CALIFORNIA ASSOCIATION OF HEALTH INFORMATION EXCHANGES (EIN 463613312) - 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

2013

Legal Domicile

Principal Officer

MIMI HALL

Phone

9162870360

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA ASSOCIATION OF HEALTH INFORMATION EXCHANGES, founded in 2013, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 279% from the prior year, signaling strong growth momentum. The organization ran a surplus of $190K, a strong 17% operating margin.

Mission

THE MISSION IS TO ESTABLISH A STATEWIDE NETWORK FOR TRUSTED EXCHANGE OF HEALTH DATA AMONG CALIFORNIA'S HEALTH INFORMATION. CAHIE HAS DEVELOPED A WORKING CALIFORNIA VERSION OF THE DATA USE AND RECIPROCAL SUPPORT AGREEMENT (CALDURSA) BASED ON THE NATIONAL DURSA AND ADHERING TO NATIONAL STANDARDS. CAHIE WILL USE THE EHEALTH EXCHANGE POLICY FRAMEWORK TO GUIDE CAHIE'S POLICIES AND PROCEDURES FOR ACHIEVING TRUSTED EXCHANGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,127,965

Investment Income $174

Other Revenue $0

TOTAL REVENUE $1,128,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,898

Program Expenses $895,485

Other Expenses $938,358

TOTAL EXPENSES $938,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,128,139	$297,728	+2.8%
Expenses	$938,358	$391,119	+1.4%
Net Income	$189,781	$-93,391	-3.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN CHAVEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA YOUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN HELVEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MIMI HALL	CHAIR	2.00	Officer Director	$0	$0	$0
MARK ELSON	SECRETARY	2.00	Officer Director	$0	$0	$0
LORI HACK	INTERIM EXECUTIVE DIRECTOR	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$1,128,139	$938,358	$579,560	$189,781
2022	$297,728	$391,119	$435,874	$-93,391

CALIFORNIA ASSOCIATION OF HEALTH INFORMATION EXCHANGES