CONCERN EMPLOYEE ASSISTANCE PROGRAM

EIN: 770528349 Health Care

MOUNTAIN VIEW, CA

Total Revenue
$10,317,953
Total Expenses
$9,407,799
Total Assets
$18,315,720
Net Assets
$14,655,246
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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
CA
Principal Officer
CECILE CURRIER
Phone
8003444222
Tax Period
2022-07-01 to 2023-06-30

CONCERN EMPLOYEE ASSISTANCE PROGRAM, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $10.3M in total revenue in fiscal year 2022. Expenses of $9.4M left a modest 9% surplus.

Mission

TO PROVIDE TIMELY ACCESS TO MENTAL HEALTH AND WELLBEING RESOURCES.

Program Service Accomplishments

Program 1
Expenses: $7,756,490 Revenue: $8,073,783

CONCERN'S EXEMPT PURPOSE IS TO PROVIDE AND PROMOTE AFFORDABLE HEALTH CARE TO RESIDENTS WHO LIVE WITHIN CALIFORNIA. CONCERN IS LICENSED BY THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE AND OFFERS...

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CONCERN'S EXEMPT PURPOSE IS TO PROVIDE AND PROMOTE AFFORDABLE HEALTH CARE TO RESIDENTS WHO LIVE WITHIN CALIFORNIA. CONCERN IS LICENSED BY THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE AND OFFERS LIMITED MENTAL HEALTH CARE ON A PREPAID BASIS TO EMPLOYEES OF SMALL, MEDIUM, AND LARGE EMPLOYER GROUPS.CURRENTLY, CONCERN CONTRACTS WITH OVER 600 PROVIDERS WHO HAVE OFFICES THROUGHOUT CALIFORNIA AND HAVE AGREED TO PROVIDE SHORT-TERM COUNSELING TO CLIENTS OF SMALL, MEDIUM AND LARGE EMPLOYER GROUPS. CONCERN'S INTENDED FOCUS IS TO PROVIDE MENTAL HEALTH CARE SERVICES TO EMPLOYEES IN THE BAY AREA.EMPLOYERS HAVE TOLD CONCERN THEY HAVE SELECTED THE SERVICES PROVIDED BY THE ORGANIZATION: (I) TO INCREASE PRODUCTIVITY, ENHANCE PERFORMANCE, AND PROMOTE THE OVERALL QUALITY OF LIFE OF EMPLOYEES AND THEIR FAMILIES; (II) TO PROVIDE SUPPORT AND CONSULTATION TO CORPORATE MANAGEMENT IN RESOLVING COMPLEX EMPLOYEE RELATION PROBLEMS; AND (III) TO DECREASE EMPLOYER COSTS BY REDUCING ABSENTEEISM AND TURNOVER. CONCERN BELIEVES THAT THE HEALTH CARE COVERAGE IT PROVIDES STRENGTHENS THE MENTAL HEALTH CARE RESOURCES AVAILABLE TO CLIENTS WHO DESIRE SUCH CARE.

Program 2
Expenses: $322,657 Revenue: $345,009

IN ORDER TO PROVIDE OUT-PATIENT HEALTH CARE TO LOW-INCOME FAMILIES IN THE SAN FRANCISCO BAY AREA, CONCERN HAS ASSUMED THE MANAGEMENT AND OPERATION OF FOUR PROGRAMS FORMERLY ADMINISTERED BY EL CAMINO...

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IN ORDER TO PROVIDE OUT-PATIENT HEALTH CARE TO LOW-INCOME FAMILIES IN THE SAN FRANCISCO BAY AREA, CONCERN HAS ASSUMED THE MANAGEMENT AND OPERATION OF FOUR PROGRAMS FORMERLY ADMINISTERED BY EL CAMINO HOSPITAL, CONCERN'S SOLE MEMBER. THESE PROGRAMS ARE: (I) HEALTH LIBRARY AND RESOURCE CENTER; (II) ROADRUNNERS TRANSPORTATION SERVICE; (III) SOUTH ASIAN HEART CENTER; AND (IV) CHINESE HEALTH INITIATIVE.THE HEALTH LIBRARY AND RESOURCE CENTER, ESTABLISHED IN 1986, IS DEDICATED TO HELPING SENIORS, COMMUNITY MEMBERS, PATIENTS, AND THEIR FAMILIES FIND THE RESOURCES AND INFORMATION THEY NEED TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. THE CENTER IS AVAILABLE TO THE COMMUNITY 45 HOURS PER WEEK AND IS STAFFED BY A PROFESSIONAL MEDICAL LIBRARIAN. IT PROVIDES A WIDE RANGE OF FREE PROGRAMS AND SERVICES INCLUDING ELDERCARE CONSULTATION SERVICES, MEDICARE COUNSELING, SUPPORT GROUPS, ASSISTANCE COMPLETING AN ADVANCED HEALTH CARE DIRECTIVE, DIETITIAN AND PHARMACY CONSULTATIONS, AND HEALTH SCREENINGS. A FREE MEMBERSHIP PROGRAM IS ALSO OFFERED TO ANYONE WHO WANTS TO RECEIVE HOME ACCESS TO MEDICAL AND CONSUMER HEALTH JOURNALS, MEDICAL TEXTBOOKS ONLINE, FREE ARTICLES, AND LIBRARY CHECK-OUT PRIVILEGES. THE HEALTH LIBRARY AND RESOURCE CENTER SERVED 11,095 INDIVIDUALS DURING FY2023.THE ROADRUNNERS TRANSPORTATION SERVICE, ESTABLISHED IN 1976, FILLS A CRITICAL GAP IN NORTHERN SANTA CLARA COUNTY'S SENIOR SERVICES BY PROVIDING PERSONALIZED, DOOR-TO-DOOR TRANSPORTATION TO MEDICAL AND OTHER ESSENTIAL APPOINTMENTS. DURING FY2023, 7,867 RIDES WERE PROVIDED.THE SOUTH ASIAN HEART CENTER, ESTABLISHED IN JUNE 2006, IS A RESPONSE TO THE EPIDEMIC OF HEART DISEASE IN THE SOUTH ASIAN COMMUNITY. SOUTH ASIANS, OR PEOPLE WHO ORIGINATE FROM THE INDIAN SUB-CONTINENT (FROM COUNTRIES SUCH AS BANGLADESH, INDIA, NEPAL, PAKISTAN, AND SRI LANKA) FACE A FOUR-FOLD INCREASED RISK OF CORONARY ARTERY DISEASE (CAD) DESPITE BEING PREDOMINANTLY VEGETARIAN, NON-SMOKERS, AND NON-OBESE. THE CENTER SCREENS INDIVIDUAL PARTICIPANTS FOR THEIR RISK FACTORS, EDUCATES AND COUNSELS THEM ON THE IMPACT OF THOSE RISKS, AND CUSTOMIZES A PLAN TO HELP MITIGATE THESE RISKS. THE CENTER PROVIDES LIFESTYLE MANAGEMENT INCLUDING NUTRITION COUNSELING, AND ON-GOING HEART HEALTH COACHING. THE SOUTH ASIAN HEART CENTER ADDRESSES AN UNMET NEED TO MORE COMPREHENSIVELY AND AGGRESSIVELY SCREEN SOUTH ASIANS FOR THIS INCREASED RISK OF CAD AND HELP PREVENT HEART ATTACKS IN A YOUNGER POPULATION. DURING FY2023, THE CENTER SERVED 2,020 INDIVIDUALS.THE CHINESE HEALTH INITIATIVE (CHI), ESTABLISHED AT EL CAMINO HOSPITAL IN MARCH 2010, PROVIDES SCREENING AND COMMUNITY EDUCATION TO ADDRESS THE HEALTH NEEDS OF THE CHINESE COMMUNITY, AND SEEKS TO PROVIDE A CULTURALLY APPROPRIATE EXPERIENCE FOR CHINESE PATIENTS AND THEIR FAMILY/CAREGIVERS. THE CHINESE HEALTH INITIATIVE ALSO WORKS WITH CHINESE PHYSICIANS AND THE CHINESE MEDIA TO PROMOTE HEALTH LITERACY IN THE COMMUNITY. DURING FY2023, THE CHINESE HEALTH INITIATIVE SERVED 1,928 INDIVIDUALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,422,339
Program Service Revenue $8,418,792
Investment Income $476,822
Other Revenue $0
TOTAL REVENUE $10,317,953

Expense Breakdown

Grants Paid $454,441
Salaries & Benefits $3,674,543
Fundraising Expenses $0
Program Expenses $8,079,147
Other Expenses $5,278,815
TOTAL EXPENSES $9,407,799

Year-over-Year Comparison

2022 2021 Change
Revenue $10,317,953 $9,998,451 +0.0%
Expenses $9,407,799 $8,822,859 +0.1%
Net Income $910,154 $1,175,592 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
3
Independent Members
N/A
Employees
35
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$484,729
Total Directors
3
$1,175,399
Key Employees
2
$448,580
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CECILE CURRIER BOARD MEMBER / CEO 20.00
Officer Director
$412,787 $71,942 $484,729
ANDREW COPE BOARD MEMBER / PRESIDENT OF ECHF 1.00
Director
$0 $65,473 $456,191
DEANNA DUDLEY BOARD MEMBER / VP OF HR ECH 1.00
Director
$0 $3,775 $234,479
DIKSHYA ADHIKARI DIRECTOR OF OPERATIONS & CLIENT EXP 40.00
Key Emp
$193,979 $37,302 $231,281
ASHISH MATHUR EXECUTIVE DIRECTOR SAHC 40.00
Key Emp
$170,117 $47,182 $217,299
MARGOT BROWN SUPERVISOR EAP CLINICAL SERVICES 40.00
Highest
$145,757 $25,757 $171,514
PRIYA DHARAN MANAGER, BUSINESS DEVELOPMENT 40.00
Highest
$148,623 $24,588 $173,211
ANN WAGNER ACCOUNT EXECUTIVE 40.00
Highest
$122,401 $40,643 $163,044
STEPHANIE SHONLEY ACCOUNT EXECUTIVE 40.00
Highest
$127,803 $22,487 $150,290
ERIKA DESHMUKH HEALTH EDUCATION COORDINATOR SAHC 40.00
Highest
$114,880 $46,560 $161,440
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $10,317,953 $9,407,799 $18,315,720 $910,154
2022 $9,998,451 $8,822,859 $17,881,791 $1,175,592
2021 $11,122,823 $9,912,506 $18,911,914 $1,210,317
2020 $8,957,549 $8,535,847 $20,035,533 $421,702
2018 $15,126,745 $14,341,167 $16,490,464 $785,578
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