EMANATE HEALTH: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EMANATE HEALTH (EIN 95-3885523)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349309308
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:57:25-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330155525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953885523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRUS VALLEY HEALTH PARTNERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CITR | BusinessNameControlTxt |
| Phone | 6263317331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1Txt |
| City | COVINA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917225108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJESH K SHARMA | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 6269387595 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD E BENOE | PreparerPersonNm |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 16:37:03 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0632D4472AA4026539360035DF7CB7D46AFE60DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 311E1895E5ACC19E8D72624E0BDD30A09D7651E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT H CURRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1Txt |
| City | COVINA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917225108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,715,179 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CVHP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT TO TWO ACUTE-CARE HOSPITALS, A HOSPICE, AND A HOME HEALTH AGENCY WHICH, IN TURN, PROVIDE INPATIENT AND OUTPATIENT CLINICAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 356 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $785,071 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $520,078 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,553,799 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,380,253 | CYProgramServiceRevenueAmt |
| PY Investment Income | $775,802 | PYInvestmentIncomeAmt |
| CY Investment Income | -$841,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | $873,776 | PYOtherRevenueAmt |
| CY Other Revenue | $853,771 | CYOtherRevenueAmt |
| PY Total Revenue | $59,203,377 | PYTotalRevenueAmt |
| CY Total Revenue | $60,392,239 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,548,384 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,927,329 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,880,877 | PYOtherExpensesAmt |
| CY Other Expenses | $24,673,749 | CYOtherExpensesAmt |
| PY Total Expenses | $58,429,261 | PYTotalExpensesAmt |
| CY Total Expenses | $61,601,078 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $774,116 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,208,839 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,925,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,160,442 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,617,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,995,005 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,307,701 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,165,437 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO HELP PEOPLE KEEP WELL IN BODY, MIND AND SPIRIT BY PROVIDING QUALITY HEALTH CARE SERVICES IN A SAFE, COMPASSIONATE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $54,707,100 | ExpenseAmt |
| Revenue | $58,313,558 | RevenueAmt |
| Desc | PROVIDE OVERALL SUPERVISION, GUIDANCE, LONG RANGE PLANNING, FINANCIAL MANAGEMENT, AND INVESTMENT OF FUNDS FOR THE BENEFIT OF CITRUS VALLEY MEDICAL CENTER, FOOTHILL PRESBYTERIAN HOSPITAL, AND HOSPICE. ALL OF WHICH ARE 501(C)(3). PROVIDE SUPPORT TO TWO ACUTE-CARE HOSPITALS, A HOSPICE, AND A HOME HEALTH AGENCY WHICH, IN TURN, PROVIDE INPATIENT AND OUTPATIENT CLINICAL SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,226,917 | ExpenseAmt |
| Revenue | $1,354,401 | RevenueAmt |
| Desc | FIRST 5 LA OPTIMIZES THE DEVELOPMENT AND WELL BEING OF ALL CHILDREN, FROM THE PRENATAL STAGE UNTIL THEIR 5TH BIRTHDAYS, BY INCREASING RESOURCES, ENSURING ACCESS TO SERVICES, AND IMPROVING THE ABILITIES OF FAMILIES, COMMUNITIES AND PROVIDERS OF SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $337,543 | ExpenseAmt |
| Revenue | $377,021 | RevenueAmt |
| Desc | TO PROVIDE EDUCATION PRIMARILY ABOUT COVERED CALIFORNIA WHILE PROMOTING A CULTURE OF COVERAGE AND MOTIVATING PARTICIPANTS TO TAKE ACTION AND ENROLL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ENSURE THAT ALL ELIGIBLE CHILDREN AND PARENTS IN CALIFORNIA HAVE HEALTHCARE COVERAGE, TO CREATE PARTNERSHIPS THAT HELP TO PREVENT CHILDHOOD OBESITY AND TO INCREASE THE NUMBER OF CHILDREN IN LOS ANGELES COUNTY WHO ARE READY TO LEARN WHEN THEY REACH SCHOOL AGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $56,271,560 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 159 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 356 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAJESH K SHARMA EXECUTIVE VPCFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6269387595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 WEST COLLEGE ST PO BOX 6108 | AddressLine1Txt |
| City | COVINA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917225108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WALTER ALLEN III | ||||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E DUNCAN | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD CHRIST | ||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA HANES PHD | ||||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY JANE BETTFREUND | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD BOLLINGER JR ESQ | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD BORAK SR | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD BOSS ESQ | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS BRYAN MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H CURRY | ||||||||
| PRESIDENT, CEO, BOD | 18.00 | Yes (X) | $1,288,100 | $0 | $24,888 | 22.00 | Yes (X) | |
| SUBHASH DHAND MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE FERENCZI MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NAJI KANDALAFT MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $60,709 | $0 | |||
| MARY KIRCHEN IHM | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA LEUNG MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR LUDWICK | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP MALDONADO DDS | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY MATHEWSON | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND MATTES IHM | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| OJ RODRIGUEZ | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON YEE MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PATSY GORRELL | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBINSON BARON | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JAQUELINE BRACY MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| J PAUL HOLLAND MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GURJEET KALKAT MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY SHAPIRO MD | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON SHIPP | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EARL WASHINGTON | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LANCE WILCHNER DNP | ||||||||
| BOARD OF DIRECTORS | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJESH SHARMA | ||||||||
| EXECUTIVE VP/CFO | 18.00 | $726,109 | $0 | $19,197 | 22.00 | Yes (X) | ||
| PAUL HEREDIA | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 3.60 | $482,927 | $0 | $21,770 | 36.40 | Yes (X) | ||
| JORGE REYNO | ||||||||
| CHIEF POPULATION HEALTH | 16.00 | $474,340 | $0 | $17,355 | 24.00 | Yes (X) | ||
| JILLISA PLESH | ||||||||
| CHIEF LEGAL OFC & GEN COUNSEL | 3.60 | $463,739 | $0 | $22,931 | 36.40 | Yes (X) | ||
| MARY ZIMMER | ||||||||
| CHIEF CLINICAL SERVICE OFFICER | 3.60 | $424,979 | $0 | $27,070 | 36.40 | Yes (X) | ||
| MARTIN KLEINBART | ||||||||
| CHIEF STRATEGY OFFICER | 3.60 | $408,579 | $0 | $24,420 | 36.40 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,268,773 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $60,709 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $157,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AUXILIO INC | |||||
| PO BOX 388 | PALO ALTO | CA | 94302 | COPY/PRINTING | $1,188,393 |
| NATIONAL GOVERNMENT SERV | |||||
| PO BOX 50438 | INDIANAPOLIS | IN | 46250 | MANAGED CARE/HOSPICE AUDIT | $1,034,458 |
| HOOPER LUNDY & BOOKMAN INC | |||||
| 1875 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | LEGAL | $1,024,955 |
| MEDICAL INFORMATION TECHNOLOGY INC | |||||
| PO BOX 74569 | CHICAGO | IL | 60696 | SOFTWARE SYSTEMS | $954,825 |
| TURNAROUND TIME TRANSCRIPTION INC | |||||
| 3536 OCEANVIEW BLVD 100 | GLENDALE | CA | 91208 | TRANSCRIPTION SERVICES | $492,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 44 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT INCOME | 900099 | $58,092,820 | $58,092,820 | |
| PROGRAM REVENUE GOVT. GRANTS | 900099 | $1,731,422 | $1,731,422 | |
| MANAGEMENT INCOME | 900099 | $556,011 | $556,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,380,253 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,094,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,575 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,019,667 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $504,402 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,263 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $491,139 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $491,139 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,781 | UnrelatedBusinessRevenueAmt |
| Exclusion | $475,358 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,373,650 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,309,677 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,936,027 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,936,027 | TotalRevenueColumnAmt |
| Exclusion | -$1,936,027 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PASSTHROUGH INCOME FROM GLENDORA | 900099 | $254,781 | $254,781 | |
| CASH DISCOUNTS & OTHERS | 900099 | $128,849 | $128,849 | |
| MEDICAL RECORDS | 900099 | $13,460 | $13,460 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,854 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$41,502 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $362,632 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,392,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,044,980 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $785,071 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$437,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,232 | TotalAmt |
| Program Services | $812,152 | ProgramServicesAmt |
| Management And General | $114,080 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,939,677 | TotalAmt |
| Program Services | $22,744,808 | ProgramServicesAmt |
| Management And General | $3,194,869 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,694 | TotalAmt |
| Program Services | $1,157,373 | ProgramServicesAmt |
| Management And General | $70,321 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,934,829 | TotalAmt |
| Program Services | $6,701,290 | ProgramServicesAmt |
| Management And General | $233,539 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,897 | TotalAmt |
| Program Services | $1,840,339 | ProgramServicesAmt |
| Management And General | $58,558 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,355 | TotalAmt |
| Program Services | $1,475,272 | ProgramServicesAmt |
| Management And General | $129,083 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,566,119 | TotalAmt |
| Program Services | $2,309,507 | ProgramServicesAmt |
| Management And General | $256,612 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,926 | TotalAmt |
| Program Services | $293,333 | ProgramServicesAmt |
| Management And General | $32,593 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,805 | TotalAmt |
| Program Services | $167,805 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,175 | TotalAmt |
| Program Services | $482,240 | ProgramServicesAmt |
| Management And General | $26,935 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,702 | TotalAmt |
| Program Services | $213,164 | ProgramServicesAmt |
| Management And General | $21,538 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,330 | TotalAmt |
| Program Services | $674,314 | ProgramServicesAmt |
| Management And General | $43,016 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,604 | TotalAmt |
| Program Services | $195,067 | ProgramServicesAmt |
| Management And General | $12,537 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,658 | TotalAmt |
| Program Services | $83,945 | ProgramServicesAmt |
| Management And General | $5,713 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,221,976 | TotalAmt |
| Program Services | $3,827,509 | ProgramServicesAmt |
| Management And General | $394,467 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,830 | TotalAmt |
| Program Services | $292,830 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UNRELATED BUSINESS INCO | $411,165 | $411,165 | |
| PURCHASED SERVICES | $9,517,726 | $8,985,702 | $532,024 |
| OTHER EXPENSE | $825,193 | $768,530 | $56,663 |
| DUES AND SUBSCRIPTIONS | $739,601 | $674,814 | $64,787 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,242,584 | TotalAmt |
| Program Services | $2,160,401 | ProgramServicesAmt |
| Management And General | $82,183 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,601,078 | TotalAmt |
| Program Services | $56,271,560 | ProgramServicesAmt |
| Management And General | $5,329,518 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499 | BOYAmt |
| EOY | $4,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,500 | BOYAmt |
| EOY | $2,855,980 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,014 | BOYAmt |
| EOY | $18,236 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,081,968 | BOYAmt |
| EOY | $1,915,991 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,192 | BOYAmt |
| EOY | $1,933,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,137,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,922,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,362,752 | BOYAmt |
| EOY | $19,215,096 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,272,794 | BOYAmt |
| EOY | $40,715,775 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,120,090 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,132,760 | BOYAmt |
| EOY | $7,381,493 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,925,479 | BOYAmt |
| EOY | $76,160,442 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,682,917 | BOYAmt |
| EOY | $23,036,581 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,934,861 | BOYAmt |
| EOY | $7,958,424 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,617,778 | BOYAmt |
| EOY | $30,995,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,302,301 | BOYAmt |
| EOY | $45,160,037 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,400 | BOYAmt |
| EOY | $5,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,307,701 | BOYAmt |
| EOY | $45,165,437 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,925,479 | BOYAmt |
| EOY | $76,160,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,208,839 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,283,734 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$217,159 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| CITRUS VALLEY HOSPICE INC | ||||
| 953493611 | 10 | Yes (1) | $0 | $0 |
| CITRUS VALLEY MEDICAL CENTER INC | ||||
| 956006469 | 3 | Yes (1) | $0 | $0 |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||||
| 952413054 | 3 | Yes (1) | $0 | $0 |
| CITRUS VALLEY HEALTH FOUNDATION INC | ||||
| 952534063 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $31,309 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $31,309 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CITRUS VALLEY HEALTH PARTNERS, INC PAID $301,917 IN DUES TO THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA TO COVER MEMBERSHIP IN THE CALIFORNIA HOSPITAL ASSOCIATION, CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS AND HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA. HASC USED 10.37% OF THE DUES TOWARDS LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,670,742 | OtherCostOrOtherBasisAmt |
| Book Value | $3,670,742 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,302,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,531,342 | DepreciationAmt |
| Book Value | $13,771,184 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,163,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $390,782 | DepreciationAmt |
| Book Value | $1,773,170 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,215,096 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,695,242 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRESTRICTED INVESTMENTS | Desc |
| Book Value | $39,020,533 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,715,775 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HOSP/PROF EXCESS INS RECOVERIES - LT | $1,721,000 |
| DEPOSIT - WORKERS COMPENSATION STATE | -$145 |
| NOTE RECEIVABLE - COVINA VALLEY MANAGEMENT INC | $5,660,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,381,493 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $261,888 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER CURRENT LIABILITIES | $537,536 |
| HOSPITAL /PROF INSURANCE RESERVES | $7,159,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,958,424 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,889,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,283,734 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,708 | OtherRevenueAmt |
| Revenue Not Reported | $2,297,442 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,591,558 | RevenueSubtotalAmt |
| Other Revenues Not Included | $800,681 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $800,681 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $60,392,239 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,031,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $13,444 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $13,444 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,017,556 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $583,522 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $583,522 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $61,601,078 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2016 OR 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DEPRECIATION ON RENTAL UNITS OFFSET IN 990 13,263. ROUNDING DIFFERENCE 445. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES OFFSET AGAINST REVENUE IN FINANCIAL REPORT 167,805. BANK SERVICE CHARGES OFFSET TO INCOME IN F/S 4,552. INCOME TAXES OFFSET TO INCOME IN F/S 411,165. PASSTHROUGH INCOME FROM GLENDORA SURGICAL CENTER 254,781. PASSTHROUGH INCOME FROM DISPOSED PTP'S -42,336. PASSTHROUGH INCOME FROM PTP'S 4,714. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DEPRECIATION ON RENTAL UNITS OFFSET IN 990 13,263. ROUNDING DIFFERENCE 181. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES OFFSET AGAINST REVENUE IN FINANCIAL REPORT 167,805. BANK SERVICE CHARGES OFFSET TO INCOME IN F/S 4,552. INCOME TAXES OFFSET TO INCOME IN F/S 411,165. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT H CURRY | ||||||||||||||
| PRESIDENT, CEO, BOD | $868,458 | $0 | $398,352 | $0 | $21,290 | $0 | $10,600 | $0 | $14,288 | $0 | $1,312,988 | $0 | $0 | $0 |
| RAJESH SHARMA | ||||||||||||||
| EXECUTIVE VP/CFO | $549,461 | $0 | $163,534 | $0 | $13,114 | $0 | $9,600 | $0 | $9,597 | $0 | $745,306 | $0 | $0 | $0 |
| PAUL HEREDIA | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $360,659 | $0 | $110,611 | $0 | $11,657 | $0 | $7,950 | $0 | $13,820 | $0 | $504,697 | $0 | $0 | $0 |
| JORGE REYNO | ||||||||||||||
| CHIEF POPULATION HEALTH | $410,793 | $0 | $50,000 | $0 | $13,547 | $0 | $3,406 | $0 | $13,949 | $0 | $491,695 | $0 | $0 | $0 |
| JILLISA PLESH | ||||||||||||||
| CHIEF LEGAL OFC & GEN COUNSEL | $345,699 | $0 | $106,698 | $0 | $11,342 | $0 | $13,250 | $0 | $9,681 | $0 | $486,670 | $0 | $0 | $0 |
| MARY ZIMMER | ||||||||||||||
| CHIEF CLINICAL SERVICE OFFICER | $316,812 | $0 | $95,276 | $0 | $12,891 | $0 | $13,250 | $0 | $13,820 | $0 | $452,049 | $0 | $0 | $0 |
| MARTIN KLEINBART | ||||||||||||||
| CHIEF STRATEGY OFFICER | $303,231 | $0 | $93,591 | $0 | $11,757 | $0 | $10,600 | $0 | $13,820 | $0 | $432,999 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO - CVHP USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO. PLEASE SEE ADDITIONAL EXPLANATION AT SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H CURRY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OFFICER OF CVHP, INC. AND BOARD MEMBER OF OPTIMA | RelationshipDescriptionTxt |
| Transaction | $18,692 | TransactionAmt |
| Transaction | CITRUS VALLEY HEALTH PARTNERS, INC. PURCHASES INSURANCE FROM OPTIMA. OPTIMA IS A FULL-SERVICE BROKERAGE COMPANY WHICH IS A WHOLLY OWNED SUBSIDIARY OF THE CALIFORNIA HEALTHCARE INSURANCE COMPANY, INC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | STAFF ACCOUNTANTS, ACCOUNTING MANAGER AND VICE PRESIDENT OF CORPORATE FINANCE REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS UPON RECEIVING IT FROM THE CPA TAX PREPARER. FORM 990 IS FORWARDED TO RAJESH SHARMA, EVP/CFO, FOR THE FINAL REVIEW. TAX PREPARER PRESENTS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE FOR APPROVAL. THE BOARD DELEGATED REVIEW AND APPROVAL TO THE AUDIT AND COMPLIANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, KEY EMPLOYEES, AND MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DETERMINATIONS OF CONFLICT AND REVIEW OF CONFLICT ARE PERFORMED AT THE VARIOUS LEVELS OF THE ORGANIZATION. APPROPRIATE ACTION DEPENDING ON THE CONFLICT IS TAKEN BY MANAGEMENT, KEY EMPLOYEES AND THE BOARD. DISCLOSURE FORMS ARE REQUIRED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS, KEY EMPLOYEES AND MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE PAY AT CITRUS VALLEY HEALTH PARTNERS FOLLOWS MARKET-BASED PAY PRACTICES FOR HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND TYPE IN THE SOUTHERN CALIFORNIA AREA. SALARY RANGES FOR EXECUTIVES WORKING AT CVHP FACILITIES FALL WITHIN THE MIDDLE OF THE MARKET, JUST AS THEY DO FOR ALL EMPLOYEES OF OUR ORGANIZATION. EVERY POSITION IN THE ORGANIZATION HAS A SALARY RANGE ATTACHED TO IT THAT REPRESENTS WHAT OTHERS DOING A SIMILAR JOB IN OTHER ORGANIZATIONS ARE LIKELY TO BE PAID. THE LONG-STANDING PAY PHILOSOPHY FOR CVHP HAS BEEN TO POSITION OUR SALARY RANGES IN THE MIDDLE OF OUR LOCAL LABOR MARKET; WE DON'T WANT TO LAG THE LOCAL MARKET, NOR DO WE WANT TO LEAD THE MARKET, SINCE THAT IS NOT A STRATEGY WE CAN AFFORD TO SUSTAIN OVER TIME. WE RELY ON MARKET STUDIES TO DETERMINE WHERE OUR PAY PRACTICES ARE RELATIVE TO OTHER HOSPITALS IN SOUTHERN CALIFORNIA. FOR EXECUTIVE PAY, WE USE THE NATIONALLY-RECOGNIZED AND RESPECTED FIRM, HEWITT ASSOCIATES LLC, AN AON HEWITT COMPANY (AON), TO ANALYZE OUR EXECUTIVE PAY PROGRAM AND DETERMINE WHERE IT FALLS IN OUR MARKET. THIS STUDY IS PERFORMED EVERY OTHER YEAR. THE MOST RECENT EXECUTIVE COMPENSATION DATA IS DATED APRIL 2016. AS PART OF THEIR EXECUTIVE COMPENSATION REVIEW, AON ALSO ISSUES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE PAY PROGRAM FOR A NOT-FOR-PROFIT ORGANIZATION LIKE OURS THAT IS SUBJECT TO THE REQUIREMENTS OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND UNITED STATES TREASURY DEPARTMENT REGULATIONS. IN THEIR APRIL 20, 2016, OPINION LETTER, AON WROTE, "THIS LETTER IS TO INDICATE THAT WE HAVE REVIEWED THE CURRENT COMPENSATION LEVELS, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAM AT THE CITRUS VALLEY HEALTH PARTNERS. THE FOLLOWING REVIEW IS BASED UPON OUR COMPREHENSIVE REPORT ENTITLED: ALIGNING EXECUTIVE COMPENSATION AND STRATEGY. THIS REPORT WAS PRESENTED TO THE COMPENSATION COMMITTEE ON APRIL 20TH AND DISCUSSED IN DETAIL. BASED UPON THIS REVIEW, WE FIND THEM IN SUBSTANTIAL COMPLIANCE WITH ALL CURRENT RULES, REGULATIONS, AND GUIDELINES GOVERNING EXECUTIVE COMPENSATION IN NOT-FOR-PROFIT (501.C) CORPORATIONS. FURTHER, THE LEVELS OF COMPENSATION AWARDED TO THE VARIOUS EXECUTIVES, BOTH IN TERMS OF OPPORTUNITY AND ACTUAL AMOUNTS, ARE CONSISTENT AND REASONABLE WITH PREVAILING MARKET TRENDS AND PRACTICES. LASTLY, THE GOVERNING PRACTICES OF THE COMPENSATION COMMITTEE ARE CONSISTENT WITH SARBANES-OXLEY GUIDELINES AND SECTION 4958 (INTERMEDIATE SANCTIONS) GUIDELINES FOR INDEPENDENCE." THE EXECUTIVE POSITIONS THAT ARE INCLUDED IN THE BIENNIAL EXECUTIVE COMPENSATION REVIEW INCLUDE THE PRESIDENT/CEO, CHIEF MEDICAL OFFICER/CHIEF INFORMATION OFFICER, CHIEF FINANCIAL OFFICER, CHIEF NURSING OFFICER, CHIEF HUMAN RESOURCES OFFICER, CHIEF CLINICAL SERVICES OFFICER, CHIEF STRATEGY OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF TRANSFORMATION OFFICER, CHIEF COMMUNICATIONS & ADVOCACY OFFICER, AND CEO (CITRUS VALLEY HEALTH FOUNDATION). CITRUS VALLEY HEALTH PARTNERS' (CVHP) EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST CVHP IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE REQUIRED TO ENABLE CVHP TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES CVHP SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND CVHP'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE AND REVENUE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | RECRUITING: PROGRAM SERVICE EXPENSES 170,866. MANAGEMENT AND GENERAL EXPENSES 18,985. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 189,851. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 311,374. MANAGEMENT AND GENERAL EXPENSES 7,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,324. |
| FORM 990, PART IX, LINE 24E | EQUIPMENT RENTALS/LEASES: PROGRAM SERVICE EXPENSES 529,855. MANAGEMENT AND GENERAL EXPENSES 1,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 531,677. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 506,410. MANAGEMENT AND GENERAL EXPENSES 18,601. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 525,011. TELEPHONE: PROGRAM SERVICE EXPENSES 471,184. MANAGEMENT AND GENERAL EXPENSES 46,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 518,139. POSTAGE: PROGRAM SERVICE EXPENSES 307,610. MANAGEMENT AND GENERAL EXPENSES 8,331. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,941. LICENSES AND TAXES: PROGRAM SERVICE EXPENSES 257,055. MANAGEMENT AND GENERAL EXPENSES 6,474. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,529. UTILITIES: PROGRAM SERVICE EXPENSES 83,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,735. BANK CHARGES: PROGRAM SERVICE EXPENSES 4,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,552. |
| FORM 990, PART XI, LINE 9: | PASSTHROUGH INCOME FROM GLENDORA SURGICAL CENTER -254,781. PASSTHROUGH INCOME (LOSS) FROM PTP'S 42,336. PASSTHROUGH INCOME FROM PTP'S (GAIN/LOSS, ROYALTIES, DIV, INTEREST, -4,714. |
| FORM 990, PART XII, LINES 2B: | AUDITED FINANCIAL STATEMENTS THE FINANCIAL STATEMENTS OF CITRUS VALLEY HEALTH PARTNERS, INC. AND ITS AFFILIATES, CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL, CITRUS VALLEY HEALTH FOUNDATION, INC., GLENDORA SURGERY CENTER, AND COVINA VALLEY MANAGEMENT, INC., WERE AUDITED ON A CONSOLIDATED BASIS. |
| FORM 990, PART XII, LINE 2C: | AUDIT AND COMPLIANCE COMMITTEE THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT AND COMPLIANCE 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 2016. |
| FORM 990, PART VII, SECTION A, LINE 1A AND SCHEDULE J: | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS THE OFFICERS REPORTED ON PART VII OF FORM 990 AND SCHEDULE J RECEIVE THEIR ENTIRE COMPENSATION FROM CITRUS VALLEY HEALTH PARTNERS (CVHP). THE IRS INSTRUCTIONS TO FORM 990 REQUIRE THAT ALL COMPENSATION PAID BY A RELATED ORGANIZATION MUST BE DISCLOSED IN THE 990 RETURN FOR EACH AFFILIATED ENTITY. THEREFORE, THE OFFICER COMPENSATION REPORTED IN THE 990 RETURNS FOR CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, INC., FOOTHILL PRESBYTERIAN HOSPITAL AND CITRUS VALLEY HEALTH FOUNDATION, INC., ALL ORGANIZATIONS RELATED TO CVHP, CONSTITUTE THE COMPENSATION PAID BY CVHP AND DOES NOT REPRESENT ADDITIONAL COMPENSATION TO SUCH OFFICERS. |
| FORM 990, PART VII, SECTION A: | REPORTABLE HOURS FOR RELATED ORGANIZATIONS THE OFFICERS SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY HEALTH PARTNERS (CVHP), CITRUS VALLEY MEDICAL CENTER, INC. (CVMC), CITRUS VALLEY HOSPICE (CVH), INC., FOOTHILL PRESBYTERIAN HOSPITAL (FPH) AND CITRUS VALLEY HEALTH FOUNDATION, INC. (CVHF), ALL AFFILIATES OF THE TAXPAYER. THE NUMBER OF HOURS DEVOTED BY THE CORPORATE OFFICERS TO THE AFFILIATES ARE AS FOLLOWS: ROBERT CURRY DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. RAJESH SHARMA DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. |
| FORM 990, PART V, LINE 7H: | FILING OF FORM 1098C THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF AUTOMOBILES, BOATS, AIRPLANES OR OTHER VEHICLES. CONSEQUENTLY THERE WERE NO FORMS 1098C FILED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRUS VALLEY RX LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1Txt |
| City | COVINA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811738481 | EIN |
| Primary Activities | PHARMACY SERVICES - INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 100 DIRECT CONTROLLING ENTITY BY CVHP | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CITRUS VALLEY MEDICAL CENTER INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 917225108 | 956006469 | ACUTE CARE HOSPITAL | CA | 501 (C)(3) | LINE 3 | N/A | 0 |
| CITRUS VALLEY HEALTH FOUNDATION INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 917225108 | 952534063 | EXEMPT ORGANIZATION PUBLIC SUPPORT | CA | 501 (C)(3) | LINE 7 | N/A | 0 |
| CITRUS VALLEY HOSPICE INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 917225108 | 953493611 | HOME HEALTH & HOSPICE CARE | CA | 501 (C)(3) | LINE 10 | N/A | 0 |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 917225108 | 952413054 | ACUTE CARE HOSPITAL | CA | 501 (C)(3) | LINE 3 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENDORA SURGERY CENTER | |||||||||||
| 315 E ROUTE 66 101 | GLENDORA | CA | 91740 | 510492499 | OUTPATIENT SURGERY CENTER | CA | CITRUS VALLEY HEALTH PARTNERS INC | S | $254,781 | 0.51000 | Yes (1) |
| COVINA VALLEY MANAGEMENT INC | |||||||||||
| 210 W SAN BERNARDINO ROAD | COVINA | CA | 91723 | 812647150 | MANAGEMENT SERVICES | CA | C | 1.00000 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CITRUS VALLEY MEDICAL CENTER | ||
| J | $90,000 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE | ||
| J | $63,000 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE | ||
| L | $495,578 | FAIR MARKET VALUE |
| FOOTHILL PREBYTERIAN HOSPITAL | ||
| L | $10,573,180 | FAIR MARKET VALUE |
| CITRUS VALLEY MEDICAL CENTER | ||
| L | $47,003,063 | FAIR MARKET VALUE |
| CITRUS VALLEY MEDICAL CENTER | ||
| O | $140,284,406 | FAIR MARKET VALUE |
| CITRUS VALLEY HEALTH FOUNDATION | ||
| O | $278,991 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE | ||
| O | $4,469,643 | FAIR MARKET VALUE |
| COVINA VALLEY MANAGEMENT INC | ||
| L | $519,731 | FAIR MARKET VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDULE R, PART V, NUMBER 2, CODE O: | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE SALARIES ARE PROCESSED THROUGH CITRUS VALLEY HEALTH PARTNERS. THE SALARIES REPORTED ON FORM 990 ARE PROCESSED THROUGH CITRUS VALLEY HEALTH PARTNERS. CITRUS VALLEY HEALTH PARTNERS ACTS AS A COMMON PAYMASTER FOR AFFILIATED ENTITIES, CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HEALTH FOUNDATION AND CITRUS VALLEY HOSPICE. CITRUS VALLEY HEALTH PARTNERS FILED ONE FORM W-3 WHICH SHOWS A COMBINED NUMBER OF 3,243 EMPLOYEES. THE NUMBER OF EMPLOYEES FOR EACH ENTITY IS REPORTED SEPARATELY ON ITS OWN FORM 990 PART I LINE 5. CITRUS VALLEY MEDICAL CENTER'S FORM 990 REPORTED A TOTAL OF 2,787 EMPLOYEES, CITRUS VALLEY HOSPICE'S FORM 990 REPORTED 93 EMPLOYEES, CITRUS VALLEY HEALTH FOUNDATION'S FORM 990 REPORTED 7 EMPLOYEES AND CITRUS VALLEY HEALTH PARTNER'S FORM 990 REPORTED 356 EMPLOYEES. THE FILING ORGANIZATION FILES ITS OWN FORM W-3, HOWEVER AMOUNTS REPORTED ON SCHEDULE R, PART V, NUMBER 2, CODE O REPRESENT SHARED EMPLOYEE EXPENSES THAT OCCUR BETWEEN THE AFFILIATES. | ExplanationTxt |