SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE

EIN: 460550661 501(c)(3) Health Care

SAN DIEGO, CA

Total Revenue
$3,746,660
Total Expenses
$3,673,972
Total Assets
$2,497,549
Net Assets
$1,762,084
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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
2012
Legal Domicile
CA
Principal Officer
WILLIAM YORK
Phone
6195734445
Tax Period
2024-01-01 to 2024-12-31

SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE, founded in 2012, is a community nonprofit in the Health Care sector that reported $3.7M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

SAN DIEGO HEALTH CONNECT SECURELY CONNECTS HOSPITALS, DOCTORS, HEALTH SYSTEMS, HEALTH PLANS, PATIENTS, LABORATORIES, PHARMACIES AND OTHER HEALTH INFORMATION EXCHANGES ON A SECURE PRIVATE NETWORK SO THAT MEDICAL INFORMATION CAN BE SHARED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $214,538
Program Service Revenue $3,490,398
Investment Income $15,190
Other Revenue $26,534
TOTAL REVENUE $3,746,660

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,276,116
Fundraising Expenses $0
Program Expenses $3,233,097
Other Expenses $2,397,856
TOTAL EXPENSES $3,673,972

Year-over-Year Comparison

2024 2023 Change
Revenue $3,746,660 $4,129,262 -0.1%
Expenses $3,673,972 $3,414,969 +0.1%
Net Income $72,688 $714,293 -0.9%
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

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Governance

Voting Members
12
Independent Members
12
Employees
9
Volunteers
12

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
4
$717,679
Total Directors
12
$0
Key Employees
1
$153,873
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERRI COLACHIS BOARD CHAIR 8.00
Officer Director
$0 $0 $0
PAUL JOHNSON BOARD VICE CHAIR 8.00
Officer Director
$0 $0 $0
JANE FINLEY BOARD MEMBER 4.00
Director
$0 $0 $0
PAUL HEGYI BOARD MEMBER 4.00
Director
$0 $0 $0
KATE KINNAMONT BOARD MEMBER 4.00
Director
$0 $0 $0
DR WES LUNDBERG BOARD MEMBER 4.00
Director
$0 $0 $0
TANA M LORAH BOARD SECRETARY 4.00
Director
$0 $0 $0
DR RAKESH PATEL BOARD MEMBER 4.00
Director
$0 $0 $0
DIANA PUETZ BOARD MEMBER 4.00
Director
$0 $0 $0
NANCY SASAKI BOARD MEMBER 4.00
Director
$0 $0 $0
LORENA SLOMANSON BOARD MEMBER 4.00
Director
$0 $0 $0
JONATHAN WOLDEMARIAM BOARD MEMBER 4.00
Director
$0 $0 $0
WILLIAM YORK CEO 10.00
Officer
$0 $7,495 $387,700
PAUL REDFERN CFO 10.00
Officer
$0 $14,965 $329,979
NICHOLAS JUAREZ EMPLOYEE 40.00
Key Emp
$153,873 $0 $153,873
LAURA YOUNG EMPLOYEE 40.00
Highest
$253,594 $0 $253,594
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
2025 No data No data No data No data
2024 $3,746,660 $3,673,972 $2,497,549 $72,688
2023 $4,129,262 $3,414,969 $2,322,865 $714,293
2022 $3,279,521 $3,160,297 $1,325,481 $119,224
2021 $5,998,825 $3,880,163 $1,245,384 $2,118,662
2020 $3,705,140 $4,674,261 $379,194 $-969,121
2019 $3,497,243 $3,590,482 $948,776 $-93,239
2018 $3,907,478 $3,768,761 $476,304 $138,717
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