Totals
- Total revenue
- $634,032
- Total expenses
- $381,001
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $563,034
- Investment income
- $0
- Other revenue
- $70,998
- Total assets, end of year
- $17,220,399
- Total liabilities, end of year
- $6,105,686
- Net assets or fund balances, end of year
- $11,114,713
- Program services expenses (Part IX)
- $381,001
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $381,001
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.
-
2a · Program service revenue: INTEREST ON LOANS
total $563,034 · related or exempt $563,034
-
11a · Other revenue: LOAN LOSS RESERVE CHAN
total $70,998 · related or exempt $70,998
-
11e · Other revenue, total
$70,998
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $6,722 · program services $6,722
-
11g · Fees: other
total $120,933 · program services $120,933
-
16 · Occupancy
total $167,935 · program services $167,935
-
24a · Other expenses: CPCA PAYROLL REIMBURSEM
total $80,719 · program services $80,719
-
24b · Other expenses: BANK & CREDIT CARD FEES
total $4,692 · program services $4,692
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,260,677 · end of year $76,272
-
2 · Savings and temporary cash investments
beginning of year $334,854 · end of year $7,255,792
-
7 · Other notes and loans receivable
beginning of year $13,771,913 · end of year $9,888,335
-
17 · Accounts payable and accrued expenses
end of year $12,000
-
23 · Secured mortgages and notes payable
beginning of year $7,423,570 · end of year $5,888,153
-
25 · Other liabilities
beginning of year $40,968 · end of year $205,533
-
27 · Net assets without donor restrictions
beginning of year $9,916,007 · end of year $10,139,814
-
28 · Net assets with donor restrictions
beginning of year $986,899 · end of year $974,899
Mission and programs · 2023
Mission
TO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION.
-
TO PROVIDE CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING FOR INFORMATION SYSTEMS AND CAPITAL NEEDS.
Expenses $381,001 · Revenue $563,034
-
CURRENT YEAR CHANGE IN LOAN LOSS RESERVE ASSOCIATED WITH PROVIDING CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING.
Revenue $70,998
-
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.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David LontokDAVID LONTOK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Paulo SoaresPAULO SOARES
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Julia LiouJULIA LIOU
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Corinne SanchezCORINNE SANCHEZ
VICE SPEAKER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Andrea Schwab-GalindoANDREA SCHWAB-GALINDO
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Rakesh PatelRAKESH PATEL
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Asa SatarianoASA SATARIANO
SPEAKER
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Benjamin FloresBENJAMIN FLORES
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Tory StarrTORY STARR
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Adel SyedADEL SYED
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Alvaro BallesterosALVARO BALLESTEROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Doreen BradshawDOREEN BRADSHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Jane GarciaJANE GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Britta GuerreroBRITTA GUERRERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Kerry HydashKERRY HYDASH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Kevin MattsonKEVIN MATTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Danielle MyersDANIELLE MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Tim RineTIM RINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Brandon ThornockBRANDON THORNOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
David VlietDAVID VLIET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Isabel BecerraISABEL BECERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Genevieve FilmardirossianGENEVIEVE FILMARDIROSSIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Franklin GonzalezFRANKLIN GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Virgina HedrickVIRGINA HEDRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Karen LauterbachKAREN LAUTERBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Louise McCarthyLOUISE MCCARTHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Andie PattersonANDIE PATTERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Graciela Soto-PerezGRACIELA SOTO-PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Pedro ToledoPEDRO TOLEDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Christy WardCHRISTY WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Francisco SilvaFRANCISCO SILVA
PRESIDENT & CHIEF EXECUTIVE OFFICER
- Total calculated
- $551,602
- From this org
- $0
- From related orgs
- $476,507
- Other
- $75,095
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $466,539 related
- Bonus
- $0
- Other
- $0 + $9,968 related
- Deferred
- $0 + $45,837 related
- Nontaxable benefits
- $0 + $29,258 related
- Filer's total
- $0 + $551,602 related
-
Ginger L SmithGINGER L SMITH
CHIEF OPERATING OFFICER
- Total calculated
- $278,603
- From this org
- $0
- From related orgs
- $253,584
- Other
- $25,019
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $252,384 related
- Bonus
- $0
- Other
- $0 + $1,200 related
- Deferred
- $0 + $12,757 related
- Nontaxable benefits
- $0 + $12,262 related
- Filer's total
- $0 + $278,603 related
-
Sonja SpowartSONJA SPOWART
CHIEF FINANCIAL OFFICER
- Total calculated
- $296,338
- From this org
- $0
- From related orgs
- $252,666
- Other
- $43,672
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $251,226 related
- Bonus
- $0
- Other
- $0 + $1,440 related
- Deferred
- $0 + $12,596 related
- Nontaxable benefits
- $0 + $31,076 related
- Filer's total
- $0 + $296,338 related
-
Joseph CachuelaJOSEPH CACHUELA
GENERAL COUNSEL
- Total calculated
- $264,417
- From this org
- $0
- From related orgs
- $231,425
- Other
- $32,992
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $230,225 related
- Bonus
- $0
- Other
- $0 + $1,200 related
- Deferred
- $0 + $11,511 related
- Nontaxable benefits
- $0 + $21,481 related
- Filer's total
- $0 + $264,417 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 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 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 COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION.
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) · LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS AND NETWORKS · CA
-
501(C)(4) · ADVOCATE FOR POLICIES THAT PRESERVE AND ENHANCE THE ABILITY OF COMMUNITY · CA
Directly controlled by CALIFORNIA PRIMARY CARE ASSOCIATION 94-3215565
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500499349301920
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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