The California Regional Extension Center

EIN: 270879297 501(c)(3)

Sacramento, CA

Total Revenue
$1,932,316
Total Expenses
$1,723,673
Total Assets
$1,308,947
Net Assets
$1,293,084
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
CA
Principal Officer
DeeAnne McCallin
Phone
9167563475
Tax Period
2020-01-01 to 2020-12-31

The California Regional Extension Center, founded in 2009, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2020. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $1.7M left a modest 11% surplus.

Mission

To enable safety net providers, including small and solo practice physicians and community clinics, to use health information technology to improve their practices and participate in payment reform.

Program Service Accomplishments

Program 1
Expenses: $1,350,854 Revenue: $1,358,250

Continued delivering, until the Sept 2020 end of contract, Technical Assistance support via CalHIPSO staff and sub-contractors to CTAP enrolled health care practices. The CTAP revenue resulted from...

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Continued delivering, until the Sept 2020 end of contract, Technical Assistance support via CalHIPSO staff and sub-contractors to CTAP enrolled health care practices. The CTAP revenue resulted from CalHIPSO having assisted more than 5,000 Eligible Professionals with meeting the federal requirements of the CMS EHR Incentive Program. Assistance was provided by way of on site coaching or trouble shooting, remote support, and educational assistance.

Program 2
Expenses: $118,197 Revenue: $70,250

Though the 2020 CalHIPSO Interoperability Conference was cancelled, in agreement with our sponsors, provided guidance on federal interoperability rules throughout the year via webinars. Became a...

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Though the 2020 CalHIPSO Interoperability Conference was cancelled, in agreement with our sponsors, provided guidance on federal interoperability rules throughout the year via webinars. Became a member of the Sequoia Project and participated in its Information Blocking Boot Camp (Information Blocking, like Interoperability, is a component of the 21st Century Cures Act). By becoming a SP member, CalHIPSO was able to share knowledge with its stakeholders. Tailored Technical Assistance was provided and collaborated on with organizations such as CMA, community health center regional consortia groups, etc.

Program 3
Expenses: $88,296 Revenue: $231,962

CalHIPSO staff served as primary contact with Aledade Medicare Shared Savings Program Accountable Care Organization (ACO) participating practices and assist them in transforming their practices to...

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CalHIPSO staff served as primary contact with Aledade Medicare Shared Savings Program Accountable Care Organization (ACO) participating practices and assist them in transforming their practices to improve quality and generate shared savings. In addition, CalHIPSO provides partner services to support Aledade obtain information about the CA health care market that can assist in Aledade ACOs successful participation in the shared savings program. Aledade terminated the contract per written notice July 6, 2020, effective Aug. 5, 2020.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $96,200
Program Service Revenue $1,776,262
Investment Income $59,854
Other Revenue $0
TOTAL REVENUE $1,932,316

Expense Breakdown

Grants Paid $0
Salaries & Benefits $495,377
Fundraising Expenses $0
Program Expenses $1,570,174
Other Expenses $1,228,296
TOTAL EXPENSES $1,723,673

Year-over-Year Comparison

2020 2019 Change
Revenue $1,932,316 $3,289,663 -0.4%
Expenses $1,723,673 $3,253,182 -0.5%
Net Income $208,643 $36,481 +4.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
6
Volunteers
11

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$257,771
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DeeAnne McCallin Interim ED 40.00
Officer
$177,829 $27,365 $205,194
David Ford Executive Dir. 40.00
Officer
$47,354 $5,223 $52,577
Abbie Totten Director 1.00
Director
$0 $0 $0
Carmela Castellano-Garcia Director 1.00
Director
$0 $0 $0
Robert Cothren Director 1.00
Director
$0 $0 $0
Robert E Beaudry President 1.00
Officer Director
$0 $0 $0
Carrie Gordon Director 1.00
Director
$0 $0 $0
Lance Lewis Vice President 1.00
Officer Director
$0 $0 $0
Adimika Arthur Director 1.00
Director
$0 $0 $0
David Lown MD Treasurer 1.00
Officer Director
$0 $0 $0
Kevin Kandalaft Director 1.00
Director
$0 $0 $0
Francisco Silva Secretary 1.00
Officer Director
$0 $0 $0
Eric Raffin Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $1,932,316 $1,723,673 $1,308,947 $208,643
2019 $3,289,663 $3,253,182 $1,279,631 $36,481
2018 $4,504,942 $4,226,085 $1,116,462 $278,857
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