2026-04-08T20:27:08-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 680371679 PEACH TREE HEALTHCARE PEAC 5307493242 1114 YUBA STREET 220 MARYSVILLE CA 95901 GREG BARKER CFO 5307493242 2026-04-08 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-04-08 2024 2025-03-06 01:10:19Z TRACIE RIGGS 1114 YUBA STREET 220 MARYSVILLE CA 95901 51706255 0 X WWW.PICKPEACH.ORG X 1995 CA PEACH TREE HEALTH IS COMMITTED TO PROVIDING PERSONALIZED, AFFORDABLE, HIGH-QUALITY HEALTH SERVICES. 10 10 309 13 0 0 5243983 5978686 33493863 44661570 240859 86054 0 979945 38978705 51706255 0 0 0 0 23906764 30070809 0 0 0 19100792 24539512 43007556 54610321 -4028851 -2904066 29229516 26699608 16665172 17039330 12564344 9660278 X PEACH TREE HEALTHCARE IS COMMITTED TO PROVIDING PERSONALIZED, AFFORDABLE, HIGH-QUALITY HEALTH SERVICES. 0 0 37478685 44661570 PEACH TREE HEALTHCARE IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) OPERATING AT THE FOLLOWING LOCATIONS: LIVE OAK MEDICAL CLINIC (INCLUDING PEACH TREE VISION LIVE OAK), PEACH TREE YUBA CITY/COLUSA (INCLUDING A DENTAL CLINIC), PEACH TREE CLINIC (INCLUDING PEACH TREE VISION LINDA), PEACH TREE NORTH SACRAMENTO (INCLUDING PEACH TREE VISION NORTH SACRAMENTO AND SACRAMENTO IMMEDIATE CARE), PEACH TREE CHICO EYE CENTER, PEACH TREE LINDHURST HIGH SCHOOL, PEACH TREE MOBILE UNIT, AND PEACH TREE YUBA COUNTY PROBATION. PEACH TREE HEALTHCARE PROVIDES PERSONALIZED, AFFORDABLE, HIGH-QUALITY HEALTH SERVICES INCLUDING DENTAL, VISION, BEHAVIORAL HEALTH, AND MEDICAL SPECIALTY SERVICES (FAMILY MEDICINE, PEDIATRICS, IMMEDIATE CARE, WOMEN'S HEALTH, ACUPUNCTURE, DIABETES, SPORTS PHYSICALS, NON-SURGERY ORTHOPEDICS, PHARMACY, AND PODIATRY). DURING THE JUNE 30, 2025 TAX YEAR, 40,623 PATIENTS RECEIVED SERVICES AT OUR VARIOUS CLINICS. 37478685 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 80 0 1 309 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X VERONICA AVILA 5307416245 1114 YUBA STREET SUITE 220 MARYSVILLE CA 95901 GINA ROSSETTI CHIEF HEALTH OFFICER (THRU 11/2024) 40.00 X 545796 0 8063 GREG STONE CEO (THRU 12/2024) 40.00 X 545806 0 7211 TEJINDER GHUMAN MD PEDIATRICIAN 40.00 X 382265 0 9859 SUMIT JOHL MD PEDIATRICIAN 40.00 X 376589 0 10919 KHALDOUN ALKAYED MD PEDIATRICIAN 40.00 X 367366 0 11322 KAUMAKAOKALANI SHIMATSU MD CHIEF MEDICAL OFFICER 40.00 X 357597 0 11405 MELISSA JOHNSON MD OB/GYN 40.00 X 329320 0 8841 RAMESH PUNDI MD PEDIATRICIAN 40.00 X 316178 0 14796 RUPAUL GHUMAN DDS CHIEF DENTAL OFFICER 40.00 X 263573 0 10016 JAMES ELLSWORTH CFO (THRU 1/2025) 40.00 X 233288 0 4486 MEREDITH EVANS CHIEF BEHAVIORAL HEALTH OFFICER 40.00 X 179911 0 4608 MICHELLE WOODARD CAO / INTERIM CEO (12/2024 - 3/2025) 40.00 X 166343 0 4785 TRACIE RIGGS CEO (START 3/2025) 40.00 X 0 0 0 ERICKA SUMMERS CHAIR 1.00 X X 0 0 0 ROBERT BENDORF VICE CHAIR 1.00 X X 0 0 0 NICK GUNN SECRETARY/TREASURER (THRU 2/2025) 1.00 X X 0 0 0 LEANNE LINK SECRETARY/TREASURER (START 4/2025) 1.00 X X 0 0 0 AWNI ALLABABIDI DIRECTOR 1.00 X 0 0 0 MELANIE BELL DIRECTOR (START 6/2025) 1.00 X 0 0 0 KATHY BEVERLEY DIRECTOR (THRU 6/2025) 1.00 X 0 0 0 DON BLASER DIRECTOR 1.00 X 0 0 0 BILL EVANS DIRECTOR (THRU 10/2024) 1.00 X 0 0 0 RENICK HOUSE DIRECTOR (START 3/2025) 1.00 X 0 0 0 SAANA KATARIA DIRECTOR 1.00 X 0 0 0 MONIKA LEE DIRECTOR 1.00 X 0 0 0 PHYONG LUU MD DIRECTOR 1.00 X 0 0 0 4064032 0 106311 55 0 1 0 RIDGE EYE CARE 1700 BRUCE ROAD CHICO CA 95928 CONTRACTED PROVIDERS 2898615 MEDUSIND INC PO BOX 844689 BOSTON MA 022844689 BILLING SERVICES 1616249 PHARMACY STAFFING SOLUTIONS INC 3240 VISTA DE MADERA LINCOLN CA 95648 PROVIDER STAFFING 754357 OSIS PO BOX 772852 CHICAGO IL 606772852 IT SERVICES 683370 GROUP ONE CONSULTING INC 13405 FOLSOM BLVD SUITE 511 FOLSOM CA 95630 PROVIDER STAFFING 584113 16 4455913 1522773 797972 5978686 NET PATIENT SERVICE REVENUE 621400 42898942 42898942 QUALITY INVENTIVE REVENUE 621400 1099622 1099622 OTHER OPERATING REVENUE 621400 663006 663006 44661570 86054 86054 INSURANCE RECOVERIES 900099 979945 979945 979945 51706255 44661570 0 1065999 X 2216547 1241216 975331 21914693 15598372 6316321 349289 244769 104520 3937135 2745308 1191827 1653145 1153554 499591 274004 274004 114923 114923 9696191 5921023 3775168 70431 26116 44315 257180 170420 86760 2176223 297456 1878767 3429549 2498676 930873 141755 52564 89191 136192 50501 85691 48225 14425 33800 1392890 1096796 296094 258626 98043 160583 MEDICAL SUPPLIES/DRUGS 6108037 6108037 LICENSES & FEES 58180 21574 36606 ORGANIZATIONAL DUES 34149 12663 21486 342957 127172 215785 54610321 37478685 17131636 0 4301855 3806657 239606 155764 4480498 5827556 851329 898001 749690 1209663 13897642 10350882 4471904 3546760 14134634 11255207 29229516 26699608 3501145 3817536 231417 525813 12932610 12695981 16665172 17039330 X 12564344 9660278 12564344 9660278 29229516 26699608 -2904066 0 X 0 1 X 1 1 1 X 5294153 8349342 6600957 5243983 5978686 31467121 5294153 8349342 6600957 5243983 5978686 31467121 31467121 64869 30423 144293 240859 86054 566498 979945 979945 33013564 158132441 0.95320 0.98260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2024 AMOUNT: $ 979,945. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 7969 7969 0 PART II-B, LINE 1: DURING THE JUNE 30, 2025 TAX YEAR, THE ORGANIZATION INCURRED INDIRECT LOBBYING EXPENDITURES THROUGH DUES PAID TO OUTSIDE ORGANIZATIONS, INCLUDING THE CALIFORNIA PRIMARY CARE ASSOCIATION. 6540824 4335032 2205792 5286999 4318984 968015 2069819 1696866 372953 3546760 DEPOSITS 122954 OPERATING LEASE - RIGHT-OF-USE ASSETS 11132253 11255207 OPERATING LEASE LIABILITY 11724436 ESTIMATED THIRD-PARTY SETTLEMENT PAYABLE 971545 12695981 X 51706255 0 51706255 0 51706255 54610321 0 54610321 0 54610321 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUSES BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2025 AND 2024, THE ORGANIZATION HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. X X 1 0 0 0 0 0 0 0 0 GINA ROSSETTI CHIEF HEALTH OFFICER (THRU 11/2024) 362868 0 42875 0 140053 0 6900 0 1163 0 553859 0 0 0 GREG STONE CEO (THRU 12/2024) 348777 0 58946 0 138083 0 6244 0 967 0 553017 0 0 0 TEJINDER GHUMAN MD PEDIATRICIAN 369579 0 4386 0 8300 0 6524 0 3335 0 392124 0 0 0 SUMIT JOHL MD PEDIATRICIAN 365670 0 10919 0 0 0 6900 0 4019 0 387508 0 0 0 KHALDOUN ALKAYED MD PEDIATRICIAN 336926 0 5440 0 25000 0 6671 0 4651 0 378688 0 0 0 KAUMAKAOKALANI SHIMATSU MD CHIEF MEDICAL OFFICER 333392 0 24205 0 0 0 6900 0 4505 0 369002 0 0 0 MELISSA JOHNSON MD OB/GYN 303840 0 480 0 25000 0 6339 0 2502 0 338161 0 0 0 RAMESH PUNDI MD PEDIATRICIAN 290734 0 444 0 25000 0 4512 0 10284 0 330974 0 0 0 RUPAUL GHUMAN DDS CHIEF DENTAL OFFICER 238373 0 11275 0 13925 0 5365 0 4651 0 273589 0 0 0 JAMES ELLSWORTH CFO (THRU 1/2025) 233288 0 0 0 0 0 4486 0 0 0 237774 0 0 0 MEREDITH EVANS CHIEF BEHAVIORAL HEALTH OFFICER 172324 0 0 0 7587 0 3618 0 990 0 184519 0 0 0 MICHELLE WOODARD CAO / INTERIM CEO (12/2024 - 3/2025) 163201 0 3142 0 0 0 3355 0 1430 0 171128 0 0 0 PART I, LINE 4A DURING THE 2024 CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED THE FOLLOWING TAXABLE SEVERANCE PAYMENTS: GINA ROSSETTI - $98,560 GREG STONE - $89,856 X 12673 797972 COST OF DONATED PROPERTY 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, WHO WORKS IN CONJUNCTION WITH THE PEACH TREE HEALTHCARE ACCOUNTING AND FINANCE DEPARTMENT TO COMPLETE THE FORM 990. UPON REVIEW AND APPROVAL BY THE ORGANIZATION'S MANAGEMENT, THE FORM 990 MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR A PERIOD OF TIME PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY, AND ARE REQUIRED TO ANNUALLY RETURN A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO THE CHIEF EXECUTIVE OFFICER. THE BOARD OF DIRECTORS HAS DELEGATED AUTHORITY TO DETERMINE IF A CONFLICT OF INTEREST EXISTS FOR DIRECTORS, CORPORATE OFFICERS, AND THE CEO, WHO MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. IN THE CASE OF A CONFLICT OF INTEREST DISCLOSURE MADE BY A MEDICAL STAFF MEMBER, PHYSICIAN, EXECUTIVE STAFF MEMBER, DEPARTMENT DIRECTOR, SUPERVISOR, OR OTHER INDIVIDUAL, THE CHIEF EXECUTIVE OFFICER DETERMINES, BASED ON THE FACTS AND CIRCUMSTANCES DISCLOSED, IF A CONFLICT OF INTEREST EXISTS AND SHALL ALSO REPORT THE RESULTS OF ALL DETERMINATIONS TO THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION FOR SENIOR MANAGEMENT AND KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS. SENIOR MANAGEMENT COMPENSATION IS ESTABLISHED USING HISTORICAL BENCHMARKS FROM PREVIOUS EMPLOYEES, AS WELL AS THE SALARY GUIDE FROM THE CALIFORNIA PRIMARY CARE ASSOCIATION, WHICH IS EXAMINED ANNUALLY TO ENSURE SALARIES AND BENEFITS ARE ON PAR WITH COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 4,848,650. MANAGEMENT AND GENERAL EXPENSES 13,659. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,862,309. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 952,555. MANAGEMENT AND GENERAL EXPENSES 141,885. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,094,440. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 119,818. MANAGEMENT AND GENERAL EXPENSES 3,619,624. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,739,442.