Totals
- Total revenue
- $27,961,472
- Total expenses
- $26,382,129
- Contributions and grants received
- $16,289,464
- Grants paid
- $0
- Program service revenue
- $11,266,575
- Investment income
- $404,854
- Other revenue
- $579
- Total assets, end of year
- $37,952,421
- Total liabilities, end of year
- $3,407,557
- Net assets or fund balances, end of year
- $34,544,864
- Program services expenses (Part IX)
- $25,261,175
- Management and general expenses
- $1,120,954
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $25,261,175
Program services were 95.8% 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)
$15,646,855
-
1f · All other contributions, gifts and grants
$642,609
-
2a · Program service revenue: CONTRACT REVENUE
total $11,266,575 · related or exempt $11,266,575
-
3 · Investment income
total $552,087 · excluded $552,087
-
7a · Gross sales of assets other than inventory
securities $5,202,008
-
7b · Less cost or other basis and sales expenses
securities $5,349,241
-
7c · Gain or loss
securities -$147,233
-
7d · Net gain or loss
total -$147,233 · excluded -$147,233
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $579 · related or exempt $579
-
11e · Other revenue, total
$579
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,676,257 · program services $404,348 · management and general $1,271,909
-
7 · Other salaries and wages
total $11,275,551 · program services $8,649,280 · management and general $2,626,271
-
8 · Pension plan contributions
total $966,146 · program services $770,899 · management and general $195,247
-
9 · Other employee benefits
total $1,301,217 · program services $955,948 · management and general $345,269
-
10 · Payroll taxes
total $935,903 · program services $641,304 · management and general $294,599
-
11b · Fees: legal
total $86,091 · management and general $86,091
-
11c · Fees: accounting
total $69,948 · management and general $69,948
-
11f · Fees: investment management
total $93,508 · management and general $93,508
-
11g · Fees: other
total $7,653,196 · program services $7,471,326 · management and general $181,870
-
13 · Office expenses
total $420,445 · program services $170,083 · management and general $250,362
-
14 · Information technology
total $518,086 · program services $16,254 · management and general $501,832
-
16 · Occupancy
total $242,734 · management and general $242,734
-
17 · Travel
total $144,074 · program services $101,249 · management and general $42,825
-
19 · Conferences, conventions and meetings
total $101,069 · program services $47,919 · management and general $53,150
-
22 · Depreciation, depletion and amortization
total $115,105 · management and general $115,105
-
23 · Insurance
total $84,494 · management and general $84,494
-
24a · Other expenses: CONTINUING EDUCATION
total $227,343 · program services $212,779 · management and general $14,564
-
24b · Other expenses: SETTLEMENTS
total $225,000 · management and general $225,000
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $126,265 · program services $24,543 · management and general $101,722
-
24d · Other expenses: ALLOCATION OF G&A EXPEN
total $0 · program services $5,759,603 · management and general -$5,759,603
-
24e · All other expenses
total $119,697 · program services $35,640 · management and general $84,057
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,354,736 · end of year $7,154,740
-
2 · Savings and temporary cash investments
beginning of year $5,395,497 · end of year $5,868,236
-
4 · Accounts receivable
beginning of year $3,523,871 · end of year $4,123,716
-
9 · Prepaid expenses and deferred charges
beginning of year $537,994 · end of year $600,443
-
10a · Land, buildings and equipment: cost or other basis
$3,450,617
-
10b · Land, buildings and equipment: accumulated depreciation
$2,972,967
-
10c · Land, buildings and equipment, net
beginning of year $521,019 · end of year $477,650
-
11 · Investments: publicly traded securities
beginning of year $22,660,479 · end of year $19,713,123
-
15 · Other assets
beginning of year $2,533 · end of year $14,513
-
17 · Accounts payable and accrued expenses
beginning of year $2,677,048 · end of year $2,901,652
-
19 · Deferred revenue
beginning of year $586,033 · end of year $491,392
-
25 · Other liabilities
beginning of year $0 · end of year $14,513
-
27 · Net assets without donor restrictions
beginning of year $35,118,511 · end of year $33,955,208
-
28 · Net assets with donor restrictions
beginning of year $614,537 · end of year $589,656
Mission and programs · 2022
Mission
WE BRING PEOPLE AND INFORMATION TOGETHER TO IMPROVE HEALTH AND HEALTHCARE.
-
THE ORGANIZATION PROVIDES EDUCATIONAL AND QUALITY IMPROVEMENT PROGRAMS, DATA COLLECTION AND VALIDATION, AND ANALYSIS TO HEALTH CARE PROVIDERS, FACILITIES, AND RELATED ENTITIES PARTICIPATING IN MEDICARE, VETERANS HEALTH ADMINISTRATION AND OTHER GOVERNMENTAL HEALTH CARE PROGRAMS. THE ORGANIZATION ALSO OFFERS TECHNICAL ASSISTANCE, COLLABORATION, TOOLS, RESOURCES AND OUTREACH TO HEALTH CARE PROVIDERS, CLINICIANS AND CONSUMERS IN PARTNERSHIP WITH GOVERNMENT AND COMMUNITY ORGANIZATIONS.
Expenses $25,261,175 · Revenue $11,267,154
As filed on the 2022 return.
Listed in Part VII
-
Daniel LaufferDANIEL LAUFFER
CHAIRMAN
- Total calculated
- $1,525
- From this org
- $1,525
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kathleen MerrillKATHLEEN MERRILL
VICE CHAIRMAN
- Total calculated
- $1,525
- From this org
- $1,525
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Timmy NelsonTIMMY NELSON
SECRETARY/TREASURER
- Total calculated
- $4,200
- From this org
- $4,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Rebecca SchmidtREBECCA SCHMIDT
DIRECTOR
- Total calculated
- $1,425
- From this org
- $1,425
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Evan NorfolkEVAN NORFOLK
DIRECTOR
- Total calculated
- $1,425
- From this org
- $1,425
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Sven BergSVEN BERG
CHIEF EXECUTIVE OFFICER
- Total calculated
- $492,556
- From this org
- $452,322
- From related orgs
- $0
- Other
- $40,234
- Hours/week
- 41
Schedule J breakdown matched by us
- Base
- $378,343
- Bonus
- $65,000
- Other
- $8,979
- Deferred
- $36,600
- Nontaxable benefits
- $3,634
- Filer's total
- $492,556
-
Lisa DyeLISA DYE
CHIEF FINANCIAL OFFICER
- Total calculated
- $259,909
- From this org
- $202,617
- From related orgs
- $0
- Other
- $57,292
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $185,006
- Bonus
- $10,050
- Other
- $7,561
- Deferred
- $24,470
- Nontaxable benefits
- $32,822
- Filer's total
- $259,909
-
Aaron SpurlockAARON SPURLOCK
CHIEF OPERATING OFFICER
- Total calculated
- $287,493
- From this org
- $227,060
- From related orgs
- $0
- Other
- $60,433
- Hours/week
- 41
Schedule J breakdown matched by us
- Base
- $215,792
- Bonus
- $11,268
- Other
- $0
- Deferred
- $27,226
- Nontaxable benefits
- $33,207
- Filer's total
- $287,493
-
Christopher BrownCHRISTOPHER BROWN
PROGRAM DIRECTOR
- Total calculated
- $223,344
- From this org
- $169,327
- From related orgs
- $0
- Other
- $54,017
- Hours/week
- 42
Schedule J breakdown matched by us
- Base
- $159,322
- Bonus
- $3,452
- Other
- $6,553
- Deferred
- $21,206
- Nontaxable benefits
- $32,811
- Filer's total
- $223,344
-
Nathan GibsonNATHAN GIBSON
CHIEF INFORMATION OFFICER
- Total calculated
- $221,852
- From this org
- $168,253
- From related orgs
- $0
- Other
- $53,599
- Hours/week
- 41
Schedule J breakdown matched by us
- Base
- $153,444
- Bonus
- $8,451
- Other
- $6,358
- Deferred
- $20,577
- Nontaxable benefits
- $33,022
- Filer's total
- $221,852
-
Anna SitesANNA SITES
PROGRAM DIRECTOR
- Total calculated
- $181,004
- From this org
- $150,666
- From related orgs
- $0
- Other
- $30,338
- Hours/week
- 42
Schedule J breakdown matched by us
- Base
- $144,193
- Bonus
- $3,915
- Other
- $2,558
- Deferred
- $18,023
- Nontaxable benefits
- $12,315
- Filer's total
- $181,004
-
Jill MannaJILL MANNA
DIRECTOR OF ANALYTIC RESOURCES
- Total calculated
- $200,594
- From this org
- $151,587
- From related orgs
- $0
- Other
- $49,007
- Hours/week
- 41
Schedule J breakdown matched by us
- Base
- $141,965
- Bonus
- $3,833
- Other
- $5,789
- Deferred
- $18,736
- Nontaxable benefits
- $30,271
- Filer's total
- $200,594
-
Angela GrahamANGELA GRAHAM
CONTROLLER
- Total calculated
- $195,471
- From this org
- $146,321
- From related orgs
- $0
- Other
- $49,150
- Hours/week
- 43
Schedule J breakdown matched by us
- Base
- $142,406
- Bonus
- $3,915
- Other
- $0
- Deferred
- $18,178
- Nontaxable benefits
- $30,972
- Filer's total
- $195,471
-
Biddy SmithBIDDY SMITH
TASK ORDER DIRECTOR
- Total calculated
- $165,353
- From this org
- $135,844
- From related orgs
- $0
- Other
- $29,509
- Hours/week
- 41
Schedule J breakdown matched by us
- Base
- $126,866
- Bonus
- $3,915
- Other
- $5,063
- Deferred
- $16,385
- Nontaxable benefits
- $13,124
- Filer's total
- $165,353
-
Brandy VinsonBRANDY VINSON
PROGRAM DIRECTOR
- Total calculated
- $180,922
- From this org
- $133,965
- From related orgs
- $0
- Other
- $46,957
- Hours/week
- 43
Schedule J breakdown matched by us
- Base
- $124,956
- Bonus
- $3,870
- Other
- $5,139
- Deferred
- $16,632
- Nontaxable benefits
- $30,325
- Filer's total
- $180,922
-
Andrea RodiANDREA RODI
PROGRAM DIRECTOR
- Total calculated
- $157,281
- From this org
- $130,378
- From related orgs
- $0
- Other
- $26,903
- Hours/week
- 43
Schedule J breakdown matched by us
- Base
- $124,142
- Bonus
- $3,790
- Other
- $2,446
- Deferred
- $15,537
- Nontaxable benefits
- $11,366
- Filer's total
- $157,281
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
- 1a · Tax indemnification and gross-up payments
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation survey or study
- 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
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332359349300008
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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