2022-10-10T16:13:05-05:00 2021-03-31 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2020-04-01 952707101 CLINICA SIERRA VISTA % STEPHEN LESLIE CLIN 6616353050 1430 TRUXTUN AVENUE Suite 400 BAKERSFIELD CA 93301 OLGA MEAVEMD INTERIM CEO 6616353050 2022-07-15 true OLGA MEAVEMD 999009999 Krystal K Creach P01248198 4178658701 2 2020 2022-09-23 18:48:47Z OLGA MEAVE MD 1430 TRUXTUN AVENUE STE 400 BAKERSFIELD CA 93301 179934361 false X WWW.CLINICASIERRAVISTA.ORG X 1971 CA THE MISSION OF CLINICA SIERRA VISTA IS TO PROVIDE QUALITY HEALTH CARE TO THE UNDERSERVED POPULATIONS OF KERN AND FRESNO COUNTIES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 12 12 1256 12 0 0 60080313 66793750 72796825 79371715 1981360 718746 60400 37250 134918898 146921461 0 0 0 0 108197590 102860146 0 0 0 51408430 47711290 159606020 150571436 -24687122 -3649975 127815785 127234798 53929286 56666890 73886499 70567908 X THE MISSION OF CLINICA SIERRA VISTA IS TO PROVIDE QUALITY HEALTH CARE TO THE UNDERSERVED POPULATIONS OF KERN AND FRESNO COUNTIES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. false false 102697391 65994550 CLINICA SIERRA VISTA (CSV) PROVIDES ESSENTIAL MEDICAL SERVICES TO UNDERSERVED, LOW-INCOME, ISOLATED, HOMELESS AND OTHERWISE VULNERABLE PEOPLE IN KERN AND FRESNO COUNTIES. MEDICAL SPECIALTIES INCLUDE FULL SPECTRUM PRIMARY CARE THROUGH FAMILY MEDICINE, OB/GYN, PEDIATRIC, AND OTHER SPECIALTY PHYSICIANS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS AND OTHER ADVANCED PRACTICE PROVIDERS. CSV OFFERS ITS PATIENTS OUTREACH TRANSPORTATION, TRANSLATION, CASE MANAGEMENT, DISEASE MANAGEMENT REGISTRY AND OTHER ENABLING SERVICES TO PROMOTE ACCESS TO EFFECTIVE AND EFFICIENT MEDICAL CARE. CSV PROVIDED 438,000 MEDICAL AND OTHER ENCOUNTERS TO 125,000 PATIENTS IN FISCAL YEAR 2021. 7969938 5121576 CLINICA SIERRA VISTA PROVIDES ESSENTIAL BEHAVIORAL HEALTH SERVICES TO UNDERSERVED, LOW-INCOME, ISOLATED AND OTHERWISE VULNERABLE PEOPLE IN KERN AND FRESNO COUNTIES. BEHAVIORAL HEALTH SERVICES INCLUDE PSYCHIATRY, MEDICATION MANAGEMENT, THERAPY, AND INTEGRATED BEHAVIORAL HEALTH USING DISEASE MANAGEMENT REGISTRIES AND ALLIED HEALTH STAFF TO COORDINATE WITH PRIMARY CARE AND OTHER SPECIALTY MEDICAL PROVIDERS. CLINICA SIERRA VISTA PROVIDED 123,000 BEHAVIORAL HEALTH ENCOUNTERS TO 12,000 PATIENTS IN FISCAL YEAR 2021. 4211010 2706045 CLINICA SIERRA VISTA PROVIDES ESSENTIAL DENTAL HEALTH SERVICES TO UNDERSERVED, LOW-INCOME, ISOLATED AND OTHERWISE VULNERABLE PEOPLE IN KERN AND FRESNO COUNTIES. DENTAL HEALTH SERVICES INCLUDE FULL SPECTRUM PREVENTIVE AND RESTORATIVE CARE INCLUDING EXAMS, X-RAYS, CLEANINGS, FILLINGS, ROOT CANALS, CROWNS AND EXTRACTIONS. CLINICA SIERRA VISTA PROVIDED 58,000 DENTAL ENCOUNTERS TO 20,000 PATIENTS IN FISCAL YEAR 2021. 8635921 5549544 123514260 true true false false false false false false false false true false false true true false false true false false false false false false false false false false false true false false false true false false false false false false false false false true true false false true 268 0 true 1256 true false false false false false false false false false false false false X 12 12 false true false false false false false true true false false true true true true true true true false false CA X STEPHEN LESLIE 6616353050 1430 TRUXTUN AVENUE BAKERSFIELD CA 93301 RYAN JOHNSON PHYSICIAN 40.0 0.0 X 568751 0 36688 RHONDA ROBINSON PHYSICIAN 40.0 0.0 X 494891 0 37477 KAREN TAMMELA PHYSICIAN 40.0 0.0 X 507131 0 18648 SONIA GHAI PHYSICIAN 40.0 0.0 X 490335 0 18272 SALLY WONDERLY PHYSICIAN 40.0 0.0 X 482207 0 23149 OLGA MEAVE INTERIM CEO 40.0 0.0 X 339734 0 38203 STACY FERREIRA INTERIM CEO BEG 4/20 40.0 0.0 X 253823 0 31180 MARCO HORVAT CFO END 04/20 40.0 0.0 X 165011 0 10064 BRIAN HARRIS CEO ENDING 04/20 40.0 0.0 X 76303 0 8805 STEPHEN LESLIE CFO BEG 1/21 40.0 0.0 X 66371 0 1284 CLARIBEL GUTIERREZ PRESIDENT BEG 06/20 1.0 0.0 X X 2155 0 0 MICHAEL COSIMANO BOARD MEMBER 1.0 0.0 X 807 0 0 JOSE J VALDOVINOS BOARD MEMBER 1.0 0.0 X 460 0 0 JUANITA BENAVIDEZ BOARD MEMBER 1.0 0.0 X 368 0 0 PHILIP MELENDEZ MD VICE PRESIDENT BEG 06/20 1.0 0.0 X X 269 0 0 KRIS DELANO SECRETARY BEG 06/20 1.0 0.0 X X 148 0 0 SOCORRO GAETA BOARD MEMBER 1.0 0.0 X 148 0 0 JANIE YADON BOARD MEMBER 1.0 0.0 X 54 0 0 PATRICIA MILLER BOARD MEMBER 1.0 0.0 X 33 0 0 MARIO VALENZUELA BOARD MEMBER 1.0 0.0 X 0 0 0 JERRY SHIPMAN TREASURER/MEMBER 1.0 0.0 X X 0 0 0 ROBERT GERDS BOARD MEMBER 1.0 0.0 X 0 0 0 ROBERTO RIVERA BOARD MEMBER 1.0 0.0 X 0 0 0 3448999 0 223770 8 false true false 0 66050352 743398 66793750 Net Patient Service Revenue 621400 74211045 74211045 INCENTIVE REVENUE 621400 4982057 4982057 Miscellanous Revenue 900099 178613 178613 79371715 1049221 1049221 0 0 80481 43231 37250 0 37250 37250 32626444 12750 32959532 10137 -333088 2613 -330475 -330475 0 0 0 0 0 0 0 0 0 0 146921461 79371715 755996 X 0 0 0 0 995220 995220 0 81325227 71420205 9905022 2842382 2362551 479831 11483605 9469906 2013699 6213712 5100300 1113412 0 1132969 724 1132245 191196 115241 75955 0 0 144290 144290 18494369 15639543 2854826 290716 31086 259630 7641264 4683088 2958176 0 0 4804027 3779273 1024754 765890 236309 529581 0 777852 324374 453478 5138 877 4261 0 0 2785201 786258 1998943 578499 354987 223512 MEDICAL SUPPLIES & DRUGS 8326245 8263695 62550 REPAIRS AND MAINTENANCE 1324386 560160 764226 RECRUITING & RETENTION 269869 269869 LICENSES, DUES, SUBSCRIPTION 179379 115814 63565 150571436 123514260 27057176 0 8627891 10203389 28886892 21082675 8451874 5512909 5622293 7555699 180000 90000 0 0 4090750 3462750 0 165242 177627 414437 64709503 22761736 39359842 41947767 23170070 24747630 0 0 0 0 50000 50000 9198546 12002300 127815785 127234798 17723897 15621180 0 0 1291573 1511817 0 0 0 0 0 0 69731 5157 179055 1425949 34665030 38102787 53929286 56666890 X 73314014 69914085 572485 653823 73886499 70567908 127815785 127234798 -3649975 466041 -134657 X false true X true true true X 50337803 53534463 52039309 60080313 66793750 282785638 0 0 50337803 53534463 52039309 60080313 66793750 282785638 0 282785638 624125 797296 1456609 1678560 1129702 5686292 0 0 288471930 386547025 0.98029 0.98210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3781690 3781690 42190333 12856103 29334230 4666090 1187610 3478480 9810756 8718023 1092733 4260634 4260634 41947767 Est. due from third-party 11496505 Deposits 265717 Other Receivables 240078 12002300 0 EST. DUE TO THIRD PARTY 38102787 38102787 147202492 466041 -123308 342733 146859759 61702 61702 146921461 150467764 40618 40618 150427146 144290 144290 150571436 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON LINE 1, BUT NOT FORM 990, PART VIII, LINE 12: $ (144,290) INVESTMENT MANAGEMENT FEES 304,774 NET ASSETS RELEASED FROM RESTRICTIONS ------------ $ (123,308) SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT LINE 1: $ 2,613 LOSS ON DISPOSAL OF ASSETS 102,320 TEMPORARILY RESTRICTED CONTRIBUTIONS ( 43,231) RENTAL EXPENSES ------------ $ 61,702 SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1, BUT NOT FORM 990, PART IX, LINE 25: $ (2,613) LOSS ON DISPOSAL OF ASSETS 43,231 RENTAL EXPENSES X X X X X X false true false false false false false false false STACY FERREIRA INTERIM CEO BEG 4/20 228883 0 0 0 24940 0 14978 0 16202 0 285003 0 0 0 MARCO HORVAT CFO END 04/20 26062 0 0 0 138949 0 1191 0 8873 0 175075 0 0 0 RYAN JOHNSON PHYSICIAN 400281 0 30115 0 138355 0 13551 0 23137 0 605439 0 0 0 KAREN TAMMELA PHYSICIAN 455730 0 76 0 51325 0 10583 0 8065 0 525779 0 0 0 RHONDA ROBINSON PHYSICIAN 343047 0 30152 0 121692 0 14340 0 23137 0 532368 0 0 0 SONIA GHAI PHYSICIAN 418449 0 10057 0 61829 0 10207 0 8065 0 508607 0 0 0 SALLY WONDERLY PHYSICIAN 422071 0 76 0 60060 0 10475 0 12674 0 505356 0 0 0 OLGA MEAVE INTERIM CEO 302860 0 10400 0 26474 0 15066 0 23137 0 377937 0 0 0 KAREN TAMMELA EMPLOYEE PROVIDER LOAN X 150000 86538 false true true 86538 FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION: IT SHALL BE THE MISSION OF CLINICA SIERRA VISTA TO PROVIDE HIGH QUALITY AND COMPREHENSIVE PRIMARY AND PREVENTATIVE HEALTH CARE SERVICES AS THE MOST EFFICIENT COST TO UNDERSERVED POPULATIONS OF KERN, FRESNO AND INYO COUNTIES REGARDLESS OF ABILITY TO PAY AND TO SEEK NECESSARY RESOURCES TO MEET THE GROWING HEALTH CARE DEMANDS WHILE MAINTAINING THE CORPORATION'S FINANCIAL INTEGRITY. WE STRONGLY BELIEVE IN EVERYONE'S RIGHT TO QUALITY HEALTH CARE. THEREFORE, NO ONE IS DENIED SERVICES BASED ON RACE, RELIGION, ETHNICITY, SEX, AGE, DISABILITY OR ECONOMIC STATUS. FORM 99O, PART III, LINE 4B BEHAVIORAL AND MENTAL HEALTH SERVICES: IN ADDITION, SEVERAL COMMUNITY HEALTH CENTERS THROUGHOUT BOTH COUNTIES ARE STAFFED WITH INTEGRATED SOCIAL WORK TO PROVIDE LIGHT THERAPY AND OTHER SOCIAL WORK SERVICES TO OUR PATIENTS. WE CAN ALSO BE FOUND ON MANY SCHOOL CAMPUSES. IN BOTH COUNTIES, OUR SPECIALTY BEHAVIORAL HEALTH CENTERS OFFER SPECIFIC TEAMS FOR CHILDREN (AGES 3-18) AND ADULTS (AGES 18+) WITH MENTAL/BEHAVIORAL HEALTH AND/OR SUBSTANCE USE PROBLEMS. ALL SERVICES ARE PROVIDED IN THE CLIENT'S PREFERRED LANGUAGE. FORM 990, PART III, LINE 4C DENTAL SERVICES: CLINICA SIERRA VISTA BELIEVES THAT EVERYONE IN THE COMMUNITIES WE SERVE SHOULD HAVE ACCESS TO QUALITY HEALTH CARE. WE HAVE TWO FULLY EQUIPPED, 40-FOOT MOBILE UNITS THAT TAKE OUR DENTAL AND MEDICAL PROFESSIONALS WHERE THEY ARE NEEDED MOST. OUR UNITS HAVE VISITED SCHOOLS, OFFERING FIRST-TIME CHECKUPS TO THOUSANDS OF CHILDREN, AS WELL AS THE HOMELESS ON THE STREETS AND FARM WORKERS IN THE FIELDS. FORM 990, PART III, LINE 4D ADDITIONAL PROGRAM SERVICES: CLINICA SIERRA VISTA PROVIDES NUTRITION EDUCATION AND SUPPLEMENTAL FOODS TO SAFEGUARD THE HEALTH OF LOW-INCOME PREGNANT, BREASTFEEDING, AND POSTPARTUM WOMEN, AND TO INFANTS AND CHILDREN. THIS PROGRAM IS FUNDED PRIMARILY THROUGH THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN (WIC). FORM 99O, PART VI, SECTION a, line 3 DELEGATION OF MANAGEMENT DUTIES: THE ORGANIZATION ENGAGED COMMUNITY LINK CONSULTING TO PROVIDE CFO SERVICES WHILE LOOKING FOR A NEW CFO. COMMUNITY LINK CONSULTING HAD MANAGEMENT DUTIES FROM 04/20 TO 01/21. FORM 99O, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENT AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE CONTROLLER COMPILES AND VERIFIES 990 DATA. A FINAL DRAFT IS REVIEWED AND APPROVED BY THE CEO, CFO, AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: CLINICA SIERRA VISTA HAS A CONFLICT OF INTEREST POLICY AND EMPLOYEE CONDUCT IN THE EMPLOYEE HANDBOOK. EACH EMPLOYEE IS GIVEN THE HANDBOOK AND THIS POLICY IS ALSO REVIEWED WITH EACH NEW HIRE. OUR POLICY REQUIRES EMPLOYEES TO REQUEST APPROVAL FOR OUTSIDE EMPLOYMENT. IT REQUIRES DISCLOSURE OF POTENTIAL PERSONAL AND PROFESSIONAL CONFLICTS, AND PROHIBITS EMPLOYEES FROM ENGAGING IN BUSINESS TRANSACTIONS THAT RESULT IN PERSONAL GAIN. THE HUMAN RESOURCES DEPARTMENT AND SUPERVISORS MONITOR THE ADHERENCE TO THIS POLICY. THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A & 15B EXECUTIVE COMPENSATION POLICY: COMPENSATION FOR THE CEO IS DETERMINED AND APPROVED BY CLINICA SIERRA VISTA'S BOARD OF DIRECTORS. THE CEO DETERMINES AND APPROVES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BASED ON BOARD APPROVED SALARY SCHEDULE AND INDIVIDUAL'S QUALIFICATIONS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE: ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES AND SERVICES TOTAL FEES:4872708 FORM 990 PART IX LINE 11G DESCRIPTION:CUSTODIAL SERVICES TOTAL FEES:2319310 FORM 990 PART IX LINE 11G DESCRIPTION:PSYCHIATRIST FEES TOTAL FEES:2271570 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:1717559 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE LAB FEES TOTAL FEES:1490282 FORM 990 PART IX LINE 11G DESCRIPTION:TEMP EMPLOYMENT SERVICES TOTAL FEES:1488997 FORM 990 PART IX LINE 11G DESCRIPTION:SECURITY TOTAL FEES:1427668 FORM 990 PART IX LINE 11G DESCRIPTION:INTERPRETING SERVICES TOTAL FEES:1036967 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICE FEES TOTAL FEES:985421 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER CONTRACTING FEES TOTAL FEES:320856 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL SERVICES TOTAL FEES:226679 FORM 990 PART IX LINE 11G DESCRIPTION:DENTAL FEES TOTAL FEES:182710 FORM 990 PART IX LINE 11G DESCRIPTION:PHARMACY TOTAL FEES:153642 CLINICA SIERRA VISTA FOUNDATION 1430 TRUXTUN AVE STE 400 BAKERSFIELD CA 93301 474328195 SUPPORT CA 501(C)(3) 7 NA true false false false false false false false false false false false false false false false false false true