Nonprofit · EIN 46-0550661
SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE
Also known as SAN DIEGO BEACON HIE
Tax-exempt · SAN DIEGO, CA 92123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,083,905 | $1,746,420 | $337,485 | $3,457,308 | $1,264,884 | $2,192,424 |
| December 31, 2024 | 990 | $3,746,660 | $3,673,972 | $72,688 | $2,497,549 | $735,465 | $1,762,084 |
| December 31, 2023 | 990 | $4,129,262 | $3,414,969 | $714,293 | $2,322,865 | $636,349 | $1,686,516 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $213,745
- of which government grants
- $213,745
- Program service revenue
- $1,735,598
- Investment income
- $17,795
- Other revenue
- $116,767
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $566,339
- Salaries, compensation and benefits (total)
- $683,131
- Professional fundraising fees
- $0
- Legal fees
- $7,371
- Accounting fees
- $3,575
- Travel
- $5,148
- Depreciation
- $50,534
- Program services (functional)
- $1,536,848
- Management and general (functional)
- $209,572
Balance sheet and other
- Total assets, start of year
- $2,497,549
- Total assets, end of year
- $3,457,308
- Total liabilities, end of year
- $1,264,884
- Net assets, end of year
- $2,192,424
- Land, buildings and equipment
- $350,070
- Net assets without donor restrictions
- $2,192,424
- Gross receipts
- $2,083,905
- Employees
- 9
- Volunteers
- 12
- Year formed
- 2012
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TANA LORAH | BOARD CHAIR Trustee or director | 2 | $0 |
| JANE FINLEY | VICE CHAIR Trustee or director | 2 | $0 |
| KATHERINE KINNAMONT | SECRETARY Trustee or director | 2 | $0 |
| DR P WESLEY LUNDBERG | TREASURER Trustee or director | 2 | $0 |
| RACHEL GREGG | BOARD MEMBER Trustee or director | 2 | $0 |
| DR JAMES DUNFORD | BOARD MEMBER Trustee or director | 2 | $0 |
| DANA GOLAN | BOARD MEMBER Trustee or director | 2 | $0 |
| DIANA PUETZ | BOARD MEMBER Trustee or director | 2 | $0 |
| JONATHAN WOLDEMARIAM | BOARD MEMBER Trustee or director | 2 | $0 |
| DR RAKESH PATEL | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL HEGYI | BOARD MEMBER Trustee or director | 2 | $0 |
| LORENA SLOMANSON | BOARD MEMBER Trustee or director | 2 | $0 |
| WILLIAM YORK | PRESIDENT & CEO Officer | 50 | $0 |
| PAUL REDFERN | CHIEF FINANCIAL OFFICER Officer | 40 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM YORK | CEO Officer | 10 | $0 | $380,205 | $7,495 |
| PAUL REDFERN | CFO Officer | 10 | $0 | $315,014 | $14,965 |
| LAURA YOUNG | EMPLOYEE Highest-paid employee | 40 | $253,594 | $0 | $0 |
| NICHOLAS JUAREZ | EMPLOYEE Key employee | 40 | $153,873 | $0 | $0 |
| TERRI COLACHIS | BOARD CHAIR Trustee or director, Officer | 8 | $0 | $0 | $0 |
| PAUL JOHNSON | BOARD VICE CHAIR Trustee or director, Officer | 8 | $0 | $0 | $0 |
| JANE FINLEY | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| PAUL HEGYI | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| KATE KINNAMONT | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| DR WES LUNDBERG | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| TANA M LORAH | BOARD SECRETARY Trustee or director | 4 | $0 | $0 | $0 |
| DR RAKESH PATEL | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| DIANA PUETZ | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| NANCY SASAKI | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| LORENA SLOMANSON | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| JONATHAN WOLDEMARIAM | BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS HESS | CHIEF TECHNOLOGY OFFICER Key employee | 40 | $156,513 |
| JEFF NICHOLS | CHAIR Trustee or director, Officer | 8 | $0 |
| PAUL JOHNSON | SECRETARY Trustee or director, Officer | 8 | $0 |
| PAUL HEGYI | TREASURER Trustee or director, Officer | 6 | $0 |
| JAMES DUNFORND MD | BOARD MEMBER Trustee or director | 4 | $0 |
| TATYANA GAVINO | BOARD MEMBER Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 3860 CALLE FORTUNADA, SAN DIEGO, CA 92123-4800
- Principal officer (990 for 2025)
- WILLIAM YORK, 3860 CALLE FORTUNADA STE 101, SAN DIEGO, CA 92123
- Signed the 990
- WILLIAM YORK, CEO
- Phone
- (619) 573-4445
- Website
- WWW.SDHEALTHCONNECT.ORG
- Return prepared by
- JGD & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-0550661 or by the name SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SAN DIEGO HEALTH CONNECT SECURELY CONNECTS HOSPITALS, DOCTORS, HEALTH SYSTEMS, HEALTH PLANS, PATIENTS, LABORATORIES, PHARMACIES AND OTHER HEALTH INFORMATION EXCHANGES ON A SECURE PRIVATE NETWORK SO THAT MEDICAL INFORMATION CAN BE SHARED.
Program accomplishments
- ON-GOING UPGRADES BY SDHC AND UTILIZATION OF THE HEALTH INFORMATION EXCHANGE BY MAJOR HEALTHCARE SEGMENT STAKEHOLDERS, PUBLIC HEALTH REPORTING, AND PRE-HOSPITAL REPORTING.Expenses $1,536,848 · revenue $1,852,365
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 46-0550661
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E800)
- Assets (IRS master file)
- $3,457,308
- Income (IRS master file)
- $2,083,905
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,083,905 | $1,746,420 | $3,457,308 | IRS |
| 990 | December 2024 | $3,746,660 | $3,673,972 | $2,497,549 | XML |
| 990 | December 2023 | $4,129,262 | $3,414,969 | $2,322,865 | XML |
| 990 | December 2022 | $3,279,521 | $3,160,297 | $1,325,481 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0550661).
Questions about SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE
- What is the EIN of SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE?
- The employer identification number (EIN) of SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE is 46-0550661.
- Is SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE?
- The 990 for the year ended June 30, 2025 names WILLIAM YORK.
- Who are the officers and directors of SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,083,905, expenses of $1,746,420 and total assets of $3,457,308 at year end.
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