LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC (EIN 94-3096772)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-15
- IRS object ID
- 201410159349301451
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-01-15T13:57:49-08:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL L PIELS CPAs LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 TOWN CENTRE DR | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 975046100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943096772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA CLINICA DEL VALLE | BusinessNameLine1 |
| Business Name Line2 | FAMILY HEALTH CARE CENTER INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LACL | NameControl |
| Phone | 5415356239 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3617 SOUTH PACIFIC HIGHWAY | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELICA RUPPE | Name |
| Title | CFO | Title |
| Date Signed | 2014-01-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEWART C PARMELE CPA | Name |
| PTIN | P00233959 | PTIN |
| Phone | 5417798261 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANGELICA RUPPE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3617 S PACIFIC HWY | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17379256 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LCDV.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE QUALITY MEDICAL, DENTAL, AND SOCIAL SERVICES TO THE DIVERSE POPULATIONS WITHIN OUR COMMUNITIES, ESPECIALLY THOSE WHO FACE BARRIERS TO HEALTHCARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 299 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 9124455 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5714260 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10385634 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11492452 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4357 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16771 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 149653 | OtherRevenuePriorYear |
| Other Revenue Current Year | 155359 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19655385 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17378842 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11796411 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13785037 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 79292 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3656143 | OtherExpensePriorYear |
| Other Expenses Current Year | 3829572 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15452554 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17614609 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4202831 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -235767 | RevenuesLessExpensesCY |
| Total Assets BOY | 17678626 | TotalAssetsBOY |
| Total Assets EOY | 16829935 | TotalAssetsEOY |
| Total Liabilities BOY | 2387616 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1734102 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15291010 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15095833 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE QUALITY MEDICAL, DENTAL, AND SOCIAL SERVICES TO THE DIVERSE POPULATIONS WITHIN OUR COMMUNITIES, ESPECIALLY THOSE WHO FACE BARRIERS TO HEALTHCARE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 16580747 | Expense |
| Revenue | 17378842 | Revenue |
| Description | HEALTH ENHANCEMENT FOR SEASONAL, MIGRATORY AGRICULTURAL WORKERS AND LOW INCOME PATIENTS. | Description |
| Total Program Service Expense | 16580747 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 299 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANGELICA RUPPE | NamePerson |
| Telephone Number | 5415356239 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3617 S PACIFIC HWY | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CHRISTIE VAN AKEN | ||||||||
| Vice President | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| EARL SHOWERMAN MD | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| BENNY SUAREZ | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARY SINCLAIR | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| JAMES ADAMS | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| JERRY TAYLOR | ||||||||
| President | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| KEITH CASEBOLT | ||||||||
| Treasurer | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| LISA GREIF | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| PAUL NICHOLSON | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| JUNE McREYNOLDS | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL TOWERY | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARCIA LaFOND | ||||||||
| Secretary | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| PHILIP MICHAEL MD | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| JOLIE JOHNSON | ||||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| IDA SAITO | ||||||||
| COO | 40.00 | 0.00 | 100992 | 0 | 5050 | X | ||
| ANGELICA RUPPE | ||||||||
| CFO | 40.00 | 0.00 | 94091 | 0 | 6731 | X | ||
| BRENDA JOHNSON RN MBA | ||||||||
| CEO | 40.00 | 0.00 | 159116 | 0 | 9472 | X | ||
| WILLIAM H PALM | ||||||||
| MEDICAL DOCTOR | 40.00 | 0.00 | 202698 | 0 | 11316 | X | ||
| RICHARD L JULYAN | ||||||||
| MEDICAL DOCTOR | 40.00 | 0.00 | 198527 | 0 | 6063 | X | ||
| KENNETH J RHEE | ||||||||
| MEDICAL DOCTOR | 40.00 | 0.00 | 172123 | 0 | 5164 | X | ||
| MARK PHELPS | ||||||||
| MEDICAL DOCTOR | 40.00 | 0.00 | 155949 | 0 | 3119 | X | ||
| LUKE BARSALOU | ||||||||
| DENTIST | 40.00 | 0.00 | 151654 | 0 | 2786 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1235150 | TotalReportableCompFromOrg |
| Total Other Compensation | 49701 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| S & B JAMES CONSTRUCTION | |||||
| 8425 AGATE ROAD | WHITE CITY | OR | 97503 | CONSTRUCTION | 694201 |
| OCHIN-OREGON COMMUNITY HEALTH INFO NETWORK | |||||
| 707 SW WASHINGTON ST 1200 | PORTLAND | OR | 97205 | MEDICAL BILLING | 562246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 4479568 | GovernmentGrants |
| All Other Contributions | 1234692 | AllOtherContributions |
| Total Contributions | 5714260 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| PATIENT CENTERED MED HOME | 623000 | 507540 | $507,540 |
| NET PATIENT FEES | 621110 | 10984912 | $10,984,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11492452 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8481 | TotalRevenueColumn |
| Exclusion | $8,481 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 15870 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 15870 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15870 | TotalRevenueColumn |
| Exclusion | $15,870 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6804 | Securities |
| Other | 1900 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 414 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6804 | Securities |
| Other | 1486 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8290 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1486 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,804 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 101298 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101298 | TotalRevenueColumn |
| Exclusion | $101,298 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. INCOME | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 38191 | TotalRevenueColumn |
| Exclusion | $38,191 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 38191 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17378842 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1486 | RelatedOrExemptFunctionIncome |
| Exclusion | $11,663,096 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1235150 | Total |
| Program Services | 884141 | ProgramServices |
| Management And General | 310852 | ManagementAndGeneral |
| Fundraising | 40157 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10137413 | Total |
| Program Services | 10137413 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1451962 | Total |
| Program Services | 1414627 | ProgramServices |
| Management And General | 32065 | ManagementAndGeneral |
| Fundraising | 5270 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 960512 | Total |
| Program Services | 933121 | ProgramServices |
| Management And General | 23767 | ManagementAndGeneral |
| Fundraising | 3624 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359094 | Total |
| Program Services | 284584 | ProgramServices |
| Management And General | 74510 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210276 | Total |
| Program Services | 163901 | ProgramServices |
| Management And General | 41699 | ManagementAndGeneral |
| Fundraising | 4676 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36266 | Total |
| Program Services | 25386 | ProgramServices |
| Management And General | 10880 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756789 | Total |
| Program Services | 616787 | ProgramServices |
| Management And General | 140002 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44325 | Total |
| Program Services | 2738 | ProgramServices |
| Management And General | 41587 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 183617 | 71979 | 96058 | 15580 |
| REPAIRS &MAINTENANCE | 187145 | 145294 | 41811 | 40 |
| CONTRACTUAL | 829919 | 819872 | 10047 | |
| SUPPLIES | 943917 | 926667 | 12438 | 4812 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278224 | Total |
| Program Services | 154237 | ProgramServices |
| Management And General | 118854 | ManagementAndGeneral |
| Fundraising | 5133 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17614609 | Total |
| Program Services | 16580747 | ProgramServices |
| Management And General | 954570 | ManagementAndGeneral |
| Fundraising | 79292 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2757775 | BOY |
| EOY | 1549140 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85080 | BOY |
| EOY | 224599 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1339623 | BOY |
| EOY | 1549325 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39812 | BOY |
| EOY | 28441 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88814 | BOY |
| EOY | 55196 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16423562 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3688218 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12727448 | BOY |
| EOY | 12735344 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640074 | BOY |
| EOY | 687890 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17678626 | BOY |
| EOY | 16829935 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1120131 | BOY |
| EOY | 917464 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272485 | BOY |
| EOY | 5663 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 995000 | BOY |
| EOY | 810975 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2387616 | BOY |
| EOY | 1734102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15287393 | BOY |
| EOY | 15095833 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3617 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15291010 | BOY |
| EOY | 15095833 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17678626 | BOY |
| EOY | 16829935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -235767 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 40590 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5303108 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4317021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4180639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8444725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5175848 | CurrentTaxYear |
| Total | 27421341 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5303108 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4317021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4180639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8444725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5175848 | CurrentTaxYear |
| Total | 27421341 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 27421341 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10829 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8481 | CurrentTaxYear |
| Total | 101212 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 6393 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15525 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15870 | CurrentTaxYear |
| Total | 49532 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27572085 | TotalSupport |
| Public Support Pertcentage170 | 0.99450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99030 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 640074 | BeginningOfYearBalance |
| Contributions | 47816 | Contributions |
| End Of Year Balance | 687890 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 604156 | BeginningOfYearBalance |
| Contributions | 35268 | Contributions |
| Investment Earnings Or Losses | 5837 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5187 | AdministrativeExpenses |
| End Of Year Balance | 640074 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 196165 | BeginningOfYearBalance |
| Contributions | 375415 | Contributions |
| Investment Earnings Or Losses | 34615 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2039 | AdministrativeExpenses |
| End Of Year Balance | 604156 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 148799 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 48895 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1529 | AdministrativeExpenses |
| End Of Year Balance | 196165 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | -58170 | Contributions |
| Other Expenditures | 1578 | OtherExpenditures |
| Administrative Expenses | 148799 | AdministrativeExpenses |
| End Of Year Balance | 148799 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1442898 | OtherCostOrOtherBasis |
| Book Value | 1442898 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11753461 | OtherCostOrOtherBasis |
| Depreciation | 2034540 | Depreciation |
| Book Value | 9718921 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3227203 | OtherCostOrOtherBasis |
| Depreciation | 1653678 | Depreciation |
| Book Value | 1573525 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12735344 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 17487433 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 40590 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 68001 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 108591 | RevenueNotRptdF990 |
| Revenue Subtotal | 17378842 | RevenueSubtotal |
| Total Revenue Per Form990 | 17378842 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17682610 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 68001 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 68001 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17614609 | ExpensesSubtotal |
| Total Expenses Per Form990 | 17614609 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RAISE YOUR HEART FOR HEALTH | NameOfEvent1 |
| Gross Receipts Event1 | 101298 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 101298 | GrossRevenueEvent1 |
| Gross Receipts Total | 101298 | GrossReceiptsTotal |
| Gross Revenue Total Events | 101298 | GrossRevenueTotalEvents |
| Net Income Summary | 101298 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| WILLIAM H PALM | ||||
| MEDICAL DOCTOR | 199048 | 3650 | 11316 | 214014 |
| RICHARD L JULYAN | ||||
| MEDICAL DOCTOR | 198527 | 6063 | 204590 | |
| MARK PHELPS | ||||
| MEDICAL DOCTOR | 155949 | 3119 | 159068 | |
| LUKE BARSALOU | ||||
| DENTIST | 151654 | 2786 | 154440 | |
| KENNETH J RHEE | ||||
| MEDICAL DOCTOR | 172123 | 5164 | 177287 | |
| BRENDA JOHNSON RN MBA | ||||
| CEO | 157862 | 1254 | 9472 | 168588 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 1 - ORG. MISSION | TO ESTABLISH A COMPREHENSIVE FAMILY ORIENTED QUALITY HEALTH CARE CENTER WHICH PROVIDES FOR AGRICULTURAL WORKERS AND OTHER MEDICALLY UNDERSERVED IN JACKSON COUNTY. THE MISSION OF LA CLINICA IS TO PROVIDE QUALITY MEDICAL, DENTAL AND SOCIAL SERVICES TO THE DIVERSE POPULATIONS WITHIN OUR COMMUNITIES, ESPECIALLY THOSE WHO FACE BARRIERS TO HEALTHCARE. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | LA CLINICA DEL VALLE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AS PER THE FOLLOWING POLICY GUIDELINES:THE AUDITED FINANCIAL STATEMENTS WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS, TO REGULATORY AGENCIES AND TO ORGANIZATIONS ENTITLED TO RECEIVE A COPY DUE TO CONTRACTUAL AGREEMENT. THE AUTHORITY TO DISTRIBUTE THE STATEMENTS TO OTHER INDIVIDUALS OR FIRMS REQUESTING THEM WILL BE LEFT TO THE DISCRETION OF THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | EACH YEAR A MARKET REVIEW IS PERFORMED FOR A COMPETITIVE ANALYSIS OF SALARIES IN THE LOCAL AND REGIONAL AREAS FOR ALL POSITIONS IN THE ORGANIZATION. THE HUMAN RESOURCES COORDINATOR COMPILES THE INFORMATION AND IT IS GIVEN TO THE ACCOUNTANT WHO INPUTS THE DATA INTO THE FORECASTED BUDGET FOR THE NEXT FISCAL YEAR. INCREASES IN BASE PAY MAY BE INCLUDED FOR NEW BUDGET PERIODS (BEGINNING IN JUNE) IF THE FOLLOWING IS TRUE:1. FINANCIAL FORECAST FOR THE ORGANIZATION IS HEALTHY;2. IF THE SALARY FOR THE JOB POSITION HAS FALLEN BELOW THE AVERAGE MARKET RANGE AND PAY THRESHOLD FOR THE ORGANIZATION;3. THE BOARD OF DIRECTORS HAS REVIEWED AND APPROVED THE NEW BUDGET INCLUDING THE CHANGES TO SALARIES AND WAGES. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE BOARD OF DIRECTORS ARE RESPONSIBLE TO HIRE AND REMOVE THE CHIEF EXECUTIVE OFFICER, SUPPORT AND ASSESS HIS OR HER PERFORMANCE, AND ENSURE THAT THE CHIEF EXECUTIVE HAS THE MORAL AND PROFESSIONAL SUPPORT NEEDED TO FURTHER THE GOALS OF THE ORGANIZATION.EACH YEAR A MARKET REVIEW IS PERFORMED FOR A COMPETITIVE ANALYSIS OF SALARIES IN THE LOCAL AND REGIONAL AREAS FOR THE CEO AND THE HUMAN RESOURCES COORDINATOR INFORMS THE BOARD CHAIR OF ANY RELEVANT PAY CHANGES THAT ARE DUE TO OCCUR. NEXT, THE EXECUTIVE COMMITTEE MEETS TO DISCUSS THE PAY CHANGE AND A VOTE IS HELD IN JUNE TO ADOPT THE PAY CHANGE OR NOT DEPENDING UPON THE BUDGETED FINANCIAL FORECAST OF THE ORGANIZATION. | Form 990, Part VI, Line 15a |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | CONFLICT OF INTEREST PROCEDURES: PERSONS CONCERNED: THIS STATEMENT IS DIRECTED NOT ONLY TO DIRECTORS AND OFFICERS, BUT ALSO TO ALL EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF LA CLINICA DEL VALLE. FOR EXAMPLE, THIS WOULD INCLUDE ALL WHO MAKE PURCHASING DECISIONS, ALL OTHER PERSONS WHO MIGHT BE DESCRIBED AS "MANAGEMENT PERSONNEL", AND ALL WHO HAVE PROPRIETARY INFORMATION CONCERNING LA CLINICA DEL VALLE.AREAS IN WHICH CONFLICT MAY ARISE: CONFLICTS OF INTEREST MAY ARISE IN THE RELATIONS OF DIRECTORS, OFFICERS, AND MANAGEMENT EMPLOYEES WITH ANY OF THE FOLLOWING THIRD PARTIES:1. PERSONS AND FIRMS SUPPLYING GOODS AND SERVICES TO LA CLINICA DEL VALLE.2. PERSONS AND FIRMS FROM WHOM LA CLINICA DEL VALLE LEASES PROPERTY AND EQUIPMENT.3. PERSONS AND FIRMS WITH WHOM LA CLINICA DEL VALLE IS DEALING OR PLANNING TO DEAL IN CONNECTION WITH THE GIFT, PURCHASE OR SALE OF REAL ESTATE, SECURITIES, OR OTHER PROPERTY.4. COMPETING OR AFFINITY ORGANIZATIONS.5. DONORS AND OTHERS SUPPORTING LA CLINICA DEL VALLE.6. AGENCIES, ORGANIZATIONS, AND ASSOCIATIONS, WHICH AFFECT THE OPERATIONS OF LA CLINICA DEL VALLE.7. FAMILY MEMBERS, FRIENDS, AND OTHER EMPLOYEES.DISCLOSURE PROCEDURE: DISCLOSURE SHOULD BE MADE ACCORDING TO LA CLINICA DEL VALLE'S STANDARDS. TRANSACTIONS WITH RELATED PARTIES MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED:1. A MATERIAL TRANSACTION IS FULLY DISCLOSED IN THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION;2. THE RELATED PARTY IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTIONS;3. A COMPETITVE BID OR COMPARABLE VALUATION EXISTS; AND4. THE ORGANIZATION'S BOARD HAS ACTED UPON AND DEMOSTRATED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION.DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE EXECUTIVE DIRECTOR ( OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IF THE MATTERS ARE MATERIAL, BRING THEM TO THE ATTENTION OF THE BOARD CHAIR.DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, WHICH SHALL BRING THESE MATTERS, IF MATERIAL TO THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IN THE PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO LA CLINICA DEL VALLE. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF LA CLINICA DEL VALLE AND THE ADVANCEMENT OF ITS PURPOSE. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FORM 990 PREPARER PROVIDES A DRAFT COPY OF THE FORM 990 TO THE FINANCE DIRECTOR AND THE INTERNAL ACCOUNTANT FOR REVIEW. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE FINANCE/AUDIT COMMITTEE FOR REVIEW. AFTER REVIEW THE FORM 990 PREPARER IS NOTIFIED TO FILE THE FORM 990. A REPORT IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS ON THE RESULTS AND/OR FINDINGS OF THE FORM 990. | Form 990, Part VI, Line 11b |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | THE BOARD OF DIRECTORS GENERAL RESPONSIBILITIES CONSIST OF GOVERNING THE BUSINESS AND AFFAIRS OF THE CORPORATION. ANY DECISIONS MADE ARE SUBJECT TO THE APPROVAL OF THE BOARD MEMBERS. | Form 990, Part VI, Line 7b |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | A NOMINATING COMMITTEE SHALL NOMINATE CANDIDATES FOR BOARD APPROVAL TO FILL BOARD MEMBER VACANCIES. THE NOMINATING COMMITTEE SHALL MAINTAIN A CURRENT PROFILE OF THE BOARD'S MEMBERSHIP COMPOSITION TO GUIDE THE SELECTION PROCESS. IT SHALL REVIEW THE PERFORMANCE OF INCUMBENT BOARD MEMBERS WHO ARE ELIGIBLE FOR RE-ELECTION, AND IF APPROPRIATE, RECOMMEND THEM TO THE BOARD OF DIRECTORS FOR NOMINATION AND RE-ELECTION. THE COMMITTEE SHALL, SUBJECT TO THE REQUIREMENTS SET FORTH IN THE BY-LAWS, ALSO NOMINATE MEMBERS-AT-LARGE. CANDIDATES NOMINATED TO FILL BOARD POSITIONS WILL BE ELECTED BY A MAJORITY VOTE OF THE MEMBERS AT A BOARD MEETING AT WHICH A QUORUM IS PRESENT. | Form 990, Part VI, Line 7a |
Comments