2025-02-28T12:15:33-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 941732538 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY UNIT 5596466618 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 JUSTIN PREAS CEO 5596466618 2025-02-27 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-11-07 2023 2025-03-06 01:10:19Z X JUSTIN PREAS 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 206108262 0 X WWW.UNITEDHEALTHCENTERS.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 THE COMPASSION AND RESPECT, REGARDLESS OF ABILITY TO PAY. 11 11 1278 11 0 0 26359690 30872252 149788191 169117923 52704 1673729 786691 4407288 176987276 206071192 27600 48735 0 0 105059603 121348603 0 0 0 51663059 59444926 156750262 180842264 20237014 25228928 297274454 317484688 142681132 137626289 154593322 179858399 THE ORGANIZATION IS COMMITTED TO THE LIFETIME WELLNESS OF THE COMMUNITIES BY PROVIDING ACCESSIBLE, COMPREHENSIVE QUALITY HEALTH CARE TO EVERYONE WITH THE COMPASSION AND RESPECT, REGARDLESS OF ABILITY TO PAY. 0 0 147994888 48735 172686271 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 2023, UHC SERVICE 163,218 PATIENTS, INCURRING 883,820 VISITS. 147994888 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 0 0 0 1 124 0 1278 1 0 0 0 0 0 0 0 0 0 0 1 0 X 11 11 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 AVENUE FRESNO CA 93711 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 (THRU JAN. 23') 1.00 X 0 0 0 LORANE AVALOS BOARD MEMBER 1.00 X 0 0 0 IRMA CRUZ BOARD MEMBER (THRU MAY 23') 1.00 X 0 0 0 MICHAEL GRAVILLE BOARD MEMBER 1.00 X 0 0 0 JOSE GUTIERREZ BOARD MEMBER 1.00 X 0 0 0 ESTHER NICACIO BOARD MEMBER 1.00 X 0 0 0 NICOLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 MARICELA VARGAS BOARD MEMBER 1.00 X 0 0 0 COLLEEN CURTIS PRESIDENT (THRU APRIL 23') 40.00 1.00 X 1175002 0 28440 JUSTIN PREAS PRESIDENT & CEO 40.00 1.00 X 768226 0 35042 JESUS MALDONADO CFO 40.00 1.00 X 337115 0 24833 RYAN ROGER CHIO PHYSICIAN 40.00 X 344108 0 23682 SHARARCH SHABAFROOZ PHYSICIAN/DIRECTOR 40.00 X 367871 0 40227 JUAN RIOS PHYSICIAN 40.00 X 355268 0 33623 DR MABODAWILAGE HEMATILAKE CMO 40.00 X 492326 0 34218 GREG WILLIAMS CMO 40.00 X 518263 0 22736 4358179 0 242801 163 0 1 0 CEP AMERICA - AUC PC 2100 POWELL ST SUITE 400 EMERYVILLE CA 94608 MEDICAL SERVICES 3400069 SERVICEMASTER BY J&C BROWN 2569 S SARAH STREET FRESNO CA 93706 MAINTENANCE SERVICES 1783029 CENTRAL CALIFORNIA FACULTY MEDICAL GROUP 2625 E DIVISADERO STREET FRESNO CA 93721 MEDICAL SERVICES 1157477 CORCOM COMMUNICATION PO BOX 17236 RENO NV 89511 INTERNET & COMMUNICATIONS 1057000 MACMAN MANAGEMENT HEALTHCARE SERVICES 1930 DEL PASO RD SUITE 120 SACRAMENTO CA 95834 BILLING SERVICES 943441 60 28939284 1932968 30872252 NET PATIENT SERVICE REVENUE 621400 127663527 127663527 PHARMACY 403(B) REVENUES 456110 19694891 19694891 CAPITATION REVENUES 621400 16600019 16600019 WELLNESS INCENTIVES 621400 4357149 4357149 PROGRAM OPERATIONS AFFILIATES, NE 621999 512128 512128 290209 290209 169117923 1694979 1694979 276816 0 276816 276816 276816 15820 37070 -21250 -21250 -21250 INCENTIVE AND RELATED REV 621400 3568348 3568348 562124 562124 4130472 206071192 172686271 0 2512669 48735 48735 2368656 2368656 98781006 86494948 12286058 2179136 1900939 278197 12575350 10802507 1772843 5444455 4659723 784732 824831 824831 259106 32283 226823 5145244 3704699 1440545 526139 6136 520003 3915787 2771404 1144383 7221458 4607016 2614442 4570386 4154947 415439 470989 212612 258377 68881 3878 65003 3736738 3712739 23999 10713417 9643946 1069471 576153 12093 564060 CLINICAL SUPPLIES 8623430 8513523 109907 PHARMACEUTICALS 7397320 2084510 5312810 LABORATORY COSTS/X-RAYS 2553146 2553043 103 LAUNDRY SERVICES 545719 530733 14986 2296182 1544474 751708 180842264 147994888 32847376 0 66168113 77564933 10662026 7257702 2230266 3978332 6166713 8945485 6137719 8371810 296677 0 1537474 2001167 263907912 63287933 195077516 200619979 8997950 8745280 297274454 317484688 14167106 15469243 2673313 39625 80789103 77749753 34231502 33363364 10820108 11004304 142681132 137626289 X 154593322 179858399 154593322 179858399 297274454 317484688 25228928 36149 0 X 0 1 X 1 1 1 X 14991053 27834262 35753890 26359690 30872252 135811147 14991053 27834262 35753890 26359690 30872252 135811147 135811147 327179 197484 232197 331678 1971795 3060333 138871480 568524554 0.97800 0.95320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9837770 9837770 182492310 37850239 144642071 39830176 24327440 15502736 31747656 1110254 30637402 200619979 ESTIMATED SETTLEMENT AMOUNTS 4410443 LEASE LIABILITIES 6593861 11004304 X X X 0 0 0 0 0 0 0 0 0 COLLEEN CURTIS PRESIDENT (THRU APRIL 23') 442058 0 548301 0 184643 0 16000 0 12440 0 1203442 0 0 0 JUSTIN PREAS PRESIDENT & CEO 605617 0 128955 0 33654 0 11992 0 23050 0 803268 0 0 0 GREG WILLIAMS CMO 372428 0 25005 0 120830 0 13346 0 9390 0 540999 0 0 0 DR MABODAWILAGE HEMATILAKE CMO 370820 0 27255 0 94251 0 14218 0 20000 0 526544 0 0 0 SHARARCH SHABAFROOZ PHYSICIAN/DIRECTOR 293404 0 14367 0 60100 0 14227 0 26000 0 408098 0 0 0 JUAN RIOS PHYSICIAN 289703 0 48465 0 17100 0 13623 0 20000 0 388891 0 0 0 RYAN ROGER CHIO PHYSICIAN 315483 0 25025 0 3600 0 14292 0 9390 0 367790 0 0 0 JESUS MALDONADO CFO 294640 0 30455 0 12020 0 13943 0 10890 0 361948 0 0 0 A CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2017-11-07 16000000 ACQUIRE LAND AND CONSTRUCT AND ADMIN 0 1 0 B CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2018-06-08 6810000 CONTRUCTION OF HURON AND SELMA 0 1 0 C CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2019-03-07 28000000 TO REF INSURED REV. BOND 2012 0 1 0 D CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2019-07-12 15530000 CONSTRUCTIONOF DINUBA BULLARD 0 1 0 A 1859903 16000000 16000000 2019 0 0 1 1 B 800654 6810000 6810000 2019 0 0 1 1 C 2790000 28000000 28000000 2020 1 1 1 1 D 1722790 15530000 15530000 2020 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 C 0 0 1 0 1 0 0 0 1 D 0 0 1 0 1 0 0 0 1 A 1 B 1 C 1 D 1 A CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2020-10-29 11190000 CONTRUCTION OF CLINIC LOCATED AT MINNEWAWA STREET 0 1 0 B CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2022-08-01 8660000 CONSTRUCTION OF VISALIA CLINIC 0 1 0 C CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2023-06-01 4000000 CONSTRUCTION OF FIRST/GETTYSBURG CLINIC 0 1 0 A 964534 11190000 10887775 2022 0 0 1 1 B 8660000 8660000 2022 0 0 1 1 C 3949000 4000000 4000000 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 C 0 0 1 0 1 0 0 0 1 A 1 B 1 C 1 COLLEEN CURTIS OFFICER SPLIT DOLLAR LIFE INSURANCE X 703258 6286684 0 1 1 JESUS MALDONADO OFFICER SPLIT DOLLAR LIFE INSURANCE X 26763 384216 0 1 1 BEATRICE PEREZ HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 37170 256854 0 1 1 JUSTIN PREAS OFFICER SPLIT DOLLAR LIFE INSURANCE X 29127 480218 0 1 1 MIGUEL RODRIGUEZ HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 8888 142304 0 1 1 RICARDO VIVEROS HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 4804 97938 0 1 1 RAUL VENEGAS HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 17909 172444 0 1 1 MABODAWILAGE HEMATILLAKE HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 148652 305371 0 1 1 ANTHONY OLIVARES HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 38960 99956 0 1 1 GREG WILLIAMS HIGHEST PAID EMPLOYEE SPLIT DOLLAR LIFE INSURANCE X 71078 145825 0 1 1 8371810 FORM 990, PART X, LINE 5 IN SEPTEMBER 2019, UHC ADOPTED A SPLIT DOLLAR LIFE INSURANCE LOAN REGIME PROGRAM (THE "PROGRAM") DESIGNED TO ASSIST UHC IN RECRUITING AND RETAINING KEY EXECUTIVES AND REWARD FUTURE SERVICE. THE PROGRAM IS DESIGNED TO SATISFY THE FINAL REGULATIONS DEALING WITH LOANS MADE TO EXECUTIVES TO PAY PREMIUMS ON LIFE INSURANCE POLICIES THEY OWN. REPAYMENT OF THE LOANS ARE SECURED BY THE CASH VALUES AND DEATH BENEFITS IN ACCORDANCE WITH TAX AND CALIFORNIA LEGAL REQUIREMENTS. IN ADDITION, THE LOANS BEAR INTEREST AND BECAUSE THE PROGRAM'S DESIGN, UHC IS EXPECTED TO BE REPAID FULLY WITH THE APPLICABLE FEDERAL RATE OF INTEREST. THE LOANS ARE REPORTED ON PART X AND SCHEDULE L. AMENDED RETURN THE FORM IS BEING AMENDED TO INCLUDE NECESSARY SPLIT-DOLLAR INFORMATION AS AN ATTACHMENT TO THE IRS. FORM 990, PART VI, SECTION B, LINE 11B UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY'S CEO 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 INTERST 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 AN 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 EMPLOYERS OR OTHER PERSON OR ENTITY WITH WHOM OBLIGATIONS OF CONFIDENTIALY 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 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY'S BOARD OF DIRECTORS HAS A PROCESS FOR REVIEWING AND APPROVING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, OTHER OFFICER, AND KEY EMPLOYEES ON A REGULAR BASIS TO DETERMINE IT IS FAIR AND REASONABLE WITH THE GOAL OF RETAINING EMPLOYEES AT COMPENSATION LEVELS WITHIN APPROPRIATE MARKET RANGE. THE PROCESS FOR DETERMINING THE COMPENSATION PAID TO THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES INCLUDES THE APPROVAL OF THE COMPENSATION ARRANGEMENT IN ADVANCE, BY BOARD THE BOARD OF DIRECTORS, WITH ALL PERSONS WITH A CONFLICT OF INTEREST ABSTAINING FROM THE BOARD'S DELIBERATION AND DISCUSSION. THE BOARD REVIEWS DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED NONPROFIT EXECUTIVES AT SIMILARLY SITUATED ENTITIES. THE DOCUMENTATION OF THE BOARD INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE OF APPROVAL, THE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND VOTE ON THE TRANSACTION, A DESCRIPTION OF THE COMPARABLE DATA AND HOW IT WAS OBTAINED, AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION. 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. UNITED HEALTH CENTERS FOUNDATION 3875 WEST BEECHWOOD AVE FRESNO CA 93722 460693359 SUPPORTING ORGANIZATION OF UNITED HEALTH CENTERS OF SAN JOAQUIN VALLEY CA 501(C)(3) LINE 12A, I UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY D 8245280 FMV