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Nonprofiteer
← CALPACE

Form 990 for tax year 2022

Filed by CALPACE.

Totals

Total revenue
$1,163,054
Total expenses
$1,001,942
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,163,054
Investment income
$0
Other revenue
$0
Total assets, end of year
$409,497
Total liabilities, end of year
$122,435
Net assets or fund balances, end of year
$287,062
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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: ISAT FEES

    total $7,300 · related or exempt $7,300

  • 2b · Program service revenue: Membership Dues & Assessments

    total $1,041,548 · related or exempt $1,041,548

  • 2c · Program service revenue: MEMBERSHIP EVENTS

    total $114,206 · related or exempt $114,206

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $74,180

  • 5 · Compensation of officers, directors and key employees

    total $323,320

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $116,369

  • 8 · Pension plan contributions

    total $3,621

  • 9 · Other employee benefits

    total $9,983

  • 10 · Payroll taxes

    total $32,691

  • 11a · Fees: management

    total $5,280

  • 11b · Fees: legal

    total $5,503

  • 11c · Fees: accounting

    total $20,800

  • 11d · Fees: lobbying

    total $93,426

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $139,672

  • 12 · Advertising and promotion

    total $2,540

  • 13 · Office expenses

    total $9,338

  • 14 · Information technology

    total $10,217

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $42,575

  • 17 · Travel

    total $28,411

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $49,581

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,804

  • 23 · Insurance

    total $2,552

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $15,688

  • 24b · Other expenses: MERCHANT FEES

    total $7,920

  • 24c · Other expenses: LICENSE & FEES

    total $3,871

  • 24d · Other expenses: CONTRIBUTIONS

    total $2,600

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $240,888 · end of year $396,327

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $5,500 · end of year $2,250

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $642 · end of year $3,895

  • 10a · Land, buildings and equipment: cost or other basis

    $13,672

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,648

  • 10c · Land, buildings and equipment, net

    beginning of year $8,828 · end of year $7,024

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $1

  • 17 · Accounts payable and accrued expenses

    beginning of year $94,408 · end of year $122,435

  • 19 · Deferred revenue

    beginning of year $35,500

  • 27 · Net assets without donor restrictions

    beginning of year $125,950 · end of year $287,062

Mission and programs · 2022

Mission

TO EXPAND COMPREHENSIVE HEALTH SERVICES TO THE FRAIL AND ELDERLY THROUGH THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE).

  • MONITORING AND ANALYSIS OF LEGISLATIVE AND REGULATORY ISSUES INCLUDING ACTIVITIES THAT IMPACT SENIOR HEALTH CARE AND LONG-TERM CARE; AND PROVIDING EDUCATIONAL FORUMS FOR MEMBERS ON ISSUES THAT IMPACT SENIORS.

As filed on the 2022 return.

Listed in Part VII

  • Val Sheehan

    CEO

    Total calculated
    $168,137
    From this org
    $150,865
    From related orgs
    $0
    Other
    $17,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    $150,865
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $17,272
    Filer's total
    $168,137

  • Jennifer Blankenship

    COO

    Total calculated
    $155,183
    From this org
    $139,386
    From related orgs
    $0
    Other
    $15,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    $139,386
    Other
    not reported
    Deferred
    $7,458
    Nontaxable benefits
    $8,339
    Filer's total
    $155,183

  • Maria Zamora

    Chairman

    Total calculated
    $0
    Hours/week
    3

  • Eileen Kunz

    Vice Chairman

    Total calculated
    $0
    Hours/week
    2

  • Carol Hubbard

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Phil Tsunoda

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Julie Erdmann

    Director

    Total calculated
    $0
    Hours/week
    2

  • Melissa Hooven

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeff Gering

    Director

    Total calculated
    $0
    Hours/week
    2

  • Susie Fishenfeld

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joyita Garg

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rachel Koh

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rakesh Patel

    Director

    Total calculated
    $0
    Hours/week
    2

  • Monica Macias

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rena Smith

    Director

    Total calculated
    $0
    Hours/week
    2

  • Alicia Rodriguez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jason West

    Director

    Total calculated
    $0
    Hours/week
    2

  • Amy Shin

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeanette Williams

    Director

    Total calculated
    $0
    Hours/week
    2

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 March 2024
IRS schema version
2022v5.0
Source object
202420749349301247

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