SAN BENITO HEALTH FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: SAN BENITO HEALTH FOUNDATION (EIN 94-2299959)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-03-01
IRS object ID: 201230619349301988
Schema version: 2010v3.4
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-01T14:51:49-06:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	910 E ST LOUIS 200/PO BOX 1190	AddressLine1
City	SPRINGFIELD	City
State	MO	State
ZIP Code	658062523	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	942299959	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SAN BENITO HEALTH FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SANB	NameControl
Phone	8316375306	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	351 FELICE DR	AddressLine1
City	HOLLISTER	City
State	CA	State
ZIP Code	95023	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROSA VIVIAN FERNANDEZ	Name
Title	PRESIDENT & CEO	Title
Date Signed	2012-01-28	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Brian D Todd	Name
Phone	4178658701	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	ROSA VIVIAN FERNANDEZ	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	351 FELICE DRIVE	AddressLine1
City	HOLLISTER	City
State	CA	State
ZIP Code	950233361	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	4964628	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1975	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	PROVISION OF PRIMARY MEDICAL, DENTAL, ANCILLARY, AND WOMEN, INFANT AND CHILDREN (WIC) SERVICES. SEE SCHEDULE O FOR MORE INFORMATION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	58	TotalNbrEmployees
Total Nbr Volunteers	8	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2573178	ContributionsGrantsPriorYear
Contributions Grants Current Year	2272256	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2949125	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2683634	ProgramServiceRevenueCY
Investment Income Prior Year	10779	InvestmentIncomePriorYear
Investment Income Current Year	8738	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	5533082	TotalRevenuePriorYear
Total Revenue Current Year	4964628	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2484474	SalariesEtcPriorYear
Salaries Etc Current Year	2219398	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2083269	OtherExpensePriorYear
Other Expenses Current Year	2792457	OtherExpensesCurrentYear
Total Expenses Prior Year	4567743	TotalExpensesPriorYear
Total Expenses Current Year	5011855	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	965339	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-47227	RevenuesLessExpensesCY
Total Assets BOY	4543726	TotalAssetsBOY
Total Assets EOY	4337619	TotalAssetsEOY
Total Liabilities BOY	1379968	TotalLiabilitiesBOY
Total Liabilities EOY	1221088	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	3163758	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3116531	NetAssetsOrFundBalancesEOY
Mission Description	THE MISSION OF SAN BENITO HEALTH FOUNDATION IS TO PROVIDE QUALITY, AFFORDABLE PRIMARY HEALTH CARE, DENTAL CARE, AND OTHER PUBLIC HEALTH SERVICES.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2484825	Expense
Revenue	1913020	Revenue
Description	TO PROVIDE QUALITY AND AFFORDABLE HEALTHCARE TO QUALIFYING FAMILIES OF HOLLISTER, CALIFORNIA, AND THE SURROUNDING AREA. FOR THE YEAR ENDED JUNE 30, 2011, 20,029 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.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	660844	Expense
Revenue	0	Revenue
Description	WOMEN, INFANT AND CHILDREN (WIC) SERVICES IS A SIGNIFICANT PROGRAM AREA FOR THE ORGANIZATION. FOR THE YEAR ENDED JUNE 30, 2011, A MONTHLY CASE LOAD OF 2,456 AND ANNUAL SERVICE POPULATION OF 29,601 CASE LOADS WERE MAINTAINED.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1100141	Expense
Revenue	770614	Revenue
Description	DENTAL SERVICES FOR CHILDREN AND ADULTS ARE OFFERED AT SAN BENITO HEALTH FOUNDATION, AND FOR THE YEAR ENDED JUNE 30, 2011, 13,630 VISITS WERE PROVIDED.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	4245810	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	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	false	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
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	true	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	15	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	58	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
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
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	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	true	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	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ROSA VIVIAN FERNANDEZ	NamePerson
Telephone Number	8316375783	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	351 FELICE DRIVE	AddressLine1
City	HOLLISTER	City
State	CA	State
ZIP Code	95023	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
VICTORIA VASQUEZ
BOARD CHAIR	1.0	X	X	0	0	0
EUSEBIO RIVERA
BOARD MEMBER 10/2010 - 06/2011	1.0	X		0	0	0
ISABEL FLETES
BOARD MEMBER	1.0	X		0	0	0
MONICA MARSHALL
BOARD SECRETARY	1.0	X	X	0	0	0
VICKY MONTOYA
VICE CHAIR	1.0	X	X	0	0	0
JIM GIBSON
BOARD TREASURER	1.0	X	X	0	0	0
NATALIE VELAZQUEZ
BOARD MEMBER	1.0	X		0	0	0
BONITA VILLALOBOS-RIVERA
BOARD MEMBER BEG 05/2011	1.0	X		0	0	0
ROSA VIVIAN FERNANDEZ
PRESIDENT & CEO	40.0		X	164728	0	14223
JUMNAH THANAPATHY
CHIEF MEDICAL OFFICER	24.0			234846	0	30161	X
EDWIN ACOSTA
CHIEF DENTAL OFFICER	30.0			103558	0	6725		X
SONALI SHAH
PHYSICIAN	40.0			168657	0	5424		X
PATRICIA CLARKE
PHYSICIAN	32.0			117977	0	0		X
MANU CHAUDHRY
DENTIST	40.0			109321	0	6479		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	899087	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	63012	TotalOtherCompensation
Number Individuals GT100 K	6	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Description Of ServicesDescriptionOfServices	CompensationCompensation
BKD LLP
CONSULTING, TAX	200587
GODOFREDO TORRES
PHYSICIAN	127822

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
Government Grants	1750503	GovernmentGrants
All Other Contributions	521753	AllOtherContributions
Noncash Contributions	369681	NoncashContributions
Total Contributions	2272256	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT SERVICE REVENUE	624100	2605457	2605457
OTHER INCOME	624100	78177	78177

Field	Value	IRS element (for citing)
Total Program Service Revenue	2683634	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	8738	TotalRevenueColumn
Exclusion	$8,738	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

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

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

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4964628	TotalRevenueColumn
Related Or Exempt Function Income	2683634	RelatedOrExemptFunctionIncome
Exclusion	$8,738	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	443958	Total
Program Services	265007	ProgramServices
Management And General	178951	ManagementAndGeneral

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	1422076	Total
Program Services	1268298	ProgramServices
Management And General	153778	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	23269	Total
Program Services	23089	ProgramServices
Management And General	180	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	189286	Total
Program Services	154365	ProgramServices
Management And General	34921	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	140809	Total
Program Services	116947	ProgramServices
Management And General	23862	ManagementAndGeneral

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	21066	Total
Management And General	21066	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	248477	Total
Program Services	160683	ProgramServices
Management And General	87794	ManagementAndGeneral

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	515040	Total
Program Services	468295	ProgramServices
Management And General	46745	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	42982	Total
Program Services	39988	ProgramServices
Management And General	2994	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	294644	Total
Program Services	215893	ProgramServices
Management And General	78751	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	98430	Total
Program Services	72787	ProgramServices
Management And General	25643	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	81990	Total
Program Services	62824	ProgramServices
Management And General	19166	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	30325	Total
Program Services	30325	ProgramServices

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	39593	Total
Program Services	25301	ProgramServices
Management And General	14292	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	66716	Total
Program Services	44777	ProgramServices
Management And General	21939	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	213920	Total
Program Services	180148	ProgramServices
Management And General	33772	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	61303	Total
Program Services	57012	ProgramServices
Management And General	4291	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
BAD DEBT	288460	288460
LICENSES, DUES & SUBSCRIPTIONS	21889	17022	4867
RECRUITING	2472	2012	460
MEDICAL SUPPLIES & DRUGS	647914	647914
REPAIRS & MAINTENANCE	71032	62518	8514

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	46204	Total
Program Services	42145	ProgramServices
Management And General	4059	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	5011855	Total
Program Services	4245810	ProgramServices
Management And General	766045	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	800	BOY
EOY	800	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1084906	BOY
EOY	740023	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	525951	BOY
EOY	469235	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	236418	BOY
EOY	161756	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	59672	BOY
EOY	111856	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	38259	BOY
EOY	56976	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	4455036	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1658063	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2597720	BOY
EOY	2796973	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4543726	BOY
EOY	4337619	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	239787	BOY
EOY	285461	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1074493	BOY
EOY	935627	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	65688	BOY
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1379968	BOY
EOY	1221088	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3163758	BOY
EOY	3116531	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3163758	BOY
EOY	3116531	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4543726	BOY
EOY	4337619	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-47227	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	956075	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1848006	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1868579	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2573178	CurrentTaxYearMinus1Year
Current Tax Year	2272256	CurrentTaxYear
Total	9518094	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	956075	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1848006	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1868579	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2573178	CurrentTaxYearMinus1Year
Current Tax Year	2272256	CurrentTaxYear
Total	9518094	Total

Field	Value	IRS element (for citing)
Public Support Total170	9518094	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	13851	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	19848	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18014	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10779	CurrentTaxYearMinus1Year
Current Tax Year	8738	CurrentTaxYear
Total	71230	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4418	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	20	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	40482	CurrentTaxYearMinus2Years
Total	44920	Total

Field	Value	IRS element (for citing)
Total Support	9634244	TotalSupport
Gross Receipts From Admissions Etc	11753054	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.98794	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.98315	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Not Described In501c3	false	NotDescribedIn501c3
Form4720 Filed4912 Tax	false	Form4720Filed4912Tax

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	OTHER ACTIVITIES	Identifier
Return Reference	SCHEDULE C, PART II-B, LINE 1I	ReturnReference
Explanation	THE ORGANIZATION PAYS ANNUAL DUES TO THE CALIFORNIA PRIMARY CARE ASSOCIATION; A PORTION OF DUES MAY BE ATTRIBUTABLE TO LOBBYING.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	491887	OtherCostOrOtherBasis
Book Value	491887	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2035757	OtherCostOrOtherBasis
Depreciation	955566	Depreciation
Book Value	1080191	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	749217	OtherCostOrOtherBasis
Depreciation	94337	Depreciation
Book Value	654880	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1052693	OtherCostOrOtherBasis
Depreciation	608160	Depreciation
Book Value	444533	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	125482	OtherCostOrOtherBasis
Book Value	125482	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2796973	TotalOfBookValueLandBuildings
Total Revenue	4964628	TotalRevenue
Total Expenses	5011855	TotalExpenses
Excess Or Deficit For Year	-47227	ExcessOrDeficitForYear
Excess Or Deficit Per FS	-47227	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4964628	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	4964628	RevenueSubtotal
Total Revenue Per Form990	4964628	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	5011855	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	5011855	ExpensesSubtotal
Total Expenses Per Form990	5011855	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	UNCERTAIN TAX POSITIONS	Identifier
Return Reference	SCHEDULE D, PART X, LINE 2	ReturnReference
Explanation	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, 2011, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	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	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ROSA VIVIAN FERNANDEZ
151988	0	51	0	12689	0	4712	0	9511	0	178951	0	0	0
JUMNAH THANAPATHY
234795	0	51	0	0	0	0	0	30161	0	265007	0	0	0
SONALI SHAH
164963	0	0	0	3694	0	0	0	5424	0	174081	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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.
OTHER REPORTABLE COMPENSATION	SCHEDULE J, PART II, COLUMN (B)(III)	OTHER REPORTABLE COMPENSATION REPORTED FOR ROSA VIVIAN FERNANDEZ AND SONALI SHAH REPRESENTS PTO CASH OUT PAYMENTS MADE IN 2010.

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArt
Art Historical Treasures		ArtHistoricalTreasures
Art Fractional Interest		ArtFractionalInterest
Books And Publications		BooksAndPublications
Clothing And Household Goods		ClothingAndHouseholdGoods
Cars And Other Vehicles		CarsAndOtherVehicles
Boats And Planes		BoatsAndPlanes
Intellectual Property		IntellectualProperty
Securities Publicly Traded		SecuritiesPubliclyTraded
Securities Closely Held Stock		SecuritiesCloselyHeldStock
Securities Prtnrshp Trust Intrsts		SecuritiesPrtnrshpTrustIntrsts
Securities Miscellaneous		SecuritiesMiscellaneous
Qualified Contrib Hist Struct		QualifiedContribHistStruct
Qualified Contrib Other		QualifiedContribOther
Real Estate Residential		RealEstateResidential
Real Estate Commercial		RealEstateCommercial
Real Estate Other		RealEstateOther
Collectibles		Collectibles
Food Inventory		FoodInventory

Drugs And Medical Supplies DrugsAndMedicalSupplies

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	369681	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Taxidermy		Taxidermy
Historical Artifacts		HistoricalArtifacts
Scientific Specimens		ScientificSpecimens
Archaeological Artifacts		ArchaeologicalArtifacts
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	NON-CASH CONTRIBUTIONS	Identifier
Return Reference	SCHEDULE M, PART I, LINE 20	ReturnReference
Explanation	ALL VACCINE CONTRIBUTIONS WERE PROVIDED THROUGH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1	THE MISSION OF SAN BENITO HEALTH FOUNDATION IS TO PROVIDE QUALITY, AFFORDABLE PRIMARY HEALTH CARE, DENTAL CARE, AND OTHER PUBLIC HEALTH SERVICES TO THE UNDER-SERVED POPULATIONS OF SAN BENITO COUNTY IN AN EMPATHETIC, CULTURALLY-SENSITIVE MANNER, AT RATES THAT ARE CONSISTENT WITH A CLIENT'S ABILITY TO PAY. THE FOUNDATION WILL COLLABORATE WITH OTHER AGENCIES, INDIVIDUALS, AND ORGANIZATIONS TO INSURE ACCESSIBILITY OF SPECIALTY CARE TO MEMBERS OF THE COMMUNITY WHO ARE TRADITIONALLY UNDER-SERVED, DUE TO LIMITED INCOME, RESOURCES, CULTURAL AND LANGUAGE BARRIERS. SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS IN A PRIOR YEAR TO CHANGE THE NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS FROM 11 TO A RANGE OF 9 TO 11. THE CHANGE ALSO LIMITED OFFICERS TO A 1 YEAR TERM IN OFFICE, AS WELL AS A LIMITATION OF 4 CONSECUTIVE TERMS IN THE SAME OFFICE.
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 BI-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 MARCH 2010. 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 AUGUST 2011. THE CEO EVALUATES KEY MANAGEMENT STAFF ON AN 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. BOARD OF DIRECTORS FORM 990, PART VII, SECTION A AS OF JUNE 30, 2011, THERE WERE TWO VACANCIES ON THE BOARD OF DIRECTORS. THESE VACANT POSITIONS WERE FILLED IN SEPTEMBER 2011.
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.