2024-02-15T17:34:19-06:00 2023-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-04-01 943215565 CALIFORNIA PRIMARY CARE ASSOCIATION CALI 9164408170 1231 I ST 400 SACRAMENTO CA 95814 SONJA SPOWART CFO 9164408170 2024-02-15 1 SONJA SPOWART 999009999 0 AMANDA H WILLIAMS P01281212 9166466464 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRANCISCO SILVA 1231 I ST 400 SACRAMENTO CA 95814 36504475 0 X WWW.CPCA.ORG X 1994 CA POSITION COMMUNITY HEALTH CLINICS TO BE KEY PLAYERS IN THE HEALTH CARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES. 31 31 66 31 0 0 9302260 30050923 4893031 6114791 0 14473 460317 324288 14655608 36504475 6633969 4235970 0 0 7918242 8209155 0 0 0 3845482 6542328 18397693 18987453 -3742085 17517022 11309164 28761973 4330236 4265570 6978928 24496403 TO LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS, AND NETWORKSTHROUGH ADVOCACY, EDUCATION AND SERVICES AS KEY PLAYERS IN THE HEALTHCARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES. 0 0 16262739 4235970 6439079 LEAD AND POSITION ITS MEMBER COMMUNITY CLINICS AND HEALTH CENTERS AND NETWORKS THROUGH ADVOCACY, EDUCATION, AND SERVICES AS KEY PLAYERS IN THE HEALTH CARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES. STRENGTHENS THE OPERATIONAL EFFICIENCY AND MARKETPLACE COMPETITIVENESS BY PROVIDING TRAINING, TECHNICAL ASSISTANCE AND EDUCATIONAL PROGRAMS FOR COMMUNITY CLINICS AND HEALTH CENTERS AND THEIR STAFFS. 13435 PROVIDES LEGISLATIVE AND ADMINISTRATIVE SUPPORT TO COMMUNITY CLINICS, HEALTH CENTERS AND CLINIC NETWORKS. 16276174 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 1 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SONJA SPOWART 9164408170 1231 I STREET SUITE 440 SACRAMENTO CA 95814 FRANCISCO SILVA PRESIDENT & CHIEF EXECUTIVE OFFICER 36.00 4.00 X 335637 0 57377 ROBERT E BEAUDRY EXECUTIVE VP & CHIEF STRATEGY OFFICER 36.00 4.00 X 297208 0 20296 MICHAEL J WITTE VP & CHIEF MEDICAL OFFICER 40.00 X 253679 0 33099 SONJA SPOWART CHIEF FINANCIAL OFFICER 36.00 4.00 X 237440 0 30291 VALERIE SHEEHAN SENIOR VP & CHIEF PROGRAM OFFICER 40.00 X 223974 0 30398 GINGER L SMITH CHIEF OPERATING OFFICER 40.00 X 220741 0 23235 DAVID ORANGE SENIOR VP OF JUSTICE, EQUITY, DIVERSIT 40.00 X 212043 0 38294 DIEDRE MCCALLIN DIRECTOR OF HEALTH INFORMATION TECHNOLOGY 40.00 X 207376 0 24196 CHRISTINA HICKS VP OF OPERATIONS & GOVERNANCE 40.00 X 144926 0 21611 CYNTHIA KELTNER VP OF HEALTH ACCESS & QUALITY 40.00 X 141802 0 40800 BRITTA GUERRERO CHAIR 4.00 2.00 X X 0 0 0 DAVID VLIET IMMEDIATE PAST CHAIR 2.00 2.00 X X 0 0 0 DAVID LONTOK TREASURER 2.00 1.00 X X 0 0 0 CHRISTY WARD VICE SPEAKER 4.00 1.00 X X 0 0 0 PAULO SOARES CHAIR-ELECT 3.00 0.50 X X 0 0 0 RAKESH PATEL SECRETARY 3.00 0.50 X X 0 0 0 ANDREA SCHWAB-GALINDO SPEAKER 3.00 0.50 X X 0 0 0 MELISSA MARSHALL MEMBER AT LARGE 3.00 0.50 X 0 0 0 ASA SATARIANO MEMBER AT LARGE 3.00 0.50 X 0 0 0 LOUISE MCCARTHY DIRECTOR 2.00 1.50 X 0 0 0 DOREEN BRADSHAW DIRECTOR 2.00 0.50 X 0 0 0 WARREN BRODINE DIRECTOR 2.00 0.50 X 0 0 0 BENJAMIN FLORES DIRECTOR 2.00 0.50 X 0 0 0 ALVARO FUENTES DIRECTOR 2.00 0.50 X 0 0 0 JANE GARCIA DIRECTOR 2.00 0.50 X 0 0 0 FRANKLIN GONZALEZ DIRECTOR 2.00 0.50 X 0 0 0 KERRY HYDASH DIRECTOR 2.00 0.50 X 0 0 0 JULIA LIOU DIRECTOR 2.00 0.50 X 0 0 0 KEVIN MATTSON DIRECTOR 2.00 0.50 X 0 0 0 DANIELLE MYERS DIRECTOR 2.00 0.50 X 0 0 0 JONATHAN PORTEUS DIRECTOR 2.00 0.50 X 0 0 0 TIM RINE DIRECTOR 2.00 0.50 X 0 0 0 CORINNE SANCHEZ DIRECTOR 2.00 0.50 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 2.00 0.50 X 0 0 0 TORY STARR DIRECTOR 2.00 0.50 X 0 0 0 PEDRO TOLEDO DIRECTOR 2.00 0.50 X 0 0 0 ADEL SYED DIRECTOR 2.00 0.50 X 0 0 0 LISA MAAS DIRECTOR 2.00 0.50 X 0 0 0 YAMILET VALLADOLID DIRECTOR 2.00 0.50 X 0 0 0 ANTHONY WHITE DIRECTOR 2.00 0.50 X 0 0 0 RICHARD VELOZ DIRECTOR 1.00 0.50 X 0 0 0 2274826 0 319597 13 0 1 0 AZARA HEALTHCARE LLC 70 BLANCHARD RD SUITE 100 BURLINGTON MA 18030 SERVICE PROVIDED TO MEMBER, CPCA PAYS CO 583348 PRICEWATERHOUSECOOPERS LLP PO BOX 952282 DALLAS TX 75395 CONSULTING - GRANT WORK - CONSUMER SURVE 475000 GATE TECHNOLOGIES 455 CAPITOL MALL SUITE 800 SACRAMENTO CA 95814 INFORMATION SYSTEMS 269801 MMAPEU MANAGEMENT CONSULTING 607 ASHBURY AVE EL CERRITO CA 94530 CONSULTING - LEP WORK 191237 WE IN THE WORLD 252 DANIEL WEBSTER HIGHWAY 1017 NASHUA NH 30600 CONSULTING - LEP WORK 186995 5 1000000 6702251 22348672 30050923 MEMBERSHIP DUES 900099 2575287 2575287 TRAINING & WORKSHOPS 900099 1252984 1252984 CONFERENCES 900099 1160458 1160458 CLINIC OPERATION SUPPORT 900099 1126062 1126062 6114791 14473 14473 PAYROLL REIMBURSEMENT - RELATED O 900099 276809 276809 OTHER - RELATED 900099 47479 47479 324288 36504475 6439079 0 14473 X 4235970 4235970 1406081 1141536 264545 5242255 4259951 982304 298112 240197 57915 812943 656559 156384 449764 362445 87319 184310 148955 35355 35424 28629 6795 2078223 1752188 326035 89515 74080 15435 514978 413962 101016 290144 234488 55656 412447 346294 66153 161088 129815 31273 1201751 972060 229691 216805 186648 30157 9632 7761 1871 DUES, PUBS, AND SUBSCR. 1348011 1084636 263375 18987453 16276174 2711279 0 3585780 6282147 1441770 1231177 795053 15671953 371320 423414 360150 467733 6953197 3374796 3713511 3578401 700726 926179 340854 180969 11309164 28761973 1011294 1007342 373979 384350 2922172 2738535 22791 135343 4330236 4265570 X 6226890 5864976 752038 18631427 6978928 24496403 11309164 28761973 17517022 453 0 X X 0 1 X 1 1 1 X 5967450 6743003 13164620 9302260 30050923 65228256 5967450 6743003 13164620 9302260 30050923 65228256 25938297 39289959 17237 4066 1127 14926 37356 149277 120923 127091 460317 324288 1181896 66447508 26880700 0.59130 0.78510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 800000 800000 18187453 18987453 1000000 250000 0 0 804034 727429 1000000 1000000 3531463 5297195 385103 305509 800000 1490612 201009 181857 250000 250000 882866 1324299 PART II-A LINE 1B PAID STAFF OR CONSULTANTS TO CONTACT LEGISLATORS OR GOVERNMENT OFFICIALS ON HEALTH RELATED ISSUES. GRANTED FUNDS TO AFFILIATE CALIFORNIAHEALTH PLUS ADVOCATES WHO ADVOCATES ON BEHALF OF CALIFORNIA COMMUNITY HEALTH CENTERS (CHCS) AND IS DEDICATED TO ADVANCING THE MISSION OF CHCS THROUGH STATE AND FEDERAL ADVOCACY. 6476678 2978459 3498219 476519 396337 80182 3578401 DUE TO CPCA VENTURES AND CALIFORNIAHEALTH PLUS ADVOCATES 135343 135343 X PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. 1 ALAMEDA HEALTH CONSORTIUM 101 CALLAN AVENUE SUITE 300 SAN LEANDRO CA 94577 510189590 501(C)(3) 137000 0 INTEGRATED HEALTHCARE ASSOCIATION CA CONSORTIUM FOR URBAN INDIAN HEALTH 1016 LINCOLN BLVD SUITE 111 SAN FRANCISCO CA 94129 204878959 501(C)(3) 195500 0 REGIONAL CARE ASSOCIATION SUPPORT CA RURAL INDIAN HEALTH BOARD 1020 SUNDOWN WAY ROSEVILLE CA 95661 237052541 501(C)(3) 135000 0 POLICY AND ADVOCACY CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND 1201 K STREET SACRAMENTO CA 95814 680358026 501(C)(3) 120000 0 POLICY AND ADVOCACY CCALAC 445 S FIGUEROA STREETSUITE 2100 LOS ANGELES CA 90071 954576023 501(C)(3) 317825 0 REGIONAL CARE ASSOCIATION SUPPORT CENTRAL VALLEY HEALTH NETWORK 1451 RIVER PARK DRIVESUITE 216 SACRAMENTO CA 95815 680429643 501(C)(3) 308746 0 POLICY AND ADVOCACY COALITION OF ORANGE COUNTY COMMUNITY CLINICS 515 N CABRILLO PARK DRIVE SANTA ANA CA 92707 952900725 501(C)(3) 232363 0 REGIONAL CARE ASSOCIATION SUPPORT COMMUNITY CLINIC CONSORTIUM 3720 BARRETT AVENUE RICHMOND CA 94804 200782029 501(C)(3) 44691 0 REGIONAL CARE ASSOCIATION SUPPORT COMMUNITY HEALTH ASSOCIATION INLAND SOUTHERN REGION 621 E CARNEGIE DRIVE SUITE 180 SAN BERNARDINO CA 92408 300666184 501(C)(3) 258047 0 REGIONAL CARE ASSOCIATION SUPPORT COMMUNITY HEALTH CENTER NETWORK 1320 HARBOR BAY PARKWAY ALAMEDA CA 94502 943253662 501(C)(3) 61380 0 REGIONAL CARE ASSOCIATION SUPPORT COMMUNITY HEALTH PARTNERSHIP INC 1401 PARKMOOR AVE SUITE 200 SAN JOSE CA 95126 841388331 501(C)(3) 276555 0 REGIONAL CARE ASSOCIATION SUPPORT ESSENTIAL ACCESS HEALTH 3600 WILSHIRE BLVD 600 LOS ANGELES CA 90010 957110200 501(C)(3) 170461 0 POLICY AND ADVOCACY HEALTH ALLIANCE OF NORTHERN CALIFORNIA 2280 BENTON DRIVE BLDG C SUITE C REDDING CA 96003 311580642 501(C)(3) 185934 0 REGIONAL CARE ASSOCIATION SUPPORT HEALTH CENTER PARTNERS OF SOUTHERN CALIFORNIA 3710 RUFFIN ROAD SAN DIEGO CA 92123 953008850 501(C)(3) 304959 0 POLICY AND ADVOCACY NORTH COAST CLINICS NETWORK 1036 5TH STREET SUITE C EUREKA CA 95501 680348781 501(C)(3) 165110 0 POLICY AND ADVOCACY REDWOOD COMMUNITY HEALTH COALITION 1310 REDWOOD WAYSUITE 135 PETALUMA CA 94954 943220029 501(C)(3) 303399 0 POLICY AND ADVOCACY SAN FRANCISCO-COMMUNITY CLINIC CONSORTIUM 2720 TAYLOR STREET 430 SAN FRANSISCO CA 94133 942897258 501(C)(3) 194000 0 POLICY AND ADVOCACY SOUTHSIDE COALITION OF COMMUNITY HEALTH CENTERS 1400 S GRAND AVE 711 LOS ANGELES CA 90015 208892311 501(C)(3) 125000 0 POLICY AND ADVOCACY CALIFORNIAHEALTH PLUS ADVOCATES 1231 I ST SUITE 400 SACRAMENTO CA 95814 811326638 501(C)(4) 700000 0 POLICY AND ADVOCACY 18 1 PART I, LINE 2: ALL GRANTS REQUIRE WRITTEN REPORTS X X X X 0 0 0 0 0 0 0 0 0 FRANCISCO SILVA PRESIDENT & CHIEF EXECUTIVE OFFICER 329425 0 0 0 6212 0 36972 0 20405 0 393014 0 0 0 ROBERT E BEAUDRY EXECUTIVE VP & CHIEF STRATEGY OFFICE 271033 0 25000 0 1175 0 11656 0 8640 0 317504 0 0 0 MICHAEL J WITTE VP & CHIEF MEDICAL OFFICER 251979 0 0 0 1700 0 13265 0 19834 0 286778 0 0 0 SONJA SPOWART CHIEF FINANCIAL OFFICER 235450 0 0 0 1990 0 12652 0 17639 0 267731 0 0 0 VALERIE SHEEHAN SENIOR VP & CHIEF PROGRAM OFFICER 222424 0 0 0 1550 0 12411 0 17987 0 254372 0 0 0 GINGER L SMITH CHIEF OPERATING OFFICER 218991 0 0 0 1750 0 11627 0 11608 0 243976 0 0 0 DAVID ORANGE SENIOR VP OF JUSTICE, EQUITY, DIVERS 210293 0 0 0 1750 0 11196 0 27098 0 250337 0 0 0 DIEDRE MCCALLIN DIRECTOR OF HEALTH INFORMATION TECHN 205726 0 0 0 1650 0 7151 0 17045 0 231572 0 0 0 CHRISTINA HICKS VP OF OPERATIONS & GOVERNANCE 143176 0 0 0 1750 0 7802 0 13809 0 166537 0 0 0 CYNTHIA KELTNER VP OF HEALTH ACCESS & QUALITY 140052 0 0 0 1750 0 8156 0 32644 0 182602 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WITH THE RIGHT TO ELECT BOARD MEMBERS AND THE RIGHT TO APPROVE CERTAIN SIGNIFICANT DECISIONS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A ALL COMMUNITY HEALTH CLINIC MEMBERS HAVE 3-4 VOTES DEPENDING ON THE NUMBER OF USERS AND COMMUNITY HEALTH CENTER CONSORTIA AND ASSOCIATIONS HAVE 1 VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE ELECTION OF DIRECTORS, THE REMOVAL OF A DIRECTOR, APPROVAL OF ANY AMMENDMENT OF THE ARTICLES OF INCORPORATION, AND APPROVAL OF SUCH MATTERS THAT ARE REQUIRED BY LAW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE COMPLETED ANNUALLY AND COPIES WILL BE PROVIDED TO THE ENTIRE GOVERNING BOARD AS WELL AS THE PRESIDENT/CEO OF THE ORGANIZATION. AT THAT TIME THE PRESIDENT/CEO WILL REVIEW THE FORM 990 WITH THE CHIEF FINANCIAL OFFICER. ANY NECESSARY CHANGES WILL THEN BE UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE THE PRESIDENT/CEO IS IN AGREEMENT WITH THE FISCAL OFFICER ON THE FINISHED FORM 990, IT WILL BE SIGNED BY THE PRESIDENT/CEO, DATED AND SUBMITTED BY THE FILING DEADLINE. A COPY OF THE APPROVED FORM 990 WILL BE PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR AFTER ELECTIONS, DIRECTORS OF THE BOARD AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM. IT IS THE DUTY OF THE PRESIDENT TO DETERMINE A CONFLICT OF INTEREST FOR KEY EMPLOYEES. IT IS THE DUTY OF THE BOARD TO DETERMINE A CONFLICT OF INTEREST FOR A DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD APPROVAL OF THE COMPENSATION PACKAGE OF THE PRESIDENT/CEO AND THE CHIEF FINANCIAL OFFICER WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS THE MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THE CORPORATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. A SALARY COMPENSATION STUDY WAS COMPLETED FOR ALL POSITIONS. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,752,188. MANAGEMENT AND GENERAL EXPENSES 326,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,078,223. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CPCA VENTURES 1231 I STREET STE 400 SACRAMENTO CA 95814 943345480 PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES CA 501(C)(3) LINE 12A, I CALIFORNIA PRIMARY CARE ASSOCIATION 0 CALIFORNIAHEALTH PLUS ADVOCATES 1231 I STREET STE 400 SACRAMENTO CA 95814 811326638 ADVOCATE FOR POLICIES THAT PRESERVE AND ENHANCE THE ABILITY OF COMMUNITY CA 501(C)(4) CALIFORNIA PRIMARY CARE ASSOCIATION 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CALIFORNIAHEALTH PLUS ADVOCATES B 700000 FMV PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: CPCA VENTURES PRIMARY ACTIVITY: PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION. NAME OF RELATED ORGANIZATION: CALIFORNIAHEALTH PLUS ADVOCATES PRIMARY ACTIVITY: ADVOCATE FOR POLICIES THAT PRESERVE AND ENHANCE THE ABILITY OF COMMUNITY CLINICS AND HEALTH CENTERS IN CALIFORNIA TO DELIVER HIGH-QUALITY CLINICAL CARE TO CALIFORNIA'S UNDERSERVED AND DISENFRANCHISED HEALTH CARE CONSUMERS.