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← UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY

Form 990 for tax year 2023

Filed by UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 27 February 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$206,071,192
Total expenses
$180,842,264
Contributions and grants received
$30,872,252
Grants paid
$48,735
Program service revenue
$169,117,923
Investment income
$1,673,729
Other revenue
$4,407,288
Total assets, end of year
$317,484,688
Total liabilities, end of year
$137,626,289
Net assets or fund balances, end of year
$179,858,399
Program services expenses (Part IX)
$147,994,888
Management and general expenses
$32,847,376
Fundraising expenses
$0
Program service expenses (Part III)
$147,994,888

Program services were 81.8% 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)

    $28,939,284

  • 1f · All other contributions, gifts and grants

    $1,932,968

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $127,663,527 · related or exempt $127,663,527

  • 2b · Program service revenue: PHARMACY 403(B) REVENUES

    total $19,694,891 · related or exempt $19,694,891

  • 2c · Program service revenue: CAPITATION REVENUES

    total $16,600,019 · related or exempt $16,600,019

  • 2d · Program service revenue: WELLNESS INCENTIVES

    total $4,357,149 · related or exempt $4,357,149

  • 2e · Program service revenue: PROGRAM OPERATIONS AFFILIATES, NE

    total $512,128 · related or exempt $512,128

  • 2f · All other program service revenue

    total $290,209 · related or exempt $290,209

  • 3 · Investment income

    total $1,694,979 · excluded $1,694,979

  • 6a · Gross rents

    real property $276,816

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $276,816

  • 6d · Net rental income or loss

    total $276,816 · excluded $276,816

  • 7a · Gross sales of assets other than inventory

    other assets $15,820

  • 7b · Less cost or other basis and sales expenses

    other assets $37,070

  • 7c · Gain or loss

    other assets -$21,250

  • 7d · Net gain or loss

    total -$21,250 · excluded -$21,250

  • 11a · Other revenue: INCENTIVE AND RELATED REV

    total $3,568,348 · related or exempt $3,568,348

  • 11d · All other revenue

    total $562,124 · excluded $562,124

  • 11e · Other revenue, total

    $4,130,472

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $48,735 · program services $48,735

  • 5 · Compensation of officers, directors and key employees

    total $2,368,656 · management and general $2,368,656

  • 7 · Other salaries and wages

    total $98,781,006 · program services $86,494,948 · management and general $12,286,058

  • 8 · Pension plan contributions

    total $2,179,136 · program services $1,900,939 · management and general $278,197

  • 9 · Other employee benefits

    total $12,575,350 · program services $10,802,507 · management and general $1,772,843

  • 10 · Payroll taxes

    total $5,444,455 · program services $4,659,723 · management and general $784,732

  • 11b · Fees: legal

    total $824,831 · management and general $824,831

  • 11c · Fees: accounting

    total $259,106 · program services $32,283 · management and general $226,823

  • 11g · Fees: other

    total $5,145,244 · program services $3,704,699 · management and general $1,440,545

  • 12 · Advertising and promotion

    total $526,139 · program services $6,136 · management and general $520,003

  • 13 · Office expenses

    total $3,915,787 · program services $2,771,404 · management and general $1,144,383

  • 14 · Information technology

    total $7,221,458 · program services $4,607,016 · management and general $2,614,442

  • 16 · Occupancy

    total $4,570,386 · program services $4,154,947 · management and general $415,439

  • 17 · Travel

    total $470,989 · program services $212,612 · management and general $258,377

  • 19 · Conferences, conventions and meetings

    total $68,881 · program services $3,878 · management and general $65,003

  • 20 · Interest

    total $3,736,738 · program services $3,712,739 · management and general $23,999

  • 22 · Depreciation, depletion and amortization

    total $10,713,417 · program services $9,643,946 · management and general $1,069,471

  • 23 · Insurance

    total $576,153 · program services $12,093 · management and general $564,060

  • 24a · Other expenses: CLINICAL SUPPLIES

    total $8,623,430 · program services $8,513,523 · management and general $109,907

  • 24b · Other expenses: PHARMACEUTICALS

    total $7,397,320 · program services $2,084,510 · management and general $5,312,810

  • 24c · Other expenses: LABORATORY COSTS/X-RAYS

    total $2,553,146 · program services $2,553,043 · management and general $103

  • 24d · Other expenses: LAUNDRY SERVICES

    total $545,719 · program services $530,733 · management and general $14,986

  • 24e · All other expenses

    total $2,296,182 · program services $1,544,474 · management and general $751,708

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $66,168,113 · end of year $77,564,933

  • 2 · Savings and temporary cash investments

    beginning of year $10,662,026 · end of year $7,257,702

  • 3 · Pledges and grants receivable

    beginning of year $2,230,266 · end of year $3,978,332

  • 4 · Accounts receivable

    beginning of year $6,166,713 · end of year $8,945,485

  • 5 · Loans and receivables from officers and key people

    beginning of year $6,137,719 · end of year $8,371,810

  • 8 · Inventories for sale or use

    beginning of year $296,677 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,537,474 · end of year $2,001,167

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

    $263,907,912

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

    $63,287,933

  • 10c · Land, buildings and equipment, net

    beginning of year $195,077,516 · end of year $200,619,979

  • 15 · Other assets

    beginning of year $8,997,950 · end of year $8,745,280

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,167,106 · end of year $15,469,243

  • 19 · Deferred revenue

    beginning of year $2,673,313 · end of year $39,625

  • 20 · Tax-exempt bond liabilities

    beginning of year $80,789,103 · end of year $77,749,753

  • 23 · Secured mortgages and notes payable

    beginning of year $34,231,502 · end of year $33,363,364

  • 25 · Other liabilities

    beginning of year $10,820,108 · end of year $11,004,304

  • 27 · Net assets without donor restrictions

    beginning of year $154,593,322 · end of year $179,858,399

Mission and programs · 2023

Mission

THE ORGANIZATION IS COMMITTED TO THE LIFETIME WELLNESS OF THE COMMUNITIES BY PROVIDING ACCESSIBLE, COMPREHENSIVE QUALITY HEALTH CARE TO EVERYONE WITH THE COMPASSION AND RESPECT, REGARDLESS OF ABILITY TO PAY.

  • UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY (UHC) IS LICENSED AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) AND PROVIDES PATIENT CARE AT SEVERAL OUTPATIENT CENTERS IN THE CENTRAL SAN JOAQUIN VALLEY IN CALIFORNIA. UHC PROVIDES MEDICAL, DENTAL, OPTOMETRY, AND OTHER SUPPORTIVE HEALTH SERVICES TO A LARGELY MEDICALLY UNDERSERVED POPULATION. THE WOMEN, INFANTS, AND CHILDREN (WIC) PROGRAM PROVIDES SUPPLEMENTAL FOODS, NUTRITION EDUCATION AND REFERRALS TO HEALTH CARE, AT NO COST, TO LOW-INCOME PREGNANT, BREASTFEEDING AND POSTPARTUM WOMEN, INFANTS, AND CHILDREN UP TO AGE 5 WHO ARE DETERMINED TO BE A NUTRITIONAL RISK. IN 2023, UHC SERVICE 163,218 PATIENTS, INCURRING 883,820 VISITS.

    Expenses $147,994,888 · Grants $48,735 · Revenue $172,686,271

As filed on the 2023 return.

Listed in Part VII

  • Dr Jack Shantz

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sarah Guerra

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ofelia Garcia

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nathan Williams

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Parra

    PARLIAMENTARIAN

    Total calculated
    $0
    Hours/week
    1

  • Angel Angulo

    BOARD MEMBER (THRU JAN. 23')

    Total calculated
    $0
    Hours/week
    1

  • Lorane Avalos

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Irma Cruz

    BOARD MEMBER (THRU MAY 23')

    Total calculated
    $0
    Hours/week
    1

  • Michael Graville

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jose Gutierrez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Esther Nicacio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicole Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maricela Vargas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Colleen Curtis

    PRESIDENT (THRU APRIL 23')

    Total calculated
    $1,203,442
    From this org
    $1,175,002
    From related orgs
    $0
    Other
    $28,440
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $442,058
    Bonus
    $548,301
    Other
    $184,643
    Deferred
    $16,000
    Nontaxable benefits
    $12,440
    Filer's total
    $1,203,442

  • Justin Preas

    PRESIDENT & CEO

    Total calculated
    $803,268
    From this org
    $768,226
    From related orgs
    $0
    Other
    $35,042
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $605,617
    Bonus
    $128,955
    Other
    $33,654
    Deferred
    $11,992
    Nontaxable benefits
    $23,050
    Filer's total
    $803,268

  • Jesus Maldonado

    CFO

    Total calculated
    $361,948
    From this org
    $337,115
    From related orgs
    $0
    Other
    $24,833
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $294,640
    Bonus
    $30,455
    Other
    $12,020
    Deferred
    $13,943
    Nontaxable benefits
    $10,890
    Filer's total
    $361,948

  • Ryan Roger Chio

    PHYSICIAN

    Total calculated
    $367,790
    From this org
    $344,108
    From related orgs
    $0
    Other
    $23,682
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,483
    Bonus
    $25,025
    Other
    $3,600
    Deferred
    $14,292
    Nontaxable benefits
    $9,390
    Filer's total
    $367,790

  • Shararch Shabafrooz

    PHYSICIAN/DIRECTOR

    Total calculated
    $408,098
    From this org
    $367,871
    From related orgs
    $0
    Other
    $40,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,404
    Bonus
    $14,367
    Other
    $60,100
    Deferred
    $14,227
    Nontaxable benefits
    $26,000
    Filer's total
    $408,098

  • Juan Rios

    PHYSICIAN

    Total calculated
    $388,891
    From this org
    $355,268
    From related orgs
    $0
    Other
    $33,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,703
    Bonus
    $48,465
    Other
    $17,100
    Deferred
    $13,623
    Nontaxable benefits
    $20,000
    Filer's total
    $388,891

  • Dr Mabodawilage Hematilake

    CMO

    Total calculated
    $526,544
    From this org
    $492,326
    From related orgs
    $0
    Other
    $34,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,820
    Bonus
    $27,255
    Other
    $94,251
    Deferred
    $14,218
    Nontaxable benefits
    $20,000
    Filer's total
    $526,544

  • Greg Williams

    CMO

    Total calculated
    $540,999
    From this org
    $518,263
    From related orgs
    $0
    Other
    $22,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,428
    Bonus
    $25,005
    Other
    $120,830
    Deferred
    $13,346
    Nontaxable benefits
    $9,390
    Filer's total
    $540,999

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 · Independent compensation consultant
  • 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

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.

  • UNITED HEALTH CENTERS FOUNDATION

    501(C)(3) · SUPPORTING ORGANIZATION OF UNITED HEALTH CENTERS OF SAN JOAQUIN VALLEY · CA · controlled entity

    Directly controlled by UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202413099349300326

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