2019-01-10T12:41:17-06:00 2018-03-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2017-04-01 943345480 CPCA VENTURES CPCA 9164408170 1231 I STREET NO 400 SACRAMENTO CA 95814 CARMELA CASTELLANO-GARCIA PRESIDENT & CEO 9164408170 2018-12-21 1 JOHN F BRICHER P00742760 9166466464 2018-12-21 207.231.71.251 2018-12-21 14:46:52 PS P DBC2BA7079C8270B08E6BF83144B5B3B7670CEB0 46AEEF080AFDF569F47BE3289378C459688B9E58 2017 2019-02-21 02:37:17Z CARMELA CASTELLANO-GARCIA 1231 I STREET NO 400 SACRAMENTO CA 95814 323366 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 CA PRIMARY CARE ASSOCIATION. 28 27 0 29 0 0 0 0 195509 184825 5073 4429 57044 134112 257626 323366 0 0 0 0 171385 143574 0 0 0 37645 45678 209030 189252 48596 134114 10545763 10820831 173803 314757 10371960 10506074 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 189252 184825 TO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. 134112 CURRENT YEAR CHANGE IN LOAN LOSS RESERVE ASSOCIATED WITH PROVIDING CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING. 189252 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 0 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 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SANDRA BIRKMAN 9164408170 1231 I STREET SUITE 400 SACRAMENTO CA 95814 SCOTT MCFARLAND CHAIR 1.00 4.00 X X 0 0 0 DAVID VILET TREASURER 0.50 3.00 X X 0 0 0 KERRY HYDASH CHAIR-ELECT 0.50 3.00 X X 0 0 0 CHRISTINE NOGUERA DIRECTOR 0.50 2.00 X 0 0 0 DANIELLE MYERS DIRECTOR 0.50 3.00 X 0 0 0 KEVIN MATTSON DIRECTOR 0.50 3.00 X 0 0 0 LOUISE MCCARTHY DIRECTOR 0.50 2.00 X 0 0 0 NAOIMI FUCHS DIRECTOR 0.50 2.50 X 0 0 0 SHERRY HIROTA DIRECTOR 0.50 2.00 X 0 0 0 BEN FLORES DIRECTOR 0.50 2.00 X 0 0 0 BRITTA GUERRERO DIRECTOR 0.50 3.00 X 0 0 0 CATHY FREY DIRECTOR 0.50 2.00 X 0 0 0 DEBORAH LERNER DIRECTOR 0.50 2.00 X 0 0 0 DEBRA FARMER DIRECTOR 0.50 2.00 X 0 0 0 DOREEN BRADSHAW DIRECTOR 0.50 2.00 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 0.50 2.00 X 0 0 0 PAULA ZANDI DIRECTOR 0.50 2.00 X 0 0 0 JACQUELINE RITACCO DIRECTOR 0.50 2.00 X 0 0 0 JANE GARCIA DIRECTOR 0.50 3.00 X 0 0 0 MARTY LYNCH DIRECTOR 0.50 2.00 X 0 0 0 MARY SZECSEY DIRECTOR 0.50 2.00 X 0 0 0 NIK GUPTA DIRECTOR 0.50 2.00 X 0 0 0 PAULO SOARES 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 3.50 X 0 0 0 ROBIN AFFRIME DIRECTOR 0.50 2.00 X 0 0 0 TIM RINE DIRECTOR 0.50 2.00 X 0 0 0 CARMELA CASTELLANO-GARCIA PRESIDENT/CEO 1.00 41.00 X X 21340 379569 41302 SANDRA S BIRKMAN DIRECTOR OF FINANCE & OPERATIONS 2.00 41.00 X 9148 145636 20239 ROBERT E BEAUDRY CHIEF OPERATNG OFFICER 1.00 40.00 X 11853 225214 34353 VALERIE SHEEHAN DIRECTOR OF DEVELOPMENT 1.00 40.00 X 6183 117464 28682 48524 867883 124576 0 0 1 0 0 INTEREST ON LOANS 900099 184825 184825 184825 4429 4429 LOAN LOSS RESERVE CHAN 900099 134112 134112 134112 323366 318937 0 4429 46422 46422 75217 75217 3103 3103 10881 10881 7951 7951 2395 2395 8565 8565 5910 5910 16278 16278 5000 5000 1122 1122 93 93 OTHER EXPENSES 5877 5877 WORKER'S COMPENSATION 438 438 189252 189252 0 0 2860113 1060148 1308058 1267440 6377592 8493243 10545763 10820831 44954 128849 314757 173803 314757 X 10371960 10506074 10371960 10506074 10545763 10820831 134114 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 314757 314757 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 2014. X X X X 0 0 0 0 0 0 0 0 0 CARMELA CASTELLANO-GARCIA PRESIDENT/CEO 20016 356024 302 5373 1022 18172 1001 17801 1198 21302 23539 418672 0 0 SANDRA S BIRKMAN DIRECTOR OF FINANCE & OPERATIONS 9148 145636 0 0 0 0 457 7282 739 11761 10344 164679 0 0 ROBERT E BEAUDRY CHIEF OPERATNG OFFICER 11853 225214 0 0 0 0 593 11260 1125 21375 13571 257849 0 0 VALERIE SHEEHAN DIRECTOR OF DEVELOPMENT 6183 117464 0 0 0 0 309 5873 1125 21375 7617 144712 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 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 1 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.