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Providence Speech and Hearing Center

 1301 Providence Avenue
 Orange, CA 92868
[P] (714) 639-4990
[F] (714) 744-3841
www.pshc.org
[email protected]
CJ Calderon
FOUNDED: 1965
INCORPORATED: 1965
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-6154473 00000

Summary


https://youtu.be/6F4SNMrrENo

Mission StatementMORE »

The mission of Providence Speech and Hearing Center is Enriching Life Through the Gifts of Speech and Hearing.

Mission Statement

The mission of Providence Speech and Hearing Center is Enriching Life Through the Gifts of Speech and Hearing.

FinancialsMORE »

Fiscal Year 2017
Projected Expenses $24,352,583.00
Projected Revenue $24,381,197.00

ProgramsMORE »

  • Hear for All Program
  • Low Income Subsidy Program for Speech Services
  • Early Intervention Group Therapy Program
  • Building Blocks of Communication™ (BBC) Online
  • NeuroKinetics Rotational Chair

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 mission of Providence Speech and Hearing Center is Enriching Life Through the Gifts of Speech and Hearing.

Background Statement

Speech-Pathologist Margaret Anne Inman, PhD, founded Providence Speech and Hearing Center in 1965. What began in a single room at St. Joseph Hospital has grown to become one of the largest clinics of its type in America. It was Margaret Anne's vision, and is ours today, to ensure that all people who require speech, language or hearing services receive the best possible care, regardless of their ability to pay.

 

The core work of Providence is to provide Audiology and Hearing Care and Speech-Language Pathology. Audiology and Hearing Care includes hearing evaluations, treatment of ear diseases or dizziness, and hearing aid fittings and repairs. Our Speech-Language Pathologists provide evaluations and therapy for individuals with disorders or difficulties in areas including speech, language, craniofacial abnormalities (cleft palate), and communication. Providence runs an on-site preschool; one of a limited number of licensed childcare providers in the county serving children with and without handicaps.

 

In 2011, Providence was partially gifted a for-profit speech company, Newport Speech and Language Centers. This acquisition allowed Providence to expand to four additional locations, which better positions us to contract with health plans and medical groups. This translates to more earned income opportunities, which means long-term sustainability for the organization.

 

Our mission is: Enriching Life Through the Gifts of Speech and Hearing. Providence strives to achieve this mission by continually providing the highest quality services in the identification, diagnosis, treatment and prevention of speech, language and hearing disorders for persons of all ages, races and socio-economic backgrounds. Providence is the leading service provider to the speech and hearing impaired of Orange County and one of the only safety net clinic of its type in Orange County -- providing high caliber services to low-income people who are uninsured or underinsured. Providence is the only agency of its kind willing to accept patients with Medi-Cal and other government-sponsored insurance.

 

In 2016, we provided 79,040 appointments to low-income patients who were uninsured or underinsured. 86% of our patients are from Orange County and 14% are from Los Angeles County and the Inland Empire. 73% of our patients are children. The racial/ethnic make-up of our patients is 38% Hispanic/Latino, 19% Caucasian, 9% Asian, 5% Other, 1% African American, 1% Pacific Islander, and 27% did not respond.


Impact Statement

Thanks to our supporters, some of Providence's proudest accomplishments of 2016 are:

  • Serving a record number of 15,013 unduplicated patients with 118,611 appointments
  • Distributing 1,283 free or reduced cost hearing aids to low-income children, adults and seniors
  • Continuing to keep up with the high demand for services and not needing to cap the number of low-income patients we serve
  • Remaining on the leading edge of technology for communicative disorders to help maintain our work as a center of excellence that defines quality care
  • Keeping financially viable, which helps us recruit and retain the highest quality employees

The anticipated goals and outcomes that will result from Providence's work in 2017, based on previous patient indicators, include:

  • Serving 8,000 low-income patients with 75,000 appointments
  • Distributing 1,200 free or reduced cost hearing aids to low-income patients
  • 75% of children from the Early Intervention Group Therapy Program will need little or no special education once they enter school
  • 90% of pediatric patients will demonstrate measurable gains in one or more skill area of speech/language development
  • 85% of pediatric and adult patients fitted with hearing aids will express improvement in their hearing
  • 95% of patients will feel we have met their needs

Needs Statement

Our greatest challenge continues to be funding. Recognizing that we will always have a shortfall in income because we are the only safety net provider that accepts state-sponsored insurances and low reimbursement rates, we fundraise through special events, individual donations and grants to help make up the difference. We have also launched a planned giving program in order to create sustainability.

 
Recent state funding eligibility increases make it harder for low-income children to receive early intervention. Studies show that every $1 spent on high quality early intervention translates to up to $17 in reduced future special education costs. Providence focuses on prevention, which helps these children and saves California millions of dollars over their educational life.
 
Another need we face is with low-income patients getting clearance from an Ear Nose and Throat doctor (ENT) to receive a hearing aid. In California, no patient can be fit with a hearing aid until an ENT has cleared him. Very few ENTs are willing to see patients with no insurance or state sponsored insurance. We have a tremendous backlog of low-income patients who need hearing aids but can’t get clearance from an ENT, creating a huge challenge and requiring additional staff to help patients navigate the system.

CEO Statement

Providence is very proud to offer the following programs and services to patients at our facilities located in Orange, Fountain Valley, Fullerton, Huntington Beach, Irvine, Mission Viejo, Newport Beach and Cerritos, CA:

    • Individual and Group Speech Therapy
    • Hearing Screenings, Tests, and Evaluations
    • Hearing Aid Evaluation and Fitting
    • Orange County Fall Prevention and Balance Center
    • Orange County Cochlear Implant Institute™
    • Providence Preschool (including Therapeutic Early Intervention Program for children with Autism)
    • Craniofacial Clinic in partnership with CHOC Children’s
    • Stuttering and Fluency Treatment
    • Occupational Therapy
    • Social Skills Program for Pragmatic Language Disorders
    • Early Intervention Group Therapy
    • Sedated ABR (Auditory Brainstem Response) testing in collaboration with CHOC Children’s
    • Tinnitus Treatment Program
    • Evaluations and Treatment for Auditory Processing Disorder

 

Providence is a health organization serving people with disabilities. The majority of our patients are economically disadvantaged and underserved. Of the 64% identified as low-income, 98% are children. The need for our services continues to increase daily. Funding has not kept pace with our influx of patients. Additionally, in recent years, Providence has experienced funding cuts in state-sponsored reimbursement rates.

 

In recent years, eligibility for Healthy Families Insurance was raised from 200% of poverty to 250% and Regional Center funding was reduced by 7.5%. Regional Center also increased eligibility criteria for early intervention services. Today, children must show a 50% developmental delay (previously 33%) in order to receive early intervention. This means that a 24-month-old child must have the speech level of a 12-month-old in order to receive early intervention that is paid for by the State.

 

With state-funded eligibility becoming even more difficult to obtain, low-income children and their families are suffering. Early intervention is cost-effective and Providence can help these children. Studies show that every $1 spent on high quality early intervention translates to up to $17 in reduced future expenditures for special education. One of the greatest benefits to supporting Providence is our focus on prevention. Through our work, we help a large number of young children avoid costly special education. This prevention in turn saves Southern California millions of dollars over the educational life of these children.

Board Chair Statement

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Other Ways to Donate/Volunteer

In order to continually provide the highest standard of services in the identification, diagnosis, treatment and prevention of speech, language and hearing disorders to our low-income patient population, we offer limitless opportunities for giving, from cash and in-kind donations to memorial gifts and long-term planned giving. One example is Club1550. With an annual gift of $1,550, you can provide a child his first hearing aid and open the world of sound to him. As a member of Club 1550, you’ll be proud to wear the one-of-a-kind lapel pin showing everyone that you have given a child the gift of hearing.

Your generosity allows us to provide highly specialized care to children and adults with speech language and hearing needs. With your support we can continue to gain advantages in our treatment and help even more people with communicative disorders. Therefore, every gift counts and every gift is a treasure!

We recognize that these gifts are personal, and to that end, we provide opportunities that are meaningful for each individual donor. As such, Providence accepts one-time and installment donations in person, by phone, by mail and online.

In addition, Providence offers a variety of corporate and individual volunteer opportunities, from working with the children in our onsite Therapeutic Preschool program to assisting at fundraising events and collaborating on special service projects. We welcome the opportunity to discuss additional options for those volunteer groups who have special interests or skills.


Geographic Area Served

Central Orange County
South Orange County
West Orange County
Other
North Orange County

The Providence family of services offers the following locations throughout Orange County and south Los Angeles County:
  • Providence Speech and Hearing Center clinics in Orange, Cerritos, Fountain Valley, Fullerton, Huntington Beach, Irvine, Mission Viejo, and Newport Beach, CA
  • Word & Brown Hearing Center in Orange, CA
  • Orance County Fall Balance and Prevention Center in Orange, CA
  • Orange County Cochlear Implant Institute in Orange, CA

Organization Categories

  1. Health Care - Health Care NEC
  2. Human Services - Deaf/Hearing Impaired Centers, Services
  3. Human Services - Developmentally Disabled Services/Centers

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Programs


Hear for All Program

The Hear for All Program at Providence Speech and Hearing Center provides 9,000 hearing screening and evaluation appointments and more than 900 free or reduced cost hearing aids to low-income patients each year, and serves all ages from newborns through seniors. This program is responding to the debilitating ramifications of hearing loss. As we provide the products and services to help low-income people hear, we are giving them the ability to succeed in school, work and life.
Budget  $460,347.00
Category  Health Care, General/Other Rehabilitation of Hearing Impaired
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
Providence anticipates the following short-term outcomes based on previous indicators:
  • 91% of adults fitted with hearing aids will express improvement in their hearing
  • 90% of parents or caregivers will report their child is benefitting from hearing aids
  • 95% of patients will feel Providence has met their needs
Program Long-Term Success 
The Hear for All Program aims to enrich the lives of those affected by hearing loss. Within a twelve month period, this program will allow Providence to provide 9,000 hearing screening and evaluation appointments and dispense 750 free or reduced cost hearing aids to low-income patients of all ages.
Program Success Monitored By  In order to measure the success of the numbers of patients benefitting from the Hear for All program, Providence Speech and Hearing Center utilizes their electronic medical record system to track the appointments provided and hearing aids dispensed to low-income patients.
In order to measure the level of satisfaction of patients benefitting from the Hear for All program, Providence administers the Providence Scale of Improvement (PSI) survey during the patient’s three-month follow-up appointment.
Examples of Program Success 
One example of this program's success is Mackenzie. Mackenzie came to Providence because of a long-standing speech delay. She continually slipped through the cracks of the educational system and was doing poorly in school. After performing a hearing screening, Dr. Benois-Green diagnosed her with hearing loss in both ears and recommended hearing aids. Mackenzie's father, a single dad, was happy there was finally a solution for her - but, unfortunately, it was financially out of reach. He knew hearing aids would change her life for the better, but he simply couldn't afford them. Thanks to the generosity of our donors and the Hear for All program, Providence was able to give Mackenzie the hearing aids she desperately needed – she chose pink. With her new hearing aids, Mackenzie has made dramatic improvements in school, recently testing in the Top 98% for all 2nd graders in her entire School District!

Low Income Subsidy Program for Speech Services

The Low Income Subsidy Program for Speech Services helps disadvantaged people who have no or inadequate insurance coverage and who cannot afford to fully pay for speech and language services. Our highly qualified Speech-Language Pathologists provide evaluation and therapy services for individuals who display speech, oral-motor, language, voice, stuttering or swallowing disorders; suffer from traumatic brain injury; have craniofacial anomalies (e.g., cleft palate) or other neurological disorders.
 
Speech services for children include:
  • Early Intervention Group Therapy
  • Group and Individual Therapy
  • Craniofacial Clinic in Partnership with CHOC Children's Hospital
  • Aural Rehabilitation
  • Social Skills Program for Pragmatic Language Disorders
  • Voice Clinic
  • Talk2 Aural Habitation Program
Speech services for adults include:
  • Adult Language/Cognitive Disorders
  • Voice Clinic
  • Swallowing Disorders
  • Foreign Accent Modification
  • Occupational Therapy Sessions
Budget  $803,047.00
Category  Health Care, General/Other Rehabilitation of Language & Speech Disorders
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  The Low Income Subsidy Program for Speech Services is projected to:   
1. Provide speech services to 3,000 low-income patients with 18,500 visits
2. Show 90% marked improvements (based on parent/caretaker and patient feedback) in communication skills
3. Report improvement in 100% of our children patient's development skills
Program Long-Term Success 

Through the Low Income Subsidy Program for Speech Services, children overcome educational hurdles allowing many to enter school without the need for special education, and adults are able to overcome or improve communication challenges they’ve had all their lives or due to more recent medical complications such as a stroke. Providence clinicians give our patients the tools they need in order to face the challenges of overcoming their physical and/or developmental delays.

Program Success Monitored By  Providence Speech and Hearing Center measures its success by evaluating its speech, audiology and language programs using community needs surveys, patient satisfaction surveys and regularly scheduled progress and discharge reports. We track our success by analyzing patient records and identifying those individuals who participated in the Low Income Subsidy Program for Speech Services. We determine success based on the quality of care that is received. This high level of service is reviewed and analyzed by the leadership of the organization through internal audits, employee reviews, meetings, and establishing goals to constantly improve. In fact, last quarter 99.4% of patients surveyed rated how well Providence met their needs as Good or Very Good and 99.6% said they would recommend us to a friend.
Examples of Program Success 
When Johann was nearly 2 1/2 years old, he came to Providence with age-appropriate receptive language skills but a vocabulary of only four words (mama, papa, agua, and mas). He did not imitate sounds or words; he communicated by pointing, reaching and making facial expressions and eye contact. Due to severe hearing loss in his right ear (he wears a behind-the-ear hearing aid), he has expressive language delay.
Since beginning the Early Intervention group therapy speech and language program just five months ago, Johann has improved his speech and language skills and has increased his spoken vocabulary to more than 50 words. He is also now starting to speak in two-word phrases. His mother says he uses words to ask for things he wants and says that the group therapy is also helping improve his social skills. He is now socially interacts with children and his cousins at family fiestas. Johann is making tremendous progress, and his family looks forward to his improving future outlook.

Early Intervention Group Therapy Program

Early Intervention Group Therapy aims to enhance communication and socialization for children. When delivered, 75% of program participants need little or no special education once they enter school. There has been a 51.8% increase in the number of children diagnosed with developmental disabilities from 2000 to 2009. Studies link a child’s speech ability with literacy and ultimately their school success.
 
The Program encompasses four group therapy classes:
  • Parent & Me: for parents and their hearing-impaired children age 16-24 months
  • Leap Forward to Communication: helps special needs children age 18-36 months overcome speech and communication delays to begin school without the need for special education
  • Talk 2: for children age 18-36 months with hearing aids and speech delays due to hearing impairment
  • Beyond Leap Forward: for children age 3-5 years who continue to have mild to moderate impairments in receptive and expressive language, as well as pragmatic skills and articulation
Budget  $290,254.00
Category  Health Care, General/Other Early Intervention & Prevention
Population Served Infants to Preschool (under age 5) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  The anticipated outcomes of the Early Intervention Group Therapy Program are that 75% of the children completing the program will need little or no special education once they enter school and that 80% of the children completing the program will demonstrate measurable gains in speech-language skills.
Program Long-Term Success  A recent study conducted by the Committee for Economic Development found that, among other benefits, every $1 spent on high quality early education translates to $17 in reduced future expenditures for special education. By keeping these children out of special education, Early Intervention could save Orange County millions per student. In 2010, Regional Center funding was severely cut, leaving thousands of low-income children without early intervention. In response, Providence launched early intervention classes for its pediatric patients who were no longer eligible for Regional Center funding as well as for other low-income children who would benefit from the program. A three-year study of Leap Forward to Communication revealed that 79% of the children moved on to preschools for typically developing children. The results, just in the last few years, have been astounding with hundreds of children entering school without the need for special education, and that is our ultimate goal.
Program Success Monitored By 

Providence measures the success of the Early Intervention Program based on the number of participants, the number of classes provided, the number of hours of instruction, whether a child has improved in speech-language skills, and how many of those students will need little or no special education once they enter school. Program results are measured and based on results of screenings upon entry into the program and at graduation from the program, as well as follow-up surveys that tell us if the child was able to enter school with no special education.

Examples of Program Success  The Early Intervention Group Therapy Program transforms children's lives by allowing them to overcome or greatly improve speech-language delays before entering school. One example is a student who recently graduated from her early intervention class. She came to us with approximately 50 words in her expressive vocabulary. She participated in group therapy from January to December 2012. This little girl now speaks in 3-5 word sentences and has hundreds of words in her expressive vocabulary. She is 3 1/2 years old and exhibits with age-appropriate language skills and has avoided the need for special education when she starts school.

Building Blocks of Communication™ (BBC) Online

The American Speech-Language Hearing Association links a child's speech ability with literacy and ultimately their school success. Building Blocks of Communication™ (BBC) is an innovative way to respond to the needs of children with mild to moderate speech and language delays, particularly children from low socio-economic backgrounds whose parents cannot afford private speech therapy. BBC is a train-the-trainer approach to help children age 0-5 with mild to moderate speech and language delays. Paraprofessionals with experience in early childhood education are trained to teach parents how to facilitate language development in their child's home language.

Providence is launching BBC Online to expand the program's availability. The online tool allows paraprofessionals to obtain their BBC certifications online, re-certify annually, participate in online question and answer forums with speech-language pathologists, and obtain documentation to provide to parents and caregivers.
Budget  $182,500.00
Category  Health Care, General/Other Early Intervention & Prevention
Population Served Infants to Preschool (under age 5) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  We anticipate initially serving 50 paraprofessionals in BBC Online in its first full year of implementation, with the number of paraprofessionals conservatively rising to 200 by its third year in operation. In the first year, through these paraprofessionals, 500 caregivers will receive BBC training.
Program Long-Term Success  The long-term impact of BBC Online is ensuring more children with mild to moderate speech delays receive speech and language training before they start Kindergarten. The timing of this is critical because if the speech and language delays, no matter how mild, are not addressed before the child starts Kindergarten, he or she will struggle in school, as well as struggle in communicating with peers, family members and other individuals. At Providence, we have found that children who lack the ability to communicate, often resort to screaming and hitting because they don't know how to get through to those around them—this issue only exacerbates as a child gets older and is incapable of communicating effectively. In overcoming speech delays, children avoid costly special education classes, have the tools necessary for successfully learning to read and write, their confidence improves, and their chances for succeeding in school and life greatly improve.
Program Success Monitored By  Project implementation will be measured and documented by the BBC Online team. The technical components of the project will be tracked and documented by the Director of Technology and the clinical components will be tracked and documented by the Director of Therapy Services. Tracked components will include the project implementation timeline and budget, the number of paraprofessionals trained through BBC Online, the volume of questions in the online forum, the number of children and families that ultimately benefit from BBC Online, and the paraprofessional survey responses.
Examples of Program Success  --

NeuroKinetics Rotational Chair

Balance and mobility disorders are complex and can be caused by a multitude of medical conditions, alone or in combination. Approximately 35% of US adults age 40 and older have vestibular dysfunction (inner ear balance disorders). That equates to more than one million adults in Orange County. Additionally, children's balance disorders are often unknown and underestimated.
 
As with any disorder, a more effective rehabilitation is possible when the root of the problem has been identified. A Neuro Kinetics Rotational Chair helps properly diagnose vestibular disorders and determine whether dizziness may be due to a disorder of the inner ear or brain. A three-part test measures jumping of the eyes while the patient is being slowly turned in the chair. Providence utilizes a rotational chair at its Orange County Fall Prevention and Balance Center in Orange and seeks to acquire an additional one for our Newport Beach site to serve more people who suffer from vestibular disorders.
Budget  $157,250.00
Category  Health Care, General/Other Health Diagnostic, Intervention & Treatment Services
Population Served General/Unspecified Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
Providence Speech and Hearing Center is uniquely positioned to meet the needs of people who suffer from vestibular disorders. We have audiological expertise, we currently see patients in need of hearing services and we employ some of the top clinicians in the field of audiology who are specifically trained to diagnose and treat vestibular disorders. In fact, many of our current patients list dizziness as something they are currently experiencing, but without the equipment to diagnose the cause, it is nearly impossible to treat.
 
The first step toward treating more patients is securing the necessary funding to purchase the additional Neuro Kinetics Rotational Chair. Providence's target date for acquiring this state-of-the-art piece of equipment is within the first quarter of 2014.
Program Long-Term Success  Providence Speech and Hearing Center's goal has always been to ensure that all people who require speech, language or hearing services receive the best possible care, regardless of their ability to pay. As Providence is one of only a few service providers in Orange County to accept Medi-Cal and Medicare, the addition of our Fall Prevention and Balance Center in Orange has enabled these typically low-income patients to receive treatment for their vestibular disorders. Additionally, Providence cares for all people despite insurance status. Therefore, low-income uninsured individuals also benefit from the Center.
Program Success Monitored By 
The success of this program is two-fold. The first objective is in securing the necessary funding to purchase the additional Neuro Kinetics Rotational Chair; the second is in being able to properly diagnose and treat a greater number of patients who have vestibular dysfunction.
Examples of Program Success  --

Management


CEO/Executive Director Mr. Andrew Simone
CEO Term Start Apr 2018
CEO Email [email protected]
CEO Experience Andrew Simone began his career in finance in Silicon Valley after graduating from Santa Clara University. He moved to Orange County in 2000 where he obtained his master's degree in management from Cal State Fullerton. Andrew has held Chief Financial Officer roles in healthcare companies specializing in sleep medicine and medical billing and has worked in finance for skilled nursing, assisted living and veterinary medicine businesses. Andrew has experience working in family-owned, publicly-traded and private equity owned companies as well as serving on a non-profit board prior to joining Providence.

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
CJ Calderon Director of Philanthropy CJ Calderon earned her degree from Chapman University before starting her career in non-profit strategy and fundraising. She has held positions at some of Orange County’s top non-profit organizations and brings her experience in non-profit branding, fundraising, communications, and strategic philanthropy to Providence. Her genuine talent has lead to a 10-year career in philanthropy ranging from managing a board of private and corporate funders to non-profit development. CJ enjoys connecting donors with their passion and helping them make strategic impact investments.
Bobbi Dickinson Director of Providence Therapeutic Preschool Bobbi Dickinson graduated from the A N C College with a 4.0 GPA in early childhood education, special needs, and administration. She received the Presidential Award for perfect attendance and GPA. She also attended Chaffey College in Alta Loma, CA. She has been teaching and directing for the past 15 years and works as a counselor for at-risk teens on the weekends. Her teaching experience includes infants and children aged 2 to 15. Her extensive training in early childhood education includes special needs. To Bobbi, early intervention and open communication with parents is the most important aspect in a young child's life, ensuring a successful educational career.
Tricia Dunn-West Director of Human Resources --
Donna Gelnett Director of Audiology Operations Donna Gelnett began her career as a research audiologist at the House Ear Institute working to develop digital hearing aids. She later moved to the Long Beach VA as a staff audiologist overseeing its hearing aid program. For the next fifteen years, she was the Regional Manager and Senior Vice President of Sales and Operations at HearUSA. There she obtained extensive experience in personnel development, clinic growth, and mergers and acquisitions.
Al Madi Director, Technology & Innovation --
Andrew Simone CFO Andrew Simone began his career in Finance in Silicon Valley after graduating from Santa Clara University. He moved to Orange County in 2000 where he obtained his Masters degree in Management from Cal State Fullerton. Andrew has held Chief Financial Officer roles in healthcare companies specializing in sleep medicine and medical billing, while also working in skilled nursing, assisted living and veterinary medicine. Andrew has worked in family-owned, publicly-traded and private equity owned companies. He also has experience serving on a non-profit board prior to joining Providence.

Awards

Award Awarding Organization Year
Circle of Care Award CalOptima 2012
Excellence in Employment Award State of California Senate 2012
Safety Net Award CalOptima 2011
Season of Caring Orange County Register 2011
Circle of Care Award CalOptima 2009

Affiliations

Affiliation Year
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External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

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Staff Information

Number of Full Time Staff 125
Number of Part Time Staff 46
Number of Volunteers 173
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 6
Asian American/Pacific Islander: 27
Caucasian: 78
Hispanic/Latino: 60
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 151
Male: 20
Not Specified 0

Plans & Policies

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

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy No
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

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CEO Comments

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Foundation Comments

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Governance


Board Chair Kevin Timone
Board Chair Company Affiliation CHOICE Administrators
Board Chair Term Jan 2017 - Dec 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ash Abdelaaty California Bank & Trust Voting
Paul Bambauer Value Consulting Voting
Dan Beres Confident Financial Solutions Voting
Annette Buckel St. Joseph Health Voting
Kim Cunningham Pacific Life Voting
Vito Francone Deloitte LLP Voting
Randy Free Grant Thornton Voting
Dan Grady Comerica Bank Voting
Andrew Guarni Hoag Memorial Hospital Presbyterian Voting
Casey Immel CBRE Voting
Lewis Jaffe Loyola Marymount University Voting
Janine Madera Orange County District Attorney's Office Voting
Devon Malecki DevicePharm, Inc. Voting
Bruce D. May Stuart Kane LLP Voting
Robbie Nicoli USI of Southern California Insurance Services Voting
Bret Rathwick Bank of America Merrill Lynch Voting
Christopher Reinberger Reinberger Printwerks Voting
Steven Shill BDO Voting
Teigue Thomas Vistage International, Inc. Voting
Kevin Timone The Word & Brown Companies, CHOICE Administrators Voting
Richard Van Dyke Advanced Office Services/Imaging Plus Voting
Ryan C. Wilkins Stradling Yocca Carlson & Rauth Voting
Marlene Woodworth Consultant Voting
John M. Word III The Word & Brown Companies Voting
Alyson Yarberry Modera, Inc. Voting
Tom Yuen PrimeGen Biotech LLC Voting

Constituent Board Members

Name Company Affiliations Status
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Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
C. Craig Carlson Stradling Yocca Carlson & Rauth Exofficio
Phillip H. Case Rondell Homes, Inc. Exofficio
Douglas Cole Cole Financial Exofficio
Margaret Anne Inman, Ph.D.* Founder, Providence Speech and Hearing Center Exofficio
Carl N. Karcher* Carl Karcher Enterprises Exofficio
Peter G. Muth* Orco Block Company Exofficio
Stanley Pawlowski* Pacific Western Bank Exofficio
Robert Pralle* Rondell Homes Exofficio
Phillip M. Ramos Philatron International Exofficio
William J. Reilly* Great West Life Insurance Company Exofficio
Loretta Sanchez United States Congress Exofficio
Henry & Monica Weaver Sparkling Angels Foundation Exofficio
Robert Wilson Carl Karcher Enterprises Exofficio

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 2
Caucasian: 23
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 7
Male: 19
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 64%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Audit
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Personnel
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Revenue $24,381,197.00
Projected Expenses $24,352,583.00
Form 990s

2016 Form 990

2015 PSHC 990

2014 PSHC 990

2013 PSHC 990

2012 PSHC 990

Audit Documents

2015 PSHC Audit - 2015

2014 PSHC Audit - 2014

2013 PSHC Audit - 2013

2012 PSHC Audit - 2012

2011 PSHC Audit - 2011

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $12,905,768 $11,310,601 $7,659,946
Total Expenses $13,804,081 $11,065,235 $7,925,520

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$1,428,470 $846,134 $1,013,704
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 --
Individual Contributions -- -- --
Indirect Public Support -- $0 --
Earned Revenue $11,202,420 $9,794,493 $6,258,656
Investment Income, Net of Losses $2,623 $5,079 $4
Membership Dues -- $0 --
Special Events -- $415,250 $291,237
Revenue In-Kind -- $0 --
Other $272,255 $249,645 $96,345

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $799,511 $9,691,780 $7,018,014
Administration Expense $9,125,969 $758,305 $369,461
Fundraising Expense $111,415 $615,150 $538,045
Payments to Affiliates $3,767,186 $0 --
Total Revenue/Total Expenses 0.93 1.02 0.97
Program Expense/Total Expenses 6% 88% 89%
Fundraising Expense/Contributed Revenue 8% 49% 41%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $7,035,311 $7,694,709 $6,540,212
Current Assets -- $4,271,133 $3,009,316
Long-Term Liabilities -- $2,314,876 $1,818,819
Current Liabilities $5,644,546 $3,090,755 $2,677,681
Total Net Assets $1,390,765 $2,289,078 $2,043,712

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 0.00 1.38 1.12

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 30% 28%
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.

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