Civic Intelligence

United Health Centers Foundation Inc

EIN 46-0693359 • 501(c)3 • Fresno, CA

Profile

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.

3875 West Beechwood AvenueFresno, CA 93711

www.unitedhealthcenters.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.97x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

32.64x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$949,632

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 147.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

1.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-7.4%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,616,741

Up $230,564 (+1.1%) from 2023

Liabilities

Up

$20,987,350

Up $143,094 (+0.7%) from 2023

Net Assets

Up

$629,391

Up $87,470 (+16%) from 2023

Revenue

Down

$642,996

Down $51,128 (-7.4%) from 2023

Expenses

Down

$555,526

Down $141,517 (-20%) from 2023

Net Income

Up

$87,470

Up $90,389 (+3097%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2014: $6,702,874Liabilities 2014: $0Net Assets 2014: $6,702,8742014Assets 2015: $6,710,394Liabilities 2015: -$111,406Net Assets 2015: $6,821,8002015Assets 2016: $14,243,137Liabilities 2016: $7,304,040Net Assets 2016: $6,939,0972016Assets 2017: $14,127,540Liabilities 2017: $7,117,040Net Assets 2017: $7,010,5002017Assets 2018: $17,112,389Liabilities 2018: $10,129,983Net Assets 2018: $6,982,4062018Assets 2019: $18,433,753Liabilities 2019: $17,636,871Net Assets 2019: $796,8822019Assets 2020: $18,995,894Liabilities 2020: $17,698,865Net Assets 2020: $1,297,0292020Assets 2021: $21,503,205Liabilities 2021: $20,824,907Net Assets 2021: $678,2982021Assets 2022: $21,663,098Liabilities 2022: $21,118,258Net Assets 2022: $544,8402022Assets 2023: $21,386,177Liabilities 2023: $20,844,256Net Assets 2023: $541,9212023Assets 2024: $21,616,741Liabilities 2024: $20,987,350Net Assets 2024: $629,3912024

Highlighted filing

2024

Assets$21,616,741
Liabilities$20,987,350
Net Assets$629,391

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2014: $84,689Expenses 2014: $23,593Net Income 2014: $61,0962014Revenue 2015: $160,731Expenses 2015: $41,805Net Income 2015: $118,9262015Revenue 2016: $625,478Expenses 2016: $508,181Net Income 2016: $117,2972016Revenue 2017: $741,030Expenses 2017: $669,627Net Income 2017: $71,4032017Revenue 2018: $733,002Expenses 2018: $761,096Net Income 2018: -$28,0942018Revenue 2019: $979,854Expenses 2019: $7,165,378Net Income 2019: -$6,185,5242019Revenue 2020: $807,142Expenses 2020: $306,995Net Income 2020: $500,1472020Revenue 2021: $711,194Expenses 2021: $1,329,925Net Income 2021: -$618,7312021Revenue 2022: $425,386Expenses 2022: $558,844Net Income 2022: -$133,4582022Revenue 2023: $694,124Expenses 2023: $697,043Net Income 2023: -$2,9192023Revenue 2024: $642,996Expenses 2024: $555,526Net Income 2024: $87,4702024

Highlighted filing

2024

Revenue$642,996
Expenses$555,526
Net Income$87,470

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$883,079
Mission and Program Overview

Mission

The organization has been formed for charitable purposes to provide as well as to promote, support and encourage the provision of health care and education to underserved individuals and their families in the san joaquin valley and to raise money for and support the nonprofit purposes of the member, a federally qualified health center.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$21,060,300$21,060,300→ $0
Cash and Non-Interest-Bearing Accounts$317,377$365,161▲ $47,784
Savings and Temporary Cash Investments$3,000$184,700▲ $181,700
Prepaid Expenses and Deferred Charges$5,500$6,580▲ $1,080
Total Assets$21,386,177$21,616,741▲ $230,564
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,598,976$11,757,155▼ $841,821
Other Liabilities$8,245,280$9,230,195▲ $984,915
Total Liabilities$20,844,256$20,987,350▲ $143,094
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$541,921$629,391▲ $87,470
Total Net Assets Fund Balance$541,921$629,391▲ $87,470
Total Liabilities and Net Assets / Fund Balance$21,386,177$21,616,741▲ $230,564
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Justin PreasBoard Member$690,375$259,257$949,632

Board Members and Trustees

NameTitle
Dr Jack ShantzBoard Chair
Ofelia GarciaBoard Member
Ricardo ViverosBoard Member
David PhillipsBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$423,961
Program Service Revenue
$0
Investment Income
$382,017
Other Revenue
$-162,982
All Other Contributions
$85,695
Change in Net Assets
$87,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$555,526
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$520,438--$520,438
All Other Expenses-$14,687-$14,687
Office Expenses-$10,519-$10,519
Information Technology-$5,401-$5,401
Conferences and Meetings-$2,456-$2,456
Fees for Services Accounting-$2,025-$2,025
Total Functional Expenses$520,438$35,088$0$555,526
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$240,083
Fundraising Gross Income$63,846
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$117,492$36,000$56,474$-20,474
Gala$215,450$15,410$88,490$-73,080
Total Events$402,112$63,846$240,083$-176,237
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payable$9,230,195
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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 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.

Filing and Contact Details

Filer

Filer Name
United Health Centers Foundation Inc
EIN
46-0693359
Phone
5596466618
Address
3875 WEST BEECHWOOD AVENUE, FRESNO, CA 93711

Signing Officer

Name
Justin Preas
Title
CEO
Phone
5596466618
Signed
2025-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Preas
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There were no changes made from prior year.

Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0UNITED 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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNITED 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE WERE NO CHANGES MADE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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