Civic Intelligence

Healthimpact

990 • Fiscal year 2020 • EIN 82-0570413

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 29, 2021

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

61st percentile

0.12x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.09x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$185,518

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$642,879

Down $129,657 (-17%) from 2019

Net Assets

Down

$567,618

Down $128,356 (-18%) from 2019

Liabilities

Down

$75,261

Down $1,301 (-1.7%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin18th percentile

Revenue

Up

$822,890

Up $183,525 (+29%) from 2019

Expenses

Down

$961,305

Down $103,141 (-9.7%) from 2019

Net Income

Up

-$138,415

Up $286,666 (+67%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2020

Assets$642,879
Liabilities$75,261
Net Assets$567,618
Open 2020 Filing

Operations Trend

Revenue Growth79th 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

2020

Revenue$822,890
Expenses$961,305
Net Income-$138,415
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 29, 2021
Return Version
2020v4.0
Gross Receipts
$822,890
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$397,937$263,525▼ $134,412
Cash and Non-Interest-Bearing Accounts$278,076$227,836▼ $50,240
Savings and Temporary Cash Investments$0$95,606▲ $95,606
Pledges and Grants Receivable$41,218$27,473▼ $13,745
Accounts Receivable$40,600$20,385▼ $20,215
Prepaid Expenses and Deferred Charges$14,705$8,054▼ $6,651
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Total Assets$772,536$642,879▼ $129,657
Liabilities
Other Liabilities-$27,431-
Deferred Revenue$54,818$24,129▼ $30,689
Accounts Payable and Accrued Expenses$21,744$23,701▲ $1,957
Total Liabilities$76,562$75,261▼ $1,301
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$387,373$387,508▲ $135
Net Assets With Donor Restrictions$308,601$180,110▼ $128,491
Total Net Assets Fund Balance$695,974$567,618▼ $128,356
Total Liabilities and Net Assets / Fund Balance$772,536$642,879▼ $129,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$24,388$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 Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Garrett K ChanPresident & CEOFT$174,332$11,186$185,518

Board Members and Trustees

NameTitle
Debra BakerjianChair of the Board
Anna KigerBoard Member
David MarshallBoard Member
Karen GrimleyBoard Member
Linda ZornBoard Member
Loriann De MartiniBoard Member
Margarita BaggettBoard Member
Mary Dee HackerBoard Member
Ruth Ann TerrySecretary
Terry HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$456,466
Program Service Revenue
$360,424
Investment Income
$6,000
Other Revenue
$0
All Other Contributions
$362,693
Change in Net Assets
$-138,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$822,890
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,881
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$839,771
Total Revenue per Form 990
$822,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$705,716
Other Expenses$248,089
Total Fundraising Expense$25,837
Grants and Similar Amounts Paid$7,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$394,787$55,684$7,467$457,938
Current Officers, Directors, Trustees, and Key Employees$125,264$43,673$10,249$179,186
Fees for Services Other$116,098$2,642$5,000$123,740
Payroll Taxes$42,617$5,613$1,098$49,328
Occupancy$32,596$4,612$756$37,964
Office Expenses$29,534$4,044$947$34,525
Conferences and Meetings$20,298$261$2$20,561
Other Employee Benefits$19,018$22$224$19,264
Fees for Services Accounting-$11,705-$11,705
Grants to Domestic Orgs$7,500--$7,500
Information Technology$4,533$1,287$64$5,884
Other Expenses$95$5,279$2$5,376
Travel$4,768$-997$10$3,781
Insurance$774$1,791$18$2,583
Fees for Services Legal-$1,267-$1,267
Advertising$49$654-$703
Total Functional Expenses$797,931$137,537$25,837$961,305

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$968,126
Expenses per Audited Statements$961,305
Total Expenses per Form 990$961,305
Expenses Not Reported on Form 990$6,821
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Education Progression in NursingEdwardsville, IL501c3Organizational support$7,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CARES Act FICA Deferral$27,431
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 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
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 CEO signs and files the 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 the rate.”

Form 990, Part VI, Section C, Line 19

“The organization 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
Garrett Chan
Title
President and CEO
Phone
5108328400
Signed
2021-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Garrett Chan
Formed
2001
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
9
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, Header, Line B

“Due to the pandemic and office closure the annual audit for 2020 was delayed and not completed until 2022. This amendment reflects audit adjustments made to the statement of functional expenses and to report the audit reconciliation on Schedule D.”

Form 990, Part IX, Line 11G

“Program Director, SIM educators, Project Manager, Payroll Service and Other.”

Financial Statement Notes

Schedule D, Part X, Line 2

“As a public charity, the Organization is exempt from income taxes except on activities unrelated to its mission. As management believes that all of the Organization's activities are directly related to its mission, no provision has been made for income tax expense. The Organization's federal Returns of Organization Exempt from Income Tax (Form 990) for the tax years ending in 2017 through 2019 are subject to examination by the Internal Revenue Service, generally for three years after they were filed. The Organization's California Exempt Organization Annual Information Returns (Form 199) for the tax years ending in 2016 through 2019 are subject to examination by the Franchise Tax Board, generally for four years after they were filed.”

Raw XML AppendixShowing 400 of 611 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/BOYAmt021744
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023701
IRS990/AccountsReceivableGrp/BOYAmt040600
IRS990/AccountsReceivableGrp/EOYAmt020385
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To enhance the well-being of Californians through innovation, interprofessional leadership, and nursing excellence.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0654
IRS990/AdvertisingGrp/ProgramServicesAmt049
IRS990/AdvertisingGrp/TotalAmt0703
IRS990/AllOtherContributionsAmt0362693
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0The Organization
IRS990/BooksInCareOfDetail/PhoneNum05108328400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 70007
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0278076
IRS990/CashNonInterestBearingGrp/EOYAmt0227836
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010249
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043673
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0125264
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0179186
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt02
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0261
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt020298
IRS990/ConferencesMeetingsGrp/TotalAmt020561
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0456466
IRS990/CYGrantsAndSimilarPaidAmt07500
IRS990/CYInvestmentIncomeAmt06000
IRS990/CYOtherExpensesAmt0248089
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0360424
IRS990/CYRevenuesLessExpensesAmt0-138415
IRS990/CYSalariesCompEmpBnftPaidAmt0705716
IRS990/CYTotalExpensesAmt0961305
IRS990/CYTotalFundraisingExpenseAmt025837
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0822890
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt054818
IRS990/DeferredRevenueGrp/EOYAmt024129
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0General: HI is engaged in efforts to prepare RNs for work in hospital priority specialty areas such as perioperative nursing. HI conducts an annual survey of recently licensed RNs to better understand employment and social determinants of health trends throughout the state for this segment of the nursing workforce. Also, HI coordinated efforts for a statewide nursing response to the COVID-19 pandemic for the nursing profession and nursing education.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0308601
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0180110
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0265793
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011705
IRS990/FeesForServicesAccountingGrp/TotalAmt011705
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01267
IRS990/FeesForServicesLegalGrp/TotalAmt01267
IRS990/FeesForServicesOtherGrp/FundraisingAmt05000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02642
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0116098
IRS990/FeesForServicesOtherGrp/TotalAmt0123740
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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/AverageHoursPerWeekRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
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/OtherCompensationAmt011186
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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/PersonNm0Garrett K Chan
IRS990/Form990PartVIISectionAGrp/PersonNm1Debra Bakerjian
IRS990/Form990PartVIISectionAGrp/PersonNm2Terry Hill
IRS990/Form990PartVIISectionAGrp/PersonNm3Ruth Ann Terry
IRS990/Form990PartVIISectionAGrp/PersonNm4Margarita Baggett
IRS990/Form990PartVIISectionAGrp/PersonNm5Mary Dee Hacker
IRS990/Form990PartVIISectionAGrp/PersonNm6Loriann De Martini
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen Grimley
IRS990/Form990PartVIISectionAGrp/PersonNm8Linda Zorn
IRS990/Form990PartVIISectionAGrp/PersonNm9Anna Kiger
IRS990/Form990PartVIISectionAGrp/PersonNm10David Marshall
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0174332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair of the Board
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/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt093773
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0822890
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt064
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01287
IRS990/InformationTechnologyGrp/ProgramServicesAmt04533
IRS990/InformationTechnologyGrp/TotalAmt05884
IRS990/InsuranceGrp/FundraisingAmt018
IRS990/InsuranceGrp/ManagementAndGeneralAmt01791
IRS990/InsuranceGrp/ProgramServicesAmt0774
IRS990/InsuranceGrp/TotalAmt02583
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06000
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06000
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0397937
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0263525
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024388
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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, interprofessional leadership, and nursing excellence.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0695974
IRS990/NetAssetsOrFundBalancesEOYAmt0567618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010059
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0387373
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0387508
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0756
IRS990/OccupancyGrp/ManagementAndGeneralAmt04612
IRS990/OccupancyGrp/ProgramServicesAmt032596
IRS990/OccupancyGrp/TotalAmt037964
IRS990/OfficeExpensesGrp/FundraisingAmt0947
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04044
IRS990/OfficeExpensesGrp/ProgramServicesAmt029534
IRS990/OfficeExpensesGrp/TotalAmt034525
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0224
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019018
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019264
IRS990/OtherExpensesGrp/Desc0Board Expenses
IRS990/OtherExpensesGrp/FundraisingAmt02
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05279
IRS990/OtherExpensesGrp/ProgramServicesAmt095
IRS990/OtherExpensesGrp/TotalAmt05376
IRS990/OtherLiabilitiesGrp/EOYAmt027431
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07467
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055684
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0394787
IRS990/OtherSalariesAndWagesGrp/TotalAmt0457938
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01098
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05613
IRS990/PayrollTaxesGrp/ProgramServicesAmt042617
IRS990/PayrollTaxesGrp/TotalAmt049328
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt041218
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027473
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014705
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08054
IRS990/PrincipalOfficerNm0Garrett Chan
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees and Contractos
IRS990/ProgramServiceRevenueGrp/Desc1SIM Education
IRS990/ProgramServiceRevenueGrp/Desc2Speaker and Consulting Fees
IRS990/ProgramServiceRevenueGrp/Desc3Subscription Fees
IRS990/ProgramServiceRevenueGrp/Desc4Benner Courses
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0153789
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1107865
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259653
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt331157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt47960
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0153789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1107865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt331157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47960
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0Education: HI is leading the effort through educational capacity programs such as the Centralized Clinical Placement System, Bay Area and Los Angeles Resource Centers, and Clinical Faculty Development. 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. HI built upon the 2018 Regional Nursing Summits report by convening an implementation work group in 2019 to address clinical placement shortages, among other emergent educational issues. HI's California Simulation Alliance is a leader in development for simulation educators, having trained over 2,500 simulation faculty, utilizing course with an interprofessional focus that are designed for all levels.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0218176
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0180357
IRS990/ProgSrvcAccomActy3Grp/Desc0HI serves as the lead coordinating entity to implement the recommendations from the Institute of Medicine's Future of Nursing Report (2010) and participated in the national Town Hall meetings to get prepared for the Future of Nursing 2020-2030 report. The 2010 report includes focused efforts to increase the number of RN's 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. HI is working to research and better prepare RNs for enhanced roles in primary care settings, and collaborating in research and education on the value and roles of nurses in interprofessional teams.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0313962
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt059212
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0282887
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt014541
IRS990/PYOtherExpensesAmt0471523
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0341937
IRS990/PYRevenuesLessExpensesAmt0-425081
IRS990/PYSalariesCompEmpBnftPaidAmt0587923
IRS990/PYTotalExpensesAmt01064446
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0639365
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-138415
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0120414
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0456466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0282887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0726366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0519536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0310376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02295631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010801
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05896
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045469
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01734069
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84782
IRS990ScheduleA/PublicSupportPY170Pct00.79358
IRS990ScheduleA/PublicSupportTotal170Amt01984834
IRS990ScheduleA/SubstantialContributorsTotAmt0310797
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0456466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0282887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0726366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0519536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0310376

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$642,879
Liabilities
$75,261
Net assets
$567,618
Revenue
$822,890
Expenses
$961,305
Net income
-$138,415
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
2020Detailed filing. Detailed filing data is available for this year.$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