2022-05-16T21:08:13-05:00 2021-06-30 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2020-07-01 593831966 THE CENTER TO PROMOTE HEALTHCARE ACCESS INC CENT 9165634004 360 GRAND AVE NO 190 OAKLAND CA 94610 REY FAUSTINO CEO 9165634004 2022-05-16 1 REY FAUSTINO 999009999 CAROLYN R AMSTER P00189994 6508556800 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X ALLUMA REY FAUSTINO 360 GRAND AVE NO 190 OAKLAND CA 94610 45211912 0 X WWW.ALLUMA.ORG X 2006 CA REIMAGINING THE WAY TECHNOLOGY ENABLES PEOPLE TO CONNECT TO OPPORTUNITY AND HAVE AGENCY 9 8 179 6 0 0 0 223383 32698331 35266480 401974 522803 0 0 33100305 36012666 0 0 0 0 20435971 20074922 0 0 807004 19643979 19452067 40079950 39526989 -6979645 -3514323 30533906 28678229 10623322 9972095 19910584 18706134 X WE WORK WITH COMMUNITIES TO SHAPE A SOCIAL OPPORTUNITY SYSTEM THAT SUPPORTS THE 100 MILLION ECONOMICALLY INSECURE PEOPLE IN THE US AND CENTERS WOMEN OF COLOR. WE ARE REIMAGINING THE WAY TECHNOLOGY IS USED TO ENABLE PEOPLE TO HAVE AGENCY TO CONNECT TO OPPORTUNITY. 1 0 19495417 32805746 INTEGRATED ELIGIBILITY SOLUTION AND SERVICESWHILE GOVERNMENT AGENCIES AND NONPROFITS HAVE LONG RECOGNIZED THE NEED TO LINK TOGETHER SILOED HEALTH AND HUMAN SERVICES PROGRAMS TO STREAMLINE INFORMATION, ROUTING, COMPLIANCE AND REGISTRATION PROCESSES, IT TOOK THE AFFORDABLE CARE ACT (ACA) TO TURN THIS VISION INTO REALITY. IN 2012, THE ACA REQUIRED STATES TO CONNECT THEIR HEALTH INSURANCE EXCHANGES TO EXISTING ELIGIBILITY SYSTEMS IN ORDER TO PROCESS MEDICAID ELIGIBILITY BASED ON A CUSTOMER'S MODIFIED ADJUSTED GROSS INCOME (MAGI). MANY STATES, BORROWING FROM THE ALLUMA'S WORK PIONEERED NEW ELIGIBILITY SYSTEMS IN TANDEM WITH THEIR NEW INSURANCE EXCHANGES. IN 2011, IN PREPARATION FOR THIS, ALLUMA BEGAN SUPPORTING THE STATE OF ARIZONA'S EFFORTS TO BUILD A SYSTEM TO PROVIDE A COMBINED APPLICATION THAT PEOPLE CAN USE THEMSELVES OR WITH THE HELP OF A WORKER AT ONE OF THE 200-PLUS COMMUNITY PARTNER ORGANIZATIONS. SINCE 2013, ALLUMA HAS IMPLEMENTED THIS SOLUTION IN INDIANA (LAUNCHED AS IND-E-APP IN 2013), MARYLAND (LAUNCHED AS HEALTHY MARYLAND IN 2014) AND 38 CALIFORNIA COUNTIES . SINCE 2010, 25 MILLION APPLICATIONS FOR PUBLIC AND PRIVATE BENEFITS HAVE BEEN PROCESSED, WITH 7 MILLION OF THOSE IN THE STATE OF CALIFORNIA. 7179452 2460734 ONE-E-APPFROM 1998 TO 2009, ALLUMA ENCOURAGED IMPROVEMENTS IN ENROLLMENT IN PUBLIC PROGRAMS THROUGH TECHNOLOGICAL INNOVATION AND POLICY CHANGE. IN 2001, ALLUMA GRANTED A FREE HEALTH-E-APP LICENSE TO THE STATE OF CALIFORNIA. SUBSEQUENTLY, 4 STATES AND 40 COUNTIES EXPANDED ON THIS CONCEPT BY ADOPTING OUR ONE-E-APP SOLUTION WHICH PROVIDES A SINGLE ENTRY POINT LOCAL AND STATE HEALTH AND HUMAN SERVICES PROGRAMS. IN 2004, ALLUMA WAS OFFICIALLY ESTABLISHED AS 501C(3) TO PROMOTE THE DEVELOPMENT AND USE OF ONE-E-APP WITH THE GOAL OF INCREASING THE NUMBER AND PERCENTAGE OF ELIGIBLE PEOPLE IN THE UNITED STATES WHO ENROLL AND RE-ENROLL IN HEALTH AND SOCIAL SERVICES PROGRAMS BY OFFERING A SIMPLER, EASIER, COMPREHENSIVE, EFFICIENT PROCESS ACCESSIBLE TO THE PUBLIC. 2008376 ONE DEGREE, SINCE ITS FOUNDING, ONE DEGREE IS A WEB AND MOBILE PLATFORM FOR COMMUNITY RESOURCES: ONE DEGREE HAS SERVED OVER 225,000 PEOPLE BY PROVIDING VITAL NONPROFIT AND SOCIAL SERVICE INFORMATION, PROVIDING TECHNOLOGY- AND HUMAN-BASED SUPPORT TO NAVIGATE RESOURCES, AND MAINTAINING TOOLS TO HELP PEOPLE FIND, TRACK, AND SHARE RESOURCE INFORMATION. 28683245 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 42 0 1 179 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 CA X MICHAEL GEMM 7196420971 360 GRAND AVE UNIT 190 OAKLAND CA 94610 ROBERT PHILLIPS PRESIDENT & CEO 50.00 0.25 X X 386050 0 27397 MAYRA ALVAREZ BOARD CHAIR 2.00 0.25 X X 0 0 0 RIMA COHEN VICE CHAIR OF THE BOARD 2.00 0.25 X X 0 0 0 STEPHANIE E QUINN SECRETARY 2.00 X X 0 0 0 JAMES YOCUM TREASURER 2.00 0.25 X X 0 0 0 MICHAEL MCAFEE BOARD MEMBER FROM 08/2020 2.00 0.25 X 0 0 0 KARLA MONTERROSO BOARD MEMBER FROM 08/2020 2.00 0.25 X 0 0 0 LICY DO CANTO BOARD MEMBER FROM 08/2020 2.00 X 0 0 0 JONATHAN KROMM BOARD MEMBER FROM 05/2021 2.00 X 0 0 0 MELANIE NATHANSON BOARD CHAIR UNTIL 12/31/20 2.00 0.25 X X 0 0 0 CHI HUYNH INTERIM CFO/CONTROLLER 60.00 X 229104 0 28585 BOBBIE WILBUR GENERAL MANAGER 60.00 X 441762 0 35834 MARCELLA GONZALEZ SR DIRECTOR, SOLUTIONS ADV 60.00 X 261719 0 29290 KATIE TAMONY CHIEF OF COMMUNICATION AND 50.00 X 232538 0 0 TAHIRA CUNNINGHAM CHIEF OF STAFF 60.00 X 204589 0 18697 JOHN GONZALEZ CHIEF OF OPERATION & SOLUTION DELIVERY 60.00 X 261310 0 42983 2017072 0 182786 71 0 1 0 WOVENWARE INC 1000 CALLE LOS ANGELES SUITE 100 SAN JUAN PR 00909 CONTRACT CONSULTING 2350717 ONSHORE TECHNOLOGY SERVICES INC 902 N MISSOURI STREET MACON MO 63552 CONTRACT CONSULTING 1834904 RSYSTEMS 5000 WINDPLAY DRIVE SUITE 5 EL DORADO HILLS CA 95762 CONTRACT CONSULTING 1564182 CORETEK INC 34900 GRAND RIVER AVENUE FARMINGTON HILLS MI 48335 CONTRACT CONSULTING 1411408 EPLUS TECHNOLOGY INC FILE 56861 PO BOX 404398 LOS ANGELES CA 90074 CONTRACT CONSULTING 1395092 37 223383 223383 FEES/OTHER PROGRAM REV 611710 35266480 35266480 35266480 384011 384011 9338038 9001951 197295 336087 -197295 138792 138792 36012666 35266480 0 522803 X 602167 468046 114277 19844 16183952 12579278 3071332 533342 507924 394793 96392 16739 1413766 1098876 268299 46591 1367113 1062614 259446 45053 616620 232240 384380 127026 6845 120181 8691795 8341089 292553 58153 35230 3778 31452 768427 691365 69386 7676 951837 176517 773384 1936 64844 31369 33162 313 39673 39673 956249 6909 949340 214282 6728 207554 TECHNICAL SERVICES 2413149 1819409 574833 18907 BAD DEBT EXPENSE 2082105 2082105 REPAIRS AND MAINTENANCE 1913892 1698069 158123 57700 MISCELLANEOUS EXPENSES 331649 20229 311165 255 245289 45091 199703 495 39526989 28683245 10036740 807004 537402 2169495 247748 298715 11670190 7608826 979716 398221 8063753 5467926 3640751 2595827 13371537 15522216 86562 84929 30533906 28678229 5811907 3662098 25399 259730 3062068 5211968 1723948 838299 10623322 9972095 X 19910584 18706134 19910584 18706134 30533906 28678229 X -3514323 1682328 627545 X X 0 0 0 X 26466069 30459863 29309824 32698331 35489863 154423950 26466069 30459863 29309824 32698331 35489863 154423950 115000 9481 124481 0 115000 9481 124481 154299469 194089 272568 935050 300808 384011 2086526 194089 272568 935050 300808 384011 2086526 26660158 30732431 30244874 32999139 35873874 156510476 0.98590 0.98740 0.01330 0.01170 X PART III, LINES 1 & 2 THE ORGANIZATION'S CONTRACT SERVICES BENEFIT THE PUBLIC AS DESCRIBED IN REGS. SECT. 1.509(A)-3(G), AND THEREFORE AMOUNTS REPORTED AS PROGRAM SERVICE REVENUE ON FORM 990, PART VIII ARE REPORTED HERE AS GRANTS ON LINE 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 546869 281233 265636 6916324 4910256 2006068 600560 276437 324123 2595827 CAPITAL LEASE OBLIGATION 838299 838299 X X 0 0 0 0 0 0 0 0 0 BOBBIE WILBUR GENERAL MANAGER 441762 0 0 0 0 0 9459 0 26375 0 477596 0 0 0 ROBERT PHILLIPS PRESIDENT & CEO 386050 0 0 0 0 0 3211 0 24186 0 413447 0 0 0 JOHN GONZALEZ CHIEF OF OPERATION & SOLUTION DELIVE 261310 0 0 0 0 0 5075 0 37908 0 304293 0 0 0 MARCELLA GONZALEZ SR DIRECTOR, SOLUTIONS ADV 261719 0 0 0 0 0 5770 0 23520 0 291009 0 0 0 CHI HUYNH INTERIM CFO/CONTROLLER 229104 0 0 0 0 0 4524 0 24061 0 257689 0 0 0 KATIE TAMONY CHIEF OF COMMUNICATION AND 232538 0 0 0 0 0 0 0 0 0 232538 0 0 0 TAHIRA CUNNINGHAM CHIEF OF STAFF 204589 0 0 0 0 0 3589 0 15108 0 223286 0 0 0 FORM 990, PART III, LINE 2 ON FEBRUARY 25, 2020, THE ORGANIZATION ENTERED INTO AN INTEGRATION AGREEMENT WITH ONE DEGREE, A PUBLIC CHARITY EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, WITH THE INTENT TO CREATE A STRATEGIC ALLIANCE TO FULFILL THE ORGANIZATION'S MISSION. THE INTEGRATION WAS ACCOUNTED FOR AS AN ACQUISITION OF ONE DEGREE IN ACCORDANCE WITH ASC 958-805, NOT-FOR-PROFIT-ENTITIES BUSINESS COMBINATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEWS AND APPROVES THE FORM 990. BEFORE IT IS SUBMITTED TO THE IRS, MANAGEMENT THOROUGHLY REVIEWS FORM 990 PRIOR TO SUBMISSION TO THE BOARD OF DIRECTORS AND SUBMITS ANY QUESTIONS, COMMENTS OR CORRECTIONS TO MANAGEMENT. ONCE CORRECTIONS ARE MADE TO THE SATISFACTION OF THE BOARD OF DIRECTORS APPROVES THE FINAL FORM 990 FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY PROVIDES A MECHANISM FOR DISCLOSING AND EVALUATING POTENTIAL AND ACTUAL CONFLICTS; AND PROCEDURES FOR THE BOARD OF DIRECTORS IN CONSIDERING ANY TRANSACTION OR ARRANGEMENT WHERE A CONFLICT MAY EXIST. SPECIFICALLY, THE CONFLICT OF INTEREST POLICY ASSURES THAT COVERED PERSONS (I.E., THE ORGANIZATION'S DIRECTORS, OFFICERS, MEMBERS OF ANY COMMITTEE OF THE BOARD OF DIRECTORS, AND THOSE EMPLOYEES WHO MAY BE DESIGNATED BY ACTION OF THE BOARD) WITH CONFLICTS WILL NOT HAVE INFLUENCE OVER THEIR OWN COMPENSATION OR THE CORPORATION'S BUSINESS DEALINGS WITH THEM. IT SETS OUT PROCEDURES FOR ACTING ON CONFLICT OF INTEREST TRANSACTIONS AND REQUIRES THAT COVERED PERSONS DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AS THEY ARISE. THE CONFLICT OF INTEREST POLICY FURTHER REQUIRES THAT COVERED PERSONS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO ENSURE THAT MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE PROMPTLY AND FULLY DISCLOSED TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS MADE UP OF BOARD MEMBERS AND HAS BEEN EMPOWERED BY THE BOARD OF DIRECTORS TO MAKE COMPENSATION RECOMMENDATIONS. THESE RECOMMENDATIONS AND BOARD OF DIRECTORS APPROVALS ARE MADE UNDER THE REBUTTABLE PRESUMPTION MODEL AS LAID OUT BY THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON THE GUIDESTAR WEBSITE. THE ORGANIZATION ALSO MAKES ITS OTHER GOVERNING DOCUMENTS SUCH AS THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ROBERT PHILLIPS - 5601 LEONA ST, OAKLAND, CA 94605. CHI HUYNH - 1211 GEORGETOWN AVE, SAN LEANDRO, CA 94579. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 8,289,189. MANAGEMENT AND GENERAL EXPENSES 192,513. FUNDRAISING EXPENSES 58,153. TOTAL EXPENSES 8,539,855. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 100,040. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,040. IT SERVICES: PROGRAM SERVICE EXPENSES 51,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,900. FORM 990, PART XI, LINE 9: INHERENT CONTRIBUTIONS FORM ONE DEGREE 627,545. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ONE DEGREE 2370 MARKET ST 162 SAN FRANCISCO CA 94114 364729392 HUMAN SERVICES CA 501(C)(3) LINE 7 THE CENTER TO PROMOTE HEALTHCARE ACCESS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1