2025-02-18T18:06:09-06:00 2024-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-04-01 943345480 CPCA VENTURES CPCA 9164408170 1231 I STREET 400 SACRAMENTO CA 95814 SONJA SPOWART CFO 9164408170 2025-02-18 1 0 AMANDA H WILLIAMS P01281212 9166466464 2025-02-18 2023 2025-03-06 01:10:19Z FRANCISCO SILVA 1231 I STREET 400 SACRAMENTO CA 95814 634032 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. 30 30 0 30 0 0 0 0 481355 563034 0 0 152686 70998 634041 634032 1000000 0 0 0 0 0 0 0 0 387823 381001 1387823 381001 -753782 253031 18367444 17220399 7464538 6105686 10902906 11114713 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 381001 563034 TO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS. 70998 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 IN 2020 AND CONTINUES TO MAINTAIN THIS ACTIVITY. 381001 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 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 0 0 X 30 30 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 DAVID LONTOK SECRETARY 1.00 4.00 X X 0 0 0 PAULO SOARES IMMEDIATE PAST CHAIR 1.00 3.00 X X 0 0 0 JULIA LIOU TREASURER 1.00 2.00 X X 0 0 0 CORINNE SANCHEZ VICE SPEAKER 1.00 4.00 X X 0 0 0 ANDREA SCHWAB-GALINDO CHAIR-ELECT 0.50 3.00 X X 0 0 0 RAKESH PATEL CHAIR 1.00 5.00 X X 0 0 0 ASA SATARIANO SPEAKER 0.50 3.00 X X 0 0 0 BENJAMIN FLORES MEMBER AT LARGE 0.50 3.00 X 0 0 0 TORY STARR MEMBER AT LARGE 0.50 3.00 X 0 0 0 ADEL SYED MEMBER AT LARGE 0.50 2.00 X 0 0 0 ALVARO BALLESTEROS DIRECTOR 0.50 2.00 X 0 0 0 DOREEN BRADSHAW DIRECTOR 0.50 2.00 X 0 0 0 JANE GARCIA DIRECTOR 0.50 2.00 X 0 0 0 BRITTA GUERRERO DIRECTOR 0.50 3.00 X 0 0 0 KERRY HYDASH 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 TIM RINE DIRECTOR 0.50 2.00 X 0 0 0 BRANDON THORNOCK DIRECTOR 0.50 2.00 X 0 0 0 DAVID VLIET DIRECTOR 0.50 2.00 X 0 0 0 ISABEL BECERRA DIRECTOR 0.50 2.00 X 0 0 0 GENEVIEVE FILMARDIROSSIAN DIRECTOR 0.50 2.00 X 0 0 0 FRANKLIN GONZALEZ DIRECTOR 0.50 2.00 X 0 0 0 VIRGINA HEDRICK DIRECTOR 0.50 2.00 X 0 0 0 KAREN LAUTERBACH DIRECTOR 0.50 2.00 X 0 0 0 LOUISE MCCARTHY DIRECTOR 0.50 2.00 X 0 0 0 ANDIE PATTERSON DIRECTOR 0.50 2.00 X 0 0 0 GRACIELA SOTO-PEREZ DIRECTOR 0.50 2.00 X 0 0 0 PEDRO TOLEDO DIRECTOR 0.50 2.00 X 0 0 0 CHRISTY WARD DIRECTOR 0.50 2.00 X 0 0 0 FRANCISCO SILVA PRESIDENT & CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 476507 75095 GINGER L SMITH CHIEF OPERATING OFFICER 2.00 38.00 X 0 253584 25019 SONJA SPOWART CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 252666 43672 JOSEPH CACHUELA GENERAL COUNSEL 2.00 38.00 X 0 231425 32992 0 1214182 176778 0 0 1 0 0 INTEREST ON LOANS 900099 563034 563034 563034 LOAN LOSS RESERVE CHAN 900099 70998 70998 70998 634032 634032 0 0 X 6722 6722 120933 120933 167935 167935 CPCA PAYROLL REIMBURSEM 80719 80719 BANK & CREDIT CARD FEES 4692 4692 381001 381001 0 0 4260677 76272 334854 7255792 13771913 9888335 18367444 17220399 12000 7423570 5888153 40968 205533 7464538 6105686 X 9916007 10139814 986899 974899 10902906 11114713 18367444 17220399 253031 -41224 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 0 0 381001 381001 76200 19050 0 0 213782 76200 289982 434973 53446 19050 72496 108744 0 DUE TO CPCA 205533 205533 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 2020. X X X X X 0 0 0 0 0 0 0 0 0 FRANCISCO SILVA PRESIDENT & CHIEF EXECUTIVE OFFICER 0 466539 0 0 0 9968 0 45837 0 29258 0 551602 0 0 SONJA SPOWART CHIEF FINANCIAL OFFICER 0 251226 0 0 0 1440 0 12596 0 31076 0 296338 0 0 GINGER L SMITH CHIEF OPERATING OFFICER 0 252384 0 0 0 1200 0 12757 0 12262 0 278603 0 0 JOSEPH CACHUELA GENERAL COUNSEL 0 230225 0 0 0 1200 0 11511 0 21481 0 264417 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 COMPENSATION COMMITTEE, 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 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 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 120,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,933. 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 CPCA 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 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.