2013-11-15T17:42:21-06:00 2013-06-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2012-07-01 952637633 LAGUNA BEACH COMMUNITY CLINIC LAGU 9494940761 362 THIRD STREET LAGUNA BEACH CA 92651 THOMAS C BENT MD 9494940761 2013-11-13 1 EDWARD E BENOE CPA P00032866 9498332815 2012 2015-11-30 17:44:51Z THOMAS C BENT MD 362 THIRD STREET LAGUNA BEACH CA 92651 2347742 0 X LBCLINIC.ORG X 1970 CA TO PROVIDE PRIMARY MEDICAL, DENTAL, AND OTHER SERVICE PROGRAMS TO INDIVIDUALS AND FAMILIES. 17 17 48 6 0 0 828505 1088475 1360130 1224407 392 205 46209 14563 2235236 2327650 0 0 0 0 1753404 1767441 0 0 67859 575331 576352 2328735 2343793 -93499 -16143 1661251 1647821 176555 179268 1484696 1468553 X SEE SCHEDULE O FOR MISSION STATEMENT. 0 0 2139333 1224407 THE COMMUNITY NEED ADDRESSED: LBCC SERVES THE SPECTRUM OF ORANGE COUNTY'S SAFETY NET CLIENTS, INCLUDING WOMEN WHO MAY BE SELF-EMPLOYED, UNEMPLOYED, OR SIMPLY CANNOT AFFORD HEALTH INSURANCE. THIS DIFFICULT SITUATION WAS DISCUSSED IN A UCLA BRIEF REPORTING 24.3% OF CALIFORNIANS, OVER 8.2M, WERE UNINSURED DURING ALL OR PART OF 2009 (COMPARED TO 19.5% AND 6.4M DURING 2007). THE DRAMATIC SHIFT RESULTED FROM LARGE DROPS IN PRIVATE COVERAGE AS MORE CALIFORNIANS BECAME UNEMPLOYED; COVERAGE WAS NOT FULLY OFFSET BY PUBLIC PROGRAMS OR EXTENDED COBRA COVERAGE FUNDED BY THE AMERICAN RECOVERY AND REINVESTMENT ACT. UNFORTUNATELY, MOST OF OUR PATIENTS HAVE NO OPTION THROUGH LOCAL OR STATE GOVERNMENT PLANS. THE IMPLEMENTATION OF THE ACA WILL CHALLENGE THE CLINIC AS WE PROGRESS THROUGH THE TRANSITION. WHILE THERE ARE MANY VARIABLES NOT CURRENTLY DEFINED, WE BELIEVE THAT THE EVENTUAL OUTCOME WILL BE BETTER ACCESS TO CARE FOR THE MEDICALLY UNDERSERVED, INCREASED DEMAND FOR SERVICES AT THE CLINIC AND BETTER REIMBURSEMENT THROUGH GOVERNMENT PROGRAMS. THERE IS NO "PUBLIC OPTION" FOR MEDICAL CARE AVAILABLE FOR THESE INDIVIDUALS. THE WOMEN WE SERVE ARE AT RISK OF FOREGOING EARLY MEDICAL CARE OF CONDITIONS, WHICH WOULD NEGATIVELY AFFECT THEIR MORBIDITY RATES WHILE ALSO BURDENING THE HEALTHCARE SYSTEM FURTHER IN THE LONG RUN.THE MAJORITY OF LBCC PATIENTS ARE LIVING BELOW 200% FEDERAL POVERTY LEVEL, WITH APPROXIMATELY 40% LIVING IN SEVERE POVERTY. OUR PATIENT POPULATION INCLUDES THOSE WHO WORK IN LOCAL SHOPS, HOTELS AND RESTAURANTS, ARTISTS, HOUSEHOLD WORKERS, GARDENERS, AND NANNIES. LBCC HAS WITNESSED A DRAMATIC INCREASE IN THE NEED FOR LOW-COST MEDICAL SERVICES AS NEWLY UNEMPLOYED RESIDENTS HAVE FOUND THEMSELVES WITHOUT MEDICAL INSURANCE. PATIENT RACIAL BREAKDOWN INCLUDES 36% HISPANIC WHITE, 43% NON- HISPANIC WHITE, 1% BLACK, 7% ASIAN/PACIFIC ISLANDER, AND 13% OTHER/UNDISCLOSED. LBCC PATIENT BASE INCLUDES AN ESTIMATED 53% ADULT WOMEN, 35% ADULT MEN, AND 12% CHILDREN/TEENS. AN ESTIMATED 10% OF PATIENTS ARE HOMELESS. PATIENTS COME FROM THROUGHOUT ORANGE COUNTY, INCLUDING RESIDENTS OF THE ADJACENT SOUTHERNMOST COUNTY CITIES, A REGION THAT HAS BEEN FEDERALLY DESIGNATED AS A MEDICALLY UNDERSERVED POPULATION, AND THOSE WHO RESIDE ELSEWHERE IN THE COUNTY BUT ARE EMPLOYED NEARBY. CLIENTS PAY WHAT THEY CAN AFFORD FOR OUR SERVICES. LBCC COVERS THE REMAINDER OF THE COST OF SERVICE WITH FUNDS FROM OTHER SOURCES, SUCH AS THROUGH PHILANTHROPIC GRANTS. 2139333 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 CA X LAGUNA BEACH COMMUNITY CLINIC 9494940761 362 THIRD STREET LAGUNA BEACH CA 92651 PAMELA LAWRENCE MD 1.00 X 0 0 0 RICHARD A KAIN 2.00 X X 0 0 0 ANN MCDONALD CCIM 2.00 X X 0 0 0 JOHN J LINK JR 2.00 X X 0 0 0 ORSON DEE MD 2.00 X X 0 0 0 GEORGE HEED 2.00 X X 0 0 0 ELAINE LAWSON 1.00 X 0 0 0 ROYA COLE 3.00 X X 0 0 0 BARBARA HAMKALO 1.00 X 0 0 0 JAY MCDONALD 1.00 X 0 0 0 CHRIS LOIDOLT 1.00 X 0 0 0 SUSAN NEELY 1.00 X 0 0 0 ANNE E JOHNSON 1.00 X 0 0 0 MARION JACOBS 1.00 X 0 0 0 BRIAN SADLER 1.00 X 0 0 0 MARY KATE SAUNDERS 1.00 X 0 0 0 GARY BEVERAGE 1.00 X 0 0 0 THOMAS C BENT MD 60.00 X 185242 0 18868 ADRIANNA NIETO-SAYEGH RN 60.00 X 111879 0 10237 CHAU NGO MD 32.00 X 119148 0 0 416269 0 29105 3 0 1 0 0 30049 41116 1017310 1088475 PATIENT FEES 621400 1224407 1224407 1224407 205 205 25600 0 25600 25600 25600 9055 30049 20092 -11037 -11037 2327650 1224407 0 14768 X 312305 300304 12001 1150273 1106071 44202 22601 20907 1694 179303 165865 13438 102959 95243 7716 79150 49357 29793 59547 46729 9691 3127 29774 27609 2165 37993 37993 MEDICAL SUPPLIES 122732 120475 2257 LAB FEES 70365 70365 OUTSIDE SERVICES 69693 3094 1867 64732 UTILITIES AND TELEPHONE 52847 49462 3385 54251 45859 8392 2343793 2139333 136601 67859 650137 636292 317499 314698 27361 26331 1273264 602764 666254 670500 1661251 1647821 176555 179268 176555 179268 X 1454696 1448553 30000 20000 1484696 1468553 1661251 1647821 -16143 0 X X 0 1 X 1 0 X 459375 776537 945813 828505 1085348 4095578 459375 776537 945813 828505 1085348 4095578 521800 3573778 26890 31602 34894 31112 25805 150303 32674 52660 18652 38292 9055 151333 4397214 7196236 0.81270 0.78870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 345000 345000 569177 301441 267736 359087 301323 57764 670500 2405650 48000 30000 78000 2327650 0 2327650 2391793 48000 48000 2343793 0 2343793 PART XI, LINE 2D - OTHER ADJUSTMENTS: PY CONTRIBUTIONS RELEASED FROM TEMPORARILY RESTRICTED NET ASSETS 30,000. CINCO DE MAYO 39104 30049 9055 3294 1050 6363 9385 39104 30049 9055 3294 1050 6363 9385 20092 -11037 X X X 0 0 0 0 0 0 0 0 0 THOMAS C BENT MD 185242 0 0 0 0 0 0 0 18868 0 204110 0 0 0 MISSION STATEMENT FORM 990, PART III, LINE 1 OPERATING SINCE 1970, LAGUNA BEACH COMMUNITY CLINIC (LBCC) IS AN INDEPENDENT, NON-PROFIT, PRIMARY CARE HEALTH FACILITY THAT PROVIDES FAMILY-CENTERED MEDICAL AND DENTAL CARE. THE CLINIC OFFERS NON-EMERGENCY CURATIVE AND PREVENTIVE CARE, AS WELL AS EDUCATIONAL SERVICES FOR INDIVIDUALS AND FAMILIES IN ORANGE COUNTY AND SERVES AS A TRAINING SITE FOR HEALTH CARE PROFESSIONALS. OUR MISSION IS TO PROVIDE EXCELLENT MEDICAL CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY. WE OFFER COMPREHENSIVE CARE IN THE AREAS OF: WOMEN'S HEALTH, HIV/AIDS, PRENATAL AND POSTPARTUM, TEEN CLINIC, COUNSELING SERVICES, AND DENTAL SERVICES. SPECIALTY CARE AREAS INCLUDE: CARDIOLOGY, PODIATRY, PEDIATRICS, ORTHOPEDICS, ENDOCRINOLOGY, OBSTETRICS AND GYNECOLOGY, DIABETES, AND OTHERS. LBCC IS ONE OF ONLY TWO COMMUNITY CLINICS IN SOUTH ORANGE COUNTY, AND THE ONLY ONE TO DELIVER THE FULL SCOPE OF PRIMARY CARE SERVICES AND SIX DAYS OF URGENT CARE HOURS. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT FOR THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED. 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. OFFISTE 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. AUDIT COMMITTEE: FORM 990, PART XII, LINE 2C 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 2012.