Civic Intelligence

Healthlink

990EZ • Fiscal year 2021 • EIN 85-2468732

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

5211 N Salida Del Sol DriveTucson, AZ 85718

(520) 260-0937

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-3.2%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

96th percentile

$71,375

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 64.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$5,421

No earlier filing loaded for comparison.

Net Assets

$5,421

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$111,169

No earlier filing loaded for comparison.

Expenses

$114,707

No earlier filing loaded for comparison.

Net Income

-$3,538

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2021: $5,421Liabilities 2021: $0Net Assets 2021: $5,4212021Assets 2022: $17,925Liabilities 2022: $3,589Net Assets 2022: $14,3362022Assets 2023: $17,925Liabilities 2023: $3,589Net Assets 2023: $14,3362023Assets 2024: $93,241Liabilities 2024: $58,548Net Assets 2024: $34,6932024

Highlighted filing

2021

Assets$5,421
Liabilities$0
Net Assets$5,421

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $111,169Expenses 2021: $114,707Net Income 2021: -$3,5382021Revenue 2022: $98,717Expenses 2022: $92,267Net Income 2022: $6,4502022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $84,700Expenses 2024: $65,502Net Income 2024: $19,1982024

Highlighted filing

2021

Revenue$111,169
Expenses$114,707
Net Income-$3,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$111,169
Mission and Program Overview

Mission

Provide senior services in tucson area

Program Services

DescriptionGrantsExpenses
PROVISION OF INFORMATION AND ACCESS TO MEDICAL CARE, GAREGIVING, MEALS, TRANSPORTATION, EDUCATION AROUND END OF LIFE CARE AND OTHER RELATED SERVICES TO SENIOR COMMUNITY.-$114,707
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEAL K MERRILLKey EmployeePT$66,730$4,645$71,375
WILLIAM D MARTZCeopresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Healthlink
EIN
85-2468732
Address
5211 N SALIDA DEL SOL DRIVE, TUCSON, AZ 85718

Signing Officer

Name
William D Martz
Title
Ceopresident
Phone
5202600937
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stevenson Jones & Holmaas P C
Address
5920 East Pima Street Suite 170, Tucson, AZ 85712
Preparer
Nancy J Moffett
Phone
5208865495
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountadvertising and promotion 100bank service charges 66business licenses and permits 170contributions to 501(c)3 5,400computer and internet 275credentialing 250office expenses 7,664telephone expense 584

Raw XML Appendix109 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM D MARTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05202600937
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05211 N SALIDA DEL SOL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08959
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05421
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3538
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08164
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05421
IRS990EZ/GrossReceiptsAmt0111169
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05421
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05421
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt166730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt14645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM D MARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHEAL K MERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEOPRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1KEY EMPLOYEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SENIOR SERVICES IN TUCSON AREA
IRS990EZ/ProgramServiceRevenueAmt0111169
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVISION OF INFORMATION AND ACCESS TO MEDICAL CARE, GAREGIVING, MEALS, TRANSPORTATION, EDUCATION AROUND END OF LIFE CARE AND OTHER RELATED SERVICES TO SENIOR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0114707
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt092034
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114707
IRS990EZ/TotalProgramServiceExpensesAmt0114707
IRS990EZ/TotalRevenueAmt0111169
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0111169
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING AND PROMOTION 100BANK SERVICE CHARGES 66BUSINESS LICENSES AND PERMITS 170CONTRIBUTIONS TO 501(C)3 5,400COMPUTER AND INTERNET 275CREDENTIALING 250OFFICE EXPENSES 7,664TELEPHONE EXPENSE 584
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D MARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEOPRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05202600937
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHLINK
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0852468732
ReturnHeader/Filer/USAddress/AddressLine1Txt05211 N SALIDA DEL SOL DRIVE
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085718
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860424851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stevenson Jones & Holmaas P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05920 East Pima Street Suite 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085712
ReturnHeader/PreparerPersonGrp/PhoneNum05208865495
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy J Moffett
ReturnHeader/ReturnTs02022-11-15T16:51:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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