2024-02-15T17:40:11-06:00 2023-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-04-01 943345480 CPCA VENTURES CPCA 9164408170 1231 I STREET 400 SACRAMENTO CA 95814 SONJA SPOWART CFO 9164408170 2024-02-15 1 SONJA SPOWART 999009999 0 AMANDA H WILLIAMS P01281212 9166466464 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRANCISCO SILVA 1231 I STREET 400 SACRAMENTO CA 95814 634041 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 CALIFORNIA PRIMARY CARE ASSOCIATION. 31 31 0 31 0 0 0 0 322852 481355 705 0 16720 152686 340277 634041 120000 1000000 0 0 0 0 0 0 0 390786 387823 510786 1387823 -170509 -753782 22661387 18367444 11004699 7464538 11656688 10902906 X 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 1387823 1000000 481355 TO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. 152686 CURRENT YEAR CHANGE IN LOAN LOSS RESERVE ASSOCIATED WITH PROVIDING CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING. LENDING PROGRAM AT BELOW-MARKET INTEREST RATES TO BENEFIT CALIFORNIA-BASED COMMUNITY HEALTH CENTERS. CPCA VENTURES LAUNCHED A COVID RESPONSE LOAN FUND IN PARTNERSHIP TO HELP PANDEMIC IMPACTED CHCS WITH CAPITAL AND OPERATING COSTS. 1387823 1 0 0 1 0 0 0 0 0 0 0 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SONJA SPOWART 9164408170 1231 I STREET SUITE 400 SACRAMENTO CA 95814 FRANCISCO SILVA PRESIDENT & CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 335637 57377 SONJA SPOWART CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 237440 30291 BRITTA GUERRERO CHAIR 1.00 5.00 X X 0 0 0 DAVID VLIET IMMEDIATE PAST CHAIR 1.00 3.00 X X 0 0 0 DAVID LONTOK TREASURER 1.00 2.00 X X 0 0 0 CHRISTY WARD VICE SPEAKER 1.00 4.00 X X 0 0 0 PAULO SOARES CHAIR-ELECT 0.50 3.00 X X 0 0 0 RAKESH PATEL SECRETARY 0.50 3.00 X X 0 0 0 ANDREA SCHWAB-GALINDO SPEAKER 0.50 3.00 X X 0 0 0 MELISSA MARSHALL MEMBER AT LARGE 0.50 3.00 X 0 0 0 ASA SATARIANO MEMBER AT LARGE 0.50 3.00 X 0 0 0 LOUISE MCCARTHY DIRECTOR 0.50 3.00 X 0 0 0 DOREEN BRADSHAW DIRECTOR 0.50 2.00 X 0 0 0 WARREN BRODINE DIRECTOR 0.50 2.00 X 0 0 0 BENJAMIN FLORES DIRECTOR 0.50 2.00 X 0 0 0 ALVARO FUENTES DIRECTOR 0.50 2.00 X 0 0 0 JANE GARCIA DIRECTOR 0.50 2.00 X 0 0 0 FRANKLIN GONZALEZ DIRECTOR 0.50 2.00 X 0 0 0 KERRY HYDASH DIRECTOR 0.50 2.00 X 0 0 0 JULIA LIOU DIRECTOR 0.50 2.00 X 0 0 0 KEVIN MATTSON DIRECTOR 0.50 2.00 X 0 0 0 DANIELLE MYERS DIRECTOR 0.50 2.00 X 0 0 0 JONATHAN PORTEUS DIRECTOR 0.50 2.00 X 0 0 0 TIM RINE DIRECTOR 0.50 2.00 X 0 0 0 CORINNE SANCHEZ DIRECTOR 0.50 2.00 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 0.50 2.00 X 0 0 0 RICHARD VELOZ DIRECTOR 0.50 1.00 X 0 0 0 TORY STARR DIRECTOR 0.50 2.00 X 0 0 0 PEDRO TOLEDO DIRECTOR 0.50 2.00 X 0 0 0 ADEL SYED DIRECTOR 0.50 2.00 X 0 0 0 LISA MAAS DIRECTOR 0.50 2.00 X 0 0 0 YAMILET VALLADOLID DIRECTOR 0.50 2.00 X 0 0 0 ANTHONY WHITE DIRECTOR 0.50 2.00 X 0 0 0 0 573077 87668 0 0 1 0 0 INTEREST ON LOANS 900099 481355 481355 481355 LOAN LOSS RESERVE CHAN 900099 152686 152686 152686 634041 634041 0 0 1000000 1000000 100 100 72840 72840 10 10 242137 242137 CPCA PAYROLL REIMBURSEM 72736 72736 1387823 1387823 0 0 5266273 4260677 705356 334854 16689758 13771913 22661387 18367444 10663845 7423570 340854 40968 11004699 7464538 X 10657789 9916007 998899 986899 11656688 10902906 22661387 18367444 -753782 0 X X 0 1 X 1 0 X X 1 CALIFORNIA PRIMARY CARE ASSOCIATION 943215565 7 1 1000000 0 1 1000000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1387823 1387823 213782 53446 0 0 213782 213782 320673 53446 53446 80169 0 DUE TO CPCA 40968 40968 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 2019. 1 CALIFORNIA PRIMARY CARE ASSOCIATION 1231 I ST STE 400 SACRAMENTO CA 95814 943215565 501(C)(3) 1000000 0 GENERAL SUPPORT 1 X X X X 0 0 0 0 0 0 0 0 0 FRANCISCO SILVA PRESIDENT & CHIEF EXECUTIVE OFFICER 0 329425 0 0 0 6212 0 36972 0 20405 0 393014 0 0 SONJA SPOWART CHIEF FINANCIAL OFFICER 0 235450 0 0 0 1990 0 12652 0 17639 0 267731 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. 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 1 0 0 0 0 0 0 0 0 0 0 0 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.