2025-07-21T07:12:25-05:00 2024-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 941732538 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY UNIT 5596466618 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 JUSTIN PREAS CEO 5596466618 2025-07-17 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-07-17 2024 2025-03-06 01:10:19Z JUSTIN PREAS 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 241376985 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. 9 9 1354 11 0 0 30872252 29552386 169117923 204489591 1673729 2291254 4407288 5032811 206071192 241366042 48735 124291 0 0 121348603 141691553 0 0 0 59444926 67415576 180842264 209231420 25228928 32134622 317484688 352111758 137626289 140077531 179858399 212034227 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 168317611 124291 204489591 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 2024, UHC SERVICED 179,318 PATIENTS, INCURRING 1,017,709 VISITS. 168317611 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 154 0 1354 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 JOSEPH AMADOR BOARD MEMBER (THRU 10/24) 1.00 X 0 0 0 LORANE AVALOS BOARD MEMBER 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 (THRU 05/24) 1.00 X 0 0 0 STEPHANIE SHERRELL BOARD MEMBER (THRU 08/24) 1.00 X 0 0 0 NICOLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 MARICELA VARGAS BOARD MEMBER (THRU 07/24) 1.00 X 0 0 0 JUSTIN PREAS PRESIDENT & CEO 40.00 1.00 X 912433 0 37199 JESUS MALDONADO CFO 40.00 1.00 X 393557 0 27356 DR MABODAWILAGE HEMATILAKE CMO 40.00 X 550581 0 23012 GREG WILLIAMS CMO (THRU 06/24) 40.00 X 323298 0 7997 ARLIN VENTURINA CMO (START 09/24) 40.00 X 169852 0 2739 CHI LE PHYSICIAN 40.00 X 387268 0 10587 SHARARCH SHABAFROOZ ASSOC MED DIRECTOR 40.00 X 411560 0 28096 AKOSUA OPOKU-BOATENG PHYSICIAN 40.00 X 418153 0 13786 STEVEN CONNELL PHYSICIAN ASSISTANT 40.00 X 580245 0 26339 JUAN RIOS PHYSICIAN 40.00 X 392467 0 20947 4539414 0 198058 185 0 1 0 CEP AMERICA - AUC PC 2100 POWELL ST SUITE 400 EMERYVILLE CA 94608 MEDICAL SERVICES 4039500 CENTRAL CALIFORNIA FACULTY MEDICAL GROUP 2625 E DIVISADERO STREET FRESNO CA 93706 MEDICAL SERVICES 2013160 SERVICEMASTER BY J&C BROWN 2569 S SARAH STREET FRESNO CA 93721 MAINTENANCE SERVICES 1687362 GARCIA MEDICAL CORPORATION 600 N PIEDRA ROAD SANGER CA 93657 MEDICAL SERVICES 822245 BRAR BROTHERS MEDICAL CORPORATION 5465 E JENSEN AVENUE FRESNO CA 93725 MEDICAL SERVICES 772415 54 27787352 1765034 29552386 NET PATIENT SERVICE REVENUE 621400 155986172 155986172 PHARMACY 403(B) REVENUES 456110 23341835 23341835 CAPITATION REVENUES 621400 20037287 20037287 WELLNESS INCENTIVES 621400 4280514 4280514 PROGRAM OPERATIONS AFFILIATES, NE 621999 526784 526784 316999 316999 204489591 2298297 2298297 234782 0 234782 234782 234782 3900 10943 -7043 -7043 -7043 4798029 4798029 4798029 241366042 204489591 0 7324065 124291 124291 2448023 2448023 115280001 101263381 14016620 2065387 1807836 257551 15609678 13492645 2117033 6288464 5413522 874942 237482 237482 192325 192325 100000 100000 5703457 4074684 1628773 203089 133365 69724 3455709 2269386 1186323 9089518 8226552 862966 5530300 4804299 726001 529731 75184 454547 69622 69622 3664715 3098059 566656 11172116 10177543 994573 745304 15611 729693 PHARMACEUTICALS 11953870 3274358 8679512 CLINICAL SUPPLIES 8958456 5882879 3075577 LABORATORY COSTS/X-RAYS 2610631 1714361 896270 LAUNDRY SERVICES 504406 495033 9373 2694845 1805000 889845 209231420 168317611 40913809 0 25444160 13041751 59378475 77466670 3978332 3721157 8945485 9836849 7151118 8349330 1720692 5629236 2001167 1772743 288957713 73255638 194026118 215702075 14839141 16591947 317484688 352111758 15469243 20211358 39625 1037059 77749753 78438170 33363364 31812620 11004304 8578324 137626289 140077531 X 179858399 212034227 179858399 212034227 317484688 352111758 32134622 41206 0 X X 0 1 X 1 1 1 X 27834262 35753890 26359690 30872252 30552386 151372480 27834262 35753890 26359690 30872252 30552386 151372480 151372480 197484 232197 331678 1971795 2533079 5266233 156638713 688290858 0.96640 0.97800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 100000 100000 0 PART II-B, LINE 1: THE ORGANIZATION MADE A PAYMENT TO CALIFORNIA PRIMARY CARE ASSOCIATION ADVOCATES COMMITTEE TO ENGAGE IN LOBBYING TO HELP FURTHER THE MISSION OF THE ORGANIZATION. THE ASSOCIATION LOBBIES TO PROTECT PATIENT ACCESS TO CARE THROUGH COMMUNITY HEALTH CENTERS IN THE STATE OF CALIFORNIA. 9837770 9837770 194372774 45375550 148997224 42266403 26765699 15500704 42480766 1114389 41366377 215702075 ESTIMATED SETTLEMENT AMOUNTS 1216572 LEASE LIABILITIES 7361752 8578324 1 CEN CAL SPORTS 516 SHAW AVE SUITE 200 FRESNO CA 93704 474808188 501(C)(3) 20000 0 SPONSORSHIP UNIVISION TELEVISION GROUP INC 500 FRANK W BURR BLVD TEANECK NJ 07666 954398877 N/A 17500 0 LOCAL FESTIVAL SPONSORSHIPS (FESTIVAL DE LOS NINOS, FERIA SALUD HEALTH FAIR, FIESTAS PATRIAS FRESNO FESTIVAL) 1 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 JUSTIN PREAS PRESIDENT & CEO 690375 0 153922 0 68136 0 14313 0 22886 0 949632 0 0 0 STEVEN CONNELL PHYSICIAN ASSISTANT 570005 0 0 0 10240 0 16950 0 9389 0 606584 0 0 0 DR MABODAWILAGE HEMATILAKE CMO 424728 0 23869 0 101984 0 1826 0 21186 0 573593 0 0 0 SHARARCH SHABAFROOZ ASSOC MED DIRECTOR 332802 0 11718 0 67040 0 1410 0 26686 0 439656 0 0 0 AKOSUA OPOKU-BOATENG PHYSICIAN 290593 0 122200 0 5360 0 1197 0 12589 0 431939 0 0 0 JESUS MALDONADO CFO 356613 0 34569 0 2375 0 16766 0 10590 0 420913 0 0 0 JUAN RIOS PHYSICIAN 311103 0 51040 0 30324 0 1261 0 19686 0 413414 0 0 0 CHI LE PHYSICIAN 342382 0 15450 0 29436 0 1197 0 9390 0 397855 0 0 0 GREG WILLIAMS CMO (THRU 06/24) 213642 0 1525 0 108131 0 1729 0 6268 0 331295 0 0 0 ARLIN VENTURINA CMO (START 09/24) 113610 0 50000 0 6242 0 0 0 2739 0 172591 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 2313043 16000000 16000000 2019 0 0 1 1 B 997580 6810000 6810000 2019 0 0 1 1 C 3775000 28000000 28000000 2020 1 1 1 1 D 227642 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 1649372 11190000 10887775 2022 0 0 1 1 B 8660000 8660000 2022 0 0 1 1 C 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 JUSTIN PREAS OFFICER SPLIT DOLLAR LIFE INSURANCE X 904349 949860 0 1 1 JESUS MALDONADO OFFICER SPLIT DOLLAR LIFE INSURANCE X 720087 756461 0 1 1 COLLEEN CURTIS OFFICER SPLIT DOLLAR LIFE INSURANCE X 6217809 6643009 0 1 1 8349330 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. 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 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 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 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 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. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM PRIOR YEAR. 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 FOUNDATION D 9230195 FMV