Civic Intelligence

Center for Quality Systems Improvement

990 • Fiscal year 2018 • EIN 26-0443177

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
1688 Orvietto DriveRoseville, CA 95661

(916) 772-6090

Siviq Scores

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

Liabilities / Assets

69th percentile

0.26x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.11x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

59th percentile

6.4%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$342,444

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

5.2%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,362,963

Up $467,232 (+52%) from 2016

Net Assets

Up

$1,007,356

Up $437,748 (+77%) from 2016

Liabilities

Up

$355,607

Up $29,484 (+9.0%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin59th percentile

Revenue

Up

$3,200,349

Up $317,361 (+11%) from 2016

Expenses

Up

$2,994,159

Up $192,636 (+6.9%) from 2016

Net Income

Up

$206,190

Up $124,725 (+153%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,114,990Liabilities 2010: $837,664Net Assets 2010: $277,3262010Assets 2011: $1,366,708Liabilities 2011: $1,204,015Net Assets 2011: $162,6932011Assets 2012: $1,567,078Liabilities 2012: $1,234,496Net Assets 2012: $332,5822012Assets 2013: $1,296,868Liabilities 2013: $683,312Net Assets 2013: $613,5562013Assets 2014: $1,392,665Liabilities 2014: $95,726Net Assets 2014: $1,296,9392014Assets 2015: $698,205Liabilities 2015: $210,062Net Assets 2015: $488,1432015Assets 2016: $895,731Liabilities 2016: $326,123Net Assets 2016: $569,6082016Assets 2018: $1,362,963Liabilities 2018: $355,607Net Assets 2018: $1,007,3562018Assets 2019: $1,259,416Liabilities 2019: $171,231Net Assets 2019: $1,088,1852019Assets 2020: $1,095,049Liabilities 2020: $216,132Net Assets 2020: $878,9172020Assets 2021: $1,341,904Liabilities 2021: $354,720Net Assets 2021: $987,1842021Assets 2024: $1,148,050Liabilities 2024: $150,000Net Assets 2024: $998,0502024

Highlighted filing

2018

Assets$1,362,963
Liabilities$355,607
Net Assets$1,007,356
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,634,1782010Expenses 2011: $1,652,8062011Expenses 2012: $3,091,8962012Revenue 2013: $3,690,641Expenses 2013: $3,409,667Net Income 2013: $280,9742013Revenue 2014: $3,335,157Expenses 2014: $2,651,774Net Income 2014: $683,3832014Revenue 2015: $1,193,060Expenses 2015: $1,400,859Net Income 2015: -$207,7992015Revenue 2016: $2,882,988Expenses 2016: $2,801,523Net Income 2016: $81,4652016Revenue 2018: $3,200,349Expenses 2018: $2,994,159Net Income 2018: $206,1902018Revenue 2019: $2,225,786Expenses 2019: $2,144,957Net Income 2019: $80,8292019Revenue 2020: $1,332,949Expenses 2020: $1,556,097Net Income 2020: -$223,1482020Revenue 2021: $1,785,342Expenses 2021: $1,692,765Net Income 2021: $92,5772021Revenue 2024: $87,910Expenses 2024: $387,085Net Income 2024: -$299,1752024

Highlighted filing

2018

Revenue$3,200,349
Expenses$2,994,159
Net Income$206,190
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,200,349
Mission and Program Overview

Mission

We are dedicated to improving health care at the local, regional and nation level. We work collaboratively with hospitals, hospital associations, and others who seek our expertise and support as they work toward improving quality and reducing patient harm.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$703,411$568,340▼ $135,071
Cash and Non-Interest-Bearing Accounts$406,245$529,427▲ $123,182
Investments in Publicly Traded Securities-$250,196-
Total Assets$1,109,656$1,362,963▲ $253,307
Other Assets Total-$15,000-
Liabilities
Accounts Payable and Accrued Expenses$253,218$355,607▲ $102,389
Deferred Revenue$55,272--
Total Liabilities$308,490$355,607▲ $47,117
Net Assets / Fund Balance
Unrestricted Net Assets$801,166$1,007,356▲ $206,190
Total Net Assets Fund Balance$801,166$1,007,356▲ $206,190
Total Liabilities and Net Assets / Fund Balance$1,109,656$1,362,963▲ $253,307
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pat TeskeChief Implementation OfficerFT$342,444$342,444
Pat Teske--$342,444$342,444

Board Members and Trustees

NameTitle
Sue MurphyBoard Chair
Bruce SpurlockPresident
Cheryl DambergDirector
Jane SwansonDirector
Jason ByrdDirector
Ron WhitingDirector
Marsha ChanChief Administrative Officer
Mark ErathTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Steve TremainConsulting Services1688 ORVIETTO DRIVE, Roseville, CA 95661$663,988
Pat TeskeConsulting Services308 S ORANGE GROVE BLVD, Pasadena, CA 91105$342,444
Convergence HealthConsulting Services4929 RUPURT LANE, La Canada Flintridge, CA 91011$324,500
Jackie ConradConsulting Services367 SILAS COURT, Benecia, CA 94510$305,945
-Consulting ServicesPO BOX 714, Beverly Shores, IN 46301$242,726
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,199,946
Investment Income
$403
Other Revenue
$0
Change in Net Assets
$206,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,200,349
Total Revenue per Audited Statements
$3,200,349
Total Revenue per Form 990
$3,200,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,994,159
Total Fundraising Expense$217,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$2,416,701$271,434$206,775$2,894,910
Travel$17,707$13,620$9,790$41,117
Fees for Services Accounting$0$37,303$0$37,303
Information Technology$1,009$7,577$1,434$10,020
Fees for Services Legal$0$5,512$0$5,512
Insurance$0$2,945$0$2,945
Office Expenses$1,742$0$0$1,742
Other Expenses$0$610$0$610
Total Functional Expenses$2,437,159$339,001$217,999$2,994,159

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,994,159
Total Expenses per Audited Statements$2,994,159
Total Expenses per Form 990$2,994,159
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Director, OfficerConsulting ServicesNo$663,988
-Chief Administrative OfficerConsulting ServicesNo$324,500
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Center for Quality Systems Improvement
EIN
26-0443177
Phone
9167726090
Address
1688 ORVIETTO DRIVE, ROSEVILLE, CA 95661
Doing Business As
Cynosure Health

Signing Officer

Name
Bruce Spurlock
Title
Executive Director
Phone
9167726090
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Spurlock
Formed
2007
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
Michelle E Phillips
Address
313 Judah St Ste 4, Roseville, CA 95678
Preparer
Michelle E Phillips
Phone
9167740351
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The board of directors reviews the form 990 prior to submission.”

Pt VI, Line 12C

“Conflicts of interest are required to be disclosed on a yearly basis.”

Pt VI, Line 15A

“The budget is created for all expenses, including contractors and the funding foundations approve the budgets.”

Pt VI, Line 15B

“The board reviews comparable salaries for leased contractors and approved rates after determining they were market based.”

Pt VI, Line 19

“The governing documents, conflict of interest policy and financials are available upon request.”

Pt XI

“Release of temporarily restricted net assets”

Pt VI, Line 3

“Management duties are performed by bruce spurlock of convergence health, pat teske and marsha chan of mcc health care consulting.”

Form 990, Part IX, Line 24E

“Administrative services 78463. 39231. 39232. 0.”

Form 990, Part IX, Line 24E

“Board meeting 29192. 0. 29192. 0.”

Form 990, Part IX, Line 24E

“Business development 72361. 0. 0. 72361.”

Form 990, Part IX, Line 24E

“Contractors - other 2052547. 1949019. 57643. 45885.”

Form 990, Part IX, Line 24E

“Contractors - related party 662347. 428451. 145367. 88529.”

Raw XML AppendixShowing 400 of 500 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/NetAssetsOrFundBalancesBOYAmt0801166
IRS990/NetAssetsOrFundBalancesEOYAmt01007356
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01742
IRS990/OfficeExpensesGrp/TotalAmt01742
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt015000
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0610
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt0610
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRUCE SPURLOCK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03199946
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0NEW YORK STATE HEALTH FOUNDATION ENGAGING HEALTH CARE CONSUMERS THROUGH NETWORK ACCESSIBILITY AND PERFORMANCE - SEE ATTACHED PROGRAM SERVICE DESCRIPTION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0132831
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0140763
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0140763
IRS990/ProgSrvcAccomActy3Grp/Desc0NCD AND NCD 3.0 - SEE ATTACHED PROGRAM SERVICE DESCRIPTION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt042000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt048000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0145980
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0145
IRS990/PYOtherExpensesAmt02810018
IRS990/PYProgramServiceRevenueAmt02895451
IRS990/PYRevenuesLessExpensesAmt0231558
IRS990/PYTotalExpensesAmt02810018
IRS990/PYTotalRevenueAmt03041576
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0206190
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03010929
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: TIPPING POINT GRANT 2014: 0. 2015: 0. Description: READMISSIONS LEARNING COMMUNITY GRANT 2014: 0. 2015: 0. Description: MOORE FOUNDATION CONTRIBUTION 2014: 0. 2015: 0. Description: PIXCEL 2014: 0. 2015: 0. Description: MOORE ARC 2.0 2014: 370357. 2015: 20222. Description: MOORE-SAC 2014: 74689. 2015: 90484. Description: MOORE-BOOK 2014: 0. 2015: 260721. Description: MOORE AFTER ARC 2014: 0. 2015: 255752. Description: NYS HEALTH FOUNDATION 2016: 60969. 2017: 145449.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt089497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0145
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01301
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03199946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02895451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02819496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0529256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02198316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011642465
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0145
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02340
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0145449
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt060969
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0627179
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0445046
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01278643
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.90190
IRS990ScheduleA/PublicSupportPY509Pct00.82720
IRS990ScheduleA/PublicSupportTotal509Amt011771150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03199946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02895982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02821996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0565413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02287813
IRS990ScheduleA/Total509Grp/TotalAmt011771150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013052133
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02994159
IRS990ScheduleD/RevenueSubtotalAmt03200349
IRS990ScheduleD/TotalExpensesPerForm990Amt02994159
IRS990ScheduleD/TotalRevenuePerForm990Amt03200349
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03200349
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02994159
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0342444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAT TESKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0342444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CONVERGENCE HEALTH CONSULTING - BRUCE SPURLOCK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1MCC HEALTH CARE CONSULTING - MARSHA CHAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR, OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1CHIEF ADMINISTRATIVE OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0663988
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1324500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CONSULTING SERVICES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED ON A YEARLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BUDGET IS CREATED FOR ALL EXPENSES, INCLUDING CONTRACTORS AND THE FUNDING FOUNDATIONS APPROVE THE BUDGETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS COMPARABLE SALARIES FOR LEASED CONTRACTORS AND APPROVED RATES AFTER DETERMINING THEY WERE MARKET BASED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RELEASE OF TEMPORARILY RESTRICTED NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MANAGEMENT DUTIES ARE PERFORMED BY BRUCE SPURLOCK OF CONVERGENCE HEALTH, PAT TESKE AND MARSHA CHAN OF MCC HEALTH CARE CONSULTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE SERVICES 78463. 39231. 39232. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARD MEETING 29192. 0. 29192. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BUSINESS DEVELOPMENT 72361. 0. 0. 72361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CONTRACTORS - OTHER 2052547. 1949019. 57643. 45885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CONTRACTORS - RELATED PARTY 662347. 428451. 145367. 88529.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,362,963
Liabilities
$355,607
Net assets
$1,007,356
Revenue
$3,200,349
Expenses
$2,994,159
Net income
$206,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.15$1.00$0.09$0.39$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.35$0.99$1.79$1.69$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.22$0.88$1.33$1.56$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.17$1.09$2.23$2.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.36$1.01$3.20$2.99$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.33$0.57$2.88$2.80$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.21$0.49$1.19$1.40$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.10$1.30$3.34$2.65$0.68
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.68$0.61$3.69$3.41$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.23$0.33$3.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$1.20$0.16$1.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.84$0.28$1.63