2025-05-15T21:43:41-05:00 2024-06-30 910189318 MOSS ADAMS LLP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2023-07-01 941713704 WELLSPACE HEALTH WELL 9164694690 1500 EXPO PARKWAY SACRAMENTO CA 95815 A JONATHAN PORTEUS PHD CEO 9164694690 2025-05-15 1 1 AMY L HENDLEY P01300654 9165038100 2025-05-15 2023 2025-03-06 01:10:19Z A JONATHAN PORTEUS PHD 1500 EXPO PARKWAY SACRAMENTO CA 95815 155722624 0 X WWW.WELLSPACEHEALTH.ORG X 1970 CA ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE. 9 9 1255 119 46356 39347 33742106 32400518 102643273 110278109 306437 1405065 -158817 347528 136532999 144431220 0 0 0 0 77455956 102192202 0 0 130000 54166900 52613190 131622856 154805392 4910143 -10374172 114813629 104952483 57822570 57850007 56991059 47102476 X THE MISSION OF WELLSPACE HEALTH IS ACHIEVING REGIONAL HEALTH THROUGH HIGH QUALITY COMPREHENSIVE CARE. 0 0 120726950 0 110278109 WELLSPACE HEALTH, A NONPROFIT FEDERALLY QUALIFIED HEALTH CENTER (FQHC), IS COMMITTED TO ENHANCING REGIONAL HEALTH BY DELIVERING HIGH-QUALITY, COMPREHENSIVE CARE. IN 2024, 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 6,200 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. 120726950 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 1 106 0 1 1255 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 0 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/COMMUNITY 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 CHRIS BAKER CONSUMER DIRECTOR 1.00 0.00 X 0 0 0 BILL BARCELLONA COMMUNITY DIRECTOR 1.00 0.00 X 0 0 0 JODY GRAY CONSUMER DIRECTOR (THRU 01/24) 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 166 0 1 0 MASON BUILDING & DESIGN LLC 149 PARKSHORE DRIVE FOLSOM CA 95630 CONSTRUCTION SERVICES 3707639 WELLSPACE PHARMACY SERVICES INC 3215 PENNINGTON ROAD LIVE OAKS CA 95953 PHARMACY CONSULTATION SERVICES 1148994 ASTON CARTER INC PO BOX 7410408 CHICAGO IL 606740408 TEMP STAFFING 1139035 LANGUAGE LINE SERVICES INC PO BOX 202564 DALLAS TX 953202564 INTERPRETATION SERVICES 1048562 JAN-PRO CLEANING SYSTEMS OF SAC 1355 HALYARD DR STE 150 SACRAMENTO CA 95691 CLEANING SERVICES 1000984 19 24848086 7552432 983822 32400518 PATIENT REVENUE 624100 100088558 100088558 340B PHARMACY REVENUE 624100 8907830 8907830 ACO ANNUAL PAYMENT 624100 846258 846258 CLIENT RESEARCH FEE 624100 14677 14677 420786 420786 110278109 265499 265499 161801 477954 -316153 -316153 46356 -362509 10187275 1765741 10187275 626175 0 1139566 1139566 1139566 MISCELLANEOUS REVENUE 900099 407684 407684 INSURANCE PAYMENT 900099 255997 255997 663681 144431220 110278109 46356 1706237 3085397 888420 2196977 82686618 70847760 11838858 928292 831331 96961 9204202 7765996 1438206 6287693 5253806 1033887 632042 102585 529457 325176 1050 324126 130000 130000 80522 80522 3661733 3661733 1299 1299 4015656 3471533 544123 4706980 1957996 2748984 10526994 7718291 2808703 280270 206615 73655 952013 476496 475517 34506 15165 19341 1905912 1392660 513252 844942 401356 443586 CLAIMS EXPENSE 6378477 6378477 340B PHARMACY EXPENSES 5100773 5100773 PATIENT COSTS 3223018 3177805 45213 BAD DEBT EXPENSE 2312083 2312083 7500794 5142197 2358597 154805392 120726950 33948442 130000 10235263 16378015 11761965 5212928 3674703 2755810 11497606 12348341 792109 777619 61140187 13188610 44460762 47951577 9548704 0 141231 143894 22701286 19384299 114813629 104952483 9746625 9108736 1933615 3515005 23021394 25164800 23120936 20061466 57822570 57850007 X 56860084 47072382 130975 30094 56991059 47102476 114813629 104952483 -10374172 485944 -355 0 X 0 1 X 1 1 1 X 8512204 24646482 47798461 33742106 32400518 147099771 8512204 24646482 47798461 33742106 32400518 147099771 147099771 72595 51542 159202 383124 339616 1006079 40272 0 39355 61298 40347 181272 663681 663681 148950803 450785720 0.98760 0.98940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PAYMENT - 2023 AMOUNT: $ 255,997. MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 407,684. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 130000 130000 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. 27431 2663 30094 25441 1990 27431 29849 -4408 25441 22335 7514 29849 22409 -74 22335 0.00000 1.00000 0.00000 1 0 1719569 10233954 11953523 7493397 27714574 3012287 32195684 39194 4378687 3463162 954719 5220 7067076 4981827 2090469 98875 2389641 1731334 757182 47951577 RIGHT OF USE ASSETS 18837635 457(B) DEFERRED COMPENSATION ASSET 385987 DEPOSITS 160677 19384299 OPERATING LEASE LIABILITIES 19347560 457(B) DEFERRED COMPENSATION LIABILITY 385987 OTHER LIABILITIES 327919 20061466 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, 2024 AND 2023, 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 0 0 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 1A A. JONATHAN PORTEUS RECEIVED AN AUTO ALLOWANCE. THIS WAS INCLUDED IN TAXABLE INCOME. 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 78 983822 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 THE FORM 990 PRIOR TO FILING. 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. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: I. THE CONFLICTING INTEREST IS FULLY DISCLOSED; II. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; III. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND IV. THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF, HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. 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 10360742 3000837 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 1 0 0 0 STRATEGIES FOR CHANGE K 76000 CASH