2015-02-12T15:47:13-06:00 2014-06-30 330158349 LINK MURREL & COMPANY LLP 18831 BARDEEN AVENUE STE 200 IRVINE CA 926121520 990 2013-07-01 953222316 SHARE OUR SELVES CORPORATION SHAR 9492702100 1550 SUPERIOR AVENUE COSTA MESA CA 92627 KAREN MCGLINN CHIEF EXECUTIVE OFFICER 9492702100 2015-02-09 1 MICHELLE A MCDUFFIE P00334122 9492611120 2015-02-09 2013 2016-03-07 17:11:31Z KAREN MCGLINN 1550 SUPERIOR AVENUE COSTA MESA CA 92627 8511958 0 X WWW.SHAREOURSELVES.ORG X 1970 CA WE ARE SERVANTS WHO PROVIDE CARE AND ASSISTANCE TO THOSE IN NEED AND ACT AS ADVOCATES FOR CHANGE. 9 9 72 1200 0 0 6356647 6501463 1286652 1946466 18554 12974 12961 12215 7674814 8473118 0 0 0 0 3943509 4866411 0 0 357596 3388140 2999338 7331649 7865749 343165 607369 4934452 5870022 702165 1011515 4232287 4858507 X SOS PROVIDES VULNERABLE AND LOW-INCOME FAMILIES AND INDIVIDUALS WITH DIRECT ACCESS TO HEALTH, FOOD AND SAFETY NET SERVICES THEY NEED TO IMPROVE THEIR LIVES. SOS IS THE LARGEST COMMUNITY HEALTH CENTER IN ORANGE COUNTY TO COMBINE WRAP-AROUND SOCIAL SERVICES WITH HEALTHCARE. 0 0 1265099 SOCIAL SERVICES: PROVIDES BOTH CLINICAL AND SOCIAL CASE MANAGEMENT, EMERGENCY FINANCIAL AID, FOOD, LEGAL AID, HOMELESS OUTREACH PROGRAMS, RESOURCE AND LINKAGE TO BENEFIT ENROLLMENT, AND SEASONAL SUPPORT PROGRAMS. PROGRAMS SERVE ALL OF ORANGE COUNTY WITH 75% IN SANTA ANA AND COSTA MESA. RESIDENTS SEEKING SERVICES INCLUDE THE CHRONICALLY DISADVANTAGED AND THOSE ACCESSING SUPPORTIVE SERVICES FOR THE FIRST TIME, CASUALTIES OF THE DEVASTATING RECESSION. SOS'S TARGET POPULATION IS ETHNICALLY DIVERSE AND LIVES AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL; THE HOMELESS, SENIORS ON FIXED INCOMES, THE DISABLED, AND THOSE WITH MENTAL ILLNESS ARE A SIGNIFICANT PORTION OF THE POPULATION SERVED. SOCIAL SERVICES ANNUALLY SERVES OVER 100,000 ORANGE COUNTY RESIDENTS. 5126068 1946466 CLINICS: ANNUALLY SOS PROVIDES CARE TO APPROXIMATELY 5,500 UNDUPLICATED PATIENTS ACCOUNTING FOR OVER 28,000 PATIENT VISITS. SOS PROVIDES COMPREHENSIVE HEALTHCARE INCLUDING A FULL PROGRAM OF PRIMARY, SPECIALTY, SUB-SPECIALTY, DENTAL, INTEGRATED BEHAVIORAL HEALTH AND COMPLEMENTS ITS OUTPATIENT CARE WITH HOSPITALIST INPATIENT FOLLOW-UPS, TREATMENT ADHERENCE EDUCATION, CLINICAL CASE MANAGEMENT, DISEASE MANAGEMENT, COUNSELING, EDUCATION AND TESTING. SOS OFFERS ONSITE LAB, NUTRITION AND DISPENSARY SERVICES. COMPREHENSIVE QUALITY HEALTHCARE IS PROVIDED AT THREE CLINICAL SITES LOCATED IN COSTA MESA, SANTA ANA, AND LAKE FOREST. SOS IS DESIGNATED AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC). FQHCS ARE COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE COMPREHENSIVE PRIMARY CARE AND PREVENTIVE CARE, INCLUDING HEALTH, ORAL, AND MENTAL HEALTH SERVICES TO PERSONS OF ALL AGES, REGARDLESS OF THEIR ABILITY TO PAY OR HEALTH INSURANCE STATUS, IN A MEDICALLY UNDERSERVED AREA (MUA). 6391167 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 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 1 150 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X SERGEY SERGEYEV 9492702100 1550 SUPERIOR AVE COSTA MESA CA 92627 KATHY LEWIS MEMBER 2.00 X 0 0 0 DR GWYN P PARRY CHAIRMAN 2.00 X X 0 0 0 SARA FLORES MEMBER 2.00 X 0 0 0 LAWRENCE N KUGELMAN MEMBER 2.00 X 0 0 0 GABRIELA ROBLES MEMBER 2.00 X 0 0 0 MIKE STEPHENS TREASURER 2.00 X X 0 0 0 SUSAN BAERG-EPSTEIN SECRETARY 2.00 X X 0 0 0 JENNIFER NICOLALDE MEMBER 2.00 X 0 0 0 WILL KLATTE III VICE-CHAIR 2.00 X X 0 0 0 KAREN MCGLINN CHIEF EXECUTIVE OFFICER 40.00 X 219868 0 16023 DIANE BEYAOJU ASSISTANT DENTAL DIRECTOR 40.00 X 138985 0 15061 JEREMY ELKINS CHIEF OPERATIONS OFFICER 40.00 X 130261 0 11820 JILA NIKKHAH DENTAL DIRECTOR 40.00 X 157566 0 6701 JOSE MAYORGA CHIEF MEDICAL OFFICER 40.00 X 260881 0 12118 DUC VU DENTIST 40.00 X 133830 0 8868 1041391 0 70591 9 0 1 0 0 225333 1892473 4383657 201121 6501463 FEES FOR SERVICES 621400 1946466 1946466 1946466 12974 12974 38840 225333 38840 0 OTHER INCOME, NET 900099 12215 12215 12215 8473118 1958681 0 12974 X 1235741 1164974 70767 3351521 2659647 438695 253179 279149 233529 30885 14735 949466 473273 461306 14887 160480 67685 43840 48955 135895 86657 49238 264396 252790 9765 1841 210808 210808 53294 53294 EMERGENCY AID 452978 452978 NONCASH CONTRIBUTIONS 201121 201121 PHARMACEUTICAL & SUPPLI 181052 181052 HOSTING FEES 112018 112018 277830 241341 12490 23999 7865749 6391167 1116986 357596 468836 29157 360129 457018 550808 1597078 39651 17470 42310 39625 4388133 1704763 2492601 2683370 908956 958676 71161 87628 4934452 5870022 697165 773277 5000 5000 0 233238 702165 1011515 X 3667965 3950403 142612 468894 421710 439210 4232287 4858507 4934452 5870022 X 607369 8058 10793 X X 0 1 X 1 1 1 X 2768026 4257374 3973482 6361965 6501463 23862310 2768026 4257374 3973482 6361965 6501463 23862310 8979351 14882959 16322 17682 14497 18554 12974 80029 90671 175515 606867 1294295 1958681 4126029 28068368 0.53020 0.59670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 459106 17500 12068 488674 419833 35700 3573 459106 430729 13700 -24596 419833 377939 6373 51936 5519 430729 354881 27453 -4395 377939 0 0 900000 900000 836884 661502 175382 1872364 526308 1346056 705861 467047 238814 73024 49906 23118 2683370 GOVERNMENT BONDS MUTUAL FUNDS 421032 F CORPORATE BONDS MUTUAL FUNDS 402322 F INTERNATIONAL BONDS MUTUAL FUNDS 45841 F SMALL CAP EQUITY MUTUAL FUNDS 1810 F HIGH-YIELD BONDS 18737 F LONG-TERM BONDS 11429 F INTERMEDIATE-TERM BONDS 11227 F BANK LOAN FUND 4617 F MONEY MARKET 41661 F 958676 DEFFERRED LEASE INCENTIVE, NET 233238 233238 X 9168134 8058 686957 695015 8473119 0 8473119 8541914 676165 676165 7865749 0 7865749 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, SOS MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED JUNE 30, 2014. SOS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2011 TO JUNE 30, 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE FILINGS WITH THE STATE OF CALIFORNIA ARE SUBJECT TO EXAMINATION FOR THE YEARS ENDED JUNE 30, 2010 TO JUNE 30, 2013. SCHEDULE D, PART V, LINE 4: ENDOWMENT GIFTS TO SHARE OUR SELVES, INC. ("SOS") ARE DEFINED AS THOSE WHICH ARE INTENDED BY DONORS FOR PERMANENT INVESTMENT PURPOSES, WITH THE UNDERSTANDING THAT THE ENDOWMENT'S ANNUAL GROWTH AND INCOME FROM INVESTMENT WILL BE AVAILABLE TO SOS FOR APPLICATION PER THE WISHES OF AN ENDOWMENT DONOR, OR AT THE DISCRETION OF THE BOARD OF DIRECTORS IN THE CASE OF UNRESTRICTED ENDOWMENT GIFTS. THE ENDOWMENTS ARE USED TO COVER COSTS FOR THE SOCIAL SERVICES PROGRAM, THE MEDICAL AND DENTAL CLINIC PROGRAMS, AND FOR CAPITAL IMPROVEMENTS IN AMOUNTS PROPORTIONATE TO THE VALUE OF THE RESTRICTED ENDOWMENT FUNDS AND UNRESTRICTED ENDOWMENT FUNDS. THE BOARD OF DIRECTORS ANNUALLY UTILIZE THE LESSER OF THE INCOME EARNED OR 5% OF THE CORPUS AT THEIR DISCRETION. CELEBRITY CHEF EVENT 196753 173971 22782 34627 WILD AND CRAZY TACO NIGHT 67420 51362 16058 4213 264173 225333 38840 38840 38840 0 ELIZABETH EVANS 1550 SUPERIOR AVENUE COSTA MESA CA 92627 X X 0 0 0 0 0 0 0 0 0 KAREN MCGLINN CHIEF EXECUTIVE OFFICER 219868 0 0 0 0 0 0 0 16023 0 235891 0 0 0 DIANE BEYAOJU ASSISTANT DENTAL DIRECTOR 138985 0 0 0 0 0 0 0 15061 0 154046 0 0 0 JILA NIKKHAH DENTAL DIRECTOR 157566 0 0 0 0 0 0 0 6701 0 164267 0 0 0 JOSE MAYORGA CHIEF MEDICAL OFFICER 260881 0 0 0 0 0 0 0 12118 0 272999 0 0 0 X 11325 COST X SCHOOL SUPPLI 0 96895 COST X OFFICE SUPPLI 0 92901 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS EMAILED TO THE BOARD TREASURER AND AUDIT CHAIR WITH A TIMELINE FOR RESPONSES BEFORE THE RETURN IS FINALIZED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY AND RETURNED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A KEY EMPLOYEE: BOARD MEMBERS GATHER DATA ON THE COMPENSATION FOR NON-PROFIT ORGANIZATIONS IN ORANGE COUNTY AND SOUTHERN CALIFORNIA. THE DATA IS UTILIZED IN CONJUNCTION WITH THE BOARD MEMBERS' EVALUATION TO PRODUCE A COMPENSATION RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT PROFESSIONALS: PROGRAM SERVICE EXPENSES 473,273. MANAGEMENT AND GENERAL EXPENSES 461,306. FUNDRAISING EXPENSES 14,887. TOTAL EXPENSES 949,466. FORM 990, PART XI, LINE 9: DONATED FIXED ASSET 2,107. DONATED PHARMACEUTICALS INVENTORY 8,686. FORM 990, PART XI, LINE 2C: THE PROCESS FOR THE OVERSIGHT OF THE AUDIT REVIEW, OR COMPILATION OF SHARE OUR SELVES CORPORATION'S FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR.