HEALTHWISE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHWISE INC (EIN 23-7455145)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-09
- IRS object ID
- 201520409349300967
- Schema version
- 2013v4.0
- 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 | 2015-02-09T14:22:18-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460879716 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coles Reinstein PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 960 Broadway Avenue Suite 415 | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 83706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237455145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthwise Incorporated | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2083451161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1989 | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 837011989 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A James Balkins III | PersonNm |
| Person Title | Treasurer, CSO, CFO | PersonTitleTxt |
| Phone | 2083451161 | PhoneNum |
| Signature | 2015-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S Jason Coles CPA | PreparerPersonNm |
| PTIN | P00455119 | PTIN |
| Phone | 2083452350 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Donald W Kemper | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1989 | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 837011989 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,398,525 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.healthwise.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 256 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,143,374 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,875 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,875 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,221 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,539 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,316,865 | PYOtherRevenueAmt |
| CY Other Revenue | $31,866,952 | CYOtherRevenueAmt |
| PY Total Revenue | $28,369,961 | PYTotalRevenueAmt |
| CY Total Revenue | $55,123,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,787,142 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,549,508 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,184,607 | PYOtherExpensesAmt |
| CY Other Expenses | $6,997,695 | CYOtherExpensesAmt |
| PY Total Expenses | $28,971,749 | PYTotalExpensesAmt |
| CY Total Expenses | $34,547,203 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$601,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,576,537 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,876,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,308,124 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,522,341 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,234,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,353,748 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,073,991 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,057,879 | ExpenseAmt |
| Revenue | $31,868,827 | RevenueAmt |
| Desc | See Schedule O. | Desc |
| Total Program Service Expenses | $28,057,879 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 256 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A James Balkins III CFO CSO & Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083451161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 N Bogus Basin Road | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 83701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Margaret Peggy O'Kane | ||||||||
| Chairperson of the Board | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Archie Clemins | ||||||||
| Vice Chairman of the Board | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard A Skinner | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Donald W Kemper | ||||||||
| CEO and Former Chairman | 50.00 | Yes (X) | Yes (X) | $360,054 | $0 | $133,978 | ||
| John Billings | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Clarence H Braddock III | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Edgman-Levitan | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Ted Epperly | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James Everett | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daina Middleton | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruth Prince | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristi Saucerman | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr John Wennberg | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James R Bell | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Steven Schneider | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James V Giuffre | ||||||||
| President & Chief Operating Officer | 50.00 | Yes (X) | $269,627 | $0 | $92,769 | |||
| Dr Martin Gabica | ||||||||
| Chief Medical Officer | 50.00 | Yes (X) | $248,519 | $0 | $45,387 | |||
| Dr Michael Barry | ||||||||
| Chief Science Officer | 32.00 | Yes (X) | $0 | $0 | $0 | |||
| A James Balkins III | ||||||||
| CSO, CFO & Treasurer | 40.00 | Yes (X) | $213,813 | $0 | $37,609 | |||
| Neal Benz | ||||||||
| Chief Technology Officer | 50.00 | Yes (X) | $209,206 | $0 | $30,550 | |||
| Christine Fisler | ||||||||
| Chief Integration Officer | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Wexler | ||||||||
| Chief Clinical Integration Officer | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Eileen Casal | ||||||||
| General Counsel | 50.00 | Yes (X) | $235,617 | $0 | $30,300 | |||
| Molly Mettler | ||||||||
| Senior VP | 24.00 | Yes (X) | $92,679 | $0 | $16,621 | |||
| Mitzi Jensen | ||||||||
| Senior VP | 50.00 | Yes (X) | $176,983 | $0 | $20,505 | |||
| Leslie Kelly Hall | ||||||||
| Senior VP | 50.00 | Yes (X) | $185,445 | $0 | $29,318 | |||
| Benjamin Moulton | ||||||||
| Senior VP | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Baker | ||||||||
| Senior VP | 50.00 | Yes (X) | $197,316 | $0 | $26,224 | |||
| Jason Burum | ||||||||
| Senior VP | 50.00 | Yes (X) | $198,586 | $0 | $27,324 | |||
| Carol Casler | ||||||||
| VP | 50.00 | Yes (X) | $114,476 | $0 | $17,570 | |||
| Phyllis Royston | ||||||||
| VP | 50.00 | Yes (X) | $129,036 | $0 | $17,045 | |||
| Miriam Beecham | ||||||||
| VP | 50.00 | Yes (X) | $117,995 | $0 | $34,085 | |||
| Stephen Tad Arnt | ||||||||
| VP | 50.00 | Yes (X) | $144,933 | $0 | $28,606 | |||
| Kevin Harbauer | ||||||||
| VP | 50.00 | Yes (X) | $152,571 | $0 | $32,740 | |||
| Christine Calhoun | ||||||||
| VP | 50.00 | Yes (X) | $118,265 | $0 | $28,364 | |||
| Russell Van Horne | ||||||||
| VP | 50.00 | Yes (X) | $131,689 | $0 | $15,982 | |||
| Darra Wray | ||||||||
| VP | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Diana Stilwell | ||||||||
| VP | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Lauber | ||||||||
| Account Executive | 50.00 | $227,849 | $0 | $35,605 | Yes (X) | |||
| Brigid Runyon | ||||||||
| Account Executive | 50.00 | $227,433 | $0 | $17,996 | Yes (X) | |||
| David Mink | ||||||||
| Sales Manager | 50.00 | $159,072 | $0 | $30,536 | Yes (X) | |||
| Dr Adam Husney | ||||||||
| Medical Director | 32.00 | $171,177 | $0 | $28,334 | Yes (X) | |||
| Dr Kathleen Romito | ||||||||
| Medical Director | 32.00 | $158,173 | $0 | $19,634 | Yes (X) | |||
| James Watkins | ||||||||
| Business Development Director | 50.00 | $145,499 | $0 | $17,184 | Yes (X) | |||
| Debbie Johnson | ||||||||
| Account Executive | 50.00 | $145,035 | $0 | $31,555 | Yes (X) | |||
| Mark Parsons | ||||||||
| Partner Development Director | 50.00 | $134,214 | $0 | $27,739 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,665,262 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $873,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Slalom Consulting | |||||
| PO Box 101416 | Pasadena | CA | 911891416 | Consulting Services | $169,239 |
| Group Avantica Inc | |||||
| 2680 Bayshore Pkwy Ste 416 | Mountain View | CA | 94043 | Consulting Services | $148,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $23,143,374 | AllOtherContributionsAmt |
| Noncash Contributions | $18,796,776 | NoncashContributionsAmt |
| Total Contributions | $23,143,374 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book training/consulti | Desc |
| Business | 511130 | BusinessCd |
| Total Revenue Column | $1,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,875 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,875 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,832 | TotalRevenueColumnAmt |
| Exclusion | $122,832 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $925,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $936,293 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$11,293 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,293 | TotalRevenueColumnAmt |
| Exclusion | -$11,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $34,178,610 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,338,492 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,840,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,840,118 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Misc. fees/rebates/ref | 900099 | $14,427 | $14,427 |
| Honoraria | 900099 | $9,000 | $9,000 |
| Customer finance charg | 900099 | $2,994 | $2,994 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $413 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,834 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,123,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,868,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,206,477 | TotalAmt |
| Program Services | $3,098,753 | ProgramServicesAmt |
| Management And General | $2,107,724 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,477,290 | TotalAmt |
| Program Services | $15,370,119 | ProgramServicesAmt |
| Management And General | $2,107,171 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,244 | TotalAmt |
| Program Services | $928,109 | ProgramServicesAmt |
| Management And General | $129,135 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,250 | TotalAmt |
| Program Services | $1,904,440 | ProgramServicesAmt |
| Management And General | $406,810 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,247 | TotalAmt |
| Program Services | $1,257,302 | ProgramServicesAmt |
| Management And General | $239,945 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,070 | TotalAmt |
| Management And General | $439,070 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,977 | TotalAmt |
| Management And General | $38,977 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,874 | TotalAmt |
| Management And General | $3,874 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737,670 | TotalAmt |
| Program Services | $1,545,058 | ProgramServicesAmt |
| Management And General | $192,612 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,157 | TotalAmt |
| Program Services | $129,780 | ProgramServicesAmt |
| Management And General | $377 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,757 | TotalAmt |
| Program Services | $38,653 | ProgramServicesAmt |
| Management And General | $69,104 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,822 | TotalAmt |
| Program Services | $23 | ProgramServicesAmt |
| Management And General | $1,427,799 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,603 | TotalAmt |
| Program Services | $625 | ProgramServicesAmt |
| Management And General | $630,978 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,610 | TotalAmt |
| Program Services | $793,161 | ProgramServicesAmt |
| Management And General | $159,449 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,867 | TotalAmt |
| Program Services | $323,108 | ProgramServicesAmt |
| Management And General | $4,759 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,167 | TotalAmt |
| Management And General | $886,167 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,735 | TotalAmt |
| Management And General | $86,735 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Publications/Subscripti | $109,348 | $82,151 | $27,197 |
| Memberships and Dues | $55,413 | $18,638 | $36,775 |
| Sales/Use Tax | $33,138 | $33,138 | |
| Expendable Furniture an | $19,861 | $19,861 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,626 | TotalAmt |
| Program Services | $2,567,959 | ProgramServicesAmt |
| Management And General | -$2,558,333 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,547,203 | TotalAmt |
| Program Services | $28,057,879 | ProgramServicesAmt |
| Management And General | $6,489,324 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,706,132 | BOYAmt |
| EOY | $6,449,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,734,681 | BOYAmt |
| EOY | $9,228,452 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,006,539 | BOYAmt |
| EOY | $3,389,030 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,123 | BOYAmt |
| EOY | $29,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,727 | BOYAmt |
| EOY | $704,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,746,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,429,492 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,710,507 | BOYAmt |
| EOY | $10,316,714 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,679 | BOYAmt |
| EOY | $12,889,920 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,701 | BOYAmt |
| EOY | $301,297 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,876,089 | BOYAmt |
| EOY | $43,308,124 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,601,919 | BOYAmt |
| EOY | $4,157,599 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,422 | BOYAmt |
| EOY | $1,076,534 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,522,341 | BOYAmt |
| EOY | $5,234,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,353,748 | BOYAmt |
| EOY | $38,073,991 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,353,748 | BOYAmt |
| EOY | $38,073,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,876,089 | BOYAmt |
| EOY | $43,308,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,576,537 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $143,706 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $23,143,374 | CurrentTaxYearAmt |
| Total | $23,143,599 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,224,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,484,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,522,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,341,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,195,325 | CurrentTaxYearAmt |
| Total | $150,768,401 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,225,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,484,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,522,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,341,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,338,699 | CurrentTaxYearAmt |
| Total | $173,912,000 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,423,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,921,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,867,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,744,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,481,514 | CurrentTaxYearAmt |
| Total | $51,437,973 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,423,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,921,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,867,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,744,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,481,514 | CurrentTaxYearAmt |
| Total | $51,437,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $122,474,027 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,539 | CurrentTaxYearAmt |
| Total | $271,315 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,539 | CurrentTaxYearAmt |
| Total | $271,315 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,994 | CurrentTaxYearAmt |
| Total | $5,484 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,246,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,508,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,574,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,397,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,462,232 | CurrentTaxYearAmt |
| Total | $174,188,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.60280 | PublicSupportPY509Pct |
| Investment Income CY | 0.00160 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule A, Part III, Line 12 | FormAndLineReferenceDesc |
| Explanation | Customer Finance Charges | ExplanationTxt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,900 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,900 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,547,203 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,553,103 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,995 | CurrentYearMinus1Amt |
| Current Year | $5,900 | CurrentYearAmt |
| Total | $7,895 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-A, Line 1f | FormAndLineReferenceDesc |
| Explanation | The nontaxable lobbying amount is determined from the table in Section II-A and is based on our "other exempt purpose expenditures" of $34,547,203 as reported on Line 1e and on Form 990, Part I, Line 18 for the Current Year. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,275,909 | OtherCostOrOtherBasisAmt |
| Book Value | $1,275,909 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,936,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,707,063 | DepreciationAmt |
| Book Value | $8,229,022 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,534,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,722,429 | DepreciationAmt |
| Book Value | $811,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,316,714 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $55,267,445 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $143,706 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $143,706 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,123,739 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,123,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,547,202 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,547,202 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,547,203 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | Rounding adjustment of $1 |
| Part XII, Line 4b - Other Adjustments: | Rounding adjustment of $1 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe | 0 | 1 | Program Services | Health Info/Tools | $15,116 |
| North America | 0 | 3 | Program Services | Health Info/Tools | $22,681 |
| East Asia & Pacific | 0 | 1 | Program Services | Health Info/Tools | $2,175 |
| North America | 0 | 25 | Program Services | Health Info/Tools | $22,401 |
| Europe | 0 | 0 | Program Services | Travel Expenses | $2,093 |
| North America | 0 | 0 | Program Services | Travel Expenses | $14,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 30 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Subtotal Spent | $79,302 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $79,302 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Healthwise, as part of its exempt mission, licenses its consumer health information to various organizations and governments in Canada, Western Europe, India, and Australia. As part of our licensing, we have various arrangements (e.g. independent contractors) for medical review and consulting services related to our health content. These expenses are offset by licensing of Healthwise intellectual property, including health information content. From time to time, Healthwise will have employees from the United States travel to our clients in Canada and other countries. All amounts listed reflect expenditures only, as we do not have any investments in these regions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald W Kemper | ||||||||||||||
| CEO and Former Chairman | $337,031 | $0 | $22,794 | $0 | $229 | $0 | $117,850 | $0 | $16,128 | $0 | $494,032 | $0 | $0 | $0 |
| James V Giuffre | ||||||||||||||
| President & Chief Operating Officer | $253,422 | $0 | $15,809 | $0 | $396 | $0 | $75,514 | $0 | $17,255 | $0 | $362,396 | $0 | $0 | $0 |
| Dr Martin Gabica | ||||||||||||||
| Chief Medical Officer | $240,349 | $0 | $7,774 | $0 | $396 | $0 | $24,821 | $0 | $20,566 | $0 | $293,906 | $0 | $0 | $0 |
| A James Balkins III | ||||||||||||||
| CSO, CFO & Treasurer | $204,666 | $0 | $8,751 | $0 | $396 | $0 | $20,354 | $0 | $17,255 | $0 | $251,422 | $0 | $0 | $0 |
| Neal Benz | ||||||||||||||
| Chief Technology Officer | $199,329 | $0 | $9,481 | $0 | $396 | $0 | $14,295 | $0 | $16,255 | $0 | $239,756 | $0 | $0 | $0 |
| Eileen Casal | ||||||||||||||
| General Counsel | $227,587 | $0 | $7,256 | $0 | $774 | $0 | $22,824 | $0 | $7,476 | $0 | $265,917 | $0 | $0 | $0 |
| Mitzi Jensen | ||||||||||||||
| Senior VP | $168,685 | $0 | $8,040 | $0 | $258 | $0 | $11,997 | $0 | $8,508 | $0 | $197,488 | $0 | $0 | $0 |
| Leslie Kelly Hall | ||||||||||||||
| Senior VP | $176,322 | $0 | $8,349 | $0 | $774 | $0 | $12,809 | $0 | $16,509 | $0 | $214,763 | $0 | $0 | $0 |
| Karen Baker | ||||||||||||||
| Senior VP | $187,899 | $0 | $8,625 | $0 | $792 | $0 | $12,661 | $0 | $13,563 | $0 | $223,540 | $0 | $0 | $0 |
| Jason Burum | ||||||||||||||
| Senior VP | $168,020 | $0 | $30,404 | $0 | $162 | $0 | $9,828 | $0 | $17,496 | $0 | $225,910 | $0 | $0 | $0 |
| Miriam Beecham | ||||||||||||||
| VP | $113,945 | $0 | $3,630 | $0 | $420 | $0 | $6,375 | $0 | $27,710 | $0 | $152,080 | $0 | $0 | $0 |
| Stephen Tad Arnt | ||||||||||||||
| VP | $122,005 | $0 | $22,868 | $0 | $60 | $0 | $8,750 | $0 | $19,856 | $0 | $173,539 | $0 | $0 | $0 |
| Kevin Harbauer | ||||||||||||||
| VP | $147,573 | $0 | $4,698 | $0 | $300 | $0 | $10,808 | $0 | $21,932 | $0 | $185,311 | $0 | $0 | $0 |
| Michael Lauber | ||||||||||||||
| Account Executive | $62,165 | $0 | $165,264 | $0 | $420 | $0 | $15,315 | $0 | $20,290 | $0 | $263,454 | $0 | $0 | $0 |
| Brigid Runyon | ||||||||||||||
| Account Executive | $89,400 | $0 | $137,812 | $0 | $221 | $0 | $15,947 | $0 | $2,049 | $0 | $245,429 | $0 | $0 | $0 |
| David Mink | ||||||||||||||
| Sales Manager | $69,301 | $0 | $89,591 | $0 | $180 | $0 | $11,253 | $0 | $19,283 | $0 | $189,608 | $0 | $0 | $0 |
| Dr Adam Husney | ||||||||||||||
| Medical Director | $165,793 | $0 | $5,294 | $0 | $90 | $0 | $11,729 | $0 | $16,605 | $0 | $199,511 | $0 | $0 | $0 |
| Dr Kathleen Romito | ||||||||||||||
| Medical Director | $153,017 | $0 | $5,066 | $0 | $90 | $0 | $10,768 | $0 | $8,866 | $0 | $177,807 | $0 | $0 | $0 |
| James Watkins | ||||||||||||||
| Business Development Director | $122,924 | $0 | $22,437 | $0 | $138 | $0 | $8,760 | $0 | $8,424 | $0 | $162,683 | $0 | $0 | $0 |
| Debbie Johnson | ||||||||||||||
| Account Executive | $58,234 | $0 | $86,440 | $0 | $361 | $0 | $10,584 | $0 | $20,971 | $0 | $176,590 | $0 | $0 | $0 |
| Mark Parsons | ||||||||||||||
| Partner Development Director | $112,950 | $0 | $21,174 | $0 | $90 | $0 | $7,995 | $0 | $19,744 | $0 | $161,953 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule J, Part I, Line 4a | Christine Fisler was the Chief Financial Officer and Chief Operating Officer of the Foundation for Informed Medical Decision Making, Inc. prior to its merger with Healthwise. Following the merger, Ms. Fisler served as the Healthwise Chief Integration Officer until June 13, 2014. Under the terms of a Separation Agreement dated May 23, 2014, and in exchange for a general release of claims and a confidential and proprietary developments acknowledgement, Ms. Fisler received a lump sum payment of $279,974, less applicable taxes, and was allowed to continue her medical and dental benefits until June 30, 2014. |
| Form 990, Schedule J, Part I, Line 4b | On May 5, 2011 the Organization entered into a retention agreement with the CEO to provide incentive compensation to further continue his employment with the Organization. Under the terms of the agreement, the Organization will pay the CEO a lump sum of $500,000 provided he remains continuously employed until April 15, 2016. An additional payment of $100,000 will be provided to the CEO based on his continued employment through April 15, 2017. Schedule J, Column C and Part VII, Section A, Form 990 include $100,000 of accrued compensation for the calendar year 2013. On July 22, 2011 the Organization entered into a retention agreement with its President and Chief Operating Officer (COO) to provide incentive compensation to him to continue his employment with the Organization. Under the terms of this agreement, the Organization will pay the COO a lump sum payment of $300,000 provided he remains employed by the Organization through July 15, 2017. Schedule J, Column C and Part VII, Section A, Form 990 include $50,000 of accrued compensation for the calendar year 2013. In connection with the merger of the Foundation for Informed Medical Decision Making, Inc. (the Foundation), the Organization entered into retention agreements with four (4) key employees to provide incentive compensation to them to continue their employment with the Organization for a period of time following the merger. The key employees are: Dr. Michael Barry, Chief Science Officer and President for the Foundation division; Ben Moulton, Senior VP; Diana Stilwell, VP; and Richard Wexler, Chief Clinical Integration Officer. Under the terms of these agreements, the Organization will pay the employee a lump sum provided they remain with the company for the term as defined in the agreement. Dr. Barry's agreement also provides for the lump sum payment if his employment is terminated prior to the retention date due to death, disability, specified change of control events or by the employee for good reason or by the Organization for other than cause (as specified and defined in the agreement). The total lump sum due under the agreements is approximately $513,000. |
| Form 990, Schedule J, Part I, Line 5a | In order for Healthwise to meet its mission of maximizing delivery of consumer health information and tools, Healthwise works with a variety of organizations that are active in the field of health education ranging from other nonprofit organizations to for-profit web portals. In order to accomplish this exempt mission, a small number of our employees (less than 5%) are charged with the assignment of enhancing our distribution through building relationships with these organizations. These Healthwise employees' compensation is based partially on the results of their efforts tied to gross revenues received. It should be noted that none of the compensation is paid on net revenue. The setting of these employees' total compensation is reviewed carefully in comparison to market studies as benchmarks for reasonableness. |
| Form 990, Schedule J, Part I, Line 7 | In the course of fulfilling its exempt mission, Healthwise endeavors to measure its mission accomplishment through tracking of mission points. Mission points are not tied to gross or net revenue. Annually, the Board determines if any additional compensation above the employees' base remuneration is to be paid based on mission accomplishment as measured by mission points - the fulfillment of mission efforts through the development of new health information materials and other mission criteria. This compensation is discretionary by the Board and is therefore considered non-fixed. If the mission accomplishment is achieved, then the Board takes into account the financial capabilities of Healthwise to pay such additional compensation so as not to jeopardize its operating ability, as well as reviews total compensation to assure that all compensation falls within the reasonable remuneration factors as a tax-exempt organization. Once the Board establishes if there will be a payment and determines the percentage of base pay used to calculate such payment, then the formula used to determine the payment is applied to all employees, including officers. When paid, the amount of such mission based remuneration is a percentage of the employee's compensation. Certain officers of Healthwise are eligible for this additional compensation based on a multiplier of up to 2.2 times the Board approved percentage. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Molly Mettler | |||
| Officer/Family | $92,679 | Employment | 0 |
| See Note 2 below | |||
| See Note #2 below | $23,143,374 | See Note #2 below | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV, Line 1 | Molly Mettler is a family member of Donald Kemper, CEO. She is also an officer of the organization. |
| Schedule L, Part IV, Line 2 | On February 15, 2014, the Foundation for Informed Medical Decision Making, Inc. (the Foundation) and Healthwise, Incorporated (Healthwise) entered into a Merger Agreement. On April 1, 2014, the Foundation formally merged with Healthwise. Upon consummation of the merger, six (6) of the Foundation's Board members became Board members of Healthwise. For more details on the merger transaction, see the additional information for Form 990, Part VIII, Line 1f in Schedule O. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | The greatest untapped resource in health care is the consumer. Healthwise is helping to tap it over 200 million times a year. We are systematically expanding the role of the patient in health care to do more for themselves and to share with their doctors in developing care plans and making medical decisions. Founded in 1975 with the simple mission "to help people make better health decisions," Healthwise has become the world's most widely used source of unbiased, evidence-based consumer health information. The premise for Healthwise's mission is even more applicable today than it was in 1975. Healthwise has stood true to its objectives and purposes stated in its formation documents, including: To plan, develop, evaluate and promote practical health education programs that can play an important role in helping the individual: 1. To understand his/her health and how to preserve it. 2. To understand the nature of various diseases. 3. To make intelligent use of available health services. 4. To improve his/her behavior regarding health-affecting practices and activities. To further advance the Healthwise mission, Healthwise merged with the Foundation for Informed Medical Decision Making, Inc. (the Foundation), a nonprofit with the world's greatest depth of knowledge about shared decision making, on April 1, 2014. The Foundation, which now operates as a division of Healthwise, continues to focus on research and advocacy in the area of shared medical decision making and promotes patient engagement in health care through regulatory, policy and quality initiatives - supporting and spreading the mission of helping people make better health decisions. In FY 2014 people turned to Healthwise information and tools over 200 million times. Through the use of its books and other print materials, point-of-care patient education, online Healthwise knowledgebase, interactive multimedia virtual-coaching conversations, ongoing behavior change programs, shared decision making tools and products, and other materials, Healthwise helps people take a more active role in their health and health care. Healthwise information and tools help people self-manage chronic disease, provide self-care for minor and acute problems, and participate in shared decision-making with their health care providers for critical treatment options. Healthwise works with a broad network of organizations throughout the U.S., Canada and the world. Hospitals, health plans, consumer health portals, disease management companies, clinics, electronic medical records companies, and government agencies provide Healthwise information to their patients, members and the general public. Historically, Healthwise's funding has come from government contracts, foundation grants, donations, and largely, license fees charged to its distribution network of hospitals, clinics, health plans and health websites. All funds are reapplied to the pursuit of the Healthwise health education-focused mission. Nearly all people who access Healthwise information are provided the materials free of charge by the sponsoring organization. Healthwise is a not-for-profit organization based in Boise, ID with an office in Boston, MA. Healthwise has been nationally recognized not only for the quality of its content, but also for the quality of its workplace culture. Those interested in learning more about Healthwise are invited to visit its web site at www.healthwise.org and www.informedmedicaldecisions.org. |
| Form 990, Part III, Line 1 | The Healthwise mission is to help people make better health decisions. Healthwise provides high quality consumer health information, educational solutions and tools to individuals, and educational and support services needed by hospitals, clinics, disease management organizations, government agencies, health portals and book sellers to support better health decisions. Healthwise also advocates for policies and practices that encourage and support the active role of individuals in managing their health and promoting their own health. As a result of the merger with the Foundation for Informed Medical Decision Making, Inc. on April 1, 2014, Healthwise sponsors research on shared medical decision making and advocates for the use of shared medical decision making and patient engagement in health care. |
| Form 990, Part III, Line 4a | Everything Healthwise does is in support of our mission to help people make better health decisions. Our focus is on getting the right information and tools to the right person at the right time to help them do three things critical to the improvement of health care in America: 1. To help them provide as much care for themselves as they can do. This includes medical self care and wellness activities along with navigating the health care system. 2. To help them ask for the care they need. We give the patient plain-language guidelines for when medications, treatments and tests are recommended for specific medical conditions. 3. To help them say "no" to care that is not right for them. It is often up to the patient to determine when the risks of a treatment outweigh the benefits. As a result of the merger with the Foundation for Informed Medical Decision Making, Inc. on April 1, 2014, the Organization's program services have been enhanced to include the development of shared medical decision making programs as well as research into and advocacy of shared medical decision making in a variety of health care settings. In the past year Healthwise information and tools were used over 200 million times by people hoping to take an informed role in their own health care and wellness. Our purpose is achieved every time an individual uses our information and tools to make better health and health care decisions. |
| Form 990, Part VI, Section A, line 2 | Donald Kemper, CEO, is married to Molly Mettler, Senior Vice President. Dr. Michael Barry, Chief Science Officer, is the Medical Director to the John D. Stoeckle Center for Primary Care Innovation (Stoeckle Center) at Massachusetts General Hospital and is also employed part time by Massachusetts General Hospital, a member of the Partners Healthcare System; Susan Edgman-Levitan, a Healthwise Director, is the Executive Director of the Stoeckle Center at Massachusetts General Hospital. Dr. Steven Schneider, a Healthwise Director until March 31, 2014, has business relationships with Dr. Martin Gabica, CMO, and Dr. Ted Epperly, a Healthwise Director. |
| Form 990, Part VI, Section A, line 4 | On March 27, 2014, in connection with and subject to the closing of the merger of the Foundation for Informed Medical Decision Making, Inc. with Healthwise, the Board of Directors and the Members approved and adopted Amended and Restated Bylaws which became effective on April 1, 2014. The Amended and Restated Bylaws contain the following significant changes: increases the number of Members and Directors to 13 for a 2-year period with reductions in size to 11 and 9 in 2016 and 2018, respectively; provides an initial 2-year term for all 13 Members and Directors and a three (3) class staggered Board thereafter; identifies actions reserved to the Board; changes the quorum requirements for meetings until 2018 to a majority plus one for Member meetings and to a majority plus one for Director meetings for specified actions reserved to the Board; changes the voting requirements at Member and Director meetings until 2019 to 2/3rds of those present and voting; permits Directors to receive reasonable compensation for attendance in person at any regular or special meeting of the Board; and defines the responsibilities of the Chief Executive Officer. |
| Form 990, Part VI, Section B, line 11 | Prior to filing the Form 990, each member of the Board of Directors is provided a copy of the Form 990 to review. The directors are encouraged to ask any questions regarding the filing and are given the opportunity to contact the CEO, CFO and/or General Counsel. If a regular board meeting is not scheduled prior to the filing, then at the discretion of the board, if they deem it advisable, a special meeting may be called to discuss the Form 990. |
| Form 990, Part VI, Section B, line 12c | All board members, officers and key employees are required to comply with the Healthwise conflict of interest policy during their employment or service. Annually, they are required to review the policy and sign a disclosure form identifying any actual or possible conflicts of interest (as defined in the policy). The General Counsel reviews the completed disclosures and presents any actual or possible conflicts of interest that have been disclosed to the Board for review and a determination of whether a conflict exists. In addition, the General Counsel annually reviews with the Board potential, pending and actual transactions between Healthwise and organizations which have an affiliation with a Board member, officer or key employee (based on their disclosures) for a determination of whether a conflict exists and to seek approval or ratification of the transaction and its related agreements, as necessary or required. |
| Form 990, Part VI, Section B, line 15 | The following procedures are in place for setting and reviewing CEO, officers and key employees' compensation: 1. Compensation is reviewed and approved by the Board-established Audit, Finance and Compensation Committee (AFC Committee) consisting of disinterested persons. Persons with conflicts of interest are not involved in this review or approval for any position that may involve such conflict. 2. Compensation is reviewed and approved using comparable compensation data for similarly qualified persons in functionally comparable positions at similarly situated organizations. The source data used is based on multiple compensation surveys. 3. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangements. The documentation includes terms of compensation, members of the committee/board present for the decision and discussion, comparable data used and the basis for the decision made. 4. The Board of Directors has access to all AFC Committee decisions regarding the results of this process and, in addition, the Board directly handles the setting of the compensation for the CEO, Donald Kemper, and his spouse, Molly Mettler, who currently holds the position of Senior Vice President. 5. Additionally, the AFC Committee, under the direction of the Board of Directors, periodically engages independent compensation consultants to review and analyze total compensation for specific officer positions, and the terms and compensation relating to retention and incentive compensation agreements and severance plans, against survey and/or peer group data and/or industry and comparable benchmark data. In connection with these engagements, the AFC Committee generally seeks an opinion from the independent compensation consultant on the reasonableness of the compensation package and/or terms relating to the retention and/or incentive agreement or severance plan. In 2014, in connection with the merger of the Foundation for Informed Medical Decision Making, Inc. (Foundation), the AFC Committee engaged an independent compensation consultant to review and analyze the total compensation for key Foundation officers, the terms and compensation relating to executive incentive retention agreements with the key Foundation officers, and a Foundation severance plan which was transferred to Healthwise upon consummation of the merger (collectively Merger Compensation Matters). The review, deliberation, approval and documentation process specified in items 1-4 above, along with the analysis and opinion of the independent compensation consultant, was used by the AFC Committee and/or Board with regard to the Merger Compensation Matters. 6. Also, in 2014, the AFC Committee engaged an independent compensation consultant to review and analyze director compensation amounts to be paid to directors for attendance in person at any regular or special meeting against comparable survey and industry data. The Board reviewed and approved the director compensation after taking into account the independent compensation consultant's analysis using comparability data. The Board's deliberations and decisions were contemporaneously documented and placed within the company records. The documentation includes terms of compensation, members of the Board present for the decision and discussion, comparable data used, and the basis for the decision made. |
| Form 990, Part VI, Section C, line 19 | A copy of any of these documents, such as but not limited to, the Form 990, Articles of Incorporation, Bylaws, conflict of interest policy and financial statements are available upon request from the CEO, General Counsel or the CFO's office. |
| Form 990, Part VIII, Line 1f | On April 1, 2014, Healthwise merged with the Foundation for Informed Medical Decision Making, Inc. (the Foundation) in a transaction treated as an acquisition for accounting purposes. As a result of the acquisition, the Foundation ceased to exist as a legal entity. The Foundation was a not-for-profit private foundation whose mission to "inform and amplify the patient's voice in health care decisions" was closely aligned with the Healthwise mission to "help people make better health decisions". The Foundation's programs and services included the development of shared medical decision making programs and products, research into shared decision making, and advocacy of shared medical decision making in a variety of settings. The acquisition allows both organizations to work together to continue research into and promotion of shared decision making and to create new shared decision making products to help consumers make medical decisions with their health professional. As a result of the merger, the Foundation's research and advocacy functions now operate as a division of Healthwise. Healthwise did not transfer any consideration as part of the acquisition and recognized an inherent contribution received of $23,143,374. The following table summarizes the April 1, 2014 acquisition-date fair values of the assets acquired and the liabilities assumed. Cash and cash equivalents 4,346,598 Accounts receivable 154,293 Prepaid expenses 149,063 Investments 18,886,127 Furniture and equipment 16,678 Grants commitments payable (162,739) Accounts payable (81,300) Other accrued expenses (165,346) Net assets contributed (Unrestricted) 23,143,374 |
| Form 990, Part IX, line 24e | Equipment Rental: Program service expenses 0. Management and general expenses 6,401. Fundraising expenses 0. Total expenses 6,401. Donations: Program service expenses 0. Management and general expenses 3,689. Fundraising expenses 0. Total expenses 3,689. Staff Procurement: Program service expenses 0. Management and general expenses 3,418. Fundraising expenses 0. Total expenses 3,418. Foreign Exchange Gains/Losses: Program service expenses 0. Management and general expenses -3,882. Fundraising expenses 0. Total expenses -3,882. |