Civic Intelligence

Engaged Health Foundation

990EZ • Fiscal year 2019 • EIN 82-1118656

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$12,768

Down $17,515 (-58%) from 2018

Net Assets

Down

$12,768

Down $17,515 (-58%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$40,003

Down $4,801 (-11%) from 2018

Expenses

Up

$57,518

Up $4,357 (+8.2%) from 2018

Net Income

Down

-$17,515

Down $9,158 (-110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2019

Assets$12,768
Liabilities$0
Net Assets$12,768
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

2019

Revenue$40,003
Expenses$57,518
Net Income-$17,515
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$40,003
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$56,077
Compensation and Service Providers
Top Officer Pay77th 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
2020-11-12
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: Website Fees. Amount: 135. Description: Summit Expense. Amount: 57,383. Total to Form 990-EZ, line 16: 57,518.”

Raw XML Appendix158 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002116
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrew Kaplan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Werry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Cozean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt057518
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056077
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080029
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Website Fees. Amount: 135. Description: Summit Expense. Amount: 57,383. Total to Form 990-EZ, line 16: 57,518.
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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
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ReturnHeader/Filer/PhoneNum09136200423
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tonneson & Company PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018806208
ReturnHeader/PreparerPersonGrp/PhoneNum07812459999
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heidi E MacLean
ReturnHeader/ReturnTs02020-11-16T06:33:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,768
Liabilities
$0
Net assets
$12,768
Revenue
$40,003
Expenses
$57,518
Net income
-$17,515
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