2012-05-14T18:24:30-05:00 2011-06-30 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2010-07-01 470864952 COPE HEALTH SOLUTIONS COPE 2132590245 2400 SOUTH FLOWER STREET 3RD FL LOS ANGELES CA 90007 ALLEN MILLER 2132590245 2012-05-11 1 LIOR TEMKIN 3104773924 2012-05-10 2010 2016-02-24 21:20:13Z ALLEN MILLER 2400 SOUTH FLOWER STREET 3RD FL LOS ANGELES CA 90007 5173655 0 X WWW.COPEHEALTHSOLUTIONS.ORG X 2002 CA TO HELP OUR CLIENTS ACHIEVE VISIONARY, MARKET RELEVANT HEALTH CARE SOLUTIONS. 9 8 47 3100 0 0 557650 814316 3837597 4301388 154 0 -81042 0 4314359 5115704 3500 0 0 0 3217963 2477736 0 0 24944 1658999 2144842 4880462 4622578 -566103 493126 1530388 2530741 709758 1166985 820630 1363756 X HELPING OUR CLIENTS ACHIEVE VISIONARY, MARKET-RELEVANT HEALTH CARE SOLUTIONS. 0 0 2102905 1992615 CLINICAL INTEGRATION SOLUTIONS (CIS):-DEVELOP, IMPLEMENT AND PROVIDE ONGOING MANAGEMENT FOR SYSTEMS OF CONTINUOUS AND COORDINATED CARE.-EXPERTISE: IMPLEMENTATION AND MANAGEMENT OF INTEGRATED HEALTH CARE DELIVERY SYSTEMSEMERGING MARKET AND REGULATORY CHANGES AND OPPORTUNITIES CREATE AN ENVIRONMENT THAT DEMANDS NEW INNOVATIONS AND SIGNIFICANT COORDINATION WITH PHYSICIANS, HOSPITALS, LONG TERM CARE AND OTHER PROVIDERS WITHIN A COMMUNITY. THE CIS DIVISION FOCUSES ON STRATEGIC PLANNING, DEVELOPMENT AND IMPLEMENTATION OF HEALTH CARE COORDINATION AND RESOURCE MANAGEMENT SOLUTIONS FOR COMPLEX SAFETY NET HEALTH CARE SYSTEMS. THESE SOLUTIONS CENTER ON IMPROVING THE COORDINATION OF CARE AND COMMUNICATION BETWEEN HOSPITALS, OUTPATIENT SPECIALTY CARE AND PRIMARY CARE COMMUNITY CLINICS. THROUGH COLLABORATION WITH COMMUNITY PARTNERS, THE CIS DIVISION WORKS TO IMPLEMENT CLINICAL CARE BEST PRACTICES THAT ARE ANCHORED BY A COMPREHENSIVE, PATIENT-CENTERED APPROACH TO CARE MANAGEMENT. COUPLING THIS APPROACH WITH PROCESS AND WORKFLOW REDESIGN, COPE ENABLES CLIENTS TO ACHIEVE SYSTEM EFFICIENCY AND EFFECTIVE USE OF RESOURCES. 1013551 1567528 HEALTH CARE TALENT INNOVATIONS ("HCTI"):-CREATE PIPELINES TO LINK HEALTH CARE PROVIDERS WITH TOMORROW'S HEALTH PROFESSIONALS.-EXPERTISE: WORKFORCE DEVELOPMENT, RECRUITMENT AND RETENTIONCOPE PROFESSIONALS WITHIN THE HCTI DIVISION WORK CLOSELY WITH HOSPITALS, HEALTH SYSTEMS AND OTHER HEALTH CARE COMPANIES TO CREATE CUSTOMIZED HEALTH WORKFORCE TALENT DEVELOPMENT AND TALENT MANAGEMENT STRATEGIES TO MEET THE STAFFING NEEDS OF OUR CLIENTS AND THE COMMUNITIES THEY SERVE. THESE 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. COPE THEN IMPLEMENTS THESE STRATEGIES INTO EFFECTIVE AND EFFICIENT HEALTH WORKFORCE PIPELINES THAT TRANSFORM THE WAY HOSPITALS AND OTHER HEALTH CARE COMPANIES RECRUIT, TRAIN AND RETAIN THEIR FUTURE HEALTH CARE TEAMS. 671750 741245 BUSINESS SOLUTIONS:-INFORM AND DESIGN SUSTAINABLE SOLUTIONS THROUGH EVIDENCE-BASED PRACTICES AND OPERATIONS EXPERIENCE.-EXPERTISE: STRATEGIC PLANNING, DECISION SUPPORT AND PROJECT MANAGEMENTTHE BUSINESS SOLUTIONS DIVISION LEVERAGES COPE'S CORE COMPETENCIES TO ASSIST CLIENTS IN ASSESSING AND PLANNING FOR HEALTH CARE DELIVERY REALITIES. THE DIVISION IS RAPIDLY INCREASING ITS BREADTH OF SERVICES TO SUPPORT CLIENT OPERATIONS AND ENGAGEMENTS ACROSS THE UNITED STATES. BUSINESS SOLUTIONS CONTINUALLY ADAPTS TO MARKET CHANGES AND INCORPORATES LEADING INDUSTRY INFORMATION TO PROVIDE INSIGHT FOR CLIENTS TO ESTABLISH A PROACTIVE STANCE IN THE INCREASINGLY COMPETITIVE AND COMPLEX POST-REFORM HEALTH CARE ENVIRONMENT. 3788206 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 X 9 8 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 2400 SOUTH FLOWER STREET LOS ANGELES CA 90007 MARTIN ANDERSON MD MPH 0.30 X 0 0 0 RON HALBERT MD MPH 0.30 X 0 0 0 NAT HUTTON 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 JOHN COLEMAN 0.30 X X 0 0 0 ALLEN MILLER 40.00 X X 192675 0 10167 JENNIFER ABRAHAM 40.00 X 185906 0 6500 PHYLLIS BUSHART 40.00 X 159239 0 10000 EVAN KING 40.00 X 173285 0 4381 SARITA MOHANTY 40.00 X 214164 0 11867 JENNIFER DUQUETTE 40.00 X 106800 0 2585 1032069 0 45500 6 0 1 0 0 134216 680100 814316 CONTRACTS 900099 4142261 4142261 PROGRAM FEES 900099 159127 159127 4301388 57951 134216 57951 0 5115704 4301388 0 0 754219 655326 98893 1463832 1272601 191231 2052 1768 284 100653 86716 13937 156980 133515 23465 6988 2521 4467 57489 20743 36746 591221 365841 225380 19943 13042 6901 264199 194359 44896 24944 240019 175925 64094 94258 67465 26793 93030 92080 950 151405 101004 50401 28653 11862 16791 PROGRAM COSTS 566181 566181 BACKGROUND CHECKS 20911 19204 1707 EQUIPMENT LEASING 8812 8053 759 BANK FEES 1733 1733 4622578 3788206 809428 24944 3506 123623 615507 225000 500000 771159 1028520 724762 389528 366227 335234 44379 47974 1530388 2530741 623205 1110221 86553 56764 709758 1166985 X 490212 883846 330418 479910 820630 1363756 1530388 2530741 X 493126 50000 X 0 1 1 X 1 1 X 1824402 1744226 2043886 557650 814316 6984480 1824402 1744226 2043886 557650 814316 6984480 2329455 4655025 5334 5717 1561 154 12766 6007 6007 7003253 15339396 0.66470 0.72770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2006 OTHER INCOME: $6,007 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65945 47390 18555 454622 277076 177546 204195 65062 139133 335234 5115704 4622578 493126 50000 50000 543126 5115704 0 5115704 0 5115704 4622578 0 4622578 0 4622578 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011, 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: 2007-2010 JURISDICTION: STATE OPEN TAX YEARS: 2006-2010 KING OF HEARTS GALA 192167 134216 57951 57951 192167 134216 57951 57951 57951 0 X X X 0 0 0 0 0 0 0 0 0 ALLEN MILLER 192675 0 0 0 0 0 0 0 10167 0 202842 0 0 0 JENNIFER ABRAHAM 185906 0 0 0 0 0 0 0 6500 0 192406 0 0 0 PHYLLIS BUSHART 159239 0 0 0 0 0 0 0 10000 0 169239 0 0 0 EVAN KING 173285 0 0 0 0 0 0 0 4381 0 177666 0 0 0 SARITA MOHANTY 214164 0 0 0 0 0 0 0 11867 0 226031 0 0 0 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 THE INDEPENDENT COMPENSATION CONSULTANTS AND 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 THE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PRIOR PERIOD ADJUSTMENTS: 50,000.