2026-05-05T14:01:33-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S LAKE AVE PASADENA CA 91101 990 2024-07-01 330664371 SAC HEALTH SYSTEM SACH 9092599113 1003 E BRIER DRIVE SAN BERNARDINO CA 92408 JORDAN URBAN CFO 9092599113 2026-05-04 1 1 LAUREN A HAVERLOCK P00545829 3104770450 2024 2025-03-06 01:10:19Z X JASON LOHR 1003 E BRIER DRIVE SAN BERNARDINO CA 92408 159770865 0 X WWW.SACHEALTH.ORG X 1995 CA PROVIDE COMMUNITIES WITH PRIMARY HEALTH CARE SERVICES, DENTAL CARE, AND BEHAVIORAL HEALTH SERVICES. 12 12 857 12 0 0 27124284 36653672 97028124 113003991 304704 1501997 7193745 8453644 131650857 159613304 620203 154208 0 0 54352914 64847752 267220 250340 250340 58873409 76072997 114113746 141325297 17537111 18288007 147140722 254740221 67679234 156947264 79461488 97792957 X TO REFLECT THE HEALING MINISTRY AND LOVE OF JESUS CHRIST THROUGH HEALTHCARE, EDUCATION, AND PARTNERSHIPS THAT EMPOWER OUR COMMUNITIES TO FLOURISH. 0 0 5061023 0 15841800 IEHP'S ENHANCED CARE MANAGEMENT - 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. 3513917 0 3513917 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 FQHCPRACTITIONER. 1644049 0 2020937 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. 64958599 154208 91627337 SACHS WAS AWARDED MULTIPLE FEDERAL, STATE & LOCAL GRANTS DIRECTLY AND THROUGH SUBAWARDS FROM LLUH. SOME OF THESE INCLUDE HRSA THC, HRSA PCHP, PCTE & QI GRANTS, RYAN WHITE PARTS A & F, SAMHSA, DHCS, ETC. 64958599 154208 91627337 75177588 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 63 0 1 857 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DEL DENISE MORENO 9092599113 1003 E BRIER DRIVE SAN BERNADINO CA 92408 RODNEY NEAL BOARD CHAIR 0.75 X X 0 0 0 RAUL CASTILLO BOARD CO-CHAIR 0.75 X X 0 0 0 TOMI DANIEL BOARD SECRETARY 0.75 X X 0 0 0 ANN ATKINSON BOARD MEMBER 0.75 X 0 0 0 JONATHAN PETER BAKER BOARD MEMBER 0.75 X 0 0 0 JESSICA GARCIA BOARD MEMBER 0.50 X 0 0 0 KEN RAMIREZ BOARD MEMBER 0.50 X 0 0 0 LUISA LOUBRIEL BOARD MEMBER 0.50 X 0 0 0 MAGDALENA WIESNER BOARD MEMBER 0.50 X 0 0 0 RICHARD HART MD BOARD MEMBER 0.50 X 0 0 0 MARILYN HERRMANN BOARD MEMBER 0.50 X 0 0 0 PATRICK MORRIS BOARD MEMBER 0.50 X 0 0 0 DR JASON LOHR PRESIDENT & CEO 40.00 X 439655 0 65389 JORDAN URBAN CFO 40.00 X 249911 0 53185 DR MARYELLEN WESTERBERG COO 40.00 X 298518 0 38747 BONNIE CHI-LUM CMO 40.00 X 323067 0 37776 GERRARD GIER CIO 40.00 X 254219 0 51177 PAUL FOSTER CHIEF PEOPLE OFFICER 40.00 X 303768 0 55895 LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 40.00 X 310987 0 63248 JAMES CROUNSE ASSISTANT CMO 32.00 X 248663 0 36091 YVETTE FELIPE DENTIST 40.00 X 192949 0 42075 2621737 0 443583 72 0 1 0 BNBUILDERS INC 121 INNOVATION DR SUITE 150 IRVINE CA 92617 CONTRACTOR 23905146 FACULTY PHYSICIANS AND SURGEONS OF LLUSM 350 E COMMERCIAL RD STE 101 SAN BERNARDINO CA 92408 CONTRACT FOR DOCTORS 22808567 LOMA LINDA UNIVERSITY HEALTH EDUCATION C 197 E CAROLINE ST SUITE 2100 SAN BERNARDINO CA 92408 CONTRACT FOR RESIDENTS 4950832 LOMA LINDA UNIVERSITY SHARED SERVICES 197 E CAROLINE ST SUITE 2100 SAN BERNARDINO CA 92408 SLA AND PURCHASE SERVICE CONTRACTS 4536038 7 LAYER IT SOLUTIONS INC 8921 FULLBRIGHT AVE CHATSWORTH CA 91311 IT SERVICE CONTRACT 1751327 38 11096152 25557520 5193166 36653672 PATIENT CARE REVENUE 621400 99533937 99533937 CAPITATION REVENUE 621400 13470054 13470054 113003991 1501997 1501997 570369 157561 412808 412808 412808 8040836 8040836 8040836 159613304 113003991 0 9955641 X 154208 154208 1762688 19545 1743143 40968070 21036609 19931461 3071192 1679690 1391502 15537240 7475197 8062043 3508562 1779435 1729127 389307 389307 150267 150267 250340 250340 38148807 26784011 11364796 2485949 302355 2183594 466562 466562 11031794 6285792 4746002 143980 79098 64882 303353 191945 111408 4765682 9289 4756393 2977673 466473 2511200 1401087 1401087 MEDICAL SUPPLIES 8724071 8697187 26884 LICENSE & TAXES 490956 1629 489327 MAINTENANCE & REPAIRS 272882 77603 195279 DUES & SUBSCRIPTIONS 206406 8759 197647 4114221 128763 3985458 141325297 75177588 65897369 250340 13006346 60289808 908257 933317 7155105 11877596 12214141 10367011 880802 336292 116967 114063 1107559 2063476 140490654 9662434 69873066 130828220 41878479 37930438 147140722 254740221 24586675 18843699 56780 46780 84474959 159498 14752117 42876281 38829709 67679234 156947264 X 78566535 96899424 894953 893533 79461488 97792957 147140722 254740221 18288007 23248 20214 0 X 0 1 X 1 0 X SCHEDULE A, PART I: SAC HEALTH SYSTEM WAS RECOGNIZED AS A HEALTHCARE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III) OF THE INTERNAL REVENUE CODE. THIS ORGANIZATION DOES NOT OPERATE A FACILITY THAT IS OR IS REQUIRED TO BE LICENSED AS A HOSPITAL. THEREFORE, SAC HEALTH SYSTEM IS NOT REQUIRED TO FILE FORM 990, SCHEDULE H. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 156200 4525 160725 151887 4313 156200 146992 4895 151887 134372 12620 146992 127906 6466 134372 0.00000 0.10000 0.90000 0 0 6961188 6961188 40033283 5667249 34366034 5269686 3914463 1355223 88226497 80722 88145775 130828220 DEPOSITS 156586 RIGHT-OF-USE LEASE ASSETS 37773852 37930438 RIGHT-OF-USE LEASE LIABILITIES 38829709 38829709 X PART V, LINE 4: THE PRINCIPAL OF THIS PERMANENT FUND TOGETHER WITH ANY ADDITIONS SHALL BE PRESERVED IN PERPETUITY AND SHALL NOT BE DRAWN UPON. HOWEVER, THE INCOME OF THIS FUND MAY BE EXPENDED ONLY AS OPERATING FUNDS FOR THE SACHS CLINICS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, WHICH HAS NO FINANCIAL STATEMENT IMPACT TO THE ORGANIZATION. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 OR 2024. X X X X X 1 MITCHEL ANDREA 10250 FARMINGTON ST OAK HILLS CA 92344 GRANT WRITER 0 10586500 250340 10336160 10586500 250340 10336160 CA 1 LOMA LINDA UNIVERSITY 11219 ANDERSON STREET LOMA LINDA CA 92354 951816009 501(C)(3) 154208 0 PROVIDE FUNDING FOR POST-GRADUATE CLINICAL MASTER AND DOCTORAL EDUCATION WORK PERFORMED IN A LOCAL MENTAL HEALTH SETTING. STUDENT STIPENDS. WAGES FOR - DR. VAN DYK WILL COORDINATE SITE ACTIVITIES AT LOMA LINDA UNIVERSITY (E.G., GRADUATE STUDENT TRAINING IN MATCH), SUPPORT MATCH IMPLEMENTATION AT SAC HEALTH (E.G., PATIENT ENGAGEMENT, MEASUREMENT OF OUTCOMES), AND WILL LEAD EVALUATION OF PROGRAM GOALS AND OBJECTIVES. DR. BOUSTANI WILL PROVIDE SUPPORT AROUND IMPLEMENTATION OF MATCH. 1 0 PART I, LINE 2: EACH AWARDED GRANT IS TRACKED BY AN INTERNAL PROGRAM CODE CREATED IN MIP WHICH IS SACHS' ACCOUNTING SYSTEM. ALLOWED GRANT RELATED EXPENSES AND REVENUES ARE RECORDED WITHIN EACH GRANT'S BUDGET PERIOD. X X X X 0 0 0 0 0 0 0 0 0 DR JASON LOHR PRESIDENT & CEO 437855 0 1800 0 0 0 32446 0 32943 0 505044 0 0 0 LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 309937 0 1050 0 0 0 25352 0 37896 0 374235 0 0 0 BONNIE CHI-LUM CMO 321267 0 1800 0 0 0 25629 0 12147 0 360843 0 0 0 PAUL FOSTER CHIEF PEOPLE OFFICER 302718 0 1050 0 0 0 24947 0 30948 0 359663 0 0 0 DR MARYELLEN WESTERBERG COO 297468 0 1050 0 0 0 22801 0 15946 0 337265 0 0 0 GERRARD GIER CIO 253169 0 1050 0 0 0 20054 0 31123 0 305396 0 0 0 JORDAN URBAN CFO 248861 0 1050 0 0 0 20463 0 32722 0 303096 0 0 0 JAMES CROUNSE ASSISTANT CMO 247013 0 1650 0 0 0 18584 0 17507 0 284754 0 0 0 YVETTE FELIPE DENTIST 191899 0 1050 0 0 0 15973 0 26102 0 235024 0 0 0 X 1 5193166 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS. 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 B, LINE 11B PRIOR TO FILING WITH THE IRS, FORM 990 WAS REVIEWED BY MANAGEMENT, THE FINANCE COMMITTEE, AND 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 THEMSELF FROM DISCUSSIONS, DECISION AND VOTE, ON ANY ISSUE FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 SAC HEALTH PEOPLE SUCCESS DEPARTMENT PERFORMS A MARKET BASED COMPENSATION ANALYSIS OF ALL POSITIONS. ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE CEO'S COMPENSATION ADJUSTMENT WHILE THE CEO REVIEWS AND APPROVES ALL OTHER EXECUTIVE COMPENSATION ADJUSTMENTS. THIS ANALYSIS WAS CONDUCTED AND THE BOARD OF DIRECTORS APPROVED THE CEO'S COMPENSATION ADJUSTMENT IN JUNE 2025. THE CEO REVIEWED AND APPROVED ALL OTHER EXECUTIVE COMPENSATION ADJUSTMENTS IN JUNE 2025. 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 CLINICAL CONTRACTS FEES: PROGRAM SERVICE EXPENSES 20,041,503. MANAGEMENT AND GENERAL EXPENSES 189,695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,231,198. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,742,508. MANAGEMENT AND GENERAL EXPENSES 11,175,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,917,609. SAC BRIER LLC 1003 E BRIER DRIVE SAN BERNARDINO CA 92408 933709450 HEALTH CARE CA 0 0 SAC HEALTH SYSTEM SAC HEALTH FOUNDATION 1003 E BRIER DRIVE SAN BERNARDINO CA 92408 992529608 GRANTMAKING CA 501(C)(3) LINE 7 SAC HEALTH SYSTEM 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0