2022-02-15T17:03:04-06:00 2021-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2020-04-01 943345480 CPCA VENTURES CPCA 9164408170 1231 I STREET NO 400 SACRAMENTO CA 95814 SONJA SPOWART CFO 9164408170 2022-02-15 1 SONJA SPOWART 999009999 AMANDA H WILLIAMS P01281212 9166466464 2022-02-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT BEAUDRY 1231 I STREET NO 400 SACRAMENTO CA 95814 2091000 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. 31 30 0 30 0 0 0 1925513 168438 164783 2829 704 0 0 171267 2091000 0 240000 0 0 142048 136411 0 0 0 21583 413752 163631 790163 7636 1300837 10593357 17700766 66997 5873569 10526360 11827197 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 693559 240000 164783 TO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. 96604 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. 790163 1 1 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 31 30 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 & CHIEF EXECUTIVE OFFICER 2.00 38.00 X X 22794 431525 63868 ROBERT E BEAUDRY EXECUTIVE VP & CSO 2.00 38.00 X 13509 257174 38126 VALERIE SHEEHAN SR VP/CHIEF PROGRAM OFFICER 2.00 38.00 X 11312 213591 31656 SONJA SPOWART CHIEF FINANCIAL OFFICER 1.00 40.00 X 8041 201860 29477 DAVID ORANGE VP OF HUMAN & ORGANIZATIONAL DEVELOPMENT 2.00 38.00 X 8018 185197 27195 DAVID VILET CHAIR 1.00 5.00 X X 0 0 0 LOUISE MCCARTHY PAST CHAIR 1.00 3.00 X X 0 0 0 PAULO SOARES SECRETARY 1.00 4.00 X X 0 0 0 KEVIN MATTSON VICE SPEAKER 0.50 3.00 X X 0 0 0 BRITTA GUERRERO CHAIR-ELECT 1.00 2.00 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 DEBRA FARMER 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 1.00 X 0 0 0 JANE GARCIA DIRECTOR 0.50 2.00 X 0 0 0 KERRY HYDASH DIRECTOR 0.50 3.00 X 0 0 0 DAVID LONTOK DIRECTOR 0.50 2.00 X 0 0 0 MELISSA MARSHALL DIRECTOR 0.50 2.00 X 0 0 0 SCOTT MCFARLAND DIRECTOR 0.50 2.00 X 0 0 0 OMAR G MORENO 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 ASA SATARIANO DIRECTOR 0.50 2.00 X 0 0 0 ANDREA SCHWAB-GALINDO DIRECTOR 0.50 2.00 X 0 0 0 RALPH SILBER DIRECTOR 0.50 2.00 X 0 0 0 RICHARD VELOZ DIRECTOR 0.50 2.00 X 0 0 0 CHRISTY WARD DIRECTOR 0.50 2.00 X 0 0 0 BENJAMIN FLORES MEMBER AT LARGE 0.50 3.00 X 0 0 0 SHERRY HIROTA MEMBER AT LARGE 0.50 3.00 X 0 0 0 LUCRESHA RENTERIA MEMBER AT LARGE 0.50 3.00 X 0 0 0 RAKESH PATEL SPEAKER 0.50 3.00 X 0 0 0 GRACIELA SOTO-PEREZ TREASURER 0.50 3.00 X 0 0 0 63674 1289347 190322 0 0 1 0 BUCHALTER 1000 WILSHIRE BLVD SUITE 1500 LOS ANGELES CA 90017 LEGAL SERVICES 116867 1 1925513 1925513 INTEREST ON LOANS 900099 164783 164783 164783 704 704 2091000 164783 0 704 X 240000 240000 55109 55109 65115 65115 3023 3023 5950 5950 7214 7214 205000 205000 1791 1791 91050 91050 8322 8322 3752 3752 7008 7008 225 225 BAD DEBTS 96604 96604 790163 790163 0 0 2829814 4447235 703947 704651 7059596 12548880 10593357 17700766 4000 5650000 66997 219569 66997 5873569 X 10526360 10488648 1338549 10526360 11827197 10593357 17700766 1300837 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO CPCA 219569 219569 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 2017. 1 HERALD CHRISTIAN 8841 GARVEY AVENUE ROSEMEAD CA 91770 203492620 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. QUEENSCARE 950 SOUTH GRAND AVE 2ND FLOOR SOUTH SOUTH LOS ANGELES CA 90015 951644040 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. OPERATION SAMAHAN 1428 HIGHLAND AVENUE NATIONAL CITY CA 91950 953008798 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. SOUTH CENTRAL FAMILY 1111 EAST VERNON AVENUE LOS ANGELES CA 90011 953877793 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. ST JOHNS 808 W 58TH STREET LOS ANGELES CA 90037 954067758 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. TRI-STATE COMMUNITY 4141 1/2 VERDUGO ROAD LOS ANGELES CA 90065 452996531 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. UNIVERSAL COMMUNITY 2801 SOUTH SAN PEDRO STREET LOS ANGELES CA 90011 270600887 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. WEST OAKLAND HEALTH 700 ADELINE STREET OAKLAND CA 94607 941667294 501(C)(3) 30000 PROVIDE FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. 8 0 X X X X 0 0 0 0 0 0 0 0 0 CARMELA CASTELLANO-GARCIA FORMER PRESIDENT & CHIEF EXECUTIVE O 22794 431335 0 0 0 190 1140 21356 2077 39295 26011 492176 0 0 ROBERT E BEAUDRY EXECUTIVE VP & CSO 13509 256699 0 0 0 475 675 12835 1231 23385 15415 293394 0 0 VALERIE SHEEHAN SR VP/CHIEF PROGRAM OFFICER 11312 213041 0 0 0 550 566 10652 1030 19408 12908 243651 0 0 SONJA SPOWART CHIEF FINANCIAL OFFICER 8041 201310 0 0 0 550 402 10003 733 18339 9176 230202 0 0 DAVID ORANGE VP OF HUMAN & ORGANIZATIONAL DEVELOP 8018 184722 0 0 0 475 401 9236 730 16828 9149 211261 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 91,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,050. 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.