Civic Intelligence

Health Equity Solutions Inc.

990 • Fiscal year 2016 • EIN 46-5011055

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 20, 2017

Organization ProfileWWW.HESCT.ORG
750 Main Street Suite 1108-2Hartford, CT 06103

(860) 461-7637

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.69x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$140,561

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$38,864

Down $215,751 (-85%) from 2015

Net Assets

Up

$12,062

Up $4,462 (+59%) from 2015

Liabilities

Down

$26,802

Down $220,213 (-89%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin45th percentile

Revenue

Up

$396,599

Up $204,892 (+107%) from 2015

Expenses

Up

$392,137

Up $205,330 (+110%) from 2015

Net Income

Down

$4,462

Down $438 (-8.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$1.5M$1.0M$500K$0Assets 2015: $254,615Liabilities 2015: $247,015Net Assets 2015: $7,6002015Assets 2016: $38,864Liabilities 2016: $26,802Net Assets 2016: $12,0622016Assets 2017: $38,679Liabilities 2017: $22,345Net Assets 2017: $16,3342017Assets 2018: $96,175Liabilities 2018: $42,906Net Assets 2018: $53,2692018Assets 2019: $253,402Liabilities 2019: $84,172Net Assets 2019: $169,2302019Assets 2020: $532,847Liabilities 2020: $128,309Net Assets 2020: $404,5382020Assets 2021: $981,432Liabilities 2021: $130,051Net Assets 2021: $851,3812021Assets 2022: $1,140,648Liabilities 2022: $391,621Net Assets 2022: $749,0272022Assets 2023: $869,636Liabilities 2023: $265,560Net Assets 2023: $604,0762023Assets 2024: $553,574Liabilities 2024: $268,795Net Assets 2024: $284,7792024

Highlighted filing

2016

Assets$38,864
Liabilities$26,802
Net Assets$12,062
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $191,707Expenses 2015: $186,807Net Income 2015: $4,9002015Revenue 2016: $396,599Expenses 2016: $392,137Net Income 2016: $4,4622016Revenue 2017: $354,839Expenses 2017: $350,567Net Income 2017: $4,2722017Revenue 2018: $454,415Expenses 2018: $417,480Net Income 2018: $36,9352018Revenue 2019: $734,140Expenses 2019: $618,179Net Income 2019: $115,9612019Revenue 2020: $878,762Expenses 2020: $643,454Net Income 2020: $235,3082020Revenue 2021: $1,949,718Expenses 2021: $1,502,875Net Income 2021: $446,8432021Revenue 2022: $1,454,065Expenses 2022: $1,436,934Net Income 2022: $17,1312022Revenue 2023: $1,333,155Expenses 2023: $1,478,106Net Income 2023: -$144,9512023Revenue 2024: $1,176,050Expenses 2024: $1,495,347Net Income 2024: -$319,2972024

Highlighted filing

2016

Revenue$396,599
Expenses$392,137
Net Income$4,462
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$396,599
Mission and Program Overview

Mission

The mission of health equity solutions is to reduce and eventually eliminate racial and ethnic health disparities in connecticut by promoting and improving access to health care for persons of any age, gender, disability, race, ethnicity, income, or other class protected by law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$251,109$34,719▼ $216,390
Prepaid Expenses and Deferred Charges$3,506$4,145▲ $639
Total Assets$254,615$38,864▼ $215,751
Liabilities
Deferred Revenue$236,283$21,056▼ $215,227
Accounts Payable and Accrued Expenses$10,732$5,746▼ $4,986
Total Liabilities$247,015$26,802▼ $220,213
Net Assets / Fund Balance
Unrestricted Net Assets$7,600$12,062▲ $4,462
Total Net Assets Fund Balance$7,600$12,062▲ $4,462
Total Liabilities and Net Assets / Fund Balance$254,615$38,864▼ $215,751
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tekisha Dwan EveretteExecutive DiFT$129,947$10,614$140,561

Board Members and Trustees

NameTitle
Marta Elisa Moret MphPresident
Bruce T Liang MdDirector
Debra BorreroDirector
ELAINE O'KEEFEDirector
Gregory B Butler EsqDirector
Kristen N Hatcher EsqDirector
David Hadden EsqSecretary
Shelley D Geballe Jd MphTreasurer
Evelyn MantillaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$396,599
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$396,599
Change in Net Assets
$4,462

Audited Revenue Reconciliation

Revenue per Audited Statements
$396,599
Total Revenue per Audited Statements
$396,599
Total Revenue per Form 990
$396,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$243,152
Other Expenses$148,985
Total Fundraising Expense$18,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$98,392$28,112$14,057$140,561
Other Salaries and Wages$72,934$1,997-$74,931
Fees for Services Other$44,969$28,000-$72,969
Payroll Taxes$13,664$2,332$1,074$17,070
Conferences and Meetings$17,047--$17,047
Office Expenses$9,279$1,583$729$11,591
Other Employee Benefits$9,153$773$164$10,090
Occupancy$7,502$1,280$589$9,371
Fees for Services Accounting-$7,913-$7,913
Other Expenses$5,401$922$424$6,747
Information Technology$4,621$789$363$5,773
Insurance$4,256$726$334$5,316
Fees for Services Lobbying$2,542--$2,542
Travel$1,404$240$110$1,754
Pension Plan Contributions$500--$500
Total Functional Expenses$298,211$75,711$18,215$392,137

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$392,137
Total Expenses per Audited Statements$392,137
Total Expenses per Form 990$392,137
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
Yes
Subject to proxy tax
No
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
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“During part of the year, health equity solutions, inc. (hes) delegated management of the organization to its fiscal sponsor, connecticut legal services, inc. (cls). Cls provided administrative services and technical assistance while hes was being established as a 501(c)(3) organization. All management services were provided with the guidance and approval of hes' board of directors.”

Form 990, Page 6, Part VI, Line 11B

“The form 990, once prepared, is reviewed by the full board of directors; each board member receives a copy of the form 990.”

Form 990, Page 6, Part VI, Line 12C

“All directors sign a conflict of interest policy. All possible conflicts of interest must be disclosed, and no director can participate in a discussion or vote on any matter in which that director has a conflict of interest.”

Form 990, Page 6, Part VI, Line 15A

“Salary for the executive director is reviewed by the board; salaries for comparable positions at other not-for-profit agencies are taken into consideration when the board discusses compensation.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for officers and key employees is reviewed by the board; salaries for comparable positions at other not-for-profit agencies are taken into consideration when the board discusses compensation.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Health Equity Solutions Inc
EIN
46-5011055
Phone
8604617637
Address
750 MAIN STREET SUITE 1108-2, HARTFORD, CT 06103

Signing Officer

Name
Tekisha Dwan Everette
Title
Executive Director
Phone
8604617637
Signed
2017-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tekisha Dwan Everette
Formed
2014
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
8

Preparer

Firm
Carney Roy and Gerrol Pc
Address
35 COLD SPRING ROAD SUITE 111, ROCKY HILL, CT 06067-3161
Preparer
Thomas D Roy
Phone
8607215786
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of health equity solutions is to reduce and eventually eliminate racial and ethnic health disparities in connecticut by promoting and improving access to health care for persons of any age, gender, disability, race, ethnicity, income, or other class protected by law.”

Form 990, Part IX, Line 11G

“Fiscal sponsor fees 0 28,000 0 other consultants 44,969 0 0 total 44,969 28,000 0”

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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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IRS990ScheduleA/TotalSupportAmt0841006
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IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt02542
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IRS990ScheduleC/LobbyingCeilingAmt0117641
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IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0389595
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt02542
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IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt02542
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IRS990ScheduleD/RevenueSubtotalAmt0396599
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IRS990ScheduleD/TotalRevenuePerForm990Amt0396599
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF HEALTH EQUITY SOLUTIONS IS TO REDUCE AND EVENTUALLY ELIMINATE RACIAL AND ETHNIC HEALTH DISPARITIES IN CONNECTICUT BY PROMOTING AND IMPROVING ACCESS TO HEALTH CARE FOR PERSONS OF ANY AGE, GENDER, DISABILITY, RACE, ETHNICITY, INCOME, OR OTHER CLASS PROTECTED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING PART OF THE YEAR, HEALTH EQUITY SOLUTIONS, INC. (HES) DELEGATED MANAGEMENT OF THE ORGANIZATION TO ITS FISCAL SPONSOR, CONNECTICUT LEGAL SERVICES, INC. (CLS). CLS PROVIDED ADMINISTRATIVE SERVICES AND TECHNICAL ASSISTANCE WHILE HES WAS BEING ESTABLISHED AS A 501(C)(3) ORGANIZATION. ALL MANAGEMENT SERVICES WERE PROVIDED WITH THE GUIDANCE AND APPROVAL OF HES' BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990, ONCE PREPARED, IS REVIEWED BY THE FULL BOARD OF DIRECTORS; EACH BOARD MEMBER RECEIVES A COPY OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DIRECTORS SIGN A CONFLICT OF INTEREST POLICY. ALL POSSIBLE CONFLICTS OF INTEREST MUST BE DISCLOSED, AND NO DIRECTOR CAN PARTICIPATE IN A DISCUSSION OR VOTE ON ANY MATTER IN WHICH THAT DIRECTOR HAS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED BY THE BOARD; SALARIES FOR COMPARABLE POSITIONS AT OTHER NOT-FOR-PROFIT AGENCIES ARE TAKEN INTO CONSIDERATION WHEN THE BOARD DISCUSSES COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE BOARD; SALARIES FOR COMPARABLE POSITIONS AT OTHER NOT-FOR-PROFIT AGENCIES ARE TAKEN INTO CONSIDERATION WHEN THE BOARD DISCUSSES COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FISCAL SPONSOR FEES 0 28,000 0 OTHER CONSULTANTS 44,969 0 0 TOTAL 44,969 28,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0298211
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IRS990/TravelGrp/ManagementAndGeneralAmt0240
IRS990/TravelGrp/ProgramServicesAmt01404
IRS990/TravelGrp/TotalAmt01754
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IRS990/USAddress/CityNm0HARTFORD
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IRS990/WebsiteAddressTxt0WWW.HESCT.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TEKISHA DWAN EVERETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08604617637
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH EQUITY SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0465011055
ReturnHeader/Filer/PhoneNum08604617637
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061352068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ROY AND GERROL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 COLD SPRING ROAD SUITE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKY HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060673161
ReturnHeader/PreparerPersonGrp/PhoneNum08607215786
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D ROY
ReturnHeader/ReturnTs02017-11-14T12:39:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,864
Liabilities
$26,802
Net assets
$12,062
Revenue
$396,599
Expenses
$392,137
Net income
$4,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.27$0.28$1.18$1.50$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.27$0.60$1.33$1.48$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.39$0.75$1.45$1.44$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.13$0.85$1.95$1.50$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.13$0.40$0.88$0.64$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.08$0.17$0.73$0.62$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.04$0.05$0.45$0.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.02$0.35$0.35$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.03$0.01$0.40$0.39$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.01$0.19$0.19$0.00