2024-03-21T12:25:51-05:00 2023-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2022-07-01 953222316 Share Our Selves Corporation % CHRISTY WARD SHAR 9492702100 1550 SUPERIOR AVENUE COSTA MESA CA 92627 CHRISTY WARD CEO 9492702100 2024-05-15 true CHRISTY WARD 999009999 RICHARD L RUVELSON P00234075 9492612808 2024-05-15 3 2022 2023-04-26 12:10:37Z CHRISTY WARD 1550 SUPERIOR AVENUE COSTA MESA CA 92627 28647910 false X WWW.SHAREOURSELVES.ORG X 1970 CA WE ARE SERVANTS WHO PROVIDE CARE AND ASSISTANCE TO THOSE IN NEED AND ACT AS ADVOCATES FOR CHANGE. 12 12 209 405 0 0 9947572 11738446 12455180 11504207 27477 113471 17705 6135 22447934 23362259 500927 709961 0 0 12738444 13619699 0 0 946728 7041839 8822156 20281210 23151816 2166724 210443 15096745 17984687 3554995 6167594 11541750 11817093 X WE ARE SERVANTS WHO PROVIDE CARE AND ASSISTANCE TO THOSE IN NEED AND ACT AS ADVOCATES FOR SYSTEMIC CHANGE. false false 14805760 11504207 CLINICS: ANNUALLY SOS PROVIDES CARE TO APPROXIMATELY 12,000 UNDUPLICATED PATIENTS ACCOUNTING FOR OVER 38,200 PATIENT VISITS. SOS PROVIDES COMPREHENSIVE HEALTHCARE INCLUDING A FULL PROGRAM OF PRIMARY, SPECIALTY, SUB-SPECIALTY, DENTAL, INTEGRATED BEHAVIORAL HEALTH AND COMPLEMENTS ITS OUTPATIENT CARE WITH HOSPITALIST INPATIENT FOLLOW-UPS, TREATMENT ADHERENCE EDUCATION, CLINICAL CASE MANAGEMENT, DISEASE MANAGEMENT, COUNSELING, EDUCATION, AND TESTING. SOS OFFERS ONSITE LAB, NUTRITION AND DISPENSARY SERVICES COMPREHENSIVE QUALITY HEALTHCARE IS PROVIDED AT THREE CLINICAL SITES LOCATED IN COSTA MESA, SANTA ANA, AND LAKE FOREST. SOS IS DESIGNATED AS A FRIENDLY QUALIFIED HEALTH CENTER (FQHC). FQHSA ARE COMMUNITY BASED HEALTH CENTERS THAT PROVIDE HIGH QUALITY, COMPREHENSIVE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES TO THE ORANGE COUNTY COMMUNITY. THE CLINIC ALSO SECURED DESIGNATION AS HEALTH CARE FOR THE HOMELESS ("HCH") PROGRAM, SECTION 330(H) OF THE PUBLIC HEALTH SERVICE ACT. THE PURPOSE OF THE HCH IS TO IMPROVE THE STATUS AND OUTCOME OF CARE FOR HOMELESS INDIVIDUALS AND FAMILIES BY IMPROVING ACCESS TO PRIMARY CARE AND SUBSTANCE ABUSE SERVICES. 3765043 709961 SOCIAL SERVICES: PROVIDES BOTH CLINICAL AND SOCIAL CASE MANAGEMENT, EMERGENCY FINANCIAL AID, FOOD, LEGAL AID, HOMELESS OUTREACH PROGRAMS, RESOURCE AND LINKAGE TO BENEFIT ENROLLMENT, AND SEASONAL SUPPORT PROGRAMS. PROGRAMS SERVE ALL OF ORANGE COUNTY WITH 75% IN SANTA ANA AND COSTA MESA. RESIDENTS SEEKING SERVICES INCLUDE THE CHRONICALLY DISADVANTAGED AND THOSE ACCESSING SUPPORTIVE SERVICES FOR THE FIRST TIME, CASUALTIES OF THE DEVASTATING RECESSION. SOS'S TARGET POPULATION IS ETHNICALLY DIVERSE AND LIVES AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL; THE HOMELESS, SENIORS ON FIXED INCOMES, THE DISABLED, AND THOSE WITH MENTAL ILLNESS ARE A SIGNIFICANT PORTION OF THE POPULATION SERVED. SOCIAL SERVICES ANNUALLY SERVES OVER 100,000 ORANGE COUNTY RESIDENTS. 18570803 true true false false false false false false false true true false false true true true false true false false false false false false true false false false true true false false false false false false false false true false false false false true true false false true 278 0 true 209 true false false false false false true true false false false false false false X 12 12 false false false false false false false true true false false true true true true true false true true false CA X CHRISTY WARD 9492702100 20151 SW BIRCH STREET STE 250 NEWPORT BEACH CA 92660 CHRISTY E WARD CHIEF EXECUTIVE OFFICER 40.0 0.0 X 335656 0 19622 JAY WON LEE - THRU 12-16-22 CHIEF MEDICAL OFFICER 40.0 0.0 X 281209 0 22714 CHERYL A THOMAS MEDICAL DIRECTOR 40.0 0.0 X 245015 0 14616 JILA NIKKHAH DENTAL DIRECTOR 40.0 0.0 X 218855 0 15161 TODD A PLESCO - THRU 2-28-23 CHIEF INFORMATION OFFICER 40.0 0.0 X 204390 0 17550 NAZANIN SANAEI LEAD PHYSICIAN 40.0 0.0 X 200708 0 19979 CECILIA DINH LEAD PHYSICIAN 40.0 0.0 X 213090 0 2130 TERESA FLORES MEDICAL DIRECTOR 40.0 0.0 X 180537 0 25002 DUC T VU DENTIST 40.0 0.0 X 182464 0 20167 KIMBERLY R SHARP CHIEF WORKFORCE OFFICER 40.0 0.0 X 181827 0 12474 RUDY RAMOS CHIEF OPERATIONS OFFICER 40.0 0.0 X 155563 0 27660 ILONA ARTEMOV CHIEF FINANCIAL OFFICER 40.0 0.0 X 153909 0 19269 NICOLE E MACHADO CHIEF COMPLIANCE OFFICER 40.0 0.0 X 148052 0 10009 MARY ANN HUNTSMAN THRU 7-22 CHIEF QUALITY & INNOVATIONS OF 40.0 0.0 X 136108 0 3069 IMELDA CABALLES THRU 5-5-23 CHIEF PROGRAMS & ENGAGEMENT OF 40.0 0.0 X 106646 0 17047 JOHN J DONOGHUE THRU 7-15-22 CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 105665 0 0 WILL KLATTE III CHAIRMAN 2.0 0.0 X X 0 0 0 MARC HARPER VICE-CHAIR 2.0 0.0 X X 0 0 0 SUSAN BAERG-EPSTEIN SECRETARY 2.0 0.0 X X 0 0 0 JOHN YOO TREASURER 2.0 0.0 X X 0 0 0 SKI HARRISON MEMBER 2.0 1.0 X 0 0 0 LAWRENCE N KUGELMAN MEMBER 2.0 0.0 X 0 0 0 DAVID SNOW MEMBER 2.0 0.0 X 0 0 0 ROSARIO GALEAS MEMBER 2.0 0.0 X 0 0 0 MICHELLE CASTANEDA MEMBER 2.0 0.0 X 0 0 0 ALLYSON BROOKS MD MEMBER 2.0 0.0 X 0 0 0 MARTHA RIVERA MEMBER 2.0 0.0 X 0 0 0 DR GWYN P PARRY CHAIRMAN EMERITUS 2.0 0.0 X 0 0 0 JOSEPH M KOMSKY SINCE 5-1-23 CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 0 0 0 NOAH PINCK - SINCE 3-23 CHIEF INFORMATION OFFICER 25.0 0.0 X 0 0 0 3049694 0 246469 32 false true false 0 14880 5924027 5799539 1480220 11738446 CLINIC REVENUE 621400 10895675 10895675 PHARMACY 621400 445518 445518 OTHER PROGRAM REVENUE 621400 163014 163014 11504207 31211 31211 0 0 0 0 0 5240190 5157930 82260 82260 82260 127721 14880 127721 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 6135 6135 6135 23362259 11510342 0 113471 0 0 709961 709961 0 0 1250974 357037 719587 174350 0 10325667 9148879 1014770 162018 0 1231061 1018838 175957 36266 811997 672016 116060 23921 0 201654 201654 79455 79455 0 0 3295 3295 2317870 1086689 857192 373989 23119 3850 16369 2900 772589 681545 88917 2127 0 0 1183382 995337 128152 59893 53381 22311 30866 204 0 0 0 0 525152 510772 14157 223 163716 97096 64852 1768 PROPERTY & EQUIPTMENT REPAIRS 401189 312341 64736 24112 PHARMACEUTICALS & SUPPLIES 639244 636277 2933 34 STAFF DEVELOPMENT 101199 41707 52999 6493 SECURITY 272464 271909 281 274 2084447 2004238 2053 78156 23151816 18570803 3634285 946728 339221 260348 7114212 907648 648432 958801 988547 815968 0 0 0 0 145000 75000 0 0 380280 381087 9649026 5925263 3421102 3723763 1558177 6945527 0 0 0 0 0 0 501774 3916545 15096745 17984687 2425256 3167568 0 0 889285 534545 0 0 0 0 0 0 0 0 0 0 240454 2465481 3554995 6167594 X 9454279 10797492 2087471 1019601 11541750 11817093 15096745 17984687 210443 64900 X false true X true true true X 6281724 7956371 11516151 9947572 11738446 47440264 0 0 6281724 7956371 11516151 9947572 11738446 47440264 0 47440264 24419 28506 26498 21061 31211 131695 0 147252 3097 138042 17705 6133 312229 47884188 56778180 0.99073 0.98560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 842590 47465 890055 754723 172815 -84948 842590 714772 39951 754723 578495 125000 11277 714772 547797 30698 578495 0.00000 0.73510 0.26490 false false 900000 900000 2743264 2187089 556175 1760759 1447335 313424 3614008 2290838 1323170 630994 630994 3723763 SECURITY DEPOSITS 20600 OTHER ASSETS 200694 DUE FROM 3RD PARTY REIMBURSEME 368885 RIGHT-OF-USE LEASE ASSETS 3326366 3916545 0 LEASE LIABILITY 2465481 2465481 X FORM 990, PART V, LINE 4: SOS HAS ADOPTED AN ENDOWMENT INVESTMENT POLICY, APPROVED BY THE BOARD, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG TERM. THE INVESTMENT POLICY ESTABLISHES AN ACHIEVABLE RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. THE OBJECTIVE IS TO GROW THE AGGREGATE PORTFOLIO VALUE, NET OF SPENDING, AT THE RATE OF INFLATION OVER THE INVESTMENT HORIZON. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE OF RETURN OBJECTIVES, SOS RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). SOS TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES AN EMPHASIS ON EQUITY INVESTMENTS AND FIXED INCOME SECURITIES TO ACHIEVE ITS LONGTERM RATE OF RETURN OBJECTIVES WITHIN PRUDENT RISK PARAMETERS. FORM 990, PART X, LINE 2: SOS is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code (the "Code") and is exempt from federal income taxes on related income pursuant to Section 501(c)(3) and Section 23701(d) of the Code. SOS is also exempt from state income taxes on related income. Accounting principles generally accepted in the United States of America prescribe requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by SOS in its tax returns. SOS' status as an exempt organization is defined as an income tax position under these requirements. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by SOS in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that SOS has any material uncertain tax positions as of June 30, 2023, or 2022. In the event interest and penalties are due relating to an unsustainable tax position, they would be treated as a component of income tax expense. During the years ended June 30, 2023 and 2022, there were no interest or penalties relating to unsustainable tax positions that were recognized in these consolidated financial statements. Taco Night 142601 14880 127721 127721 0 142601 14880 127721 127721 127721 true RELIEF AND AID ASSISTANCE 894 709961 FMV RENT AND UTILITIES FORM 990, SCHEDULE I, PART 1, LINE 2: INDIVIDUALS WHO REQUIRE FINANCIAL ASSISTANCE ARE REQUIRED TO GO THROUGH A FINANCIAL ASSISTANCE APPLICATION. THE INDIVIDUAL MUST PROVIDE SUPPORTING DOCUMENTS TO SHOW THE NEED FOR ASSISTANCE. THE ORGANIZATION PROVIDES GIFT CARDS AND OTHER HOUSING ASSISTANCE. X X X true false false false false false false true false CHRISTY E WARD CHIEF EXECUTIVE OFFICER 335656 0 0 0 0 0 15584 0 4038 0 355278 0 0 0 JAY WON LEE - THRU 12-16-22 CHIEF MEDICAL OFFICER 281209 0 0 0 0 0 5935 0 16779 0 303923 0 0 0 CHERYL A THOMAS MEDICAL DIRECTOR 245015 0 0 0 0 0 9666 0 4950 0 259631 0 0 0 JILA NIKKHAH DENTAL DIRECTOR 218855 0 0 0 0 0 9125 0 6036 0 234016 0 0 0 CECILIA DINH LEAD PHYSICIAN 213090 0 0 0 0 0 2130 0 0 0 215220 0 0 0 TODD A PLESCO - THRU 2-28-23 CHIEF INFORMATION OFFICER 204390 0 0 0 0 0 5692 0 11858 0 221940 0 0 0 NAZANIN SANAEI LEAD PHYSICIAN 200708 0 0 0 0 0 0 0 19979 0 220687 0 0 0 DUC T VU DENTIST 182464 0 0 0 0 0 0 0 20167 0 202631 0 0 0 KIMBERLY R SHARP CHIEF WORKFORCE OFFICER 181827 0 0 0 0 0 6438 0 6036 0 194301 0 0 0 TERESA FLORES MEDICAL DIRECTOR 180537 0 0 0 0 0 7833 0 17169 0 205539 0 0 0 RUDY RAMOS CHIEF OPERATIONS OFFICER 155563 0 0 0 0 0 6843 0 20817 0 183223 0 0 0 ILONA ARTEMOV CHIEF FINANCIAL OFFICER 153909 0 0 0 0 0 0 0 19269 0 173178 0 0 0 NICOLE E MACHADO CHIEF COMPLIANCE OFFICER 148052 0 0 0 0 0 6574 0 3435 0 158061 0 0 0 FORM 990, PART I, LINE 7 BONUS AMOUNTS ARE DETERMINED BY PERFORMANCE AS DIRECTED BY THE CEO AND EMPLOYMENT CONTRACT. FORM 990, PART I, LINE 4A DURING THE YEAR THE ORGANIZATION MADE SEVERANCE PAYMENTS TO THE PREVIOUS CHIEF DEVELOPMENT OFFICER, JOHN J DONOGHUE. THE SEVERANCE PAYMENT WAS INCLUDED AS TAXABLE COMPENSATION ON THE W-2 OF THE FORMER officer. X 1013 1455485 FMV X GIFT CARDS 20 24735 FMV false false false FORM 990, SCHEDULE M, PART I, COLUMN (B) NONCASH CONTRIBUTIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1: THE EXECUTIVE COMMITTEE IS COMPRISED OF THE FOLLOWING BOARD MEMBERS: WILL KLATTE III, CHAIRMAN MARC HARPER, VICE-CHAIRMAN SUSAN BAERG-EPSTEIN, SECRETARY JOHN YOO, TREASURER FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY MANAGEMENT. A COPY OF THE 990 IS THEN PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: A QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTERESTS. QUESTIONNAIRES ARE THEN RETURNED TO THE EXECUTIVE DIRECTOR. ANY CONFLICTS THAT ARE DISCLOSED ARE REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15: BOARD MEMBERS DETERMINE THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES BY GATHERING DATA ON THE COMPENSATION FOR NON-PROFIT ORGANIZATIONS IN ORANGE COUNTY AND SOUTHERN CALIFORNIA. THE DATA IS UTILIZED IN CONJUNCTION WITH THE BOARD MEMBERS' EVALUATION TO PRODUCE A COMPENSATION RECOMMENDATION INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:579967 FORM 990 PART IX LINE 11G DESCRIPTION:RECRUITMENT FEES-OUTSIDE SRVS TOTAL FEES:633299 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL CONSULTANTS TOTAL FEES:864442 FORM 990 PART IX LINE 11G DESCRIPTION:JANITORIAL SERVICES & SUPPLIES TOTAL FEES:97434 FORM 990 PART IX LINE 11G DESCRIPTION:STAFF & VOLUNTEER RECRUITMENT TOTAL FEES:59785 FORM 990 PART IX LINE 11G DESCRIPTION:PROCESSING SERVICES TOTAL FEES:26286 FORM 990 PART IX LINE 11G DESCRIPTION:INTERPRETATION/TRANSLATION SVC TOTAL FEES:56657 THE SHARE OUR SELVES FOUNDATION 1550 SUPERIOR AVENUE COSTA MESA CA 92627 813076983 SUPPORT SOS CA 501(C)(3) LINE 12A, I SHARE OUR SE true false false false false false false false false false false false false false false true false false false false THE SHARE OUR SELVES FOUNDATION O