Mission: The mission of Santa Barbara Neighborhood Clinics is to provide high quality, affordable, comprehensive healthcare to all people, regardless of their ability to pay, ... (More)

Santa Barbara Neighborhood Clinics is a 501(c)(3) organization, with an IRS ruling year of 1999, and donations are tax-deductible.

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Contact Information

  https://sbclinics.org/

  414 East Cota Street
First Floor
Santa Barbara CA 93101 

  844-594-0343


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Financial and Accountability & Transparency score for Santa Barbara Neighborhood Clinics is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

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Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 91.15, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS. 

View this organization’s historical ratings.


Back to Overall

Star Rated Report

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Program Expense

Program Expense Ratio

86.5%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

11.9%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

1.4%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

23.4%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.04


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

0.63 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

9.03%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors can be reluctant to contribute to a charity when their name, address, or other basic information may become part of donor lists that are exchanged or sold, resulting in an influx of charitable solicitations from other organizations. Our analysts check the charity's website to see if the organization has a donor privacy policy in place and what it does and does not cover. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Domenic Caluori, Chief Dental Officer

$188,758 (1.06% of Total Expenses)


Charles Fenzi, CEO, Chief Medical Officer

$185,969 (1.04% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Activity data not reported from the IRS


Foundation Status:

Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2) (BMF foundation code: 16)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Santa Barbara Neighborhood Clinics reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Revenue

  • Staffing

  • Administrative Capacity


How COVID-19 impacted the organization's operations financially:

As a healthcare provider revenues are dependent on patient encounters. Our encounters were reduced by 12% in 2020 for the entire year, even though the pandemic only impacted us in the 4th Quarter. Our Dental Clinics were completely closed for three months. We applied for grants and the PPP loan which enabled us to retain 90% of our staff, pay our rent and utilities.


How COVID-19 impacted the organization's delivery of programs:

The 3 Dental Clinics closed and only saw emergency patients. Most of the Behavioral Health visits were and many are still being held virtually. The Medical Clinics were seeing patients in person who could not be assisted through computer or telephonic means after triaging. Enabling services were handled exclusively remote. The Bridge Clinic that sees Primary Care patients with Substance Use Disorders saw more patients than they every did, 30% growth. Our patient visit numbers, almost 2 years later have still not returned to pre-pandemic levels. Unique patient count has dropped by approximately 3,000 patients from 2019 to 2021.


How this organization adapted to changing conditions caused by COVID-19:

The organization transitioned to all Telehealth visits. Facility entrants were and continue to be triaged for COVID-19 Symptoms and cleared before entry. Additional Personal Protective Equipment was acquired, improvements in Infection Controls and sanitation measures were adopted. Schedules adapted in the Medical Clinics to see patients with Chronic Conditions and Well Child visits in the AM and ill patients during the afternoon. Patients with COVID-19 Symptoms were tested outside clinics in their cars or an isolated examination room. Glass partitions were installed in the medical clinics in public service areas and dental clinics separating the operatories. Oral Suction vacuums were purchased in order to capture patient aerosols at the dental chair and through ultra-violet processes eradicate viral germs. Ozone Free Air Scrubbers were installed in facility HVAC systems to further sanitize the air. Hypochlorus Acid Foggers were installed to further reduce the spread of aerosols.


Innovations the organization intends to continue permanently after the pandemic:

Telehealth visits will continue as well as the heightened infection control processes, policies and procedures. The HVAC Air Scrubbers are installed and receiving regular maintenance. Use of the Hypochlorus Acid Foggers will be continued to be used and additionally the Oral Suction Vacuums. We are continuing to Triage Patients/Staff/Visitors upon building entry. Everyone is masking.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
3/1/20212019 91.15
10/1/20192018 91.45
8/1/20182017 91.45
8/1/20172016 91.45
11/1/20162015 95.87
6/1/20162014 90.82
Rating Version: 2.0
10/1/20152014 94.43
7/1/20142013 86.97
8/1/20132012 86.35
6/1/20132012 86.18

This organization received multiple star ratings within this fiscal year, due to an update to its Accountability and Transparency data and/or the receipt of an amended Form 990.

12/20/20122011 89.55
5/1/20122011 88.12
9/20/20112010 83.10
Rating Version: 1.0
6/1/20112010 90.66
9/1/20102009 90.61
2/1/20102008 88.07
11/1/20082007 88.01
11/1/20072006 76.65
10/1/20062005 89.26
10/1/20052004 89.94

Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Santa Barbara Neighborhood Clinics cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Santa Barbara Neighborhood Clinics? Join the waitlist for an updated Impact & Results score.


Back to Overall

Additional Information

Unscored

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Largest Programs

Largest Programs



Santa Barbara Neighborhood Clinics reported its largest program on its FY 2019 Form 990 as:


$15,037,769

Spent in most recent FY

100%

Percent of program expenses


Healthcare Services


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Santa Barbara Neighborhood Clinics is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


OUR MISSION IS TO PROVIDE HIGH QUALITY, COMPREHENSIVE AND AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Healthy People, Healthy Communities


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: By 2024, SBNC will provide high quality, affordable and comprehensive primary healthcare to at least 70% of the medically underserved population* in South Santa Barbara County

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Two: Continue to develop a performance-based organizational culture, focused on value and patient experience

Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.


Goal Three: Lead population health initiatives in partnership with healthcare and other community providers to better meet the health needs of the community

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

SBNC invests in leadership development through creating opportunities in program delivery capacity. The commitment to Integrated Behavioral Healthcare is an area that leadership at all levels has been improved. Outside training academy support and a leadership focus team of clinicians and administrators have brought the Integration of Medical and Behavioral Health experience to a new level in the organization.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

SBNC is proud of its ability to partner with other organizations for the betterment of the Community. Many important initiatives have been put into practice through collaborative efforts dedicated to education, awareness, detection, and interventions. Our organization is on the leading edge of such health related issues as Adverse Childhood Experiences, Asthma Mitigation, Integrated Behavioral Health, Substance Use Medical Expansion, and Pandemic response along with other local professionals as well as through State-wide and National Learning Collaboratives.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


As a Primary Health Care Center, Santa Barbara Neighborhood Clinics(SBNC)was agile enough to step in and provide COVID-19 Vaccines to our patients and the community as soon as they were available to our organization. When the pandemic first started, SBNC, as a community medicine authority, participated in a county-wide COVID-19 Leadership Task Force along with Cottage Health, Sansum, Santa Barbara County Public Health, and others. SBNC has collaborated with the same partners through our vaccine project. SBNC was receiving vaccine doses through the Santa Barbara County Public Health Department. Partners like Direct Relief, Planned Parenthood, and retired physicians have volunteered at our vaccine events. Vaccine events were held at Direct Relief, La Cumbre Junior High School and other community venues to eliminate barriers to care, specifically for populations who would not otherwise be served, for example the City of Santa Barbara Housing Authority properties for their residents. Locations were strategically selected to reduce transportation as a barrier and they were scheduled after work and on weekends. All of these collaborations have helped our community and we are grateful for our many partners. Being able to hold our vaccination events at Direct Relief and La Cumbre Junior High School helped us reach many more patients and not impact the limited physical space at our current clinics. We continue to work with our partners and have ramped up our efforts offering vaccines for children and boosters.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Charles Fenzi

CEO

Brian G. Gough

Chair of the Board

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

100

out of 100

Santa Barbara Neighborhood Clinics has earned a passing score. This score has no effect on the organization's Star Rating. The organization provided data about how it listens to constituents (Constituent Feedback) and its Diversity, Equity, & Inclusion (DEI) practices (see report below).

The Culture & Community Beacon is comprised of the following metrics:

  • Constituent Feedback: 100/100 (30% of beacon score)

  • Diversity, Equity, & Inclusion: 100/100 (70% of beacon score)


Back to Overall

Culture & Community Report

100

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion

100/100 points

70% of beacon score


This organization's score of 100 is a passing score. The organization reported that it is implementing 11 diversity, equity and inclusion (DEI) practices. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


View this organization's DEI Strategies


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

100/100 points

30% of beacon score


This organization reported that it is collecting feedback from the constituents and/or communities it serves. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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