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← INSTITUTE FOR HEALTHCARE ADVANCEMENT

Form 990 for tax year 2023

Filed by INSTITUTE FOR HEALTHCARE ADVANCEMENT.

Totals

Total revenue
$2,972,232
Total expenses
$5,444,185
Contributions and grants received
$697,598
Grants paid
$15,000
Program service revenue
$1,554,862
Investment income
$719,772
Other revenue
$0
Total assets, end of year
$23,668,312
Total liabilities, end of year
$886,858
Net assets or fund balances, end of year
$22,781,454
Program services expenses (Part IX)
$4,458,736
Management and general expenses
$985,449
Fundraising expenses
$0
Program service expenses (Part III)
$4,458,736

Program services were 81.9% 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.

  • 1e · Government grants (contributions)

    $345,815

  • 1f · All other contributions, gifts and grants

    $351,783

  • 2a · Program service revenue: PUBLICATIONS

    total $852,789 · related or exempt $852,789

  • 2b · Program service revenue: HEALTH LITERACY PROGRAMS

    total $595,378 · related or exempt $595,378

  • 2c · Program service revenue: HEALTH LITERACY CONFERENCE

    total $98,440 · related or exempt $98,440

  • 2d · Program service revenue: PROFESSIONAL EDUCATION AND DEVELO

    total $5,593 · related or exempt $5,593

  • 2e · Program service revenue: OTHER INCOME

    total $2,662 · related or exempt $2,662

  • 3 · Investment income

    total $548,943 · excluded $548,943

  • 7a · Gross sales of assets other than inventory

    securities $3,525,000

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

    securities $3,354,171

  • 7c · Gain or loss

    securities $170,829

  • 7d · Net gain or loss

    total $170,829 · excluded $170,829

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000 · program services $15,000

  • 5 · Compensation of officers, directors and key employees

    total $1,611,420 · program services $1,321,365 · management and general $290,055

  • 7 · Other salaries and wages

    total $1,059,986 · program services $868,742 · management and general $191,244

  • 9 · Other employee benefits

    total $355,561 · program services $202,769 · management and general $152,792

  • 10 · Payroll taxes

    total $155,080 · program services $125,717 · management and general $29,363

  • 11b · Fees: legal

    total $40,756 · program services $5,220 · management and general $35,536

  • 11c · Fees: accounting

    total $40,525 · management and general $40,525

  • 11g · Fees: other

    total $925,979 · program services $867,908 · management and general $58,071

  • 12 · Advertising and promotion

    total $73,479 · program services $73,254 · management and general $225

  • 15 · Royalties

    total $170,021 · program services $170,021

  • 16 · Occupancy

    total $111,955 · program services $70,683 · management and general $41,272

  • 17 · Travel

    total $82,147 · program services $57,809 · management and general $24,338

  • 19 · Conferences, conventions and meetings

    total $93,857 · program services $64,359 · management and general $29,498

  • 22 · Depreciation, depletion and amortization

    total $43,493 · management and general $43,493

  • 23 · Insurance

    total $47,178 · program services $42,232 · management and general $4,946

  • 24a · Other expenses: BUSINESS DEVELOPMENT

    total $270,714 · program services $270,714

  • 24b · Other expenses: PRINTING & REPRODUCTION

    total $194,261 · program services $194,261

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $54,637 · program services $31,744 · management and general $22,893

  • 24d · Other expenses: MISCELLANEOUS

    total $30,704 · program services $27,182 · management and general $3,522

  • 24e · All other expenses

    total $67,432 · program services $49,756 · management and general $17,676

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $155,835 · end of year $91,896

  • 3 · Pledges and grants receivable

    beginning of year $55,144 · end of year $51,967

  • 4 · Accounts receivable

    beginning of year $130,972 · end of year $372,754

  • 8 · Inventories for sale or use

    beginning of year $497,627 · end of year $427,591

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,216 · end of year $31,628

  • 10a · Land, buildings and equipment: cost or other basis

    $128,552

  • 10b · Land, buildings and equipment: accumulated depreciation

    $66,816

  • 10c · Land, buildings and equipment, net

    beginning of year $100,559 · end of year $61,736

  • 12 · Investments: other securities

    beginning of year $23,154,243 · end of year $22,500,797

  • 15 · Other assets

    beginning of year $230,806 · end of year $129,943

  • 17 · Accounts payable and accrued expenses

    beginning of year $823,897 · end of year $761,161

  • 25 · Other liabilities

    beginning of year $222,882 · end of year $125,697

  • 27 · Net assets without donor restrictions

    beginning of year $23,301,623 · end of year $22,781,454

Mission and programs · 2023

Mission

IHA'S MISSION IS "EMPOWERING PEOPLE TO BETTER HEALTH" THROUGH SOCIAL SERVICES, EDUCATION AND HEALTHCARE INFORMATION DELIVERY SERVICES, AND LEARNING AND NETWORKING OPPORTUNITIES.

Activities or mission (Part I)

"EMPOWERING PEOPLE TO BETTER HEALTH"

  • PUBLICATIONS - IHA WRITES AND PUBLISHES THE WHAT TO DO FOR HEALTH BOOK SERIES, SELF-HELP HEALTH BOOKS WRITTEN AT A 3RD TO 5TH GRADE READING LEVEL. EACH BOOK IN THIS EASY-TO-READ, EASY TO-USE SERIES IS WELL ORGANIZED, WITH ACCOMPANYING ILLUSTRATIONS, AND INFORMATION PRESENTED WITH FOUR BASIC QUESTIONS: WHAT IS IT? WHAT DO I SEE? WHAT CAN I DO AT HOME? AND WHEN DO INEED TO CALL THE NURSE OR DOCTOR? ALL TITLES ARE AVAILABLE IN ENGLISH OR SPANISH, AND SEVERALTITLES ARE ALSO AVAILABLE IN OTHER TRANSLATIONS INCLUDING BURMESE, CHINESE, KOREAN, ORVIETNAMESE. TO DATE, OVER 6 MILLION BOOKS HAVE BEEN SOLD THROUGHOUT THE UNITED STATES ANDINTERNATIONALLY. ADDITIONALLY, IHA HAS LAUNCHED A "MICRO-PUB" SERIES, SMALLER/SHORTERPUBLICATIONS FOCUSING ON CHRONIC HEALTH CONDITIONS (SUCH AS DIABETES AND HIGH BLOOD PRESSURE)AND MENTAL HEALTH ISSUES (INCLUDING ANXIETY).

    Expenses $1,003,433 · Revenue $852,789

  • LA HABRA FAMILY RESOURCE CENTER - THIS PROGRAM PROVIDES A COMPLETE, FAMILY-CENTERED SUPPORT SYSTEM, WORKING WITH COMMUNITY RESOURCES THAT CAN ADDRESS THE HEALTH, EMOTIONAL, SOCIAL, AND ENVIRONMENTAL NEEDS OF CHILDREN AND THEIR FAMILIES THROUGHOUT NORTH ORANGE COUNTY. SERVICES UNDER THIS PROGRAM INCLUDE: FAMILY ADVOCACY, PARENTING EDUCATION CLASSES, DOMESTIC VIOLENCE AND CHILD ABUSE PREVENTION EFFORTS, INFORMATION AND REFERRAL SERVICES, INDIVIDUAL/FAMILY/GROUP COUNSELING, LEGAL HELP, AND MORE.

    Expenses $812,133

  • HEALTH LITERACY PROGRAMS - A FEE-BASED CONSULTING SERVICE IS AVAILABLE TO ORGANIZATIONS WISHING TO MAKE THEIR HEALTH INFORMATION MORE ACCESSIBLE, UNDERSTANDABLE, AND USABLE TO THEIR AUDIENCE. REWRITING SERVICES, TRAININGS, HEALTH LITERACY SYSTEMS INTEGRATION, AND PROGRAM IMPLEMENTATION ARE OFFERED. THE INSTITUTE LAUNCHED "HEALTH LITERACY RESEARCH AND PRACTICE" IN 2017, AN OPEN ACCESS, PEER-REVIEWED ONLINE JOURNAL, TO SERVE HEALTH LITERACY PROFESSIONALS.IHA DEVELOPED A PORTAL FOR HEALTH LITERACY PROFESSIONALS, THE HEALTH LITERACY SOLUTIONS CENTER. THIS PORTAL PROVIDES HEALTH LITERACY PROFESSIONALS A WAY TO NETWORK WITH ONE ANOTHER, ADVANCE THEIR PROFESSIONAL DEVELOPMENT, FIND, AND SHARE RESOURCES, AND PARTICIPATE IN EDUCATIONAL ACTIVITIES. MEMBERSHIP ON THE SITE IS FREE. THE SITE ALSO HOSTS A DISCUSSION LIST, WITH A BASE OF MORE THAN 16,000 HEALTH LITERACY PROFESSIONALS. IN ADDITION, IHA LAUNCHED ITSASSESSMENT-BASED HEALTH LITERACY SPECIALIST CERTIFICATE FOR HEALTH LITERACY PROFESSIONALS IN NOVEMBER 2021.

    Expenses $1,149,240 · Revenue $595,378

  • Expenses $1,493,930 · Grants $15,000 · Revenue $106,695

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Albert E Barnett MD

    CHAIRMAN (LEFT DEC 2023)

    Total calculated
    $334,666
    From this org
    $307,117
    From related orgs
    $0
    Other
    $27,549
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $188,695
    Bonus
    $73,781
    Other
    $44,641
    Deferred
    $0
    Nontaxable benefits
    $27,549
    Filer's total
    $334,666

  • Michael Villaire Mslm

    CEO AND PRESIDENT

    Total calculated
    $580,442
    From this org
    $503,274
    From related orgs
    $0
    Other
    $77,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,358
    Bonus
    $121,916
    Other
    $21,000
    Deferred
    $26,119
    Nontaxable benefits
    $51,049
    Filer's total
    $580,442

  • S Eric Anderson PhD MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kambiz Arman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • George S Goldstein PhD

    DIRECTOR (LEFT JAN 2023)

    Total calculated
    $0
    Hours/week
    2

  • Barbara Price MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Duane Saikami Pharmd MBA

    DIRECTOR (LEFT AUG 2023)

    Total calculated
    $0
    Hours/week
    2

  • Linda Neuhauser Drph

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wilma Alvarado-Little Ma MSW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ronald Chow MBA

    CFO

    Total calculated
    $267,930
    From this org
    $252,433
    From related orgs
    $0
    Other
    $15,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,433
    Bonus
    $58,000
    Other
    $0
    Deferred
    $15,497
    Nontaxable benefits
    $0
    Filer's total
    $267,930

  • Nicholas Collatos

    COO

    Total calculated
    $301,726
    From this org
    $280,521
    From related orgs
    $0
    Other
    $21,205
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,621
    Bonus
    $62,400
    Other
    $13,500
    Deferred
    $15,205
    Nontaxable benefits
    $6,000
    Filer's total
    $301,726

  • Marian Ryan PhD Ma MPH

    CHIEF POLICY & RESEARCH

    Total calculated
    $283,020
    From this org
    $268,075
    From related orgs
    $0
    Other
    $14,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,838
    Bonus
    $45,237
    Other
    $0
    Deferred
    $14,945
    Nontaxable benefits
    $0
    Filer's total
    $283,020

  • Mario Melia

    DIRECTOR OF IT

    Total calculated
    $144,880
    From this org
    $137,523
    From related orgs
    $0
    Other
    $7,357
    Hours/week
    40

  • Rachel Roberts MPH Ches

    COMM HEALTH ENGAGEMENT

    Total calculated
    $124,756
    From this org
    $116,471
    From related orgs
    $0
    Other
    $8,285
    Hours/week
    40

  • Beth L Scott

    SALES & MARKETING DIRECTOR

    Total calculated
    $112,826
    From this org
    $106,743
    From related orgs
    $0
    Other
    $6,083
    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 · Form 990 of other organizations
  • 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

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

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202413169349305726

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