2023-11-14T12:24:07-08:00 2022-12-31 472718509 JWT & Associates LLP 1111 East Herndon Avenue Suite 211 Fresno CA 93720 990 2022-01-01 571195947 Harmony Health Medical Clinic and Family Resource Center HARM 5307436888 1908 North Beale Road Ste E Marysville CA 95901 Rachel Farrell PA CEO 2023-11-14 true Rachel Farrell PA 999009999 true Inger Sullenger CPA P01464277 5413636707 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Rachel Farrell 1908 North Beale Road Ste E Marysville CA 95901 7457996 false X www.myharmonyhealth.org X 2004 CA To serve as a community centered provider of services to improve health, education, and economic opportunities for individuals and families. 12 12 81 12 0 2602729 2037790 6515729 5372111 1156 2436 42110 45659 9161724 7457996 4600 10215 0 5017747 5136707 0 0 1914835 2007291 6937182 7154213 2224542 303783 6847473 7138358 1633035 1620137 5214438 5518221 To serve as a community centered provider of services to improve health, education, and economic opportunities for individuals and families. false false 3113514 5420206 We continued to weather the storm of Covid 19 and managed to keep our doors open to see patients via telehealth and in person when necessary. Building our new Wellness Center for prenatal patients prior to the Covid pandemic was fortuitous. We were able to see healthy prenatal patients face to face for midwife visits and on telehealth for the educational components. We administered 1,085 covid vaccines and continued outreach with our Clinic on Wheels (COW) to provide medical care at sites for hard-to-reach populations. We also continued outreach at Coordinated Entry (the homeless site) with classes and ACA enrollment weekly. We served 75 Medication Assisted Treatment patients, partnering with Adventist/Rideout Hospitals Bridge Program and created an MOU with Sutter Yuba Behavioral Health for them to refer patients with Alcohol Use Disorder to us to administer Vivitrol. We added Marriage Family Therapists to our scope of service. We participated in a state pilot program to administer Adverse Childhood Events (ACEs) questionnaires to patients and bolstered our Behavioral Health program. We developed a partnership with Wheatland High School and Camptonville Community Partnership. Per our UDS in 2022 we had 4,375 unique patients and a total of 24,426 patient visits, while increasing staff from 54 to 59 FTE employees. We continued our partnership as the spoke with Stanford Universitys ECHO hub and spoke program, to treat diabetic patients in our rural setting. Using Health Campaigns, a reminder email or text sent to patients through our patient portal, we were able to significantly improve our Quality metrics/HEDIS measures. 3113514 true true false false false false false false false false true false false true false false true false false false false false false false false false false false false true false false false true false false false false false false false false false false false false false true 23 0 true 81 true false false false false false false false 0 false false false false false false false X 12 12 true false false false false false false true true false false true true true true true true true true false CA X Jennifer Hunter 5307436888 1908 North Beale Road Ste E Marysville CA 95901 Harpreet Johl MD CMO Prt Yr 40.00 0.00 X 199425 0 29720 Craig Rhoades Physician Asst 40.00 0.00 209591 0 7663 Rachel Farrell CEO 32.00 0.00 X 187248 0 18206 Manmit Singh Nurse Practitioner 40.00 0.00 146470 0 9958 Jennifer Hunter CFO 40.00 0.00 X 142434 0 12649 Nick Sigala COO 40.00 0.00 X 147000 0 6330 Veronica Moffitt Physician Asst 40.00 0.00 137082 0 7663 Fonda Shaw Nurse Midwife 40.00 0.00 130405 0 5234 Kia Lee Nurse Practitioner 40.00 0.00 119999 0 11654 Dennise Burbank Vice Chair 2.00 0.00 X 0 0 0 Michelle Costello Treasurer 2.00 0.00 X 0 0 0 Grace Espindola Director 2.00 0.00 X 0 0 0 Wendell Peters Chair 2.00 0.00 X 0 0 0 Rinki Rasi Director 2.00 0.00 X 0 0 0 William Callahan Director 2.00 0.00 X 0 0 0 Jeremy Brown Director 2.00 0.00 X 0 0 0 Sandy Ross Director 2.00 0.00 X 0 0 0 Michelle Gracier Director 2.00 0.00 X 0 0 0 Esmeralda Mejia Secretary 2.00 0.00 X 0 0 0 Storm McCurdy Director 2.00 0.00 X 0 0 0 John Vodonick Director 2.00 0.00 X 0 0 0 1419654 109077 10 false true false Physician Angels Inc PO Box 352647 Toledo OH 43635 Transcribing 108218 Boles Cleaning Services 703 Evergreen Dr A Wheatland CA 95692 Janitorial 116627 2 2033013 4777 2037790 Patient Service Revenue 621400 5372111 5372111 5372111 2436 2436 0 0 3750 3750 3750 3750 0 0 0 0 Other Operating 621400 41909 41909 41909 7457996 5417770 2436 7215 7215 3000 3000 0 0 1419654 617833 801821 0 1602908 697586 905322 82589 35943 46646 1695413 737844 957569 336143 146289 189854 46634 20295 26339 120 52 68 27200 11837 15363 0 0 0 548691 238791 309900 0 81113 35300 45813 0 0 131017 57019 73998 0 0 0 50153 21827 28326 0 167804 73028 94776 106547 46369 60178 Supplies 489892 213201 276691 Purch Svcs & Maintenance 118291 45711 72580 Bldg & Equip Rent 70491 30678 39813 Professional Develop & Travel 57624 25078 32546 111714 48618 63096 7154213 3113514 4040699 0 946287 375595 1983730 2630856 154500 154105 318373 320212 0 0 0 23046 24935 27392 32072 3348182 547754 2621326 2800428 0 0 0 0 772819 800155 6847473 7138358 443717 480103 60000 40000 1129318 1100034 1633035 1620137 X 5214438 5518221 5214438 5518221 6847473 7138358 303783 X false true X true true true X 1059917 1325217 1701498 2602729 2037790 8727151 0 0 1059917 1325217 1701498 2602729 2037790 8727151 0 8727151 0 0 -6253 -4474 -10727 8716424 25850848 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 657352 657352 1192921 83111 1109810 742999 74714 668285 728765 378472 350293 26145 11457 14688 2800428 Construction in Progress 82050 Estimated Third Party Payor Receivable 553444 Other receivables 164661 800155 7457996 7457996 7457996 7154213 7154213 7154213 X true true X X X false false false false false false false false false Craig Rhoades Physician Asst 189800 8651 11140 7663 217254 Harpreet Johl MD CMO Prt Yr 199425 7977 21743 229145 11600 Jennifer Hunter CFO 142434 5870 6779 155083 5947 Manmit Singh Nurse Practitioner 146470 2295 7663 156428 Nick Sigala COO 147000 6164 166 153330 6157 Rachel Farrell CEO 169868 17380 7558 10648 205454 9640 Part I, Line 1a: Relevant information in regards to selections on 1a. Part Ia - Compensated individuals listed on Schedule J, with an amount listed in (iii) Other reportable compensation - received compensation for health club dues. This benefit is available to every employee/Board member that signs up for use of the gym, and the Organization pays $12.50 per month, or $150 per year in health club dues. The Board of directors has final approval and determination of the reasonableness of these types of benefits based on the consideration of benefits received at comparable sized organizations. The organization does follow a written policy for payment, provision, and reimbursement of benefits. These benefits were not included as taxable compensation to the listed person(s). Thus, this benefit was included with Nontaxable compensation for the beneficiary that took advantage of it during the year. During tax year 2022, Jennifer Hunter received this benefit. Rachel Farrell CEO Officer Purchase of PA Corp X 200000 40000 false true true 40000 Schedule L, Part V Supplemental Information Loan: In September 2014, Harmony Health Medical Clinic (the Clinic) merged with Harmony Health Family Resource Center and the two entities began operating as Harmony Health Medical Clinic and Family Resource Center (the Center). Rachel Farrell, owner of the management company who managed the Clinic (the Clinic was owned by Roger Hicks, MD), was hired as the Chief Executive Officer (CEO) of the Center. As a part of this merger, the Center agreed to pay the CEO $200,000 plus assume much of the minor debt borrowings (now repaid). In exchange, the Center gained the right to the various healthcare and social services previously performed by the Clinic. The balance on this note as of year end, is $40,000, with $20,000 due annually until paid in full.Business transactions: The Center formerly leased all of their facility space from Farrell Social Enterprise (FSE), owned by the CEO of the Center. This former lease agreement expired on 12/31/21. Effective April, 2021, the Center purchased the leased building and adjacent properties from FSE for $1,515,800. Form 990, Part VI, Section A, Line 1a The Board has delegated authority to the Finance and Audit committee to: 1) Oversee that adequate and correct financial records are maintained of corporate accounts, properties and transactions; 2) Review the financial statements prepared by the Chief Financial Officer; 3) Approve the annual financial audit; 4) Set policies relating to the management of funds; 5) Provide oversight to the functions of the Chief Financial Officer; 6) Report to the Board of Directors any matter of significance relating to profitability, financial condition or maintenance of the financial records of the corporation; 7) Human resources oversight (a) Employee benefits/insurance coverage; and 8)Recommend selection of auditors to the Board of Directors. Form 990, Part VI, Section A, Line 2 Loan: In September 2014, Harmony Health Medical Clinic (the Clinic) merged with Harmony Health Family Resource Center and the two entities began operating as Harmony Health Medical Clinic and Family Resource Center (the Center). Rachel Farrell, who owned the managment company who managed the Clinic (the Clinic was owned by Roger Hicks, MD), was hired as the Chief Executive Officer (CEO) of the Center. As a part of this merger, the Center agreed to pay the CEO $200,000 plus assume much of the minor debt borrowings. In exchange, the Center gained the right to the various healthcare and social services previously performed by the Clinic. The balance on this note as of year end is $40,000,with $20,000 due in 2023 and $20,000 due in 2024. In the past, the Center had leased all their facility space from Farrell Social Enterprise (FSE) which was owned by the CEO. The Center had a lease agreement in place with FSE which expired on December 31, 2021. Effective April, 2021, the Centerpurchased this building for approximately $1.25 million. In addition, the Center purchased another CEO-owned property for $295,800 during the 2021 year. Due to the Center's purchase of the buidling in 2021, there is no lease expense for 2022. Form 990, Part VI, Section B, Line 11b The 990 is routinely reviewed by the CEO and CFO, however it may not occur before filing in every instance. Form 990, Part VI, Section B, Line 12c The officers and directors are to disclose any possible conflict of interest at Board Meetings, excuse themselves from the converstation, and refrain from voting on conflict issues. Conflicts are reviewed and documented annually during a board meeting. Form 990, Part VI, Section B, Line 15a The CPCA releases industy wages for FQHC clinics based on: size, employees and patients served and a salary range is given for the BOD to approve. These CPCA surveys are used for compensation guidelines. Form 990, Part VI, Section B, Line 15b The CPCA releases industy wages for FQHC clinics based on: size, employees and patients served and a salary range is given for the BOD to approve. These CPCA surveys are used for compensation guidelines. Form 990, Part VI, Section C, Line 19 Disclosure of governing documents, and other financial statements and policies are made upon request. Form 990, Part IX, Column D The organization did not categorize any expense as "Fundraising" during the year as it did not and doesn't typically conduct significant traditional fundraising in the form of special events, etc; Special events are minor and immaterial and not always carried on. Grants that the center receives are considered to be Program in nature, and are used for program activities which generate Program expenses. Grant writing services have been used in the past, but were not utilized in this calendar year. Form 990, Part IX, Line 1 The Center gave small donations to many charitable and community organizations to support community food banks, education, and other general support of community causes. During the year, the aggregate amount given to all such organizations totaled $7,209. Form 990, Part IX, Line 2 Harmony Health Medical Clinic and Family Resource Center (Harmony Health) will offer an Employee Tuition Assistance Program (ETAP). The funds may be used for continuing education through an accredited registered nurse (RN), licensed vocational nurse (LVN), medical assistant(MA), or certified nurse assistant (CNA) program that either offers growth in an area related to his or her current position or supports the professional growth of the employee and the needs ofthe organization. During the year, 4 recipients met the qualifications and received a collective total of $3000 in assistance.