PATHWAYS COMMUNITY HUB INSTITUTE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PATHWAYS COMMUNITY HUB INSTITUTE INC (EIN 81-3738049)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-04-28
- IRS object ID
- 202511189349300231
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T09:47:14-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341840794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRA & KOLENA LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4841 MONROE STREET SUITE 350 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813738049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAYS COMMUNITY HUB INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 4197400510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6725 W CENTRAL AVE M 124 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN RUMA | PersonNm |
| Person Title | FOUNDER AND CEO | PersonTitleTxt |
| Phone | 4197400510 | PhoneNum |
| Signature | 2025-03-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS E KOLENA | PreparerPersonNm |
| PTIN | P00189837 | PTIN |
| Phone | 4194745020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH REDDING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6725 W CENTRAL AVE M124 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,436,824 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PCHI-HUB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PCHI SUPPORTS COMMUNITIES TO IMPROVE HEALTH BY IMPLEMENTING THE PCHI MODEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $660,831 | PYContributionsGrantsAmt |
| CY Contributions Grants | $626,852 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $872,893 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $772,515 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,457 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,039 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,557,615 | PYTotalRevenueAmt |
| CY Total Revenue | $1,436,824 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,832 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $127,968 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $990,618 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $947,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $648,643 | PYOtherExpensesAmt |
| CY Other Expenses | $278,944 | CYOtherExpensesAmt |
| PY Total Expenses | $1,739,093 | PYTotalExpensesAmt |
| CY Total Expenses | $1,354,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$181,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $82,786 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,849,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,300,074 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $745,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,118,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,104,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,181,430 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PATHWAYS COMMUNITY HUB INSTITUTE (PCHI) SUPPORTS COMMUNITIES TO IMPROVE HEALTH AND TRANSFORM THEIR LOCAL HEALTHCARE DELIVERY SYSTEMS BY IMPLEMENTING THE PATHWAYS COMMUNITY HUB INSTITUTE MODEL. THE PCHI MODEL OF COMMUNITY-BASED, OUTCOME-DRIVEN CARE COORDINATION IS DESIGNED TO IMPROVE HEALTH AND QUALITY OF LIFE FOR THOSE AT GREATEST RISK FOR POOR HEALTH OUTCOMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,120,999 | ExpenseAmt |
| Grant | $127,968 | GrantAmt |
| Revenue | $772,515 | RevenueAmt |
| Desc | THE PATHWAYS COMMUNITY HUB INSTITUTE (PCHI) SUPPORTS COMMUNITIES TO IMPROVE HEALTH AND TRANSFORM THEIR LOCAL HEALTHCARE DELIVERY SYSTEMS BY IMPLEMENTING THE PATHWAYS COMMUNITY HUB INSTITUTE MODEL. THE PCHI MODEL OF COMMUNITY-BASED, OUTCOME-DRIVEN CARE COORDINATION IS DESIGNED TO IMPROVE HEALTH AND QUALITY OF LIFE FOR THOSE AT GREATEST RISK FOR POOR HEALTH OUTCOMES. PCHI ACCOMPLISHES ITS MISSION THROUGH PCHI MODEL DEVELOPMENT, RESEARCH, ADVOCACY, TECHNICAL ASSISTANCE, EDUCATION, TRAINING, AND CERTIFICATION. PCHI ASSURES FIDELITY TO THE PCHI MODEL, SETS ITS STANDARDS, AND IS THE CERTIFYING BODY FOR: PATHWAYS COMMUNITY HUBS, PATHWAYS AGENCIES, TECHNOLOGY VENDORS, AND COMMUNITY HEALTH WORKER INSTRUCTORS. | Desc |
| Total Program Service Expenses | $1,120,999 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4197400510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6725 W CENTRAL AVE M 124 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SARAH REDDING | |||||||
| FOUNDER & SECRETARY | 40.00 | Yes (X) | Yes (X) | $245,096 | $0 | $5,142 | |
| RICK WILK | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN RUMA | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $239,599 | $0 | $7,918 | |
| VONDIE WOODBURY | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BARNETT | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN MINYARD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JI IM | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRESSA LIBA | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY VREELAND | |||||||
| CHIEF QUALITY OFFICER | 40.00 | $108,692 | $0 | $0 | Yes (X) | ||
| MARY MARTELL | |||||||
| DIRECTOR OF EDUCATION AND TRAINING | 40.00 | $104,283 | $0 | $0 | Yes (X) | ||
| MICHELLE EDISON | |||||||
| DIRECTOR OF NETWORK DEVELOPMENT | 40.00 | $110,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $807,670 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,060 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $626,852 | AllOtherContributionsAmt |
| Total Contributions | $626,852 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATION & CONTRA | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $772,515 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $772,515 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $772,515 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,457 | TotalRevenueColumnAmt |
| Exclusion | $37,457 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,436,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $772,515 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,968 | TotalAmt |
| Program Services | $127,968 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,983 | TotalAmt |
| Program Services | $317,775 | ProgramServicesAmt |
| Management And General | $97,208 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,558 | TotalAmt |
| Program Services | $399,212 | ProgramServicesAmt |
| Management And General | $61,346 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,854 | TotalAmt |
| Program Services | $11,553 | ProgramServicesAmt |
| Management And General | $1,301 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,731 | TotalAmt |
| Program Services | $47,375 | ProgramServicesAmt |
| Management And General | $11,356 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,318 | TotalAmt |
| Management And General | $2,318 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,627 | TotalAmt |
| Program Services | $187,580 | ProgramServicesAmt |
| Management And General | $36,047 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181 | TotalAmt |
| Program Services | $31 | ProgramServicesAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,620 | TotalAmt |
| Program Services | $19,255 | ProgramServicesAmt |
| Management And General | $7,365 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,332 | TotalAmt |
| Program Services | $5,694 | ProgramServicesAmt |
| Management And General | $2,638 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190 | TotalAmt |
| Management And General | $1,190 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,108 | TotalAmt |
| Management And General | $5,108 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATION/TRAINING | $4,847 | $4,252 | $595 |
| SOFTWARE FEES | $2,427 | $2,427 | |
| DUES, FEES & SUBSCRIPTI | $1,763 | $300 | $1,463 |
| BANK SERVICE FEES | $27 | $27 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,038 | TotalAmt |
| Program Services | $1,120,999 | ProgramServicesAmt |
| Management And General | $233,039 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,449 | BOYAmt |
| EOY | $489,086 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,654 | BOYAmt |
| EOY | $1,570,923 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,203 | BOYAmt |
| EOY | $230,800 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708 | BOYAmt |
| EOY | $259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,927 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,227 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,939 | BOYAmt |
| EOY | $700 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,625 | BOYAmt |
| EOY | $8,306 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,849,578 | BOYAmt |
| EOY | $2,300,074 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,650 | BOYAmt |
| EOY | $15,282 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,096 | BOYAmt |
| EOY | $132,939 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,347 | BOYAmt |
| EOY | $927,394 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,135 | BOYAmt |
| EOY | $43,029 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,228 | BOYAmt |
| EOY | $1,118,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,350 | BOYAmt |
| EOY | $1,181,430 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,350 | BOYAmt |
| EOY | $1,181,430 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,849,578 | BOYAmt |
| EOY | $2,300,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $82,786 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$5,706 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,442,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $660,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $626,852 | CurrentTaxYearAmt |
| Total | $2,811,248 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $521,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $912,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $958,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $872,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $772,515 | CurrentTaxYearAmt |
| Total | $4,037,747 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $991,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,400,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,533,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,399,367 | CurrentTaxYearAmt |
| Total | $6,848,995 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,848,995 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,457 | CurrentTaxYearAmt |
| Total | $59,873 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,457 | CurrentTaxYearAmt |
| Total | $59,873 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,500 | CurrentTaxYearMinus1YearAmt |
| Total | $1,500 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $991,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,402,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,556,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,436,824 | CurrentTaxYearAmt |
| Total | $6,910,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99920 | PublicSupportPY509Pct |
| Investment Income CY | 0.00870 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,227 | DepreciationAmt |
| Book Value | $700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $700 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED LIABILITIES | $39,729 |
| MARK REDDING MEMORIAL | $2,800 |
| UNAPPLIED CASH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,029 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION THAT QUALIFIES AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES. THE ORGANIZATION HAS EVALUATED THE GUIDELINES RELATED TO UNCERTAIN TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT AUGUST 31, 2024. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COMMUNITY HEALTH ACCESS PROJECT | |||||||
| 1 MARION AVENUE SUITE 304 | MANSFIELD | OH | 44903 | 341884022 | $23,500 | $0 | TO CREATE A SYSTEM OF COORDINATED SUPPORT FOR A STRATEGIC AND EQUITABLE RESPONSE TO COVID-19 |
| COMMONSPIRIT HEALTH FOUNDATION | |||||||
| 185 BERRY ST STE 200 | SAN FRANCISCO | CA | 94107 | 850919176 | $56,905 | $0 | TO ASSIST IN FUNDING THE IMPLEMENTATION OF PATHWAYS COMMUNITY HUBS. |
| TREATY OAK STRATEGIES | |||||||
| 2317 AMUR DRIVE | AUSTIN | TX | 78745 | 872509301 | $24,062 | $0 | TO CREATE A SYSTEM OF COORDINATED SUPPORT FOR A STRATEGIC AND EQUITABLE RESPONSE TO COVID-19 |
| ACCESS TUSC | |||||||
| 1458 FIFTH STREET NW | NEW PHILADELPHIA | OH | 44663 | 475674812 | $23,501 | $0 | TO ASSIST IN FUNDING THE IMPLEMENTATION OF PATHWAYS COMMUNITY HUBS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH REDDING | ||||||||||||||
| FOUNDER & SECRETARY | $245,096 | $0 | $0 | $0 | $0 | $0 | $5,142 | $0 | $0 | $0 | $250,238 | $0 | $0 | $0 |
| JAN RUMA | ||||||||||||||
| PRESIDENT AND CEO | $239,599 | $0 | $0 | $0 | $0 | $0 | $7,918 | $0 | $0 | $0 | $247,517 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY WILL BE PROVIDED TO THE PRESIDENT AND TREASURER FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST STATEMENT ANNUALLY AND DISCLOSE ANY CONFLICTS AT THAT TIME. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 13,600. MANAGEMENT AND GENERAL EXPENSES 5,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,700. PROGRAM: PROGRAM SERVICE EXPENSES 173,980. MANAGEMENT AND GENERAL EXPENSES 30,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,927. |