2012-12-05T17:28:49-06:00 2012-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2011-07-01 942299959 SAN BENITO HEALTH FOUNDATION % ROSA VIVIAN FERNANDEZ SANB 8316375306 351 FELICE DR HOLLISTER CA 95023 ROSA VIVIAN FERNANDEZ 2012-11-29 true Brian D Todd 4178658701 2011 2016-02-24 21:20:13Z ROSA VIVIAN FERNANDEZ 351 FELICE DRIVE HOLLISTER CA 950233361 4316789 false X N/A X 1975 CA PROVISION OF PRIMARY MEDICAL, DENTAL, ANCILLARY, AND WOMEN, INFANT AND CHILDREN (WIC) SERVICES. SEE SCHEDULE O FOR MORE INFORMATION. 9 9 51 9 0 0 2272256 2055650 2683634 2254555 8738 6584 0 0 4964628 4316789 0 0 0 0 2219398 2093451 0 0 0 2792457 2071705 5011855 4165156 -47227 151633 4337619 4298457 1221088 1053462 3116531 3244995 X TO PROVIDE QUALITY, AFFORDABLE COMPREHENSIVE HEALTH SERVICES TO THE COMMUNITY OF SAN BENITO COUNTY AND SURROUNDING AREAS IN A MANNER THAT IS ACCOUNTABLE TO THE COMMUNITY WHILE BEING RESPECTFUL, EMPATHETIC, AND CULTURALLY-SENSITIVE TO OUR CLIENTS. false false 1805105 1538362 TO PROVIDE QUALITY AND AFFORDABLE HEALTHCARE TO QUALIFYING FAMILIES OF HOLLISTER, CALIFORNIA, AND THE SURROUNDING AREA. FOR THE YEAR ENDED JUNE 30, 2012, 17,413 MEDICAL VISITS WERE PROVIDED, WITH MEDICAL SERVICES FUNCTIONING AS THE LARGEST PROGRAM SERVICE AREA. MEDICAL SERVICES INCLUDE PREVENTATIVE MEDICINE, INTERNAL MEDICINE, OBSTETRICS & GYNECOLOGY, FAMILY PLANNING, PEDIATRICS, IMMUNIZATION & HEALTH SCREENING SERVICES, NUTRITION COUNSELING, AND HIV/AIDS TESTING & COUNSELING. 623530 716193 DENTAL SERVICES FOR CHILDREN AND ADULTS ARE OFFERED AT SAN BENITO HEALTH FOUNDATION, AND FOR THE YEAR ENDED JUNE 30, 2012, 10,533 VISITS WERE PROVIDED. 609283 WOMEN, INFANT AND CHILDREN (WIC) SERVICES IS A SIGNIFICANT PROGRAM AREA FOR THE ORGANIZATION. FOR THE YEAR ENDED JUNE 30, 2012, A MONTHLY CASE LOAD OF 2,390 AND ANNUAL SERVICE POPULATION OF 29,163 CASE LOADS WERE MAINTAINED. 3037918 true true false true false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false true false false false false false false false false false true 13 0 true 51 true false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false CA X ROSA VIVIAN FERNANDEZ 8316375783 351 FELICE DRIVE HOLLISTER CA 95023 VICTORIA VASQUEZ 1.0 X X 0 0 0 ISABEL FLETES 1.0 X 0 0 0 MONICA MARSHALL 1.0 X X 0 0 0 VICKY MONTOYA 1.0 X X 0 0 0 JIM GIBSON 1.0 X X 0 0 0 NATALIE VELAZQUEZ 1.0 X 0 0 0 ESPERANZA GARCIA WALTERS 1.0 X 0 0 0 BONITA VILLALOBOS-RIVERA 1.0 X X 0 0 0 GREGORY RIVERA 1.0 X 0 0 0 LINDA SMITH 1.0 X 0 0 0 ROSA VIVIAN FERNANDEZ 40.0 X 181391 0 14226 JUMNAH THANAPATHY 24.0 X 269825 0 31778 ROSEMARIE SANDOVAL 40.0 X 100430 26494 551646 0 72498 3 false true false BKD LLP CONSULTING/TAX 250389 GODOFREDO TORRES PHYSICIAN 117780 2 1952007 103643 251047 2055650 NET PATIENT SERVICE REVENUE 624100 2089202 2089202 OTHER INCOME 624100 165353 165353 2254555 6584 6584 0 0 0 0 0 0 0 4316789 2254555 6584 X 0 0 0 0 497220 301603 195617 0 1262608 1144490 118118 17899 14482 3417 182236 154912 27324 133488 107557 25931 0 8215 8215 238228 238228 0 0 0 387815 337832 49983 35204 25260 9944 181320 85378 95942 104864 27890 76974 0 135344 55065 80279 0 0 87504 31079 56425 54892 36227 18665 0 264570 222600 41970 52694 4242 48452 BAD DEBT 2475 2475 LICENSES, DUES & SUBSCRIPTIONS 18633 9684 8949 RECRUITING 12381 7997 4384 MEDICAL SUPPLIES & DRUGS 430342 430342 57224 38803 18421 4165156 3037918 1127238 0 800 800 740023 456947 469235 378253 161756 351643 0 0 0 0 0 0 111856 137232 56976 48829 4847389 1922636 2796973 2924753 0 0 0 0 0 0 0 0 0 0 4337619 4298457 285461 184775 0 0 0 0 0 0 0 0 0 0 935627 868687 0 0 0 0 1221088 1053462 X 3116531 3244995 0 0 0 0 3116531 3244995 4337619 4298457 X 151633 -23169 X false true true X true true X 1848006 1868579 2573178 2272256 2055650 10617669 1848006 1868579 2573178 2272256 2055650 10617669 10617669 19848 18014 10779 8738 6584 63963 20 40482 40502 10722134 12056252 0.99026 0.98790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false OTHER ACTIVITIES SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION PAYS ANNUAL DUES TO THE CALIFORNIA PRIMARY CARE ASSOCIATION, CALIFORNIA WIC ASSOCIATION, AND NATIONAL WIC ASSOCIATION; A PORTION OF DUES MAY BE ATTRIBUTABLE TO LOBBYING. 491887 491887 2327196 1016428 1310768 749217 165958 583259 1123167 740250 382917 155922 155922 2924753 4316789 4165156 151633 -23169 -23169 128464 4293620 -23169 -23169 4316789 4316789 4165156 4165156 4165156 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 THE CENTER ADOPTED ACCOUNTING GUIDANCE RELATED TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ON JULY 1, 2009. THE CENTER FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAXES). WHEN THE RETURN IS FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO HEALTH CENTERS INCLUDE SUCH MATTERS AS THE FOLLOWING: TAX-EXEMPT STATUS OF THE ENTITY, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED BY THE ORGANIZATION, THE NATURE, CHARACTERIZATION AND TAXABILITY OF JOINT VENTURE INCOME AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). UBIT IS REPORTED ON INTERNAL REVENUE SERVICE FORM 990-T, AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH THE TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. AT JUNE 30, 2010, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. OTHER RECONCILING CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 LOSS ON PRIOR YEAR GRANT $(23,169) OTHER REVENUE INCLUDED IN LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XII, LINE 2D LOSS ON PRIOR YEAR GRANT $(23,169) X X X X false false false false false false false true false ROSA VIVIAN FERNANDEZ 157791 0 15801 0 7799 0 4712 0 9514 0 195617 0 0 0 JUMNAH THANAPATHY 269774 0 51 0 0 0 0 0 31778 0 301603 0 0 0 NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 THE ORGANIZATION'S PRESIDENT & CEO IS ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION BASED ON NEW GRANT DOLLARS SECURED ON BEHALF OF SBHF. THE BONUSES PAID TO THE ORGANIZATION'S CHIEF MEDICAL OFFICERS DURING THE YEAR WERE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS. X 2 251047 FMV 0 false false false NON-CASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 20 THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BY THE NUMBER OF CONTRIBUTORS. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 THE MISSION OF SAN BENITO HEALTH FOUNDATION IS TO PROVIDE QUALITY, AFFORDABLE COMPREHENSIVE HEALTH SERVICES TO THE COMMUNITY OF SAN BENITO COUNTY AND SURROUNDING AREAS IN A MANNER THAT IS ACCOUNTABLE TO THE COMMUNITY WHILE BEING RESPECTFUL, EMPATHETIC, AND CULTURALLY-SENSITIVE TO OUR CLIENTS. THE VISION OF SAN BENITO HEALTH FOUNDATION IS FOR A SAFE AND HEALTHY SAN BENITO COUNTY WHERE HEALTH DISPARITIES DO NOT EXIST, PEOPLE HAVE ACCESS TO CARE, AND HAVE THE KNOWLEDGE AND SKILLS TO MAKE HEALTHY CHOICES. THE SAN BENITO HEALTH FOUNDATION IS A LEADER AMONG ALLIANCES AND PARTNERSHIPS THAT FOSTER A CLIMATE OF THOUGHTFUL CHANGE AND CREATE SOLUTIONS FOR MAINTAINING OUR COMMUNITY SAFE AND HEALTHY. THE VALUES OF SAN BENITO HEALTH FOUNDATION ARE AS FOLLOWS: TEAM WORK - WE SUPPORT ONE ANOTHER AND WORK TOGETHER, VALUING THE WORTH THAT PEOPLE, AS INDIVIDUALS, BRING TO THE ORGANIZATION. INTEGRITY - WE WILL DEMONSTRATE HONEST, POSITIVE, ETHICAL BEHAVIOR IN DEALING WITH OUR PATIENTS, PHYSICIANS, EMPLOYEES, AND COMMUNITY. COMPASSION - WE BELIEVE THAT EACH PERSON IS UNIQUE AND TREAT EVERYONE WITH RESPECT. WE SHOW SYMPATHY AND CONCERN FOR THOSE IN DISTRESS, RESPONDING KINDLY AND SENSITIVELY. COMMUNITY - WE VALUE OUR COMMUNITY'S WELL-BEING AND WILL CONTRIBUTE TO OUR COMMUNITY'S PROGRESS. QUALITY SERVICES - WE TAKE PRIDE IN OUR WORK AND DEVELOP OUR TALENTS, SKILLS AND ABILITIES IN ORDER TO BENEFIT THE PATIENT AND CONTRIBUTE TO THE OVERALL ENVIRONMENT OF OUR WORKPLACE. FINANCIAL RESPONSIBILITY - AS A COMMUNITY RESOURCE, WE UNDERSTAND THAT WE ARE ACCOUNTABLE TO OUR COMMUNITY AND WE ARE RESPONSIBLE FOR CONTROLLING COSTS AND PROTECTING OUR FINANCIAL VIABILITY. INNOVATION - WE DEVELOP NEW SERVICES AND WAYS TO PROVIDE THOSE SERVICES IN ORDER TO MEET OUR COMMUNITY'S NEEDS. WE WELCOME NEW INSIGHTS, NEW TECHNIQUES AND NEW IDEAS, FOSTERING A CLIMATE OF THOUGHTFUL CHANGE. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, A TENTATIVE DRAFT IS REVIEWED BY THE PRESIDENT AND CEO AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE ANY UPDATES ARE MADE, A FINAL DRAFT WILL BE PROVIDED TO THE BOARD OF DIRECTORS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT OF DISCLOSURE WHICH IS KEPT IN PERSONNEL AND BOARD VOLUNTEER FILE. POLICY ALSO INCLUDES THE DISCLOSURE OF CONFLICTS OF INTEREST AS THEY ARISE. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINES 15A & B AN INDEPENDENT CONSULTING AGENCY, MANAGEMENT RESOURCE CENTER, INC, CONDUCTS ANNUAL SALARY SURVEY AND PREPARES THE COMPENSATION SCALE AS APPROPRIATE. MRC UTILIZED A SYSTEMATIC APPROACH TO EMPLOYEE COMPENSATION THAT INVOLVES THE USE OF POINT FACTOR JOB EVALUATION TO ASSIGN JOBS TO PAY GRADES, AND SURVEYS OF THE LABOR MARKET TO ENSURE THAT PAY IS COMPETITIVE, AND A METHODOLOGY FOR ASSESSING INDIVIDUAL PAY LEVELS. ON A BI-ANNUAL BASIS, SAN BENITO HEALTH FOUNDATION (SBHF) RETAINS MRC TO REVIEW THE COMPETITIVE LABOR MARKET AND DEVELOP PAY RANGES FOR THE UPCOMING YEAR. MRC RECOMMENDS THE ADOPTION OF THE NEW RANGES TO THE BOARD OF DIRECTORS WHO REVIEW THE INFORMATION PROVIDED, AND CONSIDERATION OF ADJUSTMENTS TO CURRENT COMPENSATION, WHERE APPROPRIATE, TO ENSURE THAT ALL EMPLOYEES ARE PAID ACCORDING TO THEIR CONTRIBUTION TO THE ORGANIZATION. THE BOARD ADOPTS CHANGES TO THE COMPENSATION SCALE BASED ON MRC INPUT. THIS PROCEDURE WAS LAST PERFORMED IN JUNE 2012. THE BOARD ALSO REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND MAKES SALARY DETERMINATIONS BASED ON THE ABOVE MENTIONED METHODOLOGY. OTHER BENEFITS ARE IN LINE WITH WHAT IS OFFERED TO ALL EMPLOYEES OF THE ORGANIZATION. THE CEO'S COMPENSATION WAS REVIEWED, USING THIS PROCEDURE, IN JULY 2012. THE CEO EVALUATES KEY MANAGEMENT STAFF ON A BI-ANNUAL BASIS AND MAKES COMPENSATION DETERMINATIONS BASED ON THE ABOVE MENTIONED METHODOLOGY AS APPROVED BY THE BOARD OF DIRECTORS. DOCUMENT DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE AND UPON REQUESTS WHILE KEEPING WITHIN LIMITS OF HIPPA GUIDELINES FOR PROTECTED INFORMATION. ALL DOCUMENTS ARE AVAILABLE ON AN ANNUAL BASIS WITHOUT RESTRICTION TO THE INDEPENDENT AUDITOR. ACCOUNTING AND CONSULTING SERVICES FORM 990, PART IX, LINE 11C CERTAIN DUTIES TRADITIONALLY PERFORMED BY THE FINANCE DEPARTMENT WERE PERFORMED BY AN ACCOUNTING FIRM WITH EXPERTISE IN THE FIELD. DUTIES PERFORMED INCLUDED ASSISTING WITH FINANCIAL ESTIMATES, ASSISTING THE CEO WITH THE BUDGET PROCESS, AND AIDING THE CEO ON FINANCIAL STATEMENT PRESENTATION. FINAL DECISION MAKING RESIDED SOLELY WITH THE CEO IN ALL CIRCUMSTANCES. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 LOSS ON PRIOR YEAR GRANT $(23,169)