2024-10-14T15:20:08-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 460693359 UNITED HEALTH CENTERS FOUNDATION INC UNIT 5596466618 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 JUSTIN PREAS CEO 5596466618 2024-10-10 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-10-10 2023 2024-10-15 13:58:12Z JUSTIN PREAS 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 844077 0 X WWW.UNITEDHEALTHCENTERS.ORG X 2009 CA THE UNITED HEALTH CENTERS FOUNDATION, INC. IS DEDICATED TO PROVIDING THE RESOURCES TO IMPROVE HEALTH AND QUALITY OF LIFE OF OUR COMMUNITIES. THE UHC FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY PROGRAMS THAT EXTEND BEYOND THE SCOPE OF PRIMARY HEALTH CARE SERVICES IN RURAL COMMUNITIES. 5 4 0 5 0 0 164373 186946 0 0 260998 503035 15 4143 425386 694124 0 140000 0 0 0 0 0 0 0 558844 557043 558844 697043 -133458 -2919 21663098 21386177 21118258 20844256 544840 541921 X UNITED HEALTH CENTERS FOUNDATION INC'S SPECIFIC PURPOSE IS TO PROVIDE TO AS WELL AS TO PROMOTE, SUPPORT, AND ENCOURAGE THE PROVISION OF HEALTH CARE SERVICES FOR UNDESERVED INDIVIDUALS AND THEIR FAMILIES IN THE SAN JOAQUIN VALLEY AND TO SUPPORT THE UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC., A FEDERALLY QUALIFIED HEALTH CENTER, AND ANY AND ALL RELATED ACTIVITIES. 0 0 680061 140000 0 THE UNITED HEALTH CARE (UHC) FOUNDATION, A SUPPORTING ORGANIZATION TO UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, IS DEDICATED TO PROVIDING RESOURCES TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF OUR COMMUNITIES. THE UHC FOUNDATION WAS ESTABLISHED TO SUPPORT COMMUNITY PROGRAMS THAT EXTEND BEYOND THE SCOPE OF PRIMARY HEALTH CARE SERVICES IN RURAL COMMUNITIES. THE UHC FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF THE UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, A FEDERALLY QUALIFIED HEALTH CENTER, THAT SERVES A LARGELY MEDICALLY UNDERSERVED POPULATION IN THE CENTRAL SAN JOAQUIN VALLEY IN CALIFORNIA. 680061 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 CA X JESUS MALDONADO 5596466618 3875 WEST BEECHWOOD AVENUE FRESNO CA 93711 JUSTIN PREAS BOARD MEMBER 1.00 40.00 X X 0 768225 35042 DAVID PHILLIPS BOARD TREASURER 1.00 X X 0 0 0 DR JACK SHANTZ BOARD CHAIR 1.00 1.00 X X 0 0 0 OFELIA GARCIA BOARD MEMBER 1.00 1.00 X 0 0 0 RICARDO VIVEROS BOARD MEMBER 1.00 X 0 0 0 0 768225 35042 0 0 1 0 0 129811 57135 186946 503035 503035 149953 129811 149953 0 4143 4143 4143 694124 0 0 507178 140000 140000 4154 4154 2175 2175 9024 9024 540061 540061 FUNDRAISING EXPENSES 1609 1609 TAXES. LICENSES & DUES 20 20 697043 680061 16982 0 396035 317377 206763 3000 21060300 21060300 0 5500 21663098 21386177 12991196 12598976 8127062 8245280 21118258 20844256 X 544840 541921 544840 541921 21663098 21386177 -2919 0 X 0 1 X 1 0 X X 1 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY 941732538 7 1 680061 0 1 680061 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY PAYABLES 8245280 8245280 GALA 118612 56859 61753 42127 2800 16825 GOLF TOURNAMENT 115436 41987 73449 7469 12971 53009 1 45716 30965 14751 80 1015 13657 279764 129811 149953 7469 55178 3815 83491 149953 0 1 CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION 4910 N CHESTNUT AVE FRESNO CA 93726 946003272 501(C)(3) 140000 0 FOR THE DR. SHANKERMAN COLLEGE SCHOLARSHIP PROGRAM 1 0 PART I, LINE 2: THE ORGANIZATION DOES MAINTAIN A RECORD OF AMOUNTS PAID TO GRANT RECIPIENTS AND WILL ENSURE FUNDS ARE SPENT AS DIRECTED BY THE ORGANIZATION. IN 2023, THIS AMOUNT WAS APPROVED BY THE BOARD AS A CONTRIBUTION TO FRESNO STATE FOR STUDENTS THAT ARE PURSUING A MEDICAL CAREER. 0 0 0 0 0 0 0 0 0 JUSTIN PREAS BOARD MEMBER 0 605617 0 128955 0 33653 0 11992 0 23050 0 803267 0 0 PART I, LINE 3 UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY HAS THE FOLLOWING POLICY IN PLACE: THE BOARD OF DIRECTORS HAS A PROCESS FOR REVIEWING AND APPROVING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICER 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 AND OTHER OFFICERS INCLUDES THE APPROVAL OF THE COMPENSATION ARRANGEMENT IN ADVANCE, BY 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 B, LINE 11B UNITED HEALTH CENTERS FOUNDATION'S BOARD TREASURER REVIEWS THE FORM 990 FOR ACCURACY. SUBSEQUENTLY FORM 990, COMPLETE WITH ALL SCHEDULES, IS PROVIDED TO THE FULL BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 WHILE THE FOUNDATION'S BOARD HAS NOT OFFICIALLY ADOPTED A CONFLICT OF INTEREST POLICY, IT DOES FOLLOW THE POLICY OF ITS SUPPORTED ORGANIZATION, THE UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY. ALL FOUNDATION BOARD MEMBERS AND OFFICERS MUST REPORT ALL POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. THE FOLLOWING POLICY STIPULATIONS MUST BE ADHERED TO BY THE FOUNDATION: POSSIBLE CONFLICTS OF INTEREST ARE DEFINED 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 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 EMPLOYER 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 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 OF THE SAN JOAQUIN VALLEY 3875 WEST BEECHWOOD AVENUE FRESNO CA 93722 941732538 SUPPORTED ORGANIZATION OF UNITED HEALTH CENTERS FOUNDATION, INC. CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE TAXPAYER HAS ROUTINELY MET FILING REQUIREMENTS FOR FORM 990 AND INFORMATION REPORTING ON A TIMELY BASIS. THE LATE FILING OF FORM 990 FOR THE YEAR ENDED DECEMBER 31, 2023 WAS AN INRREGULARITY. FOR TAX YEAR 2023 THE ORGANIZATION TRANSITIONED PAID PREPARERS (ALONG WITH THEIR RELATED PARTY PARENT). THE ORGANIZATION RELIED UPON THEIR PAID PREPARER TO FILE THE PROPER EXTENSIONS TO EXTEND THE ORIGINAL DUE DATE OF THE RETURN AND RELEASE THE RETURN UPON APPROVAL RECEIVED. THE PAID PREPARER USES A COMBINATION OF TAX SOFTWARE AND A FILE TRACKING SOFTWARE TO RECORD COMPLETION OF EXTENSIONS. THERE WAS A MISCOMMUNICATION ON WHO WAS HANDLING THE EXTENSION AND BOTH PARTIES THOUGHT IT WAS BEING FILED BY THE OTHER; HOWEVER, IT WAS NOT AND THE RETURN AS A RESULT IS BEING FILED LATE BUT WITHIN THE TYPICAL EXTENDED DUE DATE TIME PERIOD. BASED ON THE HISTORY OF ROUTINE COMPLIANCE, WE RESPECTFULLY REQUEST THAT ANY PROPOSED INTEREST AND PENALTIES ABATED AND THE IRS RECOGNIZE REASONABLE CAUSE IN DOING SO.