Civic Intelligence

Ucsf Health Medical Foundation

990 • Fiscal year 2013 • EIN 86-1175591

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 19, 2014

6425 Christie Avenue No 10094608

(415) 476-7220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

43rd percentile

0.18x

Higher debt load relative to revenue than 43% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

98th percentile

$1,513,484

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

97th percentile

90%

Faster asset growth than 97% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

64th percentile

9.4%

Faster revenue growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Assets

Up

$4,347,155

Up $2,060,002 (+90%) from 2012

Net Assets

Flat

$0

Flat from 2012

Liabilities

Up

$4,347,155

Up $2,060,002 (+90%) from 2012

Revenue

Up

$23,698,202

Up $2,039,173 (+9.4%) from 2012

Expenses

Up

$23,698,202

Up $2,039,173 (+9.4%) from 2012

Net Income

Flat

$0

Flat from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $1,978,208Liabilities 2010: $1,978,208Net Assets 2010: $02010Assets 2011: $2,068,950Liabilities 2011: $2,068,950Net Assets 2011: $02011Assets 2012: $2,287,153Liabilities 2012: $2,287,153Net Assets 2012: $02012Assets 2013: $4,347,155Liabilities 2013: $4,347,155Net Assets 2013: $02013Assets 2014: $5,443,312Liabilities 2014: $5,443,312Net Assets 2014: $02014Assets 2015: $5,320,304Liabilities 2015: $5,320,304Net Assets 2015: $02015Assets 2016: $11,963,677Liabilities 2016: $11,963,677Net Assets 2016: $02016Assets 2017: $14,108,714Liabilities 2017: $14,108,714Net Assets 2017: $02017Assets 2018: $13,717,068Liabilities 2018: $13,717,068Net Assets 2018: $02018Assets 2019: $11,917,268Liabilities 2019: $11,917,268Net Assets 2019: $02019Assets 2020: $9,056,932Liabilities 2020: $9,056,932Net Assets 2020: $02020Assets 2021: $9,899,523Liabilities 2021: $9,899,523Net Assets 2021: $02021Assets 2022: $17,260,433Liabilities 2022: $17,260,433Net Assets 2022: $02022Assets 2023: $19,054,027Liabilities 2023: $19,054,027Net Assets 2023: $02023

Highlighted filing

2013

Assets$4,347,155
Liabilities$4,347,155
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $26,471,6402010Expenses 2011: $23,815,4582011Revenue 2012: $21,659,029Expenses 2012: $21,659,029Net Income 2012: $02012Revenue 2013: $23,698,202Expenses 2013: $23,698,202Net Income 2013: $02013Revenue 2014: $23,569,879Expenses 2014: $25,871,239Net Income 2014: -$2,301,3602014Revenue 2015: $15,650,701Expenses 2015: $15,650,701Net Income 2015: $02015Revenue 2016: $45,817,822Expenses 2016: $45,817,822Net Income 2016: $02016Revenue 2017: $57,998,416Expenses 2017: $57,998,416Net Income 2017: $02017Revenue 2018: $59,390,005Expenses 2018: $59,390,005Net Income 2018: $02018Revenue 2019: $56,383,406Expenses 2019: $56,383,406Net Income 2019: $02019Revenue 2020: $53,701,424Expenses 2020: $53,701,424Net Income 2020: $02020Revenue 2021: $53,401,080Expenses 2021: $53,401,080Net Income 2021: $02021Revenue 2022: $38,719,230Expenses 2022: $38,719,230Net Income 2022: $02022Revenue 2023: $45,299,084Expenses 2023: $45,299,084Net Income 2023: $02023

Highlighted filing

2013

Revenue$23,698,202
Expenses$23,698,202
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 19, 2014
Return Version
2013v3.0
Gross Receipts
$23,698,202
Mission and Program Overview

Mission

The mission of bay children's physicians is threefold: 1) to establish, operate and maintain medical clinics for the provision of healthcare services in california; 2) to promote health by providing, coordinating, integrating and facilitating health care, medical and wellness services for children; and 3) to conduct, sponsor and support medical research, medical education and health education.

The mission of bay children's physicians is threefold: to establish, operate and maintain medical clinics for the provision of healthcare services in california; to promote health by providing, coordinating, integrating and facilitating health care, medical and wellness services for children; to conduct, sponsor and support medical research, medical education and health education.form 990, part i, line 19 & form 990, part xi, line 3:explanation: the organization has no net income because the organization incurs expenses for physician services and receives income from patient revenue and other physician fee revenue in the amount of its expenses from outside vendors and parent organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,051,867$2,987,137▲ $935,270
Cash and Non-Interest-Bearing Accounts$531$1,206,025▲ $1,205,494
Other Notes and Loans Receivable, Net$20,000$0▼ $20,000
Total Assets$2,287,153$4,347,155▲ $2,060,002
Other Assets Total$214,755$153,993▼ $60,762
Liabilities
Other Liabilities$2,116,191$4,036,098▲ $1,919,907
Accounts Payable and Accrued Expenses$170,962$311,057▲ $140,095
Total Liabilities$2,287,153$4,347,155▲ $2,060,002
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$2,287,153$4,347,155▲ $2,060,002
Compensation and Service Providers

Employees

NameTitleOtherTotal
Sharon Pilmer MdSecretary and Director$37,393$37,393

Board Members and Trustees

NameTitle
Joshua Adler MdChair of the Board
Harold DavisChairman (thru 9/30/13)
David Durand MdDirector
Ken JonesDirector
Richard DecarloDirector
Bertram H LubinDirector (thru 9/30/13)
James KeefeDirector (thru 9/30/13)
Jeffrey CheungDirector (thru 9/30/13)
Patricia Chase MdDirector (thru 9/30/13)
Theodore Chaconas MdDirector (thru 9/30/13)
Lisa OzaetaInterim Executive Director
Barrie StricklandTreasurer and Director
Patricia TaggartCAO

Highest Paid Contractors

ContractorServicesLocationCompensation
Pediatric Multi-specialty Medical GroupPhysician Services-$22,259,133
Ecg Mgmt Cons INCConsulting Services-$136,575
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,698,202
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,698,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$23,393,494$304,708-$23,698,202
Total Functional Expenses$23,393,494$304,708$0$23,698,202
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common Board MemberPhysician ServicesNo$22,259,133
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Pediatric Multispecialty Medical Group$3,566,624
PAYABLE TO CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND$469,474
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Lisa ozaeta served as an interim executive director employed by ecg management consultants inc. Ecg management consultants inc received fees related to the interim executive director services of $136,575.

Form 990, Part VI, Section A, Line 4

The regents of the university of california, a california constitutional corporation acting on behalf of the university of california, san francisco (ucsf) and children's hospital & research center at oakland entered into a joint operating arrangement for baychildren's physicians, effective october 1, 2013. The articles and bylaws of baychildren's physicians were amended and restated. Further, new officers of the board of directors of baychildren's physicians were appointed and took office effective october 1, 2013.

Form 990, Part VI, Section B, Line 11

A draft of the form 990 will be reviewed by the chief executive officer. Following this review, any changes will be incorporated and the revised draft will be submitted to the audit committee of the board of directors. Following this review, any further revisions will be made. Final draft will be reviewed again by the executive director and the audit committee of the board of directors before submission to the irs.

Form 990, Part VI, Section B, Line 12C

All managers are required to submit an annual conflict of interest disclosure statement. In addition to managers, employees involved in direct purchasing decisions are required to submit an annual conflict of interest disclosure statement.

Form 990, Part VI, Section B, Line 15A

Compensation for the executive director was reviewed and approved by independent board of directors.

Form 990, Part VI, Section C, Line 19

California law requires that the corporation file its articles of incorporation (and any amendments or restatements with respect thereto) with the california secretary of state. Baychildren's physicians has done so. Copies of the articles can be obtained by members of the public through the office of the california secretary of state. There is no legal requirement that the corporation provide copies of its governance documents directly to members of the public. To obtain a copy of the governing documents, conflict of interest policy, and financial statements, one must submit a written request to the risk management department of baychildren's physicians and a copy will be sent to the return address.

Filing and Contact Details

Filer

EIN
86-1175591
Phone
4154767220

Signing Officer

Name
Carolyn Appenzeller
Title
Exec Director
Phone
4154767220
Signed
2014-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Appenzeller
Formed
2007
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
5

Preparer

Preparer
Renie Burbank
Phone
4159561500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees for services: program service expenses 23,393,494. Management and general expenses 304,708. Fundraising expenses 0. Total expenses 23,698,202.

Raw XML AppendixShowing 400 of 597 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE MISSION OF BAY CHILDREN'S PHYSICIANS IS THREEFOLD: TO ESTABLISH, OPERATE AND MAINTAIN MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN CALIFORNIA; TO PROMOTE HEALTH BY PROVIDING, COORDINATING, INTEGRATING AND FACILITATING HEALTH CARE, MEDICAL AND WELLNESS SERVICES FOR CHILDREN; TO CONDUCT, SPONSOR AND SUPPORT MEDICAL RESEARCH, MEDICAL EDUCATION AND HEALTH EDUCATION.FORM 990, PART I, LINE 19 & FORM 990, PART XI, LINE 3:EXPLANATION: THE ORGANIZATION HAS NO NET INCOME BECAUSE THE ORGANIZATION INCURS EXPENSES FOR PHYSICIAN SERVICES AND RECEIVES INCOME FROM PATIENT REVENUE AND OTHER PHYSICIAN FEE REVENUE IN THE AMOUNT OF ITS EXPENSES FROM OUTSIDE VENDORS AND PARENT ORGANIZATIONS.
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IRS990/Desc0SEE SCHEDULE ONEUROLOGY - OUR NEUROLOGY SPECIALISTS EVALUATE AND CARE FOR CHILDREN FROM BIRTH TO AGE 18 WHO HAVE DISORDERS AFFECTING THE CENTRAL NERVOUS SYSTEM, SPINAL CORD, NERVES, AND MUSCLES. OUR NEUROLOGY STAFF SUPERVISE A COMPREHENSIVE EPILEPSY CENTER AND WORK CLOSELY WITH THE NEUROSURGERY STAFF TO EVALUATE AND MANAGE CARE OF CHILDREN WITH BRAIN TUMORS.PRIMARY CARE - THE PRIMARY CARE CENTER'S CARING TEAM OF PEDIATRICIANS PROVIDES HEALTH SUPERVISION OF CHILDREN FROM BIRTH TO AGE 19. WE PROVIDE A WIDE RANGE OF SERVICES, FROM ROUTINE PREVENTATIVE CARE TO THE MANAGEMENT OF CHRONIC MEDICAL CONDITIONS. WE WORK HARD TO BE CULTURALLY SENSITIVE TO THE NEEDS OF A DIVERSE POPULATION, SO WE MAKE SURE INTERPRETER SERVICES AND SOCIAL SERVICE CASE MANAGERS ARE AVAILABLE. SHUTTLE SERVICE FROM CHILDREN'S HOSPITAL'S MAIN CAMPUS IS ALSO AVAILABLE, AND A PHARMACY AND SOME LAB SERVICES ARE ON SITE. THE FAMILY OUTREACH CLINIC PROVIDES PRIMARY CARE SERVICES TO CHILDREN IN FOSTER CARE, AND THE SOUTHEAST ASIAN CLINIC SERVES MANY SOUTHEAST ASIAN FAMILIES LIVING IN OUR COMMUNITY. OUR ADOLESCENT MEDICINE TEAM IS SPECIALLY TRAINED TO LOOK AT ALL ASPECTS OF AN ADOLESCENT'S LIFE TO HELP ADDRESS THE MANY MEDICAL AND MENTAL HEALTH ISSUES THEY FACE. OUR TEAM IS EXPERIENCED WITH ISSUES SUCH AS ROUTINE PREVENTATIVE CARE, IMMUNIZATIONS, ASTHMA, OBESITY, NUTRITION, SPORTS PHYSICALS, MENTAL HEALTH, REPRODUCTIVE HEALTH, SEXUALLY TRANSMITTED INFECTIONS, PHYSICAL AND SEXUAL ASSAULT, AS WELL AS MANAGEMENT OF CHRONIC MEDICAL CONDITIONS. WE HAVE THREE SITES TO PROVIDE SERVICES: THE TEEN CLINIC ON TELEGRAPH AVENUE IN OAKLAND AND TWO SCHOOL BASED HEALTH CENTERS AT CASTLEMENT HIGH SCHOOL AND MCCLYMOND'S HIGH SCHOOL.REHABILITATION - BAYCHILDREN'S PEDIATRIC REHABILITATION TEAM PROVIDES A COMPREHENSIVE, INTEGRATED APPROACH TO CARING FOR CHILDREN, FROM BIRTH THROUGH ADOLESCENCE, WHO REQUIRE HOSPITALIZATION FOR MEDICAL REASONS RELATED TO DISABILITY, OR NEED INTENSIVE REHABILITATION FOLLOWING ILLNESS OR ACCIDENT THAT HAS CAUSED A LOSS OF FUNCTION. OUR COLLABORATIVE TEAM APPROACH INCLUDES OCCUPATIONAL THERAPISTS (OT), PHYSICAL THERAPISTS (PT), SPEECH AND LANGUAGE PATHOLOGISTS, HAND THERAPISTS, AUDIOLOGISTS, PHYSIATRISTS, ORTHOPEDIC SPECIALISTS, REHABILITATION NURSES AND SOCIAL WORKERS. THIS COMPREHENSIVE APPROACH ASSURES THAT CHILDREN WILL RETURN TO THEIR PREVIOUS FUNCTIONAL STATUS AS QUICKLY AS POSSIBLE OR WILL GAIN THE ABILITY TO DO THINGS THEY WERE NOT ABLE TO LEARN ON THEIR OWN.EMERGENCY MEDICINE- ED PHYSICIANS, CERTIFIED PEDIATRIC EMERGENCY MEDICINE SPECIALISTS, PROVIDE STAFFING FOR THE LEVEL 1 PEDIATRIC TRAUMA CENTER AND EMERGENCY DEPARTMENT AT CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND. IT'S ALSO THE BAY AREA'S ONLY EMERGENCY DEPARTMENT COMPLETELY DEDICATED TO THE CARE OF CHILDREN AND STAFFED 24 HOURS A DAY 7 DAYS A WEEK. WE TREAT CHILDREN FROM BIRTH TO 18 YEARS. ADULT PATIENTS ARRIVING AT THE ED ARE TREATED AND STABILIZED BEFORE TRANSFER TO AN APPROPRIATE ADULT FACILITY. LESS ACUTELY ILL PEDIATRIC PATIENTS ARE TRIAGED TO THE ED.ENDOCRINOLOGY - PHYSICIANS TREAT CHILDREN FROM BIRTH TO AGE 18 WHO HAVE ALL TYPES OF ENDOCRINE DISORDERS. GASTROENTEROLOGY - PHYSICIANS PROVIDE CARE FOR CHILDREN FROM BIRTH TO AGE 18 WHO HAVE SYMPTOMS AND DISEASES OF THE STOMACH, INTESTINES, LIVER AND PANCREAS.HOSPITALISTS - WE PROVIDE PEDIATRIC SPECIALISTS FOR SEVERAL HOSPITALS IN THE EAST BAY; THEY ASSUME THE CARE OF HOSPITALIZED PATIENTS IN THE PLACE OF PATIENTS' PRIMARY CARE PHYSICIAN. NEPHROLOGY - NEPHROLOGISTS PROVIDE CARE FOR CHILDREN FROM BIRTH THROUGH AGE 18 WHO HAVE RENAL DISEASE; LONG-TERM PATIENTS ARE SEEN UP TO AGE 21 YEARS. NEPHROLOGY DEALS WITH THE FUNCTION AND DISEASES OF THE KIDNEYS.PSYCHIATRY- WE ENSURE THAT THE COMPASSIONATE PROFESSIONALS IN THE DIVISION OF PSYCHIATRY OFFER A FULL RANGE OF OUTPATIENT PSYCHIATRIC AND PSYCHOLOGICAL SERVICES FOR CHILDREN UP TO AGE 18 AND THEIR FAMILIES, AS WELL AS CONSULTATION/LIAISON AND SUPPORTING SERVICES TO INPATIENTS AND STAFF. DEVELOPME
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$19.1$19.1$0.00$45.3$45.3$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$17.3$0.00$38.7$38.7$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$9.90$0.00$53.4$53.4$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.06$9.06$0.00$53.7$53.7$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$11.9$0.00$56.4$56.4$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$13.7$0.00$59.4$59.4$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$14.1$0.00$58.0$58.0$0.00
2016Detailed filing. Detailed filing data is available for this year.$12.0$12.0$0.00$45.8$45.8$0.00
2015Summary only. Only limited summary data is available for this year.$5.32$5.32$0.00$15.7$15.7$0.00
2014Summary only. Only limited summary data is available for this year.$5.44$5.44$0.00$23.6$25.9$2.30
2013Detailed filing. Detailed filing data is available for this year.$4.35$4.35$0.00$23.7$23.7$0.00
2012Summary only. Only limited summary data is available for this year.$2.29$2.29$0.00$21.7$21.7$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$2.07$0.00$23.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$1.98$0.00$26.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits