Civic Intelligence

Health Services Foundation

990 • Fiscal year 2015 • EIN 94-2260587

Mar 01, 2014 to Feb 28, 2015 • Filed on Dec 15, 2015

Organization ProfileN/A
4160 Dublin Blvd No 400Dublin, CA 94568

(925) 833-7300

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.29x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.42x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

65th percentile

$6,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Asset Growth

87th percentile

21%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-4.4%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,266,130

Up $398,353 (+21%) from 2014

Net Assets

Up

$1,616,267

Up $405,347 (+33%) from 2014

Liabilities

Down

$649,863

Down $6,994 (-1.1%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin78th percentile

Revenue

Down

$1,538,549

Down $71,186 (-4.4%) from 2014

Expenses

Down

$1,133,202

Down $326,822 (-22%) from 2014

Net Income

Up

$405,347

Up $255,636 (+171%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,168,313Liabilities 2011: $915,194Net Assets 2011: $1,253,1192011Assets 2012: $2,135,523Liabilities 2012: $931,295Net Assets 2012: $1,204,2282012Assets 2013: $2,115,912Liabilities 2013: $1,054,703Net Assets 2013: $1,061,2092013Assets 2014: $1,867,777Liabilities 2014: $656,857Net Assets 2014: $1,210,9202014Assets 2015: $2,266,130Liabilities 2015: $649,863Net Assets 2015: $1,616,2672015Assets 2016: $1,927,320Liabilities 2016: $290,108Net Assets 2016: $1,637,2122016Assets 2017: $1,863,097Liabilities 2017: $354,241Net Assets 2017: $1,508,8562017Assets 2018: $1,844,404Liabilities 2018: $503,608Net Assets 2018: $1,340,7962018Assets 2019: $1,854,177Liabilities 2019: $450,268Net Assets 2019: $1,403,9092019Assets 2020: $1,285,094Liabilities 2020: $61,893Net Assets 2020: $1,223,2012020Assets 2021: $1,133,230Liabilities 2021: $44,059Net Assets 2021: $1,089,1712021Assets 2022: $957,402Liabilities 2022: $36,524Net Assets 2022: $920,8782022Assets 2023: $904,176Liabilities 2023: $30,716Net Assets 2023: $873,4602023Assets 2024: $819,471Liabilities 2024: $13,300Net Assets 2024: $806,1712024Assets 2025: $791,889Liabilities 2025: $55,243Net Assets 2025: $736,6462025

Highlighted filing

2015

Assets$2,266,130
Liabilities$649,863
Net Assets$1,616,267
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,649,607Expenses 2011: $1,927,951Net Income 2011: -$278,3442011Revenue 2012: $1,686,215Expenses 2012: $1,735,106Net Income 2012: -$48,8912012Revenue 2013: $1,680,761Expenses 2013: $1,823,780Net Income 2013: -$143,0192013Revenue 2014: $1,609,735Expenses 2014: $1,460,024Net Income 2014: $149,7112014Revenue 2015: $1,538,549Expenses 2015: $1,133,202Net Income 2015: $405,3472015Revenue 2016: $1,414,054Expenses 2016: $1,393,109Net Income 2016: $20,9452016Revenue 2017: $1,216,778Expenses 2017: $1,345,134Net Income 2017: -$128,3562017Revenue 2018: $1,563,597Expenses 2018: $1,731,657Net Income 2018: -$168,0602018Revenue 2019: $1,580,930Expenses 2019: $1,517,817Net Income 2019: $63,1132019Revenue 2020: $1,097,696Expenses 2020: $1,278,404Net Income 2020: -$180,7082020Revenue 2021: $793,289Expenses 2021: $927,319Net Income 2021: -$134,0302021Revenue 2022: $1,041,855Expenses 2022: $1,210,148Net Income 2022: -$168,2932022Revenue 2023: $993,601Expenses 2023: $1,041,019Net Income 2023: -$47,4182023Revenue 2024: $856,736Expenses 2024: $924,025Net Income 2024: -$67,2892024Revenue 2025: $873,385Expenses 2025: $942,910Net Income 2025: -$69,5252025

Highlighted filing

2015

Revenue$1,538,549
Expenses$1,133,202
Net Income$405,347
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Dec 15, 2015
Return Version
2014v5.0
Gross Receipts
$1,538,549
Mission and Program Overview

Mission

To provide medical examinations for members and their dependents primarily in the canning, dehydration, and freezer industries, and to provide administrative services to administrators of taft hartley trust funds.

To provide medical examinations to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,131,515$1,487,404▲ $355,889
Investments Other Securities$561,084$612,891▲ $51,807
Land, Buildings, and Equipment, Net$157,791$117,832▼ $39,959
Prepaid Expenses and Deferred Charges$16,876$48,003▲ $31,127
Accounts Receivable$511$0▼ $511
Total Assets$1,867,777$2,266,130▲ $398,353
Liabilities
Other Liabilities$561,084$612,891▲ $51,807
Accounts Payable and Accrued Expenses$95,773$36,972▼ $58,801
Total Liabilities$656,857$649,863▼ $6,994
Net Assets / Fund Balance
Unrestricted Net Assets$1,210,920$1,616,267▲ $405,347
Total Net Assets Fund Balance$1,210,920$1,616,267▲ $405,347
Total Liabilities and Net Assets / Fund Balance$1,867,777$2,266,130▲ $398,353

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$117,832$462,530$580,362
Other Securities$612,891--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
Richard MutoPresident & Director$6,000$6,000
David J MackenzieVice President & Director$6,000$6,000
Nelson L RobbinsTreasurer & Director$6,000$6,000
Paul BergDirector$5,500$5,500
Jerry ReevesDirector - Past$5,000$5,000
John HurleyDirector$1,500$1,500
Luis DiazSecretary & Director$1,500$1,500
Gary LiskDirector$1,000$1,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdministratorsManagement Services4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568$379,992
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,538,260
Investment Income
$289
Other Revenue
$0
Change in Net Assets
$405,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,538,549
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,538,549
Total Revenue per Form 990
$1,538,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$784,672
Salaries, Compensation, and Employee Benefits$348,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$457,380-$457,380
Other Salaries and Wages$295,271--$295,271
Fees for Services Other$83,339--$83,339
Depreciation Depletion$51,823--$51,823
Current Officers, Directors, Trustees, and Key Employees-$32,500-$32,500
Office Expenses$25,757$740-$26,497
Travel$24,082$743-$24,825
Insurance$23,935--$23,935
Payroll Taxes$20,759--$20,759
Fees for Services Accounting-$18,500-$18,500
Conferences and Meetings$86$16,093-$16,179
Occupancy$10,483$895-$11,378
All Other Expenses$3,641$2,502-$6,143
Other Expenses$17,209$4,000-$4,000
Information Technology$3,530--$3,530
Fees for Services Legal-$3,391-$3,391
Advertising$1,234$1,364-$2,598
Total Functional Expenses$589,391$543,811$0$1,133,202

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,133,202
Total Expenses per Audited Statements$1,133,202
Total Expenses per Form 990$1,133,202
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Severance Due to Former Employees$612,891
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of directors has hired health services & benefit administrators, inc. To provide certain management functions under a written contract.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have a committee to act with authority on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 was provided to the board of directors for review before it was filed.”

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

“The organization requires that each director, officer and management employee with delegated powers who can influence the actions of the organization shall annually sign a statement that affirms they have received a copy of the conflict-of-interest policy, they have read and understand the policy, and they agree to comply with the policy.”

Form 990, Part VI, Section B, Line 15B

“The board of directors have approved a $500/month honoraria stipend for all directors, which is included in the annual budget and approved by the directors.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents, conflict-of-interest policy and financial information available to public.”

Form 990,part VI, Section A , Line 3

“The board of directors has hired health services and benefit administrators, to provide certain management functions under a written contract. Form 990, part vi, section a, line 8b the organization does not have a committee to act with authority on behalf of the governing body.”

Filing and Contact Details

Filer

Filer Name
Health Services Foundation
EIN
94-2260587
Phone
9258337300
Address
4160 DUBLIN BLVD NO 400, DUBLIN, CA 94568

Signing Officer

Name
Richard Muto
Title
President
Phone
9258337300
Signed
2015-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Muto
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Joseph Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Explanation: the board of directors is responsible for oversight of the audit and selection of an independent auditor. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The organization has analyzed the tax positions taken by the organization, and has concluded that, as of february 28, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The organization is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization believes it is no longer subject to income tax examinations for the fiscal years prior to 2012.”

Raw XML Appendix390 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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IRS990/Desc0PROVIDED MEDICAL EXAMINATIONS FOR MEMBERS AND THEIR DEPENDENTS PRIMARILY IN THE CANNING, DEHYDRATION, AND FREEZER INDUSTRIES AND PROVIDED ADMINISTRATIVE SERVICES TO TAFT HARTLEY TRUST FUNDS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY & DIRECTOR
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IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2MANAGEMENT & UNION
IRS990/OtherExpensesGrp/Desc3PENSION EXPENSE AND ADM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05703
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14000
IRS990/OtherExpensesGrp/ProgramServicesAmt028242
IRS990/OtherExpensesGrp/ProgramServicesAmt117209
IRS990/OtherExpensesGrp/TotalAmt028242
IRS990/OtherExpensesGrp/TotalAmt117209
IRS990/OtherExpensesGrp/TotalAmt25703
IRS990/OtherExpensesGrp/TotalAmt34000
IRS990/OtherLiabilitiesGrp/BOYAmt0561084
IRS990/OtherLiabilitiesGrp/EOYAmt0612891
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0295271
IRS990/OtherSalariesAndWagesGrp/TotalAmt0295271
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt020759
IRS990/PayrollTaxesGrp/TotalAmt020759
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016876
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048003
IRS990/PrincipalOfficerNm0RICHARD MUTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR WELLNESS TEST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01538260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01538260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0202
IRS990/PYOtherExpensesAmt01026346
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01609533
IRS990/PYRevenuesLessExpensesAmt0149711
IRS990/PYSalariesCompEmpBnftPaidAmt0433678
IRS990/PYTotalExpensesAmt01460024
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01609735
IRS990/ReconcilationRevenueExpnssAmt0405347
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01538260
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01131515
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01487404
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0117832
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0462530
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0580362
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01133202
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0612891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SEVERANCE DUE TO FORMER EMPLOYEES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0612891
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ASSETS (MUTUAL FUNDS) HELD IN RABBI TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01538549
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT, AS OF FEBRUARY 28, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0117832
IRS990ScheduleD/TotalBookValueSecuritiesAmt0612891
IRS990ScheduleD/TotalExpensesPerForm990Amt01133202
IRS990ScheduleD/TotalLiabilityAmt0612891
IRS990ScheduleD/TotalRevenuePerForm990Amt01538549
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01538549
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01133202
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAS HIRED HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. TO PROVIDE CERTAIN MANAGEMENT FUNCTIONS UNDER A WRITTEN CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES THAT EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, AND THEY AGREE TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS HAVE APPROVED A $500/MONTH HONORARIA STIPEND FOR ALL DIRECTORS, WHICH IS INCLUDED IN THE ANNUAL BUDGET AND APPROVED BY THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXPLANATION: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS HAS HIRED HEALTH SERVICES AND BENEFIT ADMINISTRATORS, TO PROVIDE CERTAIN MANAGEMENT FUNCTIONS UNDER A WRITTEN CONTRACT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990,PART VI, SECTION A , LINE 3
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01867777
IRS990/TotalAssetsEOYAmt02266130
IRS990/TotalAssetsGrp/BOYAmt01867777
IRS990/TotalAssetsGrp/EOYAmt02266130
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0543811
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0589391
IRS990/TotalFunctionalExpensesGrp/TotalAmt01133202
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0656857
IRS990/TotalLiabilitiesEOYAmt0649863
IRS990/TotalLiabilitiesGrp/BOYAmt0656857
IRS990/TotalLiabilitiesGrp/EOYAmt0649863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01210920
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01616267
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0589391
IRS990/TotalProgramServiceRevenueAmt01538260
IRS990/TotalReportableCompFromOrgAmt032500
IRS990/TotalRevenueGrp/ExclusionAmt0289
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01538260
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01538549
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01867777
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02266130
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0743
IRS990/TravelGrp/ProgramServicesAmt024082
IRS990/TravelGrp/TotalAmt024825
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01210920
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01616267
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
IRS990/USAddress/CityNm0DUBLIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094568
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MUTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09258337300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH SERVICES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0942260587
ReturnHeader/Filer/PhoneNum09258337300
ReturnHeader/Filer/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094568
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH THIERMANN
ReturnHeader/ReturnTs02015-12-15T15:57:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,266,130
Liabilities
$649,863
Net assets
$1,616,267
Revenue
$1,538,549
Expenses
$1,133,202
Net income
$405,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.79$0.06$0.74$0.87$0.94$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.86$0.92$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.87$0.99$1.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$1.04$1.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$0.79$0.93$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.06$1.22$1.10$1.28$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.45$1.40$1.58$1.52$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.50$1.34$1.56$1.73$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.35$1.51$1.22$1.35$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.29$1.64$1.41$1.39$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.65$1.62$1.54$1.13$0.41
2014Summary only. Only limited summary data is available for this year.$1.87$0.66$1.21$1.61$1.46$0.15
2013Summary only. Only limited summary data is available for this year.$2.12$1.05$1.06$1.68$1.82$0.14
2012Summary only. Only limited summary data is available for this year.$2.14$0.93$1.20$1.69$1.74$0.05
2011Summary only. Only limited summary data is available for this year.$2.17$0.92$1.25$1.65$1.93$0.28