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Nonprofiteer
← THE OBRIA GROUP INC

Form 990 for tax year 2023

Filed by THE OBRIA GROUP INC.

Totals

Total revenue
$1,869,289
Total expenses
$1,661,081
Contributions and grants received
$1,870,307
Grants paid
$555,345
Program service revenue
$0
Investment income
$44,170
Other revenue
-$45,188
Total assets, end of year
$1,046,380
Total liabilities, end of year
$210,084
Net assets or fund balances, end of year
$836,296
Program services expenses (Part IX)
$1,155,652
Management and general expenses
$399,026
Fundraising expenses
$106,403
Program service expenses (Part III)
$1,155,652

Program services were 69.6% 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.

  • 1c · Fundraising events

    $294,539

  • 1e · Government grants (contributions)

    $143,427

  • 1f · All other contributions, gifts and grants

    $1,432,341

  • 3 · Investment income

    total $2,266 · excluded $2,266

  • 7a · Gross sales of assets other than inventory

    securities $97,414

  • 7b · Less cost or other basis and sales expenses

    securities $55,510

  • 7c · Gain or loss

    securities $41,904

  • 7d · Net gain or loss

    total $41,904 · excluded $41,904

  • 8a · Fundraising events: gross income

    $513

  • 8a · Fundraising events: contributions included on line 1c

    $294,539

  • 8b · Fundraising events: direct expenses

    $45,701

  • 8c · Net income from fundraising events

    total -$45,188 · excluded -$45,188

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $555,345 · program services $555,345

  • 5 · Compensation of officers, directors and key employees

    total $201,625 · program services $151,219 · management and general $20,162 · fundraising $30,244

  • 7 · Other salaries and wages

    total $272,708 · program services $204,531 · management and general $27,271 · fundraising $40,906

  • 8 · Pension plan contributions

    total $32,508 · program services $24,381 · management and general $3,251 · fundraising $4,876

  • 10 · Payroll taxes

    total $45,767 · program services $34,325 · management and general $4,577 · fundraising $6,865

  • 11b · Fees: legal

    total $189,938 · management and general $189,938

  • 11c · Fees: accounting

    total $34,676 · program services $17,338 · management and general $8,669 · fundraising $8,669

  • 12 · Advertising and promotion

    total $31,411 · program services $30,612 · fundraising $799

  • 13 · Office expenses

    total $11,710 · program services $2,660 · management and general $7,358 · fundraising $1,692

  • 14 · Information technology

    total $29,323 · program services $26,297 · management and general $3,026

  • 16 · Occupancy

    total $13,398 · program services $7,447 · management and general $5,951

  • 17 · Travel

    total $24,774 · program services $10,462 · management and general $13,247 · fundraising $1,065

  • 19 · Conferences, conventions and meetings

    total $31,653 · program services $23,740 · management and general $7,913

  • 23 · Insurance

    total $16,973 · program services $5,734 · management and general $10,792 · fundraising $447

  • 24a · Other expenses: ADVOCATING FEES

    total $65,245 · management and general $65,245

  • 24b · Other expenses: PAYROLL PROCESSING FEES

    total $42,020 · program services $31,515 · management and general $4,202 · fundraising $6,303

  • 24c · Other expenses: OTHER EXPENSES

    total $33,049 · program services $16,248 · management and general $15,266 · fundraising $1,535

  • 24d · Other expenses: BANK AND MERCHANT FEES

    total $15,160 · management and general $12,158 · fundraising $3,002

  • 24e · All other expenses

    total $13,798 · program services $13,798

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $325,139 · end of year $221,342

  • 2 · Savings and temporary cash investments

    end of year $635,522

  • 4 · Accounts receivable

    beginning of year $10,246 · end of year $38,028

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,936 · end of year $2,910

  • 11 · Investments: publicly traded securities

    beginning of year $173,944 · end of year $116,766

  • 15 · Other assets

    beginning of year $276,036 · end of year $31,812

  • 17 · Accounts payable and accrued expenses

    beginning of year $137,953 · end of year $210,084

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $650,348 · end of year $836,296

Mission and programs · 2023

Mission

OUR MISSION IS TO CREATE A UNIFIED NATIONAL BRAND OF WOMEN'S HEALTH CLINICS TO MORE EFFECTIVELY COMPETE AND PROVIDE PROACTIVE, EFFECTIVE, MEDICAL SERVICES TO THOSE IN NEED.

Activities or mission (Part I)

OUR MISSION IS TO CREATE A UNIFIED NATIONAL BRAND OF WOMEN'S HEALTH CLINICS.

  • OBRIA'S VISION IS TO OFFER PATIENTS A FULL SCOPE OF MEDICAL SERVICES. THEY RETAIN THEIR OWN 501(C)(3) AND GOVERNANCE AND RECOGNIZE THE NEED TO UNIFY UNDER A NATIONALLY RECOGNIZED BRAND- OBRIA. THIS ALLOWS US TO REACH MORE AT-RISK PATIENTS TOGETHER THAN IS POSSIBLE AS STAND-ALONE CLINICS. THE ORGANIZATION ACTS AS AN ADMINISTRATOR FOR PASS-THROUGH GRANT FUNDING FROM MULTIPLE GOVERNMENT SOURCES.

    Expenses $1,014,373 · Grants $555,345

  • THE OBRIA GROUP PROVIDES SUPPORT SERVICES FOR ITS AFFILIATE ORGANIZATIONS IN THE AREAS OF WEBSITE DESIGN AND MAINTENANCE, MARKETING/SOCIAL MEDIA PRESENCE AND STAFF DEVELOPMENT AND TRAINING.

    Expenses $141,279

As filed on the 2023 return.

Listed in Part VII

  • Karen Armour

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Vicki Smith

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • Justin Alvarez

    FINANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Steph Busch

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dr Pete Anzaldo

    MEDICAL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jean-Paul Afif

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Catherine Hadro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anissia Todd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caroline Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Gates

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Barbara Massrey

    TREASURER - FORMER

    Total calculated
    $0
    Hours/week
    1

  • Dawn Hughes

    CEO - FORMER

    Total calculated
    $201,625
    From this org
    $201,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,625
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $201,625

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 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE CEO THAT HAS BEEN APPROVED BY THE BOARD.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403189349311670

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