CALOPTIMA FOUNDATION (EIN 273068015) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

MICHAEL SCHRADER

Phone

7142468458

Tax Period

2018-07-01 to 2019-06-30

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.

Mission

TO ESTABLISH CALOPTIMA REGIONAL EXTENSION CENTER (COREC) AS A TRUSTED ADVISOR IN HEALTH IT THROUGHOUT ORANGE COUNTY CALIFORNIA, PROVIDING HIGH QUALITY INFORMATION, GUIDANCE AND DIRECT IT ASSISTANCE SERVICES. COREC WILL FACILITATE THE SELECTION, IMPLEMENTATION AND ACHIEVEMENT OF MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS AND INTENDS TO BE AT THE FOREFRONT OF PROVIDING PRACTICES WITH INTEGRATED DATA ANALYTICS TO ACHIEVE OPTIMAL PATIENT HEALTH AND DISEASE MANAGEMENT.

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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%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $35,771

Other Revenue $0

TOTAL REVENUE $35,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,000

TOTAL EXPENSES $12,000

Year-over-Year Comparison

	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%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$1,288,621

Total Directors

$6,800

Key Employees

Highest Compensated

reported

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

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
2019	$35,771	$12,000	No data	$23,771
2018	No data	$25,000	$2,843,139	No data

CALOPTIMA FOUNDATION