2024-04-08T18:55:18-05:00 2022-06-30 910189318 MOSS ADAMS LLP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2021-07-01 941713704 WELLSPACE HEALTH WELL 9164694690 1500 EXPO PARKWAY SACRAMENTO CA 95815 A JONATHAN PORTEUS PHD CEO 9164694690 2024-04-04 1 A JONATHAN PORTEUS PHD 999009999 TRACY S PAGLIA P00366884 9165038100 2024-04-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X A JONATHAN PORTEUS PHD 1500 EXPO PARKWAY SACRAMENTO CA 95815 128587697 0 X WWW.WELLSPACEHEALTH.ORG X 1970 CA ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE. 9 9 1164 124 39355 6871 24646482 47798461 88975158 80492672 3175 123397 152864 -23011 113777679 128391519 0 0 0 0 57871021 68056041 0 0 0 34369883 37598609 92240904 105654650 21536775 22736869 58935597 79197223 28151474 27608398 30784123 51588825 X THE MISSION OF WELLSPACE HEALTH IS ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE. 0 0 90381770 0 80492672 WELLSPACE HEALTH IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) AS WELL AS A BROAD RANGING BEHAVIORAL HEALTH AND SOCIAL SERVICE PROVIDER IN THE SACRAMENTO REGION. A NETWORK OF COMMUNITY HEALTH CENTERS ACROSS THREE COUNTIES (SACRAMENTO, PLACER, AND AMADOR) PROVIDES PRIMARY HEALTH AND INTEGRATED BEHAVIORAL HEALTH CARE FOR ALL AGES, WOMEN'S HEALTH (INCLUDING COMPREHENSIVE PERINATAL CARE THROUGHOUT AND AFTER PREGNANCY AND SPECIALIZED CULTURE-SPECIFIC INFANT MORTALITY PREVENTION SERVICES), AND ORAL HEALTH CARE FOR CHILDREN AND TEENS (CO-LOCATED IN SIX SITES). ADDITIONAL BEHAVIORAL HEALTH LOCATIONS EXTEND THE ORGANIZATION'S CLINICAL REACH THROUGH PREVENTION AND SPECIALTY MENTAL HEALTH AND SUBSTANCE USE DISORDERS TREATMENT, INCLUDING: A FULL CONTINUUM OF CO-OCCURRING MENTAL HEALTH AND SUBSTANCE USE DISORDERS TREATMENT PROGRAMS (OUTPATIENT, RESIDENTIAL REHABILITATION, MEDICALLY-MONITORED DETOXIFICATION, MEDICALLY ASSISTED TREATMENTS, CORRECTIONS-BASED AND DRUG COURT SERVICES); NORTHERN CALIFORNIA'S 24-HOUR PRIMARY SUICIDE PREVENTION HOTLINE AND CRISIS SUPPORT LINES; OUTPATIENT CHILDREN'S MENTAL HEALTH AND YOUTH VIOLENCE PREVENTION PROGRAMS; CHILD ABUSE PREVENTION AND HOME VISITATION SERVICES; AND MULTIPLE CARE TRANSITION PROGRAMS (FOR EXAMPLE WITHIN HOSPITAL EMERGENCY DEPARTMENTS, NAVIGATING SERVICES IN THE COMMUNITY, AND TRANSITIONING PATIENTS FROM INPATIENT SETTINGS). THE TOTAL NUMBER OF PATIENTS SERVED IN FY22 WAS 337,732.WELLSPACE HEALTH EMBRACES THE HIGHEST QUALITY STANDARDS ACROSS THE BREADTH OF ITS SERVICES AND IS ACCREDITED BY THE JOINT COMMISSION FOR BOTH AMBULATORY CARE AND BEHAVIORAL HEALTH. THE EXTENT TO WHICH THE ORGANIZATION INTEGRATES CARE WITHIN ITS HEALTH CENTERS AND BETWEEN ITS ADDITIONAL PROGRAM SITES IS ALSO DOCUMENTED BY ITS ADDITIONAL CERTIFICATIONS FROM THE JOINT COMMISSION FOR BOTH PATIENT CENTERED MEDICAL HOME (PCMH) AND BEHAVIORAL HEALTH HOME (BHH) - THEREBY MAXIMIZING THE ORGANIZATION'S COMMITMENT TO 'WHOLE PERSON CARE.' WELLSPACE HEALTH'S DIVERSE PATIENT POPULATION SPANS THE RICH CULTURAL DIVERSITY OF THE SACRAMENTO REGION, AS WELL AS ALL AGES AND PERSONS WHO ARE HOMELESS. 90381770 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 31 0 1 1164 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X CHUE VANG - CFO 9164694690 1500 EXPO PARKWAY SACRAMENTO CA 95815 SUEJIN KIM MD OB GYNECOLOGIST 40.00 0.00 X 481938 0 8323 ROBERT GORDON DO OB GYNECOLOGIST 40.00 0.00 X 450897 0 26985 OLGA THORNE MD OB GYNECOLOGIST 40.00 0.00 X 444381 0 20589 BENNYE RODGERS MD OB GYNECOLOGIST 40.00 0.00 X 416670 0 35531 NATHAN ALLEN MD OB GYNECOLOGIST 40.00 0.00 X 424933 0 7805 JANINE BERA CHIEF MEDICAL OFFICER 40.00 0.00 X 363600 0 21122 A JONATHAN PORTEUS PHD CHIEF EXECUTIVE OFFICER 40.00 1.00 X 305688 0 7563 FRANCISCO AGUIRRE MEDICAL DIRECTOR OF PEDIATRICS 40.00 0.00 X 258047 0 23602 CHARLES SCOTT HARROD DEPUTY CHIEF MEDICAL OFFICER 40.00 0.00 X 241616 0 27679 BRENDA SHIPP CHIEF OPERATIONS/COMPLIANCE OFFICER 40.00 0.00 X 243350 0 23226 CORDIA LOSH II CHIEF STRATEGY OFFICER 40.00 0.00 X 218622 0 4533 JOYCE HIGHTOWER ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 189536 0 5598 SEAN BENEDICT - DEPUTY CHIEF OF BEHAVIORAL HEALTH PROGRAMS 40.00 0.00 X 162846 0 25076 CHUE VANG CHIEF FINANCIAL OFFICER 40.00 0.00 X 159860 0 9428 JIM TILTON PRESIDENT/NON-CONSUMER DIRECTOR 1.50 0.25 X X 0 0 0 TODD MURRAY - FIRST VICE PRES/NON-CONSUMER DIR (THRU 01/22) 1.00 0.00 X X 0 0 0 LEAH MURPHY - SECOND VICE PRES/NON-CONSUMER DIRECTOR 1.00 0.00 X X 0 0 0 RUZWA COOPER TREASURER/CONSUMER DIRECTOR 1.50 1.00 X X 0 0 0 TIMOTHY MARTIN SECRETARY/CONSUMER DIRECTOR 1.00 0.00 X X 0 0 0 JODY GRAY CONSUMER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HUNTER CONSUMER DIRECTOR (THRU 12/21) 1.00 0.00 X 0 0 0 LARRY MAAS CONSUMER DIRECTOR 1.00 0.00 X 0 0 0 LISA STEWART CONSUMER DIRECTOR 1.00 1.00 X 0 0 0 JOYCE WHITEN CONSUMER DIRECTOR 1.00 0.00 X 0 0 0 4361984 0 247060 90 0 1 0 ASCENT BUILDERS INC 1400 S STREET SACRAMENTO CA 95811 CONSTRUCTION 4390881 AEROTEK PROFESSIONAL SERVICES 3689 COLLECTION CENTER DRIVE CHICAGO IL 60693 TEMPORARY STAFFING 3570928 KELLY MALDONADO 391 S ARROYO FRESNO CA 93727 CONSTRUCTION 561632 MYYODA LLC PO BOX 340788 SACRAMENTO CA 95834 CONSULTATION SERVICES 239000 ACCESS NURSE PO BOX 635013 CINCINNATI OH 45263 AFTER HOURS ANSWERING SERVICES 205306 5 35682086 12116375 931769 47798461 PATIENT REVENUE 624100 76376082 76376082 340B PHARMACY REVENUE 624100 3772226 3772226 OTHER PROGRAM REVENUE 624100 332459 332459 CLIENT RESEARCH FEE 624100 11905 11905 80492672 122663 122663 116383 139394 -23011 -23011 39355 -62366 57518 56784 734 734 734 128391519 80492672 39355 61031 2364799 866905 1497894 54431116 48117874 6313242 605771 543717 62054 6442523 5645943 796580 4211832 3636566 575266 226903 226903 58171 58171 17659 17659 9373791 6722412 2651379 139403 78246 61157 1861283 1738881 122402 2497996 1668071 829925 9598370 8686776 911594 236441 188490 47951 361316 238065 123251 339791 272334 67457 1605231 1276546 328685 424220 305443 118777 BAD DEBT EXPENSE 3573130 3573130 340B PHARMACY EXPENSES 2762372 2762372 PATIENT SUPPLIES 1610528 1590982 19546 PATIENT COSTS 1511878 1478982 32896 1400126 990035 410091 105654650 90381770 15272880 0 9569083 15386773 16456043 6628942 10655241 6002579 4117748 10428360 412939 883229 42824772 12319249 17694694 30505523 8820789 29849 139242 0 401786 58935597 79197223 8235627 11061183 6181909 2847722 5806238 13262712 7927700 436781 28151474 27608398 X 29798814 51152224 985309 436601 30784123 51588825 58935597 79197223 X 22736869 -1285322 -646845 X 0 1 X 1 1 1 X 11102036 10959833 8512204 24646482 47798461 103019016 11102036 10959833 8512204 24646482 47798461 103019016 1283965 101735051 2274 79812 72595 51542 159202 365425 13322 40272 39355 92949 103477390 336024104 0.98320 0.99290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29849 -4408 25441 22335 7514 29849 22409 -74 22335 21734 675 22409 20130 1604 21734 0.00000 1.00000 0.00000 1 0 243527 3677877 3921404 1495952 22891809 2433535 21954226 4943748 3244318 1699430 7944612 6029162 1915450 1627247 612234 1015013 30505523 OTHER LIABILITIES 324979 457(B) DEFERRED COMPENSATION LIABILITY 102333 DUE TO RELATED PARTY 9469 436781 X PART X, LINE 2: WELLSPACE IS EXEMPT FROM AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. NEXUS IS CONSIDERED A DISREGARDED ENTITY AS DEFINED BY THE INTERNAL REVENUE SERVICE, AND, THEREFORE, TREATED AS A DIVISION OF THE ORGANIZATION FOR FEDERAL TAX PURPOSES. AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT. NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 SUEJIN KIM MD OB GYNECOLOGIST 481938 0 0 0 0 0 0 0 8323 0 490261 0 0 0 ROBERT GORDON DO OB GYNECOLOGIST 412020 0 0 0 38877 0 6500 0 20485 0 477882 0 0 0 OLGA THORNE MD OB GYNECOLOGIST 444381 0 0 0 0 0 4875 0 15714 0 464970 0 0 0 BENNYE RODGERS MD OB GYNECOLOGIST 416670 0 0 0 0 0 6500 0 29031 0 452201 0 0 0 NATHAN ALLEN MD OB GYNECOLOGIST 424933 0 0 0 0 0 6500 0 1305 0 432738 0 0 0 JANINE BERA CHIEF MEDICAL OFFICER 363600 0 0 0 0 0 5513 0 15609 0 384722 0 0 0 A JONATHAN PORTEUS PHD CHIEF EXECUTIVE OFFICER 299688 0 0 0 6000 0 6500 0 1063 0 313251 0 0 0 FRANCISCO AGUIRRE MEDICAL DIRECTOR OF PEDIATRICS 255145 0 2902 0 0 0 669 0 22933 0 281649 0 0 0 CHARLES SCOTT HARROD DEPUTY CHIEF MEDICAL OFFICER 238803 0 2813 0 0 0 0 0 27679 0 269295 0 0 0 BRENDA SHIPP CHIEF OPERATIONS/COMPLIANCE OFFICER 243350 0 0 0 0 0 6500 0 16726 0 266576 0 0 0 CORDIA LOSH II CHIEF STRATEGY OFFICER 218622 0 0 0 0 0 2063 0 2470 0 223155 0 0 0 JOYCE HIGHTOWER ASSOCIATE MEDICAL DIRECTOR 167914 0 1583 0 20039 0 0 0 5598 0 195134 0 0 0 SEAN BENEDICT - DEPUTY CHIEF OF BEHAVIORAL HEALTH PROGRAMS 160746 0 2100 0 0 0 1722 0 23354 0 187922 0 0 0 CHUE VANG CHIEF FINANCIAL OFFICER 159860 0 0 0 0 0 1100 0 8328 0 169288 0 0 0 X 54 920569 COST/SELLING PRICE X INFANT SUPPLIES 12 11200 COST/SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990. AFTER ALL QUESTIONS AND COMMENTS ARE RESOLVED, FORM 990 IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND BOARD OF DIRECTOR MEMBERS ARE REQUIRED TO SUBMIT A DISCLOSURE FORM ANNUALLY, WHICH AFFIRMS THEIR ACCEPTANCE OF THE TERMS OF THE CONFLICT OF INTEREST POLICY AND THE REQUIREMENT TO DISCLOSE ANY EXISTING OR POTENTIAL CONFLICT. DISCLOSURES SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF, SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. THE DECISION OF THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF, ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 WELLSPACE HEALTH USES LABOR MARKET DATA AND MARKET COMPARISONS OF OTHER REGIONAL NON-PROFITS TO DETERMINE COMPENSATION OF THE CEO, OFFICERS, AND KEY EMPLOYEES. WELLSPACE HEALTH ALSO USES THE PRIVATE MARKET, BASED ON EXPERIENCE AND QUALIFICATIONS. THE BOARD OF WELLSPACE HEALTH APPROVES THE COMPENSATION FOR THE CEO. THE CEO APPROVES COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES. DELIBERATION AND DECISION FOR THE COMPENSATION WAS DOCUMENTED IN THE BOARD APPROVED BUDGET. MARKET COMPARABILITY WAS LAST UNDERTAKEN IN 2017, BUT OTHER PARTS OF THE PROCESS ARE DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9: BEGINNING NET ASSETS OF STRATEGIES FOR CHANGE -646,845. WELLSPACE NEXUS LLC 1500 EXPO PARKWAY SACRAMENTO CA 95815 862909532 HEALTHCARE, WSN IS A RISK BEARING ORGANIZATION (RBO) CA 727856 765308 WELLSPACE HEALTH STRATEGIES FOR CHANGE 1500 EXPO PARKWAY SACRAMENTO CA 95815 942600143 HEALTHCARE CA 501(C)(3) LINE 7 WELLSPACE HEALTH 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 STRATEGIES FOR CHANGE K 114000 CASH