Civic Intelligence

Santa Cruz Hio DBA Schio

EIN 81-4978262 • 501(c)3 • Santa Cruz, CA

Profile

The organization's mission is to enable and support the healthcare community in the central coast region to appropriately and securely share data in order to facilitate care, reduce costs and improve healthcare outcomes. Schio provides health and social information exchange services so that organizations delivering medical treatment, and all related types of care that impact health and well-being, have the information they need to provide "whole person care."

343 Soquel Ave 327Santa Cruz, CA 95062

schio.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.73x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.34x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

5th percentile

-64%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$227,906

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

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

Asset Growth

4th percentile

-51%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

43rd percentile

3.5%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Down

$689,450

Down $722,514 (-51%) from 2023

Liabilities

Up

$505,912

Up $237,521 (+88%) from 2023

Net Assets

Down

$183,538

Down $960,035 (-84%) from 2023

Revenue

Up

$1,505,276

Up $50,427 (+3.5%) from 2023

Expenses

Up

$2,465,311

Up $257,604 (+12%) from 2023

Net Income

Down

-$960,035

Down $207,177 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $761,894Liabilities 2018: $45,957Net Assets 2018: $715,9372018Assets 2019: $746,776Liabilities 2019: $50,611Net Assets 2019: $696,1652019Assets 2020: $1,020,407Liabilities 2020: $146,633Net Assets 2020: $873,7742020Assets 2021: $1,626,587Liabilities 2021: $238,608Net Assets 2021: $1,387,9792021Assets 2022: $2,048,759Liabilities 2022: $198,313Net Assets 2022: $1,850,4462022Assets 2023: $1,411,964Liabilities 2023: $268,391Net Assets 2023: $1,143,5732023Assets 2024: $689,450Liabilities 2024: $505,912Net Assets 2024: $183,5382024

Highlighted filing

2024

Assets$689,450
Liabilities$505,912
Net Assets$183,538

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $1,487,675Expenses 2018: $782,738Net Income 2018: $704,9372018Revenue 2019: $927,394Expenses 2019: $947,166Net Income 2019: -$19,7722019Revenue 2020: $1,205,254Expenses 2020: $1,008,545Net Income 2020: $196,7092020Revenue 2021: $2,141,413Expenses 2021: $1,627,208Net Income 2021: $514,2052021Revenue 2022: $2,563,603Expenses 2022: $2,053,719Net Income 2022: $509,8842022Revenue 2023: $1,454,849Expenses 2023: $2,207,707Net Income 2023: -$752,8582023Revenue 2024: $1,505,276Expenses 2024: $2,465,311Net Income 2024: -$960,0352024

Highlighted filing

2024

Revenue$1,505,276
Expenses$2,465,311
Net Income-$960,035

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,505,276
Mission and Program Overview

Mission

The organization's mission is to enable and support the healthcare community in the central coast region to appropriately and securely share data in order to facilitate care, reduce costs and improve healthcare outcomes. Schio provides health and well social information exchange services so that organizations delivering medical treatment, and all related types of care that impact health and well-being, have the information they need.

The organizations mission is to enable and support the healthcare community in the central coast region to appropriately and securely share data in order to facilitate care, reduce costs and improve healthcare outcomes. Schio provides

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$374,797$311,397▼ $63,400
Cash and Non-Interest-Bearing Accounts$947,959$251,848▼ $696,111
Prepaid Expenses and Deferred Charges$89,208$126,205▲ $36,997
Total Assets$1,411,964$689,450▼ $722,514
Liabilities
Accounts Payable and Accrued Expenses$183,832$325,374▲ $141,542
Deferred Revenue$84,559$180,538▲ $95,979
Total Liabilities$268,391$505,912▲ $237,521
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,143,573$183,538▼ $960,035
Total Net Assets Fund Balance$1,143,573$183,538▼ $960,035
Total Liabilities and Net Assets / Fund Balance$1,411,964$689,450▼ $722,514
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel ChavezExecutive DirectorFT$227,906$227,906
Daniel Chavez--$227,906$227,906
Becky ShoemakerEmployeeFT$184,081$184,081
Becky Shoemaker--$184,081$184,081
Benjamin JohnsonEmployeeFT$179,014$179,014
Benjamin Johnson--$179,014$179,014
Ajay PrasharEmployeeFT$153,572$153,572
Ajay Prashar--$153,572$153,572
Michelle DennisEmployeeFT$129,052$129,052
Michelle Dennis--$129,052$129,052

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$407,000
Program Service Revenue
$1,097,523
Investment Income
$753
Other Revenue
$0
Change in Net Assets
$-960,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,505,276
Total Revenue per Audited Statements
$1,505,276
Total Revenue per Form 990
$1,505,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,269,082
Salaries, Compensation, and Employee Benefits$1,196,229
Total Fundraising Expense$167,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$718,842$184,738$64,742$968,322
Current Officers, Directors, Trustees, and Key Employees$22,791$102,558$102,558$227,907
Fees for Services Accounting$0$91,677$0$91,677
Information Technology$71,576$18,455$0$90,031
Insurance$0$53,291$0$53,291
Fees for Services Legal$0$29,506$0$29,506
Travel$0$28,525$0$28,525
Other Expenses$0$916$0$916
Total Functional Expenses$1,783,686$514,325$167,300$2,465,311

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,465,311
Total Expenses per Audited Statements$2,465,311
Total Expenses per Form 990$2,465,311
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Santa Cruz HIO
EIN
81-4978262
Phone
8314657874
Address
343 SOQUEL AVE 327, SANTA CRUZ, CA 95062

Signing Officer

Name
Daniel Chavez
Title
Executive Director
Phone
8314657874
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Chavez
Formed
2016
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Artesian CPA LLC
Address
4915 Easley Rd, Golden, CO 80403
Preparer
Craig Denlinger
Phone
3038233220
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

NO DOCUMENTATION NOTED.

Pt VI, Line 12C

THE POLICY WAS ENFORCED.

Pt VI, Line 11B

Board members review the form prior to its submission to the irs.

Pt VI, Line 8B

NO DOCUMENTATION NOTED.

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