2011-02-14T15:03:01-06:00 2010-03-31 MOSS ADAMS LLP ONE CALIFORNIA STREET 4TH FLOOR SAN FRANCISCO CA 94111 990 2009-04-01 953655256 Casa Colina Inc CASA 9095967733 255 E Bonita Ave PO Box 6001 Ponoma CA 917696001 Felice L Loverso 9095967733 2011-02-10 1 4159561500 2009 2016-02-24 21:20:13Z FELICE L LOVERSO 255 E Bonita Ave PO Box 6001 Ponoma CA 917696001 35217602 0 X www.casacolina.org X 1981 CA It is the mission of Casa Colina, Inc. and its affiliates to provide individuals the opportunity to maximize their rehabilitation potential efficiently and effectively in an environment that recognizes their uniqueness, dignity and self esteem. 25 22 698 0 0 0 0 5868524 4487266 41722 7130 28657011 30723206 34567257 35217602 0 0 33094394 33780602 0 0 1472863 1437000 34567257 35217602 0 0 7554387 7789940 6702167 6937720 852220 852220 It is the mission of Casa Colina, Inc. and its affiliates to provide individuals the opportunity to maximize their rehabilitation potential efficiently and effectively in an environment that recognizes their uniqueness, dignity and self esteem.To achieve these objectives Casa Colina, Inc. manages its resources in terms of staff, services and quality care both effectively and efficiently. In order to maintain financial strength Casa Colina, Inc. continues to strategically reposition itself at the forefront of the post acute continuum by becoming the excellence of excellence in the provision of services to persons who can benefit from such care. 0 0 34284297 35210472 See Schedule O. 34284297 1 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 111 0 698 1 0 0 0 0 0 0 0 0 0 25 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X Felice L Loverso 9095967733 255 E Bonita Ave Pomona CA 917696001 Felice L Loverso PhD 6.00 X X 930467 0 80500 Samuel P Crowe 0.50 X 0 0 0 Steve Norin 0.50 X 0 0 0 Mary Lou Jensen 0.50 X 0 0 0 Steve Graber 0.50 X 0 0 0 Donald A Driftmier CPA 0.50 X 0 0 0 Frank S Alvarez 0.50 X 0 0 0 Rollyn M Butler 0.50 X 0 0 0 William P Dwrye 0.50 X 0 0 0 George E Langley 0.50 X 0 0 0 Gary Lastinger 0.50 X 0 0 0 April M Morris 0.50 X 0 0 0 Cameron Saylor 0.50 X 0 0 0 Gene Tanzey 0.50 X 0 0 0 Joe Unis MD 0.50 X 0 0 0 Mark Warren 0.50 X 0 0 0 Jim Henwood 0.50 X 0 0 0 Gary Cripe 0.50 X 0 0 0 Acquanetta Warren 0.50 X 0 0 0 Robert Balzer 0.50 X 0 0 0 Randy Blackman 0.50 X 0 0 0 Christopher Chalian MD 0.50 X 0 0 0 Robb Quincey 0.50 X 0 0 0 Thomas Reh 0.50 X 0 0 0 John Rountree 0.50 X 0 0 0 John S Cherry 6.00 X 364819 0 11122 Jennyfer Poduska 0.50 X 208783 0 10486 Rodney Peek 0.50 X 213619 0 10045 Bethlyn Nunn 0.50 X 153415 0 14230 David Patterson MD 0.50 X 176043 0 9750 Bonnie Scudder 0.50 X 167354 0 8997 2214500 0 145130 16 0 1 0 Gasperoni Healthcare Consulting 42414 Adams Street Bermuda Dunes CA 92203 Payer Contracting Services 138827 Moss Adams 2030 Main St ste 1400 Irvine CA 92614 Auditing Services 128897 2 Program Services 900099 4487266 4487266 4487266 7130 7130 Intercompany services 900099 30723206 30723206 30723206 35217602 35210472 0 7130 1103325 260652 842673 24311010 24311010 645700 645700 5516948 5516948 2203619 2179709 23910 37382 37382 119687 119687 27374 21230 6144 209224 209224 31183 2471 28712 18124 18124 11652 11652 84606 84606 64184 64184 Outside SERVICES 445776 429398 16378 Miscellaneous 344177 341770 2407 Printing & Publications 27828 18879 8949 Telephone 9639 6824 2815 Equipment Rental 6164 4847 1317 35217602 34284297 933305 0 2826786 3194173 2981 2983 18763 48409 179062 80051 1308885 849817 521121 459068 4005674 4005256 7554387 7789940 6430872 6670586 196570 192410 74725 74724 6702167 6937720 X 852220 852220 852220 852220 7554387 7789940 X 0 1 1 X 0 X X X 0 0 0 CCHRM Inc 951643989 3 1 1 1 2809734 CCCRF 953655255 7 1 1 1 549270 CCCORS 953266014 7 1 1 1 200467 CCPRC 953766274 11-i 1 1 1 12000 Padua Village Inc 953713170 7 1 1 1 320791 CCCR Inc 953392219 7 1 1 1 595004 6 4487266 X 14202 14202 114356884 114371086 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5374 21933 20817 14202 62326 250000 250000 250000 250000 1000000 1500000 1308885 849817 459068 459068 Ca Health Facilities Financing Authority Rev Bonds, Series 2001 5256 Receivables due from related affiliates 4000000 4005256 Payable due to related affiliates 74724 74724 35217602 35217602 0 0 0 -29 0 -29 35217631 35217631 35217602 -29 0 -29 35217631 35217631 35217602 Part X: Description of Uncertain Tax Positions Under FIN 48: The Company adopted the provisions of FASB Accounting Standards Codification (ASC) 740-10, Income Taxes, relating to accounting for uncertain tax positions on April 1, 2009 which had no financial statement impact to the Company. The Company recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Part XII, Line 4b - Other Adjustments: Support services to affiliates: 30723206. Operating Transfer Reclassified from Expenses: 4487266. Other non-Operating Expenses Reclassified to Revenues: 7130. Other Operating Expenses Reclassified to Revenues: 29. Part XIII, Line 4b - Other Adjustments: Support services to affiliates: 30723206. Operating Transfer Reclassified to REvenues: 4487266. Other non-Operating Expenses Reclassified to Revenues: 7130. Other Operating Expenses Reclassified to Revenues: 29. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Felice L Loverso PhD 630467 0 300000 0 0 0 66573 0 13927 0 1010967 0 0 0 John S Cherry 210652 0 50000 0 104167 0 3600 0 7522 0 375941 0 0 0 Jennyfer Poduska 187353 0 21430 0 0 0 9906 0 580 0 219269 0 0 0 Rodney Peek 194619 0 19000 0 0 0 10007 0 38 0 223664 0 0 0 Bethlyn Nunn 143415 0 10000 0 0 0 8491 0 5739 0 167645 0 0 0 David Patterson MD 166043 0 10000 0 0 0 3195 0 6555 0 185793 0 0 0 Bonnie Scudder 148854 0 18500 0 0 0 8630 0 367 0 176351 0 0 0 Part I, Line 1a President and CEO'S wife's travel expenses are paid by the company, pursuant to his employment agreement. Form 990, Part VI, Section B, line 11 Form 990 was reviewed by independent accounting firm for accuracy and completeness. After which time, a copy of the Form 990 was available for review by the Board of Directors prior to filing the form with The Internal Revenue Service. Form 990, Part VI, Section B, line 12c Governance committee of the board reviews disclosure forms on an annual basis. In addition, the ratio of interested and disinterested directors is closely monitored. Interested directors are not allowed to hold office or serve on the audit committee. Finally, a protocol has been established that prevents the conversion of a current disinterested director to an interested director. Form 990, Part VI, Section B, line 15a The Board of Directors review the compensation package of the Chief Executive Officer on an annual basis. The Board uses an outside independent compensation firm to assist the board with is responsibility to review the compensation for reasonableness. Form 990, Part VI, Section C, line 19 Financial Statement information is made available to the public for inspection via the Guidestar website. In addition, audited financial information is provided to the public for the purpose of grant awards upon request as necessary. 990, PART VII, SECTION A, COLUMN B HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FELICE L. LOVERSO'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. 6.00 Casa Colina Centers for Rehabilitation Foundation 6.00 Casa Colina Center for Rehabilitation Inc 6.00 Casa Colina Comprehensive Outpatient Rehabilitative Services 6.00 Padua Village, Inc. 6.00 Casa Colina Peninsula Rehabilitation Center 4.00 Casa Colina Hospital for Rehabilitative Medicine 6.00 JOHN S. CHERRY'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. 6.00 Casa Colina Centers for Rehabilitation Foundation 6.00 Casa Colina Center for Rehabilitation Inc 6.00 Casa Colina Comprehensive Outpatient Rehabilitative Services 6.00 Padua Village, Inc. 6.00 Casa Colina Peninsula Rehabilitation Center 4.00 Casa Colina Hospital for Rehabilitative Medicine 6.00 JENNYFER PODUSKA'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. .50 Casa Colina Center for Rehabilitation Inc 9.50 Casa Colina Hospital for Rehabilitative Medicine 30.00 DAVID PATTERSON'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. .50 Casa Colina Center for Rehabilitation Inc 9.50 Casa Colina Comprehensive Outpatient Rehabilitative Services 10.00 Padua Village, Inc. 10.00 Casa Colina Hospital for Rehabilitative Medicine 10.00 BETHLYN NUNN'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. .50 Casa Colina Centers for Rehabilitation Foundation 7.50 Casa Colina Hospital for Rehabilitative Medicine 32.00 CHRISTOPHER CHALIAN'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. .25 Casa Colina Hospital for Rehabilitative Medicine .25 BONNIE SCUDDER'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. .50 Casa Colina Centers for Rehabilitation Foundation 33.50 RODNEY PEEK'S TIME IS DIVIDED AS FOLLOWS: Hours Casa Colina Inc. .50 Casa Colina Center for Rehabilitation Inc 9.50 Casa Colina Comprehensive Outpatient Rehabilitative Services 10.00 Padua Village, Inc. 20.00 FOrm 990, Part XI, Line 2C Audit Committee and Oversight There have been no changes to this process from the prior year. FOrm 990, Part III, Line 4a Program Service Accomplishments During the fiscal year Casa Colina, Inc. provided support services to all of its affiliates. Said services and support consisted of accounting, payroll, human resources, management information systems, contracting, public relations, and billing and collections services to these six (6) affiliates. In support to the affiliates Casa Colina, Inc. incurred $4,494,396 in expenses. The expenses are charged to the affiliates based on a formula and usage of services. As a result of these necessary support services the affiliates were able to provide medical, residential and recreational services to the patients served. The results were the following: Hospital acute inpatients = 21,994 Inpatient days Hospital outpatient visits = 79,160 Visits Outpatient services to children with various diagnosis = 12,608 Visits Residential inpatient services to short term/long term care = 44,692 Residential services Other outpatient rehabilitation services for brain injured patient services = 3,758 Visits Adult day health care persons served = 16,526 Visits Casa Colina, Inc. and its affiliates had 186 beds during the fiscal year consisting of: 68 hospital acute rehabilitation beds; 26 short term residential; 83 long term residential and 10 long term semi independent beds. The services which Casa Colina, Inc. supported consisted of: Adult Day Health Care which provides a medically-directed program for adults with disability who cannot stay at home safely on their own during the day, while family members or caregivers are not available. A full day program of physical and cognitive activities is provided with opportunities for socialization and self expression. Brain injury services provide a continuum of care for individuals with brain or severe head injuries. The continuum includes: (a) acute rehabilitation for individuals who respond more consistently to stimulation or engage in some form of communication, (b) residential or day program transitional living for patients who have finished acute therapy but still need assistance in learning the skills necessary to re-enter living with family or another community setting or returning work, (c) outpatient therapy that focuses on restoring physical, communicative, psychosocial or neuropsychological skills, and (e) residential programs for those who will continue to need a supervised living situation. Burn Rehabilitation Services provides rehabilitation for individuals who have experienced severe burns. Services vary, and multidisciplinary clinics and services such as amputee, internal medicine, foot and gait, and women's health are coordinated. Children's Services provides outpatient rehabilitation services for children age three months to 16 years including specialized programs for infant development, autism and pediatric orthopedics at the Children's Services Center. The After School Activities Program (ASAP) provides socialization, enrichment and opportunities for success for children with disabilities attending regular schools. A high degree of cooperation is maintained with all local school systems. Specialized services are provided for specific diagnoses, such as brain injury, osteogenesis imperfecta, cerebral palsy, muscular dystrophy, spina bifida and spinal cord injury, as well as therapies for general rehabilitation. General Rehabilitation provides care and therapeutic intervention to patients who need to strengthen their abilities to perform routine and work functions. Therapies focus on improving endurance, work capacity, mobility and balance. Individual rehabilitation programs also assist people with disabilities resulting from multiple sclerosis, post polio syndrome, cancer, and cerebral palsy, orthopedic and neurological disorders. Hand Therapy offers the services of certified hand therapist with highly specialized expertise to work with patients to restore hand function and utility. Pain management provides services for individuals with chronic pain and an intervention program for individuals with acute pain. One of the first multidisciplinary, comprehensive pain management programs in the United States, the program has developed several tracks that approach pain management differently. For those with acute pain, the program includes stress and pain management techniques, education, medication reduction, and biofeedback as well as physical restoration through an exercise program. Residential services provides three supervised, long-term living homes for adults with developmental disabilities in Claremont and Pomona, California. For adults with brain injury, the Obligated Group offers long-term facilities in Lucerne Valley, California and in Apple Valley, California. In addition, there are semi-independent living accommodations at Lucerne Valley. Spinal cord injury specialized include intensive therapy, comprehensive treatment, 24 hour rehabilitation nursing and physician supervision, and a continuum of inpatient and outpatient treatment designed to maximize physical progress and safety. Sport and recreation services offers persons with disability in the community the opportunity for participation in adaptive recreation and sports. The Outdoor Adventures program offers more than 125 days a year of trips and provides services to more than 1,500 persons annually. The Land Meets Sea Sports Camp is held annually providing a first exposure to sports and outdoor recreation to more than 95 persons with disability, from age four up. These activities introduce youngsters and persons with recent injuries to wheelchair basketball, hockey, tennis and rugby, as well as providing sponsorship to accomplished athletes with disability. These trips and sports are an extension of the rehabilitation therapy process and play an essential role as people rebuild their lives after rehabilitation. Stroke services specializes in creating comprehensive, personalized treatment for people who have experienced severely disabling strokes. Strokes represents the largest diagnostic category of patients admitted to the Hospital's facility. Ventilation weaning and respiratory rehabilitation services provides a particular focus on weaning patients from mechanical ventilation, which is a major impediment to the rest of the rehabilitation process. Specialty clinics provides services to patients with: movement disorders, wound care; foot and ankle; audiology; multiple sclerosis; urinary dysfunction; arthritis, pulmonary; vestibular and balance disorders; and geriatric (senior) evaluations. All these services are provided to unserved individuals within the greater community. Casa Colina Inc.'s community benefit analysis consisted of benefits provided to patients/residents/persons for medical and therapeutic services and benefits provided on a broader basis to the community at large. Casa Colina Inc. and its affiliates provided the following benefits to patients/residents/persons, several resulting in losses: -Medi-cal patients -Services to unserved autistic children resulted in losses -Charity care and uncompensated care provided to persons requiring assistance at no charge to individuals -Regional Center - underfunding for residential services -Sports/recreational services -Services to persons with disabilities Casa Colina Inc. through its related affiliates provided charity care that generated established charges of $25,000 and provided community benefits at a cost of $909,500. Form 990, Part VIII, line 11a Statement of Revenue Casa Colina Inc., is the parent company and as such all payroll is paid out of this entity. While payroll expenses remain within the subsidiary entity, all payments pertaining to that expense is reflected in Casa Colina Inc.'s Form 990 as all related payroll tax filing information is filed under the Casa Colina Inc. tax identification number. As a result each entity is responsible for reimbursing Casa Colina Inc. for their related payroll expenses. This was reflected on Form 990 part VIII line 11a and is labeled as Intercompany Services in the amount of $30,723,206. Casa Colina Hospital for Rehabilitative Medicine 255 E Bonita Ave Pomona CA 91767 951643989 Rehabilitation Medicine CA 501(c)(3) 3 N/A Casa Colina Centers for Rehabilitation Foundation 255 E Bonita Ave Pomona CA 91767 953655255 Fundraising CA 501(c)(3) 7 N/A Casa Colina Comprehensive Outpatient Rehabilitation 255 E Bonita Ave Pomona CA 91767 953266014 Outpatient Rehabilitation Services CA 501(c)(3) 7 N/A Casa Colina Peninsula Rehabilitation Center 255 E Bonita Ave Pomona CA 91767 953766274 Corporate Support CA 501(c)(3) 11-I N/A Padua Village Inc 255 E Bonita Ave Pomona CA 91767 953713170 Long Term Care for Traumatically Brain Injured CA 501(c)(3) 7 N/A Casa Colina Rehabilitation Inc 255 E Bonita Ave Pomona CA 91767 953392219 Transitional Living Center for Traumatically Brain Injured CA 501(c)(3) 7 N/A Diagnostic Imaging Center 255 E Bonita Ave Pomona CA 91769 134286907 Radiology CA N/A 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 Casa COlina Hospital for Rehabilitative Medicine I 87951 Casa COlina Hospital for Rehabilitative Medicine P 2809734 Casa Colina Centers for Rehabilitation Foundation P 549270 Casa Colina Comprehensive Outpatient Rehabilitation Services P 200467 Padua Village Inc P 320791 Casa Colina Centers for Rehabilitation Inc P 595004 Casa Colina Hospital for Rehabilitative Medicine 255 E Bonita Ave Pomona CA 917696001 951643989 X 0 14202 14202 49745039 49759241 1000000 250000 0 0 0 Padua Village Inc 255 E Bonita Ave Pomona CA 917696001 953713170 0 0 0 3851360 3851360 342568 85642 0 0 0 Casa Colina Center for Rehabilitation Inc 255 E Bonita Ave Pomona CA 917696001 953392219 0 0 0 15432074 15432074 921604 230401 0 0 0 Casa Colina Comprehensive Outpatient Rehabilitation Services Inc 255 E Bonita Ave Pomona CA 917696001 953266014 0 0 0 2950383 2950383 297519 74380 0 0 0 Casa Colina Peninsula Rehabilitation Center 255 E Bonita Ave Pomona CA 917696001 953766274 0 0 0 464365 464365 92873 23218 0 0 0 Casa Colina Centers for Rehabilitation Foundation 255 E Bonita Ave Pomona CA 917696001 953655255 0 0 0 6696060 6696060 484803 121201 0 0 0