2014-10-07T16:32:18-07:00 2014-05-31 KDCO PIELS CERTIFIED PUBLIC ACCOUNTANTS 640 SUPERIOR COURT MEDFORD OR 975046181 990 2013-06-01 943096772 LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC LACL 5415356239 3617 SOUTH PACIFIC HIGHWAY MEDFORD OR 97501 ANGELICA RUPPE CFO 2014-10-07 true STEWART C PARMELE P00233959 5417736633 2013 2015-11-30 17:44:51Z ANGELICA RUPPE 3617 S PACIFIC HWY MEDFORD OR 97501 19938927 false false X WWW.LCDV.ORG X 1988 OR TO PROVIDE QUALITY MEDICAL, DENTAL, AND SOCIAL SERVICES TO THE DIVERSE POPULATIONS WITHIN OUR COMMUNITIES, ESPECIALLY THOSE WHO FACE BARRIERS TO HEALTHCARE. 14 14 326 21 0 5714260 5899736 11492452 13841999 16771 35497 155359 161695 17378842 19938927 0 0 13785037 15096717 0 88195 3829572 4379535 17614609 19476252 -235767 462675 16829935 20102135 1734102 3335226 15095833 16766909 TO PROVIDE QUALITY MEDICAL, DENTAL, AND SOCIAL SERVICES TO THE DIVERSE POPULATIONS WITHIN OUR COMMUNITIES, ESPECIALLY THOSE WHO FACE BARRIERS TO HEALTHCARE. false false 18187752 19938927 HEALTH ENHANCEMENT FOR SEASONAL, MIGRATORY AGRICULTURAL WORKERS AND LOW INCOME PATIENTS. 18187752 true true false false false false false false false true true false false false false false true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false true 16 0 true 326 true false false false false false false false false 0 false false false false false false false false false false X 14 14 false false false false false true false true true false false true true false true true true true true false X ANGELICA RUPPE 5415356239 3617 S PACIFIC HWY MEDFORD OR 97501 JOLIE JOHNSON BOARD MEMBER 2.00 0.00 X 0 0 0 PHILIP MICHAEL MD BOARD MEMBER 2.00 0.00 X 0 0 0 BRIAN SIMMONS BOARD MEMBER 2.00 0.00 X 0 0 0 JUDITH STEVENS BOARD MEMBER 2.00 0.00 X 0 0 0 JUNE McREYNOLDS BOARD MEMBER 2.00 0.00 X 0 0 0 PAUL NICHOLSON BOARD MEMBER 2.00 0.00 X 0 0 0 LISA GREIF BOARD MEMBER 2.00 0.00 X 0 0 0 KEITH CASEBOLT Treasurer 2.00 0.00 X 0 0 0 JERRY TAYLOR President 2.00 0.00 X 0 0 0 MARY SINCLAIR Secretary 2.00 0.00 X 0 0 0 BENNY SUAREZ BOARD MEMBER 2.00 0.00 X 0 0 0 EARL SHOWERMAN MD BOARD MEMBER 2.00 0.00 X 0 0 0 CHRISTIE VAN AKEN Vice President 2.00 0.00 X 0 0 0 KENNETH J RHEE MED. DIRECTOR 40.00 0.00 X 174617 0 7262 BRENDA JOHNSON RN MBA CEO 40.00 0.00 X 166908 0 9759 ANGELICA RUPPE CFO 40.00 0.00 X 98729 0 6911 IDA SAITO COO 40.00 0.00 X 105020 0 5250 AMY B FINE DENTAL DIRECTOR 40.00 0.00 X 151654 0 5398 WILLIAM H PALM MEDICAL DOCTOR 40.00 0.00 X 202395 0 11316 RICHARD L JULYAN MEDICAL DOCTOR 40.00 0.00 X 199280 0 8785 MIMI CHOATE MEDICAL DOCTOR 40.00 0.00 X 171252 0 2215 MARK PHELPS MEDICAL DOCTOR 40.00 0.00 X 149571 0 4024 LINDA S NIEHAUS MEDICAL DOCTOR 40.00 0.00 X 147408 0 0 1566834 60920 9 false true false OCHIN-OREGON COMMUNITY HEALTH INFO NETWORK 707 SW WASHINGTON ST 1200 PORTLAND OR 97205 MEDICAL BILLING 703563 S & B JAMES CONSTRUCTION MANAGEMENT 8425 AGATE ROAD WHITE CITY OR 97503 CONSTRUCTION 110114 2 5002256 897480 5899736 NET PATIENT FEES 621110 13267358 13267358 PATIENT CENTERED MED HOME 623000 574641 574641 13841999 9484 9484 0 0 15870 15870 15870 15870 26013 26013 26013 26013 102170 102170 102170 0 0 MISC. INCOME 621110 43655 43655 43655 19938927 14039191 0 0 0 0 1566834 1168508 358134 40192 0 10860233 10860233 0 1618465 1558541 55445 4479 1051185 1020834 26860 3491 0 0 0 0 0 0 0 0 0 0 0 386515 309865 76650 206276 172524 32393 1359 0 0 31601 31601 0 661252 540375 120877 64997 7311 57686 SUPPLIES 1222660 1170912 43842 7906 CONTRACTUAL 959651 939878 19773 REPAIRS & MAINTENANCE 243617 164387 78598 632 MISCELLANEOUS 206361 68566 120376 17419 396605 205818 178070 12717 19476252 18187752 1200305 88195 1549140 1653973 0 224599 133298 1549325 3536528 0 0 0 28441 64587 55196 81509 18137201 4258440 12735344 13878761 0 687890 753479 0 0 0 16829935 20102135 917464 878294 5663 162123 810975 2294809 1734102 3335226 X 15095833 16766909 15095833 16766909 16829935 20102135 462675 36979 1171422 X false true X true true true X 4317021 4180639 8444725 5175848 5352376 27470609 0 0 4317021 4180639 8444725 5175848 5352376 27470609 0 27470609 9583 10829 11292 8481 9484 49669 6393 15525 15870 15870 53658 0 27573936 0.99630 0.99450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 687890 65589 753479 640074 47816 687890 604156 35268 5837 5187 640074 196165 375415 34615 2039 604156 148799 48895 1529 196165 true false false 2708193 2708193 12170163 2343919 9826244 3258845 1914521 1344324 13878761 20037473 36979 61567 98546 19938927 19938927 19537818 61567 -1 61566 19476252 19476252 false RAISE YOUR HEART FOR HEALTH 102170 102170 102170 102170 102170 X X X X false true false false false false false false false false AMY B FINE DENTAL DIRECTOR 125666 25988 5398 157052 BRENDA JOHNSON RN MBA CEO 165654 1254 9759 176667 KENNETH J RHEE MED. DIRECTOR 174617 7262 181879 MARK PHELPS MEDICAL DOCTOR 149571 4024 153595 MIMI CHOATE MEDICAL DOCTOR 168502 2750 2215 173467 RICHARD L JULYAN MEDICAL DOCTOR 199280 8785 208065 WILLIAM H PALM MEDICAL DOCTOR 198377 4018 11316 213711 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. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE FINANCE/AUDIT COMMITTEE FOR REVIEW; THE BOARD IS NOTIFIED OF ANY FINDINGS. 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 OF THE FORM 990. 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 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 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 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 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.