2023-06-19T15:44:12-05:00 2022-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2021-07-01 770496382 SANTA BARBARA NEIGHBORHOOD CLINICS SANT 8056177850 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 DR MAHDI ASHRAFIAN MD CURRENT CHIEF EXECUTIVE OFFICER 8056177850 2023-06-09 1 DR MAHDI ASHRAFIAN MD 999009999 JESSICA MOITOZA P01282487 8059631837 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR MAHDI ASHRAFIAN MD 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 23186174 0 X WWW.SBCLINICS.ORG X 1998 CA OUR MISSION IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. 13 13 222 13 0 0 12800026 12619867 10407517 10507037 92575 2261 1711 56143 23301829 23185308 0 0 0 0 12915904 13199607 20000 36045 265238 6317214 6711346 19253118 19946998 4048711 3238310 18717190 22361644 3411213 5024218 15305977 17337426 X THE MISSION OF SANTA BARBARA NEIGHBORHOOD CLINICS IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. 0 0 15549186 10507037 SANTA BARBARA NEIGHBORHOOD CLINICS (SBNC) WAS FORMED IN 1998 THROUGH A MERGER OF THREE EXISTING MEDICAL CLINICS, WHICH HAD PROVIDED MEDICAL CARE TO THE UNDERSERVED POPULATION SINCE THE 1970'S. SINCE 2013, SBNC HAS OPERATED AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) UNDER SECTION 330(E) OF THE PUBLIC HEALTH SERVICE ACT. SBNC PROVIDES A WIDE-SPECTRUM OF PRIMARY HEALTH CARE SERVICES AT NINE LOCATIONS, INCLUDING: FOUR MEDICAL AND BEHAVIORAL HEALTH CLINICS TWO DENTAL CLINICS ONE INTEGRATED MEDICAL, DENTAL AND BEHAVIORAL CLINIC ONE "BRIDGE" CLINIC DEDICATED TO TREATMENT OF SUBSTANCE USE DISORDERS, ADDITIONALLY, HEALTH PROMOTION SERVICES AND PATIENT EDUCATION SERVICES ARE PROVIDED. THESE CLINICS ARE LOCATED IN NEIGHBORHOODS OF THE CITIES OF SANTA BARBARA AND GOLETA, AND THE UNINCORPORATED DISTRICT OF ISLA VISTA. ALL ARE IN THE COUNTY OF SANTA BARBARA, CALIFORNIA. SBNC'S TARGET POPULATION INCLUDES LOW-INCOME, UNINSURED, HOMELESS AND MEDICALLY UNDERSERVED PEOPLE LIVING IN SOUTH SANTA BARBARA COUNTY. IN 2022, 67% OF PATIENTS WERE LATINO AND 66% HAD INCOMES BELOW THE FEDERAL POVERTY GUIDELINE. THIS POPULATION NEEDS ACCESS TO AFFORDABLE HEALTH CARE IN THEIR NEIGHBORHOODS, DELIVERED BY COMPASSIONATE, BI-LINGUAL, AND CULTURALLY AWARE STAFF. IN CALENDAR YEAR 2022, SBNC PROVIDED 52,745 MEDICAL ENCOUNTERS, 22,150 DENTAL ENCOUNTERS, AND 4,415 BEHAVIORAL HEALTH ENCOUNTERS FOR A TOTAL OF 79,310 CLINICAL VISITS. A TOTAL OF 18,180 UNDUPLICATED PATIENTS WERE SERVED. THE ORGANIZATION IS COMMITTED TO PROVIDING HEALTHCARE TO ALL PEOPLE, REGARDLESS OF ABILITY TO PAY. ABOUT 78% OF SBNC'S PATIENTS ARE ELIGIBLE FOR INSURANCE PROGRAMS, INCLUDING MEDI-CARE OR MEDI-CAL. FIVE PERCENT (5%) OF PATIENTS HAVE COVERED CALIFORNIA OR ANOTHER SOURCE OF COMMERCIAL INSURANCE. THE REMAINING 17% ARE "SELF-PAY" PATIENTS, WITHOUT INSURANCE; FOR THESE PATIENTS, SBNC HAS A SLIDING FEE DISCOUNT PROGRAM BASED ON PATIENT'S HOUSEHOLD SIZE AND INCOME. 15549186 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 57 0 222 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X EMMA MAYER 8056177850 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 BRIAN GOUGH CHAIR 4.00 X X 0 0 0 NORMAN COLAVINCENZO VICE CHAIR 4.00 X X 0 0 0 JAMES L ARMSTRONG TREASURER 4.00 X X 0 0 0 PAUL JACONETTE SECRETARY 4.00 X X 0 0 0 STEPHEN HICKS DIRECTOR 4.00 X 0 0 0 BRIAN KNOWLES DIRECTOR 4.00 X 0 0 0 KEN FARMER DIRECTOR (7/1/21-3/24/22) 4.00 X 0 0 0 JERRY MENCHACA DIRECTOR 4.00 X 0 0 0 NIKKI RICKARD DIRECTOR 4.00 X 0 0 0 SILVESTRE VILLA DIRECTOR 4.00 X 0 0 0 DONALD LAFLER DIRECTOR 4.00 X 0 0 0 TONY YBARRA DIRECTOR (7/1/21-2/23/22) 4.00 X 0 0 0 LYNN FITZGIBBONS DIRECTOR 4.00 X 0 0 0 CHRIS LAMBERT DIRECTOR 4.00 X 0 0 0 MELINDA STAVELEY DIRECTOR 4.00 X 0 0 0 NANCY TILLIE COO/CFO 40.00 X 189993 0 12066 DR CHARLES FENZI CEO/CHIEF MEDICAL OFFICER 40.00 X 198554 0 12863 DR SUSAN LAWTON ASSOCIATE MEDICAL DIRECTOR 40.00 X 204378 0 12735 STEVEN BUSSELEN PHYSICIAN 40.00 X 165013 0 4954 WILLIAM FONTAINE DENTIST 40.00 X 179864 0 11939 CHRISTINA MENDOZA DENTIST 40.00 X 191222 0 12282 JEREMY LIN DENTIST 40.00 X 191414 0 12281 ANN LEE DENTIST 40.00 X 182132 0 12156 1502570 0 91276 16 0 1 0 TELEPACIFIC COMMUNICATION PO BOX 36430 LAS VEGAS NV 891336430 IT TELECOMMUNICATION SERVICES 322529 ALL WAYS CLEAN PO BOX 462 MORRO BAY CA 93442 JANITORIAL SERVICES 185396 CRAIG A MILLER DO 280 SAVONA AVE GOLETA CA 93117 MEDICAL SERVICES 148275 3 7388575 5231292 389726 12619867 PATIENT SERVICES 621110 10507037 10507037 10507037 2261 2261 21114 866 20248 20248 20248 MISCELLANEOUS REVENUE 900099 35895 35895 35895 23185308 10507037 0 58404 661168 187608 351596 121964 9990125 8411170 1560349 18606 1700580 1389786 294983 15811 847734 684790 151071 11873 43709 3859 39850 452689 452689 36045 36045 1307304 741033 565347 924 27187 8056 19131 2671347 2355286 306931 9130 603782 446386 157237 159 1032073 891445 140628 64034 35187 17732 11115 23196 23196 384698 356949 27749 80847 45687 35160 DONOR DEVELOPMENT 20480 20480 19946998 15549186 4132574 265238 5281611 7585779 2086180 2084988 1451049 621375 2533808 1689257 85283 92695 94106 111227 12784065 6224637 6548886 6559428 636267 3616895 18717190 22361644 2919260 4550617 491953 473601 3411213 5024218 X 10726219 11581416 4579758 5756010 15305977 17337426 18717190 22361644 X 3238310 -1167610 -39251 X 0 1 X 1 1 1 X 5007077 6261865 9070488 12800026 12619867 45759323 11939015 12834209 11130753 10407517 10507037 56818531 16946092 19096074 20201241 23207543 23126904 102577854 168709 1344600 400036 190811 286346 2390502 0 168709 1344600 400036 190811 286346 2390502 100187352 1008 1208 3544 3520 23375 32655 1008 1208 3544 3520 23375 32655 27277 7116 6275 1711 35895 78274 16974377 19104398 20211060 23212774 23186174 102688783 0.97560 0.97240 0.00030 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1276542 1276542 7765516 2756473 5009043 3742007 3468164 273843 6559428 CONTRIBUTIONS RECEIVABLE - CRT 538656 ASSETS - HELD IN TRUST 41870 EMPLOYEE RETENTION TAX CREDIT 3036369 3616895 X 24335658 -39251 111412 1077323 1149484 23186174 -866 -866 23185308 21136599 111412 1078189 1189601 19946998 0 19946998 PART V, LINE 4: IN PRIOR YEARS SCHEDULE D REFLECTED THE ORGANIZATION HELD AN ENDOWMENT WITH DONOR RESTRICTION. DURING THE 6/30/21 FISCAL YEAR IT WAS DETERMINED THE ORGANIZATION DID NOT HAVE ANY ASSETS THAT WERE PERMANENTLY RESTRICTED AND THE REPORTING OF AN ENDOWMENT IN PRIOR YEARS WAS INCORRECT. PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO THE TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2022 AND 2021 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION TAX CREDIT 1,077,323. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -866. PART XII, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION TAX CREDIT 1,077,323. RENTAL EXPENSES 866. X X X X X X X 1 NETZEL-GRIGSBY ASSOCIATES 1421 STATE STREET STE F SANTA BARBARA CA 93101 FUNDRAISING CONSULTANT 0 0 36045 -36045 36045 -36045 CA X X X X X 0 0 0 0 0 0 0 0 0 DR SUSAN LAWTON ASSOCIATE MEDICAL DIRECTOR 204378 0 0 0 0 0 6200 0 6535 0 217113 0 0 0 DR CHARLES FENZI CEO/CHIEF MEDICAL OFFICER 198554 0 0 0 0 0 6328 0 6535 0 211417 0 0 0 JEREMY LIN DENTIST 191414 0 0 0 0 0 5746 0 6535 0 203695 0 0 0 CHRISTINA MENDOZA DENTIST 191222 0 0 0 0 0 5747 0 6535 0 203504 0 0 0 NANCY TILLIE COO/CFO 189993 0 0 0 0 0 5531 0 6535 0 202059 0 0 0 ANN LEE DENTIST 182132 0 0 0 0 0 5621 0 6535 0 194288 0 0 0 WILLIAM FONTAINE DENTIST 179864 0 0 0 0 0 5404 0 6535 0 191803 0 0 0 STEVEN BUSSELEN PHYSICIAN 165013 0 0 0 0 0 4954 0 0 0 169967 0 0 0 X 5 33646 FMV X 149 356080 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE HAS THE RESPONSIBILITY OF REVIEWING AND ACCEPTING THE FORM 990. ONCE THE COMMITTEE HAS ACCEPTED THE RETURN A FINAL DRAFT IS SENT TO THE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS MUST SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE ADMINISTRATIVE ASSISTANT MONITORS THAT THE CONFLICT OF INTEREST STATEMENTS ARE COLLECTED AND THE CEO REVIEWS THEM. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT'S SALARIES EACH YEAR BASED ON SALARY INFORMATION FOR SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OWN WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CRT -39,251. CA FLOOD DISASTER CA 2023-02 FEMA #3591 THE ORGANIZATION IS LOCATED IN SANTA BARBARA COUNTY, CALIFORNIA WHICH HAS A ZIP CODE OF 93101. THEREFORE, THE ORGANIZATION HAS BEEN GRANTED AUTOMATIC FILING RELIEF UNTIL OCTOBER 16, 2023 FROM THE ORIGINAL EXTENDED DUE DATE OF MAY 15, 2023.