Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Partnership for Achieving Total Health Inc.
990 • Fiscal year 2024 • EIN 46-4095371
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Higher debt load relative to revenue than 47% of similar nonprofits.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
96th percentile
Higher top officer pay than 96% of similar nonprofits.
Top officer pay equals 123.4% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
76th percentile
Faster revenue growth than 76% of similar nonprofits.
Balance Sheet
Assets
Up$631,435
Up $70,904 (+13%) from 2023
Net Assets
Up$629,543
Up $97,111 (+18%) from 2023
Liabilities
Down$1,892
Down $26,207 (-93%) from 2023
Revenue And Expenses
Revenue
Up$171,348
Up $44,598 (+35%) from 2023
Expenses
Up$74,237
Up $46,714 (+170%) from 2023
Net Income
Down$97,111
Down $2,116 (-2.1%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jan 16, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $171,348
Mission and Program Overview
Mission
The purpose of path is to support the louisiana public health institute through the collaborative efforts with the institute in health information, research, educational and training opportunities, and to promote positive health practices through collaboration in program initiatives and policy development, operating a health information exchange, and other activities.
The purpose of path is to advance the institute for healthcare (continued on schedule o) improvement triple aim for everyone, including vulnerable populations, through health information exchange. The triple aim is comprised of the following: 1) improve patient experience of care, 2) improve health of populations and 3) reduce the per capita cost of healthcare.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | - | $494,058 | - |
| Cash and Non-Interest-Bearing Accounts | $490,781 | $91,127 | ▼ $399,654 |
| Pledges and Grants Receivable | $69,750 | $46,250 | ▼ $23,500 |
| Total Assets | $560,531 | $631,435 | ▲ $70,904 |
| Liabilities | |||
| Other Liabilities | $27,384 | $1,177 | ▼ $26,207 |
| Accounts Payable and Accrued Expenses | $715 | $715 | → $0 |
| Total Liabilities | $28,099 | $1,892 | ▼ $26,207 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $532,432 | $629,543 | ▲ $97,111 |
| Total Net Assets Fund Balance | $532,432 | $629,543 | ▲ $97,111 |
| Total Liabilities and Net Assets / Fund Balance | $560,531 | $631,435 | ▲ $70,904 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Mark Keiser | Chairman |
| Gerralda Davis | Board Member |
| Meg Vitter | Board Member |
| Michael Andry | Board Member |
| Michael Griffin | Board Member |
| Rochelle Dunham | Board Member |
| Shirley Wade | Board Member |
| Shondra Williams | Board Member |
| Thomas Carton Phd | Executive Director/board |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $162,290
- Investment Income
- $9,058
- Other Revenue
- $0
- Change in Net Assets
- $97,111
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $71,975 |
| Salaries, Compensation, and Employee Benefits | $2,262 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $2,100 | $15 | - | $2,115 |
| Other Salaries and Wages | - | $1,885 | - | $1,885 |
| Travel | $1,300 | $69 | - | $1,369 |
| Fees for Services Management | - | $506 | - | $506 |
| Information Technology | $297 | - | - | $297 |
| Conferences and Meetings | - | $250 | - | $250 |
| Payroll Taxes | - | $141 | - | $141 |
| Pension Plan Contributions | - | $132 | - | $132 |
| Other Employee Benefits | - | $104 | - | $104 |
| Occupancy | - | $32 | - | $32 |
| Other Expenses | $67,250 | $3 | - | $3 |
| Total Functional Expenses | $70,947 | $3,290 | $0 | $74,237 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
| Liability | Amount |
|---|---|
| Due to Lphi | $1,177 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- Yes
Governance Explanations
Form 990, Part VI, Section A, Line 3
“Management, personnel, and support services were provided to path by lphi (ein:72-1379921), path's supported organization.”
Form 990, Part VI, Section A, Line 7A
“Path's supported organization, louisiana public health institute (lphi) may appoint additional members to the path board, provided that lphi appointees shall never comprise less than fifty-one percent of the path board.”
Form 990, Part VI, Section B, Line 11B
“The review of form 990 is scheduled at a quarterly board meeting. The independent board will review and approve form 990 before it is submitted to the internal revenue service. If the form 990 is due before the next scheduled board meeting, then a meeting is scheduled with the audit and finance committee. This committee will review and approve the form 990 prior to signatures and submission.”
Form 990, Part VI, Section B, Line 12C
“To ensure that the organization operates in a manner consistent with charitable purposes, the organization performs periodic reviews of the conflict of interest policy. Board members sign a conflict of interest form annually. The executive director and the lphi cfo reviews this to ensure no areas of concern. In addition, any conflicts of interest are discussed annually in the audit report and disclosed as applicable.”
Form 990, Part VI, Section B, Line 15
“Path does not have any top management officials, officers, or key employees. All management officials are employees of louisiana public health institute (ein: 72-1379921) and perform duties for path as well. Lphi has a compensation committee which reviews the compensation information, evaluates each job within the organization, and analyzes the relative worth compared to other jobs within the organization.”
Form 990, Part VI, Section C, Line 19
“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Partnership for Achieving Total
- EIN
- 46-4095371
- Phone
- 5043019800
- Address
- 400 POYDRAS STREET 1250, NEW ORLEANS, LA 70130
Signing Officer
- Name
- Thomas Carton
- Title
- Executive Director
- Phone
- 5043019800
- Signed
- 2025-01-16
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Thomas Carton
- Formed
- 2013
- Legal Domicile
- La
- Voting Board Members
- 9
- Independent Board Members
- 8
- Employees
- 0
- Volunteers
- 8
Preparer
- Firm
- Laporte Apac
- Address
- 111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
- Preparer
- John S Wiles CPA
- Phone
- 5048355522
Supplemental Narrative
Additional Explanations
FORM 990, PART V, LINE 2B:
“All compensation, including the executive director, is paid through louisiana public health institute, a related entity. Lphi has an independent compensation committee which reviews compensation information, evaluates job performance, and utilizes comparable data to set compensation. The process of determining executive compensation is contemporaneously documented”
Part XII, Line 2C
“This process has not changed from prior years.”
Financial Statement Notes
PART X, LINE 2:
“The organization follows the provisions of the accounting for uncertainty in income taxes topic of the codification, which clarifies the accounting and recognition for income tax positions taken or expected to be taken in the organization's income tax returns. Accounting principals generally accepted in the united states of america provide accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Penalties and interest assessed by income taxing authorities, if any, would be included in general and administrative expenses.”
Raw XML AppendixShowing 400 of 441 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/ActivityOrMissionDesc | 0 | THE PURPOSE OF PATH IS TO ADVANCE THE INSTITUTE FOR HEALTHCARE (CONTINUED ON SCHEDULE O) IMPROVEMENT TRIPLE AIM FOR EVERYONE, INCLUDING VULNERABLE POPULATIONS, THROUGH HEALTH INFORMATION EXCHANGE. THE TRIPLE AIM IS COMPRISED OF THE FOLLOWING: 1) IMPROVE PATIENT EXPERIENCE OF CARE, 2) IMPROVE HEALTH OF POPULATIONS AND 3) REDUCE THE PER CAPITA COST OF HEALTHCARE. |
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| IRS990/Desc | 0 | PATH OPERATES A REGIONAL HEALTH INFORMATION EXCHANGE WHICH IS A COMMUNITY SHARED HEALTH IT (HIT) INFRASTRUCTURE, LINKED TO ELECTRONIC HEALTH RECORDS AND HEALTH INFORMATION SYSTEMS OF COMMUNITY HEALTH CLINICS AND HOSPITALS TO FACILITATE CARE COORDINATION, CHRONIC DISEASE MANAGEMENT AND POPULATION HEALTH MANAGEMENT FOR THE GREATER NEW ORLEANS REGION. |
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| IRS990/MissionDesc | 0 | THE PURPOSE OF PATH IS TO SUPPORT THE LOUISIANA PUBLIC HEALTH INSTITUTE THROUGH THE COLLABORATIVE EFFORTS WITH THE INSTITUTE IN HEALTH INFORMATION, RESEARCH, EDUCATIONAL AND TRAINING OPPORTUNITIES, AND TO PROMOTE POSITIVE HEALTH PRACTICES (CONTINUED ON SCHEDULE O) THROUGH COLLABORATION IN PROGRAM INITIATIVES AND POLICY DEVELOPMENT, OPERATING A HEALTH INFORMATION EXCHANGE, AND OTHER ACTIVITIES. |
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| IRS990/PYOtherExpensesAmt | 0 | 17628 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
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| IRS990/PYTotalExpensesAmt | 0 | 27523 |
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| IRS990/PYTotalRevenueAmt | 0 | 126750 |
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| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | LOUISIANA PUBLIC HEALTH INSTITUTE |
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| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO LPHI |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE CODIFICATION, WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. ACCOUNTING PRINCIPALS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
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| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1177 |
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| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | ALL COMPENSATION, INCLUDING THE EXECUTIVE DIRECTOR, IS PAID THROUGH LOUISIANA PUBLIC HEALTH INSTITUTE, A RELATED ENTITY. LPHI HAS AN INDEPENDENT COMPENSATION COMMITTEE WHICH REVIEWS COMPENSATION INFORMATION, EVALUATES JOB PERFORMANCE, AND UTILIZES COMPARABLE DATA TO SET COMPENSATION. THE PROCESS OF DETERMINING EXECUTIVE COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALL COMPENSATION, INCLUDING THE EXECUTIVE DIRECTOR, IS PAID THROUGH LOUISIANA PUBLIC HEALTH INSTITUTE, A RELATED ENTITY. LPHI HAS AN INDEPENDENT COMPENSATION COMMITTEE WHICH REVIEWS COMPENSATION INFORMATION, EVALUATES JOB PERFORMANCE, AND UTILIZES COMPARABLE DATA TO SET COMPENSATION. THE PROCESS OF DETERMINING EXECUTIVE COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MANAGEMENT, PERSONNEL, AND SUPPORT SERVICES WERE PROVIDED TO PATH BY LPHI (EIN:72-1379921), PATH'S SUPPORTED ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PATH'S SUPPORTED ORGANIZATION, LOUISIANA PUBLIC HEALTH INSTITUTE (LPHI) MAY APPOINT ADDITIONAL MEMBERS TO THE PATH BOARD, PROVIDED THAT LPHI APPOINTEES SHALL NEVER COMPRISE LESS THAN FIFTY-ONE PERCENT OF THE PATH BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE REVIEW OF FORM 990 IS SCHEDULED AT A QUARTERLY BOARD MEETING. THE INDEPENDENT BOARD WILL REVIEW AND APPROVE FORM 990 BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. IF THE FORM 990 IS DUE BEFORE THE NEXT SCHEDULED BOARD MEETING, THEN A MEETING IS SCHEDULED WITH THE AUDIT AND FINANCE COMMITTEE. THIS COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO SIGNATURES AND SUBMISSION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES, THE ORGANIZATION PERFORMS PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM ANNUALLY. THE EXECUTIVE DIRECTOR AND THE LPHI CFO REVIEWS THIS TO ENSURE NO AREAS OF CONCERN. IN ADDITION, ANY CONFLICTS OF INTEREST ARE DISCUSSED ANNUALLY IN THE AUDIT REPORT AND DISCLOSED AS APPLICABLE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PATH DOES NOT HAVE ANY TOP MANAGEMENT OFFICIALS, OFFICERS, OR KEY EMPLOYEES. ALL MANAGEMENT OFFICIALS ARE EMPLOYEES OF LOUISIANA PUBLIC HEALTH INSTITUTE (EIN: 72-1379921) AND PERFORM DUTIES FOR PATH AS WELL. LPHI HAS A COMPENSATION COMMITTEE WHICH REVIEWS THE COMPENSATION INFORMATION, EVALUATES EACH JOB WITHIN THE ORGANIZATION, AND ANALYZES THE RELATIVE WORTH COMPARED TO OTHER JOBS WITHIN THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART V, LINE 2B: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | PART XII, LINE 2C |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | LA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF ALL LOUISIANANS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | LINE 7 |
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| IRS990/TotalAssetsGrp/BOYAmt | 0 | 560531 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 631435 |
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| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 3290 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 70947 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 1892 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 28099 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1892 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 629543 |
| IRS990/TotalOtherCompensationAmt | 0 | 24678 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 70947 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 162290 |
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| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 631435 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 186781 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 69 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 1300 |
| IRS990/TravelGrp/TotalAmt | 0 | 1369 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $631,435
- Liabilities
- $1,892
- Net assets
- $629,543
- Revenue
- $171,348
- Expenses
- $74,237
- Net income
- $97,111