HEALTHWISE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHWISE INC (EIN 23-7455145)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-29
- IRS object ID
- 201310299349300321
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-29T18:24:26-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460879716 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES REINSTEIN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 960 BROADWAY AVE SUITE 415 | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237455145 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthwise Incorporated | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 2083451161 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | A James Balkins III | Name |
| Title | Treasurer, CSO, CFO | Title |
| Phone | 2083451161 | Phone |
| Date Signed | 2013-01-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS R REINSTEIN CPAABV ASA CVA | Name |
| PTIN | P00025137 | PTIN |
| Phone | 2083452350 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Donald W Kemper | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 30574722 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.healthwise.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | ID | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 238 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4875 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4875 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17831 | InvestmentIncomePriorYear |
| Investment Income Current Year | 44101 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25070011 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27403030 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25092717 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27452006 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18925 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20611209 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22996200 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4344992 | OtherExpensePriorYear |
| Other Expenses Current Year | 4318335 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24975126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27314535 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 117591 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 137471 | RevenuesLessExpensesCY |
| Total Assets BOY | 22641568 | TotalAssetsBOY |
| Total Assets EOY | 22614074 | TotalAssetsEOY |
| Total Liabilities BOY | 4792341 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4634468 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17849227 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17979606 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Healthwise mission is to help people make better health decisions. Healthwise provides high quality consumer health information, educational solutions and tools to individuals through their hospitals, clinics, disease management organizations, government agencies, health portals and book sellers. 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22520296 | Expense |
| Revenue | 27407905 | Revenue |
| Description | See Schedule O. | Description |
| Total Program Service Expense | 22520296 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 72 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 238 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eileen Casal General Counsel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2083451161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 N Bogus Basin Road | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 83702 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Donald W Kemper | ||||||||
| Chairman & CEO (see Sch J, pg 3) | 50.00 | X | X | 826747 | 0 | 99092 | ||
| Dr Steven Schneider | ||||||||
| Current Director (former CMO) | 8.00 | X | 40173 | 0 | 0 | |||
| Richard Skinner | ||||||||
| V Chair & Secretary | 2.00 | X | 0 | 0 | 0 | |||
| Edward Gellert | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Patricia Raino | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Archie Clemins | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Jim Everett | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Cheryl Larabee | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Ruth Prince | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Kristi Saucerman | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Daina Middleton | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Ted Epperly | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| James Giuffre | ||||||||
| President & COO | 50.00 | X | 243858 | 0 | 61156 | |||
| A James Balkins III | ||||||||
| Treas CSO & CFO | 50.00 | X | 238259 | 0 | 40540 | |||
| Dr Martin Gabica | ||||||||
| CMO | 50.00 | X | 238556 | 0 | 41053 | |||
| Eileen Casal | ||||||||
| General Counsel | 50.00 | X | 213390 | 0 | 26683 | |||
| Neal Benz | ||||||||
| CTO | 50.00 | X | 182621 | 0 | 36172 | |||
| Leslie Kelly-Hall | ||||||||
| Senior VP | 50.00 | X | 174634 | 0 | 28257 | |||
| Karen Baker | ||||||||
| Senior VP | 50.00 | X | 179133 | 0 | 27659 | |||
| Molly Mettler | ||||||||
| Senior VP | 30.00 | X | 119344 | 0 | 19786 | |||
| Jason Burum | ||||||||
| VP | 50.00 | X | 185959 | 0 | 22575 | |||
| Carol Casler | ||||||||
| VP | 50.00 | X | 105877 | 0 | 17320 | |||
| Mitzi Jensen | ||||||||
| VP | 50.00 | X | 155045 | 0 | 18534 | |||
| Ken Long | ||||||||
| VP | 50.00 | X | 145945 | 0 | 30713 | |||
| Robert Long | ||||||||
| VP | 50.00 | X | 150101 | 0 | 19480 | |||
| Phyllis Royston | ||||||||
| VP | 50.00 | X | 119474 | 0 | 15991 | |||
| Ines Vigil | ||||||||
| VP | 50.00 | X | 136103 | 0 | 7493 | |||
| Michael Lauber | ||||||||
| Acct. Executive | 50.00 | 215952 | 0 | 31104 | X | |||
| Brigid Runyon | ||||||||
| Acct. Executive | 50.00 | 200570 | 0 | 11111 | X | |||
| Bruce Hedemark | ||||||||
| Acct. Executive | 50.00 | 139961 | 0 | 16185 | X | |||
| Dr Adam Husney | ||||||||
| Medical Director | 50.00 | 158523 | 0 | 27330 | X | |||
| Debbie Johnson | ||||||||
| Acct. Executive | 50.00 | 157263 | 0 | 30106 | X | |||
| David Mink | ||||||||
| Acct. Executive | 50.00 | 142897 | 0 | 26896 | X | |||
| Dr Kathleen Romito | ||||||||
| Medical Director | 50.00 | 141640 | 0 | 28424 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4612025 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 683660 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Enlaso | |||||
| 9543 W Emerald St Ste 105 | Boise | ID | 83704 | Translation Services | 173197 |
| Epic Systems | |||||
| Box 88314 | Milwaukee | WI | 53288 | Referral Fees | 163013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Book training/consulti | Description |
| Business Code | 511130 | BusinessCode |
| Total Revenue Column | 4875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4875 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4875 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44101 | TotalRevenueColumn |
| Exclusion | $44,101 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 30511353 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3122716 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27388637 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27388637 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Misc. License Fees/Cha | 900099 | 7700 | 7700 |
| Honoraria | 900099 | 6000 | 6000 |
| Customer Finance Charg | 900099 | 623 | 623 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14393 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27452006 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27407905 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,101 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3760985 | Total |
| Program Services | 2454801 | ProgramServices |
| Management And General | 1306184 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14964022 | Total |
| Program Services | 12904025 | ProgramServices |
| Management And General | 2059997 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864158 | Total |
| Program Services | 745923 | ProgramServices |
| Management And General | 118235 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2169617 | Total |
| Program Services | 1742052 | ProgramServices |
| Management And General | 427565 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1237418 | Total |
| Program Services | 1050229 | ProgramServices |
| Management And General | 187189 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38818 | Total |
| Program Services | 20352 | ProgramServices |
| Management And General | 18466 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29780 | Total |
| Management And General | 29780 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5650 | Total |
| Management And General | 5650 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490064 | Total |
| Program Services | 373137 | ProgramServices |
| Management And General | 116927 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126976 | Total |
| Program Services | 126432 | ProgramServices |
| Management And General | 544 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106023 | Total |
| Program Services | 28593 | ProgramServices |
| Management And General | 77430 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1094174 | Total |
| Management And General | 1094174 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504556 | Total |
| Program Services | 686 | ProgramServices |
| Management And General | 503870 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623558 | Total |
| Program Services | 537380 | ProgramServices |
| Management And General | 86178 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210675 | Total |
| Program Services | 206319 | ProgramServices |
| Management And General | 4356 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862071 | Total |
| Management And General | 862071 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70618 | Total |
| Management And General | 70618 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Publications and Subscr | 51975 | 46515 | 5460 |
| Memberships and Dues | 37862 | 28042 | 9820 |
| Staff Procurement | 15902 | 15902 | |
| Bad Debt | 14664 | 14664 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34969 | Total |
| Program Services | 2255810 | ProgramServices |
| Management And General | -2220841 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27314535 | Total |
| Program Services | 22520296 | ProgramServices |
| Management And General | 4794239 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1366303 | BOY |
| EOY | 2160112 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2184400 | BOY |
| EOY | 3730927 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4719467 | BOY |
| EOY | 2749399 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40557 | BOY |
| EOY | 65953 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 687348 | BOY |
| EOY | 384020 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16794157 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5547356 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12006850 | BOY |
| EOY | 11246801 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1537514 | BOY |
| EOY | 1924432 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99129 | BOY |
| EOY | 352430 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22641568 | BOY |
| EOY | 22614074 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2102205 | BOY |
| EOY | 2616935 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18925 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1386874 | BOY |
| EOY | 1484075 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1284337 | BOY |
| EOY | 533458 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4792341 | BOY |
| EOY | 4634468 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17849227 | BOY |
| EOY | 17979606 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17849227 | BOY |
| EOY | 17979606 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22641568 | BOY |
| EOY | 22614074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 137471 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7092 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 225 | CurrentTaxYearMinus2Years |
| Total | 225 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28648885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28146995 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27224776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28484153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30522297 | CurrentTaxYear |
| Total | 143027106 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28648885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28146995 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27225001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28484153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30522297 | CurrentTaxYear |
| Total | 143027331 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12235790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12367159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12423914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10921113 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11867040 | CurrentTaxYear |
| Total | 59815016 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12235790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12367159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12423914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10921113 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11867040 | CurrentTaxYear |
| Total | 59815016 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 83212315 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23531 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51801 | CurrentTaxYear |
| Total | 441153 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23531 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51801 | CurrentTaxYear |
| Total | 441153 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 623 | CurrentTaxYear |
| Total | 43976 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28930528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28252445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27246224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28508542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30574721 | CurrentTaxYear |
| Total | 143512460 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.57980 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.56500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00310 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00600 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part II, Line 12, Explanation of Other Income: Client Finance Charges | GeneralExplanation |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 27314535 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 27314535 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 24981 | CurrentYearMinus3 |
| Current Year Minus2 | 737 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Total | 25718 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1275909 | OtherCostOrOtherBasis |
| Book Value | 1275909 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11916976 | OtherCostOrOtherBasis |
| Depreciation | 3020531 | Depreciation |
| Book Value | 8896445 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3601272 | OtherCostOrOtherBasis |
| Depreciation | 2526825 | Depreciation |
| Book Value | 1074447 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11246801 | TotalOfBookValueLandBuildings |
| Total Revenue | 27452006 | TotalRevenue |
| Total Expenses | 27314535 | TotalExpenses |
| Excess Or Deficit For Year | 137471 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7090 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -7090 | TotalAdjustments |
| Excess Or Deficit Per FS | 130381 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27444916 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7090 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -7090 | RevenueNotRptdF990 |
| Revenue Subtotal | 27452006 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27452006 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27314535 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27314535 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27314535 | TotalExpensesPerForm990 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 0 | 31 | Program Services | Health Info/Tools | 99395 |
| Europe | 0 | 1 | Program Services | Health Info/Tools | 18901 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Health Info/Tools | |
| South Asia | 0 | 0 | Program Services | Health Info/Tools | 4257 |
| East Asia & Pacific | 0 | 0 | Program Services | Health Info/Tools | 6663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 32 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 32 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 129216 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 129216 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method Used to Acccount for Expenditures: | Identifier |
| Explanation | Schedule F, Part I, Line 3: Healthwise, as part of its exempt mission, licenses its consumer health information to various organizations and governments in Canada, Western Europe, India, Australia and South Africa. As part of our licensing we have various arrangements (e.g. independent contractors) for translation and localization of content, which expenses are offset by licensing of Healthwise intellectual property, including health information content. From time to time Healthwise will have employees from the U.S. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald W Kemper | |||||||||||||
| 316268 | 0 | 510073 | 0 | 406 | 0 | 83817 | 0 | 15275 | 0 | 925839 | 0 | 481647 | 0 |
| James Giuffre | |||||||||||||
| 236390 | 0 | 7210 | 0 | 258 | 0 | 43393 | 0 | 17763 | 0 | 305014 | 0 | 0 | 0 |
| A James Balkins III | |||||||||||||
| 232568 | 0 | 5433 | 0 | 258 | 0 | 20377 | 0 | 20163 | 0 | 278799 | 0 | 0 | 0 |
| Dr Martin Gabica | |||||||||||||
| 234605 | 0 | 3555 | 0 | 396 | 0 | 19326 | 0 | 21727 | 0 | 279609 | 0 | 0 | 0 |
| Eileen Casal | |||||||||||||
| 209816 | 0 | 3160 | 0 | 414 | 0 | 17943 | 0 | 8740 | 0 | 240073 | 0 | 0 | 0 |
| Neal Benz | |||||||||||||
| 178150 | 0 | 4213 | 0 | 258 | 0 | 13209 | 0 | 22963 | 0 | 218793 | 0 | 0 | 0 |
| Leslie Kelly-Hall | |||||||||||||
| 170182 | 0 | 4038 | 0 | 414 | 0 | 12250 | 0 | 16007 | 0 | 202891 | 0 | 0 | 0 |
| Karen Baker | |||||||||||||
| 174594 | 0 | 4023 | 0 | 516 | 0 | 11856 | 0 | 15803 | 0 | 206792 | 0 | 0 | 0 |
| Jason Burum | |||||||||||||
| 150052 | 0 | 35745 | 0 | 162 | 0 | 7688 | 0 | 14887 | 0 | 208534 | 0 | 0 | 0 |
| Mitzi Jensen | |||||||||||||
| 144778 | 0 | 10129 | 0 | 138 | 0 | 10267 | 0 | 8267 | 0 | 173579 | 0 | 0 | 0 |
| Ken Long | |||||||||||||
| 142162 | 0 | 3363 | 0 | 420 | 0 | 9182 | 0 | 21531 | 0 | 176658 | 0 | 0 | 0 |
| Robert Long | |||||||||||||
| 147327 | 0 | 2220 | 0 | 554 | 0 | 10139 | 0 | 9341 | 0 | 169581 | 0 | 0 | 0 |
| Michael Lauber | |||||||||||||
| 62825 | 0 | 152707 | 0 | 420 | 0 | 9901 | 0 | 21203 | 0 | 247056 | 0 | 0 | 0 |
| Brigid Runyon | |||||||||||||
| 89440 | 0 | 110986 | 0 | 144 | 0 | 9972 | 0 | 1139 | 0 | 211681 | 0 | 0 | 0 |
| Bruce Hedemark | |||||||||||||
| 62815 | 0 | 77098 | 0 | 48 | 0 | 7796 | 0 | 8389 | 0 | 156146 | 0 | 0 | 0 |
| Dr Adam Husney | |||||||||||||
| 156149 | 0 | 2284 | 0 | 90 | 0 | 9752 | 0 | 17578 | 0 | 185853 | 0 | 0 | 0 |
| Debbie Johnson | |||||||||||||
| 58894 | 0 | 98008 | 0 | 361 | 0 | 8253 | 0 | 21853 | 0 | 187369 | 0 | 0 | 0 |
| David Mink | |||||||||||||
| 61182 | 0 | 81553 | 0 | 162 | 0 | 7396 | 0 | 19500 | 0 | 169793 | 0 | 0 | 0 |
| Dr Kathleen Romito | |||||||||||||
| 139848 | 0 | 1732 | 0 | 60 | 0 | 9636 | 0 | 18788 | 0 | 170064 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Part I, Line 4b: The Organization maintained a retention agreement with the Chief Executive Officer (CEO), which provided incentive compensation to continue his employment with the Organization. The retention agreement (which replaced a 1996 termination benefit agreement) was based on the services provided by the CEO and his continued employment with the Organization from February 1996 to April 2011. Under the terms of the agreement, the Organization was obligated to pay the CEO a lump sum payment of $500,000 provided he was continuously employed by the Organization until April 15, 2011 or his employment was terminated prior to that date due to death or disability. The conditions of this agreement were satisfied in April 2011. The amount reported in Column B(ii), Column F and Part VII, Section A, Form 990 reflect the lump sum payment of $500,000 which was ratably accrued over the fifteen year term of the agreement. On May 5, 2011 the organization entered into a new retention agreement with the CEO to provide incentive compensation to futher 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 1, 2016. An additional payment of $100,000 will be provided to the CEO based on his continued employment through April 15, 2017. Column C and Part VII, Section A, Form 990 include $66,666.64 of accrued compensation for the calendar year 2011. On July 22, 2011 the Organization entered into a retention agreement with its President and Chief Operation 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. Column C and Part VII, Section A, Form 990 include $22,916.68 of accrued compensation for the calendar year 2011. 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. These range from other nonprofit organizations to for-profit web portals. In order to accomplish this exempt mission, a small number of 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 paid is based on net revenue. The setting of these representatives' total compensation is reviewed carefully in comparison to market studies as benchmarks of reasonableness. 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 income. 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, 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 reviewing 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 the percentage of base pay used to calculate such payment, then the formula used to determine the payments is applied for payment determination 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 2.2X) the Board approved percentage. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Idaho Housing and Finance Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 820302333 | IssuerEIN |
| Date Issued | 2006-01-19 | DateIssued |
| Issue Price | 3520000 | IssuePrice |
| Description Of Purpose | To fund additional facilities | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 2986542 | AmountRetired |
| Total Proceeds | 3520000 | TotalProceeds |
| Issuance Costs From Proceeds | 83291 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 3436709 | WorkingCapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Molly Mettler | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Officer/Family | Relationship |
| Amount Of Transaction | 119344 | AmountOfTransaction |
| Description Of Transaction | Employment | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Molly Mettler is a family member of Don Kemper, CEO. She is also an officer of the organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part 1, Question 1: | The greatest untapped resource in health care is the consumer. Healthwise is helping to tap it almost 100 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 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 plan an important role in helping the individual: I. To understand his/her health and how to preserve it. II. To understand the nature of various diseases. III. To make intelligent use of available health services. IV. To improve his/her behavior regarding health affecting practices and activities. In 2011 people turned to Healthwise information and tools almost 100 millions 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 healthmastery programs, and other materials, Healthwise helps people take a more active role in their health and health care. Healthwise informaton 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 comes from government contracts, foundation grants, donations, and largely from license fees charged to its distribution network. 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, Idaho. 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 website at www.healthwise.org. | |
| Form 990, Part III, Question 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. In the past year Healthwise information and tools were used almost 100 million times by people hoping to take an informed role in their own health care and wellness. Our purpose is achieved everytime 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, Chairman of the Board and CEO, is married to Molly Mettler, Senior Vice President. Dr. Martin Gabica, CMO, and Dr. Steve Schneider, Director, are both partners in Idaho Wellness Partners, a real estate partnership. Cheryl Larabee (a Director of Healthwise until January 23, 2012) and Ruth Prince a current Director of Healthwise are employees of Boise State University. Cheryl Larabee is the Associate V.P. for University Advancement and Ruth Prince works in the Admissions office. Ted Epperly and Steven Schneider, MD are Directors of Healthwise. Ted Epperly is the Program Director and CEO of the Family Medicine Residency of Idaho (FMRI) and Steven Schneider, MD, occasionally works in the FMRI clinic teaching medical residents and supervising their care. | |
| Form 990, Part VI, Section A, line 4 | In December 2011 the Board of Directors approved amendments to Healthwise's bylaws to increase the maximum size of the Healthwise Board from 9 to 11 members and to allow for the separation of the Chairman and CEO positions. | |
| 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 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 annually review the conflict of interest policy and sign a disclosure form. | |
| Form 990, Part VI, Section B, line 15 | The following procedures are in place for setting and reviewing CEO, officers and key employees' compensation (no director compensation is paid): I. Compensation is reviewed and approved by the board established Audit and Executive Compensation Committee (now known as the 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. II. 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. III. 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. IV. 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. V. Additionally, the AFC Committee, under the direction of the Board of Directors, engaged an independent compensation consultant in 2011 to review total compensation for the positions of CEO and COO/President. The AFC Committee received a comprehensive executive compensation study based on competitive review and analysis of current total compensation for the CEO and COO/President positions as compared to published survey data and peer group data. The independent compensation consultant also provided an opinion on the reasonableness of the total compensation packages for the CEO and COO/President. | |
| Form 990, Part VI, Section C, line 19 | Form 990, Part VI, Section C, Line 19: All documents, such as the Form 990 and Articles of Incorporation, are available upon request from the CEO, General Counsel or the CFO's office. | |
| Form 990, Part XI, line 5: | Unrealized loss on short term and long term investments as of June 30 each year (fair market value less cost) and a small rounding adjustment -7,092. Total to Form 990, Part XI, Line 5: -7,092. | Changes in Net Assets or Fund Balances: |