2025-11-17T16:57:56-06:00 2024-12-31 330700332 VASQUEZ COMPANY LLP 655 N CENTRAL AVENUE STE 1550 GLENDALE CA 91203 990 2024-01-01 952810095 ALTAMED HEALTH SERVICES CORPORATION ALTA 3237258751 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 JOSE U ESPARZA EVP OF FINANCE/CFO 3237258751 2025-11-17 1 1 REGINA L PRINCE CPA P00576936 2138731700 2024 2025-03-06 01:10:19Z JOSE U ESPARZA 2040 CAMFIELD AVENUE LOS ANGELES CA 90040 1800332771 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. 11 11 6287 11 27424447 256250 66923695 58812727 1234820447 1423360913 25374852 38957332 153660628 198919984 1480779622 1720050956 1265002 3318922 0 0 573789651 701237172 0 0 4937754 817107634 947080702 1392162287 1651636796 88617335 68414160 1519511621 1662774257 593770335 651202408 925741286 1011571849 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 991774260 3318922 961700363 MEDICAL & DENTAL SERVICES ALTAMED OPERATES 40 PRIMARY CARE AND DENTAL CLINICS IN LOS ANGELES COUNTY (33 CLINICS) AND ORANGE COUNTY (7 CLINICS), IN ADDITION TO TWO MOBILE UNITS THAT OFFER MEDICAL, DENTAL, AND COMMUNITY OUTREACH SERVICES. IN 2024, ALTAMED PROVIDED A MEDICAL HOME TO OVER 500,000 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 76,000 CHILDREN AND ADULTS ACCESSED ORAL HEALTH SERVICES THROUGH ALTAMED'S 14 DENTAL CLINICS, 2 MOBILE MEDICAL/DENTAL UNIT, AND 5 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 85,000 PATIENTS THROUGHOUT LOS ANGELES AND ORANGE COUNTIES IN 2024. 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. 423973221 448302160 SENIOR SERVICES ALTAMED'S 16 PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) SITES ALLOW OVER 5,000 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. 14067705 11327146 HIV CARE AND SERVICES WITH OVER TWO DECADES OF EXPERIENCE PROVIDING COMPREHENSIVE HIV CARE, ALTAMED SERVES MORE THAN 1,500 PATIENTS EACH YEAR THROUGH FOUR DEDICATED HIV PRIMARY CARE CLINICS IN LOS ANGELES AND ORANGE COUNTIES. IT HAS ESTABLISHED ITSELF AS A LONGSTANDING PROVIDER SUPPORTED BY MULTI-YEAR FEDERAL, STATE, AND LOCAL FUNDING. IN ADDITION TO OUTPATIENT MEDICAL CARE, ALTAMED OFFERS A FULL RANGE OF HIV SERVICES. THESE INCLUDE BENEFITS SPECIALTY SERVICES THAT HELP PATIENTS NAVIGATE PUBLIC PROGRAMS AND HEALTH COVERAGE, AS WELL AS ORAL HEALTH SERVICES TAILORED TO THE SPECIFIC NEEDS OF PEOPLE LIVING WITH HIV. ALTAMED ALSO PROVIDES TRANSPORTATION ASSISTANCE TO REDUCE BARRIERS TO ACCESSING CARE, ALONG WITH COMPREHENSIVE MEDICAL AND NON-MEDICAL CASE MANAGEMENT TO ENSURE ONGOING SUPPORT AND EFFECTIVE CARE COORDINATION. EARLY INTERVENTION SERVICES ARE AVAILABLE TO ENGAGE NEWLY DIAGNOSED INDIVIDUALS IN TIMELY, APPROPRIATE CARE. ADDITIONALLY, ALTAMED OFFERS ROBUST HIV PREVENTION SERVICES, INCLUDING PREP/PEP NAVIGATION, ROUTINE HIV/STI TESTING, AND COMPREHENSIVE LINK-TO-CARE SERVICES TO FACILITATE A SEAMLESS TRANSITION FROM DIAGNOSIS TO SUSTAINED MEDICAL MANAGEMENT. 13031540 2031244 YOUTH SERVICES - ALTAMED PROVIDES AN ARRAY OF YOUTH SERVICES TO OVER 1,200 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. 13031540 2031244 1442846726 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 1 602 0 1 6287 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 11 11 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 X X 0 0 0 MARIA GRIMALDO CONSUMER BOARD MEMBER 1.20 X 0 0 0 JOSEPH GOMEZ CONSUMER BOARD MEMBER 1.60 X 0 0 0 NADIA ALVAREZ CONSUMER BOARD MEMBER 1.20 X 0 0 0 MARC VICTOR BOARD MEMBER 1.20 X 0 0 0 JOSE AVALOS MD BOARD CHAIR 1.60 X X 0 0 0 LUCY HERRERA BOARD VICE-CHAIR 1.20 X X 0 0 0 VICTOR OLMOS BOARD TREASURER 1.60 X X 0 0 0 MARIA CERVANTES BOARD MEMBER 1.20 X 0 0 0 JAY LEE BOARD MEMBER 1.20 X 0 0 0 ROBERT RODRIGUEZ BOARD MEMBER 1.20 X 0 0 0 CASTULO DE LA ROCHA JD PRESIDENT & CEO 40.00 3.00 X 1925688 0 23584 JOSE U ESPARZA EVP FINANCE & CFO 40.00 1.00 X 898376 0 20703 ZOILA ESCOBAR EVP, CHIEF ADMIN OFFICER 40.00 1.00 X 904246 0 23584 ANNA TRAN SR. STRATEGY EXECUTIVE 40.00 X 1024088 0 30156 EFRAIN TALAMANTES SVP, HS CHIEF OPERATING OF 40.00 X 750289 0 39027 ESIQUIO CASILLAS SVP, MEDICAL DIRECTOR, PACE 40.00 X 833613 0 39042 RICO CRISTIAN CHIEF MEDICAL OFFICER 40.00 2.00 X 765820 0 41177 MARCO DE LA ROCHA PRESIDENT OF AHN 40.00 X 618817 0 14806 PARHAM NAGHDECHI HOSPITALIST 40.00 X 603678 0 39027 SEEMA KAMAL SVP GENERAL COUNSEL 40.00 X 732738 0 13800 RAYMOND LOWE SVP, CHIEF INFORMATION OFFICER 40.00 X 601999 0 37202 MELANIE LIN MEDICAL DIRECTOR 80.00 X 724905 0 20612 LUIS ONTIVEROS STAFF PHYSICIAN 80.00 X 723740 0 32941 11107997 0 375661 1294 0 1 0 CHILDREN HOSPITAL LOS ANGELES MEDICAL GR 3250 WILSHIRE BLVD STE 1101 LOS ANGELES CA 90010 MEDICAL SERVICE 19475780 ULTRACARE SERVICES LLC 8549 WILSHIRE BLVD 151 BEVERLY HILLS CA 90022 STAFFING AGENCY 10534333 PRO PARK LLC 1 UNION PLACE HARTFORD CT 06103 TRANSPORTATION SERVICE 5739791 WILLIAMS SERVICES 9858 PALM LANE BLOOMINGTON CA 92316 FACILITY SERVICE 3733470 ENABLE DENTAL INC 5555 N LAMAR BLVD STE H125 AUSTIN TX 78751 DENTAL SERVICE 2827179 88 1474643 37904541 19433543 45442 58812727 MANAGED CARE CONTRACTS 624100 917460286 917460286 NET PATIENT SERVICES 624100 378274651 378274651 PHARMACY REVENNUE 624100 123427954 123427954 OTHER OPERATING REVENUE 624100 4198022 4198022 1423360913 35816834 62325 35754509 82528084 19306 79406892 0 3121192 19306 3140498 3140498 820450 1474643 874923 -54473 -54473 MANAGEMENT SERVICES 531110 119150564 27362122 91788442 ADMINISTRATIVE SUPPORT 541900 78505682 78505682 CONTRACT SEVICES 541610 1318211 1318211 198974457 1720050956 1423360913 27424447 210452869 X 3318922 3318922 7953014 6092877 1859300 837 569154584 434381445 134712265 60874 380584 328343 52222 19 84675409 73052500 11618708 4201 39073581 33710174 5361468 1939 69104116 65895716 3208400 2789445 2659935 129510 135602 129306 6296 586929 586929 742905 742905 536725082 530161282 6563800 8337545 6274745 44670 2018130 40255288 29906912 10348376 3323596 2260702 1062894 36942234 30755272 6186962 5143049 5141155 1894 34931846 19942058 14989788 6443451 5771195 672256 PHARMACEUTICALS 134138409 134138409 ADMINISTRATIVE EXPENSES 19054168 18169512 884656 MISCELLANEOUS EXPENSES 16351845 12978157 3373628 60 PATIENT TRANSPORTATION 11586225 11586225 20488967 15604955 2032318 2851694 1651636796 1442846726 203852316 4937754 9060166 6678755 50805787 20146151 28938226 31725025 117456232 150545140 34150509 34492015 1693970 1540352 4744173 6186956 17712814 13106962 675334335 241761179 368058207 433573156 621763336 685159781 34705704 45168907 9503432 9503432 220919065 224947625 1519511621 1662774257 176182157 224104358 24264048 35732894 123475000 118075000 42072023 35212012 227777107 238078144 593770335 651202408 X 913528500 999302088 12212786 12269761 925741286 1011571849 1519511621 1662774257 68414160 17416403 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 586929 586929 0 PART II-B, LINE 1: AMOUNTS WERE PAID TO LEGISLATIVE CONSULTANTS FOR LOBBYING ACTIVITIES. 6483911 X X X 0 89900116 89900116 16435715 8750098 7685617 243840065 74433776 169406289 270743099 158577305 112165794 54415340 54415340 433573156 ASSETS LIMITED AS TO USE 2281939 DEPOSITS 4068716 DUE FROM RELATED PARTIES 105582760 OTHER ASSETS 15717635 LEASES, RIGHT OF USE ASSETS 97296575 224947625 DUE TO RELATED PARTIES 95418840 LEASE LIABILITY 111201356 OTHER LIABILITIES 31457948 238078144 X 1738032558 17416403 433181 874923 18724507 1719308051 742905 742905 1720050956 1652201995 433181 874923 1308104 1650893891 742905 742905 1651636796 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, 2020. 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 874,923. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 874,923. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 SPONSORSHIPS/DONATIONS, IT SOFTWARE & HARDWARE, ARTWORK ART AS A HOLISTIC APPROACH TO HEALTHCARE 73323 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 HEALTHCARE SERVICE PROVIDERS, ARTWORK ART AS A HOLISTIC APPROACH TO HEALTHCARE 340877 MIDDLE EAST AND NORTH AFRICA 0 0 IT SOFTWARE & HARDWARE ART AS A HOLISTIC APPROACH TO HEALTHCARE 107490 0 1 0 0 0 1 521690 0 521690 0 0 0 0 0 0 55TH ANNIVERSARY GALA 1139871 689871 450000 68501 158518 26500 221988 16TH ANNUAL ALTAMED EAST LA MEETS N 674500 409950 264550 44025 6650 9750 229575 2 480722 374822 105900 1179 25158 10364 11307 61408 2295093 1474643 820450 1179 137684 175532 47557 512971 874923 -54473 1 ACHE OF SOUTHERN CALIFORNIA 466 FOOTHILL BLVD SUITE 252 LA CANADA CA 91011 953622818 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ADVENTIST HEALTH WHITE MEMORIAL 1720 E CESAR E CHAVEZ AVE LOS ANGELES CA 90033 952282647 501(C)(3) 50000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC 555 WEST 5TH STREET FLOOR 35 LOS ANGELES CA 90013 131568923 501(C)(3) 80000 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. ASOCIACION DE EMPRESARIOS MEXICANOS 84 NE 410 LOOP SUITE 252 SAN ANTONIO TX 78216 742840975 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. BE SOCIAL PRODUCTIONS LLC 9100 WILSHIRE BLVD SUITE 725E BEVERLY HILLS CA 90212 813596484 37500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. BILINGUAL FOUNDATION OF THE ARTS 201 N LOS ANGELES STREET SUITE 12 LOS ANGELES CA 90012 510169233 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. BLACK IMPACT COMMUNITY FUND INC 1000 E 60TH ST LOS ANGELES CA 90001 853525884 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. BUILD HOPE INC 2600 WILSHIRE BLVD 3RD FLOOR LOS ANGELES CA 90057 651169693 501(C)(3) 6000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CALIFORNIA MEDICAL ASSOCIATION PROPERTIES INC 1201 K STREET SUITE 800 SACRAMENTO CA 95814 946062821 501(C)(2) 30000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CESAR CHAVEZ FOUNDATION PO BOX 310 KEENE CA 93531 770379630 501(C)(3) 35000 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) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. CHILDRENS HOSPITAL LOS ANGELES 4650 SUNSET BLVD MAILSTOP97 LOS ANGELES CA 90027 952690977 501(C)(3) 100000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. COALITION OF ORANGE COUNTY COMMUNITY CLINICS 515 N CABRILLO PARK DR SUITE 225 SANTA ANA CA 92701 952900725 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. COALITION TO PROTECT ACCESS TO HEALTHCARE 2350 KERNER BLVD STE 250 SAN RAFAEL CA 94901 921017935 1000000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. FUNDACION CANCASQUE 12520 FONTHILL AVE HAWTHORNE CA 90250 275008962 501(C)(3) 6500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. FUNDAMENTAL CHANGE 777 S FIGUEROA ST SUITE 4050 LOS ANGELES CA 90017 823584845 501(C)(3) 15000 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. GAY MEN'S CHORUS OF LOS ANGELES 8981 SUNSET BLVD SUITE 600 LOS ANGELES CA 90069 953488007 501(C)(3) 7500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. HISTORICAL SOCIETY OF LONG BEACH 4260 ATLANTIC AVE LONG BEACH CA 90807 956111591 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. HOPE 634 S SPRING STREET LOS ANGELES CA 90014 954718409 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. INLAND EMPIRE COMMUNITY FOUNDATION 3700 SIXTH STREET SUITE 200 RIVERSIDE CA 92501 330748536 501(C)(3) 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. JAIME AND BLANCA JARRIN FOUNDATION 1055 W 7TH STREET SUITE 3300 LOS ANGELES CA 90017 842487026 501(C)(3) 10500 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 AREA CHAMBER OF COMMERCE 350 SOUTH BIXEL STREET LOS ANGELES CA 90017 950947860 501(C)(3) 15000 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. LATINO LEGISLATIVE CAUCUS FOUNDATION 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 201993440 501(C)(3) 15000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LATINO VICTORY PROJECT PO BOX 34104 WASHINGTON DC 20005 464651149 501(C)(3) 100000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. LOS ANGELES BUSINESS JOURNAL 11150 SANTA MONICA BLVD SUITE 350 LOS ANGELES CA 90025 481052347 6500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE MAYOR'S FUND FOR LOS ANGELES 1000 N ALAMEDA STREET 3RD FLOOR STE 340 LOS ANGELES CA 90012 471084641 501(C)(3) 205000 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. MEXICAN AMERICAN OPPORTUNITY FOUNDATION 401 N GARFIELD AVE MONTEBELLO CA 90640 952594166 501(C)(3) 75000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MEXICAN AMERICAN VINTERS ASSOCIATION PO BOX 3338 NAPA CA 94559 272780485 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. MUSEUM OF LATIN AMERICAN ART 628 ALAMITOS AVE LONG BEACH CA 90040 330786070 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. NATIONAL MEDICAL FELLOWSHIPS INC 1199 NORTH FAIRFAX STREET SUITE 600 ALEXANDRIA VA 22314 010963657 501(C)(3) 175000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. NATIONAL MUSEUM OF MEXICAN ART 1852 WEST 19TH STREET CHICAGO IL 60608 363225519 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. NOBLEQUEST HEALTH FOUNDATION INC 14435 HAMLIN ST SUITE 108 VAN NUYS CA 91401 463355218 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) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. ROOSEVELT HIGH SCHOOL ALUMNI FOUNDATION PO BOX 331157 LOS ANGELES CA 90033 820906485 501(C)(3) 11000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. SOUTHEAST COMMUNITY FOUNDATION 5211 E WASHINGTON BLVD 2-170 COMMERCE CA 90040 475277176 501(C)(3) 20000 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) 125000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. TELACU EDUCATION FOUNDATION 5400 E OLYMPIC BOULEVARD SUITE 300 LOS ANGELES CA 90022 954384333 501(C)(3) 30000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. TERRA MARKETING PLATFORMS LLC 9489 MUROC ST BELLFLOWER CA 90706 933068288 30000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE LATINO MEDICAL STUDENT ASSOCIATION 1 EAST ERIE STREET SUITE 525-4395 CHICAGO IL 60611 510458689 501(C)(3) 35000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE UCLA FOUNDATION 10889 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 952250801 501(C)(3) 35000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. THE UNIVERSITY OF GUADALAJARA FOUNDATION IN THE UNITED STATES OF AMERICA 1111 S BROADWAY SUITE 105 LOS ANGELES CA 90015 800159475 501(C)(3) 15000 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. TZUNU STRATEGIES 360 E 2ND STREET STE 800 LOS ANGELES CA 90012 833288285 10000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. UC SANTA BARBARA ALUMNI ASSOCIATION MOSHER ALUMNI HOUSE SANTA BARBARA CA 93106 953767311 501(C)(3) 7500 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. UNITED STATES HISPANIC CHAMBER OF COMMERCE 750 17TH ST NW SUITE 825 WASHINGTON DC 20006 823593693 501(C)(3) 25000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. US-MEXICO BORDER PHILANTHROPY PARTNERSHIP 2508 HISTORIC DECATUR ROAD SUITE 130 SAN DIEGO CA 92106 262946180 501(C)(3) 12500 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. YOUTH CHAMPIONS INC 1201 N MAIN ST LOS ANGELES CA 90012 933017219 501(C)(3) 40000 0 BOOK REDUCED HEALTH DISPARITY IN UNDERSERVED COMMUNITIES. 46 8 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 1260000 0 630000 0 35688 0 13800 0 9784 0 1949272 0 0 0 ANNA TRAN SR. STRATEGY EXECUTIVE 737711 0 233827 0 52550 0 11546 0 18610 0 1054244 0 0 34604 ZOILA ESCOBAR EVP, CHIEF ADMIN OFFICER 626377 0 224632 0 53237 0 13800 0 9784 0 927830 0 0 34604 JOSE U ESPARZA EVP FINANCE & CFO 630871 0 192002 0 75503 0 13800 0 6903 0 919079 0 0 34604 ESIQUIO CASILLAS SVP, MEDICAL DIRECTOR, PACE 574272 0 179586 0 79755 0 13800 0 25242 0 872655 0 0 37814 RICO CRISTIAN CHIEF MEDICAL OFFICER 582050 0 150729 0 33041 0 13800 0 27377 0 806997 0 0 36375 EFRAIN TALAMANTES SVP, HS CHIEF OPERATING OF 566822 0 163700 0 19767 0 13800 0 25227 0 789316 0 0 36739 LUIS ONTIVEROS STAFF PHYSICIAN 640143 0 18582 0 65015 0 13800 0 19141 0 756681 0 0 21059 SEEMA KAMAL SVP GENERAL COUNSEL 557123 0 137693 0 37922 0 13800 0 0 0 746538 0 0 0 MELANIE LIN MEDICAL DIRECTOR 671209 0 36077 0 17619 0 13800 0 6812 0 745517 0 0 26324 PARHAM NAGHDECHI HOSPITALIST 561909 0 19301 0 22468 0 13800 0 25227 0 642705 0 0 20458 RAYMOND LOWE SVP, CHIEF INFORMATION OFFICER 464457 0 124577 0 12965 0 13800 0 23402 0 639201 0 0 0 MARCO DE LA ROCHA PRESIDENT OF AHN 482620 0 124102 0 12095 0 13800 0 1006 0 633623 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 $34,604 ZOILA ESCOBAR RECEIVED A PAYMENT OF $34,604 ANNA TRAN RECEIVED A PAYMENT OF $34,604 EFRAIN TALAMANTES RECEIVED A PAYMENT OF $36,739 RICO CHRISTIAN RECEIVED A PAYMENT OF $36,375 ESIQUIO CASILLAS RECEIVED A PAYMENT OF $37,814 MELANIE LIN RECEIVED A PAYMENT OF $26,324 PARHAM NAGHDECHI RECEIVED A PAYMENT OF $20,458 LUIS ONTIVEROS RECEIVED A PAYMENT OF $21,059 A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 2022-09-30 129568000 SEE PART VI 0 0 0 A 11493000 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 17339573 0 1 1 ZOILA D ESCOBAR OFFICER SPLIT DOLLAR LIFE INSURANCE X 3560000 4173715 0 1 1 JOSE U ESPARZA OFFICER SPLIT DOLLAR LIFE INSURANCE X 3562400 4176529 0 1 1 MARIE S TORRES FORMER OFFICER SPLIT DOLLAR LIFE INSURANCE X 4059304 4759095 0 1 1 MARTIN SEROTA FORMER OFFICER SPLIT DOLLAR LIFE INSURANCE X 3405795 4043103 0 1 1 34492015 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 1 2000 COMPARABLE SALES X 28942 COMPARABLE SALES X 4500 COMPARABLE SALES X 1 10000 MARKET QUOTATION X SUPPLIES 1 4000 COMPARABLE SALES 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 39,291,160. MANAGEMENT AND GENERAL EXPENSES 6,486,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,777,235. SPECIALTY SERVICES: PROGRAM SERVICE EXPENSES 363,076,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 363,076,070. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 117,508,088. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,508,088. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 235,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,294. THERAPEUTIC SERVICES: PROGRAM SERVICE EXPENSES 49,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,645. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 10,001,025. MANAGEMENT AND GENERAL EXPENSES 77,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,078,750. FORM 990, PART IX, LINE 24E HEALTH PROMOTION & EDUCATION: PROGRAM SERVICE EXPENSES 5,004,703. MANAGEMENT AND GENERAL EXPENSES 63,434. FUNDRAISING EXPENSES 2,851,648. TOTAL EXPENSES 7,919,785. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 6,324,638. MANAGEMENT AND GENERAL EXPENSES 763,809. FUNDRAISING EXPENSES 46. TOTAL EXPENSES 7,088,493. LITIGATION SETTLEMENT: PROGRAM SERVICE EXPENSES 4,275,614. MANAGEMENT AND GENERAL EXPENSES 208,176. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,483,790. PROVISION FOR INCOME TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 996,899. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 996,899. 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