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San Diego Regional Healthcare Information Exchange

San Diego Beacon Hie

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Health, General and Financing (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.28M (2022)

Expenses
$3.16M (2022)

Total Assets
$1.33M (2022)

Total Liabilities
$353k (2022)

Source: Form 990 tax filings from 2013 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,279,521
Expenses
$3,160,297
Net Income
$119,224
Net Assets
$972,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,207,547
97.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $71,974
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $181,401
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $504,079
16.0%
Assets/Debt
Total Assets $1,325,481
Total Liabilities $353,258
Net Assets $972,223
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Renick (Senior Director Of Operations) $181,401 $0 $17,266
Albert Oriol (Chair) $0 $0 $0
Robert M Smith Md (Vice Chair) $0 $0 $0
Paul Hegyi (Treasurer) $0 $0 $0
Brian Clay Md (Secretary) $0 $0 $0
Cassi Birnbaum Ms Rhia Fahima Cph (Board Member) $0 $0 $0
Michael Reagin (Board Member) $0 $0 $0
Dorothy O'hagan Mnlm Rhia Ccs (Board Member) $0 $0 $0
Laura Sullivant Rn Msn (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Eric Mcdonald Md (Board Member) $0 $0 $0
Colin Stowell (Board Member) $0 $0 $0
Jon Montgomery Md (Board Member) $0 $0 $0
Shane Thielman (Board Member) $0 $0 $0
Rakesh Patelmd (Ceo) $0 $0 $0
David Pape (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,998,825
Expenses
$3,880,163
Net Income
$2,118,662
Net Assets
$852,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,546,967
25.8%
Program Services $2,703,012
45.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,748,846
29.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $143,123
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $833,732
21.5%
Assets/Debt
Total Assets $1,245,384
Total Liabilities $392,385
Net Assets $852,999
Compensation
Key Employees and Officers Compensation Related Other
Albert Oriol (Chair) $0 $0 $0
Robert M Smith Md (Vice Chair) $0 $0 $0
Paul Hegyi (Treasurer) $0 $0 $0
Brian Clay Md (Secretary) $0 $0 $0
Cassi Birnbaum Ms Rhia Fahima Cph (Board Member) $0 $0 $0
Michael Reagin (Board Member) $0 $0 $0
Dorothy O'hagan Mnlm Rhia Ccs (Board Member) $0 $0 $0
Laura Sullivant Rn Msn (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Eric Mcdonald Md (Board Member) $0 $0 $0
Colin Stowell (Board Member) $0 $0 $0
Jon Montgomery Md (Board Member) $0 $0 $0
Shane Thielman (Board Member) $0 $0 $0
Rakesh Patelmd (Board Member) $0 $0 $0
David Pape (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,705,140
Expenses
$4,674,261
Net Income
-$969,121
Net Assets
-$1,265,663
Notable Sources of Revenue Percent of Total Revenue
Contributions $811,754
21.9%
Program Services $2,600,230
70.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $293,156
7.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,335,417
28.6%
Assets/Debt
Total Assets $379,194
Total Liabilities $1,644,857
Net Assets -$1,265,663
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Former Executive Director) $275,372 $0 $21,178
Albert Oriol (Chair) $0 $0 $0
Robert M Smith Md (Vice Chair) $0 $0 $0
Ken Lawonn (Treasurer) $0 $0 $0
Nick Yphantides Md Mph (Secretary) $0 $0 $0
Cassi Birnbaum Ms Rhia Fahima Cph (Board Member) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0
Laura Sullivant Rn Msn (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Paul Hegyi (Board Member) $0 $0 $0
Colin Stowell (Board Member) $0 $0 $0
Jon Montgomery Md (Board Member) $0 $0 $0
Shane Thielman (Board Member) $0 $0 $0
Rakesh Patelmd (Board Member) $0 $0 $0
David Pape (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,497,243
Expenses
$3,590,482
Net Income
-$93,239
Net Assets
-$296,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $812,542
23.2%
Program Services $2,576,601
73.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $108,100
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $219,021
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $793,144
22.1%
Assets/Debt
Total Assets $948,776
Total Liabilities $1,245,318
Net Assets -$296,542
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Executive Director) $219,022 $0 $21,183
Albert Oriol (Chair) $0 $0 $0
Robert M Smith Md (Vice Chair) $0 $0 $0
Ken Lawonn (Treasurer) $0 $0 $0
Cassi Birnbaum Ms Rhia Fahima Cph (Secretary) $0 $0 $0
Nick Yphantides Md Mph (Board Member) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0
Laura Sullivant Rn Msn (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Paul Hegyi (Board Member) $0 $0 $0
Tracy Garmer (Board Member) $0 $0 $0
Andy Crowder (Board Member) $0 $0 $0
Dr Diane Chau Md Facp (Board Member) $0 $0 $0
Prudence August (Board Member) $0 $0 $0
Colin Stowell (Board Member) $0 $0 $0
Brian Clay Md (Board Member) $0 $0 $0
Joey Meneses (Board Member) $0 $0 $0
Jon Montgomery Md (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,907,478
Expenses
$3,768,761
Net Income
$138,717
Net Assets
-$203,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $982,345
25.1%
Program Services $2,902,005
74.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,128
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $211,320
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $880,145
23.4%
Assets/Debt
Total Assets $476,304
Total Liabilities $679,607
Net Assets -$203,303
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Executive Director) $211,320 $0 $14,486
Albert Oriol (Chair) $0 $0 $0
Nick Yphantides Md Mph (Vice Chair) $0 $0 $0
Ken Lawonn (Treasurer) $0 $0 $0
Cassi Birnbaum Ms Rhia Fahima Cph (Secretary) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0
Robert M Smith Md (Board Member) $0 $0 $0
Laura Sullivant Rn Msn (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Paul Hegyi (Board Member) $0 $0 $0
Barbara Lee (Board Member) $0 $0 $0
Tracy Garmer (Board Member) $0 $0 $0
Mark Albright (Board Member) $0 $0 $0
Andy Crowder (Board Member) $0 $0 $0
Dr Diane Chau Md Facp (Board Member) $0 $0 $0
Prudence August (Board Member) $0 $0 $0
Colin Stowell (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,165,708
Expenses
$3,992,609
Net Income
$173,099
Net Assets
-$342,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,344,587
32.3%
Program Services $2,821,121
67.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $176,729
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $818,157
20.5%
Assets/Debt
Total Assets $1,144,146
Total Liabilities $1,486,166
Net Assets -$342,020
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Executive Director) $176,729 $0 $26,782
Robin Brown (President) $0 $0 $0
Albert Oriol (Treasurer) $0 $0 $0
Henry Tuttle (Board Member) $0 $0 $0
Nick Yphantides Md Mph (Vice Chair) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0
Ken Lawonn (Board Member) $0 $0 $0
Cassi Birnbaum Ms Rhia Fahima Cph (Secretary) $0 $0 $0
Alfred Joshua Md (Board Member) $0 $0 $0
Robert M Smith Md (Board Member) $0 $0 $0
Laura Sullivant Rn Msn (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Paul Hegyi (Board Member) $0 $0 $0
Della Shaw (Board Member) $0 $0 $0
Brian Fennessy (Board Member) $0 $0 $0
James Cruz Md (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,238,924
Expenses
$3,273,969
Net Income
-$35,045
Net Assets
-$421,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $606,081
18.7%
Program Services $2,632,843
81.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $768,545
23.5%
Assets/Debt
Total Assets $3,199,495
Total Liabilities $3,621,200
Net Assets -$421,705
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Executive Di) $166,059 $0 $19,079
Robin Brown (President) $0 $0 $0
Albert Oriol (Treasurer) $0 $0 $0
Cassi Birnbaum (Secretary) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Nick Yphantides (Board Member) $0 $0 $0
Henry Tuttle (Board Member) $0 $0 $0
Ken Lawonn (Board Member) $0 $0 $0
Alfred Joshua (Board Member) $0 $0 $0
Paul Hegyi (Board Member) $0 $0 $0
Chief Brian Fennessy (Board Member) $0 $0 $0
Laura Sullivant (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Robert M Smith Md (Board Member) $0 $0 $0
Della Shaw (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,428,591
Expenses
$2,529,452
Net Income
-$100,861
Net Assets
-$400,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $202,500
8.3%
Program Services $2,225,209
91.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $882
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $592,223
23.4%
Assets/Debt
Total Assets $1,574,739
Total Liabilities $1,975,061
Net Assets -$400,322
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Executive Di) $160,878 $0 $1,340
Robin Brown (President) $0 $0 $0
Albert Oriol (Treasurer) $0 $0 $0
Cassi Birnbaum (Secretary) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Nick Yphantides (Board Member) $0 $0 $0
Henry Tuttle (Board Member) $0 $0 $0
Ken Lawonn (Board Member) $0 $0 $0
Alfred Joshua (Board Member) $0 $0 $0
Paul Hegyi (Board Member) $0 $0 $0
Chief Brian Fennessy (Board Member) $0 $0 $0
Laura Sullivant (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0
Dimitrios Alexiou (Board Member) $0 $0 $0
Robert M Smith Md (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,619,365
Expenses
$2,038,115
Net Income
-$418,750
Net Assets
-$299,461
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,000
2.5%
Program Services $1,579,365
97.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $541,510
26.6%
Assets/Debt
Total Assets $139,865
Total Liabilities $439,326
Net Assets -$299,461
Compensation
Key Employees and Officers Compensation Related Other
Daniel Chavez (Executive Di) $4,624 $155,297 $20,647
Robin Brown (President) $0 $0 $0
Albert Oriol (Treasurer) $0 $0 $0
David Guss Md (Board Member) $0 $0 $0
Nick Yphantides Md (Board Member) $0 $0 $0
Steve O'kane (Secretary) $0 $0 $0
Ken Lawonn (Board Member) $0 $0 $0
Laura Sullivant (Board Member) $0 $0 $0
Steven A Escoboza (Board Member) $0 $0 $0
Joe Traube Md (Board Member) $0 $0 $0
Robert M Smith Md (Board Member) $0 $0 $0
Tom Gehring (Board Member) $0 $0 $0
Lisa Ferrari (Board Member) $0 $0 $0
Dan Gross (Board Member) $0 $0 $0
Norma Diaz (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,406,565
Expenses
$2,287,210
Net Income
$119,355
Net Assets
$119,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,488,406
61.8%
Program Services $918,159
38.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $134,460
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $118,565
5.2%
Assets/Debt
Total Assets $227,026
Total Liabilities $107,737
Net Assets $119,289

Document Links

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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