Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2016 • EIN 27-3068015

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 07, 2017

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

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

31st percentile

-3.7%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

39th percentile

-1.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,930,204

Down $32,779 (-1.1%) from 2015

Net Assets

Down

$2,894,845

Down $11,759 (-0.4%) from 2015

Liabilities

Down

$35,359

Down $21,020 (-37%) from 2015

Revenue

Up

$313,993

Up $64,710 (+26%) from 2015

Expenses

Down

$325,752

Down $16,952 (-4.9%) from 2015

Net Income

Up

-$11,759

Up $81,662 (+87%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$2,930,204
Liabilities$35,359
Net Assets$2,894,845

Operations Trend

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

2016

Revenue$313,993
Expenses$325,752
Net Income-$11,759
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$313,993
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$2,912,920$2,894,845▼ $18,075
Pledges and Grants Receivable$48,623$35,359▼ $13,264
Prepaid Expenses and Deferred Charges$1,440$0▼ $1,440
Total Assets$2,962,983$2,930,204▼ $32,779
Liabilities
Accounts Payable and Accrued Expenses$56,379$35,359▼ $21,020
Total Liabilities$56,379$35,359▼ $21,020
Net Assets / Fund Balance
Unrestricted Net Assets$2,906,604$2,894,845▼ $11,759
Total Net Assets Fund Balance$2,906,604$2,894,845▼ $11,759
Total Liabilities and Net Assets / Fund Balance$2,962,983$2,930,204▼ $32,779
Compensation and Service Providers

Employees

NameTitleOtherTotal
Suzanne TurfSecretary$132,386$132,386

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
Michael RuaneFormer Exec Director (Thru 5/1/15)
Michael SchraderCEO
Nancy HuangController
Chet UmaTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$304,593
Investment Income
$0
Other Revenue
$9,400
Change in Net Assets
$-11,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$304,593
Revenue Not Reported on Financial Statements
$9,400
Revenue Not Reported on Form 990
$348,730
Other Revenue Adjustments
$9,400
Total Revenue per Audited Statements
$653,323
Total Revenue per Form 990
$313,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,000
Other Expenses$120,594
Salaries, Compensation, and Employee Benefits$21,158
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$184,000--$184,000
Fees for Services Other-$63,310-$63,310
Fees for Services Accounting-$34,474-$34,474
Other Salaries and Wages$21,158--$21,158
Fees for Services Management$15,298--$15,298
Travel$6,457--$6,457
Office Expenses$1,055--$1,055
Total Functional Expenses$227,968$97,784$0$325,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$665,082
Expenses Not Reported on Form 990$348,730
Total Expenses per Form 990$325,752
Expenses per Audited Statements$316,352
Expenses Not Reported on Financial Statements$9,400
Other Expense Adjustments$9,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
e20 Health IncTorrance, CA-Electronic Health Record$184,000
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 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
Interim CFO
Phone
7142468458
Signed
2017-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Schrader
Formed
2010
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
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 IX, line 11G

CONSULTING FEES: Program service expenses 0. Management and general expenses 63,310. Fundraising expenses 0. Total expenses 63,310.

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, 2016 and 2015. The Foundation files tax returns with the U.S. federal and the State of California jurisdictions.

Part XI, Line 4B - Other Adjustments:

other income reclassed from expenses 9,400.

Part XII, Line 4B - Other Adjustments:

other income reclassed from expenses 9,400.

Raw XML AppendixShowing 400 of 557 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt056379
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt035359
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANCY HUANG
IRS990/BooksInCareOfDetail/PhoneNum06572356935
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0505 CITY PARKWAY WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092868
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02912920
IRS990/CashNonInterestBearingGrp/EOYAmt02894845
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0184000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0120594
IRS990/CYOtherRevenueAmt09400
IRS990/CYProgramServiceRevenueAmt0304593
IRS990/CYRevenuesLessExpensesAmt0-11759
IRS990/CYSalariesCompEmpBnftPaidAmt021158
IRS990/CYTotalExpensesAmt0325752
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0313993
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0227968
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034474
IRS990/FeesForServicesAccountingGrp/TotalAmt034474
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt015298
IRS990/FeesForServicesManagementGrp/TotalAmt015298
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt063310
IRS990/FeesForServicesOtherGrp/TotalAmt063310
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1230232
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1363380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1490702
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1536880
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1626894
IRS990/Form990PartVIISectionAGrp/PersonNm0Mark Refowitz
IRS990/Form990PartVIISectionAGrp/PersonNm1Lee Penrose
IRS990/Form990PartVIISectionAGrp/PersonNm2Peter Agarwal
IRS990/Form990PartVIISectionAGrp/PersonNm3Tricia Nguyen
IRS990/Form990PartVIISectionAGrp/PersonNm4Ellen Ahn
IRS990/Form990PartVIISectionAGrp/PersonNm5Samara Cardenas MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Viet Van Dang MD
IRS990/Form990PartVIISectionAGrp/PersonNm7Theresa Boyd
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm9Todd Spitzer
IRS990/Form990PartVIISectionAGrp/PersonNm10Andrew Do
IRS990/Form990PartVIISectionAGrp/PersonNm11Lisa Bartlett
IRS990/Form990PartVIISectionAGrp/PersonNm12Suzanne Turf
IRS990/Form990PartVIISectionAGrp/PersonNm13Chet Uma
IRS990/Form990PartVIISectionAGrp/PersonNm14Michael Schrader
IRS990/Form990PartVIISectionAGrp/PersonNm15Nancy Huang
IRS990/Form990PartVIISectionAGrp/PersonNm16Michael Ruane
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12102154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13337286
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14399933
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15134862
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16110491
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt16Former Exec Director (Thru 5/1/15)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0184000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0184000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0184000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0313993
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
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/NetAssetsOrFundBalancesBOYAmt02906604
IRS990/NetAssetsOrFundBalancesEOYAmt02894845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01055
IRS990/OfficeExpensesGrp/TotalAmt01055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt09400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09400
IRS990/OtherRevenueTotalAmt09400
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021158
IRS990/OtherSalariesAndWagesGrp/TotalAmt021158
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt048623
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt035359
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01440
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Michael Schrader
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Hitech gov't grant
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0304593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0304593
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0187500
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt076390
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0249283
IRS990/PYRevenuesLessExpensesAmt0-93421
IRS990/PYSalariesCompEmpBnftPaidAmt078814
IRS990/PYTotalExpensesAmt0342704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0249283
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11759
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0304593
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0other income - 2015 Amount: $ 9,400.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0304593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0249283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04197673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01700833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02877521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09329903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09400
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09400
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt09329903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0304593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0249283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04197673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01700833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02877521
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09329903
IRS990ScheduleA/TotalSupportAmt09339309
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0348730
IRS990ScheduleD/DonatedServicesUseFcltsAmt0348730
IRS990ScheduleD/ExpensesNotReportedAmt0348730
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09400
IRS990ScheduleD/ExpensesSubtotalAmt0316352
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt09400
IRS990ScheduleD/OtherRevenuesNotIncludedAmt09400
IRS990ScheduleD/RevenueNotReportedAmt0348730
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09400
IRS990ScheduleD/RevenueSubtotalAmt0304593
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, 2016 and 2015. The Foundation files tax returns with the U.S. federal and the State of California jurisdictions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1other income reclassed from expenses 9,400.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2other income reclassed from expenses 9,400.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0325752
IRS990ScheduleD/TotalRevenuePerForm990Amt0313993
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0653323
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0665082
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0184000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Electronic Health Record
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0e20 Health Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0800663067
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt021151 S Western Ave Ste 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Torrance
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090501
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/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
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/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt027008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0303640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1392538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2134773
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3108143
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt045511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt170828
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt217156
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt313056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017869
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119874
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt313838
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt06638

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings