Civic Intelligence

Central Valley Health Information Exchange

990EZ • Fiscal year 2018 • EIN 47-4227452

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 06, 2019

Organization Profile
5629 N Figarden Drive Ste 101Fresno, CA 93722

(559) 299-6686

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$237,027

Down $66,399 (-22%) from 2017

Net Assets

Down

$237,027

Down $66,399 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$66,399

Down $9,705 (-13%) from 2017

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$400K$300K$200K$100K$0Assets 2017: $303,426Liabilities 2017: $0Net Assets 2017: $303,4262017Assets 2018: $237,027Liabilities 2018: $0Net Assets 2018: $237,0272018Assets 2019: $293,894Liabilities 2019: $0Net Assets 2019: $293,8942019Assets 2020: $256,026Liabilities 2020: $0Net Assets 2020: $256,0262020Assets 2021: $278,380Liabilities 2021: $0Net Assets 2021: $278,3802021Assets 2022: $212,033Liabilities 2022: $0Net Assets 2022: $212,0332022Assets 2023: $3,496Liabilities 2023: $0Net Assets 2023: $3,4962023

Highlighted filing

2018

Assets$237,027
Liabilities$0
Net Assets$237,027
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2017: $379,530Expenses 2017: $76,104Net Income 2017: $303,4262017Expenses 2018: $66,3992018Revenue 2019: $330,741Expenses 2019: $273,874Net Income 2019: $56,8672019Revenue 2020: $219,425Expenses 2020: $257,293Net Income 2020: -$37,8682020Revenue 2021: $295,007Expenses 2021: $272,653Net Income 2021: $22,3542021Revenue 2022: $225,120Expenses 2022: $291,467Net Income 2022: -$66,3472022Revenue 2023: $0Expenses 2023: $208,537Net Income 2023: -$208,5372023

Highlighted filing

2018

Revenue-
Expenses$66,399
Net Income-
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 6, 2019
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

To provide physicians, hospitals, clinics and other healthcare providers in Californias Central Valley with access to an electronic health records network.

To provide accesss to an EHR network

Program Services

DescriptionGrantsExpenses
To provide physicians hospitals clinics and other healthcare providers in Californias Central Valley with access to an electronic health records network--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie FranklinPresidentPT$0--
Roger HaleyVice Chair-$0--
Mary Jo JacobsonSecretary-$0--
Manuel PedrozaTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Central Valley Health Information E
EIN
47-4227452
Address
5629 N Figarden Drive Ste 101, Fresno, CA 93722

Signing Officer

Name
Jamie Franklin
Title
President
Signed
2019-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Michael Terpening CPA
Address
5629 Figarden Dr Ste 101, Fresno, CA 93722
Preparer
Michael Terpening CPA
Phone
5592996686
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Service Charges 144Education and Training 745Insurance 2,587Meeting Expense 1,307Travel Expense 3,603Filling Fees 25”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Terpening CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05592996686
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05629 N Figarden Drive Ste 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fresno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0303426
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0237027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-66399
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt057988
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0303426
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0237027
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0303426
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0237027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0303426
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0237027
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roger Haley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Jo Jacobson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Manuel Pedroza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08411
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide accesss to an EHR network
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide physicians hospitals clinics and other healthcare providers in Californias Central Valley with access to an electronic health records network
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066399
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0379530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0379530
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0379530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0379530
IRS990ScheduleA/Total509Grp/TotalAmt0379530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0379530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Service Charges 144Education and Training 745Insurance 2,587Meeting Expense 1,307Travel Expense 3,603Filling Fees 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Franklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Central Valley Health Information E
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0474227452
ReturnHeader/Filer/USAddress/AddressLine1Txt05629 N Figarden Drive Ste 101
ReturnHeader/Filer/USAddress/CityNm0Fresno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093722
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B3D7E1F5DF82C72A5FACD1F33E4765DFCFCA72E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B3D7E1F5DF82C72A5FACD1F33E4765DFCFCA72E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07713932019234bi1mre3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.17.64.250
ReturnHeader/FilingSecurityInformation/IPDt02019-08-22
ReturnHeader/FilingSecurityInformation/IPTm011:10:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208342587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Terpening CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05629 Figarden Dr Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093722
ReturnHeader/PreparerPersonGrp/PhoneNum05592996686
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Terpening CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-22T11:08:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$237,027
Liabilities
$0
Net assets
$237,027
Revenue
-
Expenses
$66,399
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$2.09$2.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$2.25$2.91$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$2.95$2.73$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$2.19$2.57$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$3.31$2.74$0.57
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$3.80$0.76$3.03