Civic Intelligence

Apla Health & Wellness

EIN 84-1661910 • 501(c)3 • Los Angeles, CA

Profile

See schedule o for additional information.

611 S Kingsley DrLos Angeles, CA 90005

www.aplahealth.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.34x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.24x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

43rd percentile

2.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$553,606

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

48th percentile

5.5%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$74,629,273

Up $3,897,252 (+5.5%) from 2023

Liabilities

Up

$25,064,177

Up $1,209,219 (+5.1%) from 2023

Net Assets

Up

$49,565,096

Up $2,688,033 (+5.7%) from 2023

Revenue

Up

$105,661,585

Up $21,478,112 (+26%) from 2023

Expenses

Up

$103,132,931

Up $21,817,310 (+27%) from 2023

Net Income

Down

$2,528,654

Down $339,198 (-12%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $1,379,490Liabilities 2011: $1,379,490Net Assets 2011: $02011Assets 2012: $1,221,494Liabilities 2012: $1,221,494Net Assets 2012: $02012Assets 2013: $1,799,686Liabilities 2013: $1,799,686Net Assets 2013: $02013Assets 2014: $2,846,515Liabilities 2014: $2,846,515Net Assets 2014: $02014Assets 2015: $3,472,177Liabilities 2015: $3,472,177Net Assets 2015: $02015Assets 2016: $5,788,215Liabilities 2016: $5,788,215Net Assets 2016: $02016Assets 2017: $5,666,959Liabilities 2017: $5,259,918Net Assets 2017: $407,0412017Assets 2018: $15,970,412Liabilities 2018: $2,551,257Net Assets 2018: $13,419,1552018Assets 2019: $24,150,184Liabilities 2019: $4,150,340Net Assets 2019: $19,999,8442019Assets 2020: $35,366,899Liabilities 2020: $10,435,571Net Assets 2020: $24,931,3282020Assets 2021: $40,810,614Liabilities 2021: $5,729,422Net Assets 2021: $35,081,1922021Assets 2022: $54,378,695Liabilities 2022: $11,864,488Net Assets 2022: $42,514,2072022Assets 2023: $70,732,021Liabilities 2023: $23,854,958Net Assets 2023: $46,877,0632023Assets 2024: $74,629,273Liabilities 2024: $25,064,177Net Assets 2024: $49,565,0962024

Highlighted filing

2024

Assets$74,629,273
Liabilities$25,064,177
Net Assets$49,565,096

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0Revenue 2011: $1,693,046Expenses 2011: $1,653,384Net Income 2011: $39,6622011Revenue 2012: $1,976,914Expenses 2012: $1,937,252Net Income 2012: $39,6622012Revenue 2013: $3,017,031Expenses 2013: $2,977,369Net Income 2013: $39,6622013Revenue 2014: $4,833,413Expenses 2014: $4,793,751Net Income 2014: $39,6622014Revenue 2015: $6,823,662Expenses 2015: $6,784,000Net Income 2015: $39,6622015Revenue 2016: $11,912,128Expenses 2016: $11,872,465Net Income 2016: $39,6632016Revenue 2017: $13,373,263Expenses 2017: $12,926,561Net Income 2017: $446,7022017Revenue 2018: $20,107,440Expenses 2018: $18,941,362Net Income 2018: $1,166,0782018Revenue 2019: $46,379,066Expenses 2019: $39,944,774Net Income 2019: $6,434,2922019Revenue 2020: $55,511,377Expenses 2020: $50,653,912Net Income 2020: $4,857,4652020Revenue 2021: $66,394,497Expenses 2021: $56,777,396Net Income 2021: $9,617,1012021Revenue 2022: $73,193,456Expenses 2022: $66,672,998Net Income 2022: $6,520,4582022Revenue 2023: $84,183,473Expenses 2023: $81,315,621Net Income 2023: $2,867,8522023Revenue 2024: $105,661,585Expenses 2024: $103,132,931Net Income 2024: $2,528,6542024

Highlighted filing

2024

Revenue$105,661,585
Expenses$103,132,931
Net Income$2,528,654

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.6$25.1$49.6$106$103$2.53
2023Detailed filing. Detailed filing data is available for this year.$70.7$23.9$46.9$84.2$81.3$2.87
2022Detailed filing. Detailed filing data is available for this year.$54.4$11.9$42.5$73.2$66.7$6.52
2021Detailed filing. Detailed filing data is available for this year.$40.8$5.73$35.1$66.4$56.8$9.62
2020Detailed filing. Detailed filing data is available for this year.$35.4$10.4$24.9$55.5$50.7$4.86
2019Detailed filing. Detailed filing data is available for this year.$24.2$4.15$20.0$46.4$39.9$6.43
2018Detailed filing. Detailed filing data is available for this year.$16.0$2.55$13.4$20.1$18.9$1.17
2017Detailed filing. Detailed filing data is available for this year.$5.67$5.26$0.41$13.4$12.9$0.45
2016Detailed filing. Detailed filing data is available for this year.$5.79$5.79$0.00$11.9$11.9$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.47$3.47$0.00$6.82$6.78$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.85$2.85$0.00$4.83$4.79$0.04
2013Summary only. Only limited summary data is available for this year.$1.80$1.80$0.00$3.02$2.98$0.04
2012Summary only. Only limited summary data is available for this year.$1.22$1.22$0.00$1.98$1.94$0.04
2011Summary only. Only limited summary data is available for this year.$1.38$1.38$0.00$1.69$1.65$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$106,600,408
Mission and Program Overview

Mission

Apla health restores dignity and trust within underserved communities by providing world-class lgbtq+ empowering healthcare, hiv specialty care, food, housing and other essential support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,812,449$17,572,449▲ $4,760,000
Savings and Temporary Cash Investments$7,988,564$11,892,558▲ $3,903,994
Pledges and Grants Receivable$9,109,259$11,318,022▲ $2,208,763
Accounts Receivable$8,032,337$8,495,166▲ $462,829
Cash and Non-Interest-Bearing Accounts$11,197,296$3,394,203▼ $7,803,093
Investments in Publicly Traded Securities$2,709,726$3,061,321▲ $351,595
Other Notes and Loans Receivable, Net$2,712,269--
Prepaid Expenses and Deferred Charges$612,073$870,327▲ $258,254
Inventories for Sale or Use$233,556$209,881▼ $23,675
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$70,732,021$74,629,273▲ $3,897,252
Other Assets Total$15,324,492$17,815,346▲ $2,490,854
Liabilities
Other Liabilities$17,025,881$17,106,498▲ $80,617
Accounts Payable and Accrued Expenses$6,213,406$7,345,055▲ $1,131,649
Mortgage Notes Payable Secured by Investment Property$379,490$379,490→ $0
Deferred Revenue$236,181$233,134▼ $3,047
Total Liabilities$23,854,958$25,064,177▲ $1,209,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,067,014$45,903,823▲ $2,836,809
Net Assets With Donor Restrictions$3,810,049$3,661,273▼ $148,776
Total Net Assets Fund Balance$46,877,063$49,565,096▲ $2,688,033
Total Liabilities and Net Assets / Fund Balance$70,732,021$74,629,273▲ $3,897,252

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,075,929$5,129,641$16,205,570
Other Land Buildings$6,103,334$0$6,103,334
Equipment$393,186$1,706,276$2,099,462
Buildings$0$0$0
Land$0-$0
Other Assets Org$16,783,378--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,761,843$8,704▲ $313,729$22,955$3,061,321
2022$2,621,569$12,000▲ $295,792$167,518$2,761,843
2021$3,330,447$12,000▼ $546,135$174,743$2,621,569
2020$2,645,143$12,000▲ $831,700$158,396$3,330,447
2019$2,596,388$12,000▲ $186,107$149,352$2,645,143
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig ThompsonChief Executive OfficerFT$528,806$24,800$553,606
Jay GladsteinChief Medical OfficerFT$367,393$38,076$405,469
Robyn GoldmanCheif Financial Officer - End 03/2024FT$338,206$38,161$376,367
Jerome De VenteAssociate Medical DirectorPT$291,674$21,297$312,971
Kevin TangonanSite Medical DirectorFT$279,395$27,582$306,977
Joseph MoldovanChief Clinical Operations OfficerFT$266,099$13,364$279,463
Craig BowersChief Marketing & External Affairs OfficerFT$247,986$27,056$275,042
Jennifer SohDental DirectorFT$240,644$25,802$266,446
Francisca MataPhysicianFT$236,994$24,693$261,687
Donny FanChief Information OfficerFT$223,696$28,220$251,916
Madria MarshallChief Human Resources OfficerFT$208,195$31,283$239,478
Micahel GottliebPhysicianFT$236,239$3,168$239,407

Board Members and Trustees

NameTitle
Lee KlosinskiBoard Chair
Anthony HendersonBoard Vice Chair
Andrew ClarkDirector
Anyae CardwellDirector
Chad FranksDirector
Christopher TangDirector
Cody SiscoDirector
Daphne Kay ReddingDirector
David DoanDirector
David FloresDirector
Denis CagnaDirector
Elwood SidesDirector
James Patton IiiDirector
John SallyDirector
John SquatrittoDirector
Lindsey MorrisonDirector
M'ALYSSA MECENASDirector
Maricela De RiveraDirector
Mark KadzielskiDirector
Natalie RamosDirector
Stuart DowneyDirector
Kristina DixonInterim Chief Financial Officer - Start 02/2024
Jessie L McgrathSecretary
Alan R WaldenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Evilsizer Construction INCConstruction26470 RUETHER AVE, 106, Santa Clarita, CA 91350$1,433,167
Baldwin Hills Investors LtdRent141 EL CAMINO DR, STE 207, Beverly Hills, CA 90212$1,372,492
Envoy Health Care INCHome Health Services3151 CAHUENGA BLVD WEST, STE 320, Los Angeles, CA 90068$659,306
The Donald Parker Separate Property TrustRent4370 TJUNGA AVE, STE 220, Studio City, CA 91604$444,395
Klawiter & Associates INCArchitectural And Design Services626 WILSHIRE BLVD, STE 555, Los Angeles, CA 90017$420,147
Revenue and Support

Revenue Composition

Contributions and Grants
$35,796,970
Program Service Revenue
$69,642,100
Investment Income
$738,206
Other Revenue
$-515,691
All Other Contributions
$3,604,652
Change in Net Assets
$2,528,654

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory5$1,496,153Other - Fair Market Value (FMV)
Drugs and Medical Supplies2$44,536Other - Fair Market Value (FMV)
Total Noncash Contributions7$1,540,689-

Audited Revenue Reconciliation

Revenue per Audited Statements
$106,177,275
Revenue Not Reported on Financial Statements
$-515,690
Revenue Not Reported on Form 990
$497,418
Other Revenue Adjustments
$-515,690
Total Revenue per Audited Statements
$106,674,693
Total Revenue per Form 990
$105,661,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,134,397
Salaries, Compensation, and Employee Benefits$36,319,415
Grants and Similar Amounts Paid$7,459,711
Total Fundraising Expense$1,755,089
Professional Fundraising Fees$219,408

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$24,833,543$2,059,205$646,490$27,539,238
Grants to Domestic Individuals$7,152,765--$7,152,765
Occupancy$4,966,067$324,896$60,455$5,351,418
Fees for Services Other$3,929,302$479,489$259,886$4,668,677
Other Employee Benefits$2,841,572$131,642$46,259$3,019,473
Current Officers, Directors, Trustees, and Key Employees$872,211$1,403,408$207,469$2,483,088
Office Expenses$1,923,468$291,511$145,629$2,360,608
Payroll Taxes$1,992,334$207,387$57,978$2,257,699
Pension Plan Contributions$950,490$48,683$20,744$1,019,917
Depreciation Depletion$861,429$114,853$22,696$998,978
Other Expenses$324,134$570,871-$895,005
All Other Expenses$385,903$357,493$3,307$746,703
Information Technology$259,625$339,648$44,829$644,102
Advertising$417,235$11,563$15,244$444,042
Grants to Domestic Orgs$306,946--$306,946
Fees for Services Lobbying$258,594$30,831-$289,425
Insurance$21,482$234,515$502$256,499
Fees for Services Professional Fundraising--$219,408$219,408
Fees for Services Accounting-$201,850-$201,850
Conferences and Meetings$69,017$105,562$1,056$175,635
Travel$132,405$31,158$3,137$166,700
Fees for Services Legal$25,861$118,300-$144,161
Total Functional Expenses$94,314,977$7,062,865$1,755,089$103,132,931

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$103,986,660
Expenses per Audited Statements$103,132,931
Total Expenses per Form 990$103,132,931
Expenses Not Reported on Form 990$853,729
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aids UnitedWashington, DC501c3Support of Hiv/aids$69,000
Being Alivepeople With Aids Action Coalition IncLos Angeles, CA501c3Support of Hiv/aids$27,222
Project Angel FoodLos Angeles, CA501c3Support of Hiv/aids$10,253
The Life Group La IncFrazier Park, CA501c3Support of Hiv/aids$5,732
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$665,553
Professional Fundraising Fees$219,408
Fundraising Gross Income$149,862

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Best in Drag Show$285,667$127,131$108,273$18,858
Aids Walk La$1,078,847$22,731$413,082$-390,351
Total Events$1,369,463$149,862$665,553$-515,691
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rou Liabilites$17,106,498
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION

The ceo and cfo are compensated by apla health & wellness. The board reviews and approves the compensation of the chief executive officer and other officers independently, without participation of interested parties. As part of the review, comparability data of similar type organizations is evaluated. The process is then documented by the board of directors.

Form 990, Part VI, Line 1A Delegate broad authority to A committee

The Executive Committee members shall be those Directors who also serve as the Corporation's Chair, the Vice-Chair or Vice-Chairs, the Treasurer and Secretary, every Director who serves as the chair of a Standing Committee, and the Director who is appointed by the Chair or by the Board to serve on the Corporation's Justice, Anti-racism, Equity, Diversity, and Inclusion Committee.

Form 990, Part VI, Line 4 Significant changes to organizational documents

As of july 1, 2023 apla health & wellness and alliance for housing and healing merged to form one organization. Amended and restated bylaws were adopted effective december 16, 2023.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is prepared by an independent accounting firm based on the audited financial statements and information provided by the accounting department of the organization. The 990 draft is reviewed internally before filing with irs. The full 990 draft will be provided to the board after filing.

Form 990, Part VI, Line 12C Conflict of interest policy

Monitoring compliance with conflict of interest policy: prior to entering a proposed financial relationship with a director or officer, or a business controlled by a director or officer, the organization refers to and complies with the organization's conflict of interest policy. The organization requires annual disclosure statements to be completed by all directors and officers. The board assistant is responsible for ensuring all disclosure statements are submitted by the board members.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's financial statements and forms 990 from the past three years are posted on the website at www.aplahealth.org. The governing documents and conflict of interest policy are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Apla Health & Wellness
EIN
84-1661910
Phone
2132011600
Address
611 S Kingsley Dr, Los Angeles, CA 90005
Doing Business As
Apla Health

Signing Officer

Name
Joseph Moldovan
Title
CFO
Phone
2132011600
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
429
Volunteers
3,530

Preparer

Firm
Forvis Mazars LLP
Address
910 E St Louis 200 PO Box 1190, Springfield, MO 65806-2523
Preparer
Brian Todd
Phone
4178658701
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2 New program services

As of 7/1/2023, apla health & wellness merged with alliance for housing and healing. Because of this merger, apla health & wellness now offers a very robust set of housing services to its patients and clients.

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 361,712 including grants of $ 306,946)(Revenue $ 2,422,746) THE HOME HEALTH PROGRAM PROVIDES INTENSIVE NURSE AND SOCIAL WORK CASE MANAGEMENT TO HIV POSITIVE CLIENTS IN LOS ANGELES COUNTY WHO ARE IN DANGER OF FALLING INTO INSTITUTIONALIZED CARE OR OUT OF CARE ENTIRELY. THE PROGRAM ALSO PROVIDES ADDITIONAL IN-HOME SERVICES SUCH AS ATTENDANT CARE AND PSYCHOTHERAPY IN ORDER TO PROMOTE INDEPENDENT LIVING, QUALITY OF LIFE, AND MAXIMIZE HEALTH OUTCOMES. THE PROGRAM HELPS CLIENTS STAY IN THEIR OWN HOMES THEREBY REDUCING HE NEED FOR COSTLY SKILLED NURSING OR EXTENDED CARE PLACEMENTS, AND REDUCES THE BARRIERS TO EFFECTIVE HIV TREATMENT THEREBY HELPING LIMIT HIV-DISEASE PROGRESSION. APLA HEALTH & WELLNESS PROVIDES A NUMBER OF OTHER SMALLER PROGRAMS TO CLIENTS, INCLUDING FREE CONFIDENTIAL HIV COUNSELING AND TESTING; STD SCREENING AND TREATMENT; ACTIVELY OUTREACHING TO THE COMMUNITY AT-RISK FOR CONTRACTING HIV AND AIDS WITH A VARIETY OF PREVENTION-FOCUSED INTERVENTIONS; LINKAGE AND RETENTION IN CARE SUPPORT SERVICES; BENEFITS COUNSELING; SERVICES TO THOSE AGING WITH HIV; PREP/PEP NAVIGATION; AND RESEARCH PROJECTS.

Financial Statement Notes

Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part V, Line 4 Intended uses of endowment funds

The agency's temporarily restricted endowment was donated to support its vance north necessities of life program.

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

Special event net income - -515690

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

Special event net income - 515690

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IRS990/Desc0APLA HEALTH AND WELLNESS IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) PROVIDING LOW AND NO COST MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES TO LOW INCOME INDIVIDUALS, INCLUDING THOSE LIVING WITH HIV/AIDS. SERVICES ARE PROVIDED AT EIGHT CLINIC SITES LOCATED THROUGHOUT LOS ANGELES COUNTY. IN ADDITION TO MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES, PATIENTS ARE PROVIDED WITH ENROLLMENT AND ELIGIBILITY ASSISTANCE, TRANSPORTAION, AND CARE COORDINATION SERVICES. DURING THE YEAR ENDING JUNE 30, 2024, APLA HEALTH & WELLNESS PROVIDED CARE TO 12,855 PATIENTS THROUGH 66,602 VISITS.
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