Totals
- Total revenue
- $634,041
- Total expenses
- $1,387,823
- Contributions and grants received
- $0
- Grants paid
- $1,000,000
- Program service revenue
- $481,355
- Investment income
- $0
- Other revenue
- $152,686
- Total assets, end of year
- $18,367,444
- Total liabilities, end of year
- $7,464,538
- Net assets or fund balances, end of year
- $10,902,906
- Program services expenses (Part IX)
- $1,387,823
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,387,823
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 $481,355 · related or exempt $481,355
-
11a · Other revenue: LOAN LOSS RESERVE CHAN
total $152,686 · related or exempt $152,686
-
11e · Other revenue, total
$152,686
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,000,000 · program services $1,000,000
-
11c · Fees: accounting
total $100 · program services $100
-
11g · Fees: other
total $72,840 · program services $72,840
-
13 · Office expenses
total $10 · program services $10
-
16 · Occupancy
total $242,137 · program services $242,137
-
24a · Other expenses: CPCA PAYROLL REIMBURSEM
total $72,736 · program services $72,736
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,266,273 · end of year $4,260,677
-
2 · Savings and temporary cash investments
beginning of year $705,356 · end of year $334,854
-
7 · Other notes and loans receivable
beginning of year $16,689,758 · end of year $13,771,913
-
23 · Secured mortgages and notes payable
beginning of year $10,663,845 · end of year $7,423,570
-
25 · Other liabilities
beginning of year $340,854 · end of year $40,968
-
27 · Net assets without donor restrictions
beginning of year $10,657,789 · end of year $9,916,007
-
28 · Net assets with donor restrictions
beginning of year $998,899 · end of year $986,899
Mission and programs · 2022
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 $1,387,823 · Grants $1,000,000 · Revenue $481,355
-
CURRENT YEAR CHANGE IN LOAN LOSS RESERVE ASSOCIATED WITH PROVIDING CALIFORNIA COMMUNITY CLINICS AND HEALTH CENTERS ACCESS TO LOW-INTEREST FINANCING.
Revenue $152,686
-
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.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
FRANCISCO SILVA
PRESIDENT & CHIEF EXECUTIVE OFFICER
- Total calculated
- $393,014
- From this org
- $0
- From related orgs
- $335,637
- Other
- $57,377
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $329,425 related
- Bonus
- $0
- Other
- $0 + $6,212 related
- Deferred
- $0 + $36,972 related
- Nontaxable benefits
- $0 + $20,405 related
- Filer's total
- $0 + $393,014 related
-
SONJA SPOWART
CHIEF FINANCIAL OFFICER
- Total calculated
- $267,731
- From this org
- $0
- From related orgs
- $237,440
- Other
- $30,291
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $235,450 related
- Bonus
- $0
- Other
- $0 + $1,990 related
- Deferred
- $0 + $12,652 related
- Nontaxable benefits
- $0 + $17,639 related
- Filer's total
- $0 + $267,731 related
-
BRITTA GUERRERO
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
DAVID VLIET
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
DAVID LONTOK
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CHRISTY WARD
VICE SPEAKER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
PAULO SOARES
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
RAKESH PATEL
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
ANDREA SCHWAB-GALINDO
SPEAKER
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
MELISSA MARSHALL
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
ASA SATARIANO
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
LOUISE MCCARTHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
DOREEN BRADSHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
WARREN BRODINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
BENJAMIN FLORES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
ALVARO FUENTES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
JANE GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
FRANKLIN GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
KERRY HYDASH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
JULIA LIOU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
KEVIN MATTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
DANIELLE MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
JONATHAN PORTEUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
TIM RINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
CORINNE SANCHEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
GRACIELA SOTO-PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
RICHARD VELOZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
TORY STARR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
PEDRO TOLEDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
ADEL SYED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
LISA MAAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
YAMILET VALLADOLID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
ANTHONY WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 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 · 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 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
-
CALIFORNIA PRIMARY CARE ASSOCIATION
$1,000,000
GENERAL SUPPORT
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
-
CALIFORNIAHEALTH PLUS ADVOCATES
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
- 2022
- Filed
- 15 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440469349302834
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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