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INSTITUTE FOR HEALTHCARE OPTIMIZATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR HEALTHCARE OPTIMIZATION INC (EIN 27-0373299)
Tax period
2016-05-01 to 2017-04-30
Filed
2017-12-15
IRS object ID
201713499349300421
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)
Return2017-12-15T12:06:02-06:00ReturnTs
Tax Period End2017-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270373299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR HEALTHCARE OPTIMIZATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone6174673350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WELLS AVENUE NO 24AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE LITVAKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174673350PhoneNum
Signature2017-11-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFONSO PERILLOPreparerPersonNm
PTINP00950491PTIN
Phone6172276161PhoneNum
Preparation2017-11-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.111.9.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-30IPDt
IP Tm10:41:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0D76887A21FF303987ADF0E4D0B068FF6EB2BB99AtSubmissionCreationDeviceId
At Submission Filing Device Id0D76887A21FF303987ADF0E4D0B068FF6EB2BB99AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEUGENE LITVAKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WELLS AVENUE NO 24AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,485,036GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IHOPTIMIZE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO IMPROVE THE HEALTHCARE DELIVERY SYSTEM BY THE APPLICATION OF OPERATIONS MGT. TECHNIQUES.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,625,560PYProgramServiceRevenueAmt
CY Program Service Revenue$1,478,539CYProgramServiceRevenueAmt
PY Investment Income$3,985PYInvestmentIncomeAmt
CY Investment Income$6,497CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,629,545PYTotalRevenueAmt
CY Total Revenue$1,485,036CYTotalRevenueAmt
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$1,548,430PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,561,999CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$427,289PYOtherExpensesAmt
CY Other Expenses$394,233CYOtherExpensesAmt
PY Total Expenses$1,975,719PYTotalExpensesAmt
CY Total Expenses$1,956,232CYTotalExpensesAmt
PY Revenues Less Expenses$653,826PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$471,196CYRevenuesLessExpensesAmt
Total Assets BOY$1,643,705TotalAssetsBOYAmt
Total Assets EOY$1,074,669TotalAssetsEOYAmt
Total Liabilities BOY$323,289TotalLiabilitiesBOYAmt
Total Liabilities EOY$225,449TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,320,416NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$849,220NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE QUALITY AND REDUCE THE COST OF HEALTHCARE BY (I) ADVANCING THE UNDERSTANDING AND APPLICATION OF OPERATIONS MANAGEMENT ("OM") TO HEALTHCARE DELIVERY THROUGH THEORETICAL AND APPLIED RESEARCH AND THE DEVELOPMENT OF NEW TECHNIQUES AND TOOLS; (II) PROMOTING THE ADOPTION OF OPERATIONAL IMPROVEMENTS TO THE HEALTHCARE DELIVERY SYSTEM THROUGH THE ESTABLISHMENT OF HOSPITAL BASED "RESEARCH LABORATORIES" INTENDED TO ADVANCE THE SCIENCE OF OM AND DEMONSTRATE THE FEASIBILITY AND PRACTICAL BENEFITS OF APPLYING OM IN IMPROVING HEALTHCARE; (III) EDUCATING THOSE INVOLVED IN FURNISHING, ADMINISTERING, AND FINANCING HEALTHCARE ABOUT THE PROBLEMS THAT CAN BE ADDRESSED BY THE APPLICATION OF OM TO HEALTHCARE DELIVERY; AND (IV) DOCUMENTING THE EXPERIENCES AND SUCCESSES OF OM APPLICATION AND DISSEMINATING THIS KNOWLEDGE TO THE GENERAL PUBLIC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,117,868ExpenseAmt
Revenue$1,476,939RevenueAmt
DescRESEARCH AND DEVELOP TOOLS FOR APPLICATION OF OPERATIONS MANAGEMENT TO HEALTHCARE DELIVERY INCLUDING APPLIED RESEARCH UNDER CONTRACTS WITH HOSPITALS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$107,424ExpenseAmt
Revenue$0RevenueAmt
DescEDUCATING AND TRAINING HEALTHCARE PERSONNEL ON THEORY AND APPLICATION OF SCIENTIFIC MANAGEMENT METHODOLOGIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$415,936ExpenseAmt
Revenue$1,600RevenueAmt
DescDISSEMINATING KNOWLEDGE ON SUCCESSFUL APPLICATION EFFORTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,641,228TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
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 Footnote0IncludeFIN48FootnoteInd
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 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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
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 Chapters0LocalChaptersInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEUGENE LITVAK PRESIDENTPersonNm
Phone6174673350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WELLS AVENUE STE 24AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
EUGENE LITVAK
PRESIDENT & CEO40.00Yes (X)Yes (X)$424,957$0$30,336
ELLIS M KNIGHT MD
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM P PIERSKALLA PHD
DIRECTOR1.00Yes (X)$0$0$0
HAKMENG KANG
CLERK/VP-STRATEGIC PRTNRSHP40.00Yes (X)$163,333$0$11,643
SANDEEP GREEN VASWANI
SENIOR VP40.00$215,288$0$24,213Yes (X)
MICHAEL LONG
SENIOR CLINICAL FELLOW24.00$150,250$0$10,201Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$953,828TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$76,393TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRACT INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,478,539TotalRevenueColumnAmt
Related Or Exempt Func Income$1,478,539RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,478,539TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,497TotalRevenueColumnAmt
Exclusion$6,497ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,485,036TotalRevenueColumnAmt
Related Or Exempt Func Income$1,478,539RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,497ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$939,549TotalAmt
Program Services$880,545ProgramServicesAmt
Management And General$59,004ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$466,002TotalAmt
Program Services$390,005ProgramServicesAmt
Management And General$75,997ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,199TotalAmt
Program Services$9,767ProgramServicesAmt
Management And General$1,432ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$61,113TotalAmt
Program Services$53,299ProgramServicesAmt
Management And General$7,814ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$84,136TotalAmt
Program Services$76,015ProgramServicesAmt
Management And General$8,121ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,980TotalAmt
Management And General$18,980ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,500TotalAmt
Management And General$17,500ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$138,751TotalAmt
Program Services$51,629ProgramServicesAmt
Management And General$87,122ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,084TotalAmt
Program Services$23,906ProgramServicesAmt
Management And General$2,178ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$118,436TotalAmt
Program Services$107,004ProgramServicesAmt
Management And General$11,432ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$47,025TotalAmt
Program Services$44,140ProgramServicesAmt
Management And General$2,885ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,689TotalAmt
Program Services$4,236ProgramServicesAmt
Management And General$453ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$22,768TotalAmt
Program Services$682ProgramServicesAmt
Management And General$22,086ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,956,232TotalAmt
Program Services$1,641,228ProgramServicesAmt
Management And General$315,004ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,674BOYAmt
EOY$13,724EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,375,797BOYAmt
EOY$960,309EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$224,760BOYAmt
EOY$61,864EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,139BOYAmt
EOY$36,126EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$40,010LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$37,364LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,335BOYAmt
EOY$2,646EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,643,705BOYAmt
EOY$1,074,669EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$169,314BOYAmt
EOY$225,449EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$153,975BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$323,289BOYAmt
EOY$225,449EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,320,416BOYAmt
EOY$849,220EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,320,416BOYAmt
EOY$849,220EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,643,705BOYAmt
EOY$1,074,669EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$471,196ReconcilationRevenueExpnssAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$500CurrentTaxYearMinus4YearsAmt
Total$500TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,301,385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,017,448CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,484,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,625,560CurrentTaxYearMinus1YearAmt
Current Tax Year$1,478,539CurrentTaxYearAmt
Total$10,907,677TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,301,885CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,017,448CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,484,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,625,560CurrentTaxYearMinus1YearAmt
Current Tax Year$1,478,539CurrentTaxYearAmt
Total$10,908,177TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,908,177PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,985CurrentTaxYearMinus1YearAmt
Current Tax Year$6,497CurrentTaxYearAmt
Total$17,664TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,985CurrentTaxYearMinus1YearAmt
Current Tax Year$6,497CurrentTaxYearAmt
Total$17,664TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,305,335CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,020,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,485,087CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,629,545CurrentTaxYearMinus1YearAmt
Current Tax Year$1,485,036CurrentTaxYearAmt
Total$10,925,841TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99840PublicSupportCY509Pct
Public Support PY5090.99900PublicSupportPY509Pct
Investment Income CY0.00160InvestmentIncomeCYPct
Investment Income PY0.00100InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,010OtherCostOrOtherBasisAmt
Depreciation$37,364DepreciationAmt
Book Value$2,646BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,646TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,485,036TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,485,036RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,485,036TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,956,232TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,956,232ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,956,232TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
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 (4 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
EUGENE LITVAK
PRESIDENT & CEO$291,130$0$0$0$133,827$0$7,745$0$22,591$0$455,293$0$119,739$0
HAKMENG KANG
CLERK/VP-STRATEGIC PRTNRSHP$163,238$0$0$0$95$0$4,774$0$6,869$0$174,976$0$0$0
SANDEEP GREEN VASWANI
SENIOR VP$214,982$0$0$0$306$0$6,292$0$17,921$0$239,501$0$0$0
MICHAEL LONG
SENIOR CLINICAL FELLOW$150,003$0$0$0$247$0$4,391$0$5,810$0$160,451$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT AND FINANCIAL STAFF. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. WHEN ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED. A DRAFT IS CIRCULATED TO THE BOARD AND THEN THE RETURN IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THESE PEOPLE WILL BE ASKED TO REVIEW THE POLICY AND SIGN A STATEMENT INDICATING THAT THEY UNDERSTAND THE POLICY AND HAVE REPORTED ALL POTENTIAL CONFLICTS DURING THE PAST YEAR IN ACCORDANCE WITH THE POLICY AND WILL REPORT ALL POTENTIAL CONFLICTS DURING THE COMING YEAR. ALL POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. IN THOSE INSTANCES WHERE THE POTENTIAL TRANSACTION MIGHT BE A CONFLICT, THE BOARD WOULD EXAMINE THE TRANSACTION AND A VOTE WOULD BE TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WOULD ENTER INTO THE TRANSACTION. NO INSTANCES HAVE ARISEN TO DATE.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION HAS ESTABLISHED A PROCESS FOR JOB CLASSIFICATIONS ACCORDING TO THE LEVEL OF EDUCATION, KNOWLEDGE, SKILL, RESPONSIBILITY AND DECISION-MAKING REQUIRED FOR EACH POSITION. THE WAGE STRUCTURE REFLECTS THESE CLASSIFICATIONS AND IS INTENDED TO BE COMPETITIVE WITH THAT OF SIMILAR ORGANIZATIONS. OFFICERS' COMPENSATION IS APPROVED BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICES DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS.
FORM 990, PART XII, LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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