California Schools VEBA Medical Appropriateness Project

Nonprofit profile at a glance

EIN
463586945
IRS 990-EZ coverage
2015–2024
Forms available
Form 990 2014, Form 990-EZ 2024
Location
San Diego, CA, USA
Phone
6192780021
Rating
42
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$5,886
Expenses
$5,392
Assets
$195,137
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Patrick Prezioso (Chair/President)

People named in this filing

  • Patrick Prezioso (Chair/President)
  • Steven Kaplan (Vice Chair)
  • Nancy White-Greenburg (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to identify challenges and opportunities in the Healthcare delivery system and use this information to educate stakeholders and support a purchaser-and-consumer-driven effort to create better Healthcare outcomes.

What it reported doing in 2024

To identify challenges and opportunities in the Healthcare delivery system and use this information to educate stakeholders and support a purchaser-and-consumer-driven effort to create better Healthcare outcomes.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 10
  • Transparency & Controls: 82
  • Sustainability: 72
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 10.3%; rating input score 10
  • Program expense ratio: 11.2%; rating input score 11

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 8.4%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 36.19; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -35.3% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -35.3% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: 0.6% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 10.3% of revenue deployed · 11.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $604 in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 10/100.
  • High — Financial Efficiency: Program expense ratio scored 11/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.