Civic Intelligence

California Hospital Assessment and Reporting Task Force

EIN 36-4616681 • 501(c)3 • Roseville, CA

Profile

THE MISSION OF CHART IS:

1688 Orvietto DriveRoseville, CA 95661

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.38x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.36x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-2.0%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-24%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$890,929

Down $284,913 (-24%) from 2023

Liabilities

Down

$341,661

Down $262,950 (-43%) from 2023

Net Assets

Down

$549,268

Down $21,963 (-3.8%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin34th percentile

Revenue

Down

$947,925

Down $132,440 (-12%) from 2023

Expenses

Up

$967,266

Up $108,835 (+13%) from 2023

Net Income

Down

-$19,341

Down $241,275 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $805,732Liabilities 2010: $408,990Net Assets 2010: $396,7422010Assets 2011: $1,422,200Liabilities 2011: $615,359Net Assets 2011: $806,8412011Assets 2012: $615,213Liabilities 2012: $12,601Net Assets 2012: $602,6122012Assets 2013: $303,762Liabilities 2013: $59,918Net Assets 2013: $243,8442013Assets 2014: $213,486Liabilities 2014: $11,368Net Assets 2014: $202,1182014Assets 2015: $199,944Liabilities 2015: $9,990Net Assets 2015: $189,9542015Assets 2016: $271,263Liabilities 2016: $66,661Net Assets 2016: $204,6022016Assets 2017: $375,266Liabilities 2017: $133,115Net Assets 2017: $242,1512017Assets 2018: $352,358Liabilities 2018: $15,590Net Assets 2018: $336,7682018Assets 2019: $468,747Liabilities 2019: $115,133Net Assets 2019: $353,6142019Assets 2020: $535,454Liabilities 2020: $147,973Net Assets 2020: $387,4812020Assets 2021: $616,289Liabilities 2021: $168,874Net Assets 2021: $447,4152021Assets 2022: $1,432,163Liabilities 2022: $1,082,866Net Assets 2022: $349,2972022Assets 2023: $1,175,842Liabilities 2023: $604,611Net Assets 2023: $571,2312023Assets 2024: $890,929Liabilities 2024: $341,661Net Assets 2024: $549,2682024

Highlighted filing

2024

Assets$890,929
Liabilities$341,661
Net Assets$549,268
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,499,4792010Expenses 2011: $1,422,5512011Expenses 2012: $205,4752012Revenue 2013: $593Expenses 2013: $359,361Net Income 2013: -$358,7682013Revenue 2014: $101,029Expenses 2014: $142,755Net Income 2014: -$41,7262014Revenue 2015: $200,090Expenses 2015: $212,254Net Income 2015: -$12,1642015Revenue 2016: $344,945Expenses 2016: $330,297Net Income 2016: $14,6482016Revenue 2017: $377,677Expenses 2017: $340,128Net Income 2017: $37,5492017Revenue 2018: $371,177Expenses 2018: $276,560Net Income 2018: $94,6172018Revenue 2019: $468,309Expenses 2019: $451,463Net Income 2019: $16,8462019Revenue 2020: $602,692Expenses 2020: $568,825Net Income 2020: $33,8672020Revenue 2021: $590,217Expenses 2021: $530,283Net Income 2021: $59,9342021Revenue 2022: $569,558Expenses 2022: $667,676Net Income 2022: -$98,1182022Revenue 2023: $1,080,365Expenses 2023: $858,431Net Income 2023: $221,9342023Revenue 2024: $947,925Expenses 2024: $967,266Net Income 2024: -$19,3412024

Highlighted filing

2024

Revenue$947,925
Expenses$967,266
Net Income-$19,341
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890,929
Liabilities
$341,661
Net assets
$549,268
Revenue
$947,925
Expenses
$967,266
Net income
-$19,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.34$0.55$0.95$0.97$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.60$0.57$1.08$0.86$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.08$0.35$0.57$0.67$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.17$0.45$0.59$0.53$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.15$0.39$0.60$0.57$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.12$0.35$0.47$0.45$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.34$0.37$0.28$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.13$0.24$0.38$0.34$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.07$0.20$0.34$0.33$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.20$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$0.10$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.06$0.24$0.00$0.36$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.01$0.60$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.62$0.81$1.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.41$0.40$1.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 11, 2025
Return Version
2024v5.2
Gross Receipts
$1,343,095
Mission and Program Overview

Mission

THE MISSION OF CHART IS:

To publically report California hospital quality performance using broadly agreed upon measures, data collection/submission methods and a consumer friendly reporting format.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$571,371$517,899▼ $53,472
Investments in Publicly Traded Securities$199,540$248,043▲ $48,503
Cash and Non-Interest-Bearing Accounts$92,453$78,979▼ $13,474
Accounts Receivable$62,500$45,500▼ $17,000
Prepaid Expenses and Deferred Charges-$508-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,175,842$890,929▼ $284,913
Other Assets Total$249,978$0▼ $249,978
Liabilities
Deferred Revenue$500,000$200,000▼ $300,000
Accounts Payable and Accrued Expenses$104,611$141,661▲ $37,050
Total Liabilities$604,611$341,661▼ $262,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$503,981$482,018▼ $21,963
Net Assets With Donor Restrictions$67,250$67,250→ $0
Total Net Assets Fund Balance$571,231$549,268▼ $21,963
Total Liabilities and Net Assets / Fund Balance$1,175,842$890,929▼ $284,913
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Ken StuartPresident
Albert Lam MDDirector
Bonnie Kwok MD MPHDirector
Christopher Krawczyk PhDDirector
David R Campa MD MPHDirector
Gretchen Alkema PhDDirector
Helen Macfie Pharm D FABCDirector
Holly Hessel-Altman RN BSN MDirector
Joan MaxwellDirector
Kathryn Kietzman PhD MSWDirector
Kevin Worth RN MS CNSDirector
Kristof Stremikis MPP MPHDirector
Laura Fox MPHDirector
Libby HoyDirector
Lisa AlbersDirector
Mary SchramkeDirector
Patty Atkins MS RNDirector
Peter RobertsonDirector
Robert ImhoffDirector
Rochelle Ereman MS MPHDirector
Terry Hill MDDirector
Bruce Spurlock MDExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$900,250
Program Service Revenue
$0
Investment Income
$47,675
Other Revenue
$0
All Other Contributions
$600,250
Change in Net Assets
$-19,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$967,266
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 Other$897,190--$897,190
Office Expenses$55,256--$55,256
Fees for Services Accounting-$11,657-$11,657
Insurance$2,539--$2,539
Conferences and Meetings$424--$424
Other Expenses$200--$200
Total Functional Expenses$955,609$11,657$0$967,266
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
California Hospital Assessment and
EIN
36-4616681
Phone
9167726090
Address
1688 Orvietto Drive, Roseville, CA 95661

Signing Officer

Name
Bruce Spurlock MD
Title
Executive Director
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Spurlock MD
Formed
2007
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Elder Accountancy
Address
800 HOWE STE 160, SACRAMENTO, CA 95825
Preparer
Michelle R Elder CPA
Phone
9169728297
Raw XML AppendixShowing 400 of 521 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Gretchen Alkema PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2Patty Atkins MS RN
IRS990/Form990PartVIISectionAGrp/PersonNm3David R Campa MD MPH
IRS990/Form990PartVIISectionAGrp/PersonNm4Rochelle Ereman MS MPH
IRS990/Form990PartVIISectionAGrp/PersonNm5Terry Hill MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Laura Fox MPH
IRS990/Form990PartVIISectionAGrp/PersonNm7Libby Hoy
IRS990/Form990PartVIISectionAGrp/PersonNm8Robert Imhoff
IRS990/Form990PartVIISectionAGrp/PersonNm9Kathryn Kietzman PhD MSW
IRS990/Form990PartVIISectionAGrp/PersonNm10Christopher Krawczyk PhD
IRS990/Form990PartVIISectionAGrp/PersonNm11Bonnie Kwok MD MPH
IRS990/Form990PartVIISectionAGrp/PersonNm12Albert Lam MD
IRS990/Form990PartVIISectionAGrp/PersonNm13Helen Macfie Pharm D FABC
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IRS990/Form990PartVIISectionAGrp/PersonNm16Peter Robertson
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IRS990/Form990PartVIISectionAGrp/PersonNm18Mary Schramke
IRS990/Form990PartVIISectionAGrp/PersonNm19Kevin Worth RN MS CNS
IRS990/Form990PartVIISectionAGrp/PersonNm20Bruce Spurlock MD
IRS990/Form990PartVIISectionAGrp/PersonNm21Ken Stuart
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