CPCA VENTURES: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CPCA VENTURES (EIN 94-3345480)
Tax period
2024-04-01 to 2025-03-31
Filed
2026-02-17
IRS object ID
202600489349300535
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-17T14:40:20-06:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943345480EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CPCA VENTURESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCPCABusinessNameControlTxt
Phone9164408170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11231 I STREET 400AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSONJA SPOWARTPersonNm
Person TitleCFOPersonTitleTxt
Phone9164408170PhoneNum
Signature2026-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA H WILLIAMSPreparerPersonNm
PTINP01281212PTIN
Phone9166466464PhoneNum
Preparation2026-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRANCISCO SILVAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11231 I STREET 400AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$666,851GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$563,034PYProgramServiceRevenueAmt
CY Program Service Revenue$275,504CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$391,347CYInvestmentIncomeAmt
PY Other Revenue$70,998PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$634,032PYTotalRevenueAmt
CY Total Revenue$666,851CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$381,001PYOtherExpensesAmt
CY Other Expenses$411,488CYOtherExpensesAmt
PY Total Expenses$381,001PYTotalExpensesAmt
CY Total Expenses$411,488CYTotalExpensesAmt
PY Revenues Less Expenses$253,031PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$255,363CYRevenuesLessExpensesAmt
Total Assets BOY$17,220,399TotalAssetsBOYAmt
Total Assets EOY$16,204,316TotalAssetsEOYAmt
Total Liabilities BOY$6,105,686TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,777,608TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,114,713NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,426,708NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$411,488ExpenseAmt
Revenue$275,504RevenueAmt
DescTO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescCURRENT YEAR CHANGE IN LOAN LOSS RESERVE ASSOCIATED WITH PROVIDING CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescLENDING PROGRAM AT BELOW-MARKET INTEREST RATES TO BENEFIT CALIFORNIA-BASED COMMUNITY HEALTH CENTERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescCPCA VENTURES LAUNCHED A COVID RESPONSE LOAN FUND IN PARTNERSHIP TO HELP PANDEMIC-IMPACTED CHCS WITH CAPITAL AND OPERATING COSTS IN 2020 AND CONTINUES TO MAINTAIN THIS ACTIVITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$411,488TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SONJA SPOWARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9164408170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11231 I STREET SUITE 400AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
DAVID LONTOK
SECRETARY1.004.00Yes (X)Yes (X)$0$0$0
PAULO SOARES
IMMEDIATE PAST CHAIR1.003.00Yes (X)Yes (X)$0$0$0
JULIA LIOU
TREASURER1.002.00Yes (X)Yes (X)$0$0$0
CORINNE SANCHEZ
VICE SPEAKER1.004.00Yes (X)Yes (X)$0$0$0
ANDREA SCHWAB-GALINDO
CHAIR-ELECT0.504.00Yes (X)Yes (X)$0$0$0
RAKESH PATEL
CHAIR1.005.00Yes (X)Yes (X)$0$0$0
ASA SATARIANO
SPEAKER0.503.00Yes (X)Yes (X)$0$0$0
BENJAMIN FLORES
MEMBER AT LARGE0.503.00Yes (X)$0$0$0
TORY STARR
MEMBER AT LARGE0.503.00Yes (X)$0$0$0
ADEL SYED
MEMBER AT LARGE0.502.00Yes (X)$0$0$0
ALVARO BALLESTEROS
DIRECTOR0.502.00Yes (X)$0$0$0
DOREEN BRADSHAW
DIRECTOR0.502.00Yes (X)$0$0$0
JANE GARCIA
DIRECTOR0.502.00Yes (X)$0$0$0
BRITTA GUERRERO
DIRECTOR0.502.00Yes (X)$0$0$0
KERRY HYDASH
DIRECTOR0.502.00Yes (X)$0$0$0
KEVIN MATTSON
DIRECTOR0.502.00Yes (X)$0$0$0
DANIELLE MYERS
DIRECTOR0.502.00Yes (X)$0$0$0
TIM RINE
DIRECTOR0.502.00Yes (X)$0$0$0
BRANDON THORNOCK
DIRECTOR0.502.00Yes (X)$0$0$0
DAVID VLIET
DIRECTOR0.502.00Yes (X)$0$0$0
ISABEL BECERRA
DIRECTOR0.502.00Yes (X)$0$0$0
GENEVIEVE FILMARDIROSSIAN
DIRECTOR0.502.00Yes (X)$0$0$0
FRANKLIN GONZALEZ
DIRECTOR0.502.00Yes (X)$0$0$0
VIRGINA HEDRICK
DIRECTOR0.502.00Yes (X)$0$0$0
KAREN LAUTERBACH
DIRECTOR0.502.00Yes (X)$0$0$0
LOUISE MCCARTHY
DIRECTOR0.502.00Yes (X)$0$0$0
ANDIE PATTERSON
DIRECTOR0.502.00Yes (X)$0$0$0
GRACIELA SOTO-PEREZ
DIRECTOR0.502.00Yes (X)$0$0$0
PEDRO TOLEDO
DIRECTOR0.502.00Yes (X)$0$0$0
CHRISTY WARD
DIRECTOR0.502.00Yes (X)$0$0$0
FRANCISCO SILVA
PRESIDENT & CHIEF EXECUTIVE OFFICER2.0038.00Yes (X)$0$590,276$87,414
GINGER L SMITH
CHIEF OPERATING OFFICER2.0038.00Yes (X)$0$256,076$25,184
SONJA SPOWART
CHIEF FINANCIAL OFFICER2.0038.00Yes (X)$0$256,317$45,704
JOSEPH CACHUELA
GENERAL COUNSEL2.0038.00$0$242,374$33,804Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,345,043TotReportableCompRltdOrgAmt
Total Other Compensation$192,106TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYPHAX STRATEGIC SOLUTIONSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line15601 STANMORE WAYAddressLine1Txt
CityELK GROVECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95758ZIPCd
FieldValueIRS element (for citing)
ServicesCONTRACTORServicesDesc
Compensation$162,275CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescINTEREST ON LOANSDesc
Business900099BusinessCd
Total Revenue Column$275,504TotalRevenueColumnAmt
Related Or Exempt Func Income$275,504RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$275,504TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$391,347TotalRevenueColumnAmt
Exclusion$391,347ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$666,851TotalRevenueColumnAmt
Related Or Exempt Func Income$275,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$391,347ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,246TotalAmt
Program Services$11,246ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,400TotalAmt
Program Services$2,400ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$202,651TotalAmt
Program Services$202,651ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14TotalAmt
Program Services$14ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$129,565TotalAmt
Program Services$129,565ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
CPCA PAYROLL REIMBURSEM$34,688$34,688
BANK & CREDIT CARD FEES$22,108$22,108
INDIRECT EXPENSE ALLOCA$8,816$8,816

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$411,488TotalAmt
Program Services$411,488ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$76,272BOYAmt
EOY$74,997EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,255,792BOYAmt
EOY$9,365,306EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,888,335BOYAmt
EOY$6,764,013EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,220,399BOYAmt
EOY$16,204,316EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,000BOYAmt
EOY$12,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,888,153BOYAmt
EOY$4,352,737EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$205,533BOYAmt
EOY$412,871EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,105,686BOYAmt
EOY$4,777,608EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,139,814BOYAmt
EOY$10,463,809EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$974,899BOYAmt
EOY$962,899EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,114,713BOYAmt
EOY$11,426,708EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,220,399BOYAmt
EOY$16,204,316EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$255,363ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$56,632OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA PRIMARY CARE ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN943215565EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$411,488FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$411,488FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$82,298FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$20,575FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$213,782CurrentYearMinus2Amt
Current Year Minus1$76,200CurrentYearMinus1Amt
Current Year$82,298CurrentYearAmt
Total$372,280TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$558,420LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$53,446CurrentYearMinus2Amt
Current Year Minus1$19,050CurrentYearMinus1Amt
Current Year$20,575CurrentYearAmt
Total$93,071TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$139,607GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO CPCADesc
Amt$412,871Amt
FieldValueIRS element (for citing)
Total Liability$412,871TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 2021.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (1)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
FRANCISCO SILVA
PRESIDENT & CHIEF EXECUTIVE OFFICER$0$473,929$0$109,620$0$6,727$0$50,730$0$36,684$0$677,690$0$0
SONJA SPOWART
CHIEF FINANCIAL OFFICER$0$254,877$0$0$0$1,440$0$11,942$0$33,762$0$302,021$0$0
GINGER L SMITH
CHIEF OPERATING OFFICER$0$254,876$0$0$0$1,200$0$12,215$0$12,969$0$281,260$0$0
JOSEPH CACHUELA
GENERAL COUNSEL$0$241,174$0$0$0$1,200$0$11,256$0$22,548$0$276,178$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE 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 COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION.
PART I, LINE 6BONUSES GIVEN TO CEO AND SELECT SENIOR LEADERSHIP MEMBERS BASED ON NET INCOME OF FISCAL YEAR FOR ALL THREE RELATED ENTITIES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 CFO. 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 CFO, 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 12CEVERY 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 19THE 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 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 202,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,651.
FORM 990, PART XI, LINE 9:LOAN LOSS RESERVE CHANGE 56,632.
PART XII, LINE 2CNEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CALIFORNIA PRIMARY CARE ASSOCIATION
1231 I STREET STE 400SACRAMENTOCA95814943215565LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS AND NETWORKSCA501(C)(3)LINE 7N/A0
CALIFORNIA PRIMARY CARE ASSOCIATION ADVOCATES
1231 I STREET STE 400SACRAMENTOCA95814811326638ADVOCATE FOR POLICIES THAT PRESERVE AND ENHANCE THE ABILITY OF COMMUNITYCA501(C)(4)0CALIFORNIA PRIMARY CARE ASSOCIATION 94-3215565
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationNAME 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: CALIFORNIA PRIMARY CARE ASSOCIATION 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.ExplanationTxt

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