Civic Intelligence

Engaged Health Foundation

990EZ • Fiscal year 2017 • EIN 82-1118656

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 09, 2019

Organization ProfileN/A
16192 Coastal HighwayLewes, DE 19958

(913) 620-0423

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$38,640

No earlier filing loaded for comparison.

Net Assets

$38,640

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

$80,032

No earlier filing loaded for comparison.

Expenses

$41,392

No earlier filing loaded for comparison.

Net Income

$38,640

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2017: $38,640Liabilities 2017: $0Net Assets 2017: $38,6402017Assets 2018: $30,283Liabilities 2018: $0Net Assets 2018: $30,2832018Assets 2019: $12,768Liabilities 2019: $0Net Assets 2019: $12,7682019Assets 2020: $78Liabilities 2020: $0Net Assets 2020: $782020Assets 2021: $37,426Liabilities 2021: $0Net Assets 2021: $37,4262021Assets 2022: $80Liabilities 2022: $0Net Assets 2022: $802022Assets 2023: $7,168Liabilities 2023: $0Net Assets 2023: $7,1682023Assets 2024: $320Liabilities 2024: $0Net Assets 2024: $3202024

Highlighted filing

2017

Assets$38,640
Liabilities$0
Net Assets$38,640
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2017: $80,032Expenses 2017: $41,392Net Income 2017: $38,6402017Revenue 2018: $44,804Expenses 2018: $53,161Net Income 2018: -$8,3572018Revenue 2019: $40,003Expenses 2019: $57,518Net Income 2019: -$17,5152019Revenue 2020: $2,002Expenses 2020: $14,692Net Income 2020: -$12,6902020Revenue 2021: $55,000Expenses 2021: $17,652Net Income 2021: $37,3482021Revenue 2022: $0Expenses 2022: $37,346Net Income 2022: -$37,3462022Revenue 2023: $50,035Expenses 2023: $42,947Net Income 2023: $7,0882023Revenue 2024: $105,000Expenses 2024: $111,848Net Income 2024: -$6,8482024

Highlighted filing

2017

Revenue$80,032
Expenses$41,392
Net Income$38,640
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 9, 2019
Return Version
2017v2.3
Gross Receipts
$80,032
Mission and Program Overview

Mission

Engaged Health Foundation(EHF) is a non-profit focused on bringing together leaders in the healthcare industry to discuss some of the most challenging issues we face. The main activity of EHF is to host an Annual Summit over three days where we invite leaders and industry experts to discuss key US healthcare issues and trends.

Program Services

DescriptionGrantsExpenses
Hosted 3 day annual summit to discuss key US healthcare issues and trends.$0$40,275
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew KaplanPresident, Director-$0--
Justin OppenheimerDirector-$0--
David WerryDirector-$0--
Daniel SteinDirector-$0--
William CozeanTreasurer, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Engaged Health Foundation
EIN
82-1118656
Phone
9136200423
Address
16192 Coastal Highway, Lewes, DE 19958

Signing Officer

Name
Andrew Kaplan
Title
President
Phone
9136200423
Signed
2019-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Tonneson & Company PC
Address
401 Edgewater Place Suite 300, Wakefield, MA 01880-6208
Preparer
Heidi E MacLean
Phone
7812459999
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 3.”

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

“Description: Service charges. Amount: 310. Description: Website Fees. Amount: 210. Description: Mail Service. Amount: 100. Description: Summit Expense. Amount: 40,275. Description: Start-Up Fees. Amount: 497. Total to Form 990-EZ, line 16: 41,392.”

Raw XML Appendix145 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boston
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002116
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrew Kaplan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Justin Oppenheimer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Werry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Cozean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer, Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041392
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Engaged Health Foundation(EHF) is a non-profit focused on bringing together leaders in the healthcare industry to discuss some of the most challenging issues we face. The main activity of EHF is to host an Annual Summit over three days where we invite leaders and industry experts to discuss key US healthcare issues and trends.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Hosted 3 day annual summit to discuss key US healthcare issues and trends.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040275
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt080032
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt080029
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IRS990ScheduleA/TotalSupportAmt080032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Service charges. Amount: 310. Description: Website Fees. Amount: 210. Description: Mail Service. Amount: 100. Description: Summit Expense. Amount: 40,275. Description: Start-Up Fees. Amount: 497. Total to Form 990-EZ, line 16: 41,392.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Kaplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09136200423
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Engaged Health Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ENGA
ReturnHeader/Filer/EIN0821118656
ReturnHeader/Filer/PhoneNum09136200423
ReturnHeader/Filer/USAddress/AddressLine1Txt016192 Coastal Highway
ReturnHeader/Filer/USAddress/CityNm0Lewes
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ReturnHeader/FilingSecurityInformation/IPDt02019-08-09
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ReturnHeader/FilingSecurityInformation/IPTm009:13:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042943536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tonneson & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 Edgewater Place Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018806208
ReturnHeader/PreparerPersonGrp/PhoneNum07812459999
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heidi E MacLean
ReturnHeader/ReturnTs02019-08-22T14:58:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,640
Liabilities
$0
Net assets
$38,640
Revenue
$80,032
Expenses
$41,392
Net income
$38,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.05$1.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.50$0.43$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.37$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.55$0.18$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.40$0.58$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.45$0.53$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.80$0.41$0.39