2025-05-08T08:02:02-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2023-07-01 383675065 HEALTHY SMILES FOR KIDS OF ORANGE COUNTY HEAL 7145103837 10602 CHAPMAN AVE 200 GARDEN GROVE CA 92840 RIA BERGER CEO 7145103837 2025-05-06 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-05-06 2023 2025-03-06 01:10:19Z RIA BERGER 10602 CHAPMAN AVE 200 GARDEN GROVE CA 92840 7843057 0 1 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 13 120 13 0 0 706373 2016353 8284504 5631068 32815 195636 0 0 9023692 7843057 0 0 0 0 7114319 4765782 0 0 41198 3363895 1973171 10478214 6738953 -1454522 1104104 7481757 8447961 1061221 923321 6420536 7524640 X 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 6009513 4626707 CLINIC - SPECIALTY SERVICES, PROVIDING SECONDARY CARE, SEDATION SERVICES: NITROUS, ORAL, GENERAL, ORTHODONTICS PHASE 1 & 2, LIMITED ENDODONTIC SERVICES, INCLUDING MOBILE CLINIC FOR TREATMENT. 159184 1004361 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). 6168697 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 11 0 1 120 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 1 0 CA X KIM BANCO 9492466120 10602 CHAPMAN AVE STE 200 GARDEN GROVE CA 92840 RIA BERGER CEO 40.00 X X 656203 0 6162 JESSICA MACHADO DEPUTY DENTAL DIR CLINICAL OPERATIONS 32.00 X 200401 0 12668 NORMAN CHEN DEPUTY DENTAL DIR CLINICAL OPERATIONS 24.00 X 188869 0 475 DARLINE TORRES DIRECTOR OF CLINIC OPERATIONS 40.00 X 108767 0 9827 MARC LERNER CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 BRANDEN NELSON SECRETARY 2.00 X X 0 0 0 JOANN ASHMAN BOARD MEMBER 2.00 X 0 0 0 JOHN BEAVER BOARD MEMBER 2.00 X 0 0 0 PATTI DODGE BOARD MEMBER 2.00 X 0 0 0 JEFF FLOCKEN BOARD MEMBER 2.00 X 0 0 0 LIGIA HALLSTROM BOARD MEMBER 2.00 X 0 0 0 ALISON KERMODE BOARD MEMBER 2.00 X 0 0 0 HARVEY LEE BOARD MEMBER 2.00 X 0 0 0 JEFF MILLER BOARD MEMBER 2.00 X 0 0 0 RICHARD MUNGO BOARD MEMBER 2.00 X 0 0 0 RICHARD SPAULDING BOARD MEMBER 2.00 X 0 0 0 GARY VAN ARNAM BOARD MEMBER 2.00 X 0 0 0 1154240 0 29132 4 0 1 0 0 2016353 5364 2016353 DENTAL SERVICES 624100 4626707 4626707 DENTAL EDUCATION 624100 1004361 1004361 5631068 195636 195636 7843057 5631068 0 195636 4076011 3849476 192814 33721 377133 312039 62275 2819 312638 295386 14666 2586 28815 28815 5048 4055 288 705 40232 39357 431 444 140741 126299 13780 662 318464 315724 2740 13329 10505 2804 20 11086 11086 238551 235692 2859 82597 56157 26202 238 CONSULTANTS - CLINICIAN 548468 548468 DENTAL SUPPLIES AND CLI 261455 261455 CREDIT LOSSES 99535 13689 85846 CONSULTANTS - NONCLINIC 88558 1049 87509 96292 88260 8029 3 6738953 6168697 529058 41198 2996954 4951478 2225766 1939365 936517 647891 107836 76428 1869963 1483622 604171 386341 610513 446458 7481757 8447961 441458 463475 619763 459846 1061221 923321 X 6265536 6447210 155000 1077430 6420536 7524640 7481757 8447961 1104104 0 X X 0 1 X 1 0 X 2704006 3466273 2195387 706373 2016353 11088392 2704006 3466273 2195387 706373 2016353 11088392 3372921 7715471 3613 1966 592 52448 195636 254255 11342647 0.68020 0.87160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 466622 422147 44475 130292 125669 4623 1273049 935806 337243 386341 OPERATING RIGHT-OF-USE ASSET 446458 446458 OPERATING LEASE 459846 459846 X 7881097 38040 38040 7843057 0 7843057 6776993 38040 38040 6738953 0 6738953 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. X X 1 0 0 0 0 0 0 1 0 RIA BERGER CEO 295258 0 360945 0 0 0 0 0 6162 0 662365 0 0 0 JESSICA MACHADO DEPUTY DENTAL DIR CLINICAL OPERATION 200401 0 0 0 0 0 0 0 12668 0 213069 0 0 0 NORMAN CHEN DEPUTY DENTAL DIR CLINICAL OPERATION 188869 0 0 0 0 0 0 0 475 0 189344 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 WILL REVIEW IT FIRST AND, ONCE APPROVED, A COPY WILL BE SENT TO THE ENTIRE BOARD. 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 15 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.