2024-05-15T16:03:14-05:00 2023-06-30 910189318 MOSS ADAMS LLP 225 S LAKE AVE 900 PASADENA CA 91101 990 2022-07-01 953954057 PARTNERS IN CARE FOUNDATION PART 8188373775 732 MOTT ST 150 SAN FERNANDO CA 91340 W JUNE SIMMONS CEO 8188373775 2024-05-14 1 W JUNE SIMMONS 999009999 0 LAUREN A HAVERLOCK P00545829 3104770450 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z W JUNE SIMMONS 732 MOTT ST 150 SAN FERNANDO CA 91340 30428914 0 X WWW.PICF.ORG X 1999 CA PARTNERS ADDRESSES THE SOCIAL DETERMINANTS OF HEALTH BY ALIGNING SOCIAL CARE AND HEALTHCARE TO DEVELOP A WORLD WHERE EVERY PERSON HAS EQUITABLE ACCESS TO AFFORDABLE HIGH-QUALITY HEALTH AND SOCIAL CARE. 26 25 316 37 0 0 14447934 11841197 13472116 17161341 -9447 637 -25455 17701 27885148 29020876 0 0 0 0 15646451 17695995 0 0 612930 6612058 10806643 22258509 28502638 5626639 518238 19385234 22263197 4640654 6492621 14744580 15770576 X PARTNERS SHAPES THE EVOLVING HEALTH SYSTEM BY DEVELOPING AND SPREADING HIGH VALUE MODELS OF COMMUNITY-BASED CARE AND SELF-MANAGEMENT FOR DIVERSE POPULATIONS WITH CHRONIC CONDITIONS. 0 0 5453124 0 5087431 MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP) SUPPORTS OUR REGION'S LOWEST INCOME AND FRAILEST ELDERS BY FULFILLING THEIR FERVENT DESIRE TO LIVE FULLY INDEPENDENTLY AT HOME IN THEIR COMMUNITIES. THIS PROGRAM DESIGNS, IMPLEMENTS AND MONITORS CUSTOMIZED CARE PLANS BASED ON COMPREHENSIVE ASSESSMENTS THEN ARRANGES WHATEVER IS NEEDED FOR A DIGNIFIED AGING EXPERIENCE. 4584436 0 4554377 HOME AND COMMUNITY BASED ALTERNATIVE/NETWORK SERVICES: A STRATEGIC ALLIANCE OF COMMUNITY-BASED SOCIAL SERVICES PROVIDERS WITH THE EXPERTISE, LOCAL KNOWLEDGE, LANGUAGE DIVERSITY AND CULTURAL SENSITIVITY TO EMPOWER OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AND AGE IN THEIR COMMUNITIES. THE NETWORK STREAMLINES SERVICE ACCESS FOR HOSPITALS, HEALTH PLANS, AND PHYSICIAN GROUPS TO PROVIDE A SINGLE GROUP OF CONNECTION WITH HOME AND COMMUNITY-BASED INTERVENTIONS THAT OPTIMIZE HEALTH OUTCOMES. PARTNERS AT HOME COORDINATES A LARGE SPECTRUM OF RESOURCES, MEAL DELIVERY, TRANSPORTATION, SAFETY EVALUATIONS, HOME MODIFICATIONS AND MORE. 5163276 0 6225200 COMMUNITY WELLNESS CHRONIC DISEASE AND SELF-MANAGEMENT EDUCATION: OFFERS VITAL EVIDENCE-BASED HEALTH EDUCATION PROGRAMS FOR PREVENTING AGE AND ILLNESS RELATED DECLINE BY MANAGING CHRONIC ILLNESS, PREVENTING FALSE AND REDUCING MEDICATION ERRORS. NUMBERS OF PARTICIPANTS COMPLETING WORKSHOPS PER YEAR AVERAGE 2,874. STRATEGIC INITIATIVES WORKS WITH PROGRAMS IN PLANNING AND STARTUP PHASES OR WHERE THEY CROSS DEPARTMENTS. PROGRAMS RANGE FROM CONSULTING TO ADDRESS DETERMINATES OF HEALTH, BUSINESS DEVELOPMENT, GRANTS AND STRATEGIC PLANNING. 7637897 1294333 PARTNERS SHAPES THE EVOLVING HEALTH SYSTEM BY DEVELOPING AND SPREADING HIGH VALUE MODELS OF COMMUNITY-BASED CARE, CARE MANAGEMENT AND SELFMANAGEMENT FOR DIVERSE VULNERABLE POPULATIONS. 7637897 1294333 22838733 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 44 0 1 316 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ALEXIS CISNEROS 8188373775 732 MOTT ST SUITE 150 SAN FERNANDO CA 91340 ANWAR ZOUEIHID VICE PRESIDENT, LONG TERM SRVCS. 40.00 0.00 X 222083 0 14502 ALEXIS CISNEROS CFO 40.00 0.00 X 203730 0 15172 ESTER SEFILYAN VICE PRESIDENT, SHORT TERM SRVCS. 40.00 0.00 X 194065 0 21443 KAREN SCHNEIDER VICE PRESIDENT, DEVELOPMENT 40.00 0.00 X 187327 0 8153 DIANNE DAVIS VICE PRESIDENT, CWD 40.00 0.00 X 161995 0 12563 RUSSELL DONAHUE SR VP, PHILANTHROPIC SERVICES 40.00 0.00 X 162367 0 6516 BRIANA SCAMARDO VICE PRESIDENT, HR 40.00 0.00 X 147083 0 12356 IRMA SHIRVANIAN SENIOR DIRECTOR, IT 40.00 0.00 X 128748 0 19414 W JUNE SIMMONS CEO 40.00 0.20 X X 0 0 57751 KATHERINE A KIRCHHOFF CHAIR 2.00 0.00 X 0 0 0 CATHI CUNNINGHAM VICE CHAIR 0.20 0.00 X 0 0 0 JACK SCHLOSSER VICE CHAIR 0.20 0.00 X 0 0 0 EDWARD KIM TREASURER 0.20 0.00 X 0 0 0 JENNIFER L KOZAKOWSKI SECRETARY 0.20 0.00 X 0 0 0 MARTA FERNANDEZ PAST CHAIR 0.20 0.00 X 0 0 0 ADRIANA MENDOZA BOARD MEMBER 0.20 0.00 X 0 0 0 ALEXANDER STRACHAN BOARD MEMBER 0.20 0.00 X 0 0 0 ALFRED POIRIER BOARD MEMBER 0.20 0.00 X 0 0 0 AMANDA FLAUM BOARD MEMBER 0.20 0.00 X 0 0 0 DON CRANE BOARD MEMBER 0.20 0.00 X 0 0 0 GERALD SULLIVAN BOARD MEMBER 0.20 0.00 X 0 0 0 GORDON M JOHNSON BOARD MEMBER 0.20 0.00 X 0 0 0 JAMES B EDWARDS BOARD MEMBER 0.20 0.00 X 0 0 0 JAMES LOTT BOARD MEMBER 0.20 0.00 X 0 0 0 JENNIFER P HEENAN BOARD MEMBER 0.20 0.00 X 0 0 0 MANOJ K MATHEW BOARD MEMBER 0.20 0.00 X 0 0 0 MARI ZAG BOARD MEMBER 0.20 0.00 X 0 0 0 PAUL CRAIG BOARD MEMBER 0.20 0.00 X 0 0 0 PETE BROWN BOARD MEMBER 0.20 0.00 X 0 0 0 PETER MACKLER BOARD MEMBER 0.20 0.00 X 0 0 0 ROBERT W LUNDY BOARD MEMBER 0.20 0.00 X 0 0 0 SETH ELLIS BOARD MEMBER 0.20 0.00 X 0 0 0 STEVE O'DELL BOARD MEMBER 0.20 0.00 X 0 0 0 TERRI CAMMARANO BOARD MEMBER 0.20 0.00 X 0 0 0 1407398 0 167870 11 0 1 1 ACCESS TLC 5401 TECH CIRCLE MOORPARK CA 93021 SUPPORTIVE PROFESSIONAL CONTRACT LABOR 534831 J & J EXECUTIVE SERVICES INC 4128 RHODES AVE STUDIO CITY CA 91604 PROFESSIONAL SERVICES 511738 SIDEBENCH STUDIOS LLC 2912 COLORADO AVE 201 SANTA MONICA CA 90404 SOFTWARE DEVELOPMENT 286312 MEALS ON WHEELS 1200 N KNOLLWOOD CIR ANAHEIM CA 92801 SUPPORTIVE PROFESSIONAL CONTRACT LABOR 279092 CAMCORR INC 81 TANGELO 305 IRVINE CA 92618 SUPPORTIVE PROFESSIONAL CONTRACT LABOR 230130 21 320240 11375912 145045 11841197 CARE COORDINATION 9641808 9641808 HEALTH SELF-ASSESSMENT 6225200 6225200 OTHER PROGRAM FEES 1294333 1294333 17161341 78226 78226 1087383 1164972 -77589 -77589 -77589 190553 320240 243066 -52513 -52513 OTHER INCOME 70214 70214 70214 29020876 17161341 0 18338 X 1140213 453466 686747 13707506 11855480 1457160 394866 282391 239255 24913 18223 1600270 1386959 188661 24650 965615 743066 188028 34521 89970 89970 43746 43746 12000 12000 48110 48110 7804563 6526439 1200599 77525 834900 597209 202915 34776 432051 317247 94145 20659 324865 255840 69025 282745 197123 83709 1913 43943 14658 24278 5007 240320 240320 161873 161873 BAD DEBT AND OTHER EXPE 307227 489 306487 251 RECRUITMENT COSTS 152462 152462 DUES/MEMBERSHIPS 27868 11182 16147 539 28502638 22838733 5050975 612930 7050175 4617745 36784 386813 5884139 5667052 3795218 5165216 78487 69338 1673446 1122016 741350 551430 1095292 4161752 703789 1643851 19385234 22263197 3126952 4588206 0 250000 1513702 1654415 4640654 6492621 X 13123351 15065803 1621229 704773 14744580 15770576 19385234 22263197 X 518238 482317 25441 X 0 1 X 1 1 1 X 7495431 9130625 11120248 14447934 11841197 54035435 7495431 9130625 11120248 14447934 11841197 54035435 54035435 16371 21880 9732 10453 78226 136662 1620 70214 71834 54243931 56371455 0.99620 0.99750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 12000 12000 0 PART II-B, LINE 1: THE ORGANIZATION'S LOBBYING ACTIVITIES INCLUDED ENGAGING A POLICY ADVOCACY CONSULTANT AND POLICY-RELATED INFORMATION SHARING. 724117 545895 178222 856451 483243 373208 92878 92878 0 551430 DEFERRED COMPENSATION PLAN ASSET 524687 DEPOSITS 17676 RIGHT OF USE ASSETS 1101488 1643851 DEFERRED COMPENSATION PLAN LIABILITY 524687 ROU LEASE LIABILITIES 1129728 1654415 X PART X, LINE 2: THE FOUNDATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT IDENTIFY ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. TRIBUTE DINNER 510793 320240 190553 50527 171586 20953 510793 320240 190553 50527 171586 20953 243066 -52513 X X X 0 1 0 0 0 0 0 1 0 ANWAR ZOUEIHID VICE PRESIDENT, LONG TERM SRVCS. 185479 0 36604 0 0 0 7460 0 7042 0 236585 0 0 0 ALEXIS CISNEROS CFO 178852 0 24878 0 0 0 8149 0 7023 0 218902 0 0 0 ESTER SEFILYAN VICE PRESIDENT, SHORT TERM SRVCS. 171940 0 22125 0 0 0 4646 0 16797 0 215508 0 0 0 KAREN SCHNEIDER VICE PRESIDENT, DEVELOPMENT 165872 0 21455 0 0 0 7493 0 660 0 195480 0 0 0 DIANNE DAVIS VICE PRESIDENT, CWD 146001 0 15994 0 0 0 5460 0 7103 0 174558 0 0 0 RUSSELL DONAHUE SR VP, PHILANTHROPIC SERVICES 142208 0 20159 0 0 0 6249 0 267 0 168883 0 0 0 BRIANA SCAMARDO VICE PRESIDENT, HR 128877 0 18206 0 0 0 5442 0 6914 0 159439 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS A NONQUALIFIED SUPPLEMENTAL DEFERRED COMPENSATION PLAN. THE PLAN AWARDS AMOUNTS TO THE COE ANNUALLY BASED ON CERTAIN SPECIFIC AND DISCRETIONARY CRITERIA. THE AMOUNT PAID TO JUNE SIMMONS IN 2022 WAS $57,751. PART I, LINE 7 PARTNERS IN CARE FOUNDATION USES A HR CONSULTANT TO REVIEW A BONUS PLAN AND IT IS THEN PRESENTED TO BOARD'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. FORM 990, PART VII, SECTION A, LINE 5 THE ORGANIZATION'S CEO, W JUNE SIMMONS, IS PAID BY J&J EXECUTIVE SERVICES, INC. COMPENSATION PAID TO HER IS REPORTED ON SCHEDULE L. J&J EXECUTIVE SERVICES INC 100% CONTROLLED ENTITY OF CEO, W JUNE SIMMONS 511738 PAYMENTS FOR EXECUTIVE SERVICES 0 FORM 990, PART VI, SECTION A, LINE 3 JUNE SIMMONS, CEO, IS HIRED AS A CONTRACTED CEO VIA J&J EXECUTIVE SERVICES FIRM. FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 ALONG WITH RELATED STATE TAX AND REGULATORY FILINGS ARE FULLY REVIEWED WITH THE AUDIT AND FINANCE COMMITTEE, THE CFO, AND AUDITORS AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR A GENERAL REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE ANNUAL MEETING, MEMBERS OF THE BOARD OF DIRECTORS OF PARTNERS IN CARE FOUNDATION SIGN A NEW CONFLICT OF INTEREST POLICY AGREEMENT. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 CEO'S AND CFO'S COMPENSATION IS SURVEYED AND REVIEWED BY OUTSIDE COMPENSATION CONSULTING FIRM(S) USING INDUSTRY STANDARDS FOR SOUTHERN CALIFORNIA AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS SURVEYED AND DETERMINED FOR LOCAL AREA (LOS ANGELES) NONPROFIT AGENCIES WITH COMPARABLE BUDGET SIZE AND NUMBER OF STAFF BY AN OUTSIDE CONSULTANT THAT IS A COMPENSATION SPECIALIST, VALERE CONSULTING, AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR AND CONSULTING: PROGRAM SERVICE EXPENSES 1,814,613. MANAGEMENT AND GENERAL EXPENSES 1,200,599. FUNDRAISING EXPENSES 72,312. TOTAL EXPENSES 3,087,524. SUBCONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 3,398,654. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,398,654. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,313,172. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,213. TOTAL EXPENSES 1,318,385. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 25,441. VISITING NURSES COMMUNITY SERVICES 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 953954056 ELDERLY CARE CA 501(C)(3) LINE 10 0 EVIDENCE BASED LEADERSHIP COLLABORATIVE 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 843070963 EVIDENCE BASED PROGRAM EXPANSION CA 501(C)(3) LINE 10 0 CALIFORNIA HEALTH INNOVATION CENTER INC 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 273825105 HOLDING COMPANY CA PARTNERS IN CARE FOUNDATION C 1.00000 0 CHARITABLE REMAINDER TRUST (1) TRUST MANAGEMENT CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0