Form 990 for tax year 2023
Filed by CALIFORNIAHEALTH PLUS ADVOCATES.
Totals
- Total revenue
- $2,290,667
- Total expenses
- $1,847,167
- Contributions and grants received
- $1,481,000
- Grants paid
- $0
- Program service revenue
- $809,667
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $2,337,237
- Total liabilities, end of year
- $1,273,092
- Net assets or fund balances, end of year
- $1,064,145
- Program services expenses (Part IX)
- $1,847,167
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,847,167
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.
-
1d · Related organizations
$300,000
-
1f · All other contributions, gifts and grants
$1,181,000
-
2a · Program service revenue: MEMBERSHIP DUES
total $809,667 · related or exempt $809,667
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $12,976 · program services $12,976
-
11c · Fees: accounting
total $7,585 · program services $7,585
-
11d · Fees: lobbying
total $1,288,900 · program services $1,288,900
-
11g · Fees: other
total $11,924 · program services $11,924
-
12 · Advertising and promotion
total $452 · program services $452
-
13 · Office expenses
total $1,035 · program services $1,035
-
14 · Information technology
total $2,436 · program services $2,436
-
16 · Occupancy
total $30 · program services $30
-
17 · Travel
total $39 · program services $39
-
19 · Conferences, conventions and meetings
total $14,051 · program services $14,051
-
24a · Other expenses: CPCA PAYROLL REIMBURSEM
total $501,822 · program services $501,822
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $5,273 · program services $5,273
-
24c · Other expenses: MISCELLANEOUS
total $644 · program services $644
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $836,869 · end of year $1,383,584
-
4 · Accounts receivable
beginning of year $8,760 · end of year $34,931
-
9 · Prepaid expenses and deferred charges
beginning of year $991 · end of year $991
-
15 · Other assets
beginning of year $162,407 · end of year $917,731
-
17 · Accounts payable and accrued expenses
beginning of year $20,672 · end of year $34,412
-
25 · Other liabilities
beginning of year $167,065 · end of year $1,238,680
-
27 · Net assets without donor restrictions
beginning of year $821,290 · end of year -$110,855
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $1,175,000
Mission and programs · 2023
Mission
CPCA ADVOCATES, THE ADVOCACY AFFILIATE OF THE CALIFORNIA PRIMARY CARE ASSOCIATION (CPCA) ADVOCATES ON BEHALF OF OVER 1,300 CALIFORNIA COMMUNITY HEALTH CENTERS (CHCS), IS DEDICATED TO ADVANCING THE MISSION OF CHCS THROUGH STATE AND FEDERAL ADVOCACY.
Activities or mission (Part I)
TO PROMOTE AND FACILITATE EQUAL ACCESS TO QUALITY HEALTH CARE FOR INDIVIDUALS AND FAMILIES THROUGHOUT CALIFORNIA THROUGH ORGANIZED PRIMARY HEALTH CARE CLINICS AND CLINIC NETWORKS.
-
ADVOCATED ON BEHALF OF COMMUNITY HEALTH CENTERS STATEWIDE FOCUSING ON STREAMLINING AND IMPROVING PAYMENT MECHANISMS, REDUCING REGULATORY BURDENS, AND INCREASING PATIENT ACCESS AND QUALITY OF CARE. MAJOR ACCOMPLISHMENTS INCLUDED COORDINATING OVER 250 CLINIC STAFF AND BOARD MEMBERS FOR OUR ANNUAL DAY AT THE CAPITOL, SECURING FUNDING THROUGH THE MANAGED CARE ORGANIZATION TAX IN THE 2023-2024 STATE BUDGET, AND SECURING ONE-TIME FUNDING TO SUPPORT HEALTH NAVIGATORS AND ECM PATH IN CLINICS.
Expenses $1,847,167 · Revenue $809,667
-
THE ADVOCATES TEAM UNDERWENT A REBRANDING FROM CALIFORNIA HEALTH+ ADVOCATES TO CPCA ADVOCATES TO BETTER ALIGN OUR ADVOCACY EFFORTS WITH OUR PARENT ORGANIZATION, CPCA. ADDITIONALLY, CPCA ADVOCATES PROVIDED ADVOCACY TRAINING AND EDUCATION AT THE STAFF AND BOARD LEVEL FOR OUR CHCS. WE ALSO PROVIDED TRAINING ON MAJOR FEDERAL ADVOCACY ISSUES THROUGH OUR FEDERAL ADVOCATE.
-
COORDINATED WITH OUR MEMBER HEALTH CENTERS TO RAISE FUNDS IN SUPPORT OF A BALLOT INITIATIVE TO INCREASE THE MANAGED CARE ORGANIZATION TAX WITH FUNDING DEDICATED TO SUPPORT HEALTH CENTERS AND OUR MISSION.
As filed on the 2023 return.
Listed in Part VII
-
Paulo SoaresPAULO SOARES
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Rakesh PatelRAKESH PATEL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Bernice Nunez ConstantBERNICE NUNEZ CONSTANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Yamilet ValladolidYAMILET VALLADOLID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Anthony WhiteANTHONY WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Ben AveyBEN AVEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Lisa MaasLISA MAAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Britta GuerreroBRITTA GUERRERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2.5 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
-
Dennis Cuevas RomeroDENNIS CUEVAS ROMERO
VICE PRESIDENT OF HEALTH GOVERNMENT AFFAIRS
- Total calculated
- $211,483
- From this org
- $0
- From related orgs
- $175,187
- Other
- $36,296
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $173,987 related
- Bonus
- $0
- Other
- $0 + $1,200 related
- Deferred
- $0 + $8,699 related
- Nontaxable benefits
- $0 + $27,597 related
- Filer's total
- $0 + $211,483 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 COMMITTEES, 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) · TO LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS, AND NETWORKS · CA
-
501(C)(3) · TO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE · 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
- 202520499349302127
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