ORANGE, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)CALOPTIMA FOUNDATION, founded in 2010, is a micro nonprofit that reported $36K in total revenue in fiscal year 2018. The organization ran a surplus of $24K, a strong 66% operating margin.
THE CALOPTIMA FOUNDATION HAD BEEN FORMED AS A NON-PROFIT ORGANIZATION UNDER THE CONTROL OF CALOPTIMA FOR THE BENEFIT OF CALOPTIMA MEMBERS AND OTHER COMMUNITY MEMBERS IN ORANGE COUNTY. THE PRIMARY OBJECTIVE FOR THE FOUNDATION IS TO TAKE ADVANTAGE OF HEALTH RELATED PROGRAMMING AND FUNDING OPPORTUNITIES THAT ARE NOT AVAILABLE TO GOVERNMENT ENTITIES. CURRENTLY, THERE IS ONLY ONE PROGRAM UNDER THE FOUNDATION, CALOPTIMA REGIONAL EXTENSION CENTER, WHICH IS FUNDED THROUGH THE FEDERAL AMERICAN REFORM AND RECOVERY ACT.
CALOPTIMA REGIONAL EXTENSION CENTER (COREC) IS THE PRIMARY GRANT RECIPIENT OF THE CALOPTIMA FOUNDATION. COREC HAS BEEN ESTABLISHED AS A TRUSTED ADVISOR IN HEALTH INFORMATION TECHNOLOGY, PROVIDING...
CALOPTIMA REGIONAL EXTENSION CENTER (COREC) IS THE PRIMARY GRANT RECIPIENT OF THE CALOPTIMA FOUNDATION. COREC HAS BEEN ESTABLISHED AS A TRUSTED ADVISOR IN HEALTH INFORMATION TECHNOLOGY, PROVIDING HIGH QUALITY INFORMATION, GUIDANCE, AND DIRECT INFORMATION TECHNOLOGY ASSISTANCE. COREC FACILITATES THE SELECTION, IMPLEMENTATION AND ACHIEVEMENT OF MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS AND IS THE LEADER IN PROVIDING HEALTH CARE PRACTICES WITH INTEGRATED DATA ANALYTICS TO ACHIEVE OPTIMAL PATIENT HEALTH AND DISEASE MANAGEMENT. FOR THIS REPORTING YEAR, COREC HAS ASSISTED 140 PROVIDERS IN TOTAL, WHICH INCLUDES 38 IN A COMMUNITY HEALTH CENTER SETTING, 27 UNDER A PRACTICE CONSORTIUM SETTING, AND 75 SOLO PROVIDERS. COREC HAS COMPLETED 92% OF ITS ORIGINAL GOAL, WHICH CONSISTS OF BRINGING 1,000 PRIORITY PRIMARY HEALTH CARE PROVIDERS INTO MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2018 | 2017 | Change | |
|---|---|---|---|
| Revenue | $35,771 | N/A | N/A |
| Expenses | $12,000 | $25,000 | -0.5% |
| Net Income | $23,771 | $-25,000 | -2.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| PAUL YOST MD | CHAIR/DIRECTOR | 1.00 |
Officer
Director
|
$0 | $0 | $1,200 |
| NIKAN KHATIBI MD | VICE CHAIR/DIRECTOR | 1.00 |
Officer
Director
|
$0 | $0 | $1,400 |
| DOUG CHAFFEE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RIA BERGER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $1,200 |
| RON DILUIGI | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $1,300 |
| ANDREW DO | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LEE PENROSE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $600 |
| ALEXANDER NGUYEN MD | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $1,100 |
| MICHELLE STEEL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| J SCOTT SCHOEFFEL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SUZANNE TURF | SECRETARY | 1.00 |
Officer
|
$0 | $31,517 | $144,813 |
| MICHAEL SCHRADER | CEO | 1.00 |
Officer
|
$0 | $130,684 | $741,369 |
| GREG HAMBLIN | TREASURER/CFO | 1.00 |
Officer
|
$0 | $81,904 | $399,839 |
| NANCY HUANG | CONTROLLER | 1.00 |
Highest
|
$0 | $47,390 | $240,878 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2019 | $35,771 | $12,000 | No data | $23,771 |
| 2018 | No data | $25,000 | $2,843,139 | No data |
Compare CALOPTIMA FOUNDATION with other nonprofits in California and across the country.