Civic Intelligence

Inland Empire Ehr Resource Center

990 • Fiscal year 2023 • EIN 27-2367522

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

3993 Jurupa AveRiverside, CA 92506

(510) 683-1333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.36x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.25x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$529,248

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

38th percentile

3.3%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

46%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$34,884,476

Up $1,107,128 (+3.3%) from 2022

Net Assets

Up

$22,224,458

Up $367,969 (+1.7%) from 2022

Liabilities

Up

$12,660,018

Up $739,159 (+6.2%) from 2022

Revenue

Up

$51,071,154

Up $16,206,525 (+46%) from 2022

Expenses

Up

$50,703,185

Up $12,573,346 (+33%) from 2022

Net Income

Up

$367,969

Up $3,633,179 (+111%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$34,884,476
Liabilities$12,660,018
Net Assets$22,224,458

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$51,071,154
Expenses$50,703,185
Net Income$367,969
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.1
Gross Receipts
$51,071,154
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$17,994,713$24,341,152▲ $6,346,439
Loans From Officers Directors$5,000,000$5,000,000→ $0
Pledges and Grants Receivable$5,682,786$4,055,922▼ $1,626,864
Prepaid Expenses and Deferred Charges$6,182,687$3,474,682▼ $2,708,005
Accounts Receivable$1,629,923$1,678,956▲ $49,033
Land, Buildings, and Equipment, Net$1,346,515$723,134▼ $623,381
Cash and Non-Interest-Bearing Accounts$10,000$10,002▲ $2
Total Assets$33,777,348$34,884,476▲ $1,107,128
Other Assets Total$930,724$600,628▼ $330,096
Liabilities
Accounts Payable and Accrued Expenses$5,852,951$6,856,010▲ $1,003,059
Other Liabilities$1,032,908$679,008▼ $353,900
Deferred Revenue$35,000$125,000▲ $90,000
Total Liabilities$11,920,859$12,660,018▲ $739,159
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,856,489$22,224,458▲ $367,969
Total Net Assets Fund Balance$21,856,489$22,224,458▲ $367,969
Total Liabilities and Net Assets / Fund Balance$33,777,348$34,884,476▲ $1,107,128

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$719,751$7,942,629$8,662,380
Leasehold Improvements$3,044$131,006$134,050
Other Land Buildings$339$24,523$24,862
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erica GalvezCEOFT$400,104$129,144$529,248
Elizabeth KillingsworthCPO, SecretaryFT$344,505$107,815$452,320
Adam HarrisonCGOFT$254,195$162,335$416,530
Jason BucknerCIOFT$300,978$111,159$412,137
Sarita ChoyVP, Marketing & CommunicationsFT$278,306$96,392$374,698
Patricia GrobeckCFOFT$269,208$104,838$374,046
Mimi HallVP Public Policy & PartnershipFT$244,656$73,975$318,631
Nicholas YarkerManaging DirectorFT$224,220$86,549$310,769
Deirdre LambertonSenior Managing DirectorFT$223,073$70,220$293,293
Joseph HibbittInfrastructure ArchitectFT$217,055$63,032$280,087
Brittany HarnoisChief of StaffFT$191,464$57,449$248,913

Board Members and Trustees

NameTitle
Jarrod B McnaughtonChair
Mark SavageVice Chair
Abner MasonMember
Deven McgrawMember
Dolores GreenMember
J Marc OverhageMember
Kerry HeinrichMember
Peter LongMember
Mark ReynoldsMember (thru 03/23)
Leigh HutchinsMember (thru 12/23)

Highest Paid Contractors

ContractorServicesLocationCompensation
Logicworks System CorporationPlatform Maintenance Services155 AVENUE OF THE AMERICAS 8TH FL, New York, NY 10013$6,760,774
J2 Interactive LLCContractor Services2 THIRTEENTH STREET, Charlestown, MA 02129$6,396,356
Availity LLCSaas License Fees10 EXECUTIVE DRIVE, Farmington, CT 06032$5,261,571
Intersystems CorporationSaas License FeesPO BOX 84-5809, Boston, MA 02284-5809$3,391,494
Audacious InquirySaas License Fees5523 RESEARCH PARK DRIVE SUITE 370, Catonsville, MD 21228$1,220,607
Revenue and Support

Revenue Composition

Contributions and Grants
$34,504,986
Program Service Revenue
$16,440,282
Investment Income
$125,886
Other Revenue
$0
All Other Contributions
$10,409,000
Change in Net Assets
$367,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,071,154
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$89,143
Total Revenue per Audited Statements
$51,160,297
Total Revenue per Form 990
$51,071,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,911,346
Salaries, Compensation, and Employee Benefits$16,791,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,931,024$4,612,035-$11,543,059
Fees for Services Other$7,997,114$547,072-$8,544,186
Current Officers, Directors, Trustees, and Key Employees$796,703$1,636,493-$2,433,196
Payroll Taxes$1,386,225$1,028,904-$2,415,129
Information Technology$516,196$205,511-$721,707
Depreciation Depletion$611,594$11,787-$623,381
Pension Plan Contributions$236,584$163,871-$400,455
Occupancy-$399,445-$399,445
Insurance-$384,975-$384,975
Travel$13,221$329,489-$342,710
Interest-$154,500-$154,500
Other Expenses$6,082,402$153,522-$153,522
Office Expenses$42,086$96,555-$138,641
Conferences and Meetings$13,463$93,167-$106,630
Fees for Services Accounting-$103,475-$103,475
All Other Expenses-$92,182-$92,182
Advertising-$14,163-$14,163
Fees for Services Legal-$11,187-$11,187
Total Functional Expenses$40,176,552$10,526,633$0$50,703,185

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$50,792,328
Expenses per Audited Statements$50,703,185
Total Expenses per Form 990$50,703,185
Expenses Not Reported on Form 990$89,143
Expenses Not Reported on Financial Statements$0
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$679,008
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
2024-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Galvez
Formed
2010
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
89
Volunteers
8

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Leslie Van
Phone
4159561500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants & contractors: program service expenses 7,997,114. Management and general expenses 547,072. Fundraising expenses 0. Total expenses 8,544,186.

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 779 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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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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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1013714
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1113019
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1228115
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1325263
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1429728
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1521843
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619801
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1727029
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1822951
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1920326
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2022997
IRS990/Form990PartVIISectionAGrp/PersonNm0JARROD B MCNAUGHTON
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK SAVAGE
IRS990/Form990PartVIISectionAGrp/PersonNm2ABNER MASON
IRS990/Form990PartVIISectionAGrp/PersonNm3DEVEN MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm4DOLORES GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm5J MARC OVERHAGE
IRS990/Form990PartVIISectionAGrp/PersonNm6KERRY HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm7LEIGH HUTCHINS
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER LONG
IRS990/Form990PartVIISectionAGrp/PersonNm10ELIZABETH KILLINGSWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm11ERICA GALVEZ
IRS990/Form990PartVIISectionAGrp/PersonNm12PATRICIA GROBECK
IRS990/Form990PartVIISectionAGrp/PersonNm13JASON BUCKNER
IRS990/Form990PartVIISectionAGrp/PersonNm14ADAM HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm15BRITTANY HARNOIS
IRS990/Form990PartVIISectionAGrp/PersonNm16SARITA CHOY
IRS990/Form990PartVIISectionAGrp/PersonNm17MIMI HALL
IRS990/Form990PartVIISectionAGrp/PersonNm18NICHOLAS YARKER
IRS990/Form990PartVIISectionAGrp/PersonNm19DEIRDRE LAMBERTON
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSEPH HIBBITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10438606
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11516229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12345931
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13386874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14386802
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15227070
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16354897
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17291602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18287818
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19272967
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20257090
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER (THRU 12/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER (THRU 03/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CPO, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CGO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP, MARKETING & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP PUBLIC POLICY & PARTNERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19SENIOR MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20INFRASTRUCTURE ARCHITECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt024095986
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt051071154
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt065
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0205511
IRS990/InformationTechnologyGrp/ProgramServicesAmt0516196
IRS990/InformationTechnologyGrp/TotalAmt0721707
IRS990/InsuranceGrp/ManagementAndGeneralAmt0384975
IRS990/InsuranceGrp/TotalAmt0384975
IRS990/InterestGrp/ManagementAndGeneralAmt0154500
IRS990/InterestGrp/TotalAmt0154500
IRS990/InvestmentIncomeGrp/ExclusionAmt0125886
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0125886
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt032
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08098158
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01346515
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0723134
IRS990/LandBldgEquipCostOrOtherBssAmt08821292
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt05000000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt05000000
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021856489
IRS990/NetAssetsOrFundBalancesEOYAmt022224458
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021856489
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022224458
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0399445
IRS990/OccupancyGrp/TotalAmt0399445
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt096555
IRS990/OfficeExpensesGrp/ProgramServicesAmt042086
IRS990/OfficeExpensesGrp/TotalAmt0138641
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0930724
IRS990/OtherAssetsTotalGrp/EOYAmt0600628
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SAAS FEES
IRS990/OtherExpensesGrp/Desc1PLATFORM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2INCENTIVES
IRS990/OtherExpensesGrp/Desc3HIO CONTRIBUTION EXPENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0488300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1153522
IRS990/OtherExpensesGrp/ProgramServicesAmt015549940
IRS990/OtherExpensesGrp/ProgramServicesAmt16082402
IRS990/OtherExpensesGrp/TotalAmt015549940
IRS990/OtherExpensesGrp/TotalAmt16082402
IRS990/OtherExpensesGrp/TotalAmt2488300
IRS990/OtherExpensesGrp/TotalAmt3153522
IRS990/OtherLiabilitiesGrp/BOYAmt01032908
IRS990/OtherLiabilitiesGrp/EOYAmt0679008
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04612035
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06931024
IRS990/OtherSalariesAndWagesGrp/TotalAmt011543059
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01028904
IRS990/PayrollTaxesGrp/ProgramServicesAmt01386225
IRS990/PayrollTaxesGrp/TotalAmt02415129
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0163871
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0236584
IRS990/PensionPlanContributionsGrp/TotalAmt0400455
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05682786
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04055922
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06182687
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03474682
IRS990/PrincipalOfficerNm0ERICA GALVEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0HIE SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016440282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016440282
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt023346838
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt024556729
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011517791
IRS990/PYRevenuesLessExpensesAmt0-3265210
IRS990/PYSalariesCompEmpBnftPaidAmt013573110
IRS990/PYTotalExpensesAmt038129839
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034864629
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0367969
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$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