Civic Intelligence

Wellspace Health

EIN 94-1713704 • 501(c)3 • Sacramento, CA

Profile

The mission of wellspace health is achieving regional health through high quality comprehensive care.

1500 Expo ParkwaySacramento, CA 95815

www.wellspacehealth.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.50x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.42x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

48th percentile

3.6%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

94th percentile

45%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

6.3%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Down

$104,952,483

Down $9,861,146 (-8.6%) from 2023

Liabilities

Up

$57,850,007

Up $27,437 (+0.0%) from 2023

Net Assets

Down

$47,102,476

Down $9,888,583 (-17%) from 2023

Revenue

Up

$144,431,220

Up $7,898,221 (+5.8%) from 2023

Expenses

Up

$154,805,392

Up $23,182,536 (+18%) from 2023

Net Income

Down

-$10,374,172

Down $15,284,315 (-311%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $6,303,005Liabilities 2010: $3,447,327Net Assets 2010: $2,855,6782010Assets 2011: $6,910,262Liabilities 2011: $4,459,206Net Assets 2011: $2,451,0562011Assets 2012: $6,762,217Liabilities 2012: $4,271,066Net Assets 2012: $2,491,1512012Assets 2013: $8,302,750Liabilities 2013: $5,464,284Net Assets 2013: $2,838,4662013Assets 2014: $8,960,038Liabilities 2014: $4,932,643Net Assets 2014: $4,027,3952014Assets 2015: $14,786,553Liabilities 2015: $8,303,947Net Assets 2015: $6,482,6062015Assets 2016: $22,691,599Liabilities 2016: $13,070,512Net Assets 2016: $9,621,0872016Assets 2017: $22,891,328Liabilities 2017: $13,019,021Net Assets 2017: $9,872,3072017Assets 2018: $21,032,602Liabilities 2018: $12,666,849Net Assets 2018: $8,365,7532018Assets 2019: $27,412,698Liabilities 2019: $18,498,490Net Assets 2019: $8,914,2082019Assets 2020: $37,804,786Liabilities 2020: $29,329,880Net Assets 2020: $8,474,9062020Assets 2021: $58,935,597Liabilities 2021: $28,151,474Net Assets 2021: $30,784,1232021Assets 2022: $79,197,223Liabilities 2022: $27,608,398Net Assets 2022: $51,588,8252022Assets 2023: $114,813,629Liabilities 2023: $57,822,570Net Assets 2023: $56,991,0592023Assets 2024: $104,952,483Liabilities 2024: $57,850,007Net Assets 2024: $47,102,4762024

Highlighted filing

2024

Assets$104,952,483
Liabilities$57,850,007
Net Assets$47,102,476

Operations Trend

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $11,173,9872010Expenses 2011: $13,172,4932011Expenses 2012: $13,511,6542012Revenue 2013: $19,571,446Expenses 2013: $19,224,131Net Income 2013: $347,3152013Revenue 2014: $22,940,868Expenses 2014: $21,755,751Net Income 2014: $1,185,1172014Revenue 2015: $31,688,892Expenses 2015: $29,233,851Net Income 2015: $2,455,0412015Revenue 2016: $38,032,668Expenses 2016: $34,893,550Net Income 2016: $3,139,1182016Revenue 2017: $42,538,478Expenses 2017: $42,289,624Net Income 2017: $248,8542017Revenue 2018: $53,863,007Expenses 2018: $55,371,165Net Income 2018: -$1,508,1582018Revenue 2019: $66,488,326Expenses 2019: $65,940,546Net Income 2019: $547,7802019Revenue 2020: $77,086,034Expenses 2020: $77,525,262Net Income 2020: -$439,2282020Revenue 2021: $113,777,679Expenses 2021: $92,240,904Net Income 2021: $21,536,7752021Revenue 2022: $128,391,519Expenses 2022: $105,654,650Net Income 2022: $22,736,8692022Revenue 2023: $136,532,999Expenses 2023: $131,622,856Net Income 2023: $4,910,1432023Revenue 2024: $144,431,220Expenses 2024: $154,805,392Net Income 2024: -$10,374,1722024

Highlighted filing

2024

Revenue$144,431,220
Expenses$154,805,392
Net Income-$10,374,172

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$57.9$47.1$144$155$10.4
2023Detailed filing. Detailed filing data is available for this year.$115$57.8$57.0$137$132$4.91
2022Detailed filing. Detailed filing data is available for this year.$79.2$27.6$51.6$128$106$22.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.9$28.2$30.8$114$92.2$21.5
2020Detailed filing. Detailed filing data is available for this year.$37.8$29.3$8.47$77.1$77.5$0.44
2019Detailed filing. Detailed filing data is available for this year.$27.4$18.5$8.91$66.5$65.9$0.55
2018Detailed filing. Detailed filing data is available for this year.$21.0$12.7$8.37$53.9$55.4$1.51
2017Detailed filing. Detailed filing data is available for this year.$22.9$13.0$9.87$42.5$42.3$0.25
2016Detailed filing. Detailed filing data is available for this year.$22.7$13.1$9.62$38.0$34.9$3.14
2015Detailed filing. Detailed filing data is available for this year.$14.8$8.30$6.48$31.7$29.2$2.46
2014Detailed filing. Detailed filing data is available for this year.$8.96$4.93$4.03$22.9$21.8$1.19
2013Summary only. Only limited summary data is available for this year.$8.30$5.46$2.84$19.6$19.2$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$4.27$2.49$13.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$4.46$2.45$13.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$3.45$2.86$11.2
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
$155,722,624
Mission and Program Overview

Mission

A federally qualified health center (fqhc) since june 2008, wellspace health provides health care services including primary & dental care, behavioral health, substance abuse treatment, counseling, prevention and crisis intervention services to socio-economically diverse families and their children.

Achieving regional health through high quality comprehensive care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$44,460,762$47,951,577▲ $3,490,815
Cash and Non-Interest-Bearing Accounts$10,235,263$16,378,015▲ $6,142,752
Accounts Receivable$11,497,606$12,348,341▲ $850,735
Investments in Publicly Traded Securities$9,548,704$0▼ $9,548,704
Savings and Temporary Cash Investments$11,761,965$5,212,928▼ $6,549,037
Pledges and Grants Receivable$3,674,703$2,755,810▼ $918,893
Prepaid Expenses and Deferred Charges$792,109$777,619▼ $14,490
Investments Other Securities$141,231$143,894▲ $2,663
Total Assets$114,813,629$104,952,483▼ $9,861,146
Other Assets Total$22,701,286$19,384,299▼ $3,316,987
Liabilities
Mortgage Notes Payable Secured by Investment Property$23,021,394$25,164,800▲ $2,143,406
Other Liabilities$23,120,936$20,061,466▼ $3,059,470
Accounts Payable and Accrued Expenses$9,746,625$9,108,736▼ $637,889
Deferred Revenue$1,933,615$3,515,005▲ $1,581,390
Total Liabilities$57,822,570$57,850,007▲ $27,437
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,860,084$47,072,382▼ $9,787,702
Net Assets With Donor Restrictions$130,975$30,094▼ $100,881
Total Net Assets Fund Balance$56,991,059$47,102,476▼ $9,888,583
Total Liabilities and Net Assets / Fund Balance$114,813,629$104,952,483▼ $9,861,146

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,195,684$3,012,287$27,714,574
Land$11,953,523-$10,233,954
Equipment$2,090,469$4,981,827$7,067,076
Leasehold Improvements$954,719$3,463,162$4,378,687
Other Land Buildings$757,182$1,731,334$2,389,641
Other Assets Org$160,677--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$27,431-▲ $2,663-$30,094
2022$25,441-▲ $1,990-$27,431
2021$29,849-▼ $4,408-$25,441
2020$22,335-▲ $7,514-$29,849
2019$22,409-▼ $74-$22,335
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Jonathan Porteus PhdChief Executive OfficerFT$439,943$179,410$619,353
Olga ThorneMd Ob GynecologistFT$525,407$25,623$551,030
Salome DodgeDo Ob GynecologistFT$433,253$32,811$466,064
Prudencio SamsonPsychiatristFT$453,510$9,169$462,679
Jay CurkendallMd Ob GynecologistFT$426,353$24,546$450,899
Alison HastingsMd Ob GynecologistFT$405,922$30,680$436,602
Janine BeraChief Medical OfficerFT$404,699$24,272$428,971
Charles Scott HarrodDeputy Chief Medical OfficerFT$297,134$30,302$327,436
Brenda ShippChief Operations/compliance OfficerFT$301,060$25,113$326,173
Francisco AguirreMedical Director of PediatricsPT$301,824$19,277$321,101
Chue VangChief Financial OfficerFT$258,980$11,700$270,680
Cordia Losh IiChief Strategy OfficerFT$257,131$3,183$260,314
Sean Benedict - Deputy ChiefOf Behavioral Health ProgramsFT$187,544$32,947$220,491

Board Members and Trustees

NameTitle
Ruzwa CooperPresident/community Director
Joyce Whiten - SecondVice President/consumer Director
Leah Murphy - FirstVice President/consumer Director
Bill BarcellonaCommunity Director
Chris BakerConsumer Director
Lisa StewartConsumer Director
Timothy MartinConsumer Director
Jody GrayConsumer Director (thru 01/24)
Jim TiltonSecretary/community Director
Larry MaasTreasurer/community Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Mason Building & Design LLCConstruction Services149 PARKSHORE DRIVE, Folsom, CA 95630$3,707,639
Wellspace Pharmacy Services INCPharmacy Consultation Services3215 PENNINGTON ROAD, Live Oaks, CA 95953$1,148,994
Aston Carter INCTemp StaffingPO BOX 7410408, Chicago, IL 60674-0408$1,139,035
Language Line Services INCInterpretation ServicesPO BOX 202564, Dallas, TX 95320-2564$1,048,562
Jan-pro Cleaning Systems Of SacCleaning Services1355 HALYARD DR STE 150, Sacramento, CA 95691$1,000,984
Revenue and Support

Revenue Composition

Contributions and Grants
$32,400,518
Program Service Revenue
$110,278,109
Investment Income
$1,405,065
Other Revenue
$347,528
All Other Contributions
$7,552,432
Change in Net Assets
$-10,374,172

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies78$983,822Cost/selling Price
Total Noncash Contributions78$983,822-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$102,192,202
Other Expenses$52,613,190
Total Fundraising Expense$130,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,847,760$11,838,858-$82,686,618
Occupancy$7,718,291$2,808,703-$10,526,994
Other Employee Benefits$7,765,996$1,438,206-$9,204,202
All Other Expenses$5,142,197$2,358,597-$7,500,794
Payroll Taxes$5,253,806$1,033,887-$6,287,693
Information Technology$1,957,996$2,748,984-$4,706,980
Office Expenses$3,471,533$544,123-$4,015,656
Fees for Services Other$3,661,733--$3,661,733
Current Officers, Directors, Trustees, and Key Employees$888,420$2,196,977-$3,085,397
Other Expenses$2,312,083$45,213-$2,312,083
Depreciation Depletion$1,392,660$513,252-$1,905,912
Conferences and Meetings$476,496$475,517-$952,013
Pension Plan Contributions$831,331$96,961-$928,292
Insurance$401,356$443,586-$844,942
Fees for Services Legal$102,585$529,457-$632,042
Fees for Services Accounting$1,050$324,126-$325,176
Travel$206,615$73,655-$280,270
Fees for Services Lobbying--$130,000$130,000
Fees for Service Investment Mgmnt Fees-$80,522-$80,522
Interest$15,165$19,341-$34,506
Advertising$1,299--$1,299
Total Functional Expenses$120,726,950$33,948,442$130,000$154,805,392
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$19,347,560
457(b) Deferred Compensation Liability$385,987
Other Liabilities$327,919
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The audit committee reviews the form 990 prior to filing.

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

All officers and board of director members are required to submit a disclosure form annually, which affirms their acceptance of the terms of the conflict of interest policy and the requirement to disclose any existing or potential conflict. Disclosures should be made to the chief executive officer (or if he or she is the one with the conflict, then to the board chair), who shall bring the matter to the attention of the board, or a duly constituted committee thereof. Disclosure involving directors should be made to the board chair, (or if he or she is the one with the conflict, then to the board vice-chair) who shall bring these matters to the board, or a duly constituted committee thereof. The board, or a duly constituted committee thereof, 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. Transactions with parties with whom a conflicting interest exists may be undertaken only if all of the following are observed: i. The conflicting interest is fully disclosed; ii. The person with the conflict of interest is excluded from the discussion and approval of such transaction; iii. A competitive bid or comparable valuation exists; and iv. The board, or a duly constituted committee thereof, has determined that the transaction is in the best interest of the organization.

Form 990, Part VI, Section B, Line 15

Wellspace health uses labor market data and market comparisons of other regional non-profits to determine compensation of the ceo, officers, and key employees. Wellspace health also uses the private market, based on experience and qualifications. The board of wellspace health approves the compensation for the ceo. The ceo approves compensation for all other officers and key employees. Deliberation and decision for the compensation was documented in the board approved budget. Market comparability was last undertaken in 2023, but other parts of the process are done annually.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Wellspace Health
EIN
94-1713704
Phone
9164694690
Address
1500 EXPO PARKWAY, SACRAMENTO, CA 95815

Signing Officer

Name
A Jonathan Porteus Phd
Title
CEO
Phone
9164694690
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
A Jonathan Porteus Phd
Formed
1970
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1,255
Volunteers
119

Preparer

Firm
Moss Adams Llp
Address
2882 PROSPECT PARK DR STE 300, RANCHO CORDOVA, CA 95670
Preparer
Amy L Hendley
Phone
9165038100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Endowment funding is restricted and can be utilized for any related organization mission. The organization's endowed agency fund is administered in accordance with the policies of the community foundation.

PART X, LINE 2:

Wellspace 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. Nexus is considered a disregarded entity as defined by the internal revenue service, and, therefore, treated as a division of the organization for federal tax purposes. 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.

Raw XML AppendixShowing 400 of 1,002 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/Desc0WELLSPACE HEALTH, A NONPROFIT FEDERALLY QUALIFIED HEALTH CENTER (FQHC), IS COMMITTED TO ENHANCING REGIONAL HEALTH BY DELIVERING HIGH-QUALITY, COMPREHENSIVE CARE. IN 2024, WELLSPACE REACHED AROUND 125,000 INDIVIDUALS THROUGH OVER 400,000 MEDICAL, DENTAL, BEHAVIORAL HEALTH, AND SUPPORTIVE SERVICE ENCOUNTERS. FOCUSED ON SERVING THE UNDERSERVED IN THE SACRAMENTO REGION, 92% OF ITS PATIENTS ARE CLASSIFIED AS LOW-INCOME, WITH 10% UNINSURED AND 6,200 EXPERIENCING HOMELESSNESS.WELLSPACE PROVIDES SERVICES DAILY TO 1,400 INDIVIDUALS VIA AN INTEGRATED NETWORK OF FEDERALLY QUALIFIED HEALTH CENTERS, BEHAVIORAL HEALTH CENTERS, AND CALIFORNIA'S SECOND-LARGEST 9-8-8 SUICIDE AND CRISIS CENTER (988 SACRAMENTO), ALONG WITH OTHER COLLABORATIVE PARTNERSHIPS. KEY PROGRAMS INCLUDE WELLSPACE NEXUS, WHICH ENHANCES CARE FOR VULNERABLE POPULATIONS THROUGH INNOVATIVE CARE MODELS AND NETWORK EXPANSION, AND THE WELLSPACE INSTITUTE, WHICH EMPOWERS HISTORICALLY DISENFRANCHISED COMMUNITIES VIA HEALTHCARE WORKFORCE PROGRAMS SUCH AS THE LEAD, MEDICAL ASSISTANT CERTIFICATE, AND COMMUNITY HEALTH WORKER CERTIFICATE PROGRAMS.988 SACRAMENTO, A CRITICAL PART OF THE CRISIS SYSTEM, OFFERS 24/7 SUICIDE PREVENTION AND MENTAL HEALTH CRISIS INTERVENTION, ENSURING ONGOING SUPPORT FOR INDIVIDUALS POST-CRISIS. AS SACRAMENTO COUNTY'S FIRST DESIGNATED CERTIFIED COMMUNITY BEHAVIORAL HEALTH CENTER (CCBHC) SINCE 2022, WELLSPACE ADDRESSES COMPLEX MENTAL HEALTH AND SUBSTANCE USE NEEDS COMPREHENSIVELY.WELLSPACE MAINTAINS HIGH STANDARDS OF CARE, ACCREDITED BY THE JOINT COMMISSION FOR AMBULATORY CARE AND BEHAVIORAL HEALTH, AND CERTIFIED AS A PATIENT-CENTERED MEDICAL HOME AND BEHAVIORAL HEALTH HOME, EMPHASIZING ITS COMMITMENT TO INTEGRATED, PATIENT-CENTERED CARE. THROUGH THESE INITIATIVES, WELLSPACE HEALTH CONTINUES TO ADVANCE ITS MISSION OF ACHIEVING REGIONAL HEALTH THROUGH INTEGRATED, INCLUSIVE, AND COMPASSIONATE CARE, ADAPTING TO MEET THE EVOLVING NEEDS OF THE COMMUNITIES IT SERVES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MD OB GYNECOLOGIST
IRS990/Form990PartVIISectionAGrp/TitleTxt2DO OB GYNECOLOGIST
IRS990/Form990PartVIISectionAGrp/TitleTxt3PSYCHIATRIST
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF MEDICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DEPUTY CHIEF MEDICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF OPERATIONS/COMPLIANCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEDICAL DIRECTOR OF PEDIATRICS
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12OF BEHAVIORAL HEALTH PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/COMMUNITY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT/CONSUMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT/CONSUMER DIRECTOR
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