2024-05-09T17:52:34-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-07-01 383675065 HEALTHY SMILES FOR KIDS OF ORANGE COUNTY HEAL 7145103837 10602 CHAPMAN AVE 200 GARDEN GROVE CA 92840 RIA BERGER CEO 7145103837 2024-05-07 1 RIA BERGER 999009999 0 LISA N RYSSEL CPA P00643670 7149781300 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RIA BERGER 10602 CHAPMAN AVE 200 GARDEN GROVE CA 92840 9043325 0 X HEALTHYSMILESOC.ORG X 2003 CA WE ARE COMMITTED TO IMPROVE THE ORAL HEALTH OF CHILDREN. SIGNIFICANT PROGRAMS: SMILE CENTER, TOOTH FAIRY LEARNING CENTER, SMILE MOBILES, DONALD & CAROL MURRAY SEDATION PROGRAM, HERMAN OSTROW PEDIATRIC DENTISTRY PROGRAM, SMILE CLINIC, PROVIDER EDUCATION AND TELEDENTISTRY. 14 13 124 13 0 0 2195387 706373 6781552 8284504 592 32815 559966 0 9537497 9023692 0 0 0 0 6737322 7114319 0 0 115861 2837153 3363895 9574475 10478214 -36978 -1454522 9715852 7481757 834132 1061221 8881720 6420536 X OUR MISSION... TO IMPROVE THE ORAL HEALTH OF CHILDREN IN ORANGE COUNTY THROUGH COLLABORATIVE PROGRAMS DIRECTED AT PREVENTION, EDUCATION, ACCESS TO TREATMENT, AND ADVOCACY.WE ARE COMMITTED TO IMPROVE THE ORAL HEALTH OF CHILDREN. SIGNIFICANT PROGRAMS: SMILE CENTER, TOOTH FAIRY LEARNING CENTER, SMILE MOBILES, DONALD & CAROL MURRAY SEDATION PROGRAM, HERMAN OSTROW PEDIATRIC DENTISTRY PROGRAM, SMILE CLINIC, PROVIDER EDUCATION, CHILDREN AND PARENT EDUCATION, OUTREACH PROGRAM TO COMMUNITY SITES, TELEDENTISTRY PROGRAM AND MOBILE RESTORATIVE PROGRAM. 0 0 5309519 5572951 CLINIC - SPECIALTY SERVICES, PROVIDING SECONDARY CARE, SEDATION SERVICES: NITROUS, ORAL, GENERAL, ORTHODONTICS PHASE 1 & 2, LIMITED ENDODONTIC SERVICES, INCLUDING MOBILE CLINIC FOR TREATMENT. 3530135 2711553 OUTREACH, EDUCATION, PREVENTION AND TELEDENTISTRY: PROVIDES EDUCATION TO PROFESSIONALS: MEDICAL, DENTAL, COMMUNITY EDUCATORS, TEACHERS, PARENT GROUPS, CHILDREN FROM BIRTH TO ADOLESCENCE. SERVICES UNDER THIS DEPARTMENT INCLUDE: PRIMARY INTERVENTION (EDUCATION), SECONDARY PREVENTION (DENTAL SERVICES: EXAMS, SCREENINGS, CLEANINGS, VARNISH, SEALANTS, ITRS - INTERIM THERAPEUTIC RESTORATIONS). 8839654 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 9 0 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X ERIC QUINTANILLA 7145370700 10602 CHAPMAN AVE SUITE 200 GARDEN GROVE CA 92840 RIA BERGER CEO 40.00 X X 378079 0 11556 JULIE NGUYEN DEPUTY DENTAL DIRECTOR 40.00 X 254788 0 6511 PRIYAL OHRI CLINICAL DIRECTOR 40.00 X 219220 0 930 NORMAN CHEN DEPUTY DENTAL DIRECTOR 40.00 X 218283 0 5374 JOSEPH BENNINGTON VP OF FINANCE (END 04/23) 40.00 X 182094 0 12040 JESSICA MACHADO DEP DIR CLINICAL OPER 40.00 X 158477 0 2417 KENNETH ANDREW CURRIER IT DIRECTOR 40.00 X 114573 0 540 MARC LERNER CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 GARY L VAN ARNAM BOARD MEMBER 1.00 X 0 0 0 JEFFREY E FLOCKEN BOARD MEMBER 1.00 X 0 0 0 RICHARD P MUNGO BOARD MEMBER 1.00 X 0 0 0 PATTI DODGE BOARD MEMBER 1.00 X 0 0 0 JOANN ASHMAN BOARD MEMBER 1.00 X 0 0 0 JEFF MILLER BOARD MEMBER 1.00 X 0 0 0 ALISON KERMODE BOARD MEMBER 1.00 X 0 0 0 JOHN BEAVER BOARD MEMBER 1.00 X 0 0 0 RICHARD SPAULDING BOARD MEMBER 1.00 X 0 0 0 LIGIA HALLSTROM BOARD MEMBER 1.00 X 0 0 0 HARVEY LEE BOARD MEMBER 1.00 X 0 0 0 BRANDEN NELSON BOARD MEMBER 1.00 X 0 0 0 1525514 0 39368 11 0 1 0 GARY HSZIEH DENTAL CORPORATION 417 ASSOCIATED ROAD 286 BREA CA 92821 ANESTHESIOLOGY 350010 1 629900 76473 5208 706373 DENTAL SERVICES 624100 5572951 5572951 DENTAL EDUCATION 624100 2711553 2711553 8284504 52448 52448 19633 -19633 -19633 -19633 9023692 8284504 0 32815 1055435 907674 126652 21109 5025942 4435930 527703 62309 590676 456054 126181 8441 442266 412041 23499 6726 70854 70854 5291 3764 1527 54539 49294 5008 237 489844 454537 28855 6452 76632 55713 20807 112 523859 513095 10764 185831 143486 39951 2394 CONSULTANTS - CLINICIAN 530134 530134 SEVERANCE 476639 34434 439075 3130 DENTAL SUPPLIES AND CLI 371673 371646 27 0 REPAIRS AND MAINTENANCE 170187 165784 4380 23 408412 306068 98943 3401 10478214 8839654 1522699 115861 895518 2996954 3963204 2225766 2602104 936517 93869 107836 1849242 1245071 2121531 604171 39626 610513 9715852 7481757 834132 441458 0 619763 834132 1061221 X 8731720 6265536 150000 155000 8881720 6420536 9715852 7481757 X -1454522 -1006662 X X 0 1 X 1 0 X 3271273 2704006 3466273 2195387 706373 12343312 3271273 2704006 3466273 2195387 706373 12343312 1533825 10809487 228 3613 1966 592 52448 58847 12402159 0.87160 0.94380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 466622 366002 100620 1382620 879069 503551 604171 OPERATING RIGHT-OF-USE ASSET 610513 610513 OPERATING LEASE 619763 619763 X 9081365 38040 38040 9043325 -19633 -19633 9023692 10535887 38040 38040 10497847 -19633 -19633 10478214 PART X, LINE 2: THE ORGANIZATION ADHERES TO THE PROVISIONS OF FASB ASC 740-10-25, INCOME TAXES (TOPIC 740), IN WHICH AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR ANY RELATED INTEREST OR PENALTIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF EQUIPMENT -19,633. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF EQUIPMENT -19,633. X X 1 0 0 0 0 0 0 1 0 RIA BERGER CEO 339250 0 38829 0 0 0 0 0 11556 0 389635 0 0 0 JULIE NGUYEN DEPUTY DENTAL DIRECTOR 254788 0 0 0 0 0 0 0 6511 0 261299 0 0 0 PRIYAL OHRI CLINICAL DIRECTOR 219220 0 0 0 0 0 0 0 930 0 220150 0 0 0 NORMAN CHEN DEPUTY DENTAL DIRECTOR 218283 0 0 0 0 0 0 0 5374 0 223657 0 0 0 JOSEPH BENNINGTON VP OF FINANCE (END 04/23) 182094 0 0 0 0 0 0 0 12040 0 194134 0 0 0 JESSICA MACHADO DEP DIR CLINICAL OPER 158477 0 0 0 0 0 0 0 2417 0 160894 0 0 0 PART I, LINE 3 THE VP OF FINANCE OBTAINED A COMPENSATION SURVEY OR STUDY AND PROVIDED IT TO THE BOARD. THE BOARD REVIEWS THE PROPOSED SALARY INCREASE AND POTENTIAL BONUS FOR THE COMING FISCAL YEAR. THE BOARD DISCUSSES AND THEN VOTES ON THE PROPOSED COMPENSATION PACKAGE. PART I, LINE 4A NAME: RIA BERGER, DESCRIPTION: SEVERANCE PACKAGE, CURRENT YEAR AMOUNT: $330,638. PLAN DESCRIPTION: RIA BERGER MOVED FROM HEALTHY SMILES FOR KIDS OF ORANGE COUNTY TO ALTAMED HEALTH SERVICES CORP. IN JUNE 2023. SHE RECEIVED SEVERANCE IN THE AMOUNT OF ONE YEAR'S SALARY ($317,631) PLUS 12 MONTHS' COBRA INSURANCE ($13,007). FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND THE BOARD REVIEW THE 990 AT A REGULARLY SCHEDULED MEETING THAT FALLS CLOSE TO WHEN THE DOCUMENT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS RECEIVE IT, AND ARE REMINDED OF IT ANNUALLY. POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AND DETAILED AT QUARTERLY BOARD MEETINGS, WITH ACTIONS TAKEN IF SUCH A CONFLICT ARISES OR IS PERCEIVED AS MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT SURVEY OF NON-PROFIT CEO COMPENSATION IS REVIEWED AND THE COMPENSATION FOR THE COMING YEAR FOR THE CEO IS APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WHEN NEEDED IN THE COURSE OF BUSINESS TRANSACTIONS. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO ALTAMED -1,006,662. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.