Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2014 • EIN 27-3068015

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 27, 2015

Organization ProfileN/A
505 City Parkway West92868-7231

(714) 246-8458

Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$207,567

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

100th percentile

1809%

Faster asset growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$3,118,556

Up $2,955,201 (+1809%) from 2013

Net Assets

Up

$3,000,025

Up $3,000,000 (+12000000%) from 2013

Liabilities

Down

$118,531

Down $44,799 (-27%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin96th percentile

Revenue

$4,197,673

No earlier filing loaded for comparison.

Expenses

Down

$1,197,673

Down $848,072 (-41%) from 2013

Net Income

$3,000,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2014

Assets$3,118,556
Liabilities$118,531
Net Assets$3,000,025
Open 2014 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

2014

Revenue$4,197,673
Expenses$1,197,673
Net Income$3,000,000
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 27, 2015
Return Version
2013v4.0
Gross Receipts
$4,197,673
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 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$35$3,025,035▲ $3,025,000
Rtn Earn Endowment Incm Other Fnds$6$3,000,006▲ $3,000,000
Pledges and Grants Receivable$163,320$92,121▼ $71,199
Prepaid Expenses and Deferred Charges$0$1,400▲ $1,400
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$163,355$3,118,556▲ $2,955,201
Liabilities
Accounts Payable and Accrued Expenses$163,330$118,531▼ $44,799
Total Liabilities$163,330$118,531▼ $44,799
Net Assets / Fund Balance
Total Net Assets Fund Balance$25$3,000,025▲ $3,000,000
Total Liabilities and Net Assets / Fund Balance$163,355$3,118,556▲ $2,955,201
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleOtherTotal
Suzanne TurfSecretary$109,591$109,591

Board Members and Trustees

NameTitle
Mark RefowitzChair/director
Lee PenroseVice Chair/director
Ellen AhnDirector
Janet NguyenDirector
Michael RyanDirector
Peter AgarwalDirector
Samara Cardenas MdDirector
Theresa BoydDirector
Todd SpitzerDirector
Trisha NguyenDirector
Viet Van Dang MdDirector
Michael RuaneExecutive Director
Patti McfarlandCFO (6/10/13-6/27/14)
Laurie HoldenController
Chet UmaTreasurer/CFO as of 6/16/14
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000,000
Program Service Revenue
$1,197,673
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,000,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,197,673
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$331,040
Total Revenue per Audited Statements
$4,528,713
Total Revenue per Form 990
$4,197,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$970,200
Salaries, Compensation, and Employee Benefits$134,198
Other Expenses$93,275
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$970,200--$970,200
Other Salaries and Wages$128,594--$128,594
Information Technology$32,570$40,455-$73,025
Fees for Services Management$20,250--$20,250
Other Employee Benefits$5,604--$5,604
Total Functional Expenses$1,157,218$40,455$0$1,197,673

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,528,713
Expenses per Audited Statements$1,197,673
Total Expenses per Form 990$1,197,673
Expenses Not Reported on Form 990$331,040
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
80-0663067-501(c)(3)Electronic Health Record$305,600
33-0185031--Electronic Health Record$161,000
64-0961578--Electronic Health Record$130,000
04-3671234-501(c)(3)Electronic Health Record$105,000
33-0587660--Electronic Health Record$104,600
26-0808876--Electronic Health Record$88,000
27-1504911--Electronic Health Record$71,000
33-0483197-501(c)(3)Electronic Health Record$5,000
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
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
Backup withholding compliance
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 11

“Form 990 is reviewed by the controller and cfo. A copy will also be provided to the foundation's audit committee 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

EIN
27-3068015
Phone
7142468458

Signing Officer

Name
Nancy Huang
Title
CFO
Phone
7142468458
Signed
2015-01-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Preparer
Todd a Jackson
Phone
6123324300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has reviewed its tax positions for all open tax years and has concluded that no liabilities exist as of june 30, 2014 and 2013. The foundation files tax returns with the u.s. Federal and the state of california jurisdictions.”

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IRS990/ActivityOrMissionDesc0TO 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/Form990PartVIISectionAGrp/TitleTxt12TREASURER/CFO AS OF 6/16/14
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO (6/10/13-6/27/14)
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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 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025
IRS990/NetAssetsOrFundBalancesEOYAmt03000025
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05604
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05604
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0128594
IRS990/OtherSalariesAndWagesGrp/TotalAmt0128594
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0163320
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt092121
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01400
IRS990/PrincipalOfficerNm0MICHAEL RUANE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HITECH GOVERNMENT GRAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01197673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01197673
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01201000
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt0285261
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01700833
IRS990/PYRevenuesLessExpensesAmt0-344906
IRS990/PYSalariesCompEmpBnftPaidAmt0559484
IRS990/PYTotalExpensesAmt02045745
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01700839
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03000000
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt03000000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01197673
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03000006
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04197673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01700833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02877521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0385584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09161611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025
IRS990ScheduleA/PublicSupportTotal170Amt09161611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04197673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01700833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02877521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0385584
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09161611
IRS990ScheduleA/TotalSupportAmt09161636
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0331040
IRS990ScheduleD/DonatedServicesUseFcltsAmt0331040
IRS990ScheduleD/ExpensesNotReportedAmt0331040
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01197673
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0331040
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04197673
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST AS OF JUNE 30, 2014 AND 2013. 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/TotalExpensesPerForm990Amt01197673
IRS990ScheduleD/TotalRevenuePerForm990Amt04197673
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04528713
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01528713
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0305600
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt2105000
IRS990ScheduleI/RecipientTable/CashGrantAmt3130000
IRS990ScheduleI/RecipientTable/CashGrantAmt471000
IRS990ScheduleI/RecipientTable/CashGrantAmt5104600
IRS990ScheduleI/RecipientTable/CashGrantAmt688000
IRS990ScheduleI/RecipientTable/CashGrantAmt7161000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7ELECTRONIC HEALTH RECORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10E20 HEALTH INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11FRIENDS OF FAMILY HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12FUSION SYSTEMS NORTH AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13MEDIT RESOURCES LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14MEMORIALCARE MEDICAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15MONARCH HEALTHCARE A MEDICAL GROUP INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16NAUTILUS HEALTHCARE MANAGEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17ST JOSEPH HERITAGE HEALTHCARE
IRS990ScheduleI/RecipientTable/RecipientEIN0800663067
IRS990ScheduleI/RecipientTable/RecipientEIN1330483197
IRS990ScheduleI/RecipientTable/RecipientEIN2043671234
IRS990ScheduleI/RecipientTable/RecipientEIN3640961578
IRS990ScheduleI/RecipientTable/RecipientEIN4271504911
IRS990ScheduleI/RecipientTable/RecipientEIN5330587660
IRS990ScheduleI/RecipientTable/RecipientEIN6260808876
IRS990ScheduleI/RecipientTable/RecipientEIN7330185031
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1021151 S WESTERN AVE STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11501 S IDAHO ST STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1219106 NORMANDIE AVE STE 225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1315615 ALTON PKWY STE 450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine142742 DOW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1511 TECHNOLOGY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16330 PLACENTIA AVE STE 270
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17500 S MAIN STREET SUITE 10000
IRS990ScheduleI/RecipientTable/USAddress/City0TORRANCE
IRS990ScheduleI/RecipientTable/USAddress/City1LA HABRA
IRS990ScheduleI/RecipientTable/USAddress/City2TORRANCE
IRS990ScheduleI/RecipientTable/USAddress/City3IRVINE
IRS990ScheduleI/RecipientTable/USAddress/City4TUSTIN
IRS990ScheduleI/RecipientTable/USAddress/City5IRVINE
IRS990ScheduleI/RecipientTable/USAddress/City6NEWPORT BEACH
IRS990ScheduleI/RecipientTable/USAddress/City7ORANGE
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/State2CA
IRS990ScheduleI/RecipientTable/USAddress/State3CA
IRS990ScheduleI/RecipientTable/USAddress/State4CA
IRS990ScheduleI/RecipientTable/USAddress/State5CA
IRS990ScheduleI/RecipientTable/USAddress/State6CA
IRS990ScheduleI/RecipientTable/USAddress/State7CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode090501
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode190631
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode290502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode392618
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode492780
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode592618
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode692663
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode792868
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COREC FOLLOWED CALOPTIMA'S VENDOR SELECTION POLICIES AND PROCEDURES. AN RFP WAS 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt05
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,118,556
Liabilities
$118,531
Net assets
$3,000,025
Revenue
$4,197,673
Expenses
$1,197,673
Net income
$3,000,000
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
2014Detailed filing. Detailed filing data is available for this year.$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