2025-05-14T21:36:06-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 943312377 FRIENDS OF LIFELONG MEDICAL CARE FRIE 5109814100 2344 SIXTH STREET BERKELEY CA 94710 BRENT COPEN MPA CFO 5109814100 2025-05-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-05-14 2023 2025-03-06 01:10:19Z CECILIA AVILES 2344 SIXTH STREET BERKELEY CA 94710 804107 0 X WWW.LIFELONGMEDICAL.ORG X 1999 CA TO OBTAIN FINANCING FOR, AND HOLD TITLE TO, PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATION, LIFELONG MEDICAL CARE, FOR THE PROVISION OF HEALTHCARE SERVICES. 4 3 0 3 0 0 0 0 792000 792000 6955 12107 0 0 798955 804107 0 600000 0 0 0 0 0 0 0 2021259 2015623 2021259 2615623 -1222304 -1811516 27344397 25609794 24818496 24895409 2525901 714385 TO OBTAIN FINANCING FOR, AND HOLD TITLE TO, PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATION, LIFELONG MEDICAL CARE, FOR THE PROVISION OF HEALTHCARE SERVICES. 0 0 2608918 600000 792000 FRIENDS OF LIFELONG MEDICAL CARE OBTAINED FINANCING FOR, AND HOLDS TITLE TO, PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATION, LIFELONG MEDICAL CARE, FOR THE PROVISION OF HEALTHCARE SERVICES. 2608918 1 0 0 0 0 0 0 0 0 0 1 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 4 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BRENT COPEN 5109814100 2344 SIXTH STREET BERKELEY CA 94710 DAVID VLIET MBA PRESIDENT 1.00 41.00 X X 0 376490 13221 JAMES JOHNSON VICE PRESIDENT 1.00 2.00 X X 0 0 0 WILLIAM SAVIDGE SECRETARY 1.00 0.00 X X 0 0 0 PHIL KAMLARZ TREASURER 1.00 2.00 X X 0 0 0 BRENT COPEN MPA CHIEF FINANCIAL OFFICER 1.00 41.00 X 0 335510 3150 0 712000 16371 0 0 1 0 0 RENTAL INCOME - LIFELO 532000 792000 792000 792000 12107 12107 804107 792000 0 12107 600000 600000 6445 6445 66000 66000 60 60 6194 6194 445063 445063 1491661 1491661 TAXES, LICENSES, & REGI 200 200 2615623 2608918 6705 0 1027988 755248 840209 852315 30559889 6557658 25476200 24002231 27344397 25609794 24153487 24355000 665009 540409 24818496 24895409 X 2525901 714385 0 0 2525901 714385 27344397 25609794 -1811516 0 X 0 1 X 1 0 X X 1 LIFELONG MEDICAL CARE 942502308 7 1 600000 792000 1 600000 792000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G, COLUMN (VI) THE ORGANIZATION HOLDS TITLE TO, AND LEASES TO ITS SUPPORTED ORGANIZATION, PROPERTY FOR USE WITHIN ITS CHARITABLE OPERATIONS TO SUPPORT THE PROVISION OF HEALTHCARE SERVICES TO THE COMMUNITIES IT SERVES. 680000 680000 26995776 4775789 22219987 2884113 1781869 1102244 24002231 DUE TO LIFELONG MEDICAL CARE 474409 SECURITY DEPOSITS 66000 540409 X PART X, LINE 2: LIFELONG HAS BEEN RECOGNIZED BY THE INTERNAL REVENUES SERVICE AS A NON-PROFIT CORPORATION AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SEC. 501(A) OF THE IRC AND CALIFORNIA REVENUE AND TAXATION CODE SEC. 23701(D). LIFELONG UTILIZES A TWO-STEP APPROACH TO RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON AUDIT. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT AS THE LARGEST AMOUNT, WHICH IS MORE THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF JUNE 30, 2024, THERE WERE NO LIABILITIES RECORDED FOR UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN IN THE CURRENT YEAR. LIFELONG'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY ARE FILED HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR TAX PERIODS IN PROGRESS. 1 LIFELONG MEDICAL CARE 2344 SIXTH STREET BERKELEY CA 94710 942502308 501(C)(3) 600000 0 TO SUPPORT PROVISION OF HEALTHCARE SERVICES. 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS SOLELY TO ITS SUPPORTED ORGANIZATION, LIFELONG MEDICAL CARE; PROPER USE OF GRANT FUNDS IS MONITORED THROUGH OVERLAPPING MANAGEMENT AND BOARD OF DIRECTORS OF BOTH ENTITIES. 0 0 0 0 0 0 0 0 0 DAVID VLIET MBA PRESIDENT 0 375690 0 800 0 0 0 0 0 13221 0 389711 0 0 BRENT COPEN MPA CHIEF FINANCIAL OFFICER 0 315010 0 20500 0 0 0 3150 0 0 0 338660 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT IS COMPENSATED BY LIFELONG MEDICAL CARE, FRIENDS OF LIFELONG MEDICAL CARE'S SUPPORTED ORGANIZATION AND A RELATED ORGANIZATION. LIFELONG MEDICAL CARE UTILIZES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINES A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, FRIENDS OF LIFELONG MEDICAL CARE HAS ONE SOLE MEMBER: LIFELONG MEDICAL CARE. FORM 990, PART VI, SECTION A, LINE 7A THE PERSONS REPRESENTING THE EXECUTIVE COMMITTEE OF LIFELONG MEDICAL CARE ARE ENTITLED TO DESIGNATE ALL DIRECTORS OF FRIENDS OF LIFELONG MEDICAL CARE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT, AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS COVERED BY THE CONFLICT OF INTEREST POLICY OF LIFELONG MEDICAL CARE, WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS. UNDER THE POLICY, EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE FORM DISCLOSING ANY CONFLICTS. UPON WRITTEN DISCLOSURE OF A CONFLICT, THE CONFLICT WILL BE REVIEWED BY INDEPENDENT PERSONS; DURING THIS TIME, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION, SELECTION, APPROVAL, AWARD OR ADMINISTRATION OF SUCH TRANSACTION. IN MAKING A DETERMINATION OF WHETHER TO PROCEED WITH A PROPOSED TRANSACTION, THE BOARD OR DESIGNATED BODY THEREOF MAY INVESTIGATE ALTERNATIVE COMPETITIVE BIDS OR CONDUCT A COMPARABLE VALUATION TO DETERMINE THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY COMPENSATED EMPLOYEES; ACCORDINGLY, FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BEEN ANSWERED "NO". FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LIFELONG MEDICAL CARE 2344 SIXTH STREET BERKELEY CA 94710 942502308 HEALTHCARE SERVICES CA 501(C)(3) LINE 7 N/A 0 EAST BAY COMMUNITY RECOVERY FUND 2579 SAN PABLO AVENUE OAKLAND CA 94612 611519252 SERVICES FOR MENTAL HEALTH, SUBSTANCE USE, AFFORDABLE HOUSING CA 501(C)(3) LINE 12A, I LIFELONG MEDICAL CARE 0 0 1 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0