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← HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA

Form 990 for tax year 2023

Filed by HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA.

Totals

Total revenue
$78,281,521
Total expenses
$76,450,786
Contributions and grants received
$3,986,813
Grants paid
$0
Program service revenue
$73,802,103
Investment income
$490,497
Other revenue
$2,108
Total assets, end of year
$15,904,171
Total liabilities, end of year
$2,968,910
Net assets or fund balances, end of year
$12,935,261
Program services expenses (Part IX)
$74,730,792
Management and general expenses
$1,719,994
Fundraising expenses
$0
Program service expenses (Part III)
$74,730,792

Program services were 97.8% 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.

  • 1d · Related organizations

    $3,000,000

  • 1e · Government grants (contributions)

    $125,471

  • 1f · All other contributions, gifts and grants

    $861,342

  • 2a · Program service revenue: FEE INCOME

    total $72,943,643 · related or exempt $72,607,872 · unrelated business $335,771

  • 2b · Program service revenue: MEMBERSHIP DUES & ASSESSMENTS

    total $172,247 · related or exempt $172,247

  • 2f · All other program service revenue

    total $686,213 · related or exempt $686,213

  • 3 · Investment income

    total $490,497 · excluded $490,497

  • 6a · Gross rents

    real property $39,236

  • 6b · Less rental expenses

    real property $39,236

  • 6c · Rental income or loss

    real property $0

  • 11d · All other revenue

    total $2,108 · excluded $2,108

  • 11e · Other revenue, total

    $2,108

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $779,912 · program services $224,309 · management and general $555,603

  • 7 · Other salaries and wages

    total $2,704,168 · program services $2,656,807 · management and general $47,361

  • 8 · Pension plan contributions

    total $64,967 · program services $63,891 · management and general $1,076

  • 9 · Other employee benefits

    total $193,240 · program services $180,682 · management and general $12,558

  • 10 · Payroll taxes

    total $220,180 · program services $182,917 · management and general $37,263

  • 11b · Fees: legal

    total $56,120 · program services $6,291 · management and general $49,829

  • 11c · Fees: accounting

    total $57,730 · program services $29,500 · management and general $28,230

  • 11d · Fees: lobbying

    total $676,677 · management and general $676,677

  • 11f · Fees: investment management

    total $35,364 · management and general $35,364

  • 11g · Fees: other

    total $6,634,653 · program services $6,598,235 · management and general $36,418

  • 12 · Advertising and promotion

    total $10,774 · program services $10,267 · management and general $507

  • 13 · Office expenses

    total $103,984 · program services $91,572 · management and general $12,412

  • 14 · Information technology

    total $341,645 · program services $285,228 · management and general $56,417

  • 16 · Occupancy

    total $18,068 · management and general $18,068

  • 17 · Travel

    total $14,892 · program services $13,033 · management and general $1,859

  • 19 · Conferences, conventions and meetings

    total $103,125 · program services $102,535 · management and general $590

  • 20 · Interest

    total $384,957 · program services $384,957

  • 22 · Depreciation, depletion and amortization

    total $8,356 · program services $4,777 · management and general $3,579

  • 23 · Insurance

    total $127,692 · management and general $127,692

  • 24a · Other expenses: CLINIC EXPENSE

    total $63,832,408 · program services $63,832,408

  • 24b · Other expenses: STAFF DEVELOPMENT & TRA

    total $40,388 · program services $26,697 · management and general $13,691

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $22,171 · program services $21,438 · management and general $733

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $2,732 · management and general $2,732

  • 24e · All other expenses

    total $16,583 · program services $15,248 · management and general $1,335

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,915,143 · end of year $443,065

  • 2 · Savings and temporary cash investments

    beginning of year $62,035 · end of year $0

  • 4 · Accounts receivable

    beginning of year $8,799,750 · end of year $55,954

  • 8 · Inventories for sale or use

    beginning of year $479,643 · end of year $216,701

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

    $176,467

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

    $48,361

  • 10c · Land, buildings and equipment, net

    beginning of year $155,656 · end of year $128,106

  • 11 · Investments: publicly traded securities

    beginning of year $7,801,115 · end of year $8,503,589

  • 12 · Investments: other securities

    beginning of year $433,011 · end of year $414,515

  • 15 · Other assets

    beginning of year $4,812,101 · end of year $6,142,241

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,857,650 · end of year $2,128,861

  • 19 · Deferred revenue

    beginning of year $1,372,690 · end of year $115,745

  • 25 · Other liabilities

    beginning of year $862,383 · end of year $724,304

  • 27 · Net assets without donor restrictions

    beginning of year $13,365,731 · end of year $12,935,261

Mission and programs · 2023

Mission

HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA (FORMERLY: COUNCIL OF COMMUNITY CLINICS OF SAN DIEGO AND IMPERIAL COUNTIES) ("HCP") WAS ESTABLISHED IN 1977 AS A 501(C)(3) NONPROFIT CORPORATION.A PREMIER CONSORTIUM OF PRIMARY HEALTHCARE ORGANIZATIONS, HCP IS AN ADVOCATE FOR ITS MEMBERS WHO SERVE THE HEALTH NEEDS OF COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, PROVIDING THEM WITH THE VOICE AND POWER TO SERVE VULNERABLE POPULATIONS.WE ARE THE THOUGHT LEADER AND INNOVATIVE INFLUENCER OF CHANGE, INSPIRING OUR MEMBERS TO BE ON THE FOREFRONT OF PRIMARY HEALTHCARE.WE HAVE DEVELOPED DEEP AND EFFECTIVE RELATIONSHIPS WITH LOCAL, STATE, AND FEDERAL HEALTH POLICY OFFICIALS, OTHER HEALTHCARE LEADERS AND THE COMMUNITY AT LARGE.EDUCATION AND TRAINING PROGRAMS HELP MEMBERS IMPLEMENT BEST PRACTICES AND IMPROVE OPERATIONAL EFFICIENCY.

Activities or mission (Part I)

A PREMIER CONSORTIUM OF PRIMARY HEALTH CARE ORGANIZATIONS, HCP IS AN ADVOCATE FOR ITS MEMBERS WHO SERVE THE HEALTH NEEDS OF COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA, PROVIDING THEM WITH THE VOICE AND POWER TO SERVE VULNERABLE POPULATIONS.

  • SEE SCHEDULE OINTEGRATED HEALTH PARTNERS OF SOUTHERN CALIFORNIA (FORMERLY PRIMARY CARE HEALTH NETWORK LLC) ("IHP") WAS INCORPORATED ON JUNE 8, 2015 AND BEGAN OPERATIONS IN JULY 2016. HCP WAS THE SOLE MEMBER OF IHP UNTIL JANUARY 1, 2024 WHEN IT WAS TRANSFERRED TO COMMUNITY CLINICS HEALTH NETWORK DBA HEALTH QUALITY PARTNERS.

    Expenses $73,047,392 · Revenue $73,294,085

  • SEE SCHEDULE OHEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA (FORMERLY COUNCIL OF COMMUNITY CLINICS OF SAN DIEGO AND IMPERIAL COUNTIES) ("HCP") IS A PREMIER CONSORTIUM OF 16 RESPECTED PRIMARY HEALTH CARE ORGANIZATIONS DEDICATED TO HELPING OUR MEMBERS DELIVER QUALITY HEALTH CARE TO THE SAFETY NET POPULATION IN SOUTHERN CALIFORNIA. HCP IS A TRUSTED CHANGE AGENT FOCUSED ON MEETING AND EXCEEDING ITS FUNDERS' PHILANTHROPIC OBJECTIVES BY ADMINISTERING HIGHLY EFFECTIVE PROGRAMS AIMED AT IMPROVING ACCESS TO CARE, QUALITY HEALTH OUTCOMES, AND OPERATIONAL EFFICIENCIES. HCP ACTS AS THE REGION'S PREEMINENT AUTHORITY AND HEALTHCARE POLICY ADVOCATE FOR COMMUNITY HEALTH CENTERS. HCP ENSURES OUR MEMBERS' VOICES ARE HEARD BY PUTTING THE ISSUES CONFRONTING COMMUNITY HEALTH CENTERS AND THEIR PATIENTS IN FRONT OF LAWMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS. HCP LEADS INNOVATION & THOUGHT LEADERSHIP BY PROVIDING MEMBERS WITH HUMAN CAPITAL AND OPERATIONAL PROGRAMMATIC RESOURCE NEEDS IN THE AREAS OF OPTIMIZATION, TEACHING AND TRAINING, AND TECHNICAL ASSISTANCE. TODAY, HCP IS A 16-MEMBERSHIP ORGANIZATION OF FEDERALLY QUALIFIED AND COMMUNITY HEALTH CENTERS, INDIAN HEALTH SERVICES ORGANIZATIONS-BOTH URBAN AND SOVEREIGN. OUR MEMBERS COLLECTIVELY SERVE OVER 900,000 PATIENTS EACH YEAR, FOR OVER 3 MILLION PATIENT VISITS EACH YEAR, AT MORE THAN 175 PRACTICE SITES ACROSS SAN DIEGO, RIVERSIDE, IMPERIAL COUNTIES, WITH THE SEVENTH LARGEST PROVIDER GROUP IN THE REGION.

    Expenses $1,683,400 · Revenue $172,247

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lori Holeman

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Lori Keim

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Laura Caswell

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Archie Bella

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Roberta Feinberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Claudia Galvez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michelle Gonzalez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Orvin Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kevin Lachapelle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Zara Marselian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Mattson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Partch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rakesh Patel MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fernando Sanudo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maurice Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carole Veloso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Whelan

    CFO

    Total calculated
    $304,497
    From this org
    $288,106
    From related orgs
    $0
    Other
    $16,391
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $261,488
    Bonus
    $26,618
    Other
    $0
    Deferred
    $8,000
    Nontaxable benefits
    $8,391
    Filer's total
    $304,497

  • Henry Tuttle

    CEO

    Total calculated
    $572,293
    From this org
    $537,113
    From related orgs
    $0
    Other
    $35,180
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $463,113
    Bonus
    $74,000
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $25,280
    Filer's total
    $572,293

  • Amanda Simmons

    EVP, CHIEF MANAGED CARE RISK OFF.

    Total calculated
    $389,046
    From this org
    $365,600
    From related orgs
    $0
    Other
    $23,446
    Hours/week
    19 + 21 related

    Schedule J breakdown matched by us

    Base
    $305,623
    Bonus
    $59,977
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $13,546
    Filer's total
    $389,046

  • Nicole Howard

    EVP, CHIEF ADVANCEMENT OFFICER

    Total calculated
    $279,839
    From this org
    $256,265
    From related orgs
    $0
    Other
    $23,574
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $232,629
    Bonus
    $23,636
    Other
    $0
    Deferred
    $7,353
    Nontaxable benefits
    $16,221
    Filer's total
    $279,839

  • Tracy Garmer

    EVP & COO

    Total calculated
    $342,032
    From this org
    $317,079
    From related orgs
    $0
    Other
    $24,953
    Hours/week
    27 + 13 related

    Schedule J breakdown matched by us

    Base
    $284,304
    Bonus
    $32,775
    Other
    $0
    Deferred
    $8,203
    Nontaxable benefits
    $16,750
    Filer's total
    $342,032

  • Sparkle Barnes

    PRESIDENT, CNECT & CHIEF STRATEGY OFF.

    Total calculated
    $407,190
    From this org
    $394,812
    From related orgs
    $0
    Other
    $12,378
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $327,574
    Bonus
    $67,238
    Other
    $0
    Deferred
    $9,801
    Nontaxable benefits
    $2,577
    Filer's total
    $407,190

  • Sarah Cho

    VP CLINICAL TRANSFORMATION

    Total calculated
    $257,870
    From this org
    $236,515
    From related orgs
    $0
    Other
    $21,355
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $221,145
    Bonus
    $15,370
    Other
    $0
    Deferred
    $7,545
    Nontaxable benefits
    $13,810
    Filer's total
    $257,870

  • Timothy Fraser

    VP GOVERNMENT AFFAIRS

    Total calculated
    $285,651
    From this org
    $270,065
    From related orgs
    $0
    Other
    $15,586
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $249,644
    Bonus
    $20,421
    Other
    $0
    Deferred
    $7,934
    Nontaxable benefits
    $7,652
    Filer's total
    $285,651

  • Elizabeth Guthrie

    SVP, BUSINESS DEVELOPMENT

    Total calculated
    $311,690
    From this org
    $295,161
    From related orgs
    $0
    Other
    $16,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,380
    Bonus
    $39,781
    Other
    $0
    Deferred
    $8,807
    Nontaxable benefits
    $7,722
    Filer's total
    $311,690

  • Rasaun Robinson

    VICE PRESIDENT OF SALES

    Total calculated
    $269,099
    From this org
    $253,699
    From related orgs
    $0
    Other
    $15,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,368
    Bonus
    $28,331
    Other
    $0
    Deferred
    $7,727
    Nontaxable benefits
    $7,673
    Filer's total
    $269,099

  • Jay Lee

    MEDICAL DIRECTOR

    Total calculated
    $281,184
    From this org
    $267,511
    From related orgs
    $0
    Other
    $13,673
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $253,011
    Bonus
    $14,500
    Other
    $0
    Deferred
    $12,164
    Nontaxable benefits
    $1,509
    Filer's total
    $281,184

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 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.

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.

  • PRIMARY CARE HEALTH NETWORK LLC

    OPERATE CONTRACTING NETWORK FOR MEMBER CLINCS · CA · income $73,341,546 · assets $0

    Directly controlled by COMMUNITY CLINICS HEALTH NETWORK (BEG 01012024)

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COUNCIL COMMUNITY CLINICS SERVICE CORPORATION

    C · GROUP PURCHASING · CA · 100% owned · share of income $15,852,573 · share of assets $16,578,680 · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
9 December 2024
IRS schema version
2023v5.1
Source object
202413459349300411

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