Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2015 • EIN 27-3068015

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 10, 2016

Organization ProfileN/A
505 City Parkway WestOrange, CA 92868

(714) 246-8458

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

93rd percentile

$269,512

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 108.1% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,962,983

Down $155,573 (-5.0%) from 2014

Net Assets

Down

$2,906,604

Down $93,421 (-3.1%) from 2014

Liabilities

Down

$56,379

Down $62,152 (-52%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin8th percentile

Revenue

Down

$249,283

Down $3,948,390 (-94%) from 2014

Expenses

Down

$342,704

Down $854,969 (-71%) from 2014

Net Income

Down

-$93,421

Down $3,093,421 (-103%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2015

Assets$2,962,983
Liabilities$56,379
Net Assets$2,906,604
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

2015

Revenue$249,283
Expenses$342,704
Net Income-$93,421
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$249,283
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$3,025,035$2,912,920▼ $112,115
Pledges and Grants Receivable$92,121$48,623▼ $43,498
Prepaid Expenses and Deferred Charges$1,400$1,440▲ $40
Total Assets$3,118,556$2,962,983▼ $155,573
Liabilities
Accounts Payable and Accrued Expenses$118,531$56,379▼ $62,152
Total Liabilities$118,531$56,379▼ $62,152
Net Assets / Fund Balance
Unrestricted Net Assets$3,000,025$2,906,604▼ $93,421
Total Net Assets Fund Balance$3,000,025$2,906,604▼ $93,421
Total Liabilities and Net Assets / Fund Balance$3,118,556$2,962,983▼ $155,573
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Suzanne TurfSecretary$96,977$96,977

Board Members and Trustees

NameTitle
Mark RefowitzChair/director
Lee PenroseVice Chair/director
Andrew DoDirector
Ellen AhnDirector
Lisa BartlettDirector
Michael RyanDirector
Peter AgarwalDirector
Samara Cardenas MdDirector
Theresa BoydDirector
Todd SpitzerDirector
Tricia NguyenDirector
Viet Van Dang MdDirector
Janet NguyenDirector (through 12/1/14)
Michael RuaneExecutive Director (through 5/1/15)
Laurie HoldenController (through 8/1/14)
Patti McfarlandFormer CFO (through 6/27/14)
Chet UmaTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$249,283
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-93,421

Audited Revenue Reconciliation

Revenue per Audited Statements
$249,283
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$235,478
Total Revenue per Audited Statements
$484,761
Total Revenue per Form 990
$249,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,500
Salaries, Compensation, and Employee Benefits$78,814
Other Expenses$76,390
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,500--$187,500
Other Salaries and Wages$57,388--$57,388
Fees for Services Management$31,186--$31,186
Information Technology$25,327--$25,327
Other Employee Benefits$21,426--$21,426
Travel$5,260--$5,260
Other Expenses$2,692--$2,692
Total Functional Expenses$342,704$0$0$342,704

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$578,182
Expenses per Audited Statements$342,704
Total Expenses per Form 990$342,704
Expenses Not Reported on Form 990$235,478
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
E20 Health IncTorrance, CA501(c)(3)Electronic Health Record$106,900
Medit Resources LLCIrvine, CA-Electronic Health Record$20,600
Monarch Healthcare a MedicalIrvine, CA-Electronic Health Record$19,900
St Joseph Heritage HealthcareOrange, CA-Electronic Health Record$17,400
Fusion Systems North AmericaTorrance, CA501(c)(3)Electronic Health Record$8,800
Nautilus Healthcare ManagementNewport Beach, CA-Electronic Health Record$7,400
Memorialcare Medical FoundationTustin, CA-Electronic Health Record$6,000
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
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 commitiee 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 up 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
Chet Uma
Title
CFO
Phone
7142468458
Signed
2016-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Schrader
Formed
2010
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

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

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, 2015 and 2014. The foundation files tax returns with the u.s. Federal and the state of california jurisdictions.”

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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/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/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR (THROUGH 12/1/14)
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0249283
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt025327
IRS990/InformationTechnologyGrp/TotalAmt025327
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03000025
IRS990/NetAssetsOrFundBalancesEOYAmt02906604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021426
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021426
IRS990/OtherExpensesGrp/Desc0SUSTAINABILITY
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt011925
IRS990/OtherExpensesGrp/ProgramServicesAmt12692
IRS990/OtherExpensesGrp/TotalAmt011925
IRS990/OtherExpensesGrp/TotalAmt12692
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057388
IRS990/OtherSalariesAndWagesGrp/TotalAmt057388
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt092121
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt048623
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01440
IRS990/PrincipalOfficerNm0MICHAEL SCHRADER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HITECH GOV GRANT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0249283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0249283
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03000000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0970200
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt093275
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01197673
IRS990/PYRevenuesLessExpensesAmt03000000
IRS990/PYSalariesCompEmpBnftPaidAmt0134198
IRS990/PYTotalExpensesAmt01197673
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04197673
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-93421
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0249283
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0249283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04197673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01700833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02877521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0385584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09410894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt09410894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0249283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04197673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01700833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02877521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0385584
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09410894
IRS990ScheduleA/TotalSupportAmt09410919
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0235478
IRS990ScheduleD/DonatedServicesUseFcltsAmt0235478
IRS990ScheduleD/ExpensesNotReportedAmt0235478
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0342704
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0235478
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0249283
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, 2015 AND 2014. 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/TotalExpensesPerForm990Amt0342704
IRS990ScheduleD/TotalRevenuePerForm990Amt0249283
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0484761
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0578182
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0106900
IRS990ScheduleI/RecipientTable/CashGrantAmt18800
IRS990ScheduleI/RecipientTable/CashGrantAmt220600
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt419900
IRS990ScheduleI/RecipientTable/CashGrantAmt57400
IRS990ScheduleI/RecipientTable/CashGrantAmt617400
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(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/RecipientBusinessName/BusinessNameLine1Txt0E20 HEALTH INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FUSION SYSTEMS NORTH AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MEDIT RESOURCES LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MEMORIALCARE MEDICAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MONARCH HEALTHCARE A MEDICAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5NAUTILUS HEALTHCARE MANAGEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ST JOSEPH HERITAGE HEALTHCARE
IRS990ScheduleI/RecipientTable/RecipientEIN0800663067
IRS990ScheduleI/RecipientTable/RecipientEIN1043671234
IRS990ScheduleI/RecipientTable/RecipientEIN2640961578
IRS990ScheduleI/RecipientTable/RecipientEIN3271504911
IRS990ScheduleI/RecipientTable/RecipientEIN4330587660
IRS990ScheduleI/RecipientTable/RecipientEIN5260808876
IRS990ScheduleI/RecipientTable/RecipientEIN6330185031
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt021151 S WESTERN AVE STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt119106 NORMANDIE AVE SUITE 225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt215615 ALTON PKWY SUITE 450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32742 DOW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt411 TECHNOLOGY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5330 PLACENTIA AVE SUITE 270
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6500 S MAIN STREET SUITE 10000
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TORRANCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TORRANCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2IRVINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3TUSTIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4IRVINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5NEWPORT BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ORANGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090501
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd190502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292618
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392780
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd4926182302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd592663
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd692868
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COREC FOLLOWED CALOPTIMA'S STRICT VENDOR SELECTION POLICIES AND PROCEDURES. AN RFP WAS SENT OUT TO INTERESTED PARTIES AND WAS ALSO POSTED ON THE CALOPTIMA WEBSITE. A COMMITTEE COMPRISED OF COMMUNITY PARTNERS AND PHYSICIANS, AS WELL AS CALOPTIMA EXECUTIVE TEAM MEMBERS WERE INVOLVED IN THE REVIEW AND SELECTION OF THESE VENDORS. COREC PAYS THE SERVICE PARTNERS BASED ON THEIR MILESTONE ACHIEVEMENTS EVERY MONTH. MILESTONE ACHIEVEMENTS ARE SET FORTH BY THE OFFICE OF NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY, AND THE RECORDS ARE MONITORED AND KEPT UP ON REPORTING SCHEDULE. SERVICE PARTNERS ARE ALSO REQUIRED TO SUBMIT TIMELY REPORTS ON A QUARTERLY AND ANNUAL BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt05
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,962,983
Liabilities
$56,379
Net assets
$2,906,604
Revenue
$249,283
Expenses
$342,704
Net income
-$93,421
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits