2015-02-13T15:54:48-06:00 2014-06-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2013-07-01 952637633 LAGUNA BEACH COMMUNITY CLINIC LAGU 9494940761 362 THIRD STREET LAGUNA BEACH CA 92651 THOMAS C BENT MD MEDICAL DIRECTOR 9494940761 2015-02-12 1 EDWARD E BENOE P00032866 9498332815 2013 2016-02-25 16:41:14Z THOMAS C BENT MD 362 THIRD STREET LAGUNA BEACH CA 92651 2512927 0 X LBCLINIC.ORG X 1970 CA TO PROVIDE PRIMARY MEDICAL AND OTHER SERVICE PROGRAMS TO INDIVIDUALS AND FAMILIES. 14 14 44 6 1314 0 1088475 1273677 1224407 1205656 205 2563 14563 9444 2327650 2491340 0 0 0 0 1767441 1755219 0 0 91798 576352 712916 2343793 2468135 -16143 23205 1647821 1839923 179268 346352 1468553 1493571 X SEE SCHEDULE O FOR MISSION STATEMENT. 0 0 2207624 1205656 COMPREHENSIVE CARE PROGRAM AT LAGUNA BEACH COMMUNITY CLINICA POPULATION IN NEEDAS A HEALTH SERVICES ORGANIZATION WITH A TARGET POPULATION OF ECONOMICALLY DISADVANTAGED, LOW-INCOME, AND UNDERSERVED INDIVIDUALS AND FAMILIES, LBCC IS A SAFETY NET ORGANIZATION. EIGHTY-EIGHT PERCENT OF LBCC PATIENTS ARE LIVING BELOW 200% FEDERAL POVERTY LEVEL; APPROXIMATELY 60% LIVE IN SEVERE POVERTY (2013 OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT UTILIZATION REPORT). THIRTY-SIX 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: THE CALIFORNIA HEALTH REPORT ESTIMATES 80,000-100,000 NEW PATIENTS WILL BE ELIGIBLE FOR MEDI-CAL GOVERNMENT INSURANCE UNDER THE AFFORDABLE CARE ACT (ACA). THEY WILL FACE A CHALLENGE TO FIND A PROVIDER THAT ACCEPTS MEDI-CAL INSURANCE. -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: COMMUNITY SAFETY NETLBCC IS ONE OF ONLY TWO IN SOUTH ORANGE COUNTY, AND IS THE ONLY CLINIC IN SOUTH ORANGE COUNTY 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. MANY OF THE 43% OF HISPANIC PATIENTS SPEAK ONLY SPANISH. WE HAVE SEVERAL PROVIDERS WHO ARE BI-LINGUAL AND SPEAK SPANISH FLUENTLY. OUR APPOINTMENT WAIT TIMES AVERAGE 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.PROGRAM OBJECTIVES, ACTIVITIES, AND OUTCOMESTHE GOAL OF LBCC'S COMPREHENSIVE CARE PROGRAM IS TO PROVIDE QUALITY MEDICAL CARE AT A LOW-COST IN ORDER TO IMPROVE ACCESS FOR THE MOST VULNERABLE. LBCC HAS IDENTIFIED THE FOLLOWING OBJECTIVES FOR THE ESTIMATED 4,500 PATIENTS WE WILL SERVE THROUGH THIS PROGRAM DURING 2015: HIGH ACCESSIBILITY AT LBCC ENABLES, ENCOURAGES, AND EMPOWERS PATIENTS TO ACTIVELY CHOOSE LBCC FOR THEIR COMPREHENSIVE HEALTHCARE NEEDS. IMPROVED PATIENT RETENTION WILL CONTRIBUTE TO IMPROVED REGULARITY OF PREVENTIVE CARE AND HELP PREVENT COSTLY MISUSE OF EMERGENCY ROOMS. OUR COMPREHENSIVE CARE PROGRAM SPANS THE RANGE OF SERVICES TO INCLUDE 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. 2207624 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 11 0 1 44 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 CA X THOMAS C BENT 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 CFO 2.00 X X 0 0 0 ORSON DEE MD CHAIR 2.00 X X 0 0 0 GEORGE HEED CHAIR 2.00 X X 0 0 0 ELAINE LAWSON DIRECTOR 1.00 X 0 0 0 ROYA COLE PRESIDENT 3.00 X X 0 0 0 BARBARA HAMKALO DIRECTOR 1.00 X 0 0 0 CHRIS LOIDOLT DIRECTOR 1.00 X 0 0 0 SUSAN NEELY SECRETARY 1.00 X 0 0 0 ANNE E JOHNSON DIRECTOR 1.00 X 0 0 0 MARION JACOBS DIRECTOR 1.00 X 0 0 0 BRIAN SADLER 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 THOMAS C BENT MD MEDICAL DIRECTOR 60.00 X 184465 0 15923 ADRIANNA NIETO-SAYEGH RN CLINICAL DIRECTOR 60.00 X 114660 0 20132 CHAU NGO MD MEDICAL DOCTOR 32.00 X 119832 0 20621 JORGE RUBAL MD PHYSICIAN 60.00 X 177118 0 8698 596075 0 65374 3 0 1 0 0 45879 36868 1190930 183580 1273677 PATIENT FEES 621400 1205656 1205656 1205656 2659 2659 30720 0 30720 30720 1314 29406 96 -96 -96 -96 0 45879 21491 -21491 -21491 OTHER REVENUE 900099 215 215 215 2491340 1205656 1314 10693 X 168434 159981 8453 1310044 1244301 65743 24596 23597 999 148742 142701 6041 103403 99203 4200 80150 47866 32284 155823 109988 21062 24773 28511 25782 2729 44049 41125 2924 EXPENSES ALLOCATED TO U 1153 1153 MEDICAL SUPPLIES 120705 119425 1280 OUTSIDE SERVICES 96980 17889 12066 67025 LAB FEES 74312 74312 111233 100301 10932 2468135 2207624 168713 91798 636292 487671 145772 314698 393434 26331 26842 1276388 617294 670500 659094 0 127110 1647821 1839923 179268 150050 0 196302 179268 346352 X 1448553 1316461 20000 177110 1468553 1493571 1647821 1839923 23205 1813 0 X X 0 1 X 1 0 X 776537 945813 828505 1085348 1273677 4909880 776537 945813 828505 1085348 1273677 4909880 336450 4573430 31602 34894 31112 25742 33379 156729 52660 18652 38292 9055 215 118874 5185483 6755732 0.88200 0.81270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 X 125000 2110 127110 1.00000 0 0 345000 345000 581039 317312 263727 350349 299982 50367 659094 ENDOWMENT FUND 127110 127110 LOAN PAYABLE 196302 196302 2539927 1813 47380 49193 2490734 606 606 2491340 2514909 47380 47380 2467529 606 606 2468135 PART IV, LINE 2B: AN INITIAL $125,000 CHECK WAS USED TO PURCHASE FIXED INCOME MUTUAL FUNDS AND UNIT INVESTMENT TRUSTS MANAGED BY MORGAN STANLEY. PART V, LINE 4: TO EARN EXPENDABLE REVENUE WHILE MAINTAINING AND ADDING TO THE PRINCIPAL. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOAN SERVICE FEE EXPENSE 457. INVESTMENT FEE EXPENSE 150. ROUNDING DIFFERENCE -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOAN SERVICE FEE EXPENSE 457. INVESTMENT FEE EXPENSE 150. ROUNDING DIFFERENCE -1. CINCO DE MAYO 45879 45879 3000 11019 7472 45879 45879 3000 11019 7472 21491 -21491 X X X 0 0 0 0 0 0 0 0 0 THOMAS C BENT MD MEDICAL DIRECTOR 184465 0 0 0 0 0 0 0 15923 0 200388 0 0 0 JORGE RUBAL MD PHYSICIAN 177118 0 0 0 0 0 0 0 8698 0 185816 0 0 0 X 96089 X ASSISTANCE LE 0 78000 X OFFICE FURNIT 0 6209 X CINCO DE MAY 0 3282 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 11 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. THE COMPENSATION PROCESS WAS USED FOR THE COO IN 2011, CLINIC DIRECTOR IN 2013, AND THE STAFF PHYSICIANS IN 2013. 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 UTILITIES AND TELEPHONE: PROGRAM SERVICE EXPENSES 53,844. MANAGEMENT AND GENERAL EXPENSES 3,474. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,318. FACILITIES AND MAINTENANCE: PROGRAM SERVICE EXPENSES 38,867. MANAGEMENT AND GENERAL EXPENSES 7,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,075. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 8,723. MANAGEMENT AND GENERAL EXPENSES 250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,973. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 20. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20. REALLOCATION OF EXPENSES ALLOCATED TO UNRELATED BUSINESS INCOME: PROGRAM SERVICE EXPENSES -1,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1,153. 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 2013.