2025-05-13T17:21:35-05:00 2024-06-30 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2023-07-01 680345901 COPPERTOWER FAMILY MED CTR INC DBA ALEXANDER VALLEY HEALTHCARE COPP 7078944229 106 EAST 1ST ST SUITE B CLOVERDALE CA 95425 DEBBIE HOWELL CEO 7078944229 2025-05-13 1 1 LOTASHA THOMAS P01225273 7075778806 2025-05-12 2023 2025-03-06 01:10:19Z DEBBIE HOWELL 106 EAST 1ST STREET CLOVERDALE CA 95425 7230620 0 X WWW.ALEXANDERVALLEYHEALTHCARE.ORG X 1994 CA TO PROVIDE COMPREHENSIVE PRIMARY CARE, ADDRESSING THE WHOLE PERSON NEEDS, INCLUDING BEHAVIORAL AND ORAL HEALTH CARE. 11 11 77 11 0 0 3280061 3181272 3538510 4049285 1352 63 0 0 6819923 7230620 0 0 0 0 5757491 5644422 0 0 69794 1658610 1684033 7416101 7328455 -596178 -97835 5549178 5928417 1235655 1712729 4313523 4215688 TO PROVIDE PATIENT-CENTERED HEALTH CARE WITH EXCELLENCE IN QUALITY, SERVICES, AND ACCESS FOR ALL. 0 0 4392390 4049285 THE HEALTH CENTER PROVIDED 18,000 PRIMARY CARE, BEHAVIORAL HEALTH, AND GENERAL DENTISTRY ENCOUNTERS TO 3,850 PATIENTS DURING THE YEAR. 4392390 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 12 0 1 77 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JENINE SAUNDERS 7078944229 106 E 1ST ST SUITE B CLOVERDALE CA 95425 JAMES BERRY CHAIRMAN 40.00 X X 0 0 0 JEFFERY MEIER VICE CHAIRMAN 40.00 X X 0 0 0 ROBERT FREELEN SECRETARY 40.00 X X 0 0 0 DEBORAH GRIZZARD DIRECTOR 4.00 X 0 0 0 ORBELINA LANDAVERDE DIRECTOR THROUGH 6/27/24 4.00 X 0 0 0 CHARLES LEVINE DIRECTOR 4.00 X 0 0 0 JAMES NOVAK DIRECTOR 4.00 X 0 0 0 KIM PETERSEN DIRECTOR THROUGH 8/1/23 4.00 X 0 0 0 LORI A PETERSEN DIRECTOR 4.00 X 0 0 0 ERIKA SPENCER-SINGSON DIRECTOR 4.00 X 0 0 0 CHRIS SWARTZ DIRECTOR 4.00 X 0 0 0 MARK THAYER DIRECTOR 4.00 X 0 0 0 JOSEPH WIEDMAN DIRECTOR 4.00 X 0 0 0 DEBBIE HOWELL CEO 40.00 X 196506 0 22490 JENINE SAUNDERS CFO 40.00 X 185204 0 20300 KEVIN GARVIN DENTAL DIRECTOR 36.00 X 220160 0 23697 CARY WHEELER CMO 38.00 X 168113 0 12264 SAMANTHA GUTHMAN COO 40.00 X 160914 0 6997 KIRSTEN TELLEZ DIRECTOR OF DEVELOPMENT 40.00 X 154451 0 2160 JAMES MURPHY PHYSICIAN 40.00 X 271116 0 372 ELIZABETH PILE NURSE PRACTITIONER 32.00 X 172364 0 21782 MARTHA SCHWARTZ STAFF DENTIST 40.00 X 178619 0 18318 ERIKA WERELIUS-LANIOHAN DIRECTOR OF HUMAN RESOURCES 40.00 X 141100 0 13691 REBECCA SCOTT CARE TEAM NURSE 40.00 X 135569 0 7295 1984116 0 149366 16 0 1 0 STROMBERG ARCHITECTURE 1821 5TH STREET BERKELEY CA 94710 ARCHITECT SERVICES 126339 1 2517006 664266 96446 3181272 MEDICAL FEES 339110 3839770 3839770 OTHER REVENUE 456199 209515 209515 4049285 63 63 7230620 4049285 0 63 1076421 250418 777601 48402 3715321 2305384 1409890 47 64039 43503 20536 458121 261274 192794 4053 330520 177775 149475 3270 1380 736 629 15 36000 19196 16402 402 217353 203794 13195 364 1349 494 855 133124 88139 42712 2273 270603 184111 82101 4391 167634 110224 55293 2117 16393 7862 7340 1191 10231 5730 4384 117 46043 15471 30275 297 107688 72707 33863 1118 27154 16667 10215 272 SUPPLIES 369145 368008 1137 OUTREACH AND ENROLLMENT 111365 111365 LABORATORY FEES 57714 57714 STAFF RECRUITMENT 35781 31698 4083 75076 60614 13852 610 7328455 4392390 2866271 69794 563094 539313 64172 0 337952 296549 691942 558489 90329 74463 55746 49251 4638405 643927 3306426 3994478 170000 170000 269517 245874 5549178 5928417 953488 900072 0 62500 0 495218 282167 254939 1235655 1712729 X 3674002 3984000 639521 231688 4313523 4215688 5549178 5928417 -97835 0 X 0 1 X 1 1 1 X 1556649 2381052 3373235 3280061 3181272 13772269 1556649 2381052 3373235 3280061 3181272 13772269 13772269 1106 1352 63 2521 13774790 19215334 0.99980 0.93440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1534018 1534018 232532 17052 215480 357408 357408 0 377282 269467 107815 2137165 2137165 3994478 LEASE LIABILITIES 254939 254939 X 7230520 0 7230520 100 100 7230620 7328355 0 7328355 100 100 7328455 PART X, LINE 2: AVH DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2024, AVH HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. AVH'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE. PART XI, LINE 4B - OTHER ADJUSTMENTS: STOCK DONATION ADJUSTMENT PART XII, LINE 4B - OTHER ADJUSTMENTS: STOCK DONATION ADJUSTMENT X X X 0 0 0 0 0 0 0 0 0 JAMES MURPHY PHYSICIAN 271116 0 0 0 0 0 0 0 372 0 271488 0 0 0 KEVIN GARVIN DENTAL DIRECTOR 220160 0 0 0 0 0 11306 0 12391 0 243857 0 0 0 DEBBIE HOWELL CEO 196506 0 0 0 0 0 10099 0 12391 0 218996 0 0 0 JENINE SAUNDERS CFO 185204 0 0 0 0 0 9209 0 11091 0 205504 0 0 0 MARTHA SCHWARTZ STAFF DENTIST 178619 0 0 0 0 0 5927 0 12391 0 196937 0 0 0 ELIZABETH PILE NURSE PRACTITIONER 172364 0 0 0 0 0 9391 0 12391 0 194146 0 0 0 CARY WHEELER CMO 168113 0 0 0 0 0 4250 0 8014 0 180377 0 0 0 SAMANTHA GUTHMAN COO 160914 0 0 0 0 0 0 0 6997 0 167911 0 0 0 KIRSTEN TELLEZ DIRECTOR OF DEVELOPMENT 154451 0 0 0 0 0 1788 0 372 0 156611 0 0 0 ERIKA WERELIUS-LANIOHAN DIRECTOR OF HUMAN RESOURCES 141100 0 0 0 0 0 1300 0 12391 0 154791 0 0 0 X 1 5227 FMV X 1574 91219 FMV 0 1 1 PART I, COLUMN (B): IN SCHEDULE M, PART I, COLUMN (B), THE ORGANIZATION IS REPORTING THE NUMBER OF STOCK CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) AND THE NUMBER OF MEDICAL ITEMS RECEIVED. PART I, LINE 32B: ORGANIZATION USED A STOCK DONATOR TO PROCESS AND SELL STOCK DONATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE MADE AVAILABLE TO THE BOARD FOR REVIEW PRIOR TO SUBMISSION IN E-FORM IF AVAILABLE OR IF NOT, IT WILL BE REVIEWED AT THE NEXT REGULAR BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM IS REQUIRED BY C-SUITE STAFF AND BOARD MEMBERS. THE CEO IS RESPONSIBLE FOR DISCLOSING POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR. IF A POSSIBLE CONFLICT OF INTEREST ARISES INVOLVING STAFF, THE CEO AND HR DIRECTOR DETERMINE WHETHER A CONFLICT EXISTS AND UPON ACTIONS TO BE TAKEN. THESE ACTIONS MAY INCLUDE A CHANGE OF ASSIGNMENTS AND MONITORING OF THE CONFLICT. IF THE POSSIBLE CONFLICT INVOLVES BOARD MEMBERS, THE BOARD DETERMINES WHETHER A CONFLICT EXISTS. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST INVOLVING BOARD MEMBERS, THEY MAY NOT VOTE NOR PARTICIPATE IN DISCUSSIONS REGARDING THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED FOLLOWING A PERFORMANCE REVIEW AND AS COMPARABLE TO PEERS AS OBTAINED THROUGH THE CALIFORNIA PRIMARY CARE ASSOCIATION ANNUAL SALARY SURVEY RESULTS. THE EXECUTIVE BOARD MEMBER COMMITTEE, CONSISTING OF CHAIR, VICE CHAIR, AND SECRETARY, LEADS THE CEO ANNUAL PERFORMANCE REVIEW PROCESS, CONFIRMS CURRENT ANNUAL SALARY, AND REVIEWS BOARD-APPROVED SALARY RANGES FOR THE CEO POSITION. THE BOARD OF DIRECTORS COMPLETES ANNUAL PERFORMANCE EVALUATION FORMS WHICH ARE REVIEWED BY THE EXECUTIVE COMMITTEE TO DETERMINE PERFORMANCE-BASED INCREASES. DELIBERATIONS AND DECISIONS ARE DOCUMENTED AND RECORDED IN A CLOSED BOARD MEETING. ALL EVALUATIONS, NOTES, AND A SUMMARY PRESENTED TO THE CEO ARE MAINTAINED IN THE CEO'S PERSONNEL FILE. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF OUR FINANCIAL AUDITS ARE AVAILABLE UPON REQUEST AT OUR OFFICES. THE CORPORATE BYLAWS AND THE CONFLICT OF INTEREST POLICY CONTAINED WITHIN ARE NOT AVAILABLE FOR PUBLIC INSPECTION.