HEALTH LEADS INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HEALTH LEADS INC (EIN 45-0484533)
Tax period
2016-09-01 to 2017-08-31
Filed
2018-07-13
IRS object ID
201801949349301170
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-13T13:47:13-05:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-09-01TaxPeriodBeginDt

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 6TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEXANDRA QUINNPersonNm
Person TitleCEOPersonTitleTxt
Phone6175222766PhoneNum
Signature2018-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A WASHBURNPreparerPersonNm
PTINP00537319PTIN
Phone5083669100PhoneNum
Preparation2018-07-09PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
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 6TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,763,060GrossReceiptsAmt
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 ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee345TotalEmployeeCnt
Total Volunteers468TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,700,351PYContributionsGrantsAmt
CY Contributions Grants$15,203,572CYContributionsGrantsAmt
PY Program Service Revenue$2,558,348PYProgramServiceRevenueAmt
CY Program Service Revenue$2,599,592CYProgramServiceRevenueAmt
PY Investment Income$43,215PYInvestmentIncomeAmt
CY Investment Income$102,361CYInvestmentIncomeAmt
PY Other Revenue$19,000PYOtherRevenueAmt
CY Other Revenue$18,000CYOtherRevenueAmt
PY Total Revenue$8,320,914PYTotalRevenueAmt
CY Total Revenue$17,923,525CYTotalRevenueAmt
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$9,557,290PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,628,828CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$922,069CYTotalFundraisingExpenseAmt
PY Other Expenses$3,537,540PYOtherExpensesAmt
CY Other Expenses$4,186,646CYOtherExpensesAmt
PY Total Expenses$13,094,830PYTotalExpensesAmt
CY Total Expenses$14,815,474CYTotalExpensesAmt
PY Revenues Less Expenses-$4,773,916PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,108,051CYRevenuesLessExpensesAmt
Total Assets BOY$26,766,803TotalAssetsBOYAmt
Total Assets EOY$29,996,511TotalAssetsEOYAmt
Total Liabilities BOY$1,570,356TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,723,582TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,196,447NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,272,929NetAssetsOrFundBalancesEOYAmt
MissionHEALTH LEADS IS A SOCIAL ENTERPRISE THAT ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$10,998,494ExpenseAmt
Revenue$2,617,592RevenueAmt
DescFOR 20 YEARS, HEALTH LEADS HAS WORKED WITH LEADING HEALTHCARE ORGANIZATIONS TO CREATE SUSTAINABLE, HIGH-IMPACT AND COST-EFFECTIVE SOCIAL NEEDS INTERVENTIONS THAT CONNECT PATIENTS TO THE COMMUNITY-BASED RESOURCES THEY NEED TO BE HEALTHY - FROM FOOD TO TRANSPORTATION TO HEALTHCARE BENEFITS. HEALTH LEADS IS COMMITTED TO SHARING ITS TOOLS AND EXPERTISE TO IMPROVE THE HEALTH AND WELL-BEING OF PATIENTS, AND TO ACCELERATING THE LEADERSHIP, BEST PRACTICES, INCENTIVES AND RESEARCH REQUIRED TO CHANGE WHAT "COUNTS" AS HEALTHCARE.Desc
Total Program Service Expenses$10,998,494TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
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 Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee345EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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 FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAN PLOWDENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173913633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 6TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
REBECCA ONIE MILDER
CEO (RESIGNED)40.00Yes (X)Yes (X)$256,431$0$41,085
ASAF BITTON
BOARD MEMBER0.50Yes (X)$0$0$0
MICHAEL BLAU
CLERK1.50Yes (X)Yes (X)$0$0$0
GARY COHEN
BOARD MEMBER0.50Yes (X)$0$0$0
LARRY COHEN
BOARD MEMBER0.50Yes (X)$0$0$0
SUSAN DONAHUE
BOARD MEMBER0.50Yes (X)$0$0$0
ARTHUR A GIANELLI
BOARD MEMBER0.50Yes (X)$0$0$0
ELIZA GREENBERG
BOARD MEMBER0.50Yes (X)$0$0$0
GEORGE A JACKOBOICE JR
BOARD MEMBER0.50Yes (X)$0$0$0
THOMAS H LEE MD
BOARD MEMBER0.50Yes (X)$0$0$0
ERIK CLEMONS
BOARD MEMBER0.50Yes (X)$0$0$0
JOHN MANDILE
CO-CHAIR0.50Yes (X)Yes (X)$0$0$0
LAURA SAMBERG
BOARD MEMBER0.50Yes (X)$0$0$0
MARGARET LAWS
CO-CHAIR0.50Yes (X)Yes (X)$0$0$0
CHRISTOPHER COX
TREASURER0.50Yes (X)Yes (X)$0$0$0
KELLY HALL
MANAGING PRINCIPAL TRANSFORMATIVE IN40.00$216,010$0$19,539Yes (X)
ROCCO PERLA
PRESIDENT40.00$256,657$0$40,903Yes (X)
WILLIAM BRODNITZKI
MANAGING PRINCIPAL40.00$252,515$0$37,708Yes (X)
ALEXANDRA QUINN
MANAGING PRINCIPAL40.00$208,578$0$33,733Yes (X)
ADAM SHYEVITCH
PRINCIPAL OF STRATEGIC INV40.00$155,018$0$23,686Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,345,209TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$196,654TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K24IndivRcvdGreaterThan100KCnt
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
GRAVOC
10 CENTENNIAL DRIVEPEABODYMA01960TECHNOLOGY STAFFING AND CONSULTING$186,442
IDEALIST CONSULTING
4076 N MISSISSIPPI AVENUEPORTLANDOR97227TECHNOLOGY CONSULTANTS$163,053
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$15,203,572AllOtherContributionsAmt
Noncash Contributions$241,000NoncashContributionsAmt
Total Contributions$15,203,572TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business900099BusinessCd
Total Revenue Column$2,599,592TotalRevenueColumnAmt
Related Or Exempt Func Income$2,599,592RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,599,592TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$100,352TotalRevenueColumnAmt
Exclusion$100,352ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$841,544SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$839,535SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,009SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,009TotalRevenueColumnAmt
Exclusion$2,009ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$18,000TotalRevenueColumnAmt
Related Or Exempt Func Income$18,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,923,525TotalRevenueColumnAmt
Related Or Exempt Func Income$2,617,592RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$102,361ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$288,288TotalAmt
Program Services$216,216ProgramServicesAmt
Fundraising$72,072FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,466,395TotalAmt
Program Services$6,384,077ProgramServicesAmt
Management And General$1,470,051ManagementAndGeneralAmt
Fundraising$612,267FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$234,456TotalAmt
Program Services$176,797ProgramServicesAmt
Management And General$41,230ManagementAndGeneralAmt
Fundraising$16,429FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$983,095TotalAmt
Program Services$741,284ProgramServicesAmt
Management And General$171,149ManagementAndGeneralAmt
Fundraising$70,662FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$656,594TotalAmt
Program Services$495,011ProgramServicesAmt
Management And General$110,792ManagementAndGeneralAmt
Fundraising$50,791FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,996TotalAmt
Management And General$44,996ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,692,291TotalAmt
Program Services$1,262,816ProgramServicesAmt
Management And General$411,475ManagementAndGeneralAmt
Fundraising$18,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$133,739TotalAmt
Program Services$42,331ProgramServicesAmt
Management And General$91,378ManagementAndGeneralAmt
Fundraising$30FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$359,137TotalAmt
Program Services$180,165ProgramServicesAmt
Management And General$178,972ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$330,562TotalAmt
Program Services$258,830ProgramServicesAmt
Management And General$46,775ManagementAndGeneralAmt
Fundraising$24,957FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$811,199TotalAmt
Program Services$691,430ProgramServicesAmt
Management And General$82,124ManagementAndGeneralAmt
Fundraising$37,645FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$102,779TotalAmt
Program Services$78,352ProgramServicesAmt
Management And General$24,217ManagementAndGeneralAmt
Fundraising$210FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$142,564TotalAmt
Program Services$111,628ProgramServicesAmt
Management And General$20,172ManagementAndGeneralAmt
Fundraising$10,764FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STIPENDS$247,574$247,574$0$0
MISCELLANEOUS$186,249$111,983$66,024$8,242
BANK FEES$135,556$0$135,556$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,815,474TotalAmt
Program Services$10,998,494ProgramServicesAmt
Management And General$2,894,911ManagementAndGeneralAmt
Fundraising$922,069FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,198,278BOYAmt
EOY$9,298,281EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,463,497BOYAmt
EOY$1,977,818EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,780,171BOYAmt
EOY$14,937,029EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$746,830EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$182,973BOYAmt
EOY$212,627EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$920,320LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$258,541LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$734,032BOYAmt
EOY$661,779EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,407,852BOYAmt
EOY$2,162,147EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,766,803BOYAmt
EOY$29,996,511EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$879,930BOYAmt
EOY$1,177,632EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$690,426BOYAmt
EOY$545,950EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,570,356BOYAmt
EOY$1,723,582EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,291,446BOYAmt
EOY$8,363,482EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,905,001BOYAmt
EOY$19,909,447EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,196,447BOYAmt
EOY$28,272,929EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,766,803BOYAmt
EOY$29,996,511EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,108,051ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$31,569NetUnrlzdGainsLossesInvstAmt
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$3,160,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,872,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,144,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,700,351CurrentTaxYearMinus1YearAmt
Current Tax Year$15,203,572CurrentTaxYearAmt
Total$62,081,823TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,160,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,872,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,144,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,700,351CurrentTaxYearMinus1YearAmt
Current Tax Year$15,203,572CurrentTaxYearAmt
Total$62,081,823TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$27,750,869SubstantialContributorsTotAmt
Public Support Total170$34,330,954PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,844CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,142CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,907CurrentTaxYearMinus1YearAmt
Current Tax Year$100,352CurrentTaxYearAmt
Total$336,245TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$19,000CurrentTaxYearMinus1YearAmt
Current Tax Year$18,000CurrentTaxYearAmt
Total$37,000TotalAmt
FieldValueIRS element (for citing)
Total Support$62,455,068TotalSupportAmt
Gross Receipts Rltd Activities$9,114,325GrossReceiptsRltdActivitiesAmt
Public Support CY1700.54970PublicSupportCY170Pct
Public Support PY1700.46690PublicSupportPY170Pct
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$920,320OtherCostOrOtherBasisAmt
Depreciation$258,541DepreciationAmt
Book Value$661,779BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$661,779TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,027,107TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$31,569NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,135,151DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,103,582RevenueNotReportedAmt
Revenue Subtotal$17,923,525RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,923,525TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,950,625TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,135,151DonatedServicesUseFcltsAmt
Expenses Not Reported$1,135,151ExpensesNotReportedAmt
Expenses Subtotal$14,815,474ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,815,474TotalExpensesPerForm990Amt

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, 2017 AND 2016.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 (6 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
REBECCA ONIE MILDER
CEO (RESIGNED)$236,098$0$20,333$0$0$0$9,888$0$31,197$0$297,516$0$0$0
KELLY HALL
MANAGING PRINCIPAL TRANSFORMATIVE IN$201,655$0$14,355$0$0$0$0$0$19,539$0$235,549$0$0$0
ROCCO PERLA
PRESIDENT$236,414$0$20,243$0$0$0$9,844$0$31,059$0$297,560$0$0$0
WILLIAM BRODNITZKI
MANAGING PRINCIPAL$221,128$0$31,387$0$0$0$9,075$0$28,633$0$290,223$0$0$0
ALEXANDRA QUINN
MANAGING PRINCIPAL$195,661$0$12,917$0$0$0$8,119$0$25,615$0$242,312$0$0$0
ADAM SHYEVITCH
PRINCIPAL OF STRATEGIC INV$137,018$0$18,000$0$0$0$5,701$0$17,986$0$178,705$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$241,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

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 BOARD 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 CHIEF EXECUTIVE WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE AD HOC BOARD COMPENSATION COMMITTEE. COMPARATIVE SALARY STUDIES ARE PERIODICALLY PERFORMED FOR OFFICERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19PROVIDED UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,262,816. MANAGEMENT AND GENERAL EXPENSES 411,475. FUNDRAISING EXPENSES 18,000. TOTAL EXPENSES 1,692,291.
FORM 990, PART XI, LINE 2CHEALTH 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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