2014-03-27T19:06:42-05:00 2013-06-30 330158349 LINK MURREL & COMPANY LLP 18831 BARDEEN AVENUE STE 200 IRVINE CA 926121520 990 2012-07-01 953222316 SHARE OUR SELVES CORPORATION SHAR 9492702100 1550 SUPERIOR AVENUE COSTA MESA CA 92627 KAREN MCGLINN 9492702100 2014-03-20 1 CRAIG W MURREL P00969203 9492611120 2014-03-20 2012 2015-11-30 17:44:51Z KAREN MCGLINN 1550 SUPERIOR AVENUE COSTA MESA CA 92627 7705816 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 SYSTEMIC CHANGE. 9 9 59 0 0 0 3947255 6356647 339551 1286652 14497 18554 10884 12961 4312187 7674814 0 0 0 0 3072874 3943509 0 0 274712 2405815 3388140 5478689 7331649 -1166502 343165 4368855 4934452 466970 702165 3901885 4232287 X WE ARE SERVANTS WHO PROVIDE CARE AND ASSISTANCE TO THOSE IN NEED AND ACT AS ADVOCATES FOR SYSTEMIC CHANGE. 0 0 1327755 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. 4673908 1286652 CLINICS: SOS IS THE LARGEST COMMUNITY HEALTH CENTER IN THE COUNTY TO COMBINE WRAP-AROUND SOCIAL SERVICES WITH HEALTH CARE. ANNUALLY SOS PROVIDES CARE TO APPROXIMATELY 5,500 UNDUPLICATED PATIENTS ACCOUNTING FOR OVER 28,000 PATIENT VISITS. SOS PROVIDES COMPREHENSIVE HEALTHCARE SERVICE TO INCLUDE 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. IN ADDITION IT OFFERS ONSITE LAB, NUTRITION AND DISPENSARY SERVICES. SOS PROVIDES COMPREHENSIVE QUALITY HEALTHCARE AT THREE CLINICAL SITES LOCATED IN COSTA MESA, SANTA ANA, AND LAKE FOREST. IN JUNE 2012, SOS RECEIVED DESIGNATION 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). SOS'S FQHC DESIGNATION ALSO INCLUDES "DESIGNATION FOR A SPECIAL POPULATION, HOMELESS". ASIDE FROM SOS'S FQHC SERVICE AREA, SOS PROVIDES COMPREHENSIVE HEALTHCARE FOR ALL ORANGE COUNTY RESIDENTS. 6001663 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 1 151 0 1 59 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 KAREN MCGLINN 9492702100 1550 SUPERIOR AVE COSTA MESA CA 92627 KATHY LEWIS 4.00 X X 0 0 0 DR GWYN P PARRY 4.00 X X 0 0 0 SARA FLORES 10.00 X 0 0 0 ERNEST KLATTE III 1.00 X 0 0 0 LAWRENCE N KUGELMAN 2.00 X 0 0 0 PATRICIA HARRIGAN 2.00 X X 0 0 0 GABRIELA ROBLES 1.00 X 0 0 0 MARJORIE LOPEZ 4.00 X 0 0 0 MIKE STEPHENS 2.00 X 0 0 0 KAREN MCGLINN 40.00 X 137803 0 15457 DIANE BEYAOJU 40.00 X 122696 0 14427 JEREMY ELKINS 40.00 X 104562 0 11440 MARY ANN HUNTSMAN 40.00 X 103020 0 12090 JILA NIKKHAH 40.00 X 160305 0 5910 628386 0 59324 5 0 1 0 0 259298 843548 5253801 130080 6356647 PROGRAM FEES 900099 1286652 1286652 1286652 18554 18554 28660 259298 27628 1032 1032 7660 3374 4286 4286 OTHER 900099 7643 7643 7643 7674814 1294295 0 23872 X 458039 387872 70167 3249185 2655961 402503 190721 236285 193521 30231 12533 34359 26706 7653 23199 23199 33403 33403 1550091 1111160 438931 162601 88371 40791 33439 78211 78211 60280 52488 7792 207969 207969 44685 44685 EMERGENCY AID 491380 491380 NONCASH CONTRIBUTIONS 130080 130080 PHARMACEUTICAL & SUPPLI 112639 112639 REPAIRS & MAINTENANCE 109268 109268 349975 311352 8257 30366 7331649 6001663 1055274 274712 177232 468836 248795 360129 307202 550808 32135 39651 45472 42310 4001868 1509267 2660262 2492601 867229 908956 30528 71161 4368855 4934452 430470 697165 36500 5000 466970 702165 X 3482052 3667965 33823 142612 386010 421710 3901885 4232287 4368855 4934452 343165 -12763 0 X X 0 1 X 1 1 1 X 9086442 2768026 4257374 3973482 7643299 27728623 9086442 2768026 4257374 3973482 7643299 27728623 9066336 18662287 44324 16322 17682 14497 18554 111379 404459 90671 175515 606867 7643 1285155 29125157 0.64080 0.63970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 419833 35700 3573 459106 430729 13700 -24596 419833 377939 6373 51936 5519 430729 354881 27453 -4395 377939 308606 14801 31474 354881 0 0 900000 900000 836884 633605 203279 1610776 440078 1170698 607116 390412 216704 47092 45172 1920 2492601 GOVERNMENT BONDS MUTUAL FUNDS 420632 F CORPORATE BONDS MUTUAL FUNDS 396629 F INTERNATIONAL BONDS MUTUAL FUNDS 45007 F SMALL CAP EQUITY MUTUAL FUNDS 1444 F HIGH-YIELD BONDS 18105 F LONG-TERM BONDS 11276 F INTERMEDIATE-TERM BONDS 11267 F BANK LOAN FUND 4596 F 908956 X 8310859 -12763 648808 636045 7674814 0 7674814 7980457 648808 648808 7331649 0 7331649 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013. SOS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2010 TO JUNE 30, 2012 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, 2009 TO JUNE 30, 2012. 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 208925 201750 7175 13352 WILD AND CRAZY TACO NIGHT 79033 57548 21485 14276 287958 259298 28660 27628 27628 1032 7660 3374 1 1.00000 7660 3374 3374 4286 CA 1 0 0 0 0.37000 0.63000 ELIZABETH EVANS 1550 SUPERIOR AVENUE COSTA MESA CA 92627 0 0 X X 0 0 0 0 0 0 0 0 0 KAREN MCGLINN 137803 0 0 0 0 0 0 0 15457 0 153260 0 0 0 JILA NIKKHAH 160305 0 0 0 0 0 0 0 5910 0 166215 0 0 0 SUPPLEMENTAL INFORMATION PART III FORM 990, PART VII, SECTION A, LINE 5 EXPLANATION DR. MARGARITA PEREYDA, CMO, WAS COMPENSATED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN FOR SERVICES RENDERED TO SHARE OUR SELVES CORPORATION. SHARE OUR SELVES CORPORATION REPORTS THIS COMPENSATION AS AN IN-KIND SALARY. HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS A NON-PROFIT ORGANIZATION AND DOES NOT CONSIDER DR. PEREYDA'S SALARY FOR SERVICES TO SHARE OUR SELVES CORPORATION AS A CHARITABLE CONTRIBUTION. DR. PEREYDA WAS COMPENSATED $70,873 (EXCLUDING OTHER COMPENSATION) BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN FOR THE PERIOD ENDED JUNE 30, 2013. X 18516 COST X OFFICE SUPPLIES 0 50334 COST X SCHOOL SUPPLIES 0 61230 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. OTHER FEES FORM 990, PART IX, LINE 11G HEALTH CENTER: PROGRAM SERVICE EXPENSES 1,111,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,111,160. M & G SOCIAL SERVICES - IT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 85,709. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,709. TEMPORARY HELP SS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,968. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,968. HEALTH CENTER - IT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 138,082. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,082. HEALTH CENTER-TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 187,172. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 187,172. FINANCIAL STATEMENTS AND REPORTING 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.