Civic Intelligence

Legacy Health Endowment

990 • Fiscal year 2017 • EIN 46-2670041

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 11, 2018

Organization ProfileLEGACYHEALTHENDOWMENT.ORG
2881 Geer Road Suite ATurlock, CA 95382

(209) 250-2312

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

65th percentile

$314,558

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

93rd percentile

36%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-61%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$49,663,462

Up $13,220,238 (+36%) from 2016

Net Assets

Up

$49,454,290

Up $13,021,352 (+36%) from 2016

Liabilities

Up

$209,172

Up $198,886 (+1934%) from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin98th percentile

Revenue

Down

$14,269,257

Down $22,715,382 (-61%) from 2016

Expenses

Up

$1,247,906

Up $1,120,668 (+881%) from 2016

Net Income

Down

$13,021,351

Down $23,836,050 (-65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$80M$60M$40M$20M$0Assets 2015: $172,862Liabilities 2015: $0Net Assets 2015: $172,8622015Assets 2016: $36,443,224Liabilities 2016: $10,286Net Assets 2016: $36,432,9382016Assets 2017: $49,663,462Liabilities 2017: $209,172Net Assets 2017: $49,454,2902017Assets 2018: $60,441,168Liabilities 2018: $1,738,014Net Assets 2018: $58,703,1542018Assets 2019: $57,986,560Liabilities 2019: $1,441,233Net Assets 2019: $56,545,3272019Assets 2020: $49,652,094Liabilities 2020: $1,233,756Net Assets 2020: $48,418,3382020Assets 2021: $66,905,823Liabilities 2021: $1,473,647Net Assets 2021: $65,432,1762021Assets 2022: $66,282,330Liabilities 2022: $1,444,325Net Assets 2022: $64,838,0052022Assets 2023: $57,362,665Liabilities 2023: $1,408,234Net Assets 2023: $55,954,4312023Assets 2024: $63,581,295Liabilities 2024: $1,122,024Net Assets 2024: $62,459,2712024Assets 2025: $62,089,196Liabilities 2025: $1,198,951Net Assets 2025: $60,890,2452025

Highlighted filing

2017

Assets$49,663,462
Liabilities$209,172
Net Assets$49,454,290
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2015: $278,880Expenses 2015: $106,018Net Income 2015: $172,8622015Revenue 2016: $36,984,639Expenses 2016: $127,238Net Income 2016: $36,857,4012016Revenue 2017: $14,269,257Expenses 2017: $1,247,906Net Income 2017: $13,021,3512017Revenue 2018: $7,186,180Expenses 2018: $3,882,973Net Income 2018: $3,303,2072018Revenue 2019: $2,584,509Expenses 2019: $3,824,611Net Income 2019: -$1,240,1022019Revenue 2020: $1,469,645Expenses 2020: $3,420,354Net Income 2020: -$1,950,7092020Revenue 2021: $3,113,073Expenses 2021: $4,853,165Net Income 2021: -$1,740,0922021Revenue 2022: $6,087,135Expenses 2022: $5,226,553Net Income 2022: $860,5822022Revenue 2023: $2,616,848Expenses 2023: $4,819,491Net Income 2023: -$2,202,6432023Revenue 2024: $8,887,656Expenses 2024: $3,950,870Net Income 2024: $4,936,7862024Revenue 2025: $3,464,873Expenses 2025: $4,288,287Net Income 2025: -$823,4142025

Highlighted filing

2017

Revenue$14,269,257
Expenses$1,247,906
Net Income$13,021,351
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 11, 2018
Return Version
2016v3.0
Gross Receipts
$14,381,485
Mission and Program Overview

Mission

Funding to improve the health of the residents of the former emanuel medical center's service area, including grants to healthcare facilities and clinics to provide direct healthcare services and to improve access to healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,324,167$48,843,630▲ $32,519,463
Cash and Non-Interest-Bearing Accounts$20,119,056$709,644▼ $19,409,412
Land, Buildings, and Equipment, Net$0$100,752▲ $100,752
Total Assets$36,443,223$49,663,462▲ $13,220,239
Other Assets Total$0$9,436▲ $9,436
Liabilities
Grants Payable$0$200,000▲ $200,000
Accounts Payable and Accrued Expenses$10,286$8,759▼ $1,527
Other Liabilities$0$413▲ $413
Total Liabilities$10,286$209,172▲ $198,886
Net Assets / Fund Balance
Temporarily Rstr Net Assets$16,368,557$29,311,559▲ $12,943,002
Unrestricted Net Assets$20,064,380$20,142,731▲ $78,351
Total Net Assets Fund Balance$36,432,937$49,454,290▲ $13,021,353
Total Liabilities and Net Assets / Fund Balance$36,443,223$49,663,462▲ $13,220,239

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$100,752$4,889$105,641
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey LewisPresident & CEOFT$250,000$64,558$314,558

Board Members and Trustees

NameTitle
Jennifer LarsonChairman
Jim AhlemVice Chair
Arlon WatersonBoard Member
David DwightBoard Member
Jim PalliosBoard Member
Jonnie YorkBoard Member
Lisa RomeoBoard Member
Mark DavenportBoard Member
Marlene StanteBoard Member
Min WuBoard Member
Robert TriebschBoard Member
Bill GibbsSecretary
Larry AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,834,552
Program Service Revenue
$0
Investment Income
$1,434,705
Other Revenue
$0
All Other Contributions
$12,834,552
Change in Net Assets
$13,021,351

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,269,257
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,109,332
Total Revenue per Audited Statements
$17,378,589
Total Revenue per Form 990
$14,269,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$456,971
Grants and Similar Amounts Paid$400,000
Salaries, Compensation, and Employee Benefits$390,935
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$400,000--$400,000
Current Officers, Directors, Trustees, and Key Employees-$285,090-$285,090
Fees for Services Legal-$87,377-$87,377
Other Salaries and Wages-$44,739-$44,739
Other Employee Benefits-$43,863-$43,863
All Other Expenses-$42,775-$42,775
Advertising-$34,545-$34,545
Other Expenses-$18,279-$18,279
Travel-$17,712-$17,712
Payroll Taxes-$17,243-$17,243
Occupancy-$16,261-$16,261
Fees for Services Accounting-$14,340-$14,340
Insurance-$5,729-$5,729
Depreciation Depletion-$4,889-$4,889
Total Functional Expenses$400,000$847,906$0$1,247,906

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,247,905
Total Expenses per Audited Statements$1,247,905
Total Expenses per Form 990$1,247,905
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Castle Family HealthAtwater, CA-TO FUND DIRECT HEALTHCARE SERVICES FOR LOW-INCOME INDIVIDUALS WHO LIVE IN LHE'S SERVICE AREA AND ARE NOT ELIGIBLE FOR MEDI-CAL OR PRIVATE INSURANCE$125,000
Catholic CharitiesStockton, CA-TO FUND DIRECT HEALTHCARE SERVICES FOR LOW-INCOME INDIVIDUALS WHO LIVE IN LHE'S SERVICE AREA AND ARE NOT ELIGIBLE FOR MEDI-CAL OR PRIVATE INSURANCE$125,000
Golden Valley HealthModesto, CA-TO SUPPORT AN EMPLOYEE WELLNESS PROGRAM FOR GRANTEE'S EMPLOYEES AND THEIR FAMILIES.$75,000
Livingston Community HealthLivingston, CA-TO SUPPORT AN EMPLOYEE WELLNESS PROGRAM FOR GRANTEE'S EMPLOYEES AND THEIR FAMILIES.$75,000
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
-Owner of Kirk Larson Construction Is the Spouse of a TrusteeSee Schedule ONo$60,246
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liability$413
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
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, Section A, Line 7A

“The board members meet regularly to make decisions and elect new members as well.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed annually”

Form 990, Part VI, Section B, Line 12C

“The organization monitors on a yearly basis to enforce compliance with conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“In setting the compensation for its ceo, the board reviewed data and other information compiled by expert executive compensation consultants, its own research into compensation offered at comparable organizations, and the salary history and experience of the candidate. The board approved the final compensation package.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Legacy Health Endowment
EIN
46-2670041
Phone
2092502312
Address
2881 GEER ROAD SUITE A, TURLOCK, CA 95382

Signing Officer

Name
Jeffrey Lewis
Title
President & CEO
Phone
2092502315
Signed
2018-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Lewis
Formed
2014
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
1
Volunteers
0

Preparer

Firm
HILLBERG & CO CPA'S
Address
415 MITCHELL ST, TURLOCK, CA 95380
Preparer
Robert Hillberg
Phone
2096672406
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Audit committee of the board supervised and selected auditors as in prior year”

Form 990 Schedule L Part IV (D)

“In late calendar-year 2016, the organization solicited competing bids from local construction companies to renovate a conference room. After several companies declined to submit bids, the organization eventually received two final bids,one of which was from an independent and unrelated company, and the other of which was from a construction company owned by the spouse of a trustee. Without the participation of the interested trustee, the disinterested members of the board of trustees reviewed the competing bids and approved the bid from the trustee-affiliated company, after determining that this bid was approximately $4,000 lower and more detailed than the competing bid from the independent and unrelated business; that the transaction was for the organization's own benefit; that the terms of the selected bid represented fair market value, were fair and reasonable to the organization, and were not excessive; and that the organization could not have obtained a more advantageous arrangement with reasonable effort under the circumstances. The work was completed to a satisfactory degree early in calendar-year 2017.”

Raw XML AppendixShowing 400 of 513 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/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/InsuranceGrp/TotalAmt05729
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0947135
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0947135
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016324167
IRS990/InvestmentsPubTradedSecGrp/EOYAmt048843630
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04889
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0100752
IRS990/LandBldgEquipCostOrOtherBssAmt0105641
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0112228
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FUNDING TO IMPROVE THE HEALTH OF THE RESIDENTS OF THE FORMER EMANUEL MEDICAL CENTER'S SERVICE AREA, INCLUDING GRANTS TO HEALTHCARE FACILITIES AND CLINICS TO PROVIDE DIRECT HEALTHCARE SERVICES AND TO IMPROVE ACCESS TO HEALTHCARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036432937
IRS990/NetAssetsOrFundBalancesEOYAmt049454290
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0487570
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0487570
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016261
IRS990/OccupancyGrp/TotalAmt016261
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt09436
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043863
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043863
IRS990/OtherExpensesGrp/Desc0IND CONTRACTOR/CONSULTA
IRS990/OtherExpensesGrp/Desc1CEO SEARCH EXPENSE
IRS990/OtherExpensesGrp/Desc2RELOCATION/TEMP HOUSING
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0136325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140864
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt237875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt318279
IRS990/OtherExpensesGrp/TotalAmt0136325
IRS990/OtherExpensesGrp/TotalAmt140864
IRS990/OtherExpensesGrp/TotalAmt237875
IRS990/OtherExpensesGrp/TotalAmt318279
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0413
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044739
IRS990/OtherSalariesAndWagesGrp/TotalAmt044739
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017243
IRS990/PayrollTaxesGrp/TotalAmt017243
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036984639
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0127238
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036857401
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0127238
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt036984639
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt013021351
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012834552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036984639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0278880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt050098071
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt050098071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012834552
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036984639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0278880
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt050098071
IRS990ScheduleA/TotalSupportAmt050098071
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01247905
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03109332
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0100752
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04889
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105641
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0413
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt03109332
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt014269257
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0100752
IRS990ScheduleD/TotalExpensesPerForm990Amt01247905
IRS990ScheduleD/TotalLiabilityAmt0413
IRS990ScheduleD/TotalRevenuePerForm990Amt014269257
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017378589
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01247905
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt275000
IRS990ScheduleI/RecipientTable/CashGrantAmt375000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND DIRECT HEALTHCARE SERVICES FOR LOW-INCOME INDIVIDUALS WHO LIVE IN LHE'S SERVICE AREA AND ARE NOT ELIGIBLE FOR MEDI-CAL OR PRIVATE INSURANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FUND DIRECT HEALTHCARE SERVICES FOR LOW-INCOME INDIVIDUALS WHO LIVE IN LHE'S SERVICE AREA AND ARE NOT ELIGIBLE FOR MEDI-CAL OR PRIVATE INSURANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT AN EMPLOYEE WELLNESS PROGRAM FOR GRANTEE'S EMPLOYEES AND THEIR FAMILIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO SUPPORT AN EMPLOYEE WELLNESS PROGRAM FOR GRANTEE'S EMPLOYEES AND THEIR FAMILIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASTLE FAMILY HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOLDEN VALLEY HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LIVINGSTON COMMUNITY HEALTH
IRS990ScheduleI/RecipientTable/RecipientEIN0205864304
IRS990ScheduleI/RecipientTable/RecipientEIN1941629114
IRS990ScheduleI/RecipientTable/RecipientEIN2942196086
IRS990ScheduleI/RecipientTable/RecipientEIN3941719656
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03605 HOSPITAL ROAD SUITE H
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11106 NORTH EL DORADO STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2111 MODESTO AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31140 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ATWATER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MODESTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LIVINGSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295354
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395334
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0250000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt029468
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt035090
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY LEWIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0314558
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,663,462
Liabilities
$209,172
Net assets
$49,454,290
Revenue
$14,269,257
Expenses
$1,247,906
Net income
$13,021,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.1$1.20$60.9$3.46$4.29$0.82
2024Detailed filing. Detailed filing data is available for this year.$63.6$1.12$62.5$8.89$3.95$4.94
2023Detailed filing. Detailed filing data is available for this year.$57.4$1.41$56.0$2.62$4.82$2.20
2022Detailed filing. Detailed filing data is available for this year.$66.3$1.44$64.8$6.09$5.23$0.86
2021Detailed filing. Detailed filing data is available for this year.$66.9$1.47$65.4$3.11$4.85$1.74
2020Detailed filing. Detailed filing data is available for this year.$49.7$1.23$48.4$1.47$3.42$1.95
2019Detailed filing. Detailed filing data is available for this year.$58.0$1.44$56.5$2.58$3.82$1.24
2018Detailed filing. Detailed filing data is available for this year.$60.4$1.74$58.7$7.19$3.88$3.30
2017Detailed filing. Detailed filing data is available for this year.$49.7$0.21$49.5$14.3$1.25$13.0
2016Detailed filing. Detailed filing data is available for this year.$36.4$0.01$36.4$37.0$0.13$36.9
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.28$0.11$0.17