Form 990 for tax year 2023
Filed by CALIFORNIA PRIMARY CARE ASSOCIATION.
Totals
- Total revenue
- $18,644,298
- Total expenses
- $23,770,765
- Contributions and grants received
- $10,583,832
- Grants paid
- $7,788,926
- Program service revenue
- $7,280,106
- Investment income
- $125,104
- Other revenue
- $655,256
- Total assets, end of year
- $26,296,120
- Total liabilities, end of year
- $6,679,558
- Net assets or fund balances, end of year
- $19,616,562
- Program services expenses (Part IX)
- $21,438,836
- Management and general expenses
- $2,331,929
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,438,836
Program services were 90.2% 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.
-
1e · Government grants (contributions)
$8,826,391
-
1f · All other contributions, gifts and grants
$1,757,441
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,608,379 · related or exempt $2,608,379
-
2b · Program service revenue: CLINIC OPERATION SUPPORT
total $1,738,585 · related or exempt $1,738,585
-
2c · Program service revenue: CONFERENCES
total $1,626,512 · related or exempt $1,626,512
-
2d · Program service revenue: TRAINING & WORKSHOPS
total $1,306,630 · related or exempt $1,306,630
-
3 · Investment income
total $125,104 · excluded $125,104
-
11a · Other revenue: PAYROLL REIMBURSEMENT - RELATED O
total $582,541 · related or exempt $582,541
-
11b · Other revenue: OTHER - RELATED
total $72,715 · related or exempt $72,715
-
11e · Other revenue, total
$655,256
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,788,926 · program services $7,788,926
-
5 · Compensation of officers, directors and key employees
total $1,962,887 · program services $1,665,672 · management and general $297,215
-
6 · Compensation of disqualified persons
total $5,362,589 · program services $4,551,834 · management and general $810,755
-
8 · Pension plan contributions
total $256,593 · program services $217,274 · management and general $39,319
-
9 · Other employee benefits
total $1,014,841 · program services $859,617 · management and general $155,224
-
10 · Payroll taxes
total $483,404 · program services $409,329 · management and general $74,075
-
11b · Fees: legal
total $145,087 · program services $122,829 · management and general $22,258
-
11c · Fees: accounting
total $61,129 · program services $51,751 · management and general $9,378
-
11g · Fees: other
total $1,894,737 · program services $1,712,605 · management and general $182,132
-
12 · Advertising and promotion
total $30,779 · program services $26,205 · management and general $4,574
-
13 · Office expenses
total $420,587 · program services $354,877 · management and general $65,710
-
14 · Information technology
total $296,432 · program services $250,956 · management and general $45,476
-
16 · Occupancy
total $396,343 · program services $336,205 · management and general $60,138
-
17 · Travel
total $188,677 · program services $158,118 · management and general $30,559
-
19 · Conferences, conventions and meetings
total $1,312,448 · program services $1,102,159 · management and general $210,289
-
22 · Depreciation, depletion and amortization
total $281,144 · program services $255,804 · management and general $25,340
-
23 · Insurance
total $13,166 · program services $11,149 · management and general $2,017
-
24a · Other expenses: DUES, PUBS, AND SUBSCR.
total $1,860,996 · program services $1,563,526 · management and general $297,470
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,282,147 · end of year $751,752
-
2 · Savings and temporary cash investments
beginning of year $1,231,177 · end of year $7,411,279
-
3 · Pledges and grants receivable
beginning of year $15,671,953 · end of year $11,393,090
-
4 · Accounts receivable
beginning of year $423,414 · end of year $559,008
-
9 · Prepaid expenses and deferred charges
beginning of year $467,733 · end of year $351,644
-
10a · Land, buildings and equipment: cost or other basis
$7,060,138
-
10b · Land, buildings and equipment: accumulated depreciation
$3,655,940
-
10c · Land, buildings and equipment, net
beginning of year $3,578,401 · end of year $3,404,198
-
12 · Investments: other securities
beginning of year $926,179 · end of year $980,936
-
15 · Other assets
beginning of year $180,969 · end of year $1,444,213
-
17 · Accounts payable and accrued expenses
beginning of year $1,007,342 · end of year $1,530,749
-
19 · Deferred revenue
beginning of year $384,350 · end of year $1,684,475
-
23 · Secured mortgages and notes payable
beginning of year $2,738,535 · end of year $2,546,603
-
25 · Other liabilities
beginning of year $135,343 · end of year $917,731
-
27 · Net assets without donor restrictions
beginning of year $5,864,976 · end of year $5,993,598
-
28 · Net assets with donor restrictions
beginning of year $18,631,427 · end of year $13,622,964
Mission and programs · 2023
Mission
TO LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS, AND NETWORKSTHROUGH ADVOCACY, EDUCATION AND SERVICES AS KEY PLAYERS IN THE HEALTHCARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES.
Activities or mission (Part I)
POSITION COMMUNITY HEALTH CLINICS TO BE KEY PLAYERS IN THE HEALTH CARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES.
-
LEAD AND POSITION ITS MEMBER COMMUNITY CLINICS AND HEALTH CENTERS AND NETWORKS THROUGH ADVOCACY, EDUCATION, AND SERVICES AS KEY PLAYERS IN THE HEALTH CARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES. STRENGTHENS THE OPERATIONAL EFFICIENCY AND MARKETPLACE COMPETITIVENESS BY PROVIDING TRAINING, TECHNICAL ASSISTANCE AND EDUCATIONAL PROGRAMS FOR COMMUNITY CLINICS AND HEALTH CENTERS AND THEIR STAFFS.
Expenses $21,414,426 · Grants $7,788,926 · Revenue $7,935,362
-
PROVIDES LEGISLATIVE AND ADMINISTRATIVE SUPPORT TO COMMUNITY CLINICS, HEALTH CENTERS AND CLINIC NETWORKS.
Expenses $24,410
As filed on the 2023 return.
Listed in Part VII
-
DAVID LONTOK
SECRETARY
- Total calculated
- $0
- Hours/week
- 4 + 1 related
-
PAULO SOARES
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
JULIA LIOU
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
CORINNE SANCHEZ
VICE SPEAKER
- Total calculated
- $0
- Hours/week
- 4 + 1 related
-
ANDREA SCHWAB-GALINDO
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 3 + 0.5 related
-
RAKESH PATEL
CHAIR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
ASA SATARIANO
SPEAKER
- Total calculated
- $0
- Hours/week
- 3 + 0.5 related
-
BENJAMIN FLORES
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 3 + 0.5 related
-
TORY STARR
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 3 + 0.5 related
-
ADEL SYED
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
ALVARO BALLESTEROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
DOREEN BRADSHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
JANE GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
BRITTA GUERRERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
KERRY HYDASH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
KEVIN MATTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
DANIELLE MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
TIM RINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
BRANDON THORNOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
DAVID VLIET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
ISABEL BECERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
GENEVIEVE FILMARDIROSSIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
FRANKLIN GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
VIRGINA HEDRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
KAREN LAUTERBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
LOUISE MCCARTHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
ANDIE PATTERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
GRACIELA SOTO-PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
PEDRO TOLEDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
CHRISTY WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 0.5 related
-
FRANCISCO SILVA
PRESIDENT & CHIEF EXECUTIVE OFFICER
- Total calculated
- $551,602
- From this org
- $476,507
- From related orgs
- $0
- Other
- $75,095
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $466,539
- Bonus
- $0
- Other
- $9,968
- Deferred
- $45,837
- Nontaxable benefits
- $29,258
- Filer's total
- $551,602
-
GINGER L SMITH
CHIEF OPERATING OFFICER
- Total calculated
- $278,603
- From this org
- $253,584
- From related orgs
- $0
- Other
- $25,019
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $252,384
- Bonus
- $0
- Other
- $1,200
- Deferred
- $12,757
- Nontaxable benefits
- $12,262
- Filer's total
- $278,603
-
SONJA SPOWART
CHIEF FINANCIAL OFFICER
- Total calculated
- $296,338
- From this org
- $252,666
- From related orgs
- $0
- Other
- $43,672
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $251,226
- Bonus
- $0
- Other
- $1,440
- Deferred
- $12,596
- Nontaxable benefits
- $31,076
- Filer's total
- $296,338
-
JOSEPH CACHUELA
GENERAL COUNSEL
- Total calculated
- $264,417
- From this org
- $231,425
- From related orgs
- $0
- Other
- $32,992
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $230,225
- Bonus
- $0
- Other
- $1,200
- Deferred
- $11,511
- Nontaxable benefits
- $21,481
- Filer's total
- $264,417
-
DAVID ORANGE
SENIOR VP OF JUSTICE, EQUITY,DIVERSITY & INCLUSION
- Total calculated
- $266,809
- From this org
- $225,666
- From related orgs
- $0
- Other
- $41,143
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,466
- Bonus
- $0
- Other
- $1,200
- Deferred
- $11,244
- Nontaxable benefits
- $29,899
- Filer's total
- $266,809
-
CYNTHIA KELTNER
VP OF HEALTH ACCESS & QUALITY
- Total calculated
- $223,234
- From this org
- $179,151
- From related orgs
- $0
- Other
- $44,083
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,951
- Bonus
- $0
- Other
- $1,200
- Deferred
- $8,961
- Nontaxable benefits
- $35,122
- Filer's total
- $223,234
-
DENNIS CUEVAS ROMERO
VP OF HEALTH GOVERNMENT AFFAIRS
- Total calculated
- $211,483
- From this org
- $175,187
- From related orgs
- $0
- Other
- $36,296
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $173,987
- Bonus
- $0
- Other
- $1,200
- Deferred
- $8,699
- Nontaxable benefits
- $27,597
- Filer's total
- $211,483
-
CHRISTINA HICKS
VP OF OPERATIONS & GOVERNANCE
- Total calculated
- $202,482
- From this org
- $175,565
- From related orgs
- $0
- Other
- $26,917
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,365
- Bonus
- $0
- Other
- $1,200
- Deferred
- $8,792
- Nontaxable benefits
- $18,125
- Filer's total
- $202,482
-
KEARSTEN SHEPHERD
VP OF DEVELOPMENT & EXTERNAL RELATIONS
- Total calculated
- $201,504
- From this org
- $174,675
- From related orgs
- $0
- Other
- $26,829
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,475
- Bonus
- $0
- Other
- $1,200
- Deferred
- $8,749
- Nontaxable benefits
- $18,080
- Filer's total
- $201,504
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
- 4a · Severance or change-of-control payment
Answered no
- 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 4A
- DAVID ORANGE, SVP, RECEIVED A SEVERANCE PACKAGE IN THE AMOUNT OF $172,060.37.
- PART I, SEVERANCE PAYMENT
- PURSUANT TO THE TERMS OF THE WRITTEN SEVERANCE AGREEMENT, THE GROSS SEVERANCE AMOUNT WAS PAID IN A SINGLE LUMP SUM AFTER THE APPLICABLE SEVEN-DAY REVOCATION PERIOD WAS EXHAUSTED. THE GROSS SEVERANCE AMOUNT WAS TREATED AS WAGES AND REDUCED BY APPLICABLE STATUTORY AND PAYROLL DEDUCTIONS. AS ADDITIONAL CONSIDERATION, REIMBURSEMENT OF HEALTH INSURANCE PREMIUMS (COBRA) FOR A SPECIFIED SIX-MONTH PERIOD WAS PROVIDED IN THE WRITTEN AGREEMENT. THE AGREEMENT CONTAINED OTHER STANDARD RELEASE, DISCLOSURE, AND ENFORCEMENT PROVISIONS.
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
-
$1,152,706
BPHC:BPHC RAC 22/23
-
$739,786
THE CALIFORNIA ENDOWMENT:CIVIC ENGAGEMENT
-
BPHC:BPHC RAC 22/23
-
BPHC:BPHC RAC 23/24
-
$415,247
BPHC:BPHC RAC 22/23
-
$402,268
DHCS HEALTH NAVIGATOR PROGRAM
-
REDWOOD COMMUNITY HEALTH COALITION
$394,775
BPHC:BPHC RAC 22/23
-
$300,000
OPERATIONAL GRANT
-
BPHC:BPHC RAC 22/23
-
$275,963
BPHC:BPHC RAC 22/23
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(3) · PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES · CA
Directly controlled by CALIFORNIA PRIMARY CARE ASSOCIATION
-
501(C)(4) · ADVOCATE FOR POLICIES THAT PRESERVE AND ENHANCE THE ABILITY OF COMMUNITY · CA
Directly controlled by CALIFORNIA PRIMARY CARE ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500499349300045
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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