2024-11-15T18:00:28-06:00 2023-12-31 330700332 VASQUEZ COMPANY LLP 655 N CENTRAL AVENUE STE 1550 GLENDALE CA 91203 990 2023-01-01 952810095 ALTAMED HEALTH SERVICES CORPORATION ALTA 3237258751 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 JOSE U ESPARZA EVP OF FINANCE/CFO 3237258751 2024-11-15 1 0 REGINA L PRINCE CPA P00576936 2138731700 2023 2024-10-15 13:58:12Z JOSE U ESPARZA 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 1608443443 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 5735 9 10753267 73074 72006659 66923695 1042173219 1234820447 17543725 25374852 117954502 153660628 1249678105 1480779622 1024081 1265002 0 0 400603581 573789651 334003 0 4886855 711850682 817107634 1113812347 1392162287 135865758 88617335 1293422751 1519511621 516972614 593770335 776450137 925741286 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 812466567 1265002 810619417 MEDICAL & DENTAL SERVICES ALTAMED OPERATES 38 PRIMARY CARE AND DENTAL CLINICS IN LOS ANGELES COUNTY (29 CLINICS) AND ORANGE COUNTY (9 CLINICS), IN ADDITION TO TWO MOBILE UNITS THAT OFFER MEDICAL, DENTAL, AND COMMUNITY OUTREACH SERVICES. IN 2023, ALTAMED PROVIDED A MEDICAL HOME TO OVER 275,000 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 65,000 CHILDREN AND ADULTS ACCESSED ORAL HEALTH SERVICES THROUGH ALTAMED'S 10 DENTAL CLINICS, 2 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 87,000 PATIENTS THROUGHOUT LOS ANGELES AND ORANGE COUNTIES IN 2023. 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. 385605453 421006993 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. 14587957 3194037 HIV CARE AND SERVICES THE DIVISION OF HIV SERVICES, ALSO KNOWN AS "DVL" (DANIEL V. LARA CLINIC) AT ALTAMED, HAS PROVIDED COMPREHENSIVE SERVICES FOR PEOPLE LIVING WITH HIV, AND OTHER INFECTIOUS DISEASES INCLUDING HEPATITIS, STI'S AND TUBERCULOSIS FOR THE PAST 30 YEARS.IN 2023, DVL SERVED OVER 2,200 INDIVIDUALS AT FOUR CLINIC LOCATIONS; LOS ANGELES/COMMERCE, LOS ANGELES/PICO PASSSONS, EL MONTE AND ANAHEIM. IN ADDITION, DVL PROVIDES FULL WRAP AROUND SERVICES TO THE HIV POPULATION, INCLUDING INTENSIVE CASE MANAGEMENT, HOME BASED SERVICES, BENEFITS SPECIALTY SERVICES, SUBSTANCE USE TREATMENT, AND MENTAL HEALTH. THE DIVISION'S PREVENTION PROGRAMS OFFER COMPREHENSIVE OUTREACH AND EDUCATIONAL PROGRAMS, INCLUDING PREP AND PEP, NOW PRESCRIBED AT ALL ALTAMED PRIMARY CARE CLINICS. IN 2023, THE DVL PREVENTION TEAM REPRESENTED ALTAMED AT OVER THREE DOZEN COMMUNITY / HEALTH AND WELLNESS EVENTS IN LOS ANGELES AND ORANGE COUNTY; CONDUCTING OVER 2,600 RAPID HIV TESTS. 10836727 YOUTH SERVICES - ALTAMED PROVIDES AN ARRAY OF YOUTH SERVICES TO OVER 3,000 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 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. 10836727 1223496704 1 1 0 1 0 0 0 1 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 980 0 1 5735 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 NADIA ALVAREZ CONSUMER BOARD MEMBER 1.20 0.00 X 0 0 0 MARC VICTOR BOARD MEMBER 1.20 0.00 X 0 0 0 JOSE AVALOS MD BOARD CHAIR 1.60 0.00 X X 0 0 0 LUCY HERRERA BOARD VICE-CHAIR 1.20 0.00 X X 0 0 0 VICTOR OLMOS BOARD TREASURER 1.60 0.00 X X 0 0 0 MARIA CERVANTES BOARD MEMBER 1.20 0.00 X 0 0 0 CASTULO DE LA ROCHA JD PRESIDENT & CEO 40.00 3.00 X 1910489 0 26929 JOSE U ESPARZA EVP FINANCE & CFO 40.00 1.00 X 836278 0 21809 ZOILA ESCOBAR EVP, CHIEF ADMIN OFFICER 40.00 1.00 X 829026 0 26929 ANNA TRAN SR. STRATEGY EXECUTIVE 40.00 0.00 X 909333 0 28430 EFRAIN TALAMANTES SVP, HS CHIEF OPERATING OFFICER 40.00 0.00 X 716353 0 53494 ESIQUIO CASILLAS VP, MEDICAL DIRECTOR, PACE 40.00 0.00 X 683847 0 39026 RICO CRISTIAN CHIEF MEDICAL OFFICER 40.00 2.00 X 660664 0 53498 MARCO DE LA ROCHA PRESIDENT OF AHN 40.00 0.00 X 560745 0 15883 PARHAM NAGHDECHI HOSPITALIST 40.00 0.00 X 617204 0 53498 SEEMA KAMAL SVP GENERAL COUNSEL 40.00 0.00 X 652191 0 13200 CHRISTOPHER BUI AVP, CHIEF MEDICAL OFFICER 40.00 0.00 X 594891 0 15893 MELANIE LIN MEDICAL DIRECTOR 80.00 0.00 X 747012 0 21135 LUIS ONTIVEROS STAFF PHYSICIAN 40.00 0.00 X 608260 0 35447 10326293 0 405171 1113 0 1 0 CROSS COUNTRY WORKFORCE SOLUTIONS GROUP 6551 PARK OF COMMERCE BLVD BOCA RATON FL 33487 STAFFING AGENCY 62020364 CHILDRENS HOSPITAL LA MEDICAL GROUP 3701 WILSHIRE BLVD LOS ANGELES CA 90010 MEDICAL SERVICES 18095301 ULTRACARE SERVICES LLC 8549 WILSHIRE BLVD 151 BEVERLY HILLS CA 90211 STAFFING AGENCY 8259419 KPMG LLP DEPT 0608 PO BOX 120608 DALLAS TX 75312 CONSULTING SERVICES 5682349 HCTEC PARTNERS LLC PO BOX 746681 ATLANTA GA 30374 IT SERVICES 3708835 126 428257 41522548 24972890 140794 66923695 MANAGED CARE CONTRACTS 624100 832389811 832389811 NET PATIENT SERVICES 624100 300396172 300396172 PHARMACY REVENNUE 624100 99154440 99154440 WELLNESS INCENTIVES 624100 2880024 2880024 1234820447 21372031 99393 21272638 131396326 127393505 4002821 4002821 4002821 150790 428257 270316 -119526 -119526 MANAGEMENT SERVICES 541610 76125291 10653874 65471417 ADMINISTRATIVE SUPPORT 541900 74067082 74067082 CONTRACT SERVICES 531110 3587781 3587781 153780154 1480779622 1234820447 10753267 168282213 X 1265002 1265002 7372732 5856409 1478479 37844 466905266 370956716 93543649 2404901 6413968 5066112 1317961 29895 58449829 46166952 12010444 272433 34647856 27366819 7119544 161493 17731854 16805427 825281 101146 4048201 3836697 188412 23092 770695 770695 842080 842080 522658851 512040184 10079731 538936 8379718 7818602 34461 526655 24610141 20054673 4484946 70522 11743349 8940925 2794524 7900 30346126 22059701 8275643 10782 5334523 5332551 1972 31173446 15380572 15785088 7786 5214799 4692645 503153 19001 PHARMACEUTICALS 101203510 101203510 ADMINISTRATIVE EXPENSES 13047148 12415846 556577 74725 MISCELLANEOUS EXPENSES 13033376 10676302 2217223 139851 PATIENT TRANSPORTATION 9823697 9823697 17146120 14966667 1719560 459893 1392162287 1223496704 163778728 4886855 102159307 9060166 27782642 50805787 10159871 28938226 77301477 117456232 33812386 34150509 10530475 1693970 2934283 4744173 7630852 17712814 578740649 210682442 326909140 368058207 552154831 621763336 26099339 34705704 9503432 9503432 106444716 220919065 1293422751 1519511621 169263281 176182157 18575002 24264048 132726002 123475000 50047871 42072023 146360458 227777107 516972614 593770335 X 768519054 913528500 7931083 12212786 776450137 925741286 1293422751 1519511621 88617335 60673814 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 770695 770695 0 PART II-B, LINE 1: AMOUNTS WERE PAID TO LEGISLATIVE CONSULTANTS FOR LOBBYING ACTIVITIES. 4545946 X X X 0 78477733 78477733 16435715 8570166 7865549 251445520 76425139 175020381 210865681 125687137 85178544 21516000 21516000 368058207 ASSETS LIMITED AS TO USE 2282467 DEPOSITS 3596549 DUE FROM RELATED PARTIES 113789368 OTHER ASSETS 12388599 LEASES, RIGHT OF USE ASSETS 88862082 220919065 DUE TO RELATED PARTIES 103499743 LEASE LIABILITY 101033860 OTHER LIABILITIES 23243504 227777107 X 1540934810 60673814 53138 270316 60997268 1479937542 842080 842080 1480779622 1391643661 53138 270316 323454 1391320207 842080 842080 1392162287 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 EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, A PROVISION FOR FEDERAL OR STATE INCOME TAXES IS NOT RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. ALTAMED IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(III) OF THE IRC. ALTURA IS A LIMITED LIABILITY COMPANY AND IS NOT A TAXPAYING ENTITY FOR FEDERAL INCOME TAX PURPOSES. ACCORDINGLY, ALTURA'S TAXABLE INCOME OR LOSS IS ALLOCATED TO ITS SOLE MEMBER, ALTAMED. PROVISION FOR INCOME TAX FOR ALTURA IS THE MINIMUM CALIFORNIA TAX OF $800. IN ADDITION TO THE MINIMUM CALIFORNIA TAX, A LIMITED LIABILITY COMPANY IS SUBJECT TO AN ANNUAL FEE BASED ON TOTAL INCOME ON A PROGRESSIVE SCALE RANGING FROM $0 TO $11,790. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. 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 AND THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE ORGANIZATION'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, BASED ON THE TECHNICAL MERITS OF THE POSITION, 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, 2019. TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 270,316. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 270,316. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 ART CONSULTANT, ART TRANSPORT, IDENTIFY AND PROCESS DOCUMENTATION FOR THE MEDICAL BOARD OF CA. ART AS A HOLISTIC APPROACH TO HEALTHCARE 105478 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 ART TRANSPORTATION & INSURANCE PREMIUM PAYMENT ART AS A HOLISTIC APPROACH TO HEALTHCARE 387913 0 1 0 0 0 1 493391 0 493391 0 0 0 0 0 0 ROOSEVELT H.S. FUNDRAISER 443074 305834 137240 7375 78766 5585 36500 9181 TARDEADA 132473 120923 11550 17500 34320 1400 6220 1 3500 1500 2000 64759 8710 579047 428257 150790 7375 161025 39905 37900 24111 270316 -119526 1 NATIONAL MEDICAL FELLOWSHIPS INC 12 E 46TH STREET SUITE 5E NEW YORK NY 10017 010963657 501(C)(3) 243002 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ALLIANCE IN MENTORSHIP 2548 KNOXVILLE AVE LONG BEACH CA 90815 454825887 501(C)(3) 100000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CHIRLA 2533 W THIRD ST 101 LOS ANGELES CA 90057 954421521 501(C)(3) 100000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. PRIMETIME ENTERTAINMENT LLC 5757 WILSHIRE BLVD540 LOS ANGELES CA 90017 810554774 75000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LATINO LEGISLATIVE CAUCUS FOUNDATION 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 201993440 501(C)(3) 65000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LA AREA CHAMBER OF COMMERCE 350 SOUTH BIXEL STREET LOS ANGELES CA 90017 950947860 501(C)(3) 55000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. INDEPENDENT CURATORS INTERNATIONAL 401 BROADWAY SUITE 1620 NEW YORK NY 10013 521020481 501(C)(3) 30000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. TELACU EDUCATION FOUNDATION 5400 E OLYMPIC BLVD THIRD FLOOR LOS ANGELES CA 90022 954384333 501(C)(3) 30000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ANDRES Y MARIA CARDENAS FAMILY FOUNDATION 13700 FOOTHILL BLVD 920008 SYLMAR CA 90392 954625314 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. FRIENDS OF THE COLISEUM FOUNDATION 3911 S FIGUEROA LOS ANGELES CA 90037 882250944 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. TIDES CENTER 714 WEST OLYMPIC BOULEVARD SUITE 450 LOS ANGELES CA 92806 943213100 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. UNIVERSITY OF LA VERNE 1950 3RD STREET LA VERNE CA 91750 951644026 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 1128 16ST STREET NW WASHINGTON DC 20036 521114225 501(C)(3) 20000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. GETTY HOUSE FOUNDATION 605 SOUTH IRVING BLVD LOS ANGELES CA 90005 954456499 501(C)(3) 20000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. HOPE 634 S SPRING STREET LOS ANGELES CA 90014 954718409 501(C)(3) 20000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THEODORE ROOSEVELT HIGH SCHOOL SCHOLARSHIP FUND 456 S MATHEWS STREET LOS ANGELES CA 90033 956002576 501(C)(3) 20000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. VANKEL NEVADA LLC 100 WEST LIBERTY ST SUITE 890 RENO NV 90250 872403900 20000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTH GATE CHAMBER OF COMMERCE INC 3350 TWEEDY BLVD SOUTH GATE CA 90280 951457660 501(C)(3) 17500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CALIFORNIA JAZZ FOUNDATION INC 13205 CHELTENHAM DRIVE SHERMAN OAKS CA 91423 651270361 501(C)(3) 15000 0 BOOK REDUCED 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 REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CSUSB PHILANTHROPIC FOUNDATION 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 452255077 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. GARFIELD ALUMNI FOUNDATION PO BOX 3308 MONTEBELLO CA 90640 450621701 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. JOVENES INC 1208 PLEASANT AVE LOS ANGELES CA 90033 954342434 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MEXICAN AMERICAN BAR FOUNDATION P O BOX 862127 LOS ANGELES CA 90086 954358513 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE UCLA FOUNDATION 10889 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 952250801 501(C)(3) 12500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. FUNDACION CANCASQUE 12520 FONTHILL AVE HAWTHORNE CA 90250 275008962 501(C)(3) 11500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CALIFORNIA LATINO CAPITOL ASSOCIATION FOUNDATION 1017 L STREET PMB 478 SACRAMENTO CA 95814 272207984 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. GARFIELD HIGH SCHOOL 5101 E 6TH STREET LOS ANGELES CA 90022 956001908 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. JOHN BENSON SCHOLARSHIP FOUNDATION INC 3915 S FORECASTLE AVE WEST COVINA CA 91792 461299728 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LA PLAZA DE CULTURA Y ARTES 501 N MAIN ST LOS ANGELES CA 90012 753059288 501(C)(3) 10000 0 BOOK REDUCED 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 REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LOS ANGELES UNIFIED SCHOOL DISTRICT 333 SOUTH BEAUDRY AVENUE LOS ANGELES CA 90017 680503221 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. NEW ECONOMICS FOR WOMEN 303 S LOMA DRIVE LOS ANGELES CA 90017 953969029 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. PARTNERS IN CARE FOUNDATION INC 732 MOTT STREETSUITE 150 SAN FERNANDO CA 91340 953954057 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. PHYSICIANS FOR A HEALTHY CALIFORNIA 1201 K STREET SUITE 800 SACRAMENTO CA 95814 946062822 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ROOSEVELT HIGH SCHOOL ALUMNI FOUNDATION PO BOX 331157 LOS ANGELES CA 90033 820906485 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SELF HELP GRAPHICS & ART 1300 EAST 1ST STREET LOS ANGELES CA 90033 237311837 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTHEAST COMMUNITY FOUNDATION 5211 E WASHINGTON BLVD 2-170 COMMERCE CA 90040 475277176 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTHWEST VOTER REGISTRATION EDUCATION PROJECT INC 320 EL PASO STREET SAN ANTONIO TX 78207 237380570 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE CHILDRENS PARTNERSHIP 700 S FLOWER STREET SUITE 1000 LOS ANGELES CA 90017 464106389 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. YMCA OF METROPOLITAN LOS ANGELES 4301 W 3RD ST LOS ANGELES CA 90020 951644052 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE REEDE SCHOLARS INC 164 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 272322612 501(C)(3) 8000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MUSEUM OF LATIN AMERICAN ART 628 ALAMITOS AVE LONG BEACH CA 90040 330786070 501(C)(3) 7500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. 41 2 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 0 1 0 0 0 0 0 0 0 CASTULO DE LA ROCHA JD PRESIDENT & CEO 1119677 0 525000 0 265812 0 13200 0 13729 0 1937418 0 0 0 ANNA TRAN SR. STRATEGY EXECUTIVE 668964 0 200423 0 39946 0 0 0 28430 0 937763 0 0 25629 JOSE U ESPARZA EVP FINANCE & CFO 586047 0 164573 0 85658 0 13200 0 8609 0 858087 0 0 25629 ZOILA ESCOBAR EVP, CHIEF ADMIN OFFICER 559979 0 224631 0 44416 0 13200 0 13729 0 855955 0 0 25629 EFRAIN TALAMANTES SVP, HS CHIEF OPERATING OFFICER 513693 0 146359 0 56301 0 13196 0 40298 0 769847 0 0 21671 MELANIE LIN MEDICAL DIRECTOR 688136 0 37661 0 21215 0 13200 0 7935 0 768147 0 0 5394 ESIQUIO CASILLAS VP, MEDICAL DIRECTOR, PACE 482119 0 146661 0 55067 0 13200 0 25826 0 722873 0 0 28409 RICO CRISTIAN CHIEF MEDICAL OFFICER 479339 0 140748 0 40577 0 13200 0 40298 0 714162 0 0 29262 PARHAM NAGHDECHI HOSPITALIST 548941 0 46835 0 21428 0 13200 0 40298 0 670702 0 0 16064 SEEMA KAMAL SVP GENERAL COUNSEL 458977 0 114744 0 78470 0 13200 0 0 0 665391 0 0 0 LUIS ONTIVEROS STAFF PHYSICIAN 494739 0 33210 0 80311 0 13200 0 22247 0 643707 0 0 0 CHRISTOPHER BUI AVP, CHIEF MEDICAL OFFICER 440022 0 102238 0 52631 0 12922 0 2971 0 610784 0 0 21935 MARCO DE LA ROCHA PRESIDENT OF AHN 459638 0 87550 0 13557 0 13200 0 2683 0 576628 0 0 0 PART I, LINE 4B 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. JOSE ESPARZA RECEIVED A PAYMENT OF $25,629 ZOILA ESCOBAR RECEIVED A PAYMENT OF $25,629 ANNA TRAN RECEIVED A PAYMENT OF $25,629 EFRAIN TALAMANTES RECEIVED A PAYMENT OF $21,671 RICO CHRISTIAN RECEIVED A PAYMENT OF $29,262 ESIQUIO CASILLAS RECEIVED A PAYMENT OF $28,409 MELANIE LIN RECEIVED A PAYMENT OF $5,394 PARHAM NAGHDECHI RECEIVED A PAYMENT OF $16,064 CHRISTOPHER BUI RECEIVED A PAYMENT OF $21,935 LUIS ONTIVEROS RECEIVED A PAYMENT OF $17,260 A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 2022-09-30 129568000 SEE PART VI 0 0 0 A 6093000 129568000 907 129567093 1 1 1 1 A 0 0 1 1 0 0 0 1 A 0 1 1 0 1 0 0 0 1 A 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. CASTULO DE LA ROCHA OFFICER SPLIT DOLLAR LIFE INSURANCE X 14789912 17167894 0 1 1 ZOILA D ESCOBAR OFFICER SPLIT DOLLAR LIFE INSURANCE X 3560000 4132391 0 1 1 JOSE U ESPARZA OFFICER SPLIT DOLLAR LIFE INSURANCE X 3562400 4135177 0 1 1 MARIE S TORRES FORMER OFFICER SPLIT DOLLAR LIFE INSURANCE X 4059304 4711975 0 1 1 MARTIN SEROTA FORMER OFFICER SPLIT DOLLAR LIFE INSURANCE X 3405795 4003072 0 1 1 34150509 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 7 36800 COMPARABLE SALES X 4 39320 BLUE BOOK X 10 26010 COMPARABLE SALES X 3 26013 COMPARABLE SALES X EVENT SUPPLIES 4 6814 COMPARABLE SALE X SIGNAGE/BROCHURES 4 5837 COMPARABLE SALE 29 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 EXECUTIVE 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 26,738,786. MANAGEMENT AND GENERAL EXPENSES 6,357,742. FUNDRAISING EXPENSES 121,819. TOTAL EXPENSES 33,218,347. SPECIALTY SERVICES: PROGRAM SERVICE EXPENSES 303,043,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,043,350. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 112,343,043. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,343,043. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 209,335. MANAGEMENT AND GENERAL EXPENSES 318,588. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 527,923. THERAPEUTIC SERVICES: PROGRAM SERVICE EXPENSES 401,254. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 401,254. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 69,304,416. MANAGEMENT AND GENERAL EXPENSES 3,403,401. FUNDRAISING EXPENSES 417,117. TOTAL EXPENSES 73,124,934. 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