IS FAIR AND REASONABLE WITH THE GOAL OF RETAINING EMPLOYEES AT COMPENSATION LEVELS WITHIN APPROPRIATE MARKET RANGE. THE PROCESS FOR DETERMINING THE COMPENSATION PAID TO MS. ESCOBAR INCLUDES THE APPROVAL OF THE COMPENSATION ARRANGEMENT IN ADVANCE, BY THE BOARD OF DIRECTORS, WITH ALL PERSONS WITH A CONFLICT OF INTEREST ABSTAINING FROM THE BOARD'S DELIBERATION AND DISCUSSION. THE DOCUMENTATION OF THE BOARD INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE OF ITS APPROVAL, THE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND VOTE ON THE TRANSACTION, A DESCRIPTION OF THE COMPARABLE DATA AND HOW IT WAS OBTAINED, AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION.
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.
-
501(C)(3) · HEALTH CARE SERVICES · CA
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ALTURA MANAGEMENT SERVICES LLC
MANAGED CARE · CA · income $58,271,949 · assets $25,990,884
Directly controlled by ALTAMED HEALTH SERVICES CORPORATION
-
ALTAMED LLC
MANAGED CARE · CA · income $0 · assets $0
Directly controlled by ALTAMED HEALTH SERVICES CORPORATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ALTAMED HEALTH NETWORK INC
C · MANAGED CARE · CA · share of income $191,300,177 · share of assets $77,944,381
Directly controlled by ALTAMED HEALTH SERVICES CORP
-
ALTAMED HOLDINGS INC
C · HOLDING COMPANY-REAL ESTATE · CA
Directly controlled by ALTAMED HEALTH SERVICES CORP
-
OMNICARE MEDICAL GROUP INC
C · MANAGED CARE · CA · share of income $28,228,808 · share of assets $22,998,957
Directly controlled by ALTAMED HEALTH SERVICES CORP
-
ALTAMED INDEPENDENT PHYSICIAN NETWORK INC
C · MANAGED CARE · CA · share of assets $44,579
Directly controlled by ALTAMED HEALTH SERVICES CORP
-
ALTAMED HEALTH NETWORK SENIOR SERVICES PLAN INC
C · MANAGED CARE · CA
Directly controlled by ALTAMED HEALTH SERVICES CORP
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349331358
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