2014-03-13T17:04:39-05:00 2013-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2012-07-01 470864952 COPE HEALTH SOLUTIONS COPE 2132590245 315 W NINTH STREET NO 1001 LOS ANGELES CA 90015 ALLEN MILLER 2132590245 2014-03-04 1 LIOR TEMKIN P00748170 3104773924 2014-03-04 2012 2015-11-30 17:44:51Z ALLEN MILLER 315 W NINTH STREET NO 1001 LOS ANGELES CA 90015 5671181 0 X WWW.COPEHEALTHSOLUTIONS.ORG X 2002 CA TO HELP OUR CLIENTS ACHIEVE VISIONARY, MARKET RELEVANT HEALTH CARE SOLUTIONS. 12 11 38 11 0 0 337586 0 4762879 5637181 0 -51267 0 0 5100465 5585914 0 0 0 0 2185857 2526402 0 0 0 2637075 3522986 4822932 6049388 277533 -463474 3250370 2873600 1609081 1695785 1641289 1177815 X SEE SCHEDULE O 0 0 3459473 4168525 CONSULTINGTHE CONSULTING DIVISION LEVERAGES CORE COMPETENCIES IN STRATEGIC PLANNING, HEALTH CARE DELIVERY REDESIGN AND POLICY IMPLEMENTATION. PROJECT TEAMS ASSIST CLIENTS IN ASSESSING, PLANNING FOR AND EXECUTING THE TRANSFORMATION NECESSARY FOR SUCCESS AMID TOMORROW'S HEALTH CARE REALITIES IN THE POST-REFORM ENVIRONMENT. TEAMS CONTINUALLY ADAPT SERVICES TO MARKET CHANGES AND INCORPORATE LEADING INDUSTRY PRACTICES TO PROVIDE INSIGHT FOR CLIENTS TO ESTABLISH A PROACTIVE STANCE IN AN INCREASINGLY COMPETITIVE AND COMPLEX HEALTH CARE ENVIRONMENT. BY ALIGNING WITH THE REGULATORY, MARKET AND FINANCIAL CHANGES, CLIENTS ARE POSITIONED TO BE THE PREMIER PROVIDERS OF CHOICE. SOLUTIONS ARE TAILORED TO EACH ORGANIZATION TO ENSURE IMPROVED PERFORMANCE, COST-EFFECTIVENESS AND QUALITY OF PATIENT-CENTERED CARE. 1064766 1468656 HEALTH CARE TALENT INNOVATIONS ("HCTI")COPE HEALTH SOLUTIONS PROFESSIONALS WITHIN THE HCTI DIVISION PROVIDE INNOVATIVE WORKFORCE DEVELOPMENT, RECRUITMENT AND RETENTION SERVICES THAT LINK HEALTH CARE PROVIDERS WITH TOMORROWS PIPELINE OF HEALTH PROFESSIONALS. THE TAILORED AND COST-EFFECTIVE WORKFORCE PIPELINE STRATEGIES REDUCE NEW-HIRE TURNOVER RATES, CULTIVATE A QUALIFIED WORKFORCE THAT IS REFLECTIVE OF THE COMMUNITY AND BRIDGE THE GAP BETWEEN ACADEMIC TRAINING AND REAL LIFE. 4524239 1 0 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 18 0 1 38 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X ALLEN MILLER PRESIDENT & CEO 2132450245 315 W NINTH STREET SUITE 1001 LOS ANGELES CA 90015 MARTIN ANDERSON MD MPH 0.30 X 0 0 0 ELVIA FOULKE 0.30 X 0 0 0 RON HALBERT MD MPH 0.30 X 0 0 0 RICHARD A LOPATTMBA 0.30 X 0 0 0 GAIL MARGOLIS ESQ 0.30 X 0 0 0 RONA MOLODOW MD JD 0.30 X 0 0 0 ROBERT E MORRIS MD 0.30 X 0 0 0 DAVID O'NEILL 0.30 X 0 0 0 RICHARD ZAPANTA MD 0.30 X 0 0 0 JOHN COLEMAN 0.30 X X 0 0 0 NAT HUTTON 0.30 X X 0 0 0 ALLEN MILLER 40.00 X X 240000 0 17652 EVAN KING 40.00 X 195000 0 11453 CHARLENE CHEN 40.00 X 121000 0 4931 556000 0 34036 3 0 1 0 PETER HARBAGE CONSULTING LLC 805 15TH STREET NW SUITE 805 WASHINGTON DC 20005 HEALTHCARE CONSULTANT 154919 1 CONTRACTS 900099 5325530 5325530 PROGRAM FEES 900099 311651 311651 5637181 34000 85267 -51267 -51267 -51267 5585914 5637181 0 -51267 X 480154 375628 104526 1731458 1362410 369048 22319 17562 4757 118905 77375 41530 173566 132898 40668 21888 16601 5287 87026 66006 21020 1128521 855944 272577 47294 15594 31700 359176 138020 221156 244109 81421 162688 470378 383217 87161 102188 51069 51119 135102 71165 63937 24195 7302 16893 PROGRAM COSTS 856991 856991 BACKGROUND CHECKS 22220 2867 19353 BANK FEES 13338 10622 2716 EQUIPMENT LEASING 10560 1547 9013 6049388 4524239 1525149 0 3508 28509 640515 819099 335920 1980822 1583305 912304 502398 266993 409906 22612 32781 3250370 2873600 1464978 1564940 144103 130845 1609081 1695785 X 1212245 1055792 429044 122023 1641289 1177815 3250370 2873600 -463474 0 X 0 1 X 1 1 1 X 2043886 557650 814316 335920 3751772 3727767 3683921 4301388 4762879 5637181 22113136 5771653 4241571 5115704 5098799 5637181 25864908 0 0 0 25864908 1561 154 1715 1561 154 1715 5773214 4241725 5115704 5098799 5637181 25866623 0.99990 0.99970 0.00010 0.00030 X 18212 2176 16036 680120 365321 314799 213972 134901 79071 409906 X 5637181 51267 51267 5585914 0 5585914 6100655 51267 51267 6049388 0 6049388 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES ("ASC 740") (FORMERLY FASB INTERPRETATION NO. 48 ("FIN 48"), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT 109), THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, COPE HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. COPE RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2013, COPE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. JURISDICTION: FEDERAL OPEN TAX YEARS: 2009-2012 JURISDICTION: STATE OPEN TAX YEARS: 2008-2012 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 51,267. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 51,267. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ALLEN MILLER 240000 0 0 0 0 0 4431 0 13221 0 257652 0 0 0 EVAN KING 195000 0 0 0 0 0 3600 0 7853 0 206453 0 0 0 ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1 ESTABLISHED IN 1995, COPE HEALTH SOLUTIONS (THE "ORGANIZATION") IS A LEADING 501(C)(3) NONPROFIT HEALTH CARE CORPORATION BASED IN LOS ANGELES, CALIFORNIA. COPE HEALTH SOLUTIONS WORKS WITH HOSPITALS, PHYSICIAN GROUPS, HEALTH PLANS, CLINICS AND OTHER HEALTH CARE ORGANIZATIONS TO HELP THEM ACHIEVE VISIONARY, MARKET RELEVANT HEALTH CARE SOLUTIONS. MOST RECENTLY, AS HEALTH REFORM HAS BECOME A MAJOR AGENDA ITEM AT THE STATE AND FEDERAL LEVEL, COPE HEALTH SOLUTIONS HAS EMERGED AS A THOUGHT LEADER IN THE AREAS OF CLINICAL INTEGRATION, CARE COORDINATION AND WORKFORCE PLANNING AND DEVELOPMENT. THE ORGANIZATION'S FOCUS IS TO ENSURE THAT CLIENTS ARE WELL POSITIONED AS MARKET LEADERS WHO ARE ABLE TO BEST LEVERAGE AND NAVIGATE THE MANY OPPORTUNITIES AND CHALLENGES POSED BY THE RAPIDLY CHANGING HEALTH CARE ENVIRONMENT. COPE HEALTH SOLUTIONS' MISSION IS TO HELP HEALTH CARE EXECUTIVES ACHIEVE VISIONARY, MARKET-RELEVANT HEALTH CARE SOLUTIONS. COPE HEALTH SOLUTIONS' VISION IS FOR CLIENTS TO BE LEADERS IN ADDING VALUE FOR CONSUMERS THROUGH INNOVATIONS IN POPULATION HEALTH MANAGEMENT, TALENT DEVELOPMENT AND ALIGNMENT OF FINANCIAL INCENTIVES. FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED AND APPROVED BY MANAGEMENT AND THE FINANCE COMMITTEE. ONCE APPROVED BY THE FINANCE COMMITTEE, THE RETURN WAS PROVIDED TO THE REST OF THE BOARD PRIOR TO BEING ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C DIRECT SUPERVISORS AND MEMBERS OF THE BOARD MONITOR COMPLIANCE WITH THE POLICY ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 IN ORDER TO DETERMINE COMPENSATION, THE ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, FORM 990S OF OTHER ORGANIZATION'S, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND ALL OTHER INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER THROUGH WWW.GUIDESTAR.ORG OR UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 COPE HEALTH SOLUTIONS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST. THE INFORMATIONAL RETURNS ARE ALSO MADE AVAILABLE TO THE PUBLIC THROUGH WWW.GUIDESTAR.ORG, A PUBLIC WEBSITE. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING/CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 855,944. MANAGEMENT AND GENERAL EXPENSES 272,577. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,128,521.