Totals
- Total revenue
- $1,392,499
- Total expenses
- $1,329,119
- Contributions and grants received
- $784,354
- Grants paid
- $1,000
- Program service revenue
- $603,827
- Investment income
- $318
- Other revenue
- $4,000
- Total assets, end of year
- $613,551
- Total liabilities, end of year
- $151,580
- Net assets or fund balances, end of year
- $461,971
- Program services expenses (Part IX)
- $1,140,639
- Management and general expenses
- $182,856
- Fundraising expenses
- $5,624
- Program service expenses (Part III)
- $1,140,639
Program services were 85.8% 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.
-
1f · All other contributions, gifts and grants
$784,354
-
2a · Program service revenue: Conference Registration
total $68,579 · related or exempt $68,579
-
2b · Program service revenue: Program service fees
total $133,244 · related or exempt $133,244
-
2c · Program service revenue: SIM Classes
total $60,089 · related or exempt $60,089
-
2d · Program service revenue: Speaker & Consulting Fees
total $314,675 · related or exempt $314,675
-
2e · Program service revenue: Subscription Fees
total $27,240 · related or exempt $27,240
-
3 · Investment income
total $318 · excluded $318
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Conference Advertising
total $4,000 · related or exempt $4,000
-
11e · Other revenue, total
$4,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,000 · program services $1,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $234,583 · program services $194,382 · management and general $38,019 · fundraising $2,182
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $620,281 · program services $530,819 · management and general $87,688 · fundraising $1,774
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $15,465 · program services $15,019 · fundraising $446
-
10 · Payroll taxes
total $66,783 · program services $54,539 · management and general $11,927 · fundraising $317
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $2,963 · program services $2,963
-
11c · Fees: accounting
total $13,061 · program services $85 · management and general $12,976
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $126,308 · program services $124,732 · management and general $1,576
-
12 · Advertising and promotion
total $1,620 · program services $500 · management and general $1,120
-
13 · Office expenses
total $57,355 · program services $45,481 · management and general $11,536 · fundraising $338
-
14 · Information technology
total $5,701 · program services $4,968 · management and general $715 · fundraising $18
-
15 · Royalties
total $0
-
16 · Occupancy
total $40,534 · program services $32,620 · management and general $7,384 · fundraising $530
-
17 · Travel
total $59,042 · program services $55,990 · management and general $3,051 · fundraising $1
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $77,609 · program services $74,337 · management and general $3,272
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $801 · program services $660 · management and general $135 · fundraising $6
-
23 · Insurance
total $6,013 · program services $2,544 · management and general $3,457 · fundraising $12
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $90,538 · end of year $192,488
-
2 · Savings and temporary cash investments
beginning of year $15,465 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $284,873 · end of year $321,663
-
4 · Accounts receivable
beginning of year $105,525 · end of year $67,914
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $5,868 · end of year $13,111
-
10a · Land, buildings and equipment: cost or other basis
$5,576
-
10b · Land, buildings and equipment: accumulated depreciation
$3,009
-
10c · Land, buildings and equipment, net
beginning of year $1,410 · end of year $2,567
-
11 · Investments: publicly traded securities
beginning of year $6,432 · end of year $7,510
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $10,972 · end of year $8,298
-
17 · Accounts payable and accrued expenses
beginning of year $32,558 · end of year $25,770
-
19 · Deferred revenue
beginning of year $116,912 · end of year $117,512
-
25 · Other liabilities
beginning of year $10,972 · end of year $8,298
-
27 · Net assets without donor restrictions
beginning of year -$33,195 · end of year -$6,662
-
28 · Net assets with donor restrictions
beginning of year $393,836 · end of year $468,633
Mission and programs · 2023
Mission
To shape health care through workforce strategy, stakeholder convening, and policy advocacy.
-
Building Educational Capacity: HI leads the effort to build educational capacity through programs such as the Centralized Clinical Placement System, Bay Area and Los Angeles Resource Centers, and Clinical Faculty Development. HI is one of the founding organizations for a national initiative, National Education Progression in Nursing, to promote and build educational capacity to advance nurses to higher degrees. HI's California Simulation Alliance is a leader in development of simulation educators, having trained over 2,500 simulation faculty, utilizing courses with an interprofessional focus that are designed for all types of learners such as academic faculty, healthcare facility educators, and simulation operations personnel.
Expenses $753,940 · Grants $1,000 · Revenue $271,995
-
Nursing Excellence: HI serves as the lead coordinating entity to implement the recommendations from the Institute of Medicine's Future of Nursing Report (2010) in California. The 2010 report focused on efforts to increase the number of RNs with a baccalaureate or higher degree, improve the availability of nurse residency programs, remove scope of practice barriers, and expand opportunities for nurses to lead and diffuse collaborative improvement efforts through State leadership of the Nurses on Boards Coalition. While HI is still working on initiatives identified in the Institute of Medicine Future of Nursing Report in 2010, HI is also evaluating the most recent National Academy of Medicine (formerly the Institute of Medicine) 2020-2030 Future of Nursing Report to identify how current initiatives and future projects will integrate with the 2020-2030 report recommendations. HI is working to better prepare RNs for enhanced roles in primary care settings and collaborating in research and education on the value and roles of nurses in interprofessional teams.
Expenses $275,370 · Revenue $260,833
-
The General Program of HI includes efforts to prepare RNs for work in specialty areas such as ambulatory and perioperative nursing; educating faculty on the practice of teaching; contributing to health policy issues in California and nationally; and advancing the practice of nursing to care for people living in California.
Expenses $109,969 · Revenue $75,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Garrett Chan
President & CEO
- Total calculated
- $224,583
- From this org
- $213,943
- From related orgs
- $0
- Other
- $10,640
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,943
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $10,640
- Filer's total
- $224,583
-
Edward Burns
Dir of Strat Initv
- Total calculated
- $148,720
- From this org
- $148,720
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Debra Bakerjian
President
- Total calculated
- $0
- Hours/week
- 5
-
Karen Grimley
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Margarita Baggett
Director
- Total calculated
- $0
- Hours/week
- 1
-
Loriann De Martini
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anna Kiger
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Marshall
Director
- Total calculated
- $0
- Hours/week
- 1
-
Linda Zorn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paul Leon
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anitra Williams
Director
- Total calculated
- $0
- Hours/week
- 1
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 · 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
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403179349304365
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