Civic Intelligence

Healthimpact

990 • Fiscal year 2017 • EIN 82-0570413

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

Organization Profilewww.healthimpact.org

View Organization Page

PO Box 70007Oakland, CA 94612

(510) 832-8400

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$181,555

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,208,508

Down $54,659 (-4.3%) from 2016

Net Assets

Down

$1,158,880

Down $8,690 (-0.7%) from 2016

Liabilities

Down

$49,628

Down $45,969 (-48%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin34th percentile

Revenue

Up

$883,774

Up $235,204 (+36%) from 2016

Expenses

Down

$899,416

Down $214,859 (-19%) from 2016

Net Income

Up

-$15,642

Up $450,063 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,654,303Liabilities 2011: $43,695Net Assets 2011: $1,610,6082011Assets 2012: $1,891,285Liabilities 2012: $100,961Net Assets 2012: $1,790,3242012Assets 2013: $2,733,959Liabilities 2013: $115,605Net Assets 2013: $2,618,3542013Assets 2014: $2,616,820Liabilities 2014: $119,522Net Assets 2014: $2,497,2982014Assets 2015: $1,721,057Liabilities 2015: $89,549Net Assets 2015: $1,631,5082015Assets 2016: $1,263,167Liabilities 2016: $95,597Net Assets 2016: $1,167,5702016Assets 2017: $1,208,508Liabilities 2017: $49,628Net Assets 2017: $1,158,8802017Assets 2018: $1,204,971Liabilities 2018: $99,274Net Assets 2018: $1,105,6972018Assets 2019: $772,536Liabilities 2019: $76,562Net Assets 2019: $695,9742019Assets 2020: $642,879Liabilities 2020: $75,261Net Assets 2020: $567,6182020Assets 2021: $377,738Liabilities 2021: $143,451Net Assets 2021: $234,2872021Assets 2022: $521,083Liabilities 2022: $160,442Net Assets 2022: $360,6412022Assets 2023: $613,551Liabilities 2023: $151,580Net Assets 2023: $461,9712023Assets 2024: $686,308Liabilities 2024: $252,920Net Assets 2024: $433,3882024

Highlighted filing

2017

Assets$1,208,508
Liabilities$49,628
Net Assets$1,158,880
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,777,602Expenses 2011: $1,187,355Net Income 2011: $590,2472011Revenue 2012: $1,662,719Expenses 2012: $1,483,003Net Income 2012: $179,7162012Revenue 2013: $2,397,649Expenses 2013: $1,569,619Net Income 2013: $828,0302013Revenue 2014: $1,310,112Expenses 2014: $1,431,380Net Income 2014: -$121,2682014Revenue 2015: $632,314Expenses 2015: $1,498,415Net Income 2015: -$866,1012015Revenue 2016: $648,570Expenses 2016: $1,114,275Net Income 2016: -$465,7052016Revenue 2017: $883,774Expenses 2017: $899,416Net Income 2017: -$15,6422017Revenue 2018: $1,080,941Expenses 2018: $1,127,969Net Income 2018: -$47,0282018Revenue 2019: $639,365Expenses 2019: $1,064,446Net Income 2019: -$425,0812019Revenue 2020: $822,890Expenses 2020: $961,305Net Income 2020: -$138,4152020Revenue 2021: $874,219Expenses 2021: $1,219,069Net Income 2021: -$344,8502021Revenue 2022: $1,222,098Expenses 2022: $1,130,314Net Income 2022: $91,7842022Revenue 2023: $1,392,499Expenses 2023: $1,329,119Net Income 2023: $63,3802023Revenue 2024: $1,434,249Expenses 2024: $1,463,781Net Income 2024: -$29,5322024

Highlighted filing

2017

Revenue$883,774
Expenses$899,416
Net Income-$15,642
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.0
Gross Receipts
$883,774
Mission and Program Overview

Mission

To enhance the well-being of Californians through innovation, interprofessional leadership, and nursing excellence.

To enhance the well being of Californians through innovation, inter-professional leadership, and nursing excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,051,850$734,971▼ $316,879
Pledges and Grants Receivable$33,086$257,370▲ $224,284
Cash and Non-Interest-Bearing Accounts$115,665$165,385▲ $49,720
Accounts Receivable$36,100$32,381▼ $3,719
Prepaid Expenses and Deferred Charges$15,008$13,774▼ $1,234
Intangible Assets$8,000$3,200▼ $4,800
Land, Buildings, and Equipment, Net$3,458$1,427▼ $2,031
Savings and Temporary Cash Investments$0$0→ $0
Total Assets$1,263,167$1,208,508▼ $54,659
Liabilities
Accounts Payable and Accrued Expenses$34,161$32,589▼ $1,572
Deferred Revenue$61,436$17,039▼ $44,397
Grants Payable$0$0→ $0
Other Liabilities-$0-
Total Liabilities$95,597$49,628▼ $45,969
Net Assets / Fund Balance
Temporarily Rstr Net Assets$798,199$782,745▼ $15,454
Unrestricted Net Assets$369,371$376,135▲ $6,764
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,167,570$1,158,880▼ $8,690
Total Liabilities and Net Assets / Fund Balance$1,263,167$1,208,508▼ $54,659

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,427$22,961$24,388
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith G BergPresident & CEOFT$164,798$16,757$181,555

Board Members and Trustees

NameTitle
Terry HillChair
Debra BakerjianBoard Member
Efrain FuentesBoard Member
Ida DanzeyBoard Member
Linda Burnes BoltonBoard Member
Margarita BaggettBoard Member
Mary Dee HackerBoard Member
Theresa BrodrickBoard Member
Ruth Ann TerrySecretary
J Kendall AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$519,536
Program Service Revenue
$353,437
Investment Income
$10,801
Other Revenue
$0
All Other Contributions
$519,536
Change in Net Assets
$-15,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$883,774
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,676
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$903,450
Total Revenue per Form 990
$883,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$494,113
Other Expenses$380,200
Grants and Similar Amounts Paid$25,103
Total Fundraising Expense$21,429
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,915$37,436$8,366$271,717
Fees for Services Other$207,073$0$0$207,073
Current Officers, Directors, Trustees, and Key Employees$147,918$9,339$7,554$164,811
Occupancy$29,204$4,048$984$34,236
Payroll Taxes$28,628$3,582$1,179$33,389
Fees for Services Accounting$0$30,906$0$30,906
Travel$26,323$448$1,008$27,779
Office Expenses$22,662$3,987$761$27,410
Conferences and Meetings$26,741$185$38$26,964
Other Employee Benefits$21,056$1,783$1,357$24,196
Grants to Domestic Individuals$20,000--$20,000
Depreciation Depletion$6,004$710$116$6,830
Grants to Domestic Orgs$5,103--$5,103
Information Technology$2,439$1,062$40$3,541
Insurance$757$1,861$26$2,644
Advertising$806$0$0$806
Other Expenses$668$0$0$668
Total Functional Expenses$771,297$106,690$21,429$899,416

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$912,140
Expenses per Audited Statements$899,416
Total Expenses per Form 990$899,416
Expenses Not Reported on Form 990$12,724
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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 B, Line 11B

“The HealthImpact Board of Directors will review and sign off on the Form 990 via email before the Executive Director signs the completed tax forms.”

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

“At the annual HealthImpact board retreat, board members are required to review and sign a conflict of interest statement, and before every meeting of the board of directors, and all committees, all attendees are asked whether any have a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“An annual market review is completed by comparing similar operations, nonprofit chief executive officer (CEO)-level total compensation rates (including benefits & PTO) and evaluating the CEO's annual performance. The Executive Committee of the Board reviews and determines rate. Last reviewed September 8, 2017.”

Form 990, Part VI, Section C, Line 19

“HealthImpact makes its governing documents, conflict of interest policy and financial statements available to the public, upon request.”

Filing and Contact Details

Filer

Filer Name
Healthimpact
EIN
82-0570413
Phone
5108328400
Address
PO Box 70007, Oakland, CA 94612

Signing Officer

Name
Judith Berg
Title
CEO
Phone
5108328400
Signed
2018-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judith G Berg
Formed
2001
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
5
Volunteers
0

Preparer

Firm
Shelby Malvoso CPA
Address
360 Grand Ave 408, Oakland, CA 94610
Preparer
Shelby Malvoso
Phone
5104736240
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other contractors includes Project Director $59,450, Statewide Director $70,500, SIM contractor $52,161, Other contractors $24,963”

Raw XML AppendixShowing 400 of 625 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034161
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt032589
IRS990/AccountsReceivableGrp/BOYAmt036100
IRS990/AccountsReceivableGrp/EOYAmt032381
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To enhance the well being of Californians through innovation, inter-professional leadership, and nursing excellence.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt0806
IRS990/AdvertisingGrp/TotalAmt0806
IRS990/AllOtherContributionsAmt0519536
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Laine Snowman
IRS990/BooksInCareOfDetail/PhoneNum05108328400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 70007
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0115665
IRS990/CashNonInterestBearingGrp/EOYAmt0165385
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07554
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09339
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0147918
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0164811
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt038
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0185
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt026741
IRS990/ConferencesMeetingsGrp/TotalAmt026964
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0519536
IRS990/CYGrantsAndSimilarPaidAmt025103
IRS990/CYInvestmentIncomeAmt010801
IRS990/CYOtherExpensesAmt0380200
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0353437
IRS990/CYRevenuesLessExpensesAmt0-15642
IRS990/CYSalariesCompEmpBnftPaidAmt0494113
IRS990/CYTotalExpensesAmt0899416
IRS990/CYTotalFundraisingExpenseAmt021429
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0883774
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt061436
IRS990/DeferredRevenueGrp/EOYAmt017039
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0116
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0710
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06004
IRS990/DepreciationDepletionGrp/TotalAmt06830
IRS990/Desc0Building Educational Capacity - HI is leading the effort through educational capacity programs such as the Centralized Clinical Placement System, Bay Area and Los Angeles Resource Centers, use of simulation and Clinical Faculty Development.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0338611
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030906
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt030906
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0207073
IRS990/FeesForServicesOtherGrp/TotalAmt0207073
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt116757
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Terry Hill
IRS990/Form990PartVIISectionAGrp/PersonNm1Judith G Berg
IRS990/Form990PartVIISectionAGrp/PersonNm2J Kendall Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm3Ruth Ann Terry
IRS990/Form990PartVIISectionAGrp/PersonNm4Margarita Baggett
IRS990/Form990PartVIISectionAGrp/PersonNm5Debra Bakerjian
IRS990/Form990PartVIISectionAGrp/PersonNm6Theresa Brodrick
IRS990/Form990PartVIISectionAGrp/PersonNm7Linda Burnes Bolton
IRS990/Form990PartVIISectionAGrp/PersonNm8Mary Dee Hacker
IRS990/Form990PartVIISectionAGrp/PersonNm9Ida Danzey
IRS990/Form990PartVIISectionAGrp/PersonNm10Efrain Fuentes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1164798
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt025000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05103
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05103
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0883774
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt040
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01062
IRS990/InformationTechnologyGrp/ProgramServicesAmt02439
IRS990/InformationTechnologyGrp/TotalAmt03541
IRS990/InsuranceGrp/FundraisingAmt026
IRS990/InsuranceGrp/ManagementAndGeneralAmt01861
IRS990/InsuranceGrp/ProgramServicesAmt0757
IRS990/InsuranceGrp/TotalAmt02644
IRS990/IntangibleAssetsGrp/BOYAmt08000
IRS990/IntangibleAssetsGrp/EOYAmt03200
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt010801
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010801
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01051850
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0734971
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022961
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03458
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01427
IRS990/LandBldgEquipCostOrOtherBssAmt024388
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To enhance the well being of Californians through innovation, inter-professional leadership, and nursing excellence.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01167570
IRS990/NetAssetsOrFundBalancesEOYAmt01158880
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06952
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0984
IRS990/OccupancyGrp/ManagementAndGeneralAmt04048
IRS990/OccupancyGrp/ProgramServicesAmt029204
IRS990/OccupancyGrp/TotalAmt034236
IRS990/OfficeExpensesGrp/FundraisingAmt0761
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03987
IRS990/OfficeExpensesGrp/ProgramServicesAmt022662
IRS990/OfficeExpensesGrp/TotalAmt027410
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01357
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021056
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024196
IRS990/OtherExpensesGrp/Desc0Board Expenses
IRS990/OtherExpensesGrp/Desc1Education Materials
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011343
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt1668
IRS990/OtherExpensesGrp/TotalAmt011343
IRS990/OtherExpensesGrp/TotalAmt1668
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08366
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037436
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225915
IRS990/OtherSalariesAndWagesGrp/TotalAmt0271717
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01179
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03582
IRS990/PayrollTaxesGrp/ProgramServicesAmt028628
IRS990/PayrollTaxesGrp/TotalAmt033389
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt033086
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0257370
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015008
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013774
IRS990/PrincipalOfficerNm0Judith G Berg
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Speaker & Consulting Fees
IRS990/ProgramServiceRevenueGrp/Desc1Program Service Contracts & Fees
IRS990/ProgramServiceRevenueGrp/Desc2SIM Education
IRS990/ProgramServiceRevenueGrp/Desc3Subscription Fees
IRS990/ProgramServiceRevenueGrp/Desc4Sponsorships
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0128122
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1116108
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt258284
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332704
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt413763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1116108
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt258284
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332704
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt413763
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0Master Planning - HI is providing the leadership to develop a strategically driven, comprehensive plan for the California nursing workforce to ensure that the state will have the nurses needed to care for the people of California.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0277349
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0103
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt050969
IRS990/ProgSrvcAccomActy3Grp/Desc0Initiative on the Future of Nursing - HI serves as the lead coordinating entity to implement the recommendations from the Institute of Medicine's Future of Nursing Report (2010). This includes focused efforts to increase the number of RNs with a baccalaureate or higher degree, increasing the availability of nurse residency programs, removing scope of practice barriers, and expanding opportunities for nurses to lead and diffuse collaborative improvement efforts through state leadership of the Nurses on Boards Coalition.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt078487
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Diversity/Inclusiveness - HI leads and participates in regional and state-wide initiatives to increase alignment of the nursing workforce with the demographics of the communities served.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Transition to/in Practice - HI developed an academic/practice partnership model to transition newly licensed RNs into practice in multiple settings. This same model has been adapted to transition experienced RNs and nursing students into specialty positions through a collaborative partnership between schools of nursing and multiple hospital partners.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Additional Work - HI conducts an annual survey of recently licensed RNs to better understand employment trends throughout the state for this segment of the nursing workforce. Resources have been developed on the value proposition of the contributions of RNs to health outcomes, as well as a multi-disciplinary crosswalk tool to support team based care delivery models. HI is one of the founding organizations for a national initiative, National Education Progression in Nursing, to promote and build educational capacity to advance nurses to higher degrees.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt010250
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt14404
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt262196
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0310376
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05896
IRS990/PYOtherExpensesAmt0496080
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0332298
IRS990/PYRevenuesLessExpensesAmt0-465705
IRS990/PYSalariesCompEmpBnftPaidAmt0618195
IRS990/PYTotalExpensesAmt01114275
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0648570
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-15642
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,208,508
Liabilities
$49,628
Net assets
$1,158,880
Revenue
$883,774
Expenses
$899,416
Net income
-$15,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.25$0.43$1.43$1.46$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.15$0.46$1.39$1.33$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.16$0.36$1.22$1.13$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.14$0.23$0.87$1.22$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.08$0.57$0.82$0.96$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.08$0.70$0.64$1.06$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.10$1.11$1.08$1.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.05$1.16$0.88$0.90$0.02
2016Summary only. Only limited summary data is available for this year.$1.26$0.10$1.17$0.65$1.11$0.47
2015Summary only. Only limited summary data is available for this year.$1.72$0.09$1.63$0.63$1.50$0.87
2014Summary only. Only limited summary data is available for this year.$2.62$0.12$2.50$1.31$1.43$0.12
2013Summary only. Only limited summary data is available for this year.$2.73$0.12$2.62$2.40$1.57$0.83
2012Summary only. Only limited summary data is available for this year.$1.89$0.10$1.79$1.66$1.48$0.18
2011Summary only. Only limited summary data is available for this year.$1.65$0.04$1.61$1.78$1.19$0.59