CAL ECONNECT: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAL ECONNECT (EIN 27-2254848)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-23
- IRS object ID
- 201312969349301001
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-23T12:48:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946214841 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272254848 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL ECONNECT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALE | NameControl |
| Phone | 9257902600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 ALCOSTA BLVD NO 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILL BRAUSE | Name |
| Title | INTERIM CFO | Title |
| Phone | 9257902600 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN HENLEY | Name |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BILL BRAUSE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 ALCOSTA BLVD NO 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4516197 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CALECONNECT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ESTABLISH POLICIES, SERVICES, & INNOVATIONS TO IMPROVE HEALTH & HEALTHCARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6442275 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4506388 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 130 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8334 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6442405 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4514722 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1467228 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 974658 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2701027 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1187835 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2271731 | OtherExpensePriorYear |
| Other Expenses Current Year | 2196178 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6439986 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4358671 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2419 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 156051 | RevenuesLessExpensesCY |
| Total Assets BOY | 1047870 | TotalAssetsBOY |
| Total Assets EOY | 1386286 | TotalAssetsEOY |
| Total Liabilities BOY | 1045201 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1227566 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2669 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 158720 | NetAssetsOrFundBalancesEOY |
| Mission Description | CAL ECONNECT'S MISSION IS TO FACILITATE THE APPROPRIATE, SECURE, AND EFFICIENT EXCHANGE OF HEALTH INFORMATION TO IMPROVE HEALTH AND HEALTHCARE SAFETY, QUALITY, ACCESS, AND EFFICIENCY FOR ALL CALIFORNIANS BY ESTABLISHING POLICIES, SERVICES, AND INNOVATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3423092 | Expense |
| Grants | 974658 | Grants |
| Description | HEALTH INFORMATION EXCHANGE (HIE) EXPANSION GRANTS, POLICY DEVELOPMENT, AND CAPACITY ASSESSMENT ACTIVITIES EXPANDED HIE THROUGH SUPPORT FOR COMMUNITY-BASED INITIATIVES THAT ARE INTEROPERABLE WITH DEVELOPING STATEWIDE POLICIES AND SERVICES. | Description |
| Total Program Service Expense | 3423092 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BILL BRAUSE | NamePerson |
| Telephone Number | 9257902600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 ALCOSTA BLVD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DONALD H CRANE JD | |||||||
| CO-CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| DAVID LANSKY PHD | |||||||
| CO-CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| DAVID JOYNER MBA | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| IGNATIUS BAU | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BILL BEIGHE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RONALD KAUFMAN MD MBA FACP FACHE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FRED HORNBECK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| TERI BOUGHTON MHA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ANN BOYNTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J BRENNAN CASSIDY MD | |||||||
| DIRECTOR (THRU 06/12) | 2.00 | X | 0 | 0 | 0 | ||
| TOBY DOUGLAS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RON JIMENEZ MD | |||||||
| DIRECTOR (THRU 04/12) | 2.00 | X | 0 | 0 | 0 | ||
| HOWARD A KAHN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PAMELA LANE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID REGAN | |||||||
| DIRECTOR (THRU 06/12) | 2.00 | X | 0 | 0 | 0 | ||
| MARK SAVAGE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LINETTE T SCOTTMDMPH | |||||||
| DIRECTOR (THRU 02/12) | 2.00 | X | 0 | 0 | 0 | ||
| TIM VALDERRAMA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KEITH WILSON MD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PETER YELLOWLEES MD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LAURA LANDRY THRU 0512 | |||||||
| DIRECTOR, INTERIM CEO | 40.00 | X | 171953 | 0 | 15984 | ||
| ROBERT COTHREN | |||||||
| CTO | 40.00 | 193986 | 0 | 10251 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 365939 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26235 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARMANINO LLP | |||||
| 12667 ALCOSTA BLVD STE 500 | SAN RAMON | CA | 94538 | ACCOUNTING SERVICES | 310356 |
| PEPPER HAMILTON LLP | |||||
| 4 PARK PLACE | IRVINE | CA | 92614 | LEGAL SERVICES | 257209 |
| TOP TIER CONSULTING | |||||
| PO BOX 2126 | THOUSAND OAKS | CA | 91360 | CAPACITY ASSESSMENT | 225145 |
| BOOZ ALLEN HAMILTON | |||||
| PO BOX 8500 S-2725 | PHILADELPHIA | PA | 19178 | TRANSITION PLANNING | 204221 |
| 2311 LLC | |||||
| 21213 SENECA CROSSING DRIVE | GERMANTOWN | MD | 20876 | HIE SUBJECT MATTER | 135775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 4385603 | GovernmentGrants |
| All Other Contributions | 120785 | AllOtherContributions |
| Total Contributions | 4506388 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88 | TotalRevenueColumn |
| Exclusion | $88 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 9721 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1475 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 8246 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8246 | TotalRevenueColumn |
| Exclusion | $8,246 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4514722 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,334 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 974658 | Total |
| Program Services | 974658 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187937 | Total |
| Program Services | 46984 | ProgramServices |
| Management And General | 140953 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860332 | Total |
| Program Services | 875571 | ProgramServices |
| Management And General | -15239 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63608 | Total |
| Program Services | 56133 | ProgramServices |
| Management And General | 7475 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75958 | Total |
| Program Services | 67031 | ProgramServices |
| Management And General | 8927 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223475 | Total |
| Program Services | 213618 | ProgramServices |
| Management And General | 9857 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275731 | Total |
| Management And General | 275731 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272364 | Total |
| Management And General | 272364 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176436 | Total |
| Program Services | 168653 | ProgramServices |
| Management And General | 7783 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7706 | Total |
| Management And General | 7706 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60923 | Total |
| Program Services | 33526 | ProgramServices |
| Management And General | 27397 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133021 | Total |
| Management And General | 133021 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64486 | Total |
| Program Services | 64486 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54190 | Total |
| Program Services | 54190 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1966 | Total |
| Management And General | 1966 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39301 | Total |
| Management And General | 39301 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT PAYMENTS | 868242 | 868242 | |
| MISCELLANEOUS | 18337 | 18337 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4358671 | Total |
| Program Services | 3423092 | ProgramServices |
| Management And General | 935579 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98323 | BOY |
| EOY | 289061 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 527050 | BOY |
| EOY | 1081305 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395976 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17082 | BOY |
| EOY | 15870 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3441 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5998 | BOY |
| EOY | 50 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1047870 | BOY |
| EOY | 1386286 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 360575 | BOY |
| EOY | 155321 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684626 | BOY |
| EOY | 1072245 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1045201 | BOY |
| EOY | 1227566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2669 | BOY |
| EOY | 133720 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2669 | BOY |
| EOY | 158720 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1047870 | BOY |
| EOY | 1386286 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 156051 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1933442 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6442275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4506388 | CurrentTaxYear |
| Total | 12882105 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1933442 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6442275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4506388 | CurrentTaxYear |
| Total | 12882105 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12882105 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88 | CurrentTaxYear |
| Total | 218 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12882323 | TotalSupport |
| Gross Receipts From Admissions Etc | 250 | GrossReceiptsFromAdmissionsEtc |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED EXPENSES | $14,716 |
| NOTES PAYABLE | $1,057,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1072245 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4506476 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 4506476 | RevenueSubtotal |
| Other Revenues Not Included | 8246 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8246 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4514722 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4350425 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4350425 | ExpensesSubtotal |
| Other Expenses Not Included | 8246 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8246 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4358671 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT BELIEVES THAT CAL ECONNECT HAS ADEQUATELY EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012, CAL ECONNECT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE OR AN ACCRUAL FOR A TAX LIABILITY WOULD BE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE PROCEEDS FROM STOLEN LAPTOPS 9,721. COST BASIS OF STOLEN LAPTOPS -1,475. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE PROCEEDS FROM STOLEN LAPTOPS 9,721. COST BASIS OF STOLEN LAPTOPS -1,475. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| EAST KERN CO INTEGRATED TECHNOLOGY ASSOCIATION | |||||||||
| 785 TUCKER RD STE G PMB 417 | TEHACHAPI | CA | 93561 | 208202097 | 501(C)(3) | 239160 | FMV | HEALTH INFORMATION EXCHANGE EXPANSION | |
| LANES | |||||||||
| 500 W TEMPLE ST ROOM 713 | LOS ANGELES | CA | 70012 | 956000927 | 501(C)(3) | 165630 | FMV | HEALTH INFORMATION EXCHANGE EXPANSION | |
| NORTH COAST HEALTH INFORMATION NETWORK | |||||||||
| 3100 EDGEWOOD RD | EUREKA | CA | 95502 | 274520226 | 501(C)(3) | 35408 | FMV | HEALTH INFORMATION EXCHANGE EXPANSION | |
| OCPRHIO | |||||||||
| 500 N STATE COLLEGE BLVD SUITE 1100 | ORANGE | CA | 92868 | 461145952 | 501(C)(3) | 271331 | FMV | HEALTH INFORMATION EXCHANGE EXPANSION | 1100 |
| REDWOOD MEDNET | |||||||||
| 216 WEST PERKINS ST STE 206 | UKIAH | CA | 95482 | 203306750 | 501(C)(3) | 263129 | FMV | HEALTH INFORMATION EXCHANGE EXPANSION AND DIRECT MESSAGING PROJECT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANTS PROGRAM TEAM, WITH HELP FROM AN OUTSIDE ACCOUNTING FIRM, MAINTAINED FREQUENT COMMUNICATION WITH THE GRANTEES AND RECEIVED MONTHLY FINANCIAL REPORTS ON FUND EXPENDITURES. REVIEW OF FINANCIAL COMPLIANCE WERE CONDUCTED, AS NEEDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA LANDRY THRU 0512 | ||||||||||||||
| DIRECTOR, INTERIM CEO | 167953 | 0 | 0 | 0 | 4000 | 0 | 5726 | 0 | 10258 | 0 | 187937 | 0 | 0 | 0 |
| ROBERT COTHREN | ||||||||||||||
| CTO | 193986 | 0 | 0 | 0 | 0 | 0 | 10251 | 0 | 0 | 0 | 204237 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | RENT EXPENSE TOTALING $10,258 WAS PAID FOR A PERSONAL RESIDENCE FOR LAURA LANDRY, INTERIM CEO, DURING THE TIME SHE WORKED FOR CAL ECONNECT. LAURA'S PRIMARY RESIDENT WAS IN LONG BEACH, CA, AND THE BOARD DETERMINED THAT IT WOULD COST LESS TO PAY FOR AN APARTMENT FOR HER THAN TO COVER ACTUAL HOTEL NIGHTS. THE BENEFIT WAS NOT PROMISED IN HER EMPLOYMENT CONTRACT AND IS CONSIDERED TO BE A BENEFIT TO CAL ECONNECT AND NOT THE EMPLOYEE. THERE IS DOCUMENTATION IN LAURA'S EMPLOYMENT FILE OF THE BOARD'S DECISION TO PAY HER LIVING EXPENSES DURING HER CONTRACT. |
| PART I, LINE 1B | THE BENEFIT WAS NOT PROMISED IN HER EMPLOYMENT CONTRACT AND IS CONSIDERED TO BE A BENEFIT TO CAL ECONNECT AND NOT THE EMPLOYEE. THERE IS DOCUMENTATION IN LAURA'S EMPLOYMENT FILE OF THE BOARD'S DECISION TO PAY HER LIVING EXPENSES DURING HER CONTRACT. |
| PART I, LINE 4A | LAURA LANDRY, INTERIM CEO, WAS TERMINATED IN MAY 2012. PER HER AGREEMENT, CAL ECONNECT PAID HER SEVERANCE AMOUNTING TO $25,000, PLUS AN ADDITIONAL $4,000 OVER TWO MONTHS AS CONSULTING EXPENSES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ROLE OF INTERIM CFO AND CONTROLLER WAS FULFILLED BY BILL BRAUSE, CPA, AUDIT PARTNER OF ARMANINO, LLP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S INTERIM CFO COORDINATED THE PREPARATION AND FILING OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS WHEN JOINING THE BOARD AND ANNUALLY THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING COMPENSATION INCLUDES BOARD DISCUSSION IN EXECUTIVE SESSION, SURVEY OF OTHER SIMILAR ORGANIZATIONS FOR COMPARISON, AND VOTE AND APPROVAL BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | |
| ADDITIONAL INFORMATION: 7 LAPTOPS WERE STOLEN AS A RESULT OF AN OFFICE BREAK-IN. INSURANCE COVERED THE LOSS. |