2023-02-15T18:12:55-06:00 2022-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2021-04-01 943345480 CPCA VENTURES CPCA 9164408170 1231 I STREET 400 SACRAMENTO CA 95814 SONJA SPOWART CFO 9164408170 2023-02-15 1 SONJA SPOWART 999009999 AMANDA H WILLIAMS P01281212 9166466464 2023-02-15 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z FRANCISCO SILVA 1231 I STREET 400 SACRAMENTO CA 95814 340277 0 X N/A X 1999 CA TO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION. 29 29 0 30 0 0 1925513 0 164783 322852 704 705 0 16720 2091000 340277 240000 120000 0 0 136411 0 0 0 0 413752 390786 790163 510786 1300837 -170509 17700766 22661387 5873569 11004699 11827197 11656688 X TO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION. 0 0 510786 120000 322852 TO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. 16720 CURRENT YEAR CHANGE IN LOAN LOSS RESERVE ASSOCIATED WITH PROVIDING CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING. LENDING PROGRAM AT BELOW-MARKET INTEREST RATES TO BENEFIT CALIFORNIA-BASED COMMUNITY HEALTH CENTERS. CPCA VENTURES LAUNCHED A COVID RESPONSE LOAN FUND IN PARTNERSHIP TO HELP PANDEMIC IMPACTED CHCS WITH CAPITAL AND OPERATING COSTS. 510786 1 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SONJA SPOWART 9164408170 1231 I STREET SUITE 400 SACRAMENTO CA 95814 CARMELA CASTELLANO-GARCIA FORMER PRESIDENT & CEO (THROUGH 8/31/21) 2.00 38.00 X 0 393814 60987 ROBERT E BEAUDRY EXECUTIVE CE 2.00 38.00 X 0 375545 58079 VALERIE SHEEHAN SR VP/CHIEF PROGRAM OFFICER 2.00 38.00 X 0 236405 36526 SONJA SPOWART CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 230588 35625 FRANCISCO J SILVA AS OF 32822 PRESIDENT & CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 0 0 BRITTA GUERRERO CHAIR 1.00 5.00 X X 0 0 0 DAVID VLIET IMMEDIATE PAST CHAIR 1.00 3.00 X X 0 0 0 DAVID LONTOK TREASURER 1.00 2.00 X X 0 0 0 CHRISTY WARD VICE SPEAKER 1.00 4.00 X X 0 0 0 PAULO SOARES CHAIR-ELECT 0.50 3.00 X X 0 0 0 RAKESH PATEL SECRETARY 0.50 3.00 X X 0 0 0 ANDREA SCHWAB-GALINDO SPEAKER 0.50 3.00 X X 0 0 0 LURESHA RENTERIA MEMBER AT LARGE 0.50 3.00 X 0 0 0 MELISSA MARSHALL MEMBER AT LARGE 0.50 3.00 X 0 0 0 ASA SATARIANO MEMBER AT LARGE 0.50 3.00 X 0 0 0 LOUISE MCCARTHY DIRECTOR 0.50 3.00 X 0 0 0 DOREEN BRADSHAW DIRECTOR 0.50 2.00 X 0 0 0 WARREN BRODINE DIRECTOR 0.50 2.00 X 0 0 0 BENJAMIN FLORES DIRECTOR 0.50 2.00 X 0 0 0 NAOMI FUCHS DIRECTOR 0.50 2.00 X 0 0 0 ALVARO FUENTES DIRECTOR 0.50 2.00 X 0 0 0 JANE GARCIA DIRECTOR 0.50 2.00 X 0 0 0 FRANKLIN GONZALEZ DIRECTOR 0.50 2.00 X 0 0 0 KERRY HYDASH DIRECTOR 0.50 2.00 X 0 0 0 JULIA LIOU DIRECTOR 0.50 2.00 X 0 0 0 KEVIN MATTSON DIRECTOR 0.50 2.00 X 0 0 0 ANITHA MULLANGI DIRECTOR 0.50 2.00 X 0 0 0 DANIELLE MYERS DIRECTOR 0.50 2.00 X 0 0 0 JONATHAN PORTEUS DIRECTOR 0.50 2.00 X 0 0 0 TIM RINE DIRECTOR 0.50 2.00 X 0 0 0 CORINNE SANCHEZ DIRECTOR 0.50 2.00 X 0 0 0 RALPH SLBER DIRECTOR 0.50 2.00 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 0.50 2.00 X 0 0 0 RICHARD VELOZ DIRECTOR 0.50 1.00 X 0 0 0 0 1236352 191217 0 0 1 0 CAPITAL IMPACT PARTNERS 1400 CRYSTAL DRIVE SUITE 500 ARLINGTON VA 22202 LOAN SERVICING SERVICES 108115 1 INTEREST ON LOANS 900099 322852 322852 322852 705 705 LOAN LOSS RESERVE CHAN 900099 16720 16720 16720 340277 339572 0 705 X 120000 120000 5205 5205 129212 129212 5378 5378 2612 2612 142256 142256 179 179 CPCA PAYROLL REIMBURSEM 105909 105909 BAD DEBTS 35 35 510786 510786 0 0 4447235 5266273 704651 705356 12548880 16689758 17700766 22661387 4000 5650000 10663845 219569 340854 5873569 11004699 X 10488648 10657789 1338549 998899 11827197 11656688 17700766 22661387 -170509 0 X X 0 1 X 1 0 X X 1 CALIFORNIA PRIMARY CARE ASSOCIATION 943215565 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE TO CPCA 340854 340854 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 2018. 1 SANTA ROSA COMMUNITY HEALTH CENTERS 3569 ROUND BARN CIRCLE SANTA ROSA CA 95403 680365296 501(C)(3) 30000 0 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS YEHOWA MEDICAL SERVICES 24404 VERMONT AVENUE STE 201 HARBOR CITY CA 90710 274383137 501(C)(3) 30000 0 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS CLINICAS DE SALUD DEL PUEBLO INC 852 DANENBERG DRIVE EL CENTRO CA 92243 952657324 501(C)(3) 30000 0 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS LIFELONG MEDICAL CARE PO BOX 11247 BERKELEY CA 94712 942502308 501(C)(3) 30000 0 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS 4 4 X X X X 0 0 0 0 0 0 0 0 0 CARMELA CASTELLANO-GARCIA FORMER PRESIDENT & CEO (THROUGH 8/31 0 393714 0 0 0 100 0 19686 0 41301 0 454801 0 0 ROBERT E BEAUDRY EXECUTIVE CE 0 374945 0 0 0 600 0 18747 0 39332 0 433624 0 0 VALERIE SHEEHAN SR VP/CHIEF PROGRAM OFFICER 0 235805 0 0 0 600 0 11790 0 24736 0 272931 0 0 SONJA SPOWART CHIEF FINANCIAL OFFICER 0 229988 0 0 0 600 0 11499 0 24126 0 266213 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, CA PRIMARY CARE ASSOCIATION (CPCA), TO ESTABLISH THE FILING ORGANIZATION'S COMPENSATION OF THE TOP MANAGEMENT OFFICIALS. CPCA USED FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. 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 DIRECTOR OF FINANCE & OPERATIONS. ANY NECESSARY CHANGES WILL THEN BE UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE AND 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 TO ALL OF THE DIRECTORS BEFORE THE RETURN IS FILED. 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 C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC, HOWEVER THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE BOARD IN AN OPEN MEETING. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 129,212. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,212. PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. CALIFORNIA PRIMARY CARE ASSOCIATION 1231 I STREET STE 400 SACRAMENTO CA 95814 943215565 LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS AND NETWORKS CA 501(C)(3) LINE 7 N/A 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 94-3215565 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: CALIFORNIA PRIMARY CARE ASSOCIATION PRIMARY ACTIVITY: LEAD AND POSITION COMMUNITY CLINICS, 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. 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.