CALIFORNIA HEALTH MEDICAL RESERVE CORPS: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HEALTH MEDICAL RESERVE CORPS (EIN 47-4432518)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202323209349100742
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T18:25:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330310569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & WHITE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SPECTRUM CENTER DR STE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474432518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH M R C | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9494333887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5955 GRANITE LAKE DRIVE SUITE 160 | AddressLine1Txt |
| City | GRANITE BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN YOUNG | PersonNm |
| Person Title | INTERIM EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9494333887 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLEN | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK SMETANKA | PreparerPersonNm |
| PTIN | P01677376 | PTIN |
| Phone | 9494506200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,192,414 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,624,424 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,561 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,561 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,561 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $15,796,768 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $4,313,829 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $11,482,939 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $11,482,939 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,000,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,000,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,109,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,561 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,485,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $700,549 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $700,549 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,954,656 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,954,656 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $651,845 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $651,845 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $40,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,330,223 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,330,223 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $697,262 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $697,262 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $272,390 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $272,390 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $113,839 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $113,839 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,862,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,862,235 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,622,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,622,999 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,670,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,622,999 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,439,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,862,501 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,086,773 | CashBOYAmt |
| Cash EOY | $5,091,247 | CashEOYAmt |
| Cash EOYFMV | $5,091,247 | CashEOYFMVAmt |
| Acct Rcvbl | $1,645,975 | AcctRcvblAmt |
| Acct Rcvbl BOY | $53,859 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,645,975 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,645,975 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,952,502 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,952,502 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,952,502 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $35,944 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,270 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,270 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $400,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $400,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,421,839 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $890,350 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,130,331 | LandBOYAmt |
| Land EOY | $531,489 | LandEOYAmt |
| Land EOYFMV | $531,489 | LandEOYFMVAmt |
| Other Assets BOY | $42,710 | OtherAssetsBOYAmt |
| Other Assets EOY | $566,931 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $566,931 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,349,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,192,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,192,414 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,344,219 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,880,293 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $862,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,206,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,880,293 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,142,898 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,312,121 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,142,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,312,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,349,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,192,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,142,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,439,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,582,323 | SubtotalAmt |
| Other Decreases | $1,270,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,312,121 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $36 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CALIFORNIAHEALTHMRC.ORG | WebsiteAddressTxt |
| Individual With Books | ELLEN YOUNG INTERIM EXECUTIVE DIRE | IndividualWithBooksNm |
| Phone | 9494333887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5955 GRANITE LAKE DRIVE SUITE 160 | AddressLine1Txt |
| City | GRANITE BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELLEN YOUNG | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | INTERIM EXECUTIVE DIRECTOR | 40.00 | $220,000 | $0 | $0 |
| DANIEL CHRISTENSEN | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | CHIEF PRIVACY AND SECURITY OFFICER | 40.00 | $240,000 | $0 | $0 |
| LUCAS GARCIA | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | CHIEF LEGAL OFFICER | 40.00 | $240,549 | $0 | $0 |
| DR JAMES KILLEEN | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL DESMOND | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW BALL | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JILL LITTLEFIELD | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | DIRECTOR OF SPECIAL | 40.00 | $187,500 | $0 | $0 |
| DEBORAH HINTZ | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | MANAGER OF SPECIAL P | 40.00 | $180,000 | $0 | $0 |
| MARIBEL SORIA | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | DIRECTOR OF COMMUNIT | 40.00 | $156,000 | $0 | $0 |
| KELLIE TODD-GRIFFIN | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | SENIOR VP OF COMMUNI | 40.00 | $100,000 | $0 | $0 |
| STEVEN BROWN | ||||||||
| 5955 GRANITE LAKE DRIVE SUITE 160 | GRANITE BAY | CA | 95746 | VOLUNTEER MANAGER | 40.00 | $93,507 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MICROSOFT | |||||
| 1 MICROSOFT WAY | REDMOND | WA | 98052 | SOFTWARE DEVELOPMENT | $1,096,000 |
| ERNST & YOUNG LLP | |||||
| 200 PLAZA DRIVE | SECAUCUS | NJ | 07094 | CONSULTING SERVICES | $690,519 |
| JK CORPORATE SERVICES | |||||
| 162 TOMLINSON DRIVE | FOLSOM | CA | 95630 | IT AND PROJECT SUPPORT | $250,000 |
| DAN CHRISTENSEN | |||||
| 3444 EAST INDIGO CIRCLE | MESA | AZ | 85213 | LEGAL SUPPORT | $240,000 |
| COMPILED SOFT STUDIOS LLC | |||||
| 1443 S NEBRASKA PL | CHANDLER | AZ | 85286 | PROJECT SUPPORT | $185,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CALIFORNIA HEALTH MEDICAL RESERVES CORPS ("CHMRC OR THE ORGANIZATION") CONNECTS PUBLIC HEALTH, HEALTH DELIVERY SYSTEMS AND COMMUNITIES TO ENSURE A COORDINATED RESPONSE IN EMERGENCIES AND TO BUILD RESILIENCY FOR THE FUTURE. CHMRC WAS ESTABLISHED IN 2014 AND WAS MOST RECENTLY ACTIVATED IN DECEMBER 2019 IN PREPARATION FOR THE ESCALATING COVID-19 PANDEMIC. THE CHMRC TEAM SUPPORTED EFFORTS FROM THE TIME THE FIRST PLANES CARRYING PASSENGERS FROM AFFECTED AREAS ARRIVED AT TRAVIS AIR FORCE BASE IN FEBRUARY 2020. WITH THE NEED FOR CONTINUING SUPPORT AND COORDINATION, CHMRC IS DRIVING THE EFFORT TO PROVIDE COMMUNICATION, COORDINATION AND LOGISTICAL SUPPORT TO COMMUNITIES, HEALTH SYSTEMS AND PUBLIC HEALTH TO BATTLE COVID-19 THROUGHOUT THE STATE. LEARNING FROM THE PANDEMIC EXPERIENCE, CHMRC IS ESTABLISHING FOUNDATIONS TO MAKE COMMUNITIES MORE RESILIENT IN FUTURE CRISES. | Description1Txt |
| Expenses1 | $14,069,508 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,089,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,089,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,089,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,042,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,500 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,134 | CurrentYearAmt |
| Year1 | $30,396 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $182,530 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $129,314 | CurrentYearAmt |
| Year1 | $25,837 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $155,151 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,500 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $47,500 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,500 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $47,500 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,843,422 | CurrentYearAmt |
| Year1 | $3,349,617 | Year1Amt |
| Total | $14,193,039 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,843,422 | CurrentYearAmt |
| Year1 | $3,349,617 | Year1Amt |
| Total | $14,193,039 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF THE WINE COUNTRY | |||||||
| 975 CORPORATE CENTER PKWY 160 | SANTA ROSA | CA | 95407 | N/A | PC | FUNDS PRIDE UNITED GRANTS AUTHORIZED BY UNITED WAY COMMUNITY BOARD FOR DISBURSEMENT IN 2022 | $17,500 |
| POWERHOUSE MINISTRIES | |||||||
| 311 MARKET STREET | FOLSOM | CA | 95630 | N/A | NC | CHMRC HAS A HOLIDAY TRADITION WHERE RANDOM EMPLOYEES ARE CHOSEN TO CHOOSE ANORGANIZATION/CHARITY | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 210 N AVENUE 21 | LOS ANGELES | CA | 90031 | N/A | NC | CHMRC HAS A HOLIDAY TRADITION WHERE RANDOM EMPLOYEES ARE CHOSEN TO CHOOSE ANORGANIZATION/CHARITY | $5,000 |
| KIDS CANCER ALLIANCE | |||||||
| 611 W MAIN ST 300 | LOUISVILLE | KY | 40202 | N/A | NC | CHMRC HAS A HOLIDAY TRADITION WHERE RANDOM EMPLOYEES ARE CHOSEN TO CHOOSE ANORGANIZATION/CHARITY | $5,000 |
| SOLANO AIDS COALITION | |||||||
| 2203 TEAKWOOD AVE | VALLEJO | CA | 94591 | N/A | NC | CHMRC HAS A HOLIDAY TRADITION WHERE RANDOM EMPLOYEES ARE CHOSEN TO CHOOSE ANORGANIZATION/CHARITY | $5,000 |
| WILLIAMS JESSUP UNIVERSITY | |||||||
| 2121 UNIVERSITY AVE | ROCKLIN | CA | 95765 | N/A | NC | CONTRIBUTION TO NURSING SCHOOL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,561 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,482,939 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $3,000,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,482,939 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,485,500 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SEE STATEMENT 14 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| THE SIMI GROUP | |||||||
| 1 | 5595 GRANITE LAKE DRIVE 170 | GRANITE BAY | CA | 95746 | $3,599,424 | Yes (X) | |
| CALIFORNIA COMMISSION ON STATUS OF WOMEN AND GIRLS | |||||||
| 2 | 925 L ST345 | SACRAMENTO | CA | 95814 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SOFTWARE SERVICES | NoncashPropertyDesc |
| Fair Market Value | $3,599,424 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT -EQUIDEUM HEALTH | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $400,000 | BookValueAmt |
| EOYFMV | $400,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $651,845 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $651,845 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $42,710 | $51,986 | $51,986 |
| RIGHT-OF-USE ASSET | $0 | $514,916 | $514,916 |
| INTERCOMPANY | $0 | $29 | $29 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $1,270,202 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE ADMINISTRATION AND SUPPLIES | $21,917 | $0 | $21,917 | $0 |
| INSURANCE | $30,988 | $0 | $30,988 | $0 |
| EQUIPMENT RENTALS | $60,120 | $0 | $60,120 | $0 |
| UTILITIES AND INTERNET/COMPUTER SERVICES | $327,053 | $0 | $327,053 | $0 |
| TELEPHONE, POSTAGE AND SHIPPING | $39,905 | $0 | $39,905 | $0 |
| OTHER EXPENSES | $105,935 | $0 | $105,935 | $0 |
| FACTORING FEES | $71,757 | $0 | $71,757 | $0 |
| IMPAIRMENT LOSS | $2,195,051 | $0 | $2,195,051 | $0 |
| LOSS ON SALE OF ASSETS | $9,509 | $0 | $9,509 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,000,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,000,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLES | Desc |
| BOY Book Value | $862,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE SUBSCRIPTIONS | $37,403 | $0 | $37,403 | $0 |
| CONTRACT LABOR/OUTSIDE SERVICES | $1,292,820 | $0 | $1,292,820 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIMI GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5595 GRANITE LAKE DRIVE 170 | AddressLine1Txt |
| City | GRANITE BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95746 | ZIPCd |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISM-CS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17300 MAJESTIC VIEW DR | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871033307 | EIN |
| Desc | THE ORGANIZATION OWNED 88.79% OF THE OUTSTANDING CAPITAL STOCK OF A FOR-PROFIT CORPORATION | Desc |
| Amt | $1,071,350 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,350 | TotalAmt |