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Community Health Initiative of Orange County (CHIOC)

 1505 E 17th Street, #121
 Santa Ana, CA 92705
[P] (714) 619-4050
[F] (714) 619-4064
www.chioc.org
[email protected]
Georgina Maldonado
FOUNDED: 2006
INCORPORATED: 2015
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Children's Health Initiative of Orange County (2014)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 47-2671013 00006

Summary


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Mission StatementMORE »

The mission of the Community Health Initiative of Orange County (CHI OC) is to connect all children, families, and other adults to affordable and high-quality healthcare and social services. Reaching more than 20,000 residents in 2017, we specialize in providing access to healthcare for racial and ethnic minority populations and those that are economically and environmentally disadvantaged. 

Our Community Health Access Program helps Orange County residents enroll into healthcare coverage; navigate                health and social services systems; and utilize and maintain their coverage. In addition, CHI OC has a long history           of reducing fragmentation and improving Orange County’s healthcare system through our Regional Health Leadership initiatives. As a training hub for healthcare enrollment agencies in our region, we convene the OC Health Access and Enrollment Task Force, comprised of 248 members from 49 agencies. Our monthly meetings serve as a platform for training around local healthcare changes, policy, and funding opportunities.



 

  

 

Mission Statement

The mission of the Community Health Initiative of Orange County (CHI OC) is to connect all children, families, and other adults to affordable and high-quality healthcare and social services. Reaching more than 20,000 residents in 2017, we specialize in providing access to healthcare for racial and ethnic minority populations and those that are economically and environmentally disadvantaged. 

Our Community Health Access Program helps Orange County residents enroll into healthcare coverage; navigate                health and social services systems; and utilize and maintain their coverage. In addition, CHI OC has a long history           of reducing fragmentation and improving Orange County’s healthcare system through our Regional Health Leadership initiatives. As a training hub for healthcare enrollment agencies in our region, we convene the OC Health Access and Enrollment Task Force, comprised of 248 members from 49 agencies. Our monthly meetings serve as a platform for training around local healthcare changes, policy, and funding opportunities.



 

  

 


FinancialsMORE »

Fiscal Year 2019
Projected Expenses $1,100,000.00
Projected Revenue $1,100,000.00

ProgramsMORE »

  • Community Health Access Program
  • Regional Health Leadership

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The mission of the Community Health Initiative of Orange County (CHI OC) is to connect all children, families, and other adults to affordable and high-quality healthcare and social services. Reaching more than 20,000 residents in 2017, we specialize in providing access to healthcare for racial and ethnic minority populations and those that are economically and environmentally disadvantaged. 

Our Community Health Access Program helps Orange County residents enroll into healthcare coverage; navigate                health and social services systems; and utilize and maintain their coverage. In addition, CHI OC has a long history           of reducing fragmentation and improving Orange County’s healthcare system through our Regional Health Leadership initiatives. As a training hub for healthcare enrollment agencies in our region, we convene the OC Health Access and Enrollment Task Force, comprised of 248 members from 49 agencies. Our monthly meetings serve as a platform for training around local healthcare changes, policy, and funding opportunities.



 

  

 


Background Statement

CHI OC was formally a fiscally sponsored project of OneOC, formed in 2006 when the Health Funders Partnership of Orange County chose children’s health coverage and access as a primary focus. We are one of 25 CHI’s in the state associated with the California Coverage and Health Initiatives (CCHI), dedicated to ensuring that every child in our state has access to affordable healthcare coverage so they can grow up healthy and strong.

 Today, CHI OC is its own independent 501(c)(3) after nearly a decade of fiscal sponsorship, receiving exempt status in the fall of 2015.
 
CHI OC seeks to reduce the enrollment barriers faced by families in need, including lack of information, difficult application or re-enrollment processes, and burdensome paperwork requirements. Through our unique care coordination model, our State Certified Enrollment Counselors (CECs) help Orange County’s most vulnerable families navigate the healthcare and social service systems, enroll into government- and locally-sponsored programs, and increase access to care by coordinating their health services.
 
In 2008, CHI OC joined 9 other counties across the state in using the innovative One-e-App electronic enrollment database to streamline the enrollment process for multiple health programs. CHI OC manages this database for Orange County, allowing us to efficiently incorporate entire families' information into one electronic application for federal, state, county, and local programs. One-e-App allows trained CAAs to enroll families into multiple programs at once, increasing access to available resources in their community. 
 
Today, CHI OC is its own independent 501(c)(3) after nearly a decade of fiscal sponsorship, receiving exempt status in the fall of 2015.
 
 

Impact Statement

In 2006, CHI OC was originally launched as part of a statewide network of Children’s Health Initiatives (CHIs). Throughout the early 2000s, the CHIs played an important role connecting families to healthcare coverage, becoming leaders in advancing now-standard OERU strategies (i.e., a comprehensive approach to outreach, enrollment, retention, and utilization) and establishing best practices for the healthcare enrollment field as a whole. Since then, CHI OC has built 10 years of expertise in navigating the regional healthcare landscape in Orange County, using our unique case management model to guide families through the process of connecting to, utilizing, and maintaining healthcare coverage. 

Today, CHI OC is its own independent 501(c)(3) after nearly a decade of fiscal sponsorship, receiving exempt status in the fall of 2015. Programmatically, our team reaches over 17,000 residents annually, specializing in access to healthcare for racial and ethnic populations and those that are economically and environmentally disadvantaged.


Needs Statement

CHI OC is looking to cultivate new relationships with business professionals to join our board of directors.
Additionally, we are always looking for resources to improve our capacity and advance our technology software. 
We continually are seeking in-kind donations as this helps with general operations of the organization in the form of unrestricted funding.  We have our annual fundraiser and celebration event in October and are looking for corporate  sponsorship which will help us hit our fundraising goal for the event. 
 

CEO Statement

CHI OC understands that outreach, enrollment, utilization, and retention (OERU) efforts are needed to ensure that newly-eligible underserved families know about and understand their healthcare benefits, can navigate the healthcare system, establish health homes, and continue to retain health insurance as long as they are eligible. For newly-insured individuals access to a health home is critical and without such access, even insured individuals are less likely to receive care.

 We enhance and expand our programs in response to our experience on the ground, and community need. For example, our Case Management practices are a mix of best practices and experience with Orange County’s minority population. We understand that many of our families are obtaining health care coverage for the first time in their lives, and need a trusted source to help them navigate their options in the Marketplace. By providing in-person assistance, our CECs give underserved families the knowledge, security, confidence and reassurance they need to understand and utilize the health services available to them and maximize their benefits.

We pride ourselves in providing services that are culturally and linguistically appropriate. All of our CECs are bilingual and many are native to the communities they serve, making our CECs uniquely qualified and able to reflect the cultural, linguistic, and other characteristics of our target group.


Board Chair Statement

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Other Ways to Donate/Volunteer

Donate online: https://www.paypal.com/donate/?token=uGsn_xBrt-nrq8_yAmqIpVP_GpvLDSPXasA-Lnkl2h__9Ax3hFkUWNyKAMqryq8SAWLVDm&country.x=US&locale.x=US

Geographic Area Served

Central Orange County
North Orange County
West Orange County
South Orange County
CHI OC serves families across Orange County by attending more than 50 community health fairs annually, and hosting weekly enrollments at 18 widely-dispersed partner locations across the county. 

Organization Categories

  1. Human Services - Human Services
  2. Health Care - Community Health Systems
  3. -

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Programs


Community Health Access Program

CHI OC empowers clients with the education and assistance they need to make appointments, navigate insurance coverage, receive preventative care, establish a primary care provider, and maintain coverage over time. CHI OC’s Community Health Access Program encompasses the Outreach, Enrollment, Retention and Utilization (OERU) program model.

 
Outreach is conducted by Certified Application Assistants (CAAs) in hard-to-reach, low-income and minority communities, offering culturally and linguistically appropriate information at our sites and community events.
Enrollment is conducted by Certified Enrollment Counselors (CECs) using the web-based One-e-App database to immediately determine eligibility for 18 different health care and social services programs and submit the families’ application, if qualified.
Care Connections (Retention and Utilization) provides case management services that provide individuals and families with in-person assistance to help them navigate and utilize available services and benefits once enrolled. CHI OC also conducts follow-up appointments to ensure that families are continually covered.


Budget  $976,558.00
Category  Health Care, General/Other Patient & Family Support
Population Served Children and Youth (0 - 19 years) Families Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 

To achieve our long-term objectives, CHI OC plans to reach the following service goals in the next year:

  • Provide outreach to 16,900 families at health fairs and community events
  • Enroll 10,000 children and families in healthcare and social service programs including Medi-Cal, Kaiser Child Health Plan, Cal Fresh (food stamps), and CalWORKS
  • Connect and confirm more than 7,500 children and families to health and dental homes

 

Program Long-Term Success 

Through the OERU Program, we hope to continue to achieve three long-term outcomes that will help us to realize our goal of  helping all Orange County residents obtain access to affordable healthcare coverage.

  1. Increase awareness among low-income families across Orange County of the healthcare options available to them.      
  2. Increase access to healthcare and social services for all families in need.      
  3. Ensure that low-income children and families receive comprehensive health coverage by connecting them to a medical, dental, and vision provider. 
Program Success Monitored By 

Data supporting our service outcomes are tracked on a monthly basis through our electronic One-e-App database, as well as through internal staff reporting requirements. 

Examples of Program Success 

One of the best ways to illustrate the impact of our programs is through the individual stories of the clients we serve. One such client was Laura, who did not have a source of income, lived with her parents for shelter, and lacked insurance for herself and her three children. When Laura arrived at HOPE Clinic in Costa Mesa to get her children the Tdap vaccine required to enroll in school, the secretary told her to contact CHI OC.

At her appointment, our staff enrolled Laura and her children in Medi-Cal, CalFresh (Food Stamps) and CalWORKs (Cash Aid). That same day, a social worker with the Orange County Social Services Agency called to follow up with Laura’s applications. At the interview, Laura was approved for all three programs and, due to the urgency of her case, received her benefits card that same day! Thanks to the support she received at CHI OC, Laura no longer has to fear that her children will be unable to attend school, go hungry, or go untreated if they fall ill.

Regional Health Leadership

Our Regional Health Leadership seeks to reduce fragmentation of healthcare delivery and improve countywide systems through better service coordination. As managers of the One-e-App enrollment database for OC, we provide helpdesk support, update eligibility, maintain software/hardware, and train enrollment entities to use this tool for their clients. We also convene the OC Health Access and Enrollment Task Force, serve on the Covered OC steering committee and in the Santa Ana Building Healthy Communities workgroup, and participate in state/local advocacy. 

Budget  $234,933.00
Category  Health Care, General/Other Health Care Reform
Population Served Adults Adults
Program Short-Term Success  Creating new partnerships with health care policy organizations.  
Program Long-Term Success  Orange County enrollment entities and community based organizations will have a platform to share services, resources and collectively improve the lives of residents. 
Program Success Monitored By  Surveys conducted at Task Force meetings and consistent meeting attendance of stakeholders.
Examples of Program Success  --

Management


CEO/Executive Director Ms. Georgina J. Maldonado
CEO Term Start Aug 2015
CEO Email [email protected]
CEO Experience

Georgina Maldonado comes with over 15 years of experience in managing patient and community engagement for health care organizations throughout Southern California, Georgina Maldonado brings her extensive knowledge of the field to the Community Health Initiative of Orange County (CHI OC), serving as the organization’s Executive Director since 2015. Her track record of successful collaboration to achieve regional impact lends a powerful dynamic to CHI OC’s mission to connect all Orange County residents to affordable quality health care and social services.  

In her previous position as the Director of Patient Engagement at Planned Parenthood of Orange and San Bernardino Counties (PPOSBC), Ms. Maldonado developed, operationalized, and implemented enrollment strategies and goals for the roll-out of PPOSBCs primary care practice, Melody Women’s Health. She also created organization-wide systems for tracking enrollment interactions, analyzing enrollment cycles, and maximizing retention and utilization for patients. Her experience also includes business and strategic planning, managing program development and implementation, and directing outreach and community engagement while with Genesis Consultants and Health Net of California.

Ms. Maldonado holds a Bachelor’s degree in Sociology. She currently serves as an advisory board member for the Orange County Women’s Health Project, which helps facilitate and sustain improvements in women’s health in Orange County.

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
Mrs. Priscilla Arredondo-Valdez Manager of Administration --
Mr. Gregory Mathes Director of Programs & Policy


Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

We have a long history of working at partner sites that also focus on serving Orange County's vulnerable populations, including Family Resource Centers,Women, Infants, and Children (WIC) Centers, community clinics, faith based organizations, Boys & Girls Clubs, and the Health Care Agency. CHIOC's other partners include the following: 211 OC; Anaheim Vista Park Community Center; CalOptima; CHOC; Community Action Partnership of OC; Families Forward; Healthy Smiles for Kids of OC; Kaiser Permanente OC; Hoag Hospital
Foundation; OC Department of Education and various school districts; and Orange County Head Start; among others. CHIOC is committed to working with any partner dedicated to serving Orange County residents.
 
CHIOC is also involved in various countywide collaborations that work to create greater access to healthcare for vulnerable populations across Orange County. For example, we convene the Orange County CAA/CEC Task Force, which has been in existence for over 8 years and meets monthly regarding current healthcare changes, health policy, and outreach and enrollment practices. In addition, CHIOC initiated the Covered OC collaborative in 2012, which works to maximize outreach efforts, share information, and educate the community on coverage expansion. Covered OC meets monthly to coordinate outreach and education efforts, in addition to advocating on behalf of Orange County residents on a local, statewide and national level.
 

Staff Information

Number of Full Time Staff 15
Number of Part Time Staff 1
Number of Volunteers 3
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: 1
Hispanic/Latino: 15
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 9
Male: 7
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 1
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Ms. Gabriela Robles
Board Chair Company Affiliation Vice President – Community Partnerships Saint Joseph Health System
Board Chair Term Jan 2018 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Matthew J Stevens -- Voting
Mrs. Rita Cruz-Gallegos Genesis Consultants Voting
Ms. Susie Lopez-Guerra -- Voting
Mrs. Nina Robinson Hoag Memorial Hospital Presbyterian Voting
Mrs. Gabriela Robles Saint Joseph Health System Voting
Mr. Javier Sanchez -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Ms. Christina Altmayer First 5 LA --
Mrs. Christina Altmayer Vice President, Programs First 5 LA --
Mrs. Dorothy Andrews Community Volunteer Community Leader / Volunteer --
Dorothy (Dottie) Andrews Community Leader -- --
Ms. Cecilia Bustamante-Pixa Director Community St. Joseph Hospital - Orange --
Ms. Cecilia Bustamante-Pixa Director Community Servic St. Joseph Hospital, Orange --
Ms. Letitia Clark District Director Coast Community College District --
Mr. Ron DiLuigi Retired HealthCare Execut -- --
Ronald DiLuigi HealthCare Executive -- --
Ms. Leah Ersoylu Independent Consultant Ersoylu Consulting --
Mrs. Leah Ersoylu Independent Consultant -- --
Dr. Marc Lerner -- --
Dr. Marc Lerner Medical Officer Orange County Department of Education --
Mr. John Lewis Urban Strategies --
Ms. Melinda Maines Communications Manager American Association of Critical Care Nurses --
Mr. Eduardo Moreno-Cerezo Healthy Communities Mission Hospital --
Mr. Eduardo Moreno-Cerezo Manager Healthy Communiti Mission Hospital --
Ms. Michelle Murphy Associate Director Orange County United Way --
Mrs. Michelle Murphy Advocacy Coordinator Orange County United Way --
Ms. Pamela Pimentel CEO MOMS Orange County --
Mrs. Pamela Pimentel Chief Executive Officer MOMS Orange County --
Mr. Edwin Rivera Executive Western Dental --
Ms. Ilia Rolon Director Health Programs & Policy, Children and Families Commission of Orange County --
Mrs. Ilia Rolon Director, Programs/Policy Children & Families Commission of Orange County --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 3
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 1
Other (if specified): other
Gender Female: 4
Male: 2
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits 8
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

 

Foundation Comments

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Standing Committees

  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $1,100,000.00
Projected Expenses $1,100,000.00
Form 990s

2018 Form 990

2017 Form 990

2016 CHIOC 990

2015 Form 990

2014 Form 990

2013 Form 990

Audit Documents

2018 Audit & Financials

2017 Audit & Financials

2015 CHIOC Audit

2011 OneOC 2011 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $991,295 $965,354 $995,431
Total Expenses $1,022,077 $1,181,814 $913,371

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$402,140 $507,764 $846,034
Government Contributions $556,763 $436,732 $141,719
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $556,763 $436,732 $141,719
Individual Contributions -- -- --
Indirect Public Support $17,400 $17,383 $0
Earned Revenue -- -- $0
Investment Income, Net of Losses -- -- $0
Membership Dues -- -- $0
Special Events $13,093 $3,475 $7,678
Revenue In-Kind -- -- $0
Other $1,899 -- $-7,678

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $881,653 $1,039,992 $728,542
Administration Expense $128,536 $135,993 $170,622
Fundraising Expense $11,888 $5,829 $14,207
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 0.97 0.82 1.09
Program Expense/Total Expenses 86% 88% 80%
Fundraising Expense/Contributed Revenue 1% 1% 1%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $698,652 $448,465 $528,446
Current Assets $697,773 $444,243 $522,418
Long-Term Liabilities -- $3,398 $2,071
Current Liabilities $490,433 $206,066 $70,914
Total Net Assets $208,219 $239,001 $455,461

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 1.42 2.16 7.37

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 1% 0%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

CHIOC was fully emancipated from OneOC on October 31, 2016. While in transition CHIOC was operating under a calendar year budget of January 2015 to December 2015.  Currently, CHIOC is operating under an interim budget of January 2016-June 2016.  We will be switching from to a fiscal year budget of July 2016 to June 2017.  Once we receive the approval from our board of directors we will update our profile to reflect our current standing.  

Foundation Comments

Effective June 2015, Community Health Initiative of Orange County obtained their own IRS letter of determination - nonprofit status.  Previously, Children's Health Initiative of Orange County was fiscally sponsored by OneOC. 990s and the audited financial statement on the profile belong to OneOC. Financials are specific to CHIOC. Summary financial data is per the financials and consultation with the organization.

Documents


Other Documents

No Other Documents currently available.