INTEALTH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTEALTH (EIN 36-2367980)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349309060
- Schema version
- 2023v5.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T17:59:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362367980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2158232293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3624 MARKET STREET 4TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA KISVER | PersonNm |
| Person Title | SVP FINANCE AND CFO | PersonTitleTxt |
| Phone | 2158232293 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ERIC HOLMBOE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3624 MARKET STREET 4TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,590,302 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INTEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 384 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $87,112 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $73,997 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,656 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,756,896 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,899,605 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,297,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,196,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $66,053,967 | PYTotalRevenueAmt |
| CY Total Revenue | $79,099,476 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,620,897 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $329,194 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,417,027 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,110,973 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,365,176 | PYOtherExpensesAmt |
| CY Other Expenses | $30,086,602 | CYOtherExpensesAmt |
| PY Total Expenses | $55,403,100 | PYTotalExpensesAmt |
| CY Total Expenses | $73,526,769 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,650,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,572,707 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $189,610,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,695,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,999,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,442,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $163,611,614 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $184,252,856 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCH O., FORM 990, PART I, LINE 1 DISCLOSURE | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $45,826,790 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,548,071 | RevenueAmt |
| Desc | INTEALTH CERTIFICATION AND VERIFICATION SERVICES - INTEALTH'S PROGRAM OF CERTIFICATION ASSESSES WHETHER INTERNATIONAL MEDICAL GRADUATES ("IMGS") ARE READY TO ENTER U.S. GRADUATE MEDICAL EDUCATION PROGRAMS THAT ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICALEDUCATION.INTERNATIONAL CREDENTIAL SERVICES: A SERVICE TO INTERNATIONAL ORGANIZATIONS AND AUTHORITIES INVOLVED IN MEDICAL REGISTRATION, LICENSING, AND ASSESSMENT BY OBTAINING PRIMARY SOURCE VERIFICATION OF CREDENTIALS OF PHYSICIANS WHO COMPLETED THEIR MEDICAL EDUCATION OUTSIDETHE AUTHORITIES JURISDICTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,398,513 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,691,090 | RevenueAmt |
| Desc | EXCHANGE VISITOR SPONSORSHIP PROGRAM - FOREIGN NATIONAL PHYSICIANS WHO SEEK ENTRY INTO U.S. PROGRAMS OF GRADUATE MEDICAL EDUCATION OR TRAINING MUST OBTAIN AN APPROPRIATE VISA THAT PERMITS CLINICAL TRAINING ACTIVITIES. INTEALTH IS AUTHORIZED BY THE U.S. DEPARTMENT OF STATE TO SPONSOR J-1 EXCHANGE VISITOR PHYSICIANS ENROLLED IN ACCREDITED PROGRAMS OF GRADUATE MEDICAL EDUCATION OR TRAINING OR ADVANCED RESEARCH PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,929,210 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,030,801 | RevenueAmt |
| Desc | ELECTRONIC RESIDENCY APPLICATION SERVICE (ERAS) - PROVIDES A MECHANISM FOR INTERNATIONAL MEDICAL STUDENTS/GRADUATES TO ELECTRONICALLY APPLY FOR RESIDENCY POSITIONS IN ACCREDITED U.S. PROGRAMS OF GRADUATE MEDICAL EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,193,425 | ExpenseAmt |
| Grant | $329,194 | GrantAmt |
| Revenue | $28,629,643 | RevenueAmt |
| Desc | USMLE REGISTRATION - INTEALTH IS THE ORGANIZATION THAT REGISTERS IMGSFOR THE UNITED STATES MEDICAL LICENSING EXAMINATION (USMLE). INTEALTHVERIFIES AN APPLICANT'S ELIGIBILITY, AND THEY ARE ABLE TO REGISTER FORAN USMLE EXAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,193,425 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $329,194 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $28,629,643 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $61,347,938 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 384 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSHUA KISVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159663433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3624 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM W PINSKY MD - BOARD | |||||||||
| PRESIDENT/CEO (THRU 12/31) | 40.00 | 5.00 | Yes (X) | Yes (X) | $1,038,961 | $0 | $74,354 | ||
| STEVEN KIRKPATRICK | |||||||||
| EXECUTIVE VP | 40.00 | 0.00 | Yes (X) | $569,743 | $0 | $79,417 | |||
| FRANCINE KATZ | |||||||||
| SENIOR VP AND GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $481,014 | $0 | $104,387 | |||
| ROBERT BARTELT | |||||||||
| SENIOR VP AND CIO | 40.00 | 0.00 | $490,473 | $0 | $95,377 | Yes (X) | |||
| JOSHUA M KISVER | |||||||||
| SENIOR VP AND CFO | 40.00 | 2.00 | Yes (X) | $431,445 | $0 | $126,209 | |||
| TRACY WALLOWICZ | |||||||||
| SVP EXTERNAL RELATIONS & COS | 40.00 | 2.00 | Yes (X) | $390,036 | $0 | $117,777 | |||
| KARA OLEYN | |||||||||
| SVP & EXECUTIVE DIRECTOR | 40.00 | 0.00 | $393,195 | $0 | $96,537 | Yes (X) | |||
| KATHLEEN WILLIAMSON | |||||||||
| SVP & CHIEF PEOPLE OFCR (THRU 2/28) | 40.00 | 0.00 | $409,617 | $0 | $7,058 | Yes (X) | |||
| MICHAEL SCHULZ | |||||||||
| ASSOCIATE CIO | 40.00 | 0.00 | $290,485 | $0 | $57,308 | Yes (X) | |||
| MONCRIEFF WATSON | |||||||||
| ASSIST. VP & CHIEF TECH OFFICER | 40.00 | 0.00 | $282,205 | $0 | $56,942 | Yes (X) | |||
| TRACY GILL | |||||||||
| AVP, PROGRAMS & SERVICES | 40.00 | 0.00 | $240,953 | $0 | $60,458 | Yes (X) | |||
| BONNIE JOHNSON | |||||||||
| ASSISTANT VICE PRESIDENT, CONTROLLER | 40.00 | 0.00 | $238,949 | $0 | $54,705 | Yes (X) | |||
| ELIZABETH M INGRAHAM | |||||||||
| AVP FOR COMM. & EXTRNL AFFAIRS | 40.00 | 0.00 | $235,272 | $0 | $54,854 | Yes (X) | |||
| PETER F BUCKLEY MD | |||||||||
| BOARD CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NAEL A ABOUZAKI JD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYLL ALBOLD PHD MS ED | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BARZANSKY PHD MHPE | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD CRAIG BRATER MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICARDO R CORREA MD EDD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS L COUNSELMAN MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN ROBERT CRAIG MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE-MARIE IRANI MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PRERNA MONA KHANNA MD MPH | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS NORRIS MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN OGUNKEYE MS | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON Z QU MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NYAPATI R RAO MD MS | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA F WEINSTEIN MD | |||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW T FILAK MD | |||||||||
| BOARD MEMBER (THRU 12/2023) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE E KIKANO MD | |||||||||
| BOARD MEMBER (THRU 7/2023) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,492,348 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $985,383 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 97 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCALEHEALTH | |||||
| 4 SIOUX LANE | BRANCHBURG | NJ | 08876 | HEALTHCARE CONSULTATION | $2,708,400 |
| COASTALCLOUD HOLDINGS LLC | |||||
| 1 HAMMOCK BEACH PARKWAY SUITE 200 | PALM COAST | FL | 32137 | SOFTWARE DEVELOPMENT SERVICE | $870,083 |
| WITTKIEFFER FORD HADELMAN LLOYD CORP | |||||
| 2015 SPRING RD STE 510 | OAK BRK | IL | 60523 | EXECUTIVE PLACEMENT SERVICE | $462,330 |
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 1701 MARKET STREET | PHILADELPHIA | PA | 19104 | LEGAL SERVICES | $394,635 |
| GRANT THONTON ADVISORS LLC | |||||
| 33960 TREASURY CENTER | CHICAGO | IL | 606943900 | AUDIT AND TAX SERVICES | $220,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,656 | AllOtherContributionsAmt |
| Total Contributions | $3,656 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION/CERT FEES | 611710 | $28,567,018 | $28,567,018 |
| CERT VERIFICATION SVCS | 611710 | $20,434,291 | $20,434,291 |
| INT'L CRED E-PORTFOLIO | 611710 | $10,007,526 | $10,007,526 |
| ELECTRONIC RSDNC SERVI | 611710 | $7,030,801 | $7,030,801 |
| EXCH VISITOR SSHIP PRO | 900099 | $5,691,090 | $5,691,090 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $168,879 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,899,605 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,643,886 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $87,112 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,556,774 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,646,094 | SecuritiesAmt |
| Other | $1,397,061 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,490,826 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,155,268 | SecuritiesAmt |
| Other | $1,397,061 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,552,329 | TotalRevenueColumnAmt |
| Exclusion | $4,552,329 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,099,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,899,605 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,112 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,109,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,194 | TotalAmt |
| Program Services | $259,194 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Program Services | $70,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,049,927 | TotalAmt |
| Program Services | $3,353,460 | ProgramServicesAmt |
| Management And General | $696,467 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,830,125 | TotalAmt |
| Program Services | $23,872,203 | ProgramServicesAmt |
| Management And General | $4,957,922 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937,499 | TotalAmt |
| Program Services | $2,937,499 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,157,050 | TotalAmt |
| Program Services | $6,608,993 | ProgramServicesAmt |
| Management And General | $548,057 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,372 | TotalAmt |
| Management And General | $136,372 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,441 | TotalAmt |
| Program Services | $455,441 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,052 | TotalAmt |
| Program Services | $169,052 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,014 | TotalAmt |
| Management And General | $1,085,014 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,629,571 | TotalAmt |
| Program Services | $8,571,648 | ProgramServicesAmt |
| Management And General | $1,057,923 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,515 | TotalAmt |
| Program Services | $69,515 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,162 | TotalAmt |
| Program Services | $892,233 | ProgramServicesAmt |
| Management And General | $295,929 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,839,175 | TotalAmt |
| Program Services | $6,797,104 | ProgramServicesAmt |
| Management And General | $42,071 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,616,383 | TotalAmt |
| Program Services | $2,604,137 | ProgramServicesAmt |
| Management And General | $1,012,246 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,239 | TotalAmt |
| Program Services | $55,658 | ProgramServicesAmt |
| Management And General | $318,581 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,378 | TotalAmt |
| Program Services | $19,382 | ProgramServicesAmt |
| Management And General | $504,996 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,127,052 | TotalAmt |
| Program Services | $1,506,279 | ProgramServicesAmt |
| Management And General | $620,773 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,003 | TotalAmt |
| Program Services | $44,947 | ProgramServicesAmt |
| Management And General | $637,056 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PAYMENT PROCESS FEES | $2,661,862 | $2,512,858 | $149,004 |
| TRAINING | $391,151 | $391,151 | |
| FAIMER GLOBAL | $142,039 | $142,039 | |
| ALL OTHER EXPENSES | $131,565 | $15,145 | $116,420 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,526,769 | TotalAmt |
| Program Services | $61,347,938 | ProgramServicesAmt |
| Management And General | $12,178,831 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,338,812 | BOYAmt |
| EOY | $6,244,681 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,629,641 | BOYAmt |
| EOY | $1,954,485 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,656,807 | BOYAmt |
| EOY | $3,299,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,025,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,290,684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,297,000 | BOYAmt |
| EOY | $22,734,818 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $121,157,385 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,867,376 | BOYAmt |
| EOY | $55,340,866 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,076,771 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,744,256 | BOYAmt |
| EOY | $2,963,987 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,610,663 | BOYAmt |
| EOY | $213,695,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,192,209 | BOYAmt |
| EOY | $10,643,680 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,032,011 | BOYAmt |
| EOY | $10,673,216 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,774,829 | BOYAmt |
| EOY | $8,126,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,999,049 | BOYAmt |
| EOY | $29,442,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,611,614 | BOYAmt |
| EOY | $184,252,856 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,611,614 | BOYAmt |
| EOY | $184,252,856 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,610,663 | BOYAmt |
| EOY | $213,695,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,572,707 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,068,535 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,656 | CurrentTaxYearAmt |
| Total | $3,656 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,551,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,348,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,357,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,756,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,899,605 | CurrentTaxYearAmt |
| Total | $325,914,215 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,551,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,348,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,357,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,756,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,903,261 | CurrentTaxYearAmt |
| Total | $325,917,871 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $325,917,871 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,505,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,458,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,400,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,536,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,643,886 | CurrentTaxYearAmt |
| Total | $11,545,044 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,505,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,458,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,400,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,536,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,643,886 | CurrentTaxYearAmt |
| Total | $11,545,044 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $232,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $842,533 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,333,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,918,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,990,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,516,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,547,147 | CurrentTaxYearAmt |
| Total | $338,305,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96510 | PublicSupportPY509Pct |
| Investment Income CY | 0.03410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03240 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $201,079 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $201,079 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | IN MAY 2023, INTEALTH NAMED MATTHEW SHICK, JD, AS ASSISTANT VICE PRESIDENT AND CHIEF GOVERNMENT RELATIONS OFFICER. MR. SHICK FOCUSES ON ENHANCING INTEALTH'S ADVOCACY EFFORTS ON BEHALF OF IMGS AND THE VITAL ROLE THEY PLAY IN HEALTH CARE QUALITY AND ACCESSIBILITY ACROSS THE UNITED STATES. AS CHIEF GOVERNMENT RELATIONS OFFICER, MR. SHICK IS RESPONSIBLE FOR LEADING INTEALTH'S GOVERNMENT RELATIONS STRATEGY AND PRIORITIES, AS WELL AS MANAGING THE ORGANIZATION'S RELATIONSHIPS WITH LOCAL, STATE, AND FEDERAL GOVERNMENT ENTITIES. THIS INCLUDES SHAPING LEGISLATION AND REGULATORY INITIATIVES RELATED TO THE HEALTH WORKFORCE, MEDICAL EDUCATION, AND IMMIGRATION, AMONG OTHER AREAS IMPACTING IMGS' ABILITY TO PRACTICE MEDICINE IN THE UNITED STATES; ADVISING INTEALTH'S EXECUTIVE LEADERSHIP ON POTENTIAL IMPACTS TO THE ORGANIZATION; AND REPRESENTING THE IMG COMMUNITY'S INTERESTS TO POLICY MAKERS AND GOVERNMENT OFFICIALS. IN ADDITION, HE DEVELOPS AND MAINTAINS RELATIONSHIPS WITH PEER ORGANIZATIONS AND COMMUNICATES WITH INTERNAL STAKEHOLDERS ON GOVERNMENT POLICY ISSUES THAT COULD AFFECT THE ORGANIZATION'S MISSION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,200,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,235,049 | DepreciationAmt |
| Book Value | $965,285 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,200,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,869,576 | DepreciationAmt |
| Book Value | $1,330,501 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,161,849 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,651,173 | DepreciationAmt |
| Book Value | $1,510,676 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,463,242 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,534,886 | DepreciationAmt |
| Book Value | $18,928,356 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,734,818 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND LIMITED LIABILTIES FUNDS | Desc |
| Book Value | $55,340,866 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $55,340,866 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE LIABILITY | $5,561,920 |
| DUE TO NBME | $2,047,763 |
| 457 (B) PLAN OBLIGATIONS | $516,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,126,003 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | SUPPORT THE WORLD FEDERATION OF MEDICAL EDUCATION ACCREDITATION PROGRAM | $70,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $44,721,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $44,791,034 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $44,791,034 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | WFME PROGRAM | PurposeOfGrantTxt |
| Cash Grant | $70,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION RECEIVES A DETAILED WRITTEN PROPOSAL FROM ALL GRANTEES PRIOR TO FUNDS BEING AWARDED. THE WRITTEN PROPOSAL CONTAINS DETAILS CONCERNING THE PURPOSED AND EXPECTED OUTCOMES FROM THE PROPOSED GRANTEE. ONCE A GRANT IS AWARDED, A GRANT AGREEMENT IS ENTERED INTO THAT CONTAINS CLEAR REPORTING CRITERIA. THE ORGANIZATION REGULARLY OBTAINS VERBAL AND WRITTEN REPORTS FROM ALL GRANTEES TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT. |
| PART I, LINE 3, COLUMN (F) AND PART III | ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR CASH GRANTS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| INTEALTH (FKA FAIMER) | ||||||||
| 3624 MARKET STREET | PHILADELPHIA | PA | 19104 | 233057423 | 501(C)(3) | $200,183 | $0 | SUPPORT TO THE FOUNDATION |
| ARMY WAR COLLEGE | ||||||||
| 122 FORBES AVENUE | CARLISLE | PA | 17013 | 232034407 | 501(C)(3) | $40,000 | $0 | GENERAL PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS MADE TO THE FOUNDATION FOR ADVANCEMENT OF INTERNATIONAL MEDICAL EDUCATION AND RESEARCH, A RELATED SUPPORTING ORGANIZATION WHICH IS CONTROLLED AND OPERATED BY INTEALTH. SUCH GRANTS SUPPORT ORGANIZATION'S EXEMPT PURPOSE. GRANTS MADE TO OTHER ORGANIZATIONS - THE ORGANIZATION RECEIVES A DETAILED WRITTEN PROPOSAL FROM ALL GRANTEES PRIOR TO FUNDS BEING AWARDED. THE WRITTEN PROPOSAL CONTAINS DETAILS CONCERNING THE PURPOSED AND EXPECTED OUTCOMES FROM THE PROPOSED GRANTEE. ONCE A GRANT IS AWARDED, A GRANT AGREEMENT IS ENTERED INTO THAT CONTAINS CLEAR REPORTING CRITERIA. THE ORGANIZATION REGULARLY OBTAINS VERBAL AND WRITTEN REPORTS FROM ALL GRANTEES TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM W PINSKY MD - BOARD | ||||||||||||||
| PRESIDENT/CEO (THRU 12/31) | $842,240 | $0 | $90,052 | $0 | $106,669 | $0 | $39,600 | $0 | $34,754 | $0 | $1,113,315 | $0 | $0 | $0 |
| STEVEN KIRKPATRICK | ||||||||||||||
| EXECUTIVE VP | $439,227 | $0 | $40,059 | $0 | $90,457 | $0 | $39,600 | $0 | $39,817 | $0 | $649,160 | $0 | $54,405 | $0 |
| FRANCINE KATZ | ||||||||||||||
| SENIOR VP AND GENERAL COUNSEL | $410,385 | $0 | $27,438 | $0 | $43,191 | $0 | $56,458 | $0 | $47,929 | $0 | $585,401 | $0 | $3,236 | $0 |
| ROBERT BARTELT | ||||||||||||||
| SENIOR VP AND CIO | $405,058 | $0 | $29,311 | $0 | $56,104 | $0 | $65,436 | $0 | $29,941 | $0 | $585,850 | $0 | $18,402 | $0 |
| JOSHUA M KISVER | ||||||||||||||
| SENIOR VP AND CFO | $382,600 | $0 | $26,875 | $0 | $21,970 | $0 | $85,986 | $0 | $40,223 | $0 | $557,654 | $0 | $15,802 | $0 |
| TRACY WALLOWICZ | ||||||||||||||
| SVP EXTERNAL RELATIONS & COS | $356,154 | $0 | $21,531 | $0 | $12,351 | $0 | $78,810 | $0 | $38,967 | $0 | $507,813 | $0 | $0 | $0 |
| KARA OLEYN | ||||||||||||||
| SVP & EXECUTIVE DIRECTOR | $358,855 | $0 | $15,712 | $0 | $18,628 | $0 | $68,718 | $0 | $27,819 | $0 | $489,732 | $0 | $637 | $0 |
| KATHLEEN WILLIAMSON | ||||||||||||||
| SVP & CHIEF PEOPLE OFCR (THRU 2/28) | $82,742 | $0 | $20,134 | $0 | $306,741 | $0 | $6,195 | $0 | $863 | $0 | $416,675 | $0 | $50,141 | $0 |
| MICHAEL SCHULZ | ||||||||||||||
| ASSOCIATE CIO | $267,368 | $0 | $23,117 | $0 | $0 | $0 | $32,103 | $0 | $25,205 | $0 | $347,793 | $0 | $0 | $0 |
| MONCRIEFF WATSON | ||||||||||||||
| ASSIST. VP & CHIEF TECH OFFICER | $263,191 | $0 | $19,014 | $0 | $0 | $0 | $31,599 | $0 | $25,343 | $0 | $339,147 | $0 | $0 | $0 |
| TRACY GILL | ||||||||||||||
| AVP, PROGRAMS & SERVICES | $221,968 | $0 | $18,985 | $0 | $0 | $0 | $26,659 | $0 | $33,799 | $0 | $301,411 | $0 | $0 | $0 |
| BONNIE JOHNSON | ||||||||||||||
| ASSISTANT VICE PRESIDENT, CONTROLLER | $217,857 | $0 | $19,792 | $0 | $1,300 | $0 | $26,177 | $0 | $28,528 | $0 | $293,654 | $0 | $0 | $0 |
| ELIZABETH M INGRAHAM | ||||||||||||||
| AVP FOR COMM. & EXTRNL AFFAIRS | $215,993 | $0 | $19,279 | $0 | $0 | $0 | $25,945 | $0 | $28,909 | $0 | $290,126 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL REIMBURSEMENT AND TAXABILITY FOR TRUSTEES - REIMBURSEMENT FOR AIR TRAVEL IS BASED ON FIRST CLASS ACCOMMODATIONS FOR FLIGHTS GREATER THAN 1,000 MILES IN DISTANCE. TRUSTEES HAVE THE OPTION TO APPLY THE COST OF A FIRST CLASS TICKET TOWARD TWO COACH FARE TICKETS TO COVER TRAVEL FOR SPOUSES WHEN ATTENDING MEETINGS OF THE INTEALTH BOARD AND COMMITTEES OR CARRYING OUT OTHER OFFICIAL INTEALTH DUTIES. HOWEVER, ONLY THE AMOUNT APPLICABLE TO TRAVEL FOR THE INTEALTH BOARD MEMBER MAY BE CONSIDERED A BONA FIDE EXPENSE. TRAVEL EXPENSES FOR THE SPOUSE OF AN INTEALTH BOARD MEMBER ARE REPORTED ON A SEPARATE TRAVEL AND EXPENSE REPORT AND REPORTED ON FORM 1099, ASSUMING THE AMOUNT IS GREATER THAN $600 DURING THE COURSE OF THE CALENDAR YEAR. FOR EMPLOYEES - REIMBURSEMENT OF BUSINESS CLASS (FIRST CLASS TRAVEL WHEN BUSINESS CLASS IS NOT AVAILABLE) FOR TRIPS WITHIN THE UNITED STATES ARE PAID WHEN COACH CLASS FLIGHTS WOULD RESULT IN A FLIGHT OF FIVE (5) HOURS OR MORE IN DURATION. DUE TO THE LENGTH OF INTERNATIONAL FLIGHTS, EMPLOYEES MAY TRAVEL ECONOMY PLUS (BUSINESS CLASS WHEN ECONOMY PLUS IS NOT AVAILABLE) ON FLIGHTS OF FIVE (5) HOURS OR GREATER IN DURATION. HEALTH OR SOCIAL CLUB DUES THE CHIEF EXECUTIVE OFFICER ("CEO") HAS A MEMBERSHIP TO THE UNION LEAGUE OF PHILADELPHIA THAT IS USED PRINCIPALLY FOR BUSINESS PURPOSES. IF IN THE EVENT ANY PORTION OF THE EXPENSES IS CONSIDERED PERSONAL USE, THE CEO REIMBURSES THE ORGANIZATION FOR THE AMOUNT CHARGED. |
| PART I, LINES 4A-B | LINE 4A: SEVERANCE PAYMENT OR CHANGE OF CONTROL KATHLEEN WILLIAMSON, $253,757 LINE 4B: NON-QUALIFIED RETIREMENT PLAN THE ORGANIZATION PROVIDES TO ELIGIBLE EMPLOYEES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHERE 5% OF COMPENSATION IS CONTRIBUTED TO A 457(F) MUTUAL FUND ACCOUNT. THE ACCOUNTS ARE SUBJECT TO CLIFF VESTING AND THE ORGANIZATION OWNS THE ACCOUNTS UNTIL VESTED. THE VESTING DATE IS THE EARLIER OF THREE YEARS FOR EACH PLAN YEAR ACCOUNT OR AGE 65. UPON VESTING, A LUMP SUM DISTRIBUTION OCCURS AND IS REPORTED AS ORDINARY COMPENSATION AND REPORTED IN PART II COL B(III). THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE 457(F) PLAN AND THE AMOUNTS BELOW ARE CURRENT YEAR DEFERRED COMPENSATION AMOUNTS UNDER THE 457(F) PLAN AND ARE REPORTED IN PART II, COL (C): JOSHUA KISVER : $46,386 TRACY WALLOWICZ : $39,210 FRANCINE KATZ : $16,858 ROBERT BARTELT : $25,836 KARA OLEYN : $29,118 |
| PART I, LINE 7 | INTEALTH OFFERS AN EXECUTIVE INCENTIVE PLAN TO REWARD PARTICIPANTS FOR ACHIEVING DEFINED OBJECTIVES WHICH INCLUDE FINANCIAL PERFORMANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | TO SERVE THE PUBLIC BY: - ASSURING THE QUALIFICATIONS OF HEALTH CARE PROFESSIONALS - PROVIDING PRIMARY-SOURCE VERIFICATION OF CREDENTIALS OF HEALTH CARE PROFESSIONALS, AS THEY SERVE THROUGHOUT THE WORLD - SUPPORTING INTERNATIONAL MEDICAL GRADUATES WHO SEEK GRADUATE MEDICAL EDUCATION IN THE UNITED STATES |
| FORM 990, PART III, LINE 2 | ON MAY 17, 2023, ECFMG OFFICIALLY CHANGED ITS NAME TO INTEALTH AND INTEGRATED THE ACTIVITIES OF ECFMG AND FAIMER INTO A SINGLE 501(C)3 ORGANIZATION. THE INTEALTH FOUNDATION'S (F/K/A FAIMER) ASSETS AND LIABILITIES WERE TRANSFERRED TO AND ASSUMED BY INTEALTH. THE NEW, OVERARCHING IDENTITY AND CORPORATE STRUCTURE REFLECTS AN INTEGRATED APPROACH TO OPERATIONS TO SUPPORT HEALTH PROFESSIONS WORLDWIDE. INTEALTH BRINGS TOGETHER THE EXPERTISE AND RESOURCES THAT ADVANCE QUALITY IN HEALTH CARE EDUCATION WORLDWIDE TO IMPROVE HEALTH CARE FOR ALL. THROUGH STRATEGIC INTEGRATION OF ECFMG AND FAIMER, INTEALTH OFFERS A FLEXIBLE AND MULTI-LAYERED PORTFOLIO OF SERVICES. THESE SERVICES ENHANCE AND SUPPORT THE EDUCATION AND TRAINING OF HEALTH CARE PROFESSIONALS, VERIFY THEIR QUALIFICATIONS REQUIRED TO PRACTICE, AND INFORM THE DEVELOPMENT OF HEALTH WORKFORCE POLICIES AROUND THE WORLD. SEE FORM 990, PART III, LINE 4A-D FOR MORE DETAILS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLIANCE, AUDIT, AND QUALITY ASSURANCE COMMITTEE OF THE BOARD HAS BEEN CHARGED BY THE BOARD TO REVIEW THE FORM 990 AS COMPLETED BY THE OUTSIDE AUDITOR, GRANT THORNTON, LLP PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. ALL MEMBERS OF THE COMPLIANCE, AUDIT AND QUALITY ASSURANCE COMMITTEE WILL RECEIVE FINAL DRAFT COPIES OF THE FORM 990 ARE THEN GIVEN THE OPPORTUNITY TO MAKE INQUIRIES ABOUT ANY INFORMATION CONTAINED THEREIN. DRAFTS ARE THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT SHALL BE THE RESPONSIBILITY OF ALL TRUSTEES AND KEY EMPLOYEES TO IDENTIFY PROMPTLY TO THE CHAIR OF THE BOARD OF INTEALTH OR THE INTEALTH FOUNDATION (F/K/A FAIMER), AS APPROPRIATE, ALL "POSSIBLE CONFLICTS OF INTERESTS" WHENEVER THEY ARISE; TO DECLARE THEIR LACK OF INDEPENDENCE; AND TO REFRAIN FROM ANY DISCUSSIONS OR DELIBERATIONS REGARDING THE IDENTIFIED "POSSIBLE CONFLICTS OF INTEREST OR VOTING ON OR TAKING ANY OTHER ACTION WITH RESPECT TO SUCH MATTER. FAILURE TO PROPERLY DISCLOSE A "CONFLICT OF INTEREST" MAY SUBJECT THE BOARD MEMBER OR KEY EMPLOYEE TO DISCIPLINARY ACTION UP TO AND INCLUDING DISMISSAL FROM THE BOARD OR TERMINATION OF EMPLOYMENT. ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS FOR BOARD AND KEY EMPLOYEES: A CONFLICT OF INTEREST DISCLOSURE FORM SHALL BE CIRCULATED ANNUALLY TO ALL CURRENT TRUSTEES AND KEY EMPLOYEES. THE GENERAL COUNSEL OF INTEALTH SHALL MAKE A DETERMINATION ANNUALLY AS TO WHICH CURRENT EMPLOYEES OF INTEALTH AND THE FOUNDATION MEET THE DEFINITION OF KEY EMPLOYEE FOR THE PURPOSE OF THE QUESTIONNAIRE. THE CONFLICT OF INTEREST DISCLOSURE FORM SHALL BE DISTRIBUTED IN QUARTER 1 OF EACH YEAR COVERING THE CURRENT CALENDAR YEAR. COMPLETED FORMS SHALL BE RETURNED TO THE SECRETARY OF THE BOARD FOR INTEALTH. THE BOARD SECRETARY SHALL HAVE THE RESPONSIBILITY TO MONITOR THE COMPLETION OF REQUESTED FORMS AND FOR MAKING APPROPRIATE FOLLOW-UP INQUIRIES TO NON-RESPONDERS. NON-RESPONDERS TO THE SECRETARY'S REQUESTS SHALL BE REPORTED TO THE CHAIR OF THE BOARDS OF INTEALTH AND THE FOUNDATION AS APPROPRIATE. COMPLETED CONFLICT DISCLOSURE FORMS SHALL BE REVIEWED BY THE GENERAL COUNSEL, OR IN THE CASE OF THE DISCLOSURE FORM OF THE EXECUTIVE VICE PRESIDENT, BY THE PRESIDENT, AND A REPORT MADE ANNUALLY OF ALL IDENTIFIED "POSSIBLE CONFLICTS OF INTEREST". LEGAL COUNSEL SHALL RENDER AN OPINION DIRECTLY TO THE CHAIR AND PRESIDENT OF THE RESPECTIVE ORGANIZATION REGARDING SUCH MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE OF THE BOARD (THE EECC) HAS THE RESPONSIBILITY FOR OVERSEEING THE DETERMINATION OF COMPENSATION, BENEFITS, AND OTHER REMUNERATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER MEMBERS OF EXECUTIVE LEADERSHIP OF THE CORPORATION, AND FOR THE ADMINISTRATION OF COMPENSATION PLANS AND POLICIES APPLICABLE TO SUCH PERSONS. (EXECUTIVE LEADERSHIP). NOT LESS FREQUENTLY THAN EVERY THREE YEARS, THE EECC SHALL RECEIVE AND REVIEW A COMPENSATION REPORT PREPARED BY INDEPENDENT COMPENSATION CONSULTANTS ENGAGED TO REVIEW AND ASSESS THE REASONABLENESS OF THE CORPORATION'S COMPENSATION PROGRAMS FOR MEMBERS OF EXECUTIVE LEADERSHIP. THE EECC IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO ANNUALLY RELATIVE TO GOALS AND OBJECTIVES APPROVED IN ADVANCE BY THE EECC. ANNUALLY THE EECC APPROVES A MERIT INCREASE FOR THE CEO AND REVIEWS AND APPROVES THE CEO'S PERFORMANCE UNDER THE CORPORATION'S EXECUTIVE INCENTIVE COMPENSATON (EIC) PLAN. THE EECC ALSO APPROVES ANNUAL EIC PLAN PERFORMANCE AND ASSOCIATED INCENTIVE DISTRIBUTIONS FOR OTHER EIC PLAN PARTICIPANTS. CONTEMPORANEOUS MINUTES OF ALL EECC MEETINGS ARE MADE REFLECTING THE ACTIONS TAKEN WITH RESPECT TO EXECUTIVE PERFORMANCE, COMPENSATION, AND OTHER MATTERS WITHIN THE SCOPE OF THE EECC CHARTER. COMMITTEE ACTIONS ARE SUMMARIZED AND REPORTED TO THE BOARD OF TRUSTEES AT MEETINGS OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 8,370,710. MANAGEMENT AND GENERAL EXPENSES 615,290. TOTAL EXPENSES 8,986,000. RECRUITMENT: PROGRAM SERVICE EXPENSES 200,938. MANAGEMENT AND GENERAL EXPENSES 442,633. TOTAL EXPENSES 643,571. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEALTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3624 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233057423 | EIN |
| Primary Activities | PROMOTE INTERNATIONAL MEDICAL EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FOUND FOR ADV OF INTL MED EDU & RES | ||
| B | $200,183 | FMV |
| FOUND FOR ADV OF INTL MED EDU & RES | ||
| S | $36,076,711 | NET ASSET VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1S | FormAndLineReferenceDesc |
| Explanation | ON MAY 17, 2023, ECFMG OFFICIALLY CHANGED ITS NAME TO INTEALTH AND INTEGRATED THE ACTIVITIES OF ECFMG AND FAIMER INTO A SINGLE 501(C)3 ORGANIZATION. THE INTEALTH FOUNDATION'S (F/K/A FAIMER) ASSETS AND LIABILITIES WERE TRANSFERRED TO AND ASSUMED BY INTEALTH. | ExplanationTxt |