Civic Intelligence

Manifest Medex

EIN 27-2367522 • 501(c)3 • Riverside, CA

Profile

To administer funds from governmental agencies and community organizations that will be used for the successful implimentation of electronic health records procedures.

3993 Jurupa AveRiverside, CA 92506

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.31x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.25x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$39,254,773

Up $4,370,297 (+13%) from 2023

Liabilities

Down

$12,243,261

Down $416,757 (-3.3%) from 2023

Net Assets

Up

$27,011,512

Up $4,787,054 (+22%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin63rd percentile

Revenue

Down

$48,912,338

Down $2,158,816 (-4.2%) from 2023

Expenses

Down

$44,125,284

Down $6,577,901 (-13%) from 2023

Net Income

Up

$4,787,054

Up $4,419,085 (+1201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$40M$20M$0-$20MAssets 2010: $115,510Liabilities 2010: $17,311Net Assets 2010: $98,1992010Assets 2011: $934,721Liabilities 2011: $427,152Net Assets 2011: $507,5692011Assets 2012: $825,182Liabilities 2012: $192,642Net Assets 2012: $632,5402012Assets 2013: $1,931,489Liabilities 2013: $1,048,890Net Assets 2013: $882,5992013Assets 2014: $1,266,920Liabilities 2014: $1,166,811Net Assets 2014: $100,1092014Assets 2015: $1,917,605Liabilities 2015: $1,258,241Net Assets 2015: $659,3642015Assets 2016: $5,028,728Liabilities 2016: $12,505,210Net Assets 2016: -$7,476,4822016Assets 2018: $34,211,739Liabilities 2018: $21,078,125Net Assets 2018: $13,133,6142018Assets 2019: $21,192,332Liabilities 2019: $10,464,338Net Assets 2019: $10,727,9942019Assets 2020: $29,856,630Liabilities 2020: $12,974,454Net Assets 2020: $16,882,1762020Assets 2021: $35,771,057Liabilities 2021: $10,649,358Net Assets 2021: $25,121,6992021Assets 2022: $33,777,348Liabilities 2022: $11,920,859Net Assets 2022: $21,856,4892022Assets 2023: $34,884,476Liabilities 2023: $12,660,018Net Assets 2023: $22,224,4582023Assets 2024: $39,254,773Liabilities 2024: $12,243,261Net Assets 2024: $27,011,5122024

Highlighted filing

2024

Assets$39,254,773
Liabilities$12,243,261
Net Assets$27,011,512
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $76,8352010Expenses 2011: $696,7612011Expenses 2012: $2,254,5602012Revenue 2013: $3,649,588Expenses 2013: $3,399,529Net Income 2013: $250,0592013Revenue 2014: $2,152,827Expenses 2014: $2,935,317Net Income 2014: -$782,4902014Revenue 2015: $4,105,152Expenses 2015: $3,545,897Net Income 2015: $559,2552015Revenue 2016: $1,586,652Expenses 2016: $4,167,268Net Income 2016: -$2,580,6162016Revenue 2018: $22,769,414Expenses 2018: $19,543,111Net Income 2018: $3,226,3032018Revenue 2019: $22,576,254Expenses 2019: $24,982,241Net Income 2019: -$2,405,9872019Revenue 2020: $35,429,647Expenses 2020: $29,275,465Net Income 2020: $6,154,1822020Revenue 2021: $40,119,770Expenses 2021: $31,880,247Net Income 2021: $8,239,5232021Revenue 2022: $34,864,629Expenses 2022: $38,129,839Net Income 2022: -$3,265,2102022Revenue 2023: $51,071,154Expenses 2023: $50,703,185Net Income 2023: $367,9692023Revenue 2024: $48,912,338Expenses 2024: $44,125,284Net Income 2024: $4,787,0542024

Highlighted filing

2024

Revenue$48,912,338
Expenses$44,125,284
Net Income$4,787,054
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$39,254,773
Liabilities
$12,243,261
Net assets
$27,011,512
Revenue
$48,912,338
Expenses
$44,125,284
Net income
$4,787,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$12.2$27.0$48.9$44.1$4.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$12.7$22.2$51.1$50.7$0.37
2022Detailed filing. Detailed filing data is available for this year.$33.8$11.9$21.9$34.9$38.1$3.27
2021Detailed filing. Detailed filing data is available for this year.$35.8$10.6$25.1$40.1$31.9$8.24
2020Detailed filing. Detailed filing data is available for this year.$29.9$13.0$16.9$35.4$29.3$6.15
2019Detailed filing. Detailed filing data is available for this year.$21.2$10.5$10.7$22.6$25.0$2.41
2018Detailed filing. Detailed filing data is available for this year.$34.2$21.1$13.1$22.8$19.5$3.23
2016Detailed filing. Detailed filing data is available for this year.$5.03$12.5$7.48$1.59$4.17$2.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$1.26$0.66$4.11$3.55$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.27$1.17$0.10$2.15$2.94$0.78
2013Detailed filing. Detailed filing data is available for this year.$1.93$1.05$0.88$3.65$3.40$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.19$0.63$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.43$0.51$0.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.02$0.10$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$48,912,338
Mission and Program Overview

Mission

Be the smart grid for health information - deliver data-driven insight to individuals and health teams when and where they need it so they can improve care, lower costs and enhance health.

Manifest medex facilitates the collection of electronic clinical records from healthcare providers and claims data from health insurers. The clinical and claims data is aggregated to provide comprehensive longitudinal patient records that empower manifest medex participants with powerful data to effectively manage the continuum of care and drive higher quality care at a lower cost.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$24,341,152$30,650,029▲ $6,308,877
Loans From Officers Directors$5,000,000$5,000,000→ $0
Pledges and Grants Receivable$4,055,922$4,885,387▲ $829,465
Accounts Receivable$1,678,956$2,451,609▲ $772,653
Prepaid Expenses and Deferred Charges$3,474,682$685,355▼ $2,789,327
Land, Buildings, and Equipment, Net$723,134$84,953▼ $638,181
Cash and Non-Interest-Bearing Accounts$10,002$10,004▲ $2
Total Assets$34,884,476$39,254,773▲ $4,370,297
Other Assets Total$600,628$487,436▼ $113,192
Liabilities
Accounts Payable and Accrued Expenses$6,856,010$6,102,152▼ $753,858
Deferred Revenue$125,000$610,083▲ $485,083
Other Liabilities$679,008$531,026▼ $147,982
Total Liabilities$12,660,018$12,243,261▼ $416,757
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,224,458$27,011,512▲ $4,787,054
Total Net Assets Fund Balance$22,224,458$27,011,512▲ $4,787,054
Total Liabilities and Net Assets / Fund Balance$34,884,476$39,254,773▲ $4,370,297

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$84,257$8,508,469$8,592,726
Leasehold Improvements$696$133,354$134,050
Other Land Buildings$0$24,862$24,862
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam HarrisonChief Bus. Dev. OfficerFT$263,711$323,685$587,396
Erica GalvezChief Executive OfficerFT$416,108$113,380$529,488
Elizabeth KillingsworthChief Privacy OfficerFT$358,285$95,126$453,411
Jason BucknerChief Information OfficerFT$311,299$102,316$413,615
Sarita ChoyChief Marketing OfficerFT$293,459$88,399$381,858
Nicholas YarkerManaging DirectorFT$241,564$71,994$313,558
Patricia GrobeckChief Financial Officer (thru 8/24)FT$180,327$133,040$313,367
Deirdre LambertonSenior Managing DirectorFT$233,827$67,332$301,159
Joseph HibbittInfrastructure Team LeadFT$225,503$64,856$290,359
Brittany HarnoisChief of StaffFT$217,602$61,671$279,273
Aairon LaiDirector, Data & AnalyticsFT$207,651$53,975$261,626
Heidi PalancaProject Director - SaphireFT$216,865$44,037$260,902
Robert JakoChief People OfficerPT$115,008$42,699$157,707
Fay JiChief Financial Officer (start 8/24)PT$97,500-$97,500

Board Members and Trustees

NameTitle
Jarrod B McnaughtonChair
Mark SavageVice Chair
Abner MasonMember
Deven McgrawMember
Dolores GreenMember
Francisco J Silva EsqMember
Jeffery EatonMember
Kerry HeinrichMember
Krishna RamachandranMember
J Marc OverhageMember (thru 11/24)
Peter LongMember (thru 6/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Intersystems CorporationSaas License FeesPO BOX 84-5809, Boston, MA 02284-5809$6,800,842
Logicworks System CorporationPlatform Maintenance155 AVENUE OF THE AMERICAS 8TH FL, New York, NY 10013$3,410,940
J2 Interactive LLCContractor2 THIRTEENTH STREET, Charlestown, MA 02129$3,038,431
Availity LLCSaas License Fees10 EXECUTIVE DRIVE, Farmington, CT 06032$1,744,657
Verato INCSaas License Fees1751 PINNACLE DR SUITE 1700, Mclean, VA 22102$923,797
Revenue and Support

Revenue Composition

Contributions and Grants
$27,882,081
Program Service Revenue
$20,559,226
Investment Income
$471,031
Other Revenue
$0
All Other Contributions
$1,163,055
Change in Net Assets
$4,787,054

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,912,338
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,457
Total Revenue per Audited Statements
$48,920,795
Total Revenue per Form 990
$48,912,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,795,162
Salaries, Compensation, and Employee Benefits$18,830,122
Grants and Similar Amounts Paid$500,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,758,420$5,152,203-$12,910,623
Fees for Services Other$3,533,300$403,614-$3,936,914
Current Officers, Directors, Trustees, and Key Employees$917,706$1,885,043-$2,802,749
Payroll Taxes$1,592,540$1,115,146-$2,707,686
Information Technology$467,480$170,186-$637,666
Depreciation Depletion-$611,391-$611,391
Grants to Domestic Orgs$500,000--$500,000
Travel$18,865$450,924-$469,789
Pension Plan Contributions$253,812$155,252-$409,064
Insurance-$398,436-$398,436
Occupancy-$367,417-$367,417
All Other Expenses-$227,652-$227,652
Conferences and Meetings$80,118$126,372-$206,490
Interest-$154,536-$154,536
Office Expenses$36,188$95,395-$131,583
Other Expenses$3,889,090$111,000-$111,000
Fees for Services Accounting-$110,850-$110,850
Fees for Services Legal-$33,930-$33,930
Advertising-$11,647-$11,647
Total Functional Expenses$31,849,240$12,276,044$0$44,125,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$44,133,741
Expenses per Audited Statements$44,125,284
Total Expenses per Form 990$44,125,284
Expenses Not Reported on Form 990$8,457
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Protect Our HealthcareSan Rafael, CA-Contribution to Yes on 35 Committee - Formed to Qualify and Support the Protect Access to Healthcare Act of 2024 on the November 2024 Statewide CA Ballot.$500,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$5,000,000$5,000,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$531,026
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Process summary 1-manifest medex's auditors complete an audit of the financial statements for the applicable year. 2-manifest medex's tax preparer uses information from (i) the audited financial statements and (ii) manifest medex and completes a draft of the form 990. 3-internal staff, including the avp of finance, cfo and ceo review the draft form 990 and make any required adjustments to it. 4-the manifest medex board is provided a copy of the final draft of the form 990 and provided a reasonable period of time to review it and ask any questions of management before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Each "insider" is responsible for knowing and following the policy including having a duty to discover and disclose a conflict. Also, each insider, and other persons that mx's board may identify from time to time, shall annually sign a disclosure statement in the form attached hereto, that: 1. Affirms that the person has received, read and understands this policy, and agrees to comply with the policy; and 2. Discloses the person's interests and family relationships that could give rise to a conflict.”

Form 990, Part VI, Section B, Line 15

“The company's board adopted an employee compensation policy and established a compensation committee. This committee reviews and recommends to the board all compensation for officers and other key employees, except for the ceo which the board as a whole analyzes and approves. The review process includes a review of background information (e.g. Education, experience, etc.) and comparability data (e.g. Compensation surveys). The board then determines whether to approve the compensation of the ceo and other officers and key employees based on the information compiled.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
Manifest Medex
EIN
27-2367522
Phone
5106831333
Address
3993 JURUPA AVE, RIVERSIDE, CA 92506

Signing Officer

Name
Fay Ji
Title
CFO
Phone
5106831309
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Galvez
Formed
2010
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
91
Volunteers
9

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Leslie Van
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management has determined that the company has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. Any future accrued interest and penalties related to unrecognized tax benefits and liabilities would be recognized in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 851 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MANIFEST MEDEX FACILITATES THE COLLECTION OF ELECTRONIC CLINICAL RECORDS FROM HEALTHCARE PROVIDERS AND CLAIMS DATA FROM HEALTH INSURERS. THE CLINICAL AND CLAIMS DATA IS AGGREGATED TO PROVIDE COMPREHENSIVE LONGITUDINAL PATIENT RECORDS THAT EMPOWER MANIFEST MEDEX PARTICIPANTS WITH POWERFUL DATA TO EFFECTIVELY MANAGE THE CONTINUUM OF CARE AND DRIVE HIGHER QUALITY CARE AT A LOWER COST.
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