2024-05-10T16:56:52-07:00 2023-06-30 472251777 CHW LLP 7797 N First Street Suite 15 Fresno CA 93720 990 2022-07-01 942502308 LIFELONG MEDICAL CARE LIFE 5109814100 2344 6th Street Berkeley CA 94710 David B Vliet MBA CEO 5107046010 2024-03-29 1 David B Vliet MBA 999009999 1 Jeremy Ware P00642659 5595495400 2024-02-26 1 11 1 AAL2 2022 2023-04-26 12:10:37Z David B Vliet 2344 6th Street Berkeley CA 94710 121663457 0 X www.lifelongmedical.org X 1996 CA LifeLong Medical Care provides high-quality health and social services to underserved people of all ages; creates models of care for the elderly, people with disabilities and families; and advocates for continuous improvements in the health of our communities. 15 15 1297 0 0 0 45649466 42422115 65661247 75917355 8172 728113 10986396 2595874 122305281 121663457 0 0 0 0 85024057 85338872 0 0 713646 35333043 34605543 120357100 119944415 1948181 1719042 109215738 107120558 45900028 42085806 63315710 65034752 TO PROVIDE HIGH QUALITY MEDICAL, HEALTH AND SOCIAL SERVICES TO UNDERSERVED PEOPLE OF ALL AGES, CREATE MODELS OF CARE FOR THE ELDERLY AND PEOPLE WITH DISABILITIES, AND TO ADVOCATE FOR CONTINUOUS IMPROVEMENTS IN THE HEALTH OF ITS COMMUNITIES. 0 0 91604273 0 69781895 TO PROVIDE HIGH QUALITY MEDICAL, HEALTH AND SOCIAL SERVICES TO UNDERSERVED PEOPLE OF ALL AGES; CREATE MODELS OF CARE FOR THE ELDERLY AND PEOPLE WITH DISABILITIES; AND TO ADVOCATE FOR CONTINUOUS IMPROVEMENTS IN THE HEALTH OF ITS COMMUNITIES. DURING THE FISCAL YEAR, LIFELONG PROVIDED 220,147 VISITS TO OVER 60,000 PATIENTS. 0 0 0 91604273 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 102 0 1 1297 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Brent Copen 5109814100 2344 6th Street Berkeley CA 94710 David Vliet CEO 40 0 X 504391 0 14844 Michael Stacey CMO 40 0 X 414684 0 10004 Brent Copen CFO 40 0 X 311482 0 1697 Magdalen Edmunds Deputy CMO 40 0 X 257828 0 10410 Susan Ferguson Internal Medicine 40 0 X 240708 0 12166 James Johnson Jr Past Chair 1 0 X 0 0 0 John Jenkins Board Chair 1 0 X 0 0 0 Gloria Flores Secretary 1 0 X 0 0 0 Philip Kamlarz Treasurer 1 0 X 0 0 0 Ron Alder Board member 1 0 X 0 0 0 Robin Betts Board member 1 0 X 0 0 0 Patricia Carson Board member 1 0 X 0 0 0 Judith Turiel Board member 1 0 X 0 0 0 Rachel Tobey Vice Chair 1 0 X 0 0 0 Edgar Quiroz Board member 1 0 X 0 0 0 Janet Howley Board member 1 0 X 0 0 0 Tasha Henneman Board member 1 0 X 0 0 0 Robbie Hurtado Board Member 1 0 X 0 0 0 Sharon Kidd Board Member 1 0 X 0 0 0 Kevin Williams Past Chair 1 0 X 0 0 0 1729093 0 49121 127 0 1 0 Desmond Carson 3629 Ridgewood Way Richmond CA 94806 Contracted Provider 290000 Brazell Carter 6303 Rocky Point Oakland CA 94605 Contracted Provider 250000 Teresa Shepard 17500 MacDuff Avenue Olney MD 20832 Consulting 100970 Michael Lenoir 1835 Manzanita Oakland CA 94611 Contracted Provider 130308 Claudell Stephens 3804 Painted Pony Road El Sobrante CA 94803 Contracted Services 215130 5 0 0 154414 0 39993669 2274032 0 42422115 Net patient service revenue 621400 69781895 69781895 0 0 6135460 6135460 0 0 75917355 728113 0 0 728113 0 0 0 0 0 0 0 0 0 0 0 0 154414 2595874 2595874 0 0 2595874 121663457 78513229 0 728113 X 71576892 54359586 16884953 332353 13761980 10445301 3251225 65454 7377336 3912507 3271021 193808 704711 473571 230964 176 2198241 1603590 593961 690 8492044 7191607 1298441 1996 398445 260193 137792 460 567094 552031 15063 2246978 2124918 122060 12620694 10680969 1821016 118709 119944415 91604273 27626496 713646 46183370 37822903 7636134 18020698 8434514 6561252 6963644 5341070 2210954 703688 512887 1700155 3514332 44920696 30835846 16053040 14084850 19521040 21071765 109215738 107120558 19000235 18563810 389758 345211 13942588 13446538 12567447 9730247 45900028 42085806 X 60725283 2920457 2590427 62114295 63315710 65034752 109215738 107120558 1719042 0 0 0 0 0 X 0 1 X 1 1 1 X 27721533 32580833 38626643 45649466 42422115 187000590 27721533 32580833 38626643 45649466 42422115 187000590 187000590 253918 0 8172 728113 990203 187990793 0.99473 0.99754 X 0 1840928 1840928 0 23158238 12430958 10727280 0 9902025 7580672 2321353 0 3396055 2764326 631729 0 6623450 8059890 -1436440 14084850 Other assets 21071765 21071765 Estimated third party settlements 9730247 9730247 X Schedule D, Part X, Line 2 LifeLong has been recognized by the Internal Revenues Service as a non-profit corporation as described in Sec. 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal and state income taxes on related income pursuant to Sec. 501(a) of the IRC and California Revenue and Taxation Code Sec. 23701(d). The Organization utilizes a two-step approach to recognizing and measuring uncertain tax positions. The first step is to evaluate the tax position for recognition by determining if the weight of available evidence indicates it is more likely than not that the position will be sustained on audit. The second step is to measure the tax benefit as the largest amount, which is more than 50% likely of being realized upon ultimate settlement. As of June 30, 2023, and 2022, there were no liabilities recorded for unrecognized tax benefits related to tax positions taken in the current year. LifeLong's returns are subject to examination by federal and state taxing authorities generally for three years after they are filed however, there are currently no audits for tax periods in progress. Annual Golf 130903 0 130903 0 0 30270 0 0 8344 Annual Gala 186237 0 186237 0 0 52443 0 0 70669 0 317140 0 317140 0 0 82713 0 0 79013 161726 155414 X 0 0 0 0 0 0 0 0 0 David Vliet CEO 440652 0 63739 0 0 0 0 0 14844 0 519235 0 0 0 Michael Stacey CMO 393884 0 20800 0 0 0 0 0 10004 0 424688 0 0 0 Brent Copen CFO 310982 0 500 0 0 0 0 0 1697 0 313179 0 0 0 Magdalen Edmunds Deputy CMO 257328 0 500 0 0 0 0 0 10410 0 268238 0 0 0 Susan Ferguson Internal Medicine 240208 0 500 0 0 0 0 0 12166 0 252874 0 0 0 Form 990, Part VI, Section B, Line 11b THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS AND IS REVIEWED BY THE FINANCE COMMITTEE, IF TIMING PERMITS, PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE PROCEDURES TAKEN TO MONITOR AND ENFORCE CONFLICT OF INTEREST IS BASED UPON REQUESTING SIGNED DECLARATIONS FROM BOARD MEMBERS ANNUALLY AND SELF-REPORTING FOR BOARD AND EMPLOYEES. Form 990, Part VI, Section B, Line 15 PERIODIC MARKET STUDIES ARE COMPLETED TO EVALUATE PAY FOR THE POSITION WITHIN OUR AREA ANNUAL EVALUATIONS ARE COMPLETED BY THE SUPERVISING PERSON BOARD REVIEWS CEO'S PERFORMANCE AND DETERMINES COMPENSATION CEO ALSO REVIEWS MARKET RATE INFORMATION FOR THE CFO AND RECOMMENDS ANNUAL COMPENSATION THE CFO'S SALARY IS REVIEWED AND APPROVED BY THE BOARD AS REQUIRED IN CALIFORNIA'S INTEGRITY ACT. Form 990, Part VI, Section C, Line 19 Available upon request. Form 990, Part IX, Line 24e Other expenses