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Nonprofiteer
← HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA

Form 990 for tax year 2022

Filed by HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA.

Totals

Total revenue
$133,857,261
Total expenses
$137,270,457
Contributions and grants received
$3,592,036
Grants paid
$834,135
Program service revenue
$129,188,990
Investment income
$1,062,726
Other revenue
$13,509
Total assets, end of year
$45,458,454
Total liabilities, end of year
$32,092,723
Net assets or fund balances, end of year
$13,365,731
Program services expenses (Part IX)
$134,964,498
Management and general expenses
$2,305,959
Fundraising expenses
$0
Program service expenses (Part III)
$134,964,498

Program services were 98.3% 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)

    $190,220

  • 1f · All other contributions, gifts and grants

    $401,816

  • 2a · Program service revenue: FEE INCOME

    total $128,843,746 · related or exempt $127,963,061 · unrelated business $880,685

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

    total $180,960 · related or exempt $180,960

  • 2f · All other program service revenue

    total $164,284 · related or exempt $164,284

  • 3 · Investment income

    total $207,114 · excluded $207,114

  • 6a · Gross rents

    real property $338,000

  • 6b · Less rental expenses

    real property $338,000

  • 6c · Rental income or loss

    real property $0

  • 7a · Gross sales of assets other than inventory

    other assets $8,066,598

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

    other assets $7,210,986

  • 7c · Gain or loss

    other assets $855,612

  • 7d · Net gain or loss

    total $855,612 · excluded $855,612

  • 11d · All other revenue

    total $13,509 · excluded $13,509

  • 11e · Other revenue, total

    $13,509

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $834,135 · program services $834,135

  • 5 · Compensation of officers, directors and key employees

    total $1,237,032 · program services $264,514 · management and general $972,518

  • 7 · Other salaries and wages

    total $4,273,885 · program services $4,273,885

  • 8 · Pension plan contributions

    total $91,929 · program services $91,929

  • 9 · Other employee benefits

    total $252,473 · program services $248,850 · management and general $3,623

  • 10 · Payroll taxes

    total $369,357 · program services $312,313 · management and general $57,044

  • 11b · Fees: legal

    total $164,649 · program services $50,786 · management and general $113,863

  • 11c · Fees: accounting

    total $48,162 · program services $23,250 · management and general $24,912

  • 11d · Fees: lobbying

    total $157,927 · management and general $157,927

  • 11f · Fees: investment management

    total $16,038 · management and general $16,038

  • 11g · Fees: other

    total $12,295,443 · program services $11,911,038 · management and general $384,405

  • 12 · Advertising and promotion

    total $16,965 · program services $15,321 · management and general $1,644

  • 13 · Office expenses

    total $143,608 · program services $99,882 · management and general $43,726

  • 14 · Information technology

    total $505,445 · program services $505,259 · management and general $186

  • 16 · Occupancy

    total $131,848 · program services $8,277 · management and general $123,571

  • 17 · Travel

    total $10,387 · program services $6,339 · management and general $4,048

  • 19 · Conferences, conventions and meetings

    total $62,910 · program services $62,019 · management and general $891

  • 20 · Interest

    total $1,006,310 · program services $990,079 · management and general $16,231

  • 22 · Depreciation, depletion and amortization

    total $24,736 · management and general $24,736

  • 23 · Insurance

    total $243,623 · management and general $243,623

  • 24a · Other expenses: CLINIC EXPENSE

    total $115,162,033 · program services $115,162,033

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $113,723 · program services $30,167 · management and general $83,556

  • 24c · Other expenses: STAFF DEVELOPMENT & TRA

    total $64,208 · program services $42,016 · management and general $22,192

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $5,720 · management and general $5,720

  • 24e · All other expenses

    total $37,911 · program services $32,406 · management and general $5,505

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,651,709 · end of year $22,915,143

  • 2 · Savings and temporary cash investments

    beginning of year $40,246 · end of year $62,035

  • 4 · Accounts receivable

    beginning of year $4,410,987 · end of year $8,799,750

  • 8 · Inventories for sale or use

    beginning of year $458,115 · end of year $479,643

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

    $161,203

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

    $5,547

  • 10c · Land, buildings and equipment, net

    beginning of year $7,257,768 · end of year $155,656

  • 11 · Investments: publicly traded securities

    beginning of year $4,017,845 · end of year $7,801,115

  • 12 · Investments: other securities

    beginning of year $460,151 · end of year $433,011

  • 15 · Other assets

    beginning of year $3,243,353 · end of year $4,812,101

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,400,952 · end of year $29,857,650

  • 19 · Deferred revenue

    beginning of year $297,342 · end of year $1,372,690

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,140,504 · end of year $0

  • 25 · Other liabilities

    beginning of year $260,367 · end of year $862,383

  • 27 · Net assets without donor restrictions

    beginning of year $16,441,009 · end of year $13,365,731

Mission and programs · 2022

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 IS THE SOLE MEMBER OF IHP.A POWERFUL ADVOCATE FOR PRIMARY HEALTH CARE SERVICE PROVIDERS AND THEIR PATIENTS, IHP SEEKS TO IMPROVE THE QUALITY OF HEALTH CARE OUTCOMES BY INTEGRATING THE EFFORTS OF OUR MEMBER HEALTH CENTERS AND DRIVING COSTS OUT OF THE HEALTH CARE SYSTEM. LEVERAGING 45 YEARS OF EXPERIENCE, EXPERTISE AND RELATIONSHIP BUILDING DEVELOPED THROUGH HCP, IHP IS DESIGNED TO LEVERAGE THE STRENGTHS OF ITS COMMUNITY HEALTH CENTER MEMBERS TO:-WORK EFFECTIVE PAYERS (HEALTH PLANS)-IMPROVE EFFICIENCY AND CLINICAL AND FINANCIAL PERFORMANCE IN ALL THEIR MANAGED CARE CONTRACTS-INTEGRATE DATA AND IMPROVE CLINICAL PERFORMANCE ACROSS ALL MEMBER COMMUNITY HEALTH CENTERS-PROVIDE HIGH-QUALITY HEALTHCARE SERVICES TO LOWER INCOME AND UNINSURED PATIENTS BY PROVIDING A COMMON VOICE AND SERVING AS A TIRELESS ADVOCATE FOR COMMUNITY HEALTH CENTERS. WE HELP OUR MEMBER ORGANIZATIONS BUILD RELATIONSHIPS WITH STRATEGIC PUBLIC AND PRIVATE PARTNERS THAT RESULT IN SUSTAINABLE HEALTH CARE RESOURCES AND HEALTHIER COMMUNITIES.AS A CLINICALLY INTEGRATED NETWORK, IHP ENGAGES IN MANY DATA-SUPPORTED INITIATIVES TO IMPROVE HEALTH CARE PERFORMANCE AND LOWER COSTS. THESE INCLUDE: JOINTLY DEFINING THE HIGHEST QUALITY STANDARDS FOR COMMUNITY HEALTH CARE SHARING CLINICAL AND CLAIMS DATA TO AGGREGATE DATA ANALYSIS FOR PAYERS AND MEMBERS DISSEMINATING BEST PRACTICES TO MEMBER CLINICS AND THEIR PROVIDERS AND MAINTAINING CONSISTENT STANDARDS OF PERFORMANCE ACROSS THE NETWORK ALIGNING TECHNOLOGY STANDARDS FOR FASTER PROCESSING OF IN-NETWORK REFERRALS SUPPORTING ONGOING EDUCATION AND TRAINING FOR MORE EFFICIENT AND EFFECTIVE DELIVERY OF HEALTH CARE SERVICES.THROUGH HCP, IHP SERVES AS A CRITICAL SAFETY NET FOR LOWER INCOME AND UNINSURED MEDICAL PATIENTS MANY OF WHOM WOULD OTHERWISE NOT HAVE ACCESS TO QUALITY HEALTH CARE. BY INTEGRATING OUR MEMBER'S CLINICAL SERVICES AND PRACTICES, WE HELP CREATE A STRONGER SAFETY NET BY DELIVERING A HIGHER QUALITY OF HEALTH CARE SERVICES WHILE ACHIEVING NEW LEVELS OF PERFORMANCE AND ACCOUNTABILITY. IN THE PROCESS, OUR MEMBERS DEVELOP STRONGER RELATIONSHIPS WITH PAYERS (HEALTH PLANS) WHILE IMPROVING THEIR ABILITY TO PERFORM AT OPTIMAL EFFICIENCY IN THOSE MANAGED CARE CONTRACTS.IN OUR ROLE AS SAFETY NET PROVIDERS FOR THOSE IN NEED, IHP'S NETWORK OF HEALTH CENTERS HAS CREATED A SYSTEM OF CARE THAT PROVIDES QUALITY OUTCOMES COMPARABLE TO PRIVATE PRACTITIONERS, PUBLIC HOSPITAL-BASED PRACTICES, AND OTHER LARGE HEALTH CARE SYSTEMS THROUGHOUT CALIFORNIA.

    Expenses $131,748,498 · Revenue $128,127,345

  • 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 17 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 17-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 $3,216,000 · Grants $834,135 · Revenue $180,960

As filed on the 2022 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 P 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

  • Orvin Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Deanah Jibril

    DIRECTOR (THRU 02/23)

    Total calculated
    $0
    Hours/week
    1

  • Kevin Lachapelle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rose Macisaac

    DIRECTOR (THRU 06/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Zara Marselian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Mattson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Norris MD

    DIRECTOR (THRU 04/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Megan Partch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rakesh Patel MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vera Santos

    DIRECTOR (THRU 09/22)

    Total calculated
    $0
    Hours/week
    1

  • Fernando Sanudo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maurice Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Courtney Summers-Day MD

    DIRECTOR (THRU 06/23)

    Total calculated
    $0
    Hours/week
    1

  • Frank Whelan

    CFO

    Total calculated
    $286,927
    From this org
    $271,963
    From related orgs
    $0
    Other
    $14,964
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $244,322
    Bonus
    $27,641
    Other
    $0
    Deferred
    $7,674
    Nontaxable benefits
    $7,290
    Filer's total
    $286,927

  • Henry Tuttle

    CEO

    Total calculated
    $494,177
    From this org
    $462,176
    From related orgs
    $0
    Other
    $32,001
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $405,676
    Bonus
    $56,500
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $22,851
    Filer's total
    $494,177

  • Amanda Simmons

    EVP, IHP

    Total calculated
    $345,996
    From this org
    $328,441
    From related orgs
    $0
    Other
    $17,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,831
    Bonus
    $47,610
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $8,405
    Filer's total
    $345,996

  • Nicole Howard

    EVP, CHIEF ADVANCEMENT OFFICER

    Total calculated
    $276,821
    From this org
    $255,438
    From related orgs
    $0
    Other
    $21,383
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $231,070
    Bonus
    $24,368
    Other
    $0
    Deferred
    $7,708
    Nontaxable benefits
    $13,675
    Filer's total
    $276,821

  • Tracy Garmer

    EVP & COO

    Total calculated
    $328,874
    From this org
    $305,594
    From related orgs
    $0
    Other
    $23,280
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $261,617
    Bonus
    $43,977
    Other
    $0
    Deferred
    $9,354
    Nontaxable benefits
    $13,926
    Filer's total
    $328,874

  • Sparkle Barnes

    PRESIDENT, CNECT & CHIEF STRATEGY OFF.

    Total calculated
    $374,929
    From this org
    $363,936
    From related orgs
    $0
    Other
    $10,993
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $299,900
    Bonus
    $64,036
    Other
    $0
    Deferred
    $9,188
    Nontaxable benefits
    $1,805
    Filer's total
    $374,929

  • Rasaun Robinson

    VICE PRESIDENT OF SALES

    Total calculated
    $266,874
    From this org
    $245,726
    From related orgs
    $0
    Other
    $21,148
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $214,977
    Bonus
    $30,749
    Other
    $0
    Deferred
    $14,245
    Nontaxable benefits
    $6,903
    Filer's total
    $266,874

  • Julia Lookabill

    ZONE DIRECTOR

    Total calculated
    $234,412
    From this org
    $218,163
    From related orgs
    $0
    Other
    $16,249
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $172,538
    Bonus
    $45,625
    Other
    $0
    Deferred
    $10,902
    Nontaxable benefits
    $5,347
    Filer's total
    $234,412

  • Sarah Cho

    VP CLINICAL TRANSFORMATION

    Total calculated
    $247,192
    From this org
    $224,305
    From related orgs
    $0
    Other
    $22,887
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $202,705
    Bonus
    $21,600
    Other
    $0
    Deferred
    $13,995
    Nontaxable benefits
    $8,892
    Filer's total
    $247,192

  • Timothy Fraser

    VP GOVERNMENT AFFAIRS

    Total calculated
    $264,518
    From this org
    $249,029
    From related orgs
    $0
    Other
    $15,489
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $224,300
    Bonus
    $24,729
    Other
    $0
    Deferred
    $12,133
    Nontaxable benefits
    $3,356
    Filer's total
    $264,518

  • Elizabeth Guthrie

    SVP, BUSINESS DEVELOPMENT

    Total calculated
    $292,184
    From this org
    $270,187
    From related orgs
    $0
    Other
    $21,997
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $231,187
    Bonus
    $39,000
    Other
    $0
    Deferred
    $14,268
    Nontaxable benefits
    $7,729
    Filer's total
    $292,184

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 · 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

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.

  • COMMUNITY CLINICS HEALTH NETWORK

    501(C)(3) · DATA MANAGEMENT SERVICES & TECHNICAL SUPPORT TO MEMBER CLINICS · CA · controlled entity

    Directly controlled by COUNCIL OF COMMUNITY CLINICS

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 $128,802,778 · assets $31,387,612

    Directly controlled by COUNCIL OF COMMUNITY CLINICS

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 $17,198,733 · share of assets $16,920,214 · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
15 December 2023
IRS schema version
2022v5.0
Source object
202313529349300201

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