2017-11-09T12:04:07-06:00 2017-03-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2016-04-01 943215565 CALIFORNIA PRIMARY CARE ASSOCIATION CALI 9164408170 1231 I ST NO 400 SACRAMENTO CA 95814 CARMELA CASTELLANO-GARCIA PRESIDENT & CEO 9164408170 2017-11-07 1 DARLA A COLSON P00027123 9166466464 2017-11-07 50.250.160.149 2017-11-07 15:05:14 PS P 91A381AFA725C43363DD2232D54016701C9A6C37 68A0D0BE6DB75DC496810DD017E7EE4B1E7B0C9E 2016 2018-03-14 21:41:22Z CARMELA CASTELLANO-GARCIA 1231 I ST NO 400 SACRAMENTO CA 95814 9686404 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. 30 30 46 30 0 0 7028202 5416254 3204156 4149030 3719 3141 206371 117979 10442448 9686404 50000 262500 0 0 4223604 4638877 0 0 0 4156058 5226754 8429662 10128131 2012786 -441727 10010332 9889511 4372962 4686320 5637370 5203191 TO 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. 0 0 7829363 4267009 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. 411986 262500 PROVIDES LEGISLATIVE AND ADMINISTRATIVE SUPPORT TO COMMUNITY CLINICS, HEALTH CENTERS AND CLINIC NETWORKS. 8241349 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 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 23 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SANDRA BIRKMAN 9164408170 1231 I STREET SUITE 440 SACRAMENTO CA 95814 ROBIN AFFRIME DIRECTOR 2.00 X 0 0 0 DOREEN BRADSHAW DIRECTOR 2.00 0.50 X 0 0 0 ISABEL BECERRA 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 JOHN GRESSMAN DIRECTOR 2.00 0.50 X 0 0 0 BRITTA GUERRERO DIRECTOR 2.00 0.50 X 0 0 0 NIK GUPTA DIRECTOR 2.00 0.50 X 0 0 0 SHERRY HIROTA SECRETARY 3.00 0.50 X X 0 0 0 MARTY LYNCH DIRECTOR 2.00 0.50 X 0 0 0 KEVIN MATTSON TREASURER 3.00 0.50 X X 0 0 0 SCOTT MCFARLAND CHAIR-ELECT 3.00 0.50 X X 0 0 0 DANIELLE MYERS MEMBER AT LARGE 3.00 X X 0 0 0 CHRISTINE NOGUERA MEMBER AT LARGE 3.00 0.50 X X 0 0 0 TIM RINE DIRECTOR 2.00 0.50 X 0 0 0 JACQUELINE RITACCO DIRECTOR 2.00 0.50 X 0 0 0 RALPH SILBER DIRECTOR 2.00 0.50 X 0 0 0 PAULO SOARES DIRECTOR 2.00 0.50 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 2.00 0.50 X 0 0 0 RICHARD VELOZ DIRECTOR 2.00 1.00 X 0 0 0 PAULA WILSON DIRECTOR 2.00 0.50 X 0 0 0 TRACY REAM DIRECTOR 4.00 1.00 X 0 0 0 NAOMI FUCHS CHAIR 4.00 1.50 X X 0 0 0 DEBRA FARMER DIRECTOR 2.00 0.50 X 0 0 0 KERRY HYDASH VICE-SPEAKER 3.00 0.50 X X 0 0 0 LOUISE MCCARTHY MEMBER AT LARGE 3.00 0.50 X X 0 0 0 JANE GARCIA DIRECTOR 2.00 0.50 X 0 0 0 DEBORAH LERNER DIRECTOR 2.00 0.50 X 0 0 0 MARY SZECSEY DIRECTOR 2.00 0.50 X 0 0 0 DAVID VILET SPEAKER 3.00 0.50 X X 0 0 0 CARMELA R CASTELLANO-GARCIA PRESIDENT/CEO 40.00 2.00 X 354395 39035 41896 SANDRA S BIRKMAN DIRECTOR OF FINANCE & OPERATIONS 40.00 3.00 X 136103 10244 19817 ROBERT E BEAUDRY SR. VP/CHIEF OPERATING OFFICER 40.00 1.00 X 218013 12392 34020 VALERIE SHEEHAN DIRECTOR OF DEVELOPMENT 40.00 X 116313 0 28316 GINGER L SMITH DIRECTOR OF HEALTH CENTER OPS 40.00 X 138957 0 19448 ANDREA E PATTERSON DIRECTOR OF POLICY/REGULATORY AFFAIRS 40.00 X 117046 0 18352 MICHAEL J WITTE CHIEF MEDICAL OFFICER 40.00 X 193244 0 22162 1274071 61671 184011 7 0 1 0 GATE TECHNOLOGIES 455 CAPITOL MALL SUITE 800 SACRAMENTO CA 95814 INFORMATION SYSTEMS 155884 1 3185754 2230500 5416254 MEMBERSHIP DUES 900099 1525527 1525527 CLINIC OPERATION SUPPO 900099 1270863 1270863 TRAINING & WORKSHOPS 900099 811780 811780 CONFERENCES 900099 540860 540860 4149030 3141 3141 OTHER - RELATED 900099 117979 117979 117979 9686404 4267009 0 3141 X 262500 262500 1482539 1186032 296507 2486984 1989587 497397 123516 98813 24703 295074 236059 59015 250764 200611 50153 99641 80788 18853 32802 26242 6560 1515901 1318825 197076 131336 105069 26267 229912 183930 45982 176412 140118 36294 383587 306870 76717 314736 220315 94421 1430613 1144833 285780 273012 218410 54602 12966 10373 2593 DUES, PUBS, AND SUBSCR. 486068 471836 14232 BOD EXPENSE 88354 88354 MISCELLANEOUS 45680 35551 10129 BAD DEBTS 5734 4587 1147 10128131 8241349 1886782 0 517358 996659 1383351 2093668 1630376 510692 201524 324242 95948 186649 7212095 2340448 5104835 4871647 808401 806713 268539 99241 10010332 9889511 387091 490934 94290 427794 3891581 3767592 4372962 4686320 X 3002057 3062255 2635313 2140936 5637370 5203191 10010332 9889511 -441727 7548 0 X X 0 1 X 1 1 1 X 6111419 5285155 4445236 7028202 5416254 28286266 6111419 5285155 4445236 7028202 5416254 28286266 4918383 23367883 12369 12231 13833 3719 3141 45293 174363 113259 106221 206371 117979 718193 29049752 14746291 0.80440 0.81660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 354757 354757 9773374 10128131 656407 164102 0 0 560933 555707 571483 656407 2344530 3516795 160658 308424 384927 354757 1208766 140233 138927 142871 164102 586133 879200 112843 87427 109979 310249 6476678 1680082 4796596 735417 660366 75051 4871647 LONG-TERM CERTIFICATES OF DEPOSIT 806713 F 806713 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 2013. 1 CALIFORNIAHEALTH PLUS ADVOCATES 1231 I STREET SUITE 400 SACRAMENTO CA 95814 811326638 501(C)(4) 262500 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. PART I, LINE 2: ALL GRANTS REQUIRE WRITTEN REPORTS X X X X 0 0 0 0 0 0 0 0 0 CARMELA R CASTELLANO-GARCIA PRESIDENT/CEO 349429 38488 4966 547 0 0 17472 1924 20268 2232 392135 43191 0 0 SANDRA S BIRKMAN DIRECTOR OF FINANCE & OPERATIONS 136103 10244 0 0 0 0 6805 512 11625 875 154533 11631 0 0 ROBERT E BEAUDRY SR. VP/CHIEF OPERATING OFFICER 218013 12392 0 0 0 0 10900 620 21290 1210 250203 14222 0 0 GINGER L SMITH DIRECTOR OF HEALTH CENTER OPS 138957 0 0 0 0 0 6948 0 12500 0 158405 0 0 0 MICHAEL J WITTE CHIEF MEDICAL OFFICER 193244 0 0 0 0 0 9662 0 12500 0 215406 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 DIRECTOR OF FINANCE AND OPERATIONS. 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 2015. 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 1,318,825. MANAGEMENT AND GENERAL EXPENSES 197,076. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,515,901. 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 943343480 PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES CA 501(C)(3) LINE 12A, I 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) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CALIFORNIAHEALTH PLUS ADVOCATES B 262500 CASH 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.