2021-05-16T18:17:45-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2019-07-01 330664371 SAC HEALTH SYSTEM SACH 9097712826 250 S G STREET SAN BERNARDINO CA 92410 JOHN SKELTON CFO 9097712826 2021-05-12 1 KURT J BENNION CPA P01469618 4252506100 2021-05-12 2019 2022-09-23 18:48:47Z JASON LOHR 250 S G STREET SAN BERNARDINO CA 92410 61693339 0 X WWW.WEARESACHS.ORG X 1995 CA PROVIDE COMMUNITIES WITH PRIMARY HEALTH CARE SERVICES, DENTAL CARE & BEHAVIORAL MEDICINE SERVICES. 11 11 453 12 0 0 13395586 16648528 39360790 42094698 2737 3887 705732 2946226 53464845 61693339 2585 0 0 0 23238417 28514401 107720 125040 125040 29763006 32354681 53111728 60994122 353117 699217 15000277 21392983 9612277 15280917 5388000 6112066 X TO REFLECT THE HEALING MINISTRY AND LOVE OF JESUS CHRIST THROUGH HEALTHCARE, EDUCATION, AND PARTNERSHIPS THAT EMPOWER OUR COMMUNITIES TO FLOURISH. 0 0 49520530 0 36572823 SACHS IS COMMITTED TO PROVIDING ACCESSIBLE INTEGRATED HEALTHCARE (I.E. MEDICAL, DENTAL & BEHAVIORAL HEALTH) TO ALL THOSE IN NEED IN THE SAN BERNARDINO COUNTY. SACHS EMPOWERS FAMILIES TO LIVE VIBRANT AND HEALTHY LIVES THROUGH THE DELIVERY OF CULTURALLY SENSITIVE AND HIGH QUALITY, COMPREHENSIVE SERVICES. 4399691 0 0 TEACHING HEALTH CENTER GRADUATE MEDICAL EDUCATION - HRSA FUNDED PRIMARY CARE RESIDENCY PROGRAMS WHICH INCLUDE FAMILY MEDICINE, INTERNAL MEDICINE, OB & GYN, PSYCHIATRY. IT HELPS BUILD HEALTHY COMMUNITIES BY SUPPORTING QUALIFIED HEALTHCARE PROVIDERS DEDICATED TO WORKING IN EDUCATION EXPENSES FOR TRAINING RESIDENTS IN NEW OR EXPANDING COMMUNITY BASED PRIMARY CARE RESIDENCY PROGRAMS. 1220124 0 5521875 IEHP'S BEHAVIORAL HEALTH INTEGRATION & COMPLEX CARE INITIATIVE GRANT - THE GRANT'S OBJECTIVE IS TO TRANSFORM PROVIDER'S CLINICAL PRACTICES IN 5 KEY AREAS WHICH INCLUDES ASSESSMENT PROCESSES, CARE PLANNING, SERVICE DELIVERY PRACTICES, POPULATION HEALTH CARE MANAGEMENT & HEALTH PROMOTION/PATIENT EXPERIENCE. IT SUPPORTS PRIMARY & BEHAVIORAL HEALTH CARE INTEGRATION (I.E. TEAM BASED CARE). THE GRANT PAYS FOR PERSONNEL INVOLVED IN THE OPERATION OF THE GRANT, AS WELL AS INDIRECT EXPENSES SUCH AS OFFICE SUPPLIES. 1141951 0 0 HRSA FULL 330 HEALTH CENTER PROGRAM GRANT. SACHS IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) RECEIVING A GRANT UNDER SECTION 330 OF THE PUBLIC HEALTH SERVICE (PHS) ACT (42 UNITED STATES CODE SECTION 254A). FQHCS ARE PAID BASED ON THE FQHC PROSPECTIVE PAYMENT SYSTEM (PPS) FOR MEDICALLY-NECESSARY PRIMARY HEALTH SERVICES AND QUALIFIED PREVENTIVE HEALTH SERVICES FURNISHED BY AN FQHC PRACTITIONER. 1141951 0 0 56282296 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 453 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X DEL DENISE MORENO 9097712826 250 S G STREET SAN BERNARDINO CA 92410 DR JASON LOHR PRESIDENT & CEO 40.00 X 355265 0 55026 LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 40.00 X 192303 0 52648 TAMARA BACHMAN CHIEF HUMAN RESOURCES OFFICER (THROUGH FEB 2020) 40.00 X 181607 0 52009 DR MARYELLEN WESTERBERG VICE PRESIDENT & COO 40.00 X 167481 0 37643 GERRARD GIER VICE PRESIDENT & CIO 40.00 X 188625 0 13486 ARMINDA ROBLES DENTIST 40.00 X 171296 0 23751 JANE ATKINS CHIEF QUALITY & COMPLIANCE OFFICER 40.00 X 156064 0 38910 YVETTE FELIPE DENTIST 40.00 X 157343 0 36160 HANG LEE NURSE PRACTITIONER 40.00 X 123804 0 36674 RANDY STINNETT PROVIDER MANAGER INTERIM 40.00 X 134116 0 22537 OSCAR LOPEZ DENTIST 40.00 X 141791 0 11797 JOHN SKELTON VICE PRESIDENT & CFO 40.00 X 123687 0 21891 RODNEY NEAL BOARD CHAIRMAN 0.80 X X 0 0 0 DR ERIC NGO BOARD SECRETARY 0.80 X X 0 0 0 RAUL CASTILLO BOARD TREASURER 0.80 X X 0 0 0 ANN ATKINSON BOARD MEMBER 0.50 X 0 0 0 DR JUAN CARLOS BELLIARD BOARD MEMBER (THROUGH JAN 2020) 0.50 X 0 0 0 OLU TOMI DANIEL BOARD MEMBER 0.50 X 0 0 0 DR RICHARD HART BOARD MEMBER 0.50 X 0 0 0 DR MARILYN HERRMANN BOARD MEMBER 0.50 X 0 0 0 MATT LIST BOARD MEMBER 0.50 X 0 0 0 PAT MORRIS BOARD MEMBER 0.50 X 0 0 0 MAGDALENA WIESNER BOARD MEMBER 0.50 X 0 0 0 ELAINE ZUCCO BOARD MEMBER 0.50 X 0 0 0 2093382 0 402532 21 0 1 0 FACULTY PHYSICIANS & SURGEONS OF LLUSM 350 E COMMERCIAL RD 101 SAN BERNARDINO CA 92408 PHYSICIAN SERVICES 11270980 LLU HEALTH EDUCATION CONSORTIUM 11165 MOUNTAIN VIEW AVE LOMA LINDA CA 92350 RESIDENTS CONTRACTOR 4031913 LLU SCHOOL OF DENTISTRY 11092 ANDERSON STREET LOMA LINDA CA 92350 DENTAL SERVICES 650455 518 MEDICAL PROFESSIONALS PO BOX 910569 SAN DIEGO CA 921910569 PROFEFSSIONAL STAFFING SERVICES 586179 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 262636 12 8844178 7804350 800000 16648528 PATIENT CARE REVENUE 621400 36122090 36122090 CAPITATION REVENUE 621400 5972608 5972608 42094698 3887 3887 OTHER INCOME 900099 2946226 2946226 2946226 61693339 42094698 0 2950113 X 2213971 2213971 19295804 10477745 8818059 1109243 703574 405669 4324322 2388603 1935719 1571061 795091 775970 276044 276044 50125 50125 125040 125040 19374615 16278358 3096257 727213 310350 416863 798103 383474 414629 7328842 5719897 1608945 26324 14020 12304 62634 19864 42770 416943 289744 127199 228684 1576 227108 MEDICAL SUPPLIES 2182786 2094937 87849 EQUIPMENT 495008 217993 277015 OTHER PROGRAM COSTS 103023 59773 43250 FOOD 99167 7831 91336 185170 16519466 -16334296 60994122 56282296 4586786 125040 1543043 9257167 725542 780917 4408479 3145603 3651659 4277484 1737150 496231 73812 86480 157939 234594 5899510 3724371 2150375 2175139 552278 939368 15000277 21392983 5747658 8565932 1763786 4599190 334703 458378 1765530 1656817 600 600 9612277 15280917 X 4661124 5325876 726876 786190 5388000 6112066 15000277 21392983 699217 24849 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122643 5263 127906 74782 43615 4246 122643 70216 4566 74782 66572 3644 70216 63259 3313 66572 0.00000 0.10000 0.90000 0 0 3207704 1950680 1257024 10700 10700 0 2679555 1762991 916564 1551 1551 2175139 DEPOSITS 600 600 X 62558922 900000 36272 936272 61622650 70689 70689 61693339 61894122 900000 900000 60994122 0 60994122 PART V, LINE 4: THE ENDOWMENT'S PRINCIPAL MAY NOT BE SPENT, BUT THE INCOME CAN BE EXPENDED AS OPERATING FUNDS FOR THE SACHS CLINICS. PART X, LINE 2: THE ORGANIZATION IS A PRIVATE NONPROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA. THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE BY THE IRS AND FRANCHISE TAX BOARD, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 74010, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, WHICH HAS NO FINANCIAL STATEMENT IMPACT TO THE ORGANIZATION. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 OR 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 36,272. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS WITH DONOR RESTRICTIONS 70,689. X X 1 AM DEVELOPMENT GROUP 10250 FARMINGTON STREET OAK HILLS CA 92344 CONSULTANT & GRANT WRITER 0 7486173 125040 7361133 7486173 125040 7361133 CA MD X X X 1 0 0 0 0 0 0 0 0 DR JASON LOHR PRESIDENT & CEO 355163 0 102 0 0 0 22400 0 32626 0 410291 0 0 0 LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 192202 0 101 0 0 0 15654 0 36994 0 244951 0 0 0 TAMARA BACHMAN CHIEF HUMAN RESOURCES OFFICER (THROUGH FEB 2020) 181506 0 101 0 0 0 13600 0 38409 0 233616 0 0 0 DR MARYELLEN WESTERBERG VICE PRESIDENT & COO 167380 0 101 0 0 0 11984 0 25659 0 205124 0 0 0 GERRARD GIER VICE PRESIDENT & CIO 168524 0 20101 0 0 0 13245 0 241 0 202111 0 0 0 ARMINDA ROBLES DENTIST 171195 0 101 0 0 0 13743 0 10008 0 195047 0 0 0 JANE ATKINS CHIEF QUALITY & COMPLIANCE OFFICER 155963 0 101 0 0 0 12658 0 26252 0 194974 0 0 0 YVETTE FELIPE DENTIST 157242 0 101 0 0 0 12177 0 23983 0 193503 0 0 0 HANG LEE NURSE PRACTITIONER 123695 0 109 0 0 0 10668 0 26006 0 160478 0 0 0 RANDY STINNETT PROVIDER MANAGER INTERIM 134008 0 108 0 0 0 10514 0 12023 0 156653 0 0 0 OSCAR LOPEZ DENTIST 141683 0 108 0 0 0 11335 0 462 0 153588 0 0 0 X 6974 800000 INVOICE PRICE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN B IS THE NUMBER OF ITEMS RECEIVED, RATHER THAN THE NUMBER OF DONATIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD'S CHAIR AND SECRETARY, AS WELL AS THE CHAIRS OF ALL STANDING COMMITTEES. THE AFFAIRS AND MANAGEMENT OF THE ORGANIZATION ARE SUPERVISED BY THE EXECUTIVE COMMITTEE, WHICH HAS POWER TO TRANSACT ALL REGULAR BUSINESS OF THE ORGANIZATION AND HAS THE FULL AUTHORITY OF THE BOARD DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD, SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD AND SUBJECT TO THE LIMITATIONS OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. ADDITIONALLY, EVERY TWO YEARS, THE EXECUTIVE COMMITTEE REVIEWS THE BYLAWS AND RECOMMENDS REVISIONS AS NECESSARY TO ENSURE COMPLIANCE WITH APPLICABLE STATUTES, REGULATIONS, LICENSING AND ACCREDITATION REQUIREMENTS. THE EXECUTIVE COMMITTEE ALSO RECOMMENDS TO THE BOARD NOMINEES FOR DIRECTORS AND MAY RECOMMEND NOMINEES FOR THE OFFICERS OF THE ORGANIZATION. THE ACTIONS OF THE EXECUTIVE COMMITTEE MUST NOT SUPERSEDE THE FULL HEALTH CENTER GOVERNING BOARD'S AUTHORITIES, FUNCTIONS AND RESPONSIBILITIES. FORM 990, PART VI, SECTION A, LINE 3 CMO AND ASSISTANT CMO SERVICES ARE PROVIDED THROUGH A SERVICE AGREEMENT WITH FACULTY AND PHYSICIAN SERVICES OF LOMA LINDA UNIVERSITY, A SUBSIDIARY OF LOMA LINDA UNIVERSITY HEALTH. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE IRS, THE FORM 990 WAS REVIEWED BY MANAGEMENT. A COPY WILL BE PROVIDED TO ANY BOARD MEMBER WHO REQUESTS IT. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM BOARD MEMBERS, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD MEMBERS MAKE THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. AN INDIVIDUAL WITH A CONFLICT WOULD RECUSE THEM SELF FROM DISCUSSIONS, DECISION AND VOTE, ON ANY ISSUE FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 SAC HEALTH SYSTEM HAD AN EVALUATION BY THE SACHS' HUMAN RESOURCES DEPARTMENT FOR EXECUTIVE COMPENSATION AND DETERMINED THERE IS NO EMPLOYMENT AGREEMENT OR CONTRACT. SACHS HR DOES A COMPENSATION SURVEY FOR CEO, CFO, COO AND CIO PAY, AND BOARD APPROVES SALARY. MARKET RATE ANALYSIS OF EXECUTIVE PAY BY USING REGIONAL COMPARATIVE DATE AND RATES ARE RECOMMENDED FOR APPROVAL BY THE BOARD. THE CURRENT WAGE SCALE REMAINS THE SAME BASED ON REVIEW IN 2018. FORM 990, PART VI, SECTION C, LINE 19 SAC HEALTH SYSTEM MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. THE FINANCIAL INFORMATION IS INCLUDED IN THE IRS FORM 990 WHICH IS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 16,278,358. MANAGEMENT AND GENERAL EXPENSES 3,096,257. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,374,615.