Civic Intelligence

Orange County Partnership Regional Health Information Organization

990 • Fiscal year 2017 • EIN 46-1145952

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
601 N Park Center DrSanta Ana, CA 92705

(845) 517-3699

Siviq Scores

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

Liabilities / Assets

64th percentile

0.21x

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

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

Liabilities / Revenue

66th percentile

0.23x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

86th percentile

$165,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

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

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

77th percentile

25%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$1,005,969

Up $265,575 (+36%) from 2016

Net Assets

Up

$792,999

Up $277,444 (+54%) from 2016

Liabilities

Down

$212,970

Down $11,869 (-5.3%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin51st percentile

Revenue

Up

$924,740

Up $184,260 (+25%) from 2016

Expenses

Up

$892,740

Up $211,267 (+31%) from 2016

Net Income

Down

$32,000

Down $27,007 (-46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $244,971Liabilities 2012: $149,5862012Assets 2013: $979,193Liabilities 2013: $282,477Net Assets 2013: $696,7162013Assets 2014: $595,730Liabilities 2014: $102,851Net Assets 2014: $492,8792014Assets 2015: $680,180Liabilities 2015: $223,632Net Assets 2015: $456,5482015Assets 2016: $740,394Liabilities 2016: $224,839Net Assets 2016: $515,5552016Assets 2017: $1,005,969Liabilities 2017: $212,970Net Assets 2017: $792,9992017Assets 2018: $1,108,007Liabilities 2018: $356,215Net Assets 2018: $751,7922018Assets 2019: $1,592,257Liabilities 2019: $248,336Net Assets 2019: $1,343,9212019Assets 2020: $1,627,894Liabilities 2020: $597,396Net Assets 2020: $1,030,4982020Assets 2021: $1,620,264Liabilities 2021: $534,856Net Assets 2021: $1,085,4082021

Highlighted filing

2017

Assets$1,005,969
Liabilities$212,970
Net Assets$792,999
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $195,173Expenses 2012: $99,788Net Income 2012: $95,3852012Revenue 2013: $1,147,880Expenses 2013: $1,090,891Net Income 2013: $56,9892013Revenue 2014: $284,294Expenses 2014: $558,640Net Income 2014: -$274,3462014Revenue 2015: $668,907Expenses 2015: $705,238Net Income 2015: -$36,3312015Revenue 2016: $740,480Expenses 2016: $681,473Net Income 2016: $59,0072016Revenue 2017: $924,740Expenses 2017: $892,740Net Income 2017: $32,0002017Revenue 2018: $968,757Expenses 2018: $1,009,964Net Income 2018: -$41,2072018Revenue 2019: $1,582,565Expenses 2019: $990,436Net Income 2019: $592,1292019Revenue 2020: $902,663Expenses 2020: $1,216,086Net Income 2020: -$313,4232020Revenue 2021: $871,919Expenses 2021: $817,009Net Income 2021: $54,9102021

Highlighted filing

2017

Revenue$924,740
Expenses$892,740
Net Income$32,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$924,740
Mission and Program Overview

Mission

The organization was formed to provide a venue in which healthcare providers and agencies can share patient information to improve the overall quality of patient care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$243,385$491,274▲ $247,889
Prepaid Expenses and Deferred Charges$61,627$61,337▼ $290
Savings and Temporary Cash Investments$46,840$57,613▲ $10,773
Cash and Non-Interest-Bearing Accounts$59,388$17,041▼ $42,347
Land, Buildings, and Equipment, Net$4,982$2,989▼ $1,993
Loans From Officers Directors$59--
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$985,838$1,005,969▲ $20,131
Other Assets Total$569,616$375,715▼ $193,901
Liabilities
Accounts Payable and Accrued Expenses$187,808$134,993▼ $52,815
Other Liabilities$36,972$77,977▲ $41,005
Total Liabilities$224,839$212,970▼ $11,869
Net Assets / Fund Balance
Unrestricted Net Assets$760,999$792,999▲ $32,000
Total Net Assets Fund Balance$760,999$792,999▲ $32,000
Total Liabilities and Net Assets / Fund Balance$985,838$1,005,969▲ $20,131

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,989$12,074$15,063
Other Assets Org$15,713--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pavel BudiloExecutive DirectorFT$165,000$165,000

Board Members and Trustees

NameTitle
Nova StewartChairperson
Jeff Des RochesVice- Chair
Bill FarryBoard Member
Sharif TaramanBoard Member
Sharon AnderssonBoard Member
Whitney AyersBoard Member
Mark HeadlandDirector
David SoulesesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$183,285
Program Service Revenue
$741,395
Investment Income
$60
Other Revenue
$0
All Other Contributions
$428
Change in Net Assets
$32,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$727,740
Salaries, Compensation, and Employee Benefits$165,000
Total Fundraising Expense$1,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$165,000-$165,000
All Other Expenses$20$23,636$1,567$25,223
Other Expenses$66,536$23,009-$23,009
Insurance-$9,433-$9,433
Travel-$7,457-$7,457
Depreciation Depletion-$1,993-$1,993
Office Expenses-$1,104-$1,104
Total Functional Expenses$321,230$569,943$1,567$892,740
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
Loans from Officers, Directors, Trustees, and Key Employees$59--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loans from officers$30,059
Refundable deposits Payable$22,857
Payroll Tax Payable$21,114
Credit Cards$7,872
Direct Deposit Liabilities$-3,925
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Governing body reviews the forms and verifies the data on the form”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All directors, officers, and employees are required to disclose any potentialconflicts of interest. Failure to disclose a potential conflict of interest orengaging in a practice determined to be a conflict of interest may result indisciplinary action up to and including termination.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the President, Executive Director and other officers is based on that other industries pay for jobs with the same or similar responsibilities.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Orange County Partnership Regional
EIN
46-1145952
Phone
8455173699
Address
601 N Park Center Dr, Santa Ana, CA 92705

Signing Officer

Name
Pavel Budilo
Title
Executive Director
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pavel Budilo
Formed
2012
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Jacob Lichter
Address
1 Hillcrest Center Dr Suite 210, Spring Valley, NY 10977
Preparer
Jacob Lichter
Phone
8452909701
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1672574
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt068821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1672574
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0184532
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt080
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0516473
IRS990/PYProgramServiceRevenueAmt0555868
IRS990/PYRevenuesLessExpensesAmt059007
IRS990/PYSalariesCompEmpBnftPaidAmt0165000
IRS990/PYTotalExpensesAmt0681473
IRS990/PYTotalRevenueAmt0740480
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032000
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0924314
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057613
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0924742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0738639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0650342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0240000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01147880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03701603
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03701603
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0924742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0738639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0650342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0240000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01147880
IRS990ScheduleA/Total509Grp/TotalAmt03701603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0924742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0738639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0650342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0240000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01147880
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03701603
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0169619
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1190383
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt215713
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Bad Debt Allowances
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Grant Awards
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Undeposited funds
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02989
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012074
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-3925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt230059
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt321114
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt422857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Cards
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Direct Deposit Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Loans from officers
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Payroll Tax Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Refundable deposits Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02989
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0375715
IRS990ScheduleD/TotalLiabilityAmt077977
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Pavel Budilo
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0165000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Governing body reviews the forms and verifies the data on the form
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All directors, officers, and employees are required to disclose any potentialconflicts of interest. Failure to disclose a potential conflict of interest orengaging in a practice determined to be a conflict of interest may result indisciplinary action up to and including termination.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of the President, Executive Director and other officers is based on that other industries pay for jobs with the same or similar responsibilities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0985838
IRS990/TotalAssetsEOYAmt01005969
IRS990/TotalAssetsGrp/BOYAmt0985838
IRS990/TotalAssetsGrp/EOYAmt01005969
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0183285
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01567

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,005,969
Liabilities
$212,970
Net assets
$792,999
Revenue
$924,740
Expenses
$892,740
Net income
$32,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.53$1.09$0.87$0.82$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.60$1.03$0.90$1.22$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.25$1.34$1.58$0.99$0.59
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.36$0.75$0.97$1.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.21$0.79$0.92$0.89$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.22$0.52$0.74$0.68$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.22$0.46$0.67$0.71$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.10$0.49$0.28$0.56$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.28$0.70$1.15$1.09$0.06
2012Summary only. Only limited summary data is available for this year.$0.24$0.15$0.20$0.10$0.10