Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2013 • EIN 27-3068015

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 15, 2014

Organization ProfileN/A
505 City Parkway West92868-7231
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.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

2nd percentile

-48%

Faster asset growth than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$163,355

Down $151,067 (-48%) from 2012

Net Assets

Up

$25

Up $6 (+32%) from 2012

Liabilities

Down

$163,330

Down $151,073 (-48%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,045,745

Down $1,199,900 (-37%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2013

Assets$163,355
Liabilities$163,330
Net Assets$25
Open 2013 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

2013

Revenue-
Expenses$2,045,745
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 15, 2014
Return Version
2012v2.1
Gross Receipts
$1,700,839
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/ActivityOrMissionDescription0TO ESTABLISH 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/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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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.
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IRS990ScheduleI/RecipientTable/AddressUS/City0TORRANCE
IRS990ScheduleI/RecipientTable/AddressUS/City1LA HABRA
IRS990ScheduleI/RecipientTable/AddressUS/City2TORRANCE
IRS990ScheduleI/RecipientTable/AddressUS/City3IRVINE
IRS990ScheduleI/RecipientTable/AddressUS/City4TUSTIN
IRS990ScheduleI/RecipientTable/AddressUS/City5MISSION VIEJO
IRS990ScheduleI/RecipientTable/AddressUS/City6IRVINE
IRS990ScheduleI/RecipientTable/AddressUS/City7NEWPORT BEACH
IRS990ScheduleI/RecipientTable/AddressUS/City8ANAHEIM
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/ZIPCode090501
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode190631
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode290502
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode392618
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode492780
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode592691
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode692618
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode792663
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode892805
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0217000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant114000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant2274000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant3173000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant43000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant540000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant6269000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant7133000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant878000
IRS990ScheduleI/RecipientTable/EINOfRecipient0800663067
IRS990ScheduleI/RecipientTable/EINOfRecipient1330483197

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$163,355
Liabilities
$163,330
Net assets
$25
Revenue
-
Expenses
$2,045,745
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