Civic Intelligence

Heritage Clinic and the Community

EIN 95-4814550 • 501(c)3 • Pasadena, CA

View Organization Page

Profile

Mission to provide excellent mental health and dementia services for the elderly and their families, as well as to train mental health professionals.

447 North El Molino AvePasadena, CA 91101

www.cfar1.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.28x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.21x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$231,707

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$10,029,075

Up $1,141,374 (+13%) from 2023

Liabilities

Up

$3,550,600

Up $279,449 (+8.5%) from 2023

Net Assets

Up

$6,478,475

Up $861,925 (+15%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin70th percentile

Revenue

Up

$14,031,558

Up $759,362 (+5.7%) from 2023

Expenses

Up

$13,169,633

Up $1,956,641 (+17%) from 2023

Net Income

Down

$861,925

Down $1,197,279 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,200,534Liabilities 2011: $1,804,814Net Assets 2011: $1,395,7202011Assets 2012: $2,687,682Liabilities 2012: $1,557,710Net Assets 2012: $1,129,9722012Assets 2013: $2,614,404Liabilities 2013: $1,598,190Net Assets 2013: $1,016,2142013Assets 2014: $1,431,381Liabilities 2014: $613,663Net Assets 2014: $817,7182014Assets 2015: $1,834,887Liabilities 2015: $967,295Net Assets 2015: $867,5922015Assets 2016: $2,065,765Liabilities 2016: $962,894Net Assets 2016: $1,102,8712016Assets 2017: $2,470,551Liabilities 2017: $1,183,427Net Assets 2017: $1,287,1242017Assets 2018: $1,972,455Liabilities 2018: $677,038Net Assets 2018: $1,295,4172018Assets 2019: $2,691,092Liabilities 2019: $1,367,991Net Assets 2019: $1,323,1012019Assets 2020: $4,336,702Liabilities 2020: $2,640,141Net Assets 2020: $1,696,5612020Assets 2021: $4,725,054Liabilities 2021: $2,041,583Net Assets 2021: $2,683,4712021Assets 2022: $5,901,994Liabilities 2022: $2,344,648Net Assets 2022: $3,557,3462022Assets 2023: $8,887,701Liabilities 2023: $3,271,151Net Assets 2023: $5,616,5502023Assets 2024: $10,029,075Liabilities 2024: $3,550,600Net Assets 2024: $6,478,4752024

Highlighted filing

2024

Assets$10,029,075
Liabilities$3,550,600
Net Assets$6,478,475
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,986,378Expenses 2011: $6,982,191Net Income 2011: $4,1872011Revenue 2012: $6,981,708Expenses 2012: $7,247,456Net Income 2012: -$265,7482012Revenue 2013: $3,875,095Expenses 2013: $3,988,853Net Income 2013: -$113,7582013Revenue 2014: $3,723,589Expenses 2014: $3,922,085Net Income 2014: -$198,4962014Revenue 2015: $4,231,137Expenses 2015: $4,181,263Net Income 2015: $49,8742015Revenue 2016: $4,779,010Expenses 2016: $4,543,731Net Income 2016: $235,2792016Revenue 2017: $5,313,494Expenses 2017: $5,129,241Net Income 2017: $184,2532017Revenue 2018: $5,827,294Expenses 2018: $5,819,001Net Income 2018: $8,2932018Revenue 2019: $7,299,591Expenses 2019: $7,267,229Net Income 2019: $32,3622019Revenue 2020: $8,484,912Expenses 2020: $8,111,452Net Income 2020: $373,4602020Revenue 2021: $9,030,914Expenses 2021: $8,044,004Net Income 2021: $986,9102021Revenue 2022: $9,949,064Expenses 2022: $9,075,189Net Income 2022: $873,8752022Revenue 2023: $13,272,196Expenses 2023: $11,212,992Net Income 2023: $2,059,2042023Revenue 2024: $14,031,558Expenses 2024: $13,169,633Net Income 2024: $861,9252024

Highlighted filing

2024

Revenue$14,031,558
Expenses$13,169,633
Net Income$861,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,029,075
Liabilities
$3,550,600
Net assets
$6,478,475
Revenue
$14,031,558
Expenses
$13,169,633
Net income
$861,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$3.55$6.48$14.0$13.2$0.86
2023Detailed filing. Detailed filing data is available for this year.$8.89$3.27$5.62$13.3$11.2$2.06
2022Detailed filing. Detailed filing data is available for this year.$5.90$2.34$3.56$9.95$9.08$0.87
2021Detailed filing. Detailed filing data is available for this year.$4.73$2.04$2.68$9.03$8.04$0.99
2020Detailed filing. Detailed filing data is available for this year.$4.34$2.64$1.70$8.48$8.11$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.69$1.37$1.32$7.30$7.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.68$1.30$5.83$5.82$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.47$1.18$1.29$5.31$5.13$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.96$1.10$4.78$4.54$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.97$0.87$4.23$4.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.61$0.82$3.72$3.92$0.20
2013Summary only. Only limited summary data is available for this year.$2.61$1.60$1.02$3.88$3.99$0.11
2012Summary only. Only limited summary data is available for this year.$2.69$1.56$1.13$6.98$7.25$0.27
2011Summary only. Only limited summary data is available for this year.$3.20$1.80$1.40$6.99$6.98$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 29, 2025
Return Version
2023v6.0
Gross Receipts
$14,031,558
Mission and Program Overview

Mission

Mission to provide excellent mental health and dementia services for the elderly and their families, as well as to train mental health professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$5,210,476-
Accounts Receivable$622,276$1,753,957▲ $1,131,681
Land, Buildings, and Equipment, Net$1,548,676$1,631,869▲ $83,193
Cash and Non-Interest-Bearing Accounts$6,596,021$1,289,827▼ $5,306,194
Prepaid Expenses and Deferred Charges$120,728$142,946▲ $22,218
Total Assets$8,887,701$10,029,075▲ $1,141,374
Liabilities
Other Liabilities$2,708,351$3,072,251▲ $363,900
Accounts Payable and Accrued Expenses$562,800$478,349▼ $84,451
Total Liabilities$3,271,151$3,550,600▲ $279,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,616,550$6,478,475▲ $861,925
Total Net Assets Fund Balance$5,616,550$6,478,475▲ $861,925
Total Liabilities and Net Assets / Fund Balance$8,887,701$10,029,075▲ $1,141,374
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseOtherTotal
Vatche KelartinianPresident an$168,503-$168,503
Vatche KelartinianPresident and CEO-$168,503$168,503

Board Members and Trustees

NameTitle
Carol PetersDirector
Kathy RustDirector
Patricia VickDirector
Peter HintzoglouDirector
Terry DillonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$11,731,281
Program Service Revenue
$2,157,812
Investment Income
$142,465
Other Revenue
$0
All Other Contributions
$214,872
Change in Net Assets
$861,925

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$28,824
Total Noncash Contributions1$28,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,031,558
Total Revenue per Audited Statements
$14,031,558
Total Revenue per Form 990
$14,031,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,579,521
Other Expenses$3,590,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,932,983$866,432-$7,799,415
Fees for Services Other$764,220$286,572-$1,050,792
Other Employee Benefits$732,299$84,843-$817,142
Occupancy$757,376$2,844-$760,220
Payroll Taxes$546,633$91,666-$638,299
Pension Plan Contributions$223,294$101,371-$324,665
All Other Expenses$256,911$38,223-$295,134
Insurance$171,535$16,584-$188,119
Information Technology$57,839$104,116-$161,955
Other Expenses$104,466$49,789-$154,255
Office Expenses$138,992$9,012-$148,004
Fees for Services Accounting$66,393$4,200-$70,593
Depreciation Depletion$56,480--$56,480
Advertising$767$1,188-$1,955
Total Functional Expenses$11,458,863$1,710,770$0$13,169,633

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,169,633
Total Expenses per Audited Statements$13,169,633
Total Expenses per Form 990$13,169,633
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$3,072,251
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“On an annual basis the board members review conflict of interest policy an d monitor compliance. Employee manual also includes conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15B

“Comparison of directors compensation with similiar organizations.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies and financial statements available on request.”

Filing and Contact Details

Filer

Filer Name
Heritage Clinic and the Community
EIN
95-4814550
Phone
6265778480
Address
447 NORTH EL MOLINO AVE, PASADENA, CA 91101

Signing Officer

Name
Vatche Kelartinian
Title
President and CEO
Phone
6265778480
Signed
2025-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vatche Kelartinian
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
172

Preparer

Firm
Ucmk & Associates
Address
3530 WILSHIRE BLVD STE 1510, LOS ANGELES, CA 90010-2327
Preparer
Paul Kim CPA
Phone
6265777715
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Outpatient programs serving seniors and their families psychological needs in the san gabriel and san fernado valleys.”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The organization follows the provisions of uncertain tax positions as addressed in fasb accounting standards codification 740-10-50-15. The organization recognized no increase in the liability for unrecognized tax benefits. Organization management believes it has no tax position at june 30, 2024 for which the ultimate deductibility is highly uncertain but for which there is uncertainty about the timing of such deductibility. The organization recognizes interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. No such interest or penalties were recognized during the period presented. The organization had no accruals for interest and penalties at june 30, 2024.”

Raw XML Appendix390 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION 740-10-50-15. THE ORGANIZATION RECOGNIZED NO INCREASE IN THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS. ORGANIZATION MANAGEMENT BELIEVES IT HAS NO TAX POSITION AT JUNE 30, 2024 FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY UNCERTAIN BUT FOR WHICH THERE IS UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO SUCH INTEREST OR PENALTIES WERE RECOGNIZED DURING THE PERIOD PRESENTED. THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND PENALTIES AT JUNE 30, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUTPATIENT PROGRAMS SERVING SENIORS AND THEIR FAMILIES PSYCHOLOGICAL NEEDS IN THE SAN GABRIEL AND SAN FERNADO VALLEYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS THE BOARD MEMBERS REVIEW CONFLICT OF INTEREST POLICY AN D MONITOR COMPLIANCE. EMPLOYEE MANUAL ALSO INCLUDES CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPARISON OF DIRECTORS COMPENSATION WITH SIMILIAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE ON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0VATCHE KELARTINIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06265778480
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE CLINIC AND THE COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSISTANCE PROGRAM FOR SENIORS
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0954814550
ReturnHeader/Filer/PhoneNum06265778480
ReturnHeader/Filer/USAddress/AddressLine1Txt0447 NORTH EL MOLINO AVE
ReturnHeader/Filer/USAddress/CityNm0PASADENA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UCMK & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03530 WILSHIRE BLVD STE 1510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900102327
ReturnHeader/PreparerPersonGrp/PhoneNum06265777715
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL KIM CPA
ReturnHeader/ReturnTs02025-02-22T13:29:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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