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Share Our Selves Corporation

 1550 Superior Avenue
 Costa Mesa, CA 92627
[P] (949) 270-2100
[F] (949) 515-5804
[email protected]
Jay Donoghue
 Printable 1 Page Summary
 Printable Profile
Organization DBA Share Our Selves (SOS) Community Health Center
SOS-El Sol Wellness Center
SOS and PEACE Center Health Clinic
SOS Children & Family Health Center
SOS Robert & Dorothy Beauchamp Children's Dental Clinic
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3222316 00000


Mission StatementMORE »

A Model Community Health Center
Share Our Selves (SOS) is a nationally recognized health center providing high quality, comprehensive safety net services to the Orange County community. We are one of 256 health centers nationally to be designated as a Healthcare for the Homeless provider. Our services include medical and dental care, behavioral health services, case management, food, clothing, financial assistance, legal aid, and seasonal holiday programs.
Our Mission
We are servants who provide care and assistance to those in need and act as advocates for systemic change.

Core Values
Dignity • Service • Excellence • Justice

Mission Statement

A Model Community Health Center
Share Our Selves (SOS) is a nationally recognized health center providing high quality, comprehensive safety net services to the Orange County community. We are one of 256 health centers nationally to be designated as a Healthcare for the Homeless provider. Our services include medical and dental care, behavioral health services, case management, food, clothing, financial assistance, legal aid, and seasonal holiday programs.
Our Mission
We are servants who provide care and assistance to those in need and act as advocates for systemic change.

Core Values
Dignity • Service • Excellence • Justice

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $21,644,709.00
Projected Revenue $22,319,460.00

ProgramsMORE »

  • SOS Medical Clinic
  • SOS Dental Clinic
  • Social Services
  • SOS Behavioral Health

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

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


Mission Statement

A Model Community Health Center
Share Our Selves (SOS) is a nationally recognized health center providing high quality, comprehensive safety net services to the Orange County community. We are one of 256 health centers nationally to be designated as a Healthcare for the Homeless provider. Our services include medical and dental care, behavioral health services, case management, food, clothing, financial assistance, legal aid, and seasonal holiday programs.
Our Mission
We are servants who provide care and assistance to those in need and act as advocates for systemic change.

Core Values
Dignity • Service • Excellence • Justice

Background Statement


Share Our Selves (SOS) was established in 1970 to meet the most serious needs of the poor residing in Orange County. Initial services included food distribution, clothing and emergency financial aid for housing, transportation, prescriptions and children’s needs.

• In 1987, services expanded to include free dental care.

• In 1993, a full-service dispensary was added.

• In 2004, women’s health and wellness programs were initiated.

• In 2005, SOS opened the Comprehensive CARE Center providing mental health counseling as well as case management services to patients and clients.

• In 2005, SOS added the diabetes management program.

• In 2010, the SOS Medical Clinic implemented an integrated practice management and electronic medical record system.

• In 2010, a telemedicine pilot program connecting SOS clinicians and specialists within the University of California medical system was initiated.

• In 2010, SOS opened the SOS-El Sol Wellness Center, an ongoing collaboration with the El Sol Science and Arts Academy, a charter school in Santa Ana. This added pediatric care to our services.

• In 2012, SOS received designation as a Federally Qualified Health Center (FQHC).

• In 2012, SOS opened the SOS and PEACE Center Health Clinic in collaboration with Saddleback Church, located in Lake Forest. This 20-hour-per-week clinic provides episodic medical care to South Orange County residents, a greatly underserved population.

• In 2013, the SOS Clinical Pharmaceutical Services team was awarded the Exceptional Team Award 2012-13 from the Health Resources and Services Administration’s Patient Safety and Clinical Pharmacy Services Collaborative (PSPC). Our team was one of three teams out of 250 nationally to be selected for the award.

• In 2014, SOS opened its fourth location. The SOS Children & Family Health Center is located in Newport Beach and provides comprehensive healthcare to children and women.

• In 2014, SOS received the CalOptima Circle of Care Award for demonstrating excellence in the delivery of accessible and high-quality healthcare services to CalOptima members.

• In 2015, SOS achieved Level 3 Patient-Centered Medical Home (PCMH) designation.

Additionally, SOS is a designated disaster assistance center and works closely with the County of Orange to make significant improvements in local emergency preparedness that comply with requirements and policies of the State Hospital Preparedness Program (HPP).



Impact Statement


Key Accomplishments:

1. The SOS network of Community Health Centers achieved national recognition as a Patient Centered Medical Home, Level 3, by the National Committee for Quality Assurance. (

2. SOS Achieved a 4 Star Rating by Charity Navigator. Out of the thousands of nonprofits Charity Navigator evaluates, only one out of four earns 4 stars -- a rating that demands rigor, responsibility and commitment to openness.

3. SOS is 1 of 6 participants in the OC Permanent Supportive Housing Project which was awarded $2.5M from the Department of Housing and Urban Development (HUD). The only grantee in OC, the Collaborative will provide dedicated permanent housing to serve the chronically homeless who are mentally-challenged. The innovation to this model is the provision of a health center within the housing structures.

4. November 2015, the SOS-Beauchamp Pediatric Dental Clinic will opened in Newport Beach; adjacent to the SOS Children & Family Health Center.

5. In November 2015 is the SOS-Orangewood Academy Health Center. A school-based health center located on the campus of The Academy; a charter school of Orangewood Children's Foundation. The health center will serve the foster children within Orangewood network.

Goals for FY 2016-2017:

1. SOS will launch a mobile medical unit, which will offer both medical and dental care to the low-income and homeless population in Orange County. We are excited to expand our services to the community by bringing care directly to our patients.

2. SOS will continue its commitment to assisting over 120,000 OC individuals seeking access to social services at the SOS Comprehensive Service Center. This commitment to social determinants of the population services equates to over $1.5M in private funding raised by SOS. Services include Case Management, Food Pantry, Emergency Financial Aid (rent, utilities, transportation, etc.), and Seasonal Programs.


Needs Statement

Top Needs for FY 2016-2017:

1. Raise approximately $1.6M annually for the provision of continued access to social services; critical to the target population served.

2. Workforce Development; enhance and expand SOS's internal program allowing for anticipation and recognition of changing trends in the healthcare industry and the need for a skilled staffing model.

3. Maintain financial stability in this continued time of growth and expansion of programs and services.

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer


Donations to SOS can be made utilizing a credit and/or debit card on the SOS website or via telephone. Checks and cash are also accepted.

Volunteer Opportunities

At Share Our Selves, we pride ourselves on our wonderful corps of volunteers, who have allowed us to remain a volunteer-based organization since 1970. Because of the dedication and commitment of our volunteers, we are able to provide high quality and expansive services, while keeping our costs low. We welcome you to join our team – you can make a difference!


Waiting room greeter

interpreter – Spanish

drivers to pick up food from grocery stores and restaurants

front desk support

food sorting, bagging and distribution

data entry – administrative support

interpreter – Spanish

Food Pantry Volunteers 

Back to School Program Volunteers – August

Celebrity Chef Dinner Volunteers – November

Adopt A Family Volunteers – November and December

Wild & Crazy Taco Night Volunteers – April 

External Fundraising

Hosting or organizing your own external fundraising drive or event is a great way to involve your friends, family, coworkers and your community to make a significant contribution to helping the low-income, homeless and marginalized people in Orange County community that we serve.

Events can range from:

Sporting events

Food or hygiene drives

Holiday parties

Block parties

Giving Opportunities

SOS programs depend on the generosity of the community to continue serving the needs of the low-income population in Orange County. There are many ways you can help.

Donate to the following Programs:

Food Pantry

Back To School Program

Life Support for the Homeless

Emergency Financial Aid Program

Rental Assistance

Camp Experience

High School Graduation Support Program
College Scholarship Program

In My Lifetime Fund

Other ways you can donate:

Foundation Grant
In Honor / Memoriam Gifts

In-Kind Donations
Event Sponsorships
Endowment Fund


Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County

We serve all of Orange County, with service centers conveniently located in Costa Mesa, Newport Beach, Santa Ana, and Lake Forest.

Organization Categories

  1. Health Care - Community Clinics
  2. Human Services - Emergency Assistance (Food, Clothing, Cash)
  3. Food, Agriculture & Nutrition - Food Banks, Food Pantries



SOS Medical Clinic

The SOS Medical Program will provide over 44,000 provider encounters in FY 2016-2017; with over 81% living at or below 100% of Federal Poverty Level and 60% uninsured. The clinics provide comprehensive primary care, chronic care programs, specialty clinics, dispensary, laboratory, access to medical specialists, and health education.
Budget  $12,390,090.00
Category  Health Care, General/Other Ambulatory & Primary Health Care
Population Served General/Unspecified Homeless At-Risk Populations
Program Short-Term Success 
Patients who come to SOS have access to high quality, comprehensive services and referrals for specialty care. SOS is able to assist patients with no other access to care - patients who would have gone to the ER for treatment. Centers like SOS free up room in the ER.
Our Women’s Health services will provide comprehensive women’s services to promote the health of our female patients, including gynecological care, breast exams, well-women exams, breast and cervical cancer screenings, and health education. As part of the Marisla Fund grant awarded to SOS, our goal is to provide Well-Women Exam and/or Clinical Breast Exam appointments for 80 women each month.
We provide early diagnosis and prevention, and immunization programs, which will reduce the likelihood of illness in our clients. In 2012, SOS administered 653 flu vaccines in the community.
Our Medication Management program will help our clients reduce adverse drug effects by helping them understand their medications better.
Program Long-Term Success 
SOS has established a seamless system of care for our patients to ensure they will get the right treatment at the right time. Our success will come from a combination of dynamic partnerships, a strong effort in building leadership, integration of services and systems, innovation, and sustainability. As part of our FQHC designation, we will become a preferred medical home to our community, because of our high quality, accessibility, and excellent patient care.
Program Success Monitored By 
At SOS we measure our success through our new partners, shared technology, reductions in costs, and high quality.
We also monitor our patients’ satisfaction regularly as part of our Patient Experience Action Community (PEAC) grant, through which we have taken the initiative to find innovative ways to improve the experience at our clinic for our patients.
The Clinical Pharmaceutical Services Department uses surveys to evaluate and improve both the patient and clinician experience.  We use focus groups, online surveys, and self surveys for continuous quality improvement.  All surveys have been overwhelming positive with requests to continue to expand our services.
Peer reviews are completed to examine the work of peers and determine whether the provider under review has met accepted standards of care in rendering medical services.  A medical peer review may be initiated at the request of the CEO, Medical Director, Dental Director, patient complaint, provider, or insurance carrier.
Examples of Program Success 
In June 2012, SOS was awarded distinction as a Federally Qualified Health Center (FQHC) and Healthcare for the Homeless Provider.
In June 2015, SOS achieved national recognition as a Patient Centered Medical Home (PCMH); Level 3 - highest level.  

SOS Dental Clinic

The SOS Dental Program provides comprehensive preventative and restorative oral health for both adults and children residing in Orange County. Services are inclusive of hygiene, transitional partials, root canals, radiographs, restorations, extractions and dentures. In FY 2016-2017 the dental program will provide over 15,000 provider encounters.
Budget  $2,461,236.00
Category  Health Care, General/Other Dental Health Care
Population Served General/Unspecified Homeless At-Risk Populations
Program Short-Term Success  In addition to our patients receiving comprehensive care, SOS also addresses emergency dental needs. Currently, 34% or our daily visits are emergencies, which helps divert patients from the Emergency Room.
Program Long-Term Success  The Dental Clinic will provide emergency, diagnostic, restorative and preventative dentistry, focusing on preserving patients' natural permanent teeth whenever possible, to patients at all of our locations. Patients will have improved oral health and overall health. Furthermore, the medical and dental clinics are working together to integrate their services as we continue to create a seamless system of care for our patients. Our diabetic medical clinic patients are all now getting oral health assessments as a part of this integration.
Program Success Monitored By 
The SOS Dental Clinic is monitored by Continuous Quality Improvement (CQI) standards, which are defined an approach to quality management that builds upon traditional quality assurance methods by emphasizing the organization and systems. It focuses on the "process" rather than the individual, recognizes both internal and external "customers" and promotes the need for objective data to analyze and improve processes.
Examples of Program Success 
We are one of only 12 clinics in the nation and the only one in Orange County to have received the Children's Oral Healthcare Access Program grant from the Health Resources and Services Administration (HRSA). This grant was awarded for our SOS-El Sol Wellness Center, located at the El Sol Science and Arts Academy in Santa Ana. This clinic represents our continued goal of increasing our patient population throughout Orange County and is an important resource for an underserved part of our county.
SOS was also the only clinic in Orange County to be awarded a specialty dental grant from the county for treating seniors.

Social Services

Social Services provides food, clothing, financial aid, resources and referrals, training and education, legal aid, food stamps, free or low-cost cell phones and special seasonal programs for over 100,000 individuals each year. As a direct access agency, we provide immediate help to our clients without being restricted by appointments. Social Services is the longest running department of SOS, and is distinguished as being 90 percent volunteer operated and able to run as a privately funded program for over 43 years.
Budget  $1,276,488.00
Category  Human Services, General/Other Human Services, General/Other
Population Served General/Unspecified Homeless At-Risk Populations
Program Short-Term Success  Our short term successes can be seen daily in our clients’ ability to access services immediately. They can walk into our facility and the same day receive a bag of groceries, or meet with one of our staff members or volunteers and get emergency financial assistance to help pay their rent or a utility bill when funds are available.
SOS provides 200-300 bags of groceries a day, five days a week to low-income Orange County residents lacking food security. Increasing food security in the home increases family health and stability.
Our seasonal programs also offer immediate relief to our clients, whether they are taking part in our annual Back to School backpack distribution in August, our Thanksgiving Food Distribution, or our Adopt A Family Program, which links donors and families in need of extra support during the holiday season.
Program Long-Term Success  Our comprehensive social services will provide the at-risk populations in Orange County the safety net services they need in order to promote a healthy, stable community. Whether they need help from our food pantry to supplement their groceries, emergency financial assistance so that they can pay their rent, or a meeting to learn how to manage their finances better, SOS will provide the low-income and homeless families and individuals in our community personalized care and quality services.
Program Success Monitored By  During each Social Services visit, counselor notes are entered in a database and there is an in-person interview to assess the client’s situation and provide appropriate resources and referrals.
Examples of Program Success  We have countless stories from clients about how our social services have helped them through difficulties. Here is just one example:
Norma is a single mother with a 4-year-old son, Jacob. She works at a local hospital as a sterilization tech. For a year, Norma rented a back bedroom at someone’s home, but this living situation was not ideal.
Norma realized that she needed to move out and began saving for the moving expenses.  Living paycheck to paycheck did not make saving easy. Norma found an apartment close to work, but the rent deposit, utility deposit, and her usual monthly expenses were too much.  Norma went to other organizations seeking assistance, but they were unable to help and referred her to SOS. Norma came to SOS and met with staff, one of our financial counselors. After assessing the situation, our staff was able to approve Norma for assistance to move into her own apartment.
Norma is now able to provide Jacob with a safe place to live and play thanks to the help of SOS.

SOS Behavioral Health

 Both adult and pediatric behavioral health services; including linkage to substance abuse treatment is provided at all SOS clinic sites. This program is scheduled to provide 4,500 provider encounters in FY 2016-2017.
Budget  $358,500.00
Category  Mental Health, Substance Abuse Programs, General/other Mental Health Treatment
Population Served Hispanic, Latino Heritage Homeless General/Unspecified
Program Short-Term Success  Coming Soon.
Program Long-Term Success  Coming Soon.
Program Success Monitored By  Coming Soon.
Examples of Program Success  Coming Soon.


CEO/Executive Director Karen L. McGlinn
CEO Term Start Jan 1993
CEO Email [email protected]
CEO Experience Karen L. McGlinn has been involved with Share Our Selves since its inception - first as a founding board member and then as an active volunteer until taking over as Executive Director in 1993. Under Karen's leadership SOS transitioned from a provider of safety net social services to a comprehensive federally recognized health center with three clinic locations serving at risk and marginalized orange county residents.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Teresa Hollander MD Director of Pediatrics, SOS Children & Family Health Center Teresa Hollander, MD is the Director of Pediatrics at the SOS Children & Family Health Center. She brings over two decades of experience working with Orange County families in need to her role. Dr. Hollander completed her undergraduate studies at the University of Southern California, and attended medical school at University of California, Irvine. She completed her pediatric residency at Kaiser Permanente in Los Angeles in 1992 and has been a Board Certified pediatrician since that time. Dr. Hollander worked in a CHOC Children’s Hospital community clinic in Santa Ana for 22 years, helping children from infants to college students and their families access needed medical care.

Dr. Hollander is excited to be part of the new SOS Children and Family Health Center, and looks forward to helping the children of this community grow and thrive physically, mentally, spiritually and emotionally into amazing adults.

Dr. Hollander was born in Cuba and is a native Spanish speaker. She is the mother of three and enjoys all kinds of music, books, and trying new adventures.
Eric Huang MD Chief Medical Officer Dr. Eric Huang joined the team at Share Our Selves in July of 2013. Dr. Huang specializes in family medicine and serves as the Chief Medical Officer.

Prior to SOS, he worked as an outpatient primary care physician practicing family medicine and performing minor outpatient surgeries and procedures for Hoag Medical Group, and Merrimack Family Medicine / Lowell General Hospital in Massachusetts where he worked as a primary care physician practicing full range of family medicine including obstetrics. Dr. Huang spent his undergraduate years at Brandeis University, where he studied biology and computer science before attending medical school at Tufts. He is a member the American Medical Association, American Academy of Family Physicians and Massachusetts Medical Society.

In his free time, Dr. Huang enjoys kayaking, hiking, biking, PC hardware and software repair.
Mary Ann Huntsman PharmD, BCACP, CDE Director, Clinical Pharmaceutical Services Dr. Mary Ann Huntsman, is the Director of Clinical Pharmacy Services at Share Our Selves (SOS) in Costa Mesa, California. She began her career at SOS as a volunteer in 1997 and joined the staff several years later. Mary Ann has been instrumental in the integration of patient centered medication management services into the Clinic’s health care model, specifically in the areas of medication therapy management, medication access, disease state management, health literacy, continuous quality improvement, and immunizations. She serves as an assistant professor and APPE Ambulatory Care Preceptor at the University of Southern California and Loma Linda Schools of Pharmacy.

Mary Ann’s passion and primary interests focus on providing quality health care for the underserved. She is a faculty member for the national collaborative: Patient Safety and Clinical Pharmacy Services and speaks nationally regarding optimizing medication outcomes, patient safety, and health literacy. She is a Certified Diabetic Educator, actively involved in integrating evidence based clinical pharmacy services into the care and education of patients with diabetes.

Mary Ann is a graduate of the Clinic Leadership Institute (CLI) and has received Specialty Board Certification in Ambulatory Care Pharmacy. Mary Ann received both her Bachelor of Science, Biology and Doctor of Pharmacy degrees from the University of Southern California.
John Le DO Associate Medical Director, SOS and PEACE Center Health Clinic Dr. John Le started working at SOS in June of 2013, and is now the site director of the SOS and PEACE Center Health Clinic in Lake Forest.

Before SOS, Dr. Le worked for Altamed Health Services helping to identify, coordinate and implement processes to improve the medical care of patients in a Federally Qualified Health Center. He also practiced family medicine and primary care at Kaiser Permamente, focusing on caring for adults with chronic conditions such as diabetes, hypertension, COPD, and dyslipidemia. Dr. Le also gained experience working with a primarily Spanish-speaking population as a family practice provider for Universal Care.

Dr. Le’s educational background is in bioengineering, which studied at the University of California, San Diego. He continued his education by becoming a Doctor of Osteopathy at the Midwestern University-Arizona College of Osteopathy Medicine. He did his residency at the Kern Medical Center, where he treated the underserved population of Kern County.
Jila Nikkhah D.D.S. Dental Director, SOS Clinic Dr. Jila Nikkhah has been the SOS Dental Director since 1999.

She attended University of California, Irvine for her undergraduate studies and later earned her Doctorate degree in Dental Surgery from University of Maryland, Baltimore. After finishing one year of General Practice Residency (GPR) at Loma Linda VA Hospital, she started working for different private practices.

While attending dental school she took every opportunity to participate in all community outreach programs. As part of her training she spent time in Chinle, Arizona-Navajo land, where she got to work with American Indians in the Reservations. During that month she became familiar with public health settings and recognized the need for education and development.

When Dr. Nikkhah was introduced to SOS, she realized that the need for dental care in Orange County is great. As a health care provider she saw the relationship between the lack of knowledge in oral care and chronic diseases such as diabetes or habits such as smoking. Poor oral care is an epidemic that can be prevented with proper education, especially in underprivileged population.

She says “My primary goal in my professional life has been to serve and educate patients and change lives one smile at a time. There is a great sense of satisfaction to work for the people and help them with their dental needs.”
Sergey Sergeyev MPA Chief Financial Officer Sergey Sergeyev, M.P.A., has served Share Our Selves as its Chief Financial Officer since August 2013. Sergey specializes in building entrepreneurial operations and complex financial systems, bringing to Share Our Selves over 20 years of experience in improving business and financial performance. Passionate about the plight of families and those with unmet healthcare needs, during his career he has made significant contributions to program development and services.

Mr. Sergeyev previously served as the Interim CEO at the To Help Everyone (THE) Clinic, a well-regarded Federally Qualified Health Center (FQHC), and as Chief Operations and Financial Officer (COFO) at Saban Community Clinic, one of the largest FQHCs in Los Angeles County.

Along with his firsthand knowledge of FQHC clinics’ financial management systems, Mr. Sergeyev brings a wealth of experiences as a nonprofit senior executive to his role at SOS. Sergey holds a Master of Public Administration in Healthcare Management and is pursuing his PhD in Human Services, with a Healthcare Administration emphasis. Sergey is a member of Healthcare Compliance Association, Healthcare Financial Management Association, Institute of Management Accountants, and National Association of Community Health Centers.


Award Awarding Organization Year
Patient Centered Medical Home (PCMH) National Committee for Quality Assurance 2015
CalOptima Circle of Care Award CalOptima 2014
Exceptional Team Award (SOS Clinical Pharmaceutical Services Team) HRSA Public Safety and Clinical Pharmacy Services Collaborative (PSPC) 2014
Exceptional Team Award (SOS Clinical Pharmaceutical Services Team) HRSA Public Safety and Clinical Pharmacy Services Collaborative (PSPC) 2013
Federally Qualified Health Center Health Resources and Service Administration 2012
Healthcare for the Homeless Provider Health Resources and Service Administration 2012


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
Federally Qualified Health Centers (FQHC) 2012
Centers for Medicare and Medicaid Services (U.S. Department of Health and Human Services) - Medicare Certification 2011


Key clinical partners include:
1. Hoag Hospital 2. CHOC Hospital 3. St. Joseph Health System 4. El Sol Science & Arts Academy, 5. Saddleback Church, 6. Orangewood Children's Foundation
Key Social Service partners:
1. Public Law Center 2. OC Mental Health Agency 3.OC Health Care Agency 4. Veterans Affairs 5. Wells Fargo Bank 6. CalFresh
7. California LifeLine

Staff Information

Number of Full Time Staff 154
Number of Part Time Staff 11
Number of Volunteers 400
Number of Contract Staff 0
Staff Retention Rate % 79%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 24
Caucasian: 27
Hispanic/Latino: 109
Native American/American Indian: 0
Other: 4
Other (if specified): 0
Gender Female: 139
Male: 26
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

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

Government Licenses

Health Care

CEO Comments


Foundation Comments



Board Chair Dr. Gwyn Parry M.D.
Board Chair Company Affiliation Hoag Memorial Hospital Presbyterian
Board Chair Term Jan 1993 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term Jan -

Board Members

Name Company Affiliations Status
Dulce Arias Community Volunteer --
Sue Epstein Retired, Susan Baerg Epstein, Ltd. Management and Technology Consulting Voting
Marc Harper Community Volunteer --
Ski Harrison Retired Partner, Rutan & Tucker, LLP Voting
Will Klatte III Partner, Klatte, Budensiek & Young-Agriesti, LLP Voting
Larry Kugelman Retired President, The Health Plan of America Voting
Jennifer L. Nicolalde Attorney at Law, Orange County Public Defender's Office Voting
Gwyn Parry M.D. Director, Community Health, Hoag Memorial Hospital Presbyterian Voting
Gabriela Robles Executive Director, St. Joseph Health Community Partnership Fund Voting
Cathey Russell Community Member Voting
Michael Stephens Retired President, Hoag Memorial Hospital Presbyterian 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: 0
Caucasian: 8
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 6
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 80%
Percentage of In-Kind Contributions 90%
Board Orientation Yes

CEO Comments

In October 2011, SOS transitioned to a community-run board of directors which is defined as 51% consumer user of clinical services. This transition was in compliance with FQHC mandates. This transition continues with extensive board education.

Foundation Comments


Standing Committees

  • Audit, Compliance and Controls
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Strategic Planning / Strategic Direction


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $22,319,460.00
Projected Expenses $21,644,709.00
Form 990s

2016 SOS Form 990

2015 SOS Form 990

2014 SOS Form 990

2013 SOS Form 990

2012 SOS From 990

2011 SOS Form 990

Audit Documents

2016 SOS Audit

2015 SOS Audit

2014 SOS Audit

2013 SOS Audit

2012 SOS Audit

2011 SOS Audit

2010 SOS Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $14,660,110 $11,030,750 $8,473,118
Total Expenses $14,347,716 $10,905,012 $7,865,749

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$4,787,642 $5,519,019 $4,182,536
Government Contributions $2,310,175 $1,274,988 $1,892,473
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $2,310,175 $1,274,988 $1,892,473
Individual Contributions -- -- --
Indirect Public Support -- $0 --
Earned Revenue $5,989,669 $4,016,434 $1,946,466
Investment Income, Net of Losses $21,530 $11,718 $12,974
Membership Dues -- $0 --
Special Events $274,040 $198,511 $225,333
Revenue In-Kind $1,215,214 $1,434,136 $201,121
Other $61,840 $62,129 $12,215

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $11,734,350 $9,438,667 $6,391,167
Administration Expense $2,052,415 $1,051,543 $1,116,986
Fundraising Expense $560,951 $414,802 $357,596
Payments to Affiliates -- $0 --
Total Revenue/Total Expenses 1.02 1.01 1.08
Program Expense/Total Expenses 82% 87% 81%
Fundraising Expense/Contributed Revenue 8% 6% 6%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $8,953,262 $7,643,414 $5,870,022
Current Assets $3,480,711 $3,264,805 $2,140,348
Long-Term Liabilities $2,020,751 $1,715,022 $233,238
Current Liabilities $1,640,481 $953,520 $778,277
Total Net Assets $5,292,030 $4,974,872 $4,858,507

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 2.12 3.42 2.75

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 23% 22% 4%
Endowment Value $531,135.00
Spending Policy Percentage
Percentage(If selected) 5%
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? No

CEO Comments


Foundation Comments

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


Other Documents

No Other Documents currently available.