2024-05-17T10:22:20-05:00 2023-06-30 910189318 MOSS ADAMS LLP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2022-07-01 941713704 WELLSPACE HEALTH WELL 9164694690 1500 EXPO PARKWAY SACRAMENTO CA 95815 A JONATHAN PORTEUS PHD CEO 9164694690 2024-05-16 1 A JONATHAN PORTEUS PHD 999009999 0 TRACY S PAGLIA P00366884 9165038100 2024-05-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z A JONATHAN PORTEUS PHD 1500 EXPO PARKWAY SACRAMENTO CA 95815 137185421 0 X WWW.WELLSPACEHEALTH.ORG X 1970 CA ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE. 9 9 1419 213 63298 37354 47798461 33742106 80492672 102643273 123397 306437 -23011 -158817 128391519 136532999 0 0 0 0 68056041 77455956 0 0 20833 37598609 54166900 105654650 131622856 22736869 4910143 79197223 114813629 27608398 57822570 51588825 56991059 X THE MISSION OF WELLSPACE HEALTH IS ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE. 0 0 102981430 0 102643273 WELLSPACE HEALTH, A NONPROFIT FEDERALLY QUALIFIED HEALTH CENTER (FQHC), IS COMMITTED TO ENHANCING REGIONAL HEALTH BY DELIVERING HIGH-QUALITY, COMPREHENSIVE CARE. IN 2023, WELLSPACE REACHED AROUND 125,000 INDIVIDUALS THROUGH OVER 400,000 MEDICAL, DENTAL, BEHAVIORAL HEALTH, AND SUPPORTIVE SERVICE ENCOUNTERS. FOCUSED ON SERVING THE UNDERSERVED IN THE SACRAMENTO REGION, 92% OF ITS PATIENTS ARE CLASSIFIED AS LOW-INCOME, WITH 10% UNINSURED AND 4,013 EXPERIENCING HOMELESSNESS.WELLSPACE PROVIDES SERVICES DAILY TO 1,400 INDIVIDUALS VIA AN INTEGRATED NETWORK OF FEDERALLY QUALIFIED HEALTH CENTERS, BEHAVIORAL HEALTH CENTERS, AND CALIFORNIA'S SECOND-LARGEST 9-8-8 SUICIDE AND CRISIS CENTER (988 SACRAMENTO), ALONG WITH OTHER COLLABORATIVE PARTNERSHIPS. KEY PROGRAMS INCLUDE WELLSPACE NEXUS, WHICH ENHANCES CARE FOR VULNERABLE POPULATIONS THROUGH INNOVATIVE CARE MODELS AND NETWORK EXPANSION, AND THE WELLSPACE INSTITUTE, WHICH EMPOWERS HISTORICALLY DISENFRANCHISED COMMUNITIES VIA HEALTHCARE WORKFORCE PROGRAMS SUCH AS THE LEAD, MEDICAL ASSISTANT CERTIFICATE, AND COMMUNITY HEALTH WORKER CERTIFICATE PROGRAMS.988 SACRAMENTO, A CRITICAL PART OF THE CRISIS SYSTEM, OFFERS 24/7 SUICIDE PREVENTION AND MENTAL HEALTH CRISIS INTERVENTION, ENSURING ONGOING SUPPORT FOR INDIVIDUALS POST-CRISIS. AS SACRAMENTO COUNTY'S FIRST DESIGNATED CERTIFIED COMMUNITY BEHAVIORAL HEALTH CENTER (CCBHC) SINCE 2022, WELLSPACE ADDRESSES COMPLEX MENTAL HEALTH AND SUBSTANCE USE NEEDS COMPREHENSIVELY.WELLSPACE MAINTAINS HIGH STANDARDS OF CARE, ACCREDITED BY THE JOINT COMMISSION FOR AMBULATORY CARE AND BEHAVIORAL HEALTH, AND CERTIFIED AS A PATIENT-CENTERED MEDICAL HOME AND BEHAVIORAL HEALTH HOME, EMPHASIZING ITS COMMITMENT TO INTEGRATED, PATIENT-CENTERED CARE. THROUGH THESE INITIATIVES, WELLSPACE HEALTH CONTINUES TO ADVANCE ITS MISSION OF ACHIEVING REGIONAL HEALTH THROUGH INTEGRATED, INCLUSIVE, AND COMPASSIONATE CARE, ADAPTING TO MEET THE EVOLVING NEEDS OF THE COMMUNITIES IT SERVES. 102981430 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 1 144 0 1 1419 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 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 A JONATHAN PORTEUS PHD CHIEF EXECUTIVE OFFICER 40.00 2.50 X 611184 0 8169 OLGA THORNE MD OB GYNECOLOGIST 40.00 0.00 X 526407 0 24623 SALOME DODGE DO OB GYNECOLOGIST 40.00 0.00 X 434253 0 31811 PRUDENCIO SAMSON PSYCHIATRIST 40.00 0.00 X 454510 0 8169 JAY CURKENDALL MD OB GYNECOLOGIST 40.00 0.00 X 427353 0 23546 ALISON HASTINGS MD OB GYNECOLOGIST 40.00 0.00 X 405922 0 30680 JANINE BERA CHIEF MEDICAL OFFICER 40.00 0.00 X 404699 0 24272 CHARLES SCOTT HARROD DEPUTY CHIEF MEDICAL OFFICER 40.00 0.00 X 298134 0 29302 BRENDA SHIPP CHIEF OPERATIONS/COMPLIANCE OFFICER 40.00 0.00 X 301060 0 25113 FRANCISCO AGUIRRE MEDICAL DIRECTOR OF PEDIATRICS 32.00 0.00 X 302824 0 18277 CHUE VANG CHIEF FINANCIAL OFFICER 40.00 0.00 X 258980 0 11700 CORDIA LOSH II CHIEF STRATEGY OFFICER 40.00 0.00 X 257131 0 3183 SEAN BENEDICT - DEPUTY CHIEF OF BEHAVIORAL HEALTH PROGRAMS 40.00 0.00 X 188544 0 31947 RUZWA COOPER PRESIDENT/CONSUMER DIRECTOR 1.50 1.00 X X 0 0 0 LEAH MURPHY - FIRST VICE PRESIDENT/CONSUMER DIRECTOR 1.00 0.00 X X 0 0 0 JOYCE WHITEN - SECOND VICE PRESIDENT/CONSUMER DIRECTOR 1.00 0.00 X X 0 0 0 LARRY MAAS TREASURER/COMMUNITY DIRECTOR 1.50 0.00 X X 0 0 0 JIM TILTON SECRETARY/COMMUNITY DIRECTOR 1.00 0.00 X X 0 0 0 BILL BARCELLONA COMMUNITY DIRECTOR 1.00 0.00 X 0 0 0 JODY GRAY CONSUMER DIRECTOR 1.00 0.00 X 0 0 0 TIMOTHY MARTIN CONSUMER DIRECTOR 1.00 0.00 X 0 0 0 LISA STEWART CONSUMER DIRECTOR 1.00 1.00 X 0 0 0 4871001 0 270792 145 0 1 0 ASCENT BUILDERS INC 1400 S STREET SACRAMENTO CA 95811 CONTRACTORS 3544651 AEROTEK PROFESSIONAL SERVICES 3689 COLLECTION CENTER DRIVE CHICAGO IL 60693 TEMPORARY STAFF 3347733 ASTON CARTER PO BOX 7410408 CHICAGO IL 606740408 TEMPORARY STAFF 1841265 HITCARE PO BOX 66936 ST LOUIS MO 63166 IT SERVICES 822373 ADAIR GENERAL CONSTRUCTION 4019 N FREEWAY BOULEVARD SACRAMENTO CA 95834 CONSTRUCTION 522548 86 21487076 12255030 631158 33742106 PATIENT REVENUE 624100 94677093 94677093 340B PHARMACY REVENUE 624100 7952166 7952166 CLIENT RESEARCH FEE 624100 14014 14014 102643273 307573 307573 171793 330610 -158817 -158817 63298 -222115 320676 321812 -1136 -1136 -1136 136532999 102643273 63298 84322 2440264 833524 1606740 62582096 54087791 8494305 683282 583547 99735 6927774 5778201 1149573 4822540 4034376 788164 625355 625355 196345 196345 20833 20833 455607 455607 4512967 4266731 246236 7056 7056 3721547 3240028 481519 3889601 1473909 2415692 10003802 7787410 2216392 275935 190033 85902 731497 336995 394502 422884 243706 179178 1987306 1493724 493582 724509 343240 381269 BAD DEBT EXPENSE 7806265 7806265 CLAIMS EXPENSE 6519870 6519870 340B PHARMACY EXPENSES 4281103 4281103 PATIENT COSTS 2914191 2731343 182848 5070227 3462448 1607779 131622856 102981430 28620593 20833 15386773 10235263 6628942 11761965 6002579 3674703 10428360 11497606 883229 792109 56532114 12071352 30505523 44460762 8820789 9548704 139242 141231 401786 22701286 79197223 114813629 11061183 9746625 2847722 1933615 13262712 23021394 436781 23120936 27608398 57822570 X 51152224 56860084 436601 130975 51588825 56991059 79197223 114813629 4910143 492091 0 X 0 1 X 1 1 1 X 10959833 8512204 24646482 47798461 33742106 125659086 10959833 8512204 24646482 47798461 33742106 125659086 434996 125224090 79812 72595 51542 159202 383124 746275 13322 40272 39355 61298 154247 126559608 395908680 0.98940 0.98320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 20833 20833 0 PART II-B, LINE 1: WELLSPACE HEALTH ENGAGES LOBBYISTS AND BELONGS TO INDUSTRY AND PROFESSIONAL ASSOCIATIONS FOR WHICH A PORTION OF THE MEMBERSHIP DUES IS USED FOR LOBBYING ACTIVITIES. 25441 1990 27431 29849 -4408 25441 22335 7514 29849 22409 -74 22335 21734 675 22409 0.00000 1.00000 0.00000 1 0 243527 10802658 11046185 1495952 29604139 2910106 28189985 4744379 3373424 1370955 7328024 5376136 1951888 2313435 411686 1901749 44460762 457(B) DEFERRED COMPENSATION ASSET 199330 DEPOSITS 283327 RIGHT OF USE ASSETS 22218629 22701286 OTHER LIABILITIES 330117 457(B) DEFERRED COMPENSATION LIABILITY 199330 OPERATING LEASE LIABILITIES 22475338 FINANCING LEASE LIABILITIES 116151 23120936 X PART V, LINE 4: ENDOWMENT FUNDING IS RESTRICTED AND CAN BE UTILIZED FOR ANY RELATED ORGANIZATION MISSION. THE ORGANIZATION'S ENDOWED AGENCY FUND IS ADMINISTERED IN ACCORDANCE WITH THE POLICIES OF THE COMMUNITY FOUNDATION. 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, 2023 AND 2022, 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 1 0 A JONATHAN PORTEUS PHD CHIEF EXECUTIVE OFFICER 439943 0 165087 0 6154 0 7500 0 669 0 619353 0 0 0 OLGA THORNE MD OB GYNECOLOGIST 525407 0 1000 0 0 0 7500 0 17123 0 551030 0 0 0 SALOME DODGE DO OB GYNECOLOGIST 433253 0 1000 0 0 0 5625 0 26186 0 466064 0 0 0 PRUDENCIO SAMSON PSYCHIATRIST 453510 0 1000 0 0 0 7500 0 669 0 462679 0 0 0 JAY CURKENDALL MD OB GYNECOLOGIST 426353 0 1000 0 0 0 6706 0 16840 0 450899 0 0 0 ALISON HASTINGS MD OB GYNECOLOGIST 405922 0 0 0 0 0 2387 0 28293 0 436602 0 0 0 JANINE BERA CHIEF MEDICAL OFFICER 404699 0 0 0 0 0 6678 0 17594 0 428971 0 0 0 CHARLES SCOTT HARROD DEPUTY CHIEF MEDICAL OFFICER 297134 0 1000 0 0 0 0 0 29302 0 327436 0 0 0 BRENDA SHIPP CHIEF OPERATIONS/COMPLIANCE OFFICER 301060 0 0 0 0 0 7500 0 17613 0 326173 0 0 0 FRANCISCO AGUIRRE MEDICAL DIRECTOR OF PEDIATRICS 301824 0 1000 0 0 0 768 0 17509 0 321101 0 0 0 CHUE VANG CHIEF FINANCIAL OFFICER 258980 0 0 0 0 0 2004 0 9696 0 270680 0 0 0 CORDIA LOSH II CHIEF STRATEGY OFFICER 257131 0 0 0 0 0 0 0 3183 0 260314 0 0 0 SEAN BENEDICT - DEPUTY CHIEF OF BEHAVIORAL HEALTH PROGRAMS 187544 0 1000 0 0 0 2508 0 29439 0 220491 0 0 0 PART I, LINE 7 A. JONATHAN PORTEUS RECEIVED A ONE-TIME BONUS PAYMENT FOR FISCAL YEAR 2022 AND 2023 BASED ON AN ASSESSMENT OF HIS PERFORMANCE. X 44 610341 COST/SELLING PRICE X INFANT SUPPLIES 5 20817 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 A, LINE 4 THE BYLAWS WERE AMENDED SEPTEMBER 19, 2022. MINOR UPDATES WERE MADE REGARDING THE DUTIES AND RESPONSIBILITIES OF OFFICERS. 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 2023, 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. WELLSPACE NEXUS LLC 1500 EXPO PARKWAY SACRAMENTO CA 95815 862909532 HEALTHCARE, WSN IS A RISK BEARING ORGANIZATION (RBO) CA 8875227 2586496 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