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Nonprofiteer
← WHOLE FAMILY HEALTH CENTER INC

Form 990 for tax year 2023

Filed by WHOLE FAMILY HEALTH CENTER INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 17 September 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • Johanna De Jesus
  • Peggy Schneider

Listed only on the later return

  • Dorothy Hill

Listed under a different title

  • Daily Hernandez Falcon: Physician then Associate Medical Director

Totals

Total revenue
$38,872,075
Total expenses
$36,769,546
Contributions and grants received
$1,073,100
Grants paid
$0
Program service revenue
$37,252,921
Investment income
$197,733
Other revenue
$348,321
Total assets, end of year
$22,162,657
Total liabilities, end of year
$5,764,720
Net assets or fund balances, end of year
$16,397,937
Program services expenses (Part IX)
$32,276,571
Management and general expenses
$4,428,779
Fundraising expenses
$64,196
Program service expenses (Part III)
$32,276,571

Program services were 87.8% 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)

    $601,050

  • 1f · All other contributions, gifts and grants

    $472,050

  • 1g · Noncash contributions included above

    $131,451

  • 2a · Program service revenue: Pharmacy

    total $20,047,558 · related or exempt $20,047,558

  • 2b · Program service revenue: Patient Service Fees

    total $8,463,559 · related or exempt $8,463,559

  • 2c · Program service revenue: 340B Income

    total $8,741,804 · related or exempt $8,741,804

  • 3 · Investment income

    total $197,733 · excluded $197,733

  • 11a · Other revenue: Rental Revenue

    total $116,844 · related or exempt $116,844

  • 11b · Other revenue: Incentive Payments

    total $156,951 · related or exempt $156,951

  • 11c · Other revenue: Medical Records Income

    total $6,273 · related or exempt $6,273

  • 11d · All other revenue

    total $68,253 · related or exempt $68,253

  • 11e · Other revenue, total

    $348,321

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $476,788 · program services $397,807 · management and general $78,981

  • 7 · Other salaries and wages

    total $12,074,175 · program services $10,074,060 · management and general $2,000,115

  • 8 · Pension plan contributions

    total $180,483 · program services $149,599 · management and general $30,884

  • 9 · Other employee benefits

    total $1,438,724 · program services $1,192,529 · management and general $246,195

  • 10 · Payroll taxes

    total $863,747 · program services $743,574 · management and general $120,173

  • 11a · Fees: management

    total $1,016,692 · program services $1,016,692

  • 11b · Fees: legal

    total $22,568 · management and general $22,568

  • 11e · Fees: professional fundraising services

    total $42,666 · fundraising $42,666

  • 11g · Fees: other

    total $472,422 · program services $80,937 · management and general $391,485

  • 12 · Advertising and promotion

    total $145,320 · program services $14,500 · management and general $130,820

  • 16 · Occupancy

    total $16,915 · program services $16,915

  • 17 · Travel

    total $63,648 · program services $42,805 · management and general $20,455 · fundraising $388

  • 20 · Interest

    total $98,988 · management and general $98,988

  • 22 · Depreciation, depletion and amortization

    total $505,292 · program services $298,390 · management and general $206,902

  • 23 · Insurance

    total $390,383 · program services $154,705 · management and general $235,678

  • 24a · Other expenses: Medications

    total $14,646,539 · program services $14,646,539

  • 24b · Other expenses: Medical Supplies

    total $844,972 · program services $702,444 · management and general $140,783 · fundraising $1,745

  • 24c · Other expenses: Bad Debt

    total $493,160 · program services $493,160

  • 24d · Other expenses: Dispensary Fees

    total $726,673 · program services $726,673

  • 24e · All other expenses

    total $2,249,391 · program services $1,525,242 · management and general $704,752 · fundraising $19,397

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,258,035 · end of year $429,785

  • 2 · Savings and temporary cash investments

    beginning of year $1,290,070 · end of year $335,164

  • 4 · Accounts receivable

    beginning of year $2,258,502 · end of year $3,251,118

  • 5 · Loans and receivables from officers and key people

    end of year $125,862

  • 8 · Inventories for sale or use

    beginning of year $913,557 · end of year $1,191,572

  • 9 · Prepaid expenses and deferred charges

    beginning of year $167,626 · end of year $308,327

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

    $13,844,239

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

    $1,525,005

  • 10c · Land, buildings and equipment, net

    beginning of year $9,374,522 · end of year $12,319,234

  • 12 · Investments: other securities

    beginning of year $3,178,889 · end of year $3,332,068

  • 15 · Other assets

    beginning of year $718,135 · end of year $869,527

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,995,662 · end of year $1,739,326

  • 19 · Deferred revenue

    beginning of year $571,821

  • 23 · Secured mortgages and notes payable

    beginning of year $2,792,844 · end of year $2,447,865

  • 25 · Other liabilities

    beginning of year $509,533 · end of year $1,577,529

  • 27 · Net assets without donor restrictions

    beginning of year $14,289,476 · end of year $16,397,937

Mission and programs · 2023

Mission

The mission of Whole Family Health Center is to provide high quality, caring, accessible health care services; adult and child, medical, mental and oral health, to everyone.

  • We provide comprehensive, affordable medical services including adult and pediatric medicine, health education and promotion, health assesments and screening. Our pharmacy services provide patients with affordable medicine and pharmacy supplies.

    Expenses $30,282,758 · Revenue $38,891,075

  • We provide comprehensive, affordable mental health care with a wide variety of treatment modalities. We strive to provide high quality mental health care that is evidence based and tailored to the specific needs of the patient.

    Expenses $1,993,813

As filed on the 2023 return.

Listed in Part VII

  • Paul Hebig

    Psychiatrist

    Total calculated
    $406,866
    From this org
    $383,646
    From related orgs
    $0
    Other
    $23,220
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,604
    Bonus
    not reported
    Other
    $22,042
    Deferred
    $19,500
    Nontaxable benefits
    $3,720
    Filer's total
    $406,866

  • Marie Andress

    CEO

    Total calculated
    $331,523
    From this org
    $310,803
    From related orgs
    $0
    Other
    $20,720
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $309,318
    Bonus
    not reported
    Other
    $1,485
    Deferred
    $10,000
    Nontaxable benefits
    $10,720
    Filer's total
    $331,523

  • Daily Hernandez Falcon

    Physician

    Total calculated
    $314,687
    From this org
    $306,333
    From related orgs
    $0
    Other
    $8,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,486
    Bonus
    not reported
    Other
    $1,847
    Deferred
    $6,129
    Nontaxable benefits
    $2,225
    Filer's total
    $314,687

  • Robert K Butler

    Associate Medical Director

    Total calculated
    $314,265
    From this org
    $281,334
    From related orgs
    $0
    Other
    $32,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,170
    Bonus
    not reported
    Other
    $2,164
    Deferred
    $30,000
    Nontaxable benefits
    $2,931
    Filer's total
    $314,265

  • Javier Prado

    Psychiatrist

    Total calculated
    $298,908
    From this org
    $276,553
    From related orgs
    $0
    Other
    $22,355
    Hours/week
    24

    Schedule J breakdown matched by us

    Base
    $276,553
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $22,355
    Filer's total
    $298,908

  • Peggy Schneider

    Physician

    Total calculated
    $238,484
    From this org
    $211,764
    From related orgs
    $0
    Other
    $26,720
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $211,764
    Bonus
    not reported
    Other
    not reported
    Deferred
    $26,000
    Nontaxable benefits
    $720
    Filer's total
    $238,484

  • Johanna De Jesus

    Pediatrician

    Total calculated
    $223,619
    From this org
    $207,212
    From related orgs
    $0
    Other
    $16,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,727
    Bonus
    not reported
    Other
    $1,485
    Deferred
    $10,596
    Nontaxable benefits
    $5,811
    Filer's total
    $223,619

  • Emma Dunbar

    Director

    Total calculated
    $0
    Hours/week
    2

  • Verna Wright

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ted Lawson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Daniel Pearce

    Director

    Total calculated
    $0
    Hours/week
    2

  • Steven Hoke

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joe Webb

    Director

    Total calculated
    $0
    Hours/week
    2

  • Terri Holly

    Director

    Total calculated
    $0
    Hours/week
    2

  • Marilynn Sparacino

    Director

    Total calculated
    $0
    Hours/week
    2

  • Charles Cunningham

    Vice ChairmanDirector

    Total calculated
    $0
    Hours/week
    3

  • Stevan Trooboff

    ChairmanDirector

    Total calculated
    $0
    Hours/week
    6

  • Anthony Furino

    SecretaryDirector

    Total calculated
    $0
    Hours/week
    3

  • Eugene Feinour

    TreasurerDirector

    Total calculated
    $0
    Hours/week
    3

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
17 September 2024
IRS schema version
2023v5.1
Source object
202422929349300622

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