2025-05-08T18:15:37-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 953008798 OPERATION SAMAHAN INC OPER 8442002426 1428 HIGHLAND AVENUE NATIONAL CITY CA 91950 ARCHIE BELLA MD MBA CEO 8442002426 2025-05-08 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-05-08 2023 2025-03-06 01:10:19Z OPSAM HEALTH ARCHIE BELLA MD MBA 1428 HIGHLAND AVENUE NATIONAL CITY CA 91950 25656202 0 X WWW.OPERATIONSAMAHAN.ORG X 1974 CA OPERATING A COMMUNITY HEALTH CLINIC TO BUILD HEALTHIER, HAPPIER COMMUNITIES TOGETHER. 9 9 207 9 0 0 6611700 4728749 15371379 20902893 15062 24560 2390 0 22000531 25656202 0 2000 0 0 9754454 10793057 0 0 0 8357441 9961207 18111895 20756264 3888636 4899938 16171694 18749649 12066759 9744776 4104935 9004873 WE EXIST TO PROVIDE QUALITY AND PATIENT-CENTERED HEALTHCARE TO EVERY MEMBER OF THE COMMUNITIES WE SERVE, REGARDLESS OF ABILITY TO PAY. 0 0 11844067 2000 20902893 OPERATION SAMAHAN PROVIDES INDIGENT, LOW-INCOME, UNINSURED, AND UNDERSERVED INDIVIDUALS AND FAMILIES HIGH-QUALITY, AFFORDABLE, AND CULTURALLY ACCESSIBLE PRIMARY HEALTH CARE, DENTAL CARE, BEHAVIORAL HEALTH COUNSELING, HOLISTIC HEALTH PROMOTION AND EDUCATION, AND MULTI-FACETED SOCIAL SERVICES. OPERATION SAMAHAN HAD APPROXIMATELY 65,804 PATIENT VISITS DURING THE YEAR. N/A 11844067 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 207 1 0 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 1 1 1 1 1 1 1 1 0 CA X ELIZABETH DAVID 6194774451 1428 HIGHLAND AVENUE NATIONAL CITY CA 91950 ALEX CAROLINO CHAIR 2.00 X X 0 0 0 OSCAR CAMPOS SECRETARY 2.00 X X 0 0 0 MARINEL BRUAL BOARD MEMBER 2.00 X 0 0 0 SILVESTER KNOX BOARD MEMBER 2.00 X 0 0 0 MARCELO MANGALINDAN MD BOARD MEMBER 2.00 X 0 0 0 JOSE RODRIGUEZ BOARD MEMBER 2.00 X 0 0 0 MARY TORRES BOARD MEMBER 2.00 X 0 0 0 PEARL TRINIDAD BOARD MEMBER 2.00 X 0 0 0 JOEL TUBAO BOARD MEMBER 2.00 X 0 0 0 ARCHIE BELLA MD MBA CHIEF EXECUTIVE OFFICER 40.00 X 252046 0 12032 ELIZABETH DAVID FINANCE DIRECTOR 40.00 X 155503 0 67 JOSIE NUQUI MD FAMILY MEDICINE DOCTOR 40.00 X 212147 0 11048 BEATRICE BAEZ MD FAMILY MEDICINE DOCTOR 40.00 X 202599 0 9411 KRYSTAL VALDEZ MD ENDOCRINOLOGIST 40.00 X 208343 0 7816 KANKA KARMAKAR MD PEDIATRICIAN 40.00 X 156472 0 5576 IMELDA LIM FNP NURSE PRACTITIONER 40.00 X 153600 0 3420 1340710 0 49370 25 0 1 0 COMMUNITY MEDICAL SPECIALISTS INC 457 KNOLL CREST DR 120 REDDING CA 96002 BEHAVIORAL THERAPIST SERVICES 877783 MEDUSIND INC 1035 GRAND NATIONAL DR SUITE 100 ORLANDO FL 32819 BILLING SERVICES 628101 MEDICUS 100 NORTH POINT CENTER EAST ALPHARETTA GA 30022 IT SERVICES 371524 ECLINICAL WORKS (ECW) PO BOX 847950 BOSTON MA 02284 PATIENT MANGEMENT / IT SERVICES 363992 FIRESTONE BUILDERS 751 RANCHEROS DR SUITE 9 SAN MARCOS CA 92069 CONSTRUCTION SERVICES 323675 13 4335347 393402 252713 4728749 NET PATIENT SERVICE REVENUE 624100 20902893 20902893 20902893 24560 24560 25656202 20902893 0 24560 X 2000 2000 419648 264078 155570 8861225 6050762 2810463 204514 114460 90054 539727 305960 233767 767943 439087 328856 122447 122447 132371 132371 4671387 2390449 2280938 23922 7986 15936 139303 28755 110548 1080557 201049 879508 1199915 764297 435618 31614 10554 21060 76214 25443 50771 183507 22 183485 414110 414110 79195 79195 MEDICAL SUPPLIES 896701 896701 REPAIRS & MAINTENANCE 220936 113768 107168 DUES AND SUBSCRIPTIONS 159396 53213 106183 LICENSES & FEES 28909 9651 19258 500723 165832 334891 20756264 11844067 8912197 0 5501771 9273299 1003172 154112 227037 1231066 2017517 122711 34623 7580411 3651200 4026411 3929211 1023973 2053667 3108478 1214295 16171694 18749649 1647825 1559407 1944270 1627511 8474664 6557858 12066759 9744776 X 4104935 9004873 4104935 9004873 16171694 18749649 4899938 0 X 0 1 X 1 1 1 X 3884401 4886076 5602754 6611700 4728749 25713680 3884401 4886076 5602754 6611700 4728749 25713680 25713680 97 103873 319 3241 24560 132090 60 7414 2390 9864 25855634 68175594 0.99450 0.99500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 6,969. 2022 AMOUNT: $ 2,390. 2023 AMOUNT: $ 0. MEDICAL RECORDS - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 60. 2021 AMOUNT: $ 445. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 7125 7125 0 PART II-B, LINE 1: THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE CALIFORNIA PRIMARY CARE ASSOCIATION; A PORTION OF THESE DUES WERE INDICATED AS UTILIZED FOR LOBBYING PURPOSES PERTAINING TO HEALTHCARE RELATED INITIATIVES. 779797 779797 2548269 1015943 1532326 2307721 1443971 863750 1904072 1191286 712786 40552 40552 3929211 RIGHT-OF-USE ASSETS, NET 1214295 1214295 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS, NET 5343346 OPERATING LEASE LIABILITIES 1093097 FINANCE LEASE LIABILITIES 121415 6557858 X 25656202 0 25656202 0 25656202 20756264 0 20756264 0 20756264 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. X X X 0 0 0 0 0 0 0 0 0 ARCHIE BELLA MD MBA CHIEF EXECUTIVE OFFICER 252046 0 0 0 0 0 5779 0 6253 0 264078 0 0 0 JOSIE NUQUI MD FAMILY MEDICINE DOCTOR 212147 0 0 0 0 0 4184 0 6864 0 223195 0 0 0 KRYSTAL VALDEZ MD ENDOCRINOLOGIST 208343 0 0 0 0 0 3365 0 4451 0 216159 0 0 0 BEATRICE BAEZ MD FAMILY MEDICINE DOCTOR 202599 0 0 0 0 0 3692 0 5719 0 212010 0 0 0 KANKA KARMAKAR MD PEDIATRICIAN 156472 0 0 0 0 0 0 0 5576 0 162048 0 0 0 IMELDA LIM FNP NURSE PRACTITIONER 153600 0 0 0 0 0 3420 0 0 0 157020 0 0 0 ELIZABETH DAVID FINANCE DIRECTOR 155503 0 0 0 0 0 0 0 67 0 155570 0 0 0 X 1807 252713 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS REVIEWED BY THE CEO AND FINANCE DIRECTOR; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. UNDER THE CONFLICT OF INTEREST POLICY, CONFLICTED INDIVIDUALS ARE REQUIRED TO CONTINUOUSLY DISCLOSE TO MANAGEMENT (IN THE CASE OF EMPLOYEES) OR TO THE BOARD OF DIRECTORS (IN THE CASE OF THE CEO OR OTHER MEMBERS OF THE BOARD OF DIRECTORS) POTENTIAL OR APPARENT CONFLICTS. CONFLICTED INDIVIDUALS ARE NOT ALLOWED TO PARTICIPATE IN THE SELECTION, AWARD, OR ADMINISTRATION OF ANY CONTRACT OR OTHER AGREEMENT SUPPORTED BY FEDERAL GRANT FUNDS FOR THE FURNISHING OF SERVICES OR SUPPLIES TO THE ORGANIZATION IF A REAL OR APPARENT CONFLICT OF INTEREST WOULD ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS ESTABLISHES COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES BASED-OFF INFORMATION FROM THE CALIFORNIA PRIMARY CARE ASSOCIATION'S COMPENSATION AND BENEFITS STATEWIDE SURVEY REPORT, UTILIZING INFORMATION FROM SIMILARLY SITUATED ORGANIZATIONS IN SIMILAR GEOGRAPHIC REGIONS. THE DELIBERATION AND DECISION IS CONTEMPORANEOUSLY SUBSTANTIATED WITHIN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,330,815. MANAGEMENT AND GENERAL EXPENSES 1,278,422. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,609,237. CARES ACT ERC PREPARER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 883,522. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 883,522. JANITORIAL / SECURITY SERVICES: PROGRAM SERVICE EXPENSES 59,634. MANAGEMENT AND GENERAL EXPENSES 118,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,628.