Civic Intelligence

Health Services Foundation

990 • Fiscal year 2016 • EIN 94-2260587

Mar 01, 2015 to Feb 29, 2016 • Filed on Dec 08, 2016

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

60th percentile

0.15x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.21x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

38th percentile

1.5%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$6,000

Higher top officer pay than 66% of similar nonprofits.

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-8.1%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,927,320

Down $338,810 (-15%) from 2015

Net Assets

Up

$1,637,212

Up $20,945 (+1.3%) from 2015

Liabilities

Down

$290,108

Down $359,755 (-55%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Down

$1,414,054

Down $124,495 (-8.1%) from 2015

Expenses

Up

$1,393,109

Up $259,907 (+23%) from 2015

Net Income

Down

$20,945

Down $384,402 (-95%) from 2015

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: $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

2016

Assets$1,927,320
Liabilities$290,108
Net Assets$1,637,212
Open 2016 Filing

Operations Trend

Revenue Growth23rd 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

2016

Revenue$1,414,054
Expenses$1,393,109
Net Income$20,945
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Dec 8, 2016
Return Version
2015v2.1
Gross Receipts
$1,414,054
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$1,487,404$1,549,317▲ $61,913
Investments Other Securities$612,891$262,922▼ $349,969
Land, Buildings, and Equipment, Net$117,832$72,188▼ $45,644
Prepaid Expenses and Deferred Charges$48,003$23,340▼ $24,663
Accounts Receivable-$19,553-
Total Assets$2,266,130$1,927,320▼ $338,810
Liabilities
Other Liabilities$612,891$262,922▼ $349,969
Accounts Payable and Accrued Expenses$36,972$27,186▼ $9,786
Total Liabilities$649,863$290,108▼ $359,755
Net Assets / Fund Balance
Unrestricted Net Assets$1,616,267$1,637,212▲ $20,945
Total Net Assets Fund Balance$1,616,267$1,637,212▲ $20,945
Total Liabilities and Net Assets / Fund Balance$2,266,130$1,927,320▼ $338,810

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$72,188$517,149$589,337
Other Securities$262,922--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
David J MackenzieVice President & Director$6,000$6,000
Gary LiskDirector$6,000$6,000
John HurleyDirector$6,000$6,000
Luis DiazSecretary & Director$6,000$6,000
Nelson L RobbinsTreasurer & Director$6,000$6,000
Paul BergDirector$6,000$6,000
Richard MutoPresident & Director$6,000$6,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdministratorsManagement Services4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568$379,992
Quest DiagnosticsLaboratory WorkPO BOX 740709, Atlanta, GA 30374$127,494
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,413,996
Investment Income
$58
Other Revenue
$0
Change in Net Assets
$20,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,414,054
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,414,054
Total Revenue per Form 990
$1,414,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,015,207
Salaries, Compensation, and Employee Benefits$377,902
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$440,232-$440,232
Other Salaries and Wages$312,377--$312,377
Fees for Services Other$200,916--$200,916
Office Expenses$55,540$1,824-$57,364
Depreciation Depletion$54,619--$54,619
Current Officers, Directors, Trustees, and Key Employees-$42,000-$42,000
Conferences and Meetings$2,414$39,300-$41,714
Information Technology$36,565--$36,565
Travel$29,564$4,191-$33,755
Insurance$30,062--$30,062
Fees for Services Accounting-$24,025-$24,025
Payroll Taxes$23,525--$23,525
Occupancy$11,436$758-$12,194
Advertising$2,092$5,944-$8,036
Other Expenses$4,161$4,000-$4,000
All Other Expenses$716$909-$1,625
Fees for Services Legal-$306-$306
Total Functional Expenses$829,620$563,489$0$1,393,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,393,109
Total Expenses per Audited Statements$1,393,109
Total Expenses per Form 990$1,393,109
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$262,922
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.”

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
2016-12-08
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 IX, Line 11G

“Medical director : program service expenses 42,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,000. Laboratory proc : program service expenses 127,494. Management and general expenses 0. Fundraising expenses 0. Total expenses 127,494. Lifestyle management fees : program service expenses 28,616. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,616. Payroll processing : program service expenses 2,806. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,806.”

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 29, 2016, 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 2013.”

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/TitleTxt0PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY & DIRECTOR
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRAILER MOVING
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3PENSION EXPENSE AND ADM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04000
IRS990/OtherExpensesGrp/ProgramServicesAmt045624
IRS990/OtherExpensesGrp/ProgramServicesAmt120009
IRS990/OtherExpensesGrp/ProgramServicesAmt24161
IRS990/OtherExpensesGrp/TotalAmt045624
IRS990/OtherExpensesGrp/TotalAmt120009
IRS990/OtherExpensesGrp/TotalAmt24161
IRS990/OtherExpensesGrp/TotalAmt34000
IRS990/OtherLiabilitiesGrp/BOYAmt0612891
IRS990/OtherLiabilitiesGrp/EOYAmt0262922
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0312377
IRS990/OtherSalariesAndWagesGrp/TotalAmt0312377
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt023525
IRS990/PayrollTaxesGrp/TotalAmt023525
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048003
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023340
IRS990/PrincipalOfficerNm0RICHARD MUTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR WELLNESS TEST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01413996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01413996
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0289
IRS990/PYOtherExpensesAmt0784672
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01538260
IRS990/PYRevenuesLessExpensesAmt0405347
IRS990/PYSalariesCompEmpBnftPaidAmt0348530
IRS990/PYTotalExpensesAmt01133202
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01538549
IRS990/ReconcilationRevenueExpnssAmt020945
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01413996
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01487404
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01549317
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt072188
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0517149
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0589337
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01393109
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0262922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SEVERANCE DUE TO FORMER EMPLOYEES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0262922
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ASSETS (MUTUAL FUNDS) HELD IN RABBI TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01414054
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT, AS OF FEBRUARY 29, 2016, 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 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072188
IRS990ScheduleD/TotalBookValueSecuritiesAmt0262922
IRS990ScheduleD/TotalExpensesPerForm990Amt01393109
IRS990ScheduleD/TotalLiabilityAmt0262922
IRS990ScheduleD/TotalRevenuePerForm990Amt01414054
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01414054
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01393109
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/ExplanationTxt6MEDICAL DIRECTOR : PROGRAM SERVICE EXPENSES 42,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,000. LABORATORY PROC : PROGRAM SERVICE EXPENSES 127,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 127,494. LIFESTYLE MANAGEMENT FEES : PROGRAM SERVICE EXPENSES 28,616. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,616. PAYROLL PROCESSING : PROGRAM SERVICE EXPENSES 2,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,806.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXPLANATION: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02266130
IRS990/TotalAssetsEOYAmt01927320
IRS990/TotalAssetsGrp/BOYAmt02266130
IRS990/TotalAssetsGrp/EOYAmt01927320
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0563489
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0829620
IRS990/TotalFunctionalExpensesGrp/TotalAmt01393109
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0649863
IRS990/TotalLiabilitiesEOYAmt0290108
IRS990/TotalLiabilitiesGrp/BOYAmt0649863
IRS990/TotalLiabilitiesGrp/EOYAmt0290108
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01616267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01637212
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0829620
IRS990/TotalProgramServiceRevenueAmt01413996
IRS990/TotalReportableCompFromOrgAmt042000
IRS990/TotalRevenueGrp/ExclusionAmt058
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01413996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01414054
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02266130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01927320
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04191
IRS990/TravelGrp/ProgramServicesAmt029564
IRS990/TravelGrp/TotalAmt033755
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01616267
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01637212
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MUTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09258337300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-08
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/ReturnTs02016-12-08T14:32:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-03-01
ReturnHeader/TaxPeriodEndDt02016-02-29
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,927,320
Liabilities
$290,108
Net assets
$1,637,212
Revenue
$1,414,054
Expenses
$1,393,109
Net income
$20,945
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