2024-05-14T11:27:25-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-07-01 330664371 SAC HEALTH SYSTEM SACH 9092599113 250 S G STREET SAN BERNARDINO CA 92410 JORDAN URBAN CFO 9092599113 2024-05-10 1 JORDAN URBAN XXX-XX-XXXX 0 KURT J BENNION CPA P01469618 4252506100 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON LOHR 250 S G STREET SAN BERNARDINO CA 92410 110819273 0 X WWW.SACHEALTH.ORG X 1995 CA PROVIDE COMMUNITIES WITH PRIMARY HEALTH CARE SERVICES, DENTAL CARE & BEHAVIORAL HEALTH SERVICES. 13 13 687 13 0 0 20791990 19207266 105746740 88708269 8040 114268 1858335 2789470 128405105 110819273 61362 173060 0 0 39391126 50463304 153135 194600 194600 43121420 51404138 82727043 102235102 45678062 8584171 65694940 122473721 12326631 60482175 53368309 61991546 X TO REFLECT THE HEALING MINISTRY AND LOVE OF JESUS CHRIST THROUGH HEALTHCARE, EDUCATION, AND PARTNERSHIPS THAT EMPOWER OUR COMMUNITIES TO FLOURISH. 0 0 53391980 173060 77486152 SACHS IS COMMITTED TO PROVIDING ACCESSIBLE INTEGRATED HEALTHCARE (I.E. MEDICAL, DENTAL & BEHAVIORAL HEALTH) TO ALL THOSE IN NEED IN THE SAN BERNARDINO COUNTY. SACHS EMPOWERS FAMILIES TO LIVE VIBRANT AND HEALTHY LIVES THROUGH THE DELIVERY OF CULTURALLY SENSITIVE AND HIGH QUALITY, COMPREHENSIVE SERVICES. 3167172 0 0 TEACHING HEALTH CENTER GRADUATE MEDICAL EDUCATION - HRSA FUNDED PRIMARY CARE RESIDENCY PROGRAMS WHICH INCLUDE FAMILY MEDICINE, INTERNAL MEDICINE, OB & GYN, PSYCHIATRY. IT HELPS BUILD HEALTHY COMMUNITIES BY SUPPORTING QUALIFIED HEALTHCARE PROVIDERS DEDICATED TO WORKING IN EDUCATION EXPENSES FOR TRAINING RESIDENTS IN NEW OR EXPANDING COMMUNITY BASED PRIMARY CARE RESIDENCY PROGRAMS. 2812668 0 11222117 IEHP'S BEHAVIORAL HEALTH INTEGRATION & COMPLEX CARE INITIATIVE GRANT - THE GRANT'S OBJECTIVE IS TO TRANSFORM PROVIDER'S CLINICAL PRACTICES IN 5 KEY AREAS WHICH INCLUDES ASSESSMENT PROCESSES, CARE PLANNING, SERVICE DELIVERY PRACTICES, POPULATION HEALTH CARE MANAGEMENT & HEALTH PROMOTION/PATIENT EXPERIENCE. IT SUPPORTS PRIMARY & BEHAVIORAL HEALTH CARE INTEGRATION (I.E. TEAM BASED CARE). THE GRANT PAYS FOR PERSONNEL INVOLVED IN THE OPERATION OF THE GRANT, AS WELL AS INDIRECT EXPENSES SUCH AS OFFICE SUPPLIES. 3167171 0 0 HRSA FULL 330 HEALTH CENTER PROGRAM GRANT. SACHS IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) RECEIVING A GRANT UNDER SECTION 330 OF THE PUBLIC HEALTH SERVICE (PHS) ACT (42 UNITED STATES CODE SECTION 254A). FQHCS ARE PAID BASED ON THE FQHC PROSPECTIVE PAYMENT SYSTEM (PPS) FOR MEDICALLY-NECESSARY PRIMARY HEALTH SERVICES AND QUALIFIED PREVENTIVE HEALTH SERVICES FURNISHED BY AN FQHC PRACTITIONER. 3167171 0 0 62538991 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 46 0 687 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JORDAN URBAN 9092599113 250 S G STREET SAN BERNARDINO CA 92410 DR JASON LOHR PRESIDENT & CEO 40.00 X 407797 0 69858 DR MARYELLEN WESTERBERG VICE PRESIDENT & COO 40.00 X 264855 0 37871 LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 40.00 X 235779 0 57200 JOHN SKELTON VICE PRESIDENT & CFO (THROUGH OCT 2022) 40.00 X 247535 0 33345 PAUL FOSTER CHIEF PEOPLE OFFICER 40.00 X 238828 0 38764 GERRARD GIER VICE PRESIDENT & CIO 40.00 X 233823 0 42982 YVETTE FELIPE DENTIST 40.00 X 184522 0 40395 EDELWEISS VON MAACK CHIEF NURSING OFFICER (THROUGH NOV 2022) 40.00 X 188098 0 27191 MICHAEL CONRAD NURSE PRACTITIONER 40.00 X 167647 0 35807 MARIA LASAM NURSE PRACTITIONER 40.00 X 161845 0 40569 LADONNA OELSCHLAEGER LEAD CLINICAL PHARMACIST 40.00 X 170881 0 16759 LAURA QUAYE NURSE PRACTITIONER 40.00 X 152004 0 33762 JORDAN URBAN VICE PRESIDENT & CFO 40.00 X 0 0 0 ROD NEAL BOARD CHAIR 0.75 X X 0 0 0 RAUL CASTILLO BOARD CO-CHAIR 0.75 X X 0 0 0 OLU TOMI DANIEL BOARD SECRETARY 0.75 X X 0 0 0 ANN ATKINSON BOARD MEMBER 0.50 X 0 0 0 JONATHAN PETER BAKER BOARD MEMBER 0.50 X 0 0 0 JESSICA GARCIA BOARD MEMBER 0.50 X 0 0 0 DR RICHARD HART BOARD MEMBER 0.50 X 0 0 0 DR MARILYN HERRMANN BOARD MEMBER 0.50 X 0 0 0 LUISA LOUBRIEL BOARD MEMBER 0.50 X 0 0 0 PATRICK MORRIS BOARD MEMBER 0.50 X 0 0 0 DR ERIC NGO BOARD MEMBER 0.50 X 0 0 0 KEN RAMIREZ BOARD MEMBER 0.50 X 0 0 0 MAGDALENA WIESNER BOARD MEMBER 0.50 X 0 0 0 2653614 0 474503 50 0 1 0 FACULTY PHYSICIANS & SURGEONS OF LLUSM 350 E COMMERCIAL RD 101 SAN BERNARDINO CA 92408 PHYSICIAN SERVICES 15593889 LLU HEALTH EDUCATION CONSORTIUM 11165 MOUNTAIN VIEW AVE LOMA LINDA CA 92350 RESIDENTS CONTRACTOR 4885418 LOMA LINDA UNIVERSITY SHARED SERVICES PO BOX 926 LOMA LINDA CA 923540926 SHARED SERVICES 3718133 7 LAYER IT SOLUTIONS INC 8921 FULLBRIGHT AVE CHATSWORTH CA 91311 TECH SUPPORT SERVICES 2199545 518 MEDICAL PROFESSIONALS PO BOX 910569 SAN DIEGO CA 921910569 PROFESSIONAL STAFFING SERVICES 1175329 34 12335656 6871610 19207266 PATIENT CARE REVENUE 621400 77216743 77216743 CAPITATION REVENUE 621400 11491526 11491526 88708269 114268 114268 164618 0 164618 164618 164618 OTHER INCOME 900099 2624852 2624852 2624852 110819273 88708269 0 2903738 X 173060 173060 2363893 2363893 35807368 19823913 15983455 2040136 1348694 691442 7629195 4048839 3580356 2622712 1318396 1304316 1723515 48252 1675263 91970 91970 194600 194600 32630943 25867136 6763807 2158695 625838 1532857 1919717 140844 1778873 7587949 5861769 1726180 107567 57330 50237 14919 787 14132 763659 402675 360984 599749 6796 592953 MEDICAL SUPPLIES 2645336 2582240 63096 EQUIPMENT 539412 141160 398252 OTHER EXPENSES 246428 8781 237647 DUES & SUBSCRIPTIONS 153301 32120 121181 220978 50361 170617 102235102 62538991 39501511 194600 12281308 13982919 819500 728739 3423943 5311829 6387354 7371949 586930 3964932 65729 91748 617837 548751 49355489 5782721 5861690 43572768 35650649 46900086 65694940 122473721 5335713 8740440 1225324 40585 211760 78512 5553834 4919312 0 46703326 12326631 60482175 X 52537038 61221588 831271 769958 53368309 61991546 65694940 122473721 8584171 39066 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146992 4895 151887 134372 12620 146992 127906 6466 134372 122643 5263 127906 74782 43615 4246 122643 0.00000 0.10000 0.90000 0 0 6961188 6961188 33858372 2790020 31068352 321907 18480 303427 4506744 2974221 1532523 3707278 3707278 43572768 DEPOSITS 219838 RIGHT-OF-USE LEASE ASSETS 46680248 46900086 RIGHT-OF-USE LEASE LIABILITIES 46703326 46703326 PART V, LINE 4: THE ENDOWMENT'S PRINCIPAL MAY NOT BE SPENT, BUT THE INCOME CAN BE EXPENDED AS OPERATING FUNDS FOR THE SACHS CLINICS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES PROVIDE HEALTH CARE SERVICES TO MEDICALLY UNDERSERVED POPULATIONS 12864 0 0 0 0 0 0 12864 0 12864 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 1 AM DEVELOPMENT GROUP 10250 FARMINGTON STREET OAK HILLS CA 92344 CONSULTANT & GRANT WRITER 0 12492994 194600 12298394 12492994 194600 12298394 CA MD 1 LOMA LINDA CHILDREN'S HOSPITAL FOUNDATION 11234 ANDERSON STREET LOMA LINDA CA 92354 330565591 501(C)(3) 103000 0 GENERAL OPERATING SUPPORT CHRISTIAN COMMUNITY HEALTH FELLOWSHIP 2595 CENTRAL AVENUE MEMPHIS TN 38104 640683708 501(C)(3) 20000 0 CONFERENCE SPONSORSHIP BLYTHE CHAMBER OF COMMERCE 101 E HOBSON WAY BLYTHE CA 92225 951735687 501(C)(6) 8500 0 GENERAL OPERATING SUPPORT 2 1 PART I, LINE 2: PRIOR TO SPONSORING A LOCAL CHARITY, SAC HEALTH SYSTEM CONFIRMS THAT THE RECIPIENT IS A QUALIFIED CHARITABLE ORGANIZATION OR GOVERNMENTAL AGENCY. ALL SPONSORSHIPS ARE GIVEN FOR GENERAL OPERATING SUPPORT, SO NO FOLLOW-UP IS CONDUCTED. X 1 0 X X X X 0 0 0 0 0 0 0 0 0 DR JASON LOHR PRESIDENT & CEO 407592 0 205 0 0 0 29703 0 40155 0 477655 0 0 0 DR MARYELLEN WESTERBERG VICE PRESIDENT & COO 264650 0 205 0 0 0 21187 0 16684 0 302726 0 0 0 LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 235574 0 205 0 0 0 19144 0 38056 0 292979 0 0 0 JOHN SKELTON VICE PRESIDENT & CFO (THROUGH OCT 2022) 247535 0 0 0 0 0 18114 0 15231 0 280880 0 0 0 PAUL FOSTER CHIEF PEOPLE OFFICER 238623 0 205 0 0 0 16034 0 22730 0 277592 0 0 0 GERRARD GIER VICE PRESIDENT & CIO 233618 0 205 0 0 0 18181 0 24801 0 276805 0 0 0 YVETTE FELIPE DENTIST 184319 0 203 0 0 0 15161 0 25234 0 224917 0 0 0 EDELWEISS VON MAACK CHIEF NURSING OFFICER (THROUGH NOV 2022) 188098 0 0 0 0 0 14829 0 12362 0 215289 0 0 0 MICHAEL CONRAD NURSE PRACTITIONER 166972 0 675 0 0 0 13660 0 22147 0 203454 0 0 0 MARIA LASAM NURSE PRACTITIONER 161642 0 203 0 0 0 13121 0 27448 0 202414 0 0 0 LADONNA OELSCHLAEGER LEAD CLINICAL PHARMACIST 170678 0 203 0 0 0 13688 0 3071 0 187640 0 0 0 LAURA QUAYE NURSE PRACTITIONER 151787 0 217 0 0 0 12320 0 21442 0 185766 0 0 0 PART I, LINE 1A DURING 2022, THE ORGANIZATION GAVE HOLIDAY BONUSES OF $200 TO ALL EMPLOYEES AND THOSE BONUSES WERE GROSSED UP TO COVER TAXES. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD'S CHAIR AND SECRETARY, AS WELL AS THE CHAIRS OF ALL STANDING COMMITTEES. THE AFFAIRS AND MANAGEMENT OF THE ORGANIZATION ARE SUPERVISED BY THE EXECUTIVE COMMITTEE, WHICH HAS POWER TO TRANSACT ALL REGULAR BUSINESS OF THE ORGANIZATION AND HAS THE FULL AUTHORITY OF THE BOARD DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD, SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD AND SUBJECT TO THE LIMITATIONS OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. ADDITIONALLY, EVERY TWO YEARS, THE EXECUTIVE COMMITTEE REVIEWS THE BYLAWS AND RECOMMENDS REVISIONS AS NECESSARY TO ENSURE COMPLIANCE WITH APPLICABLE STATUTES, REGULATIONS, LICENSING AND ACCREDITATION REQUIREMENTS. THE EXECUTIVE COMMITTEE ALSO RECOMMENDS TO THE BOARD NOMINEES FOR DIRECTORS AND MAY RECOMMEND NOMINEES FOR THE OFFICERS OF THE ORGANIZATION. THE ACTIONS OF THE EXECUTIVE COMMITTEE MUST NOT SUPERSEDE THE FULL HEALTH CENTER GOVERNING BOARD'S AUTHORITIES, FUNCTIONS AND RESPONSIBILITIES. FORM 990, PART VI, SECTION A, LINE 3 THE CHIEF OF ACADEMICS, CMO, AND ASSISTANT CMO ARE PROVIDED THROUGH A SERVICE AGREEMENT WITH FACULTY AND PHYSICIAN SERVICES OF LOMA LINDA UNIVERSITY, A SUBSIDIARY OF LOMA LINDA UNIVERSITY HEALTH. FORM 990, PART VI, SECTION A, LINE 5 DURING THE FISCAL YEAR, THE ORGANIZATION SUFFERED A CYBER-ATTACK THAT RESULTED IN THE LOSS OF APPROXIMATELY $600,000. IN RESPONSE, THE ORGANIZATION STRENGTHENED OUR EMAIL VERIFICATION AND WIRE TRANSFER VERIFICATION TOOLS AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE IRS, THE FORM 990 WAS REVIEWED BY MANAGEMENT, BY THE FINANCE COMMITTEE AND BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF PEOPLE OFFICER ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM BOARD MEMBERS, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD MEMBERS MAKE THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. AN INDIVIDUAL WITH A CONFLICT WOULD RECUSE THEM SELF FROM DISCUSSIONS, DECISION AND VOTE, ON ANY ISSUE FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 SACHS HR DOES A COMPENSATION SURVEY FOR CEO, CFO, COO AND CIO PAY, AND THE BOARD APPROVES SALARIES. DURING 2021, AN INDEPENDENT COMPENSATION CONSULTANT PROVIDED A COMPENSATION REVIEW FOR THE ORGANIZATION. THEY PROVIDED A MARKET RATE ANALYSIS OF EXECUTIVE PAY USING REGIONAL COMPARATIVE DATE AND RATES WERE RECOMMENDED FOR APPROVAL BY THE BOARD. DURING 2022, THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE CEO'S COMPENSATION ADJUSTMENT WHILE THE CEO REVIEWED AND APPROVED ALL OTHER EXECUTIVE COMPENSATION ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 SAC HEALTH SYSTEM MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. THE FINANCIAL INFORMATION IS INCLUDED IN THE IRS FORM 990, WHICH IS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 25,867,136. MANAGEMENT AND GENERAL EXPENSES 6,763,807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,630,943. SAC BRIER LLC 250 S G STREET SAN BERNARDINO CA 92410 933709450 HEALTH CARE CA 0 0 SAC HEALTH SYSTEM