Civic Intelligence

Daniel Hanley Center for Health Leadersh

EIN 20-4271488 • 501(c)3 • Portland, ME

Profile

To improve leadership in maine healthcare.

PO Box 4606Portland, ME 04112

www.hanleyleadership.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

99th percentile

$160,549

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$1

Up $1 from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$0

Down $647,145 (-100%) from 2022

Expenses

Down

$0

Down $675,012 (-100%) from 2022

Net Income

Up

$0

Up $27,867 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $199,718Liabilities 2010: $0Net Assets 2010: $199,7182010Assets 2011: $254,374Liabilities 2011: $25,774Net Assets 2011: $228,6002011Assets 2012: $427,547Liabilities 2012: $30,414Net Assets 2012: $397,1332012Assets 2013: $415,125Liabilities 2013: $52,150Net Assets 2013: $362,9752013Assets 2014: $420,154Liabilities 2014: $17,381Net Assets 2014: $402,7732014Assets 2015: $571,690Liabilities 2015: $74,174Net Assets 2015: $497,5162015Assets 2016: $588,620Liabilities 2016: $98,083Net Assets 2016: $490,5372016Assets 2017: $525,083Liabilities 2017: $34,548Net Assets 2017: $490,5352017Assets 2018: $409,128Liabilities 2018: $16,979Net Assets 2018: $392,1492018Assets 2019: $398,125Liabilities 2019: $7,343Net Assets 2019: $390,7822019Assets 2020: $383,288Liabilities 2020: $114,044Net Assets 2020: $269,2442020Assets 2021: $464,807Liabilities 2021: $3,075Net Assets 2021: $461,7322021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $1Liabilities 2023: $02023

Highlighted filing

2023

Assets$1
Liabilities$0
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $312,0712010Revenue 2011: $434,765Expenses 2011: $475,078Net Income 2011: -$40,3132011Expenses 2012: $919,5962012Revenue 2013: $929,842Expenses 2013: $964,000Net Income 2013: -$34,1582013Revenue 2014: $955,960Expenses 2014: $916,162Net Income 2014: $39,7982014Revenue 2015: $1,193,832Expenses 2015: $1,099,089Net Income 2015: $94,7432015Revenue 2016: $919,710Expenses 2016: $926,689Net Income 2016: -$6,9792016Revenue 2017: $1,030,648Expenses 2017: $1,030,650Net Income 2017: -$22017Revenue 2018: $703,320Expenses 2018: $801,706Net Income 2018: -$98,3862018Revenue 2019: $978,798Expenses 2019: $980,165Net Income 2019: -$1,3672019Revenue 2020: $542,196Expenses 2020: $663,734Net Income 2020: -$121,5382020Revenue 2021: $926,416Expenses 2021: $733,928Net Income 2021: $192,4882021Revenue 2022: $647,145Expenses 2022: $675,012Net Income 2022: -$27,8672022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.65$0.68$0.03
2021Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.93$0.73$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.11$0.27$0.54$0.66$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.01$0.39$0.98$0.98$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.02$0.39$0.70$0.80$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.03$0.49$1.03$1.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.10$0.49$0.92$0.93$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.07$0.50$1.19$1.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.96$0.92$0.04
2013Summary only. Only limited summary data is available for this year.$0.42$0.05$0.36$0.93$0.96$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.03$0.40$0.92
2011Summary only. Only limited summary data is available for this year.$0.25$0.03$0.23$0.43$0.48$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.31
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$647,145
Mission and Program Overview

Mission

To improve leadership in maine healthcare.

To inspire and grow collaborative leaders to solve today's health challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$263,371--
Savings and Temporary Cash Investments$87,256--
Accounts Receivable$70,680--
Pledges and Grants Receivable$43,500--
Total Assets$464,807$0▼ $464,807
Liabilities
Accounts Payable and Accrued Expenses$3,075--
Total Liabilities$3,075$0▼ $3,075
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$314,465--
Net Assets With Donor Restrictions$147,267--
Total Net Assets Fund Balance$461,732$0▼ $461,732
Total Liabilities and Net Assets / Fund Balance$464,807$0▼ $464,807
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judiann SmithExecutive DiFT$150,319$10,230$160,549
Judiann SmithExecutive Director-$150,319$10,230$160,549
Revenue and Support

Revenue Composition

Contributions and Grants
$101,950
Program Service Revenue
$545,007
Investment Income
$188
Other Revenue
$0
All Other Contributions
$101,950
Change in Net Assets
$-27,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$388,896
Other Expenses$286,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$154,759$19,657-$174,416
Current Officers, Directors, Trustees, and Key Employees$120,412$40,137-$160,549
Fees for Services Other$112,993--$112,993
Payroll Taxes$19,674$6,512-$26,186
Other Employee Benefits$14,240$4,559-$18,799
Fees for Services Accounting-$14,298-$14,298
Travel$9,028$2,702-$11,730
All Other Expenses$5,339$6,078-$11,417
Pension Plan Contributions$6,687$2,259-$8,946
Occupancy$4,476--$4,476
Other Expenses$2,594$1,809-$4,403
Office Expenses$2,053$1,661-$3,714
Insurance-$1,501-$1,501
Information Technology-$507-$507
Total Functional Expenses$553,330$121,682$0$675,012
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Sean hanley john benoit chair director relatives

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

SEAN HANLEY

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

The organization has a written conflict of interest policy. Board members are required to disclose annually interest that could give rise to conflicts.

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

The full board is annually electronically surveyed with regard to the prior year executive director's performance. The results of the performance review survey are reviewed by the executive committee. The executive committee makes a recommendation to the full board with regard to any change in compensation. If changes are agreed upon, the board chair communicates those changes to the executive director and the coordinator of finance & administration for implementation.

Form 990, Page 6, Part VI, Line 18

The center makes its form 1023 and form 990 available for public inspection upon request.

Form 990, Page 6, Part VI, Line 19

The center makes its governing documents, policies and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Daniel Hanley Center for Health Lea
EIN
20-4271488
Phone
2076156253
Address
PO BOX 4606, PORTLAND, ME 04112

Signing Officer

Name
Judiann Smith
Title
Executive Director
Phone
2076156253
Signed
2023-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judiann Smith
Formed
2005
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
5

Preparer

Firm
The Swanson Group LLC
Address
838 MAIN STREET, WESTBROOK, ME 04092-2847
Preparer
Tabitha C Swanson CPA
Phone
2073703490
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 3

The hanley center transferred all of its assets and liabilities to maine medical education trust effective december 31, 2022 and dissolved afterwards.

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

Maine's physician executive leadership institute (peli) provides two distinct leadership development courses that cover the same core competencies at different levels of depth and with different experiential learning opportunities. The peli foundational course brings together physicians, nurse practitioners and physician assistants within an organization or across related organizations to learn theory, tools and skills regarding both management and leadership, customized to the hosting healthcare entity's needs. The peli foundational course occurs over six sessions spread across 10-12 months and provides 40 category one cmes to participants. The peli advanced course is an intensive, national caliber professional development experience. The physician participants who complete the advanced course leave with a significantly enhanced capacity to lead healthcare organizations toward achieving the triple aim: improved patient experience, improved health outcome and lower healthcare costs. The peli advanced course occurs over six residential sessions spread across 12 months and provides 80 category one cpes to participants.

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

The daniel hanley center for health leadership conducts other programs, including convening stakeholders for collaborative solutions in forums and other meetings, an undergraduate leadership internship program, and a dyad leadership development course.

Form 990, Part IX, Line 11G

Consultants 500 0 0 consultants 29,080 0 0 consultants 83,413 0 0 total 112,993 0 0

Form 990, Part XI, Line 9

-433,865

Raw XML AppendixShowing 400 of 508 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE HEALTH LEADERSHIP DEVELOPMENT PROGRAM (HLD) BRINGS TOGETHER A DIVERSE MIX OF EXPERIENCED LEADERS FROM A WIDE RANGE OF HEALTH AND HEALTHCARE SETTINGS AND PROFESSIONS TO BUILD THEIR INDIVIDUAL COLLABORATIVE LEADERSHIP SKILLS AND PREPARE THEM TO LEAD EFFORTS AIMED AT IMPROVING THE QUALITY OF OUR HEALTHCARE DELIVERY SYSTEM. WHILE THE PARTICIPANTS COME FROM DIFFERENT BACKGROUNDS AND COMMUNITIES, THEY SHARE A DEEP COMMITMENT TO MAKING A DIFFERENCE IN MAINE. GRADUATES OF THIS PROGRAM BRING NEW FACILITATIVE LEADERSHIP SKILLS AND TOOLS BACK TO THEIR HOME ORGANIZATIONS AND COMMUNITIES ENABLING IMPROVED COLLABORATION, TEAMWORK AND TRANSPARENCY TO FURTHER THEIR WORK.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE DANIEL HANLEY CENTER FOR HEALTH LEADERSHIP CONDUCTS OTHER PROGRAMS, INCLUDING CONVENING STAKEHOLDERS FOR COLLABORATIVE SOLUTIONS IN FORUMS AND OTHER MEETINGS, AN UNDERGRADUATE LEADERSHIP INTERNSHIP PROGRAM, AND A DYAD LEADERSHIP DEVELOPMENT COURSE.
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IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0MAINE MEDICAL EDUCATION TRUST
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IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm2MAINE MEDICAL EDUCATION TRUST
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0MANCHESTER
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1MANCHESTER
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES OF HANLEY CENTER WILL BECOME EMPLOYEES OF MAINE MEDICAL EDUCATION TRUST. ANDREW MACLEAN HAS BEEN A DIRECTOR OF BOTH ORGANIZATIONS.

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