HEALTH LEADS INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HEALTH LEADS INC (EIN 45-0484533)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-06
IRS object ID
202231879349300833
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-06T13:30:16-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450484533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH LEADS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone6173913633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 2ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEXANDRA QUINNPersonNm
Person TitleCEOPersonTitleTxt
Phone6175222766PhoneNum
Signature2022-06-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALEXANDRAPersonFirstNm
Person LastQUINNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2022-06-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALEXANDRA QUINNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 2ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,829,909GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEALTHLEADSUSA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionHEALTH LEADS IS FUELED BY A VISION OF HEALTH, DIGNITY AND WELL-BEING FOR EVERY PERSON IN EVERY COMMUNITY. WE PARTNER WITH COMMUNITIES AND HEALTH SYSTEMS TO ADDRESS SYSTEMIC CAUSES OF INEQUITY AND DISEASE. WE DO THIS BY REMOVING BARRIERS THAT KEEP PEOPLE FROM IDENTIFYING, ACCESSING AND CHOOSING THE RESOURCES EVERYONE NEEDS TO BE HEALTHY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee141TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,912,569PYContributionsGrantsAmt
CY Contributions Grants$11,603,952CYContributionsGrantsAmt
PY Program Service Revenue$1,064,784PYProgramServiceRevenueAmt
CY Program Service Revenue$732,502CYProgramServiceRevenueAmt
PY Investment Income$42,207PYInvestmentIncomeAmt
CY Investment Income$32,060CYInvestmentIncomeAmt
PY Other Revenue$75,162PYOtherRevenueAmt
CY Other Revenue$451,390CYOtherRevenueAmt
PY Total Revenue$5,094,722PYTotalRevenueAmt
CY Total Revenue$12,819,904CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,709,554PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,834,105CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$769,216CYTotalFundraisingExpenseAmt
PY Other Expenses$2,288,528PYOtherExpensesAmt
CY Other Expenses$2,640,611CYOtherExpensesAmt
PY Total Expenses$8,998,082PYTotalExpensesAmt
CY Total Expenses$8,474,716CYTotalExpensesAmt
PY Revenues Less Expenses-$3,903,360PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,345,188CYRevenuesLessExpensesAmt
Total Assets BOY$3,850,378TotalAssetsBOYAmt
Total Assets EOY$7,390,477TotalAssetsEOYAmt
Total Liabilities BOY$1,777,854TotalLiabilitiesBOYAmt
Total Liabilities EOY$965,954TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,072,524NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,424,523NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHEALTH LEADS IS FUELED BY A VISION OF HEALTH, DIGNITY AND WELL-BEING FOR EVERY PERSON IN EVERY COMMUNITY. WE PARTNER WITH COMMUNITIES AND HEALTH SYSTEMS TO ADDRESS SYSTEMIC CAUSES OF INEQUITY AND DISEASE. WE DO THIS BY REMOVING BARRIERS THAT KEEP PEOPLE FROM IDENTIFYING, ACCESSING AND CHOOSING THE RESOURCES EVERYONE NEEDS TO BE HEALTHY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,889,931ExpenseAmt
Revenue$1,183,892RevenueAmt
DescHEALTH LEADS HAS BEEN WORKING WITH COMMUNITIES ACROSS THE U.S. FOR MORE THAN 20 YEARS TO IMPROVE THE LIVING CONDITIONS THAT DRIVE HEALTH. WE BRING TOGETHER LOCAL HOSPITALS, CLINICS, COMMUNITY ORGANIZATIONS AND RESIDENTS TO HELP THEM INNOVATE AND TEST NEW WAYS OF WORKING TOGETHER SO THAT PEOPLE CAN MAKE DECISIONS ABOUT THE LIVING CONDITIONS THAT AFFECT THEIR HEALTH. WE BELIEVE IF COMMUNITIES CAN ENGAGE IN PRACTICES FOCUSING ON SHARED DECISION MAKING, DEMOCRATIZING DATA AND SUSTAINABLE CAREGIVING, THEY WILL BE ABLE TO INNOVATE TO IMPROVE THE LIVING CONDITIONS AND HEALTH OF THEIR RESIDENTS.Desc
Total Program Service Expenses$5,889,931TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee141EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER VALENZUELABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173913633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 2ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALEXANDRA QUINN
CEO40.00Yes (X)Yes (X)$220,194$0$39,111
JENNIFER VALENZUELA
CHIEF PEOPLE OFFICER40.00$180,775$0$37,479Yes (X)
CARMITA PADILLA
CHIEF PROGRAM & SITES40.00$183,735$0$17,555Yes (X)
AZIZA MUSA
VP DEVELOPMENT40.00$170,251$0$30,071Yes (X)
GISELLE FERRO
FORMER VP DEVELOPMENT40.00$141,235$0$18,999Yes (X)
SUSAN MCCARRON
VP COMMUNICATIONS40.00$147,703$0$7,373Yes (X)
KEELY YEDNOCK
VP PROGRAM SERVICES40.00$146,491$0$5,668Yes (X)
JULIE WANG
R&D PARTNERSHIP DIRECTOR40.00$135,479$0$12,613Yes (X)
MARGARET LAWS
BOARD CHAIR0.50Yes (X)Yes (X)$0$0$0
ADRIA GOODSON
VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
CHRISTOPHER COX
CHAIR OF FINANCE COMMITTEE0.50Yes (X)Yes (X)$0$0$0
THOMAS LEE
BOARD MEMBER0.50Yes (X)$0$0$0
ASAF BITTON
BOARD MEMBER0.50Yes (X)$0$0$0
ARTHUR GIANELLI
BOARD MEMBER0.50Yes (X)$0$0$0
GARY COHEN
BOARD MEMBER0.50Yes (X)$0$0$0
JOHN MANDILE
BOARD MEMBER0.50Yes (X)$0$0$0
ERIK CLEMONS
BOARD MEMBER0.50Yes (X)$0$0$0
TORREY YOUNG
BOARD MEMBER0.50Yes (X)$0$0$0
LAURA FIANO SAMBERG
BOARD MEMBER (UNTIL 7/2021)0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,325,863TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$168,869TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RALLY
5670 WILSHIRE BLVD SUITE 820LOS ANGELESCA90036MARKETING AND CREATIVE SERVICES$227,269
GRAVOC
10 CENTENNIAL DR SUITE 105PEABODYMA01960TECHNOLOGY SUPPORT SERVICE$159,885
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$1,252,000GovernmentGrantsAmt
All Other Contributions$10,351,952AllOtherContributionsAmt
Noncash Contributions$10,005NoncashContributionsAmt
Total Contributions$11,603,952TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business541610BusinessCd
Total Revenue Column$732,502TotalRevenueColumnAmt
Related Or Exempt Func Income$732,502RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$732,502TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,542TotalRevenueColumnAmt
Exclusion$32,542ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,523SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,005SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$482SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$482TotalRevenueColumnAmt
Exclusion-$482ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$451,390TotalRevenueColumnAmt
Related Or Exempt Func Income$451,390RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$451,390OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,819,904TotalRevenueColumnAmt
Related Or Exempt Func Income$1,183,892RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$32,060ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$695,918TotalAmt
Program Services$419,910ProgramServicesAmt
Management And General$199,131ManagementAndGeneralAmt
Fundraising$76,877FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,142,910TotalAmt
Program Services$3,185,831ProgramServicesAmt
Management And General$504,719ManagementAndGeneralAmt
Fundraising$452,360FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$154,729TotalAmt
Program Services$115,851ProgramServicesAmt
Management And General$21,958ManagementAndGeneralAmt
Fundraising$16,920FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$692,476TotalAmt
Program Services$535,737ProgramServicesAmt
Management And General$81,102ManagementAndGeneralAmt
Fundraising$75,637FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$148,072TotalAmt
Program Services$110,867ProgramServicesAmt
Management And General$21,013ManagementAndGeneralAmt
Fundraising$16,192FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$54,750TotalAmt
Management And General$54,750ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,478,855TotalAmt
Program Services$1,283,601ProgramServicesAmt
Management And General$126,351ManagementAndGeneralAmt
Fundraising$68,903FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,115TotalAmt
Program Services$5,602ProgramServicesAmt
Management And General$10,413ManagementAndGeneralAmt
Fundraising$100FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$257,980TotalAmt
Program Services$38,493ProgramServicesAmt
Management And General$179,584ManagementAndGeneralAmt
Fundraising$39,903FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$339,690TotalAmt
Management And General$339,690ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$50,685TotalAmt
Program Services$48,143ProgramServicesAmt
Management And General$2,542ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,311TotalAmt
Program Services$17,195ProgramServicesAmt
Management And General$517ManagementAndGeneralAmt
Fundraising$1,599FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$115,732TotalAmt
Management And General$115,732ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,387TotalAmt
Management And General$26,387ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$102,398$51,594$45,079$5,725
BANK FEES$84,171$84,171
STIPENDS$77,107$77,107
RECRUITING$17,430$2,430$15,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,474,716TotalAmt
Program Services$5,889,931ProgramServicesAmt
Management And General$1,815,569ManagementAndGeneralAmt
Fundraising$769,216FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,803,571BOYAmt
EOY$394,205EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$545,526BOYAmt
EOY$3,784,254EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$310,820BOYAmt
EOY$2,240,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$226,649BOYAmt
EOY$89,095EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$83,888BOYAmt
EOY$81,844EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$859,898LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$690,512LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$255,042BOYAmt
EOY$169,386EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$624,882BOYAmt
EOY$631,693EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,850,378BOYAmt
EOY$7,390,477EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$242,928BOYAmt
EOY$788,625EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$278,295BOYAmt
EOY$177,329EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,256,631BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,777,854BOYAmt
EOY$965,954EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,640,153BOYAmt
EOY$2,689,221EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$432,371BOYAmt
EOY$3,735,302EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,072,524BOYAmt
EOY$6,424,523EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,850,378BOYAmt
EOY$7,390,477EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,345,188ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,811NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,203,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,560,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,493,113CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,912,569CurrentTaxYearMinus1YearAmt
Current Tax Year$11,603,952CurrentTaxYearAmt
Total$36,773,401TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,203,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,560,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,493,113CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,912,569CurrentTaxYearMinus1YearAmt
Current Tax Year$11,603,952CurrentTaxYearAmt
Total$36,773,401TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,769,276SubstantialContributorsTotAmt
Public Support Total170$24,004,125PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$122,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,603CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,810CurrentTaxYearMinus1YearAmt
Current Tax Year$32,542CurrentTaxYearAmt
Total$437,964TotalAmt
FieldValueIRS element (for citing)
Total Support$37,211,365TotalSupportAmt
Gross Receipts Rltd Activities$8,598,809GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64510PublicSupportCY170Pct
Public Support PY1700.61110PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$859,898OtherCostOrOtherBasisAmt
Depreciation$690,512DepreciationAmt
Book Value$169,386BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$169,386TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,884,658TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,811NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$57,943DonatedServicesAndUseFcltsAmt
Revenue Not Reported$64,754RevenueNotReportedAmt
Revenue Subtotal$12,819,904RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,819,904TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,532,659TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$57,943DonatedServicesUseFcltsAmt
Expenses Not Reported$57,943ExpensesNotReportedAmt
Expenses Subtotal$8,474,716ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,474,716TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationHEALTH LEADS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HEALTH LEADS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT AUGUST 31, 2021. HEALTH LEADS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALEXANDRA QUINN
CEO$219,914$0$0$0$280$0$0$0$39,111$0$259,305$0$0$0
JENNIFER VALENZUELA
CHIEF PEOPLE OFFICER$180,495$0$0$0$280$0$0$0$37,479$0$218,254$0$0$0
CARMITA PADILLA
CHIEF PROGRAM & SITES$183,305$0$0$0$430$0$0$0$17,555$0$201,290$0$0$0
AZIZA MUSA
VP DEVELOPMENT$170,083$0$0$0$168$0$0$0$30,071$0$200,322$0$0$0
GISELLE FERRO
FORMER VP DEVELOPMENT$141,097$0$0$0$138$0$0$0$18,999$0$160,234$0$0$0
SUSAN MCCARRON
VP COMMUNICATIONS$147,516$0$0$0$187$0$0$0$7,373$0$155,076$0$0$0
KEELY YEDNOCK
VP PROGRAM SERVICES$146,061$0$0$0$430$0$0$0$5,668$0$152,159$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN BY THE TREASURER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE ASKED AT LEAST ONCE PER YEAR TO DISCLOSE ANY CONFLICTS OF INTEREST AT A BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 15AN AD HOC BOARD COMPENSATION COMMITTEE RESEARCHED MARKET SALARIES FOR THE EXECUTIVE TEAM. COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND DOCUMENTED IN COMMITTEE MINUTES. COMPARATIVE SALARY STUDIES WERE PERFORMED FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19PROVIDED UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,283,601. MANAGEMENT AND GENERAL EXPENSES 126,351. FUNDRAISING EXPENSES 68,903. TOTAL EXPENSES 1,478,855.
FORM 990, PART XI, LINE 2C:HEALTH LEADS HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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