2016-04-01T10:11:04-05:00 2015-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2014-07-01 593831966 THE CENTER TO PROMOTE HEALTHCARE ACCESS INC CENT 5108341300 1333 BROADWAY NO 605 OAKLAND CA 94612 LOIRE WHITE CFO 5108341300 2016-03-31 1 JOHN PANETTA P00365375 9257902600 2014 2016-08-17 19:52:53Z SOCIAL INTEREST SOLUTIONS JOHN G CATERHAM 3841 N FREEWAY BLVD SUITE 210 SACRAMENTO CA 95843 37231014 0 X WWW.SOCIALINTEREST.ORG X 2006 CA DEVELOP & IMPLEMENT TECHNOLOGY THAT PROVIDES EFFICIENT ACCESS TO HEALTH & OTHER SOCIAL SERVICES. 6 6 82 6 0 0 599000 10000 42091990 37201563 8930 19451 0 0 42699920 37231014 0 0 0 0 6922146 9462803 0 0 61762 17331437 17584986 24253583 27047789 18446337 10183225 44397764 54155049 3698417 3272477 40699347 50882572 X THE CENTER TO PROMOTE HEALTHCARE ACCESS, INC. (THE "CENTER"), DBA SOCIAL INTEREST SOLUTIONS, IS DEDICATED TO THE ONGOING IMPLEMENTATION AND DEVELOPMENT OF TECHNOLOGY THAT PROVIDES EFFICIENT ACCESS TO HEALTH AND OTHER SOCIAL SERVICES. 0 0 16861975 33598202 THE ORGANIZATION MADE A MAJOR ENTRY INTO THE AFFORDABLE CARE ACT SYSTEM INTEGRATION SPACE IN 2012 FOR THE STATE OF ARIZONA. THE ORGANIZATION DEVELOPED A NEW APPLICATION WHICH IS KNOWN AS HEALTH-E-ARIZONA PLUS, AND THIS HAS BECOME THE LARGEST COMPONENT OF THE ORGANIZATION'S BUSINESS. THIS SYSTEM EXPANDS THE ORGANIZATION'S CAPABILITIES FROM ELIGIBILITY DETERMINATION TO ENROLLMENT MANAGEMENT AND SYSTEM OF RECORD MAINTENANCE. DURING 2014, THE ORGANIZATION ACQUIRED RIGHTS FOR 24 MONTHS TO DEVELOP AND MARKET MAGI CLOUD AS A COMPONENT TO ITS ACA PRODUCT PORTFOLIO TO BE OFFERED THROUGHOUT THE UNITED STATES. 6801404 3583361 THE ORGANIZATION MANAGES, IMPLEMENTS AND MAINTAINS A NUMBER OF SYSTEMS THAT SUPPORT CASE MANAGEMENT, BENEFIT ACCESS, OUTREACH, GRANT MANAGEMENT, SYSTEM INTEGRATION AND FINANCIAL ASSISTANCE FOR LOW INCOME PERSONS OR OTHER PERSONS WITH SPECIAL NEEDS. IN ADDITION, THE ORGANIZATION ALSO PROVIDES CONSULTING SERVICES ASSOCIATED WITH SUPPORTING THESE TYPES OF HEALTH AND SOCIAL SERVICE ACCESS SYSTEMS. ONE OF THE ORGANIZATION'S CORE PRODUCTS IS ONE-E-APP. ONE-E-APP IS A WEB-BASED SYSTEM FOR CONNECTING FAMILIES WITH A RANGE OF PUBLICLY FUNDED HEALTH AND HUMAN SERVICE PROGRAMS. CONSUMERS AND COMMUNITIES CAN USE ONE-E-APP TO SCREEN INDIVIDUALS AND FAMILIES FOR PROGRAMS SUCH AS MEDICAID, CHIP, AND THEIR OWN LOCAL HEALTH INSURANCE EXPANSION PROGRAMS, AND SUBMIT THEIR APPLICATION TO THOSE PROGRAMS ELECTRONICALLY. ONE-E-APP PROVIDES A COST-EFFECTIVE, ONE-STOP APPROACH THAT IMPROVES THE EFFICIENCY AND USER-FRIENDLINESS OF THE APPLICATION PROCESS FOR FAMILIES SEEKING COVERAGE FROM COUNTY- AND COMMUNITY-BASED AGENCIES. ONE-E-APP IS KNOWN BY OTHER NAMES IN DIFFERENT JURISDICTIONS SUCH AS IND-E-APP AND HEALTHY-E-MARYLAND. IN ADDITION TO ONE-E-APP, THE ORGANIZATION HAS ALSO DEVELOPED A NUMBER OF OTHER WEB-BASED SYSTEMS THAT INCLUDE: ECCHANGE, ECCONLINE, SART, PAL AND PALPLUS. WITH THIS RANGE OF PRODUCTS PROVIDED BY THE ORGANIZATION, STATES, COUNTIES, HEALTH CARE PROVIDERS, COMMUNITIES AND MANY OTHER TYPES OF AGENCIES CAN BETTER SERVE INDIVIDUALS AND FAMILIES AND MAXIMIZE THE USE OF STATE AND FEDERAL RESOURCES. 357034 20000 THE ORGANIZATION HAS SERVED AS A SUBJECT MATTER EXPERT TO SUPPORT HEALTH BENEFIT EXCHANGE PROGRAM. 24020413 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 82 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHI HUYNH DIRECTOR OF FINANCE 5108341300 1333 BROADWAY NO 605 OAKLAND CA 94612 MELANIE NATHANSON VICE CHAIR 2.00 X X 0 0 0 STACY DEAN SECRETARY 2.00 X X 0 0 0 CHARLES MARSHALL BOARD MEMBER 2.00 X 0 0 0 ANDREW D HYMAN BOARD MEMBER 2.00 X 0 0 0 ROBERT PHILLIPS CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 RIMA COHEN BOARD MEMBER 2.00 X 0 0 0 THOMAS DONOVAN BOARD MEMBER 2.00 X 0 0 0 WILLIAM M MCELYEA DIRECTOR OF HUMAN RESOURCES 40.00 X 130972 0 12547 JOHN CATERHAM BEGINNING 10312013 PRESIDENT & CEO 40.00 X 458073 0 42201 JORDAN BATTANI DIRECTOR OF BUSINESS & PARTNERSHIP DEVELOPMENT 40.00 X 154446 0 13606 CHI HUYNH DIRECTOR OF FINANCE 50.00 X 182130 0 24553 ASHOK ROUT CTO 40.00 X 253060 0 26250 KELLY D GUTHNER CHIEF TECHNICAL ARCHITECT 50.00 X 270818 0 30544 BOBBIE C WILBUR 5113-12312013 DIR APPLICATION SOLUTIONS 70.00 X 459000 0 34711 MARCELLA GONZALEZ ASST DIR APPLICATION SOLUT 70.00 X 275076 0 22858 SUSAN JO THOMAS SPECIAL PROJECTS MANAGER 45.00 X 124064 0 26258 STACEY ROCHMAN PROJECT MANAGER 50.00 X 139809 0 14219 ARAVINDMALI GANESAN OPERATIONS SUPPORT MANAGER 50.00 X 133894 0 15847 NIEL GOETZ IT MANAGER 50.00 X 136299 0 7124 RICHARD HILIUS SR. NETWORK ADMINISTRATOR 40.00 X 117499 0 18414 2835140 0 289132 13 0 1 0 RSYSTEMS 5000 WINDPLAY DRIVE EL DORADO HILLS CA 95762 CONTRACT CONSULTING 3390711 SYNERGYQUAD INC 2893 SUNRISE BLVD SUITE 104 RANCHO CORDOVA CA 95742 CONTRACT CONSULTING 2374043 SAIBBER LLC 511 SARAH COURT MECHANICSBURG PA 17050 CONTRACT CONSULTING 1480427 MODIS 10860 GOLD CENTER PARK DRIVE SUITE RANCHO CORDOVA CA 95670 CONTRACT CONSULTING 651663 INFOVISION TECHNOLOGIES INC 2050 BRUNSWICK PLAZA 1 HIGHWAY 27 NORTH BRUNSWICK NJ 08902 CONTRACT CONSULTING 573097 24 10000 10000 FEES & OTHER PROGRAM REVENUE 611710 37201563 37201563 37201563 19451 19451 37231014 37201563 0 19451 X 3021224 1993328 1027896 4677477 4154674 522803 288772 198615 90157 1475330 1187526 287804 150245 128428 21817 136608 46700 89908 12571046 11935513 633733 1800 11648 11648 1124982 1056663 68319 453419 397617 55802 254913 162722 92191 264230 264230 140784 117051 23733 TECHNICAL SERVICES 1999631 1939819 59812 DATA CENTER CHARGES 372870 372870 REPAIRS & MAINTENANCE 70153 51890 18263 OTHER 34457 12767 21540 150 27047789 24020413 2965614 61762 26159431 39832869 38999 17416008 12772728 168069 238634 3026600 1745131 585908 1281469 29349 29349 44397764 54155049 2847382 2723671 851035 548806 3698417 3272477 X 40531924 50882572 167423 0 40699347 50882572 44397764 54155049 10183225 0 X X 0 1 X 1 0 X 8964328 11650811 32270766 42690990 37211563 132788458 8964328 11650811 32270766 42690990 37211563 132788458 1548878 101000 300000 449000 10000 2408878 0 1548878 101000 300000 449000 10000 2408878 130379580 9388 3128 8348 8930 19451 49245 9388 3128 8348 8930 19451 49245 8973716 11653939 32279114 42699920 37231014 132837703 0.98150 0.95160 0.00040 0.00040 X PART III, LINES 1 & 2 THE ORGANIZATION'S CONTRACT SERVICES BENEFIT THE PUBLIC AS DESCRIBED IN REGS. SECT. 1.509(A)-3(G), AND THEREFORE AMOUNTS REPORTED AS PROGRAM SERVICE REVENUE ON FORM 990, PART VIII ARE REPORTED HERE AS GRANTS ON LINE 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2836630 1653427 1183203 189970 91704 98266 1281469 X 37231014 0 37231014 0 37231014 27047789 0 27047789 0 27047789 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA REVENUE AND TAXATION ACT. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X 1 0 0 0 0 0 0 0 0 JOHN CATERHAM BEGINNING 10312013 PRESIDENT & CEO 316391 0 141682 0 0 0 14409 0 27792 0 500274 0 0 0 JORDAN BATTANI DIRECTOR OF BUSINESS & PARTNERSHIP D 129446 0 25000 0 0 0 5940 0 7666 0 168052 0 0 0 CHI HUYNH DIRECTOR OF FINANCE 172130 0 10000 0 0 0 8376 0 16177 0 206683 0 0 0 ASHOK ROUT CTO 253060 0 0 0 0 0 10652 0 15598 0 279310 0 0 0 KELLY D GUTHNER CHIEF TECHNICAL ARCHITECT 270818 0 0 0 0 0 12298 0 18246 0 301362 0 0 0 BOBBIE C WILBUR 5113-12312013 DIR APPLICATION SOLUTIONS 459000 0 0 0 0 0 20655 0 14056 0 493711 0 0 0 MARCELLA GONZALEZ ASST DIR APPLICATION SOLUT 271073 0 4003 0 0 0 12378 0 10480 0 297934 0 0 0 SUSAN JO THOMAS SPECIAL PROJECTS MANAGER 122826 0 1238 0 0 0 5744 0 20514 0 150322 0 0 0 STACEY ROCHMAN PROJECT MANAGER 138121 0 1688 0 0 0 5916 0 8303 0 154028 0 0 0 PART I, LINE 4A ASHOK ROUT RECEIVED SEVERANCE IN THE AMOUNT OF $114,096 DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS EMPOWERED THE BOARD'S AUDIT COMMITTEE TO REVIEW AND APPROVE THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS. MANAGEMENT THOROUGHLY REVIEWS FORM 990 PRIOR TO SUBMISSION TO THE BOARD'S AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND SUBMITS ANY QUESTIONS, COMMENTS OR CORRECTIONS TO MANAGEMENT. ONCE CORRECTIONS ARE MADE TO THE SATISFACTION OF THE AUDIT COMMITTEE, THE AUDIT COMMITTEE APPROVES THE FINAL FORM 990 FOR SUBMISSION TO THE IRS. IN ADDITION, THE FINAL FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY PROVIDES A MECHANISM FOR DISCLOSING AND EVALUATING POTENTIAL AND ACTUAL CONFLICTS; AND PROCEDURES FOR THE BOARD OF DIRECTORS IN CONSIDERING ANY TRANSACTION OR ARRANGEMENT WHERE A CONFLICT MAY EXIST. SPECIFICALLY, THE CONFLICT OF INTEREST POLICY ASSURES THAT COVERED PERSONS (I.E., THE ORGANIZATION'S DIRECTORS, OFFICERS, MEMBERS OF ANY COMMITTEE OF THE BOARD OF DIRECTORS, AND THOSE EMPLOYEES WHO MAY BE DESIGNATED BY ACTION OF THE BOARD) WITH CONFLICTS WILL NOT HAVE INFLUENCE OVER THEIR OWN COMPENSATION OR THE CORPORATION'S BUSINESS DEALINGS WITH THEM. IT SETS OUT PROCEDURES FOR ACTING ON CONFLICT OF INTEREST TRANSACTIONS AND REQUIRES THAT COVERED PERSONS DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AS THEY ARISE. THE CONFLICT OF INTEREST POLICY FURTHER REQUIRES THAT COVERED PERSONS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO ENSURE THAT MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE PROMPTLY AND FULLY DISCLOSED TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS MADE UP OF BOARD MEMBERS AND HAS BEEN EMPOWERED BY THE BOARD OF DIRECTORS TO MAKE COMPENSATION RECOMMENDATIONS. THESE RECOMMENDATIONS AND BOARD OF DIRECTORS APPROVALS ARE MADE UNDER THE REBUTTABLE PRESUMPTION MODEL AS LAID OUT BY THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON THE GUIDESTAR WEBSITE. THE ORGANIZATION ALSO MAKES ITS OTHER GOVERNING DOCUMENTS SUCH AS THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 11,935,513. MANAGEMENT AND GENERAL EXPENSES 366,019. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,301,532. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 267,714. FUNDRAISING EXPENSES 1,800. TOTAL EXPENSES 269,514. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.