2024-05-15T17:00:50-05:00 2023-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2022-07-01 770496382 SANTA BARBARA NEIGHBORHOOD CLINICS SANT 8056177850 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 DR MAHDI ASHRAFIAN MD CHIEF EXECUTIVE OFFICER 8056177850 2024-05-14 1 DR MAHDI ASHRAFIAN MD 999009999 0 JESSICA MOITOZA P01282487 8059631837 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR MAHDI ASHRAFIAN MD 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 26768977 0 X WWW.SBCLINICS.ORG X 1998 CA OUR MISSION IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. 14 14 222 15 0 0 12619867 13699874 10507037 12184311 2261 274759 56143 33026 23185308 26191970 0 0 0 0 13199607 14555094 36045 0 316385 6711346 8143341 19946998 22698435 3238310 3493535 22361644 26542558 5024218 5732643 17337426 20809915 X THE MISSION OF SANTA BARBARA NEIGHBORHOOD CLINICS IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. 0 0 17457609 12184311 SANTA BARBARA NEIGHBORHOOD CLINICS (SBNC) WAS FORMED IN 1998 THROUGH A MERGER OF THREE EXISTING MEDICAL CLINICS, WHICH HAD PROVIDED MEDICAL CARE TO THE UNDERSERVED POPULATION SINCE THE 1970'S. SINCE 2013, SBNC HAS OPERATED AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) UNDER SECTION 330(E) OF THE PUBLIC HEALTH SERVICE ACT. SBNC PROVIDES A WIDE-SPECTRUM OF PRIMARY HEALTH CARE SERVICES AT NINE LOCATIONS, INCLUDING: FOUR MEDICAL AND BEHAVIORAL HEALTH CLINICS TWO DENTAL CLINICS ONE INTEGRATED MEDICAL, DENTAL AND BEHAVIORAL CLINIC ONE "BRIDGE" CLINIC DEDICATED TO TREATMENT OF SUBSTANCE USE DISORDERS, ADDITIONALLY, HEALTH PROMOTION SERVICES AND PATIENT EDUCATION SERVICES ARE PROVIDED. THESE CLINICS ARE LOCATED IN NEIGHBORHOODS OF THE CITIES OF SANTA BARBARA AND GOLETA, AND THE UNINCORPORATED DISTRICT OF ISLA VISTA. ALL ARE IN THE COUNTY OF SANTA BARBARA, CALIFORNIA. SBNC'S TARGET POPULATION INCLUDES LOW-INCOME, UNINSURED, HOMELESS AND MEDICALLY UNDERSERVED PEOPLE LIVING IN SOUTH SANTA BARBARA COUNTY. IN 2023, 67.8% OF PATIENTS WERE LATINO AND 70% HAD INCOMES BELOW THE FEDERAL POVERTY GUIDELINE. THIS POPULATION NEEDS ACCESS TO AFFORDABLE HEALTH CARE IN THEIR NEIGHBORHOODS, DELIVERED BY COMPASSIONATE, BI-LINGUAL, AND CULTURALLY AWARE STAFF. IN CALENDAR YEAR 2023, SBNC PROVIDED 32,840 MEDICAL ENCOUNTERS, 26,966 DENTAL ENCOUNTERS, AND 5,956 BEHAVIORAL HEALTH ENCOUNTERS FOR A TOTAL OF 65,762 CLINICAL VISITS. A TOTAL OF 18,162 UNDUPLICATED PATIENTS WERE SERVED. THE ORGANIZATION IS COMMITTED TO PROVIDING HEALTHCARE TO ALL PEOPLE, REGARDLESS OF ABILITY TO PAY. ABOUT 71.7% OF SBNC'S PATIENTS ARE ELIGIBLE FOR INSURANCE PROGRAMS, INCLUDING MEDI-CARE OR MEDI-CAL. ELEVEN AND A HALF PERCENT (11.5%) OF PATIENTS HAVE COVERED CALIFORNIA OR ANOTHER SOURCE OF COMMERCIAL INSURANCE. THE REMAINING 16.8% ARE "SELF-PAY" PATIENTS, WITHOUT INSURANCE; FOR THESE PATIENTS, SBNC HAS A SLIDING FEE DISCOUNT PROGRAM BASED ON PATIENT'S HOUSEHOLD SIZE AND INCOME 17457609 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 1 0 0 0 0 0 0 0 0 1 56 0 222 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X PHILLIP PHUNG 8058840168 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 BRIAN GOUGH CHAIR 4.00 X X 0 0 0 NORMAN COLAVINCENZO VICE CHAIR 4.00 X X 0 0 0 JAMES L ARMSTRONG TREASURER 4.00 X X 0 0 0 PAUL JACONETTE SECRETARY 4.00 X X 0 0 0 LYNN FITZGIBBONS DIRECTOR 4.00 X 0 0 0 STEPHEN HICKS DIRECTOR 4.00 X 0 0 0 DAVID HOPKINS DIRECTOR 4.00 X 0 0 0 BRIAN KNOWLES DIRECTOR 4.00 X 0 0 0 DON LAFLER DIRECTOR 4.00 X 0 0 0 CHRIS LAMBERT DIRECTOR 4.00 X 0 0 0 JERRY MENCHACA DIRECTOR 4.00 X 0 0 0 NIKKI RICKARD DIRECTOR 4.00 X 0 0 0 MELINDA STAVELEY DIRECTOR 4.00 X 0 0 0 ALI VALIPOUR DIRECTOR 4.00 X 0 0 0 NANCY TILLIE COO/CFO (7/1/22-8/19/22) 40.00 X 175989 0 9001 DR CHARLES FENZI CEO/CMO (7/1/22-9/11/2022) 40.00 X 203498 0 11446 DR MAHDI ASHRAFIAN CEO (9/12/22-6/30/23) 40.00 X 152192 0 2826 EMMA MAYER INTERIM CFO (3/1/23-6/30/23) 40.00 X 0 0 0 DR SUSAN LAWTON INTERIM CMO (9/12/22-6/30/23) 40.00 X 198951 0 13629 CHRISTINA MENDOZA DENTIST 40.00 X 199369 0 12767 JEREMY LIN DENTIST 40.00 X 192057 0 12925 WILLIAM FONTAINE DENTIST 40.00 X 189243 0 12628 JAYME JOHNSON DENTIST 40.00 X 189137 0 12478 BONNIE DAVIS PHYSICIAN 40.00 X 183649 0 13279 1684085 0 100979 31 0 1 0 NEXTGEN HEALTHCARE PO BOX 511449 LOS ANGELES CA 90051 IT/TELECOMMUNICATION SERVICE 326946 TELEPACIFIC COMMUNICATION PO BOX 509013 SAN DIEGO CA 921509013 IT/TELECOMMUNICATION SERVICES 322529 EGS GLOBAL INC 3219 E CAMELBACK RD PHOENIX AZ 85018 TELECOMMUNICATION SERVICE 202237 ALLEGIS GROUP HOLDINGS INC DBA 3689 COLLECTION CENTER DR CHICAGO IL 60693 STAFFING SERVICES 198113 ALL WAYS CLEAN PO BOX 462 MORRO BAY CA 93442 JANITORIAL SERVICES 185396 14 9806091 3893783 434563 13699874 PATIENT SERVICES 621110 12184311 12184311 12184311 311130 311130 540636 577007 -36371 -36371 -36371 MISCELLANEOUS REVENUE 900099 33026 33026 33026 26191970 12184311 0 307785 842886 209896 483081 149909 11096281 9356507 1728371 11403 1757296 1389847 349652 17797 858631 693592 153013 12026 382182 30066 352116 89220 89220 1855063 1114081 695007 45975 48261 25618 22643 2904338 2443138 405756 55444 610280 439650 170521 109 1096927 899106 197821 41987 30862 10046 1079 19718 19718 845267 784296 60971 66568 66568 BAD DEBT 183530 0 183530 0 22698435 17457609 4924441 316385 7585779 221289 2084988 1489685 621375 726753 1689257 1836701 92695 0 111227 295115 11677303 4699983 6559428 6977320 9966305 3616895 5029390 22361644 26542558 4550617 4071596 473601 0 0 1661047 5024218 5732643 X 11581416 15574500 5756010 5235415 17337426 20809915 22361644 26542558 X 3493535 -21046 X 0 1 X 1 1 1 X 6261865 9070488 12800026 12619867 13699874 54452120 12834209 11130753 10407517 10507037 12184311 57063827 19096074 20201241 23207543 23126904 25884185 111515947 1344600 400036 190811 286346 225495 2447288 0 1344600 400036 190811 286346 225495 2447288 109068659 1208 3544 3520 23375 311130 342777 1208 3544 3520 23375 311130 342777 7116 6275 1711 35895 33026 84023 19104398 20211060 23212774 23186174 26228341 111942747 0.97430 0.97560 0.00310 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1276542 1276542 7541844 2975633 4566211 2858917 1724350 1134567 6977320 ASSETS - HELD IN TRUST 59843 EMPLOYEE RETENTION TAX CREDIT 3331525 RIGHT OF USE ASSET 1638022 5029390 LEASE LIABILITY 1661047 1661047 X 26296323 1979 102374 104353 26191970 0 26191970 22823834 102374 23025 125399 22698435 0 22698435 PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2020 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED JUNE 30, 2023 AND 2022 OR FOR PRIOR PERIODS. PART XII, LINE 2D - OTHER ADJUSTMENTS: LEASE AMORTIZATION 23,025. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DR CHARLES FENZI CEO/CMO (7/1/22-9/11/2022) 203498 0 0 0 0 0 6399 0 5047 0 214944 0 0 0 DR SUSAN LAWTON INTERIM CMO (9/12/22-6/30/23) 198951 0 0 0 0 0 6744 0 6885 0 212580 0 0 0 CHRISTINA MENDOZA DENTIST 199369 0 0 0 0 0 5841 0 6926 0 212136 0 0 0 JEREMY LIN DENTIST 192057 0 0 0 0 0 5980 0 6945 0 204982 0 0 0 WILLIAM FONTAINE DENTIST 189243 0 0 0 0 0 5683 0 6945 0 201871 0 0 0 JAYME JOHNSON DENTIST 189137 0 0 0 0 0 5552 0 6926 0 201615 0 0 0 BONNIE DAVIS PHYSICIAN 183649 0 0 0 0 0 6294 0 6985 0 196928 0 0 0 NANCY TILLIE COO/CFO (7/1/22-8/19/22) 175989 0 0 0 0 0 4485 0 4516 0 184990 0 0 0 DR MAHDI ASHRAFIAN CEO (9/12/22-6/30/23) 152192 0 0 0 0 0 2826 0 0 0 155018 0 0 0 PART I, LINE 1A SBNC PROVIDED RENTAL ASSISTANCE TO DENTAL INTERNS DUE TO HIGH RENT IN THE COMMUNITY. X 188 52454 FMV X 115 382109 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE HAS THE RESPONSIBILITY OF REVIEWING AND ACCEPTING THE FORM 990. ONCE THE COMMITTEE HAS ACCEPTED THE RETURN A FINAL DRAFT IS SENT TO THE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS MUST SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE ADMINISTRATIVE ASSISTANT MONITORS THAT THE CONFLICT OF INTEREST STATEMENTS ARE COLLECTED AND THE CEO REVIEWS THEM. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT'S SALARIES EACH YEAR BASED ON SALARY INFORMATION FOR SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OWN WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CRT 1,979. LEASE AMORTIZATION -23,025.