SAC HEALTH SYSTEM: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAC HEALTH SYSTEM (EIN 33-0664371)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-30
IRS object ID
201931209349300338
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-30T11:29:15-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110960 WILSHIRE BLVD SUITE 1100AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330664371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAC HEALTH SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSACHBusinessNameControlTxt
Phone9097712826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 S G STREETAddressLine1Txt
CitySAN BERNARDINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN SKELTONPersonNm
Person TitleCFOPersonTitleTxt
Phone9097712826PhoneNum
Signature2019-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone3104770450PhoneNum
Preparation2019-04-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address172.90.17.200IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-29IPDt
IP Tm19:56:19IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id41F3D51277C721D7E64869098416E4BAA04E310DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN SKELTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 S G STREETAddressLine1Txt
CitySAN BERNARDINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92410ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$45,598,625GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.WEARESACHS.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE COMMUNITIES WITH PRIMARY HEALTH CARE SERVICES, DENTAL CARE & BEHAVIORAL MEDICINE SERVICES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee403TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,883,572PYContributionsGrantsAmt
CY Contributions Grants$10,926,471CYContributionsGrantsAmt
PY Program Service Revenue$23,752,463PYProgramServiceRevenueAmt
CY Program Service Revenue$34,131,678CYProgramServiceRevenueAmt
PY Investment Income$12,967PYInvestmentIncomeAmt
CY Investment Income$53,917CYInvestmentIncomeAmt
PY Other Revenue$471,056PYOtherRevenueAmt
CY Other Revenue$486,559CYOtherRevenueAmt
PY Total Revenue$35,120,058PYTotalRevenueAmt
CY Total Revenue$45,598,625CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,474,799PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,638,202CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$124,060PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$117,680CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$117,680CYTotalFundraisingExpenseAmt
PY Other Expenses$24,087,617PYOtherExpensesAmt
CY Other Expenses$26,252,879CYOtherExpensesAmt
PY Total Expenses$40,686,476PYTotalExpensesAmt
CY Total Expenses$49,008,761CYTotalExpensesAmt
PY Revenues Less Expenses-$5,566,418PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,410,136CYRevenuesLessExpensesAmt
Total Assets BOY$15,910,072TotalAssetsBOYAmt
Total Assets EOY$12,465,715TotalAssetsEOYAmt
Total Liabilities BOY$7,517,736TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,457,916TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,392,336NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,007,799NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSAC HEALTH SYSTEM (SACHS) IS COMMITTED TO PROVIDING ACCESSIBLE WHOLE PERSON PATIENT CENTERED HEALTH CARE TO OUR COMMUNITIES AND EDUCATING FUTURE HEALTH CARE PROFESSIONALS.WE EMPOWER OUR PATIENTS AND THEIR FAMILIES TO LIVE VIBRANT AND HEALTHY LIVES THROUGH CULTURALLY RESPONSIVE, EXCEPTIONAL CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$30,833,288ExpenseAmt
Revenue$25,903,434RevenueAmt
DescSACHS IS COMMITTED TO PROVIDING ACCESSIBLE INTEGRATED HEALTHCARE(I.E. MEDICAL, DENTAL & BEHAVIORAL HEALTH) TO ALL THOSE IN NEED INTHE SAN BERNARDINO COUNTY. SACHS EMPOWERS FAMILIES TO LIVEVIBRANT AND HEALTHY LIVES THROUGH THE DELIVERY OF CULTURALLYSENSITIVE AND HIGHQUALITY, COMPREHENSIVE SERVICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,548,591ExpenseAmt
Revenue$4,991,200RevenueAmt
DescTEACHING HEALTH CENTER GRADUATE MEDICAL EDUCATION-HRSA FUNDED PRIMARYCARE RESIDENCY PROGRAMS WHICH INCLUDE FAMILY MEDICINE, INTERNALMEDICINE, OB & GYN, PSYCHIATRY. IT HELPS BUILD HEALTHY COMMUNITIES BYSUPPORTING QUALIFIED HEALTHCARE PROVIDERS DEDICATED TO WORKING INUNDERSERVED AREAS OF THE US. IT PAYS FOR DIRECT & INDIRECT MEDICALEDUCATION EXPENSES FOR TRAINING RESIDENTS IN NEW OR EXPANDINGCOMMUNITY BASED PRIMARY CARE RESIDENCY PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,304,249ExpenseAmt
Revenue$2,270,423RevenueAmt
DescIEHP'S BEHAVIORAL HEALTH INTEGRATION & COMPLEX CARE INITIATIVEGRANT-THE GRANT'S OBJECTIVE IS TO TRANSFORM PROVIDER'S CLINICALPRACTICES IN 5 KEY AREAS WHICH INCLUDES ASSESSMENT PROCESSES,CARE PLANNING, SERVICE DELIVERY PRACTICES, POPULATION HEALTHCARE MANAGEMENT & HEALTH PROMOTION/PATIENT EXPERIENCE. ITSUPPORTS PRIMARY & BEHAVIORAL HEALTH CARE INTEGRATION (I.E.TEAM BASED CARE). THE GRANT PAYS FOR PERSONNEL INVOLVED INTHE OPERATION OF THE GRANT, AS WELL AS INDIRECT EXPENSES SUCHAS OFFICE SUPPLIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$990,102ExpenseAmt
Revenue$966,621RevenueAmt
DescHRSA FULL 330 HEALTH CENTER PROGRAM GRANT. SACHS IS A FEDERALLYQUALIFIED HEALTH CENTER (FQHC) RECEIVING A GRANT UNDER SECTION330 OF THE PUBLIC HEALTH SERVICE (PHS) ACT (42 UNITED STATES CODESECTION 254A). FQHCS ARE PAID BASED ON THE FQHC PROSPECTIVEPAYMENT SYSTEM (PPS) FOR MEDICALLY-NECESSARY PRIMARY HEALTHSERVICES AND QUALIFIED PREVENTIVE HEALTH SERVICES FURNISHEDBY AN FQHC PRACTITIONER.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$990,102TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$966,621TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$38,676,230TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee403EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEL DENISE MORENOPersonNm
Phone9097712826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 S G STREETAddressLine1Txt
CitySAN BERNARDINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92410ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RODNEY NEAL
BOARD CHAIRMAN0.75Yes (X)Yes (X)$0$0$0
RAUL CASTILLO
BOARD MEMBER0.75Yes (X)Yes (X)$0$0$0
DR ERIC NGO
BOARD SECRETARY0.50Yes (X)Yes (X)$0$0$0
ANN ATKINSON
BOARD MEMBER0.75Yes (X)$0$0$0
DR MARILYN HERRMANN
BOARD MEMBER0.50Yes (X)$0$0$0
DR JUAN CARLOS BELLIARD
BOARD MEMBER0.50Yes (X)$0$0$0
ELAINE ZUCCO
BOARD MEMBER0.50Yes (X)$0$0$0
DR RICHARD HART
BOARD MEMBER0.75Yes (X)$0$0$0
DR BONNIE CHI-LUM
BOARD MEMBER0.50Yes (X)$0$0$0
OLU TOMI DANILES
BOARD MEMBER0.50Yes (X)$0$0$0
NANCY YOUNG
PRESIDENT & CEO40.00Yes (X)$259,584$0$23,485
STEVEN OGILVIE
VICE PRESIDENT & CFO40.00Yes (X)$183,640$0$16,370
MONICA MCCARTHY
VICE PRESIDENT & COO40.00Yes (X)$157,593$0$16,371
ENGERS A FERNANDEZ NUNEZ
VICE PRESIDENT & CIO40.00Yes (X)$143,152$0$10,833
TAMARA K BACHMAN
CHIEF HUMAN RESOURCES OFFI40.00$143,152$0$14,204Yes (X)
JANE L ATKINS
CHIEF QUALITY & COMPLIANCE40.00$143,958$0$11,975Yes (X)
MARYELLEN S WESTERBERG
EXECUTIVE DIRECTOR40.00$130,909$0$13,145Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,161,988TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$106,383TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FACULTY PHYSICIANS AND SURGEONS OF LLUSM
350 E COMMERCIAL RD SUITE 101SAN BERNARDINOCA92408PHYSICIAN SERVICES CONTRACTOR$9,826,555
LOMA LINDA UNIVERSITY HEALTH EDUCATION C
11165 MOUNTAIN VIEW AVELOMA LINDACA92354RESIDENTS CONTRACTOR$3,979,168
LOMA LINDA UNIV SCHOOL OF DENTISTRY
11092 ANDERSON STLOMA LINDACA92354DENTAL SERVICES CONTRACTOR$844,970
PUBLIC SAFETY SERVICES INC
500 WEST GRAHAM AVE 354LAKE ELSINORECA92531UNIFORMED SECURITY SVCS$575,119
518 MEDICAL PROFESSIONALS
PO BOX 910569SAN DIEGOCA921910569PROFESSIONAL STAFFING RESOURCE$472,708
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K17CntrctRcvdGreaterThan100KCnt
Government Grants$6,850,749GovernmentGrantsAmt
All Other Contributions$4,075,722AllOtherContributionsAmt
Total Contributions$10,926,471TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT CARE REVENUE621400$28,785,779$28,785,779
CAPITATION REVENUE621400$4,279,149$4,279,149
EHR INCENTIVE REVENUE900099$1,066,750$1,066,750
FieldValueIRS element (for citing)
Total Program Service Revenue$34,131,678TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,917TotalRevenueColumnAmt
Exclusion$53,917ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
GLOBAL INCENTIVE PAYMENTS900099$332,119$332,119
OTHER INCOME900099$154,440$154,440
FieldValueIRS element (for citing)
Other Revenue Total$486,559OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,598,625TotalRevenueColumnAmt
Related Or Exempt Func Income$34,131,678RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$540,476ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,234,451TotalAmt
Program Services$316,144ProgramServicesAmt
Management And General$918,307ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,294,833TotalAmt
Program Services$10,678,035ProgramServicesAmt
Management And General$2,616,798ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,800,164TotalAmt
Program Services$4,905,778ProgramServicesAmt
Management And General$1,894,386ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,308,754TotalAmt
Program Services$967,236ProgramServicesAmt
Management And General$341,518ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$142,519TotalAmt
Management And General$142,519ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$92,555TotalAmt
Management And General$92,555ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$117,680TotalAmt
Fundraising$117,680FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$775,850TotalAmt
Program Services$307,344ProgramServicesAmt
Management And General$468,506ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$232,924TotalAmt
Program Services$53,846ProgramServicesAmt
Management And General$179,078ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,200,114TotalAmt
Program Services$3,824,859ProgramServicesAmt
Management And General$1,375,255ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$317,452TotalAmt
Program Services$75,532ProgramServicesAmt
Management And General$241,920ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$113,199TotalAmt
Program Services$936ProgramServicesAmt
Management And General$112,263ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$425,524TotalAmt
Program Services$238,483ProgramServicesAmt
Management And General$187,041ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$143,169TotalAmt
Program Services$316ProgramServicesAmt
Management And General$142,853ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLINICAL CONTRACTS FEES$11,058,725$10,617,765$440,960
PURCHASED SERVICES$6,451,025$5,519,269$931,756
MEDICAL/DENTAL SUPPLIES$1,108,903$1,104,607$4,296
REPAIRS & MAINTENANCE$123,259$50,481$72,778

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$67,661TotalAmt
Program Services$15,599ProgramServicesAmt
Management And General$52,062ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$49,008,761TotalAmt
Program Services$38,676,230ProgramServicesAmt
Management And General$10,214,851ManagementAndGeneralAmt
Fundraising$117,680FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,523,843BOYAmt
EOY$783,346EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$813,135BOYAmt
EOY$721,345EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,604,354BOYAmt
EOY$2,830,334EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,684,120BOYAmt
EOY$2,964,362EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$82,653BOYAmt
EOY$76,545EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$72,698BOYAmt
EOY$148,716EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,900,990LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,890,053LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,024,160BOYAmt
EOY$2,010,937EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,105,109BOYAmt
EOY$2,930,130EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,910,072BOYAmt
EOY$12,465,715EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,131,098BOYAmt
EOY$4,303,129EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$509,162BOYAmt
EOY$753,632EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$12,284BOYAmt
EOY$5,061EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,865,192BOYAmt
EOY$2,396,094EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,517,736BOYAmt
EOY$7,457,916EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,579,006BOYAmt
EOY$4,286,782EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$763,181BOYAmt
EOY$670,868EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$50,149BOYAmt
EOY$50,149EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,392,336BOYAmt
EOY$5,007,799EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,910,072BOYAmt
EOY$12,465,715EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,410,136ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$25,599NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,216BeginningYearBalanceAmt
Investment Earnings Or Losses$4,566InvestmentEarningsOrLossesAmt
End Year Balance$74,782EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,572BeginningYearBalanceAmt
Investment Earnings Or Losses$3,644InvestmentEarningsOrLossesAmt
End Year Balance$70,216EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,259BeginningYearBalanceAmt
Investment Earnings Or Losses$3,313InvestmentEarningsOrLossesAmt
End Year Balance$66,572EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,574BeginningYearBalanceAmt
Investment Earnings Or Losses$1,685InvestmentEarningsOrLossesAmt
End Year Balance$63,259EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
Investment Earnings Or Losses$1,574InvestmentEarningsOrLossesAmt
End Year Balance$61,574EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.10000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.90000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,956,216OtherCostOrOtherBasisAmt
Depreciation$1,554,731DepreciationAmt
Book Value$1,401,485BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,700OtherCostOrOtherBasisAmt
Depreciation$10,700DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,910,732OtherCostOrOtherBasisAmt
Depreciation$1,324,622DepreciationAmt
Book Value$586,110BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,342OtherCostOrOtherBasisAmt
Book Value$23,342BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,010,937TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM THIRD PARTY$183,785
ESTIMATED THIRD PARTY SETTLEMENT$2,746,345
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,930,130TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DEPOSITS$600
DUE TO LLUHS/LLU$527,030
NOTE PAYABLE TO LLUMC$1,400,000
NOTE PAYABLE TO LLU$468,464
FieldValueIRS element (for citing)
Total Liability$2,396,094TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$46,524,224TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$25,599NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$900,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$925,599RevenueNotReportedAmt
Revenue Subtotal$45,598,625RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$45,598,625TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$49,908,761TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$900,000DonatedServicesUseFcltsAmt
Expenses Not Reported$900,000ExpensesNotReportedAmt
Expenses Subtotal$49,008,761ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$49,008,761TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 IS A PRIVATE NONPROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA. THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE BY THE IRS AND FRANCHISE TAX BOARD, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 74010, 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, 2018 OR 2017.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AM DEVELOPMENT GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110250 FARMINGTON STREETAddressLine1Txt
CityOAK HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92344ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTANT & GRANT WRITERActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$9,079,338GrossReceiptsAmt
Retained By Contractor$117,680RetainedByContractorAmt
Net To Organization$8,961,658NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$9,079,338TotalGrossReceiptsAmt
Total Retained By Contractors$117,680TotalRetainedByContractorsAmt
Total Net To Organization$8,961,658TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesMDLicensedStatesCd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NANCY YOUNG
PRESIDENT & CEO$259,584$0$0$0$0$0$21,603$0$1,882$0$283,069$0$0$0
STEVEN OGILVIE
VICE PRESIDENT & CFO$183,640$0$0$0$0$0$14,691$0$1,679$0$200,010$0$0$0
MONICA MCCARTHY
VICE PRESIDENT & COO$157,593$0$0$0$0$0$12,641$0$3,730$0$173,964$0$0$0
ENGERS A FERNANDEZ NUNEZ
VICE PRESIDENT & CIO$143,152$0$0$0$0$0$7,158$0$3,675$0$153,985$0$0$0
TAMARA K BACHMAN
CHIEF HUMAN RESOURCES OFFI$143,152$0$0$0$0$0$11,145$0$3,059$0$157,356$0$0$0
JANE L ATKINS
CHIEF QUALITY & COMPLIANCE$143,958$0$0$0$0$0$11,517$0$458$0$155,933$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationSEVERANCE WAS PAID TO PERSONS LISTED ON PART VII.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY FINANCE COMMITTEE AND MANAGEMENT. A PAPER COPY OF THE RETURN IS MADE AVAILABLE TO THE FINANCE/AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CGENERAL COUNSEL 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 THEM SELF FROM DISCUSSIONS, DECISION AND VOTE, ON ANY ISSUE FOR WHICH THE CONFLICT EXISTS.
FORM 990, PART VI, SECTION B, LINE 15SAC HEALTH SYSTEM HAD AN EVALUATION BY THE SACHS' HUMAN RESOURCES DEPARTMENT FOR EXECUTIVE COMPENSATION AND DETERMINED THERE IS NO EMPLOYMENT AGREEMENT OR CONTRACT. SACHS HR DOES A COMPENSATION SURVEY FOR CEO, CFO, COO AND CIO PAY, AND BOARD APPROVES SALARY. MARKET RATE ANALYSIS OF EXECUTIVE PAY BY USING REGIONAL COMPARATIVE DATE AND RATES ARE RECOMMENDED FOR APPROVAL BY THE BOARD. THE CURRENT WAGE SCALE REMAINS THE SAME BASED ON REVIEW IN 2017.
FORM 990, PART VI, SECTION C, LINE 19SAC HEALTH SYSTEM WILL MAKE 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.

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