2025-05-15T21:41:16-05:00 2024-06-30 910189318 MOSS ADAMS LLP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2023-07-01 942600143 STRATEGIES FOR CHANGE STRA 9163953552 1500 EXPO PARKWAY SACRAMENTO CA 95815 A JONATHAN PORTEUS PHD BOARD CHAIR 9163953552 2025-05-15 1 1 AMY L HENDLEY P01300654 9165038100 2025-05-15 2023 2025-03-06 01:10:19Z A JONATHAN PORTEUS PHD 1500 EXPO PARKWAY SACRAMENTO CA 95815 76058 0 X WWW.WELLSPACEHEALTH.ORG X 1979 CA STRATEGIES FOR CHANGE LEASES PROPERTY TO WELLSPACE HEALTH TO SUPPORT ITS MISSION. 5 3 0 3 0 0 61 56 114000 76002 0 0 0 0 114061 76058 0 0 0 0 0 0 0 0 0 108252 714698 108252 714698 5809 -638640 1605569 20759 946170 0 659399 20759 TO PROVIDE EXEMPLARY EVIDENCE-BASED SUBSTANCE ABUSE TREATMENT AND MENTAL HEALTH, CO-OCCURRING, AND SUPPORT SERVICES FOR ADULTS AND FAMILIES TO PROMOTE SELF-SUFFICIENCY, HEALTH, AND WHOLENESS IN THE COMMUNITY ENVIRONMENT. 0 0 714698 0 76002 STRATEGIES FOR CHANGE LEASES PROPERTY TO WELLSPACE HEALTH TO SUPPORT ITS MISSION. 714698 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X CHUE VANG 9164694690 1500 EXPO PARKWAY SACRAMENTO CA 95815 A JONATHAN PORTEUS PHD BOARD CHAIR/PRESIDENT 2.50 40.00 X X 0 611184 8169 CHRISTIE GONZALES MPA SECRETARY 2.00 40.00 X X 0 237765 38295 KIM CLARKE DIRECTOR 1.00 0.00 X 0 0 0 RUZWA COOPER DIRECTOR 1.00 1.50 X 0 0 0 LISA STEWART DIRECTOR 1.00 1.00 X 0 0 0 0 848949 46464 0 0 1 0 0 56 56 RENTAL REVENUE 531120 76002 76002 76002 76058 76002 0 0 40976 40976 37977 37977 IMPAIRMENT LOSS 635520 635520 BANK CHARGES 150 150 MEMBERSHIP DUES 75 75 714698 714698 0 0 10151 20759 15502 15502 1585385 0 564 0 9469 0 1605569 20759 946170 0 946170 0 X 659399 20759 659399 20759 1605569 20759 -638640 0 X 0 1 X 1 0 X 2552008 14358 63 61 56 2566546 2552008 14358 63 61 56 2566546 2566546 430074 430074 2996620 1252079 0.85650 0.92440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEBT FORGIVENESS 15502 15502 0 0 X PART X, LINE 2: SFC IS EXEMPT FROM AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT. NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 1 0 A JONATHAN PORTEUS PHD BOARD CHAIR/PRESIDENT 0 439943 0 165087 0 6154 0 7500 0 669 0 619353 0 0 CHRISTIE GONZALES MPA SECRETARY 0 237765 0 0 0 0 0 0 0 38295 0 276060 0 0 PART I, LINE 3 THE FILING ORGANIZATION RELIED ON A RELATED TAX-EXEMPT ORGANIZATION, WELLSPACE HEALTH, TO DETERMINE COMPENSATION FOR THE PRESIDENT. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 7 A. JONATHAN PORTEUS RECEIVED A ONE-TIME BONUS PAYMENT FOR FISCAL YEAR 2022 AND 2023 BASED ON AN ASSESSMENT OF HIS PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF WELLSPACE HEALTH, A RELATED TAX-EXEMPT ORGANIZATION, APPROVES THE APPOINTMENT OF ALL OF THE DIRECTORS OF STRATEGIES FOR CHANGE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990. AFTER ALL QUESTIONS AND COMMENTS ARE RESOLVED, FORM 990 IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C STRATEGIES FOR CHANGE REQUIRES ALL BOARD MEMBERS, OFFICERS, EMPLOYEES, CONTRACTORS, OR AGENTS TO ANNUALLY COMPLETE A DISCLOSURE FORM TO DISCLOSE IN WRITING ANY INTERESTS WHICH MAY CREATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND PROVIDE A STATEMENT SUGGESTING HOW SUCH CONFLICT COULD BE AVOIDED OR MITIGATED IF APPLICABLE. DISCLOSURES FROM THE CEO, DIRECTORS, EMPLOYEES, CONTRACTORS, OR AGENTS SHOULD BE MADE TO THE CHAIR OF THE BOARD (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD SECRETARY), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IN THE CASE OF A POTENTIALLY CONFLICTED PERSON WHO IS A BOARD MEMBER (INCLUDING THE CHAIR), THAT PERSON MAY MAKE A PRESENTATION TO THE BOARD REGARDING WHETHER HE OR SHE HAS A CONFLICT, AND MAY RESPOND TO RELATED QUESTIONS FROM THE BOARD. HOWEVER, AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTE ON, WHETHER A CONFLICT OF INTEREST EXISTS, AND IF SUCH CONFLICT IS DETERMINED BY THE BOARD TO EXIST, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, AND VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. THE DECISION OF THE BOARD, OR A DULY CONSTITUTED COMMITTEE THEREOF, ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS. THE CONFLICT OF INTEREST POLICY AND THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. WELLSPACE HEALTH 1500 EXPO PARKWAY SACRAMENTO CA 95815 941713704 FEDERALLY QUALIFIED HEALTH CENTER CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0