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← CALIFORNIAHEALTH PLUS ADVOCATES

Form 990 for tax year 2024

Filed by CALIFORNIAHEALTH PLUS ADVOCATES.

Totals

Total revenue
$4,268,892
Total expenses
$4,372,375
Contributions and grants received
$3,415,234
Grants paid
$0
Program service revenue
$839,849
Investment income
$7
Other revenue
$13,802
Total assets, end of year
$2,791,276
Total liabilities, end of year
$1,830,614
Net assets or fund balances, end of year
$960,662
Program services expenses (Part IX)
$4,372,375
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,372,375

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $974,398

  • 1f · All other contributions, gifts and grants

    $2,440,836

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $839,849 · related or exempt $839,849

  • 3 · Investment income

    total $7 · excluded $7

  • 11a · Other revenue: OTHER INCOME

    total $13,802 · related or exempt $13,802

  • 11e · Other revenue, total

    $13,802

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $161,331 · program services $161,331

  • 11c · Fees: accounting

    total $4,205 · program services $4,205

  • 11d · Fees: lobbying

    total $552,300 · program services $552,300

  • 11g · Fees: other

    total $2,611,559 · program services $2,611,559

  • 13 · Office expenses

    total $895 · program services $895

  • 14 · Information technology

    total $1,089 · program services $1,089

  • 16 · Occupancy

    total $21 · program services $21

  • 17 · Travel

    total $468 · program services $468

  • 19 · Conferences, conventions and meetings

    total $62,898 · program services $62,898

  • 24a · Other expenses: CPCA PAYROLL REIMBURSEM

    total $787,976 · program services $787,976

  • 24b · Other expenses: INDIRECT EXPENSE ALLOCA

    total $174,774 · program services $174,774

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $14,859 · program services $14,859

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,383,584 · end of year $1,031,070

  • 4 · Accounts receivable

    beginning of year $34,931 · end of year $29,532

  • 9 · Prepaid expenses and deferred charges

    beginning of year $991 · end of year $11,864

  • 15 · Other assets

    beginning of year $917,731 · end of year $1,718,810

  • 17 · Accounts payable and accrued expenses

    beginning of year $34,412 · end of year $234,188

  • 19 · Deferred revenue

    end of year $25,866

  • 25 · Other liabilities

    beginning of year $1,238,680 · end of year $1,570,560

  • 27 · Net assets without donor restrictions

    beginning of year -$110,855 · end of year -$7,106

  • 28 · Net assets with donor restrictions

    beginning of year $1,175,000 · end of year $967,768

Mission and programs · 2024

Mission

CPCA ADVOCATES, THE ADVOCACY AFFILIATE OF THE CALIFORNIA PRIMARY CARE ASSOCIATION (CPCA) ADVOCATES ON BEHALF OF OVER 1,300 CALIFORNIA COMMUNITY HEALTH CENTERS (CHCS), IS DEDICATED TO ADVANCING THE MISSION OF CHCS THROUGH STATE AND FEDERAL ADVOCACY.

Activities or mission (Part I)

TO PROMOTE AND FACILITATE EQUAL ACCESS TO QUALITY HEALTH CARE FOR INDIVIDUALS AND FAMILIES THROUGHOUT CALIFORNIA THROUGH ORGANIZED PRIMARY HEALTH CARE CLINICS AND CLINIC NETWORKS.

  • ADVOCATED ON BEHALF OF COMMUNITY HEALTH CENTERS AND CLINICS TO PASS FOUR SIGNIFICANT PIECES OF LEGISLATION TO HELP SUPPORT THE CLINIC WORKFORCE AND FUTURE GROWTH. AB 2860 AND AB 2864 FOCUSED ON EXPANDING THE MEXICAN PHYSICIAN PROGRAM TO ALLOW MORE PHYSICIANS TRAINED IN MEXICO TO COME WORK AT OUR CHCS AND PROVIDE CARE TO PATIENTS IN THEIR COMMUNITIES. ADDITIONALLY, AB 2703 RESOLVED A LONGSTANDING ISSUE RELATING TO CHCS BEING REQUIRED TO SEEK A SCOPE OF SERVICE CHANGE WHEN BRINGING ON A LMFTS; THE BILL NOW ALLOWS A CHC TO HAVE THE OPTION OF PURSUING A CHANGE IN SCOPE. FINALLY, SB 1382 WILL GIVE CHCS THE OPPORTUNITY TO ADDRESS ANOTHER LONGSTANDING ISSUE RELATING TO BUILDING STANDARDS IN HOPES OF REMOVING BARRIERS FOR FUTURE GROWTH AND TO PROVIDE MORE ACCESS TO CARE.

    Expenses $4,372,375 · Revenue $853,651

  • CPCA ADVOCATES WAS ABLE TO SAVE APPROXIMATELY $309M IN CUTS IN THE CALIFORNIA STATE BUDGET WITH ITS ADVOCACY. THE STATE WAS FACED WITH A SEVERE BUDGET DEFICIT AND WAS LOOKING AT MAKING DRASTIC CUTS IMPACTING CHCS. OUR ADVOCACY PREVENTED MANY HARMFUL CUTS AND PRESERVED FUNDING FOR CHCS, PARTICULARLY THE FUNDING TO SUPPORT OUR 340B SUPPLEMENTAL PAYMENT POOL.

  • CPCA ADVOCATES LAUNCHED A PUBLIC AWARENESS CAMPAIGN, "CALIFORNIA COMMUNITY HEALTH CENTERS AND CLINICS, CARING FOR EVERY PATIENT, STRENGTHENING EVERY COMMUNITY," THAT DEVELOPED A 30 SECOND SPOT AND 15 SECOND SPOT THAT RAN ON DIGITAL PLATFORMS, HIGHLIGHTING THE BENEFITS OF COMMUNITY HEALTH CENTERS.

As filed on the 2024 return.

Listed in Part VII

  • Paulo Soares

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • Rakesh Patel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Britta Guerrero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Berenice Nunez Constant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ben Avey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Timothy Fraser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lisa Maas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Yamilet Valladolid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anthony White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Francisco Silva

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $677,690
    From this org
    $0
    From related orgs
    $590,276
    Other
    $87,414
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $473,929 related
    Bonus
    $0 + $109,620 related
    Other
    $0 + $6,727 related
    Deferred
    $0 + $50,730 related
    Nontaxable benefits
    $0 + $36,684 related
    Filer's total
    $0 + $677,690 related
  • Ginger L Smith

    CHIEF OPERATING OFFICER

    Total calculated
    $281,260
    From this org
    $0
    From related orgs
    $256,076
    Other
    $25,184
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,876 related
    Bonus
    $0
    Other
    $0 + $1,200 related
    Deferred
    $0 + $12,215 related
    Nontaxable benefits
    $0 + $12,969 related
    Filer's total
    $0 + $281,260 related
  • Sonja Spowart

    CHIEF FINANCIAL OFFICER

    Total calculated
    $302,021
    From this org
    $0
    From related orgs
    $256,317
    Other
    $45,704
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,877 related
    Bonus
    $0
    Other
    $0 + $1,440 related
    Deferred
    $0 + $11,942 related
    Nontaxable benefits
    $0 + $33,762 related
    Filer's total
    $0 + $302,021 related
  • Joseph Cachuela

    GENERAL COUNSEL

    Total calculated
    $276,178
    From this org
    $0
    From related orgs
    $242,374
    Other
    $33,804
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,174 related
    Bonus
    $0
    Other
    $0 + $1,200 related
    Deferred
    $0 + $11,256 related
    Nontaxable benefits
    $0 + $22,548 related
    Filer's total
    $0 + $276,178 related
  • Dennis Cuevas Romero

    VP OF HEALTH GOVERNMENT AFFAIRS

    Total calculated
    $226,575
    From this org
    $0
    From related orgs
    $188,471
    Other
    $38,104
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,271 related
    Bonus
    $0
    Other
    $0 + $1,200 related
    Deferred
    $0 + $9,058 related
    Nontaxable benefits
    $0 + $29,046 related
    Filer's total
    $0 + $226,575 related
  • Lindsey Freitas-Norman

    VP OF CIVIC ENGAGEMENT & COMMUNITY AFFAIRS

    Total calculated
    $206,161
    From this org
    $0
    From related orgs
    $169,113
    Other
    $37,048
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,488 related
    Bonus
    $0
    Other
    $0 + $625 related
    Deferred
    $0 + $7,922 related
    Nontaxable benefits
    $0 + $29,126 related
    Filer's total
    $0 + $206,161 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 COMMITTEES, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION.
PART I, LINE 5
BONUSES GIVEN TO CEO AND SELECT SENIOR LEADERSHIP MEMBERS BASED ON NET INCOME OF FISCAL YEAR FOR ALL THREE RELATED ENTITIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CALIFORNIA PRIMARY CARE ASSOCIATION

    501(C)(3) · TO LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS, AND NETWORKS · CA

  • CPCA VENTURES

    501(C)(3) · TO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE · CA

    Directly controlled by CALIFORNIA PRIMARY CARE ASSOCIATION

Provenance

Return type
form_990
Tax year
2024
Filed
15 February 2026
IRS schema version
2024v5.5
Source object
202630489349301013

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