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Coalition of Orange County Community Clinics

 515 N. Cabrillo Park Drive, Suite 225
 Santa Ana, CA 92701
[P] (714) 352-5990
[F] (714) 352-5999
www.coccc.org
[email protected]
Isabel Becerra
FOUNDED: --
INCORPORATED: 1974
 Printable 1 Page Summary
 Printable Profile
Organization DBA Coalition of Orange County Community Health Centers
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2900725 00000

Summary


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Mission StatementMORE »

The Coalition of Orange County Community Health Centers is a consortium of safety net providers and key partners creating quality healthcare for vulnerable, underserved communities.
 
Currently the Coalition is supported by a dedicated staff of 13 full-time employees, 5 part-time employees, and 75 active volunteers, the Coalition's longevity and success in Orange County is widely attributed to a values-driven model reflective of the individual missions and service-oriented cultures of its member health centers. The Coalition believes that healthcare is a human right, that it should be affordable and accessible, and that it should be reliable and sustainable.

Mission Statement

The Coalition of Orange County Community Health Centers is a consortium of safety net providers and key partners creating quality healthcare for vulnerable, underserved communities.
 
Currently the Coalition is supported by a dedicated staff of 13 full-time employees, 5 part-time employees, and 75 active volunteers, the Coalition's longevity and success in Orange County is widely attributed to a values-driven model reflective of the individual missions and service-oriented cultures of its member health centers. The Coalition believes that healthcare is a human right, that it should be affordable and accessible, and that it should be reliable and sustainable.

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $2,678,100.00
Projected Revenue $2,719,300.00

ProgramsMORE »

  • Advocacy
  • Access to Care
  • Technical Assistance
  • Workforce Development

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The Coalition of Orange County Community Health Centers is a consortium of safety net providers and key partners creating quality healthcare for vulnerable, underserved communities.
 
Currently the Coalition is supported by a dedicated staff of 13 full-time employees, 5 part-time employees, and 75 active volunteers, the Coalition's longevity and success in Orange County is widely attributed to a values-driven model reflective of the individual missions and service-oriented cultures of its member health centers. The Coalition believes that healthcare is a human right, that it should be affordable and accessible, and that it should be reliable and sustainable.

Background Statement

Since 1974, the Coalition has worked to ensure quality, affordable health care for low-income individuals, including immigrant communities, by building and strengthening Orange County's healthcare safety net. Composed of 25 member community health centers operating 76 sites, our members provide a broad spectrum of primary care, specialty services (i.e., dental, mental health), and preventative services to over 340,000 patients--40% of whom are uninsured--with almost 1 million encounters annually.

Over our 40-year history, the Coalition has pursued its mission by coordinating strategic resources, information, and non-partisan advocacy for community health centers that serve low-income clientele. The Coalition plays a vital role in representing and guiding community health centers in practice management, patient-centered care, financial sustainability, and compliance, among other topics. The Coalition also serves as a voice for Orange County clinics in advocacy and implementation of state and federal level resources and policies that support underserved communities.


Impact Statement

The Coalition categorizes its activities under four programs that support the mission: Access to Care, Technical Assistance, Workforce Development, and Advocacy.

Access to Care: The Coalition leads a collaborative of clinics to provide direct Outreach, Enrollment, Retention, and Utilization for healthcare coverage services with at least 875 applications completed annually. Coalition staff members are Certified Enrollment Counselors under the Covered California marketplace and also assist with Medi-Cal enrollment.

Technical Assistance: The Coalition helps member health centers to improve clinical outcomes, operational efficiency, and patient experience. Examples include support through the FQHC/look-alike application process; NCQA Patient-Centered Medical Home recognition; and Health Information Exchange.

Workforce Development: Since 2009, the Coalition has served as Orange County's Area Health Education Center. A few years ago, the Coalition integrated the Health Scholars Program, through which pre-health, first-generation college students from underrepresented backgrounds gain hands-on experience and exposure to the primary care field via rotations at health centers. In 2017, the Coalition is also launching a career development program for future Chief Medical Officers.

Advocacy: The Coalition is involved in local, regional, statewide, and national advocacy efforts promoting resources and opportunities for the Orange County safety net through meetings with local officials, participation in state and federal associations, and legislative visits with representatives in Orange County, Sacramento, and Washington D.C.

In 2016, the Coalition was recognized and funded as a Health Center Controlled Network by the federal Health Resources and Services Administration (HRSA). With a 3-year grant of $1.5 million, the Coalition is supporting improvements in health information technology with 11 member health centers.


Needs Statement

The population of Orange County is 3,165,203 with no county-run hospitals, only 4 free clinics, and 1 in 10 residents rely on community clinics for access to care. Community clinic use has grown more than 90% over the past ten years for all ages, with the most significant increases of usage being seniors and children under the age of five, both by more than 100% between 2005 and 2014. (OC Community Indicators, 2016). The Coalition coordinates and supports a public health infrastructure of health centers and clinics that serve diverse populations. Approximately 20% of the population identify their race as Asian and over 34% identify their ethnicity as Hispanic (2015 Census), two groups more likely to be uninsured (OC Community Indicators, 2016) as well as the primary patient population many Coalition clinics serve. Facing this increased demand for affordable, culturally appropriate primary and specialty care services, community health centers and clinics are under a lot of pressure. In response, the Coalition supports and assists clinics in their efforts to become federally qualified health centers as well as providing resources and guidance for better serving their patient populations.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Ways to donate:
Mail a check
Leave a portion of your estate through a will or bequest
Attend and sponsor a special event
Donate a new medical device that can be used by one of our health partners
 

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
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Organization Categories

  1. Health Care - Community Health Systems
  2. Mutual & Membership Benefit - Management & Technical Assistance
  3. Public & Societal Benefit - Alliances & Advocacy

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Programs


Advocacy

The Coalition is involved in local, regional, statewide, and national advocacy efforts promoting resources and opportunities for the Orange County safety net. The Coalition's policy team campaigns for its members through meetings with local officials, participation in state and federal associations and committees, and direct engagement at Capitol Days in Sacramento and Washington D.C. in coordination with umbrella primary care or public health agencies.
Budget  $420,000.00
Category  Health Care, General/Other Health Care Issues
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 

Coordinating, collaborating and attending at least 25 convenings and meetings to advance policies on expanding healthcare options for the remaining uninsured.

Coordinating and collaborating with other statewide organizations to protect the ACA and Medi-Cal.

Program Long-Term Success 
To serve as the voice for community health centers and the community to guarantee access to quality health care for all.
 
Increased advocacy capacity in Orange County to protect the gains made through the Affordable Care Act and the Medi-Cal expansion and to expand access to services for the uninsured.
 
 
Program Success Monitored By  Tracking legislative bills, meetings, trainings, and media activities.

Coordinating, collaborating and attending at least 25 convenings and meetings to advance policies on expanding healthcare options for the remaining uninsured.

Coordinating and collaborating with other statewide organizations to protect the ACA and Medi-Cal.

Examples of Program Success  --

Access to Care

The Coalition leads a collaborative of clinics to provide direct Outreach, Enrollment, Retention and Utilization for healthcare coverage services with at least 875 Covered California applications and over 1,500 Medi-Cal applications completed annually. Coalition staff members are Certified Enrollment Counselors under the Covered California marketplace and also assist with Medi-Cal enrollment.
Budget  $360,000.00
Category  Health Care, General/Other Health Insurance Counseling
Population Served Hispanic, Latino Heritage Asian, Pacific Islander Heritage Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
At least 150 individuals participate in at least 15 education sessions to increase their knowledge about healthcare coverage each year.
 
At least 2,500 individuals will be reached through their participation in at least 10 outreach and enrollment events each year.
 
At least 875 individuals are assisted with enrollment into Covered California health plans and 1,500 individuals are assisted with Medi-Cal applications each year.

Program Long-Term Success 
Provide education sessions for low-income individuals, delivering targeted messaging and information to support residents in attaining both coverage and care.
 
Host outreach and enrollment events for low-income individuals, ensuring widespread awareness of programs and resources.
Individuals are assisted to enroll in health plans and renew coverage, helping them access care.
 
 
Program Success Monitored By  The program tracks the number of events, attendees, trainings, participants, individuals assisted with applications, and individuals who receive case management related to using and retaining their health coverage.
Examples of Program Success  --

Technical Assistance

The Coalition helps member health centers to improve clinical outcomes, operational efficiency, and patient experience. Examples include support through the FQHC/look-alike application process, NCQA Patient-Centered Medical Home recognition, and Health Information Exchange.
Budget  $1,300,000.00
Category  Health Care, General/Other Patient Care/Health Care Delivery
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
Metrics vary depending on the type of technical assistance activity. Current metrics include:
Number of member centers who become Federally Qualified Health Centers (FQHCs) or Look-Alikes
Number of member centers who become recognized as Patient Centered Medical Homes (PCMH)
Number of FQHCs exceeding the Healthy People 2020 goals
Number of member centers who have achieved meaningful use of their Electronic Health Record (EHR) system
Program Long-Term Success 

This program's impact is oftentimes seen across a broad time period. For example, the Coalition's work with the government's Federally Qualified Health Center program (FQHCs) has been a huge success. During the early 2000s, the federal government increased funding for FQHC and FQHC look-alike clinics. Previously, funding opportunities had occurred once in every decade or more, but under the new structure, centers could apply for funding every two years. While this exciting news opened up more resources to safety net clinics, Coalition members voiced concerns that Orange County was missing an integral component of application readiness: a set of County-designated “Medically Underserved Areas” (MUAs), where health services for very low-income, culturally diverse communities were lacking. Indeed, the county only had one FQHC through UC Irvine at the time.

In response to this need, the Coalition worked closely with Orange County agencies and key partners to conduct census-based population and demographic analysis that quantitatively outlined MUAs and reinforced the need for sustainable safety-net health services. Besides supporting this key component, the Coalition also took the lead in assisting our member centers with application development and submission. As a result, today, 3 Coalition members are an FQHC look-alike and 13 are full FQHCs, a milestone that helps provide sustaining resources through reimbursement and capital funding to centers with high patient enrollment. These centers were also able to increase the breadth of health services available to underserved individuals.

Program Success Monitored By  The Coalition's Quality Management team tracks all technical assistance activity and the related performance measures of the member clinics.
Examples of Program Success  --

Workforce Development

Since 2009, the Coalition has served as Orange County's Area Health Education Center. A few years ago, the Coalition integrated the Health Scholars Program, through which pre-health, first-generation college students from underrepresented backgrounds gain hands-on experience and exposure to the primary care field via rotations at health centers. In 2017, the Coalition is also launching a career development program for future Chief Medical Officers.
Budget  $275,000.00
Category  Employment, General/Other Job Training & Employment
Population Served General/Unspecified
Program Short-Term Success  Monthly meetings reaching at least 85 students to provide professional development. Topics include: diversity in the health career field, behavioral health, integrative medicine, and mindfulness-based stress reduction.

Group medical visit facilitator training completed by at least 30 Health Scholars

Health care coaching training sessions completed by at least 85 Health Scholars

Healthy Cooking training completed by at least 4 Health Scholars

Mobile food pantry training completed by at least 5 Health Scholars

Pediatric Obesity training completed by at least 12 Health Scholars

Reach out and read training completed by at least 12 Health Scholars

One-on-one mentoring with physicians from UC Irvine School of Medicine and Community Health Centers in and around Orange County with at least 3 Health Scholars

One-on-one Academic and career planning meetings offered twice per year for 98 Health Scholars

Access to MCAT preparation group course offered to at least 20 Health Scholars
Program Long-Term Success 
The Coalition is building a healthcare workforce pipeline by investing in students from low-income households who are first-generation college students who want to become health providers in underserved communities.
 
At least 90% of Health Scholars who apply will be accepted to Medical School or another Health Career graduate program.
Program Success Monitored By 
The Program Coordinator tracks all participant activities in a database, including the number of patients served by the program participants.
 
 The AHEC Director tracks all training offered to health professionals and health students as well as all job placements, preceptorships, and internships that are facilitated through the program.
Examples of Program Success  --

Management


CEO/Executive Director Ms. Isabel Becerra
CEO Term Start 2000
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
Ms. Marty Erlabaugh 1995 --

Senior Staff

Name Title Experience/Biography
Ms. Wen-Ling Cheng CFO

Wen-Ling has over 36 years of experience working in all aspects of accounting, budget control, fiscal management, and financial reporting. She has worked at several community health centers in Orange County along with working for the Coalition of Orange County Community Health Centers. She manages budgeting, reporting, and billing functions and staff. She has previous experience as a controller, vice president of finance, chief finance officer, treasurer, and consultant.

She earned her Bachelor’s degree in business administration from the National Taiwan University and her Master’s in Public Administration: Accounting from the University of Texas at Arlington. Wen-Ling is a Certified Public Accountant and member of American Institute of CPAs. She is also a Chartered Global Management Accountant and member of Chartered Institute of Management Accountants.

Awards

Award Awarding Organization Year
Health Center Controlled Network Health Resources and Service Administration (HRSA) 2016

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 13
Number of Part Time Staff 5
Number of Volunteers 75
Number of Contract Staff 1
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy No
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Mr. Craig Myers
Board Chair Company Affiliation Health Care Consultant
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Dr. Kenneth Bell M.D. Dr. Ken Bell and Associates Voting
Mr. Paul Caceres CPA Camino Health Center Voting
Mr. Ed Gerber Lestonnac Free Clinic Voting
Mr. Franklin Gonzalez Central City Community Health Center Voting
Ms. Leslie Lindgren Esq. Lindgren & Lindgren, LLP Voting
Ms. Jewell Loff Hurtt Family Health Clinic Voting
Dr. Maria Matza PhD, RNC, PHN California State University, Fullerton, School of Nursing Voting
Ms. Mervat Morcos North Orange County Regional Health Foundation Voting
Ms. Tricia Nguyen MPH Southland Integrative Services Voting
Ms. Daniela Ojeda AltaMed Voting
Mr. Alex Rossel Families Together of Orange County Voting
Dr. Gloria Sanchez M.D. Harbor-UCLA Medical Center Voting
Mr. Steve Scheneman United Healthcare Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 6
Hispanic/Latino: 3
Native American/American Indian: 0
Other: --
Other (if specified): 1
Gender Female: 6
Male: 5
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

  • By-laws
  • Executive
  • Finance
  • Nominating

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $2,719,300.00
Projected Expenses $2,678,100.00
Form 990s

2016 Form 990

2015 Form 990

2014 Form 990

Audit Documents

2016 Audited Financial Statements FY 2015-2016

2015 Audited Financial Statements FY 2014-2015 and 2013-2014

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $1,607,712 $1,882,166 $2,427,773
Total Expenses $1,688,542 $1,645,146 $2,068,981

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$49,528 $1,000 $300
Government Contributions $1,237,260 $1,582,193 $2,040,845
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $1,237,260 $1,582,193 $2,040,845
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $0 $0 $0
Investment Income, Net of Losses $1,140 $5,175 $1,560
Membership Dues $243,878 $239,340 $334,810
Special Events $0 $0 $0
Revenue In-Kind $0 $0 $0
Other $75,906 $54,458 $50,258

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $1,431,766 $1,545,092 $1,942,324
Administration Expense $256,776 $100,054 $126,657
Fundraising Expense $0 $0 $0
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 0.95 1.14 1.17
Program Expense/Total Expenses 85% 94% 94%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $3,226,028 $3,242,041 $3,112,468
Current Assets $1,908,385 $1,929,235 $1,783,593
Long-Term Liabilities $770,693 $783,244 $795,051
Current Liabilities $195,860 $116,571 $212,211
Total Net Assets $2,259,475 $2,342,226 $2,105,206

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 9.74 16.55 8.40

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 24% 24% 26%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.