Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2017 • EIN 27-3068015

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 11, 2018

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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.92x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-98%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,893,139

Down $37,065 (-1.3%) from 2016

Net Assets

Down

$2,868,139

Down $26,706 (-0.9%) from 2016

Liabilities

Down

$25,000

Down $10,359 (-29%) from 2016

Revenue

Down

$27,164

Down $286,829 (-91%) from 2016

Expenses

Down

$53,870

Down $271,882 (-83%) from 2016

Net Income

Down

-$26,706

Down $14,947 (-127%) from 2016

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

2017

Assets$2,893,139
Liabilities$25,000
Net Assets$2,868,139

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

2017

Revenue$27,164
Expenses$53,870
Net Income-$26,706
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 11, 2018
Return Version
2016v3.0
Gross Receipts
$27,164
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$2,894,845$2,893,139▼ $1,706
Pledges and Grants Receivable$35,359$0▼ $35,359
Total Assets$2,930,204$2,893,139▼ $37,065
Liabilities
Accounts Payable and Accrued Expenses$35,298$0▼ $35,298
Other Liabilities$61$25,000▲ $24,939
Total Liabilities$35,359$25,000▼ $10,359
Net Assets / Fund Balance
Unrestricted Net Assets$2,894,845$2,868,139▼ $26,706
Total Net Assets Fund Balance$2,894,845$2,868,139▼ $26,706
Total Liabilities and Net Assets / Fund Balance$2,930,204$2,893,139▼ $37,065
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Michael SchraderCEO$438,263$70,831$509,094
Chet UmaTreasurer/CFO THRU (1/17/17)$271,722$100,624$372,346
Nancy HuangInterim CFO/Controller$145,760$38,852$184,612
Suzanne TurfSecretary$104,920$30,487$135,407

Board Members and Trustees

NameTitle
Paul Yost MDChair/Director
Lee PenroseVice Chair/Director
Alexander Nguyen MDDirector
Andrew DoDirector
J Scott SchoeffelDirector
Lisa BartlettDirector
Michelle SteelDirector
Nikan Khatibi MDDirector
Ria BergerDirector
Ron DiLuigiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,164
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-26,706

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,164
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$53,665
Total Revenue per Audited Statements
$80,829
Total Revenue per Form 990
$27,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$45,280-$45,280
Information Technology$6,887--$6,887
Other Expenses$1,703--$1,703
Total Functional Expenses$8,590$45,280$0$53,870

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$107,535
Expenses per Audited Statements$53,870
Total Expenses per Form 990$53,870
Expenses Not Reported on Form 990$53,665
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$25,000
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 11B

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
Greg Hamblin
Title
CFO
Phone
7142468458
Signed
2018-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Schrader
Formed
2010
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
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

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, 2017 and 2016. The Foundation files tax returns with the U.S. federal and the State of California jurisdictions.

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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/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.
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-26706
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt027164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0304593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0249283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04197673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01700833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06479546
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09400
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09400
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt06479546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0304593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0249283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04197673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01700833
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06479546
IRS990ScheduleA/TotalSupportAmt06488946
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt053665
IRS990ScheduleD/DonatedServicesUseFcltsAmt053665
IRS990ScheduleD/ExpensesNotReportedAmt053665
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt053870
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliates
IRS990ScheduleD/RevenueNotReportedAmt053665
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt027164
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, 2017 and 2016. 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/TotalExpensesPerForm990Amt053870
IRS990ScheduleD/TotalLiabilityAmt025000
IRS990ScheduleD/TotalRevenuePerForm990Amt027164
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080829
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0107535
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0271722
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1438263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2145760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount026904
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt042806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt141983
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt218105
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt121058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt220639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt07274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt17790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt2108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Chet Uma
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Michael Schrader
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Nancy Huang
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treasurer/CFO THRU (1/17/17)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Interim CFO/Controller
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0372346
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1509094
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2184612
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION AND BENEFITS USING ONE OR MORE OF THE METHODS INDICATED ON LINE 3.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 1a
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORANGE COUNTY HEALTH AUTHORITY (DBA CALOPTIMA), A PUBLIC AGENCY, IS THE SOLE STATUTORY MEMBER OF CALOPTIMA FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORANGE COUNTY HEALTH AUTHORITY (DBA CALOPTIMA), THE SOLE STATUTORY MEMBER, HAS THE AUTHORITY TO APPOINT THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CALOPTIMA EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO COMPLETE CALIFORNIA FORM 700-STATEMENT OF ECONOMIC INTERESTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CALOPTIMA FOUNDATION'S OFFICERS ARE NOT COMPENSATED AND IT DOES NOT HAVE ANY DIRECT EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL 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).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Orange County Health Authority
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330599891
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0local gov't agency providing medi-cal services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0505 City Parkway West
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Orange
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0928687231
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt053435
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt152164
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual Amount
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Actual Amount
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Orange County Health Authority
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Orange County Health Authority

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