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Nonprofiteer
← HEALTH INITIATIVE INC

Form 990 for tax year 2025

Filed by HEALTH INITIATIVE INC.

Totals

Total revenue
$26,728,529
Total expenses
$5,120,060
Contributions and grants received
$24,555,188
Grants paid
$0
Program service revenue
$1,571,831
Investment income
$601,510
Other revenue
$0
Total assets, end of year
$39,569,628
Total liabilities, end of year
$387,146
Net assets or fund balances, end of year
$39,182,482
Program services expenses (Part IX)
$2,629,517
Management and general expenses
$1,246,170
Fundraising expenses
$1,244,373
Program service expenses (Part III)
$2,629,517

Program services were 51.4% 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.

  • 1f · All other contributions, gifts and grants

    $24,555,188

  • 2a · Program service revenue: PROGRAM REVENUE

    total $1,571,831 · related or exempt $1,571,831

  • 3 · Investment income

    total $454,428 · excluded $454,428

  • 7a · Gross sales of assets other than inventory

    securities $5,179,328

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

    securities $5,032,246

  • 7c · Gain or loss

    securities $147,082

  • 7d · Net gain or loss

    total $147,082 · excluded $147,082

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,434,175 · program services $722,050 · management and general $358,129 · fundraising $353,996

  • 7 · Other salaries and wages

    total $1,573,478 · program services $759,972 · management and general $348,422 · fundraising $465,084

  • 8 · Pension plan contributions

    total $58,249 · program services $29,490 · management and general $9,608 · fundraising $19,151

  • 9 · Other employee benefits

    total $229,214 · program services $118,270 · management and general $39,983 · fundraising $70,961

  • 10 · Payroll taxes

    total $191,394 · program services $98,214 · management and general $40,101 · fundraising $53,079

  • 11b · Fees: legal

    total $64,653 · management and general $64,653

  • 11c · Fees: accounting

    total $100,417 · management and general $100,417

  • 11g · Fees: other

    total $1,154,755 · program services $728,716 · management and general $230,853 · fundraising $195,186

  • 12 · Advertising and promotion

    total $250 · program services $133 · management and general $51 · fundraising $66

  • 13 · Office expenses

    total $20,906 · program services $8,659 · management and general $7,721 · fundraising $4,526

  • 14 · Information technology

    total $145,648 · program services $88,174 · management and general $24,265 · fundraising $33,209

  • 16 · Occupancy

    total $31,525 · program services $16,599 · management and general $6,175 · fundraising $8,751

  • 17 · Travel

    total $108,299 · program services $55,821 · management and general $13,822 · fundraising $38,656

  • 19 · Conferences, conventions and meetings

    total $3,756 · program services $1,878 · management and general $1,177 · fundraising $701

  • 23 · Insurance

    total $2,521 · program services $1,249 · management and general $576 · fundraising $696

  • 24a · Other expenses: MISCELLANEOUS

    total $820 · program services $292 · management and general $217 · fundraising $311

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,521,004 · end of year $710,107

  • 3 · Pledges and grants receivable

    beginning of year $5,020,746 · end of year $8,153,672

  • 4 · Accounts receivable

    beginning of year $303,873 · end of year $283,085

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,699 · end of year $108,925

  • 11 · Investments: publicly traded securities

    beginning of year $11,311,313 · end of year $30,199,857

  • 15 · Other assets

    beginning of year $40,872 · end of year $113,982

  • 17 · Accounts payable and accrued expenses

    beginning of year $120,640 · end of year $110,277

  • 19 · Deferred revenue

    beginning of year $198,333 · end of year $165,000

  • 25 · Other liabilities

    beginning of year $276,967 · end of year $111,869

  • 27 · Net assets without donor restrictions

    beginning of year $12,620,821 · end of year $12,378,809

  • 28 · Net assets with donor restrictions

    beginning of year $5,020,746 · end of year $26,803,673

Mission and programs · 2025

Mission

THE HEALTH INITIATIVE (THI) WILL EDUCATE THE GENERAL PUBLIC REGARDING HOW DRIVERS OF HEALTH (E.G., FOOD, HOUSING) IMPACT HEALTH. IN DOING SO, THI WILL HELP TO LEAD THE NATION IN TAKING STEPS TO INVEST IN THESE DRIVERS, THUS IMPROVING THE QUALITY OF LIFE IN THE U.S.

  • BUILT STRATEGIC RELATIONSHIPS WITH KEY LEADERS ACROSS SECTORS TO ADDRESS THE BASIC DRIVERS OF HEALTH (E.G., FOOD, HOUSING) AND BEGAN DEVELOPING THE TOOLS AND LANGUAGE NEEDED TO BUILD GREATER PUBLIC UNDERSTANDING OF THE IMPORTANCE AND FEASIBILITY OF ADDRESSING THE DRIVERS OF HEALTH.

    Expenses $2,629,517 · Revenue $1,571,831

As filed on the 2025 return.

Listed in Part VII

  • Kim Syman

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Veronica Gunn

    BOARD CLERK

    Total calculated
    $0
    Hours/week
    0.5
  • Laurence Cohen

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    0.5
  • John Mandile

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • David Tanner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Elizabeth Fowler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Rebecca Onie Milder

    CO-FOUNDER

    Total calculated
    $407,347
    From this org
    $355,147
    From related orgs
    $0
    Other
    $52,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,147
    Bonus
    $0
    Other
    $0
    Deferred
    $15,443
    Nontaxable benefits
    $36,757
    Filer's total
    $407,347
  • Rocco Perla

    CO-FOUNDER

    Total calculated
    $416,797
    From this org
    $361,555
    From related orgs
    $0
    Other
    $55,242
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,555
    Bonus
    $0
    Other
    $0
    Deferred
    $17,293
    Nontaxable benefits
    $37,949
    Filer's total
    $416,797
  • Christina Gunther-Murphy

    CHIEF CAMPAIGN OFFICER

    Total calculated
    $329,961
    From this org
    $277,905
    From related orgs
    $0
    Other
    $52,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,905
    Bonus
    $0
    Other
    $0
    Deferred
    $14,163
    Nontaxable benefits
    $37,893
    Filer's total
    $329,961
  • Polly A Macisaac

    CHIEF OPERATING OFFICER

    Total calculated
    $269,820
    From this org
    $223,973
    From related orgs
    $0
    Other
    $45,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,973
    Bonus
    $0
    Other
    $0
    Deferred
    $10,546
    Nontaxable benefits
    $35,301
    Filer's total
    $269,820
  • Cathryn Johanna Wile

    CHIEF OF STAFF

    Total calculated
    $254,608
    From this org
    $215,332
    From related orgs
    $0
    Other
    $39,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,332
    Bonus
    $0
    Other
    $0
    Deferred
    $9,542
    Nontaxable benefits
    $29,734
    Filer's total
    $254,608
  • Rebecca Bruni Gastin

    SENIOR DIRECTOR OF PARTNERSHIPS

    Total calculated
    $182,811
    From this org
    $150,259
    From related orgs
    $0
    Other
    $32,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,259
    Bonus
    $0
    Other
    $0
    Deferred
    $7,513
    Nontaxable benefits
    $25,039
    Filer's total
    $182,811
  • Dan Hall

    ASSOC. DIRECTOR, CAMPAIGN OPS.

    Total calculated
    $182,897
    From this org
    $143,080
    From related orgs
    $0
    Other
    $39,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,080
    Bonus
    $0
    Other
    $0
    Deferred
    $7,154
    Nontaxable benefits
    $32,663
    Filer's total
    $182,897
  • Ashley Goldstein

    BUSINESS OPERATIONS

    Total calculated
    $173,104
    From this org
    $141,086
    From related orgs
    $0
    Other
    $32,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,086
    Bonus
    $0
    Other
    $0
    Deferred
    $7,054
    Nontaxable benefits
    $24,964
    Filer's total
    $173,104
  • Michael Mario De La Guardia

    SENIOR POLICY DIRECTOR

    Total calculated
    $145,514
    From this org
    $120,670
    From related orgs
    $0
    Other
    $24,844
    Hours/week
    40

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 · 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
2025
Filed
4 August 2026
IRS schema version
2025v4.2
Source object
202602189349300505

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