2021-05-13T17:32:55-05:00 2020-06-30 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2019-07-01 593831966 THE CENTER TO PROMOTE HEALTHCARE ACCESS INC CENT 5108341300 1951 WEBSTER STREET 2ND FLOOR OAKLAND CA 94612 ROBERT PHILLIPS PRESIDENT AND CEO 5108341300 2021-05-11 1 CAROLYN R AMSTER P00189994 6508556800 2021-05-11 2019 2022-09-23 18:48:47Z ALLUMA ROBERT PHILLIPS 1951 WEBSTER STREET 2ND FLOOR OAKLAND CA 94612 35496887 0 X WWW SOCIALINTEREST ORG X 2006 CA TO ELIMINATE THE BARRIERS THAT STAND BETWEEN PEOPLE AND SERVICES. 7 6 151 6 0 0 0 0 29309824 32698331 935050 401974 0 0 30244874 33100305 0 0 0 0 18448095 20435971 0 0 1147256 21635827 19643979 40083922 40079950 -9839048 -6979645 31817630 30533906 5142417 10623322 26675213 19910584 X WE ARE TENACIOUS PROBLEM-SOLVERS ON A BOLD MISSION: TO ELIMINATE THE BARRIERS THAT STAND BETWEEN PEOPLE AND SERVICES. 0 0 28877592 31170295 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. 2579080 1528036 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. 31456672 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 0 0 1 47 0 1 151 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHI HUYNH CONTROLLER 5108341300 1951 WEBSTER STREET 2ND FLOOR OAKLAND CA 94612 ROBERT PHILLIPS PRESIDENT & CEO 50.00 X X 458980 0 28753 MELANIE NATHANSON BOARD CHAIR 2.00 X X 0 0 0 STACY DEAN SECRETARY 2.00 X X 0 0 0 MAYRA ALVAREZ BOARD MEMBER 2.00 X 0 0 0 RIMA COHEN BOARD MEMBER 2.00 X 0 0 0 STEPHANIE E QUINN BOARD MEMBER 2.00 X 0 0 0 JAMES YOCUM BOARD MEMBER 2.00 X 0 0 0 BRENT COPEN CFO (UNTIL 12/3/19) 40.00 X 405559 0 33407 PAUL ELLIOT COO, CLIENT SERVICES (UNTIL 12/31/19) 50.00 X 410935 0 28385 CHI HUYNH INTERIM CFO/CONTROLLER 60.00 X 225102 0 32892 BOBBIE WILBUR GENERAL MANAGER 60.00 X 472937 0 31832 MARCELLA GONZALEZ SR DIRECTOR, SOLUTIONS ADVANCEMENT 60.00 X 278116 0 27940 KATIE TAMONY CHIEF OF COMMUNICATION AND CULTURE (UNTIL 07/27/20 50.00 X 322099 0 26378 CLAUDIA PAGE CHIEF OF STRATEGY & IMPACT OFF. (UNTIL 05/31/19) 40.00 X 303064 0 38581 TAHIRA CUNNINGHAM CHIEF OF STAFF 60.00 X 253046 0 20254 3129838 0 268422 53 0 1 0 RSYSTEM 5000 WINDPLAY DRIVE SUITE 5 EL DORADO HILLS CA 95762 CONTRACT CONSULTING 2586600 ENTRANCE CONSULTING SERVICES PO BOX 924614 HOUSTON TX 77292 CONTRACT CONSULTING 1380568 INSIGHT DIRECT USA INC PO BOX 731069 DALLAS TX 75372 CONTRACT CONSULTING 1256710 AVERRO 3009 DOUGLAS BLVD STE 300 ROSEVILLE CA 95661 CONTRACT CONSULTING 996942 SYNERGYQUAD INC 2893 SUNRISE BLVD STE 202 RANCHO CORDOVA CA 95742 CONTRACT CONSULTING 972902 31 FEES/OTHER PROGRAM REV 611710 32698331 32698331 32698331 300808 300808 2497748 2396582 101166 101166 101166 33100305 32698331 0 401974 X 1363437 1035503 271211 56723 15005869 11411353 2974425 620091 669320 501210 138231 29879 2138812 1622177 427024 89611 1258533 921866 274614 62053 529827 529827 166225 61925 104300 145414 145414 10498806 10342512 156294 60306 41839 18467 818966 639428 155056 24482 960158 960158 357805 196960 140061 20784 59217 59217 709152 616962 70915 21275 188634 188634 REPAIRS AND MAINTENANCE 2703241 2302259 358810 42172 TECHNICAL SERVICES 1900993 1556608 225412 118973 DATA CENTER CHARGES 246067 246067 BAD DEBT EXPENSE 150000 150000 149168 1842 104580 42746 40079950 31456672 7476022 1147256 1437389 537402 1634315 247748 11673255 11670190 150000 0 297554 979716 8132507 4491756 2896284 3640751 5397304 13371537 8236567 0 94962 86562 31817630 30533906 5117028 5811907 25389 25399 3062068 0 1723948 5142417 10623322 X 26675213 19910584 26675213 19910584 31817630 30533906 -6979645 215016 0 X X 0 1 X 1 0 X 29542260 26466069 30459863 29309824 32698331 148476347 29542260 26466069 30459863 29309824 32698331 148476347 115000 9481 124481 0 115000 9481 124481 148351866 59283 194089 272568 935050 300808 1761798 59283 194089 272568 935050 300808 1761798 29601543 26660158 30732431 30244874 32999139 150238145 0.98740 0.98950 0.01170 0.00960 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. 546869 212906 333963 6984841 4095078 2889763 600797 183772 417025 3640751 CAPITAL LEASE OBLIGATION 1150862 LINE OF CREDIT 573086 1723948 X 33315321 215016 215016 33100305 0 33100305 40079950 0 40079950 0 40079950 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA REVENUE AND TAXATION ACT. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2020, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X X 1 0 0 0 0 0 0 1 0 ROBERT PHILLIPS PRESIDENT & CEO 382480 0 76500 0 0 0 8766 0 19987 0 487733 0 0 0 BRENT COPEN CFO (UNTIL 12/3/19) 245309 0 20000 0 140250 0 12461 0 20946 0 438966 0 0 0 PAUL ELLIOT COO, CLIENT SERVICES (UNTIL 12/31/19 350755 0 60180 0 0 0 14000 0 14385 0 439320 0 0 0 CHI HUYNH INTERIM CFO/CONTROLLER 224596 0 0 0 506 0 11473 0 21419 0 257994 0 0 0 BOBBIE WILBUR GENERAL MANAGER 472829 0 0 0 108 0 14000 0 17832 0 504769 0 0 0 MARCELLA GONZALEZ SR DIRECTOR, SOLUTIONS ADVANCEMENT 278008 0 0 0 108 0 13871 0 14069 0 306056 0 0 0 KATIE TAMONY CHIEF OF COMMUNICATION AND CULTURE ( 270079 0 52020 0 0 0 9707 0 16671 0 348477 0 0 0 CLAUDIA PAGE CHIEF OF STRATEGY & IMPACT OFF. (UNT 158064 0 0 0 145000 0 8012 0 30569 0 341645 0 0 0 TAHIRA CUNNINGHAM CHIEF OF STAFF 204626 0 48000 0 420 0 6396 0 13858 0 273300 0 0 0 PART I, LINE 4A SEVERANCE WAS PAID TO BRENT COPEN IN THE AMOUNT OF $140,250 UPON HIS TERMINATION ON 12/03/2019. SEVERANCE WAS PAID TO CLAUDIA PAGE IN THE AMOUNT OF $145,000 UPON HER TERMINATION ON 05/31/2019. PART I, LINE 7 BONUSES UP TO 20% OF BASE SALARY ARE AWARDED ANNUALLY BASED ON EMPLOYEES' PERFORMANCES. THESE AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS EMPOWERED THE BOARD'S GOVERNANCE COMMITTEE TO REVIEW AND APPROVE THE FORM 990. BEFORE IT IS SUBMITTED TO THE IRS, MANAGEMENT THOROUGHLY REVIEWS FORM 990 PRIOR TO SUBMISSION TO THE BOARD'S GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS THE FORM 990 AND SUBMITS ANY QUESTIONS, COMMENTS OR CORRECTIONS TO MANAGEMENT. ONCE CORRECTIONS ARE MADE TO THE SATISFACTION OF THE GOVERNANCE COMMITTEE, THE GOVERNANCE COMMITTEE APPROVES THE FINAL FORM 990 FOR SUBMISSION TO THE IRS. IN ADDITION, THE FINAL FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE IT IS SUBMITTED 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 IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,295,713. MANAGEMENT AND GENERAL EXPENSES 9,523. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,305,236. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 113,391. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,391. IT SERVICES: PROGRAM SERVICE EXPENSES 8,046,799. MANAGEMENT AND GENERAL EXPENSES 33,380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,080,179. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.