Civic Intelligence

Health Services Foundation

990 • Fiscal year 2018 • EIN 94-2260587

Mar 01, 2017 to Feb 28, 2018 • Filed on Dec 04, 2018

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

74th percentile

0.27x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.32x

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

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

68th percentile

$12,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,844,404

Down $18,693 (-1.0%) from 2017

Net Assets

Down

$1,340,796

Down $168,060 (-11%) from 2017

Liabilities

Up

$503,608

Up $149,367 (+42%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin18th percentile

Revenue

Up

$1,563,597

Up $346,819 (+29%) from 2017

Expenses

Up

$1,731,657

Up $386,523 (+29%) from 2017

Net Income

Down

-$168,060

Down $39,704 (-31%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$1,844,404
Liabilities$503,608
Net Assets$1,340,796
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$1,563,597
Expenses$1,731,657
Net Income-$168,060
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Gross Receipts
$1,563,597
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$1,363,549$1,331,164▼ $32,385
Investments Other Securities$306,085$390,845▲ $84,760
Accounts Receivable$123,833$66,165▼ $57,668
Land, Buildings, and Equipment, Net$46,223$35,322▼ $10,901
Prepaid Expenses and Deferred Charges$23,407$20,908▼ $2,499
Total Assets$1,863,097$1,844,404▼ $18,693
Liabilities
Other Liabilities$306,085$390,845▲ $84,760
Accounts Payable and Accrued Expenses$48,156$112,763▲ $64,607
Total Liabilities$354,241$503,608▲ $149,367
Net Assets / Fund Balance
Unrestricted Net Assets$1,508,856$1,340,796▼ $168,060
Total Net Assets Fund Balance$1,508,856$1,340,796▼ $168,060
Total Liabilities and Net Assets / Fund Balance$1,863,097$1,844,404▼ $18,693

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,322$592,374$627,696
Other Securities$390,845--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary LiskChief Operating Officer/directorPT$12,000$12,000
Nelson L RobbinsTreasurer & Director-$12,000$12,000
Richard MutoPresident & Director-$12,000$12,000
David J MackenzieVice President & Director-$12,000$12,000
John HurleyDirector-$12,000$12,000
Luis DiazSecretary & Director-$12,000$12,000
Paul BergDirector-$12,000$12,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdministratorsManagement Services4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568$277,104
Quest DiagnosticsLaboratory ServicesPO BOX 740709, Atlanta, GA 30374-0709$161,668
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,561,665
Investment Income
$1,932
Other Revenue
$0
Change in Net Assets
$-168,060

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,563,597
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,563,597
Total Revenue per Form 990
$1,563,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$925,844
Salaries, Compensation, and Employee Benefits$805,813
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$676,048--$676,048
Fees for Services Management-$354,492-$354,492
Fees for Services Other$223,613--$223,613
Current Officers, Directors, Trustees, and Key Employees-$84,000-$84,000
Office Expenses$66,630$2,200-$68,830
Payroll Taxes$45,765--$45,765
Travel$36,738$966-$37,704
Insurance$37,351--$37,351
Advertising$1,650$32,077-$33,727
Conferences and Meetings$273$24,300-$24,573
Fees for Services Accounting-$20,300-$20,300
Depreciation Depletion$16,079--$16,079
Occupancy$11,436--$11,436
Information Technology$11,257--$11,257
Fees for Services Legal-$4,730-$4,730
Other Expenses$5,202$3,000-$3,000
All Other Expenses-$1,912-$1,912
Total Functional Expenses$1,203,680$527,977$0$1,731,657

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,731,657
Total Expenses per Audited Statements$1,731,657
Total Expenses per Form 990$1,731,657
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$390,845
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 11B

“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 $1000/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
2018-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Muto
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
14
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 43,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 43,200. Laboratory proc : program service expenses 169,212. Management and general expenses 0. Fundraising expenses 0. Total expenses 169,212. Lifestyle management fees : program service expenses 8,104. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,104. Payroll processing : program service expenses 3,097. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,097.”

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, 2018, 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 2015.”

Raw XML Appendix394 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT & DIRECTOR
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRAILER MOVING
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3PENSION EXPENSE AND ADM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03000
IRS990/OtherExpensesGrp/ProgramServicesAmt059528
IRS990/OtherExpensesGrp/ProgramServicesAmt112110
IRS990/OtherExpensesGrp/ProgramServicesAmt25202
IRS990/OtherExpensesGrp/TotalAmt059528
IRS990/OtherExpensesGrp/TotalAmt112110
IRS990/OtherExpensesGrp/TotalAmt25202
IRS990/OtherExpensesGrp/TotalAmt33000
IRS990/OtherLiabilitiesGrp/BOYAmt0306085
IRS990/OtherLiabilitiesGrp/EOYAmt0390845
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0676048
IRS990/OtherSalariesAndWagesGrp/TotalAmt0676048
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt045765
IRS990/PayrollTaxesGrp/TotalAmt045765
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023407
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020908
IRS990/PrincipalOfficerNm0RICHARD MUTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR HEALTH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01561665
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01561665
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0449
IRS990/PYOtherExpensesAmt0819237
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01216329
IRS990/PYRevenuesLessExpensesAmt0-128356
IRS990/PYSalariesCompEmpBnftPaidAmt0525897
IRS990/PYTotalExpensesAmt01345134
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01216778
IRS990/ReconcilationRevenueExpnssAmt0-168060
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01561665
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01363549
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01331164
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt035322
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0592374
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0627696
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01731657
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0390845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SEVERANCE DUE TO FORMER EMPLOYEES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0390845
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ASSETS (MUTUAL FUNDS) HELD IN RABBI TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01563597
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT, AS OF FEBRUARY 28, 2018, 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035322
IRS990ScheduleD/TotalBookValueSecuritiesAmt0390845
IRS990ScheduleD/TotalExpensesPerForm990Amt01731657
IRS990ScheduleD/TotalLiabilityAmt0390845
IRS990ScheduleD/TotalRevenuePerForm990Amt01563597
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01563597
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01731657
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 $1000/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 43,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,200. LABORATORY PROC : PROGRAM SERVICE EXPENSES 169,212. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,212. LIFESTYLE MANAGEMENT FEES : PROGRAM SERVICE EXPENSES 8,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,104. PAYROLL PROCESSING : PROGRAM SERVICE EXPENSES 3,097. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,097.
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 11B
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/TotalAssetsBOYAmt01863097
IRS990/TotalAssetsEOYAmt01844404
IRS990/TotalAssetsGrp/BOYAmt01863097
IRS990/TotalAssetsGrp/EOYAmt01844404
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0527977
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01203680
IRS990/TotalFunctionalExpensesGrp/TotalAmt01731657
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0354241
IRS990/TotalLiabilitiesEOYAmt0503608
IRS990/TotalLiabilitiesGrp/BOYAmt0354241
IRS990/TotalLiabilitiesGrp/EOYAmt0503608
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01508856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01340796
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01203680
IRS990/TotalProgramServiceRevenueAmt01561665
IRS990/TotalReportableCompFromOrgAmt084000
IRS990/TotalRevenueGrp/ExclusionAmt01932
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01561665
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01563597
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01863097
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01844404
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0966
IRS990/TravelGrp/ProgramServicesAmt036738
IRS990/TravelGrp/TotalAmt037704
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01508856
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01340796
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
IRS990/USAddress/CityNm0DUBLIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094568
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MUTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09258337300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D85FB602DC4FA66F28A631CB81EF53DF59ECABFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092C7F91AD246760067C653CBF66B8BF12B4D5FD1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02018-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:23:12
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/ReturnTs02018-12-04T17:23:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,844,404
Liabilities
$503,608
Net assets
$1,340,796
Revenue
$1,563,597
Expenses
$1,731,657
Net income
-$168,060
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