2012-03-01T14:51:49-06:00 2011-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2010-07-01 942299959 SAN BENITO HEALTH FOUNDATION SANB 8316375306 351 FELICE DR HOLLISTER CA 95023 ROSA VIVIAN FERNANDEZ 2012-01-28 true Brian D Todd 4178658701 2010 2016-02-24 21:20:13Z ROSA VIVIAN FERNANDEZ 351 FELICE DRIVE HOLLISTER CA 950233361 4964628 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. 8 8 58 8 0 0 2573178 2272256 2949125 2683634 10779 8738 0 0 5533082 4964628 0 0 0 0 2484474 2219398 0 0 0 2083269 2792457 4567743 5011855 965339 -47227 4543726 4337619 1379968 1221088 3163758 3116531 THE MISSION OF SAN BENITO HEALTH FOUNDATION IS TO PROVIDE QUALITY, AFFORDABLE PRIMARY HEALTH CARE, DENTAL CARE, AND OTHER PUBLIC HEALTH SERVICES. false false 2484825 1913020 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. 660844 0 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. 1100141 770614 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. 4245810 true true false true 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 15 0 true 58 true false false false false false false false false false false X 8 8 false false true 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 X VICTORIA VASQUEZ 1.0 X X 0 0 0 EUSEBIO RIVERA 1.0 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 BONITA VILLALOBOS-RIVERA 1.0 X 0 0 0 ROSA VIVIAN FERNANDEZ 40.0 X 164728 0 14223 JUMNAH THANAPATHY 24.0 X 234846 0 30161 EDWIN ACOSTA 30.0 X 103558 0 6725 SONALI SHAH 40.0 X 168657 0 5424 PATRICIA CLARKE 32.0 X 117977 0 0 MANU CHAUDHRY 40.0 X 109321 0 6479 899087 0 63012 6 false true false BKD LLP CONSULTING, TAX 200587 GODOFREDO TORRES PHYSICIAN 127822 2 1750503 521753 369681 2272256 NET PATIENT SERVICE REVENUE 624100 2605457 2605457 OTHER INCOME 624100 78177 78177 2683634 8738 8738 0 0 0 0 0 0 0 4964628 2683634 8738 0 0 0 0 443958 265007 178951 0 1422076 1268298 153778 23269 23089 180 189286 154365 34921 140809 116947 23862 0 21066 21066 248477 160683 87794 0 0 0 515040 468295 46745 42982 39988 2994 294644 215893 78751 98430 72787 25643 0 81990 62824 19166 30325 30325 0 39593 25301 14292 66716 44777 21939 0 213920 180148 33772 61303 57012 4291 BAD DEBT 288460 288460 LICENSES, DUES & SUBSCRIPTIONS 21889 17022 4867 RECRUITING 2472 2012 460 MEDICAL SUPPLIES & DRUGS 647914 647914 REPAIRS & MAINTENANCE 71032 62518 8514 46204 42145 4059 5011855 4245810 766045 0 800 800 1084906 740023 525951 469235 236418 161756 59672 111856 38259 56976 4455036 1658063 2597720 2796973 4543726 4337619 239787 285461 1074493 935627 65688 0 1379968 1221088 X 3163758 3116531 3163758 3116531 4543726 4337619 -47227 X false true true X true true X 956075 1848006 1868579 2573178 2272256 9518094 956075 1848006 1868579 2573178 2272256 9518094 9518094 13851 19848 18014 10779 8738 71230 4418 20 40482 44920 9634244 11753054 0.98794 0.98315 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false false OTHER ACTIVITIES SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION PAYS ANNUAL DUES TO THE CALIFORNIA PRIMARY CARE ASSOCIATION; A PORTION OF DUES MAY BE ATTRIBUTABLE TO LOBBYING. 491887 491887 2035757 955566 1080191 749217 94337 654880 1052693 608160 444533 125482 125482 2796973 4964628 5011855 -47227 -47227 4964628 4964628 4964628 5011855 5011855 5011855 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, 2011, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. X X X X false false false false false false false true false 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 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. X 1 369681 FMV 0 false false false NON-CASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 20 ALL VACCINE CONTRIBUTIONS WERE PROVIDED THROUGH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH. 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.