2011-04-18T12:17:11-05:00 2010-04-30 vasquez & company LLP 801 S GRAND AVE SUITE 400 LOS ANGELES CA 90017 990 2009-05-01 952810095 Altamed Health Services Corporation ALTA 3238897300 500 CITADEL DRIVE No 490 LOS ANGELES CA 90040 JOSE ESPARZA 3238897300 2011-04-19 1 GILBERT VASQUEZ 2136299094 2009 2016-02-24 21:20:13Z JOSE ESPARZA 500 CITADEL DRIVE 490 LOS ANGELES CA 90040 183141524 0 X HTTP://WWW.Altamed.org X 1970 CA to eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world class delivery system for latino , multi-ethnic and underserved comunities in southern california.vision: to be the leading community based provider of quality health care and human services 12 12 2058 83 0 0 23519217 24077647 105414388 153273178 555378 210342 1470693 1298794 130959676 178859961 0 0 64729129 82455069 26225 0 847141 62929911 85269257 127685265 167724326 3274411 11135635 87747354 112000907 32769526 42662854 54977828 69338053 to eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world class delivery system for latino, multi-ethnic and underserved communities in southern california. 0 0 89230122 89720195 primary healthcare and dental care. altamed operates a total of 21 primary care clinics in the greater los angeles area with 13 clinics in los angeles county an 8 clinics in orange county serving nearly 100,000 patients per year. altamed also operates five dental clinics and two portal dental units serving over 12,000 adults and children. providing integrated services along a continuum of care from perinatal services, pediatric and adolescent care and specilaty care including women's health and geriatric medicine and health for the frail and non-frail elderly, altamed delivers comprehensive care to the whole family. along with its preventive and primary care services, altamed specializes in services that include a pediatric and adolescent obesity program and a chronic disease management program. other services include laboratory testing, radiologic screening and pharmacy services. health services are also supported by a community outreach and health education team promoting healthy behaviors and advancing the overall health and well-being among those living in medically-underserved communities. 68547994 76395653 long term care. each year , over 3,500 frail and elderly seniors and disabled adults are supported by a menu of services through altamed's seven adult day health centers ( adhc) and three program of all-inclusive care for the elderly ( pace) sites. services include primary care/geriatric medicine nursing care, rehabilitation therapy, family support interventions, counseling, medication management , nutrition education and social activities. altamed also provides specialized in-home supportive programs and services that enhance the lives of nearly 4,500 seniors living independently in the community or who are at-risk of institutionalized care. 8885718 9216932 hiv services. altamed operates three HIV primary care clinics in los angeles county providing hiv prevention and care services in urban latino communities. altamed maintains a diverse menu of hiv/aids services that serve more than 1,000 hiv-positive patients each year and includes: medical outpatient services , case mangement , prevention case management , family case management , counseling and testing , clinical trials, aids drug assistance program enrollment, hiv treatment , education and advocacy , mental health support and health education/risk reduction services. 213351 4570425 (i) youth services. altamed provides an array of youth services to over 3,500 at-risk teens and young adults in medically-underserved communities each year. services include: pregnancy and std prevention programs, leadership development , health education and information workshops , linkages to clinical services, case manaagement for pregnant/parenting teens ; parenting education; family planning ; support for parenting teens to help them stay in school ; and life-skills development; (ii)drug treatment. over 300 patients each year are treated through altamed's outpatient methadone clinic and receive detoxification, counseling, and case management to treat heroin addiction. 213351 4570425 166877185 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1400 0 1 2058 1 0 0 0 0 0 0 0 0 0 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X X JOSE ESPARZA CFO 3238897300 500 CITADEL DRIVE 490 LOS ANGELES CA 90040 STUART GRAY 1.20 X 0 0 0 KATHERINE AGUILIAR-PEREZ 0.70 X 0 0 0 MARTIN GALLEGOS 0.70 X 0 0 0 AYALA ALICIA 0.70 X 0 0 0 FONSECA ANA 0.70 X 0 0 0 GLORIA CARRILLO ZAMORA 0.70 X 0 0 0 JUDITH HERMAN 0.70 X 0 0 0 frANK MEZA md 0.70 X 0 0 0 GREGORY VALENZUELA 0.70 X 0 0 0 SHIRLEY DETTLOFF 0.70 X 0 0 0 LILIANA RAMIREZ 0.70 X 0 0 0 JANICE FAUCHIER 0.70 X 0 0 0 CASTULO DELA ROCHA 40.00 X 750587 0 19988 MARIE TORRES 40.00 X 284918 0 9486 KURT STAUDER 40.00 X 312997 0 10473 ZOILA ESCOBAR 40.00 X 252229 0 8237 JOSE U ESPARZA 40.00 X 458441 0 15877 ANGELA ROBERTS 40.00 X 216556 0 6750 james cruz 40.00 X 87870 0 1200 robert turner 40.00 X 211025 0 0 tHOMAS BRIA 40.00 X 41731 0 1669 CARPIO FELIX 40.00 X 221161 0 8204 SOPHIA GUEL-VALENZUELA 40.00 X 0 0 0 PUERTAS RICARDO 40.00 X 234598 0 8868 THOMAS FARNHAM 40.00 X 205461 0 7993 ajaykumar amin 40.00 X 253053 0 1830 mansoor radparvar 40.00 X 256981 0 0 3787608 0 100575 292 0 1 0 healthnet file 52617 lOS ANGELES CA 90074 group health insurance 4503726 nationwide trust co po box 4685 columbus OH 43271 ppension administrator for employees 3959194 EMPIRE TRANSPORTATION INC 8800 PARK STREET BELLFLOWER CA 90706 TRANSPORTATION SERVICES 3704598 liberty mutual insurance company po box 7247-0109 philadelphia PA 19170 worker's compensation insurance carrier 2444423 children's hospital LA medical group 6430 sunset blvd 600 lOS ANGELES CA 90028 primary care provider services 2257899 131 881488 19580932 3615227 27512 24077647 PATIENT FEES 624100 77571760 77571760 CONTRACTUAL SERVICES 624100 75701418 75701418 153273178 210342 210342 5014557 4281563 732994 732994 OTHER CONTRACT SERVICE 624100 415836 415836 REFUND/REIMBURSEMENT/D 900099 149964 149964 565800 178859961 154571972 0 210342 3787608 3787608 62095871 62095871 1553363 1553363 9874243 9874243 5143984 5143984 1735219 1735072 147 5155253 5155253 507183 507183 830364 830364 3449109 3449109 1600208 1599808 400 Specialty SERVICES 27242490 27242490 MEDICAL SERVICES 9352713 9352713 ADMINISTRATIVE SERVICES 7924424 7664040 260384 MEDICAL SUPPLIES 5718912 5718912 BAD DEBT 5019776 5019776 16733606 16147396 586210 167724326 166877185 0 847141 17233735 37865603 5155704 3562060 14409396 15654974 114187 6406501 108309 116709 2215828 1159864 53690404 17862694 34131260 35827710 7870276 6128042 3622240 2399755 402744 2886419 2476945 87747354 112000907 6816926 8086888 12063807 11320189 939500 768418 12949293 22487359 32769526 42662854 X 52197649 66986956 2780179 2351097 54977828 69338053 87747354 112000907 X 0 1 1 X 1 1 X 15656457 17665784 21629722 23942882 24077647 102972492 57310770 65908914 85263960 105414388 153273178 467171210 72967227 83574698 106893682 129357270 177350825 570143702 0 0 0 570143702 886466 1372709 1235162 555378 210342 4260057 886466 1372709 1235162 555378 210342 4260057 3719715 4620778 2479473 1047028 565800 12432794 77573408 89568185 110608317 130959676 178126967 586836553 0.97160 0.96090 0.00730 0.00920 X 1 1 0 1 0 0 1 1 2836 1 223020 225856 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: The organization incurred the total advocacy expenses noted above to inform and educate the public on health care issues for the community health care center indigent patients and in particular , those without health insurance. in addition, amounts were paid to service providers for lobbying activities. 8631587 8631587 22917433 6033443 16883990 6359261 2469754 3889507 15782123 9359497 6422626 0 35827710 Accrued vacation 3657206 Claims payable 7652346 accrued salaries and employee benefits 2703009 Grant and contract advances 2311034 CURRENT PORTION OF CAPITALIZED LEASE OBLIGATION 103848 CURRENT PORTION OF LONG TERM DEBT 1059916 BANK REVOLVING LINE OF CREDIT 5000000 22487359 178859961 167724326 11135635 2951937 272653 3224590 14360225 186366114 7506153 7506153 178859961 0 178859961 172005889 4281563 4281563 167724326 0 167724326 Part XI, Line 8 - Other Adjustments: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP: 272653. Part XII, Line 2d - Other Adjustments: NET UNREALIZED GAIN ON INVESTMENTS: 2951937. CHANGE IN FAIR VALUE: 272653. PHARMACY INVENTORY SALES: 4281563. Part XIII, Line 2d - Other Adjustments: COST OF SALES - PHARMACY SUPPLIES: 4281563. 1 X X X X X 0 1 0 0 0 0 0 1 0 CASTULO DELA ROCHA 520458 0 202401 0 27728 0 19988 0 0 0 770575 0 0 0 MARIE TORRES 229716 0 43202 0 12000 0 9486 0 0 0 294404 0 0 0 KURT STAUDER 202938 0 54450 0 55609 0 10473 0 0 0 323470 0 0 0 ZOILA ESCOBAR 208360 0 32869 0 11000 0 8237 0 0 0 260466 0 0 0 JOSE U ESPARZA 244810 0 83150 0 130481 0 15877 0 0 0 474318 0 0 0 ANGELA ROBERTS 178956 0 30600 0 7000 0 6750 0 0 0 223306 0 0 0 james cruz 47300 0 0 0 40570 0 1200 0 0 0 89070 0 0 0 robert turner 172099 0 28926 0 10000 0 0 0 0 0 211025 0 0 0 tHOMAS BRIA 38134 0 0 0 3597 0 1669 0 0 0 43400 0 0 0 CARPIO FELIX 216311 0 1000 0 3850 0 8204 0 0 0 229365 0 0 0 PUERTAS RICARDO 217598 0 17000 0 0 0 8868 0 0 0 243466 0 0 0 THOMAS FARNHAM 198395 0 3625 0 3441 0 7993 0 0 0 213454 0 0 0 ajaykumar amin 247353 0 5700 0 0 0 1830 0 0 0 254883 0 0 0 mansoor radparvar 249859 0 7122 0 0 0 0 0 0 0 256981 0 0 0 Part I, Line 4a at the present time the president and ceo is eligible for the organization's Supplemental Executive Retirement Plan ; funding of this plan is discretionary and assets of the plan are subject to the claims of creditors . No amounts were set aside for calendar year 2009 . Part I, Line 7 altamed maintains a discretionary executive and director level bonus program that awards incentive compensation based on achievement of certain organizational objectives including financial, operational, quality and mission objectives during the fiscal year. members of the executive and director leadership team are evaluated annually for their ability to meet those organizational objectives to arrive at the incentive amount, if any, for the fiscal year. overall altamed must achieve specific financial goals before any incentives can be earned and paid. Supplemental Information Part III the chief financial officer's bonus and incentive compensation ( part ii, column (b ) (ii) includes $47,600 of compensation for 2008, paid in 2009. additionally, other reportable compensation ( part ii, column (b) (iii) includes $36,494 and $72,987 of retroactive salary adjustments for the periods july 1, 2007 - december 31, 2007 and january 1, 2008-december 31, 2008 ,respectively, paid in 2009. such amounts were not previously reported on prior year form 990's and were approved in 2009 to adjust compensation to the 50th percentile of executive compensation surveys. california statewide communities development authority 2007-12-01 9012000 FINANCE THE COST OF ACQ,CONSTRUCTION,IMPROVEMENT & EQUIPPING OF FACILITIES 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 bank of the west 15.000000000000 0 0 0 X for special events 35 80196 fair market value 0 1 0 Form 990, Part VI, Section B, line 11 ALTAMED HEALTH SERVICES CORPORATION OUTSIDE AUDITORS AND FINANCE STAFF PREPARE FORM 990. THE FORM IS THEN REVIEWED AND APPROVED BY THE ORGANIZATION president and ceo AND CHIEF FINANCIAL OFFICER. THE FORM IS THEN SENT TO THE FULL BOARD BEFORE FILING. Form 990, Part VI, Section B, line 12c ALTAMED HEALTH SERVICES CORP. (AHSC) REQUIRES ALL EMPLOYEES TO DISCLOSE, AT LEAST ANNUALLY, ALL SOURCES OF INCOME FROM COMPENSATION OR FROM OWNERSHIP OF EVERY OUTSIDE ENTITY THAT (A) SOLD, SUPPLIED OR PROVIDED SERVICES (B) OPERATED A COMPETING ENTERPRISE OR (C) PROVIDED GOODS OR SERVICES TO AHSC IN THE LAST SIX MONTHS. AHSC ALSO REQUIRES ALL DIRECTORS TO ANNUALLY SIGN A STATEMENT AFFIRMING (A) RECEIPT OF AHSC CONFLICT OF INTEREST POLICY (B) UNDERSTANDING OF THE POLICY AND (C) AGREEMENT WITH THE POLICY. AHSC CONFLICT OF INTEREST POLICY DESCRIBES HOW AHSC WILL RESOLVE POSSIBLE CONFLICTS OF INTEREST. Form 990, Part VI, Section B, line 15 the board of directors compensation committee has engaged a nationally recognized independent compensation consultant firm to review its executive and non-executive salaries. the firm undertakes specific protocols and obtain vast organizational data from numerous companies and peer groups and then render a "reasonableness" opinion to the board of directors. the firm's process includes a review of compensation of other similarly constituted companies, trends, the organization's present compensation packages including cash and non-cash benefits , the methodology and philosophy used for the assessment and the total compensation analysis. Additionally, market benefit and recruitment and retention trends are considered and evaluated. the opinions are provided to the board's compensation committee, which is comprised of independent directors. the compensation committee is provided with a regional peer group that includes most comparably sized california non profit and some for profit healthcare organizations. the opinions are based on comparability data from national and regional data bases, from which comparisons of the organization's executive compensation with peer group compensation levels can be made, which is provided to the compensation committee in its report. the compensation committee is presented with data that compares the organization's compensation packages to the level targeted in the compensation philosophy. based upon the totality of the data garnered by the consulting firms, the compensation committee is provided with recommended base salary and benefit ranges for the period assessed. the compensation committee deliberates on the data it has been provided to assess it is appropriate in representing compensation levels with similar organizations, positions and circumstances and that it represents fair market value for services rendered on a realistic basis. the compensation committee then provides its recommendations to the board of directors. the board of directors is provided with all available information and the opinions of the experts and deliberates and discusses the recommendations as it deems appropriate to properly assess the compensation levels of its executives and other employees. Form 990, Part VI, Section C, line 19 SOME OR ALL OF THESE ITEMS MAY BE AVAILABLE UPON REQUEST.