Civic Intelligence

Care Continuum Alliance Inc

990 • Fiscal year 2016 • EIN 04-3448475

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

PO Box 73127Washington, DC 20056

(202) 737-5980

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

2.91x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

0.67x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

169%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$78,787

Up $49,523 (+169%) from 2015

Net Assets

Up

-$150,444

Up $410,390 (+73%) from 2015

Liabilities

Down

$229,231

Down $360,867 (-61%) from 2015

Revenue

Down

$340,033

Down $262,673 (-44%) from 2015

Expenses

Down

$223,793

Down $344,124 (-61%) from 2015

Net Income

Up

$116,240

Up $81,451 (+234%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.0M$0-$1.0MAssets 2011: $1,468,732Liabilities 2011: $989,609Net Assets 2011: $479,1232011Assets 2012: $659,526Liabilities 2012: $609,355Net Assets 2012: $50,1712012Assets 2013: $242,889Liabilities 2013: $587,809Net Assets 2013: -$344,9202013Assets 2015: $29,264Liabilities 2015: $590,098Net Assets 2015: -$560,8342015Assets 2016: $78,787Liabilities 2016: $229,231Net Assets 2016: -$150,4442016Assets 2017: $118,160Liabilities 2017: $140,852Net Assets 2017: -$22,6922017Assets 2018: $116,348Liabilities 2018: $115,893Net Assets 2018: $4552018Assets 2019: $120,937Liabilities 2019: $77,109Net Assets 2019: $43,8282019Assets 2020: $209,638Liabilities 2020: $100,021Net Assets 2020: $109,6172020Assets 2021: $219,515Liabilities 2021: $110,606Net Assets 2021: $108,9092021Assets 2022: $307,335Liabilities 2022: $86,604Net Assets 2022: $220,7312022Assets 2023: $357,753Liabilities 2023: $88,417Net Assets 2023: $269,3362023Assets 2024: $381,779Liabilities 2024: $108,757Net Assets 2024: $273,0222024

Highlighted filing

2016

Assets$78,787
Liabilities$229,231
Net Assets-$150,444

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,457,073Expenses 2011: $2,757,403Net Income 2011: -$300,3302011Expenses 2012: $2,440,2682012Revenue 2013: $1,465,896Expenses 2013: $1,828,259Net Income 2013: -$362,3632013Revenue 2015: $602,706Expenses 2015: $567,917Net Income 2015: $34,7892015Revenue 2016: $340,033Expenses 2016: $223,793Net Income 2016: $116,2402016Revenue 2017: $217,096Expenses 2017: $103,702Net Income 2017: $113,3942017Revenue 2018: $214,564Expenses 2018: $191,417Net Income 2018: $23,1472018Revenue 2019: $237,913Expenses 2019: $212,540Net Income 2019: $25,3732019Revenue 2020: $267,901Expenses 2020: $202,112Net Income 2020: $65,7892020Revenue 2021: $285,095Expenses 2021: $285,803Net Income 2021: -$7082021Revenue 2022: $302,114Expenses 2022: $180,469Net Income 2022: $121,6452022Revenue 2023: $306,177Expenses 2023: $250,075Net Income 2023: $56,1022023Revenue 2024: $276,185Expenses 2024: $272,499Net Income 2024: $3,6862024

Highlighted filing

2016

Revenue$340,033
Expenses$223,793
Net Income$116,240
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Gross Receipts
$340,033
Mission and Program Overview

Mission

The population health alliance (pha) is the industry's only multi stakeholder professional and trade association soley focused on population health. The organization has dozens of members representing stakeholders from across the health care eco system that seek to improve health outcomes, optimize medical and administrative spend and drive affordability. Through its robust advocacy, quality and research and education initiatives, the pha offers members a forum to advance shared learning and applied research to further innovation and establish best practices in the population health field. Visit http://www.populationhealthalliance.org to learn more.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,264$78,787▲ $49,523
Total Assets$29,264$78,787▲ $49,523
Liabilities
Accounts Payable and Accrued Expenses$417,081$116,389▼ $300,692
Deferred Revenue$173,017$112,842▼ $60,175
Total Liabilities$590,098$229,231▼ $360,867
Net Assets / Fund Balance
Unrestricted Net Assets$-560,834$-150,444▲ $410,390
Total Net Assets Fund Balance$-560,834$-150,444▲ $410,390
Total Liabilities and Net Assets / Fund Balance$29,264$78,787▲ $49,523
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rose MaljanianChair
Brenda SchmidtChair Elect
Sean McmanamyCHAIR, GOV'T
Mary Jane Osmick MdChair, Quali
Christobel SeleckyPast Chair
Adam Kaufman PhdDirector
Andre GibrailDirector
Anthony Akosa MdDirector
Craig Keyes MdDirector
Jan BergerDirector
Jim PshockDirector
John BrooksDirector
John RobitscherDirector
Michael AnselDirector
Ron GuziakDirector
Sam MeckeyDirector
Sandeep WadhwaAt-large
Susan RileySecretary
Michael TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$337,903
Investment Income
$0
Other Revenue
$2,130
Change in Net Assets
$116,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$116,859
Other Expenses$106,934
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$102,424--$102,424
Conferences and Meetings$44,541--$44,541
Payroll Taxes$9,253--$9,253
Office Expenses$8,423--$8,423
Occupancy$7,961--$7,961
Fees for Services Other$6,415--$6,415
Pension Plan Contributions$3,932--$3,932
Fees for Services Accounting$3,345--$3,345
Insurance$2,985--$2,985
Other Expenses$1,279--$1,279
Other Employee Benefits$1,250--$1,250
Travel$425--$425
Advertising$400--$400
All Other Expenses$132--$132
Total Functional Expenses$223,793$0$0$223,793
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the organization are invited to participate in the annual membership meeting. During this meeting, members vote to approve the slate of officers and board members, and any by-law changes.

Form 990, Page 6, Part VI, Line 7A

The chair shall be elected to a two-year term. Other officers, except for the president and ceo shall be elected annually by the members of the association and shall take office upon the conclusion of the annual meeting. Each officer shall hold his/her office until he/she shall resign or shall be removed or otherwise disqualified to serve, or his/hersuccessor shall be elected and qualified. The secretary and treasurer may serve up to three (3) consecutive one-year terms, if so nominated by the nominating committee and approved by the vote of the membership. The immediate past chair shall serve in the first year of the new chair term of office and the chair-elect shall serve in the second year of the chair's term of office.

Form 990, Page 6, Part VI, Line 7B

Members have to ratify the governing bodies' recommendation for officers and board members.

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by the alliance's accountants with supporting documentation provided by management. The completed form 990 is reviewed and approved by management befre it is filed with the irs.

Form 990, Page 6, Part VI, Line 12C

Secretary or chair reviews antitrust and conflict of interest policy. In addition, board members are asked to sign the conflict of interest policy statement annually.

Form 990, Page 6, Part VI, Line 15B

The board chair conducts annual performance reviews of other officers and key employees and submits compensation adjustments recommendations to the executive committee of the board of directors for approval.

Form 990, Page 6, Part VI, Line 19

The alliance's governing documents, conflict of interest polciy and finanical statements are made available to public upon request.

Filing and Contact Details

Filer

Filer Name
Care Continuum Alliance Inc
EIN
04-3448475
Phone
2027375980
Address
PO BOX 73127, WASHINGTON, DC 20056
Doing Business As
Population Health Alliance

Signing Officer

Name
Rose Maljanian
Title
Chair
Phone
2027375476
Signed
2017-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rose Maljanian
Formed
2000
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
80

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
100 LAKEFOREST BLVD STE 650, GAITHERSBURG, MD 20877-2609
Preparer
Clint Lehman CPA
Phone
3019489825
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The population health alliance (pha) is the industry's only multi stakeholder professional and trade association soley focused on population health. The organization has dozens of members representing stakeholders from across the health care eco system that seek to improve health outcomes, optimize medical and administrative spend and drive affordability. Through its robust advocacy, quality and research and education initiatives, the pha offers members a forum to advance shared learning and applied research to further innovation and establish best practices in the population health field. Visit http://www.populationhealthalliance.org to learn more.

Form 990, Page 2, Part III, Line 4A

An open invitationforum2017 to be held march 27,2017 was announced at the meeting.

Form 990, Part XI, Line 9

Forgiveness of debt 297,846

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IRS990/MissionDesc0THE POPULATION HEALTH ALLIANCE (PHA) IS THE INDUSTRY'S ONLY MULTI STAKEHOLDER PROFESSIONAL AND TRADE ASSOCIATION SOLEY FOCUSED ON POPULATION HEALTH. THE ORGANIZATION HAS DOZENS OF MEMBERS REPRESENTING STAKEHOLDERS FROM ACROSS THE HEALTH CARE ECO SYSTEM THAT SEEK TO IMPROVE HEALTH OUTCOMES, OPTIMIZE MEDICAL AND ADMINISTRATIVE SPEND AND DRIVE AFFORDABILITY. THROUGH ITS ROBUST ADVOCACY, QUALITY AND RESEARCH AND EDUCATION INITIATIVES, THE PHA OFFERS MEMBERS A FORUM TO ADVANCE SHARED LEARNING AND APPLIED RESEARCH TO FURTHER INNOVATION AND ESTABLISH BEST PRACTICES IN THE POPULATION HEALTH FIELD. VISIT HTTP://WWW.POPULATIONHEALTHALLIANCE.ORG TO LEARN MORE.
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IRS990/ProgramServiceRevenueGrp/Desc2CONF. REGIS. AND EXHIBITS
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE QUALITY AND RESEARCH COMMITTEE LAUNCHED A NEW MULTI-STAKEHOLDER INITIATIVE ON SOCIAL DETERMINANTS OF HEALTH INCLUDING ANALYTICS AND TECHNOLOGY TO SUPPORT POPULATION HEALTH INITIATIVES. THE GROUP ALSO REGULARLY PROVIDES ADVISEMENT TO NUMEROUS OTHER QUALITY INITIATIVES AND REPRESENTS PHA ON EXTERNAL QUALITY MATTERS RELATED TO MEASUREMENT AND EVALUATION AND BEST PRACTICES RELATED TO POPULATION HEALTH. THE GOVERNMENT AFFAIRS COMMITTEE CONTINUED TO CONVENE AND ADDRESS POLICY ISSUES ACROSS MEMBER AREAS OF INTEREST TO INCLUDE BUT NOT LIMITED TO EMPLOYEE WELLNESS, MEDICARE AND MEDICARE ADVANTAGE, AND MEDICAID AND VULNERABLE POPULATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE POPULATION HEALTH ALLIANCE (PHA) IS THE INDUSTRY'S ONLY MULTI STAKEHOLDER PROFESSIONAL AND TRADE ASSOCIATION SOLEY FOCUSED ON POPULATION HEALTH. THE ORGANIZATION HAS DOZENS OF MEMBERS REPRESENTING STAKEHOLDERS FROM ACROSS THE HEALTH CARE ECO SYSTEM THAT SEEK TO IMPROVE HEALTH OUTCOMES, OPTIMIZE MEDICAL AND ADMINISTRATIVE SPEND AND DRIVE AFFORDABILITY. THROUGH ITS ROBUST ADVOCACY, QUALITY AND RESEARCH AND EDUCATION INITIATIVES, THE PHA OFFERS MEMBERS A FORUM TO ADVANCE SHARED LEARNING AND APPLIED RESEARCH TO FURTHER INNOVATION AND ESTABLISH BEST PRACTICES IN THE POPULATION HEALTH FIELD. VISIT HTTP://WWW.POPULATIONHEALTHALLIANCE.ORG TO LEARN MORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN OPEN INVITATIONFORUM2017 TO BE HELD MARCH 27,2017 WAS ANNOUNCED AT THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATION ARE INVITED TO PARTICIPATE IN THE ANNUAL MEMBERSHIP MEETING. DURING THIS MEETING, MEMBERS VOTE TO APPROVE THE SLATE OF OFFICERS AND BOARD MEMBERS, AND ANY BY-LAW CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHAIR SHALL BE ELECTED TO A TWO-YEAR TERM. OTHER OFFICERS, EXCEPT FOR THE PRESIDENT AND CEO SHALL BE ELECTED ANNUALLY BY THE MEMBERS OF THE ASSOCIATION AND SHALL TAKE OFFICE UPON THE CONCLUSION OF THE ANNUAL MEETING. EACH OFFICER SHALL HOLD HIS/HER OFFICE UNTIL HE/SHE SHALL RESIGN OR SHALL BE REMOVED OR OTHERWISE DISQUALIFIED TO SERVE, OR HIS/HERSUCCESSOR SHALL BE ELECTED AND QUALIFIED. THE SECRETARY AND TREASURER MAY SERVE UP TO THREE (3) CONSECUTIVE ONE-YEAR TERMS, IF SO NOMINATED BY THE NOMINATING COMMITTEE AND APPROVED BY THE VOTE OF THE MEMBERSHIP. THE IMMEDIATE PAST CHAIR SHALL SERVE IN THE FIRST YEAR OF THE NEW CHAIR TERM OF OFFICE AND THE CHAIR-ELECT SHALL SERVE IN THE SECOND YEAR OF THE CHAIR'S TERM OF OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS HAVE TO RATIFY THE GOVERNING BODIES' RECOMMENDATION FOR OFFICERS AND BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS PREPARED BY THE ALLIANCE'S ACCOUNTANTS WITH SUPPORTING DOCUMENTATION PROVIDED BY MANAGEMENT. THE COMPLETED FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT BEFRE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECRETARY OR CHAIR REVIEWS ANTITRUST AND CONFLICT OF INTEREST POLICY. IN ADDITION, BOARD MEMBERS ARE ASKED TO SIGN THE CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD CHAIR CONDUCTS ANNUAL PERFORMANCE REVIEWS OF OTHER OFFICERS AND KEY EMPLOYEES AND SUBMITS COMPENSATION ADJUSTMENTS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ALLIANCE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLCIY AND FINANICAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FORGIVENESS OF DEBT 297,846
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE MALJANIAN
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARE CONTINUUM ALLIANCE INC
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ReturnHeader/PreparerPersonGrp/PhoneNum03019489825
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINT LEHMAN CPA
ReturnHeader/ReturnTs02017-04-04T22:35:02+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31

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