Civic Intelligence

Health Excel Foundation

990 • Fiscal year 2020 • EIN 20-8280364

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

Organization ProfileWWW.XIMEDFOUNDATION.ORG
9850 Genesee Avenue No 900LA Jolla, CA 92037

(858) 452-1279

Siviq Scores

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

Liabilities / Assets

98th percentile

4.83x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

100th percentile

1302.26x

Higher debt load relative to revenue than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-4244%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.0%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-92%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$21,824

Down $1,389 (-6.0%) from 2019

Net Assets

Down

-$83,659

Down $3,439 (-4.3%) from 2019

Liabilities

Up

$105,483

Up $2,050 (+2.0%) from 2019

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$81

Down $984 (-92%) from 2019

Expenses

Down

$3,519

Down $197 (-5.3%) from 2019

Net Income

Down

-$3,438

Down $787 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$200K$100K$0-$100KAssets 2010: $102,182Liabilities 2010: $41,352Net Assets 2010: $60,8302010Assets 2011: $144,173Liabilities 2011: $43,218Net Assets 2011: $100,9552011Assets 2012: $115,844Liabilities 2012: $93,952Net Assets 2012: $21,8922012Assets 2013: $153,031Liabilities 2013: $100,777Net Assets 2013: $52,2542013Assets 2014: $98,045Liabilities 2014: $102,977Net Assets 2014: -$4,9322014Assets 2015: $39,430Liabilities 2015: $108,405Net Assets 2015: -$68,9752015Assets 2016: $6,209Liabilities 2016: $91,330Net Assets 2016: -$85,1212016Assets 2017: $2,799Liabilities 2017: $92,550Net Assets 2017: -$89,7512017Assets 2018: $22,562Liabilities 2018: $100,131Net Assets 2018: -$77,5692018Assets 2019: $23,213Liabilities 2019: $103,433Net Assets 2019: -$80,2202019Assets 2020: $21,824Liabilities 2020: $105,483Net Assets 2020: -$83,6592020Assets 2021: $21,876Liabilities 2021: $105,997Net Assets 2021: -$84,1212021Assets 2022: $20,922Liabilities 2022: $106,038Net Assets 2022: -$85,1162022Assets 2023: $18,851Liabilities 2023: $0Net Assets 2023: $18,8512023Assets 2024: $17,596Liabilities 2024: $0Net Assets 2024: $17,5962024

Highlighted filing

2020

Assets$21,824
Liabilities$105,483
Net Assets-$83,659
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $10,2752010Expenses 2011: $44,8752011Expenses 2012: $134,0632012Revenue 2013: $4,000Expenses 2013: $20,074Net Income 2013: -$16,0742013Revenue 2014: $40,500Expenses 2014: $93,686Net Income 2014: -$53,1862014Revenue 2015: -$14,336Expenses 2015: $49,707Net Income 2015: -$64,0432015Revenue 2016: $18,016Expenses 2016: $34,162Net Income 2016: -$16,1462016Revenue 2017: $30,243Expenses 2017: $34,873Net Income 2017: -$4,6302017Revenue 2018: $20,056Expenses 2018: $7,874Net Income 2018: $12,1822018Revenue 2019: $1,065Expenses 2019: $3,716Net Income 2019: -$2,6512019Revenue 2020: $81Expenses 2020: $3,519Net Income 2020: -$3,4382020Revenue 2021: $52Expenses 2021: $514Net Income 2021: -$4622021Revenue 2022: $45Expenses 2022: $1,040Net Income 2022: -$9952022Revenue 2023: $119,748Expenses 2023: $15,781Net Income 2023: $103,9672023Revenue 2024: $0Expenses 2024: $1,255Net Income 2024: -$1,2552024

Highlighted filing

2020

Revenue$81
Expenses$3,519
Net Income-$3,438
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Gross Receipts
$81
Mission and Program Overview

Mission

To improve the health and delivery of health care to the public by supporting and promoting education, the dissemination of health care information, research and the development and use of health information technology and to carry on other charitable activities associated with such purposes as allowed by law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,213$21,824▼ $1,389
Total Assets$23,213$21,824▼ $1,389
Liabilities
Other Liabilities$103,433$105,483▲ $2,050
Total Liabilities$103,433$105,483▲ $2,050
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-80,220$-83,659▼ $3,439
Total Net Assets Fund Balance$-80,220$-83,659▼ $3,439
Total Liabilities and Net Assets / Fund Balance$23,213$21,824▼ $1,389
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Thomas SounheinCEO/president/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$81
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$81
Change in Net Assets
$-3,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,407-$2,407
Other Expenses-$939-$939
Fees for Services Legal-$173-$173
Total Functional Expenses$0$3,519$0$3,519
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Ximed Med Grp Inc$50,000
Due to Ximed Hospitalists, Inc$44,698
Due to Ximed Medical Group, Inc$10,785
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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, Part VI, Section B, Line 11B

“A copy of the form 990 is reviewed by teresa meserve, yvonne montelius and tom sounhein. After thorough review of the content, appropriate revisions are made by the accountants and the final draft is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, policies and financial statements available to the public only upon request.”

Filing and Contact Details

Filer

Filer Name
Health Excel Foundation
EIN
20-8280364
Phone
8584521279
Address
9850 GENESEE AVENUE NO 900, LA JOLLA, CA 92037

Signing Officer

Name
Thomas Sounhein
Title
President
Phone
8584521279
Signed
2021-09-28

Organization Details

Principal Officer
Thomas Sounhein
Formed
2007
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Jgd & Associates Llp
Address
9191 TOWNE CENTRE DRIVE 340, SAN DIEGO, CA 92122-1274
Preparer
Daniel P Schreiber
Phone
8585871000
Supplemental Narrative

Additional Explanations

Schedule R, Related Organizations

“Ximed medical group inc. Is a related organization with regards to ximed foundation. The trustees and officers of ximed medical group, inc. Have the authority to remove, replace, or appoint two members of the board of directors of ximed foundation. Moreover, the two entities share the same office space and operate in a somewhat coordinated manner.”

Raw XML Appendix312 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IMPROVE THE HEALTH AND DELIVERY OF HEALTH CARE TO THE PUBLIC BY SUPPORTING AND PROMOTING EDUCATION, THE DISSEMINATION OF HEALTH CARE INFORMATION, RESEARCH AND THE DEVELOPMENT AND USE OF HEALTH INFORMATION TECHNOLOGY AND TO CARRY ON OTHER CHARITABLE ACTIVITIES ASSOCIATED WITH SUCH PURPOSES AS ALLOWED BY LAW.
IRS990/AllOtherContributionsAmt081
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TOM SOUNHEIN
IRS990/BooksInCareOfDetail/PhoneNum08584521279
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09850 GENESEE AVENUE STE 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092037
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt023213
IRS990/CashNonInterestBearingGrp/EOYAmt021824
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt081
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03519
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-3438
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03519
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt081
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0IMPROVING THE HEALTH AND DELIVERY OF HEALTH CARE TO THE PUBLIC THROUGH EDUCATION, THE DISSEMINATION OF HEALTH CARE INFORMATION, RESEARCH, AND THE DEVELOPMENT AND USE OF HEALTH INFORMATON TECHNOLOGY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02407
IRS990/FeesForServicesAccountingGrp/TotalAmt02407
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0173
IRS990/FeesForServicesLegalGrp/TotalAmt0173
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS SOUNHEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/PRESIDENT/SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt081
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE HEALTH AND DELIVERY OF HEALTH CARE TO THE PUBLIC BY SUPPORTING AND PROMOTING EDUCATION, THE DISSEMINATION OF HEALTH CARE INFORMATION, RESEARCH AND THE DEVELOPMENT AND USE OF HEALTH INFORMATION TECHNOLOGY AND TO CARRY ON OTHER CHARITABLE ACTIVITIES ASSOCIATED WITH SUCH PURPOSES AS ALLOWED BY LAW.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-80220
IRS990/NetAssetsOrFundBalancesEOYAmt0-83659
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-80220
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-83659
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0WEBSITE HOSTING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0939
IRS990/OtherExpensesGrp/TotalAmt0939
IRS990/OtherLiabilitiesGrp/BOYAmt0103433
IRS990/OtherLiabilitiesGrp/EOYAmt0105483
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS SOUNHEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT PROVIDED FOR FULL NON-MEDICAL CARE TO CANCER PATIENTS IN THE COMMUNITY.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01065
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt03716
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2651
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03716
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01065
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-3438
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069461
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt069461
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018016
IRS990ScheduleA/Total509Grp/TotalAmt069461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020056
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069461
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO XIMED HOSPITALISTS, INC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO XIMED MEDICAL GROUP, INC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NOTE PAYABLE - XIMED MED GRP INC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0105483
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS REVIEWED BY TERESA MESERVE, YVONNE MONTELIUS AND TOM SOUNHEIN. AFTER THOROUGH REVIEW OF THE CONTENT, APPROPRIATE REVISIONS ARE MADE BY THE ACCOUNTANTS AND THE FINAL DRAFT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2XIMED MEDICAL GROUP INC. IS A RELATED ORGANIZATION WITH REGARDS TO XIMED FOUNDATION. THE TRUSTEES AND OFFICERS OF XIMED MEDICAL GROUP, INC. HAVE THE AUTHORITY TO REMOVE, REPLACE, OR APPOINT TWO MEMBERS OF THE BOARD OF DIRECTORS OF XIMED FOUNDATION. MOREOVER, THE TWO ENTITIES SHARE THE SAME OFFICE SPACE AND OPERATE IN A SOMEWHAT COORDINATED MANNER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE R, RELATED ORGANIZATIONS
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953486428
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HEALTH CARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0XIMED MEDICAL GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt09850 GENESEE AVENUE SUITE 900
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LA JOLLA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092037
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt110785
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SPECIFIC COST IDENTIFICATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1SPECIFIC COST IDENTIFICATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0XIMED MEDICAL GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1XIMED MEDICAL GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023213
IRS990/TotalAssetsEOYAmt021824
IRS990/TotalAssetsGrp/BOYAmt023213
IRS990/TotalAssetsGrp/EOYAmt021824
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt081
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03519
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03519
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0103433
IRS990/TotalLiabilitiesEOYAmt0105483
IRS990/TotalLiabilitiesGrp/BOYAmt0103433
IRS990/TotalLiabilitiesGrp/EOYAmt0105483
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-80220
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-83659
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021824
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09850 GENESEE AVENUE
IRS990/USAddress/CityNm0LA JOLLA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092037
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.XIMEDFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SOUNHEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08584521279
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH EXCEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0208280364
ReturnHeader/Filer/PhoneNum08584521279
ReturnHeader/Filer/USAddress/AddressLine1Txt09850 GENESEE AVENUE NO 900
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953132551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JGD & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09191 TOWNE CENTRE DRIVE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921221274
ReturnHeader/PreparerPersonGrp/PhoneNum08585871000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P SCHREIBER
ReturnHeader/ReturnTs02021-10-07T18:32:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOUNHEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,824
Liabilities
$105,483
Net assets
-$83,659
Revenue
$81
Expenses
$3,519
Net income
-$3,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.00$0.01$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$1.20$0.16$1.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$1.06$0.85$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$1.06$0.84$0.00$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.22$1.05$0.84$0.00$0.04$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$1.03$0.80$0.01$0.04$0.03
2018Summary only. Only limited summary data is available for this year.$0.23$1.00$0.78$0.20$0.08$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.93$0.90$0.30$0.35$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.91$0.85$0.18$0.34$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.39$1.08$0.69$0.14$0.50$0.64
2014Detailed filing. Detailed filing data is available for this year.$0.98$1.03$0.05$0.41$0.94$0.53
2013Detailed filing. Detailed filing data is available for this year.$1.53$1.01$0.52$0.04$0.20$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.94$0.22$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.43$1.01$0.45
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.41$0.61$0.10