Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $129,811

• 1f · All other contributions, gifts and grants

  $57,135

• 3 · Investment income

  total $503,035 · excluded $503,035

• 8a · Fundraising events: gross income

  $149,953

• 8a · Fundraising events: contributions included on line 1c

  $129,811

• 8b · Fundraising events: direct expenses

  $149,953

• 8c · Net income from fundraising events

  total $0

• 11d · All other revenue

  total $4,143 · excluded $4,143

• 11e · Other revenue, total

  $4,143

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $140,000 · program services $140,000

• 11c · Fees: accounting

  total $4,154 · management and general $4,154

• 12 · Advertising and promotion

  total $2,175 · management and general $2,175

• 13 · Office expenses

  total $9,024 · management and general $9,024

• 20 · Interest

  total $540,061 · program services $540,061

• 24a · Other expenses: FUNDRAISING EXPENSES

  total $1,609 · management and general $1,609

• 24b · Other expenses: TAXES. LICENSES & DUES

  total $20 · management and general $20

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $396,035 · end of year $317,377

• 2 · Savings and temporary cash investments

  beginning of year $206,763 · end of year $3,000

• 7 · Other notes and loans receivable

  beginning of year $21,060,300 · end of year $21,060,300

• 9 · Prepaid expenses and deferred charges

  beginning of year $0 · end of year $5,500

• 23 · Secured mortgages and notes payable

  beginning of year $12,991,196 · end of year $12,598,976

• 25 · Other liabilities

  beginning of year $8,127,062 · end of year $8,245,280

• 27 · Net assets without donor restrictions

  beginning of year $544,840 · end of year $541,921

The filer's explanations (Part III)

PART I, LINE 3

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY HAS THE FOLLOWING POLICY IN PLACE: THE BOARD OF DIRECTORS HAS A PROCESS FOR REVIEWING AND APPROVING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICER ON A REGULAR BASIS TO DETERMINE IT IS FAIR AND REASONABLE WITH THE GOAL OF RETAINING EMPLOYEES AT COMPENSATION LEVELS WITHIN APPROPRIATE MARKET RANGE. THE PROCESS FOR DETERMINING THE COMPENSATION PAID TO THE CEO AND OTHER OFFICERS INCLUDES THE APPROVAL OF THE COMPENSATION ARRANGEMENT IN ADVANCE, BY THE BOARD OF DIRECTORS, WITH ALL PERSONS WITH A CONFLICT-OF-INTEREST ABSTAINING FROM THE BOARD'S DELIBERATION AND DISCUSSION. THE BOARD REVIEWS DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED NONPROFIT EXECUTIVES AT SIMILARLY SITUATED ENTITIES. THE DOCUMENTATION OF THE BOARD INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE OF APPROVAL, THE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND VOTE ON THE TRANSACTION, A DESCRIPTION OF THE COMPARABLE DATA AND HOW IT WAS OBTAINED, AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION.