HEALTHWISE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHWISE INC (EIN 23-7455145)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-02
- IRS object ID
- 201211239349300931
- Schema version
- 2010v3.2
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-02T15:18:25-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hooper Cornell PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Bobwhite Court Suite 300 | 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 | 2010-07-01 | 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 | 83701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | A James Balkins III | Name |
| Title | TREASURER, CSO, CFO | Title |
| Date Signed | 2012-05-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dennis R Reinstein CPA ABV ASA | Name |
| Phone | 2083442527 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 2601 N Bogus Basin Road | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 83702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29716846 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| 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 | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 241 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 225 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4950 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4875 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15498 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17831 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24703620 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25070011 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24724293 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25092717 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 18925 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19831089 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20611209 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4092200 | OtherExpensePriorYear |
| Other Expenses Current Year | 4344992 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23923289 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24975126 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 801004 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 117591 | RevenuesLessExpensesCY |
| Total Assets BOY | 23363064 | TotalAssetsBOY |
| Total Assets EOY | 22641568 | TotalAssetsEOY |
| Total Liabilities BOY | 5642663 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4792341 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17720401 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17849227 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE HEALTHWISE MISSION IS To help people make better health decisions. HEALTHWISE PROVIDES HIGH QUALITY CONSUMER HEALTH INFORMATION 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 | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 20959554 | Expense |
| Grants | 18925 | Grants |
| Revenue | 25074886 | Revenue |
| Description | Develop, promote and disseminate, through various organizations, health education information and tools to support consumers' health related decisions. | Description |
| Total Program Service Expense | 20959554 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 241 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EILEEN CASAL GENERAL COUNSEL | NamePerson |
| 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 (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ruth Prince | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Robert Long | |||||||||
| Vice President | 50.00 | 145039 | 0 | 18524 | X | ||||
| Richard A Skinner | |||||||||
| V Chair & Sec | 2.00 | X | 0 | 0 | 0 | ||||
| Phyllis Royston | |||||||||
| Vice President | 50.00 | 114882 | 0 | 14399 | X | ||||
| Patricia Raino | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Neal Benz | |||||||||
| CTO | 50.00 | 173237 | 0 | 31263 | X | ||||
| Molly Mettler | |||||||||
| Senior VP | 30.00 | 83496 | 0 | 15477 | X | ||||
| Mitzi Jensen | |||||||||
| Vice President | 50.00 | 126944 | 0 | 16341 | X | ||||
| Michael Lauber | |||||||||
| Acct. Executive | 50.00 | 184037 | 0 | 23629 | X | ||||
| Leslie Kelly-Hall | |||||||||
| Senior VP | 50.00 | 165191 | 0 | 26153 | X | ||||
| KEVIN HARBAUER | |||||||||
| SR. DIR OF ENGIN | 50.00 | 120008 | 0 | 25776 | X | ||||
| Ken Long | |||||||||
| Vice President | 50.00 | 135138 | 0 | 30644 | X | ||||
| Karen Baker | |||||||||
| Senior VP | 50.00 | 164882 | 0 | 25402 | X | ||||
| JIM WATKINS | |||||||||
| DIRECTOR SALE/BUS | 50.00 | 132022 | 0 | 20717 | X | ||||
| Jim Everett | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Jason Burum | |||||||||
| Vice President | 50.00 | 159216 | 0 | 16067 | X | ||||
| James Giuffre | |||||||||
| President & COO | 50.00 | 232257 | 0 | 35152 | X | ||||
| INES VIGIL | |||||||||
| Vice President | 50.00 | 0 | 0 | 0 | X | ||||
| EILEEN CASAL | |||||||||
| GENERAL COUNSEL | 50.00 | 173237 | 0 | 11170 | X | ||||
| Edward B Gellert | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Dr Steven Schneider | |||||||||
| Director | 50.00 | X | 140232 | 0 | 14626 | X | |||
| DR MARTIN GABICA | |||||||||
| CMO | 50.00 | 209522 | 0 | 33793 | X | ||||
| DR ADAM HUSNEY | |||||||||
| MEDICAL DIRECTOR | 50.00 | 130686 | 0 | 23623 | X | ||||
| Donald W Kemper | |||||||||
| Chairman & CEO | 50.00 | X | 293855 | 0 | 86954 | X | |||
| Debbie Johnson | |||||||||
| Acct. Executive | 50.00 | 131501 | 0 | 22813 | X | ||||
| Cheryl Larabee | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Carol Casler | |||||||||
| Vice President | 50.00 | 102591 | 0 | 16470 | X | ||||
| Brigid Runyon | |||||||||
| Acct. Executive | 50.00 | 179705 | 0 | 8304 | X | ||||
| BRIAN SCHELLER | |||||||||
| CONTENT & INFO | 50.00 | 109734 | 0 | 29127 | X | ||||
| Archie Clemins | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| A James Balkins III | |||||||||
| Treas CSO & CFO | 50.00 | 231547 | 0 | 35209 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3638959 | TotalReportableCompFromOrg |
| Total Other Compensation | 581633 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| HOLA DOCTOR | |||||||||
| 30 MANSELL CT SUITE 215 | ROSEWELL | GA | 30076 | TRANSLATION SERVICES | 394608 | ||||
| COMSYS SERVICES LLC | |||||||||
| PO BOX 60260 | CHARLOTTE | NC | 28260 | IT CONSULTING | 179416 | ||||
| BLACKFIN TECHNOLOGY INC | |||||||||
| 1702 W FAIRVIEW AVE | BOISE | ID | 83702 | IT CONSULTING | 110620 | ||||
| BASIL STRATEGIES | |||||||||
| TRANSLATION SERVICES | 129952 | 1 rue jacques | offenbach | FR | 75016 | ||||
| ALTROS | |||||||||
| Translation Services | 113878 | 24 RUE LAMARTINE | LECONCORDE | FR | 38320 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TRAINING/CONSULTING | 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 | 26135 | TotalRevenueColumn |
| Exclusion | $26,135 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1200000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1208304 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8304 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8304 | TotalRevenueColumn |
| Exclusion | -$8,304 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 28470877 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3415825 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25055052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25055052 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISC. LICENSE FEE/CHARGES | 900099 | 5700 | 5700 |
| HONORARIA | 900099 | 8200 | 8200 |
| CLIENT FINANCE CHARGES | 900099 | 858 | 858 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201 | TotalRevenueColumn |
| Related Or Exempt Function Income | 201 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14959 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25092717 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25074886 | RelatedOrExemptFunctionIncome |
| Exclusion | $17,831 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18925 | Total |
| Program Services | 18925 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3493553 | Total |
| Program Services | 2272744 | ProgramServices |
| Management And General | 1220809 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13358133 | Total |
| Program Services | 11773342 | ProgramServices |
| Management And General | 1584791 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800910 | Total |
| Program Services | 696100 | ProgramServices |
| Management And General | 104810 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1830422 | Total |
| Program Services | 1500363 | ProgramServices |
| Management And General | 330059 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128191 | Total |
| Program Services | 951756 | ProgramServices |
| Management And General | 176435 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39196 | Total |
| Management And General | 39196 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26075 | Total |
| Management And General | 26075 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4959 | Total |
| Management And General | 4959 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497623 | Total |
| Program Services | 464412 | ProgramServices |
| Management And General | 33211 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141676 | Total |
| Program Services | 135585 | ProgramServices |
| Management And General | 6091 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109866 | Total |
| Program Services | 29216 | ProgramServices |
| Management And General | 80650 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1136626 | Total |
| Management And General | 1136626 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517459 | Total |
| Program Services | 2110 | ProgramServices |
| Management And General | 515349 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 553002 | Total |
| Program Services | 487721 | ProgramServices |
| Management And General | 65281 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208058 | Total |
| Program Services | 203839 | ProgramServices |
| Management And General | 4219 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865279 | Total |
| Management And General | 865279 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100159 | Total |
| Management And General | 100159 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| SALES/USE TAX | 8989 | 8989 | |
| PUBLICATIONS & SUBSCRIPTIONS | 64876 | 19979 | 44897 |
| Memberships and Dues | 47353 | 6206 | 41147 |
| Expendable Furniture & Fixture | 12124 | 12124 | |
| Donations | 8503 | 8503 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3169 | Total |
| Program Services | 2337397 | ProgramServices |
| Management And General | -2334228 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24975126 | Total |
| Program Services | 20959554 | ProgramServices |
| Management And General | 4015572 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2258089 | BOY |
| EOY | 1366303 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3849779 | BOY |
| EOY | 2184400 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3020975 | BOY |
| EOY | 4719467 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45699 | BOY |
| EOY | 40557 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831878 | BOY |
| EOY | 687348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16871793 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4864943 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12518450 | BOY |
| EOY | 12006850 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1537514 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 838194 | BOY |
| EOY | 99129 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23363064 | BOY |
| EOY | 22641568 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2465867 | BOY |
| EOY | 2102205 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18925 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1176949 | BOY |
| EOY | 1386874 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999847 | BOY |
| EOY | 1284337 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5642663 | BOY |
| EOY | 4792341 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17720401 | BOY |
| EOY | 17849227 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17720401 | BOY |
| EOY | 17849227 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23363064 | BOY |
| EOY | 22641568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 117591 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11235 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 Minus1 Year | 225 | CurrentTaxYearMinus1Year |
| Total | 225 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25643727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28648885 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28146995 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27224776 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28484153 | CurrentTaxYear |
| Total | 138148536 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25643727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28648885 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28146995 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27225001 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28484153 | CurrentTaxYear |
| Total | 138148761 | 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 | 11670065 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12235790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12367159 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12423914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10921113 | CurrentTaxYear |
| Total | 59618041 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11670065 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12235790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12367159 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12423914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10921113 | CurrentTaxYear |
| Total | 59618041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 78530720 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 399556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 241375 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23531 | CurrentTaxYear |
| Total | 788908 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 399556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 241375 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23531 | CurrentTaxYear |
| Total | 788908 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40268 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2227 | CurrentTaxYearMinus2Years |
| Current Tax Year | 858 | CurrentTaxYear |
| Total | 50203 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26050133 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28930528 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28252445 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27246224 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28508542 | CurrentTaxYear |
| Total | 138987872 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.56500 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.54900 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00570 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00860 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | LINE 12 - CLIENT FINANCE CHARGES - SEE ATTACHMENT | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24975127 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24975127 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
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 | 39273 | CurrentYearMinus3 |
| Current Year Minus2 | 24981 | CurrentYearMinus2 |
| Current Year Minus1 | 737 | CurrentYearMinus1 |
| Total | 64991 | 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 | 2676064 | Depreciation |
| Book Value | 9240912 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3678908 | OtherCostOrOtherBasis |
| Depreciation | 2188879 | Depreciation |
| Book Value | 1490029 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12006850 | TotalOfBookValueLandBuildings |
| Total Revenue | 25092717 | TotalRevenue |
| Total Expenses | 24975126 | TotalExpenses |
| Excess Or Deficit For Year | 117591 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11235 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 11235 | TotalAdjustments |
| Excess Or Deficit Per FS | 128826 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25182058 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11235 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 11235 | RevenueNotRptdF990 |
| Revenue Subtotal | 25170823 | RevenueSubtotal |
| Other Revenues Not Included | -78106 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -78106 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25092717 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24975126 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 24975126 | ExpensesSubtotal |
| Total Expenses Per Form990 | 24975126 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | REVENUE ACCRUAL FROM AUDIT OF CONTRACTS $ -0 |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | N/A |
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 |
|---|---|---|---|---|---|
| EAST ASIA & PACIFIC | 0 | 0 | PROGRAM SERVICES | Health info/tools | 1600 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | Health info/tools | 0 |
| Sub-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | HEALTH INFO/tools | 0 |
| EUROPE | 0 | 2 | Program Services | Health info/tools | 214320 |
| North America | 0 | 36 | Program Services | Health info/tools | 204000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 38 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 38 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 419920 | SubtotalAmountSpent |
| Total Amount Spent | 419920 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | 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 EUROPE. ALL AMOUNTS LISTED REFLECT EXPENDITURES ONLY, AS WE DO NOT HAVE ANY INVESTMENTS IN THESE REGIONS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAND TRUST OF TREASURE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 106 | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 841380693 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 18925 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | SEE PART IV | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used | PART I, LINE 2 - WHILE HEALTHWISE DOES NOT TYPICALLY MAKE GRANTS THEY DO MAINTAIN A DONATION POLICY THAT HAS BEEN SET BY THE BOARD OF DIRECTORS. THIS POLICY INCLUDES CRITERIA THAT MUST BE MET BY THE RECEIVING ORGANIZATION, TYPES OF ASSISTANCE ALLOWED AND MAXIMUM THRESHOLDS THAT REQUIRE EITHER CEO OR BOARD APPROVAL IF THEY ARE EXCEEDED.GENERALLY HEALTHWISE REQUIRES A DONATION FORM TO BE COMPLETED TO ENSURE THAT THE DONATION IS MEETING THE POLICY DESCRIBED ABOVE. THIS FORM REQUIRES THE NAME, ADDRESS, 501(C)(3) STATUS AND EXEMPT PURPOSE OF THE RECEIVER TO BE COMPLETED. |
| Additional Supplemental Information | PART II, LINE 1, COLUMN H - SUPPORT OF HARRISON HOLLOW CAMPAIGN |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| Robert Long | |||||
| 142696 | 1789 | 554 | 9941 | 8583 | 163563 |
| Neal Benz | |||||
| 169847 | 3132 | 258 | 12247 | 19016 | 204500 |
| Michael Lauber | |||||
| 63297 | 120320 | 420 | 4770 | 18859 | 207666 |
| Leslie Kelly-Hall | |||||
| 161822 | 2955 | 414 | 11641 | 14512 | 191344 |
| Ken Long | |||||
| 132063 | 2655 | 420 | 9607 | 21037 | 165782 |
| Karen Baker | |||||
| 161421 | 2945 | 516 | 11228 | 14174 | 190284 |
| JIM WATKINS | |||||
| 104899 | 27033 | 90 | 7502 | 13215 | 152739 |
| Jason Burum | |||||
| 129635 | 29419 | 162 | 6673 | 9394 | 175283 |
| James Giuffre | |||||
| 226265 | 5734 | 258 | 19018 | 16134 | 267409 |
| EILEEN CASAL | |||||
| 161389 | 1478 | 10370 | 5144 | 6026 | 184407 |
| Dr Steven Schneider | |||||
| 137206 | 2828 | 198 | 11195 | 3431 | 154858 |
| DR MARTIN GABICA | |||||
| 206779 | 2347 | 396 | 14297 | 19496 | 243315 |
| DR ADAM HUSNEY | |||||
| 129193 | 1403 | 90 | 8367 | 15256 | 154309 |
| Donald W Kemper | |||||
| 282590 | 7835 | 3430 | 72726 | 14228 | 380809 |
| Debbie Johnson | |||||
| 57935 | 73205 | 361 | 4375 | 18438 | 154314 |
| Brigid Runyon | |||||
| 89440 | 90121 | 144 | 6300 | 2004 | 188009 |
| A James Balkins III | |||||
| 226859 | 4430 | 258 | 19075 | 16134 | 266756 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part I, Line 8 | Part I, Line 8: Amounts reported on 990 VII pursuant to initial contract exemption described in Regs | PRIOR TO JOINING HEALTHWISE IN 2010, MS. CASAL ACCEPTED A WRITTEN OFFER OF EMPLOYMENT FROM HEALTHWISE TO SERVE AS ITS GENERAL COUNSEL, WHICH CONTAINED FIXED PAYMENT AMOUNTS OF COMPENSATION, INCLUDING SUCH ITEMS AS SALARY, RELOCATION EXPENSES AND TEMPORARY LIVING EXPENSES. THE COMPENSATION IN MS. CASAL'S OFFER LETTER WAS BASED ON COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD SHORTLY AFTER MS. CASAL COMMENCED EMPLOYMENT WITH HEALTHWISE AND SUCH REVIEW AND APPROVAL WAS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD. |
| Sch J, Part I, Line 7 | Part I, Line 7: Non-Fixed payments not listed above | 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 PAYMENT IS APPLIED FOR PAYMENT DETERMINATION. WHEN PAID, THE AMOUNT OF SUCH MISSION BASED REMUNERATION IS A PERCENTAGE OF THE EMPLOYEES' COMPENSATION. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. | Pursuant to an offer of employment made to Ms. Casal in 2010, Healthwise paid $14,000 of her relocation expenses for Ms. Casal's move from Massachusetts to Idaho. $9,634 of those expense were temporary living expenses, all of which were included in Ms. Casal's W-2 income for 2010 and taxable compensation for Ms. Casal. |
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 to further non profit purpose | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 2235663 | AmountRetired |
| Total Proceeds | 3520000 | TotalProceeds |
| Issuance Costs From Proceeds | 83291 | IssuanceCostsFromProceeds |
| Capital Expenditures | 3436709 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Satisfied | false | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | 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 | 98973 | AmountOfTransaction |
| Description Of Transaction | employment | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MOLLEY METTLER IS a FAMILY MEMBER OF DON KEMPER, CEO AND SHE IS ALSO AN OFFICER OF THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| SCHEDULE D - PART XII - LINE 4B | DURING OUR FISCAL YEAR 2012, HEALTHWISE WAS ADVISED OF ADDITIONAL REVENUE RELATING TO THE USE OF HEALTHWISE ASSETS FROM PRIOR REPORTING PERIODS. THIS HAS RESULTED IN AN INCREASE OF $717,515 TO OUR BEGINNING NET ASSETS AS OF JULY 1, 2010. ACCORDINGLY ADJUSTED BEGINNING NET ASSETS AS OF JULY 1, 2010 ARE $17,720,401. OTHER ADJUSTMENTS HAVE BEEN MADE TO THE FINANCIAL STATEMENTS FOR THE REPORTING PERIOD FROM JULY 1, 2010 THRU JUNE 30, 2011. THE NET OF THESE ADJUSTMENTS RESULTED IN A DECREASE IN REVENUE OF $84,317 AND A DECREASE IN COST OF GOODS SOLD OF $6,211. AS OF JUNE 30, 2011 ADJUSTED CHANGE IN NET ASSETS IS $128,826 AND ENDING NET ASSETS ARe $17,849,227. | |
| FORM 990, PART X, LINES 20 & 23 | THE 2008 BALANCE SHEET REPORTED A NOTE PAYABLE OF $2,534,010 ON LINE 23. THE CURRENT YEAR FORM 990 PART X IS NOW REFLECTING THAT 2008 LIABILITY ON LINE 20. THIS AMOUNT WAS INADVERTANTLY REPORTED ON THE WRONG LINE IN 2008. | |
| FORM 990, PART VII, SECTION A | INEZ VIGIL BECAME AN OFFICER OF HEALTHWISE, INCORPORATED ON JANUARY 3, 2011. THEREFORE SHE DID NOT EARN ANY REPORTABLE COMPENSATION FOR CALENDAR YEAR 2010, BUT SHE DID SERVE AS AN OFFICER DURING THE ORGANIZATION'S FISCAL YEAR ENDING JUNE 30, 2011. | |
| FORM 990, PART IX, LINE 18 AND 19 | THE 2009 STATEMENT OF FUNCTIONAL EXPENSES REPORTED PAYMENTS OF $171,999 FOR TRAVEL AND ENTERTAINMENT EXPENSES FOR ANY FEDERAL, STATE OR LOCAL PUBLIC OFFICIALS ON LINE 18. THIS AMOUNT WAS INADVERTENTLY REPORTED ON LINE 18 INSTEAD OF LINE 19, CONFERENCE, CONVENTION AND MEETING EXPENSE. THE CURRENT YEAR FORM 990 PART IX REFLECTS THESE EXPENSES ON LINE 19. | |
| FORM 990, PART 1, QUESTION 1 | 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 PLAY 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 2010 PEOPLE TURNED TO HEALTHWISE DECISION SUPPORT INFORMATION AND TOOLS WELL OVER 95 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 HEALTHMASTERY PROGRAMS, 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 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 WEB SITE AT WWW.HEALTHWISE.ORG. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ALL DOCUMENTS, SUCH AS THE FORM 990 AND THE ARTICLES OF INCORPORATION, ARE AVAILABLE UPON REQUEST FROM THE CEO, GENERAL COUNSEL OR THE CFO'S OFFICE. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE FOLLOWING PROCEDURES ARE IN PLACE FOR SETTING AND REVIEWING THE 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 (COMPENSATION 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 COMPENSATION COMMITTEE DECISIONS REGARDING THE RESULTS OF THE PROCESS AND IN ADDITION THE BOARD DIRECTLY HANDLES THE SETTING OF COMPENSATION FOR THE CEO, DONALD KEMPER, AND HIS SPOUSE, MOLLY METTLER, WHO CURRENTLY HOLDS THE POSITION OF SENIOR VICE PRESIDENT. V. ADDITIONALLY, THE COMPENSATION 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 COMPENSATION 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, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | 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 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, Line 11 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | 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 AND RUTH PRINCE ARE DIRECTORS OF HEALTHWISE AND BOTH INDIVIDUALS ARE EMPLOYEES OF BOISE STATE UNIVERSITY. CHERYL LARABEE IS THE ASSOCIATE V.P. FOR UNIVERSITY ADVANCEMENT AND RUTH PRINCE WORKS IN THE ADMISSIONS OFFICE. | Form 990, Part VI, Line 2 |
| Client Note 2 - Summary of FORM 990 TO AUDITED FINANCIAL STATEMENT ADJUSTMENTS:6/30/10 NET ASSETS PER AUDITED FINANCIAL STATEMENTS $ 17,002,8862010 REVENUE ACCRUAL FROM AUDIT OF CONTRACTS 717,515 ------------6/30/10 NET ASSETS PER AMENDED FORM 990 17,720,4016/30/11 INCOME PER AUDITED FINANCIALSTATEMENTS 206,9322011 REVENUE ACCRUAL FROM AUDIT OF CONTRACTS (78,106) ------------6/30/11 NET ASSETS - RESTATED $ 17,849,227 ============ | ||
| Client Note 1 - THE FOLLOWING ARE EXPLANATIONS REGARDING QUESTIONS AND AMOUNTS THAT ARE NOT CORRECT DUE TO SOFTWARE LIMITATIONS.FORM 990, PART V, 7G AND 7H:QUESTIONS 7G AND 7H DO NOT APPLY TO HEALTHWISE, INCORPORATED.FORM 990, PART VII, 3:QUESTION 3 SHOULD BE MARKED AS YES. A FORMER DIRECTOR IS LISTED ON LINE 1A. A SOFTWARE DEFECT PROHIBITS THE CORRECT BOX FROM BEING CHECKED (YES).SCHEDULE A, PART III, SECTION C:QUESTION 15 SHOULD BE 56.50%QUESTION 17 SHOULD BE 0.57%SCHEDULE C, PART I-B, 1:HEALTHWISE, INCORPORATED DID NOT INCUR ANY EXCISE TAX UNDER SECTION 4955.SCHEDULE C, PART I-B, 3:THE QUESTION IS NOT APPLICABLE TO HEALTHWISE, INCORPORATED.SCHEDULE C, PART II-A, 1J:THE QUESTION IS NOT APPLICABLE TO HEALTHWISE, INCORPORATED.SCHEDULE D, PART X:THE SECTION IS NOT APPLICABLE TO HEALTHWISE, INCORPORATED.SCHEDULE F, PART I, 1:THE QUESTION IS NOT APPLICABLE TO HEALTHWISE, INCORPORATED.SCHEDULE F, PART I, 2:THE QUESTION IS NOT APPLICABLE TO HEALTHWISE, INCORPORATED.SCHEDULE K, PART IV, LINES 3C, 4C AND 4DTHESE QUESTIONS ARE NOT APPLICABLE TO HEALTHWISE, INCORPORATED.SCHEDULE O, PART VI, LINE 15A & BTHE EXPLANATION PROVIDED IN THE SCHEDULE O WITH THE TITLE "FORM 990 PART VI LINE 15B" ACTUALLY RELATES TO THE CEO AS WELL AS OFFICERS AND KEY EMPLOYEES. THE SAME PROCESS IS USED TO DETERMINE COMPENSATION FOR ALL OF THESE POSITIONS BUT DUE TO SOFTWARE LIMITATIONS THE TITLE OF THE DISCLOSURE COULD NOT BE CHANGED TO REFLECT BOTH LINE 15A AND 15B. |