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Nonprofiteer
← HEALTH INITIATIVE INC

Form 990 for tax year 2024

Filed by HEALTH INITIATIVE INC.

Totals

Total revenue
$6,646,316
Total expenses
$3,457,525
Contributions and grants received
$4,530,149
Grants paid
$0
Program service revenue
$1,627,634
Investment income
$488,533
Other revenue
$0
Total assets, end of year
$18,237,507
Total liabilities, end of year
$595,940
Net assets or fund balances, end of year
$17,641,567
Program services expenses (Part IX)
$2,450,210
Management and general expenses
$557,621
Fundraising expenses
$449,694
Program service expenses (Part III)
$2,450,210

Program services were 70.9% 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

    $4,530,149

  • 2a · Program service revenue: PROGRAM REVENUE

    total $1,627,634 · related or exempt $1,627,634

  • 3 · Investment income

    total $488,533 · excluded $488,533

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,049,919 · program services $719,048 · management and general $130,431 · fundraising $200,440

  • 7 · Other salaries and wages

    total $948,556 · program services $731,447 · management and general $120,488 · fundraising $96,621

  • 8 · Pension plan contributions

    total $34,166 · program services $27,478 · management and general $3,900 · fundraising $2,788

  • 9 · Other employee benefits

    total $134,390 · program services $98,775 · management and general $21,016 · fundraising $14,599

  • 10 · Payroll taxes

    total $132,018 · program services $98,533 · management and general $16,541 · fundraising $16,944

  • 11b · Fees: legal

    total $398 · management and general $398

  • 11c · Fees: accounting

    total $86,559 · management and general $86,559

  • 11g · Fees: other

    total $789,539 · program services $569,030 · management and general $151,126 · fundraising $69,383

  • 13 · Office expenses

    total $17,652 · program services $11,491 · management and general $4,165 · fundraising $1,996

  • 14 · Information technology

    total $117,986 · program services $86,804 · management and general $11,956 · fundraising $19,226

  • 16 · Occupancy

    total $31,531 · program services $23,003 · management and general $3,931 · fundraising $4,597

  • 17 · Travel

    total $99,749 · program services $74,521 · management and general $3,795 · fundraising $21,433

  • 19 · Conferences, conventions and meetings

    total $5,017 · program services $3,828 · management and general $675 · fundraising $514

  • 23 · Insurance

    total $6,350 · program services $4,633 · management and general $780 · fundraising $937

  • 24a · Other expenses: MISCELLANEOUS

    total $3,695 · program services $1,619 · management and general $1,860 · fundraising $216

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $348,317 · end of year $1,521,004

  • 3 · Pledges and grants receivable

    beginning of year $3,879,788 · end of year $5,020,746

  • 4 · Accounts receivable

    beginning of year $330,939 · end of year $303,873

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,178 · end of year $39,699

  • 11 · Investments: publicly traded securities

    beginning of year $10,553,730 · end of year $11,311,313

  • 15 · Other assets

    beginning of year $70,258 · end of year $40,872

  • 17 · Accounts payable and accrued expenses

    beginning of year $87,605 · end of year $120,640

  • 19 · Deferred revenue

    beginning of year $303,333 · end of year $198,333

  • 25 · Other liabilities

    beginning of year $435,644 · end of year $276,967

  • 27 · Net assets without donor restrictions

    beginning of year $10,505,840 · end of year $12,620,821

  • 28 · Net assets with donor restrictions

    beginning of year $3,879,788 · end of year $5,020,746

Mission and programs · 2024

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 $2,450,210 · Revenue $1,627,634

As filed on the 2024 return.

Listed in Part VII

  • VERONICA GUNN

    BOARD CLERK

    Total calculated
    $0
    Hours/week
    0.5

  • LAURENCE COHEN

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • KIM SYMAN

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • RON WYATT

    BOARD MEMBER (UNTIL 6/24)

    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

  • ROCCO PERLA

    CO-FOUNDER

    Total calculated
    $368,809
    From this org
    $316,666
    From related orgs
    $0
    Other
    $52,143
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,666
    Bonus
    $0
    Other
    $0
    Deferred
    $15,833
    Nontaxable benefits
    $36,310
    Filer's total
    $368,809

  • REBECCA ONIE MILDER

    CO-FOUNDER

    Total calculated
    $359,430
    From this org
    $310,412
    From related orgs
    $0
    Other
    $49,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,412
    Bonus
    $0
    Other
    $0
    Deferred
    $13,198
    Nontaxable benefits
    $35,820
    Filer's total
    $359,430

  • CHRISTINA GUNTHER-MURPHY

    CHIEF CAMPAIGN OFFICER

    Total calculated
    $313,031
    From this org
    $262,707
    From related orgs
    $0
    Other
    $50,324
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,707
    Bonus
    $0
    Other
    $0
    Deferred
    $13,403
    Nontaxable benefits
    $36,921
    Filer's total
    $313,031

  • NATALIE ORTIZ

    RESEARCH ASSOCIATE

    Total calculated
    $126,212
    From this org
    $108,155
    From related orgs
    $0
    Other
    $18,057
    Hours/week
    40

  • NOELLE SAVAGEAU

    SR. CAMPAIGN DIRECTOR (UNTIL 10/2024)

    Total calculated
    $163,876
    From this org
    $148,838
    From related orgs
    $0
    Other
    $15,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,838
    Bonus
    $0
    Other
    $0
    Deferred
    $6,702
    Nontaxable benefits
    $8,336
    Filer's total
    $163,876

  • DAN HALL

    MANAGER OF STRATEGIC OPERA

    Total calculated
    $161,087
    From this org
    $127,511
    From related orgs
    $0
    Other
    $33,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,511
    Bonus
    $0
    Other
    $0
    Deferred
    $6,376
    Nontaxable benefits
    $27,200
    Filer's total
    $161,087

  • CATHRYN JOHANNA WILE

    CHIEF OF STAFF

    Total calculated
    $145,144
    From this org
    $123,005
    From related orgs
    $0
    Other
    $22,139
    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
2024
Filed
23 October 2025
IRS schema version
2024v5.2
Source object
202502969349300805

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