2020-06-23T13:43:12-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 593831966 THE CENTER TO PROMOTE HEALTHCARE ACCESS INC CENT 5108341300 1951 WEBSTER STREET 2ND FLOOR OAKLAND CA 94612 ROBERT PHILLIPS PRESIDENT & CEO 5108341300 2020-06-19 1 MATTHEW PETROSKI P00853132 9257902600 2020-06-19 34.104.2.3 2020-06-19 12:55:46 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3DEC03AD850C6FD952F9D7BE3536A1E31300727C 2018 2020-11-06 18:47:13Z ALLUMA ROBERT PHILLIPS 1951 WEBSTER STREET 2ND FLOOR OAKLAND CA 94612 30244874 0 X WWW.SOCIALINTEREST.ORG X 2006 CA DEVELOP & IMPLEMENT TECHNOLOGY THAT PROVIDES EFFICIENT ACCESS TO HEALTH & OTHER SOCIAL SERVICES. 8 7 142 7 0 0 9481 0 30450382 29309824 272568 935050 0 0 30732431 30244874 0 0 0 0 15929157 18448095 0 0 844010 20342300 21635827 36271457 40083922 -5539026 -9839048 40741155 31817630 4226894 5142417 36514261 26675213 X THE CENTER TO PROMOTE HEALTHCARE ACCESS, INC. (THE "CENTER"), DBA ALLUMA, IS DEDICATED TO THE ONGOING IMPLEMENTATION AND DEVELOPMENT OF TECHNOLOGY THAT PROVIDES EFFICIENT ACCESS TO HEALTH AND OTHER SOCIAL SERVICES. 0 0 24049356 26976670 ALLUMA SUPPORTS ARIZONA INTEGRATED ELIGIBILITY AND ENROLLMENT SYSTEM THAT CURRENTLY SUPPORTS MEDICAID, CHIP, LTC, SNAP, TANF AND LOCAL HEALTH PROGRAMS. THE SOLUTION SUPPORTS APPROXIMATELY 2 MILLION ARIZONA RESIDENTS ABILITY TO SUBMIT ONLINE APPLICATIONS FOR MEDICAID AND OTHER PROGRAMS VIA THE HEALTH-E-ARIZONA PLUS (HEAPLUS) SOLUTION, IMPLEMENTED IN 2013. HEAPLUS INCLUDES THREE ROUTES THROUGH WHICH APPLICATIONS CAN BE SUBMITTED: CONSUMER OR ASSISTOR APPLICATIONS SUBMITTED ONLINE, WORKER ENTERED APPLICATIONS THAT ARE TAKEN FROM APPLICATIONS SUBMITTED ON PAPER, OVER THE PHONE OR IN PERSON INTERVIEWS OR AUTOMATED APPLICATIONS SUBMITTED BY THE FEDERAL GOVERNMENT ON BEHALF OF THE CONSUMERS. THE SYSTEM IS COMPLIANT WITH THE AFFORDABLE CARE ACT AND, AS SUCH, IS HIGHLY INTEGRATED WITH OTHER SUPPORT SYSTEMS TO REDUCE THE BURDEN ON CONSUMERS SUBMITTING APPLICATIONS. HEAPLUS ALSO SUPPORTS MORE THAN 200 COMMUNITY PARTNER ORGANIZATIONS THROUGHOUT THE STATE. 3144678 1743615 ALLUMA'S ONE-E-APP TECHNOLOGY PLATFORM IS A WEB-BASED SYSTEM THAT SUPPORT ALMOST 1 MILLION FAMILIES AND INDIVIDUALS ACROSS 40 COUNTIES AND 2 STATES APPLY FOR MULTIPLE HEALTH, SOCIAL SERVICE AND OTHER SUPPORT PROGRAMS FROM ONE LOCATION. ONE-E-APP IS USED BY CONSUMERS THEMSELVES OR BY STAFF WHO ASSIST FAMILIES AND INDIVIDUALS AT COMMUNITY CLINICS, HOSPITALS, STATE AND COUNTY AGENCIES, FOOD BANKS AND OTHER LOCATIONS. THE SYSTEM ALLOWS INDIVIDUALS TO APPLY FOR A RANGE OF PROGRAMS SUCH AS MEDICAID, CHIP, FOOD STAMPS (SNAP), EARNED INCOME TAX CREDIT, CHILD TAX CREDIT, UTILITY ASSISTANCE, LOCAL HEALTH INSURANCE EXPANSION PROGRAMS AND MORE. ONE-E-APP USES MASHUP TECHNOLOGY TO INTERFACE WITH COUNTY, STATE AND OTHER SYSTEMS TO PERMIT ELECTRONIC SUBMISSION OF APPLICATIONS, SUPPORTING DOCUMENTS AND SIGNATURES. 4034934 589539 ALLUMA'S STRATEGY AND INNOVATION LAB IS AN EFFORT TO BOLSTER ITS COMMITMENT TO, AND INVOLVEMENT WITH, THE COMMUNITIES IT SERVES BY LOOKING BEYOND SIMPLY ANALYZING FEDERAL, STATE AND LOCAL POLICY AND PRACTICE, AND FOCUSING ON THE IMPACT THOSE POLICIES AND PRACTICES HAVE ON PEOPLE'S ABILITY TO ACCESS PUBLICLY FUNDED SOCIAL SUPPORTS AND SERVICES IN THEIR NEIGHBORHOODS, COMMUNITIES, AND STATES. SOCIAL AND ECONOMIC INDICATORS AND OVERPOWERING ISSUES RELATED TO EQUITY, EQUALITY, AND OPPORTUNITY ARE FOCUSED ON THROUGH THE LENSES OF POLICY INNOVATION, HUMAN CENTERED DESIGN, DATA ANALYSIS AND TECHNOLOGY FOR SOCIAL IMPACT. 49945 49945 31278913 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 33 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 375222 0 32399 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 JIM YOCUM BOARD MEMBER 2.00 X 0 0 0 THOMAS DONOVAN BOARD MEMBER 2.00 X 0 0 0 PAUL ELLIOT COO, CLIENT SERVICES 50.00 X 296415 0 30348 LOIRE WHITE CFO (THRU 02/18) 50.00 X 33558 0 3211 TERESA SHAW VP, EXECUTIVE DIRECTOR OF POLICY 40.00 X 237338 0 29064 BRENT COPEN CFO (1/2019 THRU 12/2019) 40.00 X 0 0 0 CHI HUYNH INTERIM CFO/CONTROLLER 60.00 X 201666 0 29067 BOBBIE WILBUR GENERAL MANAGER 60.00 X 462703 0 30417 MARCELLA GONZALEZ SR. DIRECTOR, SOLUTIONS ADVANCEMENT 60.00 X 272309 0 26449 MICHAEL LANDECK EXEC. DIR., CHIEF INFORMATION SECURITY OFFICER 40.00 X 212060 0 37034 LUCY STREETT DEPUTY CHIEF OF STRATEGY /INNOVATION 32.00 X 267363 0 36649 MANISH MALHOTRA EXEC. DIR., TECH. STRATEGY & DESIGN 50.00 X 244834 0 13196 2603468 0 267834 52 0 1 0 RSYSTEMS 5000 WINDPLAY DRIVE SUITE 5 EL DORADO HILLS CA 95762 CONTRACT CONSULTING 2586599 ENTRANCE CONSULTING SERVICES INC 2855 MANGUM ROAD HOUSTON TX 77092 CONTRACT CONSULTING 1380567 INSIGHT DIRECT USA INC 6820 S HARL AVE TEMPE AZ 85283 CONTRACT CONSULTING 1274674 AVERRO 3009 DOUGLAS BLVD STE 300 ROSEVILLE CA 95661 CONTRACT CONSULTING 996941 SYNERGYQUAD INC 2893 SUNRISE BLVD SUITE 202 RANCHO CORDOVA CA 95742 CONTRACT CONSULTING 972901 31 FEES/OTHER PROGRAM REV 611710 29309824 29309824 29309824 935050 935050 30244874 29309824 0 935050 X 3268474 1845535 1152049 270890 11890967 9687434 2075644 127889 553959 441428 104579 7952 1707411 1019790 659805 27816 1027284 781235 218171 27878 268410 178356 87414 2640 216856 82238 134585 33 165768 165768 11392326 10667203 680438 44685 65903 5759 48528 11616 1083779 1049300 34479 992150 992150 447255 232374 202458 12423 797850 519745 264605 13500 185252 185252 TECHNICAL SERVICES 3180782 2468477 422495 289810 REPAIRS & MAINTENANCE 2418102 2057093 360686 323 DATA CENTER CHARGES 228520 228520 OTHER 192874 14426 171893 6555 40083922 31278913 7960999 844010 3680493 1437389 7757305 1634315 11969947 11673255 150000 150000 431964 297554 6678651 3782367 1017759 2896284 5730217 5397304 9855222 8236567 148248 94962 40741155 31817630 4213889 5117028 13005 25389 4226894 5142417 X 36514261 26675213 36514261 26675213 40741155 31817630 -9839048 0 X X 0 1 X 1 0 X 37211563 29542260 26466069 30459863 29309824 152989579 37211563 29542260 26466069 30459863 29309824 152989579 10000 115000 9481 134481 0 10000 115000 9481 134481 152855098 19451 59283 194089 272568 935050 1480441 19451 59283 194089 272568 935050 1480441 37231014 29601543 26660158 30732431 30244874 154470020 0.98950 0.99410 0.00960 0.00330 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 309712 237157 5531222 3132536 2398686 600560 340119 260441 2896284 CORPORATE BOND 4414480 C GOVERNMENT BONDS 3822087 C 8236567 X 30244874 0 30244874 0 30244874 40083922 0 40083922 0 40083922 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, 2019, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X X 0 0 0 0 0 0 0 0 0 ROBERT PHILLIPS PRESIDENT & CEO 375133 0 0 0 89 0 13750 0 18649 0 407621 0 0 0 PAUL ELLIOT COO, CLIENT SERVICES 296277 0 0 0 138 0 13750 0 16598 0 326763 0 0 0 TERESA SHAW VP, EXECUTIVE DIRECTOR OF POLICY 237244 0 0 0 94 0 12010 0 17054 0 266402 0 0 0 CHI HUYNH INTERIM CFO/CONTROLLER 201168 0 0 0 498 0 10328 0 18739 0 230733 0 0 0 BOBBIE WILBUR GENERAL MANAGER 462199 0 0 0 504 0 13750 0 16667 0 493120 0 0 0 MARCELLA GONZALEZ SR. DIRECTOR, SOLUTIONS ADVANCEMENT 271988 0 0 0 321 0 13600 0 12849 0 298758 0 0 0 MICHAEL LANDECK EXEC. DIR., CHIEF INFORMATION SECURI 211302 0 0 0 758 0 10849 0 26185 0 249094 0 0 0 LUCY STREETT DEPUTY CHIEF OF STRATEGY /INNOVATION 267023 0 0 0 340 0 11782 0 24867 0 304012 0 0 0 MANISH MALHOTRA EXEC. DIR., TECH. STRATEGY & DESIGN 244544 0 0 0 290 0 12352 0 844 0 258030 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS EMPOWERED THE BOARD'S AUDIT 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 AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND SUBMITS ANY QUESTIONS, COMMENTS OR CORRECTIONS TO MANAGEMENT. ONCE CORRECTIONS ARE MADE TO THE SATISFACTION OF THE AUDIT COMMITTEE, THE AUDIT 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 COMPENSATION 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 10,667,203. MANAGEMENT AND GENERAL EXPENSES 524,778. FUNDRAISING EXPENSES 38,593. TOTAL EXPENSES 11,230,574. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 155,660. FUNDRAISING EXPENSES 6,092. TOTAL EXPENSES 161,752. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.