Civic Intelligence

Insure the Uninsured Project

990 • Fiscal year 2018 • EIN 27-4159194

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 22, 2018

Organization Profileitup.org

View Organization Page

1107 9th StreetSacramento, CA 95814

(916) 226-3899

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

91st percentile

$218,590

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

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

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

91st percentile

69%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,379,168

Up $473,145 (+52%) from 2017

Net Assets

Up

$1,333,945

Up $452,735 (+51%) from 2017

Liabilities

Up

$45,223

Up $20,410 (+82%) from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Up

$1,687,153

Up $688,351 (+69%) from 2017

Expenses

Up

$1,234,418

Up $62,106 (+5.3%) from 2017

Net Income

Up

$452,735

Up $626,245 (+361%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $92,230Liabilities 2011: $13,710Net Assets 2011: $78,5202011Assets 2012: $1,342,388Liabilities 2012: $12,492Net Assets 2012: $1,329,8962012Assets 2013: $931,410Liabilities 2013: $25,627Net Assets 2013: $905,7832013Assets 2014: $1,263,525Liabilities 2014: $44,598Net Assets 2014: $1,218,9272014Assets 2015: $783,437Liabilities 2015: $23,364Net Assets 2015: $760,0732015Assets 2016: $1,074,537Liabilities 2016: $19,817Net Assets 2016: $1,054,7202016Assets 2017: $906,023Liabilities 2017: $24,813Net Assets 2017: $881,2102017Assets 2018: $1,379,168Liabilities 2018: $45,223Net Assets 2018: $1,333,9452018Assets 2019: $1,342,725Liabilities 2019: $46,662Net Assets 2019: $1,296,0632019Assets 2020: $1,257,020Liabilities 2020: $37,908Net Assets 2020: $1,219,1122020Assets 2021: $1,135,852Liabilities 2021: $177,994Net Assets 2021: $957,8582021Assets 2022: $1,199,622Liabilities 2022: $52,493Net Assets 2022: $1,147,1292022Assets 2023: $1,914,662Liabilities 2023: $70,063Net Assets 2023: $1,844,5992023Assets 2024: $1,335,532Liabilities 2024: $83,374Net Assets 2024: $1,252,1582024Assets 2025: $604,881Liabilities 2025: $80,309Net Assets 2025: $524,5722025

Highlighted filing

2018

Assets$1,379,168
Liabilities$45,223
Net Assets$1,333,945
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $262,7962011Expenses 2012: $788,2562012Expenses 2013: $971,1032013Revenue 2014: $1,356,506Expenses 2014: $1,043,362Net Income 2014: $313,1442014Revenue 2015: $622,933Expenses 2015: $1,081,787Net Income 2015: -$458,8542015Revenue 2016: $1,388,346Expenses 2016: $1,093,699Net Income 2016: $294,6472016Revenue 2017: $998,802Expenses 2017: $1,172,312Net Income 2017: -$173,5102017Revenue 2018: $1,687,153Expenses 2018: $1,234,418Net Income 2018: $452,7352018Revenue 2019: $1,186,977Expenses 2019: $1,224,859Net Income 2019: -$37,8822019Revenue 2020: $1,196,473Expenses 2020: $1,273,424Net Income 2020: -$76,9512020Revenue 2021: $757,531Expenses 2021: $1,018,785Net Income 2021: -$261,2542021Revenue 2022: $1,107,399Expenses 2022: $918,128Net Income 2022: $189,2712022Revenue 2023: $1,988,390Expenses 2023: $1,290,920Net Income 2023: $697,4702023Revenue 2024: $691,457Expenses 2024: $1,283,898Net Income 2024: -$592,4412024Revenue 2025: $555,022Expenses 2025: $1,282,608Net Income 2025: -$727,5862025

Highlighted filing

2018

Revenue$1,687,153
Expenses$1,234,418
Net Income$452,735
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Gross Receipts
$1,687,153
Mission and Program Overview

Mission

The mission of ITUP is to promote innovative and workable policy solutions that expand health care access and improve the health of Californians, through policy-focused research and broad-based stakeholder engagement.

Insure the Uninsured Project (ITUP) was established in 1996.The mission of ITUP is to promote innovative and workable policy solutions that expand health care access and improve the health of Californians, through policy-focused research and broad-based stakeholder engagement. As an independent facilitator and honest broker, ITUP seeks common ground among diverse stakeholders and establishes connections among health care payers, providers, government, and advocates. Based on policy research and real-world practical information from an extensive network of community health care leaders, ITUP educates and informs policymakers on policy challenges and opportunities, best practices from around the state, and innovative options to improve access and healthoutcomes. To advance the implementation of health reform in California, ITUP hosts an annual statewide conference in Sacramento and facilitates regional workgroups and statewide issue workgroups on topics affecting the health of California

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$870,876$916,312▲ $45,436
Pledges and Grants Receivable$16,250$438,765▲ $422,515
Prepaid Expenses and Deferred Charges$18,897$22,707▲ $3,810
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$906,023$1,379,168▲ $473,145
Other Assets Total-$1,384-
Liabilities
Other Liabilities$18,888$29,764▲ $10,876
Accounts Payable and Accrued Expenses$5,925$15,459▲ $9,534
Total Liabilities$24,813$45,223▲ $20,410
Net Assets / Fund Balance
Temporarily Rstr Net Assets$392,273$1,054,662▲ $662,389
Unrestricted Net Assets$488,937$279,283▼ $209,654
Total Net Assets Fund Balance$881,210$1,333,945▲ $452,735
Total Liabilities and Net Assets / Fund Balance$906,023$1,379,168▲ $473,145
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deborah KelchExecutive DirectorFT$218,590$218,590

Board Members and Trustees

NameTitle
John ArensmeyerChairman
Howard KahnDirector
Jim LottDirector
Richard ChambersDirector
Sharon Levine MDDirector
Sunita Mutha MDDirector
Tangerine BrighamDirector
Marian MulkeySecretary
Laura HoganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,465,150
Program Service Revenue
$222,003
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,465,150
Change in Net Assets
$452,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$788,972
Other Expenses$445,446
Total Fundraising Expense$94,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$314,135$83,872$44,223$442,230
Current Officers, Directors, Trustees, and Key Employees$174,872$21,859$21,859$218,590
Fees for Services Other$114,192$9,707$6,067$129,966
Other Employee Benefits$58,151$12,573$7,858$78,582
Occupancy$36,723$7,940$4,963$49,626
Payroll Taxes$36,682$7,931$4,957$49,570
Office Expenses$19,587$4,235$2,647$26,469
Travel$8,005$1,731$1,082$10,818
Insurance$5,691$1,231$769$7,691
Other Expenses$142$31$19$192
Total Functional Expenses$988,864$151,110$94,444$1,234,418
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Benefits Payable$29,764
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Line 11B: Form 990 Review Process

“Draft form 990 provided to board members via email for review and comment prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“According to ITUP's bylaws, no Director or Officer of ITUP shall be interested, directly or indirectly, in any contract or any other transaction with the entity unless such interests are disclosed in good faith and noted in ITUP's minutes, or such contract is authorized in good faith by a majority of the Board excluding the interested Directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“ITUP's Executive Committee reviews the compensation of the Executive Director and any other employees as the committee deems appropriate. Based on its review which includes consideration of comparable salaries at other non-profits, the committee recommends just and reasonable compensation to the Board.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Form 990 available on Guidestar.org or by written request to the organization.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Organization's governing documents and financial statements are available by written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Insure the Uninsured Project
EIN
27-4159194
Phone
9162263899
Address
1107 9th Street, Sacramento, CA 95814

Signing Officer

Name
Deborah Kelch
Title
Executive Director
Signed
2018-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Kelch
Formed
2010
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
11
Volunteers
11

Preparer

Firm
Stephanie Zill
Address
4095 E Santa Barbara Ave, Tucson, AZ 85711
Preparer
Stephanie Zill
Phone
2134227373
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“ITUP is a nonprofit organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code (Code) and California Revenue and Taxation Code Section 23701(d). Accordingly, no provision for federal or state income taxes is included in the financial statements.”

Raw XML AppendixShowing 400 of 484 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05925
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015459
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Insure the Uninsured Project (ITUP) was established in 1996.The mission of ITUP is to promote innovative and workable policy solutions that expand health care access and improve the health of Californians, through policy-focused research and broad-based stakeholder engagement. As an independent facilitator and honest broker, ITUP seeks common ground among diverse stakeholders and establishes connections among health care payers, providers, government, and advocates. Based on policy research and real-world practical information from an extensive network of community health care leaders, ITUP educates and informs policymakers on policy challenges and opportunities, best practices from around the state, and innovative options to improve access and healthoutcomes. To advance the implementation of health reform in California, ITUP hosts an annual statewide conference in Sacramento and facilitates regional workgroups and statewide issue workgroups on topics affecting the health of California
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01465150
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Deborah Kelch
IRS990/BooksInCareOfDetail/PhoneNum09162263899
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01107 9th Street Ste 1025
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0870876
IRS990/CashNonInterestBearingGrp/EOYAmt0916312
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt021859
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021859
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0174872
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0218590
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01465150
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0445446
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0222003
IRS990/CYRevenuesLessExpensesAmt0452735
IRS990/CYSalariesCompEmpBnftPaidAmt0788972
IRS990/CYTotalExpensesAmt01234418
IRS990/CYTotalFundraisingExpenseAmt094444
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01687153
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ITUP conducts independent health policy research, producing educational reports and data on the uninsured, insurance coverage and health reform topics. For 2017-2018, ITUP published 15 written reports and posted 27 blogs on the ITUP website. ITUP also provides independent, nonpartisan expert testimony and public presentations on health policy topics to educate policymakers, stakeholders and the media. ITUP offers technical assistance and consulting services on a contract basis to clinics, counties, health plans, and other interested parties.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0455715
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt06067
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09707
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0114192
IRS990/FeesForServicesOtherGrp/TotalAmt0129966
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Tangerine Brigham
IRS990/Form990PartVIISectionAGrp/PersonNm1Jim Lott
IRS990/Form990PartVIISectionAGrp/PersonNm2Sunita Mutha MD
IRS990/Form990PartVIISectionAGrp/PersonNm3Howard Kahn
IRS990/Form990PartVIISectionAGrp/PersonNm4John Arensmeyer
IRS990/Form990PartVIISectionAGrp/PersonNm5Sharon Levine MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Laura Hogan
IRS990/Form990PartVIISectionAGrp/PersonNm7Richard Chambers
IRS990/Form990PartVIISectionAGrp/PersonNm8Deborah Kelch
IRS990/Form990PartVIISectionAGrp/PersonNm9Marian Mulkey
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8218590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01687153
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0769
IRS990/InsuranceGrp/ManagementAndGeneralAmt01231
IRS990/InsuranceGrp/ProgramServicesAmt05691
IRS990/InsuranceGrp/TotalAmt07691
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt014
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of ITUP is to promote innovative and workable policy solutions that expand health care access and improve the health of Californians, through policy-focused research and broad-based stakeholder engagement.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0881210
IRS990/NetAssetsOrFundBalancesEOYAmt01333945
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04963
IRS990/OccupancyGrp/ManagementAndGeneralAmt07940
IRS990/OccupancyGrp/ProgramServicesAmt036723
IRS990/OccupancyGrp/TotalAmt049626
IRS990/OfficeExpensesGrp/FundraisingAmt02647
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04235
IRS990/OfficeExpensesGrp/ProgramServicesAmt019587
IRS990/OfficeExpensesGrp/TotalAmt026469
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt01384
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07858
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012573
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt058151
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078582
IRS990/OtherExpensesGrp/Desc0Conference Expense
IRS990/OtherExpensesGrp/Desc1Board & Staff Development
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt019
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031
IRS990/OtherExpensesGrp/ProgramServicesAmt0179317
IRS990/OtherExpensesGrp/ProgramServicesAmt139053
IRS990/OtherExpensesGrp/ProgramServicesAmt22314
IRS990/OtherExpensesGrp/ProgramServicesAmt3142
IRS990/OtherExpensesGrp/TotalAmt0179317
IRS990/OtherExpensesGrp/TotalAmt139053
IRS990/OtherExpensesGrp/TotalAmt22314
IRS990/OtherExpensesGrp/TotalAmt3192
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt018888
IRS990/OtherLiabilitiesGrp/EOYAmt029764
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Reimbursements
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044223
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083872
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0314135
IRS990/OtherSalariesAndWagesGrp/TotalAmt0442230
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04957
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07931
IRS990/PayrollTaxesGrp/ProgramServicesAmt036682
IRS990/PayrollTaxesGrp/TotalAmt049570
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt016250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0438765
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018897
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022707
IRS990/PrincipalOfficerNm0Deborah Kelch
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Conference Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0222003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0222003
IRS990/ProgSrvcAccomActy2Grp/Desc0On February 5-6, 2018, ITUP held the 22nd annual statewide ITUP conference, titled Advancing Health in California: No Matter What. The ITUP conference is an educational and networking opportunity for state and local health care leaders to hear from expert speakers and panelists about the state of health care and health reform in California. The 2018 ITUP conference reached an historic high of 825 registrants, outpacing the 2017 attendance record of 782 attendees.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0437802
IRS990/ProgSrvcAccomActy3Grp/Desc0Throughout the year, ITUP also conducts broad-based stakeholder covenings at the regional and statewide levels which provide a forum for attendees to discuss and share emerging health care issues, challenges, innovations, and best practices. In 2017-2018, ITUP convened 10 Regional Workgroups, 10 Behavioral Health Workgroups, two L.A. Health Collaboratives and two focused Issue Workgroups.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt095347
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0770963
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0512986
IRS990/PYOtherRevenueAmt03829
IRS990/PYProgramServiceRevenueAmt0224010
IRS990/PYRevenuesLessExpensesAmt0-173510
IRS990/PYSalariesCompEmpBnftPaidAmt0659326
IRS990/PYTotalExpensesAmt01172312
IRS990/PYTotalRevenueAmt0998802
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0452735
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01687153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0994973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01290624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0503500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01270500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05746750
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03829
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0930
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0635
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05394
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt05746750
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01687153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0994973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01290624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0503500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01270500
IRS990ScheduleA/Total509Grp/TotalAmt05746750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01687153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0998802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01290624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0504430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01271135
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05752144
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Employee Benefits Payable
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ITUP is a nonprofit organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code (Code) and California Revenue and Taxation Code Section 23701(d). Accordingly, no provision for federal or state income taxes is included in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt029764
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0218590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Deborah Kelch
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0218590
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Draft form 990 provided to board members via email for review and comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1According to ITUP's bylaws, no Director or Officer of ITUP shall be interested, directly or indirectly, in any contract or any other transaction with the entity unless such interests are disclosed in good faith and noted in ITUP's minutes, or such contract is authorized in good faith by a majority of the Board excluding the interested Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ITUP's Executive Committee reviews the compensation of the Executive Director and any other employees as the committee deems appropriate. Based on its review which includes consideration of comparable salaries at other non-profits, the committee recommends just and reasonable compensation to the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 available on Guidestar.org or by written request to the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Organization's governing documents and financial statements are available by written request to the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,379,168
Liabilities
$45,223
Net assets
$1,333,945
Revenue
$1,687,153
Expenses
$1,234,418
Net income
$452,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.08$0.52$0.56$1.28$0.73
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.08$1.25$0.69$1.28$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.07$1.84$1.99$1.29$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.05$1.15$1.11$0.92$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.18$0.96$0.76$1.02$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$1.20$1.27$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.05$1.30$1.19$1.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.05$1.33$1.69$1.23$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.88$1.00$1.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$1.39$1.09$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.62$1.08$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$1.36$1.04$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.03$0.91$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.01$1.33$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.01$0.08$0.26