2026-05-13T19:59:39-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 942502308 LIFELONG MEDICAL CARE LIFE 5109814100 2344 SIXTH STREET BERKELEY CA 94710 JOHN L JENKINS CEO 5109814100 2026-05-13 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-13 2024 2025-03-06 01:10:19Z JOHN L JENKINS 2344 SIXTH STREET BERKELEY CA 94710 140274958 0 X WWW.LIFELONGMEDICAL.ORG X 1978 CA LIFELONG MEDICAL CARE PROVIDES HIGH-QUALITY CARE FOR MEDICAL, DENTAL, AND BEHAVIORAL HEALTH NEEDS AS WELL AS 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 1205 28 0 0 38820650 38953253 92082331 99411824 2100321 1736885 -83246 -13112 132920056 140088850 13881 28201 0 0 86137551 94969137 0 0 591896 41796148 65075231 127947580 160072569 4972476 -19983719 127151528 105926207 57144300 55902698 70007228 50023509 X LIFELONG MEDICAL CARE PROVIDES HIGH-QUALITY CARE FOR MEDICAL, DENTAL, AND BEHAVIORAL HEALTH NEEDS AS WELL AS 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 104153282 28201 99411824 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 186,366 MEDICAL VISITS, 26,523 DENTAL VISITS, 47,945 BEHAVIORAL HEALTH VISITS, AND 10,714 SUBSTANCE-USE DISORDER VISITS. 104153282 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 177 0 1 1205 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAPHNE CHAN 5109814100 2344 SIXTH STREET BERKELEY CA 94710 JOHN L JENKINS MBA CHAIR 1.00 0.00 X X 0 0 0 RACHEL TOBEY MPA VICE CHAIR 1.00 0.00 X X 0 0 0 JAMES JOHNSON JR PAST CHAIR 1.00 2.00 X X 0 0 0 GLORIA FLORES-GARCIA SECRETARY 1.00 0.00 X X 0 0 0 PHILIP KAMLARZ TREASURER 1.00 3.00 X X 0 0 0 RON ADLER MD BOARD MEMBER 1.00 0.00 X 0 0 0 ROBIN BETTS RN CPHQ MBA-HA BOARD MEMBER 1.00 0.00 X 0 0 0 TASHA HENNEMAN BOARD MEMBER (THRU 12/2024) 1.00 0.00 X 0 0 0 JANET HOWLEY MA BOARD MEMBER 1.00 0.00 X 0 0 0 ROBBIE HURTADO BOARD MEMBER (THRU 10/2024) 1.00 0.00 X 0 0 0 SHARON KIDD BOARD MEMBER 1.00 0.00 X 0 0 0 TRACEY KIRUI MPH BOARD MEMBER 1.00 0.00 X 0 0 0 LAWRENCE LINCOLN BOARD MEMBER 1.00 0.00 X 0 0 0 JENN OAKLEY BOARD MEMBER 1.00 0.00 X 0 0 0 EDGAR U QUIROZ MPH BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICIA C SUSSMAN MS BOARD MEMBER 1.00 0.00 X 0 0 0 JUDY S TURIEL EDD BOARD MEMBER 1.00 1.00 X 0 0 0 KEVIN WILLIAMS BOARD MEMBER (THRU 12/2024) 1.00 0.00 X 0 0 0 DAVID VLIET MBA CEO (THRU 9/2024) 40.00 3.00 X 537779 0 10286 BENT COPEN MPA CHIEF FINANCIAL OFFICER 40.00 2.00 X 346648 0 3250 CECILIA AVILES CEO (START 9/2024) 40.00 3.00 X 193162 0 2277 AYEOLA ALEXANDER CHIEF PEOPLE OFFICER 40.00 0.00 X 631650 0 0 MICHAEL STACEY MD CHIEF MEDICAL OFFICER 40.00 0.00 X 442304 0 9479 ERIKA SIMPSON-AKPAWU MPH DEPUTY CHIEF OF CLINICAL OPERATIONS 40.00 0.00 X 325298 0 0 LEIGH FELTON CHIEF OF STAFF 40.00 0.00 X 318230 0 0 MIRIAM PARKER DDS MPA CHIEF DENTAL OFFICER 40.00 0.00 X 246916 0 10714 JULIE SINAI CHIEF STRAGEGY OFFICER (THRU 1/2025) 40.00 1.00 X 251338 0 2974 BRENDA GOLDSTEIN MPH CHIEF OF INTEGRATED SERVICES 40.00 0.00 X 242100 0 11160 YUI NISHIIKE NP CHIEF MEDICAL INFORMATION OFFICER 40.00 0.00 X 233351 0 12376 LUCINDA BRANNON DEPUTY DIRECTOR (THRU 1/2025) 40.00 0.00 X 208745 0 17968 MAGDALEN EDMUNDS MD MPH FAAFP DEPUTY CHIEF MEDICAL OFFICER 40.00 0.00 X 293566 0 16448 BRENT SUGIMOTO MD PROGRAM DIRECTOR, MEDICAL RESIDENCY 40.00 0.00 X 277954 0 18724 SUSAN FERGUSON MD PHYSICIAN - INTERNAL MEDICINE 40.00 0.00 X 280412 0 9169 LINDA FRANKEL MD MEDICAL DIR OF SPECIALTY SERVICES 40.00 0.00 X 259718 0 10141 KIMBERLY CECI MD MPH DEPUTY CHIEF MEDICAL OFFICER 40.00 0.00 X 266752 0 2613 5355923 0 137579 164 0 1 0 PROVIDER HEALTHCARE LLC 2825 E COTTONWOOD PARKWAY 470 SALT LAKE CITY UT 84121 CONTRACTED PROVIDERS (PHYSICIANS) 1714367 COMPHEALTH MEDICAL STAFFING PO BOX 972651 DALLAS TX 753972651 CONTRACTED PROVIDERS (PHYSICIANS) 608118 BERKELEY EMERGENCY MEDICAL GROUP 6114 LA SALLE AVE 334 OAKLAND CA 94611 CONTRACTED PROVIDERS (PHYSICIANS) 581734 GREG FACKTOR & ASSOCIATES LLC DBA FACKTO PO BOX 2678 PASADENA CA 911992678 GENERAL CONTRACTORS/CONSULTANTS 541810 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 CONTRACTED PROVIDERS (PHYSICIANS) 501855 24 253821 31613835 7085597 38953253 PATIENT & THIRD PARTY REV, NET 621400 95094549 95094549 CAPITATION REVENUE 621400 3005193 3005193 OTHER OPERATING REVENUE 621400 1312082 1312082 99411824 1736885 1736885 93870 0 93870 93870 93870 79126 253821 186108 -106982 -106982 140088850 99411824 0 1723773 28201 28201 3623245 1565710 2057535 74523730 55271931 18858916 392883 1780934 1373626 397765 9543 9005025 6920061 2036944 48020 6036203 4637596 1366588 32019 642114 642114 148895 148895 15391669 6660586 8720433 10650 20395 50 5385 14960 886379 603086 277474 5819 4152700 3350108 769149 33443 9720147 8383802 1332926 3419 515977 185127 330321 529 556592 259890 296702 1297894 1256512 41382 1681846 1475397 206449 1156050 1024441 126399 5210 LOSS ON NMTC UNWINDING 16617009 16617009 PHARMACEUTICALS 5923484 5872310 51174 MEDICAL/DENTAL SUPPLIES 2817113 2764007 53106 EQUIPMENT & FURNITURE 1570783 1145294 421967 3522 1976184 1375547 568758 31879 160072569 104153282 55327391 591896 9940324 5306021 13373049 11294137 8806665 8839907 8593716 8174852 3960321 5260321 843726 459982 2205667 2587506 47172501 34501151 12859922 12671350 26214189 29124664 40353949 22207467 127151528 105926207 21607958 18448811 286425 286425 12950488 6454439 22299429 30713023 57144300 55902698 X 66681165 47546939 3326063 2476570 70007228 50023509 127151528 105926207 -19983719 0 X 0 1 X 1 1 1 X 41416888 45649466 42422115 38820650 38953253 207262372 41416888 45649466 42422115 38820650 38953253 207262372 207262372 8172 728113 2120221 1830755 4687261 2725588 10986396 2595874 16307858 228257491 393058115 0.90800 0.89790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISELLANEOUS REVENUE - 2020 AMOUNT: $ 2,725,588. 2021 AMOUNT: $ 10,986,396. 2022 AMOUNT: $ 2,595,874. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1814841 1814841 23002684 15946290 7056394 9349135 8096552 1252583 12672793 10458309 2214484 333048 333048 12671350 DUE FROM RELATED ORGANIZATIONS 747331 DEPOSITS 753577 OPERATING RIGHT-OF-USE ASSETS 20326534 RISK POOL RECEIVABLE 380025 22207467 OPERATING LEASE LIABILITIES 21454848 ESTIMATED THIRD-PARTY PAYABLE 9258175 30713023 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, 2025 AND 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. 2024 GOLF 168347 127583 40764 1000 20691 19073 41705 2025 GALA 164600 126238 38362 37712 650 65277 332947 253821 79126 1000 20691 56785 650 106982 186108 -106982 1 BONNEVILLE SAN FRANCISCO 1029 KBLX-FM 2001 JUNIPERO SERRA BLVD SUITE 350 DALY CITY CA 94014 870266746 10000 0 JUNETEENTH SPONSORSHIP 0 1 PART I, LINE 2: GRANTS ARE GENERALLY UNRESTRICTED, HOWEVER, THE ORGANIZATION MONITORS PROPER USE OF GRANT FUNDS THROUGH WITNESSING OF THE JUNETEENTH CELEBRATION THE FUNDS WERE INTENDED TO SUPPORT. X X 0 0 0 0 0 0 0 0 0 AYEOLA ALEXANDER CHIEF PEOPLE OFFICER 631650 0 0 0 0 0 0 0 0 0 631650 0 0 0 DAVID VLIET MBA CEO (THRU 9/2024) 323521 0 186333 0 27925 0 549 0 9737 0 548065 0 0 0 MICHAEL STACEY MD CHIEF MEDICAL OFFICER 388304 0 54000 0 0 0 2945 0 6534 0 451783 0 0 0 BENT COPEN MPA CHIEF FINANCIAL OFFICER 323148 0 23500 0 0 0 3250 0 0 0 349898 0 0 0 ERIKA SIMPSON-AKPAWU MPH DEPUTY CHIEF OF CLINICAL OPERATIONS 325298 0 0 0 0 0 0 0 0 0 325298 0 0 0 LEIGH FELTON CHIEF OF STAFF 318230 0 0 0 0 0 0 0 0 0 318230 0 0 0 MAGDALEN EDMUNDS MD MPH FAAFP DEPUTY CHIEF MEDICAL OFFICER 290066 0 3500 0 0 0 1868 0 14580 0 310014 0 0 0 BRENT SUGIMOTO MD PROGRAM DIRECTOR, MEDICAL RESIDENCY 274354 0 3600 0 0 0 2641 0 16083 0 296678 0 0 0 SUSAN FERGUSON MD PHYSICIAN - INTERNAL MEDICINE 272332 0 8080 0 0 0 2566 0 6603 0 289581 0 0 0 LINDA FRANKEL MD MEDICAL DIR OF SPECIALTY SERVICES 253132 0 6586 0 0 0 1088 0 9053 0 269859 0 0 0 KIMBERLY CECI MD MPH DEPUTY CHIEF MEDICAL OFFICER 258672 0 8080 0 0 0 2613 0 0 0 269365 0 0 0 MIRIAM PARKER DDS MPA CHIEF DENTAL OFFICER 242521 0 4395 0 0 0 2460 0 8254 0 257630 0 0 0 JULIE SINAI CHIEF STRAGEGY OFFICER (THRU 1/2025) 247838 0 3500 0 0 0 2231 0 743 0 254312 0 0 0 BRENDA GOLDSTEIN MPH CHIEF OF INTEGRATED SERVICES 230600 0 11500 0 0 0 1942 0 9218 0 253260 0 0 0 YUI NISHIIKE NP CHIEF MEDICAL INFORMATION OFFICER 229851 0 3500 0 0 0 1246 0 11130 0 245727 0 0 0 LUCINDA BRANNON DEPUTY DIRECTOR (THRU 1/2025) 205245 0 3500 0 0 0 2087 0 15881 0 226713 0 0 0 CECILIA AVILES CEO (START 9/2024) 164662 0 28500 0 0 0 1507 0 770 0 195439 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 DURING THE 6/30/2025 FISCAL YEAR, THE ORGANIZATION DELEGATED THE ROLE OF CHIEF PEOPLE OFFICER (A KEY EMPLOYEE POSITION) TO AYEOLA ALEXANDER, AN INDEPENDENT CONSULTANT. COMPENSATION PAID TO AYEOLA ALEXANDER IN EXCHANGE FOR THESE SERVICES TOTALED $631,650 DURING THE 2024 CALENDAR YEAR (WHICH HAS REPORTED AS COMPENSATION ON FORM 990, PART VII, SECTION A) AND $458,375 DURING THE 6/30/2025 FISCAL YEAR. DURING THE 6/30/2025 FISCAL YEAR, THE ORGANIZATION DELEGATED THE ROLE OF DEPUTY CHIEF OF CLINICAL OPERATIONS (A KEY EMPLOYEE POSITION) TO ERIKA SIMPSON-AKPAWU, A CONSULTANT WITH HEALTH SCOPE CONSULTING. COMPENSATION PAID TO HEALTH SCOPE CONSULTING IN EXCHANGE FOR THESE SERVICES TOTALED $325,298 DURING THE 2024 CALENDAR YEAR (WHICH HAS REPORTED AS COMPENSATION ON FORM 990, PART VII, SECTION A) AND $357,308 DURING THE 6/30/2025 FISCAL YEAR. DURING THE 6/30/2025 FISCAL YEAR, THE ORGANIZATION DELEGATED THE ROLE OF CHIEF OF STAFF (A KEY EMPLOYEE POSITION) TO LEIGH FELTON, A CONSULTANT WITH COS LEADERS CIRCLE LLC. COMPENSATION PAID TO COS LEADERS CIRCLE LLC IN EXCHANGE FOR THESE SERVICES TOTALED $318,230 DURING THE 2024 CALENDAR YEAR (WHICH HAS REPORTED AS COMPENSATION ON FORM 990, PART VII, SECTION A) AND $398,168 DURING THE 6/30/2025 FISCAL YEAR. 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 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 FRIENDS OF LIFELONG MEDICAL CARE D 691444 BOOK VALUE OVER 60-CEI INC D 55887 BOOK VALUE FRIENDS OF LIFELONG MEDICAL CARE E 943311 BOOK VALUE EAST BAY COMMUNITY RECOVERY FUND E 1907280 BOOK VALUE FRIENDS OF LIFELONG MEDICAL CARE K 594000 BOOK VALUE EAST BAY COMMUNITY RECOVERY FUND K 352025 BOOK VALUE OVER 60-CEI INC K 73250 BOOK VALUE