2023-11-15T21:15:56-06:00 2022-12-31 330700332 VASQUEZ COMPANY LLP 655 N CENTRAL AVENUE STE 1550 GLENDALE CA 91203 990 2022-01-01 952810095 ALTAMED HEALTH SERVICES CORPORATION ALTA 3237258751 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 JOSE U ESPARZA EVP OF FINANCE/CFO 3237258751 2023-11-14 1 JOSE ESPARZA 999009999 0 REGINA L PRINCE CPA P00576936 2138731700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSE U ESPARZA 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 1385864218 0 X HTTP://WWW.ALTAMED.ORG X 1970 CA SEE SCHEDULE O : TO ELIMINATE DISPARITIES IN HEALTH CARE ACCESS AND OUTCOMES BY PROVIDING SUPERIOR QUALITY HEALTH AND HUMAN SERVICES THROUGH AN INTEGRATED WORLD-CLASS DELIVERY SYSTEM FOR LATINO, MULTI-ETHNIC AND UNDERSERVED COMMUNITIES IN SOUTHERN CALIFORNIA.VISION: TO BE THE LEADING COMMUNITY-BASED PROVIDER OF QUALITY HEALTH CARE AND HUMAN SERVICES. 9 9 4746 9 135493 106129 54978241 72006659 849228193 1042173219 44007910 17543725 105922017 117954502 1054136361 1249678105 50247750 1024081 0 0 344326453 400603581 0 334003 6137230 608279203 711850682 1002853406 1113812347 51282955 135865758 1171212102 1293422751 419128933 516972614 752083169 776450137 X TO ELIMINATE DISPARITIES IN HEALTH CARE ACCESS AND OUTCOMES BY PROVIDING SUPERIOR QUALITY HEALTH AND HUMAN SERVICES THROUGH AN INTEGRATED WORLD-CLASS DELIVERY SYSTEM FOR LATINO, MULTI-ETHNIC UNDERSERVED COMMUNITIES IN SOUTHERN CALIFORNIA. 0 0 682425458 1024081 687689020 MEDICAL & DENTAL SERVICES ALTAMED OPERATES 31 PRIMARY CARE AND DENTAL CLINICS IN LOS ANGELES COUNTY (24 CLINICS) AND ORANGE COUNTY (7 CLINICS), IN ADDITION TO TWO MOBILE UNITS THAT OFFER MEDICAL, DENTAL, AND COMMUNITY OUTREACH SERVICES. IN 2022, ALTAMED PROVIDED A MEDICAL HOME TO OVER 245,000 PATIENTS RESIDING PRIMARILY IN HISTORICALLY UNDERINVESTED IMMIGRANT COMMUNITIES IN WHICH ITS RESIDENTS FACE STUBBORN OBSTACLES TO CARE AND POSITIVE HEALTH OUTCOMES INCLUDING DISPROPORTIONATELY HIGHER CHRONIC DISEASE BURDENS. OVER 50,700 CHILDREN AND ADULTS ACCESSED ORAL HEALTH SERVICES THROUGH ALTAMED'S 10 DENTAL CLINICS, 1 MOBILE MEDICAL/DENTAL UNIT, AND 6 PORTABLE ORAL HEALTH UNITS THAT PROVIDED ORAL EXAMS, FLUORIDE TREATMENTS, PROPHYLAXIS, RESTORATIVE SERVICES, REHABILITATIVE SERVICES, EXTRACTIONS/OTHER SURGERY PROCEDURES, SEALANTS, AND EMERGENCY SERVICES. INDEPENDENT PROVIDERS CONTRACTED THROUGH ALTAMED'S INDEPENDENT PRACTICE ASSOCIATION (IPA) AND PRACTICING IN ALTAMED CATCHMENT AREAS ALSO SERVED AN ADDITIONAL 85,000 PATIENTS THROUGHOUT LOS ANGELES AND ORANGE COUNTIES IN 2022. THESE PATIENTS SERVED OUTSIDE OF ALTAMED CLINIC WALLS RECEIVED CARE AND COORDINATION THROUGH AN ALTAMED IPA PHYSICIAN NETWORK THAT INCLUDES PRIMARY CARE PHYSICIANS, SPECIALISTS AND SUB-SPECIALISTS--INCLUDING DENTISTRY, INFECTIOUS DISEASES, PEDIATRIC ENDOCRINOLOGY, AND PSYCHIATRYAND ANCILLARY SERVICE PROVIDERS SUCH AS SKILLED NURSING FACILITIES, RADIOLOGY, HOME HEALTH, HOSPICE, URGENT CARE, PHYSICAL THERAPY, AND PHARMACIES. 289421428 352234774 SENIOR SERVICES ALTAMED'S 11 PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) SITES ALLOW OVER 4,000 NURSING-HOME ELIGIBLE FRAIL AND ELDERLY SENIORS AND DISABLED ADULTS TO CONTINUE SAFELY LIVING IN THEIR COMMUNITIES. PACE'S UNIQUELY INTEGRATIVE MODEL ADDRESSES PARTICIPANTS' COMPLEX AND COMPREHENSIVE MEDICAL AND SOCIAL NEEDS BY SURROUNDING THE PACE MEMBER WITH A TEAM OF INTERDISCIPLINARY, CULTURALLYRESPONSIVE CARE PROVIDERS THAT INCLUDE PHYSICIANS, NURSES, PHARMACISTS, SOCIAL WORKERS, NUTRITIONISTS, THERAPISTS, AND HEALTH EDUCATORS. SERVICES INCLUDE PRIMARY CARE/GERIATRIC MEDICINE, NURSING CARE, REHABILITATION THERAPY, FAMILY SUPPORT INTERVENTIONS, COUNSELING, MEDICATION MANAGEMENT, NUTRITION EDUCATION, SOCIAL ACTIVITIES, AND "DOOR THROUGH DOOR" TRANSPORTATION SERVICES TO PARTICIPANTS' HOMES AND TO SPECIALTY CARE MEDICAL APPOINTMENTS. COORDINATED SERVICES ENSURE THE MEMBER CONTINUES TO ENJOY THE BENEFITS AND COMFORTS OF AGING IN PLACE, AS LONG AS POSSIBLE. THE PACE MODEL EMBODIES THE PHILOSOPHY OF CARE AND THE CORE VALUES OF ALTAMED: PATIENTCENTERED AND ENGAGING, PACE IS RESPONSIVE TO THE RANGE OF WHOLE-PERSON NEEDS OF ITS PATIENTS BEYOND MEDICAL CARE THAT INCLUDE ONGOING SOCIAL, EMOTIONAL, SPIRITUAL, AND CULTURAL NOURISHMENT TO KEEP THEM HEALTHY, ACTIVE, AND OUT OF EMERGENCY ROOMS AND EXTENDED HOSPITAL STAYS. 13627692 2249425 HIV CARE AND SERVICES WITH TWO DECADES OF EXPERIENCE AS A RYAN WHITE PART C PROVIDER, ALTAMED SERVES OVER 1,500 HIV-POSITIVE PATIENTS EACH YEAR AT FOUR DEDICATED HIV PRIMARY CARE CLINICS IN LATINX COMMUNITIES IN LOS ANGELES AND ORANGE COUNTIES. ALTAMED IS A LONG-STANDING RYAN WHITE AND MINORITY AIDS INITIATIVE PROVIDER THAT ALSO HAS LONGTIME EXPERIENCE ADMINISTERING EVIDENCE-BASED, HIV PREVENTION INTERVENTIONS AND PROGRAMMING AT INDIVIDUAL-, POPULATION-, AND SYSTEMS-LEVELS THROUGH MULTI-YEAR CDC PREVENTION GRANTS AND OTHER LOCAL, STATE, AND FEDERAL CONTRACTS. 9242820 YOUTH SERVICES - ALTAMED PROVIDES AN ARRAY OF YOUTH SERVICES TO OVER 1,200 AT-RISK TEENS AND YOUNG ADULTS IN MEDICALLY-UNDERSERVED COMMUNITIES EACH YEAR. SERVICES INCLUDE: PREGNANCY AND STD PREVENTION PROGRAMS, FAMILY PLANNING, HEALTH EDUCATION AND INFORMATION WORKSHOPS, LINKAGES TO CLINICAL SERVICES, CASE MANAGEMENT FOR PREGNANT/PARENTING TEENS, PARENTING EDUCATION, SUPPORT FOR PARENTING TEENS TO HELP THEM STAY IN SCHOOL AND LIFE-SKILLS DEVELOPMENT. ALTAMED ALSO PROVIDES INTENSIVE TUTORING FOR HIGH SCHOOL STUDENTS, MENTORSHIP, GUIDANCE INTO COLLEGE AND TECHNICAL SCHOOLS, AND WORKFORCE DEVELOPMENT WITH CAREER PIPELINES IN THE MEDICAL FIELD.THE ALTAMED INSTITUTE FOR HEALTH EQUITY (AIHE). THROUGH INNOVATION AND COMMUNITY ENGAGEMENT, THE WORK OF THE INSTITUTE IS TO ADDRESS A WIDE ARRAY OF HEALTH INEQUITIES THAT DISPROPORTIONATELY AFFECT RACIAL AND ETHNIC GROUPS, INCLUDING ADDRESSING THE MULTIPLE SOCIAL DETERMINANTS OF HEALTH WHICH LEAD TO DISPARITIES IN CLINICAL OUTCOMES. ALTAMED'S PATIENT POPULATION IS OVERWHELMINGLY FROM RACIAL/ETHNIC MINORITIES INCLUDING INDIVIDUALS WITH LIMITED ENGLISH PROFICIENCY THAT SUFFER DISPROPORTIONATELY FROM HEALTH DISPARITIES. THROUGH TRANSLATIONAL RESEARCH, GRANTS, AND STRATEGIC PARTNERSHIPS, THE INSTITUTE IS DEVELOPING EVIDENCE-BASED STRATEGIES TO IMPROVE PATIENT CARE. THE INSTITUTE REPRESENTS THE ESTABLISHMENT OF CRITICAL RESOURCES TO ADVISE ALTAMED HEALTH SERVICES ON SYSTEMATICALLY ADDRESSING KEY ISSUES IN HEALTH EQUITY BY DEVELOPING AND ADVANCING CONSENSUS STRATEGIES THAT ARE EFFECTIVE, SUSTAINABLE AND THAT CAN BE IMPLEMENTED LOCALLY.ALTAMED OFFERS 9 SPECIALTY CARE SERVICES TO REMOVE THE BARRIERS TO CARE MANY WERE EXPERIENCING WHEN TRYING TO ACCESS THESE MUCH NEEDED SERVICES. EXPANSION OF THE WORKFORCE PIPELINES CONTINUE TO EDUCATE AND TRAIN COMMUNITY MEMBERS IN MA, LVN, AND NURSE CAREER PATHWAYS. ALTAMED HAS GROWN THE NEWLY FORMED CIVIC ENGAGEMENT DEPARTMENT TO ADDRESS SOCIAL DETERMINANTS OF HEALTH AND TRAIN COMMUNITY MEMBERS ON HOW TO ADVOCATE AT THE GRASSROOTS LEVEL FOR INCREASED AND PARTICULAR HEALTH ACCESS AND REFORMS, AND ENCOURAGE COMMUNITY TO GET INVOLVED WITH LOCAL ISSUES AND VOTE. 9242820 994717398 1 1 0 1 0 0 0 1 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 890 0 1 4746 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOSE U ESPARZA EVP OF FINANCECFO 3237258751 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 RICARDO ROBLES BOARD SECRETARY 1.60 0.00 X X 0 0 0 MARIA GRIMALDO CONSUMER BOARD MEMBER 1.20 0.00 X 0 0 0 JOSEPH GOMEZ CONSUMER BOARD MEMBER 1.60 0.00 X 0 0 0 ADOLFO CHANEZ BOARD MEMBER 1.60 0.00 X 0 0 0 NADIA ALVAREZ CONSUMER BOARD MEMBER 1.20 0.00 X 0 0 0 MARC VICTOR INTERIM BOARD TREASURER 1.60 0.00 X X 0 0 0 JOSE AVALOS MD BOARD CHAIR 1.60 0.00 X X 0 0 0 LUCY HERRERA CONSUMER BOARD MEMBER 1.20 0.00 X 0 0 0 VICTOR OLMOS BOARD MEMBER 1.20 0.00 X 0 0 0 CASTULO DELA ROCHA JD PRESIDENT & CEO 40.00 3.00 X 1404966 0 42620 JOSE U ESPARZA EVP FINANCE & CFO 40.00 1.00 X 673963 0 56109 ZOILA ESCOBAR EVP, CHIEF ADMIN OFFICER 40.00 1.00 X 686265 0 42620 ANNA TRAN SR. STRATEGY EXECUTIVE 40.00 0.00 X 962533 0 32397 EFRAIN TALAMANTES SVP, HS CHIEF OPERATING OF 40.00 0.00 X 683943 0 86956 ESIQUIO CASILLAS VP, MEDICAL DIRECTOR, PACE 40.00 0.00 X 657033 0 65922 RICO CRISTIAN INTERIM CMO 40.00 2.00 X 637469 0 86956 MARCO DE LA ROCHA PRESIDENT OF AHN 40.00 0.00 X 739874 0 20558 PARHAM NAGHDECHI HOSPITALIST 40.00 0.00 X 541745 0 72956 SEEMA KAMAL SVP GENERAL COUNSEL 40.00 0.00 X 562708 0 27000 CHRISTOPHER BUI AVP, CHIEF MEDICAL OFFICER 40.00 0.00 X 646377 0 44052 MELANIE LIN MEDICAL DIRECTOR 40.00 0.00 X 604902 0 28181 HENRY HOLGUIN FORMER SVP, GENERAL COUNSEL 40.00 1.00 X 1055124 0 0 9856902 0 606327 859 1 1 0 CROSS COUNTRY WORKFORCE SOLUTIONS GROUP 6551 PARK OF COMMERCE BLVD BOCA RATON FL 33487 STAFFING AGENCY 19570062 CHILDRENS HOSPITAL LA MEDICAL GROUP 3701 WILSHIRE BLVD LOS ANGELES CA 90010 MEDICAL SERVICES 17794923 SENSIS INC 1651 S CENTRAL AVE GLENDALE CA 91204 MARKETING 7352865 HEALTH TALENT 2 26090 TOWNE CENTER DIVE FOOTHILL RANCH CA 92610 STAFFING AGENCY 6928883 VINCOR CONSTRUCTION INC 2651 SATURN STREET BREA CA 92821 CONSTRUCTION 3435778 147 51146 55119819 16835694 170016 72006659 MANAGED CARE CONTRACTS 624100 710734420 710734420 NET PATIENT SERVICES 624100 255558427 255558427 PHARMACY REVENNUE 624100 75184548 75184548 WELLNESS INCENTIVES 624100 695824 695824 1042173219 19435126 135493 19299633 133800700 135635524 56577 -1834824 -56577 -1891401 -1891401 12525 51146 494012 -481487 -481487 ADMINISTRATIVE SUPPORT 541900 59111918 59111918 MANAGEMENT SERVICES 541610 58271949 58271949 CONTRACT SERVICES 531110 1052122 1052122 118435989 1249678105 1042173219 135493 135362734 X 1024081 1024081 6872961 6071663 754013 47285 323454934 285687685 35512981 2254268 6680126 5916903 725236 37987 40264682 35664330 4371385 228967 23330878 20665260 2532946 132672 195804936 138136159 55869396 1799381 2303927 1625371 657384 21172 673000 673000 334003 334003 780059 780059 306279020 303904540 2338893 35587 6272194 5442011 830183 11801616 11553730 186121 61765 14082513 11976013 2091679 14821 27264153 24627169 2544761 92223 5621072 5621072 27812652 27403442 401424 7786 8381982 8362741 19241 PHARMACEUTICALS 56562634 56562634 MEDICAL SUPPLIES 21707274 21707274 PATIENT TRANSPORTATION 7199538 7199538 STAFF DEVELOPMENT 4324868 4274675 25440 24753 14979244 10618107 4166001 195136 1113812347 994717398 112957719 6137230 51502208 102159307 4817124 27782642 5485541 10159871 36726677 77301477 33477717 33812386 11911927 10530475 2922443 2934283 5672519 7630852 508207557 181298417 329234771 326909140 622735021 552154831 25192747 26099339 7000000 9503432 34533407 106444716 1171212102 1293422751 153555264 169263281 18726160 18575002 97869378 132726002 98609131 50047871 50369000 146360458 419128933 516972614 X 742203815 768519054 9879354 7931083 752083169 776450137 1171212102 1293422751 135865758 -111498790 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 673000 673000 0 PART II-B, LINE 1: AMOUNTS WERE PAID TO LEGISLATIVE CONSULTANTS FOR LOBBYING ACTIVITIES. 4272311 X X X 0 74758848 74758848 16435715 8750097 7685618 243840065 64861924 178978141 164184937 107686396 56498541 8987992 8987992 326909140 ASSETS LIMITED AS TO USE 19666071 OTHER RECEIVABLES 11285908 DEPOSITS 2519520 DUE FROM RELATED PARTIES 3093143 OTHER CURRENT ASSETS 1447180 OTHER ASSETS 450207 LEASES, RIGHT OF USE ASSETS 67982687 106444716 DUE TO RELATED PARTIES 50530126 LEASE LIABILITY 78760753 OTHER LIABILITIES 17069579 146360458 X 1138135947 -111498790 242679 494012 -110762099 1248898046 780059 780059 1249678105 1113768979 242679 494012 736691 1113032288 780059 780059 1113812347 PART III, LINE 4: ALTAMED HEALTH SERVICES IS A NON-PROFIT ORGANIZATION THAT PROVIDES QUALITY HEALTHCARE AND HUMAN SERVICES TO THE UNDERSERVED COMMUNITIES OF SOUTHERN CALIFORNIA. THE ORGANIZATION RECOGNIZES THE THERAPEUTIC EFFECT OF CULTURALLY RELEVANT WORKS OF ART AND THEIR EFFECT ON PATIENTS, DONORS AND MEMBERS OF THE PUBLIC. AS PART OF ITS HOLISTIC APPROACH TO HEALTHCARE, THE ORGANIZATION HOLDS A SIGNIFICANT COLLECTION OF ART BY A DIVERSE RANGE OF EMERGING, MID-CAREER AND ESTABLISHED ARTISTS BASED IN LOS ANGELES, AS WELL AS CHICANX ARTISTS, AND INTERNATIONALLY RECOGNIZED ARTISTS FROM MEXICO, LATIN AMERICA, ASIA, AND THE UNITED STATES FOR THE PURPOSE OF EXHIBITION AND PRESENTATION THROUGHOUT ITS CLINICS AND OTHER OF ITS HEALTH SERVICES CENTERS. THIS APPROACH HAS BEEN INSTRUMENTAL IN GIVING ALTAMED PATIENTS A CALM, CURATIVE ENVIRONMENT ALLEVIATING STRESSES ASSOCIATED WITH BEING IN A CLINICAL SETTING. ALTAMED BELIEVES THAT EVERYONE, REGARDLESS OF AGE, RACE, GENDER, OR SOCIAL STANDING, HAS THE RIGHT TO EXPERIENCE ART IN THEIR EVERYDAY LIFE. PART X, LINE 2: ALTAMED IS A NONPROFIT CORPORATION EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ALTAMED HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO ALTAMED'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. ALTAMED'S INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION FOR ALL TAX YEARS ENDED ON OR AFTER DECEMBER 31, 2018 WITH REGARD TO ALL TAX POSITIONS AND RESULTS REPORTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 494,012. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 494,012. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 4 PURCHASE OF ARTWORK & DESIGN EDIT SERVICES/ART EXHIBITION ART AS A HOLISTIC APPROACH TO HEALTHCARE 59929 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 PURCHASE OF ARTWORK & DESIGN EDIT SERVICES/ART EXHIBITION ART AS A HOLISTIC APPROACH TO HEALTHCARE 266211 MIDDLE EAST AND NORTH AFRICA 0 1 PURCHASE OF ARTWORK & DESIGN EDIT SERVICES/ART EXHIBITION ART AS A HOLISTIC APPROACH TO HEALTHCARE 20160 0 8 0 0 0 8 346300 0 346300 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 CCS FUNDRAISING 527 MADISON AVE 5TH FLR NEW YORK NY 10022 FUNDRAISING CONSULTING 0 2944237 334003 2610234 2944237 334003 2610234 CA FOOD & WINE TASTING 53600 45340 8260 48000 4500 29500 354650 GOLF TOURNAMENT 10071 5806 4265 1960 2077 51725 1600 63671 51146 12525 1960 2077 48000 56225 29500 356250 494012 -481487 1 ADELANTE YOUTH ALLIANCE 805 N MADISON AVE PASADENA CA 91104 154819333 501(C)(3) 40000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ALLIANCE IN MENTORSHIP 2548 KNOXVILLE AVE LONG BEACH CA 90815 454825887 501(C)(3) 100000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. AMAZON COM SERVICES INC PO BOX 81207 SEATTLE WA 98108 820544687 6263 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. AMERICAN NURSES FOUNDATION INC PO BOX 504342 ST LOUIS MO 63150 131893924 501(C)(3) 25000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ANDRES Y MARIA CARDENAS FAMILY FOUNDATION 13700 FOOTHILL BLVD SYLMAR CA 90392 954625314 501(C)(3) 25000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CHARLES R DREW UNIVERSITY OF MEDICINE & SCIENCE 1731 E120TH ST LOS ANGELES CA 90059 956151774 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CHILDRENS HOSPITAL LOS ANGELES 4650 SUNSET BLVD MAILSTOP97 LOS ANGELES CA 90027 951690977 501(C)(3) 100000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. EAST LOS ANGELES COLLEGE FOUNDATION 1301 AVENIDA CESAR CHAVEZ MONTEREY PARK CA 91754 330034221 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. EL PROYECTO DEL BARRIO INC 8932 WOODMAN AVENUE ARLETA CA 91331 952662606 501(C)(3) 25000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. HOPE 634 S SPRING STREET LOS ANGELES CA 90014 954718409 501(C)(3) 25000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LA AREA CHAMBER OF COMMERCE 350 SOUTH BIXEL STREET LOS ANGELES CA 90017 950947860 501(C)(6) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LA PLAZA DE CULTURA Y ARTES 501 N MAIN ST LOS ANGELES CA 90012 753059288 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LATINA BLOGGERS CONNECT INC 1191 HUNTINGTON DR STE 144 DUARTE CA 91010 453054176 501(C)(3) 12222 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LATINO FILM INSTITUTE YOUTH CINEMA PROJECT 143 S GLENDALE AVE SUITE 204 GLENDALE CA 91205 475010246 501(C)(3) 24000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LATINO VICTORY PROJECT PO BOX 34104 WASHINGTON DC 20005 464651149 501(C)(4) 200000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LOS ANGELES LATINO CHAMBER OF COMMERCE 8531 WELLSFORD PLACE SUITE E SANTA FE SPRINGS CA 90670 262949706 501(C)(3) 10000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LOS ANGELES TIMES COMMUNICATIONS LLC 202 WEST FIRST STREET LOS ANGELES CA 90012 824402852 10000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MEXICAN AMERICAN OPPORTUNITY FOUNDATION 401 N GARFIELD AVE MONTEBELLO CA 90640 952594166 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MEXICAN AMERICAN VINTERS ASSOCIATION PO BOX 3338 NAPA CA 94559 272780485 501(C)(6) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MUSEUM OF LATIN AMERICAN ART 628 ALAMITOS AVE LONG BEACH CA 90802 330786070 501(C)(3) 25000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. NALEO EDUCATIONAL FUND 1122 W WASHINGTON BLVD 3RD FLOOR LOS ANGELES CA 90015 521212849 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. NATIONAL ASSOCIATION OF HISPANIC REAL ESTATE PROFESSIONALS 2375 NORTHSIDE DR SUITE 360 SAN DIEGO CA 92108 330879923 501(C)(6) 36596 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. RIVERSIDE ART MUSEUM 3425 MISSION INN AVE RIVERSIDE CA 92501 951904692 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTH GATE CHAMBER OF COMMERCE INC 3350 TWEEDY BLVD SOUTH GATE CA 90280 951457660 501(C)(6) 17500 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTHEAST COMMUNITY FOUNDATION 5211 E WASHINGTON BLVD 2-170 COMMERCE CA 90040 475277176 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTHWEST VOTER REGISTRATION EDUCATION PROJECT INC 320 EL PASO STREET SAN ANTONIO TX 78207 237380570 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. TELACU EDUCATION FOUNDATION 5400 E OLYMPIC BLVD THIRD FLOOR LOS ANGELES CA 90022 954384333 501(C)(3) 40000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE UCLA FOUNDATION 10889 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 952250801 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. TIDES CENTER 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 943213100 501(C)(3) 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. UC REGENTS 1111 FRANKLIN ST 8TH FLOOR OAKLAND CA 94607 943067788 501(C)(3) 20000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. UCLA LATINO POLICY & POLITICS INITIATIVE LPPI 337 CHARLES E YOUNG DRIVE EAST LOS ANGELES CA 90095 956006143 501(C)(3) 7500 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. UNIDAD GAY LESBIAN LATINOS UNIDOS LLC 1186 N NEW HAMPHSIRE AVE LOS ANGELES CA 90029 874415526 15000 0 BOOK REDUCE HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. 24 8 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY REQUIRING FULL AND COMPLETE REPORTS FROM THE GRANTEE ORGANIZATION ON HOW FUNDS ARE SPENT TO ACCOMPLISH CHARITABLE PURPOSES. X X X X X 1 1 0 0 0 0 0 0 0 CASTULO DELA ROCHA JD PRESIDENT & CEO 966678 0 388627 0 49661 0 27000 0 15620 0 1447586 0 0 0 HENRY HOLGUIN FORMER SVP, GENERAL COUNSEL 0 0 0 0 1055124 0 0 0 0 0 1055124 0 562747 0 ANNA TRAN SR. STRATEGY EXECUTIVE 623228 0 325057 0 14248 0 0 0 32397 0 994930 0 0 0 EFRAIN TALAMANTES SVP, HS CHIEF OPERATING OF 484900 0 146173 0 52870 0 41000 0 45956 0 770899 0 16526 0 MARCO DE LA ROCHA PRESIDENT OF AHN 564142 0 163750 0 11982 0 17795 0 2763 0 760432 0 0 0 JOSE U ESPARZA EVP FINANCE & CFO 502845 0 132506 0 38612 0 47500 0 8609 0 730072 0 0 0 ZOILA ESCOBAR EVP, CHIEF ADMIN OFFICER 517350 0 145785 0 23130 0 27000 0 15620 0 728885 0 0 0 RICO CRISTIAN INTERIM CMO 452586 0 141080 0 43803 0 41000 0 45956 0 724425 0 38010 0 ESIQUIO CASILLAS VP, MEDICAL DIRECTOR, PACE 447154 0 126004 0 83875 0 41000 0 24922 0 722955 0 38010 0 CHRISTOPHER BUI AVP, CHIEF MEDICAL OFFICER 434100 0 196562 0 15715 0 41000 0 3052 0 690429 0 15195 0 MELANIE LIN MEDICAL DIRECTOR 533270 0 57138 0 14494 0 20500 0 7681 0 633083 0 0 0 PARHAM NAGHDECHI HOSPITALIST 417468 0 29919 0 94358 0 27000 0 45956 0 614701 0 18098 0 SEEMA KAMAL SVP GENERAL COUNSEL 424646 0 111900 0 26162 0 27000 0 0 0 589708 0 0 0 PART I, LINES 4A-B 4A: HENRY HOLGUIN, SVP. GENERAL COUNSEL OF THE ORGANIZATION, ENTERED INTO A SEVERANCE AGREEMENT. THE TOTAL SEVERANCE AMOUNT PAID IN 2022 WAS $492,377. 4B: ALTAMED HEALTH SERVICES CORPORATION HAS ESTABLISHED A NON-QUALIFIED PLAN PURSUANT TO 457(F) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THIS PLAN IS TO INCENTIVIZE THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT IN RECOGNITION OF THE FACT THAT THEY ARE REQUIRED TO DEVOTE SIGNIFICANT AMOUNTS OF TIME, SKILL AND ENERGY TO THE ORGANIZATION. THE AMOUNTS DEFERRED ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. ONCE VESTED THE AMOUNTS UNDER THIS PLAN ARE REPORTED ON FORM W-2 AS TAXABLE COMPENSATION TO THE INDIVIDUAL. HENRY HOLGUIN RECEIVED A PAYMENT OF $562,747 EFRAIN TALAMANTES RECEIVED A PAYMENT OF $16,526 RICO CHRISTIAN RECEIVED A PAYMENT OF $38,010 ESIQUIO CASILLAS RECEIVED A PAYMENT OF $38,010 CHRISTOPHER BUI RECEIVED A PAYMENT OF $15,195 PARHAM NAGHDECHI RECEIVED A PAYMENT OF $18,098 A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 2022-09-30 129568000 SEE PART VI 0 0 0 B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 2018-10-30 20000000 SEE [ART VI 0 0 0 A 859000 129568000 907 129567093 2022 1 1 1 1 B 16442134 20299968 127748 20172221 2021 0 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 A 0 1 1 0 1 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 COLUMN A: PART 1(F) THE BONDS WERE ISSUED TO CURRENT REFUND SERIES 2007 (ISSUED ON DECEMBER 14, 2007), SERIES 2015AB (ISSUED ON OCTOBER 1, 2015), AND A 2018 TERM LOAN (ISSUED ON OCTOBER 3, 2018). COLUMN A: PART II, LINE 13 SINCE THE BONDS WERE USED FOR PURPOSES OF CURRENT REFUNDING PRIOR BONDS, A SUBSTANTIAL COMPLETION DATE IS NOT APPLICABLE. COLUMN A: PART III, LINE 7 AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN A: PART IV, LINE 2(B) THE BONDS WERE ISSUED FOR PURPOSES OF REFUNDING PRIOR OBLIGATIONS WHICH HAVE MET THE 6-MONTH SPENDING EXCEPTION TO REBATE. COLUMN B: PART 1(F) BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS AND COSTS ISSUANCE. COLUMN B: PART II, LINE 3 THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART 1, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. COLUMN B: PART III, LINE 7 AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. CASTULO DE LA ROCHA OFFICER SPLIT DOLLAR LIFE INSURANCE X 14789912 16997915 0 1 1 ZOILA D ESCOBAR OFFICER SPLIT DOLLAR LIFE INSURANCE X 3560000 4091476 0 1 1 JOSE U ESPARZA OFFICER SPLIT DOLLAR LIFE INSURANCE X 3562400 4094235 0 1 1 MARIE S TORRES FORMER OFFICER SPLIT DOLLAR LIFE INSURANCE X 4059304 4665322 0 1 1 MARTIN SEROTA FORMER OFFICER SPLIT DOLLAR LIFE INSURANCE X 3405795 3963438 0 1 1 33812386 FORM 990 PART X LINE 5 IN 2011 ALTAMED ADOPTED A SPLIT DOLLAR RETENTION AND LOAN PLAN (THE PLAN) DESIGNED TO ASSIST ALTAMED IN RECRUITING AND RETAINING KEY EXECUTIVES AND REWARD FUTURE SERVICE. THE PLAN IS DESIGNED TO SATISFY THE FINAL REGULATIONS DEALING WITH LOANS MADE TO EXECUTIVES TO PAY PREMIUMS ON LIFE INSURANCE POLICIES THEY OWN. REPAYMENT OF THE LOANS ARE SECURED BY THE CASH VALUES AND DEATH BENEFITS IN ACCORDANCE WITH TAX AND CALIFORNIA LEGAL REQUIREMENTS. IN ADDITION, THE LOANS BEAR INTEREST AND BECAUSE OF THE PLAN'S DESIGN, ALTAMED IS EXPECTED TO BE REPAID FULLY WITH THE APPLICABLE FEDERAL RATE OF INTEREST. THE LOANS ARE REPORTED ON PART X AND SCHEDULE L. X 2099 COMPARABLE SALES X 1 9897 MARKET QUOTATION X MEDICAL & MISC SUPPLIES 4 121665 COMPARABLE SALE X MARKETING SUPPLIES 2 33155 COMPARABLE SALE X FOOD SUPPLIES 1 3200 COMPARABLE SALE 0 1 0 PART I COLUMN B THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT AND CEO IS RELATED BY MARRIAGE TO THE SENIOR VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B ALTAMED HEALTH SERVICES CORPORATION'S OUTSIDE CPA FIRM AND FINANCE STAFF PREPARE THE FORM 990. THE FORM IS THEN REVIEWED AND APPROVED BY BOTH THE ORGANIZATION'S PRESIDENT AND CEO, AND THE EVP OF FINANCE AND CFO. THE FORM IS SUBSEQUENTLY PROVIDED TO THE FULL BOARD FOR ACCEPTANCE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALTAMED HEALTH SERVICES CORPORATION ("ALTAMED") MAINTAINS POLICIES THAT REQUIRE ANNUAL ACKNOWLEDGMENT OF ALTAMED'S CONFLICT OF INTEREST POLICIES AND THE SUBSEQUENT DISCLOSURE OF ANY SUCH CONFLICTS, AS NECESSARY, BY ALL BOARD MEMBERS, EMPLOYEES AND AGENTS ("DISCLOSING PARTIES") WHO: A) HAVE THE AUTHORITY TO NEGOTIATE OR APPROVE BUSINESS DECISIONS AND/OR REFERRALS TO ENTITIES PAID DIRECTLY OR INDIRECTLY BY MEDICARE AND/OR MEDICAID SERVICES AND B) HAVE PERSONAL, FINANCIAL, AND/OR OTHER INTEREST. DISCLOSING PARTIES MUST NOTIFY AND DISCLOSE ANY SUSPECTED OR KNOWN CONFLICTS OF INTEREST TO THE OFFICE OF COMPLIANCE AND RISK MANAGEMENT ("OCRM"). ALTAMED'S POLICIES ARE REVIEWED WITH DISCLOSING PARTIES ANNUALLY THROUGH TRAINING VIDEOS AND IN-PERSON PRESENTATIONS, WITH SIGNED ACKNOWLEDGMENTS OBTAINED WHERE POSSIBLE AND APPROPRIATE. ALTAMED MAINTAINS A DETAILED REVIEW PROCESS FOR ANY POTENTIAL CONFLICTS IDENTIFIED BY ANY DISCLOSING PARTIES. THIS PROCESS INCLUDES FACT GATHERING, REVIEW OF THE CIRCUMSTANCES, A DETERMINATION OF ANY ACTUAL CONFLICTS, AND REMEDIATION STEPS TO ADDRESS SUCH ACTUAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE AND REVIEWS THE PRESIDENT & CEO'S COMPENSATION. ADDITIONALLY, A NATIONALLY RECOGNIZED INDEPENDENT COMPENSATION CONSULTANT FIRM IS ENGAGED TO REVIEW THE PRESIDENT & CEO'S COMPENSATION. THE FIRM UNDERTAKES SPECIFIC PROTOCOLS AND OBTAINS ORGANIZATIONAL DATA FROM NUMEROUS COMPANIES AND PEER GROUPS AND THEN RENDERS A "REASONABLENESS" OPINION THAT IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE FIRM'S PROCESS INCLUDES A REVIEW OF COMPENSATION DATA OF SIMILARLY CONSTITUTED COMPANIES, MARKET TRENDS, THE ORGANIZATION'S PRESENT COMPENSATION PACKAGE FOR THE PRESIDENT & CEO, INCLUDING CASH AND NON-CASH BENEFITS, AND THE METHODOLOGY AND PHILOSOPHY USED FOR THE ASSESSMENT AND TOTAL COMPENSATION ANALYSIS. ADDITIONALLY, MARKET BENEFIT AND RECRUITMENT AND RETENTION TRENDS ARE CONSIDERED AND EVALUATED. THE FIRM'S REPORT, INCLUDING OPINIONS ARE PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH IS COMPRISED OF FOUR INDEPENDENT DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS PROVIDED WITH EXTERNAL PEER GROUP DATA THAT INCLUDES EXECUTIVE COMPENSATION (IN U.S. DOLLARS AND MARKET PERCENTILES) OF COMPARABLY SIZED CALIFORNIA NON-PROFIT AND SOME FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE FIRM'S OPINIONS ARE BASED ON COMPARABILITY DATA FROM NATIONAL AND REGIONAL DATA BASES, FROM WHICH COMPARISONS OF THE ORGANIZATION'S PRESIDENT & CEO COMPENSATION WITH EXTERNAL PEER GROUP COMPENSATION LEVELS CAN BE MADE, WHICH IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IN ITS REPORT. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS ALSO PRESENTED WITH DATA THAT COMPARES THE ORGANIZATION'S COMPENSATION PACKAGE FOR THE PRESIDENT & CEO TO THE LEVEL GENERALLY TARGETED IN THE ORGANIZATION'S COMPENSATION PHILOSOPHY. BASED UPON THE TOTALITY OF THE DATA GARNERED BY THE COMPENSATION CONSULTING FIRM, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS PROVIDED WITH THE FIRM'S OPINION AS TO THE "REASONABLENESS" OF THE PRESIDENT & CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DELIBERATES ON THE DATA TO ASSESS WHETHER IT IS APPROPRIATE IN REPRESENTING COMPENSATION LEVELS WITH SIMILAR ORGANIZATIONS, POSITIONS AND CIRCUMSTANCES AND THAT IT REPRESENTS FAIR MARKET VALUE FOR SERVICES RENDERED ON A REALISTIC BASIS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ALSO INTERVIEWS THE PRESIDENT & CEO AND CONSIDERS THE PRESIDENT & CEO'S SELF-EVALUATION AND OTHER INFORMATION RELEVANT TO ASSESSING THE PRESIDENT & CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES ITS RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR THE PRESIDENT & CEO'S COMPENSATION. THE BOARD OF DIRECTORS IS PROVIDED WITH AVAILABLE INFORMATION AND THE OPINIONS OF THE EXPERTS AND DELIBERATES AND DISCUSSESS SUCH INFORMATION AND OPINIONS AS IT DEEMS NECESSARY TO PROPERLY ASSESS THE COMPENSATION LEVELS OF THE ORGANIZATION'S PRESIDENT & CEO. ALL PERSONS WITH A CONFLICT OF INTEREST ABSTAIN FROM DELIBERATION AND DISCUSSION. THE EXECUTIVE GROUP LEADERSHIP TEAM OF ALTAMED PERIODICALLY RECEIVES A REPORT FROM A NATIONALLY RECOGNIZED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT COMPILES COMPENSATION BENCHMARKS AND COMPARES THE COMPENSATION ARRANGEMENTS OF SIMILAR EXECUTIVES ACROSS THE COUNTRY IN SIMILAR INDUSTRIES FOR OTHER EXECUTIVES. THE EXECUTIVE GROUP LEADERSHIP TEAM ANNUALLY REVIEWS THE FIXED AND VARIABLE COMPENSATION OF "OTHER OFFICERS OR KEY EMPLOYEES" OF ALTAMED. THIS REVIEW AND ASSESSMENT INCLUDES THE FOLLOWING: AN EMPLOYEE'S CURRENT FIXED AND VARIABLE COMPENSATION PACKAGE; MARKET COMPENSATION DATA, NATIONAL AND/OR LOCAL, OF SIMILARLY CONSTITUTED COMPANIES AND EXECUTIVES AS PROVIDED BY MERCER; MARKET TRENDS, NATIONAL AND/OR LOCAL; AN EVALUATION OF THE EMPLOYEE'S PERFORMANCE LEVELS FOR THE RELEVANT PERFORMANCE CYCLE INCLUDING AN EMPLOYEE SELF-REVIEW; AN EVALUATION OF ALTAMED'S PERFORMANCE LEVELS FOR THE RELEVANT PERFORMANCE CYCLE; COMPENSATION DATA OF INTERNAL PEERS; THE METHODOLOGY AND/OR COMPENSATION PHILOSOPHY USED FOR THE RELEVANT PERFORMANCE CYCLE; INPUT FROM HUMAN RESOURCES; AND, OTHER RELEVANT AND LAWFUL INFORMATION, AS APPROPRIATE. AFTER REVIEW AND ASSESSMENT, THE EXECUTIVE GROUP LEADERSHIP TEAM WILL DETERMINE WHETHER THE COMPENSATION PROVIDED TO THE EMPLOYEE APPROPRIATELY REPRESENTS: (1) COMPENSATION LEVELS WITH SIMILAR ORGANIZATIONS, POSITIONS AND CIRCUMSTANCES, AND (2) FAIR MARKET VALUE FOR THE SERVICES RENDERED BY THE EMPLOYEE ON A REALISTIC BASIS. THE EXECUTIVE GROUP LEADERSHIP TEAM THEN DETERMINES COMPENSATION ADJUSTMENTS, AS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 SOME OR ALL OF THESE ITEMS MAY BE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 14,952,154. MANAGEMENT AND GENERAL EXPENSES 2,338,893. FUNDRAISING EXPENSES 35,587. TOTAL EXPENSES 17,326,634. SPECIALTY SERVICES: PROGRAM SERVICE EXPENSES 206,230,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,230,565. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 82,474,671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,474,671. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 162,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,019. THERAPEUTIC SERVICES: PROGRAM SERVICE EXPENSES 85,131. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,131. FORM 990, PART IX, LINE 24E OTHER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,709,971. FUNDRAISING EXPENSES 147,729. TOTAL EXPENSES 3,857,700. MINOR EQUIPMENT: PROGRAM SERVICE EXPENSES 3,837,814. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 12,058. TOTAL EXPENSES 3,849,872. HEALTH PROMOTION & EDUCATION: PROGRAM SERVICE EXPENSES 3,152,821. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 31,479. TOTAL EXPENSES 3,184,300. EQUIPMENT MAINTENANCE: PROGRAM SERVICE EXPENSES 2,340,536. MANAGEMENT AND GENERAL EXPENSES 408,788. FUNDRAISING EXPENSES 2,896. TOTAL EXPENSES 2,752,220. AUTOMOBILE EXPENSES: PROGRAM SERVICE EXPENSES 916,877. MANAGEMENT AND GENERAL EXPENSES 1,475. FUNDRAISING EXPENSES 694. TOTAL EXPENSES 919,046. UNIFORM: PROGRAM SERVICE EXPENSES 370,059. MANAGEMENT AND GENERAL EXPENSES 595. FUNDRAISING EXPENSES 280. TOTAL EXPENSES 370,934. PROVISION FOR INCOME TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,172. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,172. 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