Civic Intelligence

Caloptima Foundation

EIN 27-3068015 • 501(c)3 • Orange, CA

Profile

The caloptima foundation had been formed as a non-profit organization under the control of caloptima for the benefit of caloptima members and other community members in orange county. The primary objective for the foundation is to take advantage of health related programming and funding opportunities that are not available to government entities. Currently, there is only one program under the foundation, caloptima regional extension center, which is funded through the federal american reform and recovery act.

505 City Parkway WestOrange, CA 92868

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

100th percentile

$741,369

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 2072.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$0

Down $2,843,139 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $2,843,139 (-100%) from 2018

Revenue

Up

$35,771

Up $35,771 from 2018

Expenses

Down

$12,000

Down $13,000 (-52%) from 2018

Net Income

Up

$23,771

Up $48,771 (+195%) from 2018

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $385,584Liabilities 2011: $385,584Net Assets 2011: $02011Assets 2012: $314,422Liabilities 2012: $314,403Net Assets 2012: $192012Assets 2013: $163,355Liabilities 2013: $163,330Net Assets 2013: $252013Assets 2014: $3,118,556Liabilities 2014: $118,531Net Assets 2014: $3,000,0252014Assets 2015: $2,962,983Liabilities 2015: $56,379Net Assets 2015: $2,906,6042015Assets 2016: $2,930,204Liabilities 2016: $35,359Net Assets 2016: $2,894,8452016Assets 2017: $2,893,139Liabilities 2017: $25,000Net Assets 2017: $2,868,1392017Assets 2018: $2,843,139Liabilities 2018: $0Net Assets 2018: $2,843,1392018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $465,1342011Expenses 2012: $3,245,6452012Expenses 2013: $2,045,7452013Revenue 2014: $4,197,673Expenses 2014: $1,197,673Net Income 2014: $3,000,0002014Revenue 2015: $249,283Expenses 2015: $342,704Net Income 2015: -$93,4212015Revenue 2016: $313,993Expenses 2016: $325,752Net Income 2016: -$11,7592016Revenue 2017: $27,164Expenses 2017: $53,870Net Income 2017: -$26,7062017Revenue 2018: $0Expenses 2018: $25,000Net Income 2018: -$25,0002018Revenue 2019: $35,771Expenses 2019: $12,000Net Income 2019: $23,7712019

Highlighted filing

2019

Revenue$35,771
Expenses$12,000
Net Income$23,771

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 11, 2020
Return Version
2018v3.1
Gross Receipts
$35,771
Mission and Program Overview

Mission

The caloptima foundation had been formed as a non-profit organization under the control of caloptima for the benefit of caloptima members and other community members in orange county. The primary objective for the foundation is to take advantage of health related programming and funding opportunities that are not available to government entities. Currently, there is only one program under the foundation, caloptima regional extension center, which is funded through the federal american reform and recovery act.

To establish caloptima regional extension center (corec) as a trusted advisor in health it throughout orange county california, providing high quality information, guidance and direct it assistance services. Corec will facilitate the selection, implementation and achievement of meaningful use of electronic health records and intends to be at the forefront of providing practices with integrated data analytics to achieve optimal patient health and disease management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,843,139$0▼ $2,843,139
Total Assets$2,843,139$0▼ $2,843,139
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,843,139$0▼ $2,843,139
Total Net Assets Fund Balance$2,843,139$0▼ $2,843,139
Total Liabilities and Net Assets / Fund Balance$2,843,139$0▼ $2,843,139
Compensation and Service Providers

Employees

NameTitleOtherTotal
Suzanne TurfSecretary$144,813$144,813
Nikan Khatibi MdVice Chair/director$1,400$1,400
Ron DiluigiDirector$1,300$1,300
Paul Yost MdChair/director$1,200$1,200
Ria BergerDirector$1,200$1,200
Alexander Nguyen MdDirector$1,100$1,100
Lee PenroseDirector$600$600

Board Members and Trustees

NameTitle
Andrew DoDirector
Doug ChaffeeDirector
J Scott SchoeffelDirector
Michelle SteelDirector
Michael SchraderCEO
Nancy HuangController
Greg HamblinTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$35,771
Other Revenue
$0
Change in Net Assets
$23,771

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,771
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$35,771
Total Revenue per Form 990
$35,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$12,000-$12,000
Total Functional Expenses$0$12,000$0$12,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,000
Total Expenses per Audited Statements$12,000
Total Expenses per Form 990$12,000
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

Orange county health authority (dba caloptima), a public agency, is the sole statutory member of caloptima foundation.

Form 990, Part VI, Section A, Line 7A

Orange county health authority (dba caloptima), the sole statutory member, has the authority to appoint the members of the board.

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

Form 990 is reviewed by the controller and cfo. A copy will also be provided to the foundation's audit commitee and the board of directors prior to filing with the irs.

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

Caloptima employees and board members are required to complete california form 700-statement of economic interests annually.

Form 990, Part VI, Section B, Line 15

Caloptima foundation's officers are not compensated and it does not have any direct employees.

Form 990, Part VI, Section C, Line 19

Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).

Filing and Contact Details

Filer

Filer Name
Caloptima Foundation
EIN
27-3068015
Phone
7142468458
Address
505 CITY PARKWAY WEST, ORANGE, CA 92868

Signing Officer

Name
Nancy Huang
Title
CFO
Phone
7142468458
Signed
2020-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Schrader
Formed
2010
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
11

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 III, Line 3

Caloptima foundation ceased conducting activities and all of the organization's assets were distributed on may 30, 2019.

FORM 990, PART XI, LINE 9:

Net asset transfer to orange county health authority -2,866,910.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service has recognized the foundation as exempt from federal and state income tax on related income under section 501(c)(3) of the internal revenue code. The foundation is not classified as a private foundation. The foundation has reviewed its tax positions for all open tax years and has concluded that no liabilities exist as of june 30, 2019 and 2018. The foundation files tax returns with the u.s. Federal and the state of california jurisdictions.

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IRS990/ActivityOrMissionDesc0TO ESTABLISH CALOPTIMA REGIONAL EXTENSION CENTER (COREC) AS A TRUSTED ADVISOR IN HEALTH IT THROUGHOUT ORANGE COUNTY CALIFORNIA, PROVIDING HIGH QUALITY INFORMATION, GUIDANCE AND DIRECT IT ASSISTANCE SERVICES. COREC WILL FACILITATE THE SELECTION, IMPLEMENTATION AND ACHIEVEMENT OF MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS AND INTENDS TO BE AT THE FOREFRONT OF PROVIDING PRACTICES WITH INTEGRATED DATA ANALYTICS TO ACHIEVE OPTIMAL PATIENT HEALTH AND DISEASE MANAGEMENT.
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IRS990/Desc0CALOPTIMA REGIONAL EXTENSION CENTER (COREC) IS THE PRIMARY GRANT RECIPIENT OF THE CALOPTIMA FOUNDATION. COREC HAS BEEN ESTABLISHED AS A TRUSTED ADVISOR IN HEALTH INFORMATION TECHNOLOGY, PROVIDING HIGH QUALITY INFORMATION, GUIDANCE, AND DIRECT INFORMATION TECHNOLOGY ASSISTANCE. COREC FACILITATES THE SELECTION, IMPLEMENTATION AND ACHIEVEMENT OF MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS AND IS THE LEADER IN PROVIDING HEALTH CARE PRACTICES WITH INTEGRATED DATA ANALYTICS TO ACHIEVE OPTIMAL PATIENT HEALTH AND DISEASE MANAGEMENT. FOR THIS REPORTING YEAR, COREC HAS ASSISTED 140 PROVIDERS IN TOTAL, WHICH INCLUDES 38 IN A COMMUNITY HEALTH CENTER SETTING, 27 UNDER A PRACTICE CONSORTIUM SETTING, AND 75 SOLO PROVIDERS. COREC HAS COMPLETED 92% OF ITS ORIGINAL GOAL, WHICH CONSISTS OF BRINGING 1,000 PRIORITY PRIMARY HEALTH CARE PROVIDERS INTO MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS.
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IRS990/MissionDesc0THE CALOPTIMA FOUNDATION HAD BEEN FORMED AS A NON-PROFIT ORGANIZATION UNDER THE CONTROL OF CALOPTIMA FOR THE BENEFIT OF CALOPTIMA MEMBERS AND OTHER COMMUNITY MEMBERS IN ORANGE COUNTY. THE PRIMARY OBJECTIVE FOR THE FOUNDATION IS TO TAKE ADVANTAGE OF HEALTH RELATED PROGRAMMING AND FUNDING OPPORTUNITIES THAT ARE NOT AVAILABLE TO GOVERNMENT ENTITIES. CURRENTLY, THERE IS ONLY ONE PROGRAM UNDER THE FOUNDATION, CALOPTIMA REGIONAL EXTENSION CENTER, WHICH IS FUNDED THROUGH THE FEDERAL AMERICAN REFORM AND RECOVERY ACT.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0249283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0581040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035771
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035771
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09400
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09400
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92790
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0581040
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0304593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0249283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0581040
IRS990ScheduleA/TotalSupportAmt0626211
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt035771
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM FEDERAL AND STATE INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST AS OF JUNE 30, 2019 AND 2018. THE FOUNDATION FILES TAX RETURNS WITH THE U.S. FEDERAL AND THE STATE OF CALIFORNIA JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt012000
IRS990ScheduleD/TotalRevenuePerForm990Amt035771
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035771
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012000
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt033330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt118392
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt27308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0567659
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1291539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2186031
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0106349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt148732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt223232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt133172
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt224158
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt09696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt18004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2149
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SCHRADER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GREG HAMBLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2NANCY HUANG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CONTROLLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0741369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1399839
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2240878
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION AND BENEFITS USING ONE OR MORE OF THE METHODS INDICATED ON LINE 3.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NET ASSET TRANSFER TO ORANGE COUNTY HEALTH AUTHORITY
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY HEALTH AUTHORITY
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02019-05-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0330599891
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt02866910
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0GOVERNMENT
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0END OF YEAR VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0505 CITY PARKWAY WEST
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0ORANGE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd092868
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALOPTIMA FOUNDATION CEASED CONDUCTING ACTIVITIES AND ALL OF THE ORGANIZATION'S ASSETS WERE DISTRIBUTED ON MAY 30, 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORANGE COUNTY HEALTH AUTHORITY (DBA CALOPTIMA), A PUBLIC AGENCY, IS THE SOLE STATUTORY MEMBER OF CALOPTIMA FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORANGE COUNTY HEALTH AUTHORITY (DBA CALOPTIMA), THE SOLE STATUTORY MEMBER, HAS THE AUTHORITY TO APPOINT THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE CONTROLLER AND CFO. A COPY WILL ALSO BE PROVIDED TO THE FOUNDATION'S AUDIT COMMITEE AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CALOPTIMA EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO COMPLETE CALIFORNIA FORM 700-STATEMENT OF ECONOMIC INTERESTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CALOPTIMA FOUNDATION'S OFFICERS ARE NOT COMPENSATED AND IT DOES NOT HAVE ANY DIRECT EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET ASSET TRANSFER TO ORANGE COUNTY HEALTH AUTHORITY -2,866,910.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORANGE COUNTY HEALTH AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330599891
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL GOV'T AGENCY PROVIDING MEDI-CAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0505 CITY PARKWAY WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0928687231
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00

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