Foundation of Orange County Medical Association
Nonprofit profile at a glance
- EIN
- 464271018
- IRS 990 coverage
- 2014–2025
- Forms available
- Form 990 2025
- Location
- Newport Beach, CA, USA
- Phone
- 9493988100
- Rating
- 62
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Emergency Assistance
Reported finances
- Revenue
- $12,272
- Expenses
- $16,313
- Assets
- $181,460
- Liabilities
- $15,175
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- CRISPINA CHONG-HAN MD (President)
- SHALINI SHAH MD (PAST PRESIDENT)
- CONNIE BARTLETT DO (PRESIDENT-ELECT)
Highest reported compensation
- CRISPINA CHONG-HAN MD (President): $12,000 total reported compensation
- SHALINI SHAH MD (PAST PRESIDENT): $12,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To assist in the stabilization of health care costs while maintaining the quality of health care by performing utilization review of the professional activities of physicians and other health care practitioners and institutional and non-institutional providers of health care services, and, in connection therewith, to determine or advise as to the standards of health care which are professionally recognized; to ascertain and advise as to the medical necessity of particular services; to advise on the manner in which services may be provided in the most economical manner consistent with professional standard of maintenance of the quality of care; to perform studies and analyses of trends in the utilization of medical services and in the quality of medical care rendered to the general public, and to provide educational services to health care providers and the general public concerning such trends; and to provide information services to health care providers in order to facilitate the deliv
What it reported doing in 2025
Provide monetary, medical, hospital, clinical and other aid to needy orange county physicians, their families and needy medical students who are actively engaged in the study of medicine in an approved medical school.
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
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 46
- Transparency & Controls: 90
- Accountability: 74
- Sustainability: 36
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 62.5%; rating input score 63
- Program expense ratio: 34%; rating input score 34
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -32.9%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 11.12; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: -10.3% per year; rating input score 0; 26th percentile among comparable filings
- Revenue growth: -29.9% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: -4.8% per year; rating input score 0; 20th percentile among comparable filings
Details
- Where the money goes: 62.5% of revenue deployed · 34% of spending went to programs
- Governance: 4 of 4 board members independent · 3 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $6K in reported program spending
- Leadership: top reported pay $12K · 4 people listed
- Consistency: 20 of 20 current checks pass
- Schedules: 4 filed schedules
- Filing history: 11 filing years from 2014 to 2025
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- 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.
- Moderate — Financial Efficiency: Program expense ratio scored 34/100.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.