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Nonprofiteer
← CALIFORNIAHEALTH PLUS ADVOCATES

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 Soares

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • Rakesh Patel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Bernice Nunez Constant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Yamilet Valladolid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Anthony White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Ben Avey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Lisa Maas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Britta Guerrero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related
  • Francisco 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 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 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 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 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

  • CPCA VENTURES

    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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