2025-05-14T21:36:06-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 942502308 LIFELONG MEDICAL CARE LIFE 5109814100 2344 SIXTH STREET BERKELEY CA 94710 BRENT COPEN MPA CFO 5109814100 2025-05-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-05-14 2023 2025-03-06 01:10:19Z CECILIA AVILES 2344 SIXTH STREET BERKELEY CA 94710 133116008 0 X WWW.LIFELONGMEDICAL.ORG X 1978 CA LIFELONG MEDICAL CARE PROVIDES HIGH-QUALITY HEALTH, DENTAL, 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 1259 139 0 0 42422115 38820650 75917355 92082331 728113 2100321 2595874 -83246 121663457 132920056 0 13881 0 0 85338872 86137551 0 0 598904 34605543 41796148 119944415 127947580 1719042 4972476 107120558 127151528 42085806 57144300 65034752 70007228 LIFELONG MEDICAL CARE PROVIDES HIGH-QUALITY HEALTH, DENTAL, 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. 0 0 95102304 13881 92082331 LIFELONG PROVIDES MEDICAL, BEHAVIOR HEALTH, DENTAL, AND SOCIAL SERVICES TO PEOPLE OF ALL AGES AND PROMOTES INDEPENDENT LIVING FOR HEALTHY AND DISABLED ELDERS, AS WELL AS FOR THE DISABLED OF ALL AGES, BY OFFERING PRIMARY MEDICAL CARE INTEGRATED WITH COMPREHENSIVE SOCIAL SERVICES. DURING THE YEAR, LIFELONG RECORDED 179,856 MEDICAL VISITS, 27,986 DENTAL VISITS, 41,433 BEHAVIORAL HEALTH VISITS, AND 10,845 SUBSTANCE USE DISORDER VISITS. 95102304 1 1 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 1 1 1 0 0 1 178 0 1 1259 1 0 0 0 0 0 1 1 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 SIXTH STREET BERKELEY CA 94710 JAMES JOHNSON JR CHAIR THRU 1/2024 / PAST CHAIR START 1/2024 1.00 2.00 X X 0 0 0 JOHN L JENKINS MBA VICE CHAIR THRU 1/2024 / CHAIR START 1/2024 1.00 0.00 X X 0 0 0 RACHEL TOBEY VICE CHAIR START 1/2024 1.00 0.00 X X 0 0 0 GLORIA FLORES-GARCIA SECRETARY 1.00 0.00 X X 0 0 0 PHIL KAMLARZ TREASURER 1.00 3.00 X X 0 0 0 KEVIN WILLIAMS PAST CHAIR 1.00 0.00 X X 0 0 0 RON ADLER MD BOARD MEMBER 1.00 0.00 X 0 0 0 ROBIN BETTS BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICIA CARSON SUSSMAN BOARD MEMBER 1.00 0.00 X 0 0 0 TASHA HENNEMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JANET HOWLEY BOARD MEMBER 1.00 0.00 X 0 0 0 ROBBIE HURTADO BOARD MEMBER 1.00 0.00 X 0 0 0 SHARON KIDD BOARD MEMBER 1.00 0.00 X 0 0 0 EDGAR U QUIROZ MPH BOARD MEMBER 1.00 0.00 X 0 0 0 JUDY S TURIEL EDD BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID VLIET MBA CHIEF EXECUTIVE OFFICER 40.00 3.00 X 376490 0 13221 BRENT COPEN MPA CHIEF FINANCIAL OFFICER 40.00 2.00 X 335510 0 3150 MICHAEL STACEY MD CHIEF MEDICAL OFFICER 40.00 0.00 X 410826 0 6065 DAMONE DL POOLE CHIEF OPERATING OFFICER THRU 3/2023 40.00 0.00 X 184509 0 549 MIRIAM PARKER DDS MPA CHIEF DENTAL OFFICER 40.00 0.00 X 219865 0 8368 LUCINDA BRANNON DEPUTY DIRECTOR 40.00 0.00 X 192038 0 11539 JULIE SINAI CHIEF STATEGY OFFICER 40.00 1.00 X 223977 0 2161 YUI NISHIIKE NP CHIEF MEDICAL INFORMATION OFFICER 40.00 0.00 X 201233 0 10084 BRENDA GOLDSTEIN MPH CHIEF OF INTEGRATED SERVICES 40.00 0.00 X 186139 0 10542 MAGDALEN EDMUNDS MD DEPUTY CMO - CLINICAL AFFAIRS 40.00 0.00 X 260016 0 12339 OMONIYI OMOTOSO MD MPH FAAP ASSOCIATE MED DIRECTOR - PEDIATRICS 32.00 0.00 X 250324 0 6092 SUSAN FERGUSON MD PHYSICIAN - INTERNAL MEDICINE 40.00 0.00 X 238580 0 8344 NORMAN BANKS MD PHYSICIAN - FAMILY MEDICINE 40.00 0.00 X 241301 0 6434 LINDA FRANKEL MD PSYCHIATRIST 40.00 0.00 X 236688 0 10129 3557496 0 109017 150 0 1 0 DESMOND CARSON MD 3629 RIDGEWOOD WAY SAN PABLO CA 94806 CONTRACTED PROVIDER 281060 BRAZELL H CARTER MD 6303 ROCKY POINT COURT OAKLAND CA 94605 CONTRACTED PROVIDER 230066 CLAUDELL STEPHENS JR MD 3804 PAINTED PONY ROAD EL SOBRANTE CA 94803 CONTRACTED PROVIDER 228040 MICHAEL A LENOIR MD 1835 MANZANITA DRIVE OAKLAND CA 94611 CONTRACTED PROVIDER 141590 RICHARD K TURNER MD 214 MORAGA AVENUE PIEDMONT CA 94611 CONTRACTED PROVIDER 110100 14 251680 600000 32471178 5497792 38820650 PATIENT & THIRD PARTY REV, NET 621400 85693657 85693657 CAPITATION REVENUE 621400 3289270 3289270 OTHER OPERATING REVENUE 621400 3099404 3099404 92082331 2100321 2100321 19900 0 19900 19900 19900 92806 251680 195952 -103146 -103146 132920056 92082331 0 2017075 13881 13881 2211210 1053123 1158087 66866193 50765632 15726921 373640 435848 328016 105436 2396 11481456 8602331 2817168 61957 5142844 3847939 1267284 27621 802010 802010 73070 73070 11159885 5544222 5602776 12887 33015 23932 8561 522 3153095 2262915 882867 7313 4785381 3250494 1479972 54915 7584638 6695884 888630 124 221436 130964 90328 144 298727 176676 121857 194 1537818 1506159 31659 1988920 1825536 163384 866607 833143 33464 PHARMACEUTICALS 3134564 3134084 480 MEDICAL & DENTAL SUPPLI 2853825 2677277 176548 EQUIPMENT LEASE & MAINT 603270 544327 57438 1505 MEMBERSHIP & LICENSES 600987 250829 349938 220 2098900 1634940 408494 55466 127947580 95102304 32246372 598904 26000794 9940324 11822112 13373049 6561252 8806665 5882327 8593716 3960321 3960321 608582 843726 1447209 2205667 45679228 32819306 14084848 12859922 18020698 26214189 18732415 40353949 107120558 127151528 18567509 21607958 341511 286425 13446539 12950488 9730247 22299429 42085806 57144300 X 62114295 66681165 2920457 3326063 65034752 70007228 107120558 127151528 4972476 0 X 0 1 X 1 1 1 X 35258843 41416888 45649466 42422115 38820650 203567962 35258843 41416888 45649466 42422115 38820650 203567962 203567962 208858 0 8172 728113 2120221 3065364 3771335 2725588 10986396 2595874 20079193 226712519 350487679 0.89790 0.99470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISELLANEOUS REVENUE - 2019 AMOUNT: $ 3,771,335. 2020 AMOUNT: $ 2,725,588. 2021 AMOUNT: $ 10,986,396. 2022 AMOUNT: $ 2,595,874. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1814842 1814842 22352006 14342899 8009107 10270246 9284035 986211 11012911 9192372 1820539 229223 229223 12859922 DUE FROM RELATED ORGANIZATIONS 17141821 DEPOSITS 753577 OPERATING RIGHT-OF-USE ASSETS 21509741 RISK POOL RECEIVABLE 764031 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 184779 40353949 OPERATING LEASE LIABILITIES 22299429 22299429 X 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). LIFELONG 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, 2024, 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. 2023 GOLF 155304 119102 36202 1100 1362 19590 14150 1552 2024 GALA 189182 132578 56604 56604 800 100794 344486 251680 92806 1100 1362 19590 70754 800 102346 195952 -103146 X X 0 0 0 0 0 0 0 0 0 MICHAEL STACEY MD CHIEF MEDICAL OFFICER 372461 0 38365 0 0 0 0 0 6065 0 416891 0 0 0 DAVID VLIET MBA CHIEF EXECUTIVE OFFICER 375690 0 800 0 0 0 0 0 13221 0 389711 0 0 0 BRENT COPEN MPA CHIEF FINANCIAL OFFICER 315010 0 20500 0 0 0 3150 0 0 0 338660 0 0 0 MAGDALEN EDMUNDS MD DEPUTY CMO - CLINICAL AFFAIRS 258516 0 1500 0 0 0 1597 0 10742 0 272355 0 0 0 OMONIYI OMOTOSO MD MPH FAAP ASSOCIATE MED DIRECTOR - PEDIATRICS 248324 0 2000 0 0 0 2418 0 3674 0 256416 0 0 0 NORMAN BANKS MD PHYSICIAN - FAMILY MEDICINE 239801 0 1500 0 0 0 2060 0 4374 0 247735 0 0 0 SUSAN FERGUSON MD PHYSICIAN - INTERNAL MEDICINE 235580 0 3000 0 0 0 2133 0 6211 0 246924 0 0 0 LINDA FRANKEL MD PSYCHIATRIST 235288 0 1400 0 0 0 2444 0 7685 0 246817 0 0 0 MIRIAM PARKER DDS MPA CHIEF DENTAL OFFICER 219365 0 500 0 0 0 2257 0 6111 0 228233 0 0 0 JULIE SINAI CHIEF STATEGY OFFICER 223477 0 500 0 0 0 1368 0 793 0 226138 0 0 0 YUI NISHIIKE NP CHIEF MEDICAL INFORMATION OFFICER 199733 0 1500 0 0 0 1657 0 8427 0 211317 0 0 0 LUCINDA BRANNON DEPUTY DIRECTOR 188538 0 3500 0 0 0 0 0 11539 0 203577 0 0 0 BRENDA GOLDSTEIN MPH CHIEF OF INTEGRATED SERVICES 185639 0 500 0 0 0 1931 0 8611 0 196681 0 0 0 DAMONE DL POOLE CHIEF OPERATING OFFICER THRU 3/2023 74177 0 0 0 110332 0 549 0 0 0 185058 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT, AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES. UNDER THE POLICY, EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE FORM DISCLOSING ANY CONFLICTS; EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING AT ANY TIME WHEN A REAL OR APPARENT CONFLICT MAY EXIST. UPON WRITTEN DISCLOSURE OF A CONFLICT, THE CONFLICT WILL BE REVIEWED BY INDEPENDENT PERSONS; DURING THIS TIME, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION, SELECTION, APPROVAL, AWARD OR ADMINISTRATION OF SUCH TRANSACTION. IN MAKING A DETERMINATION OF WHETHER TO PROCEED WITH A PROPOSED TRANSACTION, THE BOARD OR DESIGNATED BODY THEREOF MAY INVESTIGATE ALTERNATIVE COMPETITIVE BIDS OR CONDUCT A COMPARABLE VALUATION TO DETERMINE THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE APPROPRIATE COMPENSATION FOR ITS CEO, OFFICERS, AND KEY EMPLOYEES, PERIODIC MARKET STUDIES ARE COMPLETED WITHIN SIMILAR GEOGRAPHIC REGIONS. FOR THE CEO, ANNUAL EVALUATIONS ARE COMPLETED BY THE BOARD, WHO REVIEWS THIS MARKET RATE INFORMATION IN ESTABLISHING COMPENSATION. FOR OTHER OFFICERS AND KEY EMPLOYEES, ANNUAL EVALUATIONS ARE COMPLETED BY SUPERVISING PERSONNEL, WHO ALSO REVIEWS THIS MARKET RATE INFORMATION IN ESTABLISHING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FRIENDS OF LIFELONG MEDICAL CARE 2344 SIXTH STREET BERKELEY CA 94710 943312377 NEW MARKET TAX CREDIT FINANCING FOR CONSTRUCTION OF A NEW CLINIC CA 501(C)(3) LINE 12A, I LIFELONG MEDICAL CARE 1 EAST BAY COMMUNITY RECOVERY FUND 2579 SAN PABLO AVENUE OAKLAND CA 94612 611519252 SERVICES FOR MENTAL HEALTH, SUBSTANCE USE, AFFORDABLE HOUSING CA 501(C)(3) LINE 12A, I LIFELONG MEDICAL CARE 1 OVER 60-CEI INC PO BOX 11247 BERKELEY CA 94712 943305198 HEALTH & SOCIAL SERVICES TO UNDERSERVED, WITH EMPHASIS ON ELDERLY AND FRAIL CA 501(C)(3) LINE 12A, I N/A 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 FRIENDS OF LIFELONG MEDICAL CARE C 600000 BOOK VALUE FRIENDS OF LIFELONG MEDICAL CARE K 792000 BOOK VALUE EAST BAY COMMUNITY RECOVERY FUND K 383645 BOOK VALUE OVER 60-CEI INC K 75000 BOOK VALUE