2025-11-06T15:47:45-06:00 2024-12-31 465577902 RICHARDSON & COMPANY LLP 550 HOWE AVENUE SUITE 210 SACRAMENTO CA 95825 990 2024-01-01 463613312 CALIFORNIA ASSOCIATION OF HEALTH INFORMATION EXCHANGES CALI 9162870360 2485 NOTRE DAME BLVD STE 370-20 CHICO CA 95928 JOHN HELVEY CHAIR 5308649250 2025-10-13 1 0 CURT JENSON P01208626 9165648727 2025-10-13 2024 2025-03-06 01:10:19Z X JOHN HELVEY 2485 NOTRE DAME BLVD STE 370-20 CHICO CA 95928 410176 0 X CAHIE.ORG X 2013 CA THE MISSION IS TO ESTABLISH A STATEWIDE NETWORK FOR TRUSTED EXCHANGE OF HEALTH DATA AMONG CALIFORNIA'S HEALTH INFORMATION. CAHIE HAS DEVELOPED A WORKING CALIFORNIA VERSION OF THE DATA USE AND RECIPROCAL SUPPORT AGREEMENT (CALDURSA) BASED ON THE NATIONAL DURSA AND ADHERING TO NATIONAL STANDARDS. CAHIE WILL USE THE EHEALTH EXCHANGE POLICY FRAMEWORK TO GUIDE CAHIE'S POLICIES AND PROCEDURES FOR ACHIEVING TRUSTED EXCHANGE. 8 8 0 9 0 0 0 0 1127965 409513 174 663 0 0 1128139 410176 0 0 0 0 0 0 0 0 0 938358 472126 938358 472126 189781 -61950 579560 339092 201375 22857 378185 316235 X THE MISSION IS TO ESTABLISH A STATEWIDE NETWORK FOR TRUSTED EXCHANGE OF HEALTH DATA AMONG CALIFORNIA'S HEALTH INFORMATION. CAHIE HAS DEVELOPED A WORKING CALIFORNIA VERSION OF THE DATA USE AND RECIPROCAL SUPPORT AGREEMENT (CALDURSA) BASED ON THE NATIONAL DURSA AND ADHERING TO NATIONAL STANDARDS. CAHIE WILL USE THE EHEALTH EXCHANGE POLICY FRAMEWORK TO GUIDE CAHIE'S POLICIES AND PROCEDURES FOR ACHIEVING TRUSTED EXCHANGE. 0 0 434086 409513 PM SUPPORT - ASSIGNED PROJECT LEAD AS SINGLE POINT OF CONTACT; PARTICIPATED IN KICK-OFF MEETING TO GO OVER GOALS, OBJECTIVES, STATEMENT OF WORK TASKS, EXPECTATIONS, AND OTHER INFORMATION WITH THE CDII/CDII TEAM; DEVELOPED PROJECT MANAGEMENT PLAN TO ENSURE REGULAR REPORTING, ENGAGEMENT, AND INFORMATION SHARING WITH CDII LEADERSHIP; SET UP REGULAR MEETINGS AND DEVELOPED REPORTING AND COMMUNICATION MATERIALS RELATED TO REGULAR STATUS UPDATES AND EVALUATION PROGRESS REVIEWS; DEVELOPED MONTHLY STATUS REPORT AND MET WITH CDII TEAM TO DISCUSS; PROVIDED A PROJECT PLAN DEVELOPED IN COLLABORATION WITH CDII AND OTHER CDII CONSULTANTS TO THE STATE. 434086 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X THE ORGANIZATION 9162870360 2485 NOTRE DAME BLVD STE 370-20 CHICO CA 95928 X DAN CHAVEZ BOARD MEMBER 1.00 X 0 0 0 ANDREW NIRO BOARD MEMBER 1.00 X 0 0 0 JOHN HELVEY CHAIR 2.00 X X 0 0 0 LAURA YOUNG BOARD MEMBER 1.00 X 0 0 0 ANEEKA CHAUDHRY BOARD MEMBER 1.00 X 0 0 0 ALI MODARESSI SECRETARY 1.00 X X 0 0 0 BILL YORK TREASURER 1.00 X X 0 0 0 JASON BUCKNER BOARD MEMBER 1.00 X 0 0 0 LORI HACK INTERIM EXEC DIRECTOR (TIL APR. '24) 1.00 X 0 0 0 0 0 0 0 0 0 0 FORVIS MAZARS 910 E ST LOUIS STREET 400 SPRINGFIELD MO 65806 CONTRACTED SERVICES SUPPORT 501019 MOSAIC SOLUTIONS AND ADVOCACY 808 R STREET SUITE 102 SACRAMENTO CA 95811 CONSULTING SERVICES 104096 2 PARTICIPANT DIRECTORY 900099 209013 209013 ON-GOING PORTAL TECHNI 900099 74000 74000 MEMBERSHIP REVENUE 900099 70500 70500 TECHNICAL ASSISTANCE F 900099 20000 20000 PORTAL AND CUSTOMER RE 900099 13000 13000 23000 23000 409513 663 663 410176 409513 0 663 X 35858 35858 341918 341918 800 800 127 127 1250 1250 SOFTWARE LICENSE FEE 78241 78241 EHEALTH FEES 13000 13000 OTHER EXPENSES 683 683 BANK FEES 249 249 472126 434086 38040 0 67252 77068 300651 231725 181358 22000 22000 8299 8299 579560 339092 193076 14558 8299 8299 201375 22857 X 378185 316235 378185 316235 579560 339092 -61950 0 X 1 X 0 0 0 X 39228 297600 1127965 409513 1874306 39228 297600 1127965 409513 1874306 0 0 0 1874306 180 128 174 663 1145 180 128 174 663 1145 39408 297728 1128139 410176 1875451 0.99940 0.99970 0.00060 0.00030 X MAZARS USA LLP MAZARS PROVIDED MANAGEMENT SERVICES TO THE ORGANIZATION. 501019 LORI HACK IS AN EMPLOYEE OF MAZARS USA LLP, A MANAGEMENT COMPANY, AND WAS AN INTERIM EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION. LORI WAS COMPENSATED BY MAZARS FOR HER ROLE AS AN INTERIM EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION. MAZARS PROVIDED SERVICES TO SUPPORT THE ADMINISTRATIVE DUTIES OF THE FILING ORGANIZATION AND PROVIDED MANAGEMENT, CONSULTING, AND GRANT WRITING SUPPORT. THE CONTRACT FOR EXECUTIVE DIRECTOR SERVICES WAS TERMINATED APRIL 30, 2024. ALL CONTRACTS WITH MAZARS WAS TERMINATED ON JUNE 30, 2024. 0 FORM 990, PART VI, SECTION A, LINE 3 THE FILING ORGANIZATION HAD ENTERED INTO A MASTER CONSULTING SERVICES AGREEMENT WITH MAZARS USA LLP (MAZARS) TO OBTAIN SERVICES TO SUPPORT THE ADMINISTRATIVE DUTIES OF THE FILING ORGANIZATION AND PROVIDE STRATEGIC SUPPORT TO THE COMMITTEES AND THE BOARD. LORI HACK WAS THE INTERIM EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION AND WAS COMPENSATED BY MAZARS. THE CONTRACT WITH MAZARS FOR EXECUTIVE DIRECTOR SERVICES WAS TERMINATED APRIL 30, 2024. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CEO AND THE BOARD MEMBERS BEFORE THEY ARE FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST ANNUALLY COMPLETE THE CONFLICT OF INTEREST FORM AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G GRANT WRITING AND ONBOARDING: PROGRAM SERVICE EXPENSES 28,847. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,847. PARTICIPANT DIRECTORY BUILD: PROGRAM SERVICE EXPENSES 152,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,071. CONTRACT ADMINISTRATION: PROGRAM SERVICE EXPENSES 161,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,000.