Sansum Clinic
Sansum Clinic
PO BOX 1200
Santa Barbara CA 93102-1200
Santa Barbara CA | IRS ruling year: 1973 | EIN: 95-6419205
TO PROVIDE MEDICAL SERVICES TO THE GENERAL PUBLIC.
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PO BOX 1200
Santa Barbara CA 93102-1200
Santa Barbara CA | IRS ruling year: 1973 | EIN: 95-6419205
TO PROVIDE MEDICAL SERVICES TO THE GENERAL PUBLIC.
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This charity's score is 94%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores: 85% Accountability & Finance, 10% Leadership & Adaptability, 5% Culture & Community. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Sansum Clinic is outdated and the overall rating may not be representative of its current operations.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.
Sansum Clinic has earned a 93% for the Accountability & Finance beacon. See the metrics below for more information.
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
This Accountability & Finance score represents IRS Form 990 data up until FY 2019, which is the most recent Form 990 currently available to us.
Learn more
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).
The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.
Source: IRS Form 990
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
Total Revenue Amount | Expectation to Receive Credit |
---|---|
$1 million or higher | Expected to complete an audit |
$500,000 - $1 million | Expected to complete an audit, review, or compilation |
Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.
Liabilities to Assets Ratio | Amount of Credit Received |
---|---|
Less than 50% | Full Credit |
50% - 59.9% | Partial Credit |
60% or more | No Credit |
Source: IRS Form 990
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.
Program Expense Percentage | Amount of Credit Received |
---|---|
70% or higher | Full Credit |
60% - 69.9% | Partial Credit |
50% - 59.9% | Zero Points for Program Expense Score |
Below 50% | Zero Points for Both Program Expense AND Liabilities to Assets Scores |
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. 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
Source: IRS Form 990 (page 7), filing year 2019
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:
Other school related activities (BMF activity code: 059)
Aid to the handicapped (see also 031) (BMF activity code: 160)
Hospital (BMF activity code: 150)
Foundation Status:
Hospital or medical research organization 170(b)(1)(A)(iii) (BMF foundation code: 12)
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)
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 search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Sansum Clinic) or EIN (956419205) in the 'Search Term' field.
This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. 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, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.
Sansum Clinic reported being impacted by COVID-19 in the following ways:
Program Delivery
Staffing
Administrative Capacity
Balance Sheet
How COVID-19 impacted the organization's operations financially:
The stay-at-home order and guidance to halt non-essential surgeries and procedures issued in mid-March 2020 by CA Governor Gavin Newsom, caused the Clinic to see revenues significantly decrease, overnight. As visits and procedural volumes decreased by 50% in many areas, our leadership took aggressive steps to maintain the financial viability of the organization. Physicians took substantial pay cuts. Executives pay cuts were implemented and we reluctantly furloughed approximately half our staff, representing one-third of our payroll. We experienced unprecedented supply shortages as well as substantial cost increases. There was reduction in revenue due to decreased visits and procedures while incurring extraordinary incremental expenses.
How COVID-19 impacted the organization's delivery of programs:
We established a telehealth program in order to provide medical care to patients. Given the need to maintain social distancing among staff and patients we were forced to decrease the number of patients we could see at a time.
How this organization adapted to changing conditions caused by COVID-19:
We re-opened operations and recalled staff from furlough as time went by and we were able to do so safely. We established a testing site at the start of the pandemic and vaccinations clinics once the vaccine was available. We established the Pandemic Relief Fund at the start of the pandemic which enabled us to cover the cost of setting up a testing site, PPE and additional staffing expenses since we could only do testing/vaccinations after hours and on the weekends.
Innovations the organization intends to continue permanently after the pandemic:
Our telehealth program has proven to be a valuable tool since its implementation at the start of the pandemic. We are able to see patients who may not be able to come to the clinic due to covid and/or some other medical issue.
Not Currently Scored
Sansum Clinic cannot currently be evaluated by our 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.
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Sansum Clinic reported its largest program on its FY 2019 Form 990 as:
Spent in most recent FY
Percent of program expenses
SEE SCHEDULE OIN FURTHERANCE OF ITS CHARITABLE PURPOSE, THE CLINIC PROVIDES MEDICAL CARE WITHOUT CHARGE OR AT REDUCED CHARGE TO RESIDENTS OF THE COMMUNITY, PRIMARILY THROUGH: (A) SERVICES PROVIDED AT ... (More)
SEE SCHEDULE OIN FURTHERANCE OF ITS CHARITABLE PURPOSE, THE CLINIC PROVIDES MEDICAL CARE WITHOUT CHARGE OR AT REDUCED CHARGE TO RESIDENTS OF THE COMMUNITY, PRIMARILY THROUGH: (A) SERVICES PROVIDED AT NO CHARGE TO THE UNINSURED; (B) THE DIFFERENCE BETWEEN PUBLIC PROGRAM PAYMENTS (PRIMARILY MEDI-CAL) AND THE RELATED COSTS OF PROVIDING SUCH SERVICES; AND (C) THE SERVICES PROVIDED TO PATIENTS EXPRESSING A WILLINGNESS TO PAY BUT WHO ARE UNABLE DUE TO SOCIO-ECONOMIC FACTORS. ADDITIONAL ACTIVITIES UNDERTAKEN TO BENEFIT THE COMMUNITY AND TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE TO EVERY PATIENT IN AN ENVIRONMENT THAT FOSTERS CARING AND COMPASSION AND PROMOTES EDUCATION AND RESEARCH INCLUDE THE FOLLOWING:- PROVIDING THE LARGEST LOCAL FLU IMMUNIZATION CLINICS ANNUALLY FOR FREE OR FOR A NOMINAL DONATION.- PROVIDING FREE EYE EXAMINATIONS THROUGH SEE INTERNATIONAL TO CHILDREN WHO COULD NOT OTHERWISE AFFORD THEM.- PROVIDING MORE THAN 300 HEALTH EDUCATION CLASSES (E.G. ASTHMA, BACK AND NECK CARE, CHOLESTEROL, DIABETES, HEALTHY AGING, JOINT REPLACEMENT, STRESS, WEIGHT MANAGEMENT FOR CHILDREN AND ADULTS) THAT ARE OFFERED EACH YEAR. THE CLASSES ARE OPEN TO THE COMMUNITY, ARE OFFERED FOR FREE OR AT A NOMINAL FEE AND ARE AVAILABLE THROUGHOUT THE COUNTY.- LEADING CAMP WHEEZ AND PROVIDING PHYSICIANS AND SUPPORT STAFF FOR THIS WEEKLONG SUMMER CAMP FOR CHILDREN LIVING WITH ASTHMA.- COLLABORATING WITH SANTA BARBARA NEIGHBORHOOD CLINICS TO PROVIDE DIAGNOSTIC CARE AND SPECIALTY MEDICAL SERVICES TO RESIDENTS WHO COULD OTHERWISE NOT AFFORD THESE TESTS.- PROVIDING RELIABLE HEALTH AND RESOURCE INFORMATION FREE OF CHARGE TO ANY COMMUNITY MEMBER, PATIENTS AND NON-PATIENTS ALIKE, THROUGH OUR HEALTH RESOURCE CENTER.- PARTICIPATING IN A VARIETY OF RESEARCH PROJECT WITH PARTNERS SUCH AS UCLA, THE RAND CORPORATION AND SEVERAL PHARMACEUTICAL COMPANIES.- PARTICIPATING IN OVER A DOZEN ANNUAL HEALTH FAIRS AND FREE HEALTH SCREENING EVENTS. (Less)
Sansum Clinic has earned a 100% for the Culture & Community beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
Learn more
100% 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.
Who are the people you serve with your mission? Describe briefly.
We serve the community of Santa Barbara. We work with nonprofit organizations that provide medical care for those without health insurance (Santa Barbara Neighborhood Clinics and SEE International).
How is your organization collecting feedback from the people you serve?
Electronic surveys (by email, tablet, etc.), Paper surveys, Community meetings or town halls, Suggestion box/email
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve
With whom does your organization share the feedback you got from the people you serve?
Our staff, Our board, Our funders, Our community partners
How has asking for feedback from the people you serve changed your relationship with them or shifted power - over decisions, resources, rules or in other ways - to them?
We value the feedback we get from our patients and use it to enhance the patient experience.
What challenges does your organization face in collecting feedback from the people you serve?
We don't have any major challenges to collecting feedback
Briefly describe a recent change that your organization made in response to feedback from the people you serve.
1. Implementation of Well texting for our patients. 2. Expanded hours for certain services such as mammography and Urgent Care. 3. Establishing pain management program. 4. Establishing a Palliative Care & Advance Care Planning Program. 4. Leadership role with COVID-19 testing, screening and vaccinations.
This organization has not provided information regarding the Equity Practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective equity policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.
Sansum Clinic has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.
This beacon 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.
Learn more
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
To provide an excellent healthcare experience, recognizing our first priority is the patients we serve.
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
As a premier integrated delivery system, we provide high-value healthcare to the communities we serve, managing the population's healthcare needs, while also creating a model of care that will thrive in California's rapidly changing healthcare arena.
Source: Nonprofit submitted responses
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Deliver an excellent healthcare experience.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Promote a culture of accountability.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Three: Create a sustainable mission.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
The nonprofit provides evidence of investment in leadership development
The Clinic has contracted with Dr. David Siebold, Professor Emeritus of Communication in the division of Social Sciences at UC Santa Barbra to provide leadership development coaching and training to several operational leaders and departments. This training has unlocked the leadership capabilities of key leaders resulting in better employee and patient outcomes. Dr. Siebold has been instrumental in helping our leaders grow and better serve our organization.
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness
Community Building
We have a strategic partnership with the Santa Barbara Neighborhood Clinics providing their patients without medical insurance with free diagnostic services. Since 2010 Sansum Clinic has provided 6,920 SBNC patients with 9,373 diagnostic services totaling over $3.5 million. We also have a partnership with SEE International. Since 2019 we have provided free eye care to nearly 100 patients (729 services). That's our commitment to ensure 'good health for everyone.'
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
March 2020 will remain forever embedded in Sansum Clinic’s institutional memory as physicians and staff members learned everything they could about coronavirus. Dr. Marjorie Newman, Medical Director, partnered with the Santa Barbara County Public Health Department to stay at the forefront of protecting patients, employees and the community. Battling worldwide shortages of personal protective equipment, clinicians and managers worked tirelessly alongside our Purchasing Department to outfit every site with appropriate masks and gear, while researching the best practices to reduce the risk of transmission. Screening and social distancing protocols went into effect at all of our 23 locations, from exam rooms to waiting areas, to maintain a virus-free environment in which to continue care. An appointment-based, drive-up testing site was constructed to safely evaluate patients for coronavirus, and both of our pharmacies endeavored new ways to get medications to patients. Pediatrics turned to car-based injections to sustain important vaccinations for children. Our IT teams created web pages and a symptom-checking app to keep residents informed about the evolving indicators of the virus. Clinic communication embraced the virtual world of ZOOM as in-person group meetings became impossible. Most meetings are still via ZOOM. The pandemic sped up one of the biggest trends in healthcare: telemedicine. Sansum Clinic launched a successful Telehealth program in less than three weeks, allowing patients to receive care from the comfort and safety of their homes. Hundreds of providers learned to log on and conduct virtual visits to reduce exposure for those who required in-person appointments while still continuing essential medical care for those who could be treated safely through the virtual platform. We have resumed in-person medical appointments yet maintain COVID-19 protocols throughout our facilities for the protection of our medical staff and patients.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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