Civic Intelligence

Health Rosetta Institute

EIN 81-5206100 • 501(c)3

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-58%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$41,542

Down $701 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$41,542

Down $701 (-1.7%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$1,205

Down $50,080 (-98%) from 2018

Expenses

Down

$1,906

Down $99,952 (-98%) from 2018

Net Income

Up

-$701

Up $49,872 (+99%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$100K$50K$0Assets 2017: $89,989Liabilities 2017: $0Net Assets 2017: $89,9892017Assets 2018: $42,243Liabilities 2018: $0Net Assets 2018: $42,2432018Assets 2019: $41,542Liabilities 2019: $0Net Assets 2019: $41,5422019

Highlighted filing

2019

Assets$41,542
Liabilities$0
Net Assets$41,542
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100KRevenue 2017: $152,592Expenses 2017: $62,603Net Income 2017: $89,9892017Revenue 2018: $51,285Expenses 2018: $101,858Net Income 2018: -$50,5732018Revenue 2019: $1,205Expenses 2019: $1,906Net Income 2019: -$7012019

Highlighted filing

2019

Revenue$1,205
Expenses$1,906
Net Income-$701
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$41,542
Liabilities
$0
Net assets
$41,542
Revenue
$1,205
Expenses
$1,906
Net income
-$701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.01$0.02$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.51$1.02$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$1.53$0.63$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 25, 2020
Return Version
2019v5.1
Gross Receipts
$1,205
Mission and Program Overview

Mission

Education about health benefits

Program Services

DescriptionGrantsExpenses
ADVISOR CERTIFICATION PROGRAM: EDUCATED AND ADMITTED 25 CERTIFIED HEALTH BENEFIT ADVISORS.$0$1,906
DISTRIBUTED EDUCATIONAL MATERIAL: DISTRIBUTED 4,000 COPIES OF "THE CEO'S GUIDE TO RESTORING THE AMERICAN DREAM, A BOOK ABOUT IMPROVING HEALTH CARE QUALITY AND$0$0
"THE OPIOID CRISIS WAKE-UP CALL: HEALTH CARE IS STEALING THE AMERICAN DREAM. HERE'S HOW WE TAKE IT BACK."$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CHASEPresident And CEO-$0--
SEAN SCHANTZENSecretary And COO-$0--
Filing and Contact Details

Filer

Filer Name
Health Rosetta Institute
EIN
81-5206100
Phone
2063713914
Address
614 12TH ST, BELLINGHAM, WA 98225

Signing Officer

Name
Sean Schantzen
Title
Secretary and COO
Phone
2063713914
Signed
2020-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVENUE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Kari Moore CPA
Phone
2066288990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising and marketing. Amount: 40. Description: information technology. Amount: 927. Description: merchant fees. Amount: 37. Total to form 990-ez, line 16: 1,004.”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02063713914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0614 12TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042243
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0960
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-701
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0902
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042243
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041542
IRS990EZ/GrossReceiptsAmt01205
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0245
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041542
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041542
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN SCHANTZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY AND COO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01004
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ABOUT HEALTH BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVISOR CERTIFICATION PROGRAM: EDUCATED AND ADMITTED 25 CERTIFIED HEALTH BENEFIT ADVISORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRIBUTED EDUCATIONAL MATERIAL: DISTRIBUTED 4,000 COPIES OF "THE CEO'S GUIDE TO RESTORING THE AMERICAN DREAM, A BOOK ABOUT IMPROVING HEALTH CARE QUALITY AND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2"THE OPIOID CRISIS WAKE-UP CALL: HEALTH CARE IS STEALING THE AMERICAN DREAM. HERE'S HOW WE TAKE IT BACK."
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01906
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01906
IRS990EZ/TotalProgramServiceExpensesAmt01906
IRS990EZ/TotalRevenueAmt01205
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HEALTHROSETTA.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063179
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0173159
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04510
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04510
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt014533
IRS990ScheduleA/SubstantialContributorsTotAmt048646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058839
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063179
IRS990ScheduleA/TotalSupportAmt067689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 40. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 927. DESCRIPTION: MERCHANT FEES. AMOUNT: 37. TOTAL TO FORM 990-EZ, LINE 16: 1,004.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN SCHANTZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND COO
ReturnHeader/BusinessOfficerGrp/PhoneNum02063713914
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH ROSETTA INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0815206100
ReturnHeader/Filer/PhoneNum02063713914
ReturnHeader/Filer/USAddress/AddressLine1Txt0614 12TH ST
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012D7E64532A073C3D51B5FC5ADB38EA844482D86
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012D7E64532A073C3D51B5FC5ADB38EA844482D86
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.210.254.4
ReturnHeader/FilingSecurityInformation/IPDt02020-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:06:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912011386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON JARVIS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIRST AVENUE WEST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981194219
ReturnHeader/PreparerPersonGrp/PhoneNum02066288990
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARI MOORE CPA
ReturnHeader/ReturnTs02020-11-16T18:07:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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