Civic Intelligence

School-Based Health Alliance

EIN 54-1752058 • 501(c)3 • Washington, DC

Profile

To promote and assure quality primary health care for america's children and youth through interdisciplinary and collaborative efforts. The alliance supports institutionalization of school-based health care nationwide to improve children's lives and opportunities for success in school and society. It supports its members by providing government advocacy, information, exchange of knowledge, networking opportunities and technical assistance.

1032 15th Street NW STE Suite 365Washington, DC 20005

www.sbh4all.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.09x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.06x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

99th percentile

404%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

370%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$23,113,051

Up $18,526,574 (+404%) from 2023

Liabilities

Down

$1,999,441

Down $968,434 (-33%) from 2023

Net Assets

Up

$21,113,610

Up $19,495,008 (+1204%) from 2023

Revenue

Up

$35,843,069

Up $28,209,336 (+370%) from 2023

Expenses

Up

$15,770,501

Up $7,835,221 (+99%) from 2023

Net Income

Up

$20,072,568

Up $20,374,115 (+6757%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $972,750Liabilities 2010: $106,723Net Assets 2010: $866,0272010Assets 2011: $1,948,756Liabilities 2011: $165,822Net Assets 2011: $1,782,9342011Assets 2012: $2,629,701Liabilities 2012: $220,849Net Assets 2012: $2,408,8522012Assets 2013: $2,505,257Liabilities 2013: $212,793Net Assets 2013: $2,292,4642013Assets 2014: $3,897,793Liabilities 2014: $175,184Net Assets 2014: $3,722,6092014Assets 2015: $5,317,671Liabilities 2015: $438,187Net Assets 2015: $4,879,4842015Assets 2016: $3,846,770Liabilities 2016: $232,803Net Assets 2016: $3,613,9672016Assets 2017: $3,487,140Liabilities 2017: $490,257Net Assets 2017: $2,996,8832017Assets 2018: $2,748,187Liabilities 2018: $289,177Net Assets 2018: $2,459,0102018Assets 2019: $3,068,282Liabilities 2019: $370,704Net Assets 2019: $2,697,5782019Assets 2020: $2,604,984Liabilities 2020: $951,673Net Assets 2020: $1,653,3112020Assets 2021: $2,900,501Liabilities 2021: $956,800Net Assets 2021: $1,943,7012021Assets 2022: $2,327,179Liabilities 2022: $393,478Net Assets 2022: $1,933,7012022Assets 2023: $4,586,477Liabilities 2023: $2,967,875Net Assets 2023: $1,618,6022023Assets 2024: $23,113,051Liabilities 2024: $1,999,441Net Assets 2024: $21,113,6102024

Highlighted filing

2024

Assets$23,113,051
Liabilities$1,999,441
Net Assets$21,113,610

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $1,865,6112010Expenses 2011: $2,215,1812011Revenue 2012: $3,516,207Expenses 2012: $2,867,399Net Income 2012: $648,8082012Expenses 2013: $3,314,7132013Revenue 2014: $5,178,772Expenses 2014: $3,741,779Net Income 2014: $1,436,9932014Revenue 2015: $5,406,244Expenses 2015: $4,166,217Net Income 2015: $1,240,0272015Revenue 2016: $2,996,700Expenses 2016: $4,219,488Net Income 2016: -$1,222,7882016Revenue 2017: $3,858,641Expenses 2017: $4,502,648Net Income 2017: -$644,0072017Revenue 2018: $3,001,940Expenses 2018: $3,527,186Net Income 2018: -$525,2462018Revenue 2019: $3,428,317Expenses 2019: $3,178,803Net Income 2019: $249,5142019Revenue 2020: $2,201,203Expenses 2020: $3,169,192Net Income 2020: -$967,9892020Revenue 2021: $3,363,491Expenses 2021: $3,060,883Net Income 2021: $302,6082021Revenue 2022: $3,565,533Expenses 2022: $3,558,931Net Income 2022: $6,6022022Revenue 2023: $7,633,733Expenses 2023: $7,935,280Net Income 2023: -$301,5472023Revenue 2024: $35,843,069Expenses 2024: $15,770,501Net Income 2024: $20,072,5682024

Highlighted filing

2024

Revenue$35,843,069
Expenses$15,770,501
Net Income$20,072,568

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$2.00$21.1$35.8$15.8$20.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$2.97$1.62$7.63$7.94$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.39$1.93$3.57$3.56$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.96$1.94$3.36$3.06$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.95$1.65$2.20$3.17$0.97
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.37$2.70$3.43$3.18$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.29$2.46$3.00$3.53$0.53
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.49$3.00$3.86$4.50$0.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.23$3.61$3.00$4.22$1.22
2015Detailed filing. Detailed filing data is available for this year.$5.32$0.44$4.88$5.41$4.17$1.24
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.18$3.72$5.18$3.74$1.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.21$2.29$3.31
2012Summary only. Only limited summary data is available for this year.$2.63$0.22$2.41$3.52$2.87$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.17$1.78$2.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.11$0.87$1.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$42,220,941
Mission and Program Overview

Mission

To promote and assure quality primary health care for america's children and youth through interdisciplinary and collaborative efforts. The alliance supports institutionalization of school-based health care nationwide to improve children's lives and opportunities for success in school and society. It supports its members by providing government advocacy, information, exchange of knowledge, networking opportunities and technical assistance.

To improve the status of youth by advancing and advocating for school-based health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$771,134$10,199,910▲ $9,428,776
Pledges and Grants Receivable$421,742$9,689,562▲ $9,267,820
Cash and Non-Interest-Bearing Accounts$2,955,291$3,156,950▲ $201,659
Accounts Receivable$32,047$57,469▲ $25,422
Prepaid Expenses and Deferred Charges$10,983$0▼ $10,983
Savings and Temporary Cash Investments$395,280$9,160▼ $386,120
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$4,586,477$23,113,051▲ $18,526,574
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$340,457$1,225,022▲ $884,565
Other Liabilities$2,553,921$724,922▼ $1,828,999
Mortgage Notes Payable Secured by Investment Property$73,497$49,497▼ $24,000
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,967,875$1,999,441▼ $968,434
Net Assets / Fund Balance
Net Assets With Donor Restrictions$473,636$14,196,918▲ $13,723,282
Net Assets Without Donor Restrictions$1,144,966$6,916,692▲ $5,771,726
Total Net Assets Fund Balance$1,618,602$21,113,610▲ $19,495,008
Total Liabilities and Net Assets / Fund Balance$4,586,477$23,113,051▲ $18,526,574
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert BoydPresidentFT$193,874$27,503$221,377
Laura BreyChief Operating & Strategy OffFT$149,316$27,305$176,621
Deirdre ParkerChief Admin. & Finance OfficerFT$149,315$27,023$176,338
Andrea ShoreChief Program OfficerFT$134,895$16,698$151,593
Paula FieldsExecutive Vice PresidentFT$118,791$24,430$143,221
Tammis AlexanderSenior Vice PresidentFT$114,544$25,664$140,208
Jacquelyn Shea ChristensenSenior Vice PresidentFT$112,474$14,425$126,899

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Laura Hurwitz LLCConsultant1322 W THORNDALE AVENUE APT 2, Chicago, IL 60660$155,090
Revenue and Support

Revenue Composition

Contributions and Grants
$34,065,524
Program Service Revenue
$685,919
Investment Income
$1,091,626
Other Revenue
$0
All Other Contributions
$23,413,021
Change in Net Assets
$20,072,568

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,843,069
Revenue Not Reported on Form 990
$-577,560
Total Revenue per Audited Statements
$35,265,509
Total Revenue per Form 990
$35,843,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,218,266
Salaries, Compensation, and Employee Benefits$3,890,118
Other Expenses$2,662,117
Total Fundraising Expense$81,514
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,218,266--$9,218,266
Other Salaries and Wages$1,534,128$1,044,101$70,750$2,648,979
Fees for Services Other$1,099,883$348,798-$1,448,681
Current Officers, Directors, Trustees, and Key Employees$372,054$130,715-$502,769
Conferences and Meetings$340,223$19,098-$359,321
Other Employee Benefits$207,796$106,198$3,587$317,581
Travel$136,093$143,367-$279,460
Payroll Taxes$137,346$93,002$5,084$235,432
Fees for Services Lobbying$235,006--$235,006
Pension Plan Contributions$126,314$56,950$2,093$185,357
Office Expenses$55,535$86,377-$141,912
Information Technology-$111,415-$111,415
Fees for Services Accounting-$23,500-$23,500
Other Expenses$8,967$2,570-$11,537
Insurance-$11,105-$11,105
Occupancy-$8,759-$8,759
Advertising-$1,149-$1,149
Total Functional Expenses$13,471,611$2,217,376$81,514$15,770,501

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,770,501
Total Expenses per Audited Statements$15,770,501
Total Expenses per Form 990$15,770,501
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Child and Family Agency of SE CT INCNew London, CT501(c)(3)See Part Iv$2,012,561
Integrated Health Services IncEast Hartford, CT501(c)(3)See Part Iv$851,717
Family Center IncGreenwich, CT501(c)(3)See Part Iv$845,379
Community Health Center IncMiddletown, CT501(c)(3)See Part Iv$781,480
United Community and Family Services IncNorwich, CT501(c)(3)See Part Iv$704,391
Klingberg Comprehensive Family SVCS INCNew Britian, CT501(c)(3)See Part Iv$636,977
Cornell Scott-Hill Health CorporationNew Haven, CT501(c)(3)See Part Iv$512,621
InterCommunity IncEast Hartford, CT501(c)(3)See Part Iv$470,140
Hartford Public SchoolsHartford, CT501(c)(3)See Part Iv$401,354
Wheeler Clinic IncPlainville, CT501(c)(3)See Part Iv$365,188
Norwalk Community Health CenterNorwalk, CT501(c)(3)See Part Iv$338,305
Charter Oak Health CenterHartford, CT501(c)(3)See Part Iv$300,000
Fair Haven Community Health ClinicNew Haven, CT501(c)(3)See Part Iv$209,906
Optimus Health Care IncBridgeport, CT501(c)(3)See Part Iv$134,413
Danbury Public SchoolsDanbury, CT501(c)(3)See Part Iv$131,263
Middletown Board of EducationMiddletown, CT501(c)(3)See Part Iv$123,000
Windham Public SchoolsWillimantic, CT501(c)(3)See Part Iv$115,268
Community Health and Wellness CenterTorrington, CT501(c)(3)See Part Iv$69,931
CT Institute for Communities IncDanbury, CT501(c)(3)See Part Iv$47,509
Jessie Trice Community Health Center IncMiami, FL501(c)(3)See Part Iv$43,875
Legacy Community Health ServicesHouston, TX501(c)(3)See Part Iv$33,775
MERG dba Whitefoord IncAtlanta, GA501(c)(3)See Part Iv$33,775
Petersburg Medical CenterPetersburg, AK501(c)(3)See Part Iv$21,778
Volunteers of America AlaskaAnchorage, AK501(c)(3)See Part Iv$15,904
Community Health Resources IncWindsor, CT501(c)(3)See Part Iv$14,282
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Refundable Advances$724,922
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Governing body review of form 990 the alliance provided a copy of the form 990 to all members of the board of directors before filing the return.

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

Monitoring and enforcement of conflicts policy the board of directors acknowledges in writing the conflict of interest policy and any known conflicts at the beginning of their term. The statement is effective for the entire term. Robert boyd, president and deirdre taylor, chief financial officer/chief administrative officer reviews the board of trustee's conflict of interest statements. If a board member discloses a conflict of interest, that member will abstain from voting on related matters.

Form 990, Part VI, Section B, Lines 15A & 15B

Process for determining officer's compensation the president's compensation was set by the board of directors after consultation with an employment consultant firm. The review and approval of the compensation is completed by the board's organizational performance committee. Data used to complete this review included compensation for similar organizations as obtained via their form 990's. Minutes are maintained of this process and it is completed for the president. The last review was completed in 2024. The chief financial officer's compensation was set the sbha president and the board of directors approves the wage adjustment when they review and approve the budget. Data used to complete this review included compensation for similar organizations as obtained via their form 990's. Minutes are maintained of this process and it is completed for the chief financial officer. The last review was completed in 2023.

Form 990, Part VI, Section C, Line 19

Public availability of other documents the alliance makes its governing documents, conflicts of interest policy, and financial statements available to the public upon written request to management. They are also available for inspection at the alliance's office.

Filing and Contact Details

Filer

Filer Name
School-Based Health Alliance
EIN
54-1752058
In Care Of
% DIEDRE PARKER
Phone
2026385872
Address
1032 15th Street NW STE Suite 365, Washington, DC 20005

Signing Officer

Name
Robert Boyd
Title
President
Phone
2026385872
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Boyd
Formed
1995
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
16
Employees
29
Volunteers
20

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 1710, PHILADELPHIA, PA 19103-2945
Preparer
Adam Watson
Phone
2155462140
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D, Other Program Services

To build political and public support for the alliance and its mission to improve the health status of children and youth by advancing and advocating for school-based health care.

Financial Statement Notes

PART X, LINE 2:

The alliance is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Gaap requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. Gaap prescribes a minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. The alliance believes that it had no uncertain tax positions as defined in the standard.

Raw XML AppendixShowing 400 of 981 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
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IRS990/ActivityOrMissionDesc0TO IMPROVE THE STATUS OF YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE.
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTANT
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE SCHOOL-BASED HEALTH ALLIANCE IS A HIGHLY RESPECTED PROVIDER OF EXTENSIVE TECHNICAL ASSISTANCE, TRAINING, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD. STAFF HAS MORE THAN 100 YEARS OF COMBINED EXPERIENCE IN DESIGNING, OPERATING, AND EVALUATING SCHOOL-BASED HEALTH CENTER (SBHC) PROGRAMS. OUR TEAM IS COMMITTED TO WORKING TOWARDS FOUR GOALS FOR THE FIELD: 1. INCREASED REVENUE 2. NEW SCHOOL SERVICES 3. STRONGER PARTNERSHIPS 4. EXPANDED SERVICES
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/ExpenseAmt011067091
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023500
IRS990/FeesForServicesAccountingGrp/TotalAmt023500
IRS990/FeesForServicesLegalGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
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