SAN Diego Regional Healthcare Information Exchange
Donations deductibleSAN Diego Regional Healthcare Information Exchange's network
12 people7 organisationsi12 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (11) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Terri Colachis Chair | Board Chair | 2024 | 2 yrs |
| Diana Puetz | Board Member | 2024 | 2 yrs |
| Dr Rakesh Patel | Board Member | 2024 | 2 yrs |
| Dr WES Lundberg | Board Member | 2024 | 2 yrs |
| Jane Finley | Board Member | 2024 | 2 yrs |
| Jonathan Woldemariam | Board Member | 2024 | 2 yrs |
| Kate Kinnamont | Board Member | 2024 | 2 yrs |
| Lorena Slomanson | Board Member | 2024 | 2 yrs |
| Nancy Sasaki | Board Member | 2024 | 2 yrs |
| Paul Hegyi | Board Member | 2018 | 8 yrs |
| Paul Johnson | Board Vice Chair | 2023 | 3 yrs |
| Tana M Lorah | Board Secretary | 2024 | 2 yrs |
Officers and senior leadership
7 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Daniel Chavez | Executive Director | since 2018 |
| Laura Young | Employee | 2024 |
| Nicholas Hess | Chief Technology Officer | 2023 |
| Nicholas Juarez | Employee | 2024 |
| Paul Redfern | CFO | 2024 |
| Stephanie Renick | Senior Director of Operations | 2022 |
| William York | CEO | 2024 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Tana Lorah | Board Chair | 2 | $0 | ||
| Jane Finley | Vice Chair | 2 | $0 | ||
| Katherine Kinnamont | Secretary | 2 | $0 | ||
| Dr P Wesley Lundberg | Treasurer | 2 | $0 | ||
| Rachel Gregg | Board Member | 2 | $0 | ||
| Dr James Dunford | Board Member | 2 | $0 | ||
| Dana Golan | Board Member | 2 | $0 | ||
| Diana Puetz | Board Member | 2 | $0 | ||
| Jonathan Woldemariam | Board Member | 2 | $0 | ||
| Dr Rakesh Patel | Board Member | 2 | $0 | ||
| Paul Hegyi | Board Member | 2 | $0 | ||
| Lorena Slomanson | Board Member | 2 | $0 | ||
| William York | President & CEO | 50 | $0 | ||
| Paul Redfern | Chief Financial Officer | 40 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- San Diego Regional Healthcare Information Exchange
- EIN
- 460550661
- Address
- 3860 Calle Fortunada Ste 101, San Diego, CA, 92123-4802
- State
- California
- 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. (as filed on the Form 990)
- Activity (NTEE)
- E800 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 6 (IRS master file code)
- Formed
- 2012
- Principal officer
- William York (as named on the Form 990)
- IRS ruling date
- 1 March 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedCONNECT COMMUNITY TO RESOURCESInfo Line of San Diego CountyRelatedCONNECT COMMUNITY TO RESOURCESCommunity Information Exchange
Longest observed on the filings
≥8years on the filingsPaul Hegyi
≥3years on the filingsPaul Johnson
≥2years on the filingsTerri Colachis
≥2years on the filingsDiana Puetz
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $3.5m
- Total liabilities
- $1.3m
- Net assets or fund balances
- $2.2m
- Contributions and grants received
- $214k
- Program service revenue
- $1.7m
- Employees
- 9
- Volunteers
- 12
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $3.7m | $3.7m | $73k |
As filed on the IRS Form 990. US dollars.