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CALIFORNIA INTEGRATED DATAEXCHANGE

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Public IRS 990 nonprofit record

CALIFORNIA INTEGRATED DATAEXCHANGE

EIN 47-1480312

What they do

Cal INDEX is A Nonprofit Mutual Benefit Corporation Developing A Statewide, Next-generation Health Information Exchange (HIE). The Comprehensive Collection of Electronic Patient Records Will Include Clinical Data From Healthcare Providers and Health Insurers. Cal INDEX Will Allow Physicians, Nurses and Hospitals Throughout The State to Share Patients Health Information and Will Provide Them With The Tools to Help Them Give Their Patients The Safest, Highest-quality Care Possible. - Facilitate The Sharing of Healthcare Data Among Payers and Providers to Reduce The Costs and Increase The Quality of Health Care Services.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $67.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2015The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

87.23%of revenue went to mission work67.7% of expenses · Program services
$128.85spent for every $100 of revenueSpending was higher than revenue this year.
41.62%of revenue went to management and office costs32.3% of expenses
$1.36in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $4,445,112 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $551,237 for DAVID WATSON (CEO (THRU 5/2016)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2015

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$15,406,025
Mission workProgram services$13,439,17287.23% of revenue67.7% of expenses
ManagementOffice and general costs$6,411,96541.62% of revenue32.3% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$19,851,137128.85% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$15,406,025
Expenses$19,851,137
Annual shortfall $4,445,112 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$13,439,172 · 67.7% of expenses
Management and office costs$6,411,965 · 32.3% of expenses
See all reported dollar amounts
Revenue$15,406,025
Expenses$19,851,137
Assets$26,932,224
Mission work (program services)$13,439,172
Management and general$6,411,965
Accounting fees$37,014
People

Leadership and board

Tax year 2015

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
DAVID WATSONCEO (THRU 5/2016) · 40 hrs/week $551,237Base $528,529 · Other $22,708
GREG LECLAIRECFO & COO · 40 hrs/week $312,221Base $292,094 · Other $20,127
JOHN LEECTO · 40 hrs/week $281,639Base $259,418 · Other $22,221
DOUG HARTVP MARKETING & COMMUNICATIONS · 40 hrs/week $267,504Base $248,806 · Other $18,698
ANDREA LEEBCPO · 40 hrs/week $217,731Base $211,000 · Other $6,731
BONGJIN CHOIASSOC. VP, PRODUCT DEVELOPMENT · 40 hrs/week $160,154Base $137,003 · Other $23,151
DMITRIY LURIEASSOC. VP, OPERATIONS & IT · 40 hrs/week $142,707Base $123,601 · Other $19,106
PIYUSH BHARGAVADIRECTOR OF ENGINEERING · 40 hrs/week $128,999Base $109,298 · Other $19,701
MITCHELL COHENDIRECTOR OF INFO. SECURITY · 40 hrs/week $124,885Base $104,334 · Other $20,551
JEAN FRASERCHAIRMAN & CEO · 1 hrs/week $16,750
DAVID FEINBERGCHAIRMAN (THRU 6/2016) · 1 hrs/week $10,500

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

DAVID WATSONCEO (THRU 5/2016)

GREG LECLAIRECFO & COO

JOHN LEECTO

DOUG HARTVP MARKETING & COMMUNICATIONS

ANDREA LEEBCPO

BONGJIN CHOIASSOC. VP, PRODUCT DEVELOPMENT

DMITRIY LURIEASSOC. VP, OPERATIONS & IT

PIYUSH BHARGAVADIRECTOR OF ENGINEERING

MITCHELL COHENDIRECTOR OF INFO. SECURITY

JEAN FRASERCHAIRMAN & CEO

DAVID FEINBERGCHAIRMAN (THRU 6/2016)

BETH GINZINGERBOARD MEMBER

HECTOR FLORESBOARD MEMBER

MARK SAVAGEBOARD MEMBER

MIKE MURPHYBOARD MEMBER

About this charity

Location
6001 SHELLMOUND ST No 500, EMERYVILLE, CA 94608
County
Alameda
In care of
Greg LeClaire

How to reach them

Filing and classification

Latest tax year
2015
Tax period began
August 1, 2015
Tax preparer
MOSS ADAMS LLP

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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