Civic Intelligence

California Schools Veba Medical

EIN 46-3586945 • 501(c)3 • San Diego, CA

Profile

To apply evidenced-based research and business practices to the consumption of healthcare for the purpose of improving transparency, quality, appropriateness, and affordability for the consumers of healthcare.

1843 Hotel Circle South Suite 300San Diego, CA 92108

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$195,137

Up $494 (+0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$195,137

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin61st percentile

Revenue

Up

$5,886

Up $251 (+4.5%) from 2024

Expenses

Up

$5,392

Up $167 (+3.2%) from 2024

Net Income

Up

$494

Up $84 (+20%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2014: $111,334Liabilities 2014: $0Net Assets 2014: $111,3342014Assets 2015: $174,941Liabilities 2015: $8,772Net Assets 2015: $166,1692015Assets 2016: $158,795Net Assets 2016: $158,7952016Assets 2017: $228,128Liabilities 2017: $02017Assets 2018: $217,686Liabilities 2018: $02018Assets 2019: $218,127Liabilities 2019: $7,750Net Assets 2019: $210,3772019Assets 2020: $206,254Net Assets 2020: $206,2542020Assets 2021: $201,677Net Assets 2021: $201,6772021Assets 2022: $197,090Net Assets 2022: $197,0902022Assets 2023: $194,233Net Assets 2023: $194,2332023Assets 2024: $194,643Liabilities 2024: $02024Assets 2025: $195,137Liabilities 2025: $0Net Assets 2025: $195,1372025

Highlighted filing

2025

Assets$195,137
Liabilities$0
Net Assets$195,137
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $200,053Expenses 2014: $88,719Net Income 2014: $111,3342014Revenue 2015: $250,089Expenses 2015: $195,254Net Income 2015: $54,8352015Revenue 2016: $75,132Expenses 2016: $82,506Net Income 2016: -$7,3742016Revenue 2017: $75,080Expenses 2017: $5,747Net Income 2017: $69,3332017Revenue 2018: $486Expenses 2018: $10,928Net Income 2018: -$10,4422018Revenue 2019: $8,444Expenses 2019: $15,753Net Income 2019: -$7,3092019Revenue 2020: $8,706Expenses 2020: $12,829Net Income 2020: -$4,1232020Revenue 2021: $359Expenses 2021: $4,936Net Income 2021: -$4,5772021Revenue 2022: $8,056Expenses 2022: $12,643Net Income 2022: -$4,5872022Revenue 2023: $2,256Expenses 2023: $5,113Net Income 2023: -$2,8572023Revenue 2024: $5,635Expenses 2024: $5,225Net Income 2024: $4102024Revenue 2025: $5,886Expenses 2025: $5,392Net Income 2025: $4942025

Highlighted filing

2025

Revenue$5,886
Expenses$5,392
Net Income$494
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$195,137
Liabilities
$0
Net assets
$195,137
Revenue
$5,886
Expenses
$5,392
Net income
$494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.06$0.05$0.00
2024Summary only. Only limited summary data is available for this year.$1.95$0.00$0.06$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.02$0.05$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$1.97$0.08$0.13$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$2.02$0.00$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.08$2.10$0.08$0.16$0.07
2018Summary only. Only limited summary data is available for this year.$2.18$0.00$0.00$0.11$0.10
2017Summary only. Only limited summary data is available for this year.$2.28$0.00$0.75$0.06$0.69
2016Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.75$0.83$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.09$1.66$2.50$1.95$0.55
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$2.00$0.89$1.11
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$2,256
Mission and Program Overview

Mission

To apply evidenced-based research and business practices to the consumption of healthcare for the purpose of improving transparency, quality, appropriateness, and affordability for the consumers of healthcare.

Our mission is to identify challenges and opportunities in the healthcare delivery system and use this information to educate stakeholders and support a purchaser- and consumer- driven effort to create better healthcare outcomes.

Program Services

DescriptionGrantsExpenses
TO IDENTIFY CHALLENGES AND OPPPORTUNITIES IN THE HEALTHCARE DELIVERY SYSTEM AND USE THIS INFORMATION TO EDUCATE STAKEHOLDERS AND SUPPORT A PURCHASER- AND CONSUMER-DRIVEN EFFORT TO CREATE BETTER HEALTHCARE OUTCOMES.-$5,113
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA WILSONDirector-$0--
STEVEN KAPLANVice Chair-$0--
TOM EDWARDSDirector-$0--
GEORGE MCGREGORDirector-$0--
TARA BLANCDirector-$0--
MICHAEL PEDDECORDDirector-$0--
PATRICK PREZIOSOChair/President-$0--
NANCY WHITE-GREENBURGSecretary-$0--
ELISA HENRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
California Schools Veba Medical
EIN
46-3586945
Phone
6192780021
Address
1843 HOTEL CIRCLE SOUTH SUITE 300, SAN DIEGO, CA 92108

Signing Officer

Name
Patrick Prezioso
Title
Chair/President
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Rbtk Llp
Address
5675 RUFFIN ROAD STE 300, SAN DIEGO, CA 92123
Preparer
Ashlynn Ball
Phone
8584300300
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $124”

Other Expenses.1012

“Insurance $3164”

Other Expenses.1

“CA SOS FILING FEES $25”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $2115 Prepaid Expenses and Deferred Charges - Ending $2109”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0194975
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-2857
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0197090
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194233
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02256
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02256
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197090
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194233
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197090
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194233
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAULA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE MCGREGOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TARA BLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL PEDDECORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK PREZIOSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NANCY WHITE-GREENBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELISA HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chair/President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02115
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02109
IRS990EZ/OtherExpensesTotalAmt03313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO IDENTIFY CHALLENGES AND OPPORTUNITIES IN THE HEALTHCARE DELIVERY SYSTEM AND USE THIS INFORMATION TO EDUCATE STAKEHOLDERS AND SUPPORT A PURCHASER- AND CONSUMER- DRIVEN EFFORT TO CREATE BETTER HEALTHCARE OUTCOMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IDENTIFY CHALLENGES AND OPPPORTUNITIES IN THE HEALTHCARE DELIVERY SYSTEM AND USE THIS INFORMATION TO EDUCATE STAKEHOLDERS AND SUPPORT A PURCHASER- AND CONSUMER-DRIVEN EFFORT TO CREATE BETTER HEALTHCARE OUTCOMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05113
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05113
IRS990EZ/TotalProgramServiceExpensesAmt05113
IRS990EZ/TotalRevenueAmt02256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023350
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0694
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04471
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83930
IRS990ScheduleA/PublicSupportPY170Pct00.89630
IRS990ScheduleA/PublicSupportTotal170Amt023350
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023350
IRS990ScheduleA/TotalSupportAmt027821
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CA SOS FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid Expenses and Deferred Charges - Beginning $2115 Prepaid Expenses and Deferred Charges - Ending $2109
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK PREZIOSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair/President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA SCHOOLS VEBA MEDICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPROPRIATENESS PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0463586945
ReturnHeader/Filer/PhoneNum06192780021
ReturnHeader/Filer/USAddress/AddressLine1Txt01843 HOTEL CIRCLE SOUTH SUITE 300
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092123
ReturnHeader/PreparerPersonGrp/PhoneNum08584300300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ashlynn Ball
ReturnHeader/ReturnTs02023-11-06T08:22:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PREZIOSO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits