2018-05-09T16:09:10-05:00 2017-06-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2016-07-01 952637633 LAGUNA BEACH COMMUNITY CLINIC LAGU 9494972975 362 THIRD STREET LAGUNA BEACH CA 92651 JORGE RUBAL MD CEO 9494940761 2018-05-04 1 EDWARD E BENOE P00032866 9498332815 2016 2022-09-23 18:48:47Z JORGE RUBAL MD 362 THIRD STREET LAGUNA BEACH CA 92651 3177327 0 X LBCLINIC.ORG X 1970 CA TO PROVIDE PRIMARY MEDICAL AND OTHER SERVICE PROGRAMS TO INDIVIDUALS AND FAMILIES. 12 12 33 6 0 0 1867675 1062820 736026 793430 5575 72320 16583 3630 2625859 1932200 0 0 0 0 1479342 1417296 0 0 81905 652768 647387 2132110 2064683 493749 -132483 2410785 2355725 351343 425499 2059442 1930226 X SEE SCHEDULE O FOR MISSION STATEMENT. 0 0 1843474 793430 AS A HEALTH SERVICES ORGANIZATION WITH A TARGET POPULATION OF ECONOMICALLY DISADVANTAGED, LOW-INCOME, AND UNDERSERVED INDIVIDUALS AND FAMILIES, LBCC IS A SAFETY NET ORGANIZATION. NINETY PERCENT OF LBCC PATIENTS ARE LIVING BELOW 200% FEDERAL POVERTY LEVEL; APPROXIMATELY 62% LIVE IN SEVERE POVERTY (2016 OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT UTILIZATION REPORT). 40 PERCENT OF PATIENTS ARE HISPANIC, MANY OF WHOM SPEAK ONLY SPANISH. PATIENTS ARE LOCAL SHOP STAFF, HOTEL AND RESTAURANT EMPLOYEES, ARTISTS, HOUSEHOLD WORKERS, GARDENERS, DAY LABORERS, AND NANNIES. AN ESTIMATED 10% ARE HOMELESS. THE PATIENTS WE SERVE ARE AT RISK OF FOREGOING EARLY MEDICAL CARE OF CONDITIONS, WHICH WOULD NEGATIVELY AFFECT THEIR MORBIDITY RATES AND ALSO BURDEN THE HEALTHCARE SYSTEM IN THE LONG RUN. THEIR NEEDS TO ACCESS HEALTHCARE INCLUDE FINDING: -A REGISTERED MEDI-CAL PROVIDER. -A PROVIDER WHICH ACCEPTS UNINSURED PATIENTS AND OFFERS LOW-COST SERVICE: MANY WILL NEVER QUALIFY FOR GOVERNMENT SUBSIDIZED INSURANCE THROUGH MEDI-CAL OR WILL OPT-OUT, AND WILL REMAIN UNINSURED. THESE PATIENTS RISK FALLING THROUGH GAPS IN THE SAFETY-NET. -CARE THAT IS ACCESSIBLE BOTH LINGUISTICALLY AND GEOGRAPHICALLY. -HIGH QUALITY CARE.LBCC IS ONE OF ONLY THREE CLINICS IN SOUTH ORANGE COUNTY, AND IS THE ONLY OF THE THREE TO OFFER THE FULL RANGE OF PRIMARY CARE, WEEKEND HOURS, AND WALK-IN AVAILABILITY. HIGH ACCESSIBILITY IS A CRITICAL FACTOR IN EMPOWERING PATIENTS TO TAKE CONTROL OF THEIR HEALTH AND SUCCESSFULLY PURSUE REGULAR AND PREVENTIVE MEDICAL CARE. COST TO PATIENTS IS A KEY ACCESSIBILITY ISSUE FOR THE LOW-INCOME POPULATION WE SERVE. PATIENTS PAY WHAT THEY CAN AFFORD, BASED ON A SLIDING FEE SCALE AND ABILITY TO PAY. WE HAVE SEVERAL PROVIDERS WHO ARE BI-LINGUAL AND SPEAK SPANISH FLUENTLY. OUR WAIT UNTIL NEXT AVAILABLE APPOINTMENT AVERAGES LESS THAN TWO WEEKS, ENABLING PATIENTS TO DEVELOP A PERSONAL RELATIONSHIP WITH THEIR PHYSICIAN. THE CLINIC IS LOCATED WITHIN WALKING DISTANCE OF A MAJOR TRANSPORTATION HUB AND A DAY LABORER WORK SOLICITATION SITE.THE GOAL OF LBCC'S COMPREHENSIVE CARE PROGRAM IS TO PROVIDE QUALITY MEDICAL CARE AT LOW-COST IN ORDER TO IMPROVE ACCESS FOR THE MOST VULNERABLE. LBCC OFFERS A RANGE OF SERVICES INCLUDING URGENT CARE, PREVENTIVE CARE, AND CARE FOR CHRONIC CONDITIONS: -URGENT CARE ACTIVITIES: AVAILABLE SIX-DAYS PER WEEK, INCLUDING WALK-IN AVAILABILITY WITH NO APPOINTMENT. THE SCOPE OF DIAGNOSIS AND ACUITY RUNS THE SPECTRUM FROM SIMPLE COLDS AND INFECTIONS TO POTENTIALLY LIFE THREATENING CONDITIONS SUCH AS ACUTE ASTHMA, OUT OF CONTROL DIABETES AND HYPERTENSION, AND CHEST PAIN. -PREVENTIVE CARE ACTIVITIES: ENCOMPASSING PREVENTIVE AND PRIMARY CARE, WITH SUCH ACTIVITIES AS VACCINATIONS, AGE-APPROPRIATE SCREENINGS, AND WEIGHT AND BLOOD PRESSURE MONITORING. -CHRONIC CARE ACTIVITIES: PATIENTS ACHIEVE BETTER CONTROL OF CHRONIC CONDITIONS BY ACCESSING HEALTH CARE REGULARLY. WE OFFER PROGRAMS FOR THE LONG-TERM CARE OF HIV/AIDS, DIABETES, AND HYPERTENSION, AMONG OTHERS. OTHER CLINICS IN THE AREA DO NOT OFFER SPECIALIZED SERVICES SUCH AS DENTAL OR HIV/AIDS PROGRAMS, MAKING LBCC TRULY A "MEDICAL HOME" WHERE PATIENTS CAN ACCESS A WIDE RANGE OF CARE AT A FAMILIAR AND CONVENIENT LOCATION, AND WITH A SINGLE PHYSICIAN. ANTICIPATED OUTCOMES INCLUDE: -REDUCED COST OF MEDICAL CARE AS PATIENTS ADOPT LBCC AS A MEDICAL HOME AND PURSUE PREVENTIVE CARE AND ANNUAL EXAMS, THEREBY MINIMIZING EMERGENCY ROOM VISITS. -INCREASED ACCESS TO LOW-COST, MEDICAL CARE AND GOVERNMENT-FUNDED CARE. -IMPROVED HEALTH AND REDUCED MORTALITY AND MORBIDITY RATES 1843474 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 CA X DR JORGE RUBAL VIA THE BOARD OF DIRECTORS 9494940761 362 THIRD STREET LAGUNA BEACH CA 92651 PAMELA LAWRENCE MD DIRECTOR 1.00 X 0 0 0 RICHARD A KAIN DIRECTOR 1.00 X 0 0 0 GEORGE HEED DIRECTOR 1.00 X 0 0 0 ROYA COLE DIRECTOR 1.00 X 0 0 0 SUSAN NEELY PRESIDENT 2.00 X X 0 0 0 ANNE E JOHNSON DIRECTOR 1.00 X 0 0 0 MARION JACOBS DIRECTOR 1.00 X 0 0 0 MARY KATE SAUNDERS DIRECTOR 1.00 X 0 0 0 GARY BEVERAGE DIRECTOR 1.00 X 0 0 0 JANET CHANCE MD DIRECTOR 1.00 X 0 0 0 JOHN LINK DIRECTOR 2.00 X 0 0 0 MARK ORGILL DIRECTOR 1.00 X 0 0 0 THOMAS C BENT MD COO 12.00 X 90846 0 24204 JORGE RUBAL MD MEDICAL DIRECTOR 47.00 X 209999 0 17820 ADRIANNA NIETO-SAYEGH RN CLINICAL DIRECTOR 47.00 X 121904 0 24250 CHAU NGO MD MEDICAL DOCTOR 29.00 X 115082 0 24593 537831 0 90867 3 0 1 0 0 247421 31000 784399 60068 1062820 PATIENT FEES 621400 793430 793430 793430 15580 15580 30080 0 30080 30080 30080 1255609 1198869 56740 56740 56740 18998 247421 46258 -27260 -27260 OTHER INCOME 900099 810 810 810 1932200 793430 0 75950 X 320223 307330 12893 830000 796583 33417 28604 27638 966 158900 153536 5364 79569 76883 2686 83000 29010 53990 937 937 42598 37578 5020 10025 8521 1504 47644 45513 2131 36511 34757 1754 MEDICAL SUPPLIES 119177 119177 FACILITIES AND MAINTENA 97691 91470 6221 OUTSIDE SERVICES 96645 5152 9588 81905 UTILITIES AND TELEPHONE 54652 51969 2683 58507 58357 150 2064683 1843474 139304 81905 368670 185714 693535 240944 190823 130388 32478 29349 1370158 621242 718290 748916 406989 1020414 2410785 2355725 181503 201909 169840 223590 351343 425499 X 1016944 822339 1042498 1107887 2059442 1930226 2410785 2355725 -132483 3267 0 X X 0 1 X 1 0 X 1085348 1273677 1163818 1867675 1062820 6453338 1085348 1273677 1163818 1867675 1062820 6453338 1336847 5116491 25742 33379 33145 30916 45660 168842 9055 215 1140 5090 810 16310 6638490 5106874 0.77070 0.76850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 992498 50000 75015 49626 1067887 250646 750000 4695 12843 992498 127110 125000 4892 6356 250646 125000 2110 127110 0 0 345000 345000 520002 314121 205881 505156 307121 198035 748916 ENDOWMENT FUND 1020414 1020414 2035868 3267 101338 104605 1931263 937 937 1932200 2165084 101338 101338 2063746 937 937 2064683 PART V, LINE 4: TO BE APPLIED TOWARD THE GREATEST COMMUNITY HEALTH NEEDS AS DETERMINED BY THE CLINIC. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEE EXPENSE 937. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEE EXPENSE 937. CINCO DE MAYO 266419 247421 18998 2950 18998 24310 266419 247421 18998 2950 18998 24310 46258 -27260 X X X 0 0 0 0 0 0 0 0 0 JORGE RUBAL MD MEDICAL DIRECTOR 209999 0 0 0 0 0 0 0 17820 0 227819 0 0 0 X 1 57118 X CINCO DE MAY & WINE TASTING 1 2950 0 0 0 FORM 990, PART III, LINE 1 - MISSION STATEMENT: THE MISSION OF LAGUNA BEACH COMMUNITY CLINIC (LBCC) IS TO PROVIDE EXCELLENT MEDICAL CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12 STAFF WHO ATTEND BOARD MEETINGS MONITOR BOARD BEHAVIOR THAT MAY FALL WITHIN THE UNACCEPTABLE PARAMETERS OF THE POLICY. ANNUAL AUDIT REVIEW OF BOARD MEETING MINUTES MAY ALSO REVEAL POTENTIAL CONFLICT. OFFSITE BOOKKEEPING MONITORS STAFF ADHERENCE DURING VENDOR REVIEW. ADHERENCE TO CONFLICT OF INTEREST POLICY IS NOT MONITORED ANNUALLY, BUT PER TERM OF OFFICE FOR THE BOARD AND HIRE DATE OF THE EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15 FOR THE EXECUTIVE DIRECTOR, A REVIEW COMMITTEE IS APPOINTED BY THE PRESIDENT OF THE BOARD AND A REVIEW SHEET IS SENT OUT TO ALL MEMBERS OF THE BOARD FOR THEIR COMMENTS OF VARIOUS ASPECTS OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND AREAS OF RESPONSIBLITY OVER THE PAST YEAR. DATA ON COMPENSATION IS PRESENTED TO THE COMMITTEE FROM VARIOUS SOURCES INCLUDING THE COMPENSATION & BENEFITS SURVEY OF THE CENTER FOR NONPROFIT MANAGEMENT AND MEMBERS OF THE COMMITTEE MAY REQUEST INFORMATION FROM OTHER NONPROFITS WITH A SIMILAR AGENCY. THE REVIEW AND COMPENSATION DECISION OF THE COMMITTEE IS BROUGHT BEFORE THE FULL BOARD FOR THEIR DISCUSSION AND APPROVAL AND THE CHAIR OF THE COMMITTEE PRESENTS THE DECISION TO THE EXECUTIVE DIRECTOR FOR COMMENT AND DISCUSSION. AT THAT TIME, THE PRESIDENT AND THE EXECUTIVE DIRECTOR MAY ALSO DISCUSS GOALS FOR THE COMING YEAR(S). KEY EMPLOYEES: KEY EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR. EXECUTIVE DIRECTOR DISCUSSES AREAS OF CONCERN AND AREAS OF STRENGTH WITH EACH EMPLOYEE DURING THE YEAR AND CONDUCT FORMAL REVIEWS WITH KEY EMPLOYEES ANNUALLY, INCLUDING MEETING WITH THE EMPLOYEE TO GO OVER THEIR ANNUAL REVIEW AND DISCUSS THEIR COMPENSATION PACKAGE. AGAIN, THE CENTER FOR NONPROFIT MANAGEMENT'S COMPENSATION & BENEFITS SURVEY, AS WELL AS LOCAL SURVEYS ARE USED. IN ADDITION, THE EXECUTIVE DIRECTOR MAY CALL SEVERAL OTHER NON PROFITS TO SUBSTANTIATE THE GOING RATE TO ENSURE THE ORGANIZATION REMAINS COMPETITIVE AND HOLDS ONTO GOOD STAFF. PRIOR TO ANY COMPENSATION PACKAGE BEING OFFERED, IT IS REVIEWED WITH THE FINANCE COMMITTEE OF THE BOARD AND WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND 990 ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART IX, LINE 24E LAB FEES: PROGRAM SERVICE EXPENSES 46,229. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,229. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 9,354. MANAGEMENT AND GENERAL EXPENSES 150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,504. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 2,774. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,774. FORM 990, PART XII, LINE 2C - AUDIT COMMITTEE: THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN THE CURRENT YEAR.