Skip to content
Nonprofiteer
← PRIMA MEDICAL FOUNDATION

Form 990 for tax year 2022

Filed by PRIMA MEDICAL FOUNDATION.

Totals

Total revenue
$141,773,309
Total expenses
$141,790,526
Contributions and grants received
$22,641,121
Grants paid
$0
Program service revenue
$119,116,590
Investment income
$15,598
Other revenue
$0
Total assets, end of year
$64,247,344
Total liabilities, end of year
$58,835,257
Net assets or fund balances, end of year
$5,412,087
Program services expenses (Part IX)
$139,993,043
Management and general expenses
$1,797,483
Fundraising expenses
$0
Program service expenses (Part III)
$139,993,043

Program services were 98.7% 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.

  • 1d · Related organizations

    $22,638,244

  • 1e · Government grants (contributions)

    $2,877

  • 2a · Program service revenue: CONTRACT REVENUE

    total $100,781,347 · related or exempt $100,781,347

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $11,342,841 · related or exempt $11,342,841

  • 2c · Program service revenue: NET PATIENT SERVICE REVENUE

    total $6,992,402 · related or exempt $6,992,402

  • 3 · Investment income

    total $15,598 · excluded $15,598

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $31,866,135 · program services $31,866,135

  • 8 · Pension plan contributions

    total $408,605 · program services $408,605

  • 9 · Other employee benefits

    total $4,504,897 · program services $4,504,897

  • 10 · Payroll taxes

    total $2,038,594 · program services $2,038,594

  • 11b · Fees: legal

    total $210,604 · management and general $210,604

  • 11c · Fees: accounting

    total -$2,417 · management and general -$2,417

  • 11g · Fees: other

    total $81,014,227 · program services $81,014,227

  • 13 · Office expenses

    total $2,189,228 · program services $2,189,228

  • 14 · Information technology

    total $25,577 · program services $25,577

  • 16 · Occupancy

    total $8,664,313 · program services $8,664,313

  • 17 · Travel

    total $61,292 · program services $61,292

  • 19 · Conferences, conventions and meetings

    total $164,284 · program services $164,284

  • 22 · Depreciation, depletion and amortization

    total $2,728,577 · program services $2,728,577

  • 23 · Insurance

    total $1,572,599 · management and general $1,572,599

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $5,067,998 · program services $5,067,998

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $810,319 · program services $810,319

  • 24c · Other expenses: EQUIPMENT LEASES

    total $276,728 · program services $276,728

  • 24d · Other expenses: TAXES

    total $123,466 · program services $123,466

  • 24e · All other expenses

    total $65,500 · program services $48,803 · management and general $16,697

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,122,472 · end of year $8,757,581

  • 4 · Accounts receivable

    beginning of year $24,239,839 · end of year $25,547,046

  • 7 · Other notes and loans receivable

    beginning of year $214,489 · end of year $371,161

  • 8 · Inventories for sale or use

    beginning of year $900,133 · end of year $755,456

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,118,671 · end of year $1,824,752

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

    $20,585,518

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

    $13,090,916

  • 10c · Land, buildings and equipment, net

    beginning of year $10,120,527 · end of year $7,494,602

  • 14 · Intangible assets

    beginning of year $286,107 · end of year $228,867

  • 15 · Other assets

    beginning of year $15,864,684 · end of year $19,267,879

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,383,126 · end of year $8,837,579

  • 19 · Deferred revenue

    beginning of year $0 · end of year $123,719

  • 23 · Secured mortgages and notes payable

    beginning of year $175,230 · end of year $175,230

  • 25 · Other liabilities

    beginning of year $38,879,262 · end of year $49,698,729

  • 27 · Net assets without donor restrictions

    beginning of year $5,429,304 · end of year $5,412,087

Mission and programs · 2022

Mission

TO PERFORM AND CARRY OUT CHARITABLE HEALTHCARE FUNCTIONS AND PURPOSES BY ESTABLISHING, OPERATING, AND MAINTAINING MULTI-SPECIALTY MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN CALIFORNIA; AND BY ENGAGING IN, SPONSORING, ADVANCING, ENCOURAGING, AND PROMOTING CHARITABLE HEALTHCARE, EDUCATIONAL, AND MEDICAL RESEARCH ACTIVITIES.

Activities or mission (Part I)

ESTABLISHING, OPERATING, AND MAINTAINING MULTI-SPECIALTY MEDICAL CLINICS THROUGHOUT MARIN AND SONOMA COUNTIES.

  • PRIMA MEDICAL FOUNDATION (DBA MARINHEALTH MEDICAL NETWORK) IS A NONPROFIT PUBLIC BENEFIT CORPORATION WHICH PROVIDES MEDICAL SERVICES IN CONJUNCTION WITH PRIMA MEDICAL GROUP, INC. (PURSUANT TO A PROFESSIONAL SERVICES AGREEMENT), A CALIFORNIA PROFESSIONAL MEDICAL CORPORATION. MARINHEALTH MEDICAL NETWORK PROVIDES THESE MEDICAL SERVICES TO BOTH INSURED AND UNINSURED RESIDENTS LOCATED PRIMARILY IN MARIN AND SONOMA COUNTIES. THANKS TO A STRATEGIC ALLIANCE, MARINHEALTH MEDICAL NETWORK PRACTICES ARE PART OF UCSF HEALTH, AND BACKED BY THE EXPERTISE OF MARINHEALTH MEDICAL CENTER. OUR PRIMARY CARE PROVIDERS AND SPECIALISTS COVER A WIDE RANGE OF PRACTICES, INCLUDING: AFTER-HOURS CARE (ADULT & PEDIATRIC); CARDIOVASCULAR MEDICINE; EAR, NOSE AND THROAT; FAMILY MEDICINE; GENERAL & COLORECTAL SURGERY; HEAD & NECK SURGERY; INTERNAL MEDICINE; OB/GYN & MIDWIFERY; PEDIATRIC CARE; PSYCHIATRY; SUPPORTIVE CARE; UROLOGY; WOMEN'S CARE; BREAST SURGICAL ONCOLOGY; CRITICAL CARE & PULMONOLOGY; ENDOCRINE & DIABETES CARE; GASTROENTEROLOGY; GYNECOLOGIC SURGERY; INFECTIOUS DISEASE; NEUROLOGY; ORTHOPEDIC SURGERY; PRIMARY CARE; RHEUMATOLOGY; UROGYNECOLOGY; AND VASCULAR MEDICINE.

    Expenses $139,993,043 · Revenue $119,116,590

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

Listed in Part VII

  • DAVID KLEIN MD

    CHAIR

    Total calculated
    $1,840,687
    From this org
    $0
    From related orgs
    $1,799,250
    Other
    $41,437
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,306,030 related
    Bonus
    $0 + $486,362 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $15,613 related
    Nontaxable benefits
    $0 + $25,824 related
    Filer's total
    $0 + $1,840,687 related

  • GENE MARIE O'CONNELL RN MS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ERIC BRETTNER

    TREASURER / CFO

    Total calculated
    $757,167
    From this org
    $0
    From related orgs
    $709,710
    Other
    $47,457
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,196 related
    Bonus
    $0 + $188,272 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $15,978 related
    Nontaxable benefits
    $0 + $31,479 related
    Filer's total
    $0 + $757,167 related

  • BRIAN KEEFFE MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JOE ABRAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANJULI BASU MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW BOTSCHNER

    BOARD MEMBER / INT CEO THROUGH 5/2022

    Total calculated
    $0
    Hours/week
    40

  • LISA CARMEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KEITH CHAMBERLIN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY FRIEDMAN

    BOARD MEMBER

    Total calculated
    $459,234
    From this org
    $0
    From related orgs
    $402,823
    Other
    $56,411
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,234 related
    Bonus
    $0 + $101,250 related
    Other
    $0 + $339 related
    Deferred
    $0 + $25,063 related
    Nontaxable benefits
    $0 + $31,348 related
    Filer's total
    $0 + $459,234 related

  • LINDA LANG

    BOARD MEMBER THROUGH 9/2022

    Total calculated
    $492,373
    From this org
    $0
    From related orgs
    $473,296
    Other
    $19,077
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,394 related
    Bonus
    $0 + $126,563 related
    Other
    $0 + $339 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,077 related
    Filer's total
    $0 + $492,373 related

  • RUSSELL PECKENPAUGH

    BOARD MEMBER

    Total calculated
    $407,029
    From this org
    $0
    From related orgs
    $374,242
    Other
    $32,787
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,163 related
    Bonus
    $0 + $65,703 related
    Other
    $0 + $2,376 related
    Deferred
    $0 + $21,574 related
    Nontaxable benefits
    $0 + $11,213 related
    Filer's total
    $0 + $407,029 related

  • RIPPLE SHARMA MD FACG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TARIN M KOEHLER DO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • IRENE TEPPER MD

    BOARD MEMBER THROUGH 5/2022

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER SCHAAB MBA MPH

    PRESIDENT MHMN START 5/2022

    Total calculated
    $317,235
    From this org
    $0
    From related orgs
    $301,497
    Other
    $15,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $276,052 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $445 related
    Deferred
    $0 + $15,053 related
    Nontaxable benefits
    $0 + $685 related
    Filer's total
    $0 + $317,235 related

  • MICHAEL KIM MD

    VP OF MEDICAL AFFAIRS

    Total calculated
    $450,594
    From this org
    $0
    From related orgs
    $426,917
    Other
    $23,677
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $385,825 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $1,092 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $8,427 related
    Filer's total
    $0 + $450,594 related

  • BIANCA VIVAS

    EXECUTIVE DIRECTOR, CLINICAL OPERATIONS

    Total calculated
    $184,585
    From this org
    $177,934
    From related orgs
    $0
    Other
    $6,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,934
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,651
    Filer's total
    $184,585

  • JOLINE TELLECHEA

    REGISTERED NURSE

    Total calculated
    $188,033
    From this org
    $180,801
    From related orgs
    $0
    Other
    $7,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,801
    Bonus
    $0
    Other
    $0
    Deferred
    $7,232
    Nontaxable benefits
    $0
    Filer's total
    $188,033

  • MERLIENAIDA GARCIA

    NURSE PRACTIONER

    Total calculated
    $188,983
    From this org
    $184,968
    From related orgs
    $0
    Other
    $4,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,968
    Bonus
    $0
    Other
    $0
    Deferred
    $3,775
    Nontaxable benefits
    $240
    Filer's total
    $188,983

  • LISA DE LA FUENTE

    LEAD CERTIFIED NURSE MIDWIFE

    Total calculated
    $206,652
    From this org
    $192,886
    From related orgs
    $0
    Other
    $13,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,886
    Bonus
    $0
    Other
    $0
    Deferred
    $8,213
    Nontaxable benefits
    $5,553
    Filer's total
    $206,652

  • ANOOSHEH NIKKAR

    PHYSICIAN ASSISTANT

    Total calculated
    $205,000
    From this org
    $198,850
    From related orgs
    $0
    Other
    $6,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,850
    Bonus
    $10,000
    Other
    $0
    Deferred
    $6,150
    Nontaxable benefits
    $0
    Filer's total
    $205,000

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 PRESIDENT OF MARIN HEALTH MEDICAL NETWORK IS A PAID EMPLOYEE OF MARINHEALTH MEDICAL CENTER, A RELATED ORGANIZATION. MARINHEALTH MEDICAL CENTER UTILIZED THE FOLLOWING METHODS TO DETERMINE COMPENSATION OF THE PRESIDENT OF MARINHEALTH MEDICAL NETWORK: INDEPENDENT COMPENSATION CONSULTANT AND APPROVAL BY THE BOARD.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323189349315582

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.