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← MANIFEST MEDEX

Form 990 for tax year 2024

Filed by MANIFEST MEDEX.

Totals

Total revenue
$48,912,338
Total expenses
$44,125,284
Contributions and grants received
$27,882,081
Grants paid
$500,000
Program service revenue
$20,559,226
Investment income
$471,031
Other revenue
$0
Total assets, end of year
$39,254,773
Total liabilities, end of year
$12,243,261
Net assets or fund balances, end of year
$27,011,512
Program services expenses (Part IX)
$31,849,240
Management and general expenses
$12,276,044
Fundraising expenses
$0
Program service expenses (Part III)
$31,849,240

Program services were 72.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $26,719,026

  • 1f · All other contributions, gifts and grants

    $1,163,055

  • 2a · Program service revenue: HIE SERVICES REVENUE

    total $20,559,226 · related or exempt $20,559,226

  • 3 · Investment income

    total $471,031 · excluded $471,031

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $500,000 · program services $500,000

  • 5 · Compensation of officers, directors and key employees

    total $2,802,749 · program services $917,706 · management and general $1,885,043

  • 7 · Other salaries and wages

    total $12,910,623 · program services $7,758,420 · management and general $5,152,203

  • 8 · Pension plan contributions

    total $409,064 · program services $253,812 · management and general $155,252

  • 10 · Payroll taxes

    total $2,707,686 · program services $1,592,540 · management and general $1,115,146

  • 11b · Fees: legal

    total $33,930 · management and general $33,930

  • 11c · Fees: accounting

    total $110,850 · management and general $110,850

  • 11g · Fees: other

    total $3,936,914 · program services $3,533,300 · management and general $403,614

  • 12 · Advertising and promotion

    total $11,647 · management and general $11,647

  • 13 · Office expenses

    total $131,583 · program services $36,188 · management and general $95,395

  • 14 · Information technology

    total $637,666 · program services $467,480 · management and general $170,186

  • 16 · Occupancy

    total $367,417 · management and general $367,417

  • 17 · Travel

    total $469,789 · program services $18,865 · management and general $450,924

  • 19 · Conferences, conventions and meetings

    total $206,490 · program services $80,118 · management and general $126,372

  • 20 · Interest

    total $154,536 · management and general $154,536

  • 22 · Depreciation, depletion and amortization

    total $611,391 · management and general $611,391

  • 23 · Insurance

    total $398,436 · management and general $398,436

  • 24a · Other expenses: SAAS FEES

    total $12,801,721 · program services $12,801,721

  • 24b · Other expenses: PLATFORM MAINTENANCE

    total $3,889,090 · program services $3,889,090

  • 24c · Other expenses: NEW INITIATIVES

    total $695,050 · management and general $695,050

  • 24d · Other expenses: HIO CONTRIBUTION EXPENS

    total $111,000 · management and general $111,000

  • 24e · All other expenses

    total $227,652 · management and general $227,652

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,002 · end of year $10,004

  • 2 · Savings and temporary cash investments

    beginning of year $24,341,152 · end of year $30,650,029

  • 3 · Pledges and grants receivable

    beginning of year $4,055,922 · end of year $4,885,387

  • 4 · Accounts receivable

    beginning of year $1,678,956 · end of year $2,451,609

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,474,682 · end of year $685,355

  • 10a · Land, buildings and equipment: cost or other basis

    $8,751,638

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,666,685

  • 10c · Land, buildings and equipment, net

    beginning of year $723,134 · end of year $84,953

  • 15 · Other assets

    beginning of year $600,628 · end of year $487,436

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,856,010 · end of year $6,102,152

  • 19 · Deferred revenue

    beginning of year $125,000 · end of year $610,083

  • 22 · Loans and payables to officers and key people

    beginning of year $5,000,000 · end of year $5,000,000

  • 25 · Other liabilities

    beginning of year $679,008 · end of year $531,026

  • 27 · Net assets without donor restrictions

    beginning of year $22,224,458 · end of year $27,011,512

Mission and programs · 2024

Mission

BE THE SMART GRID FOR HEALTH INFORMATION - DELIVER DATA-DRIVEN INSIGHT TO INDIVIDUALS AND HEALTH TEAMS WHEN AND WHERE THEY NEED IT SO THEY CAN IMPROVE CARE, LOWER COSTS AND ENHANCE HEALTH.

Activities or mission (Part I)

MANIFEST MEDEX FACILITATES THE COLLECTION OF ELECTRONIC CLINICAL RECORDS FROM HEALTHCARE PROVIDERS AND CLAIMS DATA FROM HEALTH INSURERS. THE CLINICAL AND CLAIMS DATA IS AGGREGATED TO PROVIDE COMPREHENSIVE LONGITUDINAL PATIENT RECORDS THAT EMPOWER MANIFEST MEDEX PARTICIPANTS WITH POWERFUL DATA TO EFFECTIVELY MANAGE THE CONTINUUM OF CARE AND DRIVE HIGHER QUALITY CARE AT A LOWER COST.

  • AGGREGATING HEALTH CARE INFORMATION FROM DISPARATE PROVIDERS AND PAYERS TO ENABLE THEM TO PROVIDE MORE TIMELY, COMPLETE AND HIGHER QUALITY PATIENT-CENTERED CARE.

    Expenses $31,849,240 · Grants $500,000 · Revenue $20,559,226

As filed on the 2024 return.

Listed in Part VII

  • Peter Long

    MEMBER (THRU 6/24)

    Total calculated
    $0
    Hours/week
    2.5

  • Kerry Heinrich

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • J Marc Overhage

    MEMBER (THRU 11/24)

    Total calculated
    $0
    Hours/week
    2.5

  • Dolores Green

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Deven McGraw

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Abner Mason

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Mark Savage

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • Jarrod B McNaughton

    CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • Francisco J Silva Esq

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Krishna Ramachandran

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Jeffery Eaton

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Sarita Choy

    CHIEF MARKETING OFFICER

    Total calculated
    $381,858
    From this org
    $356,992
    From related orgs
    $0
    Other
    $24,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,459
    Bonus
    $63,533
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $11,066
    Filer's total
    $381,858

  • Adam Harrison

    CHIEF BUS. DEV. OFFICER

    Total calculated
    $587,396
    From this org
    $556,352
    From related orgs
    $0
    Other
    $31,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,711
    Bonus
    $292,641
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $17,244
    Filer's total
    $587,396

  • Jason Buckner

    CHIEF INFORMATION OFFICER

    Total calculated
    $413,615
    From this org
    $385,758
    From related orgs
    $0
    Other
    $27,857
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,299
    Bonus
    $74,459
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $14,057
    Filer's total
    $413,615

  • Patricia Grobeck

    CHIEF FINANCIAL OFFICER (THRU 8/24)

    Total calculated
    $313,367
    From this org
    $295,847
    From related orgs
    $0
    Other
    $17,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,327
    Bonus
    $53,296
    Other
    $62,224
    Deferred
    $9,610
    Nontaxable benefits
    $7,910
    Filer's total
    $313,367

  • Erica Galvez

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $529,488
    From this org
    $516,208
    From related orgs
    $0
    Other
    $13,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,108
    Bonus
    $100,100
    Other
    $0
    Deferred
    $13,280
    Nontaxable benefits
    $0
    Filer's total
    $529,488

  • Elizabeth Killingsworth

    CHIEF PRIVACY OFFICER

    Total calculated
    $453,411
    From this org
    $439,099
    From related orgs
    $0
    Other
    $14,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,285
    Bonus
    $80,814
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $512
    Filer's total
    $453,411

  • Robert Jako

    CHIEF PEOPLE OFFICER

    Total calculated
    $157,707
    From this org
    $142,932
    From related orgs
    $0
    Other
    $14,775
    Hours/week
    8

    Schedule J breakdown matched by us

    Base
    $115,008
    Bonus
    $27,924
    Other
    $0
    Deferred
    $5,717
    Nontaxable benefits
    $9,058
    Filer's total
    $157,707

  • Fay Ji

    CHIEF FINANCIAL OFFICER (START 8/24)

    Total calculated
    $97,500
    From this org
    $97,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Brittany Harnois

    CHIEF OF STAFF

    Total calculated
    $279,273
    From this org
    $256,543
    From related orgs
    $0
    Other
    $22,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,602
    Bonus
    $38,941
    Other
    $0
    Deferred
    $10,537
    Nontaxable benefits
    $12,193
    Filer's total
    $279,273

  • Joseph Hibbitt

    INFRASTRUCTURE TEAM LEAD

    Total calculated
    $290,359
    From this org
    $266,293
    From related orgs
    $0
    Other
    $24,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,503
    Bonus
    $40,790
    Other
    $0
    Deferred
    $10,897
    Nontaxable benefits
    $13,169
    Filer's total
    $290,359

  • Deirdre Lamberton

    SENIOR MANAGING DIRECTOR

    Total calculated
    $301,159
    From this org
    $279,952
    From related orgs
    $0
    Other
    $21,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,827
    Bonus
    $46,125
    Other
    $0
    Deferred
    $11,198
    Nontaxable benefits
    $10,009
    Filer's total
    $301,159

  • Nicholas Yarker

    MANAGING DIRECTOR

    Total calculated
    $313,558
    From this org
    $288,858
    From related orgs
    $0
    Other
    $24,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,564
    Bonus
    $47,294
    Other
    $0
    Deferred
    $10,393
    Nontaxable benefits
    $14,307
    Filer's total
    $313,558

  • Heidi Palanca

    PROJECT DIRECTOR - SAPHIRE

    Total calculated
    $260,902
    From this org
    $251,025
    From related orgs
    $0
    Other
    $9,877
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,865
    Bonus
    $34,160
    Other
    $0
    Deferred
    $9,365
    Nontaxable benefits
    $512
    Filer's total
    $260,902

  • Aairon Lai

    DIRECTOR, DATA & ANALYTICS

    Total calculated
    $261,626
    From this org
    $244,431
    From related orgs
    $0
    Other
    $17,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,651
    Bonus
    $36,780
    Other
    $0
    Deferred
    $2,777
    Nontaxable benefits
    $14,418
    Filer's total
    $261,626

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
TRISHA GROBECK RECEIVED A SEVERANCE PAYMENT OF $62,224 DURING THE YEAR.
PART I, LINE 7
THE NON-FIXED PAYMENTS ARE CONTRACTUALLY DRIVEN BY THE TERMS OF EMPLOYEE EMPLOYMENT AGREEMENTS. THESE ARE AWARDED AND ARE BASED UPON ACCOMPLISHMENT OF KEY DEPARTMENTAL OBJECTIVES AND ARE NOT BASED ON REVENUE OR NET INCOME METRICS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • PROTECT OUR HEALTHCARE

    $500,000

    CONTRIBUTION TO YES ON 35 COMMITTEE - FORMED TO QUALIFY AND SUPPORT THE PROTECT ACCESS TO HEALTHCARE ACT OF 2024 ON THE NOVEMBER 2024 STATEWIDE CA BALLOT.

Provenance

Return type
form_990
Tax year
2024
Filed
28 October 2025
IRS schema version
2024v5.2
Source object
202543039349301249

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