2021-02-16T12:55:16-06:00 2020-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2019-04-01 943215565 CALIFORNIA PRIMARY CARE ASSOCIATION CALI 9164408170 1231 I ST NO 400 SACRAMENTO CA 95814 CARMELA CASTELLANO-GARCIA PRESIDENT & CEO 9164408170 2021-02-12 1 KEITH R GLEN P01317613 9166466464 2021-02-12 2019 2022-09-23 18:48:47Z CARMELA CASTELLANO-GARCIA 1231 I ST NO 400 SACRAMENTO CA 95814 12555841 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. 38 38 53 30 0 0 5967450 6743003 5682665 5687849 17237 4066 149277 120923 11816629 12555841 300000 702500 0 0 5295661 6051282 0 0 0 6270618 6326896 11866279 13080678 -49650 -524837 9554666 9500567 4594512 5038037 4960154 4462530 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 10749187 5808772 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. 318405 702500 PROVIDES LEGISLATIVE AND ADMINISTRATIVE SUPPORT TO COMMUNITY CLINICS, HEALTH CENTERS AND CLINIC NETWORKS. 11067592 1 1 0 1 0 0 0 0 0 0 1 1 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 1 0 1 20 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 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 DAVID VILET CHAIR/VICE SPEAKER 4.00 1.00 X X 0 0 0 KERRY HYDASH PAST CHAIR 2.00 2.00 X X 0 0 0 SCOTT MCFARLAND PAST CHAIR 2.00 1.00 X 0 0 0 LOUISE MCCARTHY CHAIR 4.00 2.00 X X 0 0 0 DEBRA FARMER SECRETARY 2.00 0.50 X X 0 0 0 KEVIN MATTSON TREASURER 3.00 0.50 X X 0 0 0 PAULO SOARES SPEAKER 3.00 0.50 X X 0 0 0 DANIELLE MYERS MEMBER AT LARGE 3.00 0.50 X 0 0 0 BRITTA GUERRERO MEMBER AT LARGE 3.00 0.50 X 0 0 0 ISABEL BECERRA MEMBER AT LARGE 3.00 0.50 X 0 0 0 DOREEN BRADSHAW DIRECTOR 2.00 0.50 X 0 0 0 BEN FLORES DIRECTOR 2.00 0.50 X 0 0 0 CATHY FREY DIRECTOR 2.00 0.50 X 0 0 0 NAOMI FUCHS DIRECTOR 2.00 1.50 X 0 0 0 JANE GARCIA DIRECTOR 1.00 0.50 X 0 0 0 NIK GUPTA DIRECTOR 2.00 0.50 X 0 0 0 SHERRY HIROTA DIRECTOR 2.00 0.50 X 0 0 0 DEBORAH LERNER DIRECTOR 2.00 0.50 X 0 0 0 MARTY LYNCH DIRECTOR 2.00 0.50 X 0 0 0 ANITHA MULLANGI DIRECTOR 2.00 0.50 X 0 0 0 CHRISTINE NOGUERA DIRECTOR 2.00 0.50 X 0 0 0 RAKESH PATEL DIRECTOR 2.00 0.50 X 0 0 0 TIM RINE DIRECTOR 2.00 0.50 X 0 0 0 RALPH SILBER DIRECTOR 2.00 0.50 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 2.00 0.50 X 0 0 0 MARY SZECSEY DIRECTOR 2.00 0.50 X 0 0 0 HENRY TUTTLE DIRECTOR 2.00 0.50 X 0 0 0 RICHARD VELOZ DIRECTOR 2.00 0.50 X 0 0 0 CHRISTY WARD DIRECTOR 2.00 0.50 X 0 0 0 PAULA ZANDI DIRECTOR 2.00 0.50 X 0 0 0 ALVARO FUENTES DIRECTOR 2.00 X 0 0 0 DAVID LONTOK DIRECTOR 2.00 X 0 0 0 MELISSA MARSHALL DIRECTOR 2.00 X 0 0 0 OMAR MORENO DIRECTOR 2.00 X 0 0 0 JONATHAN PORTEUS DIRECTOR 2.00 X 0 0 0 LUCRESHA RENTERIA DIRECTOR 2.00 X 0 0 0 ASA SATARIANO DIRECTOR 2.00 X 0 0 0 ANDREA SCHWAB-GALINDO DIRECTOR 2.00 X 0 0 0 CARMELA CASTELLANO-GARCIA PRESIDENT/CEO 36.00 4.00 X 304801 33867 34785 SANDRA S BIRKMAN VP OF FINANCE 40.00 X 161851 0 26136 ROBERT E BEAUDRY SR. VP/CHIEF OPERATING OFFICER 38.00 2.00 X 229210 12064 30601 ANDREA E PATTERSON VP GOVERNMENT AFFAIRS 32.80 7.20 X 110178 24185 11249 GINGER L SMITH VP HEALTH CENTER OPERATIONS 40.00 X 159437 0 14387 MICHAEL J WITTE CHIEF MEDICAL OFFICER 40.00 X 190853 0 21509 VALERIE SHEEHAN SR VP/CHIEF PROGRAM OFFICER 38.00 2.00 X 138109 7269 21282 DAVID ORANGE VP 38.00 2.00 X 147922 7785 30972 1442361 85170 190921 8 0 1 0 GATE TECHNOLOGIES 455 CAPITOL MALL SUITE 800 SACRAMENTO CA 95814 INFORMATION SYSTEMS 178610 1 3275264 3467739 6743003 MEMBERSHIP DUES 900099 2343749 2343749 CLINIC OPERATION SUPPORT 900099 1527398 1527398 TRAINING & WORKSHOPS 900099 1215492 1215492 CONFERENCES 900099 601210 601210 5687849 4066 4066 OTHER - RELATED 900099 120923 120923 120923 12555841 5808772 0 4066 X 702500 702500 919350 767234 152116 4080414 3405437 674977 201990 168496 33494 528761 440445 88316 320767 267577 53190 14436 12170 2266 38319 32304 6015 2042056 1730385 311671 224357 194286 30071 183960 153995 29965 202110 172868 29242 391515 326182 65333 293520 242950 50570 1891127 1551391 339736 230048 195540 34508 13095 10924 2171 DUES, PUBS, AND SUBSCR. 690175 612034 78141 BOD EXPENSE 91002 74622 16380 TAXES 14924 14924 BAD DEBTS 6252 6252 13080678 11067592 2013086 0 676340 1316223 2202345 1325606 810904 1045308 516710 650610 193933 126348 7212095 3052703 4389440 4159392 702290 810083 62704 66997 9554666 9500567 788052 1472121 304495 78075 3501965 3266451 0 221390 4594512 5038037 X 3402287 2750328 1557867 1712202 4960154 4462530 9554666 9500567 -524837 27213 0 X X 0 1 X 1 1 1 X 7028202 5416254 5379789 5967450 6743003 30534698 7028202 5416254 5379789 5967450 6743003 30534698 6767575 23767123 3719 3141 4850 17237 4066 33013 206371 117979 106897 149277 120923 701447 31269158 23985085 0.76010 0.77590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 385103 385103 12695575 13080678 804034 201009 0 0 656407 697805 743314 804034 2901560 4352340 354757 313054 361056 385103 1413970 164102 174451 185829 201009 725391 1088087 PART II-A LINE 1B PAID STAFF OR CONSULTANTS TO CONTACT LEGISLATORS OR GOVERNMENT OFFICIALS ON HEALTH RELATED ISSUES. 6476678 2337680 4138998 735417 715023 20394 4159392 LONG-TERM CERTIFICATES OF DEPOSIT 810083 F 810083 DUE TO CPCA VENTURES AND CA HEALTH + ADVOCATES 221390 221390 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 2016. 1 CALIFORNIAHEALTH PLUS ADVOCATES 1231 I STREET SUITE 400 SACRAMENTO CA 95814 811326638 501(C)(4) 300000 ADVOCATE ON BEHALF OF 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, AS DEFINED BY THE GRANTOR'S AND GRANTEE'S PUBLIC POLICY PLATFORM AND LEGISLATIVE AGENDA. COMMUNITY CLINIC ASSOCIATION OF LA COUNTY 445 SOUTH FIGUEROA STREET SUITE 2100 LOS ANGELES CA 90071 954576023 501(C)(3) 80500 COVID-19 CARE AND TESTING COMMUNITY HEALTH ASSN INLAND SOUTHERN REG 621 E CARNEIGE DR SUITE 180 SAN BERNARDINO CA 92408 300666184 501(C)(3) 50000 COVID-19 CARE AND TESTING COALITION OF ORANGE CO COMMUNITY CLINICS 515 CABRILLO PARK DRIVE SUITE 225 SANTA ANA CA 92701 952900725 501(C)(3) 50000 COVID-19 CARE AND TESTING ESSENTIAL ACCESS HEALTH 3600 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 952564024 501(C)(3) 20000 COVID-19 CARE AND TESTING NORTH COAST CLINICS NETWORK 1036 5TH STREET SUITE C EUREKA CA 95501 680348781 501(C)(3) 26000 COVID-19 CARE AND TESTING HEALTH ALLIANCE OF NORTHERN CALIFORNIA 2280 BENTON DRIVE BUILDING C SUITE C REDDING CA 96003 311580642 501(C)(3) 26000 COVID-19 CARE AND TESTING COMMUNITY CLINIC CONSORTIUM 3720 BARRETT AVE RICHMOND CA 94805 200782029 501(C)(3) 50000 COVID-19 CARE AND TESTING SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM 2720 TAYLOR STREET SUITE 430 SAN FRANCISCO CA 94133 942897258 501(C)(3) 50000 COVID-19 CARE AND TESTING REDWOOD COMMUNITY HEALTH COALIITION 1310 REDWOOD WAY SUITE 135 PETALUMA CA 94954 943220029 501(C)(3) 50000 COVID-19 CARE AND TESTING 9 1 PART I, LINE 2: ALL GRANTS REQUIRE WRITTEN REPORTS X X X X 0 0 0 0 0 0 0 0 0 CARMELA CASTELLANO-GARCIA PRESIDENT/CEO 304801 33867 0 0 0 0 15240 1693 16067 1785 336108 37345 0 0 SANDRA S BIRKMAN VP OF FINANCE 161851 0 0 0 0 0 8093 0 18043 0 187987 0 0 0 ROBERT E BEAUDRY SR. VP/CHIEF OPERATING OFFICER 229210 12064 0 0 0 0 11460 603 17611 927 258281 13594 0 0 GINGER L SMITH VP HEALTH CENTER OPERATIONS 159437 0 0 0 0 0 7972 0 6415 0 173824 0 0 0 MICHAEL J WITTE CHIEF MEDICAL OFFICER 190853 0 0 0 0 0 9543 0 11966 0 212362 0 0 0 VALERIE SHEEHAN SR VP/CHIEF PROGRAM OFFICER 138109 7269 0 0 0 0 6905 363 13313 701 158327 8333 0 0 DAVID ORANGE VP 147922 7785 0 0 0 0 7396 389 22028 1159 177346 9333 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 2018. A SALARY COMPENSATION STUDY WAS COMPLETED FOR ALL POSITIONS. THIS PROCESS WAS LAST UNDERTAKEN IN 2019. 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 1,730,385. MANAGEMENT AND GENERAL EXPENSES 311,671. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,042,056. FORM 990 PART XII LINE 2C 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 300000 CASH CALIFORNIAHEALTH PLUS ADVOCATES Q 437156 COST REIMBURSEMENT 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.