2026-05-05T15:14:16-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 941744108 LA CLINICA DE LA RAZA INC LACL 5105354000 PO BOX 22210 OAKLAND CA 946232210 KANWAR SINGH CFO 5105354000 2026-05-05 1 0 MICHAEL LUMSDEN P01262236 4159561500 2026-05-05 2024 2025-03-06 01:10:19Z JANE GARCIA PO BOX 22210 OAKLAND CA 946232210 181484246 0 X WWW.LACLINICA.ORG X 1971 CA COMPREHENSIVE MEDICAL SERVICES TO INDIVIDUALS IN NEED, REGARDLESS OF RACE, AGE, OR ABILITY TO PAY. 14 14 1419 134 0 0 39794273 40829661 113445959 124971241 1256736 1822352 -46977 -23000 154449991 167600254 0 0 0 0 108701556 118903311 0 0 233613 42467539 43765123 151169095 162668434 3280896 4931820 139872241 147417096 64559951 66503057 75312290 80914039 X TO IMPROVE THE QUALITY OF LIFE OF THE DIVERSE COMMUNITIES WE SERVE BY PROVIDING CULTURALLY APPROPRIATE, HIGH QUALITY, AND ACCESSIBLE HEALTH CARE FOR ALL. 0 0 70483464 0 72520664 MEDICAL SERVICES PROGRAM - PROVIDED COMPREHENSIVE PRIMARY HEALTHCARE SERVICES, INCLUDING PREVENTIVE CARE, DIAGNOSIS, AND TREATMENT, TO IMPROVE ACCESS AND HEALTH OUTCOMES FOR UNDERSERVED COMMUNITIES. 31299178 0 39220107 DENTAL SERVICES PROGRAM - PROVIDED DENTAL CARE SERVICES, INCLUDING PREVENTATIVE, RESTORATIVE, AND ORAL HEALTH TREATMENTS, TO SUPPORT OVERALL HEALTH AND WELLNESS IN THE COMMUNITIES SERVED. 6532463 0 33006 MENTAL HEALTH SERVICES PROGRAM - PROVIDED BEHAVIORAL HEALTH SERVICES, INCLUDING COUNSELING, PSYCHIATRIC CARE, AND SUPPORT SERVICES, TO ADDRESS MENTAL HEALTH NEEDS AND IMPROVE PATIENT WELL-BEING. 20296231 0 13197464 OTHER PROGRAMS - PROVIDED ADDITIONAL HEALTH SERVICES, INCLUDING OPTICAL CARE, ANCILLARY SERVICES, AND COMMUNITY HEALTH EDUCATION PROGRAMS TO SUPPORT OVERALL PATIENT CARE AND COMMUNITY WELLNESS. 20296231 0 13197464 128611336 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 245 0 1 1419 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KANWAR SINGH 5105352915 1450 FRUITVALE AVENUE THIRD FLOOR OAKLAND CA 94601 ROBERT CALVIN KATTER PRESIDENT 1.00 1.00 X X 0 0 0 CHRISTOPHER OHMAN VICE - PRESIDENT 1.00 1.00 X X 0 0 0 AISHA HAMPTON BOWSER SECRETARY 1.00 1.00 X X 0 0 0 PAUL MARRIOTT SWENSON MBA TREASURER 1.00 1.00 X X 0 0 0 RAMON TERRAZAS MD MPH PARLIAMENTARIAN 1.00 1.00 X X 0 0 0 CARLOS BRYSON DIRECTOR (THRU 12/2024) 1.00 1.00 X 0 0 0 SOPHIA BUCHELI DIRECTOR 1.00 1.00 X 0 0 0 JON ELAM DIRECTOR 1.00 1.00 X 0 0 0 MARIA DE LOS ANGELES ESPINOZA DIRECTOR 1.00 1.00 X 0 0 0 BLANCA GOMEZ DIRECTOR 1.00 1.00 X 0 0 0 NORMA GUADALUPE GUERRERO DIRECTOR 1.00 1.00 X 0 0 0 YVONNE HUDSON HARMON DIRECTOR 1.00 1.00 X 0 0 0 JO ANN INTILI DIRECTOR (THRU 12/2024) 1.00 1.00 X 0 0 0 GERALD MORGAN DIRECTOR 1.00 1.00 X 0 0 0 EMILY PRIETO TSEREGOUNIS PHD DIRECTOR 1.00 1.00 X 0 0 0 TINA RAINE-BENNETT MD MPH FA DIRECTOR 1.00 1.00 X 0 0 0 JANE GARCIA CHIEF EXECUTIVE OFFICER 40.00 1.00 X 946337 0 46620 JOHN J MURPHY MD CHIEF MEDICAL OFFICER 40.00 0.00 X 318346 0 29422 KANWAR SINGH CHIEF FINANCIAL OFFICER 40.00 1.00 X 310779 0 2022 FERNANDO CORTEZ CHIEF INFORMATION & SECURITY OFFICER 40.00 0.00 X 199703 0 35533 ARIANE TERLET DDS CHIEF DENTAL OFFICER 40.00 0.00 X 156909 0 22592 ZENAIDA AGUILERA CHIEF COMPLIANCE OFFICER 40.00 0.00 X 163660 0 2800 DOLLY DAVAR PHARMACY DIRECTOR 40.00 0.00 X 238237 0 6920 JORGE SIOPACK MD PHYSICIAN OB-GYN 40.00 0.00 X 419615 0 228 JUAN E VARGAS MD LEAD OB-GYN 40.00 0.00 X 285436 0 10075 ANABEL RUIZ MD PHYSICIAN ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 228624 0 12103 MICHELE HERMAN MD PHYSICIAN ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 230863 0 2376 SAMANTHA VARNER MD PHYSICIAN OB-GYN 40.00 0.00 X 192784 0 622 PAUL BAYARD MD FORMER CHIEF MEDICAL OFFICER 40.00 0.00 X 145672 0 14065 3836965 0 185378 272 1 1 0 OCHIN INC 1881 SW NAITO PARKWAY PORTLAND OR 97201 IT SERVICES 2427720 SECURITY ENFORCEMENT ALLIANCE INC 1516 NAPA STREET NAPA CA 94590 SECURITY SERVICES 1656922 TOWNSHIP BUILDING SERVICES INC 26 PAMARON WAY SUITE A NOVATO CA 94949 MAINTENANCE SERVICES 1404602 MED TECH SOLUTIONS INC PO BOX 748882 LOS ANGELES CA 90074 IT SERVICES 1048088 HUNGER NOT IMPOSSIBLE INC 628 CALIFORNIA AVENUE VENICE CA 90291 CONTRACTED SERVICES - MEAL CONNECTIONS 1000458 19 137442 30366972 10325247 1959749 40829661 NET PATIENT REVENUE 621400 108898170 108898170 CAPITATION REVENUE 621400 7242107 7242107 OTHER OPERATING REV 621400 4438828 4438828 PHARMACY - 340B PROG REV 621400 4392136 4392136 124971241 1937494 1937494 13649842 13764984 -115142 -115142 -115142 92018 137442 119008 -26990 -26990 3990 0 3990 3990 167600254 124971241 0 1799352 2127729 794604 1333125 84338548 71044777 13157513 136258 2089315 1763976 321749 3590 23666527 20263723 3369173 33631 6681192 5555803 1114843 10546 2002352 1896770 78030 27552 1018949 1018949 476574 40 476534 6047922 5297826 749433 663 26300 19450 6850 11656056 10937061 718995 7228831 304708 6923406 717 7873551 6413945 1455634 3972 361278 299526 61752 139053 135770 3260 23 689053 597996 91057 3911069 2237074 1673749 246 555555 6953 548602 DUES & SUBSCRIPTIONS 1058899 666443 383727 8729 COURIER & DELIVERY SERV 324246 108784 215462 0 TAXES & FEES 207033 94817 111380 836 188402 171290 17112 162668434 128611336 33823485 233613 3358932 2066888 2897354 13925033 7229880 8624043 13522558 13232071 12038400 12038400 332551 339256 5705037 5041690 71765142 42013751 32957794 29751391 27058870 29083573 7817869 7817869 26952996 25496882 139872241 147417096 13344149 14836065 4462464 5164146 5205511 3411457 4862221 6254795 36685606 36836594 64559951 66503057 X 72488199 77648437 2824091 3265602 75312290 80914039 139872241 147417096 4931820 669929 0 X 0 1 X 1 1 1 X 45297672 60102978 47928073 39794273 40829661 233952657 45297672 60102978 47928073 39794273 40829661 233952657 2668918 231283739 774074 204537 1093385 1466034 1937494 5475524 239428181 497740355 0.96600 0.97620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 570 0 0 1 3645 0 0 4215 0 PART II-B, LINE 1: LA CLINICA DE LA RAZA ENGAGED IN LIMITED LOBBYING ACTIVITIES CONDUCTED BY ONE EMPLOYEE (JANE GARCIA, OUR CEO), CONSISTING OF DIRECT COMMUNICATION WITH LEGISLATORS AND PUBLIC OFFICIALS, AS WELL AS PARTICIPATION IN ADVOCACY EFFORTS RELATED TO HEALTHCARE POLICY, INCLUDING SUPPORT FOR PROPOSITION 35. ACTIVITIES INCLUDED MEETINGS, CORRESPONDENCE, AND STAFF TIME DEVOTED TO LEGISLATIVE AND PUBLIC POLICY MATTERS. 2085517 2085517 37086138 17842860 19243278 7425977 4783084 2642893 23414910 19387807 4027103 1752600 1752600 29751391 INVESTMENT IN LA CLINICA GEORGIA STREET 7817869 C 7817869 DEPOSITS 865727 OPERATING LEASE RIGHT OF USE ASSETS 24631155 25496882 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 5435772 OPERATING LEASE LIABILITIES 25900822 ACCRUED LEGAL SETTLEMENT 5500000 36836594 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2025 AND 2024, THE ORGANIZATION HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 2024 ALL THAT JAZZ (& SUSHI!) 229460 137442 92018 4678 61740 25600 26990 229460 137442 92018 4678 61740 25600 26990 119008 -26990 X X 0 1 0 0 0 0 0 0 0 JANE GARCIA CHIEF EXECUTIVE OFFICER 481332 0 49500 0 415505 0 26248 0 20372 0 992957 0 415505 0 JORGE SIOPACK MD PHYSICIAN OB-GYN 419615 0 0 0 0 0 228 0 0 0 419843 0 0 0 JOHN J MURPHY MD CHIEF MEDICAL OFFICER 318346 0 0 0 0 0 2789 0 26633 0 347768 0 0 0 KANWAR SINGH CHIEF FINANCIAL OFFICER 310779 0 0 0 0 0 2022 0 0 0 312801 0 0 0 JUAN E VARGAS MD LEAD OB-GYN 285436 0 0 0 0 0 1954 0 8121 0 295511 0 0 0 DOLLY DAVAR PHARMACY DIRECTOR 238237 0 0 0 0 0 3424 0 3496 0 245157 0 0 0 ANABEL RUIZ MD PHYSICIAN ASSOCIATE MEDICAL DIRECTOR 228624 0 0 0 0 0 2762 0 9341 0 240727 0 0 0 FERNANDO CORTEZ CHIEF INFORMATION & SECURITY OFFICER 199703 0 0 0 0 0 3532 0 32001 0 235236 0 0 0 MICHELE HERMAN MD PHYSICIAN ASSOCIATE MEDICAL DIRECTOR 230863 0 0 0 0 0 2376 0 0 0 233239 0 0 0 SAMANTHA VARNER MD PHYSICIAN OB-GYN 192784 0 0 0 0 0 622 0 0 0 193406 0 0 0 ARIANE TERLET DDS CHIEF DENTAL OFFICER 156909 0 0 0 0 0 22592 0 0 0 179501 0 0 0 ZENAIDA AGUILERA CHIEF COMPLIANCE OFFICER 163660 0 0 0 0 0 2800 0 0 0 166460 0 0 0 PAUL BAYARD MD FORMER CHIEF MEDICAL OFFICER 145672 0 0 0 0 0 2391 0 11674 0 159737 0 0 0 PART I, LINE 4B JANE GARCIA PARTICIPATES IN A SUPPLEMENTAL, NONQUALIFIED 457(F) RETIREMENT PLAN SPONSORED BY THE ORGANIZATION. DURING THE 2024 CALENDAR YEAR, THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE PLAN. AS A RESULT OF VESTING OF THE 457(F) PLAN, $415,505 WAS CONSIDERED TAXABLE COMPENSATION DURING THE 2024 CALENDAR YEAR AND REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III) AND "COMPENSATION IN COLUMN (B) REPORTED AS DEFERRED ON PRIOR FORM 990" ON SCHEDULE J, PART II, COLUMN (F). A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 NONEAVAIL 2019-09-06 4103362 REFUND OF TAXABLE BONDS ISSUED 3/20/2019 0 0 0 A 608269 4103362 82000 4021362 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 2 1932944 FAIR MARKET VALUE X AUCTION ITEMS 53 21261 FAIR MARKET VALUE X GIFT BAG ITEMS 5 4914 FAIR MARKET VALUE X ELECTRONICS 1 250 FAIR MARKET VALUE X GIFT CARDS 6 200 FAIR MARKET VALUE X RAFFLE ITEMS 1 180 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING DEPARTMENT. UPON REVIEW AND APPROVAL BY THE FINANCE AND ACCOUNTING DEPARTMENT, THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND THEN SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS DIRECTORS, OFFICERS, AND EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF LA CLINICA; ALL SUCH INDIVIDUALS ARE REQUIRED TO COMPLETE A "CONFLICT OF INTEREST QUESTIONNAIRE & DISCLOSURE STATEMENT" ANNUALLY. IN THE EVENT A CONFLICT OF INTEREST IS IDENTIFIED, DISCLOSURE SHOULD BE MADE TO THE COMPLIANCE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. TRANSACTIONS WITH PARTIES WITH WHOM CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL THE FOLLOWING ARE OBSERVED: (I) THE CONFLICTING INTEREST IS FULLY DISCLOSED; (II) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (III) A COMPETITIVE BID OR COMPARABLE CALCULATION EXISTS, AND IS ACCORDANCE WITH LA CLINICA'S PROCUREMENT POLICY; AND (IV) THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF, HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. THE DECISION OF THE BOARD OR COMMITTEE IS DOCUMENTED WITHIN THE BOARD/COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE CEO IS DETERMINED BY THE MEMBERS OF THE BOARD OF DIRECTORS, WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS. SALARIES FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE DETERMINED BY THE CEO. BOTH THE BOARD OF DIRECTORS AND THE CEO UTILIZE COMPARABILITY DATA WHEN MAKING COMPENSATION DECISIONS, AND ALSO TAKE INTO ACCOUNT THE SIZE AND COMPLEXITY OF THE COMPARABLE ORGANIZATIONS, THE EMPLOYEE'S TENURE, AND OTHER SUCH INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE DISTRIBUTED UPON REQUEST. THE GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE ON THE WEBSITE AT WWW.LACLINICA.ORG. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON REQUEST. LA CLINICA VALLEJO GEORGIA STREET PROPERTY OWNER PO BOX 22210 OAKLAND CA 946232210 831342199 NMTC FINANCING FOR NEW HEALTH CARE FACILITY IN VALLEJO, CA CA 501(C)(3) LINE 12A, I LA CLINICA DE LA RAZA INC 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 LA CLINICA VALLEJO GEORGIA STREET PROPERTY OWNER K 230004 BOOK / ACTUAL VALUE