Operation Samahan INC FY2024 filing

Tax-deductible

Chula Vista, CA501(c)(3)Since 1974Health CareEIN 95-3008798Revenue $25.7M in FY2024

On file with the IRSopsam.org637 Third Ave Ste E1, 91910-5707 · Chula Vista, CATax-exempt since Jul 1974Publicly supported charity — 170(b)(1)(A)(vi)

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To provide equitable, quality, and patient-centered care addressing the physical, behavioral, and social needs in the communities we serve, regardless of the ability to pay.

501(c)(3) charity; gifts are tax-deductible.
57¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.3M a year · 16% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $74K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$9.7M
52% of total assets
Fine: liabilities are 52% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$25.7M
+17% vs prior year
Spent
$20.8M
To programs
57%
Net assets
$9.0M
By yearFY2020–FY2025
Revenue
$25.7M
FY2024▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2020$15.3M
FY2021$15.5M
FY2022$15.6M
FY2023$22.0M
FY2024$25.7M
FY2025$29.6M
Expenses
$20.8M
FY2024▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$12.9M
FY2021$14.1M
FY2022$15.1M
FY2023$18.1M
FY2024$20.8M
FY2025$22.8M
Net assets
$9.0M
FY2024▲ +119%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.4M
FY2021−$281K
FY2022$204K
FY2023$4.1M
FY2024$9.0M
FY2025$15.9M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

57 cents of each dollar spent went to programs.

Program services 57% · $11.8M Management & general 43% · $8.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Chief Executive Officer
$252,046Pt VII · Sec A
Family Medicine Doctor
$212,147Pt VII · Sec A
Endocrinologist
$208,343Pt VII · Sec A
Family Medicine Doctor
$202,599Pt VII · Sec A
Pediatrician
$156,472Pt VII · Sec A
Finance Director
$155,503Pt VII · Sec A
Nurse Practitioner
$153,600Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Archie Bella MD MBA’s $324K as Chief Executive & Medical Officer is at the 51st percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Archie Bella MD MBA$324,417$252,046————
Josie Nuqui MD$245,435$212,147————
Archie Bella——$232,047$30,117——
Josie Nuqui——$211,850$229,016$210,988$205,000
Beatrice Baez MD$224,698$202,599————
Kyrstal Valdez MD$223,802—————
Cherif Girgis MD$216,360—————
Beatrice Baez——$211,850$198,466$188,900$205,394

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides healthcare services to build healthier, happier communities.

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Provided by the organization

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1 program · $11.8M · in their own filed words · FY2023
01

Operation samahan provides indigent, low-income, uninsured, and underserved individuals and families high-quality, affordable, and culturally accessible primary health care, dental care, behavioral health counseling, holistic health promotion and education, and multi-faceted social services.

$11.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$74K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$25.7M
Ln 12
Fees for servicesLn 2g$20.9M
Gifts and grantsLn 1h$4.7M
Investment incomeLn 3$25K
Money outPt IX
$20.8M
Ln 25
Programscol B$11.8M
Managementcol C$8.9M
Owns and owesPt X
$9.0M
net assets · Ln 32
Cash and savingsLn 1–2$9.3M
Total assetsLn 16$18.7M
LiabilitiesLn 26$9.7M
PeoplePt VI, VII
16
listed · VII A
PaidVII A7
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.7M
Government grantsLn 1e$4.3M
Noncash giftsLn 1g$253K
Fees for servicesLn 2g$20.9M
Investment incomeLn 3$25K
Total revenueLn 12$25.7M
Assets in detailPt X, end of year
CashLn 1$9.3M
Cash and savings togetherLn 1–2$9.3M
InvestmentsLn 11–13$2.1M
Land, buildings, equipmentLn 10c$3.9M
Other assetsLn 15$1.2M
Total assetsLn 16$18.7M
LiabilitiesLn 26$9.7M
Net assetsLn 32$9.0M
OperationsPt I, VI
EmployeesI 5178
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$5.5M$9.3M
InvestmentsLn 11–13$1.0M$2.1M
Land, buildings, equipmentLn 10c$4.0M$3.9M
Total assetsLn 16$16.2M$18.7M
LiabilitiesLn 26$12.1M$9.7M
Net assetsLn 32$4.1M$9.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Pay of current officers, directors and key staffLn 5$420K$264K$156K
Other salaries and wagesLn 7$8.9M$6.1M$2.8M
Pension plan contributionsLn 8$205K$114K$90K
Other employee benefitsLn 9$540K$306K$234K
Payroll taxesLn 10$768K$439K$329K
Legal feesLn 11b$122K$122K
Accounting feesLn 11c$132K$132K
Other fees for servicesLn 11g$4.7M$2.4M$2.3M
Advertising and promotionLn 12$24K$8K$16K
Office expensesLn 13$139K$29K$111K
Information technologyLn 14$1.1M$201K$880K
OccupancyLn 16$1.2M$764K$436K
TravelLn 17$32K$11K$21K
Conferences, conventions and meetingsLn 19$76K$25K$51K
InterestLn 20$184K$22$183K
Depreciation, depletion and amortizationLn 22$414K$414K
InsuranceLn 23$79K$79K
Other expenses (24a–d)Ln 24$1.3M$1.1M$233K
All other expensesLn 24e$501K$166K$335K
Total functional expensesLn 25$20.8M$11.8M$8.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $29.6M$22.8M$6.9M$15.9M 990 PDF
FY2024 Viewing $25.7M$20.8M$4.9M$9.0M 990 PDF
FY2023 $22.0M$18.1M$3.9M$4.1M 990 PDF
FY2022 $15.6M$15.1M$485K$204K 990 PDF
FY2021 $15.5M$14.1M$1.4M−$281K 990 PDF
FY2020 $15.3M$12.9M$2.4M$2.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $25,656,202 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,611,700$4,728,749
I-9 Program service revenuePrior year $15,371,379$20,902,893
I-10 Investment incomePrior year $15,062$24,560
I-11 Other revenuePrior year $2,390$0
I-12 Total revenuePrior year $22,000,531$25,656,202
I-13 Grants and similar amounts paidPrior year $0$2,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $9,754,454$10,793,057
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,357,441$9,961,207
I-18 Total expensesPrior year $18,111,895$20,756,264
I-19 Revenue less expensesPrior year $3,888,636$4,899,938
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $25,656,202 across 7 lines filed
VIII-1e Government grants$4,335,347
VIII-1f All other contributions, gifts and grants$393,402
VIII-1g Noncash contributions (included above)$252,713
VIII-1h Total contributions, gifts and grants$4,728,749
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,902,893$20,902,893
VIII-3 Investment incomeExcluded from tax $24,560$24,560
VIII-12 Total revenueRelated to mission $20,902,893 · Unrelated business $0 · Excluded from tax $24,560$25,656,202
Part IX · Statement of functional expenses $20,756,264 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $2,000$2,000
IX-5 Pay of current officers, directors and key staffPrograms $264,078 · Management $155,570$419,648
IX-7 Other salaries and wagesPrograms $6,050,762 · Management $2,810,463$8,861,225
IX-8 Pension plan contributionsPrograms $114,460 · Management $90,054$204,514
IX-9 Other employee benefitsPrograms $305,960 · Management $233,767$539,727
IX-10 Payroll taxesPrograms $439,087 · Management $328,856$767,943
IX-11b Legal feesManagement $122,447$122,447
IX-11c Accounting feesManagement $132,371$132,371
IX-11g Other fees for servicesPrograms $2,390,449 · Management $2,280,938$4,671,387
IX-12 Advertising and promotionPrograms $7,986 · Management $15,936$23,922
IX-13 Office expensesPrograms $28,755 · Management $110,548$139,303
IX-14 Information technologyPrograms $201,049 · Management $879,508$1,080,557
IX-16 OccupancyPrograms $764,297 · Management $435,618$1,199,915
IX-17 TravelPrograms $10,554 · Management $21,060$31,614
IX-19 Conferences, conventions and meetingsPrograms $25,443 · Management $50,771$76,214
IX-20 InterestPrograms $22 · Management $183,485$183,507
IX-22 Depreciation, depletion and amortizationManagement $414,110$414,110
IX-23 InsuranceManagement $79,195$79,195
IX-24 Other expenses (24a–d)Programs $1,073,333 · Management $232,609$1,305,942
IX-24e All other expensesPrograms $165,832 · Management $334,891$500,723
IX-25 Total functional expensesPrograms $11,844,067 · Management $8,912,197 · Fundraising $0$20,756,264
Part X · Balance sheet $18,749,649 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $5,501,771$9,273,299
X-3 Pledges and grants receivableStart of year $154,112$227,037
X-4 Accounts receivableStart of year $1,231,066$2,017,517
X-9 Prepaid expenses and deferred chargesStart of year $122,711$34,623
X-10c Land, buildings and equipment, netStart of year $4,026,411$3,929,211
X-11 Publicly traded securitiesStart of year $1,023,973$2,053,667
X-15 Other assetsStart of year $3,108,478$1,214,295
X-16 Total assetsStart of year $16,171,694$18,749,649
X-17 Accounts payable and accrued expensesStart of year $1,647,825$1,559,407
X-25 Other liabilitiesStart of year $8,474,664$6,557,858
X-26 Total liabilitiesStart of year $12,066,759$9,744,776
X-27 Net assets without donor restrictionsStart of year $4,104,935$9,004,873
X-32 Total net assets or fund balancesStart of year $4,104,935$9,004,873
X-33 Total liabilities and net assetsStart of year $16,171,694$18,749,649
Part XI · Reconciliation of net assets $9,004,873 net assets at year end
XI-1 Total revenue$25,656,202
XI-2 Total expenses$20,756,264
XI-3 Revenue less expenses$4,899,938
XI-4 Net assets at start of year$4,104,935
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,004,873

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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