2022-09-28T11:52:00-05:00 2021-12-31 330700332 VASQUEZ & CO LLP 655 N CENTRAL AVE STE 1550 GLENDALE CA 91203 990 2021-01-01 941732538 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY UNIT 5596466618 3875 WEST BEECHWOOD AVENUE FRESNO CA 93722 COLLEEN CURTIS CEO 5596466618 2022-09-27 1 COLLEEN CURTIS 999009999 REGINA PRINCE CPA P00576936 2138731700 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z COLLEEN CURTIS 3875 WEST BEECHWOOD AVE FRESNO CA 93722 188133038 0 X WWW.UHCOFSJV.ORG X 1971 CA THE ORGANIZATION IS COMMITTED TO THE LIFETIME WELLNESS OF THE COMMUNITIES BY PROVIDING ACCESSIBLE, COMPREHENSIVE QUALITY HEALTH CARE TO EVERYONE WITH COMPASSION AND RESPECT, REGARDLESS OF ABILITY TO PAY. 10 10 1159 10 0 0 27834262 35753890 110694322 147684018 71759 -76247 4620109 4694277 143220452 188055938 0 27066 0 0 85988689 102779958 0 0 0 36918348 48592961 122907037 151399985 20313415 36655953 222059313 268106783 124280243 133671760 97779070 134435023 ORGANIZATION'S MISSION IS TO PROVIDE HEALTH SERVICES FOR NEEDY PERSONS, TO CONDUCT RESEARCH AND PREVENTIVE HEALTH EDUCATION AMONG INDIGENT PERSONS, ESPECIALLY MIGRANT AND SEASONAL FARM WORKERS. 0 0 121466871 27066 147684018 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 2021, UHC SERVED 164,872 PATIENTS, INCURRING 909,969 VISITS. 121466871 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 84 0 1 1159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JESUS MALDONADO 5596466618 3875 WEST BEECHWOOD AVE FRESNO CA 93722 DR JACK SHANTZ BOARD CHAIR 1.00 1.00 X X 0 0 0 SARAH GUERRA BOARD VICE CHAIR 1.00 X X 0 0 0 OFELIA GARCIA BOARD SECRETARY 1.00 1.00 X X 0 0 0 NATHAN WILLIAMS BOARD TREASURER 1.00 X X 0 0 0 DANIEL PARRA PARLIAMENTARIAN 1.00 X 0 0 0 ANGEL ANGULO BOARD MEMBER 1.00 X 0 0 0 ESTHER NICACIO BOARD MEMBER 1.00 X 0 0 0 LORANE AVALOS BOARD MEMBER 1.00 X 0 0 0 JOSE GUTIERREZ BOARD MEMBER 1.00 X 0 0 0 NICOLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 COLLEEN CURTIS CEO/PRESIDENT 40.00 1.00 X 766369 0 15917 JESUS MALDONADO CFO 40.00 X 335190 0 7316 JUSTIN PREAS DEPUTY CEO 40.00 1.00 X 508457 0 15917 DR MABODAWILAGE HEMATILAKE CMO 40.00 X 448593 0 15917 NATHAN BOYD DIRECTOR DENTAL 40.00 X 217952 0 7316 SONIA RELINGO DIRECTOR DENTAL 40.00 X 209701 0 7316 2486262 0 69699 134 0 1 0 CEP AMERICA - AUC PC 2100 POWELL ST SUITE 400 EMERYVILLE CA 94608 MEDICAL SERVICES 1778573 MACMAN MANAGEMENT HEALTHCARE SERVICES L 1930 DEL PASO ROAD SUITE 120 SACRAMENTO CA 95834 BILLING SERVICES 705995 BERBERIAN PROPERTIES LLC 515 LYELL DR SUITE 101 MODESTO CA 95356 PROPERTY MANAGEMENT 305614 SIERRA VIEW FAMILY CLINIC INC 13765 SERRANO PL HANFORD CA 93230 MEDICAL SERVICES 283385 PSYCHIATRIC MEDICAL PRACTITIONERS INC 1707 EYE ST SUITE 100 BAKERSFIELD CA 93301 MEDICAL SERVICES 276660 40 34515890 1238000 35753890 NET PATIENT SERVICE REVENUE 621400 122395664 122395664 CAPITATION REVENUES 621400 10644781 10644781 PHARMACY 403(B) REVENUES 621400 9517854 9517854 WELLNESS INCENTIVES 621400 2975488 2975488 PROGRAM OPERATIONS -FRESNO COUNTY 621400 1266513 1266513 883718 883718 147684018 853 853 231344 0 231344 231344 231344 77100 -77100 -77100 -77100 EXTINGUISHMENT OF DEBT 900099 4200240 4200240 MISCELLANEOUS INCOME 621400 262693 262693 4462933 188055938 147684018 0 4618030 X 27066 27066 2486262 2153692 332570 84803106 73459573 11343533 1553590 1345777 207813 9694552 8397777 1296775 4242448 3674965 567483 352600 352600 16532 16532 4405195 1257244 3147951 243769 211787 31982 3057642 2531732 525910 8731642 3946638 4785004 4382300 3076004 1306296 227412 116257 111155 155440 108440 47000 3480858 2863804 617054 8897182 7954767 942415 480604 16316 464288 CLINICAL SUPPLIES 6619683 5279104 1340579 PHARMACEUTICALS 3559241 2838445 720796 LABORATORY COST/X-RAYS 1654992 513048 1141944 INDIRECT COSTS 494567 429680 64887 1833302 1264755 568547 151399985 121466871 29933114 0 34624481 51713665 1091032 14018455 1577759 1426623 8826978 8912030 1406517 2109775 270708 167478 1013198 1075917 222102076 41802355 159062792 180299721 14185848 8383119 222059313 268106783 15359234 11155889 5310046 40433249 44823652 56595440 59988335 11892320 12393838 124280243 133671760 X 97779070 134435023 97779070 134435023 222059313 268106783 36655953 0 X 0 1 X 1 1 1 X 21680102 20965229 14991053 27834262 35753890 121224536 21680102 20965229 14991053 27834262 35753890 121224536 121224536 59217 136898 327179 197484 232197 952975 4480933 4480933 126658444 479282400 0.95710 0.82040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2021 AMOUNT: $ 262,693. INTERNSHIP FEE - 2021 AMOUNT: $ 18,000. EXTINGUISHMENT OF DEBT - 2021 AMOUNT: $ 4,200,240. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9356243 9356243 138160746 25018893 113141853 36966234 16783462 20182772 37618853 37618853 180299721 COST REPORT SETTLEMENT DUE 5896402 LEASE LIABILITIES 6497436 12393838 X 187327216 -234155 -234155 187561371 494567 494567 188055938 151289994 384576 384576 150905418 494567 494567 151399985 PART X, LINE 2: UHC IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, UHC IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED THE EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. GAAP REQUIRES THAT AN ORGANIZATION RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION IF THAT POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, UHC HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS, TAX PENALTIES, OR INTEREST. AS OF DECEMBER 31, 2021, INFORMATION RETURNS SUBSEQUENT TO 2017 FILED BY UHC ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS OF SUPPORTING ORGANIZATION -234,155. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES 494,567. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF SUPPORTING ORGANIZATION 384,576. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES 494,567. X X X 0 0 0 0 0 0 0 0 0 COLLEEN CURTIS CEO/PRESIDENT 544405 0 212121 0 9843 0 0 0 15917 0 782286 0 0 0 JUSTIN PREAS DEPUTY CEO 258215 0 136610 0 113632 0 0 0 15917 0 524374 0 0 0 DR MABODAWILAGE HEMATILAKE CMO 334575 0 34460 0 79558 0 0 0 15917 0 464510 0 0 0 JESUS MALDONADO CFO 204903 0 26610 0 103677 0 0 0 7316 0 342506 0 0 0 NATHAN BOYD DIRECTOR DENTAL 186192 0 13760 0 18000 0 0 0 7316 0 225268 0 0 0 SONIA RELINGO DIRECTOR DENTAL 180186 0 11515 0 18000 0 0 0 7316 0 217017 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY (SERIES 2019 A & B) 352273601 2019-07-01 9400000 TO ACQUIRE LAND, CONSTRUCTION OF 2 HEALTH CLINICS LOCATED IN FRESNO. 0 0 0 B CALIFORNIA MUNICIPAL FINANCE AUTHORITY (SERIES 2019) 2019-03-01 28000000 TO REF INSURED REVENUE BOND 2012; REFI 2012 NEW MKT TAX CR.;CONSTRUCT NEW HC 0 0 0 C CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY (SERIES 2020A) 352273601 2020-10-01 2160000 CONSTRUCTION OF MILBURN CLINIC LOCATED IN FRESNO. 0 0 0 D CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY (SERIES 2020B) 352273601 2020-10-01 6440000 CONSTRUCTION OF A CLINIC LOCATED AT MINNEWAWA FRESNO. 0 0 0 A 9400000 0 0 1 1 B 28000000 0 0 1 1 C 2160000 0 0 1 1 D 6440000 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 COLLEEN CURTIS OFFICER SPLIT DOLLAR LIFE INSURANCE X 8600000 2109775 0 1 1 2109775 FORM 990 PART X LINE 5 IN SEPTEMBER 2019, UHC ENTERED INTO AN AGREEMENT WITH THE CHIEF EXECUTIVE OFFICER (CEO) IN CONSIDERATION OF THE PREMIUM LOANS MADE BY UHC RELATED TO TWO LIFE INSURANCE POLICIES ON THE LIFE OF THE CEO. THE CEO PROMISES TO PAY THE LENDER THE SUM OF THE LOANS AND ANY INTEREST DUE UPON MATURITY. THE FACE VALUES OF THE LOANS WITH PACIFIC LIFE INSURANCE COMPANY (LENDER) ARE $3,600,000 AND $5,000,000. THE LOANS ACCRUE INTEREST UNTIL THE DEATH OF THE INSURED, OR AS OTHERWISE PROVIDED UNDER THE UNITED HEALTH CENTERS EXECUTIVE SPLIT-DOLLAR LIFE INSURANCE PLAN PARTICIPANT AGREEMENT (THE PARTICIPANT AGREEMENT) BETWEEN THE CEO AND THE LENDER. THE PRINCIPAL AMOUNTS AND ACCRUED INTEREST UNDER THIS PROMISSORY NOTE SHALL BE PAID UPON THE DEATH OF THE INSURED IN ACCORDANCE WITH THE TERMS OF THE PARTICIPANT AGREEMENT. NOTWITHSTANDING ANY OTHER PROVISION OF THIS PROMISSORY NOTE, THE OBLIGATION OF THE CEO TO REPAY THE LENDER UNDER THIS PROMISSORY NOTE IS A NON-RECOURSE OBLIGATION OF THE CEO, AND THE LENDER MAY ONLY RECOVER AMOUNTS DUE HEREUNDER FROM THE LIFE INSURANCE POLICIES. FORM 990, PART VI, SECTION B, LINE 11B UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY'S CHIEF EXECUTIVE OFFICER AND CFO REVIEW THE FORM 990 FOR ACCURACY. SUBSEQUENTLY FORM 990, COMPLETE WITH ALL SCHEDULES, IS THEN PROVIDED TO THE FULL BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY HAS A CONFLICT OF INTEREST POLICY WHICH COVERS THE BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES ("COVERED PERSONS"). UHC EXPECTS THAT ALL STAFF MEMBERS DISCUSS ALL POSSIBLE CONFLICTS OF INTEREST WITH THEIR SUPERVISOR AND/OR HUMAN RESOURCES REPRESENTATIVE. POSSIBLE CONFLICTS OF INTEREST ARE AS FOLLOWS: - PARTICIPATING IN CIVIC OR PROFESSIONAL ORGANIZATIONS THAT MIGHT INVOLVE DIVULGING CONFIDENTIAL INFORMATION OF PATIENTS OR THE HEALTH CENTER; - INITIATING OR APPROVING PERSONNEL ACTIONS AFFECTING REWARD OR PUNISHMENT OF STAFF MEMBERS OR APPLICANTS WHERE THERE IS A FAMILY RELATIONSHIP OR IS/APPEARS TO BE A PERSONAL OR SOCIAL INVOLVEMENT; - INVESTING OR HOLDING AN OWNERSHIP INTEREST OR OUTSIDE DIRECTORSHIP IN SUPPLIERS, CUSTOMERS, OR COMPETING COMPANIES, INCLUDING FINANCIAL SPECULATIONS, WHERE SUCH INVESTMENT OR DIRECTORSHIP MIGHT, IN ANY MANNER, INFLUENCE A DECISION OR COURSE OF ACTION OF THE HEALTH CENTER; - BORROWING FROM OR LENDING TO STAFF MEMBERS, CUSTOMERS OR SUPPLIERS; - ACQUIRING REAL ESTATE OF INTEREST TO THE HEALTH CENTER; - IMPROPERLY USING OR DISCLOSING TO THE HEALTH CENTER ANY PROPRIETARY INFORMATION OR TRADE SECRETS OF ANY FORMER OR CONCURRENT EMPLOYER OR OTHER PERSON OR ENTITY WITH WHOM OBLIGATIONS OF CONFIDENTIALITY EXIST; - UNLAWFULLY DISCUSSING PRICES, COSTS, CUSTOMERS, SALES OR MARKETS WITH COMPETING COMPANIES OR THEIR STAFF MEMBERS; - MAKING ANY UNLAWFUL AGREEMENT WITH DISTRIBUTORS, COMPETITORS OR CUSTOMERS WITH RESPECT TO PRICES, TERRITORIES, OR PRODUCTS; AND/OR - MAKING ANY UNLAWFUL AGREEMENT WITH OR PAYMENT TO ANY DOMESTIC OR FOREIGN GOVERNMENT OFFICIAL OR CORPORATE REPRESENTATIVE. ANY PERSONS INVOLVED IN ANY POTENTIAL CONFLICT OF INTEREST TRANSACTION ABSTAINS FROM THE DELIBERATION AND DECISION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND NOMINATING COMMITTEE REVIEWED OTHER SIMILAR POSITIONS AND CAME TO AN AGREEMENT WITH CEO AS TO THE SALARY AND BENEFITS, THE OUTCOME OF ANY CLOSE SESSION DECISION IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. HOWEVER, CURRENT TAX LAW DOES NOT REQUIRE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT BE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CLINICAL SERVICES: PROGRAM SERVICE EXPENSES 52,497. MANAGEMENT AND GENERAL EXPENSES 116,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,344. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 443,529. MANAGEMENT AND GENERAL EXPENSES 987,209. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,430,738. PAYROLL & HR SERVICES: PROGRAM SERVICE EXPENSES 47,237. MANAGEMENT AND GENERAL EXPENSES 105,139. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,376. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 400,866. MANAGEMENT AND GENERAL EXPENSES 892,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,293,115. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 287,723. MANAGEMENT AND GENERAL EXPENSES 640,416. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 928,139. CONSULTATION-TELEMEDICINE: PROGRAM SERVICE EXPENSES 19,288. MANAGEMENT AND GENERAL EXPENSES 42,932. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,220. PAYROLL FEES: PROGRAM SERVICE EXPENSES 6,104. MANAGEMENT AND GENERAL EXPENSES 922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,026. CONSULTING & OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 362,237. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 362,237. FORM 990, PART IX, LINE 24E LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 125,971. MANAGEMENT AND GENERAL EXPENSES 280,386. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 406,357. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 239,182. MANAGEMENT AND GENERAL EXPENSES 107,069. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 346,251. EQUIPMENT MAINTENANCE: PROGRAM SERVICE EXPENSES 240,159. MANAGEMENT AND GENERAL EXPENSES 45,744. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,903. SMALL TOOLS, EQUIPMENT & FURNITURE: PROGRAM SERVICE EXPENSES 220,927. MANAGEMENT AND GENERAL EXPENSES 42,081. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,008. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 178,074. MANAGEMENT AND GENERAL EXPENSES 49,894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,968. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 149,734. MANAGEMENT AND GENERAL EXPENSES 22,612. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,346. VEHICLE EXPENSES: PROGRAM SERVICE EXPENSES 110,708. MANAGEMENT AND GENERAL EXPENSES 20,761. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,469. UNITED HEALTH CENTERS FOUNDATION 3875 WEST BEECHWOOD AVE FRESNO CA 93722 460693359 SUPPORTING ORGANIZATION OF UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY CA 501(C)(3) LINE 12A, I UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 UNITED HEALTH CENTERS FOUNDATION R 766563 COST