Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2012 • EIN 27-3068015

Jul 01, 2011 to Jun 30, 2012 • Filed on May 03, 2013

Organization ProfileN/A
505 City Parkway West92868-4231
Siviq Scores

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

Liabilities / Assets

91st percentile

1.00x

Higher debt load relative to assets than 91% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$314,422

Down $71,162 (-18%) from 2011

Net Assets

Up

$19

Up $19 from 2011

Liabilities

Down

$314,403

Down $71,181 (-18%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,245,645

Up $2,780,511 (+598%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2012

Assets$314,422
Liabilities$314,403
Net Assets$19
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$3,245,645
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 3, 2013
Return Version
2011v1.5
Gross Receipts
$2,877,540
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.

Filing and Contact Details

Filer

EIN
27-3068015
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IRS990/MissionDescription0THE CALOPTIMA FOUNDATION HAD BEEN FORMED AS A NON-PROFIT ORGANIZATION UNDER THE CONTROL OF CALOPTIMA FOR THE BENEFIT OF CALOPTIMA MEMBERS AND OTHERS IN THE ORANGE COUNTY COMMUNITY. A PRIMARY OBJECTIVE FOR THE FOUNDATION IS TO TAKE ADVANTAGE OF HEALTH RELATED PROGRAMS AND FUNDING OPPORTUNITIES THAT ARE NOT AVAILABLE TO GOVERNMENTAL ENTITIES. THERE IS CURRENTLY ONLY ONE GRANT PROGRAM UNDER THE FOUNDATION, HIT REGIONAL EXTENSION CENTER PROGRAM UNDER THE AMERICAN REFORM AND RECOVERY ACT.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST AS OF JUNE 30, 2012 AND 2011. THE FOUNDATION FILES TAX RETURNS WITH THE U.S. FEDERAL AND THE STATE OF CALIFORNIA JURISDICTIONS.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: COREC FOLLOWED CALOPTIMA'S VENDOR SELECTION POLICIES AND PROCEDURES. AN RFP WAS PUT SENT OUT TO INTERESTED VENDORS AND WAS ALSO POSTED ON CALOPTIMA WEBSITE. A COMMITTEE COMPRISED OF COMMUNITY PARTNERS AND PHYSICIANS, AS WELL AS EXECUTIVE TEAM MEMBERS WAS INVOLVED IN THE REVIEW AND SELECTION OF THESE VENDORS. COREC PAYS THE SERVICE PARTNERS BASED ON THE MILESTONE ACHIEVEMENTS EVERY MONTH. THE MILESTONE ACHIEVEMENTS ARE SET FORTH BY THE OFFICE OF NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY (ONC), OUR GRANTOR AND KEPT IN ONC REPORTING TOOL. THE SERVICE PARTNERS ARE ALSO REQUIRED TO SUBMIT THEIR REPORTS ON A QUARTERLY AND ANNUALLY BASIS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleI/RecipientTable/AddressUS/AddressLine106131 ORANGETHORPE AVE SUITE 280
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1121151 S WESTERN AVE SUITE 100
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12501 S IDAHO ST SUITE 100
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1319106 NORMANDIE AVE SUITE 225
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1415615 ALTON PKWY SUITE 450
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine152742 DOW AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1626522 LA ALAMEDA SUITE 120
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine17INFO TECH MS 07 11 TECHNOLOGY DR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine18330 PLACENTIA AVE SUITE 270
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine191515 E ORANGEWOOD AVE
IRS990ScheduleI/RecipientTable/AddressUS/City0BUENA PARK
IRS990ScheduleI/RecipientTable/AddressUS/City1TORRANCE
IRS990ScheduleI/RecipientTable/AddressUS/City2LA HABRA
IRS990ScheduleI/RecipientTable/AddressUS/City3TORRANCE
IRS990ScheduleI/RecipientTable/AddressUS/City4IRVINE
IRS990ScheduleI/RecipientTable/AddressUS/City5TUSTIN
IRS990ScheduleI/RecipientTable/AddressUS/City6MISSION VIEJO
IRS990ScheduleI/RecipientTable/AddressUS/City7IRVINE
IRS990ScheduleI/RecipientTable/AddressUS/City8NEWPORT BEACH
IRS990ScheduleI/RecipientTable/AddressUS/City9ANAHEIM
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/State1CA
IRS990ScheduleI/RecipientTable/AddressUS/State2CA
IRS990ScheduleI/RecipientTable/AddressUS/State3CA
IRS990ScheduleI/RecipientTable/AddressUS/State4CA
IRS990ScheduleI/RecipientTable/AddressUS/State5CA
IRS990ScheduleI/RecipientTable/AddressUS/State6CA
IRS990ScheduleI/RecipientTable/AddressUS/State7CA
IRS990ScheduleI/RecipientTable/AddressUS/State8CA
IRS990ScheduleI/RecipientTable/AddressUS/State9CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode090620
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode190501
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode290631
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode390502
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode492618
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode592780
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode692691
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode7926182302
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode892663

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$314,422
Liabilities
$314,403
Net assets
$19
Revenue
-
Expenses
$3,245,645
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.01$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.00$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.03$2.87$0.03$0.05$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.04$2.89$0.31$0.33$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.06$2.91$0.25$0.34$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.12$3.00$4.20$1.20$3.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.00$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.00$3.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$0.00$0.47