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Nonprofiteer
← WELLSPACE HEALTH

Form 990 for tax year 2023

Filed by WELLSPACE HEALTH.

Totals

Total revenue
$144,431,220
Total expenses
$154,805,392
Contributions and grants received
$32,400,518
Grants paid
$0
Program service revenue
$110,278,109
Investment income
$1,405,065
Other revenue
$347,528
Total assets, end of year
$104,952,483
Total liabilities, end of year
$57,850,007
Net assets or fund balances, end of year
$47,102,476
Program services expenses (Part IX)
$120,726,950
Management and general expenses
$33,948,442
Fundraising expenses
$130,000
Program service expenses (Part III)
$120,726,950

Program services were 78.0% 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)

    $24,848,086

  • 1f · All other contributions, gifts and grants

    $7,552,432

  • 1g · Noncash contributions included above

    $983,822

  • 2a · Program service revenue: PATIENT REVENUE

    total $100,088,558 · related or exempt $100,088,558

  • 2b · Program service revenue: 340B PHARMACY REVENUE

    total $8,907,830 · related or exempt $8,907,830

  • 2c · Program service revenue: ACO ANNUAL PAYMENT

    total $846,258 · related or exempt $846,258

  • 2d · Program service revenue: CLIENT RESEARCH FEE

    total $14,677 · related or exempt $14,677

  • 2f · All other program service revenue

    total $420,786 · related or exempt $420,786

  • 3 · Investment income

    total $265,499 · excluded $265,499

  • 6a · Gross rents

    real property $161,801

  • 6b · Less rental expenses

    real property $477,954

  • 6c · Rental income or loss

    real property -$316,153

  • 6d · Net rental income or loss

    total -$316,153 · unrelated business $46,356 · excluded -$362,509

  • 7a · Gross sales of assets other than inventory

    securities $10,187,275 · other assets $1,765,741

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

    securities $10,187,275 · other assets $626,175

  • 7c · Gain or loss

    securities $0 · other assets $1,139,566

  • 7d · Net gain or loss

    total $1,139,566 · excluded $1,139,566

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $407,684 · excluded $407,684

  • 11b · Other revenue: INSURANCE PAYMENT

    total $255,997 · excluded $255,997

  • 11e · Other revenue, total

    $663,681

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,085,397 · program services $888,420 · management and general $2,196,977

  • 7 · Other salaries and wages

    total $82,686,618 · program services $70,847,760 · management and general $11,838,858

  • 8 · Pension plan contributions

    total $928,292 · program services $831,331 · management and general $96,961

  • 9 · Other employee benefits

    total $9,204,202 · program services $7,765,996 · management and general $1,438,206

  • 10 · Payroll taxes

    total $6,287,693 · program services $5,253,806 · management and general $1,033,887

  • 11b · Fees: legal

    total $632,042 · program services $102,585 · management and general $529,457

  • 11c · Fees: accounting

    total $325,176 · program services $1,050 · management and general $324,126

  • 11d · Fees: lobbying

    total $130,000 · fundraising $130,000

  • 11f · Fees: investment management

    total $80,522 · management and general $80,522

  • 11g · Fees: other

    total $3,661,733 · program services $3,661,733

  • 12 · Advertising and promotion

    total $1,299 · program services $1,299

  • 13 · Office expenses

    total $4,015,656 · program services $3,471,533 · management and general $544,123

  • 14 · Information technology

    total $4,706,980 · program services $1,957,996 · management and general $2,748,984

  • 16 · Occupancy

    total $10,526,994 · program services $7,718,291 · management and general $2,808,703

  • 17 · Travel

    total $280,270 · program services $206,615 · management and general $73,655

  • 19 · Conferences, conventions and meetings

    total $952,013 · program services $476,496 · management and general $475,517

  • 20 · Interest

    total $34,506 · program services $15,165 · management and general $19,341

  • 22 · Depreciation, depletion and amortization

    total $1,905,912 · program services $1,392,660 · management and general $513,252

  • 23 · Insurance

    total $844,942 · program services $401,356 · management and general $443,586

  • 24a · Other expenses: CLAIMS EXPENSE

    total $6,378,477 · management and general $6,378,477

  • 24b · Other expenses: 340B PHARMACY EXPENSES

    total $5,100,773 · program services $5,100,773

  • 24c · Other expenses: PATIENT COSTS

    total $3,223,018 · program services $3,177,805 · management and general $45,213

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $2,312,083 · program services $2,312,083

  • 24e · All other expenses

    total $7,500,794 · program services $5,142,197 · management and general $2,358,597

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,235,263 · end of year $16,378,015

  • 2 · Savings and temporary cash investments

    beginning of year $11,761,965 · end of year $5,212,928

  • 3 · Pledges and grants receivable

    beginning of year $3,674,703 · end of year $2,755,810

  • 4 · Accounts receivable

    beginning of year $11,497,606 · end of year $12,348,341

  • 9 · Prepaid expenses and deferred charges

    beginning of year $792,109 · end of year $777,619

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

    $61,140,187

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

    $13,188,610

  • 10c · Land, buildings and equipment, net

    beginning of year $44,460,762 · end of year $47,951,577

  • 11 · Investments: publicly traded securities

    beginning of year $9,548,704 · end of year $0

  • 12 · Investments: other securities

    beginning of year $141,231 · end of year $143,894

  • 15 · Other assets

    beginning of year $22,701,286 · end of year $19,384,299

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,746,625 · end of year $9,108,736

  • 19 · Deferred revenue

    beginning of year $1,933,615 · end of year $3,515,005

  • 23 · Secured mortgages and notes payable

    beginning of year $23,021,394 · end of year $25,164,800

  • 25 · Other liabilities

    beginning of year $23,120,936 · end of year $20,061,466

  • 27 · Net assets without donor restrictions

    beginning of year $56,860,084 · end of year $47,072,382

  • 28 · Net assets with donor restrictions

    beginning of year $130,975 · end of year $30,094

Mission and programs · 2023

Mission

THE MISSION OF WELLSPACE HEALTH IS ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE.

Activities or mission (Part I)

ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE.

  • WELLSPACE HEALTH, A NONPROFIT FEDERALLY QUALIFIED HEALTH CENTER (FQHC), IS COMMITTED TO ENHANCING REGIONAL HEALTH BY DELIVERING HIGH-QUALITY, COMPREHENSIVE CARE. IN 2024, WELLSPACE REACHED AROUND 125,000 INDIVIDUALS THROUGH OVER 400,000 MEDICAL, DENTAL, BEHAVIORAL HEALTH, AND SUPPORTIVE SERVICE ENCOUNTERS. FOCUSED ON SERVING THE UNDERSERVED IN THE SACRAMENTO REGION, 92% OF ITS PATIENTS ARE CLASSIFIED AS LOW-INCOME, WITH 10% UNINSURED AND 6,200 EXPERIENCING HOMELESSNESS.WELLSPACE PROVIDES SERVICES DAILY TO 1,400 INDIVIDUALS VIA AN INTEGRATED NETWORK OF FEDERALLY QUALIFIED HEALTH CENTERS, BEHAVIORAL HEALTH CENTERS, AND CALIFORNIA'S SECOND-LARGEST 9-8-8 SUICIDE AND CRISIS CENTER (988 SACRAMENTO), ALONG WITH OTHER COLLABORATIVE PARTNERSHIPS. KEY PROGRAMS INCLUDE WELLSPACE NEXUS, WHICH ENHANCES CARE FOR VULNERABLE POPULATIONS THROUGH INNOVATIVE CARE MODELS AND NETWORK EXPANSION, AND THE WELLSPACE INSTITUTE, WHICH EMPOWERS HISTORICALLY DISENFRANCHISED COMMUNITIES VIA HEALTHCARE WORKFORCE PROGRAMS SUCH AS THE LEAD, MEDICAL ASSISTANT CERTIFICATE, AND COMMUNITY HEALTH WORKER CERTIFICATE PROGRAMS.988 SACRAMENTO, A CRITICAL PART OF THE CRISIS SYSTEM, OFFERS 24/7 SUICIDE PREVENTION AND MENTAL HEALTH CRISIS INTERVENTION, ENSURING ONGOING SUPPORT FOR INDIVIDUALS POST-CRISIS. AS SACRAMENTO COUNTY'S FIRST DESIGNATED CERTIFIED COMMUNITY BEHAVIORAL HEALTH CENTER (CCBHC) SINCE 2022, WELLSPACE ADDRESSES COMPLEX MENTAL HEALTH AND SUBSTANCE USE NEEDS COMPREHENSIVELY.WELLSPACE MAINTAINS HIGH STANDARDS OF CARE, ACCREDITED BY THE JOINT COMMISSION FOR AMBULATORY CARE AND BEHAVIORAL HEALTH, AND CERTIFIED AS A PATIENT-CENTERED MEDICAL HOME AND BEHAVIORAL HEALTH HOME, EMPHASIZING ITS COMMITMENT TO INTEGRATED, PATIENT-CENTERED CARE. THROUGH THESE INITIATIVES, WELLSPACE HEALTH CONTINUES TO ADVANCE ITS MISSION OF ACHIEVING REGIONAL HEALTH THROUGH INTEGRATED, INCLUSIVE, AND COMPASSIONATE CARE, ADAPTING TO MEET THE EVOLVING NEEDS OF THE COMMUNITIES IT SERVES.

    Expenses $120,726,950 · Revenue $110,278,109

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

Listed in Part VII

  • A Jonathan Porteus PhD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $619,353
    From this org
    $611,184
    From related orgs
    $0
    Other
    $8,169
    Hours/week
    40 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $439,943
    Bonus
    $165,087
    Other
    $6,154
    Deferred
    $7,500
    Nontaxable benefits
    $669
    Filer's total
    $619,353

  • Olga Thorne

    MD OB GYNECOLOGIST

    Total calculated
    $551,030
    From this org
    $526,407
    From related orgs
    $0
    Other
    $24,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $525,407
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,500
    Nontaxable benefits
    $17,123
    Filer's total
    $551,030

  • Salome Dodge

    DO OB GYNECOLOGIST

    Total calculated
    $466,064
    From this org
    $434,253
    From related orgs
    $0
    Other
    $31,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $433,253
    Bonus
    $1,000
    Other
    $0
    Deferred
    $5,625
    Nontaxable benefits
    $26,186
    Filer's total
    $466,064

  • Prudencio Samson

    PSYCHIATRIST

    Total calculated
    $462,679
    From this org
    $454,510
    From related orgs
    $0
    Other
    $8,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,510
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,500
    Nontaxable benefits
    $669
    Filer's total
    $462,679

  • Jay Curkendall

    MD OB GYNECOLOGIST

    Total calculated
    $450,899
    From this org
    $427,353
    From related orgs
    $0
    Other
    $23,546
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $426,353
    Bonus
    $1,000
    Other
    $0
    Deferred
    $6,706
    Nontaxable benefits
    $16,840
    Filer's total
    $450,899

  • Alison Hastings

    MD OB GYNECOLOGIST

    Total calculated
    $436,602
    From this org
    $405,922
    From related orgs
    $0
    Other
    $30,680
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,922
    Bonus
    $0
    Other
    $0
    Deferred
    $2,387
    Nontaxable benefits
    $28,293
    Filer's total
    $436,602

  • Janine Bera

    CHIEF MEDICAL OFFICER

    Total calculated
    $428,971
    From this org
    $404,699
    From related orgs
    $0
    Other
    $24,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,699
    Bonus
    $0
    Other
    $0
    Deferred
    $6,678
    Nontaxable benefits
    $17,594
    Filer's total
    $428,971

  • Charles Scott Harrod

    DEPUTY CHIEF MEDICAL OFFICER

    Total calculated
    $327,436
    From this org
    $298,134
    From related orgs
    $0
    Other
    $29,302
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,134
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,302
    Filer's total
    $327,436

  • Brenda Shipp

    CHIEF OPERATIONS/COMPLIANCE OFFICER

    Total calculated
    $326,173
    From this org
    $301,060
    From related orgs
    $0
    Other
    $25,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,060
    Bonus
    $0
    Other
    $0
    Deferred
    $7,500
    Nontaxable benefits
    $17,613
    Filer's total
    $326,173

  • Francisco Aguirre

    MEDICAL DIRECTOR OF PEDIATRICS

    Total calculated
    $321,101
    From this org
    $302,824
    From related orgs
    $0
    Other
    $18,277
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $301,824
    Bonus
    $1,000
    Other
    $0
    Deferred
    $768
    Nontaxable benefits
    $17,509
    Filer's total
    $321,101

  • Chue Vang

    CHIEF FINANCIAL OFFICER

    Total calculated
    $270,680
    From this org
    $258,980
    From related orgs
    $0
    Other
    $11,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,980
    Bonus
    $0
    Other
    $0
    Deferred
    $2,004
    Nontaxable benefits
    $9,696
    Filer's total
    $270,680

  • Cordia Losh II

    CHIEF STRATEGY OFFICER

    Total calculated
    $260,314
    From this org
    $257,131
    From related orgs
    $0
    Other
    $3,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,131
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,183
    Filer's total
    $260,314

  • Sean Benedict - Deputy Chief

    OF BEHAVIORAL HEALTH PROGRAMS

    Total calculated
    $220,491
    From this org
    $188,544
    From related orgs
    $0
    Other
    $31,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,544
    Bonus
    $1,000
    Other
    $0
    Deferred
    $2,508
    Nontaxable benefits
    $29,439
    Filer's total
    $220,491

  • Ruzwa Cooper

    PRESIDENT/COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1 related

  • Leah Murphy - First

    VICE PRESIDENT/CONSUMER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joyce Whiten - Second

    VICE PRESIDENT/CONSUMER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Maas

    TREASURER/COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Jim Tilton

    SECRETARY/COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Baker

    CONSUMER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Barcellona

    COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jody Gray

    CONSUMER DIRECTOR (THRU 01/24)

    Total calculated
    $0
    Hours/week
    1

  • Timothy Martin

    CONSUMER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Stewart

    CONSUMER DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

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

  • 1a · Discretionary spending account
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
A. JONATHAN PORTEUS RECEIVED AN AUTO ALLOWANCE. THIS WAS INCLUDED IN TAXABLE INCOME.
PART I, LINE 7:
A. JONATHAN PORTEUS RECEIVED A ONE-TIME BONUS PAYMENT FOR FISCAL YEAR 2022 AND 2023 BASED ON AN ASSESSMENT OF HIS PERFORMANCE.

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.

  • WELLSPACE NEXUS LLC

    HEALTHCARE, WSN IS A RISK BEARING ORGANIZATION (RBO) · CA · income $10,360,742 · assets $3,000,837

    Directly controlled by WELLSPACE HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349318075

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